2019-11-15T10:45:32-06:00 2018-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2018-01-01 042105918 NATICK VISITING NURSE ASSOC INC NATI 5086533081 209 WEST CENTRAL STREET NO 313 NATICK MA 01760 CLAIRE COFRAN CFO AND COO 5086533081 2019-11-08 1 MATTHEW R HUTT CPA P01070603 5083669100 2019-11-08 40.70.31.102 2019-11-08 15:25:15 ES P F4247996A0DFD92197EA51AEF4558D040C319DAA 1166F2FD08ABF73FAA4779C448B3D4829B6A5C9C 2018 2020-04-17 16:48:07Z CLAIRE COFRAN 209 WEST CENTRAL STREET NO 313 NATICK MA 01760 6080582 0 X WWW.NATICKVNA.ORG X 1914 MA NATICK VNA IS A NON-PROFIT AGENCY ESTABLISHED IN NOVEMBER, 1914, TO PROVIDE PREMIER HOME HEALTH SERVICES IN THE METROWEST AREA OF BOSTON. 10 10 85 10 0 0 300378 426505 5059027 5239207 37805 18482 0 95473 5397210 5779667 0 0 0 0 3907305 4773154 0 0 0 2003153 1313766 5910458 6086920 -513248 -307253 1189395 680522 523627 359053 665768 321469 X NATICK VNA, A NON-PROFIT AGENCY, IS COMMITTED TO EXCELLENCE IN PROVIDING CARING AND COMPASSIONATE MULTI-DISCIPLINARY HEALTH CARE SERVICES TO PATIENTS IN THEIR HOMES. THROUGH THE GENEROSITY OF THE DONORS AND COMMUNITIES, NATICK VNA ENDEAVORS TO PROVIDE SERVICES REGARDLESS OF A PERSON'S ABILITY TO PAY. 0 1 2255273 2531466 SKILLED NURSING AND HOME CARE AID - SKILLED NURSING SERVICES ARE AVAILABLE TO ANY INDIVIDUAL WITHIN THE NATICK VNA SERVICE AREA. A REGISTERED NURSE (RN) CONDUCTS AN IN-HOME EVALUATION TO ASSESS NEEDS. THE RN CONTACTS PHYSICIANS TO COORDINATE CARE AND DEVELOP A PLAN THAT WILL SUPPORT IN RECOVERY AND ILLNESS OR DISEASE MANAGEMENT SO THAT THE PATIENT CAN REMAIN SAFELY IN THEIR HOME. HE OR SHE HELPS TO DETERMINE IF THE NURSING CARE IS COVERED BY THE PATIENT'S INSURANCE PLAN, AND HELPS TO OBTAIN THE RESOURCES NEEDED TO RECEIVE HEALTH CARE AT HOME. NURSING SERVICES INCLUDE: ACUTE AND CHRONIC DISEASE CARE AND MANAGEMENT, ACUTE ILLNESS AND POST-SURGICAL RECOVERY, PHYSICAL ASSESSMENT AND MONITORING, BLOOD SAMPLE COLLECTION, OXYGEN ANALYSIS AND MONITORING, WOUND AND OSTOMY CARE, CATHETER CARE AND MANAGEMENT, MEDICATION AND MEDICAL SUPPLY MANAGEMENT, OTHER TREATMENTS YOUR PHYSICIAN MAY ORDER, ILLNESS, DISEASE, MEDICATION, AND DIET INSTRUCTION AND PLANNING, COMPLEX CARE COORDINATION, TELEMONITORING, PAIN AND SYMPTOM MANAGEMENT, CARE MANAGEMENT FOR ALZHEIMER'S DISEASE, HEART DISEASE, CONGESTIVE HEART FAILURE AND DIABETES,SAFETY RISK ASSESSMENT AND INJURY PREVENTION, WOUND CARE AND HEALING, AND PALLIATIVE AND END-OF-LIFE CARE. HOME CARE AIDES ASSIST PATIENTS WITH PERSONAL CARE AND ACTIVITIES OF DAILY LIVING INCLUDING: BATHING, FEEDING, GROOMING, DRESSING, ORAL HEALTH, SHAMPOO, SHAVING, NAIL CARE, AMBULATION, EXERCISES UNDER THE