{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-12T01:45:28.266273+00:00","company":{"ticker":"INNV","cik":1834376,"company_name":"InnovAge Holding Corp."},"pagination":{"limit":100,"returned":31,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"lender":[{"display_name":"JPMorgan Chase Bank, N.A.","detail":"credit_facility","count":2,"first_seen":"2025-08-11T23:59:59+00:00","last_seen":"2025-08-11T23:59:59+00:00","evidence_fact_ids":[43033,43034]}]},"facts":[{"fact_type":"executive_change","fact_key":"2d9c568994","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2026-05-12T20:33:46+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2026-06-08","interim":false,"role":"President and Chief Operating Officer","role_category":"coo","successor_name":null,"successor_named":false},"claim":"Jennifer Browne was appointed as President and Chief Operating Officer at InnovAge Holding Corp..","evidence_excerpt":"On May 11, 2026, the Board of Directors (the “Board”) of InnovAge Holding Corp. (the “Company”) appointed Ms. Jennifer Browne as President and Chief Operating Officer of the Company, effective as of June 8, 2026 (the “Effective Date”).","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001834376-26-000025","anchor_url":"https://secwatch.observer/filing/0001834376-26-000025#claim-2d9c568994","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437626000025/0001834376-26-000025-index.htm"},{"fact_type":"earnings_release","fact_key":"4f3334d63d403cab0fd80eb13956d4f12801e137","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2026-05-05T23:59:59+00:00","payload":{"eps_text":"loss per share of $0.22","guidance_signal":"raised","item_codes_triggered":["2.02"],"net_income_text":"Net loss of $29.9 million","period_text":"the fiscal third quarter ended March 31, 2026","report_date":"2026-05-05","result_type":"reported_results","revenue_text":"$ 251,943 (thousands)"},"claim":"InnovAge Holding Corp. reported the fiscal third quarter ended March 31, 2026 results: revenue $ 251,943 (thousands), net income Net loss of $29.9 million, EPS loss per share of $0.22. Guidance raised.","evidence_excerpt":"fiscal 2026 revenue and Adjusted EBITDA guidance. Financial Results Three Months Ended March 31, 2026 2025 in thousands, except percentages and per share amounts Total revenues $ 251,943 $ 218,142 Loss Before Income Taxes (29,773) (11,061) Net Loss (29,940) (11,133) Net Loss margin (11.9) % (5.1) % Net Loss Attributable to InnovAge Holding Corp. (29,461) (11,378)","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001834376-26-000018","anchor_url":"https://secwatch.observer/filing/0001834376-26-000018#claim-4f3334d63d403cab0fd80eb13956d4f12801e137","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437626000018/0001834376-26-000018-index.htm"},{"fact_type":"debt_financing","fact_key":"1136ad860691df586cb97a1e31b2bad81f74f6c9","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2025-08-11T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A.","effective_date":"2025-08-08","event":"amendment","instrument_type":"revolving_credit","interest_rate_text":"Secured Overnight Financing Rate or the Alternate Base Rate, plus a margin","item_codes_triggered":["2.03"],"maturity_text":"August 8, 2028","principal_text":"$100.0 million Revolver"},"claim":"InnovAge Holding Corp. amended revolving credit of $100.0 million Revolver with JPMorgan Chase Bank, N.A. at Secured Overnight Financing Rate or the Alternate Base Rate, plus a margin maturing August 8, 2028.","evidence_excerpt":"The Second Amendment amended the Existing Credit Agreement to, among other things: (i) refinance the existing term loan with the proceeds of a $50.7 million term loan A facility (the \"Term Facility\") and proceeds from a draw under the new revolving credit facility (the \"Revolver\"); (ii) refinance the commitments under the existing revolving credit facility with new commitments for a $100.0 million Revolver; and (iii) extend the maturity date of both the Term Facility and the Revolver to August 8, 2028 from March 8, 2026.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001834376-25-000054","anchor_url":"https://secwatch.observer/filing/0001834376-25-000054#claim-1136ad860691df586cb97a1e31b2bad81f74f6c9","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437625000054/0001834376-25-000054-index.htm"},{"fact_type":"debt_financing","fact_key":"8cb0edaa057275e474aabc3a1badc0da88ed605c","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2025-08-11T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A.","effective_date":"2025-08-08","event":"amendment","instrument_type":"credit_facility","interest_rate_text":"Secured Overnight Financing Rate or the Alternate Base Rate, plus a margin","item_codes_triggered":["2.03"],"maturity_text":"August 8, 2028","principal_text":"$50.7 million term loan A facility"},"claim":"InnovAge Holding Corp. amended credit facility of $50.7 million term loan A facility with JPMorgan Chase Bank, N.A. at Secured Overnight Financing Rate or the Alternate Base Rate, plus a margin maturing August 8, 2028.","evidence_excerpt":"The Second Amendment amended the Existing Credit Agreement to, among other things: (i) refinance the existing term loan with the proceeds of a $50.7 million term loan A facility (the \"Term Facility\") and proceeds from a draw under the new revolving credit facility (the \"Revolver\"); (ii) refinance the commitments under the existing revolving credit facility with new commitments for a $100.0 million Revolver; and (iii) extend the maturity date of both the Term Facility and the Revolver to August 8, 2028 from March 8, 2026.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001834376-25-000054","anchor_url":"https://secwatch.observer/filing/0001834376-25-000054#claim-8cb0edaa057275e474aabc3a1badc0da88ed605c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437625000054/0001834376-25-000054-index.htm"},{"fact_type":"executive_change","fact_key":"d25bc5c246","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2024-11-04T23:59:59+00:00","payload":{"action":"ceased to serve as President","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2024-11-04","interim":false,"role":"Chief Executive Officer","role_category":"ceo","successor_name":"Michael Scarbrough","successor_named":true},"claim":"Patrick Blair changed role as Chief Executive Officer at InnovAge Holding Corp..","evidence_excerpt":"Mr. Patrick Blair, the Company’s President and Chief Executive Officer, will cease to serve as the President of the Company and will continue serving as the Company’s Chief Executive Officer","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001834376-24-000080","anchor_url":"https://secwatch.observer/filing/0001834376-24-000080#claim-d25bc5c246","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437624000080/0001834376-24-000080-index.htm"},{"fact_type":"executive_change","fact_key":"cef8e24aac","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2024-11-04T23:59:59+00:00","payload":{"action":"departed","action_category":"departure","departure_tone":"routine","effective_date":"2024-11-04","interim":false,"role":"Chief Operating Officer","role_category":"coo","successor_name":"Michael Scarbrough","successor_named":true},"claim":"Christine Bent departed as Chief Operating Officer at InnovAge Holding Corp..","evidence_excerpt":"Christine Bent, who departed from the role of the Company’s Chief Operating Officer on October 31, effective as of the Transition Date","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001834376-24-000080","anchor_url":"https://secwatch.observer/filing/0001834376-24-000080#claim-cef8e24aac","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437624000080/0001834376-24-000080-index.htm"},{"fact_type":"executive_change","fact_key":"53f2bd6b11","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2024-11-04T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-11-04","interim":false,"role":"President and Chief Operating Officer","role_category":"coo","successor_name":null,"successor_named":false},"claim":"Michael Scarbrough was appointed as President and Chief Operating Officer at InnovAge Holding Corp..","evidence_excerpt":"appointed Michael Scarbrough as President and Chief Operating Officer of the Company, effective as of November 4, 2024","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001834376-24-000080","anchor_url":"https://secwatch.observer/filing/0001834376-24-000080#claim-53f2bd6b11","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437624000080/0001834376-24-000080-index.htm"},{"fact_type":"earnings_release","fact_key":"21c2db3cb91080f42f31c50606ac57298ab7f7cb","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2024-05-07T23:59:59+00:00","payload":{"eps_text":"$ (0.04)","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$(6,184)","period_text":"fiscal third quarter ended March 31, 2024","report_date":"2024-05-07","result_type":"reported_results","revenue_text":"$ 193,071"},"claim":"InnovAge Holding Corp. reported fiscal third quarter ended March 31, 2024 results: revenue $ 193,071, net income $(6,184), EPS $ (0.04).","evidence_excerpt":"care.” Financial Results Three Months Ended March 31, Nine Months Ended March 31, 2024 2023 2024 2023 in thousands, except percentages and per share amounts Total revenues $ 193,071 $ 172,539 $ 564,454 $ 511,213 Loss Before Income Taxes (6,408) (8,675) (20,873) (39,304) Net Loss (6,184) (7,310) (20,967) (31,557) Net Loss margin (3.2) % (4.2) % (3.7) % (6.2) %","confidence":0.98,"filing_url":"https://secwatch.observer/filing/0001834376-24-000021","anchor_url":"https://secwatch.observer/filing/0001834376-24-000021#claim-21c2db3cb91080f42f31c50606ac57298ab7f7cb","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437624000021/0001834376-24-000021-index.htm"},{"fact_type":"earnings_release","fact_key":"be2002abcae32eb45e8f7abccc8715a3731ff230","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2024-02-06T23:59:59+00:00","payload":{"eps_text":"Net Loss per share - basic and diluted $(0.03)","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"Net Loss $(3,821)","period_text":"the second fiscal quarter ended December 31, 2023","report_date":"2024-02-06","result_type":"reported_results","revenue_text":"$188,898"},"claim":"InnovAge Holding Corp. reported the second fiscal quarter ended December 31, 2023 results: revenue $188,898, net income Net Loss $(3,821), EPS Net Loss per share - basic and diluted $(0.03).","evidence_excerpt":"Financial Results Three Months Ended December 31, Six Months Ended December 31, 2023 2022 2023 2022 in thousands, except percentages and per share amounts Total revenues $ 188,898 $ 167,456 $ 371,382 $ 338,674 Loss Before Income Taxes (3,728) (13,459) (14,464) (30,630) Net Loss (3,821) (10,547) (14,783) (24,247) Net Loss margin (2.0) % (6.3) % (4.0) % (7.2)","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001834376-24-000007","anchor_url":"https://secwatch.observer/filing/0001834376-24-000007#claim-be2002abcae32eb45e8f7abccc8715a3731ff230","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437624000007/0001834376-24-000007-index.htm"},{"fact_type":"shareholder_vote","fact_key":"38fdd8be281f44de52f99be43a84448021a2139d","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2023-12-19T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-12-13","outcome":"passed","proposal_text":"Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2024","proposal_type":"auditor_ratification","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":"34","votes_against":"22,452","votes_for":"133,241,562","votes_withheld":null}]},"claim":"InnovAge Holding Corp. shareholders approved Ratification of the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending June 30, 2024 at the 2023-12-13 meeting.","evidence_excerpt":"Proposal No. 2: Ratification of the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2024. The appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2024 was ratified. For Against Abstentions 133,241,562 22,452 34","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-23-127341","anchor_url":"https://secwatch.observer/filing/0001104659-23-127341#claim-38fdd8be281f44de52f99be43a84448021a2139d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000110465923127341/0001104659-23-127341-index.htm"},{"fact_type":"shareholder_vote","fact_key":"e1d9c1603077c1c4d57ccf3421396fe488eb7da2","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2023-12-19T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2023-12-13","outcome":"passed","proposal_text":"Election of Class III directors","proposal_type":"director_election","results":[{"broker_non_votes":"1,037,741","subject":"John Ellis Bush","votes_abstain":null,"votes_against":null,"votes_for":"132,085,381","votes_withheld":"140,926"},{"broker_non_votes":"1,037,741","subject":"Patricia Fontneau","votes_abstain":null,"votes_against":null,"votes_for":"132,108,123","votes_withheld":"118,184"},{"broker_non_votes":"1,037,741","subject":"Ted Kennedy, Jr.","votes_abstain":null,"votes_against":null,"votes_for":"128,180,607","votes_withheld":"4,045,700"}]},"claim":"InnovAge Holding Corp. shareholders approved Election of Class III directors at the 2023-12-13 meeting.","evidence_excerpt":"Proposal No. 1: Election of directors. The Company’s stockholders elected the following nominees to serve as Class III directors for a term expiring at the Company’s annual meeting of stockholders to be held in 2026 and until their successors are duly elected and qualified. Broker Non- Nominee For Withheld Votes John Ellis Bush 132,085,381 140,926 1,037,741 Patricia Fontneau 132,108,123 118,184 1,037,741 Ted Kennedy, Jr. 128,180,607 4,045,700 1,037,741","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-23-127341","anchor_url":"https://secwatch.observer/filing/0001104659-23-127341#claim-e1d9c1603077c1c4d57ccf3421396fe488eb7da2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000110465923127341/0001104659-23-127341-index.htm"},{"fact_type":"earnings_release","fact_key":"8e82e6a2b5cb75ab68eed46f27e3bce36796da12","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2023-11-07T23:59:59+00:00","payload":{"eps_text":"Net loss per share - basic and diluted $0.08","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"Net loss of $11.0 million","period_text":"the fiscal first quarter ended September 30, 2023","report_date":"2023-11-07","result_type":"reported_results","revenue_text":"$182,485"},"claim":"InnovAge Holding Corp. reported the fiscal first quarter ended September 30, 2023 results: revenue $182,485, net income Net loss of $11.0 million, EPS Net loss per share - basic and diluted $0.08.","evidence_excerpt":"enable us to return to normalized margins.” Financial Results Three Months Ended September 30, 2023 2022 in thousands, except percentages and per share amounts Total revenues $ 182,485 $ 171,218 Loss Before Income Taxes 10,736 17,169 Net Loss 10,962 13,699 Net Loss margin 6.0 % 8.0 % Net Loss Attributable to InnovAge Holding Corp. 10,304 13,073 Net Loss per","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001834376-23-000025","anchor_url":"https://secwatch.observer/filing/0001834376-23-000025#claim-8e82e6a2b5cb75ab68eed46f27e3bce36796da12","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437623000025/0001834376-23-000025-index.htm"},{"fact_type":"earnings_release","fact_key":"5bada44384eececb8ba2977ae4dc0769e767d8a4","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2023-09-12T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":null,"period_text":"the fiscal fourth quarter and full year ended June 30, 2023","report_date":"2023-09-12","result_type":"reported_results","revenue_text":null},"claim":"InnovAge Holding Corp. reported financial results for the fiscal fourth quarter and full year ended June 30, 2023.","evidence_excerpt":"On September 12, 2023, InnovAge Holding Corp. issued a press release announcing financial results for the fiscal fourth quarter and full year ended June 30, 2023, and related matters.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001834376-23-000016","anchor_url":"https://secwatch.observer/filing/0001834376-23-000016#claim-5bada44384eececb8ba2977ae4dc0769e767d8a4","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000183437623000016/0001834376-23-000016-index.htm"},{"fact_type":"executive_change","fact_key":"89a0b04725","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2023-08-14T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2023-08-08","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Sean Traynor resigned as Director at InnovAge Holding Corp..","evidence_excerpt":"On August 8, 2023, Sean Traynor of Welsh, Carson, Anderson & Stowe (WCAS) resigned from his position as member of the Board.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001104659-23-090947","anchor_url":"https://secwatch.observer/filing/0001104659-23-090947#claim-89a0b04725","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000110465923090947/0001104659-23-090947-index.htm"},{"fact_type":"executive_change","fact_key":"0d81445e9c","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2023-08-14T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2023-08-14","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Teresa Sparks was appointed as Director at InnovAge Holding Corp..","evidence_excerpt":"Effective August 14, 2023, the Board of Directors (the “Board”) of InnovAge Holding Corp. (the “Company”) appointed Teresa Sparks as a new member of the Board.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001104659-23-090947","anchor_url":"https://secwatch.observer/filing/0001104659-23-090947#claim-0d81445e9c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1834376/000110465923090947/0001104659-23-090947-index.htm"},{"fact_type":"executive_change","fact_key":"c564169036","cik":1834376,"ticker":"INNV","company_name":"InnovAge Holding Corp.","filed_at":"2023-07-05T23:59:59+00:00","payload":{"action":"stepped down","action_category":"departure","departure_tone":"routine","effective_date":"2023-07-10","interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":"Benjamin C. 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