Civic Intelligence

Kendal Charitable Funds

990 • Fiscal year 2013 • EIN 23-2626425

Apr 01, 2012 to Mar 31, 2013 • Filed on Aug 05, 2013

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

68th percentile

0.31x

Higher debt load relative to assets than 68% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$3,548,872

Up $332,460 (+10%) from 2012

Net Assets

Up

$2,439,572

Up $137,948 (+6.0%) from 2012

Liabilities

Up

$1,109,300

Up $194,512 (+21%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$108,414

Up $83,644 (+338%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2013

Assets$3,548,872
Liabilities$1,109,300
Net Assets$2,439,572
Open 2013 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

2013

Revenue-
Expenses$108,414
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Aug 5, 2013
Return Version
2012v2.1
Gross Receipts
$137,813
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 - kendal northern ohio grant: converted intercompany loan to a grant for an affiliate who reached goal of program offering home and community based services.
Activity 3
Lloyd lewis fund-promising innovations:the fund raising goal for lloyd lewis fund for promising innovations was reached allowing us to move ahead and distribute the 2013 grant
Filing and Contact Details

Filer

EIN
23-2626425
Raw XML AppendixShowing 400 of 676 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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IRS990/Activity3/Description0LLOYD LEWIS FUND-PROMISING INNOVATIONS:THE FUND RAISING GOAL FOR LLOYD LEWIS FUND FOR PROMISING INNOVATIONS WAS REACHED ALLOWING US TO MOVE AHEAD AND DISTRIBUTE THE 2013 GRANT
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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1PERMANENTLY RESTRICTED NET ASSETS ARE TO BE HELD IN PERPETUITY. THE INCOME DERIVED FROM THESE FUNDS IS UNRESTRICTED.
IRS990ScheduleD/Form990ScheduleDPartXIII/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 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
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IRS990ScheduleD/RevenueSubtotal0137813
IRS990ScheduleD/TermEndowmentEOYBalance00.00000
IRS990ScheduleD/TotalExpensesPerForm9900108414
IRS990ScheduleD/TotalOfAmounts01107250
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm9900137813
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0108414
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0246362
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.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1010450 LOTTSFORD ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11700 N FRANKLIN STREET
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine12PO BOX 100
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1327519 DETROIT ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1427519 DETROIT ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine152158 COLUMBUS ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1680 LYME ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine172230 N TRIPHAMMER ROAD
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine18160 KENDAL DRIVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine191010 KENDAL WAY
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine110929 W FOSTER AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine111100 BASSETT BROOK DRIVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine1124202 E FOWLER AVENUE
IRS990ScheduleI/RecipientTable/AddressUS/City0MITCHELLVILLE
IRS990ScheduleI/RecipientTable/AddressUS/City1WEST CHESTER
IRS990ScheduleI/RecipientTable/AddressUS/City2KENNETT SQUARE
IRS990ScheduleI/RecipientTable/AddressUS/City3WESTLAKE
IRS990ScheduleI/RecipientTable/AddressUS/City4WESTLAKE
IRS990ScheduleI/RecipientTable/AddressUS/City5GRANVILLE
IRS990ScheduleI/RecipientTable/AddressUS/City6HANOVER
IRS990ScheduleI/RecipientTable/AddressUS/City7ITHACA
IRS990ScheduleI/RecipientTable/AddressUS/City8LEXINGTON
IRS990ScheduleI/RecipientTable/AddressUS/City9SLEEPY HOLLOW
IRS990ScheduleI/RecipientTable/AddressUS/City10CHICAGO
IRS990ScheduleI/RecipientTable/AddressUS/City11EASTHAMPTON
IRS990ScheduleI/RecipientTable/AddressUS/City12TAMPA
IRS990ScheduleI/RecipientTable/AddressUS/State0MD
IRS990ScheduleI/RecipientTable/AddressUS/State1PA
IRS990ScheduleI/RecipientTable/AddressUS/State2PA
IRS990ScheduleI/RecipientTable/AddressUS/State3OH
IRS990ScheduleI/RecipientTable/AddressUS/State4OH
IRS990ScheduleI/RecipientTable/AddressUS/State5OH
IRS990ScheduleI/RecipientTable/AddressUS/State6NH
IRS990ScheduleI/RecipientTable/AddressUS/State7NY
IRS990ScheduleI/RecipientTable/AddressUS/State8VA
IRS990ScheduleI/RecipientTable/AddressUS/State9NY
IRS990ScheduleI/RecipientTable/AddressUS/State10IL
IRS990ScheduleI/RecipientTable/AddressUS/State11MA
IRS990ScheduleI/RecipientTable/AddressUS/State12FL
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode020721
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode119380
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode219348
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode344145
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode444145

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,548,872
Liabilities
$1,109,300
Net assets
$2,439,572
Revenue
-
Expenses
$108,414
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits