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Institute On Aging

  • San Francisco, CA
  • Tax-exempt since Aug. 1986
  • EIN: 94-2978977

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$77.6M (2023)

Expenses
$76M (2023)

Total Assets
$55.7M (2023)

Total Liabilities
$48.9M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending June
2024

No Extracted Financial Data

Form 990 documents are not available for this tax period, but audit documents are available for download.

Document Links

Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,641,578
Expenses
$76,019,178
Net Income
$1,622,400
Net Assets
$6,826,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,954,957
34.7%
Program Services $50,186,020
64.6%
Investment Income $210,582
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $290,019
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,088,323
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $36,305,239
47.8%
Assets/Debt
Total Assets $55,733,650
Total Liabilities $48,907,041
Net Assets $6,826,609
Compensation
Key Employees and Officers Compensation Related Other
Tom Briody (President And Ceo) $680,725 $0 $17,277
Roxana Blades (Cfao) $375,093 $0 $9,677
Aaron Mcpherson (Coo (Thru 11/22)) $338,765 $0 $14,757
Dustin Harper (Cso) $264,607 $0 $8,464
Laurie Panian (Cpo) $256,121 $0 $11,975
Joan Hestnes (Vp, Technology Services & Facilites Mgmt.) $236,621 $0 $12,589
Virginia Lui (Vp, Controller) $216,309 $0 $17,367
Meredith Scully (Vp, Home Care And Support Services) $200,128 $0 $765
Jeannee Parker Martin (Chair) $0 $0 $0
Warren Browner (Vice Chair/Chair Elect) $0 $0 $0
H Andrew Fisher (Treasurer) $0 $0 $0
Marlene Litvak (Secretary) $0 $0 $0
Donna Benton (Director) $0 $0 $0
Lynn Brinton (Director) $0 $0 $0
E Anne Hinton (Director) $0 $0 $0
Theresa Matacia (Director) $0 $0 $0
Elizabeth Shih (Director) $0 $0 $0
Louise Walter (Director) $0 $0 $0
Cynthia Diana Whitehead (Director) $0 $0 $0
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990
Filed on April 23, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$68,010,483
Expenses
$66,958,167
Net Income
$1,052,316
Net Assets
$5,130,152
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,573,869
31.7%
Program Services $45,962,115
67.6%
Investment Income $77,483
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $21,373
0.0%
Sales of Assets $1,209
0.0%
Net Inventory Sales $0
Other Revenue $374,434
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,481,477
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $32,045,053
47.9%
Assets/Debt
Total Assets $55,163,678
Total Liabilities $50,033,526
Net Assets $5,130,152
Compensation
Key Employees and Officers Compensation Related Other
Tom Briody (President And Ceo) $454,233 $0 $35,005
Roxana Blades (Cfao) $323,246 $0 $8,550
Janice Vorfeld (Coo (Thru 11/5/21)) $286,586 $0 $14,900
Aaron Mcpherson (Coo (As Of 12/4/21)) $241,384 $0 $11,786
Dustin Harper (Cso) $229,100 $0 $6,955
Joan Hestenes (Vp, Technology Services & Facilites Mgmt.) $209,619 $0 $10,878
Virginia Lui (Vp, Controller) $207,524 $0 $12,791
Jacqueline Murray (Vp, Marketing And Communications) $197,821 $0 $12,984
Nadine Greiner (Cpo (Thru 1/22/21)) $175,958 $0 $0
H Andrew Fisher (Immediate Past Board Chairperson) $0 $0 $0
E Anne Hinton (Vice Chairperson) $0 $0 $0
Marlene Litvak (Board Secretary) $0 $0 $0
Theresa A Matacia (Board Treasurer) $0 $0 $0
Jeannee Parker Martin (Board Chairperson) $0 $0 $0
Donna Benton (Director) $0 $0 $0
Lynn Brinton (Director) $0 $0 $0
Warren Browner (Director) $0 $0 $0
Elizabeth Shih (Director) $0 $0 $0
Louise C Walter (Director) $0 $0 $0
Cynthia Diana Whitehead (Director) $0 $0 $0
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990
Filed on May 2, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,846,262
Expenses
$65,626,073
Net Income
$1,220,189
Net Assets
$4,375,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,517,984
30.7%
Program Services $45,936,633
68.7%
Investment Income $77,328
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,590
0.0%
Sales of Assets $22,757
0.0%
Net Inventory Sales $0
Other Revenue $274,970
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,524,459
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $29,387,281
44.8%
Assets/Debt
Total Assets $58,432,886
Total Liabilities $54,057,205
Net Assets $4,375,681
Compensation
Key Employees and Officers Compensation Related Other
Thomas Briody J (President And Ceo) $577,743 $0 $33,969
Roxana R Blades (Cfao) $331,705 $0 $8,550
Janice Vorfeld (Coo) $317,001 $0 $14,969
Nadine Greiner (Cpo) $255,385 $0 $0
Aaron K Mcpherson (Vp, Integrated Care Services) $248,641 $0 $7,522
Dustin Harper (Cso) $219,709 $0 $6,662
Austin Ord (Vp, Community Living Services) $215,488 $0 $11,433
Jonathan Bernstein (Vp, Philanthropy) $203,271 $0 $5,368
Jacqueline Murray (Vp, Marketing And Communications) $200,962 $0 $12,448
H Andrew Fisher (Board Chairperson) $0 $0 $0
E Anne Hinton (Vice Chairperson) $0 $0 $0
Marlene Litvak (Board Secretary) $0 $0 $0
Theresa A Matacia (Board Treasurer) $0 $0 $0
Warren Browner (Director) $0 $0 $0
Aaron Cooperband (Director) $0 $0 $0
James Davis (Director) $0 $0 $0
Jeannee Parker Martin (Immediate Past Board Chairperson) $0 $0 $0
Louise C Walter (Director) $0 $0 $0
Cynthia Diana Whitehead (Director) $0 $0 $0
Amy Zellerbach (Director) $0 $0 $0
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990
Filed on May 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,452,780
Expenses
$65,242,687
Net Income
$1,210,093
Net Assets
$3,129,746
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,129,427
28.8%
Program Services $46,920,287
70.6%
Investment Income $122,503
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $33,178
0.0%
Sales of Assets $6,142
0.0%
Net Inventory Sales $0
Other Revenue $241,243
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,318,275
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $29,240,347
44.8%
Assets/Debt
Total Assets $52,901,143
Total Liabilities $49,771,397
Net Assets $3,129,746
Compensation
Key Employees and Officers Compensation Related Other
J Thomas Briody (President/Ceo) $715,594 $0 $13,489
Roxana Blades (Cfao) $354,232 $0 $5,600
Janice L Vorfeld (Coo) $307,545 $0 $10,692
Dustin Harper (Cso) $237,056 $0 $0
Aaron K Mcpherson (Vp, Integrated Care Srvcs) $236,953 $0 $0
Jacqueline B Murray (Vp, Marketing And Communications) $194,554 $0 $11,514
Joan Hestenes (Vp, Tech Srvcs & Facilities) $186,709 $0 $9,637
Virginia Lui (Vice President & Controller) $175,131 $0 $12,244
Austin Ord (Vp, Community Living Srvcs) $160,242 $0 $5,754
H Andrew Fisher (Chairperson) $0 $0 $0
Marlene Litvak (Secretary) $0 $0 $0
David Lowenkopf (Treasurer) $0 $0 $0
E Anne Hinton (Director) $0 $0 $0
Warren Browner Md (Director) $0 $0 $0
Aaron Cooperband (Director) $0 $0 $0
James Davis Md (Director) $0 $0 $0
Cynthia Diana Whitehead (Director) $0 $0 $0
Jeannee Martin (Director) $0 $0 $0
Theresa A Matacia Cfa (Director) $0 $0 $0
Louise Walter Md (Director) $0 $0 $0
Amy W Zellerbach (Director) $0 $0 $0
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990
Filed on May 14, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,756,399
Expenses
$55,233,852
Net Income
$3,522,547
Net Assets
$1,949,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,318,446
27.8%
Program Services $41,954,627
71.4%
Investment Income $140,335
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $39,345
0.1%
Sales of Assets -$2,609
Net Inventory Sales $0
Other Revenue $306,255
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,084,526
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $26,788,830
48.5%
Assets/Debt
Total Assets $50,029,836
Total Liabilities $48,080,640
Net Assets $1,949,196
Compensation
Key Employees and Officers Compensation Related Other
J Thomas Briody (President/Ceo) $374,249 $0 $14,391
Roxana Blades (Cfao) $277,453 $0 $6,578
Dustin Harper (Cso) $191,233 $0 $7,169
Shabana Siegel (Vp Of Philanthropy) $177,668 $0 $10,945
Jacqueline B Murray (Vp, Marketing And Communications) $162,681 $0 $9,988
Joan Hestenes (Vp, Tech Srvcs & Facilities Mgmt) $154,278 $0 $8,876
Virginia Lui (Vice President & Controller) $143,195 $0 $9,595
Janice L Vorfeld (Coo) $129,113 $0 $3,484
H Andrew Fisher (Chairperson) $0 $0 $0
Marlene Litvak (Secretary) $0 $0 $0
David Lowenkopf (Treasurer) $0 $0 $0
E Anne Hinton (Director) $0 $0 $0
Warren Browner Md (Director) $0 $0 $0
Aaron Cooperbrand (Director) $0 $0 $0
James Davis Md (Director) $0 $0 $0
Cynthia Diana Whitehead (Director) $0 $0 $0
Jeannee Martin (Director) $0 $0 $0
Theresa A Matacia Cfa (Director) $0 $0 $0
Louise Walter Md (Director) $0 $0 $0
Amy W Zellerbach (Director) $0 $0 $0
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990
Filed on May 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,019,380
Expenses
$49,293,226
Net Income
$726,154
Net Assets
-$1,578,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,549,179
25.1%
Program Services $36,831,554
73.6%
Investment Income $119,700
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $36,641
0.1%
Sales of Assets $10,652
0.0%
Net Inventory Sales $0
Other Revenue $471,654
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,049,741
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $23,963,621
48.6%
Assets/Debt
Total Assets $47,091,165
Total Liabilities $48,670,024
Net Assets -$1,578,859
Compensation
Key Employees and Officers Compensation Related Other
J Thomas Briody (President/Ceo) $484,631 $0 $8,746
Roxana Blades (Cfao) $274,967 $0 $5,400
Melissa W Barker (Coo (Thru 3/18)) $191,953 $0 $5,346
Shabana Siegel (Vp, Philanthropy) $185,868 $0 $12,698
Dustin Harper (Vp, Strategic Partnerships) $156,778 $0 $6,380
Joan Hestenes (Vp, Tech Srvs & Facilities Mgmt) $149,737 $0 $7,419
Shari H Moore (Vp, Human Resources) $135,532 $0 $6,778
Virginia Lui (Controller) $132,574 $0 $7,211
Jeannee Martin (Chairperson) $0 $0 $0
Marlene Litvak (Secretary) $0 $0 $0
David Lowenkopf (Treasurer) $0 $0 $0
E Anne Hinton (Director) $0 $0 $0
Aaron Cooperbrand (Director) $0 $0 $0
James Davis Md (Director) $0 $0 $0
Cynthia Diana Whitehead (Director) $0 $0 $0
Meryl Brod Phd (Director (Thru 6/18)) $0 $0 $0
H Andrew Fisher (Director) $0 $0 $0
Theresa A Matacia Cfa (Director) $0 $0 $0
Barbara Taylor (Director (Thru 6/18)) $0 $0 $0
Louise Walter Md (Director) $0 $0 $0
Amy W Zellerbach (Director) $0 $0 $0
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990
Filed on May 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,212,943
Expenses
$49,990,302
Net Income
-$4,777,359
Net Assets
-$2,257,436
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,999,360
26.5%
Program Services $32,397,101
71.7%
Investment Income $130,843
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,475
0.0%
Net Fundraising $35,547
0.1%
Sales of Assets -$1,447
Net Inventory Sales $0
Other Revenue $648,064
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $827,889
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $22,328,555
44.7%
Assets/Debt
Total Assets $46,456,874
Total Liabilities $48,714,310
Net Assets -$2,257,436
Compensation
Key Employees and Officers Compensation Related Other
J Thomas Briody (President/Ceo) $438,332 $0 $6,427
Roxana Blades (Chief Financial Officer) $214,030 $0 $526
Cindy Kauffman (Coo (Thru 11/2016)) $193,918 $0 $0
Shabana Siegel (Vp, Philanthropy) $189,583 $0 $6,397
Karyn Skultety (Vp, Health Services (Thru 2/17)) $157,927 $0 $6,744
Dustin Harper (Vp, Strategic Partnerships) $143,788 $0 $6,804
Abby Bourhis (Vp, Home Care & Support Se Rvice) $140,325 $0 $766
Joan Hestenes (Vp, Tech Srvs & Facilities Mgmt) $135,128 $0 $6,083
Randolph Scott (Vp, Human Resources) $135,050 $0 $20
Jeannee Martin (Chairperson) $0 $0 $0
Marlene Litvak (Secretary) $0 $0 $0
Clare Murphy (Secretary (Thru 6/17)) $0 $0 $0
David Lowenkopf (Treasurer) $0 $0 $0
E Anne Hinton (Director) $0 $0 $0
Aaron Cooperbrand (Director) $0 $0 $0
James Davis Md (Director) $0 $0 $0
Cynthia Diana Whitehead (Director) $0 $0 $0
Meryl Brod Ph D (Director) $0 $0 $0
H Andrew Fisher (Director) $0 $0 $0
Theresa A Matacia Cfa (Director) $0 $0 $0
Barbara Taylor (Director) $0 $0 $0
Louise Walter Md (Director) $0 $0 $0
Amy W Zellerbach (Director) $0 $0 $0
Maribelle Leavitt (Director (Thru 12/16)) $0 $0 $0
Kadambari Abhay Parekh (Director (Thru 6/17)) $0 $0 $0
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990
Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,789,920
Expenses
$39,818,992
Net Income
-$1,029,072
Net Assets
$2,405,555
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,150,745
26.2%
Program Services $27,987,118
72.2%
Investment Income $129,482
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,250
0.0%
Net Fundraising $27,380
0.1%
Sales of Assets $213
0.0%
Net Inventory Sales $0
Other Revenue $491,732
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,020,108
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $19,302,190
48.5%
Assets/Debt
Total Assets $49,839,401
Total Liabilities $47,433,846
Net Assets $2,405,555
Compensation
Key Employees and Officers Compensation Related Other
J Thomas Briody (President) $452,988 $0 $1,062
Roxana Blades (Chief Financial Officer) $208,835 $0 $813
Cindy Kauffman (Chief Operational Officer) $189,894 $0 $789
Shabana Siegel (Vp, Philanthropy) $161,303 $0 $7,518
Karyn Skultety (Vp, Health Services) $152,711 $0 $5,035
Dustin Harper (Vp, Community Living Srvs) $149,827 $0 $5,035
Abby Bourhis (Vp, Home Care & Support Service) $146,794 $0 $686
Randolph Scott (Vp, Human Resources) $139,442 $0 $552
Meryl Brod Ph D (Chairperson) $0 $0 $0
Jeannee Martin (Vice Chairperson) $0 $0 $0
Clare Murphy (Secretary) $0 $0 $0
David Lowenkopf (Treasurer) $0 $0 $0
Aaron Cooperband (Director) $0 $0 $0
James Davis Md (Director) $0 $0 $0
Maribelle Leavitt (Director) $0 $0 $0
Kadambari Abhay Parekh (Director) $0 $0 $0
Jonathan Schwartz (Director) $0 $0 $0
Donald J Seitas (Director) $0 $0 $0
Bing Shen (Director) $0 $0 $0
Robert L Sockolov (Director) $0 $0 $0
Barbara Taylor (Director) $0 $0 $0
Louise Walter Md (Director) $0 $0 $0
Cynthia Diana Whitehead (Director) $0 $0 $0
Amy W Zellerbach (Director) $0 $0 $0
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990
Filed on March 27, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,321,917
Expenses
$33,935,891
Net Income
-$613,974
Net Assets
$3,568,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,990,627
30.0%
Program Services $22,850,351
68.6%
Investment Income $128,494
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$36,608
Sales of Assets $4,100
0.0%
Net Inventory Sales $0
Other Revenue $384,953
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $846,972
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $16,771,944
49.4%
Assets/Debt
Total Assets $51,117,118
Total Liabilities $47,549,085
Net Assets $3,568,033
Compensation
Key Employees and Officers Compensation Related Other
J Thomas Briody (President) $344,345 $0 $1,150
Roxana Blades (Chief Financial Officer) $199,014 $0 $0
Cindy Kauffman (Chief Operational Officer) $185,000 $0 $4,179
Randolph Scott (Vp, Human Resources) $135,000 $0 $0
Karyn Skultety (Vp, Health Services) $130,000 $0 $577
Dustin Harper (Vp, Community Living Srvs) $114,773 $0 $538
Cynthia Diana Whitehead (Chairperson) $0 $0 $0
Meryl Brod Phd (Vice Chairperson) $0 $0 $0
Clare Murphy (Secretary) $0 $0 $0
David Lowenkopf (Treasurer) $0 $0 $0
Aaron Cooperband (Director) $0 $0 $0
James Davis Md (Director) $0 $0 $0
Maribelle Leavitt (Director) $0 $0 $0
Jeannee Martin (Director) $0 $0 $0
Kadambari Abhay Parekh (Director) $0 $0 $0
Jonathan Schwartz (Director) $0 $0 $0
Donald L Seitas (Director) $0 $0 $0
Bing Shen (Director) $0 $0 $0
Robert L Sockolov (Director) $0 $0 $0
Victoria Stone (Director) $0 $0 $0
Barbara Taylor (Director) $0 $0 $0
Louise Walter Md (Director) $0 $0 $0
Amy W Zellerbach (Director) $0 $0 $0
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990
Filed on Jan. 26, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,105,483
Expenses
$31,150,101
Net Income
-$1,044,618
Net Assets
$4,266,181
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,383,268
31.2%
Program Services $20,363,923
67.6%
Investment Income $154,505
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$23,399
Sales of Assets -$412
Net Inventory Sales $0
Other Revenue $227,598
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $732,056
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $15,061,645
48.4%
Assets/Debt
Total Assets $50,969,252
Total Liabilities $46,703,071
Net Assets $4,266,181
Compensation
Key Employees and Officers Compensation Related Other
J Thomas Briody (Ceo/President) $371,202 $0 $1,274
Cindy Kauffman (Chief Operational Officer) $154,401 $0 $7,005
Roxana Blades (Chief Financial Officer) $122,769 $0 $0
Dustin Harper (Vp, Community Living Srvs) $110,139 $0 $6,852
Karyn Skultety (Vp, Health Services) $110,025 $0 $6,891
Dimitar Zaprianov (Dir., Informational Technology) $105,721 $0 $6,315
Cynthia Diana Whitehead (Chairperson) $0 $0 $0
James Davis Md (Vice Chairman) $0 $0 $0
Clare Murphy (Secretary) $0 $0 $0
Donald J Seitas (Treasurer) $0 $0 $0
Lynn Brinton (Director) $0 $0 $0
Meryl Brod Phd (Director) $0 $0 $0
Boone Callaway (Director) $0 $0 $0
Aaron Cooperbrand (Director) $0 $0 $0
Belva Davis (Director) $0 $0 $0
Irene Dietz (Director) $0 $0 $0
Irwin J Gibbs (Director) $0 $0 $0
Richard Kuchen (Director) $0 $0 $0
Joan Levison (Director) $0 $0 $0
Jonathan Ocker (Director) $0 $0 $0
Kadambari Abhay Parekh (Director) $0 $0 $0
Jonathan Schwartz (Director) $0 $0 $0
Bing Shen (Director) $0 $0 $0
Robert L Sockolov (Director) $0 $0 $0
Victoria Stone (Director) $0 $0 $0
See filing for compensation of 4 other people →
+ View more people

Document Links

990
Filed on May 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,720,494
Expenses
$32,458,193
Net Income
-$1,737,699
Net Assets
$5,223,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,143,137
26.5%
Program Services $21,758,010
70.8%
Investment Income $265,887
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$7,824
Sales of Assets $480,192
1.6%
Net Inventory Sales $0
Other Revenue $81,092
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $730,360
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $13,860,858
42.7%
Assets/Debt
Total Assets $52,596,027
Total Liabilities $47,372,754
Net Assets $5,223,273

Document Links

990
Filed on July 1, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,731,578
Expenses
$32,838,120
Net Income
-$4,106,542
Net Assets
$7,229,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,428,883
25.9%
Program Services $20,960,459
73.0%
Investment Income $409,657
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,613
0.0%
Sales of Assets -$160,623
Net Inventory Sales $0
Other Revenue $79,589
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $470,213
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $13,359,611
40.7%
Assets/Debt
Total Assets $57,312,044
Total Liabilities $50,082,284
Net Assets $7,229,760

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,449,333
Expenses
$32,624,006
Net Income
-$3,174,673
Net Assets
$12,058,677
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,393,457
28.5%
Program Services $20,249,854
68.8%
Investment Income $585,460
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $94,508
0.3%
Sales of Assets $35,635
0.1%
Net Inventory Sales $0
Other Revenue $90,419
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $381,034
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $13,602,742
41.7%
Assets/Debt
Total Assets $60,039,082
Total Liabilities $47,980,405
Net Assets $12,058,677

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated