Heritage Place Inc

COEUR DALENE, ID EIN: 82-0341101 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$911K$2M$3M$4M20202021202220232024
Metric202420232022
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
Qualifying Distributions
Net Investment Income$172,959$123,193$-53,274
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$311K$622K$933K$1M0 grants20200 grants20210 grants20222 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

THE ARBOR AT ORCHARD RIDGE$730K

Grant Size Distribution

3 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Heritage Place Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANN JOHNSONExecutive Dir.15
ROD COLWELLPAST PRESIDENT0.5
SARAH MCLAINSecretary0.5
DR DON CHISHOLMPresident0.5
MIKE WILSONTreasurer0.5
DAVID BOBBITTDirector0.5
ANN FARRARDirector0.5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Coeur Dalene

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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