California · Nonprofit
INSTITUTE ON AGING
INSTITUTE ON AGING (California) receives grants from 78 organizations whose IRS filings report $9,637,112 to it, the largest being JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA ($1,461,958). 42 of them have funded it in more than one year.
- Revenue FY2025
- $100M
- Funders on record
- 78
- Grants received
- $9.6M
- Net assets
- $13M
What Institute on Aging does
Mission
See schedule othe mission of the Institute on Aging is to enhance the quality of life for adults as they age by enabling them to maintain their health, well being, independence and participation in the community. Ioa fulfills this mission for a diverse community by developing and providing innovative programs in health, social service, creative arts, community and professional education and research.
As stated on its FY2025 Form 990.
Programs
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 living. These individuals live in san francisco, san mateo, alameda, santa clara, riverside, or san bernardino counties. Some of these individuals are in need of short-term help which might include installing grab bars, shopping assistance, or intervening in an emergency situation. Funded in part by the department of aging and adult services, department of health care services, and the local managed medical plans. These programs all seek to provide access to needed services to enable a person to continue living independently.through these care management programs, a social worker visits a…
$38,956,146 spent49% of program spendingAll-inclusive medical care (pace) - see description on schedule o all-inclusive medical care (pace) - ioa offers on lok's program of all inclusive care for elderly (pace) adults over 55. This is a custom care plan designed for each person based on their specific needs. Individuals receive the following benefits:-physical, occupational, speech, and recreational therapies-home health care and personal care-nutrition services and home delivered meals when needed-transportation and emergency medical transport-social services-primary medical and specialty care as needed (such as cardiology, neurology)-routine preventative care such as audiology, dentistry, optometry, and podiatry-nursing care and monitoring-adult day health care-prescription drugs-acute hospital and nursing home careioa's professional staff include physicians, dentists, social workers, physical and occupational therapists. This fully integrated, all-inclusive program enables people to have many services under one umbrella. In addition to medical care, individuals engage in various social activities, exercise and receive nutritious meals while onsite.
$22,302,522 spent$28,196,192 earned by the program28% of program spendingHome care - see description on schedule ohome care - for its clients to live comfortably in their own homes, especially when dealing with illness, injury, recent disability or chronic health conditions, ioa offers workable alternatives to placement in an assisted living or skilled nursing facility. Life challenges can occur at any time and any age. Ioa assists adults, young and older, with difficulties that come with traumatic injury and unexpected disability. We specialize in transitioning individuals from hospital settings into short/long-term intensive care coordination at home. Our services include making arrangements for the necessary home modifications and assistance with accessing durable medical equipment. Services include:-professional caregivers (insured, licensed and bonded)-care coordination-coordination of benefits-dementia and alzheimer's care-medication management-memory assessments-counseling and therapy-transportation, errands and escorted travelin 2024-2025, ioa provided over 379,000 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…
$15,706,184 spent$17,598,356 earned by the program20% of program spendingOther 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…
$3,243,019 spent$23,913,498 earned by the program4% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $80,207,871.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $53M to $58M (+10%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 21% · 2018 19% · 2019 22% · 2020 24% · 2021 27% · 2022 27% · 2023 30% · 2024 31% · 2025 26%. Grants only. Government contracts and fees sit inside program revenue.
29% of INSTITUTE ON AGING’s revenue is contributions — more donation-reliant than the typical peer (17% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
J Thomas Briody
President and CEO
Board chair
Warren Browner
Chair
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2020 and FY2021, and between the FY2021 and FY2022, and between the FY2023 and FY2024 filings.
Who funds it, year by year
2017 → 2023: the base narrowed from 26 funders to 22 funders, grant income rose $883k → $1.2M.
16 of 78 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 50% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of INSTITUTE ON AGING’s funders (the co-funder graph). Top 30 of 78 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
INSTITUTE ON AGING has a broad base — no single funder exceeds 15% of grant income, and it takes 6 funders to reach half.
the vertical line marks half of all grant income — 6 funders to its left
77% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund INSTITUTE ON AGING.
Largest funder’s share by year: 2017 17% · 2018 18% · 2019 38% · 2020 30% · 2021 24% · 2022 26% · 2023 51% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
31% of INSTITUTE ON AGING's funders are still giving 3 years after their first grant; 54% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
74% of INSTITUTE ON AGING's grant income comes from California funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $4.8M arriving through sponsors registered in 9 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
INSTITUTE ON AGING runs a healthier operating margin than half of the 178 human services nonprofits its size.
this organization peer median middle 50% of peers· 178 human services nonprofits over $100M, FY2025
Organizations like INSTITUTE ON AGING
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In California
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
83% of spending goes to programs.
Governance
Public support
98%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 3 related entities
- Institute on Aging - Southern California LLC · disregarded
- Institute on Aging- Northern California LLC · disregarded
- Ioa at Home LLC · disregarded
Screen this organization
A dated, signed PDF of the compliance screen for INSTITUTE ON AGING: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds INSTITUTE ON AGING?
- INSTITUTE ON AGING (California) receives grants from 78 organizations whose IRS filings report $9,637,112 to it, the largest being JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA ($1,461,958). 42 of them have funded it in more than one year.
- How many funders does INSTITUTE ON AGING have?
- IRS filings report 78 organizations giving $9,637,112 in grants to INSTITUTE ON AGING, 42 of which have funded it in more than one year.
- Who is the largest funder of INSTITUTE ON AGING?
- JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA is the largest funder on record, with $1,461,958 in grants. The full list of funders is on this page.
- How can an organization like INSTITUTE ON AGING find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Institute on Aging →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 78 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing