Nonprofit · EIN 26-1590078
HERITAGE MINISTRIES MANAGEMENT COMPANY INC
Tax-exempt · GERRY, NY 14740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,297,101 | $7,299,178 | -$2,077 | $3,883,121 | $3,881,776 | $1,345 |
| December 31, 2023 | 990 | $8,613,766 | $8,613,766 | $0 | $1,984,724 | $1,981,301 | $3,423 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $50
- Program service revenue
- $7,195,871
- Investment income
- $341
- Other revenue
- $100,839
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,109,644
- Other salaries and wages
- $4,082,082
- Salaries, compensation and benefits (total)
- $6,360,804
- Professional fundraising fees
- $0
- Legal fees
- $59,267
- Accounting fees
- $171,705
- Occupancy
- $60,958
- Travel
- $29,501
- Depreciation
- $57,222
- Program services (functional)
- $7,299,178
Balance sheet and other
- Total assets, start of year
- $1,984,724
- Total assets, end of year
- $3,883,121
- Total liabilities, end of year
- $3,881,776
- Net assets, end of year
- $1,345
- Land, buildings and equipment
- $141,226
- Net assets without donor restrictions
- $1,345
- Gross receipts
- $7,297,101
- Employees
- 88
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- NY
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lisa Haglund | President & CEO Officer | 39 | $337,676 | $0 | $22,728 |
| Mark Wilcox | Chief Information Officer Officer | 39 | $196,526 | $0 | $22,184 |
| Lisa Ressman | Chief Financial Officer Officer | 39 | $200,294 | $0 | $13,619 |
| Danielle Bozich | Chief Human Resources Officer Officer | 39 | $190,268 | $0 | $17,794 |
| Samuel Hill | Chief of Mission Advancement Officer | 39 | $184,880 | $0 | $21,998 |
| Robin DiGregorio | Regional Nursing Home Administrator Highest-paid employee | 39 | $160,278 | $0 | $15,080 |
| Richard Whitver | Managing Pharmacist Highest-paid employee | 0 | $0 | $160,634 | $2,161 |
| Matthew Boswell | Director of Regulatory and Budget Highest-paid employee | 39 | $147,109 | $0 | $9,949 |
| Kerstin Wyman | Director of Sales and Business Development Highest-paid employee | 39 | $135,203 | $0 | $9,656 |
| Tracy Nelson | Vice President of Human Resources Highest-paid employee | 39 | $130,670 | $0 | $2,914 |
| Honna Curtis | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Walter Fleming | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susan Wilston | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susanne Mohnkern | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Judy Rich | Board Member Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peter Stark | Chair Trustee or director, Officer | 1 | $0 |
| Mary Ann Spanos | Vice Chair Trustee or director, Officer | 1 | $0 |
| Gregory Fernandez | Secretary/Treasurer Trustee or director, Officer | 1 | $0 |
| Pamela Noll | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lisa Haglund | President & CEO Officer | 39 | $307,380 | $0 | $22,142 |
| Meghan Aldrich | Chief Operating Officer Officer | 39 | $256,426 | $0 | $4,071 |
| Mark Wilcox | Chief Information Officer Officer | 39 | $182,939 | $0 | $21,518 |
| Danielle Bozich | Chief Human Resources Officer Officer | 39 | $181,081 | $0 | $12,802 |
| Samuel Hill | Chief of Mission Advancement Officer | 39 | $157,479 | $0 | $17,925 |
| Robin DiGregorio | Regional Nursing Home Administrator Highest-paid employee | 39 | $152,678 | $0 | $14,843 |
| Matthew Boswell | Vice President of Finance Highest-paid employee | 39 | $154,219 | $0 | $9,903 |
| Richard Whitver | Managing Pharmacist Highest-paid employee | 0 | $0 | $160,525 | $2,566 |
| Kathy Wetherell | RN Supervisor Highest-paid employee | 0 | $0 | $127,527 | $16,440 |
| Tracy Nelson | Vice President of Human Resources Highest-paid employee | 39 | $127,206 | $0 | $2,933 |
| Paul DeSantis | Chief Financial Officer Officer | 39 | $114,509 | $0 | $6,286 |
| Lisa Ressman | Chief Financial Officer Officer | 39 | $36,586 | $0 | $1,212 |
| Honna Curtis | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Walter Fleming | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susan Wilston | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Susanne Mohnkern | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Joanne Smikle | Board Member Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4600 ROUTE 60, GERRY, NY 14740-9562
- In care of
- % DAVID SMELTZER
- Principal officer (990 for 2024)
- LISA HAGLUND, 4600 ROUTE 60, GERRY, NY 14740
- Signed the 990
- Lisa Haglund, President & CEO
- Phone
- (716) 487-6800
- Website
- WWW.HERITAGE1886.ORG
Mission
TO SERVE OTHERS THROUGH CHRIST-CENTERED MINISTRIES WHICH PROMOTE HOPE, DIGNITY, AND PURPOSEFUL LIVING
Program accomplishments
- ACCOUNTING AND ADMINISTRATIVE SERVICESExpenses $7,299,178 · revenue $7,296,710
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1590078
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $3,883,121
- Income (IRS master file)
- $7,297,101
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,297,101 | $7,299,178 | $3,883,121 | IRS |
| 990 | December 2023 | $8,613,766 | $8,613,766 | $1,984,724 | XML |
| 990 | December 2022 | $7,894,717 | $7,894,717 | $1,852,898 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 26-1590078).
Questions about HERITAGE MINISTRIES MANAGEMENT COMPANY INC
- What is the EIN of HERITAGE MINISTRIES MANAGEMENT COMPANY INC?
- The employer identification number (EIN) of HERITAGE MINISTRIES MANAGEMENT COMPANY INC is 26-1590078.
- Is HERITAGE MINISTRIES MANAGEMENT COMPANY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to HERITAGE MINISTRIES MANAGEMENT COMPANY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HERITAGE MINISTRIES MANAGEMENT COMPANY INC 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 HERITAGE MINISTRIES MANAGEMENT COMPANY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE MINISTRIES MANAGEMENT COMPANY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HERITAGE MINISTRIES MANAGEMENT COMPANY INC?
- The 990 for the year ended December 31, 2024 names LISA HAGLUND.
- Who are the officers and directors of HERITAGE MINISTRIES MANAGEMENT COMPANY INC?
- The 990 for the year ended December 31, 2024 lists 19 people; 9 received compensation from the organization, the highest $337,676 (Lisa Haglund, President & CEO).
- How much revenue does HERITAGE MINISTRIES MANAGEMENT COMPANY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,297,101, expenses of $7,299,178 and total assets of $3,883,121 at year end.
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- GERRY CEMETERY ASSOCIATION EIN 82-5255107 · last filed 990-N for 2025
- HERITAGE MINISTRIES CHARITABLE CARE NETWORK INC EIN 26-1454957 · last filed 990-N for 2025
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- LOVING EDUCATION AT HOME EIN 47-4985966 · last filed 990-N for 2025
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