Institute on Aging

Filing Period

Jul 1, 2011 to Jun 30, 2012

Signed

May 9, 2013

Return Version

2011v1.5

Gross Receipts

$32,699,391

Mission

Major Activities

Activity 2

HOME 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 2011-12, IOA provided over 152,000 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.

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 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 2011-12 was 150 clients; the number of unduplicated clients was 215.Community Care Programs also include the Community Living Fund (CLF), a program that assists with the transition of individuals with limited incomes who have spent years living in hospitals or care facilities and who wish to return to living in the community. CLF also provides services to individuals living in the community who are at imminent risk of institutionalization. Although patients may wish to live independently, and have the right to make that choice, the transition from institutionalized care to independent living can be very difficult. Patients face ordinary life tasks such as meal preparation, bill paying and organizing medical care for the first time in many years. To make this transition safe and possible, CLF provides services from trained professional nurses and social workers. Social workers and nurses provide service coordination and, when necessary, purchase items and/or services needed by an individual to enable independent living.

Filer

EIN

94-2978977