Civic Intelligence

Institute on Aging

990 • Fiscal year 2024 • EIN 94-2978977

Jul 01, 2023 to Jun 30, 2024 • Filed on May 01, 2025

Organization ProfileWWW.IOAGING.ORG

View Organization Page

3575 Geary BoulevardSan Francisco, CA 94118

(415) 750-4100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.83x

Higher debt load relative to assets than 88% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.51x

Higher debt load relative to revenue than 60% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

45th percentile

2.8%

Higher net margin than 45% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$683,605

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

35th percentile

2.7%

Faster asset growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$57,215,547

Up $1,481,897 (+2.7%) from 2023

Net Assets

Up

$9,691,252

Up $2,864,643 (+42%) from 2023

Liabilities

Down

$47,524,295

Down $1,382,746 (-2.8%) from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin45th percentile

Revenue

Up

$93,160,446

Up $15,518,868 (+20%) from 2023

Expenses

Up

$90,536,830

Up $14,517,652 (+19%) from 2023

Net Income

Up

$2,623,616

Up $1,001,216 (+62%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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 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: $6,826,6092023Assets 2024: $57,215,547Liabilities 2024: $47,524,295Net Assets 2024: $9,691,2522024

Highlighted filing

2024

Assets$57,215,547
Liabilities$47,524,295
Net Assets$9,691,252
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$100M$50M$0-$50MRevenue 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: $1,622,4002023Revenue 2024: $93,160,446Expenses 2024: $90,536,830Net Income 2024: $2,623,6162024

Highlighted filing

2024

Revenue$93,160,446
Expenses$90,536,830
Net Income$2,623,616
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 1, 2025
Return Version
2023v6.0
Gross Receipts
$93,556,628
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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$33,675,642$32,137,649▼ $1,537,993
Accounts Receivable$6,348,321$10,103,555▲ $3,755,234
Cash and Non-Interest-Bearing Accounts$2,960,447$4,158,462▲ $1,198,015
Savings and Temporary Cash Investments$5,890,959$3,773,765▼ $2,117,194
Investments in Publicly Traded Securities$3,100,875$3,264,965▲ $164,090
Prepaid Expenses and Deferred Charges$746,868$786,138▲ $39,270
Pledges and Grants Receivable$227,356$605,514▲ $378,158
Total Assets$55,733,650$57,215,547▲ $1,481,897
Other Assets Total$2,783,182$2,385,499▼ $397,683
Liabilities
Tax Exempt Bond Liabilities$34,057,849$32,550,512▼ $1,507,337
Accounts Payable and Accrued Expenses$10,085,110$10,513,914▲ $428,804
Deferred Revenue$2,964,082$3,259,869▲ $295,787
Mortgage Notes Payable Secured by Investment Property$1,800,000$1,200,000▼ $600,000
Total Liabilities$48,907,041$47,524,295▼ $1,382,746
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,042,271$8,187,900▲ $3,145,629
Net Assets With Donor Restrictions$1,784,338$1,503,352▼ $280,986
Total Net Assets Fund Balance$6,826,609$9,691,252▲ $2,864,643
Total Liabilities and Net Assets / Fund Balance$55,733,650$57,215,547▲ $1,481,897

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$26,314,038$13,625,398$39,939,436
Equipment$1,321,843$3,264,225$4,586,068
Land$2,803,620-$2,803,620
Leasehold Improvements$1,505,546$1,099,677$2,605,223
Other Land Buildings$192,602-$192,602

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,100,875-▲ $230,856-$3,264,968
2022$2,610,916$308,176▲ $181,783-$3,100,875
2021$2,753,392$69,040▼ $211,515-$2,610,916
2020$2,559,156-▲ $210,821-$2,753,392
2019$2,842,490-▲ $63,234-$2,559,156
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J Thomas BriodyPresident and CEOFT$493,018$190,587$683,605
Roxana BladesCfaoFT$349,987$95,836$445,823
Laurie PanianCPOFT$258,904$70,661$329,565
Dustin HarperCSOPT$249,519$52,131$301,650
Jennifer KluskaCOO (thru 7/2023)FT$124,869$158,196$283,065
Joan Hestenes Vp TechnologyServices & Facilites (thru 3/2024)FT$217,286$34,367$251,653
Virginia LuiVP, ControllerFT$214,012$37,146$251,158
Danielle VincerVP, Community Living ServicesFT$202,029$35,048$237,077

