2024-08-15T09:12:52-05:00 2023-09-30 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2022-10-01 592664912 Visiting Nurse Association of the Treasure Coast Inc VISI 7725675551 445 24th Street 300 Vero Beach FL 32960 Daniel Bach CFO 7725675551 2024-08-07 1 1 X Melissa Magoon CPA P01712842 6036697337 2024-08-07 2022 2024-08-08 14:25:15Z X Lundy Fields 445 24th Street 300 Vero Beach FL 32960 20457388 0 X www.vnatc.com X 1986 FL To provide compassionate, innovative care of the highest quality for patients and caregivers. 23 22 675 179 0 0 193187 5330757 13741804 15126631 0 0 30000 0 13964991 20457388 0 0 0 0 10173077 10718105 0 0 0 4321546 5005971 14494623 15724076 -529632 4733312 4561060 13145631 1150033 5125387 3411027 8020244 To provide compassionate, innovative care of the highest quality, setting the standard for patients and caregivers needing home health, hospice, and community health services. 0 0 1823183 11431113 Provides managerial and administrative services to its three controlled tax exempt organizations and the Visiting Nurse Association & Hospice Foundation, Inc which includes human resources, benefit administration, finance, intake, medical records, quality control, sales and facilities maintenance. 2574193 3259224 Provide home health care services to private pay patients needing assistance. Service is provided through home health aides, companions and nurse case managers. During the year ended September 30, 2023, unpaid volunteers contributed more than 12,000 hours of their time in direct support of the organization. Volunteers assisted in various program areas. Based upon the hourly volunteer rate of approximately $31.80/hr. In 2023 for the state of Florida per the Bureau of Labor Statistics, the dollar value of those volunteer hours was approximately $390,700. A total of 21,995 hours of volunteer services valued at $699,400 were provided in total to the agency and its related parties. No amounts have been reflected in this return for those donated services. 219806 436294 Provide community clinics for residents to receive annual flu and pneumonia shots, community wellness clinics providing blood pressure/blood sugar monitoring mobile health clinic, health care on wheels, providing non-urgent sick visits as well as school and work physicals in multiple locations throughout Indian River County. 4617182 1 1 0 1 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 0 0 0 0 0 1 1 0 0 0 1 48 0 1 675 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 FL X Lundy Fields 7729785550 445 24th Street Suite 300 Vero Beach FL 32960 William Stengel Chairman 5.00 17.00 X X 0 0 0 Sue Tompkins Vice Chairman 5.00 5.00 X X 0 0 0 Karen Schievelbein Treasurer 5.00 5.00 X X 0 0 0 Jack Weisbaum Assistant Treasurer 2.00 2.00 X X 0 0 0 Angelia Perry Secretary 1.00 2.00 X X 0 0 0 Kathy Hendrix Assistant Secretary 1.00 1.00 X X 0 0 0 David Becker MD Director 1.00 1.00 X 0 0 0 Kimberle Beckett Director 1.00 2.00 X 0 0 0 Robin Blanton Director 1.00 0.00 X 0 0 0 Hon Cynthia Cox Director 1.00 0.00 X 0 0 0 Deborah Crum Director 1.00 0.00 X 0 0 0 Ford Fegert Director 1.00 4.00 X 0 0 0 Debra Fromang Director 1.00 0.00 X 0 0 0 Elaine Hameister Director 1.00 1.00 X 0 0 0 Carol Kanarek Director 1.00 5.00 X 0 0 0 Susan Marzano Director 1.00 5.00 X 0 0 0 Ann Marie McCrystal Director 1.00 3.00 X 0 0 0 Donald E Nickelson Director 1.00 6.00 X 0 0 0 Janis L Nordstrom Director 1.00 1.00 X 0 0 0 Fran Pieck Director 1.00 0.00 X 0 0 0 Susan P Rodgers Director 1.00 1.00 X 0 0 0 William Stewart Director 1.00 1.00 X 0 0 0 Lundy Fields President/CEO 10.00 50.00 X X 304309 0 29097 Daniel Bach CFO 10.00 50.00 X 196062 0 26936 Edward Lowe Past VP of Clinical Operations 40.00 0.00 X 176481 0 4556 Kathleen Orton Chief Patient Experience Officer 40.00 0.00 X 164860 0 25269 Bret Sundblad Past VP Non Clinical Operations 40.00 0.00 X 153778 0 24031 Jamie Blackburn RN 40.00 0.00 X 146374 0 31474 Margaret Olson PT 40.00 0.00 X 117957 0 14771 1259821 0 156134 25 0 1 0 Avacare Inc 7355 W Friendly Ave Suite E Greensboro NC 27410 Pharmacy 595973 Michael Venazio MD 1627 US Hwy 1 Ste 201 Sebastian FL 32958 Medical Director 529492 Daymark LLC The Corridor Group 9393 W 110th Street Suite 10 Overland Park KS 66210 Medical Records Coding/Review 299346 Core Medical Group PO Box 306478 Nashville TN 37230 Contract Staffing 218223 4 186279 5032113 112365 5330757 Management Fees 621610 11422044 11422044 Patient Service Revenue 621610 3695518 3695518 Other Non-Operating Revenue 621610 8877 8877 Record Fees 621610 192 192 15126631 20457388 15126631 0 0 556404 556404 8513365 2617094 5896271 98869 30643 68226 847110 260241 586869 702357 203894 498463 71161 71161 76008 76008 256863 74567 182296 252993 252993 244664 183672 60992 385355 111869 273486 68320 19833 48487 136048 39495 96553 78340 78340 288568 83771 204797 269435 78217 191218 Home Office Allocation 1068158 310086 758072 Equipment Rental/Repair 922879 267912 654967 Other Expenses 814026 236312 577714 Program Supplies 73153 21236 51917 15724076 4617182 11106894 0 X 166838 5032113 291546 276824 190680 206110 2586140 2355236 278568 230904 840000 2132097 2793428 5267583 4561060 13145631 969981 878053 180052 4247334 1150033 5125387 X 3411027 8020244 3411027 8020244 4561060 13145631 X 4733312 -124095 X 0 1 X 1 0 X X 4 VNA Hospice of Indian River County Inc 592402136 10 1 0 0 Visiting Nurse Association of Indian River County Inc 591645497 10 1 0 0 VNA Space Coast Inc 654002301 10 1 0 0 Space Coast Private Care Inc 843225326 10 0 0 0 4 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X X 1 1 1 1 Part IV, Section E, Line 3a: Visiting Nurse Association of the Treasure Coast, Inc. is the sole member of each of the Supported Organizations, Visiting Nurse Association of Indian River County, Inc., VNA Hospice of Indian River County, Inc., VNA Space Coast Inc., and Space Coast Private Care, Inc. Visiting Nurse Association of the Treasure Coast, Inc. shall elect the respective Board of Directors of each of the Supported Organizations upon the non-binding recommendation of any nominating committee of the applicable Support Organization. Part IV, Section E, Line 2a: Visiting Nurse Association of the Treasure Coast, Inc. engages in activities for or on behalf of the following related organizations (VNA Affiliates), Visiting Nurse Association of Indian River County, Inc., VNA Hospice of Indian River County, Inc., VNA Space Coast Inc., and Space Coast Private Care, Inc. and such activities perform the functions of or carry on the purposes of each VNA Affiliate. Visiting Nurse Association of the Treasure Coast, Inc. provides all managerial and executive services to each VNA Affiliate, which include, but are not limited to, oversight of VNA Affiliate management, payroll, accounts payable, accounts receivable, IT, Human Resources, and financing. Part IV, Section E, Line 2b: Visiting Nurse Association of the Treasure Coast, Inc. provides all managerial and executive services to each VNA Affiliate, which include, but are not limited to, oversight of VNA Affiliate management, payroll, accounts payable, accounts receivable, IT, Human Resources, and financing. If the Visiting Nurse Association of the Treasure Coast, Inc. did not provide these services to the VNA Affiliates, those entities would undertake those activities on their own behalf. Part IV, Section E, Line 3b: The Articles of Incorporation of each of the VNA Affiliates (Visiting Nurse Association of Indian River County, Inc., VNA Hospice of Indian River County, Inc., VNA Space Coast Inc., and Space Coast Private Care, Inc.) provide that Visiting Nurse Association of the Treasure Coast, Inc. is the sole member of each entity and that the directors of such entities shall be elected by the Organization. There is a close and continuous working relationship between the Visiting Nurse Association of the Treasure Coast, Inc. and VNA Affiliates because (1) the Chairman of the Board of Directors of the Visiting Nurse Association of the Treasure Coast, Inc. attends the Board of Directors' meetings of each VNA Affiliate and gives status reports on actions of the Vistiing Nurse Association of the Treasure Coast, Inc.; (2) the Visiting Nurse Association of the Treasure Coast, Inc. is attentive to the management and financial needs of each VNA Affiliate; (3) each VNA Affiliate works its own section of the home heallth care delivery system; and (4) their efforts are coordinated through managerial teams headed by the CEO of the Visiting Nurse Association of the Treasure Coast, Inc. and the VNA Affiliates. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1783 1783 0 Part II-B, Line 1: Lobbying activities - the organization paid membership dues to NHPCO that engages in lobbying activities. 546565 456746 89819 1749735 1725240 24495 289840 173250 116590 230904 Deposits 104417 Due From Affiliates 5163166 5267583 Lease Payable 4247334 4247334 X Part X, Line 2: The Association consists of public charities under Section 501(c)(3) of the Internal Revenue Code. As public charities, the Association is exempt from state and federal income taxes on income earned in accordance with its tax-exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax positions and concluded that the Association has no unrelated business income or uncertain tax positions that require adjustment to the financial statements. 1 X X X X X X 1 0 0 0 0 0 0 1 0 Lundy Fields President/CEO 225904 0 51500 0 26905 0 3722 0 25375 0 333406 0 0 0 Daniel Bach CFO 195304 0 500 0 258 0 2964 0 23972 0 222998 0 0 0 Kathleen Orton Chief Patient Experience Officer 163498 0 600 0 762 0 1494 0 23775 0 190129 0 0 0 Edward Lowe Past VP of Clinical Operations 175585 0 500 0 396 0 649 0 3907 0 181037 0 0 0 Jamie Blackburn RN 145575 0 550 0 249 0 2346 0 29128 0 177848 0 0 0 Bret Sundblad Past VP Non Clinical Operations 153090 0 550 0 138 0 2186 0 21845 0 177809 0 0 0 Part I, Line 1a Monthly car allowance of $500/month to Lundy Fields, President/CEO. Part I, Line 3 The President/CEO has an employment agreemement which is approved by the Executive Committee of the Board of Directors. Part I, Line 4a Edward Lowe, VP of Clinical Operations- received a Severance payment of $53,846. Part I, Line 7 Lundy Fields, President/CEO, Daniel Bach, CFO, Kathleen Orton, Chief Patient Experience Officer, Edward Lowe, Past VP Clinical Operations, Jamie Blackburn, RN, Bret Sundblad, Past VP Non Clinical Operations, and Margaret Olson, PT, received a bonus during the calendar year 2022 based on performance and approved by the Board of Directors. Form 990, Part VI, Section B, line 11b The 990 is presented to the Finance Committee of the Board of Directors for review, input and approval. A complete copy of the final return with all schedules and attachments is provided to all members of the Board of Directors for approval prior to filing. Form 990, Part VI, Section B, line 12c Conflict of interest policy is reviewed and signed each year by Board members. Form 990, Part VI, Section B, line 15a The Executive Committee of the Board of Directors makes recommendations to the Board of Directors for approval of the salary of the CEO and provides input into the compensation of other top management officials using various sources including independent compensation consultants, salary surveys, the 990s of other organizations, and periodic compensation studies. Salaries are set based on job requirements, education, area, and agency budget. The use of written employment contracts is used for the President/CEO and other positions where deemed appropriate. Form 990, Part VI, Section C, line 19 The organization's audited financial statements are available upon request to the public. Form 990, Part X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Visiting Nurse Association of the Treasure Coast, Inc. 445 24th Street, Suite 300 Vero Beach, FL 32960 EIN: 59-2664912 Section 1.263(a)-3(n) Election: Visiting Nurse Association of the Treasure Coast is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Transfer to affiliate -124,095. Visiting Nurse Association of Indian River County Inc 445 24th Street Suite 300 Vero Beach FL 03260 591645497 Provider Home Health Care Services FL 501(C)(3) Line 10 Visiting Nurse Association of the Treasure Coast Inc 1 VNA Space Coast Inc 391 Commerce Parkway Rockledge FL 32955 651002301 Provider Home Health Care Services FL 501(C)(3) Line 10 Visiting Nurse Association of the Treasure Coast Inc 1 Visiting Nurse Association & Hospice Foundation Inc 445 24th Street Suite 300 Vero Beach FL 03260 592804739 Fundraising for its tax exempt entites FL 501(C)(3) Line 12A, I Visiting Nurse Association of the Treasure Coast Inc 1 VNA Hospice of Indian River County Inc 445 24th Street Suite 300 Vero Beach FL 03260 592402136 Provide care to the terminally ill and their families FL 501(C)(3) Line 10 Visiting Nurse Association of the Treasure Coast Inc 1 Space Coast Private Care Inc 391 Commerce Parkway Rockledge FL 32955 843225326 Provider Home Health Care Services FL 501(C)(3) Line 10 Visiting Nurse Association of the Treasure Coast Inc 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 1 0 1 1 0 Visiting Nurse Association & Hospice Foundation Inc C 186279 FMV VNA Hospice of Indian River County Inc D 4228006 FMV Visiting Nurse Association of Indian River County Inc D 15234268 FMV VNA Space Coast Inc D 5628983 FMV Visiting Nurse Association & Hospice Foundation Inc N 1068158 FMV Space Coast Private Care Inc D 895397 FMV Visiting Nurse Association & Hospice Foundation Inc R 124095 FMV