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Nonprofiteer
← HEARTLAND FOUNDATION

Form 990 for tax year 2023

Filed by HEARTLAND FOUNDATION.

Totals

Total revenue
$7,691,816
Total expenses
$3,605,622
Contributions and grants received
$5,168,980
Grants paid
$706,460
Program service revenue
$0
Investment income
$2,436,307
Other revenue
$86,529
Total assets, end of year
$45,411,105
Total liabilities, end of year
$2,177,324
Net assets or fund balances, end of year
$43,233,781
Program services expenses (Part IX)
$2,782,727
Management and general expenses
$381,184
Fundraising expenses
$441,711
Program service expenses (Part III)
$2,782,727

Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • John M Poore

    Trustee/CEO

    Total calculated
    $1,176,830
    From this org
    $0
    From related orgs
    $1,136,919
    Other
    $39,911
    Hours/week
    1 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $995,932 related
    Bonus
    $0 + $135,653 related
    Other
    $0 + $5,334 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $26,711 related
    Filer's total
    $0 + $1,176,830 related

  • Andrea Robinson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Richmond

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Kennedy PHD

    Trustee

    Total calculated
    $2,500
    From this org
    $0
    From related orgs
    $2,500
    Other
    $0
    Hours/week
    1 + 2 related

  • Emily Hilsabeck

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Fiona Sansone

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeanne Daffron PHD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeni Doolittle

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jerry McMillen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jody Carlson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Julie Korell

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kailey Smith

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Kate Tucker

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lee Tieman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Lenny Klaver ED D

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Linda Smith PHD

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Matt Staley

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michelle Clark

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Randy Roth

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rocky Massin

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Todd Joe

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Davin Turner DO

    Secretary

    Total calculated
    $688,661
    From this org
    $0
    From related orgs
    $645,499
    Other
    $43,162
    Hours/week
    1 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $594,549 related
    Bonus
    $0 + $45,616 related
    Other
    $0 + $5,334 related
    Deferred
    $0 + $12,413 related
    Nontaxable benefits
    $0 + $30,749 related
    Filer's total
    $0 + $688,661 related

  • Drew Keesbury

    CFO/Treasurer

    Total calculated
    $476,604
    From this org
    $0
    From related orgs
    $459,172
    Other
    $17,432
    Hours/week
    1 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,072 related
    Bonus
    $0 + $13,200 related
    Other
    $0 + $900 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,432 related
    Filer's total
    $0 + $476,604 related

  • Hannah O'Byrne

    Assistant Secretary

    Total calculated
    $78,960
    From this org
    $47,129
    From related orgs
    $0
    Other
    $31,831
    Hours/week
    40

  • Julie Gaddie PHD

    President

    Total calculated
    $332,479
    From this org
    $277,514
    From related orgs
    $0
    Other
    $54,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,995
    Bonus
    $43,531
    Other
    $2,988
    Deferred
    $34,703
    Nontaxable benefits
    $20,262
    Filer's total
    $332,479

  • Christina Lund

    Director of Foundation Regional Relations

    Total calculated
    $148,025
    From this org
    $134,010
    From related orgs
    $0
    Other
    $14,015
    Hours/week
    40

  • Devran R Brower

    Director of Program Operations Foundation

    Total calculated
    $137,122
    From this org
    $102,015
    From related orgs
    $0
    Other
    $35,107
    Hours/week
    40

  • Mark Laney MD

    Former Trustee/CEO

    Total calculated
    $1,061,154
    From this org
    $0
    From related orgs
    $1,061,154
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,061,154 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,061,154 related

  • Michael Pulido

    Former Secretary

    Total calculated
    $611,076
    From this org
    $0
    From related orgs
    $590,338
    Other
    $20,738
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $590,338 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,738 related
    Filer's total
    $0 + $611,076 related

  • Thomas Bieterman

    Former CFO/Treasurer

    Total calculated
    $198,677
    From this org
    $0
    From related orgs
    $185,860
    Other
    $12,817
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $185,573 related
    Bonus
    $0 + $287 related
    Other
    $0
    Deferred
    $0 + $2,890 related
    Nontaxable benefits
    $0 + $9,927 related
    Filer's total
    $0 + $198,677 related

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COMPENSATION IS ESTABLISHED BY MOSAIC HEALTH SYSTEM, A RELATED TAX-EXEMPT ORGANIZATION USING THE FOLLOWING: 1. COMPENSATION COMMITTEE 2. INDEPENDENT COMPENSATION CONSULTANT 3. COMPENSATION SURVEY OR STUDY 4. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4a Severance or change-of-control payment
Mosaic Health System, a related Tax-Exempt organization, paid Samuel Mark Laney, CEO, severance payments during calendar year 2023. This is reported on Form 990, Part VII and Schedule J, Part II as other reportable compensation. Mosaic Health System, a related tax-exempt organization, paid Michael Pulido, COO, severance payments during calendar year 2023. This is reported on Form 990, Part VII and Schedule J, Part II as other reportable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
JULIE GADDIE - VESTED $25,525; ACCRUED $23,689 JOHN M POORE - VESTED $0; ACCRUED $200,000 MICHAEL RINARD - VESTED $0; ACCRUED $31,360 DAVIN TURNER - VESTED $0; ACCRUED $84,000 THOSE LISTED ABOVE HAVE SIGNED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH RECOGNIZES THE VALUE OF THE INDIVIDUAL AND THE MUTUAL BENEFIT OF CONTINUED EMPLOYMENT FOR AN EXTENDED PERIOD OF TIME BY ESTABLISHING A 457F PLAN. THE FOLLOWING ARE THE GENERAL STIPULATIONS OF THE AGREEMENT: 1. THE PLAN IS FUNDED YEARLY AS THE RESULT OF A CALCULATION DESCRIBED IN THE AGREEMENT, WHICH WILL REWARD THE INDIVIDUAL WITH 100% VESTING BASED ON A 5-YEAR CLIFF VESTING SCHEDULE. 2. FOR SERP PARTICIPANTS PRIOR TO 2019, DISTRIBUTION WILL OCCUR UPON DEATH OR UPON SEPARATION FROM SERVICE DUE TO DISABILITY OR UPON INVOLUNTARY SEPARATION FROM SERVICE WITHOUT CAUSE. THEN A LUMP SUM PAYMENT WILL BE DISBURSED WITHIN 90 DAYS OF EACH SITUATION TAKING INTO CONSIDERATION A NON-COMPETE COVENANT. 3. FOR SERP PARTICIPANTES AFTER 2019, DISTRIBUTION WILL OCCUR UPON DEATH OR UPON SEPARATION FROM SERVICE DUE TO DISABILITY OR UPON INVOLUNTARY SEPARATION FROM SERVICE WITHOUT CAUSE. THEN A LUMP SUM PAYMENT DISTRIBUTES WITHIN 60 DAYS AND DOESN'T TAKE INTO ACCOUNT NONCOMPETE COVENANT. 4. SEPARATION WITH CAUSE MAKES THE SUPPLEMENTAL EXECUTIVE RETIREMENT AGREEMENT NULL AND VOID.

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

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202511329349302226

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