Nonprofit screen
Screen a listHeritage Area Agency on Aging
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 nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$4.1Mrevenue
FY2025 · −36% in 3 yrs25staff
7 of 7years filed
’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−4.5%
Months of reserve2.8mo
Revenue growth (annualized)+3.4%
Middle half of peersMedianHeritage Area Agency on Aging
Where the money goes FY2025 · $4.3M spent
Programs$4.3M100%Management and general$1k0%990 FY2025 · Part IX line 25
Worth checking1
Deficits in 2 of the last 3 years
−$22k in FY2023 and −$186k in FY2025. Cash covers 2.8 months, under the peer median of 3.2.
990 Part I and balance sheetIn its favor2
Strong governance
15 of 15 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 7 of its 7 returns, 87% of revenue in FY2025.
990 Part VIII8funders
$77ka year, last 3 years
45%from its largest funder
Funder’19’20’21’22’23Meals on Wheels AmericaSince FY2020$103k$45k$18k$39kMidAmerican Energy FoundationOn and off$22kInternational Paper Company FoundationSince FY2022$4k$4kAARPOn and off$5kDonor-advised giftsDonors not disclosed$15k$31k$42k$26k
FundedThrough a donor-advised fund