Skip to content
Nonprofiteer
← VISITING NURSE ASSOCIATION HEALTH GROUP INC

Form 990 for tax year 2022

Filed by VISITING NURSE ASSOCIATION HEALTH GROUP INC.

Totals

Total revenue
$47,308,669
Total expenses
$44,537,721
Contributions and grants received
$5,717,184
Grants paid
$0
Program service revenue
$37,243,573
Investment income
$100
Other revenue
$4,347,812
Total assets, end of year
$56,578,230
Total liabilities, end of year
$30,501,766
Net assets or fund balances, end of year
$26,076,464
Program services expenses (Part IX)
$0
Management and general expenses
$43,301,726
Fundraising expenses
$1,235,995
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.

  • 1c · Fundraising events

    $151,226

  • 1e · Government grants (contributions)

    $654,850

  • 1f · All other contributions, gifts and grants

    $4,911,108

  • 1g · Noncash contributions included above

    $59,239

  • 2a · Program service revenue: MANAGEMENT FEE INCOME

    total $37,243,573 · related or exempt $37,243,573

  • 3 · Investment income

    total $100 · excluded $100

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $874,057

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

    $151,226

  • 8b · Fundraising events: direct expenses

    $413,717

  • 8c · Net income from fundraising events

    total $460,340

  • 9a · Gaming: gross income

    $132,500

  • 9b · Gaming: direct expenses

    $63,004

  • 9c · Net income from gaming

    total $69,496

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: GAIN ON INVESTMENT IN JT VENTURES

    total $3,817,976 · related or exempt $3,817,976

  • 11e · Other revenue, total

    $3,817,976

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,249,121 · management and general $2,249,121

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $20,044,295 · management and general $19,703,104 · fundraising $341,191

  • 8 · Pension plan contributions

    total $889,811 · management and general $889,811

  • 9 · Other employee benefits

    total $2,449,196 · management and general $2,364,524 · fundraising $84,672

  • 10 · Payroll taxes

    total $1,695,209 · management and general $1,695,209

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $634,156 · management and general $634,156

  • 11c · Fees: accounting

    total $133,658 · management and general $133,658

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $2,601,653 · management and general $2,512,891 · fundraising $88,762

  • 12 · Advertising and promotion

    total $675,457 · management and general $668,162 · fundraising $7,295

  • 13 · Office expenses

    total $1,113,388 · management and general $1,072,237 · fundraising $41,151

  • 14 · Information technology

    total $3,969,876 · management and general $3,923,695 · fundraising $46,181

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,085,041 · management and general $1,000,925 · fundraising $84,116

  • 17 · Travel

    total $100,025 · management and general $91,236 · fundraising $8,789

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $487,940 · management and general $466,803 · fundraising $21,137

  • 20 · Interest

    total $332,235 · management and general $332,235

  • 21 · Payments to affiliates

    total $552,764 · management and general $552,764

  • 22 · Depreciation, depletion and amortization

    total $462,579 · management and general $462,579

  • 23 · Insurance

    total $467,053 · management and general $448,791 · fundraising $18,262

  • 24a · Other expenses: COMMUNITY AWARENESS

    total $144,965 · management and general $132,388 · fundraising $12,577

  • 24b · Other expenses: DUES

    total $352,842 · management and general $339,151 · fundraising $13,691

  • 24c · Other expenses: OFFICE TEMPS

    total $1,569 · management and general $1,569

  • 24d · Other expenses: RECRUITMENT

    total $536,100 · management and general $536,100

  • 24e · All other expenses

    total $3,558,788 · management and general $3,090,617 · fundraising $468,171

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $143,875 · end of year $1,034,876

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $78,185

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,302,923 · end of year $8,039,774

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

    $12,528,554

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

    $11,698,004

  • 10c · Land, buildings and equipment, net

    beginning of year $914,669 · end of year $830,550

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $27,860,863 · end of year $29,041,101

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $3,188,000 · end of year $0

  • 15 · Other assets

    beginning of year $7,536,463 · end of year $17,553,744

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,083,702 · end of year $11,612,031

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    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

  • 23 · Secured mortgages and notes payable

    beginning of year $8,010,353 · end of year $10,482,181

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $8,416,232 · end of year $8,407,554

  • 27 · Net assets without donor restrictions

    beginning of year $20,436,506 · end of year $26,076,464

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

VISITING NURSE ASSOCIATION HEALTH GROUP IS AN ORGANIZATION DEDICATED TO HELPING INDIVIDUALS AND FAMILIES IN ACHIEVING THEIR BEST LEVEL OF WELL-BEING BY PROVIDING COMPASSIONATE, COORDINATED, AND INNOVATIVE CARE IN THEIR HOMES AND COMMUNITIES.

