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Nonprofiteer
← SOUTHCOAST VISITING NURSE ASSOCIATION INC

Form 990 for tax year 2023

Filed by SOUTHCOAST VISITING NURSE ASSOCIATION INC.

Totals

Total revenue
$47,000,695
Total expenses
$45,672,564
Contributions and grants received
$870,032
Grants paid
$0
Program service revenue
$45,786,505
Investment income
$340,518
Other revenue
$3,640
Total assets, end of year
$31,317,062
Total liabilities, end of year
$7,807,632
Net assets or fund balances, end of year
$23,509,430
Program services expenses (Part IX)
$37,521,969
Management and general expenses
$8,133,615
Fundraising expenses
$16,980
Program service expenses (Part III)
$37,521,969

Program services were 82.2% 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

    $61,252

  • 1d · Related organizations

    $4,313

  • 1e · Government grants (contributions)

    $41,735

  • 1f · All other contributions, gifts and grants

    $762,732

  • 1g · Noncash contributions included above

    $13,647

  • 2a · Program service revenue: HOME HEALTH CARE

    total $26,049,228 · related or exempt $26,049,228

  • 2b · Program service revenue: HOSPICE

    total $19,737,277 · related or exempt $19,737,277

  • 3 · Investment income

    total $239,536 · excluded $239,536

  • 7a · Gross sales of assets other than inventory

    securities $1,787,648

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

    securities $1,686,666

  • 7c · Gain or loss

    securities $100,982

  • 7d · Net gain or loss

    total $100,982 · excluded $100,982

  • 8a · Fundraising events: gross income

    $3,640

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

    $61,252

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $3,640 · excluded $3,640

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $27,517,524 · program services $23,395,448 · management and general $4,122,076

  • 8 · Pension plan contributions

    total $793,566 · program services $674,641 · management and general $118,925

  • 9 · Other employee benefits

    total $4,443,795 · program services $3,237,976 · management and general $1,205,819

  • 10 · Payroll taxes

    total $1,999,283 · program services $1,699,667 · management and general $299,616

  • 11f · Fees: investment management

    total $8,012 · management and general $8,012

  • 11g · Fees: other

    total $914,965 · program services $472,487 · management and general $442,478

  • 12 · Advertising and promotion

    total $17,032 · program services $2,309 · management and general $9,155 · fundraising $5,568

  • 13 · Office expenses

    total $485,480 · program services $267,078 · management and general $218,121 · fundraising $281

  • 14 · Information technology

    total $241,861 · program services $79,563 · management and general $162,298

  • 16 · Occupancy

    total $364,845 · management and general $364,845

  • 17 · Travel

    total $1,126,736 · program services $1,107,656 · management and general $19,080

  • 19 · Conferences, conventions and meetings

    total $38,338 · program services $4,035 · management and general $34,303

  • 22 · Depreciation, depletion and amortization

    total $21,519 · program services $20,019 · management and general $1,500

  • 23 · Insurance

    total $218,778 · management and general $218,778

  • 24a · Other expenses: HOSPICE ROOM AND BOARD

    total $3,393,539 · program services $3,393,539

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $2,002,563 · program services $1,987,137 · management and general $15,426

  • 24c · Other expenses: HOSPICE GENERAL IP

    total $1,110,665 · program services $1,110,665

  • 24d · Other expenses: INTERCO CONTRACTED SERV

    total $822,355 · management and general $822,355

  • 24e · All other expenses

    total $151,708 · program services $69,749 · management and general $70,828 · fundraising $11,131

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $8,994,104 · end of year $10,861,579

  • 4 · Accounts receivable

    beginning of year $6,413,667 · end of year $6,307,410

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,877 · end of year $250,075

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

    $1,786,305

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

    $1,779,117

  • 10c · Land, buildings and equipment, net

    beginning of year $28,707 · end of year $7,188

  • 11 · Investments: publicly traded securities

    beginning of year $7,209,497 · end of year $8,812,095

  • 12 · Investments: other securities

    beginning of year $2,125,175 · end of year $2,397,203

  • 15 · Other assets

    beginning of year $2,747,542 · end of year $2,681,512

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,392,592 · end of year $5,318,511

  • 19 · Deferred revenue

    beginning of year $307,610 · end of year $277,600

  • 25 · Other liabilities

    beginning of year $2,247,027 · end of year $2,211,521

  • 27 · Net assets without donor restrictions

    beginning of year $18,268,374 · end of year $20,764,577

  • 28 · Net assets with donor restrictions

    beginning of year $2,360,966 · end of year $2,744,853

Mission and programs · 2023

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 2024, VNA HAD 26,363 CARDIAC PROGRAM VISITS AND 41,078 REHAB VISITS, INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND SPEECH LANGUAGE PATHOLOGY. THERE WERE 185 BEHAVIORAL HEALTH VISITS, 103,771 HOME HEALTH VISITS, AND 6,018 MATERNAL CHILD HEALTH HOME VISITS.

    Expenses $20,948,461 · Revenue $26,049,228

  • 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 YEAR 2024, VNA HAD 66,138 HOSPICE PROGRAM VISITS.

    Expenses $16,573,508 · Revenue $19,737,277

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rayford Kruger MD

    PRESIDENT & EX-OFFICIO (UNTIL 1/24)

    Total calculated
    $1,611,294
    From this org
    $0
    From related orgs
    $1,300,999
    Other
    $310,295
    Hours/week
    5.5 + 69.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,291,999 related
    Bonus
    $0
    Other
    $0 + $9,000 related
    Deferred
    $0 + $291,000 related
    Nontaxable benefits
    $0 + $19,295 related
    Filer's total
    $0 + $1,611,294 related

  • Renee Clark

    CHAIR (UNTIL 12/2023), TRUSTEE

    Total calculated
    $1,312,578
    From this org
    $0
    From related orgs
    $1,121,185
    Other
    $191,393
    Hours/week
    2.5 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $740,190 related
    Bonus
    $0 + $242,200 related
    Other
    $0 + $138,795 related
    Deferred
    $0 + $168,243 related
    Nontaxable benefits
    $0 + $23,150 related
    Filer's total
    $0 + $1,312,578 related

  • Wade Broughman

    TREASURER OF BOARD/ EVP FIN/CFO

    Total calculated
    $1,194,209
    From this org
    $0
    From related orgs
    $1,155,114
    Other
    $39,095
    Hours/week
    2.5 + 72.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $743,502 related
    Bonus
    $0 + $242,200 related
    Other
    $0 + $169,412 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $19,295 related
    Filer's total
    $0 + $1,194,209 related

  • Jeffrey Lawrence MD

    VICE CHAIR (TO 12/23), TTE (TO 4/24)

    Total calculated
    $918,401
    From this org
    $0
    From related orgs
    $786,359
    Other
    $132,042
    Hours/week
    2.5 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,187 related
    Bonus
    $0 + $143,800 related
    Other
    $0 + $29,372 related
    Deferred
    $0 + $109,519 related
    Nontaxable benefits
    $0 + $22,523 related
    Filer's total
    $0 + $918,401 related

  • Patricia Buiocchi

    VP SOUTHCOAST HEALTH AT HOME & CLERK

    Total calculated
    $468,952
    From this org
    $0
    From related orgs
    $468,274
    Other
    $678
    Hours/week
    32.5 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,500 related
    Bonus
    $0 + $95,000 related
    Other
    $0 + $774 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $678 related
    Filer's total
    $0 + $468,952 related

  • James Witkowski MD

    TRUSTEE

    Total calculated
    $453,216
    From this org
    $0
    From related orgs
    $410,893
    Other
    $42,323
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,393 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $500 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $22,523 related
    Filer's total
    $0 + $453,216 related

  • David McCready

    EX-OFFICIO, PRES & CEO (AS OF 1/24)

