SOUTHCOAST VISITING NURSE ASSOCIATION INC: Form 990, tax year 2009
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- Organization
- SOUTHCOAST VISITING NURSE ASSOCIATION INC (EIN 04-2105745)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-08-15
- IRS object ID
- 201142279349301549
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-15T12:12:34-05:00 | 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 | BRAD BORBIDGE PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 197 LOUDON ROAD STE 350 | AddressLine1 |
| City | CONCORD | City |
| State | NH | State |
| ZIP Code | 03301 | 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 | 042105745 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISITING NURSE ASSOCIATION OF | BusinessNameLine1 |
| Business Name Line2 | southeastern massachusetts inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VISI | NameControl |
| Phone | 5086768251 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 BEDFORD STREET | AddressLine1 |
| City | FALL RIVER | City |
| State | MA | State |
| ZIP Code | 02720 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | sharon jones | Name |
| Title | CEO | Title |
| Phone | 5086768251 | Phone |
| Date Signed | 2011-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Dimitrios Panacoulos CPA | Name |
| Phone | 6032240849 | 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 | sharon Jones | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 BEDFORD STREET | AddressLine1 |
| City | fall river | City |
| State | MA | State |
| ZIP Code | 02720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16632676 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.vnasm.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1941 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | The Visiting Nurse Association of Southeastern Massachusetts, Inc. is committed to providing high quality comprehensive health and hospice services in the home setting and community-based programs which foster improvements and maintenance of health, prevention of disease and disability and compassionate end-of-life care. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 311 | TotalNbrEmployees |
| Total Nbr Volunteers | 115 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 435323 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 352650 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17580419 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16154824 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -49166 | InvestmentIncomePriorYear |
| Investment Income Current Year | 125202 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17966576 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16632676 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12817192 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12521047 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 10678 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4751491 | OtherExpensePriorYear |
| Other Expenses Current Year | 4587874 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17568683 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17108921 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 397893 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -476245 | RevenuesLessExpensesCY |
| Total Assets BOY | 12426090 | TotalAssetsBOY |
| Total Assets EOY | 11577452 | TotalAssetsEOY |
| Total Liabilities BOY | 2323090 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1572017 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 10103000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10005435 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Visiting Nurse Association of Southeastern Massachusetts, Inc. is committed to providing high quality comprehensive health and hospice services in the home setting and community-based programs which foster improvements and maintenance of health, prevention of disease and disability and compassionate end-of-life care. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14226740 | Expense |
| Revenue | 16154824 | Revenue |
| Description | Health care - provides acute health care to patients at home, supportive care to the terminally ill, and group supervision, activities, and meals for physically and/or mentally impaired adults. | Description |
| Total Program Service Expense | 14226740 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 0 | 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 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 311 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN TAYLOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5086768251 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 502 BEDFORD STREET | AddressLine1 |
| City | fall river | City |
| State | MA | State |
| ZIP Code | 02720 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| cynthia c burke | |||||||
| BOARD OF TRUSTEES | X | 0 | 0 | 0 | |||
| donald j emond | |||||||
| bOARD OF TRUSTEES | X | 0 | 0 | 0 | |||
| william grigg | |||||||
| Treasurer/asst clerk | X | 0 | 453757 | 30685 | 1.00 | X | |
| ruth e hurley | |||||||
| secretary | X | 0 | 0 | 0 | X | ||
| rev donald s mier | |||||||
| chairman | X | 0 | 0 | 0 | X | ||
| everett TOD moore | |||||||
| bOARD OF TRUSTEES | X | 0 | 0 | 0 | |||
| william k riley | |||||||
| treasurer | X | 0 | 0 | 0 | X | ||
| ronald a schwartz md | |||||||
| bOARD OF TRUSTEES | X | 0 | 0 | 0 | |||
| sharon jones | |||||||
| presdient/ceo | X | 0 | 0 | 0 | 40.00 | X | |
| Keth Hovan | |||||||
| member | X | 0 | 800688 | 31395 | 1.00 | ||
| Cynthia Cardoza | |||||||
| Former Presdient/CEO | X | 155039 | 0 | 12860 | 40.00 | X | |
| John Taylor | |||||||
| CFO | 0 | 134113 | 5647 | 40.00 | X | ||
| STEPHANIE MELLO | |||||||
| coo | 135035 | 0 | 35109 | 40.00 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 290074 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1388558 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 115696 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Comp health staffing | |||||
| 10 norden place | norwalk | CT | 06855 | Contract PT and OT | 169183 |
| Preferred Health Care Services | |||||
| 633 Metacom Avenue | Warren | RI | 02885 | Contract RN&HHAs | 122992 |
| reflectx services | |||||
| 400 international parkway - suite 3 | lake mary | FL | 32746 | contract pt | 103498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 21324 | FederatedCampaigns |
| Government Grants | 87845 | GovernmentGrants |
| All Other Contributions | 243481 | AllOtherContributions |
| Total Contributions | 352650 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | HOME HEALTH CARE | Description |
| Business Code | 621610 | BusinessCode |
| Total Revenue Column | 16154824 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16154824 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16154824 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 98141 | TotalRevenueColumn |
| Exclusion | $98,141 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27061 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 27061 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27061 | TotalRevenueColumn |
| Exclusion | $27,061 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16632676 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16154824 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $125,202 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167899 | Total |
| Management And General | 167899 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10229410 | Total |
| Program Services | 8718414 | ProgramServices |
| Management And General | 1510996 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324382 | Total |
| Program Services | 272351 | ProgramServices |
| Management And General | 52031 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 968600 | Total |
| Program Services | 813237 | ProgramServices |
| Management And General | 155363 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 830756 | Total |
| Program Services | 697503 | ProgramServices |
| Management And General | 133253 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43263 | Total |
| Management And General | 43263 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75800 | Total |
| Management And General | 75800 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 843823 | Total |
| Program Services | 509721 | ProgramServices |
| Management And General | 334102 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65007 | Total |
| Program Services | 54580 | ProgramServices |
| Management And General | 10427 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124694 | Total |
| Program Services | 104693 | ProgramServices |
| Management And General | 20001 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112289 | Total |
| Program Services | 94278 | ProgramServices |
| Management And General | 18011 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 428952 | Total |
| Program Services | 360148 | ProgramServices |
| Management And General | 68804 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348807 | Total |
| Program Services | 340805 | ProgramServices |
| Management And General | 8002 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28681 | Total |
| Program Services | 24081 | ProgramServices |
| Management And General | 4600 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277717 | Total |
| Program Services | 233171 | ProgramServices |
| Management And General | 44546 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95872 | Total |
| Program Services | 80494 | ProgramServices |
| Management And General | 15378 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| other expenses | 927289 | 778552 | 148737 |
| Program services | 705956 | 705956 | |
| telephone | 234905 | 197226 | 37679 |
| bad debts | 123176 | 123176 | |
| printing and publicatio | 92476 | 77643 | 14833 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59167 | Total |
| Program Services | 40711 | ProgramServices |
| Management And General | 7778 | ManagementAndGeneral |
| Fundraising | 10678 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17108921 | Total |
| Program Services | 14226740 | ProgramServices |
| Management And General | 2871503 | ManagementAndGeneral |
| Fundraising | 10678 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2713954 | BOY |
| EOY | 2161056 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2663040 | BOY |
| EOY | 2045947 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96865 | BOY |
| EOY | 115455 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2706535 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1907596 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 997198 | BOY |
| EOY | 798939 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4122842 | BOY |
| EOY | 4558403 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1832191 | BOY |
| EOY | 1897652 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12426090 | BOY |
| EOY | 11577452 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1505437 | BOY |
| EOY | 925929 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 817653 | BOY |
| EOY | 646088 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2323090 | BOY |
| EOY | 1572017 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8451026 | BOY |
| EOY | 8274283 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75715 | BOY |
| EOY | 95182 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1576259 | BOY |
| EOY | 1635970 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10103000 | BOY |
| EOY | 10005435 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12426090 | BOY |
| EOY | 11577452 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 788378 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 517641 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 522783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 435323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 243481 | CurrentTaxYear |
| Total | 2507606 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16194157 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16730326 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15912680 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17580419 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16154824 | CurrentTaxYear |
| Total | 82572406 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16982535 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17247967 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16435463 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18015742 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16398305 | CurrentTaxYear |
| Total | 85080012 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 85080012 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 208812 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 313414 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 440007 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 128946 | CurrentTaxYearMinus1Year |
| Current Tax Year | 98141 | CurrentTaxYear |
| Total | 1189320 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 208812 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 313414 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 440007 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 128946 | CurrentTaxYearMinus1Year |
| Current Tax Year | 98141 | CurrentTaxYear |
| Total | 1189320 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17191347 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17561381 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16875470 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18144688 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16496446 | CurrentTaxYear |
| Total | 86269332 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98620 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98550 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01380 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01450 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 | 585710 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 50919 | InvestmentEarningsOrLosses |
| Other Expenditures | -31452 | OtherExpenditures |
| End Of Year Balance | 605177 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 579419 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 35262 | InvestmentEarningsOrLosses |
| Other Expenditures | -28971 | OtherExpenditures |
| End Of Year Balance | 585710 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.84000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2706535 | OtherCostOrOtherBasis |
| Depreciation | 1907596 | Depreciation |
| Book Value | 798939 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 798939 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Assets Limited As To Use | 771677 |
| beneficial interest in perpetual trust | 1125975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1897652 | TotalBookValueOtherAssets |
| Total Revenue | 16632676 | TotalRevenue |
| Total Expenses | 17108921 | TotalExpenses |
| Excess Or Deficit For Year | -476245 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 378680 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 378680 | TotalAdjustments |
| Excess Or Deficit Per FS | -97565 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16632676 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 16632676 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16632676 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17108921 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17108921 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17108921 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SCHEDULE D, PART X - THE ORGANIZATION DID NOT HAVE A FIN48 LIABILITY, THEREFORE A FOOTNOTE WAS NOT NEEDED IN THE AUDITED FINANCIAL STATEMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| william grigg | |||||||||||||
| 0 | 400540 | 0 | 38054 | 0 | 15163 | 0 | 0 | 0 | 30685 | 0 | 484442 | 0 | 0 |
| Keth Hovan | |||||||||||||
| 0 | 800688 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 31395 | 0 | 832083 | 0 | 0 |
| Cynthia Cardoza | |||||||||||||
| 155039 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12860 | 0 | 167899 | 0 | 0 | 0 |
| STEPHANIE MELLO | |||||||||||||
| 135035 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 35109 | 0 | 170144 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | VNA's parent corporation, suncoast health systems, inc. ("SHS") serves as the sole corporate member or sole corporate stockholder of each if its affilates. |
| Form 990, Part VI, Section A, line 7a | VNA's parent corporation, Southcoast Health Systems elects the trustees or directors of each affiliate and with respect to certain of the affilates, exercises specified reserve powers and is governed by a board of trustees. |
| Form 990, Part VI, Section A, line 7b | The role of the SHS board is to maintain a system perspective with a regional emphasis and a broad focus across all activities in the organziation. primary functions of the shs board include strategic planning, nnetwork growth and development, and overall fiscal responsibilities. Each affiliate board is expcted to focus on its own activities addressing community needs within its scope of service. |
| Form 990, Part VI, Section B, line 11 | The 990 is reviewed by the CFO and the CEO/President. |
| Form 990, Part VI, Section B, line 12c | SHS has conflict of interest, legal compliance, and code of conduct policies that apply to all trustees, officers, employees and volunteers (referred to as "members"). The President of SHS is responsible for informing all members of this policy. The Chairman of SHS's Board is responsible for making an initial determination as to whether a potential conflict of interest exists with respect to any trustee, officer or director of SHS or any of its affiliates. The President of SHS is responsible for making an initial determination as to whether a potential conflict of interest exists as to any member other than a trustee or director. In the event of a potential conflict relating to the Chairman of SHS, the matter would be reported to the President of SHS and referred automatically to the System's Governance Committee for determination as to whether a potential conflict of interest exists. In the event the affected member disagrees with the initial determination of the Chairman or President, as applicable, then upon request, he or she may be afforded the opportunity to discuss the issue with the SHS Governance Committee which has final authority in its sole discretion to determine whether a potential conflict of interest exists. The affected member, if a member of the Governance Committee, must remove himself from the room during any discussion of the matter (after his initial presentation) and refrain from participating in any vote or other decision making in regard to the matter. The minutes of the meeting would reflect that a full and accurate disclosure was made, that the member abstained from voting or decision making and that a quorum was otherwise present. Violation of this policy may result in disciplinary action up to and including termination of employment or removal from office. The Conflict of interest policy is reviewed annually by the Board. The Board is advised of the policy prior to selection as a member and is required to file within 30 days thereafter the conflict of interest disclosure statement or questionnaire. |
| Form 990, Part VI, Section B, line 15 | Compensation for all vice presidents and higher level executives is established using the following procedure: 1. Review and approval by the compensation committee of Southcoast Health System, without the involvement of persons with a conflict of interest with respect to the compensation arrangement at issue. 2. Use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated positions. The compensation committee engaged the services of an independent human resource consulting firm ("consultant") to provide updated compensation data and assess the reasonableness of the total compensation provided to SHS's executives. This included relevant competitive market practice information for the northeast region market obtained from two healthcare executive compensation surveys that were prepared by independent firms. The consultant also compiled national market data from three commercially-available healthcare executive compensation surveys prepared by independent firms, and 3. Contemporaneous documentation and recordkeeping with respect to deliberations and decisions regarding the compensation arrangements. 4. The consultant's reports were used by the compensation committee for the fiscal year ending September 30, 2009. |
| Form 990, Part VI, Section C, line 19 | All documents are provided upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| Southcoast health system inc | |||||||||
| 101 page street | new bedford | MA | 02740 | 041794625 | Support related entities | MA | 501(c)(3) | 11a | N/A |
| southcoast hospital group | |||||||||
| 101 page street | new bedford | MA | 02740 | 222592333 | acute care hospital | MA | 501(c)(3) | 3 | N/A |
| southcoast primary care inc | |||||||||
| 370 faunce corner road | north dartmouth | MA | 02747 | 042985225 | physician services | MA | 501(c)(3) | 9 | N/A |
| charleton long term care services | |||||||||
| 363 highland avenue | fall river | MA | 02720 | 043109579 | support southcoast hospital | MA | 501(c)(3) | 11a | N/A |
| southcoast ventures Inc | |||||||||
| 101 page street | new bedford | MA | 02740 | 043003172 | health care | MA | 501(c)(3) | 11a | N/A |
| St Lukes Nursing Home Inc | |||||||||
| 101 page street | new bedford | MA | 02740 | 042984542 | inactive | MA | 501(c)(3) | 11a | N/A |
| southcoast physician services inc | |||||||||
| 370 faunce corner road | north dartmouth | MA | 02747 | 222703314 | physician services | MA | 501(c)(3) | 9 | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| coastline professional assurance corp ltd | ||||||||||||
| PO Box 10 | grand cayman | CJ | 980445031 | insurance | CJ | N/A | C | |||||
| southcoast physicians network inc | ||||||||||||
| 450568782 | physician network services | N/A | C | 101 Page street | new bedford | MA | 02740 | MA | ||||
| health management initiative inc | ||||||||||||
| 042998712 | commercial rentals | N/A | C | 363 highland avenue | fall river | MA | 02702 | MA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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