Activities or mission (Part I)

ESTABLISHED TO OVERSEE THE ACTIVITES OF THE ORGANIZATIONS UNDER ITS CONTROL WHICH PROVIDE HOME HEALTH, HOSPICE & COMMUNITY BASED SERVICES TO RESIDENTS IN ITS COMMUNITIES.

  • VISITING NURSE ASSOCIATION HEALTH GROUP, INC. PROVIDES MANAGEMENT, ADMINISTRATIVE AND SUPPORT SERVICES TO ITS AFFILIATED ORGANIZATIONS. THE AFFILIATED ORGANIZATIONS PROVIDE A FULL CONTINUUM OF COMMUNITY-BASED SERVICES TO PATIENTS IN THEIR HOMES AND OTHER SETTINGS THROUGH THEIR HOME CARE AND HOSPICE PROGRAMS UTILIZING A MULTI-DISCIPLINARY TEAM OF CAREGIVERS. THE ORGANIZATION AND ITS AFFILIATES REMAIN DEDICATED TO HELPING INDIVIDUALS AND FAMILIES IN ACHIEVING THEIR BEST LEVEL OF WELL-BEING AND PROVIDED MULTIPLE PROGRAMS TO UNINSURED, UNDERINSURED AND DISENFRANCHISED PATIENTS AT VARIOUS LOCATIONS IN THE COMMUNITIES SERVED. DURING 2022, APPROXIMATELY 877,000 VISITS WERE PROVIDED TO OVER 44,000 INDIVIDUALS WHO RECEIVED HOME HEALTH CARE, HOSPICE SERVICES, AND OTHER HEALTHCARE SERVICES FROM ITS AFFILIATED ENTITIES. Our innovative, programmatic Institutes focus on three critical cores of VNA Health Group: health of children and their families; coordination of care enhanced by technology; and care for patients with serious, chronic and end-stage illness. Each institute has an expert thought leader and is providing enhanced access, care and services for patients, their families and our communities. Our Advanced Care Institute helps patients with late-stage, chronic illnesses stay at home comfortably with support from family, a visiting physician, and A palliative care team. Our goal is to educate clinicians, communities, patients and their families on best practices in chronic disease and palliative and hospice care. Within the Children and Family Health Institute are three centers focused on helping children and families achieve their highest level of health from pre-natal to adult: the Center for Early Childhood Development and Family Support; the Center for Primary Care and Public Health; and the Center for Pediatric Home Care. The Connected Health Institute spearheads mobile and digital initiatives to improve patient outcomes. With more than 1,500 clinicians, VNA Health Group and its affiliates have the unique opportunity to become a nationally recognized leader in researching, developing, and testing technologies that improve patient care. SIGNIFICANT changes are underway in health care including a dramatic increase in the older adult population, a national movement to contain health costs and expansion in mobile and digital health technologies. VNA Health Group is taking bold steps to reimagine how IT can address these challenges, secure ITS future and improve care for PATIENTS, including the most frail and vulnerable. Our unique organizational structure features Joint Venture Partnerships with RWJBarnabas Health, Englewood Hospital and Medical Center, Cleveland Clinic for Home Health, Hospice and Palliative Care Services, Parker Home and Community Based Services, and the MetroHealth System as well as acquisitions of organizations aligned with VNA's mission.

    Revenue $41,061,549

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • STEVEN H LANDERS MD MPH

    PRESIDENT/CEO

    Total calculated
    $1,167,209
    From this org
    $975,822
    From related orgs
    $0
    Other
    $191,387
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $775,822
    Bonus
    $200,000
    Other
    $0
    Deferred
    $166,128
    Nontaxable benefits
    $25,259
    Filer's total
    $1,167,209

  • PETER GAYLORD MBA

    ASSISTANT TREASURER/CFO/COO

    Total calculated
    $658,084
    From this org
    $573,077
    From related orgs
    $0
    Other
    $85,007
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $478,077
    Bonus
    $95,000
    Other
    $0
    Deferred
    $63,745
    Nontaxable benefits
    $21,262
    Filer's total
    $658,084

  • JOHN CHIAPPINELLI ESQ

    ASST SEC/CHIEF - LEGAL AFFAIRS

    Total calculated
    $423,828
    From this org
    $367,545
    From related orgs
    $0
    Other
    $56,283
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $320,045
    Bonus
    $47,500
    Other
    $0
    Deferred
    $44,622
    Nontaxable benefits
    $11,661
    Filer's total
    $423,828

  • BETTYANNE ROSA

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $392,449
    From this org
    $336,427
    From related orgs
    $0
    Other
    $56,022
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $276,427
    Bonus
    $60,000
    Other
    $0
    Deferred
    $40,302
    Nontaxable benefits
    $15,720
    Filer's total
    $392,449

