2025-01-31T15:03:30-06:00 2023-06-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BLVD SUITE 1500 ARLINGTON VA 22209 990 2022-07-01 363827013 ARGYLE NEIGHBORHOOD DEVELOPMENT CORPORATION ARGY 3126601300 CO DSI 104 KING STREET 201 MADISON WI 53703 DANIEL LEZOTTE CHAIR 3126601300 2025-01-31 1 0 X MARY TORRETTA P00847851 7038477500 2022 2025-03-06 01:10:19Z X X DANIEL LEZOTTE C/O DSI 104 KING STREET 201 MADISON WI 53703 470906 0 X N/A X 1992 IL TO PROVIDE HOUSING ASSISTANCE TO LOW INCOME FAMILIES AND INDIVIDUALS. 2 1 0 0 0 0 0 0 495314 458833 1 3 1722 12070 497037 470906 0 0 0 0 40877 0 0 0 0 530210 859523 571087 859523 -74050 -388617 1431315 1255145 2480789 2693236 -1049474 -1438091 TO PROVIDE HOUSING ASSISTANCE TO LOW INCOME FAMILIES AND INDIVIDUALS. 0 0 859523 0 458833 HOUSING ASSISTANCE TO LOW INCOME FAMILIES AND INDIVIDUALS. 859523 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 1 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 IL X THE ORGANIZATION 3129617237 C/O DSI 104 KING STREET 201 MADISON WI 53703 ELIAS ROSARIO THRU 022023 CHIEF FINANCIAL ADMIN. OFFICER 1.00 52.00 X X 0 274568 39553 JULIA GETZELS GENERAL COUNSEL/SECRETARY 1.00 42.00 X X 0 237328 47708 JENNIFER FARON DIRECTOR (THRU 04/2023) 1.00 4.00 X 0 0 0 KYLE PETERSON DIRECTOR (THRU 04/2023) 1.00 4.00 X 0 0 0 DANIEL LEZOTTE DIRECTOR 1.00 3.00 X 0 0 0 EVELYN DIAZ PRESIDENT/CEO 1.00 39.50 X 0 390876 65731 EARL CHASE EXECUTIVE DIRECTOR (THRU 05/2023) 1.00 39.00 X 0 200441 18607 0 1103213 171599 0 0 1 0 0 LOW-INCOME HOUSING 531110 458833 458833 458833 3 3 OTHER BUILDING INCOME 531110 12070 12070 12070 470906 458833 0 12073 X 151580 151580 11446 11446 30300 30300 128524 128524 19970 19970 132805 132805 348 348 85438 85438 ADMINISTRATIVE EXPENSE 169289 169289 UNCOLLECTABLE ACCOUNTS 129823 129823 859523 859523 0 0 -100 46163 172677 75153 66483 44127 3576776 2487074 1163568 1089702 0 0 0 0 28687 0 1431315 1255145 93922 203276 102305 102305 2286981 2256881 -2419 130774 2480789 2693236 X -1049474 -1438091 -1049474 -1438091 1431315 1255145 -388617 0 X 0 1 X 1 0 X X 2 HEARTLAND HOUSING INC 363642952 10 1 0 0 HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS INC 361877640 7 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 66787 66787 3409848 2389986 1019862 57073 57073 0 43068 40015 3053 1089702 DUE TO AFFILIATES 130774 130774 X PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS DURING THE REPORTING PERIODS COVERED BY THESE CONSOLIDATED FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 EVELYN DIAZ PRESIDENT/CEO 0 383376 0 0 0 7500 0 31583 0 34148 0 456607 0 0 ELIAS ROSARIO THRU 022023 CHIEF FINANCIAL ADMIN. OFFICER 0 267068 0 0 0 7500 0 28812 0 10741 0 314121 0 0 JULIA GETZELS GENERAL COUNSEL/SECRETARY 0 229828 0 0 0 7500 0 27565 0 20143 0 285036 0 0 EARL CHASE EXECUTIVE DIRECTOR (THRU 05/2023) 0 190141 0 0 0 10300 0 9273 0 9334 0 219048 0 0 PART I, LINE 3 PRESIDENT/CEO COMPENSATION WAS DETERMINED BY THE RELATED ORGANIZATION, HEARTLAND ALLIANCE FOR HUMAN NEEDS AND RIGHTS. THE FOLLOWING METHODS WERE USED: - COMPENSATION COMMITTEE - COMPENSATION SURVEY OR STUDY - INDEPENDENT COMPENSATION CONSULTANT - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 HEARTLAND HOUSING, INC. IS THE SOLE VOTING MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A HEARTLAND HOUSING, INC. APPOINTS THE DIRECTORS AND OFFICERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B ALL GOVERNANCE DECISIONS OF THE ORGANIZATION ARE RESERVED TO THE SOLE MEMBER, HEARTLAND HOUSING, INC. FORM 990, PART VI, SECTION B, LINE 11B BASED ON THE TIMING AND AVAILABILITY OF INFORMATION, A COMPLETE COPY OF THE 990 WAS UNABLE TO BE PROVIDED TO ALL GOVERNING BODY MEMBERS BEFORE FILING. THE ORGANIZATION IS PROVIDING A COPY AS SOON AS POSSIBLE THEREAFTER. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE HEARTLAND ALLIANCE BOARD OF DIRECTORS, AS WELL AS MEMBERS OF THE ORGANIZATION'S SUBSIDIARY BOARDS OF DIRECTORS, ANNUALLY SIGN A CONFLICT OF INTEREST POLICY, COPIES OF WHICH ARE RETAINED IN THE PRESIDENT'S OFFICE. IN ADDITION, ALL HEARTLAND ALLIANCE SENIOR MANAGEMENT (INCLUDED IN HEARTLAND ALLIANCE CABINET, APPROXIMATELY 60+ OF THE TOP DIRECTORS OF THE ORGANIZATION) ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY. A COPY OF THE BOARD OF DIRECTORS POLICY IS POSTED ON A PASSWORD PROTECTED PORTION OF THE ORGANIZATION'S WEBSITE, DESIGNED FOR BOARD MEMBERS. A COPY OF THE POLICY FOR MANAGEMENT IS POSTED ON THE ORGANIZATION'S INTRANET. POLICY REQUIRES DISCLOSURE OF ANY SITUATION IN WHICH THERE MAY BE EVEN AN APPEARANCE OF POTENTIAL CONFLICT OF INTEREST. WHEN APPROPRIATE, MEMBERS OF THE BOARD OF DIRECTORS, OR SENIOR MANAGEMENT, RECUSE THEMSELVES FROM DECISION-MAKING IF THERE IS ANY CONFLICT OF INTEREST. RELATIVE TO BOARD OR BOARD COMMITTEE ACTIONS, THIS IS REFLECTED IN THE MEETING MINUTES. THE POLICY IS REVIEWED REGULARLY BY THE CHIEF CORPORATE COMPLIANCE OFFICER OF THE ORGANIZATION. ADDITIONAL MONITORING IS PERFORMED BY THE ORGANIZATION'S EXECUTIVE TEAM AND THE RISK POLICY COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE OF THE HEARTLAND ALLIANCE BOARD OF DIRECTORS IS AN INDEPENDENT ENTITY, CONSISTING OF THE CHAIR AND IMMEDIATE PAST CHAIR OF THE BOARD OF DIRECTORS. THIS BODY CONDUCTS THE ANNUAL PERFORMANCE EVALUATION OF, AND DETERMINES THE COMPENSATION FOR, THE ORGANIZATION'S PRESIDENT. THIS BODY MAY CONSULT WITH LEGAL COUNSEL OR ADDITIONAL RESOURCES IN DETERMINING FAIR AND COMPETITIVE COMPENSATION FOR THE PRESIDENT OF HEARTLAND ALLIANCE. THE EXECUTIVE COMPENSATION COMMITTEE ALSO CONDUCTS PERIODIC MARKET SURVEYS TO ASSIST IN ESTABLISHING THE COMPENSATION FOR THE PRESIDENT. IN ADDITION, THE PRESIDENT ANNUALLY REVIEWS WITH THE COMPENSATION COMMITTEE THE PERFORMANCE AND RECOMMENDED COMPENSATION FOR THE ORGANIZATION'S SENIOR EXECUTIVES, INCLUDING EXECUTIVE DIRECTORS OF THE SUBSIDIARY ENTITIES AND OTHER KEY MEMBERS OF THE EXECUTIVE TEAM. ALL DELIBERATIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 128,524. TOTAL EXPENSES 128,524. AMENDED FORM 990: THE FORM 990 HAS BEEN AMENDED FROM THE ORIGINAL FILING BECAUSE THE AUDITED FINANCIAL STATEMENTS WERE NOT ISSUED WHEN THE FORM 990 WAS ORIGINALLY FILED. AS SUCH, THE ORGANIZATION IS AMENDING THE ORIGINAL RETURN TO ACCURATELY REFLECT THE ISSUED FINANCIAL STATEMENTS OF THE ORGANIZATION. CHANGES TO THE ORIGINAL FILING ARE REFLECTED ON PART I, PART II, PART IV, PART VI, PART VII, PART XII, SCHEDULE D PART XII AND SCHEDULE R. 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