NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC

EIN: 946050476 501(c)(3) Human Services

CARMEL, CA

Total Revenue
$26,506,956
Total Expenses
$26,272,601
Total Assets
$108,350,492
Net Assets
$20,500,978
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
CA
Principal Officer
JAY ZIMMER
Phone
8316241281
Tax Period
2024-01-01 to 2024-12-31

NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC, founded in 1960, is a mid-sized nonprofit in the Human Services sector that reported $26.5M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE HIGH QUALITY LIFE CARE FOR OLDER ADULTS IN A SAFE, ATTRACTIVE, AND CONGENIAL ENVIRONMENT, WHERE RESIDENTS CAN LIVE AND ENJOY AN ACTIVE AND SOCIALLY RESPONSIBLE ROLE IN THE COMMUNITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,220,307
Program Service Revenue $23,536,757
Investment Income $1,749,892
Other Revenue $0
TOTAL REVENUE $26,506,956

Expense Breakdown

Grants Paid $161,763
Salaries & Benefits $12,927,534
Fundraising Expenses $0
Program Expenses $19,760,716
Other Expenses $13,183,304
TOTAL EXPENSES $26,272,601

Year-over-Year Comparison

2024 2023 Change
Revenue $26,506,956 $23,904,335 +0.1%
Expenses $26,272,601 $25,172,893 +0.0%
Net Income $234,355 $-1,268,558 -1.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
164
Volunteers
14

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
6
$661,560
Total Directors
11
$0
Key Employees
1
$223,315
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN FREELAND CHAIR 2.00
Officer Director
$0 $0 $0
DAN LIMESAND VICE CHAIR 2.00
Officer Director
$0 $0 $0
STEVE MERRELL TREASURER 2.00
Officer Director
$0 $0 $0
LARRY FINCH SECRETARY 2.00
Officer Director
$0 $0 $0
TAMA BISTRIAN BOARD MEMBER 2.00
Director
$0 $0 $0
JIM GILBERT BOARD MEMBER 2.00
Director
$0 $0 $0
STEVEN JOHNSON BOARD MEMBER 2.00
Director
$0 $0 $0
NOLAN KENNEDY BOARD MEMBER 2.00
Director
$0 $0 $0
MARY SEIERSEN BOARD MEMBER 2.00
Director
$0 $0 $0
JOHN STAPLES BOARD MEMBER 2.00
Director
$0 $0 $0
KATHLEEN VENTIMIGLIA BOARD MEMBER 2.00
Director
$0 $0 $0
JAY ZIMMER PRESIDENT & CEO 40.00
Officer
$358,167 $43,654 $401,821
ANN-ELISE EMERSON CHIEF FINANCIAL OFFICER 40.00
Officer
$213,551 $46,188 $259,739
CHRISTINE REGAN COO & NH ADMINISTRATOR 40.00
Key Emp
$183,775 $39,540 $223,315
KELLY URQUIDES DIRECTOR OF NURSING 40.00
Highest
$127,230 $35,353 $162,583
EFREN AMANCIO NURSE 40.00
Highest
$173,363 $31,326 $204,689
KYUNG JASMINE NURSE 40.00
Highest
$128,956 $21,890 $150,846
MERCEDES ABLUTON PHYSICAL THERAPIST 40.00
Highest
$130,607 $3,790 $134,397
LISA HOOK IP NURSE 40.00
Highest
$123,200 $21,723 $144,923
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 $26,506,956 $26,272,601 $108,350,492 $234,355
2023 $23,904,335 $25,172,893 $99,599,281 $-1,268,558
2022 $21,228,628 $22,006,792 $96,809,897 $-778,164
2021 $19,905,938 $21,259,408 $63,297,249 $-1,353,470
2020 $21,273,840 $20,201,365 $61,836,039 $1,072,475
2019 $18,352,872 $17,873,234 $59,960,545 $479,638
2018 $15,932,072 $28,272,331 $56,312,869 $-12,340,259
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