Civic Intelligence

Iona Senior Services

990 • Fiscal year 2021 • EIN 52-1039553

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 12, 2022

Organization Profilewww.iona.org

View Organization Page

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

41st percentile

0.10x

Higher debt load relative to assets than 41% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.23x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

37th percentile

6.1%

Higher net margin than 37% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

31st percentile

$122,989

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

33rd percentile

3.6%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-8.3%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$16,563,126

Up $571,545 (+3.6%) from 2020

Net Assets

Up

$14,826,926

Up $529,574 (+3.7%) from 2020

Liabilities

Up

$1,736,200

Up $41,971 (+2.5%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin37th percentile

Revenue

Down

$7,664,023

Down $691,320 (-8.3%) from 2020

Expenses

Up

$7,194,993

Up $330,481 (+4.8%) from 2020

Net Income

Down

$469,030

Down $1,021,801 (-69%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2021

Assets$16,563,126
Liabilities$1,736,200
Net Assets$14,826,926
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

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

2021

Revenue$7,664,023
Expenses$7,194,993
Net Income$469,030
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 12, 2022
Return Version
2020v4.2
Gross Receipts
$10,124,924
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.

Iona supports people as they experience the challenges and opportunities of aging.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,854,043$8,000,485▲ $1,146,442
Land, Buildings, and Equipment, Net$5,488,837$5,433,697▼ $55,140
Pledges and Grants Receivable$1,313,830$1,117,017▼ $196,813
Cash and Non-Interest-Bearing Accounts$1,541,619$991,950▼ $549,669
Accounts Receivable$294,570$552,541▲ $257,971
Investments Other Securities$429,764$396,970▼ $32,794
Prepaid Expenses and Deferred Charges$68,918$70,466▲ $1,548
Total Assets$15,991,581$16,563,126▲ $571,545
Liabilities
Other Liabilities$1,002,332$1,000,146▼ $2,186
Accounts Payable and Accrued Expenses$341,897$386,054▲ $44,157
Mortgage Notes Payable Secured by Investment Property$350,000$350,000→ $0
Total Liabilities$1,694,229$1,736,200▲ $41,971
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,232,046$9,061,224▲ $829,178
Net Assets With Donor Restrictions$6,065,306$5,765,702▼ $299,604
Total Net Assets Fund Balance$14,297,352$14,826,926▲ $529,574
Total Liabilities and Net Assets / Fund Balance$15,991,581$16,563,126▲ $571,545

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,867,584$1,602,242$4,469,826
Leasehold Improvements$2,392,634$353,983$2,746,617
Equipment$90,812$1,483,419$1,574,231
Other Land Buildings$82,667$28,088$110,755

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$6,499,849-▲ $722,912$324,551$6,898,210
2019$6,184,421-▲ $612,242$296,814$6,499,849
2018$5,461,294$310,600▲ $713,065$300,538$6,184,421
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
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sally S WhiteEx-Officio, Exec. DirectorFT$120,577$2,412$122,989
Deborah RubensteinSenior Director of ProgramsFT$105,775$2,116$107,891

Board Members and Trustees

NameTitle
Ruthann BatesPresident
Paul MancaVice President
BB OteroDirector
Claudia SchlosbergDirector
Corinne DoughertyDirector
Derrick ChinDirector
Elena TschernyDirector
Jeneen RamosDirector
Jennifer DisharoonDirector
Patricia A EarnestDirector
Sharon L Smith CFP CIMADirector
Shawn McLeodDirector
Paula BlairSecretary
Sam KilpatrickTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sibley Memorial HospitalClub Memory Program5255 Loughboro Road NW, Washington, DC 20016$300,171
Social Solutions Global IncCRM System ImplementationPO Box 123935 Dept 3935, Dallas, TX 75312$119,708
Revenue and Support

Revenue Composition

Contributions and Grants
$5,738,952
Program Service Revenue
$1,116,871
Investment Income
$663,730
Other Revenue
$144,470
All Other Contributions
$2,691,529
Change in Net Assets
$469,030

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded14$241,464Fair Market Value (FMV)
Total Noncash Contributions14$241,464-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,614,281
Revenue Not Reported on Financial Statements
$49,742
Revenue Not Reported on Form 990
$120,302
Total Revenue per Audited Statements
$7,734,583
Total Revenue per Form 990
$7,664,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,694,488
Other Expenses$2,500,505
Total Fundraising Expense$577,952
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,099,243$567,549$301,556$3,968,348
Fees for Services Other$660,540$77,078$19,886$757,504
Occupancy$472,944$194,746$989$668,679
Payroll Taxes$247,462$45,316$24,078$316,856
Depreciation Depletion$179,032$64,461$7,684$251,177
Other Employee Benefits$165,930$30,386$16,145$212,461
Office Expenses$39,901$101,815$39,439$181,155
Current Officers, Directors, Trustees, and Key Employees$101,951$18,669$9,920$130,540
Information Technology$27,072$87,070$3,672$117,814
Conferences and Meetings$17,862$5,331$61,596$84,789
Insurance$10,000$70,184-$80,184
Pension Plan Contributions$51,766$9,480$5,037$66,283
Advertising$12,768$37,603$1,002$51,373
Fees for Service Investment Mgmnt Fees-$49,742-$49,742
Fees for Services Accounting$5,500$37,391-$42,891
Travel$3,993$86$40$4,119
Other Expenses$797,214$-879,285$82,071$0
Total Functional Expenses$6,088,079$528,962$577,952$7,194,993

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,205,009
Total Expenses per Form 990$7,194,993
Expenses per Audited Statements$7,145,251
Expenses Not Reported on Form 990$59,758
Expenses Not Reported on Financial Statements$49,742
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred rent and lease incentive liability$997,437
Security deposits$2,709
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 35% controlled entity
No
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
Joon Bang
Title
CEO
Phone
2029661055
Signed
2022-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joon Bang
Formed
1975
Legal Domicile
Dc
Voting Board Members
13
Independent Board Members
13
Employees
75
Volunteers
179

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Jie Chen CPA
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 3

“The program Downtown Cluster's Geriatric Daycare Center, Inc. was ceased in FY21.”

Form 990, Part IX, line 11G

“Contract services: Program service expenses 660,540. Management and general expenses 77,078. Fundraising expenses 19,886. Total expenses 757,504.”

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.”

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt142412
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt152116
IRS990/Form990PartVIISectionAGrp/PersonNm0Ruthann Bates
IRS990/Form990PartVIISectionAGrp/PersonNm1Paul Manca
IRS990/Form990PartVIISectionAGrp/PersonNm2Sam Kilpatrick
IRS990/Form990PartVIISectionAGrp/PersonNm3Paula Blair
IRS990/Form990PartVIISectionAGrp/PersonNm4Derrick Chin
IRS990/Form990PartVIISectionAGrp/PersonNm5Jennifer Disharoon
IRS990/Form990PartVIISectionAGrp/PersonNm6Corinne Dougherty
IRS990/Form990PartVIISectionAGrp/PersonNm7Patricia A Earnest
IRS990/Form990PartVIISectionAGrp/PersonNm8Shawn McLeod
IRS990/Form990PartVIISectionAGrp/PersonNm9BB Otero
IRS990/Form990PartVIISectionAGrp/PersonNm10Jeneen Ramos
IRS990/Form990PartVIISectionAGrp/PersonNm11Claudia Schlosberg
IRS990/Form990PartVIISectionAGrp/PersonNm12Sharon L Smith CFP CIMA
IRS990/Form990PartVIISectionAGrp/PersonNm13Elena Tscherny
IRS990/Form990PartVIISectionAGrp/PersonNm14Sally S White
IRS990/Form990PartVIISectionAGrp/PersonNm15Deborah Rubenstein
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/ReportableCompFromOrgAmt14120577
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15105775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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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/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/TitleTxt14Ex-Officio, Exec. Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Senior Director of Programs
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IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0553265
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt03047423
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03014166
IRS990/GrossReceiptsAmt010124924
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IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt03672
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt087070
IRS990/InformationTechnologyGrp/ProgramServicesAmt027072
IRS990/InformationTechnologyGrp/TotalAmt0117814
IRS990/InsuranceGrp/ManagementAndGeneralAmt070184
IRS990/InsuranceGrp/ProgramServicesAmt010000
IRS990/InsuranceGrp/TotalAmt080184
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0110465
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0429764
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0396970
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06854043
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08000485
IRS990/IRPDocumentCnt0144
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03467732
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05488837
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05433697
IRS990/LandBldgEquipCostOrOtherBssAmt08901429
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02460901
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Iona supports people as they experience the challenges and opportunities of aging. We educate, advocate, and provide community-based services to help people age well and live well.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0350000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0350000
IRS990/NetAssetsOrFundBalancesBOYAmt014297352
IRS990/NetAssetsOrFundBalancesEOYAmt014826926
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0553265
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0553265
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt060544
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08232046
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09061224
IRS990/NoncashContributionsAmt0241464
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0989
IRS990/OccupancyGrp/ManagementAndGeneralAmt0194746
IRS990/OccupancyGrp/ProgramServicesAmt0472944
IRS990/OccupancyGrp/TotalAmt0668679
IRS990/OfficeExpensesGrp/FundraisingAmt039439
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0101815
IRS990/OfficeExpensesGrp/ProgramServicesAmt039901
IRS990/OfficeExpensesGrp/TotalAmt0181155
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016145
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030386
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0165930
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0212461
IRS990/OtherExpensesGrp/Desc0Program meals/ supplies
IRS990/OtherExpensesGrp/Desc1Bus operations
IRS990/OtherExpensesGrp/Desc2Dues and subscriptions
IRS990/OtherExpensesGrp/Desc3Indirect allocation
IRS990/OtherExpensesGrp/FundraisingAmt01732
IRS990/OtherExpensesGrp/FundraisingAmt13105
IRS990/OtherExpensesGrp/FundraisingAmt282071
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03028
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17133
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21179
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3-879285
IRS990/OtherExpensesGrp/ProgramServicesAmt0187192
IRS990/OtherExpensesGrp/ProgramServicesAmt12863
IRS990/OtherExpensesGrp/ProgramServicesAmt24846
IRS990/OtherExpensesGrp/ProgramServicesAmt3797214
IRS990/OtherExpensesGrp/TotalAmt0191952
IRS990/OtherExpensesGrp/TotalAmt19996
IRS990/OtherExpensesGrp/TotalAmt29130
IRS990/OtherExpensesGrp/TotalAmt30
IRS990/OtherLiabilitiesGrp/BOYAmt01002332
IRS990/OtherLiabilitiesGrp/EOYAmt01000146
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0License Income
IRS990/OtherRevenueMiscGrp/Desc1Other Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt0492
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0143978
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0143978
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1492
IRS990/OtherRevenueTotalAmt0144470
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0301556
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0567549
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03099243
IRS990/OtherSalariesAndWagesGrp/TotalAmt03968348
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt024078
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt045316
IRS990/PayrollTaxesGrp/ProgramServicesAmt0247462
IRS990/PayrollTaxesGrp/TotalAmt0316856
IRS990/PensionPlanContributionsGrp/FundraisingAmt05037
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09480
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt051766
IRS990/PensionPlanContributionsGrp/TotalAmt066283
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01313830
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01117017
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt068918
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt070466
IRS990/PrincipalOfficerNm0Joon Bang
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Participant fees/reimbursements
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01116871
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01116871
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Programs: Iona also supports active older adults in the community who want to live vibrant lives through the innovative Aging Solo curriculum, and Around Town DC. Our newest and widest reaching Around Town DC program also serves the DMV with online and in-person wellness classes. With a lack of brick and mortar senior wellness centers in Wards 2 and 3 this program was developed and funded by DACL. In FY21 the program pivoted to offering all classes completely virtually serving older adults city-wide.In partnership with DACL, Iona also coordinated the service and delivery of 51,419 meals to homebound older adults in FY21. In addition, volunteers helped to deliver 204 Share packages to vulnerable older adults throughout the district.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01255837
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01160
IRS990/ProgSrvcAccomActy3Grp/Desc0Iona's Harry and Jeanette Weinberg Wellness & Arts Center: Iona's Harry and Jeanette Weinberg Wellness & 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. In FY21, Iona's staff pivoted to serve 57 participants with 20,117 hours of in-persona and virtual care.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01111228
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0268774
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Contracts: Iona provides consultation and support to Senior Villages and faith community leaders so they can effectively serve members dealing with the challenges of aging and caregiving. In addition, Iona provides confidential, comprehensive support and resources to help employees through the challenges of caregiving. The services Iona provides include full- or part-time onsite professional consulting by a licensed social worker; in-depth customized resources and referrals; educational seminars on caregiving and retirement; professionally-facilitated support groups; and articles for employees on aging/caregiving issues.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Iona hosts three advocacy groups and combined have contributed over 5,000 hours of volunteer service to improve the quality of life for older adults 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 DC Senior Advisory Coalition (S.A.C) was founded in 2009 by 12 agency leaders and advocates concerned about the need to improve and expand services for DC's steadily expanding older population. The Citizens Advisory Group (CAG) seeks to draw more attention and resources to the needs of older adults, including continuing opportunities to contribute to the community. As a mini-commission on aging, the Group works to identify critical community issues affecting older adults in Ward 3, promote collaboration among older adult groups, and educate the community on aging issues.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Washington Home Foundation Adult Day Health Center: In FY21 provided 44 residents of Wards 7 and 8 access to over 16,000 hours of in-person and virtual adult day health care. With a focus on well-being and creativity, we lift spirits, build confidence, and stimulate cognitive function. At the same time, our approach reduces depression, hospitalizations and long-term care placements . High quality adult day health care provides older family members a reason to get up in the morning, enjoy activities, and make new friends, all while under the care of compassionate nurses and other staff.
IRS990/ProgSrvcAccomActyOtherGrp/Desc3Information and Referral Helpline: In FY21, Iona's Helpline answered 4,248 calls from 2,178 people by expert staff comprised of social workers and nurses who connect people to resources at Iona and beyond.
IRS990/ProgSrvcAccomActyOtherGrp/Desc4Nutrition Program: Iona's licensed dietitian and nutritionist provide professional clinical community nutrition services and medical nutrition therapy via telephone, in-office, and home visits. They provide information and answer food and nutrition questions; assess current food, food security, nutrition and nutrition security needs; and work collaboratively with Iona staff to maximize participants' food and nutrition. Through a grant from the DC Department of Aging and Community Living, Iona offers liquid high calorie and high protein nutrition supplements to eligible older adults 60+ living in participating programs to maintain a healthy and well-balanced diet. In FY21, 613 cases were given to vulnerable older adults. Food Pantry Plus provides limited shelf-stable food, supplemental nutrition, incontinence products, toiletries, and paper goods to Iona clients to supplement other food or prepared meal resources. In FY21, 591 delieveries were made.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt086649
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt11400799
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0168667
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06055332
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0373872
IRS990/PYOtherExpensesAmt02414732
IRS990/PYOtherRevenueAmt0868627
IRS990/PYProgramServiceRevenueAmt01057512
IRS990/PYRevenuesLessExpensesAmt01490831
IRS990/PYSalariesCompEmpBnftPaidAmt04449780
IRS990/PYTotalExpensesAmt06864512
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08355343
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0469030
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,563,126
Liabilities
$1,736,200
Net assets
$14,826,926
Revenue
$7,664,023
Expenses
$7,194,993
Net income
$469,030
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