2023-10-24T13:04:40-05:00 2022-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2022-01-01 510457609 HOME INSTEAD CHARITIES HOME 4024550883 13323 CALIFORNIA ST OMAHA NE 68154 LENLI CORBETT EXECUTIVE DIRECTOR 4024550883 2023-10-20 1 LENLI CORBETT 999009999 1 WENDY R COOLEY CPA P01523804 4023302660 2023-10-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LENLI CORBETT 13323 CALIFORNIA ST OMAHA NE 68154 1107045 0 X WWW.HOMEINSTEADCHARITIES.ORG X 2003 NE TO IMPROVE THE QUALITY OF LIFE FOR UNDERSERVED AGING ADULTS. 9 9 2 9 0 0 1903073 1078467 0 0 18014 28578 0 0 1921087 1107045 1464234 1295238 0 0 379402 180986 0 0 106848 231795 164426 2075431 1640650 -154344 -533605 1725631 1030485 63731 43145 1661900 987340 TO IMPROVE THE QUALITY OF LIFE FOR UNDERSERVED AGING ADULTS. 0 0 1221683 1186788 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. 94200 94200 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. 14250 14250 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. 1330133 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 0 0 X KATHY MISKE 4027636883 13323 CALIFORNIA STREET OMAHA NE 68154 LENLI CORBETT EXECUTIVE DIRECTOR (THRU 9/22) 40.00 0.00 X 138479 0 10624 KATHLEEN MISKE CHARITIES OPERATIONS SENIOR MANAGER 40.00 0.00 X 102543 0 29806 PAUL HOGAN PRESIDENT 1.00 0.00 X X 0 0 0 ROGER BAUMGART BOARD CHAIR 1.00 0.00 X X 0 0 0 JISELLA DOLAN BOARD CHAIR 1.00 0.00 X X 0 0 0 LISA RABITO VICE PRESIDENT 1.00 0.00 X X 0 0 0 TODD BARTH TREASURER THRU 6/22 1.00 0.00 X X 0 0 0 BRAD CANNON TREASURER 1.00 0.00 X X 0 0 0 LORI HOGAN SECRETARY 1.00 0.00 X X 0 0 0 ERIN ALBERS DIRECTOR 1.00 0.00 X 0 0 0 MICHALE LAMMERS DIRECTOR 1.00 0.00 X 0 0 0 STACY ROBELLO DIRECTOR 1.00 0.00 X 0 0 0 241022 0 40430 2 0 0 0 0 1078467 57476 1078467 28578 28578 1107045 0 0 28578 1186788 1186788 108450 108450 121488 14458 65060 41970 38234 15436 22798 513 331 182 8033 2278 5621 134 12718 2392 7124 3202 9373 9373 22605 22605 24934 24934 24450 24450 33899 33401 498 36594 36594 1818 1818 DUES & SUBSCRIPTIONS 10347 10347 406 406 1640650 1330133 203669 106848 137771 131992 405741 91016 197554 40648 1995 943917 805482 1725631 1030485 63731 43145 63731 43145 X 1449999 765932 211901 221408 1661900 987340 1725631 1030485 -533605 -140955 0 X X 0 1 X 1 0 X 1426641 1876367 1813986 1903073 1078467 8098534 1426641 1876367 1813986 1903073 1078467 8098534 2969837 5128697 6705 9741 14415 18014 28578 77453 8175987 0.62730 0.64630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 5000 94215 1 1 772539 62875 -121180 714234 550341 109194 113004 772539 448281 56312 45748 550341 310745 57211 80325 448281 280804 47679 -17738 310745 1.00000 0.00000 0.00000 0 0 0 1009383 -140955 43293 -97662 1107045 0 1107045 1683943 43293 43293 1640650 0 1640650 PART V, LINE 4: THE ORGANIZATION HOLDS BOARD DESIGNATED ENDOWMENT FUNDS IN CASH AND INVESTMENTS FOR SUPPORT OF ITS PROGRAMS AND OPERATIONS. 1 ABBEHEALTH AGING SERVICES 1725 O AVE NW CEDAR RAPIDS IA 52405 237085316 501(C)(3) 7826 0 SENIOR-FOCUSED PROGRAM AGEWELL MIDDLE TENNESSEE (FORMERLY COUNCIL ON AGING OF MIDDLE TENNESSEE) 3511 BELMONT BLVD NASHVILLE TN 37215 621867122 501(C)(3) 40859 0 SENIOR-FOCUSED PROGRAM AMHERST NEIGHBORS 171 AUBINWOOD RD AMHERST MA 01002 834528345 501(C)(3) 13067 0 SENIOR-FOCUSED PROGRAM ARLINGTON NEIGHBORHOOD VILLAGE 2666 MILITARY ROAD ARLINGTON VA 22207 463591812 501(C)(3) 11478 0 SENIOR-FOCUSED PROGRAM BENEVILLA 16752 N GREASEWOOD ST SURPRISE AZ 85378 860404687 501(C)(3) 6345 0 SENIOR-FOCUSED PROGRAM BEREA HOME VILLAGE INC 305 ESTILL STREET BEREA KY 40403 820812955 501(C)(3) 13044 0 SENIOR-FOCUSED PROGRAM BETHESDA METRO AREA VILLAGE 7816 CUSTER RD BETHESDA MD 20814 471380283 501(C)(3) 9490 0 SENIOR-FOCUSED PROGRAM CABARRUS COOPERATIVE CHRISTIAN MINISTRY 258 N CANNON BLVD KANNAPOLIS NC 28083 561320818 501(C)(3) 21741 0 SENIOR-FOCUSED PROGRAM CALIFORNIA CAREFORCE 950 RESERVE DRIVE STE 120 ROSEVILLE CA 95678 452408171 501(C)(3) 6061 0 SENIOR-FOCUSED PROGRAM CARE ASSURANCE SYSTEM FOR THE AGING AND HOMEBOUND (CASA) OF MADISON COUNTY 701 ANDREW JACKSON WAY NE HUNTSVILLE AL 35801 630835099 501(C)(3) 43909 0 SENIOR-FOCUSED PROGRAM CAREGIVER CONNECTIONS RESOURCES FOR SENIOR CARE 9812 HAMILTON AVE HUNTINGTON BEACH CA 92646 473242127 501(C)(3) 24896 0 SENIOR-FOCUSED PROGRAM CHARLES HOUSE ASSOCIATION 7511 SUNRISE RD CHAPEL HILL NC 27514 581582881 501(C)(3) 11323 0 SENIOR-FOCUSED PROGRAM CLEVELAND & WOODLEY PARK VILLAGE 3601 CONNECTICUT AVE NW L-04 WASHINGTON DC 20008 320379524 501(C)(3) 21190 0 SENIOR-FOCUSED PROGRAM COUNCIL ON AGING OF WEST FLORIDA 875 ROYCE ST PENSACOLA FL 32503 591373939 501(C)(3) 14806 0 SENIOR-FOCUSED PROGRAM CULTIVATE 6325 GUNPARK DR STE F BOULDER CO 80301 840769724 501(C)(3) 7577 0 SENIOR-FOCUSED PROGRAM CURRY SENIOR CENTER 333 TURK STREET SAN FRANCISCO CA 94102 237362588 501(C)(3) 9988 0 SENIOR-FOCUSED PROGRAM DIAL-A-BUS 1ST FLOOR OF THE SUNSET BUILDING 4077 SW RESEARCH WAY CORVALLIS OR 97333 264836268 501(C)(3) 5198 0 SENIOR-FOCUSED PROGRAM DREAMWEAVER FOUNDATION 14600 BRANCH STREET STE 113 OMAHA NE 68154 461021073 501(C)(3) 48249 0 SENIOR-FOCUSED PROGRAM ELDERCARE OF ALACHUA 5701 NW 34TH BLVD GAINESVILLE FL 32653 593051104 501(C)(3) 5665 0 SENIOR-FOCUSED PROGRAM ELDERHELP OF SAN DIEGO 5095 MURPHY CANYON RD 100 SAN DIEGO CA 92123 952880426 501(C)(3) 26892 0 SENIOR-FOCUSED PROGRAM ENABLE OF MADISON COUNTY 701 ANDREW JACKSON WAY NE HUNTSVILLE AL 35801 630835099 501(C)(3) 8279 0 SENIOR-FOCUSED PROGRAM GOLD COUNTRY COMMUNITY SERVICES 528 BRUNSWICK ROAD GRASS VALLEY CA 95945 942436273 501(C)(3) 5374 0 SENIOR-FOCUSED PROGRAM GRESHAM SENIOR CENTER 600 NE 8TH ST RM 130 GRESHAM OR 97030 930677386 501(C)(3) 5979 0 SENIOR-FOCUSED PROGRAM HELPING HANDS OUTREACH 531 MAIN ST HOLDINGFORD MN 56340 010697213 501(C)(3) 28332 0 SENIOR-FOCUSED PROGRAM HESSCO 545 SOUTH STREET SUITE 300 WALPOLE MA 02081 042936321 501(C)(3) 5728 0 SENIOR-FOCUSED PROGRAM HOPE DEMENTIA SUPPORT - A PROGRAM OF CDM CAREGIVING SERVICES 9901 NE 7TH AVE SUITE A212 VANCOUVER WA 98685 454580665 501(C)(3) 6640 0 SENIOR-FOCUSED PROGRAM HOUSTON AREA PARKINSON SOCIETY 2700 SW FREEWAY SUITE 300 HOUSTON TX 77098 510138356 501(C)(3) 7514 0 SENIOR-FOCUSED PROGRAM LIFE A DEMENTIA FRIENDLY FOUNDATION 16415 PITTS ROAD WELLINGTON OH 44090 813747283 501(C)(3) 27954 0 SENIOR-FOCUSED PROGRAM LORI'S HANDS INC 100 DISCOVERY BLVD 4TH FLOOR NEWARK DE 19713 453984559 501(C)(3) 20206 0 SENIOR-FOCUSED PROGRAM MAKING A DIFFERENCE FOUNDATION (MADF) 4218 S STEELE STREET STE 215 TACOMA WA 98409 542092145 501(C)(3) 5010 0 SENIOR-FOCUSED PROGRAM MAURY COUNTY SENIOR CITIZENS LLC 1020 MAURY COUNTY PARK DRIVE COLUMBIA TN 38401 621004235 501(C)(3) 10818 0 SENIOR-FOCUSED PROGRAM MEALS OF JOY 501 EAST PLAZA CIRCLE SUITE 15 LITCHFIELD PARK AZ 85340 472668533 501(C)(3) 18140 0 SENIOR-FOCUSED PROGRAM MEALS ON WHEELS OF ALBUQUERQUE 5901 HARPER DR NE ALBUQUERQUE NM 87109 850307043 501(C)(3) 12608 0 SENIOR-FOCUSED PROGRAM MERRYMAKERS ASSOCIATION 12020 SHAMROCK PLAZA STE 200 OMAHA NE 68154 470692363 501(C)(3) 44677 0 SENIOR-FOCUSED PROGRAM MT JULIET WEST WILSON COUNTY SENIOR CITIZENS SERVICE CENTER 2034 N MT JULIET ROAD MT JULIET TN 37122 621040807 501(C)(3) 15205 0 SENIOR-FOCUSED PROGRAM NEW CASSEL FOUNDATION 900 N 90TH ST OMAHA NE 68114 470825033 501(C)(3) 16029 0 SENIOR-FOCUSED PROGRAM NORTHWEST NEIGHBORS VILLAGE 5335 WISCONSIN AVE NW SUITE 400 WASHINGTON DC 20015 261247521 501(C)(3) 16574 0 SENIOR-FOCUSED PROGRAM OLIVE COMMUNITY SERVICES 328 E COMMONWEALTH AVE FULLERTON CA 928322017 812938405 501(C)(3) 35658 0 SENIOR-FOCUSED PROGRAM PRESBYTERIAN VILLAGE INC 510 BROOKSIDE DR LITTLE ROCK AR 72205 710841031 501(C)(3) 21295 0 SENIOR-FOCUSED PROGRAM SEABURY RESOURCES FOR AGING 555 WATER STREET SW WASHINGTON DC 200242375 530204693 501(C)(3) 23077 0 SENIOR-FOCUSED PROGRAM SENIOR COMMUNITY SERVICES 10201 WAYZATA BLVD SUITE 335 MINNETONKA MN 55305 410720473 501(C)(3) 17949 0 SENIOR-FOCUSED PROGRAM SENIOR RIDE NASHVILLE 1201A 7TH AVENUE NORTH NASHVILLE TN 37208 814119450 501(C)(3) 27791 0 SENIOR-FOCUSED PROGRAM SENIOR RIDE WILSON INC DBA WILSON RIDES INC 2055 NORTH MOUNT JULIET ROAD SUITE 200 MOUNT JULIET TN 37122 844689012 501(C)(3) 68271 0 SENIOR-FOCUSED PROGRAM SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92109 952850121 501(C)(3) 8844 0 SENIOR-FOCUSED PROGRAM SPIRITCARE MINISTRY TO SENIORS 1443 HOWARD AVENUE BURLINGAME CA 94010 943086781 501(C)(3) 15796 0 SENIOR-FOCUSED PROGRAM TIDEWATER ARTS OUTREACH 809 BRANDON AVENUE SUITE 300 NORFOLK VA 23517 680583526 501(C)(3) 18562 0 SENIOR-FOCUSED PROGRAM TRU COMMUNITY CARE 2594 TRAILRIDGE DRIVE EAST LAFAYETTE CO 80026 840748577 501(C)(3) 10234 0 SENIOR-FOCUSED PROGRAM UMBRELLA OF THE CAPITAL DISTRICT INC 9 NORTH BROADWAY SCHENECTADY NY 12305 141801825 501(C)(3) 37295 0 SENIOR-FOCUSED PROGRAM UNMC'S ENGAGE WELLNESS 730 S 38TH AVE STE 1000 OMAHA NE 68106 470049123 501(C)(3) 6828 0 SENIOR-FOCUSED PROGRAM VILLAGE CONNECTIONS 588 S 3RD STREET COLUMBUS OH 43215 455005275 501(C)(3) 31810 0 SENIOR-FOCUSED PROGRAM VILLAGE TO VILLAGE NETWORK INC 4818 WASHINGTON BOULEVARD ST LOUIS MO 63108 271063665 501(C)(3) 10248 0 SENIOR-FOCUSED PROGRAM VINTAGE HOUSE 264 FIRST STREET EAST SONOMA CA 95476 942745586 501(C)(3) 12665 0 SENIOR-FOCUSED PROGRAM VOLUNTEERS ASSISTING SENIORS 1941 SOUTH 42ND STREET 312 OMAHA NE 68105 470617717 501(C)(3) 8442 0 SENIOR-FOCUSED PROGRAM WATERFRONT VILLAGE 222 M STREET SW WASHINGTON DC 20024 811859871 501(C)(3) 16078 0 SENIOR-FOCUSED PROGRAM WYOMING DEMENTIA CARE 2546 E 2ND STREET 602 PO BOX 1493 CASPER WY 82602 800196873 501(C)(3) 7427 0 SENIOR-FOCUSED PROGRAM 55 0 DISASTER RELIEF PAYMENTS 364 94200 BE A SANTA TO A SENIOR (BASTAS) GRANTS 19 14250 PART I, LINE 2: THE ORGANIZATION HAS REQUIREMENTS TO BE MET FOR APPLICANTS TO PARTICIPATE IN GIVE65. EACH ORGANIZATION THAT PARTICIPATES THROUGH GIVE65 IDENTIFIES A PROGRAM AREA THAT THE FUNDS RAISED AND RECEIVED WILL BENEFIT. X X X 0 0 0 0 0 0 0 0 0 X 1 57476 AVG HIGH-LOW 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF STOCK CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 PAUL AND LORI HOGAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER BEFORE IT IS FILED WITH THE IRS. THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM AND REVIEWED AND APPROVED BY APPROPRIATE PERSONNEL WITHIN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE AND DISCUSSION, THE INTERESTED PERSON SHALL LEAVE THE MEETING WHILE THE CONFLICT IS DISCUSSED AND VOTED UPON. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: 1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, 2) HAS READ AND UNDERSTANDS THE POLICY, 3) HAS AGREED TO COMPLY WITH THE POLICY, AND 4) UNDERSTANDS HOME INSTEAD CHARITIES IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY, BENEFITS, AND BONUS ARE DRIVEN AND DETERMINED BY PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR SELECTING THE INDEPENDENT ACCOUNTING FIRM AND OVERSEEING THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.