Institute on Aging

Tax-deductible

San Francisco, CA501(c)(3)Since 1985Human ServicesEIN 94-2978977

This page gets seen. Tell your story. Claim this org.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
Run by 78 volunteers and 1,336 employees.
Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.5M a year · 2% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3.4M
to officers and key staff · 4% of spending
Top officer’s pay higher than 84% of similar orgs
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $60K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$47.3M
79% of total assets
Worth a look: liabilities are 79% of assets; over 65%.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$100.0M
+7% vs prior year
Spent
$96.9M
To programs
83%
Net assets
$12.9M
By yearFY2020–FY2024
Revenue
$100.0M
FY2024▲ +7%
Revenue by fiscal year
FY2020$66.5M
FY2021$66.8M
FY2022$68.0M
FY2023$77.6M
FY2024$93.2M
FY2024$100.0M
Expenses
$96.9M
FY2024▲ +7%
Expenses by fiscal year
FY2020$65.2M
FY2021$65.6M
FY2022$67.0M
FY2023$76.0M
FY2024$90.5M
FY2024$96.9M
Net assets
$12.9M
FY2024▲ +33%
Net assets by fiscal year
FY2020$3.1M
FY2021$4.4M
FY2022$5.1M
FY2023$6.8M
FY2024$9.7M
FY2024$12.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $80.2M Management & general 17% · $16.1M Fundraising 1% · $560K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

24 people listed on the 990; $3.4M paid to officers and key staff.

Part VII, Section A · reportable compensation
President and CEO
$682,677Pt VII · Sec A
$452,402Pt VII · Sec A
$338,585Pt VII · Sec A
$327,650Pt VII · Sec A
$322,729Pt VII · Sec A
VP, Controller
$251,345Pt VII · Sec A
VP, Community Living Services
$235,021Pt VII · Sec A
VP, Home Care and Support Services(thru 10/2/24)
$219,236Pt VII · Sec A

J Thomas Briody’s $683K as President and CEO is at the 84th percentile of top reported officer pay among 249 $100M+ human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
J Thomas Briody$682,677$666,675———$715,594
Tom Briody——$680,725$454,233——
Thomas Briody J————$577,743—
Roxana Blades$452,402$436,673$375,093$323,246—$354,232
Aaron McPherson——$338,765$241,384——
Dustin Harper$338,585$299,844$264,607$229,100$219,709$237,056
Roxana R Blades————$331,705—
Laurie Panian$327,650$316,818$256,121———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Institute on Aging executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps older adults stay healthy, happy, independent, and involved in their communities.

Provided by the organization

This section is blank until Institute on Aging claims this page.

Know this organization? Claim it to add your story

3 program services account for $77.0M of program spending, described in the organization's own filed words · FY2024.
01

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…

$39.0Mprogram expense
02

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.

$22.3Mprogram expense
03

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.

$15.7Mprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$60K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$100.0M
Ln 12
Fees for servicesLn 2g$69.7M
Gifts and grantsLn 1h$29.5M
Investment incomeLn 3$468K
Money outPt IX
$96.9M
Ln 25
Programscol B$80.2M
Managementcol C$16.1M
Fundraisingcol D$560K
Owns and owesPt X
$12.9M
net assets · Ln 32
Cash and savingsLn 1–2$12.5M
Total assetsLn 16$60.2M
LiabilitiesLn 26$47.3M
PeoplePt VI, VII
24
listed · VII A
PaidVII A11
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$29.5M
Government grantsLn 1e$25.5M
Noncash giftsLn 1g$50K
Fundraising eventsLn 1c$470K
Fees for servicesLn 2g$69.7M
Investment incomeLn 3$468K
Other incomeLn 4–11$386K
Total revenueLn 12$100.0M
Assets in detailPt X, end of year
CashLn 1$7.8M
SavingsLn 2$4.7M
Cash and savings togetherLn 1–2$12.5M
InvestmentsLn 11–13$3.6M
Land, buildings, equipmentLn 10c$30.8M
Other assetsLn 15$2.0M
Total assetsLn 16$60.2M
LiabilitiesLn 26$47.3M
Net assetsLn 32$12.9M
OperationsPt I, VI
EmployeesI 51,336
VolunteersI 678
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$7.9M$12.5M
InvestmentsLn 11–13$3.3M$3.6M
Land, buildings, equipmentLn 10c$32.1M$30.8M
Total assetsLn 16$57.2M$60.2M
LiabilitiesLn 26$47.5M$47.3M
Net assetsLn 32$9.7M$12.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$2.1M$1.4M$458K$256K
Other salaries and wagesLn 7$46.3M$36.0M$10.3M$103K
Pension plan contributionsLn 8$864K$641K$219K$3K
Other employee benefitsLn 9$5.7M$4.8M$881K$35K
Payroll taxesLn 10$3.8M$2.9M$803K$29K
Legal feesLn 11b$541K$432K$108K
Accounting feesLn 11c$151K$121K$30K
Other fees for servicesLn 11g$4.3M$2.9M$1.3M$89K
Advertising and promotionLn 12$874K$627K$247K
Office expensesLn 13$3.4M$3.0M$427K$13K
Information technologyLn 14$518K$422K$96K
OccupancyLn 16$2.8M$2.2M$617K$9K
TravelLn 17$424K$312K$112K$223
Conferences, conventions and meetingsLn 19$129K$24K$100K$5K
InterestLn 20$1.3M$1.2M$128K$16K
Depreciation, depletion and amortizationLn 22$1.9M$1.6M$286K
InsuranceLn 23$362K$337K$24K$1K
Other expenses (24a–d)Ln 24$20.8M$20.8M$3K
All other expensesLn 24e$570K$570K
Total functional expensesLn 25$96.9M$80.2M$16.1M$560K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $93.2M$90.5M$2.6M$9.7M 990 PDF
FY2023 $77.6M$76.0M$1.6M$6.8M 990 PDF
FY2022 $68.0M$67.0M$1.1M$5.1M 990 PDF
FY2021 $66.8M$65.6M$1.2M$4.4M 990 PDF
FY2020 $66.5M$65.2M$1.2M$3.1M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $100,033,280 across 11 lines filed
VIII-1c Fundraising events$470,324
VIII-1e Government grants$25,532,202
VIII-1f All other contributions, gifts and grants$3,469,451
VIII-1g Noncash contributions (included above)$49,935
VIII-1h Total contributions, gifts and grants$29,471,977
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $69,708,046$69,708,046
VIII-3 Investment incomeExcluded from tax $467,748$467,748
VIII-6 Net rental income or lossExcluded from tax $143,447$143,447
VIII-8 Net income from fundraising eventsExcluded from tax $65,582$65,582
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $176,480$176,480
VIII-12 Total revenueRelated to mission $69,708,046 · Unrelated business $0 · Excluded from tax $853,257$100,033,280
Part IX · Statement of functional expenses $96,914,403 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $1,409,505 · Management $457,650 · Fundraising $256,083$2,123,238
IX-7 Other salaries and wagesPrograms $35,964,169 · Management $10,266,371 · Fundraising $103,139$46,333,679
IX-8 Pension plan contributionsPrograms $641,429 · Management $219,478 · Fundraising $3,432$864,339
IX-9 Other employee benefitsPrograms $4,802,877 · Management $880,873 · Fundraising $34,625$5,718,375
IX-10 Payroll taxesPrograms $2,941,979 · Management $802,727 · Fundraising $29,433$3,774,139
IX-11b Legal feesPrograms $432,253 · Management $108,375$540,628
IX-11c Accounting feesPrograms $120,708 · Management $30,177$150,885
IX-11g Other fees for servicesPrograms $2,887,518 · Management $1,339,558 · Fundraising $88,743$4,315,819
IX-12 Advertising and promotionPrograms $626,757 · Management $247,276$874,033
IX-13 Office expensesPrograms $2,960,868 · Management $427,170 · Fundraising $12,635$3,400,673
IX-14 Information technologyPrograms $421,768 · Management $96,349$518,117
IX-16 OccupancyPrograms $2,188,125 · Management $616,713 · Fundraising $8,936$2,813,774
IX-17 TravelPrograms $311,844 · Management $112,383 · Fundraising $223$424,450
IX-19 Conferences, conventions and meetingsPrograms $23,562 · Management $100,223 · Fundraising $5,378$129,163
IX-20 InterestPrograms $1,179,038 · Management $128,381 · Fundraising $16,444$1,323,863
IX-22 Depreciation, depletion and amortizationPrograms $1,619,488 · Management $285,755$1,905,243
IX-23 InsurancePrograms $337,019 · Management $24,340 · Fundraising $1,121$362,480
IX-24 Other expenses (24a–d)Programs $20,769,427 · Management $2,541$20,771,968
IX-24e All other expensesPrograms $569,537$569,537
IX-25 Total functional expensesPrograms $80,207,871 · Management $16,146,340 · Fundraising $560,192$96,914,403
Part X · Balance sheet $60,214,362 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $4,158,462$7,795,346
X-2 Savings and temporary cash investmentsStart of year $3,773,765$4,663,742
X-3 Pledges and grants receivableStart of year $605,514$45,434
X-4 Accounts receivableStart of year $10,103,555$10,278,788
X-9 Prepaid expenses and deferred chargesStart of year $786,138$1,043,722
X-10c Land, buildings and equipment, netStart of year $32,137,649$30,810,156
X-11 Publicly traded securitiesStart of year $3,264,965$3,558,332
X-15 Other assetsStart of year $2,385,499$2,018,842
X-16 Total assetsStart of year $57,215,547$60,214,362
X-17 Accounts payable and accrued expensesStart of year $10,513,914$12,283,981
X-19 Deferred revenueStart of year $3,259,869$3,481,081
X-20 Tax-exempt bond liabilitiesStart of year $32,550,512$30,978,175
X-26 Total liabilitiesStart of year $47,524,295$47,343,237
X-27 Net assets without donor restrictionsStart of year $8,187,900$10,423,833
X-28 Net assets with donor restrictionsStart of year $1,503,352$2,447,292
X-32 Total net assets or fund balancesStart of year $9,691,252$12,871,125
X-33 Total liabilities and net assetsStart of year $57,215,547$60,214,362
Part XI · Reconciliation of net assets $12,871,125 net assets at year end
XI-1 Total revenue$100,033,280
XI-2 Total expenses$96,914,403
XI-3 Revenue less expenses$3,118,877
XI-4 Net assets at start of year$9,691,252
XI-5 Net unrealized gains (losses) on investments$60,996
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$12,871,125

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.