JEWISH HOME FOR THE AGING OF ORANGE COUNTY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 33-0260314)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-02-11
IRS object ID: 201410429349301936
Schema version: 2012v2.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-02-11T17:19:09-06:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	930623286	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	AKT LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	312 S JUNIPER STREET SUITE 100	AddressLine1
City	ESCONDIDO	City
State	CA	State
ZIP Code	92025	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	330260314	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JEWISH HOME FOR THE AGING OF ORANGE COUNTY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JEWI	NameControl
Phone	9493649685	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27356 BELLOGENTE	AddressLine1
City	MISSION VIEJO	City
State	CA	State
ZIP Code	92691	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BRADLEY BLOSE	Name
Title	VP FINANCE	Title
Phone	9493649685	Phone
Date Signed	2014-02-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ELSA A ROMERO	Name
PTIN	P00485021	PTIN
Phone	7607461560	Phone
Date Prepared	2014-02-06	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	HERITAGE POINTE	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	CINDY MIRSKY	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	27356 BELLOGENTE	AddressLine1
City	MISSION VIEJO	City
State	CA	State
ZIP Code	92691	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	9822162	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.HERITAGEPOINTE.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1986	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	16	NbrIndependentVotingMembers
Total Nbr Employees	195	TotalNbrEmployees
Total Nbr Volunteers	81	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	441326	ContributionsGrantsPriorYear
Contributions Grants Current Year	531375	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	8619052	ProgramServiceRevenuePriorYear
Program Service Revenue CY	8737962	ProgramServiceRevenueCY
Investment Income Prior Year	173571	InvestmentIncomePriorYear
Investment Income Current Year	230536	InvestmentIncomeCurrentYear
Other Revenue Prior Year	22598	OtherRevenuePriorYear
Other Revenue Current Year	37845	OtherRevenueCurrentYear
Total Revenue Prior Year	9256547	TotalRevenuePriorYear
Total Revenue Current Year	9537718	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	300000	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	4612441	SalariesEtcPriorYear
Salaries Etc Current Year	4844135	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	332853	TotalFundrsngExpCurrentYear
Other Expense Prior Year	4262082	OtherExpensePriorYear
Other Expenses Current Year	4403646	OtherExpensesCurrentYear
Total Expenses Prior Year	9174523	TotalExpensesPriorYear
Total Expenses Current Year	9247781	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	82024	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	289937	RevenuesLessExpensesCY
Total Assets BOY	14160393	TotalAssetsBOY
Total Assets EOY	14602386	TotalAssetsEOY
Total Liabilities BOY	1298837	TotalLiabilitiesBOY
Total Liabilities EOY	1131803	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	12861556	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	13470583	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	8137697	Expense
Revenue	8737962	Revenue
Description	TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. THE ORGANIZATION HAS A POLICY OF PROVIDING CHARITABLE CARE TO CERTAIN RESIDENTS IN SPECIAL CIRCUMSTANCES. THESE SERVICES, WHICH ARE EXCLUDED FROM REVENUES, AMOUNTED TO $1,076,535 FOR THE YEAR ENDED JUNE 30, 2013, WHEN MEASURED AT THE ORGANIZATION'S DIRECT AND INDIRECT OPERATING COSTS.	Description
Total Program Service Expense	8137697	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	42	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	195	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	16	NbrVotingGoverningBodyMembers
Number Independent Voting Members	16	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	1	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	1	LocalChapters
Policies Reference Chapters	0	PoliciesReferenceChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	BRADLEY BLOSE	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	7606320081	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	211 SAXONY ROAD	AddressLine1
City	ENCINITAS	City
State	CA	State
ZIP Code	92024	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee
CINDY MIRSKY
CHAIR	1.00	X	X	0	0	0
DAVID SUSSON
TREASURER	1.00	X	X	0	0	0
IRA VICTER
SECRETARY	1.00	X	X	0	0	0
GARY KRAMER
TRUSTEE	1.00	X		0	0	0
JANE FISCHEL
TRUSTEE	1.00	X		0	0	0
RICHARD POLONSKY
TRUSTEE	1.00	X		0	0	0
JON KLINE
TRUSTEE	1.00	X		0	0	0
ROBERTA FEUERSTEIN
TRUSTEE	1.00	X		0	0	0
BETH SLAVIN
TRUSTEE	1.00	X		0	0	0
ROD STERN
TRUSTEE	1.00	X		0	0	0
TONI MCDONALD
TRUSTEE	1.00	X		0	0	0
DAVID SIMON
TRUSTEE	1.00	X		0	0	0
JODI GREENBAUM
TRUSTEE	1.00	X		0	0	0
CHELA TALEISNIK
TRUSTEE	1.00	X		0	0	0
DAVID ZARNOW
TRUSTEE	1.00	X		0	0	0
CHARLENE ZUCKERMAN
TREASURER	1.00	X		0	0	0
ELLEN WEISS
DIRECTOR OF PHILANTHROPY	40.00			129931	0	3818	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	129931	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	3818	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	GENERATIONS MANAGEMENT GROUP LLC	BusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	211 SAXONY ROAD	AddressLine1
City	ENCINITAS	City
State	CA	State
ZIP Code	92024	ZIPCode

Field	Value	IRS element (for citing)
Description Of Services	MANAGEMENT SERVICES	DescriptionOfServices
Compensation	433491	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
Fundraising Events	112942	FundraisingEvents
All Other Contributions	418433	AllOtherContributions
Total Contributions	531375	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ASSISTED LIVING	623000	5145141	5145141
INDEPENDENT LIVING	623990	3381948	3381948
FOOD, LAUNDRY & OTHER	812900	210873	210873

Field	Value	IRS element (for citing)
Total Program Service Revenue	8737962	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	149846	TotalRevenueColumn
Exclusion	$149,846	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	159612	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	78922	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	80690	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	80690	TotalRevenueColumn
Exclusion	$80,690	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	213773	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	112942	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	181012	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	32761	TotalRevenueColumn
Exclusion	$32,761	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	29594	GrossSalesOfInventory
Cost Of Goods Sold	24510	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	5084	TotalRevenueColumn
Exclusion	$5,084	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	9537718	TotalRevenueColumn
Related Or Exempt Function Income	8737962	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$268,381	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	4013677	Total
Program Services	3640871	ProgramServices
Management And General	201283	ManagementAndGeneral
Fundraising	171523	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	474441	Total
Program Services	455253	ProgramServices
Management And General	11067	ManagementAndGeneral
Fundraising	8121	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	356017	Total
Program Services	319049	ProgramServices
Management And General	12054	ManagementAndGeneral
Fundraising	24914	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	331035	Total
Management And General	331035	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	8139	Total
Program Services	8139	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	31188	Total
Program Services	31188	ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	31578	Total
Management And General	31578	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	103309	Total
Program Services	103309	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	124289	Total
Management And General	124289	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	111677	Total
Program Services	55839	ProgramServices
Management And General	55838	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	407543	Total
Program Services	407543	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	1489	Total
Program Services	1489	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1187599	Total
Program Services	1174060	ProgramServices
Management And General	9026	ManagementAndGeneral
Fundraising	4513	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	510294	Total
Program Services	507202	ProgramServices
Management And General	1061	ManagementAndGeneral
Fundraising	2031	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
FOOD	682224	682224	0
PROGRAM REPAIRS/SUPPLIE	478587	478587	0
RESIDENT ACTIVITIES EXP	127960	127960	0
FUNDRAISING EXPENSES	121751	0	121751

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	144984	Total
Program Services	144984	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	9247781	Total
Program Services	8137697	ProgramServices
Management And General	777231	ManagementAndGeneral
Fundraising	332853	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1359371	BOY
EOY	710945	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	37250	BOY
EOY	30000	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	89241	BOY
EOY	75926	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	210130	BOY
EOY	204414	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	22063970	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	14663393	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	7927416	BOY
EOY	7400577	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	4482122	BOY
EOY	6037445	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	54863	BOY
EOY	143079	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	14160393	BOY
EOY	14602386	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1195437	BOY
EOY	1054493	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	103400	BOY
EOY	77310	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1298837	BOY
EOY	1131803	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	12675714	BOY
EOY	12972953	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	185842	BOY
EOY	497630	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	12861556	BOY
EOY	13470583	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14160393	BOY
EOY	14602386	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	289937	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	319090	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Info In Schedule O Part XII	X	InfoInScheduleOPartXII
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	576246	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	408713	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	433183	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	441326	CurrentTaxYearMinus1Year
Current Tax Year	531375	CurrentTaxYear
Total	2390843	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	576246	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	408713	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	433183	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	441326	CurrentTaxYearMinus1Year
Current Tax Year	531375	CurrentTaxYear
Total	2390843	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	100106	AmountsSubstContributorsTotal
Public Support Total170	2290737	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	47829	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	63859	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	58854	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	103056	CurrentTaxYearMinus1Year
Current Tax Year	149846	CurrentTaxYear
Total	423444	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	58424	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18707	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	264	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	16318	CurrentTaxYearMinus1Year
Current Tax Year	32761	CurrentTaxYear
Total	126474	Total

Field	Value	IRS element (for citing)
Total Support	2940761	TotalSupport
Gross Receipts From Admissions Etc	41813292	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.77900	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.83680	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	185842	BeginningOfYearBalance
Contributions	283455	Contributions
Investment Earnings Or Losses	28333	InvestmentEarningsOrLosses
End Of Year Balance	497630	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	54065	BeginningOfYearBalance
Contributions	132766	Contributions
Investment Earnings Or Losses	-989	InvestmentEarningsOrLosses
End Of Year Balance	185842	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	45313	BeginningOfYearBalance
Investment Earnings Or Losses	8752	InvestmentEarningsOrLosses
End Of Year Balance	54065	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Contributions	43178	Contributions
Investment Earnings Or Losses	2135	InvestmentEarningsOrLosses
End Of Year Balance	45313	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	1.00000	PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2551078	OtherCostOrOtherBasis
Book Value	2551078	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	17453963	OtherCostOrOtherBasis
Depreciation	13375112	Depreciation
Book Value	4078851	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2058929	OtherCostOrOtherBasis
Depreciation	1288281	Depreciation
Book Value	770648	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	7400577	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	MUTUAL FUNDS	Description
Book Value	6037445	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	6037445	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
REFUNDABLE DEPOSITS	$66,580
CAPITAL LEASE PAYABLE	$10,730

Field	Value	IRS element (for citing)
Total Of Amounts	77310	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	10030752	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	319090	NetUnrealizedGainsInvestments
Other Revenues	205522	OtherRevenues
Revenue Not Rptd F990	524612	RevenueNotRptdF990
Revenue Subtotal	9506140	RevenueSubtotal
Investment Expenses Not Included	31578	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	31578	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	9537718	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	9421725	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	205522	OtherExpensesIncluded
Expenses Not Rptd F990	205522	ExpensesNotRptdF990
Expenses Subtotal	9216203	ExpensesSubtotal
Investment Expenses Not Included2	31578	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	31578	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	9247781	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	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.
PART XI, LINE 2D - OTHER ADJUSTMENTS:		SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE 181,012. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE 24,510.
PART XII, LINE 2D - OTHER ADJUSTMENTS:		SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE 181,012. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE 24,510.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GALA	NameOfEvent1
Gross Receipts Event1	224692	GrossReceiptsEvent1
Charitable Contributions Event1	96618	CharitableContributionsEvent1
Gross Revenue Event1	128074	GrossRevenueEvent1
Food And Beverage Event1	43211	FoodAndBeverageEvent1
Entertainment Event1	15768	EntertainmentEvent1
Other Direct Expenses Event1	31246	OtherDirectExpensesEvent1
Name Of Event2	LUNCHEON	NameOfEvent2
Gross Receipts Event2	102023	GrossReceiptsEvent2
Charitable Contributions Event2	16324	CharitableContributionsEvent2
Gross Revenue Event2	85699	GrossRevenueEvent2
Rent Facility Costs Event2	6000	RentFacilityCostsEvent2
Food And Beverage Event2	29587	FoodAndBeverageEvent2
Other Direct Expenses Event2	55200	OtherDirectExpensesEvent2
Gross Receipts Total	326715	GrossReceiptsTotal
Charitable Contributions Total	112942	CharitableContributionsTotal
Gross Revenue Total Events	213773	GrossRevenueTotalEvents
Rent Facility Costs Total Events	6000	RentFacilityCostsTotalEvents
Food And Beverage Total Events	72798	FoodAndBeverageTotalEvents
Entertainment Total Events	15768	EntertainmentTotalEvents
Other Direct Expenses Total Events	86446	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	181012	DirectExpenseSummaryEvents
Net Income Summary	32761	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReference	ExplanationExplanation
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.
PART XII, LINE 2C	THERE HAVE NOT BEEN ANY CHANGES FROM THE PREVIOUS YEAR.