2025-11-10T10:40:07-06:00 2024-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2024-01-01 222334190 HERITAGE CHRISTIAN SERVICES INC HERI 5853402000 275 KENNETH DR SUITE 100 ROCHESTER NY 14623 SHADI W SIFAIN SENIOR VP OF FINANCE & AGENCY 5853402000 2025-11-07 1 1 RICHARD LEICHT P01378913 5853811000 2025-11-07 2024 2025-03-06 01:10:19Z MARISA GEITNER 275 KENNETH DR SUITE 100 ROCHESTER NY 14623 165678735 0 X WWW.HERITAGECHRISTIANSERVICES.ORG X 1980 NY AT HERITAGE CHRISTIAN SERVICES, WE BELIEVE IN POSSIBILITIES. ESTABLISHED IN 1984, HERITAGE CHRISTIAN SERVICES STRIVES TO ADVANCE AN INCLUSIVE AND EQUITABLE COMMUNITY. OUR MORE THAN 3,900 EMPLOYEES WORK ALONGSIDE THE PEOPLE WHO CHOOSE OUR SERVICES, ENSURING THAT EVERYONE CAN ACHIEVE WHAT IS MEANINGFUL TO THEM. BASED IN ROCHESTER, WITH CONCENTRATIONS IN THE FINGER LAKES AND WESTERN NEW YORK, WE'RE INNOVATING AND EXPANDING AS THE NEEDS OF OUR COMMUNITY GROW. WE SERVE OUR COMMUNITY WITH PROGRAMS THAT PROMOTE HOUSING OPTIONS AND THE SUPPORT WITHIN THEM, IN ADDITION TO PROGRAMS THAT SUSTAIN RELEVANT EMPLOYMENT AND DAY HABILITATION. WE HAVE ALSO ESTABLISHED PROGRAMS FOR HIGH-QUALITY CHILDCARE, SETTING THE STANDARD FOR STATEWIDE WORKFORCE EDUCATION, ENSURING ROBUST HEALTH, WELLNESS AND EQUITY, AND EMBRACING SELF-EMPOWERMENT. 18 18 5037 0 0 0 6680776 2038034 138747301 161634390 263856 912154 2213153 1094157 147905086 165678735 0 0 0 0 109681974 122413484 0 0 606453 31000678 35110772 140682652 157524256 7222434 8154479 64111063 76233843 26161629 30103457 37949434 46130386 X AT HERITAGE CHRISTIAN SERVICES, WE BELIEVE IN POSSIBILITIES. ESTABLISHED IN 1984, HERITAGE CHRISTIAN SERVICES STRIVES TO ADVANCE AN INCLUSIVE AND EQUITABLE COMMUNITY. OUR MORE THAN 3,900 EMPLOYEES WORK ALONGSIDE THE PEOPLE WHO CHOOSE OUR SERVICES, ENSURING THAT EVERYONE CAN ACHIEVE WHAT IS MEANINGFUL TO THEM. BASED IN ROCHESTER, WITH CONCENTRATIONS IN THE FINGER LAKES AND WESTERN NEW YORK, WE'RE INNOVATING AND EXPANDING AS THE NEEDS OF OUR COMMUNITY GROW. WE SERVE OUR COMMUNITY WITH PROGRAMS THAT PROMOTE HOUSING OPTIONS AND THE SUPPORT WITHIN THEM, IN ADDITION TO PROGRAMS THAT SUSTAIN RELEVANT EMPLOYMENT AND DAY HABILITATION. WE HAVE ALSO ESTABLISHED PROGRAMS FOR HIGH-QUALITY CHILDCARE, SETTING THE STANDARD FOR STATEWIDE WORKFORCE EDUCATION, ENSURING ROBUST HEALTH, WELLNESS AND EQUITY, AND EMBRACING SELF-EMPOWERMENT. 0 0 59016782 66420186 RESIDENTIAL SERVICES NEARLY 400 PEOPLE WHO LIVE IN COMMUNITY-BASED CERTIFIED HOMES ARE SUPPORTED 24 HOURS A DAY BY A COMPASSIONATE, HIGHLY TRAINED STAFF. AGENCY NURSES ARE ALSO AVAILABLE AROUND THE CLOCK, AND A HERITAGE CHRISTIAN SERVICES STAFF MEMBER SCHEDULES AND ATTENDS ALL MEDICAL APPOINTMENTS TO ENSURE PROPER COMMUNICATION AND TO FOLLOW UP ON ANY MEDICAL CONCERNS. HERITAGE CHRISTIAN SERVICES STAFF SUPPORT PEOPLE IN THEIR INTERACTIONS WITHIN THE COMMUNITY AND IN LIVING THEIR LIVES WITH THE HIGHEST LEVEL OF INDEPENDENCE POSSIBLE. 39038510 44370763 SELF-DIRECTION (FISCAL INTERMEDIARY) HERITAGE CHRISTIAN SERVICES PROVIDES FISCAL INTERMEDIARY SERVICES THAT ENABLE PEOPLE WITH DEVELOPMENTAL DISABILITIES TO SELF-DIRECT THEIR MEDICAID SERVICES. THIS APPROACH GIVES PARTICIPANTS GREATER CHOICE AND CONTROL IN SELECTING SUPPORTS SUCH AS RESPITE, MEANINGFUL DAY ACTIVITIES AND IN-HOME OR COMMUNITY SERVICES. PEOPLE HAVE THE OPTION OF CHOOSING THE SUPPORTS THAT ARE MOST IMPORTANT TO THEM AND THE AGENCY THEY WOULD LIKE TO WORK WITH. FOR PEOPLE EXPLORING OPTIONS OTHER THAN A TRADITIONAL GROUP HOME OR DAY HABILITATION SETTING, THE AGENCY OFFERS CUSTOMIZED OPTIONS WHERE PEOPLE CHOOSE WITH WHOM THEY WOULD LIKE TO LIVE AND SELECT THE SUPPORTS THEY WOULD LIKE TO HAVE IN THEIR HOME. 13572622 16583205 DAY HABILITATION HERITAGE CHRISTIAN SERVICES' DAY PROGRAMS OFFER A VARIETY OF OPPORTUNITIES FOR PEOPLE TO DEVELOP SKILLS FOR PERSONAL GROWTH. PARTICIPANTS ENJOY A RANGE OF ACTIVITIES AND MAKE A SIGNIFICANT CONTRIBUTION TO THEIR COMMUNITIES THROUGH COLLECTIVE VOLUNTEER SERVICE. 7221376 7289454 EXPRESSIVE BEGINNINGS CHILD CARE CENTERS EBCC OFFERS CHILD CARE IN A UNIQUE FAMILY ENVIRONMENT USING THE REGGIO EMILIA APPROACH, A HIGHLY REGARDED LEARNING CURRICULUM. EBCC SERVES CHILDREN THROUGH AGE 12, OFFERING INFANT AND TODDLER CARE, PRESCHOOL, PRE-KINDERGARTEN, FULL-DAY KINDERGARTEN, WRAP-AROUND CARE AND A SCHOOL-AGE SUMMER PROGRAM. 2632938 3016896 COMMUNITY HABILITATION HERITAGE CHRISTIAN SERVICES' COMMUNITY-BASED SERVICES SUPPORT PEOPLE WITH A VARIETY OF DAILY LIVING SKILLS IN THEIR HOME AND COMMUNITY. THE PERSON AND A STAFF MEMBER WORK TOGETHER TO PLAN THE DAY, WITH THE SCHEDULE DETERMINED BY THE PERSON RECEIVING SERVICES AND WHAT MATTERS MOST TO THEM. SUPPORT CAN BE PROVIDED FOR A FEW HOURS EACH WEEK OR FOR FULL DAYS, BASED ON OPWDD APPROVAL. 2140537 2666299 RESPITE SERVICES THE RESPITE PROGRAMS AT HERITAGE CHRISTIAN SERVICES OFFER SHORT-TERM CARE FOR CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, GIVING THEIR CAREGIVERS THE GIFT OF TIME TO DEVOTE TO OTHER AREAS OF THEIR LIVES. HERITAGE CHRISTIAN OFFERS BOTH SITE-BASED RESPITE AND IN-HOME RESPITE. SOME SITE-BASED PROGRAMS OFFER OVERNIGHT SUPPORT WHILE OTHERS PROVIDE HOURLY RESPITE. 444541 413231 CUSTOMIZED RESIDENTIAL OPTIONS THESE HOMES TYPICALLY HOUSE BETWEEN TWO AND FOUR PEOPLE AND OFFER PERSON-CENTERED SUPPORT THROUGH SERVICES SUCH AS COMMUNITY HABILITATION, INDIVIDUAL SUPPORT AND SERVICES, AND SELF-DIRECTION. THESE SETTINGS MAY OR MAY NOT BE OWNED BY HERITAGE CHRISTIAN SERVICES. 13204799 16422897 CONSUMER DIRECTED PERSONAL ASSISTANCE PROGRAM HERITAGE CHRISTIAN SERVICES IS AN APPROVED FACILITATOR FOR THE CONSUMER DIRECTED PERSONAL ASSISTANCE PROGRAM. HCS HAS PARTNERED WITH THE STATEWIDE FISCAL INTERMEDIARY, PUBLIC PARTNERSHIPS LLC, TO ENABLE CONSUMERS TO RECEIVE CARE FROM THE PEOPLE THEY KNOW AND TRUST. AS A FACILITATOR, HERITAGE CHRISTIAN SERVICES CAN SUPPORT CONSUMERS ACROSS A BROAD RANGE OF NEEDS, INCLUDING REGISTERING WITH PPL FOR CDPAP SERVICES, PROVIDING TECHNICAL ASSISTANCE AND ANSWERING QUESTIONS. HERITAGE CHRISTIAN HAS BEEN A CDPAP PROVIDER SINCE 2016. 1184841 1556547 SUPPORTED EMPLOYMENT THE EMPLOYMENT ALLIANCE CONNECTS BUSINESSES WITH NEW TALENT BY MATCHING INDIVIDUALS WITH DISABILITIES TO EMPLOYMENT OPPORTUNITIES ACROSS A WIDE RANGE OF INDUSTRIES. IT PROVIDES PRE-EMPLOYMENT SUPPORTS TO YOUTH AND ADULTS, HELPING THEM PREPARE TO ENTER THE WORKFORCE AND BUILD MEANINGFUL CAREER PATHS. IT PARTNERS WITH ORGANIZATIONS TO IDENTIFY QUALIFIED CANDIDATES, CUSTOMIZE EMPLOYEE TRAINING AND PROMOTE WORKPLACE DIVERSITY AND INCLUSION. IN ADDITION, THE EMPLOYMENT ALLIANCE OFFERS BUSINESSES GUIDANCE ON JOB ACCOMMODATIONS AND ADA COMPLIANCE, ALONG WITH BEST PRACTICES FOR SUCCESSFULLY INTEGRATING DISABILITY INCLUSION INTO THEIR WORKFORCE. 501750 727755 ELEVERSITY ELEVERSITY RAISES SERVICE STANDARDS BY PROVIDING EDUCATION AND DEVELOPMENT OPPORTUNITIES FOR THOUSANDS OF EMPLOYEES IN THE CORPORATE WORLD AND IN THE HUMAN SERVICES INDUSTRY. ELEVERSITY PARTNERS WITH BUSINESSES AND ORGANIZATIONS IN NEW YORK STATE AND ACROSS THE COUNTRY TO ELEVATE WORKFORCE SKILLS. ELEVERSITY WORKS WITH STAKEHOLDERS TO EDUCATE AND TRAIN USING UP-TO-DATE INDUSTRY CONTENT AND CUSTOMIZED LEARNING MATERIALS, SHARE EXPERIENCES THROUGH DISCUSSIONS, IMPROVE EFFICIENCIES AND INCREASE PROFICIENCY AND PROFESSIONALISM. 3071797 2779454 OTHER PROGRAM SERVICES INCLUDE: CHILDREN'S HEALTH HOME AS A CARE MANAGEMENT AGENCY, HERITAGE CHRISTIAN SERVICES HAS CONTRACTED WITH THE CHILDREN'S HEALTH HOME OF UPSTATE NEW YORK TO PROVIDE COMPREHENSIVE CARE MANAGEMENT IN CENTRAL AND WESTERN NEW YORK. THIS COMMUNITY-BASED CARE MANAGEMENT SERVICE MODEL IS FAMILY DRIVEN AND YOUTH GUIDED. WITH THIS MODEL, ALL OF A CHILD'S CAREGIVERS AND PROVIDERS COMMUNICATE WITH ONE ANOTHER SO THAT ALL SOCIAL, ACADEMIC, PHYSICAL AND BEHAVIORAL NEEDS ARE ADDRESSED IN A COMPREHENSIVE MANNER.HUMAN SERVICES TRAINING THIS PROJECT IS A FREE, STATEWIDE TRAINING PROGRAM IN PARTNERSHIP WITH THE NEW YORK STATE OFFICE FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES TO EDUCATE DIRECT SUPPORT PROFESSIONALS, JOB DEVELOPERS, JOB COACHES AND MANAGERS OF EMPLOYMENT OPPORTUNITIES AS THEY SUPPORT PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO FULLY PARTICIPATE IN THEIR COMMUNITIES THROUGH EMPLOYMENT. 30402579 34872533 142030493 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 371 0 5037 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X SHADI W SIFAIN 5853402000 275 KENNETH DR ROCHESTER NY 14623 MELINDA ANDOLINA CHAIR 1.00 X X 0 0 0 NANCY BOJANOWSKI MEMBER 1.00 X X 0 0 0 NEIL CIEMINIS MEMBER 1.00 X 0 0 0 DR LISA DURANT-JONES MEMBER 1.00 X 0 0 0 DR SASHA ELOI-EVANS MEMBER 1.00 X 0 0 0 PATRICIA FEOLA MEMBER 1.00 X 0 0 0 LORI FLORACK MEMBER 1.00 X 0 0 0 CARL GRAYSON MEMBER 1.00 X 0 0 0 DR MANASI LADRIGAN MEMBER 1.00 X 0 0 0 SANJAY MATHUR VICE CHAIR 1.00 X X 0 0 0 CHRIS MULLER VICE CHAIR 1.00 X 0 0 0 DR RYNE RAFFAELLE MEMBER 1.00 X 0 0 0 HON MARIA CUBILLOS REED SECRETARY 1.00 X X 0 0 0 JIM REITZ MEMBER 1.00 X X 0 0 0 REV ANGELA D SIMS PHD MEMBER 1.00 X 0 0 0 DAVID VADEN TREASURER 1.00 X 0 0 0 RICHARD VANDER HORST MEMBER 1.00 X 0 0 0 CYNTHIA VOELKER MEMBER 1.00 X 0 0 0 MARISA GEITNER PRESIDENT / CEO 38.00 2.00 X 435864 0 53464 ANNA MULCAHY SVP FINANCE, THROUGH MAY 40.00 X 75684 0 9409 SHADI SIFAIN SVP FINANCE 1.00 X 189680 0 11897 DREW BIELEMEIER SVP OPERATIONS 40.00 X 272736 0 35352 MARK ZAWACKI EXECUTIVE DIRECTOR, FOUNDA 16.00 24.00 X 219804 0 65141 DONNA MOSTILLER SVP OF PEOPLE AND CULTURE 40.00 X 253251 0 42909 LEONARD MUNTHALI VP OF INFORMATION TECHNOLO 40.00 X 242864 0 31096 LAURA RYAN BUS. ANALYTICS & STRATEGY, 40.00 X 193121 0 39510 CHARLES COLLARD VP WNY 40.00 X 191628 0 29662 MICHELLE LABOSSIERE - HALL VP CUSTOMIZED SUPPORTS 40.00 X 174634 0 45263 DANIEL ROSS VP OF CORPORATE COMPLIANCE 40.00 X 165596 0 29136 2414862 0 392839 20 0 1 0 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 ACCOUNTING 139931 1 13760 1937830 86444 2038034 GOVERNMENT FUNDING 623990 152056279 152056279 PRIVATE PAY 623990 8228765 8228765 OTHER PROGRAM SUPPORT 900099 1349346 1349346 161634390 459370 459370 452784 0 452784 452784 452784 MISCELLANEOUS 900099 1094157 612297 481860 1094157 165678735 162246687 0 1394014 1665187 261150 1208604 195433 100028231 94222185 5504179 301867 2905077 2764600 131988 8489 9998483 9557463 412471 28549 7816506 7275626 505790 35090 114608 114608 139331 139331 3537542 1062499 2473923 1120 1067636 59466 1008170 1838443 1458609 377742 2092 2226702 1067600 1133405 25697 4402733 4079039 318769 4925 249082 231737 17345 352557 158461 194096 339112 336189 2923 2524690 2436863 87827 1619973 1322892 294022 3059 PROGRAM EXPENSE - SELF 10252979 10252979 FOOD 2050675 2050675 PROGRAM EXPENSE - OTHER 1492811 1445741 47070 VEHICLE 1299531 1261286 38113 132 1602367 725433 876934 157524256 142030493 14887310 606453 43168 43822 18589524 23930622 18865441 23912095 601375 792995 67545005 45541596 21090212 22003409 1238237 1540018 3683106 4010882 64111063 76233843 11724250 16572794 3340162 3622900 2825075 2641775 4268399 3411549 4003743 3854439 26161629 30103457 X 33997438 44142685 3951996 1987701 37949434 46130386 64111063 76233843 X 8154479 26473 X 0 1 X 1 0 X 2782120 1759353 28096900 6680776 2038034 41357183 2782120 1759353 28096900 6680776 2038034 41357183 41357183 1961 1515 3476 784666 887123 447045 519108 612297 3250239 44610898 0.92710 0.92240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 129747 1200 6794 137741 111778 200 17769 129747 135199 900 -24321 111778 113103 2550 19546 135199 103302 1700 12301 4200 113103 0.52035 0.47965 0 1 1 3164317 3164317 45445396 31543394 13902002 3557667 3318802 238865 12839877 9899521 2940356 2537748 779879 1757869 22003409 DUE FROM AFFILIATES 1455354 OTHER 194212 REAL ESTATE INVESTMENTS 434899 OPERATING ROU ASSET 1858106 INTEREST RATE SWAP ASSET 68311 4010882 DEFERRED COMPENSATION 1513540 OTHER 9779 NOTE PAYABLE TO FOUNDATION 354425 OPERATING LEASE LIABILITY 1976695 3854439 165678735 0 165678735 0 165678735 157550729 26473 26473 157524256 0 157524256 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 XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACT 26,473. X X X X X 0 1 0 0 0 0 0 0 0 MARISA GEITNER PRESIDENT / CEO 333452 0 123925 0 -21513 0 43278 0 10186 0 489328 0 40730 0 DREW BIELEMEIER SVP OPERATIONS 218487 0 54674 0 -425 0 35352 0 0 0 308088 0 21674 0 DONNA MOSTILLER SVP OF PEOPLE AND CULTURE 202488 0 51087 0 -324 0 32723 0 10186 0 296160 0 20087 0 MARK ZAWACKI EXECUTIVE DIRECTOR, FOUNDA 186280 0 46279 0 -12755 0 30078 0 35063 0 284945 0 18479 0 LEONARD MUNTHALI VP OF INFORMATION TECHNOLO 223246 0 24000 0 -4382 0 9458 0 21638 0 273960 0 0 0 LAURA RYAN BUS. ANALYTICS & STRATEGY, 186301 0 20000 0 -13180 0 11050 0 28460 0 232631 0 0 0 CHARLES COLLARD VP WNY 177674 0 18500 0 -4546 0 10513 0 19149 0 221290 0 0 0 MICHELLE LABOSSIERE - HALL VP CUSTOMIZED SUPPORTS 171330 0 15670 0 -12366 0 10200 0 35063 0 219897 0 0 0 SHADI SIFAIN SVP FINANCE 144833 0 48295 0 -3448 0 0 0 11897 0 201577 0 0 0 DANIEL ROSS VP OF CORPORATE COMPLIANCE 152117 0 15855 0 -2376 0 8764 0 20372 0 194732 0 0 0 PART I, LINE 4B MARISA GEITNER, PRESIDENT/CEO - 457(F) PLAN CONTRIBUTION OF $16,694 A MONROE COUNTY INDUSTRIAL DEVELOPMENT CORPORATION 510188852 2016-06-23 4144000 PROVIDED FUNDS FOR THE CONSTRUCTION AND EQUIPPING OF THE PROJECT 0 1 0 A 4144000 82880 2075696 1985424 2016 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 1 1 KEYBANK NATIONAL ASSOCIATION 10.500000000000 0 0 0 0 1 A 1 DREW BIELEMEIER OFFICER 58256 JOSHUA BIELEMEIER, NEPHEW OF DREW BIELEMEIER, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANZATION. 0 DREW BIELEMEIER OFFICER 45671 COLLEEN BIELEMEIER, SISTER OF DREW BIELEMEIER, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANIZATION. 0 FORM 990 PART III LINE 1 IN 1984, HERITAGE CHRISTIAN SERVICES STARTED BY OFFERING RESIDENTIAL SERVICES TO PEOPLE WHO HAVE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. WE BELIEVE IN TREATING PEOPLE WITH DIGNITY AND WALKING ALONGSIDE THEM AS THEY ACHIEVE WHAT IS MOST MEANINGFUL TO THEM. IN 2024, WE: CELEBRATED 40 YEARS OF SERVICE TO OUR COMMUNITY. WE CONTINUED TO SCALE OUR SERVICE OFFERINGS TO MEET THE NEEDS OF THE PEOPLE WHO CHOOSE US TO SUPPORT THEM, AND WE WORKED TO ELEVATE CARING PROFESSIONALS AND TO ADDRESS WAGE INSUFFICIENCY AND GENDER PAY DISPARITY. O IN SEPTEMBER, HCS GAVE ALL EMPLOYEES A 3% RAISE, OUTPACING NEW YORK STATE'S 2.84% INCREASE FOR DIRECT SUPPORT WORKERS. O WE'RE ALSO BACKING A NATIONAL EFFORT, WITH THE NATIONAL ALLIANCE FOR DIRECT SUPPORT PROFESSIONALS, TO CREATE A DIRECT SUPPORT STANDARD OCCUPATIONAL CLASSIFICATION. CELEBRATED 81 EMPLOYEES WHO EARNED LEVEL I, II AND III CERTIFICATIONS FROM THE NADSP E- BADGE ACADEMY, MAKING OUR PILOT PROGRAM THE NATION'S TOP RANKED FOR A SINGLE AGENCY. KICKED OFF AN EMERGING LEADERS PROGRAM, OFFERING 25 STAFF MEMBERS THE OPPORTUNITY TO BUILD SKILLS IN COMMUNICATION, LEADERSHIP AND CAREER GROWTH. LAUNCHED THE DSP TRAINING PROGRAM WITH BRYANT & STRATTON COLLEGE, PREPARING PARTICIPANTS TO EXCEL IN DIRECT SUPPORT ROLES. REFRESHED OUR AGENCY VALUES WITH THE INPUT OF OUR STAFF, SENIOR LEADERS AND BOARD MEMBERS. THESE REFRESHED VALUES ARE INTEGRITY, INCLUSION, COMPASSION, EXCELLENCE AND JOY. WELCOMED NEW YORK STATE'S COMPASS VALIDATION REVIEW FOR THE 23RD STRAIGHT YEAR. HERITAGE CHRISTIAN SERVICES IS THE LONGEST CONTINUOUSLY ACCREDITED AGENCY IN THE PROGRAM, AND THE ONLY AGENCY THAT HAS BEEN AWARDED SINCE THE PROGRAM'S INCEPTION. COMPASS IS GIVEN BY THE NEW YORK STATE OFFICE FOR PEOPLE WITH INTELLECTUAL DISABILITIES (OPWDD) TO AGENCIES THAT HAVE DEMONSTRATED THEIR ABILITY TO CONSISTENTLY PROVIDE QUALITY SUPPORTS AND SERVICES THAT EXCEED MINIMUM REGULATORY REQUIREMENTS. CONTINUED THE WORK OF THE HOMES WITH HEART CAMPAIGN, IN PURSUIT OF OUR $9.1 MILLION FUNDRAISING GOAL. OUR MISSION REMAINS TO PROVIDE HOMES THAT CAN SUPPORT PEOPLE IN ALL PHASES OF THEIR LIVES. IN 2024 AS PART OF THE CAMPAIGN, WE: O RAISED MORE THAN $9.7 MILLION BY YEAR-END. O COMPLETED ONE RENOVATION AND TWO NEW BUILDS, IMPACTING 17 PEOPLE. WE ALSO WE ALSO BEGAN THE RENOVATION ON ONE HOME, BROKE GROUND ON A NEW BUILD, AND SECURED ANOTHER HOME FOR A FULL RENOVATION. THESE PROJECTS WILL IMPACT ANOTHER 17 PEOPLE. O COMPLETED NINE OF 13 TOTAL HOME PROJECTS (RENOVATIONS AND NEW BUILDS), WITH FOUR MORE IN PROGRESS, IMPACTING 45 PEOPLE. ADVANCED OUR COMMITMENT TO INCLUSION, DIVERSITY, EQUITY AND ACCESS (IDEA). O 250 EMPLOYEES PARTICIPATED IN INCLUSION CAFS, OUR LUNCHTIME DIVERSITY DIALOGUES. O WE OFFERED 57 SAFEZONE TRAINING SESSIONS FOR EMPLOYEES WHO CHOOSE TO ENSURE SAFE WORKPLACES FOR ALL, INCLUDING PEOPLE WHO IDENTIFY OR SUPPORT LGBTQIA+. O WE POSTED 30 #CULTUREMATTERS SOCIAL MEDIA SPOTLIGHTS, CELEBRATING DIVERSE CULTURES AND TRADITIONS. O WE HOSTED OVER 350 WOMEN OF COLOR SUMMIT ATTENDEES, INCLUDING OUR EMPLOYEES, AT THE ANNUAL ELEVERSITY EVENT ADVANCING SPONSORSHIP AND ALLYSHIP . O WE ALSO HIRED OUR FIRST DIRECTOR AND ASSOCIATE DIRECTOR OF PEOPLE AND CULTURE TO HELP LEAD OUR IDEA WORK. AT HERITAGE CHRISTIAN SERVICES, WE CELEBRATE OTHER ASPECTS OF OUR SUCCESS: THE ORGANIZATION HAS GROWN TO OVER 4,000 EMPLOYEES, MAKING US ONE OF THE LARGEST EMPLOYERS IN THE ROCHESTER REGION. HERITAGE CHRISTIAN SERVICES NAMED SHADI SIFAIN AS OUR NEW SENIOR VICE PRESIDENT OF FINANCE. HE IS RESPONSIBLE FOR OVERSEEING ALL ASPECTS OF AGENCY-RELATED FINANCES, INCLUDING MONTHLY FINANCIALS, BUDGETS, INTERNAL CONTROLS, RISK MANAGEMENT AND THE STRUCTURE OF THE FINANCE DEPARTMENT. THE AGENCY NAMED JENNIFER GAFFEY AS OUR NEW CONTROLLER, RESPONSIBLE FOR OVERSEEING KEY ACCOUNTING, FINANCE, AND REPORTING FUNCTIONS WITHIN THE ORGANIZATION. HERITAGE CHRISTIAN SERVICES PROMOTED KIM CLARK TO ASSOCIATE VICE PRESIDENT OF MARKETING AND COMMUNICATIONS, RESPONSIBLE FOR STRATEGIC MARKETING AND COMMUNICATIONS, WHICH INCLUDES BRANDING, DIGITAL MEDIA AND COLLABORATING WITH CROSS-FUNCTIONAL TEAMS TO MEET ORGANIZATIONAL GOALS. JILLIAN CARTER WAS NAMED ASSOCIATE VICE PRESIDENT OF ADVANCEMENT. SHE WILL DRIVE FUNDRAISING STRATEGIES THAT ADVANCE THE MISSION, VISION AND VALUES OR THE AGENCY. MARISA GEITNER, PRESIDENT & C.E.O. WAS NAMED TO THE ROCHESTER BUSINESS JOURNAL'S POWER 100 LIST, RECOGNIZING HER AS A KEY POWER PLAYER IN THE GREATER ROCHESTER REGION. JULIE OWEN, VICE PRESIDENT OF FINGER LAKES CUSTOMIZED SUPPORTS, WAS RECOGNIZED AS A HEALTH CARE HERO BY THE ROCHESTER BUSINESS JOURNAL FOR HER DEDICATED LEADERSHIP IN GROWING OUR AGENCY'S MANY INCLUSIVE PROGRAMS AND FOR BEING A KEY FIGURE IN EFFORTS TO REIMAGINE THE COMMUNITY HABILITATION PROGRAM. SENIOR VICE PRESIDENT OF PEOPLE AND CULTURE DONNA MOSTILLER WAS RECOGNIZED BY BUFFALO BUSINESS FIRST AS A WOMAN OF INFLUENCE, FOR HER BUSINESS ACUMEN, COMMUNITY SPIRIT AND EMPATHETIC LEADERSHIP. TIFFANY BASAMON, DIRECTOR OF NURSING, WAS RECOGNIZED IN THE ROCHESTER BUSINESS JOURNAL'S FORTY UNDER 40 LIST FOR STRENGTHENING THE NURSING TEAM AND FOR BEING A POSITIVE FORCE IN THE LIVES OF PEOPLE SUPPORTED BY THE AGENCY. DR. ANGELA SIMS, LORI FLORACK (AGENCY BOARD OF DIRECTORS) AND BETSY BRUGG (FOUNDATION BOARD OF DIRECTORS) WERE ALL NAMED WOMEN OF EXCELLENCE IN THE ROCHESTER BUSINESS JOURNAL FOR THEIR LEADERSHIP AND COMMITMENT TO THE GREATER ROCHESTER COMMUNITY. HERITAGE CHRISTIAN SERVICES WAS NAMED TO THE GREATER ROCHESTER CHAMBER OF COMMERCE'S TOP 100 LIST FOR THE THIRD CONSECUTIVE YEAR. WE LOOK TO THE FUTURE, THANKFUL FOR THE MEANINGFUL COMMUNITY PARTNERSHIPS WE'VE BUILT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT/FINANCE COMMITTEE ON BEHALF OF THE FULL BOARD OF DIRECTORS PRIOR TO SUBMITTING. THE COMMITTEE DISCUSSES WITH THE FULL BOARD OF DIRECTORS AT THEIR NEXT MONTHLY MEETING. THE FORM 990 IS AVAILABLE TO ALL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE REVIEWED UPON HIRE WITH THE AGENCY AND ON AN ANNUAL BASIS THEREAFTER. BOARD MEMBERS, MANAGEMENT AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST ACKNOWLEDGEMENT ANNUALLY AND NOTIFY THE AGENCY OF POTENTIAL 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 B, LINE 15 THE SALARIES OF TOP MANAGEMENT ARE REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE ON AN ANNUAL BASIS. THE COMMITTEE UTILIZES AN INDEPENDENT CONSULTANT WHO ADVISES THE COMMITTEE ON COMPENSATION AND BENEFITS FOR THE LOCAL REGION, STATE AND NATIONAL COMPARATIVES. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED PUBLIC DISCLOSURE DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE ADMINISTRATIVE OFFICES DURING REGULAR BUSINESS HOURS. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACTS 26,473. CUMULATIVE EFFECT OF ADOPTION OF ASU 2016-23, CURRENT EXPECTED CREDIT LOSS HERITAGE CHRISTIAN SERVICES CHILD CARE LLC 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 272954397 CHILD CARE NY 7289454 HERITAGE CHRISTIAN SERVICES HERITAGE CHRISTIAN SERVICES FOUNDATION INC 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 161318395 RAISING AND PROVIDING FUNDS TO SUPPORT HCS NY 501(C)(3) 11 N/A 0 FERNCLIF HOUSING DEVELOPMENT FUND COMPANY INC 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 223183508 AFFORDABLE HOUSING NY 501(C)(3) 9 N/A 0 HERITAGE CHRISTIAN HOME VII LP 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 270336134 AFFORDABLE HOUSING NY HERITAGE CHRISTIAN HOUSING DEVELOPMENT FUND COMPANY VII INC RELATED 6 25 0 1 0.00010 HCH REALTY INC 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 161578188 ACQUIRING, DEVELOPING, OWNING OR LEASING AFFORDABLE HOUSING NY HERITAGE CHRISTIAN SERVICES INC C 63411 0.50000 0 HERITAGE CHRISTIAN HOUSING DEVELOPMENT FUND COMPANY VII 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 270295306 GENERAL PARTNER IN LP TRANSACTIONS NY HERITAGE CHRISTIAN SERVICES INC C 6 25 1.00000 0 0 0 1 0 1 0 0 0 0 1 0 1 1 1 1 0 1 1 0