  • BRIDGET A MURPHY

    CHIEF PHILANTHROPY OFFICER

    Total calculated
    $322,758
    From this org
    $296,293
    From related orgs
    $0
    Other
    $26,465
    Hours/week
    15 + 40 related

    Schedule J breakdown matched by us

    Base
    $236,293
    Bonus
    $60,000
    Other
    $0
    Deferred
    $8,546
    Nontaxable benefits
    $17,919
    Filer's total
    $322,758

  • KEVIN G ROGERS

    SVP BUSINESS IMPROVEMENT

    Total calculated
    $301,659
    From this org
    $290,199
    From related orgs
    $0
    Other
    $11,460
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $250,199
    Bonus
    $40,000
    Other
    $0
    Deferred
    $9,805
    Nontaxable benefits
    $1,655
    Filer's total
    $301,659

  • ROBERT J ROSATI

    VP Q&R & CHAIR OF CHI

    Total calculated
    $280,069
    From this org
    $255,531
    From related orgs
    $0
    Other
    $24,538
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $220,531
    Bonus
    $35,000
    Other
    $0
    Deferred
    $9,094
    Nontaxable benefits
    $15,444
    Filer's total
    $280,069

  • KARYN B HOLLEY

    CCO & CLIN RISK MGMT OFFICER

    Total calculated
    $241,973
    From this org
    $233,854
    From related orgs
    $0
    Other
    $8,119
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $206,854
    Bonus
    $27,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,119
    Filer's total
    $241,973

  • PATRICK J MCMENAMIN

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • ROBERT DIBBLE

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • DEBORAH DOCS ESQ

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • RONALD KLEIN

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • BILL ARNOLD MHA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH BERARDO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRISTOPHER BERNARD CFA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSHUA BERSHAD MD MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THOMAS BIGA FACHE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANA BLANK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PATRICK BOYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WENDY C BUDIN PHD RN-BC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RICHARD CALDWELL CPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MINNIE CAMPBELL DNSc MED

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STEPHEN DEFEO ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • FRED DEGRANDIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LISA DOCS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN DOLL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JILL DRUMMOND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LISA LAIRD DUNN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CAROL SILVER ELLIOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JANICE BARRY FANNAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELI FELDMAN MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MEG FISHER MD FAAP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANTHONY GHEE LLM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BRIAN GRIFFIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAMELA GUBITOSI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES HICKEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALINE HOLMES RN MSN DNP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH IANTOSCA CRISC CDPSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JESSICA ISRAEL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BONNIE FEATHERSTONE JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KATHY JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NANCY KEGELMAN EdD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KENNY KING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • EILEEN LUBY ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JANET MAHONEY PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ANN MARIE MAURO PHD RN CNL CNE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KERRY O'BRIEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NEAL ORISTANO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PATTY OSTASZEWSKI MS BSN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL PIETROWICZ MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARIA POLANSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHRIS PUCILLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THOMAS SCOTT FACHE FABC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NIKIE SOURLIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LYNN SPECTOR LCSW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARYAM SPECTOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JASON SPIRO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALFRED TALLIA MD MPH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • VINCENT TIZZIO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • LOUIS URBAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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 committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
STEVEN H. LANDERS, MD, MPH; PETER GAYLORD, MBA; AND JOHN CHIAPPINELLI, ESQ, OFFICERS, AS WELL AS BETTYANNE ROSA, HIGHLY COMPENSATED EMPLOYEE, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE AMOUNTS BELOW WERE ACCRUED DURING THE YEAR, NOT INCLUDED IN THE 2022 FORM W-2 AND ARE REPORTED IN PART II AS DEFERRED COMPENSATION. STEVEN H. LANDERS, MD, MPH $154,265 PETER GAYLORD, MBA $49,899 JOHN CHIAPPINELLI, ESQ $32,855 BETTYANNE ROSA $29,335
PART I, LINE 7
members of the organization's SENIOR MANAGEMENT ARE ELIGIBLE FOR a management incentive performance (MIP) salary adjustment. THE MIP is RECOMMENDED BY THE ORGANIZATION'S COMPENSATION COMMITTEE AND APPROVED BY THE BOARD AFTER CONSIDERATION OF COMPENSATION ARRANGEMENTS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR SIMILAR SERVICES, COMPENSATION SURVEYS, AND OTHER MATTERS TO DETERMINE THAT NO MORE THAN REASONABLE COMPENSATION IS PAID. The overall bonus pool is calculated based on company performance in several categories (financial, quality, engagement). Within those categories, goals for different metrics (EBIDA, cash days on hand, 30 day readmissions, employee satisfaction) are established at the beginning of the year and assigned a weight. Senior leadership considers an individual's performance to determine how much to award each employee based on the overall size of the bonus pool. THE mip PAYMENTS ARE REPORTED IN PART II.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202313199349301871

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.