Liabilities / Assets
13th percentile
Higher debt load relative to assets than 13% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
13th percentile
Higher debt load relative to assets than 13% of similar nonprofits.
Liabilities / Revenue
9th percentile
Higher debt load relative to revenue than 9% of similar nonprofits.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
26th percentile
Higher top officer pay than 26% of similar nonprofits.
Top officer pay equals 1.7% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
48th percentile
Faster revenue growth than 48% of similar nonprofits.
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
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 | $4,538,613 | $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 | Book Value | Depreciation | Basis |
|---|---|---|---|
| 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 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sally S White | Ex-Officio; Executive Dire | FT | $109,851 | $2,197 | $112,048 |
| Susan A Messina | Deputy Director | FT | $100,500 | $2,010 | $102,510 |
| Name | Title |
|---|---|
| Peter Fitzgerald | President |
| Paul Manca | Vice President |
| Elena Tscherny | Director |
| 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 |
| 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 | $139,607 |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| 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 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Downtown Cluster's Geriatric Daycare Center Inc | Washington, DC | 501(c)(3) | DCoA subrecipient award- See Part IV | $681,892 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $17,715 |
| Fundraising Gross Income | $10,896 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Heart of Caring Lunch | $443,165 | $10,896 | - | $10,896 |
| Total Events | $443,165 | $10,896 | $17,715 | $-6,819 |
“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.”
“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.”
“Contract services: Program service expenses 494,479. Management and general expenses 188,929. Fundraising expenses 18,103. Total expenses 701,511.”
“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 17,715.”
“Direct expenses fundraising events 17,715.”
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 | 252876 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 107792 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 330539 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 149025 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To support people as they experience the challenges and opportunities of aging. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 18751 |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 8489 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 870 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 28110 |
| IRS990/AllOtherContributionsAmt | 0 | 1763420 |
| 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 | 86982 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 553957 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 18898 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 31165 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 168462 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 218525 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 32134 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 7304 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 27852 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 67290 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 139607 |
| 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 | 432269 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 4888373 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 681892 |
| IRS990/CYInvestmentIncomeAmt | 0 | 488687 |
| IRS990/CYOtherExpensesAmt | 0 | 1779874 |
| IRS990/CYOtherRevenueAmt | 0 | 177574 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1220689 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 941143 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 3372414 |
| IRS990/CYTotalExpensesAmt | 0 | 5834180 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 510786 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 6775323 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 5393 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 78287 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 71125 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 154805 |
| 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 | 64 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 1905364 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditPerformedInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 1 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 36792 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 36792 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 18103 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 188929 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 494479 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 701511 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 35501 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 35501 |
| 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 | 40.00 |
| 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/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/OfficerInd | 5 | 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 | 2197 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 2010 |
| 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 | Jennifer Disharoon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Suzanne Dutton RN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Jeff Gordon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Richard Lake |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Shawn McLeod |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Elizabeth B O'Hara |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Rita Ross |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Elena Tscherny |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Sally S White |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Susan A Messina |
| 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 | 109851 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 100500 |
| 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 | Ex-Officio; Executive Dire |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | Deputy Director |
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| 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/FundraisingDirectExpensesAmt | 0 | 17715 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 10896 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 376840 |
| IRS990/GamingActivitiesInd | 0 | 0 |
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| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 681892 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1118167 |
| IRS990/GrossReceiptsAmt | 0 | 7534365 |
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| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
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| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 8232 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 54430 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 66574 |
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| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 48692 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 60210 |
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| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 111847 |
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| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 4979292 |
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| IRS990/LoanOutstandingInd | 0 | 0 |
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| 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. |
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| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
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| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -6819 |
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| IRS990/NondeductibleContributionsInd | 0 | 0 |
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| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 129978 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 168590 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 347501 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 23139 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 48210 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 48273 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 119622 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
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| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 15367 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 25343 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 136991 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 177701 |
| 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 | 718 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 1536 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 60447 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 6165 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 2033 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 784 |
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| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 7967 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 1716 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 564164 |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 11536 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2500 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 0 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 541800 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Other income |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | Resource Guide Advertising |
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| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 12600 |
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| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 2085453 |
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| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 31637 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 171010 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 221831 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 4251 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 7011 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 37900 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 49162 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 2379621 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 2410664 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 1827387 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 1983441 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 58196 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 19603 |
| 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 | 1220689 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1220689 |
| 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. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 1196012 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 686341 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | Information, 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/ExpenseAmt | 0 | 1020645 |
| IRS990/ProgSrvcAccomActy3Grp/RevenueAmt | 0 | 31976 |
| 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/Desc | 2 | Downtown 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/ExpenseAmt | 0 | 106227 |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 1 | 681892 |
| IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt | 0 | 681892 |
| IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt | 0 | 159318 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 4850921 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 369253 |
| IRS990/PYOtherExpensesAmt | 0 | 1479966 |
| IRS990/PYOtherRevenueAmt | 0 | 165955 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1168586 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1965129 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 3109620 |
| IRS990/PYTotalExpensesAmt | 0 | 4589586 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 6554715 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
| IRS990/QuidProQuoContriDisclInd | 0 | 1 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 941143 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.