Iona Senior Services
- Assets
- $16.6m
- Revenue
- $7.7m
- Investments
- $397.0k
- Employees
- 75
- Location
- Washington, DC
- Founding
- 07/1975
- Data as of
- 09/2021
- 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 09/2021, Iona Senior Services employed 75 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 09/2021, Iona Senior Services generated $7.7m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 10.4% each year . All expenses for the organization totaled $7.2m during the year ending 09/2021. While expenses have increased by 9.3% per year over the past 6 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
2021
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:
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 THESE 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. IN FY21, THROUGH OUR GRANT WITH THE DC DEPARTMENT OF AGING WE SERVED 186 CLIENTS WITH CASE MANAGEMENT AND 293 CLIENTS WITH COUNSELING SERVICES. 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. IN FY21, WE SERVED 153 CLIENTS THROUGH VIRTUAL SUPPORT GROUPS AND ALSO 70 CLIENTS WITH PSYCHOTHERAPY.
COMMUNITY 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.
IONA'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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sally S White Ex-Officio, Exec. Director | Officer | 40 | $120,577 |
Deborah Rubenstein Senior Director Of Programs | 40 | $105,775 | |
Sam Kilpatrick Treasurer | OfficerTrustee | 1 | $0 |
Paul Manca Vice President | OfficerTrustee | 1 | $0 |
Paula Blair Secretary | OfficerTrustee | 1 | $0 |
Ruthann Bates President | OfficerTrustee | 4 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Social Solutions Global Inc Crm System Implementation | 9/29/21 | $119,708 |
Sibley Memorial Hospital Club Memory Program | 9/29/21 | $300,171 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $3,047,423 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,691,529 |
| Noncash contributions included in lines 1a–1f | $241,464 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,738,952 |
| Total Program Service Revenue | $1,116,871 |
| Investment income | $110,465 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $553,265 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $7,664,023 |
| 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. | $130,540 |
| Compensation of current officers, directors, key employees. | $18,669 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,968,348 |
| Pension plan accruals and contributions | $66,283 |
| Other employee benefits | $212,461 |
| Payroll taxes | $316,856 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $42,891 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $49,742 |
| Fees for services: Other | $757,504 |
| Advertising and promotion | $51,373 |
| Office expenses | $181,155 |
| Information technology | $117,814 |
| Royalties | $0 |
| Occupancy | $668,679 |
| Travel | $4,119 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $84,789 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $251,177 |
| Insurance | $80,184 |
| All other expenses | $0 |
| Total functional expenses | $7,194,993 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $991,950 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $1,117,017 |
| Accounts receivable, net | $552,541 |
| 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 | $70,466 |
| Net Land, buildings, and equipment | $5,433,697 |
| Investments—publicly traded securities | $8,000,485 |
| Investments—other securities | $396,970 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $16,563,126 |
| Accounts payable and accrued expenses | $386,054 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $1,000,146 |
| Total liabilities | $1,736,200 |
| Net assets without donor restrictions | $9,061,224 |
| Net assets with donor restrictions | $5,765,702 |
| 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 | $16,563,126 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Iona Senior Services has recieved totaling $1,500.
| Awarding Organization | Amount |
|---|---|
R Michael Tanner Irrv Charitable Tr 032391 Washington, DC PURPOSE: GENERAL SUPPORT | $1,500 |
Endowment Analysis
| Beg. Balance | $6,499,849 |
| Earnings | $722,912 |
| Other Expense | $324,551 |
| Ending Balance | $6,898,210 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mountain Empire Older Citizens Inc Big Stone Gap, VA | $8,808,055 | $17,898,946 |
Appalachian Agency For Senior Citizens Cedar Bluff, VA | $13,226,617 | $17,944,269 |
The 60 Plus Association Inc Alexandria, VA | $451,230 | $11,797,770 |
Senior Connections The Capital Area Agency On Aging Richmond, VA | $3,890,692 | $8,738,746 |
Seabury Resources For Aging Washington, DC | $14,104,200 | $8,799,775 |
Iona Senior Services Washington, DC | $16,563,126 | $7,664,023 |
Mac Incorporated Salisbury, MD | $10,678,117 | $7,288,274 |
Seniors Coalition Inc Washington, DC | $93,790 | $5,116,241 |
Southern Area Agency On Aging Inc Martinsville, VA | $933,315 | $5,349,811 |
Jewish Council For The Aging Of Greater Washington Inc Rockville, MD | $8,478,320 | $4,294,659 |
Peninsula Agency On Aging Inc Newport News, VA | $1,316,632 | $4,673,124 |
Central Virginia Alliance For Community Living Inc Lynchburg, VA | $3,261,044 | $4,461,428 |