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KENDAL AT ITHACA INC

ITHACA, NY · EIN 521787487 · Form 990 · FY2024 · NTEE P750 · Human Services · Large ($10M-$50M) · kai.kendal.org
revenue
$32.2M
expenses
$31.2M
net assets
$14.1M
employees
359
volunteers
27
program ratio
84%
mission · from form 990

CONTINUING CARE RETIREMENT COMMUNITY SERVING OLDER ADULTS IN A MUTUALLY SUPPORTIVE ENVIRONMENT.

profile · synthesized from sources

Kendal at Ithaca is a continuing care retirement community (CCRC) in Ithaca, NY, serving older adults in a supportive, environmentally conscious environment. The organization provides independent living, wellness programs, and on-site health care services across a 105-acre campus. Rooted in Quaker values, it emphasizes lifelong learning, sustainability, and inclusion, particularly for LGBTQ+ older adults.

named programs · 6 · from sources

What they call their work

Employee Futures Fund
Scholarship program funded by residents and donors that provides up to $5,250 annually for staff pursuing education in aging services.
Independent Living
Provides all-inclusive housing and wellness services for older adults in cottages and apartments, with access to fitness, dining, and community amenities on a 105-acre campus.
Kendal Leadership Fellows
System-wide leadership development program for staff, enhancing skills in collaboration, innovation, and mission-based leadership.
LGBTQ+ Inclusion Initiative
Trains staff in LGBTQ+ cultural competency through SAGECare, achieving platinum-level accreditation and fostering a safe, inclusive environment for LGBTQ+ residents.
Life Engagement Program
Supports resident engagement through activities, events, and personal growth opportunities led by a dedicated Life Engagement Manager.
Sustainability Program
Community-led initiatives including pollinator gardens, composting, recycling, electric vehicle charging, and habitat restoration to promote environmental stewardship.
activities · 13 groups

What they do

  • Long-Term Care Advocacy & Provider Support 1 activity
    • Advocating for policy development in senior living
      Played a pioneering role in establishing continuing care retirement communities in New York State and contributed to the passage of Article 46 of the Public Health Law enabling such developments.
  • Website Accessibility Implementation 1 activity
    • Ensuring digital accessibility
      Seeks to comply with Web Content Accessibility Guidelines (WCAG) 2.1 level AA standards and offers alternate communication methods, such as phone support, for individuals experiencing website accessibility difficulties.
  • Climate Change Public Awareness & Advocacy 1 activity
    • Hosting educational events on sustainability
      Hosts a monthly speaker series on climate change and sustainability topics for residents and staff.
  • Community Composting & Organic Waste Diversion 1 activity
    • Implementing environmental sustainability initiatives
      Conducts extensive sustainability practices including composting yard and food waste, recycling electronics and mixed materials (cans, bottles, glass, paper, plastic film), collecting over one ton of film plastic annually, converting plastic into durable campus furniture, operating pollinator gardens, restoring bird habitats, reducing herbicide/insecticide use, establishing low-mow areas, and using electric landscaping tools and vehicle charging stations.
  • Healthcare Compliance and Ethics Programs 1 activity
    • Maintaining regulatory compliance and ethical standards
      Operates a formal corporate compliance program to prevent and detect violations of laws and regulations, including fraud, waste, and abuse.
  • Non-Emergency Medical & Essential Transportation 1 activity
    • Offering resident transportation services
      Provides transportation services for residents to medical appointments.
  • Continuing Care Retirement Communities 1 activity
    • Operating a continuing care retirement community
      Provides housing and comprehensive support services for older adults through a continuing care retirement community on a 105-acre campus in Ithaca, NY. Offers independent living units (166 cottages and 69 apartments), onsite healthcare, wellness programs, fitness center access, and daily fitness classes.
  • Community Service and Charitable Outreach 1 activity
    • Promoting community engagement through volunteerism
      Residents and staff contribute thousands of hours annually to support education and wellness initiatives in the broader community.
  • Healthcare Education Scholarships and Fellowships 1 activity
    • Providing employee education scholarships
      Operates the Employee Futures Fund scholarship program, providing up to $5,250 per year for employee education in aging services; supports employees earning degrees and advancing into leadership roles.
  • Skilled Nursing and Rehabilitation Facilities 1 activity
    • Providing on-site health and rehabilitation care
      Offers short- and long-term illness care, long-term nursing care, and rehabilitation services to residents on site.
  • Senior Social & Enrichment Programming 1 activity
    • Supporting resident-led community programming
      Facilitates resident-led activities including book discussions, card games, music making, arts, gardening, exercise classes, and sports.
  • Leadership Development Programs 1 activity
    • Supporting staff leadership development
      Offers structured leadership development programs for staff, including participation in the Kendal Leadership Fellows program and the Larry Minnix Leadership Academy in partnership with Leading Age National.
  • Uncategorized 1 activity
    • Advancing LGBTQ+ inclusion in senior care
      Received SAGECare platinum accreditation for LGBTQ+ cultural competency, with at least 80% of management and staff trained and credentialed.
financials · form 990 · fy2024
revenue
Total revenue$32.16M
Contributions & grants$200K1%
Program service revenue$29.68M92%
Investment income$1.87M6%
Other revenue$406K
expenses
Total expenses$31.23M
Program expenses84%
Admin / overhead16%
Fundraising0%
Salaries & benefits$15.88M
Grants paid out$91K
Largest expense lineCompensation
balance sheet
Total assets$121.25M
Cash$3.46M
Investments$60.69M
Liabilities$107.19M
Net assets$14.06M
Liquid reserves24.6 mo
4 years on record · 2020–2024 · YoY revenue +8.5%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 8
NameTitleHours/wkCompensation
LAURIE MANTE EXECUTIVE DIRECTOR 40 $412K
GREGORY SOMMERS CHIEF FINANCIAL OFFICER 40 $272K
MICHAEL YOUMANS HEALTH SERVICES ADMINISTRATOR 40 $204K
DEBORAH MCCARDELL DIRECTOR OF HUMAN RESOURCES 40 $175K
DRUSILLA PHELPS DIRECTOR OF NURSING 40 $164K
DANIELLE CHONTEY ADMISSIONS DIRECTOR 40 $148K
JOANNE EDMISTER REGISTERED NURSE 49 $146K
THOMAS CROSSGROVE FACILITIES DIRECTOR 40 $134K
board members · 17
  • ALAN MATHIOS — BOARD MEMBER
  • ALAN PEDERSEN — BOARD MEMBER
  • ANDREW SIMKIN — SECRETARY (UNTIL APRIL 2024)
  • CHARLES ACKERMAN — BOARD MEMBER
  • CHRISTINE SHEPPARD — BOARD MEMBER
  • DAVINA DESNOES — VICE CHAIR
  • DONALD WILSON — BOARD MEMBER
  • GEORGE FERRARI JR — BOARD MEMBER
  • HELEN TALTY — BOARD MEMBER
  • JEFFREY LAYTON — BOARD MEMBER
  • JEFFREY PENOYER — BOARD MEMBER
  • JOE MAREANE — BOARD MEMBER
  • JOHANNA ANDERSON — BOARD MEMBER (UNTIL APRIL 2024)
  • JUDITH EHREN — BOARD MEMBER
  • JUSTINA FETTERLY — BOARD MEMBER
  • LUCY STALEY — SECRETARY
  • MARY ANN ERICKSON — BOARD MEMBER
relationships · 14

