2024-08-08T16:07:42-05:00 2023-09-30 273858252 DEAN DORTON ALLEN FORD PLLC 810 WRIGHTS SUMMIT PARKWAY SUITE 300 FORT WRIGHT KY 41011 990 2022-10-01 351174866 VISITING NURSE ASSOCIATION OF PORTER COUNTY INDIANA INC VISI 2194625195 501 MARQUETTE STREET VALPARAISO IN 46383 ROBERT FRANKO PRESIDENT & CEO 2194625195 2024-08-03 1 0 BRYAN PAUTSCH P00034913 8593313300 2024-08-03 2022 2024-08-08 14:25:15Z ROBERT FRANKO 501 MARQUETTE STREET VALPARAISO IN 46383 8429769 0 X VNANWI.ORG X 1970 IN THE ORGANIZATION'S MISSION IS TO PROVIDE COMPASSIONATE HOSPICE CARE IN AN INNOVATIVE AND PERSONALIZED MANNER TO THOSE IN NEED, WITHIN THE RESOURCES AVAILABLE, ENABLING THEM TO PRESERVE THEIR DIGNITY AND MAINTAIN THEIR HIGHEST LEVEL OF INDEPENDENCE. THE ORGANIZATION SERVES PATIENTS IN PORTER COUNTY AS WELL AS PORTIONS OF LAKE, JASPER, STARKE, AND LAPORTE COUNTIES. 13 13 116 318 0 0 1606535 2202123 6706609 6225594 66 202 1082 1850 8314292 8429769 0 0 0 0 5324614 5063604 0 0 58531 3139720 3276609 8464334 8340213 -150042 89556 9969424 8701998 2523795 2263741 7445629 6438257 X THE ORGANIZATION'S MISSION IS TO PROVIDE COMPASSIONATE HOSPICE CARE IN AN INNOVATIVE AND PERSONALIZED MANNER TO THOSE IN NEED, WITHIN THE RESOURCES AVAILABLE, ENABLING THEM TO PRESERVE THEIR DIGNITY AND MAINTAIN THEIR HIGHEST LEVEL OF INDEPENDENCE. THE ORGANIZATION SERVES PATIENTS IN PORTER COUNTY AS WELL AS PORTIONS OF LAKE, JASPER, STARKE, AND LAPORTE COUNTIES. 0 0 4502266 5704414 THE VNA HOSPICE PROGRAM BRINGS COMFORT TO PERSONS LIVING WITH A TERMINAL ILLNESS AND PROVIDES SUPPORT TO THEM AS WELL AS TO THEIR FAMILIES. PATIENTS ARE ABLE TO LIVE THEIR FINAL DAYS WITH PEACE AND DIGNITY THROUGH EFFECTIVE PAIN MANAGEMENT AND SYMPTOM CONTROL IN ADDITION TO PSYCHOSOCIAL, EMOTIONAL, AND SPIRITUAL SUPPORT. VNA'S HOSPICE CARE IS PROVIDED BY AN INTERDISCIPLINARY TEAM OF CAREGIVERS, INCLUDING THE PATIENT'S PHYSICIAN, REGISTERED NURSES, SOCIAL WORKERS, VOLUNTEERS, CLERGY, OCCUPATIONAL AND PHYSICAL THERAPISTS, CHAPLAINS, AIDES AND DIETICIANS IN THE PATIENT'S HOME, NURSING HOME, ASSISTED LIVING FACILITY OR AT THE VNA ARTHUR B. AND ETHEL V. HORTON HOSPICE CENTER. FOR THE YEAR ENDED SEPTEMBER 30, 2023, HOSPICE SERVICES WERE PROVIDED TO 780 PATIENTS COMPRISING OVER 29,873 DAYS OF SERVICE. 886827 506798 THE VNA OF NORTHWEST INDIANA PROVIDES SERVICES TO ASSIST THE ILL, ELDERLY AND DISABLED IN REMAINING SAFE AND INDEPENDENT AT HOME. THIS ASSISTIVE CARE INCLUDES MEALS ON WHEELS FOR ELDERLY AND DISABLED RESIDENTS WHO ARE UNABLE TO PREPARE NUTRITIOUS MEALS FOR THEMSELVES AND THE LIFELINE PERSONAL EMERGENCY RESPONSE SYSTEM. VNA ALSO OFFERS A MEDICAL ALERT SYSTEM WHICH NOTIFIES THE CLIENTS CAREGIVERS OF ANY FALLS. THESE SERVICES ENABLE PATIENTS TO REMAIN IN THEIR HOMES IN A SAFE ENVIRONMENT. VNA ALSO HAS A BEREAVEMENT GREIF AND HEALING CENTER FOR CHILDREN AND YOUNG ADULTS IN THE COMMUNITY. FOR THIS YEAR ENDING SEPTEMBER 30, 2023, 764 INDIVIDUALS RECEIVED THESE SERVICES COMBINED. 507339 16232 THE VNA OF NORTHWEST INDIANA PROVIDES PALLIATIVE CARE SERVICES TO INDVIDUALS WHO HAVE A TERMINAL ILLNESS BUT WHO STILL WISH TO SEEK CURATIVE MEASURES. THESE ARE PATIENTS THAT MIGHT OTHERWISE ELECT HOSPICE CARE, BUT STILL ELECT TO PURSUE CURATIVE CARE MEASURES. THEY REQUIRE COMFORT CARE, CARE COORDINATION AND CONSULTATION TO ASSURE THAT THEY CAN REMAIN AS INDEPENDENT AND IN CHARGE OF THEIR CARE CHOICES FOR AS LONG AS POSSIBLE. FOR THE YEAR ENDING SEPTEMBER 30, 2023, 242 INDIVIDUALS RECEIVED THESE SERVICES. 