Kendal at Oberlin FY2020 filing

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Founded on quaker values, we offer a vibrant, diverse, caring community serving older adults and contributing to the Oberlin community and beyond in northeast ohio.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 34-1567246) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$1.3M 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

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $4.7M a year · 17% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
81% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 6% of spending
Pay to officers and key staff is 6% of spending.
Part VII, Section A
3.0 mo
of spending, in cash
Plus $63.2M in investments, Pt X · Ln 11–13
3.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $80K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$70.9M
57% of total assets
Liabilities are 57% of assets.
Pt X · Ln 26
Independent board members
19
of 19 voting members
19 of 19 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$25.7M
Spent
$20.1M
To programs
81%
Net assets
$52.9M
By yearFY2020–FY2024
Revenue
$25.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$25.7M
FY2021$27.3M
FY2022$27.6M
FY2023$25.9M
FY2024$28.9M
Expenses
$20.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$20.1M
FY2021$20.7M
FY2022$22.5M
FY2023$23.8M
FY2024$24.9M
Net assets
$52.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$52.9M
FY2021$62.6M
FY2022$55.3M
FY2023$60.7M
FY2024$68.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1996.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $16.3M Management & general 19% · $3.8M Fundraising 0% · $9K

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

27 people listed on the 990; $1.3M paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Chief Executive Officer
$314,417Pt VII · Sec A
Chief Financial Officer
$204,055Pt VII · Sec A
Chief Health Services Officer
$137,917Pt VII · Sec A
Director of HR & Oper. Services
$135,890Pt VII · Sec A
Director of Clinical Services
$128,280Pt VII · Sec A
Director of Marketing & Admissions
$118,175Pt VII · Sec A
Director of Hospitality Services
$110,148Pt VII · Sec A
Director of Facility Services
$106,998Pt VII · Sec A

Vilensky Seth’s $284K as Chief Exeuctive Officer is at the 72nd percentile of top reported officer pay among 3122 $10–100M 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Thomas Barbara$70,813$375,802$330,059$316,472$314,417
Vilensky Seth$284,164————
O'Malley Ann$261,379$241,534$209,291$205,960$204,055
Terrell Stacy$172,650$162,744$142,299$150,055$137,917
Merleno Toni$153,561$144,144$128,154$129,370$135,890
Leek Kim$129,200$115,289———
Hinton Shenell————$128,280
Miller Judith$123,934$115,480—$103,414—

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.

See Kendal at Oberlin executive salaries →

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

Provides a caring community for older adults, enriching the local area.

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1 program · $16.3M · in their own filed words · FY2020
01

Kendal at oberlin opened in 1993 and has provided services to over 867 residents from 36 states and the district of columbia. Kendal at oberlin is a life plan community (also known as a continuing care retirement community), an accredited organization under the commission on accreditation of rehabilitation facilities (carf) standards and…

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 34-1567246) · Dispute this line
$16.3Mprogram 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
Total grants receivedfrom 1 funder$80K
Grants paid · 2 grants · $115K · 2020–2020
Kendal Northern OhioOH · FY2020$100,000
Unitemized GrantFY2020$14,902

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$25.7M
Ln 12
Fees for servicesLn 2g$21.6M
Investment incomeLn 3$2.5M
Gifts and grantsLn 1h$1.6M
Money outPt IX
$20.1M
Ln 25
Programscol B$16.3M
Managementcol C$3.8M
Fundraisingcol D$9K
Owns and owesPt X
$52.9M
net assets · Ln 32
Cash and savingsLn 1–2$5.0M
Total assetsLn 16$123.8M
LiabilitiesLn 26$70.9M
PeoplePt VI, VII
27
listed · VII A
PaidVII A8
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$515K
Fees for servicesLn 2g$21.6M
Investment incomeLn 3$2.5M
Other incomeLn 4–11$6K
Gains on assetsLn 7$2.0M
Total revenueLn 12$25.7M
Assets in detailPt X, end of year
CashLn 1$828K
SavingsLn 2$4.2M
Cash and savings togetherLn 1–2$5.0M
Pledges and grants receivableLn 3$424K
Accounts receivableLn 4$1.7M
Inventories for sale or useLn 8$163K
Prepaid expenses and deferred chargesLn 9$247K
Land, buildings, equipmentLn 10c$52.8M
InvestmentsLn 11–13$63.2M
Other assetsLn 15$282K
Total assetsLn 16$123.8M
LiabilitiesLn 26$70.9M
Net assetsLn 32$52.9M
OperationsPt I, VI
EmployeesI 5312
VolunteersI 6230
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$21.3M
Bond issues listedSch K Pt I3
Raised by those issuesSch K Pt I$31.0M
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$177K
Share of the $1.1M endowmentSch D 1g15.6%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$1.1M$492K$403K$355K$171K
AddedLn 1b$505K$19K$66K$160K
SpentLn 1d–1f$4K$620$365$393
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$4.8M$5.0M
InvestmentsLn 11–13$54.7M$63.2M
Land, buildings, equipmentLn 10c$53.5M$52.8M
Total assetsLn 16$115.2M$123.8M
LiabilitiesLn 26$71.5M$70.9M
Net assetsLn 32$43.7M$52.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$100K$100K
Grants to domestic individualsLn 2$213K$213K
Pay of officers and key staff (Part IX, line 5)Ln 5$729K$729K
Other salaries and wagesLn 7$7.1M$6.3M$856K
Pension plan contributionsLn 8$424K$373K$51K
Other employee benefitsLn 9$1.3M$1.1M$151K
Payroll taxesLn 10$552K$436K$116K
Legal feesLn 11b$23K$23K
Accounting feesLn 11c$54K$54K
Professional fundraising feesLn 11e$9K$9K
Investment management feesLn 11f$177K$177K
Other fees for servicesLn 11g$524K$431K$93K
Advertising and promotionLn 12$265K$220K$45K
Office expensesLn 13$91K$76K$15K
Information technologyLn 14$388K$322K$66K
OccupancyLn 16$1.9M$1.8M$37K
TravelLn 17$4K$4K$497
Conferences, conventions and meetingsLn 19$16K$14K$2K
InterestLn 20$645K$645K
Payments to affiliatesLn 21$610K$610K
Depreciation, depletion and amortizationLn 22$2.8M$2.7M$105K
InsuranceLn 23$63K$63K
Other expenses (24a–d)Ln 24$2.1M$2.1M$15K
All other expensesLn 24e$138K$112K$26K
Total functional expensesLn 25$20.1M$16.3M$3.8M$9K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Aug 21, 2025 $28.9M$24.9M$3.9M$68.2M 990 PDF
FY2023Filed with the IRS Aug 2, 2024 $25.9M$23.8M$2.1M$60.7M 990 PDF
FY2022Filed with the IRS Jul 21, 2023 $27.6M$22.5M$5.0M$55.3M 990 PDF
FY2021Filed with the IRS Aug 29, 2022 $27.3M$20.7M$6.6M$62.6M 990 PDF
FY2020 ViewingFiled with the IRS Aug 26, 2021 $25.7M$20.1M$5.6M$52.9M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants J · Pay O · Explanations
See the full FY2020 990
Part I · Summary $25,691,600 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $215,171$1,575,058
I-9 Program service revenuePrior year $20,464,853$21,562,702
I-10 Investment incomePrior year $1,468,625$2,548,182
I-11 Other revenuePrior year $5,595$5,658
I-12 Total revenuePrior year $22,154,244$25,691,600
I-13 Grants and similar amounts paidPrior year $438,483$312,902
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $9,298,955$10,093,555
I-16a Professional fundraising feesPrior year $18,553$8,915
I-17 Other expensesPrior year $9,425,682$9,696,656
I-18 Total expensesPrior year $19,181,673$20,112,028
I-19 Revenue less expensesPrior year $2,972,571$5,579,572
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
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 $25,691,600 across 9 lines filed
VIII-1d Related organizations$5,000
VIII-1e Government grants$515,075
VIII-1f All other contributions, gifts and grants$1,054,983
VIII-1h Total contributions, gifts and grants$1,575,058
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $21,562,702$21,562,702
VIII-3 Investment incomeExcluded from tax $593,346$593,346
VIII-6 Net rental income or lossExcluded from tax $5,658$5,658
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,954,836$1,954,836
VIII-12 Total revenueRelated to mission $21,562,702 · Unrelated business $0 · Excluded from tax $2,553,840$25,691,600
Part IX · Statement of functional expenses $20,112,028 across 24 lines filed
IX-1 Grants to domestic organizationsPrograms $100,000$100,000
IX-2 Grants to domestic individualsPrograms $212,902$212,902
IX-5 Pay of officers and key staff (Part IX, line 5)Management $728,800$728,800
IX-7 Other salaries and wagesPrograms $6,277,821 · Management $856,066$7,133,887
IX-8 Pension plan contributionsPrograms $373,372 · Management $50,914$424,286
IX-9 Other employee benefitsPrograms $1,104,339 · Management $150,592$1,254,931
IX-10 Payroll taxesPrograms $435,804 · Management $115,847$551,651
IX-11b Legal feesManagement $22,691$22,691
IX-11c Accounting feesManagement $54,439$54,439
IX-11e Professional fundraising feesFundraising $8,915$8,915
IX-11f Investment management feesManagement $176,879$176,879
IX-11g Other fees for servicesPrograms $431,444 · Management $92,918$524,362
IX-12 Advertising and promotionPrograms $219,693 · Management $44,997$264,690
IX-13 Office expensesPrograms $75,576 · Management $15,480$91,056
IX-14 Information technologyPrograms $321,925 · Management $65,936$387,861
IX-16 OccupancyPrograms $1,827,496 · Management $37,296$1,864,792
IX-17 TravelPrograms $3,644 · Management $497$4,141
IX-19 Conferences, conventions and meetingsPrograms $13,888 · Management $1,894$15,782
IX-20 InterestManagement $645,093$645,093
IX-21 Payments to affiliatesManagement $609,685$609,685
IX-22 Depreciation, depletion and amortizationPrograms $2,656,941 · Management $104,821$2,761,762
IX-23 InsurancePrograms $63,399$63,399
IX-24 Other expenses (24a–d)Programs $2,056,927 · Management $15,378$2,072,305
IX-24e All other expensesPrograms $111,782 · Management $25,937$137,719
IX-25 Total functional expensesPrograms $16,286,953 · Management $3,816,160 · Fundraising $8,915$20,112,028
Part X · Balance sheet $123,781,532 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $4,243,305$828,300
X-2 Savings and temporary cash investmentsStart of year $576,432$4,159,625
X-3 Pledges and grants receivable$423,883
X-4 Accounts receivableStart of year $1,583,914$1,663,904
X-8 Inventories for sale or useStart of year $111,509$163,000
X-9 Prepaid expenses and deferred chargesStart of year $217,625$247,299
X-10c Land, buildings and equipment, netStart of year $53,469,874$52,816,408
X-11 Publicly traded securitiesStart of year $54,346,097$62,798,110
X-13 Program-related investmentsStart of year $394,737$399,331
X-15 Other assetsStart of year $267,392$281,672
X-16 Total assetsStart of year $115,211,670$123,781,532
X-17 Accounts payable and accrued expensesStart of year $1,892,806$1,497,629
X-19 Deferred revenueStart of year $45,944,752$45,926,646
X-20 Tax-exempt bond liabilitiesStart of year $23,107,316$21,336,852
X-24 Unsecured notes and loans payable$1,671,800
X-25 Other liabilitiesStart of year $586,041$497,411
X-26 Total liabilitiesStart of year $71,530,915$70,930,338
X-27 Net assets without donor restrictionsStart of year $38,371,227$46,695,743
X-28 Net assets with donor restrictionsStart of year $5,309,528$6,155,451
X-32 Total net assets or fund balancesStart of year $43,680,755$52,851,194
X-33 Total liabilities and net assetsStart of year $115,211,670$123,781,532
Part XI · Reconciliation of net assets $52,851,194 net assets at year end
XI-1 Total revenue$25,691,600
XI-2 Total expenses$20,112,028
XI-3 Revenue less expenses$5,579,572
XI-4 Net assets at start of year$43,680,755
XI-5 Net unrealized gains (losses) on investments$3,540,187
XI-9 Other changes in net assets$50,680
XI-10 Net assets at end of year$52,851,194

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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