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 assisted living and continuing care retirement communities, hospitals, and inpatient nursing, hospice, and rehabilitative care facilities with revenues ranging from $14 million to $62 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 | Londonderry Village (LVBH) | 501(c)(3) | Palmyra, PA | ||
| 8 | Hospice of Central Pennsylvania | 501(c)(3) | Harrisburg, PA | ||
| 9 | Jewish Home of Eastern Pennsylvania Elan Skilled Nursing and Rehab A Jewish (JHEP) | 501(c)(3) | Scranton, PA | ||
| 10 | Akron General Health System | 501(c)(3) | Akron, OH | ||
| ... | and 5 more Heartland not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Heartland in the nonprofit sector include Cambridge Investment Research, Optumrx, Inc., Mma Securities LLC, Transamerica, Raymond James Financial Services, Fiduciary Investment Advisors, Lincoln Financial Group, Minnesota Life Insurance Company, Blue Cross Blue Shield Of Alabama, and Transamerica Financial Life Ins Company.
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