HEARTLAND HEALTH & WELLNESS FUND

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

BOB BLAIR

Phone

9376651900

Tax Period

2024-01-01 to 2024-12-31

HEARTLAND HEALTH & WELLNESS FUND, founded in 1957, is a major nonprofit in the Health Care sector that reported $347.8M in total revenue in fiscal year 2024.

Mission

TO PROVIDE FOR A UNIFORM HEALTH AND WELFARE PROGRAM FOR EMPLOYEES EMPLOYED UNDER CERTAIN COLLECTIVE BARGAINING AGREEMENTS.

Program Service Accomplishments

Program 1

THE PLAN PROVIDES ACCIDENT, HEALTH, VISION, PRESCRIPTION, DENTAL, LIFE, AND DEATH BENEFITS TO ITS MEMBERS AND DEPENDENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $345,924,577

Investment Income $1,341,005

Other Revenue $582,353

TOTAL REVENUE $347,847,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,645,110

Fundraising Expenses $0

Other Expenses $23,178,056

TOTAL EXPENSES $351,526,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$347,847,935	$330,278,227	+0.1%
Expenses	$351,526,392	$335,703,432	+0.0%
Net Income	$-3,678,457	$-5,425,205	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$406,585

Total Directors

$2,127,679

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN GARVEY	TRUSTEE	1.00	Director	$0	$37,728	$407,733
BRYON O'NEAL	ALTERNATE TRUSTEE	1.00	Director	$0	$44,326	$360,348
RANDY QUICKEL	CHAIRMAN	1.00	Officer Director	$0	$41,723	$329,899
MARK FEDERICI	TRUSTEE	1.00	Director	$0	$0	$0
HENRY TAYLOR	SECRETARY	1.00	Officer Director	$0	$0	$0
TRACY BARTAK	TRUSTEE	1.00	Director	$0	$0	$0
ROB FRANCIN	TRUSTEE	1.00	Director	$0	$0	$0
STEVE YANCEY	TRUSTEE	1.00	Director	$0	$0	$0
BOB BLAIR	TRUSTEE	1.00	Director	$0	$0	$247,392
DAN PEDERSEN	TRUSTEE	1.00	Director	$0	$32,338	$358,706
DAVID BLITZSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
DON SATTLER	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER GRAY	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$0
WENDELL YOUNG	ALTERNATE TRUSTEE	1.00	Director	$0	$0	$423,601
JESSICA OFFENBACHER	TRUSTEE	1.00	Director	$0	$0	$0
RYLAN NORRIS	TRUSTEE	1.00	Director	$0	$0	$0
JERRY EVANS	ADMINISTRATOR (THRU 1/24)	40.00	Officer	$66,973	$9,713	$76,686
RICHARD MAINS JR	EMPLOYEE	40.00	Highest	$168,624	$41,983	$210,607
KATY GOZALKA	EMPLOYEE	40.00	Highest	$238,861	$31,938	$270,799
WILLIAM MCMANUS	EMPLOYEE	40.00	Highest	$146,275	$32,317	$178,592
ERIC MUELLER	EMPLOYEE	40.00	Highest	$107,081	$39,521	$146,602

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$347,847,935	$351,526,392	$40,904,366	$-3,678,457
2023	$330,278,227	$335,703,432	$52,712,898	$-5,425,205
2022	$307,137,938	$306,642,736	$47,418,134	$495,202
2021	$275,055,970	$288,100,428	$48,145,303	$-13,044,458
2020	$234,185,508	$236,397,319	$39,238,218	$-2,211,811
2019	$192,989,870	$210,022,508	$33,236,475	$-17,032,638
2018	$172,066,451	$186,006,443	$28,481,422	$-13,939,992