Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 4,630,893 | 10,278,548 | 5,749,232 | 4,201,372 | 4,298,506 | 29,158,551 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 4,630,893 | 10,278,548 | 5,749,232 | 4,201,372 | 4,298,506 | 29,158,551 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 5,001,262 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 24,157,289 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 4,630,893 | 10,278,548 | 5,749,232 | 4,201,372 | 4,298,506 | 29,158,551 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 836,606 | 632,610 | 930,477 | 812,767 | 879,245 | 4,091,705 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 6,895 | 10,776 | 5,700 | 4,625 | 5,625 | 33,621 |
| 11 | Total support. Add lines 7 through 10 | 33,283,877 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FUNDRAISING REVENUE - 2015 AMOUNT: $ 6,895. 2016 AMOUNT: $ 10,776. 2017 AMOUNT: $ 5,700. 2018 AMOUNT: $ 4,625. 2019 AMOUNT: $ 5,625. |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 6: | IN THE FIRST QUARTER OF FY20, AVENIDAS VOLUNTEERS PROVIDED SERVICES TO OUR PROGRAMS IN THE FOLLOWING WAYS: TUTORING IN READING FOR SCHOOL AGE CHILDREN (AVENIDAS EARLY LITERACY PROGRAM), TECH TUTORING FOR SENIORS (SENIOR PLANET AT AVENIDAS), TEACHING LIFELONG LEARNING CLASSES, EXERCISE CLASSES AND RUNNING GROUPS (FITNESS OR SOCIAL) AT ALL THREE CENTER SITES: ARKC, CUBBERLEY AND 450 BRYANT, ADMINISTRATIVE SUPPORT FOR STAFF, VOLUNTEERING FOR FUNDRAISING EVENTS, PROVIDING ACTIVITIES AT OUR ADULT DAY HEALTH PROGRAM AND OUR CHINESE COMMUNITY CENTER (ACCC), TAX PREPARATION (AARP), FLOWER DELIVERY TO FACILITIES (AVENIDAS BLOOMS), BEING MEDPAL ADVOCATES (AVENIDAS VILLAGE) CHECKING IN CALLS, SERVING ON COMMITTEES AND THE BOARD AND EVENT VOLUNTEERING FOR AVENIDAS FUNDRAISING AND COMMUNITY ENGAGEMENT EFFORTS. THE DOOR TO DOOR PROGRAM PROVIDED TRANSPORTATION TO HOMEBOUND SENIORS. AFTER MARCH 13, 2020, SOME OF THE PROGRAMS ABOVE WERE PUT ON HOLD DUE TO THE COVID-19 PANDEMIC AND THE DOOR TO DOOR PROGRAM PIVOTED TO PROVIDE: GROCERY AND PRESCRIPTION DELIVERY, FRIENDLY OUTREACH CALLS AND DISTRIBUTION OF PERSONAL PROTECTIVE EQUIPMENT (PPE) LIKE MASKS, FACE SHIELDS, GLOVES AND GOWNS TO SENIOR FACILITIES. VOLUNTEERS HELPED STAFF WITH THESE ACTIVITIES. TRANSPORTATION WAS SCHEDULED WITH LYFT; NO RIDES WERE PROVIDED BY VOLUNTEER DRIVERS DURING THIS TIME. THE CHANGES FOLLOWED COUNTY AND AGENCY GUIDELINES. |
| FORM 990, PART III, LINE 3 | ON MARCH 11, 2020, THE WORLD HEALTH ORGANIZATION PUBLICLY CHARACTERIZED COVID-19 AS A PANDEMIC. MANY FEDERAL, STATE AND LOCAL GOVERNMENTAL AGENCIES HAVE DECLARED A STATE OF EMERGENCY AND ISSUED A VARIETY OF RECOMMENDATIONS IMPACTING TRAVEL, GROUP GATHERINGS, ETC. AS A RESULT, THIS HAS SIGNIFICANTLY IMPACTED THE AVENIDAS' OPERATIONS IN MANY WAYS. AVENIDAS PHYSICALLY CLOSED ITS TWO COMMUNITY CENTERS TO THE PUBLIC AT 450 BRYANT STREET AND AT THE CUBBERLEY COMMUNITY CENTER ON MARCH 12TH. THE AVENIDAS ROSE KLEINER CENTER SUSPENDED ADULT DAY HEALTH CARE GROUP SERVICES AND CLOSED ITS CENTER AT 270 ESCUELA IN MOUNTAIN VIEW ON MARCH 13TH. HANDYMAN SERVICES, DOOR-TO-DOOR VOLUNTEER CLIENT TRANSPORTATION, EARLY LITERACY PROGRAM, AVENIDAS BLOOMS; AND SEVERAL ANCILLARY PERSONAL HEALTH SERVICES WERE SUSPENDED WHILE OTHER PROGRAMMING WENT 100% REMOTE. REMOTE SERVICES INCLUDE ZOOM CLASSES, MAILINGS, PHONE CALLS, GROCERY SHOPPING, AND HEALTH MONITORING. PROGRAM MANAGERS INITIALLY MET TWICE PER WEEK TO REVIEW PARTICIPANT NEEDS AND IDENTIFIED WAYS TO ADDRESS THOSE NEEDS. CURRENTLY, THE PROGRAM MANAGERS MEET WEEKLY. SINCE OUR TEMPORARY IN-CENTER CLOSURE, WE HAVE ADDED GROCERY DELIVERY TO FRAIL SENIORS, SOCIAL AND BIRTHDAY CALLS, INCREASED CAREGIVER SUPPORT, AND HAVE APPROVED EMERGENCY FUNDING TO IN-HOME PERSONAL CARE NEEDS. OUR ENRICHMENT CENTERS AT 450 BRYANT AND CUBBERLEY LOCATIONS HAVE OVER 30 ON-LINE CLASSES OFFERED PER SEMESTER. OUR VILLAGE PROGRAM IS RESPONDING TO THEIR SENIORS AGING IN PLACE BY PROVIDING NEEDED SUPPORT FOR HOME REPAIR, GROCERY SHOPPING, AND SOCIAL SUPPORT. OUR VOLUNTEER PROGRAM AND DOOR TO DOOR PROGRAM HAS EXPANDED SERVICE TO DELIVER GROCERIES, PPE, ARRANGE TRANSPORTATION. THE CARE PARTNERS PROGRAM IS PROVIDING EDUCATION, CRISIS AND CARE MANAGEMENT, AND CAREGIVER SUPPORT TO AVENIDAS MEMBERS AND FAMILY CAREGIVERS. OUR ROSE KLEINER CENTER IN MOUNTAIN VIEW, AN ADULT DAY HEALTH CARE PROGRAM, IS MAKING SOCIAL AND TELEHEALTH CALLS, SENDING ACTIVITY PACKETS, PROVIDING CAREGIVER SUPPORT, AND HAS SEVERAL ZOOM ACTIVITIES AND EXERCISE SESSIONS EACH WEEK. WE ARE PROUD OF THE OPERATIONS TEAM PIVOTING SO QUICKLY TO IDENTIFY AND MEET THE NEEDS OF THE COMMUNITY AND OUR PARTICIPANTS. WE WILL CONTINUE TO MEET THESE NEEDS AS WE CONTINUE OUR PLANNING FOR REOPENING OUR CENTERS, HOPEFULLY IN LATE SPRING 2021. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED RESPONSIBILITY FOR REVIEW OF FORM 990 TO THE AUDIT COMMITTEE OF THE BOARD; SUCH COMMITTEE DOES REVIEW THE RETURN BEFORE IT IS FILED. FORM 990 IS SENT TO ALL BOARD MEMBERS VIA EMAIL BEFORE FILING. QUESTIONS FROM THE BOARD OR COMMITTEE ARE RESPONDED TO VIA EMAIL OR IN MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST COMPLIANCE IS REVIEWED ANNUALLY AT A BOARD MEETING. BOARD MEMBERS AND EMPLOYEES WITH SUBSTANTIAL INFLUENCE OVER AVENIDAS ARE REQUIRED TO SIGN THE ORGANIZATION'S "CONFLICT OF INTEREST AND DISCLOSURE STATEMENT" ANNUALLY. ANY DISCLOSED EVENTS, TRANSACTIONS, ARRANGEMENTS OR OTHER SITUATIONS DEEMED TO BE POTENTIALLY A CONFLICT OF INTEREST ARE DISCUSSED WITH THE FULL BOARD AND VOTED ON AS NECESSARY. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS: THE PRESIDENT & CEO DETERMINES A CONFLICT OF INTEREST WITH REGARD TO AN EMPLOYEE WITHOUT SUBSTANTIAL INFLUENCE OVER AVENIDAS; THE BOARD DETERMINES IF A CONFLICT OF INTEREST EXISTS WITH REGARD TO THE PRESIDENT & CEO OR AN EMPLOYEE WITH SUBSTANTIAL INFLUENCE OVER AVENIDAS; THE REMAINING BOARD MEMBERS DETERMINE IF A CONFLICT OF INTEREST EXISTS WITH REGARD TO A BOARD MEMBER. WITH REGARD TO AN EMPLOYEE WITHOUT SUBSTANTIAL INFLUENCE OVER AVENIDAS, THE PRESIDENT & CEO SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. WITH REGARD TO THE PRESIDENT & CEO, OR AN EMPLOYEE WITH SUBSTANTIAL INFLUENCE OVER AVENIDAS, THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF THERE IS A QUESTION AS TO WHETHER AN EMPLOYEE HAS SUBSTANTIAL INFLUENCE OVER AVENIDAS, THE PRESIDENT & CEO SHALL PRESENT THIS ISSUE TO THE BOARD OF DIRECTORS, AND THE BOARD SHALL RESOLVE THE MATTER. AFTER AN AFFILIATION DISCLOSURE BY A BOARD MEMBER, THE BOARD MEMBER SHALL LEAVE THE MEETING WHILE THE IMPLICATIONS OF THE AFFILIATION ARE CONSIDERED AND VOTED UPON. THE REMAINING BOARD MEMBERS SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE CEO AND CFO ANNUALLY. AS PART OF THESE REVIEWS, THE BOARD EXAMINES PUBLISHED MARKET DATA OF COMPARABLE NONPROFITS IN THE ORGANIZATION'S GEOGRAPHIC AREA. THE CEO REVIEWS THE CFO'S PERFORMANCE AND MAKES A RECOMMENDATION TO THE BOARD REGARDING ANY PROPOSED CHANGES TO THE CFO'S COMPENSATION. AFTER DISCUSSION, THE BOARD VOTES TO APPROVE THE FINAL SALARY ACTION FOR THE CFO. THE TWO MOST RECENT REVIEWS OF THE CFO'S COMPENSATION TOOK PLACE IN JULY 2019 AND SEPTEMBER 2020. AFTER SOLICITING INPUT FROM THE BOARD AND STAFF, THE BOARD CHAIR WRITES AND PRESENTS A REVIEW OF THE CEO'S PERFORMANCE AND MAKES A RECOMMENDATION TO THE BOARD REGARDING ANY PROPOSED CHANGES TO THE CEO'S COMPENSATION. AFTER DISCUSSION, THE BOARD VOTES TO APPROVE THE FINAL SALARY ACTION FOR THE CEO. THE TWO MOST RECENT REVIEWS OF THE CEO'S COMPENSATION TOOK PLACE IN SEPTEMBER 2019 AND SEPTEMBER 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). |
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