2026-04-20T02:36:34-05:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 330260314 JEWISH HOME FOR THE AGING OF ORANGE COUNTY JEWI 9493649685 27356 BELLOGENTE MISSION VIEJO CA 92691 PHIL BINDER VP FINANCE AND TREASURER 9493649685 2026-04-17 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2026-04-17 2024 2025-03-06 01:10:19Z HERITAGE POINTE JODI GREENBAUM 27356 BELLOGENTE MISSION VIEJO CA 92691 13008720 0 X WWW.HERITAGEPOINTE.ORG X 1986 CA TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 14 14 124 60 0 0 4857818 785954 9586137 9577459 235474 404991 41985 8150 14721414 10776554 0 0 0 0 5495477 6263290 0 0 260846 6184112 6842952 11679589 13106242 3041825 -2329688 18978785 16731289 2884580 2893814 16094205 13837475 TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES. 0 0 10299216 9585589 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. 10299216 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 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 1 46 0 1 124 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 X JODI GREENBAUM CHAIRMAN 1.00 X X 0 0 0 TODD LITMAN VICE CHAIRMAN 1.00 X X 0 0 0 JACK HOLMES VP GOVERNANCE 1.00 X X 0 0 0 PHIL BINDER VP FINANCE & TREASURER 1.00 X X 0 0 0 HARVEY GROSSBERG VP STRATEGIC PLANNING 1.00 X X 0 0 0 DORIS JACOBSON VP PHILANTHROPY 1.00 X X 0 0 0 MARC SCHKURMAN VP BUILDINGS & GROUNDS 1.00 X X 0 0 0 LINDA MEYSKENS SECRETARY 1.00 X X 0 0 0 ROBERTA FEUERSTEIN TRUSTEE 1.00 X 0 0 0 PETER GREENBERG 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 JANE FISCHEL TRUSTEE 1.00 X 0 0 0 STEVEN FAINBARG TRUSTEE (THRU 8/2024) 1.00 X 0 0 0 NANCY JOSEPH TRUSTEE (THRU 10/2024) 1.00 X 0 0 0 ERIN PALPOSI EXECUTIVE DIRECTOR 40.00 X 0 0 0 BETH SLAVIN DIR. OF PHILANTHROPY & MAJOR GIFTS 40.00 X 166154 0 0 AUTUMN J CONQUEST HUMAN RESOURCES DIR. (THRU 8/2024) 40.00 X 103497 0 12783 269651 0 12783 2 0 1 0 MORRISON MANAGEMENT SPECIALIST INC PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE 1857380 LIFE CARE SERVICES LLC 400 LOCUST STREET SUITE 820 DES MOINES IA 50309 MANAGEMENT 616177 FLYNN WRIGHT 1408 LOCUST ST DES MOINES IA 50309 MARKETING SERVICES 238509 3 785954 785954 APARTMENTS 623990 9476176 9476176 ANCILLARY 623990 61101 61101 FOOD/LAUNDRY/OTHER 812900 40182 40182 9577459 387157 387157 8130 0 8130 8130 8130 2250000 2232166 17834 17834 17834 20 20 20 10776554 9585589 0 405011 166155 49846 114646 1663 4830016 4221218 441641 167157 34400 29704 3683 1013 841382 726521 90074 24787 391337 337914 41895 11528 528066 528066 23553 23553 156322 156322 31068 31068 677332 415380 261952 482799 436599 9591 36609 226273 166121 60152 184238 55245 128993 652183 632617 13044 6522 60682 60682 1156749 1122047 23135 11567 544164 544164 FOOD 1765331 1765331 REPAIRS AND MAINTENANCE 281427 279991 1436 72765 72765 13106242 10299216 2546180 260846 369277 1219684 1180543 759217 76785 20000 116324 124499 101267 124894 35858026 25204023 11424217 10654003 5710372 3828992 18978785 16731289 710105 1042020 30813 27846 1948277 1715400 195385 108548 2884580 2893814 X 14299736 11437915 1794469 2399560 16094205 13837475 18978785 16731289 -2329688 72958 0 X 0 1 X 1 0 X 2828691 2546685 2106516 4857818 785954 13125664 2828691 2546685 2106516 4857818 785954 13125664 4019650 9106014 201221 438260 164276 228696 395287 1427740 42173 18896 61069 14089 20 14109 14628582 47744524 0.62250 0.67930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 14,089. 2024 AMOUNT: $ 20. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2020351 57457 219296 140247 2156857 1829893 40126 209856 59524 2020351 1954592 66222 139346 231097 1929063 2263588 72884 -298797 83083 1954592 1625330 267578 370680 2263588 0.19340 0.76270 0.04390 0 0 2551930 2551930 29858504 22309237 7549267 3395792 2894786 501006 51800 51800 10654003 LEASE OBLIGATIONS 108548 108548 X 10818444 72958 72958 10745486 31068 31068 10776554 13075174 0 13075174 31068 31068 13106242 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: 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, 2025. 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. X X X X 0 0 0 0 0 0 0 0 0 BETH SLAVIN DIR. OF PHILANTHROPY & MAJOR GIFTS 166154 0 0 0 0 0 0 0 0 0 166154 0 0 0 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. DURING FISCAL YEAR 2025, ERIN PALPOSI WAS COMPENSATED BY LIFE CARE SERVICES LLC TO PERFORM MANAGEMENT DUTIES FOR THE ORGANIZATION FOR $125,127. 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.