Northern California Congregational Retirement Homes Inc
To foster a vibrant community of engaged elders seeking holistic health, wellbeing, and purposeful living.
Key facts about Northern California Congregational Retirement Homes Inc
In short: Northern California Congregational Retirement Homes Inc gave $162K across 1 grant in 2024 (avg $162K), mostly in California. Source: 2024 IRS Form 990.
- EIN
- 94-6050476
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $161,763
- Grants made (2024)
- 1
- Average grant
- $161,763
- Median grant
- $161,763
- Total assets
- $108,350,492
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$108.4M
+8.8% YoY
Annual Giving
$162K
+435.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$162K
+435.2% YoY
About Northern California Congregational Retirement Homes Inc
Based on IRS filings
Northern California Congregational Retirement Homes Inc is a public charity focused on Human Services, based in Carmel, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $108.4M in total assets. In 2024, it awarded 1 grant totaling $162K. Net investment income was $1.7M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $26K (2019) to $162K (2024). In 2024 it made 1 grant totaling $162K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Carmel Valley Manor Foundation ($162K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 1 grant of 3 (33%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Carmel Valley Manor Foundation Carmel, CA | To Support Foundation Operations | $161,763 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $108,350,492 | $99,599,281 | $96,809,897 |
| Revenue | $26,506,956 | $23,904,335 | $21,228,628 |
| Expenses | $26,272,601 | $25,172,893 | $22,006,792 |
| Net Investment Income | $1,749,892 | $1,331,099 | $500,941 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS June 3, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS July 26, 2021)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 9, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS August 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Northern California Congregational Retirement Homes Inc is led by Jay Zimmer, President & CEO on every filing since 2020; 8 of 19 officers listed in 2024 are compensated.
Officers on the 2024 filing
Jay Zimmer
President & CEO
On filings since 2020
40 hrs/week
$81K (2020) → $358K (2024)
Susan Freeland
Chair
Director → Vice Chair, 2021
Vice Chair → Chair, 2024
On filings since 2020
2 hrs/week
No compensation reported
Kelly Urquides
Director of Nursing
Registered Nurse → Director of Nursing, 2024
On filings since 2022
40 hrs/week
$122K (2022) → $127K (2024)
Christine Regan
COO & Nh Administrator
Director Health Svs → Health Services Director, 2021
Health Services Director → COO & Nh Administrator, 2024
On filings since 2019
40 hrs/week
$136K (2019) → $184K (2024)
Mercedes Abluton
Physical Therapist
On filings since 2019
40 hrs/week
$117K (2019) → $131K (2024)
Efren Amancio
Nurse
Registered Nurse → Nurse, 2024
On filings since 2020
40 hrs/week
$128K (2020) → $173K (2024)
Ann-Elise Emerson
Chief Financial Officer
CFO → Chief Financial Officer, 2024
On filings since 2022
40 hrs/week
$46K (2022) → $214K (2024)
Lisa Hook
Ip Nurse
Registered Nurse → Ip Nurse, 2024
On filings since 2023
40 hrs/week
$113K (2023) → $123K (2024)
Kyung Jasmine
Nurse
New on the 2024 filing
40 hrs/week
$129K (2024)
Nolan Kennedy
Board Member
Director → Board Member, 2024
On filings since 2019
2 hrs/week
No compensation reported
Steve Merrell
Treasurer
Vice President → Director, 2022
Director → Treasurer, 2023
On filings since 2019
2 hrs/week
No compensation reported
Steven A Johnson
Board Member
Director → Board Member, 2024
On filings since 2019
2 hrs/week
No compensation reported
Dan Limesand
Vice Chair
Director → Secretary, 2023
Secretary → Vice Chair, 2024
On filings since 2022
2 hrs/week
No compensation reported
Mary Seiersen
Board Member
Director → Board Member, 2024
On filings since 2022
2 hrs/week
No compensation reported
Kathleen Ventimiglia
Board Member
Director → Board Member, 2024
On filings since 2023
2 hrs/week
No compensation reported
Jim Gilbert
Board Member
New on the 2024 filing
2 hrs/week
No compensation reported
John Staples
Board Member
New on the 2024 filing
2 hrs/week
No compensation reported
Larry Finch
Secretary
New on the 2024 filing
2 hrs/week
No compensation reported
Tama Bistrian
Board Member
New on the 2024 filing
2 hrs/week
No compensation reported
Former officers (20)
- Former: Christopher Steinbruner (2019–2023) — Director
- Former: James Gilbert (2019–2023) — Director
- Former: RB Busch III (2019–2023) — Chair
- Former: Rebecca Merrill (2019–2023) — Human Resources Director
- Former: Robert Lindsey (2019–2023) — Director
- Former: Mary Ziering (2020–2023) — Assisted Living Director
- Former: Gregory Hiltunen (2021–2023) — Culinary Services Director
- Former: Isaiah Heath (2022–2023) — Director of Finance
- Former: Nellie Pena (2022–2023) — Registered Nurse
- Former: Lawrence Finch (2023) — Director
- Former: Tom Neel (2023) — Director
- Former: Carlos Correa (2019–2022) — Environmental Services Director
- Former: Enrique Montero (2019–2022) — Finance Director
- Former: Gretchen Flesher (2019–2022) — Secretary
- Former: Marilynn Gustafson (2020–2022) — Director
- Former: Jesus Martinez (2022) — Registered Nurse
- Former: Ilona Corpus (2019–2020) — Dining Svs Director
- Former: Jane Ipsen (2019–2020) — Fmr President & CEO
- Former: Kent Hansen (2019) — Director
- Former: Rudy Fischer (2019) — Director
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $358K, to Jay Zimmer (President & CEO). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Northern California Congregational Retirement Homes Inc
How much does Northern California Congregational Retirement Homes Inc give each year?
Northern California Congregational Retirement Homes Inc gave $162K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $30K across 1 grant.
How large is Northern California Congregational Retirement Homes Inc?
Northern California Congregational Retirement Homes Inc reported $108.4M in total assets on its 2024 IRS Form 990. Its revenue that year was $26.5M.
What is Northern California Congregational Retirement Homes Inc?
Northern California Congregational Retirement Homes Inc is a public charity focused on Human Services, based in Carmel, CA. It holds $108.4M in total assets as of 2024.
Where does Northern California Congregational Retirement Homes Inc operate?
Northern California Congregational Retirement Homes Inc has awarded grants in California.
What is Northern California Congregational Retirement Homes Inc's EIN?
Northern California Congregational Retirement Homes Inc's EIN (Employer Identification Number) is 94-6050476. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Northern California Congregational Retirement Homes Inc by hand.
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