HEARTLAND UNITED WAY INC Charity Report

Public IRS 990 nonprofit record

HEARTLAND UNITED WAY INC

EIN 47-0469492 · Public Foundations (T30)

What they do

to IMPROVE PEOPLES 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 PEOPLES LIVES.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $89.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

88.97%of revenue went to mission work89.5% of expenses · Program services

7.04%of revenue went to fundraising7.1% of expenses

$99.39spent for every $100 of revenueRevenue covered expenses this year.

3.38%of revenue went to management and office costs3.4% of expenses

$2.59in assets for every $1 spent this yearSome assets cannot be spent right away.

89.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,032,248

Mission workProgram services$1,808,18588.97% of revenue89.5% of expenses

ManagementOffice and general costs$68,6493.38% of revenue3.4% of expenses

FundraisingAsking for donations$143,1027.04% of revenue7.1% of expenses

Revenue left after expensesReported annual surplus$12,3120.61% of revenueShown in gray on the chart

Total expenses$2,019,93699.39% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2025CurrentExpense mix: 89.5% mission · 3.4% management · 7.1% fundraisingTotal expenses: 99.39% of revenue

2024Expense mix: 85.5% mission · 4.6% management · 10.0% fundraisingTotal expenses: 88.83% of revenue

2023Expense mix: 83.7% mission · 5.0% management · 11.3% fundraisingTotal expenses: 100.43% of revenue

2022Expense mix: 88.9% mission · 3.8% management · 7.4% fundraisingTotal expenses: 99.40% of revenue

2021Expense mix: 89.7% mission · 3.5% management · 6.8% fundraisingTotal expenses: 94.24% of revenue

2020Expense mix: 91.1% mission · 3.2% management · 5.7% fundraisingTotal expenses: 97.39% of revenue

2019Expense mix: 90.5% mission · 2.9% management · 6.5% fundraisingTotal expenses: 85.55% of revenue

2018Expense mix: 87.6% mission · 5.3% management · 7.0% fundraisingTotal expenses: 100.12% of revenue

Money in and money out

Revenue$2,032,248

Expenses$2,019,936

Annual surplus $12,312 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,808,185 · 89.5% of expenses

Management and office costs$68,649 · 3.4% of expenses

Fundraising$143,102 · 7.1% of expenses

See all reported dollar amounts

Revenue$2,032,248

Expenses$2,019,936

Assets$5,236,601

Income$2,038,843

Contributions$1,823,833

Mission work (program services)$1,808,185

Fundraising$143,102

Grants given$5,940,940

Average grant$37,364

Management and general$68,649

Executive compensation (total)$161,906

Stocks and bonds$1,810,346

Accounting fees$7,025

Investing fees$271

People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (25)

LISA ALBERSBOARD MEMBER

TODD JACOBSONBOARD MEMBER

SUMMER STEPHENSBOARD MEMBER

SHERRI OCALLAGHANBOARD MEMBER

SCOTT GRAFTONBOARD MEMBER

SARAH COVERBOARD MEMBER

SANDRA BARRERABOARD MEMBER

RYAN HANDBOARD MEMBER

NEIL WARDYNBOARD MEMBER

NATALIA DEL CIDBOARD MEMBER

MORGANNE MANIVONGBOARD MEMBER

MIRTA DELGADOBOARD MEMBER

MIKE MORROWBOARD MEMBER

AJ FRUCHTLTREASURER

KEVIN OTTMANBOARD MEMBER

KENT BROWNBD CHAIR

JULIET WRIGHTBOARD MEMBER

JIM PIRNIEBOARD MEMBER

JESSICA CAMPOSBOARD MEMBER

JEREMY GILLAMBOARD MEMBER

EMILY JASNOWSKIBOARD MEMBER

CHIEF KEVIN DENNEYBOARD MEMBER

BRENT GRUMMERTBOARD MEMBER

BRANDON HOTOVYBOARD MEMBER

ANGELA SIMDORN2ND CHAIR

About this charity

Recognized since: January 1963
Location: 1441 N WEBB RD, GRAND ISLAND, NE 68803-2313
County: Hall
In care of: KAREN RATHKE
Primary officer: KAREN RATHKE, PRESIDENT/CPO

How to reach them

WebsiteVisit the charity’s website Phone(308) 382-2675

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: AMGL PC
NTEE classification: Public Foundations (T30)
IRS tax category: Public Foundations
Grant-giving organization: Yes