2022-08-12T14:14:45-05:00 2021-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2020-10-01 521039553 Iona Senior Services IONA 2029661055 4125 Albemarle Street NW Washington DC 20016 Joon Bang CEO 2029661055 2022-08-12 1 Joon Bang 999009999 Jie Chen CPA P01049760 7038930300 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Joon Bang 4125 Albemarle Street NW Washington DC 20016 10124924 0 X www.iona.org X 1975 DC Iona supports people as they experience the challenges and opportunities of aging. 13 13 75 179 0 0 6055332 5738952 1057512 1116871 373872 663730 868627 144470 8355343 7664023 0 0 0 0 4449780 4694488 0 0 577952 2414732 2500505 6864512 7194993 1490831 469030 15991581 16563126 1694229 1736200 14297352 14826926 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 2233566 822248 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. 1255837 1160 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. 1111228 268774 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. 86649 168667 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. 1400799 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. 1487448 168667 6088079 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 144 0 1 75 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 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 Ruthann Bates President 4.00 X X 0 0 0 Paul Manca Vice President 1.00 X X 0 0 0 Sam Kilpatrick Treasurer 1.00 X X 0 0 0 Paula Blair Secretary 1.00 X X 0 0 0 Derrick Chin Director 1.00 X 0 0 0 Jennifer Disharoon Director 1.00 X 0 0 0 Corinne Dougherty Director 1.00 X 0 0 0 Patricia A Earnest Director 1.00 X 0 0 0 Shawn McLeod Director 1.00 X 0 0 0 BB Otero Director 1.00 X 0 0 0 Jeneen Ramos Director 1.00 X 0 0 0 Claudia Schlosberg Director 1.00 X 0 0 0 Sharon L Smith CFP CIMA Director 1.00 X 0 0 0 Elena Tscherny Director 1.00 X 0 0 0 Sally S White Ex-Officio, Exec. Director 40.00 X 120577 0 2412 Deborah Rubenstein Senior Director of Programs 40.00 X 105775 0 2116 226352 0 4528 2 0 0 0 Sibley Memorial Hospital 5255 Loughboro Road NW Washington DC 20016 Club Memory Program 300171 Social Solutions Global Inc PO Box 123935 Dept 3935 Dallas TX 75312 CRM System Implementation 119708 2 3047423 2691529 241464 5738952 Participant fees/reimbursements 624200 1116871 1116871 1116871 110465 110465 3014166 2460901 553265 553265 553265 License Income 900099 143978 143978 Other Income 900099 492 492 144470 7664023 1260849 0 664222 X 130540 101951 18669 9920 3968348 3099243 567549 301556 66283 51766 9480 5037 212461 165930 30386 16145 316856 247462 45316 24078 42891 5500 37391 49742 49742 757504 660540 77078 19886 51373 12768 37603 1002 181155 39901 101815 39439 117814 27072 87070 3672 668679 472944 194746 989 4119 3993 86 40 84789 17862 5331 61596 251177 179032 64461 7684 80184 10000 70184 Program meals/ supplies 191952 187192 3028 1732 Bus operations 9996 2863 7133 Dues and subscriptions 9130 4846 1179 3105 Indirect allocation 0 797214 -879285 82071 7194993 6088079 528962 577952 1541619 991950 1313830 1117017 294570 552541 68918 70466 8901429 3467732 5488837 5433697 6854043 8000485 429764 396970 15991581 16563126 341897 386054 350000 350000 1002332 1000146 1694229 1736200 X 8232046 9061224 6065306 5765702 14297352 14826926 15991581 16563126 469030 60544 0 X X 0 1 X 1 1 1 X 4850921 4888373 5318530 6055332 5738952 26852108 4850921 4888373 5318530 6055332 5738952 26852108 2419305 24432803 110250 111847 126667 128162 110465 587391 171632 171793 141654 863127 144470 1492676 28932175 5840672 0.84450 0.81250 X Schedule A, Part II, Line 10, Explanation of Other Income: Other income - 2016 Amount: $ 171,632. 2017 Amount: $ 171,793. 2018 Amount: $ 141,654. 2019 Amount: $ 863,127. 2020 Amount: $ 144,470. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6499849 722912 324551 6898210 6184421 612242 296814 6499849 5461294 310600 713065 300538 6184421 5008561 281043 610078 438388 5461294 4143139 908130 679522 722230 5008561 0.30462 0.35100 0.34438 0 0 4469826 1602242 2867584 2746617 353983 2392634 1574231 1483419 90812 110755 28088 82667 5433697 Deferred rent and lease incentive liability 997437 Security deposits 2709 1000146 X 7734583 60544 59758 120302 7614281 49742 49742 7664023 7205009 59758 59758 7145251 49742 49742 7194993 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 14 241464 FMV 0 0 0 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.