PILGRIM PLACE IN CLAREMONT: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: PILGRIM PLACE IN CLAREMONT (EIN 95-1691301)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-05
IRS object ID: 201132179349301018
Schema version: 2010v3.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule K
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-05T09:22:56-07:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	951691301	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PILGRIM PLACE IN CLAREMONT INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PILG	NameControl
Phone	9093995500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	625 MAYFLOWER ROAD	AddressLine1
City	CLAREMONT	City
State	CA	State
ZIP Code	917114299	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BERNARD M VALEK	Name
Title	CFO	Title
Phone	9093995500	Phone
Date Signed	2011-07-28	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	X	AddressChange
Name Of Principal Officer Person	BERNARD M VALEK	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	625 MAYFLOWER ROAD	AddressLine1
City	CLAREMONT	City
State	CA	State
ZIP Code	91711	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	13840306	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	pilgrimplace.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1915	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	Senior Housing and Services	ActivityOrMissionDescription
Nbr Voting Members Governing Body	19	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	19	NbrIndependentVotingMembers
Total Nbr Employees	223	TotalNbrEmployees
Total Nbr Volunteers	1200	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	1166069	ContributionsGrantsPriorYear
Contributions Grants Current Year	1092735	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	11116365	ProgramServiceRevenuePriorYear
Program Service Revenue CY	11345966	ProgramServiceRevenueCY
Investment Income Prior Year	-219172	InvestmentIncomePriorYear
Investment Income Current Year	78545	InvestmentIncomeCurrentYear
Other Revenue Prior Year	296150	OtherRevenuePriorYear
Other Revenue Current Year	682862	OtherRevenueCurrentYear
Total Revenue Prior Year	12359412	TotalRevenuePriorYear
Total Revenue Current Year	13200108	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	7102226	SalariesEtcPriorYear
Salaries Etc Current Year	7539047	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	253873	TotalFundrsngExpCurrentYear
Other Expense Prior Year	6053290	OtherExpensePriorYear
Other Expenses Current Year	7093229	OtherExpensesCurrentYear
Total Expenses Prior Year	13155516	TotalExpensesPriorYear
Total Expenses Current Year	14632276	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-796104	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-1432168	RevenuesLessExpensesCY
Total Assets BOY	61387324	TotalAssetsBOY
Total Assets EOY	63303826	TotalAssetsEOY
Total Liabilities BOY	31313726	TotalLiabilitiesBOY
Total Liabilities EOY	34074130	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	30073598	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	29229696	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	Senior living and short and long-term health care services.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	2414398	Expense
Revenue	4614568	Revenue
Description	INDEPENDENT LIVING - PROVIDED INDEPENDENT HOUSING TO AN AVERAGE OF 265 INDEPENDENT LIVING RESIDENTS DURING 2010.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	1627072	Expense
Revenue	1261652	Revenue
Description	ASSISTED LIVING - ASSISTED LIVING RESIDENTIAL CARE SERVICES FOR AN AVERAGE OF 50 RESIDENTS DURING 2010.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	4781546	Expense
Revenue	5469746	Revenue
Description	SKILLED NURSING - PROVIDED SKILLED NURSING CARE FOR AN AVERAGE OF 56 RESIDENTS DURING 2010.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	2756435	Expense
Description	Dining services, housekeeping & laundry services, and resident activity programs.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	2756435	TotalOfOtherProgramServiceExp
Total Program Service Expense	11579451	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	true	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	true	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	40	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	223	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	19	NbrVotingGoverningBodyMembers
Number Independent Voting Members	19	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	PILGRIM PLACE	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	9093995500	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	625 MAYFLOWER ROAD	AddressLine1
City	CLAREMONT	City
State	CA	State
ZIP Code	917114299	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
DIANA OWINGS
Chair	5.00	X	X	0	0	0
TOM DUGGAN
Vice-Chair	5.00	X	X	0	0	0
ELEANOR BROWN
Secretary	5.00	X	X	0	0	0
ANDRE ELLIS
Treasurer	5.00	X	X	0	0	0
LESLIE ADAMS
Director	1.00	X		0	0	0
CATHERINE BACUS
Director	1.00	X		0	0	0
ARTHUR CRIBBS
Director	1.00	X		0	0	0
LYNNE DIAMOND
Director	1.00	X		0	0	0
DAVID EDWARDS
Director	1.00	X		0	0	0
DEAN FREUDENBERGER
Director	1.00	X		0	0	0
JOHN HOWLANS
Director	1.00	X		0	0	0
BARBARA JEFFERSON
Director	1.00	X		0	0	0
ELEANOR SCOTT MEYERS
Director	1.00	X		0	0	0
JOHN ROGERS
Director	1.00	X		0	0	0
KATHERINE RUBEL HAUSER
Director	1.00	X		0	0	0
SHIRLEY RUDE
Director	1.00	X		0	0	0
CRAIG STUBBLEBINE
Director	1.00	X		0	0	0
JANET VANDEVENDER
Director	1	X
NORM WERTHWEIN
Director	1	X
WILLIAM CUNITZ
CEO	40		X	103222		26000	X	X
BERNARD VALEK
CFO	40			109387			X
STEVE ROGERS
VP/Campus Services	40			102652			X
SUE FAIRLEY
VP/Health Services	40			33458			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	348719	TotalReportableCompFromOrg
Total Other Compensation	26000	TotalOtherCompensation
Number Individuals GT100 K	3	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	1092735	AllOtherContributions
Noncash Contributions	6389	NoncashContributions
Total Contributions	1092735	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn
Independent Living	623000	4614568
Assisted Living	623000	1261652
Skilled Nursing	623000	5469746

