4000 Middlefield Rd, Suite #I-2Palo Alto, CA 94303(650) 289-5400 | www.avenidas.org

Presorted Non-ProfitUS Postage

PAIDPermit #604

Sacramento, CA

OUR ROAD TO PROGRESS

Annual ReportFY 2016-17

Board of DirectorsFY 2016-17

Chair of the BoardJim Phillips

Vice ChairBarbara Krimsky Binder

TreasurerBruce Heister

SecretaryRick Stern

DirectorsLoren BrownJeremy BurnsMichael CouchChris DuovosNancy GoldcampCindy HofenGloria HomLarry KleinHank MasseyNancy McGaraghanEliane NeukermansDeborah RadinDr. Linda Dariki ShortliffeJerome B. SpectorSylvie Way

City of Palo AltoCouncil LiaisonLiz Kniss

City of Mountain View Council LiaisonLisa Matichak

President & CEOAmy Andonian

OUR LEADERS OUR NUMBERSSometimes it is hard to look back and see all that we have accomplished in a year, especially since we have been so future-focused. When we do pause and reflect, it is thrilling to see how much we have been able to achieve. We truly are on the road to progress!

One year ago, we were preparing the project design to renovate and expand our 450 Bryant Street facility. Once we were granted the City’s approval, we started on our construction drawings and began the building permit application process.

Somehow we also found time to host a fun, informative block party for the whole community to come learn about our project, and we raised over $15 million by the end of the fiscal year!

Next we worked with a national market study research firm, IMPACTS, to conduct an Awareness, Attitude and Usage (AAU) study of over 14,000 older adults in our service region to find out their wants and needs as they traverse their aging journeys. This will influence our programming when we return to our new building.

Time was spent taking a close look at our technology and infrastructure so we could develop an “IT Roadmap” which now guides us as we overhaul many of our IT and business systems to prepare us for future growth.

We raised money so that we could hire an Avenidas Generations Lab Manager, and hosted a new conference on Aging & Technology, along with several well-attended Tech Talks. We produced a second new conference that focused on the Mind, Body & Spirit, and held another of our acclaimed speaker events, this one featuring Heisman Trophy winner Jim Plunkett.

Finally, we turned our attention to our upcoming move. We applied for and received program space at Cubberley, and began planning for our big move to this temporary space in South Palo Alto over the summer.

Indeed, it has been a fast-paced and exciting year. We continue on the road to progress and thank you for your support along the way!

Sincerely, Amy Andonian Jim Phillips

REVENUES & SUPPORT*

EXPENSES

CHANGE IN NET ASSETS

NET ASSETS

Program service fees and other income

Program servicesSupport services:

Operating activities

Beginning of yearEnd of year

Total Operating Income

Total Expenses

Total Change in Net Assets

$4,700,390

$4,832,318

$10,483,255

$1,498,046

$909,111$1,573,745

$640,318$79,170

$3,475,589

$64,940

$8,856,042$102,807

$3,230,080($1,573,745)

$34,268,400

$44,750,808

($196,869)

$646,790

$455,903

$254,036

Avenidas has always offered affordable programs and services. While fees are charged for many services, they do not cover costs and, as a result, it is necessary to raise funds to subsidize every program. These subsidies come from community support, investment income, grants, and government funding.

This year, fees that participants paid covered 31% of operating costs. Avenidas uses its endowment and other reserves to provide funding for program services now and into the future. Transfers to operations in FY17 totaled $1,573,745, most of which (approximately $1,010,000) was provided by the endowment. The sources of the remaining transfers included board-designated funds and contributions received in prior years that were released from restrictions in FY17.

In FY17, Avenidas had an operating deficit of ($132,777). In part, the deficit was a result of increased spending on infrastructure. As part of our IT Roadmap, we realized we needed to invest in software and consulting to enhance our long-term ability to raise additional revenue so that we can continue to offer effective programs in the future. Despite the operating loss, net assets increased by almost $10.5 million due to a successful year of Capital Campaign fundraising and excellent returns on endowment investments.

