JEWISH HOME FOR THE AGING OF ORANGE COUNTY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 33-0260314)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-04-02
IRS object ID: 201320929349300027
Schema version: 2011v1.5
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 I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-04-02T16:48:12-05:00	Timestamp
Tax Period End Date	2012-06-30	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	2011-07-01	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	2013-03-26	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	2013-03-26	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	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	BONNIE JEANNETTE	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	11126835	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	18	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	18	NbrIndependentVotingMembers
Total Nbr Employees	184	TotalNbrEmployees
Total Nbr Volunteers	81	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	433183	ContributionsGrantsPriorYear
Contributions Grants Current Year	441326	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	8365067	ProgramServiceRevenuePriorYear
Program Service Revenue CY	8619052	ProgramServiceRevenueCY
Investment Income Prior Year	35577	InvestmentIncomePriorYear
Investment Income Current Year	173571	InvestmentIncomeCurrentYear
Other Revenue Prior Year	4685	OtherRevenuePriorYear
Other Revenue Current Year	22598	OtherRevenueCurrentYear
Total Revenue Prior Year	8838512	TotalRevenuePriorYear
Total Revenue Current Year	9256547	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	300000	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	4424022	SalariesEtcPriorYear
Salaries Etc Current Year	4612441	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	353420	TotalFundrsngExpCurrentYear
Other Expense Prior Year	4265863	OtherExpensePriorYear
Other Expenses Current Year	4262082	OtherExpensesCurrentYear
Total Expenses Prior Year	8689885	TotalExpensesPriorYear
Total Expenses Current Year	9174523	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	148627	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	82024	RevenuesLessExpensesCY
Total Assets BOY	13793264	TotalAssetsBOY
Total Assets EOY	14160393	TotalAssetsEOY
Total Liabilities BOY	968328	TotalLiabilitiesBOY
Total Liabilities EOY	1298837	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	12824936	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	12861556	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	8036163	Expense
Revenue	8619052	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 $1,112,000 FOR THE YEAR ENDED JUNE 30, 2012, WHEN MEASURED AT THE ORGANIZATION'S ESTABLISHED RATES.	Description
Total Program Service Expense	8036163	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	1	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
Transaction Related Entity	0	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	45	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	184	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	18	NbrVotingGoverningBodyMembers
Number Independent Voting Members	18	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	0	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

Form990 Part VII Section A Form990PartVIISectionA (19 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
BONNIE JEANNETTE
CHAIR	1.00	X	X	0	0	0
DAVID SUSSON
VICE CHAIR	1.00	X	X	0	0	0
IRA VICTER
TREASURER	1.00	X	X	0	0	0
FRED FORSTER
SECRETARY	1.00	X	X	0	0	0
GARY KRAMER
TRUSTEE	1.00	X		0	0	0
WILLIAM KLEIN
TRUSTEE	1.00	X		0	0	0
RICHARD POLONSKY
TRUSTEE	1.00	X		0	0	0
SANDY BURSTEN
TRUSTEE	1.00	X		0	0	0
ROBERTA FEUERSTEIN
TRUSTEE	1.00	X		0	0	0
HARRIET LEHMAN
TRUSTEE	1.00	X		0	0	0
TONI MCDONALD
TRUSTEE	1.00	X		0	0	0
ROD STERN
TRUSTEE	1.00	X		0	0	0
NIRA ROSTON
TRUSTEE	1.00	X		0	0	0
DAVID SIMON
TRUSTEE	1.00	X		0	0	0
CINDY MIRSKY
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
JODI GREENBAUM
TRUSTEE	1.00	X		0	0	0
ELLEN WEISS
DIRECTOR OF PHILANTHROPY	40.00			120923	0	2830	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	120923	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	2830	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	462998	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
Fundraising Events	105202	FundraisingEvents
All Other Contributions	336124	AllOtherContributions
Total Contributions	441326	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ASSISTED LIVING	623000	5719772	5719772
INDEPENDENT LIVING	623990	2747050	2747050
FOOD, LAUNDRY, & OTHER	812900	147729	147729
BEAUTY SHOP	812900	4501	4501

