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.
71¢ of each $1 spent went to programs.
$1.5M 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
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
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Looks good: 5.8 months of spending in cash; 3 or more.
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
$6.0M
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16.2M
-3% vs prior year
Spent
$13.2M
To programs
71%
Net assets
$18.9M
By yearFY2020–FY2025
Revenue
$16.2M
FY2023▼ -3%
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
$13.2M
FY2023▲ +14%
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
$18.9M
FY2023▲ +19%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

71 cents of each dollar spent went to programs.

Program services 71% · $9.4M Management & general 22% · $3.0M Fundraising 6% · $851K

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

Something off? Claim to add context

Who runs it and what they're paid

20 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Chief Executive Officer
$263,679Pt VII · Sec A
Chief Transportation Officer
$204,826Pt VII · Sec A
Chief Financial Officer
$198,050Pt VII · Sec A
Chief People Officer
$186,270Pt VII · Sec A
Former Chief Operating Officer
$182,077Pt VII · Sec A
Chief Donor Relations Officer
$138,044Pt VII · Sec A
Chief Marketing and Development Officer
$137,480Pt VII · Sec A
Chief Program Officer
$123,472Pt 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.

See Vivalon executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

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

Questions for Vivalon

Tap to ask. Vivalon sees how many people are interested.

Your first name shows with your question. Vivalon answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $9.4M · in their own filed words · FY2022
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.

$7.7Mprogram 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 jackson cafe mentioned under nutrition programs.

$1.0Mprogram 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…

$663Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$16.2M
Ln 12
Fees for servicesLn 2g$9.8M
Gifts and grantsLn 1h$6.3M
Investment incomeLn 3$102K
Money outPt IX
$13.2M
Ln 25
Programscol B$9.4M
Managementcol C$3.0M
Fundraisingcol D$851K
Owns and owesPt X
$18.9M
net assets · Ln 32
Cash and savingsLn 1–2$6.4M
Total assetsLn 16$25.0M
LiabilitiesLn 26$6.0M
PeoplePt VI, VII
20
listed · VII A
PaidVII A9
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.3M
Government grantsLn 1e$4.2M
Noncash giftsLn 1g$76K
Fundraising eventsLn 1c$377K
Fees for servicesLn 2g$9.8M
Investment incomeLn 3$102K
Gains on assetsLn 7$41K
Total revenueLn 12$16.2M
Assets in detailPt X, end of year
CashLn 1$6.4M
Cash and savings togetherLn 1–2$6.4M
InvestmentsLn 11–13$2.8M
Land, buildings, equipmentLn 10c$2.8M
Other assetsLn 15$10.4M
Total assetsLn 16$25.0M
LiabilitiesLn 26$6.0M
Net assetsLn 32$18.9M
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 FY23End FY23
Cash and savingsLn 1–2$7.5M$6.4M
InvestmentsLn 11–13$2.7M$2.8M
Land, buildings, equipmentLn 10c$2.6M$2.8M
Total assetsLn 16$16.6M$25.0M
LiabilitiesLn 26$646K$6.0M
Net assetsLn 32$15.9M$18.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$462K$109K$213K$140K
Other salaries and wagesLn 7$6.3M$4.5M$1.5M$342K
Pension plan contributionsLn 8$57K$38K$16K$4K
Other employee benefitsLn 9$507K$336K$139K$32K
Payroll taxesLn 10$535K$381K$116K$37K
Legal feesLn 11b$21K$8K$10K$3K
Accounting feesLn 11c$37K$15K$17K$5K
Investment management feesLn 11f$15K$15K
Other fees for servicesLn 11g$600K$240K$283K$78K
Advertising and promotionLn 12$100K$53K$27K$20K
Office expensesLn 13$507K$284K$86K$137K
Information technologyLn 14$224K$157K$43K$24K
OccupancyLn 16$487K$369K$118K
InterestLn 20$102K$102K
Depreciation, depletion and amortizationLn 22$655K$641K$11K$4K
InsuranceLn 23$432K$347K$80K$5K
Other expenses (24a–d)Ln 24$1.8M$1.7M$105K$11K
All other expensesLn 24e$362K$236K$115K$11K
Total functional expensesLn 25$13.2M$9.4M$3.0M$851K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $19.1M$19.8M−$672K$20.6M 990 PDF
FY2024 $20.4M$18.1M$2.2M$21.3M 990 PDF
FY2023 Viewing $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

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $16,180,430 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,806,042$6,346,865
I-9 Program service revenuePrior year $4,010,496$9,778,031
I-10 Investment incomePrior year $2,878,766$102,077
I-11 Other revenuePrior year −$56,805−$46,543
I-12 Total revenuePrior year $16,638,499$16,180,430
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 $6,978,775$7,832,520
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $4,586,430$5,342,199
I-18 Total expensesPrior year $11,565,205$13,174,719
I-19 Revenue less expensesPrior year $5,073,294$3,005,711
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $16,180,430 across 10 lines filed
VIII-1c Fundraising events$376,800
VIII-1e Government grants$4,208,208
VIII-1f All other contributions, gifts and grants$1,761,857
VIII-1g Noncash contributions (included above)$76,018
VIII-1h Total contributions, gifts and grants$6,346,865
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $9,778,031$9,778,031
VIII-3 Investment incomeExcluded from tax $61,551$61,551
VIII-7 Net gain or loss on sales of assetsExcluded from tax $40,526$40,526
VIII-8 Net income from fundraising eventsExcluded from tax −$46,543−$46,543
VIII-12 Total revenueRelated to mission $9,778,031 · Unrelated business $0 · Excluded from tax $55,534$16,180,430
Part IX · Statement of functional expenses $13,174,719 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $109,073 · Management $212,597 · Fundraising $140,059$461,729
IX-7 Other salaries and wagesPrograms $4,463,396 · Management $1,466,242 · Fundraising $342,341$6,271,979
IX-8 Pension plan contributionsPrograms $37,922 · Management $15,694 · Fundraising $3,570$57,186
IX-9 Other employee benefitsPrograms $336,110 · Management $139,097 · Fundraising $31,646$506,853
IX-10 Payroll taxesPrograms $381,489 · Management $116,160 · Fundraising $37,124$534,773
IX-11b Legal feesPrograms $8,408 · Management $9,915 · Fundraising $2,737$21,060
IX-11c Accounting feesPrograms $14,702 · Management $17,336 · Fundraising $4,786$36,824
IX-11f Investment management feesManagement $14,598$14,598
IX-11g Other fees for servicesPrograms $239,721 · Management $282,676 · Fundraising $78,045$600,442
IX-12 Advertising and promotionPrograms $52,905 · Management $27,465 · Fundraising $19,738$100,108
IX-13 Office expensesPrograms $284,457 · Management $85,741 · Fundraising $136,884$507,082
IX-14 Information technologyPrograms $156,669 · Management $43,054 · Fundraising $24,023$223,746
IX-16 OccupancyPrograms $369,170 · Management $118,130$487,300
IX-20 InterestManagement $101,904$101,904
IX-22 Depreciation, depletion and amortizationPrograms $640,673 · Management $10,746 · Fundraising $3,800$655,219
IX-23 InsurancePrograms $346,889 · Management $79,756 · Fundraising $4,955$431,600
IX-24 Other expenses (24a–d)Programs $1,684,926 · Management $104,558 · Fundraising $10,599$1,800,083
IX-24e All other expensesPrograms $236,292 · Management $115,295 · Fundraising $10,646$362,233
IX-25 Total functional expensesPrograms $9,362,802 · Management $2,960,964 · Fundraising $850,953$13,174,719
Part X · Balance sheet $24,960,749 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $7,458,149$6,364,975
X-3 Pledges and grants receivableStart of year $107,105$569,392
X-4 Accounts receivableStart of year $2,248,889$1,951,229
X-8 Inventories for sale or useStart of year $55,278$30,298
X-9 Prepaid expenses and deferred chargesStart of year $121,708$94,666
X-10c Land, buildings and equipment, netStart of year $2,604,853$2,785,565
X-11 Publicly traded securitiesStart of year $1,615,150$1,678,177
X-13 Program-related investmentsStart of year $1,089,341$1,094,347
X-15 Other assetsStart of year $1,281,362$10,392,100
X-16 Total assetsStart of year $16,581,835$24,960,749
X-17 Accounts payable and accrued expensesStart of year $645,267$3,422,920
X-19 Deferred revenueStart of year $747$460
X-25 Other liabilitiesStart of year $0$1,606,374
X-26 Total liabilitiesStart of year $646,014$6,029,754
X-27 Net assets without donor restrictionsStart of year $7,110,761$15,208,138
X-28 Net assets with donor restrictionsStart of year $8,825,060$3,722,857
X-32 Total net assets or fund balancesStart of year $15,935,821$18,930,995
X-33 Total liabilities and net assetsStart of year $16,581,835$24,960,749
Part XI · Reconciliation of net assets $18,930,995 net assets at year end
XI-1 Total revenue$16,180,430
XI-2 Total expenses$13,174,719
XI-3 Revenue less expenses$3,005,711
XI-4 Net assets at start of year$15,935,821
XI-5 Net unrealized gains (losses) on investments$34,903
XI-8 Prior period adjustments−$50,446
XI-9 Other changes in net assets$5,006
XI-10 Net assets at end of year$18,930,995

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.