2026-03-18T11:51:23-07:00 2025-06-30 990 2024-07-01 383470397 AMBER WAY-WYNDHAM WEST AMBE 2693821255 2400 PORTAGE STREET KALAMAZOO MI 49001 Amy Barnes CFO 2692764057 2026-03-18 1 2024 2025-03-06 01:10:19Z MEILLAND SQUARE AMY BARNES 2400 PORTAGE STREET KALAMAZOO MI 49001 4829903 0 X WWW.HERITAGECOMMUNITY.COM X 1999 MI TO PROVIDE ASSISTED LIVING SERVICES TO WYNDHAM WEST AND CARE FOR ALZHEIMERS AND RELATED DEMENTIA DISEASES AT AMBER WAY. 11 11 71 25 0 0 0 0 4317471 4778935 23794 25727 12447 12742 4353712 4817404 0 0 0 0 1979554 2136451 0 0 0 2085630 2115830 4065184 4252281 288528 565123 9647994 9969074 7679481 7435438 1968513 2533636 WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY 0 0 3525133 0 4778935 TO PROVIDE ASSISTED LIVING CARE AND ALZHEIMERS DEMENTIA CARE. 0 0 0 3525133 1 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 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 0 0 0 1 0 0 71 1 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MI X X AMY BARNES 2692764044 2400 PORTAGE STREET KALAMAZOO MI 49001 MATTHEW SHANKLE VICE PRESIDENT OF MARKETING & SALES 1 39 X 0 149030 104604 RACHEL OLMSTED CFO 1 39 X 0 225502 5007 PAUL BARBER COO 1 39 X 0 205296 14604 LINDSAY MORSE DIRECTOR OF HEALTH SERVICES 0 40 X 0 155701 11273 KATHRYL BOWEN RN, UPJOHN 0 51 X 0 140746 0 AMY BARNES CFO 1 39 X 0 121075 14604 JENNIFER PIOTROWICZ VICE PRESIDENT HUMAN RESOURCES 1 39 X 0 132882 0 BELINDA JANSON CNA UPJOHN 0 80 X 0 126614 5725 HEATHER RENTER SR DIRECTOR OF RESIDENT LIFE AND THE MCLC 0 40 X 0 119331 8009 JOAN CHUMBA RN, UPJOHN 0 41 X 0 115292 0 TRACI PATNOUDE DIRECTOR INDEPENDENT LIVING 0 40 X 0 108381 0 JULIE DEPPNER CEO 1 39 X 0 81036 0 REX L BELL BOARD CHAIR 1 0 X X 0 0 0 BOB MILLER BOARD VICE CHAIR 1 0 X X 0 0 0 WILLIAM MILLARD TREASURER 1 0 X X 0 0 0 DAN RINZEMA SECRETARY 1 0 X X 0 0 0 J JOSEPH BROGGER II DIRECTOR 1 0 X 0 0 0 SIDNEY ELLIS DIRECTOR 1 0 X 0 0 0 KIM HATCHEL DIRECTOR 1 0 X 0 0 0 JACK KEISER DIRECTOR 1 0 X 0 0 0 LAURA ELLER DIRECTOR 1 0 X 0 0 0 JAMIE MELVIN DIRECTOR 1 0 X 0 0 0 JACK SIZER DIRECTOR 1 0 X 0 0 0 0 1680886 163826 12 0 1 0 0 0 PROGRAM SERVICE REVENUE 623311 4747840 4747840 0 0 LIFECARE FEES AMORTIZED 623311 1507 1507 0 0 MEDICAL SUPPLY 623311 66 66 0 0 BEAUTY/ BARBER SHOP 812112 24276 24276 0 0 INTERNET 812990 5246 5246 0 0 0 0 0 0 4778935 38226 38226 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12499 0 -12499 -12499 -12499 0 0 12742 12742 0 0 12742 4817404 4817404 0 0 1782995 1782995 2867 2867 238775 238775 111814 111814 554289 0 554289 0 16974 16974 314857 196640 118217 0 98144 98144 539073 501405 37668 0 192 192 0 0 1394 1394 0 0 11620 11620 0 0 411546 411546 SUPPLIES 167214 167214 0 0 BAD DEBT -1 -1 0 0 528 528 0 0 4252281 3525133 727148 0 100 100 53335 59962 17977 64309 10899481 6241428 4871060 4658053 4705522 5186650 9647994 9969074 136300 155414 0 0 7567 6060 7528143 7247002 7471 26962 7679481 7435438 X 1680140 2245263 288373 288373 1968513 2533636 9647994 9969074 565123 0 0 0 0 0 X 0 1 X 1 0 X 332740 174118 479508 0 0 986366 3995725 3957696 3973273 4317470 4778935 21023099 4328465 4131814 4452781 4317470 4778935 22009465 22009465 744 926 24140 40287 38226 104323 744 926 24140 40287 38226 104323 29493 7982 67460 12441 12742 130118 4358702 4140722 4544381 4370198 4829903 22243906 0.98946 0.99016 0.00469 0.00389 X Schedule A, Part III, Line 12 COMMUNITY FEE INCOME, DIETARY FOOD SALES INCOME, AND OTHER MISCELLANEOUS INCOME. 0 0 0 0 0 0 0 0 1 319 319 0 Schedule C, Part II-B, Line 1 HERITAGE COMMUNITY OF KALAMAZOO PAYS A MEMBERSHIP FEE TO LEADING AGE SERVICES OF MICHIGAN AND PART OF THOSE MEMBERSHIP FEES ARE USED TO LOBBY 2518934 85789 342011 0 61813 0 2884921 2104407 149183 350761 0 85417 0 2518934 1876229 0 234800 0 6622 0 2104407 2168925 35511 -280425 0 47782 0 1876229 1711896 21419 495464 0 59854 0 2168925 0.883 0.117 0 0 1 1 0 0 0 0 10248827 5808461 4440366 0 0 0 0 0 380158 306978 73180 0 270496 125989 144507 4658053 DEBT SERVICE RESERVE FUND 606290 PRINCIPAL SERVICE RESERVE FUND 99833 SECURITY DEPOSITS 2500 ASSETS LIMITED TO USE 10817 DUE FROM RELATED PARTIES 4467210 5186650 SECURITY DEPOSIT 2000 PAYROLLL LIABILITIES 24962 26962 4104159 0 0 0 -725745 -725745 4829904 0 -12500 -12500 4817404 3539036 0 0 0 -725745 -725745 4264781 0 -12500 -12500 4252281 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 MANAGEMENT FEES Schedule D, Part XI, Line 4b GAIN/LOSS ON DISPOSAL OF ASSETS Schedule D, Part XII, Line 2d MANAGEMENT FEES Schedule D, Part XII, Line 4b GAIN/LOSS ON SALE OF FIXED ASSETS X X 0 0 0 0 0 0 0 1 0 RACHEL OLMSTED CFO 0 198858 0 26644 0 0 0 0 0 5007 0 230509 0 0 PAUL BARBER COO 0 179728 0 25568 0 0 0 0 0 14604 0 219900 0 0 LINDSAY MORSE DIRECTOR OF HEALTH SERVICES 0 144852 0 10849 0 0 0 0 0 11273 0 166974 0 0 MATTHEW SHANKLE VICE PRESIDENT OF MARKETING & SALES 0 125770 0 23260 0 0 0 0 0 14604 0 163634 0 0 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 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 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 HERITAGE COMMUNITY OF KALAMAZOO 2400 PORTAGE STREET KALAMAZOO MI 49001 382758582 CORPORATE OFFICE MI 501(C)(3) 12, TYPE II N/A 0 DIRECTORS HALL 2400 PORTAGE STREET KALAMAZOO MI 49001 264576739 ASSISTED LIVING MI 501(C)(3) 10 HERITAGE COMMUNITY OF KALAMAZOO 0 HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION 2400 PORTAGE STREET KALAMAZOO MI 49001 382775795 FOUNDATION MI 501(C)(3) 12, TYPE I HERITAGE COMMUNITY OF KALAMAZOO 0 HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER 2400 PORTAGE STREET KALAMAZOO MI 49001 381493964 SKILLED CARE MI 501(C)(3) 10 HERITAGE COMMUNITY OF KALAMAZOO 0 WYNDHAM 2400 PORTAGE STREET KALAMAZOO MI 49001 382872875 INDEPENDENT LIVING MI 501(C)(3) 10 HERITAGE COMMUNITY OF KALAMAZOO 0 HERITAGE AT HOME 2400 PORTAGE STREET KALAMAZOO MI 49001 823718019 AT HOME PERSONAL CARE MI 501(C)(3) 10 HERITAGE COMMUNITY OF KALAMAZOO 0 RIDGE CREEK 2400 PORTAGE STREET KALAMAZOO MI 49001 843276264 INDEPENDENT LIVING MI 501(C)(3) 10 HERITAGE COMMUNITY OF KALAMAZOO 0 CONNECTED LLC 2400 PORTAGE STREET KALAMAZOO MI 49001 364840673 HEALTHCARE TECHNOLOGY MI HERITAGE CONNECTED INC Related 50 50 0 1 0.5 HERITAGE CONNECTED INC 2400 PORTAGE STREET KALAMAZOO 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 & SUPPORT FOR DEMENTIA & ALZHEIMER'S CARETAKERS MI HERITAGE COMMUNITY OF KALAMAZOO C 100 100 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 HERITAGE COMMUNITY OF KALAMAZOO m 725745 MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES. A TIMELY EXTENSION WAS FILED. WE ARE WITHIN THE EXTENSION DEADLINE.