Civic Intelligence

Iona Senior Services

990 • Fiscal year 2017 • EIN 52-1039553

Oct 01, 2016 to Sep 30, 2017 • Filed on Apr 09, 2018

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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.04x

Higher debt load relative to revenue than 14% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

27th percentile

$112,524

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

88th percentile

27%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$10,851,956

Up $2,329,105 (+27%) from 2016

Net Assets

Up

$10,599,080

Up $2,273,051 (+27%) from 2016

Liabilities

Up

$252,876

Up $56,054 (+28%) from 2016

Revenue

Up

$6,554,715

Up $2,331,343 (+55%) from 2016

Expenses

Up

$4,589,586

Up $359,871 (+8.5%) from 2016

Net Income

Up

$1,965,129

Up $1,971,472 (+31081%) from 2016

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

2017

Assets$10,851,956
Liabilities$252,876
Net Assets$10,599,080

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

2017

Revenue$6,554,715
Expenses$4,589,586
Net Income$1,965,129
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Apr 9, 2018
Return Version
2016v3.0
Gross Receipts
$7,429,322
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$4,148,261$4,538,613▲ $390,352
Land, Buildings, and Equipment, Net$3,498,398$3,540,291▲ $41,893
Pledges and Grants Receivable$681,111$1,827,387▲ $1,146,276
Investments Other Securities$0$469,948▲ $469,948
Accounts Receivable$132,390$330,539▲ $198,149
Cash and Non-Interest-Bearing Accounts$37,068$86,982▲ $49,914
Prepaid Expenses and Deferred Charges$25,623$58,196▲ $32,573
Total Assets$8,522,851$10,851,956▲ $2,329,105
Liabilities
Accounts Payable and Accrued Expenses$196,822$252,876▲ $56,054
Total Liabilities$196,822$252,876▲ $56,054
Net Assets / Fund Balance
Unrestricted Net Assets$5,653,549$5,879,084▲ $225,535
Permanently Rstr Net Assets$1,486,015$2,379,621▲ $893,606
Temporarily Rstr Net Assets$1,186,465$2,340,375▲ $1,153,910
Total Net Assets Fund Balance$8,326,029$10,599,080▲ $2,273,051
Total Liabilities and Net Assets / Fund Balance$8,522,851$10,851,956▲ $2,329,105

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,160,761$1,309,065$4,469,826
Equipment$96,444$1,235,334$1,331,778
Leasehold Improvements$283,086$175,084$458,170

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$4,143,139$908,130▲ $679,522$722,230$5,008,561
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally S WhiteEx-Officio; Executive DirectorFT$109,851$2,673$112,524

Board Members and Trustees

NameTitle
Peter FitzgeraldPresident
Paul MancaVice President
Elizabeth B O'HaraDirector
Emily AllenDirector
Jeff GordonDirector
Jennifer DisharoonDirector
Jorge Asef-SargentDirector
Richard LakeDirector
Rita RossDirector
Shawn McLeodDirector
Steven MonteiroDirector
Sunil DattDirector
Suzanne Dutton RNDirector
Trevor BootheDirector
Elaine MelmedSecretary
Sam KilpatrickTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
DNE & Associates PLLCAccounting8747 Brook Road, Mclean, VA 22102$136,309
Revenue and Support

Revenue Composition

Contributions and Grants
$4,850,921
Program Service Revenue
$1,168,586
Investment Income
$369,253
Other Revenue
$165,955
All Other Contributions
$2,912,108
Change in Net Assets
$1,965,129

