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Human Services : Social Services

Iona Senior Services

Age well. Live well.

four stars

94.96

4125 Albemarle Street, NW Washington, DC 20016
tel: (202) 895-9448   Web Site
EIN: 52-1039553

Board Leadership
Rita W. Ross
President

CEO
Sally White
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 94.96 four stars
  Financial 94.11 four stars
  Accountability & Transparency 96.00 four stars
This rating was published 03/01/2020 and includes data from FY2018, the most recent 990 received at that time.

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 the community. Iona's mission is to support people as they experience the challenges and opportunities of aging. We educate, advocate, and provide community-based programs and services to help people age well and live well. We envision a community that celebrates, values, respects and protects the contributions and possibilities of every individual.

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 the community. Iona's mission is to support people as they experience the challenges and opportunities of aging. We educate, advocate, and provide community-based programs and services to help people age well and live well. We envision a community that celebrates, values, respects and protects the contributions and possibilities of every individual.

Impact Information

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Financial

four stars

94.11

Accountability & Transparency

four stars

96.00

This rating was published 03/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
81.9%
  Administrative Expenses 7.5%
  Fundraising Expenses 10.5%
  Fundraising Efficiency $0.12
  Working Capital Ratio (years) 1.88
  Program Expenses Growth 16.2%
  Liabilities to Assets 0.9%
All data for Financial Performance Metrics calculations was provided by Iona Senior Services on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Iona Senior Services on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Iona Senior Services (DC) 94.96 four stars
Masonic Homes of California (CA) 93.16 four stars
Austin Groups for the Elderly (TX) 92.52 four stars
The Senior Source (TX) 90.58 four stars
Search and Care (NY) 90.95 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,763,420
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $432,269
   Related Organizations $0
   Government Grants $2,692,684
Total Contributions $4,888,373
   Program Service Revenue $1,220,689
Total Primary Revenue $6,109,062
   Other Revenue $666,261
TOTAL REVENUE $6,775,323
   
EXPENSES  
   Program Expenses $4,910,140
   Administrative Expenses $413,254
   Fundraising Expenses $510,786
TOTAL FUNCTIONAL EXPENSES $5,834,180
   
Payments to Affiliates $0
Excess (or Deficit) for the year $941,143
   
Net Assets $11,620,614

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Consultation, Case Management & Counseling $1,905,364 38.8%
Weinberg Wellness & Arts Center $1,196,012 24.3%
Information, Referral, and Community Programming $1,020,645 20.8%

Ratings History
Iona Senior Services has received 6 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-09 03/01/2020 94.96 four stars
2017-09 09/01/2018 94.78 four stars
2016-09 03/01/2018 93.19 four stars
2015-09 12/01/2016 95.50 four stars
2014-09 06/01/2016 94.64 four stars
 
CN 2.0
2014-09 11/01/2015 92.25 four stars
2013-09 08/01/2014 90.38 four stars
2012-09 06/01/2014 83.53 three stars
2012-09 07/01/2013 81.78 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 52-1039553
Name in IRS Master File IONA SENIOR SERVICES
NTEE Code P81
NTEE Classification Senior Centers, Services
NTEE Type Human Services - Multipurpose and Other
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (569) Referral service (social agencies)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date July, 1975
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2017
  • September, 2016
  • September, 2015
  • September, 2014
  • September, 2013
Compensation % of Expenses Paid to Title
$109,851 1.88% Sally S. White Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Iona Senior Services (DC) 94.96 four stars
Openhouse (CA) 87.52 three stars
Friends of Yad Sarah (NY) 95.73 four stars
National Council on Aging (VA) 88.29 three stars
FiftyForward (TN) 87.68 three stars

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Iona Senior Services
4125 Albemarle Street, NW
Washington, DC 20016
tel: (202) 895-9448
fax: (202) 895-0244
TTY: (202) 895-9444
EIN: 52-1039553

Visit Web Site

Board Leadership

Rita W. Ross
President

CEO

Sally White
Executive Director

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