Channing House FY2025 filing

Tax-deductible

Palo Alto, CA501(c)(3)Since 1960Human ServicesEIN 94-1485533Revenue $29.7M in FY2025

On file with the IRSchanninghouse.org850 Webster St, 94301-2849 · Palo Alto, CATax-exempt since Oct 1978Publicly supported — 509(a)(2)

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Channing House believes that older adults thrive in a vibrant setting that supports active, engaged and healthy living. Our mission is to provide a sustainable, innovative community that promotes this lifestyle, while embracing respect and dignity for all who live and work here.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$2.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $4.3M a year · 16% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.0M
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.2 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $13K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$165.1M
105% of total assets
Concern: liabilities are 105% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$29.7M
+11% vs prior year
Spent
$32.7M
To programs
81%
Net assets
−$8.5M
By yearFY2021–FY2026
Revenue
$29.7M
FY2025▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2021$23.0M
FY2022$23.1M
FY2023$24.5M
FY2024$26.9M
FY2025$29.7M
FY2026$32.3M
Expenses
$32.7M
FY2025▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2021$26.7M
FY2022$28.7M
FY2023$31.0M
FY2024$32.2M
FY2025$32.7M
FY2026$34.1M
Net assets
−$8.5M
FY2025▼ -31%
Tap a bar for its year
Net assets by fiscal year
FY2021$11.7M
FY2022$5.7M
FY2023−$3.3M
FY2024−$6.5M
FY2025−$8.5M
FY2026−$9.1M

From the FY2025 Form 990 (year ending February 2025) · figures checked against the IRS filing · see the original

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You’re viewing the FY2025 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in Oct 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $26.6M Management & general 19% · $6.2M Fundraising 0% · $8K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

24 people listed on the 990; $2.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Chief Executive Officer
$331,848Pt VII · Sec A
Chief Financial Officer
$248,792Pt VII · Sec A
Director of Nursing
$188,727Pt VII · Sec A
Human Resources Director
$177,324Pt VII · Sec A
Administrator (through 7/2024)
$165,367Pt VII · Sec A
Director of Nursing Assistant
$160,814Pt VII · Sec A
Dining Services Director
$157,854Pt VII · Sec A
Sales Specialist
$148,721Pt VII · Sec A

Rhonda Bekkedahl’s $382K as Chief Executive Officer is at the 88th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2026FY2025FY2024FY2023FY2022FY2021
Rhonda Bekkedahl$382,470$331,848$309,484$287,173$284,044$272,718
Jaisie Lozano$284,244$248,792$235,306——$181,067
Jaisie Lynn Lozano———$224,122$186,978—
Yadira Aldana—$165,367$217,068——$192,934
Yadira Sofia Aldana———$212,100$193,006—
Elvyra Abare$204,337—————
Izveth Leon$200,190$188,727$177,168$173,862$168,279$167,030
Payal Villalobos$193,764$177,324$150,124———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers housing and healthcare services within a life care community.

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Provided by the organization

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2 programs · $26.6M · in their own filed words · FY2024
01

Provide housing, assisted living, and skilled nursing services which include dining services, maintenance, housekeeping, and nursing care. During FY2025 we served an average of 263 residents with a total of 6,570 service days of skilled nursing; 9,855 service days of assisted living; and 79,570 days of residential care services.

$26.6Mprogram expense
02

Channing house hosts various community meetings and partners in emergency preparedness programs. We coordinate with the city of palo alto and with santa clara county to provide emergency communications and act as a back-up operational command center in the event of a natural (or other) disaster.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 3 funders$13K
See all 3 funders →
Grants paid · 5 grants · $103K · 2021–2025
Unitemized GrantFY2025$39,287
Unitemized GrantFY2024$24,103
Unitemized GrantFY2023$6,690
Unitemized GrantFY2022$27,737
Unitemized GrantFY2021$5,650

