Civic Intelligence

Institute on Aging

990 • Fiscal year 2011 • EIN 94-2978977

Jul 01, 2010 to Jun 30, 2011 • Filed on Feb 23, 2012

3575 Geary Boulevard94118
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$60,039,082

Flat from 2011

Net Assets

Flat

$12,058,677

Flat from 2011

Liabilities

Flat

$47,980,405

Flat from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$32,624,006

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0-$20MAssets 2011: $60,039,082Liabilities 2011: $47,980,405Net Assets 2011: $12,058,6772011Assets 2011: $60,039,082Liabilities 2011: $47,980,405Net Assets 2011: $12,058,6772011Assets 2012: $57,312,044Liabilities 2012: $50,082,284Net Assets 2012: $7,229,7602012Assets 2013: $52,596,027Liabilities 2013: $47,372,754Net Assets 2013: $5,223,2732013Assets 2014: $50,969,252Liabilities 2014: $46,703,071Net Assets 2014: $4,266,1812014Assets 2015: $51,117,118Liabilities 2015: $47,549,085Net Assets 2015: $3,568,0332015Assets 2016: $49,839,401Liabilities 2016: $47,433,846Net Assets 2016: $2,405,5552016Assets 2017: $46,456,874Liabilities 2017: $48,714,310Net Assets 2017: -$2,257,4362017Assets 2018: $47,091,165Liabilities 2018: $48,670,024Net Assets 2018: -$1,578,8592018Assets 2019: $50,029,836Liabilities 2019: $48,080,640Net Assets 2019: $1,949,1962019Assets 2020: $52,901,143Liabilities 2020: $49,771,397Net Assets 2020: $3,129,7462020Assets 2021: $58,432,886Liabilities 2021: $54,057,205Net Assets 2021: $4,375,6812021Assets 2022: $55,163,678Liabilities 2022: $50,033,526Net Assets 2022: $5,130,1522022Assets 2023: $55,733,650Liabilities 2023: $48,907,041Net Assets 2023: $6,826,6092023

Highlighted filing

2011

Assets$60,039,082
Liabilities$47,980,405
Net Assets$12,058,677

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2011: $32,624,0062011Revenue 2011: $29,449,333Expenses 2011: $32,624,006Net Income 2011: -$3,174,6732011Expenses 2012: $32,838,1202012Expenses 2013: $32,458,1932013Revenue 2014: $30,105,483Expenses 2014: $31,150,101Net Income 2014: -$1,044,6182014Revenue 2015: $33,321,917Expenses 2015: $33,935,891Net Income 2015: -$613,9742015Revenue 2016: $38,789,920Expenses 2016: $39,818,992Net Income 2016: -$1,029,0722016Revenue 2017: $45,212,943Expenses 2017: $49,990,302Net Income 2017: -$4,777,3592017Revenue 2018: $50,019,380Expenses 2018: $49,293,226Net Income 2018: $726,1542018Revenue 2019: $58,756,399Expenses 2019: $55,233,852Net Income 2019: $3,522,5472019Revenue 2020: $66,452,780Expenses 2020: $65,242,687Net Income 2020: $1,210,0932020Revenue 2021: $66,846,262Expenses 2021: $65,626,073Net Income 2021: $1,220,1892021Revenue 2022: $68,010,483Expenses 2022: $66,958,167Net Income 2022: $1,052,3162022Revenue 2023: $77,641,578Expenses 2023: $76,019,178Net Income 2023: $1,622,4002023

Highlighted filing

2011

Revenue-
Expenses$32,624,006
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Feb 23, 2012
Return Version
2010v3.2
Gross Receipts
$43,281,973
Mission and Program Overview

Mission

See schedule OTHE 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. IOA FULFILLS THIS MISSION FOR A DIVERSE COMMUNITY BY DEVELOPING AND PROVIDING INNOVATIVE PROGRAMS IN HEALTH, SOCIAL SERVICE, CREATIVE ARTS, COMMUNITY AND PROFESSIONAL EDUCATION AND RESEARCH.

Major Activities

Activity 2
OLDER ADULTS CARE MANAGEMENT - Older Adults Care Management (OACM) is a licensed home health agency providing the highest quality of home care, personal care assistance, care management, and consultation. We offer counseling to construct a care plan suited to your needs, and individual matching of skilled and reliable home care aides. Each of our caregivers is rigorously screened, bonded and insured, supervised by a licensed nurse, and continually trained so you receive the very best care. We handle all scheduling, ensuring caregivers are always fresh and attentive with no gap in your service. Our aides are well-paid and receive benefits, fostering low turnover and high satisfaction. OACM brings you the peace of mind that comes with knowing your needs are being respectfully and consistently met.What Sets OACM Apart?-State-licensed home health agency, exceeding rigorous standards as a provider of both medical and non-medical care -All care is supervised by a licensed nurse at no additional charge -Supervision by a licensed psychologist or licensed clinical social worker available as needed -Specialized and dignified dementia care; aides are trained in "person-centered" care by the Alzheimer's Association -As a non-profit, we keep overhead low and put profits back into educating our staff and providing resources to the community -As a program of Institute on Aging (IOA), OACM clients have access to comprehensive services including multi-disciplinary assessments, neuropsychological services, money management, counseling, and family support -OACM and IOA are known region-wide for our exemplary, experienced care management services Home Care & Personal Assistance Services Include:-Hygiene assistance -Meal planning and preparation -Medication monitoring -Specialized dementia care -Wheelchair transfers -Laundry and light housekeeping -Companionship and interaction to minimize isolation -Errands, and escorted travel -Transportation -Bookkeeping, including bill paying, budgeting, cash management, reconciling bank statements, organizing papers, compiling end-of year tax information, and filing medical claims -Respite or temporary support -Supportive services for residents in assisted living, skilled nursing, and acute care facilities Care Management Services:-Full assessment of a client's needs and wants -Individualized plans to meet those needs -Medical care coordination and accompaniment to medical appointments -Evaluation of the home to ensure it is well-maintained and safe -Arrangement of services such as home care, housekeeping, transportation, and meals -Medication management -Crisis support and counseling -Long-term care planning assistance -Family consultation, education, and referral information -A caring professional as eyes and ears for long-distance loved ones OACM is available to all adults who desire care in their home. In 2010-11, OACM provided over 152,000 hours of direct, in-home services to seniors.
Activity 3
COMMUNITY CARE PROGRAMS - include Linkages, a care management program, providing assessment and coordination of services for disabled adults age 18 or older who live in San Francisco and need assistance with some tasks of daily living. Short-term help might include installing grab bars, shopping assistance, or intervening in an emergency situation. Funded in part by the San Francisco Department of Aging and Adult Services, Linkages seeks to provide access to needed services to enable a person to continue living independently.Through the Linkages program, a social worker visits a client at home and works with the client to determine what services might be helpful. With this information, a Care Plan is developed and appropriate services are arranged. The social worker continues to stay in close touch, working with the client to adjust the Care Plan as necessary.Linkages can arrange a wide array of services, including:-Transportation -Home safety modifications -Medical care -Housekeeping -Legal assistance -Senior companion -Home-delivered meals -Money management -Day activity programs -Counseling -Government benefits -Emergency help with problems such as abuse or eviction notices Linkages is available to all disabled San Francisco residents, 18 and older, with care management needs, in addition to difficulty with one Activity of Daily Living (ADL) or two Instrumental Activities of Daily Living (IADL). There is no income requirement for receiving this service. The average case load for the Linkages program in 2020-11 was 160 clients.
Filing and Contact Details

Filer

EIN
94-2978977
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$55.7$48.9$6.83$77.6$76.0$1.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.2$50.0$5.13$68.0$67.0$1.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.4$54.1$4.38$66.8$65.6$1.22
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.9$49.8$3.13$66.5$65.2$1.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.0$48.1$1.95$58.8$55.2$3.52
2018Summary only. Only limited summary data is available for this year.$47.1$48.7$1.58$50.0$49.3$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.5$48.7$2.26$45.2$50.0$4.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.8$47.4$2.41$38.8$39.8$1.03
2015Detailed filing. Detailed filing data is available for this year.$51.1$47.5$3.57$33.3$33.9$0.61
2014Detailed filing. Detailed filing data is available for this year.$51.0$46.7$4.27$30.1$31.2$1.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.6$47.4$5.22$32.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.3$50.1$7.23$32.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.0$48.0$12.1$32.6
2011Summary only. Only limited summary data is available for this year.$60.0$48.0$12.1$29.4$32.6$3.17