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Nonprofiteer
← VIAMONTE SENIOR LIVING 1 INC

Form 990 for tax year 2025

Filed by VIAMONTE SENIOR LIVING 1 INC.

Totals

Total revenue
$7,756,506
Total expenses
$6,896,473
Contributions and grants received
$50,768
Grants paid
$0
Program service revenue
$7,190,337
Investment income
$515,376
Other revenue
$25
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$5,645,977
Management and general expenses
$1,250,496
Fundraising expenses
$0
Program service expenses (Part III)
$5,645,977

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $50,768

  • 2a · Program service revenue: RESIDENT FEES

    total $4,885,742 · related or exempt $4,885,742

  • 2b · Program service revenue: AMORT OF ENTRANCE FEES

    total $1,939,467 · related or exempt $1,939,467

  • 2c · Program service revenue: SERVICE FEES

    total $365,128 · related or exempt $365,128

  • 3 · Investment income

    total $515,376 · excluded $515,376

  • 11a · Other revenue: OTHER INCOME

    total $25 · related or exempt $25

  • 11e · Other revenue, total

    $25

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $24,574 · management and general $24,574

  • 7 · Other salaries and wages

    total $1,415,611 · program services $1,283,416 · management and general $132,195

  • 9 · Other employee benefits

    total $337,964 · program services $294,155 · management and general $43,809

  • 10 · Payroll taxes

    total $109,081 · program services $96,781 · management and general $12,300

  • 11a · Fees: management

    total $51,661 · management and general $51,661

  • 11b · Fees: legal

    total $18,973 · management and general $18,973

  • 11c · Fees: accounting

    total $16,275 · management and general $16,275

  • 11g · Fees: other

    total $1,058,495 · program services $1,026,482 · management and general $32,013

  • 12 · Advertising and promotion

    total $3,860 · program services $3,860

  • 13 · Office expenses

    total $134,633 · program services $117,110 · management and general $17,523

  • 14 · Information technology

    total $104,403 · program services $7,200 · management and general $97,203

  • 16 · Occupancy

    total $401,330 · program services $380,880 · management and general $20,450

  • 17 · Travel

    total $5,206 · program services $2,495 · management and general $2,711

  • 19 · Conferences, conventions and meetings

    total $20,492 · program services $8,955 · management and general $11,537

  • 20 · Interest

    total $622,753 · program services $622,753

  • 22 · Depreciation, depletion and amortization

    total $1,125,273 · program services $1,125,273

  • 23 · Insurance

    total $106,497 · management and general $106,497

  • 24a · Other expenses: CORPORATE SERVICES

    total $555,095 · management and general $555,095

  • 24b · Other expenses: FOOD

    total $341,123 · program services $340,797 · management and general $326

  • 24c · Other expenses: REPAIR AND MAINTENANCE

    total $192,395 · program services $147,888 · management and general $44,507

  • 24d · Other expenses: MISCELLANEOUS

    total $130,995 · program services $92,012 · management and general $38,983

  • 24e · All other expenses

    total $119,784 · program services $95,920 · management and general $23,864

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,785,674 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $7,467,011 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $2,940,044 · end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,398 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $173,594,302 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,437,695 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $44,128,336 · end of year $0

  • 25 · Other liabilities

    beginning of year $169,473,059 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$2,242,661 · end of year $0

Mission and programs · 2025

Mission

SEE SCHEDULE O VIAMONTE SENIOR LIVING, INC.'S MISSION IS TO PROVIDE HOMES AND SERVICES TO SENIORS FOR HEALTHY AGING THROUGH IMPROVING THE QUALITY OF LIFE AND PROVIDING A RANGE OF SUPPORT, OR ASSISTIVE SERVICES, IN ADDITION TO THE LIFESTYLE-FOCUSED AMENITIES AND MUCH MORE FOR THE SENIORS.

Activities or mission (Part I)

VIAMONTE SENIOR LIVING 1, INC. ("VSL") PROVIDES ORGANIZATION STRUCTURE AND LEADERSHIP TO MEET THE NEEDS AND IMPROVE THE QUALITY OF LIFE OF OLDER PERSONS BY OFFERING HOUSING AND PROGRAMS.

  • VIAMONTE CONSISTS OF 174 INDEPENDENT LIVING UNITS, WITH AN ADDITIONAL 7 ASSISTED LIVING UNITS AND 10 MEMORY CARE UNITS. VIAMONTE PROVIDES ITS RESIDENTS WITH MEALS, HOUSEKEEPING, LAUNDRY, MAINTENANCE, AND TRANSPORTATION SERVICES, AS WELL AS SALON AND SPA SERVICES. RESIDENTS ARE ALSO ENCOURAGED TO PARTICIPATE IN VARIOUS ACTIVITIES PROVIDED BY VIAMONTE, INCLUDING SOCIAL, PHYSICAL AND CULTURAL ACTIVITIES, E.G., GAMES, YOGA, ETC.

    Expenses $5,645,977 · Revenue $7,190,362

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dianne J Spaulding

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Steven H Herman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • David Jamison

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Gordon Howie

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Holly Ito

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Marianne Lim

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Marilyn Suey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Nancy Hiroko Mayeda

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Patricia Lynn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Richard Corriea

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Cory Sanderson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Val Agostino

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Anthony Witte Eff 022025

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Sara McVey

    PRESIDENT AND CEO

    Total calculated
    $383,025
    From this org
    $0
    From related orgs
    $368,349
    Other
    $14,676
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,485 related
    Bonus
    $0 + $153,000 related
    Other
    $0 + $864 related
    Deferred
    $0 + $10,008 related
    Nontaxable benefits
    $0 + $4,668 related
    Filer's total
    $0 + $383,025 related

  • Martha Atwwod

    CHIEF PEOPLE OFFICER

    Total calculated
    $191,018
    From this org
    $0
    From related orgs
    $173,789
    Other
    $17,229
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $108,095 related
    Bonus
    $0 + $63,614 related
    Other
    $0 + $2,080 related
    Deferred
    $0 + $6,952 related
    Nontaxable benefits
    $0 + $10,277 related
    Filer's total
    $0 + $191,018 related

  • Charlie Shoemake

    CFO

    Total calculated
    $245,626
    From this org
    $0
    From related orgs
    $231,539
    Other
    $14,087
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,203 related
    Bonus
    $0 + $85,000 related
    Other
    $0 + $6,336 related
    Deferred
    $0 + $9,262 related
    Nontaxable benefits
    $0 + $4,825 related
    Filer's total
    $0 + $245,626 related

  • David Latina

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $156,059
    From this org
    $0
    From related orgs
    $140,175
    Other
    $15,884
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $108,095 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $2,080 related
    Deferred
    $0 + $5,607 related
    Nontaxable benefits
    $0 + $10,277 related
    Filer's total
    $0 + $156,059 related

  • Marc Shores

    VP OF OPERATIONS AND FINANCE

    Total calculated
    $163,827
    From this org
    $0
    From related orgs
    $154,392
    Other
    $9,435
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $104,492 related
    Bonus
    $0 + $48,000 related
    Other
    $0 + $1,900 related
    Deferred
    $0 + $4,767 related
    Nontaxable benefits
    $0 + $4,668 related
    Filer's total
    $0 + $163,827 related

  • Melody Allan

    EXECTIVE DIRECTOR

    Total calculated
    $128,053
    From this org
    $0
    From related orgs
    $113,246
    Other
    $14,807
    Hours/week
    6 + 34 related

  • Paula Rathgaber-Gomez

    VP SALES AND MARKETING

    Total calculated
    $133,403
    From this org
    $0
    From related orgs
    $128,091
    Other
    $5,312
    Hours/week
    6 + 34 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
VIAMONTE SENIOR LIVING 1, INC. DOES NOT COMPENSATE ANY DIRECTOR, OFFICER, OR EMPLOYEE. COMPENSATION IS PROVIDED BY A RELATED ORGANIZATION. IN DETERMINING THE COMPENSATION OF THE CEO, THE RELATED ORGANIZATION USES SEVERAL METHODS INCLUDING REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, INDEPENDENT CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WESTERN PARK APARTMENTS LP

    REAL ESTATE · CA

  • TOWN PARK TOWERS LP

    REAL ESTATE · CA

  • EASTERN PARK APARTMENTS LP

    REAL ESTATE · CA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SL SENIOR VENTURES LLC

    C · PROPERTY MGMT · CA

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2025
Filed
13 March 2026
IRS schema version
2025v4.0
Source object
202640739349300739

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