Civic Intelligence

Marin Senior Coordinating Council

990 • Fiscal year 2023 • EIN 94-1422463

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

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

56th percentile

0.24x

Higher debt load relative to assets than 56% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.37x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

79th percentile

$303,632

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

90th percentile

51%

Faster asset growth than 90% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-2.8%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$24,960,749

Up $8,378,914 (+51%) from 2022

Net Assets

Up

$18,930,995

Up $2,995,174 (+19%) from 2022

Liabilities

Up

$6,029,754

Up $5,383,740 (+833%) from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin74th percentile

Revenue

Down

$16,180,430

Down $458,069 (-2.8%) from 2022

Expenses

Up

$13,174,719

Up $1,609,514 (+14%) from 2022

Net Income

Down

$3,005,711

Down $2,067,583 (-41%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2023

Assets$24,960,749
Liabilities$6,029,754
Net Assets$18,930,995
Open 2023 Filing

Operations Trend

Revenue Growth34th 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

2023

Revenue$16,180,430
Expenses$13,174,719
Net Income$3,005,711
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$16,278,837
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.

We help marin county's older adults and vulnerable residents thrive see continuation on sch o 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$7,458,149$6,364,975▼ $1,093,174
Land, Buildings, and Equipment, Net$2,604,853$2,785,565▲ $180,712
Accounts Receivable$2,248,889$1,951,229▼ $297,660
Investments in Publicly Traded Securities$1,615,150$1,678,177▲ $63,027
Investments Program Related$1,089,341$1,094,347▲ $5,006
Pledges and Grants Receivable$107,105$569,392▲ $462,287
Prepaid Expenses and Deferred Charges$121,708$94,666▼ $27,042
Inventories for Sale or Use$55,278$30,298▼ $24,980
Total Assets$16,581,835$24,960,749▲ $8,378,914
Other Assets Total$1,281,362$10,392,100▲ $9,110,738
Liabilities
Accounts Payable and Accrued Expenses$645,267$3,422,920▲ $2,777,653
Other Liabilities$0$1,606,374▲ $1,606,374
Mortgage Notes Payable Secured by Investment Property-$1,000,000-
Deferred Revenue$747$460▼ $287
Total Liabilities$646,014$6,029,754▲ $5,383,740
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,110,761$15,208,138▲ $8,097,377
Net Assets With Donor Restrictions$8,825,060$3,722,857▼ $5,102,203
Total Net Assets Fund Balance$15,935,821$18,930,995▲ $2,995,174
Total Liabilities and Net Assets / Fund Balance$16,581,835$24,960,749▲ $8,378,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,544,521$2,011,409$3,555,930
Equipment$1,178,044$2,354,580$3,532,624
Land$63,000-$63,000
Other Assets Org$768,934--
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne GreyChief Executive OfficerFT$245,564$18,115$263,679
Erick VillalobosChief Transportation OfficerFT$191,833$12,993$204,826
Jeffrey WandsChief Financial OfficerFT$184,550$13,500$198,050
Ashley BakerChief People OfficerFT$173,256$13,014$186,270
Nancy PileFormer Chief Operating OfficerFT$182,077$11,142$182,077
Mccall Kristen LChief Marketing and Development OfficerFT$137,480$7,308$144,788
Roberts YvonneChief Donor Relations OfficerFT$138,044$5,063$143,107
Mcnally Stephanie MChief Program OfficerFT$114,016$9,456$123,472
Levine Michele BHealthy Aging Programs ManagerFT$106,518$199$106,717

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Joanne HallidayProgram ManagementHAWAII KAI DRIVE APT 11, Honolulu, HI 96825$106,508
Revenue and Support

Revenue Composition

Contributions and Grants
$6,346,865
Program Service Revenue
$9,778,031
Investment Income
$102,077
Other Revenue
$-46,543
All Other Contributions
$1,761,857
Change in Net Assets
$3,005,711

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded3$76,018Fair Market Value (FMV)
Total Noncash Contributions3$76,018-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,165,832
Revenue Not Reported on Financial Statements
$14,598
Revenue Not Reported on Form 990
$39,909
Total Revenue per Audited Statements
$16,205,741
Total Revenue per Form 990
$16,180,430
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$7,832,520
Other Expenses$5,342,199
Total Fundraising Expense$850,953
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,463,396$1,466,242$342,341$6,271,979
Depreciation Depletion$640,673$10,746$3,800$655,219
Fees for Services Other$239,721$282,676$78,045$600,442
Payroll Taxes$381,489$116,160$37,124$534,773
Office Expenses$284,457$85,741$136,884$507,082
Other Employee Benefits$336,110$139,097$31,646$506,853
Occupancy$369,170$118,130-$487,300
Current Officers, Directors, Trustees, and Key Employees$109,073$212,597$140,059$461,729
Insurance$346,889$79,756$4,955$431,600
All Other Expenses$236,292$115,295$10,646$362,233
Information Technology$156,669$43,054$24,023$223,746
Other Expenses$135,080$5,973$1,009$142,062
Interest-$101,904-$101,904
Advertising$52,905$27,465$19,738$100,108
Pension Plan Contributions$37,922$15,694$3,570$57,186
Fees for Services Accounting$14,702$17,336$4,786$36,824
Fees for Services Legal$8,408$9,915$2,737$21,060
Fees for Service Investment Mgmnt Fees-$14,598-$14,598
Total Functional Expenses$9,362,802$2,960,964$850,953$13,174,719

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,174,719
Expenses per Audited Statements$13,160,121
Total Expenses per Audited Statements$13,160,121
Expenses Not Reported on Financial Statements$14,598
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$46,543
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
MASQUERADE SOIREE D'ELEGANCE$376,800-$38,384-
Total Events$376,800-$46,543$-46,543
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease$843,585
Operating Lease$762,789
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 cfo 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
Jeff Wands
Title
CFO
Phone
4154569062
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Wands
Formed
1954
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
226
Volunteers
147

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in programmatic equity instruments 5,006.”

Schedule O

“There is no change in process”

Financial Statement Notes

PART X, LINE 2:

“Income taxes the organization is a nonprofit organization exempt from federal income taxes under internal revenu code section 501(c)(3). Accordingly, no provision for federal income taxes is required. The organization applies the guidance on accounting for uncertain tax provisions in fasb asc 740 income taxes. The organization is no longer subject to income tax examinations for tax years up to and including 2020.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in programmatic equity instrument”

Schedule D-line 2D

“Change in programmatic equity instrument”

Raw XML AppendixShowing 400 of 761 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/ActivityOrMissionDesc0WE HELP MARIN COUNTY'S OLDER ADULTS AND VULNERABLE RESIDENTS THRIVE SEE CONTINUATION ON SCH O THROUGH THE POWER OF HUMAN CONNECTION WITH RIDES, MEALS, CLASSES, CARE, ADVICE AND MORE.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1139953
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1226430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1322281
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1411142
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt155935
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16199
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1732666
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt187308
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt195063
IRS990/Form990PartVIISectionAGrp/PersonNm0BETH REIZMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1STAN MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM BONOMI
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUGLAS REILLY
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL CASTRO
IRS990/Form990PartVIISectionAGrp/PersonNm5KENNETH GOSLINER
IRS990/Form990PartVIISectionAGrp/PersonNm6WALT BUSTER
IRS990/Form990PartVIISectionAGrp/PersonNm7CARLA OVERBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm8WYNNELENA CANLAS CANIO
IRS990/Form990PartVIISectionAGrp/PersonNm9DOUG MOWBRAY
IRS990/Form990PartVIISectionAGrp/PersonNm10MELANIE REMPE
IRS990/Form990PartVIISectionAGrp/PersonNm11ANNE GREY
IRS990/Form990PartVIISectionAGrp/PersonNm12JEFFREY WANDS
IRS990/Form990PartVIISectionAGrp/PersonNm13ASHLEY BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm14NANCY PILE
IRS990/Form990PartVIISectionAGrp/PersonNm15ERICK VILLALOBOS
IRS990/Form990PartVIISectionAGrp/PersonNm16LEVINE MICHELE B
IRS990/Form990PartVIISectionAGrp/PersonNm17MCNALLY STEPHANIE M
IRS990/Form990PartVIISectionAGrp/PersonNm18MCCALL KRISTEN L
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBERTS YVONNE
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11263679
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12198050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13186270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14182077
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15204826
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16106518
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17123472
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18137480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19138044
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt14FORMER CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF TRANSPORTATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16HEALTHY AGING PROGRAMS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF PROGRAM OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF MARKETING AND DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF DONOR RELATIONS OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0376800
IRS990/FundraisingDirectExpensesAmt046543
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt016372
IRS990/GainOrLossGrp/SecuritiesAmt024154
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt04208208
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt016372
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt076018
IRS990/GrossReceiptsAmt016278837
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt09
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt024023
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt043054
IRS990/InformationTechnologyGrp/ProgramServicesAmt0156669
IRS990/InformationTechnologyGrp/TotalAmt0223746
IRS990/InsuranceGrp/FundraisingAmt04955
IRS990/InsuranceGrp/ManagementAndGeneralAmt079756
IRS990/InsuranceGrp/ProgramServicesAmt0346889
IRS990/InsuranceGrp/TotalAmt0431600
IRS990/InterestGrp/ManagementAndGeneralAmt0101904
IRS990/InterestGrp/TotalAmt0101904
IRS990/InventoriesForSaleOrUseGrp/BOYAmt055278
IRS990/InventoriesForSaleOrUseGrp/EOYAmt030298
IRS990/InvestmentIncomeGrp/ExclusionAmt061551
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt061551
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt01089341
IRS990/InvestmentsProgramRelatedGrp/EOYAmt01094347
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01615150
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01678177
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04365989
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02604853
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02785565
IRS990/LandBldgEquipCostOrOtherBssAmt07151554
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt051864
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, WE PROVIDE SPECIALIZED TRANSPORTATION, NUTRITION PROGRAMS, CLASSES AND SOCIAL CONNECTION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01000000
IRS990/NetAssetsOrFundBalancesBOYAmt015935821
IRS990/NetAssetsOrFundBalancesEOYAmt018930995
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt040526
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040526
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-46543
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-46543
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt034903
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07110761
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt015208138
IRS990/NoncashContributionsAmt076018
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0118130
IRS990/OccupancyGrp/ProgramServicesAmt0369170
IRS990/OccupancyGrp/TotalAmt0487300
IRS990/OfficeExpensesGrp/FundraisingAmt0136884
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt085741
IRS990/OfficeExpensesGrp/ProgramServicesAmt0284457
IRS990/OfficeExpensesGrp/TotalAmt0507082
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01281362
IRS990/OtherAssetsTotalGrp/EOYAmt010392100
IRS990/OtherChangesInNetAssetsAmt05006
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt031646
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0139097
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0336110
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0506853
IRS990/OtherExpensesGrp/Desc0VEHICLE LEASING/MAINTEN
IRS990/OtherExpensesGrp/Desc1STAFF EXPENSE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3WORKERS COMPENSATION
IRS990/OtherExpensesGrp/FundraisingAmt01808
IRS990/OtherExpensesGrp/FundraisingAmt17743
IRS990/OtherExpensesGrp/FundraisingAmt239
IRS990/OtherExpensesGrp/FundraisingAmt31009
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054758
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt143827
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25973
IRS990/OtherExpensesGrp/ProgramServicesAmt01164674
IRS990/OtherExpensesGrp/ProgramServicesAmt1257529
IRS990/OtherExpensesGrp/ProgramServicesAmt2127643
IRS990/OtherExpensesGrp/ProgramServicesAmt3135080
IRS990/OtherExpensesGrp/TotalAmt01166482
IRS990/OtherExpensesGrp/TotalAmt1320030
IRS990/OtherExpensesGrp/TotalAmt2171509
IRS990/OtherExpensesGrp/TotalAmt3142062
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt01606374
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0342341
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01466242
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04463396
IRS990/OtherSalariesAndWagesGrp/TotalAmt06271979
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt037124
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0116160
IRS990/PayrollTaxesGrp/ProgramServicesAmt0381489
IRS990/PayrollTaxesGrp/TotalAmt0534773
IRS990/PensionPlanContributionsGrp/FundraisingAmt03570
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015694
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037922
IRS990/PensionPlanContributionsGrp/TotalAmt057186
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0107105
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0569392
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0121708
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt094666
IRS990/PrincipalOfficerNm0JEFF WANDS
IRS990/PriorPeriodAdjustmentsAmt0-50446
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0480000
IRS990/ProgramServiceRevenueGrp/BusinessCd1624210
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3480000
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0TRANSPORTATION CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1NUTRITION SERVICES

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,960,749
Liabilities
$6,029,754
Net assets
$18,930,995
Revenue
$16,180,430
Expenses
$13,174,719
Net income
$3,005,711
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