Civic Intelligence

Marin Senior Coordinating Council

990 • Fiscal year 2022 • EIN 94-1422463

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 13, 2023

Organization ProfileWWW.VIVALON.ORG

View Organization Page

930 Tamalpais AvenueSan Rafael, CA 94091

(415) 456-9062

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.04x

Higher debt load relative to revenue than 16% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

80th percentile

30%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

78th percentile

$296,183

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

70th percentile

9.9%

Faster asset growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$16,581,835

Up $1,490,004 (+9.9%) from 2021

Net Assets

Up

$15,935,821

Up $4,914,394 (+45%) from 2021

Liabilities

Down

$646,014

Down $3,424,390 (-84%) from 2021

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin80th percentile

Revenue

Up

$16,638,499

Up $5,108,231 (+44%) from 2021

Expenses

Up

$11,565,205

Up $65,603 (+0.6%) from 2021

Net Income

Up

$5,073,294

Up $5,042,628 (+16444%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $2,882,329Liabilities 2011: $714,074Net Assets 2011: $2,168,2552011Assets 2012: $2,273,830Liabilities 2012: $519,356Net Assets 2012: $1,754,4742012Assets 2013: $2,432,258Liabilities 2013: $634,743Net Assets 2013: $1,797,5152013Assets 2014: $2,901,409Liabilities 2014: $723,541Net Assets 2014: $2,177,8682014Assets 2015: $6,523,509Liabilities 2015: $1,008,339Net Assets 2015: $5,515,1702015Assets 2016: $6,816,609Liabilities 2016: $872,371Net Assets 2016: $5,944,2382016Assets 2017: $7,440,009Liabilities 2017: $885,449Net Assets 2017: $6,554,5602017Assets 2018: $7,594,848Liabilities 2018: $1,032,932Net Assets 2018: $6,561,9162018Assets 2019: $8,217,222Liabilities 2019: $1,491,508Net Assets 2019: $6,725,7142019Assets 2020: $14,490,383Liabilities 2020: $3,499,622Net Assets 2020: $10,990,7612020Assets 2021: $15,091,831Liabilities 2021: $4,070,404Net Assets 2021: $11,021,4272021Assets 2022: $16,581,835Liabilities 2022: $646,014Net Assets 2022: $15,935,8212022Assets 2023: $24,960,749Liabilities 2023: $6,029,754Net Assets 2023: $18,930,9952023Assets 2024: $29,911,057Liabilities 2024: $8,659,558Net Assets 2024: $21,251,4992024

Highlighted filing

2022

Assets$16,581,835
Liabilities$646,014
Net Assets$15,935,821
Open 2022 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $5,289,086Expenses 2011: $5,798,819Net Income 2011: -$509,7332011Revenue 2012: $5,711,944Expenses 2012: $6,117,517Net Income 2012: -$405,5732012Revenue 2013: $6,332,180Expenses 2013: $6,299,068Net Income 2013: $33,1122013Revenue 2014: $6,950,863Expenses 2014: $6,632,573Net Income 2014: $318,2902014Revenue 2015: $12,292,630Expenses 2015: $8,963,758Net Income 2015: $3,328,8722015Revenue 2016: $11,978,751Expenses 2016: $11,527,502Net Income 2016: $451,2492016Revenue 2017: $12,406,666Expenses 2017: $11,885,668Net Income 2017: $520,9982017Revenue 2018: $11,485,553Expenses 2018: $11,426,098Net Income 2018: $59,4552018Revenue 2019: $12,781,667Expenses 2019: $12,639,417Net Income 2019: $142,2502019Revenue 2020: $17,157,294Expenses 2020: $12,980,229Net Income 2020: $4,177,0652020Revenue 2021: $11,530,268Expenses 2021: $11,499,602Net Income 2021: $30,6662021Revenue 2022: $16,638,499Expenses 2022: $11,565,205Net Income 2022: $5,073,2942022Revenue 2023: $16,180,430Expenses 2023: $13,174,719Net Income 2023: $3,005,7112023Revenue 2024: $20,383,362Expenses 2024: $18,141,714Net Income 2024: $2,241,6482024

Highlighted filing

2022

Revenue$16,638,499
Expenses$11,565,205
Net Income$5,073,294
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 13, 2023
Return Version
2021v4.2
Gross Receipts
$16,695,304
Mission and Program Overview

Mission

Promote independence and well-being of senior citizens and disabled persons of marin county by providing a comprehensive, integrated program of paratransit services and activities to enhance their quality of life.

Vivalon helps marin county's older adults and vulnerable residents thrive through the power of human connection with rides, meals, classes, care, advice and more.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,357,534$7,458,149▲ $5,100,615
Savings and Temporary Cash Investments$6,628,246--
Land, Buildings, and Equipment, Net$1,949,533$2,604,853▲ $655,320
Accounts Receivable$1,287,164$2,294,244▲ $1,007,080
Investments in Publicly Traded Securities$399,272$726,845▲ $327,573
Prepaid Expenses and Deferred Charges$79,134$121,708▲ $42,574
Pledges and Grants Receivable$196,452$61,750▼ $134,702
Inventories for Sale or Use$53,847$55,278▲ $1,431
Total Assets$15,091,831$16,581,835▲ $1,490,004
Other Assets Total$2,140,649$3,259,008▲ $1,118,359
Liabilities
Unsecured Notes Loans Payable$3,075,550$0▼ $3,075,550
Accounts Payable and Accrued Expenses$849,926$645,267▼ $204,659
Mortgage Notes Payable Secured by Investment Property$144,928$0▼ $144,928
Deferred Revenue-$747-
Total Liabilities$4,070,404$646,014▼ $3,424,390
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,992,097$8,825,060▼ $1,167,037
Net Assets Without Donor Restrictions$1,029,330$7,110,761▲ $6,081,431
Total Net Assets Fund Balance$11,021,427$15,935,821▲ $4,914,394
Total Liabilities and Net Assets / Fund Balance$15,091,831$16,581,835▲ $1,490,004

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,539,793$1,995,459$3,535,252
Equipment$1,002,060$1,886,081$2,888,141
Land$63,000-$63,000
Other Assets Org$35,178--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne GreyChief Executive OfficerFT$240,288$55,895$296,183
Nancy PileChief Operating OfficerFT$204,243$42,180$246,423
Ashley BakerChief People OfficerFT$186,928$28,294$215,222
Erick VillalobosGeneral ManagerFT$169,867$15,792$185,659
Jeffrey WandsChief Financial OfficerFT$174,246$5,743$179,989
William CullisonDevelopment Operations DirectorFT$131,570$14,740$146,310
Yvonne RobertsChief Donor Relations OfficerFT$133,514$6,674$140,188
JOE O'HEHIRFormer Chief Executive OfficerFT$88,650$556$89,206

Board Members and Trustees

NameTitle
Beth ReizmanPresident
Stan MooreVice President
Carla OverbergerDirector
Doug MowbrayDirector
Kenneth GoslinerDirector
Paul CastroDirector
Walt BusterDirector
Wynnelena Canlas CanioDirector
Douglas ReillySecretary
Tom BonomiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Jennifer GolbusMarketing Promotion235 DEVON DR, San Rafael, CA 94903$160,611
Revenue and Support

Revenue Composition

Contributions and Grants
$9,806,042
Program Service Revenue
$4,010,496
Investment Income
$2,878,766
Other Revenue
$-56,805
All Other Contributions
$1,814,280
Change in Net Assets
$5,073,294

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Securities Publicly Traded$52,596Fair Market Value (FMV)
Total Noncash Contributions$52,596-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,627,446
Revenue Not Reported on Financial Statements
$11,053
Revenue Not Reported on Form 990
$-158,899
Total Revenue per Audited Statements
$16,468,547
Total Revenue per Form 990
$16,638,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,978,775
Other Expenses$4,586,430
Total Fundraising Expense$948,348
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,010,127$1,276,236$216,244$5,502,607
Fees for Services Other$126,134$245,851$161,966$533,951
Current Officers, Directors, Trustees, and Key Employees$122,552$238,869$157,367$518,788
Payroll Taxes$338,516$100,856$27,392$466,764
Other Employee Benefits$322,221$97,573$24,438$444,232
Depreciation Depletion$426,984$7,157$2,549$436,690
All Other Expenses$364,949$6,826$978$372,753
Other Expenses$161,770$82,928$5,250$249,948
Advertising$39,315$76,630$50,483$166,428
Information Technology$21,609$42,118$27,748$91,475
Insurance$62,206$18,274$5,355$85,835
Pension Plan Contributions$10,957$21,357$14,070$46,384
Fees for Services Accounting$10,400$20,271$13,354$44,025
Fees for Services Legal$5,714$11,137$7,337$24,188
Fees for Service Investment Mgmnt Fees-$11,053-$11,053
Total Functional Expenses$7,941,451$2,675,406$948,348$11,565,205

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,565,206
Expenses per Audited Statements$11,554,153
Total Expenses per Audited Statements$11,554,153
Expenses Not Reported on Financial Statements$11,053
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$56,805
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Vivalon Soiree De Elegance$424,500-$23,966-
Viva Las Vivalon$93,168-$15,779-
Total Events$517,668-$53,806$-53,806
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 was reviewed by the ceo and the audit committee and distributed to the board of diretor before filing.”

Form 990, Part VI, Section B, Line 12C

“It is vivalon's policy that directors, officers and key employees (collectively,"associates") promptly and fully disclose any actual, apparent or potential conflicts of interest, that no associate participate in any decision by vivalon in any matters in which he or she has a conflict of interest, that vivalon follow a disciplined, documented process in making decisions about such matters, and that vivalon comply with all applicable legal requirements relating to such matters.”

Form 990, Part VI, Section B, Line 15

“Vivalon adopted a compensation review policy ("policy") to facilitate compliance with california and federal law relating to compensation of senior management of nonprofit organizations and in accordance with best practices. Vivalon's board of directors ("board") will follow the requirements set out in this policy with respect to review and approval of senior management compensation.”

Form 990, Part VI, Section C, Line 18

“AVAILABLE UPON REQUEST.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Vivalon
EIN
94-1422463
Phone
4154569062
Address
930 TAMALPAIS AVENUE, SAN RAFAEL, CA 94091

Signing Officer

Name
Anne Grey
Title
CEO
Phone
4154569062
Signed
2023-09-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Grey
Formed
1954
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
234
Volunteers
284

Preparer

Firm
Aprio Llp
Address
150 POST STREET SUITE 200, SAN FRANCISCO, CA 94108
Preparer
Tracy Teale
Phone
4157774488
Supplemental Narrative

Additional Explanations

Schedule O

“There is no change in process”

