Civic Intelligence

Iona Senior Services

990 • Fiscal year 2014 • EIN 52-1039553

Oct 01, 2013 to Sep 30, 2014 • Filed on Apr 17, 2015

Organization Profilewww.iona.org

View Organization Page

4125 Albermarle Street NW20016

(202) 966-1055

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

18th percentile

0.04x

Higher debt load relative to revenue than 18% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

34th percentile

-0.8%

Higher net margin than 34% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$104,138

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

45th percentile

1.6%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$8,218,596

Up $132,572 (+1.6%) from 2013

Net Assets

Up

$8,080,385

Up $189,321 (+2.4%) from 2013

Liabilities

Down

$138,211

Down $56,749 (-29%) from 2013

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin34th percentile

Revenue

$3,508,047

No earlier filing loaded for comparison.

Expenses

Up

$3,534,850

Up $475,028 (+16%) from 2013

Net Income

-$26,803

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$8,218,596
Liabilities$138,211
Net Assets$8,080,385
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$3,508,047
Expenses$3,534,850
Net Income-$26,803
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Apr 17, 2015
Return Version
2013v4.0
Gross Receipts
$3,542,445
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.

To help seniors live with dignity and independence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,692,544$3,867,402▲ $174,858
Land, Buildings, and Equipment, Net$3,574,926$3,548,514▼ $26,412
Pledges and Grants Receivable$353,876$361,132▲ $7,256
Cash and Non-Interest-Bearing Accounts$310,918$269,301▼ $41,617
Accounts Receivable$139,279$107,123▼ $32,156
Prepaid Expenses and Deferred Charges$14,481$65,124▲ $50,643
Total Assets$8,086,024$8,218,596▲ $132,572
Liabilities
Accounts Payable and Accrued Expenses$162,482$137,406▼ $25,076
Other Liabilities$4,023$0▼ $4,023
Deferred Revenue$28,455$805▼ $27,650
Total Liabilities$194,960$138,211▼ $56,749
Net Assets / Fund Balance
Unrestricted Net Assets$5,694,143$5,812,241▲ $118,098
Permanently Rstr Net Assets$1,341,883$1,341,883→ $0
Temporarily Rstr Net Assets$855,038$926,261▲ $71,223
Total Net Assets Fund Balance$7,891,064$8,080,385▲ $189,321
Total Liabilities and Net Assets / Fund Balance$8,086,024$8,218,596▲ $132,572

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,385,217$1,085,959$4,471,176
Equipment$49,184$1,296,944$1,346,128
Leasehold Improvements$114,113$94,452$208,565

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,685,152-▲ $274,950$101,134$3,858,968
2012$3,380,291-▲ $406,327$101,466$3,685,152
2011$2,843,422-▲ $560,206$23,337$3,380,291
2010$2,988,099-▼ $31,484$103,212$2,843,422
2009$2,871,784-▲ $232,796$106,828$2,988,099
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally S WhiteDirector; Executive DirectorFT$102,510$1,628$104,138

Board Members and Trustees

NameTitle
Sharon L SmithPresident
Debra YogodzinzkiVice President
Elizabeth B O'HaraDirector; At-large
Kathleen StackDirector; At-large
Paul AndersonDirector; At-large
Richard LakeDirector; At-large
Steven MonteiroDirector; Development Committee
Susan LinskyDirector; Development Committee
Robert ToderoDirector; Finance Committee
Jim WilliamsDirector; Governance Committee
Mary Frances McGuinessDirector; Governance Committee
Jeff GordonDirector; Program Committee
Peter FitzgeraldDirector; Program Committee
Rita KillianSecretary
Sam KilpatrickTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
DNE & Associates LLCAccounting services-$133,499
Revenue and Support

Revenue Composition

Contributions and Grants
$2,514,488
Program Service Revenue
$767,585
Investment Income
$78,106
Other Revenue
$147,868
All Other Contributions
$1,022,898
Change in Net Assets
$-26,803

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 Traded3$35,181Fair Market Value
Total Noncash Contributions3$35,181-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,508,047
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$515,272
Total Revenue per Audited Statements
$4,023,319
Total Revenue per Form 990
$3,508,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,378,736
Other Expenses$1,156,114
Total Fundraising Expense$404,890
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,532,123$257,053$183,274$1,972,450
Fees for Services Other$208,394$136,801$25,512$370,707
Occupancy$151,301$90,683$49,517$291,501
Payroll Taxes$124,308$20,856$14,870$160,034
Office Expenses$44,427$40,108$46,145$130,680
Other Employee Benefits$100,152$16,804$11,980$128,936
Current Officers, Directors, Trustees, and Key Employees$80,478$13,502$9,627$103,607
Depreciation Depletion$45,684$34,060$3,464$83,208
Insurance$38,400$2,322$5,220$45,942
Information Technology$1,985$29,428-$31,413
Fees for Service Investment Mgmnt Fees-$28,573-$28,573
Fees for Services Accounting-$27,763-$27,763
Conferences and Meetings$25,013$654-$25,667
Pension Plan Contributions$10,649$1,787$1,273$13,709
Advertising$1,635$551$11,048$13,234
Travel$12,581$313$105$12,999
Other Expenses$2,108$2,713$1,419$6,240
All Other Expenses$385,398$-426,620$41,222-
Total Functional Expenses$2,851,209$278,751$404,890$3,534,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,833,998
Expenses per Audited Statements$3,534,850
Total Expenses per Form 990$3,534,850
Expenses Not Reported on Form 990$299,148
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$34,398
Fundraising Gross Income$16,704
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$150,549$16,704$6,727$9,977
Total Events$150,549$16,704$34,398$-17,694
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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 11

“The 990 is reviewed by the Executive Director and the Finance Director 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 Executive Director, 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 Executive Director. Compensation for all other employees is determined by the Executive Director 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's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Form 990, Part VI, Section C, line 19

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

Filing and Contact Details

Filer

EIN
52-1039553
Phone
2029661055

Signing Officer

Name
Sally White
Title
Executive Director
Phone
2029661055
Signed
2015-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally White
Formed
1975
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
56
Volunteers
475

Preparer

Preparer
Lori A Collingsworth
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Contract services: Program service expenses 208,394. Management and general expenses 136,801. Fundraising expenses 25,512. Total expenses 370,707.”

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 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. 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.”

Part XI, Line 2D - Other Adjustments:

“Direct expenses fundraising events”

Part XII, Line 2D - Other Adjustments:

“Direct expenses fundraising events”

Raw XML AppendixShowing 400 of 617 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/PersonNm1Peter Fitzgerald
IRS990/Form990PartVIISectionAGrp/PersonNm2Jeff Gordon
IRS990/Form990PartVIISectionAGrp/PersonNm3Rita Killian
IRS990/Form990PartVIISectionAGrp/PersonNm4Sam Kilpatrick
IRS990/Form990PartVIISectionAGrp/PersonNm5Richard Lake
IRS990/Form990PartVIISectionAGrp/PersonNm6Susan Linsky
IRS990/Form990PartVIISectionAGrp/PersonNm7Mary Frances McGuiness
IRS990/Form990PartVIISectionAGrp/PersonNm8Steven Monteiro
IRS990/Form990PartVIISectionAGrp/PersonNm9Elizabeth B O'Hara
IRS990/Form990PartVIISectionAGrp/PersonNm10Sharon L Smith
IRS990/Form990PartVIISectionAGrp/PersonNm11Kathleen Stack
IRS990/Form990PartVIISectionAGrp/PersonNm12Robert Todero
IRS990/Form990PartVIISectionAGrp/PersonNm13Jim Williams
IRS990/Form990PartVIISectionAGrp/PersonNm14Debra Yogodzinzki
IRS990/Form990PartVIISectionAGrp/PersonNm15Sally S White
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15102510
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director; At-large
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director; Program Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director; Program Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director; At-large
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director; Development Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director; Governance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director; Development Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director; At-large
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director; At-large
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director; Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director; Governance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director; Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0133845
IRS990/FundraisingDirectExpensesAmt034398
IRS990/FundraisingGrossIncomeAmt016704
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt01357745
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03542445
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt029428
IRS990/InformationTechnologyGrp/ProgramServicesAmt01985
IRS990/InformationTechnologyGrp/TotalAmt031413
IRS990/InsuranceGrp/FundraisingAmt05220
IRS990/InsuranceGrp/ManagementAndGeneralAmt02322
IRS990/InsuranceGrp/ProgramServicesAmt038400
IRS990/InsuranceGrp/TotalAmt045942
IRS990/InvestmentIncomeGrp/ExclusionAmt078106
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt078106
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt03867402
IRS990/IRPDocumentCnt045
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt03548514
IRS990/LandBldgEquipCostOrOtherBssAmt06025869
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
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IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To serve as a respected and trusted provider of essential services for Washington DC elders, their families and the community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07891064
IRS990/NetAssetsOrFundBalancesEOYAmt08080385
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-17694
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-17694
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0198124
IRS990/NoncashContributionsAmt035181
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt049517
IRS990/OccupancyGrp/ManagementAndGeneralAmt090683
IRS990/OccupancyGrp/ProgramServicesAmt0151301
IRS990/OccupancyGrp/TotalAmt0291501
IRS990/OfficeExpensesGrp/FundraisingAmt046145
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt040108
IRS990/OfficeExpensesGrp/ProgramServicesAmt044427
IRS990/OfficeExpensesGrp/TotalAmt0130680
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011980
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016804
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0100152
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0128936
IRS990/OtherExpensesGrp/Desc0Program meals
IRS990/OtherExpensesGrp/Desc1Program supplies
IRS990/OtherExpensesGrp/Desc2Bus operations
IRS990/OtherExpensesGrp/Desc3Dues and subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt014
IRS990/OtherExpensesGrp/FundraisingAmt1200
IRS990/OtherExpensesGrp/FundraisingAmt21419
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0577
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1823
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22713
IRS990/OtherExpensesGrp/ProgramServicesAmt056413
IRS990/OtherExpensesGrp/ProgramServicesAmt121469
IRS990/OtherExpensesGrp/ProgramServicesAmt28691
IRS990/OtherExpensesGrp/ProgramServicesAmt32108
IRS990/OtherExpensesGrp/TotalAmt056413
IRS990/OtherExpensesGrp/TotalAmt122060
IRS990/OtherExpensesGrp/TotalAmt29714
IRS990/OtherExpensesGrp/TotalAmt36240
IRS990/OtherLiabilitiesGrp/BOYAmt04023
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0165562
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0165562
IRS990/OtherRevenueTotalAmt0165562
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0183274
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0257053
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01532123
IRS990/OtherSalariesAndWagesGrp/TotalAmt01972450
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014870
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020856
IRS990/PayrollTaxesGrp/ProgramServicesAmt0124308
IRS990/PayrollTaxesGrp/TotalAmt0160034
IRS990/PensionPlanContributionsGrp/FundraisingAmt01273
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01787
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt010649
IRS990/PensionPlanContributionsGrp/TotalAmt013709
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01341883
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01341883
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0353876
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0361132
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014481
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065124
IRS990/PrincipalOfficerNm0Sally White
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Participant fees/reimb
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0767585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0767585
IRS990/ProgSrvcAccomActy2Grp/Desc0Information, Referral, and Community ProgrammingOver 20,000 individuals accessed information through Iona's website and social media, the Iona Resource Guide, numerous outreach programs and Iona's Information and Referral Helpline. Community programming, targeted toward people who are independent and looking to remain engaged and healthy, offers exercise programs, classes offered through Iona's Take Charge/Age Well Academy, events through the Iona Art Gallery and a variety of volunteer opportunities. Meals with friends are available at Iona's Active Wellness Program at St. Alban's along with fitness classes, a free farmer's market and much more. Home delivered meals help many remain at home for as long as possible.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0806843
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt036814
IRS990/ProgSrvcAccomActy3Grp/Desc0Weinberg Wellness & Arts CenterIona's award-winning Weinberg Wellness & Arts Center supports older adults living with memory loss and/or physical disabilities by offering daily social engagement in a medically -supervised program. Art therapy, exercise, brain-boosting programs, caregiver support, and wellness services help participants and their families thrive. Iona offers a person-centered, holistic approach to care - coupled with a professional staff of registered nurses, certified nursing assistants, program specialists, a social worker, and art therapists.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0727306
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0389453
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Corporate EldercareIona provides confidential, comprehensive support and resources to help employees deal with the challenges of caregiving. The menu of options available through Iona include full- or part-time on-site professional consulting; in-depth customized resources and referrals; and educational seminars, support groups, and articles for employees on aging/caregiving issues.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1AdvocacyThe DC Coalition on Long-Term Care ("the Coalition"), hosted by Iona, completed its eighteenth year in 2014. Dedicated to the development of quality and affordable longterm care options for low-income DC residents with chronic health needs who wish to remain in their homes in the community, the Coalition focused on improvement of wages, health benefits, training, supervision, and opportunities for advancement of the necessary long-term care force.Iona is also the host organization for the DC Senior Advisory Coalition (S.A.C.). The mission of the S.A.C. is to be the unifying voice, advocating to improve the quality of life for and with seniors in the District of Columbia, building a community where all seniors thrive. In 2014, the S.A.C. provided testimony and rallied constituents to testify and be counted in oversight and budget hearings for the DC Office on Aging, the Department of Health Care Finance, and the Department of Health. The Coalition met with and educated DC City Council members about the needs of older adults in the District and successfully advocated for a significant increase in the Office on Aging's budget to better serve older adults in the community.The Connecticut Avenue Pedestrian Action Coalition recruited and trained 80 volunteers to help conduct a traffic engineering study that is shaping the District's response to pedestrian needs along this main artery in the city.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0122555
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0158969
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02207561
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt076955
IRS990/PYOtherExpensesAmt01152330
IRS990/PYOtherRevenueAmt0137565
IRS990/PYProgramServiceRevenueAmt0817967
IRS990/PYRevenuesLessExpensesAmt0180226
IRS990/PYSalariesCompEmpBnftPaidAmt01907492
IRS990/PYTotalExpensesAmt03059822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03240048
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-26803
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0347911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02514488
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02207561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02013651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01893573
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02050294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt010679567
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt078106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt076955
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt070275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt068583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt070834

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,218,596
Liabilities
$138,211
Net assets
$8,080,385
Revenue
$3,508,047
Expenses
$3,534,850
Net income
-$26,803
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