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Nonprofit · EIN 91-1719617

LAKE CHELAN SENIOR HOUSING INC

Also known as HERITAGE HEIGHTS AT LAKE CHELAN

Tax-exempt · CHELAN, WA 98816

Financials

$2.4M$1.7M2023$3.3M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of LAKE CHELAN SENIOR HOUSING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,293,243$1,715,379$1,577,864$3,466,904$1,553,063$1,913,841
December 31, 2023990$2,423,644$1,701,199$722,445$1,963,312$1,627,335$335,977
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,006,838
of which government grants
$476,915
Program service revenue
$1,314,051
Investment income
-$27,646
Net gain from sales of assets
-$42,645
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$905,380
Salaries, compensation and benefits (total)
$1,016,100
Professional fundraising fees
$0
Legal fees
$736
Accounting fees
$18,000
Occupancy
$57,783
Depreciation
$129,948
Program services (functional)
$1,548,377
Management and general (functional)
$167,002

Balance sheet and other

Total assets, start of year
$1,963,312
Total assets, end of year
$3,466,904
Total liabilities, end of year
$1,553,063
Net assets, end of year
$1,913,841
Land, buildings and equipment
$2,455,318
Publicly traded securities
$2,715
Net assets without donor restrictions
$1,685,623
Net assets with donor restrictions
$228,218
Gross receipts
$3,943,243
Employees
38
Volunteers
9
Year formed
1996
State of legal domicile
WA

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 / weekCompensation
MARIA JAYSTAFF
Highest-paid employee
40$121,805
MELISSA ROBINSBOARD CHAIRMAN
Trustee or director, Officer
10$0
SUSIE HEPNERVICE CHAIR
Trustee or director, Officer
5$0
LESLIE MYERSSECRETARY
Trustee or director, Officer
5$0
SALLY HARPERSECRETARY
Trustee or director, Officer
2$0
STEVE FIRMANTREASURER
Trustee or director, Officer
5$0
MATTHEW RUSSELLMEMBER
Trustee or director
2$0
DAN WEAKLYMEMBER
Trustee or director
1$0
DAN CRANDALLMEMBER
Trustee or director
1$0
MIKE WILLIAMSMEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
MELISSA ROBINSBOARD CHAIRMAN
Trustee or director, Officer
10$0
SUSIE HEPNERVICE CHAIR
Trustee or director, Officer
5$0
LESLIE MYERSSECRETARY
Trustee or director, Officer
5$0
SALLY HARPERSECRETARY
Trustee or director, Officer
2$0
STEVE FIRMANTREASURER
Trustee or director, Officer
1$0
BRUCE BAINMEMBER
Trustee or director
1$0
SHARON LUKACSMEMBER
Trustee or director
1$0
MATTHEW RUSSELLMEMBER
Trustee or director
2$0
DAN WEAKLYMEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
505 E HIGHLAND AVE, CHELAN, WA 98816-8631
Principal officer (990 for 2024)
MELISSA ROBBINS, 505 E HIGHLAND AVE, CHELAN, WA 98816
Signed the 990
MELISSA ROBBINS, BOARD CHAIR
Phone
(509) 682-1998
Return prepared by
LARSON GROSS ADVISORS LLC

Mission

HERITAGE HEIGHTS IS A NOT-FOR-PROFIT, RESIDENT CENTERED, CLOSE KNIT COMMUNITY SUPPORTED BY A CARING, ENGAGED AND COMMITTED PROFESSIONAL STAFF WHO PROVIDE SENIORS ASSISTANCE WITH THE TASKS OF DAILY LIVING WHILE MAINTAINING PERSONAL DIGNITY AND INDEPENDENCE.

990 for the year ended December 31, 2024

Program accomplishments

  • LAKE CHELAN SENIOR HOUSING INC. D/B/A HERITAGE HEIGHTS AT LAKE CHELAN PROVIDES ASSISTED LIVING TO SENIOR ADULTS. THE FACILITY HAS 30 UNITS AND IS LICENSED FOR 32 BEDS. SERVICES PROVIDED INCLUDE SENIOR HOUSING, MEAL SERVICE, AND ASSISTANCE WITH DAILY LIVING ACTIVITIES. AS A NON-PROFIT, THE ASSISTED LIVING FACILITY SERVES A LARGELY RURAL, LOW-INCOME POPULATION IN THE CHELAN VALLEY. EIGHTY PERCENT OF RESIDENTS FALL BELOW EIGHTY PERCENT OF THE MEDIAN INCOME FOR CHELAN COUNTY. HERITAGE HEIGHTS FOLLOWS A RESIDENT-DIRECTED APPROACH TO SENIOR LIVING, IN WHICH THE RESIDENTS ARE ACTIVELY ENGAGED IN DETERMINING THE PROGRAMS AND SERVICE OFFERINGS AND PARTICIPATE IN MAJOR DECISIONS SUCH AS REFURBISHMENT, MENU PLANS, ACTIVITIES, AND HIRING.
    Expenses $1,548,377 · revenue $1,308,465

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
91-1719617
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
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P75)
Assets (IRS master file)
$3,466,904
Income (IRS master file)
$3,943,243

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,293,243$1,715,379$3,466,904XML
990December 2023$2,423,644$1,701,199$1,963,312XML
990December 2022$1,494,606$1,525,180$1,279,426IRS
990December 2021–––IRS
990December 2020–––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 91-1719617).

Questions about LAKE CHELAN SENIOR HOUSING INC

What is the EIN of LAKE CHELAN SENIOR HOUSING INC?
The employer identification number (EIN) of LAKE CHELAN SENIOR HOUSING INC is 91-1719617.
Is LAKE CHELAN SENIOR HOUSING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to LAKE CHELAN SENIOR HOUSING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKE CHELAN SENIOR HOUSING 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 LAKE CHELAN SENIOR HOUSING 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 LAKE CHELAN SENIOR HOUSING 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 LAKE CHELAN SENIOR HOUSING INC?
The 990 for the year ended December 31, 2024 names MELISSA ROBBINS.
Who are the officers and directors of LAKE CHELAN SENIOR HOUSING INC?
The 990 for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $121,805 (MARIA JAY, STAFF).
How much revenue does LAKE CHELAN SENIOR HOUSING INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,293,243, expenses of $1,715,379 and total assets of $3,466,904 at year end.

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