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Nonprofiteer
← VISITING NURSE ASSOCIATION OF TEXAS FOUNDATION

Form 990 for tax year 2023

Filed by VISITING NURSE ASSOCIATION OF TEXAS FOUNDATION.

Totals

Total revenue
$2,562,439
Total expenses
$1,962,723
Contributions and grants received
$937,099
Grants paid
$0
Program service revenue
$0
Investment income
$1,625,340
Other revenue
$0
Total assets, end of year
$15,660,291
Total liabilities, end of year
$10,687,607
Net assets or fund balances, end of year
$4,972,684
Program services expenses (Part IX)
$0
Management and general expenses
$957,624
Fundraising expenses
$1,005,099
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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $937,099

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $1,625,340 · related or exempt $1,625,340 · 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

  • 7c · Gain or loss

    securities $0 · other assets $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 $0 · program services $0

  • 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 $304,956 · program services $0 · management and general $100,000 · fundraising $204,956

  • 6 · Compensation of disqualified persons

    total $470,225 · program services $0 · management and general $470,225 · fundraising $0

  • 7 · Other salaries and wages

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

  • 8 · Pension plan contributions

    total $63,175 · program services $0 · management and general $63,175 · fundraising $0

  • 9 · Other employee benefits

    total $89,231 · program services $0 · management and general $89,231 · fundraising $0

  • 10 · Payroll taxes

    total $51,233 · program services $0 · management and general $51,233 · fundraising $0

  • 11a · Fees: management

    total $271,995 · program services $0 · management and general $0 · fundraising $271,995

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

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

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $485,585 · fundraising $485,585

  • 11f · Fees: investment management

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

  • 11g · Fees: other

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

  • 12 · Advertising and promotion

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

  • 13 · Office expenses

    total $727 · program services $0 · management and general $727 · fundraising $0

  • 14 · Information technology

    total $84,741 · program services $0 · management and general $84,741 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $53,591 · program services $0 · management and general $53,591 · fundraising $0

  • 17 · Travel

    total $2,722 · program services $0 · management and general $2,722 · 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 $10,055 · program services $0 · management and general $10,055 · 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 $5,808 · program services $0 · management and general $5,808 · fundraising $0

  • 23 · Insurance

    total $26,116 · program services $0 · management and general $26,116 · fundraising $0

  • 24a · Other expenses: Postage & Delivery

    total $22,558 · program services $0 · management and general $0 · fundraising $22,558

  • 24b · Other expenses: Telecommunications

    total $10,069 · program services $0 · management and general $0 · fundraising $10,069

  • 24c · Other expenses: Printing & Copying

    total $9,936 · program services $0 · management and general $0 · fundraising $9,936

Balance sheet

Part X, book values.

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,047 · end of year $48,266

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

    $81,995

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

    $75,085

  • 10c · Land, buildings and equipment, net

    beginning of year $12,718 · end of year $6,910

  • 12 · Investments: other securities

    beginning of year $13,979,775 · end of year $15,605,115

  • 17 · Accounts payable and accrued expenses

    beginning of year $44,931 · end of year $67,673

  • 25 · Other liabilities

    beginning of year $9,580,641 · end of year $10,619,934

  • 27 · Net assets without donor restrictions

    beginning of year $3,871 · end of year -$270,822

  • 28 · Net assets with donor restrictions

    beginning of year $4,369,097 · end of year $5,243,506

Mission and programs · 2023

Mission

Promote Community Health Services

  • None

As filed on the 2023 return.

Listed in Part VII

  • Katherine Krause

    President

    Total calculated
    $436,910
    From this org
    $0
    From related orgs
    $392,592
    Other
    $44,318
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,629 related
    Bonus
    $0 + $69,376 related
    Other
    $0
    Deferred
    $0 + $17,587 related
    Nontaxable benefits
    $0 + $44,318 related
    Filer's total
    $0 + $436,910 related

  • Chris Culak

    Vice President

    Total calculated
    $349,494
    From this org
    $304,956
    From related orgs
    $0
    Other
    $44,538
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $248,871
    Bonus
    $45,273
    Other
    $0
    Deferred
    $10,812
    Nontaxable benefits
    $33,727
    Filer's total
    $338,683

  • Carlton Holland

    CFO

    Total calculated
    $269,528
    From this org
    $0
    From related orgs
    $252,805
    Other
    $16,723
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,017 related
    Bonus
    $0 + $40,093 related
    Other
    $0
    Deferred
    $0 + $8,695 related
    Nontaxable benefits
    $0 + $16,723 related
    Filer's total
    $0 + $269,528 related

  • Lori Christensen

    Chairman

    Total calculated
    $0
    Hours/week
    5

  • Victor Elmore

    Vice Chairman

    Total calculated
    $0
    Hours/week
    5

  • Janet Ryan

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Meaders Ozarow

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Bob Best

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Nita Clark

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sara Fraser Crismon

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Betsy Eiseman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Robert Ted Enloe III

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Danny Gow

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Patrick Haggerty

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Max Lamont

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kate McClendon

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Peggy Millheiser

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Karen Pollock

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kersten Rettig

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lizzie Routman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • John Sears

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • CiCi Weinmann

    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

  • 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, Line 4
All key employees are offered the opportunity to defer up to the IRS limit amounts into a 457B Plan. Katherine Krause and Chris Culak elected to defer part of their compensation

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
14 May 2025
IRS schema version
2023v6.0
Source object
202501359349304335

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