HERITAGE PLACE INC DBA ORCHARD RIDGE INDEPENDENT LIVING

EIN: 820341101 501(c)(3) Housing & Shelter

COEUR DALENE, ID

Total Revenue
$2,236,177
Total Expenses
$3,314,366
Total Assets
$6,932,399
Net Assets
$-405,884
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
ID
Principal Officer
ANN JOHNSON
Phone
2086642680
Tax Period
2023-01-01 to 2023-12-31

HERITAGE PLACE INC DBA ORCHARD RIDGE INDEPENDENT LIVING, founded in 1977, is a community nonprofit in the Housing & Shelter sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $3.3M exceeded revenue, resulting in a 48% operating deficit.

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 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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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,031,945
Program Service Revenue $1,081,039
Investment Income $123,193
Other Revenue $0
TOTAL REVENUE $2,236,177

Expense Breakdown

Grants Paid $1,243,956
Salaries & Benefits $760,504
Fundraising Expenses $0
Program Expenses $2,915,738
Other Expenses $1,309,906
TOTAL EXPENSES $3,314,366

Year-over-Year Comparison

2023 2022 Change
Revenue $2,236,177 $1,983,260 +0.1%
Expenses $3,314,366 $1,728,994 +0.9%
Net Income $-1,078,189 $254,266 -5.2%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
30

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$157,687
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANN JOHNSON Executive Dir. 15.00
Officer
$0 $4,154 $157,687
ROD COLWELL President 0.50
Officer Director
$0 $0 $0
SARAH MCLAIN Secretary 0.50
Officer Director
$0 $0 $0
TONY BERNS Director 0.50
Director
$0 $0 $0
MIKE WILSON Treasurer 0.50
Officer Director
$0 $0 $0
DAVID BOBBITT Director 0.50
Director
$0 $0 $0
SUZANNE SUTTON METZGER Director 0.50
Director
$0 $0 $0
ANN FARRAR Director 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,236,177 $3,314,366 $6,932,399 $-1,078,189
2022 $1,983,260 $1,728,994 $7,681,149 $254,266
2021 $2,100,533 $2,249,963 $3,203,260 $-149,430
2020 $1,882,151 $1,755,280 $3,529,037 $126,871
2019 $1,916,177 $1,762,687 $3,370,477 $153,490
2018 $1,842,427 $1,691,429 $3,344,475 $150,998
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