Kendal at Longwood Residents Association

Nonprofit profile at a glance

EIN
232175621
IRS 990-EZ coverage
2011–2024
Forms available
Form 990-EZ 2024
Location
Kennett Square, PA, USA
Phone
2157768269
Rating
40
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$117,192
Expenses
$86,670
Assets
$143,273
Liabilities
$143

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

Leadership & pay

12 people listed

Executive titles in this filing

  • JEFF LAVINE (PRESIDENT-ELECT)

People named in this filing

  • BETH FREDERICK (DIRECTOR)
  • BETSY WENNY (DIRECTOR)
  • CAROL CLAPHAM (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Social and educational activities for residents of retirement community

What it reported doing in 2024

The organization supports approximately 50 different activities within the retirement community for the benefit of residents. Activities include art, music, and many other social and educational activities. Funds are raised by the residents living in the community.

Operating model

Revenue model
Donor-supported. 77% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 2
  • Transparency & Controls: 82
  • Sustainability: 73
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 3.9%; rating input score 4
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 26%; rating input score 80; 80th percentile among comparable filings
  • Total-asset coverage ratio: 1.65; rating input score 75; 75th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 51; 51st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 3.6% per year; rating input score 100; 40th percentile among comparable filings
  • Asset growth: 2.8% per year; rating input score 100; 37th percentile among comparable filings

Details

  • Where the money goes: 3.9% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • 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 — Financial Efficiency: Mission deployment rate scored 4/100.
  • Review — Sustainability: Liabilities to assets ratio scored 51/100.