Institute on Aging FY2020 filing

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501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$2.6M paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.8M a year · 2% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.6M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
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
$49.8M
94% of total assets
Concern: liabilities are 94% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 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
$66.5M
Spent
$65.2M
To programs
81%
Net assets
$3.1M
By yearFY2020–FY2025
Revenue
$66.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$66.5M
FY2021$66.8M
FY2022$68.0M
FY2023$77.6M
FY2024$93.2M
FY2025$100.0M
Expenses
$65.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$65.2M
FY2021$65.6M
FY2022$67.0M
FY2023$76.0M
FY2024$90.5M
FY2025$96.9M
Net assets
$3.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.1M
FY2021$4.4M
FY2022$5.1M
FY2023$6.8M
FY2024$9.7M
FY2025$12.9M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1986.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $52.6M Management & general 19% · $12.1M Fundraising 1% · $568K

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

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Who runs it and what they're paid

21 people listed on the 990; $2.6M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President/CEO
$715,594Pt VII · Sec A
$354,232Pt VII · Sec A
$307,545Pt VII · Sec A
$237,056Pt VII · Sec A
VP, Integrated Care Srvcs
$236,953Pt VII · Sec A
VP, Marketing and Communications
$194,554Pt VII · Sec A
VP, Tech Srvcs & Facilities
$186,709Pt VII · Sec A
Vice President & Controller
$175,131Pt 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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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 →

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.

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3 programs · $50.5M · in their own filed words · FY2019
01

Community Care Programs

See description on schedule o 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.

$22.4Mprogram 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.

$18.0Mprogram 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.

$10.1Mprogram expense

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

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $5.8M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through City & County of San Francisco and 2 more$5.6M
Elder Abuse Prevention Interventions ProgramDepartment of Health and Human Services · ALN 93.747 · Through City & County of San Francisco$98K
Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Alameda County Social Service Agency$96K
Special Programs for the Aging, Title Vii, Chapter 3, Programs for Prevention of Elder Abuse, Neglect, and ExploitationDepartment of Health and Human Services · ALN 93.041 · Through City & County of San Francisco$14K

The auditor reported 6 findings: a weakness in money controls.

Year ending Jun 2024 · $12.5M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through City & County of San Francisco and 2 more$12.0M
Elder Abuse Prevention Interventions ProgramDepartment of Health and Human Services · ALN 93.747 · Through City & County of San Francisco$500K
Special Programs for the Aging_title Vii, Chapter 3_programs for Prevention of Elder Abuse, Neglect, and ExploitationDepartment of Health and Human Services · ALN 93.041 · Through City & County of San Francisco$27K

The auditor reported 10 findings: a weakness in money controls.

Year ending Jun 2023 · $10.3M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through City & County of San Francisco and 2 more$10.1M
Elder Abuse Prevention Interventions ProgramDepartment of Health and Human Services · ALN 93.747 · Through City & County of San Francisco$165K
Special Programs for the Aging_title Vii, Chapter 3_programs for Prevention of Elder Abuse, Neglect, and ExploitationDepartment of Health and Human Services · ALN 93.041 · Through City & County of San Francisco$24K

The auditor reported 10 findings: a weakness in money controls.

Year ending Jun 2022 · $4.3M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through City & County of San Francisco and 1 more$4.2M
Elder Abuse Prevention Interventions ProgramDepartment of Health and Human Services · ALN 93.747 · Through City & County of San Francisco$110K
Special Programs for the Aging_title Vii, Chapter 3_programs for Prevention of Elder Abuse, Neglect, and ExploitationDepartment of Health and Human Services · ALN 93.041 · Through City & County of San Francisco$13K

The auditor reported no findings.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$66.5M
Ln 12
Fees for servicesLn 2g$46.9M
Gifts and grantsLn 1h$19.1M
Other incomeLn 4–11$274K
Money outPt IX
$65.2M
Ln 25
Programscol B$52.6M
Managementcol C$12.1M
Fundraisingcol D$568K
Owns and owesPt X
$3.1M
net assets · Ln 32
Cash and savingsLn 1–2$8.2M
Total assetsLn 16$52.9M
LiabilitiesLn 26$49.8M
PeoplePt VI, VII
21
listed · VII A
PaidVII A9
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$19.1M
Government grantsLn 1e$15.9M
Noncash giftsLn 1g$58K
Fundraising eventsLn 1c$168K
Fees for servicesLn 2g$46.9M
Investment incomeLn 3$129K
Other incomeLn 4–11$274K
Gains on assetsLn 7$6K
Total revenueLn 12$66.5M
Assets in detailPt X, end of year
CashLn 1$991K
SavingsLn 2$7.2M
Cash and savings togetherLn 1–2$8.2M
InvestmentsLn 11–13$2.6M
Land, buildings, equipmentLn 10c$35.6M
Other assetsLn 15$636K
Total assetsLn 16$52.9M
LiabilitiesLn 26$49.8M
Net assetsLn 32$3.1M
OperationsPt I, VI
EmployeesI 51,336
VolunteersI 678
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$37.3M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$40.2M
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$60K
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$2.6M$2.8M$2.7M$2.7M$2.4M
Given inLn 1b$6K$102K$88K
SpentLn 1d–1f$347K$115K$6K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$6.3M$8.2M
InvestmentsLn 11–13$2.5M$2.6M
Land, buildings, equipmentLn 10c$35.9M$35.6M
Total assetsLn 16$50.0M$52.9M
LiabilitiesLn 26$48.1M$49.8M
Net assetsLn 32$1.9M$3.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.3M$705K$447K$166K
Other salaries and wagesLn 7$29.2M$23.9M$5.2M$174K
Pension plan contributionsLn 8$537K$403K$132K$2K
Other employee benefitsLn 9$4.6M$3.4M$1.1M$61K
Payroll taxesLn 10$2.4M$2.0M$392K$27K
Legal feesLn 11b$576K$266K$309K
Accounting feesLn 11c$120K$120K
Other fees for servicesLn 11g$3.3M$1.9M$1.4M$30K
Advertising and promotionLn 12$572K$66K$493K$14K
Office expensesLn 13$2.1M$1.0M$1.0M$47K
Information technologyLn 14$961K$244K$710K$7K
OccupancyLn 16$2.2M$1.9M$244K$12K
TravelLn 17$263K$214K$48K$981
Conferences, conventions and meetingsLn 19$74K$17K$57K$305
InterestLn 20$1.6M$1.4M$160K$25K
Depreciation, depletion and amortizationLn 22$1.4M$1.1M$237K
InsuranceLn 23$235K$223K$11K$1K
Other expenses (24a–d)Ln 24$13.8M$13.8M
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$65.2M$52.6M$12.1M$568K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 1, 2026 $100.0M$96.9M$3.1M$12.9M 990 PDF
FY2024Filed with the IRS May 2, 2025 $93.2M$90.5M$2.6M$9.7M 990 PDF
FY2023Filed with the IRS Apr 23, 2024 $77.6M$76.0M$1.6M$6.8M 990 PDF
FY2022Filed with the IRS May 2, 2023 $68.0M$67.0M$1.1M$5.1M 990 PDF
FY2021Filed with the IRS May 16, 2022 $66.8M$65.6M$1.2M$4.4M 990 PDF
FY2020 ViewingFiled with the IRS May 14, 2021 $66.5M$65.2M$1.2M$3.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $66,452,780 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $16,318,446$19,129,427
I-9 Program service revenuePrior year $41,954,627$46,920,287
I-10 Investment incomePrior year $137,726$128,645
I-11 Other revenuePrior year $345,600$274,421
I-12 Total revenuePrior year $58,756,399$66,452,780
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $34,606,825$38,049,305
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $20,627,027$27,193,382
I-18 Total expensesPrior year $55,233,852$65,242,687
I-19 Revenue less expensesPrior year $3,522,547$1,210,093
Part VI · Governance 12 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $66,452,780 across 11 lines filed
VIII-1c Fundraising events$167,667
VIII-1e Government grants$15,883,293
VIII-1f All other contributions, gifts and grants$3,078,467
VIII-1g Noncash contributions (included above)$57,850
VIII-1h Total contributions, gifts and grants$19,129,427
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $46,920,287$46,920,287
