2013-05-10T13:39:36-07:00 2012-06-30 Good & Fowler LLP 262 Grand Avenue South San Francisco CA 94080 990 2011-07-01 942978977 INSTITUTE ON AGING INST 4157504111 3575 GEARY BOULEVARD SAN FRANCISCO CA 94118 J THOMAS BRIODY 2013-05-09 true BRUCE J WRIGHT 6508727600 2011 2016-02-24 21:20:13Z ANTHONY G WAGNER 3575 GEARY BLVD SAN FRANCISCO CA 94118 32699391 false false X www.ioaging.org X 1985 CA 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. 23 23 527 135 0 8393457 7428883 20249854 20960459 621095 249034 184927 93202 29449333 28731578 0 0 17541740 18039012 0 447332 15082266 14799108 32624006 32838120 -3174673 -4106542 60039082 57312044 47980405 50082284 12058677 7229760 X 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. 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. false false 13115236 ALL-INCLUSIVE MEDICAL CARE (PACE) - IOA offers On Lok's Program of All-Inclusive Care for Elderly (PACE) for 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 care IOA'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. 4449782 HOME 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 2011-12, IOA provided over 152,000 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. 3733665 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 2011-12 was 150 clients; the number of unduplicated clients was 215.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. 4312354 25611037 true true false false false false false false false true true false false true false false true false false false false false false false true false false false false true true false true false false false false false false false false false false false false false false false false false false true 140 0 true 527 true false false false false false false false false false false false 0 false false false false false false false false false false false X 23 23 false false false false false false false true true false false false true true true true false true true true false false CA X X JOHN SEDLANDER 4157504180 3575 GEARY BOULEVARD SAN FRANCISCO CA 94118 X AMY W ZELLERBACH 5.00 X 0 0 0 VICTORIA STONE 5.00 X 0 0 0 ROBERT L SOCKOLOV 5.00 X 0 0 0 BING SHEN 5.00 X 0 0 0 DONALD L SEITAS 5.00 X 0 0 0 NURIT ROBINSON 5.00 X 0 0 0 KADAMBARI ABHAY PAREKH 5.00 X 0 0 0 CLARE MURPHY 5.00 X 0 0 0 JOAN LEVISON 5.00 X 0 0 0 SETH LANDEFELD MD 5.00 X 0 0 0 RICHARD KUCHEN 5.00 X 0 0 0 IRWIN J GIBBS 5.00 X 0 0 0 LAWRENCE Z FEIGENBAUM MD 5.00 X 0 0 0 IRENE DIETZ 5.00 X 0 0 0 JAMES DAVIS MD 5.00 X 0 0 0 BELVA DAVIS 5.00 X 0 0 0 AARON COOPERBAND 5.00 X 0 0 0 BOONE CALLAWAY 5.00 X 0 0 0 MERYL BROD PHD 5.00 X 0 0 0 LYNN BRINTON 5.00 X 0 0 0 CYNTHIA DIANA WHITEHEAD 5.00 X X 0 0 0 BARBARA SCHRAEGER 5.00 X X 0 0 0 ANTHONY G WAGNER 5.00 X X 0 0 0 KEN DONNELLY 40.00 X 181662 0 8340 DR DAVID WERDEGAR 40.00 X 142678 0 0 J THOMAS BRIODY 40.00 X 134753 0 2780 CINDY KAUFFMAN 40.00 X 123257 0 8340 DIMITAR ZAPRIANOV 40.00 X 110207 0 8340 JOHN SEDLANDER 40.00 X 107184 0 8340 SUZANNE HARRIS 40.00 X 105799 0 8340 CHERYL JACKSON 40.00 X 107206 0 8340 1012746 52820 8 false true false WITT KIEFER 1900 POWELL STREET EMERYVILLE CA 94608 RECRUITER 116537 WILLIE MAYS 51 MT VERNON LANE ATHERTON CA 94027 PUBLICITY 134357 SECURE TRANSPORTATION 13111 MEYER RD WHITTER CA 90605 TRANSPORTATION 655984 LITTLER MENDELSON 650 CALIFORNIA STREET SAN FRANCISCO CA 94108 LEGAL SERVICES 467759 4 109070 6698486 621327 7428883 PATIENT SERVICE FEES 20960459 20960459 20960459 409657 409657 0 0 0 3754343 3914966 -160623 -160623 -160623 66460 109070 52847 13613 13613 0 0 OTHER REVENUE 79589 79589 79589 28731578 20879425 423270 0 0 0 0 470213 470213 0 13359611 11787239 1529288 43084 202744 168529 33804 411 2800332 2548232 241083 11017 1206112 1030214 172079 3819 0 524064 1211 522853 73000 73000 0 0 41375 41375 1442118 883308 282810 276000 279924 56100 155058 68766 1577004 1357348 194995 24661 0 0 1316623 1534889 -219808 1542 1057484 1017790 39694 0 11566 4670 6865 31 2348946 1658 2347288 0 1208527 110058 1098085 384 256015 100 255915 SPECIAL EVENTS 53694 38092 2518 13084 PROFESSIONAL TRAINING 62939 21871 41068 WAIVED AND SPECIAL SERVICES 1487396 1487396 BOARD AND CARE/SKILLED NURSING 3046281 3046281 12152 516051 -508432 4533 32838120 25611037 6779751 447332 370630 252827 25106 59238 1561237 399680 940763 1701969 0 0 0 0 384932 235109 48362435 4550781 45037314 43811654 8027192 6613418 0 0 0 3691908 4238149 60039082 57312044 3617504 3709336 1157901 1542948 41305000 41230000 1900000 3600000 47980405 50082284 X 6848654 2360770 1157027 3815994 4052996 1052996 12058677 7229760 60039082 57312044 X -4106542 -722375 X false true true X true true X 9711718 10749717 10963257 8393457 7442495 47260644 0 0 9711718 10749717 10963257 8393457 7442495 47260644 561464 46699180 960492 142310 -1864 621095 249034 1971067 0 0 49231711 0.94860 0.94900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4052996 143250 3143250 1052996 4052996 636000 636000 4052996 4052996 242000 242000 4052996 1.00000 false false false 2803620 2803620 41965448 1573477 40391971 2464464 2444033 20431 1128903 533271 595632 43811654 TRUSTEE ACCOUNTS RELATED TO BONDS 4197476 DEPOSITS 40673 4238149 28731578 32838120 -4106542 -178135 -544240 -722375 -4828917 28713443 -178135 160000 -18135 28731578 28731578 32998120 160000 160000 32838120 32838120 Part XI, Line 8 Part XI, Line 8: Other Changes in Net Assets or Fund Balances TRANSFER OF NET ASSETS TO BAY AREA JEWISH HEALING CENTER $ -544240 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. EARNINGS FROM PERMANENTLY RESTRICTED ENDOWMENT FUNDS ARE USED TO SUPPORT ONGOING OPERATIONS. false DINNER ALA HEART 175530 109070 66460 28598 24249 175530 109070 66460 28598 24249 52847 13613 X true true X false false false false false false false false false false KEN DONNELLY 181662 8340 190002 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. A PARSONAGE ALLOWANCE IS PROVIDED TO FOUR RABBIS WHO ARE EMPLOYEES OF IOA. THE ALLOWANCE IS INCLUDED IN THEIR COMPENSATION ON FORM W-2. ABAG FINANCE AUTHORITY 943130123 00037KBM3 2008-08-28 36620000 FINANCE CONSTRUCTION true false 36620000 4197476 2282235 30140289 false false false true X Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees THE BOARD OF DIRECTORS SETS THE INITIAL SALARY OF IOA'S PRESIDENT. OTHER TOP MANAGEMENT AND KEY EMPLOYEES' SALARIES ARE DETERMINED, IN CONJUNCTION WITH THE HUMAN RESOURCES DEPARTMENT, ON A CASE-BY-CASE BASIS. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts 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, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process THE FORM 990 IS REVIEWED BY THE CFO AND THE AUDIT COMMITTEE FOR ERRORS BEFORE IT IS FILED. A COPY IS PROVIDED TO THE BOARD OF DIRECTORS. Form 990, Part III, Line 4d Form 990, Part III, Line 4d : Other Program Services Description OTHER PROGRAM SERVICES 4: 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 2011-12 was 150 clients; the number of unduplicated clients was 215.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. OTHER PROGRAM SERVICES 5: OTHER PROGRAMS (NET OF IN-KIND SERVICES $160,000) - 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 Abuse OTHER PROGRAM SERVICES 6: HOME 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 2011-12, IOA provided over 152,000 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.