Skip to content
Nonprofiteer
← HEARTLAND HEALTH CARE FUND

Form 990 for tax year 2023

Filed by HEARTLAND HEALTH CARE FUND.

Totals

Total revenue
$31,231,313
Total expenses
$33,719,964
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$30,094,964
Investment income
$1,136,349
Other revenue
$0
Total assets, end of year
$48,125,701
Total liabilities, end of year
$185,169
Net assets or fund balances, end of year
$47,940,532
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $28,477,303 · related or exempt $28,477,303

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $1,617,661 · related or exempt $1,617,661

  • 3 · Investment income

    total $1,407,454 · excluded $1,407,454

  • 7a · Gross sales of assets other than inventory

    securities $6,408,874

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

    securities $6,679,979

  • 7c · Gain or loss

    securities -$271,105

  • 7d · Net gain or loss

    total -$271,105 · excluded -$271,105

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $32,400,559

  • 11a · Fees: management

    total $850,587

  • 11b · Fees: legal

    total $26,198

  • 11c · Fees: accounting

    total $122,155

  • 11f · Fees: investment management

    total $149,192

  • 11g · Fees: other

    total $96,758

  • 13 · Office expenses

    total $44,329

  • 19 · Conferences, conventions and meetings

    total $4,597

  • 23 · Insurance

    total $25,589

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,040,991 · end of year $363,901

  • 2 · Savings and temporary cash investments

    beginning of year $66,340 · end of year $81,868

  • 4 · Accounts receivable

    beginning of year $3,821,347 · end of year $2,714,686

  • 6 · Loans and receivables from disqualified persons

    beginning of year $93,474 · end of year $127,848

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $72,000

  • 11 · Investments: publicly traded securities

    beginning of year $23,753,173 · end of year $27,629,599

  • 12 · Investments: other securities

    beginning of year $17,573,589 · end of year $17,135,799

  • 17 · Accounts payable and accrued expenses

    beginning of year $125,827 · end of year $113,327

  • 19 · Deferred revenue

    beginning of year $134,107 · end of year $71,842

  • 25 · Other liabilities

    beginning of year $74,546 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $49,014,434 · end of year $47,940,532

Mission and programs · 2023

Mission

INSURED AND SELF-FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS.

Activities or mission (Part I)

INSURED AND SELF FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPARTMENTS.

  • INSURED AND SELF FUNDED WELFARE BENEFITS FOR APPROXIMATELY 1,842 UNION MEMBERS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Dan O'Connell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • David Argubright

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Pj Foley

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Greg Mulherin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Daniel Aussem

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • James Bark

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 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.

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.

  • GOLEY INSULATION OF IND

  • HERITAGE CONSTRUCTION

  • D & H ENERGY MANAGEMENT

  • KRAEMER NORTH AMERICA L

  • AIMS MECHANICAL LLC

  • AMEX NOOTER LLC

  • ALL PHASES CONSTRUCTION

  • A M KERNS CONSTRUCTION

  • EVERSOLE FLOORING LLC

  • BOSS CARPET ONE LLC

  • PRECISION MECHANICAL GR

  • TURBINE PROS LLC

  • ICON INDUSTRIAL SERVICE

  • ALLIED POWER SERVICES LLC

  • RUSSELL CONSTRUCTION

  • CORNERSTONE CONSTRUCTIO

  • HAYES SERVICES LLC

  • WEITZ INDUSTIAL LLC

  • BROWN CONSTRUCTION

  • PRIME CONTRUCTION SERVICES

  • PCI ROADS LLC

  • IPC LYDON LLC

  • GILLAN CONSTRUCTION LLC

  • NORMINN INDUSTRIAL LLC

  • MWB TURF SOLUTIONS LLC

Related corporations and trusts

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

  • 2K COMMERCIAL CONSTRUCT

  • A H C MECHANICAL SERVIC

  • ADJUSTABLE FORMS INC

  • ADVANCE MANUFACTURING C

  • ADVANTAGE INDUSTRIAL SYSTEMS

  • ALBERICI CONSTRUCTORS

  • ALDRIDGE ELECTRIC INC

  • ALLIED CONSTR SERV INC

  • ALLOY SPECIALTIES INC

  • AMERICAN RIGGING & MILL

  • ANDERSON COMMERCIAL CON

  • ANNING-JOHNSON COMPANY

  • ARCHITECTURAL FIXTURES

  • ATLANTIC PLANT MAINT IN

  • AUPPERLE WILLIAM & SONS

  • AUTOMATIC SYSTEMS INC

  • AXIS MECHANICAL GROUP

  • AZCO INC

  • B & B PREMIER CONSTRUCT

  • BABCOCK & WILCOX SOLAR

  • BENNETT CONSTRUCTION IN

  • BI STATE SEAMLESS GUTTE

  • BILFINGER INDUST SERVICES INC

  • BISHOP BROTHERS INC

  • BLACKHAWK FOUNDATIONS

  • BLAHNIK CONSTRUCTION CO

  • BOLDT OSCAR J CONSTRUCT

  • BRAND ENERGY SERVICES L

  • BRENNAN J F CO INC

  • BROCK INDUSTRIAL SERVICES

  • BUILDERS SALES AND SERV

  • BURKS DRY WALL

  • BUSH CONSTRUCTION CO IN

  • BUTLER DRYWALL & PAINT

  • CAD CONSTRUCTION & DESI

  • CALIBER CONSTRUCTION CO

  • CAMOSY INCORPORATED

  • CARPENTERS #4 TRAINING CENTER

  • CARPET WEAVERS COMMERCI

  • CASEWORK SYSTEMS INSTAL

  • CENTENNIAL CONTRACTOR

  • CENTRAL CEILING SYSTEMS

  • CENTRAL MILLWRIGHT SERV

  • CETWINSKI CONSTRUCTION

  • CHAMPION DRYWALL INC

  • CIVIL CONSTRUCTORS INC

  • COLLINS CONCRETE LTD

  • CONCRETE BY WAGNER INC

  • CONTROL INSTALLATIONS O

  • CORD CONSTRUCTION CO

  • COTTER TURBINE SERVICE

  • COUNTRYSIDE CARPETS & I

  • CPI OF THE MIDWEST

  • CRUZ CONCRETE

  • CULLEN J P & SON

  • CURNYN CONSTRUCTION CO

  • CURRY KEN CONSTR INC

  • 'D' CONSTRUCTION INC

  • DAVES FLOOR COVERINGS

  • DAY & ZIMMERMAN NPS INC

  • DICKS FLOOR COVERING

  • DOERFER FIELD SERVICES

  • DOORS INC

  • DUCO CONSTRUCTION

  • EDSTROMS COVERINGSINC

  • ESTES COMPANY

  • FINELINE INC

  • FLOORING SYSTEMS INC

  • FOSLER CONSTRUCTION

  • GAGNON CONST CO INC

  • GEHRKE CONSTRUCTIONINC

  • GENERAL CONSTRUCTORS IN

  • GENSINI EXCAVATING & TR

  • GILCO SCAFFOLDING

  • GIVSCO CONSTRUCTION COM

  • GOETZ CONCRETE CONSTR

  • GRAHAM CONSTRUCTION

  • GREGORY CONSTRUCTION

  • H & H BUILDERS INC

  • HARGRAVE BUILDERS INC

  • HAROLD O'SHEA BUILDERS

  • HEARTLAND FINISHES

  • HEIN CONSTRUCTION CO IN

  • HEITKOTTER INC

  • HERLIHY MID-CONTINENT C

  • HIBBARD PROJECT MANAGEM

  • HODGE CONST CO INC

  • HODGE CONSTRUCTION CO INC

  • HOELSCHER INTERIORS INC

  • HOERR P J INC

  • ICC COMMONWEALTH CORP

  • ICC GROUPINC

  • IDEAL COMMERCIAL INSTAL

  • ILLINOIS VALLEY MACHINE

  • ILLOWA MILLWRIGHT

  • INDIAN BLUFF SUPPLY INC

  • INSTALLATION CONCEPTS I

  • INSULATED PANEL COMPANY

  • IRVING CONSTRUCTION CO

  • JACK HALL CONSTRUCTION

  • JESSE JONES CONSTRUCTIO

  • JMI 2 MASONRY CONTRACTO

  • JT INDUSTRIAL SERVICES

