2024-04-10T08:56:48-05:00 2023-12-31 450250958 EIDE BAILLY LLP 18081 BURT ST STE 200 OMAHA NE 680224722 990 2023-01-01 510457609 HOME INSTEAD CHARITIES HOME 4024550883 13323 CALIFORNIA ST OMAHA NE 68154 PAUL HOGAN CHAIR OF THE BOARD, PRESIDENT 4024550883 2024-04-09 1 PAUL HOGAN 999009999 1 WENDY R COOLEY CPA P01523804 4023302660 2024-04-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X PAUL HOGAN 13323 CALIFORNIA ST OMAHA NE 68154 669462 0 X WWW.HOMEINSTEADCHARITIES.ORG X 2003 NE TO IMPROVE THE QUALITY OF LIFE FOR UNDERSERVED AGING ADULTS. X 6 6 1 8 0 0 1078467 659670 0 0 28578 9792 0 0 1107045 669462 1295238 1389023 0 0 180986 160397 0 0 34398 164426 132045 1640650 1681465 -533605 -1012003 1030485 0 43145 0 987340 0 X TO IMPROVE THE QUALITY OF LIFE FOR UNDERSERVED AGING ADULTS. 0 1 1389545 1341426 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. 39597 39597 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. 8000 8000 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. 1437142 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 2 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 0 0 X SIERRA SOLLOHUB 4027636883 13323 CALIFORNIA STREET OMAHA NE 68154 PAUL HOGAN PRESIDENT 1.00 0.00 X X 0 0 0 ROGER BAUMGART THRU 123 BOARD CHAIR 1.00 0.00 X X 0 0 0 JISELLA DOLAN THRU 723 BOARD CHAIR 1.00 0.00 X X 0 0 0 LISA RABITO VICE PRESIDENT 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 THRU 723 DIRECTOR 1.00 0.00 X 0 0 0 MIKE LAMMERS DIRECTOR 1.00 0.00 X 0 0 0 STACY ROBELLO DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN MISKE EXECUTIVE DIRECTOR 40.00 0.00 X 141658 0 5760 141658 0 5760 1 0 0 0 0 659670 659670 9792 9792 669462 0 0 9792 1341426 1341426 47597 47597 132942 39883 93059 1656 497 1159 15642 4692 10950 10157 3047 7110 8502 8502 64610 64610 6950 6950 1548 1387 161 27287 27287 5199 5199 CREDIT CARD FEES 13774 13774 BANK CHARGES 4175 4175 1681465 1437142 209925 34398 131992 0 91016 0 0 1995 0 0 0 0 0 0 0 805482 0 0 0 0 0 1030485 0 43145 0 43145 0 X 765932 0 221408 0 987340 0 1030485 0 -1012003 20331 4332 0 X X 0 0 0 X 1876367 1813986 1903073 1078467 659670 7331563 1876367 1813986 1903073 1078467 659670 7331563 2233389 5098174 9741 14415 18014 28578 9792 80540 7412103 0.68780 0.62730 X 1 0 94215 0 1 1 714234 1382 715616 772539 62875 -121180 714234 550341 109194 113004 772539 448281 56312 45748 550341 310745 57211 80325 448281 1.00000 0 0 0 PART V, LINE 4: THE ORGANIZATION HOLDS BOARD DESIGNATED ENDOWMENT FUNDS IN CASH AND INVESTMENTS FOR SUPPORT OF ITS PROGRAMS AND OPERATIONS. 1 WALK TO END ALZHEIMER'S - LOUISVILLE 4101 TAYLORSVILLE ROAD SUITE 200 LOUISVILLE KY 40220 133039601 501(C)(3) 35000 0 TRIBUTE WALL SPONSORSHIP STROKE ASSOCIATION 3425 STONY SPRING CIRCLE 102 LOUISVILLE KY 40220 611335267 501(C)(3) 35000 0 SENIOR FOCUSED PROGRAM UNIVERSITY OF NEBRASKA AT OMAHA 6001 DODGE STREET OMAHA NE 68182 GOV 57000 0 HOME INSTEAD CHARITIES GERONTOLOGY SCHOLARSHIP FUND AGEWELL MIDDLE TENNESSEE (FORMERLY COUNCIL ON AGING OF MIDDLE TENNESSEE) PO BOX 158309 NASHVILLE TN 37215 621867122 501(C)(3) 36958 0 SENIOR FOCUSED PROGRAM AMHERST NEIGHBORS PO BOX 3428 AMHERST MA 01004 834528345 501(C)(3) 28162 0 SENIOR FOCUSED PROGRAM ARLINGTON NEIGHBORHOOD VILLAGE 2666 MILITARY RD ARLINGTON VA 22207 463591812 501(C)(3) 9071 0 SENIOR FOCUSED PROGRAM BENEVILLA PO BOX 8450 SURPRISE AZ 85374 860404687 501(C)(3) 6350 0 SENIOR FOCUSED PROGRAM BEREA HOME VILLAGE INC 305 ESTILL ST BEREA KY 40403 820812955 501(C)(3) 15716 0 SENIOR FOCUSED PROGRAM BETHESDA METRO AREA VILLAGE PO BOX 30525 BETHESDA MD 20824 471380283 501(C)(3) 9890 0 SENIOR FOCUSED PROGRAM CABARRUS COOPERATIVE CHRISTIAN MINISTRY PO BOX 1717 CONCORD NC 28026 561320818 501(C)(3) 10932 0 SENIOR FOCUSED PROGRAM CAREGIVER CONNECTIONS RESOURCES FOR SENIOR CARE PO BOX 9727 AVON CO 81620 453953406 501(C)(3) 19812 0 SENIOR FOCUSED PROGRAM CDM CAREGIVING SERVICES 2300 NE ANDRESEN RD VANCOUVER WA 98661 911057994 501(C)(3) 10090 0 SENIOR FOCUSED PROGRAM CHARLES HOUSE ASSOCIATION 7511 SUNRISE ROAD CHAPEL HILL NC 27510 581582881 501(C)(3) 21105 0 SENIOR FOCUSED PROGRAM CLEVELAND & WOODLEY PARK VILLAGE PO BOX 11231 WASHINGTON DC 20008 320379524 501(C)(3) 10973 0 SENIOR FOCUSED PROGRAM COAL CREEK MEALS ON WHEELS 455 N BURLINGTON AVENUE LAFAYETTE CO 80026 840634856 501(C)(3) 6155 0 SENIOR FOCUSED PROGRAM COMAL COUNTY SENIOR CITIZENS FOUNDATION 655 LANDA NEW BRAUNFELS TX 78130 742330402 501(C)(3) 11981 0 SENIOR FOCUSED PROGRAM CURRY SENIOR CENTER 333 TURK ST SAN FRANCISCO CA 94102 237362588 501(C)(3) 11732 0 SENIOR FOCUSED PROGRAM DIAL A BUS 4077 SW RESEARCH WAY CORVALLIS OR 97333 264836268 501(C)(3) 7559 0 SENIOR FOCUSED PROGRAM DREAMWEAVER FOUNDATION PO BOX 540033 OMAHA NE 68154 461021073 501(C)(3) 33760 0 SENIOR FOCUSED PROGRAM DUET PARTNERS IN HEALTH & AGING 10000 N 31ST AVE SUITE D200 PHOENIX AZ 85051 742370522 501(C)(3) 15557 0 SENIOR FOCUSED PROGRAM ELDERHELP OF SAN DIEGO 5095 MURPHY CANYON RD 100 SAN DIEGO CA 92123 952880426 501(C)(3) 23710 0 SENIOR FOCUSED PROGRAM ELDERTLC 10115 E BELL ROAD STE 107 SCOTTSDALE AZ 85260 814206947 501(C)(3) 11516 0 SENIOR FOCUSED PROGRAM ENABLE OF MADISON COUNTY 701 ANDREW JACKSON WAY HUNTSVILLE AL 35801 630835099 501(C)(3) 43705 0 SENIOR FOCUSED PROGRAM HELPING HANDS OUTREACH PO BOX 293 531 MAIN ST HOLDINGFORD MN 56340 010697213 501(C)(3) 13144 0 SENIOR FOCUSED PROGRAM HELPING HANDS FOUNDATION OF SURRY COUNTY INC PO BOX 1722 MT AIRY NC 27030 454896030 501(C)(3) 7333 0 SENIOR FOCUSED PROGRAM HOSPICE DREAMCATCHER FOUNDATION INC (DREAMCATCHERS) 10105 E VIA LINDA SUITE 103 SCOTTSDALE AZ 85258 050634716 501(C)(3) 17734 0 SENIOR FOCUSED PROGRAM HOUSTON AREA PARKINSON SOCIETY 2700 SOUTHWEST FRWY STE 300 HOUSTON TX 77098 510138356 501(C)(3) 6159 0 SENIOR FOCUSED PROGRAM JEWISH FAMILY AND CAREER SERVICES 2821 KLEMPNER WAY LOUISVILLE KY 40205 610444704 501(C)(3) 5397 0 SENIOR FOCUSED PROGRAM LIFE A DEMENTIA FRIENDLY FOUNDATION PO BOX 117 OBERLIN OH 44074 813747283 501(C)(3) 28479 0 SENIOR FOCUSED PROGRAM LORI'S HANDS INC 100 DISCOVERY BLVD 4TH FLOOR NEWARK DE 19713 453984559 501(C)(3) 10233 0 SENIOR FOCUSED PROGRAM MEALS ON WHEELS NEW MEXICO PO BOX 92614 ALBUQUERQUE NM 87199 850307043 501(C)(3) 18706 0 SENIOR FOCUSED PROGRAM MERRYMAKERS ASSOCIATION 12020 SHAMROCK PLAZA SUITE 200 OMAHA NE 68154 470692363 501(C)(3) 32355 0 SENIOR FOCUSED PROGRAM MT JULIET WEST WILSON COUNTY SENIOR CITIZENS SERVICE CENTER 2034 NORTH MT JULIET ROAD MT JULIET TN 37122 621040807 501(C)(3) 10392 0 SENIOR FOCUSED PROGRAM NEW CASSEL FOUNDATION 900 N 90TH STREET OMAHA NE 68114 470825033 501(C)(3) 11247 0 SENIOR FOCUSED PROGRAM NORTHWEST NEIGHBORS VILLAGE PO BOX 39135 WASHINGTON DC 20016 261247521 501(C)(3) 18997 0 SENIOR FOCUSED PROGRAM OLIVE COMMUNITY SERVICES 328 E COMMONWEALTH AVE FULLERTON CA 92832 812938405 501(C)(3) 20192 0 SENIOR FOCUSED PROGRAM PRESBYTERIAN VILLAGE INC 510 BROOKSIDE DR LITTLE ROCK AR 72205 710841031 501(C)(3) 21950 0 SENIOR FOCUSED PROGRAM REBUILDING TOGETHER METRO CHICAGO PO BOX 180016 CHICAGO IL 60618 363803312 501(C)(3) 15609 0 SENIOR FOCUSED PROGRAM SEABURY RESOURCES FOR AGING 555 WATER STREET SW WASHINGTON DC 20024 530204693 501(C)(3) 27586 0 SENIOR FOCUSED PROGRAM SENIOR COMMUNITY SERVICES 10201 WAYZATA BLVD SUITE 335 MINNETONKA MN 55305 410720473 501(C)(3) 5235 0 SENIOR FOCUSED PROGRAM SENIOR RIDE NASHVILLE 298 FOSTER STREET NASHVILLE TN 37207 814119450 501(C)(3) 25923 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) 49585 0 SENIOR FOCUSED PROGRAM SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 952850121 501(C)(3) 8714 0 SENIOR FOCUSED PROGRAM SPIRITCARE MINISTRY TO SENIORS 1443 HOWARD AVE BURLINGAME CA 94010 943086781 501(C)(3) 16078 0 SENIOR FOCUSED PROGRAM THE HEALING SOUNDS OF MUSIC 3646 COCOPLUM CIR COCONUT CREEK FL 33063 824945575 501(C)(3) 7962 0 SENIOR FOCUSED PROGRAM TIDEWATER ARTS OUTREACH 809 BRANDON AVENUE SUITE 300 NORFOLK VA 23517 680583526 501(C)(3) 11368 0 SENIOR FOCUSED PROGRAM TRU COMMUNITY CARE 2594 TRAILRIDGE DR E LAFAYETTE CO 80026 840748577 501(C)(3) 17030 0 SENIOR FOCUSED PROGRAM UMBRELLA OF THE CAPITAL DISTRICT INC 9 NORTH BROADWAY 1ST FLOOR SCHENECTADY NY 12305 141801825 501(C)(3) 40068 0 SENIOR FOCUSED PROGRAM VALLEY OF THE SUN YMCA Y OPAS PROGRAM 350 N 1ST AVE PHOENIX AZ 85003 860096799 501(C)(3) 5231 0 SENIOR FOCUSED PROGRAM VILLAGE CONNECTIONS 588 S 3RD ST COLUMBUS OH 43215 455005275 501(C)(3) 25159 0 SENIOR FOCUSED PROGRAM VILLAGE TO VILLAGE NETWORK INC 4818 WASHINGTON BLVD ST LOUIS MO 63108 271063665 501(C)(3) 10150 0 SENIOR FOCUSED PROGRAM VOLUNTEERS ASSISTING SENIORS 1941 S 42ND ST STE 312 OMAHA NE 68105 470617717 501(C)(3) 7790 0 SENIOR FOCUSED PROGRAM WATERFRONT VILLAGE PO BOX70372 WASHINGTON DC 20024 811859871 501(C)(3) 9989 0 SENIOR FOCUSED PROGRAM WYOMING DEMENTIA CARE P O BOX 1493 1831 E 4TH ST CASPER WY 82602 800196873 501(C)(3) 7896 0 SENIOR FOCUSED PROGRAM 54 0 DISASTER RELIEF PAYMENTS 1 8000 BE A SANTA TO A SENIOR (BASTAS) GRANTS 29 39597 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. REMAINING CASH WAS DISTRIBUTED AS PART OF THE DISSOLUTION PROCESS TO NONPROFITS AS REPORTED ON SCH I. 0 0 0 0 1 1 1 1 0 FORM 990, SCHEDULE N, PART I: HOME INSTEAD CHARITIES DISSOLVED IN 2023. THE ORGANIZATION DISTRIBUTED ALL REMAINING ASSETS AS A PART OF THE NORMAL ANNUAL GRANT DISTRIBUTION PROCESS. CERTIFIED ARTICLES OF DISSOLUTION ARE ATTACHED. FORM 990, PART III, LINE 3 HOME INSTEAD CHARITIES CEASED ALL OPERATIONS, PROGRAMS AND FUNDRAISING AT THE END OF 2023. 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.