2012-05-10T15:40:00-05:00 2011-09-30 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 500 ORLANDO FL 32801 990 2010-10-01 592804739 VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC VISI 7725675551 1110 35TH LANE VERO BEACH FL 329606549 JOYCE BALDRICA 7725675551 2012-03-23 1 CINDY D BAKER 4078021200 2012-03-23 2010 2016-02-24 21:20:13Z JOYCE BALDRICA 1110 35TH LANE VERO BEACH FL 32960 3419389 0 X WWW.VNATC.COM X 1987 FL FUNDRAISING FOR ITS TAX EXEMPT ENTITIES 17 17 0 0 0 0 2286569 1398222 260590 260590 404960 790731 -24380 -17200 2927739 2432343 1996289 1198041 0 0 332425 344036 0 0 322430 684472 705933 3013186 2248010 -85447 184333 16912406 16782735 301118 547946 16611288 16234789 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 1427656 676259 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. 1427656 1 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 FL X X MARY BLUMSTEIN 7729785550 1110 35TH LANE VERO BEACH FL 32960 ANN MARIE MCCRYSTAL 25.00 X X 0 0 0 JOHN CAMPIONE 2.00 X X 0 0 0 DON KELLER 2.00 X X 0 0 0 LALA MARESI 2.00 X X 0 0 0 CAROL KANAREK 25.00 X X 0 0 0 THOMAS C LEE JR 2.00 X X 0 0 0 JOYCE BALDRICA 2.00 X X 0 96333 0 KATHIE PIERCE 2.00 X X 0 0 0 ANN J JONES 2.00 X 0 0 0 JAN MCCOY 2.00 X 0 0 0 BILL STEWART 2.00 X 0 0 0 JUDY CALDWELL 2.00 X 0 0 0 JACK MITCHELL 2.00 X 0 0 0 ANNE COONEY 2.00 X 0 0 0 SUE TOMPKINS 2.00 X 0 0 0 MARTA SCHNEIDER 2.00 X 0 0 0 PAUL NEZI 2.00 X 0 0 0 0 96333 0 0 0 0 0 0 173043 1225179 1398222 FACILITY REVENUE 532000 260590 260590 260590 375062 375062 1385515 969846 415669 415669 415669 0 173043 17200 -17200 -17200 2432343 676259 0 357862 1198041 1198041 310125 148202 161923 7570 2415 5155 26341 13116 13225 5510 5044 466 25205 4096 21109 455 455 45171 9812 35359 3155 368 2787 601 601 1520 517 1003 11897 8557 3340 230553 229615 938 HOME OFFICE ALLOCATION 267399 267399 INVESTMENT FEES 65279 24993 40286 EVENT SUPPLIES 10008 940 9068 DUES AND SUBSCRIPTIONS 4248 1848 2400 34932 9224 25708 2248010 1427656 497924 322430 47672 127589 253190 253893 33539 28894 21091 17815 5733862 2831636 3064579 2902226 13135959 13452318 356376 0 16912406 16782735 28571 41176 272547 506770 301118 547946 X 8422644 7925234 1406437 1391777 6782207 6917778 16611288 16234789 16912406 16782735 X 184333 -560832 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 375412 VNA HEALTH SERVICES INC 592624839 9 1 1 1 0 VNA HOPSICE OF INDIAN RIVER COUNTY INC 592402136 9 1 1 1 675286 VNA SPACE COAST INC 651002301 9 1 1 1 11020 VNA PRIVATE SERVICES INC 261690814 9 1 1 1 0 VNA OF THE TREASURE COAST INC 592664912 9 1 1 1 148271 6 1209989 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6782207 135571 6917778 6726329 55878 6782207 6641908 84421 6726329 1.00000 0 0 4603302 2378845 2224457 1050000 381851 668149 80560 70940 9620 2902226 ANNUITY PAYMENT LAIBILITY 286775 DUE TO AFFILIATES 219995 506770 THE ENDOWMENT FUNDS ARE ESTABLISHED FOR THE PURPOSE OF PROVIDING INCOME TO SUPPORT GENERAL OPERATIONS. GOLF-A-THON 171867 171867 15039 HUSTLE 1176 1176 2161 173043 173043 17200 17200 -17200 0 VNA HEALTH SERVICES INC 1110 35TH LANE VERO BEACH FL 32960 592624839 501(C)(3) 0 0 TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS VNA HOPSICE OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 592402136 501(C)(3) 663223 0 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) 11020 0 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) 375412 0 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) 148386 0 TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS VNA PRIVATE SERVICES INC 920 37TH PLACE SUITE 101 VERO BEACH FL 32960 261690814 501(C)(3) 0 0 TO PROVIDE FINANCIAL ASSISTANCE FOR THE ORGANIZATION TO MEET ITS NEEDS 6 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 15A 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -560,832. FORM 990, PART XI, LINE 2C: THE PROCESS FOR APPROVING AUDITED FINANCIAL STATEMENTS OR SELECTING INDEPENDENT ACCOUNTANTS HAS NOT CHANGED FROM THE PRIOR YEAR. VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC 1110 35TH LANE VERO BEACH FL 32960 591645497 MANAGEMENT AND ADMINISTRATIVE 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 0 0 0 0 0 0 VNA PRIVATE SERVICES INC D 127691 VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC B 375412 VNA HOPSICE OF INDIAN RIVER COUNTY INC I 260590 VNA HOPSICE OF INDIAN RIVER COUNTY INC B 675286 VNA SPACE COAST INC B 11020 VISITING NURSE ASSOCIATION OF THE TREASURE COASTINC B 148271