2025-05-15T14:53:13-05:00 2024-06-30 582487348 Aprio Advisory Group LLC 150 Post Street Suite 200 San Francisco CA 94108 990 2023-07-01 941422463 Vivalon VIVA 4154569062 930 Tamalpais Avenue San Rafael CA 94091 Brad Kinnish CFO 4154569062 2025-05-14 1 1 Stacy Cullen P00974308 4157774488 2025-05-14 2023 2025-03-06 01:10:19Z Brad Kinnish 930 Tamalpais Avenue San Rafael CA 94091 20396012 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. 9 9 273 162 0 0 6346865 4711606 9778031 15297924 102077 205017 -46543 168815 16180430 20383362 0 0 0 0 7832520 11405186 0 0 1196072 5342199 6736528 13174719 18141714 3005711 2241648 24960749 29911057 6029754 8659558 18930995 21251499 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 10945463 14261044 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. 460435 455070 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. 2021062 763275 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. 13426960 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 67 0 1 273 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Soora Nelson 4154569062 930 Tamalpais Avenue San Rafael CA 94091 Douglas Reilly President 2.00 X X 0 0 0 Doug Mowbray Vice President 2.00 X X 0 0 0 Tom Bonomi Treasurer 2.00 X X 0 0 0 Melanie Rempe Secretary 2.00 X X 0 0 0 Julie Begley Board Member 2.00 X 0 0 0 Paul Castro Board Member 2.00 X 0 0 0 Diane Doodha Board Member 2.00 X 0 0 0 Kenneth Gosliner Board Member 2.00 X 0 0 0 Dan Reidy Board Member 2.00 X 0 0 0 Wynnelena Canlas Canio Board Member (LEFT JUN) 2.00 X 0 0 0 Carla Overberger Board Member (JUL-AUG) 2.00 X 0 0 0 Beth Reizman Board Member (JUL-AUG) 2.00 X 0 0 0 Joe O'Hehir CEO (APR-Present) 40.00 X 0 0 0 Anne M Grey CEO (JUL-MAR) 40.00 X 245564 0 0 Brad Kinnish CFO (JUN-Present) 40.00 X 0 0 0 Jeffrey Wands CFO (LEFT MAY) 40.00 X 184550 0 0 Erick Villalobos Chief Transportation Officer 40.00 X 191833 0 0 Ashley Baker Chief People Person 40.00 X 173256 0 0 Kristen L McCall Chief Mktg. & Dev. Officer 40.00 X 132480 0 0 Stephanie M McNally Chief Program Officer 40.00 X 114016 0 0 Yvonne Roberts Chief Donor Relations Officer 40.00 X 133922 0 0 Michele Levine Healthy Aging Programs Manager 40.00 X 106518 0 0 1282139 0 0 8 0 1 0 0 88125 298898 4324583 123433 4711606 Transportation Contracts 480000 14227121 14227121 Active Aging Center Income 900099 569921 569921 Nutrition Services 624210 455070 455070 Membership Income 900099 29669 29669 Room Rental Income 900099 16143 16143 15297924 85301 85301 119716 0 119716 119716 119716 0 88125 12650 -12650 -12650 Other Income 900099 147542 147542 Shop Income 900099 33923 33923 181465 20383362 15479389 0 192367 1052258 735098 248832 68328 8414962 5878619 1989924 546419 96248 82009 9050 5189 909348 774819 85502 49027 932370 732315 153345 46710 54498 13311 35087 6100 34590 8448 22270 3872 15429 15429 330832 64396 236923 29513 208699 12670 2610 193419 158729 21208 44376 93145 387538 179928 181323 26287 674951 551214 106195 17542 299696 217670 82026 1261136 1217656 27461 16019 379437 330931 35522 12984 Vehicle Leasing/Mainten 1751501 1750226 1275 Staff Expenses 333062 226441 95489 11132 Food & Kitchen Supplies 237589 237589 Repairs & Maintenance 196067 109617 86162 288 412774 282795 59881 70098 18141714 13426960 3518682 1196072 6364975 513830 563447 569392 230714 1951229 1663472 30298 92240 94666 218029 24389171 5078796 2785565 19310375 1678177 1436534 1094347 1128907 10392100 4753509 24960749 29911057 3422920 1411974 460 150 1000000 2140545 1606374 5106889 6029754 8659558 X 15208138 19288511 3722857 1962988 18930995 21251499 24960749 29911057 X 2241648 28867 15429 34560 X X 0 1 X 1 0 X 12118633 6832922 7042635 6300322 4711606 37006118 12118633 6832922 7042635 6300322 4711606 37006118 2531154 34474964 58046 45468 45716 61551 85301 296082 181465 181465 37483665 31373731 0.91970 0.97190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1488018 1488018 18461637 1908497 16553140 335804 335804 0 724537 459548 264989 3379175 2374947 1004228 19310375 Accrued Interest 10948 Rental and Other Deposits 32330 Right of Use Assets - Operating lease 1117896 Right of Use Assets - Finance Lease 3592335 4753509 Operating Lease 1187999 Finance Lease 3760901 Other Liabilities 157989 5106889 X 20431360 28867 34560 63427 20367933 15429 15429 20383362 18126285 0 18126285 15429 15429 18141714 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 2021. Part XI, Line 2d - Other Adjustments: Change in Programmatic Equity Instrument 34,560. Schedule D-Line 2d Change in Programmatic Equity Instrument Masquerade Soiree d'Elegance 88125 88125 12650 88125 88125 12650 12650 -12650 X X 0 0 0 0 0 0 0 0 0 Anne M Grey CEO (JUL-MAR) 235564 0 10000 0 0 0 0 0 0 0 245564 0 0 0 Erick Villalobos Chief Transportation Officer 184333 0 7500 0 0 0 0 0 0 0 191833 0 0 0 Jeffrey Wands CFO (LEFT MAY) 177050 0 7500 0 0 0 0 0 0 0 184550 0 0 0 Ashley Baker Chief People Person 165756 0 7500 0 0 0 0 0 0 0 173256 0 0 0 X 1 8100 FMV X 2 112919 FMV X 6 2414 FMV 0 0 0 0 Form 990, Part VI, Section A, line 2 Doug Mowbray and Kenneth Gosliner share a family relationship. 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 34,560. Form 990, Part XII, Line 2c: No change in process from prior year.