Heritage Human Services INC FY2020 filing

Tax-deductible

Brooklyn, NY501(c)(3)Since 2009Human ServicesEIN 26-4692822Revenue $7.5M in FY2020

On file with the IRSheritagehumanservices.org1504 Ralph Ave, 11236-3129 · Brooklyn, NYTax-exempt since Aug 2009Publicly supported charity — 170(b)(1)(A)(vi)

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The mission of heritage human services is to advocate and provide direct services with and for individuals with developmental disabilities, and their families especially of African descent, throughout the city of new york in order to promote lifelong opportunities and for independence, inclusion and richer lives.The mission will be accomplished:-By providing city-wide leadership, support, and coordination;-By providing constructive influence and access to the processes affecting the organization and its constituencies;-By providing person-centered, accessible, and comprehensive quality services to individuals' needs;-By actively engaging constituents and their families in advocacy and policy-making decisions.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
$527K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $31K a year · under 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$527K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$497K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.5M
Spent
$7.8M
To programs
90%
Net assets
$5.6M
By yearFY2020–FY2025
Revenue
$7.5M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$7.5M
FY2021$7.9M
FY2022$8.8M
FY2023$8.8M
FY2024$8.5M
FY2025$10.3M
Expenses
$7.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$7.8M
FY2021$7.3M
FY2022$9.3M
FY2023$8.9M
FY2024$8.9M
FY2025$9.9M
Net assets
$5.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$5.6M
FY2021$6.2M
FY2022$5.8M
FY2023$5.6M
FY2024$5.2M
FY2025$5.7M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $7.0M Management & general 10% · $742K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990; $527K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$222,495Pt VII · Sec A
$190,621Pt VII · Sec A
Management
$114,327Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A

Francis Ngadi’s $397K as CEO is at the 90th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Francis Ngadi$397,099$402,641$402,641$281,818$313,971$222,495
Evette Ngadi$322,818$286,450$286,450$332,982$196,236$190,621
Mary Yang$150,617——$121,026——
Kaydene Yankana$122,416——$101,357——
Ping Yang————$113,987$114,327

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for and provides services to individuals with developmental disabilities, especially of African descent, promoting independence and inclusion.

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Provided by the organization

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3 programs · $6.8M · in their own filed words · FY2019
01

Day Habilitation Program

this program offers habilitative training in life skills, including but not limited to travel training, budgeting, shopping skills, money management, activities of daily living (adl), job skills, counseling, role-playing, social skills, recreation and other activities based on each individualized needs in a program setting or in a…

$4.4Mprogram expense
02

Community Habilitation

this program offers habilitation training in adl skills, budgeting, travel training, social and recreation skills to individuals who reside at home with family members. This program ensures that these individuals continue to live with their own chosen homes and communities with the skills they need.

$1.2Mprogram expense
03

Respite Program

offers relief to families with individuals with developmental disabilities. This service allows the family member to attend to activities they will otherwise be unable to without this relief.

$1.2Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$7.5M
Ln 12
Fees for servicesLn 2g$7.5M
Money outPt IX
$7.8M
Ln 25
Programscol B$7.0M
Managementcol C$742K
Owns and owesPt X
$5.6M
net assets · Ln 32
Cash and savingsLn 1–2$4.1M
Total assetsLn 16$6.1M
LiabilitiesLn 26$497K
PeoplePt VI, VII
8
listed · VII A
PaidVII A3
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$7.5M
Gains on assetsLn 7$0
Total revenueLn 12$7.5M
Assets in detailPt X, end of year
CashLn 1$4.1M
SavingsLn 2$0
Cash and savings togetherLn 1–2$4.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$212K
Other assetsLn 15$66K
Total assetsLn 16$6.1M
LiabilitiesLn 26$497K
Net assetsLn 32$5.6M
OperationsPt I, VI
EmployeesI 5190
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$4.7M$4.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$277K$212K
Total assetsLn 16$6.3M$6.1M
LiabilitiesLn 26$413K$497K
Net assetsLn 32$5.9M$5.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$413K$289K$124K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$4.5M$4.2M$319K
Pension plan contributionsLn 8$73K$73K
Other employee benefitsLn 9$672K$602K$70K
Payroll taxesLn 10$432K$392K$40K
Management feesLn 11a$0
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$16K$16K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$160K$141K$20K
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$420K$371K$49K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$381$381
InterestLn 20$1K$1K
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$101K$101K
InsuranceLn 23$50K$50K
Other expenses (24a–d)Ln 24$725K$706K$19K
All other expensesLn 24e$211K$177K$34K
Total functional expensesLn 25$7.8M$7.0M$742K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $10.3M$9.9M$491K$5.7M 990 PDF
FY2024 $8.5M$8.9M−$422K$5.2M 990 PDF
FY2023 $8.8M$8.9M−$108K$5.6M 990 PDF
FY2022 $8.8M$9.3M−$457K$5.8M 990 PDF
FY2021 $7.9M$7.3M$622K$6.2M 990 PDF
FY2020 Viewing $7.5M$7.8M−$311K$5.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $7,469,527 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$7,469,527
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$7,469,527
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$6,094,199
I-16a Professional fundraising fees$0
I-17 Other expenses$1,685,957
I-18 Total expenses$7,780,156
I-19 Revenue less expenses−$310,629
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,469,527 across 8 lines filed
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,469,527$7,469,527
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $7,469,527$7,469,527
Part IX · Statement of functional expenses $7,780,156 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $289,181 · Management $123,935$413,116
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $4,185,321 · Management $318,599$4,503,920
IX-8 Pension plan contributionsPrograms $72,575$72,575
IX-9 Other employee benefitsPrograms $602,390 · Management $70,030$672,420
IX-10 Payroll taxesPrograms $391,940 · Management $40,228$432,168
IX-11a Management fees$0
IX-11b Legal feesManagement $1,934$1,934
IX-11c Accounting feesManagement $15,586$15,586
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $140,542 · Management $19,738$160,280
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $371,362 · Management $48,999$420,361
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $381$381
IX-20 InterestPrograms $1,031$1,031
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $101,046$101,046
IX-23 InsuranceManagement $49,711$49,711
IX-24 Other expenses (24a–d)Programs $705,662 · Management $19,464$725,126
IX-24e All other expensesPrograms $176,833 · Management $33,668$210,501
IX-25 Total functional expensesPrograms $7,038,264 · Management $741,892 · Fundraising $0$7,780,156
Part X · Balance sheet $6,086,474 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $4,695,753$4,089,274
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $1,255,980$1,697,682
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $10,454$21,026
X-10c Land, buildings and equipment, netStart of year $277,452$212,110
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $73,504$66,382
X-16 Total assetsStart of year $6,313,143$6,086,474
X-17 Accounts payable and accrued expensesStart of year $355,849$489,633
X-26 Total liabilitiesStart of year $412,772$496,732
X-27 Net assets without donor restrictionsStart of year $5,900,371$5,589,742
X-32 Total net assets or fund balancesStart of year $5,900,371$5,589,742
X-33 Total liabilities and net assetsStart of year $6,313,143$6,086,474
Part XI · Reconciliation of net assets $5,589,742 net assets at year end
XI-1 Total revenue$7,469,527
XI-2 Total expenses$7,780,156
XI-3 Revenue less expenses−$310,629
XI-4 Net assets at start of year$5,900,371
XI-10 Net assets at end of year$5,589,742

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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