2026-05-11T14:27:25-05:00 2025-09-30 582676261 Rogers & Company PLLC 8300 Boone Boulevard Suite 600 Vienna VA 22182 990 2024-10-01 521039553 Iona Senior Services IONA 2029661055 4125 Albemarle Street NW Washington DC 20016 Joon Bang CEO 2029661055 2026-05-11 1 1 Jie Chen CPA P01049760 7038930300 2024 2025-03-06 01:10:19Z Joon Bang 4125 Albemarle Street NW Washington DC 20016 12979017 0 X www.iona.org X 1975 DC Iona supports people as they experience the challenges and opportunities of aging. 11 10 101 225 1696 0 7059328 8185221 1444045 1580260 1016636 238463 163034 445270 9683043 10449214 0 0 0 0 5746914 6318470 0 0 864388 3592677 3623268 9339591 9941738 343452 507476 16756439 16826022 3610347 3200413 13146092 13625609 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 4236621 149333 Community Programs: Iona supports active older adults in the community who want to live vibrant lives through the innovative Aging Solo curriculum, community dining, healthy nutrition counseling, and wellness programs through Around Town DC. In FY 25, 2805 older adults received meals and socialization support, and participated in in-person and virtual classes and activities. 2630083 1174200 Adult Day Health: Iona's award-winning adult day health program provides holistic, individualized, and person-centered care for older adults in a safe, medically supervised and social community. Professional medial and program staff care for and engage older adults living with Alzheimer's or Parkinson's disease, dementia, intellectual and developmental disabilities, diabetes and stroke, and many other chronic conditions while providing support and respite to their family caregivers. In FY 25, Iona's Washington Home Adult Day Health Center (Congress Heights) and Harry and Jeanette Weinberg Wellness & Arts Center combined provided 130 older individuals with 11,609 days of care while supporting 112 family caregivers. 646474 256727 Consultation, Care Management and Counseling: Iona's social service programs provide support for older adults and family caregivers provide support for older adults and family caregivers 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, a multi-disciplinary team of compassionate and highly trained social workers, psychotherapists, and registered nurses provide intensive, customized, person-centered support, information referrals, and other solutions to older adults and families, helping them navigate complex challenges. In FY 25, 3,637 individuals received care management, information and referral, and counseling services. 7513178 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 73 0 1 101 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 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 Patricia Patti A Earnest Board Pres., Exec. Com. & Chair 2.00 X X 0 0 0 Chip Hastie Board Vice President & Finance Comm 1.00 X X 0 0 0 Sam Kilpatrick Board Treas.,Finance Comm Chair, Executive Comm 3.00 X X 0 0 0 Mary Frances McGuiness Governance Committee & Fund Raising Committee 1.00 X 0 0 0 BB Otero Finance Committee 1.00 X 0 0 0 Ruthann Bates Finance and Admin Committe 1.00 X 0 0 0 Ralph Bazilio Member 1.50 X 0 0 0 Jeneen Ramos Governace & Finance Committe 2.00 X 0 0 0 Judith Kozlowski Member 1.00 X 0 0 0 David Andrews Member 1.00 X 0 0 0 Joon Y Bang CEO 40.00 X X 252930 0 12918 Nina Austin Director of Operation 40.00 X 115469 0 10603 Stephanie Hubbard Director of Development 40.00 X 148806 0 7468 Sarah Grogan Director of Adult Day Programs 40.00 X 131582 0 6284 648787 0 37273 4 0 1 0 GRF 4550 Montgomery ave800 Bethesda MD 20814 Accounting Services 318471 Capital City Limousine 7307 Hanover Parkway Greenbelt MD 20770 Transportation Services 291772 2 5816763 2368458 85518 8185221 Participant fees/reimbursements 624200 1580260 1580260 1580260 214790 214790 2553476 2106333 423470 447143 -423470 23673 23673 PPP Loan Forgiveness 900099 279167 279167 License Income 900099 163911 163911 Resource Guide Advertising 541800 1696 1696 496 496 445270 10449214 1580260 1696 682037 X 544308 439459 53099 51750 4992466 4030781 487030 474655 80233 64778 7827 7628 283561 228939 27662 26960 417902 337402 40768 39732 1585 1585 25145 25145 55390 55390 1300008 651004 621542 27462 7708 683 425 6600 210642 18026 138204 54412 169237 5605 118787 44845 657151 411232 245919 76781 9051 13709 54021 278888 111679 167209 126044 126044 Participant transportat 383945 383918 27 Program meals/ supplies 225087 220824 4127 136 Bad debt expense 66486 66486 Recruitment 16556 3482 13074 22615 596315 -649887 76187 9941738 7513178 1564172 864388 66995 30559 939521 787973 182069 135390 42882 44264 9188973 4448806 5260469 4740167 8273129 9254859 311182 217197 1680192 1615613 16756439 16826022 605341 608022 106 15660 350000 0 2654900 2576731 3610347 3200413 X 7143743 7188005 6002349 6437604 13146092 13625609 16756439 16826022 507476 -27959 0 X X 0 1 X 1 1 1 X 5738952 5755519 5750534 7059328 8185221 32489554 5738952 5755519 5750534 7059328 8185221 32489554 675679 31813875 110465 131315 133775 150950 214790 741295 144470 145418 153619 163034 443574 1050115 34280964 6663036 0.92800 0.89440 X Schedule A, Part II, Line 10, Explanation of Other Income: Other income - 2020 Amount: $ 144,470. 2021 Amount: $ 145,418. 2022 Amount: $ 153,619. 2023 Amount: $ 163,034. 2024 Amount: $ 443,574. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8529838 651000 618291 918735 8880394 7062139 830400 1357857 720558 8529838 6418937 1542915 899713 7062139 6898210 -402641 76632 6418937 6499849 722912 324551 6898210 0.34412 0.38323 0.27265 0 0 4469826 2574238 1895588 2911761 1369132 1542629 1725026 428521 1296505 82360 76915 5445 4740167 Right-of-use assets - operating lease 1615613 1615613 Lease liabilities - operating lease 2576731 2576731 X 10365865 -27959 -27959 10393824 55390 55390 10449214 9886348 0 9886348 55390 55390 9941738 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 X X X X X 0 0 0 0 0 0 0 0 0 Joon Y Bang CEO 252930 0 0 0 0 0 5059 0 7859 0 265848 0 0 0 Stephanie Hubbard Director of Development 148806 0 0 0 0 0 2976 0 4492 0 156274 0 0 0 X 10 85518 FMV 0 0 0 Form 990, Part VI, Section B, line 11b The 990 is reviewed by the CEO, Finance Director, and Chair of the Finance 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 CEO, 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 CEO. Compensation for all other employees is determined by the CEO 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 651,004. Management and general expenses 621,542. Fundraising expenses 27,462. Total expenses 1,300,008. 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.