2026-03-18T11:39:17-07:00 2025-06-30 990 2024-07-01 382872875 WYNDHAM WYND 2693821255 2400 PORTAGE STREET KALAMAZOO MI 49001 Amy Barnes CFO 2693821255 2026-03-18 1 2024 2025-03-06 01:10:19Z THE ARTISAN AT HERITAGE AMY BARNES 2400 PORTAGE STREET KALAMAZOO MI 49001 5279287 0 X WWW.HERITAGECOMMUNITY.COM X 1989 MI PROVIDE HOUSING AND HEALTHCARE TO RESIDENTS IN AN INDEPENDENT LIVING APARTMENT FACILITY. 11 11 17 37 0 0 0 0 4293262 4507065 762133 591473 107634 113543 5163029 5212081 0 0 0 0 814649 804175 0 0 0 2626774 2747229 3441423 3551404 1721606 1660677 23387490 26719610 17327634 18015785 6059856 8703825 WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY 0 0 2302107 0 4507065 PROVIDE HOUSING AND HEALTHCARE TO RESIDENTS IN AN INDEPENDENT LIVING APARTMENT FACILITY. 0 0 0 2302107 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 17 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 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 MATTHEW SHANKLE VICE PRESIDENT OF MARKETING & SALES 1 39 X 0 149030 14604 KATHRYL BOWEN RN, UPJOHN 0 51 X 0 140746 0 AMY BARNES CFO 1 39 X 0 121075 14604 JENNIFER PIOTRIOWICZ 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 20 20 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 WILLIAM MILLARD BOARD TREASURER 1 0 X X 0 0 0 BOB MILLER BOARD VICE CHAIR 1 0 X X 0 0 0 DAN RINZEMA SECRETARY 1 0 X X 0 0 0 SIDNEY ELLIS DIRECTOR 1 0 X 0 0 0 J JOSEPH BROGGER II 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 73826 12 0 1 0 0 0 PROGRAM SERVICE REVENUE 623311 3526952 3526952 0 0 LIFECARE FEES 623311 892982 892982 0 0 INTERNET REVENUE 812990 61335 61335 0 0 BEAUTY BARBER SHOP 812112 25796 25796 0 0 0 0 0 0 4507065 596534 596534 0 0 0 0 0 0 0 0 0 0 17569 0 0 0 17569 0 17569 17569 0 0 62145 0 0 67206 62145 -67206 -5061 -5061 0 0 95974 95974 0 0 95974 5212081 5212081 0 0 X 634125 634125 1546 1546 146515 146515 21989 21989 578314 578314 23394 23394 41584 41584 399510 399510 108024 108024 8523 4919 3604 698494 495603 202891 164 164 11875 11875 643550 643550 SUPPLIES 226285 226285 0 0 DUES & SUBSCRIPTIONS 6582 6582 0 0 930 930 3551404 2302107 1249297 0 0 5137 3334 16749 65291 14897838 10263439 4013057 4634399 19352547 22016586 23387490 26719610 458889 231225 8684348 9907406 7723837 7434150 0 460560 443004 17327634 18015785 X 6059856 8703825 0 0 6059856 8703825 23387490 26719610 1660677 983292 0 0 0 0 X 0 1 X 1 0 X 162929 0 218635 0 0 381564 3928009 3905881 4129636 4293262 4507065 20763853 4090938 3905881 4348271 4293262 4507065 21145417 21145417 359257 568275 509810 563808 596534 2597684 359257 568275 509810 563808 596534 2597684 -1235 65435 75611 367375 175687 682873 4448960 4539591 4933692 5224445 5279286 24425974 0.86569 0.88117 0.10635 0.09866 X Schedule A, Part III, Line 12 CATERING INCOME (ONLY OFFERED TO RESIDENTS AND FOR EMPLOYEE APPRECIATION), APPLICATION FEE INCOME, REFURBISHING FEES, REALIZED GAIN ON INVESTMENTS, GARAGE RENTAL INCOME, DIETARY FOOD SALES INCOME, MAINTENANCE SERVICE INCOME, AND OTHER MISCELLANEOUS INCOME. 0 0 0 0 0 0 0 0 1 451 451 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 547520 547520 0 12422464 8898961 3523503 0 0 0 0 0 1398587 1007670 390917 0 529267 356808 172459 4634399 DEBT SERVICE RESERVE FUND 619553 LIFECARE TRUST 14160384 PRINCIPAL SERVICE RESERVE FUND 102016 ENTRANCE FEE DEPOSITS 73346 ASSETS LIMITED TO USE 8434 DUE FROM RELATED PARTIES 7052853 22016586 SECURITY DEPOSIT 14377 ENTRANCE FEE DEPOSITS 36050 PAYROLL LIABILITIES 392577 443004 4307380 0 0 0 -923908 -923908 5231288 0 -19207 -19207 5212081 2693969 0 0 0 -923908 -923908 3617877 0 -66473 -66473 3551404 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 LOSS ON DISPOSAL OF ASSETS AND BENEVOLENT FUNDING TRANSFER TO AFFILIATE Schedule D, Part XII, Line 2d MANAGEMENT FEES Schedule D, Part XII, Line 4b LOSS ON DISPOSAL OF 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. Form 990, Part IX, Line 11g DIETARY, BUILDING, BUILDING REPAIR, BEAUTY & BARBER AND OTHER MISCELLANEOUS CONTRACTED SERVICES 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 AMBER WAY - WYNDHAM WEST 2400 PORTAGE STREET KALAMAZOO MI 49001 383470397 ASSISTED 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 EDUCATE & SUPPORT DEMENTIA & ALZHEIMERS 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 923908 MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES A TIMELY EXTENSION WAS FILED. WE ARE WITHIN THE EXTENSION DEADLINE.