Congregational Homes Inc

Public charity · Grantmaker Pomona, CA EIN: 95-2047121

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.

Congregational Homes Inc at a glance

Total assets
$168,456,588
+2.0% vs 2024
Revenue (2025)
$41,674,008
+25.4% vs 2024
Net investment income (2025)
$1,657,043
-11.3% vs 2024
Expenses (2025)
$42,147,404
+7.4% vs 2024
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Congregational Homes Inc funds

Geographic Focus

Where this funder awards grants

States

Cities

Claremont

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K1 grant2019 0 grants2020 0 grants2021 0 grants2022 0 grants2023 0 grants2024 0 grants2025

In 2019 it made 1 grant totaling $10K.

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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$168,456,588$41,674,008$42,147,404——$1,657,043
2024$165,233,178$33,240,288$39,261,196——$1,867,158
2023$163,216,964$36,480,183$37,333,380——$1,686,010
2022$158,268,055$30,202,381$32,145,551——$1,380,262
2021$121,991,966$32,927,075$32,428,160——$1,291,204
2020$121,754,742$31,162,085$31,736,106——$1,168,119
2019$118,054,112$30,211,476$30,113,557$10,0001$1,176,116

About Congregational Homes Inc

Based on IRS filings

Congregational Homes Inc is a public charity focused on Human Services, based in Pomona, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $168.5M in total assets. Net investment income was $1.7M.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Congregational Homes Inc is led by Patricia Williams, President & CEO since 2024 (on filings since 2019); 9 of 40 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Patricia Williams

    President & CEO

    CFO → President & CEO, 2024

    On filings since 2019

    40 hrs/week

    $159K (2019) → $255K (2025)

  • Daljinder Takhar Director

    Chairperson & Health Services Committee

    New on the 2025 filing

    4 hrs/week

    $24K (2025)

  • Neil Gerard

    1st Vice Chairperson & Chairperson - Strategic Plan

    Member at Large, Chairperson - Strategic Plan & Futu → 2nd Vice Chairperson, 2024

    2nd Vice Chairperson → 1st Vice Chairperson & Chairperson - Strategic Plan, 2025

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Robin Aspinall

    Board Chairperson

    1st Vice Chairperson → Director, 2021

    Director → Board Chairperson, 2022

    On filings since 2019

    3 hrs/week

    No compensation reported

  • Lina Dino

    Director of Nursing

    On filings since 2023

    40 hrs/week

    $149K (2023) → $161K (2025)

  • Henry Ford

    Director

    Member at Large → 1st Vice Chairperson, 2024

    1st Vice Chairperson → Director, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Jeff Stark

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • William Wells

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Leslie Negritto

    Director

    Director & Chairperson - Investment Committee → Director & Chairperson - Investment, 2024

    Director & Chairperson - Investment → Director, 2025

    On filings since 2020

    1 hr/week

    No compensation reported

  • David Menefee-Libey

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • John Harpole

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Mary Ann Quay

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Ryan Zimmerman

    Director

    Director, Chairperson - Marketing & Community Outr → Director & Chairperson - Ma, 2024

    Director & Chairperson - Ma → Director, 2025

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Daryl Smith

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Eveliyn Diaz Brown

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • John Whiting

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Kathy Pezdek

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Michael Vestino

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Eugenia Elliott

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Michael Strange

    Director

    Director → Director & Chairperson - Health Services, 2024

    Director & Chairperson - Health Services → Director, 2025

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Rachelle Murphy

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Camille Lee

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Jan Bush

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Jill Grigsby

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Nicole Weekes

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Tim Sandoval

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Bernadette Busenberg

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Jane Hurd

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Jay Labinger

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Mike Blitz

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Linnette Guidera

    Vice President of Engagement

    Human Resources → Vice President of Engagement, 2024

    On filings since 2019

    40 hrs/week

    $104K (2019) → $122K (2025)

  • Lisa Atilano

    COO

    Vice President of Healthcare → Vice President of Healthcare Services, 2023

    Vice President of Healthcare Services → COO, 2025

    On filings since 2019

    40 hrs/week

    $144K (2019) → $182K (2025)

  • Norma Deras

    Compensation & Benefits Ad

    Compensation & Benefits Administrator → Comptroller & Benefits Administrator, 2022

    Comptroller & Benefits Administrator → Compensation & Benefits Ad, 2023

    On filings since 2019

    40 hrs/week

    $106K (2019) → $127K (2025)

  • William Levitt

    Vice President of Facilities & Project Management

    Vice President of Facilities & Project Management → Vice President of Faciliti, 2024

    Vice President of Faciliti → Vice President of Facilities & Project Management, 2025

    On filings since 2019

    40 hrs/week

    $101K (2019) → $131K (2025)

  • Jennifer Osborne

    CFO

    Controller & CFO → CFO, 2024

    On filings since 2023

    40 hrs/week

    $94K (2023) → $158K (2025)

  • Sharon McMilon

    Staff Development

    New on the 2025 filing

    40 hrs/week

    $157K (2025)

  • Eleanor Brown

    Board Secretary

    Director → Member at Large, 2022

    Member at Large → Board Secretary, 2024

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Lisa Abrams

    2nd Vice Chairperson

    Director → 2nd Vice Chairperson, 2024

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Mary Jean Neault

    2nd Vice Chairperson

    Director → 2nd Vice Chairperson, 2025

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Michelle Stoddard

    2nd Vice Chairperson

    Director → 2nd Vice Chairperson, 2024

    On filings since 2023

    2 hrs/week

    No compensation reported

Former officers (50)
  • Former: Arlene Andrew (2019–2024) — Director
  • Former: Tomas Sandoval (2019–2024) — Director
  • Former: Betsy Crighton (2020–2024) — Director
  • Former: Lee Goldstein (2021–2024) — Director
  • Former: Daljinder Takhar (2022–2024) — Director & Chairperson - Health Services
  • Former: Diane Stielstra (2022–2024) — Director
  • Former: Joyce Frempong (2022–2024) — Lvn Charge Nurse
  • Former: Lisa Atilano Vp Healthcare Svcs (2024) — COO
  • Former: Jim Tranquada (2019–2023) — Director
  • Former: Maureen Beith (2019–2023) — President & CEO
  • Former: Becca Kurtz (2020–2023) — Director
  • Former: Cindy Sullivan (2020–2023) — Director
  • Former: Conrad Maas (2020–2023) — Director
  • Former: Peter Yao (2020–2023) — Director
  • Former: Jed Leano (2021–2023) — Director
  • Former: Eunice Gazon (2022–2023) — Lvn Charge Nurse
  • Former: Michael Logan (2023) — President & CEO
  • Former: Patricia Williams Cfo (2023) — President & CEO · Filing note: Thru
  • Former: Amy Fabela (2019–2022) — It Manager
  • Former: Carlene Miller (2019–2022) — Director
  • Former: Charles Carpenter (2019–2022) — Director
  • Former: Jim Likens (2019–2022) — Director
  • Former: Jim Spera (2019–2022) — Director
  • Former: Kimberley Valentine (2019–2022) — Director
  • Former: Louise Taylor (2019–2022) — Director
  • Former: Tim Dauwalder DO (2019–2022) — Director
  • Former: Tom Beal (2019–2022) — Director
  • Former: Bob Rogers (2020–2022) — Director
  • Former: Jay O'Neal (2020–2022) — Director
  • Former: Jo Ann Calmelat (2020–2022) — Director
  • Former: Dennis Smith (2019–2021) — Director
  • Former: Jane Goodfellow (2019–2021) — Director
  • Former: Michael Davis (2019–2021) — Director
  • Former: Sheri Nagel (2019–2021) — Director
  • Former: Justine Kim (2020–2021) — Director of Nursing
  • Former: Sheila Siegersma (2021) — Skilled Nursing Villa Manager
  • Former: Jim Lehman (2019–2020) — Director
  • Former: Joan Anderson Dym (2019–2020) — Director
  • Former: Joe Unis MD (2019–2020) — Director
  • Former: Norma Wilson (2019–2020) — Director
  • Former: Otto Solorzano (2019–2020) — Director
  • Former: Royce Stutzman (2019–2020) — Director
  • Former: Bill Wells (2020) — Director
  • Former: Brenda Barham Hill (2019) — Director
  • Former: Cinda Claprood (2019) — Director
  • Former: Curt Morris (2019) — Director
  • Former: John Maguire (2019) — Director
  • Former: John Nelson (2019) — Director
  • Former: Ron Coleman (2019) — Director
  • Former: Thomas Rimer (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Patricia Williams — President & CEO: $255KPatricia WilliamsPresident & CEO$255KLisa Atilano — COO: $182KLisa AtilanoCOO$182KLina Dino — Director of Nursing: $161KLina DinoDirector of Nursing$161KJennifer Osborne — CFO: $158KJennifer OsborneCFO$158KSharon McMilon — Staff Development: $157KSharon McMilonStaff Development$157KWilliam Levitt — Vice President of Facilities & Project Management: $131KWilliam LevittVice President of Facilities &…$131KNorma Deras — Compensation & Benefits Ad: $127KNorma DerasCompensation & Benefits Ad$127KLinnette Guidera — Vice President of Engagement: $122KLinnette GuideraVice President of Engagement$122KDr Daljinder Takhar Director — Chairperson, Health Services Committee: $24KDr Daljinder Takhar…Chairperson, Health Services…$24K

The highest reported compensation on the 2025 filing was $255K, to Patricia Williams (President & CEO). 9 officers or directors reported compensation on that filing.

Frequently asked questions about Congregational Homes Inc

How large is Congregational Homes Inc?

Congregational Homes Inc reported $168.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $41.7M.

What is Congregational Homes Inc?

Congregational Homes Inc is a public charity focused on Human Services, based in Pomona, CA. It holds $168.5M in total assets as of 2025.

Where does Congregational Homes Inc operate?

Congregational Homes Inc has awarded grants in California.

What is Congregational Homes Inc's EIN?

Congregational Homes Inc's EIN (Employer Identification Number) is 95-2047121. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS August 14, 2020)
  2. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Congregational Homes Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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