CEDAR RAPIDS, IA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)HERITAGE AREA AGENCY ON AGING, founded in 2018, is a community nonprofit in the Human Services sector that reported $4.4M in total revenue in fiscal year 2022. Revenue fell 32% from the prior year — a significant decline worth monitoring.
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.
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...
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.
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...
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.
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)...
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2022 | 2021 | Change | |
|---|---|---|---|
| Revenue | $4,375,332 | $6,443,693 | -0.3% |
| Expenses | $4,397,823 | $6,556,102 | -0.3% |
| Net Income | $-22,491 | $-112,409 | -0.8% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| KEITH STAMP | CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| SUSAN O'CONNOR | VICE-CHAIR | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| SCOTT OLSON | TREASURER | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| SHAWN IRELAND | SECRETARY | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| V FIXMER-ORIAZ | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| DAVID THIELEN | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| EVANS WALLER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| SARAH WAGNER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| KARRI FISHER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JASMINE MEGOWAN | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| DUSTIE WINKIE | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CHRIS MONTROSS | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHELLE BUHMAN | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN SCHLARMAN | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| KAREN HUBER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BRUCE BARNHART | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BOB WELSH | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| LARRY KUDEJ | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| BARBARA J WERNING | EXECUTIVE DIRECTOR | 40.00 |
Officer
|
$105,319 | $0 | $105,319 |
| JENNIFER L KNUDTSON | FISCAL DIRECTOR | 40.00 |
Officer
|
$74,691 | $0 | $74,691 |
| KELLIE R ELLIOTT-KAPPAROS | INTEGRATED SERVICES DIRECT | 40.00 |
Officer
|
$72,909 | $0 | $72,909 |
| JILL M SINDT | COMMUNITY ADVANCEMENT DIRE | 40.00 |
Officer
|
$88,173 | $0 | $88,173 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | No data | No data | No data | No data |
| 2023 | $4,375,332 | $4,397,823 | $1,959,089 | $-22,491 |
| 2022 | $6,443,693 | $6,556,102 | $1,930,759 | $-112,409 |
| 2021 | $6,727,226 | $6,256,235 | $2,180,396 | $470,991 |
| 2020 | $7,854,912 | $7,619,836 | $2,094,607 | $235,076 |
| 2019 | $3,370,741 | $3,528,692 | $795,766 | $-157,951 |
Compare HERITAGE AREA AGENCY ON AGING with other nonprofits in Iowa and across the country.