Kendal at Home

Tax-deductible

Westlake, OH501(c)(3)Since 2004Human ServicesEIN 20-0548053Revenue $6.3M in FY2024

On file with the IRSkahome.kendal.org26040 Detroit Rd Suite 1 Suite 1, 44145-2481 · Westlake, OHTax-exempt since Oct 2004Publicly supported — 509(a)(2)

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Kendal at Home advocates for wellness, health, and successful aging, regardless of an individual's chosen place of residence.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$615K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $317K a year · 6% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$615K
to officers and key staff · 9% of spending
Top officer’s pay higher than 94% of similar orgs
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $97
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$15.4M
173% of total assets
Concern: liabilities are 173% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.3M
-5% vs prior year
Spent
$6.7M
To programs
74%
Net assets
−$6.5M
By yearFY2020–FY2024
Revenue
$6.3M
FY2024▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.6M
FY2021$5.6M
FY2022$5.7M
FY2023$6.6M
FY2024$6.3M
Expenses
$6.7M
FY2024▲ +16%
Tap a bar for its year
Expenses by fiscal year
FY2020$5.2M
FY2021$6.5M
FY2022$6.2M
FY2023$5.8M
FY2024$6.7M
Net assets
−$6.5M
FY2024▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020−$5.5M
FY2021−$6.1M
FY2022−$7.7M
FY2023−$6.3M
FY2024−$6.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2004.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $5.0M Management & general 26% · $1.7M

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

15 people listed on the 990; $615K paid to officers and key staff.

Part VII, Section A · reportable compensation
$234,749Pt VII · Sec A
$146,060Pt VII · Sec A
Director of Sales & Marketing
$117,922Pt VII · Sec A
Dir.-Clinical Services
$116,269Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Lynne Giacobbe’s $235K as CEO is at the 94th percentile of top reported officer pay among 3868 $1–10M human services 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lynne Giacobbe$234,749$216,503$195,760$200,337$178,235
Karen Graham$146,060$138,647$131,015$131,385$127,469
Linda Pancio$117,922————
Marla Gordon$116,269$112,618$107,899$107,435$104,000

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

Promotes wellness, health, and successful aging for all, wherever they live.

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Provided by the organization

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1 program · $5.0M · in their own filed words · FY2024
01

Kendal at home continues to redefine aging by supporting older adults in remaining safely and independently in the homes and communities they love. As a mission-driven not-for-profit, we provide personalized care coordination, wellness services, and proactive planning for our 417 members enabling them to age in place with dignity…

$5.0Mprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$97

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$6.3M
Ln 12
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$521K
Gifts and grantsLn 1h$18K
Money outPt IX
$6.7M
Ln 25
Programscol B$5.0M
Managementcol C$1.7M
Owns and owesPt X
−$6.5M
net assets · Ln 32
Cash and savingsLn 1–2$744K
Total assetsLn 16$8.9M
LiabilitiesLn 26$15.4M
PeoplePt VI, VII
15
listed · VII A
PaidVII A4
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$18K
Fees for servicesLn 2g$5.8M
Investment incomeLn 3$521K
Gains on assetsLn 7$208K
Total revenueLn 12$6.3M
Assets in detailPt X, end of year
CashLn 1$744K
Cash and savings togetherLn 1–2$744K
InvestmentsLn 11–13$7.8M
Land, buildings, equipmentLn 10c$14K
Other assetsLn 15$112K
Total assetsLn 16$8.9M
LiabilitiesLn 26$15.4M
Net assetsLn 32−$6.5M
OperationsPt I, VI
EmployeesI 519
VolunteersI 60
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
LineStart FY24End FY24
Cash and savingsLn 1–2$1.2M$744K
InvestmentsLn 11–13$6.9M$7.8M
Land, buildings, equipmentLn 10c$19K$14K
Total assetsLn 16$8.5M$8.9M
LiabilitiesLn 26$14.8M$15.4M
Net assetsLn 32−$6.3M−$6.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$406$406
Pay of current officers, directors and key staffLn 5$402K$222K$179K
Other salaries and wagesLn 7$1.1M$623K$506K
Pension plan contributionsLn 8$53K$32K$21K
Other employee benefitsLn 9$141K$91K$50K
Payroll taxesLn 10$116K$66K$51K
Management feesLn 11a$232K$92K$140K
Legal feesLn 11b$1K$526$576
Accounting feesLn 11c$22K$11K$12K
Investment management feesLn 11f$55K$55K
Advertising and promotionLn 12$404K$41K$363K
Office expensesLn 13$143K$11K$131K
Information technologyLn 14$80K$52K$28K
OccupancyLn 16$77K$49K$28K
TravelLn 17$87K$62K$25K
Conferences, conventions and meetingsLn 19$70K$41K$29K
Payments to affiliatesLn 21$181K$117K$63K
Depreciation, depletion and amortizationLn 22$9K$9K
InsuranceLn 23$19K$12K$7K
Other expenses (24a–d)Ln 24$3.5M$3.5M$16K
All other expensesLn 24e$29K$14K$16K
Total functional expensesLn 25$6.7M$5.0M$1.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $6.3M$6.7M−$438K−$6.5M 990 PDF
FY2023 $6.6M$5.8M$803K−$6.3M 990 PDF
FY2022 $5.7M$6.2M−$496K−$7.7M 990 PDF
FY2021 $5.6M$6.5M−$945K−$6.1M 990 PDF
FY2020 $4.6M$5.2M−$510K−$5.5M 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 $6,294,137 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $446,423$18,045
I-9 Program service revenuePrior year $5,894,351$5,755,025
I-10 Investment incomePrior year $202,932$521,067
I-11 Other revenuePrior year $66,017$0
I-12 Total revenuePrior year $6,609,723$6,294,137
I-13 Grants and similar amounts paidPrior year $6,509$406
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,649,451$1,840,517
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,150,475$4,891,470
I-18 Total expensesPrior year $5,806,435$6,732,393
I-19 Revenue less expensesPrior year $803,288−$438,256
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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 $6,294,137 across 6 lines filed
VIII-1f All other contributions, gifts and grants$18,045
VIII-1h Total contributions, gifts and grants$18,045
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,755,025$5,755,025
VIII-3 Investment incomeExcluded from tax $312,659$312,659
VIII-7 Net gain or loss on sales of assetsExcluded from tax $208,408$208,408
VIII-12 Total revenueRelated to mission $5,755,025 · Unrelated business $0 · Excluded from tax $521,067$6,294,137
Part IX · Statement of functional expenses $6,732,393 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $406$406
IX-5 Pay of current officers, directors and key staffPrograms $222,205 · Management $179,409$401,614
IX-7 Other salaries and wagesPrograms $623,236 · Management $505,562$1,128,798
IX-8 Pension plan contributionsPrograms $32,008 · Management $20,849$52,857
IX-9 Other employee benefitsPrograms $91,182 · Management $49,578$140,760
IX-10 Payroll taxesPrograms $65,755 · Management $50,733$116,488
IX-11a Management feesPrograms $91,792 · Management $140,415$232,207
IX-11b Legal feesPrograms $526 · Management $576$1,102
IX-11c Accounting feesPrograms $10,666 · Management $11,686$22,352
IX-11f Investment management feesManagement $55,351$55,351
IX-12 Advertising and promotionPrograms $41,129 · Management $362,701$403,830
IX-13 Office expensesPrograms $11,255 · Management $131,493$142,748
IX-14 Information technologyPrograms $52,072 · Management $28,039$80,111
IX-16 OccupancyPrograms $49,209 · Management $27,561$76,770
IX-17 TravelPrograms $62,373 · Management $25,068$87,441
IX-19 Conferences, conventions and meetingsPrograms $40,685 · Management $28,908$69,593
IX-21 Payments to affiliatesPrograms $117,354 · Management $63,190$180,544
IX-22 Depreciation, depletion and amortizationManagement $8,688$8,688
IX-23 InsurancePrograms $12,077 · Management $6,503$18,580
IX-24 Other expenses (24a–d)Programs $3,466,859 · Management $16,125$3,482,984
IX-24e All other expensesPrograms $13,654 · Management $15,515$29,169
IX-25 Total functional expensesPrograms $5,004,443 · Management $1,727,950 · Fundraising $0$6,732,393
Part X · Balance sheet $8,905,848 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $1,218,363$743,524
X-4 Accounts receivableStart of year $175,878$126,479
X-9 Prepaid expenses and deferred chargesStart of year $115,262$67,589
X-10c Land, buildings and equipment, netStart of year $18,539$13,720
X-11 Publicly traded securitiesStart of year $6,911,448$7,842,525
X-15 Other assetsStart of year $57,705$112,011
X-16 Total assetsStart of year $8,497,195$8,905,848
X-17 Accounts payable and accrued expensesStart of year $176,697$169,375
X-19 Deferred revenueStart of year $14,581,744$15,141,083
X-25 Other liabilitiesStart of year $36,476$90,372
X-26 Total liabilitiesStart of year $14,794,917$15,400,830
X-27 Net assets without donor restrictionsStart of year −$6,367,611−$6,559,292
X-28 Net assets with donor restrictionsStart of year $69,889$64,310
X-32 Total net assets or fund balancesStart of year −$6,297,722−$6,494,982
X-33 Total liabilities and net assetsStart of year $8,497,195$8,905,848
Part XI · Reconciliation of net assets −$6,494,982 net assets at year end
XI-1 Total revenue$6,294,137
XI-2 Total expenses$6,732,393
XI-3 Revenue less expenses−$438,256
XI-4 Net assets at start of year−$6,297,722
XI-5 Net unrealized gains (losses) on investments$240,996
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$6,494,982

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

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