Vivalon

Tax-deductible

San Rafael, CA501(c)(3)Since 1954Human ServicesEIN 94-1422463Revenue $19.1M in FY2025

On file with the IRSvivalon.org930 Tamalpais Ave, 94901-3325 · San Rafael, CATax-exempt since Jul 1961Publicly supported charity — 170(b)(1)(A)(vi)

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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.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 259 volunteers and 278 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $2.3M a year · 14% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 6% of spending
Top officer’s pay higher than 50% of similar orgs
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.7 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $96K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$9.4M
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$19.1M
-6% vs prior year
Spent
$19.8M
To programs
76%
Net assets
$20.6M
By yearFY2020–FY2025
Revenue
$19.1M
FY2025▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$17.2M
FY2021$11.5M
FY2022$16.6M
FY2023$16.2M
FY2024$20.4M
FY2025$19.1M
Expenses
$19.8M
FY2025▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$13.0M
FY2021$11.5M
FY2022$11.6M
FY2023$13.2M
FY2024$18.1M
FY2025$19.8M
Net assets
$20.6M
FY2025▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.0M
FY2021$11.0M
FY2022$15.9M
FY2023$18.9M
FY2024$21.3M
FY2025$20.6M

From the FY2025 Form 990 (year ending June 2025) · 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: FY2025. IRS ruling in Jul 1961.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $15.1M Management & general 18% · $3.6M Fundraising 5% · $1.1M

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

17 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Chief Transportation Officer
$213,697Pt VII · Sec A
Chief Executive Officer
$198,461Pt VII · Sec A
Chief People Person
$181,703Pt VII · Sec A
Chief Program Officer
$157,759Pt VII · Sec A
Chief Donor Relations Officer
$155,904Pt VII · Sec A
Chief Marketing and Development Officer
$126,617Pt VII · Sec A
Chief Financial Officer
$111,362Pt VII · Sec A
Healthy Aging Programs Manager
$109,268Pt VII · Sec A

Villalobos Erick B’s $214K as Chief Transportation Officer is at the 50th 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Anne Grey——$263,679$252,392——
Anne M Grey—$245,564————
Nancy Pile——$182,077$217,743——
Villalobos Erick B$213,697—————
Joe O'Hehir$198,461——$88,650$88,095$213,210
Erick Villalobos—$191,833$204,826$178,367$176,426—
Jeffrey Wands—$184,550$198,050$177,746——
Nancy Geisse Pile————$191,072$186,293

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

Connects older and vulnerable residents with rides, meals, classes, and care to help them thrive.

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Provided by the organization

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3 programs · $15.1M · in their own filed words · FY2024
01

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.

$12.1Mprogram expense
02

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 Vivalon Cafe mentioned under nutrition programs.

$2.4Mprogram expense
03

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…

$585Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2025
See all 6 funders →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$19.1M
Ln 12
Fees for servicesLn 2g$16.8M
Gifts and grantsLn 1h$2.2M
Other incomeLn 4–11$121K
Money outPt IX
$19.8M
Ln 25
Programscol B$15.1M
Managementcol C$3.6M
Fundraisingcol D$1.1M
Owns and owesPt X
$20.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$30.1M
LiabilitiesLn 26$9.4M
PeoplePt VI, VII
17
listed · VII A
PaidVII A8
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.2M
Government grantsLn 1e$145K
Noncash giftsLn 1g$166K
Fundraising eventsLn 1c$449K
Fees for servicesLn 2g$16.8M
Investment incomeLn 3$59K
Other incomeLn 4–11$121K
Gains on assetsLn 7−$21K
Total revenueLn 12$19.1M
Assets in detailPt X, end of year
CashLn 1$1.2M
SavingsLn 2$5
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$2.5M
Land, buildings, equipmentLn 10c$18.7M
Other assetsLn 15$5.4M
Total assetsLn 16$30.1M
LiabilitiesLn 26$9.4M
Net assetsLn 32$20.6M
OperationsPt I, VI
EmployeesI 5278
VolunteersI 6259
Fiscal year endsHeaderJune
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 FY25End FY25
Cash and savingsLn 1–2$1.1M$1.2M
InvestmentsLn 11–13$2.6M$2.5M
Land, buildings, equipmentLn 10c$19.3M$18.7M
Total assetsLn 16$29.9M$30.1M
LiabilitiesLn 26$8.7M$9.4M
Net assetsLn 32$21.3M$20.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$705K$517K$152K$37K
Other salaries and wagesLn 7$9.3M$6.8M$2.0M$486K
Pension plan contributionsLn 8$84K$77K$305$6K
Other employee benefitsLn 9$1.0M$930K$4K$76K
Payroll taxesLn 10$1.1M$874K$167K$41K
Legal feesLn 11b$238K$47K$171K$20K
Accounting feesLn 11c$85K$17K$61K$7K
Investment management feesLn 11f$16K$16K
Other fees for servicesLn 11g$156K$31K$112K$13K
Advertising and promotionLn 12$268K$15K$9K$244K
Office expensesLn 13$85K$23K$13K$49K
Information technologyLn 14$381K$267K$97K$17K
OccupancyLn 16$704K$521K$158K$25K
InterestLn 20$377K$249K$128K
Depreciation, depletion and amortizationLn 22$1.7M$1.6M$59K$253
InsuranceLn 23$630K$559K$59K$13K
Other expenses (24a–d)Ln 24$2.6M$2.3M$299K$13K
All other expensesLn 24e$459K$306K$124K$29K
Total functional expensesLn 25$19.8M$15.1M$3.6M$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $19.1M$19.8M−$672K$20.6M 990 PDF
FY2024 $20.4M$18.1M$2.2M$21.3M 990 PDF
FY2023 $16.2M$13.2M$3.0M$18.9M 990 PDF
FY2022 $16.6M$11.6M$5.1M$15.9M 990 PDF
FY2021 $11.5M$11.5M$31K$11.0M 990 PDF
FY2020 $17.2M$13.0M$4.2M$11.0M 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 FY2025 990 (6 parts)
Part I · Summary $19,137,407 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,711,606$2,168,863
I-9 Program service revenuePrior year $15,297,924$16,788,644
I-10 Investment incomePrior year $205,017$58,523
I-11 Other revenuePrior year $168,815$121,377
I-12 Total revenuePrior year $20,383,362$19,137,407
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,405,186$12,181,186
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,736,528$7,628,662
I-18 Total expensesPrior year $18,141,714$19,809,848
I-19 Revenue less expensesPrior year $2,241,648−$672,441
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
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 $19,137,407 across 11 lines filed
VIII-1c Fundraising events$448,790
VIII-1e Government grants$145,000
VIII-1f All other contributions, gifts and grants$1,575,073
VIII-1g Noncash contributions (included above)$165,662
VIII-1h Total contributions, gifts and grants$2,168,863
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $16,788,644$16,788,644
VIII-3 Investment incomeExcluded from tax $79,039$79,039
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$20,516−$20,516
VIII-8 Net income from fundraising eventsExcluded from tax $82,774$82,774
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $38,603$38,603
VIII-12 Total revenueRelated to mission $16,827,247 · Unrelated business $0 · Excluded from tax $141,297$19,137,407
Part IX · Statement of functional expenses $19,809,848 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $516,753 · Management $151,603 · Fundraising $36,867$705,223
IX-7 Other salaries and wagesPrograms $6,815,287 · Management $1,999,448 · Fundraising $486,226$9,300,961
IX-8 Pension plan contributionsPrograms $76,943 · Management $305 · Fundraising $6,266$83,514
IX-9 Other employee benefitsPrograms $930,007 · Management $3,681 · Fundraising $75,737$1,009,425
IX-10 Payroll taxesPrograms $874,352 · Management $167,068 · Fundraising $40,643$1,082,063
IX-11b Legal feesPrograms $47,431 · Management $171,081 · Fundraising $19,540$238,052
IX-11c Accounting feesPrograms $16,903 · Management $60,967 · Fundraising $6,963$84,833
IX-11f Investment management feesManagement $16,431$16,431
IX-11g Other fees for servicesPrograms $31,035 · Management $111,940 · Fundraising $12,785$155,760
IX-12 Advertising and promotionPrograms $14,524 · Management $8,806 · Fundraising $244,396$267,726
IX-13 Office expensesPrograms $22,704 · Management $13,333 · Fundraising $48,670$84,707
IX-14 Information technologyPrograms $266,601 · Management $97,359 · Fundraising $17,476$381,436
IX-16 OccupancyPrograms $520,676 · Management $158,307 · Fundraising $25,057$704,040
IX-20 InterestPrograms $249,070 · Management $128,280$377,350
IX-22 Depreciation, depletion and amortizationPrograms $1,607,213 · Management $59,220 · Fundraising $253$1,666,686
IX-23 InsurancePrograms $558,810 · Management $58,650 · Fundraising $12,611$630,071
IX-24 Other expenses (24a–d)Programs $2,251,116 · Management $298,655 · Fundraising $13,147$2,562,918
IX-24e All other expensesPrograms $306,111 · Management $123,700 · Fundraising $28,841$458,652
IX-25 Total functional expensesPrograms $15,105,536 · Management $3,628,834 · Fundraising $1,075,478$19,809,848
Part X · Balance sheet $30,063,962 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $513,830$1,175,504
X-2 Savings and temporary cash investmentsStart of year $563,447$5
X-3 Pledges and grants receivableStart of year $230,714$113,808
X-4 Accounts receivableStart of year $1,663,472$1,709,677
X-8 Inventories for sale or useStart of year $92,240$106,696
X-9 Prepaid expenses and deferred chargesStart of year $218,029$340,701
X-10c Land, buildings and equipment, netStart of year $19,310,375$18,710,631
X-11 Publicly traded securitiesStart of year $1,436,534$1,411,845
X-13 Program-related investmentsStart of year $1,128,907$1,069,579
X-15 Other assetsStart of year $4,753,509$5,425,516
X-16 Total assetsStart of year $29,911,057$30,063,962
X-17 Accounts payable and accrued expensesStart of year $1,411,974$1,709,130
X-25 Other liabilitiesStart of year $5,106,889$5,715,753
X-26 Total liabilitiesStart of year $8,659,558$9,442,211
X-27 Net assets without donor restrictionsStart of year $19,288,511$18,748,772
X-28 Net assets with donor restrictionsStart of year $1,962,988$1,872,979
X-32 Total net assets or fund balancesStart of year $21,251,499$20,621,751
X-33 Total liabilities and net assetsStart of year $29,911,057$30,063,962
Part XI · Reconciliation of net assets $20,621,751 net assets at year end
XI-1 Total revenue$19,137,407
XI-2 Total expenses$19,809,848
XI-3 Revenue less expenses−$672,441
XI-4 Net assets at start of year$21,251,499
XI-5 Net unrealized gains (losses) on investments$100,750
XI-8 Prior period adjustments−$33,289
XI-9 Other changes in net assets−$24,768
XI-10 Net assets at end of year$20,621,751

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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