Charity Review

Issued: June 2016 Expires: June 2018

Charity Seal Holder

Heights And Hills

Meets Standards
 
(718) 596-8789 57 Willoughby Street, 4th Floor, Brooklyn NY 11201-5290 www.heightsandhills.org
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial
Conclusions

Heights And Hills meets the 20 Standards for Charity Accountability.

Purpose

Heights and Hills provides support services to Brooklyn's elderly and their caregivers to ensure their well-being within the community and to avoid costly and unwarranted hospitalization and institutionalization. Our mission, Heights and Hills promotes successful aging in the community, is guided by the following beliefs: 

- Older adults are assets to their communities.
- Older adults’ skills, experience, and wisdom enhance our civic organizations and institutions as well as individual lives.
- Older adults are an economic asset to communities.
- Making communities livable for older adults benefits all residents.
- Older adults are entitled to live as independently as possible, with dignity and personal choice.
- Professionally delivered home and community-based services for older people are essential.
- Support for caregivers helps bind generations and improves outcomes for all.
- Advocacy for issues pertaining to aging is critical.

Incorporated: 1971 in NY

Programs

To age successfully, one needs to have financial security, access to health care, safe and adequate/affordable housing, sufficient food and nutrition, and social supports to prevent isolation. In addition to these basic necessities, studies have shown that social connectedness and having a purpose are linked to increased health and longevity. Heights and Hills' core services focus on each of the above issues in order to promote successful aging:

Case Management: comprehensive in-home assessment, care planning and follow-up for homebound elders to allow them to remain living safely in their homes. Includes a home safety inspection, accessing homecare and home delivered meals, as well as screening for entitlements and benefits and linkages to other services. 

Caregiver Support Services: information and referral, training and education, counseling (both individual and group), crisis intervention and short-term respite services for family caregivers caring for an aging loved one. Also includes community presentations and seminars on various topics critical to caregivers.

Volunteer Services: volunteers of all ages are recruited, trained and supported to provide regular visit to homebound elders and care giving dyads to reduce social isolation, to provide escorts for appointments, and for one-off needs, such as learning to use a TV remote, setting up a computer, hanging curtains, etc. We also have an inter-generational program that features an interactive "Aging 101" curriculum, a pen pal program between 4th graders and homebound elders, and youngsters creating personalized birthday cards for homebound seniors. Several innovative partnerships have allowed us to implement "days of service" utilizing corporate volunteers and other formal groups to celebrate Father's day and other special days with deliveries of plants, bouquets of flowers, and other such gifts. And, as we have for 45 years, we provide a traditional Thanksgiving Dinner on Thanksgiving Day for over 200 elders who would otherwise be alone, utilizing close to 100 volunteers.

Transportation: provides transportation in Community Districts 2 and 6, transporting older adults to local appointments, shopping, and four senior centers in the area.

Park Slope Center for Successful Aging: In July 2015, Heights and Hills assumed sponsorship of a longstanding but hidden gem of a neighborhood senior center in the heart of Park Slope that was underutilized. We are now breathing new life into it! Our vision is to transform the Center into a neighborhood hub for people 60 and better, bringing opportunities for volunteerism, arts and education and physical exercise, as well as a communal lunchtime meal and opportunities to connect and find purpose. We collaborate with other community groups and organizations to create a vibrant and thriving community center that embraces the wisdom and experience of those who have helped to build our community.

Governance & Staff

Board Chair: Mr. Jeffrey A Helfgott, President Business Affiliation: Frederick Goldman, Inc.

CEO: Ms. Judy Willig, Executive Director/CEO Compensation:* $137,939 Business Affiliation: Heights and Hills, Inc.

Board Size: 13

Staff: 34

* Compensation includes annual salary and, if applicable, benefit plans, expense accounts and other allowances.
Fund Raising
Method(s) used: Direct Mail Appeals Invitations to Fundraising Events Grant Proposals

% of Related Contributions on Fundraising: 8.32%

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on Heights And Hills Audited Financial Statements for the fiscal year ending Tuesday, June 30, 2015.

Source of Funds
Government grants $1,771,621
Contributions $84,172
Foundation and corporate grants $166,000
Special Events (net of direct benefit to donors) $103,987
Program fees $102,680
Interest and other $428
Rent income $59,197
Net assets released from restrictions $0
Total Income: $2,288,085
 
Fusion Chart
 
Program Expenses: $1,829,319
Fundraising Expenses: $176,837
Administrative Expenses: $198,622
Total Expenses: $2,204,778
 
Income in Excess of Expenses: $83,307
 
Beginning Net Assets: $1,283,739
Ending Net Assets: $1,403,610
Total Liabilities: $22,597
Total Assets: $1,426,207


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This report is not to be used for fund raising or promotional purposes.

Standards Legend

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  • Standards Not Met IconStandards Not Met
  • Did Not Disclose IconDid Not Disclose
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Standard 1: Board Oversight


Description:

Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

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Standard 2: Board Size


Description:

Soliciting organizations shall have a board of directors with a minimum of five voting members.

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Standard 3: Board Meetings


Description:

An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

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Standard 4: Board Compensation


Description:

Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.

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Standard 5: Conflict of Interest


Description:

No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.

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Standard 6: Effectiveness Policy


Description:

Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

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Standard 7: Effectiveness Report


Description:

Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

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Standard 8: Program Expenses


Description:

Spend at least 65% of its total expenses on program activities.

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Standard 9: Fund Raising Expenses


Description:

Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

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Standard 10: Accumulating Funds


Description:

Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

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Standard 11: Audit Report


Description:

Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.

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Standard 12: Detailed Expense Breakdown


Description:

Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

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Standard 13: Accurate Expense Reporting


Description:

Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

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Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

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Standard 15: Truthful Materials


Description:

Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.

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Standard 16: Annual Report


Description:

Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

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Standard 17: Website Disclosures


Description:

Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

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Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

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Standard 19: Cause Marketing Disclosures


Description:

Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).

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Standard 20: Complaints


Description:

Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.