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HERITAGE PLACE PHASE III, INC.

Company Details

Name: HERITAGE PLACE PHASE III, INC.
Jurisdiction: Idaho
Legal type: Non-Profit Corporation (D)
Status: Active-Good Standing
Date of registration: 24 Mar 2005 (20 years ago)
Financial Date End: 31 Mar 2026
Entity Number: 484401
Place of Formation: IDAHO
File Number: 484401
ZIP code: 83814
County: Kootenai County
Mailing Address: 702 W WALNUT AVE COEUR D ALENE, ID 83814-2333

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
UJMVMCH1N5Q3 2024-12-17 1205 LINCOLN WAY, COEUR D ALENE, ID, 83814, 5765, USA 702 W WALNUT AVE, COEUR D ALENE, ID, 83814, USA

Business Information

URL www.theorchardcda.org
Congressional District 01
State/Country of Incorporation ID, USA
Activation Date 2023-12-20
Initial Registration Date 2012-03-13
Entity Start Date 2005-03-24
Fiscal Year End Close Date Dec 31

Points of Contacts

Electronic Business
Title PRIMARY POC
Name ANN F. JOHNSON
Role EXECUTIVE DIRECTOR
Address 702 W WALNUT AVE, COEUR D ALENE, ID, 83814, USA
Title ALTERNATE POC
Name TINA ECKHARDT
Address 702 W WALNUT AVE, COEUR D ALENE, ID, 83814, USA
Government Business
Title PRIMARY POC
Name ANN F. JOHNSON
Role EXECUTIVE DIRECTOR
Address 702 W WALNUT AVE, COEUR D ALENE, ID, 83814, USA
Title ALTERNATE POC
Name TINA ECKHARDT
Address 702 W WALNUT AVE, COEUR D ALENE, ID, 83814, USA
Past Performance
Title PRIMARY POC
Name ANN F. JOHNSON
Role EXECUTIVE DIRECTOR
Address 702 W WALNUT AVE, COEUR D ALENE, ID, 83814, USA

President

Name Role Address Appointed On Resigned On
Doug Elliott President 702 W WALNUT AVE, COEUR D ALENE, ID 83814 2022-02-03 2023-02-03
Linda Scharnhorst President 702 W WALNUT AVE, COEUR D ALENE, ID 83814 2021-02-03 2022-02-03
Rod Colwell President 702 W WALNUT AVE, COEUR D ALENE, ID 83814 2024-02-05 2024-02-05

Treasurer

Name Role Address Appointed On
Mike Wilson Treasurer 702 W WALNUT AVE, COEUR D ALENE, ID 83814 2023-02-03

Agent

Name Role Address
Ashley Healey Agent 1205 LINCOLN WAY, COEUR D ALENE, ID 83814-5765

Filing

Filing Name Filing Number Filing date
Annual Report 0006200450 2025-04-08
Annual Report 0005583726 2024-02-05
Annual Report 0005093924 2023-02-03
Annual Report 0004590227 2022-02-03
Annual Report 0004151790 2021-02-03
Annual Report 0003794668 2020-03-03
Annual Report 0003454714 2019-03-15
Annual Report 0003016873 2018-01-23
Annual Report 0003016871 2017-01-20
Annual Report 0003016869 2016-01-18

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
20-2654649 Corporation Unconditional Exemption 702 W WALNUT, COEUR DALENE, ID, 83814-2333 2005-09
In Care of Name % MIKE GRABENSTEIN
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 1,000,000 to 4,999,999
Income 100,000 to 499,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 2442794
Income Amount 382789
Form 990 Revenue Amount 382789
National Taxonomy of Exempt Entities Housing & Shelter: Senior Citizens' Housing/Retirement Communities
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 PHASE III
EIN 20-2654649
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE PHASE III
EIN 20-2654649
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE PHASE III DBA THE GROVE 3 AT ORCHARD RIDGE
EIN 20-2654649
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE PHASE III DBA THE GROVE 3 AT ORCHARD RIDGE
EIN 20-2654649
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE PHASE III DBA THE GROVE 3 AT ORCHARD RIDGE
EIN 20-2654649
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name HERITAGE PLACE PHASE III DBA THE GROVE 3 AT ORCHARD RIDGE
EIN 20-2654649
Tax Period 201612
Filing Type E
Return Type 990
File View File

Date of last update: 09 Apr 2025

Sources: Idaho Secretary of State