JEWISH HOME FOR THE AGING OF ORANGE COUNTY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 33-0260314)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-02-15
IRS object ID
201720479349300702
Schema version
2015v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-02-15T22:41:09-08:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN542142541PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Strayer Saylors and Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18112 Florence AvenueAddressLine1Txt
CityDowneyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330260314EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish Home For The Aging of OrangeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line127356 BellogenteAddressLine1Txt
CityMission ViejoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92691ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid SussonPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9493649685PhoneNum
Signature2017-02-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBrian Saylors CPAPreparerPersonNm
PTINP00461879PTIN
Phone5629272000PhoneNum
Preparation2017-02-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1Heritage PointeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerMichael SilvermanPrincipalOfficerNm
Gross Receipts$8,976,238GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.heritagepointe.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTo provide congregate living, assisted living, memory care and other senior services.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee192TotalEmployeeCnt
Total Volunteers90TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$491,741PYContributionsGrantsAmt
CY Contributions Grants$1,004,696CYContributionsGrantsAmt
PY Program Service Revenue$8,364,294PYProgramServiceRevenueAmt
CY Program Service Revenue$8,095,710CYProgramServiceRevenueAmt
PY Investment Income$356,265PYInvestmentIncomeAmt
CY Investment Income-$124,168CYInvestmentIncomeAmt
PY Other Revenue$86,293PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$9,298,593PYTotalRevenueAmt
CY Total Revenue$8,976,238CYTotalRevenueAmt
PY Grants And Similar Paid$63,208PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,923,126PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,422,029CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$556,005CYTotalFundraisingExpenseAmt
PY Other Expenses$4,403,773PYOtherExpensesAmt
CY Other Expenses$4,048,866CYOtherExpensesAmt
PY Total Expenses$9,390,107PYTotalExpensesAmt
CY Total Expenses$9,470,895CYTotalExpensesAmt
PY Revenues Less Expenses-$91,514PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$494,657CYRevenuesLessExpensesAmt
Total Assets BOY$15,003,186TotalAssetsBOYAmt
Total Assets EOY$13,991,606TotalAssetsEOYAmt
Total Liabilities BOY$1,292,038TotalLiabilitiesBOYAmt
Total Liabilities EOY$775,115TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,711,148NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,216,491NetAssetsOrFundBalancesEOYAmt
MissionTo provide congregate living, assisted living, memory care and other senior services.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$7,451,207ExpenseAmt
Revenue$8,035,545RevenueAmt
DescIs 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.Desc
Total Program Service Expenses$7,451,207TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document49IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee192EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMichael SilvermanPersonNm
Phone9493649685PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line127356 BellogenteAddressLine1Txt
CityMission ViejoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92691ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Jodi Greenbaum
Chair1.000.00Yes (X)Yes (X)$0$0$0
David Susson
Treasurer1.000.00Yes (X)Yes (X)$0$0$0
Steven Fainbarg
Secretary1.000.00Yes (X)Yes (X)$0$0$0
Roberta Feuerstein
Trustee1.000.00Yes (X)$0$0$0
Jane Fischel
Trusteee1.000.00Yes (X)$0$0$0
Bonnie Jeannette
Trustee1.000.00Yes (X)$0$0$0
Lauren Klein
Trustee1.000.00Yes (X)$0$0$0
Todd Litman
Trustee1.000.00Yes (X)$0$0$0
Toni McDonald
Trustee1.000.00Yes (X)$0$0$0
Cindy Mirsky
Trustee1.000.00Yes (X)$0$0$0
Allison Pinsky
Trustee1.000.00Yes (X)$0$0$0
Wayne Schwartzman
Trustee1.000.00Yes (X)$0$0$0
Rod Stern
Trustee1.000.00Yes (X)$0$0$0
David Zarnow
Trustee1.000.00Yes (X)$0$0$0
Charlene Zuckerman
Trustee1.000.00Yes (X)$0$0$0
Michael Silverman
CEO40.000.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$351,423FundraisingAmt
All Other Contributions$653,273AllOtherContributionsAmt
Total Contributions$1,004,696TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Assisted Living623000$4,085,020$4,085,020
Independent Living623990$3,864,180$3,864,180
FoodLaundryOther812900$146,510$146,510
FieldValueIRS element (for citing)
Total Program Service Revenue$8,095,710TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$124,168TotalRevenueColumnAmt
Related Or Exempt Func Income-$124,168RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$351,423ContriRptFundraisingEventAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,976,238TotalRevenueColumnAmt
Related Or Exempt Func Income$7,971,542RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,903,147TotalAmt
Program Services$2,971,479ProgramServicesAmt
Management And General$684,771ManagementAndGeneralAmt
Fundraising$246,897FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,168,684TotalAmt
Program Services$1,035,940ProgramServicesAmt
Management And General$112,664ManagementAndGeneralAmt
Fundraising$20,080FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$350,198TotalAmt
Program Services$261,251ProgramServicesAmt
Management And General$67,390ManagementAndGeneralAmt
Fundraising$21,557FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$37,230TotalAmt
Management And General$37,230ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$18,219TotalAmt
Management And General$18,219ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,353TotalAmt
Management And General$58,353ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$131,519TotalAmt
Management And General$131,519ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$113,157TotalAmt
Management And General$113,157ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$172,413TotalAmt
Management And General$172,413ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$444,285TotalAmt
Program Services$430,110ProgramServicesAmt
Management And General$14,175ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$944,731TotalAmt
Program Services$944,731ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$220,737TotalAmt
Program Services$218,530ProgramServicesAmt
Management And General$1,656ManagementAndGeneralAmt
Fundraising$551FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
Dietary Department$861,257$861,257
RepairsSuppliesMaintenance$523,052$523,052
Resident Activities$170,265$170,265
Fundraising Expenses$266,920$266,920

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$86,728TotalAmt
Program Services$34,592ProgramServicesAmt
Management And General$52,136ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,470,895TotalAmt
Program Services$7,451,207ProgramServicesAmt
Management And General$1,463,683ManagementAndGeneralAmt
Fundraising$556,005FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$390,330BOYAmt
EOY$271,374EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,250BOYAmt
EOY$11,250EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$60,564BOYAmt
EOY$108,786EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$265,314BOYAmt
EOY$108,777EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$23,557,132LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$16,123,418LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,858,738BOYAmt
EOY$7,433,714EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,583,627BOYAmt
EOY$6,057,705EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$832,363BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,003,186BOYAmt
EOY$13,991,606EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,240,733BOYAmt
EOY$691,725EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,305BOYAmt
EOY$83,390EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,292,038BOYAmt
EOY$775,115EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,088,607BOYAmt
EOY$12,556,175EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$622,541BOYAmt
EOY$660,316EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,711,148BOYAmt
EOY$13,216,491EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,003,186BOYAmt
EOY$13,991,606EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$494,657ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$441,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$531,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$359,172CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$491,741CurrentTaxYearMinus1YearAmt
Current Tax Year$1,004,696CurrentTaxYearAmt
Total$2,828,310TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$441,326CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$531,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$359,172CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$491,741CurrentTaxYearMinus1YearAmt
Current Tax Year$1,004,696CurrentTaxYearAmt
Total$2,828,310TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$117,152SubstantialContributorsTotAmt
Public Support Total170$2,711,158PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$103,056CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$149,846CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$130,267CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$169,326CurrentTaxYearMinus1YearAmt
Total$552,495TotalAmt
FieldValueIRS element (for citing)
Total Support$3,380,805TotalSupportAmt
Public Support CY1700.80190PublicSupportCY170Pct
Public Support PY1700.71510PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,583,627BeginningYearBalanceAmt
Investment Earnings Or Losses-$525,922InvestmentEarningsOrLossesAmt
End Year Balance$6,057,705EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$185,842BeginningYearBalanceAmt
Contributions$283,455ContributionsAmt
Investment Earnings Or Losses$28,333InvestmentEarningsOrLossesAmt
End Year Balance$497,630EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,065BeginningYearBalanceAmt
Contributions$132,766ContributionsAmt
Investment Earnings Or Losses-$989InvestmentEarningsOrLossesAmt
End Year Balance$185,842EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,313BeginningYearBalanceAmt
Investment Earnings Or Losses$8,752InvestmentEarningsOrLossesAmt
End Year Balance$54,065EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,742,080OtherCostOrOtherBasisAmt
Depreciation$14,551,813DepreciationAmt
Book Value$4,190,267BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,263,122OtherCostOrOtherBasisAmt
Depreciation$1,571,605DepreciationAmt
Book Value$691,517BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,433,714TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMutual FundsDesc
Book Value$6,057,705BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$6,057,705TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRefundable DepositsDesc
Amt$83,390Amt
FieldValueIRS element (for citing)
Total Liability$83,390TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,976,238TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$8,976,238RevenueSubtotalAmt
Total Revenue Per Form990$8,976,238TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,470,895TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$9,470,895ExpensesSubtotalAmt
Total Expenses Per Form990$9,470,895TotalExpensesPerForm990Amt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GalaEvent1Nm
Event2LuncheonEvent2Nm

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Local chapters branches affiliates Part VI line 10aHERITAGE POINTE HAS 5 ACTIVE CHAPTERS WITH THE SOLE PURPOSE TO PROVIDE LOCAL FUNDRAISING EVENTS TO BENEFIT HERITAGE POINTE. wHILE NO FORMALCOMMITTEES WHICH REPORT, NO LESS FREQUENT THAN QUARTERLY, TO THE HERITAGE POINTE FUNDRAISING DEPARTMENT. ALL CHAPTER ACTIVITIES ARE DISCUSSED TO ENSURE CONSISTENCY WITH HERITAGE POINTES MISSION.
Form 990 governing body review Part VI line 11THE ORGANIZATIONS 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.
Conflict of interest policy compliance Part VI line 12cTHE RECORDING SECRETARY WILL ALERT THE BOARD CHAIR TO INQUIRE IF A CONFLICT APPEARS TO EXIST.
CEO executive director top management comp Part VI line 15aALL 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.
Other officer or key employee compensation Part VI line 15bALL 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.
Governing documents etc available to public Part VI line 19FORMS 990 AND 1023 ARE PUBLICLY AVAILABLE ( FOR INSPECTION OR COPYING) AT THE ORGANIZATIONS MAIN OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATIONS ARTICLES OF INCORPORATION AND CONFLICT OF INTEREST POLICY ARE AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATIONS MAIN OFFICE DURING NORMAL BUSINESS HOURS.WEHN 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.

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