Form 990 for tax year 2023

Filed by VISITING NURSE ASSN FOUNDATION.

Totals

Total revenue: $590,058
Total expenses: $34,237
Contributions and grants received: $416,471
Grants paid: $0
Program service revenue: $0
Investment income: $184,700
Other revenue: -$11,113
Total assets, end of year: $2,711,839
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $2,711,839
Program services expenses (Part IX): $0
Management and general expenses: $34,237
Fundraising expenses: $0
Program service expenses (Part III): $0

Program services were 0.0% 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.

1c · Fundraising events

$68,360
1e · Government grants (contributions)

$40,000
1f · All other contributions, gifts and grants

$308,111
1g · Noncash contributions included above

$11,246
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $179,448 · excluded $179,448
6c · Rental income or loss

real property $0 · personal property $0
7a · Gross sales of assets other than inventory

securities $5,252
7c · Gain or loss

securities $5,252 · other assets $0
7d · Net gain or loss

total $5,252 · excluded $5,252
8a · Fundraising events: gross income

$27,438
8a · Fundraising events: contributions included on line 1c

$68,360
8b · Fundraising events: direct expenses

$38,551
8c · Net income from fundraising events

total -$11,113 · excluded -$11,113
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

11c · Fees: accounting

total $1,385 · management and general $1,385
11f · Fees: investment management

total $32,852 · management and general $32,852
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
24e · All other expenses

total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

2 · Savings and temporary cash investments

beginning of year $1,304,475 · end of year $62,602
4 · Accounts receivable

end of year $40,000
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
10a · Land, buildings and equipment: cost or other basis

$0
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $6,414,230 · end of year $2,609,237
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
15 · Other assets

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
25 · Other liabilities

beginning of year $0 · end of year $0
27 · Net assets without donor restrictions

beginning of year $7,268,705 · end of year $2,671,839
28 · Net assets with donor restrictions

beginning of year $450,000 · end of year $40,000

Mission and programs · 2023

Mission

THE VNA FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO PROMOTE HOME HEALTH AND HOSPICE OPERATIONS OF THE VISITING NURSE ASSOCIATION. THE FOUNDATION SHALL CONTINUE TO SEEK CONTRIBUTIONS AND BEQUESTS FOR SUCH PURPOSES. ALL FUNDS RECEIVED BY THE FOUNDATION SHALL BE DEDICATED TO HOME HEALTH AND RELATED SERVICES FOR THE COMMUNITY AND INVESTED UNDER GUIDELINES ESTABLISHED BY THE FOUNDATION FOR SUCH PURPOSES.

Activities or mission (Part I)

VNA FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF OR TO PROMOTE HOME HEALTH AND THE VNA.

THE VISITING NURSE ASSOCIATION FOUNDATION HANDLES DONATIONS AND INVESTMENT ACTIVITIES TO BENEFIT THE VNA CORPORATION, D/B/A VISITING NURSE ASSOCIATION HOME HEALTH, VISITING NURSE SERVICES, AND RELATED ACTIVITIES. THE FOUNDATION SHALL ALSO SOLICIT, REVIEW, AND FUND, AS APPROPRIATE, PROPOSALS FOR NEW SERVICES, PROGRAMS AND CAPITAL OUTLAYS. ADDITIONALLY, EXCESS FUNDS HELD BY THE FOUNDATION SHALL BE USED FOR THE PURPOSE OF FUNDING REVENUE SHORTFALLS OF THE OPERATING ORGANIZATION TO ENABLE THEM TO CONTINUE THEIR MISSION OF PROVIDING HEALTH CARE SERVICES REGARDLESS OF ABILITY TO PAY. THE VNA FOUNDATION WILL APPROVE INTERCOMPANY TRANSFER OF ASSETS TO ENABLE THE CHARITABLE MISSION OF RELATED ORGANIZATIONS.

As filed on the 2023 return.

Listed in Part VII

Beverly HellwigBEVERLY HELLWIG

CFO

Total calculated

$197,837

From this org

$0

From related orgs

$187,281

Other

$10,556

Hours/week

5 + 35 related

Schedule J breakdown matched by us

Base

$0 + $165,002 related

Bonus

$0

Other

$0 + $22,279 related

Deferred

$0 + $5,024 related

Nontaxable benefits

$0 + $5,532 related

Filer's total

$0 + $197,837 related
Bradford EvansBRADFORD EVANS

PRESIDENT/CEO

Total calculated

$383,036

From this org

$0

From related orgs

$324,416

Other

$58,620

Hours/week

5 + 35 related

Schedule J breakdown matched by us

Base

$0 + $263,112 related

Bonus

$0 + $15,000 related

Other

$0 + $46,304 related

Deferred

$0

Nontaxable benefits

$0 + $58,620 related

Filer's total

$0 + $383,036 related
Nancy DebasioNANCY DEBASIO

FOUNDATION CHAIR

Total calculated

$0

Hours/week

2 + 2 related
Barbara McArthurBARBARA MCARTHUR

DIRECTOR BEG 06/23

Total calculated

$0

Hours/week

2 + 2 related
Chris HarrisCHRIS HARRIS

DIRECTOR

Total calculated

$0

Hours/week

2
Cindy JohnsonCINDY JOHNSON

DIRECTOR BEG 06/23

Total calculated

$0

Hours/week

2
Gregory RadkeGREGORY RADKE

DIRECTOR END 06/23

Total calculated

$0

Hours/week

2 + 2 related
Sheryl Feutz-HarterSHERYL FEUTZ-HARTER

DIRECTOR END 06/23

Total calculated

$0

Hours/week

2 + 2 related
Terry WeathersTERRY WEATHERS

DIRECTOR

Total calculated

$0

Hours/week

2

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

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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation: COMPENSATION FOR BRADFORD EVANS, PRESIDENT/CEO, IS PROVIDED BY V.N.A. CORPORATION, A RELATED ENTITY. V.N.A. CORPORATION USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH MR. EVANS' COMPENSATION. THE COMPENSATION FOR ALL OTHER OFFICERS IS PROVIDED BY V.N.A. CORPORATION, A RELATED ENTITY.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan: VESTED BRADFORD EVANS $ 35,967 BEVERLY HELLWIG $ 21,450

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.

VNA CORPORATION

501(c)(3) · HEALTHCARE · MO

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 November 2024
IRS schema version: 2023v5.1
Source object: 202423199349306402

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