Civic Intelligence

Wyndham

990 • Fiscal year 2025 • EIN 38-2872875

Jul 01, 2024 to Jun 30, 2025

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

(269) 382-1255

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$26,719,610

No earlier filing loaded for comparison.

Net Assets

$8,703,825

No earlier filing loaded for comparison.

Liabilities

$18,015,785

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$5,212,081

No earlier filing loaded for comparison.

Expenses

$3,551,404

No earlier filing loaded for comparison.

Net Income

$1,660,677

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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 2025: $26,719,610Liabilities 2025: $18,015,785Net Assets 2025: $8,703,8252025

Highlighted filing

2025

Assets$26,719,610
Liabilities$18,015,785
Net Assets$8,703,825
Open 2025 Filing

Operations Trend

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 2025: $5,212,081Expenses 2025: $3,551,404Net Income 2025: $1,660,6772025

Highlighted filing

2025

Revenue$5,212,081
Expenses$3,551,404
Net Income$1,660,677
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 18, 2026
Return Version
2024v5.0
Gross Receipts
$5,279,287
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$4,013,057$4,634,399▲ $621,342
Prepaid Expenses and Deferred Charges$16,749$65,291▲ $48,542
Accounts Receivable$5,137$3,334▼ $1,803
Cash and Non-Interest-Bearing Accounts$0--
Total Assets$23,387,490$26,719,610▲ $3,332,120
Other Assets Total$19,352,547$22,016,586▲ $2,664,039
Liabilities
Deferred Revenue$8,684,348$9,907,406▲ $1,223,058
Tax Exempt Bond Liabilities$7,723,837$7,434,150▼ $289,687
Other Liabilities$460,560$443,004▼ $17,556
Accounts Payable and Accrued Expenses$458,889$231,225▼ $227,664
Mortgage Notes Payable Secured by Investment Property-$0-
Total Liabilities$17,327,634$18,015,785▲ $688,151
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,059,856$8,703,825▲ $2,643,969
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$6,059,856$8,703,825▲ $2,643,969
Total Liabilities and Net Assets / Fund Balance$23,387,490$26,719,610▲ $3,332,120

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,523,503$8,898,961$12,422,464
Equipment$390,917$1,007,670$1,398,587
Land$547,520-$547,520
Other Land Buildings$172,459$356,808$529,267
Leasehold Improvements$0$0$0
Other Assets Org$7,052,853--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$2,518,934$85,789▲ $342,011$61,813$2,884,921
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kathryl BowenRn, Upjohn-$140,746$140,746
Amy BarnesCFO-$135,679$135,679
Jennifer PiotriowiczVice 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 LivingPT$108,381$108,381
Julie DeppnerCEO-$81,036$81,036

Board Members and Trustees

NameTitle
Rex L BellBoard Chair
Bob MillerBoard Vice Chair
Matthew ShankleVice President of Marketing & Sales
William MillardBoard Treasurer
J Joseph Brogger IiDirector
Jack KeiserDirector
Jack SizerDirector
Jamie MelvinDirector
Kim HatchelDirector
Laura EllerDirector
Sidney EllisDirector
Lindsay MorseDirector of Health Services
Rachel OlmstedCFO
Paul BarberCOO
Dan RinzemaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,507,065
Investment Income
$591,473
Other Revenue
$113,543
Change in Net Assets
$1,660,677

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,231,288
Revenue Not Reported on Financial Statements
$-19,207
Revenue Not Reported on Form 990
$-923,908
Other Revenue Adjustments
$-19,207
Total Revenue per Audited Statements
$4,307,380
Total Revenue per Form 990
$5,212,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,747,229
Salaries, Compensation, and Employee Benefits$804,175
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$495,603$202,891-$698,494
Depreciation Depletion$643,550--$643,550
Other Salaries and Wages$634,125--$634,125
Fees for Services Management-$578,314-$578,314
Fees for Services Other-$399,510-$399,510
Other Employee Benefits$146,515--$146,515
Office Expenses$108,024--$108,024
Fees for Service Investment Mgmnt Fees-$41,584-$41,584
Fees for Services Accounting-$23,394-$23,394
Payroll Taxes$21,989--$21,989
Interest$11,875--$11,875
Information Technology$4,919$3,604-$8,523
Other Expenses$6,582$0$0$6,582
Pension Plan Contributions$1,546--$1,546
All Other Expenses$930--$930
Conferences and Meetings$164--$164
Total Functional Expenses$2,302,107$1,249,297$0$3,551,404

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,617,877
Total Expenses per Form 990$3,551,404
Total Expenses per Audited Statements$2,693,969
Expenses Not Reported on Financial Statements$-66,473
Other Expense Adjustments$-66,473
Expenses Not Reported on Form 990$-923,908
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$392,577
Entrance Fee Deposits$36,050
Security Deposit$14,377
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
CFO
Phone
2693821255
Signed
2026-03-18

Organization Details

Principal Officer
Amy Barnes
Formed
1989
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
17
Volunteers
37
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

“MANAGEMENT FEES”

Schedule D, Part XI, Line 4B

“Loss on disposal of assets and benevolent funding transfer to affiliate”

Schedule D, Part XII, Line 2D

“MANAGEMENT FEES”

Schedule D, Part XII, Line 4B

“Loss on disposal of assets”

Raw XML AppendixShowing 400 of 954 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/BOYAmt0458889
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0231225
IRS990/AccountsReceivableGrp/BOYAmt05137
IRS990/AccountsReceivableGrp/EOYAmt03334
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING AND HEALTHCARE TO RESIDENTS IN AN INDEPENDENT LIVING APARTMENT FACILITY.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0930
IRS990/AllOtherExpensesGrp/TotalAmt0930
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0AMY BARNES
IRS990/BooksInCareOfDetail/PhoneNum02692764044
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02400 PORTAGE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0KALAMAZOO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049001
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0164
IRS990/ConferencesMeetingsGrp/TotalAmt0164
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0591473
IRS990/CYOtherExpensesAmt02747229
IRS990/CYOtherRevenueAmt0113543
IRS990/CYProgramServiceRevenueAmt04507065
IRS990/CYRevenuesLessExpensesAmt01660677
IRS990/CYSalariesCompEmpBnftPaidAmt0804175
IRS990/CYTotalExpensesAmt03551404
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05212081
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt08684348
IRS990/DeferredRevenueGrp/EOYAmt09907406
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0643550
IRS990/DepreciationDepletionGrp/TotalAmt0643550
IRS990/Desc0PROVIDE HOUSING AND HEALTHCARE TO RESIDENTS IN AN INDEPENDENT LIVING APARTMENT FACILITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0THE ARTISAN AT HERITAGE
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02302107
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt023394
IRS990/FeesForServicesAccountingGrp/TotalAmt023394
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0578314
IRS990/FeesForServicesManagementGrp/TotalAmt0578314
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0399510
IRS990/FeesForServicesOtherGrp/TotalAmt0399510
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt041584
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041584
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt451
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt539
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt639
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt780
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt941
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1020
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1139
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1020
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt05007
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt114604
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt211273
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt314604
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt514604
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt75725
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt88009
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/PersonNm0RACHEL OLMSTED
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL BARBER
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDSAY MORSE
IRS990/Form990PartVIISectionAGrp/PersonNm3MATTHEW SHANKLE
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYL BOWEN
IRS990/Form990PartVIISectionAGrp/PersonNm5AMY BARNES
IRS990/Form990PartVIISectionAGrp/PersonNm6JENNIFER PIOTRIOWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm7BELINDA JANSON
IRS990/Form990PartVIISectionAGrp/PersonNm8HEATHER RENTER
IRS990/Form990PartVIISectionAGrp/PersonNm9JOAN CHUMBA
IRS990/Form990PartVIISectionAGrp/PersonNm10TRACI PATNOUDE
IRS990/Form990PartVIISectionAGrp/PersonNm11JULIE DEPPNER
IRS990/Form990PartVIISectionAGrp/PersonNm12REX L BELL
IRS990/Form990PartVIISectionAGrp/PersonNm13WILLIAM MILLARD
IRS990/Form990PartVIISectionAGrp/PersonNm14BOB MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm15DAN RINZEMA
IRS990/Form990PartVIISectionAGrp/PersonNm16SIDNEY ELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm17J JOSEPH BROGGER II
IRS990/Form990PartVIISectionAGrp/PersonNm18KIM HATCHEL
IRS990/Form990PartVIISectionAGrp/PersonNm19JACK KEISER
IRS990/Form990PartVIISectionAGrp/PersonNm20LAURA ELLER
IRS990/Form990PartVIISectionAGrp/PersonNm21JAMIE MELVIN
IRS990/Form990PartVIISectionAGrp/PersonNm22JACK SIZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0225502
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1205296
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2155701
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3149030
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4140746
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5121075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6132882
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7126614
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8119331
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9115292
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10108381
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1181036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1COO
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/TitleTxt8SR DIRECTOR OF RESIDENT LIFE AND THE MCLC
IRS990/Form990PartVIISectionAGrp/TitleTxt9RN, UPJOHN
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR INDEPENDENT LIVING
IRS990/Form990PartVIISectionAGrp/TitleTxt11CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-67206
IRS990/GainOrLossGrp/SecuritiesAmt062145
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt062145
IRS990/GrossReceiptsAmt05279287
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt017569
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03604
IRS990/InformationTechnologyGrp/ProgramServicesAmt04919
IRS990/InformationTechnologyGrp/TotalAmt08523
IRS990/InterestGrp/ProgramServicesAmt011875
IRS990/InterestGrp/TotalAmt011875
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0596534
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0596534
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010263439
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04013057
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04634399
IRS990/LandBldgEquipCostOrOtherBssAmt014897838
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt067206
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/RelatedOrExemptFuncIncomeAmt095974
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt095974
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt06059856
IRS990/NetAssetsOrFundBalancesEOYAmt08703825
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-5061
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-5061
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt017569
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt017569
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0983292
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06059856
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08703825
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0202891
IRS990/OccupancyGrp/ProgramServicesAmt0495603
IRS990/OccupancyGrp/TotalAmt0698494
IRS990/OfficeExpensesGrp/ProgramServicesAmt0108024
IRS990/OfficeExpensesGrp/TotalAmt0108024
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019352547
IRS990/OtherAssetsTotalGrp/EOYAmt022016586
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0146515
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0146515
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt0226285
IRS990/OtherExpensesGrp/ProgramServicesAmt16582
IRS990/OtherExpensesGrp/TotalAmt0226285
IRS990/OtherExpensesGrp/TotalAmt16582
IRS990/OtherLiabilitiesGrp/BOYAmt0460560
IRS990/OtherLiabilitiesGrp/EOYAmt0443004
IRS990/OtherRevenueTotalAmt095974
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0634125
IRS990/OtherSalariesAndWagesGrp/TotalAmt0634125
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt021989
IRS990/PayrollTaxesGrp/TotalAmt021989
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01546
IRS990/PensionPlanContributionsGrp/TotalAmt01546
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016749
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt065291
IRS990/PrincipalOfficerNm0AMY BARNES
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623311
IRS990/ProgramServiceRevenueGrp/BusinessCd1623311
IRS990/ProgramServiceRevenueGrp/BusinessCd2812990
IRS990/ProgramServiceRevenueGrp/BusinessCd3812112
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$26,719,610
Liabilities
$18,015,785
Net assets
$8,703,825
Revenue
$5,212,081
Expenses
$3,551,404
Net income
$1,660,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.7$18.0$8.70$5.21$3.55$1.66
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
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