2025-09-04T18:51:29+00:00 2024-06-30 332621854 CRI Capin Crouse Advisors LLC 345 Massachusetts Ave Suite 300 Indianapolis IN 46204 990 2023-07-01 361877640 Heartland Alliance for Human Needs and Rights HEAR 3129617237 4822 N Broadway 2nd Floor Chicago IL 60640 Robin Armour Board Chairman & Treasurer 3129617237 2025-09-05 true true Ted R Batson Jr P00721951 5055022746 2025-09-05 2023 2025-03-06 01:10:19Z X Robin Armour 4822 N Broadway 2nd Floor Chicago IL 60640 16661727 false X www.HeartlandAlliance.org X 1888 IL To advance the human rights and respond to the human needs of endangered populations - particularly the poor, isolated, and displaced. 33 33 705 33 0 0 40559192 12507703 1075858 138600 770108 139854 15067469 41230 57472627 12827387 17450497 6996651 0 0 30964598 15779849 0 0 1172560 10822467 7040484 59237562 29816984 -1764935 -16989597 44797231 2701773 8253331 2857368 36543900 -155595 X To advance the human rights and respond to the human needs of endangered populations - Particularly the poor, isolated, and displaced - By providing comprehensive and respectful services and promoting permanent solutions leading to a more just global society. false true 7099315 1067661 65287 READI Chicago - The rapid employment and development initiative (READI Chicago) is an innovative transitional jobs and cognitive behavioral therapy program. READI Chicago is designed to target those at highest risk of being victims or perpetrators of gun violence, with the goals of decreasing violence involvement among this population, creating an alternative path and viable opportunities for them to change their life trajectory and decrease criminal justice involvement, and helping build a community-level infrastructure that promotes long-term safety and opportunity in Chicago's most impoverished communities. Heartland Alliance is leading and managing a network of community based organizations on Chicago's south and west sides to implement READI Chicago. As Heartland Alliance determined to close its doors, certain program services were transitioned to other organizations and the other services were then closed down and the operations shut down by April 2024. 6709452 5191260 96311 National Immigrant Justice Center - The Heartland Alliance National Immigrant Justice Center (NIJC) is dedicated to ensuring human rights protections and access to justice for all immigrants, refugees and asylum seekers. NIJC provides direct legal services to and advocates for these populations through policy reform, impact legislation, and public education. With the support of hundreds of pro bono attorneys, NIJC provides legal services to more than 10,000 individuals each year and maintains a success rate of 90 percent in obtaining asylum for those fleeing persecution in their home countries. Since its founding twenty-five years ago, NIJC has been unique in blending individual client advocacy with broad-based systemic change. NIJC was closed down through the parent company of Heartland Alliance due to closing of the corporate operations. NIJC then spun off the operations and mission as its own standalone organization as of April 2024. 5205175 737730 18232 Research, Policy, and Innovation - Our initiatives are broad and inclusive because we know that we can't end poverty on our own. We center equity and inclusion in all our work, so that every community we partner with has a voice. We are committed to building and sustaining movements for change. In Chicago and communities across the country, we are collaborating with partners to discover, nurture and share innovative policy and systems change solutions that address the root causes of poverty and inequity. As Heartland Alliance determined to close its doors, certain program services were transitioned to other organizations and the other services were then closed down and the operations shut down by February 2024. 