Skip to content
Nonprofiteer
← VISITING NURSE SERVICES OF IOWA

Form 990 for tax year 2023

Filed by VISITING NURSE SERVICES OF IOWA.

Totals

Total revenue
$31,374,851
Total expenses
$35,768,650
Contributions and grants received
$9,431,488
Grants paid
$30,182
Program service revenue
$21,224,224
Investment income
$0
Other revenue
$719,139
Total assets, end of year
$35,077,449
Total liabilities, end of year
$11,490,042
Net assets or fund balances, end of year
$23,587,407
Program services expenses (Part IX)
$27,807,531
Management and general expenses
$7,021,615
Fundraising expenses
$939,504
Program service expenses (Part III)
$27,807,531

Program services were 77.7% 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.

  • 1d · Related organizations

    $1,211,011

  • 1e · Government grants (contributions)

    $8,220,477

  • 2a · Program service revenue: PATIENT & PROGRAM SERVICES

    total $21,224,224 · related or exempt $21,224,224

  • 10a · Gross sales of inventory

    $675,610

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $675,610 · excluded $675,610

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $43,529 · excluded $43,529

  • 11e · Other revenue, total

    $43,529

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $30,182 · program services $30,182

  • 5 · Compensation of officers, directors and key employees

    total $822,403 · program services $699,043 · management and general $123,360

  • 7 · Other salaries and wages

    total $18,793,206 · program services $15,110,787 · management and general $3,406,747 · fundraising $275,672

  • 8 · Pension plan contributions

    total $413,703 · program services $295,544 · management and general $112,464 · fundraising $5,695

  • 9 · Other employee benefits

    total $1,768,511 · program services $1,271,649 · management and general $473,356 · fundraising $23,506

  • 10 · Payroll taxes

    total $1,393,539 · program services $1,095,287 · management and general $277,847 · fundraising $20,405

  • 11c · Fees: accounting

    total $115,702 · management and general $115,702

  • 11d · Fees: lobbying

    total $15,000 · management and general $15,000

  • 11g · Fees: other

    total $1,738,196 · program services $1,125,361 · management and general $593,881 · fundraising $18,954

  • 12 · Advertising and promotion

    total $740,373 · program services $151,252 · management and general $75,027 · fundraising $514,094

  • 13 · Office expenses

    total $520,631 · program services $350,203 · management and general $147,225 · fundraising $23,203

  • 14 · Information technology

    total $527,696 · program services $341,647 · management and general $180,295 · fundraising $5,754

  • 16 · Occupancy

    total $711,179 · program services $467,655 · management and general $243,524

  • 17 · Travel

    total $1,274,709 · program services $1,255,655 · management and general $16,680 · fundraising $2,374

  • 19 · Conferences, conventions and meetings

    total $132,447 · program services $89,482 · management and general $42,965

  • 20 · Interest

    total $299,718 · management and general $299,718

  • 22 · Depreciation, depletion and amortization

    total $814,650 · program services $318,470 · management and general $496,180

  • 23 · Insurance

    total $267,576 · program services $175,952 · management and general $91,624

  • 24a · Other expenses: OTHER PATIENT CARE

    total $2,139,674 · program services $2,135,216 · management and general $4,458

  • 24b · Other expenses: PHARMACY AND NURSING SU

    total $1,663,564 · program services $1,648,264 · management and general $15,300

  • 24c · Other expenses: CLIENT INSTRUCTIONAL

    total $1,102,982 · program services $1,067,537 · management and general $35,445

  • 24d · Other expenses: EMPLOYMENT EXPENSES

    total $272,814 · program services $100,733 · management and general $143,926 · fundraising $28,155

  • 24e · All other expenses

    total $210,195 · program services $77,612 · management and general $110,891 · fundraising $21,692

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $681,553 · end of year $742,013

  • 3 · Pledges and grants receivable

    beginning of year $2,776,798 · end of year $2,268,207

  • 4 · Accounts receivable

    beginning of year $2,087,883 · end of year $1,352,830

  • 8 · Inventories for sale or use

    beginning of year $642 · end of year $9,766

  • 9 · Prepaid expenses and deferred charges

    beginning of year $389,708 · end of year $319,706

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

    $18,497,847

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

    $10,018,085

  • 10c · Land, buildings and equipment, net

    beginning of year $9,191,475 · end of year $8,479,762

  • 13 · Investments: program-related

    beginning of year $17,399,387 · end of year $21,316,300

  • 15 · Other assets

    beginning of year $668,111 · end of year $588,865

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,505,651 · end of year $5,290,345

  • 19 · Deferred revenue

    beginning of year $227,160 · end of year $195,622

  • 25 · Other liabilities

    beginning of year $4,398,429 · end of year $6,004,075

  • 27 · Net assets without donor restrictions

    beginning of year $6,664,930 · end of year $2,271,107

  • 28 · Net assets with donor restrictions

    beginning of year $17,399,387 · end of year $21,316,300

Mission and programs · 2023

Mission

THE MISSION OF VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP, IS TO EMPOWER INDIVIDUALS, SUPPORT FAMILIES, AND STRENGTHEN COMMUNITIES.

Activities or mission (Part I)

THE MISSION OF VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP, IS TO EMPOWER INDIVIDUALS, SUPPORT FAMILIES AND STRENGTHEN COMMUNITIES.

  • EVERYSTEP IS DEDICATED TO EMPOWERING INDIVIDUALS, SUPPORTING FAMILIES, AND STRENGTHENING COMMUNITIES THROUGH THE PROMOTION OF HEALTH AND HEALTH-RELATED SERVICES, INCLUDING A NUMBER OF COMMUNITY HEALTH PROGRAMS FOCUSED ON THE WELLBEING OF CHILDREN, MOTHERS, SENIORS AND INDIVIDUALS AND FAMILIES OF ALL TYPES, FROM BIRTH TO THE END OF LIFE. HOSPICE OF CENTRAL IOWA FOUNDATION, DBA EVERYSTEP FOUNDATION, PROVIDES SUPPORT FOR THE PROGRAMS OF EVERYSTEP.

    Expenses $13,563,016 · Grants $12,044 · Revenue $6,384,095

  • ADULT HEALTH SERVICES: THE PROMOTION OF HEALTH AND HEALTH-RELATED SERVICES, INCLUDING PALLIATIVE CARE, END OF LIFE CARE SERVICES, NURSE CASE MANAGEMENT SERVICES, AND HOME VISITING FOR ADULTS WITH CHRONIC AND ACUTE HEALTH ISSUES; A VOLUNTEER PROGRAM PROVIDING COMPANIONSHIP AND ASSISTANCE WITH TRANSPORTATION FOR ADULTS; AND PROVIDING HOME HEALTH AIDE ASSISTANCE. THE PROVISION OF THESE SERVICES UNDER EVERYSTEP AND EVERYSTEP FOUNDATION ARE ABLE TO COMBINE EXPERTISE AND RESOURCES TO OPERATE EFFICIENTLY, ALLOWING THEM THE ABILITY TO OFFER A STRONGER CONTINUUM OF CARE, FROM BIRTH TO END OF LIFE. TOGETHER, THE TWO ORGANIZATIONS ARE WELL-POSITIONED FOR LONG-TERM STABILITY AND STRENGTH IN THE FACE OF CURRENT ECONOMIC REALITIES

    Expenses $6,299,367 · Grants $8,021 · Revenue $6,330,611

  • FAMILY HEALTH SERVICES: FAMILY HEALTH SERVICES INCLUDE INTENSIVE CASE MANAGEMENT OF FAMILIES AT RISK FOR POOR OUTCOMES. SERVICES INCLUDE WORKING WITH PREGNANT TEENS TO ACHIEVE HEALTHY BIRTH OUTCOMES; NURSE FAMILY PARTNERSHIP WITH FIRST-TIME LOW-INCOME PREGNANT AND PARENTING WOMEN; HOME VISITING TO ASSESS HEALTH AND HUMAN SERVICE'S NEEDS; PROVIDING PARENT EDUCATION; MAKING APPROPRIATE COMMUNITY REFERRALS FOR SERVICES; COMPLETING DEVELOPMENTAL SCREENINGS AND PROVIDING APPROPRIATE FOLLOW-UP; ASSISTING WITH A READING PROGRAM FOR INCARCERATED PARENTS; PROVIDING AND ASSISTING FAMILIES IN COMPLETING HEALTHY BEHAVIORS (FAMILY NEST) AND GRIEF AND LOSS SUPPORT.

