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Nonprofit · EIN 41-1913420

HERITAGE APTS INC

Tax-exempt · SAINT PAUL, MN 55108

Financials

$1.9M$1.7M2023$2.1M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of HERITAGE APTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,061,400$1,742,614$318,786$4,196,605$3,751,457$445,148
December 31, 2023990$1,902,678$1,717,670$185,008$4,141,474$3,883,122$258,352
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,774,823
Investment income
$286,377
Net gain from sales of assets
$237,004
Other revenue
$200

Expenses

Grants and similar amounts paid
$100,000
Other salaries and wages
$301,927
Salaries, compensation and benefits (total)
$450,423
Professional fundraising fees
$0
Legal fees
$4,607
Accounting fees
$14,505
Occupancy
$438,364
Depreciation
$228,707
Program services (functional)
$1,235,919
Management and general (functional)
$506,695

Balance sheet and other

Total assets, start of year
$4,141,474
Total assets, end of year
$4,196,605
Total liabilities, end of year
$3,751,457
Net assets, end of year
$445,148
Land, buildings and equipment
$1,735,860
Publicly traded securities
$1,770,035
Net assets without donor restrictions
$445,148
Gross receipts
$3,935,384
Employees
0
Volunteers
124
Year formed
1998
State of legal domicile
MN

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFF HEINECKEPRESIDENT & CEO
Trustee or director, Officer
1$0$294,614$44,584
TODD FLIFLETCFO
Officer
2$0$189,081$44,992
DEBRA GEORGECHAIR
Trustee or director, Officer
1$0$0$0
DR MICHAEL LOVETTVICE CHAIR
Trustee or director, Officer
1$0$0$0
REV IVY HUSTONVICE CHAIR
Trustee or director, Officer
1$0$0$0
DR MARK KNUDSONTREASURER
Trustee or director, Officer
1$0$0$0
DIANA ROCKSTADSECRETARY
Trustee or director, Officer
1$0$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFF HEINECKEPRESIDENT & CEO
Trustee or director, Officer
1$0$293,425$45,659
TODD FLIFLETCFO
Officer
2$0$166,408$46,268
BRADLEY J JACOBSONCFO (THRU MAY 2023)
Officer
2$0$118,534$22,015
DEBRA GEORGECHAIR
Trustee or director, Officer
1$0$0$0
REV IVY HUSTONVICE CHAIR
Trustee or director, Officer
1$0$0$0
DR MARK KNUDSONTREASURER
Trustee or director, Officer
1$0$0$0
REV MARTIN ERICSONSECRETARY (THRU MAY 2023)
Trustee or director, Officer
1$0$0$0
DIANA ROCKSTADSECRETARY
Trustee or director, Officer
1$0$0$0

Address and contacts

Address (IRS master file)
1415 ALMOND AVE, SAINT PAUL, MN 55108-2507
Principal officer (990 for 2024)
JEFF HEINECKE, 1415 ALMOND AVENUE, ST PAUL, MN 55108
Signed the 990
TODD FLIFLET, CFO
Phone
(651) 646-2941
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

INFLUENCED BY CHRIST, LYNGBLOMSTEN PROVIDES A MINISTRY OF COMPASSIONATE CARE AND INNOVATIVE SERVICES TO OLDER ADULTS IN ORDER TO PRESERVE AND ENHANCE THEIR QUALITY OF LIFE.

990 for the year ended December 31, 2024

Program accomplishments

  • THE HERITAGE APARTMENTS IS A MARKET-RATE ASSISTED LIVING COMMUNITY FOR ADULTS AGES 55+. EIGHTY-THREE OLDER ADULTS WERE SERVED IN 2024. AS AN ASSISTED LIVING COMMUNITY, THE HERITAGE APARTMENTS PROVIDES RESIDENTS WITH ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (ADLS) AND SKILLED-NURSING SERVICES. (SEE THE HERITAGE APARTMENT'S UDALSA FORM FOR A LISTING OF SERVICES.) RESIDENTS ALSO MAY CONTRACT WITH AN AGENCY OF THEIR CHOICE. A SERVICE COORDINATOR ASSISTS RESIDENTS WITH FINDING APPROPRIATE SERVICES/RESOURCES, COMPLETING PAPERWORK, ETC.BRINGING PEACE OF MIND TO THE RESIDENTS AND THEIR FAMILIES. A VARIETY OF OPPORTUNITIES FOR SOCIAL ACTIVITIES ARE AVAILABLE, WHICH ARE COORDINATED BY APARTMENTS STAFF AND LYNGBLOMSTEN'S LIFELONG LEARNING AND THE ARTS DEPARTMENT. INVOLVED MANAGEMENT AND STAFF PROMOTE THE FEELING OF A CARING FAMILY.AS RESIDENTS HAVE BEEN AGING IN PLACE AND BECOMING LESS MOBILE, WE CONTINUE TO EXPLORE WAYS TO MEET THEIR INCREASED NEEDS FOR ACTIVITIES AND SUPPORT.HERITAGE APARTMENTS, INC., IS AFFILIATED WITH LYNGBLOMSTEN AND THE EVANGELICAL LUTHERAN CHURCH IN AMERICA.
    Expenses $1,235,919 · grants $100,000 · revenue $1,774,823

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
41-1913420
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Church
Exempt since
1988
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$4,196,605
Income (IRS master file)
$3,935,384

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,061,400$1,742,614$4,196,605XML
990December 2023$1,902,678$1,717,670$4,141,474XML
990December 2022$1,567,609$1,585,171$3,986,731IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 41-1913420).

Questions about HERITAGE APTS INC

What is the EIN of HERITAGE APTS INC?
The employer identification number (EIN) of HERITAGE APTS INC is 41-1913420.
Is HERITAGE APTS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Which annual return does HERITAGE APTS INC 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 HERITAGE APTS INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERITAGE APTS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of HERITAGE APTS INC?
The 990 for the year ended December 31, 2024 names JEFF HEINECKE.
Who are the officers and directors of HERITAGE APTS INC?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does HERITAGE APTS INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,061,400, expenses of $1,742,614 and total assets of $4,196,605 at year end.

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