JEWISH HOME FOR THE AGING OF ORANGE COUNTY: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 33-0260314)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-03-01
IRS object ID: 202140609349301864
Schema version: 2019v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-03-01T18:33:55-06:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	953001179	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WINDES INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 87	AddressLine1Txt
City	LONG BEACH	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	908010087	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	330260314	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JEWISH HOME FOR THE AGING OF ORANGE	BusinessNameLine1Txt
Business Name Line2	COUNTY	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JEWI	BusinessNameControlTxt
Phone	9493649685	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27356 BELLOGENTE	AddressLine1Txt
City	MISSION VIEJO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92691	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL SILVERMAN	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	9493649685	PhoneNum
Signature	2021-02-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DONITA M JOSEPH	PreparerPersonNm
PTIN	P00286656	PTIN
Phone	5624351191	PhoneNum
Preparation	2021-02-24	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	HERITAGE POINTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	MICHAEL SILVERMAN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27356 BELLOGENTE	AddressLine1Txt
City	MISSION VIEJO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92691	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$11,795,173	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HERITAGEPOINTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES.	ActivityOrMissionDesc
Voting Members Governing Body	13	VotingMembersGoverningBodyCnt
Voting Members Independent	13	VotingMembersIndependentCnt
Total Employee	224	TotalEmployeeCnt
Total Volunteers	120	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$923,455	PYContributionsGrantsAmt
CY Contributions Grants	$1,409,448	CYContributionsGrantsAmt
PY Program Service Revenue	$9,194,314	PYProgramServiceRevenueAmt
CY Program Service Revenue	$9,187,020	CYProgramServiceRevenueAmt
PY Investment Income	$395,646	PYInvestmentIncomeAmt
CY Investment Income	$67,037	CYInvestmentIncomeAmt
PY Other Revenue	-$156,373	PYOtherRevenueAmt
CY Other Revenue	-$159,878	CYOtherRevenueAmt
PY Total Revenue	$10,357,042	PYTotalRevenueAmt
CY Total Revenue	$10,503,627	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$6,325,715	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$6,964,006	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$461,513	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,788,314	PYOtherExpensesAmt
CY Other Expenses	$5,000,240	CYOtherExpensesAmt
PY Total Expenses	$11,114,029	PYTotalExpensesAmt
CY Total Expenses	$11,964,246	CYTotalExpensesAmt
PY Revenues Less Expenses	-$756,987	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,460,619	CYRevenuesLessExpensesAmt
Total Assets BOY	$14,798,938	TotalAssetsBOYAmt
Total Assets EOY	$14,194,229	TotalAssetsEOYAmt
Total Liabilities BOY	$1,101,002	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,950,068	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$13,697,936	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$12,244,161	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$9,232,685	ExpenseAmt
Revenue	$9,187,020	RevenueAmt
Desc	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 $693,078 FOR THE YEAR ENDED JUNE 30, 2020, WHEN MEASURED AT THE ORGANIZATION'S DIRECT AND INDIRECT OPERATING COSTS.	Desc
Total Program Service Expenses	$9,232,685	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	66	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	224	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	13	GoverningBodyVotingMembersCnt
Independent Voting Member	13	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	Yes (1)	LocalChaptersInd
Policies Reference Chapters	0	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL SILVERMAN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9493649685	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27356 BELLOGENTE	AddressLine1Txt
City	MISSION VIEJO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92691	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
CINDY MIRSKY
CHAIRMAN	1.00	Yes (X)	Yes (X)	$0	$0	$0
DAVID H SUSSON
VP, FINANCE & TREASURER	1.00	Yes (X)	Yes (X)	$0	$0	$0
ROBERTA FEUERSTEIN
SECRETARY	1.00	Yes (X)	Yes (X)	$0	$0	$0
DAVID ZARNOW
VP, SPIRITUAL LIFE	1.00	Yes (X)		$0	$0	$0
TODD LITMAN
VP, GOVERNANCE (THRU MAY 2020)	1.00	Yes (X)		$0	$0	$0
JANE FISCHEL
VP, EDUCATION	1.00	Yes (X)		$0	$0	$0
TERRY MCDONALD
VP BUILDINGS & GROUNDS (THRU MAY 2020)	1.00	Yes (X)		$0	$0	$0
JODI GREENBAUM
IMMEDIATE PAST CHAIRMAN	1.00	Yes (X)		$0	$0	$0
ALLISON PINSKY
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DR ROBERT GREENFIELD
TRUSTEE	1.00	Yes (X)		$0	$0	$0
ELANA SAMSON
TRUSTEE (THRU SEP. 2019)	1.00	Yes (X)		$0	$0	$0
KAREN COHEN
TRUSTEE (THRU APR. 2020)	1.00	Yes (X)		$0	$0	$0
LAUREN KLEIN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LINDA MEYSKENS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARC SCHKURMAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
NANCY JOSEPH
TRUSTEE	1.00	Yes (X)		$0	$0	$0
PHIL BINDER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MICHAEL SILVERMAN
CEO	40.00		Yes (X)	$309,025	$0	$32,281
BETH SLAVIN
DIRECTOR OF PHILANTHROPY	40.00			$116,010	$0	$2,730	Yes (X)
UPDEGRAFF LUANA
DIRECTOR HEALTHCARE SERVICES	40.00			$106,198	$0	$5,764	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$531,233	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$40,775	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MORRISON MANAGEMENT SPECIALIST INC
PO BOX 102289	ATLANTA	GA	30368	FOOD SERVICE	$1,222,825
PR CONSTRUCTION INC
1995 N BATAVIA ST	ORANGE	CA	92865	CONSTRUCTION	$562,115
SECURITY101
2741 ALPINE BLVD - SUITE 101	ALPINE	CA	91901	DOOR ACCESS CONTROL	$219,469
MUTUAL OF AMERICA
1111 WEST OCEAN BLVD STE 925	LONG BEACH	CA	90802	FINANCIAL SERVICES	$176,543
SAGE AGE STRATEGIES INC
PO BOX 896841	CHARLOTTE	NC	28289	MARKETING CONSULTING	$110,927

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	6	CntrctRcvdGreaterThan100KCnt
Fundraising	$219,554	FundraisingAmt
All Other Contributions	$1,189,894	AllOtherContributionsAmt
Total Contributions	$1,409,448	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
APARTMENTS	623990	$8,093,135	$8,093,135
ANCILLARY	623990	$983,379	$983,379
FOOD/LAUNDRY/OTHER	812900	$110,506	$110,506

Field	Value	IRS element (for citing)
Total Program Service Revenue	$9,187,020	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$224,618	TotalRevenueColumnAmt
Exclusion	$224,618	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$969,581	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,127,162	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$157,581	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$157,581	TotalRevenueColumnAmt
Exclusion	-$157,581	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$4,506	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$219,554	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$164,384	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$159,878	TotalRevenueColumnAmt
Exclusion	-$159,878	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,503,627	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,187,020	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$92,841	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$341,398	TotalAmt
Program Services	$34,139	ProgramServicesAmt
Management And General	$290,189	ManagementAndGeneralAmt
Fundraising	$17,070	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,090,095	TotalAmt
Program Services	$4,085,412	ProgramServicesAmt
Management And General	$796,404	ManagementAndGeneralAmt
Fundraising	$208,279	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$33,148	TotalAmt
Program Services	$26,317	ProgramServicesAmt
Management And General	$4,468	ManagementAndGeneralAmt
Fundraising	$2,363	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,123,781	TotalAmt
Program Services	$1,050,028	ProgramServicesAmt
Management And General	$63,642	ManagementAndGeneralAmt
Fundraising	$10,111	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$375,584	TotalAmt
Program Services	$286,348	ProgramServicesAmt
Management And General	$73,674	ManagementAndGeneralAmt
Fundraising	$15,562	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$119,405	TotalAmt
Management And General	$119,405	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$47,800	TotalAmt
Management And General	$47,800	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$30,243	TotalAmt
Management And General	$30,243	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$164,579	TotalAmt
Program Services	$100,771	ProgramServicesAmt
Management And General	$62,071	ManagementAndGeneralAmt
Fundraising	$1,737	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$146,141	TotalAmt
Program Services	$51,345	ProgramServicesAmt
Management And General	$28,543	ManagementAndGeneralAmt
Fundraising	$66,253	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$60,900	TotalAmt
Management And General	$56,902	ManagementAndGeneralAmt
Fundraising	$3,998	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,021,293	TotalAmt
Program Services	$796,148	ProgramServicesAmt
