Santa Clara Methodist Retirement logo

Santa Clara Methodist Retirement

SANTA CLARA, CA EIN: 94-2205588 Website

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$36.9M

+1.7% YoY

Revenue

$7.1M

+1.5% YoY

Net Investment Income

$45K

-56.8% YoY

Expenses

$6.8M

-9.6% YoY

About Santa Clara Methodist Retirement

Based on IRS filings

Santa Clara Methodist Retirement is a nonprofit organization focused on Housing & Shelter, based in SANTA CLARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $36.9M in total assets. Net investment income was $45K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Santa Clara

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$36,872,594$36,263,030$46,168,194
Revenue$7,116,281$7,012,376$6,648,408
Expenses$6,798,530$7,522,945$6,969,734
Qualifying Distributions
Net Investment Income$44,953$104,173$-315,025
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$11K$15K0 grants20200 grants20211 grants20220 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PRISCILLA HAYNESEXECUTIVE DIRECTOR$253KLISA FLOHRDIRECTOR OF FINANCE$169KKATHY BETTSDIR. OF OPERATIONS$160KCHRISTINA PIEXOTOACCT. MGR.$118K

From 2024 filing

NameTitleHoursCompensation
PRISCILLA HAYNESEXECUTIVE DIRECTOR40$253,116
LISA FLOHRDIRECTOR OF FINANCE40$169,476
KATHY BETTSDIR. OF OPERATIONS40$160,012
CHRISTINA PIEXOTOACCT. MGR.40$117,789
WALTER JOE CAMPBELLPRESIDENT1
DAWN MACDONALDVICE PRESIDENT1
LYENA SOLOMONTREASURER1
DIANA LOVELADYSECRETARY1
RICHARD HATCHETTDIRECTOR1
ALENA SCHULTZDIRECTOR1
REV DR THEON JOHNSON IIIDIRECTOR1
REV DAVID SEUNG-HEUNG YANGDIRECTOR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Santa Clara Methodist Retirement?

Santa Clara Methodist Retirement is a nonprofit organization focused on Housing & Shelter, based in SANTA CLARA, CA. It holds $36.9M in total assets as of 2024.

How large is Santa Clara Methodist Retirement?

As of 2024, Santa Clara Methodist Retirement holds $36.9M in total assets with $7.1M in annual revenue.

Where does Santa Clara Methodist Retirement operate?

Santa Clara Methodist Retirement has awarded grants in California.

What is Santa Clara Methodist Retirement's EIN?

Santa Clara Methodist Retirement's EIN (Employer Identification Number) is 94-2205588. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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