Contributions and special events Board authorized reserve transfers & net assets releasedGovernment funding

Other

Management and general

Fundraising - general

Fundraising - capital project

Depreciation and amortizationCapital campaign revenueBequestsInvestment gainAppropriation of endowment and reserve assets

* Reflects operating revenues for the period

Financial information is derived from our draft financial statements for the year ended June 30, 2017. For complete audited financial statements, please see our website at www.avenidas.org/about/financial

Avenidas Care Partners

Avenidas Handyman Services

OUR PROGRAMS

When times get tough, people on the mid-Peninsula are not alone. They can contact the Avenidas Care Partners group to receive information and assistance, counseling, support groups, family consultations, and individual case management.

When people need a reliable source for minor repairs to their home, they call the Avenidas Handyman Service for assistance with painting, electrical work, carpentry, and plumbing jobs, all at below-market rates.

More than 1,000 families received support from our social workers!

Our trusty handymen completed 365 tasks for homeowners!

Avenidas VillageStaying in the home that they love is a goal of many.With an Avenidas Village membership, people have 24/7 telephone assistance, access to a large vendor network, social and cultural outings and peace of mind, knowing they have someone to call day or night for help.

375 people enjoyed peace of mind living in their own homes thanks to Avenidas Village!

Avenidas Rose Kleiner CenterParticipants at our adult day health program benefit greatly from the daily group exercise, various therapies, socializing, hot meals and engaging programming while their families benefit from getting a break from caregiving.

94 frail adults were able to maintain their strength through physical therapy at Avenidas Rose Kleiner Center!

Avenidas Lifelong Learning & LeisurePeople love coming to Avenidas to learn a new language, try an art class, participate in a wine tasting or test out a new hobby. The friendships formed while doing so are a wonderful side benefit!

3,726 people participated in a class or workshop to keep themselves involved and active!

Avenidas Generations LabThe goal of this program is to integrate technology into adults’ daily lives through education, enrichment, and exposure while shaping new products that will help them maintain connections and independence as they mature.

Over 700 people learned more about technology through a Tech Talk or a one-on-one tutoring session!

OUR DONORSCHAIR’S CIRCLE ($20,000+)AnonymousHamilton ProjectHandel Sunrise Foundation/Silicon Valley Community FoundationLos Altos Community FoundationCity of Palo AltoPalo Alto Commons Management LLCPalo Alto Farmers MarketPalo Alto Medical FoundationSanta Clara CountySobrato Family FoundationSourcewiseThe Wakerly Family FoundationThe Ronald and Ann Williams Charitable Foundation

DIRECTOR’S CIRCLE ($10,000+)AnonymousAssociation for Senior Day HealthCare IndeedPeggy and Yogen DalalThe Floyd Family FoundationNancy and Richard GoldcampBarbara HagerEleanor and Bruce HeisterCatherine and Franklin JohnsonNurseRegistry.comRuth SeilerThoits Bros. Inc.Sylvie and Donald Way

PRESIDENT’S CIRCLE ($5,000+)AnonymousJanice and William AndersonAnne and Terry ClarkFran Codispoti Coldwell BankerThe CTA FoundationNancy DrapkinHome Instead Senior CareKiwanis Club of Mountain View

Dorothy LazierMackenzie Family FundJudy and George MarcusEve and John MeltonPaula and Mike RantzCarolyn and Tom ReeseBill RellerCarol Seiler RobertsNancy and Rick SternJeanne and Leonard WareRobert C. WilsonJudy and Alan Zafran

AVENIDAS ADVOCATE ($2,500+) AnonymousJan and Brad AnkerAnnette Bialson and Gary SharronBarbara and Bill BinderTerri BullockBill FriedmanThe Carl Gellert and Celia Berta Gellert FoundationCindy and Jim HofenHonorBarbara and Carl JacobsonThe Madsen Family FoundationEllie and Dick MansfieldThe Morgan Family Foundation The Morrison and Foerster FoundationNancy S. MuellerEliane and Armand NeukermansAlma and Jim PhillipsTOSA Foundation

AVENIDAS PARTNER ($1,000+)AnonymousBruce Ackermann and John CouchMichelle and Omar BaldonadoJeremy BurnsBarbara and William BusseChanning House

