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← VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC

Form 990 for tax year 2024

Filed by VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC.

Totals

Total revenue
$9,938,147
Total expenses
$12,420,007
Contributions and grants received
$92,324
Grants paid
$0
Program service revenue
$8,185,192
Investment income
$1,652,508
Other revenue
$8,123
Total assets, end of year
$29,252,741
Total liabilities, end of year
$2,634,753
Net assets or fund balances, end of year
$26,617,988
Program services expenses (Part IX)
$11,486,151
Management and general expenses
$933,856
Fundraising expenses
$0
Program service expenses (Part III)
$11,486,151

Program services were 92.5% 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.

  • 1a · Federated campaigns

    $69,416

  • 1f · All other contributions, gifts and grants

    $22,908

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $7,553,196 · related or exempt $7,553,196

  • 2b · Program service revenue: CLINICAL INCOME

    total $623,956 · related or exempt $623,956

  • 2c · Program service revenue: SCHOOL NURSING PROGRAM

    total $8,040 · related or exempt $8,040

  • 3 · Investment income

    total $511,296 · excluded $511,296

  • 6a · Gross rents

    real property $35,200

  • 6b · Less rental expenses

    real property $27,077

  • 6c · Rental income or loss

    real property $8,123

  • 6d · Net rental income or loss

    total $8,123 · excluded $8,123

  • 7a · Gross sales of assets other than inventory

    securities $18,263,518

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

    securities $17,122,306

  • 7c · Gain or loss

    securities $1,141,212

  • 7d · Net gain or loss

    total $1,141,212 · excluded $1,141,212

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $242,032 · program services $24,203 · management and general $217,829

  • 7 · Other salaries and wages

    total $7,541,049 · program services $7,082,772 · management and general $458,277

  • 8 · Pension plan contributions

    total $259,227 · program services $243,474 · management and general $15,753

  • 9 · Other employee benefits

    total $1,422,024 · program services $1,335,606 · management and general $86,418

  • 10 · Payroll taxes

    total $623,720 · program services $585,816 · management and general $37,904

  • 11g · Fees: other

    total $1,486,611 · program services $1,396,267 · management and general $90,344

  • 13 · Office expenses

    total $20,883 · program services $19,614 · management and general $1,269

  • 16 · Occupancy

    total $59,933 · program services $56,291 · management and general $3,642

  • 17 · Travel

    total $211,984 · program services $199,102 · management and general $12,882

  • 22 · Depreciation, depletion and amortization

    total $145,651 · program services $136,800 · management and general $8,851

  • 23 · Insurance

    total $214,644 · program services $214,644

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $180,937 · program services $180,937

  • 24b · Other expenses: EDUCATION, SUBSCRIPTION

    total $11,312 · program services $10,625 · management and general $687

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,649,157 · end of year $2,109,381

  • 3 · Pledges and grants receivable

    beginning of year $163,658

  • 4 · Accounts receivable

    beginning of year $1,133,972 · end of year $1,133,118

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $22,162

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

    $3,724,149

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

    $1,420,683

  • 10c · Land, buildings and equipment, net

    beginning of year $2,449,117 · end of year $2,303,466

  • 11 · Investments: publicly traded securities

    beginning of year $25,121,973 · end of year $23,644,206

  • 15 · Other assets

    beginning of year $154,162 · end of year $40,408

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,046,760 · end of year $2,143,724

  • 19 · Deferred revenue

    beginning of year $118,085 · end of year $136,496

  • 25 · Other liabilities

    beginning of year $354,533 · end of year $354,533

  • 27 · Net assets without donor restrictions

    beginning of year $28,004,149 · end of year $26,483,419

  • 28 · Net assets with donor restrictions

    beginning of year $148,512 · end of year $134,569

Mission and programs · 2024

Mission

TO PROVIDE AND ADMINISTER A COMPREHENSIVE MULTIDISCIPLINARY, THERAPEUTIC AND PUBLIC HEALTH NURSING PROGRAM PRIMARILY TO RESIDENTS OF THE SOUTHEASTERN CONNECTICUT AREA REGARDLESS OF ABILITY TO PAY.

Activities or mission (Part I)

TO PROVIDE HOME HEALTH CARE SERVICES TO THE CITIZENS OF SOUTHEASTERN CONNECTICUT.

  • SEE SCHEDULE OTHE VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT (VNASC) IS NOW DBA YALE NEW HAVEN HEALTH- HEALTH AT HOME- SOUTHEAST (YNHH HAH-SOUTHEAST). IT IS A 501(C)(3) NON-PROFIT ORGANIZATION FOUNDED IN 1909, SERVING THE TOWNS OF: EAST LYME, GALES FERRY, GROTON, GROTON LONG POINT, LEDYARD, LYME, MONTVILLE, MYSTIC, NEW LONDON, NIANTIC, NOANK, NORTH STONINGTON, OAKDALE, OLD LYME, OLD MYSTIC, OLD SAYBROOK, PAWCATUCK, QUAKER HILL, SALEM, STONINGTON, UNCASVILLE, WATERFORD AND WEST MYSTIC. THE ORGANIZATION IS LICENSED BY THE CONNECTICUT DEPARTMENT OF PUBLIC HEALTH.THROUGH HOME HEALTH CARE THE ORGANIZATION CONTINUED TO PROVIDE HEALTHCARE SERVICES TO THOSE WHO HAVE THE MEANS TO PAY FOR SERVICES AS WELL AS FREE AND SUBSIDIZED CARE TO THOSE WITH LIMITED OR NO FINANCIAL SERVICES. IN THE HOME, YALE NEW HAVEN HEALTH -HEALTH AT HOME- SOUTHEAST PROVIDES SKILLED NURSING, HOME HEALTH AIDE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY AND SOCIAL WORK SERVICES TO PEOPLE IN SOUTHEASTERN CT. UTILIZING A MULITIDISICIPLINARY TEAM APPROACH, YNHH-HAH-SOUTHEAST HAS A PROVEN TRACK RECORD OF HELPING MEDICALLY AND SOCIALLY COMPLEX PATIENTS REMAIN IN THE COMMUNITY WITH THEIR LOVED ONES.THE WELLNESS PROGRAMMING AND MATERNAL CHILD HEALTH PROGRAMMING WAS DISCONTINUED JUNE 2025.

    Expenses $11,486,151 · Revenue $8,185,192

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Pamela Sutton-Wallace

    TRUSTEE

    Total calculated
    $3,144,397
    From this org
    $0
    From related orgs
    $2,499,579
    Other
    $644,818
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,470,292 related
    Bonus
    $0 + $1,015,760 related
    Other
    $0 + $13,527 related
    Deferred
    $0 + $633,153 related
    Nontaxable benefits
    $0 + $11,665 related
    Filer's total
    $0 + $3,144,397 related

  • Thomas Balcezak

    PRESIDENT,CHAIR/TRUSTEE (CY COMP)

    Total calculated
    $2,236,592
    From this org
    $0
    From related orgs
    $1,692,136
    Other
    $544,456
    Hours/week
    1 + 39 related

  • Thomas Balcezak

    PRESIDENT,CHAIR/TRUSTEE (VESTED DEF.)

    Total calculated
    $184,637
    From this org
    $0
    From related orgs
    $184,637
    Other
    $0
    Hours/week
    1 + 39 related

  • William J Aseltyne

    SECRETARY/TRUSTEE

    Total calculated
    $2,206,679
    From this org
    $0
    From related orgs
    $1,993,585
    Other
    $213,094
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,382 related
    Bonus
    $0 + $338,500 related
    Other
    $0 + $620,703 related
    Deferred
    $0 + $197,150 related
    Nontaxable benefits
    $0 + $15,944 related
    Filer's total
    $0 + $2,206,679 related

  • Gail Kosyla

    TREASURER/TRUSTEE

    Total calculated
    $1,988,356
    From this org
    $0
    From related orgs
    $1,546,463
    Other
    $441,893
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,861 related
    Bonus
    $0 + $497,225 related
    Other
    $0 + $14,377 related
    Deferred
    $0 + $439,776 related
    Nontaxable benefits
    $0 + $2,117 related
    Filer's total
    $0 + $1,988,356 related

  • Matthew Comerford

    TRUSTEE

    Total calculated
    $1,301,860
    From this org
    $0
    From related orgs
    $1,002,454
    Other
    $299,406
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $733,305 related
    Bonus
    $0 + $209,626 related
    Other
    $0 + $59,523 related
    Deferred
    $0 + $268,308 related
    Nontaxable benefits
    $0 + $31,098 related
    Filer's total
    $0 + $1,301,860 related

  • Richard Lisitano

    TRUSTEE(CURRENT YR COMP)

    Total calculated
    $1,259,426
    From this org
    $0
    From related orgs
    $926,428
    Other
    $332,998
    Hours/week
    1 + 39 related

  • Richard Lisitano

    TRUSTEE(VESTED DEFERRED)

    Total calculated
    $288,987
    From this org
    $0
    From related orgs
    $288,987
    Other
    $0
    Hours/week
    1 + 39 related

  • Joshua Morris

    TREASURER

    Total calculated
    $718,669
    From this org
    $0
    From related orgs
    $668,494
    Other
    $50,175
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $483,110 related
    Bonus
    $0 + $172,732 related
    Other
    $0 + $12,652 related
    Deferred
    $0 + $19,297 related
    Nontaxable benefits
    $0 + $30,878 related
    Filer's total
    $0 + $718,669 related

  • Margaret McGovern

    TRUSTEE

    Total calculated
    $716,756
    From this org
    $0
    From related orgs
    $651,596
    Other
    $65,160
    Hours/week
    1 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $651,596 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $65,160 related
    Filer's total
    $0 + $716,756 related

  • Patrick L Green

    FORMER TRUSTEE

    Total calculated
    $699,459
    From this org
    $0
    From related orgs
    $699,459
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $699,459 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $699,459 related

  • Kathleen O'Leary

    TRUSTEE

    Total calculated
    $503,727
    From this org
    $0
    From related orgs
    $445,895
    Other
    $57,832
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,538 related
    Bonus
    $0 + $81,741 related
    Other
    $0 + $23,616 related
    Deferred
    $0 + $26,850 related
    Nontaxable benefits
    $0 + $30,982 related
    Filer's total
    $0 + $503,727 related

  • Karen Desantis

    ADMINISTRATOR

    Total calculated
    $242,033
    From this org
    $191,870
    From related orgs
    $0
    Other
    $50,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,457
    Bonus
    $10,111
    Other
    $6,302
    Deferred
    $18,409
    Nontaxable benefits
    $31,754
    Filer's total
    $242,033

  • Farida Samed

    RN

    Total calculated
    $218,481
    From this org
    $171,984
    From related orgs
    $0
    Other
    $46,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,432
    Bonus
    $0
    Other
    $6,552
    Deferred
    $15,549
    Nontaxable benefits
    $30,948
    Filer's total
    $218,481

  • Michele Bergin

    RN

    Total calculated
    $183,665
    From this org
    $146,184
    From related orgs
    $0
    Other
    $37,481
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,955
    Bonus
    $0
    Other
    $229
    Deferred
    $15,087
    Nontaxable benefits
    $22,394
    Filer's total
    $183,665

  • Maura Collins

    RN

    Total calculated
    $160,404
    From this org
    $129,003
    From related orgs
    $0
    Other
    $31,401
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,919
    Bonus
    $0
    Other
    $84
    Deferred
    $340
    Nontaxable benefits
    $31,061
    Filer's total
    $160,404

  • Brandie Millovitsch

    RN

    Total calculated
    $159,238
    From this org
    $128,286
    From related orgs
    $0
    Other
    $30,952
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,153
    Bonus
    $0
    Other
    $133
    Deferred
    $0
    Nontaxable benefits
    $30,952
    Filer's total
    $159,238

  • Cynthia Stallard

    RN

    Total calculated
    $158,544
    From this org
    $123,786
    From related orgs
    $0
    Other
    $34,758
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,537
    Bonus
    $0
    Other
    $249
    Deferred
    $3,806
    Nontaxable benefits
    $30,952
    Filer's total
    $158,544

  • Shanna Reels

    CHAIR/TRUSTEE

    Total calculated
    $14,598
    From this org
    $0
    From related orgs
    $14,598
    Other
    $0
    Hours/week
    1 + 3 related

  • Sharon Arnold

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • Thomas Balcezak

    PRESIDENT,CHAIR/TRUSTEE (CY COMP)

    Schedule J breakdown

    Base
    $0 + $1,141,989 related
    Bonus
    $0 + $372,350 related
    Other
    $0 + $177,797 related
    Deferred
    $0 + $541,652 related
    Nontaxable benefits
    $0 + $2,804 related
    Filer's total
    $0 + $2,236,592 related

  • Thomas Balcezak

    PRESIDENT,CHAIR/TRUSTEE (VESTED DEF.

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $184,637 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $184,637 related

  • Richard Lisitano

    TRUSTEE(CURRENT YR COMP)

    Schedule J breakdown

    Base
    $0 + $720,033 related
    Bonus
    $0 + $142,178 related
    Other
    $0 + $64,217 related
    Deferred
    $0 + $309,718 related
    Nontaxable benefits
    $0 + $23,280 related
    Filer's total
    $0 + $1,259,426 related

  • Richard Lisitano

    TRUSTEE(VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $288,987 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $288,987 related

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)

PART I, LINE 3
THE COMPENSATION OF THE ORGANIZATION'S OFFICERS IS EVALUATED BY THE COMPENSATION COMMITTEE OF THE VNA'S SOLE MEMBER, YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK, INC. YALE NEW HAVEN HEALTH COMPREHENSIVE CARE NETWORK, INC. COMMITTEE ANNUALLY REVIEWS SALARIES OF EXECUTIVES OF ITS SUBSIDIARY ORGANIZATIONS UTILIZING INDEPENDENT COMPENSATION CONSULTANTS AND REFLECTS ITS DELIBERATIONS IN THE COMMITTEE'S MINUTES.
PART I, LINE 4B
LINE 4B, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED WILLIAM ASELTYNE $ 0 $ 484,931 $ 0 PAMELA SUTTON-WALLACE $ 0 $ 340,000 $ 0 THOMAS BALCEZAK $ 0 $ 303,270 $ 0 GAIL KOSYLA $ 0 $ 219,526 $ 0 RICHARD LISITANO $ 0 $ 149,968 $ 0 MATTHEW COMERFORD $ 0 $ 114,758 $ 0 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS SENIOR LEADERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). THE INDIVIDUAL LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) IS AMOUNT VESTED DURING THE 2024 CALENDAR YEAR THAT WAS RECOGNIZED AS TAXABLE EVENTS AND REPORTED IN THE INDIVIDUAL'S 2024 CALENDAR YEAR FORM W-2. SRIP EDCAP RICHARD LISITANO $ 0 $ 288,987 THOMAS BALCEZAK $ 0 $ 184,637

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST

    INVESTMENT · DE

  • YNHHSCUSP SURGERY CENTERS LLC

    HEALTHCARE SERVICES · CT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CORPORATE PROFESSIONAL BUSINESS SERVICESINC

    C · MANAGEMENT SERVICES · CT · controlled entity

  • GREENWICH FERTILITY & IVF PC

    C · HEALTHCARE SERVICES · CT · controlled entity

  • GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY

    C · HEALTHCARE SERVICES · NJ · controlled entity

  • GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC

    C · HEALTHCARE SERVICES · NY · controlled entity

  • L & M SYSTEMS INC

    C · HEALTHCARE RELATED SERVICES · CT · controlled entity

  • L&M HOME CARE SERVICES INC

    C · HOME THERAPY · CT · controlled entity

  • MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC

    C · PHARMACY · CT · controlled entity

  • YALE NEW HAVEN AMBULATORY SERVICES

    C · HEALTHCARE SERVICES · CT · controlled entity

  • YNHH-PHYSICIANS CORP

    C · ADMINISTRATIVE SERVICES · CT · controlled entity

  • URGENT CARE MEDICAL ASSOCIATES OF MA LLC

    C · URGENT CARE SERVICES · MA · controlled entity

  • URGENT CARE MEDICAL OF NEW YORK LLC

    C · URGENT CARE SERVICES · CT · controlled entity

  • OAK CAPTIVE INCORPORATED PIC

    C · CAPITIVE INSURANCE · CJ · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
10 August 2026
IRS schema version
2024v5.5
Source object
202632269349300718

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