Form 990 for tax year 2022

Filed by HEARTLAND FAMILIES INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 29 May 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue: $2,920,545 changed to $2,844,240
Total expenses: $3,040,950 changed to $2,638,931
Contributions and grants received: $2,917,775 changed to $2,841,470
Total assets, end of year: $1,629,115 changed to $1,940,892
Total liabilities, end of year: $1,586,216 changed to $1,416,092
Net assets or fund balances, end of year: $42,899 changed to $524,800
Program services expenses: $2,681,816 changed to $2,599,389
Management and general expenses: $359,134 changed to $39,542
Program service expenses (Part III): $2,681,816 changed to $2,599,389

Listed under a different title

Lisa Bitar: Secretary then SECRTARY

Totals

Total revenue: $2,920,545
Total expenses: $3,040,950
Contributions and grants received: $2,917,775
Grants paid: $76,509
Program service revenue: $2,475
Investment income: $295
Other revenue: $0
Total assets, end of year: $1,629,115
Total liabilities, end of year: $1,586,216
Net assets or fund balances, end of year: $42,899
Program services expenses (Part IX): $2,681,816
Management and general expenses: $359,134
Fundraising expenses: $0
Program service expenses (Part III): $2,681,816

Program services were 88.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$2,282,692
1f · All other contributions, gifts and grants

$635,083
1g · Noncash contributions included above

$0
2a · Program service revenue: Operation Move-In

total $2,475 · related or exempt $2,475 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $295 · related or exempt $295 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $76,509 · program services $76,509
7 · Other salaries and wages

total $1,631,056 · program services $1,627,721 · management and general $3,335
8 · Pension plan contributions

total $8,156 · program services $7,782 · management and general $374
9 · Other employee benefits

total $66,581 · program services $65,538 · management and general $1,043
10 · Payroll taxes

total $124,375 · program services $124,138 · management and general $237
11a · Fees: management

total $269,551 · program services $34,904 · management and general $234,647
12 · Advertising and promotion

total $947 · program services $747 · management and general $200
13 · Office expenses

total $53,301 · program services $1,853 · management and general $51,448
14 · Information technology

total $2,138 · program services $2,090 · management and general $48
16 · Occupancy

total $10,107 · program services $4,171 · management and general $5,936
17 · Travel

total $4,907 · program services $4,907
20 · Interest

total $955 · management and general $955
23 · Insurance

total $8,933 · program services $8,257 · management and general $676
24a · Other expenses: Construction, Renovation, Remodel Expenses

total $415,059 · program services $415,059 · management and general $0
24b · Other expenses: Supplies

total $159,834 · program services $158,508 · management and general $1,326
24c · Other expenses: Equipment Rent & Maintenance

total $130,219 · program services $96,663 · management and general $33,556
24d · Other expenses: Landscaping and Grounds Maintenance

total $37,442 · program services $26,246 · management and general $11,196
24e · All other expenses

total $40,880 · program services $26,723 · management and general $14,157

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $738,248 · end of year $1,113,182
10a · Land, buildings and equipment: cost or other basis

$515,933
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $19,107 · end of year $515,933
17 · Accounts payable and accrued expenses

beginning of year $76,160 · end of year $43,937
19 · Deferred revenue

beginning of year $558,973 · end of year $1,042,218
23 · Secured mortgages and notes payable

end of year $250,000
24 · Unsecured notes and loans payable

beginning of year $61,014 · end of year $55,993
25 · Other liabilities

beginning of year $232,040 · end of year $194,068
27 · Net assets without donor restrictions

beginning of year -$729,805 · end of year -$999,320
28 · Net assets with donor restrictions

beginning of year $558,973 · end of year $1,042,219

Mission and programs · 2022

Mission

Charitable and Educational - Community action changes peoples lives, embodies the spirit of home, improves communities and makes America a better place to live. We care about the entire community, and are dedicated to helping people help themselves and each other. Moving to work in partnership with communities in Madison can Grant counties to eliminate causes and conditions of poverty to promote individual independence and self-efficiency.

Activities or mission (Part I)

Charitable and Educational

STAR-SLR Student Learning Recovery Program - An after-school program in partnership with county schools to address learning loss due to COVID. Launched in-person in 10 county schools, hired and trained over 100 new staff and tutors, and recruited hundreds of students. STAR's aggressive goals seek to increase students' GLE by 1.5 grade levels. First semester results show an average GLE gain in math of .5 and and average GLE gain in English language arts of .36. STAR was asked to expand the program into the largest county school district due to the high-level of execution of its first semester.

Expenses $2,128,916 · Revenue $2,282,692
ASH - A family stabilization and education program affiliated with Family Scholar House in Louisville, KY. Anderson Scholar House provides stable housing, coordinated childcare, help with school admissions and financial aid applications, as well as life and academic coaching throughout the program. Programs and services are delivered for all ages through a two-generation model responsive to the needs of families. Participants have an 88% completion rate. Three months after leaving the program 70% of participants no longer require any government assistance. This is especially impactful considering all our families had experienced poverty, unstable housing, and most often, domestic violence.

Expenses $477,993 · Revenue $514,136
FEGAP - Family and Education GAP Assistance Program - a COVID response program and working partnership between JobSource, county K-12 schools, public social service providers, non-profit social service providers, and private sector housing providers. School partners refer student families at risk to FEGAP, which manages the stabilization efforts of each family, connecting them with partner support service providers across all sectors. FEGAP works with private sector housing providers to secure housing assistance for families at risk of eviction, stabilizing both the family and the property owner. FEGAP arranged home internet installation for impoverished student households and funded the internet for two consecutive school years. FEGAP also provided home computers to households at risk of missing school or losing employment due to lack of technology and/or connectivity. In FEGAP's first year, 427 households received assistance from the program. Internet requests were processed within 5 business days, drastically reducing the time students were not able to access e-learning. FEGAP was so successful, it was promoted statewide as a model COVID response program. FEGAP continues to check in with referred households, tracking stabilization efforts and student outcomes.

Expenses $74,907 · Revenue $74,907

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

G Douglas Eckerty

President

Total calculated

$0

Hours/week

1
Lisa Bitar

Secretary

Total calculated

$0

Hours/week

1
Louis M Mozingo

Treasurer

Total calculated

$0

Hours/week

1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 28 March 2023
IRS schema version: 2022v5.0
Source object: 202300879349301020

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