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← HOME INSTEAD CHARITIES

Form 990 for tax year 2022

Filed by HOME INSTEAD CHARITIES.

Totals

Total revenue
$1,107,045
Total expenses
$1,640,650
Contributions and grants received
$1,078,467
Grants paid
$1,295,238
Program service revenue
$0
Investment income
$28,578
Other revenue
$0
Total assets, end of year
$1,030,485
Total liabilities, end of year
$43,145
Net assets or fund balances, end of year
$987,340
Program services expenses (Part IX)
$1,330,133
Management and general expenses
$203,669
Fundraising expenses
$106,848
Program service expenses (Part III)
$1,330,133

Program services were 81.1% 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

    $1,078,467

  • 1g · Noncash contributions included above

    $57,476

  • 3 · Investment income

    total $28,578 · excluded $28,578

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,186,788 · program services $1,186,788

  • 2 · Grants to domestic individuals

    total $108,450 · program services $108,450

  • 5 · Compensation of officers, directors and key employees

    total $121,488 · program services $14,458 · management and general $65,060 · fundraising $41,970

  • 7 · Other salaries and wages

    total $38,234 · program services $15,436 · management and general $22,798

  • 8 · Pension plan contributions

    total $513 · program services $331 · management and general $182

  • 9 · Other employee benefits

    total $8,033 · program services $2,278 · management and general $5,621 · fundraising $134

  • 10 · Payroll taxes

    total $12,718 · program services $2,392 · management and general $7,124 · fundraising $3,202

  • 11b · Fees: legal

    total $9,373 · management and general $9,373

  • 11c · Fees: accounting

    total $22,605 · management and general $22,605

  • 11g · Fees: other

    total $24,934 · management and general $24,934

  • 12 · Advertising and promotion

    total $24,450 · fundraising $24,450

  • 13 · Office expenses

    total $33,899 · management and general $33,401 · fundraising $498

  • 14 · Information technology

    total $36,594 · fundraising $36,594

  • 17 · Travel

    total $1,818 · management and general $1,818

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $10,347 · management and general $10,347

  • 24e · All other expenses

    total $406 · management and general $406

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $137,771 · end of year $131,992

  • 2 · Savings and temporary cash investments

    beginning of year $405,741 · end of year $91,016

  • 3 · Pledges and grants receivable

    beginning of year $197,554

  • 4 · Accounts receivable

    beginning of year $40,648 · end of year $1,995

  • 11 · Investments: publicly traded securities

    beginning of year $943,917 · end of year $805,482

  • 17 · Accounts payable and accrued expenses

    beginning of year $63,731 · end of year $43,145

  • 27 · Net assets without donor restrictions

    beginning of year $1,449,999 · end of year $765,932

  • 28 · Net assets with donor restrictions

    beginning of year $211,901 · end of year $221,408

Mission and programs · 2022

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 $1,221,683 · Grants $1,186,788

  • 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 $94,200 · Grants $94,200

  • 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 $14,250 · Grants $14,250

As filed on the 2022 return.

Listed in Part VII

  • Lenli Corbett

    EXECUTIVE DIRECTOR (THRU 9/22)

    Total calculated
    $149,103
    From this org
    $138,479
    From related orgs
    $0
    Other
    $10,624
    Hours/week
    40

  • Kathleen Miske

    CHARITIES OPERATIONS SENIOR MANAGER

    Total calculated
    $132,349
    From this org
    $102,543
    From related orgs
    $0
    Other
    $29,806
    Hours/week
    40

  • Paul Hogan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Roger Baumgart

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jisella Dolan

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Rabito

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Todd Barth

    TREASURER THRU 6/22

    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

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michale Lammers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stacy Robello

    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 · 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

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

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

Provenance

Return type
form_990
Tax year
2022
Filed
20 October 2023
IRS schema version
2022v5.0
Source object
202332979349301913

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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