2017-02-15T22:41:09-08:00 2016-06-30 542142541 Strayer Saylors and Associates Inc 8112 Florence Avenue Downey CA 90240 990 2015-07-01 330260314 Jewish Home For The Aging of Orange JEWI 27356 Bellogente Mission Viejo CA 92691 David Susson TREASURER 9493649685 2017-02-15 true Brian Saylors CPA P00461879 5629272000 2017-02-15 2015 2021-01-29 14:40:06Z Heritage Pointe Michael Silverman 8976238 false X www.heritagepointe.org X 1986 CA To provide congregate living, assisted living, memory care and other senior services. 15 15 192 90 0 0 491741 1004696 8364294 8095710 356265 -124168 86293 0 9298593 8976238 63208 0 0 4923126 5422029 0 556005 4403773 4048866 9390107 9470895 -91514 -494657 15003186 13991606 1292038 775115 13711148 13216491 To provide congregate living, assisted living, memory care and other senior services. false false 7451207 8035545 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. 7451207 true true false false false false false false false true true true false false true false true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 49 0 true 192 true false false false false false false false false false false X 15 15 false false false false false false false true true false true false true true true true true true true true false X Michael Silverman 9493649685 27356 Bellogente Mission Viejo CA 92691 X Jodi Greenbaum Chair 1.00 0.00 X X 0 0 0 David Susson Treasurer 1.00 0.00 X X 0 0 0 Steven Fainbarg Secretary 1.00 0.00 X X 0 0 0 Roberta Feuerstein Trustee 1.00 0.00 X 0 0 0 Jane Fischel Trusteee 1.00 0.00 X 0 0 0 Bonnie Jeannette Trustee 1.00 0.00 X 0 0 0 Lauren Klein Trustee 1.00 0.00 X 0 0 0 Todd Litman Trustee 1.00 0.00 X 0 0 0 Toni McDonald Trustee 1.00 0.00 X 0 0 0 Cindy Mirsky Trustee 1.00 0.00 X 0 0 0 Allison Pinsky Trustee 1.00 0.00 X 0 0 0 Wayne Schwartzman Trustee 1.00 0.00 X 0 0 0 Rod Stern Trustee 1.00 0.00 X 0 0 0 David Zarnow Trustee 1.00 0.00 X 0 0 0 Charlene Zuckerman Trustee 1.00 0.00 X 0 0 0 Michael Silverman CEO 40.00 0.00 X X 0 0 0 0 0 0 1 false false false 351423 653273 1004696 Assisted Living 623000 4085020 4085020 Independent Living 623990 3864180 3864180 FoodLaundryOther 812900 146510 146510 8095710 -124168 -124168 351423 8976238 7971542 0 0 3903147 2971479 684771 246897 1168684 1035940 112664 20080 350198 261251 67390 21557 37230 37230 18219 18219 58353 58353 131519 131519 113157 113157 172413 172413 444285 430110 14175 944731 944731 220737 218530 1656 551 Dietary Department 861257 861257 RepairsSuppliesMaintenance 523052 523052 Resident Activities 170265 170265 Fundraising Expenses 266920 266920 86728 34592 52136 9470895 7451207 1463683 556005 390330 271374 12250 11250 60564 108786 265314 108777 23557132 16123418 6858738 7433714 6583627 6057705 832363 15003186 13991606 1240733 691725 51305 83390 1292038 775115 X 13088607 12556175 622541 660316 13711148 13216491 15003186 13991606 -494657 0 X false true X true false X 441326 531375 359172 491741 1004696 2828310 441326 531375 359172 491741 1004696 2828310 117152 2711158 103056 149846 130267 169326 552495 3380805 0.80190 0.71510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6583627 -525922 6057705 497630 2000 68917 568547 185842 283455 28333 497630 54065 132766 -989 185842 45313 8752 54065 1.00000 false false 2551930 2551930 18742080 14551813 4190267 2263122 1571605 691517 7433714 Mutual Funds 6057705 F 6057705 Refundable Deposits 83390 83390 8976238 8976238 8976238 9470895 9470895 9470895 Gala Luncheon Local chapters branches affiliates Part VI line 10a HERITAGE 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 11 THE 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 12c THE RECORDING SECRETARY WILL ALERT THE BOARD CHAIR TO INQUIRE IF A CONFLICT APPEARS TO EXIST. CEO executive director top management comp Part VI line 15a 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. Other officer or key employee compensation Part VI line 15b 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. Governing documents etc available to public Part VI line 19 FORMS 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.