Civic Intelligence

Kendal Charitable Funds

990 • Fiscal year 2012 • EIN 23-2626425

Apr 01, 2011 to Mar 31, 2012 • Filed on Aug 10, 2012

Organization ProfileWWW.KENDAL.ORG
1107 East Baltimore Pike19348-2366
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.28x

Higher debt load relative to assets than 65% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$3,216,412

Up $493,743 (+18%) from 2011

Net Assets

Up

$2,301,624

Up $142,105 (+6.6%) from 2011

Liabilities

Up

$914,788

Up $351,638 (+62%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$24,770

Down $157,142 (-86%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,722,669Liabilities 2011: $563,150Net Assets 2011: $2,159,5192011Assets 2012: $3,216,412Liabilities 2012: $914,788Net Assets 2012: $2,301,6242012Assets 2013: $3,548,872Liabilities 2013: $1,109,300Net Assets 2013: $2,439,5722013Assets 2014: $3,809,656Liabilities 2014: $1,203,550Net Assets 2014: $2,606,1062014Assets 2015: $3,629,539Liabilities 2015: $978,677Net Assets 2015: $2,650,8622015Assets 2016: $3,830,552Liabilities 2016: $960,735Net Assets 2016: $2,869,8172016Assets 2017: $4,376,544Liabilities 2017: $1,145,758Net Assets 2017: $3,230,7862017Assets 2018: $3,887,707Liabilities 2018: $995,701Net Assets 2018: $2,892,0062018Assets 2019: $4,298,052Liabilities 2019: $926,827Net Assets 2019: $3,371,2252019Assets 2020: $4,685,477Liabilities 2020: $922,243Net Assets 2020: $3,763,2342020Assets 2021: $5,128,306Liabilities 2021: $950,561Net Assets 2021: $4,177,7452021Assets 2022: $3,972,193Liabilities 2022: $579,869Net Assets 2022: $3,392,3242022Assets 2023: $4,321,897Liabilities 2023: $371,225Net Assets 2023: $3,950,6722023Assets 2024: $4,700,173Liabilities 2024: $373,815Net Assets 2024: $4,326,3582024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2012

Assets$3,216,412
Liabilities$914,788
Net Assets$2,301,624
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0Expenses 2011: $181,9122011Expenses 2012: $24,7702012Expenses 2013: $108,4142013Revenue 2014: $162,396Expenses 2014: $139,466Net Income 2014: $22,9302014Revenue 2015: $267,086Expenses 2015: $92,539Net Income 2015: $174,5472015Revenue 2016: $359,324Expenses 2016: $44,768Net Income 2016: $314,5562016Revenue 2017: $187,776Expenses 2017: $113,064Net Income 2017: $74,7122017Revenue 2018: $243,684Expenses 2018: $235,860Net Income 2018: $7,8242018Revenue 2019: $184,155Expenses 2019: $130,788Net Income 2019: $53,3672019Revenue 2020: $365,031Expenses 2020: $134,061Net Income 2020: $230,9702020Revenue 2021: $226,039Expenses 2021: $53,099Net Income 2021: $172,9402021Revenue 2022: $227,490Expenses 2022: $151,717Net Income 2022: $75,7732022Revenue 2023: $451,921Expenses 2023: $109,231Net Income 2023: $342,6902023Revenue 2024: $226,284Expenses 2024: $149,057Net Income 2024: $77,2272024Revenue 2025: $88,810Expenses 2025: $48,635Net Income 2025: $40,1752025

Highlighted filing

2012

Revenue-
Expenses$24,770
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Aug 10, 2012
Return Version
2011v1.2
Gross Receipts
$155,361
Mission and Program Overview

Mission

Raise, receive, manage, invest and expend funds in support of thekendal corporation and its charitable purposes.

Major Activities

Activity 2
Perry fund - block grants: disbursed funds to our affiliates to design and implement a community benefit activity or program responding to the needs in their particular geographic setting.
Activity 3
Perry fund - resident call series: consumer voice is a non-profit organization that provides information and tools for consumers, families, caregivers, advocates and ombudsmen to help ensure quality care for the individual relative to long term care. We have partnered with them to support resident call series - teleconferences held for older people living in skilled care at ltc facilities throughout the u.s.
Filing and Contact Details

Filer

EIN
23-2626425
Raw XML AppendixShowing 400 of 535 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0TRUSTEE FOR A POOLED INCOME FUND FOR DONORS FROM AFFILIATES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1PERMANENTLY RESTRICTED NET ASSETS ARE TO BE HELD IN PERPETUITY. THE INCOME DERIVED FROM THESE FUNDS IS UNRESTRICTED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2KENDAL CHARITABLE FUNDS (KCF) IS AN EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. KCF FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON KCF'S FINANCIAL STATEMENTS. KCF'S INCOME TAX RETURN IS SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. KCF IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS. KCF IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2009 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: WE REQUIRE A WRITTEN JUSTIFICATION OF THE EXPENDITURE AND A DESCRIPTION OF HOW THE GRANT WILL BE USED. FUNDS ARE DISBURSED UPON NOTIFICATION THAT THE PROJECT HAS COMMENCED.
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IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO HELP EXPAND PROGRAM USING SOFTWARE AS WELLNESS TOOL
IRS990ScheduleI/RecipientTable/PurposeOfGrant1COMMUNITY BENEFIT PROGRAMS FOCUSING ON DIVERSITYCOMMUNITY BENEFIT PROGRAMS FOCUSING ON DIVERSITY
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10KENDAL OUTREACH LLC
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11COLLINGTON EPISCIPOL LIFE CARE COMMUNITY
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants02
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs09505
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs111728
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0396182
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1244223
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs0113592
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs171666
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0EACH YEAR THE LEADING AGE (FORMERLY AAHSA) SALARY SURVEY AND THE LEADING AGE CEMO SURVEY (CHIEF EXECUTIVES OF MULTI-SITE ORGANIZATIONS) IS PURCHASED. ALSO USED IS ERI SURVEY(ECONOMIC RESEARCH INSTITUTE). THE RESULTS OF THAT DATA ARE SHARED WITH THE BOARD ALONG WITH CURRENT SALARIES. IN ADDITION EVERY 3 TO 5 YEARS, THE BOARD ENGAGES A CONSULTANT TO COMPLETE AN INDEPENDENT SALARY SURVEY. THE CONSULTANT THEN MEETS WITH THE BOARD CHAIR AND BOARD WITHOUT ANY STAFF PRESENT. THE KENDAL CORPORATION (A RELATED PARTY) RECEIVES A NOTIFICATION FROM THE CONSULTANT IF OUR SALARIES ARE WITHIN NORMAL RANGES. CHANGES ARE MADE AS APPROPRIATE AND APPROVED BY THE BOARD. THE SALARY SURVEY COVERS ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES. THE SURVEY WAS LAST COMPLETED IN 2011.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0JOHN DIFFEY
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1TIMOTHY MYERS
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs030012
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs117243
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0549291
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1344860
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleO/GeneralExplanation/Explanation0AMENDED AND RESTATED BYLAWS WAS ADOPTED APRIL 29TH, 2011: IN THE PAST, THERE WERE NO LIMITATIONS ON THE NUMBER OF DIRECTORS. ACCORDING TO THE AMMENDED BYLAWS, THE BOARD OF DIRECTORS SHALL BE APPOINTED BY THE KENDAL CORPORATION AND SHALL CONSIST OF NOT FEWER THAN FIVE (5) NOR MORE THAN TWENTY-ONE (21) PERSONS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD OF DIRECTORS SHALL BE APPOINTED BY THE KENDAL CORPORATION. AT LEAST THREE DIRECTORS SHALL ALSO BE MEMBERS OF THE KENDAL CORPORATION. THE KENDAL CORPORATION SHALL HAVE THE RIGHT TO REMOVE A DIRECTOR WITH OR WITHOUT CAUSE AND WITHOUT NOTICE OR HEARING AS PROVIDED BY REMOVAL FOR DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ARTICLES OF INCORPORATION OF THE CORPORATION AND THE BYLAWS MAY BE AMENDED ONLY BY A MAJORITY OF DIRECTORS PRESENT AT ANY DULY CONVENED MEETING OF DIRECTORS AFTER NOTICE OF SUCH PURPOSE HAS BEEN GIVEN, INCLUDING A COPY OF THE PROPOSED AMENDMENT OR A SUMMARY OF THE CHANGES TO BE EFFECTED THEREBY, PROVIDED THAT NO SUCH CHANGE SHALL BE EFFECTIVE WITHOUT THE WRITTEN APPROVAL OF THE KENDAL CORPORATION.
IRS990ScheduleO/GeneralExplanation/Explanation3FINANCIAL RESOURCE COMMITTEE WILL REVIEW IN DETAIL WITH CEO & CFO AND PREPARER OF 990 IN JULY 2012 MEETING, AND WITH FULL BOARD AT JULY 2012 MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation4ALL BOARD AND BOARD COMMITTEE MEMBERS AND STAFF MEMBERS COMPLETE AN ANNUAL STATEMENT REGARDING EACH PERSON'S CONFORMANCE WITH KENDAL'S CONFLICT OF INTEREST POLICY. A SUMMARY OF THE STATEMENTS IS REVIEWED BY THE BOARD DEVELOPMENT COMMITTEE AND THE FULL BOARD. IF A CONFLICT AROSE IN BETWEEN COMPLETION OF THE STATEMENTS, THE INDIVIDUAL WOULD INFORM THE BOARD CHAIR OR CEO. THE STATEMENT FROM POLICY STATES: "INDIVIDUALS HAVING CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST SHALL DISCLOSE THE CONFLICTS; SHALL ABSTAIN FROM DISCUSSION OF MATTERS RELATING TO THE CONFLICT AT BOARD, COMMITTEE, OR STAFF MEETINGS; AND SHALL NOT USE THEIR PERSONAL INFLUENCE IN ANY DECISION REGARDING THE MATTERS RELATING TO THE CONFLICT. THE MINUTES OF ANY SUCH MEETING SHALL REFLECT THE DISCLOSURE THAT WAS MADE AND THE ABSTENTION FROM DISCUSSION.
IRS990ScheduleO/GeneralExplanation/Explanation5THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED GAINS ON INVESTMENTS: 11,514.
IRS990ScheduleO/GeneralExplanation/Explanation7THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference7PART XII, LINE 2C:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine101107 EAST BALTIMORE PIKE
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine111010 KENDAL WAY

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,216,412
Liabilities
$914,788
Net assets
$2,301,624
Revenue
-
Expenses
$24,770
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.09$0.05$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.37$4.33$0.23$0.15$0.08
2023Summary only. Only limited summary data is available for this year.$4.32$0.37$3.95$0.45$0.11$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.58$3.39$0.23$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.95$4.18$0.23$0.05$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.92$3.76$0.37$0.13$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.93$3.37$0.18$0.13$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$1.00$2.89$0.24$0.24$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$1.15$3.23$0.19$0.11$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.96$2.87$0.36$0.04$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.98$2.65$0.27$0.09$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.81$1.20$2.61$0.16$0.14$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$1.11$2.44$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.91$2.30$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.56$2.16$0.18