Heritage Area Agency on Aging logo

Heritage Area Agency on Aging

Foundation · Grantmaker Cedar Rapids, IA EIN: 83-0545648 Website

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.

Key facts about Heritage Area Agency on Aging

EIN
83-0545648
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,573,326
Grants made (2024)
11
Average grant
$143,030
Median grant
$57,655
New grantees (estimate)
0% first-time grantees (0 of 11, 2024)
Total assets
$2,203,857
Primary geography
Iowa (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Heritage Area Agency on Aging funds

By grant dollars, the top recipient states for Heritage Area Agency on Aging's 11 itemized 2024 grants were Iowa (100%). The most frequent recipient cities were Tipton, IA (3 grants), Cedar Rapids, IA (2 grants) and Hiawatha, IA (2 grants). 100% of grants with a stated purpose were for general or operating support.

Is Heritage Area Agency on Aging open to new grantees?

0%

first-time grantees, 2024

In 2024, 0 of 11 grantees (0%) were first-time recipients. How we count

  • 100% of 2024 grantees were also funded in 2023. Method

Estimate from itemized IRS Form 990-PF grant lists (2022–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

+12.5% YoY

Annual Giving

$1.6M

-3.2% YoY

Grant Count

11

-8.3% YoY

Avg Grant Size

$143K

+5.6% YoY

About Heritage Area Agency on Aging

Based on IRS filings

Heritage Area Agency on Aging is a nonprofit organization focused on Human Services, based in Cedar Rapids, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 11 grants totaling $1.6M. Net investment income was $24K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 11 itemized 2024 grant dollars.

States

Cities

TiptonCedar RapidsHiawathaAnamosaCentral CityDes MoinesNorth EnglishBelle PlaineLisbon

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$9M20202021202220232024
Metric202420232022
Total Assets$2,203,857$1,959,089$1,930,759
Revenue$4,611,460$4,375,332$6,443,693
Expenses$4,470,213$4,397,823$6,556,102
Qualifying Distributions———
Net Investment Income$23,846$19,436$14,651
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$836K$2M$3M$3M0 grants20200 grants202113 grants202212 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Horizons a Family Service Alliance: $805KHorizons a Family ServiceAlliance$805KAging Services Inc: $216KAging Services Inc$216KHawkeye Area Community Action Program: $152KHawkeye Area Community ActionProgram$152KCedar County Senior Citizens Inc: $99KCedar County Senior CitizensInc$99KJones County: $86KJones County$86KNorth English Community Center: $58KNorth English Community Center$58KCentral City Iowa: $55KCentral City Iowa$55KIowa Legal Aid: $48KIowa Legal Aid$48KUnited Way of East Central Iowa: $24KUnited Way of East CentralIowa$24KCedar County Public Health: $17KCedar County Public Health$17K

Grant Size Distribution

36 grants across all recorded years

12<$50K11$50–100K9$100–250K1$250–500K2$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Horizons a Family Service Alliance ($804,847), Aging Services Inc ($215,658), Hawkeye Area Community Action Program ($151,970).

RecipientPurposeAmount
HORIZONS A FAMILY SERVICE ALLIANCE Cedar Rapids, IAGENERAL SUPPORT$804,847
AGING SERVICES INC Hiawatha, IAGENERAL SUPPORT$215,658
HAWKEYE AREA COMMUNITY ACTION PROGRAM Hiawatha, IAGENERAL SUPPORT$151,970
CEDAR COUNTY SENIOR CITIZENS INC Tipton, IAGENERAL SUPPORT$98,895
JONES COUNTY Anamosa, IAGENERAL SUPPORT$86,213
NORTH ENGLISH COMMUNITY CENTER North English, IAGENERAL SUPPORT$57,655
CENTRAL CITY IOWA Central City, IAGENERAL SUPPORT$55,459
IOWA LEGAL AID Des Moines, IAGENERAL SUPPORT$47,625
UNITED WAY OF EAST CENTRAL IOWA Cedar Rapids, IAGENERAL SUPPORT$23,796
CEDAR COUNTY PUBLIC HEALTH Tipton, IAGENERAL SUPPORT$17,208

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Barbara J Werning — Executive Director: $103KBarbara J WerningExecutive Director$103KJill M Sindt — Community Advancement Dire: $87KJill M SindtCommunity Advancement Dire$87KJennifer L Knudtson — Fiscal Director: $75KJennifer L KnudtsonFiscal Director$75KKellie R Elliott-Kapparos — Integrated Services Direct: $70KKellie R…Integrated Services Direct$70K

From 2024 IRS filing

NameTitleHoursCompensation
Keith StampChair1—
Susan O'ConnorVice-Chair1—
Scott OlsonTreasurer1—
V Fixmer-OriazBoard Member1—
David ThielenBoard Member1—
Evans WallerBoard Member1—
Sarah WagnerBoard Member1—
Karri FisherBoard Member1—
Jasmine MegowanBoard Member1—
Dusti WinkieBoard Member1—
Chris MontrossBoard Member1—
Michelle BuhmanBoard Member1—
John SchlarmanBoard Member1—
Karen HuberBoard Member1—
Bruce BarnhartBoard Member1—
BJ DvorakBoard Member1—
Larry KudejBoard Member1—
Barbara J WerningExecutive Director40$102,581
Jennifer L KnudtsonFiscal Director40$75,412
Kellie R Elliott-KapparosIntegrated Services Direct40$69,957
Jill M SindtCommunity Advancement Dire40$86,756

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Heritage Area Agency on Aging?

Heritage Area Agency on Aging is a nonprofit organization focused on Human Services, based in Cedar Rapids, IA. It holds $2.2M in total assets as of 2024.

How large is Heritage Area Agency on Aging?

As of 2024, Heritage Area Agency on Aging holds $2.2M in total assets with $4.6M in annual revenue. It awarded 11 grants totaling $1.6M in 2024.

Where does Heritage Area Agency on Aging operate?

Heritage Area Agency on Aging has awarded grants in Iowa.

What size grants does Heritage Area Agency on Aging award?

In 2024, Heritage Area Agency on Aging awarded 11 grants totaling $1.6M — an average of about $143K per grant, based on its IRS Form 990 filings.

What is Heritage Area Agency on Aging's EIN?

Heritage Area Agency on Aging's EIN (Employer Identification Number) is 83-0545648. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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