2019-05-15T14:01:35-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2017-07-01 232103781 VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA VISI 2154730772 3300 HENRY AVENUE NO 500 PHILADELPHIA PA 19129 JOSH SULLIVAN CFO 2154730772 2019-05-14 1 VICKI RAIVITCH CPA P02060731 2156433900 67.137.57.251 2019-05-14 16:29:57 ED P AF616F116917C551B4DEF99051D0BDBE8FF0EACC 13A88A5408B94E63F7C5E284B654CF717B7263EC 2017 2019-02-21 02:37:17Z ELWOOD HUNGARTER 3300 HENRY AVENUE NO 500 PHILADELPHIA PA 19129 31231895 0 X WWW.VNAPHILLY.ORG X 1886 PA THE VNA PROVIDES HOME HEALTH AND HOSPICE SERVICES FOR PATIENTS WITH ACUTE AND CHRONIC ILLNESSES. 13 13 424 98 0 4874 1209662 1438240 32772956 29748769 2942 3853 31129 10763 34016689 31201625 0 0 0 0 26207956 25486225 0 0 0 7622802 7063232 33830758 32549457 185931 -1347832 6942666 5588923 5688914 5683003 1253752 -94080 X THE VISITING NURSE ASSOCIATION'S ("VNA") EXCLUSIVE MISSION IS TO PROVIDE HOME HEALTH AND HOSPICE SERVICES, WHICH INCLUDE NURSING CARE FOR PATIENTS WITH ACUTE AND CHRONIC ILLNESSES, VARIOUS THERAPY DISCIPLINES, SOCIAL WORK, AND HOME HEALTH AIDE SERVICES. ALL REVENUES AND CONTRIBUTIONS RECEIVED ARE UTILIZED TO FURTHER THE ORGANIZATION'S MISSION. SERVICES ARE PROVIDED TO THE UNINSURED AND UNDERINSURED INDIGENT POPULATION OF THE PHILADELPHIA REGION. 0 0 21958368 0 29748769 THE VISITING NURSE ASSOCIATION'S ("VNA") EXCLUSIVE MISSION IS TO PROVIDE HOME HEALTH AND HOSPICE SERVICES, WHICH INCLUDE NURSING CARE FOR PATIENTS WITH ACUTE AND CHRONIC ILLNESSES, VARIOUS THERAPY DISCIPLINES, SOCIAL WORK, AND HOME HEALTH AIDE SERVICES. ALL REVENUES AND CONTRIBUTIONS RECEIVED ARE UTILIZED TO FURTHER THE ORGANIZATION'S MISSION. SERVICES ARE PROVIDED TO THE UNINSURED AND UNDERINSURED INDIGENT POPULATION OF THE PHILADELPHIA REGION. THE HOME CARE DIVISION OF THE VNA PROVIDED 91,262 VISITS TO 6,993 PATIENTS IN THE FISCAL YEAR ENDED JUNE 30, 2018. THE HOSPICE DIVISION OF THE VNA ALSO PROVIDED CONTINUOUS, ROUTINE, RESPITE AND GENERAL INPATIENT CARE DAYS TOTALING 73,165 DAYS TO 1,500 PATIENTS IN THE FISCAL YEAR ENDED JUNE 30, 2018. 21958368 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 46 0 424 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 2154730772 3300 HENRY AVENUE NO 500 PHILADELPHIA PA 19129 BARBARA M COHEN TRUSTEE 0.50 0.50 X 0 0 0 ERIC M EISENSTEIN PHD TRUSTEE 0.50 0.50 X 0 0 0 JOANN K ERB PHD RN TRUSTEE 0.50 0.50 X 0 0 0 JULIE A FAIRMAN PHD RN FAAN TRUSTEE 0.50 0.50 X 0 0 0 STUART H FINE DHA TRUSTEE 0.50 0.50 X 0 0 0 JONATHAN D KENNEDY TRUSTEE 0.50 0.50 X 0 0 0 MELISSA O'CONNOR PHD MBA RN COS-C TRUSTEE 0.50 0.50 X 0 0 0 JOHN T SASSO TRUSTEE 0.50 0.50 X 0 0 0 WILLIAM L STULGINSKY TRUSTEE 0.50 1.50 X 0 0 0 VALERIE WEBER MD MS FACP TRUSTEE 0.50 0.50 X 0 0 0 M ELIZABETH BLIGAN CHAIR 0.50 0.50 X X 0 0 0 KELLY A THORNTON CPA VICE CHAIR AND TREASURER 0.50 0.50 X X 0 0 0 KATHLEEN CZEKANSKI PHD RN CNE SECRETARY 0.50 0.50 X X 0 0 0 WALTER W BORGINIS III PRESIDENT AND CEO 39.50 0.50 X 348129 0 54108 DAWN M MICHELIZZI EXEC. SVP AND CFO (TO MAY 2018) 39.50 0.50 X 163620 0 25023 STANLEY J SAVINESE MEDICAL DIRECTOR 40.00 0.00 X 225363 0 35899 DAWN E SEIDERS MEDICAL DIRECTOR 40.00 0.00 X 222740 0 33771 ROXANA LEVITO UNION NURSE 40.00 0.00 X 185660 0 28638 ELIZABETH A REIMET MEDICAL DIRECTOR 40.00 0.00 X 169997 0 25552 TINIKA STUBBS UNION NURSE 40.00 0.00 X 148063 0 22923 1463572 0 225914 32 0 1 0 HOME HEALTHWORKS INC 6403 MCPHERSON ST LEVITTOWN PA 19057 HOME HEALTHCARE STAFFING 468695 MCKESSON INFORMATION SOLUTIONS LLC 400 DELRAN PKWY DELRAN NJ 08075 INFORMATION TECHNOLOGY 313417 BLACKTREE HEALTHCARE CONSULTING ONE FAYETTE STREET SUITE 425 CONSHOHOCKEN PA 19428 HEALTHCARE CONSULTANTS 209316 JANI-KING OF PHILADELPHIA INC 2500 EISENHOWER AVE NORRISTOWN PA 19403 JANITORIAL SERVICE 182699 SKILLED NURSING INC 955 HORSHAM RD 205 HORSHAM PA 19044 SKILLED NURSING AGENCY 180169 11 4676 70895 1103134 259535 1438240 NET PATIENT SERVICE REVENUE 621610 29748769 29748769 29748769 3853 3853 7020 70895 30270 -23250 -23250 INSURANCE PROCEEDS-WATER DAMAGE 900099 29923 29923 MISCELLANEOUS INCOME 900099 4090 4090 34013 31201625 29748769 0 14616 652060 652060 20125533 12479734 7645799 555771 326821 228950 2036634 1192968 843666 2116227 1431310 684917 74051 74051 70900 70900 2459989 2207486 252503 358395 238133 120262 25535 25535 844688 844688 358688 286055 72633 31873 20917 10956 24319 24319 112877 31985 80892 222907 57303 165604 PHARMACEUTICALS 977568 977568 PATIENT EQUIPMENT 553493 553493 BAD DEBT EXPENSE 281701 281701 MEDICAL SUPPLIES 241350 241350 424898 84942 339956 32549457 21958368 10591089 0 689279 276731 750468 100000 3586069 2955646 1003248 1141357 5259435 5005589 257915 253846 655687 861343 6942666 5588923 4319213 4656778 466169 445063 833333 500000 70199 81162 5688914 5683003 X 1230407 -328618 23345 234538 1253752 -94080 6942666 5588923 -1347832 0 X 0 1 X 1 0 X 1237047 1205152 1306143 1208678 1438240 6395260 31132774 30806570 31642679 32772956 29748769 156103748 32369821 32011722 32948822 33981634 31187009 162499008 38100 5000 20000 10000 15000 88100 0 38100 5000 20000 10000 15000 88100 162410908 5824 7718 3441 2942 3853 23778 5824 7718 3441 2942 3853 23778 14968 5988 9464 36886 34013 101319 32390613 32025428 32961727 34021462 31224875 162624105 0.99870 0.99880 0.00010 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 14,968. 2014 AMOUNT: $ 5,988. 2015 AMOUNT: $ 9,464. 2016 AMOUNT: $ 36,886. 2017 AMOUNT: $ 4,090. INSURANCE PROCEEDS - 2017 AMOUNT: $ 29,923. 307901 273918 33983 4430715 4210852 219863 520819 520819 0 253846 DUE FROM AFFILIATES 474276 ESCROW DEPOSITS 137042 OTHER ASSETS 250025 861343 ESTIMATED THIRD-PARTY PAYOR SETTLEMENT 81162 81162 X PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2018 AND 2017. THE ORGANIZATION DOES NOT PERFORM ANY ACTIVITIES THAT WOULD BE SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE, IT HAS NOT FILED FORM 990-T, EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX DEFICIENCIES IN SUPPLIES AND OTHER EXPENSES. CARING AWARDS 50718 43698 7020 3122 11599 1287 5651 HOSPICE BUTTERFLY RELEASE 16149 16149 1409 1158 1300 2082 1 6288 6288 1091 73155 66135 7020 4531 12757 2587 8824 28699 -21679 X X X 0 0 0 0 0 0 0 0 0 WALTER W BORGINIS III PRESIDENT AND CEO 348129 0 0 0 0 0 9450 0 44658 0 402237 0 0 0 DAWN M MICHELIZZI EXEC. SVP AND CFO (TO MAY 2018) 163620 0 0 0 0 0 5815 0 19208 0 188643 0 0 0 STANLEY J SAVINESE MEDICAL DIRECTOR 225363 0 0 0 0 0 8343 0 27556 0 261262 0 0 0 DAWN E SEIDERS MEDICAL DIRECTOR 222740 0 0 0 0 0 3323 0 30448 0 256511 0 0 0 ROXANA LEVITO UNION NURSE 185660 0 0 0 0 0 6655 0 21983 0 214298 0 0 0 ELIZABETH A REIMET MEDICAL DIRECTOR 169997 0 0 0 0 0 5938 0 19614 0 195549 0 0 0 TINIKA STUBBS UNION NURSE 148063 0 0 0 0 0 4133 0 18790 0 170986 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PHILADELPHIA HOME CARE, A RELATED 501(C)(3) PUBLIC CHARITY, IS THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER ELECTS THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO THE PROVISIONS IN THE BYLAWS RELATED TO THE MEMBER MUST BE APPROVED BY THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE ORGANIZATION'S EXECUTIVE MANAGEMENT, BOARD OF DIRECTORS, AND AUDIT COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ANY TRUSTEE OR PRINCIPAL OFFICER. A POTENTIAL CONFLICT MUST BE DISCLOSED TO THE TRUSTEES. AFTER DISCLOSURE OF THE POTENTIAL CONFLICT AND ALL MATERIAL FACTS BY THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING TRUSTEES. IF A CONFLICT IS IDENTIFIED, THE TRUSTEES SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE TRUSTEES SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER OR NOT TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. EACH PERSON COVERED UNDER THIS POLICY IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICAL IS REVIEWED BY THE COMPENSATION COMMITTEE, COMPOSED OF CERTAIN MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE'S RECOMMENDATIONS ARE THEN REVIEWED AND APPROVED BY THE ENTIRE BOARD; THIS DELIBERATION AND APPROVAL IS DOCUMENTED IN THE MINUTES. THE COMMITTEE CONSIDERS CURRENT SALARY, POSITION, AND THEIR RELATION TO CONTEMPORARY POSITIONS IN OUR INDUSTRY GROUPING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. VNA PHYSICIAN SERVICES LLC 3300 HENRY AVENUE SUITE 500 PHILADELPHIA PA 19129 274947044 BILLING ASSISTANCE PA 185000 0 VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA PHILADELPHIA HOME CARE 3300 HENRY AVENUE SUITE 500 PHILADELPHIA PA 19129 232286042 TO SUPPORT VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA PA 501(C)(3) LINE 12B, II N/A 0 STARR CENTRE ASSOCIATION 3300 HENRY AVENUE SUITE 500 PHILADELPHIA PA 19129 236004544 TO SUPPORT VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA PA 501(C)(3) LINE 12B, II PHILADELPHIA HOME CARE 0 VISITING NURSE SOCIETY OF PHILADELPHIA 3300 HENRY AVENUE SUITE 500 PHILADELPHIA PA 19129 231352575 TO SUPPORT VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA PA 501(C)(3) LINE 12B, II PHILADELPHIA HOME CARE 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0