Civic Intelligence

Iona Senior Services

990 • Fiscal year 2018 • EIN 52-1039553

Oct 01, 2017 to Sep 30, 2018 • Filed on Apr 19, 2019

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

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.02x

Higher debt load relative to revenue than 9% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

26th percentile

$112,048

Higher top officer pay than 26% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

70th percentile

8.1%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

48th percentile

3.4%

Faster revenue growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Up

$11,728,406

Up $876,450 (+8.1%) from 2017

Net Assets

Up

$11,620,614

Up $1,021,534 (+9.6%) from 2017

Liabilities

Down

$107,792

Down $145,084 (-57%) from 2017

Revenue

Up

$6,775,323

Up $220,608 (+3.4%) from 2017

Expenses

Up

$5,834,180

Up $1,244,594 (+27%) from 2017

Net Income

Down

$941,143

Down $1,023,986 (-52%) from 2017

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

2018

Assets$11,728,406
Liabilities$107,792
Net Assets$11,620,614

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

2018

Revenue$6,775,323
Expenses$5,834,180
Net Income$941,143
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Apr 19, 2019
Return Version
2017v2.3
Gross Receipts
$7,534,365
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$4,538,613$4,979,292▲ $440,679
Land, Buildings, and Equipment, Net$3,540,291$3,555,359▲ $15,068
Pledges and Grants Receivable$1,827,387$1,983,441▲ $156,054
Cash and Non-Interest-Bearing Accounts$86,982$553,957▲ $466,975
Investments Other Securities$469,948$487,729▲ $17,781
Accounts Receivable$330,539$149,025▼ $181,514
Prepaid Expenses and Deferred Charges$58,196$19,603▼ $38,593
Total Assets$10,851,956$11,728,406▲ $876,450
Liabilities
Accounts Payable and Accrued Expenses$252,876$107,792▼ $145,084
Total Liabilities$252,876$107,792▼ $145,084
Net Assets / Fund Balance
Unrestricted Net Assets$5,879,084$5,987,185▲ $108,101
Temporarily Rstr Net Assets$2,340,375$3,222,765▲ $882,390
Permanently Rstr Net Assets$2,379,621$2,410,664▲ $31,043
Total Net Assets Fund Balance$10,599,080$11,620,614▲ $1,021,534
Total Liabilities and Net Assets / Fund Balance$10,851,956$11,728,406▲ $876,450

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,087,467$1,382,359$4,469,826
Equipment$116,958$1,271,750$1,388,708
Leasehold Improvements$350,934$220,179$571,113

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,008,561$281,043▲ $610,078$438,388$5,461,294
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally S WhiteEx-Officio; Executive DireFT$109,851$2,197$112,048
Susan A MessinaDeputy DirectorFT$100,500$2,010$102,510

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
DNE & Associates PLLCAccounting8747 Brook Road, Mclean, VA 22102$139,607
Revenue and Support

Revenue Composition

Contributions and Grants
$4,888,373
Program Service Revenue
$1,220,689
Investment Income
$488,687
Other Revenue
$177,574
All Other Contributions
$1,763,420
Change in Net Assets
$941,143

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,739,822
Revenue Not Reported on Financial Statements
$35,501
Revenue Not Reported on Form 990
$296,866
Total Revenue per Audited Statements
$7,036,688
Total Revenue per Form 990
$6,775,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,372,414
Other Expenses$1,779,874
Grants and Similar Amounts Paid$681,892
Total Fundraising Expense$510,786
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,085,453$385,802$233,940$2,705,195
Fees for Services Other$494,479$188,929$18,103$701,511
Grants to Domestic Orgs$681,892--$681,892
Occupancy$168,590$129,978$48,933$347,501
Payroll Taxes$171,010$31,637$19,184$221,831
Current Officers, Directors, Trustees, and Key Employees$168,462$31,165$18,898$218,525
Other Employee Benefits$136,991$25,343$15,367$177,701
Depreciation Depletion$71,125$78,287$5,393$154,805
Office Expenses$48,273$48,210$23,139$119,622
Conferences and Meetings$27,852$7,304$32,134$67,290
Information Technology$54,430$8,232$3,912$66,574
Insurance$48,692$5,497$6,021$60,210
Pension Plan Contributions$37,900$7,011$4,251$49,162
Fees for Services Accounting-$36,792-$36,792
Fees for Service Investment Mgmnt Fees-$35,501-$35,501
Advertising$870$8,489$18,751$28,110
Travel$12,912$706$59$13,677
Other Expenses$564,164$-624,611$60,447$0
Total Functional Expenses$4,910,140$413,254$510,786$5,834,180

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,015,154
Total Expenses per Form 990$5,834,180
Expenses per Audited Statements$5,798,679
Expenses Not Reported on Form 990$216,475
Expenses Not Reported on Financial Statements$35,501
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Downtown Cluster's Geriatric Daycare Center IncWashington, DC501(c)(3)DCoA subrecipient award- See Part IV$681,892
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,715
Fundraising Gross Income$10,896
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heart of Caring Lunch$443,165$10,896-$10,896
Total Events$443,165$10,896$17,715$-6,819
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
2019-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally White
Formed
1975
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
14
Employees
64
Volunteers
1,056

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 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 fiscal year 2018, 1,056 volunteers gave 15,776 hours of their time and talent in service to Iona's mission.

Form 990, Part IX, line 11G

Contract services: Program service expenses 494,479. Management and general expenses 188,929. Fundraising expenses 18,103. Total expenses 701,511.

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 17,715.

Part XII, Line 2D - Other Adjustments:

Direct expenses fundraising events 17,715.

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IRS990/Form990PartVIISectionAGrp/PersonNm5Jorge Asef-Sargent
IRS990/Form990PartVIISectionAGrp/PersonNm6Trevor Boothe
IRS990/Form990PartVIISectionAGrp/PersonNm7Jennifer Disharoon
IRS990/Form990PartVIISectionAGrp/PersonNm8Suzanne Dutton RN
IRS990/Form990PartVIISectionAGrp/PersonNm9Jeff Gordon
IRS990/Form990PartVIISectionAGrp/PersonNm10Richard Lake
IRS990/Form990PartVIISectionAGrp/PersonNm11Shawn McLeod
IRS990/Form990PartVIISectionAGrp/PersonNm12Elizabeth B O'Hara
IRS990/Form990PartVIISectionAGrp/PersonNm13Rita Ross
IRS990/Form990PartVIISectionAGrp/PersonNm14Elena Tscherny
IRS990/Form990PartVIISectionAGrp/PersonNm15Sally S White
IRS990/Form990PartVIISectionAGrp/PersonNm16Susan A Messina
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/ReportableCompFromOrgAmt15109851
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16100500
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/TitleTxt15Ex-Officio; Executive Dire
IRS990/Form990PartVIISectionAGrp/TitleTxt16Deputy Director
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0432269
IRS990/FundraisingDirectExpensesAmt017715
IRS990/FundraisingGrossIncomeAmt010896
IRS990/GainOrLossGrp/SecuritiesAmt0376840
IRS990/GamingActivitiesInd00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt0681892
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt08232
IRS990/InformationTechnologyGrp/ProgramServicesAmt054430
IRS990/InformationTechnologyGrp/TotalAmt066574
IRS990/InsuranceGrp/FundraisingAmt06021
IRS990/InsuranceGrp/ManagementAndGeneralAmt05497
IRS990/InsuranceGrp/ProgramServicesAmt048692
IRS990/InsuranceGrp/TotalAmt060210
IRS990/InvestmentIncomeGrp/ExclusionAmt0111847
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0111847
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0469948
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0487729
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04538613
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04979292
IRS990/IRPDocumentCnt063
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02874288
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03540291
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03555359
IRS990/LandBldgEquipCostOrOtherBssAmt06429647
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0741327
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/NetAssetsOrFundBalancesBOYAmt010599080
IRS990/NetAssetsOrFundBalancesEOYAmt011620614
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0376840
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0376840
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6819
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6819
IRS990/NetUnrelatedBusTxblIncmAmt0-750
IRS990/NetUnrlzdGainsLossesInvstAmt080391
IRS990/NoncashContributionsAmt020229
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt048933
IRS990/OccupancyGrp/ManagementAndGeneralAmt0129978
IRS990/OccupancyGrp/ProgramServicesAmt0168590
IRS990/OccupancyGrp/TotalAmt0347501
IRS990/OfficeExpensesGrp/FundraisingAmt023139
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt048210
IRS990/OfficeExpensesGrp/ProgramServicesAmt048273
IRS990/OfficeExpensesGrp/TotalAmt0119622
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015367
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025343
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0136991
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0177701
IRS990/OtherExpensesGrp/Desc0Program meals/ supplies
IRS990/OtherExpensesGrp/Desc1Dues and subscriptions
IRS990/OtherExpensesGrp/Desc2Bus operations
IRS990/OtherExpensesGrp/Desc3Indirect allocation
IRS990/OtherExpensesGrp/FundraisingAmt0718
IRS990/OtherExpensesGrp/FundraisingAmt11536
IRS990/OtherExpensesGrp/FundraisingAmt260447
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12033
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2784
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-624611
IRS990/OtherExpensesGrp/ProgramServicesAmt0127362
IRS990/OtherExpensesGrp/ProgramServicesAmt17967
IRS990/OtherExpensesGrp/ProgramServicesAmt21716
IRS990/OtherExpensesGrp/ProgramServicesAmt3564164
IRS990/OtherExpensesGrp/TotalAmt0134245
IRS990/OtherExpensesGrp/TotalAmt111536
IRS990/OtherExpensesGrp/TotalAmt22500
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1541800
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1Resource Guide Advertising
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0171793
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0171793
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112600
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt012600
IRS990/OtherRevenueTotalAmt0184393
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0233940
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0385802
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02085453
IRS990/OtherSalariesAndWagesGrp/TotalAmt02705195
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt019184
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt031637
IRS990/PayrollTaxesGrp/ProgramServicesAmt0171010
IRS990/PayrollTaxesGrp/TotalAmt0221831
IRS990/PensionPlanContributionsGrp/FundraisingAmt04251
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07011
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt037900
IRS990/PensionPlanContributionsGrp/TotalAmt049162
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02379621
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02410664
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01827387
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01983441
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058196
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt019603
IRS990/PrincipalOfficerNm0Sally White
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Participant fees/reimbursements
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01220689
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01220689
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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01196012
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0686341
IRS990/ProgSrvcAccomActy3Grp/Desc0Information, Referral, and Community Programming: In addition to the 3,700 older adults and family caregivers 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 2018, 3,852 calls to Iona's Helpline from 2,445 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/ExpenseAmt01020645
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt031976
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/Desc2Downtown Cluster's Geriatric Daycare Center, Inc. Fiduciary-On October 4, 2017, Iona entered into an agreement with the DCoA to sponsor Downtown Cluster's Geriatric Day Care Center ("the Center") and assume temporary fiduciary control of the Center's grant from DCoA for the period commencing October 1, 2017 through September 30, 2018. The Center is a nonprofit, community-based day care center, which was incorporated in the District of Columbia in 1975, and is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code (IRC). The Center's mission is to improve the quality of life for the elderly residents in the District of Columbia.According to the terms of the agreement, Iona will serve as the trustee and have total responsibility for all DCoA grant funds awarded to the Center. As a part of this arrangement, the Center will not encumber any obligations without first obtaining the written permission of the Executive Director of Iona, and all expenditures associated with the fiscal year 2018 DCoA grant must be approved in advance by the Executive Director of Iona.The portion of the grant passed through as a subrecipient award to the Center amounted to $681,892.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0106227
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1681892
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0681892
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0159318
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt01479966
IRS990/PYOtherRevenueAmt0165955
IRS990/PYProgramServiceRevenueAmt01168586
IRS990/PYRevenuesLessExpensesAmt01965129
IRS990/PYSalariesCompEmpBnftPaidAmt03109620
IRS990/PYTotalExpensesAmt04589586
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06554715
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0941143
IRS990/RegularMonitoringEnfrcInd01

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