Heartland Health & Wellness Fund
Dayton, OH 45414 · IRS data through FY2024
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2024 | $347,847,935 | $351,526,392 | $3,060,694 |
| FY2023 | $330,278,227 | $335,703,432 | $6,317,153 |
| FY2022 | $307,137,938 | $306,642,736 | $11,420,805 |
| FY2021 | $275,055,970 | $288,100,428 | $2,505,496 |
| FY2020 | $234,185,508 | $236,397,319 | -$159,727 |
| FY2019 | $192,989,870 | $210,022,508 | $1,787,794 |
| FY2018 | $172,066,451 | $186,006,443 | $5,684,992 |
| FY2017 | $160,148,373 | $159,793,856 | $19,917,864 |
| FY2016 | $153,512,750 | $158,023,680 | $19,351,255 |
| FY2015 | $140,280,991 | $148,924,644 | $20,247,857 |
| FY2014 | $107,578,934 | $134,601,225 | $29,346,228 |
| FY2013 | $113,443,249 | $113,765,602 | $54,062,392 |
| FY2012 | $109,057,164 | $107,831,825 | $55,264,198 |
| FY2011 | $99,920,831 | $98,742,612 | $49,044,112 |
Form 990 filings
The returns filed by Heartland Health & Wellness Fund (EIN 31-6041107), including Form 990 PDFs and e-file data by year, are available in ProPublica's Nonprofit Explorer. The figures on this page come from IRS data files built from those returns.
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $0 | 0% |
| Program service revenue | $345,924,577 | 99% |
| Other revenue | $1,923,358 | 1% |
What the numbers show
- Program service revenue made up 99% of total revenue in FY2024.
- Net assets covered about 0.1 months of expenses at the end of the reporting year. That puts it in the 8th percentile among 689 Health Care organizations in OH.
- Total revenue was higher than 95.5% of 707 Health Care organizations in OH.
- Total revenue rose from $99,920,831 in FY2011 to $347,847,935 in FY2024. Revenue increased in 12 and decreased in 1 of 13 year-over-year comparisons.
- Expenses exceeded revenue in 10 of 14 reported years (FY2013, FY2014, FY2015, FY2016, FY2018, FY2019, FY2020, FY2021, FY2023, FY2024).
- Net assets declined from $49,044,112 to $3,060,694 between FY2011 and FY2024.
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
THE PLAN PROVIDES MEDICAL, DENTAL, AND LIFE BENEFITS TO ITS MEMBERS AND DEPENDENTS.
IRS status
| Ruling year | 1957 |
| Subsection | 501(c)(9) |
| Program area (NTEE) | E81Z — Health Care (in OH) |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded November 4, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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