Civic Intelligence

Iona Senior Services

EIN 52-1039553 • 501(c)3 • Washington, DC

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Profile

Iona supports people as they experience the challenges and opportunities of aging. We educate, advocate, and provide community-based services to help people age well and live well.

4125 Albemarle Street NWWashington, DC 20016

www.iona.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.22x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.37x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

47th percentile

3.5%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$270,634

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

51st percentile

5.3%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$16,756,439

Up $844,045 (+5.3%) from 2023

Liabilities

Up

$3,610,347

Up $194,500 (+5.7%) from 2023

Net Assets

Up

$13,146,092

Up $649,545 (+5.2%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin47th percentile

Revenue

Up

$9,683,043

Up $1,778,606 (+23%) from 2023

Expenses

Up

$9,339,591

Up $559,507 (+6.4%) from 2023

Net Income

Up

$343,452

Up $1,219,099 (+139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $7,047,939Liabilities 2010: $146,338Net Assets 2010: $6,901,6012010Assets 2011: $6,937,553Liabilities 2011: $130,698Net Assets 2011: $6,806,8552011Assets 2012: $7,596,343Liabilities 2012: $214,110Net Assets 2012: $7,382,2332012Assets 2013: $8,086,024Liabilities 2013: $194,960Net Assets 2013: $7,891,0642013Assets 2014: $8,218,596Liabilities 2014: $138,211Net Assets 2014: $8,080,3852014Assets 2015: $8,411,660Liabilities 2015: $129,446Net Assets 2015: $8,282,2142015Assets 2016: $8,522,851Liabilities 2016: $196,822Net Assets 2016: $8,326,0292016Assets 2017: $10,851,956Liabilities 2017: $252,876Net Assets 2017: $10,599,0802017Assets 2018: $11,728,406Liabilities 2018: $107,792Net Assets 2018: $11,620,6142018Assets 2019: $12,752,786Liabilities 2019: $191,717Net Assets 2019: $12,561,0692019Assets 2020: $15,991,581Liabilities 2020: $1,694,229Net Assets 2020: $14,297,3522020Assets 2021: $16,563,126Liabilities 2021: $1,736,200Net Assets 2021: $14,826,9262021Assets 2022: $14,651,739Liabilities 2022: $1,808,263Net Assets 2022: $12,843,4762022Assets 2023: $15,912,394Liabilities 2023: $3,415,847Net Assets 2023: $12,496,5472023Assets 2024: $16,756,439Liabilities 2024: $3,610,347Net Assets 2024: $13,146,0922024

Highlighted filing

2024

Assets$16,756,439
Liabilities$3,610,347
Net Assets$13,146,092
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $2,865,1302010Expenses 2011: $2,803,2462011Expenses 2012: $2,914,7522012Expenses 2013: $3,059,8222013Revenue 2014: $3,508,047Expenses 2014: $3,534,850Net Income 2014: -$26,8032014Revenue 2015: $4,221,925Expenses 2015: $3,957,663Net Income 2015: $264,2622015Revenue 2016: $4,223,372Expenses 2016: $4,229,715Net Income 2016: -$6,3432016Revenue 2017: $6,554,715Expenses 2017: $4,589,586Net Income 2017: $1,965,1292017Revenue 2018: $6,775,323Expenses 2018: $5,834,180Net Income 2018: $941,1432018Revenue 2019: $7,130,140Expenses 2019: $6,470,796Net Income 2019: $659,3442019Revenue 2020: $8,355,343Expenses 2020: $6,864,512Net Income 2020: $1,490,8312020Revenue 2021: $7,664,023Expenses 2021: $7,194,993Net Income 2021: $469,0302021Revenue 2022: $7,214,895Expenses 2022: $8,626,599Net Income 2022: -$1,411,7042022Revenue 2023: $7,904,437Expenses 2023: $8,780,084Net Income 2023: -$875,6472023Revenue 2024: $9,683,043Expenses 2024: $9,339,591Net Income 2024: $343,4522024

Highlighted filing

2024

Revenue$9,683,043
Expenses$9,339,591
Net Income$343,452
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,756,439
Liabilities
$3,610,347
Net assets
$13,146,092
Revenue
$9,683,043
Expenses
$9,339,591
Net income
$343,452
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.8$3.61$13.1$9.68$9.34$0.34
2023Detailed filing. Detailed filing data is available for this year.$15.9$3.42$12.5$7.90$8.78$0.88
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$1.81$12.8$7.21$8.63$1.41
2021Detailed filing. Detailed filing data is available for this year.$16.6$1.74$14.8$7.66$7.19$0.47
2020Detailed filing. Detailed filing data is available for this year.$16.0$1.69$14.3$8.36$6.86$1.49
2019Detailed filing. Detailed filing data is available for this year.$12.8$0.19$12.6$7.13$6.47$0.66
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.11$11.6$6.78$5.83$0.94
2017Detailed filing. Detailed filing data is available for this year.$10.9$0.25$10.6$6.55$4.59$1.97
2016Detailed filing. Detailed filing data is available for this year.$8.52$0.20$8.33$4.22$4.23$0.01
2015Detailed filing. Detailed filing data is available for this year.$8.41$0.13$8.28$4.22$3.96$0.26
2014Detailed filing. Detailed filing data is available for this year.$8.22$0.14$8.08$3.51$3.53$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.09$0.19$7.89$3.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$0.21$7.38$2.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$0.13$6.81$2.80
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.15$6.90$2.87
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$10,953,462
Mission and Program Overview

Mission

To serve as a respected and trusted provider of essential services for Washington DC elders, their families and the community.

Iona supports people as they experience the challenges and opportunities of aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,726,181$8,273,129▲ $1,546,948
Land, Buildings, and Equipment, Net$5,476,448$5,260,469▼ $215,979
Pledges and Grants Receivable$1,172,087$939,521▼ $232,566
Investments Other Securities$359,688$311,182▼ $48,506
Accounts Receivable$304,969$182,069▼ $122,900
Cash and Non-Interest-Bearing Accounts$86,751$66,995▼ $19,756
Prepaid Expenses and Deferred Charges$39,196$42,882▲ $3,686
Total Assets$15,912,394$16,756,439▲ $844,045
Other Assets Total$1,747,074$1,680,192▼ $66,882
Liabilities
Other Liabilities$2,732,451$2,654,900▼ $77,551
Accounts Payable and Accrued Expenses$328,396$605,341▲ $276,945
Mortgage Notes Payable Secured by Investment Property$350,000$350,000→ $0
Deferred Revenue$5,000$106▼ $4,894
Total Liabilities$3,415,847$3,610,347▲ $194,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,534,100$7,143,743▲ $609,643
Net Assets With Donor Restrictions$5,962,447$6,002,349▲ $39,902
Total Net Assets Fund Balance$12,496,547$13,146,092▲ $649,545
Total Liabilities and Net Assets / Fund Balance$15,912,394$16,756,439▲ $844,045

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,647,702$1,822,124$4,469,826
Leasehold Improvements$1,873,001$932,537$2,805,538
Equipment$234,423$1,515,047$1,749,470
Other Land Buildings$505,343$46,446$551,789
Other Assets Org$1,680,192--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$7,062,139$830,400▲ $1,357,857$720,558$8,529,838
2022$6,418,937-▲ $1,542,915$899,713$7,062,139
2021$6,898,210-▼ $402,641$76,632$6,418,937
2020$6,499,849-▲ $722,912$324,551$6,898,210
2019$6,184,421-▲ $612,242$296,814$6,499,849
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joon Y BangCEOFT$225,470$45,164$270,634
Deborah RubensteinDirector of Community ProgramsFT$144,728$2,745$147,473
Nina AustinDirector of OperationFT$103,784$9,264$113,048

Board Members and Trustees

NameTitle
Sam KilpatrickBoard Treas.,Finance Comm Chair, Executive Comm
Chip HastieBoard Vice President & Finance Committee
Jeneen RamosBoard Pres., Exec. COM. & DEIB COM.
Ruthann BatesFinance and Admin Committee
BB OteroFinance Committee
Patricia Patti A EarnestGovernace & Finance Committee
Mary Frances McGuinessGovernance Committee & Fund Raising Committee
David AndrewsMember
Dwane JonesMember
Judith KozlowskiMember
Ralph BazilioMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Capital City LimousineTransportation ServicesP O BOX 91077, Washington, DC 20090$308,656
Malvina KayFinance contractor318 Wolfe St, Fredericksburg, VA 22401$236,220
Bazilio Cobb Associates PCAccounting servicest/staffing4550 Forbes Boulvard Suite 130, Lanham, MD 20706$108,305
Social Solutions Global IncCRM software developmentP O BOX 123935 Dept 3935, Dallas, TX 75312$105,420
Dave Reynolds & Associates LLCFitness Contractor2100 Edgewater Pkway, Silver Spring, MD 20903$101,910
Revenue and Support

Revenue Composition

Contributions and Grants
$7,059,328
Program Service Revenue
$1,444,045
Investment Income
$1,016,636
Other Revenue
$163,034
All Other Contributions
$3,120,785
Change in Net Assets
$343,452

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$57,067Fair Market Value (FMV)
Other Non Cash Contri Table2$1,425-
Total Noncash Contributions12$58,492-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,629,452
Revenue Not Reported on Financial Statements
$53,591
Revenue Not Reported on Form 990
$326,093
Total Revenue per Audited Statements
$9,955,545
Total Revenue per Form 990
$9,683,043
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,746,914
Other Expenses$3,592,677
Total Fundraising Expense$812,472
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,745,515$545,753$435,781$4,727,049
Fees for Services Other$545,525$749,741$63,404$1,358,670
Occupancy$444,249$248,531-$692,780
Payroll Taxes$288,863$42,090$33,608$364,561
Other Employee Benefits$244,844$35,676$28,487$309,007
Depreciation Depletion$108,308$167,130-$275,438
Current Officers, Directors, Trustees, and Key Employees$208,472$30,375$24,254$263,101
Information Technology$38,592$79,148$92,840$210,580
Office Expenses$11,594$110,730$39,443$161,767
Pension Plan Contributions$65,920$9,606$7,670$83,196
Conferences and Meetings$21,755$10,626$37,001$69,382
Insurance-$69,340-$69,340
Fees for Service Investment Mgmnt Fees-$53,591-$53,591
All Other Expenses$532,528$-540,186$46,928$39,270
Fees for Services Accounting-$31,605-$31,605
Other Expenses$3,096$20,770$168$23,866
Advertising$2,561$192$2,888$5,641
Total Functional Expenses$6,819,284$1,707,835$812,472$9,339,591

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,339,591
Total Expenses per Audited Statements$9,306,000
Expenses per Audited Statements$9,286,000
Expenses Not Reported on Financial Statements$53,591
Expenses Not Reported on Form 990$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease liabilities - operating lease$2,654,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The 990 is reviewed by the CEO, Finance Director, and Chair of the Finance Committee prior to filing. Iona submits the Form 990 to the organization's governing body before filing.”

Form 990, Part VI, Section B, line 12C

“Each member of the Board and certain staff members and volunteers complete the Conflict of Interest Reporting Form annually and submit it to the CEO, who shares all reports with the President of the Board for any appropriate action.”

Form 990, Part VI, Section B, line 15

“The Board of Directors determines the salary for the CEO. Compensation for all other employees is determined by the CEO and management staff based on comparable compensation rates for similar organizations and positions, market data and the level of resources available for the position.”

Form 990, Part VI, Section C, line 18

“Iona makes its 990 available to the public upon request.”

Form 990, Part VI, Section C, line 19

“Iona's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Iona Senior Services
EIN
52-1039553
Phone
2029661055
Address
4125 Albemarle Street NW, Washington, DC 20016

Signing Officer

Name
Joon Bang
Title
CEO
Phone
2029661055
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joon Bang
Formed
1975
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
11
Employees
97
Volunteers
275

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Jie Chen CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Contract services: Program service expenses 545,525. Management and general expenses 749,741. Fundraising expenses 63,404. Total expenses 1,358,670.”

Form 990, Part XII, Line 2C:

“Iona's Board of Directors is responsible for oversight of the audit including selection of the independent accountant. The process has not changed from prior years.”

