SAN FRANCISCO, CA
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Sign In — Free (10 views/day)INSTITUTE ON AGING, founded in 1985, is a mid-sized nonprofit in the Human Services sector that reported $93.2M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.
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. 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.
COMMUNITY 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...
COMMUNITY 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 OF ALL AGES. WE CURRENTLY OFFER THESE SERVICES IN SAN BERNARDINO, RIVERSIDE, SAN FRANCISCO, AND SAN MATEO COUNTIES. IOA HAS MAINTAINED A FRIENDSHIP LINE PROGRAM WHICH HAS ALLOWED INDIVIDUALS TO USE A PHONE NUMBER TO CALL WHEN THEY ARE EXPERIENCING LONELINESS AND ISOLATION AND THIS PROGRAM WAS FUNDED PARTIALLY IN CALIFORNIA BY 3 DIFFERENT FUNDERS INCLUDING CALIFORNIA DEPARTMENT OF AGING, SAN MATEO COUNTY (MEASURE K), AND SANTA CLARA COUNTY. THIS IS A 24 HOUR CALL LINE WITH THE OPTION FOR FOLLOW UP CALLS TO ENSURE WELLNESS AND SUPPORT IS ACHIEVED.OUR CALAIM PROGRAMS WERE ALREADY MENTIONED, BUT IN MORE DETAIL THESE ARE CARE MANAGEMENT PROGRAMS WHICH ARE FUNDED BY THE LOCAL MANAGED MEDICAL PLANS. THERE ARE ENHANCED CARE MANAGEMENT AND COMMUNITY SUPPORT SERVICES WHICH PROVIDE SOCIAL WORKERS TO HELP INDIVIDUALS WITH ALL OF THEIR CARE NEEDS. A COMPLEX PSYCHOSOCIAL ASSESSMENT IS PERFORMED BY A SOCIAL WORKER TO CREATE A COMPREHENSIVE CARE PLAN WHICH IS THEN USED AS THE FRAMEWORK TO DIRECT OUR TEAMS CARE DELIVERY. SOME CLIENTS ARE IN NEED OF COMMUNITY SUPPORT SERVICES WHICH PROVIDES HOUSING NAVIGATION, HOUSING TRANSITION, TENANCY AND RETAINING SERVICES AS WELL AS MANY MORE. WE OFFER THESE SERVICES IN SAN FRANCISCO, SAN MATEO, SANTA CLARA, ALAMEDA, RIVERSIDE, SAN BERNARDINO, WITH NEW COUNTIES ON THE WAY. IN SANTA CLARA SPECIFICALLY, WE ALSO CREATED A NEW PROGRAM WHICH DEVELOPED A NETWORK OF RESIDENTICAL CARE FACILITIES TO ALLOW FOR OPTIONS FOR HOUSING WHEN INDIVIDUALS HAVE BEEN IDENTIFIED AS APPROPRIATE TO LIVE INDEPENDENTALLY IN THE COMMUNITY. ADDITIONALLY, IN ORDER TO LAUNCH NEW GEOGRAPHIES, DHCS HAS PROVIDED FUNDING THROUGH A GRANT KNOWN AS PATH WHICH WE WERE AWARDED TO SUPPORT OUR OPERATIONS (STAFF) AND SYSTEMS (ELECTRONIC MEDICAL RECORD AND DATA INTEGRATION).
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...
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...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $93,160,446 | $77,641,578 | +0.2% |
| Expenses | $90,536,830 | $76,019,178 | +0.2% |
| Net Income | $2,623,616 | $1,622,400 | +0.6% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| WARREN BROWNER | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| ELIZABETH SHIH | VICE CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| CYNTHIA DIANA WHITEHEAD | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| MARLENE LITVAK | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| DONNA BENTON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LYNN BRINTON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| H ANDREW FISHER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| RUTH LIU | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| E ANNE HINTON | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JEANNEE PARKER MARTIN | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| THERESA MATACIA | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOSEPH PRITCHARD | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| LOUISE WALTER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| J THOMAS BRIODY | PRESIDENT AND CEO | 40.00 |
Officer
|
$666,675 | $16,930 | $683,605 |
| ROXANA BLADES | CFAO | 40.00 |
Officer
|
$436,673 | $9,150 | $445,823 |
| JENNIFER KLUSKA | COO (THRU 7/2023) | 40.00 |
Key Emp
|
$281,962 | $1,103 | $283,065 |
| DUSTIN HARPER | CSO | 32.00 |
Highest
|
$299,844 | $1,806 | $301,650 |
| LAURIE PANIAN | CPO | 40.00 |
Highest
|
$316,818 | $12,747 | $329,565 |
| DANIELLE VINCER | VP, COMMUNITY LIVING SERVICES | 40.00 |
Highest
|
$226,239 | $10,838 | $237,077 |
| JOAN HESTENES VP TECHNOLOGY | SERVICES & FACILITES (THRU 3/2024) | 40.00 |
Highest
|
$242,164 | $9,489 | $251,653 |
| VIRGINIA LUI | VP, CONTROLLER | 40.00 |
Highest
|
$238,692 | $12,466 | $251,158 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $93,160,446 | $90,536,830 | $57,215,547 | $2,623,616 |
| 2023 | $77,641,578 | $76,019,178 | $55,733,650 | $1,622,400 |
| 2022 | $68,010,483 | $66,958,167 | $55,163,678 | $1,052,316 |
| 2021 | $66,846,262 | $65,626,073 | $58,432,886 | $1,220,189 |
| 2020 | $66,452,780 | $65,242,687 | $52,901,143 | $1,210,093 |
| 2019 | $58,756,399 | $55,233,852 | $50,029,836 | $3,522,547 |
| 2018 | $50,019,380 | $49,293,226 | $47,091,165 | $726,154 |
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