Nonprofit · EIN 84-6916406
HEARTLAND BANK FOUNDATION
Also known as HEARTLAND BANK TTEE
Tax-exempt · GENEVA, NE 68361
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $239,562 | $124,184 | $115,378 | $1,623,130 | $0 | $1,623,130 |
| November 30, 2024 | 990-PF | $332,393 | $91,267 | $241,126 | $1,507,752 | $0 | $1,507,752 |
| November 30, 2023 | 990-PF | $327,712 | $80,146 | $247,566 | $1,266,626 | $0 | $1,266,626 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $200,000
- Dividends
- $36,669
- Interest
- $2,893
Expenses
- Grants and similar amounts paid
- $109,167
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $109,167
- Excise tax on investment income
- $372
Balance sheet and other
- Total assets, start of year
- $1,507,752
- Total assets, end of year
- $1,623,130
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,623,130
- Fair market value of assets
- $2,729,437
- Qualifying distributions
- $109,167
- Net investment income
- $39,562
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C WILKINS 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| LUCAS L SWARTZENDRUBER 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| AARON T SCHARDT 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| DENNIS D FERGUSON 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
990-PF for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C WILKINS 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| LUCAS L SWARTZENDRUBER 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| AARON T SCHARDT 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| DENNIS D FERGUSON 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C WILKINS 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| LUCAS L SWARTZENDRUBER 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| AARON T SCHARDT 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
| DENNIS D FERGUSON 896 G STREET, GENEVA, NE 68361 | ADVISOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 896 G STREET, GENEVA, NE 68361-2040
- Signed the 990-PF
- LUCAS SWARTZENDRUBER, PRESIDENT, HEARTLAND TRUST COMPANY
- Phone
- (402) 759-3114
- Return prepared by
- RIDGELINE CPAS 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6916406
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2021
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,623,130
- Income (IRS master file)
- $239,562
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $239,562 | $124,184 | $1,623,130 | XML |
| 990-PF | November 2024 | $332,393 | $91,267 | $1,507,752 | XML |
| 990-PF | November 2023 | $327,712 | $80,146 | $1,266,626 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | 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 84-6916406).
Questions about HEARTLAND BANK FOUNDATION
- What is the EIN of HEARTLAND BANK FOUNDATION?
- The employer identification number (EIN) of HEARTLAND BANK FOUNDATION is 84-6916406.
- Is HEARTLAND BANK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to HEARTLAND BANK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEARTLAND BANK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEARTLAND BANK FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEARTLAND BANK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of HEARTLAND BANK FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HEARTLAND BANK FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $239,562, expenses of $124,184 and total assets of $1,623,130 at year end.
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All nonprofits in GENEVA · Nebraska · Philanthropy, voluntarism and grantmaking foundations