2025-04-01T12:35:03-04:00 2024-12-31 391658423 KERBERROSE SC 4211 N LIGHTNING DR APPLETON WI 54913 990 2024-01-01 391624803 VALLEY VNA HEALTH SYSTEMS INC MCAULIFFE VALL 9207275555 1535 LYON DRIVE NEENAH WI 54956 BECKY REICHELT PRESIDENT/CEO 9207275555 2025-03-28 true true LAURA STINSKI CPA P02069209 9209930105 2025-04-01 2024 2025-03-06 01:10:19Z BECKY REICHELT 1535 LYON DRIVE NEENAH WI 54956 11628714 false X WWW.VALLEYVNA.ORG X 1988 WI PROVIDING QUALITY CHOICES FOR SENIOR LIVING 9 8 222 175 12862 3543610 2125373 5498183 6754145 -249844 349040 26568 30077 8818517 9258635 0 0 4588556 5243081 0 30654 2169023 2819730 6757579 8062811 2060938 1195824 15019395 16315441 1163762 1223553 13855633 15091888 X PROVIDING QUALITY CHOICES FOR SENIOR LIVING false false 4839100 4872656 PROVIDING 79 RESIDENTS WITH PERSONAL CARE, ROOM AND BOARD, AND SOCIAL ACTIVITIES. 922788 1262398 PERFORMED 36611 HOURS OF PERSONAL CARE SERVICES. THESE SERVICES INCLUDED BATHING, DRESSING, EXERCISING, TOILETING ASSISTANCE, NAIL CARE AND HAIR CARE. 55498 74937 HOMEMAKER/COMPANION PROGRAMS PERFORMED 118 HOURS OF SERVICE. THESE SERVICES INCLUDE HOUSEKEEPING, MEAL PREPARATION, MEDICATION REMINDERS, GROCERY SHOPPING, AND PERFORMING OTHER ERRANDS. PERFORMED 1930 HOURS OF HOMEMAID SERVICE. 190821 544153 HEALTH AND WELLNESS PROGRAMS INCLUDE FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. WE PROVIDED 6563 MEALS, 1143 HOURS OF FOOT CARE SERVICES, AND 638 HOURS OF NURSING VISITS. 190821 544153 6008207 true true false false false false false false false false true false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 13 0 true 222 true true true false false false false false false false false false false false X 9 8 false false false false false false false true true false false false true true true true true true false false WI X VICKI MCAULIFFE 9207275555 1535 LYON DRIVE NEENAH WI 54956 THERESA PICHELMEYER PRESIDENT/CE 40.00 X 109465 0 10662 VICKI MCAULIFFE CFO 40.00 X 80430 0 10764 BECKY REICHELT PRESIDENT/CE 40.00 X 28961 0 0 DENISE BURKETT VICE CHAIR 1.00 X X 0 0 0 STEVE KNAUS MD DIRECTOR 1.00 X 0 0 0 JOE MCGRANE TREASURER/SE 1.00 X X 0 0 0 PAULA MCNIEL DIRECTOR 1.00 X 0 0 0 FRITZ MERIZON DIRECTOR 1.00 X 0 0 0 MIKE ROHRKASTE DIRECTOR 1.00 X 0 0 0 PAUL SCHULTZ DIRECTOR 1.00 X 0 0 0 PAUL VERBETEN CHAIR 1.00 X X 0 0 0 218856 21426 1 true false false COMMUNITY LIVING SOLUTIONS LLC 2801 E ENTERPRISE AVE SUITE 202 APPLETON WI 54913 CONSTRUCTION 564980 KELSTAR LLC N8874 CHURCH ST PO BOX 155 FOREST JUNCTION WI 54123 MEDICAL STAFF 327735 FUSION MEDICAL STAFFING LLC 11808 GRANT ST STE 100 OMAHA NE 68164 MEDICAL STAFF 193089 3 11854 291731 1821788 2125373 VNA ASSISTED LIVING 623000 4872656 4872656 PERSONAL CARE SERVICES 621610 1262398 1262398 OCCUPANCY AND NUTRITION 623990 284119 284119 OTHER CLIENT SERVICES 623000 257380 257380 MANAGEMENT FEES 624100 64730 64730 12862 12862 6754145 70116 70116 2649003 2370079 278924 278924 278924 11854 MISCELLANEOUS 30077 30077 30077 9258635 7050284 12862 70116 X 120155 93309 26846 120127 93291 26836 4162291 3244810 917481 840508 626865 213628 15 3021 3021 15750 15750 1154636 1036881 94102 23653 51981 50136 1845 58488 7834 47403 3251 85953 