irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $39.04MSELF-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.
- #2 $13.57MDAY 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.
named programs · 7 · from sources
What they call their work
CDPAP Services
Consumer Directed Personal Assistance Program allowing individuals to hire and manage their own personal care staff
Day Habilitation
Offers skill-building activities and community engagement opportunities for individuals with developmental disabilities, including volunteer work and educational tours
Eleversity
Statewide educational division offering training and certification for direct support professionals, formerly the Center for Human Services Education
Employment Alliance
Program focused on work readiness and supported employment for people with disabilities
Expressive Beginnings Child Care
Childcare centers providing early childhood education and care in Henrietta and Greece, NY
Heritage Gardens
Income-eligible apartment complex offering 83 units in partnership with Home Leasing to support community living
Self-Direction (Fiscal Intermediary)
Provides fiscal intermediary services enabling people with developmental disabilities to self-direct their Medicaid-funded supports, including hiring personal staff and managing individualized budgets
activities · 14 groups
What they do
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Affordable Housing Development and Management 1 activity
- Accessible and affordable housing developmentsOperates multiple accessible, income-eligible housing communities across New York, including Heritage Gardens (84 units in Henrietta), Ferncliff Apartments (23 barrier-free units in Irondequoit), and an inclusive apartment complex with 17 OPWDD-reserved units. Units are designed to be adaptable for accessibility needs.
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Agricultural Training and Education Programs 1 activity
- Agricultural education and day program at Springdale FarmOperates Springdale Farm in Ogden, NY, as an agricultural education center and day program site for adults with disabilities, offering field trips, summer camps, events, and private rentals. Operated in partnership with Monroe County.
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Early Childhood Education & Development Programs 1 activity
- Child care and early childhood educationProvides child care services for children up to age 12 through three locations in the Rochester area, featuring a family-centered environment and creative curriculum. Expanded capacity by acquiring Toddler’s Workshop & Railroad Junction and opening a new center in Greece, NY, serving an additional 420 children.
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Organizational Newsletter Production and Distribution 1 activity
- Community engagement and communicationsProduces the Spirit Newsletter to share stories of faith and courage and publishes an annual Report to the Community to highlight impact and connection.
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Comprehensive Community Service Hubs 1 activity
- Community health and wellness centersOperates the Pieters Family Life Center in Henrietta as a community health and wellness hub offering therapies, educational classes, conferences, clubs, and social activities to support holistic well-being for individuals and families.
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Consumer-Directed Personal Care Administration 1 activity
- Fiscal intermediary and self-direction support servicesProvides fiscal intermediary and brokerage services that enable individuals with developmental disabilities to self-direct their Medicaid-funded supports, including budget management, staff hiring, compliance, and reimbursement processing. Supports over 1,200 individuals and has facilitated more than 750 self-hire employees.
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Christian Missionary and Church Planting Efforts 1 activity
- International outreach and mission programsConducts international volunteer missions to Central America, particularly Guatemala, where teams build homes, provide healthcare access, fit individuals with wheelchairs, and support faith-based retreats and orphanages for people with disabilities.
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Program Monitoring & Evaluation 1 activity
- Program evaluation and performance monitoringConducts regular program audits and monitors performance data to ensure services are safe, effective, and aligned with individual goals and organizational standards.
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Residential Support for Developmental Disabilities 1 activity
- Residential and community support services for individuals with developmental disabilitiesProvides residential, day habilitation, respite, community habilitation, and self-directed support services to thousands of individuals across 15 counties in New York, including through OPWDD-funded programs. Services are designed to promote skill development, independence, and community engagement.
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Supported Employment for Developmental Disabilities 1 activity
- Supported employment and inclusive hiring programsOperates the Employment Alliance program to connect businesses with qualified job seekers who have developmental disabilities, promoting inclusive hiring and workforce integration.
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Therapeutic Equine-Assisted Programs 1 activity
- Therapeutic and equine-assisted programsOffers equine-assisted horseback riding and horsemanship lessons for people of all ages and abilities, including veterans and individuals with disabilities, to support physical, emotional, spiritual, and mental well-being. Programs include mounted and unmounted therapy, the Pony Adventure Program, and birthday parties with mini riding lessons.
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Discount Retail for Reuse 1 activity
- Thrift store operationsOperates a resale shop in East Rochester where individuals can shop for affordable goods or donate gently used clothing and household items. Store proceeds partially fund international volunteer missions.
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Workplace DEI Research and Training 1 activity
- Workforce development and professional trainingProvides ongoing staff training and professional development, and develops workforce education programs focused on access, diversity, equity, and inclusion for workers in New York and nationally.
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Uncategorized 1 activity
- Adirondack retreat facility for staff and familiesOperates Heritage Hollow, an Adirondack lodge retreat on Sixth Lake in Inlet, NY, providing vacation and rest opportunities for staff, families, and volunteers since 2001, including expanded lodging with The Bunkhouse.
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financials · form 990 · fy2024
revenue
Total revenue$165.68M
Contributions & grants$2.04M1%
Program service revenue$161.63M98%
Investment income$912K1%
Other revenue$1.09M
expenses
Total expenses$157.52M
Program expenses90%
Admin / overhead9%
Fundraising0%
Salaries & benefits$122.41M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$76.23M
Cash$23.97M
Investments$1.54M
Liabilities$30.10M
Net assets$46.13M
Liquid reserves1.9 mo
2 years on record · 2023–2024 · YoY revenue +12.0%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 11
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| MARISA GEITNER | PRESIDENT / CEO | 38 | $489K |
| DREW BIELEMEIER | SVP OPERATIONS | 40 | $308K |
| DONNA MOSTILLER | SVP OF PEOPLE AND CULTURE | 40 | $296K |
| MARK ZAWACKI | EXECUTIVE DIRECTOR, FOUNDA | 16 | $285K |
| LEONARD MUNTHALI | VP OF INFORMATION TECHNOLO | 40 | $274K |
| LAURA RYAN | BUS. ANALYTICS & STRATEGY, | 40 | $233K |
| CHARLES COLLARD | VP WNY | 40 | $221K |
| MICHELLE LABOSSIERE - HALL | VP CUSTOMIZED SUPPORTS | 40 | $220K |
| SHADI SIFAIN | SVP FINANCE | 1 | $202K |
| DANIEL ROSS | VP OF CORPORATE COMPLIANCE | 40 | $195K |
| ANNA MULCAHY | SVP FINANCE, THROUGH MAY | 40 | $85K |
board members · 14
- CARL GRAYSON — MEMBER
- CHRIS MULLER — VICE CHAIR
- CYNTHIA VOELKER — MEMBER
- DAVID VADEN — TREASURER
- DR LISA DURANT-JONES — MEMBER
- DR MANASI LADRIGAN — MEMBER
- DR RYNE RAFFAELLE — MEMBER
- DR SASHA ELOI-EVANS — MEMBER
- HON MARIA CUBILLOS REED — SECRETARY
- JIM REITZ — MEMBER
- LORI FLORACK — MEMBER
- MELINDA ANDOLINA — CHAIR
- NANCY BOJANOWSKI — MEMBER
- NEIL CIEMINIS — MEMBER
relationships · 26
Who they work with
- Bethel Ministries Partner — Partnered with Heritage Christian Services to build homes and distribute wheelchairs during outreach trips in Guatemala.
- Bethel Ministries International Partner — Partnered with Heritage Christian Services to provide camp retreats and home-building outreach trips in Guatemala.
- Children’s Health Home of Upstate New York (CHHUNY) Partner — Partnered with CHHUNY to become a Care Management Agency, expanding services to children outside OPWDD.
- Eleversity Partner — Workforce education initiative focused on access, diversity, equity, and inclusion developed under the Eleversity brand.
- Employment Alliance Partner — Partners with Employment Alliance to connect job seekers with intellectual and developmental disabilities to employment opportunities in the Greater Rochester and Buffalo regions.
- Episcopal Church of the Good Shepherd Partner — Received donated property from the Episcopal Church of the Good Shepherd for a residential home in Webster, NY.
- Expressive Beginnings Child Care Partner — Child care division providing services under the Expressive Beginnings Child Care name.
- Home Leasing Partner — Collaborates on the development and management of Heritage Gardens, an affordable housing community in Henrietta.
- Home Leasing Partner — Partner organization in the development and operation of Heritage Gardens, an accessible housing community in Henrietta.
- Home Leasing Partner — Partnered with Home Leasing to develop and open Heritage Gardens, an affordable housing complex.
- Hope Haven International Partner — Partnered with Heritage Christian Services to provide camp retreats for people with disabilities in Guatemala.
- Medicaid Government — Provides fiscal intermediary services for self-directed Medicaid services.
- Monroe County Government — Owns Springdale Farm, which is operated by Heritage Christian Services as a public demonstration farm.
- Monroe County Partner — Partnered with Monroe County to assume operations at Springdale Farm and open a day habilitation site.
- National Alliance for Direct Support Professionals (NADSP) Partner — Partnered with NADSP to launch the E-Badge Academy pilot program for national certification of direct support professionals.
- New York State Dept of Health Government — Works to help individuals access support services available through the NYS Department of Health.
- OPWDD Government — Funding and regulatory partner for self-directed services provided by Heritage Christian Services.
- Office for People With Developmental Disabilities Government — Provides funding and eligibility determination for services offered by Heritage Christian Services.
- Office for People With Developmental Disabilities Government — Provides information and support to help individuals access OPWDD programs and services.
- Office for People With Developmental Disabilities’ Division of Quality Improvement Government — Engages in the state-administered quality review process for service providers.
- Office for Persons with Developmental Disabilities Partner — Collaborates to reserve 17 apartments and provide supportive services for residents with developmental disabilities at Heritage Gardens.
- Pieters Family Life Center Partner — Health and wellness center in Henrietta operated in collaboration with Pieters Family Life Center.
- Second Thought Partner — Thrift store operated by Heritage Christian Services in partnership with Second Thought.
- Springdale Farm Partner — Agricultural education center and day program site for adults with disabilities operated as Springdale Farm.
- United Church of Christ of Webster Partner — Received land donation from the United Church of Christ of Webster to establish the first Heritage Christian home.
- Volunteers Partner — Volunteers assist in running therapeutic horsemanship lessons year-round, with up to three volunteers supporting a single rider during lessons.
strategies · 5
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Continuous Quality Improvement via Feedback and Trainingmethodology: continuous_quality_improvementBy systematically incorporating staff training and stakeholder feedback, the organization aligns its services with evolving individual needs and quality standards, because iterative learning and adaptation enhance service relevance and effectiveness.
- Equine-Assisted Holistic Therapymethodology: equine_assisted_therapyBy leveraging the rhythmic movement of horses and human-horse bonding, the organization improves physical balance, cognitive function, and emotional empowerment, because multisensory, experiential engagement supports holistic development in ways traditional therapies may not.
- Faith-Based Dignity and Inclusion Frameworkmethodology: faith-based_person-centered_careBy grounding services in Christian values that emphasize the inherent dignity, worth, and inclusion of every person, the organization fosters belonging and supports individuals in achieving fulfilling lives, because spiritual and values-based affirmation strengthens engagement and well-being.
- Person-Centered Self-Direction Modelmethodology: self_directionBy allowing individuals with developmental disabilities to control their service design, staffing, and budgets, Heritage Christian Services increases autonomy, personalization, and alignment with individual goals, because self-determination leads to more meaningful and effective support outcomes.
- Supportive Housing with Integrated Servicesmethodology: supportive_housingBy combining permanent affordable housing with access to supportive services for individuals with developmental disabilities, the organization enables community integration and independent living, because stable housing paired with tailored supports removes systemic barriers to inclusion.