Public Charity

HERITAGE AREA AGENCY ON AGING

HERITAGE AREA AGENCY ON AGING is a nonprofit organization categorized as Public Charity based in CEDAR RAPIDS, IA. Its most recent IRS filing (2025) reports revenue of $4.1M, expenses of $4.3M, total assets of $2.1M. Imperigo tracks 22 reported grant relationships connected to this organization totaling approximately $425K.

EIN: 830545648 CEDAR RAPIDS, IA Human Service Organizations NTEE: P20 Latest filing: 2025
Total Revenue$4.1M
Total Expenses$4.3M
Total Assets$2.1M
Grant Records22
Funding Total$425K
Filing Years2021–2025

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.

Where $100 goes at Heritage Area Agency on Aging

How Heritage Area Agency on Aging divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$98 Programs the work itself
$2 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $98 for programs

$42
Support services, voca, caregiver support, life long links, nutrition, and other services
42% of program spending
$19
The congregate nutrition services section of the older americans act authorizes meals and related nutrition services in congregate, or group, settings
20% of program spending
$19
The home-delivered nutrition services section of the older americans act authorizes meals and related nutrition services for older individuals who are homebound
19% of program spending

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2025
PROJECT SUPPORT
$14,482
2024
HERITAGE AREA AGENCY ON AGING, CASE MANAGEMENT AND ELDER ABUSE SUPPORT, GENERAL SUPPORT
$50,939
2023
PROJECT SUPPORT
$38,927
2023
PROJECT SUPPORT
$38,927
2023
ANNUAL DESIGNATED DISTRIBUTION, ENCORE CAFE - LINN COUNTY
$25,942

Showing up to 5 of 22 total records — full history available with membership.

Officers & Directors

EXECUTIVE DIRECTOR Barbara J Werning
BOARD MEMBER Bruce Barnhart
BOARD MEMBER Chris Montross
BOARD MEMBER David Thielen
BOARD MEMBER Dusti Winkie
BOARD MEMBER Evans Waller

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$326,682 10 grants
Arts & Culture
$50,939 1 grant
Health & Medicine
$41,923 1 grant
Fundraising & Sponsorship
$5,307 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $4.1M $4.3M $2.1M
2024 $4.6M $4.5M $2.2M
2023 $4.4M $4.4M $2.0M
2022 $6.4M $6.6M $1.9M
2021 $6.7M $6.3M $2.2M

Between 2021 and 2025, reported annual revenue declined from $6.7M to $4.1M (-39%), with total assets most recently reported at $2.1M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for HERITAGE AREA AGENCY ON AGING

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