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Nonprofiteer
← THE DUBUQUE VISITING NURSE ASSOCIATION

Form 990 for tax year 2024

Filed by THE DUBUQUE VISITING NURSE ASSOCIATION.

Totals

Total revenue
$3,801,572
Total expenses
$4,018,247
Contributions and grants received
$2,998,530
Grants paid
$86,879
Program service revenue
$817,124
Investment income
$555
Other revenue
-$14,637
Total assets, end of year
$4,454,524
Total liabilities, end of year
$1,933,404
Net assets or fund balances, end of year
$2,521,120
Program services expenses (Part IX)
$3,552,080
Management and general expenses
$466,167
Fundraising expenses
$0
Program service expenses (Part III)
$3,552,080

Program services were 88.4% 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)

    $2,762,018

  • 1f · All other contributions, gifts and grants

    $236,512

  • 2a · Program service revenue: HOME HEALTH-CARE SERVICE

    total $719,675 · related or exempt $719,675

  • 2b · Program service revenue: NET PATIENT REVENUE

    total $84,849 · related or exempt $84,849

  • 2c · Program service revenue: MGMT & SUPPORT SVCS

    total $12,600 · related or exempt $12,600

  • 3 · Investment income

    total $555 · excluded $555

  • 11a · Other revenue: MISCELLANEOUS

    total -$14,637 · related or exempt -$14,637

  • 11e · Other revenue, total

    -$14,637

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $86,879 · program services $86,879

  • 7 · Other salaries and wages

    total $2,633,921 · program services $2,399,307 · management and general $234,614

  • 8 · Pension plan contributions

    total $117,496 · program services $107,030 · management and general $10,466

  • 9 · Other employee benefits

    total $526,075 · program services $479,215 · management and general $46,860

  • 10 · Payroll taxes

    total $183,407 · program services $167,070 · management and general $16,337

  • 11f · Fees: investment management

    total $56 · management and general $56

  • 11g · Fees: other

    total $84,045 · program services $75,834 · management and general $8,211

  • 12 · Advertising and promotion

    total $32,133 · program services $32,133

  • 13 · Office expenses

    total $116,590 · program services $105,302 · management and general $11,288

  • 16 · Occupancy

    total $128,563 · program services $13,288 · management and general $115,275

  • 17 · Travel

    total $29,633 · program services $29,402 · management and general $231

  • 19 · Conferences, conventions and meetings

    total $10,309 · program services $10,309

  • 22 · Depreciation, depletion and amortization

    total $23,493 · program services $1,414 · management and general $22,079

  • 23 · Insurance

    total $7,212 · program services $7,212

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $23,409 · program services $22,909 · management and general $500

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $15,026 · program services $14,776 · management and general $250

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $480,180 · end of year $205,294

  • 4 · Accounts receivable

    beginning of year $35,437 · end of year $5,321

  • 7 · Other notes and loans receivable

    beginning of year $810,766 · end of year $1,007,141

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,800 · end of year $4,800

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

    $394,222

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

    $144,295

  • 10c · Land, buildings and equipment, net

    beginning of year $267,525 · end of year $249,927

  • 13 · Investments: program-related

    beginning of year $2,358,508 · end of year $2,505,661

  • 15 · Other assets

    beginning of year $514,854 · end of year $476,380

  • 17 · Accounts payable and accrued expenses

    beginning of year $400,456 · end of year $416,728

  • 25 · Other liabilities

    beginning of year $1,480,969 · end of year $1,516,676

  • 27 · Net assets without donor restrictions

    beginning of year $223,634 · end of year $7,210

  • 28 · Net assets with donor restrictions

    beginning of year $2,367,011 · end of year $2,513,910

Mission and programs · 2024

Mission

THE VISITING NURSE ASSOCIATION EXISTS TO PROMOTE AND IMPROVE THE HEALTH, WELLNESS, AND SAFETY OF INDIVIDUALS AND COMMUNITIES THROUGH PROVISION OF COMPREHENSIVE, HOME, AND COMMUNITY BASED INITIATIVES AND SERVICES.

Activities or mission (Part I)

PROMOTE AND IMPROVE THE HEALTH, WELLNESS, AND SAFETY OF INDIVIDUALS AND COMMUNITIES.

  • HOME HEALTH-CARE SERVICESTHE DUBUQUE VISITING NURSE ASSOCIATION (VNA) PROVIDES NON-CERTIFIED, IN-HOME HEALTH SERVICES FOR CHRONICALLY ILL RESIDENTS OF DUBUQUE COUNTY. IT ALSO PROVIDES CHILD HEALTH SERVICES FOR FAMILIES IN NEED WITH THE INTENT TO IMPROVE THE COMMUNITY'S OVERALL HEALTH AND ACCESS TO CARE. THE CLAYTON COUNTY VNA PROVIDES MEDICARE-CERTIFIED HOME CARE AS WELL AS PUBLIC HEALTH SERVICES. IN BOTH DUBUQUE AND CLAYTON COUNTY VNA OFFICES THE HIGHEST PRIORITY IS GIVEN TO LOW-INCOME INDIVIDUALS BUT SERVICES ARE AVAILABLE TO ALL RESIDENTS. ALL SERVICES ARE PROVIDED REGARDLESS OF AN INDIVIDUAL'S RACE, CREED, SEX, NATIONALITY, HANDICAP, AGE OR ABILITY TO COMPENSATE FOR SERVICES RENDERED. IN-HOME HEALTHCARE SERVICES PROVIDED MAY INCLUDE, BUT ARE NOT LIMITED TO, CASE MANAGEMENT, CERTIFIED NURSING (CLAYTON COUNTY OFFICE ONLY), CHILD HEALTH CASE MANAGEMENT, WIC CLINICS, HEALTH MAINTENANCE VISITS, INFUSION SERVICES (CLAYTON COUNTY OFFICE ONLY), IMMUNIZATION CLINICS, NURSING CARE, PARENTING SUPPORT, AND OTHER SUPPORT SERVICES FOR HIGH-RISK NEW PARENTS AND NEWBORNS, SENIOR CITIZENS, DISABLED, ILL, HANDICAPPED AND TERMINALLY ILL PEOPLE IN THE DUBUQUE AND CLAYTON COUNTY COMMUNITY. SERVICES MAY BE PROVIDED ON A ONE-TIME, INTERMITTENT, PART-TIME OR LONG-TERM BASIS. SOME OF THE PROGRAMS TO NOTE WERE WIC, ORAL HEALTH SCREENING, FLUORIDE VARNISH TREATMENTS, CHILD HEALTH, PARENT EDUCATION, IMMUNIZATION CLINICS, FOOT CARE CLINICS, TB PREVENTIVE THERAPY AND BREAST AND CERVICAL CANCER.

    Expenses $2,367,831 · Grants $86,879 · Revenue $802,487

  • COMMUNITY BENEFITOTHER COMMUNITY BENEFITS: THE VNA PROVIDES SEVERAL OTHER BENEFITS THAT ASSIST THE COMMUNITY. PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, COMMUNITY HEALTH IMPROVEMENT SERVICES AND COMMUNITY BENEFIT OPERATIONS SUCH AS PREVENTION AND HEALTH SCREENINGS; SUBSIDIZED PUBLIC HEALTH SERVICES INCLUDING COUNTY EMERGENCY PREPAREDNESS WORK AND COMMUNICABLE DISEASE INVESTIGATION; AND CASH AND IN-KIND CONTRIBUTIONS TO COMMUNITY GROUPS. THE VNA COLLABORATES WITH BOTH MERCY AND FINLEY HOSPITALS, CHURCHES, SCHOOLS, CRESCENT COMMUNITY HEALTH CENTER, MEDICAL AND DENTAL PROVIDERS, DAYCARE CARE CENTERS, CHAMBERS OF COMMERCE, DUBUQUE COUNTY EMPOWERMENT, DEPT OF HUMAN SERVICES, AND DUBUQUE AND CLAYTON COUNTY BOARDS OF HEALTH AND SUPERVISORS TO IMPROVE COMMUNITY HEALTH AND EXPAND ACCESS TO HEALTH CARE. DUBUQUE AND CLAYTON COUNTY VNA HAS DEDICATED STAFF TO ASSIST COMMUNITY BENEFIT EFFORTS. TOTAL OTHER BENEFITS REPORTED VALUE: $1,409,202.

    Expenses $1,184,249

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

Listed in Part VII

  • Shea Chapin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Susan Davison

    BOARD SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Havens

    BOARD MEMBER & MARKET PRES

    Total calculated
    $467,361
    From this org
    $0
    From related orgs
    $395,490
    Other
    $71,871
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $292,533 related
    Bonus
    $0 + $76,106 related
    Other
    $0 + $26,851 related
    Deferred
    $0 + $45,000 related
    Nontaxable benefits
    $0 + $26,871 related
    Filer's total
    $0 + $467,361 related

  • Kim Hilby To 324

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrice Lambert

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kari Lammer

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Michael McTague

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carol Cross

    MARKET VP FINANCE

    Total calculated
    $344,043
    From this org
    $0
    From related orgs
    $304,725
    Other
    $39,318
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,871 related
    Bonus
    $0 + $72,779 related
    Other
    $0 + $6,075 related
    Deferred
    $0 + $15,169 related
    Nontaxable benefits
    $0 + $24,149 related
    Filer's total
    $0 + $344,043 related

  • Mary Peters To 324

    MARKET CHIEF NURSING OFFICER

    Total calculated
    $217,507
    From this org
    $0
    From related orgs
    $206,968
    Other
    $10,539
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $25,720 related
    Bonus
    $0
    Other
    $0 + $181,248 related
    Deferred
    $0 + $1,317 related
    Nontaxable benefits
    $0 + $9,222 related
    Filer's total
    $0 + $217,507 related

  • Stacey Killian

    DIRECTOR DVNA

    Total calculated
    $145,822
    From this org
    $107,301
    From related orgs
    $0
    Other
    $38,521
    Hours/week
    40

  • Chad Wolbers To 823

    BOARD MEMBER & PRES/CEO

    Total calculated
    $378,513
    From this org
    $0
    From related orgs
    $352,455
    Other
    $26,058
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $352,455 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,058 related
    Filer's total
    $0 + $378,513 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
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, LINES 4A-B
SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: MARY PETERS $180,678 & CHAD WOLBERS $352,455. NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JENNIFER HAVENS $29,840.
SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION
THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958.

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.

  • ADVANCED IMAGING CENTER LLC

    DIAGNOSTIC RADIOLOGY CENTER · IA · general or managing partner

  • ANKENY MEDICAL PARK SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • CENTRAL IOWA PHYSIO LLC

    PHYSICAL THERAPY SERVICES · IA · general or managing partner

  • DUBUQUE ENDOSCOPY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • EASTERN IOWA SLEEP SUPPLY LLC

    MEDICAL EQUIPMENT RETAIL SALES · IA · general or managing partner

  • HEALTH CARE AFFILIATES OF THE TRI-STATES LLC

    PROVIDE ACCESS TO LICENSED SOFTWARE · IA · general or managing partner

  • IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC

    OUTPATIENT DIAGNOSTIC IMAGING · IA · general or managing partner

  • IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

    GROUP PURCHASING · IA · general or managing partner

  • LAKEVIEW SURGERY CENTER LC

    SURGERY CENTER · IA · general or managing partner

  • MR ASSOCIATES LLP

    OWN AND OPERATE MR UNIT · IA · general or managing partner

  • ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC

    AMBULATORY SURGERY CENTER. · IA · general or managing partner

  • UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • UPHT-SCA HOLDINGS LLC

    AMBULATORY SURGERY CENTER INVESTMENT · DE

  • WEST LAKES SLEEP CENTER LLC

    SLEEP DISORDER DIAGNOSTIC TESTING FACILITY · IA · general or managing partner

Related corporations and trusts

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

  • ABBE MANAGEMENT CORPORATION

    C · MANAGEMENT SERVICES · IA

  • BROADBAND INC

    C · INFORMATION TECHNOLOGY MGMT. · IA

  • DELHI POINT CONDO ASSOCIATION

    C · REAL ESTATE MANAGEMENT · IA

  • HCP CORPORATION

    C · REAL ESTATE RENTAL · WI

  • HANSEN CHARITABLE REMAINDER ANNUITY TRUST

    T · INVESTMENT · IA

  • HANSEN CHARITABLE REMAINDER UNITRUST

    T · INVESTMENT · IA

  • HEALTH ADVANTAGE PLUS INC

    C · PHYSICAL THERAPY · IA

  • HNC SERVICES

    C · FIBER OPTIC NETWORK SERVICES · IA

  • MEDIMORE INC

    C · MANAGED CARE · IA

  • MERITER HEALTH ENTERPRISES INC

    C · MANAGEMENT SERVICES · WI

  • MERITER MANAGEMENT SERVICES INC

    C · ADMINISTRATIVE SERVICES · WI

  • PRECEDENCE INC

    C · MANAGED MENTAL CARE · IA

  • STL HEALTH RESOURCES CO

    C · PHYSICIAN OFFICE RENTAL · IA

  • TRINITY HEALTH ENTERPRISES INC

    C · RETAIL PHARMACY · IL

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202523179349307517

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