Nonprofit · EIN 83-0545648
HERITAGE AREA AGENCY ON AGING
Tax-exempt · CEDAR RAPIDS, IA 52404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,121,754 | $4,307,761 | -$186,007 | $2,057,497 | $322,570 | $1,734,927 |
| June 30, 2024 | 990 | $4,611,460 | $4,470,213 | $141,247 | $2,203,857 | $363,623 | $1,840,234 |
| June 30, 2023 | 990 | $4,375,332 | $4,397,823 | -$22,491 | $1,959,089 | $334,599 | $1,624,490 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,008,495
- of which government grants
- $3,565,502
- Program service revenue
- $82,066
- Investment income
- $31,193
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,717,437
- Compensation of officers, directors and key employees
- $439,006
- Other salaries and wages
- $1,021,850
- Salaries, compensation and benefits (total)
- $1,890,460
- Professional fundraising fees
- $0
- Occupancy
- $43,376
- Travel
- $42,493
- Depreciation
- $1,330
- Program services (functional)
- $4,306,326
- Management and general (functional)
- $1,435
Balance sheet and other
- Total assets, start of year
- $2,203,857
- Total assets, end of year
- $2,057,497
- Total liabilities, end of year
- $322,570
- Net assets, end of year
- $1,734,927
- Land, buildings and equipment
- $3,769
- Net assets without donor restrictions
- $781,212
- Net assets with donor restrictions
- $953,715
- Gross receipts
- $4,121,754
- Employees
- 25
- Volunteers
- 150
- Year formed
- 2018
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BARBARA J WERNING | EXECUTIVE DIRECTOR Officer | 40 | $102,309 | $23,746 |
| JILL M SINDT | COMMUNITY ADVANCEMENT DIRE Officer | 40 | $88,192 | $19,775 |
| JENNIFER L KNUDTSON | FISCAL DIRECTOR Officer | 40 | $75,442 | $16,808 |
| KELLIE R ELLIOTT-KAPPAROS | INTEGRATED SERVICES DIRECT Officer | 40 | $68,008 | $20,786 |
| KEITH STAMP | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN O'CONNOR | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT OLSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MANDI REMINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID THIELEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EVANS WALLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH WAGNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KARRI FISHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JON ZIRKELBACH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JESSICA FAIRBANKS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS MONTROSS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY DOERGE | BOARD MEMBER Trustee or director | 1 | $0 |
| DUSTI WINKIE | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN HUBER | BOARD MEMBER Trustee or director | 1 | $0 |
| BRUCE BARNHART | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BARBARA J WERNING | EXECUTIVE DIRECTOR Officer | 40 | $102,581 | $25,696 |
| JILL M SINDT | COMMUNITY ADVANCEMENT DIRE Officer | 40 | $86,756 | $21,056 |
| JENNIFER L KNUDTSON | FISCAL DIRECTOR Officer | 40 | $75,412 | $17,328 |
| KELLIE R ELLIOTT-KAPPAROS | INTEGRATED SERVICES DIRECT Officer | 40 | $69,957 | $21,846 |
| KEITH STAMP | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SUSAN O'CONNOR | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SCOTT OLSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| V FIXMER-ORIAZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID THIELEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EVANS WALLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH WAGNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KARRI FISHER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JASMINE MEGOWAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DUSTI WINKIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS MONTROSS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELLE BUHMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN SCHLARMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KAREN HUBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRUCE BARNHART | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BJ DVORAK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LARRY KUDEJ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA J WERNING | EXECUTIVE DIRECTOR Officer | 40 | $105,319 |
| JILL M SINDT | COMMUNITY ADVANCEMENT DIRE Officer | 40 | $88,173 |
| JENNIFER L KNUDTSON | FISCAL DIRECTOR Officer | 40 | $74,691 |
| KELLIE R ELLIOTT-KAPPAROS | INTEGRATED SERVICES DIRECT Officer | 40 | $72,909 |
| KEITH STAMP | CHAIR Trustee or director, Officer | 1 | $0 |
| SUSAN O'CONNOR | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| SCOTT OLSON | TREASURER Trustee or director, Officer | 1 | $0 |
| SHAWN IRELAND | SECRETARY Trustee or director, Officer | 1 | $0 |
| V FIXMER-ORIAZ | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID THIELEN | BOARD MEMBER Trustee or director | 1 | $0 |
| EVANS WALLER | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH WAGNER | BOARD MEMBER Trustee or director | 1 | $0 |
| KARRI FISHER | BOARD MEMBER Trustee or director | 1 | $0 |
| JASMINE MEGOWAN | BOARD MEMBER Trustee or director | 1 | $0 |
| DUSTIE WINKIE | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS MONTROSS | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHELLE BUHMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN SCHLARMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN HUBER | BOARD MEMBER Trustee or director | 1 | $0 |
| BRUCE BARNHART | BOARD MEMBER Trustee or director | 1 | $0 |
| BOB WELSH | BOARD MEMBER Trustee or director | 1 | $0 |
| LARRY KUDEJ | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6301 KIRKWOOD BLVD SW, CEDAR RAPIDS, IA 52404-5260
- In care of
- % JIM CHOATE
- Mailing address (990-N for 2018)
- 6301 Kirkwood Blvd SW, Cedar Rapids IA 52406
- Principal officer (990 for 2024)
- BARB WERNING, 6301 KIRKWOOD BLVD SW, CEDAR RAPIDS, IA 52406
- Principal officer (990-N for 2018)
- Kellie Elliott-Kapparos, 6301 Kirkwood Blvd SW, Cedar Rapids IA 52406
- Signed the 990
- BARB WERNING, EXECUTIVE DIRECTOR
- Phone
- (319) 398-5559
- Website
- HTTP://HERITAGEAAA.ORG/
- Return prepared by
- DENMAN CPA LLP
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.
Program accomplishments
- 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 $814,982 · grants $704,822
- 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 $851,304 · grants $253,670 · revenue $47,660
- ELDERLY 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 $814,358 · grants $245,889 · revenue $488
- SUPPORT SERVICES, VOCA, CAREGIVER SUPPORT, LIFE LONG LINKS, NUTRITION, AND OTHER SERVICES.Expenses $1,825,682 · grants $513,056 · revenue $33,918
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0545648
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $2,057,497
- Income (IRS master file)
- $4,121,754
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,121,754 | $4,307,761 | $2,057,497 | IRS |
| 990 | June 2024 | $4,611,460 | $4,470,213 | $2,203,857 | IRS |
| 990 | June 2023 | $4,375,332 | $4,397,823 | $1,959,089 | XML |
| 990 | June 2022 | $6,443,693 | $6,556,102 | $1,930,759 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Kellie Elliott-Kapparos | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 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 83-0545648).
Questions about HERITAGE AREA AGENCY ON AGING
- What is the EIN of HERITAGE AREA AGENCY ON AGING?
- The employer identification number (EIN) of HERITAGE AREA AGENCY ON AGING is 83-0545648.
- Is HERITAGE AREA AGENCY ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to HERITAGE AREA AGENCY ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HERITAGE AREA AGENCY ON AGING 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 HERITAGE AREA AGENCY ON AGING due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE AREA AGENCY ON AGING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE AREA AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 names BARB WERNING.
- Who are the officers and directors of HERITAGE AREA AGENCY ON AGING?
- The 990 for the year ended June 30, 2025 lists 19 people; 4 received compensation from the organization, the highest $102,309 (BARBARA J WERNING, EXECUTIVE DIRECTOR).
- How much revenue does HERITAGE AREA AGENCY ON AGING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,121,754, expenses of $4,307,761 and total assets of $2,057,497 at year end.
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