2017-11-15T09:25:04-06:00 2016-12-31 340677006 Maloney Novotny LLC 1111 Superior Ave Suite 700 Cleveland OH 441142540 990 2016-01-01 340714722 VISITING NURSE ASSOCIATION OF CLEVELAND VISI 2169311300 2500 East 22nd Street Cleveland OH 441153204 LISA KRISTOSIK COO 2169311300 2017-11-14 1 Christopher B Anderson P00226559 2163630100 209.116.109.2 2017-11-15 09:13:50 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F0962BFF9ACD815FD594AA84AFE8725155222DCF 2016 2017-02-10 21:41:12Z LISA KRISTOSIK 2500 EAST 22ND STREET CLEVELAND OH 44115 17621747 0 X www.vnaohio.org X 1902 OH TO PROVIDE COMPASSIONATE, INNOVATIVE, AND EFFECTIVE COMMUNITY-BASED CARE THAT PROMOTES HEALTH, INDEPENDENCE AND DIGNITY TO THOSE WE SERVE IN NORTHEAST AND CENTRAL OHIO. 17 16 215 0 0 0 802037 753242 16659534 16192858 1020951 513100 155977 108910 18638499 17568110 0 0 0 0 11103283 11482122 0 0 0 6928488 5369281 18031771 16851403 606728 716707 26654148 21974921 7607746 2015228 19046402 19959693 TO PROVIDE COMPASSIONATE, INNOVATIVE, AND EFFECTIVE COMMUNITY-BASED CARE THAT PROMOTES HEALTH, INDEPENDENCE AND DIGNITY TO THOSE WE SERVE IN NORTHEAST AND CENTRAL OHIO. 0 0 13528996 16192858 Provides skilled nursing, home care aide and rehabilitationservices under physician direction to home-bound patients. Theseservices include health education and prescribed therapuetictreatments. The agency admitted 5,293 patients in 2016. 13528996 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 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 0 1 1 1 0 0 1 9 0 1 215 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X YING CAI 2169311300 2500 EAST 22ND STREET CLEVELAND OH 44115 Rufus Heard BOARD TRUSTEE 1.00 1.00 X 0 0 0 Alan F Dowling PhD BOARD TRUSTEE 1.00 1.00 X 0 0 0 Daniel A Fedeli board truSTEE 1.00 1.00 X 0 0 0 Tom Seay board vice chair/TREASURER 1.00 1.00 X X 0 0 0 Barbara Walker BOARD secretary 1.00 1.00 X X 0 0 0 Kevin Yates BOARD TRUSTEE 1.00 1.00 X 0 0 0 Elizabeth Madigan BOARD chair 5.00 5.00 X X 0 0 0 Robert Solich BOARD TRUSTEE 1.00 1.00 X 0 0 0 Judith E Auletta Board Trustee 1.00 1.00 X 0 0 0 Kerry E Capwell Board Trustee 1.00 1.00 X 0 0 0 Anthea R Daniels Board Trustee 1.00 1.00 X 0 0 0 Paula Makdad Shaw Board Trustee 1.00 1.00 X 0 0 0 JAMES SCHAUM Board Trustee/ceo 5.00 40.00 X X 0 16000 0 CATHY ROSCOE-HERBERT BOARD TRUSTEE 1.00 1.00 X 0 0 0 ISABEL SANCHEZ-CUMMINGS BOARD TRUSTEE 1.00 1.00 X 0 0 0 SYMANTHA M BOWEN BOARD TRUSTEE 1.00 1.00 X 0 0 0 VICTORIA NADZAM BOARD TRUSTEE 1.00 1.00 X 0 0 0 Claire M Zangerle BOARD AT LARGE (President/CEO) 5.00 40.00 X 0 250615 0 Janis E Lyons cfo 0.00 40.00 X 0 138168 0 Lisa Kristosik COO 0.00 40.00 X 0 172860 0 Emily Kelly General Counsel 5.00 40.00 X 0 159270 17296 Christine Marsick Hospice Medical Director 0.00 40.00 X 0 290470 9993 Teresa Wimms Chief Admin. Officer 0.00 40.00 X 0 124064 11559 HELEN VAFAIE MENTAL HEALTH M.D. 40.00 0.00 X 119040 0 180 MICHELLE KERR CHIEF CLINICAL OFFICER 0.00 40.00 X 0 125819 11559 EUGENE KARLEN CHIEF HUMAN RESOURCE DIRECTOR 0.00 40.00 X 0 112693 4785 HOLLY COUGHLIN CHIEF BUSINESS DEV. 0.00 40.00 X 0 105019 4798 119040 1494978 60170 1 0 1 0 REIDY MEDICAL SUPPLY PO BOX 713079 CINCINNATI OH 45271 MEDICAL SUPPLIES 283459 DEULEY HOME REHABILITATION 35104 EUCLID AVENUE SUITE 311 WILLOUGHBY OH 44094 PURCHASED THERAPY 182305 MCKESSON INFORMATION TECHNOLOGIES ONE POST STREET SAN FRANCISCO CA 94104 clinical records system usage 144378 ECLIPSE HEALTHCARE 2106 BRAEWICK CIRCLE AKRON OH 44313 purchased thERAPY 130993 4 45325 287060 420857 753242 MEDICARE 621610 14054336 14054336 MEDICAID 621610 1328661 1328661 THIRD PARTY PAYORS 621610 760182 760182 SELF PAY 621610 49679 49679 16192858 513100 513100 162547 53637 108910 108910 17568110 16192858 0 622010 X 9462342 7191380 2270962 1004505 763424 241081 1015275 771609 243666 6389 6389 38813 29498 9315 37451 28463 8988 2461530 2103482 358048 82704 82704 257292 195542 61750 333512 253469 80043 454466 453660 806 21759 16537 5222 76065 57809 18256 BAD DEBTS 1246279 1246279 MEDICAL SUPPLIES 283469 283469 MISCELLANEOUS 61328 51671 9657 RECRUITMENT 8224 8224 16851403 13528996 3322407 0 463 2139078 1736348 3012517 2939032 254197 225133 6333234 6294804 70390 38430 16020656 11165588 101250 101250 5055597 5769140 26654148 21974921 2069207 2005123 13539 10105 5525000 0 7607746 2015228 X 12772528 14154768 51450 51450 6222424 5753475 19046402 19959693 26654148 21974921 X 716707 235559 -38975 X 0 1 X 1 0 X 743905 874904 866833 941442 753242 4180326 743905 874904 866833 941442 753242 4180326 4180326 925425 1072541 844388 1020951 513100 4376405 160240 49876 55417 16572 162547 444652 9001383 82958377 0.46440 0.42120 X Schedule A, Part II, Line 10, Explanation of Other Income: OTHER INCOME - 2012 Amount: $ 160,240. 2013 Amount: $ 49,876. 2014 Amount: $ 55,417. 2015 Amount: $ 16,572. 2016 Amount: $ 0. FUNDRAISING INCOME - 2016 Amount: $ 162,547. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69364 68515 849 5824039 5786458 37581 439831 439831 0 38430 INTERCOMPANY RECEIVABLES 5769140 5769140 TREASURES OF CLEVELAND 82210 82210 18779 400 6742 ROCKIN' FOR THE CAUSE 80337 80337 25466 1200 1050 162547 162547 44245 1600 7792 53637 108910 X X X X 1 0 0 0 0 0 0 0 0 Claire M Zangerle BOARD AT LARGE (President/CEO) 0 250615 0 0 0 0 0 0 0 0 0 250615 0 0 Lisa Kristosik COO 0 172860 0 0 0 0 0 0 0 0 0 172860 0 0 Emily Kelly General Counsel 0 159270 0 0 0 0 0 0 0 17296 0 176566 0 0 Christine Marsick Hospice Medical Director 0 290470 0 0 0 0 0 0 0 9993 0 300463 0 0 PART I, LINE 4A- SEVERANCE PAYMENTS: EMILY KELLY, GENERAL COUNSEL/ceo, LEFT THE ORGANIZATION IN OCTOBER 2016. THE GROSS AMOUNT OF SEVERANCE PAY IN 2016 WAS $28,461. TERESA WIMMS, CHIEF ADMIN OFFICER, LEFT THE ORGANIZATION IN JUNE 2016. THE GROSS AMOUNT OF SEVERANCE PAY IN 2016 WAS $31,094. Form 990, Part VI, Section A, line 6 MEMBERS OF THE ORGANIZATION - The organization has one member. The Visiting Nurse Association Healthcare Partners of Ohio is the sole member. This organization's board reports in a professional/advisory role to the Visiting Nurse Association Healthcare Partners Of Ohio's governance board. Form 990, Part VI, Section B, line 11b REVIEW OF FORM 990 - THE BOARD HAS DELEGATED AUTHORITY TO REVIEW FORM 990 TO THE FINANCE COMMITTEE. THE FULL 990 IS REVIEWED WITH MANAGEMENT AND THE FINANCE COMMITTEE. THE FULL 990 IS SENT TO THE BOARD PRIOR TO FILING. Form 990, Part VI, Section B, line 12c MONITORING AND ENFORCEMENT OF CONFLICT POLICY - Annual completion of the conflict of interest forms for officers and directors provides regular review of potential conflicts which may arise. Form 990, Part VI, Section B, line 15 COMPENSATION REVIEW AND APPROVAL - THE CHIEF HUMAN RESOURCE OFFICER CONDUCTS A MARKET COMPENSATION STUDY TO ESTABLISH SALARY RANGES FOR ALL AGENCY EMPLOYEES. FINDINGS ARE REVIEWED WITH TOP MANAGEMENT TO DETERMINE IF COMPENSATION STRUCTURES NEED REVISION. IF REVISIONS ARE NEEDED, THEY ARE PRESENTED FOR APPROVAL TO THE HUMAN RESOURCE COMMITTEE OF THE BOARD. IF APPROVED, THE SALARY STRUCTURE IS MODIFIED TO KEEP THE ORGANIZATION COMPETITIVE IN THE ECONOMIC MARKET. THE LAST SALARY REVIEW WAS IN 2010. Form 990, Part VI, Section C, line 19 AVAILABILITY OF DOCUMENTS - Certain agencies receive the audited financial statements as required by our business relationship with them. All others are able to obtain the audited financial statements via written request. The governing documents and conflict of interest policy are available upon request. Form 990, Part IX, line 11g PURCHASED HEALTH SERVICES: Program service expenses 2,103,482. Management and general expenses 358,048. Fundraising expenses 0. Total expenses 2,461,530. Form 990, Part XI, line 9: CHANGE IN INTEREST SWAP LIABILITY -38,975. VISITING NURSE ASSOC OF MID-OHIO 2500 EAST 22ND STREET CLEVELAND OH 44115 341913736 HOME HEALTHCARE OH 501(c)(3) Line 7 VNA HPO 1 VNA HOUSECALLS 2500 EAST 22ND STREET CLEVELAND OH 44115 300240348 HOME HEALTHCARE OH 501(c)(3) Line 7 VNA HPO 1 VISITING NURSE ASSOC OF CLEVELAND HOSPICE 2500 EAST 22ND STREET CLEVELAND OH 44115 341638790 HOME HEALTHCARE OH 501(c)(3) Line 7 VNA HPO 1 VNA CARE PLUS 2500 EAST 22ND STREET CLEVELAND OH 44115 341622010 HOME HEALTHCARE OH 501(c)(3) Line 7 VNA HPO 1 VISITING NURSE ASSOCIATION HEALTHCARE PARTNERS OF OHIO 2500 EAST 22ND STREET CLEVELAND OH 44115 341816401 HEALTHCARE MANAGEMENT OH 501(c)(3) Line 10 N/A 0 VNA ENTERPRISES 2500 EAST 22ND STREET CLEVELAND OH 441153204 341558796 HOME HEALTHCARE OH N/A C 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 VNA HEALTHCARE PARTNERS OF OHIO M 2146978 BOOK VALUE