Nonprofit · EIN 94-6050476
NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC
Tax-exempt · CARMEL, CA 93923
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $30,134,748 | $27,489,497 | $2,645,251 | $117,848,028 | $94,102,715 | $23,745,313 |
| December 31, 2024 | 990 | $26,506,956 | $26,272,601 | $234,355 | $108,350,492 | $87,849,514 | $20,500,978 |
| December 31, 2023 | 990 | $23,904,335 | $25,172,893 | -$1,268,558 | $99,599,281 | $80,441,552 | $19,157,729 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,354,922
- Program service revenue
- $24,757,971
- Investment income
- $4,021,855
- Net gain from sales of assets
- $2,887,377
- Tax-exempt bond proceeds
- $121,331
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,338,940
- Other salaries and wages
- $8,317,721
- Salaries, compensation and benefits (total)
- $13,113,506
- Professional fundraising fees
- $0
- Legal fees
- $47,917
- Occupancy
- $1,556,338
- Travel
- $26,319
- Depreciation
- $5,066,709
- Program services (functional)
- $20,704,109
- Management and general (functional)
- $6,785,388
Balance sheet and other
- Total assets, start of year
- $108,350,492
- Total assets, end of year
- $117,848,028
- Total liabilities, end of year
- $94,102,715
- Net assets, end of year
- $23,745,313
- Land, buildings and equipment
- $73,808,803
- Publicly traded securities
- $39,057,735
- Net assets without donor restrictions
- $23,502,616
- Net assets with donor restrictions
- $242,697
- Gross receipts
- $46,202,992
- Employees
- 167
- Volunteers
- 15
- Year formed
- 1960
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY ZIMMER | PRESIDENT & CEO Officer | 40 | $626,174 | $44,875 |
| ANN-ELISE EMERSON | CHIEF FINANCIAL OFFICER Officer | 40 | $339,610 | $66,660 |
| CHRISTINE REGAN | COO & NH ADMINISTRATOR Key employee | 40 | $214,279 | $47,342 |
| JASON GILES | DIRECTOR OF CULINARY SERVICES Highest-paid employee | 40 | $180,086 | $39,875 |
| DINA INOVEJAS | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 40 | $185,282 | $32,774 |
| ANGELINA MACHADO | DIRECTOR OF COMMUNITY RELATIONS Highest-paid employee | 40 | $149,405 | $57,168 |
| KELLY URQUIDES | DIRECTOR OF NURSING Highest-paid employee | 40 | $152,600 | $37,232 |
| NINA FRANCETIC | DIRECTOR OF RESIDENTIAL CARE Highest-paid employee | 40 | $152,273 | $31,373 |
| DAN LIMESAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOHN STAPLES | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVE MERRELL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LARRY FINCH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TAMA BISTRIAN | BOARD MEMBER (THRU 11/25) Trustee or director | 2 | $0 | $0 |
| KEVIN CARTWRIGHT | BOARD MEMBER (AS OF 01/25) Trustee or director | 2 | $0 | $0 |
| SUSAN FREELAND | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM GILBERT | BOARD MEMBER Trustee or director | 2 | $0 |
| NOLAN KENNEDY | BOARD MEMBER Trustee or director | 2 | $0 |
| JOHN MAHONEY | BOARD MEMBER (AS OF 01/25) Trustee or director | 2 | $0 |
| MARY SEIERSEN | BOARD MEMBER Trustee or director | 2 | $0 |
| KATHLEEN VENTIMIGLIA | BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAY ZIMMER | PRESIDENT & CEO Officer | 40 | $358,167 | $43,654 |
| ANN-ELISE EMERSON | CHIEF FINANCIAL OFFICER Officer | 40 | $213,551 | $46,188 |
| CHRISTINE REGAN | COO & NH ADMINISTRATOR Key employee | 40 | $183,775 | $39,540 |
| EFREN AMANCIO | NURSE Highest-paid employee | 40 | $173,363 | $31,326 |
| KELLY URQUIDES | DIRECTOR OF NURSING Highest-paid employee | 40 | $127,230 | $35,353 |
| KYUNG JASMINE | NURSE Highest-paid employee | 40 | $128,956 | $21,890 |
| LISA HOOK | IP NURSE Highest-paid employee | 40 | $123,200 | $21,723 |
| MERCEDES ABLUTON | PHYSICAL THERAPIST Highest-paid employee | 40 | $130,607 | $3,790 |
| SUSAN FREELAND | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAN LIMESAND | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVE MERRELL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| LARRY FINCH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TAMA BISTRIAN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JIM GILBERT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| STEVEN JOHNSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| NOLAN KENNEDY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MARY SEIERSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN STAPLES | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| KATHLEEN VENTIMIGLIA | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jay Zimmer | President & CEO Officer | 40 | $380,744 | $35,429 |
| Ann-Elise Emerson | CFO Officer | 40 | $230,145 | $33,187 |
| Christine Regan | Health Services Director | 40 | $190,711 | $29,226 |
| Efren Amancio | Registered Nurse | 40 | $146,362 | $30,529 |
| Gregory Hiltunen | Culinary Services Director | 40 | $132,532 | $32,143 |
| Kelly Urquides | Registered Nurse | 40 | $125,194 | $27,650 |
| Rebecca Merrill | Human Resources Director | 40 | $134,354 | $16,497 |
| Nellie Pena | Registered Nurse | 40 | $112,783 | $19,919 |
| Mercedes Abluton | Physical Therapist | 40 | $127,993 | $3,704 |
| Lisa Hook | Registered Nurse | 40 | $112,591 | $16,978 |
| Mary Ziering | Assisted Living Director | 40 | $110,007 | $15,799 |
| Isaiah Heath | Director of Finance | 40 | $105,768 | $15,493 |
| Steven A Johnson | Director Trustee or director | 2 | $0 | $0 |
| Noland Kennedy | Director Trustee or director | 2 | $0 | $0 |
| James Gilbert | Director Trustee or director | 2 | $0 | $0 |
| Lawrence Finch | Director Trustee or director | 2 | $0 | $0 |
| Steve Merrill | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| RB Busch III | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Tom Neel | Director Trustee or director | 2 | $0 | $0 |
| Christopher Steinbruner | Director Trustee or director | 2 | $0 | $0 |
| Susan Freeland | Vice-Chair Trustee or director, Officer | 2 | $0 | $0 |
| Kathleen Ventimiglia | Director Trustee or director | 2 | $0 | $0 |
| Robert Lindsey | Director Trustee or director | 2 | $0 | $0 |
| Dan Limesand | Secretary Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8545 CARMEL VALLEY RD, CARMEL, CA 93923-9556
- Principal officer (990 for 2025)
- JAY ZIMMER, 8545 CARMEL VALLEY ROAD, CARMEL, CA 93923
- Signed the 990
- JAY ZIMMER, PRESIDENT & CEO
- Phone
- (831) 624-1281
- Website
- WWW.CVMANOR.COM
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6050476 or by the name NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO FOSTER A VIBRANT COMMUNITY OF ENGAGED ELDERS SEEKING HOLISTIC HEALTH, WELLBEING, AND PURPOSEFUL LIVING.
Program accomplishments
- CARMEL VALLEY MANOR IS LOCATED IN CARMEL VALLEY, CALIFORNIA. WITH 28 ACRES OF HILLSIDE LANDSCAPE GARDENS, THE ORGANIZATION PROVIDES SENIOR RETIREMENT LIVING WITH A LIFECARE OPTION THAT INCLUDES A MULTI-DIMENSIONAL AND HOLISTIC APPROACH TO LIFE. THE MANOR'S PHILOSOPHY INCLUDES THE DIMENSIONS OF SOCIAL, EMOTIONAL, SPIRITUAL, ENVIRONMENTAL, INTELLECTUAL, AND PHYSICAL WELLNESS. THE FACILITY CONSISTS OF 146 INDEPENDENT LIVING RESIDENCES, 24 ASSISTED LIVING UNITS, AND 36 MEDICAL CENTER ROOMS. RESIDENCE, MEALS, AND MOST MEDICAL CARE AND MISCELLANEOUS SERVICES WERE PROVIDED TO APPROXIMATELY 218 RESIDENTS IN 2025. THE MANOR HAS OVER 150 SKILLED AND WELL-TRAINED EMPLOYEES FOCUSED ON CREATING A CARING AND SUPPORTIVE COMMUNITY HELPING SENIORS CONTINUE PURPOSEFUL AND DIGNIFIED LIVING.Expenses $20,704,109 · revenue $24,757,971
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6050476
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1977
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $117,848,028
- Income (IRS master file)
- $46,202,992
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $30,134,748 | $27,489,497 | $117,848,028 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $26,506,956 | $26,272,601 | $108,350,492 | XML |
| 990 | December 2023 | $23,904,335 | $25,172,893 | $99,599,281 | XML |
| 990 | December 2022 | $21,228,628 | $22,006,792 | $96,809,897 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6050476).
Questions about NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC
- What is the EIN of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC?
- The employer identification number (EIN) of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC is 94-6050476.
- Is NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC?
- The 990 for the year ended December 31, 2025 names JAY ZIMMER.
- Who are the officers and directors of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC?
- The 990 for the year ended December 31, 2025 lists 20 people; 8 received compensation from the organization, the highest $626,174 (JAY ZIMMER, PRESIDENT & CEO).
- How much revenue does NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $30,134,748, expenses of $27,489,497 and total assets of $117,848,028 at year end.
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