2016-05-16T00:00:00-05:00 2015-09-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2014-10-01 592804739 VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC VISI 7725675551 1110 35TH LANE VERO BEACH FL 329606549 MARY LINN HAMILTON PRESIDENT/CEO 7725675551 2016-05-17 1 AMY CHAPMAN P00843460 4078021200 2016-05-16 2014 2016-08-17 19:52:53Z MARY LINN HAMILTON 1110 35TH LANE VERO BEACH FL 329606549 4096442 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 0 125 0 0 3276064 2771572 800 1350 2517973 -25055 0 -37747 5794837 2710120 2190147 2173838 0 0 515075 472770 0 0 804486 1361597 1091052 4066819 3737660 1728018 -1027540 22876500 21311522 894272 963772 21982228 20347750 THE VNA & HOSPICE FOUNDATION WAS ESTABLISHED TO SOLICIT AND RAISE FUNDS AND ENDOWMENT THAT ENABLE THE VNA TO WELCOME ALL PATIENTS IN NEED, REGARDLESS OF THEIR FINANCIAL RESOURCES. 0 0 1350 SOLICIT FUNDS FOR SUPPORT OF VNA OF THE TREASURE COAST AND AFFILIATES FOR HOME HEALTH, HOSPICE AND COMMUNITY HEALTH. FUNDS ALSO SUPPORT NEW PROGRAM START UP AND LONG TERM FUNDING OF VNA HOSPICE HOUSE. FUNDS ARE RAISED THROUGH MAILINGS, ONE ANNUAL EVENT AND DIRECT DONOR CONTACT. 2210995 2173838 FUNDING OF DIRECT PATIENT HOME HEALTH AND HOSPICE CARE, COMMUNITY WELLNESS CLINICS, OPERATIONAL SUPPORT OF VNA HOSPICE HOUSE AND VARIOUS NEW PROGRAMS, TECHNOLOGY ADVANCES OR OTHER NEEDS OF THE VNA. CULTIVATE LEGACY GIFTS FROM DONORS OR THROUGH DONOR ADVISORS. 2210995 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 0 0 0 0 0 0 0 0 0 1 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 ANN MARIE MCCRYSTAL DIRECTOR 20.00 5.50 X 0 0 0 W ANDREW WHITE TREASURER 2.00 X X 0 0 0 MARY LINN HAMILTON CEO/PRESIDENT 12.00 29.00 X X 0 139255 10000 KATHIE PIERCE VICE CHAIRMAN 1.00 X X 0 0 0 JOHN CAMPIONE VICE CHAIRMAN 1.00 X X 0 0 0 CAROL KANAREK CHAIRPERSON 20.00 1.00 X X 0 0 0 THOMAS C LEE JR SECRETARY 1.00 X X 0 0 0 ANN J JONES DIRECTOR 1.00 X 0 0 0 LEE WOODY DIRECTOR 1.00 X 0 0 0 SUE TOMPKINS ASST SECRETARY 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 JAMES CURRIE DIRECTOR 1.00 X 0 0 0 ANTHONY DONADIO DIRECTOR 1.00 X 0 0 0 EMILY SHERWOOD DIRECTOR 1.00 X 0 0 0 WILLIAM STEWART DIRECTOR 1.00 X 0 0 0 MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 4.00 34.00 X 0 92600 11204 M WENDY O'NEIL VICE PRESIDENT 40.00 X 0 129361 11179 0 361216 32383 0 0 0 0 0 314350 2457222 154054 2771572 SEMINAR REGISTRATION 900099 1350 1350 1350 438663 438663 884857 1348575 -463718 -463718 -463718 0 314350 37747 -37747 -37747 2710120 1350 0 -62802 2173838 2173838 392422 170184 222238 4755 1795 2960 44502 20512 23990 31091 13507 17584 63028 14191 48837 34912 5539 29373 3602 3600 2 118500 32290 86210 28184 18001 10183 72411 72411 388 176 212 69719 52537 17182 205304 455 204849 HOME OFFICE ALLOCATION 316981 316981 RESERVE FOR CGA PAYMENT 140866 140866 OTHER VNA SUPPORT EXPEN 37157 37157 3737660 2210995 722179 804486 254479 185007 350682 351442 3096 89906 28941 32917 6096472 3759825 2431783 2336647 19528286 18036370 279233 279233 22876500 21311522 50432 41509 843840 922263 894272 963772 X 8680907 7407857 6199942 5763764 7101379 7176129 21982228 20347750 22876500 21311522 X -1027540 -599413 -7525 X X 0 1 X 1 0 X X X 4 VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC 591645497 9 1 329564 0 VNA HOPSICE OF INDIAN RIVER COUNTY INC 592402136 9 1 1252373 0 VNA SPACE COAST INC 651002301 9 1 22381 0 VNA OF THE TREASURE COAST INC 592664912 9 1 569520 0 4 2173838 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9381210 74750 -333017 74750 26564 8647027 8613064 79571 793537 