PLATINUM2023

Jewish Home for the Aging of Orange County

Seniors Living in the Jewish tradition.

aka HERITAGE POINTE   |   Mission Viejo, CA   |  http://heritagepointe.org

Mission

The Mission of Heritage Pointe is to honor our community of mothers and fathers as Jewish tradition teaches us. Our vision is that Heritage Pointe will foster an exceptional environment based upon Jewish values where all community members; seniors, their families, employees and volunteers can learn, grow, live well and flourish.

Ruling year info

1992

Executive Director

Ms. Georgianna Mendez

Main address

27356 Bellogente

Mission Viejo, CA 92691 USA

Show more contact info

EIN

33-0260314

NTEE code info

Senior Continuing Care Communities (P75)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Blog

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

The Heritage Fund

The Heritage Fund helps Residents that are facing financial challenges that impact their quality of life. Fund support goes to reimburse Heritage Pointe's operations for scholarships to those Residents who need financial assistance.

Population(s) Served
Seniors
Jewish people

Where we work

Affiliations & memberships

Jewish Community Foundation of Orange County 2023

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of clients in residential care

This metric is no longer tracked.
Totals By Year
Type of Metric

Outcome - describing the effects on people or issues

Direction of Success

Increasing

Context Notes

Due to the pandemic, residents were unable to move in. We now see a rise in occupancy.

Number of free participants on field trips

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Due to the pandemic, we were advised by the Department of Social Services to discontinue any gathered activities.

Number of participants engaged in programs

This metric is no longer tracked.
Totals By Year
Related Program

The Heritage Fund

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

This metric includes residents and community members attending functions that support the organization.

Number of people trained

This metric is no longer tracked.
Totals By Year
Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

2022 - Includes intensive training for staff and volunteers. 2020-2021 - Pandemic bound.

Number of volunteers

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Number of organizational partners

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Number of clients who report adequate culturally appropriate services

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Hours of programing delivered

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Total dollars received in contributions

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Donations have steadily been on the rise over the past few year. We have received $1.2MM in 2020 and increasing per the chart.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Heritage Pointe is the only non-profit Jewish Senior Living Community in Orange County, California. We provide assisted living and memory care to any Seniors wishing to live within the Jewish Tradition.
We have a wide variety of programs. We also work with those residents who need financial aid - those who meet the qualifications for financial assistance are provided subsidies when and where needed. This prevents those who can no longer afford the care they need to stay in the environment they cherish and receive critical support in their most needed years. Heritage Pointe was started 33 years ago with a Mission of honoring our Fathers and Mothers as Jewish tradition teaches and we have never lost sight of that goal.

We recently renovated part of our campus to include 24/7 care for those Seniors who need more attention than traditional assisted living. We have established the Heritage Fund which goes directly towards supporting the programs which provide financial aid to those in need of assistance. We have additional programs that provide education, transportation, physical activity and continuing healthcare education. We are invested in providing not only a safe and healthy environment but also one where our Residents can thrive.

Capabilities for meeting goals include continued fundraising events, membership drives, capital campaigns and grant awards.

This year alone, we have provided over $1 million in financial aid. We range between 10%-20%of our population on financial assistance with those numbers steady or increasing. We have increased our programs to include music, education and technological support for seniors who struggle with keeping the lines of communication open in this ever expanding technological world. We have made sure they are not left behind with these advances by implementing and acquiring programs which further seniors abilities to stay in touch. Every year, our financial aid reaches more and more Residents and we strive to reach more every years.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We share the feedback we received with the people we serve

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback

Financials

Jewish Home for the Aging of Orange County
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Jewish Home for the Aging of Orange County

Board of directors
as of 06/26/2023
SOURCE: Self-reported by organization
Board chair

Mrs. Jodi Greenbaum

Heritage Pointe

Term: 2019 - 2021

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 6/26/2023
info Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Hispanic/Latino/Latina/Latinx
Gender identity
Female, Not transgender (cisgender)

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 06/26/2023

GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more

Data
  • We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
  • We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
Policies and processes
  • We have community representation at the board level, either on the board itself or through a community advisory board.
  • We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
  • We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.