NonprofitsInstitute On Aging

Human Services

Institute On Aging

SAN FRANCISCO, CA

Total revenue

$93.2M

Total expenses

$90.5M

Net assets

$9.7M

Grants received

$6.2M

128 grants

EIN

942978977

Tax year

2023

Mission

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.

Programs

3 programs

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.

Expenses: $20.6M

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.

Expenses: $14.8M

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 with the client to adjust the care plan as necessary.mssp can provide or arrange for a wide array of services, including:-full assessment and care coordination-purchase of needed services and medical devices-transportation-medical carehomemakershome safety modifications-legal assistance-senior companions-homedelivered meals-money management-day activity programs-counseling government benefits-emergency help with problems such as abuse or eviction notices services are available in english, russian, spanish, cantonese, mandarin and vietnamese.mssp is available to all san francisco residents aged 65 or older who are covered by medi-cal and need assistance with two or more activities of daily living (adl). Most services are covered by medi-cal and are free of charge to the individual. Mssp is funded by the state and federal government, administered through the california department of aging. During 2023-24, the average case load for ioa's mssp program was 406. Other programs of the institute on aging include: elder abuse prevention - objectives of ioa's elder abuse prevention program are to promote public awareness on elder abuse issues, provide training and education to seniors and professionals, and advocate for policies and services that increase safety for vulnerable adults.counseling and emotional support - emotional support is essential for adults experiencing the physical and psychological effects of aging. Older adults often face a multitude of changes and stresses, including health concerns, physical limitations, financial problems, and loss of loved ones. Services in this area include:-24/7 telephone crisis line-24/7 telephone support line (for isolated older adults, offering a social link)-memory assessments-depression screenings-home-based therapy-grief support servicesioa's experts specialize in providing counseling and emotional support services tailored to fit each person's unique needs, delivering caring, culturally sensitive support where it is most convenient -at home, in residential communities or in our offices. Education and support groups - ioa offers ongoing trainings for healthcare professionals and special programs to support the varied needs of older adults. Ioa provides opportunities for continuing education for professionals in the field of aging, presenting cutting edge research and case studies related to meeting the mental health needs of older adults. With our constant program evaluation process, ioa advances the most current and relevant research to enhance senior care throughout the bay area. Ioa arts provides specialized visual and performing arts education, tailored to the needs of older adults. This is a multigenerational program done in collaboration with many schools and youth organizations.healing the mind and heart are as important as healing the body. Meeting with others in a group setting can help an individual through times of great loss, trauma, disorientation, and change. Under the guidance of a trained professional, support groups offer an opportunity to share experiences in a safe, supportive environment. Ioa also partners with the city of san francisco and multiple private organizations to improve the community's ability to protect seniors and address incidents of elder abuse. Our support groups include:- depression and dementia-early stage alzheimer's-loss and bereavement-lgbt dementia family caregivers-elder abuse prevention-support and advocacy for victims of elder abuseadult day centers - memory loss and chronic health conditions can create significant challenges to outside interaction. Ioa offers two adult day club sites to help seniors connect with others and enjoy the benefits of socialization and participation. Ioa day clubs offer fun, engaging programs serving individuals with mild to severe memory loss. Members are encouraged to enjoy a variety of structured activities that provide mental stimulation and promote physical health and personal successes in a friendly and supportive environment. Member benefits include:-individualized care planscreative activities encouraging individual expression-intellectual stimulationdaily group exercises-home-style meals made with fresh ingredients, plus snacks-drop-in day care-flexible schedules offering attendance from two to five days per week-a la carte services such as extended hours, additional personal care and home safety assessments-door-to-door transportation to and from the facility clubs provide a safe, compassionate place for adults to spend a few hours (or days) a week outside the home. The clubs also offer an opportunity for loved ones to continue their daily routines, including maintaining a career and balancing care with personal time.

Expenses: $6.4M

Financials

FY 2023

Revenue

Contributions & grants$35.2M
Program service revenue$57.5M
Investment income$259K
Other revenue$267K
Total revenue$93.2M

Expenses

Grants paid
Salaries & benefits$54.7M
Fundraising$652K
Other expenses$35.9M
Total expenses$90.5M
Total assets$57.2M
Net assets$9.7M

People

21 listed

NameRoleCompensation

J THOMAS BRIODY

PRESIDENT AND CEO

Board

$667K

40 hrs/wk

ROXANA BLADES

CFAO

Board

$437K

40 hrs/wk

E ANNE HINTON

DIRECTOR

Board

1 hrs/wk

JEANNEE PARKER MARTIN

DIRECTOR

Board

1 hrs/wk

WARREN BROWNER

CHAIR

Board

1 hrs/wk

JOSEPH PRITCHARD

DIRECTOR

Board

1 hrs/wk

LOUISE WALTER

DIRECTOR

Board

1 hrs/wk

THERESA MATACIA

DIRECTOR

Board

1 hrs/wk

ELIZABETH SHIH

VICE CHAIR

Board

1 hrs/wk

CYNTHIA DIANA WHITEHEAD

TREASURER

Board

1 hrs/wk

MARLENE LITVAK

SECRETARY

Board

1 hrs/wk

DONNA BENTON

DIRECTOR

Board

1 hrs/wk

LYNN BRINTON

DIRECTOR

Board

1 hrs/wk

H ANDREW FISHER

DIRECTOR

Board

1 hrs/wk

RUTH LIU

DIRECTOR

Board

1 hrs/wk

LAURIE PANIAN

CPO

Staff

$317K

40 hrs/wk

DUSTIN HARPER

CSO

Staff

$300K

32 hrs/wk

JENNIFER KLUSKA

COO (THRU 7/2023)

Staff

$282K

40 hrs/wk

JOAN HESTENES VP TECHNOLOGY

SERVICES & FACILITES (THRU 3/2024)

