JEWISH HOME FOR THE AGING OF ORANGE COUNTY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: JEWISH HOME FOR THE AGING OF ORANGE COUNTY (EIN 33-0260314)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-04
IRS object ID: 201121249349300037
Schema version: 2009v1.7
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	2011-05-04T16:20:34-05:00	Timestamp
Tax Period End Date	2010-06-30	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	2009-07-01	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	2011-04-26	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Elsa A Romero	Name
Phone	7607461560	Phone
Date Prepared	2011-04-26	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2009	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	9066156	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
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 CARE, ASSISTED LIVING, AND MEMORY CARE SERVICES FOR ELDERLY PERSONS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	17	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	17	NbrIndependentVotingMembers
Total Nbr Employees	158	TotalNbrEmployees
Total Nbr Volunteers	75	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	576246	ContributionsGrantsPriorYear
Contributions Grants Current Year	741213	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	7974078	ProgramServiceRevenuePriorYear
Program Service Revenue CY	7963021	ProgramServiceRevenueCY
Investment Income Prior Year	-201885	InvestmentIncomePriorYear
Investment Income Current Year	40213	InvestmentIncomeCurrentYear
Other Revenue Prior Year	62365	OtherRevenuePriorYear
Other Revenue Current Year	25197	OtherRevenueCurrentYear
Total Revenue Prior Year	8410804	TotalRevenuePriorYear
Total Revenue Current Year	8769644	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	4304759	SalariesEtcPriorYear
Salaries Etc Current Year	4219268	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	2308	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	430283	TotalFundrsngExpCurrentYear
Other Expense Prior Year	4135072	OtherExpensePriorYear
Other Expenses Current Year	4114164	OtherExpensesCurrentYear
Total Expenses Prior Year	8442139	TotalExpensesPriorYear
Total Expenses Current Year	8333432	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-31335	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	436212	RevenuesLessExpensesCY
Total Assets BOY	12732514	TotalAssetsBOY
Total Assets EOY	13224633	TotalAssetsEOY
Total Liabilities BOY	983367	TotalLiabilitiesBOY
Total Liabilities EOY	869215	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	11749147	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	12355418	NetAssetsOrFundBalancesEOY
Mission Description	TO PROVIDE CONGREGATE CARE, ASSISTED LIVING, AND MEMORY CARE SERVICES FOR ELDERLY PERSONS.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	7283916	Expense
Revenue	7963021	Revenue
Description	TO PROVIDE CONGREGATE CARE, ASSISTED LIVING CARE AND MEMORY CARE SERVICES FOR ELDERLY PEOPLE. THE FACILITY CONSISTS OF 188 DWELLING UNITS.The organization has a policy of providing charity care to certain residents in special circumstances. These services, which are excluded from revenues, amounted to approximately $837,000 for the year ended June 30, 2010, when measured at the organization's established rates.	Description
Total Program Service Expense	7283916	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
Balance Sheet Amounts Reported	1	BalanceSheetAmountsReported
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	9	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	158	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
Nbr Voting Governing Body Members	17	NbrVotingGoverningBodyMembers
Number Independent Voting Members	17	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 (17 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
Bonnie Jeannette
Chair	1.00	X	X	0	0	0
Lawrence Rael
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
Meryl Schrimmer
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
Lara Mosqueda
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
David Susson
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

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	0	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	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	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	511657	Compensation

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	1	NumberOfContractorsGT100K
Fundraising Events	75890	FundraisingEvents
All Other Contributions	665323	AllOtherContributions
Total Contributions	741213	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ASSISTED LIVING	623000	4216194	4216194
INDEPENDENT LIVING	623990	3606943	3606943
FOOD, LAUNDRY, & OTHER	812900	134924	134924
BEAUTY SHOP	812900	4960	4960

Field	Value	IRS element (for citing)
Total Program Service Revenue	7963021	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	63859	TotalRevenueColumn
Exclusion	$63,859	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	105723	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	129369	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	-23646	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	-23646	TotalRevenueColumn
Exclusion	-$23,646	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	162012	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	75890	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	143305	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	18707	TotalRevenueColumn
Exclusion	$18,707	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	30328	GrossSalesOfInventory
Cost Of Goods Sold	23838	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	6490	TotalRevenueColumn
Exclusion	$6,490	ExclusionAmount

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	8769644	TotalRevenueColumn
Related Or Exempt Function Income	7963021	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$65,410	ExclusionAmount

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	3531346	Total
Program Services	3131604	ProgramServices
Management And General	128886	ManagementAndGeneral
Fundraising	270856	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	82355	Total
Program Services	70326	ProgramServices
Management And General	3862	ManagementAndGeneral
Fundraising	8167	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	314798	Total
Program Services	299545	ProgramServices
Management And General	10695	ManagementAndGeneral
Fundraising	4558	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	290769	Total
Program Services	258779	ProgramServices
Management And General	9708	ManagementAndGeneral
Fundraising	22282	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	13148	Total
Program Services	13148	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	592676	Total
Program Services	280264	ProgramServices
Management And General	312412	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	135333	Total
Management And General	135333	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	77295	Total
Program Services	59629	ProgramServices
Management And General	6707	ManagementAndGeneral
Fundraising	10959	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	29768	Total
Program Services	29768	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	6984	Total
Program Services	2739	ProgramServices
Management And General	65	ManagementAndGeneral
Fundraising	4180	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	5327	Total
Program Services	5327	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1125502	Total
Program Services	1105975	ProgramServices
Management And General	10973	ManagementAndGeneral
Fundraising	8554	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	397661	Total
Program Services	395581	ProgramServices
Management And General	592	ManagementAndGeneral
Fundraising	1488	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	FundraisingFundraising
program repairs/supplie	653556	653556	0
food	596072	596072	0
utilities	308126	308126	0
FUNDRAISING EXPENSES	99239	0	99239
healthcare/dietary equi	43777	43777	0

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	8333432	Total
Program Services	7283916	ProgramServices
Management And General	619233	ManagementAndGeneral
Fundraising	430283	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1104969	BOY
EOY	1211357	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	397494	BOY
EOY	441688	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	232611	BOY
EOY	154526	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	54906	BOY
EOY	54229	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	153041	BOY
EOY	190922	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	20088851	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	11122407	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	9319283	BOY
EOY	8966444	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	1359791	BOY
EOY	1955756	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	110419	BOY
EOY	249711	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	12732514	BOY
EOY	13224633	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	785963	BOY
EOY	726002	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	197404	BOY
EOY	143213	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	983367	BOY
EOY	869215	EOY

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

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	11715156	BOY
EOY	12310105	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	33991	BOY
EOY	0	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	45313	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	11749147	BOY
EOY	12355418	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	12732514	BOY
EOY	13224633	EOY

Field	Value	IRS element (for citing)
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	1650172	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1469105	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6919270	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	576246	CurrentTaxYearMinus1Year
Current Tax Year	741213	CurrentTaxYear
Total	11356006	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1650172	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1469105	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	6919270	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	576246	CurrentTaxYearMinus1Year
Current Tax Year	741213	CurrentTaxYear
Total	11356006	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	906893	AmountsSubstContributorsTotal
Public Support Total170	10449113	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	66501	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	19564	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	92957	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	47829	CurrentTaxYearMinus1Year
Current Tax Year	63859	CurrentTaxYear
Total	290710	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	5420	CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year	58424	CurrentTaxYearMinus1Year
Current Tax Year	18707	CurrentTaxYear
Total	82551	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	59642	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	65306	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	69293	CurrentTaxYearMinus2Years
Total	194241	Total

Field	Value	IRS element (for citing)
Total Support	11923508	TotalSupport
Gross Receipts From Admissions Etc	35396390	GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage170	0.87630	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.81460	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	0	BeginningOfYearBalance
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	16166406	OtherCostOrOtherBasis
Depreciation	10344932	Depreciation
Book Value	5821474	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1371367	OtherCostOrOtherBasis
Depreciation	777475	Depreciation
Book Value	593892	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	8966444	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
MUTUAL FUNDS	1320676	F
POOLED FUNDS	635080	F

Field	Value	IRS element (for citing)
Total Of Book Value Securities	1955756	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
REFUNDABLE DEPOSITS	$41,530
CAPITAL LEASE PAYABLE	$101,683

Field	Value	IRS element (for citing)
Total Of Amounts	143213	TotalOfAmounts
Total Revenue	8769644	TotalRevenue
Total Expenses	8333432	TotalExpenses
Excess Or Deficit For Year	436212	ExcessOrDeficitForYear
Net Unrealized GL On Investments	170059	NetUnrealizedGLOnInvestments
Total Adjustments	170059	TotalAdjustments
Excess Or Deficit Per FS	606271	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	9106846	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	170059	NetUnrealizedGainsInvestments
Other Revenues	167143	OtherRevenues
Revenue Not Rptd F990	337202	RevenueNotRptdF990
Revenue Subtotal	8769644	RevenueSubtotal
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	8769644	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	8500575	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	167143	OtherExpensesIncluded
Expenses Not Rptd F990	167143	ExpensesNotRptdF990
Expenses Subtotal	8333432	ExpensesSubtotal
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	8333432	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: 143305. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE: 23838.
Part XIII, Line 2d - Other Adjustments:	SPECIAL EVENT EXPENSE REPORTED NET W/RELATED REVENUE: 143305. GIFT SHOP EXPENSE REPORTED NET W/RELATED REVENUE: 23838.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GALA	NameOfEvent1
Gross Receipts Event1	137710	GrossReceiptsEvent1
Charitable Contributions Event1	57840	CharitableContributionsEvent1
Gross Revenue Event1	79870	GrossRevenueEvent1
Non Cash Prizes Event1	16500	NonCashPrizesEvent1
Food And Beverage Event1	30805	FoodAndBeverageEvent1
Entertainment Event1	4500	EntertainmentEvent1
Name Of Event2	LUCHEON	NameOfEvent2
Gross Receipts Event2	100192	GrossReceiptsEvent2
Charitable Contributions Event2	18050	CharitableContributionsEvent2
Gross Revenue Event2	82142	GrossRevenueEvent2
Food And Beverage Event2	86500	FoodAndBeverageEvent2
Entertainment Event2	5000	EntertainmentEvent2
Gross Receipts Total	237902	GrossReceiptsTotal
Charitable Contributions Total	75890	CharitableContributionsTotal
Gross Revenue Total Events	162012	GrossRevenueTotalEvents
Non Cash Prizes Total Events	16500	NonCashPrizesTotalEvents
Food And Beverage Total Events	117305	FoodAndBeverageTotalEvents
Entertainment Total Events	9500	EntertainmentTotalEvents
Direct Expense Summary Events	143305	DirectExpenseSummaryEvents
Net Income Summary	18707	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	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 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 2C	NO CHANGE FROM PRIOR YEAR.