Civic Intelligence

Kendal Charitable Funds

990 • Fiscal year 2018 • EIN 23-2626425

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 14, 2019

1107 East Baltimore PikeKennett Square, PA 19348-2366

(610) 335-1200

Siviq Scores

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

Liabilities / Assets

68th percentile

0.26x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

4.09x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

51st percentile

3.2%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

99th percentile

$750,184

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 307.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

12th percentile

-11%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$3,887,707

Down $488,837 (-11%) from 2017

Net Assets

Down

$2,892,006

Down $338,780 (-10%) from 2017

Liabilities

Down

$995,701

Down $150,057 (-13%) from 2017

Revenue

Up

$243,684

Up $55,908 (+30%) from 2017

Expenses

Up

$235,860

Up $122,796 (+109%) from 2017

Net Income

Down

$7,824

Down $66,888 (-90%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$3,887,707
Liabilities$995,701
Net Assets$2,892,006

Operations Trend

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

2018

Revenue$243,684
Expenses$235,860
Net Income$7,824
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 14, 2019
Return Version
2018v3.1
Gross Receipts
$518,058
Mission and Program Overview

Mission

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

To transform the experience of aging by supporting the kendal corporation and affiliates

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,221,868$3,846,827▼ $375,041
Cash and Non-Interest-Bearing Accounts$154,676$28,704▼ $125,972
Total Assets$4,376,544$3,887,707▼ $488,837
Other Assets Total$0$12,176▲ $12,176
Liabilities
Other Liabilities$1,145,758$924,201▼ $221,557
Accounts Payable and Accrued Expenses-$71,500-
Total Liabilities$1,145,758$995,701▼ $150,057
Net Assets / Fund Balance
Unrestricted Net Assets$2,123,228$2,004,408▼ $118,820
Temporarily Rstr Net Assets$1,100,708$880,748▼ $219,960
Permanently Rstr Net Assets$6,850$6,850→ $0
Total Net Assets Fund Balance$3,230,786$2,892,006▼ $338,780
Total Liabilities and Net Assets / Fund Balance$4,376,544$3,887,707▼ $488,837

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$6,850---$6,850
2017$6,850---$6,850
2016$6,850---$6,850
2015$6,850---$6,850
2014$6,850---$6,850
Compensation and Service Providers

Board Members and Trustees

NameTitle
James Dowell-left June 2018Board Chair
Sean KellyPresident
Marilyn RichardsBoard Vice Chair
Alphonce Brown JrBoard Member
Barbara FreedmanBoard Member
Grace TomposBoard Member
Jenny CampbellBoard Member
Julie HouptBoard Member
Richard SchrammBoard Member
Tara QuinnBoard Member
James IngramBoard Treasurer
Amy C HarrisonChief Financial Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,300
Program Service Revenue
$0
Investment Income
$184,384
Other Revenue
$0
All Other Contributions
$59,300
Change in Net Assets
$7,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$185,453
Other Expenses$50,407
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$185,453--$185,453
Conferences and Meetings$42,291--$42,291
Fees for Service Investment Mgmnt Fees-$6,501-$6,501
Office Expenses-$1,615-$1,615
Total Functional Expenses$227,744$8,116$0$235,860
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Kendal CorporationKennett Square, PA501(c)(3)LEADERS FELLOWSHIP PROGRAM $20,000 AND RESPECTFUL LEADERSHIP PROGRAM $60,250$80,250
West Yavapai Guidance Clinical FoundationPrescott Valley, AZ501(c)(3)Engage Isolated Older Adults Through Home Visits, Support Groups, Educational Program and Referrals for Needed Services.$37,500
Red FeatherBozeman, MT501(c)(3)General Operating Support$14,976
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unitrust and Cga Liability$924,201
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The kendal corporation, a 501(c)(3) public charity, is considered the sole member based on the internal revenue service definition of member.

Form 990, Part VI, Section A, Line 7A

The board of directors shall be appointed by the kendal corporation. At least one director shall also be a member 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.

Form 990, Part VI, Section A, Line 7B

Any change to the articles of incorporation and/or the bylaws shall be effective only with the written approval of the kendal corporation.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent accounting firm and then the cfo and senior vp of governance review the form 990. Upon completion of that initial review, the form 990 is sent to the finance committee for review, followed by the board review at the nearest board meeting.

