2024-11-15T13:57:48+00:00 2023-12-31 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990 2023-01-01 843105476 Heartland Bank Community Foundation HEAR 6143574600 430 NORTH HAMILTON ROAD WHITEHALL OH 43213 BILL DODSON PRESIDENT 6143574600 2024-11-15 true true Aaron Hershberger P00961884 5136218300 2024-11-15 2023 2024-10-15 13:58:12Z BILL DODSON 430 NORTH HAMILTON ROAD WHITEHALL OH 43213 264415 false X WWW.HEARTLAND.BANK/HEARTLANDBANKCOMMUNITYFOUNDATION X 2019 OH CONTRIBUTE TO EXEMPT ORGANIZATIONS TO FUND WIDESPREAD COMMUNITY IMPACT PROGRAMS WHICH IMPROVE THE QUALITY OF LIFE IN THE MARKETS SERVED BY HEARTLAND BANK. 3 3 0 4 0 0 216733 201148 0 0 311 3691 0 0 217044 204839 62583 72500 0 0 0 0 0 0 0 9717 10764 72300 83264 144744 121575 348854 468655 3333 2000 345521 466655 CONTRIBUTE TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) TO FUND WIDESPREAD COMMUNITY IMPACT PROGRAMS AND PROJECTS WHICH IMPROVE QUALITY OF LIFE IN THE MARKETS SERVED BY HEARTLAND BANK. false false 72500 72500 0 CONTRIBUTE TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) TO FUND WIDESPREAD COMMUNITY IMPACT PROGRAMS AND PROJECTS WHICH IMPROVE QUALITY OF LIFE IN THE MARKETS SERVED BY HEARTLAND BANK. 72500 true true false false false false false false false false false false false false false false false false false false false false false true false false true false false false false false false false false false false false true false false false true false false false false 0 0 0 false false false false false false false false false false false false X 3 3 true false false false true true false true false false false true true true true false false true true false X CARRIE ALMENDINGER 6144162076 430 N HAMILTON ROAD WHITEHALL OH 43213 X BILL DODSON PRESIDENT 0.3 0.0 X X 0 0 0 BOB CLARK TREASURER 0.5 0.0 X X 0 0 0 HINDA MITCHELL SECRETARY 0.5 0.0 X X 0 0 0 0 0 0 0 false false false 0 61171 84038 55939 2740 201148 0 0 0 0 0 3691 3691 0 0 0 0 59576 61171 59576 0 0 0 0 0 0 0 204839 0 0 3691 72500 72500 0 0 0 0 53 0 53 0 MISCELLANEOUS 10711 0 10711 0 0 0 0 0 83264 72500 10764 0 333839 451341 0 0 0 0 0 0 0 0 15015 17314 0 0 0 0 348854 468655 0 2000 0 0 3333 0 3333 2000 X 345521 466655 345521 466655 348854 468655 121575 -441 0 X false false false X 21417 99219 196177 216733 201148 734694 0 0 21417 99219 196177 216733 201148 734694 382955 351739 311 3691 4002 0 0 63890 46386 67480 59576 237332 976028 0 0.3604 0.3471 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.0 0 0.0 X 0 0 0 0 0 0 Schedule A, Part II, Line 10 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 0.0, COLUMN B - 63890.0, COLUMN C - 46386.0, COLUMN D - 67480.0, COLUMN E - 59576.0, COLUMN F - 237332.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Golf Outing 112101 61171 50930 0 0 11455 9721 0 20987 Silent Auction 7792 0 7792 0 0 9010 7990 0 295 4 854 0 854 0 0 0 118 0 0 120747 61171 59576 0 0 20465 17829 0 21282 59576 0 true USO OF CENTRAL OHIO 4200 HOOVER ROAD GROVE CITY OH 43213 131610451 501(C)(3) 12000 GENERAL NEEDS NEIGHBORHOOD BRIDGES PO BOX 2635 WESTERVILLE OH 43086 812833176 501(C)(3) 5500 GENERAL NEEDS 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. HBCF ROUTINELY CONFIRMS THROUGH E-MAIL AND IN-PERSON CONFIRMATION THAT FUNDS DISTRIBUTED TO RECIPIENT ORGANIZATIONS ARE UTILIZED IN FURTHERANCE OF INTENDED GOALS. HBCF ALSO REQUIRES AN ANNUAL EVALUATION OF EACH RECIPIENT ORGANIZATION PRIOR TO SUBSEQUENT DISTRIBUTIONS. X 1 2740 Market value 0 false false false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons BILL DODSON - Business relationship, BOB CLARK - Business relationship, HINDA MITCHELL - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders HEARTLAND BANK IS THE SOLE MEMBER OF HEARTLAND BANK COMMUNITY FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body HEARTLAND BANK, THE SOLE MEMBER OF THE FOUNDATION, HAS THE POWER TO ELECT THE DIRECTORS OF THE FOUNDATION AT THE FOUNDATION'S ANNUAL MEETING. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THE FOUNDATION'S FORM 990 IS PREPARED AND REVIEWED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THE FORM 990 IS THEN REVIEWED BY THE HEARTLAND BANK ACCOUNTING MANAGER & CFO. THE FOUNDATION'S BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO THE FORM BEING FILED WITH THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Line 12c Conflict of interest policy DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT-OF-INTEREST A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. E. NOTWITHSTANDING ANYTHING TO THE CONTRARY, ANY RESOLUTION OF AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST MUST COMPLY WITH APPLICABLE RULES AGAINST SELF-DEALING, AS SUCH RULES ARE ESTABLISHED IN SECTION 4941 OF THE INTERNAL REVENUE CODE OF 1986 (THE CODE) AND THE REGULATIONS THEREUNDER. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. B. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE CORPORATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF THE CORPORATION'S TAX-EXEMPT PURPOSES DESCRIBED UNDER SECTION 501(C)(3) OF THE CODE. PERIODIC REVIEWS TO ENSURE THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, OR IMPERMISSIBLE PRIVATE BENEFIT. Form 990, Part VI, Line 15a Process to establish compensation of top management official FOR THE TAX YEAR ENDED DECEMBER 31, 2023, THE FOUNDATION DID NOT HAVE ANY EMPLOYEES. Form 990, Part VI, Line 15b Process to establish compensation of other employees FOR THE TAX YEAR ENDED DECEMBER 31, 2023, THE FOUNDATION DID NOT HAVE ANY EMPLOYEES. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. HEARTLAND BANK 430 NORTH HAMILTON ROAD WHITEHALL OH 43213 314159950 BANKING OH NA C Corporation 0 0 false HEARTLAND BANCCORP INC 430 NORTH HAMILTON ROAD WHITEHALL OH 43213 311257688 HOLDING COMPANY OH NA C Corporation 0 0 false false false true false false true false false false false false false false false false false false false false HEARTLAND BANK C 84038 ACTUAL AMOUNT HEARTLAND BANCCORP INC F 255 ACTUAL AMOUNT