Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2010 • EIN 94-2205588

Jul 01, 2009 to Jun 30, 2010 • Filed on Feb 05, 2011

Organization ProfileWWW.SCMRF.ORG

View Organization Page

890 Main St95050
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.46x

Higher debt load relative to assets than 67% of similar nonprofits.

2010 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets67th percentile

Assets

$8,597,353

No earlier filing loaded for comparison.

Net Assets

$4,624,616

No earlier filing loaded for comparison.

Liabilities

$3,972,737

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$3,679,272

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2010

Assets$8,597,353
Liabilities$3,972,737
Net Assets$4,624,616
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2010

Revenue-
Expenses$3,679,272
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Feb 5, 2011
Return Version
2009v1.7
Gross Receipts
$5,841,659
Mission and Program Overview

Mission

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.

Filing and Contact Details

Filer

EIN
94-2205588
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE TAX RETURN FOR THE ORGANIZATION INCLUDES AMOUNTS FROM AN UNAUDITED FUND. FOR PART XI, LINE 8, THE TOTAL AMOUNT INCLUDES DONATION REVENUE OF $5,907, INTEREST AND DIVIDEND INCOME OF $47,564, AND REALIZED GAINS OF $42,972. LINE 8 ALSO INCLUDES MANAGEMENT FEE EXPENSES OF $14,568 AND OTHER EXPENSES OF $16,926. FOR PART XII, LINE 2D, THE TOTAL AMOUNT INCLUDES $90,535 OF INVESTMENT INCOME, DONATIONS OF $5,907, INVESTMENT MANAGEMENT FEES OF $14,568, and a reclassification of an interest subsidy of $85,014 as an offset to expense. FOR PART XIII, LINE 2D, THE TOTAL AMOUNT INCLUDES A RECLASSIFICATION OF AN INTEREST SUBSIDY OF $85,014 AND UNAUDITED FUND EXPENSES OF $16,926.
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IRS990ScheduleD/TotalBookValueOtherAssets02118033
IRS990ScheduleD/TotalExpenses03679272
IRS990ScheduleD/TotalExpensesPerForm99003679272
IRS990ScheduleD/TotalOfAmounts0343079
IRS990ScheduleD/TotalOfBookValueLandBuildings03938485
IRS990ScheduleD/TotalRevenue04083856
IRS990ScheduleD/TotalRevenuePerForm99004083856
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt03747360
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt04086996
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0The 12/21/09 Santa Clara Methodist Retirement Foundation, Inc. (SCMRF) bylaw revision included the establishment of an Audit Committee. The SCMRF Board of Directors passed a motion on 12/21/09 to accept this modification to the bylaws.
IRS990ScheduleO/GeneralExplanation/Explanation1The finance committee is tasked by the board of directors with the responsibility for reviewing the IRS form 990 in detail and for making a recommendation 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.
IRS990ScheduleO/GeneralExplanation/Explanation2Each 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.
IRS990ScheduleO/GeneralExplanation/Explanation3The 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 B, Line 15B: Not applicable.
IRS990ScheduleO/GeneralExplanation/Explanation4All policies, tax returns, and financial statements are available for public review upon request. Form 990 is also available for review on public website www.foundationcenter.org and www2.guidestar.org.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 4
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Section C, line 19
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,597,353
Liabilities
$3,972,737
Net assets
$4,624,616
Revenue
-
Expenses
$3,679,272
Net income
-
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