Heritage Christian Services

What it reported doing in 2024

Homes with heart campaign: originally launched in 2020 with a $6.5 million goal, the campaign grew to exceed $10 million, funding 13 homes through new construction, renovations and accessibility upgrades.heritage christian services' largest-ever campaign raised over $9.7 million by the end of 2024, ensuring people with intellectual and developmental disabilities can age with dignity in community-based homes rather than institutional settings. By the end of 2024:- nine of 13 home projects were completed, benefiting 45 individuals, with four more in progress with completion expected in 2025.- 931 gifts from 705 donors, including 547 individuals and 124 first-time donors, contributed to the campaign.- the campaign's long-term impact will reach 400 individuals over the next 60 years.community engagement & fundraisingheritage christian services hosted several community events to raise resources, including:- spaghetti dinner & basket raffle- hcs golf classic- heritage hero run + roll + stroll- sheep shearing festival at springdale farmfunds raised in 2024 helped support programs and services and support employees, including a 3% wage increase for all staff members, outpacing New York state's 2.84% increase for direct support workers.planned giving & long-term impact: to further strengthen the foundation's financial stability and long-term impact, heritage christian services encourages planned giving as an essential part of its fundraising strategy. Planned gifts, such as bequests, charitable gift annuities and beneficiary designations, allow donors to make a lasting difference for the people we serve. These gifts help sustain our work well into the future, enabling us to respond to community needs, expand services and ensure the highest quality of care for generations to come. By including planned giving as a key component, the foundation invites supporters to leave a legacy that aligns with their values and commitment to the heritage christian mission.programs supported by foundation grants & donations: in addition to the funds raised for the homes with heart campaign, 2024 funds also helped to support areas including:- eleversity, the hcs education and training division, fostering inclusion and professional development.- employment programs, connecting people with disabilities to meaningful jobs.- the employer resource network, offering free and confidential success coaching for hcs employees and employees of partner organizations.- springdale farm, supporting animal care and agricultural education.- heritage christian stables, providing therapeutic riding for children and adults with disabilities, veterans and others. - respite programs, offering 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.we are grateful to our generous donors, whose gifts through fundraising appeals, events and planned giving ensure that heritage christian services can continue to grow and serve those in need.

Financial Efficiency

• Mission deployment rate: 27.8%; rating input score 28
• Program expense ratio: 69.3%; rating input score 69
• Fundraising efficiency: Limited

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
• Pay-setting controls: 0 of 6 controls in place; rating input score 0
  • Compensation committee: Missing
  • Independent consultant: Missing
  • Other Form 990s reviewed: Missing
  • Written employment contract: Missing
  • Compensation survey or study: Missing
  • Board or committee approval: Missing
• Foreign activity oversight: Limited
• Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
• Governance controls: 7 of 8 controls in place; rating input score 88
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Fail
  • Other executive compensation review process: NotApplicable
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: 67.8%; rating input score 96; 96th percentile among comparable filings
• Total-asset coverage ratio: 11.78; rating input score 92; 92nd percentile among comparable filings
• Liabilities to assets ratio: 0.25; rating input score 38; 38th percentile among comparable filings
• Officer compensation ratio: 4.2%; rating input score 59; 59th percentile among comparable filings

Growth

• Program expense growth: 21.1% per year; rating input score 100; 86th percentile among comparable filings
• Revenue growth: 13.4% per year; rating input score 100; 78th percentile among comparable filings
• Asset growth: 9.1% per year; rating input score 100; 55th percentile among comparable filings