Skip to content
Nonprofiteer
← VISITING NURSING ASSOCIATION OF WESTERN NEW YORK INC

Form 990 for tax year 2023

Filed by VISITING NURSING ASSOCIATION OF WESTERN NEW YORK INC.

Totals

Total revenue
$97,629,640
Total expenses
$82,453,793
Contributions and grants received
$4,650
Grants paid
$0
Program service revenue
$97,267,563
Investment income
$329,828
Other revenue
$27,599
Total assets, end of year
$53,532,625
Total liabilities, end of year
$34,281,702
Net assets or fund balances, end of year
$19,250,923
Program services expenses (Part IX)
$66,122,177
Management and general expenses
$16,331,616
Fundraising expenses
$0
Program service expenses (Part III)
$66,122,177

Program services were 80.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DONALD BOYD

    BOARD MEMBER

    Total calculated
    $3,364,450
    From this org
    $0
    From related orgs
    $3,282,564
    Other
    $81,886
    Hours/week
    1 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,394,081 related
    Bonus
    $0 + $574,650 related
    Other
    $0 + $1,313,833 related
    Deferred
    $0 + $63,356 related
    Nontaxable benefits
    $0 + $18,530 related
    Filer's total
    $0 + $3,364,450 related

  • LISA GREISLER

    BOARD CHAIR/PRESIDENT

    Total calculated
    $485,662
    From this org
    $289,652
    From related orgs
    $88,978
    Other
    $107,032
    Hours/week
    31 + 9 related

    Schedule J breakdown matched by us

    Base
    $221,173 + $67,942 related
    Bonus
    $49,725 + $15,275 related
    Other
    $18,754 + $5,761 related
    Deferred
    $70,242 + $21,577 related
    Nontaxable benefits
    $11,638 + $3,575 related
    Filer's total
    $371,532 + $114,130 related

  • DR PAUL SHIELDS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH SWEENEY

    SR DIR CLINICAL OPERATIONS

    Total calculated
    $225,474
    From this org
    $188,901
    From related orgs
    $0
    Other
    $36,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,398
    Bonus
    $25,300
    Other
    $203
    Deferred
    $21,857
    Nontaxable benefits
    $14,716
    Filer's total
    $225,474

  • FREDERICK PORDUM

    DIR BUSINESS DEV AND MARKE

    Total calculated
    $190,873
    From this org
    $134,035
    From related orgs
    $41,175
    Other
    $15,663
    Hours/week
    31 + 9 related

    Schedule J breakdown matched by us

    Base
    $121,758 + $37,403 related
    Bonus
    $12,135 + $3,728 related
    Other
    $142 + $44 related
    Deferred
    $11,804 + $3,626 related
    Nontaxable benefits
    $178 + $55 related
    Filer's total
    $146,017 + $44,856 related

  • PAUL COLEMAN

    DIR HUMAN RESOURCES

    Total calculated
    $219,296
    From this org
    $55,484
    From related orgs
    $133,030
    Other
    $30,782
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $48,311 + $115,833 related
    Bonus
    $7,141 + $17,121 related
    Other
    $32 + $76 related
    Deferred
    $4,062 + $9,739 related
    Nontaxable benefits
    $4,998 + $11,983 related
    Filer's total
    $64,544 + $154,752 related

  • TANYA WOODS

    INFUSION THERAPY NURSE

    Total calculated
    $165,687
    From this org
    $140,705
    From related orgs
    $0
    Other
    $24,982
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,818
    Bonus
    $12,688
    Other
    $199
    Deferred
    $17,791
    Nontaxable benefits
    $7,191
    Filer's total
    $165,687

  • ROSEMARY SLAWICH

    HOME HEALTH NURSE

    Total calculated
    $145,510
    From this org
    $142,941
    From related orgs
    $0
    Other
    $2,569
    Hours/week
    40

  • MEAGAN FISHER

    DIRECTOR OF FINANCE

    Total calculated
    $169,593
    From this org
    $110,522
    From related orgs
    $33,951
    Other
    $25,120
    Hours/week
    31 + 9 related

    Schedule J breakdown matched by us

    Base
    $100,439 + $30,854 related
    Bonus
    $10,027 + $3,080 related
    Other
    $56 + $17 related
    Deferred
    $7,644 + $2,348 related
    Nontaxable benefits
    $11,573 + $3,555 related
    Filer's total
    $129,739 + $39,854 related

  • JUDY BAUMGARTNER

    FORMER CHAIR/PRESIDENT

    Total calculated
    $837,854
    From this org
    $0
    From related orgs
    $771,184
    Other
    $66,670
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,346 related
    Bonus
    $0 + $193,600 related
    Other
    $0 + $27,238 related
    Deferred
    $0 + $65,656 related
    Nontaxable benefits
    $0 + $1,014 related
    Filer's total
    $0 + $837,854 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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6a · Pay contingent on this organization's net earnings
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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 1A
AS PART OF THEIR COMPENSATION PACKAGE, CERTAIN DIRECTORS, OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION ARE ENTITLED TO CHOOSE AS AN EXECUTIVE PERK THE BENEFIT OF BUSINESS RELATED SOCIAL DUES OR INITIATION FEES.
PART I, LINE 6
THE ORGANIZATION PLACES A CERTAIN PORTION OF AN EXECUTIVES TOTAL AVAILABLE COMPENSATION AT RISK ANNUALLY AND A PROPORTION OF THAT AT-RISK AMOUNT IS DEPENDENT UPON CERTAIN OPERATING PERFORMANCE TARGETS OF THE ORGANIZATION, BOTH FINANCIAL AND NON-FINANCIAL. DURING 2022, CERTAIN FINANCIAL OPERATING TARGETS WHICH WERE SET BY THE COMPENSATION COMMITTEE OF KALEIDA HEALTH (A RELATED NOT-FOR-PROFIT ORGANIZATION), INCLUDING TOTAL NET OPERATING MARGIN WERE MET AND EXCEEDED RESULTING IN COMPENSATION UNDER THIS ARRANGEMENT AND PAID TO OFFICERS DURING 2023.
PART I, LINE 7
CERTAIN INDIVIDUALS RECEIVED A NON-FIXED PAYMENT THAT WAS DEPENDENT ON CERTAIN PERFORMANCE METRICS BEING MET. THESE AMOUNTS ARE LISTED IN SCHEDULE J, PART II, COLUMN (B)(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
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202433169349302743

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.