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← VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY IOWA

Form 990 for tax year 2023

Filed by VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY IOWA.

Totals

Total revenue
$992,031
Total expenses
$861,630
Contributions and grants received
$884,290
Grants paid
$0
Program service revenue
$93,508
Investment income
$14,233
Other revenue
$0
Total assets, end of year
$404,534
Total liabilities, end of year
$233,202
Net assets or fund balances, end of year
$171,332
Program services expenses (Part IX)
$833,719
Management and general expenses
$27,911
Fundraising expenses
$0
Program service expenses (Part III)
$833,719

Program services were 96.8% 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

    $143,551

  • 1d · Related organizations

    $172,997

  • 1e · Government grants (contributions)

    $246,598

  • 1f · All other contributions, gifts and grants

    $321,144

  • 2a · Program service revenue: CONTRACT INCOME

    total $54,563 · related or exempt $54,563

  • 2b · Program service revenue: MANAGEMENT SERVICE FEE

    total $29,672 · related or exempt $29,672

  • 2c · Program service revenue: PRIVATE PAY SERVICE FE

    total $9,273 · related or exempt $9,273

  • 3 · Investment income

    total $13,503 · excluded $13,503

  • 7a · Gross sales of assets other than inventory

    securities $35,624

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

    securities $34,894

  • 7c · Gain or loss

    securities $730

  • 7d · Net gain or loss

    total $730 · excluded $730

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $339,159 · program services $339,159

  • 8 · Pension plan contributions

    total $5,196 · program services $5,196

  • 9 · Other employee benefits

    total $39,549 · program services $39,549

  • 10 · Payroll taxes

    total $29,235 · program services $29,235

  • 11a · Fees: management

    total $365,287 · program services $365,287

  • 11g · Fees: other

    total $29,538 · program services $24,700 · management and general $4,838

  • 13 · Office expenses

    total $2,711 · program services $61 · management and general $2,650

  • 16 · Occupancy

    total $20,423 · management and general $20,423

  • 17 · Travel

    total $17,004 · program services $17,004

  • 19 · Conferences, conventions and meetings

    total $12,036 · program services $12,036

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $1,492 · program services $1,492

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $113,761 · end of year $95,688

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $200,000

  • 4 · Accounts receivable

    beginning of year $61,619 · end of year $81,418

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

    $30,209

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

    $30,209

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $62,708 · end of year $27,428

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,895 · end of year $21,246

  • 25 · Other liabilities

    beginning of year $203,806 · end of year $211,956

  • 27 · Net assets without donor restrictions

    beginning of year -$115,206 · end of year -$153,619

  • 28 · Net assets with donor restrictions

    beginning of year $127,593 · end of year $324,951

Mission and programs · 2023

Mission

DELIVERING COMMUNITY-BASED CARE THAT PROVIDES PEACE OF MIND, QUALITY OF LIFE AND INDEPENDENCE.

Activities or mission (Part I)

TO FOSTER THE DIGNITY AND WELL-BEING OF THE RESIDENTS OF OUR COMMUNITIES.

  • HOME CARE NON-SKILLED SERVICES (HOME HEALTH AIDE AND HOMEMAKER) PROVIDED TO THE POOR, FRAIL, ELDERLY AND DISABLED WHO ARE NOT ELIGIBLE FOR COVERED SERVICES (MEDICARE, ETC) BUT NEED ASSISTANCE WITH DAILY ACTIVITIES IN ORDER TO REGAIN HEALTH AND/OR STAY SAFE AND WELL IN THEIR HOMES.

    Expenses $507,546 · Revenue $49,261

  • FAMILY SUPPORT INCLUDES MULTIDISCIPLINARY (PUBLIC HEALTH NURSING, SOCIAL WORK, FAMILY SUPPORT) AND HOME VISITATION SERVICES TO VULNERABLE AND AT-RISK FAMILIES (FOCUSED ON PREGNANT TEENS, WOMEN WITH INFANTS AND YOUNG CHILDREN). CARE MAY BE PROVIDED IN HOMES, HOMELESS SHELTERS, OR WHEREVER THE FAMILY RESIDES.

    Expenses $326,173 · Revenue $44,247

As filed on the 2023 return.

Listed in Part VII

  • James Summerfelt

    PRESIDENT & CEO THRU 9/23

    Total calculated
    $268,206
    From this org
    $0
    From related orgs
    $246,691
    Other
    $21,515
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,532 related
    Bonus
    $0
    Other
    $0 + $1,159 related
    Deferred
    $0 + $7,330 related
    Nontaxable benefits
    $0 + $14,185 related
    Filer's total
    $0 + $268,206 related

  • David Vanlandingham

    VP FINANCE/CFO

    Total calculated
    $182,450
    From this org
    $0
    From related orgs
    $169,894
    Other
    $12,556
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,749 related
    Bonus
    $0
    Other
    $0 + $1,145 related
    Deferred
    $0 + $5,266 related
    Nontaxable benefits
    $0 + $7,290 related
    Filer's total
    $0 + $182,450 related

  • Carole Patrick

    PRESIDENT & CEO

    Total calculated
    $161,188
    From this org
    $0
    From related orgs
    $149,238
    Other
    $11,950
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,547 related
    Bonus
    $0
    Other
    $0 + $691 related
    Deferred
    $0 + $4,660 related
    Nontaxable benefits
    $0 + $7,290 related
    Filer's total
    $0 + $161,188 related

  • Jason Hansen

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Elizabeth Murphy

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Richard Secor

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Sean Winekauf

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 4 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

None.

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
  • 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 3
THE VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY (VNAPC) DOES NOT PAY COMPENSATION TO A CEO OR EXECUTIVE DIRECTOR. THE VISITING NURSE ASSOCIATION OF THE MIDLANDS (VNAM) PAYS THE COMPENSATION OF JAMES SUMMERFELT AND CAROLE PATRICK WHO SERVED AS THE TOP MANAGEMENT OFFICIALS OF VISITING NURSE ASSOCIATION OF POTTAWATTAMIE COUNTY. VNAM UTILIZED THE FOLLOWING FOR DETERMINING THEIR COMPENSATION: FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY AND APPROVAL BY THE BOARD.

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.

  • CHARITABLE TRUST

    T · TRUST · IA · 100% owned · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
28 August 2024
IRS schema version
2023v5.1
Source object
202412419349301206

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