Civic Intelligence

Santa Clara Methodist Retirement Foundation Inc.

990 • Fiscal year 2025 • EIN 94-2205588

Jul 01, 2024 to Jun 30, 2025 • Filed on Apr 14, 2026

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

81st percentile

0.55x

Higher debt load relative to assets than 81% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

2.75x

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

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

53rd percentile

7.0%

Higher net margin than 53% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

69th percentile

$309,915

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

35th percentile

1.9%

Faster asset growth than 35% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

47th percentile

5.8%

Faster revenue growth than 47% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$37,585,792

Up $713,198 (+1.9%) from 2024

Net Assets

Up

$16,917,620

Up $523,268 (+3.2%) from 2024

Liabilities

Up

$20,668,172

Up $189,930 (+0.9%) from 2024

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin53rd percentile

Revenue

Up

$7,527,327

Up $411,046 (+5.8%) from 2024

Expenses

Up

$7,004,059

Up $205,529 (+3.0%) from 2024

Net Income

Up

$523,268

Up $205,517 (+65%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth35th 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: $16,394,3522024Assets 2025: $37,585,792Liabilities 2025: $20,668,172Net Assets 2025: $16,917,6202025

Highlighted filing

2025

Assets$37,585,792
Liabilities$20,668,172
Net Assets$16,917,620
Open 2025 Filing

Operations Trend

Revenue Growth47th 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: $317,7512024Revenue 2025: $7,527,327Expenses 2025: $7,004,059Net Income 2025: $523,2682025

Highlighted filing

2025

Revenue$7,527,327
Expenses$7,004,059
Net Income$523,268
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 14, 2026
Return Version
2024v5.5
Gross Receipts
$7,527,327
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$31,186,668$30,555,530▼ $631,138
Cash and Non-Interest-Bearing Accounts$1,809,638$3,312,668▲ $1,503,030
Savings and Temporary Cash Investments$1,308,666$347,758▼ $960,908
Prepaid Expenses and Deferred Charges$32,439$34,084▲ $1,645
Accounts Receivable$1,581--
Total Assets$36,872,594$37,585,792▲ $713,198
Other Assets Total$2,533,602$3,335,752▲ $802,150
Liabilities
Mortgage Notes Payable Secured by Investment Property$20,063,758$19,802,221▼ $261,537
Accounts Payable and Accrued Expenses$335,524$398,987▲ $63,463
Deferred Revenue-$383,780-
Other Liabilities$78,960$83,184▲ $4,224
Total Liabilities$20,478,242$20,668,172▲ $189,930
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,394,352$16,917,620▲ $523,268
Total Net Assets Fund Balance$16,394,352$16,917,620▲ $523,268
Total Liabilities and Net Assets / Fund Balance$36,872,594$37,585,792▲ $713,198

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$16,258,344$12,075,636$28,333,980
Equipment$4,815,774$2,709,782$7,525,556
Land$7,035,355-$7,035,355
Other Land Buildings$2,446,057$1,499,261$3,945,318
Other Assets Org$297,510--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Priscilla HaynesExecutive DirectorFT$257,370$52,545$309,915
Lisa FlohrDirector of FinanceFT$164,901$31,008$195,909
Kathy BettsDirector of OperationsFT$148,420$26,214$174,634
Christina PiexotoAccounting ManagerFT$124,727$21,821$146,548

Board Members and Trustees

NameTitle
Dawn MacdonaldPresident
Richard HatchettVice President
Alena SchultzDirector
Rev David Seung-heung YangDirector
Rev Dr Theon Johnson IiiDirector
Walter Joe CampbellDirector (until 01/2025)
Diana LoveladySecretary
Lyena SolomonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Truadvantage Solutions LLCIt/voip/licenses/cyber Provider3031 TISCH WAY SUITE 110PW, San Jose, CA 95128$206,625
Revenue and Support

Revenue Composition

Contributions and Grants
$6,009,359
Program Service Revenue
$1,462,524
Investment Income
$53,294
Other Revenue
$2,150
All Other Contributions
$11,900
Change in Net Assets
$523,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,297,196
Salaries, Compensation, and Employee Benefits$1,706,863
Total Fundraising Expense$9,862
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$1,340,460$148,940-$1,489,400
Occupancy$913,139$101,460-$1,014,599
Interest$753,773$83,752-$837,525
Current Officers, Directors, Trustees, and Key Employees$70,579$635,211-$705,790
Other Salaries and Wages$535,317$59,480-$594,797
Insurance$428,426$47,603-$476,029
Fees for Services Other$410,468$45,608-$456,076
Office Expenses$187,369-$9,862$197,231
Other Employee Benefits$175,740--$175,740
Payroll Taxes$125,905$13,989-$139,894
Information Technology$122,126$13,570-$135,696
Pension Plan Contributions$90,642--$90,642
Fees for Services Accounting-$71,130-$71,130
Conferences and Meetings$44,083$4,898-$48,981
Other Expenses$17,550$1,950-$19,500
Fees for Services Legal-$18,155-$18,155
All Other Expenses$8,511$945-$9,456
Advertising$518$57-$575
Total Functional Expenses$5,688,705$1,305,492$9,862$7,004,059
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$83,184
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 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.”

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
2026-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Priscilla J Haynes
Formed
1965
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
31
Volunteers
12

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
2050 MAIN STREET SUITE 700, IRVINE, CA 92614
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 630 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/BOYAmt0335524
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0398987
IRS990/AccountsReceivableGrp/BOYAmt01581
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/ManagementAndGeneralAmt057
IRS990/AdvertisingGrp/ProgramServicesAmt0518
IRS990/AdvertisingGrp/TotalAmt0575
IRS990/AllOtherContributionsAmt011900
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0945
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08511
IRS990/AllOtherExpensesGrp/TotalAmt09456
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/BOYAmt01809638
IRS990/CashNonInterestBearingGrp/EOYAmt03312668
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0635211
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt070579
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0705790
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04898
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt044083
IRS990/ConferencesMeetingsGrp/TotalAmt048981
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0206625
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03031 TISCH WAY SUITE 110PW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN JOSE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd095128
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0TRUADVANTAGE SOLUTIONS LLC
IRS990/ContractorCompensationGrp/ServicesDesc0IT/VOIP/LICENSES/CYBER PROVIDER
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06009359
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt053294
IRS990/CYOtherExpensesAmt05297196
IRS990/CYOtherRevenueAmt02150
IRS990/CYProgramServiceRevenueAmt01462524
IRS990/CYRevenuesLessExpensesAmt0523268
IRS990/CYSalariesCompEmpBnftPaidAmt01706863
IRS990/CYTotalExpensesAmt07004059
IRS990/CYTotalFundraisingExpenseAmt09862
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07527327
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt0383780
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0148940
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01340460
IRS990/DepreciationDepletionGrp/TotalAmt01489400
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/ExpenseAmt05688705
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt071130
IRS990/FeesForServicesAccountingGrp/TotalAmt071130
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt018155
IRS990/FeesForServicesLegalGrp/TotalAmt018155
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt045608
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0410468
IRS990/FeesForServicesOtherGrp/TotalAmt0456076
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
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/HighestCompensatedEmployeeInd0X
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt043945
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt119048
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt217114
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt321821
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/PersonNm0PRISCILLA HAYNES
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA FLOHR
IRS990/Form990PartVIISectionAGrp/PersonNm2KATHY BETTS
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTINA PIEXOTO
IRS990/Form990PartVIISectionAGrp/PersonNm4DAWN MACDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD HATCHETT
IRS990/Form990PartVIISectionAGrp/PersonNm6LYENA SOLOMON
IRS990/Form990PartVIISectionAGrp/PersonNm7DIANA LOVELADY
IRS990/Form990PartVIISectionAGrp/PersonNm8ALENA SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm9REV DR THEON JOHNSON III
IRS990/Form990PartVIISectionAGrp/PersonNm10REV DAVID SEUNG-HEUNG YANG
IRS990/Form990PartVIISectionAGrp/PersonNm11WALTER JOE CAMPBELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0265970
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1176861
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2157520
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3124727
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/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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt3ACCOUNTING MANAGER
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 (UNTIL 01/2025)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01965
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt05997459
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07527327
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013570
IRS990/InformationTechnologyGrp/ProgramServicesAmt0122126
IRS990/InformationTechnologyGrp/TotalAmt0135696
IRS990/InsuranceGrp/ManagementAndGeneralAmt047603
IRS990/InsuranceGrp/ProgramServicesAmt0428426
IRS990/InsuranceGrp/TotalAmt0476029
IRS990/InterestGrp/ManagementAndGeneralAmt083752
IRS990/InterestGrp/ProgramServicesAmt0753773
IRS990/InterestGrp/TotalAmt0837525
IRS990/InvestmentIncomeGrp/ExclusionAmt053294
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053294
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016284679
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031186668
IRS990/LandBldgEquipBasisNetGrp/EOYAmt030555530
IRS990/LandBldgEquipCostOrOtherBssAmt046840209
IRS990/LegalDomicileStateCd0CA
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/BOYAmt020063758
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt019802221
IRS990/NetAssetsOrFundBalancesBOYAmt016394352
IRS990/NetAssetsOrFundBalancesEOYAmt016917620
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016394352
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016917620
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0101460
IRS990/OccupancyGrp/ProgramServicesAmt0913139
IRS990/OccupancyGrp/TotalAmt01014599
IRS990/OfficeExpensesGrp/FundraisingAmt09862
IRS990/OfficeExpensesGrp/ProgramServicesAmt0187369
IRS990/OfficeExpensesGrp/TotalAmt0197231
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02533602
IRS990/OtherAssetsTotalGrp/EOYAmt03335752
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0175740
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0175740
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1TENANT SERVICES
IRS990/OtherExpensesGrp/Desc2DISPOSAL OF FIXED ASSET
IRS990/OtherExpensesGrp/Desc3TAXES AND LICENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt033200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125544
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21950
IRS990/OtherExpensesGrp/ProgramServicesAmt0298801
IRS990/OtherExpensesGrp/ProgramServicesAmt1165298
IRS990/OtherExpensesGrp/ProgramServicesAmt217550
IRS990/OtherExpensesGrp/TotalAmt0332001
IRS990/OtherExpensesGrp/TotalAmt1165298
IRS990/OtherExpensesGrp/TotalAmt225544
IRS990/OtherExpensesGrp/TotalAmt319500
IRS990/OtherLiabilitiesGrp/BOYAmt078960
IRS990/OtherLiabilitiesGrp/EOYAmt083184
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt02150
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02150
IRS990/OtherRevenueTotalAmt02150
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt059480
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0535317
IRS990/OtherSalariesAndWagesGrp/TotalAmt0594797
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013989
IRS990/PayrollTaxesGrp/ProgramServicesAmt0125905
IRS990/PayrollTaxesGrp/TotalAmt0139894
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt090642
IRS990/PensionPlanContributionsGrp/TotalAmt090642
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032439
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034084
IRS990/PrincipalOfficerNm0PRISCILLA J HAYNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/Desc0LOW INCOME HOUSING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01462524
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01462524
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05694240
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt044953
IRS990/PYOtherExpensesAmt05133504
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01377088
IRS990/PYRevenuesLessExpensesAmt0317751
IRS990/PYSalariesCompEmpBnftPaidAmt01665026
IRS990/PYTotalExpensesAmt06798530
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07116281
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0523268
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01462524
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01308666
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0347758
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt09500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01300
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01530
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt012330
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REIMBURSEMENT - 2024 AMOUNT: $ 2,150.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06009359
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05694240
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05446957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05165690
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt04809709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt027125955
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt053294
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt041953
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt042152
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0213268
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0119043
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0469710
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01462524
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01377088
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01461246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01797743
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01633665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07732266
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt053294
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt041953
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt042152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0213268
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0119043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0469710
IRS990ScheduleA/InvestmentIncomeCYPct00.01330
IRS990ScheduleA/InvestmentIncomePYPct00.01580
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02150
IRS990ScheduleA/OtherIncome509Grp/TotalAmt02150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98630
IRS990ScheduleA/PublicSupportPY509Pct00.98410
IRS990ScheduleA/PublicSupportTotal509Amt034845891
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt09500
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01300
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01530
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt012330
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07471883
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07071328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt06908203
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt06963433
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt06443374
IRS990ScheduleA/Total509Grp/TotalAmt034858221
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07527327
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07113281
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06950355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07176701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt06562417
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt035330081
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt016258344
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012075636
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt028333980
IRS990ScheduleD/EquipmentGrp/BookValueAmt04815774
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02709782
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07525556
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt07035355
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07035355

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,585,792
Liabilities
$20,668,172
Net assets
$16,917,620
Revenue
$7,527,327
Expenses
$7,004,059
Net income
$523,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.6$20.7$16.9$7.53$7.00$0.52
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