VNA CARE NETWORK INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VNA CARE NETWORK INC (EIN 04-2794849)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201723139349302917
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T16:33:07-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Elm Street 15th Floor | AddressLine1Txt |
| City | Manchester | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042794849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VNA Care Network Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VNAC | BusinessNameControlTxt |
| Phone | 5087860693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Thomas Street | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081280 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephanie Jackman-Havey | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 5087860693 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Dimitrios Panacopoulos | PreparerPersonNm |
| PTIN | P01603705 | PTIN |
| Phone | 6036697337 | PhoneNum |
| Preparation | 2017-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.157.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-03 | IPDt |
| IP Tm | 14:33:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A008E2FD9533E1BBB31C63A12AF0D0E643CE99E5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A008E2FD9533E1BBB31C63A12AF0D0E643CE99E5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Stephanie Jackman-Havey | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Thomas Street | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016081280 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,150,906 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | VNA Care Network Foundation Inc. primary exempt purpose is to raise and invest funds for the benefit of its affiliates to further their charitable activities Home Health Care Services as well as to provide operating facilities and management services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,650,888 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,263,949 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,588,913 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,834,590 | CYProgramServiceRevenueAmt |
| PY Investment Income | $173,858 | PYInvestmentIncomeAmt |
| CY Investment Income | $876,143 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,590,594 | PYOtherRevenueAmt |
| CY Other Revenue | $2,496,543 | CYOtherRevenueAmt |
| PY Total Revenue | $13,004,253 | PYTotalRevenueAmt |
| CY Total Revenue | $14,471,225 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,156,656 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,295,124 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $104,100 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,022,850 | PYOtherExpensesAmt |
| CY Other Expenses | $6,118,101 | CYOtherExpensesAmt |
| PY Total Expenses | $8,179,506 | PYTotalExpensesAmt |
| CY Total Expenses | $8,413,225 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,824,747 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,058,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,572,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,333,014 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,139,002 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,500,382 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,433,356 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,832,632 | NetAssetsOrFundBalancesEOYAmt |
| Mission | VNA Care Network Foundation Inc. primary exempt purpose is to raise and invest funds for the benefit of its affiliates to further their charitable activities Home Health Care Services as well as to provide operating facilities and management services. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Revenue | $5,834,590 | RevenueAmt |
| Desc | VNA Care Network Foundation Inc. primary exempt purpose is to raise and invest funds for the benefit of its affiliates to further their charitable activities of Home Health Care Services as well as to provide operating facilities and management services. | Desc |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephanie Jackman-Havey | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087860693 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Thomas Street | AddressLine1Txt |
| City | Worcester | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Mary Ann O'Connor | |||||||||
| President & CEO | 33.00 | 7.00 | Yes (X) | Yes (X) | $406,040 | $0 | $29,410 | ||
| Diane Leclair | |||||||||
| Chairman | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Renee Harper | |||||||||
| First Vice Chair | 0.50 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Frederick Jamieson | |||||||||
| Second Vice Chair | 0.50 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robin Spaulding | |||||||||
| Clerk | 0.50 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John Cogswell | |||||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Lenore Monahan | |||||||||
| Board Member | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Michael Morris | |||||||||
| Board Member | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| John Murphy | |||||||||
| Board Member | 0.50 | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| Guy Spinelli MD | |||||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Strongwater | |||||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Rita Advani | |||||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Elizabeth Chen | |||||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen Gardner | |||||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen Tosi | |||||||||
| Board Member | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Lopez MD | |||||||||
| CMO, Board Member | 0.50 | 49.50 | Yes (X) | $44,590 | $401,302 | $75,945 | |||
| Phyllis E Boot | |||||||||
| Assistant Clerk | 0.50 | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| Stephanie Jackman-Havey | |||||||||
| CFO & COO | 33.00 | 7.00 | Yes (X) | $332,296 | $0 | $18,000 | |||
| Jane Woodbury | |||||||||
| VP/Business & Development | 40.00 | $214,302 | $0 | $28,971 | Yes (X) | ||||
| David Rose | |||||||||
| VP/Human Resources | 39.50 | 0.50 | $212,042 | $0 | $9,600 | Yes (X) | |||
| Jeanne Callahan-Lydon | |||||||||
| VP/Clinical Services | 40.00 | $324,863 | $0 | $30,471 | Yes (X) | ||||
| Karen Chirsky | |||||||||
| VP/Transitional Services | 40.00 | $203,881 | $0 | $23,346 | Yes (X) | ||||
| Diane Bergeron | |||||||||
| VP/Hospice & Advance Illne | 40.00 | $127,858 | $0 | $3,277 | Yes (X) | ||||
| George Richardson | |||||||||
| Manager Clinical Applications | 40.00 | $143,006 | $0 | $15,600 | Yes (X) | ||||
| Daiva Braunfelds | |||||||||
| VP of Hospice and Advanced Illness Mgmt | 40.00 | $106,065 | $0 | $11,248 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,114,943 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $401,302 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $245,868 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hood Park LLC | |||||
| Six Kimball Lane | Lynnfield | MA | 01940 | Rent | $541,428 |
| McDermott Will & Emery LLP | |||||
| PO BOX 6043 | Chicago | IL | 60680 | Legal | $398,072 |
| GCP Second Avenue LLC | |||||
| PO Box 843074 | Boston | MA | 02284 | Rent | $393,627 |
| Execuspace | |||||
| 140 Garfield Avenue | Woburn | MA | 01801 | Building Maintenance | $244,172 |
| 199 Rosewood Danvers LLC | |||||
| 120 Thomas Street | Worcester | MA | 01608 | Occupancy | $195,566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,263,949 | AllOtherContributionsAmt |
| Total Contributions | $5,263,949 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Management Fees | Desc |
| Business | 541610 | BusinessCd |
| Total Revenue Column | $5,834,590 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,834,590 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,834,590 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $489,571 | TotalRevenueColumnAmt |
| Exclusion | $489,571 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,496,543 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,496,543 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,496,543 | TotalRevenueColumnAmt |
| Exclusion | $2,496,543 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,066,253 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,679,681 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $386,572 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $386,572 | TotalRevenueColumnAmt |
| Exclusion | $386,572 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,471,225 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,834,590 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,372,686 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,833,221 | TotalAmt |
| Management And General | $1,833,221 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,081 | TotalAmt |
| Management And General | $386,081 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,936 | TotalAmt |
| Management And General | $44,936 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,886 | TotalAmt |
| Management And General | $30,886 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,620 | TotalAmt |
| Management And General | $602,620 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,815 | TotalAmt |
| Management And General | $291,815 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,147 | TotalAmt |
| Management And General | $93,147 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,896 | TotalAmt |
| Management And General | $183,896 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,215 | TotalAmt |
| Management And General | $133,215 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,998 | TotalAmt |
| Management And General | $17,998 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,980,974 | TotalAmt |
| Management And General | $1,980,974 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,077 | TotalAmt |
| Management And General | $24,077 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,661 | TotalAmt |
| Management And General | $39,661 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,614 | TotalAmt |
| Management And General | $532,614 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,282 | TotalAmt |
| Management And General | $417,282 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Telephone | $1,535,839 | $1,535,839 | |
| Printing & publications | $140,135 | $140,135 | |
| Fundraising expense | $104,100 | $104,100 | |
| Other expenses | $12,402 | $12,402 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,326 | TotalAmt |
