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

The Disclosure Statement is another excellent source of financial information about communities. 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.

2020 Kendal Corporation Annual Report

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.

Form 990

The federal Form 990 can be viewed and downloaded at

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