VIII-3 Investment incomeExcluded from tax $122,503$122,503
VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,142$6,142
VIII-8 Net income from fundraising eventsExcluded from tax $33,178$33,178
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $241,243$241,243
VIII-12 Total revenueRelated to mission $46,920,287 · Unrelated business $0 · Excluded from tax $403,066$66,452,780
Part IX · Statement of functional expenses $65,242,687 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $704,729 · Management $447,394 · Fundraising $166,152$1,318,275
IX-7 Other salaries and wagesPrograms $23,873,158 · Management $5,193,648 · Fundraising $173,541$29,240,347
IX-8 Pension plan contributionsPrograms $402,711 · Management $132,006 · Fundraising $2,130$536,847
IX-9 Other employee benefitsPrograms $3,388,636 · Management $1,108,275 · Fundraising $60,602$4,557,513
IX-10 Payroll taxesPrograms $1,977,185 · Management $391,697 · Fundraising $27,441$2,396,323
IX-11b Legal feesPrograms $266,365 · Management $309,148$575,513
IX-11c Accounting feesManagement $120,456$120,456
IX-11g Other fees for servicesPrograms $1,921,597 · Management $1,386,429 · Fundraising $29,800$3,337,826
IX-12 Advertising and promotionPrograms $65,923 · Management $492,525 · Fundraising $14,000$572,448
IX-13 Office expensesPrograms $1,028,465 · Management $1,019,370 · Fundraising $47,423$2,095,258
IX-14 Information technologyPrograms $244,263 · Management $710,084 · Fundraising $6,767$961,114
IX-16 OccupancyPrograms $1,920,231 · Management $243,651 · Fundraising $11,694$2,175,576
IX-17 TravelPrograms $213,531 · Management $48,112 · Fundraising $981$262,624
IX-19 Conferences, conventions and meetingsPrograms $16,523 · Management $57,431 · Fundraising $305$74,259
IX-20 InterestPrograms $1,446,061 · Management $160,167 · Fundraising $25,321$1,631,549
IX-22 Depreciation, depletion and amortizationPrograms $1,121,981 · Management $236,850$1,358,831
IX-23 InsurancePrograms $222,883 · Management $10,510 · Fundraising $1,402$234,795
IX-24 Other expenses (24a–d)Programs $13,783,957$13,783,957
IX-24e All other expensesManagement $9,176$9,176
IX-25 Total functional expensesPrograms $52,598,199 · Management $12,076,929 · Fundraising $567,559$65,242,687
Part X · Balance sheet $52,901,143 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $481,557$991,304
X-2 Savings and temporary cash investmentsStart of year $5,829,756$7,192,591
X-3 Pledges and grants receivableStart of year $575,340$989,341
X-4 Accounts receivableStart of year $4,169,014$4,251,018
X-9 Prepaid expenses and deferred chargesStart of year $430,560$668,013
X-10c Land, buildings and equipment, netStart of year $35,891,897$35,613,977
X-11 Publicly traded securitiesStart of year $2,496,769$2,559,156
X-15 Other assetsStart of year $154,943$635,743
X-16 Total assetsStart of year $50,029,836$52,901,143
X-17 Accounts payable and accrued expensesStart of year $6,020,388$7,468,392
X-19 Deferred revenueStart of year $1,908,054$2,733,144
X-20 Tax-exempt bond liabilitiesStart of year $37,652,198$37,269,861
X-26 Total liabilitiesStart of year $48,080,640$49,771,397
X-27 Net assets without donor restrictionsStart of year $44,762$1,795,866
X-28 Net assets with donor restrictionsStart of year $1,904,434$1,333,880
X-32 Total net assets or fund balancesStart of year $1,949,196$3,129,746
X-33 Total liabilities and net assetsStart of year $50,029,836$52,901,143
Part XI · Reconciliation of net assets $3,129,746 net assets at year end
XI-1 Total revenue$66,452,780
XI-2 Total expenses$65,242,687
XI-3 Revenue less expenses$1,210,093
XI-4 Net assets at start of year$1,949,196
XI-5 Net unrealized gains (losses) on investments−$29,543
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,129,746

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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