VALLEY VNA HEALTH SYSTEMS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY VNA HEALTH SYSTEMS INC (EIN 39-1624803)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-01
- IRS object ID
- 202540919349301124
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-01T12:35:03-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391658423 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBERROSE SC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4211 N LIGHTNING DR | AddressLine1Txt |
| City | APPLETON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54913 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391624803 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY VNA HEALTH SYSTEMS INC | BusinessNameLine1Txt |
| Business Name Line2 | MCAULIFFE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 9207275555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 LYON DRIVE | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BECKY REICHELT | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 9207275555 | PhoneNum |
| Signature | 2025-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STINSKI CPA | PreparerPersonNm |
| PTIN | P02069209 | PTIN |
| Phone | 9209930105 | PhoneNum |
| Preparation | 2025-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BECKY REICHELT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 LYON DRIVE | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,628,714 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VALLEYVNA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDING QUALITY CHOICES FOR SENIOR LIVING | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 222 | TotalEmployeeCnt |
| Total Volunteers | 175 | TotalVolunteersCnt |
| Total Gross UBI | $12,862 | TotalGrossUBIAmt |
| PY Contributions Grants | $3,543,610 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,125,373 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,498,183 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,754,145 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$249,844 | PYInvestmentIncomeAmt |
| CY Investment Income | $349,040 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,568 | PYOtherRevenueAmt |
| CY Other Revenue | $30,077 | CYOtherRevenueAmt |
| PY Total Revenue | $8,818,517 | PYTotalRevenueAmt |
| CY Total Revenue | $9,258,635 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,588,556 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,243,081 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $30,654 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,169,023 | PYOtherExpensesAmt |
| CY Other Expenses | $2,819,730 | CYOtherExpensesAmt |
| PY Total Expenses | $6,757,579 | PYTotalExpensesAmt |
| CY Total Expenses | $8,062,811 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,060,938 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,195,824 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,019,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,315,441 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,163,762 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,223,553 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,855,633 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,091,888 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDING QUALITY CHOICES FOR SENIOR LIVING | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,839,100 | ExpenseAmt |
| Revenue | $4,872,656 | RevenueAmt |
| Desc | PROVIDING 79 RESIDENTS WITH PERSONAL CARE, ROOM AND BOARD, AND SOCIAL ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $922,788 | ExpenseAmt |
| Revenue | $1,262,398 | RevenueAmt |
| Desc | PERFORMED 36611 HOURS OF PERSONAL CARE SERVICES. THESE SERVICES INCLUDED BATHING, DRESSING, EXERCISING, TOILETING ASSISTANCE, NAIL CARE AND HAIR CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $55,498 | ExpenseAmt |
| Revenue | $74,937 | RevenueAmt |
| Desc | HOMEMAKER/COMPANION PROGRAMS PERFORMED 118 HOURS OF SERVICE. THESE SERVICES INCLUDE HOUSEKEEPING, MEAL PREPARATION, MEDICATION REMINDERS, GROCERY SHOPPING, AND PERFORMING OTHER ERRANDS. PERFORMED 1930 HOURS OF HOMEMAID SERVICE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $190,821 | ExpenseAmt |
| Revenue | $544,153 | RevenueAmt |
| Desc | HEALTH AND WELLNESS PROGRAMS INCLUDE FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. WE PROVIDED 6563 MEALS, 1143 HOURS OF FOOT CARE SERVICES, AND 638 HOURS OF NURSING VISITS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $190,821 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $544,153 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,008,207 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 222 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI MCAULIFFE | PersonNm |
| Phone | 9207275555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 LYON DRIVE | AddressLine1Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| THERESA PICHELMEYER | |||||||
| PRESIDENT/CE | 40.00 | Yes (X) | $109,465 | $0 | $10,662 | ||
| VICKI MCAULIFFE | |||||||
| CFO | 40.00 | $80,430 | $0 | $10,764 | Yes (X) | ||
| BECKY REICHELT | |||||||
| PRESIDENT/CE | 40.00 | $28,961 | $0 | $0 | Yes (X) | ||
| DENISE BURKETT | |||||||
| VICE CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| STEVE KNAUS MD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JOE MCGRANE | |||||||
| TREASURER/SE | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| PAULA MCNIEL | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| FRITZ MERIZON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MIKE ROHRKASTE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAUL SCHULTZ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAUL VERBETEN | |||||||
| CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $218,856 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $21,426 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| COMMUNITY LIVING SOLUTIONS LLC | ||||||
| 2801 E ENTERPRISE AVE | SUITE 202 | APPLETON | WI | 54913 | CONSTRUCTION | $564,980 |
| KELSTAR LLC | ||||||
| N8874 CHURCH ST | PO BOX 155 | FOREST JUNCTION | WI | 54123 | MEDICAL STAFF | $327,735 |
| FUSION MEDICAL STAFFING LLC | ||||||
| 11808 GRANT ST | STE 100 | OMAHA | NE | 68164 | MEDICAL STAFF | $193,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $11,854 | FundraisingAmt |
| Government Grants | $291,731 | GovernmentGrantsAmt |
| All Other Contributions | $1,821,788 | AllOtherContributionsAmt |
| Total Contributions | $2,125,373 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| VNA ASSISTED LIVING | 623000 | $4,872,656 | $4,872,656 |
| PERSONAL CARE SERVICES | 621610 | $1,262,398 | $1,262,398 |
| OCCUPANCY AND NUTRITION | 623990 | $284,119 | $284,119 |
| OTHER CLIENT SERVICES | 623000 | $257,380 | $257,380 |
| MANAGEMENT FEES | 624100 | $64,730 | $64,730 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,862 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,862 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,754,145 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,116 | TotalRevenueColumnAmt |
| Exclusion | $70,116 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,649,003 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,370,079 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $278,924 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,924 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $278,924 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $11,854 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total Revenue Column | $30,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,077 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,077 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,258,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,050,284 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,862 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,155 | TotalAmt |
| Program Services | $93,309 | ProgramServicesAmt |
| Management And General | $26,846 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,127 | TotalAmt |
| Program Services | $93,291 | ProgramServicesAmt |
| Management And General | $26,836 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,162,291 | TotalAmt |
| Program Services | $3,244,810 | ProgramServicesAmt |
| Management And General | $917,481 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,508 | TotalAmt |
| Program Services | $626,865 | ProgramServicesAmt |
| Management And General | $213,628 | ManagementAndGeneralAmt |
| Fundraising | $15 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,021 | TotalAmt |
| Management And General | $3,021 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,750 | TotalAmt |
| Management And General | $15,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154,636 | TotalAmt |
| Program Services | $1,036,881 | ProgramServicesAmt |
| Management And General | $94,102 | ManagementAndGeneralAmt |
| Fundraising | $23,653 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,981 | TotalAmt |
| Management And General | $50,136 | ManagementAndGeneralAmt |
| Fundraising | $1,845 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,488 | TotalAmt |
| Program Services | $7,834 | ProgramServicesAmt |
| Management And General | $47,403 | ManagementAndGeneralAmt |
| Fundraising | $3,251 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,953 | TotalAmt |
| Program Services | $28,071 | ProgramServicesAmt |
| Management And General | $56,158 | ManagementAndGeneralAmt |
| Fundraising | $1,724 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279,060 | TotalAmt |
| Program Services | $166,501 | ProgramServicesAmt |
| Management And General | $112,559 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,512 | TotalAmt |
| Program Services | $4,410 | ProgramServicesAmt |
| Management And General | $102 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,260 | TotalAmt |
| Program Services | $492,498 | ProgramServicesAmt |
| Management And General | $102,762 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,063 | TotalAmt |
| Program Services | $64,335 | ProgramServicesAmt |
| Management And General | $31,728 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DIETARY SUPPLIES AND SERV | $280,416 | $1,435 | $278,981 | |
| HOUSEKEEPING AND LAUNDRY | $99,395 | $99,395 | ||
| MISCELLANEOUS | $33,958 | $575 | $33,372 | $11 |
| MEDICAL SUPPLIES | $22,233 | $21,006 | $1,227 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,004 | TotalAmt |
| Program Services | $26,991 | ProgramServicesAmt |
| Management And General | $11,858 | ManagementAndGeneralAmt |
| Fundraising | $155 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,062,811 | TotalAmt |
| Program Services | $6,008,207 | ProgramServicesAmt |
| Management And General | $2,023,950 | ManagementAndGeneralAmt |
| Fundraising | $30,654 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,506 | BOYAmt |
| EOY | $705,482 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,229 | BOYAmt |
| EOY | $249,471 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,072 | BOYAmt |
| EOY | $12,128 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,703 | BOYAmt |
| EOY | $568,789 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,222 | BOYAmt |
| EOY | $31,642 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,680 | BOYAmt |
| EOY | $72,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,611,651 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,651,961 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,691,105 | BOYAmt |
| EOY | $11,959,690 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,964,211 | BOYAmt |
| EOY | $2,715,993 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,369,667 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,019,395 | BOYAmt |
| EOY | $16,315,441 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,277 | BOYAmt |
| EOY | $673,124 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,485 | BOYAmt |
| EOY | $50,429 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,163,762 | BOYAmt |
| EOY | $1,223,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,709,199 | BOYAmt |
| EOY | $14,964,658 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,146,434 | BOYAmt |
| EOY | $127,230 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,855,633 | BOYAmt |
| EOY | $15,091,888 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,019,395 | BOYAmt |
| EOY | $16,315,441 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,195,824 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $40,431 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,171,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,571,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,589,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,543,610 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,125,373 | CurrentTaxYearAmt |
| Total | $11,002,176 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,622,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,638,389 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,876,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,496,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,771,360 | CurrentTaxYearAmt |
| Total | $28,405,183 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,794,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,209,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,466,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,039,827 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,896,733 | CurrentTaxYearAmt |
| Total | $39,407,359 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $153,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $677,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $416,886 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,247,372 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $153,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $677,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $416,886 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,247,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $38,159,987 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,116 | CurrentTaxYearAmt |
| Total | $629,633 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $112,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $245,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $123,521 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,116 | CurrentTaxYearAmt |
| Total | $629,633 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $5,270 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $30,077 | CurrentTaxYearAmt |
| Total | $59,792 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,931,445 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,455,586 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,595,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,117,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,996,926 | CurrentTaxYearAmt |
| Total | $40,096,784 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95170 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92770 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS REVENUE 59,792 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $450,429 | OtherCostOrOtherBasisAmt |
| Book Value | $450,429 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,411,564 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,280,105 | DepreciationAmt |
| Book Value | $11,131,459 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $535,974 | OtherCostOrOtherBasisAmt |
| Depreciation | $351,548 | DepreciationAmt |
| Book Value | $184,426 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,088,303 | OtherCostOrOtherBasisAmt |
| Depreciation | $894,927 | DepreciationAmt |
| Book Value | $193,376 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,381 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,381 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,959,690 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | VALLEY VNA HEALTH SYSTEMS, INC. AND AFFILIATE ARE ORGANIZED AS WISCONSIN NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C) (3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER IRC SECTIONS 509 (A)(1) AND (3), RESPECTIVELY. THE ORGANIZATIONS ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATIONS ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES FOR WHICH IT FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA PICHELMEYER | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $109,465 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $10,662 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $120,127 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | HEALTH AND WELLNESS PROGRAMS INCLUDE FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. WE PROVIDED 6563 MEALS, 1143 HOURS OF FOOT CARE SERVICES, AND 638 HOURS OF NURSING VISITS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | WE GET EITHER ELECTRONIC OR PAPER COPIES OF 990 TO EXECUTIVE/FINANCE COMMITTEE AS SOON AS POSSIBLE FOR REVIEW, WHICH MAY OR MAY NOT BE PRIOR TO SUBMISSION BASED ON TIMING IT IS PROVIDED TO MANAGEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 12C | DIRECTORS ARE REQUIRED TO DISCLOSE TO THE BOARD ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT. WHEN THIS HAPPENS EITHER THE DIRECTOR WILL ABSTAIN FROM VOTING ON PARTICULAR ISSUES, OR THEY MAY BE ASKED TO LEAVE THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTORS USES A WAGE SURVEY TO HELP DETERMINE COMPENSATION FOR THE TOP OFFICERS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES 0 40,674 0 PURCHASED SERVICES AND COSTS 0 53,428 0 PROFESSIONAL FEES 0 0 23,653 PROFESSIONAL FEES 60,546 0 0 PURCHASED SERVICES AND COSTS 976,335 0 0 TOTAL 1,036,881 94,102 23,653 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VNA APARTMENTS INC | BusinessNameLine1Txt |
| Business Name Line2 | VNA APARTMENTS INC | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1535 LYON DRIVE | AddressLine1Txt |
| Address Line2 | 1535 LYON DRIVE | AddressLine2Txt |
| City | NEENAH | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391849352 | EIN |
| Primary Activities | ELDER CARE | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Exempt Code Section | 501 C3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VNA APARTMENTS INC | ||
| D | $405,346 | FMV |
| VNA APARTMENTS INC | ||
| Q | $698,336 | FMV |