2026-03-12T10:06:28-04:00 2025-12-31 391658423 KERBERROSE SC 4211 N LIGHTNING DR APPLETON WI 54913 990 2025-01-01 391624803 VALLEY VNA HEALTH SYSTEMS INC VALL 9207275555 1535 LYON DRIVE NEENAH WI 54956 BECKY REICHELT PRESIDENT/CEO 9207275555 2026-03-03 true LAURA STINSKI CPA P02069209 9209930105 2026-03-10 2025 2025-03-06 01:10:19Z BECKY REICHELT 1535 LYON DRIVE NEENAH WI 54956 10152648 false X WWW.VALLEYVNA.ORG X 1988 WI PROVIDING QUALITY CHOICES FOR SENIOR LIVING 9 8 227 175 11359 2125373 605776 6754145 7767523 349040 262260 30077 30117 9258635 8665676 0 0 5243081 5654296 0 13801 2819730 2987112 8062811 8641408 1195824 24268 16315441 16117589 1223553 907676 15091888 15209913 X PROVIDING QUALITY CHOICES FOR SENIOR LIVING false false 5384068 5780147 PROVIDING 89 RESIDENTS WITH PERSONAL CARE, ROOM AND BOARD, AND SOCIAL ACTIVITIES. 937607 1341001 PERFORMED 35,144 HOURS OF PERSONAL CARE SERVICES. THESE SERVICES INCLUDED BATHING, DRESSING, EXERCISING, TOILETING ASSISTANCE, NAIL CARE AND HAIR CARE. 57773 86258 HOMEMAKER/COMPANION PROGRAMS PERFORMED 173 HOURS OF SERVICE. THESE SERVICES INCLUDE HOUSEKEEPING, MEAL PREPARATION, MEDICATION REMINDERS, GROCERY SHOPPING, AND PERFORMING OTHER ERRANDS. PERFORMED 1928 HOURS OF HOMEMAID SERVICE. 187128 560117 HEALTH AND WELLNESS PROGRAMS INCLUDE FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. WE PROVIDED 6671 MEALS, 1608 HOURS OF FOOT CARE SERVICES, AND 764 HOURS OF NURSING VISITS. 187128 560117 6566576 true true false false false false false false false false true false false false false true false true false false false false false false true false false false false true false false false false false false false false false false false false false true true true false false true 15 0 true 227 true true true false false false false false false false false false false false X 9 8 false false false false false false false true true false false false true true true true true true false false WI X VICKI MCAULIFFE 9207275555 1535 LYON DRIVE NEENAH WI 54956 BECKY REICHELT PRESIDENT/CE 40.00 X 179331 0 10011 VICKI MCAULIFFE CFO 40.00 X 87126 0 12750 DENISE BURKETT VICE CHAIR 1.00 X X 0 0 0 STEVE KNAUS MD DIRECTOR 1.00 X 0 0 0 JOE MCGRANE TREASURER/SE 1.00 X X 0 0 0 PAULA MCNIEL DIRECTOR 1.00 X 0 0 0 FRITZ MERIZON DIRECTOR 1.00 X 0 0 0 MIKE ROHRKASTE DIRECTOR 1.00 X 0 0 0 PAUL SCHULTZ DIRECTOR 1.00 X 0 0 0 PAUL VERBETEN CHAIR 1.00 X X 0 0 0 266457 22761 1 false true false KELSTAR LLC N8874 CHURCH ST PO BOX 155 FOREST JUNCTION WI 54123 CARE STAFF 366021 SECURITY LUEBKE ROOFING INC 3921 E ENDEAVOR DR APPLETON WI 54915 NEW ROOF 212846 MARTIN BROTHERS DISTRIBUTING CO INC PO BOX 69 CEDAR FALLS IA 50613 FOOD 189227 3 59740 255513 290523 605776 VNA ASSISTED LIVING 623000 5780147 5780147 PERSONAL CARE SERVICES 621610 1341001 1341001 OCCUPANCY AND NUTRITION 623990 298590 298590 OTHER CLIENT SERVICES 623000 260145 260145 MANAGEMENT FEES 624100 76281 76281 11359 11359 7767523 62404 62404 1686828 1468148 18824 218680 -18824 199856 199856 59740 MISCELLANEOUS 30117 30117 30117 8665676 7986137 11359 62404 X 289218 227247 61971 4455393 3510310 945083 909685 691880 217805 2063 2063 16195 16195 1101943 998602 102871 470 56447 53466 2981 19235 6166 12564 505 88254 26896 59420 1938 330337 196208 134129 734029 632330 101699 103862 68310 35552 DIETARY SUPPLIES AND SERV 288666 268 288398 HOUSEKEEPING AND LAUNDRY 117228 117228 BAD DEBT 35653 35653 ACTIVITIES SUPPLIES 30674 22049 8625 62526 33429 21190 7907 8641408 6566576 2061031 13801 705482 616358 249471 490711 12128 3690 568789 535683 31642 26856 72246 76923 16860866 5346134 11959690 11514732 2715993 2852636 16315441 16117589 673124 513094 50429 66002 500000 328580 1223553 907676 X 14964658 15034411 127230 175502 15091888 15209913 16315441 16117589 24268 93757 X false true X true false X 1571365 1589919 3543610 2125373 605776 9436043 4638389 4876449 5496217 6771360 7786281 29568696 6209754 6466368 9039827 8896733 8392057 39004739 677132 416886 1094018 677132 416886 1094018 37910721 245832 123521 77841 70116 62404 579714 245832 123521 77841 70116 62404 579714 5270 30077 31778 67125 6455586 6595159 9117668 8996926 8486239 39651578 0.95610 0.95170 0.01000 0.02000 X PART III, LINE 12 MISCELLANEOUS REVENUE 67,125 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 450429 450429 14608823 3929666 10679157 535974 366893 169081 1140259 924194 216065 125381 125381 11514732 X SCHEDULE D, PAGE 3, PART X VALLEY VNA HEALTH SYSTEMS, INC. AND AFFILIATE ARE ORGANIZED AS WISCONSIN NONPROFIT CORPORATIONS AND HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C) (3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTIONS 170(B)(1)(A)(VI) AND (VIII), AND HAVE BEEN DETERMINED NOT TO BE PRIVATE FOUNDATIONS UNDER IRC SECTIONS 509 (A)(1) AND (3), RESPECTIVELY. THE ORGANIZATIONS ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATIONS ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES FOR WHICH IT FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. GALA 46775 46775 LOVE LIGHTS 12965 12965 59740 59740 false false false false false false false false false BECKY REICHELT PRESIDENT/CEO 179331 10011 189342 FORM 990, PAGE 2, PART III, LINE 4D HEALTH AND WELLNESS PROGRAMS INCLUDE FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. WE PROVIDED 6671 MEALS, 1608 HOURS OF FOOT CARE SERVICES, AND 764 HOURS OF NURSING VISITS. FORM 990, PAGE 6, PART VI, LINE 11B WE GET EITHER ELECTRONIC OR PAPER COPIES OF 990 TO EXECUTIVE/FINANCE COMMITTEE AS SOON AS POSSIBLE FOR REVIEW, WHICH MAY OR MAY NOT BE PRIOR TO SUBMISSION BASED ON TIMING IT IS PROVIDED TO MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 12C DIRECTORS ARE REQUIRED TO DISCLOSE TO THE BOARD ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT. WHEN THIS HAPPENS EITHER THE DIRECTOR WILL ABSTAIN FROM VOTING ON PARTICULAR ISSUES, OR THEY MAY BE ASKED TO LEAVE THE BOARD. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS USES A WAGE SURVEY TO HELP DETERMINE COMPENSATION FOR THE TOP OFFICERS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 998,602 102,871 470 VNA APARTMENTS INC VNA APARTMENTS INC 1535 LYON DRIVE 1535 LYON DRIVE NEENAH WI 54956 391849352 ELDER CARE WI 501 C3 10 N/A false false false false true false false false false false false false false false false false false true false false VNA APARTMENTS INC 328580 D 405605 FMV VNA APARTMENTS INC 737327 Q 678352 FMV