Civic Intelligence

Directors Hall

EIN 26-4576739 • 501(c)3 • Kalamazoo, MI

Profile

We will be the premier senior living provider that celebrates the whole person while embracing families and partnering with the community

2400 Portage StreetKalamazoo, MI 49001

www.heritagecommunity.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

2.53x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.36x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

24th percentile

-8.5%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

98th percentile

$239,884

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

15th percentile

-9.9%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

28th percentile

-4.6%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$1,706,553

Down $320,925 (-16%) from 2024

Liabilities

Down

$1,937,540

Down $374,816 (-16%) from 2024

Net Assets

Up

-$230,987

Up $53,891 (+19%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin24th percentile

Revenue

Up

$4,833,453

Up $314,601 (+7.0%) from 2024

Expenses

Up

$4,779,562

Up $465,689 (+11%) from 2024

Net Income

Down

$53,891

Down $151,088 (-74%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $1,737,831Liabilities 2011: $2,394,070Net Assets 2011: -$656,2392011Assets 2013: $1,748,543Liabilities 2013: $1,563,693Net Assets 2013: $184,8502013Assets 2014: $1,955,405Liabilities 2014: $2,243,149Net Assets 2014: -$287,7442014Assets 2015: $1,951,167Liabilities 2015: $2,088,090Net Assets 2015: -$136,9232015Assets 2016: $2,494,613Liabilities 2016: $2,913,785Net Assets 2016: -$419,1722016Assets 2017: $2,202,991Liabilities 2017: $2,826,506Net Assets 2017: -$623,5152017Assets 2018: $280,503Liabilities 2018: $912,284Net Assets 2018: -$631,7812018Assets 2019: $236,686Liabilities 2019: $909,004Net Assets 2019: -$672,3182019Assets 2020: $617,041Liabilities 2020: $1,179,672Net Assets 2020: -$562,6312020Assets 2021: $534,058Liabilities 2021: $982,416Net Assets 2021: -$448,3582021Assets 2022: $481,110Liabilities 2022: $1,215,899Net Assets 2022: -$734,7892022Assets 2023: $2,444,490Liabilities 2023: $2,934,347Net Assets 2023: -$489,8572023Assets 2024: $2,027,478Liabilities 2024: $2,312,356Net Assets 2024: -$284,8782024Assets 2025: $1,706,553Liabilities 2025: $1,937,540Net Assets 2025: -$230,9872025

Highlighted filing

2025

Assets$1,706,553
Liabilities$1,937,540
Net Assets-$230,987
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $582,8812011Expenses 2013: $2,765,9032013Revenue 2014: $2,288,695Expenses 2014: $2,761,289Net Income 2014: -$472,5942014Revenue 2015: $2,912,400Expenses 2015: $3,020,122Net Income 2015: -$107,7222015Revenue 2016: $3,019,598Expenses 2016: $3,301,847Net Income 2016: -$282,2492016Revenue 2017: $3,076,677Expenses 2017: $3,281,020Net Income 2017: -$204,3432017Revenue 2018: $3,338,039Expenses 2018: $3,346,305Net Income 2018: -$8,2662018Revenue 2019: $3,530,040Expenses 2019: $3,570,577Net Income 2019: -$40,5372019Revenue 2020: $3,548,167Expenses 2020: $3,438,480Net Income 2020: $109,6872020Revenue 2021: $3,516,931Expenses 2021: $3,402,658Net Income 2021: $114,2732021Revenue 2022: $3,355,731Expenses 2022: $3,642,162Net Income 2022: -$286,4312022Revenue 2023: $4,706,078Expenses 2023: $4,461,146Net Income 2023: $244,9322023Revenue 2024: $4,518,852Expenses 2024: $4,313,873Net Income 2024: $204,9792024Revenue 2025: $4,833,453Expenses 2025: $4,779,562Net Income 2025: $53,8912025

Highlighted filing

2025

Revenue$4,833,453
Expenses$4,779,562
Net Income$53,891
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,706,553
Liabilities
$1,937,540
Net assets
-$230,987
Revenue
$4,833,453
Expenses
$4,779,562
Net income
$53,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.71$1.94$0.23$4.83$4.78$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.03$2.31$0.28$4.52$4.31$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.44$2.93$0.49$4.71$4.46$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.48$1.22$0.73$3.36$3.64$0.29
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.98$0.45$3.52$3.40$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.62$1.18$0.56$3.55$3.44$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.24$0.91$0.67$3.53$3.57$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.91$0.63$3.34$3.35$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.20$2.83$0.62$3.08$3.28$0.20
2016Detailed filing. Detailed filing data is available for this year.$2.49$2.91$0.42$3.02$3.30$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.95$2.09$0.14$2.91$3.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.96$2.24$0.29$2.29$2.76$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$1.56$0.18$2.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$2.39$0.66$0.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 18, 2026
Return Version
2024v5.0
Gross Receipts
$4,833,453
Mission and Program Overview

Mission

We will be the premier senior living provider that celebrates the whole person while embracing families and partnering with the community

Housing and personal care/assisted living for low and middle income elderly and/or physically handicapped

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,598,483$1,467,641▼ $130,842
Accounts Receivable$396,899$210,305▼ $186,594
Prepaid Expenses and Deferred Charges$20,155$16,666▼ $3,489
Cash and Non-Interest-Bearing Accounts$250$250→ $0
Total Assets$2,027,478$1,706,553▼ $320,925
Other Assets Total$11,691$11,691→ $0
Liabilities
Other Liabilities$1,265,327$949,713▼ $315,614
Mortgage Notes Payable Secured by Investment Property$917,629$840,348▼ $77,281
Accounts Payable and Accrued Expenses$129,400$147,479▲ $18,079
Total Liabilities$2,312,356$1,937,540▼ $374,816
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-284,878$-230,987▲ $53,891
Total Net Assets Fund Balance$-284,878$-230,987▲ $53,891
Total Liabilities and Net Assets / Fund Balance$2,027,478$1,706,553▼ $320,925

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,400,823$2,060,222$3,461,045
Equipment$54,333$301,937$356,270
Other Land Buildings$12,485$19,705$32,190
Land$0-$0
Leasehold Improvements$0$0$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,518,934$85,789▲ $342,011$61,813$2,884,921
2023$2,104,407$149,183▲ $350,761$85,417$2,518,934
2022$1,876,229$0▲ $234,800$6,622$2,104,407
2021$2,168,925$35,511▼ $280,425$47,782$1,876,229
2020$1,711,896$21,419▲ $495,464$59,854$2,168,925
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Kathryl BowenRn, Upjohn$140,746$140,746
Amy BarnesCFO$135,679$135,679
Jennifer PiotrowiczVice President Human Resources$132,882$132,882
Belinda JansonCNA Upjohn$132,339$132,339
Heather RenterSr Director of Resident Life and the Mclc$127,340$127,340
Joan ChumbaRn, Upjohn$115,292$115,292
Traci PatnoudeDirector, Independent Living$108,381$108,381
Julie DeppnerCEO$81,036$81,036

Board Members and Trustees

NameTitle
Rex BellBoard Chair
Bob MillerVice Chair
Matthew ShankleVice President of Marketing & Sales
William MillardBoard Treasurer
Jack KeiserDirector
Kim HatchelDirector
Laura EllerDirector
Sydney EllisDirector
Lindsay MorseDirector of Health Services
Rachel OlmstedCFO
Paul BarberCOO
Dan RinzemaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$150,463
Program Service Revenue
$4,690,857
Investment Income
$-16,759
Other Revenue
$8,892
All Other Contributions
$0
Change in Net Assets
$53,891

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,248,832
Revenue Not Reported on Financial Statements
$584,621
Revenue Not Reported on Form 990
$-9,641
Other Revenue Adjustments
$584,621
Total Revenue per Audited Statements
$4,239,191
Total Revenue per Form 990
$4,833,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,975,062
Other Expenses$1,804,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,507,428--$2,507,428
Fees for Services Management$21,471$433,698-$455,169
Other Employee Benefits$313,890--$313,890
Fees for Services Other$234,439$77,339-$311,778
Depreciation Depletion$230,394$25,218-$255,612
Occupancy$239,609--$239,609
Payroll Taxes$149,854--$149,854
Insurance$64,012--$64,012
Fees for Services Accounting-$17,071-$17,071
Office Expenses$12,001--$12,001
Other Expenses$6,417$0-$6,417
All Other Expenses$4,833$616-$5,449
Pension Plan Contributions$3,890--$3,890
Information Technology-$2,789-$2,789
Interest$711--$711
Conferences and Meetings$566--$566
Travel$132--$132
Total Functional Expenses$4,208,517$571,045$0$4,779,562

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,779,562
Total Expenses per Audited Statements$4,211,701
Expenses per Audited Statements$4,194,941
Expenses Not Reported on Financial Statements$584,621
Other Expense Adjustments$584,621
Expenses Not Reported on Form 990$16,760
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$951,195
Security Deposit$2,000
Patient Trust Funds$490
Payroll Liabilities$-1,367
Loan Refinance Cosst$-2,605
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

Filer Name
Directors Hall
EIN
26-4576739
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001
Doing Business As
Hawthorn Landing

Signing Officer

Name
Amy Barnes
Title
CFO
Phone
2693821255
Signed
2026-03-18

Organization Details

Principal Officer
Amy Barnes
Formed
2010
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
108
Volunteers
16
Supplemental Narrative

Financial Statement Notes

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”

Raw XML AppendixShowing 400 of 910 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT OF MARKETING & SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt4RN, UPJOHN
IRS990/Form990PartVIISectionAGrp/TitleTxt5CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt7CNA UPJOHN
IRS990/Form990PartVIISectionAGrp/TitleTxt8SR DIRECTOR OF RESIDENT LIFE AND THE MCLC
IRS990/Form990PartVIISectionAGrp/TitleTxt9RN, UPJOHN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR, INDEPENDENT LIVING
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