Nonprofit · EIN 52-1039553
IONA SENIOR SERVICES
Tax-exempt · WASHINGTON, DC 20016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $10,449,214 | $9,941,738 | $507,476 | $16,826,022 | $3,200,413 | $13,625,609 |
| September 30, 2024 | 990 | $9,683,043 | $9,339,591 | $343,452 | $16,756,439 | $3,610,347 | $13,146,092 |
| September 30, 2023 | 990 | $7,904,437 | $8,780,084 | -$875,647 | $15,912,394 | $3,415,847 | $12,496,547 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $8,185,221
- of which government grants
- $5,816,763
- Program service revenue
- $1,580,260
- Investment income
- $238,463
- Net gain from sales of assets
- $23,673
- Other revenue
- $445,270
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $544,308
- Other salaries and wages
- $4,992,466
- Salaries, compensation and benefits (total)
- $6,318,470
- Professional fundraising fees
- $0
- Legal fees
- $1,585
- Accounting fees
- $25,145
- Occupancy
- $657,151
- Depreciation
- $278,888
- Program services (functional)
- $7,513,178
- Management and general (functional)
- $1,564,172
- Fundraising (functional)
- $864,388
Balance sheet and other
- Total assets, start of year
- $16,756,439
- Total assets, end of year
- $16,826,022
- Total liabilities, end of year
- $3,200,413
- Net assets, end of year
- $13,625,609
- Land, buildings and equipment
- $4,740,167
- Publicly traded securities
- $9,254,859
- Net assets without donor restrictions
- $7,188,005
- Net assets with donor restrictions
- $6,437,604
- Gross unrelated business income
- $1,696
- Gross receipts
- $12,979,017
- Employees
- 101
- Volunteers
- 225
- Year formed
- 1975
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joon Y Bang | CEO Trustee or director, Officer | 40 | $252,930 | $12,918 |
| Stephanie Hubbard | Director of Development Highest-paid employee | 40 | $148,806 | $7,468 |
| Sarah Grogan | Director of Adult Day Programs Highest-paid employee | 40 | $131,582 | $6,284 |
| Nina Austin | Director of Operation Highest-paid employee | 40 | $115,469 | $10,603 |
| Patricia Patti A Earnest | Board Pres., Exec. Com. & Chair Trustee or director, Officer | 2 | $0 | $0 |
| Chip Hastie | Board Vice President & Finance Comm Trustee or director, Officer | 1 | $0 | $0 |
| Sam Kilpatrick | Board Treas.,Finance Comm Chair, Executive Comm Trustee or director, Officer | 3 | $0 | $0 |
| Mary Frances McGuiness | Governance Committee & Fund Raising Committee Trustee or director | 1 | $0 | $0 |
| BB Otero | Finance Committee Trustee or director | 1 | $0 | $0 |
| Ruthann Bates | Finance and Admin Committe Trustee or director | 1 | $0 | $0 |
| Ralph Bazilio | Member Trustee or director | 1.5 | $0 | $0 |
| Jeneen Ramos | Governace & Finance Committe Trustee or director | 2 | $0 | $0 |
| Judith Kozlowski | Member Trustee or director | 1 | $0 | $0 |
| David Andrews | Member Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joon Y Bang | CEO Trustee or director, Officer | 40 | $261,922 | $8,712 |
| Deborah Rubenstein | Director of Community Programs Highest-paid employee | 40 | $144,728 | $2,745 |
| Nina Austin | Director of Operation Highest-paid employee | 40 | $103,784 | $9,264 |
| Jeneen Ramos | Board Pres., Exec. Com. & DEIB Com. Trustee or director, Officer | 2 | $0 | $0 |
| Chip Hastie | Board Vice President & Finance Committee Trustee or director, Officer | 1 | $0 | $0 |
| Sam Kilpatrick | Board Treas.,Finance Comm Chair, Executive Comm Trustee or director, Officer | 3 | $0 | $0 |
| Mary Frances McGuiness | Governance Committee & Fund Raising Committee Trustee or director | 1 | $0 | $0 |
| BB Otero | Finance Committee Trustee or director | 1 | $0 | $0 |
| Ruthann Bates | Finance and Admin Committee Trustee or director | 1 | $0 | $0 |
| Dwane Jones | Member Trustee or director | 1 | $0 | $0 |
| Ralph Bazilio | Member Trustee or director | 1 | $0 | $0 |
| Patricia Patti A Earnest | Governace & Finance Committee Trustee or director | 1.5 | $0 | $0 |
| Judith Kozlowski | Member Trustee or director | 1 | $0 | $0 |
| David Andrews | Member Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Joon Y Bang | CEO Officer | 40 | $216,999 | $14,062 |
| Deborah Rubenstein | Senior Director of Program Highest-paid employee | 40 | $131,900 | $10,138 |
| Nina Austin | Director of HR Highest-paid employee | 40 | $101,306 | $2,026 |
| Jeneen Ramos | Board Pres., Exec. Com. & DEIB Chair Trustee or director, Officer | 2 | $0 | $0 |
| Sam Kilpatrick | Board Treasurer & Finance Committee Trustee or director, Officer | 3 | $0 | $0 |
| Paula Blair | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Patricia A Earnest | Board Secretary Trustee or director, Officer | 1.5 | $0 | $0 |
| Chip Hastie | Member Trustee or director | 1 | $0 | $0 |
| Dwane Jones | Member Trustee or director | 1 | $0 | $0 |
| Judith Kozlowski | Member Trustee or director | 1 | $0 | $0 |
| Mary Frances McGuiness | Member Trustee or director | 1 | $0 | $0 |
| Melissa C Green Parker | Governance Chair Trustee or director | 1 | $0 | $0 |
| Ruthann Bates | Member Trustee or director | 1 | $0 | $0 |
| Stacy Burnette | Member Trustee or director | 1 | $0 | $0 |
| Ralph Bazillo | Member Trustee or director | 1 | $0 | $0 |
| Shawn McLeod | Administration Chair Trustee or director | 1 | $0 | $0 |
| BB Otero | Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4125 ALBEMARLE ST NW, WASHINGTON, DC 20016-2105
- In care of
- % DEBORAH PEEPLES
- Principal officer (990 for 2024)
- Joon Bang, 4125 Albemarle Street NW, Washington, DC 20016
- Signed the 990
- Joon Bang, CEO
- Phone
- (202) 966-1055
- Website
- www.iona.org
- Return prepared by
- Rogers & Company PLLC
Mission
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.
Program accomplishments
- 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 25, 2805 older adults received meals and socialization support, and participated in in-person and virtual classes and activities.Expenses $4,236,621 · revenue $149,333
- 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 medial and program staff care for and engage older adults living with Alzheimer's or Parkinson's disease, dementia, intellectual and developmental disabilities, diabetes and stroke, and many other chronic conditions while providing support and respite to their family caregivers. In FY 25, Iona's Washington Home Adult Day Health Center (Congress Heights) and Harry and Jeanette Weinberg Wellness & Arts Center combined provided 130 older individuals with 11,609 days of care while supporting 112 family caregivers.Expenses $2,630,083 · revenue $1,174,200
- Consultation, Care Management and Counseling: Iona's social service programs provide support for older adults and family caregivers 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 referrals, and other solutions to older adults and families, helping them navigate complex challenges. In FY 25, 3,637 individuals received care management, information and referral, and counseling services.Expenses $646,474 · revenue $256,727
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 52-1039553
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1975
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $16,826,022
- Income (IRS master file)
- $12,979,017
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $10,449,214 | $9,941,738 | $16,826,022 | IRS |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $9,683,043 | $9,339,591 | $16,756,439 | IRS |
| 990 | September 2023 | $7,904,437 | $8,780,084 | $15,912,394 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $7,214,895 | $8,626,599 | $14,651,739 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1039553).
Questions about IONA SENIOR SERVICES
- What is the EIN of IONA SENIOR SERVICES?
- The employer identification number (EIN) of IONA SENIOR SERVICES is 52-1039553.
- Is IONA SENIOR SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to IONA SENIOR SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IONA SENIOR SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of IONA SENIOR SERVICES due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IONA SENIOR SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of IONA SENIOR SERVICES?
- The 990 for the year ended September 30, 2025 names Joon Bang.
- Who are the officers and directors of IONA SENIOR SERVICES?
- The 990 for the year ended September 30, 2025 lists 14 people; 4 received compensation from the organization, the highest $252,930 (Joon Y Bang, CEO).
- How much revenue does IONA SENIOR SERVICES have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $10,449,214, expenses of $9,941,738 and total assets of $16,826,022 at year end.
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