    Total calculated
    $368,772
    From this org
    $0
    From related orgs
    $317,489
    Other
    $51,283
    Hours/week
    3.5 + 70.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,244 related
    Bonus
    $0
    Other
    $0 + $21,245 related
    Deferred
    $0 + $45,370 related
    Nontaxable benefits
    $0 + $5,913 related
    Filer's total
    $0 + $368,772 related

  • Chandra Reddivari MD

    TRUSTEE

    Total calculated
    $286,489
    From this org
    $0
    From related orgs
    $267,436
    Other
    $19,053
    Hours/week
    1.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,436 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,553 related
    Nontaxable benefits
    $0 + $500 related
    Filer's total
    $0 + $286,489 related

  • Donald G Giumetti

    VICE CHAIR (AS OF 1/2024)

    Total calculated
    $0
    Hours/week
    2.5 + 12.5 related

  • Elizabeth Huidekoper

    CHAIR (AS OF 1/2024)

    Total calculated
    $0
    Hours/week
    2.5 + 6 related

  • Jay Schachne MD

    TRUSTEE (AS OF 1/2024)

    Total calculated
    $0
    Hours/week
    1.5 + 4.5 related

  • Pamela Swansey

    RN

    Total calculated
    $185,672
    From this org
    $170,112
    From related orgs
    $0
    Other
    $15,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,272
    Bonus
    $217
    Other
    $8,623
    Deferred
    $6,846
    Nontaxable benefits
    $8,714
    Filer's total
    $185,672

  • Fernanda Johnson

    CLINICAL MANAGER REHAB

    Total calculated
    $183,496
    From this org
    $156,543
    From related orgs
    $0
    Other
    $26,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,823
    Bonus
    $3,220
    Other
    $500
    Deferred
    $6,562
    Nontaxable benefits
    $20,391
    Filer's total
    $183,496

  • Lori Crowshaw

    ED-HOME HEALTH CLINICAL SERVICE

    Total calculated
    $180,147
    From this org
    $172,075
    From related orgs
    $0
    Other
    $8,072
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,945
    Bonus
    $5,130
    Other
    $0
    Deferred
    $6,932
    Nontaxable benefits
    $1,140
    Filer's total
    $180,147

  • Sally Cerqueira-Bonet

    RN

    Total calculated
    $174,709
    From this org
    $161,125
    From related orgs
    $0
    Other
    $13,584
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,005
    Bonus
    $4,217
    Other
    $3,903
    Deferred
    $4,902
    Nontaxable benefits
    $8,682
    Filer's total
    $174,709

  • Susan Bullock

    PHYSICAL THERAPIST

    Total calculated
    $172,053
    From this org
    $157,069
    From related orgs
    $0
    Other
    $14,984
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,804
    Bonus
    $217
    Other
    $4,048
    Deferred
    $6,265
    Nontaxable benefits
    $8,719
    Filer's total
    $172,053

  • Diane Patrick

    FORMER VICE CHAIR

    Total calculated
    $353,324
    From this org
    $0
    From related orgs
    $319,992
    Other
    $33,332
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,015 related
    Bonus
    $0 + $138,477 related
    Other
    $0 + $500 related
    Deferred
    $0 + $15,408 related
    Nontaxable benefits
    $0 + $17,924 related
    Filer's total
    $0 + $353,324 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
  • 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)

PART I, LINE 1A
VNA MADE PERFORMANCE PAYMENTS TO THREE HIGHLY COMPENSATED EMPLOYEES THAT INCLUDED TAX GROSS-UPS. TOTAL PAYMENTS WERE $652.
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, 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 - $124,038 WADE BROUGHMAN - $148,443
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 - $120,300

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.

  • COASTLINE PROFESSIONAL ASSURANCE CORP LTD

    C · INSURANCE · CJ · controlled entity

  • HEALTH MANAGEMENT INITIATIVES INC

    C · COMM RENTALS · MA · controlled entity

  • SAME DAY SURGICARE OF NE INC

    S · MEDICAL SERVICES · MA · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202522279349303497

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