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Heritage Village Seniors Inc

  • Paso Robles, CA
  • Tax-exempt since Aug. 1984
  • EIN: 77-0013266

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$33.8k (2024)

Expenses
$31.2k (2024)

Total Assets
$161k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,831
Expenses
$31,225
Net Income
$2,606
Net Assets
$160,501
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,268
48.1%
Program Services $0
Investment Income $7,526
22.2%
Net Fundraising $7,277
21.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $160,501
Total Liabilities $0
Net Assets $160,501
Compensation
Key Employees and Officers Compensation Other
Elaine Hollingsworth (Pres) $0 $0
Kerry Kraemer (Vicepresident) $0 $0
Joann Reinhardt (Treas) $0 $0
Mary Bently (Sec) $0 $0
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990-EZ
Filed on Sept. 27, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$38,564
Expenses
$27,099
Net Income
$11,465
Net Assets
$130,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,175
39.4%
Program Services $0
Investment Income $9,137
23.7%
Net Fundraising $11,452
29.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $130,591
Total Liabilities $0
Net Assets $130,591
Compensation
Key Employees and Officers Compensation Other
Elaine Hollingsworth (Sec) $0 $0
Dale Fieber (2 Nd Vice Pres) $0 $0
Kerry Kraemer (President) $0 $0
Joann Reinhardt (Treas) $0 $0
Kerry Kraemer (1 St Vice Pres) $0 $0
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990-EZ
Filed on Sept. 13, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$16,797
Expenses
$31,359
Net Income
-$14,562
Net Assets
$134,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,030
6.1%
Program Services $0
Investment Income $7,248
43.2%
Net Fundraising $4,739
28.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $134,698
Total Liabilities $0
Net Assets $134,698
Compensation
Key Employees and Officers Compensation Other
Kerry Kraemer (Pres) $0 $0
Elaine Hollingsworth (Sec) $0 $0
Randy Mills (Treas) $0 $0
Doreen Mills (1 St Vice Pres) $0 $0
Dale Fieber (2 Nd Vice Pres) $0 $0
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990-EZ
Filed on Nov. 7, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$9,054
Expenses
$20,426
Net Income
-$11,372
Net Assets
$124,744
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,381
37.3%
Program Services $0
Investment Income $2,392
26.4%
Net Fundraising $1,561
17.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $124,744
Total Liabilities $0
Net Assets $124,744
Compensation
Key Employees and Officers Compensation Other
Kerry Kraemer (Interim Pres) $0 $0
Elaine Hollingsworth (Sec) $0 $0
William Cloonan (Treas) $0 $0
Dale Fieber (2 Nd Vice Pres) $0 $0
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990-EZ
Filed on Oct. 6, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$23,635
Expenses
$31,470
Net Income
-$7,835
Net Assets
$136,116
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,065
38.4%
Program Services $0
Investment Income $577
2.4%
Net Fundraising $13,993
59.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $136,116
Total Liabilities $0
Net Assets $136,116
Compensation
Key Employees and Officers Compensation Other
Charlene Phipps (President) $0 $0
Kerry Kraemer (1 St Vp) $0 $0
Dale Fieber (2 Nd Vp) $0 $0
William Cloonan (Treasurer) $0 $0
Elaine Hollingsworth (Secretary) $0 $0
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990-EZ
Filed on Sept. 24, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,806
Expenses
$29,046
Net Income
-$2,240
Net Assets
$143,951
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,035
44.9%
Program Services $0
Investment Income $686
2.6%
Net Fundraising $14,085
52.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $143,951
Total Liabilities $0
Net Assets $143,951
Compensation
Key Employees and Officers Compensation Other
Charlene Phipps (President) $0 $0
Kerry Kraemer (1 St Vp) $0 $0
Dale Fieber (2 Nd Vp) $0 $0
William Cloonan (Treasurer) $0 $0
Elaine Hollingsworth (Secretary) $0 $0
+ View more people

