2021-05-27T13:54:23-05:00 2020-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2019-10-01 521039553 Iona Senior Services IONA 2029661055 4125 Albemarle Street NW Washington DC 20016 Sally White Executive Director 2029661055 2021-05-27 1 Jie Chen CPA P01049760 7038930300 2021-05-27 2019 2022-09-23 18:48:47Z Sally White 4125 Albemarle Street NW Washington DC 20016 10168423 0 X www.iona.org X 1975 DC Iona supports people as they experience the challenges and opportunities of aging. 16 16 67 758 5500 -750 5318530 6055332 1238970 1057512 436590 373872 136050 868627 7130140 8355343 0 0 0 0 4082583 4449780 0 0 414926 2388213 2414732 6470796 6864512 659344 1490831 12752786 15991581 191717 1694229 12561069 14297352 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 0 2327897 516986 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 the Consultation, Care Management, and Counseling 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 FY20, through our grant with the DC Department of Aging we served 252 clients with Case Management and 963 clients with Counseling services. Consultation, Care Management and Counseling: We also served a total of 132 clients with consultations and geriatric care management 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 FY20, we served 122 clients through our on-site support groups and also 63 clients with psychotherapy. 1114305 20310 Community Programs: Iona also supports active older adults in the community who want to live vibrant lives through the innovative Take Charge/Age Well Academy, fitness classes in Iona's exercise room and the Lois and Richard England Art Gallery at Iona. We had 89 fitness class members prior to our building closing for the Public Health Emergency in March, 2020. 203 participants engaged in our Take Charge/Age Well Academy in FY20 and we also hosted approximately 125 guests to our Art Gallery through our various Art Reception events. Iona's Active Wellness Program at St. Alban's provides opportunities for socializing, life-long learning, and wellness classes. Activities include a nutritious lunch, exercise, fresh produce, nutrition education, and field trips. Our Active Wellness Program served 184 participants in FY20. Iona also coordinated the service and delivery of 43,170 meals to homebound older adults in FY20. In addition, 758 volunteers gave 7,496 hours of their time and talent in service to Iona's mission. Our newest and widest reaching Around Town DC program also serves the DMV with 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 FY20 the program pivoted to offering all classes completely virtually serving 599 older adults city-wide. 1077837 508949 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 FY20, Iona served 80 Wellness & Arts participants with 29,209 hours of care. 0 157300 Corporate Eldercare: 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.Our FannieMae consultant had 599 client encounters in FY2020. 129459 0 Advocacy: Iona hosts three advocacy groups that work 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 Coalition's current work is focused on wage improvement, health benefits, training, supervision, and opportunities for advancement of the necessary long-term care workforce, improvements in access to Medicaid benefits and more. 520593 0 Downtown Cluster's Geriatric Daycare Center, Inc.: On October 1, 2019, Iona was awarded a new grant from the Department on Aging and Community Living to provide adult day health services, first through Downtown Cluster's Geriatric Daycare Center and then at Iona's new Washington Home Center in the Congress Heights Neighborhood of Ward 8 when it was completed towards the end of the fiscal year. As Iona's Center opened, Downtown Cluster's closed and all participants were invited to join Iona's new Center. 606915 0 Congress Heights Adult Day Health Center: In FY19 Iona's Executive Director, together with the Board of Directors announced that we would be buillding an Adult Day Health Center in the Congress Heights neighborhood of Ward 8. Work in FY2020 included a complete renovation of the space in time to open our doors to a small number of participants in-person in October 2020 while serving many more virtually until it is safe to come in person. Providing residents of Wards 7 and 8 access to adult day health care is one step in addressing the inequities that exist between NW and SE DC. 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 and hospitalizations. 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. 0 0 Information and Referral Helpline: In addition to the 2,800 older adults and family caregivers who are directly helped by Iona to cope with the complex challenges of aging, Iona reaches 44,000 people with information from its website and free Resource Guide. In fiscal year 2020, 4,321 calls to Iona's Helpline from 2,172 people were answered by expert staff comprised of social workers and nurses who connect people to resources at Iona and beyond. 0 0 Food Pantry Plus: Due to the pandemic many of our clients needed shelf-stable food and other household items such as toilet paper and cleaning products that they were otherwise unable to obtain. We expanded our small food pantry, moving it from a closet to our large fitness room which now resembles a mini market. Using volunteer delivery drivers we are able to serve clients citywide. The program was launched in March 2020. We made 591 deliveries to 211 clients in need between March and the end of our fiscal year on September 30th and the program is still going strong. 1256967 157300 5777006 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 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 98 0 1 67 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 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 Rita Ross 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 Elaine Melmed Secretary 1.00 X X 0 0 0 Ruthann Bates Director 1.00 X 0 0 0 Paula Blair Director 1.00 X 0 0 0 Trevor Boothe Director 1.00 X 0 0 0 L Thompson Bowles MD PhD Director 1.00 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 Richard Lake 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 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; Executive Dire 40.00 X X 112048 0 2844 Susan A Messina Deputy Director 40.00 X 102375 0 2597 Deborah Rubenstein Director of Client Services 40.00 X 101955 0 2566 316378 0 8007 3 0 0 0 Sibley Memorial Hospital 5255 Loughboro Road NW Washington DC 20016 Club Memory Program 364764 DNE & Associates PLLC 8747 Brook Road Mclean VA 22102 Accounting 191910 Stoiber Associates PC 1621 Connecticut Avenue NW 200 Washington DC 20009 Architectural 108848 3 3099805 2955527 57264 6055332 Participant fees/reimbursements 624200 1057512 1057512 1057512 128162 128162 2058790 1813080 245710 245710 245710 PPP Loan Forgiveness 900099 705000 705000 License Income 900099 146033 146033 Other Income 900099 12094 12094 5500 5500 868627 8355343 1203545 5500 1090966 X 120079 94978 19063 6038 3791145 2998687 601838 190620 59566 47115 9456 2995 201953 159739 32059 10155 277037 219128 43979 13930 8179 8179 39422 39422 42908 42908 1031358 886571 129335 15452 36881 9337 14367 13177 160492 26986 72935 60571 100899 947 98831 1121 502045 255613 246432 5599 5545 54 50167 14597 6817 28753 189603 116125 66264 7214 70740 37 70703 Program meals/ supplies 161075 156198 4026 851 Dues and subscriptions 12690 8070 3565 1055 Bus operations 2674 818 1856 Indirect allocation 0 776515 -839455 62940 6864512 5777006 672580 414926 878598 1541619 1812017 1313830 104157 294570 61211 68918 8705393 3216556 3612382 5488837 5813535 6854043 470886 429764 12752786 15991581 190967 341897 750 350000 0 1002332 191717 1694229 X 6582967 8232046 5978102 6065306 12561069 14297352 12752786 15991581 1490831 245452 0 X X 0 1 X 1 0 X 2800889 4850921 4888373 5318530 6055332 23914045 2800889 4850921 4888373 5318530 6055332 23914045 2784170 21129875 88058 110250 111847 126667 128162 564984 178807 171632 171793 141654 863127 1527013 26006042 5811128 0.81250 0.82270 X Schedule A, Part II, Line 10, Explanation of Other Income: Licensee income - 2015 Amount: $ 178,807. 2016 Amount: $ 171,632. 2017 Amount: $ 171,793. 2018 Amount: $ 141,654. 2019 Amount: $ 863,127. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6184421 612242 296814 6499849 5461294 310600 713065 300538 6184421 5008561 281043 610078 438388 5461294 4143139 908130 679522 722230 5008561 4149395 38046 234121 278423 4143139 0.32050 0.37250 0.30700 0 0 4469826 1528948 2940878 2722015 343369 2378646 1459252 1323909 135343 54300 20330 33970 5488837 Deferred rent and lease incentive liability 999623 Security deposits 2709 1002332 X 8805110 245452 247223 492675 8312435 42908 42908 8355343 7068827 247223 247223 6821604 42908 42908 6864512 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 6 57264 FMV 0 0 0 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 886,571. Management and general expenses 129,335. Fundraising expenses 15,452. Total expenses 1,031,358. 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.