Civic Intelligence

Heritage Place Inc

EIN 82-0341101 • 501(c)3 • Coeur Dalene, ID

View Organization Page

Profile

The organization's mission is to provide low income housing to the elderly. The project is a u.s. Department of housing and urban development subsidized section 202 program. The project includes activities of its disregarded entity, heritage place apartments, llc, which is a u.s. Department of housing and urban development section 8 and section 223(f) housing program.

702 W WalnutCoeur Dalene, ID 83814

www.theorchardcda.org

Siviq Scores

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

Liabilities / Assets

95th percentile

1.14x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

3.19x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

13th percentile

-21%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

13th percentile

-8.2%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

1.6%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$6,366,397

Down $566,002 (-8.2%) from 2023

Liabilities

Down

$7,238,521

Down $99,762 (-1.4%) from 2023

Net Assets

Down

-$872,124

Down $466,240 (-115%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin13th percentile

Revenue

Up

$2,272,216

Up $36,039 (+1.6%) from 2023

Expenses

Down

$2,738,456

Down $575,910 (-17%) from 2023

Net Income

Up

-$466,240

Up $611,949 (+57%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$10M$5.0M$0-$5.0MAssets 2011: $2,774,389Liabilities 2011: $3,351,028Net Assets 2011: -$576,6392011Assets 2012: $2,801,314Liabilities 2012: $3,489,266Net Assets 2012: -$687,9522012Assets 2013: $2,845,924Liabilities 2013: $3,427,524Net Assets 2013: -$581,6002013Assets 2014: $3,047,976Liabilities 2014: $3,421,052Net Assets 2014: -$373,0762014Assets 2015: $3,066,759Liabilities 2015: $3,301,875Net Assets 2015: -$235,1162015Assets 2016: $3,188,298Liabilities 2016: $3,224,113Net Assets 2016: -$35,8152016Assets 2017: $3,296,149Liabilities 2017: $3,232,574Net Assets 2017: $63,5752017Assets 2018: $3,344,475Liabilities 2018: $3,129,902Net Assets 2018: $214,5732018Assets 2019: $3,370,477Liabilities 2019: $3,002,414Net Assets 2019: $368,0632019Assets 2020: $3,529,037Liabilities 2020: $3,034,103Net Assets 2020: $494,9342020Assets 2021: $3,203,260Liabilities 2021: $2,857,756Net Assets 2021: $345,5042021Assets 2022: $7,681,149Liabilities 2022: $7,081,213Net Assets 2022: $599,9362022Assets 2023: $6,932,399Liabilities 2023: $7,338,283Net Assets 2023: -$405,8842023Assets 2024: $6,366,397Liabilities 2024: $7,238,521Net Assets 2024: -$872,1242024

Highlighted filing

2024

Assets$6,366,397
Liabilities$7,238,521
Net Assets-$872,124
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,647,922Expenses 2011: $1,434,312Net Income 2011: $213,6102011Revenue 2012: $1,595,687Expenses 2012: $1,707,000Net Income 2012: -$111,3132012Revenue 2013: $1,577,200Expenses 2013: $1,470,848Net Income 2013: $106,3522013Revenue 2014: $1,737,877Expenses 2014: $1,529,353Net Income 2014: $208,5242014Revenue 2015: $1,764,793Expenses 2015: $1,626,833Net Income 2015: $137,9602015Revenue 2016: $1,770,129Expenses 2016: $1,570,828Net Income 2016: $199,3012016Revenue 2017: $1,779,969Expenses 2017: $1,680,579Net Income 2017: $99,3902017Revenue 2018: $1,842,427Expenses 2018: $1,691,429Net Income 2018: $150,9982018Revenue 2019: $1,916,177Expenses 2019: $1,762,687Net Income 2019: $153,4902019Revenue 2020: $1,882,151Expenses 2020: $1,755,280Net Income 2020: $126,8712020Revenue 2021: $2,100,533Expenses 2021: $2,249,963Net Income 2021: -$149,4302021Revenue 2022: $1,983,260Expenses 2022: $1,728,994Net Income 2022: $254,2662022Revenue 2023: $2,236,177Expenses 2023: $3,314,366Net Income 2023: -$1,078,1892023Revenue 2024: $2,272,216Expenses 2024: $2,738,456Net Income 2024: -$466,2402024

Highlighted filing

2024

Revenue$2,272,216
Expenses$2,738,456
Net Income-$466,240
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,366,397
Liabilities
$7,238,521
Net assets
-$872,124
Revenue
$2,272,216
Expenses
$2,738,456
Net income
-$466,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.37$7.24$0.87$2.27$2.74$0.47
2023Detailed filing. Detailed filing data is available for this year.$6.93$7.34$0.41$2.24$3.31$1.08
2022Detailed filing. Detailed filing data is available for this year.$7.68$7.08$0.60$1.98$1.73$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.20$2.86$0.35$2.10$2.25$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.53$3.03$0.49$1.88$1.76$0.13
2019Detailed filing. Detailed filing data is available for this year.$3.37$3.00$0.37$1.92$1.76$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.34$3.13$0.21$1.84$1.69$0.15
2017Detailed filing. Detailed filing data is available for this year.$3.30$3.23$0.06$1.78$1.68$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.19$3.22$0.04$1.77$1.57$0.20
2015Detailed filing. Detailed filing data is available for this year.$3.07$3.30$0.24$1.76$1.63$0.14
2014Summary only. Only limited summary data is available for this year.$3.05$3.42$0.37$1.74$1.53$0.21
2013Summary only. Only limited summary data is available for this year.$2.85$3.43$0.58$1.58$1.47$0.11
2012Summary only. Only limited summary data is available for this year.$2.80$3.49$0.69$1.60$1.71$0.11
2011Summary only. Only limited summary data is available for this year.$2.77$3.35$0.58$1.65$1.43$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$2,272,216
Mission and Program Overview

Mission

The organization's mission is to provide low income housing to the elderly. The project is a u.s. Department of housing and urban development subsidized section 202 program.

The organization's mission is to provide low income housing to the elderly. The project is a u.s. Department of housing and urban development subsidized section 202 program. The project includes activities of its disregarded entity, heritage place apartments, llc, which is a u.s. Department of housing and urban development section 8 and section 223(f) housing program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,658,968$3,077,927▼ $581,041
Land, Buildings, and Equipment, Net$1,874,751$2,049,259▲ $174,508
Cash and Non-Interest-Bearing Accounts$56,493$128,359▲ $71,866
Prepaid Expenses and Deferred Charges$28,776$21,234▼ $7,542
Inventories for Sale or Use$10,034$0▼ $10,034
Accounts Receivable$2,170$0▼ $2,170
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Total Assets$6,932,399$6,366,397▼ $566,002
Other Assets Total$1,301,207$1,089,618▼ $211,589
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,184,566$7,107,446▼ $77,120
Other Liabilities$74,327$79,402▲ $5,075
Accounts Payable and Accrued Expenses$77,144$51,673▼ $25,471
Deferred Revenue$2,246--
Total Liabilities$7,338,283$7,238,521▼ $99,762
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-405,884$-872,124▼ $466,240
Total Net Assets Fund Balance$-405,884$-872,124▼ $466,240
Total Liabilities and Net Assets / Fund Balance$6,932,399$6,366,397▼ $566,002

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,709,601$6,865,866$8,575,467
Equipment$12,441$418,491$430,932
Other Land Buildings$63,163$232,780$295,943
Land$264,054-$264,054
Other Assets Org$66,615--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Rod ColwellPast President
Dr Don ChisholmPresident
Ann FarrarDirector
David BobbittDirector
Ann JohnsonExecutive Director
Sarah MclainSecretary
Mike WilsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,093,823
Program Service Revenue
$1,005,434
Investment Income
$172,959
Other Revenue
$0
Change in Net Assets
$-466,240
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,336,956
Grants and Similar Amounts Paid$730,000
Salaries, Compensation, and Employee Benefits$671,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$730,000--$730,000
Other Salaries and Wages$380,234$188,202-$568,436
Interest$380,357--$380,357
Depreciation Depletion$188,638--$188,638
Occupancy$144,182--$144,182
Fees for Services Management$77,515--$77,515
Fees for Services Accounting-$74,500-$74,500
Office Expenses$2,152$66,232-$68,384
Insurance$61,769--$61,769
Other Employee Benefits$55,572--$55,572
Payroll Taxes$31,768$15,724-$47,492
Advertising-$18,914-$18,914
All Other Expenses$6,586$5,051-$11,637
Other Expenses$15,519$8,887-$8,887
Conferences and Meetings-$5,764-$5,764
Fees for Services Other$1,095--$1,095
Total Functional Expenses$2,355,182$383,274$0$2,738,456
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Arbor at Orchard RidgeCoeur Dalene, ID501(c)(3)Senior Housing Supporting Elderly$730,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$65,778
Due to Related Party$13,624
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The executive director's salary is paid through cdah management company, llc (ein 26-1613657) a disregarded entity of coeur d'alene homes, inc. All employees are employed by the management company.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the executive director and persons on the board of directors.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest must be attested to annually by all board members.”

Form 990, Part VI, Section B, Line 15B

“Compensation review and approval of the executive director is performed annually. Comparability of similar positions and merit performance are taken into consideration.”

Form 990, Part VI, Section C, Line 19

“Form 990 and other documents open for public inspection are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Heritage Place Inc
EIN
82-0341101
Phone
2086642680
Address
702 W WALNUT, COEUR DALENE, ID 83814

Signing Officer

Name
Ashley Healey
Title
Executive Director
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Healey
Formed
1977
Legal Domicile
Id
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Magnuson McHugh Dougherty CPAs
Address
2100 Northwest Blvd Suite 400, Coeur dAlene, ID 83814
Preparer
Michelle Schini Haneline
Phone
2087659500
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Security deposits are collected from residents upon admission to the facility in accordance with us department of hud regulations. The funds are maintained in a separate fdic insured bank account. Amounts are returned, net of any damages incurred, to the resident when they leave the facility in accordance with hud regulations.”

Raw XML AppendixShowing 400 of 585 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/Desc0HERITAGE PLACE, INC. IS AN IDAHO NONPROFIT CORPORATION OPERATING AN ELDERLY HOUSING COMPLEX CONSISTING OF 129 UNITS SUBSIDIZED UNDER SECTION 202, SECTION 8, AND SECTION 223(F) HOUSING PROGRAMS. AS SUCH, IT IS REGULATED BY THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT AS TO RENT CHARGES AND OPERATING METHODS. THE PROJECT DEPENDS ON ECONOMIC ASSISTANCE FROM HUD IN THE FORM OF RENTAL SUPPLEMENTS TO ASSIST IN MEETING OPERATING EXPENSES OF THE PROJECT. DURING THE CALENDAR YEAR, THE PROJECT OCCUPANCY RATE WAS CLOSE TO 100%, WHICH IS EVIDENCE OF THE GREAT NEED FOR SUCH PROJECTS IN THE AREA.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt061769
IRS990/InsuranceGrp/TotalAmt061769
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt0380357
IRS990/InterestGrp/TotalAmt0380357
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010034
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0172959
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0172959
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07517137
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01874751
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02049259
IRS990/LandBldgEquipCostOrOtherBssAmt09566396
IRS990/LegalDomicileStateCd0ID
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY. THE PROJECT IS A U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SUBSIDIZED SECTION 202 PROGRAM. THE PROJECT INCLUDES ACTIVITIES OF ITS DISREGARDED ENTITY, HERITAGE PLACE APARTMENTS, LLC, WHICH IS A U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT SECTION 8 AND SECTION 223(F) HOUSING PROGRAM.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt07107446
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IRS990/NetAssetsOrFundBalancesEOYAmt0-872124
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-405884
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-872124
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0144182
IRS990/OccupancyGrp/TotalAmt0144182
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt066232
IRS990/OfficeExpensesGrp/ProgramServicesAmt02152
IRS990/OfficeExpensesGrp/TotalAmt068384
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01301207
IRS990/OtherAssetsTotalGrp/EOYAmt01089618
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055572
IRS990/OtherEmployeeBenefitsGrp/TotalAmt055572
IRS990/OtherExpensesGrp/Desc0SUPPLIES & OPERATING EXPENSES
IRS990/OtherExpensesGrp/Desc1FOOD COSTS
IRS990/OtherExpensesGrp/Desc2CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc3GIFT FUND EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08887
IRS990/OtherExpensesGrp/ProgramServicesAmt0166997
IRS990/OtherExpensesGrp/ProgramServicesAmt1112798
IRS990/OtherExpensesGrp/ProgramServicesAmt215519
IRS990/OtherExpensesGrp/TotalAmt0166997
IRS990/OtherExpensesGrp/TotalAmt1112798
IRS990/OtherExpensesGrp/TotalAmt215519
IRS990/OtherExpensesGrp/TotalAmt38887
IRS990/OtherLiabilitiesGrp/BOYAmt074327
IRS990/OtherLiabilitiesGrp/EOYAmt079402
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0188202
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0380234
IRS990/OtherSalariesAndWagesGrp/TotalAmt0568436
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015724
IRS990/PayrollTaxesGrp/ProgramServicesAmt031768
IRS990/PayrollTaxesGrp/TotalAmt047492
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028776
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021234
IRS990/PrincipalOfficerNm0ASHLEY HEALEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0721310
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0FOOD SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/Desc1RENTS-LOW INCOME ELDERLY
IRS990/ProgramServiceRevenueGrp/Desc2TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0198144
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1748005
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt259285
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0198144
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1748005
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt259285
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01031945
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01243956
IRS990/PYInvestmentIncomeAmt0123193
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01309906
IRS990/PYProgramServiceRevenueAmt01081039
IRS990/PYRevenuesLessExpensesAmt0-1078189
IRS990/PYSalariesCompEmpBnftPaidAmt0760504
IRS990/PYTotalExpensesAmt03314366
IRS990/PYTotalRevenueAmt02236177
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-466240
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt060728
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01005434
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03658968
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03077927
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01093823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01031945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01037389
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01065856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0985807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05214820
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0172959
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0123193
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08709
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0577
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0818
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0306256
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt05014244
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94450
IRS990ScheduleA/PublicSupportPY170Pct00.97440
IRS990ScheduleA/PublicSupportTotal170Amt05214820
IRS990ScheduleA/SubstantialContributorsTotAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01065856
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0985807
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05214820
IRS990ScheduleA/TotalSupportAmt05521076
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01709601
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06865866
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08575467
IRS990ScheduleD/EquipmentGrp/BookValueAmt012441
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0418491
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0430932
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt0264054
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0264054
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt023548
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt143059
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2295132
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt3661264
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt466615
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2LOAN FEES, NET OF AMORTIZATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3REPLACEMENT RESERVES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4SECURITY DEPOSIT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt063163
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0232780
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0295943
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013624
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt165778
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PARTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SECURITY DEPOSITS ARE COLLECTED FROM RESIDENTS UPON ADMISSION TO THE FACILITY IN ACCORDANCE WITH US DEPARTMENT OF HUD REGULATIONS. THE FUNDS ARE MAINTAINED IN A SEPARATE FDIC INSURED BANK ACCOUNT. AMOUNTS ARE RETURNED, NET OF ANY DAMAGES INCURRED, TO THE RESIDENT WHEN THEY LEAVE THE FACILITY IN ACCORDANCE WITH HUD REGULATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b: Explanation of escrow account liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02049259
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01089618
IRS990ScheduleD/TotalLiabilityAmt079402
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0730000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SENIOR HOUSING SUPPORTING ELDERLY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE ARBOR AT ORCHARD RIDGE
IRS990ScheduleI/RecipientTable/RecipientEIN0993447085
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0702 W WALNUT AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0COEUR DALENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ID
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd083814
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO OTHER 501(C)3 ORGANIZATIONS WHO HAVE COMMON BOARD MEMBERS AS HERITAGE PLACE, INC. ALL ORGANIZATIONS SUPPORT LOW INCOME HOUSING FOR THE ELDERLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
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IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false

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