2022-06-27T07:18:00-05:00 2021-09-30 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990 2020-10-01 592664912 Visiting Nurse Assocation of the Treasure Coast Inc VISI 7725675551 1110 35th Lane Vero Beach FL 32960 Daniel Bach Chief Financial Officer 7725675551 2022-06-23 1 Daniel Bach 999009999 Melissa Magoon CPA P01712842 6036697337 2022-06-23 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Lundy Fields 1110 35th Lane Vero Beach FL 32960 19481405 0 X www.vnatc.com X 1986 FL To provide compassionate, innovative care of the highest quality for patients and caregivers. 20 19 654 55 0 0 295449 6159438 12009177 13321967 541 0 0 0 12305167 19481405 0 0 0 0 8429453 9165183 0 0 0 3994200 4472312 12423653 13637495 -118486 5843910 4667088 5261799 6570339 1321140 -1903251 3940659 To provide compassionate, innovative care of the highest quality, setting the standard for patients and caregivers needing home health, hospice, and community health services. 0 0 1752699 8856318 Provides 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. 2799303 4024880 Provide 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. 225623 440769 Provide 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. 4777625 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 39 0 1 654 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X Lundy Fields 7729785550 1110 35th Lane Vero Beach FL 32960 William Stengel Chairman 5.00 7.00 X X 0 0 0 Tom Segura Vice Chairman 5.00 5.00 X X 0 0 0 Jack Weisbaum Treasurer 5.00 5.00 X X 0 0 0 Kimberle Beckett Secretary 2.00 2.00 X X 0 0 0 Angelia Perry Assistant Secretary 1.00 1.00 X X 0 0 0 David Becker MD Director 1.00 1.00 X 0 0 0 Robin Blanton Director 1.00 0.00 X 0 0 0 Hon Cynthia Cox Director 1.00 0.00 X 0 0 0 Deborah Crum Director 1.00 2.00 X 0 0 0 Ford Fegert Director 1.00 4.00 X 0 0 0 Debra Fromang Director 1.00 5.00 X 0 0 0 Elaine Hameister Director 1.00 1.00 X 0 0 0 Kathy Hendrix Director 1.00 0.00 X 0 0 0 Carol Kanarek Director 1.00 1.00 X 0 0 0 Susan Marzano Director 1.00 5.00 X 0 0 0 Ann Marie McCrystal Director 1.00 8.00 X 0 0 0 Donald E Nickelson Director 1.00 5.00 X 0 0 0 Fran Pieck Director 1.00 0.00 X 0 0 0 Sue Tompkins Director 1.00 0.00 X 0 0 0 Lundy Fields President/CEO 15.00 25.00 X X 330246 0 36620 Chester Kaletowski Past Director 1.00 0.00 X 0 0 0 Karen Schievelbein Past Vice Chairman 5.00 5.00 X 0 0 0 Dan Bach CFO 23.00 17.00 X 225742 0 9081 Kathleen Orton VP of Clinical Operations 40.00 0.00 X 167856 0 7907 Patrick Langan VP of People and Culture 40.00 0.00 X 128901 0 8461 Margaret Olsen Therapy Manager 40.00 0.00 X 116178 0 8470 Bret Sundblad Director of Information Technology 40.00 0.00 X 118884 0 8191 Leila Abad Physical Therapist 40.00 0.00 X 113103 0 8421 1200910 0 87151 19 0 1 0 Avacare Inc 7355 W Friendly Ave Ste E Greensboro NC 27410 Pharmacy 573746 Michael Venazio MD 1627 US Hwy 1 Ste 201 Sebastian FL 32958 Medical Director 511844 Core Medical Group 655 SWillow St Suite 12B Manchester NH 03103 Medical Records Coding/Review 105551 3 411 222380 5935928 719 6159438 Management Fees 621610 8851621 8851621 Patient Service 621610 4465649 4465649 Rebates & Discounts 621610 3832 3832 Other Non-Operating Revenue 621610 700 700 Records Fees 621610 165 165 13321967 19481405 13321967 0 0 601689 601689 7160763 2666389 4494374 74701 31614 43087 737699 264860 472839 590331 203959 386372 71031 71031 76008 76008 308291 106515 201776 175618 175618 54366 18783 35583 275915 95329 180586 49209 17002 