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 inpatient nursing, hospice, and rehabilitative care facilities, assisted living and continuing care retirement communities, and musical groups and artists with revenues ranging from $5.2 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 | Menno Haven | 501(c)(3) | Chambersburg, PA | ||
| 6 | Lackawanna College | 501(c)(3) | Scranton, PA | ||
| 7 | Jewish Home of Eastern Pennsylvania Elan Skilled Nursing and Rehab A Jewish (JHEP) | 501(c)(3) | Scranton, PA | ||
| 8 | Akron General Health System | 501(c)(3) | Akron, OH | ||
| 9 | Lycoming Community Care | 501(c)(3) | Montoursville, PA | ||
| 10 | Philadelphia Orchestra and Ensemble Arts | 501(c)(3) | Philadelphia, PA | ||
| ... | and 5 more Heartland not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Heartland in the nonprofit sector include Fiduciary Investment Advisors, Caremark, Minnesota Life Insurance Company, Merrill Lynch Life Agency, Transamerica Financial Life Ins Company, Optumrx Inc, Transamerica, Mma Securities LLC, RBC Capital Markets, and Cambridge Investment Research.
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