AVENIDAS (EIN 941480548) - 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

1961

Legal Domicile

Principal Officer

KRISTINA LUGO

Phone

6502895400

Tax Period

2024-07-01 to 2025-06-30

AVENIDAS, founded in 1961, is a community nonprofit in the Human Services sector that reported $8.0M in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Net assets of $56.1M represent 84 months of operating reserves.

Mission

SINCE 1969, SERVING OLDER ADULTS FROM TWO ENRICHMENT CENTERS AND ONE ADULT DAY HEALTH CENTER.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,112,187

Program Service Revenue $2,244,603

Investment Income $1,620,378

Other Revenue $12,063

TOTAL REVENUE $7,989,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,123,737

Fundraising Expenses $405,222

Program Expenses $6,280,143

Other Expenses $2,844,485

TOTAL EXPENSES $7,968,222

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,989,231	$6,510,399	+0.2%
Expenses	$7,968,222	$7,230,534	+0.1%
Net Income	$21,009	$-720,135	-1.0%

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

Volunteers

273

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

$412,216

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK KISSNER	CHAIR	10.00	Officer Director	$0	$0	$0
DAVID GORDON	VICE CHAIR	10.00	Officer Director	$0	$0	$0
JOHN COUCH	TREASURER	8.00	Officer Director	$0	$0	$0
ELLEN TURBOW	SECRETARY	8.00	Officer Director	$0	$0	$0
DONALD BARR	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
ANDREW CHANG	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
PETER FUNG	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
MEENA ELLIOTT	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
MANPREET GROVER	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
JUDY KLEINBERG	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
LIZ KNISS	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
KAREN KRONICK	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
DIANE MORRIS	DIRECTOR AT LARGE (THRU 3/6/25)	2.00	Director	$0	$0	$0
JUAN PELAYO	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
STEVE PLAYER	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
MIKE RANTZ	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
CARL THOMSEN	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
LANIE WHEELER	DIRECTOR AT LARGE	2.00	Director	$0	$0	$0
KRISTINA LUGO	PRESIDENT/CEO	40.00	Officer	$210,040	$7,550	$217,590
MAUREEN BREEN	CFO/VP, FINANCE & ADMIN	40.00	Officer	$175,503	$19,123	$194,626
NISHA KOUL	VP, FUND DEVELOPMENT	40.00	Highest	$144,383	$3,795	$148,178
MICHELLE SHINSEKI	VP, MARKETING & COMMUNICATIONS	40.00	Highest	$138,720	$5,386	$144,106
JENNIFER LUO	CONTROLLER	40.00	Highest	$134,140	$17,303	$151,443
TRACY MCCLOUD	CENTER DIRECTOR	40.00	Highest	$121,372	$15,873	$137,245
NANCY KEEGAN	PROGRAM DIRECTOR	40.00	Highest	$111,339	$12,061	$123,400

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
2025	$7,989,231	$7,968,222	$56,830,306	$21,009
2024	No data	No data	No data	No data
2023	$7,181,257	$7,011,863	$52,425,015	$169,394
2022	$6,728,403	$6,457,124	$49,752,413	$271,279
2021	$10,021,999	$5,848,377	$54,625,299	$4,173,622
2020	$8,177,144	$7,015,690	$49,873,175	$1,161,454
2019	$6,685,788	$6,107,579	$51,152,869	$578,209
2018	$8,749,102	$5,652,461	$50,873,653	$3,096,641

AVENIDAS