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$29.7M
Ln 12
Fees for servicesLn 2g$27.4M
Investment incomeLn 3$1.9M
Gifts and grantsLn 1h$433K
Money outPt IX
$32.7M
Ln 25
Programscol B$26.6M
Managementcol C$6.2M
Fundraisingcol D$8K
Owns and owesPt X
−$8.5M
net assets · Ln 32
Cash and savingsLn 1–2$442K
Total assetsLn 16$156.6M
LiabilitiesLn 26$165.1M
PeoplePt VI, VII
24
listed · VII A
PaidVII A11
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$433K
Government grantsLn 1e$231K
Fees for servicesLn 2g$27.4M
Investment incomeLn 3$1.9M
Other incomeLn 4–11$65K
Gains on assetsLn 7$764K
Total revenueLn 12$29.7M
Assets in detailPt X, end of year
CashLn 1$442K
Cash and savings togetherLn 1–2$442K
InvestmentsLn 11–13$41.6M
Land, buildings, equipmentLn 10c$113.6M
Other assetsLn 15$158K
Total assetsLn 16$156.6M
LiabilitiesLn 26$165.1M
Net assetsLn 32−$8.5M
OperationsPt I, VI
EmployeesI 5242
VolunteersI 670
Fiscal year endsHeaderFebruary
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$4.7M$442K
InvestmentsLn 11–13$34.0M$41.6M
Land, buildings, equipmentLn 10c$117.0M$113.6M
Total assetsLn 16$156.6M$156.6M
LiabilitiesLn 26$163.1M$165.1M
Net assetsLn 32−$6.5M−$8.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3K$3K
Grants to domestic individualsLn 2$24K$24K
Pay of current officers, directors and key staffLn 5$1.4M$566K$858K
Other salaries and wagesLn 7$9.8M$8.3M$1.5M
Pension plan contributionsLn 8$165K$142K$23K
Other employee benefitsLn 9$1.5M$1.3M$259K
Payroll taxesLn 10$860K$700K$161K
Legal feesLn 11b$66K$66K
Accounting feesLn 11c$68K$68K
Professional fundraising feesLn 11e$8K$8K
Other fees for servicesLn 11g$2.4M$1.7M$614K
Advertising and promotionLn 12$109K$109K
Office expensesLn 13$709K$402K$307K
Information technologyLn 14$310K$310K
OccupancyLn 16$1.8M$1.6M$144K
TravelLn 17$75K$43K$32K
Conferences, conventions and meetingsLn 19$34K$26K$8K
InterestLn 20$4.0M$3.9M$188K
Depreciation, depletion and amortizationLn 22$7.0M$6.7M$326K
InsuranceLn 23$564K$564K
Other expenses (24a–d)Ln 24$1.7M$1.2M$482K
All other expensesLn 24e$201K$37K$163K
Total functional expensesLn 25$32.7M$26.6M$6.2M$8K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $32.3M$34.1M−$1.8M−$9.1M 990 PDF
FY2025 Viewing $29.7M$32.7M−$3.0M−$8.5M 990 PDF
FY2024 $26.9M$32.2M−$5.3M−$6.5M 990 PDF
FY2023 $24.5M$31.0M−$6.5M−$3.3M 990 PDF
FY2022 $23.1M$28.7M−$5.6M$5.7M 990 PDF
FY2021 $23.0M$26.7M−$3.7M$11.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $29,742,246 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $322,094$433,082
I-9 Program service revenuePrior year $25,821,526$27,386,037
I-10 Investment incomePrior year $654,962$1,858,619
I-11 Other revenuePrior year $62,155$64,508
I-12 Total revenuePrior year $26,860,737$29,742,246
I-13 Grants and similar amounts paidPrior year $6,690$26,759
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $13,436,483$13,741,960
I-16a Professional fundraising feesPrior year $6,000$8,000
I-17 Other expensesPrior year $18,706,231$18,969,707
I-18 Total expensesPrior year $32,155,404$32,746,426
I-19 Revenue less expensesPrior year −$5,294,667−$3,004,180
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $29,742,246 across 8 lines filed
Lines not itemized here account for $10,822 of total revenue; see the IRS return.
VIII-1e Government grants$231,006
VIII-1f All other contributions, gifts and grants$202,076
VIII-1h Total contributions, gifts and grants$433,082
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $27,386,037$27,386,037
VIII-3 Investment incomeExcluded from tax $1,094,642$1,094,642
VIII-6 Net rental income or lossExcluded from tax $53,686$53,686
VIII-7 Net gain or loss on sales of assetsExcluded from tax $763,977$763,977
VIII-12 Total revenueRelated to mission $27,386,037 · Unrelated business $0 · Excluded from tax $1,923,127$29,742,246
Part IX · Statement of functional expenses $32,746,426 across 22 lines filed
IX-1 Grants to domestic organizationsPrograms $2,656$2,656
IX-2 Grants to domestic individualsPrograms $24,103$24,103
IX-5 Pay of current officers, directors and key staffPrograms $566,365 · Management $857,863$1,424,228
IX-7 Other salaries and wagesPrograms $8,283,827 · Management $1,492,343$9,776,170
IX-8 Pension plan contributionsPrograms $141,984 · Management $23,018$165,002
IX-9 Other employee benefitsPrograms $1,256,709 · Management $259,358$1,516,067
IX-10 Payroll taxesPrograms $699,882 · Management $160,611$860,493
IX-11b Legal feesManagement $65,606$65,606
IX-11c Accounting feesManagement $68,255$68,255
IX-11e Professional fundraising feesFundraising $8,000$8,000
IX-11g Other fees for servicesPrograms $1,735,961 · Management $614,248$2,350,209
IX-12 Advertising and promotionManagement $109,281$109,281
IX-13 Office expensesPrograms $402,281 · Management $306,926$709,207
IX-14 Information technologyManagement $309,526$309,526
IX-16 OccupancyPrograms $1,606,831 · Management $143,845$1,750,676
IX-17 TravelPrograms $43,025 · Management $32,047$75,072
IX-19 Conferences, conventions and meetingsPrograms $26,141 · Management $8,101$34,242
IX-20 InterestPrograms $3,858,358 · Management $188,156$4,046,514
IX-22 Depreciation, depletion and amortizationPrograms $6,687,263 · Management $326,111$7,013,374
IX-23 InsuranceManagement $563,586$563,586
IX-24 Other expenses (24a–d)Programs $1,191,816 · Management $481,687$1,673,503
IX-24e All other expensesPrograms $37,259 · Management $163,397$200,656
IX-25 Total functional expensesPrograms $26,564,461 · Management $6,173,965 · Fundraising $8,000$32,746,426
Part X · Balance sheet $156,553,175 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $4,677,468$442,278
X-4 Accounts receivableStart of year $101,216$85,741
X-8 Inventories for sale or useStart of year $35,210$41,521
X-9 Prepaid expenses and deferred chargesStart of year $732,557$578,313
X-10c Land, buildings and equipment, netStart of year $116,991,488$113,601,317
X-11 Publicly traded securitiesStart of year $33,975,429$41,646,434
X-15 Other assetsStart of year $82,571$157,571
X-16 Total assetsStart of year $156,595,939$156,553,175
X-17 Accounts payable and accrued expensesStart of year $5,083,034$4,833,243
X-19 Deferred revenueStart of year $55,075,639$57,546,504
X-20 Tax-exempt bond liabilitiesStart of year $95,679,533$93,340,396
X-25 Other liabilitiesStart of year $7,236,309$9,350,122
X-26 Total liabilitiesStart of year $163,074,515$165,070,265
X-27 Net assets without donor restrictionsStart of year −$6,966,777−$8,998,253
X-28 Net assets with donor restrictionsStart of year $488,201$481,163
X-32 Total net assets or fund balancesStart of year −$6,478,576−$8,517,090
X-33 Total liabilities and net assetsStart of year $156,595,939$156,553,175
Part XI · Reconciliation of net assets −$8,517,090 net assets at year end
XI-1 Total revenue$29,742,246
XI-2 Total expenses$32,746,426
XI-3 Revenue less expenses−$3,004,180
XI-4 Net assets at start of year−$6,478,576
XI-5 Net unrealized gains (losses) on investments$991,403
XI-9 Other changes in net assets−$25,737
XI-10 Net assets at end of year−$8,517,090

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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