Jewish Home for the Aging of Orange County

Seniors Living in the Jewish tradition.

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

GuideStar Charity Check

EIN: 33-0260314

Contributions tax deductible
as of September 2023

IRS BMF 509(a)(2)
as of September 18, 2023

View summary

Charity Check report

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

Subject area info

Nonprofits

Judaism

Senior assisted living

Population served info

Seniors

Jewish people

Retired people

NTEE code info

Senior Continuing Care Communities (P75)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

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

Tax forms

Show Forms 990

Communication

Blog

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

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

External reviews

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

Totals By Year

Population(s) Served

Related Program

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

Totals By Year

Population(s) Served

Related Program

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

Totals By Year

Population(s) Served

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

Totals By Year

Population(s) Served

Related Program

Type of Metric

Context - describing the issue we work on

Direction of Success

Increasing

Context Notes

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

Reports and documents

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

Charting impact

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

What is the organization aiming to accomplish?

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.

What are the organization's key strategies for making this happen?

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.

What are the organization's capabilities for doing this?

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

What have they accomplished so far and what's next?

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.

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

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

Jewish Home for the Aging of Orange County

Revenue & expenses

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$576,246
Government Grants	$0
Program Services	$7,974,078
Investments	($201,885)
Special Events	$58,424
Sales	$3,941
Other	$0
Total Revenue	$8,410,804

Expenses
Program Services	$7,047,925
Administration	$619,821
Fundraising	$774,393
Total Expenses	$8,442,139
Net Gain/Loss	($31,335)

Functional expenses
Accounting Fees	$25,500
Advertising & Promotion	$89,605
Information Technology Expenses	$0
Insurance Expenses	$231,438
Interest Expenses	$9,802
Investment Management Fees	$0
Legal Fees	$2,859
Pension Plan Contributions	$68,291
Professional Fundraising Expenses	$2,308

Revenue
Contributions	$741,213
Government Grants	$0
Program Services	$7,963,021
Investments	$40,213
Special Events	$18,707
Sales	$6,490
Other	$0
Total Revenue	$8,769,644

Expenses
Program Services	$7,283,916
Administration	$619,233
Fundraising	$430,283
Total Expenses	$8,333,432
Net Gain/Loss	$436,212

Functional expenses
Accounting Fees	$29,700
Advertising & Promotion	$135,333
Information Technology Expenses	$0
Insurance Expenses	$397,661
Interest Expenses	$5,327
Investment Management Fees	$0
Legal Fees	$13,148
Pension Plan Contributions	$82,355
Professional Fundraising Expenses	$0

Revenue
Contributions	$433,183
Government Grants	$0
Program Services	$8,365,067
Investments	$35,577
Special Events	$264
Sales	$4,421
Other	$0
Total Revenue	$8,838,512

Expenses
Program Services	$7,617,456
Administration	$628,779
Fundraising	$443,650
Total Expenses	$8,689,885
Net Gain/Loss	$148,627

Functional expenses
Accounting Fees	$29,700
Advertising & Promotion	$130,010
Information Technology Expenses	$0
Insurance Expenses	$447,794
Interest Expenses	$4,874
Investment Management Fees	$0
Legal Fees	($652)
Pension Plan Contributions	$79,141
Professional Fundraising Expenses	$0

Revenue
Contributions	$441,326
Government Grants	$0
Program Services	$8,619,052
Investments	$173,571
Special Events	$16,318
Sales	$6,280
Other	$0
Total Revenue	$9,256,547

Expenses
Program Services	$8,036,163
Administration	$784,940
Fundraising	$353,420
Total Expenses	$9,174,523
Net Gain/Loss	$82,024

Functional expenses
Accounting Fees	$31,188
Advertising & Promotion	$127,314
Information Technology Expenses	$0
Insurance Expenses	$428,093
Interest Expenses	$2,696
Investment Management Fees	$21,451
Legal Fees	$6,658
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$531,375
Government Grants	$0
Program Services	$8,737,962
Investments	$230,536
Special Events	$32,761
Sales	$5,084
Other	$0
Total Revenue	$9,537,718

Expenses
Program Services	$8,137,697
Administration	$777,231
Fundraising	$332,853
Total Expenses	$9,247,781
Net Gain/Loss	$289,937

Functional expenses
Accounting Fees	$31,188
Advertising & Promotion	$124,289
Information Technology Expenses	$0
Insurance Expenses	$510,294
Interest Expenses	$1,489
Investment Management Fees	$31,578
Legal Fees	$8,139
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$359,172
Government Grants	$0
Program Services	$8,812,464
Investments	$288,554
Special Events	$67,238
Sales	$3,403
Other	$0
Total Revenue	$9,530,831

Expenses
Program Services	$8,369,611
Administration	$802,221
Fundraising	$365,858
Total Expenses	$9,537,690
Net Gain/Loss	($6,859)

Functional expenses
Accounting Fees	$31,188
Advertising & Promotion	$142,472
Information Technology Expenses	$0
Insurance Expenses	$570,764
Interest Expenses	$216
Investment Management Fees	$38,689
Legal Fees	$6,137
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$491,741
Government Grants	$0
Program Services	$8,364,294
Investments	$356,265
Special Events	$84,677
Sales	$1,616
Other	$0
Total Revenue	$9,298,593

Expenses
Program Services	$8,211,754
Administration	$758,070
Fundraising	$420,283
Total Expenses	$9,390,107
Net Gain/Loss	($91,514)

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$138,056
Information Technology Expenses	$0
Insurance Expenses	$558,291
Interest Expenses	$0
Investment Management Fees	$47,906
Legal Fees	$37,836
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$815,346
Government Grants	$0
Program Services	$8,108,034
Investments	$681,267
Special Events	($24,748)
Sales	$0
Other	$0
Total Revenue	$9,579,899

Expenses
Program Services	$7,308,645
Administration	$1,941,333
Fundraising	$452,930
Total Expenses	$9,702,908
Net Gain/Loss	($123,009)

Functional expenses
Accounting Fees	$58,353
Advertising & Promotion	$113,660
Information Technology Expenses	$0
Insurance Expenses	$598,458
Interest Expenses	$0
Investment Management Fees	$33,670
Legal Fees	$103,719
Pension Plan Contributions	$55,624
Professional Fundraising Expenses	$2,000

Revenue
Contributions	$1,525,632
Government Grants	$0
Program Services	$9,038,067
Investments	$174,765
Special Events	$68,875
Sales	$0
Other	$0
Total Revenue	$10,807,339

Expenses
Program Services	$7,540,620
Administration	$2,032,812
Fundraising	$331,354
Total Expenses	$9,904,786
Net Gain/Loss	$902,553

Functional expenses
Accounting Fees	$122,675
Advertising & Promotion	$77,753
Information Technology Expenses	$0
Insurance Expenses	$179,680
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$69,886
Pension Plan Contributions	$41,818
Professional Fundraising Expenses	$0

Revenue
Contributions	$972,341
Government Grants	$0
Program Services	$9,156,464
Investments	$344,020
Special Events	($171,092)
Sales	$0
Other	$0
Total Revenue	$10,301,733

Expenses
Program Services	$7,738,256
Administration	$1,943,885
Fundraising	$324,904
Total Expenses	$10,007,045
Net Gain/Loss	$294,688

Functional expenses
Accounting Fees	$149,650
Advertising & Promotion	$88,156
Information Technology Expenses	$0
Insurance Expenses	$167,126
Interest Expenses	$0
Investment Management Fees	$46,388
Legal Fees	$46,803
Pension Plan Contributions	$33,790
Professional Fundraising Expenses	$0

Revenue
Contributions	$923,455
Government Grants	$0
Program Services	$9,194,314
Investments	$395,646
Special Events	($156,373)
Sales	$0
Other	$0
Total Revenue	$10,357,042

Expenses
Program Services	$8,642,275
Administration	$2,119,541
Fundraising	$352,213
Total Expenses	$11,114,029
Net Gain/Loss	($756,987)

Functional expenses
Accounting Fees	$97,600
Advertising & Promotion	$129,908
Information Technology Expenses	$0
Insurance Expenses	$221,095
Interest Expenses	$0
Investment Management Fees	$41,260
Legal Fees	$65,050
Pension Plan Contributions	$32,472
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,409,448
Government Grants	$0
Program Services	$9,187,020
Investments	$67,037
Special Events	($159,878)
Sales	$0
Other	$0
Total Revenue	$10,503,627

Expenses
Program Services	$9,232,685
Administration	$2,270,048
Fundraising	$461,513
Total Expenses	$11,964,246
Net Gain/Loss	($1,460,619)

Functional expenses
Accounting Fees	$47,800
Advertising & Promotion	$146,141
Information Technology Expenses	$0
Insurance Expenses	$215,200
Interest Expenses	$0
Investment Management Fees	$30,243
Legal Fees	$119,405
Pension Plan Contributions	$33,148
Professional Fundraising Expenses	$0

Revenue
Contributions	$1,520,175
Government Grants	$1,308,516
Program Services	$9,259,796
Investments	$143,034
Special Events	($31,884)
Sales	$0
Other	$0
Total Revenue	$12,199,637

Expenses
Program Services	$9,037,015
Administration	$2,791,566
Fundraising	$443,958
Total Expenses	$12,272,539
Net Gain/Loss	($72,902)

Functional expenses
Accounting Fees	$47,100
Advertising & Promotion	$169,649
Information Technology Expenses	$0
Insurance Expenses	$205,132
Interest Expenses	$0
Investment Management Fees	$27,498
Legal Fees	$91,418
Pension Plan Contributions	$31,355
Professional Fundraising Expenses	$21,000

Revenue
Contributions	$2,546,685
Government Grants	$0
Program Services	$9,641,201
Investments	$377,180
Special Events	($234,109)
Sales	$0
Other	$0
Total Revenue	$12,330,957

Expenses
Program Services	$9,382,199
Administration	$1,759,246
Fundraising	$328,589
Total Expenses	$11,470,034
Net Gain/Loss	$860,923

Functional expenses
Accounting Fees	$41,550
Advertising & Promotion	$35,457
Information Technology Expenses	$81,105
Insurance Expenses	$230,483
Interest Expenses	$0
Investment Management Fees	$27,225
Legal Fees	$19,247
Pension Plan Contributions	$36,014
Professional Fundraising Expenses	$0

Jewish Home for the Aging of Orange County

Balance sheet

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jul 01, 2008	Jun 30, 2009	Change
Contributions	$576,246
Cash & Equivalents	$300,858	$1,502,463	$1,201,605
Accounts Receivable	$93,476	$54,906	($38,570)
Pledges & Grants Receivable	$360,710	$232,611	($128,099)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$1,984,940	$1,359,791	($625,149)
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$9,532,264	$9,319,283	($212,981)
Other	$300,912	$263,460	($37,452)
Total Assets	$12,573,160	$12,732,514	$159,354

Liabilities	Jul 01, 2008	Jun 30, 2009	Change
Accounts Payable	$569,326	$785,963	$216,637
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$70,309	$197,404	$127,095
Total Liabilities	$639,635	$983,367	$343,732

Fund balance	Jul 01, 2008	Jun 30, 2009	Change
Temporarily Restricted Net Assets	$411,117	$33,991	-$377,126
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$411,117	$33,991	($377,126)
Unrestricted Net Assets	$11,522,408	$11,715,156	$192,748
Net Assets	$11,933,525	$11,749,147	($184,378)

Assets	Jul 01, 2009	Jun 30, 2010	Change
Contributions	$741,213
Cash & Equivalents	$1,502,463	$1,653,045	$150,582
Accounts Receivable	$54,906	$54,229	($677)
Pledges & Grants Receivable	$232,611	$154,526	($78,085)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$1,359,791	$1,955,756	$595,965
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$9,319,283	$8,966,444	($352,839)
Other	$263,460	$440,633	$177,173
Total Assets	$12,732,514	$13,224,633	$492,119

Liabilities	Jul 01, 2009	Jun 30, 2010	Change
Accounts Payable	$785,963	$726,002	($59,961)
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$197,404	$143,213	($54,191)
Total Liabilities	$983,367	$869,215	($114,152)

Fund balance	Jul 01, 2009	Jun 30, 2010	Change
Temporarily Restricted Net Assets	$33,991	$0	-$33,991
Permanently Restricted Net Assets	$0	$45,313	$45,313
Total Restricted Net Assets	$33,991	$45,313	$11,322
Unrestricted Net Assets	$11,715,156	$12,310,105	$594,949
Net Assets	$11,749,147	$12,355,418	$606,271

Assets	Jul 01, 2010	Jun 30, 2011	Change
Contributions	$433,183
Cash & Equivalents	$1,653,045	$1,038,000	($615,045)
Accounts Receivable	$54,229	$70,856	$16,627
Pledges & Grants Receivable	$154,526	$80,750	($73,776)
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$1,955,756	$3,707,002	$1,751,246
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$8,966,444	$8,454,418	($512,026)
Other	$440,633	$442,238	$1,605
Total Assets	$13,224,633	$13,793,264	$568,631

Liabilities	Jul 01, 2010	Jun 30, 2011	Change
Accounts Payable	$726,002	$837,578	$111,576
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$0	$0
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$143,213	$130,750	($12,463)
Total Liabilities	$869,215	$968,328	$99,113

Jewish Home for the Aging of Orange County

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jul 01 - Jun 30

SOURCE: IRS Form 990 info

This snapshot of Jewish Home for the Aging of Orange County’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jul 01 - Jun 30 View full report Download data

Business model indicators

Profitability	2018	2019	2020	2021	2022
Unrestricted surplus (deficit) before depreciation	$1,010,994	-$209,989	-$622,662	$815,681	$1,989,041
As % of expenses	11.1%	-2.0%	-5.7%	7.3%	19.4%
Unrestricted surplus (deficit) after depreciation	$113,302	-$1,020,125	-$1,695,054	-$310,039	$786,727
As % of expenses	1.1%	-9.2%	-14.2%	-2.5%	6.9%

Revenue composition
Total revenue (unrestricted & restricted)	$10,301,733	$10,357,042	$10,503,627	$12,199,637	$12,330,957
Total revenue, % change over prior year	-4.7%	0.5%	1.4%	16.1%	1.1%
Program services revenue	88.9%	88.8%	87.5%	75.9%	78.2%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	0.5%	3.6%	2.1%	1.6%	3.5%
Government grants	0.0%	0.0%	0.0%	10.7%	0.0%
All other grants and contributions	7.8%	7.4%	11.9%	12.2%	18.8%
Other revenue	2.9%	0.2%	-1.5%	-0.5%	-0.4%

Expense composition
Total expenses before depreciation	$9,109,353	$10,303,893	$10,891,854	$11,146,819	$10,267,720
Total expenses, % change over prior year	1.1%	13.1%	5.7%	2.3%	-7.9%
Personnel	62.7%	61.4%	63.9%	59.6%	59.6%
Professional fees	4.0%	3.1%	3.3%	3.9%	1.6%
Occupancy	7.2%	9.6%	9.4%	9.1%	9.1%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	0.0%	0.0%	0.0%	0.0%	0.0%
All other expenses	26.1%	25.9%	23.4%	27.4%	29.7%

Full cost components (estimated)	2018	2019	2020	2021	2022
Total expenses (after depreciation)	$10,007,045	$11,114,029	$11,964,246	$12,272,539	$11,470,034
One month of savings	$759,113	$858,658	$907,655	$928,902	$855,643
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$0	$1,231,518	$4,163,641	$0	$3,447,216
Total full costs (estimated)	$10,766,158	$13,204,205	$17,035,542	$13,201,441	$15,772,893

Capital structure indicators

Liquidity	2018	2019	2020	2021	2022
Months of cash	1.7	0.6	1.4	0.5	2.2
Months of cash and investments	10.5	6.2	5.4	5.4	6.1
Months of estimated liquid unrestricted net assets	10.4	7.5	1.8	1.7	0.1

Balance sheet composition	2018	2019	2020	2021	2022
Cash	$1,281,536	$503,245	$1,231,873	$468,042	$1,921,891
Investments	$6,704,924	$4,782,259	$3,661,941	$4,512,087	$3,321,085
Receivables	$151,261	$160,407	$143,695	$396,246	$354,879
Gross land, buildings, equipment (LBE)	$23,445,947	$24,708,465	$28,866,333	$29,745,684	$33,193,005
Accumulated depreciation (as a % of LBE)	76.4%	75.9%	68.7%	70.4%	66.7%
Liabilities (as a % of assets)	6.4%	7.4%	13.7%	12.1%	22.9%
Unrestricted net assets	$13,389,370	$12,369,245	$10,674,191	$10,364,152	$11,150,879
Temporarily restricted net assets	$93,891	$60,388	N/A	N/A	N/A
Permanently restricted net assets	$1,102,446	$1,268,303	N/A	N/A	N/A
Total restricted net assets	$1,196,337	$1,328,691	$1,569,970	$2,490,471	$1,710,491
Total net assets	$14,585,707	$13,697,936	$12,244,161	$12,854,623	$12,861,370

Key data checks

Key data checks	2018	2019	2020	2021	2022
Material data errors	No	No	No	No	No

Operations

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

Documents

Letter of Determination is not available for this organization

Form 1023/1024 is not available for this organization

Executive Director

Ms. Georgianna Mendez

Number of employees

Source: IRS Form 990

Jewish Home for the Aging of Orange County

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

Jewish Home for the Aging of Orange County

Highest paid employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of highest paid employee data for this organization

Jewish Home for the Aging of Orange County

Board of directors
as of 06/26/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this 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

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

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.

Contractors

Fiscal year ending

Professional fundraisers

Fiscal year ending

SOURCE: IRS Form 990 Schedule G

Solicitation activities

Gross receipts from fundraising

Retained by organization

Paid to fundraiser

Jewish Home for the Aging of Orange County

Seniors Living in the Jewish tradition.

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

This profile needs more info.

Our programs

The Heritage Fund

Where we work

Affiliations & memberships

Our results

Evaluation documents

Number of clients in residential care

Totals By Year

Population(s) Served

Related Program

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Direction of Success

Context Notes

Number of free participants on field trips

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Number of participants engaged in programs

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Number of people trained

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Number of volunteers

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Number of organizational partners

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Number of clients who report adequate culturally appropriate services

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Hours of programing delivered

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Total dollars received in contributions

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Goals & Strategy

Reports and documents

Charting impact

What is the organization aiming to accomplish?

Liquidity in 2022

Months of cash in 2022

Fringe rate in 2022

Funding sources

Assets & liabilities