Document Links

990-EZ
Filed on Sept. 9, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,844
Expenses
$26,982
Net Income
-$6,138
Net Assets
$146,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,630
75.0%
Program Services $0
Investment Income $948
4.5%
Net Fundraising $4,266
20.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $146,191
Total Liabilities $0
Net Assets $146,191
Compensation
Key Employees and Officers Compensation Other
Charlene Phipps (President) $0 $0
Kerry Kraemer (1 St Vp) $0 $0
Dale Fieber (2 Nd Vp) $0 $0
William Cloonan (Treasurer) $0 $0
June Turnquist (Secretary) $0 $0
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990-EZ
Filed on Aug. 16, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$21,622
Expenses
$22,177
Net Income
-$555
Net Assets
$152,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,563
90.5%
Program Services $0
Investment Income $133
0.6%
Net Fundraising $1,926
8.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $152,329
Total Liabilities $0
Net Assets $152,329
Compensation
Key Employees and Officers Compensation Other
Skeeter Innocenti (President) $0 $0
Charlene Phipps (1 St Vp) $0 $0
June Turnquist (2 Nd Vp) $0 $0
William Cloonan (Treasurer) $0 $0
Helen Hansen (Secretary) $0 $0
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990-EZ
Filed on Aug. 8, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$32,477
Expenses
$35,167
Net Income
-$2,690
Net Assets
$152,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,408
87.5%
Program Services $0
Investment Income $514
1.6%
Net Fundraising $3,555
10.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $152,884
Total Liabilities $0
Net Assets $152,884
Compensation
Key Employees and Officers Compensation Other
Skeeter Innocenti (President) $0 $0
Brenda Kalosh (1 St Vp) $0 $0
Elaine Hollingsworth (2 Nd Vp) $0 $0
William Cloonan (Treasurer) $0 $0
Glenda Wahlenmeir (Secretary) $0 $0
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990-EZ
Filed on July 14, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,772
Expenses
$30,945
Net Income
-$4,173
Net Assets
$155,574
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,603
77.0%
Program Services $0
Investment Income $858
3.2%
Net Fundraising $5,311
19.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $155,574
Total Liabilities $0
Net Assets $155,574
Compensation
Key Employees and Officers Compensation Other
Kerry Kraemer (President) $0 $0
Brenda Kalosh (1 St Vp) $0 $0
Elaine Hollingsworth (2 Nd Vp) $0 $0
Ralph Allison (Treasurer) $0 $0
Patty Johnson (Secretary) $0 $0
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Document Links

990-EZ
Filed on June 16, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$30,283
Expenses
$32,643
Net Income
-$2,360
Net Assets
$159,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,174
79.8%
Program Services $0
Investment Income $449
1.5%
Net Fundraising $5,660
18.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $159,747
Total Liabilities $0
Net Assets $159,747
Compensation
Key Employees and Officers Compensation Other
Kerry Kraemer (President) $0 $0
Brenda Kalosh (1 St Vp) $0 $0
Elaine Hollingsworth (2 Nd Vp) $0 $0
Ralph Allison (Treasurer) $0 $0
Patty Johnson (Secretary) $0 $0
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990-EZ
Filed on June 18, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$26,323
Expenses
$29,069
Net Income
-$2,746
Net Assets
$162,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,246
69.3%
Program Services $0
Investment Income $347
1.3%
Net Fundraising $7,645
29.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $85
0.3%
Assets/Debt
Total Assets $162,107
Total Liabilities $0
Net Assets $162,107

Document Links

990-EZ
Filed on Sept. 26, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$20,612
Expenses
$32,608
Net Income
-$11,996
Net Assets
$164,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,694
66.4%
Program Services $0
Investment Income $610
3.0%
Net Fundraising $6,308
30.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $164,892
Total Liabilities $39
Net Assets $164,853

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated