Totals
- Total revenue
- $397,655
- Total expenses
- $281,191
- Contributions and grants received
- $200,516
- Grants paid
- $0
- Program service revenue
- $138,047
- Investment income
- $55,707
- Other revenue
- $3,385
- Total assets, end of year
- $1,269,166
- Total liabilities, end of year
- $2,799
- Net assets or fund balances, end of year
- $1,266,367
- Program services expenses (Part IX)
- $156,837
- Management and general expenses
- $69,675
- Fundraising expenses
- $54,679
- Program service expenses (Part III)
- $156,837
Program services were 55.8% 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
$9,870
-
1f · All other contributions, gifts and grants
$190,646
-
2a · Program service revenue: MEMBERSHIP DUES
total $138,047 · related or exempt $138,047
-
3 · Investment income
total $55,707 · excluded $55,707
-
8a · Fundraising events: gross income
$9,215
-
8a · Fundraising events: contributions included on line 1c
$9,870
-
8b · Fundraising events: direct expenses
$5,830
-
8c · Net income from fundraising events
total $3,385 · excluded $3,385
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $88,842 · program services $44,421 · management and general $26,653 · fundraising $17,768
-
7 · Other salaries and wages
total $94,411 · program services $47,206 · management and general $28,323 · fundraising $18,882
-
10 · Payroll taxes
total $14,948 · program services $7,474 · management and general $4,484 · fundraising $2,990
-
11c · Fees: accounting
total $8,019 · management and general $8,019
-
11g · Fees: other
total $7,700 · fundraising $7,700
-
12 · Advertising and promotion
total $75 · fundraising $75
-
13 · Office expenses
total $2,777 · program services $2,500 · management and general $208 · fundraising $69
-
14 · Information technology
total $9,181 · program services $8,262 · management and general $689 · fundraising $230
-
16 · Occupancy
total $2,000 · program services $1,800 · management and general $150 · fundraising $50
-
23 · Insurance
total $3,518 · program services $3,166 · management and general $264 · fundraising $88
-
24a · Other expenses: PROGRAM COSTS
total $39,821 · program services $39,821
-
24b · Other expenses: FUNDRAISING
total $6,260 · fundraising $6,260
-
24c · Other expenses: DEVELOPMENT
total $2,719 · program services $1,359 · management and general $816 · fundraising $544
-
24d · Other expenses: MEMBERSHIP DUES
total $920 · program services $828 · management and general $69 · fundraising $23
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $155,461 · end of year $171,975
-
2 · Savings and temporary cash investments
beginning of year $1,014,729 · end of year $1,097,191
-
19 · Deferred revenue
beginning of year $10,760 · end of year $2,760
-
25 · Other liabilities
beginning of year $9,527 · end of year $39
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,149,903 · end of year $1,266,367
Mission and programs · 2024
Mission
LAMORINDA VILLAGE PROVIDES ESSENTIAL VOLUNTEER SERVICES, SOCIAL ENGAGEMENT OPPORTUNITIES TO REDUCE ISOLATION, HEALTH AND WELLNESS PROGRAMS, AND RESOURCE NAVIGATION TO HELP OLDER ADULTS REMAIN INDEPENDENT AND CONNECTED TO THEIR COMMUNITY. LAMORINDA VILLAGE IS ALSO ACTIVELY INVOLVED IN DEVELOPING NEW VILLAGES IN NEIGHBORING COMMUNITIES.
Activities or mission (Part I)
TO ACTIVELY BUILD A VIBRANT COMMUNITY THAT EMBRACES CONNECTIONS, CARING, AND CHOICES IN HOW OLDER ADULTS LIVE AND THRIVE.
-
LV CONDUCTED 952 SOCIAL, CULTURAL, PHYSICAL AND EDUCATIONAL ACTIVITIES AND PROGRAMS FOR ITS MEMBERS AND THE COMMUNITY IN GENERAL. LV'S VOLUNTEERS PROVIDED 1200 SERVICES TO OUR MEMBERS AND TO THE COMMUNITY IN GENERAL. PREPARING FOR EMERGENCY EVACUATIONS, LAMORINDA VILLAGE (LV) CONTINUED TO PURCHASE AND ASSEMBLE GO BAGS AND DELIVER THEM TO NEW MEMBERS.
Expenses $156,837 · Revenue $138,047
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jane TiemannJANE TIEMANN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 18
-
Jack SweitzerJACK SWEITZER
TREASURER
- Total calculated
- $0
- Hours/week
- 6
-
Mike KernMIKE KERN
SECRETARY
- Total calculated
- $0
- Hours/week
- 4
-
Sharon IversenSHARON IVERSEN
PREVIOUS PRESIDENT
- Total calculated
- $0
- Hours/week
- 12
-
Larry ToyLARRY TOY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Maria SalernoMARIA SALERNO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 6
-
Clarita WooldridgeCLARITA WOOLDRIDGE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Kay AakerKAY AAKER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Gordon ChongGORDON CHONG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 6
-
John SwartzbergJOHN SWARTZBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 4
-
Kathryn IshizuKATHRYN ISHIZU
EXECUTIVE DIRECTOR
- Total calculated
- $96,100
- From this org
- $94,300
- From related orgs
- $0
- Other
- $1,800
- Hours/week
- 50
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610479349302011
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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