Nonprofit · EIN 38-1493964
HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER
Tax-exempt · KALAMAZOO, MI 49001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,959,310 | $13,511,459 | -$552,149 | $13,649,455 | $3,094,836 | $10,554,619 |
| June 30, 2024 | 990 | $13,109,374 | $12,944,085 | $165,289 | $14,274,980 | $3,168,212 | $11,106,768 |
| June 30, 2023 | 990 | $12,958,490 | $12,395,158 | $563,332 | $14,012,854 | $3,071,375 | $10,941,479 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $400,456
- of which government grants
- $400,456
- Program service revenue
- $12,568,078
- Investment income
- -$16,739
- Net gain from sales of assets
- -$31,758
- Other revenue
- $7,515
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $5,701,577
- Salaries, compensation and benefits (total)
- $6,760,759
- Professional fundraising fees
- $0
- Legal fees
- $25,634
- Accounting fees
- $62,373
- Occupancy
- $575,072
- Depreciation
- $454,677
- Program services (functional)
- $11,727,509
- Management and general (functional)
- $1,783,950
Balance sheet and other
- Total assets, start of year
- $14,274,980
- Total assets, end of year
- $13,649,455
- Total liabilities, end of year
- $3,094,836
- Net assets, end of year
- $10,554,619
- Land, buildings and equipment
- $2,749,322
- Net assets without donor restrictions
- $10,554,619
- Gross receipts
- $12,991,068
- Employees
- 172
- Volunteers
- 9
- Year formed
- 1964
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RACHEL OLMSTED | CFO Officer | 1 | $0 | $255,502 | $5,007 |
| PAUL BARBER | COO Officer | 1 | $0 | $205,296 | $14,604 |
| LINDSAY MORSE | DIRECTOR OF HEALTH SERVICES Key employee | 40 | $0 | $155,701 | $11,273 |
| MATTHEW SHANKLE | VICE PRESIDENT OF MARKETING & SALES Officer | 1 | $0 | $149,030 | $14,604 |
| KATHRYL BOWEN | RN, UPJOHN Highest-paid employee | 51 | $0 | $140,746 | $0 |
| AMY BARNES | CFO Officer | 1 | $0 | $121,075 | $14,604 |
| JENNIFER PIOTROWICZ | VICE PRESIDENT HUMAN RESOURCES Officer | 1 | $0 | $132,882 | $0 |
| BELINDA JANSON | CNA UPJOHN Highest-paid employee | 80 | $0 | $126,614 | $5,725 |
| HEATHER RENTER | SR DIRECTOR OF RESIDENT LIFE AND THE MCLC Highest-paid employee | 0 | $0 | $119,331 | $8,009 |
| JOAN CHUMBA | RN, UPJOHN Highest-paid employee | 41 | $0 | $115,292 | $0 |
| TRACI PATNOUDE | DIRECTOR INDEPENDENT LIVING Highest-paid employee | 0 | $0 | $108,381 | $0 |
| JULIE DEPPNER | CEO Officer | 1 | $0 | $81,036 | $0 |
| REX L BELL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB MILLER | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM MILLARD | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN RINZEMA | SECRETARY Trustee or director, Officer | 1 | $0 |
| J JOSEPH BROGGER II | DIRECTOR Trustee or director | 1 | $0 |
| SIDNEY ELLIS | DIRECTOR Trustee or director | 1 | $0 |
| KIM HATCHEL | DIRECTOR Trustee or director | 1 | $0 |
| LAURA ELLER | DIRECTOR Trustee or director | 1 | $0 |
| JACK KEISER | DIRECTOR Trustee or director | 1 | $0 |
| JAMIE MELVIN | DIRECTOR Trustee or director | 1 | $0 |
| JACK SIZER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RACHEL OLMSTED | CFO Officer | 1 | $0 | $217,654 | $4,702 |
| PAUL BARBER | VICE PRESIDENT OF OPERATIONS Officer | 1 | $0 | $194,494 | $13,280 |
| JAY PRINCE | CEO Officer | 1 | $0 | $182,957 | $2,217 |
| LINDSAY MORSE | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $0 | $144,378 | $11,368 |
| MATTHEW SHANKLE | VICE PRESIDENT OF MARKETING & SALES Officer | 1 | $0 | $131,671 | $13,280 |
| JOAN CHUMBA | RN, UPJOHN Highest-paid employee | 50 | $0 | $140,104 | $0 |
| KATHRYL BOWEN | RN, UPJOHN Highest-paid employee | 51 | $0 | $134,670 | $0 |
| AMY BARNES | CONTROLLER Highest-paid employee | 1 | $0 | $117,581 | $13,280 |
| JENNIFER PIOTROWICZ | SENIOR DIRECTOR, HUMAN RESOURCES Highest-paid employee | 1 | $0 | $124,584 | $0 |
| REX L BELL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB MILLER | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM MILLARD | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAN RINZEMA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DONNA OAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SIDNEY ELLIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES ESCAMILLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAURA ELLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK KEISER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY PRINCE | CEO Officer | 1 | $0 | $324,773 | $4,276 |
| RACHEL OLMSTED | CFO Officer | 1 | $0 | $200,822 | $4,276 |
| PAUL BARBER | VICE PRESIDENT OF OPERATIONS Officer | 1 | $0 | $159,990 | $11,717 |
| LINDSAY MORSE | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $0 | $141,874 | $10,544 |
| MATTHEW SHANKLE | VICE PRESIDENT OF MARKETING & SALES Officer | 1 | $0 | $126,502 | $11,717 |
| BELINDA JANSON | RN, UPJOHN Highest-paid employee | 84 | $0 | $129,199 | $5,000 |
| ROXANNE FLETCHER | DIRECTOR OF IT Highest-paid employee | 1 | $0 | $109,510 | $16,221 |
| DAWN NICKRENT | DIRECTOR OF NURSING Highest-paid employee | 40 | $0 | $109,278 | $11,465 |
| AMY BARNES | CONTROLLER Highest-paid employee | 1 | $0 | $104,677 | $11,717 |
| DENISE EBERTH | VICE PRESIDENT HUMAN RESOURCES Officer | 1 | $0 | $101,800 | $0 |
| REX L BELL | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB MILLER | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM MILLARD | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RON CISLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD NAGLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SIDNEY ELLIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES ESCAMILLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HERBEL | EX OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| DAN RINZEMA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAURA ELLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL KNAPP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 PORTAGE ST, KALAMAZOO, MI 49001-3728
- Principal officer (990 for 2024)
- AMY BARNES, 2400 PORTAGE STREET, KALAMAZOO, MI 49001
- Signed the 990
- Amy Barnes, CFO
- Phone
- (269) 382-1255
- Website
- WWW.HERITAGECOMMUNITY.COM
Mission
WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY
Program accomplishments
- TO PROVIDE SKILLED NURSING SERVICESExpenses $11,727,509 · revenue $12,568,078
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-1493964
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E910)
- Assets (IRS master file)
- $13,649,455
- Income (IRS master file)
- $12,991,068
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,959,310 | $13,511,459 | $13,649,455 | XML |
| 990 | June 2024 | $13,109,374 | $12,944,085 | $14,274,980 | IRS |
| 990 | June 2023 | $12,958,490 | $12,395,158 | $14,012,854 | XML |
| 990 | June 2022 | $12,144,550 | $11,241,503 | $13,706,615 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-1493964).
Questions about HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER
- What is the EIN of HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER?
- The employer identification number (EIN) of HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER is 38-1493964.
- Is HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER?
- The 990 for the year ended June 30, 2025 names AMY BARNES.
- Who are the officers and directors of HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER?
- The 990 for the year ended June 30, 2025 lists 23 people; 0 received compensation from the organization.
- How much revenue does HAROLD AND GRACE UPJOHN COMMUNITY CARE CENTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,959,310, expenses of $13,511,459 and total assets of $13,649,455 at year end.
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