2024-08-01T12:32:10-07:00 2023-12-31 208044652 ELITE FINANCIAL SOLUTIONS 301 E FOOTHILL BLVD STE 201 ARCADIA CA 91006 990 2023-01-01 954351979 HERITAGE GROUP HOMES INC HERI 6266531000 PO BOX 8400 LA VERNE CA 91750 SANDI HEYER Executive Dir. 2024-08-01 true true William A Harris III CPA P00614689 6262561400 2023 2024-08-08 14:25:15Z SANDI HEYER PO BOX 8400 LA VERNE CA 91750 8400208 false X WWW.HERITAGEHOMES.ORG X 1992 CA OUR MISSION IS TO SERVE FOSTER YOUTH, FAMILIES AND OUR COMMUNITY THROUGH INTENSIVE CLINICAL EVIDENCE-BASED TREATMENT SERVICES, ALONG WITH PERSONALIZED AND COMPASSIONATE CARE. WE PROVIDE MENTAL HEALTH TREATMENT THAT CHANGES LIVES THROUGH A HIGH QUALITY TRAUMA INFORMED HOLISTIC APPROACH DELIVERED IN PEACEFUL AND NURTURING ENVIRONMENTS OF OPTIMAL RECOVERY. 5 5 41 0 113095 1539709 7895310 5949143 342554 403791 240812 52107 8591771 7944750 0 0 4325311 3726391 0 0 1587988 1673772 5913299 5400163 2678472 2544587 17771403 20136868 4509377 4330255 13262026 15806613 OUR MISSION IS TO SERVE FOSTER YOUTH, FAMILIES AND OUR COMMUNITY THROUGH INTENSIVE CLINICAL EVIDENCE-BASED TREATMENT SERVICES, ALONG WITH PERSONALIZED AND COMPASSIONATE CARE. WE PROVIDE MENTAL HEALTH TREATMENT THAT CHANGES LIVES THROUGH A HIGH QUALITY TRAUMA INFORMED HOLISTIC APPROACH DELIVERED IN PEACEFUL AND NURTURING ENVIRONMENTS OF OPTIMAL RECOVERY. false false 5155526 Heritage provides 24-hour residential treatment services at five locations licensed as STRTP (Short-Term Residential Therapeutic Program)facilities and medication support at our corporate office location. We serve girls ages 12-18 and non-minor dependents who are in crisis and experiencing the trauma of being detained from their parent(s), guardian(s) or have suffered abuse neglect or abandonment. The immediate concern is to provide care, comfort and stability that ensures the mental and emotional well-being of the children in a individual tailored, trauma informed program that includes daily treatment through counseling, 24-hour supervision, academic support, social work services, medication management, after-care and reunification services as indicated in each youth's needs and service plan. 5155526 true false false false false false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 5 0 true 41 true false false false false false false false 0 false false false false false false false X 5 5 false false false false false false false true true false false true true true true true true true true false CA X SANDI HEYER 6266531000 PO BOX 8400 LA VERNE CA 91750 SANDI HEYER Executive Dir. 40.00 0.00 X 120493 0 0 HARBINDER HEYER CFO 40.00 0.00 X 116248 0 0 DR KANAN MODI BOARD MEMBER 3.00 0.00 X X 0 0 0 HEATHER CONNORS President 3.00 0.00 X X 0 0 0 GINA MARIE CASTILLO BOARD MEMBER 3.00 0.00 X X 0 0 0 GULVARG MAYA KAUR Secretary 3.00 0.00 X X 0 0 0 MIRIAM KORN Vice President 3.00 0.00 X X 0 0 0 236741 2 false false false 0 1302623 237086 1539709 CLOTHING ALLOWANCES 624100 FOOD PROGRAM 624100 56337 56337 FOSTER CARE PROGRAM 624100 3389502 3389502 MENTAL HEALTH PROGRAM 624100 2183210 2183210 TRANSITIONAL AGE YOUTH 624100 320094 320094 5949143 41662 41662 0 0 0 817587 455458 362129 362129 362129 0 0 0 OTHER INCOME 624100 52107 52107 52107 7944750 6363379 41662 0 0 0 0 236741 189393 47348 0 3053458 2917260 136198 0 162224 152372 9852 273968 258436 15532 0 0 44230 42431 1799 0 0 0 0 764 764 121363 120491 872 39774 39774 0 0 0 0 0 112308 112308 0 258463 242309 16154 4937 4695 242 REPAIRS AND MAINTENANCE 333230 327827 5403 CONSULTANT 146973 146973 CHILD RELATED COSTS 114513 114513 BUILDING & EQUIPMENT REPAIRS 103217 103217 394000 382763 11237 5400163 5155526 244637 0 5225813 6540853 0 0 564835 237298 0 0 0 0 58342 13977115 676740 11980755 13300375 0 0 0 0 0 17771403 20136868 182700 250285 4326677 4079970 4509377 4330255 X 13262026 15806613 13262026 15806613 17771403 20136868 2544587 X X false true X true true true X 4579646 6999543 6549517 8234574 6186229 32549509 0 0 4579646 6999543 6549517 8234574 6186229 32549509 0 32549509 19703 4600 14643 41662 80608 0 52107 52107 32682224 0.99590 0.99870 X 6548972 6548972 7210457 532530 6677927 217686 144210 73476 13300375 X 7944750 7944750 7944750 5400163 5400163 5400163 Part X : FIN48 Footnote THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EMEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER 23701 (D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. Form 990, Part VI, Section B, Line 11b A COPY OF THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING IN A REGULAR OR SPECIAL MEETING AND THEN APPROVED BY THE BOARD OF DIRECTORS TO BE FILED WITH THE IRS. Form 990, Part VI, Section B, Line 12c ANNUALLY, AT THE FIRST BOARD MEETING OF THE CALENDAR YEAR, EACH MEMBER OF THE BOARD IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND REQUIRED TO REPORT ANY APPARENT CONFLICTS OF INTEREST. IF ANY CONFLICT IS RECOGNIZED, THE MEMBER MUST ABSTAIN FROM VOTING. ALL EMPLOYEES OF HERITAGE GORUP HOME SHALL AVOID ANY CONFLICT OF INTEREST OR APPEARANCE OF CONFLICT OF INTEREST BETWEEN THEIR OWN INDIVIDUAL INTERESTS AND THOSE OF HERITAGE GROUP HOMES. THE BOARD GOVERNANCE AND COMPLIANCE COMMITTEE MONITORS COMPLIANCE WITH THIS POLICY. Form 990, Part VI, Section B, Line 15a THE SALARY OF THE EXECUTIVE DIRECTOR IS REGULATED BY THE STATE OF CALIFORNIA AND FOLLOWS THE IRS CODE SECTION 4958 GUIDELINES BASED ON THE ANNUAL BUDGET OF THE ORGANIZATION AND OF OTHER SIMILAR ORGANIZATIONS FOR PROFIT OR NOT FOR PROFIT. THE COMPENSATION COMMITTEE INDEPENDENTLY CONDUCTS AN ANALYSIS OF BUDGET, REVIEW OF SIMILAR CEO COMPENSATION AND SURVEYS TO DETERMINE APPROPRIATE SALARY. Form 990, Part VI, Section B, Line 15b THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS SUBJECT TO THE APPROVAL BY THE BOARD COMPENSATION COMMITTEE. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN THE EVENT A REQUEST IS SUBMITTED, THEY WILL BE AVAILABLE FOR INSPECTION BY MAIL, EMAIL OR BY PHYSICAL INSPECTION AT OUR OFFICE LOCATION DURING NORMAL BUSINESS HOURS. Form 990, Part XII, Line 2c THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD.