Diablo Valley Foundation For The Aging

Nonprofit profile at a glance

EIN
510138186
IRS 990 coverage
2012–2025
Forms available
Form 990 2025
Location
Pleasant Hill, CA, USA
Phone
9259972155
Rating confidence
Limited
Sector
Senior Centers

Official website

Reported finances

Revenue
$-3,604
Expenses
$7,080
Assets
$0
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • Joseph Bettencourt (President)
  • Gary P Snyder (Vice President)

People named in this filing

  • Blesilda Putz (Foundation Mgr.)
  • Joseph Bettencourt (President)
  • Gary P Snyder (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Founded by a group of Community leaders including Dean S. Lesher, former publisher of the Contra Costa Times, and Katherine M. Grant, a social worker, the Foundation is committed to providing vital services to aging persons who are at risk because they are alone, isolated, pressed by financial problems, or are confused. The focus of DVFA is to prevent inappropriate institutionalization of elders by providing them the necessary support to maintain them in community.

What it reported doing in 2025

DVFA has served over 5,000 older adults in Contra Costa county and has continued to be a leading agency in senior services. Fiduciary services and money management is one of the major service components. DVFA serves as a representative under a durable power of attorney program in the event of an emergency or decline in health. Executor, Trustee, and conservatory services are also available.

Operating model

Revenue model
No positive adjusted resources. The filing reports no positive adjusted operating resources.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: 58
  • Transparency & Controls: 90
  • Accountability: 88
  • Sustainability: 12
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: 77%; rating input score 77
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -296.4%; rating input score 9; 9th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 3; 3rd percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: -7.2% per year; rating input score 0; 31st percentile among comparable filings
  • Revenue growth: -8.6% per year; rating input score 0; 32nd percentile among comparable filings
  • Asset growth: -12.4% per year; rating input score 0; 11th percentile among comparable filings

Details

  • Where the money goes: 77% of spending went to programs
  • Governance: 11 of 11 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $5K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 14 filing years from 2012 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Sustainability: Operating margin scored 9/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 3/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.
  • High — Grant Readiness: California registration: this organization is recorded as not currently operating in California.