AVENUES NAVIGATING THE SPECTRUM OF RELATIONSHIPS RIGHTSINC AVENUES SUPPORTED LIVING SERVICES

EIN: 943267511 501(c)(3) Human Services

Valencia, CA

Total Revenue
$4,127,406
Total Expenses
$4,149,642
Total Assets
$1,909,686
Net Assets
$1,576,093
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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
1997
Legal Domicile
CA
Principal Officer
LORI SHEPARD
Phone
6617029788
Tax Period
2022-07-01 to 2023-06-30

AVENUES NAVIGATING THE SPECTRUM OF RELATIONSHIPS RIGHTSINC AVENUES SUPPORTED LIVING SERVICES, founded in 1997, is a community nonprofit in the Human Services sector that reported $4.1M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

To support people with developmental disabilities toward the goal of empowering them with the ability to guide their own lives experience

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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 (2022)

Revenue Breakdown

Contributions & Grants $179,253
Program Service Revenue $3,946,147
Investment Income $2,006
Other Revenue $0
TOTAL REVENUE $4,127,406

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,688,138
Fundraising Expenses $132,243
Program Expenses $3,756,818
Other Expenses $461,504
TOTAL EXPENSES $4,149,642

Year-over-Year Comparison

2022 2021 Change
Revenue $4,127,406 $3,766,415 +0.1%
Expenses $4,149,642 $3,487,079 +0.2%
Net Income $-22,236 $279,336 -1.1%
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

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Governance

Voting Members
7
Independent Members
7
Employees
93
Volunteers
10

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
4
$203,886
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSEPH DONOFRIO President 2.000
Officer Director
$0 $0 $0
BRIAN CANADY Director 1.000
Director
$0 $0 $0
CHERYL MAYFIELD Director 1.000
Director
$0 $0 $0
KAREN MANN Secretary 1.000
Director
$0 $0 $0
MATT SCHREIBER Treasurer 1.000
Officer Director
$0 $0 $0
ROBERT SCOTT S SHEPARD Executive Director 50.00
Officer
$113,498 $0 $113,498
SUSAN HELDORN Director 5.000
Director
$0 $0 $0
MAUREEN SPINDT Director 3.000
Director
$0 $0 $0
LORI SHEPARD Director of Operations 50.00
Officer
$90,388 $0 $90,388
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 No data No data No data No data
2024 No data No data No data No data
2023 $4,127,406 $4,149,642 $1,909,686 $-22,236
2022 $3,766,415 $3,487,079 $1,857,341 $279,336
2021 $3,623,537 $3,716,670 $1,504,682 $-93,133
2020 $3,540,466 $3,598,040 $1,582,703 $-57,574
2019 $3,217,437 $3,434,958 $1,087,480 $-217,521
2018 $2,981,518 $3,078,324 $1,161,743 $-96,806
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