CONGREGATIONAL HOMES INC

EIN: 952047121 501(c)(3) Human Services

POMONA, CA

Total Revenue
$41,674,008
Total Expenses
$42,147,404
Total Assets
$168,456,588
Net Assets
$39,639,419
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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
CA
Principal Officer
PATRICIA L WILLIAMS
Phone
9096245061
Tax Period
2024-10-01 to 2025-09-30

CONGREGATIONAL HOMES INC, founded in 1957, is a mid-sized nonprofit in the Human Services sector that reported $41.7M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF CONGREGATIONAL HOMES, INC IS TO HELP ENSURE A HIGH QUALITY OF LIFE FOR A DIVERSE COMMUNITY OF OLDER ADULTS BY PROVIDING COMPREHENSIVE AND SECURE SERVICES THAT PROMOTE WELLNESS, INDEPENDENCE, PARTICIPATION AND DIGNITY.MT. SAN ANTONIO GARDENS, FONDLY KNOWN AS "THE GARDENS", IS A NATIONALLY RECOGNIZED LIFE CARE COMMUNITY IN SOUTHERN CALIFORNIA THAT OFFERS THE IDEAL BASE FROM WHICH TO LAUNCH NEW ADVENTURES AND ENJOY THE RICHNESS OF LIFE OWING MUCH OF ITS APPEAL TO THE DIVERSITY AND HARMONY OF ITS RESIDENTS WHO SHARE AN INTEREST IN PURSUING AN ENGAGED, VIBRANT LIFESTYLE.

Program Service Accomplishments

Program 1
Expenses: $28,372,406 Revenue: $32,609,796

RESIDENTIAL SERVICES - MSAG PROVIDES INDEPENDENT AND ASSISTED LIVING SENIOR SERVICES TO RESIDENTS FOR A STATED MONTHLY FEE. MSAG RECOGNIZES REVENUE FOR SENIOR LIVING SERVICES UNDER THE RESIDENTIAL...

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RESIDENTIAL SERVICES - MSAG PROVIDES INDEPENDENT AND ASSISTED LIVING SENIOR SERVICES TO RESIDENTS FOR A STATED MONTHLY FEE. MSAG RECOGNIZES REVENUE FOR SENIOR LIVING SERVICES UNDER THE RESIDENTIAL SERVICES AGREEMENT FOR INDEPENDENT LIVING AND ASSISTED LIVING IN ACCORDANCE WITH THE PROVISION OF ASC 840. TOTAL RESIDENT DAYS THIS YEAR AMOUNTED TO 126,477 DAYS IN INDEPENDENT LIVING AND 30,727 DAYS IN ASSISTED LIVING. WE AVERAGED 342 INDEPENDENT LIVING RESIDENTS AND 82 ASSISTED LIVING RESIDENTS PER DAY. MSAG PROVIDED ASSISTED LIVING SERVICES TO AN AVERAGE OF 13 SENIORS IN THE COMMUNITY. THE MSAG CAMPUS COVERS OVER 30 ACRES AND ALL BUILDINGS (84) ARE MAINTAINED TO FIT THE SPECIAL NEEDS OF THE SENIOR POPULATION THAT LIVE HERE. MSAG WAS BUILT IN 1959-1961 WITH MANY RENOVATIONS OVER THE YEARS TO KEEP A MODERN, YET SAFE AND COMFORTABLE, FEEL FOR SENIOR LIVING. THE LASTEST COMPLETED PROJECT WAS THE WELLNESS CENTER CONSTRUCTION PROJECT. THE PROJECT COMPRISED OF A NEW WELLNESS CENTER OF APPROXIMATELY 11,330 GROSS SQUARE FEET. THE BUILDING IS A TWO-STORY WOOD FRAMED STRUCTURE THAT OFFERS MULTIPLE ROOMS FOR WELLNESS ACTIVITIES INCLUDING, FITNESS, CERTIFIED REHAB, AND CREATIVE ARTS (CENTER FOR HEALTHY LIVING). THE PROJECT ALSO INCLUDED REDEVELOPMENT OF A SITE OF APPROXIMATELY 22,000 GROSS SQUARE FEET, WHICH INCLUDED RETENTION OF THE EXISTING POOL AND SPA, RENOVATION OF EXISTING POOL HOUSE, AND ELECTRICAL INFRASTRUCTURE UPGRADES WHICH SERVICE THE EAST SIDE OF THE CAMPUS. THE NEW WELLNESS CENTER OPENED IN MAY 2022. THE CURRENT CONSTRUCTION PROJECT IS THE BUILDING OF A SINGLE THREE-STORY BUILDING CONTAINING 53 INDEPENDENT LIVING APARTMENTS, KNOWN AS THE CEDARS. THIS WILL REPLACE THE 62 UNITS THAT WERE ORGINALLY ON THE SAME SITE. THE CEDARS IS ESTIMATED TO TOTAL APPROXIMATELY 65,000 SQUARE FEET OF WOOD FRAMED CONSTRUCTION, AND A 20,000 SQUARE FOOT UNDERGROUND PARKING STRUCTURE. MSAG'S CLINIC AND HOME HEALTH DEPARTMENTS TRANSPORT RESIDENTS TO THEIR DOCTOR APPOINTMENTS AND PROVIDE HEALTH AND ASSISTANCE IN EACH OF OUR SENIOR'S HOMES.

Program 2
Expenses: $8,402,650 Revenue: $4,151,509

MSAG PROVIDES SKILLED NURSING CARE REPORTED AS PATIENT SERVICE REVENUE. THESE AMOUNTS ARE DUE FROM PATIENTS, THIRD-PARTY PAYERS, AND OTHERS, NET OF CONTRACTUAL ALLOWANCES FOR MEDICARE, AND OTHER...

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MSAG PROVIDES SKILLED NURSING CARE REPORTED AS PATIENT SERVICE REVENUE. THESE AMOUNTS ARE DUE FROM PATIENTS, THIRD-PARTY PAYERS, AND OTHERS, NET OF CONTRACTUAL ALLOWANCES FOR MEDICARE, AND OTHER PROGRAMS. MSAG PROVIDED MEDICAL CARE AND OUTPATIENT SERVICES TO OUR AGED POPULATION AND AN AVERAGE OF 4 SENIORS IN THE COMMUNITY. TOTAL PATIENT DAYS THIS YEAR AMOUNTED TO 14,291 INCLUDING 1,663 DAYS FOR COMMUNITY PATIENTS. 12,712 OF THE TOTAL DAYS WERE FOR CUSTODIAL CARE WHICH IS NOT REIMBURSED BY MEDICARE OR HEALTH INSURANCE COMPANIES. WE AVERAGED 33 SENIOR PATIENTS IN OUR SKILLED NURSING FACILITY PER DAY. SKILLED NURSING HAS ONE LOCATION ON CAMPUS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,921,959
Program Service Revenue $36,353,230
Investment Income $1,657,043
Other Revenue $741,776
TOTAL REVENUE $41,674,008

Expense Breakdown

Grants Paid $517,220
Salaries & Benefits $22,200,721
Fundraising Expenses $0
Program Expenses $36,775,056
Other Expenses $19,429,463
TOTAL EXPENSES $42,147,404

Year-over-Year Comparison

2024 2023 Change
Revenue $41,674,008 $33,240,288 +0.3%
Expenses $42,147,404 $39,261,196 +0.1%
Net Income $-473,396 $-6,020,908 -0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
25
Independent Members
24
Employees
468
Volunteers
150

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
9
$673,532
Total Directors
32
$24,000
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA ABRAMS 2ND VICE CHAIRPERSON 2.00
Officer Director
$0 $0 $0
ROBIN ASPINALL BOARD CHAIRPERSON 3.00
Officer Director
$0 $0 $0
MIKE BLITZ DIRECTOR 1.00
Director
$0 $0 $0
ELEANOR BROWN BOARD SECRETARY 2.00
Officer Director
$0 $0 $0
BERNADETTE BUSENBERG DIRECTOR 1.00
Director
$0 $0 $0
JAN BUSH DIRECTOR 1.00
Director
$0 $0 $0
EUGENIA ELLIOTT DIRECTOR (THRU 06/25) 1.00
Director
$0 $0 $0
NEIL GERARD 1ST VICE CHAIRPERSON, CHAIRPERSON - STRATEGIC PLAN 2.00
Officer Director
$0 $0 $0
JILL GRIGSBY DIRECTOR 1.00
Director
$0 $0 $0
JOHN HARPOLE DIRECTOR 1.00
Director
$0 $0 $0
JANE HURD DIRECTOR 1.00
Director
$0 $0 $0
JAY LABINGER DIRECTOR 1.00
Director
$0 $0 $0
CAMILLE LEE DIRECTOR 1.00
Director
$0 $0 $0
DAVID MENEFEE-LIBEY DIRECTOR 1.00
Director
$0 $0 $0
RACHELLE MURPHY DIRECTOR 1.00
Director
$0 $0 $0
MARY JEAN NEAULT 2ND VICE CHAIRPERSON 2.00
Officer Director
$0 $0 $0
LESLIE NEGRITTO DIRECTOR 1.00
Director
$0 $0 $0
KATHY PEZDEK DIRECTOR 1.00
Director
$0 $0 $0
TIM SANDOVAL DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE STODDARD 2ND VICE CHAIRPERSON 2.00
Officer Director
$0 $0 $0
MICHAEL STRANGE DIRECTOR 2.00
Director
$0 $0 $0
DR DALJINDER TAKHAR DIRECTOR CHAIRPERSON, HEALTH SERVICES COMMITTEE 4.00
Director
$24,000 $0 $24,000
MICHAEL VESTINO DIRECTOR 1.00
Director
$0 $0 $0
NICOLE WEEKES DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM WELLS DIRECTOR 1.00
Director
$0 $0 $0
RYAN ZIMMERMAN DIRECTOR 2.00
Director
$0 $0 $0
EVELIYN DIAZ BROWN DIRECTOR (THRU 12/24) 1.00
Director
$0 $0 $0
HENRY FORD DIRECTOR (THRU 12/24) 1.00
Director
$0 $0 $0
MARY ANN QUAY DIRECTOR (THRU 12/24) 1.00
Director
$0 $0 $0
DARYL SMITH DIRECTOR (THRU 12/24) 1.00
Director
$0 $0 $0
JEFF STARK DIRECTOR (THRU 12/24) 1.00
Director
$0 $0 $0
JOHN WHITING DIRECTOR (THRU 12/24) 1.00
Director
$0 $0 $0
PATRICIA WILLIAMS PRESIDENT & CEO 40.00
Officer
$254,594 $28,375 $282,969
LISA ATILANO COO 40.00
Officer
$182,166 $14,258 $196,424
JENNIFER OSBORNE CFO 40.00
Officer
$158,232 $35,907 $194,139
WILLIAM LEVITT VICE PRESIDENT OF FACILITIES & PROJECT MANAGEMENT 40.00
Highest
$130,873 $18,432 $149,305
LINNETTE GUIDERA VICE PRESIDENT OF ENGAGEMENT 40.00
Highest
$122,294 $22,169 $144,463
NORMA DERAS COMPENSATION & BENEFITS AD 40.00
Highest
$126,790 $18,193 $144,983
LINA DINO DIRECTOR OF NURSING 40.00
Highest
$160,584 $20,940 $181,524
SHARON MCMILON STAFF DEVELOPMENT 40.00
Highest
$157,047 $9,712 $166,759
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
2025 $41,674,008 $42,147,404 $168,456,588 $-473,396
2024 $33,240,288 $39,261,196 $165,233,178 $-6,020,908
2023 $36,480,183 $37,333,380 $163,216,964 $-853,197
2022 $30,202,381 $32,145,551 $158,268,055 $-1,943,170
2021 $32,927,075 $32,428,160 $121,991,966 $498,915
2020 $31,162,085 $31,736,106 $121,754,742 $-574,021
2019 $30,211,476 $30,113,557 $118,054,112 $97,919
2018 $30,022,321 $29,397,376 $94,856,775 $624,945
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