Institute On Aging is a 501(c)(3) organization based in San Francisco, California, registered in 1986, with $93,160,446 in FY2023 revenue. CharityIndex grades it B+, and it directs about 82% of spending to programs.
Revenue (FY2023)
$93.2M
▲ 20.0% vs prior year
Human Services median: $293K
Expenses (FY2023)
$90.5M
Net assets
$9.7M
Employees
1,111
Rated on 4 of 4 criteria.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Institute On Aging: 82% to programs · $2 to raise $100 earns a A on this criterion. See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Institute On Aging: 1 mo reserves · +3% margin earns a C+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Institute On Aging: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Institute On Aging: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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The mission of the institute on aging is to enhance the quality of life for adults as they age by enabling them to maintain their health, well being, independence and participation in the community.
All-inclusive medical care (pace) - see description on schedule o all-inclusive medical care (pace) - ioa offers on lok's program of all inclusive care for elderly (pace) adults over 55. this is a custom care plan designed for each person based on their specific needs. individuals receive the following benefits:-physical, occupational, speech, and recreational therapies-home health care and personal care-nutrition services and home delivered meals when needed-transportation and emergency medical transport-social services-primary medical and specialty care as needed (such as cardiology, neurology)-routine preventative care such as audiology, dentistry, optometry, and podiatry-nursing care and monitoring-adult day health care-prescription drugs-acute hospital and nursing home careioa's professional staff include physicians, dentists, social workers, physical and occupational therapists. this fully integrated, all-inclusive program enables people to have many services under one umbrella. in addition to medical care, individuals engage in various social activities, exercise and receive nutritious meals while onsite.
Home care - see description on schedule ohome care - for its clients to live comfortably in their own homes, especially when dealing with illness, injury, recent disability or chronic health conditions, ioa offers workable alternatives to placement in an assisted living or skilled nursing facility. life challenges can occur at any time and any age. ioa assists adults, young and older, with difficulties that come with traumatic injury and unexpected disability. we specialize in transitioning individuals from hospital settings into short/long-term intensive care coordination at home. our services include making arrangements for the necessary home modifications and assistance with accessing durable medical equipment. services include:-professional caregivers (insured, licensed and bonded)-care coordination-coordination of benefits-dementia and alzheimer's care-medication management-memory assessments-counseling and therapy-transportation, errands and escorted travelin 2023-24, ioa provided over 389,000 hours of direct, in-home services to seniors.money matters - managing finances can be overwhelming for older adults. ioa offers expert professional services that begin with a needs assessment and a coordinated plan addressing the individual's complete financial picture. staff includes court-certified/state-registered professional fiduciaries and bookkeepers - all with extensive experience managing the complex needs of older adults. financial services include:-organizing mail and documents-bookkeeping and bill paying-reconciliation of bank statements-managing cash used for daily purchases-assistance with medical/insurance claims-tax matters-durable power of attorney for finance-trusteeship-court appointed conservator-executor of wills-administrator of estatesioa works closely with clients' existing professional support teams, such as attorneys, financial advisors, banks, health care providers, and other professionals and all services are bonded and insured. money does matter and our goal is to provide oversight, expert advice, professional resources and a greater peace of mind.
Multipurpose senior services program (mssp) - is a care management program, providing assessment and coordination of services for older adults who live in san francisco, are 65 years or older, and have medi-cal coverage. when everyday tasks such as cooking dinner, getting to the doctor, or managing money become more difficult, mssp is available at no charge to provide needed support, and enable people to continue living in their own homes.through the care management services of mssp, a care manager or nurse visits a client at home to discuss his or her needs and the services that might be helpful. with this information, a care plan is developed and appropriate services are arranged. the care manager continues to stay in close touch, working together
Revenue grew from $30.1M (FY2013) to $93.2M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
2.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$57.2M
Total liabilities
$47.5M
Net assets
$9.7M
Salaries & benefits
$54.7M
60% of expenses
Board members
13
13 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $93,160,446▲20.0% | $90,536,830▲19.1% | $9,691,252▲42.0% | $57,215,547▲2.7% | 990 |
| 2022 | $77,641,578▲14.2% | $76,019,178▲13.5% | $6,826,609▲33.1% | $55,733,650▲1.0% | 990 |
| 2021 | $68,010,483▲1.7% | $66,958,167▲2.0% | $5,130,152▲17.2% | $55,163,678▼5.6% | 990 |
| 2020 | $66,846,262▲0.6% | $65,626,073▲0.6% | $4,375,681▲39.8% | $58,432,886▲10.5% | 990 |
| 2019 | $66,452,780▲13.1% | $65,242,687▲18.1% | $3,129,746▲60.6% | $52,901,143▲5.7% | 990 |
| 2018 | $58,756,399▲17.5% | $55,233,852▲12.1% | $1,949,196▲223% | $50,029,836▲6.2% | 990 |
| 2017 | $50,019,380▲10.6% | $49,293,226▼1.4% | -$1,578,859▲30.1% | $47,091,165▲1.4% | 990 |
| 2016 | $45,212,943▲16.6% | $49,990,302▲25.5% | -$2,257,436▼194% | $46,456,874▼6.8% | 990 |
| 2015 | $38,789,920▲16.4% | $39,818,992▲17.3% | $2,405,555▼32.6% | $49,839,401▼2.5% | 990 |
| 2014 | $33,321,917▲10.7% | $33,935,891▲8.9% | $3,568,033▼16.4% | $51,117,118▲0.3% | 990 |
| 2013 | $30,105,483 | $31,150,101▼4.0% | $4,266,181▼18.3% | $50,969,252▼3.1% | 990 |
| 2012 | — | $32,458,193▼1.2% | $5,223,273▼27.8% | $52,596,027▼8.2% | 990 |
| 2011 | — | $32,838,120▲0.7% | $7,229,760▼40.0% | $57,312,044▼4.5% | 990 |
| 2010 | — | $32,624,006 | $12,058,677 | $60,039,082 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: J Thomas Briody — $666,675 (0.74% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| J Thomas Briody | President and Ceo | 40 | $666,675 |
| Roxana Blades | Cfao | 40 | $436,673 |
| Laurie Panian | Cpo | 40 | $316,818 |
| Dustin Harper | Cso | 32 | $299,844 |
| Jennifer Kluska | Coo (thru 7/2023) | 40 | $281,962 |
| Joan Hestenes Vp Technology | Services & Facilites (thru 3/2024) | 40 | $242,164 |
| Virginia Lui | Vp, Controller | 40 | $238,692 |
| Danielle Vincer | Vp, Community Living Services | 40 | $226,239 |
| Cynthia Diana Whitehead | Treasurer | 1 | — |
| Donna Benton | Director | 1 | — |
| E Anne Hinton | Director | 1 | — |
| Elizabeth Shih | Vice Chair | 1 | — |
| H Andrew Fisher | Director | 1 | — |
| Jeannee Parker Martin | Director | 1 | — |
| Joseph Pritchard | Director | 1 | — |
| Louise Walter | Director | 1 | — |
| Lynn Brinton | Director | 1 | — |
| Marlene Litvak | Secretary | 1 | — |
| Ruth Liu | Director | 1 | — |
| Theresa Matacia | Director | 1 | — |
| Contractor | Services | Paid |
|---|---|---|
| Intelligent Technical Solutions LLC | It Consulting & Support | $1,393,312 |
| Hopkins Manor Corp | Residential Care Facility | $1,086,179 |
| Juliet M Pacaldo DBA Pacaldo LLC | Residential Care Facility | $850,658 |
| Nutrition Solutions LLC | Catering Services | $568,823 |
| David Wright Tremaine LLP | Law Firm | $495,476 |
98 grants to Institute On Aging totaling $6.3M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Tipping Point Community | Housing issue area | 2024 | $750,000 |
| Silicon Valley Community Foundation | Human services | 2024 | $60,000 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2024 | $60,000 |
| Paypal Charitable Giving Fund | General support | 2024 | $28,371 |
| Sutter Bay Hospitals | Program support | 2024 | $25,000 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Community & human services | 2024 | $10,000 |
| American Online Giving Foundation Inc | General support | 2024 | $5,068 |
| Marin Community Foundation | Provide general operating support | 2023 | $85,000 |
| Silicon Valley Community Foundation | Human services | 2023 | $50,500 |
| Morgan Stanley Global Impact Funding Trust Inc | Unrestricted general support | 2023 | $50,000 |
| Donor Advised Charitable Giving | Human services | 2023 | $17,480 |
| San Francisco Foundation | For sponsorship of ioa joining hearts, changing lives. for general support. | 2023 | $16,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $13,400 |
| Gs Donor Advised Philanthropy Fund For Wealth Management Inc | Community & human services | 2023 | $12,300 |
| Vanguard Charitable Endowment Program | For recipient's exempt purpose | 2023 | $12,000 |
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Data for Institute On Aging (EIN 94-2978977) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.