2019-07-31T15:00:37-05:00 2018-09-30 410746749 CliftonLarsonAllen LLP 12800 University Drive Suite 210 Fort Myers FL 33907 990 2017-10-01 596175593 Visiting Nurses Association of SW Florida Inc VISI 2393374848 9470 HealthPark Circle Fort Myers FL 33908 Jill Lampley CFO 2019-07-31 true Martin Redovan CPA P01281045 2392269900 2016-05-24 2017 2019-02-21 02:37:17Z Samira Beckwith 9470 HealthPark Circle Fort Myers FL 33908 1243586 false X www.visitingnurseswfl.com X 1966 FL To improve the quality of life for every person we serve by providing compassionate care, and extraordinary service. 14 9 0 1 0 0 93 590 1278916 1235912 1171 1054 1350 6030 1281530 1243586 0 0 1482468 1600593 0 0 262138 198399 1744606 1798992 -463076 -555406 3130157 3934992 4255136 5736311 -1124979 -1801319 To improve the quality of life for every person we serve by providing compassionate care, and extraordinary service. false false 1619909 0 1235912 For more than 40 years, Visiting Nurses of Southwest Florida (VNA) has provided exceptional home health and private duty nursing care. Volunteers established the Organization in 1966 in cooperation with the Lee County Public Health Department. VNA is Medicare-certified under Florida License #HHN 21277096 and serves Charlotte, Collier, DeSoto, Hendry, Lee, and Sarasota counties. Additionally, the Organization is accredited by the Community Health Accreditation Program (CHAP), the national leader in improving the quality of care in the home care industry. Care is provided in private residences or any place a person calls home. Services include skilled nursing care and home health aides as well as medication management, caregiver education, disease management, wound care, personal care, and physical, occupational, and speech therapies. As a not-for-profit, the Organization's primary focus is the health and wellbeing of its participants. 1619909 true false false false false false false false false false 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 false true false false false true 2 0 true 0 false false false false false false true false false false false false X 14 9 true false false false false false false true true false false true true true true true true false FL X Jill Lampley 2393374848 9470 HealthPark Circle Fort Myers FL 33908 Bo Turbeville Chair 0.5 1.0 X X 0 0 0 Jerry Nichols Vice Chair 0.5 1.0 X X 0 0 0 Charles Idelson Treasurer 0.5 1.0 X X 0 0 0 Richard Ackert Secretary 0.5 1.0 X X 0 0 0 Sandy Robinson Past Chair 0.5 1.0 X X 0 0 0 Samira Beckwith President / CEO 5.0 55.0 X X 0 563506 38823 West McCann Board Member 0.5 1.0 X 0 0 0 Sandra Stilwell Youngquist Board Member 0.5 1.0 X 0 0 0 Larry Hart Board Member 0.5 1.0 X 0 0 0 Tom Giles Board Member 0.5 1.0 X 0 0 0 Madlyn Dornaus Board Member 0.5 1.0 X 0 0 0 Noreen Diplacido Board Member 0.5 1.0 X 0 0 0 Rev Dr Tim Halverson Board Member 0.5 1.0 X 0 0 0 Joe Gammons Board Member 0.5 1.0 X 0 0 0 Bob Simpson Board Member 0.5 1.0 X 0 0 0 Trudi Williams Board Member 0.5 1.0 X 0 0 0 Lori Shaffer Board Member 0.5 1.0 X 0 0 0 Jill Lampley CFO 5.0 45.0 X 0 247446 21057 0 810952 59880 0 false true false Gulf Coast Village Home Health 1333 Santa Barbara Blvd Cape Coral FL 33991 Home Health Staff Services Florida Rehability Inc 3981 Wellington Parkway Palm Harbor FL 34684 Home Health Services 0 590 590 Patient Service Revenue 623990 1235912 1235912 0 0 0 0 1235912 1054 1054 0 0 0 0 Other Income 900099 6030 6030 0 0 0 0 6030 1243586 1235912 0 7084 1317970 1179556 138414 198442 172583 25859 84181 70070 14111 5013 4863 150 124040 124040 0 0 15266 15250 16 Printing 5760 5587 173 Medical Supplies 18975 18975 Repairs & Maintenance 12007 11647 360 Dues & Subscriptions 9033 9033 8305 8305 0 0 1798992 1619909 179083 0 1933160 2785886 1021065 1022087 162034 114396 0 0 0 0 13898 12623 0 0 0 0 0 0 0 0 3130157 3934992 49796 35089 0 4205340 5701222 4255136 5736311 X -1124979 -1801319 -1124979 -1801319 3130157 3934992 X -555406 -120934 X true X true X true false X 0 361 3228 93 590 4272 184211 920678 1031251 1278916 1235912 4650968 0 0 0 184211 921039 1034479 1279009 1236502 4655240 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4655240 77 1218 1533 1171 1054 5053 0 77 1218 1533 1171 1054 5053 0 0 12864 5480 1350 6030 25724 184288 935121 1041492 1281530 1243586 4686017 0.9934 0.9944 0.0011 0.0010 X Schedule A, Part III Fiscal Years Identified Because of Short Year Public Support is measured using a 5-year computation period that includes the current and four prior tax years (including short years). The Organization changed its tax year in 2014 to September 30th, resulting in a short year period. The chart below clarifies the information presented in Schedule A, Part III: Column (a) - 3 month period ending 9/30/2014 Column (b) - Fiscal year ending 9/30/2015 Column (c) - Fiscal year ending 9/30/2016 Column (d) - Fiscal year ending 9/30/2017 