19013942 true true false false false false false false false false false false false true true false true false false false false false false false false false true true true false false false false false false false false false false false false false true true true false false true 156 0 true 705 true false false false false false false false false false false false false X 33 33 false false false false false false false true true false false false true true true true true true true false IL X X Henry Beverly 3129617237 4822 N Broadway 2nd Floor Chicago IL 60640 Daniel Lezotte Vice Chair 1.0 7.0 X X 0 0 0 Julia Getzels General Counsel/Secretary (part year) 40.0 25.0 X X 236116 0 61172 Melinda Earle Vice Chair 1.0 X X 0 0 0 Michael A Nutter Vice Chair 1.0 X X 0 0 0 Robin Armour Board Chairman & Treasurer 1.0 X X 0 0 0 Theodore W Michalke Vice Chair 1.0 1.0 X X 0 0 0 Alan Harder Director 1.0 X 0 0 0 Alen Takhsh Director 1.0 X 0 0 0 Ali Azim Director 1.0 X 0 0 0 Alicia Gonzalez Director 1.0 X 0 0 0 Allida Black Director 1.0 X 0 0 0 Ameya Pawar Director 1.0 X 0 0 0 Andrea Wiles Director 1.0 X 0 0 0 Arnold Patton Director 1.0 X 0 0 0 Becky Frederick Director 1.0 X 0 0 0 Christopher Brathwaite Director 1.0 X 0 0 0 Cynthia Fronczak Director 1.0 X 0 0 0 Dave Elzinga Director 1.0 X 0 0 0 Elaine Klemen Director 1.0 X 0 0 0 Elissa Bassler Director 1.0 X 0 0 0 Gwen Hassan Director 1.0 X 0 0 0 Henry Beverly Director 1.0 X 0 0 0 Joey Nakayama Director 1.0 X 0 0 0 Kary Mcllwain Director 1.0 X 0 0 0 Makiyah Moody Director 1.0 X 0 0 0 Mary L Ahern Director 1.0 X 0 0 0 Paul Wilkowski Director 1.0 4.0 X 0 0 0 Randall Rapp Director 1.0 X 0 0 0 Rhyan Zweifler Director 1.0 X 0 0 0 Robin Snyderman Director 1.0 X 0 0 0 Ryan S Ruskin Director 1.0 X 0 0 0 Shannon Galvin Director 1.0 X 0 0 0 Shuba Ahya Director 1.0 X 0 0 0 Susan Rider Porter Director 1.0 X 0 0 0 David Wells Deputy Chief Admin Officer (part year) 40.0 19.0 X 207169 0 33609 Dona McCullough Chief Human Resource & Equity (part year) 40.0 X 215788 0 30600 Donald Laackman Interim President/CEO (part year) 40.0 25.0 X 248702 0 44696 Edward B Stellon Chief External Affairs Officer (part year) 40.0 X 152411 0 33995 Erika J Tole Thomas Chief Information Officer (part year) 40.0 X 178013 0 15128 Evelyn Diaz President/CEO (part year) 40.0 25.0 X 270774 0 64935 Kelli K Spencer Chief Risk Officer (part year) 40.0 X 141589 0 50463 Marcelo Pressor Chief of Finance/Strategic Analysis (part year) 40.0 X 142059 0 41440 Catalina Salley Chief Operations Officer (part year) 40.0 X 151194 0 35089 Eduardo Bocanegra Executive Director - READI (part year) 40.0 X 190088 0 41272 Mary M McCarthy Executive Director - NIJC (part year) 40.0 X 194375 0 49711 Jorge Matos READI director (part year) 40.0 X 156889 0 16059 Mailee UA Garcia Chief Communications & Marketing Officer 40.0 X 144101 0 39282 Meghan Jorgensen Chief Development Officer 40.0 X 149270 0 39329 Thomas Andreoli Associate General Counsel (part year) 40.0 X 161855 0 45554 Valerie Hawthorne-Berry Senior Director of Enterprise Procurement & Facilities 40.0 X 149229 0 31979 3089622 0 674313 46 false true false Evergreen Strategy Group 21600 Oxnard Street Woodland Hills CA 91367 Document Support services 179200 HelpGood LLC 145 S Fairfax Ave Los Angeles CA 90036 website traffic and social tools 153521 Grant Thorton LLP Grant Thornton Tower 171 N Clark Street Chicago IL 60601 consulting services 113015 American Heritage Protective Services 51000 W 127th Street Alsip IL 60803 security services 110739 Net-Telligence Group PO Box 6836 Chicago IL 60680 IT services 105538 6 1379450 11128253 12507703 Program service 900099 138600 138600 0 0 0 0 138600 139854 139854 0 0 3834340 3834340 0 0 0 0 41230 41230 0 0 41230 12827387 179830 0 139854 3096598 3096598 3900053 3900053 0 0 1689091 937671 651421 99999 11218847 6227959 4326703 664185 297570 166800 111225 19545 1650200 925651 615383 109166 924141 518018 345424 60699 6358 727 5490 141 47810 47810 2269352 256815 1962795 49742 59177 6769 51096 1312 1029265 144322 802679 82264 161666 84757 76888 21 1049517 448062 515969 85486 111927 111927 Shared Service Allocation 2293487 2293487 Equipment 11925 6253 5672 0 0 0 0 29816984 19013942 9630482 1172560 6573429 2701773 0 6997382 700337 0 0 774000 1531686 0 0 519505 0 9359956 0 15521135 2819801 0 44797231 2701773 5046001 136545 218393 0 2988937 2720823 8253331 2857368 X 9123211 -155595 27420689 36543900 -155595 44797231 2701773 X -16989597 287038 -19996936 X X false true X true true true X 36698485 37485819 36650769 40559192 18806422 170200687 0 0 36698485 37485819 36650769 40559192 18806422 170200687 296677 169904010 337541 216788 143823 770108 460482 1928742 0 13862041 13792968 15359791 15072469 96359 58183628 230313057 2261067 0.7377 0.9633 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - MISC INCOME, COLUMN A - 13862041.0, COLUMN B - 13792968.0, COLUMN C - 15359791.0, COLUMN D - 15072469.0, COLUMN E - 96359.0, COLUMN F - 58183628.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Liability for estimated costs in excess of estimated receipts during liquidation 2420823 Lease liability 300000 2720823 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Under both the going concern basis of accounting and the liquidation basis of accounting, the accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Management has determined that there are no uncertain tax positions during the reporting periods covered by these consolidated financial statements. true North Lawndale Employment Network 3726 W Flournoy Chicago IL 60624 364295189 501(c)(3) 884155 To provide innovative transitional jobs and cogitive behavioral targeted to those at risk Heartland Human Care Services 208 S Lasalle Chicago IL 60604 364053244 501(c)(3) 835028 To provide services in "get my pymt" Illinois program Uhlich Children's Employment Network 3605 W Filmore Street Chicago IL 60624 362167937 501(c)(3) 649997 To provide innovative transitional jobs and cognitive behvioral targeted to those at risk Center for New Horizons 4150 S King Drive Chicago IL 60653 362729721 501(c)(3) 478097 To provide innovative transitional jobs and cognitive behvioral targeted to those at risk Institute for Non-Violence Chicago 4401 West Madison Chicago IL 60625 811098722 501(c)(3) 473530 To provide innovative transitional jobs and cognitive behvioral targeted to those at risk Resurrection Project 1818 S Paulina Chicago IL 60608 363576073 501(c)(3) 190000 For immigration court universal representation pilot for detained immigrants Immigration Project 211 Landmark Drive Normal IL 61761 431700482 501(c)(3) 158361 Implement a pilot project for universal prepresentation for detained immigrants 7 0 Every Dollar Counts 5864 2632839 Group Therapy/Research Stipends 6874 687404 READI Program 122 735411 Administrative Court Costs & Documents 60 5959 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Heartland Alliance requires the organization providing services to submit quarterly reporting. These reports contain a narrative that describes the services provided as well as a financial report comparing expenditures compared to budget. These reports are reviewed and approved by management. X X X X false false false false false false false false false Julia Getzels General Counsel/Secretary (part year) 234973 0 0 0 1143 0 900 0 60272 0 297288 0 0 0 Evelyn Diaz President/CEO (part year) 270503 0 0 0 271 0 540 0 64395 0 335709 0 0 0 Donald Laackman Interim President/CEO (part year) 247605 0 0 0 1097 0 780 0 43916 0 293398 0 0 0 Dona McCullough Chief Human Resource & Equity (part year) 215532 0 0 0 256 0 127 0 30473 0 246388 0 0 0 David Wells Deputy Chief Admin Officer (part year) 206812 0 0 0 357 0 705 0 32904 0 240778 0 0 0 Kelli K Spencer Chief Risk Officer (part year) 141315 0 0 0 274 0 363 0 50100 0 192052 0 0 0 Erika J Tole Thomas Chief Information Officer (part year) 177669 0 0 0 344 0 164 0 14964 0 193141 0 0 0 Edward B Stellon Chief External Affairs Officer (part year) 151994 0 0 0 417 0 320 0 33675 0 186406 0 0 0 Marcelo Pressor Chief of Finance/Strategic Analysis (part year) 141867 0 0 0 192 0 602 0 40838 0 183499 0 0 0 Mary M McCarthy Executive Director - NIJC (part year) 192234 0 0 0 2141 0 900 0 48811 0 244086 0 0 0 Eduardo Bocanegra Executive Director - READI (part year) 189832 0 0 0 256 0 385 0 