Jewish Home For The Aging Of Orange County, Heritage Pointe in Mission Viejo, California (CA)

Table of contents:

Organization representatives - add corrected or new information about Jewish Home For The Aging Of Orange County, Heritage Pointe »

Non-representatives - add comments about Jewish Home For The Aging Of Orange County, Heritage Pointe»

Jewish Home For The Aging Of Orange County, Heritage Pointe
Employer Identification Number (EIN)330260314
Name of OrganizationJewish Home For The Aging Of Orange County
Secondary NameHeritage Pointe
Address27356 Bellogente, Mission Viejo, CA 92691-6341
ActivitiesBoy Scouts, Girl Scouts, etc.
SubsectionCharitable Organization
Ruling Date07/1992
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$14,160,393
Amount of Income$11,126,835
Form 990 Revenue Amount$9,256,547
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Senior Continuing Care Communities


Non-representatives - add comments:


CAPTCHA

Your IP address 54.196.202.0 will be logged.

Amount of income in 2012: $11,126,835
Jewish Home For The Aging Of Orange County, Heritage Pointe: 

 $11,126,835
Other organizations performing similar types of work: 

 $14,217,540

Assets in 2012: $14,160,393
Jewish Home For The Aging Of Orange County, Heritage Pointe: 

 $14,160,393
Other organizations performing similar types of work: 

 $26,832,796

Expenses in 2002: $5,532,008
Jewish Home For The Aging Of Orange County, Heritage Pointe: 

 $5,532,008
Other organizations performing similar types of work: 

 $12,274,917

Income to expenses ratio in 2002: 1.0
Jewish Home For The Aging Of Orange County, Heritage Pointe: 

 1.0
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2002: 85.8%
This organization: 

 85.8%
Other organizations performing similar types of work: 

 86.2%

Number of employees in 2002: 87
Jewish Home For The Aging Of Orange County, Heritage Pointe: 

 87
Other organizations performing similar types of work: 

 216

Employees paid over $50,000 in 2002: 2.3%
This organization: 

 2.3%
Other organizations performing similar types of work: 

 5.2%

Grants share in income in 2002: 17.5%
Jewish Home For The Aging Of Orange County, Heritage Pointe: 

 17.5%
Other organizations performing similar types of work: 

 0.9%

Financial snapshot ($)

Revenue for 2002

Assets at end of 2002

Expenses for 2002

Functional Expenses for 2002 ($)

Income-Producing Activities for 2002

Revenue, Expenses, and Changes in Net Assets or Fund Balances
200020012002
Total revenue$5,777,052$4,920,633$5,449,499
Contributions, gifts, grants, and similar amounts received$768,331$523,874$955,214
Contributions to donor advised funds
Direct public support$768,331$452,274$778,444
Indirect public support$0$71,600$176,770
Government contributions (grants)$0$0$0
Program service revenue including government fees and contracts$4,797,835$4,689,772$4,487,984
Membership dues and assessments$0$0$0
Interest on savings and temporary cash investments$0$36,034$42,288
Dividends and interest from securities$99,289$0$0
Net rental income or (loss)$0$0$0
Gross rents$0$0$0
Less: rental expenses$0$0$0
Other investment income$0$0$0
Gain or (loss) from sales of assets other than inventory$2,500$-435,976$-175,888
Gross amount from sales of assets other than inventory$2,500$1,604,069$2,731,693
Less: cost or other basis and sales expenses$0$2,040,045$2,907,581
Net income or (loss) from special events and activities$5,095$18,786$76,635
Gross revenue$232,566$247,061$188,795
Less: direct expenses other than fundraising expenses$227,471$228,275$112,160
Gross profit or (loss) from sales of inventory$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0
Less: cost of goods sold$0$0$0
Other revenue$104,002$88,143$63,266
Total expenses$6,066,262$5,593,920$5,532,008
Program services$4,568,616$4,743,298$4,745,138
Management and general$1,290,043$600,793$612,592
Fundraising$207,603$249,829$174,278
Payments to affiliates$0$0$0
Net assets or fund balances at end of year$4,409,571$3,945,565$4,066,480
Excess or (deficit) for the year$-289,210$-673,287$-82,509
Net assets or fund balances at beginning of year$5,048,741$4,409,571$3,945,565
Other changes in net assets or fund balances$-349,960$209,281$203,424
Statement of Functional Expenses (for 2002)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$5,532,008$4,745,138$612,592$174,278
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$60,257$60,257$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$1,922,712$1,623,771$196,314$102,627
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$448,533$435,254$9,594$3,685
Payroll taxes$152,257$128,373$15,803$8,081
Professional fundraising fees$0$0$0$0
Accounting fees$1,596$1,596$0$0
Legal fees$4,212$4,212$0$0
Supplies$123,918$120,889$1,436$1,593
Telephone$46,248$40,606$1,139$4,503
Postage and shipping$0$0$0$0
Occupancy$264,105$264,105$0$0
Equipment rental and maintenance$153,949$138,417$14,330$1,202
Printing and publications$30,666$6,785$2,834$21,047
Travel$11,187$10,230$55$902
Conferences, conventions, and meetings$0$0$0$0
Interest$254,909$226,869$25,491$2,549
Depreciation, depletion, etc.$698,380$621,558$69,838$6,984
Other expenses not covered above$1,359,079$1,062,216$275,758$21,105
Balance Sheets
200020012002
Total assets$12,411,808$11,550,040$11,470,169
Cash - non-interest-bearing$348,818$69,228$121,347
Savings and temporary cash investments$1,086,704$0$0
Accounts receivable less allowance for doubtful accounts$26,445$53,737$45,061
Pledges receivable less allowance for doubtful accounts$446,745$453,760$421,985
Grants receivable$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0$0
Inventories for sale or use$9,166$0$0
Prepaid expenses and deferred charges$106,943$177,235$175,498
Investments - publicly-traded securities
Investments - other securities$1,528,607$2,272,289$1,805,166
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0
Investments - other$0$0$0
Land, buildings, and equipment less accumulated depreciation$8,858,380$8,523,791$8,901,112
Other assets, including program-related investments$0$0$0
Total liabilities$8,002,237$7,604,475$7,403,689
Accounts payable and accrued expenses$538,668$342,994$420,082
Grants payable$0$0$0
Deferred revenue$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0
Tax-exempt bond liabilities$0$0$0
Mortgages and other notes payable$7,177,666$7,026,952$6,798,860
Other liabilities$285,903$234,529$184,747
Total liabilities and net assets/fund balances$12,411,808$11,550,040$11,470,169
Total net assets or fund balances$4,409,571$3,945,565$4,066,480
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200020012002
Total revenue$5,777,052$4,920,633$5,449,499
Total revenue, gains, and other support per audited financial statements$5,654,563$5,358,189$5,765,084
Other expenses$227,471$437,556$315,585
Net unrealized gains on investments$0$209,281$203,424
Donated services and use of facilities$0$0$0
Recoveries of prior year grants$0$0$0
Other$227,471$228,275$112,161
Other revenue$349,960$0$0
Investment expenses$0$0$0
Other$349,960$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200020012002
Total expenses$6,066,262$5,593,920$5,532,008
Total expenses and losses per audited financial statements$6,293,733$5,822,195$5,644,169
Other revenue$227,471$228,275$112,161
Donated services and use of facilities$0$0$0
Prior year adjustments$0$0$0
Losses$0$0$0
Other$227,471$228,275$112,161
Other expenses$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 200687
Analysis of Income-Producing Activities (for 2002)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$6,301$4,487,984
Program service revenue
Program service revenue 1000000$000$0$1,613,518
Program service revenue 2000000$000$0$2,874,466
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$42,288$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$-175,888$0
Net income or (loss) from special events000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$76,635$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))$63,266$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2002)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2002)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$62,070$2,600$0
$55,360$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2002)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
199920002001
Total$5,987,828$6,002,023$5,584,884
Gifts, grants, and contributions received$900,441$768,331$523,874
Membership fees received$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$4,875,095$5,134,403$4,936,833
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$212,292$99,289$36,034
Net income from unrelated business activities not included above$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0
Other income$0$0$88,143
Lobbying Expenditures by Electing Public Charities (for 2002)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$8,838,512
Contributions, Gifts, Grants and Other Similar Amounts$433,183
Program Service Revenue$8,365,067
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$58,854
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net loss from sales of assets other than inventory$-23,277
Gross amount from sales of assets other than inventory (Securities / Other)$1,780,789 / $0
Less: cost or other basis and sales expenses (Securities / Other)$1,804,066 / $0
Gain or (loss) (Securities / Other)$-23,277 / $0
Net income from fundraising events$264
Gross income from fundraising events$327,267
Less: direct expenses$327,003
Net income from gaming activities$0
Net income from sales of inventory$4,421
Gross sales of inventory, less returns and allowances$30,755
Less: cost of goods sold$26,334
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2011)
Total functional expenses$8,689,885
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$305,857
Professional fundraising services$0
Other$8,384,028
Balance Sheet (for 2011)
Total assets$13,793,264
Total liabilities$968,328
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$968,328
Total net assets or fund balances$12,824,936
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2011)
2007 - 2011 Total
Total Support$10,422,080
Gifts, grants, contributions, and membership fees received$10,139,017
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$283,063
Gross receipts from related activities, etc.$37,602,964
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Jewish Home For The Aging Of Orange County, Heritage Pointe to others? (optional)
  
Add photo of Jewish Home For The Aging Of Orange County, Heritage Pointe (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»


Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1American Baptist Homes Of The West6120 Stoneridge Mall Road 3rd Fl, Pleasanton, CA 94588-3296CA1957-02$189,662,071
2Motion Picture And Television Fund23388 Mulholland Dr, Woodland Hls, CA 91364-2733CA1962-03$147,798,937
3Episcopal Senior Communities, Spring Lake Village2185 N California Blvd Suite 575, Walnut Creek, CA 94596-7323CA1966-11$121,899,516
4Hebrew Home For Aged Disabled302 Silver Ave, San Francisco, CA 94112-1510CA1935-05$69,766,160
5Be Group516 Burchett St, Glendale, CA 91203-1014CA1995-02$68,277,366
6Northern California Presbyterian Homes And Services Inc1525 Post St, San Francisco, CA 94109-6567CA1963-09$66,485,377
7Masonic Homes Of California1111 California St, San Francisco, CA 94108-2252CA1934-12$63,592,034
8Grancell Village Of The Los Angeles Jewish Home For The Aging7150 Tampa Ave, Reseda, CA 91335-3700CA1940-02$53,408,744
9Montecito Retirement Association300 Hot Springs Rd Suite 300, Santa Barbara, CA 93108-2037CA1993-04$38,195,496
10Casa De Las Campanas Inc18655 W Bernardo Dr, San Diego, CA 92127-3002CA1996-02$32,904,464
11Institute On Aging3575 Geary Blvd, San Francisco, CA 94118-3212CA1986-08$32,699,391
12Channing House850 Webster St, Palo Alto, CA 94301-2849CA1978-10$31,708,217
13Northern California Retired Officers Community2600 Estates Dr, Fairfield, CA 94533-9711CA1994-08$31,179,606
14United Com-Serve614 J St, Marysville, CA 95901-5413CA1987-03$29,132,887
15Air Force Village West Inc17050 Arnold Drive, Riverside, CA 92518-2806CA1985-02$28,677,188
16Congregational Homes900 E Harrison Ave, Pomona, CA 91767-2075CA1964-03$27,240,485
17Oconnor Woods Housing Corporation185 Berry St Ste 300, San Francisco, CA 94107-1773CA1995-05$26,162,302
18Retirement Housing Foundation911 N Studebaker Road, Long Beach, CA 90815-4900CA1966-08$26,126,502
19Atherton Baptist Homes214 S Atlantic Blvd, Alhambra, CA 91801-3257CA1939-01$22,536,618
20Ross Valley Homes Inc501 Via Casitas, Greenbrae, CA 94904-1901CA1972-11$19,563,090
21St Pauls Episcopal Home Inc328 Maple St, San Diego, CA 92103-6522CA1963-02$19,503,574
22Pilgrim Place In Claremont625 Mayflower Rd, Claremont, CA 91711-4240CA1939-07$18,613,787
23Northern California Congregational Retirement Homes Inc8545 Carmel Valley Rd, Carmel, CA 93923-9556CA1977-11$18,283,275
24Aldersly Inc326 Mission Ave, San Rafael, CA 94901-3425CA1988-09$16,159,420
25California Friends Homes, Quaker Gardens12151 Dale Street, Stanton, CA 90680-3889CA1969-04$15,672,372
26Mercy Retirement Care Center3431 Foothill Blvd, Oakland, CA 94601-3129CA1946-03$15,128,423
27Holly Hill Rhf Housing Inc911 N Studebaker Road, Long Beach, CA 90815-4900CA1987-03$14,687,372
28Salem Lutheran Home Association Of The Bay Cities A Corporation1301 Marina Vlg Pkwy Ste 210, Alameda, CA 94501-1049CA1948-04$13,756,288
29Jewish Home For The Aging Of Orange County, Heritage Pointe27356 Bellogente, Mission Viejo, CA 92691-6341CA1992-07$11,126,835
30Heritage Healthcare Of America Ii IncEncino, CA 91436CA$10,748,262
Number of organizations performing similar types of work
Alaska2
Alabama3
Arkansas5
Arizona12
California51
Colorado13
Connecticut21
District of Columbia6
Delaware3
Florida45
Georgia13
Hawaii2
Iowa22
Illinois57
Indiana25
Kansas14
Kentucky9
Louisiana8
Massachusetts16
Maryland26
Maine4
Michigan18
Minnesota39
Missouri22
Montana2
North Carolina23
North Dakota2
Nebraska4
New Hampshire5
New Jersey25
New Mexico1
New York46
Ohio46
Oklahoma4
Oregon12
Pennsylvania94
Rhode Island5
South Carolina8
South Dakota8
Tennessee14
Texas22
Utah2
Virginia23
Vermont1
Washington19
Wisconsin27
West Virginia4
Wyoming1
International2
Total836

faqs.org is not associated with, endorsed by, or sponsored by Jewish Home For The Aging Of Orange County, Heritage Pointe and has no official or unofficial affiliation with Jewish Home For The Aging Of Orange County, Heritage Pointe