2024-10-23T12:39:41-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2023-01-01 882322210 KENDAL AT VENTURA KEND 6103351200 300 PAGE STREET SAN FRANCISCO CA 94102 AMY C HARRISON ACTING CFO 6103351200 2024-10-22 1 1 LISA N RYSSEL CPA P00643670 7149781300 2024-10-22 2023 2024-10-15 13:58:12Z X ENSO VERDE AMY C HARRISON 300 PAGE STREET SAN FRANCISCO CA 94102 0 0 X N/A X 2022 CA DEVELOP AND OPERATE A SENIOR LIVING COMMUNITY DESIGNED TO FURTHER THE IDEALS AND MISSION OF THE KENDAL CORPORATION AND SAN FRANCISCO AGING IN SIMI VALLEY. 6 6 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1909400 0 1909400 0 -1909400 0 28968948 0 30878348 0 -1909400 THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF ESTABLISHING, MAINTAINING, OPERATING, AND MANAGING A LIFE PLAN COMMUNITY IN SIMI VALLEY, CALIFORNIA. DURING 2023 THE PROPERTY IS IN DEVELOPMENT. 0 0 THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF ESTABLISHING, MAINTAINING, OPERATING, AND MANAGING A LIFE PLAN COMMUNITY IN SIMI VALLEY, CALIFORNIA. DURING 2023 THE PROPERTY IS IN DEVELOPMENT. 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X AMY C HARRISON 6103351200 300 PAGE STREET SAN FRANCISCO CA 94102 PAUL KEUNSTNER CHAIR 10.00 0.00 X X 0 0 0 LAURA GELLER BOARD MEMBER 10.00 0.00 X 0 0 0 LAURIE SOWD BOARD MEMBER 10.00 0.00 X 0 0 0 BILL BENSON BOARD MEMBER 10.00 0.00 X 0 0 0 JOAN BARNES BOARD MEMBER 10.00 0.00 X 0 0 0 SUSAN O'CONNELL BOARD MEMBER 10.00 0.00 X 0 0 0 NANCY WALSH BOARD MEMBER 10.00 0.00 X 0 0 0 AMY C HARRISON CHIEF FINANCIAL OFFICER 10.00 50.00 X 0 441717 45741 STEPHEN BAILEY CHIEF STRATEGY OFFICER 10.00 40.00 X 0 324424 28609 0 766141 74350 3 0 1 0 GREENBRIER DEVELOPEMNT LLC 3232 MCKINNEY AVENUE SUITE 1160 DALLAS TX 75204 DEVELOPERS 656152 SOUTHLAND CIVIL ENGINEERING & SURVERY L 87 NRAYMOND AVENUE SUITE 300 PASADENA CA 91103 DEVELOPERS 194301 2 0 0 0 0 1569070 1569070 340330 340330 1909400 0 1909400 0 33220 40895 16137268 0 0 16137268 0 12757565 0 28968948 0 3172404 0 27398944 0 307000 0 30878348 X 0 -1909400 0 -1909400 0 28968948 -1909400 0 X X 0 1 X 1 0 X X 1 THE KENDAL CORPORATION 232688382 10 1 219515 0 1 219515 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 2: THE KENDAL CORPORATION IS A TYPE III SUPPORTING ORGANIZATION. EACH YEAR KENDAL AGING WORKS WITH THE KENDAL CORPORATION TO DETERMINE THE KENDAL CORPORATION IS ABLE TO PASS THE SCHEDULE A, PART II OR PART III PUBLIC CHARITY SUPPORT TEST AND MAINTAINS THE SUBSTANTIATION IN ITS FILES. 10881538 10881538 54918 54918 5200812 5200812 16137268 ASSETS LIMITED AS TO USE 12742989 SECURITY DEPOSIT 14576 12757565 RELATED PARTIES - SUBORDINATED LOANS 175000 REFUNDABLE RESIDENT DEPOSITS 132000 307000 X 0 0 0 0 0 1909400 0 1909400 0 1909400 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. 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 REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. X X X 0 0 0 0 0 0 0 1 0 AMY C HARRISON CHIEF FINANCIAL OFFICER 0 440475 0 0 0 1242 0 5238 0 40503 0 487458 0 0 STEPHEN BAILEY CHIEF STRATEGY OFFICER 0 310860 0 10000 0 3564 0 16761 0 11848 0 353033 0 0 PART I, LINE 3 CEO COMPENSATION AND BONUS, IF ANY, IS DETERMINED BY THE COMPENSATION AND BENEFITS COMMITTEE OF THE BOARD OF DIRECTORS. PART I, LINE 7 RETENTION BONUS PAID TO CERTAIN KEY EMPLOYEES. A CALIFORNIA PUBLIC FINANCE AUTHORITY 474447476 13057GAJ8 2023-02-23 27625000 TO FUND NEW PROJECT DEVELOPMENT 0 0 0 A 27625000 549738 25686647 1388616 2028 0 0 0 0 A 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE OFFICERS WILL REVIEW THE FORM 990. UPON COMPLETION OF THAT INITIAL REVIEW, THE FORM 990 IS SENT TO THE BOARD AUDIT AND COMPLIANCE COMMITTEE FOR REVIEW, AND THEN SENT TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST AND CODE OF CONDUCT ARE REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST OF POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. KENDAL AGING 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 823361136 ESTABLISH AND SUPPORT SENIOR LIVING SERVICES AND COMMUNITIES CA 501(C)(3) LINE 12B, II THE KENDAL CORPORATION 0 THE KENDAL CORPORATION 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 232688382 SUPPORT A NETWORK OF SENIOR LIVING SERVICES AND COMMUNITIES PA 501(C)(3) LINE 12C, III-FI N/A 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 KENDAL AGING M 150000 WRITTEN AGREEMENT KENDAL AGING E 87500 WRITTEN AGREEMENT