AVENIDAS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AVENIDAS (EIN 94-1480548)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-14
- IRS object ID
- 202001969349305970
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T21:02:17-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941480548 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVENIDAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVEN | BusinessNameControlTxt |
| Phone | 6502895400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 BRYANT STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN BREEN | PersonNm |
| Person Title | CFO/VP, FINANCE AND ADMIN | PersonTitleTxt |
| Phone | 6502895400 | PhoneNum |
| Signature | 2020-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB YAU | PreparerPersonNm |
| PTIN | P01560332 | PTIN |
| Phone | 4157810793 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.201.128.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-08 | IPDt |
| IP Tm | 12:45:54 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FD9DDE82EC6D4B8065AB7615AF10F25757ED51F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-22 18:59:49Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY ANDONIAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 BRYANT STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,808,986 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AVENIDAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | AVENIDAS PROVIDES SUPPORT, INFORMATION, AND COMMUNITY TO ENRICH THE LIVES OF OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 375 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,749,232 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,201,372 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,460,718 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,596,437 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,542,012 | PYInvestmentIncomeAmt |
| CY Investment Income | $896,273 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,860 | PYOtherRevenueAmt |
| CY Other Revenue | -$8,294 | CYOtherRevenueAmt |
| PY Total Revenue | $8,749,102 | PYTotalRevenueAmt |
| CY Total Revenue | $6,685,788 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,443,482 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,646,686 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $698,493 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,208,979 | PYOtherExpensesAmt |
| CY Other Expenses | $2,460,893 | CYOtherExpensesAmt |
| PY Total Expenses | $5,652,461 | PYTotalExpensesAmt |
| CY Total Expenses | $6,107,579 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,096,641 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $578,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $50,873,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,152,869 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,508,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,925,982 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,365,051 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,226,887 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF AVENIDAS IS TO HELP OLDER ADULTS IN OUR COMMUNITY BE AS ACTIVE, ENGAGED AND HEALTHY AS POSSIBLE THROUGHOUT THEIR LIVES BY PROVIDING RELEVANT SERVICES AND PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,833,731 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,028,006 | RevenueAmt |
| Desc | AVENIDAS ROSE KLEINER CENTER: ADULT DAY HEALTH CARE PROVIDING TRANSPORTATION, NUTRITION, RECREATION AND HEALTH SERVICES (INCLUDING NURSING CARE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND SPEECH THERAPY) TO FRAIL SENIORS (12,106 DAYS OF SERVICE TO 100 CLIENTS).THE AMOUNT IN THE REVENUE SECTION DOES NOT INCLUDE GRANTS REVENUE REPORTED ON LINE 1 OF PART VIII ACCORDING TO THE INSTRUCTIONS OF THE FORM 990. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $502,963 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $216,708 | RevenueAmt |
| Desc | PARTICIPANT & HEALTH SERVICES: PROVIDES RECEPTION, REGISTRATION, MEMBERSHIP TO OLDER ADULTS, AND FACILITATES THE PROVISION OF EDUCATION, RECREATION, SOCIAL SVCS (39,009 REGISTRATIONS TO 4,787 PARTICIPANTS), AND HEALTH & WELLNESS SERVICES (6,200 SERVICE UNITS TO 795 CLIENTS).THE REVENUE AND EXPENSES SECTIONS DO NOT INCLUDE DONATED PROFESSIONAL SERVICES, WHICH WERE VALUED AT $2,262 FOR 47 HOURS OF DONATED HEALTH CARE AND TEACHING SERVICES.THE AMOUNT IN THE REVENUE SECTION DOES NOT INCLUDE GRANTS REVENUE REPORTED ON LINE 1 OF PART VIII ACCORDING TO THE INSTRUCTIONS OF THE FORM 990. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $243,779 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $242,713 | RevenueAmt |
| Desc | AVENIDAS VILLAGE: PROVIDING SOCIAL, SUPPORTIVE, PRACTICAL AND OTHER SERVICES TO OLDER ADULT MEMBERS IN SUPPORT OF MAINTAINING THEIR INDEPENDENCE IN THEIR OWN HOMES (310 MEMBERS).THE AMOUNT IN THE REVENUE SECTION DOES NOT INCLUDE GRANTS REVENUE REPORTED ON LINE 1 OF PART VIII ACCORDING TO THE INSTRUCTIONS OF THE FORM 990. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,994,525 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $109,010 | RevenueAmt |
| Desc | ADDITIONAL PROGRAMS INCLUDING SOCIAL WORK SERVICES, TRANSPORTATION SERVICES, HANDYMAN AND VOLUNTEER SERVICES (SERVING AN ADDITIONAL 1,438 PARTICIPANTS & CLIENTS). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,994,525 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $109,010 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,574,998 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAUREEN BREEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6502895400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 BRYANT STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BARBARA KRIMSKY BINDER | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HENRY MASSEY | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEXTER DAWES | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICK STERN | |||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LOREN BROWN | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEREMY BURNS | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA CEN | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL COUCH | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS DOUVOS | |||||||
| DIRECTOR AT LARGE (THRU NOV 2018) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM FRIEDMAN | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY HOFEN | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY KLEIN | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE LAU | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY MCGARAGHAN | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIANE NEUKERMANS | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARGO OGUS | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM PHILLIPS | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DR LINDA DARIKI SHORTLIFFE | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEROME B SPECTOR | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE RANTZ | |||||||
| DIRECTOR AT LARGE (STARTING JAN 2019) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY ANDONIAN | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $171,301 | $0 | $11,325 | ||
| MAUREEN BREEN | |||||||
| CFO/VP, FINANCE & ADMIN | 40.00 | Yes (X) | $147,863 | $0 | $5,816 | ||
| MARY HOHENSEE | |||||||
| VP, FUND DEVELOPMENT | 40.00 | $132,863 | $0 | $15,398 | Yes (X) | ||
| KARI MARTEL | |||||||
| VP, MARKETING & COMMUNICATIONS | 40.00 | $120,565 | $0 | $12,366 | Yes (X) | ||
| JOHN SINK | |||||||
| VP, PROGRAMS | 40.00 | $119,579 | $0 | $14,939 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $692,171 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,844 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VANCE BROWN INC | |||||
| 3197 PARK BLVD | PALO ALTO | CA | 94306 | CONSTRUCTION SERVICES | $9,482,198 |
| OLDER ADULTS TECHNOLOGY SERVICES | |||||
| 168 7TH STREET STE 3A | BROOKLYN | NY | 11215 | PROGRAM TECHNOLOGY | $202,333 |
| NOVATRANS LLC | |||||
| PO BOX 460 | MOUNTAIN VIEW | CA | 94042 | TRANSPORTATION SERVICES | $166,613 |
| XANTRION INC | |||||
| 651 THOMAS L BERKLEY WAY | OAKLAND | CA | 94612 | IT/SOFTWARE SERVICES | $102,099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $157,821 | FundraisingAmt |
| Government Grants | $894,795 | GovernmentGrantsAmt |
| All Other Contributions | $3,148,756 | AllOtherContributionsAmt |
| Noncash Contributions | $47,665 | NoncashContributionsAmt |
| Total Contributions | $4,201,372 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADULT DAY HEALTHCARE FEES | 624100 | $1,028,006 | $1,028,006 |
| AVENIDAS VILLAGE | 624100 | $242,713 | $242,713 |
| PARTICIPANT AND HEALTH SERVICES | 624100 | $216,708 | $216,708 |
| OTHER PROGRAM SERVICES | 624100 | $109,010 | $109,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,596,437 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $812,767 | TotalRevenueColumnAmt |
| Exclusion | $812,767 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,193,785 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,110,279 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,506 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,506 | TotalRevenueColumnAmt |
| Exclusion | $83,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,625 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $157,821 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,919 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,294 | TotalRevenueColumnAmt |
| Exclusion | -$8,294 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,685,788 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,596,437 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $887,979 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,176 | TotalAmt |
| Program Services | $92,688 | ProgramServicesAmt |
| Management And General | $185,378 | ManagementAndGeneralAmt |
| Fundraising | $101,110 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,776,003 | TotalAmt |
| Program Services | $2,275,086 | ProgramServicesAmt |
| Management And General | $187,919 | ManagementAndGeneralAmt |
| Fundraising | $312,998 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,097 | TotalAmt |
| Program Services | $60,390 | ProgramServicesAmt |
| Management And General | $2,161 | ManagementAndGeneralAmt |
| Fundraising | $8,546 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,960 | TotalAmt |
| Program Services | $173,496 | ProgramServicesAmt |
| Management And General | $16,105 | ManagementAndGeneralAmt |
| Fundraising | $29,359 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,450 | TotalAmt |
| Program Services | $164,411 | ProgramServicesAmt |
| Management And General | $13,799 | ManagementAndGeneralAmt |
| Fundraising | $23,240 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Management And General | $37,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,440 | TotalAmt |
| Program Services | $65,916 | ProgramServicesAmt |
| Management And General | $14,355 | ManagementAndGeneralAmt |
| Fundraising | $10,169 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,188 | TotalAmt |
| Program Services | $278,422 | ProgramServicesAmt |
| Management And General | $103,766 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,391 | TotalAmt |
| Program Services | $106,444 | ProgramServicesAmt |
| Management And General | $33,073 | ManagementAndGeneralAmt |
| Fundraising | $6,874 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,931 | TotalAmt |
| Program Services | $124,309 | ProgramServicesAmt |
| Management And General | $57,382 | ManagementAndGeneralAmt |
| Fundraising | $16,240 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,137 | TotalAmt |
| Program Services | $103,825 | ProgramServicesAmt |
| Management And General | $38,801 | ManagementAndGeneralAmt |
| Fundraising | $23,511 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,176 | TotalAmt |
| Program Services | $289,932 | ProgramServicesAmt |
| Management And General | $28,669 | ManagementAndGeneralAmt |
| Fundraising | $9,575 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,908 | TotalAmt |
| Program Services | $42,060 | ProgramServicesAmt |
| Management And General | $20,909 | ManagementAndGeneralAmt |
| Fundraising | $1,939 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,453 | TotalAmt |
| Program Services | $20,063 | ProgramServicesAmt |
| Management And General | $15,660 | ManagementAndGeneralAmt |
| Fundraising | $730 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,583 | TotalAmt |
| Fundraising | $34,583 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,245 | TotalAmt |
| Program Services | $290,371 | ProgramServicesAmt |
| Management And General | $21,666 | ManagementAndGeneralAmt |
| Fundraising | $8,208 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,597 | TotalAmt |
| Program Services | $99,868 | ProgramServicesAmt |
| Management And General | $25,526 | ManagementAndGeneralAmt |
| Fundraising | $7,203 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| TRANSPORTATION SERVICE | $243,719 | $243,719 | ||
| OTHER FUNDRAISING EXP. | $104,208 | $104,208 | ||
| NUTRITION SERVICE | $93,964 | $93,964 | ||
| BANK FEES | $34,613 | $24,814 | $9,799 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,340 | TotalAmt |
| Program Services | $25,220 | ProgramServicesAmt |
| Management And General | $22,120 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,107,579 | TotalAmt |
| Program Services | $4,574,998 | ProgramServicesAmt |
| Management And General | $834,088 | ManagementAndGeneralAmt |
| Fundraising | $698,493 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,283,319 | BOYAmt |
| EOY | $1,048,030 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,780,173 | BOYAmt |
| EOY | $642,537 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,953,633 | BOYAmt |
| EOY | $913,909 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,268 | BOYAmt |
| EOY | $481,458 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,528 | BOYAmt |
| EOY | $167,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,802,576 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,860,590 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,273,814 | BOYAmt |
| EOY | $20,941,986 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,977,631 | BOYAmt |
| EOY | $26,504,562 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,078,287 | BOYAmt |
| EOY | $453,307 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,873,653 | BOYAmt |
| EOY | $51,152,869 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,508,602 | BOYAmt |
| EOY | $1,525,982 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $400,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,508,602 | BOYAmt |
| EOY | $1,925,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,646,534 | BOYAmt |
| EOY | $47,701,644 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,020,818 | BOYAmt |
| EOY | $827,544 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,699 | BOYAmt |
| EOY | $697,699 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,365,051 | BOYAmt |
| EOY | $49,226,887 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,873,653 | BOYAmt |
| EOY | $51,152,869 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $578,209 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $283,627 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,998,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,630,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,278,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,749,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,201,372 | CurrentTaxYearAmt |
| Total | $28,858,809 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,998,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,630,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,278,548 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,749,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,201,372 | CurrentTaxYearAmt |
| Total | $28,858,809 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,689,772 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,169,037 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $575,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $836,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $632,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $930,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $812,767 | CurrentTaxYearAmt |
| Total | $3,788,013 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,895 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,625 | CurrentTaxYearAmt |
| Total | $39,191 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $32,686,013 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $7,416,404 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING REVENUE - 2014 AMOUNT: $ 11,195. 2015 AMOUNT: $ 6,895. 2016 AMOUNT: $ 10,776. 2017 AMOUNT: $ 5,700. 2018 AMOUNT: $ 4,625. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,110,471 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,069,988 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,073,279 | OtherExpendituresAmt |
| End Year Balance | $27,107,180 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,075,966 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,174,505 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,140,000 | OtherExpendituresAmt |
| End Year Balance | $27,110,471 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,653,634 | BeginningYearBalanceAmt |
| Contributions | $201,961 | ContributionsAmt |
| Investment Earnings Or Losses | $3,230,080 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,009,709 | OtherExpendituresAmt |
| End Year Balance | $26,075,966 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,838,324 | BeginningYearBalanceAmt |
| Contributions | $31,693 | ContributionsAmt |
| Investment Earnings Or Losses | -$232,261 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $984,122 | OtherExpendituresAmt |
| End Year Balance | $23,653,634 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,191,709 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $603,932 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $957,317 | OtherExpendituresAmt |
| End Year Balance | $24,838,324 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,471,405 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,379,070 | DepreciationAmt |
| Book Value | $20,092,335 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $708,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $410,200 | DepreciationAmt |
| Book Value | $298,245 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $622,726 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,320 | DepreciationAmt |
| Book Value | $551,406 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,941,986 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,928,064 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $283,628 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,169 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $319,797 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,608,267 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $90,440 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$12,919 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $77,521 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,685,788 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,066,227 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,169 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $12,919 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $49,088 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,017,139 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $90,440 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $90,440 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,107,579 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE BOARD DESIGNATED ENDOWMENT IS TO FUND OPERATIONS BY PROVIDING AN ANNUAL DISTRIBUTION OF BETWEEN 5.5% AND 3.5% OF THE IMMEDIATE PAST TWELVE QUARTER AVERAGE ROLLING VALUE OF THESE INVESTMENTS. THE EFFECTIVE DISTRIBUTION RATE WAS 4.3% FOR THE YEAR ENDING JUNE 30, 2019 AND 2018. |
| PART X, LINE 2: | AVENIDAS IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE STATE OF CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, AVENIDAS HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. AVENIDAS FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, TO ACCOUNT FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS CONCLUDED THAT AVENIDAS HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -12,919. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 12,919. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LIFETIMES OF ACHIEVEMENT | Event1Nm |
| Gross Receipts Event1 | $162,446 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $157,821 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,625 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,056 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,177 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,386 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $162,446 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $157,821 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,625 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,056 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,177 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,386 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,919 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,294 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMY ANDONIAN | ||||||||||||||
| PRESIDENT/CEO | $171,301 | $0 | $0 | $0 | $0 | $0 | $5,130 | $0 | $6,195 | $0 | $182,626 | $0 | $0 | $0 |
| MAUREEN BREEN | ||||||||||||||
| CFO/VP, FINANCE & ADMIN | $147,863 | $0 | $0 | $0 | $0 | $0 | $4,476 | $0 | $1,340 | $0 | $153,679 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANCE BROWN INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY MORE THAN 35% OWNED BY LOREN BROWN, DIRECTOR | RelationshipDescriptionTxt |
| Transaction | $8,249,054 | TransactionAmt |
| Transaction | CONSTRUCTION SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,665 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS COLUMN REPRESENTS THE NUMBER OF DONORS, NOT THE NUMBER OF ITEMS DONATED. |
| PART I, LINE 32B: | AVENIDAS WORKS WITH DONATE FOR CHARITY, A THIRD PARTY, TO FACILITATE VEHICLE DONATIONS. DONATE FOR CHARITY ARRANGES FREE PICKUP OF VEHICLES, MANAGE DMV REGISTRATION REQUIREMENTS, AUCTION, SALES, AND ISSUANCE OF ACKNOWLEDGMENT RECEIPTS TO DONORS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | THE VOLUNTEERS PROVIDE RIDES TO SENIORS, TUTORING FOR SCHOOL AGE CHILDREN, PC/MAC COMPUTER CLASSES AND ONE-ON-ONE TUTORING, PREVENTATIVE HEALTH SERVICES (SCREENINGS, BODY WORK, MEDITATION, BLOOD PRESSURE CHECKS), LANGUAGE, CURRENT AFFAIRS AND OTHER LIFELONG LEARNING COURSES, EXERCISE CLASSES AND GROUPS (I.E. WALKING AND BIKING GROUPS), SUPPORT TO STAFF AT OUR ADULT DAY HEALTH CENTER FOR PARTICIPANTS, AND FOR OVERALL AVENIDAS ADMINISTRATION IN THE FORM OF DATA ENTRY, MAILINGS AND OTHER PROJECTS. VOLUNTEERS IN THE VILLAGE HELP WITH OTHER VILLAGE MEMBERS BY SERVING AS MEDPALS (ACCOMPANYING TO DOCTOR APPOINTMENTS), DRIVING AND HELPING AROUND THE HOME. THEY ALSO SERVE ON VARIOUS COMMITTEES IN SUPPORT OF VILLAGE STAFF. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE BY-LAWS UPDATED BOARD AND COMMITTEE COMPOSITION AND FORMALIZED THE POSITION OF CFO. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED RESPONSIBILITY FOR REVIEW OF FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD; SUCH COMMITTEE DOES REVIEW THE RETURN BEFORE IT IS FILED. FORM 990 IS SENT TO ALL BOARD MEMBERS VIA EMAIL. QUESTIONS FROM THE BOARD OR COMMITTEE ARE RESPONDED TO VIA EMAIL OR IN MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST COMPLIANCE IS REVIEWED ANNUALLY AT A BOARD MEETING. BOARD MEMBERS AND EMPLOYEES WITH SUBSTANTIAL INFLUENCE OVER AVENIDAS ARE REQUIRED TO SIGN THE ORGANIZATION'S "CONFLICT OF INTEREST AND DISCLOSURE STATEMENT" ANNUALLY. ANY DISCLOSED EVENTS, TRANSACTIONS, ARRANGEMENTS OR OTHER SITUATIONS DEEMED TO BE POTENTIALLY A CONFLICT OF INTEREST ARE DISCUSSED WITH THE FULL BOARD AND VOTED ON AS NECESSARY. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: THE PRESIDENT & CEO DETERMINES A CONFLICT OF INTEREST WITH REGARD TO AN EMPLOYEE WITHOUT SUBSTANTIAL INFLUENCE OVER AVENIDAS; THE BOARD DETERMINES IF A CONFLICT OF INTEREST EXISTS WITH REGARD TO THE PRESIDENT & CEO OR AN EMPLOYEE WITH SUBSTANTIAL INFLUENCE OVER AVENIDAS; THE REMAINING BOARD MEMBERS DETERMINE IF A CONFLICT OF INTEREST EXISTS WITH REGARD TO A BOARD MEMBER. WITH REGARD TO AN EMPLOYEE WITHOUT SUBSTANTIAL INFLUENCE OVER AVENIDAS, THE PRESIDENT & CEO SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. WITH REGARD TO THE PRESIDENT & CEO, OR AN EMPLOYEE WITH SUBSTANTIAL INFLUENCE OVER AVENIDAS, THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF THERE IS A QUESTION AS TO WHETHER AN EMPLOYEE HAS SUBSTANTIAL INFLUENCE OVER AVENIDAS, THE PRESIDENT & CEO SHALL PRESENT THIS ISSUE TO THE BOARD OF DIRECTORS, AND THE BOARD SHALL RESOLVE THE MATTER. AFTER AN AFFILIATION DISCLOSURE BY A BOARD MEMBER, THE BOARD MEMBER SHALL LEAVE THE MEETING WHILE THE IMPLICATIONS OF THE AFFILIATION ARE CONSIDERED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE CEO AND CFO ANNUALLY. AS PART OF THESE REVIEWS, THE BOARD EXAMINES PUBLISHED MARKET DATA OF COMPARABLE NONPROFITS IN THE ORGANIZATION'S GEOGRAPHIC AREA. THE CEO REVIEWS THE CFO'S PERFORMANCE AND MAKES A RECOMMENDATION TO THE BOARD REGARDING ANY PROPOSED CHANGES TO THE CFO'S COMPENSATION. AFTER DISCUSSION, THE BOARD VOTES TO APPROVE THE FINAL SALARY ACTION FOR THE CFO. THE TWO MOST RECENT REVIEWS OF THE CFO'S COMPENSATION TOOK PLACE IN JULY 2018 AND SEPTEMBER 2019. AFTER SOLICITING INPUT FROM THE BOARD, THE BOARD CHAIR WRITES AND PRESENTS A REVIEW OF THE CEO'S PERFORMANCE AND MAKES A RECOMMENDATION TO THE BOARD REGARDING ANY PROPOSED CHANGES TO THE CEO'S COMPENSATION. AFTER DISCUSSION, THE BOARD VOTES TO APPROVE THE FINAL SALARY ACTION FOR THE CEO. THE TWO MOST RECENT REVIEWS OF THE CEO'S COMPENSATION TOOK PLACE IN SEPTEMBER 2018 AND SEPTEMBER 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
| FORM 990, PART VIII, LINE 1H: | IN MARCH 2014, AVENIDAS LAUNCHED A CAMPAIGN TO RAISE FUNDS FOR A PROJECT (CAPITAL PROJECT) INTENDED TO EXPAND AND RENOVATE THE HISTORIC BUILDING IN WHICH AVENIDAS IS HOUSED, WITH THE GOAL OF IMPROVING AND INCREASING THE SERVICES OFFERED. SINCE INCEPTION, THE CAPITAL PROJECT HAS RECEIVED THE FOLLOWING AS PUBLIC SUPPORT: SOURCES: CAMPAIGN-TO-DATE CASH CONTRIBUTIONS AND PLEDGE PAYMENTS RECEIVED $16,795,259 PLEDGES OUTSTANDING 922,028 LESS PLEDGE DISCOUNTS (49,269) TOTAL PUBLIC SUPPORT $17,668,018 THE BOARD HAS ALSO MADE THE FOLLOWING DESIGNATIONS IN SUPPORT OF THE CAPITAL PROJECT: SOURCES: CAMPAIGN-TO-DATE DESIGNATED INVESTMENT RESERVES $ 980,000 UNRESTRICTED BEQUESTS 1,023,400 BOARD DESIGNATED AMOUNTS AVAILABLE FOR CAPITAL PROJECT $ 2,003,400 THE CAPITAL PROJECT WAS COMPLETED IN 2019. SINCE INCEPTION, $19,908,296 WAS EXPENDED FOR THE CAPITAL PROJECT AS FOLLOWS: USES: CAMPAIGN-TO-DATE CONSTRUCTION FEES $14,044,688 ARCHITECTURAL AND DESIGN FEES 1,016,536 PROJECT MANAGEMENT AND FEES 2,971,833 FUNDRAISING EXPENSES 1,282,832 FURNITURE AND EQUIPMENT 592,407 TOTAL USES $19,908,296 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOME EQUITY LOAN PROGRAM FOR SENIORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 BRYANT STREET | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770004626 | EIN |
| Primary Activities | REVERSE MORTGAGES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12D, III-O | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |