INSTITUTE ON AGING: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE ON AGING (EIN 94-2978977)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201931359349312903
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T17:21:19-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942978977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE ON AGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INST | BusinessNameControlTxt |
| Phone | 4157504111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 GEARY BOULEVARD | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J THOMAS BRIODY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4157504111 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LESLIE VAN | PreparerPersonNm |
| PTIN | P01294411 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 20:13:09 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49EFC680F81229405EF199BD73E62A476B2398BF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J THOMAS BRIODY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 GEARY BOULEVARD | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,169,442 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IOAGING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 822 | TotalEmployeeCnt |
| Total Volunteers | 379 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $40,328 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,999,360 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,549,179 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,397,101 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,831,554 | CYProgramServiceRevenueAmt |
| PY Investment Income | $129,396 | PYInvestmentIncomeAmt |
| CY Investment Income | $130,352 | CYInvestmentIncomeAmt |
| PY Other Revenue | $687,086 | PYOtherRevenueAmt |
| CY Other Revenue | $508,295 | CYOtherRevenueAmt |
| PY Total Revenue | $45,212,943 | PYTotalRevenueAmt |
| CY Total Revenue | $50,019,380 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,709,657 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,870,894 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $650,736 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,280,645 | PYOtherExpensesAmt |
| CY Other Expenses | $17,422,332 | CYOtherExpensesAmt |
| PY Total Expenses | $49,990,302 | PYTotalExpensesAmt |
| CY Total Expenses | $49,293,226 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,777,359 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $726,154 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $46,456,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,091,165 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,714,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,670,024 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,257,436 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,578,859 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,962,903 | ExpenseAmt |
| Revenue | $19,989,406 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,923,296 | ExpenseAmt |
| Revenue | $8,835,727 | RevenueAmt |
| Desc | 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 2017-18, IOA PROVIDED OVER 225,000 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,596,218 | ExpenseAmt |
| Desc | 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. SHORT-TERM HELP MIGHT INCLUDE INSTALLING GRAB BARS, SHOPPING ASSISTANCE, OR INTERVENING IN AN EMERGENCY SITUATION. FUNDED IN PART BY THE SAN FRANCISCO DEPARTMENT OF AGING AND ADULT SERVICES, LINKAGES SEEKS TO PROVIDE ACCESS TO NEEDED SERVICES TO ENABLE A PERSON TO CONTINUE LIVING INDEPENDENTLY.THROUGH THE LINKAGES PROGRAM, 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.LINKAGES CAN ARRANGE 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 LINKAGES IS AVAILABLE TO ALL DISABLED SAN FRANCISCO RESIDENTS, 18 AND OLDER, WITH CARE MANAGEMENT NEEDS, IN ADDITION TO DIFFICULTY WITH ONE ACTIVITY OF DAILY LIVING (ADL) OR TWO INSTRUMENTAL ACTIVITIES OF DAILY LIVING (IADL). THERE IS NO INCOME REQUIREMENT FOR RECEIVING THIS SERVICE. THE AVERAGE CASE LOAD FOR THE LINKAGES PROGRAM IN 2017-18 WAS 143 CLIENTS; THE NUMBER OF UNDUPLICATED CLIENTS WAS 205.COMMUNITY CARE PROGRAMS ALSO INCLUDE THE COMMUNITY LIVING FUND (CLF), A PROGRAM THAT ASSISTS 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 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 PROVIDES SERVICES FROM TRAINED PROFESSIONAL NURSES AND SOCIAL WORKERS. SOCIAL WORKERS AND NURSES PROVIDE SERVICE COORDINATION AND, WHEN NECESSARY, PURCHASE ITEMS AND/OR SERVICES NEEDED BY AN INDIVIDUAL TO ENABLE INDEPENDENT LIVING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,057,119 | ExpenseAmt |
| Revenue | $8,006,421 | RevenueAmt |
| Desc | MULTIPURPOSE SENIOR SERVICES PROGRAM (MSSP) - IS A CARE MANAGEMENT PROGRAM, SIMILAR TO LINKAGES, 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 CARE-HOMEMAKERS-HOME SAFETY MODIFICATIONS-LEGAL ASSISTANCE-SENIOR COMPANIONS-HOME-DELIVERED 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 2017-18, THE AVERAGE CASE LOAD FOR IOA'S MSSP PROGRAM WAS 446. 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 MULTI-GENERATIONAL 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 PLANS-CREATIVE ACTIVITIES ENCOURAGING INDIVIDUAL EXPRESSION-INTELLECTUAL STIMULATION-DAILY 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 FACILITYCLUBS 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,057,119 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $8,006,421 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $39,539,536 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 822 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROXANA R BLADES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4157504101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 GEARY BOULEVARD | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEANNEE MARTIN | |||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARLENE LITVAK | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID LOWENKOPF | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| E ANNE HINTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON COOPERBRAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES DAVIS MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA DIANA WHITEHEAD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MERYL BROD PHD | |||||||
| DIRECTOR (THRU 6/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H ANDREW FISHER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THERESA A MATACIA CFA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA TAYLOR | |||||||
| DIRECTOR (THRU 6/18) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE WALTER MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY W ZELLERBACH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J THOMAS BRIODY | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $484,631 | $0 | $8,746 | ||
| ROXANA BLADES | |||||||
| CFAO | 40.00 | Yes (X) | $274,967 | $0 | $5,400 | ||
| MELISSA W BARKER | |||||||
| COO (THRU 3/18) | 40.00 | Yes (X) | $191,953 | $0 | $5,346 | ||
| SHABANA SIEGEL | |||||||
| VP, PHILANTHROPY | 40.00 | $185,868 | $0 | $12,698 | Yes (X) | ||
| DUSTIN HARPER | |||||||
| VP, STRATEGIC PARTNERSHIPS | 40.00 | $156,778 | $0 | $6,380 | Yes (X) | ||
| JOAN HESTENES | |||||||
| VP, TECH SRVS & FACILITIES MGMT | 40.00 | $149,737 | $0 | $7,419 | Yes (X) | ||
| SHARI H MOORE | |||||||
| VP, HUMAN RESOURCES | 40.00 | $135,532 | $0 | $6,778 | Yes (X) | ||
| VIRGINIA LUI | |||||||
| CONTROLLER | 40.00 | $132,574 | $0 | $7,211 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,712,040 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,978 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WHISTLESTOP | |||||
| 930 TAMALPAIS AVENUE | SAN RAFAEL | CA | 94901 | TRANSPORTATION | $1,010,924 |
| LANXPERT DBA INTIVIX | |||||
| 605 MARKET STREET | SAN FRANCISCO | CA | 94105 | IT CONSULTING & SUPPORT | $623,534 |
| SOCIAL SERVICE STAFFING & RECRUITING IN | |||||
| PO BOX 743451 | LOS ANGELES | CA | 90074 | RECRUITMENT SERVICES | $332,006 |
| AMN HEALTHCARE INC | |||||
| 2735 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | RECRUITMENT SERVICES | $301,697 |
| SALO SOLUTIONS | |||||
| 960 CHECKREIN AVENUE | COLUMBUS | OH | 43229 | IT CONSULTING & SUPPORT | $216,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $141,444 | FundraisingAmt |
| Government Grants | $9,644,792 | GovernmentGrantsAmt |
| All Other Contributions | $2,762,943 | AllOtherContributionsAmt |
| Noncash Contributions | $619,568 | NoncashContributionsAmt |
| Total Contributions | $12,549,179 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATIENT SERVICE REV. | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $36,831,554 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,831,554 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,831,554 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,700 | TotalRevenueColumnAmt |
| Exclusion | $119,700 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,105,188 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,094,536 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,652 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,652 | TotalRevenueColumnAmt |
| Exclusion | $10,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $92,167 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $141,444 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,526 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,641 | TotalRevenueColumnAmt |
| Exclusion | $36,641 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MANAGEMENT SERVICES CONTRACT | 900099 | $233,328 | $233,328 |
| OTHER REVENUE | 900099 | $176,562 | $176,562 |
| PARKING INCOME | 900099 | $61,764 | $61,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $471,654 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,019,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,831,554 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $638,647 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,049,741 | TotalAmt |
| Program Services | $536,772 | ProgramServicesAmt |
| Management And General | $435,544 | ManagementAndGeneralAmt |
| Fundraising | $77,425 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,963,621 | TotalAmt |
| Program Services | $20,069,727 | ProgramServicesAmt |
| Management And General | $3,554,064 | ManagementAndGeneralAmt |
| Fundraising | $339,830 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,411 | TotalAmt |
| Program Services | $381,993 | ProgramServicesAmt |
| Management And General | $142,457 | ManagementAndGeneralAmt |
| Fundraising | $8,961 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,343,879 | TotalAmt |
| Program Services | $3,568,122 | ProgramServicesAmt |
| Management And General | $705,382 | ManagementAndGeneralAmt |
| Fundraising | $70,375 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,980,242 | TotalAmt |
| Program Services | $1,669,517 | ProgramServicesAmt |
| Management And General | $281,093 | ManagementAndGeneralAmt |
| Fundraising | $29,632 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,512 | TotalAmt |
| Management And General | $332,512 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,850 | TotalAmt |
| Management And General | $101,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,518,583 | TotalAmt |
| Program Services | $1,625,428 | ProgramServicesAmt |
| Management And General | $849,760 | ManagementAndGeneralAmt |
| Fundraising | $43,395 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,998 | TotalAmt |
| Program Services | $51,813 | ProgramServicesAmt |
| Management And General | $498,583 | ManagementAndGeneralAmt |
| Fundraising | $22,602 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,557,729 | TotalAmt |
| Program Services | $743,583 | ProgramServicesAmt |
| Management And General | $795,415 | ManagementAndGeneralAmt |
| Fundraising | $18,731 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,443 | TotalAmt |
| Program Services | $205,722 | ProgramServicesAmt |
| Management And General | $523,005 | ManagementAndGeneralAmt |
| Fundraising | $3,716 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,404,751 | TotalAmt |
| Program Services | $1,017,127 | ProgramServicesAmt |
| Management And General | $380,533 | ManagementAndGeneralAmt |
| Fundraising | $7,091 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,163 | TotalAmt |
| Program Services | $219,232 | ProgramServicesAmt |
| Management And General | $33,297 | ManagementAndGeneralAmt |
| Fundraising | $634 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,577 | TotalAmt |
| Program Services | $13,530 | ProgramServicesAmt |
| Management And General | $50,892 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,677,625 | TotalAmt |
| Program Services | $1,567,362 | ProgramServicesAmt |
| Management And General | $82,074 | ManagementAndGeneralAmt |
| Fundraising | $28,189 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,125,761 | TotalAmt |
| Program Services | $826,808 | ProgramServicesAmt |
| Management And General | $298,953 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,764 | TotalAmt |
| Program Services | $215,224 | ProgramServicesAmt |
| Management And General | $37,540 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| WAIVED/SPECIAL SRVCS. | $4,801,602 | $4,801,602 |
| CLIENT TRANSPORTATION | $1,167,106 | $1,167,106 |
| PROGRAM SUPPLIES | $858,868 | $858,868 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,293,226 | TotalAmt |
| Program Services | $39,539,536 | ProgramServicesAmt |
| Management And General | $9,102,954 | ManagementAndGeneralAmt |
| Fundraising | $650,736 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,647 | BOYAmt |
| EOY | $864,815 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,893,136 | BOYAmt |
| EOY | $1,959,828 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,005 | BOYAmt |
| EOY | $772,314 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,152,271 | BOYAmt |
| EOY | $4,754,397 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,237 | BOYAmt |
| EOY | $656,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $43,876,393 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,487,007 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,412,414 | BOYAmt |
| EOY | $35,389,386 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,725,898 | BOYAmt |
| EOY | $2,693,510 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,266 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,456,874 | BOYAmt |
| EOY | $47,091,165 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,778,557 | BOYAmt |
| EOY | $5,354,322 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,878,154 | BOYAmt |
| EOY | $2,291,167 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,157,599 | BOYAmt |
| EOY | $38,024,535 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,900,000 | BOYAmt |
| EOY | $3,000,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,714,310 | BOYAmt |
| EOY | $48,670,024 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,677,721 | BOYAmt |
| EOY | -$3,544,008 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,289 | BOYAmt |
| EOY | $912,153 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,052,996 | BOYAmt |
| EOY | $1,052,996 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,257,436 | BOYAmt |
| EOY | -$1,578,859 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,456,874 | BOYAmt |
| EOY | $47,091,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $726,154 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$47,577 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,383,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,990,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,150,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,999,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,549,179 | CurrentTaxYearAmt |
| Total | $54,073,179 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,383,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,990,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,150,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,999,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,549,179 | CurrentTaxYearAmt |
| Total | $54,073,179 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $54,073,179 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $132,732 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,700 | CurrentTaxYearAmt |
| Total | $669,749 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,380 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,641 | CurrentTaxYearAmt |
| Total | $201,241 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $384,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $407,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $648,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $471,654 | CurrentTaxYearAmt |
| Total | $2,139,366 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $57,083,535 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $140,514,682 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94690 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,725,898 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $82,775 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $115,163 | OtherExpendituresAmt |
| End Year Balance | $2,693,510 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,380,177 | BeginningYearBalanceAmt |
| Contributions | $101,957 | ContributionsAmt |
| Investment Earnings Or Losses | $243,764 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,725,898 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,295,489 | BeginningYearBalanceAmt |
| Contributions | $88,399 | ContributionsAmt |
| Investment Earnings Or Losses | $2,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,040 | OtherExpendituresAmt |
| Administrative Expenses | $1,191 | AdministrativeExpensesAmt |
| End Year Balance | $2,380,177 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,169,462 | BeginningYearBalanceAmt |
| Contributions | $92,063 | ContributionsAmt |
| Investment Earnings Or Losses | $36,377 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,413 | AdministrativeExpensesAmt |
| End Year Balance | $2,295,489 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,623,124 | BeginningYearBalanceAmt |
| Contributions | $2,078,142 | ContributionsAmt |
| Investment Earnings Or Losses | $236,272 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,768,076 | OtherExpendituresAmt |
| End Year Balance | $2,169,462 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62870 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37130 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,803,620 | OtherCostOrOtherBasisAmt |
| Book Value | $2,803,620 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,880,537 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,512,593 | DepreciationAmt |
| Book Value | $32,367,944 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,216 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,151,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $933,198 | DepreciationAmt |
| Book Value | $217,822 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,389,386 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EARNINGS FROM PERMANENTLY RESTRICTED ENDOWMENT FUND ARE USED TO SUPPORT ONGOING OPERATIONS. |
| PART X, LINE 2: | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). AS OF JUNE 30, 2018, THE ORGANIZATION HAD NO UNRECOGNIZED TAX POSITIONS OR UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THE FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER A LA HEART | Event1Nm |
| Gross Receipts Event1 | $126,987 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $71,144 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $55,843 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $23,182 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,623 | OtherDirectExpensesEvent1Amt |
| Event2 | CABLE CAR CAROLING | Event2Nm |
| Gross Receipts Event2 | $106,624 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $70,300 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $36,324 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $13,383 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $5,000 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $9,338 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $233,611 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $141,444 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $92,167 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,383 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,182 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,961 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,526 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $36,641 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J THOMAS BRIODY | ||||||||||||||
| PRESIDENT/CEO | $375,881 | $0 | $108,750 | $0 | $0 | $0 | $5,400 | $0 | $3,346 | $0 | $493,377 | $0 | $0 | $0 |
| ROXANA BLADES | ||||||||||||||
| CFAO | $249,967 | $0 | $25,000 | $0 | $0 | $0 | $5,400 | $0 | $0 | $0 | $280,367 | $0 | $0 | $0 |
| MELISSA W BARKER | ||||||||||||||
| COO (THRU 3/18) | $191,953 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,346 | $0 | $197,299 | $0 | $0 | $0 |
| SHABANA SIEGEL | ||||||||||||||
| VP, PHILANTHROPY | $180,868 | $0 | $5,000 | $0 | $0 | $0 | $3,895 | $0 | $8,803 | $0 | $198,566 | $0 | $0 | $0 |
| DUSTIN HARPER | ||||||||||||||
| VP, STRATEGIC PARTNERSHIPS | $156,778 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $6,380 | $0 | $163,158 | $0 | $0 | $0 |
| JOAN HESTENES | ||||||||||||||
| VP, TECH SRVS & FACILITIES MGMT | $149,737 | $0 | $0 | $0 | $0 | $0 | $1,516 | $0 | $5,903 | $0 | $157,156 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BONUS PAYMENT FOR THE CEO IS BASED ON A PERFORMANCE MATRIX CONSISTING OF REVENUE AND GROWTH TARGETS. ANNUALLY, THE LEADERSHIP DEVELOPMENT AND COMPENSATION COMMITTEE OF THE IOA BOARD OF DIRECTORS MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS AFTER AN COMPREHENSIVE ASSESSMENT OF CEO PERFORMANCE BASED ON THE REVENUE AND GROWTH TARGETS CONTAINED IN THE BONUS MATRIX AND AS VERIFIED BY THE ANNUAL FINANCIAL AUDIT OF IOA. VP OF PHILANTHROPY'S BONUS IS DETERMINED BY PERFORMANCE RESULTS AGAINST FUND RAISING TARGETS WHICH ARE DETERMINED AT THE BEGINNING OF EACH BUDGET YEAR. THE RESULTS OF A BONUS ARE REPORTED TO THE BOARD OF DIRECTORS LEADERSHIP DEVELOPMENT AND COMPENSATION COMMITTEE BY THE CEO ANNUALLY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| CUSIP | 13048T3V3 | CUSIPNum |
| Bond Issued | 2017-05-31 | BondIssuedDt |
| Issue Price | $40,203,443 | IssuePriceAmt |
| Purpose | REFUNDING BOND | PurposeDesc |
| Defeased | Yes (1) | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $34,355,000 | TotalProceedsAmt |
| In Reserve Fund | $500,986 | InReserveFundAmt |
| Refunding Escrow | $36,671,613 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $753,907 | IssuanceCostsFromProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $569,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $49,968 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV ON DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CFO, FINANCE AND INVESTMENT COMMITTEE. THEY REPORT THEIR FINDINGS TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS IN PAPER OR DIGITAL FORM BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST IS IN THE CODE OF CONDUCT. THE CONFLICT OF INTEREST IS SUPPLEMENTED BY AGENCY AND PROGRAM POLICIES AND PROCEDURES FOR WHICH ALL IOA EMPLOYEES, BOARD OF DIRECTORS, COMMITTEE MEMBERS, VOLUNTEERS AND BUSINESS PARTNERS ARE REQUIRED TO COMPLY. MEMBERS OF THE BOARD OF DIRECTORS FILL OUT AND SIGN A FORM INDICATING WHETHER THEY HAVE POTENTIAL CONFLICTS. THESE FORMS ARE KEPT ON FILE IN THE ADMINISTRATIVE OFFICE AND UPDATED ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO HAS AN EMPLOYMENT CONTRACT WITH INSTITUTE ON AGING (IOA). COMPENSATION FOR THE CEO WAS ESTABLISHED AT THE BEGINNING OF THE EMPLOYMENT CONTRACT. COMPENSATION IS REVIEWED ANNUALLY BY THE IOA BOARD OF DIRECTORS BASED ON PERFORMANCE EVALUATION PROCESS WHICH IS CONDUCTED BY THE LEADERSHIP DEVELOPMENT AND COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. IOA USES AN EXTERNAL COMPENSATION CONSULTANT TO CONDUCT AN ANNUAL MARKET ANALYSIS OF ALL EXECUTIVE POSITIONS AT IOA. CHANGES TO EXECUTIVE COMPENSATION ARE BASED ON THE ANNUAL MARKET ANALYSIS CONDUCTED BY THE EXTERNAL COMPENSATION CONSULTANT AND AN ASSESSMENT OF PERFORMANCE BETWEEN THE CEO AND THE NAMED EXECUTIVE. THIS PROCESS IS ACTIVELY MANAGED BY THE HUMAN RESOURCES DEPARTMENT WORKING WITH THE CEO AND EXECUTIVE. THE RESULTS OF ANY BASE PAY, BONUS, AND OTHER PAYMENTS ARE REPORTED TO THE BOARD OF DIRECTORS LEADERSHIP DEVELOPMENT AND COMPENSATION COMMITTEE BY THE CEO ANNUALLY. THE PROCESS WAS CONTEMPORANEOUSLY DOCUMENTED AND WAS LAST COMPLETED IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE ON AGING - SOUTHERN CALIFORNIA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 GEARY BOULEVARD | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823779224 | EIN |
| Primary Activities | CASE MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $948,292 | TotalIncomeAmt |
| End Of Year Assets | $683,673 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE ON AGING | BusinessNameLine1Txt |