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HOPEHEALTH COMMUNITY VISITING NURSE AGENCY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HOPEHEALTH COMMUNITY VISITING NURSE AGENCY INC (EIN 04-2475924)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-15
IRS object ID
202502279349301765
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-15T09:48:09-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line166 HUDSON BLVD E SUITE 2200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042475924EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOPEHEALTH COMMUNITY VNA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOPEBusinessNameControlTxt
Phone5082220118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 EMORY STREETAddressLine1Txt
CityATTLEBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02703ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANA FRANCHITTOPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone5082220118PhoneNum
Signature2025-08-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY-EVELYN ANTONETTIPreparerPersonNm
PTINP00431862PTIN
Phone2126976900PhoneNum
Preparation2025-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDIANA FRANCHITTOPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 EMORY STREETAddressLine1Txt
CityATTLEBOROCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02703ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,729,665GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHOPEHEALTHCO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1971FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PROVIDE SERVICES AND RESOURCES THAT ENHANCE COMMUNITY'S CAPACITY TO ACHIEVE OPTIMAL HEALTH, WELLNESS AND QUALITY OF LIFE.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee95TotalEmployeeCnt
Total Volunteers27TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$154,962PYContributionsGrantsAmt
CY Contributions Grants$87,774CYContributionsGrantsAmt
PY Program Service Revenue$6,173,336PYProgramServiceRevenueAmt
CY Program Service Revenue$5,154,041CYProgramServiceRevenueAmt
PY Investment Income$47,768PYInvestmentIncomeAmt
CY Investment Income-$309,356CYInvestmentIncomeAmt
PY Other Revenue$43,590PYOtherRevenueAmt
CY Other Revenue$298,580CYOtherRevenueAmt
PY Total Revenue$6,419,656PYTotalRevenueAmt
CY Total Revenue$5,231,039CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$37,795CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,753,022PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,149,975CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,496CYTotalFundraisingExpenseAmt
PY Other Expenses$1,891,017PYOtherExpensesAmt
CY Other Expenses$3,704,881CYOtherExpensesAmt
PY Total Expenses$9,644,039PYTotalExpensesAmt
CY Total Expenses$8,892,651CYTotalExpensesAmt
PY Revenues Less Expenses-$3,224,383PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,661,612CYRevenuesLessExpensesAmt
Total Assets BOY$9,543,047TotalAssetsBOYAmt
Total Assets EOY$8,667,610TotalAssetsEOYAmt
Total Liabilities BOY$2,578,986TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,731,675TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,964,061NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,935,935NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR PURPOSE IS TO OFFER OUR SKILLS AND HEARTS TO HELP PATIENTS AND FAMILIES LIVE EACH DAY WITH HOPE AND DIGNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$7,326,366ExpenseAmt
Grant$37,795GrantAmt
Revenue$5,094,783RevenueAmt
DescHOME HEALTH SERVICES: THE AGENCY PROVIDES SKILLED NURSING, REHABILITATION, HOME HEALTH AIDES, SOCIAL WORK, PALLIATIVE AND DIETARY ASSISTANCE TO PATIENTS IN THEIR HOMES.Desc
Total Program Service Expenses$7,326,366TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
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 Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee95EmployeeCnt
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 Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
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 FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NICHOLAS CHAMPAGNEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4014154564PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11085 NORTH MAIN STAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02904ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KENNETH ARNOLD
DIRECTOR0.120.35Yes (X)$0$0$0
GEORGE BABCOCK
DIRECTOR0.060.17Yes (X)$0$0$0
CARIE BAILEY
DIRECTOR0.120.35Yes (X)$0$0$0
JEFFREY BRADLEY
DIRECTOR0.140.43Yes (X)$0$0$0
REV JANET COOPER-NELSON
DIRECTOR0.120.35Yes (X)$0$0$0
DEBORAH CORNWALL
DIRECTOR0.140.43Yes (X)$0$0$0
BARBARA COTTAM
DIRECTOR (LEFT 12/2023)0.030.09Yes (X)$0$0$0
KWAME DAPAAH-AFRIYIE
DIRECTOR0.090.26Yes (X)$0$0$0
SUSAN DESANTO-MADEYA
DIRECTOR0.140.43Yes (X)$0$0$0
MICHAEL DISANDRO
DIRECTOR0.140.43Yes (X)$0$0$0
RUTH FAIN
DIRECTOR0.140.43Yes (X)$0$0$0
PETER KARCZMAR MD
DIRECTOR0.090.26Yes (X)$0$0$0
KEITH KELLY
CHAIR0.090.26Yes (X)$0$0$0Yes (X)
AUDREY KYDD
DIRECTOR0.140.43Yes (X)$0$0$0
MAYER LEVITT
DIRECTOR0.120.35Yes (X)$0$0$0
CHRISTOPHER MARSELLA
DIRECTOR0.090.26Yes (X)$0$0$0
THERESA MOORE
DIRECTOR0.120.35Yes (X)$0$0$0
VINCENT MOR
DIRECTOR0.140.43Yes (X)$0$0$0
MICHAEL MURPHY
DIRECTOR (LEFT 12/2023)0.060.17Yes (X)$0$0$0
MARCIA NEIBERG
DIRECTOR (START 12/2023)0.120.35Yes (X)$0$0$0
ARTHUR ROBBINS
DIRECTOR (LEFT 2/2024)0.090.26Yes (X)$0$0$0
FRED SCHIFFMAN
DIRECTOR (LEFT 12/2023)0.060.17Yes (X)$0$0$0
STEPHEN SOSCIA
TREASURER0.120.35Yes (X)$0$0$0Yes (X)
PAUL STAJDUHAR
DIRECTOR0.140.43Yes (X)$0$0$0
MARK TRACY
SECRETARY0.140.43Yes (X)$0$0$0Yes (X)
MARK YOUNG
DIRECTOR0.120.35Yes (X)$0$0$0
DIANA FRANCHITTO
PRESIDENT & CEO5.0928.83$0$488,735$30,174Yes (X)
ADOZINDA F KANE
CFO (LEFT 6/2024)3.9622.43$0$310,390$35,047Yes (X)
EILEEN LEDUC
MANAGER - CLINICAL TEAM45.330.00$112,725$0$14,591Yes (X)
JENNIFER GAY
PHYSICAL THERAPIST31.010.00$103,726$0$2,568Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$216,451TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$799,125TotReportableCompRltdOrgAmt
Total Other Compensation$82,380TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
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
COMMUNITY HEALTH NETWORK
747 WASHINGTON STREETHOLLISTONMA01746HEALTH SERVICES$153,840
COREMEDICAL GROUP
655 SOUTH WILLOW STREET SUITE 128MANCHESTERNH03103HEALTH SERVICES$142,142
PRIME HOME HEALTH AND COMPANION CARE
296 NORTH MAIN STREETEAST LONGMEADOWMA01028HEALTH SERVICES$114,824
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
Federated Campaigns$582FederatedCampaignsAmt
All Other Contributions$87,192AllOtherContributionsAmt
Total Contributions$87,774TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUE621610$5,146,564$5,146,564
OTHER PATIENT REVENUE621610$7,477$7,477
FieldValueIRS element (for citing)
Total Program Service Revenue$5,154,041TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$164,270TotalRevenueColumnAmt
Exclusion$164,270ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$248,652RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$248,652RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$248,652TotalRevenueColumnAmt
Exclusion$248,652ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$25,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$52,590SecuritiesAmt
Other$446,036OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$27,590SecuritiesAmt
Other-$446,036OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$473,626TotalRevenueColumnAmt
Exclusion-$473,626ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$49,928TotalRevenueColumnAmt
Exclusion$49,928ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$49,928OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,231,039TotalRevenueColumnAmt
Related Or Exempt Func Income$5,154,041RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$10,776ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$37,795TotalAmt
Program Services$37,795ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$142,460TotalAmt
Management And General$142,460ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,721,862TotalAmt
Program Services$3,820,190ProgramServicesAmt
Management And General-$98,328ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$56,935TotalAmt
Program Services$42,315ProgramServicesAmt
Management And General$14,620ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$922,490TotalAmt
Program Services$594,215ProgramServicesAmt
Management And General$328,275ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$306,228TotalAmt
Program Services$222,015ProgramServicesAmt
Management And General$84,213ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$2,195,931TotalAmt
Program Services$1,592,050ProgramServicesAmt
Management And General$603,881ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$39,694TotalAmt
Management And General$39,694ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$72,416TotalAmt
Management And General$72,416ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,780TotalAmt
Management And General$16,780ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$402,423TotalAmt
Program Services$357,084ProgramServicesAmt
Management And General$45,339ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,877TotalAmt
Management And General$2,877ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$74,581TotalAmt
Program Services$47,783ProgramServicesAmt
Management And General$26,630ManagementAndGeneralAmt
Fundraising$168FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$141,244TotalAmt
Program Services$92,054ProgramServicesAmt
Management And General$49,190ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$177,240TotalAmt
Program Services$128,499ProgramServicesAmt
Management And General$48,741ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$105,705TotalAmt
Program Services$105,705ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$620TotalAmt
Management And General$620ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$163,074TotalAmt
Program Services$118,229ProgramServicesAmt
Management And General$44,845ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$69,864TotalAmt
Management And General$69,864ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DRUGS & MEDICAL SUPPLIE$126,554$126,554
DUES & SUBSCRIPTIONS$55,935$50$55,885
BAD DEBT$26,599$26,599

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$33,344TotalAmt
Program Services$15,229ProgramServicesAmt
Management And General$15,787ManagementAndGeneralAmt
Fundraising$2,328FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,892,651TotalAmt
Program Services$7,326,366ProgramServicesAmt
Management And General$1,563,789ManagementAndGeneralAmt
Fundraising$2,496FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$190,404BOYAmt
EOY$291,652EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,501,999BOYAmt
EOY$771,733EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$798,570BOYAmt
EOY$436,814EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$216,267BOYAmt
EOY$35,135EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,775,028LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,211,448LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,163,658BOYAmt
EOY$2,563,580EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,466,670BOYAmt
EOY$4,166,877EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$155,479BOYAmt
EOY$401,819EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,543,047BOYAmt
EOY$8,667,610EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$806,920BOYAmt
EOY$582,218EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$160,864BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,611,202BOYAmt
EOY$4,149,457EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,578,986BOYAmt
EOY$4,731,675EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,280,455BOYAmt
EOY$2,539,566EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,683,606BOYAmt
EOY$1,396,369EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,964,061BOYAmt
EOY$3,935,935EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,543,047BOYAmt
EOY$8,667,610EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,661,612ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$633,486NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$385,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,266,031CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$275,877CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,962CurrentTaxYearMinus1YearAmt
Current Tax Year$87,774CurrentTaxYearAmt
Total$3,170,116TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,477,938CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,742,056CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,973,847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,173,336CurrentTaxYearMinus1YearAmt
Current Tax Year$5,154,041CurrentTaxYearAmt
Total$37,521,218TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,863,410CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,008,087CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,249,724CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,328,298CurrentTaxYearMinus1YearAmt
Current Tax Year$5,241,815CurrentTaxYearAmt
Total$40,691,334TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year$2,000CurrentTaxYearAmt
Total$2,000TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year$2,000CurrentTaxYearAmt
Total$2,000TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$40,689,334PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,825CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$292,643CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,142CurrentTaxYearMinus1YearAmt
Current Tax Year$412,922CurrentTaxYearAmt
Total$804,496TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,825CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$292,643CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,142CurrentTaxYearMinus1YearAmt
Current Tax Year$412,922CurrentTaxYearAmt
Total$804,496TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$241,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,883CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,626CurrentTaxYearMinus1YearAmt
Current Tax Year$49,928CurrentTaxYearAmt
Total$370,847TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,870,374CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,272,322CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,618,250CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,401,066CurrentTaxYearMinus1YearAmt
Current Tax Year$5,704,665CurrentTaxYearAmt
Total$41,866,677TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97190PublicSupportCY509Pct
Public Support PY5090.98490PublicSupportPY509Pct
Investment Income CY0.01920InvestmentIncomeCYPct
Investment Income PY0.00830InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:MISCELLANEOUS INCOME - 2020 AMOUNT: $ 241,410. 2021 AMOUNT: $ 75,883. 2022 AMOUNT: $ 3,626. 2023 AMOUNT: $ 49,928.
PART III, SHORT YEAR EXPLANATION:ON SEPTEMBER 1, 2021, HOPEHEALTH BECAME THE SOLE CORPORATE MEMBER OF COMMUNITY VISITING NURSE AGENCY, INC. PURSUANT TO AN AFFILIATION AGREEMENT AND LETTER AGREEMENT. DUE TO THE AFFILIATION THE ENTITY CHANGED FROM A CALENDAR YEAR TO A FISCAL YEAR BEGINNING WITH THE SHORT YEAR JANUARY 1, 2021 TO SEPTEMBER 30, 2021. THIS AMOUNT IS REPORTED IN THE 2020 COLUMN. THE AMOUNT REPORTED IN THE 2021 COLUMN REPRESENTS THE INFORMATION FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022. THE INFORMATION REPORTED FOR THE CURRENT AND FOUR PRIOR RETURNS IS AS DESCRIBED BELOW: COLUMN A - CALENDAR YEAR 2020 COLUMN B - SHORT YEAR OF 1/1/21 TO 9/30/21 COLUMN C- FISCAL YEAR ENDED 9/30/22 COLUMN D - FISCAL YEAR ENDED 9/30/23 COLUMN E - FISCAL YEAR ENDED 9/30/24

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 D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,045,173BeginningYearBalanceAmt
Investment Earnings Or Losses$232,124InvestmentEarningsOrLossesAmt
Other Expenditures$32,913OtherExpendituresAmt
End Year Balance$1,244,384EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$962,263BeginningYearBalanceAmt
Investment Earnings Or Losses$92,996InvestmentEarningsOrLossesAmt
Other Expenditures$10,086OtherExpendituresAmt
End Year Balance$1,045,173EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,072,830BeginningYearBalanceAmt
Investment Earnings Or Losses-$110,567InvestmentEarningsOrLossesAmt
End Year Balance$962,263EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$608,317ContributionsAmt
Investment Earnings Or Losses$464,513InvestmentEarningsOrLossesAmt
End Year Balance$1,072,830EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.56921PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.43079TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$248,500OtherCostOrOtherBasisAmt
Book Value$248,500BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,580,267OtherCostOrOtherBasisAmt
Depreciation$265,187DepreciationAmt
Book Value$2,315,080BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$946,261OtherCostOrOtherBasisAmt
Depreciation$946,261DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,563,580TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ESTIMATED WORKERS' COMP CLAIMS$1,846
DUE TO RELATED PARTY$4,147,611
FieldValueIRS element (for citing)
Total Liability$4,149,457TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE EARNINGS ON THESE FUNDS ARE INTENDED TO SUPPORT THE ALZHEIMERS PROGRAM, HOSPICE SERVICES, AND CHARITY CARE IN THE COMMUNITIES SERVICED BY CVNA, AS FOLLOWS: INCOME GENERATED BY THE S PHEENEY ENDOWMENT FUND SHALL BE USED, AT THE DISCRETION OF CVNA, TO PAY FOR THE CONTINUING EDUCATION OF THE VISITING NURSES STAFF, A CAPITAL IMPROVEMENT TO BE USED BY CVNA, OR TO ESTABLISH AND FUND A POSITION OF NURSE PRACTITIONER, WHICH POSITION SHALL BE USED TO PROVIDE FREE HOME CARE VISITS AT THE DISCRETION OF CVNA. THE INCOME GENERATED BY THE HOSPICE ENDOWMENT FUND SHALL BE USED TO SUPPORT THE HOSPICE PROGRAM IN PERPETUITY BY PERMANENTLY INVESTING THE FUND AND USING THE EARNINGS FOR FREE CARE AND UNCOVERED SERVICES NEEDED BY THE HOSPICE PATIENTS. THE INCOME GENERATED BY THE RODDY FUND-ALZHEIMER SHALL BE USED TO PROVIDE SUPPORT FOR CVNA'S ALZHEIMER'S