Totals
- Total revenue
- $7,181,257
- Total expenses
- $7,011,863
- Contributions and grants received
- $4,905,710
- Grants paid
- $0
- Program service revenue
- $1,500,032
- Investment income
- $778,872
- Other revenue
- -$3,357
- Total assets, end of year
- $52,425,015
- Total liabilities, end of year
- $817,203
- Net assets or fund balances, end of year
- $51,607,812
- Program services expenses (Part IX)
- $5,133,547
- Management and general expenses
- $1,419,420
- Fundraising expenses
- $458,896
- Program service expenses (Part III)
- $5,133,547
Program services were 73.2% 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.
-
1c · Fundraising events
$153,780
-
1e · Government grants (contributions)
$2,309,023
-
1f · All other contributions, gifts and grants
$2,442,907
-
1g · Noncash contributions included above
$55,928
-
2a · Program service revenue: ADULT DAY HEALTHCARE FEES
total $971,972 · related or exempt $971,972
-
2b · Program service revenue: AVENIDAS VILLAGE
total $262,843 · related or exempt $262,843
-
2c · Program service revenue: PARTICIPANT AND HEALTH SERVICES
total $172,493 · related or exempt $172,493
-
2d · Program service revenue: OTHER PROGRAM SERVICES
total $92,724 · related or exempt $92,724
-
3 · Investment income
total $835,128 · excluded $835,128
-
6a · Gross rents
real property $3,355
-
6b · Less rental expenses
real property $152
-
6c · Rental income or loss
real property $3,203
-
6d · Net rental income or loss
total $3,203 · excluded $3,203
-
7a · Gross sales of assets other than inventory
securities $2,110,334
-
7b · Less cost or other basis and sales expenses
securities $2,166,590
-
7c · Gain or loss
securities -$56,256
-
7d · Net gain or loss
total -$56,256 · excluded -$56,256
-
8a · Fundraising events: gross income
$8,715
-
8a · Fundraising events: contributions included on line 1c
$153,780
-
8b · Fundraising events: direct expenses
$15,275
-
8c · Net income from fundraising events
total -$6,560 · excluded -$6,560
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $650,116 · program services $229,425 · management and general $341,298 · fundraising $79,393
-
7 · Other salaries and wages
total $3,011,865 · program services $2,403,071 · management and general $421,825 · fundraising $186,969
-
8 · Pension plan contributions
total $75,660 · program services $60,865 · management and general $8,761 · fundraising $6,034
-
9 · Other employee benefits
total $250,454 · program services $185,295 · management and general $43,786 · fundraising $21,373
-
10 · Payroll taxes
total $221,186 · program services $178,673 · management and general $29,053 · fundraising $13,460
-
11b · Fees: legal
total $835 · management and general $835
-
11c · Fees: accounting
total $40,450 · management and general $40,450
-
11f · Fees: investment management
total $58,197 · program services $42,451 · management and general $11,834 · fundraising $3,912
-
11g · Fees: other
total $500,345 · program services $243,575 · management and general $255,744 · fundraising $1,026
-
12 · Advertising and promotion
total $112,831 · program services $45,378 · management and general $47,425 · fundraising $20,028
-
13 · Office expenses
total $198,850 · program services $142,280 · management and general $26,636 · fundraising $29,934
-
14 · Information technology
total $219,863 · program services $164,344 · management and general $55,519
-
16 · Occupancy
total $298,824 · program services $276,530 · management and general $19,448 · fundraising $2,846
-
17 · Travel
total $19,045 · program services $16,335 · management and general $2,687 · fundraising $23
-
19 · Conferences, conventions and meetings
total $27,118 · program services $24,137 · management and general $2,981
-
22 · Depreciation, depletion and amortization
total $728,338 · program services $639,467 · management and general $66,644 · fundraising $22,227
