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Nonprofit · EIN 95-2047121

CONGREGATIONAL HOMES

Tax-exempt · POMONA, CA 91767

Financials

$36.5M$37.3M2022$33.2M$39.3M2023$41.7M$42.1M2024
Revenue Expenses · by fiscal year end
Financials of CONGREGATIONAL HOMES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$41,674,008$42,147,404-$473,396$168,456,588$128,817,169$39,639,419
September 30, 2024990$33,240,288$39,261,196-$6,020,908$165,233,178$128,572,111$36,661,067
September 30, 2023990$36,480,183$37,333,380-$853,197$163,216,964$126,892,236$36,324,728
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$2,921,959
of which government grants
$8,998
Program service revenue
$36,353,230
Investment income
$1,657,043
Net rental income
$108,845
Net gain from sales of assets
-$21,989
Other revenue
$741,776

Expenses

Grants and similar amounts paid
$517,220
Compensation of officers, directors and key employees
$719,814
Other salaries and wages
$17,375,663
Salaries, compensation and benefits (total)
$22,200,721
Professional fundraising fees
$0
Legal fees
$69,980
Accounting fees
$114,050
Occupancy
$5,825,714
Travel
$104,155
Depreciation
$5,789,489
Program services (functional)
$36,775,056
Management and general (functional)
$5,372,348

