Civic Intelligence

Wyndham

990 • Fiscal year 2024 • EIN 38-2872875

Jul 01, 2023 to Jun 30, 2024 • Filed on May 01, 2025

Organization ProfileWWW.HERITAGECOMMUNITY.COM
2400 Portage StreetKalamazoo, MI 49001

(269) 382-1255

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.74x

Higher debt load relative to assets than 86% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

3.36x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$222,356

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

6.0%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$23,387,490

Up $3,440,898 (+17%) from 2023

Net Assets

Up

$6,059,856

Up $2,760,247 (+84%) from 2023

Liabilities

Up

$17,327,634

Up $680,651 (+4.1%) from 2023

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin83rd percentile

Revenue

Up

$5,163,029

Up $289,995 (+6.0%) from 2023

Expenses

Up

$3,441,423

Up $6,988 (+0.2%) from 2023

Net Income

Up

$1,721,606

Up $283,007 (+20%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10MAssets 2010: $8,711,824Liabilities 2010: $13,635,464Net Assets 2010: -$4,923,6402010Assets 2011: $8,722,536Liabilities 2011: $13,854,789Net Assets 2011: -$5,132,2532011Assets 2013: $11,147,712Liabilities 2013: $17,318,500Net Assets 2013: -$6,170,7882013Assets 2014: $13,848,058Liabilities 2014: $19,602,875Net Assets 2014: -$5,754,8172014Assets 2015: $17,669,992Liabilities 2015: $23,332,598Net Assets 2015: -$5,662,6062015Assets 2016: $18,424,902Liabilities 2016: $23,651,550Net Assets 2016: -$5,226,6482016Assets 2017: $14,469,449Liabilities 2017: $18,180,374Net Assets 2017: -$3,710,9252017Assets 2018: $15,588,296Liabilities 2018: $17,971,522Net Assets 2018: -$2,383,2262018Assets 2019: $17,199,320Liabilities 2019: $18,484,271Net Assets 2019: -$1,284,9512019Assets 2020: $18,108,490Liabilities 2020: $18,563,579Net Assets 2020: -$455,0892020Assets 2021: $19,745,264Liabilities 2021: $17,165,444Net Assets 2021: $2,579,8202021Assets 2022: $17,989,633Liabilities 2022: $16,887,979Net Assets 2022: $1,101,6542022Assets 2023: $19,946,592Liabilities 2023: $16,646,983Net Assets 2023: $3,299,6092023Assets 2024: $23,387,490Liabilities 2024: $17,327,634Net Assets 2024: $6,059,8562024

Highlighted filing

2024

Assets$23,387,490
Liabilities$17,327,634
Net Assets$6,059,856
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,811,8742010Expenses 2011: $2,982,1792011Revenue 2013: $2,520,636Expenses 2013: $2,969,038Net Income 2013: -$448,4022013Revenue 2014: $2,840,405Expenses 2014: $3,049,189Net Income 2014: -$208,7842014Revenue 2015: $3,257,264Expenses 2015: $3,030,215Net Income 2015: $227,0492015Revenue 2016: $4,010,911Expenses 2016: $3,107,164Net Income 2016: $903,7472016Revenue 2017: $3,988,022Expenses 2017: $3,228,696Net Income 2017: $759,3262017Revenue 2018: $5,960,722Expenses 2018: $3,499,918Net Income 2018: $2,460,8042018Revenue 2019: $4,640,798Expenses 2019: $3,652,282Net Income 2019: $988,5162019Revenue 2020: $5,205,182Expenses 2020: $3,855,247Net Income 2020: $1,349,9352020Revenue 2021: $4,614,991Expenses 2021: $3,748,822Net Income 2021: $866,1692021Revenue 2022: $4,973,585Expenses 2022: $3,663,177Net Income 2022: $1,310,4082022Revenue 2023: $4,873,034Expenses 2023: $3,434,435Net Income 2023: $1,438,5992023Revenue 2024: $5,163,029Expenses 2024: $3,441,423Net Income 2024: $1,721,6062024

Highlighted filing

2024

Revenue$5,163,029
Expenses$3,441,423
Net Income$1,721,606
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 1, 2025
Return Version
2023v6.0
Gross Receipts
$5,224,445
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

Provide housing and healthcare to residents in an independent living apartment facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,689,932$4,013,057▲ $323,125
Cash and Non-Interest-Bearing Accounts$122,584$0▼ $122,584
Prepaid Expenses and Deferred Charges$12,353$16,749▲ $4,396
Accounts Receivable$246,508$5,137▼ $241,371
Total Assets$19,946,592$23,387,490▲ $3,440,898
Other Assets Total$15,875,215$19,352,547▲ $3,477,332
Liabilities
Deferred Revenue$7,735,493$8,684,348▲ $948,855
Tax Exempt Bond Liabilities$8,001,148$7,723,837▼ $277,311
Other Liabilities$510,691$460,560▼ $50,131
Accounts Payable and Accrued Expenses$399,651$458,889▲ $59,238
Total Liabilities$16,646,983$17,327,634▲ $680,651
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,299,609$6,059,856▲ $2,760,247
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$3,299,609$6,059,856▲ $2,760,247
Total Liabilities and Net Assets / Fund Balance$19,946,592$23,387,490▲ $3,440,898

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,916,870$8,542,266$11,459,136
Equipment$352,228$1,014,743$1,366,971
Other Land Buildings$196,439$357,424$553,863
Land$547,520-$547,520
Leasehold Improvements$0$0$0
Other Assets Org$3,057,378--

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 Pay62nd percentile

Employees

NameTitleOtherTotal
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 BarnesController$130,861$130,861
Jennifer PiotriowiczSenior Director, Human Resources$124,584$124,584

Board Members and Trustees

NameTitle
Rex L BellBoard Chair
Bob MillerBoard Vice Chair
Paul BarberVice President of Operations
William MillardBoard Treasurer
Donna OasDirector
Jack KeiserDirector
James EscamillaDirector
Laura EllerDirector
Sidney EllisDirector
Lindsay MorseDirector of Health Services
Jay PrinceCEO
Rachel OlmstedCFO
Dan RinzemaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,293,262
Investment Income
$762,133
Other Revenue
$107,634
Change in Net Assets
$1,721,606

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,170,853
Revenue Not Reported on Financial Statements
$992,176
Revenue Not Reported on Form 990
$61,416
Other Revenue Adjustments
$992,176
Total Revenue per Audited Statements
$4,232,269
Total Revenue per Form 990
$5,163,029
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,626,774
Salaries, Compensation, and Employee Benefits$814,649
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$672,784--$672,784
Occupancy$632,741$34,515-$667,256
Fees for Services Management-$565,199-$565,199
Depreciation Depletion$474,741$83,205-$557,946
Fees for Services Other-$415,470-$415,470
Other Employee Benefits$103,636--$103,636
Office Expenses$94,279--$94,279
Fees for Service Investment Mgmnt Fees-$47,504-$47,504
Payroll Taxes$35,026--$35,026
All Other Expenses$25,898--$25,898
Fees for Services Accounting-$23,933-$23,933
Interest$11,875--$11,875
Other Expenses$7,449$0$0$7,449
Information Technology$3,502--$3,502
Pension Plan Contributions$3,203--$3,203
Conferences and Meetings$134--$134
Advertising$50--$50
Total Functional Expenses$2,271,597$1,169,826$0$3,441,423

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,441,423
Total Expenses per Audited Statements$2,548,330
Expenses per Audited Statements$2,486,914
Expenses Not Reported on Financial Statements$954,509
Other Expense Adjustments$954,509
Expenses Not Reported on Form 990$61,416
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
Payroll Liabilities$436,088
Security Deposit$24,472
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
Wyndham
EIN
38-2872875
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001
Doing Business As
The Artisan at Heritage

Signing Officer

Name
Amy Barnes
Title
Interim CFO
Phone
2693821255
Signed
2025-05-01

Organization Details

Principal Officer
Rachel Olmsted
Formed
1989
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
55
Volunteers
22
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Dietary, building, building repair, beauty & barber and other miscellaneous contracted services”

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

“Loss on disposal of fixed assets”

Schedule D, Part XI, Line 4B

“Management fees and transfer from affiliate”

Schedule D, Part XII, Line 2D

“Loss on sale of fixed assets”

Schedule D, Part XII, Line 4B

“MANAGEMENT FEES”

Raw XML AppendixShowing 400 of 913 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/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1194494
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2182957
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3144378
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4131671
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5140104
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6134670
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7117581
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8124584
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF HEALTH SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT OF MARKETING & SALES
IRS990/Form990PartVIISectionAGrp/TitleTxt5RN, UPJOHN
IRS990/Form990PartVIISectionAGrp/TitleTxt6RN, UPJOHN
IRS990/Form990PartVIISectionAGrp/TitleTxt7CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SENIOR DIRECTOR, HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-61416
IRS990/GainOrLossGrp/SecuritiesAmt0259741
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0259741
IRS990/GrossReceiptsAmt05224445
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt014545
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt03502
IRS990/InformationTechnologyGrp/TotalAmt03502
IRS990/InterestGrp/ProgramServicesAmt011875
IRS990/InterestGrp/TotalAmt011875
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0563808
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0563808
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt09914433
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03689932
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04013057
IRS990/LandBldgEquipCostOrOtherBssAmt013927490
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt061416
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt093089
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt093089
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03299609
IRS990/NetAssetsOrFundBalancesEOYAmt06059856
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0198325
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0198325
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt014545
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt014545
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01038641
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03299609
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06059856
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt034515
IRS990/OccupancyGrp/ProgramServicesAmt0632741
IRS990/OccupancyGrp/TotalAmt0667256
IRS990/OfficeExpensesGrp/ProgramServicesAmt094279
IRS990/OfficeExpensesGrp/TotalAmt094279
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015875215
IRS990/OtherAssetsTotalGrp/EOYAmt019352547
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0103636
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0103636
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt0206279
IRS990/OtherExpensesGrp/ProgramServicesAmt17449
IRS990/OtherExpensesGrp/TotalAmt0206279
IRS990/OtherExpensesGrp/TotalAmt17449
IRS990/OtherLiabilitiesGrp/BOYAmt0510691
IRS990/OtherLiabilitiesGrp/EOYAmt0460560
IRS990/OtherRevenueTotalAmt093089
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0672784
IRS990/OtherSalariesAndWagesGrp/TotalAmt0672784
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt035026
IRS990/PayrollTaxesGrp/TotalAmt035026
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03203
IRS990/PensionPlanContributionsGrp/TotalAmt03203
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt012353
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016749
IRS990/PrincipalOfficerNm0RACHEL OLMSTED
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623311
IRS990/ProgramServiceRevenueGrp/BusinessCd1623311
IRS990/ProgramServiceRevenueGrp/BusinessCd2812990
IRS990/ProgramServiceRevenueGrp/BusinessCd3812112
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1LIFECARE FEES EARNED
IRS990/ProgramServiceRevenueGrp/Desc2CABLE TV/INTERNET
IRS990/ProgramServiceRevenueGrp/Desc3BEAUTY/BARBER SHOP
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03413396
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1792870
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt258970
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt328026
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03413396
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1792870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt258970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt328026
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0218635
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0434723
IRS990/PYOtherExpensesAmt02621261
IRS990/PYOtherRevenueAmt090040
IRS990/PYProgramServiceRevenueAmt04129636
IRS990/PYRevenuesLessExpensesAmt01438599
IRS990/PYSalariesCompEmpBnftPaidAmt0813174
IRS990/PYTotalExpensesAmt03434435
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04873034
IRS990/ReconcilationRevenueExpnssAmt01721606
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,387,490
Liabilities
$17,327,634
Net assets
$6,059,856
Revenue
$5,163,029
Expenses
$3,441,423
Net income
$1,721,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.4$17.3$6.06$5.16$3.44$1.72
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$16.6$3.30$4.87$3.43$1.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$16.9$1.10$4.97$3.66$1.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$17.2$2.58$4.61$3.75$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$18.6$0.46$5.21$3.86$1.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$18.5$1.28$4.64$3.65$0.99
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$18.0$2.38$5.96$3.50$2.46
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$18.2$3.71$3.99$3.23$0.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$23.7$5.23$4.01$3.11$0.90
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$23.3$5.66$3.26$3.03$0.23
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$19.6$5.75$2.84$3.05$0.21
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$17.3$6.17$2.52$2.97$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.72$13.9$5.13$2.98
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.71$13.6$4.92$2.81
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $10M-$25M nonprofits