2019-11-14T15:12:58-06:00 2018-12-31 WITHUMSMITHBROWNPC 331 NEWMAN SPRINGS RD STE 125 RED BANK NJ 077016765 990 2018-01-01 340714722 VISITING NURSE ASSOCIATION OF CLEVELAND % PETER GAYLORD MBA VISI 2169311300 925 KEYNOTE CIRCLE THIRD FLOOR BROOKLYN HEIGHTS OH 44131 PETER GAYLORD MBA CFO/COO 7322246968 2019-11-14 true MICHAEL A SERLUCO CPA P00960315 7328423113 2019-11-14 65.124.187.43 22006220193185000153 2019-11-14 P 0917C7622B705DB5025AFAEF1D582A9C8ACAB3C5 F413BA53D8382AD017D67067C83213C1C57BB211 2018 2020-03-31 21:24:44Z X STEVEN H LANDERS MD MPH 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 11169631 false X WWW.VNAOHIO.ORG X 1902 OH TO PROVIDE COMPASSIONATE, INNOVATIVE AND EFFECTIVE COMMUNITY-BASED CARED THAT PROMOTES, HEALTH, INDPENDENCE AND DIGNITY TO THOSE WE SERVE IN THE NORTHEST AND CENTRAL OHIO. 15 13 221 10 0 0 814324 748325 11808500 11056493 929247 -711678 60192 52726 13612263 11145866 0 37500 0 0 11037157 10200985 0 0 0 3078209 4753684 14115366 14992169 -503103 -3846303 32501551 30160565 13044961 14550278 19456590 15610287 X TO PROVIDE COMPASSIONATE, INNOVATIVE AND EFFECTIVE COMMUNITY-BASED CARE THAT PROMOTES HEALTH, INDEPENDENCE AND DIGNITY TO THOSE WE SERVE IN THE NORTHEAST AND CENTRAL OHIO. false false 9971824 11056493 THE VNA HEALTH GROUP AND ITS AFFILIATES, INCLUDING VISITING NURSE ASSOCIATION OF CLEVELAND, PROVIDED HOME HEALTH, HOSPICE AND COMMUNITY BASED SERVICES TO THE PEOPLE IN ITS SERVICE AREA. DURING 2018, NEARLY 1,004,000 VISITS WERE PROVIDED TO NEARLY 57,000 INDIVIDUALS WHO RECEIVED HOME HEALTH CARE AND HOSPICE SERVICES FROM THE ORGANIZATION AND ITS AFFILIATED ENTITIES. Our innovative, programmatic Institutes focus on three critical cores of VNA Health Group: health of children and their families; coordination of care enhanced by technology; and care for patients with serious, chronic and end-stage illness. Each institute has an expert thought leader and is providing enhanced access, care and services for patients, their families and our communities. Our Advanced Care Institute helps patients with late-stage, chronic illnesses stay at home comfortably with support from family, a visiting physician, and A palliative care team. Our goal is to educate clinicians, communities, patients and their families on best practices in chronic disease and palliative and hospice care. Within the Children and Family Health Institute are three centers focused on helping children and families achieve their highest level of health from pre-natal to adult: the Center for Early Childhood Development and Family Support; the Center for Primary Care and Public Health; and the Center for Pediatric Home Care. The Connected Health Institute spearheads mobile and digital initiatives to improve patient outcomes. With more than 1,500 clinicians, VNA Health Group and its affiliates have the unique opportunity to become a nationally recognized leader in researching, developing, and testing technologies that improve patient care. SIGNIFICANT changes are underway in health care including a dramatic increase in the older adult population, a national movement to contain health costs and expansion in mobile and digital health technologies. VNA Health Group is taking bold steps to reimagine how IT can address these challenges, secure ITS future and improve care for all patients, including the most frail and vulnerable. 9971824 true true false true false false false false false true true false true true true true false true false true false false false false true false false true false true false false false false false true false false false false false false false true false false false true 21 0 true 221 true false false false false false false false false false false false false X 15 13 true true true false true true true true true false false true true true true true true true true false OH X PETER GAYLORD MBA 7322246968 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 TOM SEAY CHAIRMAN 5.0 0.0 X X 0 0 0 FRED DEGRANDIS VICE CHAIRMAN 5.0 0.0 X X 0 0 0 BARBARA WALKER SECRETARY 5.0 0.0 X X 0 0 0 ANTHEA DANIELS TRUSTEE 2.0 0.0 X 0 0 0 ALAN DOWLING TRUSTEE 2.0 0.0 X 0 0 0 DANIEL FEDELI TRUSTEE 2.0 0.0 X 0 0 0 PAULA SHAW TRUSTEE 2.0 0.0 X 0 0 0 ROBERT SOLICH TRUSTEE 2.0 0.0 X 0 0 0 KEVIN VANMETER TRUSTEE 2.0 0.0 X 0 0 0 MARY LOU STRICKLIN TRUSTEE 2.0 0.0 X 0 0 0 RUFUS HEARD TREASURER 5.0 0.0 X X 0 0 0 JUDITH AULETTA BOARD MEMBER 2.0 0.0 X 0 0 0 DR FAYE GRUND BOARD MEMBER 2.0 0.0 X 0 0 0 VICTORIA NADZAM BOARD MEMBER 2.0 0.0 X 0 0 0 ISABEL SANCHEZ-CUMMINGS TRUSTEE - RESIGNED 2018 2.0 0.0 X 0 0 0 KEVIN YATES BOARD MEMBER 2.0 0.0 X 0 0 0 STEVEN H LANDERS MD MPH PRESIDENT/CEO 10.0 50.0 X 0 786742 133716 PETER GAYLORD MBA CFO/COO 10.0 45.0 X 0 444974 65137 LORI LABAS PHYSICAL THERAPIST 40.0 0.0 X 122431 0 2475 MATTHEW STURM OCCUPATIONAL THERAPIST 40.0 0.0 X 114306 0 5938 HEIDI INGERSOL REGISTERED NURSE 40.0 0.0 X 105422 0 8252 ANNE SIMMONS INSTRUCTOR/TRAINER 40.0 0.0 X 102401 0 9535 444560 1231716 225053 4 false true false VNA HEALTH GROUP INC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 MANAGEMENT SERVICES 2235729 AMN HEALTHCARE ALLIED INC PO BOX 281939 ATLANTA GA 303841939 PHYSICAL THERAPISTS 216332 RYAN CHRISTOPHER SHIFLEY 2089 W 26TH STREET CLEVELAND OH 44113 CONSULTING 110429 3 58072 4405 250521 435327 748325 NET PATIENT SERVICE REVENUE 621610 11056493 11056493 11056493 -711678 -711678 0 0 0 0 0 0 76491 4405 23765 52726 52726 0 0 0 0 0 0 0 11145866 11056493 -658952 37500 37500 0 0 0 0 0 8881698 6936001 1945697 0 615443 480619 134824 703844 549654 154190 2235729 2235729 25123 25123 0 0 0 0 661051 516236 144815 30495 30495 519268 405513 113755 0 0 304348 237675 66673 487852 380979 106873 0 69592 54347 15245 7517 7517 0 11539 9011 2528 138547 108196 30351 MEDICAL SUPPLIES 276404 276404 EQUIPMENT RENTALS 141945 110849 31096 RECOVERY OF EXPENSES -175084 -136729 -38355 STORAGE FEES 12227 12227 7131 5569 1562 14992169 9971824 5020345 0 300 300 196525 5174 0 0 3946998 2429342 0 0 0 0 0 0 0 0 75087 333294 6333234 6328593 16180 4641 0 0 101250 101250 6430326 5718648 0 0 21734885 21567916 32501551 30160565 1799256 1309337 0 0 460842 352410 0 0 0 0 0 0 0 0 0 0 10784863 12888531 13044961 14550278 X 13026264 9891639 0 0 6430326 5718648 19456590 15610287 32501551 30160565 -3846303 X false true X true false X 866833 941442 753242 814324 748325 4124166 0 0 866833 941442 753242 814324 748325 4124166 0 4124166 844388 1020951 513100 929246 -711678 2596007 0 55417 16572 162547 60192 52726 347454 7067627 0.58353 0.47359 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true false false false SCH C, PART II-B, LINE 1 THE ORGANIZATION AND ITS AFFILIATES RECEIVE A SUBSTANTIAL PORTION OF ITS REVENUES FROM THE MEDICARE PROGRAM AND FROM GRANTS AND CONTRACTS ISSUED BY FEDERAL, STATE AND LOCAL AGENCIES. THE HEALTH CARE INDUSTRY IS CONTINUALLY SUBJECT TO LEGISLATIVE CHANGES AND ADJUSTMENTS TO GOVERNMENT EXPENDITURES SUPPORTING HEALTH RELATED PROGRAMS. REPRESENTATIVES OF THE ORGANIZATION AND ITS AFFILIATES HAVE PARTICIPATED IN MEETINGS AND DISCUSSIONS WITH APPROPRIATE OFFICIALS TO EDUCATE THEM ON THE FINANCIAL AND ADMINISTRATIVE IMPACTS OF PROPOSED CHANGES. IN FACT, THE PRESIDENT/CEO AND OTHERS FROM THE SENIOR MANAGEMENT TEAM OF VISITING NURSE ASSOCIATION HEALTH GROUP AND THE ORGANIZATION ARE INVOLVED AS HOME CARE AND HOSPICE ADVOCATES FOR NATIONAL AND STATE ORGANIZATIONS. THEY INTERACT WITH PUBLIC OFFICIALS AND ELECTED MEMBERS OF CONGRESS ON THE ISSUES RELATED TO HOME HEALTH AND HOSPICE CARE. IN ADDITION, A PORTION OF MEMBERSHIP DUES PAID TO INDUSTRY ASSOCIATIONS BY THE ORGANIZATION AND ITS AFFILIATES ARE RELATED TO LOBBYING ACTIVITIES PERFORMED BY SUCH INDUSTRY ASSOCIATIONS ON BEHALF OF THEIR MEMBERS. THE ORGANIZATION DOES NOT BELIEVE THAT ITS COST FOR THESE ACTIVITIES ARE SUBSTANTIAL WITHIN THE MEANING OF IRC SECTION 501(C)(3). 6430326 -711678 5718648 5880861 549465 6430326 5753475 127386 5880861 5753475 5753475 5753475 5753475 1.00000 false false 69364 69364 6263870 6259229 4641 4641 PERPETUAL TRUSTS 5718648 F 5718648 DUE FROM AFFILIATES 21567916 21567916 0 DUE TO AFFILIATES 12241865 THIRD PARTY PAYORS 646666 12888531 X PART X, LINE 2 THE FOLLOWING REPRESENTS THE FIN 48 (ASC 740) FOOTNOTE DISCLOSURE INCLUDED IN THE COMBINED AUDITED FINANCIAL STATEMENTS OF VISITING NURSE ASSOCIATION HEALTH GROUP, INC. AND AFFILIATES FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017: HEALTH GROUP AND AFFILIATES, WHICH INCLUDES THE ORGANIZATION, EVALUATE UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740 "INCOME TAXES". PURSUANT TO THE GUIDANCE IN THIS ACCOUNTING PRONOUNCEMENT, HEALTH GROUP AND AFFILIATES HAVE DETERMINED THAT NO UNRECOGNIZED TAX BENEFITS EXIST AS OF DECEMBER 31, 2018 AND 2017 AND DOES NOT EXPECT THIS DETERMINATION TO CHANGE SIGNIFICANTLY OVER THE NEXT 12 MONTHS. HEALTH GROUP AND AFFILIATES HAVE NOT INCURRED ANY INCOME TAX RELATED PENALTIES OR INTEREST FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, HEALTH GROUP AND AFFILIATES POLICY WOULD BE TO RECOGNIZE THEM AS OPERATING EXPENSES. PART V, LINE 4 THE INCOME GENERATED FROM THE PERMANENT ENDOWMENT FUNDS OF THE ORGANIZATION IS TO BE UTILIZED TO SUPPORT THE MISSION AND RELATED PROGRAMS OF ITS AFFILIATED ORGANIZATIONS. TREASURES 80869 4405 76464 18881 1691 3193 0 80869 4405 76464 18881 1691 3193 23765 52699 true LAKE HEALTH DISTRICT FUND 7757 AUBURN ROAD PAINESVILLE OH 44077 341598598 501(C)(3) 37500 TO SUPPORT COMPANY OPERATIONS. PART I, LN 2 FUNDS PROVIDED TO 501(C)(3) FOR GENERAL USE. REVIEW OF FORM 990 AND CONTACT WITH ORGANIZATION FOR MONITOR PERFORMANCE AND USE. X X X X false true false false false false false true false STEVEN H LANDERS MD MPH PRESIDENT/CEO 0 596629 0 187425 0 2688 0 96889 0 36827 0 920458 0 0 PETER GAYLORD MBA CFO/COO 0 364008 0 80000 0 966 0 43235 0 21902 0 510111 0 0 PART I, LINE 4B STEVEN H. LANDERS, MD, MPH AND PETER GAYLORD, MBA, OFFICERS, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNTS BELOW WERE ACCRUED DURING THE YEAR, NOT INCLUDED IN THE 2018 FORM W-2 AND ARE REPORTED IN PART II AS DEFERRED COMPENSATION. STEVEN H. LANDERS, MD, MPH $85,889 PETER GAYLORD, MBA $32,235 PART I, LINE 7 members of the organization's SENIOR MANAGEMENT ARE ELIGIBLE FOR a management incentive performance (MIP) salary adjustment. THE MIP is RECOMMENDED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE BOARD AFTER CONSIDERATION OF COMPENSATION ARRANGEMENTS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR SIMILAR SERVICES, COMPENSATION SURVEYS, AND OTHER MATTERS TO DETERMINE THAT NO MORE THAN REASONABLE COMPENSATION IS PAID. The overall bonus pool is calculated based on company performance in several categories (financial, quality, engagement). Within those categories, goals for different metrics (EBIDA, cash days on hand, 30 day readmissions, employee satisfaction) are established at the beginning of the year and assigned a weight. Senior leadership considers an individual's performance to determine how much to award each employee based on the overall size of the bonus pool. THE mip PAYMENTS ARE REPORTED IN PART II. CLINIC CARE MGMT OF MED MUTUAL OH BOARD TRUSTEE 393508 SEE PART V false FEDELI GROUP BOARD TRUSTEE 283302 SEE PART V false SCHEDULE L, PART V BOARD MEMBER, VICTORIA NADZAM IS VICE PRESIDENT OF CLINICAL CARE MANAGEMENT OF MEDICAL MUTUAL OF OHIO. VNAO, INCLUDING VISITING NURSE ASSOCIATION OF CLEVELAND, IS A HEALTHCARE PROVIDER WITHIN THE MEDICAL MUTUAL NETWORK. BOARD MEMBER, DANIEL FEDELI IS EXECUTIVE VICE PRESIDENT FOR THE FEDELI GROUP. UNDER A CONTRACTUAL AGREEMENT, THE FEDELI GROUP SERVICES THE PROPERTY AND CASUALTY INSURANCE FOR VNAO, INCLUDING VISITING NURSE ASSOCIATION OF CLEVELAND. PART VI, SECTION A, LINES 2, 6, 7A & 7B VISITING NURSE ASSOCIATION HEALTH GROUP, INC. (GROUP) IS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION. AS SUCH, THE GROUP ELECTS MEMBERS OF THE GOVERNING BODY OF THE ORGANIZATION AND APPROVES DECISIONS OF THE GOVERNING BODY. CERTAIN MEMBERS OF THE GOVERNING BODY ARE OFFICERS, TRUSTEES OR CONSULTANTS OF OTHER HEALTH CARE ORGANIZATIONS AND MAY HAVE BUSINESS RELATIONSHIPS AMONG THEMSELVES. PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS ENTERED INTO A MANAGEMENT SERVICES AGREEMENT WITH VISITING NURSE ASSOCIATION HEALTH GROUP, INC. TO PERFORM CERTAIN MANAGEMENT DUTIES. SUCH SERVICES INCLUDE, AMONG OTHER ITEMS, THE PREPARATION OF ANNUAL BUDGETS; THE EXECUTION AND IMPLEMENTATION OF ALL POLICIES AND DIRECTIVES OF THE BOARD OF TRUSTEES; THE ESTABLISHMENT OF RATES AND CHARGES FOR SERVICES RENDERED; THE MAINTENANCE OF ALL PROPER AND APPROPRIATE BOOKS AND RECORDS REGARDING THE BUSINESS AND OPERATIONS; THE PAYMENT OF ALL BILLS FOR SERVICES RENDERED TO THE ORGANIZATION; THE ISSUANCE OF ALL BILLS FOR SERVICES RENDERED; THE PROVISION OF ALL GENERAL ADMINISTRATIVE SERVICES; THE PROPER MAINTENANCE AND IMPLEMENTATION OF ALL NECESSARY AND APPROPRIATE PAYROLL AND HUMAN RESOURCE RECORDS; THE PROVISION OF FINANCIAL AND OTHER REPORTS WITH RESPECT TO THE OPERATIONS OF THE ORGANIZATION; AND THE TIMELY PREPARATION AND SUBMISSION OF COST REPORTS, TAX RETURNS AND OTHER SUCH FILINGS AND SUBMISSIONS AS MAY BE REQUIRED UNDER APPLICABLE LAW. PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES OF THE ORGANIZATION HAS DELEGATED RESPONSIBILITY FOR REVIEWING THE FORM 990 TO THE AUDIT COMMITTEE OF THE ORGANIZATION. PRIOR TO THE FINAL COMPLETION OF THE FORM, A COPY OF THE 990 WAS REVIEWED BY THE AUDIT COMMITTEE OF THE ORGANIZATION AND PROVIDED TO THE BOARD OF TRUSTEES. PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE TO ADDRESS ANY AND ALL CONFLICTS THAT ARISE, ARE REPORTED OR ARE OTHERWISE DISCOVERED. ON AN ANNUAL BASIS, ALL MEMBERS OF THE BOARD OF TRUSTEES ALONG WITH ALL MEMBERS OF THE MANAGEMENT TEAM AND CERTAIN OTHER EMPLOYEES ARE PROVIDED A CURRENT COPY OF THE POLICY AND ARE ALSO REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THESE QUESTIONNAIRES ARE REVIEWED BY THE PRESIDENT/CEO AND CHIEF COMPLIANCE OFFICER TO IDENTIFY THE NUMBER, MAGNITUDE AND NATURE OF ALL DISCLOSED CONFLICTS. ANY CONFLICTS ARE THEN REFERRED TO THE BOARD OF TRUSTEES FOR DISCUSSION AND RESOLUTION. PART VI, SECTION B, LINE 15 VNA HEALTH GROUP, INC. (GROUP), THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, HAS A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES THAT IS RESPONSIBLE FOR REVIEWING AND APPROVING THE COMPENSATION OF THE CEO AND ALL VICE PRESIDENTS OF THE GROUP AND ITS AFFILIATED ORGANIZATIONS. ON AN ANNUAL BASIS, THIS COMMITTEE REVIEWS THE TOTAL COMPENSATION LEVELS FOR EACH EXECUTIVE. IN ADDITION, INDUSTRY COMPENSATION COMPARISONS ARE MADE BASED UPON DATA PROVIDED BY VARIOUS SOURCES INCLUDING PERIODIC INDEPENDENT THIRD PARTY CONSULTANT REVIEWS. PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, ON A DISCRETIONARY BASIS. VNA OF CENTRAL JERSEY INC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 210639369 HOME HEALTH NJ 501(C)(3) 10 NA false VNA OF CENTRAL JERSEY FOUNDATION INC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 222500031 FUNDRAISING NJ 501(C)(3) 7 NA false MCOSS VENTURES INC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 222873804 SUPPORT ORG. NJ 501(C)(3) 12A NA false VNA HEALTH GROUP INC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 222500029 SUPPORT ORG. NJ 501(C)(3) 12A NA false VNA OF CENTRAL JERSEY PERSONAL CARE INC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 223186929 HOME HEALTH NJ 501(C)(3) 10 NA false VNA OF CENTRAL JERSEY PROPERTIES INC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 223385863 HOLDING CO. NJ 501(C)(3) 12A NA false VISITING NURSE AN HOMEMAKER SVCS INC 204 CREEK CROSSING BLVD HAINESPORT NJ 08036 210723671 HOME HEALTH NJ 501(C)(3) 10 NA false ROBERT WOOD JOHNSON VISITING NURSE INC 972 SHOPPES BLVD NO BRUNSWICK NJ 08902 263659270 HOME HEALTH NJ 501(C)(3) 10 NA false VISITING NURSE ASSN OF ENGLEWOOD INC 15 ENGLE STREET ENGLEWOOD NJ 07631 320352097 HOME HEALTH NJ 501(C)(3) 10 NA false VNA HEALTH GROUP OF NEW JERSEY LLC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 474841103 HOME HEALTH NJ 501(C)(3) 10 NA false VNA HOUSECALLS 925 KEYNOTE CIRCLE THIRD FLOOR BROOKLYN HEIGHTS OH 44131 300240348 HOME HEALTH OH 501(C)(3) 7 NA false VISITING NURSE ASSOCIATION OF MID-OHIO 925 KEYNOTE CIRCLE THIRD FLOOR BROOKLYN HEIGHTS OH 44131 341913736 HOME HEALTH OH 501(C)(3) 7 NA false VNA CARE PLUS 925 KEYNOTE CIRCLE THIRD FLOOR BROOKLYN HEIGHTS OH 44131 341622010 HOME HEALTH OH 501(C)(3) 7 NA false VISITING NURSE ASSOC OF CLEVELAND HOSP 925 KEYNOTE CIRCLE THIRD FLOOR BROOKLYN HEIGHTS OH 44131 341638790 HOME HEALTH OH 501(C)(3) 7 NA false VISITING NURSE ASSOC HEALTHCARE PARTNER 925 KEYNOTE CIRCLE THIRD FLOOR BROOKLYN HEIGHTS OH 44131 341816401 HOME HEALTH OH 501(C)(3) 10 NA false CLEVELAND CLINIC VISITING NURSES LLC 23 MAIN STREET SUITE D1 HOLMDEL NJ 07733 883373979 HOME HEALTH NJ NA 0.50000 VNA ENTERPRISES 2500 EAST 22ND STREET CLEVELAND OH 44115 341558796 HOME HEALTH OH NA C CORP false false true false false false false false false true false true true true true true true false false