Civic Intelligence

Ridge Creek at Heritage

990 • Fiscal year 2025 • EIN 84-3276264

Jul 01, 2024 to Jun 30, 2025 • Filed on Mar 18, 2026

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

99th percentile

1.16x

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

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

97th percentile

10.65x

Higher debt load relative to revenue than 97% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

5th percentile

-31%

Higher net margin than 5% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

46th percentile

$230,509

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

16th percentile

-2.8%

Faster asset growth than 16% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

4.9%

Faster revenue growth than 44% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$44,626,700

Down $1,307,938 (-2.8%) from 2024

Net Assets

Down

-$7,169,503

Down $1,339,189 (-23%) from 2024

Liabilities

Up

$51,796,203

Up $31,251 (+0.1%) from 2024

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin5th percentile

Revenue

Up

$4,864,762

Up $228,292 (+4.9%) from 2024

Expenses

Up

$6,391,282

Up $213,116 (+3.4%) from 2024

Net Income

Up

-$1,526,520

Up $15,176 (+1.0%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$60M$40M$20M$0-$20MAssets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $51,185,104Liabilities 2021: $51,727,590Net Assets 2021: -$542,4862021Assets 2022: $51,907,924Liabilities 2022: $53,924,789Net Assets 2022: -$2,016,8652022Assets 2023: $47,277,144Liabilities 2023: $51,699,853Net Assets 2023: -$4,422,7092023Assets 2024: $45,934,638Liabilities 2024: $51,764,952Net Assets 2024: -$5,830,3142024Assets 2025: $44,626,700Liabilities 2025: $51,796,203Net Assets 2025: -$7,169,5032025

Highlighted filing

2025

Assets$44,626,700
Liabilities$51,796,203
Net Assets-$7,169,503
Open 2025 Filing

Operations Trend

Revenue Growth44th percentile

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

$10M$5.0M$0-$5.0MRevenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $298Expenses 2021: $542,784Net Income 2021: -$542,4862021Revenue 2022: $19,698Expenses 2022: $1,494,077Net Income 2022: -$1,474,3792022Revenue 2023: $2,832,650Expenses 2023: $5,238,494Net Income 2023: -$2,405,8442023Revenue 2024: $4,636,470Expenses 2024: $6,178,166Net Income 2024: -$1,541,6962024Revenue 2025: $4,864,762Expenses 2025: $6,391,282Net Income 2025: -$1,526,5202025

Highlighted filing

2025

Revenue$4,864,762
Expenses$6,391,282
Net Income-$1,526,520
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
$4,870,106
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$39,962,617$38,150,348▼ $1,812,269
Prepaid Expenses and Deferred Charges$280,919$258,038▼ $22,881
Cash and Non-Interest-Bearing Accounts$30,009--
Accounts Receivable$-3,165$13,637▲ $16,802
Total Assets$45,934,638$44,626,700▼ $1,307,938
Other Assets Total$5,664,258$6,204,677▲ $540,419
Liabilities
Tax Exempt Bond Liabilities$33,623,405$33,576,095▼ $47,310
Deferred Revenue$15,337,528$15,362,209▲ $24,681
Other Liabilities$2,444,581$2,725,919▲ $281,338
Accounts Payable and Accrued Expenses$359,438$131,980▼ $227,458
Total Liabilities$51,764,952$51,796,203▲ $31,251
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$-5,830,314$-7,169,503▼ $1,339,189
Total Net Assets Fund Balance$-5,830,314$-7,169,503▼ $1,339,189
Total Liabilities and Net Assets / Fund Balance$45,934,638$44,626,700▼ $1,307,938

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$35,002,115$3,705,255$38,707,370
Other Land Buildings$1,876,894$663,253$2,540,147
Equipment$1,236,827$681,764$1,918,591
Land$34,512-$34,512
Leasehold Improvements$0$0$0
Other Assets Org$371,120--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,518,934$85,789▲ $342,011$61,813$2,884,921
2023$2,104,407$149,183▲ $350,761$85,417$2,518,934
2022$1,876,229$0▲ $234,800$6,622$2,104,407
2021$2,168,925$35,511▼ $280,425$47,782$1,876,229
2020$1,711,896$21,419▲ $495,464$59,854$2,168,925
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeOtherTotal
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 LivingPT$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
$0
Program Service Revenue
$4,569,062
Investment Income
$267,769
Other Revenue
$27,931
Change in Net Assets
$-1,526,520

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,870,105
Revenue Not Reported on Financial Statements
$-5,343
Revenue Not Reported on Form 990
$-912,174
Other Revenue Adjustments
$-5,343
Total Revenue per Audited Statements
$3,957,931
Total Revenue per Form 990
$4,864,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,583,959
Salaries, Compensation, and Employee Benefits$807,323
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$2,073,105--$2,073,105
Depreciation Depletion$1,940,190--$1,940,190
Other Salaries and Wages$634,398--$634,398
Fees for Services Management-$549,995-$549,995
Fees for Services Other$189,556$343,385-$532,941
Other Employee Benefits$149,088--$149,088
Office Expenses$98,191$36,298-$134,489
Interest$42,957--$42,957
Advertising$35,773$13-$35,786
Fees for Services Accounting-$22,104-$22,104
Payroll Taxes$21,451--$21,451
Fees for Service Investment Mgmnt Fees$7,425--$7,425
Pension Plan Contributions$2,386--$2,386
Fees for Services Legal$1,628--$1,628
Other Expenses$1,210$0$0$1,210
All Other Expenses-$440-$440
Conferences and Meetings$152--$152
Total Functional Expenses$5,436,371$954,911$0$6,391,282

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,396,629
Total Expenses per Form 990$6,391,282
Total Expenses per Audited Statements$5,484,455
Expenses Not Reported on Financial Statements$-5,347
Other Expense Adjustments$-5,347
Expenses Not Reported on Form 990$-912,174
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Parties$3,229,910
Payroll Liabilities$582,483
Capital Accruals$6,692
Bond Issuance Cost$-1,093,166
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
Ridge Creek at Heritage
EIN
84-3276264
Phone
2693821255
Address
2400 PORTAGE STREET, KALAMAZOO, MI 49001

Signing Officer

Name
Amy Barnes
Title
CFO
Phone
2693821255
Signed
2026-03-18

Organization Details

Principal Officer
Amy Barnes
Formed
2019
Legal Domicile
Mi
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
29
Supplemental Narrative

Financial Statement Notes

Schedule D, Part V, Line 4

“Endowment funds are to be used to support the foundation as indicated by the donor”

Schedule D, Part XI, Line 2D

“MANAGEMENT FEES”

Schedule D, Part XI, Line 4B

“Gain/loss on sale of fixed assets”

Schedule D, Part XII, Line 2D

“MANAGEMENT FEES”

Schedule D, Part XII, Line 4B

“Gain/loss on sale of fixed assets”

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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 VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$44,626,700
Liabilities
$51,796,203
Net assets
-$7,169,503
Revenue
$4,864,762
Expenses
$6,391,282
Net income
-$1,526,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$44.6$51.8$7.17$4.86$6.39$1.53
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$51.8$5.83$4.64$6.18$1.54
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.3$51.7$4.42$2.83$5.24$2.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.9$53.9$2.02$0.02$1.49$1.47
2021Detailed filing. Detailed filing data is available for this year.$51.2$51.7$0.54$0.00$0.54$0.54
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00