Staff

$242K

40 hrs/wk

VIRGINIA LUI

VP, CONTROLLER

Staff

$239K

40 hrs/wk

DANIELLE VINCER

VP, COMMUNITY LIVING SERVICES

Staff

$226K

40 hrs/wk

Independent contractors

INTELLIGENT TECHNICAL SOLUTIONS LLC

IT CONSULTING & SUPPORT

$1.4M

HOPKINS MANOR CORP

RESIDENTIAL CARE FACILITY

$1.1M

JULIET M PACALDO DBA PACALDO LLC

RESIDENTIAL CARE FACILITY

$851K

NUTRITION SOLUTIONS LLC

CATERING SERVICES

$569K

DAVID WRIGHT TREMAINE LLP

LAW FIRM

$495K

Grants received

Showing 128 of 128

FromAmountPurposeYear
$100K
COMPANIOA: REDUCING SOCIAL ISOLATION IN DEMENTIA
2024
$60K
UNRESTRICTED GENERAL SUPPORT
2024
$28K
GENERAL SUPPORT
2024
$25K
PROGRAM SUPPORT
2024
$20K
General donation to support comprehensive dementia care program called Companion, which offers an assortment of Enrichment Center Social Day/ Respite; Concierge Client Care; and Home Care services to San Francisco residents and caregivers.
2024
$10K
COMMUNITY & HUMAN SERVICES
2024
$4K
GENERAL SUPPORT
2024
$110K
BUILDING A BRIDGE TO THE CENTERS FOR MEDICARE AND MEDICAID SERVICES
2023
$85K
PROVIDE GENERAL OPERATING SUPPORT
2023
$50K
UNRESTRICTED GENERAL SUPPORT
2023
$18K
Elder Services
2023
$16K
FOR SPONSORSHIP OF IOA JOINING HEARTS, CHANGING LIVES. FOR GENERAL SUPPORT.
2023
$13K
For grant recipient's exempt purposes
2023
$12K
COMMUNITY & HUMAN SERVICES
2023
$12K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$5K
TO PROVIDE ELDERCARE
2023
$5K
ONE YEAR OF GENERAL OPERATING SUPPORT
2023
$2K
For support of Companioa
2023
$575
General Support
2023
$250
GENERAL OPERATING SUPPORT
2023
$618K
HUMAN SERVICES
2022
$200K
COMMUNITY HEALTH
2022
$150K
Support of general operations
2022
$115K
COMPANIOA ENRICHMENT CENTER PROGRAM
2022
$100K
ENRICHMENT CENTER AT THE PRESIDIO PATIO CONSTRUCTION
2022
$55K
UNRESTRICTED GENERAL SUPPORT
2022
$50K
LA LINEA DE LA AMISTAD
2022
$35K
FRIENDSHIP LINE
2022
$30K
For grant recipient's exempt purposes
2022
$23K
COMMUNITY & HUMAN SERVICES
2022
$21K
GENERAL SUPPORT
2022
$18K
Elder Services
2022
$15K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$13K
CAMPANIOA ENRICHMENT CENTER PATIO PROJECT
2022
$8K
GENERAL SUPPORT
2022
$5K
GENERAL OPERATING SUPPORT
2022
$5K
2022 DESCENDANT GRANT
2022
$3K
TO ENHANCE THE QUALITY OF LIFE FOR ADULTS AS THEY AGE
2022
$1K
CHARITABLE
2022
$1K
General & Unrestricted
2022
$132K
HUMAN SERVICES
2021
$100K
COMPANIOA
2021
$75K
COMMUNITY HEALTH
2021
$68K
GENERAL OPERATING SUPPORT
2021
$21K
For recipient's exempt purpose
2021
$15K
Elder Services
2021
$13K
For grant recipient's exempt purposes
2021
$13K
For grant recipient's exempt purposes
2021
$5K
INSTITUTE ON AGING GENERAL SUPPORT
2021
$1K
SUPPORT MEDICAL RESEARCH
2021
$1K
CHARITABLE
2021
$1K
General & Unrestricted
2021
$500K
TO SUPPORT THE CONSTRUCTION OF THIS ORGANIZATIONS DEMENTIA ENRICHMENT CENTER, WHICH WILL WORK TO ADVANCE BEST PRACTICES IN DEMENTIA CARE WHILE ALLOWING MORE OLDER ADULTS WITH DEMENTIA TO AGE IN COMMUNITY WITH MAXIMUM QUALITY OF LIFE
2020
$140K
HUMAN SERVICES
2020
$100K
FRIENDSHIP SYSTEMS UPGRADE PROJECT
2020
$87K
LIVING WITH DEMENTIA
2020
$65K
GENERAL OPERATING SUPPORT
2020
$65K
UNRESTRICTED GENERAL SUPPORT
2020
$50K
ADVISED - TO SUPPORT THE FRIENDSHIP LINE.
2020
$50K
Friendship Line
2020
$35K
FUNDING TO SUPPORT THE INCREASED CAPACITY OF THE CALL CENTER (EQUIPMENT AND STAFFING COSTS) TO BE ABLE TO ADD CALL CAPACITY GIVEN LARGER CALL VOLUME NOW THAT SENIORS ARE SHELTERING IN PLACE/ISOLATING.
2020
$35K
FRIENDSHIP LINE
2020
$20K
Senior services
2020
$15K
GENERAL SUPPORT
2020
$15K
Elder Services
2020
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$10K
Project Name:Topological variation of genome organization through aging atsingle-molecule resolution
2020
$10K
PROGRAM SUPPORT
2020
$10K
COVID 19 SUPPORT FOR OLDER ADULTS' IMMEDIATE NEEDS
2020
$5K
General & Unrestricted
2020
$5K
SUPPORTING SENIORS & ADULTS WITH DIS
2020
$1K
CHARITABLE
2020
$1K
SUPPORT MEDICAL RESEARCH
2020
$1K
General & Unrestricted
2020
$205K
TO SUPPORT THE ENRICHMENT DAY PROGRAM, TO SUPPORT INCREASED DEMAND PLACED ON THE FRIENDSHIP LINE DUE TO THE COVID-19 CRISIS. FOR THE ENRICHMENT DAY PROGRAM. FOR GENERAL OPERATING SUPPORT.
2019
$150K
SEE PART IV
2019
$139K
HUMAN SERVICES
2019
$100K
PANDEMIC-RELATED NEEDS OF VULNERABLE POPULATIONS
2019
$80K
LIVING WITH DEMENTIA ECOSYSTEM
2019
$60K
UNRESTRICTED GENERAL SUPPORT
2019
$50K
PROVIDE GENERAL OPERATING SUPPORT
2019
$23K
COMMUNITY & HUMAN SERVICES
2019
$20K
Elder Services
2019
$12K
ELDER SUPPORT
2019
$7K
For grant recipient's exempt purposes
2019
$5K
SUPPORTIVE SERVICES TO PEOPLE WITH CANCER
2019
$300K
TO SUPPORT THE INSTITUTE ON AGING/SWINDELLS ADULT SOCIAL DAY CENTER'S RELOCATION TO A NEW SITE AND NECESSARY RENOVATIONS REQUIRED TO PROVIDE SERVICES FOR VULNERABLE SENIORS, TO SUPPORT THE SERVICES PROVIDED BY THE FRIENDSHIP LINE.
2018
$90K
CARING FOR OUR CAREGIVERS
2018
$43K
Unrestricted
2018
$35K
FRIENDSHIP LINE
2018
$13K
For grant recipient's exempt purposes
2018
$12K
GENERAL SUPPORT
2018
$10K
HELP FOR AGING AND DISABLED INDIVIDUALS
2018
$5K
SUPPORTIVE SERVICES TO PEOPLE WITH CANCER
2018
$5K
CHARITABLE WITHOUT RESTRICTIONS
2018
$5K
Charitable Donation
2018
$1K
GENERAL FUND
2018
$1K
CHARITABLE
2018
$1K
SUPPORT MEDICAL RESEARCH
2018
$250
UNRESTRICTED
2018
$100
TO SUPPORT SENIORS
2018
$100
TO SUPPORT SENIORS
2018
$110K
SUSTAINABLE GEROPSYCHOLOGY TRAINING PROGRAM
2017
$100K
TO SUPPORT THE SERVICES PROVIDED BY THE FRIENDSHIP LINE.
2017
$50K
GENERAL OPERATING SUPPORT
2017
$20K
Elder Services
2017
$13K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$6K
HEALTH & HUMAN SERVICES
2017
$5K
SUPPORTIVE SERVICES TO PEOPLE WITH CANCER
2017
$3K
GENERAL SUPPORT
2017
$7K
Conference Support
2016

Funded by

$6.2M from 55 funders · 128 grants · 2016–2024

Jewish Community Federation Of San

$1.1M · 6 grants · 2017–2023

Mount Zion Health Fund

$807K · 11 grants · 2017–2023

The San Francisco Foundation

$671K · 5 grants · 2017–2023

The Harry And Jeanette Weinberg

$500K · 1 grant · 2020

Silicon Valley Community Foundation

$461K · 3 grants · 2022–2024

Morgan Stanley Global Impact Funding Trust Inc

$290K · 5 grants · 2019–2024

Marin Community Foundation

$280K · 5 grants · 2019–2023

Dignity Health

$275K · 2 grants · 2021–2022

Details

EIN942978977
NTEE codeP750
Subsection03
Ruling date1986-08
Formed1985
Employees1111
Volunteers58
INSTITUTE ON AGING — Mission, Financials & Grants Received | Grantivo