Totals
- Total revenue
- $4,611,460
- Total expenses
- $4,470,213
- Contributions and grants received
- $4,535,781
- Grants paid
- $1,754,151
- Program service revenue
- $51,833
- Investment income
- $23,846
- Other revenue
- $0
- Total assets, end of year
- $2,203,857
- Total liabilities, end of year
- $363,623
- Net assets or fund balances, end of year
- $1,840,234
- Program services expenses (Part IX)
- $4,466,231
- Management and general expenses
- $3,982
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,466,231
Program services were 99.9% 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.
-
1e · Government grants (contributions)
$4,115,501
-
1f · All other contributions, gifts and grants
$420,280
-
1g · Noncash contributions included above
$173,448
-
2a · Program service revenue: PROGRAM INCOME
total $51,833 · related or exempt $51,833
-
3 · Investment income
total $23,846 · excluded $23,846
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,754,151 · program services $1,754,151
-
5 · Compensation of officers, directors and key employees
total $429,343 · program services $429,343
-
7 · Other salaries and wages
total $1,079,188 · program services $1,079,188
-
8 · Pension plan contributions
total $182,393 · program services $182,393
-
9 · Other employee benefits
total $138,385 · program services $138,385
-
10 · Payroll taxes
total $109,174 · program services $109,174
-
12 · Advertising and promotion
total $10,735 · program services $10,735
-
13 · Office expenses
total $236,410 · program services $234,496 · management and general $1,914
-
16 · Occupancy
total $45,174 · program services $45,174
-
17 · Travel
total $51,343 · program services $50,608 · management and general $735
-
22 · Depreciation, depletion and amortization
total $1,330 · management and general $1,330
-
24a · Other expenses: PROGRAM SUPPLIES
total $403,689 · program services $403,686 · management and general $3
-
24b · Other expenses: PHONE
total $28,898 · program services $28,898
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $920,917 · end of year $943,688
-
3 · Pledges and grants receivable
beginning of year $191,589 · end of year $352,001
-
9 · Prepaid expenses and deferred charges
beginning of year $11,039 · end of year $18,684
-
10a · Land, buildings and equipment: cost or other basis
$6,651
-
10b · Land, buildings and equipment: accumulated depreciation
$1,552
-
10c · Land, buildings and equipment, net
beginning of year $6,429 · end of year $5,099
-
15 · Other assets
beginning of year $829,115 · end of year $884,385
-
17 · Accounts payable and accrued expenses
beginning of year $334,599 · end of year $342,823
-
19 · Deferred revenue
end of year $20,800
-
27 · Net assets without donor restrictions
beginning of year $795,375 · end of year $955,849
-
28 · Net assets with donor restrictions
beginning of year $829,115 · end of year $884,385
Mission and programs · 2023
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.
Activities or mission (Part I)
HERITAGE AREA AGENCY ON AGING (HERITAGE) SERVES THE NEEDS OF OLDER ADULTS, CAREGIVERS, THEIR FAMILIES AND PEOPLE WITH DISABILITIES.
-
THE 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.
Expenses $918,219 · Grants $642,273 · Revenue $20
-
THE 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.
Expenses $667,342 · Grants $258,465 · Revenue $49,432
-
SUPPORTIVE 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.
Expenses $626,775 · Grants $197,652
-
ELDERLY SERVICES, VOCA, CAREGIVER SUPPORT, LIFE LONG LINKS, NUTRITION, AND OTHER SERVICES.
Expenses $2,253,895 · Grants $655,761 · Revenue $2,381
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Keith StampKEITH STAMP
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Susan O'ConnorSUSAN O'CONNOR
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Scott OlsonSCOTT OLSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
V Fixmer-OriazV FIXMER-ORIAZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David ThielenDAVID THIELEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Evans WallerEVANS WALLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sarah WagnerSARAH WAGNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karri FisherKARRI FISHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jasmine MegowanJASMINE MEGOWAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dusti WinkieDUSTI WINKIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Chris MontrossCHRIS MONTROSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michelle BuhmanMICHELLE BUHMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John SchlarmanJOHN SCHLARMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen HuberKAREN HUBER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bruce BarnhartBRUCE BARNHART
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Bj DvorakBJ DVORAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Larry KudejLARRY KUDEJ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara J WerningBARBARA J WERNING
EXECUTIVE DIRECTOR
- Total calculated
- $128,277
- From this org
- $102,581
- From related orgs
- $0
- Other
- $25,696
- Hours/week
- 40
-
Jennifer L KnudtsonJENNIFER L KNUDTSON
FISCAL DIRECTOR
- Total calculated
- $92,740
- From this org
- $75,412
- From related orgs
- $0
- Other
- $17,328
- Hours/week
- 40
-
Kellie R Elliott-KapparosKELLIE R ELLIOTT-KAPPAROS
INTEGRATED SERVICES DIRECT
- Total calculated
- $91,803
- From this org
- $69,957
- From related orgs
- $0
- Other
- $21,846
- Hours/week
- 40
-
Jill M SindtJILL M SINDT
COMMUNITY ADVANCEMENT DIRE
- Total calculated
- $107,812
- From this org
- $86,756
- From related orgs
- $0
- Other
- $21,056
- Hours/week
- 40
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
-
HORIZONS A FAMILY SERVICE ALLIANCE
$804,847
GENERAL SUPPORT
-
$215,658
GENERAL SUPPORT
-
GENERAL SUPPORT
-
CEDAR COUNTY SENIOR CITIZENS INC
$98,895
GENERAL SUPPORT
-
JONES COUNTY
$86,213
GENERAL SUPPORT
-
NORTH ENGLISH COMMUNITY CENTER
$57,655
GENERAL SUPPORT
-
CENTRAL CITY IOWA
$55,459
GENERAL SUPPORT
-
$47,625
GENERAL SUPPORT
-
UNITED WAY OF EAST CENTRAL IOWA
$23,796
GENERAL SUPPORT
-
CEDAR COUNTY PUBLIC HEALTH
$17,208
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521359349303212
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.