2024-11-04T18:37:45-06:00 2023-12-31 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2023-01-01 951641969 VNA HEALTH VNAH 8059655555 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 KAREN WALLACE CHIEF FINANCIAL OFFICER 8059655555 2024-10-25 1 0 JOHN J BRITTON P00290353 8059637811 2024-10-18 2023 2024-10-15 13:58:12Z KAREN WALLACE 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 28616480 0 X WWW.VNA.HEALTH X 1908 CA TO PROVIDE HOME HEALTH AND HOSPICE CARE 17 16 282 92 0 0 2715345 1986507 27408652 26036736 522 1094 9013474 592143 39137993 28616480 0 0 0 0 23168242 22387304 0 0 0 10326319 10148096 33494561 32535400 5643432 -3918920 6999148 5723879 5565394 8209045 1433754 -2485166 X VNA HEALTH PROVIDES HOME HEALTH AND HOSPICE SERVICES TO PATIENTS IN SANTA BARBARA AND THE SURROUNDING AREA. 0 0 10051721 10405969 THE HOME HEALTH PROGRAM OFFERS CARE AT HOME. BEING AT HOME OFFERS THE GREATEST COMFORT, ESPECIALLY WHEN RECOVERING FROM AN INJURY OR SURGERY OR MANAGING AN ACUTE OR CHRONIC HEALTH CONDITION. IN COLLABORATION WITH THE PATIENT'S PHYSICIAN, THE HOME HEALTH CARE PROGRAM COMBINES THE NEWEST ADVANCES IN TECHNOLOGY IN THE PROVISION OF HOME HEALTH SERVICES (SKILLED NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL WORK, AND CERTIFIED HOME HEALTH AIDE SERVICES) AND TRADITIONAL COMPASSIONATE CARE TO ENHANCE A PATIENT'S HEALTH, INDEPENDENCE AND QUALITY OF LIFE. 9658061 12597041 HOSPICE CARE IS WHEN CURATIVE TREATMENTS ARE NO LONGER BENEFICIAL, AND THE PATIENT'S LIFE EXPECTANCY IS ABOUT SIX MONTHS OR LESS, THEN HOSPICE CARE IS AN OPTION. THE FOCUS OF CARE SHIFTS FROM TREATING THE DISEASE TO CARING FOR THE PATIENT - MANAGING PAIN AND SYMPTOMS - TO PROVIDE COMFORT AND A QUALITY OF LIFE. VNA HEALTH PROVIDES PATIENT-CENTERED AND FAMILY-CENTERED CARE CUSTOMIZED TO THE PATIENT'S NEEDS, VALUES, AND CHOICES. VNA HEALTH ALSO PROVIDES A HOLISTIC APPROACH TO CARE FOR THE PATIENT'S PHYSICAL, MENTAL, EMOTIONAL AND SPIRITUAL WELL-BEING. VNA HEALTH BELIEVES THAT AT ANY AGE OR STAGE IN LIFE, EVERY PERSON LIVES WITH HEALTH AND DIGNITY. 4468161 2786123 SERENITY HOUSE IS AN INPATIENT 18-BED HOSPICE FACILITY OWNED AND OPERATED BY VNA HEALTH, AND IT IS THE ONLY ONE OF ITS KIND IN SOUTHERN CALIFORNIA. WHEN HOSPICE CARE AT HOME BECOMES DIFFICULT OR STRESSFUL, VNA HEALTH OFFERS SERENITY HOUSE AS AN ALTERNATIVE HOME AWAY FROM HOME. OUR SERENITY HOUSE TEAM INCLUDES BOARD CERTIFIED PHYSICIANS IN HOSPICE & PALLIATIVE MEDICINE, REGISTERED & LICENSED VOCATIONAL NURSES, CERTIFIED HOME HEALTH AIDES, MEDICAL SOCIAL WORKERS, BEREAVEMENT COUNSELORS, CHAPLAINS, A CHEF, AND HOSPICE-TRAINED VOLUNTEERS. PATIENTS ARE CARED FOR IN A TRANQUIL AND HOMELIKE SETTING. EACH PRIVATE ROOM ALLOWS PATIENTS TO BE SURROUNDED BY LOVED ONES THROUGHOUT THEIR TIME AT SERENITY HOUSE. 525938 247603 THE AGENCY'S COMMUNITY BENEFIT PROGRAMS, WHICH ARE SUPPORTED THROUGH THE FOUNDATION, INCLUDE MEDICAL EQUIPMENT, PALLIATIVE CARE, MUSIC THERAPY, INTEGRATED THERAPIES, PET THERAPY AND COMMUNITY EDUCATION. THESE PROGRAMS ARE PROVIDED AT NO COST TO ELIGIBLE PARTICIPANTS. 525938 247603 24703881 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 68 0 1 282 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KAREN WALLACE 8059655555 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 KIERAN A SHAH PRESIDENT & CEO 40.00 1.00 X X 395202 0 38424 CHRISTOPHER J THRASH ETHICS COMMITTEE CHAIR 1.00 X 0 0 0 PAMELA DILMAN HASKELL BOARD MEMBER 1.00 X 0 0 0 ALEX CRAIGIE BOARD MEMBER 1.00 X 0 0 0 MARK MATTINGLY BOARD MEMBER 1.00 X 0 0 0 KATHERINE SUZANNE SCHOMER BOARD MEMBER 1.00 X 0 0 0 BEN PHILLIPS CHAIR 1.00 X X 0 0 0 NEIL D LEVINSON NOMINATING COMMITEE CHAIR 1.00 X 0 0 0 LAURA COCHRAN CANFIELD BOARD MEMBER 1.00 X 0 0 0 FREDERIC CHARLES KASS BOARD MEMBER 1.00 X 0 0 0 JANICE CARTER LARSON BOARD MEMBER 1.00 X 0 0 0 EUSEBIO CORDOVA JR FINANCE COMMITTE CHAIR 1.00 X 0 0 0 KENNETH LEE KRAUS VICE-CHAIR 1.00 X X 0 0 0 KAREN HANDY SECRETARY 1.00 X X 0 0 0 PAUL R JACONETTE BOARD MEMBER 1.00 X 0 0 0 CHRISTIE GLANVILLE BOARD MEMBER 1.00 X 0 0 0 MICHAEL C BORDOFSKY HOSPICE MEDICAL DIRECTOR 1.00 X 0 0 0 KAREN WALLACE CFO 40.00 X 240742 0 19216 DUSTY KEEGAN CHIEF COMPLIANCE & PRIVACY OFFICER 40.00 X 235067 0 21773 JO ANN MACK CHIEF OPERATING OFFICER 40.00 X 192268 0 17870 PAMELA KAY TAYLOR DIRECTOR OF HOME HEALTH 40.00 X 174177 0 25119 MATTHEW BROWN DIRECTOR OF INFORMATION SY 40.00 X 183622 0 19652 SUSAN CAROL MORIARITY DIRECTOR OF HUMAN RESOURCES 40.00 X 170479 0 19582 CZARINA GALE E INIGUEZ REGISTERED NURSE CASE MANAGER, HOSPICE 40.00 X 156536 0 22086 WESLEY MARC SADUMIANO DIRECTOR OF BUSSINESS DEVELOPMENT 40.00 X 156285 0 12542 1904378 0 196264 76 0 1 0 CORE MEDICAL GROUP 2 KEEWAYDIN DRIVE SALEM NH 03079 CONTRACT LABOR 1027068 PALLIATIVE CARE CONSULTANTS OF SB 3463 STATE STREET SUITE 289 SANTA BARBARA CA 93105 PHYSICIANS 899464 OPTUM HOSPICE PHARMACY SERVICE 28454 NETWORK PLACE CHICAGO IL 606731287 PHARMACY 454631 FUSION MEDICAL STAFFING LLC 18881 W DODGE RD STE 300W ELKHORN NE 68022 CONTRACT LABOR 293300 COVENANT CARE CALIFORNIA LLC 120 VANTIS DR 200 ALISO VIEJO CA 92656 SKILLED NURSING FACILITY 271042 22 1986507 1986507 PROGRAM SERVICE REVENUE 621610 26036736 26036736 26036736 1094 1094 312077 0 312077 312077 312077 ADMIN ALLOCATION RECEIVED FROM AF 900099 462299 462299 OTHER OPERATING REVENUE 900099 35272 35272 OTHER INCOME 900099 -217505 -217505 280066 28616480 26628879 0 1094 1160563 1160563 17623396 14673196 2950200 3603345 2822904 780441 762059 393163 368896 17752 1053 16699 79371 38327 41044 1719389 901680 817709 386247 359275 26972 128475 20729 107746 545 545 273562 273562 CONTRACT LABOR 2271208 2265605 5603 BOARD AND CARE 1342798 1342798 MEDICAL SUPPLIES 1195135 1195135 EQUIP. RENT AND REPAIR 809921 29864 780057 1161634 659607 502027 32535400 24703881 7831519 0 2351854 1480847 3530540 3181594 30119 30119 448243 477153 37115 33163 4497 3952 633895 550214 6999148 5723879 3531308 3065931 272677 324708 196639 184445 1564770 4633961 5565394 8209045 X 1433754 -2485166 1433754 -2485166 6999148 5723879 -3918920 0 X X 0 1 X 1 0 X 2940170 3888365 2964625 2715345 1986507 14495012 26469384 28596662 29149560 27408652 26036736 137660994 29409554 32485027 32114185 30123997 28023243 152156006 2940170 2791958 2592705 2715345 1986507 13026685 0 2940170 2791958 2592705 2715345 1986507 13026685 139129321 411330 317742 320987 316414 312077 1678550 411330 317742 320987 316414 312077 1678550 8190264 8190264 29820884 32802769 32435172 38630675 28335320 162024820 0.85870 0.85140 0.01040 0.01130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 27096976 0 3678658 -3229835 27545799 36491687 16250 -5844740 -3566221 27096976 34854861 2000 3276061 -1641235 36491687 31365970 152815 4696662 -1360586 34854861 26984379 4533636 5353352 -5505397 31365970 0.99500 0.00500 0 1 1 37115 33163 3952 3952 DUE TO RELATED ORGANIZATION 4633961 4633961 X 26167674 0 26167674 2448806 2448806 28616480 30086594 0 30086594 2448806 2448806 32535400 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD BY THE FOUNDATION AND USED TO PROVIDE A PREDICTABLE STREAM OF FUNDS TO SUPPORT THE PROGRAMS OF VNA HEALTH. PART X, LINE 2: ON JANUARY 1, 2009, THE ORGANIZATION ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD ASC SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT OF THE ORGANIZATION ANALYZED TAX POSITIONS IN ALL JURISDICTIONS WHERE THE ORGANIZATION IS REQUIRED TO FILE AN INCOME TAX RETURN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX AUTHORITIES FOR THE YEARS BEFORE 2020 AND BY THE STATE OF CALIFORNIA TAX AUTHORITIES FOR YEARS BEFORE 2019. PART XI, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATION ALLOCATION 462,299. CONTRIBUTION FROM AFFILIATE 1,986,507. FORGIVENESS OF DUE TO AFFILIATE PART XII, LINE 4B - OTHER ADJUSTMENTS: ADMINISTRATION ALLOCATION 462,299. CONTRIBUTION FROM AFFILIATE 1,986,507. 0 CHARITY CARE SERVICES FOR HOME, HEALTH AND HOSPICE CARE. 230 181503 FAIR MARKET VALUE CHARGES FORGONE FOR CHARITY CARE SERVICES PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF COMMUNITY BENEFITS AND CHARITY CARE IT PROVIDES. THOSE RECORDS INCLUDE MANAGEMENT'S ESTIMATE OF THE EXPENSE TO PROVIDE CHARITY CARE AND EXPENSE OF SERVICES AND SUPPLIES FURNISHED FOR COMMUNITY BENEFIT PROGRAMS. THE AMOUNT OF NON-CASH ASSISTANCE TO INDIVIDUALS, SHOWN ABOVE, IS INCLUDED IN PATIENT SERVICE REVENUE REPORTED ON FORM 990, PART VIII, LINE 2A. X 1 0 X X X X 0 1 0 0 0 0 0 0 0 KIERAN A SHAH PRESIDENT & CEO 395202 0 0 0 0 0 12535 0 25889 0 433626 0 0 0 KAREN WALLACE CFO 240742 0 0 0 0 0 6153 0 13063 0 259958 0 0 0 DUSTY KEEGAN CHIEF COMPLIANCE & PRIVACY OFFICER 235067 0 0 0 0 0 9382 0 12391 0 256840 0 0 0 JO ANN MACK CHIEF OPERATING OFFICER 192268 0 0 0 0 0 6716 0 11154 0 210138 0 0 0 MATTHEW BROWN DIRECTOR OF INFORMATION SY 183622 0 0 0 0 0 7201 0 12451 0 203274 0 0 0 PAMELA KAY TAYLOR DIRECTOR OF HOME HEALTH 174177 0 0 0 0 0 1020 0 24099 0 199296 0 0 0 SUSAN CAROL MORIARITY DIRECTOR OF HUMAN RESOURCES 170479 0 0 0 0 0 6795 0 12787 0 190061 0 0 0 CZARINA GALE E INIGUEZ REGISTERED NURSE CASE MANAGER, HOSPI 156536 0 0 0 0 0 0 0 22086 0 178622 0 0 0 WESLEY MARC SADUMIANO DIRECTOR OF BUSSINESS DEVELOPMENT 156285 0 0 0 0 0 0 0 12542 0 168827 0 0 0 MICHAEL BORDOFSKY BOARD MEMBER 899464 PHYSICIAN PRACTICE 0 FORM 990, PART VI, SECTION B, LINE 11B A FULL COPY OF THE 990 WAS PRESENTED TO THE ENTIRE BOARD OF DIRECTORS. COPIES WERE DISTRIBUTED TO THE MEMBERS SO THAT THEY WOULD HAVE SUFFICIENT TIME TO REVIEW PRIOR TO THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C SENIOR MANAGEMENT (OFFICERS AND KEY EMPLOYEES) AND BOARD MEMBERS COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. BOTH SENIOR MANAGEMENT AND THE EXTERNAL AUDITORS VERIFY THAT ALL APPROPRIATE PARTIES HAVE COMPLETED THE FORM. IF CONFLICTS OF INTEREST ARE DISCLOSED, THEY ARE DISCUSSED BY THE CEO WITH THE EXECUTIVE COMMITTEE OF THE BOARD AND RESOLUTION OF THE CONFLICT IS DETERMINED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ENTIRE BOARD SERVES AS THE COMPENSATION COMMITTEE. THE ENTIRE BOARD REVIEWS COMPARATIVE COMPENSATION DATA FOR THE CEO, CFO AND KEY EMPLOYEES ON AN ANNUAL BASIS AND DETERMINES MERIT INCREASES BY POSITION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THERE ARE NO CHANGES TO THE PROCESS FROM PRIOR YEAR. FORM 990, PART IX, LINE 24D SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION VNA HEALTH 509 EAST MONTECITO STREET #200 SANTA BARBARA, CA 93103 EMPLOYER IDENTIFICATION NUMBER: 95-1641969 FOR THE YEAR ENDING DECEMBER 31, 2023 VNA HEALTH IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F). VNA HEALTH FOUNDATION 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 770342043 FUNDRAISING TO SUPPORT THE CHARITABLE MISSION OF VNA HEALTH CA 501(C)(3) LINE 7 N/A 0 VISITING CARE AND COMPANIONS 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 200008507 TO PROVIDE NON-SKILLED CARE TO INDIVIDUALS IN THEIR HOME CA 501(C)(3) LINE 10 N/A 0 0 0 1 0 1 0 0 0 0 0 1 1 1 1 1 0 1 1 0 VNA HEALTH FOUNDATION C 1986507 ACCOUNTING SYSTEM VNA HEALTH FOUNDATION K 1362039 ACCOUNTING SYSTEM VNA HEALTH FOUNDATION Q 462299 ACCOUNTING SYSTEM VNA HEALTH FOUNDATION M 1986507 ACCOUNTING SYSTEM VNA HEALTH FOUNDATION N 1362039 ACCOUNTING SYSTEM VNA HEALTH FOUNDATION O 462299 ACCOUNTING SYSTEM VNA HEALTH FOUNDATION L 462299 ACCOUNTING SYSTEM VNA HEALTH FOUNDATION E 4633961 ACCOUNTING SYSTEM