2022-03-29T16:06:50-05:00 2021-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2020-07-01 330260314 JEWISH HOME FOR THE AGING OF ORANGE COUNTY JEWI 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 MICHAEL SILVERMAN CEO 9493649685 2022-03-18 1 MICHAEL SILVERMAN 999009999 DONITA M JOSEPH P00286656 5624351191 2022-03-17 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z HERITAGE POINTE MICHAEL SILVERMAN 27356 BELLOGENTE MISSION VIEJO CA 92691 12514677 0 X WWW.HERITAGEPOINTE.ORG X 1986 CA TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 16 15 209 125 0 0 1409448 2828691 9187020 9259796 67037 140034 -159878 -28884 10503627 12199637 0 0 0 0 6964006 6646398 0 21000 443958 5000240 5605141 11964246 12272539 -1460619 -72902 14194229 14616669 1950068 1762046 12244161 12854623 TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 0 0 9037015 9262796 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 $642,410 FOR THE YEAR ENDED JUNE 30, 2021, WHEN MEASURED AT THE ORGANIZATION'S DIRECT AND INDIRECT OPERATING COSTS. 9037015 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 209 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 1 1 1 1 1 0 CA X MICHAEL SILVERMAN 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 CINDY MIRSKY IMMEDIATE PAST CHAIRMAN 1.00 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, EDUCATION 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 MICHAEL SILVERMAN CEO 40.00 X 324457 0 32189 KAREN SHERMAN DIRECTOR SPIRITUAL LIFE 40.00 X 119610 0 1010 BETH SLAVIN DIRECTOR FUND DEVELOPMENT 40.00 X 117076 0 1105 MARK E DELMONT COMPTROLLER 40.00 X 110510 0 9133 LUANA UPDEGRAFF DIRECTOR HEALTHCARE SERVICES 40.00 X 110510 0 7427 782163 0 50864 5 0 1 0 MORRISON MANAGEMENT SPECIALIST INC PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE 1214975 BERNIE CHAIDEZ (BETTER DAYS HOME REPAIR) PO BOX 2435 COSTA MESA CA 92628 PAINTING 293871 SAGE AGE STRATEGIES INC PO BOX 896841 CHARLOTTE NC 28289 MARKETING 146175 KLM INC 3848 CERRITOS AVENUE LOS ALAMITOS CA 90720 HVAC REPAIR 117166 4 X 144571 1308516 1375604 2828691 APARTMENTS 623990 8124734 8124734 ANCILLARY 623990 1063576 1063576 FOOD/LAUNDRY/OTHER 812900 71486 71486 9259796 198221 198221 3000 0 3000 3000 3000 224969 283156 -58187 -58187 -58187 0 144571 31884 -31884 -31884 12199637 9262796 0 108150 358112 107434 247097 3581 4983454 4058619 730884 193951 31355 27199 2842 1314 937294 746415 155353 35526 336183 263166 60531 12486 91418 91418 47100 47100 21000 21000 27498 27498 249412 190440 57152 1820 169649 60350 109299 44424 42084 2340 1015215 782406 225056 7753 1125720 1091949 22514 11257 205132 205132 FOOD 1048075 1044027 3934 114 LEGAL SETTLEMENT 736000 736000 SUPPLIES 430698 416220 11196 3282 OPERATIONS 260888 218490 26033 16365 153912 30300 99742 23870 12272539 9037015 2791566 443958 1231873 468042 138307 396100 5388 146 61741 97641 29745684 20952016 9040038 8793668 3661941 4512087 54941 348985 14194229 14616669 565751 1440243 259687 321803 1124630 0 1950068 1762046 X 10674191 10364152 1569970 2490471 12244161 12854623 14194229 14616669 -72902 683364 0 X 0 1 X 1 0 X 1525632 972341 923455 1409448 2828691 7659567 1525632 972341 923455 1409448 2828691 7659567 1623392 6036175 174765 48741 371218 224618 201221 1020563 68875 68875 8749005 45835661 0.68990 0.61140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1625330 267578 370680 2263588 1546284 52931 26115 1625330 1361445 121383 63456 1546284 1101290 198636 61519 1361445 632599 381075 87616 1101290 0.14137 0.78731 0.07132 0 0 2551930 2551930 8302113 8302113 0 16248286 10350065 5898221 2643355 2299838 343517 8793668 X 12855503 683364 683364 12172139 27498 27498 12199637 12245041 0 12245041 27498 27498 12272539 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, 2021 AND 2020, 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, 2021 AND 2020. 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. X X X X X X 1 IRA SCHRECK 10805 QUEENSLAND ST LOS ANGELES CA 90034 CALLS AND GUIDANCE 0 0 21000 0 21000 CA GALA 144571 144571 31884 144571 144571 31884 31884 -31884 X X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL SILVERMAN CEO 324457 0 0 0 0 0 5700 0 26489 0 356646 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 50000 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 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 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 THE RECORDING SECRETARY WILL ALERT THE BOARD CHAIR TO INQUIRE IF A CONFLICT APPEARS TO EXIST. FORM 990, PART VI, SECTION B, LINE 15 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 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. FORM 990, PART VIII, LINE 1E: PPP LOAN FORGIVENESS IN MARCH 2020, CONGRESS PASSED THE PAYCHECK PROTECTION PROGRAM (PPP), AUTHORIZING LOANS TO SMALL BUSINESSES FOR USE IN PAYING EMPLOYEES THAT THEY CONTINUE TO EMPLOY THROUGHOUT THE COVID-19 PANDEMIC AND FOR RENT, UTILITIES AND INTEREST ON MORTGAGES. LOANS OBTAINED THROUGH THE PPP ARE ELIGIBLE TO BE FORGIVEN AS LONG AS THE PROCEEDS ARE USED FOR QUALIFYING PURPOSES AND CERTAIN OTHER CONDITIONS ARE MET. IN APRIL 2020, THE ORGANIZATION RECEIVED A LOAN IN THE AMOUNT OF $1,124,630 THROUGH THE PPP. IN NOVEMBER 2020, THE ORGANIZATION RECEIVED NOTIFICATION FROM THE SBA THAT THE LOAN WAS FORGIVEN IN FULL. THE ORGANIZATION HAS RECOGNIZED THE FORGIVENESS AS INCOME IN THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS DURING THE YEAR ENDED JUNE 30 2021.