Civic Intelligence

Heritage Area Agency on Aging

EIN 83-0545648 • 501(c)3 • Cedar Rapids, IA

Profile

Heritage area agency on aging (heritage) serves the needs of older adults, caregivers, their families and people with disabilities in the following ways: planning: developing and implementing plans that identify and meet the needs of older adults in our service area. Funding: obtaining federal, state, and other (i.e. Grants, etc.) funding for older-adult programs. Advocating: standing strong for older adults' needs at the national, state and local levels.

6301 Kirkwood Blvd SWCedar Rapids, IA 52404

heritageaaa.org

Siviq Scores

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

Liabilities / Assets

64th percentile

0.16x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.08x

Higher debt load relative to revenue than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.1%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

5.4%

Faster revenue growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$2,203,857

Up $244,768 (+12%) from 2023

Liabilities

Up

$363,623

Up $29,024 (+8.7%) from 2023

Net Assets

Up

$1,840,234

Up $215,744 (+13%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin47th percentile

Revenue

Up

$4,611,460

Up $236,128 (+5.4%) from 2023

Expenses

Up

$4,470,213

Up $72,390 (+1.6%) from 2023

Net Income

Up

$141,247

Up $163,738 (+728%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$3.0M$2.0M$1.0M$0Assets 2018: $1Liabilities 2018: $02018Assets 2019: $795,766Liabilities 2019: $396,415Net Assets 2019: $399,3512019Assets 2020: $2,094,607Liabilities 2020: $920,084Net Assets 2020: $1,174,5232020Assets 2021: $2,180,396Liabilities 2021: $354,737Net Assets 2021: $1,825,6592021Assets 2022: $1,930,759Liabilities 2022: $343,630Net Assets 2022: $1,587,1292022Assets 2023: $1,959,089Liabilities 2023: $334,599Net Assets 2023: $1,624,4902023Assets 2024: $2,203,857Liabilities 2024: $363,623Net Assets 2024: $1,840,2342024

Highlighted filing

2024

Assets$2,203,857
Liabilities$363,623
Net Assets$1,840,234
Open 2024 Filing

Operations Trend

Revenue Growth47th percentile

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

$10M$5.0M$0-$5.0MRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $3,370,741Expenses 2019: $3,528,692Net Income 2019: -$157,9512019Revenue 2020: $7,854,912Expenses 2020: $7,619,836Net Income 2020: $235,0762020Revenue 2021: $6,727,226Expenses 2021: $6,256,235Net Income 2021: $470,9912021Revenue 2022: $6,443,693Expenses 2022: $6,556,102Net Income 2022: -$112,4092022Revenue 2023: $4,375,332Expenses 2023: $4,397,823Net Income 2023: -$22,4912023Revenue 2024: $4,611,460Expenses 2024: $4,470,213Net Income 2024: $141,2472024

Highlighted filing

2024

Revenue$4,611,460
Expenses$4,470,213
Net Income$141,247
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,203,857
Liabilities
$363,623
Net assets
$1,840,234
Revenue
$4,611,460
Expenses
$4,470,213
Net income
$141,247
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.36$1.84$4.61$4.47$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.33$1.62$4.38$4.40$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.34$1.59$6.44$6.56$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.35$1.83$6.73$6.26$0.47
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.92$1.17$7.85$7.62$0.24
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.40$0.40$3.37$3.53$0.16
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$4,611,460
Mission and Program Overview

Mission

Heritage area agency on aging (heritage) serves the needs of older adults, caregivers, their families and people with disabilities in the following ways: planning: developing and implementing plans that identify and meet the needs of older adults in our service area. Funding: obtaining federal, state, and other (i.e. Grants, etc.) funding for older-adult programs. Advocating: standing strong for older adults' needs at the national, state and local levels.

Heritage area agency on aging (heritage) serves the needs of older adults, caregivers, their families and people with disabilities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$920,917$943,688▲ $22,771
Pledges and Grants Receivable$191,589$352,001▲ $160,412
Prepaid Expenses and Deferred Charges$11,039$18,684▲ $7,645
Land, Buildings, and Equipment, Net$6,429$5,099▼ $1,330
Total Assets$1,959,089$2,203,857▲ $244,768
Other Assets Total$829,115$884,385▲ $55,270
Liabilities
Accounts Payable and Accrued Expenses$334,599$342,823▲ $8,224
Deferred Revenue-$20,800-
Total Liabilities$334,599$363,623▲ $29,024
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$795,375$955,849▲ $160,474
Net Assets With Donor Restrictions$829,115$884,385▲ $55,270
Total Net Assets Fund Balance$1,624,490$1,840,234▲ $215,744
Total Liabilities and Net Assets / Fund Balance$1,959,089$2,203,857▲ $244,768

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,099$1,552$6,651
Other Assets Org$884,385--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$829,115-▲ $93,445$-38,176$884,384
2022$752,954-▲ $76,161-$829,115
2021$864,743-▼ $111,789-$752,954
2020$647,335$376▲ $217,032-$864,743
2019$578,130$55,059▲ $14,146-$647,335
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara J WerningExecutive DirectorFT$102,581$25,696$128,277
Jill M SindtCommunity Advancement DireFT$86,756$21,056$107,812
Jennifer L KnudtsonFiscal DirectorFT$75,412$17,328$92,740
Kellie R Elliott-kapparosIntegrated Services DirectFT$69,957$21,846$91,803

Board Members and Trustees

NameTitle
Keith StampChair
SUSAN O'CONNORVice-chair
Bj DvorakBoard Member
Bruce BarnhartBoard Member
Chris MontrossBoard Member
David ThielenBoard Member
Dusti WinkieBoard Member
Evans WallerBoard Member
Jasmine MegowanBoard Member
John SchlarmanBoard Member
Karen HuberBoard Member
Karri FisherBoard Member
Larry KudejBoard Member
Michelle BuhmanBoard Member
Sarah WagnerBoard Member
V Fixmer-oriazBoard Member
Scott OlsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,535,781
Program Service Revenue
$51,833
Investment Income
$23,846
Other Revenue
$0
All Other Contributions
$420,280
Change in Net Assets
$141,247

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory3$173,448Book Value
Total Noncash Contributions3$173,448-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,611,460
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$186,152
Total Revenue per Audited Statements
$4,797,612
Total Revenue per Form 990
$4,611,460
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,938,483
Grants and Similar Amounts Paid$1,754,151
Other Expenses$777,579
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,754,151--$1,754,151
Other Salaries and Wages$1,079,188--$1,079,188
Current Officers, Directors, Trustees, and Key Employees$429,343--$429,343
Office Expenses$234,496$1,914-$236,410
Pension Plan Contributions$182,393--$182,393
Other Employee Benefits$138,385--$138,385
Payroll Taxes$109,174--$109,174
Travel$50,608$735-$51,343
Occupancy$45,174--$45,174
Other Expenses$28,898$3-$28,898
Advertising$10,735--$10,735
Depreciation Depletion-$1,330-$1,330
Total Functional Expenses$4,466,231$3,982$0$4,470,213

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,581,868
Expenses per Audited Statements$4,470,213
Total Expenses per Form 990$4,470,213
Expenses Not Reported on Form 990$111,655
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Horizons a Family Service AllianceCedar Rapids, IA501(c)(3)General Support$804,847
Aging Services IncHiawatha, IA501(c)(3)General Support$215,658
Hawkeye Area Community Action ProgramHiawatha, IA501(c)(3)General Support$151,970
Cedar County Senior Citizens IncTipton, IA501(c)(3)General Support$98,895
Jones CountyAnamosa, IA170(c)(1)General Support$86,213
North English Community CenterNorth English, IA170(c)(1)General Support$57,655
Central City IowaCentral City, IA170(c)(1)General Support$55,459
Iowa Legal AidDes Moines, IA501(c)(3)General Support$47,625
United Way of East Central IowaCedar Rapids, IA501(c)(3)General Support$23,796
Cedar County Public HealthTipton, IA170(c)(1)General Support$17,208
Volunteer Services of Cedar CountyTipton, IA501(c)(3)General Support$14,000
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
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
No
Other officer compensation reviewed
No
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

“The form 990 is prepared by an independent accounting firm. The finance department reviews the form 990. Prior to filing the form 990, a complete copy is provided to the entire board for their review.”

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

“The organization distributes a copy of the conflict of interest policy along with an annual statement each officer or director is required to sign stating they read and comply with the policy. Any conflicts are required to be disclosed via the annual statement.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Heritage Area Agency on Aging
EIN
83-0545648
Phone
3193985559
Address
6301 KIRKWOOD BLVD SW, CEDAR RAPIDS, IA 52404

Signing Officer

Name
Barb Werning
Title
Executive Director
Phone
3193985559
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barb Werning
Formed
2018
Legal Domicile
Ia
Voting Board Members
17
Independent Board Members
17
Employees
27
Volunteers
170

Preparer

Firm
Denman CPA Llp
Address
1601 22ND STREET SUITE 400, WEST DES MOINES, IA 50266-1453
Preparer
Jefferey Roy
Phone
5152258400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No changes from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Heritage is exempt from federal income tax under section 501(c)(3) of the internal revenue code and is not classified as a private foundation. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by heritage and recognize a tax liability (or asset) for an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has evaluated their material tax positions and determined there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Heritage is subject to routine audits by tax authorities; however, there are currently no audits for any tax periods in progress. Management believes heritage is no longer subject to income tax examinations for years prior to the fiscal year ended june 30, 2021.”

Raw XML AppendixShowing 400 of 657 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0334599
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0342823
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HERITAGE AREA AGENCY ON AGING (HERITAGE) SERVES THE NEEDS OF OLDER ADULTS, CAREGIVERS, THEIR FAMILIES AND PEOPLE WITH DISABILITIES.
IRS990/AdvertisingGrp/ProgramServicesAmt010735
IRS990/AdvertisingGrp/TotalAmt010735
IRS990/AllOtherContributionsAmt0420280
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03193985559
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06301 KIRKWOOD BLVD SW
IRS990/BooksInCareOfDetail/USAddress/CityNm0CEDAR RAPIDS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052404
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0920917
IRS990/CashNonInterestBearingGrp/EOYAmt0943688
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0429343
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0429343
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04535781
IRS990/CYGrantsAndSimilarPaidAmt01754151
IRS990/CYInvestmentIncomeAmt023846
IRS990/CYOtherExpensesAmt0777579
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt051833
IRS990/CYRevenuesLessExpensesAmt0141247
IRS990/CYSalariesCompEmpBnftPaidAmt01938483
IRS990/CYTotalExpensesAmt04470213
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04611460
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/EOYAmt020800
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01330
IRS990/DepreciationDepletionGrp/TotalAmt01330
IRS990/Desc0THE HOME-DELIVERED NUTRITION SERVICES SECTION OF THE OLDER AMERICANS ACT AUTHORIZES MEALS AND RELATED NUTRITION SERVICES FOR OLDER INDIVIDUALS WHO ARE HOMEBOUND. HOME-DELIVERED MEALS ARE OFTEN THE FIRST IN-HOME SERVICE THAT AN OLDER ADULT RECEIVES, AND THE PROGRAM IS A PRIMARY ACCESS POINT FOR OTHER HOME AND COMMUNITY-BASED SERVICES. IT IS IMPORTANT TO NOTE THAT THIS PROGRAM PROVIDES MUCH MORE THAN FOOD; IT PROVIDES A WHOLESOME MEAL PLUS A SAFETY CHECK, AND SOMETIMES THE ONLY OPPORTUNITY FOR FACE-TO-FACE CONTACT OR CONVERSATION FOR THAT DAY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0829115
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0884385
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0918219
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1725696
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1817328
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1921846
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2021056
IRS990/Form990PartVIISectionAGrp/PersonNm0KEITH STAMP
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSAN O'CONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm3V FIXMER-ORIAZ
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID THIELEN
IRS990/Form990PartVIISectionAGrp/PersonNm5EVANS WALLER
IRS990/Form990PartVIISectionAGrp/PersonNm6SARAH WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm7KARRI FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm8JASMINE MEGOWAN
IRS990/Form990PartVIISectionAGrp/PersonNm9DUSTI WINKIE
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRIS MONTROSS
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHELLE BUHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN SCHLARMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13KAREN HUBER
IRS990/Form990PartVIISectionAGrp/PersonNm14BRUCE BARNHART
IRS990/Form990PartVIISectionAGrp/PersonNm15BJ DVORAK
IRS990/Form990PartVIISectionAGrp/PersonNm16LARRY KUDEJ
IRS990/Form990PartVIISectionAGrp/PersonNm17BARBARA J WERNING
IRS990/Form990PartVIISectionAGrp/PersonNm18JENNIFER L KNUDTSON
IRS990/Form990PartVIISectionAGrp/PersonNm19KELLIE R ELLIOTT-KAPPAROS
IRS990/Form990PartVIISectionAGrp/PersonNm20JILL M SINDT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17102581
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1875412
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1969957
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2086756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18FISCAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19INTEGRATED SERVICES DIRECT
IRS990/Form990PartVIISectionAGrp/TitleTxt20COMMUNITY ADVANCEMENT DIRE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt04115501
IRS990/GrantAmt0642273
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01754151
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01754151
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04611460
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt023846
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023846
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01552
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06429
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05099
IRS990/LandBldgEquipCostOrOtherBssAmt06651
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HERITAGE AREA AGENCY ON AGING (HERITAGE) SERVES THE NEEDS OF OLDER ADULTS, CAREGIVERS, THEIR FAMILIES AND PEOPLE WITH DISABILITIES IN THE FOLLOWING WAYS: PLANNING: DEVELOPING AND IMPLEMENTING PLANS THAT IDENTIFY AND MEET THE NEEDS OF OLDER ADULTS IN OUR SERVICE AREA. FUNDING: OBTAINING FEDERAL, STATE, AND OTHER (I.E. GRANTS, ETC.) FUNDING FOR OLDER-ADULT PROGRAMS. ADVOCATING: STANDING STRONG FOR OLDER ADULTS' NEEDS AT THE NATIONAL, STATE AND LOCAL LEVELS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01624490
IRS990/NetAssetsOrFundBalancesEOYAmt01840234
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt074497
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0795375
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0955849
IRS990/NoncashContributionsAmt0173448
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt045174
IRS990/OccupancyGrp/TotalAmt045174
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01914
IRS990/OfficeExpensesGrp/ProgramServicesAmt0234496
IRS990/OfficeExpensesGrp/TotalAmt0236410
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0829115
IRS990/OtherAssetsTotalGrp/EOYAmt0884385
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0138385
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0138385
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1PHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03
IRS990/OtherExpensesGrp/ProgramServicesAmt0403686
IRS990/OtherExpensesGrp/ProgramServicesAmt128898
IRS990/OtherExpensesGrp/TotalAmt0403689
IRS990/OtherExpensesGrp/TotalAmt128898
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01079188
IRS990/OtherSalariesAndWagesGrp/TotalAmt01079188
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt0109174
IRS990/PayrollTaxesGrp/TotalAmt0109174
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0182393
IRS990/PensionPlanContributionsGrp/TotalAmt0182393
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0191589
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0352001
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011039
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018684
IRS990/PrincipalOfficerNm0BARB WERNING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt051833
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt051833
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CONGREGATE NUTRITION SERVICES SECTION OF THE OLDER AMERICANS ACT AUTHORIZES MEALS AND RELATED NUTRITION SERVICES IN CONGREGATE, OR GROUP, SETTINGS. IN ADDITION TO SERVING HEALTHY MEALS, THE PROGRAM PROMOTES SOCIAL ENGAGEMENT, OFFERS OPPORTUNITIES TO PRESENT INFORMATION ABOUT HEALTHY AGING AND SHOWCASES MEANINGFUL VOLUNTEER ROLES, ALL OF WHICH CONTRIBUTE TO AN OLDER INDIVIDUAL'S OVERALL HEALTH AND WELL-BEING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0667342
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0258465
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt049432
IRS990/ProgSrvcAccomActy3Grp/Desc0SUPPORTIVE SERVICES ARE KEY TO HELPING OLDER ADULTS MAINTAIN THEIR LONG-TERM INDEPENDENCE. WITH THE HELP OF ACCESS SERVICES (E.G., TRANSPORTATION, CASE MANAGEMENT, INFORMATION AND ASSISTANCE), IN-HOME SERVICES (E.G., PERSONAL CARE, CHORE AND HOMEMAKER ASSISTANCE) AND COMMUNITY SERVICES (E.G., MENTAL HEALTH SERVICES, ADULT DAY CARE), INDIVIDUALS CAN PREVENT EARLY INSTITUTIONALIZATION AND INSTEAD CONTINUE LIVING AT HOME OR IN THEIR COMMUNITY OF CHOICE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0626775
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0197652
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ELDERLY SERVICES, VOCA, CAREGIVER SUPPORT, LIFE LONG LINKS, NUTRITION, AND OTHER SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02253895
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0655761
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02381
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04313647
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01866587
IRS990/PYInvestmentIncomeAmt019436
IRS990/PYOtherExpensesAmt0575557
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt042249
IRS990/PYRevenuesLessExpensesAmt0-22491
IRS990/PYSalariesCompEmpBnftPaidAmt01955679
IRS990/PYTotalExpensesAmt04397823
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04375332
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0141247
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt020
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04535781
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04313647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05559770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06069970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06687470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt027166638
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0111655
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0227631
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt0147750
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt071280
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt095040
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0653356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023846
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019436
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014332
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011739
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt078393
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt02729902
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99720
IRS990ScheduleA/PublicSupportPY170Pct00.99790
IRS990ScheduleA/PublicSupportTotal170Amt027819994
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04647436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04541278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05707520
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06141250
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06782510
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027819994
IRS990ScheduleA/TotalSupportAmt027898387
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0829115
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0884384
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt093445
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0-38176

Document Assets

No mirrored PDF or thumbnail assets are attached yet.