Heritage Area Agency on Aging
Heritage Area Agency on Aging is a public charity based in Cedar Rapids, Iowa. It provides leadership, advocacy, and services intended to improve quality of life for older Iowans, people with disabilities, and family caregivers. Its 2025 filing reports 11 grants totaling $1,472,244, all to recipients in Iowa.
Heritage Area Agency on Aging at a glance
In short: Heritage Area Agency on Aging gave $1.5M across 11 grants in 2025 (avg $134K), mostly in Iowa. 0% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $1,472,244
- -6.4% vs 2024
- Grants made (2025)
- 11
- +0.0% vs 2024
- Average grant
- $133,840
- -6.4% vs 2024
- Median grant
- $64,572
- Total assets
- $2,057,497
- -6.6% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 11, 2025; small sample)
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Heritage Area Agency on Aging
- Contact
Mailing address: 6301 Kirkwood Blvd Sw, Cedar Rapids, IA 52404
Phone: (319) 398-5559
Website: https://heritageaaa.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Heritage Area Agency on Aging funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Horizons a Family Service Alliance ($820K). Together the top 10 received $1.5M.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was in the $50–100K range: 22 grants of 61 (36%).
Geographic Focus
Where this funder awards grants
Heritage states that its service area comprises Benton, Cedar, Iowa, Johnson, Jones, Linn, and Washington counties in Iowa. All 11 grants reported for 2025 went to recipients in Iowa.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is Heritage Area Agency on Aging open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 11 grantees (0%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. How we count
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.5M (2025) to $4.4M (2020). In 2025 it made 11 grants totaling $1.5M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Horizons a Family Service Alliance Cedar Rapids, IA | General Support | $819,523 |
| Aging Services Inc Hiawatha, IA | General Support | $194,653 |
| Cedar County Senior Citizens Inc Tipton, IA | General Support | $96,621 |
| Jones County Anamosa, IA | General Support | $78,599 |
| Hawkeye Area Community Action Program Hiawatha, IA | General Support | $66,349 |
| North English Community Center North English, IA | General Support | $64,572 |
| Central City Iowa Central City, IA | General Support | $54,771 |
| Iowa Legal Aid Des Moines, IA | General Support | $47,625 |
| United Way of East Central Iowa Cedar Rapids, IA | General Support | $23,262 |
| Cedar County Public Health Tipton, IA | General Support | $18,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,057,497 | $4,121,754 | $4,307,761 | $1,472,244 | 11 | $31,193 |
| 2024 | $2,203,857 | $4,611,460 | $4,470,213 | $1,573,326 | 11 | $23,846 |
| 2023 | $1,959,089 | $4,375,332 | $4,397,823 | $1,625,957 | 12 | $19,436 |
| 2022 | $1,930,759 | $6,443,693 | $6,556,102 | $3,342,885 | 13 | $14,651 |
| 2021 | $2,180,396 | $6,727,226 | $6,256,235 | $3,673,860 | 14 | $36,890 |
| 2020 | $2,094,607 | $7,854,912 | $7,619,836 | $4,443,925 | 13 | $21,260 |
| 2019 | $795,766 | $3,370,741 | $3,528,692 | $1,540,980 | 14 | — |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
Heritage’s stated mission is to provide leadership, advocacy, and innovative services that improve quality of life for older Iowans, people with disabilities, and family caregivers. Its 2024 filing describes work in planning for older adults’ needs, obtaining funding for older-adult programs, and advocating for older adults. The filing also describes home-delivered and congregate nutrition services, access and in-home supports, caregiver support, and other services.
The 2025 grants were designated for general support. Among the recipients described in their own statements, Horizons says it provides services for underserved populations facing mental-health, family-support, food, and nutrition challenges. Aging Services Inc. says its mission is to help older adults remain independent. Cedar County Senior Citizens says it provides senior programs and healthy meals, including meal delivery to homebound and low-income seniors. Iowa Legal Aid says it provides free legal help to protect housing, safety, and income, including support for older Iowans. United Way of East Central Iowa says it unites community resources to invest in solutions that improve people’s lives.
Grantmaking
In 2025, Heritage reported 11 grants totaling $1,472,244. Grant amounts ranged from $8,269 to $819,523, with a median grant of $64,572. The largest awards were $819,523 to Horizons, A Family Service Alliance; $194,653 to Aging Services Inc.; $96,621 to Cedar County Senior Citizens Inc.; $78,599 to Jones County; and $66,349 to Hawkeye Area Community Action Program. Each was designated for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Keith Stamp as chair, Susan O’Connor as vice-chair, and Scott Olson as treasurer. It lists Mandi Remington, David Thielen, Evans Waller, Sarah Wagner, Karri Fisher, Jon Zirkelbach, and Jessica Fairbanks as board members. Heritage’s website identifies Barbara Werning as executive director.
Heritage Area Agency on Aging is led by Barbara J. Werning, Executive Director on every filing since 2021; 4 of 19 officers listed in 2025 are compensated.
Officers on the 2025 filing
Barbara J. Werning
Executive Director
On filings since 2021
40 hrs/week
$50K (2021) → $102K (2025)
Keith Stamp
Chair
Treasurer → Chair, 2023
On filings since 2021
1 hr/week
No compensation reported
Jill M. Sindt
Community Advancement Director
Interim Director → Community Advancement Director, 2021
On filings since 2019
40 hrs/week
$92K (2019) → $88K (2025)
Kellie R. Elliott-Kapparos
Integrated Services Director
Director → Interim Director, 2020
Interim Director → Integrated Services Director, 2021
On filings since 2019
40 hrs/week
$91K (2019) → $68K (2025)
Jennifer L. Knudtson
Fiscal Director
On filings since 2022
40 hrs/week
$36K (2022) → $75K (2025)
Dusti Winkie
Board Member
On filings since 2020
1 hr/week
No compensation reported
Scott Olson
Treasurer
Secretary → Treasurer, 2023
On filings since 2020
1 hr/week
No compensation reported
Susan O'Connor
Vice Chair
Vice Chair → Chair, 2021
Chair → Vice Chair, 2023
On filings since 2020
1 hr/week
No compensation reported
Bruce Barnhart
Board Member
On filings since 2023
1 hr/week
No compensation reported
Chris Montross
Board Member
On filings since 2023
1 hr/week
No compensation reported
David Thielen
Board Member
On filings since 2023
1 hr/week
No compensation reported
Evans Waller
Board Member
On filings since 2023
1 hr/week
No compensation reported
Karen Huber
Board Member
On filings since 2023
1 hr/week
No compensation reported
Karri Fisher
Board Member
On filings since 2023
1 hr/week
No compensation reported
Sarah Wagner
Board Member
On filings since 2023
1 hr/week
No compensation reported
Jessica Fairbanks
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Jon Zirkelbach
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Mandi Remington
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Peggy Doerge
Board Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (30)
- Former: Larry Kudej (2020–2024) — Board Member
- Former: Michelle Buhman (2020–2024) — Board Member
- Former: John Schlarman (2021–2024) — Board Member
- Former: Jasmine Megowan (2023–2024) — Board Member
- Former: V. Fixmer-Oriaz (2023–2024) — Board Member
- Former: Bj Dvorak (2024) — Board Member
- Former: Bob Welsh (2022–2023) — Board Member
- Former: Shawn Ireland (2023) — Secretary
- Former: Danielle Pickering (2019–2022) — Board Member
- Former: Rose Rennekamp (2019–2022) — Board Member
- Former: Gary Bierschenk (2020–2022) — Board Member
- Former: Matt Piersall (2020–2022) — Board Member
- Former: Michael Barnhart (2020–2022) — Board Member
- Former: Pat Heiden (2020–2022) — Vice Chair After
- Former: Richard Young (2020–2022) — Board Member
- Former: Ro Foege (2020–2022) — Vice Chair
- Former: Sarah Martinez (2020–2022) — Board Member
- Former: Steve Agne (2020–2022) — Board Member
- Former: Vicki Pope (2020–2022) — Board Member
- Former: Ashely Bailus (2021–2022) — Board Member
- Former: Bradley S. Franzwa (2021–2022) — Former Fiscal Director
- Former: Shirely Geadelmann (2022) — Board Member
- Former: Steve Oval (2019–2020) — Treasurer
- Former: Brad Franzwa (2020) — Fiscal Director
- Former: Ned Rohwedder (2020) — Board Member
- Former: Paula Lange (2020) — Fiscal Director
- Former: Stacey Walker (2020) — Board Member
- Former: Toni Claussen (2020) — Board Member
- Former: Jim Choate (2019) — Interim Board Member
- Former: Renee Riffey (2019) — Interim Board Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $102K, to Barbara J Werning (Executive Director). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Heritage Area Agency on Aging
How much does Heritage Area Agency on Aging give each year?
Heritage Area Agency on Aging gave $1.5M across 11 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.6M across 11 grants.
What is Heritage Area Agency on Aging's typical grant size?
Heritage Area Agency on Aging's median grant in 2025 was $64,572, and its average grant was $133,840, across 11 grants on its 2025 IRS Form 990.
Where does Heritage Area Agency on Aging give grants?
Heritage Area Agency on Aging gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Tipton, IA (3 grants), Cedar Rapids, IA (2 grants) and Hiawatha, IA (2 grants).
Does Heritage Area Agency on Aging give general operating support?
Yes: 100% of Heritage Area Agency on Aging's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990.
Who are Heritage Area Agency on Aging's largest grantees?
Heritage Area Agency on Aging's largest 2025 grantees include Horizons a Family Service Alliance ($819,523), Aging Services Inc ($194,653) and Cedar County Senior Citizens Inc ($96,621), according to its 2025 IRS Form 990. Together they received 75% of its itemized 2025 grant dollars.
How large is Heritage Area Agency on Aging?
Heritage Area Agency on Aging reported $2.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.1M.
What does Heritage Area Agency on Aging fund?
Heritage’s stated mission is to provide leadership, advocacy, and innovative services that improve quality of life for older Iowans, people with disabilities, and family caregivers. See mission & focus areas ↑
How do I apply for a grant from Heritage Area Agency on Aging?
Heritage Area Agency on Aging has no public application process in the sources Grantable reviewed. Check heritageaaa.org for current guidelines, or contact the foundation directly before submitting a request.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS May 4, 2021)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Heritage Area Agency on Aging funds
Human Services Open opportunities, soonest deadline first.
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Cite this profile
Grantable. (2026). Heritage Area Agency on Aging funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/heritage-area-agency-on-aging-morg_de826fedbdcf4f688b0bf0f5fca0cac6
BibTeX
@misc{grantable_830545648_2026,
author = {{Grantable}},
title = {{Heritage Area Agency on Aging funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/heritage-area-agency-on-aging-morg_de826fedbdcf4f688b0bf0f5fca0cac6},
note = {Accessed 2026-10-18. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Heritage Area Agency on Aging's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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