Nonprofit · EIN 47-0469492
HEARTLAND UNITED WAY INC
Tax-exempt · GRAND ISLAND, NE 68803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,032,248 | $2,019,936 | $12,312 | $5,236,601 | $2,720,239 | $2,516,362 |
| December 31, 2024 | 990 | $2,258,415 | $2,006,102 | $252,313 | $5,014,309 | $2,617,840 | $2,396,469 |
| December 31, 2023 | 990 | $1,936,116 | $1,944,472 | -$8,356 | $4,489,990 | $2,390,639 | $2,099,351 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,823,833
- Program service revenue
- $0
- Investment income
- $196,393
- Net gain from sales of assets
- $8,246
- Other revenue
- $12,022
Expenses
- Grants and similar amounts paid
- $1,383,294
- Compensation of officers, directors and key employees
- $202,770
- Other salaries and wages
- $165,822
- Salaries, compensation and benefits (total)
- $447,905
- Professional fundraising fees
- $0
- Accounting fees
- $7,025
- Occupancy
- $23,545
- Travel
- $2,809
- Depreciation
- $15,588
- Program services (functional)
- $1,808,185
- Management and general (functional)
- $68,649
- Fundraising (functional)
- $143,102
Balance sheet and other
- Total assets, start of year
- $5,014,309
- Total assets, end of year
- $5,236,601
- Total liabilities, end of year
- $2,720,239
- Net assets, end of year
- $2,516,362
- Land, buildings and equipment
- $72,463
- Publicly traded securities
- $1,810,346
- Net assets without donor restrictions
- $2,194,624
- Net assets with donor restrictions
- $321,738
- Gross receipts
- $2,038,843
- Employees
- 6
- Volunteers
- 954
- Year formed
- 1947
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ALBERS | BOARD MEMBER Trustee or director | 1 | $0 |
| SANDRA BARRERA | BOARD MEMBER Trustee or director | 1 | $0 |
| KENT BROWN | BD CHAIR Trustee or director, Officer | 1 | $0 |
| JESSICA CAMPOS | BOARD MEMBER Trustee or director | 1 | $0 |
| NATALIA DEL CID | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH COVER | BOARD MEMBER Trustee or director | 1 | $0 |
| MIRTA DELGADO | BOARD MEMBER Trustee or director | 1 | $0 |
| CHIEF KEVIN DENNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| AJ FRUCHTL | TREASURER Trustee or director, Officer | 1 | $0 |
| JEREMY GILLAM | BOARD MEMBER Trustee or director | 1 | $0 |
| SCOTT GRAFTON | BOARD MEMBER Trustee or director | 1 | $0 |
| BRENT GRUMMERT | BOARD MEMBER Trustee or director | 1 | $0 |
| RYAN HAND | BOARD MEMBER Trustee or director | 1 | $0 |
| BRANDON HOTOVY | BOARD MEMBER Trustee or director | 1 | $0 |
| TODD JACOBSON | BOARD MEMBER Trustee or director | 1 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY JASNOWSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| MORGANNE MANIVONG | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE MORROW | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERRI O'CALLAGHAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KEVIN OTTMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM PIRNIE | BOARD MEMBER Trustee or director | 1 | $0 |
| ANGELA SIMDORN | 2ND CHAIR Trustee or director, Officer | 1 | $0 |
| SUMMER STEPHENS | BOARD MEMBER Trustee or director | 1 | $0 |
| NEIL WARDYN | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIET WRIGHT | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ALBERS | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEC ANANIA | BOARD MEMBER Trustee or director | 1 | $0 |
| SANDRA BARRERA | BOARD MEMBER Trustee or director | 1 | $0 |
| KENT BROWN | 2ND CHAIR Trustee or director, Officer | 1 | $0 |
| JESSICA CAMPOS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHIEF KEVIN DENNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| AJ FRUCHTL | BOARD MEMBER Trustee or director | 1 | $0 |
| SCOTT GRAFTON | BOARD MEMBER Trustee or director | 1 | $0 |
| BARRETT HAHN | TREAS/ETHICS Trustee or director, Officer | 1 | $0 |
| RYAN HAND | BOARD MEMBER Trustee or director | 1 | $0 |
| BRANDON HOTOVY | BOARD MEMBER Trustee or director | 1 | $0 |
| TODD JACOBSON | BOARD MEMBER Trustee or director | 1 | $0 |
| EMILY JASNOWSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| MORGANNE MANIVONG | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE MORROW | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERRI O'CALLAGHAN | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM PIRNIE | BOARD MEMBER Trustee or director | 1 | $0 |
| DAN QUICK | BOARD MEMBER Trustee or director | 1 | $0 |
| JODI RAUERT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DR KAVIR SAXENA | BOARD MEMBER Trustee or director | 1 | $0 |
| TRICIA SCHULLER | BOARD MEMBER Trustee or director | 1 | $0 |
| ANGELA SIMDORN | 3RD CHAIR Trustee or director, Officer | 1 | $0 |
| MONISHA SOOD | BOARD MEMBER Trustee or director | 1 | $0 |
| SUMMER STEPHENS | BOARD MEMBER Trustee or director | 1 | $0 |
| NEIL WARDYN | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIE WRIGHT | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 29 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA ALBERS | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEC ANANIA | BOARD MEMBER Trustee or director | 1 | $0 |
| SANDRA BARRERA | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY BERLIE | BOARD MEMBER Trustee or director | 1 | $0 |
| KENT BROWN | 2ND VICE CHA Trustee or director, Officer | 1 | $0 |
| ZACH BUTZ | BOARD MEMBER Trustee or director | 1 | $0 |
| JESSICA CAMPOS | BOARD MEMBER Trustee or director | 1 | $0 |
| KEVIN DENNEY | BOARD MEMBER Trustee or director | 1 | $0 |
| TAMMY ERICKSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DR MATTHEW GOTSCHALL | BOARD MEMBER Trustee or director | 1 | $0 |
| SHAUNA GRAHAM | CHAIR Trustee or director, Officer | 1 | $0 |
| BARRETT HAHN | TREAS/ETHICS Trustee or director, Officer | 1 | $0 |
| RYAN HAND | BOARD MEMBER Trustee or director | 1 | $0 |
| NANCY HARRINGTON | BOARD MEMBER Trustee or director | 1 | $0 |
| BRANDON HOTOVY | BOARD MEMBER Trustee or director | 1 | $0 |
| TODD JACOBSON | BOARD MEMBER Trustee or director | 1 | $0 |
| EMILY JASNOWSKI | BOARD MEMBER Trustee or director | 1 | $0 |
| MORGANNE MANIVONG | BOARD MEMBER Trustee or director | 1 | $0 |
| RENEE MILLER | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE MORROW | BOARD MEMBER Trustee or director | 1 | $0 |
| SHERRI O'CALLAGHAN | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM PIRNIE | BOARD MEMBER Trustee or director | 1 | $0 |
| DAN QUICK | BOARD MEMBER Trustee or director | 1 | $0 |
| JODI RAUERT | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| DR KAVIR SAXENA | BOARD MEMBER Trustee or director | 1 | $0 |
| ANGELA SIMDORN | BOARD MEMBER Trustee or director | 1 | $0 |
| MONISHA SOOD | BOARD MEMBER Trustee or director | 1 | $0 |
| NEIL WARDYN | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIE WRIGHT | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1441 N WEBB RD, GRAND ISLAND, NE 68803-2313
- Principal officer (990 for 2025)
- KAREN RATHKE, 1441 N WEBB RD, GRAND ISLAND, NE 68803
- Signed the 990
- KAREN RATHKE, PRESIDENT/CPO
- Phone
- (308) 382-2675
- Website
- WWW.HEARTLANDUNITEDWAY.ORG
- Return prepared by
- AMGL PC
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.
Program accomplishments
- SEE ATTACHMENT.Expenses $1,808,185 · grants $1,383,294
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-0469492
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $5,236,601
- Income (IRS master file)
- $2,038,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,032,248 | $2,019,936 | $5,236,601 | XML |
| 990 | December 2024 | $2,258,415 | $2,006,102 | $5,014,309 | XML |
| 990 | December 2023 | $1,936,116 | $1,944,472 | $4,489,990 | XML |
| 990 | December 2022 | $2,045,943 | $2,033,577 | $3,891,275 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-0469492).
Questions about HEARTLAND UNITED WAY INC
- What is the EIN of HEARTLAND UNITED WAY INC?
- The employer identification number (EIN) of HEARTLAND UNITED WAY INC is 47-0469492.
- Is HEARTLAND UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to HEARTLAND UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEARTLAND UNITED WAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEARTLAND UNITED WAY INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTLAND UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HEARTLAND UNITED WAY INC?
- The 990 for the year ended December 31, 2025 names KAREN RATHKE.
- Who are the officers and directors of HEARTLAND UNITED WAY INC?
- The 990 for the year ended December 31, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does HEARTLAND UNITED WAY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,032,248, expenses of $2,019,936 and total assets of $5,236,601 at year end.
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All nonprofits in GRAND ISLAND · Nebraska · Philanthropy, voluntarism and grantmaking foundations