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← VISITING NURSE ASSN FOUNDATION

Form 990 for tax year 2024

Filed by VISITING NURSE ASSN FOUNDATION.

Totals

Total revenue
$243,167
Total expenses
$422
Contributions and grants received
$188,032
Grants paid
$0
Program service revenue
$0
Investment income
$55,135
Other revenue
$0
Total assets, end of year
$995,995
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$995,995
Program services expenses (Part IX)
$0
Management and general expenses
$422
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.

  • 1e · Government grants (contributions)

    $6,700

  • 1f · All other contributions, gifts and grants

    $181,332

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $55,135 · excluded $55,135

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8c · Net income from fundraising events

    total $0

  • 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.

  • 11g · Fees: other

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

  • 13 · Office expenses

    total $422 · management and general $422

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $431,622

  • 2 · Savings and temporary cash investments

    beginning of year $62,602 · end of year $0

  • 4 · Accounts receivable

    beginning of year $40,000 · end of year $0

  • 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 $2,609,237 · end of year $564,373

  • 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 $2,671,839 · end of year $995,995

  • 28 · Net assets with donor restrictions

    beginning of year $40,000 · end of year $0

Mission and programs · 2024

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. SEE SCHEDULE O FOR MORE INFORMATION.

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 2024 return.

Listed in Part VII

  • Beverly Hellwig

    CFO END 06/24

    Total calculated
    $192,897
    From this org
    $0
    From related orgs
    $185,879
    Other
    $7,018
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $113,361 related
    Bonus
    $0 + $72,518 related
    Other
    $0
    Deferred
    $0 + $5,618 related
    Nontaxable benefits
    $0 + $1,400 related
    Filer's total
    $0 + $192,897 related

  • Bradford Evans

    PRESIDENT/CEO END 06/24

    Total calculated
    $465,891
    From this org
    $0
    From related orgs
    $435,058
    Other
    $30,833
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,775 related
    Bonus
    $0 + $99,433 related
    Other
    $0 + $160,850 related
    Deferred
    $0 + $8,381 related
    Nontaxable benefits
    $0 + $22,452 related
    Filer's total
    $0 + $465,891 related

  • Jeremy Wiltz

    SECRETARY BEG 07/24

    Total calculated
    $206,195
    From this org
    $0
    From related orgs
    $171,911
    Other
    $34,284
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,791 related
    Bonus
    $0 + $120 related
    Other
    $0
    Deferred
    $0 + $14,612 related
    Nontaxable benefits
    $0 + $19,672 related
    Filer's total
    $0 + $206,195 related

  • Kevin Roberts

    PRESIDENT BEG 07/24

    Total calculated
    $132,031
    From this org
    $0
    From related orgs
    $123,644
    Other
    $8,387
    Hours/week
    1 + 39 related

  • Nancy Debasio

    CHAIR END 06/24; BOARD MEMBER BEG 07/24

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Barbara MacArthur

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Chris Harris

    BOARD MEMBER END 06/24

    Total calculated
    $0
    Hours/week
    1

  • Cindy Johnson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Linda Clarkson

    BOARD MEMBER BEG 07/24

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sheryl Feutz-Harter

    BOARD MEMBER BEG 07/24

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Terry Weathers

    BOARD MEMBER END 06/24

    Total calculated
    $0
    Hours/week
    1

  • Daniel Lehman

    CFO BEG 07/24

    Total calculated
    $197,882
    From this org
    $0
    From related orgs
    $164,277
    Other
    $33,605
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,177 related
    Bonus
    $0 + $100 related
    Other
    $0
    Deferred
    $0 + $30,405 related
    Nontaxable benefits
    $0 + $3,200 related
    Filer's total
    $0 + $197,882 related

  • Shawn Sullivan

    CEO BEG 07/24

    Total calculated
    $289,937
    From this org
    $0
    From related orgs
    $238,401
    Other
    $51,536
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,301 related
    Bonus
    $0 + $100 related
    Other
    $0
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $28,536 related
    Filer's total
    $0 + $289,937 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COMPENSATION FOR BRADFORD EVANS, PRESIDENT/CEO, AND BEVERLY HELLWIG, CFO, 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. FOLLOWING THE ACQUISITION, THE NEW CEO & CFO ARE NOW COMPENSATED BY THE RELATED ORGANIZATION, MIDLAND CARE CONNECTION INC (MCC). MCC USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO: - COMPENSATION SERVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4a Severance or change-of-control payment
BRADFORD EVANS RECEIVED A SEVERANCE PAYMENT FROM THE RELATED ORGANIZATION WHEN THERE WAS A CHANGE IN CONTROL. THE AMOUNT OF THE SEVERANCE WAS $160,850 PAID OVER 5 INSTALLMENTS IN 2024.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
30 October 2025
IRS schema version
2024v5.1
Source object
202513039349301466

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