Totals
- Total revenue
- $13,652,555
- Total expenses
- $15,201,478
- Contributions and grants received
- $625,629
- Grants paid
- $0
- Program service revenue
- $12,835,445
- Investment income
- $189,334
- Other revenue
- $2,147
- Total assets, end of year
- $14,016,304
- Total liabilities, end of year
- $2,421,640
- Net assets or fund balances, end of year
- $11,594,664
- Program services expenses (Part IX)
- $11,253,749
- Management and general expenses
- $3,293,358
- Fundraising expenses
- $654,371
- Program service expenses (Part III)
- $11,253,749
Program services were 74.0% 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.
-
1e · Government grants (contributions)
$36,539
-
1f · All other contributions, gifts and grants
$589,090
-
1g · Noncash contributions included above
$22,952
-
2a · Program service revenue: PATIENT SERVICES
total $12,256,685 · related or exempt $12,256,685
-
2b · Program service revenue: FOSTER HOME
total $578,760 · related or exempt $578,760
-
3 · Investment income
total $213,378 · excluded $213,378
-
7a · Gross sales of assets other than inventory
securities $37,532
-
7b · Less cost or other basis and sales expenses
securities $61,576
-
7c · Gain or loss
securities -$24,044
-
7d · Net gain or loss
total -$24,044 · excluded -$24,044
-
11a · Other revenue: OTHER INCOME
total $2,147 · excluded $2,147
-
11e · Other revenue, total
$2,147
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $636,603 · program services $346,174 · management and general $290,429
-
7 · Other salaries and wages
total $8,516,182 · program services $7,032,050 · management and general $1,316,163 · fundraising $167,969
-
8 · Pension plan contributions
total $239,718 · program services $163,183 · management and general $76,535
-
9 · Other employee benefits
total $1,059,834 · program services $783,284 · management and general $243,262 · fundraising $33,288
-
10 · Payroll taxes
total $707,597 · program services $570,165 · management and general $124,058 · fundraising $13,374
-
11b · Fees: legal
total $10,259 · management and general $10,259
-
11c · Fees: accounting
total $54,470 · management and general $54,470
-
11f · Fees: investment management
total $32,369 · management and general $32,369
-
11g · Fees: other
total $715,367 · program services $327,425 · management and general $361,065 · fundraising $26,877
-
12 · Advertising and promotion
total $102,572 · management and general $94,210 · fundraising $8,362
-
13 · Office expenses
total $149,468 · program services $30,327 · management and general $68,506 · fundraising $50,635
-
17 · Travel
total $29,333 · program services $6,039 · management and general $21,839 · fundraising $1,455
-
22 · Depreciation, depletion and amortization
total $126,520 · program services $16,997 · management and general $109,523
-
23 · Insurance
total $78,960 · management and general $78,960
-
24a · Other expenses: DIRECT PATIENT COSTS
total $1,671,314 · program services $1,657,753 · management and general $0 · fundraising $13,561
-
24b · Other expenses: NONPATIENT RELATED COST
total $519,887 · program services $4,874 · management and general $187,268 · fundraising $327,745
-
24c · Other expenses: MILEAGE REIMBURSEMENTS
total $285,839 · program services $281,587 · management and general $3,175 · fundraising $1,077
-
24d · Other expenses: RECRUITMENT
total $103,397 · program services $2,304 · management and general $100,838 · fundraising $255
-
24e · All other expenses
total $161,789 · program services $31,587 · management and general $120,429 · fundraising $9,773
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,267,650 · end of year $2,899,627
-
2 · Savings and temporary cash investments
beginning of year $481,579 · end of year $498,988
-
4 · Accounts receivable
beginning of year $3,215,520 · end of year $2,660,077
-
9 · Prepaid expenses and deferred charges
beginning of year $135,146 · end of year $192,205
-
10a · Land, buildings and equipment: cost or other basis
$5,270,659
-
10b · Land, buildings and equipment: accumulated depreciation
$2,946,954
-
10c · Land, buildings and equipment, net
beginning of year $2,275,585 · end of year $2,323,705
-
11 · Investments: publicly traded securities
beginning of year $4,730,738 · end of year $5,387,487
-
12 · Investments: other securities
beginning of year $50,337 · end of year $53,765
-
14 · Intangible assets
beginning of year $207 · end of year $450
-
15 · Other assets
beginning of year $1,706,126 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $1,097,565 · end of year $1,172,688
-
19 · Deferred revenue
beginning of year $36,539 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $1,248,952
-
27 · Net assets without donor restrictions
beginning of year $13,247,205 · end of year $11,095,676
-
28 · Net assets with donor restrictions
beginning of year $481,579 · end of year $498,988
Mission and programs · 2023
Mission
WE PROVIDE COMPREHENSIVE HOSPICE CARE SERVICES, SUPPORTIVE CARE FOR PAIN & SYMPTOM MANAGEMENT FOR THOSE WITH SERIOUS ILLNESS, AND GRIEF SUPPORT. THROUGH OUR MISSION, WILLAMETTE VITAL HEALTH SUPPORTS ADULTS AND CHILDREN LIVING WITH A SERIOUS OR LIFE-LIMITING ILLNESS THROUGHOUT MARION AND POLK COUNTIES AND BEYOND.
Activities or mission (Part I)
COMPREHENSIVE HOSPICE CARE SERVICES AND SUPPORTIVE CARE FOR THOSE WITH CHRONIC CONDITIONS.
-
WILLAMETTE VITAL HEALTH (WVH) PROVIDES COMPASSIONATE HOSPICE CARE TO TERMINALLY ILL PATIENTS AND THEIR CAREGIVERS. SERVICES INCLUDE IN-HOME NURSING VISITS, PAIN AND SYMPTOM MANAGEMENT, PERSONAL CARE ASSISTANCE, SOCIAL SERVICE ASSISTANCE, RESPITE, SPIRITUAL COUNSELING, MASSAGE, MUSIC AND PET THERAPY, AND BEREAVEMENTS SUPPORT FOR CAREGIVERS AND THE COMMUNITY. WVH RECEIVES FUNDING FROM MEDICARE AND OTHER INSURANCE PLANS. HOWEVER, THIS DOES NOT COVER VOLUNTEER SERVICES, BEREAVEMENT SERVICES, AND ADDITIONAL THERAPIES SUCH AS MUSIC AND MASSAGE. SERVICES ARE ALSO PROVIDED REGARDLESS OF A PATIENT'S ABILITY TO PAY. WVH PROVIDES A UNIQUE SERVICE AS IT IS THE ONLY FREE-STANDING NONPROFIT HOSPICE CARE ORGANIZATION WITHIN A 35-MILE RADIUS OF SALEM. WVH WORKS AS A PARTNER WITH OTHER HEALTHCARE COMMUNITIES, RESIDENTIAL CARE FACILITIES, ADULT FOSTER HOMES, AND ASSISTED LIVING CENTERS, PROVIDING SUPPORT AND EDUCATION ABOUT END OF LIFE CARE.DURING 2022, WVH PROVIDED COMPREHENSIVE HOSPICE CARE TO 939 TERMINALLY ILL PATIENTS AND THEIR FAMILIES, INCLUDING NURSING CARE AND MEDICAL AND PSYCHOSOCIAL ASSISTANCE. 4,357 VOLUNTEER HOURS WERE UTILIZED IN PERFORMING THE SERVICES OF THE ORGANIZATION. WVH PROVIDED ADULT FOSTER CARE TO 37 HOSPICE PATIENTS WHO COULD NO LONGER RESIDE IN THEIR OWN HOME. WVH PROVIDED PALLIATIVE CARE TO 72 PATIENTS AND FAMILIES. WVH PROVIDED 103 INSTANCES OF INDIVIDUAL AND FAMILY COUNSELING, SERVED 98 INDIVIDUALS IN BEREAVEMENT GROUPS, AND HOSTED 3 COMMUNITY BEREAVEMENT EVENTS.
Expenses $10,656,911 · Revenue $12,256,685
-
WILLAMETTE VITAL HEALTH OFFERS ADULT FOSTER CARE FOR THOSE UNABLE TO CARE FOR THEMSELVES AND FOR WHOM CARE AT HOME IS NOT A REALISTIC OR SAFE OPTION. THE EDWARD F. TOKARSKI HOME FOR OUR HOSPICE PATIENTS WHO NEED A PLACE TO CALL HOME IN THEIR FINAL MONTHS OF LIFE. INDIVIDUALIZED CARE IS PROVIDED FOR UP TO 5 RESIDENTS WHO ARE ALSO ENROLLED AS PATIENTS OF WILLAMETTE VITAL HEALTH. ELIGIBILITY DEPENDS UPON SPECIFIC CARE NEEDS AND SPACE AVAILABILITY.
Expenses $596,838 · Revenue $578,460
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael CherryMICHAEL CHERRY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Betty O'BrienBETTY O'BRIEN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Andrew BoneANDREW BONE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
John MoodyJOHN MOODY
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Chad CampbellCHAD CAMPBELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Miriam ScharerMIRIAM SCHARER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Camille MercierCAMILLE MERCIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wayne KinkadeWAYNE KINKADE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Naomi HormannNAOMI HORMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vicki HollandVICKI HOLLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott HaddenSCOTT HADDEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debbie Baca-DietzDEBBIE BACA-DIETZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn Van OttenCAROLYN VAN OTTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Iria NishimuraIRIA NISHIMURA
CHIEF OPERATING OFFICER
- Total calculated
- $290,429
- From this org
- $271,612
- From related orgs
- $0
- Other
- $18,817
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $267,612
- Bonus
- $4,000
- Other
- $0
- Deferred
- $9,005
- Nontaxable benefits
- $9,812
- Filer's total
- $290,429
-
Cheryl MacDonaldCHERYL MACDONALD
MEDICAL DIRECTOR
- Total calculated
- $346,174
- From this org
- $323,334
- From related orgs
- $0
- Other
- $22,840
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $323,334
- Bonus
- $0
- Other
- $0
- Deferred
- $13,089
- Nontaxable benefits
- $9,751
- Filer's total
- $346,174
-
Barb FarmerBARB FARMER
ADMISSIONS MANAGER
- Total calculated
- $166,706
- From this org
- $152,611
- From related orgs
- $0
- Other
- $14,095
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,962
- Bonus
- $2,649
- Other
- $0
- Deferred
- $6,157
- Nontaxable benefits
- $7,938
- Filer's total
- $166,706
-
Virginia Kay SpringerVIRGINIA KAY SPRINGER
NURSE
- Total calculated
- $159,886
- From this org
- $143,913
- From related orgs
- $0
- Other
- $15,973
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,913
- Bonus
- $0
- Other
- $0
- Deferred
- $5,820
- Nontaxable benefits
- $10,153
- Filer's total
- $159,886
-
Jennifer McKenzieJENNIFER MCKENZIE
NURSE
- Total calculated
- $178,882
- From this org
- $165,146
- From related orgs
- $0
- Other
- $13,736
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,146
- Bonus
- $0
- Other
- $0
- Deferred
- $3,900
- Nontaxable benefits
- $9,836
- Filer's total
- $178,882
-
Jon FitzkeJON FITZKE
NURSE
- Total calculated
- $197,180
- From this org
- $188,988
- From related orgs
- $0
- Other
- $8,192
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,988
- Bonus
- $0
- Other
- $0
- Deferred
- $7,565
- Nontaxable benefits
- $627
- Filer's total
- $197,180
-
Nancy BoutineNANCY BOUTINE
SUPPORTIVE CARE MANAGER
- Total calculated
- $254,574
- From this org
- $243,671
- From related orgs
- $0
- Other
- $10,903
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $243,671
- Bonus
- $0
- Other
- $0
- Deferred
- $9,763
- Nontaxable benefits
- $1,140
- Filer's total
- $254,574
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
- 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
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
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412769349301131
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.