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Nonprofiteer
← HEARTLAND FORWARD

Form 990 for tax year 2023

Filed by HEARTLAND FORWARD.

Totals

Total revenue
$15,261,912
Total expenses
$10,868,770
Contributions and grants received
$15,261,075
Grants paid
$351,045
Program service revenue
$0
Investment income
$837
Other revenue
$0
Total assets, end of year
$7,184,313
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,184,313
Program services expenses (Part IX)
$9,165,350
Management and general expenses
$1,703,420
Fundraising expenses
$0
Program service expenses (Part III)
$9,165,350

Program services were 84.3% 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.

  • 1d · Related organizations

    $5,910,255

  • 1e · Government grants (contributions)

    $1,128,268

  • 1f · All other contributions, gifts and grants

    $8,222,552

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $837 · excluded $837

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $351,045 · program services $351,045

  • 11a · Fees: management

    total $2,388,726 · program services $1,074,927 · management and general $1,313,799

  • 11b · Fees: legal

    total $65,015 · program services $39,009 · management and general $26,006

  • 11c · Fees: accounting

    total $50,359 · program services $35,251 · management and general $15,108

  • 11g · Fees: other

    total $5,883,014 · program services $5,836,613 · management and general $46,401 · fundraising $0

  • 12 · Advertising and promotion

    total $6,946 · program services $4,862 · management and general $2,084

  • 13 · Office expenses

    total $10,735 · program services $2,147 · management and general $8,588

  • 14 · Information technology

    total $1,685 · management and general $1,685

  • 16 · Occupancy

    total $76,233 · management and general $76,233

  • 17 · Travel

    total $238,696 · program services $167,087 · management and general $71,609

  • 19 · Conferences, conventions and meetings

    total $1,422,043 · program services $1,422,043

  • 24a · Other expenses: Dues and Subscriptions

    total $291,583 · program services $189,529 · management and general $102,054

  • 24b · Other expenses: Stakeholder Engagement

    total $31,468 · program services $25,174 · management and general $6,294

  • 24c · Other expenses: Professional Development

    total $24,497 · program services $6,124 · management and general $18,373

  • 24d · Other expenses: Employee Education

    total $10,500 · management and general $10,500

  • 24e · All other expenses

    total $16,225 · program services $11,539 · management and general $4,686 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,751,141 · end of year $7,143,446

  • 2 · Savings and temporary cash investments

    beginning of year $40,030 · end of year $40,867

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,009,237 · end of year $3,341,708

  • 28 · Net assets with donor restrictions

    beginning of year $781,934 · end of year $3,842,605

Mission and programs · 2023

Mission

TO IMPROVE THE ECONOMIC PERFORMANCE IN THE CENTER OF THE U.S BY ADVOCATING FOR FACT-BASED SOLUTIONS TO FOSTER JOB CREATION, KNOWLEDGE-BASED AND INCLUSIVE GROWTH, AND IMPROVED HEALTH OUTCOMES.

  • TO IMPROVE THE ECONOMIC PERFORMANCE IN THE CENTER OF THE U.S BY ADVOCATING FOR FACT-BASED SOLUTIONS TO FOSTER JOB CREATION, KNOWLEDGE-BASED AND INCLUSIVE GROWTH, AND IMPROVED HEALTH OUTCOMES.

    Expenses $9,165,350 · Grants $351,045

As filed on the 2023 return.

Listed in Part VII

  • Buddy D Philpot

    Director, Secretary

    Total calculated
    $0
    Hours/week
    2 + 31 related

  • Michael D Malone

    BOARD DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Ross Devol

    BOARD DIRECTOR; PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Olivia Walton

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Angie Cooper

    CHIEF PROGRAM OFFICER (FROM 11/30/2023)

    Total calculated
    $0
    Hours/week
    35 + 5 related

  • Blake Woolsey

    CHIEF COMMUNICATIONS AND DEVELOPMENT (From 11/30/2023)

    Total calculated
    $0
    Hours/week
    40

  • Dave Shideler

    CHIEF RESEARCH OFFICER (FROM 11/30/2023)

    Total calculated
    $0
    Hours/week
    40

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Heartland Summit II

    Support for the Heartland Summit · AR · income $2,041,254 · assets $642,783

    Directly controlled by Heartland Forward

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413179349308701

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