Nonprofit · EIN 52-1621262
NORTHEAST IOWA AREA AGENCY ON AGING INC
Tax-exempt · DUBUQUE, IA 52001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,792,157 | $8,743,698 | $48,459 | $4,111,684 | $1,454,102 | $2,657,582 |
| June 30, 2024 | 990 | $9,644,759 | $9,487,660 | $157,099 | $4,040,786 | $1,431,663 | $2,609,123 |
| June 30, 2023 | 990 | $9,469,697 | $9,447,753 | $21,944 | $3,739,230 | $1,287,206 | $2,452,024 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,655,626
- of which government grants
- $7,473,279
- Program service revenue
- $1,129,939
- Investment income
- $6,592
- Net gain from sales of assets
- $1,042
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $175,028
- Other salaries and wages
- $2,603,268
- Salaries, compensation and benefits (total)
- $3,774,730
- Professional fundraising fees
- $0
- Occupancy
- $61,585
- Travel
- $153,132
- Depreciation
- $84,210
- Program services (functional)
- $7,598,157
- Management and general (functional)
- $1,145,541
Balance sheet and other
- Total assets, start of year
- $4,040,786
- Total assets, end of year
- $4,111,684
- Total liabilities, end of year
- $1,454,102
- Net assets, end of year
- $2,657,582
- Land, buildings and equipment
- $682,781
- Net assets without donor restrictions
- $2,631,582
- Net assets with donor restrictions
- $26,000
- Gross receipts
- $8,810,404
- Employees
- 62
- Volunteers
- 4,194
- Year formed
- 1988
- State of legal domicile
- IA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL DONOHUE | EXECUTIVE DI Officer | 40 | $106,839 | $33,550 |
| HEATHER LEIBOLD | FINANCE DIRE Officer | 40 | $31,651 | $2,988 |
| LES ASKELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB BATES | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SALLY DAVIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE DAWLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARI HARBAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE HINDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANELL MCLREE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK MURRAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG ORWOLL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHELSEA PETERSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAYLA REYES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE SCHWAGER | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| AMANDA STAHLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE THORNTON-LANG | DIRECTOR Trustee or director | 1 | $0 |
| JESSIE TIBBOTT | DIRECTOR Trustee or director | 1 | $0 |
| GREG ZARS | EXECUTIVE DI Officer | 40 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL DONOHUE | EXECUTIVE DI Officer | 40 | $104,591 | $33,606 |
| ALYCE SCHALLER | FINANCE DIRE Officer | 40 | $63,175 | $33,723 |
| LES ASKELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB BATES | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DAN BYRNES | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SALLY DAVIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE DAWLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARI HARBAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE HINDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANELL MCLREE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK MURRAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG ORWOLL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CONNIE PERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHELSEA PETERSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAYLA REYES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE SCHWAGER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AMANDA STAHLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE THORNTON-LANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSIE TIBBOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANNON ZOFFKA | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL DONOHUE | EXECUTIVE DI Officer | 40 | $97,079 | $32,417 |
| ALYCE SCHALLER | FINANCE DIRE Officer | 40 | $62,797 | $33,868 |
| LES ASKELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB BATES | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| DAN BYRNES | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SALLY DAVIES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANE DAWLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARI HARBAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE HINDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEAN MADDUX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANELL MCLREE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICK MURRAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG ORWOLL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CONNIE PERRY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHELSEA PETERSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KAYLA REYES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE SCHWAGER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| AMANDA STAHLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE THORNTON-LANG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSIE TIBBOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHANNON ZOFFKA | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2728 ASBURY RD STE 430, DUBUQUE, IA 52001-2969
- Principal officer (990 for 2024)
- GREG ZARS, 201 TOWER PARK DRIVE SUITE 100, WATERLOO, IA 50701
- Signed the 990
- GREG ZARS, EXECUTIVE DIRECTOR
- Phone
- (319) 272-2244
- Website
- WWW.NEI3A.ORG
- Return prepared by
- HACKER NELSON & CO PC
Mission
WE EMPOWER OLDER INDIVIDUALS TO AGE WITH DIGNITY AND INDEPENDENCE.
Program accomplishments
- CONGREGATE AND HOME-DELIVERED MEALS: MEALS WERE PROVIDED TO SENIORS IN THE 18 COUNTY SERVICE AREA.Expenses $1,959,867 · revenue $384,483
- 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.Expenses $674,400
- 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.Expenses $1,573,352
- ALL OTHER PROGRAMS THAT SUPPORT OUR MISSION TO EMPOWER OLDER INDIVIDUALS.Expenses $3,390,538 · revenue $745,456
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1621262
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $4,111,684
- Income (IRS master file)
- $8,810,404
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,792,157 | $8,743,698 | $4,111,684 | XML |
| 990 | June 2024 | $9,644,759 | $9,487,660 | $4,040,786 | XML |
| 990 | June 2023 | $9,469,697 | $9,447,753 | $3,739,230 | XML |
| 990 | June 2022 | $9,481,257 | $9,478,408 | $3,520,816 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1621262).
Questions about NORTHEAST IOWA AREA AGENCY ON AGING INC
- What is the EIN of NORTHEAST IOWA AREA AGENCY ON AGING INC?
- The employer identification number (EIN) of NORTHEAST IOWA AREA AGENCY ON AGING INC is 52-1621262.
- Is NORTHEAST IOWA AREA AGENCY ON AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to NORTHEAST IOWA AREA AGENCY ON AGING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHEAST IOWA AREA AGENCY ON AGING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTHEAST IOWA AREA AGENCY ON AGING INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHEAST IOWA AREA AGENCY ON AGING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NORTHEAST IOWA AREA AGENCY ON AGING INC?
- The 990 for the year ended June 30, 2025 names GREG ZARS.
- Who are the officers and directors of NORTHEAST IOWA AREA AGENCY ON AGING INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 2 received compensation from the organization, the highest $106,839 (MICHAEL DONOHUE, EXECUTIVE DI).
- How much revenue does NORTHEAST IOWA AREA AGENCY ON AGING INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,792,157, expenses of $8,743,698 and total assets of $4,111,684 at year end.
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