2011-11-07T12:20:46-06:00 2010-12-31 RSM MCGLADREY INC 80 CITY SQUARE BOSTON MA 021293742 990 2010-01-01 042105800 VISITING NURSE ASSOCIATION OF BOSTON INC VISI 6178866500 500 RUTHERFORD AVENUE SUITE 101 CHARLESTOWN MA 02129 RSM MCGLADREY INC 6178866500 2011-11-07 1 6179129000 2010 2016-02-24 21:20:13Z REYNOLD G SPADONI 500 RUTHERFORD AVENUE NO 101 CHARLESTOWN MA 02129 47808158 0 X WWW.BOSTONVNA.ORG X 1944 MA TO PROVIDE HEALTHCARE AND SUPPORTIVE SERVICES TO INDIVIDUALS AT THEIR HOMES WITHIN BOSTON AND SURROUNDING COMMUNITIES WITH CARE THAT WILL MAXIMIZE THEIR HEALTH, INDEPENDENCE AND QUALITY OF LIFE. THE ORGANIZATION PROVIDED MORE THAN 237,000 HOME CARE VISITS DURING THE YEAR ENDED DECEMBER 31, 2010. 17 17 373 0 0 0 250689 525549 38834505 39024552 27200 835294 87054 233221 39199448 40618616 0 0 0 0 27940865 28910865 0 0 18327 10793051 11163091 38733916 40073956 465532 544660 56129590 28075270 45072162 15394514 11057428 12680756 X THE VISITING NURSE ASSOCIATION OF BOSTON, A NON-PROFIT ORGANIZATION, IS THE OLDEST AND LARGEST PROVIDER OF COMPREHENSIVE AND COMPASSIONATE HOME HEALTH CARE AND HOSPICE SERVICES IN GREATER BOSTON. EVERYDAY, OUR EXPERIENCED CLINICIANS CARE FOR THOUSANDS OF PATIENTS AND FAMILIES FROM INFANTS TO ELDERS IN A RANGE OF SOCIOECONOMIC GROUPS. AND, WE ARE THE LARGEST PROVIDER OF SERVICES TO THOSE WHO CANNOT AFFORD THEM.THE VISITING NURSE ASSOCIATION OF BOSTON & AFFILIATES PROVIDES HOME HEALTHCARE THROUGH THE VNA OF BOSTON, PRIVATE PAY SERVICES THROUGH VNA PRIVATE CARE, AND END-OF-LIFE SUPPORT THROUGH VNA HOSPICE CARE. WE COORDINATE SUPERIOR CARE ACROSS THE CONTINUUM - FOR ALL AGES, HEALTHCARE NEEDS, AND INCOME LEVELS - SO THAT OUR PATIENTS AND THEIR FAMILIES THROUGHOUT GREATER BOSTON HAVE PEACE OF MIND AND, MOST IMPORTANTLY, CAN LIVE INDEPENDENTLY AT HOME. 0 0 29882824 39179286 PROVIDING RESIDENTS OF BOSTON AND SURROUNDING COMMUNITIES WITH CARE THAT WILL MAXIMIZE THEIR HEALTH, INDEPENDENCE AND QUALITY OF LIFE. THE ORGANIZATION PROVIDED MORE THAN 237,000 HOME CARE VISITS DURING THE YEAR ENDED DECEMBER 31, 2010. 29882824 1 1 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 0 1 38 0 373 1 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 1 0 MA X X JUDY TOY CONTROLLER 6178866500 500 RUTHERFORD AVENUE SUITE 101 CHARLESTOWN MA 02129 BRIAN D BIXBY ESQ 5.00 X 0 0 0 JUERGEN BLUDAU MD CMD 5.00 X 0 0 0 GEORGIA BUCK 5.00 X 0 0 0 RENARD CHARITY 5.00 X 0 0 0 LINDA HOPE-SPRINGER 5.00 X 0 0 0 JOHN W MACDUFFIE 5.00 X X 0 0 0 FREDERIC C MARKEY 5.00 X 0 0 0 PAULA MCNICHOLS 5.00 X 0 0 0 LORIANN MEAGHER 5.00 X 0 0 0 JOHN E MURPHY 5.00 X X 0 0 0 LIZETTE PEREZ-DEISBOECK 5.00 X X 0 0 0 LINDA PERLMUTTER 5.00 X 0 0 0 SHEPARD REMIS 5.00 X 0 0 0 ALEXANDRA SCHWEITZER 5.00 X X 0 0 0 HELENE SOLOMON 5.00 X 0 0 0 VALERIE SULLIVAN 5.00 X 0 0 0 ROBERT A WITZBURG MD 5.00 X 0 0 0 REYNOLD G SPADONI 5.00 X 0 275327 44065 H KENNETH MCNULTY 5.00 X 0 163512 58423 KEREN DIAMOND 37.50 X 134857 0 55399 PAUL ALBUSHIES 37.50 X 133712 0 42183 DAVID DIMATTEO 37.50 X 128526 0 41536 CAROL BOURNE 37.50 X 126004 0 16203 JOAN HURTON 37.50 X 120972 0 42854 DONNA HOLT 37.50 X 120616 0 35157 764687 438839 335820 70 0 1 0 SUBURBAN HOMEMAKING 1050 COMMONWEALTH AVE BOSTON MA 02215 HOME HEALTH AID STAFFING 1025038 BOSTON CAB DISPATCH INC 60 KILMARNOCK STREET BOSTON MA 02215 SECURITY/TRANSPORTATION 471224 CROSS COUNTRY STAFFING PO BOX 404674 ATLANTA GA 30384 THERAPY SERVICES 403253 THE ALLIED GROUP 25 AMFLEX DRIVE CRANSTON RI 02921 PRINTING SERVICES 108823 4 420772 104777 525549 MEDICARE/MEDICAID PMTS 900099 38395334 38395334 NET PATIENT SVC REV 624100 395917 395917 CONSULTING SERVICES 624100 230627 230627 WELLNESS PROGRAM 624100 2674 2674 39024552 522815 522815 7376317 7063838 312479 312479 312479 204191 125704 78487 78487 MISCELLANEOUS INCOME 900099 154734 154734 154734 40618616 39179286 0 913781 154919 154919 23515772 20703795 2811977 870999 766928 104071 2648767 2331843 316924 1720408 1506048 214360 6071265 6071265 77412 77412 96700 96700 2515104 2369978 144739 387 2021 2021 338772 133357 198261 7154 856445 856445 1711 1711 33910 31055 2855 59512 59512 298311 298311 MEDICAL SUPPLIES 565605 565605 BAD DEBT EXPENSE 134674 134674 EQUIPMENT RENTAL AND MA 62112 4775 57337 SPECIAL EVENTS EXPENSE 15859 3618 1455 10786 CONTINUING EDUCATION 14722 14722 18956 1726 17230 40073956 29882824 10172805 18327 3338282 3514823 2230098 2232073 5536570 5485940 60249 489601 297524 1497202 876802 670885 620400 12189626 13937117 701363 712781 30912916 1274612 56129590 28075270 2897478 2971120 2015143 1805046 2671265 2093959 37488276 8524389 45072162 15394514 X 9842413 11415901 43039 83852 1171976 1181003 11057428 12680756 56129590 28075270 X 544660 1078668 X 0 1 1 X 0 X 285008 230777 159878 250689 525549 1451901 38093081 39023560 38603024 38834505 39024552 193578722 38378089 39254337 38762902 39085194 39550101 195030623 0 0 0 195030623 629437 664526 614424 562769 522815 2993971 629437 664526 614424 562769 522815 2993971 72115 58495 123180 209639 358925 822354 39079641 39977358 39500506 39857602 40431841 198846948 0.98080 0.98280 0.01510 0.01440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 302105 152311 149794 1132200 724491 407709 62897 62897 620400 ANNUITY PAYABLE 80726 DUE TO AFFILIATE, VNA OF BOSTON FOUNDATION, INC. 2208103 DUE TO AFFILIATE, VNA HOSPICE CARE, INC. 6235560 8524389 40618616 40073956 544660 999170 79498 1078668 1623328 41822988 999170 79498 1078668 40744320 -125704 -125704 40618616 40199660 125704 125704 40073956 0 40073956 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION FOLLOWS CURRENT ACCOUNTING STANDARDS FOR INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THIS GUIDANCE ALSO PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT STANDARD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF AN INCOME TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IN ADDITION, IT PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THESE PROVISIONS BECAME EFFECTIVE FOR THE ORGANIZATION FOR THE YEAR ENDED DECEMBER 31, 2009 AND THERE WAS NO IMPACT TO THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE ADOPTION OF THIS STANDARD. THE PROVISIONS WERE TO BE APPLIED TO ALL TAX POSITIONS UPON INITIAL APPLICATION OF THIS STANDARD, AND ONLY TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE COULD HAVE BEEN RECOGNIZED OR CONTINUED TO BE RECOGNIZED UPON ADOPTION. THE ORGANIZATION WILL ACCOUNT FOR INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS A PART OF TAX EXPENSE. PART XI, LINE 8 - OTHER ADJUSTMENTS: RESIDUAL INCOME FROM DEMUTUALIZATION OF EMPLOYEE BENEFIT PLANS 72,786. NET UNREALIZED LOSS ON PERMANENTLY RESTRICTED ASSETS -2,315. GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 16,254. CHANGES IN PERMANENTLY RESTRICTED NET ASSETS -7,227. PART XII, LINE 2D - OTHER ADJUSTMENTS: RESIDUAL INCOME FROM DEMUTUALIZATION OF EMPLOYEE BENEFIT PLANS 72,786. NET UNREALIZED LOSS ON PERMANENTLY RESTRICTED ASSETS -2,315. GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 16,254. CHANGES IN PERMANENTLY RESTRICTED NET ASSETS -7,227. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -125,704. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 125,704. GALA EVENT 169242 169242 66235 35660 POLAR EXPRESS FESTIVAL 34949 34949 11807 12002 204191 204191 78042 47662 125704 78487 X X X 0 0 0 0 0 0 0 0 0 REYNOLD G SPADONI 0 240327 0 35000 0 0 0 16500 0 27565 0 319392 0 0 H KENNETH MCNULTY 0 157839 0 5673 0 0 0 33347 0 25076 0 221935 0 0 KEREN DIAMOND 134857 0 0 0 0 0 27084 0 28315 0 190256 0 0 0 PAUL ALBUSHIES 133712 0 0 0 0 0 32252 0 9931 0 175895 0 0 0 DAVID DIMATTEO 128526 0 0 0 0 0 31263 0 10273 0 170062 0 0 0 JOAN HURTON 119722 0 1250 0 0 0 20308 0 22546 0 163826 0 0 0 DONNA HOLT 120616 0 0 0 0 0 25095 0 10062 0 155773 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS REVIEWED BY THE CEO, CFO AND CONTROLLER. THE 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE TO BE REVIEWED AND APPROVED. THE FINANCE COMMITTEE IS MADE UP OF FOUR BOARD MEMBERS WHO HAVE BEEN DETERMINED TO BE FINANCIAL EXPERTS. THE APPROVED 990 WILL BE MADE AVAILABLE TO ALL BOARD MEMBERS AT THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY ANNUALLY AT THE COMPANY'S ANNUAL BOARD MEETING. ALL MANAGERS ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST POLICY AT THEIR ANNUAL REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE VNA OF BOSTON ENGAGED AN OUTSIDE EXECUTIVE COMPENSATION CONSULTANT, OLNEY & ASSOCIATES, TO CONDUCT AN EXECUTIVE COMPENSATION SURVEY FOR THE POSITIONS OF CEO, VICE PRESIDENT OF FINANCE, VICE PRESIDENT OF OPERATIONS, EXECUTIVE DIRECT OF HOSPICE, EXECUTIVE DIRECTOR OF SENIOR CARE ALTERNATIVES, DIRECTOR OF HUMAN RESOURCE, CHIEF INFORMATION OFFICER, DIRECTOR OF DEVELOP/COMMUNICATIONS; DIRECTOR OF PROVIDER RELATIONS, DIRECTOR OF RISK, QUALITY AND REGULATORY AFFAIRS. HOMECARE AGENCIES FROM ACROSS THE COUNTRY OF SIMILAR SIZE AND BUDGET WERE INVITED TO PARTICIPATE. OF 19 INVITED AGENCIES, 18, SUBMITTED DATA ON BASE SALARY, BONUS, BENEFITS, PERQUISITES AND TOTAL COMPENSATION. FINDINGS WERE PRESENTED TO EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IN MAY 2007. THE CONSULTANT COMMUNICATED DIRECTLY WITH THE BOARD CHAIR. CEO DATA AND RECOMMENDATIONS WERE PROVIDED DIRECTLY TO THE BOARD COMMITTEE. ALL IS DOCUMENTED IN MINUTES WITH COMPARABILITY REPORT AND EXPLANATION OF VARIANCES FROM THE MARKET DATA (E.G. PAY POLICY DECISION, ADDITIONAL RESPONSIBILITY, PERFORMANCE AND SENIORITY, STRATEGIC REQUIREMENTS, BOSTON COST OF LIVING). SOME ADJUSTMENTS WERE MADE IN PAY AS A RESULT OF THE SURVEY. THE AGENCY USES SURVEYS CONDUCTED BY WESTMINSTER ASSOCIATES FOR THE HOME HEALTH ALLIANCE AND PARTICIPATES IN OTHER SURVEYS CONDUCTED BY LARGE SIZED AGENCIES IN THE COUNTRY TO PROVIDE COMPARATIVE SALARY DATA FOR ALL SENIOR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 999,170. RESIDUAL INCOME FROM DEMUTUALIZATION OF EMPLOYEE BENEFIT PLANS 72,786. NET UNREALIZED LOSS ON PERMANENTLY RESTRICTED ASSETS -2,315. GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 16,254. CHANGES IN PERMANENTLY RESTRICTED NET ASSETS -7,227. TOTAL TO FORM 990, PART XI, LINE 5: 1,078,668. FORM 990, PART VII, SECTION A, COLUMN B: H. KENNETH MCNULTY IS THE CFO & VP OF FINANCE OF VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION AND AFFILIATES AND WORKS AN AVERAGE OF 37.5 HOURS PER WEEK IN THIS CAPACITY. REYNOLD SPADONI IS THE PRESIDENT & CEO OF VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION AND AFFILIATES AND WORKS AN AVERAGE OF 37.5 HOURS PER WEEK IN THIS CAPACITY. KEREN DIAMOND IS THE VP OF OPERATIONS OF VISITING NURSE ASSOCIATION OF BOSTON FOUNDATION AND AFFILIATES AND WORKS AN AVERAGE OF 37.5 HOURS PER WEEK IN THIS CAPACITY. VNAB FOUNDATION INC 500 RUTHERFORD AVENUE SUITE 101 CHARLESTOWN MA 02129 042880614 FUNDRAISING MA 501(C)(3) LINE 7 N/A 0 VNAB MANAGEMENT RESOURCE INC 500 RUTHERFORD AVENUE SUITE 101 CHARLESTOWN MA 02129 042880108 MANAGEMENT SERVICES MA 501(C)(3) LINE 9 N/A 0 VNA HOSPICE CARE INC 100 TRADECENTER SUITE G-500 WOBURN MA 01801 042658051 HOSPICE CARE MA 501(C)(3) LINE 7 N/A 0 VNA PRIVATE CARE INC 44 WASHINGTON STREET SUITE 100 WELLESLEY HILLS MA 02481 201916670 PRIVATE DUTY HOME CARE MA N/A C 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0