Institute on Aging Annual Report 2018

2018 Annual Report

Dear Friends, We here at Institute on Aging are eager to tell you about all the exciting things we’ve been up to in the last year and our plans for where we’re headed. In this, our 2018 Annual Report, we will share with you the stories of a handful of the thousands of older adults and adults living with disabilities we reached this year, just a few of the many who are now able to “AgeOn” in their own homes.

As we turn our attention to the future, to new opportunities to grow and serve more people in 2019, I’d be remiss not to mention two such opportunities we were able to take advantage of last year.

In the Spring of 2018 we successfully opened two offices in the Inland Empire, our first foray outside the Bay Area and a sign of the kind of growth we aim to achieve. Located in San Bernardino County, the largest in the state, IOA’s Inland Empire expansion represents one of our goals: to serve more people. With this addition, even more Californians benefit from the programs and services we offer.

It doesn’t end there, either. We also partnered with Santa Clara County – the largest in the Bay Area and fifth-most populous in the state – to offer the Community Living Connection (CLC)

program to its residents. The CLC, in partnership with California’s Whole Person Care pilot, assists county residents on limited incomes to transition out of nursing facilities and back to living independently in their communities. Our staff works to ensure individuals are connected with every resource available to them, whether their needs are medical, financial, or something else.

Thanks to these expansions of our programs and increase in people served, we ended the year with a positive net income, a far cry from just a few years ago. This is the culmination of a multi-year strategic plan to improve our services and programs.

As we look to 2019 and beyond, our plan is multifaceted but simple: To improve the quality of care we provide and the measurements we use to judge them; to strengthen our relationships with existing partners and to seek out and develop new partnerships; to continue to strengthen our financials, and finally, to empower our employees so they, and we, can continue to transform lives.

2018 was a fantastic year for Institute on Aging; together, we can ensure that 2019 is even better.

J. Thomas Briody President and CEO

Board of Directors 2017-2018

CHAIR Jeannee P. Martin, RN, MPH SECRETARY Marlene Litvak TREASURER David Lowenkopf DIRECTORS Aaron Cooperband James Davis, MD H. Andrew Fisher Theresa A. Matacia, CFA E. Anne Hinton Louise C. Walter, MD Cynthia Diana Whitehead Amy W. Zellerbach PRESIDENT AND CEO J. Thomas Briody, MHSc HONORARY LIFETIME DIRECTORS Adele Corvin Ruth Ann Rosenberg Audrey Sockolov Robert Sockolov

1970s • Mount Zion launches the Adult Day Health Center, the first community hospital-based center in the U.S. to help frail, disabled people remain at home. The center was later renamed the Ruth Ann Rosenberg Adult Day Health Center, in honor of its generous benefactor.

• Mount Zion establishes the Geriatric Medicine Fellowship, the second geriatric fellowship in the U.S.

1980s • Mount Zion formally establishes and incorporates Institute on Aging (IOA) as a non-profit organization. The Richard and Rhoda Goldman Fund and the Walter and Elise Haas Fund, offer challenge grants of $1,000,000 and $750,000, respectively, to establish IOA. • Koret Foundation grants $300,000 to support the Alzheimer’s Day Center.

1990s • Mount Zion Hospital and Medical Center successfully integrates with UCSF. IOA remains a subsidary of Mount Zion Health Systems, Inc., with close ties to Mount Zion and UCSF. • Institute on Aging and UCSF establish a formal affiliation, the UCSF/Mount Zion Center on Aging.

• Friendship Line and Center for Elderly Suicide Prevention officially become part of IOA. • IOA ceases to be a subsidiary of Mount Zion Health Systems.

2000s • IOA enters into partnership with CPMC to operate the Swindells Social Day Program on the CPMC California campus.

• Construction begins on Institute on Aging Senior Campus at 3575 Geary Boulevard.

2010s – Now •The Institute on Aging Senior Campus opens its doors.

• UCSF Lakeside Geriatric Center relocates to IOA Senior Campus.

Programs and Services

Program of All-Inclusive Care for the Elderly (PACE) provides all-inclusive care for adults 55 or older, enabling older adults to continue living at home for as long as possible. The health plan features full medical care (both acute and long-term), prescription drugs, adult day care, personal care, physical therapy, transportation, and home care, provided in partnership with On Lok Lifeways.

Integrated Behavioral Health Services are evidencebased interventions to address the symptoms of depression and anxiety with which many older adults struggle as they cope with changes related to aging.

Therapies include problem-solving, mindfulnessbased stress reduction, psychotherapy, reminiscence, cognitive behavioral therapy, and sleep coaching.

The Center for Elderly Suicide Prevention (CESP) offers counseling, grief support, and educational outreach to seniors, caretakers, and mental health professionals.

The Friendship Line is a 24-hour, toll-free crisis intervention helpline for older adults nationwide who are isolated, lonely, depressed, bereaved, abused, and/or suicidal.

Helen Sometimes the help you need comes from near-tragic circumstances. Helen, 48, is living proof. She was a caregiver for the elderly herself, but after that job concluded, financial struggles and an unhealthy relationship led to substance abuse and the deterioration of her relationship with her two children. In March of 2017, Helen was celebrating her birthday and drove home while intoxicated. She hit a concrete wall on the freeway and suffered traumatic injuries as a result. Helen was in a coma for two weeks. She received treatment and has remained sober since the accident, but she worried she had no future. Inland Empire Community Living Solutions was her answer.

She enrolled in early March of 2018 and transitioned from a nursing home to her own apartment within three months. She is repairing her relationships with her children and is looking to work in in-home supportive services again.

Her life reinvigorated, Helen is still Helen.

Age is just a number.

Program of All-Inclusive Care for the Elderly (PACE): 346 seniors received full medical care, physical and occupational therapy, adult day care, transportation, and home care, allowing them to remain in their homes. 415 seniors and adults with disabilities received a cumulative 225,000 hours of personalized care. 165 additional seniors received home care through PACE.

Center For Elderly Suicide Prevention: 70 presentations and workshops given by Dr. Patrick Arbore and his colleagues reached 2,689 social workers, law enforcement personnel, residential care managers, healthcare professionals, students, etc.

Mental Health and Grief Services: IOA’s geropsychologists and clinicians facilitated: 914 psychotherapy sessions for 80 older adults; 1,376 grief counseling sessions for 75 clients; and supported 110 clients in one or more of our 71 grief group sessions.

Elder Abuse Prevention: 55 presentations trained 1,397 professionals and 498 members of the public on how to spot, prevent, and report elder abuse.

Friendship Line 160,000 calls reached lonely and isolated seniors by made by 115 volunteers.

Community Living Services Multipurpose Senior Services Program (MSSP) is a care management program designed specifically for frail, low-income seniors (65 and older) who are nursing-home eligible, but with supportive services, can continue living at home.

Linkages is a social work care management

program that provides assessments and coordination of services for San Francisco adults with disabilities, ages 18 or older.

Community Living Solutions are programs in San Francisco, San Mateo, and Santa Clara counties that assist individuals with limited incomes to transition out of nursing facilities and back to living independently. We coordinate with other local programs and services on our client’s behalf in a concentrated effort to help encourage independent living. We specialize in finding stable housing, access to community resources, and reliable health care services.

Community Living Solutions also provide services to individuals living in the community who are at imminent risk of institutionalization.

But here are some numbers we think are pretty important:

Community Living Services: 2,000 low-income adults and adults with disabilities paired with support services they needed to stay in their homes. 276 were transitioned or diverted from skilled nursing facilities.

IOA Connect: Connect received 9,538 calls last year, and made 693 outbound calls. We recieved 3,232 inquiries and booked 413 home care and support services.

Community Education: IOA’s Education Division reached 13,000 community members, including healthcare and social services professionals and the general public, through outreach, presentations, and workshops.

Enrichment Day Center: 100 seniors were served at IOA’s social day programs Home Care and Support Services 225,000 hours of customized home care was provided to 512 clients.

Support At Home: This San Francisco pilot program provides homecare vouchers for lower middle-income residents. The Institute on Aging enrolled 158 people, more than 50% of whom identify as non-white.

Financial Services: 171 seniors received help with fiduciary services including bill paying and conservatorships.

Home Care and Support Services Home Care includes personalized services from IOA’s team of 380 insured and bonded home care workers for frail adults who need assistance with routine needs to be able to remain in their homes. Services may include meal planning and preparation, escorted transportation, errands, light housekeeping, companionship, personal care, and dementia and Alzheimer’s care.

Fiduciary Services include bookkeeping and bill paying, court appointed conservatorships, durable power of attorney for finance, trusteeships, organization of client tax information, and representative payee.

Care Management plans developed by IOA’s skilled care managers target concerns including self-neglect, isolation, depression, injuries, medication, substance abuse, and home maintenance.