DISEASE ASSISTANCE PROGRAM. IF CVNA CEASES TO SPONSOR THE ALZHEIMER'S DISEASE ASSISTANCE PROGRAM, THEN CVNA SHALL RETURN IN A TIMELY MANNER THE THEN FULL BALANCE OFTHE FUND TO THE FRED M. RODDY FOUNDATION, INC. THE PRINCIPAL AMOUNTS OF THE K.F. TRIER FUND ARE TO BE KEPT IN PERPETUITY AND THE INTEREST EARNED IS TO BE KEPT INTERNAL TO THE FUND, SUBJECT TO THE ORGANIZATION'S SPENDING POLICY. THE DONOR DESIGNATED FUND HAS BEEN CREATED TO PROVIDE RESPITE SERVICES FOR FAMILIES AND CAREGIVERS OF THOSE WITH ALZHEIMER'S OR OTHER DEMENTIAS. FAMILIES WORK HARD TO KEEP THEIR LOVED ONES AT HOME, BUT THE BURDEN CAN BECOME UNBEARABLE AT TIMES. THIRD PARTY INSURERS SUCH AS MEDICARE, MEDICAID, AND HMOS WILL NOT PAY FOR RESPITE SERVICES TO GIVE THE CAREGIVERS A CHANCE TO RUN ERRANDS, SPEND TIME WITH FRIENDS, MAKE MEDICAL APPOINTMENTS FOR THEMSELVES, ETC. THE PURPOSE OF THIS FUND IS TO PROVIDE IN-HOME COMPANIONS OR TO PAY FOR ADULT DAY CARE CENTER ATTENDANCE IN ORDER TO GIVE CAREGIVERS RESPITE SO THAT THEY CAN CONTINUE TAKING CARE OF THEIR LOVED ONES AT HOME. THE CENTENNIAL ENDOWMENT FUND'S TARGET AREA IS FREE CARE. THIS FUND IS HELD AND INVESTED IN PERPETUITY AND THE INVESTMENT EARNINGS ARE USED TO ALLOW CVNA TO CONTINUE TO MEET ITS COMMITMENT TO SERVE THOSE FOR WHOM THERE IS NO OTHER SOURCE OF REIMBURSEMENT FOR THE COST OF CARE.
PART X, LINE 2:BELOW IS AN EXCERPT FROM FOOTNOTE 1 OF THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR HOPEHEALTH. HOPEHEALTH'S ENTITIES HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024 AND 2023, THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HOPEHEALTH HOSPICE & PALLIATIVE CAREBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11085 NORTH MAIN STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02904ZIPCd
FieldValueIRS element (for citing)
Recipient EIN510192422RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$37,795CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTRASFERPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
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 PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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
DIANA FRANCHITTO
PRESIDENT & CEO$0$447,273$0$0$0$41,462$0$4,900$0$25,274$0$518,909$0$0
ADOZINDA F KANE
CFO (LEFT 6/2024)$0$283,441$0$15,000$0$11,949$0$4,900$0$30,147$0$345,437$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE CEO/EXECUTIVE DIRECTOR OF HOPEHEALTH COMMUNITY VNA IS PAID BY A RELATED ORGANIZATION, HOPEHEALTH INC., WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 7AFTER A REVIEW OF PERFORMANCE METRICS, INDIVIDUALS ARE AWARDED BONUS AMOUNTS WITHIN GIVEN PARAMETERS. THE BONUS AMOUNTS ARE REVIEWED AS PART OF BONUS AMOUNTS FOR MANAGERS AND DIRECTORS ARE APPROVED BY THE PRESIDENT & AN INDIVIDUALS' FULL COMPENSATION PACKAGE TO MAKE SURE IT IS REASONABLE. CEO. OTHER BONUS AMOUNTS ARE APPROVED BY THE BOARD OF DIRECTORS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3HHCVNA CEASED PROVIDING HOME CARE SERVICES DURING SEPTEMBER 2024.
FORM 990, PART VI, SECTION A, LINE 2BOARD OF DIRECTOR MEMBERS KEITH KELLY AND BARBARA COTTAM HAVE A BUSINESS RELATIONSHIP WITH THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF HOPEHEALTH COMMUNITY VNA, INC. IS HOPEHEALTH.
FORM 990, PART VI, SECTION A, LINE 7BTHE POWERS OF THE MEMBER, HOPEHEALTH, SHALL BE LIMITED TO TAKING ACTION ON THE ACTIVITIES ENUMERATED BELOW AND THOSE ACTIVITIES EXPRESSLY REQUIRING ACTION OF THE MEMBER PURSUANT TO LAW, THE ARTICLES OF INCORPORATION OR ELSEWHERE IN THESE BYLAWS. THE FOLLOWING ACTIONS SHALL REQUIRE THE APPROVAL OF THE CORPORATION'S BOARD AND APPROVAL BY THE MEMBER'S BOARD OF DIRECTORS: (A) AMENDING THE CORPORATION'S ARTICLES OF INCORPORATION OR THESE BYLAWS; (B) AUTHORIZING (1) THE MERGER, AFFILIATION OR CONSOLIDATION OF THE CORPORATION WITH ANY OTHER ENTITY; (2) THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; OR (3) THE VOLUNTARY DISSOLUTION OF THE CORPORATION, THE PLAN OF DISTRIBUTION OF ASSETS UPON DISSOLUTION AND REVOCATION OF VOLUNTARY DISSOLUTION PROCEEDINGS; (C) CAUSING THE CORPORATION TO COMMENCE BANKRUPTCY, RECEIVERSHIP OR OTHER INSOLVENCY PROCEEDINGS, OR ASSIGNING FOR THE BENEFIT OF CREDITORS ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (D) ESTABLISHING A CLINICAL SERVICE LINE OR AFFILIATE OF THE CORPORATION THAT IS NOT CURRENTLY IN EXISTENCE, OR CHANGING IN ANY MATERIAL MANNER ANY SERVICE LINE RESPONSIBILITIES THAT MAY BE AGREED IN WRITING AMONG THE MEMBER, THE CORPORATION AND ANY OF THE MEMBER'S OTHER SUBSIDIARIES, AS SUCH TERM IS DEFINED IN THE MEMBER'S BYLAWS; (E) HIRING OR TERMINATION OF THE CORPORATION'S PRESIDENT/CHIEF EXECUTIVE OFFICER; (F) ENTERING INTO ANY LOAN AGREEMENT OR OTHERWISE INCURRING UNBUDGETED DEBT IN EXCESS OF ONE HUNDRED THOUSAND DOLLARS ($100,000) AND ENTERING INTO A MORTGAGE, PLEDGE OR GRANT OF A SECURITY INTEREST IN PROPERTY OR ASSETS OF THE CORPORATION IN CONNECTION WITH ANY SUCH INDEBTEDNESS; AND (G) ADOPTING THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION, INCLUDING ANY REVISIONS THERETO DURING THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO THE AUDIT COMMITTEE FOR APPROVAL. THE FORM 990 IS THEN DISTRIBUTED TO BOARD MEMBERS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY FOR THE HOPEHEALTH SYSTEM IS: AT OR PRIOR TO CONSIDERATION BY THE BOARD OR A COMMITTEE OF A MATTER, TRANSACTION OR ARRANGEMENT AS TO WHICH ANY DIRECTOR, OFFICER, MEMBER, EMPLOYEE OR VOLUNTEER HAS A POTENTIAL CONFLICT OF INTEREST, THE INDIVIDUAL HAVING SUCH CONFLICT SHALL DISCLOSE THE SAME TO THE BOARD/ COMMITTEE, COMPLIANCE OFFICER IF EMPLOYEE OR VOLUNTEER AS THE CASE MAY BE. IF IT IS DETERMINED THAT AN ACTUAL CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH SUCH CONFLICT SHALL NOT BE PRESENT DURING DISCUSSION OR VOTING ON SUCH MATTER AS RELATES TO THE CONFLICT. APPROVAL OF ANY TRANSACTION OR ARRANGEMENT THAT INVOLVES A CONFLICT SHALL INVOLVE A CONSENSUS OF THOSE REMAINING THAT THE TRANSACTION IS IN THE INTERESTS OF THE ORGANIZATION AND FOR ITS BENEFIT, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND THAT THE ORGANIZATION COULD NOT OBTAIN A MORE ADVENTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORT. THE