2011-05-16T08:55:45-05:00 2010-06-30 Plante & Moran PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2009-07-01 237320198 GOLDEN AGE NONPROFIT HOUSING CORPORATION GOLD 2693821255 2400 PORTAGE STREET KALAMAZOO MI 49001 TIMOTHY S BUIST 2693821255 2011-05-16 1 Carol LaLonde CPA 2695674500 2009 2016-02-24 21:20:13Z RICHARD BRISCOE 2400 PORTAGE STREET KALAMAZOO MI 49001 2486020 0 X WWW.HERITAGECOMMUNITY.COM X 1970 MI HOUSING AND PERSONAL CARE/ASSISTED LIVING FOR LOW AND MIDDLE INCOME ELDERLY AND/OR PHYSICALLY HANDICAPPED. 14 14 112 50 0 0 184223 2275224 2170970 -399 64019 55941 63511 2330766 2482723 0 0 1477543 1500108 0 0 1203171 1281196 2680714 2781304 -349948 -298581 2199179 2394590 2413681 2904873 -214502 -510283 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 2165948 2170970 HOUSING AND PERSONAL CARE/ASSISTED LIVING FOR LOW AND MIDDLE INCOME ELDERLY AND/OR PHYSICALLY HANDICAPPED. 2165948 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 6 0 1 112 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 223566 1 184223 184223 PROGRAM SERVICE INCOME 624100 2170970 2170970 2170970 67316 67316 3297 -3297 -3297 -3297 TELEPHONE 900099 12413 12413 BEAUTY/BARBER SHOP 900099 3550 3550 HOME HEALTH SERVICE 621610 2753 2753 44795 44795 63511 2482723 2170970 0 127530 1328143 1141209 186934 3752 3127 625 69133 60829 8304 99080 83025 16055 104736 104736 1854 1854 90884 90884 457023 419618 37405 29280 29280 58829 58829 29982 29982 152042 139142 12900 181 181 213485 213485 110107 20510 89597 LIFE ENRICHMENT 20174 20174 MISCELLANEOUS 6619 6619 Bad Debt 6000 6000 2781304 2165948 615356 0 8793 225612 34303 27180 45669 128107 5774222 4356396 1427744 1417826 682670 595865 2199179 2394590 218137 190935 992545 833447 1202999 1880491 2413681 2904873 X -214502 -694506 184223 -214502 -510283 2199179 2394590 X 0 1 1 X 0 X 184223 184223 2543521 2401092 2339533 2275224 2170970 11730340 2543521 2401092 2339533 2275224 2355193 11914563 0 0 0 11914563 3275 5498 5128 2332 67316 83549 3275 5498 5128 2332 67316 83549 67057 21360 46575 55941 63511 254444 2613853 2427950 2391236 2333497 2486020 12252556 0.97240 0.97770 0.00680 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184221 184221 1.00000 0 0 34512 34512 4472370 3283500 1188870 920984 795364 125620 346356 277532 68824 1417826 TENANT SECURITY DEPOSITS 55349 RESERVE AND REPLACEMENT 435470 RESIDUAL RECEIPTS 31928 ESCROW FOR MORTGAGE AND HAZARD INSURANCE 73118 595865 SECURITY DEPOSIT 55451 DUE TO RELATED PARTIES 1825040 1880491 2482723 2781304 -298581 2800 2800 -295781 Part XI, Line 8 - Other Adjustments: TRANSFER FROM AFFILIATE: 2800. 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 Form 990, Part VI, Section A, line 6 THEIR SOLE MEMBER IS HERITAGE COMMUNITY OF KALAMAZOO. Form 990, Part VI, Section A, line 7a The Board of Directors nominate/appoint members at the annual meeting. Form 990, Part VI, Section B, line 11 A COPY OF THE 990 WAS PROVIDED TO THE BOARD 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 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 40 HOURS 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 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 AMBER WAY-WYNDHAM WEST 620 PHILLIPS STREET kALAMAZOO MI 49001 383470397 ASSISTED 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 256473 hERITAGE COMMUNITY OF KALAMAZOO O 151177 HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER L 56988