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HEARTLAND FORWARD: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HEARTLAND FORWARD (EIN 84-2515642)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349307030
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T11:41:01+00:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621665434PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Walton Enterprises LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1860AddressLine1Txt
CityBentonvilleCityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842515642EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Heartland Forward IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEARBusinessNameControlTxt
Phone4794641570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1860AddressLine1Txt
CityBENTONVILLECityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAngie CooperPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUKE C MITCHELLPreparerPersonNm
PTINP03095207PTIN
Phone4794641500PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Angie CooperBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1860AddressLine1Txt
CityBENTONVILLECityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,882,702GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.heartlandforward.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionA think and do tank dedicated to being a resource for states and communities - helping to advance the economic opportunity in the heartland.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$15,261,075PYContributionsGrantsAmt
CY Contributions Grants$11,867,202CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$837PYInvestmentIncomeAmt
CY Investment Income$15,500CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,261,912PYTotalRevenueAmt
CY Total Revenue$11,882,702CYTotalRevenueAmt
PY Grants And Similar Paid$351,045PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$771,725CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,517,725PYOtherExpensesAmt
CY Other Expenses$11,869,034CYOtherExpensesAmt
PY Total Expenses$10,868,770PYTotalExpensesAmt
CY Total Expenses$12,640,759CYTotalExpensesAmt
PY Revenues Less Expenses$4,393,142PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$758,057CYRevenuesLessExpensesAmt
Total Assets BOY$7,184,313TotalAssetsBOYAmt
Total Assets EOY$6,426,256TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,184,313NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,426,256NetAssetsOrFundBalancesEOYAmt
MissionA think and do tank dedicated to being a resource for states and communities - helping to advance the economic opportunity in the heartland.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,432,535ExpenseAmt
Grant$771,725GrantAmt
DescTO IMPROVE THE ECONOMIC PERFORMANCE IN THE CENTER OF THE U.S BY ADVOCATING FOR FACT-BASED SOLUTIONS TO FOSTER JOB CREATION, KNOWLEDGE-BASED AND INCLUSIVE GROWTH, AND IMPROVED HEALTH OUTCOMES.Desc
Total Program Service Expenses$8,432,535TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document83IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Written Policy Or ProcedurefalseWrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SARAH FOSSITTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4794641570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1860AddressLine1Txt
CityBENTONVILLECityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BUDDY D PHILPOT
DIRECTOR, SECRETARY2.031.0Yes (X)Yes (X)$0$0$0
Michael Malone
BOARD DIRECTOR, TREASURER2.00Yes (X)Yes (X)$0$0$0
ROSS DeVOL
BOARD DIRECTOR, PRESIDENT40.00Yes (X)Yes (X)$0$0$0
OLIVIA WALTON
BOARD DIRECTOR2.00Yes (X)$0$0$0
ANGIE COOPER
CHIEF PROGRAM OFFICER35.05.0Yes (X)$0$0$0
BLAKE WOOLSEY
CHIEF COMMUNICATIONS AND DEVELOPMENT40.00Yes (X)$0$0$0
DAVE SHIDELER
CHIEF RESEARCH OFFICER40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
WALTON ENTERPRISES LLC
PO BOX 1860BENTONVILLEAR72712MANAGEMENT FEES$5,729,298
BUILDERS AND BACKERS STUDIO LLC
1405 South Fern STArlingtonVA22202CONSULTING$1,623,173
GROVE PARTNERS GLOBAL LLC
2980 McFarlane RdMiamiFL33133CONSULTING$824,266
TUSK STRATEGIES LLC
251 PARK AVENUENEW YORKNY10010CONSULTING$459,486SOUTH 8TH FLOOR
MARKHAM GROUP LLC
1000 W 3RDLITTLE ROCKAR72201CONSULTING$457,635
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K8CntrctRcvdGreaterThan100KCnt
Related Organizations$1,661,880RelatedOrganizationsAmt
Government Grants$994,658GovernmentGrantsAmt
All Other Contributions$9,210,664AllOtherContributionsAmt
Noncash Contributions$12,688NoncashContributionsAmt
Total Contributions$11,867,202TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,300TotalRevenueColumnAmt
Exclusion$11,300ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$4,200OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$4,200OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,200TotalRevenueColumnAmt
Exclusion$4,200ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,882,702TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$15,500ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$710,000TotalAmt
Program Services$710,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$61,725TotalAmt
Program Services$61,725ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$5,949,736TotalAmt
Program Services$2,677,381ProgramServicesAmt
Management And General$3,272,355ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$156,665TotalAmt
Program Services$93,999ProgramServicesAmt
Management And General$62,666ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,564TotalAmt
Program Services$31,895ProgramServicesAmt
Management And General$13,669ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,390,294TotalAmt
Program Services$4,212,465ProgramServicesAmt
Management And General$177,829ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$234,925TotalAmt
Program Services$46,985ProgramServicesAmt
Management And General$187,940ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$15,922TotalAmt
Management And General$15,922ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$97,249TotalAmt
Management And General$97,249ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$305,006TotalAmt
Program Services$213,504ProgramServicesAmt
