Civic Intelligence

Heritage Community of Kalamazoo

EIN 38-2758582 • 501(c)3 • Kalamazoo, MI

View Organization Page

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

97th percentile

1.28x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

3.21x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

31st percentile

-1.6%

Higher net margin than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$230,509

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

94th percentile

57%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

1.2%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$9,220,614

Up $3,600,320 (+64%) from 2023

Liabilities

Up

$13,556,779

Up $3,428,674 (+34%) from 2023

Net Assets

Up

-$4,336,165

Up $171,646 (+3.8%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin31st percentile

Revenue

Down

$5,656,132

Down $463,140 (-7.6%) from 2023

Expenses

Up

$5,823,753

Up $312,247 (+5.7%) from 2023

Net Income

Down

-$167,621

Down $775,387 (-128%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MAssets 2010: $2,350,163Liabilities 2010: $2,253,459Net Assets 2010: $96,7042010Assets 2011: $2,243,607Liabilities 2011: $2,136,664Net Assets 2011: $106,9432011Assets 2013: $887,915Liabilities 2013: $3,071,384Net Assets 2013: -$2,183,4692013Assets 2014: $1,363,686Liabilities 2014: $3,729,016Net Assets 2014: -$2,365,3302014Assets 2015: -$1,933,851Liabilities 2015: $425,283Net Assets 2015: -$2,359,1342015Assets 2016: -$1,953,195Liabilities 2016: $490,606Net Assets 2016: -$2,443,8012016Assets 2017: -$1,833,956Liabilities 2017: $616,010Net Assets 2017: -$2,449,9662017Assets 2018: -$1,785,500Liabilities 2018: $725,294Net Assets 2018: -$2,510,7942018Assets 2019: -$2,804,777Liabilities 2019: $1,665,001Net Assets 2019: -$4,469,7782019Assets 2020: -$322,138Liabilities 2020: $5,174,981Net Assets 2020: -$5,497,1192020Assets 2021: -$4,324,760Liabilities 2021: $734,781Net Assets 2021: -$5,059,5412021Assets 2022: -$4,368,318Liabilities 2022: $747,259Net Assets 2022: -$5,115,5772022Assets 2023: $5,620,294Liabilities 2023: $10,128,105Net Assets 2023: -$4,507,8112023Assets 2024: $9,220,614Liabilities 2024: $13,556,779Net Assets 2024: -$4,336,1652024

Highlighted filing

2024

Assets$9,220,614
Liabilities$13,556,779
Net Assets-$4,336,165
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,522,2332010Expenses 2011: $2,516,3462011Revenue 2013: $2,293,911Expenses 2013: $2,286,535Net Income 2013: $7,3762013Revenue 2014: $2,683,195Expenses 2014: $2,716,993Net Income 2014: -$33,7982014Revenue 2015: $2,708,131Expenses 2015: $2,701,935Net Income 2015: $6,1962015Revenue 2016: $2,843,982Expenses 2016: $2,928,649Net Income 2016: -$84,6672016Revenue 2017: $3,070,412Expenses 2017: $3,076,577Net Income 2017: -$6,1652017Revenue 2018: $3,318,636Expenses 2018: $3,379,464Net Income 2018: -$60,8282018Revenue 2019: $3,790,310Expenses 2019: $5,749,294Net Income 2019: -$1,958,9842019Revenue 2020: $3,792,552Expenses 2020: $4,819,893Net Income 2020: -$1,027,3412020Revenue 2021: $4,614,079Expenses 2021: $4,176,501Net Income 2021: $437,5782021Revenue 2022: $4,556,298Expenses 2022: $4,612,334Net Income 2022: -$56,0362022Revenue 2023: $6,119,272Expenses 2023: $5,511,506Net Income 2023: $607,7662023Revenue 2024: $5,656,132Expenses 2024: $5,823,753Net Income 2024: -$167,6212024