5896432 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 27 0 116 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KEN ASHLEY 2194625195 501 MARQUETTE STREET VALPARAISO IN 46383 DAN MARCHETTI CHAIR 1.00 1.00 X X 0 0 0 LAURA FROST CO VICE CHAIR 1.00 1.00 X X 0 0 0 BRIAN BEACH CO VICE CHAIR 1.00 1.00 X X 0 0 0 SARAH DEMARIS SECRETARY 1.00 1.00 X X 0 0 0 TIM VERSCHURE TREASURER 1.00 1.00 X X 0 0 0 JONATHAN HILDEBRAND BOARD MEMBER 1.00 1.00 X 0 0 0 CHUCK HARRIS BOARD MEMBER 1.00 1.00 X 0 0 0 DIANE SPOLJORIC BOARD MEMBER 1.00 1.00 X 0 0 0 BLOSSOM MABON BOARD MEMBER 1.00 1.00 X 0 0 0 RANDALL ZROMKOSKI BOARD MEMBER 1.00 1.00 X 0 0 0 ANETRA JONES BOARD MEMBER 1.00 1.00 X 0 0 0 ANDREW MOATS BOARD MEMBER 1.00 1.00 X 0 0 0 MIRKA BEBEKOSKI BOARD MEMBER 1.00 1.00 X 0 0 0 ROBERT FRANCO PRESIDENT & CEO 40.00 X 186240 0 13913 BRENDA ROGERS CLINICAL DIRECTOR 40.00 X 138504 0 8757 ZACHARY JESKO NURSE PRACTITIONER 40.00 X 113818 0 13120 MICHELLE EBERLE-PAYNE MARKETING 40.00 X 109581 0 9018 MICHELLE OLSON HR DIRECTOR 40.00 X 106196 0 7420 JAMIE LEBRUN IT DIRECTOR 40.00 X 101491 0 5031 755830 0 57259 6 0 1 0 0 16151 2034574 151398 2202123 HOSPICE SERVICES 621610 5704414 5704414 OTHER SERVICES 621990 504948 504948 PALLIATIVE CARE SERVIC 621990 16232 16232 6225594 202 202 MISC. INCOME 621990 1850 1850 1850 8429769 6227444 0 202 X 186239 137817 48422 4035848 2983629 1052219 141669 102179 39490 382615 275963 106652 317233 228806 88427 649 391 239 19 37888 22854 13942 1092 899574 542625 331024 25925 147354 121994 25360 137950 76112 54167 7671 134805 99807 24234 10764 283100 246905 35398 797 105239 105239 256601 209716 46234 651 62603 13050 42197 7356 MEDICAL SUPPLIES / EQUI 669476 669476 EQUIPMENT COSTS 164812 164812 TELEPHONE / COMMUNICATI 150326 75475 70595 4256 BAD DEBT 117967 117967 108265 89633 18632 8340213 5896432 2385250 58531 161146 167264 1024339 722244 93680 95053 5182756 3317897 1798297 1864859 6891962 5852578 9969424 8701998 928741 798020 1595054 1465721 2523795 2263741 X 1081679 1036170 6363950 5402087 7445629 6438257 9969424 8701998 X 89556 -1096928 X X 0 1 X 1 0 X 104699 1182034 451461 1606535 2202123 5546852 6760613 7072042 7071271 6706609 6225594 33836129 6865312 8254076 7522732 8313144 8427717 39382981 0 0 0 39382981 103 2238 186 66 202 2795 103 2238 186 66 202 2795 4051 6073 3032 1082 1850 16088 6869466 8262387 7525950 8314292 8429769 39401864 0.99950 0.99880 0.00010 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 4,051. 2019 AMOUNT: $ 6,073. 2020 AMOUNT: $ 3,032. 2021 AMOUNT: $ 1,082. 2022 AMOUNT: $ 1,850. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 412656 412656 3764936 2492590 1272346 1005164 825307 179857 1864859 DUE FROM VNAF 3653 INTEREST IN NET ASSETS OF VNA FOUNDATION 5649606 CONTRIBUTION RECEIVABLE - CRT 117598 ROU ASSETS 81721 5852578 X PART X, LINE 2: THE ORGANIZATION HAS ADOPTED THE PROVISIONS OF THE ACCOUNTING PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANZATION RECOGNIZED NO INTEREST OR PENALTIES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2023 OR 2022. IF THE SITUATION AROSE IN WHICH THE ORGANIZATION WOULD HAVE INTEREST TO RECOGNIZE, IT WOULD RECOGNIZE THIS AS INTEREST EXPENSE AND PENALTIES WOULD BE RECOGNIZED IN OTHER EXPENSES. CURRENTLY, THE PRIOR THREE YEARS ARE OPEN UNDER FEDERAL AND STATE STATUTES OF LIMITATIONS AND REMAIN SUBJECT TO REVIEW AND CHANGE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT, NOR HAS THE ORGANIZATION BEEN CONTACTED BY THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEAR ENDED SEPTEMBER 30, 2023 OR 2022. X X X 0 0 0 0 0 0 0 0 0 ROBERT FRANCO PRESIDENT & CEO 178402 0 7838 0 0 0 9277 0 4636 0 200153 0 0 0 PART I LINE 6 VOLUNTEERS PROVIDE ASSISTANCE IN ORGANIZATIONAL MATTERS, PERSONAL CARE SERVICES TO HOSPICE PATIENTS AND THEIR FAMILIES, AND DELIVERY SERVICES FOR THE MEALS ON WHEELS PROGRAM. VOLUNTEERS PROVIDED 3,862 HOURS OF SERVICE IN THE YEAR ENDED SEPTEMBER 30, 2023. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S ARTICLES OF INCORPORATION IDENTIFY VOTING AND NON-VOTING MEMBERS. ELIGIBLE VOTING MEMBERS CONSIST OF CURRENT AND FORMER MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION AS WELL AS VISITING NURSE ASSOCIATION FOUNDATION, INC. AND HHS OF PORTER COUNTY, INDIANA, INC. BOTH OF WHICH ARE NOT-FOR-PROFIT CHARITABLE ORGANIZATIONS. THE VOTING MEMBERS ARE THOSE ELIGIBLE PERSONS WHO INDICATE IN WRITING THEIR WILLINGNESS TO SERVE AS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS OF THE ORGANIZATION ARE EMPOWERED TO ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS IS AUTHORIZED TO EXERCISE ALL POWERS OF THE ORGANIZTION WITHOUT AUTHORIZATION OR APPROVAL OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT ALL BOARD MEETINGS, CONFLICTS ARE DOCUMENTED AND THE INTERESTED PARTIES ARE REQUESTED TO RECUSE THEMSELVES FROM VOTING ON THE MATTER AT HAND. FORM 990, PART VI, SECTION B, LINE 15 LINE 15 A THE BOARD OF DIRETORS USES INDEPENDENT AND EXTERNAL RESOURCES FOR THE ESTABLISHMENT OF COMPENSATION FOR OFFICERS. RESOURCES USED IN THE COMPENSATION CALCULATION INCLUDE COMPARABILITY DATA, MARKET COMPARISON, AND COMPENSATION SURVEYS. THE COMPENSATION APPROACH, PROCESS, AND DATA ARE DISCUSSED IN BOARD MEETINGS AND THE REVIEW AND APPROVALS ARE DOCUMENTED. LINE 15B ANNUALLY, THE DIRECTOR OF HUMAN RESOURCES REVIEWS ALL SALARY LEVELS AND COMPARES THEM TO SURVEYS CONDUCTED BY HOSPITAL & HEALTHCARE COMPENSATION SURVEYS AND MARKET COMPARISONS. SALARIES ARE INCLUDED IN THE ANNUAL OPERATING BUDGET, WHICH IS REVIEWED BY THE FINANCE COMMITTEE, AND SUBSEQUENTLY APPROVED BY THE BOARD OF DIRECTORS AS PART OF THE OVERALL BUDGET APPROVAL PROCESS. KEY EMPLOYEE SALARIES REQUESTED OUTSIDE THE RANGE DEVELOPED FROM THE SURVEYS AND MARKET COMPARISONS ARE REVIEWED, DISCUSSED, AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON THE WRITTEN REQUEST OR IN PERSON AT THE ORGANIZATION'S OFFICE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 542,625. MANAGEMENT AND GENERAL EXPENSES 331,024. FUNDRAISING EXPENSES 25,925. TOTAL EXPENSES 899,574. FORM 990, PART XI, LINE 9: CHANGE IN NET INTEREST IN VNA FOUNDATION -1,096,928. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. VISITING NURSE ASSOCIATION FOUNDATION INC 501 MARQUETTE STREET VALPARAISO IN 46383 351655711 FUNDRAISING IN 501(C)(3) LINE 12B, II VISITING NURSE ASSOCIATION OF PORTER COUNTY 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 VISITING NURSE ASSOCIATION FOUNDATION INC C 2094460 CASH VISITING NURSE ASSOCIATION FOUNDATION INC M 161740 CASH