Covia Communities

Walnut Creek, CAUnknown exempt organizationSince 1965EIN 94-6130471

This page gets seen. Tell your story. Claim this org.

Covia Communities provides housing and other supportive services to seniors of all economic means.

97¢ of each $1 spent went to programs.
Run by 721 volunteers and 1,158 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $69.4M a year · 33% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.5M
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
Named funders
1
named funder · $5.4M
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
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$275.8M
+85% vs prior year
Spent
$144.2M
To programs
97%
Net assets
$0
By yearFY2021–FY2022
Revenue
$275.8M
FY2022▲ +85%
Revenue by fiscal year
FY2021$149.2M
FY2022$275.8M
Expenses
$144.2M
FY2022▲ +1%
Expenses by fiscal year
FY2021$142.1M
FY2022$144.2M
Net assets
$0
FY2022▼ -100%
Net assets by fiscal year
FY2021$95.0M
FY2022$0

From the FY2022 Form 990 (year ending March 2022) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $139.5M Management & general 3% · $4.6M

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

40 people listed on the 990; $3.5M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
VP of Outreach Programs
$348,271Pt VII · Sec A
VP of Life Plan Operations
$321,974Pt VII · Sec A
$258,563Pt VII · Sec A
$249,057Pt VII · Sec A
Treasurer, CFO
$244,960Pt VII · Sec A
VP Finance Affordable Housing
$241,151Pt VII · Sec A
Executive Director Wh
$220,434Pt VII · Sec A
Vp-Ah - End:jan 2022
$216,226Pt VII · Sec A

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

NameFY2022FY2021
Gerber Kevin—$487,331
Jamison Diana—$377,240
Schaefer Ronald—$349,416
Tracy Powell$348,271—
Christopher Ichien$321,974—
McMullin Mary—$314,398
Ichien Christopher—$286,868
Christopher Dana$258,563—

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 Covia Communities executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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

Offers housing and support services to seniors of all income levels.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $139.5M · in their own filed words · FY2021
01

Covia communities (CC) is a pioneering leader in senior care retirement living since 1965. CC has built, opened, and operates five continuing care communities on a nonprofit and non denominational basis which are licensed by the state of california.

$134.0Mprogram expense
02

For more than 50 years, covia has been a leading nonprofit provider of housing and services for older adults in the bay area. Our mission is to promote positive aging by cultivating healthy and engaged communities with a continuum of innovative services that actively support the whole person.

$3.6Mprogram expense
03

Covia communities provides financial assistance to over 45 residents in its continuing care retirement communities who have exhausted their funds and can no longer afford to pay their monthly service fees. These residents receive partial or full credits of their monthly fees depending on their financial need.

$1.9Mprogram 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 · FY2021
Covia FoundationFY2021$5.4M
Total grants receivedfrom 1 funder$5.4M
Grants paid · 4 grants · $8.8M · 2020–2021
Covia FoundationCA · FY2021$3,809,411
Unitemized GrantFY2021$68,900
Covia FoundationCA · FY2020$3,021,200
Unitemized GrantFY2020$1,859,472

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$275.8M
Ln 12
Fees for servicesLn 2g$135.0M
Gifts and grantsLn 1h$134.6M
Investment incomeLn 3$4.2M
Money outPt IX
$144.2M
Ln 25
Programscol B$139.5M
Managementcol C$4.6M
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
40
listed · VII A
PaidVII A16
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$134.6M
Fees for servicesLn 2g$135.0M
Investment incomeLn 3$4.2M
Other incomeLn 4–11$2.0M
Gains on assetsLn 7−$255K
Total revenueLn 12$275.8M
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 51,158
VolunteersI 6721
Fiscal year endsHeaderMarch
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 FY22End FY22
Cash and savingsLn 1–2$27.2M$0
InvestmentsLn 11–13$159.9M$0
Land, buildings, equipmentLn 10c$294.6M$0
Total assetsLn 16$513.9M$0
LiabilitiesLn 26$418.9M$0
Net assetsLn 32$95.0M$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3.8M$3.8M
Grants to domestic individualsLn 2$69K$69K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$3.7M$1.1M$2.6M
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$46.0M$46.0M
Pension plan contributionsLn 8$2.2M$2.2M
Other employee benefitsLn 9$6.5M$6.2M$334K
Payroll taxesLn 10$3.8M$3.2M$573K
Management feesLn 11a$1.8M$1.8M
Legal feesLn 11b$220K$220K
Accounting feesLn 11c$221K$221K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$693K$693K
Other fees for servicesLn 11g$9.6M$9.6M
Advertising and promotionLn 12$1.2M$1.2M
Office expensesLn 13$1.0M$1.0M
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$6.9M$6.9M
TravelLn 17$194K$194K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$87K$87K
InterestLn 20$5.1M$5.1M
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$32.9M$32.9M
InsuranceLn 23$2.7M$2.7M
Other expenses (24a–d)Ln 24$14.8M$14.8M
All other expensesLn 24e$686K$686K
Total functional expensesLn 25$144.2M$139.5M$4.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest Viewing $275.8M$144.2M$131.7M$0 990 PDF
FY2021 $149.2M$142.1M$7.1M$95.0M 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2022 990 (4 parts)
Part VIII · Statement of revenue $275,832,129 across 10 lines filed
VIII-1d Related organizations$134,591,309
VIII-1h Total contributions, gifts and grants$134,591,309
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $134,963,967$134,963,967
VIII-3 Investment incomeExcluded from tax $4,502,569$4,502,569
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$254,966−$254,966
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,029,250$2,029,250
VIII-12 Total revenueRelated to mission $134,963,967 · Excluded from tax $6,276,853$275,832,129
Part IX · Statement of functional expenses $144,169,290 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $3,809,411$3,809,411
IX-2 Grants to domestic individualsPrograms $68,900$68,900
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $1,088,797 · Management $2,588,139$3,676,936
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $45,983,266$45,983,266
IX-8 Pension plan contributionsPrograms $2,244,024$2,244,024
IX-9 Other employee benefitsPrograms $6,201,470 · Management $334,021$6,535,491
IX-10 Payroll taxesPrograms $3,199,276 · Management $572,576$3,771,852
IX-11a Management feesPrograms $1,828,659$1,828,659
IX-11b Legal feesManagement $219,981$219,981
IX-11c Accounting feesManagement $221,229$221,229
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $692,745$692,745
IX-11g Other fees for servicesPrograms $9,579,941$9,579,941
IX-12 Advertising and promotionPrograms $1,160,282$1,160,282
IX-13 Office expensesPrograms $1,012,593$1,012,593
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $6,933,058$6,933,058
IX-17 TravelPrograms $193,648$193,648
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $87,497$87,497
IX-20 InterestPrograms $5,109,027$5,109,027
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $32,900,097$32,900,097
IX-23 InsurancePrograms $2,690,854$2,690,854
IX-24 Other expenses (24a–d)Programs $14,763,606$14,763,606
IX-24e All other expensesPrograms $686,193$686,193
IX-25 Total functional expensesPrograms $139,540,599 · Management $4,628,691 · Fundraising $0$144,169,290
Part X · Balance sheet $0 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $7,502,244$0
X-2 Savings and temporary cash investmentsStart of year $19,745,296$0
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $6,997,781$0
X-8 Inventories for sale or useStart of year $14,122$0
X-9 Prepaid expenses and deferred chargesStart of year $3,996,114$0
X-10c Land, buildings and equipment, netStart of year $294,641,011$0
X-11 Publicly traded securitiesStart of year $159,900,280$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $1,150,000$0
X-15 Other assetsStart of year $19,688,211$0
X-16 Total assetsStart of year $513,867,587$0
X-17 Accounts payable and accrued expensesStart of year $23,498,542$0
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $168,589,658$0
X-20 Tax-exempt bond liabilitiesStart of year $139,827,157$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $75,791,844$0
X-26 Total liabilitiesStart of year $418,907,201$0
X-27 Net assets without donor restrictionsStart of year $94,960,386$0
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $94,960,386$0
X-33 Total liabilities and net assetsStart of year $513,867,587$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$275,832,129
XI-2 Total expenses$144,169,290
XI-3 Revenue less expenses$131,662,839
XI-4 Net assets at start of year$94,960,386
XI-9 Other changes in net assets−$226,623,225
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2022 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.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

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.