VNA HEALTH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VNA HEALTH (EIN 95-1641969)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202233079349303173
- Schema version
- 2021v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T16:46:51-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952089835 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTLETT PRINGLE & WOLF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1123 CHAPALA ST PO BOX 90860 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 931900860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951641969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VNA HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VNAH | BusinessNameControlTxt |
| Phone | 8059655555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 EAST MONTECITO STREET 200 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN WALLACE | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8059655555 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | WALLACE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J BRITTON | PreparerPersonNm |
| PTIN | P00290353 | PTIN |
| Phone | 8059637811 | PhoneNum |
| Preparation | 2022-08-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN WALLACE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 EAST MONTECITO STREET 200 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,912,331 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VNA.HEALTH | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1908 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HOME HEALTH AND HOSPICE CARE | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 322 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,888,365 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,964,625 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,596,662 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,149,559 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,665 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,910 | CYInvestmentIncomeAmt |
| PY Other Revenue | $812,159 | PYOtherRevenueAmt |
| CY Other Revenue | $789,237 | CYOtherRevenueAmt |
| PY Total Revenue | $33,302,851 | PYTotalRevenueAmt |
| CY Total Revenue | $32,912,331 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,178,517 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,154,687 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,235,667 | PYOtherExpensesAmt |
| CY Other Expenses | $11,028,613 | CYOtherExpensesAmt |
| PY Total Expenses | $32,414,184 | PYTotalExpensesAmt |
| CY Total Expenses | $33,183,300 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $888,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$270,969 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,325,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,645,023 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,264,440 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,854,701 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$3,938,709 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$4,209,678 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | VNA HEALTH PROVIDES HOME HEALTH AND HOSPICE SERVICES TO PATIENTS IN SANTA BARBARA AND THE SURROUNDING AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,130,710 | ExpenseAmt |
| Revenue | $10,209,356 | RevenueAmt |
| Desc | THE HOME HEALTH PROGRAM COMBINES THE NEWEST ADVANCES IN TECHNOLOGY IN THE PROVISION OF HOME HEALTH SERVICES (NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH-LANGUAGE PATHOLOGY, MEDICAL SOCIAL WORK AND HOME HEALTH AIDE SERVICES) AND TRADITIONAL COMPASSIONATE CARE TO ENHANCE A PATIENT'S HEALTH, INDEPENDENCE AND QUALITY OF LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,993,884 | ExpenseAmt |
| Revenue | $15,808,384 | RevenueAmt |
| Desc | HOSPICE CARE IS TAILORED TO THE NEEDS OF PEOPLE WHO FACE A LIFE-LIMITING ILLNESS, OFFERING COMFORT AND QUALITY OF LIFE WHEN MEDICAL TREATMENT CAN NO LONGER OFFER A CURE. THE CARE IS FAMILY-CENTERED AND TAKES PLACE IN A PATIENT'S HOME OR RESIDENTIAL CARE FACILITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,448,655 | ExpenseAmt |
| Revenue | $2,930,825 | RevenueAmt |
| Desc | SERENITY HOUSE IS AN 18-BED RESIDENTIAL FACILITY THAT PROVIDES THE SAME CARE AS HOSPICE IN AN INPATIENT HOSPICE FACILITY INSTEAD OF THE PATIENT'S HOME. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,028,568 | ExpenseAmt |
| Revenue | $200,994 | RevenueAmt |
| Desc | THE AGENCY'S COMMUNITY BENEFIT PROGRAMS, WHICH ARE SUPPORTED THROUGH THE FOUNDATION, INCLUDE MEDICAL EQUIPMENT, PALLIATIVE CARE, MUSIC THERAPY, DISEASE MANAGEMENT, INTEGRATED THERAPIES, PET THERAPY AND COMMUNITY EDUCATION. THESE PROGRAMS ARE PROVIDED AT NO COST TO ELIGIBLE PARTICIPANTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,028,568 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $200,994 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,601,817 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 322 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN WALLACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8059655555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 EAST MONTECITO STREET 200 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL C BORDOFSKY | |||||||||
| HOSPICE MEDICAL DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGG DESMOND HACKETHAL | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAMELA DILLMAN HASKELL | |||||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| KENNETH LEE KRAUS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| FREDERIC CHARLES KASS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| EUSEBIO CORDOVA JR | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK J MATTINGLY | |||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CHRISTOPHER J THRASH | |||||||||
