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Nonprofit · EIN 36-3642952

HEARTLAND HOUSING INC

Tax-exempt · MADISON, WI 53717

Financials

$2.5M$3.2M2022$0$02023$0$02024
Revenue Expenses · by fiscal year end
Financials of HEARTLAND HOUSING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$0$0$0$388,317$74,485,618-$74,097,301
June 30, 2024990$0$0$0$0$74,485,618-$74,485,618
June 30, 2023990$2,522,693$3,224,112-$701,419-$9,704,339$84,611,655-$94,315,994
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$388,317
Total liabilities, end of year
$74,485,618
Net assets, end of year
-$74,097,301
Net assets without donor restrictions
-$74,097,301
Gross receipts
$0
Employees
0
Volunteers
3
Year formed
1989
State of legal domicile
IL

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DANIEL LEZOTTEBOARD CHAIR
Trustee or director, Officer
1$0
JOHN MARTINSECRETARY (PART YEAR)
Trustee or director, Officer
1$0
PAUL WILKOWSKIDIRECTOR (PART YEAR)
Trustee or director
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Evelyn DiazPresident/CEO (part year)
Officer
5$0$270,774$64,935
Julia GetzelsGeneral Counsel/Secretary (part year)
Trustee or director, Officer
10$0$236,116$61,172
Don LaackmanInterim President / CEO (part year)
Trustee or director, Officer
10$0$248,702$44,696
David WellsDeputy Chief Admin Officer (part year)
Trustee or director, Officer
10$0$207,169$33,609
Dan LezotteBoard Chair
Trustee or director, Officer
1$0$0$0
John MartinSecretary
Trustee or director, Officer
1$0$0$0
Paul WilkowskiDirector
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
EVELYN DIAZPRESIDENT/CEO
Officer
7.5$0$390,876$65,731
ELIAS ROSARIO THRU 022023CHIEF FIN/ADMIN OFCR/TREASURER
Trustee or director, Officer
10$0$274,568$39,553
JULIA GETZELSGENERAL COUNSEL/SECRETARY
Trustee or director, Officer
10$0$237,328$47,708
EARL CHASEEXECUTIVE DIRECTOR (THRU 05/2023)
Officer
37$200,441$0$18,607
MARK KRUSESR DIR, REAL ESTATE DVLPMT
Highest-paid employee
40$133,540$0$28,504
JAMES BREYMAIERCHIEF OPERATING OFFICER
Officer
40$47,069$0$1,254
DANIEL LEZOTTEDIRECTOR
Trustee or director
1$0$0$0
JENNIFER FARONDIRECTOR (THRU 04/2023)
Trustee or director
1$0$0$0
KYLE PETERSONDIRECTOR (THRU 04/2023)
Trustee or director
1$0$0$0
MARY ROSENBERGDIRECTOR (THRU 03/2023)
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
8020 EXCELSIOR DR STE 401, MADISON, WI 53717-1998
In care of
% DANISH MOHAMMED
Principal officer (990 for 2024)
DAN LEZOTTE, 8020 EXCELSIOR DR 401, MADISON, WI 53717
Signed the 990
DAN LEZOTTE, BOARD CHAIR
Phone
(872) 365-4343
Return prepared by
CRI CAPIN CROUSE ADVISORS LLC

Mission

(SEE SCHEDULE O)HEARTLAND HOUSING IS A COMMUNITY HOUSING DEVELOPMENT ORGANIZATION WHICH FACILITATES THE DEVELOPMENT OF PEOPLE THROUGH THE PRESERVATION AND CREATION OF AFFORDABLE AND SUPPORTIVE HOUSING WITH THE PRIORITY OF MEETING THE NEEDS OF HOMELESS PERSONS AND FAMILIES, VERY LOW INCOME INDIVIDUALS AND PERSONS WITH CHRONIC DISABILITIES. THE ORGANIZATION WAS IN RECEIVERSHIP SINCE FISCAL YEAR 2024 AND IS NO LONGER ENGAGED IN THE DAY TO DAY OPERATIONS AND MANAGEMENT OF THE HOUSING PROPERTIES.

990 for the year ended June 30, 2025

Program accomplishments

  • HEARTLAND HOUSING, INC. WAS CREATED AS A NON-PROFIT 501(C)(3) AFFORDABLE HOUSING DEVELOPER IN 1989. HEARTLAND OWNED MEMBERSHIP INTERESTS IN MULTIPLE LLCS. THOSE LLCS MANAGED 1,279 AFFORDABLE HOUSING UNITS IN THE CITY OF CHICAGO, MADISON, WISCONSIN, AND PARTS OF MILWAUKEE.ALL OF THE PROPERTIES WERE PLACED INTO RECEIVERSHIPS AS OF MAY/JUNE 2023. AS A RESULT OF THE RECEIVERSHIPS, THE LLCS OWNED AND CONTROLLED BY HEARTLAND HOUSING, INC. WERE NO LONGER ENGAGED IN THE DAY TO DAY OPERATIONS OR MANAGEMENT OF THE PROPERTIES AND DO NOT HAVE CONTROL OR POSSESSION OF THE PROPERTIES. (CONTINUED ON SCHEDULE O).HEARTLAND HOUSING COOPERATED WITH THE RECEIVERS AND OTHER INTERESTED PARTIES TO TRANSFER OWNERSHIP OF ALL PROPERTIES THROUGH DECEMBER 31, 2025. ON OCTOBER 25, 2024, HEARTLAND HOUSING, INC. GAVE AN ASSIGNMENT FOR THE BENEFIT OF CREDITORS TO HEARTLAND ABC, A SERIES LLC, AND ON MAY 23, 2025, HEARTLAND ABC, A SERIES LLC TRANSFERRED THE TRUST AND ASSIGNMENT TO KALI RESOLUTION PARTNERS LLC.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
36-3642952
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1997
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$388,317

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$0$0$388,317IRS
990June 2024$0$0$0XML
990June 2023$2,522,693$3,224,112-$9,704,339XML
990June 2022$4,305,004$3,457,500$62,964,341IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 36-3642952).

Questions about HEARTLAND HOUSING INC

What is the EIN of HEARTLAND HOUSING INC?
The employer identification number (EIN) of HEARTLAND HOUSING INC is 36-3642952.
Is HEARTLAND HOUSING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to HEARTLAND HOUSING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEARTLAND HOUSING INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of HEARTLAND HOUSING INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEARTLAND HOUSING INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of HEARTLAND HOUSING INC?
The 990 for the year ended June 30, 2025 names DAN LEZOTTE.
Who are the officers and directors of HEARTLAND HOUSING INC?
The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HEARTLAND HOUSING INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $0, expenses of $0 and total assets of $388,317 at year end.

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