Civic Intelligence

Heritage Group Homes Inc

EIN 95-4351979 • 501(c)3 • LA Verne, CA

Profile

Our mission is to serve foster youth, families and our community through intensive clinical evidence-based treatment services, along with personalized and compassionate care. We provide mental health treatment that changes lives through a high quality trauma informed holistic approach delivered in peaceful and nurturing environments of optimal recovery.

PO Box 8400LA Verne, CA 91750

www.heritagehomes.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.19x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.66x

Higher debt load relative to revenue than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$152,758

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$22,276,148

Up $2,139,280 (+11%) from 2023

Liabilities

Down

$4,151,284

Down $178,971 (-4.1%) from 2023

Net Assets

Up

$18,124,864

Up $2,318,251 (+15%) from 2023

Revenue

Down

$6,304,988

Down $1,639,762 (-21%) from 2023

Expenses

Down

$3,986,737

Down $1,413,426 (-26%) from 2023

Net Income

Down

$2,318,251

Down $226,336 (-8.9%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $1,982,010Liabilities 2011: $12,815Net Assets 2011: $1,969,1952011Assets 2012: $2,571,836Liabilities 2012: $12,271Net Assets 2012: $2,559,5652012Assets 2013: $3,047,677Liabilities 2013: $18,899Net Assets 2013: $3,028,7782013Assets 2014: $3,425,146Liabilities 2014: $93,423Net Assets 2014: $3,331,7232014Assets 2015: $5,136,866Liabilities 2015: $1,437,695Net Assets 2015: $3,699,1712015Assets 2016: $5,388,415Liabilities 2016: $1,321,680Net Assets 2016: $4,066,7352016Assets 2017: $4,684,484Liabilities 2017: $87,441Net Assets 2017: $4,597,0432017Assets 2018: $5,139,140Liabilities 2018: $89,207Net Assets 2018: $5,049,9332018Assets 2019: $6,068,178Liabilities 2019: $142,304Net Assets 2019: $5,925,8742019Assets 2020: $9,239,360Liabilities 2020: $169,583Net Assets 2020: $9,069,7772020Assets 2021: $12,177,044Liabilities 2021: $1,593,490Net Assets 2021: $10,583,5542021Assets 2022: $17,771,403Liabilities 2022: $4,509,377Net Assets 2022: $13,262,0262022Assets 2023: $20,136,868Liabilities 2023: $4,330,255Net Assets 2023: $15,806,6132023Assets 2024: $22,276,148Liabilities 2024: $4,151,284Net Assets 2024: $18,124,8642024

Highlighted filing

2024

Assets$22,276,148
Liabilities$4,151,284
Net Assets$18,124,864

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Revenue 2011: $2,649,354Expenses 2011: $2,037,556Net Income 2011: $611,7982011Revenue 2012: $2,754,394Expenses 2012: $2,164,024Net Income 2012: $590,3702012Revenue 2013: $2,762,970Expenses 2013: $2,293,757Net Income 2013: $469,2132013Revenue 2014: $2,767,910Expenses 2014: $2,464,965Net Income 2014: $302,9452014Revenue 2015: $3,070,713Expenses 2015: $2,703,265Net Income 2015: $367,4482015Revenue 2016: $3,050,700Expenses 2016: $2,683,136Net Income 2016: $367,5642016Revenue 2017: $3,264,153Expenses 2017: $2,733,845Net Income 2017: $530,3082017Revenue 2018: $3,304,336Expenses 2018: $2,851,446Net Income 2018: $452,8902018Revenue 2019: $4,579,646Expenses 2019: $3,703,705Net Income 2019: $875,9412019Revenue 2020: $7,019,246Expenses 2020: $4,003,249Net Income 2020: $3,015,9972020Revenue 2021: $6,554,117Expenses 2021: $5,040,340Net Income 2021: $1,513,7772021Revenue 2022: $8,591,771Expenses 2022: $5,913,299Net Income 2022: $2,678,4722022Revenue 2023: $7,944,750Expenses 2023: $5,400,163Net Income 2023: $2,544,5872023Revenue 2024: $6,304,988Expenses 2024: $3,986,737Net Income 2024: $2,318,2512024