SUPERVISION OF A NURSE OR THERAPIST, MEDICATION REMINDERS, MEAL PREPARATION, LAUNDRY, AND LIGHT HOUSEKEEPING. THE HOME CARE AIDE WORKS AS A MEMBER OF A TEAM OF PROFESSIONALS WHO PROVIDE NURSING, REHABILITATION, NUTRITION, AND OTHER THERAPEUTIC SERVICES TO PATIENTS IN THEIR HOMES. ALL HOME CARE AIDES ARE CERTIFIED THROUGH SPECIAL TRAINING, TESTING, AND SKILLS ASSESSMENT, WHICH ARE MANDATED BY THE FEDERAL GOVERNMENT AS PART OF MEDICARE/MEDICAID REGULATIONS. IN ADDITION, HOME CARE AIDES COMPLETE A MINIMUM OF 12 HOURS OF IN-SERVICE EDUCATION ANNUALLY. 805890 1164699 PHYSICAL THERAPY-PHYSICAL THERAPY HELPS INDIVIDUALS RESTORE PHYSICAL FUNCTION AND PREVENT DISABILITY. PHYSICAL THERAPISTS EVALUATE AND TREAT PEOPLE WHO HAVE MEDICAL PROBLEMS OR OTHER HEALTH-RELATED CONDITIONS THAT LIMIT THEIR ABILITIES TO MOVE AND FUNCTION IN THEIR DAILY LIVES. PHYSICAL THERAPY TYPICALLY INCLUDES CUSTOMIZED TREATMENT PROGRAMS TO IMPROVE ONE'S FUNCTIONAL ABILITY, DEVELOPMENT OF PLANS USING THE TREATMENT TECHNIQUES THAT PROMOTE THE ABILITY TO MOVE, INCREASE STRENGTH AND BALANCE, REDUCE PAIN, DECREASE SWELLING, RESTORE FUNCTION, AND PREVENT DISABILITY AND COMPREHENSIVE HOME SAFETY EVALUATION WITH ENVIRONMENTAL RECOMMENDATIONS. 238065 393870 OCCUPATIONAL THERAPY-OCCUPATIONAL THERAPY HELPS PEOPLE PARTICIPATE IN THE THINGS THEY WANT AND NEED TO DO THROUGH THE THERAPEUTIC USE OF EVERYDAY ACTIVITIES (OCCUPATIONS). SERVICES MAY INCLUDE COMPREHENSIVE EVALUATIONS OF AN INDIVIDUAL'S HOME AND OTHER ENVIRONMENTS, RECOMMENDATIONS AND TRAINING FOR ADAPTIVE EQUIPMENT, GUIDANCE AND EDUCATION FOR FAMILY MEMBERS AND CAREGIVERS AND CUSTOMIZED TREATMENT PROGRAMS TO IMPROVE ONE'S ABILITY TO PERFORM DAILY ACTIVITIES. 373214 399454 SUPPORT SERVICES- PRIVATE DUTY NURSING 269526 PRESCRIPTION DRUG ASSISTANCE- METROWEST MEDS IS A PROGRAM OF THE NATICK VNA SUPPORTED MOSTLY BY THE METROWEST COMMUNITY HEALTH CARE FOUNDATION AS WELL AS OTHER FOUNDATIONS. THE PROGRAM IS DESIGNED TO HELP ELIGIBLE UNINSURED AND UNDERINSURED INDIVIDUALS RECEIVE PRESCRIPTION MEDICATIONS FOR FREE OR AT A DISCOUNTED RATE. 592112 638833 MANAGEMENT SERVICES 106563 123216 COMMUNITY HEALTH AND WELLNESS 101406 83142 SPEECH THERAPY-SPEECH LANGUAGE THERAPY IS SKILLED TREATMENT THAT HELPS INDIVIDUALS WITH DISORDERS OF SPEECH, LANGUAGE, AND SWALLOWING. COMMUNICATION DISORDERS CAN BE CONGENITAL OR ACQUIRED AND CAN AFFECT INDIVIDUALS OF ANY AGE. SPEECH LANGUAGE PATHOLOGISTS (SLPS) EVALUATE AND TREAT THESE DISORDERS. SPEECH THERAPY TYPICALLY INCLUDES CUSTOMIZED TREATMENT PROGRAMS TO IMPROVE ONE'S SPEECH OR SWALLOWING ABILITIES, COGNITIVE ASSESSMENT AND GUIDANCE TO FAMILY MEMBERS AND CAREGIVERS. 1442821 1244645 4742049 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 85 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X CLAIRE COFRAN CFOCOO 5086533081 209 WEST CENTRAL STREET SUITE 313 NATICK MA 01760 MICHAEL J MURPHY CHAIR 1.00 X X 0 0 0 DAVID B SHOREY TREASURER 1.00 X X 0 0 0 LYNN FALWELL TRUSTEE 1.00 X 0 0 0 DANIEL MAINZER TRUSTEE 1.00 X 0 0 0 JUDITH B HAM CLERK 1.00 X X 0 0 0 CLINT HEYD VICE CHAIR 1.00 X X 0 0 0 AMY WOOD SCHELLENG TRUSTEE 1.00 X 0 0 0 DONNA GALLO TRUSTEE 1.00 X 0 0 0 KAREN M CURTIS TRUSTEE 1.00 X 0 0 0 SALLY M EASTMAN TRUSTEE 1.00 X 0 0 0 JUDITH BOYKO CHIEF EXECUTIVE OFFICER 24.00 X 115225 0 13106 CLAIRE COFRAN CFO AND COO 40.00 X 136339 0 11379 LINDA BILLOWS LIASION NURSE 40.00 X 138798 0 7251 GINA MELESKI REGISTERED NURSE 40.00 X 104473 0 745 PATRICIA STMARTIN NURSING MANAGER 40.00 X 117375 0 1034 612210 0 33515 5 0 0 0 CORE MEDICAL GROUP 655 SOUTH WILLOW STREET SUITE 128 MANCHESTER NH 03103 PHYSICAL THERAPY SERVICES 126248 1 2008 7970 416527 426505 NET PATIENT FEES 621610 4497255 4497255 MANAGEMENT REVENUE 900099 639293 639293 COMMUNITY HEALTH WELLN 900099 102659 102659 5239207 13034 13034 306363 300915 5448 5448 5448 0 7970 0 0 OTHER REVENUE 900099 95473 95473 95473 5779667 5334680 0 18482 276086 276086 3715637 3241522 474115 470317 358667 111650 311114 252941 58173 169542 169542 13243 13243 34891 34891 58147 58147 22571 16360 6211 72802 34122 38680 128298 24495 103803 79821 78876 945 5439 3634 1805 8262 8262 74379 26906 47473 DUES, SUBSCRIPTIONS, AN 299262 224496 74766 BAD DEBTS 108372 108372 MEDICAL AND PROGRAM SUP 103905 103905 EQUIPMENT RENTAL AND MA 66762 42723 24039 68070 55488 12582 6086920 4742049 1344871 0 78287 56075 136052 136960 341729 90528 63919 50654 155672 155672 8262 0 561146 346305 1189395 680522 514403 280912 71057 9224 7084 523627 359053 X 326921 7423 338847 314046 665768 321469 1189395 680522 -307253 -37046 0 X X 0 1 X 1 0 X 511773 449743 567314 300378 426505 2255713 511773 449743 567314 300378 426505 2255713 1411183 844530 91567 83375 62021 27063 13034 277060 2532773 22400645 0.33340 0.45660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 210986 1 1 155672 155672 0 0 ANNUITY PAYMENT LIABILITY 7084 7084 X 5737619 -37046 -5002 -42048 5779667 0 5779667 6081918 0 6081918 5002 5002 6086920 PART X, LINE 2: THE V.N.A. ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE V.N.A. HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES -5,002. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING EXPENSES 5,002. FORM 990, PART III, LINE 3 ON OCTOBER 19, 2018, THE BOARD OF TRUSTEES VOTED TO CEASE PROVIDING HOME CARE SERVICES. EFFECTIVE DECEMBER 4, 2018, THE V.N.A. DID NOT ADMIT ANY NEW PATIENTS AND CONTINUED TO PROVIDE SERVICES TO EXISTING PATIENTS WITH UNCOMPLETED EPISODES. THE V.N.A. DISCHARGED THEIR LAST PATIENTS ON FEBRUARY 2, 2019. IN ORDER TO PROVIDE CONTINUING CARE FOR THE V.N.A'S PATIENTS, THE V.N.A. ENTERED INTO AN AFFILIATION AGREEMENT ON OCTOBER 25, 2018, WITH WALPOLE V.N.A. AS OUTLINED IN THE AGREEMENT, EFFECTIVE ON DECEMBER 1, 2018, THE MAJORITY OF THE CLINICIAN STAFF OF THE V.N.A. WERE TERMINATED AND WERE REHIRED AS WALPOLE V.N.A.'S EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF NATICK VNA ELECT THE PRESIDENT AND VICE PRESIDENT OF THE BOARD OF TRUSTEES AND APPROVES THE ENTIRE SLATE OF OFFICERS. FORM 990, PART VI, SECTION A, LINE 7A NATICK VNA HAS MEMBERS WHO MAY ELECT MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN IS FORWARDED TO THE TREASURER OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MANAGEMENT REVIEWS THE WRITTEN CONFLICT OF INTEREST POLICY WITH THE BOARD OF TRUSTEES' MEMBERS, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ANNUALLY. ANY AND ALL TRANSACTIONS OR ACTIVITIES THAT MAY BE CONSIDERED AS SUCH ARE DISCLOSED AND DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND TREASURER OF THE BOARD OF TRUSTEES ESTABLISH PROPOSED COMPENSATION AND ANY OTHER BENEFITS FOR THE CEO FOLLOWING THE CEO'S ANNUAL PERFORMANCE REVIEW. THEY UTILIZE DATA FROM A VARIETY OF SOURCES, IN ORDER TO ESTABLISH FAIR, EQUITABLE AND REASONABLE COMPENSATION FOR ITS CEO, BASED ON REVIEW OF COMPARABLE ORGANIZATIONS. IN REVIEWING COMPARABLE ORGANIZATION'S CEO COMPENSATION, THEY CONSIDER THE SIZE OF THE ORGANIZATION, THE LENGTH OF TENTURE OF CEO'S, CREDENTIALS, EXPERIENCE AND OTHER FACTORS. THE PROPOSED COMPENSATION/ BENEFIT PACKAGE IS PRESENTED TO THE FULL BOARD OF TRUSTEES FOR FINAL APPROVAL PRIOR TO PRESENTING TO THE CEO. OTHER EMPLOYEES: THE CEO AND CFO/COO DETERMINE JOINTLY THE DIRECTOR OF NURSING AND ALL OTHER KEY EMPLOYEE'S COMPENSATIONS AND BENEFIT PACKAGES FOLLOWING THEIR ANNUAL PERFORMANCE REVIEWS. THEY UTILIZE THE HOME CARE ALLIANCE'S COMPENSATION GUIDE THAT IS PRODUCED ANNUALLY FROM A SURVEY OF VARIOUS HOME HEALTH ORGANIZATIONS TO COMPARE AND ADJUST COMPENSATION AS NEEDED. THE CEO ESTABLISHES COMPENSATION AND ANY BENEFIT PACKAGE FOR THE CFO/COO FOLLOWING THE CFO/COO'S ANNUAL PERFORMANCE REVIEW. THE CEO UTILIZES DATA FROM A VARIETY OF SOURCES, IN ORDER TO ESTABLISH FAIR, EQUITABLE AND REASONABLE COMPENSATION FOR ITS CFO/COO BASED ON REVIEW OF COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NATICK VISITING NURSE ASSOCIATION HAS A FINANCE COMMITTEE WHICH ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.