2015-05-14T10:45:07-05:00 2014-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBOROUGH MA 01581 990 2014-01-01 046151873 VISITING NURSE ASSOCIATION OF MIDDLESEX- EAST INC VISI 7812243399 607 NORTH AVENUE NO 17 WAKEFIELD MA 01880 LAWRENCE LASPESA CHIEF FINANCIAL OFFICER 7812243399 2015-05-13 1 MATTHEW HUTT CPA P01070603 5083669100 2015-05-06 2014 2016-02-25 16:41:14Z LAWRENCE LASPESA 607 NORTH AVENUE WAKEFIELD MA 01880 29794913 0 X WWW.VNAOFME.ORG X 1967 MA THE VNA IS A HEALTH CARE AGENCY PROVIDING HOME HEALTH AND HOSPICE SERVICES. VISITS ARE PROVIDED BY NURSES, THERAPISTS AND HOME HEALTH AIDES. 8 7 206 42 0 0 481720 346888 14473808 15949589 331108 623572 47810 -26691 15334446 16893358 0 0 0 0 9655244 10687041 0 0 72774 3383581 3755947 13038825 14442988 2295621 2450370 24447142 27091334 641742 662481 23805400 26428853 TO PROVIDE COMPREHENSIVE HOME HEALTH AND HOSPICE CARE. WE FOSTER AND PROMOTE THE HEALTH OF INDIVIDUAL, FAMILY AND COMMUNITY THROUGH EDUCATION AND COMPASSIONATE, HIGH QUALITY SERVICES. 0 0 11875001 15951992 PROVIDE COMPREHENSIVE HOME HEALTH AND HOSPICE CARE, AND FOSTER AND PROMOTE THE HEALTH OF INDIVIDUALS, FAMILY AND COMMUNITY THROUGH EDUCATION AND COMPASSIONATE HIGH QUALITY SERVICES. IN ADDITION TO HOME HEALTH AND HOSPICE SERVICES, WE HAVE TELEHEALTH SERVICES AND OFFER SUPPORT SERVICES TO ALZHEIMERS CAREGIVERS. DURING 2013, VNAME PROVIDED 77,381 HOME HEALTH VISITS AND 25,185 DAYS OF HOSPICE CARE. 11875001 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 0 0 0 1 25 1 1 206 1 0 0 0 0 0 1 1 0 0 0 0 X 8 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X LAWRENCE LASPESA CFO 7812243399 607 NORTH AVENUE WAKEFIELD MA 01880 MERRY BETH RUCKER CEO/DIRECTOR 40.00 0.00 X X 269098 0 72365 DAVID SPACKMAN CLERK 2.00 0.00 X X 0 0 0 TIMOTHY O'CONNOR TREASURER EFFECTIVE 9/30/14 2.00 0.00 X X 0 0 0 JULIEANN THURLOW PRESIDENT 2.00 0.00 X X 0 0 0 KENNETH WILLIAMS TREASURER THROUGH 9/30/2014 2.00 0.00 X X 0 0 0 WILLIAM LOJEK DIRECTOR 2.00 0.00 X 0 0 0 PAULINE PIKE DIRECTOR 2.00 0.00 X 0 0 0 KEITH TAYLOR VICE-PRESIDENT 2.00 0.00 X X 0 0 0 KAREN MARSHALL DIRECTOR 2.00 0.00 X 0 0 0 PATRICIA BLACK DIRECTOR 2.00 0.00 X 0 0 0 ROBERT DIBELLA DIRECTOR 2.00 0.00 X 0 0 0 CAROL DONOVAN DIRECTOR 2.00 0.00 X 0 0 0 MARK MULLIGAN DIRECTOR 2.00 0.00 X 0 0 0 WILLIAM BURNS DIRECTOR 2.00 0.00 X 0 0 0 MARTINA KIRBY DIRECTOR 2.00 0.00 X 0 0 0 LAWRENCE LASPESA CFO 40.00 0.00 X 195325 0 99428 KAREN AGAHIGIAN COO 40.00 0.00 X 171548 0 36998 MARGARET KEIRAN NURSE PRACTIONER 40.00 0.00 X 123242 0 34103 MICHELLE COULLAHAN FINANCE AND IT DIRECTOR 40.00 0.00 X 123126 0 11801 882339 0 254695 5 0 1 0 LONG-TERM PHARMACY SOLUTIONS 225 STEDMAN ST LOWELL MA 01851 PHARMACY 551000 COMMUNITY HEALTH NETWORK 747 WASHINGTON ST HOLLISTON MA 01746 MEDICAL HEALTH SERVICES 301169 CORE MEDICAL GROUP 2 KEEWAYDIN DRIVE SALEM NH 03079 MEDICAL HEALTH SERVICES 204909 MEDLINE MEDICAL SUPPLIES 560 WEST STREET MANSFIELD MA 02048 MEDICAL SUPPLIES 204315 HOME CARE SPECIALISTS 113 NECK ROAD HAVERHILL MA 01845 PHARMACY 189677 6 285021 61867 346888 PATIENT SERVICE REVENUE 621610 15949589 15949589 15949589 402632 402632 13058579 12837639 220940 220940 220940 34822 285021 63916 -29094 -29094 OTHER REVENUE 900099 2403 2403 2403 16893358 15951992 0 594478 804760 804760 7874936 7166396 641333 67207 293281 264087 29194 919051 730891 188160 795013 691468 97978 5567 99435 99435 42000 42000 120557 120557 57688 35 57653 125900 2198 123702 321212 237609 83603 124779 104985 19794 377726 329904 47822 251404 244553 6851 51642 43451 8191 217867 197831 20036 37336 32244 5092 PROGRAM SUPPLIES 1111762 1111762 CONTRACTED SERVICES 785618 691179 94439 EQUIPMENT RENTAL 22229 22229 MISCELLANEOUS 8792 4179 4613 14442988 11875001 2495213 72774 490517 409755 1731332 2855194 2404221 2428654 231322 284031 4183133 1830038 2477044 2353095 15951359 17984564 1129482 740892 31865 35149 24447142 27091334 614817 610256 26925 52225 641742 662481 X 18624190 21640060 5181210 4788793 23805400 26428853 24447142 27091334 2450370 173083 0 X X 0 1 X 1 0 X 387077 359994 439819 481720 346888 2015498 10189052 10646503 11656732 14473808 15949589 62915684 10576129 11006497 12096551 14955528 16296477 64931182 0 0 0 64931182 136373 161111 120779 290218 402632 1111113 136373 161111 120779 290218 402632 1111113 2057 2239 2488 3958 2403 13145 10714559 11169847 12219818 15249704 16701512 66055440 0.98300 0.98540 0.01680 0.01430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 50000 50000 50000 50000 682052 682052 2652944 1108299 1544645 848137 721739 126398 2353095 X 17009800 173083 63916 236999 16772801 120557 120557 16893358 14386347 63916 63916 14322431 120557 120557 14442988 PART X, LINE 2: THE AGENCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOL AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH WUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2014 AND 2013. THE AGENCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 63,916. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 63,916. GOLF TOURNAMENT 29790 28310 1480 19698 4106 AUCTION 68012 34670 33342 16488 15008 1 222041 222041 8616 319843 285021 34822 36186 27730 63916 -29094 X X 0 1 0 0 0 0 0 0 0 MERRY BETH RUCKER CEO/DIRECTOR 269098 0 0 0 0 0 20000 0 52365 0 341463 0 0 0 LAWRENCE LASPESA CFO 195325 0 0 0 0 0 20000 0 79428 0 294753 0 0 0 KAREN AGAHIGIAN COO 171548 0 0 0 0 0 0 0 36998 0 208546 0 0 0 MARGARET KEIRAN NURSE PRACTIONER 123242 0 0 0 0 0 0 0 34103 0 157345 0 0 0 PART I, LINE 4B THE V.N.A. ESTABLISHED AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (THE PLAN) FOR MERRY BETH RUCKER AND LAWRENCE LASPESA (THE PARTICIPANTS). UNDER THE PLAN, THE V.N.A. IS TO PROVIDE RETIREMENT BENEFITS TO THE PARTICIPANTS AS DEFERRED COMPENSATION EACH YEAR. THE PARTICIPANTS BECAME ELIGIBLE TO PARTICIPATE UPON INCEPTION OF THE PLAN AND WERE IMMEDIATELY VESTED. THE V.N.A. MAKES ANNUAL CONTRIBUTIONS OF $20,000 PER PARTICIPANT IN ACCORDANCE WITH THE PLAN. FORM 990, PART VI, SECTION A, LINE 4 THE VNAME ENTERED INTO AN AFFILIATION AGREEMENT WITH LAHEY HEALTH SYSTEM, INC. (LHS) EFFECTIVE OCTOBER 1, 2014, WHEREBY SIGNIFICANT CHANGES WERE MADE TO THE VNAME'S ORGANIZATIONAL DOCUMENTS TO REFLECT THE AFFILIATION AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PRESENTED AT A BOARD OF DIRECTORS MEETING AND IS REVIEWED PRIOR TO IT BEING SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE VNA MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ANNUAL CONFLICT OF INTEREST SIGN-OFFS BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 SALARY LEVELS ARE REVIEWED IN COMPARISON WITH OTHER SIMILAR AGENCIES VIA PRINTED SALARY SURVEYS PRODUCED BY ASSOCIATED INDUSTRIES OF MA. THE CEO AND OTHER OFFICER'S SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH A COMPENSATION SURVEY. THE CEO'S SALARY AS OF OCTOBER 1, 2014 IS NOW A CONTRACT POSITION THROUGH MAY 31, 2015. FORM 990, PART VI, SECTION C, LINE 19 THE VNA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON WWW.GUIDESTAR.ORG AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNITY CARE INC 607 NORTH AVENUE SUITE 17 WAKEFIELD MA 01880 900396973 PROGRAMS AND SERVICES FOCUSED ON COMMUNITY WELLNESS ENHANCEMENT MA 501(C)(3) 9 VISITING NURSE ASSOCIATION OF MIDDLESEX-EAST INC 1 LAHEY HEALTH SYSTEM INC 41 MALL ROAD BURLINGTON MA 01805 611665701 HEALTH SERVICES MA 501(C)(3) 9 LAHEY HEALTH SYSTEM INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0