Homebridge INC FY2020 filing

Tax-deductible

San Francisco, CA501(c)(3)Since 1985EIN 94-2985244Revenue $28.6M in FY2020

On file with the IRShomebridgeca.org1035 Market St Ste L1, 94103-1666 · San Francisco, CATax-exempt since Mar 1986Publicly supported — 509(a)(2)

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Making independent living possible for those unable to care for themselves

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$1.1M 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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FY2020 · 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
5 of 6
filings with a surplus
Average surplus $2.2M a year · 6% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.1M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $505K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$3.4M
69% of total assets
Worth a look: liabilities are 69% of assets; over 65%.
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
$28.6M
Spent
$28.0M
To programs
91%
Net assets
$1.6M
By yearFY2020–FY2025
Revenue
$28.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$28.6M
FY2021$28.4M
FY2022$30.7M
FY2023$33.1M
FY2024$65.2M
FY2025$56.3M
Expenses
$28.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$28.0M
FY2021$28.3M
FY2022$29.9M
FY2023$34.9M
FY2024$56.5M
FY2025$51.3M
Net assets
$1.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.6M
FY2021$1.6M
FY2022$2.5M
FY2023$643K
FY2024$9.3M
FY2025$14.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1986.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $25.4M Management & general 9% · $2.6M

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

20 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$197,521Pt VII · Sec A
Chief Operations Officer
$182,000Pt VII · Sec A
Director of Talent Develop
$132,964Pt VII · Sec A
Programs Director
$132,930Pt VII · Sec A
IT Director
$127,699Pt VII · Sec A
Lead Care Supervisor
$107,690Pt VII · Sec A
Lead Care Supervisor
$104,909Pt VII · Sec A
Chief Financial Officer
$96,654Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Burns Mark$100,084$229,046$232,354———
Chang Min$225,000—————
Mark Burns———$218,835$222,576$197,521
Orlin Elizabeth——$199,481———
Simon Pitchford————$196,125$182,000
Harris Orlando Horatio——$195,923———
Owens Jay$194,690$177,396$153,067———
Brodsky Jennifer——$192,535———

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 individuals unable to care for themselves to live independently.

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Provided by the organization

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3 programs · $25.4M · in their own filed words · FY2019
01

Contract mode ihss (medi-cal funded in-home supportive services) provides home care, personal care and paramedical support services to clients in their homes who are entitled beneficiaries of san francisco county's ihss program.

$24.0Mprogram expense
02

Homebridge training provides a complete program of workforce development job readiness, skills training and coaching support for more than 500 homebridge-employed caregivers annually. Homebridge training additionally provides caregiving skills development, techincal program trainings and other workforce support initiatives for more than…

$1.0Mprogram expense
03

Others

Occupational skills training program is a workforce development initiative for home care providers, providing skills building, barrier removal and other support services.

