Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $506,854

• 1f · All other contributions, gifts and grants

  $2,801,723

• 1g · Noncash contributions included above

  $70,935

• 3 · Investment income

  total $894,329 · excluded $894,329

• 6a · Gross rents

  real property $304,524

• 6b · Less rental expenses

  real property $0

• 6c · Rental income or loss

  real property $304,524

• 6d · Net rental income or loss

  total $304,524 · excluded $304,524

• 7a · Gross sales of assets other than inventory

  securities $12,192,142

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

  securities $10,735,263 · other assets $647,711

• 7c · Gain or loss

  securities $1,456,879 · other assets -$647,711

• 7d · Net gain or loss

  total $809,168 · excluded $809,168

• 8a · Fundraising events: gross income

  $0

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

  $506,854

• 8b · Fundraising events: direct expenses

  $41,627

• 8c · Net income from fundraising events

  total -$41,627 · excluded -$41,627

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $2,811,543 · program services $2,811,543

• 11a · Fees: management

  total $493,581 · management and general $152,637 · fundraising $340,944

• 11b · Fees: legal

  total $4,982 · fundraising $4,982

• 11f · Fees: investment management

  total $91,198 · management and general $91,198

• 11g · Fees: other

  total $42,427 · management and general $18,450 · fundraising $23,977

• 12 · Advertising and promotion

  total $4,194 · management and general $100 · fundraising $4,094

• 13 · Office expenses

  total $60,690 · management and general $20,337 · fundraising $40,353

• 14 · Information technology

  total $35,119 · management and general $35,119

• 16 · Occupancy

  total $83,473 · management and general $83,473

• 17 · Travel

  total $151 · management and general $58 · fundraising $93

• 19 · Conferences, conventions and meetings

  total $111,483 · management and general $65,879 · fundraising $45,604

• 22 · Depreciation, depletion and amortization

  total $312,317 · management and general $242,908 · fundraising $69,409

• 23 · Insurance

  total $440 · fundraising $440

• 24a · Other expenses: Other Expenses

  total $67,166 · management and general $9,426 · fundraising $57,740

Balance sheet

Part X, book values.

• 2 · Savings and temporary cash investments

  beginning of year $1,596,082 · end of year $847,695

• 3 · Pledges and grants receivable

  beginning of year $972,111 · end of year $832,021

• 9 · Prepaid expenses and deferred charges

  beginning of year $16,147 · end of year $10,081

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

  $10,276,116

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

  $3,714,723

• 10c · Land, buildings and equipment, net

  beginning of year $7,262,236 · end of year $6,561,393

• 11 · Investments: publicly traded securities

  beginning of year $27,847,947 · end of year $29,575,716

• 14 · Intangible assets

  beginning of year $66,904 · end of year $42,777

• 15 · Other assets

  beginning of year $631,895 · end of year $1,913,020

• 17 · Accounts payable and accrued expenses

  beginning of year $95,375 · end of year $102,349

• 25 · Other liabilities

  beginning of year $592,023 · end of year $585,573

• 27 · Net assets without donor restrictions

  beginning of year $23,533,023 · end of year $23,624,096

• 28 · Net assets with donor restrictions

  beginning of year $14,172,901 · end of year $15,470,685

The filer's explanations (Part III)

Part I, Line 3

The organization has no employees. Lundy Fields, President/CEO, and Daniel Bach, Past CFO, are compensated by Visiting Nurse Association of the Treasure Coast, Inc., a related organization. The methods the related organization used to establish their compensation is as follows: - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Written employment contract - Compensation survey or study - Approval by the board or compensation committee