2025-05-09T15:40:49-05:00 2024-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2023-07-01 330260314 JEWISH HOME FOR THE AGING OF ORANGE COUNTY JEWI 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 PHIL BINDER VP FINANCE AND TREASURER 9493649685 2025-05-09 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-05-07 2023 2025-03-06 01:10:19Z HERITAGE POINTE JODI GREENBAUM 27356 BELLOGENTE MISSION VIEJO CA 92691 15366401 0 X WWW.HERITAGEPOINTE.ORG X 1986 CA TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 16 16 133 60 0 0 2106516 4857818 9679931 9586137 -23098 235474 52270 41985 11815619 14721414 0 0 0 0 5206008 5495477 0 0 198290 6816377 6184112 12022385 11679589 -206766 3041825 16217959 18978785 3389871 2884580 12828088 16094205 TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 0 0 8974527 9609226 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. 8974527 1 1 0 0 0 0 0 0 0 1 1 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 0 0 1 133 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 1 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 V.P. FINANCE/TREASURER 1.00 X X 0 0 0 MARC SCHKURMAN V.P. BUILDING & GROUNDS 1.00 X 0 0 0 JANE FISCHEL TRUSTEE 1.00 X 0 0 0 STEVEN FAINBARG TRUSTEE 1.00 X 0 0 0 ROBERTA FEUERSTEIN TRUSTEE 1.00 X 0 0 0 PETER GREENBERG 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 DORIS JACOBSON TRUSTEE 1.00 X 0 0 0 ROBERT KLEIN TRUSTEE 1.00 X 0 0 0 DAVID SIEGEL TRUSTEE 1.00 X 0 0 0 BATIA SWED TRUSTEE 1.00 X 0 0 0 NANCY JOSEPH TRUSTEE 1.00 X 0 0 0 GEORGIANNA MENDEZ EXECUTIVE DIRECTOR (UNTIL 01/2024) 40.00 X 147609 0 687 AUTUMN J CONQUEST HUMAN RESOURCES DIRECTOR 40.00 X 125554 0 18858 BETH SLAVIN DIR. OF PHILANTHROPY & MAJOR GIFTS 40.00 X 138615 0 687 411778 0 20232 3 0 0 0 MORRISON MANAGEMENT SPECIALIST INC 14445 OLIVE VIEW DR SYLMAR CA 91342 FOOD SERVICE 2527984 KAISER FOUNDATION HEALTH PLAN INC 393 E WALNUT ST PASADENA CA 91188 HEALTH SERVICE 510859 CLARUS PARTNERS ADVISORS LLC 1233 DUBLIN RD COLUMBUS OH 43215 LEGAL SERVICE 235354 RF TECHNOLOGIES INC 555 W ALLEN AVENUE UNIT 5 SAN DIMAS CA 91773 REPAIR SERVICE 178733 SECURITY 101 224 MARINE AVE MANHATTAN BEACH CA 90266 SECURITY 141030 5 2286 2553536 2301996 4857818 APARTMENTS 623990 9397619 9397619 FOOD/LAUNDRY/OTHER 812900 103771 103771 ANCILLARY 623990 84747 84747 9586137 219696 219696 9000 0 9000 9000 9000 650000 634222 15778 15778 15778 29661 2286 10765 18896 18896 OTHER INCOME 900099 14089 14089 14089 14721414 9609226 0 254370 120678 35997 83481 1200 4149938 3264555 736036 149347 33665 27307 5682 676 862832 685886 159970 16976 328364 261025 60879 6460 151764 151764 373731 373731 28289 28289 476190 157568 318622 90206 63887 2688 23631 157625 86279 71346 158147 24877 133270 614696 614696 66534 66534 873675 873675 285167 285167 FOOD 2489582 2489582 REPAIRS AND MAINTENANCE 318883 318883 OTHER 99623 3776 95847 11679589 8974527 2506772 198290 1424037 369277 0 1180543 138700 76785 3878 116324 207240 101267 35471491 24047274 11768794 11424217 2675310 5710372 16217959 18978785 861007 710105 60373 30813 2468491 1948277 0 195385 3389871 2884580 X 11085289 14299736 1742799 1794469 12828088 16094205 16217959 18978785 3041825 224292 0 X 0 1 X 1 0 X 1409448 2828691 2546685 2106516 4857818 13749158 1409448 2828691 2546685 2106516 4857818 13749158 3504492 10244666 224618 201221 438260 164276 228696 1257071 42173 18896 61069 14089 14089 15081387 47354085 0.67930 0.66250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1829893 40126 209856 59524 2020351 1954592 66222 139346 231097 1929063 2263588 72884 -298797 83083 1954592 1625330 267578 370680 2263588 1546284 52931 26115 1625330 0.19000 0.78000 0.03000 0 0 2551930 2551930 29412732 21318442 8094290 3241243 2728832 512411 265586 265586 11424217 LEASE OBLIGATIONS 195385 195385 X 14917417 224292 224292 14693125 28289 28289 14721414 11651300 0 11651300 28289 28289 11679589 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, 2024. 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 31947 2286 29661 10765 31947 2286 29661 10765 10765 18896 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT CONTRACT WITH LIFE CARE SERVICES LLC WHICH PROVIDES FACILITIES MANAGEMENT AND ACCOUNTING SERVICES. 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 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 THE ORGANIZATION'S FORM 990 IS REVIEWED IN DETAIL BY THE VICE PRESIDENT OF FINANCE, A RETIRED CPA, AND FORWARDED TO THE FINANCE COMMITTEE FOR REVIEW PRIOR TO IRS FILING. FORM 990, PART VI, SECTION B, LINE 12C 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 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 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.