Form 990, Part VI, Section B, Line 12C

All board and committee members, as well as staff members complete an annual statement regarding each person's conformance with kendal's conflict of interest policy. A summary of the statement is reviewed by the governance committee and the full board, who then make the determination as to whether an actual conflict exists. If a conflict arose in between completion of the statements, the individual would inform the board chair or ceo. The policy states: "individuals having conflicts of interest shall disclose the conflicts; shall abstain from discussion of such 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."

Form 990, Part VI, Section B, Line 15

The organization does not have any paid employees and as such form 990, part vi, section b, lines 15a and 15b are required to be answered no.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Kendal Charitable Funds
EIN
23-2626425
Phone
6103351200
Address
1107 EAST BALTIMORE PIKE, KENNETT SQUARE, PA 19348-2366

Signing Officer

Name
Amy Harrison
Title
CFO
Phone
6103351241
Signed
2019-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sean Kelly
Formed
1989
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
610 W GERMANTOWN PIKE STE 400, PLYMOUTH MEETING, PA 19462
Preparer
BERNADETTE O'TOOLE CPA
Phone
2156433900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The audit oversight and auditor selection process has not changed from the prior year.

Financial Statement Notes

PART IV, LINE 1B:

Trustee for a pooled income fund for donors from affiliates.

PART V, LINE 4:

Net assets with donor restrictions are to be held in perpetuity. The income derived from these funds is unrestricted.

PART X, LINE 2:

The organization is an exempt organization as defined in section 501(c)(3) of the internal revenue code (the code) and is exempt from federal income taxes pursuant to section 501(a) of the code. The organization 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 the consolidated financial statements. The organization's income tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The organization is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes.

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IRS990/NetAssetsOrFundBalancesEOYAmt02892006
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt083665
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt083665
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-346604
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01615
IRS990/OfficeExpensesGrp/TotalAmt01615
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt012176
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01145758
IRS990/OtherLiabilitiesGrp/EOYAmt0924201
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06850
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06850
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SEAN KELLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0AFFILIATE GRANT:AS WITH LAST YEAR'S GRANT, THE BOARD IS OFFERING A $5,000 GRANT OPPORTUNITY FROM THE UNRESTRICTED AND CONSERVATION FUNDS TO EACH AFFILIATE. FOR THE 2018 AFFILIATE GRANT PROGRAM THE AFFILIATES WERE REWARDED GRANTS FOR PROGRAMS THAT: INVOLVE AND/OR ENGAGE YOUR RESIDENTS; ARE NEW PROGRAMS/ PROJECTS AT THE AFFILIATE; CAN PROVIDE A WAY OF MEASURING RESULTS. EXAMPLES ARE AS FOLLOWS: KCC-DANCE MOVEMENT AND THERAPY; CHANDLER HALL-MUSIC THERAPY TO LESSEN SOCIAL ISOLATION; KENDAL AT LEXINGTON-VIRTUAL REALITY PROGRAM; ADMIRAL-DESTINATION HARBORS RENOVATION; KENDAL AT HANOVER-COMMUNITY MATCHING SERVICE PROJECT; KENDAL AT GRANVILLE-DELAY THE DISEASE; THE LATHROP COMMUNITY, INC.-WEST LOOP ACCESS; BARCLAY FRIENDS-BED MONITOR PROGRAM;KENDAL AT OBERLIN-SINGFIT PROGRAM; COLLINGTON-TALENT LIBRARY; KENDAL AT HOME-AGING IN PLACE UNIVERSAL DESIGN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt052727
IRS990/ProgSrvcAccomActy2Grp/GrantAmt052727
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0KENDAL CHARITABLE FUNDS - IMPACTING LIVES EVENT:THIS EVENT WAS KENDAL CHARITABLE FUND'S OPPORTUNITY TO SHARE THE IMPACTFUL WORK THAT IS BEING FUNDED ON AN ANNUAL BASIS TO NON-PROFITS AROUND THE COUNTRY AND WITHIN KENDAL AFFILIATES. THE EVENT TOOK PLACE AT THE NATIONAL LEADING AGE CONFERENCE WITH MORE THAN 250 INDIVIDUALS PARTICIPATING IN THIS EDUCATIONAL EVENT.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt042291
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROMISING INNOVATIONS (LLF)-WEST YAVAPAI GUIDANCE CLINICAL FOUNDATION:RECIPIENT OF THIS GRANT IS FUNDED A TWO-YEAR INITIATIVE TO ENGAGE ISOLATED OLDER ADULTS WHO ARE AT RISK FOR DEPRESSION, SUBSTANCE ABUSE AND SUICIDE THROUGH ONE-ON-ONE HOME VISITS, SUPPORT GROUPS, EDUCATIONAL PROGRAMS AND REFERRALS FOR NEEDED SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1LEADERSHIP FELLOWS PROGRAM:THE PROGRAM FOCUSES ON THREE ASPECTS OF LEADERSHIP - "LEARNING MORE DEEPLY ABOUT THE SELF", "A CULTURE OF FEEDBACK AND INNOVATION AND "SUSTAINING A LEARNING ORGANIZATION". JUDY SORUM BROWN, A FORMER WHITE HOUSE FELLOW WHO DEVELOPED THE LEADING AGE LEADERSHIP PROGRAM, COLLABORATES WITH THE SENIOR VICE PRESIDENT OF HUMAN RESOURCES FOR THE KENDAL CORPORATION AND SEVERAL OTHER KENDAL LEADERS WHO SERVE ON THE DESIGN TEAM. KENDAL CHARITABLE FUNDS BOARD APPROVED A GRANT IN 2018 TO DEVELOP AND IMPLEMENT A 360 INDIVIDUALIZED EVALUATION PROGRAM. EACH PARTICIPANT WILL RECEIVE THE EVALUATION UPON COMPLETION OF THE YEAR-LONG LEADERSHIP FELLOWS PROGRAM.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2PROMISING INNOVATIONS (LLF)-RED FEATHER:FUNDED THROUGH THE PROMISING INNOVATIONS GRANT TO DEVELOP RESOURCES FORHELPING TRIBAL ELDER AGE IN PLACE. THIS GRANT ALLOWED THEM TO RESPONDTO THE NEEDS OF THEIR COMMUNITY PARTNERS AND ENSURE THEIR WORK WASIMPLEMENTED IN THE MOST SUSTAINABLE MANNER. THIS NEW KNOWLEDGE IS NOWBEING INTEGRATED INTO THEIR NATIVE HOME RESOURCE NETWORK, WHICHPROVIDES HOME REPAIR CASE MANAGEMENT SERVICES TO THOSE IN NEED.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt037500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt120000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt214976
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt037500
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt120000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt214976
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt034898
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0104821
IRS990/PYInvestmentIncomeAmt0152878
IRS990/PYOtherExpensesAmt08243
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt074712
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0113064
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0187776
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07824
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt034898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072828
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0342431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100719
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt061939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt049315
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0328218
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50200
IRS990ScheduleA/PublicSupportPY170Pct00.51740
IRS990ScheduleA/PublicSupportTotal170Amt0336644
IRS990ScheduleA/SubstantialContributorsTotAmt05787
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt034898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0115454
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072828
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059951
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0342431
IRS990ScheduleA/TotalSupportAmt0670649
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AdditionsDuringYearAmt0-6343
IRS990ScheduleD/AgentTrusteeEtcInd01
IRS990ScheduleD/BeginningBalanceAmt0149927
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06850
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06850
IRS990ScheduleD/DistributionsDuringYearAmt03392
IRS990ScheduleD/EndingBalanceAmt0140192
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0924201
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNITRUST AND CGA LIABILITY
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TRUSTEE FOR A POOLED INCOME FUND FOR DONORS FROM AFFILIATES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET ASSETS WITH DONOR RESTRICTIONS ARE TO BE HELD IN PERPETUITY. THE INCOME DERIVED FROM THESE FUNDS IS UNRESTRICTED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS AN EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION 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 THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 1B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0924201
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt037500
IRS990ScheduleI/RecipientTable/CashGrantAmt114976
IRS990ScheduleI/RecipientTable/CashGrantAmt280250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENGAGE ISOLATED OLDER ADULTS THROUGH HOME VISITS, SUPPORT GROUPS, EDUCATIONAL PROGRAM AND REFERRALS FOR NEEDED SERVICES.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LEADERS FELLOWSHIP PROGRAM $20,000 AND RESPECTFUL LEADERSHIP PROGRAM $60,250
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WEST YAVAPAI GUIDANCE CLINICAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1RED FEATHER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE KENDAL CORPORATION
IRS990ScheduleI/RecipientTable/RecipientEIN0860576008
IRS990ScheduleI/RecipientTable/RecipientEIN1911632134
IRS990ScheduleI/RecipientTable/RecipientEIN2232688382
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03343 N WINDSONG DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 907
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21107 EAST BALTIMORE PIKE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PRESCOTT VALLEY
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BOZEMAN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2KENNETT SQUARE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd086314
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd159771
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd219438
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1N/A
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt040055
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt121000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0569905
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1273148
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt093240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt144988
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00

Document Assets

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Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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