Balance sheet and other

Total assets, start of year
$165,233,178
Total assets, end of year
$168,456,588
Total liabilities, end of year
$128,817,169
Net assets, end of year
$39,639,419
Land, buildings and equipment
$99,826,379
Publicly traded securities
$55,796,468
Net assets without donor restrictions
$23,223,335
Net assets with donor restrictions
$16,416,084
Gross receipts
$92,666,555
Employees
468
Volunteers
150
Year formed
1957
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
PATRICIA WILLIAMSPRESIDENT & CEO
Officer
40$254,594$28,375
LISA ATILANOCOO
Officer
40$182,166$14,258
JENNIFER OSBORNECFO
Officer
40$158,232$35,907
LINA DINODIRECTOR OF NURSING
Highest-paid employee
40$160,584$20,940
SHARON MCMILONSTAFF DEVELOPMENT
Highest-paid employee
40$157,047$9,712
WILLIAM LEVITTVICE PRESIDENT OF FACILITIES & PROJECT MANAGEMENT
Highest-paid employee
40$130,873$18,432
NORMA DERASCOMPENSATION & BENEFITS AD
Highest-paid employee
40$126,790$18,193
LINNETTE GUIDERAVICE PRESIDENT OF ENGAGEMENT
Highest-paid employee
40$122,294$22,169
DR DALJINDER TAKHAR DIRECTORCHAIRPERSON, HEALTH SERVICES COMMITTEE
Trustee or director
4$24,000$0
LISA ABRAMS2ND VICE CHAIRPERSON
Trustee or director, Officer
2$0$0
ROBIN ASPINALLBOARD CHAIRPERSON
Trustee or director, Officer
3$0$0
MIKE BLITZDIRECTOR
Trustee or director
1$0$0
ELEANOR BROWNBOARD SECRETARY
Trustee or director, Officer
2$0$0
BERNADETTE BUSENBERGDIRECTOR
Trustee or director
1$0$0
JAN BUSHDIRECTOR
Trustee or director
1$0$0
25 more people on this return
NameTitleHours / weekCompensation
EUGENIA ELLIOTTDIRECTOR (THRU 06/25)
Trustee or director
1$0
NEIL GERARD1ST VICE CHAIRPERSON, CHAIRPERSON - STRATEGIC PLAN
Trustee or director, Officer
2$0
JILL GRIGSBYDIRECTOR
Trustee or director
1$0
JOHN HARPOLEDIRECTOR
Trustee or director
1$0
JANE HURDDIRECTOR
Trustee or director
1$0
JAY LABINGERDIRECTOR
Trustee or director
1$0
CAMILLE LEEDIRECTOR
Trustee or director
1$0
DAVID MENEFEE-LIBEYDIRECTOR
Trustee or director
1$0
RACHELLE MURPHYDIRECTOR
Trustee or director
1$0
MARY JEAN NEAULT2ND VICE CHAIRPERSON
Trustee or director, Officer
2$0
LESLIE NEGRITTODIRECTOR
Trustee or director
1$0
KATHY PEZDEKDIRECTOR
Trustee or director
1$0
TIM SANDOVALDIRECTOR
Trustee or director
1$0
MICHELLE STODDARD2ND VICE CHAIRPERSON
Trustee or director, Officer
2$0
MICHAEL STRANGEDIRECTOR
Trustee or director
2$0
MICHAEL VESTINODIRECTOR
Trustee or director
1$0
NICOLE WEEKESDIRECTOR
Trustee or director
1$0
WILLIAM WELLSDIRECTOR
Trustee or director
1$0
RYAN ZIMMERMANDIRECTOR
Trustee or director
2$0
EVELIYN DIAZ BROWNDIRECTOR (THRU 12/24)
Trustee or director
1$0
HENRY FORDDIRECTOR (THRU 12/24)
Trustee or director
1$0
MARY ANN QUAYDIRECTOR (THRU 12/24)
Trustee or director
1$0
DARYL SMITHDIRECTOR (THRU 12/24)
Trustee or director
1$0
JEFF STARKDIRECTOR (THRU 12/24)
Trustee or director
1$0
JOHN WHITINGDIRECTOR (THRU 12/24)
Trustee or director
1$0
990 for the year ended September 30, 2024: 41 people
NameTitleHours / weekCompensationOther / benefits
PATRICIA WILLIAMSPRESIDENT & CEO
Officer
40$254,659$36,051
LISA ATILANO VP HEALTHCARE SVCS(THRU 7/24); COO (START 8/24)
Officer
40$167,648$13,349
LINA DINODIRECTOR OF NURSING
Highest-paid employee
40$156,701$11,103
JENNIFER OSBORNECFO
Officer
40$128,432$26,380
WILLIAM LEVITTVICE PRESIDENT OF FACILITI
Highest-paid employee
40$126,954$20,246
LINNETTE GUIDERAVICE PRESIDENT OF ENGAGEMENT
Highest-paid employee
40$120,570$23,918
NORMA DERASCOMPENSATION & BENEFITS AD
Highest-paid employee
40$121,259$19,781
JOYCE FREMPONGLVN CHARGE NURSE
Highest-paid employee
40$119,241$11,824
DR DALJINDER TAKHARDIRECTOR, CHAIRPERSON - HEALTH SERVICES
Trustee or director
2$26,000$0
ROBIN ASPINALLBOARD CHAIRPERSON
Trustee or director, Officer
3$0$0
LISA ABRAMS2ND VICE CHAIRPERSON
Trustee or director, Officer
1$0$0
ELEANOR BROWNBOARD SECRETARY
Trustee or director, Officer
2$0$0
ARLENE ANDREWDIRECTOR (THRU 12/23)
Trustee or director
1$0$0
EVELIYN DIAZ BROWNDIRECTOR
Trustee or director
1$0$0
JAN BUSHDIRECTOR
Trustee or director
1$0$0
BETSY CRIGHTONDIRECTOR (THRU 12/23)
Trustee or director
2$0$0
EUGENIA ELLIOTTDIRECTOR
Trustee or director
1$0$0
HENRY FORD1ST VICE CHAIRPERSON
Trustee or director, Officer
2$0$0
NEIL GERARD2ND VICE CHAIRPERSON
Trustee or director, Officer
2$0$0
LEE GOLDSTEINDIRECTOR (THRU 12/23)
Trustee or director
1$0$0
JILL GRIGSBYDIRECTOR
Trustee or director
1$0$0
JOHN HARPOLEDIRECTOR
Trustee or director
1$0$0
CAMILLE LEEDIRECTOR
Trustee or director
1$0$0
DAVID MENEFEE-LIBEYDIRECTOR
Trustee or director
1$0$0
RACHELLE MURPHYDIRECTOR
Trustee or director
1$0$0
MARY JEAN NEAULTDIRECTOR
Trustee or director
1$0$0
LESLIE NEGRITTODIRECTOR, CHAIRPERSON - INVESTMENT
Trustee or director
2$0$0
KATHY PEZDEKDIRECTOR
Trustee or director
1$0$0
MARY ANN QUAYDIRECTOR
Trustee or director
1$0$0
TIM SANDOVALDIRECTOR
Trustee or director
1$0$0
TOMAS SANDOVALDIRECTOR (THRU 12/23)
Trustee or director
1$0$0
DARYL SMITHDIRECTOR
Trustee or director
1$0$0
JEFF STARKDIRECTOR
Trustee or director
1$0$0
DIANE STIELSTRADIRECTOR (THRU 12/23)
Trustee or director
1$0$0
MICHELLE STODDARD2ND VICE CHAIRPERSON
Trustee or director, Officer
1$0$0
MICHAEL STRANGEDIRECTOR, CHAIRPERSON - HEALTH SERVICES
Trustee or director
1$0$0
MICHAEL VESTINODIRECTOR
Trustee or director
1$0$0
NICOLE WEEKESDIRECTOR
Trustee or director
1$0$0
WILLIAM WELLSDIRECTOR
Trustee or director
1$0$0
JOHN WHITINGDIRECTOR
Trustee or director
1$0$0
RYAN ZIMMERMANDIRECTOR, CHAIRPERSON - MA
Trustee or director
2$0$0
990 for the year ended September 30, 2023: 42 people
NameTitleHours / weekCompensationOther / benefits
MAUREEN BEITHPRESIDENT & CEO (THRU 8/22)
Highest-paid employee
40$248,892$34,002
PATRICIA WILLIAMS CFO THRU10/22); PRES & CEO (START 3/23)
Officer
40$189,039$33,009
LISA ATILANOVICE PRESIDENT OF HEALTHCARE SERVICES
Key employee
40$164,548$14,300
LINA DINODIRECTOR OF NURSING
Highest-paid employee
40$148,503$7,342
WILLIAM LEVITTVICE PRESIDENT OF FACILITIES & PROJECT MANAGEMENT
Highest-paid employee
40$121,748$19,554
NORMA DERASCOMPENSATION & BENEFITS AD
Highest-paid employee
40$119,581$19,491
EUNICE GAZONLVN CHARGE NURSE
Highest-paid employee
40$116,202$11,642
MICHAEL LOGANPRESIDENT & CEO (THRU 11/22)
Officer
40$111,637$3,329
JENNIFER OSBORNECONTROLLER (THRU 11/22); CFO
Officer
40$93,667$9,367
DR DALJINDER TAKHARDIRECTOR, CHAIRPERSON - HEALTH SERVICES COMMITTEE
Trustee or director, Officer
2$22,000$0
LISA ABRAMSDIRECTOR
Trustee or director
1$0$0
ARLENE ANDREWDIRECTOR
Trustee or director
1$0$0
ROBIN ASPINALLBOARD CHAIRPERSON
Trustee or director, Officer
3$0$0
ELEANOR BROWNMEMBER AT LARGE
Trustee or director, Officer
2$0$0
EVELIYN DIAZ BROWNDIRECTOR
Trustee or director
1$0$0
BETSY CRIGHTON1ST VICE CHAIRPERSON, CHAIRPERSON - FINANCE/BUDGET
Trustee or director, Officer
2$0$0
EUGENIA ELLIOTTDIRECTOR
Trustee or director
1$0$0
HENRY FORDMEMBER AT LARGE
Trustee or director, Officer
2$0$0
NEIL GERARDMEMBER AT LARGE, CHAIRPERSON - STRATEGIC PLAN/FUTU
Trustee or director, Officer
2$0$0
LEE GOLDSTEINDIRECTOR, CHAIRPERSON - AUDIT COMMITTEE
Trustee or director
1$0$0
JOHN HARPOLEDIRECTOR
Trustee or director
1$0$0
BECCA KURTZDIRECTOR (THRU 12/22)
Trustee or director
1$0$0
JED LEANODIRECTOR (THRU 12/22)
Trustee or director
1$0$0
CONRAD MAASDIRECTOR (THRU 12/22)
Trustee or director
1$0$0
DAVID MENEFEE-LIBEYDIRECTOR
Trustee or director
1$0$0
RACHELLE MURPHYDIRECTOR
Trustee or director
1$0$0
MARY JEAN NEAULTDIRECTOR
Trustee or director
1$0$0
LESLIE NEGRITTODIRECTOR, CHAIRPERSON - INVESTMENT COMMITTEE
Trustee or director
2$0$0
KATHY PEZDEKDIRECTOR
Trustee or director
1$0$0
MARY ANN QUAYDIRECTOR
Trustee or director
1$0$0
TOMAS SANDOVALBOARD SECRETARY
Trustee or director, Officer
2$0$0
DARYL SMITHDIRECTOR
Trustee or director
1$0$0
JEFF STARKDIRECTOR
Trustee or director
1$0$0
DIANE STIELSTRADIRECTOR
Trustee or director
1$0$0
MICHELLE STODDARDDIRECTOR
Trustee or director
1$0$0
MICHAEL STRANGEDIRECTOR
Trustee or director
1$0$0
CINDY SULLIVANDIRECTOR (THRU 12/22)
Trustee or director
1$0$0
JIM TRANQUADADIRECTOR (THRU 12/22)
Trustee or director
2$0$0
MICHAEL VESTINODIRECTOR
Trustee or director
1$0$0
JOHN WHITINGDIRECTOR
Trustee or director
1$0$0
PETER YAODIRECTOR (THRU 12/22)
Trustee or director
1$0$0
RYAN ZIMMERMANDIRECTOR, CHAIRPERSON - MARKETING & COMMUNITY OUTR
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
900 E HARRISON AVE, POMONA, CA 91767-2075
Principal officer (990 for 2024)
PATRICIA L WILLIAMS, 900 E HARRISON AVE, POMONA, CA 91767
Signed the 990
PATRICIA L WILLIAMS, PRESIDENT/CEO
Phone
(909) 624-5061
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-2047121 or by the name CONGREGATIONAL HOMES.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990 for the year ended September 30, 2025

Program accomplishments

  • 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.
    Expenses $28,372,406 · grants $517,220 · revenue $32,609,796
  • 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.
    Expenses $8,402,650 · revenue $4,151,509

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
95-2047121
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
1964
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$168,456,588
Income (IRS master file)
$92,666,555

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$41,674,008$42,147,404$168,456,588IRS
990September 2024$33,240,288$39,261,196$165,233,178XML
990September 2023$36,480,183$37,333,380$163,216,964XML
990September 2022$30,202,381$32,145,551$158,268,055IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 95-2047121).

Questions about CONGREGATIONAL HOMES

What is the EIN of CONGREGATIONAL HOMES?
The employer identification number (EIN) of CONGREGATIONAL HOMES is 95-2047121.
Is CONGREGATIONAL HOMES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to CONGREGATIONAL HOMES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CONGREGATIONAL HOMES 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 CONGREGATIONAL HOMES due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONGREGATIONAL HOMES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of CONGREGATIONAL HOMES?
The 990 for the year ended September 30, 2025 names PATRICIA L WILLIAMS.
Who are the officers and directors of CONGREGATIONAL HOMES?
The 990 for the year ended September 30, 2025 lists 40 people; 9 received compensation from the organization, the highest $254,594 (PATRICIA WILLIAMS, PRESIDENT & CEO).
How much revenue does CONGREGATIONAL HOMES have?
On its 990 for the year ended September 30, 2025 it reported revenue of $41,674,008, expenses of $42,147,404 and total assets of $168,456,588 at year end.

Other nonprofits in POMONA

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