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Nonprofiteer
← HEARTLAND UNITED WAY INC

Form 990 for tax year 2025

Filed by HEARTLAND UNITED WAY INC.

Totals

Total revenue
$2,032,248
Total expenses
$2,019,936
Contributions and grants received
$1,823,833
Grants paid
$1,383,294
Program service revenue
$0
Investment income
$196,393
Other revenue
$12,022
Total assets, end of year
$5,236,601
Total liabilities, end of year
$2,720,239
Net assets or fund balances, end of year
$2,516,362
Program services expenses (Part IX)
$1,808,185
Management and general expenses
$68,649
Fundraising expenses
$143,102
Program service expenses (Part III)
$1,808,185

Program services were 89.5% 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.

  • 1f · All other contributions, gifts and grants

    $1,823,833

  • 3 · Investment income

    total $188,147 · excluded $188,147

  • 7a · Gross sales of assets other than inventory

    securities $14,841

  • 7b · Less cost or other basis and sales expenses

    securities $6,595

  • 7c · Gain or loss

    securities $8,246

  • 7d · Net gain or loss

    total $8,246 · related or exempt $8,246

  • 11a · Other revenue: INSURANCE PROCEEDS

    total $9,514 · excluded $9,514

  • 11b · Other revenue: ADMIN FEES

    total $2,508 · excluded $2,508

  • 11e · Other revenue, total

    $12,022

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,383,294 · program services $1,383,294

  • 5 · Compensation of officers, directors and key employees

    total $202,770 · program services $154,105 · management and general $16,222 · fundraising $32,443

  • 7 · Other salaries and wages

    total $165,822 · program services $126,025 · management and general $13,265 · fundraising $26,532

  • 9 · Other employee benefits

    total $52,313 · program services $39,758 · management and general $4,185 · fundraising $8,370

  • 10 · Payroll taxes

    total $27,000 · program services $20,520 · management and general $2,160 · fundraising $4,320

  • 11c · Fees: accounting

    total $7,025 · program services $4,917 · management and general $703 · fundraising $1,405

  • 11f · Fees: investment management

    total $271 · management and general $271

  • 11g · Fees: other

    total $20,665 · program services $14,465 · management and general $2,067 · fundraising $4,133

  • 13 · Office expenses

    total $11,862 · program services $6,666 · management and general $2,374 · fundraising $2,822

  • 16 · Occupancy

    total $23,545 · program services $14,598 · management and general $4,238 · fundraising $4,709

  • 17 · Travel

    total $2,809 · program services $1,770 · management and general $337 · fundraising $702

  • 19 · Conferences, conventions and meetings

    total $10,221 · program services $5,724 · management and general $2,044 · fundraising $2,453

  • 21 · Payments to affiliates

    total $22,264 · program services $9,796 · management and general $5,566 · fundraising $6,902

  • 22 · Depreciation, depletion and amortization

    total $15,588 · program services $3,897 · management and general $11,691

  • 23 · Insurance

    total $9,359 · program services $6,083 · management and general $1,404 · fundraising $1,872

  • 24a · Other expenses: CAMPAIGN SUPPLIES

    total $44,991 · program services $2,498 · fundraising $42,493

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $8,920 · program services $5,620 · management and general $892 · fundraising $2,408

  • 24c · Other expenses: TELEPHONE

    total $6,151 · program services $3,383 · management and general $1,230 · fundraising $1,538

  • 24d · Other expenses: VOLUNTEER/MARKETING

    total $5,066 · program services $5,066

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $106,235 · end of year $139,267

  • 2 · Savings and temporary cash investments

    beginning of year $2,007,472 · end of year $1,984,239

  • 3 · Pledges and grants receivable

    beginning of year $957,403 · end of year $930,865

  • 9 · Prepaid expenses and deferred charges

    beginning of year $78,643 · end of year $76,016

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

    $201,063

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

    $128,600

  • 10c · Land, buildings and equipment, net

    beginning of year $52,091 · end of year $72,463

  • 11 · Investments: publicly traded securities

    beginning of year $1,572,556 · end of year $1,810,346

  • 15 · Other assets

    beginning of year $239,909 · end of year $223,405

  • 17 · Accounts payable and accrued expenses

    beginning of year $84,653 · end of year $82,597

  • 25 · Other liabilities

    beginning of year $2,533,187 · end of year $2,637,642

  • 27 · Net assets without donor restrictions

    beginning of year $2,072,086 · end of year $2,194,624

  • 28 · Net assets with donor restrictions

    beginning of year $324,383 · end of year $321,738

Mission and programs · 2025

Mission

TO IMPROVE PEOPLE'S LIVES AND CREATE POSSIBILITIES IN HALL, HAMILTON, HOWARD & MERRICK COUNTIES. HEARTLAND UNITED WAY BRINGS TOGETHER DIVERSE COMMUNITY STAKEHOLDERS, PARTNERS, AND CONTRIBUTORS TO CHANGE COMMUNITY CONDITIONS TO IMPROVE PEOPLE'S LIVES.

  • SEE ATTACHMENT.

    Expenses $1,808,185 · Grants $1,383,294

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LISA ALBERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDRA BARRERA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KENT BROWN

    BD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JESSICA CAMPOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NATALIA DEL CID

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH COVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIRTA DELGADO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHIEF KEVIN DENNEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AJ FRUCHTL

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JEREMY GILLAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SCOTT GRAFTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRENT GRUMMERT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RYAN HAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRANDON HOTOVY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TODD JACOBSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EMILY JASNOWSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MORGANNE MANIVONG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE MORROW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHERRI O'CALLAGHAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KEVIN OTTMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JIM PIRNIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANGELA SIMDORN

    2ND CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SUMMER STEPHENS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NEIL WARDYN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JULIET WRIGHT

    BOARD MEMBER

    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
25 March 2026
IRS schema version
2025v4.0
Source object
202640989349301609

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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