HOME INSTEAD CHARITIES (EIN 510457609) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

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.

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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%)

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$147,418

Total Directors

Key Employees

Highest Compensated

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

HOME INSTEAD CHARITIES