Civic Intelligence

Heartland Animal Shelter Nfp

EIN 16-1617345 • 501(c)3 • Wheeling, IL

Profile

To provide care, humane treatment, and adoption for dogs and cats in need through community outreach, progressive programs, and partnership collaboration.

586 Palwaukee DriveWheeling, IL 60090

www.heartlandanimalshelter.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.07x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

32nd percentile

0.07x

Higher debt load relative to revenue than 32% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

98th percentile

267%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

544%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,308,008

Up $163,422 (+7.6%) from 2023

Liabilities

Down

$523,546

Down $37,181 (-6.6%) from 2023

Net Assets

Up

$1,784,462

Up $200,603 (+13%) from 2023

Revenue

Up

$1,316,265

Up $327,690 (+33%) from 2023

Expenses

Up

$1,204,250

Up $142,473 (+13%) from 2023

Net Income

Up

$112,015

Up $185,217 (+253%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $336,122Liabilities 2011: $149,973Net Assets 2011: $186,1492011Assets 2012: $303,998Liabilities 2012: $93,771Net Assets 2012: $210,2272012Assets 2013: $273,462Liabilities 2013: $32,506Net Assets 2013: $240,9562013Assets 2014: $274,607Liabilities 2014: $34,620Net Assets 2014: $239,9872014Assets 2015: $320,818Liabilities 2015: $49,922Net Assets 2015: $270,8962015Assets 2016: $342,483Liabilities 2016: $42,292Net Assets 2016: $300,1912016Assets 2017: $273,327Liabilities 2017: $41,522Net Assets 2017: $231,8052017Assets 2018: $410,770Liabilities 2018: $38,490Net Assets 2018: $372,2802018Assets 2019: $432,322Liabilities 2019: $50,728Net Assets 2019: $381,5942019Assets 2020: $1,164,931Liabilities 2020: $133,105Net Assets 2020: $1,031,8262020Assets 2021: $1,270,223Liabilities 2021: $30,017Net Assets 2021: $1,240,2062021Assets 2022: $2,163,074Liabilities 2022: $517,523Net Assets 2022: $1,645,5512022Assets 2023: $2,144,586Liabilities 2023: $560,727Net Assets 2023: $1,583,8592023Assets 2024: $2,308,008Liabilities 2024: $523,546Net Assets 2024: $1,784,4622024

Highlighted filing

2024

Assets$2,308,008
Liabilities$523,546
Net Assets$1,784,462

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $546,273Expenses 2011: $370,576Net Income 2011: $175,6972011Revenue 2012: $407,640Expenses 2012: $383,614Net Income 2012: $24,0262012Expenses 2013: $366,5142013Revenue 2014: $372,101Expenses 2014: $373,069Net Income 2014: -$9682014Revenue 2015: $446,766Expenses 2015: $415,857Net Income 2015: $30,9092015Revenue 2016: $489,876Expenses 2016: $461,335Net Income 2016: $28,5412016Revenue 2017: $434,173Expenses 2017: $502,559Net Income 2017: -$68,3862017Revenue 2018: $641,387Expenses 2018: $519,762Net Income 2018: $121,6252018Revenue 2019: $629,193Expenses 2019: $617,179Net Income 2019: $12,0142019Revenue 2020: $1,344,418Expenses 2020: $703,481Net Income 2020: $640,9372020Revenue 2021: $949,592Expenses 2021: $800,351Net Income 2021: $149,2412021Revenue 2022: $1,336,587Expenses 2022: $906,483Net Income 2022: $430,1042022Revenue 2023: $988,575Expenses 2023: $1,061,777Net Income 2023: -$73,2022023Revenue 2024: $1,316,265Expenses 2024: $1,204,250Net Income 2024: $112,0152024

Highlighted filing

2024

Revenue$1,316,265
Expenses$1,204,250
Net Income$112,015

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.52$1.78$1.32$1.20$0.11
2023Summary only. Only limited summary data is available for this year.$2.14$0.56$1.58$0.99$1.06$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.52$1.65$1.34$0.91$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.03$1.24$0.95$0.80$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.13$1.03$1.34$0.70$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.05$0.38$0.63$0.62$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.04$0.37$0.64$0.52$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.04$0.23$0.43$0.50$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.04$0.30$0.49$0.46$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.05$0.27$0.45$0.42$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.03$0.24$0.37$0.37$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.03$0.24$0.37
2012Summary only. Only limited summary data is available for this year.$0.30$0.09$0.21$0.41$0.38$0.02
2011Summary only. Only limited summary data is available for this year.$0.34$0.15$0.19$0.55$0.37$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Sep 24, 2025
Return Version
2023v6.0
Gross Receipts
$1,346,690
Mission and Program Overview

Mission

To provide care, humane treatment, and adoption for dogs and cats in need through community outreach, progressive programs, and partnership collaboration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,312,984$1,310,407▼ $2,577
Savings and Temporary Cash Investments-$482,333-
Investments in Publicly Traded Securities$418,739$363,315▼ $55,424
Pledges and Grants Receivable$234,050--
Cash and Non-Interest-Bearing Accounts$156,495$125,071▼ $31,424
Prepaid Expenses and Deferred Charges$22,318$26,882▲ $4,564
Total Assets$2,144,586$2,308,008▲ $163,422
Liabilities
Other Liabilities$466,265$482,620▲ $16,355
Accounts Payable and Accrued Expenses$92,787$38,776▼ $54,011
Deferred Revenue$1,675$2,150▲ $475
Total Liabilities$560,727$523,546▼ $37,181
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,389,687$1,590,290▲ $200,603
Net Assets With Donor Restrictions$194,172$194,172→ $0
Total Net Assets Fund Balance$1,583,859$1,784,462▲ $200,603
Total Liabilities and Net Assets / Fund Balance$2,144,586$2,308,008▲ $163,422

