Heartland Alliance for Human Needs and Rights: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
Heartland Alliance for Human Needs and Rights (EIN 36-1877640)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-10-30
IRS object ID
202503039349300640
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-30T11:36:53+00:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN332621854PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CRI Capin Crouse Advisors LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1345 Massachusetts Ave Suite 300AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN361877640EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Heartland Alliance for Human Needs and RightsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEARBusinessNameControlTxt
Phone3129617237PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14822 N Broadway 2nd FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60640ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRobin ArmourPersonNm
Person TitleBoard Chairman & TreasurerPersonTitleTxt
Phone3129617237PhoneNum
Signature2025-10-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaren DaigaPreparerPersonNm
PTINP01074795PTIN
Phone5055022746PhoneNum
Preparation2025-10-30PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Robin ArmourBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14822 N Broadway 2nd FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60640ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$0GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.HeartlandAlliance.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1888FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTo advance the human rights and respond to the human needs of endangered populations - particularly the poor, isolated, and displaced.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee357TotalEmployeeCnt
Total Volunteers31TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$12,507,703PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$138,600PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$139,854PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$41,230PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$12,827,387PYTotalRevenueAmt
CY Total Revenue$0CYTotalRevenueAmt
PY Grants And Similar Paid$6,996,651PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$15,779,849PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,040,484PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$29,816,984PYTotalExpensesAmt
CY Total Expenses$0CYTotalExpensesAmt
PY Revenues Less Expenses-$16,989,597PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets BOY$2,701,773TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$2,857,368TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$155,595NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
MissionTo 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescThe board voted to approve the resolutions authorizing dissolution, including filing of Articles of Dissolution. All programs, National Immigrant Justice Center, Readi Chicago and Research, Policy and Innovation, were spun off or shut down during the year.Desc
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsYes (true)TerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document652IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee357EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Henry BeverlyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3129617237PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14822 N Broadway 2nd FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60640ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Daniel Lezotte
Vice Chair1.0Yes (X)Yes (X)$0$0$0
Michael A Nutter
Vice Chair (part year)1.0Yes (X)Yes (X)$0$0$0
Robin Armour
Board Chairman & Treasurer3.0Yes (X)Yes (X)$0$0$0
Theodore W Michalke
Vice Chair1.0Yes (X)Yes (X)$0$0$0
Alan Harder
Director1.0Yes (X)$0$0$0
Alen Takhsh
Director (part year)1.0Yes (X)$0$0$0
Ali Azim
Director1.0Yes (X)$0$0$0
Alicia Gonzalez
Director1.0Yes (X)$0$0$0
Allida Black
Director1.0Yes (X)$0$0$0
Ameya Pawar
Director1.0Yes (X)$0$0$0
Andrea Wiles
Director1.0Yes (X)$0$0$0
Arnold Patton
Director1.0Yes (X)$0$0$0
Becky Frederick
Director1.0Yes (X)$0$0$0
Christopher Brathwaite
Director (part year)1.0Yes (X)$0$0$0
Cynthia Fronczak
Director1.0Yes (X)$0$0$0
Dave Elzinga
Director1.0Yes (X)$0$0$0
Elaine Klemen
Director1.0Yes (X)$0$0$0
Elissa Bassler
Director (part year)1.0Yes (X)$0$0$0
Gwen Hassan
Director1.0Yes (X)$0$0$0
Henry Beverly
Director & Chair of Finance & Audit Committee1.0Yes (X)$0$0$0
Joey Nakayama
Director1.0Yes (X)$0$0$0
Kary Mcllwain
Director1.0Yes (X)$0$0$0
Mary L Ahern
Director (part year)1.0Yes (X)$0$0$0
Paul Wilkowski
Director1.0Yes (X)$0$0$0
Randall Rapp
Director1.0Yes (X)$0$0$0
Rhyan Zweifler
Director (part year)1.0Yes (X)$0$0$0
Robin Snyderman
Director1.0Yes (X)$0$0$0
Ryan S Ruskin
Director1.0Yes (X)$0$0$0
Shannon Galvin
Director1.0Yes (X)$0$0$0
Shuba Ahya
Director1.0Yes (X)$0$0$0
Susan Rider Porter
Director1.0Yes (X)$0$0$0
David Wells
Deputy Chief Admin Officer40.0$117,555$0$15,405Yes (X)
Donald Laackman
Interim President/CEO40.0$150,097$0$12,321Yes (X)
Edward Stellon
Chief External Affairs Officer40.0$180,313$0$9,639Yes (X)
Julia Getzels
General Counsel/Secretary40.0$406,378$0$13,324Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$854,343TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$50,689TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Korn Ferry
1900 Avenue of the StarsLos AngelesCA90067Consulting/Contractor Services$787,349
Julia Getzels
5620 S Kimbark AvenueChicagoIL60637Legal Consulting Services$234,249
JFM OPS Consulting
3622 N Claremont AvenueChicagoIL60618Executive Consulting Services$135,353
Net-Telligence Group
1136 S Delano Court WestChicagoIL60605IT services$129,344
Applegate & Thorne-Thomsen
425 S Financial PlaceChicagoIL60605Legal Services$104,320
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,701,773BOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,701,773BOYAmt
EOY$0EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$136,545BOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,720,823BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,857,368BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$155,595BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$155,595BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,701,773BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$155,595OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,485,819CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,650,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,559,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,806,422CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$133,502,202TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$37,485,819CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,650,769CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,559,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,806,422CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$133,502,202TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$363,300SubstantialContributorsTotAmt
Public Support Total170$133,138,902PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$216,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$143,823CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$770,108CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$460,482CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$1,591,201TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,792,968CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,359,791CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,072,469CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$96,359CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$44,321,587TotalAmt
FieldValueIRS element (for citing)
Total Support$179,414,990TotalSupportAmt
Gross Receipts Rltd Activities$1,830,355GrossReceiptsRltdActivitiesAmt
Public Support CY1700.74207PublicSupportCY170Pct
Public Support PY1700.7377PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - MISC INCOME, COLUMN A - 13792968.0, COLUMN B - 15359791.0, COLUMN C - 15072469.0, COLUMN D - 96359.0, COLUMN E - 0.0, COLUMN F - 44321587.0;ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Edward Stellon
Chief External Affairs Officer$180,015$0$0$0$298$0$278$0$9,361$0$189,952$0$0$0
Julia Getzels
General Counsel/Secretary$405,499$0$0$0$879$0$385$0$12,939$0$419,702$0$0$0
Donald Laackman
Interim President/CEO$149,640$0$0$0$457$0$300$0$12,021$0$162,418$0$0$0

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (3 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDescDistributionDistributionDtFair Market Value Of AssetFairMarketValueOfAssetAmtMethod Of FMV DeterminationMethodOfFMVDeterminationTxtEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionTxt
Heartland Human Care Services
Cash2025-06-30$158,137Book value3640532444822 N Broadway 2nd FloorChicagoIL60640501(c)(3)
Heartland Alliance International
Cash2025-06-30$42,575Book value3007397991311 W Alboil AveChicagoIL60603501(c)(3)
NIJC NFP
Cash2025-06-30$21,288Book value933878636111 W Jackson Blvd Suite 800ChicagoIL60604501(c)(3)
FieldValueIRS element (for citing)
Director Of SuccessorfalseDirectorOfSuccessorInd
Employee Of SuccessorfalseEmployeeOfSuccessorInd
Owner Of SuccessorfalseOwnerOfSuccessorInd
Receive CompensationfalseReceiveCompensationInd
Assets DistributedYes (true)AssetsDistributedInd
Required To Notify AGYes (true)RequiredToNotifyAGInd
Attorney General NotifiedYes (true)AttorneyGeneralNotifiedInd
Liabilities PaidYes (true)LiabilitiesPaidInd
Bonds OutstandingfalseBondsOutstandingInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15aThe organization did not compensate any officers or key employees during the fiscal year. Therefore, these lines were answered no in accordance with the instructions.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe 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 bodyForm 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 policyAll 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 19 Required documents available to the publicThe governing documents, conflict of interest policy and financial statements are available upon request.
Form 990, Part VII, Section A and Section BThe compensation amounts are required to be reported on the calendar year that falls within the tax year and therefore represent activity that was prior to the 7/1/24 - 6/30/25 fiscal year.
Form 990, Part XI, Line 9 Amount Transferred upon DissolutionAmount transferred upon dissolution represents cash withheld as of 6/30/2025 to be distributed to the receipients listed on Form 990, Schedule N, Part I.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesForgiveness of debt - 377595; Amount transferred upon dissolution - -222000; Total - 155595;
Final Return General NoteAs outlined in the organization's plan of liquidation and dissolution, the board of directors voted to approve the resolution authorizing dissolution and a plan for distribution of assets, including the articles of dissolution on or before June 30, 2025. The organization shut down all operations as of April 2024 and no program activity occured during this fiscal year. All efforts were focus on the final dissolution process and a certificate of dissolution was filed with the state of Illinois, effective July 8, 2025.

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