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Viamonte Senior Living

  • San Francisco, CA
  • Tax-exempt since June 2017
  • EIN: 81-2951897

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Housing, Shelter / Housing Support Services -- Other (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$20.8M (2023)

Expenses
$20.5M (2023)

Total Assets
$216M (2023)

Total Liabilities
$220M (2023)

Source: Form 990 tax filings from 2016 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,804,021
Expenses
$20,455,850
Net Income
$348,171
Net Assets
-$4,522,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,795
0.2%
Program Services $17,958,149
86.3%
Investment Income $2,800,442
13.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,635
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $327,655
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $3,624,912
17.7%
Assets/Debt
Total Assets $215,534,160
Total Liabilities $220,056,639
Net Assets -$4,522,479
Compensation
Key Employees and Officers Compensation Related Other
Charles Shoemake (Cfo, Treasurer) $0 $382,230 $40,491
David J Latina (Chief Busn. Dev. Officer, Secretary) $0 $294,603 $46,410
David Jamison (Chair) $0 $0 $0
Steve Herman (Vice Chair) $0 $0 $0
Gary Freeman (Board Member) $0 $0 $0
Phillip Placier (Board Member (Thru 12/23)) $0 $0 $0
Michele Stratton (Board Member) $0 $0 $0
Sara Mcvey (President And Ceo) $0 $580,233 $34,919
Martha A Atwood (Chief Hr & Compliance Officer) $0 $296,392 $17,119
Melody Mitchell Allan (Executive Director, Viamonte) $0 $250,398 $44,558
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Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,202,283
Expenses
$19,150,505
Net Income
-$5,948,222
Net Assets
-$4,870,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,500
0.4%
Program Services $12,478,278
94.5%
Investment Income $670,313
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,192
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $273,126
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,286,014
17.2%
Assets/Debt
Total Assets $246,637,848
Total Liabilities $251,508,498
Net Assets -$4,870,650
Compensation
Key Employees and Officers Compensation Related Other
Sara Mcvey (President And Ceo) $0 $624,833 $34,537
Charles Shoemake (Cfo) $0 $403,845 $39,273
Martha A Atwood (Chief Hr & Compliance Officer) $0 $314,153 $46,272
David J Latina (Chief Business Development Officer) $0 $290,109 $42,715
Melody Mitchell Allan (Executive Director, Viamonte) $0 $251,911 $43,834
David Jamison (Chair) $0 $0 $0
Steve Herman (Vice Chair) $0 $0 $0
Gary Freeman (Board Member) $0 $0 $0
Phillip Placier (Board Member) $0 $0 $0
Michele Stratton (Board Member) $0 $0 $0
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Document Links

990
Filed on Oct. 26, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,634,323
Expenses
$20,860,370
Net Income
-$13,226,047
Net Assets
$1,077,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,547
0.3%
Program Services $7,506,979
98.3%
Investment Income $46,314
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $59,483
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $165,909
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $3,710,476
17.8%
Assets/Debt
Total Assets $242,110,392
Total Liabilities $241,032,820
Net Assets $1,077,572
Compensation
Key Employees and Officers Compensation Related Other
David Jamison (Chair) $0 $0 $0
Steve Herman (Vice Chair) $0 $0 $0
Michele Stratton (Board Member) $0 $0 $0
Philip Placier (Board Member) $0 $0 $0
Gary Freeman (Board Member) $0 $0 $0
Sara Mcvey (President And Ceo) $0 $558,073 $24,706
Martha A Atwood (Chief Hr & Compliance Officer) $0 $263,461 $41,133
Charles Shoemake (Cfo) $0 $336,370 $23,968
David J Latina (Chief Business Development Officer) $0 $326,324 $32,379
Melody Mitchell Allan (Executive Director, Viamonte) $0 $221,941 $40,045
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Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$703,209
Expenses
$4,676,210
Net Income
-$3,973,001
Net Assets
$14,309,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $277
0.0%
Program Services $265,568
37.8%
Investment Income $398,491
56.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $31,373
4.5%
Net Inventory Sales $0
Other Revenue $7,500
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $69,882
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,292,795
27.6%
Assets/Debt
Total Assets $282,822,555
Total Liabilities $268,513,546
Net Assets $14,309,009
Compensation
Key Employees and Officers Compensation Related Other
Sara Mcvey (President And Ceo) $0 $464,650 $12,621
Nan Boyd (Cfo (Thru 8/20)) $0 $315,268 $20,819
David J Latina (Chief Business Development Officer) $0 $274,700 $30,759
Martha A Atwood (Chief Hr & Compliance Officer) $0 $242,172 $40,649
Steven R Hieger (Chief Information Systems Officer) $0 $224,189 $26,101
Charles Shoemake (Cfo) $0 $66,436 $5,747
Philip Placier (Chair) $0 $0 $0
Gary Freeman (Vice Chair) $0 $0 $0
Steve Herman (Board Member) $0 $0 $0
David Jamison (Board Member) $0 $0 $0
Michele Stratton (Board Member) $0 $0 $0
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Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,800
Expenses
$2,691,294
Net Income
-$2,680,494
Net Assets
$18,309,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,800
100%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $64,438
2.4%
Assets/Debt
Total Assets $248,381,196
Total Liabilities $230,071,912
Net Assets $18,309,284
Compensation
Key Employees and Officers Compensation Related Other
Phillip Placier (Chair) $0 $0 $0
Gary Freeman (Vice Chair) $0 $0 $0
David Jamison (Board Member) $0 $0 $0
Steve Herman (Board Member) $0 $0 $0
Michelle Stratton (Board Member) $0 $0 $0
Gordon Howie (Board Member) $0 $0 $0
David Berg (Ceo (Thru 9/2019)) $0 $426,817 $36,283
Sara Mcvey (Ceo (Start 9/2019)) $0 $195,955 $2,316
Nan Boyd (Cfo) $0 $282,793 $23,738
Martha Atwood (Vp Of Hr & Compliance) $0 $255,118 $40,542
Glen Goddard (Exec. Dir., The Sequoias Sf) $0 $232,100 $15,100
David Latina (Vp Of Business Development) $0 $275,075 $30,881
Steven Hieger (Vp Of Information Systems) $0 $237,507 $25,438
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Document Links

990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,058,955
Expenses
$6,347,837
Net Income
-$4,288,882
Net Assets
$20,837,295
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,058,955
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $227,500,316
Total Liabilities $206,663,021
Net Assets $20,837,295
Compensation
Key Employees and Officers Compensation Related Other
Michelle Stratton (Board Member) $0 $0 $0
Gary Freeman (Board Member) $0 $0 $0
Phillip Placier (Board Member) $0 $0 $0
David Jamison (Board Member) $0 $0 $0
Steve Herman (Board Member (Beg. 8/1/18)) $0 $0 $0
Lydia Tan (Board Member (End. 8/1/18)) $0 $0 $0
C Gordon Howie (Board Member Chair) $0 $0 $0
Don Meninga (Vp Of Finance (End. 5/31/18)) $0 $148,796 $17,042
Martha Atwood (Vp Of Hr & Compliance) $0 $219,297 $37,215
David Berg (President/Ceo) $0 $409,358 $25,416
Glen Goddard (Exec. Dir., The Sequoias Sf) $0 $187,553 $17,425
Nan Boyd (Vp Finance) $0 $163,194 $6,048
David Latina (Vp Of Business Development) $0 $249,098 $28,290
Steve Hieger (Vp Of Information Systems) $0 $200,662 $20,100
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Document Links

990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,856
Expenses
$185,473
Net Income
-$146,617
Net Assets
$22,780,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $426
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $38,430
98.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,769,448
Total Liabilities $9,988,688
Net Assets $22,780,760
Compensation
Key Employees and Officers Compensation Related Other
Michelle Stratton (Chair) $0 $0 $0
Gary Freeman (Vice Chair) $0 $0 $0
Phillip Placier (Board Member) $0 $0 $0
Steve Herman (Board Member) $0 $0 $0
David Jamison (Board Member) $0 $0 $0
Lydia Tan (Board Member) $0 $0 $0
Don Meninga (Vp Of Finance) $0 $251,441 $29,791
Martha Atwood (Vp Of Human Resources) $0 $197,007 $33,632
David Berg (President/Ceo) $0 $375,952 $11,486
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Document Links

990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160
Expenses
$0
Net Income
$160
Net Assets
$160
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $160
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $253,160
Total Liabilities $253,000
Net Assets $160

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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