Management And General$91,502ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$111,674TotalAmt
Program Services$111,674ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$350TotalAmt
Management And General$350ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Dues and Subscriptions$396,371$257,641$138,730
Return of Grant Funds Received in Prior Year$96,517$96,517
Professional Development$39,418$39,418
Employee Education$4,989$4,989

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,354TotalAmt
Program Services$15,266ProgramServicesAmt
Management And General$9,088ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,640,759TotalAmt
Program Services$8,432,535ProgramServicesAmt
Management And General$4,208,224ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,143,446BOYAmt
EOY$5,199,965EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$40,867BOYAmt
EOY$1,216,151EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,490LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$350LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$10,140EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,184,313BOYAmt
EOY$6,426,256EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,341,708BOYAmt
EOY$2,384,284EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,842,605BOYAmt
EOY$4,041,972EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,184,313BOYAmt
EOY$6,426,256EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,184,313BOYAmt
EOY$6,426,256EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$758,057ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$837,132CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,900,502CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,769,552CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,261,075CurrentTaxYearMinus1YearAmt
Current Tax Year$11,867,202CurrentTaxYearAmt
Total$48,635,463TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$837,132CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,900,502CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,769,552CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,261,075CurrentTaxYearMinus1YearAmt
Current Tax Year$11,867,202CurrentTaxYearAmt
Total$48,635,463TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$23,593,079SubstantialContributorsTotAmt
Public Support Total170$25,042,384PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$30CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$837CurrentTaxYearMinus1YearAmt
Current Tax Year$11,300CurrentTaxYearAmt
Total$12,167TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$48,647,630TotalSupportAmt
Gross Receipts Rltd Activities$50,000GrossReceiptsRltdActivitiesAmt
Public Support CY1700.51477PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,490OtherCostOrOtherBasisAmt
Depreciation$350DepreciationAmt
Book Value$10,140BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,140TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$10,735,366TotalRevEtcAuditedFinclStmtAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$10,735,366RevenueSubtotalAmt
Other Revenues Not Included$1,147,336OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,147,336RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,882,702TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,251,549TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts-$12,688DonatedServicesUseFcltsAmt
Other Expenses Included-$1,376,522OtherExpensesIncludedAmt
Expenses Not Reported-$1,389,210ExpensesNotReportedAmt
Expenses Subtotal$12,640,759ExpensesSubtotalAmt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,640,759TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statementsCash Basis Adjustment - 1147336
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990CASH BASIS ADJUSMENT - -1376522

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtIRC SectionIRCSectionDesc
1 Girl Revolution LLC
1960 Chicago BlvdDetroitMI482061737831821235$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
Abily LLC
4738 N Rockledge DrFayettevilleAR727649125991036191$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
American Library Association
225 N Michigan Ave Suite 1300ChicagoIL606017616362166947$60,000To further the acceleration of digital learning, skills and training for the benefit of the general public, in a manner as each party hereto may reasonably determine in good faith, and shall collaborate on the design, enhancement, announcement and promotion of the DigitalLearn.org educational web site.501(C)(3)
Benton Institute for Broadband and Society
1401 Ridge Road Unit 214WilmetteIL60091136075750$50,000To increase Oklahoma community leaders' ability to stimulate broadband infrastructure investment that supports economic development, telehealth delivery, distance learning, and civic engagement.501(C)(3)
Domes by Joshua LLC
28579 E 139th St SCowetaOK744297534991807178$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
Film Delta LLC
278 Sunflower AveClarksdaleMS38614992570458$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
Gnargo Bike LLC
105 NW O StBentonvilleAR727123660920548758$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
Heartland Action Inc
PO BOX 1860BentonvilleAR72712862697963$300,000To support the Heartland Health Caucus.501(C)(4)
Heiss Mug LLC
1415 3rd Ave SBirminghamAL35233990939512$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
Nehisi Ventures LLC
111 E Young StTulsaOK741063614870958820$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
NovAI LLC
3108 E 85th PlTulsaOK741371431990666857$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
SecondKeys Inc
150 Peabody PlMemphisTN381033700825498072$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
Staley House LLC
804 Columbia StHelenaWest HelenaAR723422816831729470$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
Verified News Network LLC
1701 S Main StBroken ArrowOK740126502831232116$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
Whats Next Teacher LLC
2711 E 14th PlTulsaOK741044709883142669$25,000To provide funding to businesses operating in economically depressed and/or blighted underserved areas in order to combat community deterioration, address unemployment and underemployment and ensure the sustainability of economic development in particular communities.
