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Page | 138 B. One-time cash donation from a business, organization, agency, community endeavor, or church intended for and used for basic needs is a lump sum resource. C. If not excluded above, cash donations based on need received by the household from one or more private nonprofit organizations will be excluded from income consideration up to but not exceeding $300 in a Federal fiscal year quarter. Federal fiscal quarters run October-December, January-March, April-June, and July-September.
D. If the cash donation does meet one of the above criteria (A-C), the income is counted as unearned income.
8307 LOANS
All loans, including loans from private individuals as well as commercial institutions and educational loans on which payment is deferred, are excluded from income. Loans, other than educational loans, are considered resources since they are available as liquid resources (that is, cash on hand or checking accounts) until the money from the loan is spent. Educational loans are excluded during the period the income is intended for (school term).
8308 REIMBURSEMENTS
Reimbursements, for past or future expenses, are excluded to the extent they do not exceed actual expenses and do not represent a gain or benefit to the household.
Reimbursements for normal living expenses of the household, such as rent or mortgage, personal clothing, or food eaten at home, are a gain or benefit and, therefore, are not excluded. To be excluded, these payments must be provided specifically for an identified expense, other than normal living expenses, and used for the purpose intended. When a reimbursement, including a flat allowance, covers multiple expenses, each expense does not have to be separately identified as long as none of the reimbursement covers normal living expenses. The amount by which a reimbursement exceeds the actual incurred expense is to be counted as income. Reimbursements should not be compared to actual expenses unless the provider of the reimbursement or the household indicates the amount is excessive. Excludable resources include, but are not limited to:
A. Reimbursements or flat allowances for job or training related expenses such as travel, per diem, uniforms, and transportation to and from the job or training site. Reimbursements which are provided over and above basic wages for these expenses are excluded. However, these expenses, if not reimbursed, are not otherwise deductible. Reimbursements for the travel expenses of migrant workers are also excluded. Workfare (community service) $25 payments and/or supportive service payments are excluded as reimbursement payments. Example: Jim received $400 in November and $300 in December from his parent to help with rent costs. The income must be counted as unearned income. Example: Household received $100 in February from an organization and another $250 in March from a different organization. The household would be entitled to an income exclusion for the $100 received in February and $200 of the $250 received in March for a total income exclusion of $300 in that quarter (January-March).