JEWISH HOME FOR THE AGING OF ORANGE COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 33-0260314)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-09
- IRS object ID
- 201543139349303184
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T18:06:23-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 S JUNIPER STREET SUITE 100 | AddressLine1Txt |
| City | ESCONDIDO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 COUNTY | BusinessNameLine1Txt |
| 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 | DAVID SUSSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9493649685 | PhoneNum |
| Signature | 2015-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELSA A ROMERO | PreparerPersonNm |
| PTIN | P00485021 | PTIN |
| Phone | 7607461560 | PhoneNum |
| Preparation | 2015-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | DAVID SUSSON | 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 | $9,751,288 | 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 | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 192 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $359,172 | PYContributionsGrantsAmt |
| CY Contributions Grants | $491,741 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,812,464 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,364,294 | CYProgramServiceRevenueAmt |
| PY Investment Income | $288,554 | PYInvestmentIncomeAmt |
| CY Investment Income | $356,265 | CYInvestmentIncomeAmt |
| PY Other Revenue | $70,641 | PYOtherRevenueAmt |
| CY Other Revenue | $86,293 | CYOtherRevenueAmt |
| PY Total Revenue | $9,530,831 | PYTotalRevenueAmt |
| CY Total Revenue | $9,298,593 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $45,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $63,208 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,954,445 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,923,126 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $420,283 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,538,245 | PYOtherExpensesAmt |
| CY Other Expenses | $4,403,773 | CYOtherExpensesAmt |
| PY Total Expenses | $9,537,690 | PYTotalExpensesAmt |
| CY Total Expenses | $9,390,107 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,859 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$91,514 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,214,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,003,186 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,161,592 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,292,038 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,052,645 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,711,148 | 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 | $8,211,754 | ExpenseAmt |
| Grant | $63,208 | GrantAmt |
| Revenue | $8,364,294 | RevenueAmt |
| Desc | 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 $868,000 FOR THE YEAR ENDED JUNE 30, 2015, WHEN MEASURED AT THE ORGANIZATION'S DIRECT AND INDIRECT OPERATING COSTS. | Desc |
| Total Program Service Expenses | $8,211,754 | 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 | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 72 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 192 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY BLOSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7606320081 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JODI GREENBAUM | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID SUSSON | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN FAINBARG | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CINDY MIRSKY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE JEANNETTE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON KLINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA FEUERSTEIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH SLAVIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROD STERN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONI MCDONALD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE FISCHEL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ZARNOW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE ZUCKERMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE SCHWARTZMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREN KLINE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLISON PINSKY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN WEISS | |||||||
| DIRECTOR OF PHILANTHROPY | 40.00 | $129,844 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $129,844 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | 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 |
|---|---|---|---|---|---|
| GENERATIONS MANAGEMENT GROUP LLC | |||||
| 211 SAXONY ROAD | ENCINITAS | CA | 92024 | MANAGEMENT SERVICES | $445,385 |
| CENTERPOINT DEVELOPMENT | |||||
| 1001 CALLE NEGOCIO STE A | SAN CLEMENTE | CA | 92673 | CONSTRUCTION | $360,731 |
| ARTHUR J GALLAGHER | |||||
| 10505 SORRENTO VALLEY ROAD STE 200 | SAN DIEGO | CA | 92121 | INSURANCE SERVICES | $235,933 |
| COMMERCIAL BUILDERS INC | |||||
| 525 B STREET STE 740 | SAN DIEGO | CA | 92101 | CONSTRUCTION | $167,265 |
| DOUGLAS PANCAKE ARCHITECTS INC | |||||
| 19000 MACARTHUR BLVD STE 500 | IRVINE | CA | 92612 | ARCHITECT SERVICES | $124,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $153,665 | FundraisingAmt |
| All Other Contributions | $338,076 | AllOtherContributionsAmt |
| Total Contributions | $491,741 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSISTED LIVING | 623000 | $5,086,224 | $5,086,224 |
| INDEPENDENT LIVING | 623990 | $3,152,056 | $3,152,056 |
| FOOD/LAUNDRY/OTHER | 812900 | $126,014 | $126,014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,364,294 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $169,326 | TotalRevenueColumnAmt |
| Exclusion | $169,326 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $400,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $213,061 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $186,939 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,939 | TotalRevenueColumnAmt |
| Exclusion | $186,939 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $304,837 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $153,665 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $220,160 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,677 | TotalRevenueColumnAmt |
| Exclusion | $84,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $21,090 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $19,474 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,616 | TotalRevenueColumnAmt |
| Exclusion | $1,616 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,298,593 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,364,294 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $442,558 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,208 | TotalAmt |
| Program Services | $63,208 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,067,349 | TotalAmt |
| Program Services | $3,649,235 | ProgramServicesAmt |
| Management And General | $203,156 | ManagementAndGeneralAmt |
| Fundraising | $214,958 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,132 | TotalAmt |
| Program Services | $494,103 | ProgramServicesAmt |
| Management And General | $13,077 | ManagementAndGeneralAmt |
| Fundraising | $7,952 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,645 | TotalAmt |
| Program Services | $305,323 | ProgramServicesAmt |
| Management And General | $18,735 | ManagementAndGeneralAmt |
| Fundraising | $16,587 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,371 | TotalAmt |
| Management And General | $279,371 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,836 | TotalAmt |
| Program Services | $37,836 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,906 | TotalAmt |
| Management And General | $47,906 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,541 | TotalAmt |
| Program Services | $176,541 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,056 | TotalAmt |
| Management And General | $138,056 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,097 | TotalAmt |
| Program Services | $45,549 | ProgramServicesAmt |
| Management And General | $45,548 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,136 | TotalAmt |
| Program Services | $466,136 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975,488 | TotalAmt |
| Program Services | $964,367 | ProgramServicesAmt |
| Management And General | $7,414 | ManagementAndGeneralAmt |
| Fundraising | $3,707 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,291 | TotalAmt |
| Program Services | $555,031 | ProgramServicesAmt |
| Management And General | $1,807 | ManagementAndGeneralAmt |
| Fundraising | $1,453 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIETARY DEPARTMENT | $817,435 | $817,435 | $0 | $0 |
| REPAIRS/SUPPLIES/MAINT. | $355,603 | $352,603 | $3,000 | $0 |
| FUNDRAISING EXPENSES | $175,626 | $0 | $0 | $175,626 |
| RESIDENT ACTIVITIES | $154,842 | $154,842 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,545 | TotalAmt |
| Program Services | $129,545 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,390,107 | TotalAmt |
| Program Services | $8,211,754 | ProgramServicesAmt |
| Management And General | $758,070 | ManagementAndGeneralAmt |
| Fundraising | $420,283 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,071,373 | BOYAmt |
| EOY | $390,330 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,500 | BOYAmt |
| EOY | $12,250 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,206 | BOYAmt |
| EOY | $60,564 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,970 | BOYAmt |
| EOY | $265,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,050,081 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,191,343 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,689,160 | BOYAmt |
| EOY | $6,858,738 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,877,749 | BOYAmt |
| EOY | $6,583,627 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,279 | BOYAmt |
| EOY | $832,363 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,214,237 | BOYAmt |
| EOY | $15,003,186 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,585 | BOYAmt |
| EOY | $1,240,733 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,007 | BOYAmt |
| EOY | $51,305 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,161,592 | BOYAmt |
| EOY | $1,292,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,484,098 | BOYAmt |
| EOY | $13,088,607 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,547 | BOYAmt |
| EOY | $622,541 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,052,645 | BOYAmt |
| EOY | $13,711,148 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,214,237 | BOYAmt |
| EOY | $15,003,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$91,514 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$249,983 | 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 | $433,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $441,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $531,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $491,741 | CurrentTaxYearAmt |
| Total | $2,256,797 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $433,183 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $441,326 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $531,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $359,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $491,741 | CurrentTaxYearAmt |
| Total | $2,256,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $61,977 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,194,820 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,854 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,846 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,326 | CurrentTaxYearAmt |
| Total | $611,349 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,761 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,677 | CurrentTaxYearAmt |
| Total | $201,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,069,404 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $43,036,652 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75260 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $185,842 | BeginningYearBalanceAmt |
| Contributions | $283,455 | ContributionsAmt |
| Investment Earnings Or Losses | $28,333 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $497,630 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,065 | BeginningYearBalanceAmt |
| Contributions | $132,766 | ContributionsAmt |
| Investment Earnings Or Losses | -$989 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $185,842 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,313 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,752 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $54,065 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $2,551,078 | OtherCostOrOtherBasisAmt |
| Book Value | $2,551,078 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,294,965 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,803,090 | DepreciationAmt |
| Book Value | $3,491,875 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,204,038 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,388,253 | DepreciationAmt |
| Book Value | $815,785 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,858,738 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| Book Value | $6,583,627 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,583,627 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONSTRUCTION IN PROGRESS | Desc |
| Book Value | $832,363 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $832,363 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE DEPOSITS | Desc |
| Amt | $51,305 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,305 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,240,338 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$249,983 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $239,634 | OtherRevenueAmt |
| Revenue Not Reported | -$10,349 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,250,687 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,906 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $47,906 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,298,593 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,581,835 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $239,634 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $239,634 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,342,201 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,906 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $47,906 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,390,107 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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, 2015 AND 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE 220,160. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE 19,474. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE 220,160. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE 19,474. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $276,295 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $132,650 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $143,645 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $20,999 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $25,601 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $15,128 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $34,749 | OtherDirectExpensesEvent1Amt |
| Event2 | LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $131,341 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $21,015 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $110,326 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $25,861 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $65,144 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $50,866 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $50,866 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,678 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $458,502 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $153,665 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $304,837 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,999 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $51,462 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $20,128 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $122,571 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $220,160 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $84,677 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME CARE SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 SAXONY ROAD | AddressLine1Txt |
| City | ENCINITAS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 330352393 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $63,208 | CashGrantAmt |
| Purpose Of Grant | GENERAL PURPOSE | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | HERITAGE POINTE HAS CONTRACTED WITH A MANAGEMENT COMPANY TO MANAGE THE DAY-TO-DAY OPERATIONAL ACTIVITIES. THE MANAGEMENT COMPANY REPORTS DIRECTLY TO THE EXECUTIVE COMMITTEE AND IS REQUIRED TO PROVIDE VERBAL AND WRITTEN REPORTS TO THE FINANCE AND BOARD/EXECUTIVE COMMITTEES MONTHLY. THE MANAGEMENT COMPANY IS EXPERIENCED IN MANAGING SENIOR LIVING COMMUNITIES. |
| 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 FREQUENT 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 11 | 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 18 | FORMS 990 AND 1023 ARE PUBLICLY AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART VI, SECTION C, LINE 19 | 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 REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. |
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