Heritage on the Marina

What Heritage on the Marina does

Heritage on the Marina is a non-profit Life Plan Community (Continuing Care Retirement Community / CCRC) located in the Marina district of San Francisco at 3400 Laguna Street, operating continuously since the completion of its Julia Morgan-designed main building in 1925. The community is owned and operated by the San Francisco Ladies' Protection and Relief Society, a philanthropic organization established in 1853, and serves a resident population of just over 100 seniors across a continuum of care levels — independent/residential living, assisted living, and memory support — plus three additional Francisco/Octavia Street properties configured for active adults aged 65 and older.

Service delivery is structured around a traditional CCRC contract model: residents pay a one-time entrance fee (sized to apartment type and amortized over 50 months) plus a monthly service fee that adjusts annually with local cost-of-living indices and increases as residents transition across care levels. All-inclusive services span three daily meals, housekeeping, utilities, scheduled transportation to medical appointments, 24-hour nursing, an emergency physician on call, and access to amenities including a fitness center, library, art studio, beauty salon, and weekly Bay Area excursions. The community markets itself through a direct-to-consumer motion — property website with RentCafe-powered inquiry forms, a dedicated phone line, scheduled in-person tours handled by a Director of Marketing, and downloadable eBrochures — with no third-party referral intermediaries.

Revenue mechanics rely on three streams: entrance fees (one-time, license-like), monthly service fees (recurring subscription), and level-of-care surcharges within Continuing Care Contracts. Underlying technology is limited to the RentCafe/Yardi resident portal for login and inquiry management plus standard third-party web tooling (Google reCAPTCHA, OneTrust consent, Google Maps, Walk Score), with no proprietary platform or disclosed data assets. The organization is governed by a parent-society board and currently led by CEO Mary Linde (appointed March 2021), CFO Jon Casey (appointed January 2023), and Executive Director of Resident Health Services Martha Nkhoma (joined January 2024). In early 2023 the Board approved a campus repositioning plan increasing care suites, underground parking, and community amenities, signaling the next phase of physical and clinical capacity expansion.

Name

Heritage on the Marina

Legal name

San Francisco Ladies' Protection and Relief Society

Website

https://heritageonthemarina.org

Company type

Private

Founded year

1853

Operating status

Operating

Headcount range

51–100 employees

Short description

Heritage on the Marina is a non-profit Life Plan Community in San Francisco's Marina district, serving just over 100 seniors across independent, assisted, and memory-support living via CCRC contracts with entrance fees and monthly service fees, owned by the San Francisco Ladies' Protection and Relief Society since 1853.

Ownership category

akta.pro rank

Product category

Senior Living / Continuing Care Retirement Community

NAICS

Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233), Continuing Care Retirement Communities (623311), Assisted Living Facilities for the Elderly (623312)

SIC

Services-Nursing & Personal Care Facilities (8050)

akta.pro primary industry

Assisted Living with Memory Care (Mixed Campus) (HLADABAB)

akta.pro secondary industries

Market-Rate Independent Living (Private Pay) Communities (HLADAAAA), Active Adult (55+) Independent Living Communities (HLADAAAD), Memory Care Units within Assisted Living Communities (HLADACAB)

Keywords

• Senior living services
• Continuing care community
• Assisted living facility
• Independent living community
• Memory care support

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Others, Marketing or Sales, Technology or R&D

Revenue model

1. Entrance Fee: One-time upfront payment required for residency, based on residence size. This fee entitles residents to residency and access to health care services. The Entrance Fee is amortized after a 90-day introductory period, less 2% each month up to 50 months.
2. Monthly Care/Service Fee: Recurring monthly payment covering meals, weekly housekeeping and linen service, utilities (except phone), wireless internet, maintenance, scheduled transportation to medical appointments, access to amenities, and health care services access for an additional fee. Fee increases annually in July linked to cost of living index and operating costs.
3. Life Plan Contract (Continuing Care): Residents purchase a service agreement providing guaranteed home and health care access. Under the Continuing Care Contract, monthly fees adjust based on the level of care needed (independent living, assisted living, or nursing care). Long-term care insurance may offset costs for higher levels of care.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Heritage on the Marina is a non-profit Life Plan Community (Continuing Care Retirement Community) that sells residency and care services to seniors across three levels: Independent/Residential Living, Assisted Living (with 24-hour nursing, medication and ADL assistance), and Memory Support for mild to moderate cognitive impairment. Residents pay a one-time Entrance Fee plus a recurring monthly Service Fee that adjusts to level of care, with several floor plan options (Studio, Deluxe Studio, 1 Bedroom, 2 Bedroom) housed in the historic Julia Morgan-designed 1925 building and additional Francisco Street/Octavia Street active-adult apartments in San Francisco's Marina district.

Product overview

Heritage on the Marina is a Life Plan Community (Continuing Care Retirement Community) offering multiple senior living and care levels. The portfolio consists of Independent Living (Residential Living), Assisted Living, and Memory Support as core care programs, plus additional active adult apartments on Francisco Street and Octavia Street. Residents can choose from various apartment floor plans including Studio, Deluxe Studio, 1 Bedroom, and 2 Bedroom units. The community is owned and operated by the San Francisco Ladies' Protection and Relief Society since 1853.

Differentiator

Problem solved

Functional benefit

Products and services

• Residential Living (Independent Living)

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

One partnership is on record.

• San Francisco Ladies' Protection and Relief SocietycoreOthersHeritage on the Marina is owned and operated by the San Francisco Ladies' Protection and Relief Society, a non-profit corporation and one of California's oldest philanthropic organizations, established in 1853. This parent organization provides governance, mission alignment, and operational oversight for the senior living community. The Society was originally founded 'to render Protection and Assistance to strangers, to sick and dependent Women and Children.'

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Regional players

• Pacifica Senior Living: California-based assisted living and memory care provider. Comparable service offerings in the same Pacific time zone market with similar resident populations.
• Aegis Living: West Coast-focused for-profit assisted living and memory care provider with multiple California communities. Comparable assisted living and memory care service model with similar resident demographic.

Broad incumbents

• Front Porch: Large California-based nonprofit operator of Life Plan Communities and affordable senior housing. Comparable CCRC operating model and Jon Casey (Heritage's CFO) previously served as VP Finance-Affordable Housing at Front Porch.
• Belmont Village Senior Living: Multi-state senior living operator with California communities offering independent living, assisted living, and memory care. Comparable product offering and HNW-targeted demographic.
• Atria Senior Living: Large national senior living operator with a San Francisco presence. Offers similar independent living, assisted living, and memory care product mix at scale.
• St. Paul's Senior Services: San Diego-based nonprofit senior living provider with multiple Life Plan Community campuses. Comparable nonprofit CCRC operating model with continuum of care offerings.
• Covia (Formerly Episcopal Senior Communities): California nonprofit senior living provider operating multiple Life Plan Communities across the Bay Area. Comparable faith-based nonprofit CCRC model with continuum of care offerings.

Direct peers

• Rhoda Goldman Plaza: San Francisco-based nonprofit senior living community serving a similar Jewish-affiliated but generally inclusive older adult population. Comparable scale, urban SF location, and nonprofit CCRC model.
• San Francisco Towers: San Francisco-based nonprofit Life Plan Community offering independent living, assisted living, and memory care. Competes directly with Heritage on the Marina in the same SF market for similar affluent senior residents.
• Webster House Senior Living: Palo Alto-based Life Plan Community operated by a nonprofit. Heritage's CFO Jon Casey served as CFO at Webster House, indicating direct operational and scale comparability.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/heritage_sf
• Facebookfacebook.com/Heritagesf
• LinkedInlinkedin.com/company/heritage-on-the-marina

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heritage on the Marina