$426Kprogram 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
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$28.6M
Ln 12
Gifts and grantsLn 1h$28.5M
Fees for servicesLn 2g$100K
Investment incomeLn 3$1
Money outPt IX
$28.0M
Ln 25
Programscol B$25.4M
Managementcol C$2.6M
Owns and owesPt X
$1.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$5.0M
LiabilitiesLn 26$3.4M
PeoplePt VI, VII
20
listed · VII A
PaidVII A8
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$28.5M
Government grantsLn 1e$28.0M
Fees for servicesLn 2g$100K
Investment incomeLn 3$1
Total revenueLn 12$28.6M
Assets in detailPt X, end of year
CashLn 1$1.9M
SavingsLn 2$4K
Cash and savings togetherLn 1–2$1.9M
Land, buildings, equipmentLn 10c$610K
Other assetsLn 15$99K
Total assetsLn 16$5.0M
LiabilitiesLn 26$3.4M
Net assetsLn 32$1.6M
OperationsPt I, VI
EmployeesI 5724
VolunteersI 613
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 FY20End FY20
Cash and savingsLn 1–2$2.3M$1.9M
Land, buildings, equipmentLn 10c$803K$610K
Total assetsLn 16$4.1M$5.0M
LiabilitiesLn 26$3.1M$3.4M
Net assetsLn 32$981K$1.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$635K$635K
Other salaries and wagesLn 7$18.0M$16.8M$1.1M
Pension plan contributionsLn 8$794K$755K$39K
Other employee benefitsLn 9$3.2M$3.1M$130K
Payroll taxesLn 10$1.5M$1.4M$136K
Legal feesLn 11b$20K$20K
Accounting feesLn 11c$52K$52K
Other fees for servicesLn 11g$219K$207K$11K
OccupancyLn 16$1.0M$784K$217K
TravelLn 17$293K$292K$2K
InterestLn 20$14K$14K
Depreciation, depletion and amortizationLn 22$193K$175K$18K
InsuranceLn 23$130K$80K$49K
Other expenses (24a–d)Ln 24$1.3M$1.2M$53K
All other expensesLn 24e$695K$578K$117K
Total functional expensesLn 25$28.0M$25.4M$2.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $56.3M$51.3M$5.0M$14.3M 990 PDF
FY2024 $65.2M$56.5M$8.6M$9.3M 990 PDF
FY2023 $33.1M$34.9M−$1.8M$643K 990 PDF
FY2022 $30.7M$29.9M$823K$2.5M 990 PDF
FY2021 $28.4M$28.3M$96K$1.6M 990 PDF
FY2020 Viewing $28.6M$28.0M$571K$1.6M 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 FY2020 990 (6 parts)
Part I · Summary $28,610,721 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $400,498$28,510,476
I-9 Program service revenuePrior year $26,337,890$100,244
I-10 Investment incomePrior year $1$1
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $26,738,389$28,610,721
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 $22,971,984$24,167,444
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,878,888$3,872,751
I-18 Total expensesPrior year $26,850,872$28,040,195
I-19 Revenue less expensesPrior year −$112,483$570,526
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $28,610,721 across 7 lines filed
VIII-1b Membership dues$54,300
VIII-1e Government grants$28,035,018
VIII-1f All other contributions, gifts and grants$421,158
VIII-1h Total contributions, gifts and grants$28,510,476
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $100,244$100,244
VIII-3 Investment incomeExcluded from tax $1$1
VIII-12 Total revenueRelated to mission $100,244 · Unrelated business $0 · Excluded from tax $1$28,610,721
Part IX · Statement of functional expenses $28,040,195 across 15 lines filed
IX-5 Pay of current officers, directors and key staffManagement $634,932$634,932
IX-7 Other salaries and wagesPrograms $16,810,675 · Management $1,149,923$17,960,598
IX-8 Pension plan contributionsPrograms $754,832 · Management $39,458$794,290
IX-9 Other employee benefitsPrograms $3,101,084 · Management $129,576$3,230,660
IX-10 Payroll taxesPrograms $1,410,909 · Management $136,055$1,546,964
IX-11b Legal feesPrograms $20,000$20,000
IX-11c Accounting feesManagement $51,839$51,839
IX-11g Other fees for servicesPrograms $207,331 · Management $11,222$218,553
IX-16 OccupancyPrograms $783,693 · Management $217,193$1,000,886
IX-17 TravelPrograms $291,575 · Management $1,531$293,106
IX-20 InterestManagement $14,301$14,301
IX-22 Depreciation, depletion and amortizationPrograms $175,028 · Management $17,948$192,976
IX-23 InsurancePrograms $80,405 · Management $49,125$129,530
IX-24 Other expenses (24a–d)Programs $1,203,868 · Management $52,933$1,256,801
IX-24e All other expensesPrograms $578,017 · Management $116,742$694,759
IX-25 Total functional expensesPrograms $25,417,417 · Management $2,622,778 · Fundraising $0$28,040,195
Part X · Balance sheet $4,951,928 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $2,263,184$1,906,446
X-2 Savings and temporary cash investmentsStart of year $4,026$4,027
X-3 Pledges and grants receivableStart of year $489,282$1,858,326
X-9 Prepaid expenses and deferred chargesStart of year $463,287$473,293
X-10c Land, buildings and equipment, netStart of year $803,322$610,346
X-15 Other assetsStart of year $99,490$99,490
X-16 Total assetsStart of year $4,122,591$4,951,928
X-17 Accounts payable and accrued expensesStart of year $1,912,345$2,142,942
X-19 Deferred revenueStart of year $329,018$257,232
X-25 Other liabilitiesStart of year $900,000$1,000,000
X-26 Total liabilitiesStart of year $3,141,363$3,400,174
X-27 Net assets without donor restrictionsStart of year $981,228$1,451,754
X-28 Net assets with donor restrictions$100,000
X-32 Total net assets or fund balancesStart of year $981,228$1,551,754
X-33 Total liabilities and net assetsStart of year $4,122,591$4,951,928
Part XI · Reconciliation of net assets $1,551,754 net assets at year end
XI-1 Total revenue$28,610,721
XI-2 Total expenses$28,040,195
XI-3 Revenue less expenses$570,526
XI-4 Net assets at start of year$981,228
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,551,754

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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