Olivann FY2023 filing

Tax-deductible

Berkeley, CA501(c)(3)Mental HealthEIN 27-2265572Revenue $14.3M in FY2023

On file with the IRS127 University Ave, 94710-1616 · Berkeley, CATax-exempt since Mar 2013Publicly supported charity — 170(b)(1)(A)(vi)

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Provide counseling services to low-income individuals and public servants suffering from trauma;Improve the environment, including creating environmental and educationprograms around restoration ecology, public access to nature, and educationaround sustainable and equitable provision of food, shelter, energy, and materials;Conduct research to promote advancement in the sciences and humanities and develop technologies and processes to facilitate others to do the same; and Make grants to promote the above.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$444K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $2.9M a year · 81% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$444K
to officers and key staff · 64% of spending
Concern: pay to officers and key staff is 64% of spending; over 30%.
Pt VII · Sec A
Cash reserves
14 mo
of spending, in cash
Looks good: 13.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $43.9M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$10
<0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$14.3M
×12 vs prior year
Spent
$690K
To programs
74%
Net assets
$15.5M
By yearFY2020–FY2024
Revenue
$14.3M
FY2023▲ ×12
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$611K
FY2022$1.2M
FY2023$14.3M
FY2024−$9K
Expenses
$690K
FY2023▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$640K
FY2021$667K
FY2022$641K
FY2023$690K
FY2024$827K
Net assets
$15.5M
FY2023▲ +787%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.2M
FY2022$1.7M
FY2023$15.5M
FY2024$16.3M

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $510K Management & general 26% · $180K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990; $444K paid to officers and key staff.

Part VII, Section A · reportable compensation
Treas/Sec/Ed
$241,699Pt VII · Sec A
President
$202,725Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Heather Williams$259,696$241,699$253,719$245,462$236,348
Rocky Kahn$208,572$202,725$189,609$186,256$117,796

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers counseling, environmental restoration, scientific research, and grants to support well-being and sustainability.

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Provided by the organization

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2 programs · $510K · in their own filed words · FY2023
01

Improve the environment, including creating environmental and education programs around restoration ecology, public access to nature, and education around sustainable and equitable provision of food, shelter, energy, and materials; Conduct research to promote advancement in the sciences and humanities and develop technologies and…

$260Kprogram expense
02

Olivann carries out its mission to provide free psychological support services through its Mishnock Center Program in Oakland California. The two target populations for Mishnock are returning veterans and sexual assault survivors with Post Traumatic Stress Disorder.

$250Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$43.9M
Grants paid · 4 grants · $110K · 2020–2021
Monterey Bay AcademyFY2021$18,000
UsrcaCA · FY2020$60,000
Monterey Bay AcademyFY2020$17,000

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$14.3M
Ln 12
Gifts and grantsLn 1h$14.3M
Investment incomeLn 3$28K
Other incomeLn 4–11$5K
Money outPt IX
$690K
Ln 25
Programscol B$510K
Managementcol C$180K
Owns and owesPt X
$15.5M
net assets · Ln 32
Cash and savingsLn 1–2$795K
Total assetsLn 16$15.5M
LiabilitiesLn 26$10
PeoplePt VI, VII
4
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$14.3M
Investment incomeLn 3$28K
Other incomeLn 4–11$5K
Gains on assetsLn 7$3K
Total revenueLn 12$14.3M
Assets in detailPt X, end of year
CashLn 1$35K
SavingsLn 2$760K
Cash and savings togetherLn 1–2$795K
InvestmentsLn 11–13$14.2M
Land, buildings, equipmentLn 10c$515K
Other assetsLn 15$0
Total assetsLn 16$15.5M
LiabilitiesLn 26$10
Net assetsLn 32$15.5M
OperationsPt I, VI
EmployeesI 52
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$863K$795K
InvestmentsLn 11–13$350K$14.2M
Land, buildings, equipmentLn 10c$527K$515K
Total assetsLn 16$1.7M$15.5M
LiabilitiesLn 26$10$10
Net assetsLn 32$1.7M$15.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$487K$388K$99K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$27K$21K$5K
Management feesLn 11a$13K$13K
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$16K$16K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$7K$7K
Advertising and promotionLn 12$0
Office expensesLn 13$20K$20K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$20K$20K
TravelLn 17$485$485
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$9K$2K$8K
Other expenses (24a–d)Ln 24$69K$66K$4K
All other expensesLn 24e$4K$2K$3K
Total functional expensesLn 25$690K$510K$180K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest −$9K$827K−$836K$16.3M 990 PDF
FY2023 Viewing $14.3M$690K$13.6M$15.5M 990 PDF
FY2022 $1.2M$641K$561K$1.7M 990 PDF
FY2021 $611K$667K−$56K$1.2M 990 PDF
FY2020 $1.7M$640K$1.0M$1.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $14,333,329 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,200,000$14,300,000
I-9 Program service revenue$0
I-10 Investment incomePrior year $2,130$27,881
I-11 Other revenue$5,448
I-12 Total revenuePrior year $1,202,130$14,333,329
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $507,826$513,834
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $133,298$176,366
I-18 Total expensesPrior year $641,124$690,200
I-19 Revenue less expensesPrior year $561,006$13,643,129
Part VI · Governance 2 of 3 board members independent, 2 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $14,333,329 across 9 lines filed
VIII-1f All other contributions, gifts and grants$14,300,000
VIII-1h Total contributions, gifts and grants$14,300,000
VIII-3 Investment incomeExcluded from tax $24,884$24,884
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $2,997$2,997
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,448$5,448
VIII-12 Total revenueRelated to mission $2,997 · Excluded from tax $30,332$14,333,329
Part IX · Statement of functional expenses $690,200 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $388,151 · Management $99,052$487,203
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $21,305 · Management $5,326$26,631
IX-11a Management feesManagement $13,085$13,085
IX-11b Legal feesManagement $12,340$12,340
IX-11c Accounting feesManagement $16,150$16,150
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $6,831$6,831
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $20,437$20,437
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $19,800$19,800
IX-17 TravelPrograms $485$485
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $4,457$4,457
IX-23 InsurancePrograms $1,525 · Management $7,691$9,216
IX-24 Other expenses (24a–d)Programs $65,550 · Management $3,704$69,254
IX-24e All other expensesPrograms $1,728 · Management $2,583$4,311
IX-25 Total functional expensesPrograms $509,832 · Management $180,368 · Fundraising $0$690,200
Part X · Balance sheet $15,513,775 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $60,756$34,812
X-2 Savings and temporary cash investmentsStart of year $802,635$759,951
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$6,407
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $8,000$3,669
X-10c Land, buildings and equipment, netStart of year $527,380$515,420
X-11 Publicly traded securities$13,843,516
X-12 Other securities$0
X-13 Program-related investmentsStart of year $350,000$350,000
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,748,771$15,513,775
X-17 Accounts payable and accrued expensesStart of year $10$10
X-26 Total liabilitiesStart of year $10$10
X-27 Net assets without donor restrictionsStart of year $1,748,761$15,513,765
X-32 Total net assets or fund balancesStart of year $1,748,761$15,513,765
X-33 Total liabilities and net assetsStart of year $1,748,771$15,513,775
Part XI · Reconciliation of net assets $15,513,765 net assets at year end
XI-1 Total revenue$14,333,329
XI-2 Total expenses$690,200
XI-3 Revenue less expenses$13,643,129
XI-4 Net assets at start of year$1,748,761
XI-5 Net unrealized gains (losses) on investments$121,875
XI-10 Net assets at end of year$15,513,765

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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