2014-03-05T09:16:40-06:00 2013-09-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2012-10-01 592804739 VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC VISI 7725675551 1110 35TH LANE VERO BEACH FL 329606549 MARY BLUMSTEIN 7725675551 2014-03-03 1 AMY CHAPMAN P00843460 4078021200 2014-03-01 2012 2016-02-25 16:41:14Z MARY BLUMSTEIN 1110 35TH LANE VERO BEACH FL 32960 10534746 0 X WWW.VNATC.COM X 1987 FL FUNDRAISING FOR ITS TAX EXEMPT ENTITIES 18 17 9 50 0 0 3623433 5151644 4899 975 2208030 1015339 120804 247108 5957166 6415066 2212549 2268038 0 0 448324 454592 0 0 414610 1232323 1391108 3893196 4113738 2063970 2301328 20600478 22266691 2112406 956294 18488072 21310397 X THE PURPOSE OF THE CORPORATION SHALL BE TO SOLICIT AND RAISE FUNDS AND ENDOWMENT TO PROVIDE FINANCIAL SUPPORT TO THE VISITING NURSE ASSOCIAITON OF THE TREASURE COAST, INC. AND ITS CONTROLLED AFFILIATES (VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY, INC., VNA HOSPICE OF INDIAN RIVER COUNTY, INC., VNA HEALTH SERVICES, INC., AND VNA SPACE COAST, INC.) 0 0 21128 0 1348310 SOLICIT FUNDS FOR SUPOPRT 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. 2268038 2268038 FUNDING OF DIRECT PAITENT 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. 127571 3595836 CULTIVATE LEGACY GIFTS FROM DONORS OR THROUGH DONOR ADVISORS 2416737 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 9 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 FL X MARY BLUMSTEIN 7729785550 1110 35TH LANE VERO BEACH FL 32960 ANN MARIE MCCRYSTAL 20.00 3.50 X X 0 0 0 JOHN CAMPIONE 1.00 0.00 X X 0 0 0 CAROL KANAREK 20.00 2.00 X X 0 0 0 THOMAS C LEE JR 1.00 0.00 X X 0 0 0 JOYCE BALDRICA 2.80 37.20 X X 0 201934 2938 ANN J JONES 1.00 0.00 X 0 0 0 JOHN MITCHELL 1.00 0.00 X 0 0 0 SUE TOMPKINS 1.00 2.00 X 0 0 0 MARTA SCHNEIDER 1.00 0.00 X 0 0 0 W ANDREW WHITE 2.00 0.00 X 0 0 0 PRISCILLA MARESI 1.00 0.00 X X 0 0 0 ANNE COONEY 1.00 0.00 X 0 0 0 JAMES CURRIE 1.00 0.00 X 0 0 0 ANTHONY DONADIO 1.00 0.00 X 0 0 0 EMILY SHERWOOD 1.00 0.00 X 0 0 0 WILLIAM STEWART 1.00 0.00 X 0 0 0 FORD FEGERT 1.00 8.50 X 0 0 0 PETER CHASE 1.00 3.00 X 0 0 0 M WENDY O'NEIL 20.00 20.00 X 0 97237 1154 MARY BLUMSTEIN 1.00 39.00 X 0 94562 3176 0 393733 7268 0 0 1 0 0 220284 4931360 112173 5151644 SEMINAR REGISTRATION 900099 975 975 975 334081 334081 268408 0 268408 268408 268408 4774149 4092490 401 681659 -401 681258 681258 0 220284 26673 -26673 -26673 116 -116 -116 DISCOUNTS 900099 5489 5489 5489 6415066 859 0 1262563 X 2268038 2268038 410378 177769 232609 11400 4690 6710 32814 13947 18867 59241 59241 5378 1400 3978 83110 19663 63447 14436 9628 4808 73403 73403 4031 1039 2992 41760 19986 21774 241316 241316 184 184 HOME OFFICE ALLOCATION 547325 547325 RESERVE FOR CGA PAYMENT 148699 148699 INVESTMENT FEES 79671 79671 REPAIR AND MAINTENANCE 52156 52156 40398 40398 4113738 2416737 1282391 414610 412232 240154 14907 7948 7589 26876 5909521 3312084 2742777 2597437 17143739 19115043 279234 279233 20600478 22266691 31009 37758 2081397 918536 2112406 956294 X 9741823 10297778 1759720 3990811 6986529 7021808 18488072 21310397 20600478 22266691 X 2301328 529107 -8110 X X 0 1 X 1 0 X X X 0 0 0 VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC 591645497 9 1 1 1 377122 VNA HEALTH SERVICES INC 592624839 9 1 1 1 5509 VNA HOPSICE OF INDIAN RIVER COUNTY INC 592402136 9 1 1 1 1470305 VNA SPACE COAST INC 651002301 9 1 1 1 27139 VNA OF THE TREASURE COAST INC 592664912 9 1 1 1 5658 5 1885733 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6986529 37280 1998188 -408933 9430930 6917778 68751 6986529 6782207 135571 6917778 6726329 55878 6782207 6641908 84421 6726329 0.82000 0.18000 0 0 2137953 685759 1452194 1050000 429014 620986 2619546 2159499 460047 102022 37812 64210 2597437 ANNUITY PAYMENT LAIBILITY 577059 DUE TO AFFILIATES 341477 918536 X DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ON JULY 1, 2012, THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) BECAME EFFECTIVE IN THE STATE OF FLORIDA. THE FASB RELEASED FASB CODIFICATION 958-205 WHICH PROVIDES GUIDANCE ON THE CLASSIFICATION OF ENDOWMENT FUND