Heartland Senior Services
- Assets
- $11.3m
- Revenue
- $3.0m
- Investments
- $0.0
- Employees
- 16
- Location
- Ames, IA
- Founding
- 07/1976
- Data as of
- 06/2023
- EIN
- 42-1052353
Organization Overview
Heartland Senior Services is located in Ames, IA. The organization was established in 1976. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2023, Heartland Senior Services employed 16 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heartland Senior Services is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Heartland Senior Services generated $3.0m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 12.3% each year . All expenses for the organization totaled $714.5k during the year ending 06/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
HEARTLAND OF STORY COUNTY OFFERS LIFE-ENRICHING OPPORTUNITIES FOR OLDER ADULTS AND PROVIDES SUPPORT FOR THEIR FAMILIES AND CAREGIVERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NUTRITION - PROVIDES MEALS TO ELDERLY CITIZENS AND TO HOMEBOUND ELDERLY. SEEKS TO IMPROVE NUTRITIONAL LEVEL AND KNOWLEDGE FOR SENIORS
ADULT DAY CARE - PROVIDES A PROTECTIVE ENVIRONMENT FOR ELDERLY PERSONS WHO ARE UNABLE TO FUNCTION BY THEMSELVES IN SOME RESPECTS AND REQUIRE SPECIAL CARE.
SERVICE COORDINATION - LINKS SENIORS TO THE RESOURCES NEEDED FOR THEIR CONTINUED INDEPENDENCE IN THE COMMUNITY
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy Carroll Executive Dir. | Officer | 45 | $90,391 |
Pam White Director | Trustee | 2 | $0 |
Marty Chitty Director | Trustee | 2 | $0 |
Eliz Erbes Secretary | OfficerTrustee | 4 | $0 |
John Shierholz Director | Trustee | 2 | $0 |
Rhonda Nelson Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $84,390 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $473,528 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,124,801 |
| Noncash contributions included in lines 1a–1f | $8,963 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,682,719 |
| Total Program Service Revenue | $229,733 |
| Investment income | $115,792 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,028,244 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $90,391 |
| Compensation of current officers, directors, key employees. | $19,886 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $262,632 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $8,317 |
| Payroll taxes | $27,033 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $51,278 |
| Advertising and promotion | $1,711 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $26,706 |
| Travel | $20,254 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $67 |
| Insurance | $7,586 |
| All other expenses | $2,241 |
| Total functional expenses | $714,527 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $102,486 |
| Savings and temporary cash investments | $1,620,108 |
| Pledges and grants receivable | $9,651 |
| Accounts receivable, net | $40,349 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $30,447 |
| Investments—publicly traded securities | $7,580,834 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,875,820 |
| Total assets | $11,259,695 |
| Accounts payable and accrued expenses | $55,305 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $26,245 |
| Total liabilities | $81,550 |
| Net assets without donor restrictions | $3,393,732 |
| Net assets with donor restrictions | $7,784,413 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $11,259,695 |