Form 990 for tax year 2023

Totals

Total revenue

$93,160,446

Total expenses

$90,536,830

Contributions and grants received

$35,171,691

Grants paid

$0

Program service revenue

$57,462,992

Investment income

$258,988

Other revenue

$266,775

Total assets, end of year

$57,215,547

Total liabilities, end of year

$47,524,295

Net assets or fund balances, end of year

$9,691,252

Program services expenses (Part IX)

$74,360,316

Management and general expenses

$15,524,713

Fundraising expenses

$651,801

Program service expenses (Part III)

$74,360,316

Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• Withheld by Nonprofiteer: this text may name a private individual.

  Expenses $32,598,625

• 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.

  Expenses $20,559,171 · Revenue $27,301,481

• 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.

  Expenses $14,824,805 · Revenue $17,230,383

• MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP) - IS A CARE MANAGEMENT PROGRAM, PROVIDING ASSESSMENT AND COORDINATION OF SERVICES FOR OLDER ADULTS WHO LIVE IN SAN FRANCISCO, ARE 65 YEARS OR OLDER, AND HAVE MEDI-CAL COVERAGE. WHEN EVERYDAY TASKS SUCH AS COOKING DINNER, GETTING TO THE DOCTOR, OR MANAGING MONEY BECOME MORE DIFFICULT, MSSP IS AVAILABLE AT NO CHARGE TO PROVIDE NEEDED SUPPORT, AND ENABLE PEOPLE TO CONTINUE LIVING IN THEIR OWN HOMES.THROUGH THE CARE MANAGEMENT SERVICES OF MSSP, A CARE MANAGER OR NURSE VISITS A CLIENT AT HOME TO DISCUSS HIS OR HER NEEDS AND THE SERVICES THAT MIGHT BE HELPFUL. WITH THIS INFORMATION, A CARE PLAN IS DEVELOPED AND APPROPRIATE SERVICES ARE ARRANGED. THE CARE MANAGER CONTINUES TO STAY IN CLOSE TOUCH, WORKING TOGETHER WITH THE CLIENT TO ADJUST THE CARE PLAN AS NECESSARY.MSSP CAN PROVIDE OR ARRANGE FOR A WIDE ARRAY OF SERVICES, INCLUDING:-FULL ASSESSMENT AND CARE COORDINATION-PURCHASE OF NEEDED SERVICES AND MEDICAL DEVICES-TRANSPORTATION-MEDICAL CAREHOMEMAKERSHOME SAFETY MODIFICATIONS-LEGAL ASSISTANCE-SENIOR COMPANIONS-HOMEDELIVERED MEALS-MONEY MANAGEMENT-DAY ACTIVITY PROGRAMS-COUNSELING GOVERNMENT BENEFITS-EMERGENCY HELP WITH PROBLEMS SUCH AS ABUSE OR EVICTION NOTICES SERVICES ARE AVAILABLE IN ENGLISH, RUSSIAN, SPANISH, CANTONESE, MANDARIN AND VIETNAMESE.MSSP IS AVAILABLE TO ALL SAN FRANCISCO RESIDENTS AGED 65 OR OLDER WHO ARE COVERED BY MEDI-CAL AND NEED ASSISTANCE WITH TWO OR MORE ACTIVITIES OF DAILY LIVING (ADL). MOST SERVICES ARE COVERED BY MEDI-CAL AND ARE FREE OF CHARGE TO THE INDIVIDUAL. MSSP IS FUNDED BY THE STATE AND FEDERAL GOVERNMENT, ADMINISTERED THROUGH THE CALIFORNIA DEPARTMENT OF AGING. DURING 2023-24, THE AVERAGE CASE LOAD FOR IOA'S MSSP PROGRAM WAS 406. OTHER PROGRAMS OF THE INSTITUTE ON AGING INCLUDE: ELDER ABUSE PREVENTION - OBJECTIVES OF IOA'S ELDER ABUSE PREVENTION PROGRAM ARE TO PROMOTE PUBLIC AWARENESS ON ELDER ABUSE ISSUES, PROVIDE TRAINING AND EDUCATION TO SENIORS AND PROFESSIONALS, AND ADVOCATE FOR POLICIES AND SERVICES THAT INCREASE SAFETY FOR VULNERABLE ADULTS.COUNSELING AND EMOTIONAL SUPPORT - EMOTIONAL SUPPORT IS ESSENTIAL FOR ADULTS EXPERIENCING THE PHYSICAL AND PSYCHOLOGICAL EFFECTS OF AGING. OLDER ADULTS OFTEN FACE A MULTITUDE OF CHANGES AND STRESSES, INCLUDING HEALTH CONCERNS, PHYSICAL LIMITATIONS, FINANCIAL PROBLEMS, AND LOSS OF LOVED ONES. SERVICES IN THIS AREA INCLUDE:-24/7 TELEPHONE CRISIS LINE-24/7 TELEPHONE SUPPORT LINE (FOR ISOLATED OLDER ADULTS, OFFERING A SOCIAL LINK)-MEMORY ASSESSMENTS-DEPRESSION SCREENINGS-HOME-BASED THERAPY-GRIEF SUPPORT SERVICESIOA'S EXPERTS SPECIALIZE IN PROVIDING COUNSELING AND EMOTIONAL SUPPORT SERVICES TAILORED TO FIT EACH PERSON'S UNIQUE NEEDS, DELIVERING CARING, CULTURALLY SENSITIVE SUPPORT WHERE IT IS MOST CONVENIENT -AT HOME, IN RESIDENTIAL COMMUNITIES OR IN OUR OFFICES. EDUCATION AND SUPPORT GROUPS - IOA OFFERS ONGOING TRAININGS FOR HEALTHCARE PROFESSIONALS AND SPECIAL PROGRAMS TO SUPPORT THE VARIED NEEDS OF OLDER ADULTS. IOA PROVIDES OPPORTUNITIES FOR CONTINUING EDUCATION FOR PROFESSIONALS IN THE FIELD OF AGING, PRESENTING CUTTING EDGE RESEARCH AND CASE STUDIES RELATED TO MEETING THE MENTAL HEALTH NEEDS OF OLDER ADULTS. WITH OUR CONSTANT PROGRAM EVALUATION PROCESS, IOA ADVANCES THE MOST CURRENT AND RELEVANT RESEARCH TO ENHANCE SENIOR CARE THROUGHOUT THE BAY AREA. IOA ARTS PROVIDES SPECIALIZED VISUAL AND PERFORMING ARTS EDUCATION, TAILORED TO THE NEEDS OF OLDER ADULTS. THIS IS A MULTIGENERATIONAL PROGRAM DONE IN COLLABORATION WITH MANY SCHOOLS AND YOUTH ORGANIZATIONS.HEALING THE MIND AND HEART ARE AS IMPORTANT AS HEALING THE BODY. MEETING WITH OTHERS IN A GROUP SETTING CAN HELP AN INDIVIDUAL THROUGH TIMES OF GREAT LOSS, TRAUMA, DISORIENTATION, AND CHANGE. UNDER THE GUIDANCE OF A TRAINED PROFESSIONAL, SUPPORT GROUPS OFFER AN OPPORTUNITY TO SHARE EXPERIENCES IN A SAFE, SUPPORTIVE ENVIRONMENT. IOA ALSO PARTNERS WITH THE CITY OF SAN FRANCISCO AND MULTIPLE PRIVATE ORGANIZATIONS TO IMPROVE THE COMMUNITY'S ABILITY TO PROTECT SENIORS AND ADDRESS INCIDENTS OF ELDER ABUSE. OUR SUPPORT GROUPS INCLUDE:- DEPRESSION AND DEMENTIA-EARLY STAGE ALZHEIMER'S-LOSS AND BEREAVEMENT-LGBT DEMENTIA FAMILY CAREGIVERS-ELDER ABUSE PREVENTION-SUPPORT AND ADVOCACY FOR VICTIMS OF ELDER ABUSEADULT DAY CENTERS - MEMORY LOSS AND CHRONIC HEALTH CONDITIONS CAN CREATE SIGNIFICANT CHALLENGES TO OUTSIDE INTERACTION. IOA OFFERS TWO ADULT DAY CLUB SITES TO HELP SENIORS CONNECT WITH OTHERS AND ENJOY THE BENEFITS OF SOCIALIZATION AND PARTICIPATION. IOA DAY CLUBS OFFER FUN, ENGAGING PROGRAMS SERVING INDIVIDUALS WITH MILD TO SEVERE MEMORY LOSS. MEMBERS ARE ENCOURAGED TO ENJOY A VARIETY OF STRUCTURED ACTIVITIES THAT PROVIDE MENTAL STIMULATION AND PROMOTE PHYSICAL HEALTH AND PERSONAL SUCCESSES IN A FRIENDLY AND SUPPORTIVE ENVIRONMENT. MEMBER BENEFITS INCLUDE:-INDIVIDUALIZED CARE PLANSCREATIVE ACTIVITIES ENCOURAGING INDIVIDUAL EXPRESSION-INTELLECTUAL STIMULATIONDAILY GROUP EXERCISES-HOME-STYLE MEALS MADE WITH FRESH INGREDIENTS, PLUS SNACKS-DROP-IN DAY CARE-FLEXIBLE SCHEDULES OFFERING ATTENDANCE FROM TWO TO FIVE DAYS PER WEEK-A LA CARTE SERVICES SUCH AS EXTENDED HOURS, ADDITIONAL PERSONAL CARE AND HOME SAFETY ASSESSMENTS-DOOR-TO-DOOR TRANSPORTATION TO AND FROM THE FACILITY CLUBS PROVIDE A SAFE, COMPASSIONATE PLACE FOR ADULTS TO SPEND A FEW HOURS (OR DAYS) A WEEK OUTSIDE THE HOME. THE CLUBS ALSO OFFER AN OPPORTUNITY FOR LOVED ONES TO CONTINUE THEIR DAILY ROUTINES, INCLUDING MAINTAINING A CAREER AND BALANCING CARE WITH PERSONAL TIME.

  Expenses $6,377,715 · Revenue $12,931,128

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

1 May 2025

IRS schema version

2023v6.0

Source object

202501229349300640

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