VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC (EIN 59-2804739)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-06-27
- IRS object ID
- 202201789349300800
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-27T07:18:00-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Elm Street 4th Floor | AddressLine1Txt |
| City | Manchester | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592804739 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Visting Nurse Association and Hospice | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIST | BusinessNameControlTxt |
| Phone | 7725675551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 35th Lane | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329606549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Bach | PersonNm |
| Person Title | Chief Financial Officer | PersonTitleTxt |
| Phone | 7725675551 | PhoneNum |
| Signature | 2022-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Daniel | PersonFirstNm |
| Person Last | Bach | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Magoon CPA | PreparerPersonNm |
| PTIN | P01712842 | PTIN |
| Phone | 6036697337 | PhoneNum |
| Preparation | 2022-06-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lundy Fields | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 35th Lane | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329606549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,841,615 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.vnatc.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | To provide philanthropic resources to the VNA in support of its mission to provide compassionate innovative care of the highest quality for patients and caregivers regardless of their financial status. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 91 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,655,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,199,613 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,118,155 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,618,519 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$20,061 | PYOtherRevenueAmt |
| CY Other Revenue | -$29,665 | CYOtherRevenueAmt |
| PY Total Revenue | $4,753,299 | PYTotalRevenueAmt |
| CY Total Revenue | $9,788,467 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,226,567 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,111,748 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $660,955 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,041,634 | PYOtherExpensesAmt |
| CY Other Expenses | $1,673,836 | CYOtherExpensesAmt |
| PY Total Expenses | $4,268,201 | PYTotalExpensesAmt |
| CY Total Expenses | $4,785,584 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $485,098 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,002,883 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,973,895 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,852,759 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,025,202 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $705,389 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,948,693 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,147,370 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To solicit and raise philanthropic resources in support of the VNA mission to provide compassionate and innovative care of the highest quality for patients and caregivers regardless of their financial status. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | Through a comprehensive and integrated fund development plan focused on donor-centered strategies, philanthropic resources in support of the VNA mission to provide compassionate and innovative care of the highest quality for patients and caregivers regardless of their financial status. This includes start-up capital for program initiatives and sustainability of the VNA Hospice House. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,111,748 | ExpenseAmt |
| Grant | $3,111,748 | GrantAmt |
| Desc | The majority of the expenses incurred by the foundation relate to the support given to the VNA of the Treasure Coast & its affiliates for home health, hospice & community wellness. These grants fund direct patient home health & hospice care, community wellness clinics, operational support of the VNA hospice house, program initiatives & upgraded technology to enhance efficiencies & patient care outcomes. During the tax year, unpaid volunteers contributed approximately 230 hours of their time in direct support of the Foundation. Volunteers assisted in various program areas. Based upon the hourly volunteer rate of approximately $29/hr. In 2021 for the state of Florida per the Bureau of Labor Statistics, the dollar value of those volunteer hours was approx. $6,600. A total of 14,341 hours of volunteer services valued at $409,300 were provided in total to the foundation and its related parties. No amounts have been reflected in this return for those donated services. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | The Foundation has a dedicated and robust gift planning strategy to cultivate, solicit and steward donors to include the Foundation in their estate plans which can include wills, trusts, retirement accounts, life insurance, and charitable gift annuities. Partnering with the donor's trusted financial or legal advisor is a critical component of the program and requires similar cultivation, solicitation and stewardship plans. In the most recent fiscal year, the total donor dollars received through planned gifts was $3,782,603. Upon notification of the passing of a donor who has included the VNA in their estate plans, the administration process can be lengthy with a 12-18 month timeline for receipt of gift in most cases. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,111,748 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lundy Fields | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7729785550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 35th Lane | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Kathleen Pierce | |||||||
| Chairman | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sarah Connors | |||||||
| Vice Chairman | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Emily Sherwood | |||||||
| Vice Chairman | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Carole C Finck | |||||||
| Secretary | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Stacy L Kenyon | |||||||
| Assistant Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jeffrey Phillips | |||||||
| Treasurer | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kathleen LaCroix | |||||||
| Assistant Treasurer | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kathryn Barton | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Colleen Bonner | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| William N Hudson Jr | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Carol Kanarek | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ann Marie McCrystal | |||||||
| Director | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |
| Marta Schneider | |||||||
| Director | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William Stengel | |||||||
| Director | 1.00 | 11.00 | Yes (X) | $0 | $0 | $0 | |
| William Stewart | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lundy Fields | |||||||
| President/CEO | 5.00 | 35.00 | Yes (X) | Yes (X) | $0 | $330,246 | $36,620 |
| Daniel Bach | |||||||
| Chief Financial Officer | 5.00 | 35.00 | Yes (X) | $0 | $225,742 | $9,081 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $555,988 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,701 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Visiting Nurse Association of the Treasu | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 35th Lane | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Management Services | ServicesDesc |
| Compensation | $596,762 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $467,544 | FundraisingAmt |
| All Other Contributions | $7,732,069 | AllOtherContributionsAmt |
| Noncash Contributions | $2,480,317 | NoncashContributionsAmt |
| Total Contributions | $8,199,613 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $389,434 | TotalRevenueColumnAmt |
| Exclusion | $389,434 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,252,568 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,981,972 | SecuritiesAmt |
| Other | $41,511 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,270,596 | SecuritiesAmt |
| Other | -$41,511 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,229,085 | TotalRevenueColumnAmt |
| Exclusion | $1,229,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $467,544 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,665 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,665 | TotalRevenueColumnAmt |
| Exclusion | -$29,665 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,788,467 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,588,854 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,111,748 | TotalAmt |
| Program Services | $3,111,748 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,762 | TotalAmt |
| Management And General | $277,315 | ManagementAndGeneralAmt |
| Fundraising | $319,447 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,593 | TotalAmt |
| Management And General | $104,593 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,782 | TotalAmt |
| Management And General | $159,061 | ManagementAndGeneralAmt |
| Fundraising | $50,721 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200 | TotalAmt |
| Management And General | $2,200 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,201 | TotalAmt |
| Management And General | $35,936 | ManagementAndGeneralAmt |
| Fundraising | $3,265 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,198 | TotalAmt |
| Management And General | $185,507 | ManagementAndGeneralAmt |
| Fundraising | $213,691 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422 | TotalAmt |
| Management And General | $196 | ManagementAndGeneralAmt |
| Fundraising | $226 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,760 | TotalAmt |
| Management And General | $3,141 | ManagementAndGeneralAmt |
| Fundraising | $3,619 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,999 | TotalAmt |
| Management And General | $194,999 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413 | TotalAmt |
| Fundraising | $413 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Education & Training | $70,421 | $32,725 | $37,696 |
| Other Expenses | $31,877 | $31,877 | |
| Equipment Rental/Repair | $17,208 | $17,208 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,785,584 | TotalAmt |
| Program Services | $3,111,748 | ProgramServicesAmt |
| Management And General | $1,012,881 | ManagementAndGeneralAmt |
| Fundraising | $660,955 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,683,068 | BOYAmt |
| EOY | $1,607,606 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,903,110 | BOYAmt |
| EOY | $4,608,414 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,115 | BOYAmt |
| EOY | $84,183 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,032 | BOYAmt |
| EOY | $28,399 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,869,459 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,141,349 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,335,144 | BOYAmt |
| EOY | $5,728,110 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,942,406 | BOYAmt |
| EOY | $21,568,967 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,020 | BOYAmt |
| EOY | $227,080 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,973,895 | BOYAmt |
| EOY | $33,852,759 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,745 | BOYAmt |
| EOY | $79,001 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,960,457 | BOYAmt |
| EOY | $626,388 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,025,202 | BOYAmt |
| EOY | $705,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,074,571 | BOYAmt |
| EOY | $19,503,672 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,874,122 | BOYAmt |
| EOY | $13,643,698 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,948,693 | BOYAmt |
| EOY | $33,147,370 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,973,895 | BOYAmt |
| EOY | $33,852,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,002,883 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,851,846 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $436,641 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$92,693 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Visiting Nurse Association of Indian River County Inc | ||||
| 591645497 | 10 | Yes (1) | $530,870 | $0 |
| VNA Hospice of Indian River County Inc | ||||
| 592402136 | 10 | Yes (1) | $2,305,901 | $0 |
| VNA Space Coast Inc | ||||
| 651002301 | 10 | Yes (1) | $4,380 | $0 |
| VNA of the Treasure Coast Inc | ||||
| 592664912 | 10 | Yes (1) | $222,380 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $3,063,531 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,841,593 | BeginningYearBalanceAmt |
| Contributions | $1,054,651 | ContributionsAmt |
| Investment Earnings Or Losses | $2,364,600 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $425,000 | OtherExpendituresAmt |
| Administrative Expenses | $60,975 | AdministrativeExpensesAmt |
| End Year Balance | $15,774,869 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,066,980 | BeginningYearBalanceAmt |
| Contributions | $121,847 | ContributionsAmt |
| Investment Earnings Or Losses | $1,130,729 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $425,000 | OtherExpendituresAmt |
| Administrative Expenses | $52,963 | AdministrativeExpensesAmt |
| End Year Balance | $12,841,593 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,313,031 | BeginningYearBalanceAmt |
| Contributions | $142,417 | ContributionsAmt |
| Investment Earnings Or Losses | $221,885 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $557,096 | OtherExpendituresAmt |
| Administrative Expenses | $53,257 | AdministrativeExpensesAmt |
| End Year Balance | $12,066,980 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,789,448 | BeginningYearBalanceAmt |
| Contributions | $173,610 | ContributionsAmt |
| Investment Earnings Or Losses | $820,739 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $414,752 | OtherExpendituresAmt |
| Administrative Expenses | $56,014 | AdministrativeExpensesAmt |
| End Year Balance | $12,313,031 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,705,872 | BeginningYearBalanceAmt |
| Contributions | $156,751 | ContributionsAmt |
| Investment Earnings Or Losses | $1,370,146 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $389,851 | OtherExpendituresAmt |
| Administrative Expenses | $53,470 | AdministrativeExpensesAmt |
| End Year Balance | $11,789,448 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20910 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.27310 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $129,139 | OtherCostOrOtherBasisAmt |
| Book Value | $129,139 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,198,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,180,271 | DepreciationAmt |
| Book Value | $1,017,872 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,038,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $853,590 | DepreciationAmt |
| Book Value | $4,184,705 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,503,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,107,488 | DepreciationAmt |
| Book Value | $396,394 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,728,110 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annuity Payment Liability | Desc |
| Amt | $626,388 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $626,388 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,909,333 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,851,846 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $436,641 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $29,665 | OtherRevenueAmt |
| Revenue Not Reported | $2,318,152 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,591,181 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $104,593 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $92,693 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $197,286 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,788,467 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,710,656 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $29,665 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,665 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,680,991 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $104,593 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $104,593 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,785,584 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | On July 1, 2012, the Uniform Prudent Management of Institutional Funds Act (UPMIFA) became effective in the state of Florida. The FASB released FASB Codification 958-205 which provided guidance on the classification of endowment fund net assets for the states that have enacted versions of UPMIFA, and enhances disclosures for endownment funds. Under UPMIFA all unappropriated endowment fund assets are considered restricted. The endowment funds are established for the purpose of providing income to support VNA Hospice House only. |
| Part X, Line 2: | The VNA and its controlled affiliates have been recognized by the Internal Revenue Service (IRS) as not-for-profit corporations and are exempt from federal income taxes under section 501(c)(3) of the Internal Revenue Code (IRC) and also from state income taxes under the provisions of Chapter 220.13 of the Florida Income Tax Code. The Internal Revenue Service has determined that the VNA is other than a private foundation. Management is not aware of any uncertain tax positions taken by the VNA as of September 30, 2021 and 2020. The VNA's information tax returns generally remain subject to examination by major tax jurisdictions for the last three years. |
| Part XI, Line 2d - Other Adjustments: | Fundraising Expenses 29,665. |
| Part XI, Line 4b - Other Adjustments: | Change in Charitable Gift Annuities 2,869. Change in Split Interest 89,824. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Expenses 29,665. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf-A-Thon | Event1Nm |
| Gross Receipts Event1 | $467,544 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $467,544 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $29,665 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $467,544 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $467,544 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $29,665 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,665 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,665 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| VNA Hospice of Indian River County Inc | |||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | 592402136 | 501(C)(3) | $2,305,901 | To provide financial assistance for the organization to meet its needs. |
