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Nonprofiteer
← SOUTHCOAST VISITING NURSE ASSOCIATION INC

Form 990 for tax year 2024

Filed by SOUTHCOAST VISITING NURSE ASSOCIATION INC.

Totals

Total revenue
$56,816,760
Total expenses
$52,142,938
Contributions and grants received
$568,226
Grants paid
$0
Program service revenue
$55,790,130
Investment income
$476,558
Other revenue
-$18,154
Total assets, end of year
$37,585,550
Total liabilities, end of year
$8,656,519
Net assets or fund balances, end of year
$28,929,031
Program services expenses (Part IX)
$44,072,621
Management and general expenses
$8,068,530
Fundraising expenses
$1,787
Program service expenses (Part III)
$44,072,621

Program services were 84.5% 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

    $291

  • 1c · Fundraising events

    $109,999

  • 1d · Related organizations

    $170

  • 1f · All other contributions, gifts and grants

    $457,766

  • 2a · Program service revenue: HOME HEALTH CARE

    total $29,602,220 · related or exempt $29,602,220

  • 2b · Program service revenue: HOSPICE

    total $26,187,910 · related or exempt $26,187,910

  • 3 · Investment income

    total $283,087 · excluded $283,087

  • 7a · Gross sales of assets other than inventory

    securities $1,162,729

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

    securities $969,258

  • 7c · Gain or loss

    securities $193,471

  • 7d · Net gain or loss

    total $193,471 · excluded $193,471

  • 8a · Fundraising events: gross income

    $6,510

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

    $109,999

  • 8b · Fundraising events: direct expenses

    $24,664

  • 8c · Net income from fundraising events

    total -$18,154 · excluded -$18,154

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $217,525 · program services $189,026 · management and general $28,499

  • 7 · Other salaries and wages

    total $29,264,011 · program services $25,816,293 · management and general $3,447,718

  • 8 · Pension plan contributions

    total $1,145,629 · program services $1,011,144 · management and general $134,485

  • 9 · Other employee benefits

    total $4,625,774 · program services $3,500,838 · management and general $1,124,936

  • 10 · Payroll taxes

    total $1,980,905 · program services $1,748,367 · management and general $232,538

  • 11a · Fees: management

    total $1,408 · program services $1,408

  • 11f · Fees: investment management

    total $7,692 · management and general $7,692

  • 11g · Fees: other

    total $1,659,420 · program services $525,175 · management and general $1,134,245

  • 12 · Advertising and promotion

    total $25,935 · program services $9,243 · management and general $16,692

  • 13 · Office expenses

    total $609,231 · program services $270,983 · management and general $338,248

  • 14 · Information technology

    total $626,964 · program services $550,326 · management and general $76,638

  • 16 · Occupancy

    total $373,146 · management and general $373,146

  • 17 · Travel

    total $1,237,062 · program services $1,222,110 · management and general $14,952

  • 19 · Conferences, conventions and meetings

    total $41,797 · program services $9,156 · management and general $32,641

  • 22 · Depreciation, depletion and amortization

    total $4,688 · program services $3,188 · management and general $1,500

  • 23 · Insurance

    total $224,139 · management and general $224,139

  • 24a · Other expenses: HOSPICE ROOM AND BOARD

    total $5,702,737 · program services $5,702,737

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $2,289,601 · program services $2,276,218 · management and general $13,383

  • 24c · Other expenses: HOSPICE GENERAL IP

    total $1,171,752 · program services $1,171,752

  • 24d · Other expenses: INTERCO CONTRACTED SERV

    total $797,128 · management and general $797,128

  • 24e · All other expenses

    total $136,394 · program services $64,657 · management and general $69,950 · fundraising $1,787

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $10,861,579 · end of year $16,372,782

  • 4 · Accounts receivable

    beginning of year $6,307,410 · end of year $6,133,718

  • 9 · Prepaid expenses and deferred charges

    beginning of year $250,075 · end of year $148,049

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

    $1,786,305

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

    $1,783,805

  • 10c · Land, buildings and equipment, net

    beginning of year $7,188 · end of year $2,500

  • 11 · Investments: publicly traded securities

    beginning of year $8,812,095 · end of year $9,900,962

  • 12 · Investments: other securities

    beginning of year $2,397,203 · end of year $2,448,370

  • 15 · Other assets

    beginning of year $2,681,512 · end of year $2,579,169

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,318,511 · end of year $6,063,237

  • 19 · Deferred revenue

    beginning of year $277,600 · end of year $500,484

  • 25 · Other liabilities

    beginning of year $2,211,521 · end of year $2,092,798

  • 27 · Net assets without donor restrictions

    beginning of year $20,764,577 · end of year $25,889,696

  • 28 · Net assets with donor restrictions

    beginning of year $2,744,853 · end of year $3,039,335

Mission and programs · 2024

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)

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

  • HEALTHCARE - PROVIDES ACUTE HEALTHCARE TO PATIENTS AT HOME, BEREAVEMENT SUPPORT AND COUNSELING FOR GRIEVING LOVED ONES. DURING FISCAL YEAR 2025, VNA HAD 23,525 CARDIAC PROGRAM VISITS AND 55,527 REHAB VISITS, INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND SPEECH LANGUAGE PATHOLOGY. THERE WERE 75 BEHAVIORAL HEALTH VISITS, 102,706 HOME HEALTH VISITS, AND 6,899 MATERNAL CHILD HEALTH HOME VISITS.

    Expenses $21,605,952 · Revenue $29,602,220

  • 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. DURING FISCAL 2025, VNA HAD 90,978 HOSPICE PROGRAM VISITS.

    Expenses $22,466,669 · Revenue $26,187,910

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVID MCCREADY

    EX-OFFICIO, PRESIDENT & CEO

    Total calculated
    $1,798,618
    From this org
    $0
    From related orgs
    $1,594,229
    Other
    $204,389
    Hours/week
    3.5 + 70.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,184,674 related
    Bonus
    $0 + $330,000 related
    Other
    $0 + $79,555 related
    Deferred
    $0 + $180,000 related
    Nontaxable benefits
    $0 + $24,389 related
    Filer's total
    $0 + $1,798,618 related

  • RENEE CLARK

    TTEE, CLERK (AS OF 9/2025), EVP COO

    Total calculated
    $1,424,360
    From this org
    $0
    From related orgs
    $1,221,168
    Other
    $203,192
    Hours/week
    8.5 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $776,964 related
    Bonus
    $0 + $295,800 related
    Other
    $0 + $148,404 related
    Deferred
    $0 + $178,803 related
    Nontaxable benefits
    $0 + $24,389 related
    Filer's total
    $0 + $1,424,360 related

  • WADE BROUGHMAN

    TREASURER (UNTIL 12/2024)

    Total calculated
    $1,133,497
    From this org
    $0
    From related orgs
    $1,093,225
    Other
    $40,272
    Hours/week
    2.5 + 72.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $730,464 related
    Bonus
    $0 + $188,500 related
    Other
    $0 + $174,261 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $19,572 related
    Filer's total
    $0 + $1,133,497 related

  • PATRICIA BUIOCCHI

    CLERK (UNTIL 7/25), VP SOUTHCOAST HEALTH AT HOME

    Total calculated
    $558,014
    From this org
    $0
    From related orgs
    $532,144
    Other
    $25,870
    Hours/week
    32.5 + 33 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,644 related
    Bonus
    $0 + $143,500 related
    Other
    $0
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $5,170 related
    Filer's total
    $0 + $558,014 related

  • JAMES WITKOWSKI MD

    TRUSTEE

    Total calculated
    $440,306
    From this org
    $0
    From related orgs
    $395,746
    Other
    $44,560
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,246 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $500 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $23,860 related
    Filer's total
    $0 + $440,306 related

  • TRENT AINSWORTH DO

    TRUSTEE (AS OF 1/2025)

    Total calculated
    $337,240
    From this org
    $0
    From related orgs
    $326,863
    Other
    $10,377
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,920 related
    Bonus
    $0 + $141,943 related
    Other
    $0
    Deferred
    $0 + $9,613 related
    Nontaxable benefits
    $0 + $764 related
    Filer's total
    $0 + $337,240 related

  • CHANDRA REDDIVARI MD

    TRUSTEE

    Total calculated
    $286,041
    From this org
    $0
    From related orgs
    $269,611
    Other
    $16,430
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,611 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $15,830 related
    Nontaxable benefits
    $0 + $600 related
    Filer's total
    $0 + $286,041 related

  • MICHAEL BUSHELL

    TREASURER (AS OF 1/2025)

    Total calculated
    $204,364
    From this org
    $0
    From related orgs
    $174,309
    Other
    $30,055
    Hours/week
    7.5 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,309 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,906 related
    Nontaxable benefits
    $0 + $4,149 related
    Filer's total
    $0 + $204,364 related

  • DONALD GIUMETTI

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2.5 + 12.5 related

  • ELIZABETH HUIDEKOPER

    CHAIR

    Total calculated
    $0
    Hours/week
    2.5 + 6 related

  • JAY S SCHACHNE MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5 + 4.5 related

  • FERNANDA JOHNSON

    VP OF SOUTHCOAST HEALTH AT HOME

    Total calculated
    $194,608
    From this org
    $166,009
    From related orgs
    $0
    Other
    $28,599
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $162,227
    Bonus
    $3,282
    Other
    $500
    Deferred
    $6,893
    Nontaxable benefits
    $21,706
    Filer's total
    $194,608

  • TRACY LAWLER

    D - SUPPORTIVE CARE SERVICES

    Total calculated
    $198,895
    From this org
    $169,398
    From related orgs
    $0
    Other
    $29,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,413
    Bonus
    $3,485
    Other
    $500
    Deferred
    $3,551
    Nontaxable benefits
    $25,946
    Filer's total
    $198,895

  • PAMELA SWANSEY

    RN

    Total calculated
    $191,006
    From this org
    $174,712
    From related orgs
    $0
    Other
    $16,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $168,420
    Bonus
    $217
    Other
    $6,075
    Deferred
    $7,034
    Nontaxable benefits
    $9,260
    Filer's total
    $191,006

  • SALLY CERQUEIRA-BONET

    RN

    Total calculated
    $189,913
    From this org
    $165,353
    From related orgs
    $0
    Other
    $24,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,818
    Bonus
    $217
    Other
    $3,318
    Deferred
    $5,134
    Nontaxable benefits
    $19,426
    Filer's total
    $189,913

  • LORI CROWSHAW

    ED-HOME HEALTH CLINICAL SERVICE

    Total calculated
    $188,846
    From this org
    $180,336
    From related orgs
    $0
    Other
    $8,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,052
    Bonus
    $5,284
    Other
    $0
    Deferred
    $7,249
    Nontaxable benefits
    $1,261
    Filer's total
    $188,846

  • ROXANE J FREDETTE

    NP PA SUPPORTIVE CARE HOSPICE

    Total calculated
    $160,359
    From this org
    $154,340
    From related orgs
    $0
    Other
    $6,019
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,122
    Bonus
    $218
    Other
    $0
    Deferred
    $4,846
    Nontaxable benefits
    $1,173
    Filer's total
    $160,359

  • RAYFORD KRUGER

    FORMER PRESIDENT & EX-OFFICIO

    Total calculated
    $1,349,066
    From this org
    $0
    From related orgs
    $1,316,776
    Other
    $32,290
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $8,355 related
    Bonus
    $0 + $705,000 related
    Other
    $0 + $603,421 related
    Deferred
    $0 + $30,600 related
    Nontaxable benefits
    $0 + $1,690 related
    Filer's total
    $0 + $1,349,066 related

  • JEFFREY LAWRENCE MD

    FORMER VICE CHAIR

    Total calculated
    $663,567
    From this org
    $0
    From related orgs
    $621,977
    Other
    $41,590
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,919 related
    Bonus
    $0
    Other
    $0 + $392,058 related
    Deferred
    $0 + $31,520 related
    Nontaxable benefits
    $0 + $10,070 related
    Filer's total
    $0 + $663,567 related

  • DIANE PATRICK

    FORMER VICE CHAIR

    Total calculated
    $286,396
    From this org
    $0
    From related orgs
    $248,369
    Other
    $38,027
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,208 related
    Bonus
    $0 + $117,561 related
    Other
    $0 + $600 related
    Deferred
    $0 + $21,262 related
    Nontaxable benefits
    $0 + $16,765 related
    Filer's total
    $0 + $286,396 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 · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 1A
VNA MADE PERFORMANCE PAYMENTS TO THREE HIGHLY COMPENSATED EMPLOYEES THAT INCLUDED TAX GROSS-UPS. TOTAL PAYMENTS WERE $651.
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, LINES 4A-B
JEFFREY LAWRENCE RECEIVED SEVERANCE PAYMENTS IN THE AMOUNT OF $391,827 FROM RELATED ORGANIZATION SOUTHCOAST PHYSICIANS GROUP, INC. 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 - $133,121 WADE BROUGHMAN - $158,103
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 - $143,760

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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 August 2026
IRS schema version
2024v5.5
Source object
202642309349301789

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