Kaiser Home Support Services INC

Tax-deductible

New Albany, IN501(c)(3)Since 1982UnclassifiedEIN 35-1509145

To compassionately empower people of all ages and abilities in achieving greater independence, increased community integration, and personal growth in a manner that responds to their own choices, needs and cultural values.

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
$137K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $48K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$137K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 4.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $19K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
+62% vs prior year
Spent
$2.1M
To programs
63%
Net assets
$25.3M
By yearFY2020–FY2024
Revenue
$2.8M
FY2024▲ +62%
Revenue by fiscal year
FY2020$2.7M
FY2021$2.0M
FY2022$2.9M
FY2023$2.0M
FY2024$1.7M
FY2024$2.8M
Expenses
$2.1M
FY2024▼ -2%
Expenses by fiscal year
FY2020$2.8M
FY2021$1.9M
FY2022$2.0M
FY2023$2.2M
FY2024$2.2M
FY2024$2.1M
Net assets
$25.3M
FY2024▲ +4%
Net assets by fiscal year
FY2020$24.0M
FY2021$26.5M
FY2022$24.1M
FY2023$24.1M
FY2024$24.4M
FY2024$25.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1992.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $1.3M Management & general 34% · $732K Fundraising 3% · $66K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

9 people listed on the 990; $137K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director/Chief F
$105,104Pt VII · Sec A
$4,000Pt VII · Sec A
Co-Vice Chairperson
$4,000Pt VII · Sec A
Board Chair
$4,000Pt VII · Sec A
$4,000Pt VII · Sec A
Secretary
$4,000Pt VII · Sec A
$4,000Pt VII · Sec A
$4,000Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Kelley Troutman$105,104$95,557$95,125$84,434$81,883$75,848
Lisa Naville$4,000$3,000$3,000$3,000$3,000$3,000
Mike Johnson$4,000$3,000$3,000$3,000$3,000$3,000
Roseann Severson$4,000$3,000$3,000$3,000$3,000$3,000
Janet McCadden$4,000$3,000$3,000$3,000$3,000$3,000
Janet Slaughter$4,000$3,000$3,000$3,000$3,000—
Lois Endris$4,000$3,000$3,000$3,000——
Mike Andres$4,000$3,000————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Empowering people of all ages and abilities to achieve independence and personal growth through community integration.

Provided by the organization

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1 program service account for $1.3M of program spending, described in the organization's own filed words · FY2024.
01

Providing respite, attendant care, homemaking and rehabilitative services for elderly, physically disabled and developmentally challenged individuals and their caregivers serving approximately 60 clients.

$1.3Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$19K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Investment incomeLn 3$1.4M
Gifts and grantsLn 1h$555K
Fees for servicesLn 2g$486K
Money outPt IX
$2.1M
Ln 25
Programscol B$1.3M
Managementcol C$732K
Fundraisingcol D$66K
Owns and owesPt X
$25.3M
net assets · Ln 32
Cash and savingsLn 1–2$823K
Total assetsLn 16$25.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
9
listed · VII A
PaidVII A9
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$555K
Government grantsLn 1e$480K
Fees for servicesLn 2g$486K
Investment incomeLn 3$1.4M
Other incomeLn 4–11$309K
Gains on assetsLn 7$780K
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$682K
SavingsLn 2$141K
Cash and savings togetherLn 1–2$823K
InvestmentsLn 11–13$16.5M
Land, buildings, equipmentLn 10c$8.0M
Total assetsLn 16$25.3M
LiabilitiesLn 26$0
Net assetsLn 32$25.3M
OperationsPt I, VI
EmployeesI 565
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$903K$823K
InvestmentsLn 11–13$16.0M$16.5M
Land, buildings, equipmentLn 10c$7.4M$8.0M
Total assetsLn 16$24.4M$25.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$24.4M$25.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$158K$40K$79K$40K
Other salaries and wagesLn 7$807K$664K$143K
Other employee benefitsLn 9$58K$42K$14K$2K
Payroll taxesLn 10$74K$54K$17K$3K
Legal feesLn 11b$18K$18K
Accounting feesLn 11c$79K$79K
Advertising and promotionLn 12$65K$65K
Office expensesLn 13$123K$68K$53K$2K
Information technologyLn 14$63K$52K$9K$3K
OccupancyLn 16$143K$114K$21K$7K
TravelLn 17$8K$6K$2K$317
Depreciation, depletion and amortizationLn 22$260K$117K$143K
InsuranceLn 23$104K$82K$17K$5K
Other expenses (24a–d)Ln 24$140K$75K$62K$3K
All other expensesLn 24e$36K$26K$9K$1K
Total functional expensesLn 25$2.1M$1.3M$732K$66K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.7M$2.2M−$470K$24.4M 990 PDF
FY2023 $2.0M$2.2M−$129K$24.1M 990 PDF
FY2022 $2.9M$2.0M$846K$24.1M 990 PDF
FY2021 $2.0M$1.9M$101K$26.5M 990 PDF
FY2020 $2.7M$2.8M−$105K$24.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $2,781,204 across 9 lines filed
VIII-1e Government grants$479,930
VIII-1f All other contributions, gifts and grants$74,826
VIII-1h Total contributions, gifts and grants$554,756
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $485,556$485,556
VIII-3 Investment incomeExcluded from tax $652,066$652,066
VIII-6 Net rental income or lossExcluded from tax $307,794$307,794
VIII-7 Net gain or loss on sales of assetsExcluded from tax $780,045$780,045
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $987$987
VIII-12 Total revenueRelated to mission $486,543 · Unrelated business $0 · Excluded from tax $1,739,905$2,781,204
Part IX · Statement of functional expenses $2,138,008 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $39,524 · Management $79,048 · Fundraising $39,524$158,096
IX-7 Other salaries and wagesPrograms $663,996 · Management $142,918$806,914
IX-9 Other employee benefitsPrograms $42,326 · Management $13,654 · Fundraising $2,431$58,411
IX-10 Payroll taxesPrograms $53,862 · Management $16,994 · Fundraising $3,026$73,882
IX-11b Legal feesManagement $18,333$18,333
IX-11c Accounting feesManagement $78,660$78,660
IX-12 Advertising and promotionManagement $65,259$65,259
IX-13 Office expensesPrograms $68,226 · Management $53,483 · Fundraising $1,747$123,456
IX-14 Information technologyPrograms $51,580 · Management $8,811 · Fundraising $2,937$63,328
IX-16 OccupancyPrograms $114,451 · Management $21,459 · Fundraising $7,153$143,063
IX-17 TravelPrograms $5,649 · Management $1,782 · Fundraising $317$7,748
IX-22 Depreciation, depletion and amortizationPrograms $116,686 · Management $143,437$260,123
IX-23 InsurancePrograms $82,248 · Management $16,845 · Fundraising $5,002$104,095
IX-24 Other expenses (24a–d)Programs $75,051 · Management $62,355 · Fundraising $3,092$140,498
IX-24e All other expensesPrograms $26,010 · Management $8,972 · Fundraising $1,160$36,142
IX-25 Total functional expensesPrograms $1,339,609 · Management $732,010 · Fundraising $66,389$2,138,008
Part X · Balance sheet $25,328,952 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $140,023$682,340
X-2 Savings and temporary cash investmentsStart of year $763,042$141,101
X-10c Land, buildings and equipment, netStart of year $7,428,246$8,048,114
X-11 Publicly traded securitiesStart of year $16,042,783$16,457,397
X-16 Total assetsStart of year $24,374,094$25,328,952
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $24,374,094$25,328,952
X-32 Total net assets or fund balancesStart of year $24,374,094$25,328,952
X-33 Total liabilities and net assetsStart of year $24,374,094$25,328,952
Part XI · Reconciliation of net assets $25,328,952 net assets at year end
XI-1 Total revenue$2,781,204
XI-2 Total expenses$2,138,008
XI-3 Revenue less expenses$643,196
XI-4 Net assets at start of year$24,374,094
XI-5 Net unrealized gains (losses) on investments$311,662
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$25,328,952

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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