Nonprofit · EIN 38-2775795
HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC
Tax-exempt · KALAMAZOO, MI 49001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,084,839 | $576,220 | $508,619 | $8,150,061 | $18,236 | $8,131,825 |
| June 30, 2024 | 990 | $536,713 | $477,661 | $59,052 | $7,055,098 | $7,817 | $7,047,281 |
| June 30, 2023 | 990 | $745,977 | $421,377 | $324,600 | $6,258,775 | -$77,413 | $6,336,188 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $876,509
- Program service revenue
- $0
- Investment income
- $243,279
- Net gain from sales of assets
- $1,146
- Net income from fundraising events
- -$34,949
- Other revenue
- -$34,949
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $71,436
- Travel
- $2
- Depreciation
- $5,604
- Program services (functional)
- $299,169
- Management and general (functional)
- $166,699
- Fundraising (functional)
- $110,352
Balance sheet and other
- Total assets, start of year
- $7,055,098
- Total assets, end of year
- $8,150,061
- Total liabilities, end of year
- $18,236
- Net assets, end of year
- $8,131,825
- Publicly traded securities
- $5,695,495
- Net assets without donor restrictions
- $6,430,555
- Net assets with donor restrictions
- $1,701,270
- Gross receipts
- $1,119,788
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1945
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RACHEL OLMSTED | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $225,502 | $5,007 |
| PAUL BARBER | VICE PRESIDENT OF OPERATIONS Officer | 1 | $0 | $205,296 | $14,604 |
| LINDSAY MORSE | DIRECTOR OF HEALTH SERVICES Key employee | 0 | $0 | $155,701 | $11,273 |
| MATTHEW SHANKLE | VICE PRESIDENT OF MARKETING & SALES Officer | 0 | $0 | $149,030 | $14,604 |
| KATHRYL BOWEN | RN, UPJOHN Highest-paid employee | 0 | $0 | $140,746 | $0 |
| AMY BARNES | CFO Officer | 1 | $0 | $121,075 | $14,604 |
| JENNIFER PIOTROWICZ | VICE PRESIDENT HUMAN RESOURCES Officer | 1 | $0 | $132,882 | $0 |
| BELINDA JANSON | CNA UPJOHN Highest-paid employee | 0 | $0 | $126,614 | $5,725 |
| HEATHER RENTER | SENIOR DIRECTOR OF RESIDENT LIFE AND THE MCLC Highest-paid employee | 0 | $0 | $119,331 | $8,009 |
| JOAN CHUMBA | RN, UPJOHN Highest-paid employee | 0 | $0 | $115,292 | $0 |
| TRACI PATNOUDE | DIRECTOR INDEPENDENT LIVING Highest-paid employee | 0 | $0 | $108,391 | $0 |
| JULIE DEPPNER | CEO Officer | 1 | $0 | $81,036 | $0 |
| REX BELL | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB MILLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM MILLARD | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN RINZEMA | SECRETARY Trustee or director, Officer | 1 | $0 |
| J JOSEPH BROGGER II | DIRECTOR Trustee or director | 1 | $0 |
| LAURA ELLER | DIRECTOR Trustee or director | 1 | $0 |
| JACK KEISER | DIRECTOR Trustee or director | 1 | $0 |
| KIM HATCHEL | DIRECTOR Trustee or director | 1 | $0 |
| SIDNEY ELLIS | DIRECTOR Trustee or director | 1 | $0 |
| TROY CUVELIER | FOUNDATION BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| ANDREW DENOOYER | FOUNDATION BOARD TREASURER Trustee or director, Officer | 1 | $0 |
| DR TOM OWEN | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 |
| HELEN BOGATSCHOW | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 |
| TERRY O'CONNOR | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 |
| SCOTT SYLVESTER | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 |
| JAMIE MELVIN | DIRECTOR Trustee or director | 1 | $0 |
| JACK SIZER | DIRECTOR Trustee or director | 1 | $0 |
| J JOSEPH BROGGER II | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RACHEL OLMSTED | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $217,654 | $4,702 |
| PAUL BARBER | VICE PRESIDENT OF OPERATIONS Officer | 1 | $0 | $194,494 | $13,280 |
| JAY PRINCE | CEO Officer | 1 | $0 | $182,957 | $2,217 |
| LINDSAY MORSE | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 0 | $0 | $144,378 | $11,368 |
| MATTHEW SHANKLE | VICE PRESIDENT OF MARKETING & SALES Officer | 0 | $0 | $131,671 | $13,280 |
| JOAN CHUMBA | RN, UPJOHN Highest-paid employee | 0 | $0 | $140,104 | $0 |
| KATHRYL BOWEN | RN, UPJOHN Highest-paid employee | 0 | $0 | $134,670 | $0 |
| AMY BARNES | CONTROLLER Highest-paid employee | 1 | $0 | $117,581 | $13,280 |
| JENNIFER PIOTROWICZ | SENIOR DIRECTOR, HUMAN RESOURCES Highest-paid employee | 1 | $0 | $124,584 | $0 |
| REX BELL | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB MILLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM MILLARD | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAN RINZEMA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES ESCAMILLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAURA ELLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK KEISER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DONNA OAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SIDNEY ELLIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TROY CUVELIER | FOUNDATION BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES ESCAMILLA | FOUNDATION VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW DENOOYER | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR TOM OWEN | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HELEN BOGATSCHOW | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY O'CONNOR | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT SYLVESTER | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY PRINCE | CEO Officer | 1 | $0 | $324,773 | $4,276 |
| RACHEL OLMSTED | CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $200,822 | $4,276 |
| PAUL BARBER | VICE PRESIDENT OF OPERATIONS Officer | 1 | $0 | $159,990 | $11,717 |
| LINDSAY MORSE | DIRECTOR OF HEALTH SERVICES Highest-paid employee | 0 | $0 | $141,874 | $10,544 |
| MATTHEW SHANKLE | VICE PRESIDENT OF MARKETING & SALES Officer | 0 | $0 | $126,502 | $11,717 |
| BELINDA JANSON | CNA Highest-paid employee | 0 | $0 | $129,199 | $5,000 |
| ROXANNE FLETCHER | DIRECTOR OF IT Highest-paid employee | 1 | $0 | $109,510 | $16,221 |
| DAWN NICKRENT | DIRECTOR OF NURSING Highest-paid employee | 0 | $0 | $109,278 | $11,465 |
| AMY BARNES | CONTROLLER Highest-paid employee | 1 | $0 | $104,677 | $11,717 |
| DENISE EBERTH | VICE PRESIDENT HUMAN RESOURCES Officer | 1 | $0 | $101,800 | $0 |
| REX BELL | BOARD PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BOB MILLER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM MILLARD | BOARD TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SIDNEY ELLIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES ESCAMILLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAURA ELLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID HERBEL | EX OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL KNAPP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD NAGLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RON CISLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAN RINZEMA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA MOORE | FOUNDATION BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES ESCAMILLA | FOUNDATION VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GREGORY ST ARNAULD | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR TOM OWEN | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HELEN BOGATSCHOW | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TROY CUVELIER | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES STEPHANAK | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT SYLVESTER | FOUNDATION BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 PORTAGE ST, KALAMAZOO, MI 49001-3728
- Principal officer (990 for 2024)
- AMY BARNES, 2400 PORTAGE STREET, KALAMAZOO, MI 49001
- Signed the 990
- Amy Barnes, CFO
- Phone
- (269) 382-1255
- Website
- WWW.HERITAGECOMMUNITY.COM
Mission
WE WILL BE THE PREMIER SENIOR LIVING PROVIDER THAT CELEBRATES THE WHOLE PERSON WHILE EMBRACING FAMILIES AND PARTNERING WITH THE COMMUNITY
Program accomplishments
- TO FOSTER AN INTEREST IN ASSISTANCE FOR THE AGED AND TO SUPPORT A CONTINUUM OF CARE FOR SENIORS. A TOTAL OF FIVE GRANTS ARE FOR CONTINUED FUNDING OF OUR MEMORY CARE LEARNING CENTER AND HERITAGE PROMISE FUND FOR BENEVOLENT CARE. $290,000 IN GRANTS WERE AWARDED AND $228,338 WAS SPENT IN FISCAL YEAR 06/30/2025.Expenses $299,169 · grants $290,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2775795
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,150,061
- Income (IRS master file)
- $1,119,788
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,084,839 | $576,220 | $8,150,061 | XML |
| 990 | June 2024 | $536,713 | $477,661 | $7,055,098 | IRS |
| 990 | June 2023 | $745,977 | $421,377 | $6,258,775 | XML |
| 990 | June 2022 | $672,965 | $290,470 | $5,596,831 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2775795).
Questions about HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC
- What is the EIN of HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC?
- The employer identification number (EIN) of HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC is 38-2775795.
- Is HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names AMY BARNES.
- Who are the officers and directors of HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 30 people; 0 received compensation from the organization.
- How much revenue does HERITAGE COMMUNITY OF KALAMAZOO FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,084,839, expenses of $576,220 and total assets of $8,150,061 at year end.
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