Heritage Oaks Healthcare Inc, Heritage Oaks Estate in Baton Rouge, Louisiana (LA)

Heritage Oaks Healthcare Inc, Heritage Oaks Estate
Employer Identification Number (EIN)	721430875
Name of Organization	Heritage Oaks Healthcare Inc
Secondary Name	Heritage Oaks Estate
In Care of Name	Richard T Daspit Sr
Address	Local, Baton Rouge, LA 70835-0018
Subsection	Charitable Organization
Ruling Date	01/1999
Deductibility	Contributions are deductible
Foundation	Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2002
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount	$4,974,791
Amount of Income	$2,455,709
Form 990 Revenue Amount	$2,455,709
National Taxonomy of Exempt Entities (NTEE)	Health - General and Rehabilitative: Nursing, Convalescent Facilities

Non-representatives - add comments:

Amount of income in 2002: $2,455,709

This organization:	$2,455,709
Other organizations performing similar types of work:	$11,707,129

Assets in 2002: $4,974,791

This organization:	$4,974,791
Other organizations performing similar types of work:	$11,423,990

Expenses in 2002: $2,523,379

This organization:	$2,523,379
Other organizations performing similar types of work:	$11,163,060

Income to expenses ratio in 2002: 1.0

This organization:	1.0
Other organizations performing similar types of work:	1.0

Expenses allocated to program services in 2002: 90.7%

Heritage Oaks Healthcare Inc, Heritage Oaks Estate:	90.7%
Other organizations performing similar types of work:	87.7%

Number of employees in 2002: 80

Heritage Oaks Healthcare Inc, Heritage Oaks Estate:	80
Other organizations performing similar types of work:	246

Employees paid over $50,000 in 2002: 2.5%

Heritage Oaks Healthcare Inc, Heritage Oaks Estate:	2.5%
Other organizations performing similar types of work:	5.7%

Grants share in income in 2002: 0.0%

Heritage Oaks Healthcare Inc, Heritage Oaks Estate:	0.0%
Other organizations performing similar types of work:	1.3%

Financial snapshot ($)

Revenue for 2002

Assets at end of 2002

Expenses for 2002

Functional Expenses for 2002 ($)

Income-Producing Activities for 2002

	2000	2001	2002
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$2,502,407	$2,528,724	$2,455,709
Contributions, gifts, grants, and similar amounts received	$0	$0	$0
Contributions to donor advised funds
Direct public support	$0	$0	$0
Indirect public support	$0	$0	$0
Government contributions (grants)	$0	$0	$0
Program service revenue including government fees and contracts	$2,424,850	$2,488,978	$2,426,361
Membership dues and assessments	$0	$0	$0
Interest on savings and temporary cash investments	$69,615	$36,863	$26,591
Dividends and interest from securities	$0	$0	$0
Net rental income or (loss)	$0	$0	$0
Gross rents	$0	$0	$0
Less: rental expenses	$0	$0	$0
Other investment income	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$0	$0	$0
Gross amount from sales of assets other than inventory	$0	$0	$0
Less: cost or other basis and sales expenses	$0	$0	$0
Net income or (loss) from special events and activities	$0	$0	$0
Gross revenue	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0
Less: cost of goods sold	$0	$0	$0
Other revenue	$7,942	$2,883	$2,757
Total expenses	$3,179,716	$3,043,046	$2,523,379
Program services	$2,645,780	$2,726,513	$2,288,076
Management and general	$533,936	$316,533	$235,303
Fundraising	$0	$0	$0
Payments to affiliates	$0	$0	$0
Net assets or fund balances at end of year	$-1,155,549	$-1,667,801	$-1,729,737
Excess or (deficit) for the year	$-677,309	$-514,322	$-67,670
Net assets or fund balances at beginning of year	$-486,772	$-1,155,549	$-1,667,801
Other changes in net assets or fund balances	$8,532	$2,070	$5,734

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2002)
Total functional expenses	$2,523,379	$2,288,076	$235,303	$0
Grants paid from donor advised funds
Other grants and allocations		$0
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above	$1,344,368	$1,219,007	$125,361	$0
Pension plan contributions not included above	$0	$0	$0	$0
Employee benefits not included above	$99,515	$90,235	$9,280	$0
Payroll taxes	$87,202	$79,070	$8,132	$0
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$0	$0	$0	$0
Legal fees	$0	$0	$0	$0
Supplies	$83,568	$75,775	$7,793	$0
Telephone	$0	$0	$0	$0
Postage and shipping	$0	$0	$0	$0
Occupancy	$96,120	$87,157	$8,963	$0
Equipment rental and maintenance	$0	$0	$0	$0
Printing and publications	$0	$0	$0	$0
Travel	$0	$0	$0	$0
Conferences, conventions, and meetings	$0	$0	$0	$0
Interest	$305,721	$277,213	$28,508	$0
Depreciation, depletion, etc.	$185,284	$168,006	$17,278	$0
Other expenses not covered above	$321,601	$291,613	$29,988	$0

	2000	2001	2002
Balance Sheets
Total assets	$5,461,581	$5,021,593	$4,974,791
Cash - non-interest-bearing	$0	$0	$0
Savings and temporary cash investments	$65,743	$47,367	$48,435
Accounts receivable less allowance for doubtful accounts	$197,221	$142,442	$179,375
Pledges receivable less allowance for doubtful accounts	$0	$0	$0
Grants receivable	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts	$0	$0	$0
Inventories for sale or use	$0	$0	$0
Prepaid expenses and deferred charges	$60,175	$18,758	$34,045
Investments - publicly-traded securities
Investments - other securities	$0	$0	$0
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$0
Investments - other	$0	$0	$0
Land, buildings, and equipment less accumulated depreciation	$3,057,137	$2,900,218	$2,736,320
Other assets, including program-related investments	$2,081,305	$1,912,808	$1,976,616
Total liabilities	$6,617,130	$6,689,394	$6,704,528
Accounts payable and accrued expenses	$773,257	$396,834	$393,368
Grants payable	$0	$0	$0
Deferred revenue	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0
Tax-exempt bond liabilities	$4,440,000	$4,385,000	$0
Mortgages and other notes payable	$290,481	$282,909	$4,605,091
Other liabilities	$1,113,392	$1,624,651	$1,706,069
Total liabilities and net assets/fund balances	$5,461,581	$5,021,593	$4,974,791
Total net assets or fund balances	$-1,155,549	$-1,667,801	$-1,729,737

	2000	2001	2002
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$2,502,407	$2,528,724	$2,455,709
Total revenue, gains, and other support per audited financial statements	$2,510,939	$2,530,794	$2,461,353
Other expenses	$8,532	$2,070	$5,644
Net unrealized gains on investments	$8,532	$2,070	$5,644
Donated services and use of facilities	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0
Other	$0	$0	$0
Other revenue	$0	$0	$0
Investment expenses	$0	$0	$0
Other	$0	$0	$0

	2000	2001	2002
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$3,179,716	$3,043,046	$2,523,379
Total expenses and losses per audited financial statements	$3,179,716	$3,043,046	$2,523,379
Other revenue	$0	$0	$0
Donated services and use of facilities	$0	$0	$0
Prior year adjustments	$0	$0	$0
Losses	$0	$0	$0
Other	$0	$0	$0
Other expenses	$0	$0	$0
Investment expenses	$0	$0	$0
Other	$0	$0	$0

Current Officers, Directors, Trustees, and Key Employees

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	Yes
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 2006	80

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2002)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$0		$29,348	$2,426,361
Program service revenue
Program service revenue 1	000000	$0	00	$0	$2,426,361
Program service revenue 2	000000	$0	00	$0	$0
Program service revenue 3	000000	$0	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$0
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$26,591	$0
Dividends and interest from securities	000000	$0	00	$0	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	00	$0	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	Section 501(c)(3) organization - Income from an activity carried on primarily for the convenience of the organization's members, students, patients, visitors, officers, or employees (hospital parking lot or museum cafeteria, for example) (section 513(a)(2))	$2,757	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2002)
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2002)
$56,154	$0	$0
$53,205	$0	$0
$0	$0	$0
$0	$0	$0
$0	$0	$0

Total number of other employees paid over $50,000	0

Total number of other employees paid over $50,000

Statements About Activities (for 2002)
Expenses paid or incurred in connection with the lobbying activities	$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	Organization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees

	1999	2000	2001
Support Schedule
Total	$2,470,531	$0	$2,868,387
Gifts, grants, and contributions received	$0	$0	$0
Membership fees received	$2,457,513	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$2,828,641
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$9,536	$0	$36,863
Net income from unrelated business activities not included above	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0
Other income	$3,482	$0	$2,883

Lobbying Expenditures by Electing Public Charities (for 2002)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Commcare Corporation, Columns Community Care Center	601 Poydras St Ste 2755, New Orleans, LA 70130-6047	LA	1984-05	$74,048,057
2	Chateau De Notre Dame	1000 Howard Avenue 10th Floor, New Orleans, LA 70113-1903	LA	1946-03	$31,378,190
3	St Monica Manor	701 Lansdale Ave, Lansdale, PA 19446-2958	PA	1946-03	$18,161,001
4	Prompt Succor Nursing Home	954 E Prudhomme St, Opelousas, LA 70570-8239	LA	1946-03	$8,045,123
5	Lafourche Home For The Aged & Infirm Inc	1002 Tiger Dr, Thibodaux, LA 70301-6634	LA	1959-11	$5,392,422
6	Lafon Home Of The United Methodist Church	3233 1/2 St Bernard Ave Suite A, New Orleans, LA 70122	LA		$2,557,206
7	Heritage Oaks Healthcare Inc, Heritage Oaks Estate	Local, Baton Rouge, LA 70835-0018	LA	1999-01	$2,455,709
8	Foundation Health Services Inc, Southern Healthcare Systems Inc	PO BOX 40018, Baton Rouge, LA 70835-0018	LA	1988-06	$164,223
9	St Anne Home	685 Angela Dr, Greensburg, PA 15601-2655	PA	1946-03	$21,449,477
10	American Health Foundation Inc, Ahf-Montgomery Inc	5920 Venture Dr Ste 200, Dublin, OH 43017-2237	OH	2014-07	$20,217,499
11	Virginia Mennonite Home Inc	1501 Virginia Ave, Harrisonburg, VA 22802-2452	VA	1955-10	$19,155,128
12	St John Of God Retirement And Care Center	2468 S St Andrews Pl, Los Angeles, CA 90018-2042	CA	1953-10	$18,286,897
13	St Vincent De Paul Residence	900 Intervale Ave, Bronx, NY 10459-4240	NY	1946-03	$15,725,243
14	Willowood Of Williamstown Inc	PO BOX 2489, Pittsfield, MA 01202-2489	MA	2000-11	$14,231,535
15	Seacoast Nursing And Rehabilitation Center Inc	680 S 4th St, Louisville, KY 40202-2407	KY	1997-05	$14,051,315
16	The Mary Wade Home Incorporated	118 Clinton Ave, New Haven, CT 06513-3100	CT	1934-06	$13,929,811
17	West View Manor Inc, West View Manor Retirement Ctr	1715 Mechanicsburg Rd, Wooster, OH 44691-2640	OH	1989-04	$13,677,890
18	Ahf-Kentucky-Iowa Inc	5920 Venture Dr Ste 200, Dublin, OH 43017-2237	OH	2014-07	$13,262,711
19	Spring River Christian Village Inc 3600 E Third	201 S Northpark Ln, Joplin, MO 64801-8426	MO	1985-03	$12,870,141
20	Wittenberg Lutheran Village Inc	1200 Luther Dr, Crown Point, IN 46307-5043	IN	1974-09	$12,792,424

Number of organizations performing similar types of work

Alabama	4
Arkansas	12
Arizona	2
California	18
Colorado	2
Connecticut	11
District of Columbia	1
Delaware	1
Florida	13
Georgia	11
Iowa	13
Idaho	1
Illinois	16
Indiana	6
Kansas	7
Kentucky	8
Louisiana	7
Massachusetts	27
Maryland	10
Maine	4
Michigan	11
Minnesota	20
Missouri	18

Mississippi	3
North Carolina	6
North Dakota	9
Nebraska	1
New Hampshire	1
New Jersey	23
New Mexico	1
New York	89
Ohio	29
Oklahoma	3
Oregon	1
Pennsylvania	43
Rhode Island	5
South Carolina	2
South Dakota	2
Tennessee	11
Texas	8
Utah	1
Virginia	11
Vermont	3
Washington	4
Wisconsin	13

Total

492

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