2025-02-08T15:26:38-05:00 2024-06-30 421040336 HACKER NELSON & CO PC PO BOX 507 DECORAH IA 52101 990 2023-07-01 521621262 NORTHEAST IOWA AREA AGENCY ON AGING INC NORT 3192722244 PO BOX 388 WATERLOO IA 507040388 MICHAEL DONOHUE EXECUTIVE DIRECTOR 3192722244 2025-02-08 true AMANDA A WEBB P01240671 5633823637 2025-02-08 2023 2025-03-06 01:10:19Z MICHAEL DONOHUE 3840 WEST 9TH STREET WATERLOO IA 50702 9734132 false X WWW.NEI3A.ORG X 1988 IA WE EMPOWER OLDER INDIVIDUALS TO AGE WITH DIGNITY AND INDEPENDENCE. 18 18 57 9057 0 8452533 8603797 1014543 1055458 2621 -14496 0 9469697 9644759 0 0 3782371 4117909 0 0 5665382 5369751 9447753 9487660 21944 157099 3739230 4040786 1287206 1431663 2452024 2609123 X WE EMPOWER OLDER INDIVIDUALS TO AGE WITH DIGNITY AND INDEPENDENCE. false false 2293579 365246 CONGREGATE AND HOME-DELIVERED MEALS: MEALS WERE PROVIDED TO SENIORS IN THE 18 COUNTY SERVICE AREA. 1425116 SENIOR MEDICARE PATROL PROJECT: SMP NATIONAL RESOURCE CENTER (SMP CENTER) SERVES THE SMP PROJECTS NATIONALLY AND PROMOTES NATIONAL VISIBILITY FOR THE SMP PROGRAM TO ASSIST THE GENERAL PUBLIC IN LOCATING THEIR STATE SMP PROJECT. THE SMP CENTER HELPS STATES WITH RECRUITING AND TRAINING VOLUNTEERS TO EDUCATE CONSUMERS ON HOW TO PROTECT THEIR INFORMATION AS WELL AS HOW TO DETECT AND REPORT DISCREPANCIES IN THEIR HEALTHCARE BILLING NOTICES. 1469128 STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP) PROVIDES FREE PERSONALIZED COUNSELING, EDUCATION, AND OUTREACH TO ASSIST AGING AND DISABLED MEDICARE BENEFICIARIES AND THEIR FAMILIES NAVIGATE THE HEALTH AND LONG-TERM SERVICES AND SUPPORT SYSTEMS. 3128504 690212 ALL OTHER PROGRAMS THAT SUPPORT OUR MISSION TO EMPOWER OLDER INDIVIDUALS. 3128504 690212 8316327 true false false false false false false false false false true false false false true false true true false false false false false false false false false false false false false false false false false false false false false false false false true false false false false true 7 0 57 true false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X X HEATHER LEIBOLD 3192722244 3840 WEST 9TH STREET WATERLOO IA 50702 MICHAEL DONOHUE EXECUTIVE DI 40.00 X 104591 0 33606 ALYCE SCHALLER FINANCE DIRE 40.00 X 63175 0 33723 LES ASKELSON DIRECTOR 1.00 X 0 0 0 JACOB BATES VICE PRESIDE 1.00 X X 0 0 0 DAN BYRNES PRESIDENT 1.00 X X 0 0 0 SALLY DAVIES DIRECTOR 1.00 X 0 0 0 DIANE DAWLEY DIRECTOR 1.00 X 0 0 0 KARI HARBAUGH DIRECTOR 1.00 X 0 0 0 JULIE HINDERS DIRECTOR 1.00 X 0 0 0 JANELL MCLREE DIRECTOR 1.00 X 0 0 0 PATRICK MURRAY DIRECTOR 1.00 X 0 0 0 GREG ORWOLL TREASURER 1.00 X X 0 0 0 CONNIE PERRY DIRECTOR 1.00 X 0 0 0 CHELSEA PETERSEN DIRECTOR 1.00 X 0 0 0 KAYLA REYES DIRECTOR 1.00 X 0 0 0 VALERIE SCHWAGER SECRETARY 1.00 X X 0 0 0 AMANDA STAHLEY DIRECTOR 1.00 X 0 0 0 KATIE THORNTON-LANG DIRECTOR 1.00 X 0 0 0 JESSIE TIBBOTT DIRECTOR 1.00 X 0 0 0 SHANNON ZOFFKA DIRECTOR 1.00 X 0 0 0 167766 67329 1 false false false 30000 8452151 121646 1490 8603797 OTHER 624200 578495 578495 PROGRAM INCOME 624200 273774 273774 FEES FOR SERVICE 203189 203189 1055458 6052 6052 68825 89373 -20548 -20548 -20548 9644759 1040962 X 235094 235094 2856549 2430844 425705 277411 224902 52509 531996 431298 100698 216859 175811 41048 4589820 4490224 99596 15792 15484 308 321332 259381 61951 68477 60910 7567 175689 159008 16681 23761 19208 4553 16371 16371 74057 17054 57003 44763 32203 12560 MISCELLANEOUS 20105 20105 DUES AND SUBSCRIPTIONS 19584 19584 9487660 8316327 1171333 0 14304 21395 2484915 2690206 464040 628649 94348 112441 1445526 857431 681623 588095 3739230 4040786 827488 1046323 289849 276438 169869 108902 1287206 1431663 X 2423024 2579123 29000 30000 2452024 2609123 3739230 4040786 157099 X false true X true true true X 7406680 8785888 8382019 8452533 8603797 41630917 7406680 8785888 8382019 8452533 8603797 41630917 41630917 17941 4541 1853 3952 6052 34339 41665256 5244696 0.99920 0.99930 X 469576 65678 403898 208994 -208994 525644 -525644 57115 -57115 -387855 LEASE LIABILITY 108902 108902 9853749 208990 208990 9644759 9644759 9696650 208990 208990 9487660 9487660 FORM 990, PAGE 2, PART III, LINE 4D ALL OTHER PROGRAMS THAT SUPPORT OUR MISSION TO EMPOWER OLDER INDIVIDUALS. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AND RECOMMENDS ITS APPROVAL TO FILE. THAT ACTION IS MADE AS PART OF THE ACCEPTANCE OF THE FINANCE COMMITTEE'S REPORTS AND ACTIONS. FORM 990, PAGE 6, PART VI, LINE 12C EACH BOARD OF DIRECTOR IS ASKED TO SIGN THE AGENCY'S CONFLICT OF INTEREST STATEMENT EACH YEAR. THE POLICY IS REVIEWED ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT OF THE BOARD INITIATES THE EXECUTIVE DIRECTOR'S ANNUAL PERFORMANCE REVIEW AND SOLICITS INPUT FROM OTHER SOURCES. THE PERFORMANCE REVIEW IS PRESENTED TO THE BOARD OF DIRECTORS IN AN EXECUTIVE SESSION WITH THEIR ADDITIONAL INPUT REQUESTED. DURING THAT SESSION, THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND RECOMMENDED BASED ON COMPARABLE POSITIONS AS WELL AS THE CURRENT FUNDING STATUS OF THE ORGANIZATION. A WRITTEN NOTIFICATION IS MADE TO THE EXECUTIVE DIRECTOR ON A FORM SIGNED BY PRESIDENT. FORM 990, PAGE 6, PART VI, LINE 15B ALL STAFF SALARIES ARE RECOMMENDED BY THE EXECUTIVE DIRECTOR WITH FINAL APPROVAL BY THE BOARD OF DIRECTORS. ALL SALARY ADJUSTMENTS ARE GENERALLY BASED ON COLA RATES. EACH STAFF PERSON HAS A PERFORMANCE REVIEW ANNUALLY, HOWEVER, PAY ADJUSTMENTS ARE NOT MERIT BASED. ALL PAY ADJUSTMENTS ARE NOTED IN WRITING TO THE STAFF PERSON AND A COPY PLACED IN THEIR PERSONNEL FILE. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST AT THE CENTRAL OFFICE IN WATERLOO, IA. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES 1,595,548 0 0 CONTRACTED SERVICES 785,295 0 0 CONTRACTED SERVICES 705,197 0 0 CONTRACTED SERVICES 1,404,184 99,596 0 TOTAL 4,490,224 99,596 0 NEI3A PROPERTIES LLC 3840 W 9TH ST WATERLOO IA 50704 301271670 RENTAL IA NORTHEAST NORTHEAST IOWA AREA AGENCY SCHEDULE R NEI3A PROPERTIES LLC IS A DISREGARDED ENTITY AND IS CONTROLLED BY NORTHEAST IOWA AREA AGENCY ON AGING (NEI3A). THEY ARE COMBINED FOR FINANCIAL REPORTING. NEI3A PROPERTIES LLC OWNS BUILDINGS THAT IT RENTS OUT TO NEI3A.