Nonprofit · EIN 31-6041107
HEARTLAND HEALTH & WELLNESS FUND
Tax-exempt · DAYTON, OH 45414
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $347,847,935 | $351,526,392 | -$3,678,457 | $40,904,366 | $37,843,672 | $3,060,694 |
| December 31, 2023 | 990 | $330,278,227 | $335,703,432 | -$5,425,205 | $52,712,898 | $46,395,745 | $6,317,153 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $345,924,577
- Investment income
- $1,341,005
- Net gain from sales of assets
- -$1,882
- Other revenue
- $582,353
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $325,703,226
- Compensation of officers, directors and key employees
- $349,763
- Other salaries and wages
- $2,006,573
- Salaries, compensation and benefits (total)
- $2,645,110
- Professional fundraising fees
- $0
- Legal fees
- $1,155,891
- Occupancy
- $174,036
- Depreciation
- $66,486
Balance sheet and other
- Total assets, start of year
- $52,712,898
- Total assets, end of year
- $40,904,366
- Total liabilities, end of year
- $37,843,672
- Net assets, end of year
- $3,060,694
- Land, buildings and equipment
- $228,717
- Publicly traded securities
- $20,880,886
- Gross receipts
- $347,849,817
- Employees
- 51
- Volunteers
- 0
- Year formed
- 1957
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WENDELL YOUNG | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $423,601 | $0 |
| KEVIN GARVEY | TRUSTEE Trustee or director | 1 | $0 | $370,005 | $37,728 |
| BRYON O'NEAL | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $316,022 | $44,326 |
| DAN PEDERSEN | TRUSTEE Trustee or director | 1 | $0 | $326,368 | $32,338 |
| RANDY QUICKEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $288,176 | $41,723 |
| KATY GOZALKA | EMPLOYEE Highest-paid employee | 40 | $238,861 | $0 | $31,938 |
| BOB BLAIR | TRUSTEE Trustee or director | 1 | $0 | $247,392 | $0 |
| RICHARD MAINS JR | EMPLOYEE Highest-paid employee | 40 | $168,624 | $0 | $41,983 |
| WILLIAM MCMANUS | EMPLOYEE Highest-paid employee | 40 | $146,275 | $0 | $32,317 |
| ERIC MUELLER | EMPLOYEE Highest-paid employee | 40 | $107,081 | $0 | $39,521 |
| JERRY EVANS | ADMINISTRATOR (THRU 1/24) Officer | 40 | $66,973 | $0 | $9,713 |
| MARK FEDERICI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HENRY TAYLOR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TRACY BARTAK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB FRANCIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE YANCEY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID BLITZSTEIN | TRUSTEE Trustee or director | 1 | $0 |
| DON SATTLER | TRUSTEE Trustee or director | 1 | $0 |
| HEATHER GRAY | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
| JESSICA OFFENBACHER | TRUSTEE Trustee or director | 1 | $0 |
| RYLAN NORRIS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WENDELL YOUNG | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $388,513 | $0 |
| KEVIN GARVEY | TRUSTEE Trustee or director | 1 | $0 | $314,403 | $37,354 |
| DAN PEDERSEN | TRUSTEE Trustee or director | 1 | $0 | $291,923 | $44,060 |
| BRYON O'NEAL | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $283,982 | $43,983 |
| RANDY QUICKEL | CHAIRMAN Trustee or director, Officer | 1 | $0 | $276,625 | $27,186 |
| JERRY EVANS | ADMINISTRATOR Key employee | 40 | $227,320 | $0 | $31,179 |
| BOB BLAIR | TRUSTEE Trustee or director | 1 | $0 | $242,534 | $0 |
| KATY MACIK | EMPLOYEE Highest-paid employee | 40 | $204,472 | $0 | $30,890 |
| RICHARD MAINS JR | EMPLOYEE Highest-paid employee | 40 | $163,870 | $0 | $41,117 |
| WILLIAM MCMANUS | EMPLOYEE Highest-paid employee | 40 | $140,296 | $0 | $40,174 |
| MARK FEDERICI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HENRY TAYLOR | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TRACY BARTAK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROB FRANCIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE YANCEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID BLITZSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DON SATTLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER GRAY | ALTERNATE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA OFFENBACHER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7250 POE AVE STE 300, DAYTON, OH 45414-2645
- Principal officer (990 for 2024)
- BOB BLAIR, 7250 POE AVENUE 300, DAYTON, OH 45414
- Signed the 990
- BOB BLAIR, CHAIRPERSON
- Phone
- (937) 665-1900
- Return prepared by
- SIKICH LLC
Mission
TO PROVIDE FOR A UNIFORM HEALTH AND WELFARE PROGRAM FOR EMPLOYEES EMPLOYED UNDER CERTAIN COLLECTIVE BARGAINING AGREEMENTS.
Program accomplishments
- THE PLAN PROVIDES ACCIDENT, HEALTH, VISION, PRESCRIPTION, DENTAL, LIFE, AND DEATH BENEFITS TO ITS MEMBERS AND DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6041107
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E81Z)
- Assets (IRS master file)
- $40,904,366
- Income (IRS master file)
- $347,849,817
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $347,847,935 | $351,526,392 | $40,904,366 | XML |
| 990 | December 2023 | $330,278,227 | $335,703,432 | $52,712,898 | XML |
| 990 | December 2022 | $307,137,938 | $306,642,736 | $47,418,134 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-6041107).
Questions about HEARTLAND HEALTH & WELLNESS FUND
- What is the EIN of HEARTLAND HEALTH & WELLNESS FUND?
- The employer identification number (EIN) of HEARTLAND HEALTH & WELLNESS FUND is 31-6041107.
- Is HEARTLAND HEALTH & WELLNESS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1957.
- Are donations to HEARTLAND HEALTH & WELLNESS FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEARTLAND HEALTH & WELLNESS FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEARTLAND HEALTH & WELLNESS FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTLAND HEALTH & WELLNESS FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEARTLAND HEALTH & WELLNESS FUND?
- The 990 for the year ended December 31, 2024 names BOB BLAIR.
- Who are the officers and directors of HEARTLAND HEALTH & WELLNESS FUND?
- The 990 for the year ended December 31, 2024 lists 21 people; 5 received compensation from the organization.
- How much revenue does HEARTLAND HEALTH & WELLNESS FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $347,847,935, expenses of $351,526,392 and total assets of $40,904,366 at year end.
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