2026-09-21T15:21:18-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 220 DULUTH MN 55812 990 2025-01-01 951693538 LIVINGSTON MEMORIAL VISITING NURSE ASSOCIATION LIVI 8056420239 1996 EASTMAN AVENUE 101 VENTURA CA 93003 MAUREEN CORBETT PRESIDENT/CEO 8056420239 2026-09-16 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-09-16 2025 MAUREEN CORBETT 1996 EASTMAN AVENUE 101 VENTURA CA 93003 14862187 0 X WWW.LMVNA.ORG X 1947 CA LIVINGSTON'S MISSION IS TO DELIVER THE HIGHEST-QUALITY, COMPASSIONATE IN-HOME HEALTHCARE AND SUPPORTIVE SERVICES TO VENTURA COUNTY RESIDENTS EXPERIENCING ILLNESS OR BEREAVEMENT, INCLUDING THOSE WITH LIMITED INCOME AND RESOURCES. 13 13 125 200 0 0 1168711 1470577 13399898 12614007 286244 50226 1103346 659002 15958199 14793812 0 0 0 0 12280289 12364528 0 0 343938 3484586 3625774 15764875 15990302 193324 -1196490 9325665 8258685 2548449 2558163 6777216 5700522 X LIVINGSTON'S MISSION IS TO DELIVER THE HIGHEST-QUALITY, COMPASSIONATE IN-HOME HEALTHCARE AND SUPPORTIVE SERVICES TO VENTURA COUNTY RESIDENTS EXPERIENCING ILLNESS OR BEREAVEMENT, INCLUDING THOSE WITH LIMITED INCOME AND RESOURCES. 1 0 8162470 0 8192475 LMVNA PROVIDES THE HIGHEST QUALITY CARE IN THE MOST COST-EFFECTIVE MANNER TO THE RESIDENTS OF VENTURA COUNTY. HOME HEALTH AND PALLIATIVE PATIENTS RECEIVE SKILLED NURSING AND THERAPY (PT, OT, ST) AS PRESCRIBED BY THEIR PHYSICIAN. OUR CLINICIANS BRING ALL OF THE SAME SERVICES OF A CLINIC DIRECTLY TO HOME BOUND PATIENTS. QUALIFYING LOW-INCOME PATIENTS RECEIVE ASSISTANCE FROM OUR SOCIAL WORKERS TO APPLY FOR THE MEDICAL PROGRAM TO HELP OFFSET THE COST OF THEIR TREATMENT. PATIENTS WITH INADEQUATE INSURANCE OR NO INSURANCE WHO MEET INCOME QUALIFICATIONS CAN HAVE THE COST OF THEIR CARE WAIVED. WE PROVIDE SERVICE TO ANY PATIENT, REGARDLESS OF THEIR ABILITY TO PAY FOR CARE. DURING THE PAST YEAR OUR CLINICIANS PROVIDED 27,689 VISITS TO 2,546 PATIENTS. 4903726 0 5148909 HOSPICE IS A COMPREHENSIVE MEDICAL MODEL AND PROVIDES THE FULL RANGE OF HOSPICE SERVICES TO PATIENTS WHO MEET THE CRITERIA OF A LIMITED LIFE EXPECTANCY. WE SPECIALIZE IN THE CARE OF PEOPLE WITH ADVANCED ILLNESSES - MOST OFTEN FOR PATIENTS IN THE LAST SIX MONTHS OF LIFE WHEN A CURE IS NO LONGER AN OPTION. OUR TEAM-ORIENTED CARE CONSIDERS THE WHOLE PERSON AND THEIR FAMILY - FOCUSING ON THE QUALITY OF LIFE THROUGH PAIN MANAGEMENT, EMOTIONAL SUPPORT, AND SPIRITUAL CARE. DURING THE PAST YEAR, WE PROVIDED CARE TO 435 PATIENTS FOR 23,170 DAYS ON CARE. 0 0 0 LMVNA OFFERS A WIDE RANGE OF GRIEF AND SUPPORT SERVICES THROUGH OUR GRIEF AND BEREAVEMENT PROGRAM. ALL SERVICES ARE OFFERED FREE OF CHARGE TO ANY VENTURA COUNTY RESIDENT. 13066196 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 29 0 125 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X MAUREEN CORBETT 8056420239 1996 EASTMAN AVENUE 101 VENTURA CA 93003 LAURA K MCAVOY CHAIRMAN 5.00 3.00 X X 0 0 0 RIC RUFFINELLI VICE CHAIR 3.00 3.00 X X 0 0 0 JURGEN GRAMCKOW TREASURER 3.00 3.00 X X 0 0 0 WILLIAM J KEARNEY SECRETARY 3.00 3.00 X X 0 0 0 JOAN R ARAUJO RN MHSA DIRECTOR 3.00 3.00 X 0 0 0 MARGO BYRNE DIRECTOR 3.00 3.00 X 0 0 0 GABRIEL DUARTE DIRECTOR 3.00 3.00 X 0 0 0 JOHN FANKHAUSER MD DIRECTOR 3.00 3.00 X 0 0 0 BANKS STAPLES PECHT DIRECTOR 3.00 3.00 X 0 0 0 C ALBERT REEVES MD DIRECTOR 3.00 3.00 X 0 0 0 ROBERT C STREETER IV MD FACHE DIRECTOR 3.00 3.00 X 0 0 0 ADAM Y THUNELL FACHE DIRECTOR 3.00 3.00 X 0 0 0 JANE DONLON WATERS DIRECTOR 3.00 3.00 X 0 0 0 MAUREEN CORBETT PRESIDENT/CEO 40.00 X 236377 0 40398 JAMIE O'BRIEN VP/CCO 40.00 X 204825 0 14589 LANYARD DIAL CHIEF MEDICAL OFFICER 40.00 X 175132 0 46464 CARRIE ANDERSON DIRECTOR OF COMM. PALLIATIVE CARE 40.00 X 153953 0 12095 CARRIE K CARREON DIRECTOR OF HUMAN RESOURCES 40.00 X 132414 0 16294 LESLIE DOMKE HOME HEALTH DIRECTOR OF THERAPIES 40.00 X 138306 0 1052 JAQUELINE MICHAEL HOSPICE NURSE 40.00 X 172809 0 14286 AMY SHAFER HOSPICE LCSW 40.00 X 152735 0 38442 1366551 0 183620 23 0 1 0 ROBERT HALF PO BOX 743295 LOS ANGELES CA 90074 STAFFING AND RECRUITMENT 133895 1 355514 117719 997344 1470577 PATIENT SERVICE REVENUE 621400 12614007 12614007 12614007 50226 50226 0 355514 68375 -68375 -68375 727377 727377 727377 14793812 13341384 0 -18149 717785 616948 84448 16389 9842660 8458518 1162107 222035 822892 708009 94719 20164 981191 844209 112940 24042 43520 28878 14642 95055 63073 31982 986705 654725 331980 60123 25334 32384 2405 286898 120892 154530 11476 225968 95218 121711 9039 505269 308472 177664 19133 48071 20256 25892 1923 50 50 41792 14726 26220 846 239618 100969 129064 9585 MEDICAL SUPPLIES 584946 584946 MILEAGE 395239 373611 19229 2399 DUES & SUBSCRIPTIONS 49812 20989 26830 1993 REPAIRS & MAINTENANCE 47413 19978 25538 1897 15295 6445 8238 612 15990302 13066196 2580168 343938 515433 389070 0 1944268 14222 7050 1165136 1555820 357 0 0 215374 762589 632956 155946 129633 3225302 2371288 2249574 0 1999695 1646182 9325665 8258685 125289 1437173 1800 0 2421360 1120990 2548449 2558163 X 6318691 4901494 458525 799028 6777216 5700522 9325665 8258685 X -1196490 47408 -206890 279278 X 0 1 X 1 0 X 1986932 1118117 1235877 1168711 1470577 6980214 16137345 15601964 13607566 13399898 12614007 71360780 18124277 16720081 14843443 14568609 14084584 78340994 60400 60400 0 60400 60400 78280594 106871 53270 47369 286244 50226 543980 106871 53270 47369 286244 50226 543980 139960 286594 407290 391263 0 1225107 182864 72812 459932 712083 727377 2155068 18553972 17132757 15758034 15958199 14862187 82265149 0.95160 0.99400 0.00660 0.01000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2249574 279278 157564 2371288 2066484 183090 2066484 1849302 217182 2066484 2155072 -305771 1849302 1920942 234130 2155072 0.66304 0.14769 0.18927 1 0 315758 269040 46718 446831 363916 82915 129633 OPERATING LEASE RIGHT-OF-USE ASSETS 1089468 DUE FROM LIVINGSTON CAREGIVERS 522045 DEPOSITS 34669 1646182 OPERATING LEASE LIABILITIES 1120990 1120990 PART V, LINE 4: TO SATISFY ITS LONG-TERM RETURN OBJECTIVE, THE ENDOWMENT ASSETS ARE INVESTED WITH VCCF AND ARE PART OF ONE LARGE INVESTMENT PORTFOLIO. VCCF HAS ADOPTED INVESTMENT AND SPENDING POLICIES THAT ATTEMPT TO GROW THE PORTFOLIO IN REAL, INFLATION ADJUSTED TERMS IN ORDER TO MEET ANNUAL FUND DISTRIBUTION NEEDS WHILE PRESERVING AND ENHANCING PURCHASING POWER. AS ASSET ALLOCATION IS THE MAJOR DETERMINANT OF INVESTMENT PERFORMANCE, THE INVESTMENT POLICY CALLS FOR A DIVERSIFIED PORTFOLIO UTILIZING VARIOUS ASSET CLASSES WITH A GOAL OF REDUCING PORTFOLIO VOLATILITY AND RISK. VCCF EXPECTS ITS PORTFOLIO, OVER TIME, TO PROVIDE AN AVERAGE RATE OF RETURN THAT, OVER MARKET CYCLES, EXCEEDS ANNUAL DISTRIBUTIONS, FEES, AND INFLATION. LIGHT UP LIFE 111939 111939 994 24318 MOTHER'S DAY LUNCHEON 105650 105650 11077 7219 2 137925 137925 772 23995 355514 355514 994 11849 7219 48313 68375 -68375 X 0 0 0 0 0 0 0 0 0 MAUREEN CORBETT PRESIDENT/CEO 236377 0 0 0 0 0 0 0 40398 0 276775 0 0 0 LANYARD DIAL CHIEF MEDICAL OFFICER 175132 0 0 0 0 0 0 0 46464 0 221596 0 0 0 JAMIE O'BRIEN VP/CCO 204825 0 0 0 0 0 0 0 14589 0 219414 0 0 0 AMY SHAFER HOSPICE LCSW 152735 0 0 0 0 0 0 0 38442 0 191177 0 0 0 JAQUELINE MICHAEL HOSPICE NURSE 172809 0 0 0 0 0 0 0 14286 0 187095 0 0 0 CARRIE ANDERSON DIRECTOR OF COMM. PALLIATIVE CARE 153953 0 0 0 0 0 0 0 12095 0 166048 0 0 0 FORM 990, PART III, LINE 2 LIVINGSTON BEGAN A COMMUNITY PALLIATIVE CARE PROGRAM. THE PROGRAM PROVIDES PALLIATIVE CARE SERVICES TO GOLD COAST HEALTH PLAN MEMBERS WHO DO NOT QUALIFY FOR HOME HEALTH PALLIATIVE BUT WOULD BENEFIT FROM PALLIATIVE SERVICES. THE PATIENT DATA FOR THIS PROGRAM IS REPORTED UNDER PROGRAM 1. FORM 990, PART VI, SECTION A, LINE 2 LAURA K. MCAVOY AND GABRIEL DUARTE HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS LIVINGSTON MEMORIAL VNA HEALTH CORP. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S SOLE CORPORATE MEMBER RETAINS RESERVED POWERS THAT REQUIRE ITS APPROVAL BEFORE CERTAIN ACTIONS MAY BE TAKEN BY THE BOARD OF DIRECTORS. THESE RESERVED POWERS INCLUDE APPROVAL OF FUNDAMENTAL CORPORATE ACTIONS, AMENDMENTS TO GOVERNING DOCUMENTS, OPERATING AND CAPITAL BUDGETS, SIGNIFICANT BORROWING ARRANGEMENTS, TRANSACTIONS INVOLVING SUBSTANTIAL ASSETS OR REAL PROPERTY, APPOINTMENT OR REMOVAL OF THE PRESIDENT, AND APPOINTMENT OF INDEPENDENT AUDITORS. AS A RESULT, THE CORPORATE MEMBER HAS THE AUTHORITY TO PARTICIPATE IN AND APPROVE CERTAIN DECISIONS THAT WOULD OTHERWISE BE WITHIN THE AUTHORITY OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S BOARD OF DIRECTORS REVIEWS A COPY OF THE TAX RETURN BEFORE IT IS FILED. THE AMOUNTS ARE COMPARED TO AUDITED FINANCIAL STATEMENTS AND INTERNAL REPORTS. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT OF CONFLICTS OF INTEREST POLICY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED ON A REGULAR BASIS WITH ALL MEMBERS OF THE ORGANIZATION (INCLUDING, BUT NOT LIMITED TO, AN EMPLOYEE HANDBOOK, STAFF MEETINGS, AND ANNUAL QUESTIONNAIRES TO BOARD MEMBERS). FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS (ALL INDEPENDENT MEMBERS) REVIEW AVAILABLE MARKET DATA FOR COMPENSATION AND APPROVES THE COMPENSATION OF THE CEO. THE BOARD OF DIRECTORS (ALL INDEPENDENT MEMBERS) REVIEWS AVAILABLE MARKET DATA FOR COMPENSATION AND APPROVES THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENT DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET APPRECIATION IN BENEFICIAL INTEREST IN TRUST OF VCCF 279,278. LIVINGSTON CAREGIVERS 1996 EASTMAN AVE 105 VENTURA CA 93003 770166289 HEALTHCARE CA 501(C)(3) LINE 10 LIVINGSTON MEMORIAL VNA HEALTH CORP 1 LIVINGSTON MEMORIAL VNA HEALTH CORP 1996 EASTMAN AVE 101 VENTURA CA 93003 770166226 PARENT CA 501(C)(3) LINE 12B, II N/A 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 LIVINGSTON CAREGIVERS D 522045 CASH LIVINGSTON CAREGIVERS L 727377 CASH