Older woman sitting on bench

Financial Information & Compliance

As a system of not-for-profit senior living communities, programs and services founded on the principles of the Religious Society of Friends (Quakers), Kendal aspires to transform the experience of aging, guided by Kendal’s Values and Practices.

Kendal affiliates, including here in Granville, work together within the Kendal System and with caring people outside of it to transform our culture’s view of aging and of older persons, stressing the potential for fulfillment and continuing contribution during the later stages of life.

We welcome current and potential residents, family members, and financial advisors to review our financial statements, including the 990 form submitted to the IRS as a not-for-profit organization.

Compliance Information


Corporate compliance is a formal program specifying an organization’s policies and procedures to help them prevent and detect violations of laws and regulations. This includes standards for performance, clear statements of practices, rules and policies. The program fosters a culture of compliance that promotes legal and ethical behavior in the workplace by creating processes that detect and prevent fraud, waste, abuse, and policy violations.

Kendal at Granville’s Code of Conduct covers the compliance issues, laws and regulations, and guidelines that are relevant to a provider of senior services, especially those providing a wide range of healthcare services.

Download Financial Forms


It is critical for Lifecare communities to maintain financial well-being. An excellent source of consumer information about lifecare finances and the important metrics that define their health is available from the Commission on Accreditation of Rehabilitation Facilities (CARF). This organization provides a performance review of communities like Kendal at Granville and rates them against international standards. The CARF Consumer Guide to Understanding Financial Performance & Reporting in Continuing Care Retirement Communities is an excellent source of critical information.

It is critical for Lifecare communities to maintain financial well-being. An excellent source of consumer information about lifecare finances and the important metrics that define their health is available from the Commission on Accreditation of Rehabilitation Facilities (CARF). This organization provides a performance review of communities like Kendal at Granville and rates them against international standards. The CARF Consumer Guide to Understanding Financial Performance & Reporting in Continuing Care Retirement Communities is an excellent source of critical information.


Form 990


The federal Form 990 can be viewed and downloaded at GuideStar.org.

  • On GuideStar.org’s homepage, click the red “Create Account” button in the top right corner to create a free account.
  • You will be asked to fill out a form with your first and last name, your email address and a password to gain access to the site.
  • Once you’ve submitted the information to create an account, you’ll receive a “Welcome to GuideStar!” email asking you to click a link to verify your email address.
  • After you’ve verified your email address, you’ll receive a “Thank you for signing up” email that includes links with instructions on:


Please contact admissions@kag.kendal.org to request financial and compliance documents.


2020 Annual Report Cover

Annual Report


Kendal’s Annual Report reflects the previous year’s financial position and shares stories that demonstrate the ways that Kendal makes a difference in the communities where Affiliates are located.