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Institute for Senior Living

EIN 30-0567181 · Granite Bay, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair63 out of 100GovernanceFair50 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

The Institute for Senior Living is a think-and-act tank of thought leaders focused on innovation, strategy and leadership to generate ideas and act as a catalyst to advance solutions that optimize the aging experience. It helps its members stay informed, gain trusted peer insights, and become equipped to advance change. The objective is to result in better quality of living in later life and to dispel misperceptions about aging and aging services.

Income
$205,000
Spending
$241,508
Spent on programs
100%
Reserves
6.1 months of spending
Largest source of income
donations and private grants, 100%
Employees
0
Volunteers
0

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 63 out of 100. Higher than 34% of charities in its peer group (community improvement, under $250k).

  • Reserves

    28 of 35

    Spendable reserves would cover 6.1 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    0 of 15

    Spending exceeded income by 18% of income.

  • Income trend

    0 of 15

    Income fell 32% on the year before.

  • Spending floor

    15 of 15

    100% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Fair: 50 out of 100. Higher than 19% of charities in its peer group (community improvement, under $250k).

  • Independent board

    25 of 25

    5 of 5 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (5)
  1. $101,787 spent. The Institute held four CEO Thought-Leadership Roundtables with 20 or more participants in each toward the achievement of its mission. Guest faculty and expert speakers as well as technology and other innovators were secured to provide cutting-edge thought-leadership content that the members discussed and applied to the senior care sector. The presentations, tours, demonstrations and discussion which impacted the leadership and strategic decisions the CEO members made for the betterment of the older adults they serve and the staff who provide care. New collaborations and innovation projects were spawned from the roundtables. The Institute extended one of its Roundtables into a 4-day intensive on purpose and transitions. It also held other ad-hoc meetings to advance its mission.
  2. $132,794 spent. Executive Director: Conducted extensive research to discover the latest innovations and thought advancements within the field of aging services and from other industries to inform, inspire and catalyze into action the organization's members. ISL member CEOs are thought leaders who serve hundreds of thousands of older adults throughout the United States. The information, inspiration and collaborative action discussions are delivered at the aforementioned Roundtables as well as other virtual gatherings each year, including by guest speakers and faculty. The Executive Director also planned an International Learning Journey to Europe, to learn from the Dutch, French and Sardinian cultures, governmental policies, advanced technologies and innovative care providers on how to better prioritize and provide innovative care for elders.
  3. $617 spent. Books and readings to inform and inspire members.
  4. $3,606 spent. Secured investment management / banking services, necessary insurance, thought-leadership publication subscriptions, information technology and Secretary of State Information filing.
  5. $2,704 spent. Executive Director travelled to the leading technology innovation conference and expo to learn and convey the latest relevant innovations in health care and senior care to the ISL membership.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since August 2009.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.