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Lake Chelan Senior Housing Inc

Heritage Heights At Lake Chelan

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.

Category: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.49M (2022)

Expenses
$1.53M (2022)

Total Assets
$1.28M (2022)

Total Liabilities
$1.67M (2022)

Source: Form 990 tax filings from 2011 to 2022

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 Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,494,606
Expenses
$1,525,180
Net Income
-$30,574
Net Assets
-$386,468
Notable Sources of Revenue Percent of Total Revenue
Contributions $374,046
25.0%
Program Services $1,120,560
75.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $745,778
48.9%
Assets/Debt
Total Assets $1,279,426
Total Liabilities $1,665,894
Net Assets -$386,468
Compensation
Key Employees and Officers Compensation Related Other
Timi Starkweather (Board Chairman) $0 $0 $0
Steve Firman (Treasurer) $0 $0 $0
Susie Hepner (Vice Chair) $0 $0 $0
Leslie Myers (Secretary) $0 $0 $0
Wendy Isenhart (Member) $0 $0 $0
Sharon Lukacs (Member) $0 $0 $0
Bruce Bain (Member) $0 $0 $0
Melissa Robins (Vice Chair) $0 $0 $0
Deanna Griggs (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,137,102
Expenses
$1,298,787
Net Income
-$161,685
Net Assets
-$355,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $191,231
16.8%
Program Services $945,519
83.2%
Investment Income $352
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $647,995
49.9%
Assets/Debt
Total Assets $1,327,307
Total Liabilities $1,683,205
Net Assets -$355,898
Compensation
Key Employees and Officers Compensation Related Other
Manuel Navarro (Board Chairm) $0 $0 $0
Steve Firman (Treasurer) $0 $0 $0
Thyra Starkweather (Vice Chair) $0 $0 $0
Leslie Myers (Secretary) $0 $0 $0
Kelly Allen (Member) $0 $0 $0
Wendy Isenhart (Member) $0 $0 $0
Susie Hepner (Member) $0 $0 $0
Bruce Bain (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,254,501
Expenses
$1,201,984
Net Income
$52,517
Net Assets
-$222,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $215,416
17.2%
Program Services $1,037,923
82.7%
Investment Income $1,162
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $616,522
51.3%
Assets/Debt
Total Assets $1,441,445
Total Liabilities $1,663,715
Net Assets -$222,270
Compensation
Key Employees and Officers Compensation Related Other
Manuel Navarro (Board Chairm) $0 $0 $0
Steve Firman (Treasurer) $0 $0 $0
Amanda Ballou (Ceo) $0 $0 $0
Timi Starkweather (Vice Chair) $0 $0 $0
Leslie Myers (Secretary) $0 $0 $0
Kelly Allen (Member) $0 $0 $0
Wendy Isenhart (Member) $0 $0 $0
Linda Maloney (Member) $0 $0 $0
Susie Hepner (Member) $0 $0 $0
Bruce Bain (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,160,360
Expenses
$1,143,043
Net Income
$17,317
Net Assets
-$276,667
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,020
0.2%
Program Services $1,154,681
99.5%
Investment Income $3,659
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $639,688
56.0%
Assets/Debt
Total Assets $1,478,465
Total Liabilities $1,755,132
Net Assets -$276,667
Compensation
Key Employees and Officers Compensation Related Other
Launie Buck (Member) $0 $0 $0
Bob Castrodale (Member) $0 $0 $0
Steve Firman (Treasurer) $0 $0 $0
Leslie Myers (Secretary) $0 $0 $0
Manuel Navarro (Board Chairm) $0 $0 $0
Karla Robison (Member) $0 $0 $0
Timi Starkweather (Vice Chair) $0 $0 $0
Amanda Ballou (Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,137,795
Expenses
$1,112,880
Net Income
$24,915
Net Assets
-$285,792
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,900
0.2%
Program Services $1,135,744
99.8%
Investment Income $151
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $620,430
55.7%
Assets/Debt
Total Assets $1,508,762
Total Liabilities $1,794,554
Net Assets -$285,792
Compensation
Key Employees and Officers Compensation Related Other
Manuel Navarro (Board Chairm) $0 $0 $0
Steve Firman (Vice Chairma) $0 $0 $0
Bob Castrodale (Secretary) $0 $0 $0
Kathi Fedor (Member) $0 $0 $0
Mike Torres (Member) $0 $0 $0
Kathy Miller (Member) $0 $0 $0
Amanda Ballou (Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,081,556
Expenses
$1,090,991
Net Income
-$9,435
Net Assets
-$303,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,212
1.6%
Program Services $1,064,686
98.4%
Investment Income $1,821
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,163
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $605,511
55.5%
Assets/Debt
Total Assets $1,540,984
Total Liabilities $1,844,213
Net Assets -$303,229
Compensation
Key Employees and Officers Compensation Related Other
Manuel Navarro (Board Chairm) $0 $0 $0
Steve Firman (Vice Chairma) $0 $0 $0
Bob Castrodale (Secretary) $0 $0 $0
Kathi Fedor (Member) $0 $0 $0
Mike Torres (Member) $0 $0 $0
Kathy Miller (Member) $0 $0 $0
Amanda Ballou (Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,092,546
Expenses
$1,057,280
Net Income
$35,266
Net Assets
-$271,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,425
0.4%
Program Services $1,086,797
99.5%
Investment Income $1,324
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $46,505
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $500,023
47.3%
Assets/Debt
Total Assets $1,617,228
Total Liabilities $1,888,852
Net Assets -$271,624
Compensation
Key Employees and Officers Compensation Related Other
Amanda Ballou (Ceo) $46,505 $0 $0
Manuel Navarro (Board Chairm) $0 $0 $0
Steve Firman (Vice Chairma) $0 $0 $0
Bob Castrodale (Secretary) $0 $0 $0
Kathi Fedor (Member) $0 $0 $0
Mike Torres (Member) $0 $0 $0
Kathy Miller (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,008,537
Expenses
$983,592
Net Income
$24,945
Net Assets
-$318,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,575
0.2%
Program Services $1,006,468
99.8%
Investment Income $494
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $45,181
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $437,232
44.5%
Assets/Debt
Total Assets $1,644,291
Total Liabilities $1,962,722
Net Assets -$318,431
Compensation
Key Employees and Officers Compensation Related Other
Amanda Ballou (Ceo) $45,181 $0 $0
Manuel Navarro (Board Chairm) $0 $0 $0
Steve Firman (Vice Chairma) $0 $0 $0
Bob Castrodale (Secretary) $0 $0 $0
Kathi Fedor (Member) $0 $0 $0
Mike Torres (Member) $0 $0 $0
Kathy Miller (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$985,320
Expenses
$947,815
Net Income
$37,505
Net Assets
-$336,078
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,910
0.4%
Program Services $980,917
99.6%
Investment Income $493
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,896
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $411,583
43.4%
Assets/Debt
Total Assets $1,679,689
Total Liabilities $2,015,767
Net Assets -$336,078
Compensation
Key Employees and Officers Compensation Related Other
Amanda Ballou (Ceo) $44,380 $0 $516
Manuel Navarro (Board Chair) $0 $0 $0
Rosie Epstein (Treasurer) $0 $0 $0
Bob Castrodale (Secretary) $0 $0 $0
Steve Firman (Vice President) $0 $0 $0
Kathy Fedor (Member) $0 $0 $0
Mike Torres (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$971,012
Expenses
$1,055,664
Net Income
-$84,652
Net Assets
-$373,583
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,091
0.4%
Program Services $966,595
99.5%
Investment Income $326
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,896
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $378,664
35.9%
Assets/Debt
Total Assets $1,689,053
Total Liabilities $2,062,636
Net Assets -$373,583
Compensation
Key Employees and Officers Compensation Related Other
Amanda Ballou (Ceo) $44,380 $0 $516
Nancy Bolomey (President) $0 $0 $0
Manuel Navarro (Vice President) $0 $0 $0
Rosie Epstein (Treasurer) $0 $0 $0
Bob Castrodale (Secretary) $0 $0 $0
Kathy Fedor (Member) $0 $0 $0
Steve Firman (Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$882,129
Expenses
$905,188
Net Income
-$23,059
Net Assets
-$288,931
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,324
1.3%
Program Services $870,254
98.7%
Investment Income $551
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,280
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $352,113
38.9%
Assets/Debt
Total Assets $1,654,839
Total Liabilities $1,943,770
Net Assets -$288,931

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$859,906
Expenses
$961,422
Net Income
-$101,516
Net Assets
-$265,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,654
0.7%
Program Services $852,848
99.2%
Investment Income $1,404
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $44,280
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $353,915
36.8%
Assets/Debt
Total Assets $1,736,513
Total Liabilities $2,002,385
Net Assets -$265,872

Document Links

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2001

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

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 »

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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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