HEARTLAND ALLIANCE HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEARTLAND ALLIANCE HEALTH (EIN 36-3775696)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-01
- IRS object ID
- 201330609349300508
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-01T09:45:25-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363775696 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heartland Health Outreach Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAR | NameControl |
| Phone | 3126601300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 South LaSalle Street No 1818 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian Registe | Name |
| Title | Chief Financial Officer | Title |
| Phone | 3126601300 | Phone |
| Date Signed | 2013-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Wayne Harder | Name |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Brian Registe | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 South LaSalle Street No 1818 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22224313 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.heartlandalliance.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1991 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Heartland Health Outreach's Federally Qualified Health Center is located in the Uptown Neighborhood of Chicago and has connections to more than 120 homeless service sites, shelters, drop-in centers, and food programs throughout the metropolitan area. It's state licensed and funded mental health and addiction treatment services, are centered in the north side of Chicago. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 277 | TotalNbrEmployees |
| Total Nbr Volunteers | 33 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17117223 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19163577 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1337883 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2693938 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 177182 | InvestmentIncomePriorYear |
| Investment Income Current Year | 79626 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 224575 | OtherRevenuePriorYear |
| Other Revenue Current Year | 160363 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18856863 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22097504 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1238067 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3687043 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9708044 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11606442 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7146555 | OtherExpensePriorYear |
| Other Expenses Current Year | 6523239 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18092666 | TotalExpensesPriorYear |
| Total Expenses Current Year | 21816724 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 764197 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 280780 | RevenuesLessExpensesCY |
| Total Assets BOY | 7577689 | TotalAssetsBOY |
| Total Assets EOY | 8620513 | TotalAssetsEOY |
| Total Liabilities BOY | 3902753 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3117654 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3674936 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5502859 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Heartland Health Outreach's Federally Qualified Health Center is located in the Uptown Neighborhood of Chicago and has connections to more than 120 homeless service sites, shelters, drop-in centers, and food programs throughout the metropolitan area. It's state licensed and funded mental health and addiction treatment services, are centered in the north side of Chicago. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19871538 | Expense |
| Grants | 3687043 | Grants |
| Revenue | 2693938 | Revenue |
| Description | Heartland Health Outreach, Inc. (HHO), a subsidiary of the Heartland Alliance for Human Needs and Human Rights, is a Federally Qualified Health Center and organization serving more than 7,000 people annually through 66,250 medical, dental, mental health, substance abuse and case management visits, along with supportive housing. HHO also provides food and nutrition counseling at 4 grocery centers to more than 2,400 individuals impacted by HIV/AIDS. HHO provides its services to individuals experiencing homelessness, those living with HIV/AIDS, refugee trauma and other low-income individuals throughout the Chicago area. | Description |
| Total Program Service Expense | 19871538 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 198 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 277 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Denise Ide | NamePerson |
| Telephone Number | 3126601491 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 208 South LaSalle Street Suite 1818 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Kim M Cysewski | |||||||
| Chair | 1.00 | X | X | 0 | 0 | 0 | |
| Elizabeth M Higashi CFA | |||||||
| Vice Chair | 1.00 | X | X | 0 | 0 | 0 | |
| Thomas R Klein MD | |||||||
| Vice Chair, Clinical Strategy | 1.00 | X | X | 0 | 0 | 0 | |
| Julianne Sawyier Migely | |||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Richard H Grossi | |||||||
| Treasurer | 1.00 | X | X | 0 | 52188 | 20846 | |
| Jennifer R Breuer | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Amy Brierly | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Raymond Burks | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Samuel C Dudley Jr MD PhD | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Douglas R Elliott | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| John Flaherty | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Khoa X Ho | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Michael A Humphrey | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Lewis N Lampiris DDS MPH | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bill Lasche | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Carlos E Paret | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Cathy A Peterson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Joshua Rafsky | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| David J Rebey | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ruth E Ross PhD | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mary G Wilson | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Diane Wolf | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Lizabeth G Sode | |||||||
| Assistant Secretary | 1.00 | X | 0 | 162470 | 14510 | ||
| Sid L Mohn | |||||||
| President/CEO | 10.00 | X | 0 | 295911 | 16315 | ||
| Brian Registe | |||||||
| Assistant Treasurer | 10.00 | X | 0 | 135554 | 5193 | ||
| Karen Batia | |||||||
| Executive Director/VP | 40.00 | X | 150030 | 0 | 13050 | ||
| Stephanie L Luther | |||||||
| Senior Medical Officer | 40.00 | 162545 | 0 | 19260 | X | ||
| Michael Dempsey | |||||||
| Psychiatric Medical Director | 40.00 | 158866 | 0 | 13830 | X | ||
| Jennifer Mee Young Soh | |||||||
| Oral Health Director | 40.00 | 113517 | 0 | 10005 | X | ||
| Jean Y Rim | |||||||
| Physician | 40.00 | 114346 | 0 | 5070 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 699304 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 646123 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 118079 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pacific Interpreters Inc | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 707 SW Washington Suite 200 | AddressLine1 |
| City | Portland | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Telephonic Interpreting Services | DescriptionOfServices |
| Compensation | 159537 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 335324 | FundraisingEvents |
| Related Organizations | 115363 | RelatedOrganizations |
| Government Grants | 17378358 | GovernmentGrants |
| All Other Contributions | 1334532 | AllOtherContributions |
| Noncash Contributions | 226128 | NoncashContributions |
| Total Contributions | 19163577 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Program Service Rev. | 624100 | 1637437 | 1637437 |
| Patient Services | 624100 | 1056501 | 1056501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2693938 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79626 | TotalRevenueColumn |
| Exclusion | $79,626 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 126809 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 335324 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 126809 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 160363 | TotalRevenueColumn |
| Exclusion | $160,363 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 160363 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22097504 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2693938 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $239,989 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 848535 | Total |
| Program Services | 848535 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2838508 | Total |
| Program Services | 2838508 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158563 | Total |
| Program Services | 158563 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9145401 | Total |
| Program Services | 9145401 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188875 | Total |
| Program Services | 188875 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1225981 | Total |
| Program Services | 1225981 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 887622 | Total |
| Program Services | 887622 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352992 | Total |
| Program Services | 352992 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7166 | Total |
| Program Services | 7166 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62998 | Total |
| Program Services | 62998 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1406325 | Total |
| Program Services | 1406325 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510950 | Total |
| Program Services | 510950 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 997378 | Total |
| Program Services | 997378 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48314 | Total |
| Program Services | 48314 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430939 | Total |
| Program Services | 430939 | ProgramServices |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| Allocation of Overhead | 1945186 | 1945186 | |
| Staff Expenses | 442045 | 442045 | |
| Repairs and Maintenance | 302768 | 302768 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16178 | Total |
| Program Services | 16178 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21816724 | Total |
| Program Services | 19871538 | ProgramServices |
| Management And General | 1945186 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 883687 | BOY |
| EOY | 1168082 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16000 | BOY |
| EOY | 311277 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2287226 | BOY |
| EOY | 2832631 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1898881 | BOY |
| EOY | 1485924 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62816 | BOY |
| EOY | 211622 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4802545 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2645433 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1840992 | BOY |
| EOY | 2157112 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 462216 | BOY |
| EOY | 453865 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 125871 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7577689 | BOY |
| EOY | 8620513 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1508141 | BOY |
| EOY | 1400120 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15023 | BOY |
| EOY | 47429 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2379589 | BOY |
| EOY | 1406777 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 263328 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3902753 | BOY |
| EOY | 3117654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2949043 | BOY |
| EOY | 4660120 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 725893 | BOY |
| EOY | 842739 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3674936 | BOY |
| EOY | 5502859 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7577689 | BOY |
| EOY | 8620513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 280780 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1547143 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16605369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17581956 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18430960 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17117223 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18987947 | CurrentTaxYear |
| Total | 88723455 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16605369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17581956 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18430960 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17117223 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18987947 | CurrentTaxYear |
| Total | 88723455 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 88723455 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 354655 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 93221 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 177182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79626 | CurrentTaxYear |
| Total | 704684 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 215058 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 622443 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238780 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 224575 | CurrentTaxYearMinus1Year |
| Current Tax Year | 160363 | CurrentTaxYear |
| Total | 1461219 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 90889358 | TotalSupport |
| Gross Receipts From Admissions Etc | 8014225 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.97620 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97910 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part II, Line 10, Explanation of Other Income: Miscellaneous Revenue | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 270698 | OtherCostOrOtherBasis |
| Book Value | 270698 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 987263 | OtherCostOrOtherBasis |
| Depreciation | 330966 | Depreciation |
| Book Value | 656297 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2294589 | OtherCostOrOtherBasis |
| Depreciation | 1388972 | Depreciation |
| Book Value | 905617 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1101837 | OtherCostOrOtherBasis |
| Depreciation | 788603 | Depreciation |
| Book Value | 313234 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 148158 | OtherCostOrOtherBasis |
| Depreciation | 136892 | Depreciation |
| Book Value | 11266 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2157112 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment in Alliance of Chicago Community Health | Description |
| Book Value | 453865 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 453865 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Interagency Balances | Description |
| Amount | $263,328 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 263328 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Description of Uncertain Tax Positions Under FIN 48: | Identifier |
| Return Reference | Part X: | ReturnReference |
| Explanation | The Agency and its affiliated organizations are exempt from income taxes under Section 501 (c)(3) of the Internal Revenue Code. The Agency and its affiliated organizations qualify for the charitable contribution deduction under Section 170(b)(1)(A) and have been classified as organizations that are not private foundations. 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 financial statements. Under this guidance, the Agency 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 Agency, and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. Management has determined that there are no uncertain tax positions during the reporting periods covered by these financial statements. The Agency is generally no longer subject to examination by the Internal Revenue Service for tax years before 2008. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Holiday Brunch | NameOfEvent1 |
| Gross Receipts Event1 | 292257 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 221005 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 71252 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 7200 | CashPrizesEvent1 |
| Food And Beverage Event1 | 50364 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 13688 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Chefs in the City | NameOfEvent2 |
| Gross Receipts Event2 | 169876 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 114319 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 55557 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 52290 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 450 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 2817 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 462133 | GrossReceiptsTotal |
| Charitable Contributions Total | 335324 | CharitableContributionsTotal |
| Gross Revenue Total Events | 126809 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 7200 | CashPrizesTotalEvents |
| Food And Beverage Total Events | 102654 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 450 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 16505 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 126809 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Circle Family Healthcare | |||||||
| 5002 W Madison St | Chicago | IL | 60644 | 362906782 | 501(c)(3) | 506540 | Healthcare for the Homeless & HIV/AIDS Ryan White funding |
| Access Community Health Center | |||||||
| 221 N Canal St | Chicago | IL | 60606 | 363317058 | 501(c)(3) | 213887 | Healthcare for the Homeless & HIV/AIDS Ryan White funding |
| Lake County Health Department & Community Health Center | |||||||
| 3010 Grant Ave | Waukegan | IL | 60085 | 366006600 | 501(c)(3) | 42914 | Healthcare for the Homeless |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Client Support & Assistance | TypeOfGrant |
| Number Of Recipients | 70851 | NumberOfRecipients |
| Amount Of Cash Grant | 2838508 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: For grant recipients of the organization, Heartland Heath Outreach monitors compliance via two mechanisms: the first is financial in nature and is monitored via the sub-agency monthly invoicing for appropriate cost reimbursement and annually through the sub-agency annual financial and single audit (the latter as required under OMB A-133). The second mechanism is through grantee programmatic reporting that is sent to and monitored by Heartland Heath Outreach clinical/management staff. These grantees also submit annual reports needed to complete the Uniform Data System (UDS) reports. All participants presenting for services will be evaluated for eligibility based on program criteria for health care for the homeless. The criteria are as follows: emergency shelter, transitional shelter, single room occupancy building (SRO), substance abuse agency, street, affidavit (an affidavit is only used as a last report for a participant that can't prove his homeless status, such as participants staying on the street), doubled up (doubled up is defined as living with a person for less than 12 months. These participants must present verification of income (if any) and a notarized letter of support from the person the participant is living with). The organization also serves participants under the Ryan White Care Act I, II, III. Participants served by the Ryan White Care Act include participants with HIV/AIDS and participants at high risk for HIV/AIDS. In addition, grant funds are tracked in detail by cost center and matched and reviewed against the agency approved budget. Finally, Heartland Alliance also monitors its grant recipients by conducting spot audits through its internal/compliance office. These audits are independent of Heartland's Financial & Accountability Services office and program offices. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lizabeth G Sode | |||||||||||||
| 0 | 150198 | 0 | 4000 | 0 | 8272 | 0 | 4316 | 0 | 10194 | 0 | 176980 | 0 | 0 |
| Sid L Mohn | |||||||||||||
| 0 | 276177 | 0 | 11000 | 0 | 8734 | 0 | 7201 | 0 | 9114 | 0 | 312226 | 0 | 0 |
| Karen Batia | |||||||||||||
| 146847 | 0 | 3000 | 0 | 183 | 0 | 4517 | 0 | 8533 | 0 | 163080 | 0 | 0 | 0 |
| Stephanie L Luther | |||||||||||||
| 159285 | 0 | 3119 | 0 | 141 | 0 | 5029 | 0 | 14231 | 0 | 181805 | 0 | 0 | 0 |
| Michael Dempsey | |||||||||||||
| 158556 | 0 | 0 | 0 | 310 | 0 | 4789 | 0 | 9041 | 0 | 172696 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4390 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 39150 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 45016 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2827 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 176722 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method for Determining Number of Contributors: | Identifier |
| Return Reference | Part I, Column (b): | ReturnReference |
| Explanation | is the number of items contributed. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | Heartland Alliance for Human Needs & Human Rights (Heartland Alliance) is the sole voting member. | |
| Form 990, Part VI, Section A, line 7a | Heartland Alliance shall appoint all of the directors. The officers shall be elected annually by the Board of Directors at the annual meeting of the Board of Directors, or as soon thereafter as convenient based on a slate approved by Heartland Alliance. Vacancies may be filled or new offices filled at any meeting of the Board of Directors with the approval of the board of Heartland Alliance. | |
| Form 990, Part VI, Section A, line 7b | Any officer or agent elected or appointed by the Board of Directors may be removed upon recommendation of the Board Relations committee of Heartland Alliance by a two-thirds vote at a meeting of the Board of Directors whenever in its judgement the best interests of the organization would be served thereby. | |
| Form 990, Part VI, Section B, line 11 | The organization's Management & Coordination Committee (MCC) serves as the Finance and Audit Committee of the Heartland Alliance Board of Directors. The Finance Committee of Heartland Heath Outreach reviews and approves the Form 990. Every Heartland Heath Outreach board member receives the Form 990 for review and has the opportunity to ask the Finance Committee any questions prior to approval. The Heartland Heath Outreach designated member from the Finance Committee reports back to the full MCC on the review process. | |
| Form 990, Part VI, Section B, line 12c | All members of the Heartland Alliance Board of Directors, as well as members of the organization's subsidiary Boards 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 (included in the Heartland Alliance cabinet, approximately 60+ of the top directors of the organization) annually sign the conflict of interest policy. A copy of the Board of Directors policy is posted on a password protected portion of the organization's website, designated for board members. A copy of the policy for management is posted on the organization's 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, excuse 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 Corporate Compliance Officer of the organization. Additional monitoring is performed by the organization's executive team and the Risk Policy Committee of the Board of Directors. | |
| 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 President of Heartland Alliance. The Executive Compensation Committee also conducts periodic market surveys to assist in establishing the compensation for the President. In addition, the President annually reviews with the Compensation Committee the performance and recommended compensation for the organization's senior executives, including Executive Directors of Heartland Heath Outreach. | ||
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. | |
| Form 990, Part XI, line 5: | Net unrealized gains on investments: 25. Transfer of assets from Vital Bridges NFP, Inc. 1,547,118. Total to Form 990, Part XI, Line 5: 1,547,143. | Changes in Net Assets or Fund Balances: |
| Form 990, Part VII - average hours at related organizations: | Sid L. Mohn: Heartland Alliance for Human Needs and Rights - 10.00 hours Heartland Housing, Inc. - 10.00 hours Heartland Human Care Services, Inc. - 10.00 hours Brian Registe: Heartland Alliance for Human Needs and Rights - 10.00 hours Heartland Housing, Inc. - 10.00 hours Heartland Human Care Services, Inc.- 10.00 hours Lizabeth G. Sode: Heartland Alliance for Human Needs and Rights - 10.00 hours Heartland Housing, Inc. - 10.00 hours Heartland Human Care Services, Inc.- 1.00 hour |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Heartland Alliance for Human Needs & Human Rights | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 361877640 | Social Service Programs | IL | 501(c)(3) | 7 | N/A | 0 |
| Heartland Human Care Services Inc | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 364053244 | Social Service Programs | IL | 501(c)(3) | 7 | N/A | 0 |
| Heartland Housing Inc | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 363642952 | Low-income Housing | IL | 501(c)(3) | 11 - Type I | N/A | 0 |
Form990 Schedule R Part III Form990ScheduleRPartIII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| Mayfield Limited Partnership | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 364111300 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
| North Avenue Limited Partnership | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 364407589 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
| Leland Limited Partnership | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 364440042 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
| Drexel Jazz Limited Partnership | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 320062800 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
| 1218 W Highland Avenue LLC | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 261456751 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
| Fond Du Lac Apartments LLC | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 271343085 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
| Hollywood House Limited Partnership | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 262124251 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
| Highland MM LLC | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 261707959 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
| Viceroy Hotel Limited Partnership | ||||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 264589189 | Low-income Housing | IL | N/A | N/A | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| Leland Neighborhood Development Corporation | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 364363803 | Low-income Housing | IL | N/A | C |
| Mayfield Neighborhood Development Corporation | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 364111299 | Low-income Housing | IL | N/A | C |
| South Shore Neighborhood Development Corporation | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 363723682 | Low-income Housing | IL | N/A | C |
| Drexel Neighborhood Development Corporation | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 364111299 | Low-income Housing | IL | N/A | C |
| North Avenue Neighborhood Development Corporation | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 364407591 | Low-income Housing | IL | N/A | C |
| Heartland ABLA Rental | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 300209111 | Low-income Housing | IL | N/A | C |
| Heartland ABLA Rental II | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 320154610 | Low-income Housing | IL | N/A | C |
| Hollywood Sheridan Neighborhood Development Corporation | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 262124171 | Low-income Housing | IL | N/A | C |
| Viceroy GP LLC | ||||||||
| 208 S LaSalle Street Suite 1818 | Chicago | IL | 60604 | 264588742 | Low-income Housing | IL | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments