JEWISH HOME FOR THE AGING OF ORANGE COUNTY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 33-0260314)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-05-15
IRS object ID: 201921359349313412
Schema version: 2017v2.3
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	2019-05-15T19:07:54-05:00	ReturnTs
Tax Period End	2018-06-30	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	2017-07-01	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	MIKE SILVERMAN	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	9493649685	PhoneNum
Signature	2019-05-14	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	2019-05-14	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.215.11.242	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-14	IPDt
IP Tm	18:50:29	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	5D04C9354A80B93E424F24406112F0168D52D17D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	FAA4A87504889BA9051C5890A3D1561A7470D032	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	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	MIKE 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	$11,067,109	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	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	231	TotalEmployeeCnt
Total Volunteers	160	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,525,632	PYContributionsGrantsAmt
CY Contributions Grants	$972,341	CYContributionsGrantsAmt
PY Program Service Revenue	$9,038,067	PYProgramServiceRevenueAmt
CY Program Service Revenue	$9,156,464	CYProgramServiceRevenueAmt
PY Investment Income	$174,765	PYInvestmentIncomeAmt
CY Investment Income	$344,020	CYInvestmentIncomeAmt
PY Other Revenue	$68,875	PYOtherRevenueAmt
CY Other Revenue	-$171,092	CYOtherRevenueAmt
PY Total Revenue	$10,807,339	PYTotalRevenueAmt
CY Total Revenue	$10,301,733	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	$5,573,076	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,709,483	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$324,904	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,331,710	PYOtherExpensesAmt
CY Other Expenses	$4,297,562	CYOtherExpensesAmt
PY Total Expenses	$9,904,786	PYTotalExpensesAmt
CY Total Expenses	$10,007,045	CYTotalExpensesAmt
PY Revenues Less Expenses	$902,553	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$294,688	CYRevenuesLessExpensesAmt
Total Assets BOY	$14,986,627	TotalAssetsBOYAmt
Total Assets EOY	$15,590,786	TotalAssetsEOYAmt
Total Liabilities BOY	$784,928	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,005,079	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$14,201,699	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$14,585,707	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	$7,738,256	ExpenseAmt
Revenue	$9,156,464	RevenueAmt
Desc	HERITAGE POINTE IS A 200-RESIDENT 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 $809,090 FOR THE YEAR ENDED JUNE 30, 2018, WHEN MEASURED AT THE ORGANIZATION'S DIRECT AND INDIRECT OPERATING COSTS.	Desc
Total Program Service Expenses	$7,738,256	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	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 With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	49	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	231	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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	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 (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
JODI GREENBAUM
IMMEDIATE PAST CHAIR	1.00	Yes (X)	$0	$0	$0
DAVID SUSSON
VP, FINANCE & TREASURER	1.00	Yes (X)	$0	$0	$0	Yes (X)
ROBERTA FEUERSTEIN
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
JANE FISCHEL
VP, LIFE ENRICHMENT	1.00	Yes (X)	$0	$0	$0
LAUREN KLEIN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
TODD LITMAN
VP GOVERNANCE	1.00	Yes (X)	$0	$0	$0
CINDY MIRSKY
CHAIRPERSON	1.00	Yes (X)	$0	$0	$0	Yes (X)
ALLISON PINSKY
TRUSTEE	1.00	Yes (X)	$0	$0	$0
DAVID ZARNOW
VP, SPIRITUAL LIFE	1.00	Yes (X)	$0	$0	$0
PHIL BINDER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
DR ROBERT GREENFIELD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
TERRY MCDONALD
VP BUILDINGS AND GROUNDS	1.00	Yes (X)	$0	$0	$0
LINDA MEYSKENS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ELANA SAMSON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
MARC SCHKURMAN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
MICHAEL SILVERMAN
CEO	40.00		$334,000	$0	$5,162	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$334,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$5,162	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	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
STEVEN HYNES & ASSOCIATES INC
15661 COMPUTER LANE	HUNTINGTON BEACH	CA	92649	BUILDING CONTRACTOR	$379,526
SECURITY101
2741 ALPINE BLVD SUITE 101	ALPINE	CA	91901	SECURITY	$336,102
US FOODSERVICE INC
9399 W HIGGINS RD STE 500	ROSEMONT	IL	60018	FOODSERVICE	$151,369
PARISI PORTFOLIO INC
3505 CAMINO DEL RIO SOUTH	SAN DIEGO	CA	92108	INTERIOR DESIGN	$127,464
INGARDIA BROS PRODUCE
700 S HATHAWAY ST	SANTA ANA	CA	92705	PRODUCE	$125,858

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	7	CntrctRcvdGreaterThan100KCnt
Fundraising	$443,311	FundraisingAmt
All Other Contributions	$529,030	AllOtherContributionsAmt
Total Contributions	$972,341	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
APARTMENTS	623990	$8,024,749	$8,024,749
ANCILLARY	623990	$830,902	$830,902
FOOD/LAUNDRY/OTHER	812900	$300,813	$300,813

Field	Value	IRS element (for citing)
Total Program Service Revenue	$9,156,464	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$48,741	TotalRevenueColumnAmt
Exclusion	$48,741	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$829,373	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$534,094	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$295,279	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$295,279	TotalRevenueColumnAmt
Exclusion	$295,279	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$60,190	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$443,311	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$231,282	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$171,092	TotalRevenueColumnAmt
Exclusion	-$171,092	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,301,733	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,156,464	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$172,928	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$350,847	TotalAmt
Program Services	$268,258	ProgramServicesAmt
Management And General	$68,212	ManagementAndGeneralAmt
Fundraising	$14,377	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,290,098	TotalAmt
Program Services	$3,270,742	ProgramServicesAmt
Management And General	$841,580	ManagementAndGeneralAmt
Fundraising	$177,776	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$33,790	TotalAmt
Program Services	$23,436	ProgramServicesAmt
Management And General	$8,049	ManagementAndGeneralAmt
Fundraising	$2,305	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$664,929	TotalAmt
Program Services	$600,959	ProgramServicesAmt
Management And General	$56,698	ManagementAndGeneralAmt
Fundraising	$7,272	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$369,819	TotalAmt
Program Services	$286,067	ProgramServicesAmt
Management And General	$69,480	ManagementAndGeneralAmt
Fundraising	$14,272	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$46,803	TotalAmt
Management And General	$46,803	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$149,650	TotalAmt
Management And General	$149,650	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$46,388	TotalAmt
Management And General	$46,388	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$124,073	TotalAmt
Program Services	$49,348	ProgramServicesAmt
Management And General	$62,272	ManagementAndGeneralAmt
Fundraising	$12,453	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$88,156	TotalAmt
Program Services	$50,649	ProgramServicesAmt
Management And General	$37,507	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$398,669	TotalAmt
Program Services	$350,980	ProgramServicesAmt
Management And General	$36,832	ManagementAndGeneralAmt
Fundraising	$10,857	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$654,931	TotalAmt
Program Services	$473,639	ProgramServicesAmt
Management And General	$176,382	ManagementAndGeneralAmt
Fundraising	$4,910	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$16,242	TotalAmt
Program Services	$13,552	ProgramServicesAmt
Management And General	$1,009	ManagementAndGeneralAmt
Fundraising	$1,681	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$897,692	TotalAmt
Program Services	$870,762	ProgramServicesAmt
Management And General	$17,953	ManagementAndGeneralAmt
Fundraising	$8,977	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$167,126	TotalAmt
Management And General	$167,126	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
DIETARY DEPARTMENT	$1,040,360	$1,040,360	$0	$0
REPAIRS/SUPPLIES/MAINTE	$339,304	$289,276	$47,777	$2,251
RESIDENT ACTIVITIES	$52,204	$52,204	$0	$0
FUNDRAISING EXPENSES	$36,767	$0	$0	$36,767

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$239,197	TotalAmt
Program Services	$98,024	ProgramServicesAmt
Management And General	$110,167	ManagementAndGeneralAmt
Fundraising	$31,006	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,007,045	TotalAmt
Program Services	$7,738,256	ProgramServicesAmt
Management And General	$1,943,885	ManagementAndGeneralAmt
Fundraising	$324,904	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,057,327	BOYAmt
EOY	$1,281,536	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$47,925	BOYAmt
EOY	$21,018	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$111,560	BOYAmt
EOY	$130,243	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$127,383	BOYAmt
EOY	$71,069	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$23,445,947	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$17,918,540	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$6,425,099	BOYAmt
EOY	$5,527,407	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$7,100,957	BOYAmt
EOY	$6,704,924	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$116,376	BOYAmt
EOY	$1,854,589	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,986,627	BOYAmt
EOY	$15,590,786	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$784,928	BOYAmt
EOY	$913,771	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
EOY	$91,308	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$784,928	BOYAmt
EOY	$1,005,079	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$13,276,068	BOYAmt
EOY	$13,389,370	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$62,944	BOYAmt
EOY	$93,891	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$862,687	BOYAmt
EOY	$1,102,446	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,201,699	BOYAmt
EOY	$14,585,707	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,986,627	BOYAmt
EOY	$15,590,786	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$294,688	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$89,320	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	$359,172	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$491,741	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$815,346	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,525,632	CurrentTaxYearMinus1YearAmt
Current Tax Year	$972,341	CurrentTaxYearAmt
Total	$4,164,232	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$359,172	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$491,741	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$815,346	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,525,632	CurrentTaxYearMinus1YearAmt
