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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 Lathrop, 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.

Compliance Information


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.


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 fsansom@lathrop.kendal.org to request financial and compliance documents.


2019 Kendal Corp. Annual Report

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.