Nonprofit · EIN 72-1618882
THE INSTITUTE FOR OPTIMAL AGING
Tax-exempt · BRENTWOOD, TN 37027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $924 | $14 | $910 | $129,147 | $0 | $129,147 |
| June 30, 2024 | 990-PF | $1,051 | $70 | $981 | $128,237 | $0 | $128,237 |
| June 30, 2023 | 990-PF | $512 | $36 | $476 | $127,256 | $0 | $127,256 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Interest
- $924
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Excise tax on investment income
- $13
Balance sheet and other
- Total assets, start of year
- $128,237
- Total assets, end of year
- $129,147
- Total liabilities, end of year
- $0
- Net assets, end of year
- $129,147
- Fair market value of assets
- $129,147
- Net investment income
- $924
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA TERRY 105 WESTWOOD PLACE, SUITE 400, BRENTWOOD, TN 37027 | PRESIDENT | 0.5 | $0 |
| JONATHAN RUCHMAN 105 WESTWOOD PLACE, SUITE 400, BRENTWOOD, TN 37027 | TREASURER | 0.5 | $0 |
| CAMILLE JORDAN 105 WESTWOOD PLACE, SUITE 400, BRENTWOOD, TN 37027 | SECRETARY | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA TERRY 105 WESTWOOD PLACE, SUITE 400, BRENTWOOD, TN 37027 | PRESIDENT | 0.5 | $0 |
| JONATHAN RUCHMAN 105 WESTWOOD PLACE, SUITE 400, BRENTWOOD, TN 37027 | TREASURER | 0.5 | $0 |
| KIMBERLY ESTES ELLIOT 105 WESTWOOD PLACE, SUITE 400, BRENTWOOD, TN 37027 | SECRETARY | 0.5 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Andrew Smith 111 WESTWOOD PLACE, BRENTWOOD, TN 37027 | PRESIDENT | 0.5 | $0 |
| SARA TERRY 111 WESTWOOD PLACE, BRENTWOOD, TN 37027 | SECRETARY TREASURER | 0.5 | $0 |
| KIMBERLY ESTES 111 WESTWOOD PLACE, BRENTWOOD, TN 37027 | BOARD MEMBER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 105 WESTWOOD PL STE 400, BRENTWOOD, TN 37027-1015
- In care of
- % SARA TERRY
- Signed the 990-PF
- SARA TERRY, TREASURER
- Phone
- (414) 918-5000
- Website
- www.optimalaging.com
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-1618882
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P80)
- Assets (IRS master file)
- $129,147
- Income (IRS master file)
- $924
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $924 | $14 | $129,147 | IRS |
| 990-PF | June 2024 | $1,051 | $70 | $128,237 | IRS |
| 990-PF | June 2023 | $512 | $36 | $127,256 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 72-1618882).
Questions about THE INSTITUTE FOR OPTIMAL AGING
- What is the EIN of THE INSTITUTE FOR OPTIMAL AGING?
- The employer identification number (EIN) of THE INSTITUTE FOR OPTIMAL AGING is 72-1618882.
- Is THE INSTITUTE FOR OPTIMAL AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE INSTITUTE FOR OPTIMAL AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE INSTITUTE FOR OPTIMAL AGING file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE INSTITUTE FOR OPTIMAL AGING due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE INSTITUTE FOR OPTIMAL AGING last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE INSTITUTE FOR OPTIMAL AGING?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE INSTITUTE FOR OPTIMAL AGING have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $924, expenses of $14 and total assets of $129,147 at year end.
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