HERITAGE CHRISTIAN SERVICES INC (EIN 222334190) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

MARISA GEITNER

Phone

5853402000

Tax Period

2023-01-01 to 2023-12-31

HERITAGE CHRISTIAN SERVICES INC, founded in 1980, is a major nonprofit in the Human Services sector that reported $147.9M in total revenue in fiscal year 2023. Expenses of $140.7M left a modest 5% surplus.

Mission

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,680,776

Program Service Revenue $138,747,301

Investment Income $263,856

Other Revenue $2,213,153

TOTAL REVENUE $147,905,086

Expense Breakdown

Grants Paid $0

Salaries & Benefits $109,681,974

Fundraising Expenses $536,009

Program Expenses $127,235,115

Other Expenses $31,000,678

TOTAL EXPENSES $140,682,652

Year-over-Year Comparison

	2023	2022	Change
Revenue	$147,905,086	$145,979,001	+0.0%
Expenses	$140,682,652	$137,928,159	+0.0%
Net Income	$7,222,434	$8,050,842	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

4469

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$805,326

Total Directors

Key Employees

$881,018

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELINDA ANDOLINA	CHAIR	1.00	Officer Director	$0	$0	$0
NANCY BOJANOWSKI	MEMBER	1.00	Director	$0	$0	$0
NEIL CIEMINIS	MEMBER	1.00	Director	$0	$0	$0
DR LISA DURANT-JONES	MEMBER	1.00	Director	$0	$0	$0
DR SASHA ELOI-EVANS	MEMBER	1.00	Director	$0	$0	$0
PATRICIA FEOLA	MEMBER	1.00	Director	$0	$0	$0
CARL GRAYSON	MEMBER	1.00	Director	$0	$0	$0
SANJAY MATHUR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS MULLER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
REBECCA PRIEST	MEMBER	1.00	Director	$0	$0	$0
DR RYNE RAFFAELLE	MEMBER	1.00	Director	$0	$0	$0
MARIA J REED ESQ	SECRETARY	1.00	Officer Director	$0	$0	$0
JIM REITZ	MEMBER	1.00	Director	$0	$0	$0
RANDI RHINEHART	MEMBER	1.00	Director	$0	$0	$0
THE REV ANGELA D SIMS PHD	MEMBER	1.00	Director	$0	$0	$0
SUSAN STOCKTON	BOARD ADVISOR	1.00	Officer Director	$0	$0	$0
DAVID VADEN	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD VANDER HORST	MEMBER	1.00	Director	$0	$0	$0
CYNTHIA VOELKER	MEMBER	1.00	Director	$0	$0	$0
MARISA GEITNER	PRESIDENT / CEO	38.00	Officer	$443,095	$52,756	$495,851
ANNA MULCAHY	SVP FINANCE	40.00	Officer	$251,095	$58,380	$309,475
DREW BIELEMEIER	SVP OPERATIONS	40.00	Key Emp	$256,026	$61,742	$317,768
MARK ZAWACKI	EXECUTIVE DIRECTOR, FOUNDA	16.00	Key Emp	$215,602	$59,295	$274,897
DONNA MOSTILLER	SVP OF PEOPLE AND CULTURE	40.00	Key Emp	$248,146	$40,207	$288,353
LEONARD MUNTHALI	VP OF INFORMATION TECHNOLOGY	40.00	Highest	$196,878	$12,635	$209,513
LAURA RYAN	BUS. ANALYTICS & STRATEGY,	40.00	Highest	$187,780	$35,610	$223,390
CHARLES COLLARD	VP WNY	40.00	Highest	$172,361	$40,224	$212,585
MICHELLE LABOSSIERE - HALL	AVP CUSTOMIZED SUPPORTS	40.00	Highest	$168,363	$40,326	$208,689
DANIEL ROSS	VP OF CORPORATE COMPLIANCE	40.00	Highest	$157,318	$26,311	$183,629

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$147,905,086	$140,682,652	$64,111,063	$7,222,434
2022	$145,979,001	$137,928,159	$63,874,169	$8,050,842
2021	$106,241,069	$104,833,810	$62,213,014	$1,407,259
2019	$93,279,636	$92,777,184	$41,935,688	$502,452
2018	$89,230,838	$88,575,660	$45,866,207	$655,178

HERITAGE CHRISTIAN SERVICES INC