Board Members and Trustees

NameTitle
Warren BrownerChair
Elizabeth ShihVice Chair
Donna BentonDirector
E Anne HintonDirector
H Andrew FisherDirector
Jeannee Parker MartinDirector
Joseph PritchardDirector
Louise WalterDirector
Lynn BrintonDirector
Ruth LiuDirector
Theresa MataciaDirector
Marlene LitvakSecretary
Cynthia Diana WhiteheadTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Intelligent Technical Solutions LLCIt Consulting & Support2443 FILLMORE ST 380-16723, San Francisco, CA 94105$1,393,312
Hopkins Manor CorpResidential Care Facility1235 HOPKINS AVENUE, Redwood City, CA 94062$1,086,179
Juliet M Pacaldo Dba Pacaldo LLCResidential Care Facility130 VALE ST, Daly City, CA 94014$850,658
Nutrition Solutions LLCCatering Services2122 E 30TH STREET, Oakland, CA 94606$568,823
David Wright Tremaine LLPLaw FirmPO BOX 7410478, Chicago, IL 60674$495,476
Revenue and Support

Revenue Composition

Contributions and Grants
$35,171,691
Program Service Revenue
$57,462,992
Investment Income
$258,988
Other Revenue
$266,775
All Other Contributions
$6,300,119
Change in Net Assets
$2,623,616

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$59,838Fair Market Value (FMV)
Total Noncash Contributions2$59,838-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$54,680,106
Other Expenses$35,856,724
Total Fundraising Expense$651,801
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,143,124$9,115,257$155,651$43,414,032
Other Employee Benefits$4,583,055$950,672$46,408$5,580,135
Fees for Services Other$2,701,309$1,659,191$80,353$4,440,853
Payroll Taxes$2,922,629$580,400$30,295$3,533,324
Office Expenses$1,822,199$1,232,189$37,677$3,092,065
Occupancy$2,004,673$51,466$7,274$2,063,413
Depreciation Depletion$1,627,239$275,101-$1,902,340
Interest$1,259,633$156,793$19,327$1,435,753
Other Expenses$1,285,634$99-$1,285,733
Current Officers, Directors, Trustees, and Key Employees$609,678$428,385$235,652$1,273,715
Information Technology$908,350$269,135$5,855$1,183,340
Pension Plan Contributions$671,862$202,106$4,932$878,900
Advertising$510,418$194,812$26,660$731,890
Fees for Services Legal$547,223$131,931-$679,154
All Other Expenses$390,461--$390,461
Travel$234,877$105,256$277$340,410
Insurance$312,608$21,001$1,219$334,828
Fees for Services Accounting$126,734$31,683-$158,417
Conferences and Meetings$15,062$119,236$221$134,519
Total Functional Expenses$74,360,316$15,524,713$651,801$90,536,830
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$220,407
Fundraising Gross Income$217,533
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Spring Gala$581,067$217,533$145,661$71,872
Total Events$581,067$217,533$220,407$-2,874
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Municipal Finance Authority2017-05-31$40,203,443REFUNDING BOND

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$40,203,443$37,671,613$4,380,000$753,907

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the cfao, finance and investment committee. They report their findings to the executive committee and board of directors. A complete copy of the form 990 is provided to the board of directors in paper or digital form before filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest is in the code of conduct. The conflict of interest is supplemented by agency and program policies and procedures for which all ioa employees, board of directors, committee members, volunteers and business partners are required to comply. Members of the board of directors fill out and sign a form indicating whether they have potential conflicts. These forms are kept on file in the administrative office and updated annually.”

Form 990, Part VI, Section B, Line 15

“The ceo has an employment contract with institute on aging (ioa). Compensation for the ceo was established at the beginning of the employment contract. Compensation is reviewed annually by the ioa board of directors based on performance evaluation process which is conducted by the leadership development and compensation committee of the board of directors. Compensation for other officers and key employees are reviewed annually by the cpo and hr team based on performance evaluations. Ioa uses an external compensation consultant to conduct an annual market analysis of all executive positions at ioa. Changes to executive compensation are based on the annual market analysis conducted by the external compensation consultant and an assessment of performance between the ceo and the named executive. This process is actively managed by the human resources department working with the ceo and executive. The results of any base pay, bonus, and other payments are reported to the board of directors leadership development and compensation committee by the ceo annually. The process was contemporaneously documented and was completed during fiscal year 2024.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Institute on Aging
EIN
94-2978977
Phone
4157504100
Address
3575 GEARY BOULEVARD, SAN FRANCISCO, CA 94118

Signing Officer

Name
J Thomas Briody
Title
CEO
Phone
4157504111
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Thomas Briody
Formed
1985
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
1,111
Volunteers
58

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Qi Wen Liang
Phone
4159561500
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Earnings from permanently restricted endowment fund are used to support ongoing operations.”

PART X, LINE 2:

“The organization is a not-for-profit corporation and has been recognized as tax-exempt pursuant to section 501(c)(3) of the internal revenue code and section 23701(d) of the california revenue and taxation code. The organization qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). As of june 30, 2024, the organization had no unrecognized tax positions or uncertain tax positions requiring accrual. Therefore, no provision for income taxes has been provided in the financial statements.”

Raw XML AppendixShowing 400 of 878 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0COMMUNITY CARE PROGRAMS - SEE DESCRIPTION ON SCHEDULE O COMMUNITY CARE PROGRAMS INCLUDES LINKAGES/IOA CASE MANAGEMENT, COMMUNITY LIVING FUND (CLF), HOME SAFE, PG HOUSING, SAN MATEO HOME SAFE, SANTA CLARA CLC, AND ALL OF OUR CALAIM PROGRAMS: THESE ARE ALL CARE MANAGEMENT PROGRAMS WHICH PROVIDE ASSESSMENT AND COORDINATION OF SERVICES FOR ALL SORTS OF INDIVIDUALS WHO FIT AT LEAST ONE OF THE FOLLOWING CATEGORIES: DISABLED, HOMELESS, SERIOUS MENTAL ILLNESS, SUBSTANCE USE DISORDERS, SKILLED NURSING RESIDENTS, AT RISK OF INSTITUTIONALIZATION, OR THOSE IN NEED OF ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. THESE INDIVIDUALS LIVE IN SAN FRANCISCO, SAN MATEO, ALAMEDA, SANTA CLARA, RIVERSIDE, OR SAN BERNARDINO COUNTIES. SOME OF THESE INDIVIDUALS ARE IN NEED OF SHORT-TERM HELP WHICH MIGHT INCLUDE INSTALLING GRAB BARS, SHOPPING ASSISTANCE, OR INTERVENING IN AN EMERGENCY SITUATION. FUNDED IN PART BY THE DEPARTMENT OF AGING AND ADULT SERVICES, DEPARTMENT OF HEALTH CARE SERVICES, AND THE LOCAL MANAGED MEDICAL PLANS. THESE PROGRAMS ALL SEEK TO PROVIDE ACCESS TO NEEDED SERVICES TO ENABLE A PERSON TO CONTINUE LIVING INDEPENDENTLY.THROUGH THESE CARE MANAGEMENT PROGRAMS, 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. SOME OF THESE PROGRAMS HAVE ACCESS TO 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. THE AVERAGE CASE LOAD FOR THE CASE PROGRAMS IS 25-40 CLIENTS. THE COMMUNITY LIVING FUND (CLF) AND SOME OF THE CALAIM PROGRAMS ASSIST 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/CALAIM 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/CALAIM PROVIDES SERVICES FROM TRAINED PROFESSIONAL NURSES AND SOCIAL WORKERS. SOCIAL WORKERS AND NURSES PROVIDE SERVICE COORDINATION AND, WHEN NECESSARY, CLF/CALAIM CAN PURCHASE ITEMS AND/OR REFER TO COMMUNITY SUPPORT SERVICES TO MEET THE NEEDS OF AN INDIVIDUAL TO ENABLE INDEPENDENT LIVING.SAN FRANCISCO COUNTY ALSO SUPPORTS A NUMBER OF COMMUNITY BASED PROGRAMS WHICH PROVIDE EITHER CONSULTATIVE OR ASSESSMENT SERVICES FOR SAN FRANCISCO RESIDENTS. IN TERMS OF CONSULTATIVE SERVICES, THE DEPARTMENT OF DISABILITY AND AGING SERVICES FUNDS CITYWIDE/ADRC, ELDER ABUSE, FORENSIC CENTER, HIGH-RISK SELF NEGLECT, ELDER DEATH REVIEW, AND CLINICAL COLLABORATIVE SERVICES WHICH PROVIDE INDIVIDUALS OF VARIOUS SPECIALTIES INCLUDING NURSES, SOCIAL WORKERS, AND PROGRAM DEVELOPMENT SPECIALISTS WHO ALL SUPPORT PROGRAMS THAT ARE AVAILABLE TO CONSULT ON CASES OR CONCERNS THAT ARE PRESENT WITH INDIVIDUALS IN SAN FRANCISCO. ADDITIONALLY, THE DEPARTMENT OF DISABILITY AND AGING SERVICES FUNDS HOME DELIVERED MEALS, RESPITE CAREGIVER SUPPORT AND SUPPORT AT HOME WHICH ARE ALL ASSESSMENT SERVICES IN SAN FRANCISCO COUNTY WHERE OUR ASSESSMENT TEAMS DETERMINE THE CARE NEEDS OF INDIVIDUALS TO HELP CONNECT THEM TO NEEDED RESOURCES.THE DEPARTMENT OF HEALTH CARE SERVICES FUNDS A PROGRAM KNOWN AS HOME AND COMMUNITY BASED ALTERNATIVES IN WHICH A TEAM OF NURSES AND SOCIAL WORKERS PERFORM ASSESSMENTS AND CREATE PLAN OF TREATMENTS FOR INDIVIDUALS THAT ARE AT A SKILLED NURSING LEVEL OF CARE
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IRS990/Form990PartVIISectionAGrp/PersonNm1ELIZABETH SHIH
IRS990/Form990PartVIISectionAGrp/PersonNm2CYNTHIA DIANA WHITEHEAD
IRS990/Form990PartVIISectionAGrp/PersonNm3MARLENE LITVAK
IRS990/Form990PartVIISectionAGrp/PersonNm4DONNA BENTON
IRS990/Form990PartVIISectionAGrp/PersonNm5LYNN BRINTON
IRS990/Form990PartVIISectionAGrp/PersonNm6H ANDREW FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm7RUTH LIU
IRS990/Form990PartVIISectionAGrp/PersonNm8E ANNE HINTON
IRS990/Form990PartVIISectionAGrp/PersonNm9JEANNEE PARKER MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm10THERESA MATACIA
IRS990/Form990PartVIISectionAGrp/PersonNm11JOSEPH PRITCHARD
IRS990/Form990PartVIISectionAGrp/PersonNm12LOUISE WALTER
IRS990/Form990PartVIISectionAGrp/PersonNm13J THOMAS BRIODY
IRS990/Form990PartVIISectionAGrp/PersonNm14ROXANA BLADES
IRS990/Form990PartVIISectionAGrp/PersonNm15JENNIFER KLUSKA
IRS990/Form990PartVIISectionAGrp/PersonNm16DUSTIN HARPER
IRS990/Form990PartVIISectionAGrp/PersonNm17LAURIE PANIAN
IRS990/Form990PartVIISectionAGrp/PersonNm18DANIELLE VINCER
IRS990/Form990PartVIISectionAGrp/PersonNm19JOAN HESTENES VP TECHNOLOGY
IRS990/Form990PartVIISectionAGrp/PersonNm20VIRGINIA LUI
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFAO
IRS990/Form990PartVIISectionAGrp/TitleTxt15COO (THRU 7/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt16CSO
IRS990/Form990PartVIISectionAGrp/TitleTxt17CPO
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP, COMMUNITY LIVING SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt19SERVICES & FACILITES (THRU 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP, CONTROLLER
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IRS990/InsuranceGrp/FundraisingAmt01219
IRS990/InsuranceGrp/ManagementAndGeneralAmt021001
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IRS990/MissionDesc0SEE 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.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,215,547
Liabilities
$47,524,295
Net assets
$9,691,252
Revenue
$93,160,446
Expenses
$90,536,830
Net income
$2,623,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$57.2$47.5$9.69$93.2$90.5$2.62
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
2011Summary only. Only limited summary data is available for this year.$60.0$48.0$12.1$29.4$32.6$3.17