IOA’s Adult Social Day Program is structured, engaging activities five days per week for individuals struggling with early and later stages of memory loss and dementia, and those who are physically frail.

Education and Advocacy Elder Abuse Prevention Program (EAP) promotes public awareness on elder abuse issues through training and education to seniors and professionals and advocates for policies and services that increase safety for vulnerable adults.

Community Education hosts educational forums which provide information for the public and health professionals and promote healthier communities. We provide tools to inform important decisions on key topics pertaining to older adults and aging.

Internships at IOA are training the next generation of geriatric professionals! 66 college students, including 14 grad students and 52 undergrads, served year-long internships with IOA. In addition, 10 high school students worked in our social enrichment programs and with our Friendship Line. (The last four full-time hires at Swindells were college interns who joined us directly out of school.)

TOM Tom, 48, was a paramedic before diabetes left him unable to do the job. He moved to California to be with his brother and to apply for Social Security disability benefits. Tom’s brother was a drug user, though, and Tom soon found himself homeless.

While living on the streets, Tom suffered a pulmonary embolism. He was hospitalized, and later admitted to a skilled nursing facility. When Tom met with us here at IOA, his goal was to leave the facility and regain his independence. He needed help getting there, however, because his diabetes required a special diet and timely use of medications. IOA was able to secure Tom a subsidized one-bedroom apartment and help him furnish the place. He has a caregiver who helps where he needs it, but he orders his own medications and arranges his own travel.

He was down, but not out; Tom is still Tom.

Volunteers 379 volunteers of all ages, individuals and groups, one-time and ongoing, contributed 20,046 hours of service.

This includes youth from five local elementary, middle, and high schools who volunteer regularly at our social day programs.

Friendship Line – A dedicated team of specially trained and supervised volunteers handled Friendship Line’s incoming and outgoing calls, creating community for isolated, lonely older adults and adults living with disabilities.

More than 160,000 incoming and outgoing crisis calls fielded, from all 50 states and the District of Columbia, as well as several Canadian provinces.

Corporate Volunteer Days – Corporate groups enjoyed the team-building experience of volunteer days at IOA, where they spent time getting to know our seniors in our Social Day Program.

Youth Groups – From preschoolers to high school community service clubs, IOA welcomed children and youth as volunteers in our adult day social program. School choruses and bands gained performance experience while entertaining program attendees.

Individual Volunteers – IOA is grateful to have ongoing volunteer commitments from people of all ages who help in our Social Day Program and with Friendship Line. They socialize with seniors, leading art, movement, or music programs, or host special celebrations.

2018 Financials

PACE Government Contracts Client Revenue Health Plans & Hospital Systems Grants & Donations Other Revenue Total

$19,989,406 $9,644,791 $9,570,946 $7,188,286 $2,492,151 $1,123,148 $50,008,728

Sources of Revenue Trend

Client Revenue

20%

25%

PACE

Other Revenue

25%

25%

Grants & Donations

25%

Government Contracts

23%

Health Plan & Hospital System

19%

Non-operating Income & Unrealized/Realized Gain/Loss

SALLY IOA Connect received a call from Janis after she visited her 90-year-old mother, Sally, in San Francisco. Sally lived an active lifestyle and read voraciously throughout her life. She had moved in with her son, James, though, and both have health issues.

Sally gets up early while James sleeps in, so for hours, she is alone. She has severe short-term memory loss, anxiety, and neuropathy in her feet. She’d fallen several times and had also forgotten to take her blood pressure medication. Sally had reached a point where she no longer read or left the house. Janis wanted to know if IOA could help, and help we did. An IOA caregiver began visiting Sally for a few hours in the mornings to provide support, supervision, and companionship. Sally now has a caregiver to help her shower, dress, and to do light housekeeping until James wakes up.

All she needed was a little help. Sally is still Sally.

Contributors

Our contributors helped us raise over $1.8 million. A heartfelt thanks to all of you.

Platinum Heart Inger and Norbert Bischofberger Crescent Porter Hale Foundation CSAA Insurance Group Ray and Dagmar Dolby Family Fund Hellman Foundation The Joseph and Vera Long Foundation Metta Fund Mount Zion Health Fund William G. Irwin Charity Foundation Barbro and Bernard Osher/The Bernard Osher Jewish Philanthropies Foundation Ruth Ann Rosenberg Shuts v Covenant Holdco LLC May and Stanley Smith Charitable Trust Sorenson Impact Center Stupski Foundation Diamond Heart Archstone Foundation Gilead Heritage on the Marina The Koret Foundation/Susan Koret Maribelle and Stephen Leavitt Gordon and Betty Moore Foundation SCAN Silver Heart Joseph L. Barbonchielli Foundation Linda Borick-Davidson and William Davidson Lynn Brinton and Daniel Cohn J. Thomas Briody Meryl S. Brod and Len Weiss California Pacific Medical Center The California Wellness Foundation Claire and James Davis Eucalyptus Foundation Andy and Karen Fisher

Silver Heart (cont) David Lowenkopf Jeannee and Michael Martin McKesson Foundation Craig and Kathy Moody Clare Murphy Kay and Abhay Parekh Rotary Club of San Francisco Smart Family Foundation/Alicia Smart Audrey and Robert Sockolov Diana Whitehead Zellerbach Family Foundation/ Amy and Tom Zellerbach Bronze Heart Daniel Binder Fumi Tanaka-Cooperband and Aaron Cooperband Adele Corvin Davis Wright Tremaine LLP The Friend Family Foundation Marcia and John Goldman Mimi and Peter Haas Fund Michael Nguyen and James Hormel Kaiser Permanente Gwen and John Kerner Elizabeth W. King Alex Leff Judith M. Lewis Marlene Litvak and Bruce Fisher On Lok Lifeways John S. Osterweis Patricia Scates Scott Seligman Lisa Sobrato Sonsini and Matthew Sonsini The Lawrence Weissberg Foundation Kay and David Werdegar Woodruff-Sawyer & Co.

Contributors

Our contributors helped us raise over $1.8 million. A heartfelt thanks to all of you.

Emerald Heart Anonymous Lynn Altshuler and Stanley Herzstein Dr. Melissa W. Barker and Dr. Bruce C. Barker Patricia and Jonathan Benjamin Roxana and Daniel Blades Congregation Emanu-El Cypress Lawn Cemetery Association Mona Geller Linda McKay Sudha Pennathur Kit Rodgers William E. Rothmann Salo Solutions Susan Snyder TouchPoint Foundation Ruby Heart Anonymous Patrick Arbore R. Boone Callaway and David Helbraun CCHP - Chinese Hospital City National Bank DILAN Consulting Group Sandra and Conrad Donner Episcopal Senior Communities Jill and Steve Fugaro Marcia and David Glassel Green & Green, LLP Melanie and William Grossman Herbst Foundation Eve Heyman Frances Hildebrand Anne and John Hinton Hometown Medical Supplies Roean N. Iscoff

Ruby Heart (cont.)

Barbara and Ron Kaufman Jo C. Kaufman Arlene and Stephan Krieger Mechanics Bank Moss Adams LLP Karen and Sergio Nibbi Rebecca A. Perez San Francisco Giants Bette and Randolph Scott Shabana and Charles Siegel Signature Construction Silva Watson Moonwalk Fund Silverado Elizabeth Suzuki Lori and George Swift Barbara Taylor and Mark Mayper Marilyn Wacks Lonna A. Wais Wells Fargo Foundation Judith and Robert Williams Diane B. Wilsey Jean and Richard Zukin

Gem Heart (cont.)

Natasha Boissier Lorraine Bosche Howard Brown Sylvia and Barry Bunshoft C & R Building Services Brian Cahill Cahill Contractors, Inc. Lillian J. Cape Gloria H. Cavanaugh The Franklin Cole Foundation Community Living Campaign Dana Corvin and Harris Weinberg Theresa Cross Dory Culver and Walter Nirenberg Christopher and Diane Davies The DeAmicis Family Deluxe Distribution Cathryn Deutsch Irene Dietz Jeanne Dinkelspiel J.D. and S.B. Dirstine Gem Heart Ken Donnelly and Jan Nakata Age Wave, LLC Anna Dos Ramos Renee and Zak Arbore Sharon Eastman Lynn and Kenneth Baron Diane and Joseph Ehrman Alvin H. Baum The Benevity Community Impact Joan Eichler Francine R. Feder Fund Paul Feigenbaum and Judy Joelle Benioff Kemeny Joanna Berg Robert Fiorello Jane and Douglas Berl Bethany Center Senior Housing Joyce Friedman Ted Kelter and Janet Gallin and Ruth’s Table Marc Gallo John J. Billovits Alison Geballe Steven Blumlein and Arlyne Golden Coast Properties Charlip Joanne and David Handy

Gem Heart (cont.)

Michelle and Alan Herrera Sara and Russell Hirsch Stephanie and Rudolph Hoffman Bethany and James Hornthal HumanGood Intivix Roslyn and Donald Kahn Liam J. Kenny Georgia and Richard Kuchen Jeanne Kwong Patricia and Randy Laubhan Gabriel and Helen Ledger Joan and Evan Lewis Shari Libicki and Andrew Coblentz Gerard Linsmeier Virginia Lui Marcia and Lawrence Lusk Gail MacGowan Robert Margolin Constance P. Marvin-Little Mary Frances Accessories, Inc. Eve Masonek Theresa Matacia and Patrick Scanlon Matson Navigation Company Peter McGrath and Han Wang David Melnick and Marilyn Mullem Susan Merin-Oglove and Ted Oglove Susan Moldaw Michael Moss Martha and John Mouer Kathleen E. Mulaney Nina and Anders Nancke-Krogh Betty Newman Kathy and Larry Nibbi Alex and Deedee Papalexopoulos Meta Pasternak Pathways Home Health, Hospice & Private Duty Betty Peters

Patricia Perry and Stephen McPhee William Poppen Judith Presley and David Bogdanoff Quality Care Homes, LLC Thomas A. Raffin Rainbow Grocery Cooperative, Inc. Judith and John Renard Jeanne and Sanford Robertson Toni Rembe and Arthur Rock Phyllis and Jerry Rosenberg Leatrice Bohne and Monroe Rothschild San Francisco Apartment Association San Francisco Police Officers Association Gerry and James Sangiacomo Dorothy Saxe Margaret and Melvin Scheinman Vicki and Rodney Schmall Stephen Schwarz Lynn and Paul Sedway Dore Selix-Gabby Ronald and Mary Frances Shaffer Shield HealthCare Kathy and Dave Shoup Joyce Shumate Sandra Simon Singh Family Anne Marie Siu Yuan Karyn Skultety and Sarah Mark Joanne W. Sobel Denise and William Sockolov Susan Snyder and Steven Sockolov Rae Marie Laguna and Janet Spears Jean and Mike Strunsky Jane and Michael Swart Roselyne C. Swig

Norman Traeger and Carol Traeger Judy Tran Kathy Uhl United Way of the Bay Area Louise C. Walter Lucie and Jerry Weissman Monique Schaulis and Matthew Werdegar Ruthgrace West Carolyn and Stanley Wiener Linda and Gary Zellerbach Monica and Alan Zimmerman Gifts in Kind Elena Alcedo Renee and Zak Arbore Genevieve Astrelli-Godson Melanie and Stephen Baron Bendetta California Academy of Sciences Charles Chocolates Cline Cellars CVS Elizabeth W Margaret and Lawrence Gibbs Gimbal’s Candy Hog Island Oyster Lerner Poole, LLP Family Law Specialists Lola SF Linda McKay Mission Cliffs Morrison Community Living Original Joe’s Pack n’ Ship Pier 39 Planet Granite SF San Francisco Museum of Modern Art Joyce Shumate The San Francisco Zoo Truman Wine Urban Putt YAP Store

We are answering your call on aging.

Whether you or a loved one needs help because of physical challenges, a dementia diagnosis, or you simply have questions related to aging, the experts at Institute on Aging are just a phone call away. Our friendly, highly knowledgeable staff can connect you to top notch programs, services and resources within and outside of our agency, whether you have financial means or not.

Call Institute on Aging Connect: 415.750.4111 San Francisco

3575 Geary Boulevard San Francisco, CA 94118 415.750.4111

Peninsula/South Bay

881 Fremont Avenue, Suite A2 Los Altos, CA 94024 650.424.1411

Santa Clara County 2033 Gateway Place 5th Floor, Suite 500 San Jose, CA 95110 (408) 474 - 0680

San Mateo County

1660 South Amphlett Blvd.

Suite 219 San Mateo, CA 94402 (650) 424 -1411

Inland Empire Community Living Solutions 3200 E. Guasti Road, Suite 100 Ontario, CA 91761 (909) 599-2323

Home Community Base Alternative Waiver 473 E. Carnegie Dr. Suite 200 San Bernardino, CA 92408 (909) 531-4900

www.ioaging.org | 800.430.8026 | 415.750.4111