40887 0 231360 0 0 0 Catalina Salley Chief Operations Officer (part year) 150389 0 0 0 805 0 675 0 34414 0 186283 0 0 0 Thomas Andreoli Associate General Counsel (part year) 160939 0 0 0 916 0 509 0 45045 0 207409 0 0 0 Meghan Jorgensen Chief Development Officer 149087 0 0 0 183 0 328 0 39001 0 188599 0 0 0 Mailee UA Garcia Chief Communications & Marketing Officer 143989 0 0 0 112 0 128 0 39154 0 183383 0 0 0 Valerie Hawthorne-Berry Senior Director of Enterprise Procurement & Facilities 148436 0 0 0 793 0 312 0 31667 0 181208 0 0 0 Jorge Matos READI director (part year) 156776 0 0 0 113 0 85 0 15974 0 172948 0 0 0 Form 990, Part III, Line 3 Significant changes in program services At a meeting of the board of directors held on December 18, 2023, the Organization's board of directors approved the Organization's Plan of Liquidation and Dissolution. The Plan provides for an orderly sale of the businesses, operations, and real estate, payment of liabilities and other obligations, and an orderly wind down of any remaining operations and dissolution of the Organization. The Organization intends to convert all assets into cash, satisfy or resolve remaining liabilities and obligations, including contingent liabilities, claims and costs associated with the liquidation of the Organization, and then file a certificate of dissolution with the State of Illinois in June 2025. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall consist of the Board Chair and the Vice Chairs. The Board Chair shall chair the Executive Committee. The Executive Committee shall have the authority to act for and in lieu of the Board between the regular meetings of the Board and in the absence of a special meeting of the Board, provided, however, that the Executive Committee is not authorized to undertake the following: 1. Adopt a plan for the distribution of the assets of the corporation, or for dissolution; 2. Fill vacancies on the board or on any of its committees; 3. Elect, appoint or remove any officer or director or member of any committee, or fix the compensation of any member of a committee; 4. Adopt, amend, or repeal the bylaws or the articles of incorporation; 5. Adopt a plan of merger or adopt a plan of consolidation with another corporation, or authorize the sale, lease, exchange or mortgage of all or substantially all of the property or assets of the corporation; or 6. Amend, alter, repeal or take action inconsistent with any resolution or action of the board of directors when the resolution or action of the board of directors provides by its terms that it shall not be amended, altered or repealed by action of a committee. The Executive Committee shall also review the performance of, and approve compensation for, the President. Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's top management and the Board Chairman prior to filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy All members of the Heartland Alliance board of directors, as well as members of the organization's subsidiary board of directors, annually sign a conflict of interest policy, copies of which are retained in the president's office. In addition, all Heartland Alliance senior management, which includes its members of its business office leadership team (BOLT), business initiative & resource development (BIRD), and executive team, are required to annually sign the conflict of interest policy. A copy of the board of directors policy is posted on a password protected portion of the organizations website, designated for board members. A copy of the policy for management is posted on the organizations intranet. Policy requires disclosure of any situation in which there may be even an appearance of potential conflict of interest. When appropriate, members of the board of directors, or senior management, recuse themselves from decision-making if there is any conflict of interest. Relative to board of committee actions, this is reflected in the meeting minutes. The policy is reviewed regularly by the chief risk officer of the organization. Additional monitoring including the reviewing of chief risk officer's policy is performed by the organization's executive team and the risk policy committee of the board of directors. Form 990, Part VI, Line 15a Process to establish compensation of top management official The compensation committee of the Heartland Alliance board of directors is an independent entity, consisting of the chair and immediate past chair of the board of directors. This body conducts the annual performance evaluation of, and determines the compensation for the organization's president. This body may consult with legal counsel or additional resources in determining fair and competitive compensation for the president of Heartland Alliance. The executive compensation committee also conducts periodic market surveys to assist in establishing the compensation for the president. All deliberations and decisions are contemporaneously documented in the minutes. Form 990, Part VI, Line 15b Process to establish compensation of other employees The President annually reviews with the compensation committee the performance and recommend compensation for the organization's senior executives, including executive directors of the subsidiary entities and other key members of the executive team. All deliberations and decisions are contemporaneously documented in the minutes. Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy and financial statements are available upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Misc revenue - Total Revenue: 41230, Related or Exempt Function Revenue: 41230, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Loss from discontinued operations - -19996936; Form 990, Part XII, Line 1 Change of accounting method or other type of acounting method The organization changed its accounting method from accrual to liquidation basis effective December 18, 2023, following board approval of a formal Plan of Liquidation. Form 990 Activity from Discontinued Operations During the year, the organization approved a plan of liquidation and dissolution. As part of this process, the audited financial statements were prepared using liquidation basis accounting. On the Form 990, Part VIII and IX, the revenue and expenses reported are through December 17, 2023 before liquidation. Part XI, Line 9 is reporting the activity after liquidation through June 30, 2024 as "discontinued operations". The required schedules (A, B and I) are prepared using the activity for the full fiscal year ended June 30, 2024. Therefore, the activity on Part VIII, IX and included in discontinued operations need to be added together for the full years activity. Below is the related revenue and expenses included in discontinued operations and included in completing Schedule A, B and I. Contributions - $6,298,719 Interest income - $33,590 Other income - $55,129 Program expenses - $4,346,351 Management and general expenses - $7,950,325 Heartland Human Care Services Inc 4822 N Broadway 2nd Floor Chicago IL 60604 364053244 Social Svcs IL 501(c)(3) 7 Heartland Alliance for Human Needs and Rights true Heartland Alliance Health 4822 N Broadway 2nd Floor Chicago IL 60604 363775696 Health Care IL 501(c)(3) 7 Heartland Alliance for Human Needs and Rights true Heartland Housing Inc 4822 N Broadway 2nd Floor Chicago IL 60604 363642952 Housing IL 501(c)(3) 10 Heartland Alliance for Human Needs and Rights true Heartland Alliance International LLC 4822 N Broadway 2nd Floor Chicago IL 60604 300739799 Social Svcs IL 501(c)(3) 7 Heartland Alliance for Human Needs and Rights true Argyle Neighborhood Development Corp 4822 N Broadway 2nd Floor Chicago IL 60604 363827013 Housing IL 501(c)(3) Type I Heartland Housing true Ellis Neighborhood Development Corp 4822 N Broadway 2nd Floor Chicago IL 60604 363993195 Housing IL 501(c)(3) Type I Heartland Housing true Heartland Sawyer Gardens Corporation 4822 N Broadway 2nd Floor Chicago IL 60604 842410755 Housing IL 501(c)(3) 10 Heartland Housing true false false false false false false false false false false false false false true true false false false false