2016-09-19T11:33:35-05:00 2015-12-31 953655325 BOWEN MCBETH INC 10722 ARROW RTE STE 110 RANCHO CUCAMONGA CA 917304840 990 2015-01-01 954351979 HERITAGE GROUP HOMES INC HERI 6266531000 PO BOX 8400 LA VERNE CA 91750 SANDI HEYER EXECUTIVE DIRECTOR 6266531000 2016-09-15 true CRAIG B MILLER P00179355 9099446465 2016-09-15 2015 2017-02-10 21:41:12Z SANDI HEYER PO BOX 8400 LA VERNE CA 91750 3070713 false X WWW.HERITAGEHOMES.ORG X 1992 CA HERITAGE GROUP HOMES IS A NON-PROFIT ORGANIZATION THAT PROVIDES RESIDENTIAL TREATMENT SERVICES FOR EMOTIONALLY/PHYSICALLY DISTURBED AND/OR ABUSED CHILDREN IN FACILITIES LICENSED BY CALIFORNIA DEPT. OF SOCIAL SERVICES. THIS INCLUDES 24 HOUR CARE, SUPERVISION, SOCIAL WORK, PSYCHOLOGICAL AND PSYCHIATRIST TREATMENT TO ALL CHILDREN. 3 3 61 0 2764718 3068762 0 1619 1951 1573 0 2767910 3070713 0 0 1531957 1693504 0 0 933008 1009761 2464965 2703265 302945 367448 3425146 5136866 93423 1437695 3331723 3699171 X HERITAGE GROUP HOMES IS A NON-PROFIT ORGANIZATION THAT PROVIDES RESIDENTIAL TREATMENT SERVICES FOR EMOTIONALLY/PHYSICALLY DISTRUBED AND/OR ABUSED CHILDREN IN FACILITIES LICENSED BY CALIFORNIA DEPT. OF SOCIAL SERVICES. THIS INCLUDES 24 HOUR CARE, SUPERVISION, SOCIAL WORK, PSYCHOLOGICAL AND PSYCHIATRIST TREATMENT TO ALL CHILDREN. false false 2281052 2925562 TWENTY FOUR HOUR RESIDENTIAL CARE AND TREATMENT OF ABUSED AND NEGLECTED CHILDREN WITH PSYCHOLOGICAL SERVICES AND SOCIAL WORK SERVICES. 2281052 true false false false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false true 6 0 true 61 true false false false false false false false false false false X 3 3 false false false false false false false true true false false true true true true true true true true false CA X HERITAGE GROUP HOMES INC 6266531000 PO BOX 8400 LA VERNE CA 91750 SHELLY JOHNSON PRESIDENT 1.00 X X 0 0 0 MICHELLE ROSAS SECRETARY/TR 1.00 X X 0 0 0 HARBINDER HEYER ASST EX DIRE 40.00 X 134180 0 0 SANDI HEYER EXECUTIVE DI 40.00 X 115700 0 0 DAISY ANAND VICE PRESIDE 1.00 X 0 0 0 249880 2 false false false 2925562 143200 3068762 1951 1951 3070713 1951 1498971 1222880 276091 68646 56290 12356 125887 103227 22660 37972 31137 6835 94545 83834 10711 11797 11797 475272 431890 43382 22456 18414 4042 2105 1726 379 38353 31449 6904 96322 78984 17338 FOOD 81429 81429 OTHER CHILDCARE EXPENSE 73143 73143 CLOTHING 31463 31463 PERSONAL & INCIDENTAL 21775 21775 23129 13411 9718 2703265 2281052 422213 0 1301585 490807 1699946 1401897 293628 295471 48870 65927 3026108 146844 77617 2879264 3500 3500 3425146 5136866 93423 88695 1349000 93423 1437695 X 3331723 3699171 3331723 3699171 3425146 5136866 367448 X false true X true true true X 2644338 2729292 2760563 2764718 3068762 13967673 2644338 2729292 2760563 2764718 3068762 13967673 13967673 2504 1682 1619 1951 7756 3038 16214 725 1573 21550 13996979 37668 0.99790 0.99790 X PART II, LINE 10 21,550 1709213 1709213 1130787 3492 1127295 186108 143352 42756 2879264 X 3070713 3070713 3070713 2703265 2703265 2703265 SCHEDULE D, PAGE 3, PART X HERITAGE GROUP HOMES, INC. IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. GAAP PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURN ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED AND FOR A PERIOD OF FOUR YEARS FOR CALIFORNIA TAXING AUTHORITIES. SANDI HEYER EXECUTIVE DIR 311850 RENTS false FORM 990 - ORGANIZATION'S MISSION HERITAGE GROUP HOMES IS A NON-PROFIT ORGANIZATION THAT PROVIDES RESIDENTIAL TREATMENT SERVICES FOR EMOTIONALLY/PHYSICALLY DISTRUBED AND/OR ABUSED CHILDREN IN FACILITIES LICENSED BY CALIFORNIA DEPT. OF SOCIAL SERVICES. THIS INCLUDES 24 HOUR CARE, SUPERVISION, SOCIAL WORK, PSYCHOLOGICAL AND PSYCHIATRIST TREATMENT TO ALL CHILDREN. FORM 990, PART VI FORM 990, PART VI, LINE 13: THE ORGANIZATION HAS A WRITTEN WHISTLEBLOWER POLICY SIGNED BY ALL BOARD MEMBERS AND EMPLOYEES. COMPLIANCE IS MONITORED BY THE EXECUTIVE DIRECTOR AND BOARD GOVERNANCE AND COMPLIANCE COMMITTEE. FORM 990, PART VI, LINE 14: THE ORGANIZATION HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY AND COMPLIANCE IS MONITORED BY THE EXECUTIVE DIRECTOR AND BOARD GOVERNANCE AND COMPLIANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING IN A REGULAR OR SPECIAL BOARD MEETING AND THEN APPROVED BY THE BOARD OF DIRECTORS TO BE FILED WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, AT THE FIRST BOARD MEETING OF THE CALENDAR YEAR, EACH MEMBER OF THE BOARD IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND REQUIRED TO REPORT ANY APPARENT CONFLICTS OF INTEREST. IF ANY CONFLICT IS RECOGNIZED, THE MEMBER MUST ABSTAIN FROM VOTING. ALL EMPLOYEES OF HERITAGE GROUP HOMES SHALL AVOID ANY CONFLICT OF INTEREST OR APPEARANCE OF CONFLICT OF INTEREST BETWEEN THEIR OWN INDIVIDUAL INTERESTS AND THOSE OF HERITAGE GROUP HOMES. THE BOARD GOVERNANCE AND COMPLIANCE COMMITTEE MONITORS COMPLIANCE WITH THIS POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS SUBJECT TO THE APPROVAL BY THE BOARD COMPENSATION COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15B THE SALARY OF THE EXECUTIVE DIRECTOR IS REGULATED BY THE STATE OF CALIFORNIA AND FOLLOWS THE IRS CODE SECTION 4958 GUIDELINES BASED ON THE ANNUAL BUDGET OF THE ORGANIZATION AND OF OTHER SIMILAR ORGANIZATIONS FOR PROFIT OR NOT FOR PROFIT. THE COMPENSATION COMMITTEE INDEPENDENTLY CONDUCTS AN ANALYSIS OF BUDGET, REVIEW OF SIMILAR CEO COMPENSATION AND SURVEYS TO DETERMINE APPROPRIATE SALARY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN THE EVENT A REQUEST IS SUBMITTED, THEY WILL BE AVAILABLE FOR INSPECTION BY MAIL, EMAIL OR BY PHYSICAL INSPECTION AT OUR OFFICE LOCATION DURING NORMAL BUSINESS HOURS.