Management And General	$217,425	ManagementAndGeneralAmt
Fundraising	$7,720	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,072,392	TotalAmt
Program Services	$1,040,221	ProgramServicesAmt
Management And General	$21,447	ManagementAndGeneralAmt
Fundraising	$10,724	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$215,200	TotalAmt
Management And General	$215,200	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
FOOD	$1,067,461	$1,059,232	$7,997	$232
SUPPLIES	$485,557	$469,566	$12,376	$3,615
OPERATIONS	$259,146	$163,286	$36,325	$59,535
BANK AND PAYROLL CHARGE	$87,968	$0	$80,897	$7,071

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$222,155	TotalAmt
Program Services	$69,872	ProgramServicesAmt
Management And General	$105,040	ManagementAndGeneralAmt
Fundraising	$47,243	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,964,246	TotalAmt
Program Services	$9,232,685	ProgramServicesAmt
Management And General	$2,270,048	ManagementAndGeneralAmt
Fundraising	$461,513	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$503,245	BOYAmt
EOY	$1,231,873	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$31,283	BOYAmt
EOY	$138,307	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$129,124	BOYAmt
EOY	$5,388	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$83,137	BOYAmt
EOY	$61,741	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$28,866,333	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$19,826,295	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,948,789	BOYAmt
EOY	$9,040,038	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$4,782,259	BOYAmt
EOY	$3,661,941	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,321,101	BOYAmt
EOY	$54,941	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,798,938	BOYAmt
EOY	$14,194,229	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,061,283	BOYAmt
EOY	$565,751	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$39,719	BOYAmt
EOY	$259,687	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,124,630	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,101,002	BOYAmt
EOY	$1,950,068	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$12,369,245	BOYAmt
EOY	$10,674,191	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,328,691	BOYAmt
EOY	$1,569,970	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$13,697,936	BOYAmt
EOY	$12,244,161	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,798,938	BOYAmt
EOY	$14,194,229	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,460,619	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$6,844	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$815,346	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,525,632	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$972,341	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$923,455	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,409,448	CurrentTaxYearAmt
Total	$5,646,222	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$815,346	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,525,632	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$972,341	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$923,455	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,409,448	CurrentTaxYearAmt
Total	$5,646,222	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,557,188	SubstantialContributorsTotAmt
Public Support Total170	$4,089,034	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$153,386	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$174,765	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$48,741	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$371,218	CurrentTaxYearMinus1YearAmt
Current Tax Year	$224,618	CurrentTaxYearAmt
Total	$972,728	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$68,875	CurrentTaxYearMinus3YearsAmt
Total	$68,875	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$6,687,825	TotalSupportAmt
Gross Receipts Rltd Activities	$44,683,899	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.61140	PublicSupportCY170Pct
Public Support PY170	0.60290	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,546,284	BeginningYearBalanceAmt
Contributions	$52,931	ContributionsAmt
Investment Earnings Or Losses	$26,115	InvestmentEarningsOrLossesAmt
End Year Balance	$1,625,330	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,361,445	BeginningYearBalanceAmt
Contributions	$121,383	ContributionsAmt
Investment Earnings Or Losses	$63,456	InvestmentEarningsOrLossesAmt
End Year Balance	$1,546,284	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,101,290	BeginningYearBalanceAmt
Contributions	$198,636	ContributionsAmt
Investment Earnings Or Losses	$61,519	InvestmentEarningsOrLossesAmt
End Year Balance	$1,361,445	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$632,599	BeginningYearBalanceAmt
