Heritage Place Inc DBA Orchard Ridge Independent Living
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.
Key facts about Heritage Place Inc DBA Orchard Ridge Independent Living
In short: Heritage Place Inc DBA Orchard Ridge Independent Living gave $730K across 1 grant in 2024 (avg $730K), mostly in Idaho. Source: 2024 IRS Form 990.
- EIN
- 82-0341101
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $730,000
- Grants made (2024)
- 1
- Average grant
- $730,000
- Median grant
- $730,000
- Total assets
- $6,366,397
- Primary geography
- Idaho (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$6.4M
-8.2% YoY
Annual Giving
$730K
-41.3% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$730K
+17.4% YoY
About Heritage Place Inc DBA Orchard Ridge Independent Living
Based on IRS filings
Heritage Place Inc DBA Orchard Ridge Independent Living is a public charity focused on Housing & Shelter, based in Coeur d'Alene, ID. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 1 grant totaling $730K. Net investment income was $173K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $730K (2024) to $1.2M (2023). In 2024 it made 1 grant totaling $730K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Arbor at Orchard Ridge ($730K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $500K–1M range: 2 grants of 3 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Arbor at Orchard Ridge Coeur d'Alene, ID | Senior Housing Supporting Elderly | $730,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,366,397 | $6,932,399 | $7,681,149 |
| Revenue | $2,272,216 | $2,236,177 | $1,983,260 |
| Expenses | $2,738,456 | $3,314,366 | $1,728,994 |
| Net Investment Income | $172,959 | $123,193 | $-53,274 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS July 13, 2020)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 8, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Heritage Place Inc DBA Orchard Ridge Independent Living is led by Ann Johnson, Executive Director on every filing since 2019; none of the 7 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ann Johnson
Executive Director
On filings since 2019
15 hrs/week
No compensation reported
Don Chisholm
President
Director → President, 2024
On filings since 2021
0.5 hrs/week
No compensation reported
David Bobbitt
Director
On filings since 2020
0.5 hrs/week
No compensation reported
Ann Farrar
Director
On filings since 2023
0.5 hrs/week
No compensation reported
Rod Colwell
Past President
Vice President → President, 2022
President → Past President, 2024
On filings since 2019
0.5 hrs/week
No compensation reported
Mike Wilson
Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Sarah McLain
Secretary
On filings since 2023
0.5 hrs/week
No compensation reported
Former officers (17)
- Former: Tony Berns (2019–2023) — Director
- Former: Suzanne Sutton Metzger (2021–2023) — Director
- Former: Doug Elliott (2019–2022) — Vice President
- Former: Kathy Helbling (2019–2022) — Director
- Former: Linda Scharnhorst (2019–2022) — Director
- Former: Mark Jackson (2019–2021) — Secretary
- Former: Warren Bakes (2019–2021) — Director
- Former: John Swallow (2020–2021) — Director
- Former: Jamie Cervie-Skinner (2021) — Director
- Former: Jody Azevedo (2021) — Director
- Former: Kay Nelson (2019–2020) — Director
- Former: Pamela Arnold (2019–2020) — Director
- Former: Rochelle Wineinger (2019–2020) — Director
- Former: Amy Boni (2020) — Director
- Former: Ginny Tate (2020) — Director
- Former: Benjamin Widmyer (2019) — Treasurer
- Former: Mark Fisher (2019) — Director
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Heritage Place Inc DBA Orchard Ridge Independent Living
How much does Heritage Place Inc DBA Orchard Ridge Independent Living give each year?
Heritage Place Inc DBA Orchard Ridge Independent Living gave $730K across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $1.2M across 2 grants.
How large is Heritage Place Inc DBA Orchard Ridge Independent Living?
Heritage Place Inc DBA Orchard Ridge Independent Living reported $6.4M in total assets on its 2024 IRS Form 990. Its revenue that year was $2.3M.
What is Heritage Place Inc DBA Orchard Ridge Independent Living?
Heritage Place Inc DBA Orchard Ridge Independent Living is a public charity focused on Housing & Shelter, based in Coeur d'Alene, ID. It holds $6.4M in total assets as of 2024.
Where does Heritage Place Inc DBA Orchard Ridge Independent Living operate?
Heritage Place Inc DBA Orchard Ridge Independent Living has awarded grants in Idaho.
What is Heritage Place Inc DBA Orchard Ridge Independent Living's EIN?
Heritage Place Inc DBA Orchard Ridge Independent Living's EIN (Employer Identification Number) is 82-0341101. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Heritage Place Inc DBA Orchard Ridge Independent Living by hand.
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