  • JUST RITE ACOUSTICS

  • K B LOGUE CONTRACTING I

  • K T RICHARDS CONST CO I

  • KEELEY L CONSTRUCTION

  • KEEN CO

  • KENNETH F SULLIVAN CO

  • KEY CONTRACTING INC

  • KINETIC CONSTRUCTION

  • KNAPP CONCRETE CONT

  • KNIGHT FLOORING INC

  • KOJA CONSTRUCTION INC

  • KOOLMASTER CO INC

  • KRULL WINDOW COMPANY

  • KWCC INC

  • L & L FLOORCOVERING

  • L P W INC

  • LADZINSKI CEMENT FINISH

  • LARSON & LARSON BUILDER

  • LAVERDIERE CONSTRUCTION

  • LEANDER CONSTRUCTION IN

  • LIEBHART CONSTRUCTION I

  • LILJA MECHANICAL CONSTR

  • LITE CONSTRUCTION

  • M & M CONCRETE INC

  • MARKET & JOHNSON INC

  • MARTIN & COMPANY EXCAV

  • MARTIN CEMENT CO

  • MAS RIGGING

  • MAYOU D H ROOFING CO

  • MC CARTHY IMPROVEMENT C

  • MERIT CONSTRUCTION INC

  • MEYER C R & SONS CO

  • MID ILLINOIS PAINTING--

  • MIDWEST MILLWRIGHT SERVICES

  • MIDWEST SPORT AND TURF

  • MILLARD FRANK & COMPANY

  • MILLWRIGHT SERVICE INC

  • MIRON CONSTRUCTION CO I

  • MISSOURI FLOOR COMPANY

  • MORTENSON M A CO

  • MTE MILLER TRUCKING & E

  • NELSON CONSTR CONTRACTI

  • NEWELL MACHINERY CO INC

  • NICAM CONSTRUCTION

  • NORTHERN ILL WALL & CEI

  • NORTHWEST INSULATION

  • NORTHWEST STEEL ERECTIO

  • PARAMOUNT MILLWRIGHT SE

  • PARTINGTON BUILDING SER

  • PEORIA METRO CONSTRUCTI

  • PEPPER CONSTR CO

  • PERFORMANCE CONTRACTING

  • PETERSON BERTEL CO

  • PHOENIX CORPORATION

  • PILLAR CONSTRUCTION INC

  • PINTER GENERAL CONTRACT

  • POETTKER CONSTRUCTION C

  • PORTER BROTHERS ASPHALT

  • PORTZEN CONSTRUCTION

  • PRECISION BUILDERS

  • PREMIER CONSTRUCTION IN

  • PROSTAR SURFACES INC

  • QUAD CITY ACOUSTICAL CE

  • R T L CONSTRUCTION INC

  • RAFFIN CONSTRUCTION CO

  • RAVENSBERG INC

  • RAYNOR DOOR AUTH OF DE

  • RAYNOR DOOR CO INC

  • RECORD AUTOMATIC DOORS

  • RINGLAND JOHNSON INC

  • RIVER CITY CONSTRUCTION

  • RIVER VALLEY CONSTRUCTI

  • ROCKFORD CARPETLAND USA

  • ROCKWELL GROUP

  • RUIZ CONST SYSTEMS INC

  • RYAN & ASSOCIATES

  • RYAN COMPANIES US INC

  • SCANDROLI CONSTRUCTION

  • SCHMELING CONSTRUCTION

  • SCHOMBURG & SCHOMBURG C

  • SCURTO CEMENT CONSTRUCT

  • SEITHER & CHERRY COMPAN

  • SEITHER & CHERRY QUAD C

  • SHALESMCNUTT

  • SHEPARD CONSTRUCTION LLC

  • SIEMENS WESTINGHOUSE GE

  • SIGNATURE CRAFT

  • SJOSTROM & SONS

  • SLR RENEWABLES LLC

  • SMITH CA BUILDERS INC

  • SORENSEN SIGNATURE CRAF

  • SPELICH GENERAL CONTRAC

  • SPRINKMANN SONS CORP

  • STAINLESS SPECIALISTS I

  • STARK EXCAVATING INC

  • SUITABLE BUILDERS INC

  • SYSTEMS ENTERPRISE CORP

  • SZAREK LENNY INC

  • T C MODULAR CONSTRUCTIO

  • T J WIES CONTRACTING IN

  • THE HENLEY GROUP

  • THOMPSON BROTHERS INC

  • TIEMAN BUILDERS

  • TREIBER CONSTRUCTION CO

  • TRINIDAD CONSTRUCTION L

  • TSI COMMERICAL FLOOR

  • UNION FLOORING SERVICES

  • VALLEY CONST CO

  • VISSERING CONSTRUCTION

  • W SOULE & COMPANY

  • WALSH CONSTRUCTION CO O

  • WEAVER CONSTRUCTION INC

  • WENGER TRAFFIC CORPORAT

  • WHITE CONSTRUCTION INC

  • WHITTAKER EXCAVATING

  • WILLIAMS BROS CONST INC

  • WINGER MECHANICAL

  • WINTER CONSTRUCTION INC

  • WOODS CONSTRUCTION CO

  • WOZNIAK CONCRETE FINISH

  • WRIGHT-WAY INTERIOR SYSTEMS

Provenance

Return type
form_990
Tax year
2023
Filed
25 September 2024
IRS schema version
2023v5.1
Source object
202412699349300126

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

The source document this was parsed from is served over the API, which is where bulk and document access live.