Santa Clara Methodist Retirement Foundation Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 4,364,958 | 3,750,665 | 614,293 | 17.4 | 33% |
| 2012 | 4,322,344 | 3,778,493 | 543,851 | 18.5 | 34% |
| 2013 | 4,658,705 | 3,794,031 | 864,674 | 21.4 | 32% |
| 2014 | 4,989,039 | 3,859,111 | 1,129,928 | 25.1 | 32% |
| 2015 | 4,972,214 | 4,104,132 | 868,082 | 25.4 | 33% |
| 2016 | 5,698,011 | 4,517,756 | 1,180,255 | 25.8 | 32% |
| 2017 | 7,912,682 | 5,914,038 | 1,998,644 | 24.5 | 25% |
| 2018 | 6,826,030 | 5,172,141 | 1,653,889 | 32.2 | 33% |
| 2019 | 6,687,090 | 5,367,192 | 1,319,898 | 33.9 | 29% |
| 2020 | 6,403,870 | 5,571,970 | 831,900 | 34.7 | 29% |
| 2021 | 6,625,297 | 6,041,816 | 583,481 | 35.1 | 28% |
| 2022 | 6,648,408 | 6,969,734 | −321,326 | 28.8 | 16% |
| 2023 | 7,012,376 | 7,522,945 | −510,569 | 25.6 | 16% |
| 2024 | 7,116,281 | 6,798,530 | 317,751 | 28.9 | 19% |
In its most recent public year (2024), this organization brought in $317,751 more than it spent. Its reserves stood at about 28.9 months of spending, up from 17.4 in 2011. Staff pay was 19% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2024. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Santa Clara Methodist Retirement Foundation Inc's IRS filings as a feed — one entry per filing year, through 2024. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works