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Michigan · Nonprofit

HERITAGE COMMUNITY OF KALAMAZOO

HERITAGE COMMUNITY OF KALAMAZOO (Michigan) receives grants from 14 organizations whose IRS filings report $1,327,774 to it, the largest being SUZANNE UPJOHN DELANO PARISH FOUNDATION ($425,000). 10 of them have funded it in more than one year.

Revenue FY2025
$5.7M
Funders on record
14
Grants received
$1.3M
Net assets
$-3972516
10/14 repeat funderspeak grant-dependency 7%
01What it does

What Heritage Community of Kalamazoo does

Mission

We will be the premier senior living provider that celebrates the whole person while embracing families and partnering with the community

As stated on its FY2025 Form 990.

Programs

  1. Primary Support to Other Organizations

    $1,932,869 spent$5,441,552 earned by the program
    100% of program spending
  2. Other program services, not described on the e-filed return.

    $0 spent
    0% of program spending

The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $1,932,869.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($3.1M) Expenses 100 ($3.1M)2018 Revenue 108 ($3.3M) Expenses 110 ($3.4M)2019 Revenue 123 ($3.8M) Expenses 187 ($5.7M)2020 Revenue 124 ($3.8M) Expenses 157 ($4.8M)2021 Revenue 150 ($4.6M) Expenses 136 ($4.2M)2022 Revenue 148 ($4.6M) Expenses 150 ($4.6M)2023 Revenue 199 ($6.1M) Expenses 179 ($5.5M)2024 Revenue 184 ($5.7M) Expenses 189 ($5.8M)2025 Revenue 186 ($5.7M) Expenses 189 ($5.8M)
'17'18'19'20'21'22'23'24'25
Revenue (186)Expenses (189)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $9.2M to $14M (+57%).

$-1833956
$-1785500
$-2804777
$-322138
$-4324760
$-4368318
$5.6M
$9.2M
$14M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2018 0% · 2019 0% · 2020 0% · 2021 10% · 2022 0% · 2023 9% · 2024 0% · 2025 1%. Grants only. Government contracts and fees sit inside program revenue.

2% of HERITAGE COMMUNITY OF KALAMAZOO’s revenue is contributions — more earned-revenue than three-quarters of its peers (81% for the typical peer).

This organization
Typical peer · 11,793 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 7 of the last 9 reported years ran a deficit.

−$6k
’17
−$61k
’18
−$2.0M
’19
−$1.0M
’20
$438k
’21
−$56k
’22
$608k
’23
−$168k
’24
−$89k
’25
9.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Julie Deppner

CEO

Board chair

Rex L Bell

Board chair

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2024 and FY2025 filings.

'17'18'19'20'21'22'23'24'25
Listed161919212120211820
Joined·+3+2+4+4+6+2+5+5
No longer listed·02247183
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 3 funders to 6 funders, grant income rose $20k → $131k.

4 of 14 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 18% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of HERITAGE COMMUNITY OF KALAMAZOO’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

HERITAGE COMMUNITY OF KALAMAZOO leans on a few funders — its largest provides 32% of grant income and the top three 71%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

32%
largest funder
71%
top three
~5
effective funders

Largest funder’s share by year: 2017 74% · 2018 87% · 2019 46% · 2020 76% · 2021 69% · 2022 80% · 2023 77% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

36% of HERITAGE COMMUNITY OF KALAMAZOO's funders are still giving 3 years after their first grant; 71% give in more than one year at all.

first grant+1y+2y+3y+4y+5y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

100% of HERITAGE COMMUNITY OF KALAMAZOO's grant income comes from Michigan funders.

MI
NY

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Michigan out of state home

Funder states come from each funder’s own filing. $234k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

HERITAGE COMMUNITY OF KALAMAZOO holds deeper cash reserves than three-quarters of the 6,891 human services nonprofits its size.

Operating margin−2% · below the median
Months of reserve9.1mo · top quartile
Revenue growth (annualized)8% · above the median

this organization peer median middle 50% of peers· 6,891 human services nonprofits $1M–$10M, FY2025

Organizations like HERITAGE COMMUNITY OF KALAMAZOO

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Michigan

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

33% of spending goes to programs.

Program 33%Management 65%Fundraising 2%

Governance

8
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention–Board reviewed the 990✓Audited financials

Footprint & structure

Files a return copy in 1 state

MI

Part of a family of 10 related entities

  • Directors Hall · exempt
  • Heritage Community of Kalamazoo Foundation · exempt
  • Harold & Grace Upjohn Community Care Center · exempt
  • Wyndham · exempt
  • Amber Way-Wyndham West · exempt

Screen this organization

A dated, signed PDF of the compliance screen for HERITAGE COMMUNITY OF KALAMAZOO: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds HERITAGE COMMUNITY OF KALAMAZOO?
HERITAGE COMMUNITY OF KALAMAZOO (Michigan) receives grants from 14 organizations whose IRS filings report $1,327,774 to it, the largest being SUZANNE UPJOHN DELANO PARISH FOUNDATION ($425,000). 10 of them have funded it in more than one year.
How many funders does HERITAGE COMMUNITY OF KALAMAZOO have?
IRS filings report 14 organizations giving $1,327,774 in grants to HERITAGE COMMUNITY OF KALAMAZOO, 10 of which have funded it in more than one year.
Who is the largest funder of HERITAGE COMMUNITY OF KALAMAZOO?
SUZANNE UPJOHN DELANO PARISH FOUNDATION is the largest funder on record, with $425,000 in grants. The full list of funders is on this page.
How can an organization like HERITAGE COMMUNITY OF KALAMAZOO find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Michigan. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Heritage Community of Kalamazoo →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 14 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing