SANTA CLARA METHODIST RETIREMENT FOUNDATION INC (EIN 942205588) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

PRISCILLA J HAYNES

Phone

4083749511

Tax Period

2024-07-01 to 2025-06-30

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC, founded in 1965, is a community nonprofit in the Housing & Shelter sector that reported $7.5M in total revenue in fiscal year 2024. Expenses of $7.0M left a modest 7% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,009,359

Program Service Revenue $1,462,524

Investment Income $53,294

Other Revenue $2,150

TOTAL REVENUE $7,527,327

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,706,863

Fundraising Expenses $9,862

Program Expenses $5,688,705

Other Expenses $5,297,196

TOTAL EXPENSES $7,004,059

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,527,327	$7,116,281	+0.1%
Expenses	$7,004,059	$6,798,530	+0.0%
Net Income	$523,268	$317,751	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$505,824

Total Directors

Key Employees

$174,634

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PRISCILLA HAYNES	EXECUTIVE DIRECTOR	40.00	Officer	$265,970	$43,945	$309,915
LISA FLOHR	DIRECTOR OF FINANCE	40.00	Officer	$176,861	$19,048	$195,909
KATHY BETTS	DIRECTOR OF OPERATIONS	40.00	Key Emp	$157,520	$17,114	$174,634
CHRISTINA PIEXOTO	ACCOUNTING MANAGER	40.00	Highest	$124,727	$21,821	$146,548
DAWN MACDONALD	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD HATCHETT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LYENA SOLOMON	TREASURER	1.00	Officer Director	$0	$0	$0
DIANA LOVELADY	SECRETARY	1.00	Officer Director	$0	$0	$0
ALENA SCHULTZ	DIRECTOR	1.00	Director	$0	$0	$0
REV DR THEON JOHNSON III	DIRECTOR	1.00	Director	$0	$0	$0
REV DAVID SEUNG-HEUNG YANG	DIRECTOR	1.00	Director	$0	$0	$0
WALTER JOE CAMPBELL	DIRECTOR (UNTIL 01/2025)	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$7,527,327	$7,004,059	$37,585,792	$523,268
2024	$7,116,281	$6,798,530	$36,872,594	$317,751
2023	$7,012,376	$7,522,945	$36,263,030	$-510,569
2022	$6,648,408	$6,969,734	$46,168,194	$-321,326
2021	$6,625,297	$6,041,816	$39,983,720	$583,481
2020	$6,403,870	$5,571,970	$37,829,071	$831,900
2019	$6,687,090	$5,367,192	$15,460,013	$1,319,898
2018	$6,826,030	$5,172,141	$14,593,096	$1,653,889

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC