Kendal at Ithaca: Nonprofit Profile, Financials & Form 990 (EIN 52-1787487)

Revenue by fiscal year
FY2020	$28.9M
FY2021	$27.8M
FY2022	$28.2M
FY2023	$29.6M
FY2024	$32.2M

Expenses by fiscal year
FY2020	$27.1M
FY2021	$27.1M
FY2022	$28.4M
FY2023	$29.3M
FY2024	$31.2M

Net assets by fiscal year
FY2020	$14.0M
FY2021	$13.7M
FY2022	$9.2M
FY2023	$11.8M
FY2024	$14.1M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1994.

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

Where the money goes

84 cents of each dollar spent went to programs.

84%

16%

Program services 84% · $26.4M Management & general 16% · $4.8M

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

31 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation

Laurie Mante

Executive Director

$342,255Pt VII · Sec A

Gregory Sommers

Chief Financial Officer

$223,375Pt VII · Sec A

Michael Youmans

Health Services Administrator

$151,682Pt VII · Sec A

Deborah McCardell

Director of Human Resources

$146,375Pt VII · Sec A

Joanne Edmister

Registered Nurse

$132,355Pt VII · Sec A

Danielle Chontey

Admissions Director

$126,279Pt VII · Sec A

Drusilla Phelps

Director of Nursing

$114,849Pt VII · Sec A

Thomas Crossgrove

Facilities Director

$108,623Pt VII · Sec A

Laurie Mante’s $342K as Executive Director is at the 83rd 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

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Laurie Mante	$342,255	$304,008	$266,130	$257,939	$265,748
Gregory Sommers	$223,375	$187,740	$161,744	$141,032	$143,972
Michael Youmans	$151,682	$146,209	$144,059	$135,982	—
Deborah McCardell	$146,375	$118,277	$111,363	$103,374	$106,907
Joanne Edmister	$132,355	—	—	—	—
Danielle Chontey	$126,279	—	—	—	—
Drusilla Phelps	$114,849	—	—	—	—
Michelle Megivern	—	$101,848	$110,962	—	—

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

Provides a continuing care retirement community for older adults, offering independent living, assisted care, and skilled nursing within a supportive, secure environment.

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Provided by the organization

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1 program · $26.4M · in their own filed words · FY2024

01

Continuing Care Retirement Community

Kendal at ithaca consists of 232 independent living units, a community center, and a 84-BED health center composed of 36 adult home beds and 48 nursing home beds. Kendal provides comfortable and safe housing for seniors, which includes assisted and skilled nursing on campus if and when needed, and also is committed to continuing these…

$26.4Mprogram 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 · FY2025

Residents' Association of Kendal at Ithaca INCFY2025$29K

Total grants receivedfrom 1 funder$29K

Grants paid · 5 grants · $504K · 2020–2024

Unitemized GrantFY2024$90,922

Unitemized GrantFY2023$97,364

Unitemized GrantFY2022$126,600

Unitemized GrantFY2021$95,200

Unitemized GrantFY2020$93,700

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$32.2M

Ln 12

Fees for servicesLn 2g$29.7M

Investment incomeLn 3$1.9M

Other incomeLn 4–11$406K

Money outPt IX

$31.2M

Ln 25

Programscol B$26.4M

Managementcol C$4.8M

Owns and owesPt X

$14.1M

net assets · Ln 32

Cash and savingsLn 1–2$3.5M

Total assetsLn 16$121.2M

LiabilitiesLn 26$107.2M

PeoplePt VI, VII

31

listed · VII A

PaidVII A8

Voting boardVI 1a20

IndependentVI 1b20

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$200K

Fees for servicesLn 2g$29.7M

Investment incomeLn 3$1.9M

Other incomeLn 4–11$406K

Gains on assetsLn 7−$87K

Total revenueLn 12$32.2M

Assets in detailPt X, end of year

CashLn 1$521

SavingsLn 2$3.5M

Cash and savings togetherLn 1–2$3.5M

InvestmentsLn 11–13$60.7M

Land, buildings, equipmentLn 10c$55.4M

Other assetsLn 15$58K

Total assetsLn 16$121.2M

LiabilitiesLn 26$107.2M

Net assetsLn 32$14.1M

OperationsPt I, VI

EmployeesI 5337

VolunteersI 623

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	$2.9M	$3.5M
InvestmentsLn 11–13	$55.3M	$60.7M
Land, buildings, equipmentLn 10c	$56.4M	$55.4M
Total assetsLn 16	$117.1M	$121.2M
LiabilitiesLn 26	$105.3M	$107.2M
Net assetsLn 32	$11.8M	$14.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$91K	$91K
Pay of current officers, directors and key staffLn 5	$888K		$888K
Other salaries and wagesLn 7	$11.5M	$10.4M	$1.1M
Pension plan contributionsLn 8	$912K	$839K	$73K
Other employee benefitsLn 9	$1.5M	$1.4M	$144K
Payroll taxesLn 10	$1.0M	$891K	$155K
Management feesLn 11a	$853K	$262K	$591K
Legal feesLn 11b	$55K		$55K
Accounting feesLn 11c	$65K		$65K
Lobbying feesLn 11d	$2K		$2K
Investment management feesLn 11f	$107K		$107K
Other fees for servicesLn 11g	$1.4M	$1.2M	$191K
Advertising and promotionLn 12	$113K		$113K
Office expensesLn 13	$806K	$619K	$186K
Information technologyLn 14	$528K	$46K	$483K
OccupancyLn 16	$2.2M	$2.1M	$10K
TravelLn 17	$151K	$121K	$30K
Conferences, conventions and meetingsLn 19	$17K	$13K	$5K
InterestLn 20	$1.4M	$1.4M	$13K
Depreciation, depletion and amortizationLn 22	$4.8M	$4.7M	$43K
InsuranceLn 23	$368K		$368K
Other expenses (24a–d)Ln 24	$2.3M	$2.2M	$131K
All other expensesLn 24e	$121K	$62K	$58K
Total functional expensesLn 25	$31.2M	$26.4M	$4.8M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$32.2M	$31.2M	$929K	$14.1M	990 PDF
FY2023	$29.6M	$29.3M	$364K	$11.8M	990 PDF
FY2022	$28.2M	$28.4M	−$197K	$9.2M	990 PDF
FY2021	$27.8M	$27.1M	$647K	$13.7M	990 PDF
FY2020	$28.9M	$27.1M	$1.9M	$14.0M	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 $32,161,762 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $134,517$200,141

I-9 Program service revenuePrior year $28,343,029$29,683,587

I-10 Investment incomePrior year $1,004,512$1,872,151

I-11 Other revenuePrior year $153,030$405,883

I-12 Total revenuePrior year $29,635,088$32,161,762

I-13 Grants and similar amounts paidPrior year $97,364$90,922

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

I-15 Salaries and benefitsPrior year $14,897,781$15,884,162

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

I-17 Other expensesPrior year $14,276,222$15,257,680

I-18 Total expensesPrior year $29,271,367$31,232,764

I-19 Revenue less expensesPrior year $363,721$928,998

Part VI · Governance 20 of 20 board members independent, no flags

VI-1a Voting members of the governing body20

VI-1b Independent voting members20

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 $32,161,762 across 8 lines filed

Lines not itemized here account for $142,476 of total revenue; see the IRS return.

VIII-1f All other contributions, gifts and grants$200,141

VIII-1h Total contributions, gifts and grants$200,141

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,683,587$29,683,587

VIII-3 Investment incomeExcluded from tax $1,826,727$1,826,727

VIII-6 Net rental income or lossExcluded from tax $33,958$33,958

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$86,658−$86,658

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $361,531$361,531

VIII-12 Total revenueRelated to mission $29,683,587 · Unrelated business $0 · Excluded from tax $2,278,034$32,161,762

Part IX · Statement of functional expenses $31,232,764 across 23 lines filed

IX-2 Grants to domestic individualsPrograms $90,922$90,922

IX-5 Pay of current officers, directors and key staffManagement $888,283$888,283

IX-7 Other salaries and wagesPrograms $10,367,373 · Management $1,138,078$11,505,451

IX-8 Pension plan contributionsPrograms $839,483 · Management $72,646$912,129

IX-9 Other employee benefitsPrograms $1,388,070 · Management $144,258$1,532,328

IX-10 Payroll taxesPrograms $890,851 · Management $155,120$1,045,971

IX-11a Management feesPrograms $262,345 · Management $591,143$853,488

IX-11b Legal feesManagement $54,758$54,758

IX-11c Accounting feesManagement $65,114$65,114

IX-11d Lobbying feesManagement $1,815$1,815

IX-11f Investment management feesManagement $106,590$106,590

IX-11g Other fees for servicesPrograms $1,170,996 · Management $191,419$1,362,415

IX-12 Advertising and promotionManagement $113,029$113,029

IX-13 Office expensesPrograms $619,351 · Management $186,304$805,655

IX-14 Information technologyPrograms $45,573 · Management $482,867$528,440

IX-16 OccupancyPrograms $2,147,573 · Management $9,920$2,157,493

IX-17 TravelPrograms $121,453 · Management $30,019$151,472

IX-19 Conferences, conventions and meetingsPrograms $12,840 · Management $4,514$17,354

IX-20 InterestPrograms $1,420,404 · Management $12,900$1,433,304

IX-22 Depreciation, depletion and amortizationPrograms $4,740,898 · Management $43,056$4,783,954

IX-23 InsuranceManagement $368,459$368,459

IX-24 Other expenses (24a–d)Programs $2,202,752 · Management $131,021$2,333,773

IX-24e All other expensesPrograms $62,185 · Management $58,382$120,567

IX-25 Total functional expensesPrograms $26,383,069 · Management $4,849,695 · Fundraising $0$31,232,764

Part X · Balance sheet $121,249,284 assets, 18 lines filed

X-1 Cash, non-interest-bearingStart of year $1,158$521

X-2 Savings and temporary cash investmentsStart of year $2,868,231$3,463,760

X-4 Accounts receivableStart of year $756,465$684,543

X-8 Inventories for sale or useStart of year $223,615$167,558

X-9 Prepaid expenses and deferred chargesStart of year $851,439$827,969

X-10c Land, buildings and equipment, netStart of year $56,353,501$55,358,681

X-11 Publicly traded securitiesStart of year $55,293,719$60,688,684

X-15 Other assetsStart of year $709,124$57,568

X-16 Total assetsStart of year $117,057,252$121,249,284

X-17 Accounts payable and accrued expensesStart of year $2,334,404$1,994,262

X-19 Deferred revenueStart of year $62,039,955$65,127,921

X-20 Tax-exempt bond liabilitiesStart of year $35,606,217$34,445,519

X-25 Other liabilitiesStart of year $851,693$848,069

X-26 Total liabilitiesStart of year $105,276,930$107,188,386

X-27 Net assets without donor restrictionsStart of year $10,170,407$12,445,307

X-28 Net assets with donor restrictionsStart of year $1,609,915$1,615,591

X-32 Total net assets or fund balancesStart of year $11,780,322$14,060,898

X-33 Total liabilities and net assetsStart of year $117,057,252$121,249,284

Part XI · Reconciliation of net assets $14,060,898 net assets at year end

XI-1 Total revenue$32,161,762

XI-2 Total expenses$31,232,764

XI-3 Revenue less expenses$928,998

XI-4 Net assets at start of year$11,780,322

XI-5 Net unrealized gains (losses) on investments$1,351,578

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$14,060,898

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

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