HOME INSTEAD CHARITIES

EIN: 510457609 501(c)(3)

OMAHA, NE

Total Revenue
$669,462
Total Expenses
$1,681,465
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
NE
Principal Officer
PAUL HOGAN
Phone
4024550883
Tax Period
2023-01-01 to 2023-12-31

HOME INSTEAD CHARITIES, founded in 2003, is a small nonprofit that reported $669K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 151% operating deficit.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR UNDERSERVED AGING ADULTS.

Program Service Accomplishments

Program 1
Expenses: $1,389,545

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...

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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.

Program 2
Expenses: $39,597

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...

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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.

Program 3
Expenses: $8,000

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $659,670
Program Service Revenue $0
Investment Income $9,792
Other Revenue $0
TOTAL REVENUE $669,462

Expense Breakdown

Grants Paid $1,389,023
Salaries & Benefits $160,397
Fundraising Expenses $34,398
Program Expenses $1,437,142
Other Expenses $132,045
TOTAL EXPENSES $1,681,465

Year-over-Year Comparison

2023 2022 Change
Revenue $669,462 $1,107,045 -0.4%
Expenses $1,681,465 $1,640,650 +0.0%
Net Income $-1,012,003 $-533,605 +0.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
1
Volunteers
8

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$147,418
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL HOGAN PRESIDENT 1.00
Officer Director
$0 $0 $0
ROGER BAUMGART THRU 123 BOARD CHAIR 1.00
Officer Director
$0 $0 $0
JISELLA DOLAN THRU 723 BOARD CHAIR 1.00
Officer Director
$0 $0 $0
LISA RABITO VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
BRAD CANNON TREASURER 1.00
Officer Director
$0 $0 $0
LORI HOGAN SECRETARY 1.00
Officer Director
$0 $0 $0
ERIN ALBERS THRU 723 DIRECTOR 1.00
Director
$0 $0 $0
MIKE LAMMERS DIRECTOR 1.00
Director
$0 $0 $0
STACY ROBELLO DIRECTOR 1.00
Director
$0 $0 $0
KATHLEEN MISKE EXECUTIVE DIRECTOR 40.00
Officer
$141,658 $5,760 $147,418
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2023 $669,462 $1,681,465 No data $-1,012,003
2022 $1,107,045 $1,640,650 $1,030,485 $-533,605
2021 $1,921,087 $2,075,431 $1,725,631 $-154,344
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