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Nonprofit · EIN 94-1480548

AVENIDAS

Tax-exempt · PALO ALTO, CA 94301

Financials

$7.2M$7M2022$6.5M$7.2M2023$8M$8M2024
Revenue Expenses · by fiscal year end
Financials of AVENIDAS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,989,231$7,968,222$21,009$56,830,306$733,780$56,096,526
June 30, 2024990$6,510,399$7,230,534-$720,135$54,083,503$668,610$53,414,893
June 30, 2023990$7,181,257$7,011,863$169,394$52,425,015$817,203$51,607,812
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,112,187
of which government grants
$1,967,916
Program service revenue
$2,244,603
Investment income
$1,620,378
Net rental income
$18,056
Net gain from sales of assets
$462,763
Net income from fundraising events
-$5,993
Other revenue
$12,063

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$466,223
Other salaries and wages
$3,951,844
Salaries, compensation and benefits (total)
$5,123,737
Professional fundraising fees
$0
Legal fees
$1,680
Accounting fees
$45,200
Occupancy
$349,440
Travel
$26,993
Depreciation
$737,502
Program services (functional)
$6,280,143
Management and general (functional)
$1,282,857
Fundraising (functional)
$405,222

Balance sheet and other

Total assets, start of year
$54,083,503
Total assets, end of year
$56,830,306
Total liabilities, end of year
$733,780
Net assets, end of year
$56,096,526
Land, buildings and equipment
$17,551,567
Publicly traded securities
$36,897,160
Net assets without donor restrictions
$52,576,641
Net assets with donor restrictions
$3,519,885
Gross receipts
$9,043,724
Employees
69
Volunteers
273
Year formed
1961
State of legal domicile
CA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KRISTINA LUGOPRESIDENT/CEO
Officer
40$210,040$7,550
MAUREEN BREENCFO/VP, FINANCE & ADMIN
Officer
40$175,503$19,123
JENNIFER LUOCONTROLLER
Highest-paid employee
40$134,140$17,303
NISHA KOULVP, FUND DEVELOPMENT
Highest-paid employee
40$144,383$3,795
MICHELLE SHINSEKIVP, MARKETING & COMMUNICATIONS
Highest-paid employee
40$138,720$5,386
TRACY MCCLOUDCENTER DIRECTOR
Highest-paid employee
40$121,372$15,873
NANCY KEEGANPROGRAM DIRECTOR
Highest-paid employee
40$111,339$12,061
CHUCK KISSNERCHAIR
Trustee or director, Officer
10$0$0
DAVID GORDONVICE CHAIR
Trustee or director, Officer
10$0$0
JOHN COUCHTREASURER
Trustee or director, Officer
8$0$0
ELLEN TURBOWSECRETARY
Trustee or director, Officer
8$0$0
DONALD BARRDIRECTOR AT LARGE
Trustee or director
2$0$0
ANDREW CHANGDIRECTOR AT LARGE
Trustee or director
2$0$0
PETER FUNGDIRECTOR AT LARGE
Trustee or director
2$0$0
MEENA ELLIOTTDIRECTOR AT LARGE
Trustee or director
2$0$0
10 more people on this return
NameTitleHours / weekCompensation
MANPREET GROVERDIRECTOR AT LARGE
Trustee or director
2$0
JUDY KLEINBERGDIRECTOR AT LARGE
Trustee or director
2$0
LIZ KNISSDIRECTOR AT LARGE
Trustee or director
2$0
KAREN KRONICKDIRECTOR AT LARGE
Trustee or director
2$0
DIANE MORRISDIRECTOR AT LARGE (THRU 3/6/25)
Trustee or director
2$0
JUAN PELAYODIRECTOR AT LARGE
Trustee or director
2$0
STEVE PLAYERDIRECTOR AT LARGE
Trustee or director
2$0
MIKE RANTZDIRECTOR AT LARGE
Trustee or director
2$0
CARL THOMSENDIRECTOR AT LARGE
Trustee or director
2$0
LANIE WHEELERDIRECTOR AT LARGE
Trustee or director
2$0
990 for the year ended June 30, 2024: 28 people
NameTitleHours / weekCompensationOther / benefits
AMY YOTOPOULOSPRESIDENT/CEO (THRU 5/23/24)
Officer
40$237,600$7,646
MAUREEN BREENCFO/VICE PRESIDENT, FINANCE & ADMIN
Officer
40$173,654$18,073
KRISTINA LUGOVP, PROGRAMS/CEO (STARTING 5/1/24)
Officer
40$173,104$6,396
TRACY MCCLOUDPROGRAM MANAGER
Highest-paid employee
40$150,778$15,025
JENNIFER LUOCONTROLLER
Highest-paid employee
40$121,715$15,705
JOHN SINKVICE PRESIDENT, PROGRAMS
Highest-paid employee
26$116,996$16,772
ANGELICA KAMAUDIRECTOR, HEALTH SERVICES
Highest-paid employee
40$111,430$16,816
NANCY KEEGANDIRECTOR, ARKC
Highest-paid employee
40$107,848$11,167
DAVID GORDONCHAIR
Trustee or director, Officer
10$0$0
CHUCK KISSNERVICE CHAIR
Trustee or director, Officer
10$0$0
JOHN COUCHTREASURER
Trustee or director, Officer
8$0$0
ELLEN TURBOWSECRETARY
Trustee or director, Officer
8$0$0
DONALD BARRDIRECTOR AT LARGE
Trustee or director
2$0$0
ANDREW CHANGDIRECTOR AT LARGE
Trustee or director
2$0$0
MICHAEL COUCHDIRECTOR AT LARGE
Trustee or director
2$0$0
MEENA ELLIOTTDIRECTOR AT LARGE
Trustee or director
2$0$0
BILL FRIEDMANDIRECTOR AT LARGE
Trustee or director
2$0$0
JUDY KLEINBERGDIRECTOR AT LARGE
Trustee or director
2$0$0
JULIE LAUDIRECTOR AT LARGE
Trustee or director
2$0$0
DIANE MORRISDIRECTOR AT LARGE
Trustee or director
2$0$0
MARGO OGUSDIRECTOR AT LARGE
Trustee or director
2$0$0
LARS OSTERBERG MDDIRECTOR AT LARGE
Trustee or director
2$0$0
STEVE PLAYERDIRECTOR AT LARGE
Trustee or director
2$0$0
MIKE RANTZDIRECTOR AT LARGE
Trustee or director
2$0$0
ALLEAN RICHTERDIRECTOR AT LARGE (THRU 2/1/24)
Trustee or director
2$0$0
RICK STERNDIRECTOR AT LARGE
Trustee or director
2$0$0
CARL THOMSENDIRECTOR AT LARGE
Trustee or director
2$0$0
HSIEN-CHUNG WOODIRECTOR AT LARGE
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 27 people
NameTitleHours / weekCompensationOther / benefits
AMY YOTOPOULOSPRESIDENT/CEO
Officer
40$233,483$6,092
MAUREEN BREENCFO/VICE PRESIDENT, FINANCE & ADMIN
Officer
40$167,380$17,274
KRISTINA LUGOVICE PRESIDENT, PROGRAMS
Key employee
40$163,358$6,049
DWANE S ANDERSONVICE PRESIDENT, FUND DEVELOPMENT
Highest-paid employee
40$149,139$11,244
JOHN SINKVP, PROGRAMS
Highest-paid employee
32$136,763$16,738
KARI MARTELVP, MARKETING & COMMUNICATIONS
Highest-paid employee
40$121,248$13,868
JENNIFER LUOCONTROLLER
Highest-paid employee
40$115,254$14,902
NANCY KEEGANDIRECTOR, ARKC
Highest-paid employee
40$107,993$10,654
RICK STERNCHAIR
Trustee or director, Officer
10$0$0
DAVID GORDONVICE CHAIR
Trustee or director, Officer
10$0$0
JOHN COUCHTREASURER
Trustee or director, Officer
8$0$0
BARBARA CARLITZSECRETARY
Trustee or director, Officer
8$0$0
DON BARRDIRECTOR AT LARGE
Trustee or director
2$0$0
TERRY CLARKDIRECTOR AT LARGE
Trustee or director
2$0$0
MICHAEL COUCHDIRECTOR AT LARGE
Trustee or director
2$0$0
CHRIS DOUVOSDIRECTOR AT LARGE
Trustee or director
2$0$0
BILL FRIEDMANDIRECTOR AT LARGE
Trustee or director
2$0$0
CHUCK KISSNERDIRECTOR AT LARGE
Trustee or director
2$0$0
JUDY KLEINBERGDIRECTOR AT LARGE
Trustee or director
2$0$0
JULIE LAUDIRECTOR AT LARGE
Trustee or director
2$0$0
HANK MASSEYDIRECTOR AT LARGE
Trustee or director
2$0$0
MARGO OGUSDIRECTOR AT LARGE
Trustee or director
2$0$0
LARS OSTERBERG MDDIRECTOR AT LARGE
Trustee or director
2$0$0
STEVE PLAYERDIRECTOR AT LARGE
Trustee or director
2$0$0
MIKE RANTZDIRECTOR AT LARGE
Trustee or director
2$0$0
ALLEAN RICHTERDIRECTOR AT LARGE
Trustee or director
2$0$0
ELLEN TURBOWDIRECTOR AT LARGE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
450 BRYANT ST, PALO ALTO, CA 94301-1701
In care of
% AVEN
Principal officer (990 for 2024)
KRISTINA LUGO, 450 BRYANT STREET, PALO ALTO, CA 94301
Signed the 990
MAUREEN BREEN, CFO/VP, FINANCE AND ADMIN
Phone
(650) 289-5400
Return prepared by
HOOD & STRONG LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-1480548 or by the name AVENIDAS.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE MISSION OF AVENIDAS IS TO HELP OLDER ADULTS IN OUR COMMUNITY BE AS ACTIVE, ENGAGED AND HEALTHY AS POSSIBLE THROUGHOUT THEIR LIVES BY PROVIDING RELEVANT SERVICES AND PROGRAMS.

