Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2021 • EIN 94-2205588

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 08, 2021

Organization ProfileWWW.SCMRF.ORG

View Organization Page

890 Main StSanta Clara, CA 95050

(408) 374-9511

Siviq Scores

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

Liabilities / Assets

78th percentile

0.56x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

92nd percentile

3.36x

Higher debt load relative to revenue than 92% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

43rd percentile

8.8%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$261,433

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

37th percentile

5.7%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

35th percentile

3.5%

Faster revenue growth than 35% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$39,983,720

Up $2,154,649 (+5.7%) from 2020

Net Assets

Up

$17,696,928

Up $1,599,645 (+9.9%) from 2020

Liabilities

Up

$22,286,792

Up $555,004 (+2.6%) from 2020

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin43rd percentile

Revenue

Up

$6,625,297

Up $221,427 (+3.5%) from 2020

Expenses

Up

$6,041,816

Up $469,846 (+8.4%) from 2020

Net Income

Down

$583,481

Down $248,419 (-30%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2021

Assets$39,983,720
Liabilities$22,286,792
Net Assets$17,696,928
Open 2021 Filing

Operations Trend

Revenue Growth35th percentile

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

2021

Revenue$6,625,297
Expenses$6,041,816
Net Income$583,481
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$6,658,904
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,892,475$17,535,681▲ $7,643,206
Investments in Publicly Traded Securities$4,899,061$6,000,661▲ $1,101,600
Savings and Temporary Cash Investments$5,497,901$3,867,695▼ $1,630,206
Cash and Non-Interest-Bearing Accounts$938,929$603,691▼ $335,238
Prepaid Expenses and Deferred Charges$240,841$155,490▼ $85,351
Accounts Receivable$201$24,096▲ $23,895
Total Assets$37,829,071$39,983,720▲ $2,154,649
Other Assets Total$16,359,663$11,796,406▼ $4,563,257
Liabilities
Mortgage Notes Payable Secured by Investment Property$20,730,495$20,399,276▼ $331,219
Accounts Payable and Accrued Expenses$934,252$1,820,941▲ $886,689
Other Liabilities$67,041$66,575▼ $466
Total Liabilities$21,731,788$22,286,792▲ $555,004
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,097,283$17,696,928▲ $1,599,645
Total Net Assets Fund Balance$16,097,283$17,696,928▲ $1,599,645
Total Liabilities and Net Assets / Fund Balance$37,829,071$39,983,720▲ $2,154,649

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,352,606$1,011,661$13,364,267
Buildings$3,648,143$9,259,327$12,907,470
Equipment$1,095,282$1,716,645$2,811,927
Land$439,650-$439,650
Other Assets Org$10,604,426--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Priscilla J HaynesExecutive DirectorFT$207,008$54,425$261,433
Kathleen a BettsManagementFT$134,435$38,633$173,068
Lisa FlohrDirector of FinanceFT$138,837$27,191$166,028
Christine NguyenFac & It DirectorFT$115,983$36,171$152,154
Christina PiexotoManagementFT$114,107$19,579$133,686

Board Members and Trustees

NameTitle
Walter J CampbellPresident
Donald Young Through 1220Vice President
Cynthia R RovnaghiBoard of Director
Dawn Mac DonaldBoard of Director
Mr John T AlbersBoard of Director
Rev B Christopher SandersBoard of Director
Rev Ouk-yean Kim JuengBoard of Director
Rev Vathanak Heang Through 0621Board of Director
Richard HatchettBoard of Director
Suzanne Bauer Through 1020Board of Director
Diana LoveladySecretary
Robert BogdanoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,809,709
Program Service Revenue
$1,633,665
Investment Income
$181,923
Other Revenue
$0
All Other Contributions
$55,355
Change in Net Assets
$583,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,625,297
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,016,164
Total Revenue per Audited Statements
$7,641,461
Total Revenue per Form 990
$6,625,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,830,202
Salaries, Compensation, and Employee Benefits$2,196,614
Grants and Similar Amounts Paid$15,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$760,634$577,180-$1,337,814
Fees for Services Other$947,929$7,561-$955,490
Depreciation Depletion$539,309$59,923-$599,232
Occupancy$500,910$55,657-$556,567
Insurance$378,282$42,031-$420,313
Current Officers, Directors, Trustees, and Key Employees$215,817$163,765-$379,582
Office Expenses$261,879$29,098-$290,977
Other Employee Benefits$197,060$21,896-$218,956
Pension Plan Contributions$76,969$58,405-$135,374
Payroll Taxes$112,399$12,489-$124,888
Information Technology$58,114$44,098-$102,212
Fees for Services Legal-$67,450-$67,450
Fees for Service Investment Mgmnt Fees-$41,484-$41,484
Interest$15,835$1,742-$17,577
Grants to Domestic Orgs$15,000--$15,000
Other Expenses$6,047$11,537-$6,047
Advertising$1,023$776-$1,799
Fees for Services Management-$1,541-$1,541
Total Functional Expenses$4,845,183$1,196,633$0$6,041,816

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,041,816
Total Expenses per Audited Statements$6,041,816
Total Expenses per Form 990$6,041,816
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Heart of the Valley Services for Seniors IncSanta Clara, CA501(c)(3)To Support Services for Senior Citizens.$15,000
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$66,575
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
No
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 availabe to all board memebers 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 itnerest 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 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
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla J Haynes
Formed
1965
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
31
Volunteers
12

Preparer

Firm
Baker Tilly US Llp
Address
50 FREMONT STREET SUITE 4000, SAN FRANCISCO, CA 94105
Preparer
Joua Lo
Phone
4157812500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Translation services: program service expenses 9,965. Management and general expenses 7,561. Fundraising expenses 0. Total expenses 17,526. Social service coordinator: program service expenses 127,812. Management and general expenses 0. Fundraising expenses 0. Total expenses 127,812. Dietary purchased services: program service expenses 748,710. Management and general expenses 0. Fundraising expenses 0. Total expenses 748,710. Activities coordinator: program service expenses 61,442. Management and general expenses 0. Fundraising expenses 0. Total expenses 61,442.”

Financial Statement Notes

PART X, LINE 2:

“Santa clara methodist retirement foundation, inc. Has been granted tax exempt status under section 501(c)(3) by the internal revenue service (irs) and under section 23701(d) by the california franchise tax board. Accordingly, no provision has been made for such taxes in accompanying financial statement. 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 698 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0934252
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01820941
IRS990/AccountsReceivableGrp/BOYAmt0201
IRS990/AccountsReceivableGrp/EOYAmt024096
IRS990/ActivitiesConductedPrtshpInd00
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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0776
IRS990/AdvertisingGrp/ProgramServicesAmt01023
IRS990/AdvertisingGrp/TotalAmt01799
IRS990/AllOtherContributionsAmt055355
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LISA FLOHR DIRECTOR OF FINANCE
IRS990/BooksInCareOfDetail/PhoneNum04083749511
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01655 S WINCHESTER BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CAMPBELL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095008
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0938929
IRS990/CashNonInterestBearingGrp/EOYAmt0603691
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0163765
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0215817
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0379582
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04809709
IRS990/CYGrantsAndSimilarPaidAmt015000
IRS990/CYInvestmentIncomeAmt0181923
IRS990/CYOtherExpensesAmt03830202
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01633665
IRS990/CYRevenuesLessExpensesAmt0583481
IRS990/CYSalariesCompEmpBnftPaidAmt02196614
IRS990/CYTotalExpensesAmt06041816
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06625297
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt059923
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0539309
IRS990/DepreciationDepletionGrp/TotalAmt0599232
IRS990/Desc0PROVIDED 156 APARTMENTS FOR LOW INCOME ELDERLY AND PHYSICALLY, HANDICAPPED LOCATED IN CAMPBELL, CA AND PROVIDED 100 APARTMENTS FOR LOW INCOME ELDERLY LOCATED IN SANTA CLARA, CA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt031
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04845183
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt067450
IRS990/FeesForServicesLegalGrp/TotalAmt067450
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01541
IRS990/FeesForServicesManagementGrp/TotalAmt01541
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07561
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0947929
IRS990/FeesForServicesOtherGrp/TotalAmt0955490
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt041484
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041484
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1238825
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1316231
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1425103
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1525771
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1619579
IRS990/Form990PartVIISectionAGrp/PersonNm0WALTER J CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm1DONALD YOUNG THROUGH 1220
IRS990/Form990PartVIISectionAGrp/PersonNm2DIANA LOVELADY
IRS990/Form990PartVIISectionAGrp/PersonNm3MR JOHN T ALBERS
IRS990/Form990PartVIISectionAGrp/PersonNm4SUZANNE BAUER THROUGH 1020
IRS990/Form990PartVIISectionAGrp/PersonNm5REV VATHANAK HEANG THROUGH 0621
IRS990/Form990PartVIISectionAGrp/PersonNm6REV OUK-YEAN KIM JUENG
IRS990/Form990PartVIISectionAGrp/PersonNm7DAWN MAC DONALD
IRS990/Form990PartVIISectionAGrp/PersonNm8CYNTHIA R ROVNAGHI
IRS990/Form990PartVIISectionAGrp/PersonNm9REV B CHRISTOPHER SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD HATCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT BOGDANOFF
IRS990/Form990PartVIISectionAGrp/PersonNm12PRISCILLA J HAYNES
IRS990/Form990PartVIISectionAGrp/PersonNm13LISA FLOHR
IRS990/Form990PartVIISectionAGrp/PersonNm14KATHLEEN A BETTS
IRS990/Form990PartVIISectionAGrp/PersonNm15CHRISTINE NGUYEN
IRS990/Form990PartVIISectionAGrp/PersonNm16CHRISTINA PIEXOTO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12222608
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13149797
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14147965
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15126383
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16114107
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt14MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15FAC & IT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt062880
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt04754354
IRS990/GrantAmt015000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt015000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt015000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt096487
IRS990/GrossReceiptsAmt06658904
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt044098
IRS990/InformationTechnologyGrp/ProgramServicesAmt058114
IRS990/InformationTechnologyGrp/TotalAmt0102212
IRS990/InsuranceGrp/ManagementAndGeneralAmt042031
IRS990/InsuranceGrp/ProgramServicesAmt0378282
IRS990/InsuranceGrp/TotalAmt0420313
IRS990/InterestGrp/ManagementAndGeneralAmt01742
IRS990/InterestGrp/ProgramServicesAmt015835
IRS990/InterestGrp/TotalAmt017577
IRS990/InvestmentIncomeGrp/ExclusionAmt0119043
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0119043
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04899061
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06000661
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011987633
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09892475
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017535681
IRS990/LandBldgEquipCostOrOtherBssAmt029523314
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033607
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt020730495
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt020399276
IRS990/NetAssetsOrFundBalancesBOYAmt016097283
IRS990/NetAssetsOrFundBalancesEOYAmt017696928
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt062880
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062880
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01016164
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016097283
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017696928
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt055657
IRS990/OccupancyGrp/ProgramServicesAmt0500910
IRS990/OccupancyGrp/TotalAmt0556567
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt029098
IRS990/OfficeExpensesGrp/ProgramServicesAmt0261879
IRS990/OfficeExpensesGrp/TotalAmt0290977
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016359663
IRS990/OtherAssetsTotalGrp/EOYAmt011796406
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021896
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0197060
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0218956
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1LOSS ON EQUIPMENT DISPO
IRS990/OtherExpensesGrp/Desc2MISC EXPENSE
IRS990/OtherExpensesGrp/Desc3TEMPORARY EMPLOYEE EXPE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011537
IRS990/OtherExpensesGrp/ProgramServicesAmt0430478
IRS990/OtherExpensesGrp/ProgramServicesAmt1223667
IRS990/OtherExpensesGrp/ProgramServicesAmt2103831
IRS990/OtherExpensesGrp/ProgramServicesAmt36047
IRS990/OtherExpensesGrp/TotalAmt0430478
IRS990/OtherExpensesGrp/TotalAmt1223667
IRS990/OtherExpensesGrp/TotalAmt2115368
IRS990/OtherExpensesGrp/TotalAmt36047
IRS990/OtherLiabilitiesGrp/BOYAmt067041
IRS990/OtherLiabilitiesGrp/EOYAmt066575
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0577180
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0760634
IRS990/OtherSalariesAndWagesGrp/TotalAmt01337814
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012489
IRS990/PayrollTaxesGrp/ProgramServicesAmt0112399
IRS990/PayrollTaxesGrp/TotalAmt0124888
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt058405
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt076969
IRS990/PensionPlanContributionsGrp/TotalAmt0135374
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0240841
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0155490
IRS990/PrincipalOfficerNm0PRISCILLA J HAYNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01633665
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01633665
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04606895
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt010250
IRS990/PYInvestmentIncomeAmt0127125
IRS990/PYOtherExpensesAmt03450022
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01669850
IRS990/PYRevenuesLessExpensesAmt0831900
IRS990/PYSalariesCompEmpBnftPaidAmt02111698
IRS990/PYTotalExpensesAmt05571970
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06403870
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0583481
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01633665
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05497901
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03867695
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04809709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04606895
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04585152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04270128
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06162353
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt024434237
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0119043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0124068
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0223135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0182488
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0104449
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0753183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01633665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01669850
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01928747
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02439180
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01641353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09312795
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0119043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0124068
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0223135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0182488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0104449
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0753183
IRS990ScheduleA/InvestmentIncomeCYPct00.02180
IRS990ScheduleA/InvestmentIncomePYPct00.02300
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97820
IRS990ScheduleA/PublicSupportPY509Pct00.97700
IRS990ScheduleA/PublicSupportTotal509Amt033747032

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,983,720
Liabilities
$22,286,792
Net assets
$17,696,928
Revenue
$6,625,297
Expenses
$6,041,816
Net income
$583,481
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