2023-10-16T11:47:59-05:00 2022-12-31 390912608 HAWKINS ASH CPAS LLP 500 S SECOND STREET SUITE 200 LA CROSSE WI 54601 990 2022-01-01 411278194 HOME AND COMMUNITY OPTIONS INC HOME 5074521021 66 EAST THIRD STREET WINONA MN 55987 SUZANNE HORSTMAN EXECUTIVE DIRECTOR 5074521021 2023-10-16 1 SUZANNE HORSTMAN 999009999 0 SANDRA JENSEN P01468300 6087847737 2023-10-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUZANNE HORSTMAN 66 EAST THIRD STREET WINONA MN 55987 10835516 0 X WWW.HCO.ORG X 1975 MN PROVIDE HOUSING AND CARE OPTIONS TO DEVELOPMENTALLY DISABLED INDIVIDUALS SO THEY CAN LIVE AS INDEPENDENTLY AS POSSIBLE IN THEIR COMMUNITY. 15 15 468 6 0 0 177987 156266 9533943 9778840 63753 494860 12946 34566 9788629 10464532 0 0 0 0 8271249 8948190 0 0 89505 1488194 1512734 9759443 10460924 29186 3608 11542509 10818368 752830 693786 10789679 10124582 X HOME AND COMMUNITY OPTIONS, INC. IS DEDICATED TO PROVIDING SUPPORT AND RESIDENTIAL SERVICES TO PEOPLE WITH DEVELOPMENTAL DISABILITIES AND RELATED CONDITIONS BY PROVIDING TRAINING AND SUPPORT TO THESE INDIVIDUALS AND THEIR FAMILIES. WE STRIVE TO ENABLE INDIVIDUALS WITH DISABILITIES TO LIVE AS FULL, INDEPENDENT MEMBERS OF THEIR COMMUNITIES. 0 0 7525471 8664838 RESIDENTIAL SUPPORTS AND SERVICES SUPPORTED 80 INDIVIDUALS IN COMMUNITY RESIDENTIAL HOMES (FOSTER CARE AND SUPPORTED LIVING SERVICES IN A SLF). THESE ADULTS WITH DEVELOPMENTAL DISABILITES NEEDED SUPPORT IN A 24-HOUR SETTING. THEY LEARNED SKILLS WHILE RECEIVING SUPERVISION BY TRAINED STAFF THROUGHOUT THE DAY, EVENING, AND OVERNIGHT. SERVICES WERE TAILORED TO FULLY INTEGRATE INTO THEIR NEIGHBORHOOD AND COMMUNITY, IN ORDER TO ASSIST PEOPLE, LEARN AND GROW IN THEIR INDEPENDENCE. 905312 877094 IN-HOME SUPPORT SERVICES AND BASIC SUPPORT SERVICES CARED FOR 58 INDIVIDUALS IN THEIR OWN APARTMENT OR IN THEIR FAMILY HOME. THE IN-HOME SUPPORT SERVICES (IN-HOME FAMILY SUPPORT, INDEPENDENT LIVING SKILLS TRAINING, SEMI-INDEPENDENT LIVING SKILLS, INTEGRATED COMMUNITY SUPPORT) PROGRAMS SUPORTED INDIVIDUALS THAT RECEIVED SERVICES AND COUNSELING WITH DAILY LIVING SKILLS SUCH AS: MONEY MANAGEMENT, HOME MAINTENANCE, HEALTH AND NUTRITION, FOOD PREPARATION, AND TRANSPORTATION. BASIC SUPPORT SERVICES (24-HOUR EMERGENCY ASSISTANCE, HOMEMAKER, PERSONAL SUPPORT, AND RESPITE CARE) PROVIDED CARE IN THE BASIC SUPPORT SERVICE MODEL. THESE SERVICES PROVIDED ESSENTIAL TOOLS NEEDED TO MAINTAIN THE SAFETY OF THE INDIVIDUAL. SERVICES LIKE RESPITE CARE GAVE THE PRIMARY CAREGIVERS RELIEF FROM THE CARE DEMANDS OF THEIR LOVED ONE WITH A DEVELOPMENTAL DISABILITY. STAFF PROVIDED RESPITE CARE IN THE PERSON'S HOME OR AT ONE OF HCO'S TWO FAMILY RESOURCE HOMES. 244088 271474 HUD SUBSIDIZED APARTMENTS PROVIDED INDIVIDUALS WITH HUD-FUNDED RENT SUBSIDIES. THIS ALLOWED FOR LOW INCOME INDIVIDUALS WHO ARE DEVELOPMENTALLY DISABLED TO LIVE IN THEIR COMMUNITIES IN AN APARTMENT SETTING. 8674871 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 468 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X HOME AND COMMUNITY OPTIONS INC 5074521021 66 EAST THIRD STREET WINONA MN 55987 BRITTANI BURT DIRECTOR 1.00 X 0 0 0 BRUCE NELSON DIRECTOR 1.00 X 0 0 0 EVA PAMPUCH DIRECTOR 1.00 X 0 0 0 JONELLE MOORE VICE PRESIDENT 2.00 X X 0 0 0 GARY LUEHMANN DIRECTOR 1.00 X 0 0 0 JAN MOSHER DIRECTOR 1.00 X 0 0 0 KELLY BORCK DIRECTOR 1.00 X 0 0 0 LAUREL KRUSE PRESIDENT 2.00 X X 0 0 0 LYNN THEURER DIRECTOR 1.00 X 0 0 0 MARISA CORCORAN SECRETARY 1.00 X X 0 0 0 MARY STOLTMAN DIRECTOR 1.00 X 0 0 0 MICHAEL HAGARTY DIRECTOR 1.00 X 0 0 0 RANDAL DOMEYER TREASURER 1.00 X X 0 0 0 ROBERT YOUNGERMAN DIRECTOR 1.00 X 0 0 0 THOMAS WILLIAMS DIRECTOR 1.00 X 0 0 0 MAUREEN SCHAUBLE FINANCE DIRECTOR 45.00 X 92996 0 17080 SUZANNE RADCLIFFE-HORSTMAN EXECUTIVE DIRECTOR 50.00 X 123667 0 16420 216663 0 33500 1 0 0 0 0 14959 141307 156266 FEES FOR SERVICES 900099 9507366 9507366 RENTAL REVENUE - HUD PROJECTS 900099 271474 271474 9778840 72973 72973 19421 10327 9094 9094 9094 782544 360657 421887 421887 421887 MISCELLANEOUS INCOME 900099 17700 17700 MISCELLANEOUS INCOME 900099 4842 4842 LAUNDRY FEES-TENANTS 900099 1740 1740 1190 1190 25472 10464532 9813406 0 494860 250163 250163 7295708 6333780 926503 35425 108735 79006 28315 1414 723091 571380 146171 5540 570493 483079 84705 2709 26296 19599 6697 85598 31603 18112 35883 14688 14688 140596 95541 38722 6333 9618 9618 408904 327427 81477 5531 2246 3285 4283 4283 298796 254973 43823 79420 63263 16157 FOOD SUPPLIES 261194 261194 RESIDENT TRANSPORTATION 67969 67969 MISCELLANEOUS 24531 14977 7353 2201 DUES AND SUBSCRIPTIONS 20461 18601 1860 64849 50233 14616 10460924 8674871 1696548 89505 16043 7852 3579171 1813037 773174 852003 44114 23712 8315010 5803216 3048781 2511794 2195602 4050761 1840724 1495298 44900 63911 11542509 10818368 588449 575695 7860 8340 156521 109751 752830 693786 X 10736884 10078453 52795 46129 10789679 10124582 11542509 10818368 3608 -668705 0 X X 0 1 X 1 0 X 251624 291349 1764755 177987 156266 2641981 251624 291349 1764755 177987 156266 2641981 21969 2620012 40713 78027 166933 65197 72973 423843 43651 9999 6603 25472 85725 3151549 49401381 0.83130 0.84690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 431708 -1944 428751 1013 393728 59984 16384 5620 431708 433122 -17876 16026 5492 393728 489638 489638 5785009 4148728 1636281 2040363 1654488 385875 2511794 WINONA COMMUNITY FOUNDATION 1495298 F 1495298 X PART IV, LINE 2B: SECURITY DEPOSITS PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATIONS AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATIONS HAVE TAKEN UNCERTAIN POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATIONS, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATIONS ARE SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATIONS WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ARE PRESENTED WITH THE 990 AT A REGULAR BOARD MEETING FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS THE MEMBERS OF THE BOARD OF DIRECTORS ARE ASKED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT. IF THE BOARD MEMBER DOES NOT COMPLETE AND SIGN THE STATEMENT THEY ARE GIVEN A SECOND NOTICE TO COMPLETE AND SIGN THE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES PROVIDES DATA TO THE HCO POLICY COMMITTEE, POLICY COMMITTEE BRINGS RECOMMENDATION TO THE HCO BOARD OF DIRECTORS FOR A MOTION TO APPROVE. FORM 990, PART VI, SECTION C, LINE 19 THE POLICIES AND RELEVANT INFORMATION ARE AVAILABLE TO EMPLOYEES THROUGH OUR INTRANET. THE BOARD USES A POLICY REVIEW COMMITTEE TO REVIEW AND UPDATE POLICIES. OTHER STAKEHOLDERS CAN REQUEST DOCUMENTS AND POLICIES FROM THE AGENCY UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM LAST YEAR. HCO INVESTMENTS INC 66 EAST THIRD STREET WINONA MN 55987 411649477 HUD SUBSIDIZED HOUSING PROJECT MN 501(C)(3) LINE 7 N/A 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 HCO INVESTMENTS INC D 84300 ACTUAL AMOUNT