2021-11-11T09:26:19-06:00 2020-12-31 135565207 KPMG LLP 515 BROADWAY 4TH FLOOR ALBANY NY 122072974 990 2020-01-01 160743214 VISITING NURSING ASSOCIATION OF WESTERN NEW YORK INC VISI 7166308000 650 AIRBORNE PARKWAY CHEEKTOWAGA NY 14225 MEAGAN FISHER DIRECTOR OF FINANCE 7166308000 2021-11-11 1 MEAGAN FISHER 999009999 STEPHANIE LONCZAK P01880207 5184274600 2021-11-04 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z LISA GREISLER 650 AIRBORNE PARKWAY CHEEKTOWAGA NY 14225 106709975 0 X WWW.VNAWNY.ORG X 1885 NY VNA OF WNY IS A CERTIFIED HOME HEALTH AGENCY PROVIDING SKILLED NURSING SERVICES, REHABILITATION SERVICES AND TELEHEALTH HOME MONITORING PRIMARILY TO MEDICARE AND MEDICAID PATIENTS. 3 0 950 0 0 0 250000 2268204 103036984 103544173 2756326 882369 7537 15229 106050847 106709975 0 0 0 0 75553801 74049632 0 0 0 11626532 11502974 87180333 85552606 18870514 21157369 57764154 66027968 17206184 29866267 40557970 36161701 VNA OF WNY IS A CERTIFIED HOME HEALTH AGENCY PROVIDING SKILLED NURSING SERVICES, REHABILITATION SERVICES AND TELEHEALTH HOME MONITORING PRIMARILY TO MEDICARE AND MEDICAID PATIENTS. 0 0 68573653 0 103559402 THE VISITING NURSING ASSOCIATION OF WNY INC. (VNA) IS A CERTIFIED HOME HEALTH AGENCY THAT PROVIDES HOME HEALTH CARE. THE VNA PERFORMS SKILLED NURSING SERVICES, REHABILITATION SERVICES (PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL WORK AND NUTRITIONAL SERVICES). THESE SERVICES ARE PROVIDED TO PATIENTS OF ALL AGES AND BACKGROUNDS IN THE COMFORT OF THE PATIENT'S HOME. IN ADDITION, THE VNA ALSO HAS A DEDICATED TEAM OF WOUND SPECIALISTS THAT ASSESS AND HELP MANAGE MILD TO ADVANCED WOUNDS. LASTLY, THE VNA PROVIDES TELEHEALTH HOME MONITORING THAT USES TELECOMMUNICATION DEVICES TO MONITOR PATIENTS DAILY TO FLAG OUTLIER READINGS TO KEEP THE PATIENT HEALTHY AND SAFELY IN THEIR HOME. 68573653 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 1 0 0 0 1 45 0 1 950 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 NY X MEAGAN FISHER 7166308000 650 AIRBORNE PARKWAY CHEEKTOWAGA NY 14225 DONALD BOYD BOARD MEMBER 1.00 40.50 X 0 737600 83442 DAVID PIERCE BOARD MEMBER 1.00 40.50 X 0 513306 45228 LISA GRIESLER CHAIR/PRESIDENT (AS OF AUGUST 2020) 31.00 9.00 X X 158161 48585 39529 JUDY BAUMGARTNER CHAIR/PRESIDENT (THRU AUGUST 2020) 31.00 9.00 X X 293641 90204 82185 DANIEL OWEN SENIOR CONSULTANT 22.00 7.00 X 121725 37392 11385 FREDERICK PORDUM DIR BUSINESS DEV. & MARKETING 31.00 9.00 X 115629 35520 16364 HANNA BURKHART INFUSION THERAPY NURSE 40.00 0.00 X 129943 0 9188 ROSEMARY SLAWICH HOME HEALTH NURSE 40.00 0.00 X 126251 0 9232 SARAH SWEENEY SR DIR CLINICAL OPERATIONS 40.00 0.00 X 123576 0 37549 CHERYL GAMBACORTA DIRECTOR CLINICAL OPERATIONS 40.00 0.00 X 119454 0 42289 1188380 1462607 376391 62 0 1 0 HOMECARE HOMEBASE LLC 6688 NORTH CENTRAL EXPRESSWAY SUIT DALLAS TX 75206 COMPUTER SERVICE 680821 VERIZON WIRELESS PO BOX 408 NEWARK NJ 07101 CELL PHONE SERVICE 565029 DIVERSIFIED SERVICES LLC 2900 DELAWARE AVENUE KENMORE NY 14217 THERAPY/AUDIOL SVCS 191853 BFC PRINT NETWORK INC 455 COMMERCE DRIVE SUITE 6 AMHERST NY 14228 COMPUTER SERVICE 117548 4 2018204 250000 2268204 PATIENT REVENUE 103544173 103544173 103544173 143664 143664 738705 0 738705 738705 738705 SALE OF MEDICAL RECORDS 900099 15229 15229 15229 106709975 103559402 0 882369 573528 315440 258088 53270188 42630364 10639824 2579172 2063338 515834 13583627 10866902 2716725 4043117 3234494 808623 1958625 1331865 626760 95838 65170 30668 1008912 686060 322852 1049663 713771 335892 2373467 2136120 237347 454657 309167 145490 741082 503936 237146 MEDICAL SUPPLIES 1821164 1821164 BAD DEBT EXPENSE 1675489 1675489 OTHER EXPENSES 318848 216817 102031 MEMBERSHIP DUES 5229 3556 1673 85552606 68573653 16978953 0 3546446 25999358 0 0 0 0 16585787 23396442 0 0 0 0 0 0 31769 31769 281548 268242 6629533 4006473 2930902 2623060 31627831 10903094 0 0 0 0 2759871 2806003 0 0 57764154 66027968 11419017 13841904 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5787167 16024363 17206184 29866267 X 40557970 36161701 0 0 40557970 36161701 57764154 66027968 X 21157369 563622 -217260 -25900000 X 0 1 X 1 0 X 166667 0 216000 250000 2268204 2900871 88838509 95083755 98234543 103036984 103544173 488737964 89005176 95083755 98450543 103286984 105812377 491638835 0 0 0 491638835 94000 2376872 992400 694320 143664 4301256 94000 2376872 992400 694320 143664 4301256 35053 17800 8642 7537 15229 84261 89134229 97478427 99451585 103988841 105971270 496024352 0.99120 0.99030 0.00870 0.00950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1909714 984050 925664 4719819 3022423 1697396 2623060 ESTIMATED SELF INSURANCE RESERVE 6955378 ESTIMATED THIRD PARTY RESERVE 9068985 16024363 X PART X, LINE 2: KALEIDA RECOGNIZES INCOME TAX POSITIONS WHEN IT IS MORE-LIKELY THAN-NOT THAT THE POSITION WILL BE SUSTAINABLE BASED ON THE MERITS OF THE POSITION. MANAGEMENT HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT NEED TO BE RECORDED. X 1 1 X X X X X X 0 0 0 0 0 1 0 1 0 DONALD BOYD BOARD MEMBER 0 629836 0 0 0 107764 0 66075 0 17367 0 821042 0 0 DAVID PIERCE BOARD MEMBER 0 507076 0 0 0 6230 0 28122 0 17106 0 558534 0 0 JUDY BAUMGARTNER CHAIR/PRESIDENT (THRU AUGUST 2020) 246170 75621 27907 8573 19564 6010 62306 19140 565 174 356512 109518 0 0 LISA GRIESLER CHAIR/PRESIDENT (AS OF AUGUST 2020) 149364 45883 0 0 8797 2702 17431 5355 12808 3935 188400 57875 0 0 DANIEL OWEN SENIOR CONSULTANT 121141 37213 0 0 584 179 8335 2561 374 115 130434 40068 0 0 FREDERICK PORDUM DIR BUSINESS DEV. & MARKETING 115495 35479 0 0 134 41 12128 3725 391 120 128148 39365 0 0 CHERYL GAMBACORTA DIRECTOR CLINICAL OPERATIONS 119067 0 0 0 387 0 25641 0 16648 0 161743 0 0 0 SARAH SWEENEY SR DIR CLINICAL OPERATIONS 123444 0 0 0 132 0 20903 0 16646 0 161125 0 0 0 PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES AS PART OF THEIR COMPENSATION PACKAGE CERTAIN DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE ENTITLED TO CHOOSE AS AN EXECUTIVE PERK THE BENEFIT OF BUSINESS RELATED SOCIAL DUES OR INITIATION FEES. PART I, LINE 6 THE ORGANIZATION PLACES A CERTAIN PORTION OF AN EXECUTIVES TOTAL AVAILABLE COMPENSATION AT RISK ANNUALLY AND A PROPORTION OF THAT AT-RISK AMOUNT IS DEPENDENT UPON CERTAIN OPERATING PERFORMANCE TARGETS OF THE ORGANIZATION, BOTH FINANCIAL AND NON-FINANCIAL. DURING 2019, CERTAIN FINANCIAL OPERATING TARGETS WHICH WERE SET BY THE COMPENSATION COMMITTEE OF KALEIDA HEALTH (A RELATED NOT-FOR-PROFIT ORGANIZATION), INCLUDING TOTAL NET OPERATING MARGIN WERE MET AND EXCEEDED RESULTING IN COMPENSATION UNDER THIS ARRANGEMENT AND PAID TO OFFICERS DURING 2020. PART I, LINE 7 JUDY BAUMGARTNER, CHAIR/PRESIDENT (THRU AUGUST 2020), RECEIVED A NON-FIXED PAYMENT THAT WAS DEPENDENT ON CERTAIN PERFORMANCE REQUIREMENTS BEING MET. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBER (NOT A STOCK) CORPORATION UNDER NEW YORK STATE LAW. THE ORGANIZATION'S SOLE CORPORATE MEMBER IS KALEIDA HEALTH, A RELATED NOT-FOR-PROFIT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A IN ACCORDANCE WITH THE TERMS AND REQUIREMENTS OF ITS GOVERNING DOCUMENTS (I.E. BYLAWS), ON AN ANNUAL BASIS, THE ORGANIZATION'S CURRENT BOARD MEMBERS RECOMMEND THE LIST OF CANDIDATES FOR MEMBERSHIP TO THE GOVERNING BODY FOR THE SUBSEQUENT TERM TO THE EXECUTIVE COMMITTEE OF KALEIDA HEALTH. THE EXECUTIVE COMMITTEE OF KALEIDA HEALTH, AS THE REPRESENTATIVES OF THE ORGANIZATION'S SOLE CORPORATE MEMBER, APPROVES AND ELECTS THESE CANDIDATES TO SERVE AS THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B KALEIDA HEALTH, AS THE SOLE CORPORATE MEMBER, ALSO HAS THE RIGHT TO APPROVE OR RATIFY SIGNIFICANT DECISIONS OF THE ORGANIZATION'S GOVERNING BODY INCLUDING THE AMENDMENT OF BYLAWS AND CHARTERS, REMOVAL OF MEMBERS OF THE GOVERNING BODY, AND THE DECISION TO DISSOLVE THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B DESCRIPTION OF THE PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT IN CONSULTATION WITH THE ORGANIZATION'S TAX ADVISORS, KPMG. THIS FINANCIAL REVIEW IS BASED ON THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS FOR THE RELEVANT TIME PERIOD BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S BOARD OF DIRECTORS ARE ALSO PROVIDED A COMPLETE COPY OF THE FORM 990 TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST UPON EMPLOYMENT AND ANNUALLY THEREAFTER EACH DIRECTOR, KEY EMPLOYEE AND OFFICER OF THE ORGANIZATION IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST AND DISCLOSURE FORM, PROVIDING SUFFICIENT INFORMATION ABOUT HIS/HER PERSONAL INTERESTS AND RELATIONSHIPS SO THE ORGANIZATION CAN (1) DETERMINE WHETHER ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST MAY EXIST, AND (2) MONITOR WORK OR SERVICE ASSIGNMENTS TO AVOID PLACING THE KEY EMPLOYEE, OFFICER OR DIRECTOR IN A POSITION WHERE THERE MAY BE AN APPEARANCE, POTENTIAL OR ACTUAL, OF A CONFLICT OF INTEREST OR A QUESTION OF OBJECTIVITY. THE COMPLETED CONFLICT OF INTEREST AND DISCLOSURE FORMS ARE RETURNED TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION APPROVAL PROCESS FORM 990 ON AN ANNUAL BASIS, THE ORGANIZATION'S MANAGEMENT TEAM REVIEWS AND APPROVES THE COMPENSATION PACKAGE OF THE ORGANIZATION'S KEY EMPLOYEES. THIS PROCESS ALSO INCLUDES A 360 PEER REVIEW. THE ORGANIZATION'S OFFICER COMPENSATION ARRANGEMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF KALEIDA HEALTH, A RELATED NOT-FOR-PROFIT ORGANIZATION AND SOLE MEMBER OF THE ORGANIZATION. INFORMATION REVIEWED FOR THE OFFICERS INCLUDES COMPARABLE DATA FROM SIMILAR SIZE TAX-EXEMPT ORGANIZATIONS IN THE WESTERN NEW YORK COMMUNITY AS WELL AS THE COMPENSATION FOR THESE POSITIONS (AS DISCLOSED ON FORM 990) WITH OTHER ORGANIZATIONS IN THE HEALTH CARE INDUSTRY THAT ARE OF SIMILAR SIZE, DEMOGRAPHICS AND GEOGRAPHY. REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT BY THE COMPENSATION COMMITTEE IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE OFFICES OF KALEIDA HEALTH (A RELATED NOT-FOR-PROFIT ORGANIZATION) AT 726 EXCHANGE STREET, SUITE 200, BUFFALO, NY 14210. A NOMINAL FEE IS CHARGED IS COPIES ARE REQUESTED. FORM 990, PART XI, LINE 9: CASH TRANSFER TO PARENT -25,900,000. 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