2024-05-14T09:52:34-05:00 2023-06-30 420794029 DENMAN CPA LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2022-07-01 830545648 HERITAGE AREA AGENCY ON AGING HERI 3193985559 6301 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 BARB WERNING EXECUTIVE DIRECTOR 3193985559 2024-05-14 1 BARB WERNING 999009999 0 JEFFEREY ROY P01951847 5152258400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BARB WERNING 6301 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52406 4375332 0 X HTTP://HERITAGEAAA.ORG/ X 2018 IA HERITAGE AREA AGENCY ON AGING (HERITAGE) SERVES THE NEEDS OF OLDER ADULTS, CAREGIVERS, THEIR FAMILIES AND PEOPLE WITH DISABILITIES. 18 18 25 110 0 0 5559770 4313647 869272 42249 14651 19436 0 0 6443693 4375332 3544996 1866587 0 0 1681744 1955679 0 0 0 1329362 575557 6556102 4397823 -112409 -22491 1930759 1959089 343630 334599 1587129 1624490 X 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. 0 0 993629 757405 65 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. 864921 370920 37922 THE 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. 622001 197666 SUPPORTIVE 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. 1854172 540596 4262 ELDERLY SERVICES, VOCA, CAREGIVER SUPPORT, LIFE LONG LINKS, NUTRITION, AND OTHER SERVICES. 1854172 540596 4262 4334723 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X THE ORGANIZATION 3193985559 6301 KIRKWOOD BLVD SW CEDAR RAPIDS IA 52404 KEITH STAMP CHAIR 1.00 X X 0 0 0 SUSAN O'CONNOR VICE-CHAIR 1.00 X X 0 0 0 SCOTT OLSON TREASURER 1.00 X X 0 0 0 SHAWN IRELAND SECRETARY 1.00 X X 0 0 0 V FIXMER-ORIAZ BOARD MEMBER 1.00 X 0 0 0 DAVID THIELEN BOARD MEMBER 1.00 X 0 0 0 EVANS WALLER BOARD MEMBER 1.00 X 0 0 0 SARAH WAGNER BOARD MEMBER 1.00 X 0 0 0 KARRI FISHER BOARD MEMBER 1.00 X 0 0 0 JASMINE MEGOWAN BOARD MEMBER 1.00 X 0 0 0 DUSTIE WINKIE BOARD MEMBER 1.00 X 0 0 0 CHRIS MONTROSS BOARD MEMBER 1.00 X 0 0 0 MICHELLE BUHMAN BOARD MEMBER 1.00 X 0 0 0 JOHN SCHLARMAN BOARD MEMBER 1.00 X 0 0 0 KAREN HUBER BOARD MEMBER 1.00 X 0 0 0 BRUCE BARNHART BOARD MEMBER 1.00 X 0 0 0 BOB WELSH BOARD MEMBER 1.00 X 0 0 0 LARRY KUDEJ BOARD MEMBER 1.00 X 0 0 0 BARBARA J WERNING EXECUTIVE DIRECTOR 40.00 X 105319 0 0 JENNIFER L KNUDTSON FISCAL DIRECTOR 40.00 X 74691 0 0 KELLIE R ELLIOTT-KAPPAROS INTEGRATED SERVICES DIRECT 40.00 X 72909 0 0 JILL M SINDT COMMUNITY ADVANCEMENT DIRE 40.00 X 88173 0 0 341092 0 0 1 0 0 0 0 4155676 157971 4313647 PROGRAM INCOME 621610 42249 42249 42249 19436 19436 4375332 42249 0 19436 1866587 1866587 341091 341091 1158004 1154645 3359 145576 145576 198695 197700 995 112313 112313 16061 16061 307825 252059 55766 43858 43858 66260 63534 2726 222 222 PROGRAM SUPPLIES 111557 111525 32 PHONE 29774 29774 4397823 4334723 63100 0 841944 920917 325144 191589 10717 11039 6651 222 0 6429 752954 829115 1930759 1959089 343630 334599 343630 334599 X 834175 795375 752954 829115 1587129 1624490 1930759 1959089 -22491 59852 0 X X 0 1 X 1 1 1 X 3295302 6687470 6069970 5559770 4313647 25926159 20204 95040 71280 147750 227631 561905 3315506 6782510 6141250 5707520 4541278 26488064 26488064 11739 9040 14332 19436 54547 26542611 2753508 0.99790 0.99840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 752954 76161 829115 864743 -111789 752954 647335 376 217032 864743 578130 55059 14146 647335 1.00000 0 0 6651 222 6429 6429 AMOUNTS HELD BY OTHERS 829115 829115 X 4662815 59852 227631 287483 4375332 0 4375332 4625454 227631 227631 4397823 0 4397823 PART X, LINE 2: HERITAGE IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY HERITAGE AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. HERITAGE IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES HERITAGE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED JUNE 30, 2020. 1 HORIZONS A FAMILY SERVICE ALLIANCE 819 5TH STREET SE CEDAR RAPIDS IA 52401 421135083 501(C)(3) 899500 0 GENERAL SUPPORT AGING SERVICES INC ABBEHEALTH INC 740 N 15TH AVE NO A HIAWATHA IA 52233 237085316 501(C)(3) 192538 0 GENERAL SUPPORT JONES COUNTY 500 W MAIN ST ANAMOSA IA 52205 426004230 170(C)(1) 86392 0 GENERAL SUPPORT CEDAR COUNTY SENIOR CITIZENS INC 111 ORANGE STREET TIPTON IA 52772 421180602 501(C)(3) 91499 0 GENERAL SUPPORT HAWKEYE AREA COMMUNITY ACTION PROGRAM 1515 HAWKEYE DRIVE HIAWATHA IA 52233 420898405 501(C)(3) 146455 0 GENERAL SUPPORT CENTRAL CITY IOWA 137 FOURTH STREET NORTH CENTRAL CITY IA 52214 426004353 170(C)(1) 52025 0 GENERAL SUPPORT NORTH ENGLISH COMMUNITY CENTER 200 SOUTH MAIN STREET NORTH ENGLISH IA 52316 421105354 170(C)(1) 56870 0 GENERAL SUPPORT UNITED WAY OF EAST CENTRAL IOWA 317 7TH AVE SE NO 401 CEDAR RAPIDS IA 52401 420861239 501(C)(3) 16635 0 GENERAL SUPPORT VOLUNTEER SERVICES OF CEDAR COUNTY PO BOX 307 TIPTON IA 52772 421341650 501(C)(3) 13717 0 GENERAL SUPPORT BENTON COUNTY VOLUNTEER PROGRAM 1309 5TH AVE BELLE PLAINE IA 52208 421023730 501(C)(3) 10002 0 GENERAL SUPPORT CEDAR COUNTY PUBLIC HEALTH CEDAR COUNTY COURTHOUSE 400 CEDAR STREET TIPTON IA 52772 426005281 170(C)(1) 12699 0 GENERAL SUPPORT IOWA LEGAL AID 1111 9TH STREET 230 DES MOINES IA 50314 421079227 501(C)(3) 47625 0 GENERAL SUPPORT 12 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FINANCE DEPARTMENT REVIEWS THE FORM 990. PRIOR TO FILING THE FORM 990, A COMPLETE COPY IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES A COPY OF THE CONFLICT OF INTEREST POLICY ALONG WITH AN ANNUAL STATEMENT EACH OFFICER OR DIRECTOR IS REQUIRED TO SIGN STATING THEY READ AND COMPLY WITH THE POLICY. ANY CONFLICTS ARE REQUIRED TO BE DISCLOSED VIA THE ANNUAL STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR.