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Nonprofiteer
← HEARTLAND ALLIANCE HEALTH

Form 990 for tax year 2022

Filed by HEARTLAND ALLIANCE HEALTH.

What the amendment changed

Compared with the return it replaced , filed 14 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
$34,810,284 changed to $34,707,130
Total expenses
$35,726,940 changed to $35,623,786
Contributions and grants received
$22,046,742 changed to $21,637,677
Grants paid
$2,765,217 changed to $2,662,063
Other revenue
$61,672 changed to $367,583
Total assets, end of year
$17,935,461 changed to $16,865,433
Total liabilities, end of year
$10,205,738 changed to $9,135,710
Program services expenses
$28,422,253 changed to $28,010,558
Management and general expenses
$7,194,405 changed to $7,498,567
Fundraising expenses
$110,282 changed to $114,661
Program service expenses (Part III)
$28,422,253 changed to $28,010,558

Listed only on the earlier return

  • Edward B Stellon Thru 052023
  • Elias Rosario Thru 022023

Listed only on the later return

  • Edward B Stellon
  • Elias Rosario

Totals

Total revenue
$34,707,130
Total expenses
$35,623,786
Contributions and grants received
$21,637,677
Grants paid
$2,662,063
Program service revenue
$12,589,004
Investment income
$112,866
Other revenue
$367,583
Total assets, end of year
$16,865,433
Total liabilities, end of year
$9,135,710
Net assets or fund balances, end of year
$7,729,723
Program services expenses (Part IX)
$28,010,558
Management and general expenses
$7,498,567
Fundraising expenses
$114,661
Program service expenses (Part III)
$28,010,558

Program services were 78.6% 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.

  • 1e · Government grants (contributions)

    $20,019,235

  • 1f · All other contributions, gifts and grants

    $1,618,442

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $12,589,004 · related or exempt $12,589,004

  • 3 · Investment income

    total $112,866 · excluded $112,866

  • 6a · Gross rents

    real property $61,672

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $61,672

  • 6d · Net rental income or loss

    total $61,672 · excluded $61,672

  • 11a · Other revenue: INTERAGENY REVENUE

    total $305,911 · related or exempt $305,911

  • 11e · Other revenue, total

    $305,911

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,662,063 · program services $2,662,063

  • 5 · Compensation of officers, directors and key employees

    total $735,561 · program services $632,582 · management and general $102,979

  • 7 · Other salaries and wages

    total $12,438,235 · program services $10,696,883 · management and general $1,741,352

  • 8 · Pension plan contributions

    total $356,029 · program services $306,185 · management and general $49,844

  • 9 · Other employee benefits

    total $2,322,997 · program services $1,997,777 · management and general $325,220

  • 10 · Payroll taxes

    total $888,126 · program services $763,788 · management and general $124,338

  • 11b · Fees: legal

    total $17,787 · management and general $17,787

  • 11c · Fees: accounting

    total $35,791 · management and general $35,791

  • 11g · Fees: other

    total $4,446,852 · program services $3,811,003 · management and general $521,188 · fundraising $114,661

  • 12 · Advertising and promotion

    total $12,795 · program services $12,795

  • 13 · Office expenses

    total $1,022,306 · program services $1,022,306

  • 16 · Occupancy

    total $1,853,074 · program services $1,697,416 · management and general $155,658

  • 19 · Conferences, conventions and meetings

    total $11,491 · management and general $11,491

  • 20 · Interest

    total $84,188 · program services $58,932 · management and general $25,256

  • 22 · Depreciation, depletion and amortization

    total $208,598 · program services $208,598

  • 24a · Other expenses: SHARED SERVICES

    total $3,997,423 · management and general $3,997,423

  • 24b · Other expenses: SUPPLIES

    total $3,946,774 · program services $3,662,606 · management and general $284,168

  • 24c · Other expenses: EQUIPMENT

    total $340,820 · program services $316,282 · management and general $24,538

  • 24d · Other expenses: STAFF EXPENSES

    total $232,953 · program services $151,419 · management and general $81,534

  • 24e · All other expenses

    total $9,923 · program services $9,923

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,796,961 · end of year $989,155

  • 3 · Pledges and grants receivable

    beginning of year $605,024 · end of year $608,657

  • 4 · Accounts receivable

    beginning of year $4,204,502 · end of year $5,332,524

  • 7 · Other notes and loans receivable

    beginning of year $2,530,605 · end of year $2,530,605

  • 9 · Prepaid expenses and deferred charges

    beginning of year $354,165 · end of year $356,508

  • 10a · Land, buildings and equipment: cost or other basis

    $8,970,339

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,865,647

  • 10c · Land, buildings and equipment, net

    beginning of year $4,284,600 · end of year $4,104,692

  • 12 · Investments: other securities

    beginning of year $182,891 · end of year $248,320

  • 13 · Investments: program-related

    beginning of year $1,677,570 · end of year $1,597,653

  • 15 · Other assets

    beginning of year $1,261,772 · end of year $1,097,319

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,414,753 · end of year $1,332,421

  • 19 · Deferred revenue

    beginning of year $462,056 · end of year $539,696

  • 21 · Escrow or custodial account liability

    beginning of year $18,624 · end of year $94,098

  • 23 · Secured mortgages and notes payable

    beginning of year $786,252 · end of year $4,564,754

  • 24 · Unsecured notes and loans payable

    beginning of year $1,500,000 · end of year $1,500,000

  • 25 · Other liabilities

    beginning of year $5,070,026 · end of year $1,104,741

  • 27 · Net assets without donor restrictions

    beginning of year $6,457,791 · end of year $6,053,578

  • 28 · Net assets with donor restrictions

    beginning of year $2,188,588 · end of year $1,676,145

Mission and programs · 2022

Mission

HEARTLAND ALLIANCE HEALTH'S MISSION IS TO TRANSFORM HEALTHCARE FOR THE MOST VULNERABLE - PARTICULARLY PEOPLE EXPERIENCING HOMELESSNESS, MENTAL ILLNESS OR ADDICTIONS, OR STRUGGLING WITH MULTIPLE CHRONIC ILLNESSES (CONTINUED ON SCHEDULE O) - IMPROVING HEALTH FOR ALL AND THE WELL-BEING OF OUR COMMUNITY.TO DO THIS WE:- ENSURE ACCESS TO COMPREHENSIVE AND INTEGRATED HEALTHCARE.- DELIVER HIGH QUALITY AND EFFECTIVE HEALTHCARE.- PROVIDE TRAINING, SUPPORT RESEARCH AND DRIVE SYSTEMS CHANGE THAT ENRICHES OUR COMMUNITIES' CAPACITY TO IMPROVE HEALTH AND IMPACT THE SOCIAL DETERMINANTS OF HEALTH.- ENGAGE STAFF, VOLUNTEERS, PARTNERS AND DONORS IN BUILDING A JUST SOCIETY WHERE RESOURCES ARE USED WISELY AND COMPASSIONATE, EFFECTIVE SERVICES YIELD POSITIVE OUTCOMES.- CREATE AND ADVOCATE FOR INNOVATIVE HEALTHCARE SOLUTIONS THAT SUPPORT THE ELIMINATION OF POVERTY, HOMELESSNESS AND HEALTH DISPARITIES.

Activities or mission (Part I)

OUR MISSION IS TO TRANSFORM HEALTHCARE FOR THE MOST VULNERABLE, IMPROVING (SEE SCHEDULE O)HEALTH FOR ALL AND THE WELL-BEING OF OUR COMMUNITY.

  • HEARTLAND ALLIANCE HEALTH (HAH), A SUBSIDIARY OF THE HEARTLAND ALLIANCE FOR HUMAN NEEDS AND HUMAN RIGHTS, IS A FEDERALLY QUALIFIED HEALTH CENTER DEDICATED TO TRANSFORMING THE HEALTH CARE EXPERIENCE FOR CHICAGO'S MANY DISENFRANCHISED POPULATIONS, INCLUDING PEOPLE WHO ARE HOMELESS, POOR, HIV POSITIVE, MENTALLY ILL, ADDICTED, AND IMMIGRANTS OR REGEES. FOUNDED IN 1985, HAH IS CHICAGO'S ONLY HEALTH CARE FOR THE HOMELESS PROGRAM AND, AS SUCH, THE ONLY PROVIDER OF COMPREHENSIVE HEALTH-RELATED SERVICES FOR CHICAGO'S HOMELESS POPULATION. ITS INTEGRATED HEALTH CARE, HOUSING, AND SUPPORTIVE SERVICES ARE AT THE FOREFRONT OF ADDRESSING MANY OF THE SOCIAL DETERMINANTS OF HEALTH, HELPING TO IMPROVE HEALTH OUTCOMES AND PROMOTE COMMUNITY STABILITY. (SEE SCHEDULE O)ANNUALLY, HAH SERVES NEARLY 10,000 HOMELESS INDIVIDUALS, PROVIDING MORE THAN 40,000 MEDICAL, DENTAL, AND BEHAVIORAL HEALTH ENCOUNTERS. SERVICES INCLUDE:- PRIMARY CARE, DENTAL CARE, AND INTEGRATED MENTAL HEALTH AND SUBSTANCE USE TREATMENT;- STREET, SHELTER, AND MEDICAL MOBILE OUTREACH;- OUTPATIENT AND RESIDENTIAL, MENTAL HEALTH, AND SUBSTANCE USE PROGRAMS FOR PEOPLE WITH A SERIOUS MENTAL ILLNESS; - COMMUNITY-BASED CASE MANAGEMENT, CARE COORDINATION, AND REFERRALS;- ENROLLMENT INTO BENEFITS AND ENTITLEMENTS;- NUTRITIONAL ASSESSMENT, COUNSELING, AND GROCERY CENTERS;- MEDICAL INTERPRETATION AND TRANSLATION SERVICES;- TRAINING AND TECHNICAL ASSISTANCE FOR SYSTEMS INTEGRATION AND BEST PRACTICES IN SERVING DUALLY DIAGNOSED POPULATIONS.

    Expenses $28,010,558 · Grants $2,662,063 · Revenue $12,894,915

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

Listed in Part VII

  • Evelyn Diaz

    PRESIDENT/CEO

    Total calculated
    $456,607
    From this org
    $0
    From related orgs
    $390,876
    Other
    $65,731
    Hours/week
    7.5 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,376 related
    Bonus
    $0
    Other
    $0 + $7,500 related
    Deferred
    $0 + $31,583 related
    Nontaxable benefits
    $0 + $34,148 related
    Filer's total
    $0 + $456,607 related

  • Melinda Earle

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rhyan Zweifler

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lizveth Mendez

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Elissa Bassler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alexander Blair

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Imri Brown

    DIRECTOR (AS OF 09/2022)

    Total calculated
    $0
    Hours/week
    1

  • Rosa Carrillo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deon Falcon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Nicole Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Khoa X Ho

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Erik McIntosh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julianne Migley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela Moss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joshua Rafsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monique Rucker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Munzoor Shaikh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Katherine Swift

    DIRECTOR (AS OF 04/2023)

    Total calculated
    $0
    Hours/week
    1

  • Jock Toles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Diane Wolf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maria Zacapa-Reaves

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elias Rosario

    CHIEF FIN/ADMIN OFFICER (THRU 02/23)

    Total calculated
    $314,121
    From this org
    $0
    From related orgs
    $274,568
    Other
    $39,553
    Hours/week
    10 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,068 related
    Bonus
    $0
    Other
    $0 + $7,500 related
    Deferred
    $0 + $28,812 related
    Nontaxable benefits
    $0 + $10,741 related
    Filer's total
    $0 + $314,121 related

  • Mary K Gilbert

    CHIEF BUSINESS OFFICER

    Total calculated
    $266,991
    From this org
    $235,858
    From related orgs
    $0
    Other
    $31,133
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,858
    Bonus
    $32,000
    Other
    $0
    Deferred
    $6,289
    Nontaxable benefits
    $24,844
    Filer's total
    $266,991

  • Edward B Stellon

    EXECUTIVE DIRECTOR (THRU 05/2023)

    Total calculated
    $235,866
    From this org
    $220,388
    From related orgs
    $0
    Other
    $15,478
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,888
    Bonus
    $5,000
    Other
    $7,500
    Deferred
    $13,776
    Nontaxable benefits
    $1,702
    Filer's total
    $235,866

  • Bruce Doblin

    SENIOR DIRECTOR HEALTH SERVICE

    Total calculated
    $254,038
    From this org
    $245,884
    From related orgs
    $0
    Other
    $8,154
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,384
    Bonus
    $24,500
    Other
    $0
    Deferred
    $6,542
    Nontaxable benefits
    $1,612
    Filer's total
    $254,038

  • Michael Dempsey

    PSYCHIATRIC PROVIDER

    Total calculated
    $203,783
    From this org
    $182,554
    From related orgs
    $0
    Other
    $21,229
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,554
    Bonus
    $0
    Other
    $0
    Deferred
    $5,462
    Nontaxable benefits
    $15,767
    Filer's total
    $203,783

  • Sherron Johnson-Boyd

    SENIOR DIR, QM PRACTICE IMPROV

    Total calculated
    $186,605
    From this org
    $149,985
    From related orgs
    $0
    Other
    $36,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,485
    Bonus
    $22,500
    Other
    $0
    Deferred
    $4,144
    Nontaxable benefits
    $32,476
    Filer's total
    $186,605

  • Lee Braam

    ORAL HEALTH DIRECTOR

    Total calculated
    $177,068
    From this org
    $140,201
    From related orgs
    $0
    Other
    $36,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,201
    Bonus
    $0
    Other
    $0
    Deferred
    $4,538
    Nontaxable benefits
    $32,329
    Filer's total
    $177,068

  • Joan Liautaud

    CHIEF CLINICAL OFFICER

    Total calculated
    $170,850
    From this org
    $147,797
    From related orgs
    $0
    Other
    $23,053
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,797
    Bonus
    $0
    Other
    $0
    Deferred
    $4,554
    Nontaxable benefits
    $18,499
    Filer's total
    $170,850

  • Caroline Thurlow

    PHYSICAN-OBG

    Total calculated
    $159,867
    From this org
    $138,164
    From related orgs
    $0
    Other
    $21,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,164
    Bonus
    $0
    Other
    $0
    Deferred
    $4,455
    Nontaxable benefits
    $17,248
    Filer's total
    $159,867

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
PRESIDENT/CEO COMPENSATION WAS DETERMINED BY THE RELATED ORGANIZATION, HEARTLAND ALLIANCE FOR HUMAN NEEDS AND HUMAN RIGHTS. THE FOLLOWING METHODS WERE USED: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 7
BONUSES LISTED IN PART II, COLUMN B(II) REFLECT NONFIXED PAYMENTS DEPENDENT ON THE INDIVIDUAL MEETING OUTCOME MILESTONES OR THE COMPLETION OF ADDITIONAL ASSIGNED TASKS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MAYFIELD LP

    N/A · LOW INC. HOUS · IL

  • NORTH AVENUE LP

    N/A · LOW INC. HOUS · IL

  • LELAND LP

    N/A · LOW INC. HOUS · IL

  • DREXEL JAZZ LP

    N/A · LOW INC. HOUS · IL

  • 1218 W HIGHLAND LLC

    N/A · LOW INC. HOUS · IL

  • FOND DU LAC APT LLC

    N/A · LOW INC. HOUS · IL

  • HOLLYWOOD HOUSE LP

    N/A · LOW INC. HOUS · IL

  • HIGHLAND MM LLC 26

    N/A · LOW INC. HOUS · IL

  • ROOSEVELT SQR I LP

    N/A · LOW INC. HOUS · IL

  • ROOSEVELT SQR II LP

    N/A · LOW INC. HOUS · IL

  • VICEROY HOTEL LP

    N/A · LOW INC. HOUS · IL

  • LATHROP COM PTR LLC

    N/A · LOW INC. HOUS · IL

  • HALSTED LP

    N/A · LOW INC. HOUS · IL

  • CENTER BUFFUM LLC

    N/A · LOW INC. HOUS · IL

  • RETHKE WA LLC

    N/A · LOW INC. HOUS · IL

  • DIVERSEY LP

    N/A · LOW INC. HOUS · IL

  • TREE LANE APTS LLC

    N/A · LOW INC. HOUS · IL

  • ST ANTHONY'S APTS

    N/A · LOW INC. HOUS · IL

  • WARREN ASHLAND LP

    N/A · LOW INC. HOUS · IL

  • 1715 N 37TH ST LLC

    N/A · LOW INC. HOUS · IL

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LELAND NEIGHBORHOOD DEVELOPMENT CORP

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • MAYFIELD NEIGHBORHOOD DEVELOPMENT CORP

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • DREXEL NEIGHBORHOOD DEVELOPMENT CORP

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • NORTH AVENUE NEIGHBORHOOD DEVELOPMT CORP

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • HEARTLAND ABLA RENTAL DEVELOPMENT CORP

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • HEARTLAND ALBA RENTAL II

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • HEARTLAND LATHROP LLC

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • HOLLYWOOD SHERIDAN NEIGHBORHOOD DEV CORP

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • VICEROY GP LLC

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • HALSTED GP LLC

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • DIVERSEY GP LLC

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

  • WARREN ASHLAND GP LLC

    C · LOW INC. HOUS · IL

    Directly controlled by HH INC

Provenance

Return type
form_990
Tax year
2022
Filed
4 February 2025
IRS schema version
2022v5.0
Source object
202500359349300115

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