2024-11-15T08:20:38-06:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 161318395 HERITAGE CHRISTIAN SERVICES FOUNDATION INC HERI 5853402000 275 KENNETH DR 100 ROCHESTER NY 14623 MARK ZAWACKI EXECUTIVE DIRECTOR 5853402000 2024-11-13 1 1 RICHARD LEICHT P01378913 5853811000 2024-10-29 2023 2024-10-15 13:58:12Z MARK ZAWACKI 275 KENNETH DR 100 ROCHESTER NY 14623 5806519 0 X HERITAGECHRISTIANSERVICES.ORG X 1988 NY HERITAGE CHRISTIAN SERVICES AND ITS FOUNDATION BELIEVE THE FINANCIAL SEEDS PLANTED NOW WILL HELP ENSURE A BETTER HARVEST TOMORROW. THAT'S WHY THE FOUNDATION WORKS DILIGENTLY TO RAISE MONEY SO THAT THE AGENCY'S FUTURE IS SECURE. 16 16 0 84 0 0 2114344 3402715 0 0 385685 391474 -45545 -20390 2454484 3773799 613009 4676189 0 0 0 0 0 0 0 732825 871460 1345834 5547649 1108650 -1773850 23290470 24527521 5302625 6451252 17987845 18076269 X THE HERITAGE CHRISTIAN SERVICES FOUNDATION CONTINUES TO RAISE MONEY TO MEET THE NEEDS OF PEOPLE SUPPORTED BY HERITAGE CHRISTIAN SERVICES. THE FOUNDATION HELPS FUND INITIATIVES THAT INCLUDE THE HOMES WITH HEART CAPITAL CAMPAIGN, WORKFORCE SUPPORT, THE EMPLOYER RESOURCE NETWORK, AND QUALITY OF LIFE PROGRAMS FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE HOMES WITH HEART CAMPAIGN WENT PUBLIC IN JUNE 2023 WITH A FUNDRAISING GOAL OF $9.1 MILLION. THE MISSION OF THE CAMPAIGN IS TO INCREASE THE LIVABILITY AND ACCESSIBILITY OF RESIDENTIAL HOMES. MORE THAN HALF OF THE PEOPLE LIVING IN HERITAGE CHRISTIAN SERVICES RESIDENCES HAVE MEDICAL COMPLEXITIES, AND MORE THAN 60% ARE MORE THAN 50 YEARS OLD. HOME MODIFICATIONS ARE ESSENTIAL SO THAT PEOPLE CAN FACE THE CHALLENGES OF AGING WITH DIGNITY AND HAVE UP-TO-DATE SYSTEMS TO ASSIST THEM IN EMERGENCIES. 0 0 4680549 4676189 13681 SUPPORT OF HERITAGE CHRISTIAN SERVICES, INC. (501(C)(3)) 4680549 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X SHADI W SIFAIN 5853402000 275 KENNETH DR ROCHESTER NY 14623 SCOTT LEFEBRE CHAIR 1.00 X X 0 0 0 STEPHANIE SEIFFERT VICE CHAIR 1.00 X X 0 0 0 KEVIN BEST TREASURER 1.00 X X 0 0 0 MIKE OSBORN SECRETARY 1.00 X X 0 0 0 LISA ARRINGTON MEMBER 1.00 X 0 0 0 PAUL D'AIUTOLO MEMBER 1.00 X 0 0 0 PAUL O'LEARY MEMBER 1.00 X 0 0 0 PATRICIA LARRABEE MEMBER 1.00 X 0 0 0 BETSY BRUGG MEMBER 1.00 X 0 0 0 MARY RICHARDSON MEMBER 1.00 X 0 0 0 GEOFF COOK MEMBER 1.00 X 0 0 0 JAMES GOETZ MEMBER 1.00 X 0 0 0 MARIAN TURNER MEMBER 1.00 X 0 0 0 DREW HOSELTON MEMBER 1.00 X 0 0 0 SUZANNE NYE MEMBER 1.00 X 0 0 0 JOSEPH WILSON MEMBER 1.00 X 0 0 0 MARISA GEITNER PRESIDENT/CEO OF HERITAGE 2.00 38.00 X 0 443095 52756 MARK ZAWACKI EXECUTIVE DIRECTOR 24.00 16.00 X 0 215602 59295 0 658697 112051 0 0 1 0 0 1507 185471 3215737 3402715 291070 291070 2020842 1920438 100404 100404 100404 78211 185471 112282 -34071 -34071 POOLED TRUST FEE REVENUE 900099 13681 13681 13681 3773799 13681 0 357403 4676189 4676189 519104 519104 63359 63359 256 256 PUBLIC RELATIONS 225837 225837 OTHER 58544 58544 CONTRIBUTION EXPENSE 4360 4360 5547649 4680549 867100 0 2132029 1280660 427539 864190 379244 367175 14644740 15881391 180329 177509 5526589 5956596 23290470 24527521 11820 0 5290805 6451252 5302625 6451252 X 13418677 13555935 4569168 4520334 17987845 18076269 23290470 24527521 -1773850 1862274 0 X 0 1 X 1 0 X X 1 HERITAGE CHRISTIAN SERVICES INC 222334190 7 1 4676189 0 1 4676189 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART IV, SECTION C, LINE 1 THE FOUNDATION HAS A SEPARATE BOARD OF DIRECTORS FROM HERITAGE CHRISTIAN SERVICES, INC. (HCS), ITS SUPPORTED ORGANIZATION. THE EXECUTIVE DIRECTOR OF THE FOUNDATION IS AN EMPLOYEE OF HCS. COMPENSATION FOR THIS POSITION IS REIMBURSED TO HCS THROUGH A FORMAL MANAGEMENT AGREEMENT BETWEEN THE TWO ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 111778 200 17769 129747 135199 900 -24321 111778 113103 2550 19546 135199 103302 1700 12301 4200 113103 85132 3275 19645 4750 103302 0.54316 0.45684 0 0 0 CLIENT FUNDS 5956596 5956596 CHARITABLE GIFT ANNUITY LIABILITY 9116 CLIENT FUNDS 5956596 DUE TO AFFILIATES 485540 6451252 5748355 1862274 1862274 3886081 -112282 -112282 3773799 5659931 112282 112282 5547649 0 5547649 PART V, LINE 4: THE FUND WILL PROVIDE SCHOLARSHIP ASSISTANCE TO AN EMPLOYEE(S) PURSUING A MASTERS OR DOCTORIAL DEGREE IN A FIELD OF STUDY RELATED TO SERVING PEOPLE WHO HAVE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -112,282. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 112,282. GOLF TOURNAMENT 168460 130550 37910 2000 500 46349 HERITAGE HERO 85522 54921 30601 440 5090 35748 1 9700 9700 22155 263682 185471 78211 2440 5590 104252 112282 -34071 1 HERITAGE CHRISTIAN SERVICES INC 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 222334190 501(C)(3) 4676189 0 OPERATIONAL NEEDS/CAPITAL PROJECTS PART I, LINE 2: GRANTS ARE AWARDED BASED ON NEED OF OPERATING CAPITAL. NEED IS DETERMINED BASED ON REVIEW OF PERIODIC FINANCIAL STATEMENTS. 0 1 0 0 0 0 0 0 0 MARISA GEITNER PRESIDENT/CEO OF HERITAGE 0 329464 0 118056 0 -4425 0 41971 0 10785 0 495851 0 0 MARK ZAWACKI EXECUTIVE DIRECTOR 0 180990 0 44850 0 -10238 0 28792 0 30503 0 274897 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR OF THE HERITAGE CHRISTIAN SERVICES FOUNDATION, INC. IS AN EMPLOYEE OF HERITAGE CHRISTIAN SERVICES, INC., A RELATED ORGANIZATION. COMPENSATION FOR THIS POSITION IS DETERMINED AND PAID BY EXECUTIVE MANAGEMENT OF HERITAGE CHRISTIAN SERVICES, INC. HERITAGE CHRISTIAN SERVICES FOUNDATION, INC. REIMBURSES HERITAGE CHRISTIAN SERVICES, INC. FOR THIS COMPENSATION THROUGH A FORMAL MANAGEMENT AGREEMENT BETWEEN THE TWO ORGANIZATIONS. PART I, LINE 4B MARISA GEITNER PARTICIPATES IN A DEFERRED COMPENSATION PLAN UNDER IRC SECTION 457 (F) ADMINISTERED BY HERITAGE CHRISTIAN SERVICES, INC, A RELATED ORGANIZATION. X 2 FAIR MARKET VALUE 0 1 0 FORM 990 PART III LINE 1 (CONTINUED) UPGRADES AND MODIFICATIONS WILL ENSURE THAT PEOPLE MAY AGE IN PLACE, MAINTAIN THEIR QUALITY OF LIFE, AND RECEIVE END-OF-LIFE CARE IN SETTINGS THAT ARE FAMILIAR, SURROUNDED BY CAREGIVERS THEY KNOW AND TRUST. THE FOUNDATION ALSO HELPS HERITAGE CHRISTIAN SERVICES SUPPORT COMPENSATION TO RETAIN ITS DIRECT SUPPORT STAFF. AS AN INTEGRAL RESOURCE, THE EMPLOYER RESOURCE NETWORK OFFERS SUCCESS COACHES WHO WORK DIRECTLY WITH HERITAGE CHRISTIAN EMPLOYEES TO CONNECT THEM TO RESOURCES TO HELP MITIGATE BARRIERS TO SUCCESSFUL EMPLOYMENT. THE HERITAGE CHRISTIAN SERVICES FOUNDATION IS A PUBLIC FOUNDATION THAT SUPPORTS AND ADVANCES THE MISSION OF HERITAGE CHRISTIAN SERVICES. HERITAGE CHRISTIAN SERVICES PARTNERS WITH THOUSANDS OF PEOPLE THROUGHOUT THE FINGER LAKES AND WESTERN NEW YORK TO ENSURE EVERYONE INCLUDING CHILDREN AND PEOPLE WITH DEVELOPMENTAL DISABILITIES FEELS VALUED AND RESPECTED. THE AGENCY'S 3,700 EMPLOYEES WORK ALONGSIDE PEOPLE WITH DISABILITIES, ENSURING EVERYONE CAN ACHIEVE WHAT IS MEANINGFUL TO THEM. BASED IN ROCHESTER, WITH CONCENTRATIONS IN THE FINGER LAKES AND WESTERN NEW YORK, THE AGENCY IS INNOVATING AND EXPANDING AS THE NEEDS OF THE SURROUNDING COMMUNITY GROW, PROVIDING PROGRAMS THAT PROMOTE HOUSING OPTIONS AND THE SUPPORT WITHIN THEM, IN ADDITION TO PROGRAMS THAT SUSTAIN RELEVANT EMPLOYMENT AND DAY HABILITATION. THE AGENCY WAS RECOGNIZED WITH COMPASS DESIGNATION FOR THE 22ND CONSECUTIVE YEAR, DEMONSTRATING ITS CONSISTENCY AS ONE OF NEW YORK'S TOP SERVICE PROVIDERS FOR PEOPLE WITH DISABILITIES. HERITAGE CHRISTIAN SERVICES HOSTED MANY ENGAGING COMMUNITY EVENTS THROUGHOUT THE YEAR TO BENEFIT THE FOUNDATION. THIS INCLUDED THE HERITAGE HERO RUN + ROLL + STROLL EVENTS HELD AT SEABREEZE AMUSEMENT PARK IN IRONDEQUOIT AND AT BEAVER ISLAND STATE PARK IN GRAND ISLAND, AND THE SHEEP SHEARING FESTIVAL HELD AT SPRINGDALE FARM IN OGDEN. IN 2023, $5.2 MILLION WAS RAISED IN TOTAL DONATIONS FROM ALL FUNDRAISING ACTIVITIES. A SIGNIFICANT PORTION OF THESE FUNDRAISING DOLLARS WERE USED FOR THE AGENCY'S HOMES WITH HEART CAMPAIGN. THIS ONGOING CAPITAL PROJECT WILL ENSURE THAT THE PEOPLE THE AGENCY SUPPORTS CAN CONTINUE TO RECEIVE HIGH-QUALITY CARE IN A FAMILIAR SETTING IN EVERY PHASE OF THEIR LIVES, EVEN THROUGH END-OF-LIFE. AS OF THE END OF 2023, NEARLY $7 MILLION HAD BEEN RAISED TOWARDS THE CAMPAIGN. FUNDS RAISED IN 2023 WERE ALSO USED TO HELP PAY FOR WORKFORCE RECRUITMENT EFFORTS IN BOTH THE FINGER LAKES AND WESTERN NEW YORK. THE BASE STARTING WAGE FOR MOST FRONTLINE PROFESSIONALS WAS RAISED TO $17.80/ HOUR, AND 135 STAFF MEMBERS WERE PROMOTED INTO NEW ROLES. ADDITIONALLY, GRANT FUNDING SECURED BY THE FOUNDATION WAS ALSO GEARED TOWARDS SUPPORTING THE NADSP E-BADGE ACADEMY PILOT PROGRAM, WHICH REWARDS DIRECT CARE WORKERS FOR LEARNING NEW SKILLS WITH ADDITIONAL CERTIFICATIONS THAT ALLOW FOR GREATER ADVANCEMENT OPPORTUNITIES. A TOTAL OF 109 STAFF MEMBERS EARNED CERTIFICATIONS THROUGH THE PROGRAM BY THE END OF 2023. TO FURTHER STRENGTHEN THE FOUNDATION'S FINANCIAL STABILITY AND LONG-TERM IMPACT, HERITAGE CHRISTIAN SERVICES ENCOURAGES PLANNED GIVING AS AN ESSENTIAL PART OF ITS FUNDRAISING STRATEGY. PLANNED GIFTS, SUCH AS BEQUESTS, CHARITABLE GIFT ANNUITIES AND BENEFICIARY DESIGNATIONS, ALLOW DONORS TO MAKE A LASTING DIFFERENCE FOR THE PEOPLE WE SERVE. THESE GIFTS HELP SUSTAIN OUR WORK WELL INTO THE FUTURE, ENABLING US TO RESPOND TO COMMUNITY NEEDS, EXPAND SERVICES, AND ENSURE THE HIGHEST QUALITY OF CARE FOR GENERATIONS TO COME. BY INCLUDING PLANNED GIVING AS A KEY COMPONENT, THE FOUNDATION INVITES SUPPORTERS TO LEAVE A LEGACY THAT ALIGNS WITH THEIR VALUES AND COMMITMENT TO THE HERITAGE CHRISTIAN MISSION. WE ARE GRATEFUL FOR OUR GENEROUS SUPPORTERS, WHO DEMONSTRATE THEIR SUPPORT OF OUR MISSION THROUGH THE AGENCY'S ANNUAL FUNDRAISING APPEALS, ATTENDANCE AT EVENTS, AND INCLUSION OF THE AGENCY AS A BENEFICIARY OF THEIR WILL OR TRUST, RETIREMENT PLANS AND INSURANCE. THE HERITAGE CHRISTIAN SERVICES FOUNDATION CONTINUES TO GROW TO SERVE EVEN MORE PEOPLE IN NEED OF SUPPORTS AND SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FULL BOARD OF DIRECTORS PRIOR TO SUBMITTING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED UPON HIRE WITH THE FOUNDATION AND ON AN ANNUAL BASIS THEREAFTER. BOARD MEMBERS, MANAGEMENT AND KEY EMPLOYEES ARE REQURIED TO COMPLETE AND SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT ANNUALLY AND NOTIFY THE FOUNDATION OF ANY POSSIBLE CONFLICTS. THE CORPORATE COMPLIANCE OFFICER AND EXECUTIVE TEAM REVIEW THE ACKNOWLEDGEMENTS FOR CONFLICTS AND NOTIFY THE BOARD OF DIRECTORS ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 A HIGH LEVEL FINANCIAL PICTURE IS PROVIDED IN THE HERITAGE CHRISTIAN SERVICES ANNUAL REPORT WHICH IS AVAILABLE TO THE GENERAL PUBLIC. OTHER FINANCIAL DATA IS AVAILABLE UPON REQUEST AND ON A NEED TO KNOW BASIS. THE FORM 990 IS THE PRIMARY DELIVERABLE OF FINANCIAL INFORMATION. HERITAGE CHRISTIAN SERVICES INC 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 222334190 PROVIDE HOUSING AND SUPPORTIVE ASSISTANCE TO INDIVIDUALS W/DISABILITIES NY 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0