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Nonprofiteer
← HOMEWARD BOUND FOUNDATION

Form 990 for tax year 2022

Filed by HOMEWARD BOUND FOUNDATION.

Totals

Total revenue
$212,371
Total expenses
$138,262
Contributions and grants received
$105,053
Grants paid
$86,951
Program service revenue
$0
Investment income
$62,141
Other revenue
$45,177
Total assets, end of year
$1,028,217
Total liabilities, end of year
$14,033
Net assets or fund balances, end of year
$1,014,184
Program services expenses (Part IX)
$86,951
Management and general expenses
$51,311
Fundraising expenses
$0
Program service expenses (Part III)
$86,951

Program services were 62.9% 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.

  • 1c · Fundraising events

    $42,265

  • 1f · All other contributions, gifts and grants

    $62,788

  • 1g · Noncash contributions included above

    $20,084

  • 3 · Investment income

    total $28,757 · excluded $28,757

  • 7a · Gross sales of assets other than inventory

    securities $226,705

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

    securities $193,321

  • 7c · Gain or loss

    securities $33,384

  • 7d · Net gain or loss

    total $33,384 · excluded $33,384

  • 8a · Fundraising events: gross income

    $96,270

  • 8a · Fundraising events: contributions included on line 1c

    $42,265

  • 8b · Fundraising events: direct expenses

    $51,093

  • 8c · Net income from fundraising events

    total $45,177 · excluded $45,177

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $86,951 · program services $86,951

  • 7 · Other salaries and wages

    total $38,486 · management and general $38,486

  • 13 · Office expenses

    total $7,804 · management and general $7,804

  • 14 · Information technology

    total $5,021 · management and general $5,021

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $33,701 · end of year $54,904

  • 2 · Savings and temporary cash investments

    beginning of year $173,237 · end of year $148,602

  • 4 · Accounts receivable

    end of year $6,017

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,000 · end of year $2,000

  • 11 · Investments: publicly traded securities

    beginning of year $969,761 · end of year $816,694

  • 25 · Other liabilities

    beginning of year $31,066 · end of year $14,033

  • 27 · Net assets without donor restrictions

    beginning of year $1,118,625 · end of year $983,257

  • 28 · Net assets with donor restrictions

    beginning of year $29,008 · end of year $30,927

Mission and programs · 2022

Mission

TO SUPPORT THE CHARITABLE PURPOSES OF HOMEWARD BOUND, INC.

Activities or mission (Part I)

PROVIDING RESOURCES TO HELP PEOPLE WITH COMPLEX DISABILITIES LIVE THEIR LIVES WITH DIGNITY.

  • HOMEWARD BOUND FOUNDATION WAS ESTABLISHED TO MANAGE THE FUNDRAISING ACTIVITIES OF HOMEWARD BOUND, INC., A 501(C)(3) EXEMPT ORGANIZATION.

    Expenses $86,951 · Grants $86,951

As filed on the 2022 return.

Listed in Part VII

  • Dan Etzel

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Jim Bergeson

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Peggy Neale

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.1

  • Richard Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Jill Ties

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • Donald Priebe

    CEO

    Total calculated
    $191,725
    From this org
    $0
    From related orgs
    $183,349
    Other
    $8,376
    Hours/week
    0.3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,534 related
    Bonus
    $0 + $13,815 related
    Other
    $0
    Deferred
    $0 + $4,321 related
    Nontaxable benefits
    $0 + $4,055 related
    Filer's total
    $0 + $191,725 related

  • Paul Gustafson

    DIRECTOR OF FINANCE AND PR

    Total calculated
    $109,073
    From this org
    $0
    From related orgs
    $101,673
    Other
    $7,400
    Hours/week
    0.1 + 40 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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

PART I, LINE 3
THE CEO/PRESIDENT IS COMPENSATED BY HOMEWARD BOUND, INC., A RELATED ORGANIZATION, WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: 1. COMPENSATION COMMITTEE, 2. WRITTEN EMPLOYEE CONTRACT, 3. COMPENSATION SURVEY OR STUDY, 4. APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE.

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

  • HOMEWARD BOUND INC

    $86,951

    SUPPORT EDUCATION AND TRAINING OF HOMEWARD BOUND DIRECT SERVICE STAFF TO ENHANCE SERVICES.

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
1 October 2023
IRS schema version
2022v5.0
Source object
202312759349302001

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