Civic Intelligence

Santa Clara Methodist Retirement

EIN 94-2205588 • 501(c)3 • Santa Clara, CA

View Organization Page

Profile

To provide innovative affordable housing and services to low income seniors in santa clara county so people in this community can live their entire lives with safety, dignity and respect.

890 Main StSanta Clara, CA 95050

www.scmrf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.56x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

2.88x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

50th percentile

4.5%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$260,487

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

36th percentile

1.7%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

1.5%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$36,872,594

Up $609,564 (+1.7%) from 2023

Liabilities

Up

$20,478,242

Up $291,813 (+1.4%) from 2023

Net Assets

Up

$16,394,352

Up $317,751 (+2.0%) from 2023

Operations
Liabilities / Revenue90th percentileNet Margin50th percentile

Revenue

Up

$7,116,281

Up $103,905 (+1.5%) from 2023

Expenses

Down

$6,798,530

Down $724,415 (-9.6%) from 2023

Net Income

Up

$317,751

Up $828,320 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $8,597,353Liabilities 2010: $3,972,737Net Assets 2010: $4,624,6162010Assets 2011: $8,985,853Liabilities 2011: $3,553,946Net Assets 2011: $5,431,9072011Assets 2012: $9,055,052Liabilities 2012: $3,227,865Net Assets 2012: $5,827,1872012Assets 2013: $9,229,387Liabilities 2013: $2,476,567Net Assets 2013: $6,752,8202013Assets 2014: $10,269,648Liabilities 2014: $2,195,913Net Assets 2014: $8,073,7352014Assets 2015: $10,568,680Liabilities 2015: $1,867,466Net Assets 2015: $8,701,2142015Assets 2016: $11,140,236Liabilities 2016: $1,424,954Net Assets 2016: $9,715,2822016Assets 2017: $13,310,658Liabilities 2017: $1,251,300Net Assets 2017: $12,059,3582017Assets 2018: $14,593,096Liabilities 2018: $728,346Net Assets 2018: $13,864,7502018Assets 2019: $15,460,013Liabilities 2019: $276,166Net Assets 2019: $15,183,8472019Assets 2020: $37,829,071Liabilities 2020: $21,731,788Net Assets 2020: $16,097,2832020Assets 2021: $39,983,720Liabilities 2021: $22,286,792Net Assets 2021: $17,696,9282021Assets 2022: $46,168,194Liabilities 2022: $29,422,278Net Assets 2022: $16,745,9162022Assets 2023: $36,263,030Liabilities 2023: $20,186,429Net Assets 2023: $16,076,6012023Assets 2024: $36,872,594Liabilities 2024: $20,478,242Net Assets 2024: $16,394,3522024

Highlighted filing

2024

Assets$36,872,594
Liabilities$20,478,242
Net Assets$16,394,352
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,679,2722010Revenue 2011: $4,364,958Expenses 2011: $3,750,665Net Income 2011: $614,2932011Revenue 2012: $4,322,344Expenses 2012: $3,778,493Net Income 2012: $543,8512012Expenses 2013: $3,794,0312013Revenue 2014: $4,989,039Expenses 2014: $3,859,111Net Income 2014: $1,129,9282014Revenue 2015: $4,972,214Expenses 2015: $4,104,132Net Income 2015: $868,0822015Revenue 2016: $5,698,011Expenses 2016: $4,517,756Net Income 2016: $1,180,2552016Revenue 2017: $7,912,682Expenses 2017: $5,914,038Net Income 2017: $1,998,6442017Revenue 2018: $6,826,030Expenses 2018: $5,172,141Net Income 2018: $1,653,8892018Revenue 2019: $6,687,090Expenses 2019: $5,367,192Net Income 2019: $1,319,8982019Revenue 2020: $6,403,870Expenses 2020: $5,571,970Net Income 2020: $831,9002020Revenue 2021: $6,625,297Expenses 2021: $6,041,816Net Income 2021: $583,4812021Revenue 2022: $6,648,408Expenses 2022: $6,969,734Net Income 2022: -$321,3262022Revenue 2023: $7,012,376Expenses 2023: $7,522,945Net Income 2023: -$510,5692023Revenue 2024: $7,116,281Expenses 2024: $6,798,530Net Income 2024: $317,7512024

Highlighted filing

2024

Revenue$7,116,281
Expenses$6,798,530
Net Income$317,751
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,872,594
Liabilities
$20,478,242
Net assets
$16,394,352
Revenue
$7,116,281
Expenses
$6,798,530
Net income
$317,751
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.9$20.5$16.4$7.12$6.80$0.32
2023Detailed filing. Detailed filing data is available for this year.$36.3$20.2$16.1$7.01$7.52$0.51
2022Detailed filing. Detailed filing data is available for this year.$46.2$29.4$16.7$6.65$6.97$0.32
2021Detailed filing. Detailed filing data is available for this year.$40.0$22.3$17.7$6.63$6.04$0.58
2020Detailed filing. Detailed filing data is available for this year.$37.8$21.7$16.1$6.40$5.57$0.83
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.28$15.2$6.69$5.37$1.32
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.73$13.9$6.83$5.17$1.65
2017Detailed filing. Detailed filing data is available for this year.$13.3$1.25$12.1$7.91$5.91$2.00
2016Detailed filing. Detailed filing data is available for this year.$11.1$1.42$9.72$5.70$4.52$1.18
2015Detailed filing. Detailed filing data is available for this year.$10.6$1.87$8.70$4.97$4.10$0.87
2014Detailed filing. Detailed filing data is available for this year.$10.3$2.20$8.07$4.99$3.86$1.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.23$2.48$6.75$3.79
2012Summary only. Only limited summary data is available for this year.$9.06$3.23$5.83$4.32$3.78$0.54
2011Summary only. Only limited summary data is available for this year.$8.99$3.55$5.43$4.36$3.75$0.61
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.60$3.97$4.62$3.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$7,116,281
Mission and Program Overview

Mission

To provide quality living for low income elderly and physically handicapped.

To provide innovative affordable housing and services to low income seniors in santa clara county so people in this community can live their entire lives with safety, dignity and respect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$29,619,354$31,186,668▲ $1,567,314
Cash and Non-Interest-Bearing Accounts$1,522,785$1,809,638▲ $286,853
Savings and Temporary Cash Investments$2,973,851$1,308,666▼ $1,665,185
Prepaid Expenses and Deferred Charges$30,534$32,439▲ $1,905
Accounts Receivable$65$1,581▲ $1,516
Total Assets$36,263,030$36,872,594▲ $609,564
Other Assets Total$2,116,441$2,533,602▲ $417,161
Liabilities
Mortgage Notes Payable Secured by Investment Property$19,690,367$20,063,758▲ $373,391
Accounts Payable and Accrued Expenses$422,250$335,524▼ $86,726
Other Liabilities$73,812$78,960▲ $5,148
Total Liabilities$20,186,429$20,478,242▲ $291,813
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,076,601$16,394,352▲ $317,751
Total Net Assets Fund Balance$16,076,601$16,394,352▲ $317,751
Total Liabilities and Net Assets / Fund Balance$36,263,030$36,872,594▲ $609,564

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,973,556$11,292,268$28,265,824
Equipment$5,156,456$2,237,848$7,394,304
Land$7,035,355-$7,035,355
Other Land Buildings$2,021,301$1,334,034$3,355,335
Other Assets Org$304,615--
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Priscilla HaynesExecutive DirectorFT$243,116$55,333$298,449
Lisa FlohrDirector of FinanceFT$159,476$46,311$205,787
Kathy BettsDirector of OperationsFT$155,012$22,517$177,529
Christina PiexotoAcct. Mgr.FT$117,789$21,556$139,345

Board Members and Trustees

NameTitle
Walter Joe CampbellPresident
Dawn MacdonaldVice President
Alena SchultzDirector
Rev David Seung-heung YangDirector
Rev Dr Theon Johnson IiiDirector
Richard HatchettDirector
Diana LoveladySecretary
Lyena SolomonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Truadvantage Solutions LLCIt/voip/licenses/cyber Provider19550 VALLCO PARKWAY SUITE 208, Cupertino, CA 95014$212,413
Revenue and Support