Field	Value	IRS element (for citing)
Total Program Service Revenue	11345966	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	119660	TotalRevenueColumn
Exclusion	$119,660	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	521889	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	552088	Securities
Other	10916	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-30199	Securities
Other	-10916	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-41115	TotalRevenueColumn
Related Or Exempt Function Income	-41115	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	278450	GrossIncomeFundraisingEvents
Fundraising Direct Expenses	77194	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	201256	TotalRevenueColumn
Exclusion	$201,256	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Entrance Fees	Description
Business Code	623000	BusinessCode
Total Revenue Column	481606	TotalRevenueColumn
Related Or Exempt Function Income	481606	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	481606	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	13200108	TotalRevenueColumn
Related Or Exempt Function Income	11786457	RelatedOrExemptFunctionIncome
Exclusion	$320,916	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	348719	Total
Program Services	136110	ProgramServices
Management And General	161435	ManagementAndGeneral
Fundraising	51174	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	4722615	Total
Program Services	4017953	ProgramServices
Management And General	596295	ManagementAndGeneral
Fundraising	108367	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	2063208	Total
Program Services	1729126	ProgramServices
Management And General	305538	ManagementAndGeneral
Fundraising	28544	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	404505	Total
Program Services	337962	ProgramServices
Management And General	57185	ManagementAndGeneral
Fundraising	9358	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2075	Total
Program Services	0	ProgramServices
Management And General	2075	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	68784	Total
Program Services	2550	ProgramServices
Management And General	66234	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	333209	Total
Program Services	302141	ProgramServices
Management And General	24201	ManagementAndGeneral
Fundraising	6867	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	303848	Total
Program Services	297533	ProgramServices
Management And General	6315	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	8225	Total
Program Services	4593	ProgramServices
Management And General	3524	ManagementAndGeneral
Fundraising	108	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	26150	Total
Program Services	18923	ProgramServices
Management And General	7160	ManagementAndGeneral
Fundraising	67	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	1095280	Total
Program Services	55455	ProgramServices
Management And General	1039825	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1338956	Total
Program Services	1215767	ProgramServices
Management And General	123189	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Food & Contract Services	948237	948237	0	0
Purchased Services	768005	594521	155785	17699
Med Supp & Equip	27546	27546	0	0
Registry Fees	22153	21548	605	0
Licenses, Taxes Etc	131100	38956	89432	2712

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	2019661	Total
Program Services	1830530	ProgramServices
Management And General	160154	ManagementAndGeneral
Fundraising	28977	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	14632276	Total
Program Services	11579451	ProgramServices
Management And General	2798952	ManagementAndGeneral
Fundraising	253873	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	465247	BOY
EOY	1307181	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	19672323	BOY
EOY	8842192	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1509079	BOY
EOY	1527358	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	30222	BOY
EOY	44499	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	55790	BOY
EOY	33552	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	62676861	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	20407004	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	30995948	BOY
EOY	42269857	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	6257213	BOY
EOY	6936735	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	2401502	BOY
EOY	2342452	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	61387324	BOY
EOY	63303826	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1615115	BOY
EOY	2367362	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	1516686	BOY
EOY	3610227	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	25675490	BOY
EOY	25675490	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	234268	BOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	400000	BOY
EOY	320000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	1872167	BOY
EOY	2101051	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	31313726	BOY
EOY	34074130	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	21586526	BOY
EOY	20356228	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2759630	BOY
EOY	3070195	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5727442	BOY
EOY	5803273	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	30073598	BOY
EOY	29229696	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	61387324	BOY
EOY	63303826	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-1432168	ReconcilationRevenueExpenses
Reconcilation Other Changes	588266	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2
Public Support Total170	0	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Pertcentage170	0	PublicSupportPertcentage170

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2036162	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1636874	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1773069	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1166069	CurrentTaxYearMinus1Year
Current Tax Year	1092735	CurrentTaxYear
Total	7704909	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	8915260	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	10657111	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	11019882	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	11144806	CurrentTaxYearMinus1Year
Current Tax Year	11563605	CurrentTaxYear
Total	53300664	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	10951422	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	12293985	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	12792951	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	12310875	CurrentTaxYearMinus1Year
Current Tax Year	12656340	CurrentTaxYear
Total	61005573	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	129352	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	167379	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	208272	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	134277	CurrentTaxYearMinus1Year
Current Tax Year	127857	CurrentTaxYear
Total	767137	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	129352	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	167379	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	208272	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	134277	CurrentTaxYearMinus1Year
Current Tax Year	127857	CurrentTaxYear
Total	767137	Total

Field	Value	IRS element (for citing)
Public Support Total509	60238436	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	322639	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	353485	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	203274	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	-219172	CurrentTaxYearMinus1Year
Current Tax Year	78545	CurrentTaxYear
Total	738771	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	322639	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	353485	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	203274	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	-219172	CurrentTaxYearMinus1Year
Current Tax Year	78545	CurrentTaxYear
Total	738771	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Total	61744344	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.97560	PublicSupportPercentage509
Prior Year Support Percentage	0.97040	PriorYearSupportPercentage
Investment Income Percentage	0.01200	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.01600	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	6389	RevenuesIncluded
Assets In Part X	431552	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Beginning Balance	234268	BeginningBalance
Distributions During Year	234268	DistributionsDuringYear
Included On FS	true	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	5948702	BeginningOfYearBalance
Contributions	231133	Contributions
Investment Earnings Or Losses	706265	InvestmentEarningsOrLosses
Other Expenditures	274789	OtherExpenditures
Administrative Expenses	31992	AdministrativeExpenses
End Of Year Balance	6579319	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	4280348	BeginningOfYearBalance
Contributions	258042	Contributions
Investment Earnings Or Losses	1726160	InvestmentEarningsOrLosses
Other Expenditures	292480	OtherExpenditures
Administrative Expenses	23368	AdministrativeExpenses
End Of Year Balance	5948702	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	7118690	BeginningOfYearBalance
Contributions	147690	Contributions
Investment Earnings Or Losses	-2145543	InvestmentEarningsOrLosses
Other Expenditures	803653	OtherExpenditures
Administrative Expenses	36836	AdministrativeExpenses
End Of Year Balance	4280348	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.44200	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.55800	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1529334	InvestmentCostOrOtherBasis
Book Value	1529334	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	48800724	InvestmentCostOrOtherBasis
Depreciation	17237129	Depreciation
Book Value	31563595	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	1072525	InvestmentCostOrOtherBasis
Depreciation	548682	Depreciation
Book Value	523843	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	3764353	InvestmentCostOrOtherBasis
Depreciation	2621193	Depreciation
Book Value	1143160	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	7509925	InvestmentCostOrOtherBasis
Book Value	7509925	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	42269857	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
Annuities Payable	$970,575
Deposits	$375,491
Taxable bonds	$754,985

Field	Value	IRS element (for citing)
Total Of Amounts	2101051	TotalOfAmounts
Total Revenue	13200108	TotalRevenue
Total Expenses	14632276	TotalExpenses
Excess Or Deficit For Year	-1432168	ExcessOrDeficitForYear
Net Unrealized GL On Investments	575152	NetUnrealizedGLOnInvestments
Other	$13,114	OtherAmount
Total Adjustments	588266	TotalAdjustments
Excess Or Deficit Per FS	-843902	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	13200108	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	13200108	RevenueSubtotal
Total Revenue Per Form990	13200108	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	14632276	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	14632276	ExpensesSubtotal
Total Expenses Per Form990	14632276	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)

IdentifierIdentifier	ExplanationExplanation
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 IV Line 2b	Entrance fee deposits held in escrow.
Pt V Line 4	Endowment funds are used as reserves for future
	operations of both general and restricted funds.
Pt X	Pilgrim Place has evaluated its tax positions and
	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 UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT (>50%) OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION;THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE RE
Pt XI Line 8	Present value adjustment of gift annuities payable.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	CAL MUNI FIN AUTH	BusinessNameLine1

Field	Value	IRS element (for citing)
Issuer EIN	201563466	IssuerEIN
CUSIP Number	13049RAD8	CUSIPNumber
Date Issued	2009-08-19	DateIssued
Issue Price	25675490	IssuePrice
Description Of Purpose	New construction	DescriptionOfPurpose
Defeased	false	Defeased
On Behalf Of Issuer	false	OnBehalfOfIssuer
Pool Financing	false	PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Total Proceeds	25675490	TotalProceeds
Amount In Reserve Fund	2006475	AmountInReserveFund
Refunding Escrow	2327958	RefundingEscrow
Issuance Costs From Proceeds	2306630	IssuanceCostsFromProceeds
Amount Unspent	19030812	AmountUnspent
Year Of Subst Completion	2011	YearOfSubstCompletion
Current Refunding	false	CurrentRefunding
Advance Refunding	false	AdvanceRefunding
Final Allocation Made	false	FinalAllocationMade
Adequate Books And Recds Maintaind	true	AdequateBooksAndRecdsMaintaind

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	36	NumberOfContributions
Noncash Contribs Rptd F990	6389	NoncashContribsRptdF990
Method Of Determining Revenues	Donor estimate	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI-B, Line 12c	Through corporate compliance policies and procedures.
Pt VI-B, Line 15	Through review by Board executive committee composed
	of independent directors.
Pt VI-C, Line 19	Documents are available upon request.
Pt VI-B, Line 11a	Board of Directors decides how best to review pertinent
	information in the form 990 and make it available to
	other interested parties after filing.
Form 990, Part III, Line 4d	DINING SERVICES, HOUSEKEEPING & LAUNDRY SERVICES, 2756435. 0. 0.
Form 990, Part IX, Line 24f	PROF MED SERVICES 938439. 937989. 0. 450. STAFF DEVELOPMENT 12445. 2594. 8735. 1116. PUBLIC RELATIONS 68932. 16054. 45812. 7066. UTILITIES 542945. 525188. 16507. 1250. EMP. ADVERTISING 2964. 0. 2964. 0. RHSP TRANSFERS 0. 0. 0. 0. PIANO 0. 0. 0. 0. LIBRARY 0. 0. 0. 0. INVESTMENT FEES 0. 0. 0. 0. MISCELLANEOUS 41866. 22355. 11757. 7754. RES. ACTIVITIES 23534. 23534. 0. 0. BEAUTY SHOP 19657. 19657. 0. 0. EQUIPMENT RENTAL 31870. 17431. 14439. 0. POSTAGE 11418. 919. 8881. 1618. PRINTING 30493. 5177.