-
23 · Insurance
total $163,547 · program services $133,663 · management and general $24,288 · fundraising $5,596
-
24a · Other expenses: TRANSPORTATION SERVICE
total $221,907 · program services $221,907
-
24b · Other expenses: NUTRITION EXPENSE
total $73,220 · program services $73,220
-
24c · Other expenses: OTHER FUNDRAISING EXP
total $64,917 · fundraising $64,917
-
24e · All other expenses
total $74,295 · program services $52,931 · management and general $20,206 · fundraising $1,158
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,392,479 · end of year $1,104,583
-
2 · Savings and temporary cash investments
beginning of year $806,543 · end of year $326,311
-
3 · Pledges and grants receivable
beginning of year $14,682
-
4 · Accounts receivable
beginning of year $565,847 · end of year $1,539,926
-
9 · Prepaid expenses and deferred charges
beginning of year $123,437 · end of year $72,561
-
10a · Land, buildings and equipment: cost or other basis
$23,429,088
-
10b · Land, buildings and equipment: accumulated depreciation
$4,696,237
-
10c · Land, buildings and equipment, net
beginning of year $19,283,670 · end of year $18,732,851
-
11 · Investments: publicly traded securities
beginning of year $24,652,986 · end of year $28,793,161
-
12 · Investments: other securities
beginning of year $1,850,971 · end of year $1,784,811
-
15 · Other assets
beginning of year $61,798 · end of year $70,811
-
17 · Accounts payable and accrued expenses
beginning of year $584,186 · end of year $640,592
-
19 · Deferred revenue
beginning of year $164,551 · end of year $176,611
-
27 · Net assets without donor restrictions
beginning of year $46,854,018 · end of year $48,700,834
-
28 · Net assets with donor restrictions
beginning of year $2,149,658 · end of year $2,906,978
Mission and programs · 2022
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.
Activities or mission (Part I)
AVENIDAS PROVIDES SUPPORT, INFORMATION, AND COMMUNITY TO ENRICH THE LIVES OF OLDER ADULTS.
-
AVENIDAS ROSE KLEINER CENTER: ADULT DAY HEALTH CARE PROVIDES TRANSPORTATION, NUTRITION, RECREATION, SOCIAL SERVICE, AND HEALTH SERVICES (INCLUDING NURSING CARE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, DIETARY AND SPEECH THERAPY) TO FRAIL SENIORS AND DEPENDENT ADULTS. THE AVENIDAS ROSE KLEINER CENTER HAD 9,941 DAYS OF SERVICE PROVIDED TO 98 UNDUPLICATED CLIENTS. WHILE OPEN FOR THE FULL YEAR, THERE WERE SEVERAL COVID RELATED CLOSURES, STAFFING CHALLENGES, AND TRANSPORTATION CHALLENGES.
Expenses $2,639,163 · Revenue $971,972
-
PARTICIPANT & HEALTH SERVICES: PROVIDES RECEPTION, REGISTRATION, MEMBERSHIP TO OLDER ADULTS, AND FACILITATES THE PROVISION OF EDUCATION, RECREATION, AND SOCIAL SERVICES. WE HAD 6,140 REGISTRATIONS WITH 59,090 INDIVIDUAL SERVICE ENCOUNTERS PROVIDED TO 1,431 LIFELONG LEARNING PARTICIPANTS AND 746 HEALTH AND WELLNESS PARTICIPANTS AND ACROSS THE AGENCY.
Expenses $728,043 · Revenue $172,493
-
AVENIDAS VILLAGE: PROVIDES SOCIAL, SUPPORTIVE, PRACTICAL, AND OTHER SERVICES TO OLDER ADULT MEMBERS IN SUPPORT OF MAINTAINING THEIR INDEPENDENCE IN THEIR OWN HOMES. THE VILLAGE SERVED 400 MEMBERS DURING FY23. VILLAGE EVENT ATTENDANCE TOTALED 5,162 FOR THE YEAR, WITH A MIX OF REMOTE AND OUTSIDE, SOCIALLY DISTANCED ACTIVITIES. MEMBERS HAVE LARGELY RETURNED TO IN-PERSON EVENTS.
Expenses $489,277 · Revenue $262,843
-
ADDITIONAL PROGRAMS INCLUDING SOCIAL WORK (1,148 CLIENTS), TRANSPORTATION INCLUDING DELIVERIES (746 CLIENTS), CHINESE COMMUNITY CENTER (4,006 REGISTRATIONS), SENIOR PLANET (5,597 ATTENDEES), VOLUNTEER SERVICES (PROVIDING 8,867 SERVICE HOURS BY 189 VOLUNTEERS), AND (335 HOURS) OF SERVICE TO LGBTQ SENIORS WERE ALL PROVIDED THIS YEAR. SERVICES CONTINUED IN FY23 WITH A MIXTURE OF REMOTE, HYBRID, AND PRE-REGISTERED IN-PERSON OFFERINGS TO MEET THE NEEDS OF OUR PARTICIPANTS.
