Civic Intelligence

Heritage at Home Inc

EIN 82-3718019 • 501(c)3 • Kalamazoo, MI

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

99th percentile

15.26x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

96th percentile

1.79x

Higher debt load relative to revenue than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k 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

12th percentile

-78%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-42%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$30,778

Down $5,130 (-14%) from 2024

Liabilities

Up

$568,975

Up $21,047 (+3.8%) from 2024

Net Assets

Down

-$538,197

Down $26,177 (-5.1%) from 2024

Revenue

Up

$359,036

Up $52,634 (+17%) from 2024

Expenses

Up

$385,213

Up $22,946 (+6.3%) from 2024

Net Income

Up

-$26,177

Up $29,688 (+53%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500K-$1.0MAssets 2018: $7,247Liabilities 2018: $42,413Net Assets 2018: -$35,1662018Assets 2019: -$125,514Liabilities 2019: $47,295Net Assets 2019: -$172,8092019Assets 2020: -$202,624Liabilities 2020: $201,186Net Assets 2020: -$403,8102020Assets 2021: -$311,305Liabilities 2021: $76,536Net Assets 2021: -$387,8412021Assets 2022: -$495,598Liabilities 2022: $6,379Net Assets 2022: -$501,9772022Assets 2023: $166,083Liabilities 2023: $622,238Net Assets 2023: -$456,1552023Assets 2024: $35,908Liabilities 2024: $547,928Net Assets 2024: -$512,0202024Assets 2025: $30,778Liabilities 2025: $568,975Net Assets 2025: -$538,1972025

Highlighted filing

2025

Assets$30,778
Liabilities$568,975
Net Assets-$538,197

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2018: $221,230Expenses 2018: $256,396Net Income 2018: -$35,1662018Revenue 2019: $811,735Expenses 2019: $949,378Net Income 2019: -$137,6432019Revenue 2020: $779,532Expenses 2020: $1,010,533Net Income 2020: -$231,0012020Revenue 2021: $699,643Expenses 2021: $683,674Net Income 2021: $15,9692021Revenue 2022: $346,135Expenses 2022: $460,271Net Income 2022: -$114,1362022Revenue 2023: $525,105Expenses 2023: $479,283Net Income 2023: $45,8222023Revenue 2024: $306,402Expenses 2024: $362,267Net Income 2024: -$55,8652024Revenue 2025: $359,036Expenses 2025: $385,213Net Income 2025: -$26,1772025

Highlighted filing

2025

Revenue$359,036
Expenses$385,213
Net Income-$26,177

Filings

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
$359,036
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

Personal care/assistance for the elderly and/or physically handicapped in the comfort of their own home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$33,484$30,573▼ $2,911
Prepaid Expenses and Deferred Charges$1,712--
Land, Buildings, and Equipment, Net$712$205▼ $507
Total Assets$35,908$30,778▼ $5,130
Liabilities
Other Liabilities$535,403$554,323▲ $18,920
Accounts Payable and Accrued Expenses$12,525$14,652▲ $2,127
Total Liabilities$547,928$568,975▲ $21,047
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-512,020$-538,197▼ $26,177
Total Net Assets Fund Balance$-512,020$-538,197▼ $26,177
Total Liabilities and Net Assets / Fund Balance$35,908$30,778▼ $5,130

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$205$5,639$5,844
Buildings$0$0$0
Other Land Buildings$0$0$0
Land$0-$0
Leasehold Improvements$0$0$0

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

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 RenterSr Director of Resident Life and the Mclc$127,340$127,340
Joan ChumbaRn, Upjohn$115,292$115,292
Traci PatnoudeDirector Independent Living$108,381$108,381
Julie DeppnerCEO$81,036$81,036

Board Members and Trustees

NameTitle
Rex 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
Sydney EllisDirector
Lindsay MorseDirector of Health Services
Rachel OlmstedCFO
Paul BarberCOO
Dan RinzemaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$14,181
Program Service Revenue
$264,801
Investment Income
$0
Other Revenue
$80,054
All Other Contributions
$0
Change in Net Assets
$-26,177

Audited Revenue Reconciliation

Revenue per Audited Statements
$359,036
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-39,036
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$320,000
Total Revenue per Form 990
$359,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$339,287
Other Expenses$45,926
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$284,204--$284,204
Fees for Services Management-$36,141-$36,141
Other Employee Benefits$32,846--$32,846
Payroll Taxes$21,028--$21,028
Fees for Services Other-$5,045-$5,045
Depreciation Depletion$3,309--$3,309
Pension Plan Contributions$1,209--$1,209
Other Expenses$850$0$0$850
Travel$323--$323
Office Expenses$5--$5
Total Functional Expenses$344,027$41,186$0$385,213

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$385,213
Total Expenses per Form 990$385,213
Total Expenses per Audited Statements$346,177
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Expenses Not Reported on Form 990$-39,036
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
Due to Related Parties$553,296
Payroll Liabilities$1,027
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 at Home Inc
EIN
82-3718019
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001
Doing Business As
Heritage Community Homecare

Signing Officer

Name
Amy Barnes
Title
CFO
Phone
2692764044
Signed
2026-03-18

Organization Details

Principal Officer
Amy Barnes
Formed
2018
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
26
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 XII, Line 2D

MANAGEMENT FEES

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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/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt014181
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0359036
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt012
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05639
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0712
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0205
IRS990/LandBldgEquipCostOrOtherBssAmt05844
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt080054
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt080054
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/NetAssetsOrFundBalancesBOYAmt0-512020
IRS990/NetAssetsOrFundBalancesEOYAmt0-538197
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-512020
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-538197
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt05
IRS990/OfficeExpensesGrp/TotalAmt05
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt032846
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032846
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt07
IRS990/OtherExpensesGrp/ProgramServicesAmt1246
IRS990/OtherExpensesGrp/ProgramServicesAmt2850
IRS990/OtherExpensesGrp/TotalAmt07
IRS990/OtherExpensesGrp/TotalAmt1246
IRS990/OtherExpensesGrp/TotalAmt2850
IRS990/OtherLiabilitiesGrp/BOYAmt0535403
IRS990/OtherLiabilitiesGrp/EOYAmt0554323
IRS990/OtherRevenueTotalAmt080054
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0284204
IRS990/OtherSalariesAndWagesGrp/TotalAmt0284204
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt021028
IRS990/PayrollTaxesGrp/TotalAmt021028
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01209
IRS990/PensionPlanContributionsGrp/TotalAmt01209
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01712
IRS990/PrincipalOfficerNm0AMY BARNES
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0264801
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0264801
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt045236
IRS990/PYOtherRevenueAmt041176
IRS990/PYProgramServiceRevenueAmt0265226
IRS990/PYRevenuesLessExpensesAmt0-55865
IRS990/PYSalariesCompEmpBnftPaidAmt0317031
IRS990/PYTotalExpensesAmt0362267
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0306402
IRS990/ReconcilationRevenueExpnssAmt0-26177
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0264801
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INCOME FROM ASSISTING OTHER RELATED COMMUNITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt014181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0-47957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0108347
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0126481

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