Current Tax Year	$972,341	CurrentTaxYearAmt
Total	$4,164,232	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,182,196	SubstantialContributorsTotAmt
Public Support Total170	$2,982,036	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$130,267	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$169,326	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$153,386	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$174,765	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,741	CurrentTaxYearAmt
Total	$676,485	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$67,238	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$84,677	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year	$68,875	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$220,790	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$5,061,507	TotalSupportAmt
Gross Receipts Rltd Activities	$43,479,323	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.58920	PublicSupportCY170Pct
Public Support PY170	0.61080	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$568,547	BeginningYearBalanceAmt
Contributions	$49,663	ContributionsAmt
Investment Earnings Or Losses	$4,331	InvestmentEarningsOrLossesAmt
End Year Balance	$622,541	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$497,630	BeginningYearBalanceAmt
Contributions	$2,000	ContributionsAmt
Investment Earnings Or Losses	$68,917	InvestmentEarningsOrLossesAmt
End Year Balance	$568,547	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.18000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.81000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.01000	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	$8,296,030	DepreciationAmt
Book Value	$6,083	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,181,564	OtherCostOrOtherBasisAmt
Depreciation	$7,825,264	DepreciationAmt
Book Value	$2,356,300	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,410,340	OtherCostOrOtherBasisAmt
Depreciation	$1,797,246	DepreciationAmt
Book Value	$613,094	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,527,407	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	MUTUAL FUNDS	Desc
Book Value	$6,704,924	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$6,704,924	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	CONSTRUCTION IN PROGRESS	Desc
Book Value	$1,854,589	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$1,854,589	TotalBookValueOtherAssetsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$10,344,665	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$89,320	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$89,320	RevenueNotReportedAmt
Revenue Subtotal	$10,255,345	RevenueSubtotalAmt
Investment Expenses Not Incld	$46,388	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$46,388	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$10,301,733	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$9,960,657	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$9,960,657	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$46,388	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$46,388	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$10,007,045	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART X, LINE 2:	FormAndLineReferenceDesc
Explanation	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, 2018 AND 2017, 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, 2018 AND 2017. THE ORGANIZATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. THE ORGANIZATION'S FEDERAL INCOME TAX AND INFORMATIONAL RETURNS FOR THE YEARS ENDED JUNE 30, 2017, 2016 AND 2015 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR 3 YEARS AFTER THE RETURNS WERE FILED. STATE AND LOCAL JURISDICTIONS HAVE STATUTES OF LIMITATION THAT GENERALLY RANGE FROM 3 TO 5 YEARS.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA	Event1Nm
Gross Receipts Event1	$411,100	GrossReceiptsEvent1Amt
Charitable Contri Event1	$385,196	CharitableContriEvent1Amt
Gross Revenue Event1	$25,904	GrossRevenueEvent1Amt
Cash Prizes Event1	$282	CashPrizesEvent1Amt
Rent Facility Costs Event1	$57,031	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$14,231	FoodAndBeverageEvent1Amt
Entertainment Event1	$23,400	EntertainmentEvent1Amt
Other Direct Expenses Event1	$31,784	OtherDirectExpensesEvent1Amt
Event2	LUNCHEON	Event2Nm
Gross Receipts Event2	$92,401	GrossReceiptsEvent2Amt
Charitable Contri Event2	$58,115	CharitableContriEvent2Amt
Gross Revenue Event2	$34,286	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$28,501	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$3,796	FoodAndBeverageEvent2Amt
Entertainment Event2	$29,792	EntertainmentEvent2Amt
Other Direct Expenses Event2	$42,465	OtherDirectExpensesEvent2Amt
Gross Receipts Total	$503,501	GrossReceiptsTotalAmt
Charitable Contributions Tot	$443,311	CharitableContributionsTotAmt
Gross Revenue Total Events	$60,190	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$282	CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$85,532	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$18,027	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$53,192	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$74,249	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$231,282	DirectExpenseSummaryEventsAmt
Net Income Summary	-$171,092	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	$309,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$25,000	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$5,162	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$339,162	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 (5 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.