2024-06-11T16:17:15-05:00 2023-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2022-07-01 330260314 JEWISH HOME FOR THE AGING OF ORANGE COUNTY JEWI 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 PHIL BINDER VP FINANCE AND TREASURER 9493649685 2024-06-07 1 PHIL BINDER 999009999 1 AARON PHILLIPS P01654760 5624351191 2024-06-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HERITAGE POINTE JODI GREENBAUM 27356 BELLOGENTE MISSION VIEJO CA 92691 12766131 0 X WWW.HERITAGEPOINTE.ORG X 1986 CA TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 15 15 140 300 0 0 2546685 2106516 9641201 9679931 369866 -23098 -226795 52270 12330957 11815619 0 0 0 0 6122076 5206008 0 0 397800 5347958 6816377 11470034 12022385 860923 -206766 16671045 16217959 3809675 3389871 12861370 12828088 TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 0 0 9490828 9690028 HERITAGE POINTE IS A 188 UNIT COMMUNITY PROVIDING CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. WE PROVIDE A VARIETY OF SERVICES TO MEET THE INDIVIDUAL NEEDS AND DESIRES OF OUR RESIDENTS INCLUDING 24-HOUR STAFF COVERAGE, SCHEDULED TRANSPORTATION, WEEKLY HOUSEKEEPING, AND LINEN SERVICE, COMPLIMENTARY LAUNDRY FACILITIES, HEALTH AND WELLNESS PROGRAMS, ON-SITE MAINTENANCE AND KOSHER CUISINE. THE ORGANIZATION HAS A POLICY OF PROVIDING CHARITABLE CARE TO CERTAIN RESIDENTS IN SPECIAL CIRCUMSTANCES. THESE SERVICES, WHICH ARE EXCLUDED FROM REVENUES, AMOUNTED TO $515,654 FOR THE YEAR ENDED JUNE 30, 2023, WHEN MEASURED AT THE ORGANIZATION'S DIRECT AND INDIRECT OPERATING COSTS. 9490828 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 140 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 0 0 1 1 1 1 1 1 1 0 CA X PHIL BINDER 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 JODI GREENBAUM CHAIRMAN 1.00 X X 0 0 0 LINDA DAVIDSON-MEYSKENS SECRETARY 1.00 X X 0 0 0 TODD LITMAN VICE CHAIRMAN 1.00 X X 0 0 0 PHIL BINDER VP, FINANCE/TREASURER 1.00 X X 0 0 0 DAVID SUSSON VP, FINANCE/TREASURER 1.00 X X 0 0 0 JANE FISCHEL VP, LIFE-LONG LEARNING 1.00 X 0 0 0 DORIS JACOBSON VP, SPIRITUAL LIFE 1.00 X 0 0 0 MARC SCHKURMAN VP, BUILDING AND GROUNDS 1.00 X 0 0 0 STEVEN FAINBARG TRUSTEE 1.00 X 0 0 0 ROBERTA FEUERSTEIN TRUSTEE 1.00 X 0 0 0 EILEEN GARBUTT TRUSTEE 1.00 X 0 0 0 HARVEY GROSSBERG TRUSTEE 1.00 X 0 0 0 JACK HOLMES TRUSTEE 1.00 X 0 0 0 NANCY JOSEPH TRUSTEE 1.00 X 0 0 0 TERRY MCDONALD TRUSTEE 1.00 X 0 0 0 MICHAEL SILVERMAN ADMINISTRATOR/CEO 40.00 X 357640 0 28831 GEORGIANA MENDEZ EXECUTIVE DIRECTOR 40.00 X 28942 0 0 TRACII BROWN DIRECTOR, HEALTHCARE 40.00 X 143286 0 8462 BETH SLAVIN DIRECTOR, FUND DEVELOPMENT 40.00 X 124134 0 0 KAREN SHERMAN DIRECTOR, SPIRITUAL LIFE 40.00 X 123341 0 0 AUTUMN CONQUEST DIRECTOR, HUMAN RESOURCES 40.00 X 119500 0 6383 MARK E DELMONT COMPTROLLER (THRU 03/2023) 40.00 X 116336 0 0 1013179 0 43676 6 0 1 0 MORRISON MANAGEMENT SPECIALIST INC 14445 OLIVE VIEW DR SYLMAR CA 91342 FOOD SERVICE 2417166 COASTLINE DEVELOPMENT INC 13911 ENTERPRISE DR GARDEN GROVE CA 92843 CONTRACTOR 1326744 PIONEER HOMECARE INC 2 SOUTH POINT DR SUITE 125 LAKE FOREST CA 92630 CARE PROVIDER 337795 BETTER DAYS HOME REPAIR PO BOX 2435 COSTA MESA CA 92628 HANDYMAN SERVICES 136726 MODEL 1 COMMERCIAL VEHICLES INC 14740 RAMONA AVE CHINO CA 91710 COMMERCIAL VEHICLES 135828 6 179236 1927280 2106516 APARTMENTS 623990 8302136 8302136 ANCILLARY 623990 1235912 1235912 FOOD/LAUNDRY/OTHER 812900 141883 141883 9679931 154179 154179 10097 0 10097 10097 10097 641982 819259 -177277 -177277 -177277 173426 179236 131253 42173 42173 11815619 9690028 0 19075 311834 93551 215164 3119 3963138 3236056 569785 157297 1062 829 193 40 626558 496252 106321 23985 303416 236829 55172 11415 136116 136116 54106 54106 19109 19109 115044 32527 81576 941 81806 392 81414 253010 196940 50270 5800 54671 27062 26827 782 1161250 924629 227539 9082 1231710 1177384 42444 11882 259456 259456 FOOD 2517848 2517848 OPERATIONS 620837 497014 45201 78622 BANK AND PAYROLL CHARGE 127911 125423 2488 OTHER 98917 98917 84586 53907 19746 10933 12022385 9490828 2133757 397800 1921891 1424037 348691 138700 6188 3878 34620 207240 35154939 23386145 11038570 11768794 3321085 2675310 16671045 16217959 1503443 861007 251180 60373 2055052 2468491 3809675 3389871 X 11150879 11085289 1710491 1742799 12861370 12828088 16671045 16217959 -206766 173484 0 X 0 1 X 1 0 X 923455 1409448 2828691 2546685 2106516 9814795 923455 1409448 2828691 2546685 2106516 9814795 2357133 7457662 371218 224618 201221 438260 164276 1399593 42173 42173 11256561 46962262 0.66250 0.72120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1954592 66222 139346 231097 1929063 2263588 72884 -298797 83083 1954592 1625330 267578 370680 2263588 1546284 52931 26115 1625330 1361445 121383 63456 1546284 0.15350 0.84650 0 0 2551930 2551930 8302113 8468623 -166510 21043541 12291366 8752175 3257355 2626156 631199 11768794 X 11969994 173484 173484 11796510 19109 19109 11815619 12003276 0 12003276 19109 19109 12022385 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT AND PROVIDE RESIDENT ACTIVITIES, JEWISH ARTS AND ENTERTAINMENT, RELIGIOUS PROGRAMS, EDUCATION, STAFF TRAINING, OPERATIONAL EXPENSES, AND ASSISTANCE TO THOSE IN NEED. PART X, LINE 2: FIN 48: THE ORGANIZATION FOLLOWS THE PROVISIONS OF UNCERTAIN TAX POSITIONS AS ADDRESSED IN FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 740, INCOME TAXES. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION, WHEN APPLICABLE. THERE ARE NO AMOUNTS ACCRUED IN THE FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. THE ORGANIZATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. LUNCHEON 352662 179236 173426 1000 39570 10000 80683 3 352662 179236 173426 1000 39570 10000 80683 131253 42173 X X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL SILVERMAN ADMINISTRATOR/CEO 357640 0 0 0 0 0 0 0 28831 0 386471 0 0 0 TRACII BROWN DIRECTOR, HEALTHCARE 143286 0 0 0 0 0 0 0 8462 0 151748 0 0 0 PART I, LINE 3 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 RECOMMENDATIONS TO THE FULL BOARD FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 10B DESCRIBE THE WRITTEN POLICIES AND PROCEDURES GOVERNING THE ACTIVITIES OF CHAPTERS, AFFILIATES, AND BRANCHES TO ENSURE THEIR OPERATIONS ARE CONSISTENT WITH THE ORGANIZATION'S EXEMPT PURPOSES: 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 FREQUENTLY 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 11B DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990: 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 DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY: EVERY EMPLOYEE/BOARD MEMBER HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT MUST BE SIGNED. DEPARTMENT MANAGERS ENFORCE THE CONFLICT OF INTEREST POLICY. IF THE DEPARTMENT MANAGER NOTES A CONFLICT, IT IS DISCUSSED WITH THE EXECUTIVE DIRECTOR TO DECIDE IF THERE IS AN ISSUE. IN CERTAIN CASES, THE EXECUTIVE DIRECTOR MAY NEED TO CONSULT THE BOARD. PROACTIVE STEPS ARE TAKEN TO ALLEVIATE ANY CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 DESCRIBE THE PROCESS THE ORGANIZATION USES TO DETERMINE COMPENSATION OF ITS OFFICERS, MANAGEMENT, AND OTHER EMPLOYEES: ALL COMPENSATION (INCLUDING WAGES AND BENEFITS) OF KEY EMPLOYEES AND TOP MANAGEMENT OFFICIALS 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 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORMS 990 AND 1023 ARE PUBLICLY AVAILABLE (FOR INSPECTION OR COPYING) AT THE ORGANIZATION'S MAIN OFFICE DURING NORMAL BUSINESS HOURS. 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 REQUESTS IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST.