Civic Intelligence

Heartland Senior Services

EIN 42-1052353 • 501(c)3 • Ames, IA

Profile

Heartland Senior Services of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.

PO Box 748Ames, IA 50010

www.heartlandseniorservices.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

21st percentile

0.06x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

9th percentile

-29%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

29th percentile

$89,984

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

57th percentile

7.3%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Revenue Growth

7th percentile

-38%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$12,962,703

Down $331,723 (-2.5%) from 2024

Liabilities

Down

$64,628

Down $39,962 (-38%) from 2024

Net Assets

Down

$12,898,075

Down $291,761 (-2.2%) from 2024

Operations
Liabilities / Revenue21st percentileNet Margin9th percentile

Revenue

Down

$1,156,488

Down $1,779,625 (-61%) from 2024

Expenses

Up

$1,494,028

Up $551,569 (+59%) from 2024

Net Income

Down

-$337,540

Down $2,331,194 (-117%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $610,364Liabilities 2010: $186,103Net Assets 2010: $424,2612010Assets 2011: $569,274Liabilities 2011: $175,677Net Assets 2011: $393,5972011Assets 2012: $597,524Liabilities 2012: $113,745Net Assets 2012: $483,7792012Assets 2013: $1,126,680Liabilities 2013: $44,531Net Assets 2013: $1,082,1492013Assets 2014: $1,127,961Liabilities 2014: $42,214Net Assets 2014: $1,085,7472014Assets 2015: $1,163,522Liabilities 2015: $55,029Net Assets 2015: $1,108,4932015Assets 2016: $1,194,249Liabilities 2016: $37,352Net Assets 2016: $1,156,8972016Assets 2017: $2,559,154Liabilities 2017: $35,643Net Assets 2017: $2,523,5112017Assets 2018: $3,988,487Liabilities 2018: $39,059Net Assets 2018: $3,949,4282018Assets 2019: $5,388,873Liabilities 2019: $45,355Net Assets 2019: $5,343,5182019Assets 2020: $5,877,444Liabilities 2020: $52,237Net Assets 2020: $5,825,2072020Assets 2021: $6,332,261Liabilities 2021: $49,498Net Assets 2021: $6,282,7632021Assets 2022: $8,847,902Liabilities 2022: $59,654Net Assets 2022: $8,788,2482022Assets 2023: $11,259,695Liabilities 2023: $81,550Net Assets 2023: $11,178,1452023Assets 2024: $13,294,426Liabilities 2024: $104,590Net Assets 2024: $13,189,8362024Assets 2025: $12,962,703Liabilities 2025: $64,628Net Assets 2025: $12,898,0752025

Highlighted filing

2025

Assets$12,962,703
Liabilities$64,628
Net Assets$12,898,075
Open 2025 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,467,1942010Expenses 2011: $2,443,6392011Expenses 2012: $2,216,7292012Revenue 2013: $1,653,120Expenses 2013: $1,054,750Net Income 2013: $598,3702013Revenue 2014: $1,087,744Expenses 2014: $1,084,146Net Income 2014: $3,5982014Revenue 2015: $1,118,110Expenses 2015: $1,084,358Net Income 2015: $33,7522015Revenue 2016: $1,201,115Expenses 2016: $1,115,654Net Income 2016: $85,4612016Revenue 2017: $2,339,089Expenses 2017: $991,451Net Income 2017: $1,347,6382017Revenue 2018: $2,329,046Expenses 2018: $848,325Net Income 2018: $1,480,7212018Revenue 2019: $2,242,351Expenses 2019: $870,029Net Income 2019: $1,372,3222019Revenue 2020: $1,297,328Expenses 2020: $800,519Net Income 2020: $496,8092020Revenue 2021: $873,517Expenses 2021: $565,966Net Income 2021: $307,5512021Revenue 2022: $3,380,176Expenses 2022: $740,482Net Income 2022: $2,639,6942022Revenue 2023: $3,028,244Expenses 2023: $714,527Net Income 2023: $2,313,7172023Revenue 2024: $2,936,113Expenses 2024: $942,459Net Income 2024: $1,993,6542024Revenue 2025: $1,156,488Expenses 2025: $1,494,028Net Income 2025: -$337,5402025

Highlighted filing

2025

Revenue$1,156,488
Expenses$1,494,028
Net Income-$337,540
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,962,703
Liabilities
$64,628
Net assets
$12,898,075
Revenue
$1,156,488
Expenses
$1,494,028
Net income
-$337,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.0$0.06$12.9$1.16$1.49$0.34
2024Detailed filing. Detailed filing data is available for this year.$13.3$0.10$13.2$2.94$0.94$1.99
2023Detailed filing. Detailed filing data is available for this year.$11.3$0.08$11.2$3.03$0.71$2.31
2022Detailed filing. Detailed filing data is available for this year.$8.85$0.06$8.79$3.38$0.74$2.64
2021Detailed filing. Detailed filing data is available for this year.$6.33$0.05$6.28$0.87$0.57$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.88$0.05$5.83$1.30$0.80$0.50
2019Detailed filing. Detailed filing data is available for this year.$5.39$0.05$5.34$2.24$0.87$1.37
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.04$3.95$2.33$0.85$1.48
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.04$2.52$2.34$0.99$1.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.04$1.16$1.20$1.12$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.06$1.11$1.12$1.08$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$1.09$1.08$0.00
2013Summary only. Only limited summary data is available for this year.$1.13$0.04$1.08$1.65$1.05$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.11$0.48$2.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.18$0.39$2.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.19$0.42$2.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 3, 2026
Return Version
2024v5.2
Gross Receipts
$1,156,488
Mission and Program Overview

Mission

Heartland Senior Services of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.

Heartland of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$9,787,761-
Investments in Publicly Traded Securities$3,493,068$2,690,721▼ $802,347
Savings and Temporary Cash Investments$997,383$315,867▼ $681,516
Cash and Non-Interest-Bearing Accounts$115,774$87,386▼ $28,388
Accounts Receivable$21,534$47,987▲ $26,453
Pledges and Grants Receivable$18,651$14,599▼ $4,052
Inventories for Sale or Use-$4,725-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$13,300,550$12,962,703▼ $337,847
Other Assets Total$8,654,140$13,657▼ $8,640,483
Liabilities
Accounts Payable and Accrued Expenses$87,576$50,971▼ $36,605
Other Liabilities$23,138$13,657▼ $9,481
Total Liabilities$110,714$64,628▼ $46,086
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,493,188$12,101,687▲ $2,608,499
Net Assets With Donor Restrictions$3,696,648$796,388▼ $2,900,260
Total Net Assets Fund Balance$13,189,836$12,898,075▼ $291,761
Total Liabilities and Net Assets / Fund Balance$13,300,550$12,962,703▼ $337,847

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,865,082$183,682$9,048,764
Equipment$922,679$101,862$1,024,541

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$742,362$5,800▲ $83,276$35,050$796,388
2023$686,623$6,550▲ $82,228$33,039$742,362
2022$809,983$24,675▲ $63,619$211,654$686,623
2021$923,624$18,000▼ $96,795$34,846$809,983
2020$727,812$13,624▲ $213,800$31,612$923,624
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Deb SchildrothExecutive DirectorFT$89,984$89,984

Board Members and Trustees

NameTitle
Leo MillemanPast President
Pam WhitePresident
Holly LipseyDirector
Jennifer MargrettDirector
Joe MerchantDirector
Linda DoyleDirector
Marty ChittyDirector
Eliz ErbesSecretary
Rhonda WhitneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$634,024
Program Service Revenue
$397,080
Investment Income
$106,968
Other Revenue
$18,416
All Other Contributions
$114,189
Change in Net Assets
$-337,540

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,156,488
Revenue Not Reported on Form 990
$45,779
Total Revenue per Audited Statements
$1,202,267
Total Revenue per Form 990
$1,156,488
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$898,509
Salaries, Compensation, and Employee Benefits$595,519
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$432,561$19,668-$452,229
Depreciation Depletion$264,137--$264,137
Fees for Services Other$72,193$44,253-$116,446
Current Officers, Directors, Trustees, and Key Employees$70,188$19,796-$89,984
Insurance$44,811$7,295-$52,106
Payroll Taxes$39,452$3,378-$42,830
All Other Expenses$14,442$2,928-$17,370
Travel$13,636--$13,636
Other Employee Benefits$9,356$1,120-$10,476
Other Expenses$7,980$1,299-$9,279
Occupancy$4,015$1,310-$5,325
Advertising$2,352$314-$2,666
Total Functional Expenses$1,304,331$189,697$0$1,494,028

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,494,028
Total Expenses per Audited Statements$1,494,028
Total Expenses per Form 990$1,494,028
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$13,657
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is made available to each member of the governing body before it is filed, so they may have the opportunity to review it before the return is filed.”

Form 990, Part VI, Section B, Line 12C

“The board of directors and key employees review annually the possibility of any conflicts of interests.”

Form 990, Part VI, Section B, Line 15B

“The board reviews the compensation of the executive director annually and does comparisons with similar organizations.”

Form 990, Part VI, Section C, Line 19

“All governing documents, organization policies and financial statements are available to the public upon their request.”

Filing and Contact Details

Filer

Filer Name
Heartland Senior Services
EIN
42-1052353
Phone
5152332906
Address
PO BOX 748, AMES, IA 50010

Signing Officer

Name
Deb Schildroth
Title
Executive Director
Signed
2026-01-03
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
23
Volunteers
481

Preparer

Firm
Houston & Seeman PC
Address
724 Story St 601, Boone, IA 50036
Preparer
Kevin N Houston
Phone
5154321176
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The organization does not believe it has any income derived from unrelated business activities. The organization believes that it has appropriate support for any tax positions taken, and as such, does not have any uncertain tax positions that are material to the financial statements.”

Raw XML AppendixShowing 400 of 516 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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