Kendal at Sonoma a Zen Inspired Community

Overview

Mission

An authentic, sustainable, awake, engaged community, evolving the practice of senior living in a calm, compassionate, respectful environment, informed by the teachings of wisdom and contemplative care.

What it reported doing in 2024

Provide a zen inspired continuing care retirement community that houses 221 independent living units, 30 assisted living units, and 24 memory care units.kendal and san francisco zen center are committed to creating an inclusive retirement community, open to all, and rooted in the fundamental values of kindness and compassion-emphasizing spiritual as well as physical well-being. Founded as a nonprofit organization rooted in quaker values, kendal at sonoma is a vibrant, diverse, and inclusive community dedicated to healthy aging. We foster independence, lifelong learning, engagement in and service to the wider community, meaningful social and intergenerational connections, and access to excellent health care.

Operating model

Revenue model
Earned-program. 77% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

Nonprofit profile at a glance

EIN
814896082
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-N 2020
Location
Healdsburg, CA, USA
Phone
7078663676
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Senior Citizens' Housing/Retirement Communities
Affiliation
Buddhism

Reported finances

Revenue
$13,897,379
Expenses
$32,926,177
Assets
$310,880,448
Liabilities
$351,309,858

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 79
  • Transparency & Controls: 89
  • Accountability: 100
  • Sustainability: 35
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 71.4%; rating input score 71
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -136.9%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 9.44; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 1.13; rating input score 4; 4th percentile among comparable filings
  • Officer compensation ratio: 3.7%; rating input score 62; 62nd percentile among comparable filings

Growth

  • Program expense growth: 130.3% per year; rating input score 100; 99th percentile among comparable filings
  • Revenue growth: 143.6% per year; rating input score 100; 100th percentile among comparable filings
  • Asset growth: -3.2% per year; rating input score 0; 4th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 71.4% of spending went to programs
  • Governance: 10 of 10 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $23.5M in reported program spending
  • Leadership: top reported pay $282K · 18 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $1.8M reported
  • Consistency: 34 of 34 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 3 annual filings from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 16 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 4/100.

Leadership & pay

18 people listed

Highest reported compensation

  • ROSEMARY JORDAN (CEO (THRU 4/24)): $282,409 total reported compensation
  • ADAM BULATEWICZ (DIRECTOR OF FINANCE): $220,586 total reported compensation
  • TIMOTHY SCHAEFER (DIRECTOR OF IT): $170,740 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024.