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 Miscellaneous4$458,131Fair Market Value
Securities Publicly Traded7$108,754Fair Market Value
Total Noncash Contributions11$566,885-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,554,715
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$475,088
Total Revenue per Audited Statements
$7,029,803
Total Revenue per Form 990
$6,554,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,109,620
Other Expenses$1,479,966
Total Fundraising Expense$523,883
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,992,540$373,263$251,947$2,617,750
Fees for Services Other$415,104$138,844$21,395$575,343
Occupancy$150,844$91,553$50,108$292,505
Payroll Taxes$157,903$29,580$19,967$207,450
Other Employee Benefits$93,333$17,485$11,800$122,618
Depreciation Depletion$63,523$43,229$4,893$111,645
Current Officers, Directors, Trustees, and Key Employees$84,718$15,871$10,712$111,301
Office Expenses$16,744$48,693$35,751$101,188
Conferences and Meetings$29,556$1,451$39,195$70,202
Insurance$43,751$4,940$5,410$54,101
Pension Plan Contributions$38,440$7,200$4,861$50,501
Information Technology$33,978$5,887$792$40,657
Fees for Service Investment Mgmnt Fees-$34,251-$34,251
Fees for Services Accounting-$33,956-$33,956
Travel$11,816$611$102$12,529
Advertising$1,341$1,844$5,298$8,483
All Other Expenses-$1,361-$1,361
Other Expenses$503,100$-557,312$54,212$0
Total Functional Expenses$3,763,318$302,385$523,883$4,589,586

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,756,752
Expenses per Audited Statements$4,589,586
Total Expenses per Form 990$4,589,586
Expenses Not Reported on Form 990$167,166
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$17,141
Fundraising Gross Income$10,464
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heart of Caring Lunch$297,596$10,464-$10,464
Total Events$297,596$10,464$17,141$-6,677
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 11B

The 990 is reviewed by the Executive Director, Finance Director, and Chair of the Finance and Administrative 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 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
2018-04-09
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
836

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 the Lois and Richard England Gallery at Iona. 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, a Farmer's Market, nutrition education, and field trips. In partnership with the DC Office on Aging, Iona also provided 47,292 meals to homebound seniors. In fiscal year 2017, 836 volunteers gave 14,475 hours of their time and talent in service to Iona's mission.

Form 990, Part IX, line 11G

Contract services: Program service expenses 415,104. Management and general expenses 138,844. Fundraising expenses 21,395. Total expenses 575,343.

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.

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/PersonNm0Peter Fitzgerald
IRS990/Form990PartVIISectionAGrp/PersonNm1Paul Manca
IRS990/Form990PartVIISectionAGrp/PersonNm2Sam Kilpatrick
IRS990/Form990PartVIISectionAGrp/PersonNm3Elaine Melmed
IRS990/Form990PartVIISectionAGrp/PersonNm4Emily Allen
IRS990/Form990PartVIISectionAGrp/PersonNm5Jorge Asef-Sargent
IRS990/Form990PartVIISectionAGrp/PersonNm6Trevor Boothe
IRS990/Form990PartVIISectionAGrp/PersonNm7Sunil Datt
IRS990/Form990PartVIISectionAGrp/PersonNm8Jennifer Disharoon
IRS990/Form990PartVIISectionAGrp/PersonNm9Suzanne Dutton RN
IRS990/Form990PartVIISectionAGrp/PersonNm10Jeff Gordon
IRS990/Form990PartVIISectionAGrp/PersonNm11Richard Lake
IRS990/Form990PartVIISectionAGrp/PersonNm12Shawn McLeod
IRS990/Form990PartVIISectionAGrp/PersonNm13Elizabeth B O'Hara
IRS990/Form990PartVIISectionAGrp/PersonNm14Steven Monteiro
IRS990/Form990PartVIISectionAGrp/PersonNm15Rita Ross
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/ReportableCompFromOrgAmt16109851
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/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
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0287132
IRS990/FundraisingDirectExpensesAmt017141
IRS990/FundraisingGrossIncomeAmt010464
IRS990/GainOrLossGrp/SecuritiesAmt0259003
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt01651681
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01116469
IRS990/GrossReceiptsAmt07429322
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0792
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05887
IRS990/InformationTechnologyGrp/ProgramServicesAmt033978
IRS990/InformationTechnologyGrp/TotalAmt040657
IRS990/InsuranceGrp/FundraisingAmt05410
IRS990/InsuranceGrp/ManagementAndGeneralAmt04940
IRS990/InsuranceGrp/ProgramServicesAmt043751
IRS990/InsuranceGrp/TotalAmt054101
IRS990/InvestmentIncomeGrp/ExclusionAmt0110250
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0110250
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0469948
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04148261
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04538613
IRS990/IRPDocumentCnt041
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02719483
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03498398
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03540291
IRS990/LandBldgEquipCostOrOtherBssAmt06259774
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0857466
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/NetAssetsOrFundBalancesBOYAmt08326029
IRS990/NetAssetsOrFundBalancesEOYAmt010599080
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0259003
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0259003
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6677
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6677
IRS990/NetUnrelatedBusTxblIncmAmt0-830
IRS990/NetUnrlzdGainsLossesInvstAmt0307922
IRS990/NoncashContributionsAmt0566885
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt050108
IRS990/OccupancyGrp/ManagementAndGeneralAmt091553
IRS990/OccupancyGrp/ProgramServicesAmt0150844
IRS990/OccupancyGrp/TotalAmt0292505
IRS990/OfficeExpensesGrp/FundraisingAmt035751
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048693
IRS990/OfficeExpensesGrp/ProgramServicesAmt016744
IRS990/OfficeExpensesGrp/TotalAmt0101188
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt011800
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017485
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt093333
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0122618
IRS990/OtherExpensesGrp/Desc0Program meals/ supplies
IRS990/OtherExpensesGrp/Desc1Dues and subscriptions
IRS990/OtherExpensesGrp/Desc2Bus operations
IRS990/OtherExpensesGrp/Desc3Indirect allocation
IRS990/OtherExpensesGrp/FundraisingAmt0148
IRS990/OtherExpensesGrp/FundraisingAmt17292
IRS990/OtherExpensesGrp/FundraisingAmt254212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06605
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12489
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2584
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-557312
IRS990/OtherExpensesGrp/ProgramServicesAmt0117757
IRS990/OtherExpensesGrp/ProgramServicesAmt17014
IRS990/OtherExpensesGrp/ProgramServicesAmt21856
IRS990/OtherExpensesGrp/ProgramServicesAmt3503100
IRS990/OtherExpensesGrp/TotalAmt0124510
IRS990/OtherExpensesGrp/TotalAmt116795
IRS990/OtherExpensesGrp/TotalAmt22440
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1Resource Guide advertising
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0171632
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0171632
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01000
IRS990/OtherRevenueTotalAmt0172632
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0251947
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0373263
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01992540
IRS990/OtherSalariesAndWagesGrp/TotalAmt02617750
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt019967
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029580
IRS990/PayrollTaxesGrp/ProgramServicesAmt0157903
IRS990/PayrollTaxesGrp/TotalAmt0207450
IRS990/PensionPlanContributionsGrp/FundraisingAmt04861
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07200
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038440
IRS990/PensionPlanContributionsGrp/TotalAmt050501
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01486015
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02379621
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0681111
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01827387
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025623
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058196
IRS990/PrincipalOfficerNm0Sally White
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Participant fees/reimbursements
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01168586
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01168586
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/ExpenseAmt01101456
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0673967
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 2017, 3,934 calls to Iona's Helpline from 2,500 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/ExpenseAmt0955709
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt029275
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 to improve the quality of life for older audits and their families 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 provision of food, transportation, assistance at home, 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, and respected activists. CAG members discuss critical issues affecting older adults living in Washington, DC 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/ExpenseAmt0100111
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0169907
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02800889
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0184584
IRS990/PYOtherExpensesAmt01375383
IRS990/PYOtherRevenueAmt0161420
IRS990/PYProgramServiceRevenueAmt01076479
IRS990/PYRevenuesLessExpensesAmt0-6343
IRS990/PYSalariesCompEmpBnftPaidAmt02854332
IRS990/PYTotalExpensesAmt04229715
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04223372
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01965129
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00

Document Assets

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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