Nonprofit · EIN 33-0260314
JEWISH HOME FOR THE AGING OF ORANGE COUNTY
Also known as HERITAGE POINTE
Tax-exempt · MISSION VIEJO, CA 92691
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,776,554 | $13,106,242 | -$2,329,688 | $16,731,289 | $2,893,814 | $13,837,475 |
| June 30, 2024 | 990 | $14,721,414 | $11,679,589 | $3,041,825 | $18,978,785 | $2,884,580 | $16,094,205 |
| June 30, 2023 | 990 | $11,815,619 | $12,022,385 | -$206,766 | $16,217,959 | $3,389,871 | $12,828,088 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $785,954
- Program service revenue
- $9,577,459
- Investment income
- $404,991
- Net rental income
- $8,130
- Net gain from sales of assets
- $17,834
- Other revenue
- $8,150
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $166,155
- Other salaries and wages
- $4,830,016
- Salaries, compensation and benefits (total)
- $6,263,290
- Professional fundraising fees
- $0
- Legal fees
- $23,553
- Accounting fees
- $156,322
- Occupancy
- $652,183
- Depreciation
- $1,156,749
- Program services (functional)
- $10,299,216
- Management and general (functional)
- $2,546,180
- Fundraising (functional)
- $260,846
Balance sheet and other
- Total assets, start of year
- $18,978,785
- Total assets, end of year
- $16,731,289
- Total liabilities, end of year
- $2,893,814
- Net assets, end of year
- $13,837,475
- Land, buildings and equipment
- $10,654,003
- Publicly traded securities
- $3,828,992
- Net assets without donor restrictions
- $11,437,915
- Net assets with donor restrictions
- $2,399,560
- Gross receipts
- $13,008,720
- Employees
- 124
- Volunteers
- 60
- Year formed
- 1986
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BETH SLAVIN | DIR. OF PHILANTHROPY & MAJOR GIFTS Key employee | 40 | $166,154 | $0 |
| AUTUMN J CONQUEST | HUMAN RESOURCES DIR. (THRU 8/2024) Highest-paid employee | 40 | $103,497 | $12,783 |
| JODI GREENBAUM | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| TODD LITMAN | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| JACK HOLMES | VP GOVERNANCE Trustee or director, Officer | 1 | $0 | $0 |
| PHIL BINDER | VP FINANCE & TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HARVEY GROSSBERG | VP STRATEGIC PLANNING Trustee or director, Officer | 1 | $0 | $0 |
| DORIS JACOBSON | VP PHILANTHROPY Trustee or director, Officer | 1 | $0 | $0 |
| MARC SCHKURMAN | VP BUILDINGS & GROUNDS Trustee or director, Officer | 1 | $0 | $0 |
| LINDA MEYSKENS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERTA FEUERSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER GREENBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID SIEGEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BATIA SWED | TRUSTEE Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANE FISCHEL | TRUSTEE Trustee or director | 1 | $0 |
| STEVEN FAINBARG | TRUSTEE (THRU 8/2024) Trustee or director | 1 | $0 |
| NANCY JOSEPH | TRUSTEE (THRU 10/2024) Trustee or director | 1 | $0 |
| ERIN PALPOSI | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GEORGIANNA MENDEZ | EXECUTIVE DIRECTOR (UNTIL 01/2024) Officer | 40 | $147,609 | $687 |
| AUTUMN J CONQUEST | HUMAN RESOURCES DIRECTOR Highest-paid employee | 40 | $125,554 | $18,858 |
| BETH SLAVIN | DIR. OF PHILANTHROPY & MAJOR GIFTS Highest-paid employee | 40 | $138,615 | $687 |
| JODI GREENBAUM | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| LINDA DAVIDSON-MEYSKENS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TODD LITMAN | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| PHIL BINDER | V.P. FINANCE/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARC SCHKURMAN | V.P. BUILDING & GROUNDS Trustee or director | 1 | $0 | $0 |
| JANE FISCHEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVEN FAINBARG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERTA FEUERSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER GREENBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HARVEY GROSSBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK HOLMES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DORIS JACOBSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT KLEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID SIEGEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BATIA SWED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NANCY JOSEPH | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL SILVERMAN | ADMINISTRATOR/CEO Officer | 40 | $357,640 | $28,831 |
| TRACII BROWN | DIRECTOR, HEALTHCARE Highest-paid employee | 40 | $143,286 | $8,462 |
| AUTUMN CONQUEST | DIRECTOR, HUMAN RESOURCES Highest-paid employee | 40 | $119,500 | $6,383 |
| BETH SLAVIN | DIRECTOR, FUND DEVELOPMENT Highest-paid employee | 40 | $124,134 | $0 |
| KAREN SHERMAN | DIRECTOR, SPIRITUAL LIFE Highest-paid employee | 40 | $123,341 | $0 |
| MARK E DELMONT | COMPTROLLER (THRU 03/2023) Highest-paid employee | 40 | $116,336 | $0 |
| GEORGIANA MENDEZ | EXECUTIVE DIRECTOR Officer | 40 | $28,942 | $0 |
| JODI GREENBAUM | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| LINDA DAVIDSON-MEYSKENS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TODD LITMAN | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| PHIL BINDER | VP, FINANCE/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DAVID SUSSON | VP, FINANCE/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JANE FISCHEL | VP, LIFE-LONG LEARNING Trustee or director | 1 | $0 | $0 |
| DORIS JACOBSON | VP, SPIRITUAL LIFE Trustee or director | 1 | $0 | $0 |
| MARC SCHKURMAN | VP, BUILDING AND GROUNDS Trustee or director | 1 | $0 | $0 |
| STEVEN FAINBARG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERTA FEUERSTEIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EILEEN GARBUTT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HARVEY GROSSBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK HOLMES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NANCY JOSEPH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TERRY MCDONALD | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 27356 BELLOGENTE, MISSION VIEJO, CA 92691-6341
- Principal officer (990 for 2024)
- JODI GREENBAUM, 27356 BELLOGENTE, MISSION VIEJO, CA 92691
- Signed the 990
- PHIL BINDER, VP FINANCE AND TREASURER
- Phone
- (949) 364-9685
- Website
- WWW.HERITAGEPOINTE.ORG
- Return prepared by
- WINDES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0260314 or by the name JEWISH HOME FOR THE AGING OF ORANGE COUNTY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE CONGREGATE LIVING, ASSISTED LIVING, MEMORY CARE AND OTHER SENIOR SERVICES.
Program accomplishments
- 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.Expenses $10,299,216 · revenue $9,585,589
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0260314
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $16,731,289
- Income (IRS master file)
- $13,008,720
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,776,554 | $13,106,242 | $16,731,289 | XML |
| 990 | June 2024 | $14,721,414 | $11,679,589 | $18,978,785 | IRS |
| 990 | June 2023 | $11,815,619 | $12,022,385 | $16,217,959 | XML |
| 990 | June 2022 | $12,330,957 | $11,470,034 | $16,671,045 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0260314).
Questions about JEWISH HOME FOR THE AGING OF ORANGE COUNTY
- What is the EIN of JEWISH HOME FOR THE AGING OF ORANGE COUNTY?
- The employer identification number (EIN) of JEWISH HOME FOR THE AGING OF ORANGE COUNTY is 33-0260314.
- Is JEWISH HOME FOR THE AGING OF ORANGE COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to JEWISH HOME FOR THE AGING OF ORANGE COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEWISH HOME FOR THE AGING OF ORANGE COUNTY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEWISH HOME FOR THE AGING OF ORANGE COUNTY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEWISH HOME FOR THE AGING OF ORANGE COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of JEWISH HOME FOR THE AGING OF ORANGE COUNTY?
- The 990 for the year ended June 30, 2025 names JODI GREENBAUM.
- Who are the officers and directors of JEWISH HOME FOR THE AGING OF ORANGE COUNTY?
- The 990 for the year ended June 30, 2025 lists 19 people; 2 received compensation from the organization, the highest $166,154 (BETH SLAVIN, DIR. OF PHILANTHROPY & MAJOR GIFTS).
- How much revenue does JEWISH HOME FOR THE AGING OF ORANGE COUNTY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,776,554, expenses of $13,106,242 and total assets of $16,731,289 at year end.
Other nonprofits in MISSION VIEJO
- CREATIVE POSITIVE ENVIRONMENTS EIN 33-1013705 · last filed 990 for 2024
- SOUTHERN CALIFORNIA HOSPICE FOUNDATION EIN 04-3720198 · last filed 990 for 2024
- OPERATION HELPING HANDS EIN 36-4806249 · last filed 990 for 2025
- ALIGN MINISTRIES EIN 20-5491118 · last filed 990 for 2025
- FINANCIAL AND ESTATE LITERACY INC EIN 46-1117177 · last filed 990 for 2025
- HOME FOR REFUGEES USA EIN 82-1274285 · last filed 990 for 2025
- MISSION VIEJO ACTIVITIES COMM EIN 95-3756238 · last filed 990 for 2024
- FAMILIES IN RICH ENCOUNTERS EIN 75-3263394 · last filed 990-EZ for 2023
All nonprofits in MISSION VIEJO · California · Human services