Iona Senior Services

100%

Four-Star Charity

Impact & Measurement

Accountability & Finance

Culture & Community

Leadership & Adaptability

Iona Senior Services

Is this your nonprofit?

501(c)(3) organization

Donations are tax-deductible

https://www.iona.org/

4125 Albemarle Street, NW

Washington DC 20016

202-895-9448

Washington DC | IRS ruling year: 1975 | EIN: 52-1039553

An EIN is a unique nine-digit number that identifies a business for tax purposes.

Organization Mission

Since 1975, Iona Senior Services has served as a respected and trusted provider of essential services for metro Washington DC adults age 60+, family caregivers, and ...

(More)

Rating Information

Great

This charity's score is 100%, earning it a Four-Star rating. If this organization aligns with your passions and values, you can give with confidence.

This overall score is calculated entirely from a single beacon score, weighted as follows: 100% Accountability & Finance. Learn more about our criteria and methodology.

Historical Ratings

Accountability & Finance

Score

100

Most Recent Fiscal Year:
FY 2021

This beacon provides an assessment of a charity's financial health (financial efficiency, sustainability, and trustworthiness) and its commitment to governance practices and policies.

Learn more

Key Accountability Metrics

Full Credit

Partial Credit

No Credit

Majority Independent Board Members - 100% independent members

8 out of 8 points

Independent Board Size - 13 independent members

7 out of 7 points

Financial Statements - Audit and Oversight Committee

15 out of 15 points

Total Revenue Amount	Expectation to Receive Credit
$2 million or higher and 40% or higher donor support	Expected to complete an audit and have an audit oversight committee
$1 million or higher	Expected to complete an audit
$500,000 - $1 million	Expected to complete an audit, review, or compilation
Less than $500,000	No expectation (removed from scoring methodology)

Material Diversion of Assets - None

10 out of 10 points

Tax Form Disclosures and Policies

Full Credit

Partial Credit

No Credit

Website Listed on Tax Form - Listed

2 out of 2 points

Conflict of Interest Policy - Listed

4 out of 4 points

Whistleblower Policy - Listed

4 out of 4 points

Document Retention and Destruction - Listed

4 out of 4 points

Documents Board Meeting Minutes - Yes

2 out of 2 points

Website Disclosures

Full Credit

Partial Credit

No Credit

Tax Form Posted on Nonprofit's Website - Listed

4 out of 4 points

Financial Metrics

Full Credit

Partial Credit

No Credit

Liabilities to Assets: Ratio - 10.48%

15 out of 15 points

Program Expense: Ratio - 85.12%

25 out of 25 points

Additional Information

Total Revenue and Expenses - Data Available

Salary of Key Persons - Data Available

IRS Published Data (Business Master File) - Data Available

Data Sources (IRS Forms 990) - Data Available

Date Published	Overall Rating
3/1/2022
12/1/2020
3/1/2020
9/1/2018
3/1/2018
12/1/2016
6/1/2016
11/1/2015
This organization received multiple star ratings within this fiscal year, due to an update to its Accountability and Transparency data and/or the receipt of an amended Form 990.
8/1/2014
6/1/2014
7/1/2013