NET ASSETS FOR THE STATES THAT HAVE ENACTED VERSIONS OF THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA), AND ENHANCES DISCLOSURES FOR ENDOWMENT FUNDS. UNDER UPMIFA ALL UNAPPROPRIATED ENDOWMENT FUND ASSETS ARE CONSIDERED RESTRICTED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2013 AND 2012. THE VNA'S INFORMATION TAX RETURNS GENERALLY REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE LAST THREE YEARS. THE ENDOWMENT FUNDS ARE ESTABLISHED FOR THE PURPOSE OF PROVIDING INCOME TO SUPPORT VNA HOSPICE HOUSE ONLY. 0 VNA HOPSICE OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 592402136 501(C)(3) 1473845 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) 27564 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) 392823 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) 373806 CASH VALUE TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS X X 0 0 0 0 0 0 0 0 0 JOYCE BALDRICA 0 201934 0 0 0 0 0 0 0 2938 0 204872 0 0 PART I, LINE 3 THE CEO/PRESIDENT HAS AN EMPLOYMENT CONTRACT WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. X 6 112173 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 DRAFT RETURNS ARE 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 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. OTHER FEES FORM 990, PART IX, LINE 11G PROFESSIONAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 41,030. TOTAL EXPENSES 41,030. CONTRACT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 18,211. TOTAL EXPENSES 18,211. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: WRITE OFF OF UNCOLLECTIBLE PLEDGES -8,110. FORM 990, PART XII, LINE 2C 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 VII, SECTION A JOYCE BALDRICA, THE PAST CEO/PRESIDENT OF ALL SIX VNA ENTITIES, RECEIVES SALARY ONLY FROM ONE OF THE ENTITIES - VISITING NURSE ASSOCIATION OF THE TREASUER COAST, INC. HOWEVER, HER DAILY WORK INCLUDES MANAGING ALL SIX VNA ENTITIES. THE FOLLOWING IS THE ALLOCATION OF JOYCE'S WEEKLY WORKING HOURS: VNA OF THE TREASURE COAST, INC (EIN:59-2664912) - 16 HOURS PER WEEK VNA HOSPICE OF IRC, INC (EIN:59-2402136) - 8 HOURS PER WEEK VNA OF INDIAN RIVER COUNTY, INC (EIN:59-1645497) - 8 HOURS PER WEEK VNA SPACE COAST, INC (EIN:65-1002301) - 4 HOURS PER WEEK VNA HEALTH SERVICES (EIN:59-2624839) - 1.2 HOURS PER WEEK VNA AND HOSPICE FOUNDATION, INC (EIN:59-2804739) - 2.8 HOURS PER WEEK TIME DEVOTED TO VNA OF THE TREASURE COAST, INC (EIN: 59-2664912): FORM 990, PART VII, SECTION A NAME TITLE HRS/WK DEVOTED ANN MARIE MCCRYSTAL PAST CHAIRPERSON 3.00 CAROL KANAREK DIRECTOR 2.00 SUE THOMPKINS SECRETARY 1.00 FORD FEGERT CHAIRMAN 7.00 PETER CHASE DIRECTOR 1.00 M. WENDY O'NEIL INTERIM CEO/PRESIDENT 18.00 MARY BLUMSTEIN DIRECTOR OF FINANCE 37.00 TIME DEVOTED TO VNA HOSPICE OF INDIAN RIVER COUNTY, INC (EIN: 59-2402136): FORM 990, PART VII, SECTION A NAME TITLE HRS/WK DEVOTED MARTA SCHNEIDER DIRECTOR 0.50 PETER CHASE CHAIRMAN 2.00 M. WENDY O'NEIL INTERIM CEO/PRESIDENT 0.50 MARY BLUMSTEIN DIRECTOR OF FINANCE 0.50 TIME DEVOTED TO VNA OF INDIAN RIVER COUNTY, INC (EIN: 59-1645497): FORM 990, PART VII, SECTION A NAME TITLE HRS/WK DEVOTED SUE THOMPKINS SECRETARY 0.50 FORD FEGERT CHAIRMAN 0.50 M. WENDY O'NEIL INTERIM CEO/PRESIDENT 0.50 MARY BLUMSTEIN DIRECTOR OF FINANCE 0.50 TIME DEVOTED TO VNA HEALTH SERVICES, INC (EIN: 59-2624839): FORM 990, PART VII, SECTION A NAME TITLE HRS/WK DEVOTED SUE THOMPKINS SECRETARY 0.50 FORD FEGERT CHAIRMAN 0.50 M. WENDY O'NEIL INTERIM CEO/PRESIDENT 0.50 MARY BLUMSTEIN DIRECTOR OF FINANCE 0.50 TIME DEVOTED TO VNA SPACE COAST, INC (EIN: 65-1002301): FORM 990, PART VII, SECTION A NAME TITLE HRS/WK DEVOTED FORD FEGERT VICE CHAIRMAN 0.50 ANN MARIE MCCRYSTAL SECRETARY 0.50 M. WENDY O'NEIL INTERIM CEO/PRESIDENT 0.50 MARY BLUMSTEIN DIRECTOR OF FINANCE 0.50 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 11C, III-FI 0 VNA HEALTH SERVICES INC 1110 35TH LANE VERO BEACH FL 32960 592624839 PROVIDE HEALTH CARE 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 HOPSICE 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 9 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0