2011-05-04T16:20:34-05:00 2010-06-30 AKT LLP 312 S Juniper Street Suite 100 Escondido CA 92025 990 2009-07-01 330260314 Jewish Home For The Aging of Orange County JEWI 9493649685 27356 Bellogente Mission Viejo CA 92691 BRADLEY BLOSE 9493649685 2011-04-26 1 Elsa A Romero 7607461560 2011-04-26 2009 2016-02-24 21:20:13Z HERITAGE POINTE Bonnie Jeannette 27356 Bellogente Mission Viejo CA 92691 9066156 0 X www.heritagepointe.org X 1986 CA TO PROVIDE CONGREGATE CARE, ASSISTED LIVING, AND MEMORY CARE SERVICES FOR ELDERLY PERSONS. 17 17 158 75 0 0 576246 741213 7974078 7963021 -201885 40213 62365 25197 8410804 8769644 0 0 4304759 4219268 2308 0 430283 4135072 4114164 8442139 8333432 -31335 436212 12732514 13224633 983367 869215 11749147 12355418 TO PROVIDE CONGREGATE CARE, ASSISTED LIVING, AND MEMORY CARE SERVICES FOR ELDERLY PERSONS. 0 0 7283916 7963021 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. 7283916 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 158 1 0 0 0 0 0 1 1 0 17 17 0 1 0 0 0 0 0 1 1 0 1 0 0 1 1 1 1 1 1 1 0 CA X BRADLEY BLOSE 7606320081 211 SAXONY ROAD Encinitas CA 92024 X Bonnie Jeannette 1.00 X X 0 0 0 Lawrence Rael 1.00 X X 0 0 0 Ira Victer 1.00 X X 0 0 0 Fred Forster 1.00 X X 0 0 0 Gary Kramer 1.00 X 0 0 0 William Klein 1.00 X 0 0 0 Meryl Schrimmer 1.00 X 0 0 0 Sandy Bursten 1.00 X 0 0 0 Roberta Feuerstein 1.00 X 0 0 0 Harriet Lehman 1.00 X 0 0 0 Toni McDonald 1.00 X 0 0 0 Lara Mosqueda 1.00 X 0 0 0 Nira Roston 1.00 X 0 0 0 David Simon 1.00 X 0 0 0 David Susson 1.00 X 0 0 0 Chela Taleisnik 1.00 X 0 0 0 David Zarnow 1.00 X 0 0 0 0 0 0 0 0 0 0 GENERATIONS MANagement GROUP 211 SAXONY ROAD ENCINITAS CA 92024 management SERVICES 511657 1 75890 665323 741213 ASSISTED LIVING 623000 4216194 4216194 INDEPENDENT LIVING 623990 3606943 3606943 FOOD, LAUNDRY, & OTHER 812900 134924 134924 BEAUTY SHOP 812900 4960 4960 7963021 63859 63859 105723 129369 -23646 -23646 -23646 162012 75890 143305 18707 18707 30328 23838 6490 6490 8769644 7963021 0 65410 3531346 3131604 128886 270856 82355 70326 3862 8167 314798 299545 10695 4558 290769 258779 9708 22282 13148 13148 29700 29700 592676 280264 312412 135333 135333 77295 59629 6707 10959 29768 29768 6984 2739 65 4180 5327 5327 1125502 1105975 10973 8554 397661 395581 592 1488 program repairs/supplie 653556 653556 0 0 food 596072 596072 0 0 utilities 308126 308126 0 0 FUNDRAISING EXPENSES 99239 0 0 99239 healthcare/dietary equi 43777 43777 0 0 8333432 7283916 619233 430283 1104969 1211357 397494 441688 232611 154526 54906 54229 153041 190922 20088851 11122407 9319283 8966444 1359791 1955756 110419 249711 12732514 13224633 785963 726002 197404 143213 983367 869215 X 11715156 12310105 33991 0 0 45313 11749147 12355418 12732514 13224633 X 0 1 1 X 0 X 1650172 1469105 6919270 576246 741213 11356006 1650172 1469105 6919270 576246 741213 11356006 906893 10449113 66501 19564 92957 47829 63859 290710 5420 58424 18707 82551 59642 65306 69293 194241 11923508 35396390 0.87630 0.81460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 43178 2135 45313 1.00000 1 0 2551078 2551078 16166406 10344932 5821474 1371367 777475 593892 8966444 MUTUAL FUNDS 1320676 F POOLED FUNDS 635080 F 1955756 REFUNDABLE DEPOSITS 41530 CAPITAL LEASE PAYABLE 101683 143213 8769644 8333432 436212 170059 170059 606271 9106846 170059 167143 337202 8769644 0 8769644 8500575 167143 167143 8333432 0 8333432 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. GALA 137710 57840 79870 16500 30805 4500 LUCHEON 100192 18050 82142 86500 5000 237902 75890 162012 16500 117305 9500 143305 18707 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.