2017-11-15T10:00:53-06:00 2016-12-31 KPMG LLP 515 Broadway 4th Floor Albany NY 122072974 990 2016-01-01 160743214 VISITING NURSING ASSOCIATION OF WESTERN NEW YORK INC % DANIEL OWEN VISI 7166308000 2100 WEHRLE DRIVE WILLIAMSVILLE NY 14221 JUDY BAUMGARTNER PRESIDENT 7166308000 2017-11-14 true Todd P Teresco P00247720 5184274600 2017-11-09 167.68.102.5 14012520173195000005 2017-11-15 P C69C12BFB41E5F2DBF989315BF73D8AC917A0741 9495D134D490A6B84E3CD7F5ECF2B12979C5F68F 2016 2021-01-29 14:40:06Z JUDY BAUMGARTNER 2100 WEHRLE DRIVE WILLIAMSVILLE NY 14221 90544977 false X WWW.VNAWNY.ORG X 1885 NY VNA OF WNY IS A CERTIFIED HOME HEALTH AGENCY PROVIDING SKILLED NURSING SERVICES, REHABILITATION SERVICES AND TELEHEALTH HOME MONITORING PRIMARILY TO MEDICARE AND MEDICAID PATIENTS 12 10 937 10 0 286134 166667 83642569 88838508 516560 1504749 35541 35053 84480804 90544977 0 0 0 0 62522046 67190585 0 0 0 12998470 12415157 75520516 79605742 8960288 10939235 48672100 62723667 12254225 14896541 36417875 47827126 X VNA OF WNY IS A CERTIFIED HOME HEALTH AGENCY PROVIDING SKILLED NURSING SERVICES, REHABILITATION SERVICES AND TELEHEALTH HOME MONITORING PRIMARILY TO MEDICARE AND MEDICAID PATIENTS. false false 63295476 88873561 THE VISITING NURSING ASSOCIATION OF WNY INC. (VNA) IS A CERTIFIED HOME HEALTH AGENCY THAT PROVIDES HOME HEALTH CARE. THE VNA PERFORMS SKILLED NURSING SERVICES, REHABILITATION SERVICES (PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL WORK AND NUTRITIONAL SERVICES). THESE SERVICES ARE PROVIDED TO PATIENTS OF ALL AGES AND BACKGROUNDS IN THE COMFORT OF THE PATIENTS HOME. IN ADDITION, THE VNA ALSO HAS A DEDICATED TEAM OF WOUND SPECIALISTS THAT ASSESS AND HELP MANAGE MILD TO ADVANCED WOUNDS. LASTLY, THE VNA PROVIDES TELEHEALTH HOME MONITORING THAT USES TELECOMMUNICATION DEVICES TO MONITOR PATIENTS DAILY TO FLAG OUTLIER READINGS TO KEEP THE PATIENT HEALTHY AND SAFELY IN THEIR HOME. 63295476 true true false false false false false false false false true 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 54 0 true 937 true false false false false false false false false false false X 12 10 false false false false true true true true true false false true true true true true true true true true true NY X DANIEL OWEN 7166308000 2100 WEHRLE DRIVE WILLIAMSVILLE NY 14221 JAMES SCHMIT BOARD VICE CHAIR 0.5 0.5 X X 0 0 0 MATTHEW O'BRIEN MD SECRETARY/TREASURER 0.5 0.5 X X 0 0 0 MICHAEL R SPYCHALA BOARD CHAIR 0.5 0.5 X X 0 0 0 ANTHONY PERNA BOARD MEMBER 0.5 0.5 X 0 0 0 BARRY SWARTZ BOARD MEMBER 0.5 1.0 X 0 0 0 CAROL BREWER PHD RN BOARD MEMBER 0.5 0.5 X 0 0 0 DAVID HUGHES BOARD MEMBER 0.5 40.5 X 0 582882 225249 DONALD BOYD BOARD MEMBER 0.5 41.0 X 0 720411 75077 LAURA PAOLUCCI BOARD MEMBER 0.5 0.5 X 0 0 0 MICHAEL BANAS MD BOARD MEMBER 0.5 0.5 X 0 0 0 WILLIAM COUGHLIN BOARD MEMBER 0.5 0.5 X 0 0 0 SHANNON POUPALOS BOARD MEMBER 0.5 0.5 X 0 0 0 CYNTHIA M STUHLMILLER BOARD MEMBER 0.5 0.5 X 0 0 0 JOHN R TAYLOR BOARD MEMBER 0.5 0.5 X 0 0 0 JODY LOMEO VICE PRESIDENT 0.5 40.5 X 0 1385574 511484 JOHN SWIATKOWSKI VICE PRESIDENT 0.5 41.0 X 0 600904 204595 JUDY BAUMGARTNER PRESIDENT 30.6 9.4 X 242668 74545 5907 DANIEL OWEN DIRECTOR OF FINANCE 30.6 9.4 X 170361 52333 4964 LISA GREISLER VICE PRESIDENT & COO 40.0 0.0 X 195969 0 17897 FREDERICK PORDUM II DIRECTOR OF REHABILITATION 40.0 0.0 X 145335 0 3354 ROBERT SCHNEIDER II INFUSION THERAPY NURSE 40.0 0.0 X 116714 0 19301 ROSEMARY SLAWICH HOME HEALTH NURSE 40.0 0.0 X 122998 0 19083 994045 3416649 1086911 6 false true false HOMECARE HOMEBASE LLC 6688 NORTH CENTRAL EXPRESSWAY SUIT DALLAS TX 75206 COMPUTER SERVICE 688244 MEDTRONIC CARE MANAGEMENT SERVICES 7980 CENTURY BLVD CHANHASSEN MN 55317 TELEHEALTH SERVICES 547353 FLC SPINDRIFT LLC 350 ESSJAY RD SUITE 101 WILLIAMSVILLE NY 14221 RENT 596428 VERIZON WIRELESS PO BOX 408 NEWARK NJ 07101 CELL PHONE SERVICE 389744 SYSTEMS MANAGEMENT PLANNING 1020 JOHN STREET WEST HENRIETTA NY 14586 COMPUTER SERVICE 145724 5 166667 166667 PATIENT REVENUE 88838508 88838508 88838508 94000 94000 0 0 0 0 0 1410749 1410749 1410749 1410749 0 0 0 0 0 0 0 0 0 SALE OF MEDICAL RECORDS 900099 35053 35053 35053 90544977 88873561 1504749 0 0 0 0 608998 334949 274049 0 49953418 39962734 9990684 2185683 1748546 437137 10620143 8496114 2124029 3822343 3057874 764469 0 0 0 0 0 0 4756020 3234094 1521926 92838 63130 29708 881681 599543 282138 0 0 864047 587552 276495 2400691 2160622 240069 0 0 0 0 593157 403347 189810 181174 123198 57976 MEDICAL SUPPLIES 1268997 1268997 BAD DEBT EXPENSE 996002 996002 MEMBERSHIP DUES 31358 21323 10035 OTHER EXPENSES 349192 237451 111741 79605742 63295476 16310266 0 10732882 8570424 0 0 0 0 13739421 12291954 0 0 0 0 0 0 31753 31769 196346 223806 6456031 4623095 2180176 1832936 19104645 37065848 0 0 0 0 2686877 2706930 0 0 48672100 62723667 7303826 8605562 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4950399 6290979 12254225 14896541 X 36417875 47827126 0 0 0 0 36417875 47827126 48672100 62723667 10939235 470016 X false true X true false X 68516 208333 236031 286134 166667 965681 61622508 69135720 74438438 83642569 88838509 377677744 0 0 0 61691024 69344053 74674469 83928703 89005176 378643425 0 0 0 378643425 271391 272000 232000 350560 94000 1219951 0 271391 272000 232000 350560 94000 1219951 0 9173 27497 26505 35541 35053 133769 61971588 69643550 74932974 84314804 89134229 379997145 0.99644 0.99636 0.00321 0.00332 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1731382 1731382 4724649 4623095 101554 0 0 0 1832936 0 DUE TO AFFILIATES 326000 ESTIMATED SELF INSURANCE RESER 5354644 ESTIMATED THIRD PARTY RESERVE 610335 6290979 X Part X, Line 2 VNA and HCS follow the provisions of ASC 740, Accounting for Uncertainty in Income Taxes, whereby Home Care Affiliates recognizes income tax positions when it is more-likely than-not that the position will be sustainable based on the merits of the position. Management has concluded that there are no material uncertain tax positions that need to be recorded. X true true X X X X X X false true false false false true false false false JODY LOMEO VICE PRESIDENT 0 995974 0 354600 0 35000 0 494299 0 17185 0 1897058 0 0 JOHN SWIATKOWSKI VICE PRESIDENT 0 449904 0 126000 0 25000 0 190281 0 14314 0 805499 0 0 JUDY BAUMGARTNER PRESIDENT 242668 74545 0 0 0 0 4055 1246 464 142 247187 75933 0 0 DAVID HUGHES BOARD MEMBER 0 474757 0 83125 0 25000 0 210902 0 14347 0 808131 0 0 DONALD BOYD BOARD MEMBER 0 507339 0 85000 0 128072 0 60796 0 14281 0 795488 0 103072 DANIEL OWEN DIRECTOR OF FINANCE 170361 52333 0 0 0 0 3390 1041 408 125 174159 53499 0 0 LISA GREISLER VICE PRESIDENT & COO 195969 0 0 0 0 0 3960 0 13937 0 213866 0 0 0 HEALTH OR SOCIAL CLUB DUES SCHEDULE J, PART I, LINE 1A AS PART OF THEIR COMPENSATION PACKAGE CERTAIN DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE ENTITLED TO CHOOSE AS AN EXECUTIVE PERK THE BENEFIT OF BUSINESS RELATED SOCIAL DUES OR INITIATION FEES. EXECUTIVE DEFERRED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B DURING THE YEAR, THE FOLLOWING OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A PARTICIPATED IN THE EXECUTIVE DEFERRED RETIREMENT PLAN: JODY LOMEO, JONATHAN SWIATKOWSKI, DAVID HUGHES, AND DONALD BOYD. EMPLOYER AND EMPLOYEE CONTRIBUTIONS DURING THE YEAR TO THIS PLAN HAVE BEEN REPORTED, AS REQUIRED, ON SCHEDULE J, PART II COLUMNS (B) (III) AND (C). DURING 2016, THE FOLLOWING DIRECTORS RECEIVED PAYMENTS UNDER AN EXECUTIVE DEFERRED RETIREMENT PLAN: DONALD BOYD $103,072 COMPENSATION ARRANGEMENT CONTINGENT ON NET EARNINGS OF THE ORGANIZATION SCHEDULE J, PART I, QUESTION 6A THE ORGANIZATION PLACES A CERTAIN PORTION OF AN EXECUTIVES TOTAL AVAILABLE COMPENSATION AT RISK ANNUALLY AND A PROPORTION OF THAT AT-RISK AMOUNT IS DEPENDENT UPON CERTAIN OPERATING PERFORMANCE TARGETS OF THE ORGANIZATION, BOTH FINANCIAL AND NON-FINANCIAL. DURING 2015, CERTAIN FINANCIAL OPERATING TARGETS WHICH WERE SET BY THE COMPENSATION COMMITTEE OF KALEIDA HEALTH (A RELATED NOT-FOR-PROFIT ORGANIZATION), INCLUDING TOTAL NET OPERATING MARGIN WERE MET AND EXCEEDED RESULTING IN COMPENSATION UNDER THIS ARRANGEMENT PAID TO OFFICERS DURING 2016. DESCRIPTION OF CLASSES OF MEMBERS & MEMBER RIGHTS FORM 990, PART VI, QUESTION 6, 7A & 7B PART VI, SECTION A, QUESTION 6 THE ORGANIZATION IS A MEMBERSHIP (NOT A STOCK) CORPORATION UNDER NEW YORK STATE LAW. THE ORGANIZATIONS SOLE CORPORATE MEMBER IS KALEIDA HEALTH, A RELATED NOT-FOR-PROFIT ORGANIZATION. PART VI, SECTION A, QUESTION 7A IN ACCORDANCE WITH THE TERMS AND REQUIREMENTS OF ITS GOVERNING DOCUMENTS (I.E. BYLAWS), ON AN ANNUAL BASIS, THE ORGANIZATIONS CURRENT BOARD MEMBERS RECOMMEND THE LIST OF CANDIDATES FOR MEMBERSHIP TO THE GOVERNING BODY FOR THE SUBSEQUENT TERM TO THE EXECUTIVE COMMITTEE OF KALEIDA HEALTH. THE EXECUTIVE COMMITTEE OF KALEIDA HEALTH, AS THE REPRESENTATIVES OF THE ORGANIZATION'S SOLE CORPORATE MEMBER, APPROVES AND ELECTS THESE CANDIDATES TO SERVE AS THE ORGANIZATION'S BOARD OF DIRECTORS. PART VI, SECTION A, QUESTION 7B KALEIDA HEALTH, AS THE SOLE CORPORATE MEMBER, ALSO HAS THE RIGHT TO APPROVE OR RATIFY SIGNIFICANT DECISIONS OF THE ORGANIZATIONS GOVERNING BODY INCLUDING THE AMENDMENT OF BYLAWS AND CHARTERS, REMOVAL OF MEMBERS OF THE GOVERNING BODY, AND THE DECISION TO DISSOLVE THE ORGANIZATION. DESCRIPTION OF THE PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, SECTION B, QUESTION 11A THE FORM 990 IS REVIEWED BY THE ORGANIZATIONS MANAGEMENT IN CONSULTATION WITH THE ORGANIZATIONS TAX ADVISORS, KPMG. THIS FINANCIAL REVIEW IS BASED ON THE ORGANIZATIONS AUDITED FINANCIAL STATEMENTS FOR THE RELEVANT TIME PERIOD BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATIONS BOARD OF DIRECTORS ARE ALSO PROVIDED A COMPLETE COPY OF THE FORM 990 TO REVIEW PRIOR TO FILING. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, SECTION B, QUESTION 12C UPON EMPLOYMENT AND ANNUALLY THEREAFTER EACH KEY EMPLOYEE AND OFFICER OF THE ORGANIZATION IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST AND DISCLOSURE FORM, PROVIDING SUFFICIENT INFORMATION ABOUT HIS/HER PERSONAL INTERESTS AND RELATIONSHIPS SO THE ORGANIZATION CAN (1) DETERMINE WHETHER ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST MAY EXIST, AND (2) MONITOR WORK OR SERVICE ASSIGNMENTS TO AVOID PLACING THE KEY EMPLOYEE, OFFICER OR DIRECTOR IN A POSITION WHERE THERE MAY BE AN APPEARANCE, POTENTIAL OR ACTUAL, OF A CONFLICT OF INTEREST OR A QUESTION OF OBJECTIVITY. THE COMPLETED CONFLICT OF INTEREST AND DISCLOSURE FORMS FOR DIRECTORS ARE RETURNED TO THE ORGANIZATION. COMPENSATION APPROVAL PROCESS FORM 990, PART VI, QUESTION 15A & 15B ON AN ANNUAL BASIS, THE ORGANIZATIONS MANAGEMENT TEAM REVIEWS AND APPROVES THE COMPENSATION PACKAGE OF THE ORGANIZATIONS KEY EMPLOYEES. THIS PROCESS ALSO INCLUDES A 360 PEER REVIEW. THE ORGANIZATIONS OFFICER COMPENSATION ARRANGEMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF KALEIDA HEALTH, A RELATED NOT-FOR-PROFIT ORGANIZATION AND SOLE MEMBER OF THE ORGANIZATION. INFORMATION REVIEWED FOR THE OFFICERS INCLUDES COMPARABLE DATA FROM SIMILAR SIZE TAX-EXEMPT ORGANIZATIONS IN THE WESTERN NEW YORK COMMUNITY AS WELL AS THE COMPENSATION FOR THESE POSITIONS (AS DISCLOSED ON FORM 990) WITH OTHER ORGANIZATIONS IN THE HEALTH CARE INDUSTRY THAT ARE OF SIMILAR SIZE, DEMOGRAPHICS AND GEOGRAPHY. REVIEW AND APPROVAL OF THE COMPENSATION ARRANGEMENT BY THE COMPENSATION COMMITTEE IS DOCUMENTED. AVAIL OF GOV DOCS, CONFLICT OF INTEREST POLICY & FIN STMNTS TO GEN PUBLIC FORM 990, PART VI, QUESTION 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE OFFICES OF KALEIDA HEALTH (A RELATED NOT-FOR-PROFIT ORGANIZATION) AT 726 EXCHANGE STREET, SUITE 200, BUFFALO, NY 14210. A NOMINAL FEE IS CHARGED IF COPIES ARE REQUESTED. 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