Heartland Senior Services
Donations deductibleHeartland Senior Services' network
9 people2 organisationsi9 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Eliz Erbes | Company secretary | 2023 | 3 yrs |
| Holly Lipsey | Director | 2025 | 1 yr |
| Jennifer Margrett | Director | 2023 | 3 yrs |
| Joe Merchant | Director | 2025 | 1 yr |
| LEO Milleman | Past President | 2019 | 7 yrs |
| Linda Doyle | Director | 2025 | 1 yr |
| Marty Chitty | Director | 2023 | 3 yrs |
| PAM White | President | 2019 | 7 yrs |
| Rhonda Whitney | Treasurer | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| DEB Schildroth | Executive Dir. | since 2024 |
| Nancy Carroll | Executive Dir. | since 2019 |
Pay and hours
year to 30 June 2026iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Deb Schildroth | Executive Dir. | 45 | $90k | ||
| Pam White | President | 4 | $0 | ||
| Marty Chitty | Director | 2 | $0 | ||
| Eliz Erbes | Director | 2 | $0 | ||
| Holly Lipsey | Secretary | 4 | $0 | ||
| Leo Milleman | Past President | 2 | $0 | ||
| Rhonda Whitney | Treasurer | 4 | $0 | ||
| Jennifer Margrett | Director | 2 | $0 | ||
| Joe Merchant | Director | 2 | $0 | ||
| Nancy Carroll | Executive Dir. | 45 | $0 |
About
- Legal name
- Heartland Senior Services
- EIN
- 421052353
- Address
- 205 S Walnut Ave, Ames, IA, 50010-6725
- State
- Iowa
- Mission
- Heartland of Story County offers life-enriching opportunities for older adults and provides support for their families and caregivers. (as filed on the Form 990)
- Activity (NTEE)
- P81Z Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 8 (IRS master file code)
- Formed
- 1975
- IRS ruling date
- 1 July 1976
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥7years on the filingsLEO Milleman
≥7years on the filingsPAM White
≥3years on the filingsEliz Erbes
≥3years on the filingsJennifer Margrett
Latest return
year to 30 June 2026iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2026. US dollars, as filed.- Total assets
- $13m
- Total liabilities
- $77k
- Net assets or fund balances
- $13m
- Contributions and grants received
- $912k
- Program service revenue
- $457k
- Employees
- 32
- Volunteers
- 481
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $2.9m | $942k | $2m |
As filed on the IRS Form 990. US dollars.
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Heartland Senior Services likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Iowa Secretary of State, active business entities (data.iowa.gov ez5t-3qay). Licence: CC BY 4.0. Attribution: Iowa Secretary of State. Data last fetched 18 October 2026.
- State
- Iowa
- Entity type
- Revised Domestic Non-Profit
- Status
- Active
- Formed
- 18 September 1975
- Registered agent
- Debra A Schildroth (city and state not held)