INSTITUTE ON AGING: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE ON AGING (EIN 94-2978977)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201200619349301675
- Schema version
- 2010v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T09:10:33-08:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Good & Fowler LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 262 Grand Avenue | AddressLine1 |
| City | South San Francisco | City |
| State | CA | State |
| ZIP Code | 94080 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942978977 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE ON AGING | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INST | NameControl |
| Phone | 4157504111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 GEARY BOULEVARD | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEN DONNELLY | Name |
| Title | EXEC VICE PRESIDENT | Title |
| Date Signed | 2012-02-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE J WRIGHT | Name |
| Phone | 6508727600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Gross Receipts | 43281973 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ioaging.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 546 | TotalNbrEmployees |
| Total Nbr Volunteers | 97 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 10963257 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8393457 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 20711457 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20249854 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1864 | InvestmentIncomePriorYear |
| Investment Income Current Year | 621095 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 105859 | OtherRevenuePriorYear |
| Other Revenue Current Year | 184927 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 31778709 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29449333 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17552115 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17541740 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 656932 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13159276 | OtherExpensePriorYear |
| Other Expenses Current Year | 15082266 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 30711391 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32624006 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1067318 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3174673 | RevenuesLessExpensesCY |
| Total Assets BOY | 62244791 | TotalAssetsBOY |
| Total Assets EOY | 60039082 | TotalAssetsEOY |
| Total Liabilities BOY | 47887288 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 47980405 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14357503 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12058677 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 12475582 | Expense |
| Description | SENIOR HEALTH - PACE: Program of All-Inclusive Care for the Elderly: The Program of All-Inclusive Care for the Elderly (PACE) is a national program that provides health care and in-home services for frail older adults, helping participants to remain as independent as possible and avoid placement in a skilled nursing facility. PACE is a complete health plan, providing a full range of services including primary, specialty and emergency medical care; adult day care; transportation; prescription drugs; physical and occupational therapies; in-home care; and personal care; support groups, and education for family caregivers. All doctors, nurses, and health professionals are provided through the plan, and services are integrated and conveniently delivered on-site through the day program. IOA manages two PACE sites in San Francisco through OnLok Lifeways. Average enrollment for the PACE program in 2010-11 was 219 clients. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3987130 | Expense |
| Description | OLDER ADULTS CARE MANAGEMENT - Older Adults Care Management (OACM) is a licensed home health agency providing the highest quality of home care, personal care assistance, care management, and consultation. We offer counseling to construct a care plan suited to your needs, and individual matching of skilled and reliable home care aides. Each of our caregivers is rigorously screened, bonded and insured, supervised by a licensed nurse, and continually trained so you receive the very best care. We handle all scheduling, ensuring caregivers are always fresh and attentive with no gap in your service. Our aides are well-paid and receive benefits, fostering low turnover and high satisfaction. OACM brings you the peace of mind that comes with knowing your needs are being respectfully and consistently met.What Sets OACM Apart?-State-licensed home health agency, exceeding rigorous standards as a provider of both medical and non-medical care -All care is supervised by a licensed nurse at no additional charge -Supervision by a licensed psychologist or licensed clinical social worker available as needed -Specialized and dignified dementia care; aides are trained in "person-centered" care by the Alzheimer's Association -As a non-profit, we keep overhead low and put profits back into educating our staff and providing resources to the community -As a program of Institute on Aging (IOA), OACM clients have access to comprehensive services including multi-disciplinary assessments, neuropsychological services, money management, counseling, and family support -OACM and IOA are known region-wide for our exemplary, experienced care management services Home Care & Personal Assistance Services Include:-Hygiene assistance -Meal planning and preparation -Medication monitoring -Specialized dementia care -Wheelchair transfers -Laundry and light housekeeping -Companionship and interaction to minimize isolation -Errands, and escorted travel -Transportation -Bookkeeping, including bill paying, budgeting, cash management, reconciling bank statements, organizing papers, compiling end-of year tax information, and filing medical claims -Respite or temporary support -Supportive services for residents in assisted living, skilled nursing, and acute care facilities Care Management Services:-Full assessment of a client's needs and wants -Individualized plans to meet those needs -Medical care coordination and accompaniment to medical appointments -Evaluation of the home to ensure it is well-maintained and safe -Arrangement of services such as home care, housekeeping, transportation, and meals -Medication management -Crisis support and counseling -Long-term care planning assistance -Family consultation, education, and referral information -A caring professional as eyes and ears for long-distance loved ones OACM is available to all adults who desire care in their home. In 2010-11, OACM provided over 152,000 hours of direct, in-home services to seniors. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3412776 | Expense |
| Description | 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 -Emergency help with problems such as abuse or eviction notices 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 2020-11 was 160 clients. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6817222 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 26692710 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | true | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 68 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 546 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN SEDLANDER | NamePerson |
| Telephone Number | 4157504180 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3575 GEARY BOULEVARD | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94118 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | Key EmployeeKeyEmployee | FormerFormer | OfficerOfficer |
|---|---|---|---|---|---|---|---|---|---|
| VICTORIA STONE | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| SUZANNE M HARRIS | |||||||||
| Director of HR | 40.00 | 105799 | 0 | 8340 | X | ||||
| ROBERT L SOCKOLOV | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| RICHARD KUCHEN | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| NURIT ROBINSON | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MERYL BROD PHD | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| MARGERY D ANSON | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| LYNN BRINTON | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| LAWRENCE Z FEIGENBAUM MD | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| KEN DONNELLY | |||||||||
| Exec Vice Pres | 40.00 | 168397 | 0 | 8278 | X | ||||
| KADAMBARI A PAREKH | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| JOHN SEDLANDER | |||||||||
| CFO | 40.00 | 102337 | 0 | 0 | X | ||||
| JOAN LEVISON | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| JAMES DAVIS MD | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| IRWIN J GIBBS | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| IRENE DIETZ | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| ERIC WEISS | |||||||||
| DIR HEALING CTR | 40.00 | 109244 | 0 | 0 | X | ||||
| DONALD L SEITAS | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| DIMITAR ZAPRIANOV | |||||||||
| DIRECTOR OF IT | 40.00 | 110799 | 0 | 8340 | X | ||||
| DAVID WERDEGAR | |||||||||
| President | 40.00 | 200970 | 0 | 3389 | X | ||||
| CYNTHIA DIANA WHITEHEAD | |||||||||
| TREAS/SECRETARY | 5.00 | X | 0 | 0 | 0 | X | |||
| CLARE MURPHY | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| CINDY KAUFFMAN | |||||||||
| VP OF OPERATIONS | 40.00 | 118327 | 0 | 8499 | X | ||||
| CHERYL JACKSON | |||||||||
| DIRECTOR OACM | 40.00 | 102279 | 0 | 0 | X | ||||
| C SETH LANDEFELD MD | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| BOONE CALLAWAY | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| BING SHEN | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| BELVA DAVIS | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| BARBARA SCHRAEGER | |||||||||
| VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| ANTHONY G WAGNER | |||||||||
| CHAIR | 5.00 | X | 0 | 0 | 0 | X | |||
| AMY W ZELLERBACH | |||||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | ||||
| AARON COOPERBAND | |||||||||
| MEMBER | 5.00 | X | 0 | 0 | 0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1018152 | TotalReportableCompFromOrg |
| Total Other Compensation | 36846 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Willie Mays | |||||
| 51 Mt Vernon Lane | Atherton | CA | 94027 | publicity | 138814 |
| Victorian Manor | |||||
| 1444 McAllister St | SAN FRANCISCO | CA | 94115 | housing for clients | 206917 |
| Littler Mendelson | |||||
| 650 California St | SAN FRANCISCO | CA | 94108 | legal services | 205275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Government Grants | 7484303 | GovernmentGrants |
| All Other Contributions | 909154 | AllOtherContributions |
| Total Contributions | 8393457 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT SERVICE FEES | Description |
| Total Revenue Column | 20249854 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20249854 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20249854 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 585460 | TotalRevenueColumn |
| Exclusion | $585,460 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13833778 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13798143 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35635 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35635 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35635 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 129005 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 34497 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94508 | TotalRevenueColumn |
| Exclusion | $94,508 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Total Revenue Column | 90419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90419 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 90419 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29449333 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20375908 | RelatedOrExemptFunctionIncome |
| Exclusion | $679,968 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381034 | Total |
| Management And General | 210098 | ManagementAndGeneral |
| Fundraising | 170936 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13602742 | Total |
| Program Services | 12028512 | ProgramServices |
| Management And General | 1310625 | ManagementAndGeneral |
| Fundraising | 263605 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56516 | Total |
| Program Services | 47271 | ProgramServices |
| Management And General | 7180 | ManagementAndGeneral |
| Fundraising | 2065 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2314552 | Total |
| Program Services | 2141570 | ProgramServices |
| Management And General | 123434 | ManagementAndGeneral |
| Fundraising | 49548 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1186896 | Total |
| Program Services | 1033946 | ProgramServices |
| Management And General | 115151 | ManagementAndGeneral |
| Fundraising | 37799 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280334 | Total |
| Program Services | 1182 | ProgramServices |
| Management And General | 279152 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52000 | Total |
| Management And General | 52000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56099 | Total |
| Program Services | 3826 | ProgramServices |
| Management And General | 52273 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5196841 | Total |
| Program Services | 5017953 | ProgramServices |
| Management And General | 178888 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 289530 | Total |
| Program Services | 37933 | ProgramServices |
| Management And General | 182711 | ManagementAndGeneral |
| Fundraising | 68886 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1759247 | Total |
| Program Services | 1447847 | ProgramServices |
| Management And General | 285691 | ManagementAndGeneral |
| Fundraising | 25709 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1679287 | Total |
| Program Services | 1599883 | ProgramServices |
| Management And General | 77049 | ManagementAndGeneral |
| Fundraising | 2355 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1134993 | Total |
| Program Services | 1129019 | ProgramServices |
| Management And General | 4005 | ManagementAndGeneral |
| Fundraising | 1969 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20245 | Total |
| Program Services | 7982 | ProgramServices |
| Management And General | 11669 | ManagementAndGeneral |
| Fundraising | 594 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2041102 | Total |
| Program Services | 1938 | ProgramServices |
| Management And General | 2039164 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 737098 | Total |
| Program Services | 160416 | ProgramServices |
| Management And General | 576298 | ManagementAndGeneral |
| Fundraising | 384 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227063 | Total |
| Program Services | 100 | ProgramServices |
| Management And General | 226963 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| WAIVED AND SPECIAL SERVICES | 1462819 | 1462819 | ||
| SPECIAL EVENTS | 86673 | 49368 | 9233 | 28072 |
| PROFESSIONAL TRAINING | 47353 | 25020 | 22333 | |
| DIRECT MAIL CAMPAIGN | 6782 | 1772 | 5010 | |
| BAD DEBTS | 4800 | 4800 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 489553 | ProgramServices |
| Management And General | -489553 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32624006 | Total |
| Program Services | 26692710 | ProgramServices |
| Management And General | 5274364 | ManagementAndGeneral |
| Fundraising | 656932 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394905 | BOY |
| EOY | 370630 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67342 | BOY |
| EOY | 25106 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3095600 | BOY |
| EOY | 1561237 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1023159 | BOY |
| EOY | 940763 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408015 | BOY |
| EOY | 384932 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 48379567 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3342253 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3124681 | BOY |
| EOY | 45037314 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8436798 | BOY |
| EOY | 8027192 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45694291 | BOY |
| EOY | 3691908 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62244791 | BOY |
| EOY | 60039082 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4283262 | BOY |
| EOY | 3617504 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1024026 | BOY |
| EOY | 1157901 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1200000 | BOY |
| EOY | 1900000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41380000 | BOY |
| EOY | 41305000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47887288 | BOY |
| EOY | 47980405 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2306405 | BOY |
| EOY | 6848654 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7998102 | BOY |
| EOY | 1157027 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4052996 | BOY |
| EOY | 4052996 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14357503 | BOY |
| EOY | 12058677 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62244791 | BOY |
