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EIN 94-1156611

Heritage on the Marina

IRS 501(c) type
501(c)(3)
Num. employees
42
City
San Francisco
State
California
Year formed
1944
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
Heritage on the Marina is proud to be one of San Francisco’s longest-serving retirement communities. It is a non-profit corporation owned and operated by the San Francisco Ladies’ Protection and Relief Society.
Also known as...
San Francisco Ladies Protection and Relief Society
Total revenues
$9,078,641
2022
Total expenses
$13,542,333
2022
Total assets
$81,374,391
2022
Num. employees
42
2022

Program areas at Heritage on the Marina

Residential services care and assisted living care for the elderly provided through our senior care community with 64 residential apartments, and 20 assisted living units with an aging in place model. Medicare part b rehabilitation, medication management and other nursing services provided. Partial scholarships are provided to 5 of the eligible residents who are unable to pay the monthly care fee in full.
Revenue is collected from residents for the provision of residential services, assisted living, skilled nursing care, rehabilitation services, medication management and other nursing and health care services.

Personnel at Heritage on the Marina

NameTitleCompensation
Mary LindeBoard Member$274,480
Janet HofmeisterChief of Strategy / Director of Marketin$140,993
Ken DonnellyChief of Strategy / Chief Executive Officer$162,935
Janet HowellDirector of Marketing and Admissions
Karina TapiaDirector of Resident / Director of Social S$133,172
...and 4 more key personnel

Financials for Heritage on the Marina

RevenuesFYE 12/2022
Total grants, contributions, etc.$144,953
Investment income and dividends$1,285,814
Net rental income$0
Net gain from sale of non-inventory assets$188,429
Gross sales of inventory$0
Miscellaneous revenues$7,459,445
Total revenues$9,078,641

Form 990s for Heritage on the Marina

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-06990PFView PDF
2021-122022-11-17990PFView PDF
2020-122021-11-10990PFView PDF
2019-122021-06-14990PFView PDF
2018-122020-01-23990PFView PDF
...and 7 more Form 990s
Data update history
January 20, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 18, 2024
Updated personnel
Identified 5 new personnel
December 30, 2023
Used new vendors
Identified 5 new vendors, including , , , , and
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 7, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Private foundationsPrivate operating foundationsExempt operating foundationsCharities
Issues
Health
Characteristics
Partially liquidatedState / local levelTax deductible donations
General information
Address
3400 Laguna St
San Francisco, CA 94123
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
heritageonthemarina.org/ 
Phone
(415) 202-0300
IRS details
EIN
94-1156611
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1944
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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