Form 990 for tax year 2022
Filed by COMPANIONS & HOMEMAKERS BY NANCY & HAZEL INC.
Totals
- Total revenue
- $997,377
- Total expenses
- $1,161,436
- Contributions and grants received
- $594,050
- Grants paid
- $0
- Program service revenue
- $367,769
- Investment income
- $18,896
- Other revenue
- $16,662
- Total assets, end of year
- $703,846
- Total liabilities, end of year
- $127,623
- Net assets or fund balances, end of year
- $576,223
- Program services expenses (Part IX)
- $981,036
- Management and general expenses
- $180,400
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $981,036
Program services were 84.5% 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.
-
1e · Government grants (contributions)
$594,050
-
2a · Program service revenue: SERVICE FEES
total $367,769 · related or exempt $367,769
-
3 · Investment income
total $21,117 · excluded $21,117
-
7a · Gross sales of assets other than inventory
securities $90,000
-
7b · Less cost or other basis and sales expenses
securities $92,221
-
7c · Gain or loss
securities -$2,221
-
7d · Net gain or loss
total -$2,221 · excluded -$2,221
-
11a · Other revenue: DONATIONS
total $16,662 · related or exempt $16,662
-
11e · Other revenue, total
$16,662
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $933,493 · program services $800,236 · management and general $133,257
-
9 · Other employee benefits
total $39,201 · program services $33,605 · management and general $5,596
-
10 · Payroll taxes
total $84,328 · program services $72,290 · management and general $12,038
-
11c · Fees: accounting
total $4,006 · management and general $4,006
-
11f · Fees: investment management
total $4,011 · program services $2,127 · management and general $1,884
-
11g · Fees: other
total $23,302 · program services $21,009 · management and general $2,293
-
12 · Advertising and promotion
total $7,050 · program services $6,425 · management and general $625
-
13 · Office expenses
total $18,578 · program services $12,735 · management and general $5,843
-
14 · Information technology
total $4,576 · program services $3,203 · management and general $1,373
-
16 · Occupancy
total $21,228 · program services $10,614 · management and general $10,614
-
17 · Travel
total $7,134 · program services $7,134
-
22 · Depreciation, depletion and amortization
total $846 · program services $634 · management and general $212
-
23 · Insurance
total $8,862 · program services $6,203 · management and general $2,659
-
24a · Other expenses: BAD DEBT EXPENSE
total $4,532 · program services $4,532
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $257 · program services $257
-
24c · Other expenses: MISCELLANEOUS
total $32 · program services $32
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $170,950 · end of year $99,761
-
4 · Accounts receivable
beginning of year $97,877 · end of year $104,041
-
9 · Prepaid expenses and deferred charges
beginning of year $16,312 · end of year $12,077
-
10a · Land, buildings and equipment: cost or other basis
$31,264
-
10b · Land, buildings and equipment: accumulated depreciation
$29,836
-
10c · Land, buildings and equipment, net
beginning of year $2,274 · end of year $1,428
-
11 · Investments: publicly traded securities
beginning of year $510,456 · end of year $412,869
-
15 · Other assets
end of year $73,670
-
17 · Accounts payable and accrued expenses
beginning of year $53,272 · end of year $52,623
-
25 · Other liabilities
end of year $75,000
-
27 · Net assets without donor restrictions
beginning of year $732,858 · end of year $564,460
-
28 · Net assets with donor restrictions
beginning of year $11,739 · end of year $11,763
Mission and programs · 2022
Mission
TO PROVIDE NON-MEDICAL IN HOME SERVICES TO AGING AND DISABLED ADULTS AND TO COLLABORATE WITH OTHER AREA PROVIDERS TO PREVENT PREMATURE INSTITUTIONAL PLACEMENT AND TO PROMOTE QUALITY OF LIFE.
-
THE ORGANIZATION PROVIDED APPROXIMATELY 44,000 HOURS OF NON-MEDICAL HOME SERVICES TO 237 AGING AND DISABLED ADULTS COVERING TWELVE TOWNS IN NORTHEASTERN CONNECTICUT.
Expenses $981,036 · Revenue $367,769
As filed on the 2022 return.
Listed in Part VII
-
Nancy Trawick-SmithNANCY TRAWICK-SMITH
EXEC. DIR
- Total calculated
- $61,300
- From this org
- $61,300
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Carol FreedmanCAROL FREEDMAN
V.PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Marie HakmillerMARIE HAKMILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James LedbetterJAMES LEDBETTER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Janet RagnoJANET RAGNO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Dona StrattonDONA STRATTON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Sue ThomasSUE THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440739349300844
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