Heritage Area Agency on Aging
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.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.2M
+12.5% YoY
Annual Giving
$1.6M
-3.2% YoY
Grant Count
11
-8.3% YoY
Avg Grant Size
$143K
+5.6% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,203,857 | $1,959,089 | $1,930,759 |
| Revenue | $4,611,460 | $4,375,332 | $6,443,693 |
| Expenses | $4,470,213 | $4,397,823 | $6,556,102 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $23,846 | $19,436 | $14,651 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
36 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Heritage Area Agency on Aging fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KEITH STAMP | CHAIR | 1 | — |
| SUSAN O'CONNOR | VICE-CHAIR | 1 | — |
| SCOTT OLSON | TREASURER | 1 | — |
| V FIXMER-ORIAZ | BOARD MEMBER | 1 | — |
| DAVID THIELEN | BOARD MEMBER | 1 | — |
| EVANS WALLER | BOARD MEMBER | 1 | — |
| SARAH WAGNER | BOARD MEMBER | 1 | — |
| KARRI FISHER | BOARD MEMBER | 1 | — |
| JASMINE MEGOWAN | BOARD MEMBER | 1 | — |
| DUSTI WINKIE | BOARD MEMBER | 1 | — |
| CHRIS MONTROSS | BOARD MEMBER | 1 | — |
| MICHELLE BUHMAN | BOARD MEMBER | 1 | — |
| JOHN SCHLARMAN | BOARD MEMBER | 1 | — |
| KAREN HUBER | BOARD MEMBER | 1 | — |
| BRUCE BARNHART | BOARD MEMBER | 1 | — |
| BJ DVORAK | BOARD MEMBER | 1 | — |
| LARRY KUDEJ | BOARD MEMBER | 1 | — |
| BARBARA J WERNING | EXECUTIVE DIRECTOR | 40 | $102,581 |
| JENNIFER L KNUDTSON | FISCAL DIRECTOR | 40 | $75,412 |
| KELLIE R ELLIOTT-KAPPAROS | INTEGRATED SERVICES DIRECT | 40 | $69,957 |
| JILL M SINDT | COMMUNITY ADVANCEMENT DIRE | 40 | $86,756 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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