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Nonprofiteer
← SOUTHCOAST VISITING NURSE ASSOCIATION INC

Form 990 for tax year 2022

Filed by SOUTHCOAST VISITING NURSE ASSOCIATION INC.

Totals

Total revenue
$43,446,677
Total expenses
$42,524,021
Contributions and grants received
$341,482
Grants paid
$0
Program service revenue
$42,998,911
Investment income
$113,992
Other revenue
-$7,708
Total assets, end of year
$27,576,569
Total liabilities, end of year
$6,947,229
Net assets or fund balances, end of year
$20,629,340
Program services expenses (Part IX)
$34,469,701
Management and general expenses
$8,054,320
Fundraising expenses
$0
Program service expenses (Part III)
$34,469,701

Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,303

  • 1c · Fundraising events

    $43,245

  • 1d · Related organizations

    $6,674

  • 1e · Government grants (contributions)

    $147,991

  • 1f · All other contributions, gifts and grants

    $142,269

  • 1g · Noncash contributions included above

    $11,432

  • 2a · Program service revenue: HOME HEALTH CARE

    total $25,690,202 · related or exempt $25,690,202

  • 2b · Program service revenue: HOSPICE CARE

    total $17,308,709 · related or exempt $17,308,709

  • 3 · Investment income

    total $181,622 · excluded $181,622

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $578,570

  • 7b · Less cost or other basis and sales expenses

    securities $646,200

  • 7c · Gain or loss

    securities -$67,630

  • 7d · Net gain or loss

    total -$67,630 · excluded -$67,630

  • 8a · Fundraising events: gross income

    $3,900

  • 8a · Fundraising events: contributions included on line 1c

    $43,245

  • 8b · Fundraising events: direct expenses

    $11,608

  • 8c · Net income from fundraising events

    total -$7,708 · excluded -$7,708

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $26,094,303 · program services $21,957,977 · management and general $4,136,326 · fundraising $0

  • 8 · Pension plan contributions

    total $721,991 · program services $609,593 · management and general $112,398

  • 9 · Other employee benefits

    total $4,126,578 · program services $2,928,186 · management and general $1,198,392

  • 10 · Payroll taxes

    total $1,879,707 · program services $1,587,078 · management and general $292,629

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $6,992 · management and general $6,992

  • 11g · Fees: other

    total $1,137,323 · program services $935,895 · management and general $201,428

  • 12 · Advertising and promotion

    total $5,460 · program services $1,529 · management and general $3,931

  • 13 · Office expenses

    total $570,483 · program services $265,826 · management and general $304,657

  • 14 · Information technology

    total $271,480 · program services $14,616 · management and general $256,864

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $372,251 · management and general $372,251

  • 17 · Travel

    total $1,110,497 · program services $1,096,400 · management and general $14,097

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $41,852 · program services $5,829 · management and general $36,023

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $42,821 · program services $38,575 · management and general $4,246

  • 23 · Insurance

    total $213,437 · management and general $213,437

  • 24a · Other expenses: HOSPICE NURSE HOME RM/BOARD

    total $2,057,551 · program services $2,055,931 · management and general $1,620

  • 24b · Other expenses: INTERCO CONTRACTED SERVICES

    total $793,177 · management and general $793,177

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $1,870,574 · program services $1,862,027 · management and general $8,547

  • 24d · Other expenses: HOSPICE GENERAL IP

    total $1,001,106 · program services $1,001,106

  • 24e · All other expenses

    total $206,438 · program services $109,133 · management and general $97,305

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $8,600,351 · end of year $8,994,104

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $5,214,854 · end of year $6,413,667

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $108,055 · end of year $57,877

  • 10a · Land, buildings and equipment: cost or other basis

    $1,786,305

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,757,598

  • 10c · Land, buildings and equipment, net

    beginning of year $71,528 · end of year $28,707

  • 11 · Investments: publicly traded securities

    beginning of year $6,369,192 · end of year $7,209,497

  • 12 · Investments: other securities

    beginning of year $2,053,894 · end of year $2,125,175

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $3,365,465 · end of year $2,747,542

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,403,691 · end of year $4,392,592

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $190,504 · end of year $307,610

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,348,081 · end of year $2,247,027

  • 27 · Net assets without donor restrictions

    beginning of year $16,611,256 · end of year $18,268,374

  • 28 · Net assets with donor restrictions

    beginning of year $2,229,807 · end of year $2,360,966

Mission and programs · 2022

Mission

TO FOSTER IMPROVEMENT AND MAINTENANCE OF HEALTH, PREVENTION OF DISEASE AND DISABILITY AND COMPASSIONATE END-OF-LIFE CARE IN THE HOME SETTING. (SEE SCHEDULE O)

Activities or mission (Part I)

TO FOSTER IMPROVEMENT AND MAINTENANCE OF HEALTH, PREVENTION OF DISEASE AND DISABILITY AND COMPASSIONATE END-OF- LIFE CARE IN THE HOME SETTING. (SEE SCHEDULE O)

  • HEALTHCARE - PROVIDES ACUTE HEALTHCARE TO PATIENTS AT HOME, BEREAVEMENT SUPPORT AND COUNSELING FOR GRIEVING LOVED ONES.

    Expenses $20,409,753 · Revenue $25,690,202

  • HOSPICE CARE - PROVIDES A SPECIALIZED KIND OF CARE THAT OFFERS COMFORT AND SUPPORT TO PATIENTS WHO ARE NO LONGER SEEKING ACTIVE TREATMENT AND HAVE A LIFE EXPECTANCY OF MONTHS OR WEEKS. HOSPICE CARE IS A FORM OF PALLIATIVE CARE THAT AIMS TO IMPROVE THE QUALITY OF LIFE AND PROVIDE PAIN RELIEF AND OTHER COMFORT MEASURES FOR TERMINALLY ILL PEOPLE.

    Expenses $14,059,948 · Revenue $17,308,709

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rayford S Kruger MD

    PRESIDENT AND EX-OFFICIO

    Total calculated
    $1,992,480
    From this org
    $0
    From related orgs
    $1,752,849
    Other
    $239,631
    Hours/week
    5.5 + 69.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $842,500 related
    Bonus
    $0 + $387,000 related
    Other
    $0 + $523,349 related
    Deferred
    $0 + $224,100 related
    Nontaxable benefits
    $0 + $15,531 related
    Filer's total
    $0 + $1,992,480 related

  • Renee Clark

    CHAIR(AS OF 7/23),EVP&COO(SHG)

    Total calculated
    $1,172,367
    From this org
    $0
    From related orgs
    $1,020,008
    Other
    $152,359
    Hours/week
    2.5 + 72.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,100 related
    Bonus
    $0 + $150,200 related
    Other
    $0 + $118,708 related
    Deferred
    $0 + $130,965 related
    Nontaxable benefits
    $0 + $21,394 related
    Filer's total
    $0 + $1,172,367 related

  • Wade Broughman

    TREASURER, EVP FIN & CFO(SHG)

    Total calculated
    $1,063,487
    From this org
    $0
    From related orgs
    $1,027,327
    Other
    $36,160
    Hours/week
    2.5 + 72.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,100 related
    Bonus
    $0 + $150,200 related
    Other
    $0 + $126,027 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $17,860 related
    Filer's total
    $0 + $1,063,487 related

  • Jeffrey Lawrence MD

    VICE CHAIR

    Total calculated
    $827,631
    From this org
    $0
    From related orgs
    $726,719
    Other
    $100,912
    Hours/week
    2.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,747 related
    Bonus
    $0 + $106,972 related
    Other
    $0
    Deferred
    $0 + $93,750 related
    Nontaxable benefits
    $0 + $7,162 related
    Filer's total
    $0 + $827,631 related

  • Miguel Brillantes MD

    TRUSTEE (UNTIL 7/2023)

    Total calculated
    $453,644
    From this org
    $0
    From related orgs
    $415,022
    Other
    $38,622
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,001 related
    Bonus
    $0 + $117,704 related
    Other
    $0 + $13,317 related
    Deferred
    $0 + $17,728 related
    Nontaxable benefits
    $0 + $20,894 related
    Filer's total
    $0 + $453,644 related

  • James Witkowski

    TRUSTEE (AS OF 1/23)

    Total calculated
    $429,552
    From this org
    $0
    From related orgs
    $390,358
    Other
    $39,194
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,615 related
    Bonus
    $0 + $42,845 related
    Other
    $0 + $67,898 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $20,894 related
    Filer's total
    $0 + $429,552 related

  • Sareem Wani MD

    TRUSTEE (UNTIL 12/22)

    Total calculated
    $398,148
    From this org
    $0
    From related orgs
    $361,804
    Other
    $36,344
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,396 related
    Bonus
    $0 + $23,560 related
    Other
    $0 + $65,848 related
    Deferred
    $0 + $15,450 related
    Nontaxable benefits
    $0 + $20,894 related
    Filer's total
    $0 + $398,148 related

  • Patricia Buiocchi

    CLERK (AS OF 7/23) & VP

    Total calculated
    $345,745
    From this org
    $0
    From related orgs
    $344,974
    Other
    $771
    Hours/week
    47.5 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $316,774 related
    Bonus
    $0 + $28,200 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $771 related
    Filer's total
    $0 + $345,745 related

  • Chandra Reddivari MD

    TRUSTEE

    Total calculated
    $324,323
    From this org
    $0
    From related orgs
    $307,088
    Other
    $17,235
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,000 related
    Bonus
    $0
    Other
    $0 + $107,088 related
    Deferred
    $0 + $16,557 related
    Nontaxable benefits
    $0 + $678 related
    Filer's total
    $0 + $324,323 related

  • Georgina Nouaime MD

    TRUSTEE (UNTIL 1/23)

    Total calculated
    $319,818
    From this org
    $0
    From related orgs
    $284,032
    Other
    $35,786
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,867 related
    Bonus
    $0 + $26,635 related
    Other
    $0 + $79,530 related
    Deferred
    $0 + $17,857 related
    Nontaxable benefits
    $0 + $17,929 related
    Filer's total
    $0 + $319,818 related

  • Diane Patrick MD

    FORMER OFFICER/TRUSTEE

    Total calculated
    $236,218
    From this org
    $0
    From related orgs
    $206,092
    Other
    $30,126
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,294 related
    Bonus
    $0 + $9,298 related
    Other
    $0 + $500 related
    Deferred
    $0 + $12,466 related
    Nontaxable benefits
    $0 + $17,660 related
    Filer's total
    $0 + $236,218 related

  • Sally M Cerqueira-Bonet

    REGISTERED NURSE

    Total calculated
    $206,806
    From this org
    $192,919
    From related orgs
    $0
    Other
    $13,887
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $95,937
    Bonus
    $213
    Other
    $96,769
    Deferred
    $5,847
    Nontaxable benefits
    $8,040
    Filer's total
    $206,806

  • Pamela Swansey

    REGISTERED NURSE

    Total calculated
    $185,684
    From this org
    $170,736
    From related orgs
    $0
    Other
    $14,948
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,755
    Bonus
    $213
    Other
    $46,768
    Deferred
    $6,863
    Nontaxable benefits
    $8,085
    Filer's total
    $185,684

  • Robin Pelletier

    DIRECTOR SUPPORTIVE CARE SVC

    Total calculated
    $181,028
    From this org
    $166,134
    From related orgs
    $0
    Other
    $14,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,155
    Bonus
    $5,479
    Other
    $500
    Deferred
    $6,408
    Nontaxable benefits
    $8,486
    Filer's total
    $181,028

  • Fernanda Johnson

    CLINICAL MANAGER REHAB

    Total calculated
    $169,189
    From this org
    $144,257
    From related orgs
    $0
    Other
    $24,932
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,537
    Bonus
    $3,220
    Other
    $500
    Deferred
    $6,050
    Nontaxable benefits
    $18,882
    Filer's total
    $169,189

  • Lori Crowshaw

    ED HOME HEALTH CLINICAL SERVIC

    Total calculated
    $146,293
    From this org
    $138,885
    From related orgs
    $0
    Other
    $7,408
    Hours/week
    40

  • Curtis Mello MD

    CHAIR (UNTIL 7/23)

    Total calculated
    $0
    Hours/week
    2.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1
VNA MADE PERFORMANCE PAYMENTS TO TWO HIGHLY COMPENSATED EMPLOYEES THAT INCLUDED TAX GROSS-UPS, TOTAL PAYMENTS WERE $424.
PART I, LINE 3
VNA RELIED ON AFFILIATE SOUTHCOAST HOSPITALS GROUP (SHG), A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR THE VNA PRESIDENT. SHG CHECKED THE FOLLOWING BOXES WHICH WERE USED BY SOUTHCOAST TO ESTABLISH COMPENSATION OF THE PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTION CREDITS UNDER THE PLAN ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (C). ONLY UPON TERMINATION OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES THE VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $115,203 WADE BROUGHMAN - $112,665
PART II, COLUMN F
OFFICERS, DIRECTORS, AND KEY EMPLOYEES WHO ARE EMPLOYEES OF SOUTHCOAST PARTICIPATE IN SOUTHCOAST'S 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. PRIOR YEAR CONTRIBUTION CREDITS INCLUDED AS DEFERRED IN A PRIOR YEAR AND AS W-2 COMPENSATION IN THE CURRENT YEAR ARE INCLUDED IN SCHEDULE J, PART, II, COLUMN (F). ONLY UPON TERMINATIONS OF EMPLOYMENT DO FULLY VESTED PARTICIPANTS RECEIVE DISTRIBUTIONS FROM THE PLAN. CONTRIBUTIONS VEST THE EARLIER OF: JULY 1 OF THE 3RD CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH THE CONTRIBUTION CREDIT IS MADE; UPON REACHING AGE 62; DEATH; DISABILITY; OR INVOLUNTARY SEPARATION. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES THE ORIGINAL CONTRIBUTION CREDITS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE. RENEE CLARK - $114,300

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • COASTLINE PROFESSIONAL ASSURANCE CORP LT

    CORP · INSURANCE · CJ · controlled entity

    Directly controlled by SHS

  • HEALTH MANAGEMENT INITIATIVES INC

    CORP · COMM. RENT · MA · controlled entity

    Directly controlled by SHS

  • CHARITABLE REMAINDER TRUST (12)

    TRUST · CHARITABLE TR · MA · controlled entity

    Directly controlled by SHG

Provenance

Return type
form_990
Tax year
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202422289349302197

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