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Nonprofiteer
← VNA HOME CARE SERVICES

Form 990 for tax year 2023

Filed by VNA HOME CARE SERVICES.

Totals

Total revenue
$24,241,184
Total expenses
$16,669,836
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,470,780
Investment income
$770,404
Other revenue
$0
Total assets, end of year
$63,748,521
Total liabilities, end of year
$5,238,757
Net assets or fund balances, end of year
$58,509,764
Program services expenses (Part IX)
$12,365,655
Management and general expenses
$4,304,181
Fundraising expenses
$0
Program service expenses (Part III)
$12,365,655

Program services were 74.2% 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.

  • 2a · Program service revenue: PATIENT REVENUE

    total $23,470,780 · related or exempt $23,470,780

  • 3 · Investment income

    total $1,285,370 · excluded $1,285,370

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

    securities $514,966

  • 7c · Gain or loss

    securities -$514,966

  • 7d · Net gain or loss

    total -$514,966 · excluded -$514,966

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $317,261 · management and general $317,261

  • 7 · Other salaries and wages

    total $4,614,028 · program services $1,984,032 · management and general $2,629,996

  • 8 · Pension plan contributions

    total $231,132 · program services $101,698 · management and general $129,434

  • 9 · Other employee benefits

    total $1,153,750 · program services $507,650 · management and general $646,100

  • 10 · Payroll taxes

    total $375,425 · program services $165,187 · management and general $210,238

  • 11g · Fees: other

    total $509,496 · program services $346,457 · management and general $163,039

  • 13 · Office expenses

    total $85,080 · program services $57,854 · management and general $27,226

  • 16 · Occupancy

    total $140,554 · program services $95,577 · management and general $44,977

  • 17 · Travel

    total $75,763 · program services $51,519 · management and general $24,244

  • 22 · Depreciation, depletion and amortization

    total $215,204 · program services $146,339 · management and general $68,865

  • 23 · Insurance

    total $133,754 · program services $90,953 · management and general $42,801

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $7,738,596 · program services $7,738,596

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $867,010 · program services $867,010

  • 24c · Other expenses: TAXES & LICENSES

    total $1,675 · program services $1,675

  • 24e · All other expenses

    total $211,108 · program services $211,108

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,438,034 · end of year $2,820,948

  • 2 · Savings and temporary cash investments

    beginning of year $40,046,269 · end of year $44,706,641

  • 4 · Accounts receivable

    beginning of year $5,000,648 · end of year $4,754,935

  • 8 · Inventories for sale or use

    beginning of year $1,089,469 · end of year $1,530,877

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,509 · end of year $19,098

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

    $1,890,269

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

    $1,277,479

  • 10c · Land, buildings and equipment, net

    beginning of year $634,258 · end of year $612,790

  • 15 · Other assets

    beginning of year $8,650,808 · end of year $9,303,232

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,762,217 · end of year $1,347,688

  • 25 · Other liabilities

    beginning of year $3,300,579 · end of year $3,891,069

  • 27 · Net assets without donor restrictions

    beginning of year $52,806,199 · end of year $58,509,764

Mission and programs · 2023

Mission

VNA HOMECARE SERVICES, INC IS A LICENSED HOME CARE AGENCY PROVIDING IN HOME INFUSION PHARMACY/IV THERAPY AND PERSONAL CARE SVCS.

  • VNA HOME CARE SERVICES (VNA HCS) IS A LICENSED ORGANIZATION THAT PROVIDES VARIOUS HEALTHCARE SERVICES. THESE SERVICES INCLUDE INFUSION THERAPY WITH OUR ONSITE PHARMACY THAT ALLOWS US TO COMPOUND AND PROVIDE INFUSION DRUGS. A TEAM OF IV NURSES WORKS WITH OUR PHARMACY TO ADMINISTER THE VARIOUS TREATMENTS THAT ARE COMPOUNDED IN THE PHARMACY IN THE PATIENT'S HOMES. OTHER SERVICES INCLUDE HOME HEALTH AIDE AND PERSONAL CARE SERVICES THAT ALLOW OUR AIDES TO ASSIST PATIENTS WITH THEIR FEEDING, BATHING, HYGIENE, DRESSING, AND LIGHT HOUSEKEEPING. LASTLY, VNA HCS HAS AN IMMUNIZATION PROGRAM. THIS PROGRAM PROVIDES FLU AND PNUEMONIA VACCINES TO THE COMMUNITIES THROUGH CLINICS, PHARMACIES, SENIOR CENTERS, ETC.

    Expenses $12,365,655 · Revenue $23,470,780

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Donald Boyd

    BOARD MEMBER

    Total calculated
    $3,364,450
    From this org
    $0
    From related orgs
    $3,282,564
    Other
    $81,886
    Hours/week
    1 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,394,081 related
    Bonus
    $0 + $574,650 related
    Other
    $0 + $1,313,833 related
    Deferred
    $0 + $63,356 related
    Nontaxable benefits
    $0 + $18,530 related
    Filer's total
    $0 + $3,364,450 related

  • Lisa Greisler

    CHAIR/PRESIDENT

    Total calculated
    $485,662
    From this org
    $88,978
    From related orgs
    $289,652
    Other
    $107,032
    Hours/week
    9 + 31 related

    Schedule J breakdown matched by us

    Base
    $67,942 + $221,173 related
    Bonus
    $15,275 + $49,725 related
    Other
    $5,761 + $18,754 related
    Deferred
    $21,577 + $70,242 related
    Nontaxable benefits
    $3,575 + $11,638 related
    Filer's total
    $114,130 + $371,532 related

  • Dr Paul Shields

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jill Pogodzinski

    DIRECTOR OF PHARMACY

    Total calculated
    $255,599
    From this org
    $228,283
    From related orgs
    $0
    Other
    $27,316
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,979
    Bonus
    $20,596
    Other
    $1,708
    Deferred
    $27,022
    Nontaxable benefits
    $294
    Filer's total
    $255,599

  • Judith Capruso

    DIRECTOR CLINICAL OPERATIONS

    Total calculated
    $189,756
    From this org
    $150,074
    From related orgs
    $0
    Other
    $39,682
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,362
    Bonus
    $14,040
    Other
    $672
    Deferred
    $23,037
    Nontaxable benefits
    $16,645
    Filer's total
    $189,756

  • James Sipowicz

    PHARMACIST

    Total calculated
    $200,204
    From this org
    $174,871
    From related orgs
    $0
    Other
    $25,333
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,278
    Bonus
    $0
    Other
    $593
    Deferred
    $25,084
    Nontaxable benefits
    $249
    Filer's total
    $200,204

  • Alexander Parzych

    PHARMACIST

    Total calculated
    $190,774
    From this org
    $173,374
    From related orgs
    $0
    Other
    $17,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,174
    Bonus
    $0
    Other
    $200
    Deferred
    $13,966
    Nontaxable benefits
    $3,434
    Filer's total
    $190,774

  • Patricia Jaramillo

    PHARMACIST

    Total calculated
    $194,447
    From this org
    $172,477
    From related orgs
    $0
    Other
    $21,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,175
    Bonus
    $0
    Other
    $302
    Deferred
    $20,167
    Nontaxable benefits
    $1,803
    Filer's total
    $194,447

  • Sharon Ganatra

    PHARMACIST

    Total calculated
    $175,927
    From this org
    $166,768
    From related orgs
    $0
    Other
    $9,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,652
    Bonus
    $0
    Other
    $116
    Deferred
    $7,488
    Nontaxable benefits
    $1,671
    Filer's total
    $175,927

  • Judy Baumgartner

    FORMER CHAIR/PRESIDENT

    Total calculated
    $837,854
    From this org
    $0
    From related orgs
    $771,184
    Other
    $66,670
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,346 related
    Bonus
    $0 + $193,600 related
    Other
    $0 + $27,238 related
    Deferred
    $0 + $65,656 related
    Nontaxable benefits
    $0 + $1,014 related
    Filer's total
    $0 + $837,854 related

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

Answered no

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

The filer's explanations (Part III)

PART I, LINE 1A
AS PART OF THEIR COMPENSATION PACKAGE, CERTAIN DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE ENTITLED TO CHOOSE AS AN EXECUTIVE PERK THE BENEFIT OF BUSINESS RELATED SOCIAL DUES OR INITIATION FEES.
PART I, LINE 6
THE ORGANIZATION PLACES A CERTAIN PORTION OF AN EXECUTIVES TOTAL AVAILABLE COMPENSATION AT RISK ANNUALLY AND A PROPORTION OF THAT AT-RISK AMOUNT IS DEPENDENT UPON CERTAIN OPERATING PERFORMANCE TARGETS OF THE ORGANIZATION, BOTH FINANCIAL AND NON-FINANCIAL. DURING 2022, CERTAIN FINANCIAL OPERATING TARGETS WHICH WERE SET BY THE COMPENSATION COMMITTEE OF KALEIDA HEALTH (A RELATED NOT-FOR-PROFIT ORGANIZATION), INCLUDING TOTAL NET OPERATING MARGIN WERE MET AND EXCEEDED RESULTING IN COMPENSATION UNDER THIS ARRANGEMENT AND PAID TO OFFICERS DURING 2023.
PART I, LINE 7
CERTAIN INDIVIDUALS RECEIVED A NON-FIXED PAYMENT THAT WAS DEPENDENT ON CERTAIN PERFORMANCE METRICS BEING MET. THESE AMOUNTS ARE LISTED IN SCHEDULE J, PART II, COLUMN (B)(II).

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • HARLEM ROAD LEASING LLC

    EQUIPMENT LEA · NY

  • AMTON IMAGING LLC

    HEALTH CARE · NY

  • GREAT LAKES MEDICAL BILLING SVCS LLC

    MEDICAL BILLING · NY

  • SITE E LLC

    REAL ESTATE M · NY

  • SOUTHTOWNS IMAGING LLC

    EQUIPMENT LEASING · NY

  • COLLABORATIVE CARE VENTURES LLC

    HEALTH CARE · NY

  • SOUTHTOWNS SURGERY CENTER LLC

    HEALTH CARE · NY

Related corporations and trusts

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

  • KALEIDA PROPERTIES INC

    C · PROP MGMT SER · NY

  • WESTLINK CORPORATION

    C · MED & DIAG SE · NY

  • KHBC INC

    C · HEALTH CARE · NY

  • GREAT LAKES INTEGRATED NETWORK INC

    C · HEALTH CARE · NY

  • OLEAN MEDICAL PRACTICE PLLC

    C · HEALTH CARE · NY

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423169349302367

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