2024-11-15T08:20:38-06:00 2023-12-31 161131146 BONADIO & CO LLP 171 SULLYS TRAIL PITTSFORD NY 14534 990 2023-01-01 222334190 HERITAGE CHRISTIAN SERVICES INC HERI 5853402000 275 KENNETH DR SUITE 100 ROCHESTER NY 14623 SHADI W SIFAIN SENIOR VP OF FINANCE & AGENCY 5853402000 2024-11-13 1 1 RICHARD LEICHT P01378913 5853811000 2024-11-08 2023 2024-10-15 13:58:12Z MARISA GEITNER 275 KENNETH DR SUITE 100 ROCHESTER NY 14623 147908905 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 3,700 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. 19 19 4469 19 0 0 28096900 6680776 117035244 138747301 183040 263856 663817 2213153 145979001 147905086 0 0 0 0 109408545 109681974 0 0 536009 28519614 31000678 137928159 140682652 8050842 7222434 63874169 64111063 30384609 26161629 33489560 37949434 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 3,700 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 56444486 58256600 RESIDENTIAL SERVICES - NEARLY 400 PEOPLE LIVE IN COMMUNITY-BASED CERTIFIED HOMES OPERATED BY HERITAGE CHRISTIAN SERVICES, WHERE THEY ARE SUPPORTED 24 HOURS A DAY BY A COMPASSIONATE, HIGHLY TRAINED STAFF. AGENCY NURSES ARE ALSO AVAILABLE AROUND THE CLOCK, AND AN HCS STAFF MEMBER SCHEDULES AND ATTENDS ALL MEDICAL APPOINTMENTS TO ENSURE PROPER COMMUNICATION AND TO FOLLOW UP ON ANY MEDICAL CONCERNS. HCS BELIEVES IN SUPPORTING THE WHOLE PERSON - BODY, MIND AND SPIRIT - AND OFFERS OPPORTUNITIES FOR PEOPLE TO GROW IN ALL OF THOSE AREAS. THE AGENCY WELCOMES PEOPLE OF ALL FAITHS AND MAKES SURE PEOPLE HAVE THE OPPORTUNITY TO ATTEND PLACES OF WORSHIP, VOLUNTEER FOR CAUSES THEY BELIEVE IN AND BECOME PART OF THE LARGER COMMUNITY. 30243773 36235474 SELF DIRECTION (FISCAL INTERMEDIARY)-AS MEDICAID CONTINUES TO CHANGE, PEOPLE WILL HAVE THE OPTION OF CHOOSING WHAT SUPPORTS ARE MOST IMPORTANT AND WHICH AGENCY THEY WOULD LIKE TO WORK WITH. HCS HAS ALREADY BUILT THE INFRASTRUCTURE FOR THE NEW WAY MEDICAID WILL BE DOING BUSINESS WITH AGENCIES. IN FACT, HCS SUPPORTS MORE THAN 1200 PEOPLE WITH SELF DIRECTED PLANS/BUDGETS, AND JUST SURPASSED THE 750 MARK ON THE NUMBER OF SELF-HIRE EMPLOYEES. THAT IS, IN PART, THANKS TO INVESTING IN SEVEN FULL TIME BROKERS AND EMPLOYING THE ONLY MASTER BROKER TRAINER FOR THE FINGER LAKES REGION.FOR PEOPLE EXPLORING OPTIONS OTHER THAN A TRADITIONAL GROUP HOME OR DAY HABILITATION SETTING, THE AGENCY OFFERS CUSTOMIZED OPTIONS WHERE PEOPLE CHOOSE WHO THEY WOULD LIKE TO LIVE WITH IF ANYONE AND SELECT THE SUPPORTS THEY WOULD LIKE TO HAVE IN THEIR HOME. 13566972 14819647 DAY HABILITATION - HCS DAY PROGRAMS OFFER PEOPLE THE CHANCE TO SPEND THEIR DAYS LEARNING NEW SKILLS AND SHARING THEIR TALENTS, LIKE OFFERING TOURS TO SCHOOL CHILDREN AT SPRINGDALE FARM OR DELIVERING MEALS TO THE ELDERLY. INSTEAD OF BUSY WORK, PARTICIPANTS ARE INVOLVED IN THE COMMUNITY. THEY ARE DEVELOPING SKILLS AND ENJOYING SOME RECREATIONAL TIME. 358 PEOPLE WERE SERVED. 