Civic Intelligence

Pilgrim Place in Claremont

990 • Fiscal year 2022 • EIN 95-1691301

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 11, 2023

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

79th percentile

0.62x

Higher debt load relative to assets than 79% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

87th percentile

2.46x

Higher debt load relative to revenue than 87% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

8th percentile

-29%

Higher net margin than 8% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$263,865

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

25th percentile

-8.4%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-25%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$75,309,127

Down $6,945,820 (-8.4%) from 2021

Net Assets

Down

$28,726,170

Down $5,447,832 (-16%) from 2021

Liabilities

Down

$46,582,957

Down $1,497,988 (-3.1%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin8th percentile

Revenue

Down

$18,937,724

Down $6,331,166 (-25%) from 2021

Expenses

Up

$24,385,556

Up $1,869,885 (+8.3%) from 2021

Net Income

Down

-$5,447,832

Down $8,201,051 (-298%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth25th 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

2022

Assets$75,309,127
Liabilities$46,582,957
Net Assets$28,726,170
Open 2022 Filing

Operations Trend

Revenue Growth15th 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

2022

Revenue$18,937,724
Expenses$24,385,556
Net Income-$5,447,832
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 11, 2023
Return Version
2022v5.0
Gross Receipts
$23,410,139
Mission and Program Overview

Mission

Senior Housing and Services

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$50,451,270$50,665,383▲ $214,113
Investments in Publicly Traded Securities$19,760,179$15,806,256▼ $3,953,923
Savings and Temporary Cash Investments$9,422,610$5,995,217▼ $3,427,393
Accounts Receivable$1,008,000$1,219,874▲ $211,874
Cash and Non-Interest-Bearing Accounts$1,165,724$1,117,579▼ $48,145
Prepaid Expenses and Deferred Charges$432,632$486,410▲ $53,778
Inventories for Sale or Use$14,532$18,408▲ $3,876
Pledges and Grants Receivable$0$0→ $0
Total Assets$82,254,947$75,309,127▼ $6,945,820
Liabilities
Tax Exempt Bond Liabilities$32,111,034$31,327,740▼ $783,294
Deferred Revenue$12,068,169$12,395,496▲ $327,327
Accounts Payable and Accrued Expenses$1,677,769$1,963,229▲ $285,460
Other Liabilities$2,223,973$896,492▼ $1,327,481
Total Liabilities$48,080,945$46,582,957▼ $1,497,988
Net Assets / Fund Balance
Net Assets With Donor Restrictions$17,632,472$14,657,259▼ $2,975,213
Net Assets Without Donor Restrictions$16,541,530$14,068,911▼ $2,472,619
Total Net Assets Fund Balance$34,174,002$28,726,170▼ $5,447,832
Total Liabilities and Net Assets / Fund Balance$82,254,947$75,309,127▼ $6,945,820

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$45,597,205$39,892,928$0
Other Land Buildings$1,150,388$0$0
Land$1,529,334-$0
Equipment$2,264,204$6,449,879$0
Leasehold Improvements$124,252$988,383$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$18,940,008$430,254▼ $3,651,925$419,647$15,134,206
2021$15,939,119$768,621▲ $2,674,044$250,000$18,940,008
2020$12,575,696$1,030,786▲ $2,860,412$400,000$15,939,119
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
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ronald BoldingPresident/CEOFT$251,363$12,502$263,865
Ronald Bolding--$251,363$12,501$263,864
Audrey MorabitoVice President/CFOFT$204,931$8,408$213,339
Audrey Morabito--$204,931$8,408$213,339
Richard RodasVP Health ServicesFT$176,815$16,141$192,956
Richard Rodas--$176,815$16,140$192,955
Stella HernandezDirector of NursingFT$160,275$13,077$173,352
Stella Hernandez--$160,275$13,077$173,352
Odie TollefsonVP Human ResourcesFT$131,284$14,378$145,662
Erica ReiterVP AdvancementFT$40,932$1,712$42,644
Erica Reiter--$40,932$1,712$42,644
Dianne FisherVP AdvancementFT$40,052$766$40,818

Board Members and Trustees

NameTitle
Nyree GrayChair
James ButlerPast-Chair
Open PositionVice-Chair
Bob HurdDirector
Connie GreenDirector
Derek BaldwinDirector
Elaine WalkerDirector
Eleanor LoeligerDirector
Elizabeth MooreDirector
Gene BoutilierDirector
Jess SwickDirector
Karen LevinDirector
Kay HeldDirector
Maisie DawesDirector
Mark DimitrukDirector
Phalana TillerDirector
Riki WolfDirector
Ruben MedinaDirector
Samir AnabiDirector
Zachary CourserDirector
Diane ShapiroSecretary
John GriesingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,492,107
Program Service Revenue
$17,047,737
Investment Income
$-3,627,395
Other Revenue
$4,025,275
All Other Contributions
$1,112,708
Change in Net Assets
$-5,447,832

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,937,724
Revenue Not Reported on Form 990
$-3,802,801
Total Revenue per Audited Statements
$15,134,923
Total Revenue per Form 990
$18,937,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,786,566
Other Expenses$11,598,990
Total Fundraising Expense$530,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$7,067,669$1,631,407$97,488$8,796,564
Depreciation Depletion$2,960,604$40,012$0$3,000,616
Other Employee Benefits$1,441,092$430,557$24,588$1,896,237
All Other Expenses$1,202,784$457,893$158,348$1,819,025
Interest$40,961$1,412,950$0$1,453,911
Other Expenses$604,767$733,256$62,974$1,400,997
Current Officers, Directors, Trustees, and Key Employees$468,373$393,454$143,825$1,005,652
Payroll Taxes$585,759$172,789$32,310$790,858
Insurance$382,996$42,555$0$425,551
Office Expenses$285,737$78,578$3,308$367,623
Pension Plan Contributions$153,389$67,714$7,225$228,328
Fees for Services Accounting$0$70,565$0$70,565
Other Salaries and Wages$54,199$14,312$416$68,927
Travel$1,300$10,489$0$11,789
Fees for Services Legal$2,451$0$0$2,451
Conferences and Meetings$3,190$-8,913$0$-5,723
Total Functional Expenses$18,289,186$5,565,888$530,482$24,385,556

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,385,556
Total Expenses per Audited Statements$24,385,556
Total Expenses per Form 990$24,385,556
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$162,329
Fundraising Direct Expenses$18,198
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$544,576
Annuities Payable$351,916

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
2023-11-11

Organization Details

Formed
1915
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
259
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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IRS990/Form990PartVIISectionAGrp/PersonNm2Open Position
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IRS990/Form990PartVIISectionAGrp/PersonNm12Kay Held
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IRS990/Form990PartVIISectionAGrp/PersonNm14Karen Levin
IRS990/Form990PartVIISectionAGrp/PersonNm15Eleanor Loeliger
IRS990/Form990PartVIISectionAGrp/PersonNm16Ruben Medina
IRS990/Form990PartVIISectionAGrp/PersonNm17Elizabeth Moore
IRS990/Form990PartVIISectionAGrp/PersonNm18Jess Swick
IRS990/Form990PartVIISectionAGrp/PersonNm19Phalana Tiller
IRS990/Form990PartVIISectionAGrp/PersonNm20Elaine Walker
IRS990/Form990PartVIISectionAGrp/PersonNm21Riki Wolf
IRS990/Form990PartVIISectionAGrp/PersonNm22Ronald Bolding
IRS990/Form990PartVIISectionAGrp/PersonNm23Audrey Morabito
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IRS990/Form990PartVIISectionAGrp/TitleTxt24VP Health Services
IRS990/Form990PartVIISectionAGrp/TitleTxt25VP Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt26VP Advancement
IRS990/Form990PartVIISectionAGrp/TitleTxt27VP Human Resources
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,309,127
Liabilities
$46,582,957
Net assets
$28,726,170
Revenue
$18,937,724
Expenses
$24,385,556
Net income
-$5,447,832
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