Jean and Michael CouchAnn and Bob DeBuskCathy DoltonDenise Savoie and Darrell DuffieGary and Jeffrey DunkerShirley ElyPatricia and Steve EmslieMarcia and John GoldmanHealth Care Partners Inc.The Herbst Foundation, Inc.Janine and Darel HodgsonLeannah HuntDr. James Bassett and Lily HurlimannInstitute on AgingTeresa M. Lobdell and William S. JohnsonBarbara JonesCarla KenworthyAlison and John KingKiwanis Club of Palo AltoMilbrey McLaughlin and Lawrence KleinJoyce and Robert KleinerCathy and Howard KroymannSue and Peter LaTourretteAna and Dan MarshallAmie Chang and Hank MasseyMatched Caregivers Continuous CareNancy and Patrick McGaraghanRuth NuckollsTomoko OkudaSusan Packard Orr and Franklin OrrNancy and David PetronePaula and William PowarDeborah Radin, Kramer Radin Law FirmThe Ranzetta Family Charitable FundNorman and Nancy Weeks RossenMarian RouseAnne and Dan Rudolph

Avenidas Volunteer ProgramPeople want a way to give back as they get older and they look to Avenidas to provide interesting and fun opportunities to put their time and talent to work. A few of the ways volunteers give back include helping children learn to read, staffing an event or serving on the Board of Directors.

372 volunteers were matched with projects to stay engaged and active!

Avenidas Door to Door TransportationFor folks who no longer drive, the Avenidas Door to Door program is a real lifesaver. They can get rides to medical appointments, to visit friends or go grocery shopping. Additionally, we educate seniors on local transportation options that meet their needs including public transportation, ridesharing apps, and other helpful resources.

4,900 rides got people where they needed to go!

Avenidas Health & WellnessStaying healthy is at the top of everyone’s list and they know Avenidas offers health screenings, lectures, fitness classes for all levels, therapeutic massage, podiatry and more to keep everyone at the top of their game.

4,441 adults stayed healthier through our vast array of Health & Wellness offerings!

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OUR PROGRAMS

JoAnne and Albert M. RussellBettina McAdoo and Gordon RussellAndrea and James SandstromThe Ellen and Robert F. Sawyer FundPearl Anne SeippThe SequoiasDr. Linda Dariki ShortliffeDr. Leonard Shustek and Donna DubinskyJudy and Wally SleethJerry and Dick SmallwoodPaula and Steve SmithMaddy and Isaac SteinAugusta and John StewartAnne and Craig TaylorNinna TraugottMara and Rick WallaceRosemary WangSheila and Mark WolfsonThe Woman’s Club of Palo Alto

AVENIDAS SPONSOR ($500+)AnonymousMargaret AbeClub AveneedlesDonna Bohling and Douglas KalishElizabeth and Mark BrandinBridgePoint at Los AltosDudley and Curtis CarlsonJon CastorDawn and Rowland ChaseRuth and George ChippendaleIngrid and Tom ChippendaleLaura and Simon ChiuDiane and Jon ClaerboutLies and Klaus DahlDennis E. DalyJean and Dexter DawesMary and Robert DodgeGail and Robert DunhamLinda and Jerry ElkindGretchen B. Emmons

Family MattersJudith and Monty FrostAnne and Steve GalliDianne and Wesley GardinerFrances and Ted GeballeLynn and Jim GibbonsBetsy GiffordBarbara and Michael GrossDebbie and Russ HallThe William and Flora Hewlett FoundationMary and Bill HughesInsight Memory Care ChoicesKathryn JanzKindly CareCatherine and James KoshlandLinda and Allan KramerClaire and Ed LauingDr. Leighton and Carol ReadHelen and George LeongMary LoreyLyftJo MalonyAmanda J. Martin and Mark CairnsMolly MeschkeDoris MessinaLynn and David MitchellLee and Merrill NewmanMargaret Ann NivenNursing Rehab At HomeOasis Senior AdvisorsPacific Hearing Clinic Inc.Carolyn Manning and Stephen PeepsThe Pittsburgh FoundationNancy and Stephen PlayerGerry and Jim PlunkettGayle C. RiggsNancy RogersDeborah RosenbergTonia Wisman and David SchwartzLee SendelbeckSenior Seasons

Virginia and John SinkSandi and Jerry SpectorCarmen and Roger StuhlmullerSuperflex Inc.Top Move ManagementAnne and Don VermeilDeanna and Richard WalstonJudith and Saul WassermanJudith WeissWells Fargo Bank - Private Client ServicesElizabeth B. WolfRivka Yerushalmi

AVENIDAS ASSOCIATE ($250+)AnonymousBarbara AlhouseNancy T. AndersonAbraham AndradeMonica Yeung and Adrian ArimaPeg and Frank AustinMaria BarteltBetsy and George BechtelJoan and Richard BialekKaren W. BlackJanet and James BochnowskiPamela BrandinCarolyn F. BrennanKathleen Griffin and Craig BrownDr. Ellen and Marc BrownMary and Luca CafieroBrian CairneyDr. Gordon and Joan CampbellBarbara CarlitzSandra CarlsonHonora CarsonSusan and Jack ChoquetteJacqueline and Robert ClarkDr. Tim Groves and Marybelle F. CodyCarolyn Compton and Patricia Morrissey

Linder and John DermonCynthia and Dennis DillonSally Dudley and Chuck SieloffGertrude DuffieFaith and Frederick DuhringJoan and Alan EarhartFran EastmanKathleen Elkins and Richard PetersonEmpoweryuJane Farish and Jim SavageJan and Bob FenwickJudy and Bob FoleyWinfield W. Foster and Sharon GadberryJulie and Pete FukuharaMarcia GriffithsDr. Seth and Rosalind HaberMaureen and Richard HamnerGraciela Spivak and Philip HanawaltMargie and Robert HarringtonDr. Harry and Susan HartzellWinifred B. HeimstadtClifton HerndonNorma and Victor HestermanKingsley JackHope JohnsonMichael KasperzakCarolyn A. KennedyMaureen and David KennedyDiana and Jan KriegDr. Donald and Julia LaubHarriet and Donald LevySharon LewisRabbi Sheldon and Lorri LewisVirginia and Jim LyonsMelvin MatsumotoBrian P. McCuneMuriel and William McGeeMargaret and Edwin McKeeJillian McnerneyJudy MiltonSabrina MowMike Nichols

Rosemary and William NicholsLinda NortonMark A. O’LearyAnne and John PageNobuko PalmerSandra and Scott PearsonPaul PerretBarbara and Charles PreussMary RatnerCarole and Don ReidThomas RindfleischDrs. Beth and Peter RosenthalMaureen and Paul RoskophDebby RothBud RubinNancy and Mark ShepherdMarilyn and Donald SimcoxNellie SleethStanford Computer Users GroupDr. Christy Dosiou and Andreas StavropoulosDr. Ben and Rebecca StolpaTim StraightDr. Lawrence and Vickie SullivanMarilyn SutoriusElizabeth TaftMary TateAnne and Joseph TerharVictoria ThoitsVeronica TincherCelia WalkerVictoria WalkerSallie and Jay WhaleyDoris Wilson

GIFTS IN KINDBev AartsFreeman BradfordGarden Court HotelPalo Alto Weekly

GIFTS MADE IN MEMORYNelda AshbakerBarbara CohenAngela Bowen HaightGraciela Salazar McCordEllen O’SullivanDr. Robert SpitzerPhilip M. SteinNelson O. WheelerDavid Sinkok Wong

GIFTS MADE IN HONORGary Dunker Kass GoldfeinLisa HendricksonNorman and Judy HolderKathy KirtleyBill RellerCorinne SimoniniEmy and Jim ThurberJames TienStanley Wang

BEQUESTS Madeleine S. Turnure

OUR DONORS

OUR LEGACYThe generous people listed here have shown their appreciation of the depth and breadth of services and activities Avenidas provides for our community by including Avenidas in their estate plans. They have understood that building an endowment through their bequests will help ensure that Avenidas continues to thrive in the future ̶ that their contributions will benefit the agency in perpetuity and provide the donors themselves with a small measure of immortality.

OUR CAPITAL CAMPAIGN

KEYSTONE($3 Million and above)The City of Palo AltoThe Priem Family Foundation

CORNERSTONE ($500,000 - $1,000,000)Anonymous The Floyd Family Foundation John and Jill Freidenrich The David and Lucile Packard Foundation

CAMPAIGN ALLY ($100,000 - $300,000)AnonymousMaria Carter BequestFran Codispoti and Kenneth SchroederPeggy and Yogen DalalThe Rena A. Estes TrustHarriet Inger FriisEleanor and Bruce HeisterCathie and Pitch JohnsonJudy and George MarcusThe Moore Family Foundation

Becky and James MorganNancy Mueller and Robert FoxDr. Armand and Eliane NeukermansPaula and Mike RantzWilliam RellerCarol Seiler RobertsMaureen and Paul RoskophThe County of Santa Clara

CAMPAIGN ADVOCATE ($10,000 - $60,000)Jan and Brad Anker Barbara and Bill BinderDawn Yates BlackRalph Britton Terry and Ann ClarkJean and Michael CouchJeff and Gary DunkerEllen and Thomas EhrlichShirley Ely & Maggie Pringle Bill Friedman Greg and Penny GalloNancy and Rick GoldcampAndrew and Eva GroveDebbie and Russ Hall Lisa and Dana Hendrickson

Alan Herzig and Stephanie SaundersGinger Johnson Millbrey McLaughlin and Lawrence Klein Amie Chang and Hank Massey Nancy and Patrick McGaraghanThe Peery FoundationJim and Alma PhillipsWilliam and Paula PowarAmy RaoCarolyn and Tom ReeseSusie RichardsonNancy Weeks RossenRuth SeilerSereno Group 1% For GoodRuth ShererRoger V. SmithMadeline and Isaac SteinNancy and Rick SternJames and Valerie StingerAnne and Craig TaylorThoits Bros Inc.Ellen and Mike TurbowSanford H. Webster BequestHans and Elizabeth Wolf FundJudy and Alan Zafran

LEGACY MEMBERSJan and Brad AnkerLois J. AnthonyMargaret and Edward ArnoldRuth C. BairdAdele BergmanAnnette G. BialsonMarilyn and Allan BrownMaria CarterAnne M. ChristensenBirge M. ClarkJean and Michael CouchConstantin DemetropulosPauline DoeMeri and Joe EhrlichFania Elfman-SteinRena EstesJane G. EvansEnoch A. FrederickHarriet Inger FriisElizabeth F. GambleJean and Paul GarrettNancy and Richard GoldcampG. Robert Hamrdla

Jack C. HarrisAlan HendersonLisa and Dana HendricksonMary HohenseeBea and Wesley HubbardMary Dollar HughesGinger JohnsonFrank H. JonesMichael KasperzakMary B. KennedyDonald M. KobrinBenjamin P. LevyDorothy S. LindquistEleanore LoceyRoberta Grigsby McKeeEve MeltonKenneth MilesJean and Sidney MitchellJohn Branner NewsomEvelyn NiebelJack PosinPearl and Maurice PurcellCarolyn and Tom ReeseDonald E. Richmond

Maureen and Paul RoskophNancy Weeks RossenPeter SaloRuth SchafferThelma SchramVirginia and John SinkEvelyn and Clifton SlonakerRixford K. and Elliott B. SnyderGetelle SteinbergFlorence T. StevensAnne M. ThomasElizabeth TreantesMadeleine S. TurnureMargaret Grist WareSanford H. WebsterIlka WeichmanMargaret L. WilleyGail and Gilbert WilsonAnnabelle WoodardLeone H. WoodsRivka Yerushalmi

Thanks to our generous Capital Campaign donors, the Capital Project is making great strides. In 2017, the project saw several milestones: we launched the public phase of the Capital Campaign in January with a festive block party, we held a groundbreaking ceremony in September to mark the beginning of demolition at 450 Bryant Street, and finally construction began in November. We are thrilled to share these accomplishments with the donors that got us this far. Thank you!

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