2024-08-08T14:05:22-05:00 2023-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2022-10-01 521039553 Iona Senior Services IONA 2029661055 4125 Albemarle Street NW Washington DC 20016 Joon Bang CEO 2029661055 2024-08-08 1 1 Jie Chen CPA P01049760 7038930300 2022 2024-08-08 14:25:15Z Joon Bang 4125 Albemarle Street NW Washington DC 20016 9260245 0 X www.iona.org X 1975 DC Iona supports people as they experience the challenges and opportunities of aging. 14 14 97 308 0 0 5755519 5750534 1118421 1403439 170687 596845 170268 153619 7214895 7904437 0 0 0 0 4941404 5370667 0 0 830279 3685195 3409417 8626599 8780084 -1411704 -875647 14651739 15912394 1808263 3415847 12843476 12496547 X Iona 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. 0 1 2865559 850418 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. 1931418 546813 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. 1717760 6208 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. 6514737 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 116 0 1 97 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Iona Finance Department 2029661055 4125 Albemarle Street NW Washington DC 20016 Jeneen Ramos Board Pres., Exec. Com. & DEIB Chair 2.00 X X 0 0 0 Sam Kilpatrick Board Treasurer & Finance Committee 3.00 X X 0 0 0 Paula Blair Vice President 1.00 X X 0 0 0 Patricia A Earnest Board Secretary 1.50 X X 0 0 0 Chip Hastie Member 1.00 X 0 0 0 Dwane Jones Member 1.00 X 0 0 0 Judith Kozlowski Member 1.00 X 0 0 0 Mary Frances McGuiness Member 1.00 X 0 0 0 Melissa C Green Parker Governance Chair 1.00 X 0 0 0 Ruthann Bates Member 1.00 X 0 0 0 Stacy Burnette Member 1.00 X 0 0 0 Ralph Bazillo Member 1.00 X 0 0 0 Shawn McLeod Administration Chair 1.00 X 0 0 0 BB Otero Member 1.00 X 0 0 0 Joon Y Bang CEO 40.00 X 216999 0 14062 Deborah Rubenstein Senior Director of Program 40.00 X 131900 0 10138 Nina Austin Director of HR 40.00 X 101306 0 2026 450205 0 26226 3 0 1 0 Capital City Limousine PO Box 91077 Washington DC 20090 Transportation 343840 Mkay Consulting 318 Wolfe Street Fredericksburg VA 22401 Accounting 187930 Bazilio Cobb Associates PC 4550 Forbes Boulevard Suite 130 Lanham MD 20706 Financial 164747 Gabrielle Boccher 4611 Van Ness Street NW Washington DC 20016 In-Home Program Support 110974 4 3323157 2427377 84640 5750534 Participant fees/reimbursements 624200 1403439 1403439 1403439 133775 133775 1818878 1355808 463070 463070 463070 License Income 900099 153619 153619 153619 7904437 1403439 0 750464 X 264266 204591 33830 25845 4580151 3545872 586336 447943 78124 60482 10001 7641 285798 221260 36587 27951 162328 125671 20781 15876 24888 24888 52645 52645 1081217 618226 396843 66148 41162 3415 12189 25558 294928 64473 150646 79809 277198 50708 189466 37024 600474 394722 205752 68373 23335 13294 31744 291214 115842 175372 74512 74512 Participant transportat 389995 388555 1421 19 Program meals/ supplies 193133 192581 357 195 Dues and subscriptions 11205 5362 4348 1495 Bus operations 8473 697 7776 498945 -561976 63031 8780084 6514737 1435068 830279 315434 86751 1045682 1172087 118257 304969 38511 39196 9517163 4040715 5619740 5476448 7156799 6726181 357316 359688 0 1747074 14651739 15912394 465070 328396 5000 350000 350000 993193 2732451 1808263 3415847 X 7565195 6534100 5278281 5962447 12843476 12496547 14651739 15912394 -875647 528718 0 X X 0 1 X 1 1 1 X 5318530 6055332 5738952 5755519 5750534 28618867 5318530 6055332 5738952 5755519 5750534 28618867 692549 27926318 126667 128162 110465 131315 133775 630384 141654 863127 144470 145418 153619 1448288 30697539 5951897 0.90970 0.89010 X Schedule A, Part II, Line 10, Explanation of Other Income: Other income - 2018 Amount: $ 141,654. 2019 Amount: $ 863,127. 2020 Amount: $ 144,470. 2021 Amount: $ 145,418. 2022 Amount: $ 153,619. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6418937 1542915 899713 7062139 6898210 -402641 76632 6418937 6499849 722912 324551 6898210 6184421 612242 296814 6499849 5461294 310600 713065 300538 6184421 0.27386 0.34285 0.38329 0 0 4469826 1748829 2720997 2805538 786310 2019228 1745720 1467257 278463 496079 38319 457760 5476448 Right-of-use assets - operating lease 1747074 1747074 Lease liabilities - operating lease 2732451 2732451 X 8380510 528718 528718 7851792 52645 52645 7904437 8727439 0 8727439 52645 52645 8780084 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. X X X X X X 0 0 0 0 0 0 0 0 0 Joon Y Bang CEO 216999 0 0 0 0 0 4340 0 9722 0 231061 0 0 0 X 7 84640 FMV 0 0 0 Form 990, Part III, line 3 Iona reorganized its programs into three programs during this tax year. The Wellness and Arts Center and Washington Home Center are combined on this report under the Adult Day Health program. Both centers offer the same care in separate locations. Form 990, Part VI, Section B, line 11b The 990 is reviewed by the CEO, Finance Director, and Chair of the Finance 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 CEO, 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 CEO. Compensation for all other employees is determined by the CEO 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. Form 990, Part IX, line 11g Contract services: Program service expenses 618,226. Management and general expenses 396,843. Fundraising expenses 66,148. Total expenses 1,081,217. 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.