Civic Intelligence

Heritage Community of Kalamazoo Foundation Inc

EIN 38-2775795 • 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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

18th percentile

0.02x

Higher debt load relative to revenue than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

80th percentile

$230,509

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

91st percentile

102%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$8,150,061

Up $1,094,963 (+16%) from 2024

Liabilities

Up

$18,236

Up $10,419 (+133%) from 2024

Net Assets

Up

$8,131,825

Up $1,084,544 (+15%) from 2024

Operations
Liabilities / Revenue18th percentileNet Margin88th percentile

Revenue

Up

$1,084,839

Up $548,126 (+102%) from 2024

Expenses

Up

$576,220

Up $98,559 (+21%) from 2024

Net Income

Up

$508,619

Up $449,567 (+761%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$10M$5.0M$0-$5.0MAssets 2010: $2,158,836Liabilities 2010: $0Net Assets 2010: $2,158,8362010Assets 2011: $2,441,221Liabilities 2011: $906Net Assets 2011: $2,440,3152011Assets 2013: $2,682,824Liabilities 2013: $511Net Assets 2013: $2,682,3132013Assets 2014: $3,003,467Liabilities 2014: $14,878Net Assets 2014: $2,988,5892014Assets 2015: $3,005,674Liabilities 2015: $87,297Net Assets 2015: $2,918,3772015Assets 2016: $3,084,368Liabilities 2016: $250,266Net Assets 2016: $2,834,1022016Assets 2017: $3,786,171Liabilities 2017: $623,790Net Assets 2017: $3,162,3812017Assets 2018: $3,324,780Liabilities 2018: $9,667Net Assets 2018: $3,315,1132018Assets 2019: $4,298,749Liabilities 2019: $2,865Net Assets 2019: $4,295,8842019Assets 2020: $4,860,381Liabilities 2020: $39,537Net Assets 2020: $4,820,8442020Assets 2021: $6,315,178Liabilities 2021: $1,926Net Assets 2021: $6,313,2522021Assets 2022: $5,596,831Liabilities 2022: -$595Net Assets 2022: $5,597,4262022Assets 2023: $6,258,775Liabilities 2023: -$77,413Net Assets 2023: $6,336,1882023Assets 2024: $7,055,098Liabilities 2024: $7,817Net Assets 2024: $7,047,2812024Assets 2025: $8,150,061Liabilities 2025: $18,236Net Assets 2025: $8,131,8252025

Highlighted filing

2025

Assets$8,150,061
Liabilities$18,236
Net Assets$8,131,825
Open 2025 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $68,9142010Expenses 2011: $97,6782011Revenue 2013: $108,391Expenses 2013: $71,988Net Income 2013: $36,4032013Revenue 2014: $269,216Expenses 2014: $200,128Net Income 2014: $69,0882014Revenue 2015: $181,796Expenses 2015: $236,814Net Income 2015: -$55,0182015Revenue 2016: $279,429Expenses 2016: $207,296Net Income 2016: $72,1332016Revenue 2017: $500,654Expenses 2017: $213,932Net Income 2017: $286,7222017Revenue 2018: $914,004Expenses 2018: $400,202Net Income 2018: $513,8022018Revenue 2019: $1,214,432Expenses 2019: $339,969Net Income 2019: $874,4632019Revenue 2020: $1,126,519Expenses 2020: $429,978Net Income 2020: $696,5412020Revenue 2021: $882,899Expenses 2021: $367,052Net Income 2021: $515,8472021Revenue 2022: $672,965Expenses 2022: $290,470Net Income 2022: $382,4952022Revenue 2023: $745,977Expenses 2023: $421,377Net Income 2023: $324,6002023Revenue 2024: $536,713Expenses 2024: $477,661Net Income 2024: $59,0522024Revenue 2025: $1,084,839Expenses 2025: $576,220Net Income 2025: $508,6192025

Highlighted filing

2025

Revenue$1,084,839
Expenses$576,220
Net Income$508,619
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$8,150,061
Liabilities
$18,236
Net assets
$8,131,825
Revenue
$1,084,839
Expenses
$576,220
Net income
$508,619
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.15$0.02$8.13$1.08$0.58$0.51
2024Detailed filing. Detailed filing data is available for this year.$7.06$0.01$7.05$0.54$0.48$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$0.08$6.34$0.75$0.42$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$0.67$0.29$0.38
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.32$0.00$6.31$0.88$0.37$0.52
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.04$4.82$1.13$0.43$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.00$4.30$1.21$0.34$0.87
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.01$3.32$0.91$0.40$0.51
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.62$3.16$0.50$0.21$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.25$2.83$0.28$0.21$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.09$2.92$0.18$0.24$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.01$2.99$0.27$0.20$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.68$0.00$2.68$0.11$0.07$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.10
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.07
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
$1,119,788
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

To foster an interest in assistance for the aged and to support a continuum of care for seniors

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,038,054$5,695,495▲ $657,441
Accounts Receivable$6,440$419,153▲ $412,713
Cash and Non-Interest-Bearing Accounts$461,789$401,752▼ $60,037
Total Assets$7,055,098$8,150,061▲ $1,094,963
Other Assets Total$1,548,815$1,633,661▲ $84,846
Liabilities
Accounts Payable and Accrued Expenses$7,817$18,236▲ $10,419
Total Liabilities$7,817$18,236▲ $10,419
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,606,797$6,430,555▲ $823,758
Net Assets With Donor Restrictions$1,440,484$1,701,270▲ $260,786
Total Net Assets Fund Balance$7,047,281$8,131,825▲ $1,084,544
Total Liabilities and Net Assets / Fund Balance$7,055,098$8,150,061▲ $1,094,963

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$413,715--

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 Pay80th 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 RenterSenior Director of Resident Life and the Mclc$127,340$127,340
Joan ChumbaRn, Upjohn$115,292$115,292
Traci PatnoudeDirector Independent Living$108,391$108,391
Julie DeppnerCEO$81,036$81,036

Board Members and Trustees

NameTitle
Troy CuvelierFoundation Board Chair
Rex BellBoard President
Bob MillerVice Chair
Matthew ShankleVice President of Marketing & Sales
Paul BarberVice President of Operations
William MillardBoard Treasurer
J Joseph Brogger IiDirector
Jack KeiserDirector
Jack SizerDirector
Jamie MelvinDirector
Kim HatchelDirector
Laura EllerDirector
Sidney EllisDirector
Lindsay MorseDirector of Health Services
Dr Tom OwenFoundation Board Member
Helen BogatschowFoundation Board Member
J Joseph Brogger IiFoundation Board Member
Scott SylvesterFoundation Board Member
TERRY O'CONNORFoundation Board Member
Andrew DenooyerFoundation Board Treasurer
Rachel OlmstedChief Financial Officer
Dan RinzemaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$876,509
Program Service Revenue
$0
Investment Income
$243,279
Other Revenue
$-34,949
All Other Contributions
$759,829
Change in Net Assets
$508,619

Audited Revenue Reconciliation

Revenue per Audited Statements
$602,363
Revenue Not Reported on Financial Statements
$482,476
Revenue Not Reported on Form 990
$-172,480
Other Revenue Adjustments
$482,476
Total Revenue per Audited Statements
$429,883
Total Revenue per Form 990
$1,084,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$504,784
Total Fundraising Expense$110,352
Professional Fundraising Fees$71,436
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$281,485--$281,485
Fees for Services Management-$166,699-$166,699
Fees for Services Professional Fundraising--$71,436$71,436
Fees for Service Investment Mgmnt Fees$17,682--$17,682
Other Expenses$0$0$8,680$8,680
Depreciation Depletion--$5,604$5,604
Office Expenses--$2,155$2,155
All Other Expenses--$2,134$2,134
Conferences and Meetings--$1,710$1,710
Travel$2--$2
Total Functional Expenses$299,169$166,699$110,352$576,220

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$576,220
Expenses per Audited Statements$341,927
Expenses Not Reported on Financial Statements$234,293
Other Expense Adjustments$234,293
Total Expenses per Audited Statements$169,447
Expenses Not Reported on Form 990$-172,480
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$71,436
Fundraising Direct Expenses$34,949
Fundraising Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$72,635$72,635$7,301$65,334
Golf Outing$44,045$44,045$1,894$42,151
Total Events$116,680$116,680$34,948$81,732
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
Heritage Community of Kalamazoo Foundation Inc
EIN
38-2775795
Phone
2693821255
Address
2400 Portage Street, KALAMAZOO, MI 49001

Signing Officer

Name
Amy Barnes
Title
CFO
Phone
2692764043
Signed
2026-03-18

Organization Details

Principal Officer
Amy Barnes
Formed
1945
Legal Domicile
Mi
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0
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

“MANAGEMENT FEES”

Schedule D, Part XI, Line 4B

“Net assets released from restrictions for capital purchase, net unrealized gain on investments, net assets released from restrictions for operations, and realized gain on investments”

Schedule D, Part XII, Line 2D

“MANAGEMENT FEES”

Schedule D, Part XII, Line 4B

“Transfer from(to) affiliate and special event expense netted with revenue”

Raw XML AppendixShowing 400 of 1,003 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
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IRS990/Form990PartVIISectionAGrp/PersonNm7BELINDA JANSON
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IRS990/Form990PartVIISectionAGrp/PersonNm9JOAN CHUMBA
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IRS990/Form990PartVIISectionAGrp/PersonNm14WILLIAM MILLARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF HEALTH SERVICES
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/TitleTxt8SENIOR DIRECTOR OF RESIDENT LIFE AND THE MCLC
IRS990/Form990PartVIISectionAGrp/TitleTxt9RN, UPJOHN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR INDEPENDENT LIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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