2013-03-15T09:28:53-05:00 2012-09-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2011-10-01 592804739 VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC VISI 7725675551 1110 35TH LANE VERO BEACH FL 329606549 JOYCE BALDRICA 7725675551 2013-03-15 1 AMY CHAPMAN P00843460 4078021200 2013-03-08 2011 2016-02-25 16:41:14Z JOYCE BALDRICA 1110 35TH LANE VERO BEACH FL 32960 27330002 0 X WWW.VNATC.COM X 1987 FL FUNDRAISING FOR ITS TAX EXEMPT ENTITIES 19 18 7 0 0 0 1398222 3623433 260590 4899 790731 2208030 -17200 120804 2432343 5957166 1198041 2212549 0 0 344036 448324 0 0 347777 705933 1232323 2248010 3893196 184333 2063970 16782735 20600478 547946 2112406 16234789 18488072 X THE PURPOSE OF THE CORPORATION SHALL BE TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTION OF AND TO CARRY OUT THE PURPOSES OF THE VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY, INC, OR TO CARRY OUT THE PURPOSES OF OTHER NOT FOR PROFIT ENTITIES ORGANIZED FOR CHARITABLE, SCIENTIFIC, AND/OR EDUCATIONAL PURPOSES. 0 0 2449557 2212549 4899 ORGANIZED FOR THE PURPOSE OF SOLICITING & RAISING FUNDS & ENDOWMENTS TO PROVIDE FINANCIAL SUPPORT TO THE VISITING NURSE ASSOCIATION OF THE TREASURE COAST, INC. AND ITS CONTROLLED AFFILIATES. 2449557 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 2 0 7 1 0 0 0 0 0 0 0 0 0 0 X 19 18 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 X ANN MARIE MCCRYSTAL 0.50 X X 0 0 0 JOHN CAMPIONE 0.50 X X 0 0 0 DON KELLER 0.50 X X 0 0 0 LALA MARESI 0.50 X X 0 0 0 CAROL KANAREK 0.50 X X 0 0 0 THOMAS C LEE JR 0.50 X X 0 0 0 JOYCE BALDRICA 2.80 X X 0 244400 20900 KATHIE PIERCE 0.50 X X 0 0 0 ANN J JONES 0.50 X 0 0 0 JAN MCCOY 0.50 X 0 0 0 BILL STEWART 0.50 X 0 0 0 JUDY CALDWELL 0.50 X 0 0 0 JACK MITCHELL 0.50 X 0 0 0 ANNE COONEY 0.50 X 0 0 0 SUE TOMPKINS 0.50 X 0 0 0 MARTA SCHNEIDER 0.50 X 0 0 0 PAUL F NEZI 0.50 X 0 0 0 W ANDREW WHITE 0.50 X 0 0 0 JOAN KASTEN 0.50 X 0 0 0 0 244400 20900 0 0 1 0 0 226950 3396483 287481 3623433 SEMINAR REGISTRATION 900099 4899 4899 4899 780015 780015 161787 0 161787 161787 161787 22759868 21331677 176 1428191 -176 1428015 1428015 0 226950 40983 -40983 -40983 5957166 4899 0 2328834 2212549 2212549 403583 181712 221871 9847 3671 6176 34894 15211 19683 1680 1680 13334 1940 11394 49595 11640 37955 4379 613 3766 141 141 3923 1399 2524 27008 17551 9457 39 39 239134 239134 HOME OFFICE ALLOCATION 580853 0 580853 0 RESERVE FOR CGA PAYMENT 237008 237008 EVENT SUPPLIES 42150 0 24144 18006 PROVISION OF UNCOLLECTI 14065 0 0 14065 19014 16134 2880 3893196 2449557 1095862 347777 127589 412232 253893 0 28894 14907 17815 7589 5813548 3070771 2902226 2742777 13452318 17143739 0 279234 16782735 20600478 41176 31009 506770 2081397 547946 2112406 X 7925234 9741823 1391777 1759720 6917778 6986529 16234789 18488072 16782735 20600478 X 2063970 189313 X X 0 1 1 X 0 X X X 0 0 0 VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC 591645497 9 1 1 1 538978 VNA HEALTH SERVICES INC 592624839 9 1 1 1 4036 VNA HOPSICE OF INDIAN RIVER COUNTY INC 592402136 9 1 1 1 1391947 VNA SPACE COAST INC 651002301 9 1 1 1 7563 VNA PRIVATE SERVICES INC 261690814 9 1 1 1 0 VNA OF THE TREASURE COAST INC 592664912 9 1 1 1 270025 6 2212549 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6917778 68751 6986529 6782207 135571 6917778 6726329 55878 6782207 6641908 84421 6726329 0 0 2102378 599596 1502782 1050000 405433 644567 2619546 2030405 589141 41624 35337 6287 2742777 ANNUITY PAYMENT LAIBILITY 453592 DUE TO AFFILIATES 1627805 2081397 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012 AND 2011. 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. GOLF-A-THON 214891 214891 2800 29036 HUSTLE 12059 12059 9147 226950 226950 2800 38183 40983 -40983 0 VNA HOPSICE OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 592402136 501(C)(3) 1391947 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) 7563 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) 538978 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) 270025 CASH VALUE TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS 4 0 X X 0 0 0 0 0 0 0 0 0 JOYCE BALDRICA 0 206900 0 37500 0 0 0 14000 0 6900 0 265300 0 0 PART I, LINE 3 JOYCE BALDRICA, THE CEO/PRESIDENT HAS AN EMPLOYMENT CONTRACT WHICH IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. X 5 287481 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED WITH THE DIRECTOR OF FINANCE AND THE TREASURER OF THE BOARD BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED ANNUALLY. THIS POLICY REQUIRES THE DISCLOSURE OF CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE VNA OF THE TREASURE COAST BOARD. ALL OTHER COMPENSATION IS GOVERNED BY COMPENSATION PHILOSOPHY DETERMINED BY THE FINANCE COMMITTEE WHO IS RESPONSIBLE FOR BENEFITS. ANNUAL SALARY SURVEYS ARE CONDUCTED EACH YEAR WITH SALARY GRADE LEVELS ESTABLISHED BY POSITION. VICE PRESIDENTS AND/OR DIRECTORS SALARY IS DETERMINED BY THE CEO AND VP OF HR FOLLOWING THE SALARY GRADE LEVELS ESTABLISHED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. FORM 990, PART VII, SECTION A JOYCE BALDRICA, THE CEO/PRESIDENT OF ALL 7 VNA ENTITIES, RECEIVES SALARY ONLY FROM THIS ORGANIZATION - VISITING NURSE ASSOCIATION OF THE TREASURE COAST, INC. HOWEVER, HER DAILY WORK INCLUDES MANAGING ALL 7 VNA ENTITIES. THE FOLLOWING IS THE ALLOCATION OF JOYCE'S WEEKLY WORKING HOURS: VNA TREASURE COAST, INC (EIN:59-2664912) - 16 HOURS PER WEEK VNA HOSPICE OF INDIAN RIVER COUNTY, INC (EIN:59-2402136) - 8 HOURS PER WEEK VNA OF INDIAN RIVER COUNTY, INC (EIN:59-1645497) - 8 HOURS PER WEEK VNA OF SPACE COAST, INC (EIN:65-1002301) - 4 HOURS PER WEEK VNA OF HEALTH SERVICES, INC (EIN:59-2624839) - 1.2 HOURS PER WEEK VNA HOSPICE AND FOUNDATION, INC (EIN:59-2804739) - 2.8 HOURS PER WEEK VNA PRIVATE SERVICES, INC (EIN:26-1690814) - 0.5 HOURS PER WEEK FORM 990, PART VII, SECTION A ANN MARIE MCCRYSTAL SERVED ON THE BOARD OF 6 VNA ENTITIES DURING THIS FISCAL YEAR. THE FOLLOWING IS THE LIST OF WEEKLY HOURS DEVOTED TO EACH ENTITY'S BOARD: VNA TREASURE COAST, INC (EIN:59-2664912) - 0.5 HOURS PER WEEK VNA OF INDIAN RIVER COUNTY, INC (EIN:59-1645497) - 0.5 HOURS PER WEEK VNA OF SPACE COAST, INC (EIN:65-1002301) - 0.5 HOURS PER WEEK VNA OF HEALTH SERVICES, INC (EIN:59-2624839) - 0.5 HOURS PER WEEK VNA HOSPICE AND FOUNDATION, INC (EIN:59-2804739) - 0.5 HOURS PER WEEK VNA PRIVATE SERVICES, INC (EIN:26-1690814) - 0.5 HOURS PER WEEK FORM 990, PART VII, SECTION A OFFICERS AND DIRECTORS - TIME DEVOTED TO VISITING NURSE ASSOCIATION OF TREASURE COAST, INC (EIN: 59-2664912): NAME TITLE HRS/WK DEVOTED CAROL KANAREK DIRECTOR 0.5 PAUL F. NEZI DIRECTOR 0.5 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 189,313. 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. 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 PRIVATE SERVICES INC 920 37TH PLACE SUITE 101 VERO BEACH FL 32960 261690814 PROVIDE 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 1 0 0 0 1 1 0 0 0 0