Financial Reports

Trust and confidence in the agency is critical to building upon decades of success as east-central Iowa’s Area Agency on Aging. Heritage is committed to the high standard of ethics and transparency required to foster this trust among consumers, stakeholders and the general public.

Below you will find Audit Reports, Form 990s and Agency Reports for each year since transitioning to a Section 501(c)(3) non-profit organization in July 2019.

Audit Reports and Form 990s are typically finalized and published 9-12 months after the end of a Fiscal Year.

Heritage AAA began publishing the Agency Report by the calendar year starting with 2022. Agency Reports for each year will be published the following fall.