| EOY | 60039082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3174673 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 875847 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7265912 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9711718 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10749717 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10963257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8393457 | CurrentTaxYear |
| Total | 47084061 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7265912 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9711718 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10749717 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10963257 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8393457 | CurrentTaxYear |
| Total | 47084061 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 579648 | AmountsSubstContributorsTotal |
| Public Support Total170 | 46504413 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 198312 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 960492 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142310 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -1864 | CurrentTaxYearMinus1Year |
| Current Tax Year | 621095 | CurrentTaxYear |
| Total | 1920345 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 49004406 | TotalSupport |
| Public Support Pertcentage170 | 0.94900 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.95060 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4052996 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 636000 | InvestmentEarningsOrLosses |
| Other Expenditures | 636000 | OtherExpenditures |
| End Of Year Balance | 4052996 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4052996 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 242000 | InvestmentEarningsOrLosses |
| Other Expenditures | 242000 | OtherExpenditures |
| End Of Year Balance | 4052996 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2803620 | OtherCostOrOtherBasis |
| Book Value | 2803620 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 41982580 | OtherCostOrOtherBasis |
| Depreciation | 524782 | Depreciation |
| Book Value | 41457798 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2464464 | OtherCostOrOtherBasis |
| Depreciation | 2430411 | Depreciation |
| Book Value | 34053 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1128903 | OtherCostOrOtherBasis |
| Depreciation | 387060 | Depreciation |
| Book Value | 741843 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 45037314 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| TRUSTEE ACCOUNTS RELATED TO BONDS | 3640645 |
| DEPOSITS | 51263 |
| CONSTRUCTION IN PROGRESS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3691908 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BONDS PAYABLE | Description |
| Amount | $41,305,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 41305000 | TotalOfAmounts |
| Total Revenue | 29449333 | TotalRevenue |
| Total Expenses | 32624006 | TotalExpenses |
| Excess Or Deficit For Year | -3174673 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 875847 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 875847 | TotalAdjustments |
| Excess Or Deficit Per FS | -2298826 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30519677 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 875847 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 160000 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 34497 | OtherRevenues |
| Revenue Not Rptd F990 | 1070344 | RevenueNotRptdF990 |
| Revenue Subtotal | 29449333 | RevenueSubtotal |
| Total Revenue Per Form990 | 29449333 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32818503 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 160000 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 34497 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 194497 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32624006 | ExpensesSubtotal |
| Total Expenses Per Form990 | 32624006 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | SPECIAL EVENTS EXPENSES $34497 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | SPECIAL EVENTS EXPENSES $34497 |
| 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER ALA HEART | NameOfEvent1 |
| Gross Receipts Event1 | 129005 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 129005 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 25605 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 8892 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 129005 | GrossReceiptsTotal |
| Gross Revenue Total Events | 129005 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 25605 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 8892 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 34497 | DirectExpenseSummaryEvents |
| Net Income Summary | 94508 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|
| KEN DONNELLY | ||
| 168397 | 8278 | 176675 |
| ERIC WEISS | ||
| 109244 | 109244 | |
| DAVID WERDEGAR | ||
| 200970 | 3389 | 204359 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
| Explanation | A PARSONAGE ALLOWANCE IS PROVIDED TO FOUR RABBIS WHO ARE EMPLOYEES OF IOA. THE ALLOWANCE IS INCLUDED IN THEIR COMPENSATION ON FORM W-2. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABAG FINANCE AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 943130123 | IssuerEIN |
| CUSIP Number | 00037KBM3 | CUSIPNumber |
| Date Issued | 2008-08-28 | DateIssued |
| Issue Price | 36620000 | IssuePrice |
| Description Of Purpose | FINANCE CONSTRUCTION | DescriptionOfPurpose |
| Defeased | true | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 36620000 | TotalProceeds |
| Amount In Reserve Fund | 3640645 | AmountInReserveFund |
| Issuance Costs From Proceeds | 2282235 | IssuanceCostsFromProceeds |
| Capital Expenditures | 30697120 | CapitalExpenditures |
| Current Refunding | false | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Final Allocation Made | false | FinalAllocationMade |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 -Emergency help with problems such as abuse or eviction notices 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 2020-11 was 160 clients. OTHER PROGRAM SERVICES 5: OTHER PROGRAMS (NET OF IN-KIND SERVICES $160,000) - Other Programs of the Institute on Aging include:-Irene Swindells Day Program for Adult Day Services serves seniors with Alzheimer's Disease and other memory loss.-The Center for Youth and Elders in the Arts provides specialized visual and performing arts programming tailored to the Bay Area older adult population. -IOA's Assessment Service provides a thorough, multi-disciplinary assessment, carefully considering each patient's interests, needs, and challenges from not only the medical, but also the psychological and social perspectives. -The Psychology program provides counseling for older adults and their family caregivers, and also group counseling and support groups for chronic illness, memory loss, grief and loss, or victims of elder abuse -IOA's Consortium for Elder Abuse Prevention is a multi-disciplinary collaboration in elder abuse prevention. IOA coordinates the efforts of over 50 public and private agencies serving seniors and adults with disabilities.-Support Services for Elders (SSE) provides care coordination, household management, personal support, bookkeeping, and other assistance to help protect the financial affairs of aging adults. -The Center for Elderly Suicide Prevention (CESP) focuses specifically on the needs of older adults, providing connection, compassionate counseling, assessment, and crisis intervention. This includes a 24-7 telephone call-in line.-The Bay Area Jewish Healing Center (BAJHC) is dedicated to providing Jewish spiritual care to those living with illness, to those caring for the ill, and to the bereaved through direct service, education and training, and information and referral.The Institute on Aging Research Center - founded in 1988, links the research, clinical, and health service experts of Institute on Aging and the University of California, San Francisco. This partnership of academic excellence with clinical and research expertise creates the foundation for interdisciplinary applied research in health care, community-based participatory research, and program evaluation. IOA emphasizes conducting research and program evaluation that can be directly translated into improving the day-to-day lives of older adults. This approach, combined with the expertise and experience of our faculty, provides a unique contribution to the community. OTHER PROGRAM SERVICES 6: OLDER ADULTS CARE MANAGEMENT - Older Adults Care Management (OACM) is a licensed home health agency providing the highest quality of home care, personal care assistance, care management, and consultation. We offer counseling to construct a care plan suited to your needs, and individual matching of skilled and reliable home care aides. Each of our caregivers is rigorously screened, bonded and insured, supervised by a licensed nurse, and continually trained so you receive the very best care. We handle all scheduling, ensuring caregivers are always fresh and attentive with no gap in your service. Our aides are well-paid and receive benefits, fostering low turnover and high satisfaction. OACM brings you the peace of mind that comes with knowing your needs are being respectfully and consistently met.What Sets OACM Apart?-State-licensed home health agency, exceeding rigorous standards as a provider of both medical and non-medical care -All care is supervised by a licensed nurse at no additional charge -Supervision by a licensed psychologist or licensed clinical social worker available as needed -Specialized and dignified dementia care; aides are trained in "person-centered" care by the Alzheimer's Association -As a non-profit, we keep overhead low and put profits back into educating our staff and providing resources to the community -As a program of Institute on Aging (IOA), OACM clients have access to comprehensive services including multi-disciplinary assessments, neuropsychological services, money management, counseling, and family support -OACM and IOA are known region-wide for our exemplary, experienced care management services Home Care & Personal Assistance Services Include:-Hygiene assistance -Meal planning and preparation -Medication monitoring -Specialized dementia care -Wheelchair transfers -Laundry and light housekeeping -Companionship and interaction to minimize isolation -Errands, and escorted travel -Transportation -Bookkeeping, including bill paying, budgeting, cash management, reconciling bank statements, organizing papers, compiling end-of year tax information, and filing medical claims -Respite or temporary support -Supportive services for residents in assisted living, skilled nursing, and acute care facilities Care Management Services:-Full assessment of a client's needs and wants -Individualized plans to meet those needs -Medical care coordination and accompaniment to medical appointments -Evaluation of the home to ensure it is well-maintained and safe -Arrangement of services such as home care, housekeeping, transportation, and meals -Medication management -Crisis support and counseling -Long-term care planning assistance -Family consultation, education, and referral information -A caring professional as eyes and ears for long-distance loved ones OACM is available to all adults who desire care in their home. In 2010-11, OACM provided over 152,000 hours of direct, in-home services to seniors. |
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