2026-04-15T11:42:26-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 2050 MAIN STREET SUITE 700 IRVINE CA 92614 990 2024-07-01 942205588 SANTA CLARA METHODIST RETIREMENT FOUNDATION INC SANT 4083749511 890 MAIN ST SANTA CLARA CA 95050 PRISCILLA J HAYNES EXECUTIVE DIRECTOR 4083749511 2026-04-14 1 0 BRIAN YACKER P00401346 9492222999 2026-04-14 2024 2025-03-06 01:10:19Z PRISCILLA J HAYNES 890 MAIN ST SANTA CLARA CA 95050 7527327 0 X WWW.SCMRF.ORG X 1965 CA 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. 7 7 31 12 0 0 5694240 6009359 1377088 1462524 44953 53294 0 2150 7116281 7527327 0 0 0 0 1665026 1706863 0 0 9862 5133504 5297196 6798530 7004059 317751 523268 36872594 37585792 20478242 20668172 16394352 16917620 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. 0 0 5688705 1462524 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. 5688705 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X LISA FLOHR DIRECTOR OF FINANCE 4083749511 1655 S WINCHESTER BLVD CAMPBELL CA 95008 PRISCILLA HAYNES EXECUTIVE DIRECTOR 40.00 X 265970 0 43945 LISA FLOHR DIRECTOR OF FINANCE 40.00 X 176861 0 19048 KATHY BETTS DIRECTOR OF OPERATIONS 40.00 X 157520 0 17114 CHRISTINA PIEXOTO ACCOUNTING MANAGER 40.00 X 124727 0 21821 DAWN MACDONALD PRESIDENT 1.00 X X 0 0 0 RICHARD HATCHETT VICE PRESIDENT 1.00 X X 0 0 0 LYENA SOLOMON TREASURER 1.00 X X 0 0 0 DIANA LOVELADY SECRETARY 1.00 X X 0 0 0 ALENA SCHULTZ DIRECTOR 1.00 X 0 0 0 REV DR THEON JOHNSON III DIRECTOR 1.00 X 0 0 0 REV DAVID SEUNG-HEUNG YANG DIRECTOR 1.00 X 0 0 0 WALTER JOE CAMPBELL DIRECTOR (UNTIL 01/2025) 1.00 X 0 0 0 725078 0 101928 4 0 1 0 TRUADVANTAGE SOLUTIONS LLC 3031 TISCH WAY SUITE 110PW SAN JOSE CA 95128 IT/VOIP/LICENSES/CYBER PROVIDER 206625 1 5997459 11900 6009359 LOW INCOME HOUSING 531110 1462524 1462524 1462524 53294 53294 REIMBURSEMENT 900099 2150 2150 2150 7527327 1462524 0 55444 705790 70579 635211 594797 535317 59480 90642 90642 175740 175740 139894 125905 13989 18155 18155 71130 71130 456076 410468 45608 575 518 57 197231 187369 9862 135696 122126 13570 1014599 913139 101460 48981 44083 4898 837525 753773 83752 1489400 1340460 148940 476029 428426 47603 REPAIRS AND MAINTENANCE 332001 298801 33200 TENANT SERVICES 165298 165298 DISPOSAL OF FIXED ASSET 25544 25544 TAXES AND LICENSES 19500 17550 1950 9456 8511 945 7004059 5688705 1305492 9862 1809638 3312668 1308666 347758 1581 32439 34084 46840209 16284679 31186668 30555530 2533602 3335752 36872594 37585792 335524 398987 383780 20063758 19802221 78960 83184 20478242 20668172 X 16394352 16917620 16394352 16917620 36872594 37585792 523268 0 X X 0 1 X 1 1 1 X 4809709 5165690 5446957 5694240 6009359 27125955 1633665 1797743 1461246 1377088 1462524 7732266 6443374 6963433 6908203 7071328 7471883 34858221 1530 1300 9500 12330 0 1530 1300 9500 12330 34845891 119043 213268 42152 41953 53294 469710 119043 213268 42152 41953 53294 469710 2150 2150 6562417 7176701 6950355 7113281 7527327 35330081 0.98630 0.98410 0.01330 0.01580 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REIMBURSEMENT - 2024 AMOUNT: $ 2,150. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7035355 7035355 28333980 12075636 16258344 7525556 2709782 4815774 3945318 1499261 2446057 30555530 TENANT SECURITY DEPOSIT 83184 REPLACEMENT RESERVES 1123201 RESIDUAL RECEIPTS 1831857 MORTGAGE ESCROW DEPOSITS 297510 3335752 SECURITY DEPOSITS 83184 83184 X 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. X 1 0 X X 0 0 0 0 0 0 0 0 0 PRISCILLA HAYNES EXECUTIVE DIRECTOR 257370 0 5000 0 3600 0 26597 0 17348 0 309915 0 0 0 LISA FLOHR DIRECTOR OF FINANCE 164901 0 5000 0 6960 0 17686 0 1362 0 195909 0 0 0 KATHY BETTS DIRECTOR OF OPERATIONS 148420 0 2500 0 6600 0 15752 0 1362 0 174634 0 0 0 PART I, LINE 1A PRISCILLA J HAYNES IS PROVIDED HOUSING AS PER HER EMPLOYMENT CONTRACT. THE VALUE OF THE HOUSING IS REPORTED TO HER AS TAXABLE WAGES. 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. 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. WESLEY MANOR LLC 890 MAIN STREET SANTA CLARA CA 95050 833972282 TITLE HOLDING COMPANY DE 4897179 26301166 SANTA CLARA METHODIST RETIREMENT FOUNDATION GEORGE W CLEVELAND LLC 890 MAIN STREET SANTA CLARA CA 95050 TITLE HOLDING COMPANY CA 56227 8884222 SANTA CLARA METHODIST RETIREMENT FOUNDATION WESLEY MANOR INC 890 MAIN STREET SANTA CLARA CA 95050 371980731 SUPPORT SANTA CLARA METHODIST RETIREMENT FOUNDATION CA 501(C)(3) LINE 12A, I SANTA CLARA METHODIST RETIREMENT FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0