Diablo Valley Foundation For The Aging
- Assets
- $454.3k
- Revenue
- $760.5k
- Investments
- $245.7k
- Employees
- 11
- Location
- Pleasant Hill, CA
- Founding
- 07/1975
- Data as of
- 06/2021
- EIN
- 51-0138186
Organization Overview
Diablo Valley Foundation For The Aging is located in Pleasant Hill, CA. The organization was established in 1975. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2021, Diablo Valley Foundation For The Aging employed 11 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Diablo Valley Foundation For The Aging is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Diablo Valley Foundation For The Aging generated $760.5k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.4% each year. All expenses for the organization totaled $724.9k during the year ending 06/2021. While expenses have increased by 2.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE DIABLO VALLEY FOUNDATION FOR THE AGING PROVIDES COMPASSIONATE SERVICES TO HELP SENIORS MAINTAIN INDEPENDENCE, DIGNITY, AND PEACE OF MIND. OUR DEDICATED STAFF AND VOLUNTEERS PROVIDE INDIVIDUALIZED FINANCIAL AND CARE COORDINATION.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SINCE 1975, THE DIABLO VALLEY FOUNDATION FOR THE AGING HAS SERVED OVER 5,000 OLDER ADULTS IN CONTRA COSTA COUNTY AND HAS CONTINUED TO BE A LEADING AGENCY IN SENIOR SERVICES. WE OFFER FIVE MAJOR SERVICE COMPONENTS:(1) GERIATRIC CARE MANAGEMENT,(2) RESPITE CENTER,(3) PRIVATE FIDUCIARY SERVICES AND MONEY MANAGEMENT, AND(4) REPRESENTATIVE PAYEE AND BILL PAYERGERIATRIC CARE MANAGEMENT INCLUDES:* FACE-TO-FACE CONSULTATION* COMPREHENSIVE NEEDS ASSESSMENT COMPLETED BY A GERIATRIC SOCIAL WORKER* COORDINATION AND IMPLEMENTATION OF SOCIAL SERVICES
* MONITORING AND SUPERVISION OF PERSONAL ASSISTANTS* REGULAR VISITATIONS AND CHECK-INS WITH CLIENT* ADVOCACY ON BEHALF OF CLIENT, THE FAMILY, SOCIAL SERVICES, AND HEALTH CARE PROVIDERSDVFA OFFERS MONEY MANAGEMENT SERVICES CONSISTING OF FINANCIAL PLANNING, BILL PAYING, RECONCILING BANK ACCOUNTS, COORDINATING PAYMENT OF TAXES, ASSISTANCE IN SELLING REAL ESTATE, TRANSFER OF STOCKS AND OTHER INVESTMENT TRANSACTIONS.DVFA SERVES AS A REPRESENTATIVE (UNDER A DURABLE POWER OF ATTORNEY PROGRAM) IN THE EVENT OF AN EMERGENCY OR DECLINE IN HEALTH. EXECUTOR, TRUSTEE AND CONSERVATORSHIP SERVICES ARE ALSO AVAILABLE.
DVFA ALSO RUNS A RESPITE CENTER. THE DVFA VALLEY OAK RESPITE CENTER PROVIDES AN INTERACTIVE PROGRAM FOR FRAIL SENIORS, THOSE AFFLICTED WITH ALZHEIMERS, RELATED DEMENTIAS AND PHYSICAL DISABILITIES. SENIORS HAVE THE OPPORTUNITY TO PARTICIPATE IN MEANINGFUL ACTIVITIES, WHICH ENCOURAGE INDEPENDENCE AND FELLOWSHIP.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jody Iorns Executive Dir. | Officer | 40 | $92,247 |
Joseph Bettencourt President | OfficerTrustee | 5 | $0 |
Gary P Snyder Vice President | OfficerTrustee | 4 | $0 |
Barbara Pennington Treasurer | OfficerTrustee | 4 | $0 |
Barbara Rothway Secretary | OfficerTrustee | 4 | $0 |
Carry Warner Trustee | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $287,127 |
| Investment income | $10,037 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $760,471 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $100,177 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $301,053 |
| Pension plan accruals and contributions | $10,641 |
| Other employee benefits | $39,987 |
| Payroll taxes | $35,426 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $12,731 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $2,808 |
| Fees for services: Other | $64,297 |
| Advertising and promotion | $6,285 |
| Office expenses | $4,401 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $37,144 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $3,268 |
| Insurance | $63,943 |
| All other expenses | $0 |
| Total functional expenses | $724,884 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $60,141 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $142,079 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $245,747 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $454,320 |
| Accounts payable and accrued expenses | $14,344 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $18,819 |
| Total liabilities | $33,163 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $421,157 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Diablo Valley Foundation For The Aging has recieved totaling $43.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $43 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Area Agency On Aging Region One Incorporated Phoenix, AZ | $20,334,219 | $38,412,919 |
Access Medford, OR | $12,986,720 | $32,905,180 |
Self-Help For The Elderly San Francisco, CA | $21,260,459 | $30,966,576 |
Humboldt Senior Resource Center Incorporated Eureka, CA | $17,605,318 | $31,408,446 |
Agency On Aging Area 4 Sacramento, CA | $5,422,331 | $23,375,918 |
Centennial Housing & Community Services Corporation Los Angeles, CA | $10,197,937 | $17,463,913 |
Chicano Federation Of San Diego County Inc San Diego, CA | $18,128,674 | $22,585,521 |
Sourcewise Santa Clara, CA | $7,993,096 | $17,866,035 |
Pima Council On Aging Inc Tucson, AZ | $10,290,205 | $15,552,044 |
Fsl Programs Phoenix, AZ | $5,562,893 | $15,840,626 |
Serving Seniors San Diego, CA | $23,762,987 | $13,598,474 |
Vivalon San Rafael, CA | $15,091,831 | $11,530,268 |