2019-05-15T19:07:54-05:00 2018-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2017-07-01 330260314 JEWISH HOME FOR THE AGING OF ORANGE COUNTY JEWI 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 MIKE SILVERMAN CEO 9493649685 2019-05-14 1 DONITA M JOSEPH P00286656 5624351191 2019-05-14 66.215.11.242 2019-05-14 18:50:29 PD P 5D04C9354A80B93E424F24406112F0168D52D17D FAA4A87504889BA9051C5890A3D1561A7470D032 2017 2019-02-21 02:37:17Z HERITAGE POINTE MIKE SILVERMAN 27356 BELLOGENTE MISSION VIEJO CA 92691 11067109 0 X WWW.HERITAGEPOINTE.ORG X 1986 CA TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 15 15 231 160 0 0 1525632 972341 9038067 9156464 174765 344020 68875 -171092 10807339 10301733 0 0 0 0 5573076 5709483 0 0 324904 4331710 4297562 9904786 10007045 902553 294688 14986627 15590786 784928 1005079 14201699 14585707 TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 0 0 7738256 9156464 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. 7738256 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 49 0 1 231 1 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 JODI GREENBAUM IMMEDIATE PAST CHAIR 1.00 X 0 0 0 DAVID SUSSON VP, FINANCE & TREASURER 1.00 X X 0 0 0 ROBERTA FEUERSTEIN SECRETARY 1.00 X X 0 0 0 JANE FISCHEL VP, LIFE ENRICHMENT 1.00 X 0 0 0 LAUREN KLEIN TRUSTEE 1.00 X 0 0 0 TODD LITMAN VP GOVERNANCE 1.00 X 0 0 0 CINDY MIRSKY CHAIRPERSON 1.00 X X 0 0 0 ALLISON PINSKY TRUSTEE 1.00 X 0 0 0 DAVID ZARNOW VP, SPIRITUAL LIFE 1.00 X 0 0 0 PHIL BINDER TRUSTEE 1.00 X 0 0 0 DR ROBERT GREENFIELD TRUSTEE 1.00 X 0 0 0 TERRY MCDONALD VP BUILDINGS AND GROUNDS 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 334000 0 5162 334000 0 5162 1 0 1 0 STEVEN HYNES & ASSOCIATES INC 15661 COMPUTER LANE HUNTINGTON BEACH CA 92649 BUILDING CONTRACTOR 379526 SECURITY101 2741 ALPINE BLVD SUITE 101 ALPINE CA 91901 SECURITY 336102 US FOODSERVICE INC 9399 W HIGGINS RD STE 500 ROSEMONT IL 60018 FOODSERVICE 151369 PARISI PORTFOLIO INC 3505 CAMINO DEL RIO SOUTH SAN DIEGO CA 92108 INTERIOR DESIGN 127464 INGARDIA BROS PRODUCE 700 S HATHAWAY ST SANTA ANA CA 92705 PRODUCE 125858 7 443311 529030 972341 APARTMENTS 623990 8024749 8024749 ANCILLARY 623990 830902 830902 FOOD/LAUNDRY/OTHER 812900 300813 300813 9156464 48741 48741 829373 534094 295279 295279 295279 60190 443311 231282 -171092 -171092 10301733 9156464 0 172928 350847 268258 68212 14377 4290098 3270742 841580 177776 33790 23436 8049 2305 664929 600959 56698 7272 369819 286067 69480 14272 46803 46803 149650 149650 46388 46388 124073 49348 62272 12453 88156 50649 37507 398669 350980 36832 10857 654931 473639 176382 4910 16242 13552 1009 1681 897692 870762 17953 8977 167126 167126 DIETARY DEPARTMENT 1040360 1040360 0 0 REPAIRS/SUPPLIES/MAINTE 339304 289276 47777 2251 RESIDENT ACTIVITIES 52204 52204 0 0 FUNDRAISING EXPENSES 36767 0 0 36767 239197 98024 110167 31006 10007045 7738256 1943885 324904 1057327 1281536 47925 21018 111560 130243 127383 71069 23445947 17918540 6425099 5527407 7100957 6704924 116376 1854589 14986627 15590786 784928 913771 91308 784928 1005079 X 13276068 13389370 62944 93891 862687 1102446 14201699 14585707 14986627 15590786 294688 89320 0 X 0 1 X 1 0 X 359172 491741 815346 1525632 972341 4164232 359172 491741 815346 1525632 972341 4164232 1182196 2982036 130267 169326 153386 174765 48741 676485 67238 84677 68875 0 220790 5061507 43479323 0.58920 0.61080 X 1101290 198636 61519 1361445 632599 381075 87616 1101290 622541 27500 -17442 632599 568547 49663 4331 622541 497630 2000 68917 568547 0.18000 0.81000 0.01000 0 0 2551930 2551930 8302113 8296030 6083 10181564 7825264 2356300 2410340 1797246 613094 5527407 MUTUAL FUNDS 6704924 F 6704924 CONSTRUCTION IN PROGRESS 1854589 1854589 X 10344665 89320 89320 10255345 46388 46388 10301733 9960657 0 9960657 46388 46388 10007045 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, 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. GALA 411100 385196 25904 282 57031 14231 23400 31784 LUNCHEON 92401 58115 34286 28501 3796 29792 42465 503501 443311 60190 282 85532 18027 53192 74249 231282 -171092 X X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL SILVERMAN CEO 309000 0 25000 0 0 0 5162 0 0 0 339162 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.