InnovAge Holding Corp. — fact timeline

Jennifer Browne was appointed as President and Chief Operating Officer at InnovAge Holding Corp..

“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”).”

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.

“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)”

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.

“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.”

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.

“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.”

Patrick Blair changed role as Chief Executive Officer at InnovAge Holding Corp..

“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”

Christine Bent departed as Chief Operating Officer at InnovAge Holding Corp..

“Christine Bent, who departed from the role of the Company’s Chief Operating Officer on October 31, effective as of the Transition Date”

Michael Scarbrough was appointed as President and Chief Operating Officer at InnovAge Holding Corp..

“appointed Michael Scarbrough as President and Chief Operating Officer of the Company, effective as of November 4, 2024”

InnovAge Holding Corp. reported fiscal third quarter ended March 31, 2024 results: revenue $ 193,071, net income $(6,184), EPS $ (0.04).

“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) %”

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).

“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)”

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.

“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”

InnovAge Holding Corp. shareholders approved Election of Class III directors at the 2023-12-13 meeting.

“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”

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.

“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”

InnovAge Holding Corp. reported financial results for the fiscal fourth quarter and full year ended June 30, 2023.

“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.”

Sean Traynor resigned as Director at InnovAge Holding Corp..

“On August 8, 2023, Sean Traynor of Welsh, Carson, Anderson & Stowe (WCAS) resigned from his position as member of the Board.”

Teresa Sparks was appointed as Director at InnovAge Holding Corp..

“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.”

Barbara Gutierrez departed as Chief Financial Officer at InnovAge Holding Corp..

“Barbara Gutierrez, who will step down from the role of Chief Financial Officer, effective as of the Transition Date, and will remain employed by the Company as Senior Advisor”

Benjamin C. Adams was appointed as Chief Financial Officer at InnovAge Holding Corp..

“The Company) appointed Benjamin C. Adams as Chief Financial Officer of the Company effective July 10, 2023 (the “Transition Date”).”

InnovAge Holding Corp. reported the fiscal third quarter ended March 31, 2023 results: revenue $172.5 million, net income $7.3 million, EPS loss of $0.05 per share.

“Adjusted EBITDA (1) $ 3,789 $ 1,931 $ (1,977) $ 34,895 Adjusted EBITDA margin (1) 2.2 % 1.1 % (0.4) % 6.6 % Fiscal Third Quarter 2023 Financial Performance • Total revenue of $172.5 million, decreased approximately 2.7% compared to $177.4 million in the third quarter of fiscal 2022 • Center-level Contribution Margin (1) of $28.8 million, increased 2.8% compared to”

Pavithra Mahesh resigned as Director at InnovAge Holding Corp..

“On March 29, 2023, Caroline Dechert of Welsh, Carson, Anderson & Stowe (WCAS) and Pavithra Mahesh of Apax Partners each resigned from their positions as members of the Board.”

Caroline Dechert resigned as Director at InnovAge Holding Corp..

“On March 29, 2023, Caroline Dechert of Welsh, Carson, Anderson & Stowe (WCAS) and Pavithra Mahesh of Apax Partners each resigned from their positions as members of the Board.”

Patricia Fontneau was appointed as Director at InnovAge Holding Corp..

“On March 29, 2023, the Board of Directors (the “Board”) of InnovAge Holding Corp. (the “Company”) appointed Patricia “Patty” Fontneau as a new member of the Board.”

Maria Lozzano changed role as Chief Operating Officer at InnovAge Holding Corp..

“Ms. Bent will replace Maria Lozzano, who will step down from her role as Chief Operating Officer, effective as of the Transition Date, and will remain employed by the Company as a Senior Advisor to Ms. Bent and the Company’s Chief Executive Officer.”

Christine Bent was appointed as Chief Operations Officer at InnovAge Holding Corp..

“On March 1, 2023, InnovAge Holding Corp. (the “Company”) announced that its Board of Directors (the “Board”) has appointed Christine Bent as Chief Operations Officer of the Company effective March 20, 2023”

InnovAge Holding Corp. reported the fiscal second quarter ended December 31, 2022 results: revenue $167,456, net income $(10,547), EPS $(0.07).

“Ended ​ Six Months Ended ​ December 31, 2022 ​ December 31, 2021 ​ December 31, 2022 ​ December 31, 2021 in thousands, except percentages and per share amounts ​ Total revenues $ 167,456 ​ ​ $ 175,350 ​ ​ $ 338,674 ​ ​ $ 348,420 ​ Center-level Contribution Margin (1) ​ 22,573 ​ ​ ​ 41,406 ​ ​ ​ 43,997 ​ ​ ​ 83,736 ​ Net Income (Loss) ​ (10,547) ​ ​ ​ 1,106 ​ ​ ​”

InnovAge Holding Corp. shareholders approved Proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2023. at the 2022-12-13 meeting.

“Proposal No. 2: Proposal to ratify the appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2023. The appointment of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2023 was ratified. For Against Abstentions 133,418,044 75,313 325”

InnovAge Holding Corp. shareholders approved Election of directors at the 2022-12-13 meeting.

“Proposal No. 1: Election of directors. The Company’s stockholders elected the following nominees for director to serve as Class II directors for a term expiring at the Company’s annual meeting of stockholders to be held in 2025 and until their successors are duly elected and qualified. Nominee For Withheld Broker Non- Votes James Carlson 132,367,221 122,997 1,003,464 Caroline Dechert 129,962,113 2,528,105 1,003,464 Pavithra Mahesh 129,963,115 2,527,103 1,003,464 Richard Zoretic 130,374,421 2,115,797 1,003,464”

InnovAge Holding Corp. reported the fiscal quarter ended September 30, 2022 results: revenue $171,218 thousand, net income $ (13,699) thousand, EPS $ (0.10) per share - basic and diluted.

“​ ​ ​ ​ ​ ​ ​ ​ Adjusted EBITDA (1) $ (3,815) ​ ​ $ 18,212 ​ Adjusted EBITDA margin (1) ​ (2.2) % ​ ​ 10.5 % ​ Fiscal First Quarter 2023 Financial Performance ● Total revenue of $171.2 million, decreased approximately 1.1% compared to $173.1 million in the first quarter of fiscal 2022 ● Center-level Contribution Margin (1) of $21.4 million, decreased 49.4% compared to”

James G. Carlson was appointed as Chairman of the Board at InnovAge Holding Corp..

“On June 30, 2022, InnovAge Holding Corp. (the “Company”) announced that James G. Carlson had joined the Company’s Board of Directors as Chairman of the Board and a member of the Compensation, Nominating and Governance Committee.”

Patrick Blair was appointed as President and Chief Executive Officer at InnovAge Holding Corp..

“Upon such resignation, the Board appointed Patrick Blair, President of the Company, to serve as President and CEO, effective immediately.”

Maureen Hewitt resigned as Chief Executive Officer at InnovAge Holding Corp..

“On January 1, 2022, Maureen Hewitt, Chief Executive Officer (“CEO”) and a member of the Board of Directors (the “Board”) of InnovAge Holding Corp. (the “Company”), resigned from her positions as CEO and director, effective immediately.”

Patrick Blair was appointed as President at InnovAge Holding Corp..

“On November 12, 2021, InnovAge Holding Corp. (the “Company”) announced that its Board of Directors (the “Board”) has appointed Patrick Blair as President of the Company, reporting directly to the Board, effective December 1, 2021.”