2020-05-27T11:51:16-05:00 2019-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2018-07-01 330260314 JEWISH HOME FOR THE AGING OF ORANGE COUNTY JEWI 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 MICHAEL SILVERMAN CEO 9493649685 2020-05-21 1 DONITA M JOSEPH P00286656 5624351191 2020-05-19 66.215.11.242 2020-05-21 12:21:07 PD P DC1E1157C11E5A1BE7351CA04806222B1DC48D5D AF10C69A5E1A0E49948DDC35C663156BE3C8813B 2018 2020-09-22 18:59:49Z HERITAGE POINTE MICHAEL SILVERMAN 27356 BELLOGENTE MISSION VIEJO CA 92691 13022733 0 X WWW.HERITAGEPOINTE.ORG X 1986 CA TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 15 15 210 160 0 0 972341 923455 9156464 9194314 344020 395646 -171092 -156373 10301733 10357042 0 0 0 0 5709483 6325715 0 0 352213 4297562 4788314 10007045 11114029 294688 -756987 15590786 14798938 1005079 1101002 14585707 13697936 TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 0 0 8642275 9194314 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 $695,362 FOR THE YEAR ENDED JUNE 30, 2019, WHEN MEASURED AT THE ORGANIZATION'S DIRECT AND INDIRECT OPERATING COSTS. 8642275 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 62 0 1 210 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 1 1 1 1 1 0 X MICHAEL SILVERMAN 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 CINDY MIRSKY CHAIRMAN 1.00 X X 0 0 0 DAVID H SUSSON VP, FINANCE & TREASURER 1.00 X X 0 0 0 ROBERTA FEUERSTEIN SECRETARY 1.00 X X 0 0 0 DAVID ZARNOW VP, SPIRITUAL LIFE 1.00 X 0 0 0 TODD LITMAN VP, GOVERNANCE 1.00 X 0 0 0 JANE FISCHEL VP, EDUCATION 1.00 X 0 0 0 LAUREN KLEIN VP, STRATEGIC PLANNING 1.00 X 0 0 0 ALLISON PINSKY VP, BUILDINGS & GROUNDS 1.00 X 0 0 0 JODI GREENBAUM IMMEDIATE PAST CHAIRMAN 1.00 X 0 0 0 PHIL BINDER TRUSTEE 1.00 X 0 0 0 STEVEN FAINBARG TRUSTEE (UNTIL AUG. 2018) 1.00 X 0 0 0 DR ROBERT GREENFIELD TRUSTEE 1.00 X 0 0 0 TERRY MCDONALD TRUSTEE 1.00 X 0 0 0 LINDA MEYSKENS TRUSTEE 1.00 X 0 0 0 ELANA SAMSON TRUSTEE 1.00 X 0 0 0 MARC SCHKURMAN TRUSTEE 1.00 X 0 0 0 MICHAEL SILVERMAN CEO 40.00 X 309035 0 30958 BETH SLAVIN DIRECTOR OF PHILANTHROPY 40.00 X 108792 0 910 417827 0 31868 2 0 1 0 MORRISON MANAGEMENT SPECIALIST INC PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE 1178047 SECURITY101 2741 ALPINE BLVD - SUITE 101 ALPINE CA 91901 DOOR ACCESS CONTROL 595091 CARE WEST INSURANCE COMPANY PO BOX 2710 ROCKLIN CA 95677 WORKERS COMP 404973 STEVEN HYNES & ASSOCIATES INC 15661 COMPUTER LANE HUNTINGTON BEACH CA 92649 CONSTRUCTION 190508 THYSSENKRUPP ELEVATOR CORPORATION POBOX 3796 CAROL STREAM IL 60132 CONSTRUCTION 171930 11 334068 589387 923455 APARTMENTS 623990 8171554 8171554 ANCILLARY 623990 941023 941023 FOOD/LAUNDRY/OTHER 812900 81737 81737 9194314 371218 371218 2513989 2489561 24428 24428 24428 19757 334068 176130 -156373 -156373 10357042 9194314 0 239273 339993 33999 288994 17000 4544988 3669773 689523 185692 32472 25787 4370 2315 1058951 990107 59367 9477 349311 266317 68521 14473 65050 65050 97600 97600 41260 41260 118038 46364 65988 5686 129908 97343 32565 62707 55064 7643 990092 765935 216802 7355 810136 785831 16203 8102 221095 221095 FOOD 1071395 1071395 SUPPLIES 476313 453498 18218 4597 OPERATIONS 432213 333195 59422 39596 BANK AND PAYROLL CHARGE 74509 69976 4533 197998 102731 49523 45744 11114029 8642275 2119541 352213 1281536 503245 21018 31283 130243 129124 71069 83137 24708465 18759676 5527407 5948789 6704924 4782259 1854589 3321101 15590786 14798938 913771 1061283 91308 39719 1005079 1101002 X 13389370 12369245 93891 60388 1102446 1268303 14585707 13697936 15590786 14798938 -756987 -130784 0 X 0 1 X 1 0 X 491741 815346 1525632 972341 923455 4728515 491741 815346 1525632 972341 923455 4728515 1231723 3496792 169326 153386 174765 48741 371218 917436 84677 68875 153552 5799503 43861173 0.60290 0.58920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1361445 121383 63456 1546284 1101290 198636 61519 1361445 632599 381075 87616 1101290 622541 27500 -17442 632599 568547 49663 4331 622541 0.16000 0.82000 0.02000 0 0 2551930 2551930 8302113 8300897 1216 11206127 8491198 2714929 2648295 1967581 680714 5948789 MUTUAL FUNDS 4782259 F 4782259 CONSTRUCTION IN PROGRESS 3321101 3321101 X 10184998 -130784 -130784 10315782 41260 41260 10357042 11072769 0 11072769 41260 41260 11114029 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, 2019 AND 2018, 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, 2019 AND 2018. 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. GALA 130285 117675 12610 28670 926 21405 40012 LUNCHEON 223540 216393 7147 44586 7831 20000 12700 353825 334068 19757 73256 8757 41405 52712 176130 -156373 X X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL SILVERMAN CEO 309035 0 0 0 0 0 5500 0 25458 0 339993 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 RECOMMENDATION TO THE FULL BOARD FOR CONSIDERATION. 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.