Liabilities / Assets
19th percentile
Higher debt load relative to assets than 19% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
19th percentile
Higher debt load relative to assets than 19% of similar nonprofits.
Liabilities / Revenue
14th percentile
Higher debt load relative to revenue than 14% of similar nonprofits.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
27th percentile
Higher top officer pay than 27% of similar nonprofits.
Top officer pay equals 1.7% of source-year revenue.
Asset Growth
88th percentile
Faster asset growth than 88% of similar nonprofits.
Revenue Growth
88th percentile
Faster revenue growth than 88% of similar nonprofits.
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
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| 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 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sally S White | Ex-Officio; Executive Director | FT | $109,851 | $2,673 | $112,524 |
| Name | Title |
|---|---|
| Peter Fitzgerald | President |
| Paul Manca | Vice President |
| Elizabeth B O'Hara | Director |
| Emily Allen | Director |
| Jeff Gordon | Director |
| Jennifer Disharoon | Director |
| Jorge Asef-Sargent | Director |
| Richard Lake | Director |
| Rita Ross | Director |
| Shawn McLeod | Director |
| Steven Monteiro | Director |
| Sunil Datt | Director |
| Suzanne Dutton RN | Director |
| Trevor Boothe | Director |
| Elaine Melmed | Secretary |
| Sam Kilpatrick | Treasurer |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| DNE & Associates PLLC | Accounting | 8747 Brook Road, Mclean, VA 22102 | $136,309 |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Miscellaneous | 4 | $458,131 | Fair Market Value |
| Securities Publicly Traded | 7 | $108,754 | Fair Market Value |
| Total Noncash Contributions | 11 | $566,885 | - |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $17,141 |
| Fundraising Gross Income | $10,464 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Heart of Caring Lunch | $297,596 | $10,464 | - | $10,464 |
| Total Events | $297,596 | $10,464 | $17,141 | $-6,677 |
“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.”
“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.”
“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.”
“Iona makes its 990 available to the public upon request.”
“Iona's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”
“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.”
“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.”
“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.”
“Contract services: Program service expenses 415,104. Management and general expenses 138,844. Fundraising expenses 21,395. Total expenses 575,343.”
“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.”
“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”
“Management has evaluated Iona's tax positions and concluded that its financial statements do not contain any uncertain tax positions.”
“Direct expenses fundraising events”
“Direct expenses fundraising events”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 196822 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 252876 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 132390 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 330539 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To support people as they experience the challenges and opportunities of aging. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 5298 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 1844 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 1341 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 8483 |
| IRS990/AllOtherContributionsAmt | 0 | 2912108 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1361 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 1361 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Iona Finance Department |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2029661055 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 4125 Albemarle Street NW |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Washington |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | DC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 20016 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 37068 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 86982 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 10712 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 15871 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 84718 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 111301 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 39195 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 1451 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 29556 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 70202 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 136309 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 8747 Brook Road |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Mclean |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 22102 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | DNE & Associates PLLC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Accounting |
| IRS990/ContriRptFundraisingEventAmt | 0 | 287132 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 4850921 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 369253 |
| IRS990/CYOtherExpensesAmt | 0 | 1479966 |
| IRS990/CYOtherRevenueAmt | 0 | 165955 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1168586 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1965129 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3109620 |
| IRS990/CYTotalExpensesAmt | 0 | 4589586 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 523883 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 6554715 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 4893 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 43229 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 63523 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 111645 |
| IRS990/Desc | 0 | Consultation, Care Management, and Counseling: Iona's core programs are built around the needs of older adults and family caregivers who are facing difficult transitions, isolation, loss of family and social supports, and/or serious health challenges that impact their safety, well-being, and ability to remain in the home of their choice. Through the Consultation, Care Management, and Counseling programs, compassionate and highly trained social workers, psychotherapists, and registered nurses provide intensive, customized, person-centered support and solutions to older adults and families, helping them navigate complex challenges.See Schedule O for Continuation |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 63 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 1606042 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditPerformedInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 1 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 33956 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 33956 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 21395 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 138844 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 415104 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 575343 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 34251 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 34251 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 2673 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Peter Fitzgerald |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Paul Manca |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Sam Kilpatrick |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Elaine Melmed |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Emily Allen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Jorge Asef-Sargent |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Trevor Boothe |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Sunil Datt |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Jennifer Disharoon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Suzanne Dutton RN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Jeff Gordon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Richard Lake |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Shawn McLeod |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Elizabeth B O'Hara |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Steven Monteiro |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Rita Ross |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Sally S White |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 109851 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | Ex-Officio; Executive Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1975 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
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| IRS990/FSAuditedInd | 0 | 1 |
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| IRS990/FundraisingAmt | 0 | 287132 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 17141 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 10464 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 259003 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GovernmentGrantsAmt | 0 | 1651681 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1116469 |
| IRS990/GrossReceiptsAmt | 0 | 7429322 |
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| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 16 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
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| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 792 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 5887 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 33978 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 40657 |
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| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4940 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 43751 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 54101 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 110250 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 110250 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
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| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 469948 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 4148261 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4538613 |
| IRS990/IRPDocumentCnt | 0 | 41 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
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| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 3540291 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 6259774 |
| IRS990/LegalDomicileStateCd | 0 | DC |
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| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | To serve as a respected and trusted provider of essential services for Washington DC elders, their families and the community. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 10599080 |
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| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 259003 |
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| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -6677 |
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| IRS990/NoncashContributionsAmt | 0 | 566885 |
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| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 91553 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 150844 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 292505 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 35751 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 48693 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 16744 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 101188 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
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| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 11800 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 17485 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 93333 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 122618 |
| IRS990/OtherExpensesGrp/Desc | 0 | Program meals/ supplies |
| IRS990/OtherExpensesGrp/Desc | 1 | Dues and subscriptions |
| IRS990/OtherExpensesGrp/Desc | 2 | Bus operations |
| IRS990/OtherExpensesGrp/Desc | 3 | Indirect allocation |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 148 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 7292 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 54212 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6605 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2489 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 584 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 3 | -557312 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 117757 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 7014 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 1856 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 503100 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 124510 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 16795 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2440 |
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| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 541800 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Other income |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | Resource Guide advertising |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 171632 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 171632 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 1000 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 1000 |
| IRS990/OtherRevenueTotalAmt | 0 | 172632 |
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| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 373263 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 1992540 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 2617750 |
| IRS990/PartialLiquidationInd | 0 | 0 |
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| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 19967 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 29580 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 157903 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 207450 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 4861 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 7200 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 38440 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 50501 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 1486015 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 2379621 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 681111 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 1827387 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 25623 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 58196 |
| IRS990/PrincipalOfficerNm | 0 | Sally White |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 624200 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Participant fees/reimbursements |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1168586 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1168586 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Harry 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/ExpenseAmt | 0 | 1101456 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 673967 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Information, 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/ExpenseAmt | 0 | 955709 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 29275 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | Corporate 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/Desc | 1 | Advocacy: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/ExpenseAmt | 0 | 100111 |
| IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt | 0 | 169907 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 2800889 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 184584 |
| IRS990/PYOtherExpensesAmt | 0 | 1375383 |
| IRS990/PYOtherRevenueAmt | 0 | 161420 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1076479 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -6343 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 2854332 |
| IRS990/PYTotalExpensesAmt | 0 | 4229715 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 4223372 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
| IRS990/QuidProQuoContriDisclInd | 0 | 1 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1965129 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.