Nonprofit · EIN 83-4022137
HEARTLAND WHOLE HEALTH INSTITUTE
Tax-exempt · BENTONVILLE, AR 72712
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $32,216,923 | $10,558,291 | $21,658,632 | $598,458,270 | $0 | $598,458,270 |
| December 31, 2023 | 990-PF | $1,792,311 | $9,892,915 | -$8,100,604 | $585,999,638 | $9,200,000 | $576,799,638 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $11,055,279
- Net gain from sales of assets
- $20,562,603
- Other income
- $599,041
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $981,664
- Salaries, compensation and benefits (total)
- $1,829,096
- Disbursements for charitable purposes
- $7,856,817
- Excise tax on investment income
- $413,966
Balance sheet and other
- Total assets, start of year
- $585,999,638
- Total assets, end of year
- $598,458,270
- Total liabilities, end of year
- $0
- Net assets, end of year
- $598,458,270
- Fair market value of assets
- $662,667,630
- Qualifying distributions
- $58,571,299
- Net investment income
- $32,195,775
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WALTER HARRIS PO BOX 1860, BENTONVILLE, AR 72712 | PRESIDENT AND CEO | 40 | $770,125 | $22,239 |
| JOHN FINDLEY PO BOX 1860, BENTONVILLE, AR 72712 | Chief Medical Off. Highest-paid employee | 40 | $333,783 | $15,992 |
| STEVE MACDONALD PO BOX 1860, BENTONVILLE, AR 72712 | TREASURER (UNTIL 3/1/24) | 0.5 | $211,539 | $12,072 |
| Casey Solomons PO BOX 1860, BENTONVILLE, AR 72712 | Sr. Project Manager Highest-paid employee | 40 | $186,100 | $11,874 |
| Deven Daehn PO BOX 1860, BENTONVILLE, AR 72712 | Dir. Comm Engagement Highest-paid employee | 40 | $174,654 | $13,396 |
| Claude Pirtle PO BOX 1860, BENTONVILLE, AR 72712 | Chief Dig & Info Off Highest-paid employee | 40 | $143,329 | $7,376 |
| Stefanie Pawluk PO BOX 1860, BENTONVILLE, AR 72712 | Policy Director Highest-paid employee | 40 | $135,261 | $6,128 |
| JAMES M WALTON PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR (Until 9/20/24) | 2 | $0 | $0 |
| ROSS DeVOL PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR | 2 | $0 | $0 |
| ALICE WALTON PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR, CHAIR | 5 | $0 | $0 |
| AUGUST MARTIN PO BOX 1860, BENTONVILLE, AR 72712 | TREASURER (FROM 3/1/24) | 0.5 | $0 | $0 |
| RICHARD HOSLEY PO BOX 1860, BENTONVILLE, AR 72712 | SECRETARY (UNTIL 6/13/24) | 0.5 | $0 | $0 |
| DELOS COSGROVE PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR | 2 | $0 | $0 |
| LARS STEVEN NELSON PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR | 2 | $0 | $0 |
| RALPH SNYDERMAN PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN MACKIN PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR | 2 | $0 |
| RHIANON DELEEUW PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR (FROM 5/31/24) | 2 | $0 |
| SCOTT KUPOR PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR (FROM 10/29/24) | 2 | $0 |
990-PF for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WALTER HARRIS PO Box 1860, Bentonville, AR 72712 | CEO AND PRESIDENT (FROM 04/18/2023), VP OF OPERATIONS (UNTIL 04/18/2023) | 40 | $402,054 | $16,566 |
| STEVE MACDONALD PO Box 1860, Bentonville, AR 72712 | TREASURER (FROM 12/20/2023) | 0.5 | $283,853 | $15,144 |
| CHRIS DEBERNARD PO Box 1860, Bentonville, AR 72712 | SENIOR DIRECTOR Highest-paid employee | 40 | $260,004 | $17,041 |
| LORI KNUTSON PO Box 1860, Bentonville, AR 72712 | EXECUTIVE DIRECTOR (UNTIL 04/14/2023) | 40 | $249,229 | $6,393 |
| FRED BEDORE PO Box 1860, Bentonville, AR 72712 | SR. DIRECTOR OF OP. Highest-paid employee | 40 | $164,949 | $14,503 |
| JORDAN CARLISLE PO Box 1860, Bentonville, AR 72712 | CIO Highest-paid employee | 40 | $118,696 | $12,287 |
| SCOTT MCCARTY PO Box 1860, Bentonville, AR 72712 | PROGRAM MANAGER, HSR Highest-paid employee | 40 | $102,623 | $7,491 |
| BROOKE BILLINGSLEY PO Box 1860, Bentonville, AR 72712 | PROGRAM MANAGER Highest-paid employee | 40 | $98,698 | $15,005 |
| ALICE L WALTON PO Box 1860, Bentonville, AR 72712 | DIRECTOR, PRESIDENT (UNTIL 04/18/2023) | 5 | $0 | $0 |
| DELOS MARSHALL COSGROVE PO Box 1860, Bentonville, AR 72712 | DIRECTOR | 2 | $0 | $0 |
| JAMES WALTON PO Box 1860, Bentonville, AR 72712 | DIRECTOR | 2 | $0 | $0 |
| MATTHEW HARRIS PO Box 1860, Bentonville, AR 72712 | DIRECTOR (UNTIL 03/30/2023) | 2 | $0 | $0 |
| RALPH SNYDERMAN PO Box 1860, Bentonville, AR 72712 | DIRECTOR | 2 | $0 | $0 |
| RAY CHAMBERS PO Box 1860, Bentonville, AR 72712 | DIRECTOR (UNTIL 03/31/2023) | 2 | $0 | $0 |
| ROSS DEVOL PO Box 1860, Bentonville, AR 72712 | DIRECTOR | 2 | $0 | $0 |
| STEPHEN MACKIN PO Box 1860, Bentonville, AR 72712 | DIRECTOR (FROM 01/17/2023) | 2 | $0 | $0 |
| LARS STEVEN NELSON PO Box 1860, Bentonville, AR 72712 | DIRECTOR (FROM 11/28/2023) | 2 | $0 | $0 |
| RICHARD A HOSLEY PO Box 1860, Bentonville, AR 72712 | SECRETARY | 0.5 | $0 | $0 |
| PHILIP SIGSWORTH PO Box 1860, Bentonville, AR 72712 | CFO AND TREASURER (UNTIL 12/14/2023) | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 600 MUSEUM WAY, BENTONVILLE, AR 72712-4947
- In care of
- % ROBERT SMITH
- Signed the 990-PF
- AUGUST MARTIN, TREASURER
- Phone
- (479) 464-1570
- Return prepared by
- WALTON ENTERPRISES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-4022137
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Voluntary health associations and medical disciplines (G90)
- Assets (IRS master file)
- $598,458,270
- Income (IRS master file)
- $218,286,300
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $32,216,923 | $10,558,291 | $598,458,270 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,792,311 | $9,892,915 | $585,999,638 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | -$16,716,903 | $9,800,006 | $584,913,365 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 83-4022137).
Questions about HEARTLAND WHOLE HEALTH INSTITUTE
- What is the EIN of HEARTLAND WHOLE HEALTH INSTITUTE?
- The employer identification number (EIN) of HEARTLAND WHOLE HEALTH INSTITUTE is 83-4022137.
- Is HEARTLAND WHOLE HEALTH INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to HEARTLAND WHOLE HEALTH INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does HEARTLAND WHOLE HEALTH INSTITUTE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEARTLAND WHOLE HEALTH INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTLAND WHOLE HEALTH INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HEARTLAND WHOLE HEALTH INSTITUTE?
- The 990-PF for the year ended December 31, 2024 lists 18 people; 7 received compensation from the organization, the highest $770,125 (WALTER HARRIS, PRESIDENT AND CEO).
- How much revenue does HEARTLAND WHOLE HEALTH INSTITUTE have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $32,216,923, expenses of $10,558,291 and total assets of $598,458,270 at year end.
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All nonprofits in BENTONVILLE · Arkansas · Voluntary health associations and medical disciplines