Civic Intelligence

Iona Senior Services

990 • Fiscal year 2016 • EIN 52-1039553

Oct 01, 2015 to Sep 30, 2016 • Filed on May 09, 2017

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

23rd percentile

0.02x

Higher debt load relative to assets than 23% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

21st percentile

0.05x

Higher debt load relative to revenue than 21% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

39th percentile

-0.2%

Higher net margin than 39% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$109,993

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

0.0%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$8,522,851

Up $111,191 (+1.3%) from 2015

Net Assets

Up

$8,326,029

Up $43,815 (+0.5%) from 2015

Liabilities

Up

$196,822

Up $67,376 (+52%) from 2015

Revenue

Up

$4,223,372

Up $1,447 (+0.0%) from 2015

Expenses

Up

$4,229,715

Up $272,052 (+6.9%) from 2015

Net Income

Down

-$6,343

Down $270,605 (-102%) from 2015

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

2016

Assets$8,522,851
Liabilities$196,822
Net Assets$8,326,029

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

2016

Revenue$4,223,372
Expenses$4,229,715
Net Income-$6,343
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
May 9, 2017
Return Version
2015v3.0
Gross Receipts
$4,708,705
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 support people as they experience the challenges and opportunities of aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,096,994$4,148,261▲ $51,267
Land, Buildings, and Equipment, Net$3,521,697$3,498,398▼ $23,299
Pledges and Grants Receivable$426,512$681,111▲ $254,599
Accounts Receivable$151,010$132,390▼ $18,620
Cash and Non-Interest-Bearing Accounts$185,947$37,068▼ $148,879
Prepaid Expenses and Deferred Charges$29,500$25,623▼ $3,877
Total Assets$8,411,660$8,522,851▲ $111,191
Liabilities
Accounts Payable and Accrued Expenses$129,446$196,822▲ $67,376
Total Liabilities$129,446$196,822▲ $67,376
Net Assets / Fund Balance
Unrestricted Net Assets$5,787,625$5,653,549▼ $134,076
Permanently Rstr Net Assets$1,447,969$1,486,015▲ $38,046
Temporarily Rstr Net Assets$1,046,620$1,186,465▲ $139,845
Total Net Assets Fund Balance$8,282,214$8,326,029▲ $43,815
Total Liabilities and Net Assets / Fund Balance$8,411,660$8,522,851▲ $111,191

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,211,070$1,258,756$4,469,826
Equipment$112,839$1,201,430$1,314,269
Leasehold Improvements$174,489$147,654$322,143

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,149,395$38,046▲ $234,121$278,423$4,143,139
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally S WhiteEx-Officio; Executive DirectorFT$106,917$3,076$109,993

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
DNE & Associates LLCAccounting services8501 Brook Road, McLean, VA 22102$133,342
Revenue and Support

Revenue Composition

Contributions and Grants
$2,800,889
Program Service Revenue
$1,076,479
Investment Income
$184,584
Other Revenue
$161,420
All Other Contributions
$1,047,713
Change in Net Assets
$-6,343

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 Traded8$81,864Fair Market Value
Total Noncash Contributions8$81,864-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,223,372
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$234,867
Total Revenue per Audited Statements
$4,458,239
Total Revenue per Form 990
$4,223,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,854,332
Other Expenses$1,375,383
Total Fundraising Expense$510,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,790,233$371,813$232,989$2,395,035
Fees for Services Other$281,574$159,742$29,730$471,046
Occupancy$125,507$111,839$43,238$280,584
Payroll Taxes$142,164$29,526$18,502$190,192
Depreciation Depletion$63,326$48,587$4,961$116,874
Current Officers, Directors, Trustees, and Key Employees$81,213$16,868$10,570$108,651
Other Employee Benefits$80,519$16,722$10,479$107,720
Office Expenses$17,546$50,395$35,546$103,487
Conferences and Meetings$35,556$1,831$51,396$88,783
Pension Plan Contributions$39,418$8,187$5,129$52,734
Insurance$40,822$4,654$5,336$50,812
Information Technology$34,648$6,024-$40,672
Fees for Services Accounting-$31,869-$31,869
Fees for Service Investment Mgmnt Fees-$29,683-$29,683
Travel$16,117$5,987$2,414$24,518
Advertising-$759$4,228$4,987
Other Expenses$989$366$405$1,760
All Other Expenses$464,495$-514,547$50,052-
Total Functional Expenses$3,329,227$389,526$510,962$4,229,715

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,414,424
Expenses per Audited Statements$4,229,715
Total Expenses per Form 990$4,229,715
Expenses Not Reported on Form 990$184,709
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$29,235
Fundraising Gross Income$10,848
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art of Caring Luncheon$356,180$10,848$7,998$2,850
Total Events$356,180$10,848$29,235$-18,387
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
2017-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally White
Formed
1975
Legal Domicile
Dc
Voting Board Members
16
Independent Board Members
16
Employees
63
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 2016, 450 volunteers gave 20,779 hours of their time and talent in service to Iona's mission.