28071 56158 1724 279060 166501 112559 4512 4410 102 595260 492498 102762 96063 64335 31728 DIETARY SUPPLIES AND SERV 280416 1435 278981 HOUSEKEEPING AND LAUNDRY 99395 99395 MISCELLANEOUS 33958 575 33372 11 MEDICAL SUPPLIES 22233 21006 1227 39004 26991 11858 155 8062811 6008207 2023950 30654 635506 705482 327229 249471 167072 12128 693703 568789 53222 31642 117680 72246 16611651 4651961 8691105 11959690 2964211 2715993 1369667 15019395 16315441 880277 673124 33485 50429 250000 500000 1163762 1223553 X 12709199 14964658 1146434 127230 13855633 15091888 15019395 16315441 1195824 40431 X false true X true false X 2171909 1571365 1589919 3543610 2125373 11002176 6622768 4638389 4876449 5496217 6771360 28405183 8794677 6209754 6466368 9039827 8896733 39407359 153354 677132 416886 1247372 153354 677132 416886 1247372 38159987 112323 245832 123521 77841 70116 629633 112323 245832 123521 77841 70116 629633 24445 5270 30077 59792 8931445 6455586 6595159 9117668 8996926 40096784 0.95170 0.92770 0.02000 0.02000 X PART III, LINE 12 MISCELLANEOUS REVENUE 59,792 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 450429 450429 14411564 3280105 11131459 535974 351548 184426 1088303 894927 193376 125381 125381 11959690 X SCHEDULE D, PAGE 3, PART X VALLEY VNA HEALTH SYSTEMS, INC. AND AFFILIATE ARE ORGANIZED AS WISCONSIN NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C) (3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER IRC SECTIONS 509 (A)(1) AND (3), RESPECTIVELY. THE ORGANIZATIONS ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATIONS ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES FOR WHICH IT FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. false false false false false false false false false THERESA PICHELMEYER PRESIDENT/CEO 109465 10662 120127 FORM 990, PAGE 2, PART III, LINE 4D HEALTH AND WELLNESS PROGRAMS INCLUDE FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. WE PROVIDED 6563 MEALS, 1143 HOURS OF FOOT CARE SERVICES, AND 638 HOURS OF NURSING VISITS. FORM 990, PAGE 6, PART VI, LINE 11B WE GET EITHER ELECTRONIC OR PAPER COPIES OF 990 TO EXECUTIVE/FINANCE COMMITTEE AS SOON AS POSSIBLE FOR REVIEW, WHICH MAY OR MAY NOT BE PRIOR TO SUBMISSION BASED ON TIMING IT IS PROVIDED TO MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 12C DIRECTORS ARE REQUIRED TO DISCLOSE TO THE BOARD ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT. WHEN THIS HAPPENS EITHER THE DIRECTOR WILL ABSTAIN FROM VOTING ON PARTICULAR ISSUES, OR THEY MAY BE ASKED TO LEAVE THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS USES A WAGE SURVEY TO HELP DETERMINE COMPENSATION FOR THE TOP OFFICERS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 0 40,674 0 PURCHASED SERVICES AND COSTS 0 53,428 0 PROFESSIONAL FEES 0 0 23,653 PROFESSIONAL FEES 60,546 0 0 PURCHASED SERVICES AND COSTS 976,335 0 0 TOTAL 1,036,881 94,102 23,653 VNA APARTMENTS INC VNA APARTMENTS INC 1535 LYON DRIVE 1535 LYON DRIVE NEENAH WI 54956 391849352 ELDER CARE WI 501 C3 10 N/A false false false false true false false false false false false false false false false false false true false false VNA APARTMENTS INC D 405346 FMV VNA APARTMENTS INC Q 698336 FMV