AVIVO (EIN 410828779) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

KELLY MATTER

Phone

6127528000

Tax Period

2023-01-01 to 2023-12-31

AVIVO, founded in 1956, is a mid-sized nonprofit in the Human Services sector that reported $36.8M in total revenue in fiscal year 2023.

Mission

INCREASE WELL-BEING THROUGH RECOVERY & CAREER ADVANCEMENT WHILE WORKING TO END HOMELESSNESS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,174,319

Program Service Revenue $9,856,284

Investment Income $360,344

Other Revenue $458,724

TOTAL REVENUE $36,849,671

Expense Breakdown

Grants Paid $6,950,095

Salaries & Benefits $22,699,976

Fundraising Expenses $917,370

Program Expenses $34,327,669

Other Expenses $9,404,903

TOTAL EXPENSES $39,054,974

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,849,671	$36,027,497	+0.0%
Expenses	$39,054,974	$38,377,287	+0.0%
Net Income	$-2,205,303	$-2,349,790	-0.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

506

Volunteers

1310

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$285,468

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN JAEGER	CHAIR	2.00	Officer Director	$0	$0	$0
CHARLES ABRAHAMSON	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DR THOMAS KEUL	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTOPHER TOPPIN	TREASURER	2.00	Officer Director	$0	$0	$0
KATHLEEN MCCLUNG	EXTERNAL RELATIONS CHAIR	2.00	Officer Director	$0	$0	$0
BRIAN VAN ABEL	DIRECTOR	2.00	Director	$0	$0	$0
CHAD UNDERWOOD	DIRECTOR	2.00	Director	$0	$0	$0
DARRIN KRENZ	DIRECTOR	2.00	Director	$0	$0	$0
DR NICOLE COOPER	DIRECTOR	2.00	Director	$0	$0	$0
JASON BEUMER	DIRECTOR	2.00	Director	$0	$0	$0
JILL BUTLER	DIRECTOR	2.00	Director	$0	$0	$0
KATHRYN SCHOENROCK	DIRECTOR	2.00	Director	$0	$0	$0
LAVELLE NEAL	DIRECTOR	2.00	Director	$0	$0	$0
MARK SKUBIC	DIRECTOR	2.00	Director	$0	$0	$0
RON ZWEBER	DIRECTOR	2.00	Director	$0	$0	$0
EMILY HEBERT	DIRECTOR	2.00	Director	$0	$0	$0
KELLY MATTER	PRESIDENT/CEO	40.00	Officer	$268,040	$17,428	$285,468
EMILY BASTIAN	VP ENDING HOMELESSNESS	40.00	Highest	$147,809	$29,384	$177,193
METTE MCLOUGHLIN	VP HUMAN RESOURCES	40.00	Highest	$134,905	$60,926	$195,831
BRUCE WENGER	VP EXTERNAL RELATIONS	40.00	Highest	$137,822	$37,540	$175,362
NICHOLAS FRY	VP INFORMATION TECHNOLOGY & COMPLIANCE	40.00	Highest	$128,343	$26,930	$155,273
REBECCA LOPEZ	VP CAREER ED & EMPLOYMENT SVCS	40.00	Highest	$114,699	$17,032	$131,731

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$36,849,671	$39,054,974	$23,942,839	$-2,205,303
2022	$36,027,497	$38,377,287	$24,471,866	$-2,349,790
2021	$39,599,118	$35,562,140	$27,736,019	$4,036,978
2020	$35,747,362	$31,281,709	$29,856,281	$4,465,653
2019	$28,726,908	$28,698,902	$13,044,745	$28,006
2018	$28,427,440	$28,248,337	$11,298,159	$179,103

AVIVO