2024-10-09T10:55:05-07:00 2024-06-30 680260103 Regalia & Associates CPAS 103 Town and Country Drive Suite K Danville CA 94526 990 2023-07-01 272174330 Ashby Village Inc ASHB 5102049200 1821 Catalina Avenue Berkeley CA 94707 Andra Lichtenstein Chair 5102049200 2024-10-09 true true Douglas W Regalia P00186389 9253140390 2023 2024-10-15 13:58:12Z Andra Lichtenstein 1821 Catalina Avenue Berkeley CA 94707 772995 false X www.ashbyvillage.org X 2014 CA To provide members over age 50 with the resources, referrals and services they need to age in their homes and in their communities. 14 14 7 220 0 426846 459952 138838 304636 1237 8407 0 566921 772995 0 0 545595 575726 0 50966 163802 182577 709397 758303 -142476 14692 677120 706212 143883 146361 533237 559851 X Ashby Village connects us with one another, offering support and opportunities for meaningful, engaging experiences. false false 598310 304636 RECENT ORGANIZATIONAL ACCOMPLISHMENTS INCLUDE EXPANDING OUR SERVICE AREA, PLAYING A LEADERSHIP ROLE IN PLANNING FOR AGING SERVICES LOCALLY AND STATE-WIDE, AND PROVIDING SERVICES AND A SUPPORTIVE COMMUNITY TO OUR VILLAGE FAMILY AND BEYOND. ASHBY VILLAGE NOT ONLY MAINTAINED BUT ALSO ENHANCED AND SCALED SERVICES & PROGRAMS, WHICH ARE DESIGNED AND DELIVERED BY OUR MEMBERS AND VOLUNTEERS. THEY INCLUDE: 1. ESSENTIAL SERVICES: IN-HOME TECHNOLOGY SUPPORT SERVICES; RIDES TO AND FROM MEDICAL APPOINTMENTS; IN-PERSON SUPPORT DURING MEDICAL VISITS; HOME SAFETY ASSESSMENTS; HOME REPAIRS, DECLUTTERING AND ORGANIZING; GROCERY SHOPPING; AND MORE. 2. SOCIAL CARE SERVICES: IN-HOME SOCIAL VISITS AND SOCIAL CALLS; IN-HOME SOCIAL CARE EVALUATIONS; REFERRALS TO SOCIAL SERVICE AGENCIES AND VETTED PRIVATE CARE PROVIDERS. 3. ONLINE SUPPORT GROUPS: GROUPS FOR PEOPLE WITH LOW VISION AND HEARING LOSS; FOR THOSE IN THEIR 70S, 80S, 90S AND OLDER; AND FOR FAMILY CAREGIVERS. 4. ONLINE AND IN-PERSON INTEREST GROUPS: SCIENCE & IDEAS; ELDER ACTION; ARTS & CULTURE; EXPLORING CREATIVITY; WRITING; FILM; NEIGHBORHOOD-BASED SOCIAL GROUPS; IPHONE AND IPAD GROUP; AND ANDROID GROUP. 5. SOCIAL, CULTURAL, EDUCATIONAL, AND WELLNESS PROGRAMS AND ACTIVITIES: ACCESS TO OVER 60 PROGRAMS AND EVENTS EACH MONTH, HAPPENING ONLINE, IN-PERSON, AND IN LOCAL NEIGHBORHOODS.OTHER KEY ACCOMPLISHMENTS INCLUDE: ** DIVERSITY EQUITY AND INCLUSION (DEI): WE DESIGNED AND ARE LAUNCHING A MORE AFFORDABLE IT TAKES A VILLAGE REDUCED-COST MEMBERSHIP OPTION. OUR EVOLVING MEMBER DEMOGRAPHICS CHALLENGED US TO TAKE A DEEP LOOK AT AND TRANSFORM OUR PROGRAMS, SERVICES, OPERATIONS, AND COMMUNICATIONS TO BE MORE ACCESSIBLE, INCLUSIVE, AND EQUITABLE TO OLDER ADULTS WITH DISABILITIES. ** VOLUNTEERS: OUR OVER 200 VOLUNTEERS GAVE AN ESTIMATED 20,000 HOURS OF LABOR. ** MEMBERS: MEMBERSHIP GREW TO 450 ITS HIGHEST LEVEL EVER. THERE ARE NOW 35 SUPPORT, INTEREST, AND NEIGHBORHOOD GROUPS, THE MOST EVER, WITH OVER 340 MEMBERS PARTICIPATING IN ONE OR MORE GROUPS. ** COMMUNICATIONS: ENHANCEMENTS TO THE VILLAGE VOICES NEWSLETTER AND THE SUNDAY (Continued on Schedule O) 598310 true true false false false false false false false true false true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 7 true false false false false false false false 0 false false false false false false false X 14 14 false false false false false false false true true false false true true true true true true true true false CA X X X Edwin Eng 5102049200 1821 Catalina Avenue Berkeley CA 94707 Bab Freiberg Exec Director 40.00 0.00 X 125500 0 0 Andra Lichtenstein Chair 4.00 0.00 X X 0 0 0 Steve Lustig Vice Chair 4.00 0.00 X X 0 0 0 Edwin Eng Treasurer 4.00 0.00 X X 0 0 0 Susan Pierpoint Secretary 4.00 0.00 X X 0 0 0 Judy Appel Director 2.00 0.00 X 0 0 0 Ina Bendich Director 2.00 0.00 X 0 0 0 Sophia Chen Director 2.00 0.00 X 0 0 0 Robert Davis Director 2.00 0.00 X 0 0 0 Joseph Evinger Director 2.00 0.00 X 0 0 0 Julie Freestone Director 2.00 0.00 X 0 0 0 Carrie Graham Director 2.00 0.00 X 0 0 0 Bryan Ricks Director 2.00 0.00 X 0 0 0 Mike Webb Director 2.00 0.00 X 0 0 0 Diane Wong Director 2.00 0.00 X 0 0 0 125500 1 false false false 0 459952 459952 Membership Dues & Assessments 624100 304636 304636 304636 8407 8407 0 0 0 0 0 0 0 0 772995 304636 8407 0 0 0 0 130500 78300 32625 19575 0 327546 281690 29479 16377 0 82723 71142 7445 4136 34957 30243 2966 1748 0 1033 775 206 52 40376 30282 8075 2019 0 0 0 15575 11681 3115 779 0 8938 6704 1787 447 11568 8676 2314 578 0 41392 31044 8278 2070 0 0 6324 4743 1265 316 0 0 0 0 ITAV Subsidies 27675 20756 5535 1384 Bank & Service Fees 7689 5767 1538 384 Salesforce Buildout 7638 5729 1527 382 Equipment & Furniture 5501 4126 1100 275 8868 6652 1772 444 758303 598310 109027 50966 140887 47224 415873 530239 0 0 0 0 0 0 21839 16328 0 0 95521 109421 0 0 3000 3000 677120 706212 356 6677 126347 123990 17180 15694 143883 146361 X 280252 293620 252985 266231 533237 559851 677120 706212 X 14692 6922 5000 X false false false X 675179 835935 732606 565684 764588 3573992 44353 4381 48734 0 0 0 675179 880288 736987 565684 764588 3622726 84450 80450 75000 75000 314900 0 84450 80450 75000 75000 314900 3307826 103 106 114 1237 8407 9967 0 103 106 114 1237 8407 9967 0 3304 7395 10699 675282 883698 744496 566921 772995 3643392 0.90790 0.87680 0.00270 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95521 13900 109421 100509 -4988 95521 100000 509 100509 false false false 109421 Payroll liability 15694 15694 Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: (Continued from Form 990 Page 2)WEEKLY UPCOMING EVENTS SUMMARY HAVE MADE EACH EASIER TO READ AND FIND ONES INTERESTS.** BOARD MEMBERS: ONE TALENTED NEW BOARD MEMBER WAS RECRUITED TO THE BOARD.** DEVELOPMENT: WE SOFT LAUNCHED THE INITIAL PHASE OF A REVIVED PLANNED GIVING PROGRAM, RECEIVED GRANTS FROM TWO NEW FOUNDATION FUNDERS AND A RENEWED THREE-YEAR COMMITMENT FROM OUR LARGEST FOUNDATION SUPPORTER, AND WE RAISED OVER $265,000 IN INDIVIDUAL DONATIONSTHE HIGHEST EVER.GROWING OUR FOOTPRINT TO SEVEN CITIES HAS SET ASHBY VILLAGE ON A NEW JOURNEY OF PURPOSEFUL CHANGE THROUGH COLLABORATION. WE ARE ACTIVELY WORKING TO ALIGN THE ORGANIZATION WITH OTHER COMMUNITY BASED ORGANIZATIONS THAT ARE DESIGNING AND TESTING SOLUTIONS TO THE ESCALATING CRISIS OF SOCIAL ISOLATION AND HOUSING INSTABILITY AMONG OLDER ADULTS. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's management. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service. Form 990, Part VI, Section B, Line 12c Members of the Board of Directors review all potential conflicts of interest periodically. Top management and all Board members are required to disclose potential conflicts and any related party affiliations. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures. Form 990, Part VI, Section B, Line 15a Members of the board of directors review the compensation of all high-level personnel periodically in accordance with IRS rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with IRS guidelines and the organization's policies and procedures. Form 990, Part VI, Section B, Line 15b Compensation of other personnel and highly compensated employees is reviewed periodically by members of management. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries and all related benefits. All decisions are then documented in personnel files. Form 990, Part VI, Section C, Line 18 Tax returns are available by request from the organization's office in Berkeley, California. Form 990, Part VI, Section C, Line 19 All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office. Form 990, Part XI, Line 9 Return of prior year legal retainer = $5000