California · Nonprofit
KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY
KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY (California) receives grants from 3 organizations whose IRS filings report $317,250 to it, the largest being BIO-R USA ($300,000). 1 of them have funded it in more than one year.
- Revenue FY2024
- $14M
- Funders on record
- 3
- Grants received
- $317k
- Net assets
- $-40429410
What Kendal at Sonoma a Zen Inspired Community does
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.
As stated on its FY2024 Form 990.
Program
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.
$23,506,723 spent$10,705,823 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $23,506,723.
The organization over time
Each line starts at 100 in 2021, so what you read is the shape rather than the size: 150 means half as much again as 2021, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2023 to 2024, from $375M to $311M (−17%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
3% of KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY’s revenue is contributions — about as donation-reliant as the typical peer (13% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 4 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Rosemary Jordan
CEO (thru 4/24)
Board chair
Rob Lippincott
Chair
As listed on its FY2024 Form 990.
Who funds it, year by year
Grant support over time, funder by funder — shade shows the grant size each year.
2 of 3 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 5% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY leans on a few funders — its largest provides 95% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY's grant income comes from California funders.
Funder states come from each funder’s own filing. $17k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY holds deeper cash reserves than three-quarters of the 817 housing & shelter nonprofits its size.
this organization peer median middle 50% of peers· 817 housing & shelter nonprofits $10M–$100M, FY2024
Organizations like KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
71% of spending goes to programs.
Governance
Public support
75%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 16 related entities
- The Kendal Corporation · exempt
- Kendal Aging · exempt
- Kendal New York · exempt
- Kendal Charitable Funds · exempt
- Barclay Friends · exempt
Screen this organization
A dated, signed PDF of the compliance screen for KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY?
- KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY (California) receives grants from 3 organizations whose IRS filings report $317,250 to it, the largest being BIO-R USA ($300,000). 1 of them have funded it in more than one year.
- How many funders does KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY have?
- IRS filings report 3 organizations giving $317,250 in grants to KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY, 1 of which have funded it in more than one year.
- Who is the largest funder of KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY?
- BIO-R USA is the largest funder on record, with $300,000 in grants. The full list of funders is on this page.
- How can an organization like KENDAL AT SONOMA A ZEN INSPIRED COMMUNITY find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Kendal at Sonoma a Zen Inspired →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2021–2024), and the filings of 3 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing