AVENIDAS

EIN: 941480548 501(c)(3) Human Services

PALO ALTO, CA

Total Revenue
$7,989,231
Total Expenses
$7,968,222
Total Assets
$56,830,306
Net Assets
$56,096,526
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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
CA
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

THE MISSION OF AVENIDAS IS TO HELP OLDER ADULTS IN OUR COMMUNITY BE AS ACTIVE, ENGAGED AND HEALTHY AS POSSIBLE THROUGHOUT THEIR LIVES BY PROVIDING RELEVANT SERVICES AND PROGRAMS.

Program Service Accomplishments

Program 1
Expenses: $3,290,955 Revenue: $1,318,685

AVENIDAS ROSE KLEINER CENTER: ADULT DAY HEALTH CARE PROVIDES TRANSPORTATION, NUTRITION, RECREATION, SOCIAL SERVICE, AND HEALTH SERVICES (INCLUDING NURSING CARE, PHYSICAL THERAPY, OCCUPATIONAL...

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AVENIDAS ROSE KLEINER CENTER: ADULT DAY HEALTH CARE PROVIDES TRANSPORTATION, NUTRITION, RECREATION, SOCIAL SERVICE, AND HEALTH SERVICES (INCLUDING NURSING CARE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, DIETARY AND SPEECH THERAPY) TO FRAIL SENIORS AND DEPENDENT ADULTS. THE AVENIDAS ROSE KLEINER CENTER HAD 12,897 DAYS OF SERVICE PROVIDED TO 134 UNDUPLICATED CLIENTS.

Program 2
Expenses: $1,455,055 Revenue: $311,880

SOCIAL WORK SERVICES - AVENIDAS SOCIAL WORK SERVICES HELPS 789 CLIENTS THAT ARE OLDER ADULTS AND CAREGIVERS NAVIGATE COMPLEX LEGAL, FINANCIAL, AND HEALTHCARE SYSTEMS WHILE PROVIDING ENHANCED CARE...

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SOCIAL WORK SERVICES - AVENIDAS SOCIAL WORK SERVICES HELPS 789 CLIENTS THAT ARE OLDER ADULTS AND CAREGIVERS NAVIGATE COMPLEX LEGAL, FINANCIAL, AND HEALTHCARE SYSTEMS WHILE PROVIDING ENHANCED CARE MANAGEMENT TO 429 CLIENTS WHO ARE HIGH-NEED MEDI-CAL RECIPIENTS TO COORDINATE MEDICAL AND SOCIAL GOALS. THE PROGRAM ALSO FEATURES COMMUNITY HEALTH WORKERS WHO OFFER EDUCATION ON CHRONIC DISEASE MANAGEMENT TO IMPROVE HEALTH OUTCOMES AND SUPPORT LONG-TERM INDEPENDENCE. BY CONNECTING INDIVIDUALS TO ESSENTIAL COMMUNITY RESOURCES LIKE FOOD BANKS AND TRANSPORTATION, AVENIDAS ENSURES A HOLISTIC APPROACH TO SENIOR WELLNESS AND CAREGIVER SUPPORT.

Program 3
Expenses: $785,047 Revenue: $238,175

PARTICIPANT & HEALTH SERVICES: PROVIDES RECEPTION, REGISTRATION, MEMBERSHIP TO OLDER ADULTS, AND FACILITATES THE PROVISION OF EDUCATION, RECREATION, AND SOCIAL SERVICES. WE HAD 11,989 REGISTRATIONS...

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PARTICIPANT & HEALTH SERVICES: PROVIDES RECEPTION, REGISTRATION, MEMBERSHIP TO OLDER ADULTS, AND FACILITATES THE PROVISION OF EDUCATION, RECREATION, AND SOCIAL SERVICES. WE HAD 11,989 REGISTRATIONS WITH 62,098 INDIVIDUAL SERVICE ENCOUNTERS PROVIDED TO 1,746 LIFELONG LEARNING PARTICIPANTS AND 802 HEALTH AND WELLNESS PARTICIPANTS AND ACROSS THE AGENCY.

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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%)

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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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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
69
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
6
$412,216
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
5
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
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