NonprofitsHeartland Health & Wellness Fund

Health Care

Heartland Health & Wellness Fund

DAYTON, OH

Total revenue

$347.8M

Total expenses

$351.5M

Net assets

$3.1M

Grants received

EIN

316041107

Tax year

2024

Mission

The plan provides medical, dental, and life benefits to its members and dependents.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$345.9M
Investment income$1.3M
Other revenue$582K
Total revenue$347.8M

Expenses

Grants paid
Salaries & benefits$2.6M
Fundraising
Other expenses$23.2M
Total expenses$351.5M
Total assets$40.9M
Net assets$3.1M

People

21 listed

NameRoleCompensation

JERRY EVANS

ADMINISTRATOR (THRU 1/24)

Board

$67K

40 hrs/wk

TRACY BARTAK

TRUSTEE

Board

1 hrs/wk

ROB FRANCIN

TRUSTEE

Board

1 hrs/wk

STEVE YANCEY

TRUSTEE

Board

1 hrs/wk

BOB BLAIR

TRUSTEE

Board

1 hrs/wk

DAN PEDERSEN

TRUSTEE

Board

1 hrs/wk

KEVIN GARVEY

TRUSTEE

Board

1 hrs/wk

DON SATTLER

TRUSTEE

Board

1 hrs/wk

HEATHER GRAY

ALTERNATE TRUSTEE

Board

1 hrs/wk

WENDELL YOUNG

ALTERNATE TRUSTEE

Board

1 hrs/wk

JESSICA OFFENBACHER

TRUSTEE

Board

1 hrs/wk

RYLAN NORRIS

TRUSTEE

Board

1 hrs/wk

DAVID BLITZSTEIN

TRUSTEE

Board

1 hrs/wk

BRYON O'NEAL

ALTERNATE TRUSTEE

Board

1 hrs/wk

RANDY QUICKEL

CHAIRMAN

Board

1 hrs/wk

MARK FEDERICI

TRUSTEE

Board

1 hrs/wk

HENRY TAYLOR

SECRETARY

Board

1 hrs/wk

KATY GOZALKA

EMPLOYEE

Staff

$239K

40 hrs/wk

RICHARD MAINS JR

EMPLOYEE

Staff

$169K

40 hrs/wk

WILLIAM MCMANUS

EMPLOYEE

Staff

$146K

40 hrs/wk

ERIC MUELLER

EMPLOYEE

Staff

$107K

40 hrs/wk

Independent contractors

REINHART BOERNER VAN DEUREN SC

LEGAL SERVICES

$744K

SEGAL CONSULTING

CONSULTING

$742K

SLEVIN & HART PC

LEGAL SERVICES

$463K

SIKICH LLP

ACCOUNTING

$248K

NAN STEWART

$209K

Details

EIN316041107
NTEE codeE81Z
Subsection09
Ruling date1957-11
Formed1957
Employees51
Volunteers0
HEARTLAND HEALTH & WELLNESS FUND — Mission, Financials & Grants Received | Grantivo