Form 990, Part IX, line 11G

Contract services: Program service expenses 281,574. Management and general expenses 159,742. Fundraising expenses 29,730. Total expenses 471,046.

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/PersonNm9Richard Lake
IRS990/Form990PartVIISectionAGrp/PersonNm10Susan Linsky
IRS990/Form990PartVIISectionAGrp/PersonNm11Paul Manca
IRS990/Form990PartVIISectionAGrp/PersonNm12Steven Monteiro
IRS990/Form990PartVIISectionAGrp/PersonNm13Tulip Shah
IRS990/Form990PartVIISectionAGrp/PersonNm14Kathleen Stack
IRS990/Form990PartVIISectionAGrp/PersonNm15Sharon L Smith
IRS990/Form990PartVIISectionAGrp/PersonNm16Sally 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/ReportableCompFromOrgAmt16106917
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Ex-Officio; Executive Director
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IRS990/InformationTechnologyGrp/ProgramServicesAmt034648
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IRS990/InsuranceGrp/ManagementAndGeneralAmt04654
IRS990/InsuranceGrp/ProgramServicesAmt040822
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IRS990/MinutesOfCommitteesInd01
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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
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-18387
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IRS990/NetUnrlzdGainsLossesInvstAmt050158
IRS990/NoncashContributionsAmt081864
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt043238
IRS990/OccupancyGrp/ManagementAndGeneralAmt0111839
IRS990/OccupancyGrp/ProgramServicesAmt0125507
IRS990/OccupancyGrp/TotalAmt0280584
IRS990/OfficeExpensesGrp/FundraisingAmt035546
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050395
IRS990/OfficeExpensesGrp/ProgramServicesAmt017546
IRS990/OfficeExpensesGrp/TotalAmt0103487
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010479
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016722
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt080519
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0107720
IRS990/OtherExpensesGrp/Desc0Program meals/ supplies
IRS990/OtherExpensesGrp/Desc1Dues and subscriptions
IRS990/OtherExpensesGrp/Desc2Bad debt
IRS990/OtherExpensesGrp/Desc3Bus operations
IRS990/OtherExpensesGrp/FundraisingAmt027
IRS990/OtherExpensesGrp/FundraisingAmt15960
IRS990/OtherExpensesGrp/FundraisingAmt2405
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03032
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11550
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24639
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3366
IRS990/OtherExpensesGrp/ProgramServicesAmt0109037
IRS990/OtherExpensesGrp/ProgramServicesAmt16063
IRS990/OtherExpensesGrp/ProgramServicesAmt2989
IRS990/OtherExpensesGrp/TotalAmt0112096
IRS990/OtherExpensesGrp/TotalAmt113573
IRS990/OtherExpensesGrp/TotalAmt24639
IRS990/OtherExpensesGrp/TotalAmt31760
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1Resource Guide advertising
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0178807
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0178807
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01000
IRS990/OtherRevenueTotalAmt0179807
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0371813
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01790233
IRS990/OtherSalariesAndWagesGrp/TotalAmt02395035
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt018502
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029526
IRS990/PayrollTaxesGrp/ProgramServicesAmt0142164
IRS990/PayrollTaxesGrp/TotalAmt0190192
IRS990/PensionPlanContributionsGrp/FundraisingAmt05129
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08187
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt039418
IRS990/PensionPlanContributionsGrp/TotalAmt052734
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01447969
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01486015
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0426512
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0681111
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt025623
IRS990/PrincipalOfficerNm0Sally White
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Participant fees/reimburse.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01076479
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01076479
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 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/ExpenseAmt0982033
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0615653
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 2016, 4,416 calls to Iona's Helpline from 2,918 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/ExpenseAmt0896978
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt047152
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 part-time 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 co-chairs 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/ExpenseAmt0105767
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0169456
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0282194
IRS990/PYOtherExpensesAmt01305900
IRS990/PYOtherRevenueAmt0217911
IRS990/PYProgramServiceRevenueAmt0910663
IRS990/PYRevenuesLessExpensesAmt0264262
IRS990/PYSalariesCompEmpBnftPaidAmt02651763
IRS990/PYTotalExpensesAmt03957663
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04221925
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00

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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