Civic Intelligence

Iona Senior Services

990 • Fiscal year 2015 • EIN 52-1039553

Oct 01, 2014 to Sep 30, 2015 • Filed on May 10, 2016

4125 Albemarle Street NWWashington, DC 20016

(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.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.03x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

61st percentile

6.3%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

42nd percentile

$104,117

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

57th percentile

2.3%

Faster asset growth than 57% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

20%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Up

$8,411,660

Up $193,064 (+2.3%) from 2014

Net Assets

Up

$8,282,214

Up $201,829 (+2.5%) from 2014

Liabilities

Down

$129,446

Down $8,765 (-6.3%) from 2014

Revenue

Up

$4,221,925

Up $713,878 (+20%) from 2014

Expenses

Up

$3,957,663

Up $422,813 (+12%) from 2014

Net Income

Up

$264,262

Up $291,065 (+1086%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$8,411,660
Liabilities$129,446
Net Assets$8,282,214

Operations Trend

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

2015

Revenue$4,221,925
Expenses$3,957,663
Net Income$264,262
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
May 10, 2016
Return Version
2014v6.0
Gross Receipts
$4,771,783
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$3,867,402$4,096,994▲ $229,592
Land, Buildings, and Equipment, Net$3,548,514$3,521,697▼ $26,817
Pledges and Grants Receivable$361,132$426,512▲ $65,380
Cash and Non-Interest-Bearing Accounts$269,301$185,947▼ $83,354
Accounts Receivable$107,123$151,010▲ $43,887
Prepaid Expenses and Deferred Charges$65,124$29,500▼ $35,624
Total Assets$8,218,596$8,411,660▲ $193,064
Liabilities
Accounts Payable and Accrued Expenses$137,406$129,446▼ $7,960
Deferred Revenue$805$0▼ $805
Total Liabilities$138,211$129,446▼ $8,765
Net Assets / Fund Balance
Unrestricted Net Assets$5,812,241$5,787,625▼ $24,616
Permanently Rstr Net Assets$1,341,883$1,447,969▲ $106,086
Temporarily Rstr Net Assets$926,261$1,046,620▲ $120,359
Total Net Assets Fund Balance$8,080,385$8,282,214▲ $201,829
Total Liabilities and Net Assets / Fund Balance$8,218,596$8,411,660▲ $193,064

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,334,907$1,136,269$4,471,176
Equipment$10,832$1,234,559$1,245,391
Leasehold Improvements$175,958$120,141$296,099

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$3,858,968$206,086▲ $219,211$134,870$4,149,395
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally S WhiteEx-Officio; Executive DirectorFT$102,510$1,607$104,117

Board Members and Trustees

NameTitle
Sharon L SmithBoard President
Debra YogodzinskiBoard Vice President
Rita KillianBoard Secretary
Sam KilpatrickBoard Treasurer
Paul MancaDirector; At Large
Tulip ShahDirector; At Large
Kathleen StackDirector; Development Committee
Richard LakeDirector; Development Committee
Steven MonteiroDirector; Development Committee
Susan LinskyDirector; Development Committee
Elizabeth B O'HaraDirector; Finance Committee
Robert ToderoDirector; Finance Committee
Paul AndersonDirector; Fundraising Committee
Jim WilliamsDirector; Governance Committee
Mary Frances McGuinessDirector; Governance Committee
Jeff GordonDirector; Program Committee
Peter FitzgeraldDirector; Program Committee

Highest Paid Contractors

ContractorServicesLocationCompensation
DNE & Associates LLCAccounting services8501 Brook Road, McLean, VA 22102$133,499
Revenue and Support

Revenue Composition

Contributions and Grants
$2,811,157
Program Service Revenue
$910,663
Investment Income
$282,194
Other Revenue
$217,911
All Other Contributions
$1,340,690
Change in Net Assets
$264,262

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 Traded7$235,299Fair Market Value
Total Noncash Contributions7$235,299-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,221,925
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$127,615
Total Revenue per Audited Statements
$4,349,540
Total Revenue per Form 990
$4,221,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,651,763
Other Expenses$1,305,900
Total Fundraising Expense$453,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,651,244$368,556$214,602$2,234,402
Fees for Services Other$280,003$145,686$5,275$430,964
Occupancy$126,098$112,365$43,441$281,904
Payroll Taxes$133,487$29,794$17,349$180,630
Office Expenses$50,932$43,240$68,537$162,709
Depreciation Depletion$68,622$50,338$5,831$124,791
Other Employee Benefits$85,428$19,068$11,103$115,599
Current Officers, Directors, Trustees, and Key Employees$78,101$17,432$10,150$105,683
Insurance$41,706$4,755$5,451$51,912
Information Technology$40,159$6,982-$47,141
Conferences and Meetings$31,108$799$777$32,684
Fees for Service Investment Mgmnt Fees-$29,374-$29,374
Fees for Services Accounting-$28,208-$28,208
Advertising$1,602$3,769$18,588$23,959
Travel$19,140$164$87$19,391
Pension Plan Contributions$11,418$2,548$1,483$15,449
Other Expenses$2,251$157$2,710$2,408
All Other Expenses$446,266$-493,985$47,719-
Total Functional Expenses$3,130,368$373,895$453,400$3,957,663

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,147,711
Expenses per Audited Statements$3,957,663
Total Expenses per Form 990$3,957,663
Expenses Not Reported on Form 990$190,048
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$40,013
Fundraising Gross Income$17,856
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art of Caring Luncheon$123,401$17,856$11,253$6,603
Total Events$123,401$17,856$40,013$-22,157
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 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
Sally White
Title
Executive Director
Phone
2029661055
Signed
2016-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally White
Formed
1975
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
13
Employees
56
Volunteers
450

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Lori A Collingsworth
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A, Consultation, Care Management, and

Counseling: (continued) In addition, Iona offers mental health counseling and support groups to help people better cope with caregiver stress, grief, loss, depression, chronic illness such as Parkinson's, low vision or other disabilities, memory loss, and major life transitions.

Form 990, Part III, Line 4B, Harry and Jeanette Weinberg Adult Day Health,

Wellness, and Arts Center: (continued) The Center was most recently recognized as an "Excellence in Care/Dementia Program of Distinction" for 2013-2015 by the Alzheimer's Foundation of America.

Form 990, Part III, Line 4C, Information, Referral, and Community

Programming: (continued) Iona also supports active older adults who want to live vibrant lives through the innovative Take Charge/Age Well Academy, fitness classes in Iona's exercise studio, and arts activities including workshops with local artists, opera appreciation, and play readings. Iona's Active Wellness Program at St. Alban's provides opportunities for socializing, life-long learning, and wellness classes. Activities include a nutritious lunch, exercise, computer classes, a Farmer's Market, nutrition education, and field trips. In fiscal year 2015, 450 volunteers gave 27,946 hours of their time and talent in service to Iona's mission.

Form 990, Part IX, line 11G

Contract services: Program service expenses 280,003. Management and general expenses 145,686. Fundraising expenses 5,275. Total expenses 430,964.

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. 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

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IRS990/Form990PartVIISectionAGrp/PersonNm0Paul Anderson
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/PersonNm8Paul Manca
IRS990/Form990PartVIISectionAGrp/PersonNm9Steven Monteiro
IRS990/Form990PartVIISectionAGrp/PersonNm10Elizabeth B O'Hara
IRS990/Form990PartVIISectionAGrp/PersonNm11Tulip Shah
IRS990/Form990PartVIISectionAGrp/PersonNm12Sharon L Smith
IRS990/Form990PartVIISectionAGrp/PersonNm13Kathleen Stack
IRS990/Form990PartVIISectionAGrp/PersonNm14Robert Todero
IRS990/Form990PartVIISectionAGrp/PersonNm15Jim Williams
IRS990/Form990PartVIISectionAGrp/PersonNm16Debra Yogodzinski
IRS990/Form990PartVIISectionAGrp/PersonNm17Sally S White
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17102510
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director; Fundraising Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director; Program Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director; Program Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director; Development Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director; Development Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director; Governance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director; At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director; Development Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director; Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director; At Large
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board President
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director; Development Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director; Finance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director; Governance Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Ex-Officio; Executive Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0105545
IRS990/FundraisingDirectExpensesAmt040013
IRS990/FundraisingGrossIncomeAmt017856
IRS990/GainOrLossGrp/SecuritiesAmt0200643
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt01364922
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0710488
IRS990/GrossReceiptsAmt04771783
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06982
IRS990/InformationTechnologyGrp/ProgramServicesAmt040159
IRS990/InformationTechnologyGrp/TotalAmt047141
IRS990/InsuranceGrp/FundraisingAmt05451
IRS990/InsuranceGrp/ManagementAndGeneralAmt04755
IRS990/InsuranceGrp/ProgramServicesAmt041706
IRS990/InsuranceGrp/TotalAmt051912
IRS990/InvestmentIncomeGrp/ExclusionAmt081551
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt081551
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03867402
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04096994
IRS990/IRPDocumentCnt046
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02490969
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03548514
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03521697
IRS990/LandBldgEquipCostOrOtherBssAmt06012666
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0509845
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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/NetAssetsOrFundBalancesBOYAmt08080385
IRS990/NetAssetsOrFundBalancesEOYAmt08282214
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0200643
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0200643
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-22157
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-22157
IRS990/NetUnrelatedBusTxblIncmAmt0-3656
IRS990/NetUnrlzdGainsLossesInvstAmt0-62433
IRS990/NoncashContributionsAmt0235299
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt043441
IRS990/OccupancyGrp/ManagementAndGeneralAmt0112365
IRS990/OccupancyGrp/ProgramServicesAmt0126098
IRS990/OccupancyGrp/TotalAmt0281904
IRS990/OfficeExpensesGrp/FundraisingAmt068537
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043240
IRS990/OfficeExpensesGrp/ProgramServicesAmt050932
IRS990/OfficeExpensesGrp/TotalAmt0162709
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011103
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019068
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt085428
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0115599
IRS990/OtherExpensesGrp/Desc0Program meals
IRS990/OtherExpensesGrp/Desc1Program supplies
IRS990/OtherExpensesGrp/Desc2Dues and subscriptions
IRS990/OtherExpensesGrp/Desc3Bus operations
IRS990/OtherExpensesGrp/FundraisingAmt0297
IRS990/OtherExpensesGrp/FundraisingAmt12710
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0627
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14018
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2157
IRS990/OtherExpensesGrp/ProgramServicesAmt039371
IRS990/OtherExpensesGrp/ProgramServicesAmt118925
IRS990/OtherExpensesGrp/ProgramServicesAmt24507
IRS990/OtherExpensesGrp/ProgramServicesAmt32251
IRS990/OtherExpensesGrp/TotalAmt039371
IRS990/OtherExpensesGrp/TotalAmt119849
IRS990/OtherExpensesGrp/TotalAmt211235
IRS990/OtherExpensesGrp/TotalAmt32408
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1Resource Guide advertising
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0180718
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0180718
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt159350
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt059350
IRS990/OtherRevenueTotalAmt0240068
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0214602
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0368556
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01651244
IRS990/OtherSalariesAndWagesGrp/TotalAmt02234402
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt017349
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029794
IRS990/PayrollTaxesGrp/ProgramServicesAmt0133487
IRS990/PayrollTaxesGrp/TotalAmt0180630
IRS990/PensionPlanContributionsGrp/FundraisingAmt01483
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02548
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011418
IRS990/PensionPlanContributionsGrp/TotalAmt015449
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01341883
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01447969
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0361132
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0426512
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt065124
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029500
IRS990/PrincipalOfficerNm0Sally White
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Participant fees/reimburse.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0910663
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0910663
IRS990/ProgSrvcAccomActy2Grp/Desc0Harry and Jeanette Weinberg Adult Day Health, Wellness, and Arts Center: Iona's Harry and Jeanette Weinberg Adult Day Health, Wellness, and Arts Center ("the Center") is an award-winning, state-of-the-art adult day health program that provides holistic, individualized care and robust programming, including art therapies for older adults in a safe, medically-supervised and social community. Iona's trained and experienced staff members care for and engage older adults living with Alzheimer's or Parkinson's disease, diabetes, stroke, and many other chronic conditions and/or physical and intellectual disabilities, while providing support and respite to their family caregivers. See Schedule O for Continuation
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0845638
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0411964
IRS990/ProgSrvcAccomActy3Grp/Desc0Information, Referral, and Community Programming: In addition to the 3,000 older adults and family caregivers annually, who are directly helped by Iona to cope with the complex challenges of aging, Iona reaches 20,000 people with information from its website and free Resource Guide. In fiscal year 2015, 4,605 calls to Iona's Helpline from 2,869 people were answered by expert staff comprised of social workers and nurses who connect people to resources at Iona and beyond. See Schedule O for Continuation
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0832774
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt064262
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Corporate Eldercare:Iona provides confidential, comprehensive support and resources to help employees through the challenges of caregiving. The services Iona provides include full- or parttime onsite professional consulting by a licensed social worker; in-depth customized resources and referrals; educational seminars on caregiving and retirement; professionally-facilitated support groups; and articles for employees on aging/caregiving issues.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Advocacy:Iona hosts three advocacy groups that work for fair, rational, and person-centered older adult services in Washington, DC. The DC Coalition on Long-Term Care ("the Coalition") was founded in 1995 by concerned consumers, advocates, and health care providers to develop quality and affordable long-term care options for low-income DC older adults and persons with disabilities or chronic health care needs to age in place. The Coalition's current work is focused on wage improvement, health benefits, training, supervision, and opportunities for advancement of the necessary long-term care workforce.The DC Senior Advisory Coalition (S.A.C.) was founded in 2009 by community-based providers to be a supportive voice for and with older adults in the District of Columbia, to build a community where all seniors thrive. Iona's Executive Director currently cochairs the group of more than 50 member service providers and dedicated individual advocates as they work in four important areas: the DC Office on Aging's fiscal apportionment, and the provision of meals, transportation, and housing for the most vulnerable, low-income older adults in the city.Iona's Citizens Advisory Group (CAG) members are designated representatives of local aging-in-place villages, citizen advocacy initiatives, Advisory Neighborhood Commissions (ANC), local congregations in Wards 2 and 3 of Washington, DC, and respected activists. CAG members discuss critical issues affecting older adults living in Wards 2 and 3 and the impact of public policy on the quality of life of older adults. The members advocate and provide education that will empower and inform their fellow 60+ residents.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0101631
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0173434
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02514488
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt078106
IRS990/PYOtherExpensesAmt01156114
IRS990/PYOtherRevenueAmt0147868
IRS990/PYProgramServiceRevenueAmt0767585
IRS990/PYRevenuesLessExpensesAmt0-26803
IRS990/PYSalariesCompEmpBnftPaidAmt02378736
IRS990/PYTotalExpensesAmt03534850
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03508047
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00

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Filings

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