VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC (EIN 59-2804739)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-04-11
- IRS object ID
- 201141019349300414
- Schema version
- 2009v1.7
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-11T13:03:39-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simione Macca & Larrow LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4130 Whitney Avenue | AddressLine1 |
| City | Hamden | City |
| State | CT | State |
| ZIP Code | 06518 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592804739 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Visiting Nurse Association & Hospice | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VISI | NameControl |
| Phone | 7725675551 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 35th Lane | AddressLine1 |
| City | Vero Beach | City |
| State | FL | State |
| ZIP Code | 329606549 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE BALDRICA | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7725675551 | Phone |
| Date Signed | 2011-04-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Richard C Simione CPA | Name |
| Phone | 2032810540 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOYCE BALDRICA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 35th Lane | AddressLine1 |
| City | Vero Beach | City |
| State | FL | State |
| ZIP Code | 329606549 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9860962 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.vnatc.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1987 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | Fundraising for its tax exempt entities | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2037890 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2286569 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 260590 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 260590 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1064720 | InvestmentIncomePriorYear |
| Investment Income Current Year | 404960 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 169461 | OtherRevenuePriorYear |
| Other Revenue Current Year | -24380 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1403221 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2927739 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1602928 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1996289 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 359478 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 332425 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 273066 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 685028 | OtherExpensePriorYear |
| Other Expenses Current Year | 684472 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2647434 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3013186 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1244213 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -85447 | RevenuesLessExpensesCY |
| Total Assets BOY | 16241287 | TotalAssetsBOY |
| Total Assets EOY | 16912406 | TotalAssetsEOY |
| Total Liabilities BOY | 269956 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 301118 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15971331 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16611288 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1996289 | Expense |
| Revenue | 330735 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 1996289 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BLUMSTEIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7729785550 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 35th Lane | AddressLine1 |
| City | Vero Beach | City |
| State | FL | State |
| ZIP Code | 329606549 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| ANN J JONES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NANCY LYNCH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BILL STEWART | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JUDY CALDWELL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JACK MITCHELL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ANNE COONEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DON KELLER | |||||||
| TREASURER | 7.00 | X | 0 | 0 | 0 | ||
| KATHIE PIERCE | |||||||
| VICE CHAIRMAN | 2.00 | X | 0 | 0 | 0 | ||
| MARILYN WURZER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GIFFORD HAMPTON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARTA SCHNEIDER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PAUL NEZI | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ANN Marie McCrystal | |||||||
| IMMEDIATE PAST CHAIRMAN | 20.00 | 0 | 0 | 0 | X | ||
| John Campione | |||||||
| VICE CHAIRMAN | 2.00 | 0 | 0 | 0 | X | ||
| SUE TOMPKINS | |||||||
| DIRECTOR | 2.00 | 0 | 0 | 0 | X | ||
| LALA MARESI | |||||||
| SECRETARY | 2.00 | 0 | 0 | 0 | X | ||
| CAROL KANaREK | |||||||
| CHAIRMAN | 20.00 | 0 | 0 | 0 | X | ||
| THOMAS C LEE JR | |||||||
| asst secretary | 2.00 | 0 | 0 | 0 | X | ||
| JOYCE BALDRICA | |||||||
| PRESIDENT/CEO | 2.00 | 0 | 0 | 0 | X | ||
| JAMES NEWBROUGH | |||||||
| FORMER PRESIDENT/CEO | 0.00 | 0 | 214432 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 214432 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 200800 | FundraisingEvents |
| All Other Contributions | 2085769 | AllOtherContributions |
| Noncash Contributions | 62845 | NoncashContributions |
| Total Contributions | 2286569 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Facility revenue | Description |
| Business Code | 532000 | BusinessCode |
| Total Revenue Column | 260590 | TotalRevenueColumn |
| Related Or Exempt Function Income | 260590 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 260590 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 334815 | TotalRevenueColumn |
| Exclusion | $334,815 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6978988 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6908843 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70145 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 70145 | TotalRevenueColumn |
| Related Or Exempt Function Income | 70145 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 200800 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 24380 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -24380 | TotalRevenueColumn |
| Exclusion | -$24,380 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2927739 | TotalRevenueColumn |
| Related Or Exempt Function Income | 330735 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $310,435 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1996289 | Total |
| Program Services | 1996289 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274087 | Total |
| Management And General | 150799 | ManagementAndGeneral |
| Fundraising | 123288 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34004 | Total |
| Management And General | 21442 | ManagementAndGeneral |
| Fundraising | 12562 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24334 | Total |
| Management And General | 13099 | ManagementAndGeneral |
| Fundraising | 11235 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3504 | Total |
| Management And General | 3504 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33802 | Total |
| Management And General | 17136 | ManagementAndGeneral |
| Fundraising | 16666 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2762 | Total |
| Management And General | 15 | ManagementAndGeneral |
| Fundraising | 2747 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58496 | Total |
| Management And General | 27523 | ManagementAndGeneral |
| Fundraising | 30973 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18140 | Total |
| Management And General | 8922 | ManagementAndGeneral |
| Fundraising | 9218 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37200 | Total |
| Management And General | 36899 | ManagementAndGeneral |
| Fundraising | 301 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1714 | Total |
| Management And General | 695 | ManagementAndGeneral |
| Fundraising | 1019 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13258 | Total |
| Management And General | 8118 | ManagementAndGeneral |
| Fundraising | 5140 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244894 | Total |
| Management And General | 244894 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18665 | Total |
| Management And General | 18470 | ManagementAndGeneral |
| Fundraising | 195 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| Home Office Allocation | 170879 | 170879 | |
| Investment Fees | 64132 | 23226 | 40906 |
| EVENT SUPPLIES | 42906 | 27022 | 15884 |
| CONTRACT SERVICES | 24407 | 195 | 24212 |
| DUES & SUBSCRIPTIONS | 3554 | 454 | 3100 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -53841 | Total |
| Management And General | -29461 | ManagementAndGeneral |
| Fundraising | -24380 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3013186 | Total |
| Program Services | 1996289 | ProgramServices |
| Management And General | 743831 | ManagementAndGeneral |
| Fundraising | 273066 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29437 | BOY |
| EOY | 47672 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 253190 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50845 | BOY |
| EOY | 33539 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21571 | BOY |
| EOY | 21091 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5665662 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2601083 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3309473 | BOY |
| EOY | 3064579 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12294701 | BOY |
| EOY | 13135959 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 535260 | BOY |
| EOY | 356376 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16241287 | BOY |
| EOY | 16912406 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24331 | BOY |
| EOY | 28571 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245625 | BOY |
| EOY | 272547 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 269956 | BOY |
| EOY | 301118 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7903331 | BOY |
| EOY | 8422644 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1341671 | BOY |
| EOY | 1406437 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6726329 | BOY |
| EOY | 6782207 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15971331 | BOY |
| EOY | 16611288 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16241287 | BOY |
| EOY | 16912406 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (6 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| Visiting Nurse Association of Indian River County Inc | |||||
| 591645497 | 9 | 1 | 1 | 1 | $479,784 |
| VNA Health Services Inc | |||||
| 592624839 | 9 | 1 | 1 | 1 | $20,370 |
| VNA Hospice of Indian River County Inc | |||||
| 592402136 | 9 | 1 | 1 | 1 | $1,105,380 |
| VNA Space Coast Inc | |||||
| 651002301 | 9 | 1 | 1 | 1 | $205,945 |
| VNA PRIVATE Services Inc | |||||
| 261690814 | 9 | 1 | 1 | 1 | $103,633 |
| VNA of the Treasure Coast Inc | |||||
| 592664912 | 11 | 1 | 1 | 1 | $81,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 6 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1996810 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6726329 | BeginningOfYearBalance |
| Contributions | 55878 | Contributions |
| End Of Year Balance | 6782207 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6641908 | BeginningOfYearBalance |
| Contributions | 84421 | Contributions |
| End Of Year Balance | 6726329 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4542724 | OtherCostOrOtherBasis |
| Depreciation | 2174612 | Depreciation |
| Book Value | 2368112 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1050000 | OtherCostOrOtherBasis |
| Depreciation | 358269 | Depreciation |
| Book Value | 691731 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 72938 | OtherCostOrOtherBasis |
| Depreciation | 68202 | Depreciation |
| Book Value | 4736 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3064579 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Obligation under CGA | Description |
| Amount | $272,547 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 272547 | TotalOfAmounts |
| Total Revenue | 2927739 | TotalRevenue |
| Total Expenses | 3013186 | TotalExpenses |
| Excess Or Deficit For Year | -85447 | ExcessOrDeficitForYear |
| Other | $725,404 | OtherAmount |
| Total Adjustments | 725404 | TotalAdjustments |
| Excess Or Deficit Per FS | 639957 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3677523 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 742748 | NetUnrealizedGainsInvestments |
| Other Revenues | 7036 | OtherRevenues |
| Revenue Not Rptd F990 | 749784 | RevenueNotRptdF990 |
| Revenue Subtotal | 2927739 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2927739 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3037566 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 24380 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 24380 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3013186 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3013186 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF-A-THON | NameOfEvent1 |
| Gross Receipts Event1 | 200800 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 200800 | CharitableContributionsEvent1 |
| Other Direct Expenses Event1 | 24380 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 200800 | GrossReceiptsTotal |
| Charitable Contributions Total | 200800 | CharitableContributionsTotal |
| Other Direct Expenses Total Events | 24380 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 24380 | DirectExpenseSummaryEvents |
| Net Income Summary | -24380 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| VNA Health Services Inc | |||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | 592624839 | 501(C)3 | 15897 | To provide financial assistance for the organization to meet its needs. |
| VNA Hospice of Indian River County Inc | |||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | 592402136 | 501(C)3 | 696985 | To provide financial assistance for the organization to meet its needs. |
| VNA Space Coast Inc | |||||||
| 1600 SARNO COAST | MELBOURNE | FL | 32935 | 651002301 | 501(C)3 | 160453 | 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 | 296560 | 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 | 472186 | To provide financial assistance for the organization to meet its needs. |
| VNA PRIVATE SERVICES INC | |||||||
| 920 37TH PLACE SUITE 101 | VERO BEACH | FL | 32960 | 650845766 | 501(C)3 | 2445 | To provide financial assistance for the organization to meet its needs. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES NEWBROUGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 214432 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 214432 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 11 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 62845 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE FORM 990 WAS REVIEWED WITH THE DIRECTOR OF FINANCE AND THE TREASURER OF THE BOARD. |
| 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 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, QUESTION 2C: NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|
| VNA HEALTH SERVICES INC | |||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | 592624839 | FL |
| VNA PRIVATE SERVICES INC | |||||
| 920 37TH PLACE SUITE 101 | VERO BEACH | FL | 32960 | 261690814 | FL |
| VNA HOSPICE OF INDIAN RIVER COUNTY INC | |||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | 592402136 | FL |
| VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC | |||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | 591645497 | FL |
| VNA SPACE COAST INC | |||||
| 1600 SARNO ROAD | MELBOURNE | FL | 32935 | 651002301 | FL |
| VISITING NURSE ASSOCIATION OF THE TREASURE COAST INC | |||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | 592664912 | FL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| VNA PRIVATE SERVICES INC | |
| D | 209798 |
| Visiting Nurse Association of Indian River County Inc | |
| B | 479784 |
| VNA Health Services Inc | |
| B | 20370 |
| VNA Hospice of Indian River County Inc | |
| B | 1105380 |
| VNA Space Coast Inc | |
| B | 205945 |
| VNA PRIVATE Services Inc | |
| B | 103633 |
| VNA of the Treasure Coast Inc | |
| B | 81698 |
| VNA Hospice of Indian River County Inc | |
| I | 260590 |
| VNA of the Treasure Coast Inc | |
| J | 32535 |
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