2025-10-01T16:15:58-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-01-01 411223085 HOMEWARD BOUND INC HOME 7635253186 12805 HIGHWAY 55 400 PLYMOUTH MN 554413713 ROBERT EDWARDS CEO/PRESIDENT 7635253186 2025-10-01 1 0 ANN NEIL P01817922 6123764500 2025-10-01 2024 2025-03-06 01:10:19Z ROBERT EDWARDS 12805 HIGHWAY 55 400 PLYMOUTH MN 554413713 20808597 0 X WWW.HBIMN.ORG X 1973 MN PROVIDE INNOVATIVE, LIFE- ENRICHING SERVICES FOR INDIVIDUALS WITH DISABILITIES. 12 12 394 97 0 0 250283 202935 18715870 20220551 137811 109107 0 0 19103964 20532593 34375 0 0 0 16345968 16866899 0 0 171787 3585310 3230480 19965653 20097379 -861689 435214 11781534 12204653 6664244 6631980 5117290 5572673 X PROVIDING INNOVATIVE AND LIFE-ENRICHING SERVICES FOR CHILDREN, ADOLESCENTS, AND ADULTS WITH DISABILITIES. 0 0 16466785 0 20220551 HOMEWARD BOUND WAS FOUNDED BY FAMILIES IN 1973. FOR OVER 50 YEARS HOMEWARD BOUND HAS PROVIDED QUALITY AND INNOVATIVE SERVICES TO SUPPORT CHILDREN AND ADULTS WITH DISABILITIES IN LEADING MORE FULFILLING LIVES. WHILE WE SERVE PEOPLE WITH A VARIETY OF DISABILITIES, WE HAVE THE UNIQUE CAPACITY OF MEETING THE NEEDS OF THOSE WITH THE MOST SEVERE AND PROFOUND DISABILITIES. WE PROVIDE 24 HOUR SPECIALIZED NURSING CARE, IN-HOME CARE AND GROUP LIVING ENVIRONMENTS. HOMEWARD BOUND IS A PARTNERSHIP BETWEEN SPIRITED INDIVIDUALS WITH DISABILITIES AND THE CARING PEOPLE COMMITTED TO PROVIDING AN INDIVIDUALIZED, CHALLENGING AND LIFE-AFFIRMING GROWTH EXPERIENCE. WE PROVIDE SUPPORT WHICH VALUES THE COMPETENCE, STRENGTHS AND DESIRES OF EACH INDIVIDUAL. EACH PERSON IS ENCOURAGED AND EMPOWERED TO DEVELOP SKILLS AND CAPABILITIES NEEDED TO INCREASE SELF-RELIANCE AND ENHANCE QUALITY OF LIFE.WE CURRENTLY OPERATE 22 RESIDENTIAL HOMES, AND AN IN-HOME PROGRAM. OUR HOMES SPAN THE COMMUNITIES OF: BROOKLYN PARK, CRYSTAL, GOLDEN VALLEY, HOPKINS, MAPLE GROVE, MINNETONKA, NEW HOPE, PLYMOUTH, ROBBINSDALE AND ST. LOUIS PARK. WE CURRENTLY SERVE 91 PEOPLE, AGES 18 AND UP, FROM A VARIETY OF RACES, RELIGIONS AND ETHNICITIES. OUR MISSION: TO BE THE LEADING PROVIDER OF LIFE-ENRICHING SERVICES FOR CHILDREN AND ADULTS WITH DISABILITIES.WE ACHIEVE THIS BY CONTINUOUSLY IMPROVING THE QUALITY OF SUPPORT SERVICES. THE STAFF WORKS HARD TO MAKE SURE THAT REGARDLESS OF A PERSON'S DISABILITIES, THERE ARE WAYS TO PARTICIPATE AND ENJOY LIFE'S PLEASURES. WE STRIVE TO EXCEED THE EXPECTATIONS OF THE PEOPLE WE SERVE AND THEIR FAMILIES BY FINDING BETTER WAYS OF DELIVERING CARE, HOUSING AND PROGRAMMATIC SERVICES.SERVICES WE PROVIDE: *RESIDENTIAL HOUSING SUPPORT: SPECIALLY DESIGNED HOMES TO MEET THE NEEDS OF INDIVIDUALS WITH DISABILITIES. OUR WELL-TRAINED SUPPORT PROFESSIONALS HELP CHILDREN AND ADULTS WITH DISABILITIES DEVELOP AND ACHIEVE GOALS IN ALL LIFE AREAS USING SOPHISTICATED PROGRAMMING. WE OFFER 24/7, 365 DAY SUPPORT IN ALL OUR HOMES. *EDUCATION AND OUTREACH: HOMEWARD BOUND REACHES OUT TO THE COMMUNITY AS A WHOLE THROUGH INFORMATIONAL SPEAKING EVENTS, COMMUNITY ACTIVITIES AND PRESENTATIONS ABOUT DEVELOPMENT