32207 153506 53036 100470 41777 14434 27343 228654 79000 149654 202136 69838 132298 Equipment Rental/Repair 937476 323898 613578 Other Expenses 834435 288297 546138 Home Office Allocation 793306 274087 519219 Telephone 270584 270584 13637495 4777625 8859870 0 X 3424163 273723 278849 240711 206512 2736881 2402107 218154 334774 1080000 960000 2854500 57501 4667088 5261799 1834650 1114988 4735689 206152 6570339 1321140 X -1903251 3940659 -1903251 3940659 4667088 5261799 5843910 0 X 0 1 X 1 0 X X 3 VNA Hospice of Indian River County Inc 592402136 10 1 0 0 Visiting Nurse Association of Indian River County Inc 591645497 10 1 0 0 VNA Space Coast Inc 654002301 10 1 0 0 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 416 416 0 Part II-B, Line 1: Lobbying activities - the organization paid membership dues to NHPCO that engages in lobbying activities. 325037 325037 0 1749735 1665012 84723 662109 412058 250051 334774 Lease Payable 206152 206152 X 19481405 0 19481405 0 19481405 13637495 0 13637495 0 13637495 Part X, Line 2: The 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. 1 X X X X X X 0 1 0 0 0 0 0 0 0 Lundy Fields President/CEO 304038 0 0 0 26208 0 16800 0 19820 0 366866 0 0 0 Dan Bach CFO 225484 0 0 0 258 0 0 0 9081 0 234823 0 0 0 Kathleen Orton VP of Clinical Operations 167460 0 0 0 396 0 0 0 7907 0 175763 0 0 0 Part I, Line 1a Monthly car allowance of $500/month to Lundy Fields, President/CEO. Part I, Line 3 The President/CEO has an employment agreemement which is approved by the Executive Committee of the Board of Directors. Part I, Line 4b Lundy Fields, President/CEO - contributions of $16,800 to Plan 457b Deferred Compensation Retirement Plan. Form 990, Part VI, Section B, line 11b The 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 12c Conflict of interest policy is reviewed and signed each year by board members. Form 990, Part VI, Section B, line 15 The 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 19 The 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). Visiting Nurse Association of Indian River County Inc 1110 35th Lane Vero Beach FL 03260 591645497 Provider Home Health Care Services FL 501(C)(3) Line 10 Visiting Nurse Association of the Treasure Coast Inc 1 VNA Space Coast Inc 1600 Sarno Road Melbourne FL 32935 651002301 Provider Home Health Care Services FL 501(C)(3) Line 10 Visiting Nurse Association of the Treasure Coast Inc 1 Visiting Nurse Association & Hospice Foundation Inc 1110 35th Lane Vero Beach FL 03260 592804739 Fundraising for its tax exempt entites FL 501(C)(3) Line 12A, I Visiting Nurse Association of the Treasure Coast Inc 1 VNA Hospice of Indian River County Inc 1110 35th Lane Vero Beach FL 03260 592402136 Provide care to the terminally ill and their families FL 501(C)(3) Line 10 Visiting Nurse Association of the Treasure Coast Inc 1 Space Coast Private Care Inc 1600 Sarno Road Suite 201 Melbourne FL 32935 843225326 Provider Home Health Care Services FL 501(C)(3) Line 10 Visiting Nurse Association of the Treasure Coast Inc 1 0 0 1 1 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 Visiting Nurse Association & Hospice Foundation Inc C 222380 FMV VNA Hospice of Indian River County Inc D 1452787 FMV Visiting Nurse Assocation of Indian River County Inc D 9180111 FMV VNA Space Coast Inc D 3049310 FMV Visiting Nurse Association & Hospice Foundation Inc E 400000 FMV Visiting Nurse Association & Hospice Foundation Inc N 793306 FMV Space Coast Private Care Inc D 228082 FMV