2012-03-01T09:10:33-08:00 2011-06-30 Good & Fowler LLP 262 Grand Avenue South San Francisco CA 94080 990 2010-07-01 942978977 INSTITUTE ON AGING INST 4157504111 3575 GEARY BOULEVARD SAN FRANCISCO CA 94118 KEN DONNELLY 2012-02-23 BRUCE J WRIGHT 6508727600 2010 2016-02-24 21:20:13Z X 43281973 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. 24 24 546 97 0 10963257 8393457 20711457 20249854 -1864 621095 105859 184927 31778709 29449333 0 0 17552115 17541740 0 656932 13159276 15082266 30711391 32624006 1067318 -3174673 62244791 60039082 47887288 47980405 14357503 12058677 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 12475582 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. 3987130 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. 3412776 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. 6817222 26692710 true true false false false false false false false true true false false true true 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 68 0 true 546 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 24 24 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 VICTORIA STONE 5.00 X 0 0 0 SUZANNE M HARRIS 40.00 X 105799 0 8340 ROBERT L SOCKOLOV 1.00 X 0 0 0 RICHARD KUCHEN 1.00 X 0 0 0 NURIT ROBINSON 1.00 X 0 0 0 MERYL BROD PHD 1.00 X 0 0 0 MARGERY D ANSON 1.00 X 0 0 0 LYNN BRINTON 5.00 X 0 0 0 LAWRENCE Z FEIGENBAUM MD 1.00 X 0 0 0 KEN DONNELLY 40.00 X 168397 0 8278 KADAMBARI A PAREKH 1.00 X 0 0 0 JOHN SEDLANDER 40.00 X 102337 0 0 JOAN LEVISON 5.00 X 0 0 0 JAMES DAVIS MD 1.00 X 0 0 0 IRWIN J GIBBS 5.00 X 0 0 0 IRENE DIETZ 5.00 X 0 0 0 ERIC WEISS 40.00 X 109244 0 0 DONALD L SEITAS 5.00 X 0 0 0 DIMITAR ZAPRIANOV 40.00 X 110799 0 8340 DAVID WERDEGAR 40.00 X 200970 0 3389 CYNTHIA DIANA WHITEHEAD 5.00 X X 0 0 0 CLARE MURPHY 1.00 X 0 0 0 CINDY KAUFFMAN 40.00 X 118327 0 8499 CHERYL JACKSON 40.00 X 102279 0 0 C SETH LANDEFELD MD 5.00 X 0 0 0 BOONE CALLAWAY 5.00 X 0 0 0 BING SHEN 5.00 X 0 0 0 BELVA DAVIS 1.00 X 0 0 0 BARBARA SCHRAEGER 5.00 X X 0 0 0 ANTHONY G WAGNER 5.00 X X 0 0 0 AMY W ZELLERBACH 1.00 X 0 0 0 AARON COOPERBAND 5.00 X 0 0 0 1018152 36846 8 true true false 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 3 7484303 909154 8393457 PATIENT SERVICE FEES 20249854 20249854 20249854 585460 585460 0 0 0 13833778 13798143 35635 35635 35635 129005 34497 94508 94508 0 0 OTHER REVENUE 90419 90419 90419 29449333 20375908 679968 0 0 0 0 381034 210098 170936 0 13602742 12028512 1310625 263605 56516 47271 7180 2065 2314552 2141570 123434 49548 1186896 1033946 115151 37799 0 280334 1182 279152 52000 52000 0 0 56099 3826 52273 5196841 5017953 178888 289530 37933 182711 68886 1759247 1447847 285691 25709 0 0 1679287 1599883 77049 2355 1134993 1129019 4005 1969 0 20245 7982 11669 594 2041102 1938 2039164 0 737098 160416 576298 384 227063 100 226963 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 0 489553 -489553 32624006 26692710 5274364 656932 394905 370630 67342 25106 3095600 1561237 1023159 940763 0 0 0 0 408015 384932 48379567 3342253 3124681 45037314 8436798 8027192 0 0 0 45694291 3691908 62244791 60039082 4283262 3617504 1024026 1157901 1200000 1900000 41380000 41305000 47887288 47980405 X 2306405 6848654 7998102 1157027 4052996 4052996 14357503 12058677 62244791 60039082 X -3174673 875847 X false true true X true true X 7265912 9711718 10749717 10963257 8393457 47084061 0 0 7265912 9711718 10749717 10963257 8393457 47084061 579648 46504413 198312 960492 142310 -1864 621095 1920345 0 0 49004406 0.94900 0.95060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4052996 636000 636000 4052996 4052996 242000 242000 4052996 1.00000 false false false 2803620 2803620 41982580 524782 41457798 2464464 2430411 34053 1128903 387060 741843 45037314 TRUSTEE ACCOUNTS RELATED TO BONDS 3640645 DEPOSITS 51263 CONSTRUCTION IN PROGRESS 3691908 BONDS PAYABLE 41305000 41305000 29449333 32624006 -3174673 875847 875847 -2298826 30519677 875847 160000 34497 1070344 29449333 29449333 32818503 160000 34497 194497 32624006 32624006 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. false DINNER ALA HEART 129005 129005 25605 8892 129005 129005 25605 8892 34497 94508 X true true X false false false false false false false false false false KEN DONNELLY 168397 8278 176675 ERIC WEISS 109244 109244 DAVID WERDEGAR 200970 3389 204359 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 3640645 2282235 30697120 false false false true 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.