Nonprofit · EIN 77-0154535
HEART OF THE VALLEY SERVICES FOR SENIORS INC
Tax-exempt · SANTA CLARA, CA 95052
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $198,568 | $145,181 | $53,387 | $323,810 | $0 | $323,810 |
| December 31, 2024 | 990-EZ | $177,201 | $158,239 | $18,962 | $270,423 | $0 | $270,423 |
| December 31, 2023 | 990-EZ | $134,253 | $124,255 | $9,998 | $251,461 | $0 | $251,461 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $150,431
- Program service revenue
- $23,700
- Investment income
- $0
- Other revenue
- $24,437
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $95,000
- Salaries, compensation and benefits (total)
- $102,841
- Professional fees and payments to contractors
- $3,360
- Occupancy
- $4,992
- Printing, publications and postage
- $5,305
- Other expenses
- $28,683
- Program services (functional)
- $145,181
Balance sheet and other
- Total assets, start of year
- $270,423
- Total assets, end of year
- $323,810
- Total liabilities, end of year
- $0
- Net assets, end of year
- $323,810
- Cash, savings and investments
- $323,810
- Gross receipts
- $198,568
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alma Soto | Executive Director | 40 | $95,000 |
| David Muhlitner | President | 5 | $0 |
| Daniel Lo | Vice President | 5 | $0 |
| Eva Schulte | Treasurer | 5 | $0 |
| Kirsten Winters | Secretary | 5 | $0 |
990-EZ for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alma Soto | Executive Director | 40 | $95,000 |
| David Muhlitner | President | 5 | $0 |
| Daniel Lo | Vice President | 5 | $0 |
| Sandy Knell | Treasurer | 5 | $0 |
| Kirsten Winters | Secretary | 5 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sylvia Abboud | Executive Director | 20 | $41,592 |
| David Muhlitner | President | 5 | $0 |
| Daniel Lo | Vice President | 5 | $0 |
| Sandy Knell | Treasurer | 5 | $0 |
| Mariel Bolhouse | Board Member | 5 | $0 |
| Kirsten Winters | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 418, SANTA CLARA, CA 95052-0418
- Signed the 990-EZ
- Lidia Donez, Assistant Treasurer
- Phone
- (408) 241-1571
- Website
- www.servicesforseniors.org
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0154535 or by the name HEART OF THE VALLEY SERVICES FOR SENIORS INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Heart of the Valley Services for Seniors, Inc. (HOV) is a 501(c)(3) nonprofit based in Santa Clara, CA, dedicated to enhancing the lives of low-income seniors in the West Santa Clara Valley. Since 1987, we have provided essential programs and resources that empower seniors to live independently and stay connected to their communities. With the support of hundreds of volunteers, we assist homebound seniors with transportation, light home repairs, companionship and mental health support--promoting independence, well-being and quality of life. As the senior population grows, HOV remains a vital advocate, ensuring seniors receive the support they need to age with dignity.
Program accomplishments
- Since 1987, we have provided essential programs and resources that empower seniors to live independently and stay connected to their communities. With the support of hundreds of volunteers, we assist homebound seniors with transportation, light home repairs, companionship, and mental health support---promoting independence, well-being, and quality of life. As the senior population grows, HOV remains a vital advocate, ensuring seniors receive the support they need to age with dignity.Expenses $145,181 · grants $194,402
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0154535
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $323,810
- Income (IRS master file)
- $198,568
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $198,568 | $145,181 | $323,810 | XML |
| 990-EZ | December 2024 | $177,201 | $158,239 | $270,423 | XML |
| 990-EZ | December 2023 | $134,253 | $124,255 | $251,461 | XML |
| 990 | December 2022 | $217,540 | $137,648 | $241,463 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0154535).
Questions about HEART OF THE VALLEY SERVICES FOR SENIORS INC
- What is the EIN of HEART OF THE VALLEY SERVICES FOR SENIORS INC?
- The employer identification number (EIN) of HEART OF THE VALLEY SERVICES FOR SENIORS INC is 77-0154535.
- Is HEART OF THE VALLEY SERVICES FOR SENIORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to HEART OF THE VALLEY SERVICES FOR SENIORS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEART OF THE VALLEY SERVICES FOR SENIORS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEART OF THE VALLEY SERVICES FOR SENIORS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEART OF THE VALLEY SERVICES FOR SENIORS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of HEART OF THE VALLEY SERVICES FOR SENIORS INC?
- The 990-EZ for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $95,000 (Alma Soto, Executive Director).
- How much revenue does HEART OF THE VALLEY SERVICES FOR SENIORS INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $198,568, expenses of $145,181 and total assets of $323,810 at year end.
Other nonprofits in SANTA CLARA
- PRESIDENT-BOARD OF TRUSTEES SANTA CLARA COLLEGE EIN 94-1156617 · last filed 990 for 2025
- LIFEMOVES EIN 77-0160469 · last filed 990 for 2025
- INTEL RETIREE MEDICAL PLAN TR EIN 77-6138153 · last filed 990 for 2024
- BILL WILSON CENTER EIN 94-2221849 · last filed 990 for 2025
- SOURCEWISE EIN 94-2256503 · last filed 990 for 2025
- APPLIED MATERIALS FOUNDATION EIN 77-0386898 · last filed 990-PF for 2025
- DPR FOUNDATION EIN 26-1609927 · last filed 990-PF for 2025
- RIVER OF LIFE FOUNDATION EIN 20-5427262 · last filed 990 for 2024