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  5. HERITAGE PLACE, INC.

HERITAGE PLACE, INC.

Company Details

Name: HERITAGE PLACE, INC.
Jurisdiction: Idaho
Legal type: Non-Profit Corporation (D)
Status: Active-Good Standing
Date of registration: 17 Jan 1977 (48 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 176216
Place of Formation: IDAHO
File Number: 176216
ZIP code: 83814
County: Kootenai County
Mailing Address: 702 N HIGHWAY 95 COEUR D ALENE, ID 83814-2333

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
HERITAGE PLACE 401(K) PLAN 2010 820341101 2011-07-28 HERITAGE PLACE, INC. 29
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 623000
Sponsor’s telephone number 2086642680
Plan sponsor’s address 702 W. WALNUT, COEUR D ALENE, ID, 83814

Plan administrator’s name and address
Administrator’s EIN 820341101
Plan administrator’s name HERITAGE PLACE, INC.
Plan administrator’s address 702 W. WALNUT, COEUR D ALENE, ID, 83814
Administrator’s telephone number 2086642680

Signature of
Role Plan administrator
Date 2011-07-28
Name of individual signing MIKE GRABENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-28
Name of individual signing MIKE GRABENSTEIN
Valid signature Filed with authorized/valid electronic signature
HERITAGE PLACE 401(K) PLAN 2009 820341101 2010-10-11 HERITAGE PLACE, INC. 32
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2001-01-01
Business code 623000
Sponsor’s telephone number 2086642680
Plan sponsor’s address 702 W. WALNUT, COEUR D ALENE, ID, 83814

Plan administrator’s name and address
Administrator’s EIN 820341101
Plan administrator’s name HERITAGE PLACE, INC.
Plan administrator’s address 702 W. WALNUT, COEUR D ALENE, ID, 83814
Administrator’s telephone number 2086642680

Signature of
Role Plan administrator
Date 2010-10-11
Name of individual signing MIKE GRABENSTEIN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-10-11
Name of individual signing MIKE GRABENSTEIN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
ANN JOHNSON Agent 702 N HIGHWAY 95, COEUR D ALENE, ID 83814

President

Name Role Address Appointed On Resigned On
Linda Scharnhorst President 702 W WALNUT AVE, COEUR D'ALENE, ID 83814 2020-12-03 2021-12-03
Rod Caldwell President 702 W WALNUT AVE, COEUR D'ALENE, ID 83814 2023-12-05 2023-12-05
Doug Elliott President 702 W WALNUT AVE, COEUR D'ALENE, ID 83814 2021-12-03 2022-12-06

Treasurer

Name Role Address Appointed On
Mike Wilson Treasurer 702 W WALNUT AVE, COEUR D'ALENE, ID 83814 2022-12-06

Filing

Filing Name Filing Number Filing date
Annual Report 0005999062 2024-12-03
Annual Report 0005499955 2023-12-05
Annual Report 0005014620 2022-12-06
Annual Report 0004513734 2021-12-03
Annual Report 0004084920 2020-12-03
Annual Report 0003697077 2019-12-03
Annual Report 0003400984 2019-01-18
Annual Report 0001618827 2017-12-04
Annual Report 0001618825 2016-11-23
Annual Report 0001618823 2015-11-16

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
ID16T782006-11I Department of Housing and Urban Development 14.195 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM 2011-01-01 2030-12-31 CONT RENEWALS ALL TYPES
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D'ALENE, KOOTENAI, IDAHO, 83814, UNITED STATES
Obligated Amount 303240.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
ID050277201-11I Department of Housing and Urban Development 14.195 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM 2011-01-01 2030-12-31 CONT RENEWALS ALL TYPES
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D'ALENE, KOOTENAI, IDAHO, 83814, UNITED STATES
Obligated Amount 565596.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
ID050277201-10Z Department of Housing and Urban Development 14.195 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM 2009-11-01 2009-11-30 CONT RENEWALS ALL TYPES
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D ALENE, KOOTENAI, IDAHO, 83814-2361
Obligated Amount 598868.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
ID16T782006-10Z Department of Housing and Urban Development 14.195 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM 2009-11-01 2009-11-30 CONT RENEWALS ALL TYPES
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D ALENE, KOOTENAI, IDAHO, 83814-2361
Obligated Amount 311332.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
ID050277201-07Z Department of Housing and Urban Development 14.195 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM 2008-10-01 2009-08-31 CONT RENEWALS ALL TYPES
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D ALENE, KOOTENAI, IDAHO, 83814-2361
Obligated Amount 504791.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
ID16T782006-09Z Department of Housing and Urban Development 14.195 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM 2008-10-01 2009-08-31 CONT RENEWALS ALL TYPES
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D ALENE, KOOTENAI, IDAHO, 83814-2361
Obligated Amount 250913.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
ID050277201-09Z Department of Housing and Urban Development 14.317 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM SPECIAL ALLOCATIONS (RECOVERY ACT FUNDED) 2008-10-01 2009-08-31 CONTRACT SVS S8 FUNDS
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D ALENE, KOOTENAI, IDAHO, 83814-2361
Obligated Amount 422831.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
ID050277201-08Z Department of Housing and Urban Development 14.195 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM 2007-10-01 2008-09-30 CONT RENEWALS ALL TYPES
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D ALENE, KOOTENAI, IDAHO, 83814-2361
Obligated Amount 154400.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
ID16T782006-08Z Department of Housing and Urban Development 14.195 - SECTION 8 HOUSING ASSISTANCE PAYMENTS PROGRAM 2007-10-01 2008-09-30 CONT RENEWALS ALL TYPES
Recipient HERITAGE PLACE, INC.
Recipient Name Raw HERITAGE PLACE PHASE 1
Recipient UEI ZKDBCQ3KZ6D3
Recipient DUNS 795298843
Recipient Address 702 W WALNUT, COEUR D ALENE, KOOTENAI, IDAHO, 83814-2361
Obligated Amount 80200.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
82-0341101 Corporation Unconditional Exemption 702 W WALNUT, COEUR DALENE, ID, 83814-2333 1979-03
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2023-12
Asset 5,000,000 to 9,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 6932399
Income Amount 2236177
Form 990 Revenue Amount 2236177
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name HERITAGE PLACE INC
EIN 82-0341101
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE INC
EIN 82-0341101
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE INC DBA THE GROVE 1 AND 2 AT ORCHARD RIDGE
EIN 82-0341101
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE INC DBA THE GROVE 1 AND 2 AT ORCHARD RIDGE
EIN 82-0341101
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE INC DBA THE GROVE 1 AND 2 AT ORCHARD RIDGE
EIN 82-0341101
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE INC DBA THE GROVE 1 AND 2 AT ORCHARD RIDGE
EIN 82-0341101
Tax Period 201612
Filing Type E
Return Type 990
File View File

Related by officers

ANN JOHNSON

COEUR D'ALENE HOMES, INC. CDAH MANAGEMENT LLC COEUR D'ALENE HOMES PHASE II, INC. ARETE CENTER FOR EXCELLENCE, LLC

Linda Scharnhorst

COEUR D'ALENE HOMES, INC. CDAH MANAGEMENT LLC HERITAGE PLACE PHASE III, INC. COEUR D'ALENE HOMES PHASE II, INC. Heritage Place Apartments LLC

Mike Wilson

COEUR D'ALENE HOMES, INC. CDAH MANAGEMENT LLC BLUELINX CORPORATION VETERANS OF FOREIGN WARS NATIONAL HOME FOR CHILDREN, INC. HERITAGE PLACE PHASE III, INC. COEUR D'ALENE HOMES PHASE II, INC. UNIVERSITY OF IDAHO LABORATORY OF APPLIED SCIENCE & RESEARCH, INC. Heritage Place Apartments LLC The Arbor at Orchard Ridge, Inc.

Doug Elliott

COEUR D'ALENE HOMES, INC. HERITAGE PLACE PHASE III, INC.

Related by address

No related companies by address

Date of last update: 01 Apr 2025

Sources: Idaho Secretary of State

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