2011-04-27T15:33:48-05:00 2010-06-30 Plante & Moran PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2009-07-01 383470397 AMBER WAY-WYNDHAM WEST AMBE 2693821255 2400 PORTAGE STREET KALAMAZOO MI 49001 TIMOTHY S BUIST 2693821255 2011-04-26 1 Carol LaLonde CPA 2695674500 2009 2016-02-24 21:20:13Z RICHARD BRISCOE 2400 PORTAGE STREET KALAMAZOO MI 49001 2886788 0 X WWW.HERITAGECOMMUNITY.COM X 1999 MI TO PROVIDE ASSISTED LIVING SERVICES TO WYNDHAM WEST AND CARE FOR ALZHEIMERS AND RELATED DEMENITA DISEASES AT AMBER WAY. 14 14 92 50 0 0 0 2842414 2857834 35288 -4911 18911 24279 2896613 2877202 0 0 1206043 1325284 0 0 1653059 1631960 2859102 2957244 37511 -80042 9000971 8717140 10246724 10017543 -1245753 -1300403 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. 0 0 2599521 2865334 TO PROVIDE ASSISTED LIVING CARE AND ALZHEIMERS DEMENTIA CARE. 2599521 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 5 0 1 92 1 0 0 0 0 0 0 0 0 0 14 14 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MI X LISA HARPER 2693821255 2400 PORTAGE STREET KALAMAZOO MI 49001 REBECCA DAVIS 1.00 X 0 0 0 ROBERT DOUD 1.00 X 0 0 0 LINDA DEPTA 1.00 X 0 0 0 M PATRICIA FUEHR 1.00 X 0 0 0 PHILLIP GREEN 1.00 X 0 0 0 CHRISTOPHER HAENICKE 1.00 X 0 0 0 JERRY MEINZINGER 1.00 X X 0 0 0 WILLIAM MILLARD 1.00 X X 0 0 0 RICHARD NAGLE 1.00 X X 0 0 0 THOMAS SCHLUETER 1.00 X 0 0 0 JOHN SCHREUDER 1.00 X 0 0 0 RHONDA YELLIG 1.00 X 0 0 0 JEAN SCOTT 1.00 X 0 0 0 RICHARD BRISCOE 1.00 X 0 0 0 JAMES R KNEEN 1.00 X X 0 202290 706 TIMOTHY S BUIST 1.00 X X 0 105014 5709 0 307304 6415 0 0 1 0 MORRISON MANAGEMENT PO BOX 102289 ATLANTA GA 30342 DINING SERVICE 183075 1 PROGRAM SERVICE INCOME 624100 2778826 2778826 CONTRACTED SERVICE INC 541900 66972 66972 HOME HEALTH/MEDICAL SU 621610 12036 12036 2857834 4675 4675 7500 7500 7500 7500 8075 1511 -8075 -1511 -9586 -9586 MISCELLANEOUS INCOME 900099 11919 11919 FOOD SALES 722210 4737 4737 TELEPHONE INCOME 900099 123 123 16779 2877202 2865334 0 11868 1127098 1029983 97115 3891 3891 112871 96052 16819 81424 74849 6575 164 164 10796 10796 420711 353044 67667 21045 21045 53804 44907 8897 274360 194864 79496 144 144 6193 5808 385 494127 494127 293804 293804 28196 4350 23846 ENTERTAINMENT/OUTINGS 11951 3842 8109 MISCELLANEOUS EXPENSE 8130 8130 LICENSE AND MEMBERSHIP 6455 6455 SERVICE CONTRACTS 2080 2080 2957244 2599521 357723 0 5315 27185 28326 9720732 2284553 7692709 7436179 1275762 1252635 9000971 8717140 183084 192622 9442537 9291754 621103 533167 10246724 10017543 X -1534126 -1588776 288373 288373 -1245753 -1300403 9000971 8717140 X 0 1 1 X 0 X 2458183 2549131 2455073 2770680 2857834 13090901 2458183 2549131 2455073 2770680 2857834 13090901 0 0 0 13090901 5970 6163 25750 38213 12175 88271 5970 6163 25750 38213 12175 88271 126684 149166 58356 90645 18254 443105 2590837 2704460 2539179 2899538 2888263 13622277 0.96100 0.96220 0.00650 0.00640 X 9185130 1945479 7239651 467343 306767 160576 68259 32307 35952 7436179 BOND ISSUANCE COST 236719 ENDOWMENT TRUST 283035 DEBT SERVICE FUND 645007 SECURITY DEPOSIT 22749 ESCROW FUND 53576 LIFECARE TRUST 11549 1252635 SECURITY DEPOSIT 21800 DUE TO RELATED PARTIES 17506 OVERDRAFT 493861 533167 2877202 2957244 -80042 23917 1475 25392 -54650 Part XI, Line 8 - Other Adjustments: TRANSFER FROM AFFILIATE: 1475. X X 1 0 0 0 0 0 0 0 0 JAMES R KNEEN 0 115635 0 30714 0 55941 0 0 0 706 0 202996 0 0 Part I, Line 4a JAMES KNEEN, $39,064 ECONOMIC DEVELOPMENT CORPORATION OF THE CITY OF KALAMAZOO 521311620 2007-05-09 9635280 REFINANCE 1 0 9635280 643336 7433204 287983 2037 1 1 1 1 0 0 0 0 1 1 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. 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 HERITAGE COMMUNITY OF KALAMAZOO L 146263 HERITAGE COMMUNITY OF KALAMAZOO O 95865 HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER O 57811