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← VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC

Form 990 for tax year 2022

Filed by VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT INC.

Totals

Total revenue
$13,286,227
Total expenses
$15,484,078
Contributions and grants received
$134,506
Grants paid
$0
Program service revenue
$12,274,715
Investment income
$874,843
Other revenue
$2,163
Total assets, end of year
$30,830,338
Total liabilities, end of year
$2,098,210
Net assets or fund balances, end of year
$28,732,128
Program services expenses (Part IX)
$14,278,625
Management and general expenses
$1,205,453
Fundraising expenses
$0
Program service expenses (Part III)
$14,278,625

Program services were 92.2% 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

    $78,470

  • 1f · All other contributions, gifts and grants

    $56,036

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $8,096,274 · related or exempt $8,096,274

  • 2b · Program service revenue: SCHOOL NURSING PROGRAM

    total $3,462,179 · related or exempt $3,462,179

  • 2c · Program service revenue: CLINICAL INCOME

    total $716,262 · related or exempt $716,262

  • 3 · Investment income

    total $504,431 · excluded $504,431

  • 6a · Gross rents

    real property $22,704

  • 6b · Less rental expenses

    real property $17,465

  • 6c · Rental income or loss

    real property $5,239

  • 6d · Net rental income or loss

    total $5,239 · excluded $5,239

  • 7a · Gross sales of assets other than inventory

    securities $12,432,741

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

    securities $12,062,329

  • 7c · Gain or loss

    securities $370,412

  • 7d · Net gain or loss

    total $370,412 · excluded $370,412

  • 11a · Other revenue: INCOME FROM PTNSHP/OTH

    total -$3,076 · unrelated business -$3,076

  • 11e · Other revenue, total

    -$3,076

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $197,921 · program services $19,792 · management and general $178,129

  • 7 · Other salaries and wages

    total $10,356,803 · program services $9,639,617 · management and general $717,186

  • 8 · Pension plan contributions

    total $524,301 · program services $487,994 · management and general $36,307

  • 9 · Other employee benefits

    total $1,793,254 · program services $1,669,075 · management and general $124,179

  • 10 · Payroll taxes

    total $828,850 · program services $771,454 · management and general $57,396

  • 11c · Fees: accounting

    total $4,302 · program services $4,004 · management and general $298

  • 11g · Fees: other

    total $852,081 · program services $793,076 · management and general $59,005

  • 16 · Occupancy

    total $50,233 · program services $46,754 · management and general $3,479

  • 17 · Travel

    total $227,553 · program services $211,795 · management and general $15,758

  • 22 · Depreciation, depletion and amortization

    total $163,369 · program services $152,056 · management and general $11,313

  • 23 · Insurance

    total $212,915 · program services $212,915

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $237,786 · program services $237,786

  • 24b · Other expenses: GENERAL SUPPLIES

    total $27,376 · program services $25,481 · management and general $1,895

  • 24c · Other expenses: EDUCATION, SUBSCRIPTION

    total $6,283 · program services $5,848 · management and general $435

  • 24d · Other expenses: BANK SERVICE FEES

    total $1,051 · program services $978 · management and general $73

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $405,255 · end of year $147,593

  • 3 · Pledges and grants receivable

    beginning of year $206,881 · end of year $174,170

  • 4 · Accounts receivable

    beginning of year $1,199,040 · end of year $1,177,134

  • 9 · Prepaid expenses and deferred charges

    beginning of year $810,263 · end of year $653,322

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

    $3,713,810

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

    $1,126,245

  • 10c · Land, buildings and equipment, net

    beginning of year $2,750,934 · end of year $2,587,565

  • 11 · Investments: publicly traded securities

    beginning of year $27,174,654 · end of year $25,975,946

  • 15 · Other assets

    beginning of year $0 · end of year $114,608

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,313,231 · end of year $1,611,954

  • 19 · Deferred revenue

    beginning of year $127,119 · end of year $131,723

  • 25 · Other liabilities

    beginning of year $354,533 · end of year $354,533

  • 27 · Net assets without donor restrictions

    beginning of year $29,642,136 · end of year $28,595,903

  • 28 · Net assets with donor restrictions

    beginning of year $110,008 · end of year $136,225

Mission and programs · 2022

Mission

TO PROVIDE AND ADMINISTER A COMPREHENSIVE MULTIDISCIPLINARY, THERAPEUTIC AND PUBLIC HEALTH NURSING PROGRAM PRIMARILY TO RESIDENTS OF THE SOUTHEASTERN CONNECTICUT AREA REGARDLESS OF ABILITY TO PAY.

Activities or mission (Part I)

TO PROVIDE HOME HEALTH CARE SERVICES TO THE CITIZENS OF SOUTHEASTERN CONNECTICUT.

  • SEE SCHEDULE OTHE VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT (VNASC) IS A 501(C)(3) NON-PROFIT ORGANIZATION FOUNDED IN 1909, SERVING THE TOWNS OF: EAST LYME, GALES FERRY, GROTON, GROTON LONG POINT, LEDYARD, LYME, MONTVILLE, MYSTIC, NEW LONDON, NIANTIC, NOANK, NORTH STONINGTON, OAKDALE, OLD LYME, OLD MYSTIC, OLD SAYBROOK, PAWCATUCK, QUAKER HILL, SALEM, STONINGTON, UNCASVILLE, WATERFORD AND WEST MYSTIC. THE ORGANIZATION IS LICENSED BY THE CONNECTICUT DEPARTMENT OF PUBLIC HEALTH.THROUGH HOME HEALTH CARE, SCHOOL HEALTH AND COMMUNITY WELLNESS, THE ORGANIZATION CONTINUED TO PROVIDE HEALTHCARE SERVICES TO THOSE WHO HAVE THE MEANS TO PAY FOR SERVICES AS WELL AS FREE AND SUBSIDIZED CARE TO THOSE WITH LIMITED OR NO FINANCIAL SERVICES IN THE HOME, THE VNASC PROVIDES SKILLED NURSING, HOME HEALTH AIDE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY AND SOCIAL WORK SERVICES TO PEOPLE IN SOUTHEASTERN CT. UTILIZING A MULITIDISICIPLINARY TEAM APPROACH, THE VNASC HAS A PROVEN TRACK RECORD OF HELPING MEDICALLY AND SOCIALLY COMPLEX PATIENTS REMAIN IN THE COMMUNITY WITH THEIR LOVED ONES.THE WELLNESS PROGRAMMING INCLUDED SCREENING CLINICS, HEALTH FAIRS, HEALTH EDUCATION AND IMMUNIZATION CLINICS THROUGHOUT SOUTHEASTERN CONNECTICUT. STAFF ALSO PROVIDED NUMEROUS CLINICS FOR MONITORING OF BLOOD PRESSURES, THERAPEUTIC FOOT CARE AND DIABETES EDUCATION AT AREA HOMELESS SHELTERS AS WELL AS NURSE-MANAGED WELLNESS CLINICS IN NEW LONDON, EAST LYME AND GROTON.THE VNASC CONTINUED ITS CRITICAL SUPPORT TO FIRST-TIME MOTHERS RESIDING IN NEW LONDON AND LOWER MIDDLESEX COUNTIES THROUGH THE NURSE-FAMILY PARTNERSHIP OF EASTERN CONNECTICUT (NFP). THE VNASC'S TEAM OF MATERNAL AND CHILD HEALTH NURSES WORK WITH THE NEW MOTHERS AS THEY PARTNER WITH THEIR OWN PERSONAL NURSE FROM PREGNANCY THROUGH THEIR CHILD'S SECOND BIRTHDAY. MOTHERS PARTICIPATING IN THE PROGRAM EXPERIENCE HEALTHY PREGNANCIES WITH FEWER PRETERM AND LOW BIRTH WEIGHT NEWBORNS, ARE LIKELY TO BE SUCCESSFUL AT BREASTFEEDING, AND HAVE INFANTS AND TODDLERS WHO ARE HEALTHY AND MEETING DEVELOPMENTAL MILESTONES.

    Expenses $14,278,625 · Revenue $12,274,715

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

Listed in Part VII

  • Shanna Reels

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Maria Miranda

    SECRETARY/TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sharon Arnold

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kathleen O'Leary

    TRUSTEE

    Total calculated
    $459,800
    From this org
    $0
    From related orgs
    $411,211
    Other
    $48,589
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,064 related
    Bonus
    $0 + $68,950 related
    Other
    $0 + $21,197 related
    Deferred
    $0 + $23,650 related
    Nontaxable benefits
    $0 + $24,939 related
    Filer's total
    $0 + $459,800 related

  • Richard Lisitano

    TRUSTEE

    Total calculated
    $848,449
    From this org
    $0
    From related orgs
    $629,618
    Other
    $218,831
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $460,745 related
    Bonus
    $0 + $113,220 related
    Other
    $0 + $55,653 related
    Deferred
    $0 + $200,533 related
    Nontaxable benefits
    $0 + $18,298 related
    Filer's total
    $0 + $848,449 related

  • Patrick L Green

    TRUSTEE

    Total calculated
    $1,457,379
    From this org
    $0
    From related orgs
    $1,085,252
    Other
    $372,127
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $782,877 related
    Bonus
    $0 + $230,516 related
    Other
    $0 + $71,859 related
    Deferred
    $0 + $347,972 related
    Nontaxable benefits
    $0 + $24,155 related
    Filer's total
    $0 + $1,457,379 related

  • Joshua Morris

    TREASURER

    Total calculated
    $497,833
    From this org
    $0
    From related orgs
    $463,854
    Other
    $33,979
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $410,565 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $3,289 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $24,829 related
    Filer's total
    $0 + $497,833 related

  • Karen Desantis

    ADMINISTRATOR

    Total calculated
    $197,921
    From this org
    $164,616
    From related orgs
    $0
    Other
    $33,305
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,292
    Bonus
    $0
    Other
    $1,324
    Deferred
    $12,525
    Nontaxable benefits
    $20,780
    Filer's total
    $197,921

  • Laci Gardner

    RN

    Total calculated
    $139,790
    From this org
    $110,753
    From related orgs
    $0
    Other
    $29,037
    Hours/week
    40

  • Farida Samed

    RN

    Total calculated
    $191,642
    From this org
    $157,129
    From related orgs
    $0
    Other
    $34,513
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,084
    Bonus
    $0
    Other
    $45
    Deferred
    $10,400
    Nontaxable benefits
    $24,113
    Filer's total
    $191,642

  • Ashley Fridinger

    RN

    Total calculated
    $128,694
    From this org
    $120,285
    From related orgs
    $0
    Other
    $8,409
    Hours/week
    40

  • Anne Marie Wright

    RN

    Total calculated
    $129,369
    From this org
    $109,222
    From related orgs
    $0
    Other
    $20,147
    Hours/week
    40

  • Joseph Herndon

    RN

    Total calculated
    $146,855
    From this org
    $110,812
    From related orgs
    $0
    Other
    $36,043
    Hours/week
    40

  • Maureen Anderson

    FORMER OFFICER

    Total calculated
    $384,619
    From this org
    $0
    From related orgs
    $350,438
    Other
    $34,181
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $278,175 related
    Bonus
    $0 + $54,740 related
    Other
    $0 + $17,523 related
    Deferred
    $0 + $14,036 related
    Nontaxable benefits
    $0 + $20,145 related
    Filer's total
    $0 + $384,619 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

  • 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)

PART I, LINE 3
THE COMPENSATION OF THE ORGANIZATION'S OFFICERS IS EVALUATED BY THE COMPENSATION COMMITTEE OF THE VNA'S SOLE MEMBER, LAWRENCE +MEMORIAL CORPORATION ('LMC'). THE LMC COMMITTEE ANNUALLY REVIEWS SALARIES OF EXECUTIVES OF ITS SUBSIDIARY ORGANIZATIONS UTILIZING INDEPENDENT COMPENSATION CONSULTANTS AND REFLECTS ITS DELIBERATIONS IN THE COMMITTEE'S MINUTES.
PART I, LINE 4B
THE INDIVIDUALS LISTED BELOW ARE PARTICIPANTS IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED PATRICK L GREEN $0 $ 207,474 $0 RICHARD LISITANO $0 $ 87,183 $0 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF SERVING AS CORPORATE OFFICERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE (ERISA).

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.

  • SHORELINE ENDOSCOPY CENTER LLC (SEE PART VII)

    HEALTHCARE SERVICES · CT

  • YALE NEW HAVEN HEALTH SYSTEM INVESTMENT TRUST

    INVESTMENT · DE

  • YNHHSCUSP SURGERY CENTERS LLC

    HEALTHCARE SERVICES · CT

Related corporations and trusts

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

  • CORPORATE PROFESSIONAL BUSINESS SERVICESINC

    C · MANAGEMENT SERVICES · CT · controlled entity

  • GREENWICH FERTILITY & IVF PC

    C · HEALTHCARE SERVICES · CT · controlled entity

  • GREENWICH OCCUPATIONAL HEALTH SERVICES OF NEW JERSEY

    C · HEALTHCARE SERVICES · NJ · controlled entity

  • GREENWICH OCCUPATIONAL HEALTH SERVICES OF NY PC

    C · HEALTHCARE SERVICES · NY · controlled entity

  • L & M SYSTEMS INC

    C · HEALTHCARE RELATED SERVICES · CT · controlled entity

  • L&M HOME CARE SERVICES INC

    C · HOME THERAPY · CT · controlled entity

  • MEDICAL CENTER PHARMACY AND HOME CARE CENTER INC

    C · PHARMACY · CT · controlled entity

  • YALE NEW HAVEN AMBULATORY SERVICES

    C · HEALTHCARE SERVICES · CT · controlled entity

  • YNHH-PHYSICIANS CORP

    C · ADMINISTRATIVE SERVICES · CT · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202412269349301171

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