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VISITING NURSE ASSOCIATION OF THE TREASURE COAST INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
VISITING NURSE ASSOCIATION OF THE TREASURE COAST INC (EIN 59-2664912)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-06-27
IRS object ID
202231789349300203
Schema version
2020v4.2
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

FieldValueIRS element (for citing)
Return2022-06-27T07:18:00-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010523282PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Berry Dunn McNeil & Parker LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11000 Elm Street 4th FloorAddressLine1Txt
CityManchesterCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN592664912EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Visiting Nurse Assocation of theBusinessNameLine1Txt
Business Name Line2Treasure Coast IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVISIBusinessNameControlTxt
Phone7725675551PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11110 35th LaneAddressLine1Txt
CityVero BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32960ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDaniel BachPersonNm
Person TitleChief Financial OfficerPersonTitleTxt
Phone7725675551PhoneNum
Signature2022-06-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDanielPersonFirstNm
Person LastBachPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMelissa Magoon CPAPreparerPersonNm
PTINP01712842PTIN
Phone6036697337PhoneNum
Preparation2022-06-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLundy FieldsPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11110 35th LaneAddressLine1Txt
CityVero BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32960ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,481,405GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.vnatc.comWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTo provide compassionate, innovative care of the highest quality for patients and caregivers.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee654TotalEmployeeCnt
Total Volunteers55TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$295,449PYContributionsGrantsAmt
CY Contributions Grants$6,159,438CYContributionsGrantsAmt
PY Program Service Revenue$12,009,177PYProgramServiceRevenueAmt
CY Program Service Revenue$13,321,967CYProgramServiceRevenueAmt
PY Investment Income$541PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$12,305,167PYTotalRevenueAmt
CY Total Revenue$19,481,405CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,429,453PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,165,183CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,994,200PYOtherExpensesAmt
CY Other Expenses$4,472,312CYOtherExpensesAmt
PY Total Expenses$12,423,653PYTotalExpensesAmt
CY Total Expenses$13,637,495CYTotalExpensesAmt
PY Revenues Less Expenses-$118,486PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,843,910CYRevenuesLessExpensesAmt
Total Assets BOY$4,667,088TotalAssetsBOYAmt
Total Assets EOY$5,261,799TotalAssetsEOYAmt
Total Liabilities BOY$6,570,339TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,321,140TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$1,903,251NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,940,659NetAssetsOrFundBalancesEOYAmt
MissionTo provide compassionate, innovative care of the highest quality, setting the standard for patients and caregivers needing home health, hospice, and community health services.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,752,699ExpenseAmt
Revenue$8,856,318RevenueAmt
DescProvides managerial and administrative services to its three controlled tax exempt organizations and the Visiting Nurse Association & Hospice Foundation, Inc which includes human resources, benefit administration, finance, intake, medical records, quality control, sales and facilities maintenance.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,799,303ExpenseAmt
Revenue$4,024,880RevenueAmt
DescProvide home health care services to private pay patients needing assistance. Service is provided through home health aides, companions and nurse case managers. During the year ended September 30, 2021, unpaid volunteers contributed more than 2,900 hours of their time in direct support of the organization. Volunteers assisted in various program areas. Based upon the hourly volunteer rate of approximately $29/hr. In 2021 for the state of Florida per the Bureau of Labor Statistics, the dollar value of those volunteer hours was approximately $85,300. A total of 14,341 hours of volunteer services valued at $409,300 were provided in total to the agency and its related parties. No amounts have been reflected in this return for those donated services.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$225,623ExpenseAmt
Revenue$440,769RevenueAmt
DescProvide community clinics for residents to receive annual flu and pneumonia shots, community wellness clinics providing blood pressure/blood sugar monitoring mobile health clinic, health care on wheels, providing non-urgent sick visits as well as school and work physicals in 4 different locations throughout Indian River County.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$4,777,625TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document39IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee654EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lundy FieldsBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7729785550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11110 35th LaneAddressLine1Txt
CityVero BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32960ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
William Stengel
Chairman5.007.00Yes (X)Yes (X)$0$0$0
Tom Segura
Vice Chairman5.005.00Yes (X)Yes (X)$0$0$0
Jack Weisbaum
Treasurer5.005.00Yes (X)Yes (X)$0$0$0
Kimberle Beckett
Secretary2.002.00Yes (X)Yes (X)$0$0$0
Angelia Perry
Assistant Secretary1.001.00Yes (X)Yes (X)$0$0$0
David Becker MD
Director1.001.00Yes (X)$0$0$0
Robin Blanton
Director1.000.00Yes (X)$0$0$0
Hon Cynthia Cox
Director1.000.00Yes (X)$0$0$0
Deborah Crum
Director1.002.00Yes (X)$0$0$0
Ford Fegert
Director1.004.00Yes (X)$0$0$0
Debra Fromang
Director1.005.00Yes (X)$0$0$0
Elaine Hameister
Director1.001.00Yes (X)$0$0$0
Kathy Hendrix
Director1.000.00Yes (X)$0$0$0
Carol Kanarek
Director1.001.00Yes (X)$0$0$0
Susan Marzano
Director1.005.00Yes (X)$0$0$0
Ann Marie McCrystal
Director1.008.00Yes (X)$0$0$0
Donald E Nickelson
Director1.005.00Yes (X)$0$0$0
Fran Pieck
Director1.000.00Yes (X)$0$0$0
Sue Tompkins
Director1.000.00Yes (X)$0$0$0
Lundy Fields
President/CEO15.0025.00Yes (X)Yes (X)$330,246$0$36,620
Chester Kaletowski
Past Director1.000.00Yes (X)$0$0$0
Karen Schievelbein
Past Vice Chairman5.005.00Yes (X)$0$0$0
Dan Bach
CFO23.0017.00Yes (X)$225,742$0$9,081
Kathleen Orton
VP of Clinical Operations40.000.00$167,856$0$7,907Yes (X)
Patrick Langan
VP of People and Culture40.000.00$128,901$0$8,461Yes (X)
Margaret Olsen
Therapy Manager40.000.00$116,178$0$8,470Yes (X)
Bret Sundblad
Director of Information Technology40.000.00$118,884$0$8,191Yes (X)
Leila Abad
Physical Therapist40.000.00$113,103$0$8,421Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,200,910TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$87,151TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Avacare Inc
7355 W Friendly Ave Ste EGreensboroNC27410Pharmacy$573,746
Michael Venazio MD
1627 US Hwy 1 Ste 201SebastianFL32958Medical Director$511,844
Core Medical Group
655 SWillow St Suite 12BManchesterNH03103Medical Records Coding/Review$105,551
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Federated Campaigns$411FederatedCampaignsAmt
Related Organizations$222,380RelatedOrganizationsAmt
Government Grants$5,935,928GovernmentGrantsAmt
All Other Contributions$719AllOtherContributionsAmt
Total Contributions$6,159,438TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Management Fees621610$8,851,621$8,851,621
Patient Service621610$4,465,649$4,465,649
Rebates & Discounts621610$3,832$3,832
Other Non-Operating Revenue621610$700$700
Records Fees621610$165$165
FieldValueIRS element (for citing)
Total Program Service Revenue$13,321,967TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,481,405TotalRevenueColumnAmt
Related Or Exempt Func Income$13,321,967RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$601,689TotalAmt
Management And General$601,689ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,160,763TotalAmt
Program Services$2,666,389ProgramServicesAmt
Management And General$4,494,374ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$74,701TotalAmt
Program Services$31,614ProgramServicesAmt
Management And General$43,087ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$737,699TotalAmt
Program Services$264,860ProgramServicesAmt
Management And General$472,839ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$590,331TotalAmt
Program Services$203,959ProgramServicesAmt
Management And General$386,372ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$71,031TotalAmt
Management And General$71,031ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$76,008TotalAmt
Management And General$76,008ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$308,291TotalAmt
Program Services$106,515ProgramServicesAmt
Management And General$201,776ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$175,618TotalAmt
Management And General$175,618ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$54,366TotalAmt
Program Services$18,783ProgramServicesAmt
Management And General$35,583ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$275,915TotalAmt
Program Services$95,329ProgramServicesAmt
Management And General$180,586ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$49,209TotalAmt
Program Services$17,002ProgramServicesAmt
Management And General$32,207ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$153,506TotalAmt
Program Services$53,036ProgramServicesAmt
Management And General$100,470ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$41,777TotalAmt
Program Services$14,434ProgramServicesAmt
Management And General$27,343ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$228,654TotalAmt
Program Services$79,000ProgramServicesAmt
Management And General$149,654ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$202,136TotalAmt
Program Services$69,838ProgramServicesAmt
Management And General$132,298ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Equipment Rental/Repair$937,476$323,898$613,578
Other Expenses$834,435$288,297$546,138
Home Office Allocation$793,306$274,087$519,219
Telephone$270,584$270,584

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,637,495TotalAmt
Program Services$4,777,625ProgramServicesAmt
Management And General$8,859,870ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$3,424,163EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$273,723BOYAmt
EOY$278,849EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$240,711BOYAmt
EOY$206,512EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,736,881LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,402,107LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$218,154BOYAmt
EOY$334,774EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,080,000BOYAmt
EOY$960,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,854,500BOYAmt
EOY$57,501EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,667,088BOYAmt
EOY$5,261,799EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,834,650BOYAmt
EOY$1,114,988EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,735,689BOYAmt
EOY$206,152EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,570,339BOYAmt
EOY$1,321,140EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$1,903,251BOYAmt
EOY$3,940,659EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$1,903,251BOYAmt
EOY$3,940,659EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,667,088BOYAmt
EOY$5,261,799EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,843,910ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations3SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
VNA Hospice of Indian River County Inc
59240213610Yes (1)$0$0
Visiting Nurse Association of Indian River County Inc
59164549710Yes (1)$0$0
VNA Space Coast Inc
65400230110Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total3SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$416OtherActivitiesAmt
Total Lobbying Expenditures$416TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationLobbying activities - the organization paid membership dues to NHPCO that engages in lobbying activities.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$325,037OtherCostOrOtherBasisAmt
Depreciation$325,037DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,749,735OtherCostOrOtherBasisAmt
Depreciation$1,665,012DepreciationAmt
Book Value$84,723BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$662,109OtherCostOrOtherBasisAmt
Depreciation$412,058DepreciationAmt
Book Value$250,051BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$334,774TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLease PayableDesc
Amt$206,152Amt
FieldValueIRS element (for citing)
Total Liability$206,152TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$19,481,405TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$19,481,405RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,481,405TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,637,495TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$13,637,495ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,637,495TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationThe Association consists of public charities under Section 501(c)(3) of the Internal Revenue Code. As public charities, the Association is exempt from state and federal income taxes on income earned in accordance with its tax-exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax positions and concluded that the Association has no unrelated business income or uncertain tax positions that require adjustment to the financial statements.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Lundy Fields
President/CEO$304,038$0$0$0$26,208$0$16,800$0$19,820$0$366,866$0$0$0
Dan Bach
CFO$225,484$0$0$0$258$0$0$0$9,081$0$234,823$0$0$0
Kathleen Orton
VP of Clinical Operations$167,460$0$0$0$396$0$0$0$7,907$0$175,763$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aMonthly car allowance of $500/month to Lundy Fields, President/CEO.
Part I, Line 3The President/CEO has an employment agreemement which is approved by the Executive Committee of the Board of Directors.
Part I, Line 4bLundy Fields, President/CEO - contributions of $16,800 to Plan 457b Deferred Compensation Retirement Plan.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bThe 990 is presented to the Finance Committee of the Board of Directors for review, input and approval. A complete copy of the final return with all schedules and attachments is provided to all members of the Board of Directors for approval prior to filing.
Form 990, Part VI, Section B, line 12cConflict of interest policy is reviewed and signed each year by board members.
Form 990, Part VI, Section B, line 15The Compensation Committee of the Board of Directors makes recommendations to the Board of Directors for approval of the salary of the CEO and provides input into the compensation of other top management officials using various sources including independent compensation consultants, salary surveys, the 990s of other organizations, and periodic compensation studies. Salaries are set based on job requirements, education, area, and agency budget. The use of written employment contracts is used for the President/CEO and other positions where deemed appropriate.
Form 990, Part VI, Section C, line 19The organization's audited financial statements are available upon request to the public.
Form 990, Part X, Line 10: Land, Buildings, and Equipment:Section 1.263(a)-3(n) Election: Visiting Nurse Association of the Treasure Coast, Inc. 1110 35th Lane Vero Beach, FL 32960 EIN: 59-2664912 Section 1.263(a)-3(n) Election: Visiting Nurse Association of the Treasure Coast is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Visiting Nurse Association of Indian River County Inc
1110 35th LaneVero BeachFL03260591645497Provider Home Health Care ServicesFL501(C)(3)Line 10Visiting Nurse Association of the Treasure Coast IncYes (1)
VNA Space Coast Inc
1600 Sarno RoadMelbourneFL32935651002301Provider Home Health Care ServicesFL501(C)(3)Line 10Visiting Nurse Association of the Treasure Coast IncYes (1)
Visiting Nurse Association & Hospice Foundation Inc
1110 35th LaneVero BeachFL03260592804739Fundraising for its tax exempt entitesFL501(C)(3)Line 12A, IVisiting Nurse Association of the Treasure Coast IncYes (1)
VNA Hospice of Indian River County Inc
1110 35th LaneVero BeachFL03260592402136Provide care to the terminally ill and their familiesFL501(C)(3)Line 10Visiting Nurse Association of the Treasure Coast IncYes (1)
Space Coast Private Care Inc
1600 Sarno Road Suite 201MelbourneFL32935843225326Provider Home Health Care ServicesFL501(C)(3)Line 10Visiting Nurse Association of the Treasure Coast IncYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Visiting Nurse Association & Hospice Foundation Inc
C$222,380FMV
VNA Hospice of Indian River County Inc
D$1,452,787FMV
Visiting Nurse Assocation of Indian River County Inc
D$9,180,111FMV
VNA Space Coast Inc
D$3,049,310FMV
Visiting Nurse Association & Hospice Foundation Inc
E$400,000FMV
Visiting Nurse Association & Hospice Foundation Inc
N$793,306FMV
Space Coast Private Care Inc
D$228,082FMV