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,310,407$149,500-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cj SultzPresident
Amy DowneyDirector
Andrew KoponDirector
John FairbairnDirector
Larisa BazanDirector
Paige AndersonDirector
Sharon ZuikerDirector
Suzanne ShapiroDirector
Teri RossiDirector
Chrisopher ProeselSecretary
Thomas BohnTreasurer
Scott HargadonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$990,418
Program Service Revenue
$152,495
Investment Income
$-10,846
Other Revenue
$184,198
All Other Contributions
$990,418
Change in Net Assets
$112,015

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,316,265
Revenue Not Reported on Form 990
$156,841
Total Revenue per Audited Statements
$1,473,106
Total Revenue per Form 990
$1,316,265
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$676,727
Other Expenses$527,523
Total Fundraising Expense$87,842
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$529,823$41,614$45,066$616,503
Occupancy$73,582$4,088$4,088$81,758
Payroll Taxes$51,757$4,065$4,402$60,224
Insurance$33,886$2,681$236$36,803
Depreciation Depletion$32,165--$32,165
Other Expenses$11,734$1,144$2,179$11,734
All Other Expenses$9,016$740$546$10,302
Office Expenses$7,378$830$90$8,298
Fees for Services Accounting-$8,153-$8,153
Travel$2,878$213$213$3,304
Total Functional Expenses$1,052,880$63,528$87,842$1,204,250

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,272,503
Expenses per Audited Statements$1,204,250
Total Expenses per Form 990$1,204,250
Expenses Not Reported on Form 990$68,253
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$214,623
Fundraising Direct Expenses$30,425
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golden Paw Gala$127,311$127,311$27,402$99,909
Slumber Pawty$38,874$38,874-$38,874
Total Events$214,623$214,623$30,425$184,198
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Mortgage Loan$460,541
Compensated Absences$18,779
Deposits$3,300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Founders of the organization

Form 990, Page 6, Part VI, Line 11B

The board reviews the 990 during a board meeting.

Form 990, Page 6, Part VI, Line 12C

The organization requires board members, employees and volunteers to read and acknowledge the conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

The board of directors utilizes resources for comparable compensation data, solicits input from an employee committee and sets the executive director's salary.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Heartland Animal Shelter Nfp
EIN
16-1617345
Phone
8472966400
Address
586 PALWAUKEE DRIVE, WHEELING, IL 60090

Signing Officer

Name
Cj Sultz
Title
President
Phone
8472966400
Signed
2025-09-24

Organization Details

Principal Officer
Thomas Bohn
Formed
2001
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
12
Employees
28
Volunteers
370

Preparer

Firm
Lauterbach & Amen Llp
Address
668 N RIVER RD, NAPERVILLE, IL 60563
Preparer
Ronald J Amen CPA
Phone
6304166900
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Direct events expense 30,425 direct events expense -30,425

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Direct events expense 30,425

Schedule D, Page 4, Part XII, Line 2D

Direct events expense 30,425

Raw XML AppendixShowing 400 of 483 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0TO PROVIDE CARE, HUMANE TREATMENT, AND ADOPTION FOR DOGS AND CATS IN NEED THROUGH COMMUNITY OUTREACH, PROGRESSIVE PROGRAMS, AND PARTNERSHIP COLLABORATION.
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IRS990/OfficeExpensesGrp/FundraisingAmt090
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IRS990/OtherExpensesGrp/Desc2MISC. OPERATING
IRS990/OtherExpensesGrp/Desc3SPECIAL PROJECTS
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01345063
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0231046
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0142303
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0174331
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018688
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt018688
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0-10846
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04450
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt014821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt022455
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IRS990ScheduleA/InvestmentIncomePYPct00.01000
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0927137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01357741
IRS990ScheduleA/Total509Grp/TotalAmt06132578
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01007248
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01360859
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06166576
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/DonatedServicesUseFcltsAmt037828
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IRS990ScheduleD/ExpensesSubtotalAmt01204250
IRS990ScheduleD/NetUnrealizedGainsInvstAmt088588
IRS990ScheduleD/OtherExpensesIncludedAmt030425
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0149500
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01459907
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118779
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt23300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MORTGAGE LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COMPENSATED ABSENCES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEPOSITS
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IRS990ScheduleD/RevenueNotReportedAmt0156841
IRS990ScheduleD/RevenueSubtotalAmt01316265
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0DIRECT EVENTS EXPENSE 30,425
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1DIRECT EVENTS EXPENSE 30,425
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleD/TotalExpensesPerForm990Amt01204250
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01272503
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SLUMBER PAWTY
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt038874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt048438
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt038874
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt048438
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt027402
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FOUNDERS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS THE 990 DURING A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REQUIRES BOARD MEMBERS, EMPLOYEES AND VOLUNTEERS TO READ AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS UTILIZES RESOURCES FOR COMPARABLE COMPENSATION DATA, SOLICITS INPUT FROM AN EMPLOYEE COMMITTEE AND SETS THE EXECUTIVE DIRECTOR'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC

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