Covia Affordable Communities

Walnut Creek, CAUnknown exempt organization EIN 94-3382412Revenue $423K in FY2023

On file with the IRScovia.org2185 N California Blvd No 215 · Walnut Creek, CA

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Provide senior Communities with quality housing, assisted living, social & health care services.

87¢ of each $1 spent went to programs.
Run by 11 volunteers and 116 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $3.3M a year · 43% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Named funders
1
named funder · $717K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$423K
-95% vs prior year
Spent
$279K
To programs
87%
Net assets
$0
By yearFY2021–FY2023
Revenue
$423K
FY2023▼ -95%
Tap a bar for its year
Revenue by fiscal year
FY2021$6.4M
FY2022$8.4M
FY2023$8.4M
FY2023$423K
Expenses
$279K
FY2023▼ -94%
Tap a bar for its year
Expenses by fiscal year
FY2021$4.2M
FY2022$4.6M
FY2023$4.6M
FY2023$279K
Net assets
$0
FY2023▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2021$11.4M
FY2022$15.3M
FY2023$19.1M
FY2023$0

From the FY2023 Form 990 (year ending June 2023) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $244K Management & general 13% · $36K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation
Chairman
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Chief Legal Officer / Secretary
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2023FY2022FY2021
Lee Benson$136,973$140,198$141,374
Lee Doris—$124,800$119,616
Dolan David——$111,518

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 15aNo

Programs and updates

Offers senior communities quality housing, assisted living, and social/healthcare services.

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Provided by the organization

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1 program · $244K · in their own filed words · FY2023
01

Management Programs

To provide organizational and facilities management services to its subsidiary nonprofit public benefit corporations that provide health care services, supportive services AND/OR housing to low-income persons, the elderly and others with special needs. Total of 974 people were served during the year.

$244Kprogram 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 · FY2022
Total grants receivedfrom 1 funder$717K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$423K
Ln 12
Fees for servicesLn 2g$418K
Other incomeLn 4–11$5K
Money outPt IX
$279K
Ln 25
Programscol B$244K
Managementcol C$36K
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$418K
Other incomeLn 4–11$5K
Total revenueLn 12$423K
Assets in detailPt X, end of year
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 5116
VolunteersI 611
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
Land, buildings, equipmentLn 10c$6K$0
Total assetsLn 16$20.5M$0
LiabilitiesLn 26$1.3M$0
Net assetsLn 32$19.1M$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$0$0
Other salaries and wagesLn 7$110K$110K
Pension plan contributionsLn 8$5K$5K
Other employee benefitsLn 9$15K$15K
Payroll taxesLn 10$8K$8K
Accounting feesLn 11c$35K$35K
Other fees for servicesLn 11g$79K$79K$0$0
Office expensesLn 13$300$300
Information technologyLn 14$1K$1K
TravelLn 17$4K$4K
Conferences, conventions and meetingsLn 19$125$125
Depreciation, depletion and amortizationLn 22$1K$1K
Other expenses (24a–d)Ln 24$19K$19K
All other expensesLn 24e$231$109$122$0
Total functional expensesLn 25$279K$244K$36K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 $8.4M$4.6M$3.9M$19.1M 990 PDF
FY2022 $8.4M$4.6M$3.8M$15.3M 990 PDF
FY2021 $6.4M$4.2M$2.2M$11.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $422,620 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,433,135$0
I-9 Program service revenuePrior year $5,009,346$417,896
I-10 Investment incomePrior year $703$0
I-11 Other revenuePrior year $0$4,724
I-12 Total revenuePrior year $8,443,184$422,620
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 $3,131,799$138,783
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,437,021$140,478
I-18 Total expensesPrior year $4,568,820$279,261
I-19 Revenue less expensesPrior year $3,874,364$143,359
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $422,620 across 4 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $417,896$417,896
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,724$4,724
VIII-12 Total revenueRelated to mission $422,620 · Unrelated business $0 · Excluded from tax $0$422,620
Part IX · Statement of functional expenses $279,261 across 14 lines filed
IX-4 Benefits paid to or for membersPrograms $0$0
IX-7 Other salaries and wagesPrograms $110,425$110,425
IX-8 Pension plan contributionsPrograms $4,798$4,798
IX-9 Other employee benefitsPrograms $15,091$15,091
IX-10 Payroll taxesPrograms $8,469$8,469
IX-11c Accounting feesManagement $35,469$35,469
IX-11g Other fees for servicesPrograms $78,608 · Management $0 · Fundraising $0$78,608
IX-13 Office expensesPrograms $300$300
IX-14 Information technologyPrograms $1,330$1,330
IX-17 TravelPrograms $3,944$3,944
IX-19 Conferences, conventions and meetingsPrograms $125$125
IX-22 Depreciation, depletion and amortizationPrograms $1,362$1,362
IX-24 Other expenses (24a–d)Programs $19,109$19,109
IX-24e All other expensesPrograms $109 · Management $122 · Fundraising $0$231
IX-25 Total functional expensesPrograms $243,670 · Management $35,591 · Fundraising $0$279,261
Part X · Balance sheet $0 assets, 7 lines filed
X-10c Land, buildings and equipment, netStart of year $6,390$0
X-15 Other assetsStart of year $1,421,101$0
X-16 Total assetsStart of year $20,479,822$0
X-25 Other liabilitiesStart of year $478,868$0
X-26 Total liabilitiesStart of year $1,340,150$0
X-32 Total net assets or fund balancesStart of year $19,139,672$0
X-33 Total liabilities and net assetsStart of year $20,479,822$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$422,620
XI-2 Total expenses$279,261
XI-3 Revenue less expenses$143,359
XI-4 Net assets at start of year$19,139,672
XI-9 Other changes in net assets−$19,283,031
XI-10 Net assets at end of year$0

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

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