IONA SENIOR SERVICES: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- IONA SENIOR SERVICES (EIN 52-1039553)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-12
- IRS object ID
- 202242249349300849
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-12T14:14:45-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582676261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers & Company PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8300 Boone Boulevard Suite 600 | AddressLine1Txt |
| City | Vienna | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22182 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521039553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Iona Senior Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IONA | BusinessNameControlTxt |
| Phone | 2029661055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4125 Albemarle Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joon Bang | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2029661055 | PhoneNum |
| Signature | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joon | PersonFirstNm |
| Person Last | Bang | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jie Chen CPA | PreparerPersonNm |
| PTIN | P01049760 | PTIN |
| Phone | 7038930300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Joon Bang | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4125 Albemarle Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,124,924 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.iona.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | Iona supports people as they experience the challenges and opportunities of aging. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 179 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,055,332 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,738,952 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,057,512 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,116,871 | CYProgramServiceRevenueAmt |
| PY Investment Income | $373,872 | PYInvestmentIncomeAmt |
| CY Investment Income | $663,730 | CYInvestmentIncomeAmt |
| PY Other Revenue | $868,627 | PYOtherRevenueAmt |
| CY Other Revenue | $144,470 | CYOtherRevenueAmt |
| PY Total Revenue | $8,355,343 | PYTotalRevenueAmt |
| CY Total Revenue | $7,664,023 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,449,780 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,694,488 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $577,952 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,414,732 | PYOtherExpensesAmt |
| CY Other Expenses | $2,500,505 | CYOtherExpensesAmt |
| PY Total Expenses | $6,864,512 | PYTotalExpensesAmt |
| CY Total Expenses | $7,194,993 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,490,831 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $469,030 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,991,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,563,126 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,694,229 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,736,200 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,297,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,826,926 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,233,566 | ExpenseAmt |
| Revenue | $822,248 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,255,837 | ExpenseAmt |
| Revenue | $1,160 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,111,228 | ExpenseAmt |
| Revenue | $268,774 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $86,649 | $168,667 | Contracts: 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. |
| Iona 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. | ||
| $1,400,799 | Washington 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. | |
| Information 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. | ||
| Nutrition 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,487,448 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $168,667 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,088,079 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Iona Finance Department | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029661055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4125 Albemarle Street NW | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Ruthann Bates | |||||||
| President | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paul Manca | |||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sam Kilpatrick | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paula Blair | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Derrick Chin | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Disharoon | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Corinne Dougherty | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Patricia A Earnest | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Shawn McLeod | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BB Otero | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Jeneen Ramos | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Claudia Schlosberg | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon L Smith CFP CIMA | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Elena Tscherny | |||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Sally S White | |||||||
| Ex-Officio, Exec. Director | 40.00 | Yes (X) | $120,577 | $0 | $2,412 | ||
| Deborah Rubenstein | |||||||
| Senior Director of Programs | 40.00 | $105,775 | $0 | $2,116 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $226,352 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,528 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sibley Memorial Hospital | |||||
| 5255 Loughboro Road NW | Washington | DC | 20016 | Club Memory Program | $300,171 |
| Social Solutions Global Inc | |||||
| PO Box 123935 Dept 3935 | Dallas | TX | 75312 | CRM System Implementation | $119,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,047,423 | GovernmentGrantsAmt |
| All Other Contributions | $2,691,529 | AllOtherContributionsAmt |
| Noncash Contributions | $241,464 | NoncashContributionsAmt |
| Total Contributions | $5,738,952 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Participant fees/reimbursements | Desc |
| Business | 624200 | BusinessCd |
| Total Revenue Column | $1,116,871 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,116,871 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,116,871 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,465 | TotalRevenueColumnAmt |
| Exclusion | $110,465 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,014,166 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,460,901 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $553,265 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $553,265 | TotalRevenueColumnAmt |
| Exclusion | $553,265 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| License Income | 900099 | $143,978 | $143,978 | |
| Other Income | 900099 | $492 | $492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $144,470 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,664,023 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,260,849 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $664,222 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,540 | TotalAmt |
| Program Services | $101,951 | ProgramServicesAmt |
| Management And General | $18,669 | ManagementAndGeneralAmt |
| Fundraising | $9,920 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,968,348 | TotalAmt |
| Program Services | $3,099,243 | ProgramServicesAmt |
| Management And General | $567,549 | ManagementAndGeneralAmt |
| Fundraising | $301,556 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,283 | TotalAmt |
| Program Services | $51,766 | ProgramServicesAmt |
| Management And General | $9,480 | ManagementAndGeneralAmt |
| Fundraising | $5,037 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,461 | TotalAmt |
| Program Services | $165,930 | ProgramServicesAmt |
| Management And General | $30,386 | ManagementAndGeneralAmt |
| Fundraising | $16,145 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,856 | TotalAmt |
| Program Services | $247,462 | ProgramServicesAmt |
| Management And General | $45,316 | ManagementAndGeneralAmt |
| Fundraising | $24,078 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,891 | TotalAmt |
| Program Services | $5,500 | ProgramServicesAmt |
| Management And General | $37,391 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,742 | TotalAmt |
| Management And General | $49,742 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $757,504 | TotalAmt |
| Program Services | $660,540 | ProgramServicesAmt |
| Management And General | $77,078 | ManagementAndGeneralAmt |
| Fundraising | $19,886 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,373 | TotalAmt |
| Program Services | $12,768 | ProgramServicesAmt |
| Management And General | $37,603 | ManagementAndGeneralAmt |
| Fundraising | $1,002 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,155 | TotalAmt |
| Program Services | $39,901 | ProgramServicesAmt |
| Management And General | $101,815 | ManagementAndGeneralAmt |
| Fundraising | $39,439 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,814 | TotalAmt |
| Program Services | $27,072 | ProgramServicesAmt |
| Management And General | $87,070 | ManagementAndGeneralAmt |
| Fundraising | $3,672 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,679 | TotalAmt |
| Program Services | $472,944 | ProgramServicesAmt |
| Management And General | $194,746 | ManagementAndGeneralAmt |
| Fundraising | $989 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,119 | TotalAmt |
| Program Services | $3,993 | ProgramServicesAmt |
| Management And General | $86 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,789 | TotalAmt |
| Program Services | $17,862 | ProgramServicesAmt |
| Management And General | $5,331 | ManagementAndGeneralAmt |
| Fundraising | $61,596 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,177 | TotalAmt |
| Program Services | $179,032 | ProgramServicesAmt |
| Management And General | $64,461 | ManagementAndGeneralAmt |
| Fundraising | $7,684 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,184 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $70,184 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Program meals/ supplies | $191,952 | $187,192 | $3,028 | $1,732 |
| Bus operations | $9,996 | $2,863 | $7,133 | |
| Dues and subscriptions | $9,130 | $4,846 | $1,179 | $3,105 |
| Indirect allocation | $0 | $797,214 | -$879,285 | $82,071 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,194,993 | TotalAmt |
| Program Services | $6,088,079 | ProgramServicesAmt |
| Management And General | $528,962 | ManagementAndGeneralAmt |
| Fundraising | $577,952 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,541,619 | BOYAmt |
| EOY | $991,950 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,313,830 | BOYAmt |
| EOY | $1,117,017 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,570 | BOYAmt |
| EOY | $552,541 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,918 | BOYAmt |
| EOY | $70,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,901,429 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,467,732 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,488,837 | BOYAmt |
| EOY | $5,433,697 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,854,043 | BOYAmt |
| EOY | $8,000,485 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,764 | BOYAmt |
| EOY | $396,970 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,991,581 | BOYAmt |
| EOY | $16,563,126 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,897 | BOYAmt |
| EOY | $386,054 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,000 | BOYAmt |
| EOY | $350,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,332 | BOYAmt |
| EOY | $1,000,146 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,694,229 | BOYAmt |
| EOY | $1,736,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,232,046 | BOYAmt |
| EOY | $9,061,224 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,065,306 | BOYAmt |
| EOY | $5,765,702 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,297,352 | BOYAmt |
| EOY | $14,826,926 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,991,581 | BOYAmt |
| EOY | $16,563,126 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $469,030 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $60,544 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,850,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,888,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,318,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,055,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,738,952 | CurrentTaxYearAmt |
| Total | $26,852,108 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,850,921 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,888,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,318,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,055,332 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,738,952 | CurrentTaxYearAmt |
| Total | $26,852,108 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,419,305 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,432,803 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $126,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $128,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,465 | CurrentTaxYearAmt |
| Total | $587,391 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,793 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,654 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $863,127 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $144,470 | CurrentTaxYearAmt |
| Total | $1,492,676 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,932,175 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,840,672 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.81250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other income - 2016 Amount: $ 171,632. 2017 Amount: $ 171,793. 2018 Amount: $ 141,654. 2019 Amount: $ 863,127. 2020 Amount: $ 144,470. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,499,849 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $722,912 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $324,551 | OtherExpendituresAmt |
| End Year Balance | $6,898,210 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,184,421 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $612,242 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $296,814 | OtherExpendituresAmt |
| End Year Balance | $6,499,849 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,461,294 | BeginningYearBalanceAmt |
| Contributions | $310,600 | ContributionsAmt |
| Investment Earnings Or Losses | $713,065 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $300,538 | OtherExpendituresAmt |
| End Year Balance | $6,184,421 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,008,561 | BeginningYearBalanceAmt |
| Contributions | $281,043 | ContributionsAmt |
| Investment Earnings Or Losses | $610,078 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $438,388 | OtherExpendituresAmt |
| End Year Balance | $5,461,294 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,143,139 | BeginningYearBalanceAmt |
| Contributions | $908,130 | ContributionsAmt |
| Investment Earnings Or Losses | $679,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $722,230 | OtherExpendituresAmt |
| End Year Balance | $5,008,561 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30462 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.35100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34438 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,469,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,602,242 | DepreciationAmt |
| Book Value | $2,867,584 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,746,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $353,983 | DepreciationAmt |
| Book Value | $2,392,634 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,574,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,483,419 | DepreciationAmt |
| Book Value | $90,812 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $110,755 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,088 | DepreciationAmt |
| Book Value | $82,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,433,697 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred rent and lease incentive liability | $997,437 |
| Security deposits | $2,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,000,146 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,734,583 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $60,544 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $59,758 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $120,302 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,614,281 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,742 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,742 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,664,023 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,205,009 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $59,758 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $59,758 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,145,251 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,742 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,742 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,194,993 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $241,464 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, line 3 | The program Downtown Cluster's Geriatric Daycare Center, Inc. was ceased in FY21. |
| 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. |
| 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. |
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