BROCKTON VISITING NURSE ASSOCIATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BROCKTON VISITING NURSE ASSOCIATION (EIN 04-2103941)
Tax period
2024-11-01 to 2025-10-31
Filed
2026-09-22
IRS object ID
202602659349301220
Schema version
2024v5.5
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

FieldValueIRS element (for citing)
Return2026-09-22T09:06:39-05:00ReturnTs
Tax Period End2025-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11000 Elm Street 4th FloorAddressLine1Txt
CityManchesterCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042103941EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Brockton Visiting Nurse Association IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBROCBusinessNameControlTxt
Phone5085872121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Belmont StreetAddressLine1Txt
CityBrocktonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael LyonsPersonNm
Person TitleCEOPersonTitleTxt
Phone5085872121PhoneNum
Signature2026-09-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMelissa Magoon CPAPreparerPersonNm
PTINP01712842PTIN
Phone6036697337PhoneNum
Preparation2026-09-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichael LyonsPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Belmont StreetAddressLine1Txt
CityBrocktonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02301ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,285,550GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.brocktonvna.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1910FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionBVNA provides compassionate, high quality care to our patients and their families.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee189TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$246,953PYContributionsGrantsAmt
CY Contributions Grants$210,234CYContributionsGrantsAmt
PY Program Service Revenue$15,544,494PYProgramServiceRevenueAmt
CY Program Service Revenue$16,959,407CYProgramServiceRevenueAmt
PY Investment Income$139,534PYInvestmentIncomeAmt
CY Investment Income$108,709CYInvestmentIncomeAmt
PY Other Revenue-$14,841PYOtherRevenueAmt
CY Other Revenue-$22,350CYOtherRevenueAmt
PY Total Revenue$15,916,140PYTotalRevenueAmt
CY Total Revenue$17,256,000CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,549,703PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,162,362CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,358,359PYOtherExpensesAmt
CY Other Expenses$4,258,399CYOtherExpensesAmt
PY Total Expenses$16,908,062PYTotalExpensesAmt
CY Total Expenses$17,420,761CYTotalExpensesAmt
PY Revenues Less Expenses-$991,922PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$164,761CYRevenuesLessExpensesAmt
Total Assets BOY$7,219,920TotalAssetsBOYAmt
Total Assets EOY$7,635,049TotalAssetsEOYAmt
Total Liabilities BOY$3,306,981TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,683,772TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,912,939NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,951,277NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFor over a century, the Brockton VNA has provided a full range of home health care services to 32 communities in southeastern massachusettes and more recently, hospice and palliative services. The Brockton Visiting Nurse has a full array of interdisciplinary team members for both homecare and hospice that promote health, prevent institutional care, and allow patients and families to remain at home with dignity as long as possible.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,970,222ExpenseAmt
Revenue$16,959,407RevenueAmt
DescThe Brockton Visiting Nurse Association Offers: Skilled Nursing, Physical Therapy, Occupational Therapy, Speech Therapy, Home Health Aide, Medical Social Workers, and Bereavement Support.Desc
Total Program Service Expenses$15,970,222TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee189EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Maria JohnsonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5085872121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 Belmont StreetAddressLine1Txt
CityBrocktonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02301ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Gail Russell
Chair0.50Yes (X)Yes (X)$0$0$0
Jean Ellen Ouellette-Kenney
Vice Chair0.50Yes (X)Yes (X)$0$0$0
Margaret Mone
Treasurer0.50Yes (X)Yes (X)$0$0$0
Ashley DiBiase
Clerk0.50Yes (X)Yes (X)$0$0$0
Joyce Dwyer
Board Member0.50Yes (X)$0$0$0
Nishawnda Ellis
Board Member0.50Yes (X)$0$0$0
Thomas Samaras
Board Member0.50Yes (X)$0$0$0
Samantha Sousa
Board Member0.50Yes (X)$0$0$0
Ernesto Moreno
Past CEO37.50Yes (X)$211,272$0$949
Erika L Gendron
Past CFO/Co-CEO37.50Yes (X)$159,757$0$4,379
Kathryn P Bibinski
VP Human Resources/Co-CEO37.50Yes (X)$135,158$0$34,521
Helle S Valenzano
Occupational Therapist37.50$150,563$0$14,260Yes (X)
Stacy A Tiro
Physical Therapist37.50$149,701$0$33,900Yes (X)
Alan E Oppenheim
Physical Therapist37.50$132,446$0$35,061Yes (X)
Rima Mikalaiciunas
Director of Clinical Services37.50$129,361$0$14,636Yes (X)
Julia Lom
Director of Clinical Services37.50$125,690$0$3,019Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,193,948TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$140,725TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K25IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACS Services IncBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line14000 MacArthur BlvdAddressLine1Txt
CityNewport BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926602538ZIPCd
FieldValueIRS element (for citing)
ServicesConsulting ServicesServicesDesc
Compensation$205,038CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$9,489FederatedCampaignsAmt
Fundraising$82,400FundraisingAmt
All Other Contributions$118,345AllOtherContributionsAmt
Total Contributions$210,234TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescHome Health CareDesc
Business900003BusinessCd
Total Revenue Column$16,959,407TotalRevenueColumnAmt
Related Or Exempt Func Income$16,959,407RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$16,959,407TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$108,709TotalRevenueColumnAmt
Exclusion$108,709ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$7,200FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$82,400ContriRptFundraisingEventAmt
Fundraising Direct Expenses$29,550FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$22,350TotalRevenueColumnAmt
Exclusion-$22,350ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,256,000TotalRevenueColumnAmt
Related Or Exempt Func Income$16,959,407RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$86,359ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$546,036TotalAmt
Management And General$546,036ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,334,448TotalAmt
Program Services$9,953,871ProgramServicesAmt
Management And General$380,577ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$173,257TotalAmt
Program Services$167,012ProgramServicesAmt
Management And General$6,245ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,228,247TotalAmt
Program Services$1,156,438ProgramServicesAmt
Management And General$71,809ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$880,374TotalAmt
Program Services$808,359ProgramServicesAmt
Management And General$72,015ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$72,392TotalAmt
Management And General$72,392ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,263,325TotalAmt
Program Services$1,159,985ProgramServicesAmt
Management And General$103,340ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,236TotalAmt
Program Services$13,990ProgramServicesAmt
Management And General$1,246ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$261,906TotalAmt
Program Services$240,482ProgramServicesAmt
Management And General$21,424ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$572,916TotalAmt
Program Services$526,051ProgramServicesAmt
Management And General$46,865ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$418,651TotalAmt
Program Services$384,405ProgramServicesAmt
Management And General$34,246ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$234,377TotalAmt
Program Services$215,205ProgramServicesAmt
Management And General$19,172ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,347TotalAmt
Program Services$12,255ProgramServicesAmt
Management And General$1,092ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$126,963TotalAmt
Program Services$116,577ProgramServicesAmt
Management And General$10,386ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$22,114TotalAmt
Program Services$20,305ProgramServicesAmt
Management And General$1,809ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$132,949TotalAmt
Program Services$122,074ProgramServicesAmt
Management And General$10,875ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Program Supplies$652,848$652,848
Recruitment$306,026$280,993$25,033
Membership Dues$73,065$67,088$5,977
Other Expenses$72,284$72,284

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,420,761TotalAmt
Program Services$15,970,222ProgramServicesAmt
Management And General$1,450,539ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$425BOYAmt
EOY$425EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,384BOYAmt
EOY$74,834EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,461,842BOYAmt
EOY$2,580,919EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$53,185BOYAmt
EOY$3,169EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,355,367LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,337,242LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,239BOYAmt
EOY$18,125EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,660,845BOYAmt
EOY$4,366,006EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$591,571EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,219,920BOYAmt
EOY$7,635,049EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,397,261BOYAmt
EOY$1,182,481EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,909,720BOYAmt
EOY$1,909,720EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$591,571EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,306,981BOYAmt
EOY$3,683,772EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,703,781BOYAmt
EOY$3,744,751EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$209,158BOYAmt
EOY$206,526EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,912,939BOYAmt
EOY$3,951,277EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,219,920BOYAmt
EOY$7,635,049EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$164,761ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$203,099NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,131,574CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$171,530CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,069CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$246,953CurrentTaxYearMinus1YearAmt
Current Tax Year$210,234CurrentTaxYearAmt
Total$3,897,360TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,413,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,400,268CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,794,509CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,544,494CurrentTaxYearMinus1YearAmt
Current Tax Year$16,959,407CurrentTaxYearAmt
Total$77,111,765TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,544,661CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,571,798CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,931,578CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,791,447CurrentTaxYearMinus1YearAmt
Current Tax Year$17,169,641CurrentTaxYearAmt
Total$81,009,125TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$81,009,125PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$154,798CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$217,208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$204,229CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,534CurrentTaxYearMinus1YearAmt
Current Tax Year$108,709CurrentTaxYearAmt
Total$824,478TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$154,798CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$217,208CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$204,229CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$139,534CurrentTaxYearMinus1YearAmt
Current Tax Year$108,709CurrentTaxYearAmt
Total$824,478TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$136,152CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,253CurrentTaxYearMinus2YearsAmt
Total$190,405TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,699,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,925,158CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,190,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,930,981CurrentTaxYearMinus1YearAmt
Current Tax Year$17,278,350CurrentTaxYearAmt
Total$82,024,008TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98760PublicSupportCY509Pct
Public Support PY5090.98580PublicSupportPY509Pct
