Heritage Area Agency on Aging
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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.
- Income
- $4.1 million
- Spending
- $4.3 million
- Spent on programs
- 100%
- Reserves
- 2.2 months of spending
- Largest source of income
- government grants, 87%
- Employees
- 25
- Volunteers
- 150
- Highest pay
- $126,055, executive director
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 54 out of 100. Higher than 23% of charities in its peer group (human services, $1m to $10m).
Reserves
10 of 35Spendable reserves would cover 2.2 months of spending.
Debt
16 of 20It owes 16% of what it owns.
Living within its means
8 of 15Spending exceeded income by 5% of income.
Income trend
5 of 15Income fell 11% on the year before.
Spending floor
15 of 15100% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 95 out of 100. Higher than 60% of charities in its peer group (human services, $1m to $10m).
Independent board
25 of 2515 of 15 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
0 of 5Reports no independent review process for its chief executive's pay.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (4)
- $814,982 spent. 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.
- $851,304 spent. 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.
- $814,358 spent. ELDERLY 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.
- $1.8 million spent. SUPPORT SERVICES, VOCA, CAREGIVER SUPPORT, LIFE LONG LINKS, NUTRITION, AND OTHER SERVICES.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since November 2018.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.