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Human Services : Social Services

Iona Senior Services

Age well. Live well.

four stars

95.50

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

Board Leadership
Elizabeth B. O'Hara
President

CEO
Sally White
Executive Director

 
 
  Score
(out of 100)		 Rating
Overall Score & Rating 95.50 four stars
  Financial 93.65 four stars
  Accountability & Transparency 100.00 four stars
This rating was published 12/01/2016 and includes data from FY2015, the most recent 990 received at that time.
Why isn't this based on more recent data?

Learn more about how we calculate the overall score and rating.

Financial

four stars

93.65

Accountability & Transparency

four stars

100.00

This rating was published 12/01/2016 and includes data from FY2015, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 80.3%
  Administrative Expenses 7.9%
  Fundraising Expenses 11.7%
  Fundraising Efficiency $0.16
  Working Capital Ratio (years) 1.94
  Program Expenses Growth 11.3%
  Liabilities to Assets 1.5%
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.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
Iona Senior Services (DC) 95.50 four stars
Senior Concerns (CA) 92.48 four stars
Little Brothers - Friends of the Elderly, Minneapolis and St. Paul Chapter (MN) 89.95 three stars
DOROT (NY) 92.07 four stars
Masonic Homes of California (CA) 91.34 four stars

Compare These Charities (Highly Rated)

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.

REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,340,690
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $105,545
   Related Organizations $0
   Government Grants $1,364,922
Total Contributions $2,811,157
   Program Service Revenue $910,663
Total Primary Revenue $3,721,820
   Other Revenue $500,105
TOTAL REVENUE $4,221,925
   
EXPENSES  
   Program Expenses $3,130,368
   Administrative Expenses $373,895
   Fundraising Expenses $453,400
TOTAL FUNCTIONAL EXPENSES $3,957,663
   
Payments to Affiliates $0
Excess (or Deficit) for the year $264,262
   
Net Assets $8,282,214

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 $1,350,325 43.1%
Weinberg Wellness & Arts Center $845,638 27.0%
Information, Referral, and Community Programming $832,774 26.6%

Ratings History
Iona Senior Services has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
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, 2015
  • September, 2014
  • September, 2013
  • September, 2012
  • September, 2011

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

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Compensation % of Expenses Paid to Title
$102,510 2.59% Sally White Executive Director

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.

Highly Rated

Charity Name & State Overall Score Overall Rating
Iona Senior Services (DC) 95.50 four stars
Surrey Services for Seniors (PA) 94.23 four stars
Senior Concerns (CA) 92.48 four stars
Alzheimer's Family Services Center (CA) 94.69 four stars
SAGE Eldercare (NJ) 88.69 three stars

Compare These Charities (Highly Rated)

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

Elizabeth B. O'Hara
President

CEO

Sally White
Executive Director

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