Expenses $1,277,064 · Revenue $92,724
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Rick SternRICK STERN
CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
David GordonDAVID GORDON
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
John CouchJOHN COUCH
TREASURER
- Total calculated
- $0
- Hours/week
- 8
-
Barbara CarlitzBARBARA CARLITZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 8
-
Don BarrDON BARR
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Terry ClarkTERRY CLARK
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Michael CouchMICHAEL COUCH
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Chris DouvosCHRIS DOUVOS
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Bill FriedmanBILL FRIEDMAN
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Chuck KissnerCHUCK KISSNER
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Judy KleinbergJUDY KLEINBERG
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Julie LauJULIE LAU
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Hank MasseyHANK MASSEY
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Margo OgusMARGO OGUS
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Lars Osterberg MDLARS OSTERBERG MD
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Steve PlayerSTEVE PLAYER
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Mike RantzMIKE RANTZ
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Allean RichterALLEAN RICHTER
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Ellen TurbowELLEN TURBOW
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Amy YotopoulosAMY YOTOPOULOS
PRESIDENT/CEO
- Total calculated
- $239,575
- From this org
- $233,483
- From related orgs
- $0
- Other
- $6,092
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $233,483
- Bonus
- $0
- Other
- $0
- Deferred
- $5,567
- Nontaxable benefits
- $525
- Filer's total
- $239,575
-
Maureen BreenMAUREEN BREEN
CFO/VICE PRESIDENT, FINANCE & ADMIN
- Total calculated
- $184,654
- From this org
- $167,380
- From related orgs
- $0
- Other
- $17,274
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,380
- Bonus
- $0
- Other
- $0
- Deferred
- $5,159
- Nontaxable benefits
- $12,115
- Filer's total
- $184,654
-
Kristina LugoKRISTINA LUGO
VICE PRESIDENT, PROGRAMS
- Total calculated
- $169,407
- From this org
- $163,358
- From related orgs
- $0
- Other
- $6,049
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,358
- Bonus
- $0
- Other
- $0
- Deferred
- $4,901
- Nontaxable benefits
- $1,148
- Filer's total
- $169,407
-
Dwane S AndersonDWANE S ANDERSON
VICE PRESIDENT, FUND DEVELOPMENT
- Total calculated
- $160,383
- From this org
- $149,139
- From related orgs
- $0
- Other
- $11,244
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,139
- Bonus
- $0
- Other
- $0
- Deferred
- $2,561
- Nontaxable benefits
- $8,683
- Filer's total
- $160,383
-
John SinkJOHN SINK
VP, PROGRAMS
- Total calculated
- $153,501
- From this org
- $136,763
- From related orgs
- $0
- Other
- $16,738
- Hours/week
- 32
Schedule J breakdown matched by us
- Base
- $136,763
- Bonus
- $0
- Other
- $0
- Deferred
- $4,103
- Nontaxable benefits
- $12,635
- Filer's total
- $153,501
-
Kari MartelKARI MARTEL
VP, MARKETING & COMMUNICATIONS
- Total calculated
- $135,116
- From this org
- $121,248
- From related orgs
- $0
- Other
- $13,868
- Hours/week
- 40
-
Jennifer LuoJENNIFER LUO
CONTROLLER
- Total calculated
- $130,156
- From this org
- $115,254
- From related orgs
- $0
- Other
- $14,902
- Hours/week
- 40
-
Nancy KeeganNANCY KEEGAN
DIRECTOR, ARKC
- Total calculated
- $118,647
- From this org
- $107,993
- From related orgs
- $0
- Other
- $10,654
- Hours/week
- 40
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
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
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.
-
HOME EQUITY LOAN PROGRAM FOR SENIORS
501(C)(3) · REVERSE MORTGAGES · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440739349300029
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.