2023-03-27T16:27:57-05:00 2022-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2021-07-01 330260314 JEWISH HOME FOR THE AGING OF ORANGE COUNTY JEWI 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 GEORGIANNA MENDEZ EXECUTIVE DIRECTOR 9493649685 2023-03-20 1 GEORGIANNA MENDEZ 999009999 DONITA M JOSEPH P00286656 5624351191 2023-03-17 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z HERITAGE POINTE GEORGIANNA MENDEZ 27356 BELLOGENTE MISSION VIEJO CA 92691 12932897 0 X WWW.HERITAGEPOINTE.ORG X 1986 CA TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 17 16 190 152 0 0 2828691 2546685 9259796 9641201 140034 369866 -28884 -226795 12199637 12330957 0 0 0 0 6646398 6122076 21000 0 328589 5605141 5347958 12272539 11470034 -72902 860923 14616669 16671045 1762046 3809675 12854623 12861370 TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 0 0 9382199 9648515 HERITAGE POINTE IS A 188 UNIT COMMUNITY PROVIDING CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. WE PROVIDE A VARIETY OF SERVICES TO MEET THE INDIVIDUAL NEEDS AND DESIRES OF OUR RESIDENTS INCLUDING 24-HOUR STAFF COVERAGE, SCHEDULED TRANSPORTATION, WEEKLY HOUSEKEEPING, AND LINEN SERVICE, COMPLIMENTARY LAUNDRY FACILITIES, HEALTH AND WELLNESS PROGRAMS, ON-SITE MAINTENANCE AND KOSHER CUISINE. THE ORGANIZATION HAS A POLICY OF PROVIDING CHARITABLE CARE TO CERTAIN RESIDENTS IN SPECIAL CIRCUMSTANCES. THESE SERVICES, WHICH ARE EXCLUDED FROM REVENUES, AMOUNTED TO $606,669 FOR THE YEAR ENDED JUNE 30, 2022, WHEN MEASURED AT THE ORGANIZATION'S DIRECT AND INDIRECT OPERATING COSTS. 9382199 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 190 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 1 0 0 1 1 1 1 1 1 1 0 CA X GEORGIANNA MENDEZ 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 JODI GREENBAUM CHAIRMAN 1.00 X X 0 0 0 DAVID SUSSON VP, FINANCE AND TREASURER 1.00 X X 0 0 0 ROBERTA FEUERSTEIN SECRETARY 1.00 X X 0 0 0 TODD LITMAN VICE CHAIRMAN 1.00 X 0 0 0 DAVID ZARNOW VP, SPIRITUAL LIFE 1.00 X 0 0 0 JANE FISCHEL VP, LIFELONG LEARNING 1.00 X 0 0 0 MARC SCHKURMAN VP BUILDINGS & GROUNDS 1.00 X 0 0 0 LINDA MEYSKENS VP, GOVERNANCE 1.00 X 0 0 0 PHIL BINDER TRUSTEE 1.00 X 0 0 0 STEVEN FAINBARG TRUSTEE 1.00 X 0 0 0 DORIS JACOBSON TRUSTEE 1.00 X 0 0 0 NANCY JOSEPH TRUSTEE 1.00 X 0 0 0 TERRY MCDONALD TRUSTEE 1.00 X 0 0 0 ALLISON PINSKY TRUSTEE 1.00 X 0 0 0 ED SACHS TRUSTEE 1.00 X 0 0 0 EILEEN GARBUTT TRUSTEE 1.00 X 0 0 0 MARK STEIN TRUSTEE 1.00 X 0 0 0 MICHAEL SILVERMAN ADMINISTRATOR 40.00 X 313152 0 31473 KAREN SHERMAN DIRECTOR SPIRITUAL LIFE 40.00 X 121265 0 2326 BETH SLAVIN DIRECTOR FUND DEVELOPMENT 40.00 X 116943 0 1806 MARK E DELMONT COMPTROLLER 40.00 X 114045 0 8640 665405 0 44245 4 0 1 0 MORRISON MANAGEMENT SPECIALIST INC PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE 2395167 COASTLINE DEVELOPMENT INC 13911 ENTERPRISE DR GARDEN GROVE CA 92843 CONTRACTOR 1558892 BERNIE CHAIDEZ (BETTER DAYS HOME REPAIR) PO BOX 2435 COSTA MESA CA 92628 PAINTING 241201 CARELINE HOMECARE SERVICES INC 2 SOUTH POINT DR SUITE 125 LAKE FOREST CA 92630 LABOR 222268 PIONEER HOMECARE INC 2 SOUTH POINT DR SUITE 125 LAKE FOREST CA 92630 LABOR 136438 12 275884 2270801 2546685 APARTMENTS 623990 8170367 8170367 ANCILLARY 623990 1347944 1347944 FOOD/LAUNDRY/OTHER 812900 122890 122890 9641201 430946 430946 7314 0 7314 7314 7314 275746 336826 -61080 -61080 -61080 31005 275884 265114 -234109 -234109 12330957 9648515 0 135757 345509 103653 238401 3455 4794751 4055327 577975 161449 36014 32350 2369 1295 648454 540275 86699 21480 297348 241545 46222 9581 19247 19247 41550 41550 27225 27225 79627 75815 1545 2267 35457 35457 477555 418371 51296 7888 81105 81105 929295 764952 157039 7304 1202314 1150318 40371 11625 230483 230483 FOOD 1036928 1035602 1289 37 OPERATIONS 1027177 915365 61254 50558 BANK AND PAYROLL CHARGE 66072 62061 4011 ENTERTAINMENT 28247 28247 65676 20379 33115 12182 11470034 9382199 1759246 328589 468042 1921891 396100 348691 146 6188 97641 34620 33193005 22154435 8793668 11038570 4512087 3321085 348985 0 14616669 16671045 1440243 1503443 321803 251180 0 2055052 1762046 3809675 X 10364152 11150879 2490471 1710491 12854623 12861370 