Logo

Employer Identification Number 33-0260314

HERITAGE POINTE is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:HERITAGE POINTE
Employer identification number (EIN):33-0260314
EIN Issuing AuthorityPhiladelphia
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities
401k Pension/Benefits registration HERITAGE POINTE 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Financials

2023-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,641,201
Program Service Revenue from current yearUSD $ 9,679,931
Investment Income from prior yearUSD $ 369,866
Investment Income from current yearUSD $ -23,098
Other Revenue from prior yearUSD $ -226,795
Other Revenue from current yearUSD $ 52,270
Gross receipts from all sourcesUSD $ 12,766,131
Net assets / fund balances at end of fiscal yearUSD $ 12,828,088
Net assets / fund balances at beginning of fiscal yearUSD $ 12,861,370
Total liabilities at end of fiscal yearUSD $ 3,389,871
Total liabilities at beginning of fiscal yearUSD $ 3,809,675
Total assets at end of fiscal yearUSD $ 16,217,959
Total assets at beginning of fiscal yearUSD $ 16,671,045
Revenues less expenses for current yearUSD $ -206,766
Revenues less expenses for previous yearUSD $ 860,923
Total expenses for current yearUSD $ 12,022,385
Total expenses for previous yearUSD $ 11,470,034
Other expenses in current yearUSD $ 6,816,377
Other expenses in previous yearUSD $ 5,347,958
Total fundraising expenses in current yearUSD $ 397,800
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 5,206,008
Employee salary and benefits paid in previous yearUSD $ 6,122,076
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 11,815,619
Total revenue in previous fiscal yearUSD $ 12,330,957
Contributions and grants from current yearUSD $ 2,106,516
Contributions and grants from previous yearUSD $ 2,546,685
Gross income from fundraising eventsUSD $ 173,426
2022-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,259,796
Program Service Revenue from current yearUSD $ 9,641,201
Investment Income from prior yearUSD $ 140,034
Investment Income from current yearUSD $ 369,866
Other Revenue from prior yearUSD $ -28,884
Other Revenue from current yearUSD $ -226,795
Gross receipts from all sourcesUSD $ 12,932,897
Net assets / fund balances at end of fiscal yearUSD $ 12,861,370
Net assets / fund balances at beginning of fiscal yearUSD $ 12,854,623
Total liabilities at end of fiscal yearUSD $ 3,809,675
Total liabilities at beginning of fiscal yearUSD $ 1,762,046
Total assets at end of fiscal yearUSD $ 16,671,045
Total assets at beginning of fiscal yearUSD $ 14,616,669
Revenues less expenses for current yearUSD $ 860,923
Revenues less expenses for previous yearUSD $ -72,902
Total expenses for current yearUSD $ 11,470,034
Total expenses for previous yearUSD $ 12,272,539
Other expenses in current yearUSD $ 5,347,958
Other expenses in previous yearUSD $ 5,605,141
Total fundraising expenses in current yearUSD $ 328,589
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 21,000
Employee salary and benefits paid in current yearUSD $ 6,122,076
Employee salary and benefits paid in previous yearUSD $ 6,646,398
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 12,330,957
Total revenue in previous fiscal yearUSD $ 12,199,637
Contributions and grants from current yearUSD $ 2,546,685
Contributions and grants from previous yearUSD $ 2,828,691
Gross income from fundraising eventsUSD $ 31,005
2021-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,187,020
Program Service Revenue from current yearUSD $ 9,259,796
Investment Income from prior yearUSD $ 67,037
Investment Income from current yearUSD $ 140,034
Other Revenue from prior yearUSD $ -159,878
Other Revenue from current yearUSD $ -28,884
Gross receipts from all sourcesUSD $ 12,514,677
Net assets / fund balances at end of fiscal yearUSD $ 12,854,623
Net assets / fund balances at beginning of fiscal yearUSD $ 12,244,161
Total liabilities at end of fiscal yearUSD $ 1,762,046
Total liabilities at beginning of fiscal yearUSD $ 1,950,068
Total assets at end of fiscal yearUSD $ 14,616,669
Total assets at beginning of fiscal yearUSD $ 14,194,229
Revenues less expenses for current yearUSD $ -72,902
Revenues less expenses for previous yearUSD $ -1,460,619
Total expenses for current yearUSD $ 12,272,539
Total expenses for previous yearUSD $ 11,964,246
Other expenses in current yearUSD $ 5,605,141
Other expenses in previous yearUSD $ 5,000,240
Total fundraising expenses in current yearUSD $ 443,958
Professional fundraising fees from current yearUSD $ 21,000
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 6,646,398
Employee salary and benefits paid in previous yearUSD $ 6,964,006
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 12,199,637
Total revenue in previous fiscal yearUSD $ 10,503,627
Contributions and grants from current yearUSD $ 2,828,691
Contributions and grants from previous yearUSD $ 1,409,448
Gross income from fundraising eventsUSD $ 0
2020-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,194,314
Program Service Revenue from current yearUSD $ 9,187,020
Investment Income from prior yearUSD $ 395,646
Investment Income from current yearUSD $ 67,037
Other Revenue from prior yearUSD $ -156,373
Other Revenue from current yearUSD $ -159,878
Gross receipts from all sourcesUSD $ 11,795,173
Net assets / fund balances at end of fiscal yearUSD $ 12,244,161
Net assets / fund balances at beginning of fiscal yearUSD $ 13,697,936
Total liabilities at end of fiscal yearUSD $ 1,950,068
Total liabilities at beginning of fiscal yearUSD $ 1,101,002
Total assets at end of fiscal yearUSD $ 14,194,229
Total assets at beginning of fiscal yearUSD $ 14,798,938
Revenues less expenses for current yearUSD $ -1,460,619
Revenues less expenses for previous yearUSD $ -756,987
Total expenses for current yearUSD $ 11,964,246
Total expenses for previous yearUSD $ 11,114,029
Other expenses in current yearUSD $ 5,000,240
Other expenses in previous yearUSD $ 4,788,314
Total fundraising expenses in current yearUSD $ 461,513
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 6,964,006
Employee salary and benefits paid in previous yearUSD $ 6,325,715
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 10,503,627
Total revenue in previous fiscal yearUSD $ 10,357,042
Contributions and grants from current yearUSD $ 1,409,448
Contributions and grants from previous yearUSD $ 923,455
Gross income from fundraising eventsUSD $ 4,506
2019-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,156,464
Program Service Revenue from current yearUSD $ 9,194,314
Investment Income from prior yearUSD $ 344,020
Investment Income from current yearUSD $ 395,646
Other Revenue from prior yearUSD $ -171,092
Other Revenue from current yearUSD $ -156,373
Gross receipts from all sourcesUSD $ 13,022,733
Net assets / fund balances at end of fiscal yearUSD $ 13,697,936
Net assets / fund balances at beginning of fiscal yearUSD $ 14,585,707
Total liabilities at end of fiscal yearUSD $ 1,101,002
Total liabilities at beginning of fiscal yearUSD $ 1,005,079
Total assets at end of fiscal yearUSD $ 14,798,938
Total assets at beginning of fiscal yearUSD $ 15,590,786
Revenues less expenses for current yearUSD $ -756,987
Revenues less expenses for previous yearUSD $ 294,688
Total expenses for current yearUSD $ 11,114,029
Total expenses for previous yearUSD $ 10,007,045
Other expenses in current yearUSD $ 4,788,314
Other expenses in previous yearUSD $ 4,297,562
Total fundraising expenses in current yearUSD $ 352,213
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 6,325,715
Employee salary and benefits paid in previous yearUSD $ 5,709,483
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 10,357,042
Total revenue in previous fiscal yearUSD $ 10,301,733
Contributions and grants from current yearUSD $ 923,455
Contributions and grants from previous yearUSD $ 972,341
Gross income from fundraising eventsUSD $ 19,757
2018-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,038,067
Program Service Revenue from current yearUSD $ 9,156,464
Investment Income from prior yearUSD $ 174,765
Investment Income from current yearUSD $ 344,020
Other Revenue from prior yearUSD $ 68,875
Other Revenue from current yearUSD $ -171,092
Gross receipts from all sourcesUSD $ 11,067,109
Net assets / fund balances at end of fiscal yearUSD $ 14,585,707
Net assets / fund balances at beginning of fiscal yearUSD $ 14,201,699
Total liabilities at end of fiscal yearUSD $ 1,005,079
Total liabilities at beginning of fiscal yearUSD $ 784,928
Total assets at end of fiscal yearUSD $ 15,590,786
Total assets at beginning of fiscal yearUSD $ 14,986,627
Revenues less expenses for current yearUSD $ 294,688
Revenues less expenses for previous yearUSD $ 902,553
Total expenses for current yearUSD $ 10,007,045
Total expenses for previous yearUSD $ 9,904,786
Other expenses in current yearUSD $ 4,297,562
Other expenses in previous yearUSD $ 4,331,710
Total fundraising expenses in current yearUSD $ 324,904
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 5,709,483
Employee salary and benefits paid in previous yearUSD $ 5,573,076
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 10,301,733
Total revenue in previous fiscal yearUSD $ 10,807,339
Contributions and grants from current yearUSD $ 972,341
Contributions and grants from previous yearUSD $ 1,525,632
Gross income from fundraising eventsUSD $ 60,190
2017-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 7,949,200
Program Service Revenue from current yearUSD $ 9,038,067
Investment Income from prior yearUSD $ 647,597
Investment Income from current yearUSD $ 174,765
Other Revenue from prior yearUSD $ 347,831
Other Revenue from current yearUSD $ 68,875
Gross receipts from all sourcesUSD $ 11,092,510
Net assets / fund balances at end of fiscal yearUSD $ 14,201,699
Net assets / fund balances at beginning of fiscal yearUSD $ 12,787,229
Total liabilities at end of fiscal yearUSD $ 784,928
Total liabilities at beginning of fiscal yearUSD $ 915,384
Total assets at end of fiscal yearUSD $ 14,986,627
Total assets at beginning of fiscal yearUSD $ 13,702,613
Revenues less expenses for current yearUSD $ 902,553
Revenues less expenses for previous yearUSD $ -123,009
Total expenses for current yearUSD $ 9,904,786
Total expenses for previous yearUSD $ 9,669,238
Other expenses in current yearUSD $ 4,331,710
Other expenses in previous yearUSD $ 4,590,949
Total fundraising expenses in current yearUSD $ 331,354
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 2,000
Employee salary and benefits paid in current yearUSD $ 5,573,076
Employee salary and benefits paid in previous yearUSD $ 5,076,289
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 10,807,339
Total revenue in previous fiscal yearUSD $ 9,546,229
Contributions and grants from current yearUSD $ 1,525,632
Contributions and grants from previous yearUSD $ 601,601
Gross income from fundraising eventsUSD $ 354,046
2016-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 8,364,294
Program Service Revenue from current yearUSD $ 8,095,710
Investment Income from prior yearUSD $ 356,265
Investment Income from current yearUSD $ -124,168
Other Revenue from prior yearUSD $ 86,293
Other Revenue from current yearUSD $ 0
Gross receipts from all sourcesUSD $ 8,976,238
Net assets / fund balances at end of fiscal yearUSD $ 13,216,491
Net assets / fund balances at beginning of fiscal yearUSD $ 13,711,148
Total liabilities at end of fiscal yearUSD $ 775,115
Total liabilities at beginning of fiscal yearUSD $ 1,292,038
Total assets at end of fiscal yearUSD $ 13,991,606
Total assets at beginning of fiscal yearUSD $ 15,003,186
Revenues less expenses for current yearUSD $ -494,657
Revenues less expenses for previous yearUSD $ -91,514
Total expenses for current yearUSD $ 9,470,895
Total expenses for previous yearUSD $ 9,390,107
Other expenses in current yearUSD $ 4,048,866
Other expenses in previous yearUSD $ 4,403,773
Total fundraising expenses in current yearUSD $ 556,005
Professional fundraising fees from current yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 5,422,029
Employee salary and benefits paid in previous yearUSD $ 4,923,126
Benefits paid to or for members in current yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 63,208
Total revenue in current fiscal yearUSD $ 8,976,238
Total revenue in previous fiscal yearUSD $ 9,298,593
Contributions and grants from current yearUSD $ 1,004,696
Contributions and grants from previous yearUSD $ 491,741
2015-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 8,812,464
Program Service Revenue from current yearUSD $ 8,364,294
Investment Income from prior yearUSD $ 288,554
Investment Income from current yearUSD $ 356,265
Other Revenue from prior yearUSD $ 70,641
Other Revenue from current yearUSD $ 86,293
Gross receipts from all sourcesUSD $ 9,751,288
Net assets / fund balances at end of fiscal yearUSD $ 13,711,148
Net assets / fund balances at beginning of fiscal yearUSD $ 14,052,645
Total liabilities at end of fiscal yearUSD $ 1,292,038
Total liabilities at beginning of fiscal yearUSD $ 1,161,592
Total assets at end of fiscal yearUSD $ 15,003,186
Total assets at beginning of fiscal yearUSD $ 15,214,237
Revenues less expenses for current yearUSD $ -91,514
Revenues less expenses for previous yearUSD $ -6,859
Total expenses for current yearUSD $ 9,390,107
Total expenses for previous yearUSD $ 9,537,690
Other expenses in current yearUSD $ 4,403,773
Other expenses in previous yearUSD $ 4,538,245
Total fundraising expenses in current yearUSD $ 420,283
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,923,126
Employee salary and benefits paid in previous yearUSD $ 4,954,445
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 63,208
Grants and similar amounts paid in previous yearUSD $ 45,000
Total revenue in current fiscal yearUSD $ 9,298,593
Total revenue in previous fiscal yearUSD $ 9,530,831
Contributions and grants from current yearUSD $ 491,741
Contributions and grants from previous yearUSD $ 359,172
Gross income from fundraising eventsUSD $ 304,837
Cost of goods soldUSD $ 19,474
Gross sales of inventory assetsUSD $ 21,090

Other Company Names associated with EIN

JEWISH HOME FOR THE AGING OF ORANGE COUNTY
JEWISH HOME FOR THE AGING OF ORANGE

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 330260314

USA Mailing Address
27356 BELLOGENTE
MISSION VIEJO
CA
92691
Date first seen: 2007-01-01
Date last seen: 2025-09-30
USA Location Address
27356 BELLOGENTE
MISSION VIEJO
CA
92691
Date first seen: 2007-01-01
Date last seen: 2025-09-30
USA Mailing Address
27356 BELLOGENTE
MISSION VIEJO
CA
926916341
Date first seen: 2025-08-04
Date last seen: 2025-11-24

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
S3 401k Lookup     VAT Lookup