Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 194,725 | 269,490 | 330,696 | 187,028 | 585,842 | 1,567,781 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 14,548,772 | 15,250,298 | 15,462,805 | 15,716,429 | 16,853,645 | 77,831,949 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 14,743,497 | 15,519,788 | 15,793,501 | 15,903,457 | 17,439,487 | 79,399,730 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 73,120 | 73,120 | ||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 73,120 | 73,120 | ||||
| 8 | Public support. (Subtract line 7c from line 6.) | 79,326,610 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 14,743,497 | 15,519,788 | 15,793,501 | 15,903,457 | 17,439,487 | 79,399,730 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 21,989 | 22,894 | 37,394 | 31,868 | 28,967 | 143,112 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 21,989 | 22,894 | 37,394 | 31,868 | 28,967 | 143,112 |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 4,449 | 2,609 | 7,058 | |||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 14,769,935 | 15,545,291 | 15,830,895 | 15,935,325 | 17,468,454 | 79,549,900 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS INCOME |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 3 | IN-HOME AND INDIVIDUALIZED HOUSING OPTIONS: OFFERING TRAINING, CARE, AND SUPERVISION TO FAMILIES AND CAREGIVERS WHO HAVE CHILDREN OR ADULTS WITH A BROAD RANGE OF ABILITIES AND NEEDS, AS THEY DEVELOP TO THEIR FULLEST POTENTIAL LIVING IN THEIR HOMES OR IN FOSTER CARE SETTINGS. WE ASSIST WITH A VARIETY OF SERVICES INCLUDING FINDING INDEPENDENT HOUSING, TRANSITIONING TO INDEPENDENT LIVING, DAILY LIVING ROUTINES AND INDEPENDENT LIVING SKILLS (PERSONAL HYGIENE, MONEY MANAGEMENT, TRANSPORTATION TRAINING, MEDICATION MANAGEMENT, DOMESTIC TASKS, SOCIAL SKILLS, PROBLEM SOLVING SKILLS), AND A 24-HOUR CALL LINE TO ASSIST IN PROBLEM SOLVING AND CRISIS INTERVENTION. THIS PROGRAM WAS DISCONTINUED IN MARCH 2020. |
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD OF DIRECTORS MAY DESIGNATE AN EXECUTIVE COMMITTEE COMPOSED OF THE BOARD CHAIR, THE VICE-BOARD CHAIR, THE SECRETARY AND THE TREASURER AND ANY OTHER DIRECTORS AS THE BOARD MAY DETERMINE FROM TIME TO TIME. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE FORM 990 IS FILED THE DIRECTOR OF FINANCE AND PROPERTY REVIEWS THE FORM WITH BOTH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS. WE COMPARE THE 990 FINANCIAL INFORMATION TO THE AUDITED FINANCIAL STATEMENTS AND GO THROUGH ALL OF THE NON-FINANCIAL QUESTIONS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS IN PLACE A POLICY ON CONFLICT OF INTEREST, AS WELL AS A PROCEDURE FOR THE IMPLEMENTATION. THE POLICY COVERS MEMBERS OF THE HOMEWARD BOUND BOARD OF DIRECTORS, THE HOMEWARD BOUND FOUNDATION'S BOARD OF DIRECTORS, HOMEWARD BOUND EMPLOYEES AND VOLUNTEERS. THOSE COVERED ARE ORIENTED TO BOTH POLICY AND PROCEDURE IN THE FIRST MONTH OF THE COMMENCEMENT OF THE INDIVIDUAL'S RELATIONSHIP WITH HOMEWARD BOUND OR THE FOUNDATION AND THE ORIENTATION IS DOCUMENTED. THOSE COVERED ARE ASKED TO DISCLOSE IN WRITING WHETHER THEY HAVE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST ANNUALLY, OR AS THEY ARISE. THE DETERMINATION OF A CONFLICT AND WHAT TO DO ABOUT IT ARE DECIDED IN THE FOLLOWING MANNER: 1-THE CEO, THE DIRECTOR OF THE AFFECTED DEPARTMENT AND THE DIRECTOR OF HUMAN RESOURCES IF THE DISCLOSURE COMES FROM AN EMPLOYEE 2-THE CEO AND THE DIRECTOR OF DEVELOPMENT IF THE DISCLOSURE COMES FROM A VOLUNTEER 3-THE AFFECTED BOARD OF DIRECTORS IF THE DISCLOSURE COMES FROM A MEMBER OF THE BOARD OR THE CEO. IF THE AFFECTED BOARD TAKES A VOTE ON ACTION, DECISION WILL BE BY MAJORITY VOTE WITHOUT COUNTING THE VOTE OF ANY INTERESTED MEMBER, EVEN IF THE DISINTERESTED MEMBERS ARE LESS THAN A QUORUM, PROVIDING THAT AT LEAST ONE CONSENTING MEMBER IS DISINTERESTED. A MEMBER OF ONE OF THE BOARDS WHO IS FORMALLY CONSIDERING EMPLOYMENT WITH HOMEWARD BOUND OR THE FOUNDATION WILL SUBMIT A WRITTEN REQUEST FOR A TEMPORARY LEAVE OF ABSENCE TO THE SECRETARY INDICATING THE TIME PERIOD OF THE LEAVE. IF A POTENTIAL CONFLICT ARISES, THOSE NOTED ABOVE ARE TASKED WITH REVIEWING THE CASE AND MAKING A DECISION. |
| FORM 990, PART VI, SECTION B, LINE 15A | CEO COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD, WHO EVALUATES CEO PERFORMANCE BASED ON ESTABLISHED GOALS. COMPENSATION IS THEN BASED ON PERSONAL PERFORMANCE, FINANCIAL PERFORMANCE WITHIN THE INDUSTRY, THE CEO'S PERFORMANCE AND GEOGRAPHIC COMPENSATION COMPARISONS. THE CEO'S COMPENSATION IS DOCUMENTED ANNUALLY IN THE MINUTES OF THE EXECUTIVE COMMITTEE. COMPENSATION WAS REVIEWED AND APPROVED DURING 2020 FOR THE CEO D. PRIEBE. OTHER TOP MANAGEMENT OFFICIALS COMPENSATION IS BASED ON THE EMPLOYEE'S POSITION LEVEL WITHIN THE ORGANIZATION, FINANCIAL PERFORMANCE WITHIN THE INDUSTRY, PERSONAL PERFORMANCE AND GEOGRAPHIC COMPENSATION COMPARISONS. THE COMPANY USES FOUR SALARY AND BENEFIT SURVEYS, INCLUDING: MINNESOTA COUNCIL ON NONPROFITS, TCS, ERI, ROBERT HALF. COMPENSATION WAS REVIEWED AND APPROVED DURING 2020 FOR DIRECTOR OF FINANCE AND PROPERTY P. GUSTAFSON. CEO IS RESPONSIBLE FOR SETTING WAGES FOR KEY EMPLOYEES WITH APPROVAL FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNMENT DOCUMENTS, CONFLICT OF INTEREST POLICY DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Software ID: | |
| Software Version: |