Highlighted filing

2024

Revenue$5,656,132
Expenses$5,823,753
Net Income-$167,621
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$9,220,614
Liabilities
$13,556,779
Net assets
-$4,336,165
Revenue
$5,656,132
Expenses
$5,823,753
Net income
-$167,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.22$13.6$4.34$5.66$5.82$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.62$10.1$4.51$6.12$5.51$0.61
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.75$5.12$4.56$4.61$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.32$0.73$5.06$4.61$4.18$0.44
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.32$5.17$5.50$3.79$4.82$1.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.80$1.67$4.47$3.79$5.75$1.96
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.73$2.51$3.32$3.38$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.62$2.45$3.07$3.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.49$2.44$2.84$2.93$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.43$2.36$2.71$2.70$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.36$3.73$2.37$2.68$2.72$0.03
2013Summary only. Only limited summary data is available for this year.$0.89$3.07$2.18$2.29$2.29$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$2.14$0.11$2.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$2.25$0.10$2.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$5,674,533
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

Coordinate and plan administration of related entities and perform certain fiscal and administrative functions for those entities (all are 501c3 corporations) at charges approximating actual costs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,078,535$2,791,098▼ $287,437
Cash and Non-Interest-Bearing Accounts$1,535,786$971,710▼ $564,076
Accounts Receivable$667,902$278,953▼ $388,949
Prepaid Expenses and Deferred Charges$97,584$-16,465▼ $114,049
Total Assets$5,620,294$9,220,614▲ $3,600,320
Other Assets Total$240,487$5,195,318▲ $4,954,831
Liabilities
Other Liabilities$9,697,870$13,147,069▲ $3,449,199
Accounts Payable and Accrued Expenses$342,155$344,643▲ $2,488
Mortgage Notes Payable Secured by Investment Property$88,080$65,067▼ $23,013
Total Liabilities$10,128,105$13,556,779▲ $3,428,674
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,284$-5,593▼ $9,877
Net Assets Without Donor Restrictions$-4,512,095$-4,330,572▲ $181,523
Total Net Assets Fund Balance$-4,507,811$-4,336,165▲ $171,646
Total Liabilities and Net Assets / Fund Balance$5,620,294$9,220,614▲ $3,600,320

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,454,872$302,400$1,757,272
Equipment$398,640$1,111,881$1,510,521
Land$860,400-$860,400
Other Land Buildings$77,186$100,895$178,081
Leasehold Improvements$0$0$0
Other Assets Org$105,296--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,104,407$149,183▲ $350,761$85,417$2,518,934
2023$1,876,229$0▲ $234,800$6,622$2,104,407
2022$2,168,925$35,511▼ $280,425$47,782$1,876,229
2021$1,711,896$21,419▲ $495,464$59,854$2,168,925
2020$1,663,252$73,060▲ $32,615$57,031$1,711,896
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rachel OlmstedCFOPT$188,795$33,561$222,356
Paul BarberVice President of OperationsPT$162,852$44,922$207,774
Jay PrinceCEOPT$182,957$2,217$185,174
Matthew ShankleVice President of Marketing & Sales--$144,951$144,951
Joan ChumbaRn, Upjohn--$140,104$140,104
Kathryl BowenRn, Upjohn--$134,670$134,670
Amy BarnesControllerPT-$130,861$130,861
Jennifer PiotrowiczSenior Director, Human ResourcesPT-$124,584$124,584

Board Members and Trustees

NameTitle
Rex L BellBoard Chair
Bob MillerVice Chair
William MillardBoard Treasurer
Donna OasDirector
Jack KeiserDirector
James EscamillaDirector
Laura EllerDirector
Sydney EllisDirector
Lindsay MorseDirector of Health Services
Dan RinzemaSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Select RehabilitationHealthcare ServicesPO BOX 71985, STE C, Chicago, IL 60694$580,214
Maxim Healthcare ServicesHealthcare Services12558 COLLECTIONS CENTER DRIVE, Chicago, IL 60693$492,399
LeaderstatHealthcare Services1322 MANNING PKWY SUITE B, Powell, OH 43065$200,007
A Plus NursingHealthcare Services1125 E MILHAM ROAD, Kalamazoo, MI 49002$158,851
Greenbrier DevelopmentDevelopment Consulting3232 McKinney Avenue Suite 1160, Dallas, TX 75204$140,646
Revenue and Support

Revenue Composition

Contributions and Grants
$23,939
Program Service Revenue
$5,587,567
Investment Income
$42,576
Other Revenue
$2,050
All Other Contributions
$23,939
Change in Net Assets
$-167,621

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,490,256
Revenue Not Reported on Financial Statements
$165,876
Revenue Not Reported on Form 990
$18,401
Other Revenue Adjustments
$165,876
Total Revenue per Audited Statements
$5,508,657
Total Revenue per Form 990
$5,656,132
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,539,070
Other Expenses$2,284,683
Total Fundraising Expense$115,130
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,034,992$784,777$95,532$1,915,301
Current Officers, Directors, Trustees, and Key Employees-$968,942-$968,942
Fees for Services Other$63,112$687,580-$750,692
Other Employee Benefits$147,461$265,340$12,648$425,449
Depreciation Depletion$320,018--$320,018
Information Technology-$222,772-$222,772
Payroll Taxes$76,470$121,945$6,950$205,365
Fees for Services Management-$184,353-$184,353
Other Expenses$0$148,587$0$148,587
Office Expenses$42,238$89,845-$132,083
Advertising-$52,752-$52,752
Fees for Services Legal-$50,887-$50,887
Conferences and Meetings$1,179$37,092-$38,271
Occupancy$34,599$3,631-$38,230
Pension Plan Contributions$6,027$17,986-$24,013
All Other Expenses-$11,714-$11,714
Insurance-$9,472-$9,472
Interest$3,835--$3,835
Fees for Services Accounting-$3,231-$3,231
Fees for Service Investment Mgmnt Fees-$2,079-$2,079
Travel$1,233--$1,233
Total Functional Expenses$1,770,769$3,937,854$115,130$5,823,753

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,823,753
Total Expenses per Audited Statements$5,670,685
Expenses per Audited Statements$5,652,284
Expenses Not Reported on Financial Statements$171,469
Other Expense Adjustments$171,469
Expenses Not Reported on Form 990$18,401
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due To/from Related Parties$12,638,592
Payroll Liabilities$267,719
Nexdine Startup$129,758
Priority Club$111,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
BEconomic Development Corporation2020-09-01$47,850,000FINANCE
AEconomic Development Corporation2019-09-05$18,885,000REFINANCE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$47,850,000$0$15,765,000$1,263,688
A$18,885,000$0$2,400,000$585,505

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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 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
Heritage Community of Kalamazoo
EIN
38-2758582
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001

Signing Officer

Name
Amy Barnes
Title
Interim CFO
Phone
2693821255
Signed
2025-04-30

Organization Details

Principal Officer
Rachel Olmsted
Formed
1989
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
66
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contracted services for marketing, it, dietary management, and consulting were required.”

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

“RENTAL EXPENSE”

Schedule D, Part XI, Line 4B

“Decrease in net assets with donor restrictions, memory care learning center revenue, and gain on sale of asset recorded separately on audited financial statements.”

Schedule D, Part XII, Line 2D

“RENTAL EXPENSE”

Schedule D, Part XII, Line 4B

“Memory care learning center revenue and gain on sale of asset recorded separately on audited financial statements.”

Raw XML AppendixShowing 400 of 1,107 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0342155
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0344643
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IRS990/AccountsReceivableGrp/EOYAmt0278953
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COORDINATE AND PLAN ADMINISTRATION OF RELATED ENTITIES AND PERFORM CERTAIN FISCAL AND ADMINISTRATIVE FUNCTIONS FOR THOSE ENTITIES (ALL ARE 501C3 CORPORATIONS) AT CHARGES APPROXIMATING ACTUAL COSTS.
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IRS990/AuditCommitteeInd01
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IRS990/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049001
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IRS990/BusinessRlnWithFamMemInd00
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IRS990/ChangeToOrgDocumentsInd00
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IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0968942
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21322 MANNING PKWY SUITE B
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2LEADERSTAT
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3A PLUS NURSING
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IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd01
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IRS990/EmploymentTaxReturnsFiledInd01
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IRS990/FeesForServicesAccountingGrp/TotalAmt03231
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IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF HEALTH SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT OF MARKETING & SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt5RN, UPJOHN
IRS990/Form990PartVIISectionAGrp/TitleTxt6RN, UPJOHN
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