2020-11-13T10:55:46-06:00 2019-12-31 KPMG LLP 515 Broadway 4th Floor Albany NY 122072974 990 2019-01-01 160743214 VISITING NURSING ASSOCIATION OF WESTERN NEW YORK INC % MEAGAN FISHER VISI 7166308000 650 Airborne Parkway Cheektowaga NY 14225 MEAGAN FISHER DIRECTOR OF FINANCE 7166308000 2020-11-12 true STEPHANIE LONCZAK P01880207 5184274600 2020-11-12 199.207.253.101 14012520203185000002 2020-11-13 P 61534EC9BCA1C3D89F6EB9A5054E4B493C585575 F26B49596AC89D4E9AE12AF0FD2744B8161BFB9F 2019 2021-01-29 14:40:06Z JUDY BAUMGARTNER 650 Airborne Parkway WILLIAMSVILLE NY 14221 106050847 false 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 0 985 2 0 0 216000 250000 98234543 103036984 3316619 2756326 8642 7537 101775804 106050847 0 0 0 0 72389947 75553801 0 0 0 11830903 11626532 84220850 87180333 17554954 18870514 61194737 57764154 17383800 17206184 43810937 40557970 X 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. false false 69901690 103044521 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 PATIENTS 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. 69901690 true true false false false false false false false false true false false false true 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 true true false false false true 51 0 true 985 true false false false false false false false false false false false false X 3 0 false false false false true true true true true false false true true true true true true true true true true NY X MEAGAN FISHER 7166308000 650 AIRBORNE PARKWAY CHEEKTOWAGA NY 14225 DONALD BOYD BOARD MEMBER 1.0 40.5 X 0 882758 99876 DAVID PIERCE BOARD MEMBER 1.0 1.0 X 0 464401 41364 JUDY BAUMGARTNER BOARD CHAIR/PRESIDENT 31.0 9.0 X X 265060 81424 76387 DANIEL OWEN SR DIRECTOR HOMECARE FIN 31.0 9.0 X 178445 54817 16206 LISA GRIESLER VICE PRESIDENT AND COO 40.0 0.0 X 205121 0 38456 FREDERICK PORDUM DIR BUSINESS DEV. & MARKETING 40.0 0.0 X 159590 0 16329 CHERYL GAMBACORTA DIRECTOR CLINICAL OPERATIONS 40.0 0.0 X 126505 0 41145 ELIZABETH KLENKE PHYSICAL THERAPIST 40.0 0.0 X 128220 0 36290 CHRISTI LYNCH HOME HEALTH NURSE 40.0 0.0 X 139440 0 23713 ROSEMARY SLAWICH HOME HEALTH NURSE 40.0 0.0 X 126979 0 8855 1329360 1483400 398621 61 false true false HOMECARE HOMEBASE LLC 6688 NORTH CENTRAL EXPRESSWAY SUIT DALLAS TX 75206 COMPUTER SERVICE 698822 FLC SPINDRIFT LLC 350 ESSJAY RD SUITE 101 WILLIAMSVILLE NY 14221 RENT 315050 VERIZON WIRELESS PO BOX 408 NEWARK NJ 07101 CELL PHONE SERVICE 387727 BFC PRINT NETWORK INC 455 COMMERCE DRIVE SUITE 6 AMHERST NY 14228 COMPUTER SERVICE 238347 DIVERSIFIED SERVICES LLC 2900 DELAWARE AVENUE KENMORE NY 14217 THERAPY/AUDIOL. SVCS 120894 6 250000 250000 PATIENT REVENUE 103036984 103036984 103036984 694320 694320 0 0 0 0 0 2062006 2062006 2062006 2062006 0 0 0 0 0 0 0 0 0 SALE OF MEDICAL RECORDS 900099 7537 7537 7537 106050847 103044521 2756326 0 0 0 0 553644 304504 249140 0 56033956 44827165 11206791 2444206 1955365 488841 12331940 9865552 2466388 4190055 3352044 838011 0 0 0 0 0 0 3340419 2271485 1068934 131353 89320 42033 772002 524961 247041 0 0 789335 536748 252587 2568132 2311319 256813 0 0 0 0 443896 301849 142047 -450584 -306397 -144187 MEDICAL SUPPLIES 1821112 1821112 BAD DEBT EXPENSE 1697729 1697729 MEMBERSHIP DUES 46300 31484 14816 OTHER EXPENSES 466838 317450 149388 87180333 69901690 17278643 0 11273669 3546446 0 0 0 0 12853489 16585787 0 0 0 0 0 0 31769 31769 210413 281548 6404532 3473630 881495 2930902 33064031 31627831 0 0 0 0 2879871 2759871 0 0 61194737 57764154 10032166 11419017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7351634 5787167 17383800 17206184 X 43810937 40557970 0 0 43810937 40557970 61194737 57764154 X 18870514 2876519 -25000000 X false true X true false X 286134 166667 0 216000 250000 918801 83642569 88838509 95083755 98234543 103036984 468836360 0 0 0 83928703 89005176 95083755 98450543 103286984 469755161 0 0 0 469755161 350560 94000 2376872 992400 694320 4508152 0 350560 94000 2376872 992400 694320 4508152 0 35541 35053 17800 8642 7537 104573 84314804 89134229 97478427 99451585 103988841 474367886 0.99028 0.99060 0.00950 0.00910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1701693 803779 897914 0 4702839 2669851 2032988 2930902 0 DUE TO AFFILIATES 5221 ESTIMATED SELF INSURANCE RESERVE 5253175 ESTIMATED THIRD PARTY RESERVE 528771 5787167 X SCHEDULE D, 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 true true X X X X X X false true false false false true false false false DONALD BOYD BOARD MEMBER 0 639769 0 75000 0 167989 0 83090 0 16786 0 982634 0 DAVID PIERCE BOARD MEMBER 0 444638 0 14000 0 5763 0 24776 0 16588 0 505765 0 JUDY BAUMGARTNER BOARD CHAIR/PRESIDENT 221085 67915 24480 7520 19495 5989 57965 17806 471 145 323496 99375 0 0 LISA GRIESLER VICE PRESIDENT AND COO 174062 0 28000 0 3059 0 22099 0 16357 0 243577 0 0 DANIEL OWEN SR DIRECTOR HOMECARE FIN 158497 48689 18997 5836 951 292 11977 3679 421 129 190843 58625 0 0 FREDERICK PORDUM DIR BUSINESS DEV. & MARKETING 147861 0 11614 0 115 0 15859 0 470 0 175919 0 0 CHRISTI LYNCH HOME HEALTH NURSE 139370 0 0 0 70 0 0 0 23713 0 163153 0 0 ELIZABETH KLENKE PHYSICAL THERAPIST 128126 0 0 0 94 0 12507 0 23783 0 164510 0 0 0 CHERYL GAMBACORTA DIRECTOR CLINICAL OPERATIONS 116808 0 9352 0 345 0 24864 0 16281 0 167650 0 0 Health or Social Club Dues Schedule J, Part I, Line 1A 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. Executive Deferred Retirement Plan Schedule J, Part I, Question 4B During the year, certain officers and key employees listED on form 990, Part VII, Section A, participated in an exectuive deferred retirement plan. As required, Kaleida reported distributions made under this plan to the plan participants on Schedule J, Part II, column (b)(iii). All distributions made are calculated using a combination of individualized demographic inputs including both historical compensation as well as the individual's age. Compensation Arrangement Contingent on Net Earnings of the Organization Schedule J, Part I, Question 6B 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 2018, 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 2019. DESCRIPTION OF CLASSES OF MEMBERS & MEMBER RIGHTS FORM 990, SECTION A, PART VI, QUESTION 6, 7A & 7B PART VI, QUESTION 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. Part VI, Section A, Question 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 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. PART VI, SECTION A, QUESTION 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. DESCRIPTION OF THE PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, SECTION B, QUESTION 11A 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. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, SECTION B, QUESTION 12C 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. COMPENSATION APPROVAL PROCESS FORM 990 PART VI, SECTION B, QUESTION 15A & 15B 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. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMTS TO GEN PUBLIC FORM 990, PART VI, SECTION B, QUESTION 19 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. OTHER CHANGES IN NET ASSETS PART XI, LINE 9: CASH TRANSFER FOR PARENT $(25,000,000) VNA OF NORTHWEST PA LLC 1223 EAST MAIN STREET SUITE 2 BRADFORD PA 16701 464830756 HLTH CARE SVC PA 1922653 938148 VNA OF WNY Kaleida Health 726 Exchange Street Buffalo NY 14210 161533232 Hospital NY 501(c)(3) 3 KH false VNA Home Care Services 726 Exchange Street Buffalo NY 14210 161491203 Home Health NY 501(c)(3) 10 KH false Visk Inc 726 Exchange Street Buffalo NY 14210 222738425 SUPPORT ORG NY 501(c)(3) 10 KH false Kaleida Health Foundation 726 Exchange Street Buffalo NY 14210 161579143 Fundraising NY 501(c)(3) 7 KH false Women & Childrens Hospital of Buff Fdn 726 Exchange Street Buffalo NY 14210 161332044 Fundraising NY 501(c)(3) 7 KH false Children's Health Home of WNY Inc 726 Exchange Street Buffalo NY 14210 814086046 Ped Home Heal NY 501(c)(3) 10 KH false Upper Allegheny Health System Inc 515 Main Street Olean NY 14760 271255425 Support Org NY 501(c)(3) 12A KH false OLEAN GENERAL HOSPITAL 515 MAIN STREET OLEAN NY 14760 160743102 HOSPITAL NY 501(C)(3) 3 UAHS false BRADFORD REGIONAL MED SVCS 116 INTERSTATE PARKWAY BRADFORD PA 16701 232875157 PHYS. GROUP PA 501(C)(3) 3 OGH false HEALTH SYSTEM PHYSICIAN PC 130 SOUTH UNION STREET OLEAN NY 14760 464304317 PHYS. 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