| Management And General | $8,326 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,413,225 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,309,125 | ManagementAndGeneralAmt |
| Fundraising | $104,100 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$33,311 | BOYAmt |
| EOY | $101,681 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,224 | BOYAmt |
| EOY | $304,354 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,538,687 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,601,673 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,098,878 | BOYAmt |
| EOY | $4,937,014 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,915,971 | BOYAmt |
| EOY | $29,319,504 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,477,596 | BOYAmt |
| EOY | $19,670,461 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,572,358 | BOYAmt |
| EOY | $54,333,014 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,665,790 | BOYAmt |
| EOY | $1,962,943 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,473,212 | BOYAmt |
| EOY | $22,537,439 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,139,002 | BOYAmt |
| EOY | $24,500,382 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,042,636 | BOYAmt |
| EOY | $22,742,251 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,475,625 | BOYAmt |
| EOY | $1,078,860 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,915,095 | BOYAmt |
| EOY | $6,011,521 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,433,356 | BOYAmt |
| EOY | $29,832,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,572,358 | BOYAmt |
| EOY | $54,333,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,058,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $534,224 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,192,948 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $691,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,475,344 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,200,039 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,650,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,263,949 | CurrentTaxYearAmt |
| Total | $13,281,491 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,212,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,683,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,515,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,588,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,834,590 | CurrentTaxYearAmt |
| Total | $20,834,024 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,903,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,158,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,715,264 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,239,801 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,098,539 | CurrentTaxYearAmt |
| Total | $34,115,515 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $34,115,515 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,846,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,310,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,806,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,008,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,986,114 | CurrentTaxYearAmt |
| Total | $10,958,962 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,846,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,310,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,806,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,008,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,986,114 | CurrentTaxYearAmt |
| Total | $10,958,962 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,750,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,469,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,521,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,248,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,084,653 | CurrentTaxYearAmt |
| Total | $45,074,477 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.72850 | PublicSupportPY509Pct |
| Investment Income CY | 0.24310 | InvestmentIncomeCYPct |
| Investment Income PY | 0.27150 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,594,326 | BeginningYearBalanceAmt |
| Contributions | $96,426 | ContributionsAmt |
| End Year Balance | $5,690,752 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,760,550 | BeginningYearBalanceAmt |
| Contributions | $2,833,776 | ContributionsAmt |
| End Year Balance | $5,594,326 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,760,550 | BeginningYearBalanceAmt |
| End Year Balance | $2,760,550 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,760,550 | BeginningYearBalanceAmt |
| End Year Balance | $2,760,550 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,760,550 | BeginningYearBalanceAmt |
| End Year Balance | $2,760,550 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,000 | OtherCostOrOtherBasisAmt |
| Book Value | $12,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,250,823 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,969,329 | DepreciationAmt |
| Book Value | $3,281,494 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $154,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $39,770 | DepreciationAmt |
| Book Value | $114,652 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,121,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,592,574 | DepreciationAmt |
| Book Value | $1,528,868 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,937,014 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due From Affiliates | $12,077,918 |
| Assets Limited As To Use | $6,644,232 |
| Beneficial Interest In Perpetual Trusts | $818,811 |
| Security Deposits | $129,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,670,461 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due To Affiliates | Desc |
| Amt | $22,537,439 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,537,439 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,198,397 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $534,224 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $534,224 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,664,173 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$6,192,948 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$6,192,948 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,471,225 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,413,225 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,413,225 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,413,225 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The intended use of the endowment is to support the operations of the organization, as needed. |
| Part X, Line 2: | The organizations included in these consolidated financial statements, excluding VNA Private Care, Inc. are qualified as public charities under Section 501 (c)(3) of the Internal Revenue Code. As public charities, the Association is exempt from state and federal income taxes on income earned in accordance with its tax exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax position and concluded that the Association has no unrelated business income or uncertain tax positions that require adjustment to the consolidated financial statements. |
| Part XI, Line 4b - Other Adjustments: | Transfer to Affiliates -6,192,948. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mary Ann O'Connor | ||||||||||||||
| President & CEO | $322,497 | $0 | $83,543 | $0 | $0 | $0 | $22,939 | $0 | $6,471 | $0 | $435,450 | $0 | $0 | $0 |
| Richard Lopez MD | ||||||||||||||
| CMO, Board Member | $42,347 | $381,119 | $0 | $0 | $2,243 | $20,183 | $6,428 | $57,850 | $1,167 | $10,500 | $52,185 | $469,652 | $0 | $22,204 |
| Stephanie Jackman-Havey | ||||||||||||||
| CFO & COO | $280,696 | $0 | $51,600 | $0 | $0 | $0 | $18,000 | $0 | $0 | $0 | $350,296 | $0 | $0 | $0 |
| Jane Woodbury | ||||||||||||||
| VP/Business & Development | $183,942 | $0 | $30,360 | $0 | $0 | $0 | $22,500 | $0 | $6,471 | $0 | $243,273 | $0 | $0 | $0 |
| David Rose | ||||||||||||||
| VP/Human Resources | $188,492 | $0 | $23,550 | $0 | $0 | $0 | $9,600 | $0 | $0 | $0 | $221,642 | $0 | $0 | $0 |
| Jeanne Callahan-Lydon | ||||||||||||||
| VP/Clinical Services | $274,863 | $0 | $50,000 | $0 | $0 | $0 | $24,000 | $0 | $6,471 | $0 | $355,334 | $0 | $0 | $0 |
| Karen Chirsky | ||||||||||||||
| VP/Transitional Services | $181,380 | $0 | $22,501 | $0 | $0 | $0 | $23,346 | $0 | $0 | $0 | $227,227 | $0 | $0 | $0 |
| George Richardson | ||||||||||||||
| Manager Clinical Applications | $143,006 | $0 | $0 | $0 | $0 | $0 | $15,600 | $0 | $0 | $0 | $158,606 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | Richard Lopez |
| Part I, Line 7 | Bonuses paid are based on a percentage of salary, which is determined by the President/CEO and Executive Committee on an annual basis. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | Atrius Health, Inc., acting through its Board of Trustees or Members (each defined in the by-laws of Atrius Health, Inc.), shall be the sole corporate member of the Corporation (the "Corporate Member or "Atrius Health, Inc.). |
| Form 990, Part VI, Section A, line 7a | In addition to the powers provided by law, the Articles of Organization or the By-Laws, the following actions of the Board of Directors shall not be effective unless approved by the Corporate Member: (i) Adoption of all Budgets and Plans (each as defined below) and material changes thereto; (ii) Adoption of all Program Changes, as defined below; (iii) The sale or other disposition of material assets or operations of the Coporation not in the ordinary course of its business; (iv) Mergers or consolidations involving the Corporation; (v) Affiliations involving the Corporation that would affect the governance of the Corporation or cause it to be involved in activities that would compete with Atrius Health; (vi) Amendments to the Articles of Organization; (vii) Amendments to these By-Laws; (viii) Liquidation, dissolution or other restructuring of the Corporation; and (ix) Adoption of the compensation structure and ranges for individuals serving as directors on the Board of Directors (the "Directors") and for senior managers who are employed by, or under contract to, the Corporation. |
| Form 990, Part VI, Section A, line 7b | In addition to the powers provided by law, the Articles of Organization or the By-Laws, the following actions of the Board of Directors shall not be effective unless approved by the Corporate Member: (i) Adoption of all Budgets and Plans (each as defined below) and material changes thereto; (ii) Adoption of all Program Changes, as defined below; (iii) The sale or other disposition of material assets or operations of the Coporation not in the ordinary course of its business; (iv) Mergers or consolidations involving the Corporation; (v) Affiliations involving the Corporation that would affect the governance of the Corporation or cause it to be involved in activities that would compete with Atrius Health; (vi) Amendments to the Articles of Organization; (vii) Amendments to these By-Laws; (viii) Liquidation, dissolution or other restructuring of the Corporation; and (ix) Adoption of the compensation structure and ranges for individuals serving as directors on the Board of Directors (the "Directors") and for senior managers who are employed by, or under contract to, the Corporation. |
| Form 990, Part VI, Section B, line 11b | 990 compiled and reviewed by the CEO and CFO and sent to the Finance Committee for review. The Finance Committee presents to the board for approval. Board members offered a copy of the 990 at that time. |
| Form 990, Part VI, Section B, line 12c | Annually the Board is asked to sign a conflict of interest statement. Also, at the beginning of all Board meetings the Board chair asks if there is any conflicts with any of the agenda items. |
| Form 990, Part VI, Section B, line 15 | The Executive Compensation Committee made up of independent board members obtain a competitive salary survey from an outside independent source. The Executive Compensation Committee then deliberates and decides on the executive compensation. Other officers and key employees salaries are determined by the CEO and the executive committee. This is based on comparable data that was obtained by a competitive salary survey from an outside independent source. |
| Form 990, Part VI, Section C, line 19 | Financial statements are attached to the MA Form PC filed with the attorney general's office, which is open to public inspection. The articles of organization are available at the Massachusetts Secretary of State's office, including on-line. Other governing documents and the conflicts of interest policy are not generally available to the public. Requests for copies of such documents are considered on a case by case basis. |
| Form 990, Part XI, line 9: | Transfer of Net Assets to Affiliates -6,192,948. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| VNA Care Network Inc | ||||||||||
| 120 Thomas Street | Worcester | MA | 01608 | 042103825 | Home Health Care | MA | 501(c)3 | Line 10 | VNA Care Network Foundation Inc | Yes (1) |
| VNA Care Hospice Inc | ||||||||||
| 120 Thomas Street | Worcester | MA | 01608 | 043217872 | Hospice Care | MA | 501(c)3 | Line 10 | VNA Care Network Foundation Inc | Yes (1) |
| VNA Care Advantage Inc | ||||||||||
| 120 Thomas Street | Worcester | MA | 01608 | 042953171 | Day Care | MA | 501(c)3 | Line 10 | VNA Care Network Foundation Inc | Yes (1) |
| Atrius Health Inc | ||||||||||
| 275 Grove Street Suite 3-300 | Newton | MA | 02466 | 043397450 | Provide Medical Services | MA | 501(c)3 | Line 10 | 0 | |
| Atrius Health Foundation Inc | ||||||||||
| 275 Grove Street Suite 3-300 | Newton | MA | 02466 | 264517944 | Support Atrius Health and its Participating Organizations | MA | 501(c)3 | Line 12a, I | Atrius Health Inc | Yes (1) |
| Visiting Nurse Association of Boston Inc | ||||||||||
| 500 Rutherford Avenue | Charlestown | MA | 02129 | 042105800 | Home Health Care | MA | 501(c)3 | Line 10 | VNA of Boston Foundation Inc | Yes (1) |
| Visiting Nurse Association of Boston Foundation Inc | ||||||||||
| 500 Rutherford Avenue | Charlestown | MA | 02129 | 042880614 | Fundraiding | MA | 501(c)3 | Line 7 | VNA Care Network Foundation Inc | Yes (1) |
| Visiting Nurse Association of Boston Management Resources Inc | ||||||||||
| 500 Rutherford Avenue | Charlestown | MA | 02129 | 042880108 | Management Services | MA | 501(c)3 | Line 10 | VNA of Boston Foundation Inc | Yes (1) |
| VNA First Choice | ||||||||||
| 120 Thomas Street | Worcester | MA | 01608 | 812016808 | Provide Temporary Staffing | MA | 501(c)3 | Line 10 | VNA Care Network Foundation Inc | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Home Staff LLC | ||||||||||
| 40 Millbrook Street | Worcester | MA | 01605 | 421757904 | Home Care | MA | N/A | N/A | 0 | 0 |
| Dedham Medical Urgent Care Center | ||||||||||
| 1177 Providence Highway | Norwood | MA | 02062 | 463745783 | Urgent Care | MA | N/A | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VNA Private Care Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Granite Street Unit 1104 | AddressLine1Txt |
| City | Braintree | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201916670 | EIN |
| Primary Activities | Private Duty Home Care | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VNA Care Network Inc | ||
| L | $2,620,184 | FMV |
| VNA Care Hospice Inc | ||
| L | $1,494,550 | FMV |
| VNA Care Network Inc | ||
| R | $3,213,340 | FMV |
| VNA Care Hospice Inc | ||
| R | $1,991,724 | FMV |
| VNA of Boston Inc | ||
| J | $827,745 | FMV |
| VNA Care Hospice Inc | ||
| J | $347,183 | FMV |
| VNA Care Network Inc | ||
| J | $1,259,797 | FMV |
| VNA of Boston Inc | ||
| L | $1,683,054 | FMV |
| Atrius Health Inc | ||
| R | $602,620 | FMV |
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