| ETHICS COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEX WILLIAM CRAIGIE | |||||||||
| AUDIT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHERINE SUZANNE SCHOMER | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LYNDA TANNER | |||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $454,144 | $0 | $110,082 | Yes (X) | 1.00 | ||
| KAREN HANDY | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NEIL D LEVINSON | |||||||||
| VICE-CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BEN PHILLIPS | |||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN WALLACE | |||||||||
| CFO | 40.00 | $233,030 | $0 | $18,107 | Yes (X) | ||||
| ANDREA GARZON | |||||||||
| CHIEF HR OFFICER AND GENER | 40.00 | $211,516 | $0 | $15,802 | Yes (X) | ||||
| DUSTY KEEGAN | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | $207,808 | $0 | $17,345 | Yes (X) | ||||
| REBECCA BENARD | |||||||||
| EXECUTIVE DIRECTOR FOUNDATION | 1.00 | $0 | $155,224 | $15,062 | Yes (X) | 40.00 | |||
| MARY BETH GOMEZ | |||||||||
| DIRECTOR, HOME HEALTH | 40.00 | $171,989 | $0 | $21,807 | Yes (X) | ||||
| MATTHEW BROWN | |||||||||
| DIRECTOR OF INFORMATION SY | 40.00 | $196,064 | $0 | $16,680 | Yes (X) | ||||
| MARCELLE COALE | |||||||||
| DIRECTOR, SERENTIY HOUSE | 40.00 | $164,972 | $0 | $15,346 | Yes (X) | ||||
| JOANN E MASON | |||||||||
| DIRECTOR OF SANTA YNEZ VAL | 40.00 | $156,856 | $0 | $6,568 | Yes (X) | ||||
| SYLVIA MARCELINE BARNES | |||||||||
| REGISTERED NURSE CASE MANAGER, HOME HEALTH | 40.00 | $146,408 | $0 | $8,520 | Yes (X) | ||||
| RICK KEITH | |||||||||
| FORMER EXECUTIVE DIRECTOR FOUNDATION | 0.00 | $0 | $101,132 | $7,697 | 40.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,942,787 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $256,356 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $253,016 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORE MEDICAL GROUP | |||||
| 2 KEEWAYDIN DRIVE | SALEM | NH | 03079 | CONTRACT LABOR | $1,026,897 |
| PALLIATIVE CARE CONSULTANTS OF SB | |||||
| 3463 STATE STREET SUITE 289 | SANTA BARBARA | CA | 93105 | PHYSICIANS | $880,676 |
| COVENANT CARE CALIFORNIA LLC | |||||
| 27071 ALISO CREEK ROAD SUITE 100 | ALISO VIEJO | CA | 92656 | SKILLED NURSING FACILITY | $524,691 |
| OPTUM HOSPICE PHARMACY SERVICE | |||||
| 28454 NETWORK PLACE | CHICAGO | IL | 606731287 | PHARMACY | $499,978 |
| LOMPOC SKILLED NURSING & REHABILITATION | |||||
| 1428 W NORTH AVE | LOMPOC | CA | 93436 | SKILLED NURSING FACILITY | $420,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,592,705 | RelatedOrganizationsAmt |
| Government Grants | $371,920 | GovernmentGrantsAmt |
| Total Contributions | $2,964,625 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Business | 621610 | BusinessCd |
| Total Revenue Column | $29,149,559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,149,559 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,149,559 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,910 | TotalRevenueColumnAmt |
| Exclusion | $8,910 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $312,077 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $312,077 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $312,077 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $312,077 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMIN ALLOCATION RECEIVED FROM AF | 900099 | $425,808 | $425,808 |
| OTHER OPERATING REVENUE | 900099 | $51,352 | $51,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $477,160 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,912,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,938,796 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,910 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,267,834 | TotalAmt |
| Management And General | $1,267,834 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,366,788 | TotalAmt |
| Program Services | $14,599,956 | ProgramServicesAmt |
| Management And General | $2,766,832 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,520,065 | TotalAmt |
| Program Services | $2,741,516 | ProgramServicesAmt |
| Management And General | $778,549 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,438 | TotalAmt |
| Program Services | $118,631 | ProgramServicesAmt |
| Management And General | $351,807 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,188 | TotalAmt |
| Management And General | $5,188 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,360 | TotalAmt |
| Program Services | $47,485 | ProgramServicesAmt |
| Management And General | $45,875 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,669,407 | TotalAmt |
| Program Services | $864,965 | ProgramServicesAmt |
| Management And General | $804,442 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $377,407 | TotalAmt |
| Program Services | $366,526 | ProgramServicesAmt |
| Management And General | $10,881 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,996 | TotalAmt |
| Program Services | $34,505 | ProgramServicesAmt |
| Management And General | $97,491 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,894 | TotalAmt |
| Management And General | $1,894 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,425 | TotalAmt |
| Program Services | $6,425 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,813 | TotalAmt |
| Management And General | $238,813 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT LABOR | $2,649,840 | $2,649,706 | $134 |
| BOARD AND CARE | $1,705,670 | $1,705,670 | |
| MEDICAL SUPPLIES | $1,612,620 | $1,612,620 | |
| EQUIP. RENT AND REPAIR | $718,724 | $45,332 | $673,392 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,346,831 | TotalAmt |
| Program Services | $808,480 | ProgramServicesAmt |
| Management And General | $538,351 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,183,300 | TotalAmt |
| Program Services | $25,601,817 | ProgramServicesAmt |
| Management And General | $7,581,483 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,854,397 | BOYAmt |
| EOY | $1,825,654 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,294,181 | BOYAmt |
| EOY | $3,733,988 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,119 | BOYAmt |
| EOY | $30,119 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,527 | BOYAmt |
| EOY | $456,719 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,441 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,154 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,796 | BOYAmt |
| EOY | $11,287 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,711 | BOYAmt |
| EOY | $437,256 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,325,731 | BOYAmt |
| EOY | $6,645,023 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,512,205 | BOYAmt |
| EOY | $3,563,186 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,596 | BOYAmt |
| EOY | $286,775 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,869 | BOYAmt |
| EOY | $6,541 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,213,770 | BOYAmt |
| EOY | $6,998,199 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,264,440 | BOYAmt |
| EOY | $10,854,701 | 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 | -$3,938,709 | BOYAmt |
| EOY | -$4,209,678 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,938,709 | BOYAmt |
| EOY | -$4,209,678 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,325,731 | BOYAmt |
| EOY | $6,645,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$270,969 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $2,411,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,457,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,940,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,888,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,964,625 | CurrentTaxYearAmt |
| Total | $14,661,592 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,618,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,394,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,469,384 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,596,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,149,560 | CurrentTaxYearAmt |
| Total | $126,228,785 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,029,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,851,845 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,409,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,485,027 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,114,185 | CurrentTaxYearAmt |
| Total | $140,890,377 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,411,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,457,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,940,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,791,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,592,705 | CurrentTaxYearAmt |
| Total | $13,193,265 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,411,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,457,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,940,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,791,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,592,705 | CurrentTaxYearAmt |
| Total | $13,193,265 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $127,697,112 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $585,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $416,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $411,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $320,987 | CurrentTaxYearAmt |
| Total | $2,052,362 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $585,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $416,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $411,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $320,987 | CurrentTaxYearAmt |
| Total | $2,052,362 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,615,266 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,268,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,820,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,802,769 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,435,172 | CurrentTaxYearAmt |
| Total | $142,942,739 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88160 | PublicSupportPY509Pct |
| Investment Income CY | 0.01440 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01750 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,854,861 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $3,276,061 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,641,235 | OtherExpendituresAmt |
| End Year Balance | $36,491,687 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,365,970 | BeginningYearBalanceAmt |
| Contributions | $152,815 | ContributionsAmt |
| Investment Earnings Or Losses | $4,696,662 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$1,360,586 | OtherExpendituresAmt |
| End Year Balance | $34,854,861 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,984,379 | BeginningYearBalanceAmt |
| Contributions | $4,533,636 | ContributionsAmt |
| Investment Earnings Or Losses | $5,353,352 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$5,505,397 | OtherExpendituresAmt |
| End Year Balance | $31,365,970 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,792,675 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$888,914 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$919,382 | OtherExpendituresAmt |
| End Year Balance | $26,984,379 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,790,596 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,112,632 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$4,110,553 | OtherExpendituresAmt |
| End Year Balance | $28,792,675 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99600 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00400 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,073 | DepreciationAmt |
| Book Value | $5,042 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,326 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,081 | DepreciationAmt |
| Book Value | $6,245 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,287 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATION | Desc |
| Amt | $6,998,199 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,998,199 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,893,818 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,893,818 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,018,513 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,018,513 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,912,331 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,164,787 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,164,787 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,018,513 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,018,513 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,183,300 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2018 AND BY THE STATE OF CALIFORNIA TAX AUTHORITIES FOR YEARS BEFORE 2017. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATION ALLOCATION 425,808. CONTRIBUTION FROM AFFILIATE 2,592,705. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADMINISTRATION ALLOCATION 425,808. CONTRIBUTION FROM AFFILIATE 2,592,705. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CHARITY CARE SERVICES FOR HOME, HEALTH AND HOSPICE CARE. | GrantTypeTxt |
| Recipient | 312 | RecipientCnt |
| Non Cash Assistance | $195,617 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | CHARGES FORGONE FOR CHARITY CARE SERVICES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNDA TANNER | ||||||||||||||
| PRESIDENT AND CEO | $454,144 | $0 | $0 | $0 | $0 | $0 | $101,600 | $0 | $8,482 | $0 | $564,226 | $0 | $0 | $0 |
| KAREN WALLACE | ||||||||||||||
| CFO | $233,030 | $0 | $0 | $0 | $0 | $0 | $9,334 | $0 | $8,773 | $0 | $251,137 | $0 | $0 | $0 |
| ANDREA GARZON | ||||||||||||||
| CHIEF HR OFFICER AND GENER | $211,516 | $0 | $0 | $0 | $0 | $0 | $8,491 | $0 | $7,311 | $0 | $227,318 | $0 | $0 | $0 |
| DUSTY KEEGAN | ||||||||||||||
| CHIEF OPERATING OFFICER | $207,808 | $0 | $0 | $0 | $0 | $0 | $8,572 | $0 | $8,773 | $0 | $225,153 | $0 | $0 | $0 |
| MATTHEW BROWN | ||||||||||||||
| DIRECTOR OF INFORMATION SY | $196,064 | $0 | $0 | $0 | $0 | $0 | $7,907 | $0 | $8,773 | $0 | $212,744 | $0 | $0 | $0 |
| MARY BETH GOMEZ | ||||||||||||||
| DIRECTOR, HOME HEALTH | $171,989 | $0 | $0 | $0 | $0 | $0 | $7,296 | $0 | $14,511 | $0 | $193,796 | $0 | $0 | $0 |
| MARCELLE COALE | ||||||||||||||
| DIRECTOR, SERENTIY HOUSE | $164,972 | $0 | $0 | $0 | $0 | $0 | $6,602 | $0 | $8,744 | $0 | $180,318 | $0 | $0 | $0 |
| REBECCA BENARD | ||||||||||||||
| EXECUTIVE DIRECTOR FOUNDATION | $0 | $155,224 | $0 | $0 | $0 | $0 | $0 | $6,344 | $0 | $8,718 | $0 | $170,286 | $0 | $0 |
| JOANN E MASON | ||||||||||||||
| DIRECTOR OF SANTA YNEZ VAL | $156,856 | $0 | $0 | $0 | $0 | $0 | $6,288 | $0 | $280 | $0 | $163,424 | $0 | $0 | $0 |
| SYLVIA MARCELINE BARNES | ||||||||||||||
| REGISTERED NURSE CASE MANAGER, HOME | $146,408 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,520 | $0 | $154,928 | $0 | $0 | $0 |
| RICK KEITH | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR FOUNDATION | $0 | $101,132 | $0 | $0 | $0 | $0 | $0 | $4,042 | $0 | $3,655 | $0 | $108,829 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNDA TANNER | PersonNm |
| Relationship With Org | CEO | RelationshipWithOrgTxt |
| Loan Purpose | TO ASSIST WITH HOUSING RELOCATION COSTS | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $150,000 | OriginalPrincipalAmt |
| Balance Due | $150,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $150,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BORDOFSKY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $880,676 | TransactionAmt |
| Transaction | PHYSICIAN PRACTICE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART XII, LINE 2C | THERE ARE NO CHANGES TO THE PROCESS FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VNA HEALTH FOUNDATION | ||
| C | $2,592,705 | ACCOUNTING SYSTEM |
| VNA HEALTH FOUNDATION | ||
| K | $1,362,039 | ACCOUNTING SYSTEM |
| VNA HEALTH FOUNDATION | ||
| Q | $425,808 | ACCOUNTING SYSTEM |
| VNA HEALTH FOUNDATION | ||
| M | $2,592,705 | ACCOUNTING SYSTEM |
| VNA HEALTH FOUNDATION | ||
| N | $1,362,039 | ACCOUNTING SYSTEM |
| VNA HEALTH FOUNDATION | ||
| O | $425,808 | ACCOUNTING SYSTEM |
| VNA HEALTH FOUNDATION | ||
| L | $425,808 | ACCOUNTING SYSTEM |
| VNA HEALTH FOUNDATION | ||
| E | $6,998,199 | ACCOUNTING SYSTEM |