990 for the year ended June 30, 2025

Program accomplishments

  • AVENIDAS ROSE KLEINER CENTER: ADULT DAY HEALTH CARE PROVIDES TRANSPORTATION, NUTRITION, RECREATION, SOCIAL SERVICE, AND HEALTH SERVICES (INCLUDING NURSING CARE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, DIETARY AND SPEECH THERAPY) TO FRAIL SENIORS AND DEPENDENT ADULTS. THE AVENIDAS ROSE KLEINER CENTER HAD 12,897 DAYS OF SERVICE PROVIDED TO 134 UNDUPLICATED CLIENTS.
    Expenses $3,290,955 · revenue $1,318,685
  • SOCIAL WORK SERVICES - AVENIDAS SOCIAL WORK SERVICES HELPS 789 CLIENTS THAT ARE OLDER ADULTS AND CAREGIVERS NAVIGATE COMPLEX LEGAL, FINANCIAL, AND HEALTHCARE SYSTEMS WHILE PROVIDING ENHANCED CARE MANAGEMENT TO 429 CLIENTS WHO ARE HIGH-NEED MEDI-CAL RECIPIENTS TO COORDINATE MEDICAL AND SOCIAL GOALS. THE PROGRAM ALSO FEATURES COMMUNITY HEALTH WORKERS WHO OFFER EDUCATION ON CHRONIC DISEASE MANAGEMENT TO IMPROVE HEALTH OUTCOMES AND SUPPORT LONG-TERM INDEPENDENCE. BY CONNECTING INDIVIDUALS TO ESSENTIAL COMMUNITY RESOURCES LIKE FOOD BANKS AND TRANSPORTATION, AVENIDAS ENSURES A HOLISTIC APPROACH TO SENIOR WELLNESS AND CAREGIVER SUPPORT.
    Expenses $1,455,055 · revenue $311,880
  • PARTICIPANT & HEALTH SERVICES: PROVIDES RECEPTION, REGISTRATION, MEMBERSHIP TO OLDER ADULTS, AND FACILITATES THE PROVISION OF EDUCATION, RECREATION, AND SOCIAL SERVICES. WE HAD 11,989 REGISTRATIONS WITH 62,098 INDIVIDUAL SERVICE ENCOUNTERS PROVIDED TO 1,746 LIFELONG LEARNING PARTICIPANTS AND 802 HEALTH AND WELLNESS PARTICIPANTS AND ACROSS THE AGENCY.
    Expenses $785,047 · revenue $238,175
  • ADDITIONAL PROGRAMS INCLUDING AVENIDAS VILLAGE (403 MEMBERS), TRANSPORTATION INCLUDING DELIVERIES (4,052 SERVICES PROVIDED), CHINESE COMMUNITY CENTER (632 REGISTRATIONS), VOLUNTEER SERVICES (PROVIDING 9,329 SERVICE HOURS BY 273 VOLUNTEERS, AND 155 UNDUPLICATED PARTICIPANTS ATTENDED SPECIAL EVENTS UNDER OUR AVENIDAS RAINBOW COLLECTIVE PROGRAM FOR LGBTQ SENIORS. SERVICES CONTINUED WITH A MIXTURE OF REMOTE, HYBRID, AND PRE-REGISTERED IN-PERSON OFFERINGS TO MEET THE NEEDS OF OUR PARTICIPANTS.
    Expenses $749,086 · revenue $375,863

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-1480548
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
1964
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P810)
Assets (IRS master file)
$56,830,306
Income (IRS master file)
$9,043,724

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,989,231$7,968,222$56,830,306XML
990June 2024$6,510,399$7,230,534$54,083,503IRS
990June 2023$7,181,257$7,011,863$52,425,015XML
990June 2022$6,728,403$6,457,124$49,752,413IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––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 94-1480548).

Questions about AVENIDAS

What is the EIN of AVENIDAS?
The employer identification number (EIN) of AVENIDAS is 94-1480548.
Is AVENIDAS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to AVENIDAS tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does AVENIDAS 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 AVENIDAS due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AVENIDAS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of AVENIDAS?
The 990 for the year ended June 30, 2025 names KRISTINA LUGO.
Who are the officers and directors of AVENIDAS?
The 990 for the year ended June 30, 2025 lists 25 people; 7 received compensation from the organization, the highest $210,040 (KRISTINA LUGO, PRESIDENT/CEO).
How much revenue does AVENIDAS have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,989,231, expenses of $7,968,222 and total assets of $56,830,306 at year end.

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