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Nonprofit · EIN 94-2205588

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC

Tax-exempt · CAMPBELL, CA 95008

Financials

$7.1M$6.8M2023$7.5M$7M2024
Revenue Expenses · by fiscal year end
Financials of SANTA CLARA METHODIST RETIREMENT FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,527,327$7,004,059$523,268$37,585,792$20,668,172$16,917,620
June 30, 2024990$7,116,281$6,798,530$317,751$36,872,594$20,478,242$16,394,352
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$6,009,359
of which government grants
$5,997,459
Program service revenue
$1,462,524
Investment income
$53,294
Other revenue
$2,150

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$705,790
Other salaries and wages
$594,797
Salaries, compensation and benefits (total)
$1,706,863
Professional fundraising fees
$0
Legal fees
$18,155
Accounting fees
$71,130
Occupancy
$1,014,599
Depreciation
$1,489,400
Program services (functional)
$5,688,705
Management and general (functional)
$1,305,492
Fundraising (functional)
$9,862

Balance sheet and other

Total assets, start of year
$36,872,594
Total assets, end of year
$37,585,792
Total liabilities, end of year
$20,668,172
Net assets, end of year
$16,917,620
Land, buildings and equipment
$30,555,530
Net assets without donor restrictions
$16,917,620
Gross receipts
$7,527,327
Employees
31
Volunteers
12
Year formed
1965
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
PRISCILLA HAYNESEXECUTIVE DIRECTOR
Officer
40$265,970$43,945
LISA FLOHRDIRECTOR OF FINANCE
Officer
40$176,861$19,048
KATHY BETTSDIRECTOR OF OPERATIONS
Key employee
40$157,520$17,114
CHRISTINA PIEXOTOACCOUNTING MANAGER
Highest-paid employee
40$124,727$21,821
DAWN MACDONALDPRESIDENT
Trustee or director, Officer
1$0$0
RICHARD HATCHETTVICE PRESIDENT
Trustee or director, Officer
1$0$0
LYENA SOLOMONTREASURER
Trustee or director, Officer
1$0$0
DIANA LOVELADYSECRETARY
Trustee or director, Officer
1$0$0
ALENA SCHULTZDIRECTOR
Trustee or director
1$0$0
REV DR THEON JOHNSON IIIDIRECTOR
Trustee or director
1$0$0
REV DAVID SEUNG-HEUNG YANGDIRECTOR
Trustee or director
1$0$0
WALTER JOE CAMPBELLDIRECTOR (UNTIL 01/2025)
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensationOther / benefits
PRISCILLA HAYNESEXECUTIVE DIRECTOR
Officer
40$253,116$45,333
LISA FLOHRDIRECTOR OF FINANCE
Officer
40$169,476$36,311
KATHY BETTSDIR. OF OPERATIONS
Highest-paid employee
40$160,012$17,517
CHRISTINA PIEXOTOACCT. MGR.
Highest-paid employee
40$117,789$21,556
WALTER JOE CAMPBELLPRESIDENT
Trustee or director, Officer
1$0$0
DAWN MACDONALDVICE PRESIDENT
Trustee or director, Officer
1$0$0
LYENA SOLOMONTREASURER
Trustee or director, Officer
1$0$0
DIANA LOVELADYSECRETARY
Trustee or director, Officer
1$0$0
RICHARD HATCHETTDIRECTOR
Trustee or director
1$0$0
ALENA SCHULTZDIRECTOR
Trustee or director
1$0$0
REV DR THEON JOHNSON IIIDIRECTOR
Trustee or director
1$0$0
REV DAVID SEUNG-HEUNG YANGDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
1655 WINCHESTER BLVD, CAMPBELL, CA 95008-1157
Principal officer (990 for 2024)
PRISCILLA J HAYNES, 890 MAIN ST, SANTA CLARA, CA 95050
Signed the 990
PRISCILLA J HAYNES, EXECUTIVE DIRECTOR
Phone
(408) 374-9511
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2205588 or by the name SANTA CLARA METHODIST RETIREMENT FOUNDATION INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $5,688,705 · revenue $1,462,524

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-2205588
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1973
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$37,585,792
Income (IRS master file)
$7,527,327

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,527,327$7,004,059$37,585,792XML
990June 2024$7,116,281$6,798,530$36,872,594XML
990June 2023$7,012,376$7,522,945$36,263,030IRS
990June 2022$6,648,408$6,969,734$46,168,194IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-2205588).

Questions about SANTA CLARA METHODIST RETIREMENT FOUNDATION INC

What is the EIN of SANTA CLARA METHODIST RETIREMENT FOUNDATION INC?
The employer identification number (EIN) of SANTA CLARA METHODIST RETIREMENT FOUNDATION INC is 94-2205588.
Is SANTA CLARA METHODIST RETIREMENT FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to SANTA CLARA METHODIST RETIREMENT FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SANTA CLARA METHODIST RETIREMENT FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SANTA CLARA METHODIST RETIREMENT FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SANTA CLARA METHODIST RETIREMENT FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SANTA CLARA METHODIST RETIREMENT FOUNDATION INC?
The 990 for the year ended June 30, 2025 names PRISCILLA J HAYNES.
Who are the officers and directors of SANTA CLARA METHODIST RETIREMENT FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 12 people; 4 received compensation from the organization, the highest $265,970 (PRISCILLA HAYNES, EXECUTIVE DIRECTOR).
How much revenue does SANTA CLARA METHODIST RETIREMENT FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,527,327, expenses of $7,004,059 and total assets of $37,585,792 at year end.

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