2025-11-13T13:53:51-06:00 2025-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2024-07-01 251442838 HERITAGE COMMUNITY INITIATIVES HERI 4123510535 820 BRADDOCK AVENUE BRADDOCK PA 15104 PAULA G MCWILLIAMS PRESIDENT AND CEO 4123510535 2025-11-13 1 0 AMY C LEWIS P01360302 4124715500 2024 2025-03-06 01:10:19Z PAULA G MCWILLIAMS 820 BRADDOCK AVENUE BRADDOCK PA 15104 6724044 0 X WWW.HERITAGESERVES.ORG X 1983 PA HERITAGE COMMUNITY INITIATIVES IS A COMMUNITY-BASED NON-PROFIT DEDICATED TO SUPPORTING THE NEEDS OF UNDERSERVED FAMILIES THROUGH SERVICES IN EDUCATION, TRANSPORTATION, NUTRITION, AND COMMUNITY ENGAGEMENT. 11 11 72 11 0 0 5216399 5658707 201517 754206 59250 123062 158842 188069 5636008 6724044 0 0 0 0 2744753 2997669 0 60000 334995 3086168 2962637 5830921 6020306 -194913 703738 3536415 4259372 806395 794728 2730020 3464644 X HERITAGE COMMUNITY INITIATIVES IS A PENNSYLVANIA NON-PROFIT ORGANIZATION FOUNDED IN 1983. THE MISSION OF HERITAGE COMMUNITY INITIATIVES IS TO ENABLE INDIVIDUALS AND ORGANIZATIONS TO IMPROVE HEALTH, EDUCATION, ECONOMIC STRENGTH, AND SOCIAL VITALITY IN THEIR COMMUNITIES. 0 0 2958543 253237 HERITAGE COMMUNITY INITIATIVES IS HONORED TO CELEBRATE OUR FOURTH DECADE OF SERVING FAMILIES IN 80 COMMUNITIES WITHIN EASTERN ALLEGHENY COUNTY THROUGH OUR EDUCATION, TRANSPORTATION, AND NUTRITION PROGRAMS:EDUCATION - EACH YEAR, HERITAGE COMMUNITY INITIATIVES PROVIDES HIGHLY ACCREDITED ACADEMICALLY-BASED EARLY LEARNING AND OUT-OF-SCHOOL TIME PROGRAMMING FOR OVER 300 AT RISK CHILDREN. 1614508 9411 TRANSPORTATION - HERITAGE COMMUNITY TRANSPORTATION, A FIXED-ROUTE TRANSIT SERVICE IN OPERATION FOR 20 YEARS, PROVIDES NEARLY 8,000 RIDES EACH MONTH FOR RESIDENTS IN LARGELY TRANSIT-ISOLATED COMMUNITIES. HERITAGE COMMUNITY INITIATIVES IS THE ONLY HUMAN SERVICES NONPROFIT IN THE COMMONWEALTH DESIGNATED AS A PROVIDER OF PUBLIC TRANSPORTATION. 758215 491558 NUTRITION - MORE THAN 100,000 MEALS ARE SERVED EACH YEAR BY OUR NUTRITION SERVICES WHICH PROVIDES SOLUTIONS IN MEAL PLANNING, ORDERING, PREPARATION, AND DELIVERY WHILE CREATING HEALTHY OPTIONS FOR YOUTH AND SENIOR POPULATIONS. 5331266 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X KARLY THREETS 4123510535 820 BRADDOCK AVENUE BRADDOCK PA 15104 DAVID GUMPHER TRUSTEE 1.00 X 0 0 0 DR STANLEY HERMAN TRUSTEE 1.00 X 0 0 0 WILLIAM BARRON TRUSTEE 1.00 X 0 0 0 MARY JO GUERCIO EDD BOARD SECRETARY 1.00 X X 0 0 0 DAVID MASSARO BOARD CHAIR 1.00 X X 0 0 0 RICHARD BUTLER TRUSTEE 1.00 X 0 0 0 JOHN STOCKHAUSEN TREASURER 1.00 X X 0 0 0 JASON YARBROUGH TRUSTEE 1.00 X 0 0 0 AMY NIXON TRUSTEE 1.00 X 0 0 0 DR EZZ-ELDIN MOUKAMAL TRUSTEE 1.00 X 0 0 0 GRANT FLEMING TRUSTEE 1.00 X 0 0 0 PAULA G MCWILLIAMS PRESIDENT/CEO 40.00 X 173785 0 22609 173785 0 22609 1 0 1 0 0 4251786 1406921 5658707 CONTRACTED MEALS 624210 491558 491558 TUITION/PARENT FEES 624410 253237 253237 FARE REVENUE - PASSES 480000 9411 9411 754206 14114 14114 133982 0 133982 133982 133982 108948 0 108948 108948 108948 OTHER INCOME 900099 54087 54087 54087 6724044 808293 0 257044 197341 175733 9125 12483 2359845 2101462 109113 149270 213706 186125 14929 12652 226777 197509 15842 13426 44770 33040 3763 7967 21910 16170 1841 3899 60000 60000 304590 269070 30641 4879 175829 166911 6284 2634 104460 95562 5848 3050 240257 154863 81155 4239 62129 45762 16073 294 85604 60961 24643 84578 74429 5920 4229 CONTRACTED TRANSPORTATI 1193266 1184981 8285 CHILDREN'S NUTRITION 403538 403538 MATERIALS AND SUPPLIES 172331 147015 7993 17323 SCHOLARSHIPS 16500 16500 52875 18135 12590 22150 6020306 5331266 354045 334995 460263 1295555 325786 352025 567557 355067 4917 6630 23496 9686 12700 1707849 821126 787253 886723 1174979 1215188 199344 118618 3536415 4259372 407040 407964 190522 256290 208833 130474 806395 794728 X 1528125 1714830 1201895 1749814 2730020 3464644 3536415 4259372 703738 30886 0 X 0 1 X 1 0 X 3776647 3920551 4370882 5216399 5658707 22943186 3776647 3920551 4370882 5216399 5658707 22943186 620334 22322852 157653 151152 167311 180571 242930 899617 26043 3700 2119 54559 54087 140508 23983311 1409573 0.93080 0.92810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 26,043. 2021 AMOUNT: $ 3,700. 2022 AMOUNT: $ 2,119. 2023 AMOUNT: $ 54,559. 2024 AMOUNT: $ 54,087. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1174979 149011 -108802 1215188 1101265 174848 -101144 1174979 1173547 27621 99903 1101265 1210900 25481 62834 1173547 1117984 201322 108406 1210900 0.16458 0.65833 0.17709 0 0 18200 18200 1561159 755870 805289 128490 65256 63234 886723 SECURITY DEPOSIT 501 FINANCING LEASE LIABILITY 6156 OPERATING LEASE LIABILITY 123817 130474 6754930 30886 30886 6724044 0 6724044 6020306 0 6020306 0 6020306 PART V, LINE 4: THE PERMANENT ENDOWMENT FUNDS THE 4 KIDS EARLY LEARNING PROGRAM. PER THE ENDOWMENT, HERITAGE COMMUNITY INITIATIVES IS ALLOWED UP TO SEVEN PERCENT OF THE AVERAGE FAIR MARKET VALUE OF THE INVESTMENT ACCOUNT OVER THE IMMEDIATELY PRECEDING THREE YEARS TO BE APPLIED TO THE EXPENSES OF THE 4 KIDS EARLY LEARNING PROGRAM. X X X X 1 SHARP END CONSULTING LLC 106 TODD CIRCLE MCMURRAY PA 15317 FUNDRAISING COUNSEL 0 0 60000 -60000 60000 -60000 PA X 0 0 0 0 0 0 0 0 0 PAULA G MCWILLIAMS PRESIDENT/CEO 173785 0 0 0 0 0 0 0 22609 0 196394 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 GUMPHER INC., DAVID GUMPHER, BOARD MEMBER MASSARO PROPERTIES LLC, DAVID MASSARO, BOARD MEMBER FORM 990, PART VI, SECTION B, LINE 11B ONCE THE FORM 990 IS PREPARED, A DRAFT IS SENT TO ALL BOARD MEMBERS WITH INSTRUCTIONS TO READ AND GIVE COMMENTS PRIOR TO FILING. ANY COMMENTS ARE CONSIDERED BY THE CEO AND EXECUTIVE COMMITTEE. ONCE ALL COMMENTS ARE CONSIDERED, A FINAL VERSION IS PREPARED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C HERITAGE COMMUNITY INITIATIVES HAS EACH BOARD MEMBER FILL OUT A CONFLICT OF INTEREST FORM. THE EMPLOYEE HANDBOOK STATES THAT THE EMPLOYEES MUST INFORM HERITAGE COMMUNITY INITIATIVES IF THEY HAVE ANOTHER JOB OR A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY OF THE PRESIDENT/CEO IS DETERMINED BY THE BOARD. THE PRESIDENT/CEO RECEIVES THE SAME BENEFIT PACKAGE AS ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THESE ARE AVAILABLE UPON REQUEST AT THE MAIN OFFICE OF HERITAGE COMMUNITY INITIATIVES AND THE FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE.