2017-05-03T10:01:45-05:00 2016-09-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2015-10-01 592804739 VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC VISI 7725675551 1110 35TH LANE VERO BEACH FL 329606549 MARY LINN HAMILTON PRESIDENT/CEO 7725675551 2017-04-28 1 AMY CHAPMAN P00843460 4078021200 2017-04-28 2015 2021-01-29 14:40:06Z MARY LINN HAMILTON 1110 35TH LANE VERO BEACH FL 329606549 3535858 0 X WWW.VNATC.COM X 1987 FL TO ENABLE THE VNA TO WELCOME ALL PATIENTS IN NEED, REGARDLESS OF THEIR FINANCIAL RESOURCES. 16 15 0 145 0 0 2771572 2588587 1350 1125 -25055 777002 -37747 -34857 2710120 3331857 2173838 2458287 0 0 472770 490233 0 0 619478 1091052 867485 3737660 3816005 -1027540 -484148 21311522 22244225 963772 1302061 20347750 20942164 X TO SOLICIT AND RAISE FUNDS AND ENDOWMENTS THAT ENABLE THE VNA TO WELCOME ALL PATIENTS IN NEED, REGARDLESS OF THEIR FINANCIAL RESOURCES AND LACK OF SUPPORT SYSTEM. 0 0 1125 THROUGH A COMPREHENSIVE AND INTEGRATED FUND DEVELOPMENT PLAN FOCUSED ON DONOR-CENTERED STRATEGIES, SOLICIT CHARITABLE FUNDS FOR THE SUPPORT OF THE VNA OF THE TREASURE COAST AND AFFILIATES FOR HOME HEALTH, HOSPICE AND COMMUNITY WELLNESS. THIS INCLUDES START-UP CAPITAL FOR PROGRAM INITIATIVES AND SUSTAINABILITY OF THE VNA HOSPICE HOUSE.THE REVENUE ABOVE IS STRICTLY GENERATED BY REGISTRATION FEES FOR CONTINUING EDUCATION SEMINARS HOSTED TWICE A YEAR BY THE FOUNDATION AS A STEWARDSHIP SERVICE TO THE LOCAL PROFESSIONAL ADVISOR COMMUNITY. THE FOUNDATION WORKS WITH THESE COLLEAGUES AND THEIR CLIENTS TO LEAVE A LEGACY TO THE VNA THROUGH A PLANNED GIFT. 2697216 2458287 THE MAJORITY OF THE EXPENSES INCURRED BY THE FOUNDATION RELATE TO THE SUPPORT GIVEN TO THE VNA OF THE TREASURE COAST & ITS AFFILIATES FOR HOME HEALTH, HOSPICE & COMMUNITY WELLNESS. THESE GRANTS FUND DIRECT PATIENT HOME HEALTH & HOSPICE CARE, COMMUNITY WELLNESS CLINICS, OPERATIONAL SUPPORT OF THE VNA HOSPICE HOUSE, PROGRAM INITIATIVES & UPGRADED TECHNOLOGY TO ENHANCE EFFICIENCIES & PATIENT CARE OUTCOMES. DURING THE TAX YEAR, UNPAID VOLUNTEERS CONTRIBUTED MORE THAN 48,956 HOURS OF THEIR TIME IN SUPPORT OF HOSPICE. VOLUNTEERS ASSISTED IN VARIOUS PROGRAM AREAS. BASED UPON THE HOURLY VOLUNTEER RATE OF APPROX. $24/HR. IN 2016 FOR THE STATE OF FL PER THE BUREAU OF LABOR STATISTICS, THE DOLLAR VALUE OF THOSE VOLUNTEER HOURS WAS APPROX. $1.1 MIL. NO AMOUNTS HAVE BEEN REFLECTED IN THIS RETURN FOR THOSE DONATED SERVICES. THE FOUNDATION HAS A DEDICATED AND ROBUST GIFT PLANNING STRATEGY TO CULTIVATE, SOLICIT AND STEWARD DONORS TO INCLUDE THE FOUNDATION IN THEIR ESTATE PLANS WHICH CAN INCLUDE, WILLS, TRUSTS, RETIREMENT ACCOUNTS, LIFE INSURANCE, AND CHARITABLE GIFT ANNUITIES. PARTNERING WITH THE DONOR'S TRUSTED FINANCIAL OR LEGAL ADVISOR IS A CRITICAL COMPONENT OF THE PROGRAM AND REQUIRES SIMILAR CULTIVATION, SOLICITATION AND STEWARDSHIP PLANS. IN THE MOST RECENT FISCAL YEAR, THE TOTAL DONOR DOLLARS RECEIVED THROUGH PLANNED GIFTS WAS $780,957. UPON NOTIFICATION OF THE PASSING OF A DONOR WHO HAS INCLUDED VNA IN THEIR ESTATE PLANS, THE ADMINISTRATION PROCESS CAN BE LENGTHY WITH A 12-18 MONTH TIMELINE FOR RECEIPT OF GIFT IN MOST CASES. 2697216 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X MARY BLUMSTEIN 7729785550 1110 35TH LANE VERO BEACH FL 32960 X KATHIE PIERCE CHAIRMAN 20.00 X X 0 0 0 EMILY SHERWOOD VICE CHAIRMAN 5.00 X X 0 0 0 JOHN CAMPIONE VICE CHAIRMAN 1.00 X X 0 0 0 W ANDREW WHITE TREASURER 2.00 X X 0 0 0 THOMAS C LEE JR SECRETARY 1.00 X X 0 0 0 MARY LINN HAMILTON CEO/PRESIDENT 3.00 37.00 X X 0 277947 21052 ANN MARIE MCCRYSTAL DIRECTOR 20.00 1.50 X 0 0 0 CAROL KANAREK DIRECTOR 1.00 1.00 X 0 0 0 SUE TOMPKINS DIRECTOR 1.00 5.50 X 0 0 0 MARTA SCHNEIDER DIRECTOR 1.00 1.00 X 0 0 0 ANNE COONEY DIRECTOR 1.00 X 0 0 0 ANTHONY DONADIO DIRECTOR 1.00 X 0 0 0 COLLEEN BONNER DIRECTOR 1.00 X 0 0 0 J VINCENT BOYLE DIRECTOR 1.00 X 0 0 0 SARAH CONNORS DIRECTOR 1.00 X 0 0 0 CAROL C FINCK DIRECTOR 1.00 X 0 0 0 BILL STEWART DIRECTOR 1.00 X 0 0 0 CHIP WOODY DIRECTOR 1.00 X 0 0 0 MARY BLUMSTEIN VP OF FINANCE 5.00 35.00 X 0 114499 6478 KERRY BARTLETTDEC2015-SEP2016 VP OF FOUNDATION 40.00 X 0 4327 0 M WENDY O'NEIL FORMER VP OF FOUNDATION 40.00 X 0 100228 2699 0 497001 30229 0 0 1 0 0 311830 2276757 2588587 SEMINAR REGISTRATION 900099 1125 1125 1125 433871 433871 512275 169144 343131 343131 343131 0 311830 34857 -34857 -34857 3331857 1125 0 742145 2458287 2458287 120472 84330 36142 301215 127840 173375 2677 239 2438 34060 13307 20753 31809 16060 15749 98858 26682 72176 26132 26132 2600 2600 108976 32107 76869 36795 17161 19634 64255 64255 965 947 18 43753 20849 22904 195578 193844 1734 RESERVE FOR CGA PAYMENT 153288 153288 HOME OFFICE ALLOCATION 91200 91200 OTHER VNA SUPPORT EXPEN 45085 45085 3816005 2697216 499311 619478 185007 57076 351442 89906 66983 32917 42007 6155481 3955402 2336647 2200079 18036370 19598847 279233 279233 21311522 22244225 41509 32449 922263 1269612 963772 1302061 X 7407857 7522645 5763764 6212390 7176129 7207129 20347750 20942164 21311522 22244225 X -484148 1076772 1790 X X 0 1 X 1 0 X X X 4 VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC 591645497 9 1 428329 0 VNA HOSPICE OF INDIAN RIVER COUNTY INC 592402136 9 1 1445335 0 VNA SPACE COAST INC 651002301 9 1 39450 0 VNA OF THE TREASURE COAST INC 592664912 9 1 545173 0 4 2458287 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8647027 31000 1078928 -382994 -45760 9328201 9381210 74750 -333017 74750 26564 8647027 8613064 79571 793537 70591 34371 9381210 6986529 1162827 872641 408933 8613064 6917778 68751 6986529 0.77260 0.22740 0 0 3594 3594 2309640 971245 1338395 1113523 510292 603231 2632913 2425600 207313 95811 48265 47546 2200079 ANNUITY PAYMENT LAIBILITY 722771 DUE TO AFFILIATES 546841 1269612 X PART V, LINE 4: ON JULY 1, 2012, THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) BECAME EFFECTIVE IN THE SATE OF FLORIDA. THE FASB RELEASED FASB CODIFICATION 958-205 WHICH PROVIDED GUIDANCE ON THE CLASSIFICATION OF ENDOWMENT FUND NET ASSETS FOR THE STATES THAT HAVE ENACTED VERSIONS OF THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA), AND ENHANCES DISCLOSURES FOR ENDOWMENT FUNDS. UNDER UPMIFA ALL UNAPPROPRIATED ENDOWMENT FUND ASSETS ARE CONSIDERED RESTRICTED. THE ENDOWMENT FUNDS ARE ESTABLISHED FOR THE PURPOSE OF PROVIDING INCOME TO SUPPORT VNA HOSPICE HOUSE ONLY. PART X, LINE 2: THE VNA AND ITS CONTROLLED AFFILIATES HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE(IRS) AS NOT-FOR-PROFIT CORPORATIONS AND ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ALSO FROM STATE INCOME TAXES UNDER THE PROVISIONS OF CHAPTER 220.13 OF THE FLORIDA INCOME TAX CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE VNA IS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS TAKEN BY THE VNA AS OF SEPETEMBER 30, 2016 AND 2015. THE VNA'S INFORMATION TAX RETURNS GENERALLY REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE LAST THREE YEARS. GOLF-A-THON 311830 311830 4000 1519 5744 23594 311830 311830 4000 1519 5744 23594 34857 -34857 0 VNA HOSPICE OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 592402136 501(C)(3) 1445335 CASH VALUE TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS VNA SPACE COAST INC 1600 SARNO ROAD MELBOURNE FL FL 32935 651002301 501(C)(3) 39450 CASH VALUE TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 591645497 501(C)(3) 428329 CASH VALUE TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS VISITING NURSE ASSOCIATION OF THE TREASURE COAST INC 1110 35TH LANE VERO BEACH FL 32960 592664912 501(C)(3) 545173 CASH VALUE TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS 4 X X X X X X 0 0 0 0 0 0 0 0 0 MARY LINN HAMILTON CEO/PRESIDENT 0 253947 0 0 0 24000 0 0 0 21052 0 298999 0 0 PART I, LINE 3 THE PRESIDENT/CEO HAS AN EMPLOYMENT AGREEMENT WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. PLEASE NOTE THAT REPORTED COMPENSATION FOR THE CEO/PRESIDENT, MARY LINN HAMILTON, REFLECTS A FULL YEAR OF SERVICE FOR THE PERIOD COVERED UNDER THIS RETURN. FORM 990, PART I, LINE 1 THE VNA AND HOSPICE FOUNDATION STRATEGIC VISION IS TO INSPIRE PHILANTHROPISTS AND DONORS TO PARTNER WITH THE VNA TO BUILD A HEALTHIER COMMUNITY FOR ALL. THIS IS ACCOMPLISHED BY ENGAGING CURRENT DONORS AND THOSE WITH AN INTEREST IN OR LINKAGE TO HOME HEALTH OR HOSPICE CARE; DEVELOPING BOARD MEMBERS WHO INSPIRE OTHERS TO BECOME INVOLVED AS CHAMPIONS AND SUPPORTERS; ENHANCING COLLABORATIVE RELATIONS WITH VNA AND OTHER COMMUNITY PARTNERS; ASSURING BEST PRACTICES IN FOUNDATION ACCOUNTABILITY AND SERVICE. THE BOARD OF DIRECTORS IS COMMITTED TO RAISING CONTRIBUTIONS IN THE COMMUNITY THROUGH A COMPREHENSIVE AND INTEGRATED FUND DEVELOPMENT PLAN. THESE CHARITABLE INVESTMENTS SUPPORT THE PRIORITY NEEDS OF THE VNA OF THE TREASURE COAST, WHICH MAY INCLUDE CHARITY CARE FOR UNDERSERVED OR UNISURED PATIENTS,CAPITAL PROJECTS,VNA HOSPICE HOUSE OPERATIONS AND PROGRAM INITIATIVES. FORM 990, PART III, LINE 1 THANKS TO THE GENEROUS DONORS WHO BELIEVE IN BUILDING A HEALTHIER COMMUNITY FOR ALL THROUGH THEIR GIFTS TO THE VNA AND HOSPICE FOUNDATION, THE VNA OF THE TREASURE COAST AND VNA HOSPICE OF INDIAN RIVER COUNTY IS ABLE TO CARE FOR EVERYONE IN NEED REGARDLESS OF THEIR FINANCIAL RESOURCES. THE FOUNDATION PARTNERS WITH VNA TO SUPPORT PROGRAMS AND SERVICES THAT OTHERWISE WOULD NOT BE FUNDED THOUGH INSURANCE, MEDICARE OR MEDICAID. EXAMPLES INCLUDE: CHARITABLE HOME HEALTH AND HOSPICE VNA HOSPICE HOUSE SUPPORT BEREAVEMENT, SUPPORT AND THERAPY SERVICES TECHNOLOGY PROFESSIONAL DEVELOPMENT, TRAINING AND CERTIFICATION FOR CLINICIANS COMMUNITY WELLNESS PROGRAMS SPECIAL PATIENT NEEDS ON AVERAGE EACH YEAR, MORE THAN $2 MILLION IS REQUIRED TO CARE FOR LOCAL RESIDENTS WHO ARE SICK, RECOVERING FROM SURGERY, FACING A LIFE LIMITING ILLNESS OR HAVING A CHRONIC HEALTH CONDITION SUCH AS HEART DISEASE OR DIABETIES. THE VNA AND HOSPICE FOUNDATION WORKS WITH CHARITABLY-INCLINED INDIVIDUALS, FAMILIES, FOUNDATIONS AND BUSINESSES TO UNDERSTAND AND ALIGN THEIR PASSIONS WITH THE ORGANIZATION'S MOST PRESSING NEEDS. FUNDS ARE RAISED THOUGH MAILINGS, STRATEGIC CONVERSATIONS WITH DONORS, AN ANNUAL SPECIAL EVENT, MEMORIAL CONTRIBUTIONS, GRANTS, BEQUESTS, AND ESTATES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF FORM 990 IS SUBMITTED TO THE FINANCE COMMITTEE OF THE BOARD FOR RECOMMENDATION OF APPROVAL BY THE BOARD OF DIRECTORS. ALL MEMBERS ARE PROVIDED WITH AN ELECTRONIC VERSION OF THE RETURN. THE BOARD OF DIRECTORS THEN VOTE TO APPROVE THE RETURNS. FORM 990, PART VI, SECTION B, LINE 12C ALL ASSOCIATES OF THE VNA AGREE WITH THE AGENCY CONFLICT OF INTEREST POLICY. BOARD MEMBERS RE-SIGN THE CONFLICT OF INTEREST STATEMENT EACH YEAR AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. RESPONSIBILITY FOR VICE PRESIDENTS AND DIRECTORS ARE ESTABLISHED BASED UPON SALARY SURVEY DATA FOR THE AREA AND APPROVED BY THE CEO. THIS PROCESS WAS REVIEWED AND APPROVED IN 2016. SALARY SURVEY DATA IS RECEIVED ANNUALLY AND COMPENSATION IS DETERMINED BASED UPON JOB REQUIREMENTS, EDUCATION, AREA AND AGENCY BUDGET. THE SURVEY INFORMATION RESIDES WITH THE VICE PRESIDENT OF HUMAN RESOURCES WHO REVIEWS, RECOMMENDS AND GETS APPROVAL FROM THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. FORM 990, PART VII, SECTION A MARY LINN HAMILTON, THE CURRENT PRESIDENT/CEO OF ALL FIVE VNA ENTITIES, RECEIVED SALARY FROM ONLY ONE OF THE ENTITIES - VISITING NURSE ASSOCIATION OF THE TREASURE COAST, INC. HOWEVER, HER DAILY WORK INCLUDED MANAGING ALL FIVE VNA ENTITIES. THE FOLLOWING IS THE ALLOCATION OF HER WEEKLY WORKING HOURS: VNA OF THE TREASURE COAST, INC (EIN:59-2664912) - 15 HOURS PER WEEK VNA HOSPICE OF IRC, INC (EIN:59-2402136) - 10 HOURS PER WEEK VNA OF INDIAN RIVER COUNTY, INC (EIN:59-1645497) - 10 HOURS PER WEEK VNA SPACE COAST, INC (EIN:65-1002301) - 2 HOURS PER WEEK VNA AND HOSPICE FOUNDATION, INC (EIN:59-2804739) - 3 HOURS PER WEEK FORM 990, PART VII, SECTION A TIME DEVOTED TO VNA OF THE TREASURE COAST (EIN: 59-2664912): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 23.00 ANNE MARIE MCCRYSTAL DIRECTOR 1.00 CAROL KANAREK DIRECTOR 1.00 SUE TOMPKINS VICE CHAIRMAN 5.00 MARY LINN HAMILTON PRESIDENT/CEO 15.00 FORM 990, PART VII, SECTION A TIME DEVOTED TO VNA HOSPICE OF INDIAN RIVER COUNTY, INC (EIN: 59-2402136): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 5.00 MARTA SCHNEIDER DIRECTOR 1.00 MARY LINN HAMILTON PRESIDENT/CEO 10.00 FORM 990, PART VII, SECTION A TIME DEVOTED TO VNA OF INDIAN RIVER COUNTY, INC (EIN: 59-1645497): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 5.00 SUE TOMPKINS VICE CHAIRMAN 0.50 MARY LINN HAMILTON PRESIDENT/CEO 10.00 FORM 990, PART VII, SECTION A TIME DEVOTED TO VNA SPACE COAST, INC (EIN: 65-1002301): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 2.00 ANNE MARIE MCCRYSTAL DIRECTOR 0.50 MARY LINN HAMILTON PRESIDENT/CEO 2.00 FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES 1,790. FORM 990, PART XII, LINE 2C: THIS ORGANIZATION HAS AN AUDIT/FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCEDURE DID NOT CHANGE DURING THIS YEAR. VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 591645497 PROVIDE HOME HEALTH SERVICES FL 501(C)(3) LINE 9 0 VNA SPACE COAST INC 1600 SARNO ROAD MELBOURNE FL FL 32935 651002301 PROVIDE HOME HEALTH CARE SERVICES FL 501(C)(3) LINE 9 0 VNA HOSPICE OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 592402136 PROVIDE CARE TO THE TERMINALLY ILL AND THEIR FAMILIES FL 501(C)(3) LINE 9 0 VISITING NURSE ASSOCIATION OF THE TREASURE COAST INC 1110 35TH LANE VERO BEACH FL 32960 592664912 MANAGEMENT AND ADMINISTRATIVE SERVICES FL 501(C)(3) LINE 11B, II 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0