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← HOME INSTEAD CHARITIES

Form 990 for tax year 2023

Filed by HOME INSTEAD CHARITIES.

Totals

Total revenue
$669,462
Total expenses
$1,681,465
Contributions and grants received
$659,670
Grants paid
$1,389,023
Program service revenue
$0
Investment income
$9,792
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$1,437,142
Management and general expenses
$209,925
Fundraising expenses
$34,398
Program service expenses (Part III)
$1,437,142

Program services were 85.5% 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.

  • 1f · All other contributions, gifts and grants

    $659,670

  • 3 · Investment income

    total $9,792 · excluded $9,792

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,341,426 · program services $1,341,426

  • 2 · Grants to domestic individuals

    total $47,597 · program services $47,597

  • 7 · Other salaries and wages

    total $132,942 · program services $39,883 · management and general $93,059

  • 8 · Pension plan contributions

    total $1,656 · program services $497 · management and general $1,159

  • 9 · Other employee benefits

    total $15,642 · program services $4,692 · management and general $10,950

  • 10 · Payroll taxes

    total $10,157 · program services $3,047 · management and general $7,110

  • 11b · Fees: legal

    total $8,502 · management and general $8,502

  • 11g · Fees: other

    total $64,610 · management and general $64,610

  • 12 · Advertising and promotion

    total $6,950 · fundraising $6,950

  • 13 · Office expenses

    total $1,548 · management and general $1,387 · fundraising $161

  • 14 · Information technology

    total $27,287 · fundraising $27,287

  • 17 · Travel

    total $5,199 · management and general $5,199

  • 24a · Other expenses: CREDIT CARD FEES

    total $13,774 · management and general $13,774

  • 24b · Other expenses: BANK CHARGES

    total $4,175 · management and general $4,175

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $131,992 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $91,016 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $1,995 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $805,482 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $43,145 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $765,932 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $221,408 · end of year $0

Mission and programs · 2023

Mission

TO IMPROVE THE QUALITY OF LIFE FOR UNDERSERVED AGING ADULTS.

  • GIVE65: ONE IN SEVEN OLDER ADULTS IS LIVING IN POVERTY. MANY RELY ON THE NONPROFIT SECTOR FOR BASIC NEEDS LIKE MEALS, TRANSPORTATION, HOUSING, ACTIVITIES, AND MORE. GIVE65, THE SIGNATURE PROGRAM OF HOME INSTEAD CHARITIES, IS AN ONLINE GIVING PLATFORM COMMITTED TO HONORING ALL AGING ADULTS AND THEIR AGING JOURNEY BY PARTNERING WITH NONPROFIT ORGANIZATIONS TO INSPIRE GREATER CHARITABLE GIVING IN SUPPORT OF AGING ADULTS.

    Expenses $1,389,545 · Grants $1,341,426

  • BE A SANTA TO A SENIOR (BASTAS): THE BE A SANTA TO A SENIOR PROGRAM WAS ESTABLISHED IN 2003 WITH THE INTENT TO SPREAD HOLIDAY CHEER TO ISOLATED AGING ADULTS WHO MIGHT NOT OTHERWISE RECEIVE A GIFT OR A VISIT DURING THE HOLIDAYS. SINCE THEN, HUNDREDS OF THOUSANDS OF AGING ADULTS HAVE BENEFITED FROM A WRAPPED GIFT OR A FRIENDLY VISIT DURING A SEASON THAT CAN FEEL LONELY. HOME INSTEAD CHARITIES IS ABLE TO ACCEPT MONETARY GIFTS VIA CASH OR CREDIT CARD IN SUPPORT OF COMMUNITY-BASED BE A SANTA TO A SENIOR PROGRAMS COORDINATED BY HOME INSTEAD FRANCHISE OFFICES ACROSS THE COUNTRY.

    Expenses $39,597 · Grants $39,597

  • DISASTER RELIEF PROGRAM: WHEN A DISASTER IS PRESIDENTIALLY DECLARED, HOME INSTEAD CHARITIES PROVIDES IMMEDIATE RELIEF GRANTS TO CAREGIVERS AND KEY PLAYERS IMPACTED BY THE DISASTER. THE HOME INSTEAD NETWORK HELPS TO PROVIDE FUNDING.

    Expenses $8,000 · Grants $8,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Hogan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Roger Baumgart Thru 123

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jisella Dolan Thru 723

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Rabito

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Brad Cannon

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Lori Hogan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Erin Albers Thru 723

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Lammers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stacy Robello

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Miske

    EXECUTIVE DIRECTOR

    Total calculated
    $147,418
    From this org
    $141,658
    From related orgs
    $0
    Other
    $5,760
    Hours/week
    40

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • No recipient named

    no value reported

    Liquidation · REMAINING CASH WAS DISTRIBUTED AS PART OF THE DISSOLUTION PROCESS TO NONPROFITS AS REPORTED ON SCH I.

Provenance

Return type
form_990
Tax year
2023
Filed
9 April 2024
IRS schema version
2023v5.0
Source object
202401019349300905

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