Revenue Composition

Contributions and Grants
$5,694,240
Program Service Revenue
$1,377,088
Investment Income
$44,953
Other Revenue
$0
All Other Contributions
$18,425
Change in Net Assets
$317,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,133,504
Salaries, Compensation, and Employee Benefits$1,665,026
Total Fundraising Expense$10,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,196,308$132,923-$1,329,231
Occupancy$890,335$98,926-$989,261
Interest$771,456$85,717-$857,173
Other Salaries and Wages$725,332$80,592-$805,924
Fees for Services Other$478,197$53,133-$531,330
Current Officers, Directors, Trustees, and Key Employees$48,222$433,999-$482,221
Insurance$407,144$45,238-$452,382
Office Expenses$200,101-$10,532$210,633
Other Employee Benefits$147,723--$147,723
Payroll Taxes$118,721$13,191-$131,912
Information Technology$107,810$11,979-$119,789
Pension Plan Contributions$97,246--$97,246
Fees for Services Accounting-$83,340-$83,340
Conferences and Meetings$38,677$4,298-$42,975
Other Expenses$12,667$1,407-$14,074
All Other Expenses-$3,292-$3,292
Advertising$2,704$300-$3,004
Fees for Services Legal-$326-$326
Total Functional Expenses$5,703,137$1,084,861$10,532$6,798,530
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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$78,960
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The finance committee is tasked by the board of directors with the responsibiility for reviewing the irs form 990 in detail and for making a reccomendation to the full board for approval of the form 990. A copy of the form 990 is available to all board members at the board meeting for review, prior to accepting the finance committee's recommendation. The form 990 is filed upon action by the board of directors approving the finance committee's recommendation.”

Form 990, Part VI, Section B, Line 12C

“Each board member, officer, committee member, and foundation member is required to immediately disclose the existence and circumstances of potential conflict of interest transaction in writing. The person involved must refrain from attempting to influence others and must physically excuse himself/herself from any discussions about the transaction. Futhermore, each board member, officer, committee member, and foundation member is required to acknowledge, not less than annually, that he or she has read and is in compliance with the conflict of interest policy. This form is available for public consideration.”

Form 990, Part VI, Section B, Line 15A

“The board administration and personnel committee reviews and recommends to the board, the executive compensation, based on performance, seniority, importance of position to the organization, and comparability data within industry standards. The executive is not present for or included in these discussions.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Santa Clara Methodist Retirement
EIN
94-2205588
Phone
4083749511
Address
890 MAIN ST, SANTA CLARA, CA 95050

Signing Officer

Name
Priscilla J Haynes
Title
Executive Director
Phone
4083749511
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla J Haynes
Formed
1965
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
35
Volunteers
8

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
18500 VON KARMAN AVE 10TH FLOOR, IRVINE, CA 92612
Preparer
Brian Yacker
Phone
9492222999
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization did not change its oversight process or selection process during the tax year.”

FORM 990, PART XII, LINE 3B:

“Santa clara methodist retirement foundation, inc. Does not undergo a single audit but wesley manor, llc and liberty tower, a project of santa clara methodist retirement foundation does.”

Financial Statement Notes

PART X, LINE 2:

“Santa clara methodist retirement foundation, inc. And its subsidiary have been granted tax exempt status under section 501(c)(3) by the internal revenue service (irs) and under section 23701d by the california franchise tax board. Accordingly, no provision has been made for such taxes in accompanying financial statements. Each year, management considers whether any material tax position the organization has taken is more likely than not to be sustained upon examination by the applicable taxing authority. Management believes that any positions the organization has taken are supported by substantial authority and, hence, do not need to be measured or disclosed in these financial statements.”

Raw XML AppendixShowing 400 of 626 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO PROVIDE INNOVATIVE AFFORDABLE HOUSING AND SERVICES TO LOW INCOME SENIORS IN SANTA CLARA COUNTY SO PEOPLE IN THIS COMMUNITY CAN LIVE THEIR ENTIRE LIVES WITH SAFETY, DIGNITY AND RESPECT.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIR. OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3ACCT. MGR.
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TENANT SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVES

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