CONGREGATIONAL CHURCH RETIREMENT COMM

EIN: 942645317 501(c)(3)

LONG BEACH, CA

Total Revenue
$8,006,381
Total Expenses
$4,015,033
Total Assets
$3,736,543
Net Assets
$3,142,465
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
CA
Principal Officer
DR WILLIAM TELLMAN
Phone
5622575100
Tax Period
2023-12-01 to 2024-11-30

CONGREGATIONAL CHURCH RETIREMENT COMM, founded in 1979, is a community nonprofit that reported $8.0M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.0M, a strong 50% operating margin.

Mission

NURSING CARE AND ASSISTED LIVING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,105,894
Investment Income $5,864,424
Other Revenue $36,063
TOTAL REVENUE $8,006,381

Expense Breakdown

Grants Paid $1,000,000
Salaries & Benefits $1,378,441
Fundraising Expenses $0
Program Expenses $3,569,477
Other Expenses $1,636,592
TOTAL EXPENSES $4,015,033

Year-over-Year Comparison

2023 2022 Change
Revenue $8,006,381 $7,391,056 +0.1%
Expenses $4,015,033 $9,167,593 -0.6%
Net Income $3,991,348 $-1,776,537 -3.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
10
Employees
83
Volunteers
10

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$1,089,541
Total Directors
11
$685,724
Key Employees
7
$2,195,828
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR WILLIAM TELLMAN DIRECTOR, BOARD PRESIDENT 0.50
Officer Director
$0 $0 $0
RALPH PETRI DIRECTOR 0.50
Director
$0 $0 $0
PERRY EDWARDS TREASURER 0.50
Officer Director
$0 $0 $0
ROY GEE DIRECTOR 0.50
Director
$0 $0 $0
JANE ROACH VICE PRESIDENT 0.50
Officer Director
$0 $0 $0
BARBARA TELLMAN DIRECTOR 0.50
Director
$0 $0 $0
REBECCA KREINER RECORDING SECRETARY 0.50
Officer Director
$0 $0 $0
BEV BROWER DIRECTOR 0.50
Director
$0 $0 $0
BEV HILL DIRECTOR 0.50
Director
$0 $0 $0
STUART J HARTMAN PRESIDENT AND CEO 0.20
Officer Director
$0 $68,128 $685,724
LAURA FOX BUCHAN SECRETARY 0.20
Officer Director
$0 $0 $0
FRANK ROSSELLO JR CFO AND VP OF FINANCE 0.20
Officer
$0 $25,235 $403,817
ROBERT R AMBERG EXECUTIVE VP GEN COUNSEL 0.20
Key Emp
$0 $49,216 $489,502
VINCENT B MAGNONE VP TREASURY & INVSTMT OFFICER 0.20
Key Emp
$0 $37,102 $283,260
YURI ANDREW ESCANDON VP HOUSING OPERATIONS 0.20
Key Emp
$0 $40,606 $289,428
NADA BATTAGLIA VP HUMAN RESOURCES 0.20
Key Emp
$0 $46,746 $288,839
KEVIN GILCHRIST VP DEVELOPMENT FINANCE 0.20
Key Emp
$0 $48,817 $277,179
BOBBY FARD VP ACQUIS AND PROJ DEV 0.20
Key Emp
$0 $21,908 $281,127
DAVID NAPIERSKIE VP HEALTH CARE OPERATIONS 0.20
Key Emp
$0 $41,335 $286,493
STEPHANIE TITUS VP PHILANTHROPY/CSO 0.20
Highest
$0 $49,191 $288,833
JOHN CLOW VP RISK MANAGEMENT 0.20
Highest
$0 $18,816 $227,978
CHRISTOPHER PURCELL CONTROLLER 0.20
Highest
$0 $19,731 $216,931
MICHAEL RIVERA REGIONAL MANAGER HEALTH CARE 0.20
Highest
$0 $4,520 $228,351
TERESA KENNEDY NURSE TRAINER EXEMPT 0.20
Highest
$0 $3,734 $214,382
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $8,006,381 $4,015,033 $3,736,543 $3,991,348
2023 $7,391,056 $9,167,593 $4,765,202 $-1,776,537
2022 $7,291,540 $8,479,183 $4,991,637 $-1,187,643
2021 $8,478,232 $9,093,500 $5,257,691 $-615,268
2020 $9,264,803 $9,022,819 $5,150,925 $241,984
2019 $8,687,995 $9,099,814 $5,129,462 $-411,819
2018 $8,468,329 $8,779,034 $5,137,220 $-310,705
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