Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 42-1052353

HEARTLAND SENIOR SERVICES

Tax-exempt · AMES, IA 50010

Financials

$2.9M$942K2023$1.2M$1.5M2024$1.5M$1.5M2025
Revenue Expenses · by fiscal year end
Financials of HEARTLAND SENIOR SERVICES by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$1,527,707$1,534,696-$6,989$13,049,266$77,181$12,972,085
June 30, 2025990$1,156,488$1,494,028-$337,540$12,962,703$64,628$12,898,075
June 30, 2024990$2,936,113$942,459$1,993,654$13,294,426$104,590$13,189,836
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$911,861
of which government grants
$462,075
Program service revenue
$457,452
Investment income
$134,179
Other revenue
$24,215

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$90,000
Other salaries and wages
$425,582
Salaries, compensation and benefits (total)
$564,260
Professional fundraising fees
$0
Travel
$16,821
Depreciation
$396,575
Program services (functional)
$1,255,049
Management and general (functional)
$279,647

Balance sheet and other

Total assets, start of year
$12,962,703
Total assets, end of year
$13,049,266
Total liabilities, end of year
$77,181
Net assets, end of year
$12,972,085
Land, buildings and equipment
$9,618,686
Publicly traded securities
$2,848,441
Net assets without donor restrictions
$11,948,508
Net assets with donor restrictions
$1,023,577
Gross receipts
$1,527,707
Employees
32
Volunteers
481
Year formed
1975
State of legal domicile
IA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
DEB SCHILDROTHExecutive Dir.
Officer
45$90,000
PAM WHITEPresident
Trustee or director, Officer
4$0
MARTY CHITTYDirector
Trustee or director
2$0
ELIZ ERBESDirector
Trustee or director
2$0
HOLLY LIPSEYSecretary
Trustee or director, Officer
4$0
LEO MILLEMANPAST PRESIDENT
Trustee or director
2$0
RHONDA WHITNEYTreasurer
Trustee or director, Officer
4$0
JENNIFER MARGRETTDirector
Trustee or director
2$0
JOE MERCHANTDirector
Trustee or director
2$0
NANCY CARROLLExecutive Dir.
Officer
45$0
990 for the year ended June 30, 2025: 10 people
NameTitleHours / weekCompensation
DEB SCHILDROTHExecutive Dir.
Officer
45$89,984
PAM WHITEPresident
Trustee or director, Officer
4$0
MARTY CHITTYDirector
Trustee or director
2$0
ELIZ ERBESSecretary
Trustee or director, Officer
4$0
LINDA DOYLEDirector
Trustee or director
2$0
HOLLY LIPSEYDirector
Trustee or director
2$0
LEO MILLEMANPAST PRESIDENT
Trustee or director
2$0
RHONDA WHITNEYTreasurer
Trustee or director, Officer
4$0
JENNIFER MARGRETTDirector
Trustee or director
2$0
JOE MERCHANTDirector
Trustee or director
2$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
NANCY CARROLLExecutive Dir.
Officer
45$89,275
PAM WHITEDirector
Trustee or director
2$0
MARTY CHITTYDirector
Trustee or director
2$0
ELIZ ERBESSecretary
Trustee or director, Officer
4$0
JOHN SHIERHOLZDirector
Trustee or director
2$0
RHONDA NELSONDirector
Trustee or director
2$0
LEO MILLEMANPresident
Trustee or director, Officer
4$0
TIM TRYONTreasurer
Trustee or director, Officer
4$0
JENNIFER MARGRETTDirector
Trustee or director
2$0
NICOLE FACIODirector
Trustee or director
2$0
DEB SCHILDROTHExecutive Dir.
Officer
45$0

Address and contacts

Address (IRS master file)
905 S WALNUT AVE, AMES, IA 50010-0000
Signed the 990
NANCY CARROLL, Executive Dir.
Phone
(515) 233-2906
Return prepared by
Houston & Seeman PC

Mission

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

990 for the year ended June 30, 2026

Program accomplishments

  • ADULT DAY CENTER - PROVIDES A PROTECTIVE ENVIRONMENT FOR ELDERLY PERSONS WHO ARE UNABLE TO FUNCTION BY THEMSELVES IN SOME RESPECTS AND REQUIRE SPECIAL CARE.
    Expenses $454,333 · revenue $217,698
  • NUTRITION - PROVIDES MEALS TO ELDERLY CITIZENS AND TO HOMEBOUND ELDERLY. SEEKS TO IMPROVE NUTRITIONAL LEVEL AND KNOWLEDGE FOR SENIORS
    Expenses $391,818 · revenue $96,291
  • BISTRO - PROVIDE A RELAXING AND FUN PLACE TO GATHER WITH FRIENDS FOR DRINKS AND WONDERFUL FOOD.
    Expenses $217,962 · revenue $143,463
  • SERVICE COORDINATION - LINKS SENIORS TO THE RESOURCES NEEDED FOR THEIR CONTINUED INDEPENDENCE IN THE COMMUNITY
    Expenses $190,936

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
42-1052353
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1976
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P81Z)
Assets (IRS master file)
$13,049,266
Income (IRS master file)
$1,527,707

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$1,527,707$1,534,696$13,049,266XML
990June 2025$1,156,488$1,494,028$12,962,703XML
990June 2024$2,936,113$942,459$13,294,426XML
990June 2023$3,028,244$714,527$11,259,695IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-1052353).

Questions about HEARTLAND SENIOR SERVICES

What is the EIN of HEARTLAND SENIOR SERVICES?
The employer identification number (EIN) of HEARTLAND SENIOR SERVICES is 42-1052353.
Is HEARTLAND SENIOR SERVICES tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to HEARTLAND SENIOR SERVICES tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEARTLAND SENIOR SERVICES file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HEARTLAND SENIOR SERVICES due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEARTLAND SENIOR SERVICES last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who are the officers and directors of HEARTLAND SENIOR SERVICES?
The 990 for the year ended June 30, 2026 lists 10 people; 1 received compensation from the organization, the highest $90,000 (DEB SCHILDROTH, Executive Dir.).
How much revenue does HEARTLAND SENIOR SERVICES have?
On its 990 for the year ended June 30, 2026 it reported revenue of $1,527,707, expenses of $1,534,696 and total assets of $13,049,266 at year end.

Other nonprofits in AMES

All nonprofits in AMES · Iowa · Human services