California · Nonprofit
NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC
NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC (California) receives grants from 4 organizations whose IRS filings report $194,062 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($73,000). 4 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $30M
- Funders on record
- 4
- Grants received
- $194k
- Net assets
- $24M
What Northern California Congregational Retirement Homes Inc does
Mission
To foster a vibrant community of engaged elders seeking holistic health, wellbeing, and purposeful living.
As stated on its FY2025 Form 990.
Program
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.
$20,704,109 spent$24,757,971 earned by the program100% of program spending
The program described on its FY2025 Form 990. Program spending in total: $20,704,109.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $63M to $97M (+53%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 8% · 2021 2%. Grants only. Government contracts and fees sit inside program revenue.
4% of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC’s revenue is contributions — about as donation-reliant as the typical peer (21% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jay Zimmer
President & CEO
Board chair
Dan Limesand
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2020 → 2023: the base broadened from 1 funder to 4 funders, grant income rose $15 → $62k.
4 of 4 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 100% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $4.9M from one payer (the payer shares this organization's board, largest Carmel Valley Manor Foundation). These are real filings, and they are not money NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC raised.
From the IRS filings of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC leans on a few funders — its largest provides 38% of grant income and the top three 100%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC.
Largest funder’s share by year: 2020 100% · 2021 100% · 2022 100% · 2023 48% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
100% of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Too little is directly attributable to place on a map.
Funder states come from each funder’s own filing. $194k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC runs a healthier operating margin than half of the 2,396 human services nonprofits its size.
this organization peer median middle 50% of peers· 2,396 human services nonprofits $10M–$100M, FY2025
Organizations like NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
75% of spending goes to programs.
Governance
Public support
86%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 1 related entity
- Carmel Valley Manor Foundation · exempt
Screen this organization
A dated, signed PDF of the compliance screen for NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC?
- NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC (California) receives grants from 4 organizations whose IRS filings report $194,062 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($73,000). 4 of them have funded it in more than one year, and 100% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC have?
- IRS filings report 4 organizations giving $194,062 in grants to NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC, 4 of which have funded it in more than one year.
- Who is the largest funder of NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $73,000 in grants. The full list of funders is on this page.
- How can an organization like NORTHERN CALIFORNIA CONGREGATIONAL RETIREMENT HOMES INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 4 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing