Heritage Area Agency On Aging
- Assets
- $1.9m
- Revenue
- $6.4m
- Investments
- $0.0
- Employees
- 27
- Location
- Cedar Rapids, IA
- Founding
- 11/2018
- Data as of
- 06/2022
- EIN
- 83-0545648
Organization Overview
Heritage Area Agency On Aging is located in Cedar Rapids, IA. The organization was established in 2018. According to its NTEE Classification (P20) the organization is classified as: Human Service Organizations, under the broad grouping of Human Services and related organizations. As of 06/2022, Heritage Area Agency On Aging employed 27 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Area Agency On Aging 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 06/2022, Heritage Area Agency On Aging generated $6.4m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 17.6% each year . All expenses for the organization totaled $6.6m during the year ending 06/2022. While expenses have increased by 16.8% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Heritage Area Agency On Aging has awarded 54 individual grants totaling $13,001,650. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
HERITAGE AREA AGENCY ON AGING (HERITAGE) SERVES THE NEEDS OF OLDER ADULTS, CAREGIVERS, THEIR FAMILIES AND PEOPLE WITH DISABILITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
ELDERLY SERVICES, VOCA, CAREGIVER SUPPORT, LIFE LONG LINKS, AND OTHER PROGRAMS.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan O'connor Chair | OfficerTrustee | 1 | $0 |
Ro Foege Vice-Chair Through 1/22 | OfficerTrustee | 1 | $0 |
Pat Heiden Vice Chair After 1/22 | OfficerTrustee | 1 | $0 |
Keith Stamp Treasurer | OfficerTrustee | 1 | $0 |
Scott Olson Secretary | OfficerTrustee | 1 | $0 |
Ashely Bailus Board Member | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $5,557,226 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,544 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,559,770 |
| Total Program Service Revenue | $869,272 |
| Investment income | $14,651 |
| 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 | $6,443,693 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,544,996 |
| 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. | $159,674 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $774,414 |
| Pension plan accruals and contributions | $115,574 |
| Other employee benefits | $539,057 |
| Payroll taxes | $93,025 |
| 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 | $0 |
| Advertising and promotion | $16,336 |
| Office expenses | $349,580 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $43,269 |
| Travel | $32,383 |
| 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 | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $6,556,102 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $841,944 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $325,144 |
| Accounts receivable, net | $0 |
| 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 | $10,717 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $752,954 |
| Total assets | $1,930,759 |
| Accounts payable and accrued expenses | $343,630 |
| 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 | $0 |
| Total liabilities | $343,630 |
| Net assets without donor restrictions | $834,175 |
| Net assets with donor restrictions | $752,954 |
| 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 | $1,930,759 |
Grants Awarded
Over the last fiscal year, Heritage Area Agency On Aging has awarded $3,342,885 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
HORIZONS A FAMILY SERVICE ALLIANCE PURPOSE: GENERAL SUPPORT | $1,834,333 |
AGING SERVICES INC PURPOSE: GENERAL SUPPORT | $454,031 |
JONES COUNTY PURPOSE: GENERAL SUPPORT | $161,840 |
CEDAR COUNTY SENIOR CITIZENS INC PURPOSE: GENERAL SUPPORT | $136,131 |
HAWKEYE AREA COMMUNITY ACTION PROGRAM PURPOSE: GENERAL SUPPORT | $209,452 |
CENTRAL CITY IOWA PURPOSE: GENERAL SUPPORT | $154,412 |