Financial Statement Notes

Part V, Line 4:

“Iona's building endowment has been funded by donor-restricted contributions to be held in perpetuity, the earnings of which are to be used for building-related expenditures including operations, maintenance, repairs and replacements, and capital improvements. Braxton I Warner Memorial endowment has been funded by donor-restricted contributions to be held in perpetuity, the earnings of which are to be used to establish a training fund to provide special training on an annual basis for the staff of Iona. Caregiver Support endowment has been funded by donor-restricted contributions to be held in perpetuity, the earnings of which are to be used to provide scholarships and related support for needy senior citizens in the Washington, D.C. area to attend Iona Wellness and Arts Programs. Jerome Jacobson Foundation endowment has been funded by donor-restricted contributions to be held in perpetuity, the earnings of which are to be used in support of Iona's programs and services. Iona maintains a Board-designated endowment fund for support of Iona's programs”

Part X, Line 2:

“Management has evaluated Iona's tax positions and concluded that its financial statements do not contain any uncertain tax positions.”

Raw XML AppendixShowing 400 of 650 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Jeneen Ramos
IRS990/Form990PartVIISectionAGrp/PersonNm1Chip Hastie
IRS990/Form990PartVIISectionAGrp/PersonNm2Sam Kilpatrick
IRS990/Form990PartVIISectionAGrp/PersonNm3Mary Frances McGuiness
IRS990/Form990PartVIISectionAGrp/PersonNm4BB Otero
IRS990/Form990PartVIISectionAGrp/PersonNm5Ruthann Bates
IRS990/Form990PartVIISectionAGrp/PersonNm6Dwane Jones
IRS990/Form990PartVIISectionAGrp/PersonNm7Ralph Bazilio
IRS990/Form990PartVIISectionAGrp/PersonNm8Patricia Patti A Earnest
IRS990/Form990PartVIISectionAGrp/PersonNm9Judith Kozlowski
IRS990/Form990PartVIISectionAGrp/PersonNm10David Andrews
IRS990/Form990PartVIISectionAGrp/PersonNm11Joon Y Bang
IRS990/Form990PartVIISectionAGrp/PersonNm12Deborah Rubenstein
IRS990/Form990PartVIISectionAGrp/PersonNm13Nina Austin
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Pres., Exec. Com. & DEIB Com.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Vice President & Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Treas.,Finance Comm Chair, Executive Comm
IRS990/Form990PartVIISectionAGrp/TitleTxt3Governance Committee & Fund Raising Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Finance Committee
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IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director of Community Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director of Operation
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IRS990/MissionDesc0Iona supports people as they experience the challenges and opportunities of aging. We educate, advocate, and provide community-based services to help people age well and live well.
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IRS990/PrincipalOfficerNm0Joon Bang
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IRS990/ProgSrvcAccomActy2Grp/Desc0Adult Day Health: Iona's award-winning adult day health program provides holistic, individualized, and person-centered care for older adults in a safe, medically supervised and social community. Professional medial and program staff care for and engage older adults living with Alzheimer's or Parkinson's disease, dementia, intellectual and developmental disabilities, diabetes and stroke, and many other chronic conditions while providing support and respite to their family caregivers. In FY 24, Iona's Washington Home Adult Day Health Center (Congress Heights) and Harry and Jeanette Weinberg Wellness & Arts Center combined provided 130 older individuals with 11,122 days of care while supporting 167 family caregivers.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02858836
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01028074
IRS990/ProgSrvcAccomActy3Grp/Desc0Consultation, Care Management and Counseling: Iona's social service programs provide support for older adults and family caregivers provide support for older adults and family caregivers facing difficult transitions, isolation, loss of family and social supports, and/or serious health challenges that impact their safety, well-being, and ability to remain in the home of their choice. Through these programs, a multi-disciplinary team of compassionate and highly trained social workers, psychotherapists, and registered nurses provide intensive, customized, person-centered support, information referrals, and other solutions to older adults and families, helping them navigate complex challenges. In FY 24, 3,337 individuals received care management, information and referral, and counseling services.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0729548
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0387977
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