Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
990 • Fiscal year 2023 • EIN 94-2205588
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Liabilities / Revenue
90th percentile
Higher debt load relative to revenue than 90% of similar nonprofits.
Net Margin
22nd percentile
Higher net margin than 22% of similar nonprofits.
Top Officer Pay
51st percentile
Higher top officer pay than 51% of similar nonprofits.
Top officer pay equals 3.7% of source-year revenue.
Asset Growth
2nd percentile
Faster asset growth than 2% of similar nonprofits.
Revenue Growth
50th percentile
Faster revenue growth than 50% of similar nonprofits.
Assets
Down$36,263,030
Down $9,905,164 (-21%) from 2022
Net Assets
Down$16,076,601
Down $669,315 (-4.0%) from 2022
Liabilities
Down$20,186,429
Down $9,235,849 (-31%) from 2022
Revenue
Up$7,012,376
Up $363,968 (+5.5%) from 2022
Expenses
Up$7,522,945
Up $553,211 (+7.9%) from 2022
Net Income
Down-$510,569
Down $189,243 (-59%) from 2022
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $28,799,162 | $29,619,354 | ▲ $820,192 |
| Investments in Publicly Traded Securities | $5,153,657 | - | - |
| Savings and Temporary Cash Investments | $9,055,595 | $2,973,851 | ▼ $6,081,744 |
| Cash and Non-Interest-Bearing Accounts | $1,355,388 | $1,522,785 | ▲ $167,397 |
| Prepaid Expenses and Deferred Charges | $40,582 | $30,534 | ▼ $10,048 |
| Accounts Receivable | $2,415 | $65 | ▼ $2,350 |
| Total Assets | $46,168,194 | $36,263,030 | ▼ $9,905,164 |
| Other Assets Total | $1,761,395 | $2,116,441 | ▲ $355,046 |
| Liabilities | |||
| Mortgage Notes Payable Secured by Investment Property | $28,963,036 | $19,690,367 | ▼ $9,272,669 |
| Accounts Payable and Accrued Expenses | $385,816 | $422,250 | ▲ $36,434 |
| Other Liabilities | $73,426 | $73,812 | ▲ $386 |
| Total Liabilities | $29,422,278 | $20,186,429 | ▼ $9,235,849 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $16,745,916 | $16,076,601 | ▼ $669,315 |
| Total Net Assets Fund Balance | $16,745,916 | $16,076,601 | ▼ $669,315 |
| Total Liabilities and Net Assets / Fund Balance | $46,168,194 | $36,263,030 | ▼ $9,905,164 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $17,694,325 | $10,507,547 | $28,201,872 |
| Land | $7,035,355 | - | $7,035,355 |
| Other Land Buildings | $3,578,720 | $1,222,375 | $4,801,095 |
| Equipment | $1,310,954 | $1,948,591 | $3,259,545 |
| Other Assets Org | $285,571 | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Priscilla J Haynes | Executive Director | FT | $208,723 | $51,764 | $260,487 |
| Lisa Flohr | Director of Finance | FT | $124,451 | $42,989 | $167,440 |
| Kathy Betts | Director of Operations | FT | $144,100 | $21,407 | $165,507 |
| Christine Nguyen | Facilities & It Director | FT | $116,430 | $28,211 | $144,641 |
| Christina Piexoto | Acct. Manager | FT | $117,717 | $20,270 | $137,987 |
| Name | Title |
|---|---|
| Walter Joe Campbell | President |
| Rev Ouk-yean Kim Jueng | Vice President |
| Alena Schultz | Director |
| Cynthia Rovnaghi | Director |
| Dawn Macdonald | Director |
| Lyena Solomon | Director |
| Rev B Christopher Sanders | Director |
| Robert Hatchett | Director |
| Diana Lovelady | Secretary |
| Robert Bogdanoff | Treasurer (until 9/30/22) |
| Line Item | Amount |
|---|---|
| Other Expenses | $5,896,445 |
| Salaries, Compensation, and Employee Benefits | $1,621,500 |
| Grants and Similar Amounts Paid | $5,000 |
| Total Fundraising Expense | $2,524 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Depreciation Depletion | $1,306,517 | $145,169 | - | $1,451,686 |
| Interest | $1,029,729 | $114,414 | - | $1,144,143 |
| Occupancy | $823,817 | $91,535 | - | $915,352 |
| Other Salaries and Wages | $703,432 | $78,159 | - | $781,591 |
| Fees for Services Other | $580,929 | $64,547 | - | $645,476 |
| Current Officers, Directors, Trustees, and Key Employees | $45,473 | $409,250 | - | $454,723 |
| Insurance | $386,825 | $42,981 | - | $429,806 |
| Office Expenses | $310,197 | - | - | $310,197 |
| Other Employee Benefits | $154,015 | - | - | $154,015 |
| Information Technology | $123,945 | $13,772 | - | $137,717 |
| Payroll Taxes | $116,257 | $12,917 | - | $129,174 |
| Pension Plan Contributions | $101,997 | - | - | $101,997 |
| Fees for Services Accounting | - | $61,100 | - | $61,100 |
| Conferences and Meetings | $29,214 | $3,245 | - | $32,459 |
| All Other Expenses | $4,111 | $4,892 | $2,524 | $11,527 |
| Other Expenses | $9,578 | $1,065 | - | $10,643 |
| Grants to Domestic Orgs | $5,000 | - | - | $5,000 |
| Fees for Services Legal | - | $4,132 | - | $4,132 |
| Advertising | $902 | $100 | - | $1,002 |
| Fees for Service Investment Mgmnt Fees | - | $182 | - | $182 |
| Total Functional Expenses | $6,430,749 | $1,089,672 | $2,524 | $7,522,945 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Security Deposits | $73,812 |
“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.”
“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.”
“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.”
“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”
“The organization did not change its oversight process or selection process during the tax year.”
“Santa clara methodist retirement foundation, inc. Does not undergo a single audit but the single member llc does.”
“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.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 385816 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 422250 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2415 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 65 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 100 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 902 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 1002 |
| IRS990/AllOtherContributionsAmt | 0 | 8300 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 2524 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 4892 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 4111 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 11527 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | LISA FLOHR DIRECTOR OF FINANCE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4083749511 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1655 S WINCHESTER BLVD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CAMPBELL |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95008 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1355388 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1522785 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 409250 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 45473 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 454723 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 3245 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 29214 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 32459 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 5446957 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 5000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 104173 |
| IRS990/CYOtherExpensesAmt | 0 | 5896445 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1461246 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -510569 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1621500 |
| IRS990/CYTotalExpensesAmt | 0 | 7522945 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 2524 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7012376 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 145169 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 1306517 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1451686 |
| IRS990/Desc | 0 | PROVIDED 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/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 1 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 33 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 6430749 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditPerformedInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 1 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 61100 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 61100 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 4132 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 4132 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 64547 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 580929 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 645476 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 182 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 182 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 41764 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 32989 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 16407 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 28211 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 20270 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | PRISCILLA J HAYNES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | LISA FLOHR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | KATHY BETTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | CHRISTINE NGUYEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHRISTINA PIEXOTO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | WALTER JOE CAMPBELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | REV OUK-YEAN KIM JUENG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | DIANA LOVELADY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ROBERT BOGDANOFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | ROBERT HATCHETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | DAWN MACDONALD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | CYNTHIA ROVNAGHI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | REV B CHRISTOPHER SANDERS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | ALENA SCHULTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | LYENA SOLOMON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 218723 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 134451 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 149100 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 116430 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 117717 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | DIRECTOR OF FINANCE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | DIRECTOR OF OPERATIONS |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | FACILITIES & IT DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | ACCT. MANAGER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TREASURER (UNTIL 9/30/22) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1965 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 62021 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GovernmentGrantsAmt | 0 | 5438657 |
| IRS990/GrantAmt | 0 | 5000 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 5000 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 5000 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 5098902 |
| IRS990/GrossReceiptsAmt | 0 | 12049257 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 9 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 13772 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 123945 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 137717 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 42981 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 386825 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 429806 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 114414 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 1029729 |
| IRS990/InterestGrp/TotalAmt | 0 | 1144143 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 42152 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 42152 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5153657 |
| IRS990/IRPDocumentCnt | 0 | 23 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 13678513 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 28799162 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 29619354 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 43297867 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 5036881 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 28963036 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 19690367 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 16745916 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 16076601 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 62021 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 62021 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -158746 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 16745916 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 16076601 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 91535 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 823817 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 915352 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 310197 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 310197 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 1761395 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 2116441 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 154015 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 154015 |
| IRS990/OtherExpensesGrp/Desc | 0 | REPAIRS AND MAINTENANCE |
| IRS990/OtherExpensesGrp/Desc | 1 | TENANT SERVICES |
| IRS990/OtherExpensesGrp/Desc | 2 | TAXES AND LICENSES |
| IRS990/OtherExpensesGrp/Desc | 3 | DUES AND SUBSCRIPTIONS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 40363 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1849 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 1065 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 363262 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 318905 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 16644 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 9578 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 403625 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 318905 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 18493 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 10643 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 73426 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 73812 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 78159 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 703432 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 781591 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 12917 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 116257 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 129174 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 101997 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 101997 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 40582 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 30534 |
| IRS990/PrincipalOfficerNm | 0 | PRISCILLA J HAYNES |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 531110 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | LOW INCOME HOUSING |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1461246 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1461246 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 5165690 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 15000 |
| IRS990/PYInvestmentIncomeAmt | 0 | -315025 |
| IRS990/PYOtherExpensesAmt | 0 | 5443905 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1797743 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -321326 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1510829 |
| IRS990/PYTotalExpensesAmt | 0 | 6969734 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 6648408 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -510569 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 1 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 1461246 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 9055595 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 2973851 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt | 0 | 1300 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt | 0 | 1530 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 2830 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 5446957 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 5165690 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4809709 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4606895 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4585152 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 24614403 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 42152 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 213268 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 119043 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 124068 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 223135 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 721666 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 1461246 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 1797743 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 1633665 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1669850 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1928747 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 8491251 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 42152 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 213268 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 119043 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 124068 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 223135 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 721666 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.02130 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.02550 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.97860 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.97440 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 33102824 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 1300 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 1530 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 2830 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 6908203 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 6963433 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 6443374 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6276745 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 6513899 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 33105654 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 6950355 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 7176701 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 6562417 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 6400813 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 6737034 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 33827320 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.