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org13TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeStudent stipends provided through the Nursing Pathways Program to support participants with educational expenses.GrantTypeTxt
Recipient104RecipientCnt
Cash Grant$61,725CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant fundsFormAndLineReferenceDesc
ExplanationWITH EVERY GRANT, THE FOUNDATION REQUIRES THE GRANTEE TO USE THE FUNDS FOR ITS SPECIFIED EXEMPT PURPOSE. IN ADDITION, THE GRANTEE IS REQUIRED TO PREPARE A FINANCIAL AND NARRATIVE REPORT DUE WITHIN ONE YEAR OF RECEIPT OF THE GRANT. THE REPORT DETAILS HOW THE GRANT FUNDS WERE SPENT AND MUST BE REVIEWED AND APPROVED BY MANAGEMENT BEFORE ADDITIONAL GRANT FUNDS CAN BE PAID TO THE GRANTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 4 Significant changes to organizational documentsThe bylaws were revised to replace an institutional member with two individual voting members.
Form 990, Part VI, Line 6 Classes of members or stockholdersThe organization has one class of voting members. These individual members have the authority to elect and remove directors, amend governing documents, approve major corporate actions, and appoint successor members.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodySEE THE RESPONSE TO PART VI, SECTION A, LINE 6 ABOVE.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersSEE THE RESPONSE TO PART VI, SECTION A, LINE 6 ABOVE.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyPRIOR TO FILING OF THE FORM 990, THE RETURN IS REVIEWED BY ALL MEMBERS OF THE GOVERNING BODY AND ULTIMATELY REVIEWED AND SIGNED BY AN APPROPRIATE GOVERNING BODY MEMBER.
Form 990, Part VI, Line 12c Conflict of interest policyINDIVIDUALS WHO ARE DIRECTLY OR INDIRECTLY PARTY TO A POSSIBLE TRANSACTION WITH THE ORGANIZATION ARE REQUIRED TO DISCLOSE THE MATERIAL FACTS OF THE TRANSACTION AND INTEREST IN THE TRANSACTION PRIOR TO ACTION BY THE ORGANIZATION ON THE TRANSACTION.
Form 990, Part VI, Line 19 Required documents available to the publicTHE ORGANIZATION'S CERTIFICATE OF INCORPORATION IS AVAILABLE FROM THE DELAWARE SECRETARY OF STATE. FINANCIAL INFORMATION IS AVAILABLE ON THE ORGANIZATION'S FORM 990.
Form 990, Part IX, Line 11g Other FeesConsulting - Total Expense: 3784212, Program Service Expense: 3784212, Management and General Expenses: , Fundraising Expenses: ; Professional Services - Total Expense: 526172, Program Service Expense: 368320, Management and General Expenses: 157852, Fundraising Expenses: ; Recruiting Fees - Total Expense: 79910, Program Service Expense: 59933, Management and General Expenses: 19977, Fundraising Expenses: ;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Heartland Summit IIBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1860AddressLine1Txt
CityBENTONVILLECityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesSupport for the Heartland SummitPrimaryActivitiesTxt
Legal Domicile StateARLegalDomicileStateCd
Total Income$1,095,595TotalIncomeAmt
End Of Year Assets$1,153,972EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Heartland ForwardBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Town Branch Foundation
Po Box 1860BentonvilleAR72712823575662GrantmakingDE501(c)(3)PFNAfalse
HEARTLAND ACTION INC
PO BOX 1860BENTONVILLEAR72712862697963Civic and Social WelfareDE501(c)(4)HEARTLAND FORWARD INCYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd