HEARTLAND UNITED WAY INC

EIN: 470469492 501(c)(3) Philanthropy & Grantmaking

GRAND ISLAND, NE

Total Revenue
$2,032,248
Total Expenses
$2,019,936
Total Assets
$5,236,601
Net Assets
$2,516,362
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1947
Legal Domicile
NE
Principal Officer
KAREN RATHKE
Phone
3083822675
Tax Period
2025-01-01 to 2025-12-31

HEARTLAND UNITED WAY INC, founded in 1947, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.0M in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year.

Mission

TO IMPROVE PEOPLE'S LIVES AND CREATE POSSIBILITIES IN HALL, HAMILTON, HOWARD & MERRICK COUNTIES. HEARTLAND UNITED WAY BRINGS TOGETHER DIVERSE COMMUNITY STAKEHOLDERS, PARTNERS, AND CONTRIBUTORS TO CHANGE COMMUNITY CONDITIONS TO IMPROVE PEOPLE'S LIVES.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,823,833
Program Service Revenue $0
Investment Income $196,393
Other Revenue $12,022
TOTAL REVENUE $2,032,248

Expense Breakdown

Grants Paid $1,383,294
Salaries & Benefits $447,905
Fundraising Expenses $143,102
Program Expenses $1,808,185
Other Expenses $188,737
TOTAL EXPENSES $2,019,936

Year-over-Year Comparison

2025 2024 Change
Revenue $2,032,248 $2,258,415 -0.1%
Expenses $2,019,936 $2,006,102 +0.0%
Net Income $12,312 $252,313 -1.0%
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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Governance

Voting Members
25
Independent Members
25
Employees
6
Volunteers
954

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
3
$0
Total Directors
25
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LISA ALBERS BOARD MEMBER 1.00
Director
$0 $0 $0
SANDRA BARRERA BOARD MEMBER 1.00
Director
$0 $0 $0
KENT BROWN BD CHAIR 1.00
Officer Director
$0 $0 $0
JESSICA CAMPOS BOARD MEMBER 1.00
Director
$0 $0 $0
NATALIA DEL CID BOARD MEMBER 1.00
Director
$0 $0 $0
SARAH COVER BOARD MEMBER 1.00
Director
$0 $0 $0
MIRTA DELGADO BOARD MEMBER 1.00
Director
$0 $0 $0
CHIEF KEVIN DENNEY BOARD MEMBER 1.00
Director
$0 $0 $0
AJ FRUCHTL TREASURER 1.00
Officer Director
$0 $0 $0
JEREMY GILLAM BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT GRAFTON BOARD MEMBER 1.00
Director
$0 $0 $0
BRENT GRUMMERT BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN HAND BOARD MEMBER 1.00
Director
$0 $0 $0
BRANDON HOTOVY BOARD MEMBER 1.00
Director
$0 $0 $0
TODD JACOBSON BOARD MEMBER 1.00
Director
$0 $0 $0
EMILY JASNOWSKI BOARD MEMBER 1.00
Director
$0 $0 $0
MORGANNE MANIVONG BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE MORROW BOARD MEMBER 1.00
Director
$0 $0 $0
SHERRI O'CALLAGHAN BOARD MEMBER 1.00
Director
$0 $0 $0
KEVIN OTTMAN BOARD MEMBER 1.00
Director
$0 $0 $0
JIM PIRNIE BOARD MEMBER 1.00
Director
$0 $0 $0
ANGELA SIMDORN 2ND CHAIR 1.00
Officer Director
$0 $0 $0
SUMMER STEPHENS BOARD MEMBER 1.00
Director
$0 $0 $0
NEIL WARDYN BOARD MEMBER 1.00
Director
$0 $0 $0
JULIET WRIGHT BOARD MEMBER 1.00
Director
$0 $0 $0
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
2025 $2,032,248 $2,019,936 $5,236,601 $12,312
2024 $2,258,415 $2,006,102 $5,014,309 $252,313
2023 $1,936,116 $1,944,472 $4,489,990 $-8,356
2022 $2,045,943 $2,033,577 $3,891,275 $12,366
2021 $2,297,475 $2,165,210 $3,974,431 $132,265
2020 $2,415,099 $2,352,029 $3,790,489 $63,070
2019 $3,183,672 $2,723,618 $3,575,587 $460,054
2018 $2,115,778 $2,118,396 $2,944,630 $-2,618
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