14616669 16671045 860923 -854176 0 X 0 1 X 1 0 X 972341 923455 1409448 2828691 2546685 8680620 972341 923455 1409448 2828691 2546685 8680620 1494524 7186096 48741 371218 224618 201221 438260 1284058 9964678 46438795 0.72120 0.68990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2263588 72884 -298797 83083 1954592 1625330 267578 370680 2263588 1546284 52931 26115 1625330 1361445 121383 63456 1546284 1101290 198636 61519 1361445 0.14300 0.85700 0 0 2551930 2551930 8302113 8302113 0 19217435 11310386 7907049 3121527 2541936 579591 11038570 LINE OF CREDIT 1685994 CAPITAL LEASE OBLIGATIONS 369058 2055052 X 11449556 -854176 -854176 12303732 27225 27225 12330957 11442809 0 11442809 27225 27225 11470034 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT AND PROVIDE RESIDENT ACTIVITIES, JEWISH ARTS AND ENTERTAINMENT, RELIGIOUS PROGRAMS, EDUCATION, STAFF TRAINING, OPERATIONAL EXPENSES, AND ASSISTANCE TO THOSE IN NEED. PART X, LINE 2: FIN 48: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, NO SUCH UNRELATED BUSINESS INCOME WAS REPORTED AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FASB ACCOUNTING STANDARDS CODIFICATION. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. THE ORGANIZATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. FALL LUNCHEON 218762 207322 11440 5000 68292 60000 SPRING LUNCHEON 88127 68562 19565 5000 34665 66875 3 21875 3407 306889 275884 31005 10000 102957 148750 3407 265114 -234109 X X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL SILVERMAN ADMINISTRATOR 313152 0 0 0 0 0 5800 0 25673 0 344625 0 0 0 PART I, LINE 3 ALL COMPENSATION (INCLUDING WAGES AND BENEFITS) OF KEY EMPLOYEES IS DETERMINED BY THE BOARD SELECTION COMMITTEE. THE COMMITTEE IS MADE UP OF ALL THE BOARD OFFICERS AND IS TASKED WITH COLLECTING SALARY AND BENEFIT COMPARISONS FROM LIKE ORGANIZATIONS, ENGAGING OUTSIDE COUNSEL TO INITIATE/REVIEW ANY EMPLOYMENT AGREEMENTS, IF REQUIRED, AND MAKING RECOMMENDATIONS TO THE FULL BOARD FOR CONSIDERATION. MARC SCHKURMAN VENDOR & BOARD MEMBER 52360 DIGITAL INFORMATION BUSINESS SOLUTIONS, INC IS THE ORGANIZATION'S VENDOR FOR IT SERVICES. MARC SCHKURMAN IS PRESIDENT. 0 FORM 990, PART VI, SECTION B, LINE 10B DESCRIBE THE WRITTEN POLICIES AND PROCEDURES GOVERNING THE ACTIVITIES OF CHAPTERS, AFFILIATES, AND BRANCHES TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THE ORGANIZATION'S EXEMPT PURPOSES: HERITAGE POINTE HAS 5 ACTIVE CHAPTERS WITH THE SOLE PURPOSE TO PROVIDE LOCAL FUNDRAISING EVENTS TO BENEFIT HERITAGE POINTE. WHILE NO FORMAL POLICIES AND PROCEDURES EXIST AT THIS TIME, EACH CHAPTER HAS FORMAL COMMITTEES WHICH REPORT, NO LESS FREQUENTLY THAN QUARTERLY, TO THE HERITAGE POINTE FUNDRAISING DEPARTMENT. ALL CHAPTER ACTIVITIES ARE DISCUSSED TO ENSURE CONSISTENCY WITH HERITAGE POINTE'S MISSION. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990: THE ORGANIZATION'S FORM 990 IS REVIEWED IN DETAIL BY THE VICE PRESIDENT OF FINANCE, A CPA, AND FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO IRS FILING. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY: THE RECORDING SECRETARY WILL ALERT THE BOARD CHAIR TO INQUIRE IF A CONFLICT APPEARS TO EXIST. FORM 990, PART VI, SECTION B, LINE 15 DESCRIBE THE PROCESS THE ORGANIZATION USES TO DETERMINE COMPENSATION OF ITS OFFICERS, MANAGEMENT, AND OTHER EMPLOYEES: ALL COMPENSATION (INCLUDING WAGES AND BENEFITS) OF KEY EMPLOYEES IS DETERMINED BY THE BOARD SELECTION COMMITTEE. THE COMMITTEE IS MADE UP OF ALL THE BOARD OFFICERS AND IS TASKED WITH COLLECTING SALARY AND BENEFIT COMPARISONS FROM LIKE ORGANIZATIONS, ENGAGING OUTSIDE COUNSEL TO INITIATE/REVIEW ANY EMPLOYMENT AGREEMENTS, IF REQUIRED; AND MAKING RECOMMENDATION TO THE FULL BOARD FOR CONSIDERATION. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORMS 990 AND 1023 ARE PUBLICLY AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION'S ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICY ARE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS. WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL DOCUMENT OR FORM 990 BY ANYONE, THE ORGANIZATION SHALL FULFILL SUCH REQUESTS IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST.