Jewish Home For The Aging Of Orange County
- Assets
- $16.2m
- Revenue
- $11.8m
- Investments
- $0.0
- Employees
- 140
- Location
- Mission Viejo, CA
- Founding
- 07/1992
- Data as of
- 06/2023
- EIN
- 33-0260314
Organization Overview
Jewish Home For The Aging Of Orange County, operating under the name Heritage Pointe, is located in Mission Viejo, CA. The organization was established in 1992. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 06/2023, Heritage Pointe employed 140 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Heritage Pointe is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Heritage Pointe generated $11.8m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $12.0m during the year ending 06/2023. While expenses have increased by 3.0% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jodi Greenbaum Chairman | OfficerTrustee | 1 | $0 |
Linda Davidson-Meyskens Secretary | OfficerTrustee | 1 | $0 |
Todd Litman Vice Chairman | OfficerTrustee | 1 | $0 |
Phil Binder Vp, Finance/treasurer | OfficerTrustee | 1 | $0 |
David Susson Vp, Finance/treasurer | OfficerTrustee | 1 | $0 |
Jane Fischel Vp, Life-Long Learning | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Morrison Management Specialist Inc Food Service | 6/29/23 | $2,417,166 |
Pioneer Homecare Inc Care Provider | 6/29/23 | $337,795 |
Coastline Development Inc Contractor | 6/29/23 | $1,326,744 |
Better Days Home Repair Handyman Services | 6/29/23 | $136,726 |
Model 1 Commercial Vehicles Inc Commercial Vehicles | 6/29/23 | $135,828 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $179,236 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,927,280 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $2,106,516 |
| Total Program Service Revenue | $9,679,931 |
| Investment income | $154,179 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $10,097 |
| Net Gain/Loss on Asset Sales | -$177,277 |
| Net Income from Fundraising Events | $42,173 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,815,619 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $311,834 |
| Compensation of current officers, directors, key employees. | $215,164 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,963,138 |
| Pension plan accruals and contributions | $1,062 |
| Other employee benefits | $626,558 |
| Payroll taxes | $303,416 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $136,116 |
| Fees for services: Accounting | $54,106 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $19,109 |
| Fees for services: Other | $115,044 |
| Advertising and promotion | $81,806 |
| Office expenses | $253,010 |
| Information technology | $54,671 |
| Royalties | $0 |
| Occupancy | $1,161,250 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,231,710 |
| Insurance | $259,456 |
| All other expenses | $84,586 |
| Total functional expenses | $12,022,385 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,424,037 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $138,700 |
| Accounts receivable, net | $3,878 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $207,240 |
| Net Land, buildings, and equipment | $11,768,794 |
| Investments—publicly traded securities | $2,675,310 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $16,217,959 |
| Accounts payable and accrued expenses | $861,007 |
| Grants payable | $0 |
| Deferred revenue | $60,373 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $2,468,491 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $3,389,871 |
| Net assets without donor restrictions | $11,085,289 |
| Net assets with donor restrictions | $1,742,799 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $16,217,959 |