E — Health CareEIN: 316041107

Heartland Health & Wellness Fund

Dayton, Ohio

B-Health Score
49B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 1225 peers in Health Care with $100M-$1B revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.04×
Peer Median0.50×
💰
$307.1M
Total Revenue
📊
$306.6M
Total Expenses
🏦
$11.4M
Net Assets
📋
$36.0M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+11.7%
Year-over-year change (2021 → 2022)
Net Margin
+0.2%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.04
Net assets divided by total expenses
Liabilities-to-Assets
75.9%
Total liabilities as % of total assets

Filing History

12 filings on record
YearRevenueExpensesAssets
2022$307,137,938↑12%$306,642,736↑6%$47,418,134↓2%
2021$275,055,970↑17%$288,100,428↑22%$48,145,303↑23%
2020$234,185,508↑21%$236,397,319↑13%$39,238,218↑18%
2019$192,989,870↑12%$210,022,508↑13%$33,236,475↑17%
2018$172,066,451↑7%$186,006,443↑16%$28,481,422↑7%
2017$160,148,373↑4%$159,793,856↑1%$26,635,318
2016$153,512,750↑9%$158,023,680↑6%$26,629,643↓2%
2015$140,280,991↑30%$148,924,644↑11%$27,075,140↓29%
2014$107,578,934↓5%$134,601,225↑18%$38,283,493↓35%
2013$113,443,249↑4%$113,765,602↑6%$58,785,943↓5%
2012$109,057,164↑9%$107,831,825↑9%$61,729,918↑14%
2011$99,920,831$98,742,612$54,186,420

Frequently Asked Questions

What does Heartland Health & Wellness Fund do?▼

Heartland Health & Wellness Fund is a health care nonprofit organization based in Ohio. It is classified under NTEE code E81Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Heartland Health & Wellness Fund financially healthy?▼

Based on our 9-metric Financial Health Score model, Heartland Health & Wellness Fund has a score of 49/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Heartland Health & Wellness Fund generate?▼

Heartland Health & Wellness Fund reports $347.8M in annual revenue and holds $40.9M in total assets, based on IRS filings.

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