6784696 6662850 EXPRESSIVE BEGINNINGS CHILD CARE CENTERS (EBCC) - OFFERS CHILD CARE IN A UNIQUE FAMILY ENVIRONMENT USING 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. 2539206 2976938 COMMUNITY HABILITATION OFFERS PEOPLE THE CHANCE TO RECEIVE INDIVIDUALIZED SUPPORT IN THEIR HOMES AND AT PLACES THEY LIKE TO VISIT. THE PERSON AND THEIR STAFF WORK TOGETHER TO PLAN WHAT THE DAY SHOULD LOOK LIKE. CHOICES AND FLEXIBILITY ARE THE HALLMARKS OF OUR COMMUNITY HABILITATION EXPERIENCE. THE SCHEDULE IS 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). COMMUNITY HABILITATION SUPPORTS ARE TYPICALLY PROVIDED ONE-TO-ONE, SO RELATIONSHIPS MATTER. 2143604 2544953 RESPITE SERVICES- THE RESPITE PROGRAMS AT HERITAGE CHRISTIAN SERVICES OFFER SHORT-TERM CARE FOR CHILDREN AND ADULTS WITH SPECIALS NEED. FAMILIES, ESPECIALLY THOSE WAITING ON RESIDENTIAL PLACEMENT, GET THE GIFT OF FREE TIME WHILE THEIR LOVED ONES GET PRACTICE AT STAYING AWAY FROM HOME. HERITAGE CHRISTIAN SERVICES CAN ALSO SEND STAFF TO PRIVATE HOMES TO PROVIDE RESPITE FOR A FEW HOURS. SERVED 158 INDIVIDUALS. 444883 465012 CUSTOMIZED RESIDENTIAL OPTIONS-NON-CERTIFIED RESIDENTIAL SETTINGS THAT OFFER INDIVIDUALIZED SERVICES TO INDIVIDUALS IN THE COMMUNITY THROUGH COMMUNITY HABILITATION, INDIVIDUAL SUPPORT AND SERVICES AND CONSOLIDATED SUPPORT SERVICES. THESE SETTINGS MAY OR MAY NOT BE OWNED BY HERITAGE CHRISTIAN SERVICES 10642701 12601178 CDPAP 1023360 1309203 SUPPORTIVE EMPLOYMENT 504094 724072 ELEVERSITY 2897340 2670482 OTHER PROGRAM SERVICES 26979884 29954688 127235115 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 1 300 0 4469 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 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 CARL GRAYSON 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 X 0 0 0 REBECCA PRIEST MEMBER 1.00 X 0 0 0 DR RYNE RAFFAELLE MEMBER 1.00 X 0 0 0 MARIA J REED ESQ SECRETARY 1.00 X X 0 0 0 JIM REITZ MEMBER 1.00 X 0 0 0 RANDI RHINEHART MEMBER 1.00 X 0 0 0 THE REV ANGELA D SIMS PHD MEMBER 1.00 X 0 0 0 SUSAN STOCKTON BOARD ADVISOR 1.00 X X 0 0 0 DAVID VADEN TREASURER 1.00 X 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 443095 0 52756 ANNA MULCAHY SVP FINANCE 40.00 X 251095 0 58380 DREW BIELEMEIER SVP OPERATIONS 40.00 X 256026 0 61742 MARK ZAWACKI EXECUTIVE DIRECTOR, FOUNDA 16.00 24.00 X 215602 0 59295 DONNA MOSTILLER SVP OF PEOPLE AND CULTURE 40.00 X 248146 0 40207 LEONARD MUNTHALI VP OF INFORMATION TECHNOLOGY 40.00 X 196878 0 12635 LAURA RYAN BUS. ANALYTICS & STRATEGY, 40.00 X 187780 0 35610 CHARLES COLLARD VP WNY 40.00 X 172361 0 40224 MICHELLE LABOSSIERE - HALL AVP CUSTOMIZED SUPPORTS 40.00 X 168363 0 40326 DANIEL ROSS VP OF CORPORATE COMPLIANCE 40.00 X 157318 0 26311 2296664 0 427486 12 0 1 0 BONADIO & CO LLP 171 SULLYS TRAIL SUITE 201 PITTSFORD NY 14534 ACCOUNTING 148372 1 17062 4676189 1891426 96099 6680776 GOVERNMENT FUNDING 623990 130032756 130032756 PRIVATE PAY 623990 7475498 7475498 OTHER PROGRAM SUPPORT 900099 1239047 1239047 138747301 267675 3819 263856 263856 263856 MISCELLANEOUS 900099 2213153 519108 1694045 2213153 147905086 139266409 0 1957901 1584323 251582 1154900 177841 89096862 84283498 4571051 242313 2481267 2390260 85401 5606 9567123 9145508 385340 36275 6952399 6490814 431334 30251 128328 128328 92522 92522 2880477 780263 2099044 1170 1049208 61205 988003 4394801 4083050 309042 2709 1838223 835092 986968 16163 2754957 2470627 280203 4127 238864 224729 14135 223191 99771 123420 406043 394699 11344 2331429 2246980 84449 1489144 1203139 283484 2521 PROGRAM EXPENSE - SELF 8435210 8435210 FOOD 2068787 2068787 VEHICLE 1314870 1272920 41817 133 OTHER 980213 437219 526094 16900 374411 59762 314649 140682652 127235115 12911528 536009 44190 43168 18836389 18589524 16399133 18865441 439823 601375 65012352 43922140 19194790 21090212 905115 1238237 8054729 3683106 63874169 64111063 12547736 11724250 4721335 3340162 3000375 2825075 5586645 4268399 4528518 4003743 30384609 26161629 X 33073842 33997438 415718 3951996 33489560 37949434 63874169 64111063 X 7222434 220715 -2983275 X 0 1 X 1 0 X 1164416 2782120 1759353 28096900 6680776 40483565 1164416 2782120 1759353 28096900 6680776 40483565 40483565 5158 1961 1515 8634 758750 784666 887123 447045 519108 3396692 43888891 0.92240 0.87970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 1 1 2972317 2972317 41425531 30208218 11217313 3557667 3250335 307332 12136697 9728729 2407968 4920140 734858 4185282 21090212 DUE FROM AFFILIATES 762412 OTHER 183905 REAL ESTATE INVESTMENTS 434899 OPERATING ROU ASSET 2260052 INTEREST RATE SWAP ASSET 41838 3683106 DEFERRED COMPENSATION 1218658 OTHER 9779 NOTE PAYABLE TO FOUNDATION 367175 OPERATING LEASE LIABILITY 2408131 4003743 148125801 220715 220715 147905086 0 147905086 143665950 2983298 2983298 140682652 0 140682652 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: CUMULATIVE EFFECT OF ADOPTION OF ASU 2016-23, CURRENT EXPECTED CREDIT LOSS 2,956,529. UNREALIZED LOSS ON INTEREST RATE SWAP CONTRACT 26,746. OTHER 23. X X X X X 0 1 0 0 0 0 0 0 0 MARISA GEITNER PRESIDENT / CEO 329464 0 118056 0 -4425 0 41971 0 10785 0 495851 0 0 0 DREW BIELEMEIER SVP OPERATIONS 212115 0 50501 0 -6590 0 33768 0 27974 0 317768 0 0 0 ANNA MULCAHY SVP FINANCE 209687 0 51041 0 -9633 0 33622 0 24758 0 309475 0 0 0 DONNA MOSTILLER SVP OF PEOPLE AND CULTURE 197423 0 48100 0 2623 0 31345 0 8862 0 288353 0 0 0 MARK ZAWACKI EXECUTIVE DIRECTOR, FOUNDA 180990 0 44850 0 -10238 0 28792 0 30503 0 274897 0 0 0 LAURA RYAN BUS. ANALYTICS & STRATEGY, 182471 0 18500 0 -13191 0 10852 0 24758 0 223390 0 0 0 CHARLES COLLARD VP WNY 150673 0 31031 0 -9343 0 23565 0 16659 0 212585 0 0 0 LEONARD MUNTHALI VP OF INFORMATION TECHNOLOGY 179850 0 20000 0 -2972 0 0 0 12635 0 209513 0 0 0 MICHELLE LABOSSIERE - HALL AVP CUSTOMIZED SUPPORTS 163719 0 16000 0 -11356 0 9823 0 30503 0 208689 0 0 0 DANIEL ROSS VP OF CORPORATE COMPLIANCE 143946 0 15000 0 -1628 0 8607 0 17704 0 183629 0 0 0 PART I, LINE 4B MARISA GEITNER, PRESIDENT/CEO - 457(F) PLAN CONTRIBUTION OF $16,146 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 53654 JOSHUA BIELEMEIER, NEPHEW OF DREW BIELEMEIER, IS AN EMPLOYEE AND RECEIVES COMPENSATION FROM THE ORGANZATION. 0 DREW BIELEMEIER OFFICER 51779 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 WITH AS MUCH INDEPENDENCE AS POSSIBLE. IN 2023: - WE MAINTAINED NEW YORK STATE'S COMPASS ACCREDITATION FOR THE 22ND STRAIGHT YEAR. HERITAGE CHRISTIAN SERVICES IS THE LONGEST ACCREDITED AGENCY IN THE PROGRAM AND THE ONLY AGENCY THAT HAS BEEN AWARDED CONTINUOUSLY 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. - WE ENTERED THE PUBLIC PHASE OF OUR HOMES WITH HEART CAPITAL CAMPAIGN, WITH A FUNDRAISING GOAL OF $9.1 MILLION. OUR MISSION REMAINS TO PROVIDE HOMES THAT CAN SUPPORT PEOPLE IN ALL PHASES OF THEIR LIVES. AS PART OF THE HOMES WITH HEART CAMPAIGN, WE: - COMPLETED CONSTRUCTION OF THE NAMES ROAD HOME LOCATION IN CHILI. FIVE PEOPLE MOVED INTO THIS NEW HOME, WHICH WILL BE MORE ACCESSIBLE FOR CHANGING MEDICAL AND MOBILITY NEEDS. - COMPLETED RENOVATION WORK ON A HOME WE ACQUIRED ON JOANNE DRIVE IN SANBORN, WHERE THE PEOPLE WHO PREVIOUSLY LIVED AT THE HOME ON HOOVER ROAD IN SANBORN MOVED TO. THE WORK ON HOOVER ROAD WAS COMPLETED IN MAY 2023 AND IS NOW WHERE THE PEOPLE WHO PREVIOUSLY LIVED AT THE HOME ON OXBOW LANE IN LEWISTON LIVE. THESE NEW HOMES ARE DESIGNED TO SUPPORT PEOPLE AS THEIR NEEDS CHANGE, EVEN THROUGH END OF LIFE CARE. - WE ADVANCED THE HERITAGE CHRISTIAN SERVICES COMMITMENT TO EQUITY AND JUSTICE: "WE BELIEVE THAT PEOPLE ARE ENTITLED TO DIGNITY, RESPECT, EQUITY AND JUSTICE. WE CHAMPION A SOCIETY THAT REMOVES BARRIERS. WE REJECT RACISM AND DISCRIMINATION OF ANY KIND. WE PROTEST SYSTEMIC AND POLITICAL INEQUITIES THAT MARGINALIZE PEOPLE, RECOGNIZING THAT THERE IS A HISTORY OF STRUCTURAL RACISM IN THE UNITED STATES. WE WILL CONTINUE TO LEARN AND CHANGE TO ACHIEVE JUSTICE. WE KNOW THAT STRENGTH COMES FROM UNITY." OUR WOMEN OF COLOR SUMMIT, COLORISE AND INCLUSION CAF EVENTS HAVE ALLOWED US TO GATHER THE PERSPECTIVES OF PEOPLE FROM MANY DIFFERENT BACKGROUNDS. AT HERITAGE CHRISTIAN SERVICES, WE CELEBRATE OTHER ASPECTS OF OUR SUCCESS: - THE ORGANIZATION HAS GROWN TO OVER 3,700 EMPLOYEES, WHICH MAKES US THE 7TH LARGEST EMPLOYER IN THE ROCHESTER REGION. - WE ADVANCED THE BASE WAGES OF MOST OF OUR RESIDENTIAL CARE PROFESSIONALS TO $17.80/HOUR. - HERITAGE CHRISTIAN SERVICES CONTINUED TO SUPPORT THE EMPLOYER RESOURCE NETWORK, A MEMBERSHIP ASSOCIATION THAT OFFERS INDIVIDUALIZED AND CONFIDENTIAL SUPPORT SERVICES TO MEMBERS OF THE WORKFORCE. THE ERN PROVIDES SUCCESS COACHES WHO CAN ASSIST EMPLOYEES WITH PERSONAL CHALLENGES THAT MAY OTHERWISE PRESENT BARRIERS TO SUCCESSFUL EMPLOYMENT. - HERITAGE CHRISTIAN SERVICES NAMED VICKI REINA AS THE VICE PRESIDENT OF QUALITY ADVANCEMENT. SHE LEADS THE AGENCY'S COMPASS REPORTING PROCESS, WHICH HAS HELPED THE AGENCY MAINTAIN ITS COMPASS ACCREDITATION FOR 22 STRAIGHT YEARS. - THE AGENCY NAMED LEONARD MUNTHALI AS THE VICE PRESIDENT OF IT. IN HIS ROLE, MUNTHALI PROVIDES LEADERSHIP, VISION AND DIRECTION FOR ALL TECHNOLOGY THAT SUPPORTS OUR BUSINESS STRATEGIC PLAN, DEPARTMENT OBJECTIVES AND SECURITY REQUIREMENTS. - JOANIE PARKER WAS NAMED VICE PRESIDENT OF EDUCATION, EMPLOYMENT AND FINGER LAKES DAY SERVICES. SHE OVERSEES THE AGENCY'S DAY HABILITATION PROGRAMS IN THE FINGER LAKES AND ITS SUPPORTED EMPLOYMENT SERVICES, EXPRESSIVE BEGINNINGS CHILD CARE LOCATIONS AND ELEVERSITY. - JULIE OWEN BECAME VICE PRESIDENT OF CUSTOMIZED SUPPORTS. SHE OVERSEES THE AGENCY'S CUSTOMIZED OPTIONS, COMMUNITY HABILITATION, CDPAP, FISCAL INTERMEDIARY (FI) AND BROKER SERVICES IN THE FINGER LAKES REGION. - MICHELLE LABOSSIERE-HALL WAS NAMED HERITAGE CHRISTIAN SERVICES' FIRST VICE PRESIDENT OF CLINICAL AND FINGER LAKES RESIDENTIAL. SHE ALSO PROVIDES LEADERSHIP AND OVERSIGHT TO THE FINGER LAKES RESIDENTIAL PROGRAM AND CLINICAL AND NURSING TEAMS AND COLLABORATES WITH AGENCY LEADERSHIP TO IMPLEMENT STRATEGIES AND SYSTEMS THAT ENSURE HIGH-QUALITY SERVICES TO PERSONS SUPPORTED BY THE AGENCY. - HERITAGE CHRISTIAN SERVICES NAMED A TOTAL OF 15 NEW DIRECTORS THIS YEAR. 12 WERE PROMOTED FROM POSITIONS WITHIN THE AGENCY. - HERITAGE CHRISTIAN SERVICES WAS A RECIPIENT OF THE ROCHESTER BUSINESS JOURNAL'S INAUGURAL ELEVATING WOMEN AWARD. THE AGENCY WAS A PRESENTING SPONSOR OF THE AWARD EVENT, AND PRESIDENT & C.E.O. MARISA GEITNER SPOKE ABOUT THE DISPARITY IN HEALTHCARE WHEN IT COMES TO WOMEN, FROM LEADERSHIP POSITIONS TO WAGE EQUITY. - AGENCY PRESIDENT & C.E.O. MARISA GEITNER WAS NAMED A ROCHESTER BUSINESS JOURNAL HEALTH CARE HERO IN THE AREA OF EXECUTIVE LEADERSHIP FOR HER DEDICATION TO THE ADVANCEMENT OF FRONTLINE CARE PROFESSIONALS. - VICE PRESIDENT OF WESTERN NEW YORK OPERATIONS CHUCK COLLARD WAS A RECIPIENT OF THE BUFFALO BUSINESS FIRST'S EXCELLENCE IN HEALTHCARE AWARD FOR HIS COMPASSIONATE APPROACH TO HIS WORK AND FOR LEADING THE AGENCY'S GROWTH IN WESTERN NEW YORK. - HERITAGE CHRISTIAN SERVICES WAS NAMED TO THE GREATER ROCHESTER CHAMBER OF COMMERCE'S TOP 100 LIST FOR THE SECOND 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 -26,746. CUMULATIVE EFFECT OF ADOPTION OF ASU 2016-23, CURRENT EXPECTED CREDIT LOSS -2,956,529. HERITAGE CHRISTIAN SERVICES CHILD CARE LLC 275 KENNETH DRIVE SUITE 100 ROCHESTER NY 14623 272954397 CHILD CARE NY 6668129 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 34 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 63301 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 34 1.00000 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 1 1 0