Santa Clara Methodist Retirement Foundation, Inc.

California
Registered In
08/05/1965
Incorp. Date

Company Summary

Santa Clara Methodist Retirement Foundation, Inc. in Santa Clara, CA lists Priscilla J Haynes of Santa Clara, CA and Lisa M Flohr of Hollister, CA

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Ca - Public Benefit
Status
Active
Registration Type
Domestic
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People

Priscilla J Haynes Individual Agent
890 MAIN ST, SANTA CLARA, CA 95050
Priscilla J Haynes CEO
890 MAIN ST, SANTA CLARA, CA 95050
Lisa M Flohr Chief Financial Officer
155 KOCH DR, HOLLISTER, CA 95023
Diana Lovelady Secretary
2636 COLT DR, SAN JOSE, CA 95124
Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history

Map & Locations

890 MAIN ST, SANTA CLARA, CA 95050 (Mailing) View Map

Financials

Financial Information for Santa Clara Methodist Retirement Foundation, Inc.

Form 5500

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC.

890 Main Street, Santa Clara, Ca 95050 (408) 374-9511 EIN:94-2205588 Plan Admin:Lisa Flohr
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameSANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN Plan #001 Participants BOY/EOY37 / 26 Assets BOY/EOY$3,389,628 / $2,977,596 2022 SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN - Plan #001 37 / 26 $3,389,628 / $2,977,596
2021 Plan NameSANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN Plan #001 Participants BOY/EOY32 / 37 Assets BOY/EOY$3,026,764 / $3,389,628 2021 SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN - Plan #001 32 / 37 $3,026,764 / $3,389,628
2020 Plan NameSANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN Plan #001 Participants BOY/EOY31 / 32 Assets BOY/EOY$2,655,708 / $3,003,534 2020 SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN - Plan #001 31 / 32 $2,655,708 / $3,003,534
2019 Plan NameSANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN Plan #001 Participants BOY/EOY32 / 31 Assets BOY/EOY$2,298,708 / $2,655,708 2019 SANTA CLARA METHODIST RETIREMENT FOUNDATION INC. 403B PLAN - Plan #001 32 / 31 $2,298,708 / $2,655,708
Benefit & Retirement Plans based on Form 5500.
Form 990

SANTA CLARA METHODIST RETIREMENT FOUNDATION INC

1655 Winchester Blvd, Campbell, Ca 95008-1157 EIN:94-2205588 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Senior Citizens Housing & Retirement Communities
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2023 # of Emps33 Contributions$5,446,957 Revenue$7,012,376 Expenses$7,522,945 Assets EOY$36,263,030 Liabilities$20,186,429 2023 33 $5,446,957 $7,012,376 $7,522,945 $36,263,030 $20,186,429
2022 # of Emps29 Contributions$5,165,690 Revenue$6,648,408 Expenses$6,969,734 Assets EOY$46,168,194 Liabilities$29,422,278 2022 29 $5,165,690 $6,648,408 $6,969,734 $46,168,194 $29,422,278
2021 # of Emps31 Contributions$4,809,709 Revenue$6,625,297 Expenses$6,041,816 Assets EOY$39,983,720 Liabilities$22,286,792 2021 31 $4,809,709 $6,625,297 $6,041,816 $39,983,720 $22,286,792
2020 # of Emps30 Contributions$4,606,895 Revenue$6,403,870 Expenses$5,571,970 Assets EOY$37,829,071 Liabilities$21,731,788 2020 30 $4,606,895 $6,403,870 $5,571,970 $37,829,071 $21,731,788
2019 # of Emps35 Contributions$4,585,152 Revenue$6,687,090 Expenses$5,367,192 Assets EOY$15,460,013 Liabilities$276,166 2019 35 $4,585,152 $6,687,090 $5,367,192 $15,460,013 $276,166
2018 # of Emps35 Contributions$4,270,128 Revenue$6,826,030 Expenses$5,172,141 Assets EOY$14,593,096 Liabilities$728,346 2018 35 $4,270,128 $6,826,030 $5,172,141 $14,593,096 $728,346
Tax Returns based on Form 990 & 990N.

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • Internal Revenue Service
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