Field	Value	IRS element (for citing)
Total Program Service Revenue	8619052	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	103056	TotalRevenueColumn
Exclusion	$103,056	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	1714449	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	1643934	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	70515	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	70515	TotalRevenueColumn
Exclusion	$70,515	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	217300	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	105202	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	200982	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	16318	TotalRevenueColumn
Exclusion	$16,318	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	31652	GrossSalesOfInventory
Cost Of Goods Sold	25372	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	6280	TotalRevenueColumn
Exclusion	$6,280	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	9256547	TotalRevenueColumn
Related Or Exempt Function Income	8619052	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$196,169	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	300000	Total
Program Services	300000	ProgramServices

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	3882901	Total
Program Services	3497351	ProgramServices
Management And General	203299	ManagementAndGeneral
Fundraising	182251	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	427364	Total
Program Services	411189	ProgramServices
Management And General	10360	ManagementAndGeneral
Fundraising	5815	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	302176	Total
Program Services	270425	ProgramServices
Management And General	9809	ManagementAndGeneral
Fundraising	21942	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	349660	Total
Management And General	349660	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	6658	Total
Program Services	6658	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	21451	Total
Management And General	21451	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	137111	Total
Program Services	137111	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	127314	Total
Management And General	127314	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	106533	Total
Program Services	53267	ProgramServices
Management And General	53266	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	369744	Total
Program Services	369744	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	2696	Total
Program Services	2696	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1188539	Total
Program Services	1174990	ProgramServices
Management And General	9033	ManagementAndGeneral
Fundraising	4516	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	428093	Total
Program Services	425956	ProgramServices
Management And General	748	ManagementAndGeneral
Fundraising	1389	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
FOOD	677786	677786	0
PROGRAM REPAIRS/SUPPLIE	413494	413494	0
FUNDRAISING EXPENSES	137507	0	137507
RESIDENT ACTIVITIES EXP	127676	127676	0

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	136632	Total
Program Services	136632	ProgramServices

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	9174523	Total
Program Services	8036163	ProgramServices
Management And General	784940	ManagementAndGeneral
Fundraising	353420	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1038000	BOY
EOY	1359371	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	80750	BOY
EOY	37250	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	70856	BOY
EOY	89241	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	222662	BOY
EOY	210130	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	21403211	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	13475795	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	8454418	BOY
EOY	7927416	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	3707002	BOY
EOY	4482122	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	219576	BOY
EOY	54863	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	13793264	BOY
EOY	14160393	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	837578	BOY
EOY	1195437	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	130750	BOY
EOY	103400	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	968328	BOY
EOY	1298837	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	12770871	BOY
EOY	12675714	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	54065	BOY
EOY	185842	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	12824936	BOY
EOY	12861556	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	13793264	BOY
EOY	14160393	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	82024	ReconcilationRevenueExpenses
Reconcilation Other Changes	-45404	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
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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	6919270	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	576246	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	741213	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	433183	CurrentTaxYearMinus1Year
Current Tax Year	441326	CurrentTaxYear
Total	9111238	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	6919270	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	576246	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	741213	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	433183	CurrentTaxYearMinus1Year
Current Tax Year	441326	CurrentTaxYear
Total	9111238	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	1043855	AmountsSubstContributorsTotal
Public Support Total170	8067383	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	92957	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	47829	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	63859	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	58854	CurrentTaxYearMinus1Year
Current Tax Year	103056	CurrentTaxYear
Total	366555	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	58424	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	18707	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	264	CurrentTaxYearMinus1Year
Current Tax Year	16318	CurrentTaxYear
Total	93713	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	69293	CurrentTaxYearMinus4Years
Total	69293	Total

Field	Value	IRS element (for citing)
Total Support	9640799	TotalSupport
Gross Receipts From Admissions Etc	39925811	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.83680	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.86050	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	54065	BeginningOfYearBalance
Contributions	132766	Contributions
Investment Earnings Or Losses	-989	InvestmentEarningsOrLosses
End Of Year Balance	185842	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Minus2 Years CurrentYearMinus2Years

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	17138674	OtherCostOrOtherBasis
Depreciation	12369432	Depreciation
Book Value	4769242	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1713459	OtherCostOrOtherBasis
Depreciation	1106363	Depreciation
Book Value	607096	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	7927416	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	MUTUAL FUNDS	Description
Book Value	4482122	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	4482122	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
REFUNDABLE DEPOSITS	$59,110
CAPITAL LEASE PAYABLE	$44,290

Field	Value	IRS element (for citing)
Total Of Amounts	103400	TotalOfAmounts
Total Revenue	9256547	TotalRevenue
Total Expenses	9174523	TotalExpenses
Excess Or Deficit For Year	82024	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-45404	NetUnrealizedGLOnInvestments
Total Adjustments	-45404	TotalAdjustments
Excess Or Deficit Per FS	36620	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	9416046	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-45404	NetUnrealizedGainsInvestments
Other Revenues	226354	OtherRevenues
Revenue Not Rptd F990	180950	RevenueNotRptdF990
Revenue Subtotal	9235096	RevenueSubtotal
Investment Expenses Not Included	21451	InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt	21451	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	9256547	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	9379426	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	226354	OtherExpensesIncluded
Expenses Not Rptd F990	226354	ExpensesNotRptdF990
Expenses Subtotal	9153072	ExpensesSubtotal
Investment Expenses Not Included2	21451	InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt	21451	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	9174523	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X:	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 XII, LINE 2D - OTHER ADJUSTMENTS:		SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE 200,982. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE 25,372.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:		SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE 200,982. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE 25,372.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GALA	NameOfEvent1
Gross Receipts Event1	201126	GrossReceiptsEvent1
Charitable Contributions Event1	86442	CharitableContributionsEvent1
Gross Revenue Event1	114684	GrossRevenueEvent1
Rent Facility Costs Event1	11000	RentFacilityCostsEvent1
Food And Beverage Event1	53748	FoodAndBeverageEvent1
Entertainment Event1	7520	EntertainmentEvent1
Other Direct Expenses Event1	31109	OtherDirectExpensesEvent1
Name Of Event2	LUNCHEON	NameOfEvent2
Gross Receipts Event2	121376	GrossReceiptsEvent2
Charitable Contributions Event2	18760	CharitableContributionsEvent2
Gross Revenue Event2	102616	GrossRevenueEvent2
Rent Facility Costs Event2	6500	RentFacilityCostsEvent2
Food And Beverage Event2	22681	FoodAndBeverageEvent2
Other Direct Expenses Event2	68424	OtherDirectExpensesEvent2
Gross Receipts Total	322502	GrossReceiptsTotal
Charitable Contributions Total	105202	CharitableContributionsTotal
Gross Revenue Total Events	217300	GrossRevenueTotalEvents
Rent Facility Costs Total Events	17500	RentFacilityCostsTotalEvents
Food And Beverage Total Events	76429	FoodAndBeverageTotalEvents
Entertainment Total Events	7520	EntertainmentTotalEvents
Other Direct Expenses Total Events	99533	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	200982	DirectExpenseSummaryEvents
Net Income Summary	16318	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	0	RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JEWISH HOME CARE SERVICES INC	BusinessNameLine1

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)
EIN Of Recipient	330352393	EINOfRecipient
IRC Section	501(C)(3)	IRCSection
Amount Of Cash Grant	300000	AmountOfCashGrant
Purpose Of Grant	GENERAL	PurposeOfGrant

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	1	TotalNbrOf501C3AndGovtGrants

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

Return ReferenceReturnReference	ExplanationExplanation	IdentifierIdentifier
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.
FORM 990, PART XI, LINE 5:	NET UNREALIZED LOSSES ON INVESTMENTS: -45,404.	CHANGES IN NET ASSETS OR FUND BALANCES:
PART XII, LINE 2C	THERE HAVE NOT BEEN ANY CHANGES FROM THE PREVIOUS YEAR.