Avivo FY2023 filing

Tax-deductible

Minneapolis, MN501(c)(3)Since 1956Human ServicesEIN 41-0828779

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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.
88¢ of each $1 spent went to programs.
$932K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
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
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$932K
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
<1 mo
of spending, in cash
Worth a look: 0.5 months of spending in cash; under 1.
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
$16.1M
67% of total assets
Worth a look: liabilities are 67% of assets; over 65%.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$36.8M
+2% vs prior year
Spent
$39.1M
To programs
88%
Net assets
$7.8M
By yearFY2020–FY2024
Revenue
$36.8M
FY2023▲ +2%
Revenue by fiscal year
FY2020$35.7M
FY2021$39.6M
FY2022$36.0M
FY2023$36.8M
FY2024$41.0M
Expenses
$39.1M
FY2023▲ +2%
Expenses by fiscal year
FY2020$31.3M
FY2021$35.6M
FY2022$38.4M
FY2023$39.1M
FY2024$41.5M
Net assets
$7.8M
FY2023▼ -22%
Net assets by fiscal year
FY2020$8.3M
FY2021$12.4M
FY2022$10.0M
FY2023$7.8M
FY2024$7.3M

From the FY2023 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

88 cents of each dollar spent went to programs.

Program services 88% · $34.3M Management & general 10% · $3.8M Fundraising 2% · $917K

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

22 people listed on the 990; $932K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$268,040Pt VII · Sec A
VP Ending Homelessness
$147,809Pt VII · Sec A
VP External Relations
$137,822Pt VII · Sec A
VP Human Resources
$134,905Pt VII · Sec A
VP Information Technology & Compliance
$128,343Pt VII · Sec A
VP Career Ed & Employment Svcs
$114,699Pt 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 program services account for $34.3M of program spending, described in the organization's own filed words · FY2023.
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…

$16.2Mprogram expense
02

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.

$10.0Mprogram expense
03

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.

$8.2Mprogram expense

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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 FY2023 990, line by line.

1The main four
Money inPt VIII
$36.8M
Ln 12
Gifts and grantsLn 1h$26.2M
Fees for servicesLn 2g$9.9M
Other incomeLn 4–11$459K
Money outPt IX
$39.1M
Ln 25
Programscol B$34.3M
Managementcol C$3.8M
Fundraisingcol D$917K
Owns and owesPt X
$7.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$23.9M
LiabilitiesLn 26$16.1M
PeoplePt VI, VII
22
listed · VII A
PaidVII A6
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$26.2M
Government grantsLn 1e$23.2M
Noncash giftsLn 1g$499K
Fundraising eventsLn 1c$176K
Fees for servicesLn 2g$9.9M
Investment incomeLn 3$360K
Other incomeLn 4–11$459K
Gains on assetsLn 7$348K
Total revenueLn 12$36.8M
Assets in detailPt X, end of year
CashLn 1$889K
SavingsLn 2$576K
Cash and savings togetherLn 1–2$1.5M
Land, buildings, equipmentLn 10c$12.1M
Other assetsLn 15$4.2M
Total assetsLn 16$23.9M
LiabilitiesLn 26$16.1M
Net assetsLn 32$7.8M
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 FY23End FY23
Cash and savingsLn 1–2$2.8M$1.5M
Land, buildings, equipmentLn 10c$15.5M$12.1M
Total assetsLn 16$24.5M$23.9M
LiabilitiesLn 26$14.4M$16.1M
Net assetsLn 32$10.0M$7.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$7.0M$7.0M
Pay of current officers, directors and key staffLn 5$285K$228K$57K
Other salaries and wagesLn 7$18.5M$15.9M$2.0M$544K
Pension plan contributionsLn 8$399K$321K$67K$10K
Other employee benefitsLn 9$2.1M$1.7M$358K$52K
Payroll taxesLn 10$1.4M$1.2M$146K$39K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$108K$108K
Lobbying feesLn 11d$63K$63K
Other fees for servicesLn 11g$1.4M$937K$245K$187K
Advertising and promotionLn 12$39K$4K$32K$3K
Office expensesLn 13$1.4M$1.3M$79K$9K
Information technologyLn 14$349K$303K$38K$8K
OccupancyLn 16$3.6M$3.5M$90K$25K
TravelLn 17$144K$143K$1K$79
Conferences, conventions and meetingsLn 19$163K$92K$47K$24K
InterestLn 20$378K$339K$37K$2K
Depreciation, depletion and amortizationLn 22$877K$762K$112K$3K
InsuranceLn 23$302K$95K$204K$3K
Other expenses (24a–d)Ln 24$547K$476K$66K$6K
All other expensesLn 24e$110K$105K$3K$2K
Total functional expensesLn 25$39.1M$34.3M$3.8M$917K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $41.0M$41.5M−$495K$7.3M 990 PDF
FY2023 Viewing $36.8M$39.1M−$2.2M$7.8M 990 PDF
FY2022 $36.0M$38.4M−$2.3M$10.0M 990 PDF
FY2021 $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 FY2023 990 (4 parts)
Part VIII · Statement of revenue $36,849,671 across 12 lines filed
VIII-1a Federated campaigns$281,400
VIII-1c Fundraising events$176,000
VIII-1e Government grants$23,237,846
VIII-1f All other contributions, gifts and grants$2,479,073
VIII-1g Noncash contributions (included above)$499,001
VIII-1h Total contributions, gifts and grants$26,174,319
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,856,284$9,856,284
VIII-3 Investment incomeExcluded from tax $11,903$11,903
VIII-7 Net gain or loss on sales of assetsExcluded from tax $348,441$348,441
VIII-8 Net income from fundraising eventsExcluded from tax $120,484$120,484
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $338,240$338,240
VIII-12 Total revenueRelated to mission $9,856,284 · Unrelated business $0 · Excluded from tax $819,068$36,849,671
Part IX · Statement of functional expenses $39,054,974 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $6,950,095$6,950,095
IX-5 Pay of current officers, directors and key staffPrograms $228,375 · Management $57,093$285,468
IX-7 Other salaries and wagesPrograms $15,934,046 · Management $2,049,468 · Fundraising $543,796$18,527,310
IX-8 Pension plan contributionsPrograms $321,427 · Management $67,372 · Fundraising $9,971$398,770
IX-9 Other employee benefitsPrograms $1,701,144 · Management $357,878 · Fundraising $51,765$2,110,787
IX-10 Payroll taxesPrograms $1,191,957 · Management $146,250 · Fundraising $39,434$1,377,641
IX-11b Legal feesManagement $5,979$5,979
IX-11c Accounting feesManagement $107,863$107,863
IX-11d Lobbying feesManagement $63,333$63,333
IX-11g Other fees for servicesPrograms $936,620 · Management $244,917 · Fundraising $187,304$1,368,841
IX-12 Advertising and promotionPrograms $3,507 · Management $32,104 · Fundraising $3,004$38,615
IX-13 Office expensesPrograms $1,296,044 · Management $78,877 · Fundraising $9,305$1,384,226
IX-14 Information technologyPrograms $302,813 · Management $38,251 · Fundraising $8,127$349,191
IX-16 OccupancyPrograms $3,450,743 · Management $90,112 · Fundraising $24,937$3,565,792
IX-17 TravelPrograms $142,558 · Management $1,239 · Fundraising $79$143,876
IX-19 Conferences, conventions and meetingsPrograms $91,811 · Management $47,060 · Fundraising $23,806$162,677
IX-20 InterestPrograms $338,575 · Management $36,837 · Fundraising $2,468$377,880
IX-22 Depreciation, depletion and amortizationPrograms $762,043 · Management $112,473 · Fundraising $2,899$877,415
IX-23 InsurancePrograms $94,590 · Management $204,162 · Fundraising $2,899$301,651
IX-24 Other expenses (24a–d)Programs $475,902 · Management $65,591 · Fundraising $5,602$547,095
IX-24e All other expensesPrograms $105,419 · Management $3,076 · Fundraising $1,974$110,469
IX-25 Total functional expensesPrograms $34,327,669 · Management $3,809,935 · Fundraising $917,370$39,054,974
Part X · Balance sheet $23,942,839 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $2,280,836$889,299
X-2 Savings and temporary cash investmentsStart of year $564,900$575,848
X-3 Pledges and grants receivableStart of year $2,826,904$4,328,850
X-4 Accounts receivableStart of year $2,108,233$828,564
X-9 Prepaid expenses and deferred chargesStart of year $976,132$1,004,475
X-10c Land, buildings and equipment, netStart of year $15,472,910$12,112,577
X-15 Other assetsStart of year $241,951$4,203,226
X-16 Total assetsStart of year $24,471,866$23,942,839
X-17 Accounts payable and accrued expensesStart of year $2,219,836$2,507,173
X-19 Deferred revenue$30,000
X-20 Tax-exempt bond liabilitiesStart of year $4,125,013$4,114,763
X-25 Other liabilitiesStart of year $2,886,997$4,204,072
X-26 Total liabilitiesStart of year $14,440,443$16,116,719
X-27 Net assets without donor restrictionsStart of year $8,235,179$5,510,455
X-28 Net assets with donor restrictionsStart of year $1,796,244$2,315,665
X-32 Total net assets or fund balancesStart of year $10,031,423$7,826,120
X-33 Total liabilities and net assetsStart of year $24,471,866$23,942,839
Part XI · Reconciliation of net assets $7,826,120 net assets at year end
XI-1 Total revenue$36,849,671
XI-2 Total expenses$39,054,974
XI-3 Revenue less expenses−$2,205,303
XI-4 Net assets at start of year$10,031,423
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,826,120

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

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