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← VISITING NURSE ASSOCIATION OF INDIANA COUNTY

Form 990 for tax year 2024

Filed by VISITING NURSE ASSOCIATION OF INDIANA COUNTY.

Totals

Total revenue
$8,509,283
Total expenses
$7,274,584
Contributions and grants received
$149,922
Grants paid
$300
Program service revenue
$8,300,145
Investment income
$59,216
Other revenue
$0
Total assets, end of year
$3,923,959
Total liabilities, end of year
$1,065,502
Net assets or fund balances, end of year
$2,858,457
Program services expenses (Part IX)
$5,389,194
Management and general expenses
$1,871,327
Fundraising expenses
$14,063
Program service expenses (Part III)
$5,389,194

Program services were 74.1% 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

    $8,669

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $1,215

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $140,038

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Home Care Patient Service Revenue

    total $6,156,610 · related or exempt $6,156,610 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Hospice Patient Service Revenue

    total $2,125,908 · related or exempt $2,125,908 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Bereavement Care

    total $23,029 · related or exempt $23,029 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Benevolent Care

    total -$5,402 · related or exempt -$5,402 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $59,726 · related or exempt $59,726 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

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

  • 5 · Royalties

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

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

    securities $0 · other assets $510

  • 7c · Gain or loss

    securities $0 · other assets -$510

  • 7d · Net gain or loss

    total -$510 · related or exempt -$510 · unrelated business $0 · excluded $0

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

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $300 · program services $300

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

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

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $3,562,150 · program services $3,139,620 · management and general $413,733 · fundraising $8,797

  • 8 · Pension plan contributions

    total $123,974 · program services $107,857 · management and general $15,720 · fundraising $397

  • 9 · Other employee benefits

    total $581,508 · program services $519,380 · management and general $61,645 · fundraising $483

  • 10 · Payroll taxes

    total $299,928 · program services $262,464 · management and general $36,746 · fundraising $718

  • 11a · Fees: management

    total $292,855 · program services $0 · management and general $292,855 · fundraising $0

  • 11b · Fees: legal

    total $5,247 · program services $0 · management and general $5,247 · fundraising $0

  • 11c · Fees: accounting

    total $228,319 · program services $0 · management and general $228,319 · fundraising $0

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

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

  • 11g · Fees: other

    total $677,587 · program services $182,748 · management and general $494,839 · fundraising $0

  • 12 · Advertising and promotion

    total $21,131 · program services $3,841 · management and general $17,290 · fundraising $0

  • 13 · Office expenses

    total $193,526 · program services $54,321 · management and general $139,205 · fundraising $0

  • 14 · Information technology

    total $149,840 · program services $97,612 · management and general $52,099 · fundraising $129

  • 15 · Royalties

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

  • 16 · Occupancy

    total $140,690 · program services $124,004 · management and general $16,334 · fundraising $352

  • 17 · Travel

    total $265,042 · program services $263,463 · management and general $1,579 · fundraising $0

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

    total $4,392 · program services $2,565 · management and general $1,827 · fundraising $0

  • 20 · Interest

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

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $48,799 · program services $43,011 · management and general $5,666 · fundraising $122

  • 23 · Insurance

    total $48,062 · program services $42,362 · management and general $5,580 · fundraising $120

  • 24a · Other expenses: Pharmacy & Medical Supplies

    total $480,653 · program services $480,653 · management and general $0 · fundraising $0

  • 24b · Other expenses: Other Supplies

    total $57,244 · program services $6,472 · management and general $47,827 · fundraising $2,945

  • 24c · Other expenses: Equipment Rental

    total $27,001 · program services $27,001 · management and general $0 · fundraising $0

  • 24d · Other expenses: Recruitment

    total $18,577 · program services $14,778 · management and general $3,799 · fundraising $0

  • 24e · All other expenses

    total $47,759 · program services $16,742 · management and general $31,017 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $515,299 · end of year $237,463

  • 2 · Savings and temporary cash investments

    end of year $1,425,574

  • 4 · Accounts receivable

    beginning of year $1,138,357 · end of year $1,133,551

  • 9 · Prepaid expenses and deferred charges

    beginning of year $65,524 · end of year $60,629

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

    $400,259

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

    $274,863

  • 10c · Land, buildings and equipment, net

    beginning of year $110,124 · end of year $125,396

  • 11 · Investments: publicly traded securities

    beginning of year $55,743 · end of year $85,358

  • 14 · Intangible assets

    beginning of year $400,000 · end of year $400,000

  • 15 · Other assets

    beginning of year $1,566,414 · end of year $455,988

  • 17 · Accounts payable and accrued expenses

    beginning of year $488,351 · end of year $449,558

  • 19 · Deferred revenue

    beginning of year $137,511 · end of year $150,796

  • 25 · Other liabilities

    beginning of year $617,637 · end of year $465,148

  • 27 · Net assets without donor restrictions

    beginning of year $2,553,462 · end of year $2,815,851

  • 28 · Net assets with donor restrictions

    beginning of year $54,500 · end of year $42,606

Mission and programs · 2024

Mission

The mission of the Visiting Nurse Association of Indiana County is to provide the full range of compassionate, high quality, cost-effective services needed to support those we serve in their homes and communities. The intention is to provide these services on the basis of need, as resources permit. For fiscal year ending 06/30/2025, a total of $5,402 in services was rendered as benevolent care.

Activities or mission (Part I)

Families in Indiana County have been certain that they can depend on the Visiting Nurse Association of Indiana County to assist them at home after a hospitalization or nursing home stay, when an illness or injury occurs, or as they face the challenges at end of life through high-quality hospice care.

  • The Visiting Nurse Association of Indiana County dba Concordia-IRMC VNA provides compassionate home health, hospice and palliative care as an integral part of the continuum of care for persons in and around Indiana County. The program service accomplishments of Concordia-IRMC VNA are driven by the core mission to provide a comprehensive program for the residents of Indiana, Armstrong, Jefferson, Westmoreland, and Cambria counties. The agency strives to succeed with an aging-in-place philosophy by providing a wide breadth of services in the home, preventing rehospitalization, enhancing home safety and monitoring chronic disease states. The agency also works to provide the highest quality care to anyone in need, regardless of ability to pay. During the fiscal year ending June 30, 2025 a total of 2,013 unduplicated patients were served by Concordia-IRMC VNA home health staff. There were 45,206 visits made to the patients in our home health program during fiscal year ending June 30, 2025. Concordia-IRMC VNA also offers palliative care services in the home. We utilize an interdisciplinary medical caregiving approach aimed at optimizing quality of life and mitigating suffering among people with serious illness. The goal is to provide the care to the patient as well as the family as they journey towards a possible hospice plan of care. Examples of our initiatives include telehealth/telemedicine. Concordia-IRMC VNA provides tele-health monitoring free of charge to patients with chronic diseases. Tele-Health monitoring is a non-billable service that costs the agency $27,000 annually. Tele-Health has been utilized over the past year to provide additional monitoring of patient vital sign trending, monitoring and tracking patients with comorbidities. Concordia-IRMC VNA employs a Transitional Nurse Liaison who serves the community by assisting discharge planners assess the patients' needs to obtain appropriate orders for the plan of care. This position also attends community gatherings to discuss programs and events sponsored by Concordia-IRMC VNA. The goal is to reach as many people as possible in the community to promote wellness and teach prevention. Flu Shots were provided at the community Flu Clinics held at various sites. Concordia-IRMC VNA spent a total of $6,699 on flu vaccines that were given to patients and families. Total cost to the agency for sponsorships and donations for fiscal year ended June 30, 2025 equated to $550. This includes a sponsorship to the Indiana Area School District: $250 for Back to School Missions Drive and a donation to the Armstrong School District: $300 for the National Honor Society and Key Club Veterans Breakfast. Additional funding via distributions to 501(c)(3) member hospital systems at a total of $1,000,000 have expanded the like-minded mission within the geographical communities we serve. Employees of Concordia-IRMC VNA were given the opportunity to serve by participating in the following mission events during the fiscal year. Back-to-School Collection Drive to support student care closet needs within the local Indiana Area School District: July-August 2024. Salvation Army Indiana County Angel Tree Collection-employees purchased gifts for 10 children to support local families in need of Christmas gifts: Nov-Dec 2024. These donations, sponsorships and mission events are some of the ways we serve God by providing for the needs of His people.

    Expenses $3,880,220 · Grants $216 · Revenue $6,196,827

  • The Visiting Nurse Association of Indiana County dba VNA Family Hospice's primary focus is helping individuals to live peacefully, positively, and as fully as possible through caring, not curing. Hospice is not a place, but a concept for healthcare delivery. It focuses on creating a natural and comfortable end-of-life experience for those dealing with a life-limiting illness, all in the comfort of their own home. Whether the goal is relief from pain, desire to experience a meaningful event such as a wedding, the birth of a child, a birthday, resolving unfinished business, or is simply the hope for a restful night sleep, the team at VNA Family Hospice can provide an array of supportive services. These include, but are not limited to: nursing and related services, personal care counseling, companionship, spiritual services and bereavement care. Hospice program patients and bereavement families received services and were provided with 9,214 visits. In addition, hospice volunteers provided 630 recorded hours of service - with a dollar value of $17,152 - to program recipients, including support to the family of the hospice patient.

    Expenses $1,462,901 · Grants $84 · Revenue $2,139,505

  • The VNA Family Hospice provides bereavement counseling and grief support groups to members of the community grieving the loss of a loved one or friend at no charge. Also, a summer newsletter and bereavement mailings were sent offering spiritual support, coping techniques and education to hospice family members. The 15th annual Concordia-IRMC VNA Butterfly Release was held in person and as well as a modified drive through style format on August 4, 2024 at Mack Park, Indiana, PA. This memorial event was open to anyone who wanted to honor and celebrate the memory of their loved ones, whether or not they were on services with VNA Family Hospice or Concordia-IRMC VNA Home Health. 475 butterflies were sold for a donation to the Hospice for families to pick up and release at home or participate in a group release at Mack Park following a short dedication and memorial service. Concordia-IRMC VNA and VNA Family Hospice also continue to offer community grief support to children in need through the Hopeful Hearts program. The mission is to raise awareness of the needs of grieving children and provide programs to address those individuals in need. This was accomplished through a variety of in person group sessions as well as newly initiated school-based programs and collaboration. During fiscal year July 1, 2024 to June 30, 2025, Hopeful Hearts served a collective of 5 families encompassing 9 children and 6 adults in need. The program is funded through support from Concordia-IRMC VNA and VNA Family Hospice as well as through grants and donations received.

    Expenses $46,073 · Revenue $23,029

As filed on the 2024 return.

Listed in Part VII

  • Martin Trettel - see Schedule O

    Board Chair

    Total calculated
    $392,169
    From this org
    $0
    From related orgs
    $363,657
    Other
    $28,512
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,658 related
    Bonus
    $0 + $32,650 related
    Other
    $0 + $30,349 related
    Deferred
    $0 + $20,652 related
    Nontaxable benefits
    $0 + $7,860 related
    Filer's total
    $0 + $392,169 related

  • Tammy Young - see Schedule O

    Board Member/Secretary/Treasurer

    Total calculated
    $274,253
    From this org
    $0
    From related orgs
    $258,832
    Other
    $15,421
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,813 related
    Bonus
    $0 + $11,750 related
    Other
    $0 + $17,269 related
    Deferred
    $0 + $15,128 related
    Nontaxable benefits
    $0 + $293 related
    Filer's total
    $0 + $274,253 related

  • Misty Ingram - see Schedule O

    Board Member/President

    Total calculated
    $191,549
    From this org
    $0
    From related orgs
    $167,705
    Other
    $23,844
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,055 related
    Bonus
    $0 + $4,650 related
    Other
    $0
    Deferred
    $0 + $11,452 related
    Nontaxable benefits
    $0 + $12,392 related
    Filer's total
    $0 + $191,549 related

  • Mena Louies - see Schedule O

    Board Member until Dec 2024

    Total calculated
    $144,438
    From this org
    $0
    From related orgs
    $127,195
    Other
    $17,243
    Hours/week
    1 + 44 related

  • Elizabeth Coe - see Schedule O

    Board Member

    Total calculated
    $139,807
    From this org
    $0
    From related orgs
    $123,488
    Other
    $16,319
    Hours/week
    1 + 44 related

  • Nancy Frieze

    Physical Therapist

    Total calculated
    $138,004
    From this org
    $130,450
    From related orgs
    $0
    Other
    $7,554
    Hours/week
    40

  • Karen McCreary - see Schedule O

    Board Member as of Jan 2025

    Total calculated
    $132,542
    From this org
    $0
    From related orgs
    $124,220
    Other
    $8,322
    Hours/week
    1 + 44 related

  • William Bellas

    Executive Director

    Total calculated
    $123,651
    From this org
    $0
    From related orgs
    $116,096
    Other
    $7,555
    Hours/week
    45

  • Jim Kinneer

    Board Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Mark Volovic

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dawn Funk

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Michael Ickowski

    Board Member

    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

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

Schedule J, Part I
All board members of Visiting Nurse Association of Indiana County serve on a purely volunteer basis. Any compensation to a board member by a related organization, reported on Part VII and Schedule J, is for his/her service as an employee of that organization and not for his/her service as a board member.
Schedule J, Part I, Line 3
On an annual basis, personnel committee does a study of wages using various data sources including Guidestar website data, an annual health care compensation data book purchased from the National Association of Home Care and Hospice organization, and PA Wage information from the PA Labor & Industry website. The committee presents their findings and recommendations to the board. The Executive Director was reviewed during the fiscal year associated with this return.
Schedule J, Part I, Line 4
Visiting Nurse Association of Indiana County participates in a non-qualified 457 deferred compensation plan for certain highly compensated employees. The Concordia Lutheran Ministries (EIN 20-5138278) Board of Directors and CEO approve all participants who are enrolled in the plan. Contributions are deferred and will fully vest in five years. Once disbursed, contributions will appear in Box 5 of the participant's W-2. In the calendar year 2024 the following participants were enrolled in the plan: Martin Trettel, Tammy Young, Misty Ingram and Elizabeth Coe.

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.

  • Providence Pharmacy Services

    Related · Provides institutional pharmacy services and consulting as the limited partnership · PA · 0% owned

    Directly controlled by Concordia Providence LLC

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2026
IRS schema version
2024v5.0
Source object
202611279349302396

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