Highlighted filing

2024

Revenue$6,304,988
Expenses$3,986,737
Net Income$2,318,251

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$4.15$18.1$6.30$3.99$2.32
2023Detailed filing. Detailed filing data is available for this year.$20.1$4.33$15.8$7.94$5.40$2.54
2022Detailed filing. Detailed filing data is available for this year.$17.8$4.51$13.3$8.59$5.91$2.68
2021Detailed filing. Detailed filing data is available for this year.$12.2$1.59$10.6$6.55$5.04$1.51
2020Detailed filing. Detailed filing data is available for this year.$9.24$0.17$9.07$7.02$4.00$3.02
2019Summary only. Only limited summary data is available for this year.$6.07$0.14$5.93$4.58$3.70$0.88
2018Summary only. Only limited summary data is available for this year.$5.14$0.09$5.05$3.30$2.85$0.45
2017Summary only. Only limited summary data is available for this year.$4.68$0.09$4.60$3.26$2.73$0.53
2016Detailed filing. Detailed filing data is available for this year.$5.39$1.32$4.07$3.05$2.68$0.37
2015Detailed filing. Detailed filing data is available for this year.$5.14$1.44$3.70$3.07$2.70$0.37
2014Summary only. Only limited summary data is available for this year.$3.43$0.09$3.33$2.77$2.46$0.30
2013Summary only. Only limited summary data is available for this year.$3.05$0.02$3.03$2.76$2.29$0.47
2012Summary only. Only limited summary data is available for this year.$2.57$0.01$2.56$2.75$2.16$0.59
2011Summary only. Only limited summary data is available for this year.$1.98$0.01$1.97$2.65$2.04$0.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 9, 2025
Return Version
2024v5.2
Gross Receipts
$6,854,196
Mission and Program Overview

Mission

Our mission is to serve foster youth, families and our community through intensive clinical evidence-based treatment services, along with personalized and compassionate care. We provide mental health treatment that changes lives through a high quality trauma informed holistic approach delivered in peaceful and nurturing environments of optimal recovery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$13,300,375$15,742,872▲ $2,442,497
Cash and Non-Interest-Bearing Accounts$6,540,853$6,388,646▼ $152,207
Accounts Receivable$237,298$144,630▼ $92,668
Prepaid Expenses and Deferred Charges$58,342$0▼ $58,342
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$20,136,868$22,276,148▲ $2,139,280
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$4,079,970$3,944,785▼ $135,185
Accounts Payable and Accrued Expenses$250,285$206,499▼ $43,786
Total Liabilities$4,330,255$4,151,284▼ $178,971
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$15,806,613$18,124,864▲ $2,318,251
Total Net Assets Fund Balance$15,806,613$18,124,864▲ $2,318,251
Total Liabilities and Net Assets / Fund Balance$20,136,868$22,276,148▲ $2,139,280

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,340,467$740,091$9,080,558
Land$7,242,870-$7,242,870
Equipment$159,535$52,525$212,060
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sandi HeyerExecutive DirectorFT$152,758$152,758
Harbinder HeyerCFOFT$133,714$133,714

Board Members and Trustees

NameTitle
Heather ConnorsPresident
Miriam KornVice President
Dr Kanan ModiBoard Member
Gina Marie CastilloBoard Member
Gulvarg Maya KaurSecretary
Elvira LagunaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,057
Program Service Revenue
$5,667,457
Investment Income
$613,101
Other Revenue
$15,373
All Other Contributions
$9,057
Change in Net Assets
$2,318,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,439,381
Other Expenses$1,547,356
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,841,550$25,025-$1,866,575
Depreciation Depletion$334,218$421-$334,639
All Other Expenses$290,648$10,489-$301,137
Current Officers, Directors, Trustees, and Key Employees$243,501$42,971-$286,472
Payroll Taxes$180,594$6,532-$187,126
Interest$118,798--$118,798
Other Employee Benefits$95,215$3,993-$99,208
Insurance$73,663$7,782-$81,445
Other Expenses$75,641$3,322-$78,963
Office Expenses$42,692$2,685-$45,377
Information Technology$36,135--$36,135
Fees for Services Accounting$20,270$775-$21,045
Advertising$479--$479
Total Functional Expenses$3,873,556$113,181$0$3,986,737
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of the completed form 990 is presented to the board of directors for review prior to filing in a regular or special meeting and then approved by the board of directors to be filed with the irs.

Form 990, Part VI, Section B, Line 12C

Annually, at the first board meeting of the calendar year, each member of the board is required to sign a conflict of interest statement and required to report any apparent conflicts of interest. If any conflict is recognized, the member must abstain from voting. All employees of heritage gorup home shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of heritage group homes. The board governance and compliance committee monitors compliance with this policy.

Form 990, Part VI, Section B, Line 15A

The salary of the executive director is regulated by the state of california and follows the irs code section 4958 guidelines based on the annual budget of the organization and of other similar organizations for profit or not for profit. The compensation committee independently conducts an analysis of budget, review of similar ceo compensation and surveys to determine appropriate salary.

Form 990, Part VI, Section B, Line 15B

The compensation of the organization's officers and key employees is subject to the approval by the board compensation committee.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. In the event a request is submitted, they will be available for inspection by mail, email or by physical inspection at our office location during normal business hours.

Filing and Contact Details

Filer

Filer Name
Heritage Group Homes Inc
EIN
95-4351979
Phone
6266531000
Address
PO BOX 8400, LA VERNE, CA 91750

Signing Officer

Name
Sandi Heyer
Title
Executive Director
Signed
2025-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandi Heyer
Formed
1992
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
54

Preparer

Firm
Elite Financial Solutions
Address
301 E FOOTHILL BLVD STE 201, ARCADIA, CA 91006
Preparer
William A Harris III CPA
Phone
6262561400
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The annual audited financial statements are reviewed and approved by the board.

Financial Statement Notes

Part X : FIN48 Footnote

The organization is a not-for-profit organization emempt from federal income taxes under section 501(c)(3) of the internal revenue code and state income taxes under 23701 (d) of the california revenue and taxation code, except on net income derived from unrelated business activities. The organization believes that it has appropriate support for any tax positions taken and as such, does not have any uncertain tax positions that are material to the financial statements.

Raw XML AppendixShowing 400 of 471 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/InsuranceGrp/ManagementAndGeneralAmt07782
IRS990/InsuranceGrp/ProgramServicesAmt073663
IRS990/InsuranceGrp/TotalAmt081445
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IRS990/InterestGrp/TotalAmt0118798
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IRS990/LandBldgEquipAccumDeprecAmt0792616
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt015742872
IRS990/LandBldgEquipCostOrOtherBssAmt016535488
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0OUR MISSION IS TO SERVE FOSTER YOUTH, FAMILIES AND OUR COMMUNITY THROUGH INTENSIVE CLINICAL EVIDENCE-BASED TREATMENT SERVICES, ALONG WITH PERSONALIZED AND COMPASSIONATE CARE. WE PROVIDE MENTAL HEALTH TREATMENT THAT CHANGES LIVES THROUGH A HIGH QUALITY TRAUMA INFORMED HOLISTIC APPROACH DELIVERED IN PEACEFUL AND NURTURING ENVIRONMENTS OF OPTIMAL RECOVERY.
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0515369
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018124864
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IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02685
IRS990/OfficeExpensesGrp/ProgramServicesAmt042692
IRS990/OfficeExpensesGrp/TotalAmt045377
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03993
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt095215
IRS990/OtherEmployeeBenefitsGrp/TotalAmt099208
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1OUTREACH
IRS990/OtherExpensesGrp/Desc2CHILD RELATED COSTS
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09186
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13322
IRS990/OtherExpensesGrp/ProgramServicesAmt0202617
IRS990/OtherExpensesGrp/ProgramServicesAmt1179431
IRS990/OtherExpensesGrp/ProgramServicesAmt2138104
IRS990/OtherExpensesGrp/ProgramServicesAmt375641
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IRS990/OtherExpensesGrp/TotalAmt1179431
IRS990/OtherExpensesGrp/TotalAmt2138104
IRS990/OtherExpensesGrp/TotalAmt378963
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IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015373
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IRS990/OtherRevenueTotalAmt015373
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025025
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01841550
IRS990/OtherSalariesAndWagesGrp/TotalAmt01866575
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06532
IRS990/PayrollTaxesGrp/ProgramServicesAmt0180594
IRS990/PayrollTaxesGrp/TotalAmt0187126
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt058342
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
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IRS990/ProgramServiceRevenueGrp/Desc0ECM PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1FOSTER CARE PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2MENTAL HEALTH PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc3TRANSITIONAL AGE YOUTH
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01275329
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11118398
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22178951
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31094779
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11118398
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22178951
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31094779
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IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0403791
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IRS990/PYOtherExpensesAmt01673772
IRS990/PYOtherRevenueAmt052107
IRS990/PYProgramServiceRevenueAmt05949143
IRS990/PYRevenuesLessExpensesAmt02544587
IRS990/PYSalariesCompEmpBnftPaidAmt03726391
IRS990/PYTotalExpensesAmt05400163
IRS990/PYTotalRevenueAmt07944750
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RevenueAmt05667457
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05676514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06186229
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08234574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06549517
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06999543
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt033646377
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt097732
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt041662
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014643
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019703
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0178340
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt015373
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt052107
IRS990ScheduleA/OtherIncome170Grp/TotalAmt067480
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt033646377
IRS990ScheduleA/TotalSupportAmt033892197
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleD/BuildingsGrp/BookValueAmt08340467
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0740091
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09080558
IRS990ScheduleD/EquipmentGrp/BookValueAmt0159535
IRS990ScheduleD/EquipmentGrp/DepreciationAmt052525
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0212060
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt07242870
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07242870
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EMEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER 23701 (D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015742872
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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SANDI HEYER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING IN A REGULAR OR SPECIAL MEETING AND THEN APPROVED BY THE BOARD OF DIRECTORS TO BE FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, AT THE FIRST BOARD MEETING OF THE CALENDAR YEAR, EACH MEMBER OF THE BOARD IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT AND REQUIRED TO REPORT ANY APPARENT CONFLICTS OF INTEREST. IF ANY CONFLICT IS RECOGNIZED, THE MEMBER MUST ABSTAIN FROM VOTING. ALL EMPLOYEES OF HERITAGE GORUP HOME SHALL AVOID ANY CONFLICT OF INTEREST OR APPEARANCE OF CONFLICT OF INTEREST BETWEEN THEIR OWN INDIVIDUAL INTERESTS AND THOSE OF HERITAGE GROUP HOMES. THE BOARD GOVERNANCE AND COMPLIANCE COMMITTEE MONITORS COMPLIANCE WITH THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SALARY OF THE EXECUTIVE DIRECTOR IS REGULATED BY THE STATE OF CALIFORNIA AND FOLLOWS THE IRS CODE SECTION 4958 GUIDELINES BASED ON THE ANNUAL BUDGET OF THE ORGANIZATION AND OF OTHER SIMILAR ORGANIZATIONS FOR PROFIT OR NOT FOR PROFIT. THE COMPENSATION COMMITTEE INDEPENDENTLY CONDUCTS AN ANALYSIS OF BUDGET, REVIEW OF SIMILAR CEO COMPENSATION AND SURVEYS TO DETERMINE APPROPRIATE SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS SUBJECT TO THE APPROVAL BY THE BOARD COMPENSATION COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN THE EVENT A REQUEST IS SUBMITTED, THEY WILL BE AVAILABLE FOR INSPECTION BY MAIL, EMAIL OR BY PHYSICAL INSPECTION AT OUR OFFICE LOCATION DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ANNUAL AUDITED FINANCIAL STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false

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