Raw XML AppendixShowing 400 of 696 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0VIVALON HELPS MARIN COUNTY'S OLDER ADULTS AND VULNERABLE RESIDENTS THRIVE THROUGH THE POWER OF HUMAN CONNECTION WITH RIDES, MEALS, CLASSES, CARE, ADVICE AND MORE.
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IRS990/Form990PartVIISectionAGrp/PersonNm11JOE O'HEHIR
IRS990/Form990PartVIISectionAGrp/PersonNm12JEFFREY WANDS
IRS990/Form990PartVIISectionAGrp/PersonNm13ERICK VILLALOBOS
IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM CULLISON
IRS990/Form990PartVIISectionAGrp/PersonNm15YVONNE ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm16ASHLEY BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm17NANCY PILE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10252392
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1188650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12177746
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13178367
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14131570
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15133514
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16190428
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17217743
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11FORMER CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13GENERAL MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DEVELOPMENT OPERATIONS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF DONOR RELATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0517668
IRS990/FundraisingDirectExpensesAmt056805
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt02837301
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt07474094
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02837301
IRS990/GrossReceiptsAmt016695304
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt027748
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt042118
IRS990/InformationTechnologyGrp/ProgramServicesAmt021609
IRS990/InformationTechnologyGrp/TotalAmt091475
IRS990/InsuranceGrp/FundraisingAmt05355
IRS990/InsuranceGrp/ManagementAndGeneralAmt018274
IRS990/InsuranceGrp/ProgramServicesAmt062206
IRS990/InsuranceGrp/TotalAmt085835
IRS990/InventoriesForSaleOrUseGrp/BOYAmt053847
IRS990/InventoriesForSaleOrUseGrp/EOYAmt055278
IRS990/InvestmentIncomeGrp/ExclusionAmt041465
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041465
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0399272
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0726845
IRS990/IRPDocumentCnt048
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03881540
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01949533
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02604853
IRS990/LandBldgEquipCostOrOtherBssAmt06486393
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0VIVALON ADVANCES INDEPENDENCE, HEALTH AND QUALITY OF LIFE FOR OLDER ADULTS AND PEOPLE WITH DISABILITIES. THROUGH A COMPREHENSIVE, INTEGRATED PROGRAM OF ACTIVE AGING SERVICES AND ACTIVITIES, WE PROVIDE SPECIALIZED TRANSPORTATION, NUTRITION PROGRAMS, CLASSES AND OTHER MEANS OF SOCIAL CONNECTION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0144928
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt011021427
IRS990/NetAssetsOrFundBalancesEOYAmt015935821
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02837301
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02837301
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-56805
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-56805
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-158899
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01029330
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07110761
IRS990/NoncashContributionsAmt052596
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02140649
IRS990/OtherAssetsTotalGrp/EOYAmt03259008
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt024438
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt097573
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0322221
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0444232
IRS990/OtherExpensesGrp/Desc0VEHICLE LEASING/MAINTEN
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2FACILITIES EXPENSE
IRS990/OtherExpensesGrp/Desc3STAFF EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt01856
IRS990/OtherExpensesGrp/FundraisingAmt1224076
IRS990/OtherExpensesGrp/FundraisingAmt27885
IRS990/OtherExpensesGrp/FundraisingAmt35250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0656
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1261760
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2155854
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt382928
IRS990/OtherExpensesGrp/ProgramServicesAmt01010565
IRS990/OtherExpensesGrp/ProgramServicesAmt1296438
IRS990/OtherExpensesGrp/ProgramServicesAmt2610994
IRS990/OtherExpensesGrp/ProgramServicesAmt3161770
IRS990/OtherExpensesGrp/TotalAmt01013077
IRS990/OtherExpensesGrp/TotalAmt1782274
IRS990/OtherExpensesGrp/TotalAmt2774733
IRS990/OtherExpensesGrp/TotalAmt3249948
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0216244
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01276236
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04010127
IRS990/OtherSalariesAndWagesGrp/TotalAmt05502607
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt027392
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0100856
IRS990/PayrollTaxesGrp/ProgramServicesAmt0338516
IRS990/PayrollTaxesGrp/TotalAmt0466764
IRS990/PensionPlanContributionsGrp/FundraisingAmt014070
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt021357
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010957
IRS990/PensionPlanContributionsGrp/TotalAmt046384
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0196452
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt061750
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt079134
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0121708
IRS990/PrincipalOfficerNm0ANNE GREY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2624210
IRS990/ProgramServiceRevenueGrp/Desc0TRANSPORTATION CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1ACTIVITIES AND OTHER
IRS990/ProgramServiceRevenueGrp/Desc2NUTRITION SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03185974
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1419322
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2405200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03185974
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1419322
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2405200
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0VIVALON PROVIDES COMPREHENSIVE NUTRITION SERVICES FOR OLDER ADULTS IN NEED. THE NUTRITION PROGRAM IS COMPRISED OF THE MEALS ON WHEELS HOME DELIVERED MEAL PROGRAM (3 DAYS A WEEK), NOURISH HOME DELIVERED MEAL PROGRAM (3 DAYS A WEEK FOR THOSE NOT ELIGIBLE FOR MEALS ON WHEELS) A WEEKLY BROWN BAG PANTRY PROGRAM IN PARTNERSHIP WITH THE SAN FRANCISCO MARIN FOOD BANK THAT SERVES 100 PEOPLE A WEEK WITH FRESH FOOD, AND AN ON-SITE CAFE OPEN WEEKDAYS FOR LUNCH. LAST YEAR THE MEALS ON WHEELS PROGRAM DELIVERED OVER 95,000 MEALS AND THE NOURISH PROGRAM DELIVERED OVER 39,000 MEALS TO 450 RECIPIENTS. THE JACKSON CAFE SERVED OVER 11,000 MEALS LAST YEAR. THE GOAL OF THE NUTRITION PROGRAM IS TO PROVIDE ACCESS TO HEALTHY, AFFORDABLE MEAL OPTIONS AS WELL AS SOCIAL CONNECTION IN A WARM AND WELCOMING ENVIRONMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0676592
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0405200
IRS990/ProgSrvcAccomActy3Grp/Desc0THE HEALTHY AGING CENTER IS AN INFORMATION HUB THAT PROVIDES REFERRAL RESOURCES, AN ARRAY OF EDUCATIONAL PROGRAMS, HEALTH AND WELLNESS CLASSES, SOCIAL GROUPS, TECHNOLOGY CLASSES AND A COMPUTER LAB CENTER, AND THE JACKSON CAFE MENTIONED UNDER NUTRITION PROGRAMS. THE HEALTHY AGING CENTER IS OPEN 250 DAYS A YEAR AND SERVES OVER 6,800 INDIVIDUALS. OUR AVERAGE MEMBER IS 72 YEARS OLD.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0632136
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06476507
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0155848
IRS990/PYOtherExpensesAmt04211550
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04897913
IRS990/PYRevenuesLessExpensesAmt030666
IRS990/PYSalariesCompEmpBnftPaidAmt07288052
IRS990/PYTotalExpensesAmt011499602
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011530268
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt05073294
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01

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Filings

Displayed year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,581,835
Liabilities
$646,014
Net assets
$15,935,821
Revenue
$16,638,499
Expenses
$11,565,205
Net income
$5,073,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.9$8.66$21.3$20.4$18.1$2.24
2023Detailed filing. Detailed filing data is available for this year.$25.0$6.03$18.9$16.2$13.2$3.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$0.65$15.9$16.6$11.6$5.07
2021Detailed filing. Detailed filing data is available for this year.$15.1$4.07$11.0$11.5$11.5$0.03
2020Detailed filing. Detailed filing data is available for this year.$14.5$3.50$11.0$17.2$13.0$4.18
2019Detailed filing. Detailed filing data is available for this year.$8.22$1.49$6.73$12.8$12.6$0.14
2018Detailed filing. Detailed filing data is available for this year.$7.59$1.03$6.56$11.5$11.4$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.44$0.89$6.55$12.4$11.9$0.52
2016Detailed filing. Detailed filing data is available for this year.$6.82$0.87$5.94$12.0$11.5$0.45
2015Detailed filing. Detailed filing data is available for this year.$6.52$1.01$5.52$12.3$8.96$3.33
2014Summary only. Only limited summary data is available for this year.$2.90$0.72$2.18$6.95$6.63$0.32
2013Summary only. Only limited summary data is available for this year.$2.43$0.63$1.80$6.33$6.30$0.03
2012Summary only. Only limited summary data is available for this year.$2.27$0.52$1.75$5.71$6.12$0.41
2011Summary only. Only limited summary data is available for this year.$2.88$0.71$2.17$5.29$5.80$0.51