DISABILITIES TO EDUCATE THE PUBLIC ABOUT DISABILITIES AND AVAILABLE SUPPORT PROGRAMS.COMMUNITY ACTIVITIES WE OFFER:HOMEWARD BOUND STRIVES TO CONNECT CHILDREN AND ADULTS OF ALL MENTAL AND PHYSICAL ABILITIES TO THE ARTS, MUSIC, NATURE AND OTHER COMMUNITY INVOLVEMENT ACTIVITIES. *ART-ABILITIES: AN ART SHOW AT HENNEPIN COUNTY LIBRARY FEATURING ARTWORK REPRESENTING OVER 6,500 MINNESOTANS WITH DISABILITIES. THIS YEAR ARTWORK CREATED BY INDIVIDUALS AT HOMEWARD BOUND IS ON DISPLAY AT RIDGEDALE LIBRARY IN OCTOBER. *MADE IN THE SHADE: A NON-COMPETITIVE WALK, RUN OR ROLL EVENT AROUND LAKE CALHOUN. HOMEWARD BOUND COORDINATES THIS EVENT WITH SIX OTHER NONPROFITS WITH SIMILAR SERVICES TO CHILDREN AND ADULTS WITH DISABILITIES. THIS IS A GREAT WAY FOR THE INDIVIDUALS IN OUR HOMES TO GET OUT INTO THE COMMUNITY AND ENJOY A DAY OUTSIDE. *HOMEWARD BOUND GOLF CLASSIC: 2025 WILL BE OUR 29TH ANNUAL GOLF EVENT, HELD AT MINNESOTA VALLEY COUNTRY CLUB IN BLOOMINGTON. MANY LARGE AREA CORPORATIONS SUPPORT THIS EVENT AND HAVE FORMED WONDERFUL PARTNERSHIPS WITH HOMEWARD BOUND.**COMPETITIVE CHILI COOK-OFF: A COMMUNITY STYLE EVENT INVOLVING SUPPORTERS, RESIDENTS, FAMILIES AND STAFF ALL COMPETING TO WIN THE GOLDEN CHILI POT PRIZE. ATTENDEES PAY AN ENTRY FEE TO TASTE A VARIETY OF CHILI, VOTE FOR THEIR FAVORITE CHILI AND BUY ADDITIONAL VOTES, DONATE AND BID ON SILENT AUTION ITEMS, AND MAKE OTHER ONSITE CONTRIBUTIONS. BUSINESS AND GROUPS SPONSOR THE EVENT. PROCEEDDS FROM THE EVENT BENEFIT AN HBI INITIATIVE 16466785 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 14 0 394 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X X THERESA BLUHM 7635253186 12805 HIGHWAY 55 400 PLYMOUTH MN 554413713 RYAN SHERWOOD CHAIR 1.00 0.00 X X 0 0 0 KEVIN RYMANOWSKI VICE CHAIR/CHAIR OF GOVERNANCE 1.00 0.00 X X 0 0 0 PAUL CHERMAK TREASURER 0.50 0.00 X X 0 0 0 TERRY SEVERNS- WILLIAMS SECRETARY/ CHAIR OF QUALITY 0.50 0.00 X X 0 0 0 WOLFGANG GRIENER CHAIR OF INVESTMENT 0.50 0.00 X X 0 0 0 MARY YSTESUND DIRECTOR 0.50 0.00 X 0 0 0 JAN MOSER DIRECTOR 0.50 0.00 X 0 0 0 ANDREA NELSON DIRECTOR 0.50 0.00 X 0 0 0 PAT HURLEY DIRECTOR 0.50 0.00 X 0 0 0 JIM SCHAEFER DIRECTOR 0.50 0.00 X 0 0 0 JACK MCCLURE DIRECTOR 0.50 0.00 X 0 0 0 TALIA PLETCHER DIRECTOR 0.50 0.00 X 0 0 0 ROBERT EDWARDS CEO 40.00 0.30 X 158459 0 9409 DONALD PRIEBE CEO - PART YEAR 40.00 0.30 X 67597 0 5525 THERESA BLUHM DIRECTOR OF FINANCE & PROPERTY 40.00 0.10 X 104838 0 15570 RICHARD GETONTO NURSE 40.00 0.00 X 183865 0 9585 CONCEPHTOR NYAKEYO NURSE 40.00 0.00 X 183018 0 10847 WYCKLIF OGOTI PROGRAM MANAGER/RNCM- NURSE 40.00 0.00 X 185610 0 11135 TEAH GELEPLAY NURSE 40.00 0.00 X 171757 0 13310 VINCENT MAGETO NURSE 40.00 0.00 X 165445 0 506 1220589 0 75887 24 0 1 0 0 79129 123806 42736 202935 PROGRAM SERVICE FEES 623000 20220551 20220551 20220551 48342 48342 336769 276004 60765 60765 60765 20532593 20220551 0 109107 361398 361398 14335289 12614484 1597022 123783 347746 247844 92175 7727 640904 469746 156514 14644 1181562 982103 190277 9182 31644 31644 66604 66604 265088 80087 184741 260 59842 53838 6004 912234 576986 332971 2277 134421 134421 30575 11085 18576 914 261765 251348 10030 387 608739 481786 50374 76579 CONSUMABLES 456066 441689 14377 MISCELLANEOUS EXPENSES 364271 89631 338606 -63966 PROGRAM CONTRACTS 39231 31737 7494 20097379 16466785 3458807 171787 29284 6154 713171 886578 1032824 1351198 160336 155101 15521078 7357471 8518589 8163607 922598 1024653 404732 617362 11781534 12204653 1494856 1574938 5037573 4667215 131815 389827 6664244 6631980 X 3791154 5323076 1326136 249597 5117290 5572673 11781534 12204653 435214 20169 0 X 0 1 X 1 0 X 585842 3237431 1122877 250283 202935 5399368 16853645 17498215 19914429 18715870 20220551 93202710 17439487 20735646 21037306 18966153 20423486 98602078 73120 275000 5180 1020 58666 412986 0 73120 275000 5180 1020 58666 412986 98189092 28967 42796 34928 40459 48342 195492 28967 42796 34928 40459 48342 195492 17468454 20778442 21072234 19006612 20471828 98797570 0.99380 0.99430 0.00200 0.00190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1791946 1791946 10976527 6802973 4173554 2752605 554498 2198107 8163607 RESIDENT TRUST FUNDS 154973 SECURITY DEPOSIT 9497 LEASED ASSET, NET OF AMORTIZATION 256905 PROPERTY HELD FOR SALE 195987 617362 ASSET RETIREMENT OBLIGATION 10630 SPECIAL ASSESSMENTS PAYABLE 1932 LEASED LIABILITY 222145 RESIDENT TRUST FUND PAYABLE 155120 389827 X PART IV, LINE 2B: HOMEWARD BOUND, INC. IS THE TRUSTEE OF VARIOUS RESIDENTS' FUNDS AND HAS A FIDUCIARY RESPONSIBILITY FOR THE ADMINISTRATION AND DISTRIBUTION OF THESE FUNDS FOR THE RESIDENTS AND THEIR GUARDIANS. THESE FUNDS ARE ON DEPOSIT IN SEPARATE BANK ACCOUNTS AND AMOUNTED TO $155,120 AND $91,815 AT DECEMBER 31, 2024 AND 2023, RESPECTIVELY. PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND MINNESOTA CORPORATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE FEDERAL INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. X X X 0 0 0 0 0 0 0 0 0 WYCKLIF OGOTI PROGRAM MANAGER/RNCM- NURSE 185610 0 0 0 0 0 7363 0 3772 0 196745 0 0 0 CONCEPHTOR NYAKEYO NURSE 183018 0 0 0 0 0 6429 0 4418 0 193865 0 0 0 RICHARD GETONTO NURSE 183865 0 0 0 0 0 5212 0 4373 0 193450 0 0 0 TEAH GELEPLAY NURSE 171757 0 0 0 0 0 6845 0 6465 0 185067 0 0 0 ROBERT EDWARDS CEO 158459 0 0 0 0 0 0 0 9409 0 167868 0 0 0 VINCENT MAGETO NURSE 165445 0 0 0 0 0 0 0 506 0 165951 0 0 0 X 16356 FAIR MARKET VALUE X MEDICAL SUPPLIES 4 26380 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A 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. 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. CEO IS RESPONSIBLE FOR SETTING WAGES FOR KEY EMPLOYEES WITH APPROVAL FROM THE BOARD OF DIRECTORS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. 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. HOMEWARD BOUND FOUNDATION 12805 HIGHWAY 55 SUITE 400 PLYMOUTH MN 55441 411773223 MANAGE FUNDRAISING ACTIVITIES FOR HOMEWARD BOUND, INC. MN 501(C)(3) LINE 12A, I HOMEWARD BOUND INC 1 0 0 1 0 1 0 0 0 0 0 0 1 1 1 1 0 1 0 0