    Expenses $4,880,591 · Grants $6,214 · Revenue $5,300,046

  • MATERNAL AND CHILD HEALTH SERVICES:MATERNAL AND CHILD HEALTH SERVICES INCLUDE THE PROVISION OF SERVICES FOR WOMEN, INFANTS, CHILDREN AND FAMILIES FOCUSING ON HEALTH PROMOTION, DISEASE PREVENTION, THE REDUCTION OF INFANT MORTALITY ENHANCING SCHOOL READINESS PROMOTION OF SELF SUFFICIENCY AND ON THE PREVENTION OF CHILD ABUSE. ACTIVITIES INCLUDE HOME VISITING AND PARENT EDUCATION, DOULA SERVICES, PROVIDING DEVELOPMENTAL SCREENINGS AND APPROPRIATE FOLLOWUP ACCESS TO DENTAL SERVICES ACCESS TO A MEDICAL HOME REFERRALS TO SERVICES IN THE COMMUNITY CONNECTION TO EARLY ACCESS SERVICES ACROSS THE STATE OF IOWA ACCESS TO WRAPAROUND SERVICES FOR SEVERE EMOTIONALLY DISTURBED CHILDREN CONNECTION TO MENTAL HEALTH RESOURCES ASSISTING CHILD CARE PROVIDERS WITH THE QUALITY RATING SYSTEM COMPLETING IMMUNIZATION AUDITS ACCESS TO A HEALTHY BEHAVIORS PROGRAM (STORK'S NEST) AND PARTICIPATION IN A RESEARCH STUDY THAT EXAMINES THE EFFECTS OF ENVIRONMENTAL INFLUENCES ON THE HEALTH AND DEVELOPMENT OF CHILDREN. OCCUPATIONAL HEALTH SERVICES OCCUPATIONAL HEALTH SERVICES INCLUDE THE PROVISION OF FLU AND IMMUNIZATION CLINICS, BLOOD PRESSURE CLINICS, COMMUNITY WELLNESS CLINICS, HEALTH RISK ASSESSMENT ACTIVITIES, PROVISION OF PHYSICAL EXAMS, AND OTHER ACTIVITIES GEARED TOWARD WELLNESS PROMOTION AND ILLNESS PREVENTION.

    Expenses $3,064,557 · Grants $3,903 · Revenue $3,209,472

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

Listed in Part VII

  • Dave Bridgewater

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Phil Stover

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Steve Schaaf

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Lil Waters

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Brandon Foldes

    BOARD OF TRUSTEES CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kerry Adaway

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Pat Barry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Juan Carlos Cadenillas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ed Cox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Mike Gehringer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Mark Hasek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jon Lefrandt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Lindsay Racey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Judy Ralston-Hansen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Pam Schoffner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Coralynn Trewet

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Missy Walter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Katie Wengert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Tray Wade

    PRESIDENT & CEO

    Total calculated
    $366,828
    From this org
    $342,078
    From related orgs
    $0
    Other
    $24,750
    Hours/week
    40 + 6 related

    Schedule J breakdown matched by us

    Base
    $322,439
    Bonus
    $19,639
    Other
    $0
    Deferred
    $9,900
    Nontaxable benefits
    $14,850
    Filer's total
    $366,828

  • Lynn Michl

    CFO THRU JAN 2024

    Total calculated
    $218,716
    From this org
    $186,898
    From related orgs
    $0
    Other
    $31,818
    Hours/week
    40 + 6 related

    Schedule J breakdown matched by us

    Base
    $186,898
    Bonus
    $0
    Other
    $0
    Deferred
    $6,237
    Nontaxable benefits
    $25,581
    Filer's total
    $218,716

  • Thomas Mouser

    CHIEF MEDICAL OFFICER

    Total calculated
    $356,898
    From this org
    $315,083
    From related orgs
    $0
    Other
    $41,815
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,083
    Bonus
    $5,000
    Other
    $0
    Deferred
    $9,623
    Nontaxable benefits
    $32,192
    Filer's total
    $356,898

  • Julie Matternas

    EXECUTIVE DIRECTOR OF FOUNDATION

    Total calculated
    $150,963
    From this org
    $135,364
    From related orgs
    $0
    Other
    $15,599
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $112,101
    Bonus
    $23,263
    Other
    $0
    Deferred
    $4,091
    Nontaxable benefits
    $11,508
    Filer's total
    $150,963

  • Say Baccam

    FINANCE & ACCOUNTING DIRECTOR

    Total calculated
    $127,073
    From this org
    $122,408
    From related orgs
    $0
    Other
    $4,665
    Hours/week
    40

  • Erin Dykes

    VP OF CLINICAL SERVICES

    Total calculated
    $165,081
    From this org
    $128,523
    From related orgs
    $0
    Other
    $36,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,523
    Bonus
    $5,000
    Other
    $0
    Deferred
    $4,774
    Nontaxable benefits
    $31,784
    Filer's total
    $165,081

  • John Cejka

    RN

    Total calculated
    $125,775
    From this org
    $108,022
    From related orgs
    $0
    Other
    $17,753
    Hours/week
    40

  • Rose Stiles

    RN

    Total calculated
    $128,872
    From this org
    $117,649
    From related orgs
    $0
    Other
    $11,223
    Hours/week
    40

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 · Independent compensation consultant
  • 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.

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
2023
Filed
17 April 2025
IRS schema version
2023v6.0
Source object
202521229349301522

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.