Program areas at Heritage Pointe
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.
Grants made by Heritage Pointe
Who funds Heritage Pointe
Grants from foundations and other nonprofits
Personnel at Heritage Pointe
| Name | Title | Compensation | Date of data |
|---|
| Michael Silverman | Administrator and Chief Executive Officer / Administrator / Chief Executive Officer | $357,640 | 2023-06-30 |
| Phil Binder | Vice President Finance and Treasurer | $0 | 2024-06-11 |
| Linda Meyskens | Vice President , Governance | $0 | 2022-06-30 |
| Marc Schkurman | Vice President , Building and Grounds / Vice President Buildings and Grounds / Trustee | $0 | 2023-06-30 |
| David Zarnow | Vice President , Spiritual Life | $0 | 2022-06-30 |
| ...and 15 more key personnel |
Financials for Heritage Pointe
| Revenues | FYE 06/2023 | FYE 06/2022 | % Change |
|---|
| Total grants, contributions, etc. | $2,106,516 | $2,546,685 | -17.3% |
| Program services | $9,679,931 | $9,641,201 | 0.4% |
| Investment income and dividends | $154,179 | $430,946 | -64.2% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $0 | - |
| Net rental income | $10,097 | $7,314 | 38.1% |
| Net gain from sale of non-inventory assets | $-177,277 | $-61,080 | -190.2% |
| Net income from fundraising events | $42,173 | $-234,109 | 118% |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $11,815,619 | $12,330,957 | -4.2% |
Organizations like Heritage Pointe
| Organization | Type | Location | Revenue |
|---|
| Landis Homes | 501(c)(3) | Lititz, PA | $53,070,221 |
| Carroll Lutheran Village | 501(c)(3) | Westminster, MD | $33,173,566 |
| Holly Hall | 501(c)(3) | Houston, TX | $11,967,249 |
| Seabury Resources for Aging (SRA) | 501(c)(3) | Washington, DC | $6,672,516 |
| The Village at Rockville | 501(c)(3) | Frederick, MD | $41,416,328 |
| Lions Gate | 501(c)(3) | Voorhees, NJ | $33,909,485 |
| Brethren Village Retirement Community | 501(c)(3) | Lititz, PA | $53,177,378 |
| Hebrew Seniorlife | 501(c)(3) | Boston, MA | $14,582,927 |
| The House of the Good Shepherd | 501(c)(3) | Hackettstown, NJ | $5,992,556 |
| The Redwoods | 501(c)(3) | Mill Valley, CA | $25,524,083 |
Data update history
August 17, 2024
Updated personnel
Identified 5 new personnel
August 14, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 2, 2024
Used new vendors
Identified 2 new vendors, including , and
May 18, 2024
Received grants
Identified 4 new grant, including a grant for $137,428 from The Zyman Foundation Nonprofit Types
Nursing homesHuman service organizationsRetirement homesHeadquarter / parent organizationsCharities
Issues
Human services
Characteristics
JewishReligiousFundraising eventsState / local levelEndowed supportCommunity engagement / volunteeringTax deductible donationsAccepts online donations
General information
- Address
- 27356 Bellogente
- Mission Viejo, CA 92691
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- County
- Orange County, CA
- Website URL
- heritagepointe.org/Â
- Phone
- (949) 364-9685
IRS details
- EIN
- 33-0260314
- Fiscal year end
- June
- Taxreturn type
- Form 990
- Year formed
- 1986
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- P75: Senior Continuing Care Communities
- NAICS code, primary
- 62331: Assisted Living and Continuing Care Retirement Communities
- Parent/child status
- Independent
California AB-488 details
- AB 488 status
- May Not Operate or Solicit for Charitable Purposes
- Charity Registration status
- Delinquent
- FTB status revoked
- Not revoked
- AG Registration Number
- 065768
- FTB Entity ID
- 1537994
- AB 488 data last updated ("as-of") date
- 2024-10-16
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