Iona Senior Services
- Assets
- $15.9m
- Revenue
- $7.9m
- Investments
- $359.7k
- Employees
- 97
- Location
- Washington, DC
- Founding
- 07/1975
- Data as of
- 09/2023
- EIN
- 52-1039553
Organization Overview
Iona Senior Services is located in Washington, DC. The organization was established in 1975. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 09/2023, Iona Senior Services employed 97 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Iona Senior Services is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Iona Senior Services generated $7.9m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 8.1% each year. All expenses for the organization totaled $8.8m during the year ending 09/2023. While expenses have increased by 9.6% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
IONA SUPPORTS PEOPLE AS THEY EXPERIENCE THE CHALLENGES AND OPPORTUNITIES OF AGING.
Describe the Organization's Program Activity:
ADULT DAY HEALTH: IONA'S AWARD-WINNING ADULT DAY HEALTH PROGRAM PROVIDES HOLISTIC, INDIVIDUALIZED, AND PERSON-CENTERED CARE FOR OLDER ADULTS IN A SAFE, MEDICALLY SUPERVISED, AND SOCIAL COMMUNITY. PROFESSIONAL MEDICAL AND PROGRAM STAFF CARE FOR AND ENGAGE OLDER ADULTS LIVING WITH ALZHEIMER'S OR PARKINSON'S DISEASE, DEMENTIA, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, DIABETES, STROKE, AND MANY OTHER CHRONIC CONDITIONS WHILE PROVIDING SUPPORT AND RESPITE TO THEIR FAMILY CAREGIVERS. IN FY23, IONA'S WASHINGTON HOME ADULT DAY HEALTH CENTER (CONGRESS HEIGHTS) AND HARRY AND JEANETTE WEINBERG WELLNESS & ARTS CENTER (TENLEYTOWN) COMBINED PROVIDED 123 OLDER INDIVIDUALS WITH OVER 151,392 HOURS OF IN-PERSON AND VIRTUAL CARE WHILE SUPPORTING 87 FAMILY CAREGIVERS.
CONSULTATION, CARE MANAGEMENT AND COUNSELING: IONA'S CORE PROGRAMS PROVIDE SUPPORT FOR OLDER ADULTS AND FAMILY CAREGIVERS 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 THESE PROGRAMS, A MULTI-DISCIPLINARY TEAM OF COMPASSIONATE AND HIGHLY TRAINED SOCIAL WORKERS, PSYCHOTHERAPISTS, AND REGISTERED NURSES PROVIDE INTENSIVE, CUSTOMIZED, PERSON-CENTERED SUPPORT, INFORMATION AND REFERRALS, AND OTHER SOLUTIONS TO OLDER ADULTS AND FAMILIES, HELPING THEM NAVIGATE COMPLEX CHALLENGES. IN FY23, OVER 2,435 INDIVIDUALS HAVE RECEIVED CARE MANAGEMENT, INFORMATION AND REFERRALS, AND COUNSELING SERVICES.
COMMUNITY PROGRAMS: IONA SUPPORTS ACTIVE OLDER ADULTS IN THE COMMUNITY WHO WANT TO LIVE VIBRANT LIVES THROUGH THE INNOVATIVE AGING SOLO CURRICULUM, COMMUNITY DINING, HEALTHY NUTRITION COUNSELING, AND WELLNESS PROGRAMS THROUGH AROUND TOWN DC. IN FY 23, OVER 920 OLDER ADULTS RECEIVED SERVICES WHICH INCLUDES DELIVERIES OF FOOD AND OTHER ESSENTIALS THROUGH OUR FOOD PANTRY PLUS PROGRAM.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeneen Ramos Board Pres., Exec. Com. & Deib Chair | OfficerTrustee | 2 | $0 |
Sam Kilpatrick Board Treasurer & Finance Committee | OfficerTrustee | 3 | $0 |
Paula Blair Vice President | OfficerTrustee | 1 | $0 |
Patricia A Earnest Board Secretary | OfficerTrustee | 1.5 | $0 |
Chip Hastie Member | Trustee | 1 | $0 |
Dwane Jones Member | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Capital City Limousine Transportation | 9/29/23 | $343,840 |
Mkay Consulting Accounting | 9/29/23 | $187,930 |
Bazilio Cobb Associates Pc Financial | 9/29/23 | $164,747 |
Gabrielle Boccher In-home Program Support | 9/29/23 | $110,974 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $3,323,157 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,427,377 |
| Noncash contributions included in lines 1a–1f | $84,640 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,750,534 |
| Total Program Service Revenue | $1,403,439 |
| Investment income | $133,775 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $463,070 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,904,437 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $264,266 |
| Compensation of current officers, directors, key employees. | $33,830 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $4,580,151 |
| Pension plan accruals and contributions | $78,124 |
| Other employee benefits | $285,798 |
| Payroll taxes | $162,328 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $24,888 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $52,645 |
| Fees for services: Other | $1,081,217 |
| Advertising and promotion | $41,162 |
| Office expenses | $294,928 |
| Information technology | $277,198 |
| Royalties | $0 |
| Occupancy | $600,474 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $68,373 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $291,214 |
| Insurance | $74,512 |
| All other expenses | $0 |
| Total functional expenses | $8,780,084 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $86,751 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,172,087 |
| Accounts receivable, net | $304,969 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $39,196 |
| Net Land, buildings, and equipment | $5,476,448 |
| Investments—publicly traded securities | $6,726,181 |
| Investments—other securities | $359,688 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,747,074 |
| Total assets | $15,912,394 |
| Accounts payable and accrued expenses | $328,396 |
| Grants payable | $0 |
| Deferred revenue | $5,000 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $350,000 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $2,732,451 |
| Total liabilities | $3,415,847 |
| Net assets without donor restrictions | $6,534,100 |
| Net assets with donor restrictions | $5,962,447 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $15,912,394 |