AMBER WAY-WYNDHAM WEST: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- AMBER WAY-WYNDHAM WEST (EIN 38-3470397)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-27
- IRS object ID
- 201131179349300033
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-27T15:33:48-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plante & Moran PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TRADE CENTRE WAY STE 300 | AddressLine1 |
| City | PORTAGE | City |
| State | MI | State |
| ZIP Code | 49002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383470397 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMBER WAY-WYNDHAM WEST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMBE | NameControl |
| Phone | 2693821255 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 PORTAGE STREET | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY S BUIST | Name |
| Title | CFO | Title |
| Phone | 2693821255 | Phone |
| Date Signed | 2011-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol LaLonde CPA | Name |
| Phone | 2695674500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD BRISCOE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 PORTAGE STREET | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2886788 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.HERITAGECOMMUNITY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | MI | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE ASSISTED LIVING SERVICES TO WYNDHAM WEST AND CARE FOR ALZHEIMERS AND RELATED DEMENITA DISEASES AT AMBER WAY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 92 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2842414 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2857834 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 35288 | InvestmentIncomePriorYear |
| Investment Income Current Year | -4911 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 18911 | OtherRevenuePriorYear |
| Other Revenue Current Year | 24279 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2896613 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2877202 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1206043 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1325284 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1653059 | OtherExpensePriorYear |
| Other Expenses Current Year | 1631960 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2859102 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2957244 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 37511 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -80042 | RevenuesLessExpensesCY |
| Total Assets BOY | 9000971 | TotalAssetsBOY |
| Total Assets EOY | 8717140 | TotalAssetsEOY |
| Total Liabilities BOY | 10246724 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10017543 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -1245753 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -1300403 | NetAssetsOrFundBalancesEOY |
| Mission Description | WE CELEBRATE LIFE AND HONOR THE SOUL. WE BELIEVE IN OUR COMMUNITY, AN INDIVIDUALS DIGNITY AND PROVIDING COMPASSIONATE CARE. WE, AT ALL TIMES, STRIVE TO TREAT OTHERS AS THEY WOULD LIKE TO BE TREATED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2599521 | Expense |
| Revenue | 2865334 | Revenue |
| Description | TO PROVIDE ASSISTED LIVING CARE AND ALZHEIMERS DEMENTIA CARE. | Description |
| Total Program Service Expense | 2599521 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 92 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA HARPER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2693821255 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 PORTAGE STREET | AddressLine1 |
| City | KALAMAZOO | City |
| State | MI | State |
| ZIP Code | 49001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| REBECCA DAVIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT DOUD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LINDA DEPTA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| M PATRICIA FUEHR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PHILLIP GREEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHRISTOPHER HAENICKE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JERRY MEINZINGER | |||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| WILLIAM MILLARD | |||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| RICHARD NAGLE | |||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X | |
| THOMAS SCHLUETER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN SCHREUDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RHONDA YELLIG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEAN SCOTT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD BRISCOE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES R KNEEN | |||||||
| CEO | 1.00 | 0 | 202290 | 706 | X | X | |
| TIMOTHY S BUIST | |||||||
| CFO | 1.00 | 0 | 105014 | 5709 | X | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 307304 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 6415 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON MANAGEMENT | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 102289 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30342 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DINING SERVICE | DescriptionOfServices |
| Compensation | 183075 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PROGRAM SERVICE INCOME | 624100 | 2778826 | 2778826 |
| CONTRACTED SERVICE INC | 541900 | 66972 | 66972 |
| HOME HEALTH/MEDICAL SU | 621610 | 12036 | 12036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2857834 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4675 | TotalRevenueColumn |
| Exclusion | $4,675 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7500 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7500 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7500 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7500 | RelatedOrExemptFunctionIncome |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8075 | Securities |
| Other | 1511 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8075 | Securities |
| Other | -1511 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9586 | TotalRevenueColumn |
| Exclusion | -$9,586 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| MISCELLANEOUS INCOME | 900099 | 11919 | $11,919 |
| FOOD SALES | 722210 | 4737 | $4,737 |
| TELEPHONE INCOME | 900099 | 123 | $123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 16779 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2877202 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2865334 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $11,868 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1127098 | Total |
| Program Services | 1029983 | ProgramServices |
| Management And General | 97115 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3891 | Total |
| Program Services | 3891 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112871 | Total |
| Program Services | 96052 | ProgramServices |
| Management And General | 16819 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81424 | Total |
| Program Services | 74849 | ProgramServices |
| Management And General | 6575 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164 | Total |
| Management And General | 164 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10796 | Total |
| Management And General | 10796 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420711 | Total |
| Program Services | 353044 | ProgramServices |
| Management And General | 67667 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21045 | Total |
| Management And General | 21045 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53804 | Total |
| Program Services | 44907 | ProgramServices |
| Management And General | 8897 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274360 | Total |
| Program Services | 194864 | ProgramServices |
| Management And General | 79496 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144 | Total |
| Management And General | 144 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6193 | Total |
| Program Services | 5808 | ProgramServices |
| Management And General | 385 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 494127 | Total |
| Program Services | 494127 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293804 | Total |
| Program Services | 293804 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28196 | Total |
| Program Services | 4350 | ProgramServices |
| Management And General | 23846 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ENTERTAINMENT/OUTINGS | 11951 | 3842 | 8109 |
| MISCELLANEOUS EXPENSE | 8130 | 8130 | |
| LICENSE AND MEMBERSHIP | 6455 | 6455 | |
| SERVICE CONTRACTS | 2080 | 2080 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2957244 | Total |
| Program Services | 2599521 | ProgramServices |
| Management And General | 357723 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5315 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27185 | BOY |
| EOY | 28326 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9720732 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2284553 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7692709 | BOY |
| EOY | 7436179 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275762 | BOY |
| EOY | 1252635 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9000971 | BOY |
| EOY | 8717140 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183084 | BOY |
| EOY | 192622 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9442537 | BOY |
| EOY | 9291754 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 621103 | BOY |
| EOY | 533167 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10246724 | BOY |
| EOY | 10017543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1534126 | BOY |
| EOY | -1588776 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288373 | BOY |
| EOY | 288373 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1245753 | BOY |
| EOY | -1300403 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9000971 | BOY |
| EOY | 8717140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2458183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2549131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2455073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2770680 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2857834 | CurrentTaxYear |
| Total | 13090901 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2458183 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2549131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2455073 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2770680 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2857834 | CurrentTaxYear |
| Total | 13090901 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 13090901 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12175 | CurrentTaxYear |
| Total | 88271 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5970 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25750 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12175 | CurrentTaxYear |
| Total | 88271 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 126684 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 149166 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58356 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 90645 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18254 | CurrentTaxYear |
| Total | 443105 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2590837 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2704460 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2539179 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2899538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2888263 | CurrentTaxYear |
| Total | 13622277 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96100 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96220 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00650 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00640 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9185130 | OtherCostOrOtherBasis |
| Depreciation | 1945479 | Depreciation |
| Book Value | 7239651 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 467343 | OtherCostOrOtherBasis |
| Depreciation | 306767 | Depreciation |
| Book Value | 160576 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68259 | OtherCostOrOtherBasis |
| Depreciation | 32307 | Depreciation |
| Book Value | 35952 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7436179 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BOND ISSUANCE COST | 236719 |
| ENDOWMENT TRUST | 283035 |
| DEBT SERVICE FUND | 645007 |
| SECURITY DEPOSIT | 22749 |
| ESCROW FUND | 53576 |
| LIFECARE TRUST | 11549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1252635 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SECURITY DEPOSIT | $21,800 |
| DUE TO RELATED PARTIES | $17,506 |
| OVERDRAFT | $493,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 533167 | TotalOfAmounts |
| Total Revenue | 2877202 | TotalRevenue |
| Total Expenses | 2957244 | TotalExpenses |
| Excess Or Deficit For Year | -80042 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 23917 | NetUnrealizedGLOnInvestments |
| Other | $1,475 | OtherAmount |
| Total Adjustments | 25392 | TotalAdjustments |
| Excess Or Deficit Per FS | -54650 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XI, Line 8 - Other Adjustments: | Identifier |
| Explanation | TRANSFER FROM AFFILIATE: 1475. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES R KNEEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 115635 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 30714 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 55941 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 706 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 202996 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | JAMES KNEEN, $39,064 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECONOMIC DEVELOPMENT CORPORATION OF THE CITY OF KALAMAZOO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 521311620 | IssuerEIN |
| Date Issued | 2007-05-09 | DateIssued |
| Issue Price | 9635280 | IssuePrice |
| Description Of Purpose | REFINANCE | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 9635280 | TotalProceeds |
| Amount In Reserve Fund | 643336 | AmountInReserveFund |
| Amount Defeased | 7433204 | AmountDefeased |
| Issuance Costs From Proceeds | 287983 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2037 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | THEIR SOLE MEMBER IS HERITAGE COMMUNITY OF KALAMAZOO. |
| Form 990, Part VI, Section A, line 7a | MEMBERS OF THE BOARD OF DIRECTORS CAN ELECT / APPOINT MEMBERS OF THE BOARD TO A THREE YEAR TERM. |
| Form 990, Part VI, Section B, line 11 | A COPY OF THE 990 WAS PROVIDED TO THE BOARD FOR REVIEW 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 COMPARIBILITY DATA IS PROVIDED BY HUMAN RESOURCES. |
| Form 990, Part VI, Section C, line 19 | THE INFORMATION IS PROVIDED TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII | OFFICERS COMPENSATED BY A RELATED ORGANIZATION WORKED AT LEAST AN AVERAGE OF 40 HOURS PER WEEK AT THE RELATED ORGANIZATION. |
| FORM 990, PART XI, LINE 2C | THERE HAS BEEN NO CHANGE IN PROCESS FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE COMMUNITY OF KALAMAZOO | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 382758582 | CORPORATE OFFICE | MI | 501(C)(3) | 11, Type II | N/A | |
| THE MERRILL HOME | ||||||||||
| 474 W LOVELL STREET | KALAMAZOO | MI | 49007 | 382758579 | VACANT | MI | 501(C)(3) | 9 | HERITAGE COMMUNITY OF KALAMAZOO | |
| HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 382775795 | FOUNDATION | MI | 501(C)(3) | 11, type I | HERITAGE COMMUNITY OF KALAMAZOO | |
| GOLDEN AGE NON PROFIT HOUSING CORPORATION | ||||||||||
| 600 GOLDEN DRIVE | KALAMAZOO | MI | 49001 | 237321098 | ASSISTED LIVING | MI | 501(C)(3) | 9 | HERITAGE COMMUNITY OF KALAMAZOO | |
| HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER | ||||||||||
| 2400 PORTAGE STREET | KALAMAZOO | MI | 49001 | 381493964 | SKILLED CARE | MI | 501(C)(3) | 9 | HERITAGE COMMUNITY OF KALAMAZOO | |
| WYNDHAM | ||||||||||
| 2300 PORTAGE STREET | KALAMAZOO | MI | 49001 | 382872875 | INDEPENDENT LIVING | MI | 501(C)(3) | 9 | HERITAGE COMMUNITY OF KALAMAZOO | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| HERITAGE COMMUNITY OF KALAMAZOO | |
| L | 146263 |
| HERITAGE COMMUNITY OF KALAMAZOO | |
| O | 95865 |
| HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER | |
| O | 57811 |