VNA HEALTH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- VNA HEALTH (EIN 95-1641969)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-24
- IRS object ID
- 201421759349300547
- Schema version
- 2013v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-06-24T17:52:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952089835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT PRINGLE & WOLF LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1123 CHAPALA ST PO BOX 90860 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 931900860 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951641969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VISI | BusinessNameControlTxt |
| Phone | 8059655555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 EAST MONTECITO STREET 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WALLACE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8059655555 | PhoneNum |
| Signature | 2014-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J BRITTON | PreparerPersonNm |
| PTIN | P00290353 | PTIN |
| Phone | 8059637811 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN WALLACE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 EAST MONTECITO STREET 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,574,413 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VNHCSB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1908 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOME HEALTH AND HOSPICE CARE | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 302 | TotalEmployeeCnt |
| Total Volunteers | 365 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,174,013 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,223,131 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,439,812 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,725,216 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,258 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,448 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,104,611 | PYOtherRevenueAmt |
| CY Other Revenue | $1,617,618 | CYOtherRevenueAmt |
| PY Total Revenue | $23,732,694 | PYTotalRevenueAmt |
| CY Total Revenue | $23,574,413 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $71,298 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,670 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,445,349 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,175,904 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,142,697 | PYOtherExpensesAmt |
| CY Other Expenses | $8,934,763 | CYOtherExpensesAmt |
| PY Total Expenses | $23,659,344 | PYTotalExpensesAmt |
| CY Total Expenses | $25,170,337 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $73,350 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,595,924 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,594,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,864,775 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,886,943 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,753,495 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $707,204 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$888,720 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | VISITING NURSE AND HOSPICE CARE OF SANTA BARBARA PROVIDES HOME HEALTH AND HOSPICE SERVICES TO PATIENTS IN SANTA BARBARA AND THE SURROUNDING AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,242,089 | ExpenseAmt |
| Revenue | $6,492,462 | RevenueAmt |
| Desc | THE HOME HEALTH PROGRAM COMBINES THE NEWEST ADVANCES IN TECHNOLOGY IN THE PROVISION OF HOME HEALTH SERVICES (NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH-LANGUAGE PATHOLOGY, MEDICAL SOCIAL WORK AND HOME HEALTH AIDE SERVICES) AND TRADITIONAL COMPASSIONATE CARE TO ENHANCE A PATIENT'S HEALTH, INDEPENDENCE AND QUALITY OF LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,161,941 | ExpenseAmt |
| Grant | $59,670 | GrantAmt |
| Revenue | $9,103,482 | RevenueAmt |
| Desc | HOSPICE CARE IS TAILORED TO THE NEEDS OF PEOPLE WHO FACE A LIFE-LIMITING ILLNESS, OFFERING COMFORT AND QUALITY OF LIFE WHEN MEDICAL TREATMENT CAN NO LONGER OFFER A CURE. THE CARE IS FAMILY-CENTERED AND TAKES PLACE IN A PATIENT'S HOME. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,250,419 | ExpenseAmt |
| Revenue | $3,122,323 | RevenueAmt |
| Desc | SERENITY HOUSE IS AN 18-BED RESIDENTIAL FACILITY THAT PROVIDES THE SAME CARE AS HOSPICE IN THE RESIDENTIAL FACILITY INSTEAD OF THE PATIENT'S HOME. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $1,633,015 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICE REVENUES CONSIST OF INVESTMENT INCOME, RENTAL INCOME, ADMIN ALLOCATION RECEIVED FROM AFFILIATES, AND OTHER INCOME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $1,633,015 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $19,654,449 | TotalProgramServiceExpensesAmt |
| 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 302 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN WALLACE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059655555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 EAST MONTECITO STREET 200 | AddressLine1 |
| City | SANTA BARBARA | City |
| State | CA | State |
| ZIP Code | 93103 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MICHAEL BORDOFSKY MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ED BRADY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIKA BUSE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STANLEY FISHMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HERB GEARY | |||||||
| PROFESSIONAL ADVISORY COMM | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL GREENWALD MD | |||||||
| ETHICS COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE HABERMANN | |||||||
| DEVELOPMENT COMMITTEE CHAI | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT HIRSCH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON JOHNSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER JONES | |||||||
| CHAIRMAN OF THE BOARD | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY KIMSEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA KUMMER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NEIL LEVINSON | |||||||
| PERSONNEL COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE LEW | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE MARTINICH | |||||||
| CORPORATE GOVERNANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS MCNAMARA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY MURPHY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY PRITCHARD | |||||||
| TREASURER/FINANCE COMMITTE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AL RODRIGUEZ | |||||||
| AUDIT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOBBIE ROSENBLATT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES STOVESAND | |||||||
| INVESTMENT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TED THORESON MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNDA TANNER | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $288,252 | $0 | $10,441 | Yes (X) | |
| RABBI STEVE COHEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GAIL HAUPT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN WALLACE | |||||||
| CFO | 40.00 | $177,558 | $0 | $10,438 | Yes (X) | ||
| PAULINE JONES | |||||||
| COO | 40.00 | $123,254 | $0 | $10,228 | Yes (X) | ||
| MARY BETH NOGGLE | |||||||
| HOME HEALTH RN LEAD | 40.00 | $117,006 | $0 | $8,022 | Yes (X) | ||
| BABETTA DADDINO | |||||||
| DIRECTOR OF HOSPICE | 40.00 | $127,182 | $0 | $10,260 | Yes (X) | ||
| HOLLY GENDRON | |||||||
| SERENITY HOUSE DIRECTOR | 40.00 | $128,228 | $0 | $10,237 | Yes (X) | ||
| LISA HOLDEN | |||||||
| QUALITY EDUCATION | 40.00 | $113,661 | $0 | $10,167 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,075,141 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,793 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EBA&M | |||||
| PO BOX 5079 | WESTLAKE VILLAGE | CA | 91359 | INSURANCE | $626,154 |
| PALLIATIVE CARE CONSULTANTS OF SB | |||||
| 3463 STATE STREET SUITE 289 | SANTA BARBARA | CA | 93105 | PHYSICIANS | $503,937 |
| HOSPISCRIPT SERVICES LLC | |||||
| PO BOX 933273 | ATLANTA | GA | 31193 | DRUGS | $456,606 |
| SANTA BARBARA HEALTHCARE | |||||
| 36 S CALLE CESAR CHAVEZ B | SANTA BARBARA | CA | 93103 | EQUIP RENTAL | $361,598 |
| BUENA VISTA CARE CENTER | |||||
| 27071 ALISO CREEK ROAD SUITE 100 | ALISO VIEJO | CA | 92656 | SNF | $307,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,223,131 | RelatedOrganizationsAmt |
| Total Contributions | $3,223,131 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $18,725,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,725,216 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,725,216 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,448 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,448 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $580,554 | 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 | $580,554 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $580,554 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $580,554 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMIN ALLOCATION RECEIVED FROM AF | 900099 | $954,046 | $954,046 |
| OTHER OPERATING REVENUE | 900099 | $83,002 | $83,002 |
| OTHER INCOME | 900099 | $16 | $16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,037,064 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,574,413 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,351,282 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,670 | TotalAmt |
| Program Services | $59,670 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,689 | TotalAmt |
| Management And General | $486,689 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,914,548 | TotalAmt |
| Program Services | $10,545,702 | ProgramServicesAmt |
| Management And General | $2,368,846 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,774,667 | TotalAmt |
| Program Services | $2,207,655 | ProgramServicesAmt |
| Management And General | $567,012 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $739,451 | TotalAmt |
| Program Services | $513,548 | ProgramServicesAmt |
| Management And General | $225,903 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,299 | TotalAmt |
| Program Services | $21,210 | ProgramServicesAmt |
| Management And General | $60,089 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,518 | TotalAmt |
| Program Services | $67,345 | ProgramServicesAmt |
| Management And General | $91,173 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,118 | TotalAmt |
| Program Services | $110,312 | ProgramServicesAmt |
| Management And General | $410,806 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,218 | TotalAmt |
| Program Services | $292,838 | ProgramServicesAmt |
| Management And General | $20,380 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,638 | TotalAmt |
| Program Services | $67,648 | ProgramServicesAmt |
| Management And General | $136,990 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,370 | TotalAmt |
| Program Services | $109,370 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,227 | TotalAmt |
| Program Services | $870,227 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,921 | TotalAmt |
| Management And General | $167,921 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $1,294,484 | $1,294,484 | |
| CONTRACT LABOR | $1,041,620 | $1,041,620 | |
| RENT PAID TO AFFILIATE | $872,254 | $872,254 | |
| WORKERS COMPENSATION | $819,334 | $794,462 | $24,872 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,741,311 | TotalAmt |
| Program Services | $786,104 | ProgramServicesAmt |
| Management And General | $955,207 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,170,337 | TotalAmt |
| Program Services | $19,654,449 | ProgramServicesAmt |
| Management And General | $5,515,888 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,943,356 | BOYAmt |
| EOY | $1,681,334 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,099,001 | BOYAmt |
| EOY | $2,294,165 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $230,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,756 | BOYAmt |
| EOY | $28,110 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,910 | BOYAmt |
| EOY | $365,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,233,914 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,509,278 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,303,413 | BOYAmt |
| EOY | $13,724,636 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,711 | BOYAmt |
| EOY | $540,711 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,594,147 | BOYAmt |
| EOY | $18,864,775 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,061,064 | BOYAmt |
| EOY | $1,926,366 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,713 | BOYAmt |
| EOY | $313,429 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,917,882 | BOYAmt |
| EOY | $2,422,985 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,593,284 | BOYAmt |
| EOY | $15,090,715 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,886,943 | BOYAmt |
| EOY | $19,753,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,204 | BOYAmt |
| EOY | -$888,720 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $707,204 | BOYAmt |
| EOY | -$888,720 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,594,147 | BOYAmt |
| EOY | $18,864,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,595,924 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $675,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $964,539 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,410,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,174,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,223,131 | CurrentTaxYearAmt |
| Total | $9,447,283 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,616,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,180,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,230,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,439,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,725,216 | CurrentTaxYearAmt |
| Total | $76,193,261 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,292,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,145,183 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,640,967 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,613,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,948,347 | CurrentTaxYearAmt |
| Total | $85,640,544 | 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 | $85,640,544 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $589,002 | CurrentTaxYearAmt |
| Total | $784,617 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $180,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $589,002 | CurrentTaxYearAmt |
| Total | $784,617 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,294,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,150,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,647,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,794,729 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,537,349 | CurrentTaxYearAmt |
| Total | $86,425,161 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99090 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99730 | PublicSupportPY509Pct |
| Investment Income CY | 0.00910 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00270 | 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 | $24,617,781 | BeginningYearBalanceAmt |
| Contributions | $1,018,342 | ContributionsAmt |
| Investment Earnings Or Losses | $3,580,529 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,695,342 | OtherExpendituresAmt |
| End Year Balance | $27,521,310 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,254,287 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,656,691 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,293,197 | OtherExpendituresAmt |
| End Year Balance | $24,617,781 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,885,007 | BeginningYearBalanceAmt |
| Contributions | $2,124,338 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,264,827 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,490,231 | OtherExpendituresAmt |
| End Year Balance | $30,254,287 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,850,562 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,997,108 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,962,663 | OtherExpendituresAmt |
| End Year Balance | $34,885,007 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,761,812 | BeginningYearBalanceAmt |
| Contributions | $62,326 | ContributionsAmt |
| Investment Earnings Or Losses | $5,163,755 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,137,331 | OtherExpendituresAmt |
| End Year Balance | $35,850,562 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00400 | 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 | $4,325,970 | OtherCostOrOtherBasisAmt |
| Book Value | $4,325,970 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,778,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $494,811 | DepreciationAmt |
| Book Value | $8,283,764 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,135 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,462 | DepreciationAmt |
| Book Value | $84,673 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,980,645 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,005,126 | DepreciationAmt |
| Book Value | $975,519 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,879 | DepreciationAmt |
| Book Value | $54,710 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,724,636 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATION | Desc |
| Amt | $15,090,715 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,090,715 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,397,237 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,397,237 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,177,176 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,177,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,574,413 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,993,161 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,993,161 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,177,176 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,177,176 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $25,170,337 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ON JANUARY 1, 2009, THE ORGANIZATION ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD ASC SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT OF THE ORGANIZATION ANALYZED TAX POSITIONS IN ALL JURISDICTIONS WHERE THE ORGANIZATION IS REQUIRED TO FILE AN INCOME TAX RETURN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX AUTHORITIES FOR THE YEARS BEFORE 2010 AND BY THE STATE OF CALIFORNIA TAX AUTHORITIES FOR YEARS BEFORE 2009. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATION ALLOCATION 954,045. CONTRIBUTION FROM AFFILIATE 3,223,131. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATION ALLOCATION 954,045. CONTRIBUTION FROM AFFILIATE 3,223,131. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MBITA, KENYA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | OPERATING SUPPORT | TypeOfActivitiesConductedTxt |
| Specific Services Provided | HOSPICE CARE | SpecificServicesProvidedTxt |
| Region Total Expenditures | $59,670 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $59,670 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $59,670 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MBITA, KENYA | RegionTxt |
| Purpose Of Grant | TO PROVIDE OPERATING SUPPORT FOR A HOSPICE AND PALLIATIVE CARE CLINIC THAT SERVES THE COMMUNITY SURROUNDING MBITA, KENYA | PurposeOfGrantTxt |
| Cash Grant | $59,670 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WE ARE IN REGULAR COMMUNICATION WITH THE BOARD OF VIAGENCO VIA EMAIL. WE RECEIVE REGULAR FINANCIAL AND SERVICE REPORTS DETAILING HOW THE MONEY IS BEING SPENT AS WELL AS THE NUMBER OF PATIENTS SERVED AND THE STATISTICS SURROUNDING DIAGNOSES ETC. IN 2009, THE CHAIRMAN OF THE BOARD OF VIAGENCO VISITED VNHC IN SANTA BARBARA AND DELIVERED A COMPREHENSIVE UPDATE ON THE PROGRAM. IN OTHER YEARS, OUR STAFF HAS VISITED THE VIAGENCO CLINIC IN KENYA. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CHARITY CARE SERVICES FOR HOME, HEALTH AND HOSPICE CARE. | GrantTypeTxt |
| Recipient | 247 | RecipientCnt |
| Non Cash Assistance | $730,204 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | CHARGES FORGONE FOR CHARITY CARE SERVICES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF COMMUNITY BENEFITS AND CHARITY CARE IT PROVIDES. THOSE RECORDS INCLUDE MANAGEMENT'S ESTIMATE OF THE EXPENSE TO PROVIDE CHARITY CARE AND EXPENSE OF SERVICES AND SUPPLIES FURNISHED FOR COMMUNITY BENEFIT PROGRAMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNDA TANNER | ||||||||||||||
| PRESIDENT/CEO | $278,505 | $0 | $0 | $0 | $9,747 | $0 | $10,441 | $0 | $0 | $0 | $298,693 | $0 | $0 | $0 |
| KAREN WALLACE | ||||||||||||||
| CFO | $177,558 | $0 | $0 | $0 | $0 | $0 | $10,438 | $0 | $0 | $0 | $187,996 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| LYNDA TANNER | |||||||
| CEO | TO ASSIST WITH HOUSING RELOCATION COSTS | Yes (X) | $150,000 | $150,000 | 0 | Yes (1) | Yes (1) |
| BABETTA DADDINO | |||||||
| DIRECTOR OF HOSPICE | TO ASSIST WITH HOME PURCHASE COSTS | Yes (X) | $100,000 | $80,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $230,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BORDOFSKY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $503,937 | TransactionAmt |
| Transaction | PHYSICIAN PRACTICE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A FULL COPY OF THE 990 WAS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD. COPIES WERE DISTRIBUTED TO THE MEMBERS SO THAT THEY WOULD HAVE SUFFICIENT TIME TO REVIEW PRIOR TO THE BOARD MEETING. A SUMMARY OF THE 990 WAS PRESENTED TO THE FULL BOARD, WITH FULL COPIES AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | SENIOR MANAGEMENT (OFFICERS AND KEY EMPLOYEES) AND BOARD MEMBERS COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. BOTH SENIOR MANAGEMENT AND THE EXTERNAL AUDITORS VERIFY THAT ALL APPROPRIATE PARTIES HAVE COMPLETED THE FORM. IF CONFLICTS OF INTEREST ARE DISCLOSED, THEY ARE DISCUSSED BY THE CEO WITH THE EXECUTIVE COMMITTEE OF THE BOARD AND RESOLUTION OF THE CONFLICT IS DETERMINED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE OF THE BOARD IS THE COMPENSATION COMMITTEE, AND INCLUDES THE BOARD CHAIRMAN AND CHAIRMAN OF THE FINANCE COMMITTEE. THE COMPENSATION COMMITTEE REVIEWS COMPARATIVE COMPENSATION DATA FOR THE CEO AND KEY EMPLOYEES ON AN ANNUAL BASIS AND DETERMINES MERIT INCREASES BY POSITION. THEY ALSO REVIEW COMPARATIVE DATA AND DETERMINE RANGES FOR CLINICAL POSITIONS (HIGHEST PAID EMPLOYEES) ON AN ANNUAL BASIS. THE BOARD CHAIRMAN REVIEWS COMPARATIVE COMPENSATION DATA FOR THE CEO AND ON AN ANNUAL BASIS DETERMINES ANY MERIT INCREASE. IN ADDITION, THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS COMPENSATION FOR THE CEO, CFO AND KEY EMPLOYEES ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THERE IS NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| VISITING NURSE AND HOSPICE CARE FOUNDATION | ||||||||||
| 509 EAST MONTECITO STREET 200 | SANTA BARBARA | CA | 93103 | 770342043 | FUNDRAISING TO SUPPORT THE CHARITABLE MISSION OF VISITING NURSE AND HOSPICE | CA | 501(C)3 | 509(A)2 | N/A | 0 |
| VISITING CARE AND COMPANIONS | ||||||||||
| 509 EAST MONTECITO STREET 200 | SANTA BARBARA | CA | 93103 | 200008507 | TO PROVIDE NON-SKILLED CARE TO INDIVIDUALS IN THEIR HOME | CA | 501(C)3 | 509(A)2 | N/A | 0 |
| 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 | Yes (1) | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VISITING NURSE AND HOSPICE CARE FOUNDATION | ||
| C | $3,223,131 | ACCOUNTING SYSTEM |
| VISITING NURSE AND HOSPICE CARE FOUNDATION | ||
| K | $872,254 | ACCOUNTING SYSTEM |
| VISITING NURSE AND HOSPICE CARE FOUNDATION | ||
| Q | $389,377 | ACCOUNTING SYSTEM |
| VISITING CARE AND COMPANIONS | ||
| Q | $564,669 | ACCOUNTING SYSTEM |
| VISITING NURSE AND HOSPICE CARE FOUNDATION | ||
| M | $3,223,131 | ACCOUNTING SYSTEM |
| VISITING NURSE AND HOSPICE CARE FOUNDATION | ||
| N | $872,254 | ACCOUNTING SYSTEM |
| VISITING NURSE AND HOSPICE CARE FOUNDATION | ||
| O | $389,377 | ACCOUNTING SYSTEM |
| VISITING CARE AND COMPANIONS | ||
| O | $564,669 | ACCOUNTING SYSTEM |
| VISITING NURSE AND HOSPICE CARE FOUNDATION | ||
| L | $389,377 | ACCOUNTING SYSTEM |
| VISITING CARE AND COMPANIONS | ||
| L | $564,669 | ACCOUNTING SYSTEM |
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