Who they work with

  • CARF Government — Rated by CARF against international standards for financial performance in continuing care retirement communities
  • Cornell University Partner — Located near Cornell University, offering residents access to academic and cultural resources.
  • Finger Lakes Partnership for Regional Invasive Species Management Partner — Hosted Matt Gallo from the Finger Lakes Partnership for Regional Invasive Species Management as a speaker on habitat restoration.
  • Fingerlakes ReUse Center Partner — Hosted Diane Cohen from the Fingerlakes ReUse Center as a speaker on reuse and recycling practices.
  • Ithaca College Partner — Located near Ithaca College, offering residents access to academic and cultural resources.
  • Kendal Corporation Network — Part of the Kendal Corporation network of retirement communities.
  • Kendal Corporation Network — Part of the Kendal System, a network of communities inspired by Quaker values and committed to aging with purpose and integrity.
  • Kendal System Network — Participates in the system-wide Kendal Leadership Fellows program, indicating membership in the broader Kendal network.
  • Leading Age National Partner — Partnered to support staff leadership development through the Larry Minnix Leadership Academy.
  • Marketing and Admissions Team Partner — Team available to assist with additional inquiries not addressed in the FAQ.
  • Religious Society of Friends Network — Rooted in the values and principles of the Religious Society of Friends (Quakers), shaping community practices and culture.
  • SAGECare Partner — Partnered with SAGECare to achieve platinum-level LGBTQ+ cultural competency training and accreditation.
  • Senior Stewards Acting for the Environment (SSAFE) Partner — Serves on the board of SSAFE and collaborates on developing community sustainability initiatives.
  • Susan Christopherson Center for Community Planning Partner — Hosted Gretchen Worth from the Susan Christopherson Center for Community Planning as a speaker on sustainability topics.
strategies · 4

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Integrated Lifelong Care Model
    methodology: integrated_lifelong_care
    By integrating housing, wellness programming, and health care within a single residential model, the organization supports sustained independence and aging in place, because coordinated, holistic care reduces fragmentation and meets evolving needs over time.
  • Life Engagement and Lifelong Learning Model
    methodology: lifelong_learning_engagement
    By promoting lifelong learning and employing a dedicated Life Engagement Manager to catalyze participation, the organization enhances resident well-being and community cohesion because structured opportunities for intellectual and social engagement support purposeful aging.
  • Resident-Led Community Governance and Programming
    methodology: resident_led_governance
    By enabling residents to lead the design of community life and self-organize intellectual, social, and spiritual activities, the organization fosters a participatory, purpose-driven culture that enhances engagement and well-being because autonomy and self-direction are central to meaningful aging.
  • Values-Based Community Grounded in Quaker Principles
    methodology: quaker_based_aging
    By grounding community life in Quaker values of mutual respect, shared responsibility, and non-judgmental inquiry, the organization cultivates a culture of dignity, inclusion, and continuous personal growth, because shared ethical principles foster trust and collective well-being in aging populations.