Heartland Health & Wellness Fund
EIN 316041107 · 501(c)(9) · Public charity · Dayton, OH · recognized 1957
- Assets
- $40.9M
- Revenue
- $348M
- Expenses
- $352M
- Investment income
- $1.3M
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Reinhart Boerner Van Deuren Sc | Legal services | $744,276 |
| Segal Consulting | Consulting | $742,101 |
| Slevin & Hart Pc | Legal services | $462,914 |
| Sikich Llp | Accounting | $247,942 |
| Nan Stewart | $209,125 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Wendell Young | Alternate trustee | $423,601 | $0 |
| Kevin Garvey | Trustee | $370,005 | $37,728 |
| Dan Pedersen | Trustee | $326,368 | $32,338 |
| Bryon O'neal | Alternate trustee | $316,022 | $44,326 |
| Randy Quickel | Chairman | $288,176 | $41,723 |
| Bob Blair | Trustee | $247,392 | $0 |
| Katy Gozalka | Employee | $238,861 | $31,938 |
| Richard Mains Jr | Employee | $168,624 | $41,983 |
| William Mcmanus | Employee | $146,275 | $32,317 |
| Eric Mueller | Employee | $107,081 | $39,521 |
| Jerry Evans | Administrator (thru 1/24) | $66,973 | $9,713 |
| David Blitzstein | Trustee | $0 | $0 |
| Don Sattler | Trustee | $0 | $0 |
| Heather Gray | Alternate trustee | $0 | $0 |
| Steve Yancey | Trustee | $0 | $0 |
| Jessica Offenbacher | Trustee | $0 | $0 |
| Rylan Norris | Trustee | $0 | $0 |
| Rob Francin | Trustee | $0 | $0 |
| Tracy Bartak | Trustee | $0 | $0 |
| Henry Taylor | Secretary | $0 | $0 |
| Mark Federici | Trustee | $0 | $0 |