Heartland Senior Services
- Assets
- $8.8m
- Revenue
- $3.4m
- Investments
- $0.0
- Employees
- 16
- Location
- Ames, IA
- Founding
- 07/1976
- Data as of
- 06/2022
- EIN
- 42-1052353
Organization Overview
Heartland Senior Services is located in Ames, IA. The organization was established in 1976. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 06/2022, Heartland Senior Services employed 16 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heartland Senior Services is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Heartland Senior Services generated $3.4m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 15.9% each year . All expenses for the organization totaled $740.5k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
HEARTLAND SENIOR SERVICES OF STORY COUNTY OFFERS LIFE-ENRICHING OPPORTUNITIES FOR OLDER ADULTS AND PROVIDES SUPPORT FOR THEIR FAMILIES AND CAREGIVERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
NUTRITION - PROVIDES MEALS TO ELDERLY CITIZENS AND TO HOMEBOUND ELDERLY. SEEKS TO IMPROVE NUTRITIONAL LEVEL AND KNOWLEDGE FOR SENIORS
ADULT DAY CARE - PROVIDES A PROTECTIVE ENVIRONMENT FOR ELDERLY PERSONS WHO ARE UNABLE TO FUNCTION BY THEMSELVES IN SOME RESPECTS AND REQUIRE SPECIAL CARE.
SERVICE COORDINATION - LINKS SENIORS TO THE RESOURCES NEEDED FOR THEIR CONTINUED INDEPENDENCE IN THE COMMUNITY
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy Carroll Executive Dir. | Officer | 45 | $87,856 |
Tim Tryon Treasurer | OfficerTrustee | 4 | $0 |
Eliz Erbes Secretary | OfficerTrustee | 4 | $0 |
Leo Milleman President | OfficerTrustee | 4 | $0 |
John Shierholz Director | Trustee | 2 | $0 |
Peter Martin Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $80,610 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $633,472 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,465,870 |
| Noncash contributions included in lines 1a–1f | $2,304,146 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,179,952 |
| Total Program Service Revenue | $193,017 |
| Investment income | $32,393 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$32,986 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,380,176 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $87,856 |
| Compensation of current officers, directors, key employees. | $19,328 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $267,413 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $3,309 |
| Payroll taxes | $29,593 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $35,759 |
| Advertising and promotion | $1,964 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $8,940 |
| Travel | $18,746 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $10,281 |
| Insurance | $8,214 |
| All other expenses | $20,707 |
| Total functional expenses | $740,482 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $85,484 |
| Savings and temporary cash investments | $1,953,890 |
| Pledges and grants receivable | $15,920 |
| Accounts receivable, net | $182,962 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $30,514 |
| Investments—publicly traded securities | $6,264,664 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $314,468 |
| Total assets | $8,847,902 |
| Accounts payable and accrued expenses | $59,654 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $59,654 |
| Net assets without donor restrictions | $2,490,260 |
| Net assets with donor restrictions | $6,297,988 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $8,847,902 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Heartland Senior Services has recieved totaling $105,313.
| Awarding Organization | Amount |
|---|---|
United Way Of Story County Inc Ames, IA PURPOSE: TO SUPPORT THE OPERATIONS OF STORY COUNTY COMMUNITY AGENCIES | $73,701 |
Community Fdn Of Greater Des Moines Des Moines, IA PURPOSE: GRANT DISTRIBUTION | $31,612 |
Endowment Analysis
| Beg. Balance | $923,624 |
| Earnings | -$96,795 |
| Net Contributions | $18,000 |
| Other Expense | $34,846 |
| Ending Balance | $809,983 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Presence Life Connections St Louis, MO | $45,499,774 | $56,108,464 |
Greater Wisconsin Agency On Aging Resources Inc Madison, WI | $13,731,196 | $42,134,890 |
Mather Investments Nfp Evanston, IL | $54,973,565 | $27,896,059 |
Ageoptions Inc Oak Park, IL | $9,043,942 | $30,051,990 |
Midwest Christian Villages Inc St Louis, MO | $29,643,290 | $22,119,810 |
Metropolitan Area Agency On Aging Inc Arden Hills, MN | $8,002,435 | $24,136,026 |
Via Christi Healthcare Outreach Program For Elders Inc St Louis, MO | $16,535,796 | $24,624,185 |
Wesley Community Services Inc Johnston, IA | $11,288,058 | $20,573,990 |
Seniorage Area Agency On Aging Springfield, MO | $4,839,400 | $16,732,131 |
Ilife Llc Milwaukee, WI | $22,539,383 | $15,072,061 |
Senior Services Plus Inc Alton, IL | $10,671,398 | $13,136,947 |
Boone County Senior Citizen Service Corporation Columbia, MO | $7,183,435 | $11,569,288 |