2024-05-15T09:47:19-05:00 2023-06-30 571157523 APRIO LLP 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2022-07-01 941422463 VIVALON VIVA 4154569062 930 TAMALPAIS AVENUE SAN RAFAEL CA 94091 JEFF WANDS CFO 4154569062 2024-05-14 1 JEFF WANDS 999009999 0 TRACY TEALE P01290862 4157774488 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEFF WANDS 930 TAMALPAIS AVENUE SAN RAFAEL CA 94091 16278837 0 X WWW.VIVALON.ORG X 1954 CA 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. 11 11 226 147 0 0 9806042 6346865 4010496 9778031 2878766 102077 -56805 -46543 16638499 16180430 0 0 0 0 6978775 7832520 0 0 850953 4586430 5342199 11565205 13174719 5073294 3005711 16581835 24960749 646014 6029754 15935821 18930995 VIVALON 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. 0 0 7665582 8953917 VIVALON PROVIDES TRANSPORTATION SERVICES FOR ELDERLY AND DISABLED PERSONS THROUGHPUT MARIN, SONOMA AND SAN FRANCISCO COUNTIES. RIDES ARE TYPICALLY SCHEDULED FOR MEDICAL APPOINTMENTS, SHOPPING, THERAPY OR VISITS WITH FAMILY AND FRIENDS. 662871 469142 VIVALON 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. 1034349 354792 THE 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. 9362802 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 40 0 1 226 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4154569062 930 TAMALPAIS AVENUE SAN RAFAEL CA 94091 BETH REIZMAN PRESIDENT 2.00 X X 0 0 0 STAN MOORE VICE PRESIDENT 2.00 X X 0 0 0 TOM BONOMI TREASURER 2.00 X X 0 0 0 DOUGLAS REILLY SECRETARY 2.00 X X 0 0 0 PAUL CASTRO DIRECTOR 2.00 X 0 0 0 KENNETH GOSLINER DIRECTOR 2.00 X 0 0 0 WALT BUSTER DIRECTOR 2.00 X 0 0 0 CARLA OVERBERGER DIRECTOR 2.00 X 0 0 0 WYNNELENA CANLAS CANIO DIRECTOR 2.00 X 0 0 0 DOUG MOWBRAY DIRECTOR 2.00 X 0 0 0 MELANIE REMPE DIRECTOR 2.00 X 0 0 0 ANNE GREY CHIEF EXECUTIVE OFFICER 40.00 X 263679 0 39953 JEFFREY WANDS CHIEF FINANCIAL OFFICER 40.00 X 198050 0 26430 ASHLEY BAKER CHIEF PEOPLE OFFICER 40.00 X 186270 0 22281 NANCY PILE FORMER CHIEF OPERATING OFFICER 40.00 X 182077 0 11142 ERICK VILLALOBOS CHIEF TRANSPORTATION OFFICER 40.00 X 204826 0 5935 LEVINE MICHELE B HEALTHY AGING PROGRAMS MANAGER 40.00 X 106518 0 199 MCNALLY STEPHANIE M CHIEF PROGRAM OFFICER 40.00 X 123472 0 32666 MCCALL KRISTEN L CHIEF MARKETING AND DEVELOPMENT OFFICER 40.00 X 137480 0 7308 ROBERTS YVONNE CHIEF DONOR RELATIONS OFFICER 40.00 X 138044 0 5063 1540416 0 150977 9 0 1 0 JOANNE HALLIDAY HAWAII KAI DRIVE APT 11 HONOLULU HI 96825 PROGRAM MANAGEMENT 106508 1 376800 4208208 1761857 76018 6346865 TRANSPORTATION CONTRACTS 480000 8911646 8911646 NUTRITION SERVICES 624210 469142 469142 ACTIVE AGING CENTER INCOME 900099 347038 347038 PARATRANSIT SERVICES 480000 42271 42271 RENTAL INCOME 900099 7934 7934 9778031 61551 61551 76018 16372 51864 0 24154 16372 40526 40526 0 376800 46543 -46543 -46543 16180430 9778031 0 55534 461729 109073 212597 140059 6271979 4463396 1466242 342341 57186 37922 15694 3570 506853 336110 139097 31646 534773 381489 116160 37124 21060 8408 9915 2737 36824 14702 17336 4786 14598 14598 600442 239721 282676 78045 100108 52905 27465 19738 507082 284457 85741 136884 223746 156669 43054 24023 487300 369170 118130 101904 101904 655219 640673 10746 3800 431600 346889 79756 4955 VEHICLE LEASING/MAINTEN 1166482 1164674 1808 STAFF EXPENSE 320030 257529 54758 7743 REPAIRS & MAINTENANCE 171509 127643 43827 39 WORKERS COMPENSATION 142062 135080 5973 1009 362233 236292 115295 10646 13174719 9362802 2960964 850953 7458149 6364975 107105 569392 2248889 1951229 55278 30298 121708 94666 7151554 4365989 2604853 2785565 1615150 1678177 1089341 1094347 1281362 10392100 16581835 24960749 645267 3422920 747 460 1000000 0 1606374 646014 6029754 X 7110761 15208138 8825060 3722857 15935821 18930995 16581835 24960749 X 3005711 34903 -50446 5006 X X 0 1 X 1 0 X 2963739 12118633 6832922 7042635 6300322 35258251 2963739 12118633 6832922 7042635 6300322 35258251 736674 34521577 47989 58046 45468 45716 61551 258770 3648 3648 35520669 16075807 0.97190 0.99260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63000 63000 3555930 2011409 1544521 3532624 2354580 1178044 2785565 ACCRUED INTEREST 7850 CONSTRUCTION IN PROGRESS 8841884 RENTAL AND OTHER DEPOSITS 38489 RIGHT OF USE ASSETS - OPERATING LEASE 734943 RIGHT OF USE ASSETS - FINANCE LEASE 768934 10392100 OPERATING LEASE 762789 FINANCE LEASE 843585 1606374 X 16205741 34903 5006 39909 16165832 14598 14598 16180430 13160121 0 13160121 14598 14598 13174719 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 MASQUERADE SOIREE D'ELEGANCE 376800 376800 500 705 904 6050 38384 376800 376800 500 705 904 6050 38384 46543 -46543 X X 0 0 0 0 0 0 0 0 0 ANNE GREY CHIEF EXECUTIVE OFFICER 245564 0 18115 0 0 0 0 0 0 39953 263679 39953 0 0 JEFFREY WANDS CHIEF FINANCIAL OFFICER 184550 0 13500 0 0 0 0 0 0 26430 198050 26430 0 0 ERICK VILLALOBOS CHIEF TRANSPORTATION OFFICER 191833 0 12993 0 0 0 0 0 0 5935 204826 5935 0 0 ASHLEY BAKER CHIEF PEOPLE OFFICER 173256 0 13014 0 0 0 0 0 0 22281 186270 22281 0 0 NANCY PILE FORMER CHIEF OPERATING OFFICER 182077 0 0 0 0 0 0 0 0 11142 182077 11142 0 0 MCNALLY STEPHANIE M CHIEF PROGRAM OFFICER 114016 0 9456 0 0 0 0 0 0 32666 123472 32666 0 0 X 3 76018 FMV 0 0 0 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. FORM 990, PART XI, LINE 9: CHANGE IN PROGRAMMATIC EQUITY INSTRUMENTS 5,006. SCHEDULE O THERE IS NO CHANGE IN PROCESS