Avivo FY2021 filing

Tax-deductible

Minneapolis, MN501(c)(3)Since 1956Human ServicesEIN 41-0828779Revenue $39.6M in FY2021

On file with the IRSavivomn.org1900 Chicago Ave, 55404-1903 · Minneapolis, MNTax-exempt since Nov 1958Publicly supported charity — 170(b)(1)(A)(vi)

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Avivo increases well-being through recovery and career advancement while working to end homelessness.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$835K 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

FY2021 · 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
2 of 5
filings with a surplus
Average surplus $691K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$835K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $244K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$15.4M
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$39.6M
+11% vs prior year
Spent
$35.6M
To programs
89%
Net assets
$12.4M
By yearFY2020–FY2024
Revenue
$39.6M
FY2021▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$35.7M
FY2021$39.6M
FY2022$36.0M
FY2023$36.8M
FY2024$41.0M
Expenses
$35.6M
FY2021▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$31.3M
FY2021$35.6M
FY2022$38.4M
FY2023$39.1M
FY2024$41.5M
Net assets
$12.4M
FY2021▲ +48%
Tap a bar for its year
Net assets by fiscal year
FY2020$8.3M
FY2021$12.4M
FY2022$10.0M
FY2023$7.8M
FY2024$7.3M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1958.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $31.7M Management & general 9% · $3.2M Fundraising 2% · $697K

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

23 people listed on the 990; $835K paid to officers and key staff.

Part VII, Section A · reportable compensation
President and CEO
$248,760Pt VII · Sec A
$186,549Pt VII · Sec A
VP External Relations
$147,502Pt VII · Sec A
VP of Career Education & Employment Services
$131,840Pt VII · Sec A
VP of Recovery Services
$120,055Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Kelly Matter’s $248K as President/CEO is at the 62nd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Kelly Matter$247,723$268,040$243,708$248,760$234,250
Darcy Flinn———$186,549$204,722
Khushbu Kapoor$176,768————
Bruce Wenger$136,360$137,822$170,998$147,502$170,127
Charles Morgan——$156,951$120,055—
Emily Bastian—$147,809$152,142—$146,813
Mette McLoughlin$134,333$134,905$135,172—$109,141
Erik Aamoth———$131,840—

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 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps people recover, advance careers, and find housing to improve their lives.

Provided by the organization

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3 programs · $31.7M · in their own filed words · FY2021
01

Ending homelessness- avivo's ending homelessnes division uniquely pairs housing and shelter services with medical care, treatment, employment services and training depending on the individual's needs to support people experiencing homelessness find and keep permanent housing, shelter and support in order to take their next best steps to…

$15.7Mprogram expense
02

Integrated chemical & mental health services- avivo's chemical and mental health team provides integrated outpatient and residential substance use and mental health treatment. Many of the individuals we serve are experiencing homelessness AND/OR are living in poverty.

$8.5Mprogram expense
03

Career education & employment services-avivo's licensed and accredited institute for career and technical training provides a broad range of assessment and short-term contextualized, credentialed, industry approved post-secondary career-based training.

$7.5Mprogram 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 · FY2025
Total grants receivedfrom 1 funder$244K
Grants paid · 2 grants · $868K · 2020–2022
Unitemized GrantFY2022$480,369
Unitemized GrantFY2020$388,022

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$39.6M
Ln 12
Gifts and grantsLn 1h$26.2M
Fees for servicesLn 2g$13.2M
Other incomeLn 4–11$148K
Money outPt IX
$35.6M
Ln 25
Programscol B$31.7M
Managementcol C$3.2M
Fundraisingcol D$697K
Owns and owesPt X
$12.4M
net assets · Ln 32
Cash and savingsLn 1–2$5.4M
Total assetsLn 16$27.7M
LiabilitiesLn 26$15.4M
PeoplePt VI, VII
23
listed · VII A
PaidVII A5
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$26.2M
Government grantsLn 1e$24.0M
Fees for servicesLn 2g$13.2M
Investment incomeLn 3$19K
Other incomeLn 4–11$148K
Gains on assetsLn 7$14K
Total revenueLn 12$39.6M
Assets in detailPt X, end of year
SavingsLn 2$5.4M
Cash and savings togetherLn 1–2$5.4M
Land, buildings, equipmentLn 10c$17.2M
Other assetsLn 15$454K
Total assetsLn 16$27.7M
LiabilitiesLn 26$15.4M
Net assetsLn 32$12.4M
OperationsPt I, VI
EmployeesI 5497
VolunteersI 6611
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$6.8M$5.4M
Land, buildings, equipmentLn 10c$17.7M$17.2M
Total assetsLn 16$29.9M$27.7M
LiabilitiesLn 26$21.5M$15.4M
Net assetsLn 32$8.3M$12.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$5.1M$5.1M
Pay of current officers, directors and key staffLn 5$884K$708K$177K
Other salaries and wagesLn 7$17.4M$15.3M$1.8M$272K
Pension plan contributionsLn 8$401K$352K$44K$4K
Other employee benefitsLn 9$1.6M$1.4M$172K$17K
Payroll taxesLn 10$1.2M$1.0M$120K$18K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$55K$55K
Lobbying feesLn 11d$49K$49K
Other fees for servicesLn 11g$975K$603K$56K$316K
Advertising and promotionLn 12$22K$22K
Office expensesLn 13$1.4M$1.2M$135K$15K
OccupancyLn 16$3.6M$3.4M$147K$21K
TravelLn 17$104K$103K$1K$6
Conferences, conventions and meetingsLn 19$147K$79K$52K$16K
InterestLn 20$378K$372K$3K$2K
Depreciation, depletion and amortizationLn 22$1.2M$993K$179K$2K
InsuranceLn 23$192K$121K$69K$2K
Other expenses (24a–d)Ln 24$972K$855K$106K$11K
Total functional expensesLn 25$35.6M$31.7M$3.2M$697K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $41.0M$41.5M−$495K$7.3M 990 PDF
FY2023 $36.8M$39.1M−$2.2M$7.8M 990 PDF
FY2022 $36.0M$38.4M−$2.3M$10.0M 990 PDF
FY2021 Viewing $39.6M$35.6M$4.0M$12.4M 990 PDF
FY2020 $35.7M$31.3M$4.5M$8.3M 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 FY2021 990 (6 parts)
Part I · Summary $39,599,118 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $24,171,447$26,201,154
I-9 Program service revenuePrior year $11,642,379$13,230,385
I-10 Investment incomePrior year −$69,006$19,111
I-11 Other revenuePrior year $2,542$148,468
I-12 Total revenuePrior year $35,747,362$39,599,118
I-13 Grants and similar amounts paidPrior year $5,943,980$5,083,468
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $18,811,582$21,419,777
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,526,147$9,058,895
I-18 Total expensesPrior year $31,281,709$35,562,140
I-19 Revenue less expensesPrior year $4,465,653$4,036,978
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $39,599,118 across 9 lines filed
VIII-1a Federated campaigns$312,499
VIII-1e Government grants$23,953,128
VIII-1f All other contributions, gifts and grants$1,935,527
VIII-1h Total contributions, gifts and grants$26,201,154
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,230,385$13,230,385
VIII-3 Investment incomeExcluded from tax $5,121$5,121
VIII-7 Net gain or loss on sales of assetsExcluded from tax $13,990$13,990
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $148,468$148,468
VIII-12 Total revenueRelated to mission $13,230,385 · Unrelated business $0 · Excluded from tax $167,579$39,599,118
Part IX · Statement of functional expenses $35,562,140 across 19 lines filed
IX-2 Grants to domestic individualsPrograms $5,083,468$5,083,468
IX-5 Pay of current officers, directors and key staffPrograms $707,563 · Management $176,891$884,454
IX-7 Other salaries and wagesPrograms $15,346,866 · Management $1,761,439 · Fundraising $271,662$17,379,967
IX-8 Pension plan contributionsPrograms $352,340 · Management $44,049 · Fundraising $4,297$400,686
IX-9 Other employee benefitsPrograms $1,384,009 · Management $171,699 · Fundraising $17,008$1,572,716
IX-10 Payroll taxesPrograms $1,044,192 · Management $119,523 · Fundraising $18,239$1,181,954
IX-11b Legal feesManagement $3,700$3,700
IX-11c Accounting feesManagement $54,905$54,905
IX-11d Lobbying feesManagement $49,333$49,333
IX-11g Other fees for servicesPrograms $602,513 · Management $56,113 · Fundraising $316,459$975,085
IX-12 Advertising and promotionManagement $21,534$21,534
IX-13 Office expensesPrograms $1,229,248 · Management $134,826 · Fundraising $15,396$1,379,470
IX-16 OccupancyPrograms $3,439,787 · Management $147,296 · Fundraising $21,126$3,608,209
IX-17 TravelPrograms $102,952 · Management $1,093 · Fundraising $6$104,051
IX-19 Conferences, conventions and meetingsPrograms $79,299 · Management $51,674 · Fundraising $15,929$146,902
IX-20 InterestPrograms $372,451 · Management $2,961 · Fundraising $2,112$377,524
IX-22 Depreciation, depletion and amortizationPrograms $992,952 · Management $178,757 · Fundraising $2,232$1,173,941
IX-23 InsurancePrograms $121,068 · Management $69,137 · Fundraising $2,232$192,437
IX-24 Other expenses (24a–d)Programs $854,868 · Management $106,262 · Fundraising $10,674$971,804
IX-25 Total functional expensesPrograms $31,713,576 · Management $3,151,192 · Fundraising $697,372$35,562,140
Part X · Balance sheet $27,736,019 assets, 16 lines filed
X-2 Savings and temporary cash investmentsStart of year $6,756,559$5,389,051
X-3 Pledges and grants receivableStart of year $166,744$366,000
X-4 Accounts receivableStart of year $4,199,555$3,386,847
X-9 Prepaid expenses and deferred chargesStart of year $928,196$967,880
X-10c Land, buildings and equipment, netStart of year $17,732,036$17,171,994
X-15 Other assetsStart of year $73,191$454,247
X-16 Total assetsStart of year $29,856,281$27,736,019
X-17 Accounts payable and accrued expensesStart of year $3,502,305$2,232,003
X-19 Deferred revenueStart of year $254,979$0
X-20 Tax-exempt bond liabilitiesStart of year $4,653,782$4,382,393
X-25 Other liabilitiesStart of year $4,536,879$3,445,224
X-26 Total liabilitiesStart of year $21,512,046$15,354,806
X-27 Net assets without donor restrictionsStart of year $6,368,765$10,547,823
X-28 Net assets with donor restrictionsStart of year $1,975,470$1,833,390
X-32 Total net assets or fund balancesStart of year $8,344,235$12,381,213
X-33 Total liabilities and net assetsStart of year $29,856,281$27,736,019
Part XI · Reconciliation of net assets $12,381,213 net assets at year end
XI-1 Total revenue$39,599,118
XI-2 Total expenses$35,562,140
XI-3 Revenue less expenses$4,036,978
XI-4 Net assets at start of year$8,344,235
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$12,381,213

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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