2026-03-18T11:27:06-07:00 2025-06-30 990 2024-07-01 264576739 DIRECTORS HALL DIRE 2693821255 2400 PORTAGE STREET KALAMAZOO MI 49001 Amy Barnes CFO 2693821255 2026-03-18 1 2024 2025-03-06 01:10:19Z HAWTHORN LANDING AMY BARNES 2400 PORTAGE STREET KALAMAZOO MI 49001 4833453 0 X WWW.HERITAGECOMMUNITY.COM X 2010 MI HOUSING AND PERSONAL CARE/ASSISTED LIVING FOR LOW AND MIDDLE INCOME ELDERLY AND/OR PHYSICALLY HANDICAPPED 8 8 108 16 0 0 65578 150463 4466341 4690857 -2724 -16759 -10343 8892 4518852 4833453 0 0 0 0 2513201 2975062 0 0 0 1800672 1804500 4313873 4779562 204979 53891 2027478 1706553 2312356 1937540 -284878 -230987 WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY 0 0 4208517 4690857 HOUSING AND PERSONAL CARE/ASSISTED LIVING FOR LOW AND MIDDLE INCOME ELDERLY AND/OR PHYSICALLY HANDICAPPED 0 0 0 4208517 1 1 0 1 0 0 0 0 0 1 1 0 0 0 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 0 108 1 0 0 0 0 0 0 0 0 X 8 8 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 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 1 39 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 BELL BOARD CHAIR 1 0 X X 0 0 0 BOB MILLER VICE CHAIR 1 0 X X 0 0 0 WILLIAM MILLARD BOARD TREASURER 1 0 X X 0 0 0 DAN RINZEMA SECRETARY 1 0 X X 0 0 0 KIM HATCHEL DIRECTOR 1 0 X 0 0 0 SYDNEY ELLIS DIRECTOR 1 0 X 0 0 0 LAURA ELLER DIRECTOR 1 0 X 0 0 0 JACK KEISER DIRECTOR 1 0 X 0 0 0 0 1680886 73826 13 0 1 0 0 0 0 0 150463 0 0 150463 ROOM AND BOARD 623311 4659931 4659931 0 0 BEAUTY AND BARBER 812112 12576 12576 0 0 COMMUNITY FEE 623311 18350 18350 0 0 0 0 0 0 4690857 0 0 0 -16759 0 0 0 -16759 -16759 -16759 0 0 0 8892 8892 0 0 8892 4833453 4682990 0 0 2507428 2507428 3890 3890 313890 313890 149854 149854 455169 21471 433698 17071 17071 311778 234439 77339 12001 12001 2789 2789 239609 239609 132 132 566 566 711 711 255612 230394 25218 64012 64012 SUPPLIES 419900 418870 1030 BAD DEBT 13284 0 13284 DUES & SUBSCRIPTIONS 6417 6417 0 5449 4833 616 4779562 4208517 571045 0 250 250 396899 210305 20155 16666 3849505 2381864 1598483 1467641 11691 11691 2027478 1706553 129400 147479 917629 840348 1265327 949713 2312356 1937540 X -284878 -230987 0 0 -284878 -230987 2027478 1706553 53891 0 0 0 0 0 X 0 1 X 1 0 X 404296 193601 447918 65578 150463 1261856 3092241 3128932 4167612 4466341 4690857 19545983 3496537 3322533 4615530 4531919 4841320 20807839 20807839 20 16 47 0 0 83 20 16 47 0 0 83 20374 41590 100753 -10343 8892 161266 3516931 3364139 4716330 4521576 4850212 20969188 0.99231 0.99178 0.00000 0.00001 X Schedule A, Part III, Line 12 MEDICAL SUPPLY INCOME, INTERNET SERVICE INCOME, DIETARY FOOD SALES INCOME, LIFE ENRICHMENT LITTLE STORE INCOME, AND OTHER MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 276 276 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 3461045 2060222 1400823 0 0 0 0 0 356270 301937 54333 0 32190 19705 12485 1467641 SECURITY DEPOSIT 2000 LOAN REFINANCE COSST -2605 PAYROLL LIABILITIES -1367 PATIENT TRUST FUNDS 490 DUE TO RELATED PARTIES 951195 949713 4239191 0 0 0 -9641 -9641 4248832 0 584621 584621 4833453 4211701 0 0 0 16760 16760 4194941 0 584621 584621 4779562 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 GAIN/LOSS ON SALE OF ASSET AND TRANSFER TO/FROM AFFILIATE. Schedule D, Part XI, Line 4b MANAGEMENT FEES Schedule D, Part XII, Line 2d GAIN/LOSS ON DISPOSAL OF ASSETS Schedule D, Part XII, Line 4b MANAGEMENT FEES 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) LINE 12, TYPE II N/A 0 HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION 2400 PORTAGE STREET KALAMAZOO MI 49001 382775795 FOUNDATION MI 501(C)(3) LINE 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) LINE 10 HERITAGE COMMUNITY OF KALAMAZOO 0 WYNDHAM 2400 PORTAGE STREET KALAMAZOO MI 49001 382872875 INDEPENDENT LIVING MI 501(C)(3) LINE 10 HERITAGE COMMUNITY OF KALAMAZOO 0 AMBER WAY - WYNDHAM WEST 2400 PORTAGE STREET KALAMAZOO MI 49001 383470397 ASSISTED LIVING MI 501(C)(3) LINE 10 HERITAGE COMMUNITY OF KALAMAZOO 0 HERITAGE AT HOME 2400 PORTAGE STREET KALAMAZOO MI 49001 823718019 AT HOME PERSONAL CARE MI 501(C)(3) LINE 10 HERITAGE COMMUNITY OF KALAMAZOO 0 RIDGE CREEK 2400 PORTAGE STREET KALAMAZOO MI 49001 843276264 INDEPENDENT LIVING MI 501(C)(3) LINE 10 HERITAGE COMMUNITY OF KALAMAZOO 0 CONNECTED LLC 2400 PORTAGE STREET KALAMAZOO MI 49001 364840673 HEALTHCARE TECHNOLOGY MI HERITAGE CONNECTED 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 AND SUPPORT FOR ALZHEIMER'S AND DEMENTIA 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 584621 MANAGEMENT FEES ARE BASED ON THE COST OF PROVIDING MANAGEMENT SERVICES A TIMELY EXTENSION WAS FILED. WE ARE WITHIN THE EXTENSION DEADLINE.