Column (e) - Fiscal year ending 9/30/2018 Schedule A, Part III, Line 12 Other Income DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - 0.0, COLUMN B - 12864.0, COLUMN C - 5480.0, COLUMN D - 1350.0, COLUMN E - 6030.0, COLUMN F - 25724.0; Intercompany Payable 5701222 5701222 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization is a nonprofit corporation as described in Section 501(c)(3) of the Internal Revenue Code and is exempt from federal and state income taxes. The Organization's income tax returns are subject to review and examination by federal and state authorities. The Organization is not aware of any activities that would jeopardize its tax-exempt status. The Organization is also not aware of any activities that are subject to tax as unrelated business income, excise, or other taxes. The Organization is in compliance with the income tax standard regarding the recognition and measurement of uncertain tax positions. This guidance clarifies the accounting for uncertainty in income taxes recognized in an Organization's financial statements. The implementation of this standard had no impact on the Organization's financial statements. false true false false false false false false false Samira Beckwith President / CEO 0 471799 0 50000 0 41707 0 11934 0 26889 0 602329 0 0 Jill Lampley CFO 0 235812 0 0 0 11634 0 10937 0 10120 0 268503 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The Organization relies on the related Organization, Hope Hospice to establish the Compensation of the top Management Official. Hope Hospice uses all of the methods listed in Question #3. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan The following contributed to a nonqualified retirement 457(f) plan: Samira Beckwith 18,000; Jill Lampley 18,000 Form 990, Part V, Line 2a Number of Employees Reported on Form W-3 The Salaries, Benefits and Taxes reported on Page 10, Part IX, Lines 5 through 10 are paid by the Related Entity, Hope Hospice and Community Services, Inc. Form 990, Part VI, Line 1a Delegate broad authority to a committee During the tax year, the Board of Directors delegated broad authority to act on its behalf to an Executive Committee composed of the Chair, Vice Chair, Secretary, and Treasurer. The Executive Committee is authorized to handle any matters referred to it by the Board of Directors. In addition, it is authorized all powers of the Board during the interval between meetings of the Board, except and excluding purchase, sale, lease or encumbering of real property. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons CHARLES IDELSON, SAMIRA BECKWITH, RICHARD ACKERT - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body A copy of the Organization's final Form 990 (including required schedules), as ultimately filed with the IRS, was provided to each voting member of the Board of Directors prior to its filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy All Board members and employees are provided a copy of the Conflict of Interest Policy. Employees are required to sign a "Conflict of Interest Disclosure Statement" at the time of hire and to update the information if changes occur. Board Members sign a "Conflict of Interest Disclosure Statement" annually and when changes occur. Records of disclosure statements are maintained by the CEO. During Board Meetings, voting Members are required to disclose whether they have a Conflict of Interest on the issue at hand. If a conflict is identified, the Member is excluded from voting on the issue. Form 990, Part VI, Line 19 Required documents available to the public All requests for documents must be approved by the President / CEO or Treasurer prior to release. The information will be prepared and clearly marked "Audited" or "Un-Audited", as appropriate. The purpose and the intended use of the requested material and the source of the request should be made clear. Form 990, Part XI, Line 9 Other changes in net assets or fund balances Bad Debt - -120934; Form 990, Part XII, Line 2a ORGANIZATION'S FINANCIAL STATEMENTS THE ORGANIZATIONS FINANCIAL STATEMENTS WERE COMPILED BY AN INDEPENDENT AUDITOR AS A PART OF THE PREPARATION OF THE MEDICARE COST REPORT FOR THE FISCAL YEAR 10/1/2017 THROUGH 9/30/2018. Form 990, Part XII, Line 2b ORGANIZATION'S FINANCIAL STATEMENTS THE ORGANIZATION'S FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDING 9/30/2018 WERE INCLUDED AS A PART OF THE CONSOLIDATED FINANCIAL STATEMENTS OF THE RELATED PARTY, HOPE HOSPICE AND COMMUNITY SERVICES, INC., AND WERE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. HOPE HOSPICE & COMMUNITY SERVICES INC 9470 HEALTHPARK CIRCLE FORT MYERS FL 33908 592128697 HealthCare Service Organization FL 501(c)(3) 7 HOPE HOSPICE & COMMUNITY SERVICES INC false false false false false true false false false false false false false false true true false false false false