501(c)(3) charity; gifts are tax-deductible.
84¢ 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

Before you give

FY2021 · 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
84%
of spending
Looks good: 84% 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: 1.7 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
$54.1M
93% of total assets
Concern: liabilities are 93% of assets; over 80%.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$66.8M
+0.6% vs prior year
Spent
$65.6M
To programs
84%
Net assets
$4.4M
By yearFY2020–FY2025
Revenue
$66.8M
FY2021▲ +0.6%
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
$65.6M
FY2021▲ +0.6%
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
$4.4M
FY2021▲ +40%
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 FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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

84 cents of each dollar spent went to programs.

Program services 84% · $55.0M Management & general 15% · $9.9M Fundraising 1% · $710K

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

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

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
President and CEO
$577,743Pt VII · Sec A
$331,705Pt VII · Sec A
$317,001Pt VII · Sec A
$255,385Pt VII · Sec A
VP, Integrated Care Services
$248,641Pt VII · Sec A
$219,709Pt VII · Sec A
VP, Community Living Services
$215,488Pt VII · Sec A
VP, Philanthropy
$203,271Pt 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 →

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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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Provided by the organization

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3 programs · $50.7M · in their own filed words · FY2020
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.

$24.9Mprogram 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.

$17.1Mprogram 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.

$8.6Mprogram 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

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$66.8M
Ln 12
Fees for servicesLn 2g$45.9M
Gifts and grantsLn 1h$20.5M
Other incomeLn 4–11$292K
Money outPt IX
$65.6M
Ln 25
Programscol B$55.0M
Managementcol C$9.9M
Fundraisingcol D$710K
Owns and owesPt X
$4.4M
net assets · Ln 32
Cash and savingsLn 1–2$9.2M
Total assetsLn 16$58.4M
LiabilitiesLn 26$54.1M
PeoplePt VI, VII
20
listed · VII A
PaidVII A9
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20.5M
Government grantsLn 1e$18.4M
Noncash giftsLn 1g$291K
Fundraising eventsLn 1c$162K
Fees for servicesLn 2g$45.9M
Investment incomeLn 3$100K
Other incomeLn 4–11$292K
Gains on assetsLn 7$23K
Total revenueLn 12$66.8M
Assets in detailPt X, end of year
CashLn 1$4.5M
SavingsLn 2$4.7M
Cash and savings togetherLn 1–2$9.2M
InvestmentsLn 11–13$2.8M
Land, buildings, equipmentLn 10c$35.9M
Other assetsLn 15$3.8M
Total assetsLn 16$58.4M
LiabilitiesLn 26$54.1M
Net assetsLn 32$4.4M
OperationsPt I, VI
EmployeesI 51,336
VolunteersI 678
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$8.2M$9.2M
InvestmentsLn 11–13$2.6M$2.8M
Land, buildings, equipmentLn 10c$35.6M$35.9M
Total assetsLn 16$52.9M$58.4M
LiabilitiesLn 26$49.8M$54.1M
Net assetsLn 32$3.1M$4.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.5M$960K$418K$146K
Other salaries and wagesLn 7$29.4M$22.7M$6.3M$360K
Pension plan contributionsLn 8$663K$507K$154K$2K
Other employee benefitsLn 9$4.2M$3.2M$855K$62K
Payroll taxesLn 10$2.5M$1.9M$489K$38K
Legal feesLn 11b$318K$318K
Accounting feesLn 11c$108K$108K
Other fees for servicesLn 11g$3.3M$3.2M$70K$2K
Advertising and promotionLn 12$709K$552K$142K$15K
Office expensesLn 13$2.1M$1.9M$161K$45K
Information technologyLn 14$1.0M$836K$166K$9K
OccupancyLn 16$2.1M$1.8M$263K$9K
TravelLn 17$86K$83K$3K
Conferences, conventions and meetingsLn 19$36K$4K$32K$96
InterestLn 20$1.6M$1.4M$126K$19K
Depreciation, depletion and amortizationLn 22$1.5M$1.3M$233K
InsuranceLn 23$243K$227K$14K$1K
Other expenses (24a–d)Ln 24$14.3M$14.3M$2K
Total functional expensesLn 25$65.6M$55.0M$9.9M$710K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $100.0M$96.9M$3.1M$12.9M 990 PDF
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 Viewing $66.8M$65.6M$1.2M$4.4M 990 PDF
FY2020 $66.5M$65.2M$1.2M$3.1M 990 PDF

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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 FY2021 990 (6 parts)
Part I · Summary $66,846,262 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $19,129,427$20,517,984
I-9 Program service revenuePrior year $46,920,287$45,936,633
I-10 Investment incomePrior year $128,645$100,085
I-11 Other revenuePrior year $274,421$291,560
I-12 Total revenuePrior year $66,452,780$66,846,262
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 $38,049,305$38,204,865
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $27,193,382$27,421,208
I-18 Total expensesPrior year $65,242,687$65,626,073
I-19 Revenue less expensesPrior year $1,210,093$1,220,189
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $66,846,262 across 11 lines filed
VIII-1c Fundraising events$162,065
VIII-1e Government grants$18,362,725
VIII-1f All other contributions, gifts and grants$1,993,194
VIII-1g Noncash contributions (included above)$290,763
VIII-1h Total contributions, gifts and grants$20,517,984
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $45,936,633$45,936,633
VIII-3 Investment incomeExcluded from tax $77,328$77,328
VIII-7 Net gain or loss on sales of assetsExcluded from tax $22,757$22,757
VIII-8 Net income from fundraising eventsExcluded from tax $16,590$16,590
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $274,970$274,970
VIII-12 Total revenueRelated to mission $45,936,633 · Unrelated business $0 · Excluded from tax $391,645$66,846,262
Part IX · Statement of functional expenses $65,626,073 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $959,986 · Management $417,988 · Fundraising $146,485$1,524,459
IX-7 Other salaries and wagesPrograms $22,677,640 · Management $6,349,448 · Fundraising $360,193$29,387,281
IX-8 Pension plan contributionsPrograms $506,962 · Management $153,939 · Fundraising $2,098$662,999
IX-9 Other employee benefitsPrograms $3,247,440 · Management $855,211 · Fundraising $61,815$4,164,466
IX-10 Payroll taxesPrograms $1,938,429 · Management $489,127 · Fundraising $38,104$2,465,660
IX-11b Legal feesManagement $317,583$317,583
IX-11c Accounting feesManagement $108,200$108,200
IX-11g Other fees for servicesPrograms $3,227,162 · Management $69,519 · Fundraising $2,000$3,298,681
IX-12 Advertising and promotionPrograms $552,303 · Management $141,900 · Fundraising $15,200$709,403
IX-13 Office expensesPrograms $1,920,907 · Management $161,097 · Fundraising $45,361$2,127,365
IX-14 Information technologyPrograms $835,605 · Management $165,577 · Fundraising $8,947$1,010,129
IX-16 OccupancyPrograms $1,790,704 · Management $262,672 · Fundraising $8,685$2,062,061
IX-17 TravelPrograms $82,970 · Management $2,595$85,565
IX-19 Conferences, conventions and meetingsPrograms $3,868 · Management $31,731 · Fundraising $96$35,695
IX-20 InterestPrograms $1,436,890 · Management $126,400 · Fundraising $19,181$1,582,471
IX-22 Depreciation, depletion and amortizationPrograms $1,289,694 · Management $232,721$1,522,415
IX-23 InsurancePrograms $227,034 · Management $14,333 · Fundraising $1,477$242,844
IX-24 Other expenses (24a–d)Programs $14,316,604 · Management $2,192$14,318,796
IX-25 Total functional expensesPrograms $55,014,198 · Management $9,902,233 · Fundraising $709,642$65,626,073
Part X · Balance sheet $58,432,886 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $991,304$4,477,164
X-2 Savings and temporary cash investmentsStart of year $7,192,591$4,676,567
X-3 Pledges and grants receivableStart of year $989,341$213,638
X-4 Accounts receivableStart of year $4,251,018$5,870,476
X-9 Prepaid expenses and deferred chargesStart of year $668,013$676,323
X-10c Land, buildings and equipment, netStart of year $35,613,977$35,935,476
X-11 Publicly traded securitiesStart of year $2,559,156$2,753,392
X-15 Other assetsStart of year $635,743$3,829,850
X-16 Total assetsStart of year $52,901,143$58,432,886
X-17 Accounts payable and accrued expensesStart of year $8,005,327$11,691,015
X-19 Deferred revenueStart of year $2,196,209$3,183,668
X-20 Tax-exempt bond liabilitiesStart of year $37,269,861$36,882,522
X-26 Total liabilitiesStart of year $49,771,397$54,057,205
X-27 Net assets without donor restrictionsStart of year $1,795,866$3,231,941
X-28 Net assets with donor restrictionsStart of year $1,333,880$1,143,740
X-32 Total net assets or fund balancesStart of year $3,129,746$4,375,681
X-33 Total liabilities and net assetsStart of year $52,901,143$58,432,886
Part XI · Reconciliation of net assets $4,375,681 net assets at year end
XI-1 Total revenue$66,846,262
XI-2 Total expenses$65,626,073
XI-3 Revenue less expenses$1,220,189
XI-4 Net assets at start of year$3,129,746
XI-5 Net unrealized gains (losses) on investments$110,736
XI-9 Other changes in net assets−$84,990
XI-10 Net assets at end of year$4,375,681

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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