Contributions	$381,075	ContributionsAmt
Investment Earnings Or Losses	$87,616	InvestmentEarningsOrLossesAmt
End Year Balance	$1,101,290	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$622,541	BeginningYearBalanceAmt
Contributions	$27,500	ContributionsAmt
Investment Earnings Or Losses	-$17,442	InvestmentEarningsOrLossesAmt
End Year Balance	$632,599	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.15530	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.83530	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00940	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,551,930	OtherCostOrOtherBasisAmt
Book Value	$2,551,930	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,302,113	OtherCostOrOtherBasisAmt
Depreciation	$8,302,113	DepreciationAmt
Book Value	$0	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$15,368,935	OtherCostOrOtherBasisAmt
Depreciation	$9,387,291	DepreciationAmt
Book Value	$5,981,644	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,643,355	OtherCostOrOtherBasisAmt
Depreciation	$2,136,891	DepreciationAmt
Book Value	$506,464	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$9,040,038	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	PPP LOAN	Desc
Amt	$1,124,630	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,124,630	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$10,480,228	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$6,844	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$6,844	RevenueNotReportedAmt
Revenue Subtotal	$10,473,384	RevenueSubtotalAmt
Investment Expenses Not Incld	$30,243	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$30,243	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$10,503,627	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$11,934,003	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$11,934,003	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$30,243	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$30,243	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$11,964,246	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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:

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, 2020 AND 2019, 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, 2020 AND 2019. 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.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	WINTER EVENT	Event1Nm
Gross Receipts Event1	$224,060	GrossReceiptsEvent1Amt
Charitable Contri Event1	$219,554	CharitableContriEvent1Amt
Gross Revenue Event1	$4,506	GrossRevenueEvent1Amt
Cash Prizes Event1	$200	CashPrizesEvent1Amt
Non Cash Prizes Event1	$300	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$72,775	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$21,740	FoodAndBeverageEvent1Amt
Entertainment Event1	$23,875	EntertainmentEvent1Amt
Other Direct Expenses Event1	$45,494	OtherDirectExpensesEvent1Amt
Gross Receipts Total	$224,060	GrossReceiptsTotalAmt
Charitable Contributions Tot	$219,554	CharitableContributionsTotAmt
Gross Revenue Total Events	$4,506	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$200	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$300	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$72,775	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$21,740	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$23,875	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$45,494	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$164,384	DirectExpenseSummaryEventsAmt
Net Income Summary	-$159,878	NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	MICHAEL SILVERMAN	PersonNm
Title	CEO	TitleTxt
Base Compensation Filing Org	$309,025	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$5,600	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$26,681	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$341,306	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 X, LINE 25: OTHER LIABILITIES	IN MARCH 2020, CONGRESS PASSED THE PAYCHECK PROTECTION PROGRAM (PPP) UNDER DIVISION A, TITLE I OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT, 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 PROGRAM ARE ELIGIBLE TO BE FORGIVEN AS LONG AS THE PROCEEDS ARE USED FOR QUALIFYING PURPOSES AND CERTAIN OTHER CONDITIONS ARE MET. ON APRIL 11, 2020, THE ORGANIZATION RECEIVED A LOAN IN THE AMOUNT OF $1,124,630 THROUGH THE PPP. MANAGEMENT EXPECTS THAT THE ENTIRE LOAN WILL BE USED FOR QUALIFYING PURPOSES; THEREFORE, MANAGEMENT ANTICIPATED THAT THE LOAN WILL BE SUBSTANTIALLY FORGIVEN. SUBSEQUENT TO YEAR END, IN NOVEMBER 2020, MANAGEMENT WAS NOTIFIED THAT FINAL APPROVAL OF LOAN FORGIVENESS OF THE ENTIRE $1,124,630 AMOUNT WAS GRANTED AND APPROVED BY THE SMALL BUSINESS ADMINISTRATION AND RECOGNIZED IN SUBSEQUENT FINANCIAL STATEMENTS.