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

  • On’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 to request financial and compliance documents.

2021 Kendal Corp. Annual Report

Annual Report

Kendal’s 2022 Annual Report provides insight into how we, together, have achieved wonderful things for which we are proud. Along with the Values and Practices that guide us each day, it is through unity, knowledge and imagination that we have been able to meet success and prioritize efforts toward diversity, equity, inclusion and belonging.