2021-11-12T11:04:15-06:00 2020-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2020-01-01 161318395 HERITAGE CHRISTIAN SERVICES FOUNDATION INC HERI 5853402000 275 KENNETH DR NO 100 ROCHESTER NY 14623 MARK ZAWACKI EXECUTIVE DIRECTOR 5853402000 2021-11-11 1 MARK ZAWACKI 999009999 RICHARD LEICHT P01378913 5853811000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK ZAWACKI 275 KENNETH DR NO 100 ROCHESTER NY 14623 1639172 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 17 0 0 903560 1019259 0 0 579167 381915 -103299 -16525 1379428 1384649 634810 455123 0 0 0 0 0 0 42014 418768 446080 1053578 901203 325850 483446 17942646 20627346 3669906 4796974 14272740 15830372 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 WORKFORCE AND TALENT RETENTION, THE WESTERN NEW YORK EMPLOYER RESOURCE NETWORK AND THE HOMES WITH HEART PROJECT. THE FOUNDATION HELPS HERITAGE CHRISTIAN SERVICES SUPPORT COMPENSATION TO RETAIN 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 BUILD AND SUSTAIN HEALTHY LIVES. WITH AN IMMEDIATE SAFETY CONCERN, HOMES WITH HEART AIMS TO INCREASE THE LIVABILITY AND ACCESSIBILITY OF RESIDENTIAL HOMES. MORE THAN HALF OF THE PEOPLE WHO CHOOSE OUR SUPPORTS ARE LIVING WITH 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 EQUITY AND EVACUATE SAFELY IN AN EMERGENCY. 0 0 470428 455123 15148 SUPPORT OF HERITAGE CHRISTIAN SERVICES, INC. (501(C)(3)) 470428 1 1 0 0 0 1 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 0 0 0 0 0 1 0 0 0 1 3 0 0 0 0 0 0 0 1 1 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 DANIEL ROSS 5853402000 275 KENNETH DR ROCHESTER NY 14623 GEOFF COOK MEMBER 1.00 X 0 0 0 BILL FREEMAN MEMBER 1.00 X 0 0 0 PAUL O'LEARY MEMBER 1.00 X 0 0 0 SCOTT LEFEBRE TREASURER 1.00 X X 0 0 0 RAY ISAAC MEMBER 1.00 X 0 0 0 RICK KASPERSKI CHAIR 1.00 X X 0 0 0 RICHARD MARCHESE MEMBER 1.00 X 0 0 0 REECE MCKENZIE VICE CHAIR 1.00 X X 0 0 0 MIKE OSBORN SECRETARY 1.00 X X 0 0 0 MARIAN TURNER MEMBER 1.00 X 0 0 0 STEPHANIE SEIFFERT MEMBER 1.00 X 0 0 0 DREW HOSELTON MEMBER 1.00 X 0 0 0 BETSY BRUGG MEMBER 1.00 X 0 0 0 KEVIN BEST MEMBER 1.00 X 0 0 0 GLEN SKALNY MEMBER 1.00 X 0 0 0 SUZANNE NYE MEMBER 1.00 X 0 0 0 LISA ARRINGTON MEMBER 1.00 X 0 0 0 MARISA GEITNER PRESIDENT/CEO OF HERITAGE 2.00 38.00 X 0 379446 51504 MARK ZAWACKI EXECUTIVE DIRECTOR 24.00 16.00 X 0 197577 50590 0 577023 102094 0 0 1 0 0 4629 268257 746373 1019259 291837 291837 291853 201775 90078 90078 90078 21075 268257 52748 -31673 -31673 POOLED TRUST FEE REVEN 900099 15148 15148 15148 1384649 15148 0 350242 455123 455123 354991 354991 10943 10943 1558 1558 OTHER 63283 21269 42014 CONTRIBUTION EXPENSE 15305 15305 901203 470428 388761 42014 346631 517239 93256 85835 0 411720 401484 500 0 12497562 13882618 987655 949331 3605322 4790839 17942646 20627346 19372 13873 3650534 4783101 3669906 4796974 X 12767106 14196766 1505634 1633606 14272740 15830372 17942646 20627346 483446 1074186 0 X X 0 1 X 1 0 X X 1 HERITAGE CHRISTIAN SERVICES INC 222334190 7 1 455123 0 1 455123 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 14 146294 128103 1125906 1 1 0 103302 1700 12301 4200 113103 85132 3275 19645 4750 103302 92128 3500 -7337 3159 85132 81326 2350 12452 4000 92128 74860 4050 6166 3750 81326 0.59000 0.41000 0 0 0 CLIENT FUNDS 4774420 DUE FROM AFFILIATES 16419 4790839 CHARITABLE GIFT ANNUITY LIABILITY 8681 CLIENT FUNDS 4774420 4783101 2511583 1074186 1074186 1437397 -52748 -52748 1384649 953951 52748 52748 901203 0 901203 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 -52,748. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 52,748. STRONGER TOGETHER VIRTUAL RACE 141154 141154 660 13757 ROCHESTER GOLF TOURNAMENT 123335 102260 21075 1500 5749 24173 2 24843 24843 6909 289332 268257 21075 1500 6409 44839 52748 -31673 1 HERITAGE CHRISTIAN SERVICES INC 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 222334190 501(C)(3) 455123 OPERATIONAL 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 295818 0 99190 0 -15562 0 36600 0 14904 0 430950 0 0 MARK ZAWACKI EXECUTIVE DIRECTOR 0 165256 0 38201 0 -5880 0 26441 0 24149 0 248167 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. FORM 990 PART III LINE 1 (CONTINUED) UPGRADES AND MODIFICATIONS WILL ENSURE THAT RESIDENTS MAY AGE IN PLACE, MAINTAIN THEIR QUALITY OF LIFE AND RECEIVE END-OF-LIFE CARE. 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 ROCHESTER AND BUFFALO-NIAGARA AREAS TO ENSURE EVERYONE INCLUDING CHILDREN AND PEOPLE WITH DEVELOPMENTAL DISABILITIES FEELS VALUED AND RESPECTED. MOST OF THE AGENCY'S 3,000+ EMPLOYEES WORK TO SUPPORT PEOPLE SO THEY CAN FIND THE BEST PLACE TO LIVE AND WORK AND BUILD STRONG COMMUNITY CONNECTIONS, THROUGH RESIDENTIAL SUPPORT, RESPITE, COMMUNITY HABILITATION AND EMPLOYMENT SUPPORTS. OTHER EMPLOYEES WORK WITH CHILDREN AT EXPRESSIVE BEGINNINGS CHILD CARE. THE AGENCY IS ALSO KNOWN FOR COMMUNITY IMPACT PROGRAMS THAT ADDRESS HEALTH AND WELLNESS, EDUCATION AND SELF-EMPOWERMENT. TOGETHER, THOSE PROGRAMS TOUCH THE LIVES OF THOUSANDS OF PEOPLE ANNUALLY. FOR MORE INFORMATION, VISIT HERITAGECHRISTIANSERVICES.ORG. HAVING EARNED THE COMPASS DESIGNATION FOR THE 19TH CONSECUTIVE YEAR, HCS IS CONSISTENTLY RECOGNIZED AS ONE OF NEW YORK'S TOP SERVICE PROVIDERS FOR PEOPLE WITH DISABILITIES. IN 2020, WITHOUT IN-PERSON EVENTS EXCEPT THE HCS GOLF CLASSIC, WE NEVERTHELESS GAVE DONORS EXCITING ONLINE AND VIRTUAL OPPORTUNITIES TO CONNECT WITH AND SUPPORT HERITAGE CHRISTIAN SERVICES. WE LAUNCHED AN EMERGENCY FUND CAMPAIGN BY CREATING A STRONGER TOGETHER VIRTUAL FUNDRAISER, AND WE TRANSFORMED OUR ANNUAL HERITAGE HERO RUN + STROLL + ROLL EVENT INTO A VIRTUAL RACE. IN THE COURSE OF THE YEAR, WE RAISED $1,800,000 THROUGH FUNDRAISING AND GRANTS. A PORTION OF THE FUNDS RAISED IN 2020 WAS USED TO HELP PAY FOR SALARY INCREASES FOR DIRECT SUPPORT STAFF AND FOR WORKFORCE RECRUITMENT EFFORTS FROM ROCHESTER TO BUFFALO. THE FOUNDATION'S ANNE WOLF FUND SUPPORTS AGENCY PROGRAMS IN THE BUFFALO NIAGARA REGION. WE APPRECIATE OUR GENEROUS SUPPORTERS WHO DONATE THROUGH THE AGENCY'S ANNUAL APPEAL, ATTEND EVENTS AND INCLUDE THE AGENCY AS A BENEFICIARY OF THEIR WILL OR TRUST, RETIREMENT PLANS AND INSURANCE. THE 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. FORM 990 PART XII LINE 2C NO CHANGES IN PROCESS FROM PRIOR YEAR 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 1 1 0 1 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0