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← HOMES FOR INDEPENDENCE INC

Form 990 for tax year 2022

Filed by HOMES FOR INDEPENDENCE INC.

Totals

Total revenue
$1,527,209
Total expenses
$2,526,620
Contributions and grants received
$641,914
Grants paid
$0
Program service revenue
$811,657
Investment income
-$8,976
Other revenue
$82,614
Total assets, end of year
$6,392,695
Total liabilities, end of year
$15,737,567
Net assets or fund balances, end of year
-$9,344,872
Program services expenses (Part IX)
$2,205,040
Management and general expenses
$321,580
Fundraising expenses
$0
Program service expenses (Part III)
$2,205,040

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $500,000

  • 1f · All other contributions, gifts and grants

    $141,914

  • 2a · Program service revenue: HOUSING & MGT FEES

    total $810,138 · related or exempt $810,138

  • 2b · Program service revenue: REHABILITATION SERVICE

    total $1,519 · related or exempt $1,519

  • 7b · Less cost or other basis and sales expenses

    other assets $8,976

  • 7c · Gain or loss

    other assets -$8,976

  • 7d · Net gain or loss

    total -$8,976 · excluded -$8,976

  • 11a · Other revenue: OTHER INCOME

    total $82,614 · excluded $82,614

  • 11e · Other revenue, total

    $82,614

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $210,649 · program services $210,649

  • 7 · Other salaries and wages

    total $529,327 · program services $529,327

  • 9 · Other employee benefits

    total $121,818 · program services $121,818

  • 10 · Payroll taxes

    total $56,614 · program services $56,614

  • 11b · Fees: legal

    total $4,670 · program services $4,670

  • 11g · Fees: other

    total $724,040 · program services $724,040

  • 13 · Office expenses

    total $12,828 · program services $12,828

  • 14 · Information technology

    total $367 · program services $367

  • 16 · Occupancy

    total $182,779 · program services $182,779

  • 19 · Conferences, conventions and meetings

    total $1,068 · program services $1,068

  • 20 · Interest

    total $884 · program services $884

  • 22 · Depreciation, depletion and amortization

    total $196,385 · program services $196,385

  • 23 · Insurance

    total $69,736 · program services $69,736

  • 24a · Other expenses: G&A ALLOCATION

    total $321,580 · management and general $321,580

  • 24b · Other expenses: CONTRACT/OTHER SUPPLIES

    total $47,758 · program services $47,758

  • 24c · Other expenses: REPAIRS

    total $32,599 · program services $32,599

  • 24d · Other expenses: OTHER EXPENSES

    total $13,518 · program services $13,518

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,211 · end of year $29,905

  • 4 · Accounts receivable

    beginning of year $6,268 · end of year $21,783

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,874 · end of year $27,602

  • 10a · Land, buildings and equipment: cost or other basis

    $4,500,994

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,326,787

  • 10c · Land, buildings and equipment, net

    beginning of year $2,462,919 · end of year $2,174,207

  • 15 · Other assets

    beginning of year $2,145,559 · end of year $4,139,198

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,604

  • 23 · Secured mortgages and notes payable

    beginning of year $2,073,036 · end of year $2,057,537

  • 25 · Other liabilities

    beginning of year $10,930,652 · end of year $13,680,030

  • 27 · Net assets without donor restrictions

    beginning of year -$8,345,461 · end of year -$9,344,872

Mission and programs · 2022

Mission

TO FACILITATE SERVICES, RESOURCES AND PARTNERSHIPS TO SUPPORT PEOPLE WITH DISABILITIES AND OTHERS WE SERVE, ALONG WITH THEIR FAMILIES, THEIR CAREGIVERS AND COMMUNITY MEMBERS, IN ORDER TO BUILD MORE INCLUSIVE COMMUNITIES.

Activities or mission (Part I)

TO FACILITATE SERVICES FOR PEOPLE WITH DISABILITIES TO BUILD MORE INCLUSIVE COMMUNITIES.

  • SEE SCHEDULE O.HOMES FOR INDEPENDENCE, INC. (HFI) IS A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION AND THE HOUSING DIVISION OF ABILITIES, INC. OF FLORIDA. ABILITIES, INC. OF FLORIDA DBA SERVICESOURCE IS A 501(C)(3) NOT-FOR-PROFIT ORGANIZATION OPERATING AS THE FLORIDA REGIONAL OFFICE OF SERVICESOURCE. THE MISSION OF THE ORGANIZATION IS TO FACILITATE SERVICES, RESOURCES AND PARTNERSHIPS TO SUPPORT PEOPLE WITH DISABILITIES AND OTHERS WE SERVE, ALONG WITH THEIR FAMILIES, THEIR CAREGIVERS AND COMMUNITY MEMBERS, IN ORDER TO BUILD MORE INCLUSIVE COMMUNITIES. THE SERVICESOURCE ORGANIZATION IS MADE UP OF FIVE REGIONAL OFFICES WITH PROGRAMS AND OPERATIONS IN MORE THAN 10 STATES AND THE DISTRICT OF COLUMBIA. THE REGIONAL OFFICES ARE LOCALLY INCORPORATED AS SEPARATE 501(C)(3) ENTITIES BUT MEET CONCURRENTLY THROUGH THE SAME VOLUNTEER BOARD OF DIRECTORS ACROSS REGIONS. ABILITIES, INC. OF FLORIDA OPERATING AS THE FLORIDA REGIONAL OFFICE OF SERVICESOURCE IS LOCATED IN CLEARWATER, FL. THE VIRGINIA REGIONAL OFFICE IS IN OAKTON, VA; THE NORTH CAROLINA REGIONAL OFFICE IS LOCATED IN FAYETTEVILLE, NC; THE DELAWARE REGIONAL OFFICE IS IN NEW CASTLE, DE; AND THE UTAH REGIONAL OFFICE IS IN CLEARFIELD, UT.HOMES FOR INDEPENDENCE PROVIDES AFFORDABLE, ACCESSIBLE AND SAFE HOUSING FOR PERSONS WITH LOW INCOMES AND/OR DISABILITIES THROUGH THE FOLLOWING PROGRAMS AND SERVICES: -INCLUSIVE, ACCESSIBLE AND AFFORDABLE RENTALS IN PINELLAS AND BREVARD COUNTIES, FL, AND IN CUMBERLAND COUNTY, NC, IN CONDOMINIUM UNITS WHICH ARE INTEGRATED INTO ESTABLISHED CONDOMINIUM COMMUNITIES WITH EASY ACCESS TO SHOPPING AND TRANSPORTATION. AFFORDABLE, ACCESSIBLE AND SAFE HOUSING WAS PROVIDED TO MORE THAN 310 FAMILIES IN FY23. -HOUSING COUNSELING FOR INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES. -VETERANS HOUSING THROUGH DUVAL PARK IN ST. PETERSBURG, FL. THIS 88-UNIT PERMANENT SUPPORTED HOUSING COMMUNITY FOR VETERAN WITH DISABILITIES AND THEIR FAMILIES PROVIDES A RANGE OF SUPPORT SERVICES.

    Expenses $2,205,040 · Revenue $811,657

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lalania Seeders

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Katie Bendel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Barbara McSherry

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Kevin Southscott

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Gilbert Logan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Monique Little

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Amanda Gomez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Bruce Patterson

    PRESIDENT/CEO

    Total calculated
    $608,776
    From this org
    $17,118
    From related orgs
    $553,485
    Other
    $38,173
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $13,274 + $429,197 related
    Bonus
    $3,140 + $101,522 related
    Other
    $704 + $22,766 related
    Deferred
    $0
    Nontaxable benefits
    $1,145 + $37,028 related
    Filer's total
    $18,263 + $590,513 related

  • Kenneth Crum

    CHIEF OPERATING OFFICER

    Total calculated
    $326,009
    From this org
    $5,771
    From related orgs
    $282,775
    Other
    $37,463
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $4,636 + $227,183 related
    Bonus
    $711 + $34,840 related
    Other
    $424 + $20,752 related
    Deferred
    $0
    Nontaxable benefits
    $749 + $36,714 related
    Filer's total
    $6,520 + $319,489 related

  • Lisa Ciccolelli

    DIRECTOR-HOUSING

    Total calculated
    $133,358
    From this org
    $114,945
    From related orgs
    $0
    Other
    $18,413
    Hours/week
    40

  • Nathaniel Hoover

    CHIEF FINANCIAL OFFICER

    Total calculated
    $354,976
    From this org
    $6,871
    From related orgs
    $336,691
    Other
    $11,414
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $5,613 + $275,044 related
    Bonus
    $1,250 + $61,250 related
    Other
    $8 + $397 related
    Deferred
    $0
    Nontaxable benefits
    $228 + $11,186 related
    Filer's total
    $7,099 + $347,877 related

  • Mark Hall

    PRESIDENT (RETIRED 10/22)

    Total calculated
    $444,584
    From this org
    $12,261
    From related orgs
    $396,417
    Other
    $35,906
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $8,999 + $290,963 related
    Bonus
    $2,578 + $83,353 related
    Other
    $684 + $22,101 related
    Deferred
    $0
    Nontaxable benefits
    $1,077 + $34,829 related
    Filer's total
    $13,338 + $431,246 related

  • Matthew Motko

    EXECUTIVE DIRECTOR

    Total calculated
    $189,339
    From this org
    $16,064
    From related orgs
    $144,578
    Other
    $28,697
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $14,862 + $133,762 related
    Bonus
    $1,136 + $10,224 related
    Other
    $66 + $592 related
    Deferred
    $0
    Nontaxable benefits
    $2,870 + $25,827 related
    Filer's total
    $18,934 + $170,405 related

  • Andrew Rind

    EVP-PROGRAM SERVICES

    Total calculated
    $231,740
    From this org
    $4,029
    From related orgs
    $197,439
    Other
    $30,272
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $3,645 + $178,614 related
    Bonus
    $368 + $18,018 related
    Other
    $16 + $807 related
    Deferred
    $0
    Nontaxable benefits
    $605 + $29,667 related
    Filer's total
    $4,634 + $227,106 related

  • Swati Aneja

    EVP-HR

    Total calculated
    $272,162
    From this org
    $5,405
    From related orgs
    $264,843
    Other
    $1,914
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $4,203 + $205,937 related
    Bonus
    $779 + $38,171 related
    Other
    $423 + $20,735 related
    Deferred
    $0
    Nontaxable benefits
    $38 + $1,876 related
    Filer's total
    $5,443 + $266,719 related

  • Soma Bakhtari

    VP-IT

    Total calculated
    $231,794
    From this org
    $4,059
    From related orgs
    $198,889
    Other
    $28,846
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $3,758 + $184,124 related
    Bonus
    $284 + $13,925 related
    Other
    $17 + $840 related
    Deferred
    $0
    Nontaxable benefits
    $577 + $28,269 related
    Filer's total
    $4,636 + $227,158 related

  • Dennis Dapolito

    EVP-BUSINESS DEVELOPMENT

    Total calculated
    $308,713
    From this org
    $5,512
    From related orgs
    $270,045
    Other
    $33,156
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $4,780 + $234,203 related
    Bonus
    $711 + $34,828 related
    Other
    $21 + $1,014 related
    Deferred
    $0
    Nontaxable benefits
    $663 + $32,493 related
    Filer's total
    $6,175 + $302,538 related

  • Lisa Long

    EVP-IT

    Total calculated
    $289,461
    From this org
    $5,450
    From related orgs
    $267,062
    Other
    $16,949
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $4,331 + $212,242 related
    Bonus
    $690 + $33,814 related
    Other
    $429 + $21,006 related
    Deferred
    $0
    Nontaxable benefits
    $339 + $16,610 related
    Filer's total
    $5,789 + $283,672 related

  • John Angerer

    VP-RISK & COMPLIANCE

    Total calculated
    $217,093
    From this org
    $3,682
    From related orgs
    $180,409
    Other
    $33,002
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $3,402 + $166,689 related
    Bonus
    $264 + $12,936 related
    Other
    $16 + $784 related
    Deferred
    $0
    Nontaxable benefits
    $660 + $32,342 related
    Filer's total
    $4,342 + $212,751 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
23 January 2024
IRS schema version
2022v5.0
Source object
202410319349300406

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