Form 990 for tax year 2022
Filed by NORTHEAST IOWA AREA AGENCY ON AGING INC.
Totals
- Total revenue
- $9,469,697
- Total expenses
- $9,447,753
- Contributions and grants received
- $8,452,533
- Grants paid
- $0
- Program service revenue
- $1,014,543
- Investment income
- $2,621
- Other revenue
- $0
- Total assets, end of year
- $3,739,230
- Total liabilities, end of year
- $1,287,206
- Net assets or fund balances, end of year
- $2,452,024
- Program services expenses (Part IX)
- $8,427,660
- Management and general expenses
- $1,020,093
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,427,660
Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$29,000
-
1e · Government grants (contributions)
$8,266,392
-
1f · All other contributions, gifts and grants
$157,141
-
2a · Program service revenue: OTHER
total $489,906 · related or exempt $489,906
-
2b · Program service revenue: PROGRAM INCOME
total $341,325 · related or exempt $341,325
-
2c · Program service revenue: FEES FOR SERVICE
total $183,312 · related or exempt $183,312
-
3 · Investment income
total $3,952 · related or exempt $3,952
-
7a · Gross sales of assets other than inventory
other assets $20,000
-
7b · Less cost or other basis and sales expenses
other assets $21,331
-
7c · Gain or loss
other assets -$1,331
-
7d · Net gain or loss
total -$1,331 · related or exempt -$1,331
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $226,161 · management and general $226,161
-
7 · Other salaries and wages
total $2,552,666 · program services $2,231,286 · management and general $321,380
-
8 · Pension plan contributions
total $263,676 · program services $209,010 · management and general $54,666
-
9 · Other employee benefits
total $541,043 · program services $428,873 · management and general $112,170
-
10 · Payroll taxes
total $198,825 · program services $157,604 · management and general $41,221
-
11g · Fees: other
total $4,949,904 · program services $4,861,176 · management and general $88,728
-
12 · Advertising and promotion
total $54,586 · program services $53,492 · management and general $1,094
-
13 · Office expenses
total $306,753 · program services $249,069 · management and general $57,684
-
16 · Occupancy
total $94,285 · program services $70,477 · management and general $23,808
-
17 · Travel
total $100,476 · program services $92,268 · management and general $8,208
-
19 · Conferences, conventions and meetings
total $29,203 · program services $20,469 · management and general $8,734
-
20 · Interest
total $11,979 · management and general $11,979
-
22 · Depreciation, depletion and amortization
total $56,024 · program services $14,855 · management and general $41,169
-
23 · Insurance
total $52,367 · program services $37,503 · management and general $14,864
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $20,800 · program services $1,450 · management and general $19,350
-
24b · Other expenses: MISCELLANEOUS
total -$10,995 · program services $128 · management and general -$11,123
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $922 · end of year $14,304
-
2 · Savings and temporary cash investments
beginning of year $2,241,952 · end of year $2,484,915
-
3 · Pledges and grants receivable
beginning of year $640,108 · end of year $464,040
-
9 · Prepaid expenses and deferred charges
beginning of year $107,971 · end of year $94,348
-
10a · Land, buildings and equipment: cost or other basis
$1,487,340
-
10b · Land, buildings and equipment: accumulated depreciation
$805,717
-
10c · Land, buildings and equipment, net
beginning of year $529,863 · end of year $681,623
-
17 · Accounts payable and accrued expenses
beginning of year $787,943 · end of year $827,488
-
23 · Secured mortgages and notes payable
beginning of year $302,793 · end of year $289,849
-
25 · Other liabilities
end of year $169,869
-
27 · Net assets without donor restrictions
beginning of year $2,401,080 · end of year $2,423,024
-
28 · Net assets with donor restrictions
beginning of year $29,000 · end of year $29,000
Mission and programs · 2022
Mission
WE EMPOWER OLDER INDIVIDUALS TO AGE WITH DIGNITY AND INDEPENDENCE.
-
CONGREGATE AND HOME-DELIVERED MEALS: MEALS WERE PROVIDED TO SENIORS IN THE 18 COUNTY SERVICE AREA.
Expenses $2,782,122 · Revenue $424,774
-
SENIOR MEDICARE PATROL PROJECT: SMP NATIONAL RESOURCE CENTER (SMP CENTER) SERVES THE SMP PROJECTS NATIONALLY AND PROMOTES NATIONAL VISIBILITY FOR THE SMP PROGRAM TO ASSIST THE GENERAL PUBLIC IN LOCATING THEIR STATE SMP PROJECT. THE SMP CENTER HELPS STATES WITH RECRUITING AND TRAINING VOLUNTEERS TO EDUCATE CONSUMERS ON HOW TO PROTECT THEIR INFORMATION AS WELL AS HOW TO DETECT AND REPORT DISCREPANCIES IN THEIR HEALTHCARE BILLING NOTICES.
Expenses $1,392,063
-
STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) PROVIDES FREE PERSONALIZED COUNSELING, EDUCATION, AND OUTREACH TO ASSIST AGING AND DISABLED MEDICARE BENEFICIARIES AND THEIR FAMILIES NAVIGATE THE HEALTH AND LONG-TERM SERVICES AND SUPPORT SYSTEMS.
Expenses $1,250,690
-
ALL OTHER PROGRAMS THAT SUPPORT OUR MISSION TO EMPOWER OLDER INDIVIDUALS.
Expenses $3,002,785 · Revenue $589,769
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael DonohueMICHAEL DONOHUE
EXECUTIVE DI
- Total calculated
- $129,496
- From this org
- $97,079
- From related orgs
- $0
- Other
- $32,417
- Hours/week
- 40
-
Alyce SchallerALYCE SCHALLER
FINANCE DIRE
- Total calculated
- $96,665
- From this org
- $62,797
- From related orgs
- $0
- Other
- $33,868
- Hours/week
- 40
-
Les AskelsonLES ASKELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jacob BatesJACOB BATES
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Dan ByrnesDAN BYRNES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sally DaviesSALLY DAVIES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diane DawleyDIANE DAWLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kari HarbaughKARI HARBAUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie HindersJULIE HINDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jean MadduxJEAN MADDUX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Janell McLreeJANELL MCLREE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick MurrayPATRICK MURRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Greg OrwollGREG ORWOLL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Connie PerryCONNIE PERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chelsea PetersenCHELSEA PETERSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kayla ReyesKAYLA REYES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Valerie SchwagerVALERIE SCHWAGER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Amanda StahleyAMANDA STAHLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Katie Thornton-LangKATIE THORNTON-LANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessie TibbottJESSIE TIBBOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shannon ZoffkaSHANNON ZOFFKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
NEI3A PROPERTIES LLC
RENTAL · IA · income $32,453 · assets $598,149
Directly controlled by NORTHEAST NORTHEAST IOWA AREA AGENCY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 January 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440229349301579
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