Santa Clara Methodist Retirement
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.
Santa Clara Methodist Retirement at a glance
- Total assets
- $37,585,792
- +1.9% vs 2024
- Revenue (2025)
- $7,527,327
- +5.8% vs 2024
- Net investment income (2025)
- $53,294
- +18.6% vs 2024
- Expenses (2025)
- $7,004,059
- +3.0% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Santa Clara Methodist Retirement funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2022 it made 1 grant totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heart of the Valley Services for Seniors Inc Santa Clara, CA | To Support Services for Senior Citizens. | $15,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $37,585,792 | $7,527,327 | $7,004,059 | — | — | $53,294 |
| 2024 | $36,872,594 | $7,116,281 | $6,798,530 | — | — | $44,953 |
| 2023 | $36,263,030 | $7,012,376 | $7,522,945 | — | — | $104,173 |
| 2022 | $46,168,194 | $6,648,408 | $6,969,734 | $15,000 | 1 | $-315,025 |
| 2021 | $39,983,720 | $6,625,297 | $6,041,816 | — | — | $181,923 |
| 2020 | $37,829,071 | $6,403,870 | $5,571,970 | — | — | $127,125 |
| 2019 | $15,460,013 | $6,687,090 | $5,367,192 | — | — | $173,191 |
About Santa Clara Methodist Retirement
Based on IRS filings
Santa Clara Methodist Retirement is a public charity focused on Housing & Shelter, based in Santa Clara, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $37.6M in total assets. Net investment income was $53K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Santa Clara Methodist Retirement is led by Priscilla J. Haynes, Executive Director on every filing since 2019; 4 of 12 officers listed in 2025 are compensated.
Officers on the 2025 filing
Priscilla J. Haynes
Executive Director
On filings since 2019
40 hrs/week
$159K (2019) → $266K (2025)
Dawn Macdonald
President
Director → Vice President, 2024
Vice President → President, 2025
On filings since 2022
1 hr/week
No compensation reported
Lisa Flohr
Director of Finance
On filings since 2020
40 hrs/week
$20K (2020) → $177K (2025)
Kathy Betts
Director of Operations
On filings since 2022
40 hrs/week
$150K (2022) → $158K (2025)
Walter Joe Campbell
Director
President → Director, 2025
On filings since 2021
1 hr/week
No compensation reported
Alena Schultz
Director
On filings since 2023
1 hr/week
No compensation reported
David Seung-Heung Yang
Director
On filings since 2024
1 hr/week
No compensation reported
Theon Johnson III
Director
On filings since 2024
1 hr/week
No compensation reported
Christina Piexoto
Accounting Manager
Management → Acct. Manager, 2022
Acct. Manager → Accounting Manager, 2025
On filings since 2020
40 hrs/week
$103K (2020) → $125K (2025)
Diana Lovelady
Secretary
On filings since 2019
1 hr/week
No compensation reported
Richard Hatchett
Vice President
Board of Director → Director, 2024
Director → Vice President, 2025
On filings since 2021
1 hr/week
No compensation reported
Lyena Solomon
Treasurer
Director → Treasurer, 2024
On filings since 2023
1 hr/week
No compensation reported
Former officers (20)
- Former: Christine Nguyen (2019–2023) — Facilities & It Director
- Former: Cynthia R. Rovnaghi (2019–2023) — Director
- Former: Ouk-Yean Kim Jueng (2019–2023) — Vice President
- Former: B. Christopher Sanders (2021–2023) — Director
- Former: Robert Bogdanoff (2021–2023) — Treasurer
- Former: Robert Hatchett (2022–2023) — Director
- Former: Dawn Mac Donald (2019–2021) — Board of Director
- Former: Kathleen A. Betts (2019–2021) — Management
- Former: Vathanak Heang (2019–2021) — Board of Director · Filing note: Through 6/2021
- Former: Donald Young (2020–2021) — Vice President · Filing note: Through 12/2020
- Former: John T. Albers (2020–2021) — Board of Director
- Former: Suzanne Bauer (2020–2021) — Board of Director · Filing note: Through 10/2020
- Former: Dave Parker (2019–2020) — Board of Director · Filing note: Through 819
- Former: Joe Sweeney (2019–2020) — Board of Director · Filing note: Through 620
- Former: Michael Cresap (2019–2020) — President · Filing note: Through 120
- Former: Roy Truitt (2019–2020) — Treasurer · Filing note: Through 520
- Former: Joe Campbell (2020) — President
- Former: Roxanne Sierra (2020) — Secretary · Filing note: Through 819
- Former: Joshua Sulaiman (2019) — Board of Director
- Former: Winthrop Marshall (2019) — Director of Finance
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $266K, to Priscilla Haynes (Executive Director). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Santa Clara Methodist Retirement
How large is Santa Clara Methodist Retirement?
Santa Clara Methodist Retirement reported $37.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $7.5M.
What is Santa Clara Methodist Retirement?
Santa Clara Methodist Retirement is a public charity focused on Housing & Shelter, based in Santa Clara, CA. It holds $37.6M in total assets as of 2025.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2025
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