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Nonprofiteer
← MINNESOTA HOMECARE ASSOCIATION

Form 990 for tax year 2023

Filed by MINNESOTA HOMECARE ASSOCIATION.

Totals

Total revenue
$686,291
Total expenses
$687,637
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$635,361
Investment income
$24,790
Other revenue
$26,140
Total assets, end of year
$1,141,098
Total liabilities, end of year
$555,653
Net assets or fund balances, end of year
$585,445
Program services expenses (Part IX)
$563,402
Management and general expenses
$124,235
Fundraising expenses
$0
Program service expenses (Part III)
$563,402

Program services were 81.9% 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.

  • 2a · Program service revenue: MEMBERSHIP DUES & ASSE

    total $477,089 · related or exempt $477,089

  • 2b · Program service revenue: EDUCATION WORKSHOPS

    total $158,272 · related or exempt $158,272

  • 3 · Investment income

    total $24,730 · excluded $24,730

  • 7a · Gross sales of assets other than inventory

    securities $60

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

    securities $0

  • 7c · Gain or loss

    securities $60

  • 7d · Net gain or loss

    total $60 · excluded $60

  • 10a · Gross sales of inventory

    $1,008

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $1,008 · unrelated business $1,008

  • 11a · Other revenue: MISCELLANEOUS

    total $25,132 · related or exempt $25,132

  • 11e · Other revenue, total

    $25,132

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $134,656 · program services $107,725 · management and general $26,931

  • 7 · Other salaries and wages

    total $226,205 · program services $193,251 · management and general $32,954

  • 9 · Other employee benefits

    total $45,372 · program services $37,842 · management and general $7,530

  • 10 · Payroll taxes

    total $30,533 · program services $25,466 · management and general $5,067

  • 11c · Fees: accounting

    total $16,736 · management and general $16,736

  • 13 · Office expenses

    total $2,798 · management and general $2,798

  • 16 · Occupancy

    total $15,941 · program services $13,296 · management and general $2,645

  • 17 · Travel

    total $2,431 · management and general $2,431

  • 19 · Conferences, conventions and meetings

    total $103,768 · program services $97,277 · management and general $6,491

  • 20 · Interest

    total $4,029 · management and general $4,029

  • 23 · Insurance

    total $1,748 · program services $1,458 · management and general $290

  • 24a · Other expenses: GOVERNMENTAL AFFAIRS CO

    total $78,640 · program services $78,640

  • 24b · Other expenses: BANK/ CREDIT CARD FEES

    total $11,732 · management and general $11,732

  • 24c · Other expenses: WEBSITE

    total $2,897 · program services $2,416 · management and general $481

  • 24d · Other expenses: COMMUNICATIONS

    total $2,793 · program services $2,793

  • 24e · All other expenses

    total $7,358 · program services $3,238 · management and general $4,120

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $68,269 · end of year $237,882

  • 2 · Savings and temporary cash investments

    beginning of year $152,124 · end of year $155,829

  • 4 · Accounts receivable

    beginning of year $129,781 · end of year $64,211

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,692 · end of year $18,145

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

    $2,853

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

    $2,853

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $602,715 · end of year $665,031

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,027 · end of year $28,006

  • 19 · Deferred revenue

    beginning of year $224,930 · end of year $344,280

  • 25 · Other liabilities

    beginning of year $178,525 · end of year $183,367

  • 27 · Net assets without donor restrictions

    beginning of year $539,099 · end of year $585,445

Mission and programs · 2023

Mission

PROMOTE QUALITY HOMECARE SERVICES

  • PROMOTED THE DELIVERY OF QUALITY HOMECARE SERVICES THROUGH WORKSHOPS, CONFERENCES AND OTHER SERVICES PROVIDED TO MEMBERS OF THE HOMECARE PROFESSION.

    Expenses $563,402 · Revenue $660,493

As filed on the 2023 return.

Listed in Part VII

  • Andrea Jung

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Katherine Messerli

    EXECUTIVE DIRECTOR

    Total calculated
    $134,656
    From this org
    $134,656
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Katie Troumbly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Toni Diede

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kristen Husen

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Olga Baumberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Darla Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jaime Kummer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicoleen Meyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rochelle Wodarz

    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.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423209349312827

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