2025-01-31T15:03:30-06:00 2023-06-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2022-07-01 842410755 HEARTLAND SAWYER GARDENS INC HEAR 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 366548 0 X N/A X 2019 IL THE PROVIDE HOUSING ASSISTANCE TO LOW INCOME FAMILIES AND INDIVIDUALS. 2 1 0 1 0 0 1000 0 272526 365496 0 9 -2462 1043 271064 366548 0 0 0 0 33470 0 0 0 0 455772 512755 489242 512755 -218178 -146207 2882830 2877279 3043245 3183901 -160415 -306622 THE PROVIDE HOUSING ASSISTANCE TO LOW INCOME FAMILIES AND INDIVIDUALS. 0 0 512755 365496 HOUSING ASSISTANCE TO LOW INCOME FAMILIES AND INDIVIDUALS. 512755 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 (THU 05/2023) 1.00 39.00 X 0 200441 18607 0 1103213 171599 0 0 1 0 0 LOW INCOME HOUSING 531110 365496 365496 365496 9 9 OTHER BUILDING INCOME 531110 1043 1043 1043 366548 365496 0 1052 X 160345 160345 5760 5760 22942 22942 87507 87507 3946 3946 58699 58699 92533 92533 UNCOLLECTIBLE ACCOUNTS 54521 54521 ADMINISTRATIVE FEES 26502 26502 512755 512755 0 0 760 361003 33439 50196 16684 4866 2742670 281456 2553746 2461214 278201 0 2882830 2877279 34241 39119 11498 11498 3125700 3125700 -128194 7584 3043245 3183901 X -160415 -306622 -160415 -306622 2882830 2877279 -146207 0 X 0 1 X 1 0 X X 2 HEARTLAND HOUSING INC 363642952 10 1 0 0 HEARTLAND ALLIANCE FOR HUMAN NEEDS & 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 198000 198000 2544670 281456 2263214 2461214 SECURITY DEPOSITS 6883 DUE TO AFFILIATES 701 7584 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 (THU 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 BEFOR 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 THE 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 87,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,507. 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 XIII, AND SCHEDULE R. HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS 4822 N BROADWAY 2ND FLOOR CHICAGO IL 60640 361877640 SOCIAL SERVICES IL 501(C)(3) LINE 7 N/A 0 HEARTLAND HUMAN CARE SERVICES INC 4822 N BROADWAY 2ND FLOOR CHICAGO IL 60640 364053244 SOCIAL SERVICES IL 501(C)(3) LINE 7 HAHNHR INC 0 HEARTLAND HOUSING INC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 363642952 HOUSING IL 501(C)(3) LINE 10 HAHNHR INC 0 HEARTLAND ALLIANCE HEALTH 4822 N BROADWAY 2ND FLOOR CHICAGO IL 60640 363775696 HEALTH CARE IL 501(C)(3) LINE 7 HAHNHR INC 0 HEARTLAND ALLIANCE INTERNATIONAL LLC 1331 W ALBION AVE CHICAGO IL 60626 300739799 SOCIAL SERVICES IL 501(C)(3) LINE 7 HAHNHR INC 0 ELLIS NEIGHBORHOOD DEVELOPMENT CORPORATION C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 363993195 HOUSING IL 501(C)(3) LINE 12A, I HH INC 1 ARGYLE NEIGHBORHOOD DEVELOPMENT CORPORATION C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 363827013 HOUSING IL 501(C)(3) LINE 12A, I HH INC 1 MAYFIELD LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 364111300 LOW INCOME HOUSING IL N/A N/A 0 0 NORTH AVENUE LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 364407589 LOW INCOME HOUSING IL N/A N/A 0 0 LELAND LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 364440042 LOW INCOME HOUSING IL N/A N/A 0 0 DREXEL JAZZ LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 320062800 LOW INCOME HOUSING IL N/A N/A 0 0 1218 W HIGHLAND LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 261456751 LOW INCOME HOUSING IL N/A N/A 0 0 FOND DU LAC APT LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 271343085 LOW INCOME HOUSING IL N/A N/A 0 0 HOLLYWOOD HOUSE LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 262124251 LOW INCOME HOUSING IL N/A N/A 0 0 HIGHLAND MM LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 261707959 LOW INCOME HOUSING IL N/A N/A 0 0 ROOSEVELT SQR I LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 710953532 LOW INCOME HOUSING IL N/A N/A 0 0 ROOSEVELT SQR II LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 861133215 LOW INCOME HOUSING IL N/A N/A 0 0 VICEROY HOTEL LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 264589189 LOW INCOME HOUSING IL N/A N/A 0 0 LATHROP COM PRT LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 244602442 LOW INCOME HOUSING IL N/A N/A 0 0 HALSTED LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 461389198 LOW INCOME HOUSING IL N/A N/A 0 0 CENTER BUFFUM LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 900851752 LOW INCOME HOUSING IL N/A N/A 0 0 RETHKE WA LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 364793011 LOW INCOME HOUSING IL N/A N/A 0 0 DIVERSEY LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 472301048 LOW INCOME HOUSING IL N/A N/A 0 0 TREE LANE APTS LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 384011223 LOW INCOME HOUSING IL N/A N/A 0 0 ST ANTHONY'S APTS C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 611800174 LOW INCOME HOUSING IL N/A N/A 0 0 WARREN ASHLAND LP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 823414463 LOW INCOME HOUSING IL N/A N/A 0 0 1715 N 37TH ST LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 842544047 LOW INCOME HOUSING IL N/A N/A 0 0 LELAND NEIGHBORHOOD DEVELPOMENT CORP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 364363803 LOW INCOME HOUSING IL HH INC C 0 MAYFIELD NEIGHBORHOOD DEVELOPMENT CORP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 364111299 LOW INCOME HOUSING IL HH INC C 0 DREXEL NEIGHBORHOOD DEVELOPMENT CORP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 510446339 LOW INCOME HOUSING IL HH INC C 0 NORTH AVENUE NEIGHBORHOOD DEVELOPMENT CORP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 364407591 LOW INCOME HOUSING IL HH INC C 0 HEARTLAND ABLA RENTAL DEVELOPMENT CORP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 300209111 LOW INCOME HOUSING IL HH INC C 0 HEARTLAND ALBA RENTAL II C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 320154610 LOW INCOME HOUSING IL HH INC C 0 HEARTLAND LATHROP LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 453821216 LOW INCOME HOUSING IL HH INC C 0 HOLLYWOOD SHERIDAN NEIGHBORHOOD DEV CORP C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 262124171 LOW INCOME HOUSING IL HH INC C 0 VICEROY GP LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 264588742 LOW INCOME HOUSING IL HH INC C 0 HALSTED GP LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 320391528 LOW INCOME HOUSING IL HH INC C 0 DIVERSEY GP LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 472300962 LOW INCOME HOUSING IL HH INC C 0 WARREN ASHLAND GP LLC C/O DSI 104 KING STREET SUITE 201 MADISON WI 53703 371872821 LOW INCOME HOUSING IL HH INC C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0