Kendal on Hudson: Nonprofit Profile, Financials & Form 990 (EIN 13-3971396)

Revenue by fiscal year
FY2020	$36.0M
FY2021	$36.1M
FY2022	$39.8M
FY2023	$40.2M
FY2024	$44.4M

Expenses by fiscal year
FY2020	$33.0M
FY2021	$33.9M
FY2022	$34.8M
FY2023	$36.0M
FY2024	$37.3M

Net assets by fiscal year
FY2020	−$10.6M
FY2021	−$8.3M
FY2022	−$10.2M
FY2023	−$3.5M
FY2024	$5.1M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1997.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

85%

15%

Program services 85% · $31.7M Management & general 15% · $5.5M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $1.8M paid to officers and key staff.

Part VII, Section A · reportable compensation

Jean Eccleston

CEO

$366,038Pt VII · Sec A

Bridget Reilly

Director of Finance

$222,708Pt VII · Sec A

Robert Michael

Director of Facilities

$222,381Pt VII · Sec A

Lisa Wacht

Health Services Administrator

$197,902Pt VII · Sec A

Ellen Ottstadt

Director of Resident Services

$182,045Pt VII · Sec A

Lois Distefano

Director of Marketing

$170,914Pt VII · Sec A

Gjekokte Curanaj

Facilities Service Manager

$164,990Pt VII · Sec A

Ricknell Tesorio

Registered Nurse

$158,765Pt VII · Sec A

Jean Eccleston’s $366K as CEO is at the 60th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Jean Eccleston	$366,038	$336,164	$267,446	$221,181	$250,512
Pamela Klapproth	—	$78,290	$318,994	$294,367	$218,769
Bridget Reilly	$222,708	$189,730	$159,552	$136,758	$139,941
Robert Michael	$222,381	$215,093	$205,671	$182,619	$186,742
Lisa Wacht	$197,902	$189,869	$182,161	$179,034	$181,740
Christine Appel	—	—	$184,332	$179,709	$173,739
Ellen Ottstadt	$182,045	$164,566	$146,899	—	—
Lois Distefano	$170,914	$164,617	$155,198	$159,067	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering older adults through innovative programs for autonomy and well-being.

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Provided by the organization

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1 program · $31.7M · in their own filed words · FY2024

01

In 2024, kendal on hudson (koh) fulfilled its mission and served contract holders between the ages of 65 and 104. As a type-a continuing care retirement community (CCRC), koh has a lifetime obligation of care to all such residents, inclusive of the provision of charity care should residents become unable to pay.

$31.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Kendal on Hudson Charitable FundFY2024$320K

Total grants receivedfrom 1 funder$320K

Grants paid · 10 grants · $770K · 2020–2023

Unitemized GrantFY2023$156,094

Unitemized GrantFY2022$157,448

Unitemized GrantFY2021$246,451

Tarrytowns Rotary Foundation INCNY · FY2021$20,500

Unitemized GrantFY2021$5,000

Unitemized GrantFY2020$149,652

Open Door Foundation INCNY · FY2020$10,000

Community Food Pantry of Sleepy Hollow TarrytownNY · FY2020$10,000

Tarrytowns Rotary Foundation INCNY · FY2020$10,000

Partners for a Better Education INC DBA Fdn for the Public Sch of TarrytownsNY · FY2020$5,000

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$44.4M

Ln 12

Fees for servicesLn 2g$40.4M

Investment incomeLn 3$2.7M

Other incomeLn 4–11$1.2M

Money outPt IX

$37.3M

Ln 25

Programscol B$31.7M

Managementcol C$5.5M

Owns and owesPt X

$5.1M

net assets · Ln 32

Cash and savingsLn 1–2$15.8M

Total assetsLn 16$211.2M

LiabilitiesLn 26$206.2M

PeoplePt VI, VII

23

listed · VII A

PaidVII A9

Voting boardVI 1a14

IndependentVI 1b14

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$172K

Fees for servicesLn 2g$40.4M

Investment incomeLn 3$2.7M

Other incomeLn 4–11$1.2M

Gains on assetsLn 7$126K

Total revenueLn 12$44.4M

Assets in detailPt X, end of year

CashLn 1$1.4M

SavingsLn 2$14.4M

Cash and savings togetherLn 1–2$15.8M

InvestmentsLn 11–13$80.7M

Land, buildings, equipmentLn 10c$104.4M

Other assetsLn 15$7.0M

Total assetsLn 16$211.2M

LiabilitiesLn 26$206.2M

Net assetsLn 32$5.1M

OperationsPt I, VI

EmployeesI 5276

VolunteersI 615

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$14.5M	$15.8M
InvestmentsLn 11–13	$70.6M	$80.7M
Land, buildings, equipmentLn 10c	$104.4M	$104.4M
Total assetsLn 16	$199.8M	$211.2M
LiabilitiesLn 26	$203.4M	$206.2M
Net assetsLn 32	−$3.5M	$5.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$46K	$46K
Pay of current officers, directors and key staffLn 5	$1.0M	$886K	$156K
Other salaries and wagesLn 7	$11.0M	$9.4M	$1.7M
Pension plan contributionsLn 8	$512K	$435K	$77K
Other employee benefitsLn 9	$1.5M	$1.3M	$231K
Payroll taxesLn 10	$970K	$824K	$145K
Legal feesLn 11b	$186K		$186K
Accounting feesLn 11c	$90K		$90K
Lobbying feesLn 11d	$2K		$2K
Investment management feesLn 11f	$137K		$137K
Other fees for servicesLn 11g	$4.5M	$3.5M	$1.1M
Advertising and promotionLn 12	$117K		$117K
Office expensesLn 13	$1.2M	$580K	$580K
Information technologyLn 14	$13K	$6K	$6K
OccupancyLn 16	$4.5M	$4.5M
TravelLn 17	$6K	$2K	$4K
Conferences, conventions and meetingsLn 19	$97K	$29K	$68K
InterestLn 20	$2.3M	$2.3M	$47K
Depreciation, depletion and amortizationLn 22	$6.6M	$6.5M	$132K
InsuranceLn 23	$730K	$250	$730K
Other expenses (24a–d)Ln 24	$1.6M	$1.5M	$86K
Total functional expensesLn 25	$37.3M	$31.7M	$5.5M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$44.4M	$37.3M	$7.2M	$5.1M	990 PDF
FY2023	$40.2M	$36.0M	$4.2M	−$3.5M	990 PDF
FY2022	$39.8M	$34.8M	$5.0M	−$10.2M	990 PDF
FY2021	$36.1M	$33.9M	$2.2M	−$8.3M	990 PDF
FY2020	$36.0M	$33.0M	$3.0M	−$10.6M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $44,443,000 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $151,498$172,369

I-9 Program service revenuePrior year $37,032,892$40,363,485

I-10 Investment incomePrior year $2,355,753$2,666,478

I-11 Other revenuePrior year $674,651$1,240,668

I-12 Total revenuePrior year $40,214,794$44,443,000

I-13 Grants and similar amounts paidPrior year $190,099$45,889

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $14,759,222$15,094,330

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $21,069,965$22,114,165

I-18 Total expensesPrior year $36,019,286$37,254,384

I-19 Revenue less expensesPrior year $4,195,508$7,188,616

Part VI · Governance 14 of 14 board members independent, no flags

VI-1a Voting members of the governing body14

VI-1b Independent voting members14

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $44,443,000 across 9 lines filed

Lines not itemized here account for $148,312 of total revenue; see the IRS return.

VIII-1d Related organizations$163,369

VIII-1f All other contributions, gifts and grants$9,000

VIII-1h Total contributions, gifts and grants$172,369

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $40,363,485$40,363,485

VIII-3 Investment incomeExcluded from tax $2,540,901$2,540,901

VIII-6 Net rental income or lossExcluded from tax $257,706$257,706

VIII-7 Net gain or loss on sales of assetsExcluded from tax $125,577$125,577

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $834,650$834,650

VIII-12 Total revenueRelated to mission $40,363,485 · Unrelated business $0 · Excluded from tax $3,907,146$44,443,000

Part IX · Statement of functional expenses $37,254,384 across 21 lines filed

IX-1 Grants to domestic organizationsPrograms $45,889$45,889

IX-5 Pay of current officers, directors and key staffPrograms $885,741 · Management $156,307$1,042,048

IX-7 Other salaries and wagesPrograms $9,377,031 · Management $1,654,770$11,031,801

IX-8 Pension plan contributionsPrograms $435,018 · Management $76,768$511,786

IX-9 Other employee benefitsPrograms $1,308,138 · Management $230,848$1,538,986

IX-10 Payroll taxesPrograms $824,253 · Management $145,456$969,709

IX-11b Legal feesManagement $186,135$186,135

IX-11c Accounting feesManagement $89,889$89,889

IX-11d Lobbying feesManagement $2,006$2,006

IX-11f Investment management feesManagement $137,042$137,042

IX-11g Other fees for servicesPrograms $3,481,354 · Management $1,056,990$4,538,344

IX-12 Advertising and promotionManagement $116,646$116,646

IX-13 Office expensesPrograms $579,570 · Management $579,570$1,159,140

IX-14 Information technologyPrograms $6,414 · Management $6,414$12,828

IX-16 OccupancyPrograms $4,490,419$4,490,419

IX-17 TravelPrograms $1,876 · Management $4,378$6,254

IX-19 Conferences, conventions and meetingsPrograms $28,953 · Management $67,557$96,510

IX-20 InterestPrograms $2,290,712 · Management $46,749$2,337,461

IX-22 Depreciation, depletion and amortizationPrograms $6,455,275 · Management $131,740$6,587,015

IX-23 InsurancePrograms $250 · Management $730,028$730,278

IX-24 Other expenses (24a–d)Programs $1,538,287 · Management $85,911$1,624,198

IX-25 Total functional expensesPrograms $31,749,180 · Management $5,505,204 · Fundraising $0$37,254,384

Part X · Balance sheet $211,237,066 assets, 16 lines filed

Asset lines not itemized here account for $163,369; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $2,879,106$1,359,752

X-2 Savings and temporary cash investmentsStart of year $11,600,797$14,419,564

X-4 Accounts receivableStart of year $788,038$867,320

X-9 Prepaid expenses and deferred chargesStart of year $2,478,124$2,312,822

X-10c Land, buildings and equipment, netStart of year $104,399,431$104,422,673

X-11 Publicly traded securitiesStart of year $70,550,156$80,684,043

X-15 Other assetsStart of year $7,009,552$7,007,523

X-16 Total assetsStart of year $199,846,702$211,237,066

X-17 Accounts payable and accrued expensesStart of year $4,313,882$5,205,727

X-19 Deferred revenueStart of year $76,483,502$81,979,753

X-20 Tax-exempt bond liabilitiesStart of year $52,406,185$51,236,933

X-25 Other liabilitiesStart of year $69,239,974$66,857,274

X-26 Total liabilitiesStart of year $203,365,187$206,167,640

X-27 Net assets without donor restrictionsStart of year −$3,518,485$5,069,426

X-32 Total net assets or fund balancesStart of year −$3,518,485$5,069,426

X-33 Total liabilities and net assetsStart of year $199,846,702$211,237,066

Part XI · Reconciliation of net assets $5,069,426 net assets at year end

XI-1 Total revenue$44,443,000

XI-2 Total expenses$37,254,384

XI-3 Revenue less expenses$7,188,616

XI-4 Net assets at start of year−$3,518,485

XI-5 Net unrealized gains (losses) on investments$1,562,664

XI-9 Other changes in net assets−$163,369

XI-10 Net assets at end of year$5,069,426

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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