BOARD OR COMMITTEE MAY, IF DEEMED APPROPRIATE, APPOINT A NON-INTERESTED COMMITTEE OR INDIVIDUAL TO INVESTIGATE ALTERNATIVES TO SUCH TRANSACTION OR ARRANGEMENT. THE BOARD SHALL, IN THE CASE OF VIOLATION OF THIS POLICY BY ANY INDIVIDUAL TAKE SUCH DISCIPLINARY OR OTHER CORRECTIVE ACTION AS IS NECESSARY TO PROTECT THE INTERESTS OF ORGANIZATION. THE MINUTES OF THE BOARD AND COMMITTEE MEETINGS SHALL RECORD DISCLOSURES AND OTHER PROCEEDINGS DESCRIBED ABOVE, INCLUDING THE NAMES OF ALL PERSONS PRESENT AND PARTICIPATING THEREIN AND ALL DETERMINATION, MADE PURSUANT TO SUCH PROCEDURES. ANNUALLY ALL CONFLICT OF INTEREST DISCLOSURE STATEMENTS WILL BE REVIEWED AT A MINIMUM, BY THE PRESIDENT/CHIEF EXECUTIVE OFFICE AND CHAIRMAN OF THE BOARD TO ENSURE THAT SUCH CONFLICTS ARE REASONABLE AND CONSISTENT WITH GENERAL KNOWLEDGE AND UNDERSTANDING.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS USED TO DETERMINE COMPENSATION FOR THIS ORGANIZATION WILL BE THE SAME AS THE REMAINDER OF THE HOPEHEALTH INTEGRATED SYSTEM. THE HOPEHEALTH PROCESS IS DESCRIBED BELOW: THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS SALARIES FOR THE CEO AND OTHER KEY MEMBERS OF SENIOR LEADERSHIP. THE PROCESS INCLUDES PERIODIC PROCUREMENT OF COMPARABILITY DATA FROM EXTERNAL INDEPENDENT SOURCES INCLUDING THE REVIEW OF FORM 990 OF OTHER ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEW AND APPROVE THE SALARY OF THE CEO AND ANNUALLY APPROVES THE BUDGET WHICH INCLUDES SALARIES FOR THE OTHER MEMBERS OF THE SENIOR MANAGEMENT TEAM. SULLIVANCOTTER WAS RETAINED BY THE COMPENSATION COMMITTEE (COMMITTEE) OF THE BOARD OF DIRECTORS (BOARD) OF HOPEHEALTH TO CONDUCT A COMPETITIVE ASSESSMENT OF THE TOTAL COMPENSATION PROGRAM FOR ITS TOP LEADERSHIP POSITIONS. THE MARKET DATA IS COMPILED FROM RELIABLE AND INDEPENDENT SURVEYS. THE DATA WAS DRAWN FROM NATIONAL PUBLISHED COMPENSATION SURVEYS AND REGIONAL IRS FORM 990 DATA (IF AVAILABLE).
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION WILL PROVIDE THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON WRITTEN REQUEST.
FORM 990, PART XII, LINE 2C:THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH THE RESPONSIBILITY FOR THE SELECTION OF THE ORGANIZATION'S INDEPENDENT AUDITORS, AND FOR THE OVERSIGHT OF ITS FINANCIAL STATEMENTS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
HOPEHEALTH
1085 NORTH MAIN STREETPROVIDENCERI02904454391049SUPPORTING ORGANIZATIONRI501(C)(3)LINE 12A, IN/A0
HOPEHEALTH HOSPICE & PALLIATIVE CARE
1085 NORTH MAIN STREETPROVIDENCERI02904510192422PROVIDE INPATIENT AND OUTPATIENT HOSPICE CARE AND PALLIATIVE CARERI501(C)(3)LINE 10Yes (1)HOPEHEALTH
HOPEHEALTH VISITING NURSE
6 BLACKSTONE PLACELINCOLNRI02865050259111PROVIDE HOME CARERI501(C)(3)LINE 10Yes (1)HOPEHEALTH
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
HOPEHEALTH HOSPICE & PALLIATIVE CARE
J$89,400
HOPEHEALTH VISITING NURSE
R$79,580
HOPEHEALTH HOSPICE & PALLIATIVE CARE
S$54,690