Civic Intelligence

Pilgrim Place in Claremont

990 • Fiscal year 2019 • EIN 95-1691301

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profilepilgrimplace.org

View Organization Page

625 Mayflower RoadClaremont, CA 91711-4299

(909) 399-5500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.62x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

2.09x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Net Margin

66th percentile

9.7%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$203,310

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2019

Asset Growth

40th percentile

2.2%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

76th percentile

14%

Faster revenue growth than 76% of similar nonprofits.

2019 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$75,539,338

Up $1,621,431 (+2.2%) from 2018

Net Assets

Up

$28,617,948

Up $2,187,058 (+8.3%) from 2018

Liabilities

Down

$46,921,390

Down $565,627 (-1.2%) from 2018

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin66th percentile

Revenue

Up

$22,471,506

Up $2,831,384 (+14%) from 2018

Expenses

Up

$20,284,448

Up $380,483 (+1.9%) from 2018

Net Income

Up

$2,187,058

Up $2,450,901 (+929%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2010: $63,303,826Liabilities 2010: $34,074,130Net Assets 2010: $29,229,6962010Assets 2011: $62,471,661Liabilities 2011: $34,748,180Net Assets 2011: $27,723,4812011Assets 2012: $64,451,651Liabilities 2012: $36,303,484Net Assets 2012: $28,148,1672012Assets 2013: $66,494,633Liabilities 2013: $36,824,070Net Assets 2013: $29,670,5632013Assets 2014: $66,380,702Liabilities 2014: $35,700,250Net Assets 2014: $30,680,4522014Assets 2015: $66,066,408Liabilities 2015: $35,826,545Net Assets 2015: $30,239,8632015Assets 2016: $73,961,403Liabilities 2016: $48,719,485Net Assets 2016: $25,241,9182016Assets 2018: $73,917,907Liabilities 2018: $47,487,017Net Assets 2018: $26,430,8902018Assets 2019: $75,539,338Liabilities 2019: $46,921,390Net Assets 2019: $28,617,9482019Assets 2020: $78,420,064Liabilities 2020: $46,999,281Net Assets 2020: $31,420,7832020Assets 2021: $82,254,947Liabilities 2021: $48,080,945Net Assets 2021: $34,174,0022021Assets 2022: $75,309,127Liabilities 2022: $46,582,957Net Assets 2022: $28,726,1702022Assets 2023: $76,793,691Liabilities 2023: $45,411,397Net Assets 2023: $31,382,2942023Assets 2024: $80,135,299Liabilities 2024: $46,988,925Net Assets 2024: $33,146,3742024

Highlighted filing

2019

Assets$75,539,338
Liabilities$46,921,390
Net Assets$28,617,948
Open 2019 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $14,632,2762010Expenses 2011: $15,959,8442011Expenses 2012: $17,392,4392012Revenue 2013: $19,881,938Expenses 2013: $17,763,610Net Income 2013: $2,118,3282013Revenue 2014: $19,504,364Expenses 2014: $18,766,716Net Income 2014: $737,6482014Revenue 2015: $18,536,541Expenses 2015: $19,049,831Net Income 2015: -$513,2902015Revenue 2016: $18,271,138Expenses 2016: $19,423,943Net Income 2016: -$1,152,8052016Revenue 2018: $19,640,122Expenses 2018: $19,903,965Net Income 2018: -$263,8432018Revenue 2019: $22,471,506Expenses 2019: $20,284,448Net Income 2019: $2,187,0582019Revenue 2020: $24,248,726Expenses 2020: $21,445,891Net Income 2020: $2,802,8352020Revenue 2021: $25,268,890Expenses 2021: $22,515,671Net Income 2021: $2,753,2192021Revenue 2022: $18,937,724Expenses 2022: $24,385,556Net Income 2022: -$5,447,8322022Revenue 2023: $26,884,693Expenses 2023: $25,732,046Net Income 2023: $1,152,6472023Revenue 2024: $29,565,085Expenses 2024: $28,099,311Net Income 2024: $1,465,7742024

Highlighted filing

2019

Revenue$22,471,506
Expenses$20,284,448
Net Income$2,187,058
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$20,370,865
Mission and Program Overview

Mission

Senior Housing and Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$47,700,310$48,750,988▲ $1,050,678
Investments in Publicly Traded Securities$10,905,147$13,423,816▲ $2,518,669
Savings and Temporary Cash Investments$8,948,807$9,211,971▲ $263,164
Cash and Non-Interest-Bearing Accounts$4,457,282$2,837,618▼ $1,619,664
Accounts Receivable$1,484,015$833,215▼ $650,800
Loans From Officers Directors$490,000$0▼ $490,000
Prepaid Expenses and Deferred Charges$317,357$423,055▲ $105,698
Pledges and Grants Receivable$96,810$49,026▼ $47,784
Inventories for Sale or Use$8,179$9,649▲ $1,470
Total Assets$73,917,907$75,539,338▲ $1,621,431
Liabilities
Tax Exempt Bond Liabilities$34,280,918$33,587,624▼ $693,294
Deferred Revenue$10,150,976$10,538,468▲ $387,492
Accounts Payable and Accrued Expenses$1,507,740$1,449,469▼ $58,271
Other Liabilities$1,057,383$1,345,829▲ $288,446
Total Liabilities$47,487,017$46,921,390▼ $565,627
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,815,623$15,495,717▲ $680,094
Net Assets With Donor Restrictions$11,615,267$13,122,231▲ $1,506,964
Total Net Assets Fund Balance$26,430,890$28,617,948▲ $2,187,058
Total Liabilities and Net Assets / Fund Balance$73,917,907$75,539,338▲ $1,621,431

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$39,242,372$33,448,748-
Other Land Buildings$5,599,407--
Land$1,529,334--
Equipment$2,174,479$4,621,509-
Leasehold Improvements$205,396$907,239-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$10,185,180$0▲ $2,505,149$0$12,575,696
2018$10,527,808$409,790▼ $469,789$170,382$10,185,180
2017$8,820,333$131,025▲ $1,787,590$125,000$10,527,808
2016$8,360,014$185,039▲ $725,859$427,196$8,820,333
2015$8,916,627$39,332▼ $76,614$497,196$8,360,014
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Audrey MorabitoVice President/CFOFT$194,921$8,389$203,310
Audrey Morabito--$194,921$8,389$203,310
Richard RodasVP Health ServicesFT$168,201$14,447$182,648
Richard Rodas--$168,201$14,447$182,648
Ronald BoldingPresident/CEOFT$160,590$3,942$164,532
Ronald Bolding--$160,590$3,942$164,532
Linda ParongDirector of NursingFT$129,979$12,934$142,913
Joyce YarbouroughVP AdvancementFT$111,788$12,139$123,927
Odie TollefsonVP Human ResourcesFT$106,284$11,889$118,173
Ann SchiffFormer President/CEOFT$25,711$705$26,416
Ann Schiff--$25,711$705$26,416

Board Members and Trustees

NameTitle
Jerry GarrisChair
John HillPast-Chair
Steve DuncanVice-Chair
Betty ClementsDirector
Butch HendersonDirector
Charles RassieurDirector
Dale MorganDirector
David CisnerosDirector
Diane ShapiroDirector
Jack GordonDirector
James ButlerDirector
Jill DwyreDirector
John GriesingerDirector
Kris BlayDirector
Maisie DawesDirector
Mary DouglasDirector
Nyree GrayDirector
Sandra BarrowDirector
Darlene McPhersonSecretary
Johanna Sweaney SaltTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$781,294
Program Service Revenue
$16,629,822
Investment Income
$2,618,258
Other Revenue
$2,442,132
All Other Contributions
$781,294
Change in Net Assets
$2,187,058

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,471,506
Revenue Not Reported on Form 990
$2,297,536
Total Revenue per Audited Statements
$24,769,042
Total Revenue per Form 990
$22,471,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$10,681,298
Salaries, Compensation, and Employee Benefits$9,603,150
Total Fundraising Expense$524,388
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$5,161,430$1,396,189$167,361$6,724,980
Depreciation Depletion$2,423,789$114,044$0$2,537,833
Interest$81,504$1,411,296$0$1,492,800
Other Expenses$501,706$883,511$34,455$1,419,672
Other Employee Benefits$1,051,035$289,117$34,725$1,374,877
All Other Expenses$941,508$308,698$87,341$1,337,547
Current Officers, Directors, Trustees, and Key Employees$274,485$334,647$158,363$767,495
Payroll Taxes$412,792$132,510$23,782$569,084
Office Expenses$400,705$90,794$3,674$495,173
Insurance$279,168$31,019$0$310,187
Pension Plan Contributions$112,590$43,577$10,547$166,714
Fees for Services Accounting$0$63,189$0$63,189
Conferences and Meetings$7,326$21,647$4,140$33,113
Fees for Services Legal$0$18,200$0$18,200
Travel$174$7,300$0$7,474
Total Functional Expenses$14,588,720$5,171,340$524,388$20,284,448

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,284,448
Total Expenses per Audited Statements$20,284,448
Total Expenses per Form 990$20,284,448
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$270,293
Fundraising Direct Expenses$82,262
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$490,000$0▼ $490,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$848,538
Annuities Payable$497,291

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACal Muni Fin Auth2016-11-22$25,130,000Refinanced
BCal Muni Fin Auth2016-11-22$10,925,000New Construction

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$36,055,000$728$315,000$411,185

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Pilgrim Place
EIN
95-1691301
Phone
9093995500
Address
625 Mayflower Road, Claremont, CA 91711-4299
Doing Business As
Same

Signing Officer

Name
Audrey Morabito
Title
Vice President/CFO
Phone
9093995500
Signed
2020-11-10

Organization Details

Formed
1915
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
270
Volunteers
1,200
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

“Through corporate compliance policies and procedures.”

Pt VI, Line 15B

“Through review by Board executive committee composed of independent directors.”

Pt VI, Line 19

“Documents are available upon request.”

Pt VI, Line 11B

“The Finance Committee of the Board reviews the information in the form 990 and the 990 is made available to other interested parties after filing.”

Pt VI, Line 15A

“Yes, the Board compensation committee.”

Pt XI

“Line 9 - Unrealized gains.”

Financial Statement Notes

Pt III, Line 4

“Collections are open to the community. There are also exchange programs with local exempt organizations for the purpose of education.”

Pt V, Line 4

“Endowment funds are used as reserves for future operations of both general and restricted funds.”

Other

“Pilgrim Place has evaluated its tax positions and the certainty as to whether those positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to Pilgrim Place's continued qualification as a tax-exempt organization and whether there is any unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt20President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21Vice President/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP Health Services
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP Human Resources
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IRS990/OtherExpensesGrp/FundraisingAmt20

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,539,338
Liabilities
$46,921,390
Net assets
$28,617,948
Revenue
$22,471,506
Expenses
$20,284,448
Net income
$2,187,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$80.1$47.0$33.1$29.6$28.1$1.47
2023Detailed filing. Detailed filing data is available for this year.$76.8$45.4$31.4$26.9$25.7$1.15
2022Detailed filing. Detailed filing data is available for this year.$75.3$46.6$28.7$18.9$24.4$5.45
2021Detailed filing. Detailed filing data is available for this year.$82.3$48.1$34.2$25.3$22.5$2.75
2020Detailed filing. Detailed filing data is available for this year.$78.4$47.0$31.4$24.2$21.4$2.80
2019Detailed filing. Detailed filing data is available for this year.$75.5$46.9$28.6$22.5$20.3$2.19
2018Summary only. Only limited summary data is available for this year.$73.9$47.5$26.4$19.6$19.9$0.26
2016Detailed filing. Detailed filing data is available for this year.$74.0$48.7$25.2$18.3$19.4$1.15
2015Detailed filing. Detailed filing data is available for this year.$66.1$35.8$30.2$18.5$19.0$0.51
2014Detailed filing. Detailed filing data is available for this year.$66.4$35.7$30.7$19.5$18.8$0.74
2013Detailed filing. Detailed filing data is available for this year.$66.5$36.8$29.7$19.9$17.8$2.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.5$36.3$28.1$17.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.5$34.7$27.7$16.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.3$34.1$29.2$14.6