Home Instead Charities

Omaha, NEUnknown exempt organization EIN 51-0457609Revenue $669K in FY2023

On file with the IRShomeinsteadcharities.org13323 California Street · Omaha, NE

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

To enhance the lives of aging adults and those who care for them.

85¢ of each $1 spent went to programs.
Run by 10 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 3
filings with a surplus
Average deficit $567K a year · 46% of revenue · last 3 filings
Concern: a surplus in 0 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$142K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Named funders
1
named funder · $80
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$669K
-40% vs prior year
Spent
$1.7M
To programs
85%
Net assets
$0
By yearFY2021–FY2023
Revenue
$669K
FY2023▼ -40%
Tap a bar for its year
Revenue by fiscal year
FY2021$1.9M
FY2022$1.1M
FY2023$669K
Expenses
$1.7M
FY2023▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2021$2.1M
FY2022$1.6M
FY2023$1.7M
Net assets
$0
FY2023▼ -100%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.7M
FY2022$987K
FY2023$0

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

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

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.4M Management & general 12% · $210K Fundraising 2% · $34K

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

Something off? Claim to add context

Who runs it and what they're paid

10 people listed on the 990; $142K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$141,658Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2023FY2022FY2021
Lenli Corbett—$138,479$197,756
Kathleen Miske$141,658$102,543$102,780

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.

See Home Instead Charities executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports aging adults and their caregivers to improve their quality of life.

Questions for Home Instead Charities

Tap to ask. Home Instead Charities sees how many people are interested.

Your first name shows with your question. Home Instead Charities answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $1.4M · in their own filed words · FY2023
01

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…

$1.4Mprogram expense
02

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.

$40Kprogram expense
03

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.

$8Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$80
Grants paid · 169 grants · $3.2M · 2021–2023
University of Nebraska at OmahaFY2023$57,000
Wilson Rides INCTN · FY2023$49,585
Unitemized GrantFY2023$39,597
Dreamweaver FoundationNE · FY2023$33,760
Merrymakers AssociationNE · FY2023$32,355
Amherst Neighbors INCMA · FY2023$28,162
Seabury Resources for AgingDC · FY2023$27,586
Senior Ride Nashville INCTN · FY2023$25,923
Village ConnectionsOH · FY2023$25,159
Elderhelp of San DiegoCA · FY2023$23,710
Charles House AssociationNC · FY2023$21,105
See all 169 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$669K
Ln 12
Gifts and grantsLn 1h$660K
Investment incomeLn 3$10K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.4M
Managementcol C$210K
Fundraisingcol D$34K
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
10
listed · VII A
PaidVII A1
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$660K
Investment incomeLn 3$10K
Total revenueLn 12$669K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$0
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 53
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$223K$0
InvestmentsLn 11–13$805K$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$1.0M$0
LiabilitiesLn 26$43K$0
Net assetsLn 32$987K$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.3M$1.3M
Grants to domestic individualsLn 2$48K$48K
Other salaries and wagesLn 7$133K$40K$93K
Pension plan contributionsLn 8$2K$497$1K
Other employee benefitsLn 9$16K$5K$11K
Payroll taxesLn 10$10K$3K$7K
Legal feesLn 11b$9K$9K
Other fees for servicesLn 11g$65K$65K
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$2K$1K$161
Information technologyLn 14$27K$27K
TravelLn 17$5K$5K
Other expenses (24a–d)Ln 24$18K$18K
Total functional expensesLn 25$1.7M$1.4M$210K$34K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $669K$1.7M−$1.0M$0 990 PDF
FY2022 $1.1M$1.6M−$534K$987K 990 PDF
FY2021 $1.9M$2.1M−$154K$1.7M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $669,462 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,078,467$659,670
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $28,578$9,792
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,107,045$669,462
I-13 Grants and similar amounts paidPrior year $1,295,238$1,389,023
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $180,986$160,397
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $164,426$132,045
I-18 Total expensesPrior year $1,640,650$1,681,465
I-19 Revenue less expensesPrior year −$533,605−$1,012,003
Part VI · Governance 6 of 6 board members independent, 2 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsYes
VI-14 Document retention and destruction policyNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $669,462 across 4 lines filed
VIII-1f All other contributions, gifts and grants$659,670
VIII-1h Total contributions, gifts and grants$659,670
VIII-3 Investment incomeExcluded from tax $9,792$9,792
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $9,792$669,462
Part IX · Statement of functional expenses $1,681,465 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $1,341,426$1,341,426
IX-2 Grants to domestic individualsPrograms $47,597$47,597
IX-7 Other salaries and wagesPrograms $39,883 · Management $93,059$132,942
IX-8 Pension plan contributionsPrograms $497 · Management $1,159$1,656
IX-9 Other employee benefitsPrograms $4,692 · Management $10,950$15,642
IX-10 Payroll taxesPrograms $3,047 · Management $7,110$10,157
IX-11b Legal feesManagement $8,502$8,502
IX-11g Other fees for servicesManagement $64,610$64,610
IX-12 Advertising and promotionFundraising $6,950$6,950
IX-13 Office expensesManagement $1,387 · Fundraising $161$1,548
IX-14 Information technologyFundraising $27,287$27,287
IX-17 TravelManagement $5,199$5,199
IX-24 Other expenses (24a–d)Management $17,949$17,949
IX-25 Total functional expensesPrograms $1,437,142 · Management $209,925 · Fundraising $34,398$1,681,465
Part X · Balance sheet $0 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $131,992$0
X-2 Savings and temporary cash investmentsStart of year $91,016$0
X-3 Pledges and grants receivable$0
X-4 Accounts receivableStart of year $1,995$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $805,482$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,030,485$0
X-17 Accounts payable and accrued expensesStart of year $43,145$0
X-26 Total liabilitiesStart of year $43,145$0
X-27 Net assets without donor restrictionsStart of year $765,932$0
X-28 Net assets with donor restrictionsStart of year $221,408$0
X-32 Total net assets or fund balancesStart of year $987,340$0
X-33 Total liabilities and net assetsStart of year $1,030,485$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$669,462
XI-2 Total expenses$1,681,465
XI-3 Revenue less expenses−$1,012,003
XI-4 Net assets at start of year$987,340
XI-5 Net unrealized gains (losses) on investments$20,331
XI-8 Prior period adjustments$4,332
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.