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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 3,376 | 3,584 | 1,357 | 172 | 7 | 8,496 |
| 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 | 41,718 | 37,961 | 46,730 | 44,711 | 45,916 | 217,036 |
| 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 | 45,094 | 41,545 | 48,087 | 44,883 | 45,923 | 225,532 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 4,050 | 5,842 | 4,326 | 3,300 | 3,000 | 20,518 |
| 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. | ||||||
| c | Add lines 7a and 7b.. | 4,050 | 5,842 | 4,326 | 3,300 | 3,000 | 20,518 |
| 8 | Public support. (Subtract line 7c from line 6.) | 205,014 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 45,094 | 41,545 | 48,087 | 44,883 | 45,923 | 225,532 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on 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.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 45,094 | 41,545 | 48,087 | 44,883 | 45,923 | 225,532 |
| 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 2023 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-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING 425 BOARD EXPENSES 181 OFFICE 416 REVOLUTION AGING PROGRAM 2,037 EMAILS AND DOMAIN 405 VILLAGE TO VILLAGE 425 ZOOM 327 VIMEO PRO 262 CONFERENCE AND TRAINING 50 MARKETING EVENTS 130 D&O INSURANCE 698 LIABILITY INSURANCE 1,968 PROGRAM EVENTS 6,898 CHARITABLE REGISTRATION 52 BACKGROUND CHECKS 182 TOTAL 14,456 |
| FORM 990-EZ, PART III | PAGE 2, PART III, LINE 28 - CONTINUED ACTIVITIES AND EVENTS. I'ON RESIDENTS AGE 55 AND OVER MAY BECOME MEMBERS. OTHER RESIDENTS WITH DISABILITIES OR SPECIAL CIRCUMSTANCES WILL BE CONSIDERED AS REQUESTED. MEMBERSHIP CATEGORIES AND FEES FULL MEMBERSHIP: THIS MEMBERSHIP IS AVAILABLE TO ALL I'ON RESIDENTS AGE 55 AND OLDER AND ALLOWS ACCESS TO ALL PROGRAMS AND SERVICES OFFERED BY THE ORGANIZATION INCLUDING ALL CULTURAL, EDUCATIONAL, AND SOCIAL EVENTS AND ALL SERVICES AVAILABLE FROM VOLUNTEERS. THERE ARE TWO CATEGORIES OF MEMBERSHIP: HOUSEHOLD (500/YEAR): TWO INDIVIDUALS LIVING IN A SINGLE I'ON RESIDENCE AT A SPECIFIC ADDRESS IN WHICH AT LEAST ONE MEMBER IS 55 YEARS OF AGE OR OLDER. BOTH INDIVIDUALS ARE MEMBERS. AN ACCESSORY DWELLING UNIT (ADU) IS CONSIDERED A SEPARATE RESIDENCE. INDIVIDUAL MEMBERSHIP (350/YEAR): ONE RESIDENT OF I'ON WHO IS 55 YEARS OF AGE OR OLDER WHO MAY LIVE ALONE OR WITH A PARTNER/SPOUSE WHO IS NOT INTERESTED IN JOINING. NON-RESIDENTS: I'ON AT HOME ALLOWS A MAXIMUM OF 10 PERSONS A YEAR TO JOIN UNDER A HOUSEHOLD OR INDIVIDUAL MEMBERSHIP. THIS CATEGORY APPLIES TO INDIVIDUALS WHO ARE NON-RESIDENTS BUT WHO HAVE LIVED IN I'ON AND/OR MAINTAIN CLOSE TIES WITH THE I"ON AT HOME COMMUNITY. ANNUAL MEMBERSHIP FEES ALLOW THE ORGANIZATION TO COVER THE EXPENSES ASSOCIATED WITH PROGRAM OFFERINGS AND SERVICES AS WELL AS MAINTAINING THE WEBSITE, TECHNOLOGY, PRINTING, SUPPLIES, ADVERTISING, LIABILITY INSURANCE FOR THE ORGANIZATION AND ITS BOARD, COST TO CONFIRM CREDENTIALS OF VOLUNTEERS PROVIDING SERVICES AND PART-TIME SALARY COSTS. PAGE 2, PART III, LINE 29 - CONTINUED THEIR HOMES AS LONG AS POSSIBLE. TO DO THIS, WE NEED VOLUNTEERS. THEY ARE THE HEARTBEAT OF I'ON AT HOME (IAH). THEIR RESPONSIBILITIES RANGE FROM TRANSPORTING MEMBERS TO APPOINTMENTS, HANDLING SIMPLE HOUSEHOLD REPAIRS TO HELPING MEMBERS ADAPT TO NEW TECHNOLOGY. THEY ARE ALSO ENGAGED IN PLANNING AND COORDINATING EVENTS AND SERVING ON THE BOARD AND BOARD COMMITTEES. THE GOALS FOR VOLUNTEER SERVICES ARE: SUPPORT THE MISSION OF IAH BY PROVIDING QUALITY SERVICES AND PROGRAMS NURTURE AND BUILD COMMUNITY BY DEVELOPING CONNECTIONS AMONG MEMBERS AND VOLUNTEERS PROVIDE OPPORTUNITIES FOR SOCIAL INTERACTIONS AND NEW FRIENDSHIPS MAKE USE OF INDIVIDUAL TALENTS, SKILLS AND EXPERIENCES OF MEMBERS TO ENHANCE THE PROGRAM AND SERVICE OFFERINGS RECOGNIZE THE COMMITMENT, TIME AND TALENTS SHARED BY VOLUNTEERS. PAGE 2, PART III, LINE 30 - CONTINUED BEEN A GREAT DEAL OF RESEARCH INTO THE CHALLENGES OF AGING AND ONE OF THE MOST SIGNIFICANT IS LONELINESS. ALL ELDERLY HAVE DIFFERENT NEEDS. SOME MEMBERS WANT TO BE INVOLVED IN MANY ACTIVITIES WHILE OTHERS ARE MORE SOLITARY. HOWEVER, MEMBERS NEED TO STAY "CONNECTED- AND SEEK INTELLECTUAL STIMULATION AS WELL AS SOCIAL INTERACTION. THE PURPOSE OF IAH PROGRAM EVENTS IS TO ADDRESS THE INTERESTS AND NEEDS OF ITS MEMBERS. PROGRAMS ARE SELECTED AND ORGANIZED ACCORDINGLY. PRIORITY FO ATTENDANCE AT EVENTS IS GIVEN TO IAH MEMBERS. THERE IS OFTEN A CAPACITY RESTRICTION FOR A PROGRAM GIVEN THE VENUE OR NATURE OF THE EVENT. NON-MEMBER GUESTS MAY BE PERMITTED TO ATTEND IF MEMBER REGISTRATIONS FOR AN EVENT DO NOT REACH THE MAXIMUM CAPACITY. ALL EVENTS ARE POSTED WELL IN ADVANCE IN THE EVENTS CALENDAR ON THE IAH WEBSITE. IN ADDITION, A WEEKLY NEWSLETTER PUBLISHED EVERY SUNDAY MORNING AND SENT TO ALL MEMBERS VIA EMAIL HIGHLIGHTS THE UPCOMING EVENTS AND PROVIDES A LINK TO THE WEBSITE TO FACILITATE REGISTRATION. EXAMPLES OF THE EVENTS OFFERED ARE AS FOLLOWED: CULTURAL ARTS: THESE EVENTS ARE ORGANIZED TO TAKE ADVANTAGE OF PERFORMING ARTS IN THE CHARLESTON AREA. IF THE EVENT TALES PLACE OUTSIDE I'ON, AN EFFORT IS MADE TO OBTAIN DISCOUNTED PRICES AND CAR-POOLS MAY BE ORGANIZED. EXAMPLES INCLUDE: VISITS TO SPECIAL EXHIBITIONS AT THE GIBBES OR OTHER ART GALLERIES MUSICAL PERFORMANCES AT AREA CHURCHES SPOLETO / SPOLETO PICCOLO PROGRAMS PERFORMANCES AT THE GUILLARD OR NORTH CHARLESTON PERFORMING ARTS CENTER PERFORMANCES BY LOCAL ARTISTS IN I'ON AT PRIVATE HOME OR OUTDOOR SPACE IN THE COMMUNITY, E.G., CHARLESTON SYMPHONY STRING QUARTET, SINGERS FROM CHARLESTON OPERA OR OTHER GROUPS, INDIVIDUAL LOCAL PERFORMERS EDUCATIONAL OPPORTUNITIES MEMBERS CAN PARTICIPATE IN DISCUSSIONS, LECTURES AND WORKSHOPS THAT ARE EDUCATIONAL IN NATURE. EXAMPLES INCLUDE: TALKS AND/OR PANEL DISCUSSIONS ON THE ECONOMY, POLITICAL ISSUES, HISTORY, AND TRAVEL. PRESENTATIONS BY PROFESSIONALS ON TOPICS RELATED TO HEALTH AND WELLNESS PRESENTATIONS BY LOCAL AUTHORS AND ARTISTS TALKS ON TOPICS RELATED TO AGING COOKING DEMONSTRATIONS AND "HOW TO" DEMONSTRATIONS SUCH AS FLOWER ARRANGING SOCIAL EVENTS EVENTS THAT ARE SOCIAL IN NATURE ARE A VITAL PART OF IAH. ORGANIZED ON A REGULAR BASIS THESE EVENTS ALLOW MEMBERS TO INTERACT WITH THEIR NEIGHBORS AND MAKE NEW FRIENDS IN MANY DIFFERENT SETTINGS FROM SMALL PRIVATE HOMES TO LARGER VENUES. THEY INCLUDE: MONTHLY HAPPY HOUR AT LOCAL RESTAURANT MONTHLY "COCKTAILS AND CONVERSATION" GROUPS HELD AT PRIVATE HOMES SOCIAL EVENTS FOR SINGLE MEMBERS MONTHLY MEN'S HAPPY HOUR ANNUAL PARTIES TO RECOGNIZE THE CONTRIBUTIONS OF VOLUNTEERS AND CELEBRATE SEASONS / HOLIDAYS SPECIAL INTEREST GROUPS IF MEMBERS HAVE COMMON SPECIAL INTERESTS, IAH FACILITATES PROGRAMS TO ALLOW THESE MEMBERS TO ENJOY THOSE INTERESTS. EXAMPLES INCLUDE: HIKING BIKING BOCCE "GREAT DECISIONS": DISCUSSIONS ON GLOBAL TRENDS AND ISSUES FILM CRITIQUES AND ANALYSES LOCAL EXCURSIONS CHARLESTON AND ITS ENVIRONS ARE RICH IN HISTORY, ARCHITECTURE, GEOGRAPHY AND BEAUTY AND THERE ARE MANY PUBLIC EVENTS TAKING PLACE. MEMBERS MAKE PARTAKE OF EXCURSIONS TO VISIT SITES OF INTEREST AND/OR ATTEND EVENTS. THEY INCLUDE: HISTORIC PLANTATIONS AND BUILDINGS GALERY OPENINGS ATHLETIC EVENTS (COLLEGIATE AND PROFESSIONAL) WILDLIFE PRESERVES FILM FESTIVALS HOLIDAY EVENTS |
| FORM 990-EZ, PART III | THE MISSION OF ION AT HOME IS TO ENABLE ION RESIDENTS TO HAVE A HEALTHY, ACTIVE AND INDEPENDENT LIFESTYLE AND REMAIN IN THEIR HOMES AS LONG AS POSSIBLE. |
| Software ID: | |
| Software Version: |