70591 34371 9381210 6986529 1162827 872641 408933 8613064 6917778 68751 6986529 6782207 135571 6917778 0.82990 0.17010 0 0 3594 3594 2303708 870044 1433664 1069268 478426 590842 2624091 2369271 254820 95811 42084 53727 2336647 ANNUITY PAYMENT LAIBILITY 629095 DUE TO AFFILIATES 293168 922263 X PART V, LINE 4: ON JULY 1, 2012, THE UNIFORM PRUDENT MANAGEMENT OF INSTITUATIONAL 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 INSTITUATIONAL 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 A 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, 2015 AND 2014. THE VNA'S INFORMATION TAX RETURNS GENERALLY REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE LAST THREE YEARS. GOLF-A-THON 314350 314350 4510 5784 3794 23659 314350 314350 4510 5784 3794 23659 37747 -37747 0 VNA HOPSICE OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 592402136 501(C)(3) 1252373 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) 22381 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) 329564 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) 569520 CASH VALUE TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS 4 X X 0 0 0 0 0 0 0 0 0 PART I, LINE 3 THE PRESIDENT/CEO HAS AN EMPLOYMENT CONTRACT WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. X 4 154055 FMV 0 1 0 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. THE BOARD OF DIRECTORS THEN VOTE TO APPROVE THE RETURNS. ALL MEMBERS ARE PROVIDED WITH AN ELECTRONIC VERSION OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ALL ASSOCIATES OF THE VNA AGREE WITH THE AGENCY CONFLICT OF INTEREST POLICY. BOARD MEMBERS RESIGN THE CONFLICT OF INTEREST STATEMENT EACH YEAR AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE PRESEIDENT/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. 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) - 10 HOURS PER WEEK VNA HOSPICE OF IRC, INC (EIN:59-2402136) - 5 HOURS PER WEEK VNA OF INDIAN RIVER COUNTY, INC (EIN:59-164597) - 12 HOURS PER WEEK VNA SPACE COAST, INC (EIN:65-1002301) - 2 HOURS PER WEEK VNA AND HOSPICE FOUNDATION, INC (EIN:59-2804739) - 12 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 25.00 ANN MARIE MCCRYSTAL DIRECTOR 5.00 CAROL KANAREK DIRECTOR 1.00 SUE TOMPKINS SECRETARY 5.00 MARY LINN HAMILTON PRESIDENT/CEO 10.00 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 3.00 MARTA SCHNEIDER TREASURER/SECRETARY 1.00 MARY LINN HAMILTON PRESIDENT/CEO 5.00 FORM 990, PART VII, SECTION A TIME DEVOTED TO VNA INDIAN RIVER COUNTY, INC (EIN: 59-1645497): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 5.00 SUE TOMPKINS SECRETARY 0.50 MARY LINN HAMILTON PRESIDENT/CEO 12.00 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 1.00 ANN MARIE MCCRYSTAL DIRECTOR 0.50 MARY LINN HAMILTON PRESIDENT/CEO 2.00 FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -7,525. FORM 990, PART XII, LINE 2(C) THIS ORGANIZATION HAS AN AUDIT/FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCEDURE DID NOT CHANGE DURING THIS YEAR. FORM 990, PART III, LINE 1 THANKS TO 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 THROUGH INSURANCE, MEDICARE OR MEDICAID. EXAMPLES INCLUDE: CHARITABLE HOME HEALTH AND HOSPICE CARE 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 HAVE A CHRONIC HEALTH CONDITION SUCH AS HEART DISEASE OR DIABETES. 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 THROUGH MAILINGS, STRATEGIC CONVERSATIONS WITH DONORS, AN ANNUAL SPECIAL EVENT, MEMORIAL CONTRIBUTIONS, GRANTS, BEQUESTS, AND ESTATES. 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 1 0 0 0 0 1 0 0 0 1 1 0 0 0 0