Charity Impact Media

Home › Human services

Institute on Aging

San Francisco, CA · EIN 94-2978977 · 501(c)(3) · Publicly supported organization (170(b)(1)(A)(vi))
Latest filing: Form 990 for the fiscal year ending June 30, 2025 (tax year 2024) · View the filing · Correct or respond

Institute on Aging reported $100.0 million in revenue and $96.9 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $82.76 went to program services, $16.66 to management and general costs and $0.58 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 69.7% of the total. Government grants made up 25.5%. The highest compensation it reported for one person was $697,555 (PRESIDENT AND CEO). 105 people received more than $100,000 in reportable compensation. Revenue rose 51% between FY2020 and FY2025. Source: Form 990, FY2025.

Where $100 of spending went

The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $97M

For context, the median across 3,614 covered human services charities: $88.27 programs, $11.52 management, $0.21 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $100M

The 990 scorecard · same measures for every charity, no grades

FY2025 filing. Median across 3,614 covered charities in this category, from their latest filings.
MeasureFY2025Median
Program services
Part IX 25(B) ÷ 25(A)
82.8%87.2%
Management & general
Part IX 25(C) ÷ 25(A)
16.7%11.4%
Fundraising
Part IX 25(D) ÷ 25(A)
0.6%0.2%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.02$0.02
Contributions & grants share of revenue
Part VIII 1h ÷ 12
29.5%20.6%
Government grants share of revenue
Part VIII 1e ÷ 12
25.5%2.4%
Program service revenue share
Part VIII 2g ÷ 12
69.7%70.8%
Highest reported compensation
Part VII-A, columns D–F
$697,555$274,992
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
0.72%1.18%
People paid over $100,000
Part VII, line 2
1056
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
1.66.9
Independent voting board members
Part VI 1a–1b
13 of 13100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

FY2025 · Form 990, Part III · the three largest programs by expense
$39M expenses · 48.6% of program spending

Community care programs - see description on schedule o community care programs includes linkages/ioa case management, community living fund (clf), home safe, pg housing, san mateo home safe, santa clara clc, and all of our calaim programs: these are all care management programs which provide assessment and coordination of services for all sorts of individuals who fit at least one of the following categories: disabled, homeless, serious mental illness, substance use disorders, skilled nursing residents, at risk of institutionalization, or those in need of assistance with activities of daily…

$22M expenses · 27.8% of program spending · revenue $28M

All-inclusive medical care (pace) - see description on schedule o all-inclusive medical care (pace) - ioa offers on lok's program of all inclusive care for elderly (pace) adults over 55. This is a custom care plan designed for each person based on their specific needs. Individuals receive the following benefits:-physical, occupational, speech, and recreational therapies-home health care and personal care-nutrition services and home delivered meals when needed-transportation and emergency medical transport-social services-primary medical and specialty care as needed (such as cardiology…

$16M expenses · 19.6% of program spending · revenue $18M

Home care - see description on schedule ohome care - for its clients to live comfortably in their own homes, especially when dealing with illness, injury, recent disability or chronic health conditions, ioa offers workable alternatives to placement in an assisted living or skilled nursing facility. Life challenges can occur at any time and any age. Ioa assists adults, young and older, with difficulties that come with traumatic injury and unexpected disability. We specialize in transitioning individuals from hospital settings into short/long-term intensive care coordination at home. Our…

$3.2M all other programs (line 4d)

Highest reported compensation

FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT AND CEO
Officer, 40.00 hrs/week
$682,677$0$14,878$697,555
CFAO
Officer, 40.00 hrs/week
$452,402$0$9,900$462,302
CPO
Highest compensated employee, 40.00 hrs/week
$327,650$0$18,626$346,276
CSO
Highest compensated employee, 32.00 hrs/week
$338,585$0$1,794$340,379
COO
Key employee, 40.00 hrs/week
$322,729$0$11,574$334,303
VP, CONTROLLER
Highest compensated employee, 40.00 hrs/week
$251,345$0$12,586$263,931
VP, COMMUNITY LIVING SERVICES
Key employee, 40.00 hrs/week
$235,021$0$11,932$246,953
VP, STRATEGIC PARTNERSHIPS
Highest compensated employee, 40.00 hrs/week
$218,070$0$8,044$226,114

105 people received more than $100,000 in reportable compensation from Institute on Aging (Part VII, line 2). Compensation of current officers, directors and key employees totaled $2.1M (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$50M$100M$150M$200MFY2020FY2021FY2022FY2023FY2024FY2025$100M$97M
FilingRevenueExpensesProgramsNet assetsTop pay
FY2025 ⓘ$100M$97M82.8%$13M$697,555
FY2024 ⓘ$93M$91M82.1%$9.7M$683,605
FY2023 ⓘ$78M$76M84.2%$6.8M$698,002
FY2022 ⓘ$68M$67M84.5%$5.1M$489,238
FY2021 ⓘ$67M$66M83.8%$4.4M$611,712
FY2020 ⓘ$66M$65M80.6%$3.1M$729,083

Governance answers, as filed

FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b13 · 13 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 51,336
  • Volunteers Part I, line 678

Largest outside contractors

FY2025 · Form 990, Part VII, Section B · businesses only
SECURE TRANSPORTATION COMPANY INC
Transportation
$1,823,952
INTELLIGENT TECHNICAL SOLUTIONS LLC
It consulting & support
$1,443,115
JULIET M PACALDO DBA PACALDO LLC
Residential care facility
$1,401,531
HOPKINS MANOR CORP
Residential care facility
$1,340,784
NUTRITION SOLUTIONS LLC
Catering services
$688,891

Individuals listed as contractors are left out. 47 contractors were paid more than $100,000 in all.

Private foundation grants it received

9 private foundations reported grants to Institute on Aging totaling $43,094 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Institute on Aging's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Institute on Aging, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All human services charities · Largest charities in California

Questions people ask

How much of Institute on Aging's spending goes to programs?

In the fiscal year ending June 30, 2025, Institute on Aging reported that 82.8% of its $96.9 million in expenses went to program services, 16.7% to management and general and 0.6% to fundraising (Form 990, Part IX).

How much does Institute on Aging pay its top executive?

The largest total compensation Institute on Aging reported for one person in the fiscal year ending June 30, 2025 was $697,555, for the role of PRESIDENT AND CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Institute on Aging get its money?

Of $100.0 million in revenue in the fiscal year ending June 30, 2025, 29.5% came from contributions and grants (including 25.5% from government grants) and 69.7% from program service revenue (Form 990, Part VIII).

Is Institute on Aging a registered charity?

The IRS lists EIN 94-2978977 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202641219349301659 · read the filing
  • FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202501229349300640 · read the filing
  • FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202401149349301780 · read the filing
  • FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202321229349301737 · read the filing
  • FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202211369349306211 · read the filing
  • FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202131349349306648 · read the filing

All filings for EIN 94-2978977: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.