Heartland is a firm that provides insurance and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in Pennsylvania and Ohio (although they are present in other states as well).
Most Heartland clients are residential intellectual and developmental disability facilities and musical groups and artists with revenues ranging from $4.1 million to $77 million.
Previous legal names, trade names, or just variations of their name include: Heartland LLC; and Heartland and Co..
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Philadelphia Orchestra Association | 501(c)(3) | Philadelphia, PA | ||
| 2 | Citizens Acting Together Can Help (CATCH) | 501(c)(3) | Philadelphia, PA | ||
| 3 | Moravian University | 501(c)(3) | Bethlehem, PA | ||
| 4 | United Church of Christ Homes | 501(c)(3) | Camp Hill, PA | ||
| 5 | Lackawanna College | 501(c)(3) | Scranton, PA | ||
| 6 | Akron General Health System | 501(c)(3) | Akron, OH | ||
| 7 | Erie Homes for Children and Adults (EHCA) | 501(c)(3) | Erie, PA | ||
| 8 | Lycoming Community Care | 501(c)(3) | Montoursville, PA | ||
| 9 | Philadelphia Orchestra and Ensemble Arts | 501(c)(3) | Philadelphia, PA | ||
| 10 | South Dakota State Medical Association (SDSMA) | 501(c)(6) | Sioux Falls, SD | ||
| ... | and 5 more Heartland not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Heartland in the nonprofit sector include Merrill Lynch Life Agency, Blue Cross Blue Shield Of Ma, Minnesota Life Insurance Company, Fiduciary Investment Advisors, Davis Vision, Caremark, Wells Fargo Clearing Services LLC, Optumrx, Inc., Captrust, and Transamerica Financial Life Ins Company.
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