Nonprofit screen
Screen a listHeartland Senior Services Heartland of Story County
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS listing
- Listed
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$1.5Mrevenue
FY2026 · −50% in 3 yrs32staff
8 of 8years filed
’19’20’21’22’23’24’25’26
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2026
Operating margin−0.5%
Months of reserve4.0mo
Revenue growth (annualized)−4.6%
Middle half of peersMedianHeartland Senior Services Heartland of Story County
Where the money goes FY2026 · $1.5M spent
Programs$1.3M82%Management and general$280k18%990 FY2026 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$338k in FY2025 and −$7k in FY2026. Cash covers 4.0 months, above the peer median of 3.7.
990 Part I and balance sheetIn its favor2
Strong governance
8 of 8 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 10 of its 10 returns, 30% of revenue in FY2026.
990 Part VIII9funders
$429ka year, last 3 years
39%from its largest funder
Funder’17’18’19’20’21’22’23United Way of Story County IncEvery year since FY2017$72k$74k$79k$78k$75k$74k$75kAging Resources of Central IowaSince FY2021$149k$183k$169kSouth Story Bank Charitable FoundationOn and off$550Underwood Family FoundationOn and off$500Donor-advised giftsDonors not disclosed$41k$34k$40k$41k$32k$68k$462k
FundedThrough a donor-advised fund