Harbor House FY2024 filing

Tax-deductible

Omaha, NE501(c)(3)Since 1994Health CareEIN 36-4003095Revenue $2.7M in FY2024

On file with the IRShospicehouseomaha.org12809 W Dodge Rd, 68154-2155 · Omaha, NETax-exempt since Apr 1995Publicly supported charity — 170(b)(1)(A)(vi)

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To embrace residents living with terminal illnesses and their families and friends with compassionate care and comfort, and to provide end of life education in the community.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$120K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average surplus $823K a year · 19% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$120K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $1.5M
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.7M
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.7M
-62% vs prior year
Spent
$3.5M
To programs
89%
Net assets
$11.4M
By yearFY2020–FY2025
Revenue
$2.7M
FY2024▼ -62%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.8M
FY2021$3.3M
FY2022$6.7M
FY2023$7.1M
FY2024$2.7M
FY2025$3.8M
Expenses
$3.5M
FY2024▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.2M
FY2021$3.1M
FY2022$3.6M
FY2023$3.7M
FY2024$3.5M
FY2025$4.3M
Net assets
$11.4M
FY2024▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.2M
FY2021$6.0M
FY2022$8.2M
FY2023$11.7M
FY2024$11.4M
FY2025$10.6M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1995.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $3.1M Management & general 8% · $292K Fundraising 2% · $73K

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

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Who runs it and what they're paid

19 people listed on the 990; $120K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$120,275Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Treasurer Thru 12/23
$0Pt VII · Sec A
Director / Secretary/Treasurer
$0Pt VII · Sec A
Director Thru 6/24
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Lisa Russell’s $137K as Executive Director is at the 45th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Lisa Russell$136,624$120,275————
Gary George——$122,673$122,019$122,316$114,820
Maggie Weddle$108,091—————
Lisa Russell-Development Dir——$99,716———

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 15aNo

Programs and updates

Offers compassionate end-of-life care in a comfortable, home-like setting.

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Provided by the organization

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1 program · $3.1M · in their own filed words · FY2023
01

Harbor House, D/B/A as Hospice House

The josie harper residence, operates a licensed 26 bed residential facility which provides 24-HOUR professional care and supervision to serve the spiritual, emotional, and physical needs of terminally ill residents and their families in a home-like setting in addition to residential living space.

$3.1Mprogram expense

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 · FY2024
Total grants receivedfrom 3 funders$1.5M
See all 3 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.7M
Ln 12
Fees for servicesLn 2g$1.9M
Gifts and grantsLn 1h$652K
Investment incomeLn 3$192K
Money outPt IX
$3.5M
Ln 25
Programscol B$3.1M
Managementcol C$292K
Fundraisingcol D$73K
Owns and owesPt X
$11.4M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$13.1M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$652K
Fees for servicesLn 2g$1.9M
Investment incomeLn 3$192K
Other incomeLn 4–11$158
Gains on assetsLn 7−$565
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
CashLn 1$250
SavingsLn 2$1.5M
Cash and savings togetherLn 1–2$1.5M
InvestmentsLn 11–13$6.1M
Land, buildings, equipmentLn 10c$4.7M
Total assetsLn 16$13.1M
LiabilitiesLn 26$1.7M
Net assetsLn 32$11.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 6178
Fiscal year endsHeaderJune
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$2.7M$1.5M
InvestmentsLn 11–13$4.7M$6.1M
Land, buildings, equipmentLn 10c$948K$4.7M
Total assetsLn 16$12.1M$13.1M
LiabilitiesLn 26$391K$1.7M
Net assetsLn 32$11.7M$11.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$278K$125K$92K$61K
Other salaries and wagesLn 7$1.7M$1.6M$72K
Pension plan contributionsLn 8$53K$51K$2K
Other employee benefitsLn 9$479K$442K$30K$7K
Payroll taxesLn 10$147K$132K$11K$4K
Accounting feesLn 11c$23K$23K
Investment management feesLn 11f$23K$23K
Other fees for servicesLn 11g$324K$324K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$44K$31K$13K
OccupancyLn 16$106K$106K
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$123K$123K
InsuranceLn 23$26K$26K
Other expenses (24a–d)Ln 24$127K$127K
Total functional expensesLn 25$3.5M$3.1M$292K$73K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3.8M$4.3M−$440K$10.6M 990 PDF
FY2024 Viewing $2.7M$3.5M−$767K$11.4M 990 PDF
FY2023 $7.1M$3.7M$3.3M$11.7M 990 PDF
FY2022 $6.7M$3.6M$3.1M$8.2M 990 PDF
FY2021 $3.3M$3.1M$184K$6.0M 990 PDF
FY2020 $2.8M$3.2M−$439K$5.2M 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 (6 parts)
Part I · Summary $2,705,054 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,240,055$651,552
I-9 Program service revenuePrior year $2,668,606$1,861,209
I-10 Investment incomePrior year $170,412$192,135
I-11 Other revenuePrior year $288$158
I-12 Total revenuePrior year $7,079,361$2,705,054
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,726,722$2,672,652
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,016,020$799,817
I-18 Total expensesPrior year $3,742,742$3,472,469
I-19 Revenue less expensesPrior year $3,336,619−$767,415
Part VI · Governance 16 of 16 board members independent, 1 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $2,705,054 across 7 lines filed
VIII-1f All other contributions, gifts and grants$651,552
VIII-1h Total contributions, gifts and grants$651,552
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,861,209$1,861,209
VIII-3 Investment incomeExcluded from tax $192,700$192,700
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$565−$565
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $158$158
VIII-12 Total revenueRelated to mission $1,861,367 · Unrelated business $0 · Excluded from tax $192,135$2,705,054
Part IX · Statement of functional expenses $3,472,469 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $124,666 · Management $92,165 · Fundraising $61,443$278,274
IX-7 Other salaries and wagesPrograms $1,643,291 · Management $71,783$1,715,074
IX-8 Pension plan contributionsPrograms $51,058 · Management $1,961$53,019
IX-9 Other employee benefitsPrograms $441,894 · Management $30,109 · Fundraising $7,314$479,317
IX-10 Payroll taxesPrograms $131,561 · Management $11,406 · Fundraising $4,001$146,968
IX-11c Accounting feesManagement $22,993$22,993
IX-11f Investment management feesManagement $22,634$22,634
IX-11g Other fees for servicesPrograms $323,987$323,987
IX-12 Advertising and promotionPrograms $2,000$2,000
IX-13 Office expensesPrograms $30,723 · Management $12,975$43,698
IX-16 OccupancyPrograms $106,247$106,247
IX-19 Conferences, conventions and meetingsPrograms $2,156$2,156
IX-22 Depreciation, depletion and amortizationPrograms $122,912$122,912
IX-23 InsuranceManagement $26,040$26,040
IX-24 Other expenses (24a–d)Programs $127,150$127,150
IX-25 Total functional expensesPrograms $3,107,645 · Management $292,066 · Fundraising $72,758$3,472,469
Part X · Balance sheet $13,097,268 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $250$250
X-2 Savings and temporary cash investmentsStart of year $2,731,184$1,543,833
X-3 Pledges and grants receivableStart of year $3,380,955$495,668
X-4 Accounts receivableStart of year $371,991$215,599
X-9 Prepaid expenses and deferred chargesStart of year $22,801$23,631
X-10c Land, buildings and equipment, netStart of year $948,333$4,671,786
X-11 Publicly traded securitiesStart of year $4,674,092$6,146,501
X-16 Total assetsStart of year $12,129,606$13,097,268
X-17 Accounts payable and accrued expensesStart of year $61,662$733,804
X-25 Other liabilitiesStart of year $329,828$929,179
X-26 Total liabilitiesStart of year $391,490$1,662,983
X-27 Net assets without donor restrictionsStart of year $7,422,572$9,645,172
X-28 Net assets with donor restrictionsStart of year $4,315,544$1,789,113
X-32 Total net assets or fund balancesStart of year $11,738,116$11,434,285
X-33 Total liabilities and net assetsStart of year $12,129,606$13,097,268
Part XI · Reconciliation of net assets $11,434,285 net assets at year end
XI-1 Total revenue$2,705,054
XI-2 Total expenses$3,472,469
XI-3 Revenue less expenses−$767,415
XI-4 Net assets at start of year$11,738,116
XI-5 Net unrealized gains (losses) on investments$463,584
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,434,285

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

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