| Visiting Nurse Assciation of Indian River County Inc | |||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | 591645497 | 501(C)(3) | $530,870 | To provide financial assistance for the organization to meet its needs. |
| Visiting Nurse Assciation of the Treasure Coast Inc | |||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | 592664912 | 501(C)(3) | $222,380 | To provide financial assistance for the organization to meet its needs. |
| VNA Space Coast Inc | |||||||
| 1110 35th Lane | Vero Beach | FM | 32960 | 651002301 | 501(C)(3) | $4,380 | To provide financial assistance for the organization to meet its needs. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lundy Fields | ||||||||||||||
| President/CEO | $0 | $304,038 | $0 | $0 | $0 | $26,208 | $0 | $16,800 | $0 | $19,820 | $0 | $366,866 | $0 | $0 |
| Daniel Bach | ||||||||||||||
| Chief Financial Officer | $0 | $225,484 | $0 | $0 | $0 | $258 | $0 | $0 | $0 | $9,081 | $0 | $234,823 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $230,317 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Land Lease Contrivutiom | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,250,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | Gift Acceptance Committee (GAC) is charged with reviewing all gifts of non-cash and non-publicly-traded securities made to the Foundation, properly screening and accepting or declining these gifts, and making recommendations to the Board on gift acceptance issues where appropriate. GAC consists of Treasurer of Foundation Board, 2 other members of the Foundation Board appointed by the Board Chairman, one of whom shall be the Committee Chairman, 1 member of the VNA Treasure Coast Board appointed by its Board Chairman, such other members as appointed by the Foundation Board Chair, Ex-Officio members shall include the VNA Treasure Coast CEO and Vice President of Foundation. A quorum of 51% shall be required. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, LINE 1 Continued: | Thanks to the generous donors who believe in building a healthier community for all through their gifts to the VNA and Hospice Foundation, the VNA of the Treasure Coast and VNA Hospice of Indian River County are able to care for everyone in need regardless of their financial resources. The Foundation partners with VNA to support programs and services that otherwise would not be funded through insurance, Medicare or Medicaid. Examples include charitable home health and hospice, Hospice House support, bereavement, support and therapy services, technology professional development, training and certification for clinicians, community wellness programs, special patient needs. On average each year, more than $3 million is required to care for local residents who are sick, recovering from surgery, facing a life limiting illness or having a chronic health condition such as heart disease or diabetes. The VNA and Hospice Foundation works with charitably-inclined individuals, families, foundations and businesses to understand and align their passions with the organization's most pressing needs. Funds are raised through mailings, strategic conversations with donors, an annual special event, memorial contributions, grants, bequests and estates. |
| Form 990, Part VI, Section A, line 6 | The sole member of the organization is the Visiting Nurse Association of the Treasure Coast, Inc. |
| Form 990, Part VI, Section A, line 7a | The board of the corporation shall consist of directors who shall be elected by the sole member at its annual meeting. |
| 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 | Senior leadership and board members re-sign the conflict of interest statement each year and are required to disclose any potential conflicts. All associates are provided access to the conflict of interest policy. |
| Form 990, Part VI, Section B, line 15 | The Compensation 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 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 the 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: Vising Nurse Association and Hospice Foundation, Inc. 1110 35th Lane Vero Beach, FL 32960-6549 EIN: 59-2804739 Section 1.263(a)-3(n) Election: VNA and Hospice Foundation is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). |
| Form 990, Part X, Line 10: Net Assets: | Included in the $25,948,693 of net assets are $14,874,122 of restricted net assets. Restricted net assets consist primarily of Endowment and specific purpose funds for the Hospice House in the amount of $12,432,461. Remaining restricted net assets are held for specific purposes for Home Health, Hospice community programs, Community Wellness and wound care certification. |
| Form 990, Part XI, line 9: | Change in Charitable Gift Annuity -2,869. Change in Split Interest -89,824. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Visiting Nurse Association of Indian River County Inc | ||||||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | 591645497 | Provide Home Health Services | FL | 501(C)(3) | Line 10 | Visiting Nurse Association of the Treasure Coast Inc | 0 |
| VNA Space Coast Inc | ||||||||||
| 1600 Sarno Road | Melbourne | FL | 32935 | 651002301 | Provide Home Health Services | FL | 501(C)(3) | Line 10 | Visiting Nurse Association of the Treasure Coast Inc | 0 |
| VNA Hospice of Indian River County Inc | ||||||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | 592402136 | Provide care to the terminally ill and their families. | FL | 501(C)(3) | Line 10 | Visiting Nurse Association of the Treasure Coast Inc | 0 |
| Visiting Nurse Association of the Treasure Coast Inc | ||||||||||
| 1110 35th Lane | Vero Beach | FL | 32960 | 592664912 | Management and administrative services | FL | 501(C)(3) | Line 12B, II | 0 | |
| Space Coast Private Care Inc | ||||||||||
| 1600 Sarno Road Suite 201 | Melbourne | FL | 32935 | 843225326 | Provide home Health Services | FL | 501(C)(3) | Line 10 | Visiting Nurse Association of the Treasure Coast Inc | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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