JEWISH HOME FOR THE AGING OF ORANGE COUNTY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 33-0260314)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201240619349302774
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-03-01T16:21:08-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | 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 | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELSA A ROMERO | Name |
| Phone | 7607461560 | Phone |
| Date Prepared | 2012-03-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 10995915 | 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 | 169 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 741213 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 433183 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7963021 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8365067 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 40213 | InvestmentIncomePriorYear |
| Investment Income Current Year | 35577 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25197 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4685 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8769644 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8838512 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | 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 | 4219268 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4424022 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 443650 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4114164 | OtherExpensePriorYear |
| Other Expenses Current Year | 4265863 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8333432 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8689885 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 436212 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 148627 | RevenuesLessExpensesCY |
| Total Assets BOY | 13224633 | TotalAssetsBOY |
| Total Assets EOY | 13793264 | TotalAssetsEOY |
| Total Liabilities BOY | 869215 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 968328 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12355418 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12824936 | 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 | 7617456 | Expense |
| Revenue | 8365067 | 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 $912,000 FOR THE YEAR ENDED JUNE 30, 2011, WHEN MEASURED AT THE ORGANIZATION'S ESTABLISHED RATES. | Description |
| Total Program Service Expense | 7617456 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | 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 |
| 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 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 169 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
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 DEVELOPMENT | 40.00 | 107385 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 107385 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | 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 | 458248 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 142227 | FundraisingEvents |
| All Other Contributions | 290956 | AllOtherContributions |
| Total Contributions | 433183 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ASSISTED LIVING | 623000 | 4387461 | 4387461 |
| INDEPENDENT LIVING | 623990 | 3859966 | 3859966 |
| FOOD, LAUNDRY, & OTHER | 812900 | 113469 | 113469 |
| BEAUTY SHOP | 812900 | 4171 | 4171 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8365067 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58854 | TotalRevenueColumn |
| Exclusion | $58,854 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1780789 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1804066 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -23277 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -23277 | TotalRevenueColumn |
| Exclusion | -$23,277 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 327267 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 142227 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 327003 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 264 | TotalRevenueColumn |
| Exclusion | $264 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 30755 | GrossSalesOfInventory |
| Cost Of Goods Sold | 26334 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4421 | TotalRevenueColumn |
| Exclusion | $4,421 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8838512 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8365067 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $40,262 | ExclusionAmount |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3686244 | Total |
| Program Services | 3316255 | ProgramServices |
| Management And General | 123496 | ManagementAndGeneral |
| Fundraising | 246493 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79141 | Total |
| Program Services | 66584 | ProgramServices |
| Management And General | 3967 | ManagementAndGeneral |
| Fundraising | 8590 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352780 | Total |
| Program Services | 329760 | ProgramServices |
| Management And General | 10828 | ManagementAndGeneral |
| Fundraising | 12192 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 305857 | Total |
| Program Services | 274677 | ProgramServices |
| Management And General | 9907 | ManagementAndGeneral |
| Fundraising | 21273 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -652 | Total |
| Program Services | -652 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29700 | Total |
| Program Services | 29700 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 613739 | Total |
| Program Services | 280671 | ProgramServices |
| Management And General | 333068 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130010 | Total |
| Management And General | 130010 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66142 | Total |
| Program Services | 50373 | ProgramServices |
| Management And General | 7842 | ManagementAndGeneral |
| Fundraising | 7927 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24428 | Total |
| Program Services | 24428 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6040 | Total |
| Program Services | 2741 | ProgramServices |
| Management And General | 79 | ManagementAndGeneral |
| Fundraising | 3220 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4874 | Total |
| Program Services | 4874 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1164849 | Total |
| Program Services | 1151570 | ProgramServices |
| Management And General | 8853 | ManagementAndGeneral |
| Fundraising | 4426 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447794 | Total |
| Program Services | 445723 | ProgramServices |
| Management And General | 729 | ManagementAndGeneral |
| Fundraising | 1342 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| PROGRAM REPAIRS/SUPPLIE | 661708 | 661708 | |
| FOOD | 644826 | 644826 | |
| UTILITIES | 302221 | 302221 | |
| FUNDRAISING EXPENSES | 138187 | 138187 | |
| HEALTHCARE/DIETARY EQUI | 31997 | 31997 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8689885 | Total |
| Program Services | 7617456 | ProgramServices |
| Management And General | 628779 | ManagementAndGeneral |
| Fundraising | 443650 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1211357 | BOY |
| EOY | 1038000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441688 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154526 | BOY |
| EOY | 80750 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54229 | BOY |
| EOY | 70856 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190922 | BOY |
| EOY | 222662 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20741674 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12287256 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8966444 | BOY |
| EOY | 8454418 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1955756 | BOY |
| EOY | 3707002 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249711 | BOY |
| EOY | 219576 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13224633 | BOY |
| EOY | 13793264 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 726002 | BOY |
| EOY | 837578 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143213 | BOY |
| EOY | 130750 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 869215 | BOY |
| EOY | 968328 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12310105 | BOY |
| EOY | 12770871 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45313 | BOY |
| EOY | 54065 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12355418 | BOY |
| EOY | 12824936 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13224633 | BOY |
| EOY | 13793264 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 148627 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 320891 | 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 | 1469105 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6919270 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 576246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 741213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 433183 | CurrentTaxYear |
| Total | 10139017 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1469105 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6919270 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 576246 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 741213 | CurrentTaxYearMinus1Year |
| Current Tax Year | 433183 | CurrentTaxYear |
| Total | 10139017 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 983933 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9155084 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19564 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92957 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47829 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63859 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58854 | CurrentTaxYear |
| Total | 283063 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 58424 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18707 | CurrentTaxYearMinus1Year |
| Current Tax Year | 264 | CurrentTaxYear |
| Total | 82815 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 65306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69293 | CurrentTaxYearMinus3Years |
| Total | 134599 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 10639494 | TotalSupport |
| Gross Receipts From Admissions Etc | 37602964 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87630 | 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 | 45313 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 8752 | InvestmentEarningsOrLosses |
| End Of Year Balance | 54065 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 | 1 | 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 | 16628811 | OtherCostOrOtherBasis |
| Depreciation | 11345010 | Depreciation |
| Book Value | 5283801 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1561785 | OtherCostOrOtherBasis |
| Depreciation | 942246 | Depreciation |
| Book Value | 619539 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8454418 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Book Value | 3707002 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3707002 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE DEPOSITS | $59,530 |
| CAPITAL LEASE PAYABLE | $71,220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 130750 | TotalOfAmounts |
| Total Revenue | 8838512 | TotalRevenue |
| Total Expenses | 8689885 | TotalExpenses |
| Excess Or Deficit For Year | 148627 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 320891 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 320891 | TotalAdjustments |
| Excess Or Deficit Per FS | 469518 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9512740 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 320891 | NetUnrealizedGainsInvestments |
| Other Revenues | 353337 | OtherRevenues |
| Revenue Not Rptd F990 | 674228 | RevenueNotRptdF990 |
| Revenue Subtotal | 8838512 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8838512 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9043222 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 353337 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 353337 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8689885 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8689885 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE 327,003. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE 26,334. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE 327,003. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE 26,334. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 203108 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 90585 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 112523 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 14500 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 12648 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 37944 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 11000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 20989 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 109158 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 20260 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 88898 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 7123 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 21370 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 12600 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 49820 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 157228 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 31382 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 125846 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 4322 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 845 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 133842 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 469494 | GrossReceiptsTotal |
| Charitable Contributions Total | 142227 | CharitableContributionsTotal |
| Gross Revenue Total Events | 327267 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 14500 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 24093 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 60159 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 23600 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 204651 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 327003 | DirectExpenseSummaryEvents |
| Net Income Summary | 264 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| THE RECORDING SECRETARY WILL ALERT THE BOARD CHAIR TO INQUIRE IF A CONFLICT APPEARS TO EXIST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| 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 B, LINE 15 | |
| 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 18 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 320,891. | FORM 990, PART XI, LINE 5: |
| NO CHANGE FROM PRIOR YEAR. | FORM 990, PART XI, LINE 2C |
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