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HERITAGE AREA AGENCY ON AGING

EIN 83-0545648 CEDAR RAPIDS, IA

Revenue 2023
$4,611,460
Expenses 2023
$4,470,213

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P20
Classification
1200
Street
6301 KIRKWOOD BLVD SW

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • KEITH STAMP

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SUSAN O'CONNOR

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT OLSON

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • V FIXMER-ORIAZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID THIELEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EVANS WALLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH WAGNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KARRI FISHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JASMINE MEGOWAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DUSTI WINKIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHRIS MONTROSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE BUHMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN SCHLARMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAREN HUBER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRUCE BARNHART

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BJ DVORAK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LARRY KUDEJ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA 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 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-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 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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $4,611,460
    Expenses
    $4,470,213
    Contributions
    $4,535,781
    Grants paid
    $1,754,151
  • 2022
    Revenue
    $4,375,332
    Expenses
    $4,397,823
    Contributions
    $4,313,647
    Grants paid
    $1,866,587

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $6,443,693
    Expenses
    $6,556,102
    Assets (EOY)
    $1,930,759

  • 2020 · 990

    Revenue
    $6,727,226
    Expenses
    $6,256,235
    Assets (EOY)
    $2,180,396

  • 2019 · 990

    Revenue
    $7,854,912
    Expenses
    $7,619,836
    Assets (EOY)
    $2,094,607

  • 2018 · 990

    Revenue
    $3,370,741
    Expenses
    $3,528,692
    Assets (EOY)
    $795,766

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Form 990-N e-Postcard, tax year 2018

Tax period
1 July 2018 to 30 June 2019
Principal officer
Kellie Elliott-Kapparos
Mailing address
6301 Kirkwood Blvd SWCedar Rapids IA 52406

As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2023, the newest we have parsed for this organization.