Investment Income CY0.01010InvestmentIncomeCYPct
Investment Income PY0.01140InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,660,845BeginningYearBalanceAmt
Other Expenditures$294,839OtherExpendituresAmt
End Year Balance$4,366,006EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,186,470BeginningYearBalanceAmt
Contributions$1,056,477ContributionsAmt
Investment Earnings Or Losses$791,271InvestmentEarningsOrLossesAmt
Other Expenditures$2,373,373OtherExpendituresAmt
End Year Balance$4,660,845EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,913,428BeginningYearBalanceAmt
Contributions$50ContributionsAmt
Investment Earnings Or Losses$428,984InvestmentEarningsOrLossesAmt
Other Expenditures$1,155,992OtherExpendituresAmt
End Year Balance$5,186,470EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,709,931BeginningYearBalanceAmt
Contributions$10,050ContributionsAmt
Investment Earnings Or Losses-$620,315InvestmentEarningsOrLossesAmt
Other Expenditures$186,238OtherExpendituresAmt
End Year Balance$5,913,428EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,540,516BeginningYearBalanceAmt
Contributions$5,000ContributionsAmt
Investment Earnings Or Losses$1,167,092InvestmentEarningsOrLossesAmt
Other Expenditures$2,677OtherExpendituresAmt
End Year Balance$6,709,931EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.95270BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.01646PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03084TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$64,625OtherCostOrOtherBasisAmt
Depreciation$61,041DepreciationAmt
Book Value$3,584BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,290,742OtherCostOrOtherBasisAmt
Depreciation$1,276,201DepreciationAmt
Book Value$14,541BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$18,125TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLease LiabilityDesc
Amt$591,571Amt
FieldValueIRS element (for citing)
Total Liability$591,571TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$17,488,649TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$203,099NetUnrealizedGainsInvstAmt
Other Revenue$29,550OtherRevenueAmt
Revenue Not Reported$232,649RevenueNotReportedAmt
Revenue Subtotal$17,256,000RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,256,000TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,450,311TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$29,550OtherExpensesIncludedAmt
Expenses Not Reported$29,550ExpensesNotReportedAmt
Expenses Subtotal$17,420,761ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,420,761TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The intended use of the endowment fund is to support the Organization's programs.
Part X, Line 2:The Association is a public charity under Section 501(c)(3) of the Internal Revenue Code (IRC). As a public charity, the Association is exempt from state and federal income taxes on income earned in accordance with its tax-exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax positions and concluded that the Association has no unrelated business income or uncertain tax positions that require adjustment to the financial statements.
Part XI, Line 2d - Other Adjustments:Fundraising Expense 29,550.
Part XII, Line 2d - Other Adjustments:Fundraising Expense 29,550.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Golf TournamentEvent1Nm
Gross Receipts Event1$89,600GrossReceiptsEvent1Amt
Charitable Contri Event1$82,400CharitableContriEvent1Amt
Gross Revenue Event1$7,200GrossRevenueEvent1Amt
Cash Prizes Event1$1,950CashPrizesEvent1Amt
Non Cash Prizes Event1$5,947NonCashPrizesEvent1Amt
Rent Facility Costs Event1$21,269RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$384OtherDirectExpensesEvent1Amt
Gross Receipts Total$89,600GrossReceiptsTotalAmt
Charitable Contributions Tot$82,400CharitableContributionsTotAmt
Gross Revenue Total Events$7,200GrossRevenueTotalEventsAmt
Cash Prizes Total Events$1,950CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$5,947NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$21,269RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$384OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$29,550DirectExpenseSummaryEventsAmt
Net Income Summary-$22,350NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Ernesto Moreno
Past CEO$199,296$0$11,976$0$0$0$949$0$0$0$212,221$0$0$0
Stacy A Tiro
Physical Therapist$149,451$0$250$0$0$0$2,529$0$31,371$0$183,601$0$0$0
Kathryn P Bibinski
VP Human Resources/Co-CEO$134,658$0$500$0$0$0$3,306$0$31,215$0$169,679$0$0$0
Alan E Oppenheim
Physical Therapist$132,346$0$100$0$0$0$3,661$0$31,400$0$167,507$0$0$0
Helle S Valenzano
Occupational Therapist$150,563$0$0$0$0$0$2,342$0$11,918$0$164,823$0$0$0
Erika L Gendron
Past CFO/Co-CEO$159,257$0$500$0$0$0$4,379$0$0$0$164,136$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 7FormAndLineReferenceDesc
ExplanationBonuses were awarded based on performance and were approved by the Board of Directors also includes referral bonuses approved by HR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe form 990 was reviewed by the Vice President of Finance who then submitted a narrative explaining the form 990 along with a copy of the form 990 to all board members. The members of the board of directors approved the form 990 for filing with the IRS.
Form 990, Part VI, Section B, line 12cEmployees and Board Members are initially required to disclose any interests that may cause conflict upon being hired. After the initial disclosure, employees and board members are responsible for updating the appropriate person within the Organization if a situation arises that could cause conflict.
Form 990, Part VI, Section B, line 15The process for determining compensation of the Organization's top management officials includes review of comparability data. Compensation decisions are reviewed by members of the Organization's board of directors with final compensation amounts subject to approval of the board chairman. Compensation policies are also reviewed and established by members of the Organization's board for other key management personnel of the Organization.
Form 990, Part VI, Section C, line 19Upon request.
Form 990, Part X, Line 10: Land, Buildings, and Equipment:Section 1.263(a)-3(n) Election: Brockton Visiting Nurse Association, Inc. 500 Belmont Street Brockton, MA 02301 EIN: 04-2103941 Section 1.263(a)-3(n) Election: Brockton Visiting Nurse Association is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).

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