HERITAGE COMMUNITY OF KALAMAZOO: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE COMMUNITY OF KALAMAZOO (EIN 38-2758582)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-14
- IRS object ID
- 202331049349301868
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule J
- Schedule K
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T14:40:57-07:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382758582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE COMMUNITY OF KALAMAZOO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 2693821255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 PORTAGE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rachel Olmsted | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 2693821255 | PhoneNum |
| Signature | 2023-04-14 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHEL OLMSTED | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 PORTAGE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,585,829 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGECOMMUNITY.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | COORDINATE AND PLAN ADMINISTRATION OF RELATED ENTITIES AND PERFORM CERTAIN FISCAL AND ADMINISTRATIVE FUNCTIONS FOR THOSE ENTITIES (ALL ARE 501C3 CORPORATIONS) AT CHARGES APPROXIMATING ACTUAL COSTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $495,854 | PYContributionsGrantsAmt |
| CY Contributions Grants | $32,848 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,134,431 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,512,902 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $800 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,206 | PYOtherRevenueAmt |
| CY Other Revenue | $9,748 | CYOtherRevenueAmt |
| PY Total Revenue | $4,614,079 | PYTotalRevenueAmt |
| CY Total Revenue | $4,556,298 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,153,347 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,174,830 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $66,032 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,023,154 | PYOtherExpensesAmt |
| CY Other Expenses | $1,437,504 | CYOtherExpensesAmt |
| PY Total Expenses | $4,176,501 | PYTotalExpensesAmt |
| CY Total Expenses | $4,612,334 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $437,578 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$56,036 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | -$4,324,760 | TotalAssetsBOYAmt |
| Total Assets EOY | -$4,368,318 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $734,781 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $747,259 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$5,059,541 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$5,115,577 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,351,572 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,512,902 | RevenueAmt |
| Desc | Primary Support to Other Organizations | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,351,572 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 105 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL OLMSTED | PersonNm |
| Phone | 2693821255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 PORTAGE STREET | AddressLine1Txt |
| City | KALAMAZOO | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JAY PRINCE | ||||||||
| CEO | 7 | 33 | Yes (X) | $0 | $324,773 | $4,276 | ||
| RACHEL OLMSTED | ||||||||
| CFO | 7 | 33 | Yes (X) | $0 | $200,822 | $4,276 | ||
| PAUL BARBER | ||||||||
| VICE PRESIDENT OF OPERATIONS | 7 | 33 | Yes (X) | $0 | $159,990 | $11,717 | ||
| LINDSAY MORSE | ||||||||
| DIRECTOR OF HEALTH SERVICES | 0 | 40 | $0 | $141,874 | $10,544 | Yes (X) | ||
| MATTHEW SHANKLE | ||||||||
| DIRECTOR OF SALES & MARKETING | 0 | 40 | $0 | $126,502 | $11,717 | Yes (X) | ||
| BELINDA JANSON | ||||||||
| CNA, UPJOHN COMMUNITY CARE CENTER | 0 | 84 | $0 | $129,199 | $5,000 | Yes (X) | ||
| ROXANNE FLETCHER | ||||||||
| DIRECTOR OF IT | 7 | 33 | $0 | $109,510 | $16,221 | Yes (X) | ||
| DAWN NICKRENT | ||||||||
| DIRECTOR OF NURSING | 0 | 40 | $0 | $109,278 | $11,465 | Yes (X) | ||
| DENISE EBERTH | ||||||||
| VICE PRESIDENT, HUMAN RESOURCES | 7 | 33 | Yes (X) | $0 | $101,800 | $0 | ||
| REX L BELL | ||||||||
| BOARD CHAIR | 1 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BOB MILLER | ||||||||
| VICE CHAIR | 1 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM MILLARD | ||||||||
| BOARD TREASURER | 1 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RON CISLER | ||||||||
| DIRECTOR | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| CHERYL KNAPP | ||||||||
| DIRECTOR | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| DAVID HERBEL | ||||||||
| EX OFFICIO | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| LAURA ELLER | ||||||||
| DIRECTOR | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD NAGLE | ||||||||
| DIRECTOR | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| SYDNEY ELLIS | ||||||||
| DIRECTOR | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| JAMES ESCAMILLA | ||||||||
| DIRECTOR | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| DONALD KNEEPKENS | ||||||||
| WYNDHAM RESIDENT REPRESENTATIVE | 1 | 0 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,403,748 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $75,216 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| GREENBRIER DEVELOPMENT | ||||||
| 3232 McKinney Avenue Suite 1160 | Dallas | TX | 75204 | Development Consulting | $689,559 | |
| A PLUS NURSING | ||||||
| 1125 E MILHAM ROAD | KALAMAZOO | MI | 49002 | HEALTHCARE SERVICES | $998,140 | STE C |
| SELECT REHABILITATION | ||||||
| PO BOX 71985 | CHICAGO | IL | 60694 | HEALTHCARE SERVICES | $746,895 | |
| MAXIM HEALTHCARE SERVICES | ||||||
| 12558 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | HEALTHCARE SERVICES | $1,089,193 | |
| LEADERSTAT | ||||||
| 1322 MANNING PKWY SUITE B | POWELL | OH | 43065 | HEALTHCARE SERVICES | $261,743 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $2,267 | GovernmentGrantsAmt |
| All Other Contributions | $30,581 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $32,848 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| MANAGEMENT FEES | 623990 | $4,493,726 | $4,493,726 | $0 | $0 |
| MEMORY CARE LEARNING CENTER | 611710 | $19,176 | $19,176 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,512,902 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,532 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,531 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$17,999 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,999 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$17,999 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $800 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $800 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,747 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,747 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,556,298 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,523,450 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,023,397 | TotalAmt |
| Management And General | $1,023,397 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,625,406 | TotalAmt |
| Program Services | $815,735 | ProgramServicesAmt |
| Management And General | $757,013 | ManagementAndGeneralAmt |
| Fundraising | $52,658 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,246 | TotalAmt |
| Program Services | $7,101 | ProgramServicesAmt |
| Management And General | $17,871 | ManagementAndGeneralAmt |
| Fundraising | $2,274 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,000 | TotalAmt |
| Program Services | $104,651 | ProgramServicesAmt |
| Management And General | $204,813 | ManagementAndGeneralAmt |
| Fundraising | $6,536 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,781 | TotalAmt |
| Program Services | $63,889 | ProgramServicesAmt |
| Management And General | $114,328 | ManagementAndGeneralAmt |
| Fundraising | $4,564 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,306 | TotalAmt |
| Management And General | $44,306 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325 | TotalAmt |
| Management And General | $325 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $471,233 | TotalAmt |
| Program Services | $24,605 | ProgramServicesAmt |
| Management And General | $446,628 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,822 | TotalAmt |
| Management And General | $30,822 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,233 | TotalAmt |
| Program Services | $26,586 | ProgramServicesAmt |
| Management And General | $33,647 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,083 | TotalAmt |
| Management And General | $148,083 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,825 | TotalAmt |
| Program Services | $29,550 | ProgramServicesAmt |
| Management And General | $9,275 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,826 | TotalAmt |
| Program Services | $2,421 | ProgramServicesAmt |
| Management And General | $405 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,584 | TotalAmt |
| Program Services | $425 | ProgramServicesAmt |
| Management And General | $20,159 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $899 | TotalAmt |
| Program Services | $899 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,878 | TotalAmt |
| Program Services | $241,878 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,164 | TotalAmt |
| Management And General | $76,164 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $50,806 | $33,832 | $16,974 | $0 |
| RECRUITMENT | $95,751 | $0 | $95,751 | $0 |
| DUES & SUBSCRIPTIONS | $30,555 | $0 | $30,555 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,214 | TotalAmt |
| Management And General | $124,214 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,612,334 | TotalAmt |
| Program Services | $1,351,572 | ProgramServicesAmt |
| Management And General | $3,194,730 | ManagementAndGeneralAmt |
| Fundraising | $66,032 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,669,112 | BOYAmt |
| EOY | $1,262,588 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,827 | BOYAmt |
| EOY | $53,793 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,985 | BOYAmt |
| EOY | $80,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,368,674 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $896,811 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,377,157 | BOYAmt |
| EOY | $3,471,863 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$8,529,841 | BOYAmt |
| EOY | -$9,236,741 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,324,760 | BOYAmt |
| EOY | -$4,368,318 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400,262 | BOYAmt |
| EOY | $236,997 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,569 | BOYAmt |
| EOY | $109,901 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,950 | BOYAmt |
| EOY | $400,361 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $734,781 | BOYAmt |
| EOY | $747,259 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,059,541 | BOYAmt |
| EOY | -$5,120,850 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,273 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$5,059,541 | BOYAmt |
| EOY | -$5,115,577 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,324,760 | BOYAmt |
| EOY | -$4,368,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$56,036 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 7 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (7 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| DIRECTORS HALL | ||||
| 264576739 | 10 | Yes (1) | $386,032 | $0 |
| HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION | ||||
| 382775795 | 10 | Yes (1) | $194,929 | $0 |
| HAROLD & GRACE UPJOHN COMMUNITY CARE CENTER | ||||
| 381493964 | 10 | Yes (1) | $1,160,106 | $0 |
| WYNDHAM | ||||
| 382872875 | 10 | Yes (1) | $1,242,365 | $0 |
| AMBER WAY-WYNDHAM WEST | ||||
| 383470397 | 10 | Yes (1) | $661,113 | $0 |
| HERITAGE AT HOME | ||||
| 823718019 | 10 | Yes (1) | $49,304 | $0 |
| REVEL CREEK | ||||
| 843276264 | 10 | Yes (1) | $799,734 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 7 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,493,583 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,168,925 | BeginningYearBalanceAmt |
| Contributions | $35,511 | ContributionsAmt |
| Investment Earnings Or Losses | -$280,425 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $47,782 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,876,229 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,711,896 | BeginningYearBalanceAmt |
| Contributions | $21,419 | ContributionsAmt |
| Investment Earnings Or Losses | $495,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $59,854 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,168,925 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,663,252 | BeginningYearBalanceAmt |
| Contributions | $73,060 | ContributionsAmt |
| Investment Earnings Or Losses | $32,615 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $57,031 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,711,896 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,518,118 | BeginningYearBalanceAmt |
| Contributions | $109,310 | ContributionsAmt |
| Investment Earnings Or Losses | $89,015 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $53,191 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,663,252 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,142,365 | BeginningYearBalanceAmt |
| Contributions | $271,375 | ContributionsAmt |
| Investment Earnings Or Losses | $104,379 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $1,518,119 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.18 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $894,912 | OtherCostOrOtherBasisAmt |
| Book Value | $894,912 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,785,636 | OtherCostOrOtherBasisAmt |
| Depreciation | $75,851 | DepreciationAmt |
| Book Value | $1,709,785 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,505,355 | OtherCostOrOtherBasisAmt |
| Depreciation | $742,786 | DepreciationAmt |
| Book Value | $762,569 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $182,771 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,174 | DepreciationAmt |
| Book Value | $104,597 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,471,863 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $387,361 |
| PRIORITY CLUB | $9,000 |
| HCK 457F DEFERRED COMP | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $400,361 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,561,374 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $29,531 | OtherRevenueAmt |
| Revenue Not Reported | $29,531 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,531,843 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $0 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $24,455 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $24,455 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,556,298 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,551,343 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $29,528 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,528 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,521,815 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $0 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $90,519 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $90,519 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,612,334 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | ENDOWMENT FUNDS ARE TO BE USED TO SUPPORT THE FOUNDATION AS INDICATED BY THE DONOR |
| Schedule D, Part XI, Line 2d | RENTAL EXPENSE |
| Schedule D, Part XI, Line 4b | INCREASE IN NET ASSETS WITH DONOR RESTRICTIONS PLUS MEMORY CARE LEARNING CENTER REVENUE RECORDED SEPARATELY ON AUDITED FINANCIAL STATEMENTS. |
| Schedule D, Part XII, Line 2d | RENTAL EXPENSE |
| Schedule D, Part XII, Line 4b | MEMORY CARE LEARNING CENTER EXPENSE RECORDED SEPARATELY ON AUDITED FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAY PRINCE | ||||||||||||||
| CEO | $294,991 | $0 | $29,782 | $0 | $0 | $0 | $0 | $0 | $4,276 | $0 | $329,049 | $0 | $0 | $0 |
| RACHEL OLMSTED | ||||||||||||||
| CFO | $180,011 | $0 | $20,812 | $0 | $0 | $0 | $0 | $0 | $4,276 | $0 | $205,099 | $0 | $0 | $0 |
| PAUL BARBER | ||||||||||||||
| VICE PRESIDENT OF OPERATIONS | $144,877 | $0 | $15,113 | $0 | $0 | $0 | $0 | $0 | $11,717 | $0 | $171,707 | $0 | $0 | $0 |
| LINDSAY MORSE | ||||||||||||||
| DIRECTOR OF HEALTH SERVICES | $0 | $131,197 | $0 | $10,677 | $0 | $0 | $0 | $0 | $0 | $10,544 | $0 | $152,418 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 | A FORMAL REVIEW PROCESS AND COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES |
| Schedule J, Part I, Line 7 | BONUSES BASED ON OPERATIONAL GOALS AND AT THE DISCRETION OF THE BOARD OF DIRECTORS |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Business Name Line2IssuerName/BusinessNameLine2Txt | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| A | OF THE CITY OF KALAMAZOO | 521311620 | 2019-09-05 | $18,885,000 | REFINANCE | Yes (1) | 0 | 0 |
| ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| B | OF THE CITY OF KALAMAZOO | 521311620 | 2020-09-01 | $47,850,000 | FINANCE | Yes (1) | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,310,000 | $288,615 | $18,885,000 | $1,413,269 | $0 | $0 | $585,505 | $0 | $0 | $0 | $0 | $0 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $0 | $2,609,092 | $47,850,000 | $3,218,255 | $4,106,496 | $0 | $1,263,688 | $0 | $0 | $0 | $0 | $0 | 2020 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | THE MEMORY CARE LEARNING CENTER LLC WAS ADDED TO HERITAGE COMMUNITY OF KALAMAZOO IN FISCAL YEAR 2022. THE MEMORY CARE LEARNING CENTER IS FOR THE EDUCATION AND SUPPORT OF DEMENTIA AND ALZHEIMERS CARETAKERS. |
| Form 990, Part VI, Section A, Line 7a | MEMBERS OF THE BOARD OF DIRECTORS ELECT/APPOINT NEW MEMBERS FOR A THREE YEAR TERM AT THE ANNUAL MEETING |
| Form 990, Part VI, Section B, Line 11b | A COPY OF THE 990 WAS REVIEWED BY THE CFO PRIOR TO FILING THE RETURN |
| Form 990, Part VI, Section B, Line 12c | THE BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM EACH YEAR ACKNOWLEDGING RECEIPT OF THE CONFLICT OF INTEREST POLICY AND DISCLOSURE OF ANY POTENTIAL CONFLICTS. BOARD MEMBERS HAVING A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN MAKING A BUSINESS DECISION TO COMMIT THE ORGANIZATION'S RESOURCES. ANY BOARD MEMBER HAVING A CONFLICT MUST ALSO ABSTAIN FROM VOTING ON RELEVANT SUBJECTS WHICH IS REFLECTED IN THE BOARD MINUTES. THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS ANNUALLY. |
| Form 990, Part VI, Section B, Line 15 | A FORMAL REVIEW PROCESS AND COMPARABILITY DATA PROVIDED BY HUMAN RESOURCES |
| Form 990, Part VI, Section C, Line 19 | THE INFORMATION IS PROVIDED TO THE PUBLIC UPON REQUEST. |
| Form 990, Part IX, Line 11g | CONTRACTED SERVICES FOR MARKETING, HUMAN RESOURCES, AND CONSULTING WERE REQUIRED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DIRECTORS HALL | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 264576739 | ASSISTED LIVING | MI | 501(C)(3) | LINE 10 | HERITAGE COMMUNITY OF KALAMAZOO | 0 |
| HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 382775795 | FOUNDATION | MI | 501(C)(3) | LINE 12A, I | HERITAGE COMMUNITY OF KALAMAZOO | 0 |
| HAROLD & GRACE UPJOHN COMMUNITY CARE CENTER | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 381493964 | SKILLED CARE | MI | 501(C)(3) | LINE 10 | HERITAGE COMMUNITY OF KALAMAZOO | 0 |
| WYNDHAM | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 382872875 | INDEPENDENT LIVING | MI | 501(C)(3) | LINE 10 | HERITAGE COMMUNITY OF KALAMAZOO | 0 |
| AMBER WAY-WYNDHAM WEST | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 383470397 | ASSISTED LIVING | MI | 501(C)(3) | LINE 10 | HERITAGE COMMUNITY OF KALAMAZOO | 0 |
| HERITAGE AT HOME | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 823718019 | AT HOME PERSONAL CARE | MI | 501(C)(3) | LINE 10 | HERITAGE COMMUNITY OF KALAMAZOO | 0 |
| REVEL CREEK | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 843276264 | INDEPENDENT LIVING | MI | 501(C)(3) | LINE 10 | HERITAGE COMMUNITY OF KALAMAZOO | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECTED LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 PORTAGE STREET | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364840673 | EIN |
| Primary Activities | HEALTHCARE TECHNOLOGY | PrimaryActivitiesTxt |
| Legal Domicile State | MI | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE CONNECTED INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | $50 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $50 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.5 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE CONNECTED INC | ||||||||||||
| 2400 PORTAGE STREET | PORTAGE | MI | 49001 | 812989859 | HEALTHCARE TECHNOLOGY | MI | HERITAGE COMMUNITY OF KALAMAZOO | C | $100 | $100 | 1 | 0 |
| HERITAGE MEMORY CARE LEARNING CENTER LLC | ||||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 883210095 | EDUCATION AND SUPPORT FOR ALZHEIMER'S AND DEMENTIA CARETAKERS | MI | HERITAGE COMMUNITY OF KALAMAZOO | C | $100 | $100 | 1 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DIRECTORS HALL | ||
| l | $386,032 | MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES |
| HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION | ||
| l | $194,929 | MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES |
| HAROLD & GRACE UPJOHN COMMUNITY CARE CENTER | ||
| l | $1,160,106 | MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES |
| WYNDHAM | ||
| l | $1,242,365 | MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES |
| REVEL CREEK | ||
| l | $799,734 | MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES |
| AMBER WAY-WYNDHAM WEST | ||
| l | $661,113 | MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES |
| HERITAGE AT HOME | ||
| l | $49,304 | MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INDEPENDENT AUDITED STATEMENTS WERE NOT COMPLETED UNTIL NOVEMBER 30TH, SO A TIMELY EXTENSION WAS FILED. WE ARE WITHIN THE EXTENSION DEADLINE. | ExplanationTxt |