Financial Information & Compliance

Financial Health

Kendal at Lexington is a not-for-profit Life Plan Community (formerly known as a CCRC). We welcome your careful review of our financial and compliance documentation by you, family members, and financial and legal advisors.

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 Lexington 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.

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 Lexington’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.

Disclosure Statement

As a CCRC, Kendal at Lexington is required to file an Annual Disclosure Statement with the State Corporation Commission Bureau of Insurance. This is an excellent source of financial information about the community. Among other items, it includes an audit by an outside firm of the community’s finances and business practices.

Please contact to request financial and compliance documents.

2023 Kendal Corporation Annual Report

Reflection report cover. innovation | growth | impact

Annual Report

Kendal’s 2023 annual report reflects on the Innovation, Growth, and Impact accomplished by affiliates and The Kendal Corporation last year. Despite the many challenges brought on by the COVID-19 pandemic and the subsequent economic volatility, Kendal organizations have remained steadfast in their commitment to creating community and delivering exceptional services. This year’s report is a testament to the continued dedication to Kendal values, and we are excited to share it with you.

Form 990

The federal Form 990 can be viewed and downloaded at

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Notice of Privacy Practices