Iowa · Nonprofit
HERITAGE AREA AGENCY ON AGING
HERITAGE AREA AGENCY ON AGING (Iowa) receives grants from 8 organizations whose IRS filings report $453,667 to it, the largest being MEALS ON WHEELS AMERICA ($219,542). 3 of them have funded it in more than one year.
- Revenue FY2025
- $4.1M
- Funders on record
- 8
- Grants received
- $454k
- Net assets
- $1.7M
What Heritage Area Agency on Aging does
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.
As stated on its FY2025 Form 990.
Programs
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.
$814,982 spentof which $704,822 as grants19% of program spendingThe 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.
$851,304 spentof which $253,670 as grants$47,660 earned by the program20% of program spendingElderly 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.
$814,358 spentof which $245,889 as grants$488 earned by the program19% of program spendingSupport services, voca, caregiver support, life long links, nutrition, and other services.
$1,825,682 spentof which $513,056 as grants$33,918 earned by the program42% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $4,306,326.
The organization over time
Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $796k to $2.1M (+163%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2019 98% · 2020 84% · 2021 90% · 2022 86% · 2023 95% · 2024 89% · 2025 87%. Grants only. Government contracts and fees sit inside program revenue.
97% of HERITAGE AREA AGENCY ON AGING’s revenue is contributions — more donation-reliant than the typical peer (81% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 7 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Barbara J Werning
Executive director
Board chair
Keith Stamp
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2019 → 2023: the base broadened from 1 funder to 3 funders, grant income rose $15k → $68k.
2 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 38% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of HERITAGE AREA AGENCY ON AGING’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
HERITAGE AREA AGENCY ON AGING leans on a few funders — its largest provides 48% of grant income and the top three 90%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
92% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund HERITAGE AREA AGENCY ON AGING.
Largest funder’s share by year: 2019 100% · 2020 95% · 2021 60% · 2022 49% · 2023 57% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
40% of HERITAGE AREA AGENCY ON AGING's funders are still giving 1 year after their first grant; 38% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
HERITAGE AREA AGENCY ON AGING draws 83% of its grant income from funders outside Iowa, across 4 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $172k arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
HERITAGE AREA AGENCY ON AGING's funding base is broadening — from 1 funders to 3 as grant income climbed.
this organization peer median middle 50% of peers· 6,891 human services nonprofits $1M–$10M, FY2025
Organizations like HERITAGE AREA AGENCY ON AGING
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Iowa
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
100% of spending goes to programs.
Governance
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for HERITAGE AREA AGENCY ON AGING: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds HERITAGE AREA AGENCY ON AGING?
- HERITAGE AREA AGENCY ON AGING (Iowa) receives grants from 8 organizations whose IRS filings report $453,667 to it, the largest being MEALS ON WHEELS AMERICA ($219,542). 3 of them have funded it in more than one year.
- How many funders does HERITAGE AREA AGENCY ON AGING have?
- IRS filings report 8 organizations giving $453,667 in grants to HERITAGE AREA AGENCY ON AGING, 3 of which have funded it in more than one year.
- Who is the largest funder of HERITAGE AREA AGENCY ON AGING?
- MEALS ON WHEELS AMERICA is the largest funder on record, with $219,542 in grants. The full list of funders is on this page.
- How can an organization like HERITAGE AREA AGENCY ON AGING find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Iowa. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 8 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing