Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 07-01-2012 , 2012, and ending 06-30-2013
BCheck if applicable:
CName of organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
201 CHESTNUT AVENUE PO BOX 352
 
Room/suite
City or town, state or country, and ZIP + 4
ALTOONA, PA166030352
D Employer identification number

25-1188570
E Telephone number

G Gross receipts $ 57,405,019
F Name and address of principal officer:
ROBERT PACKER
20 SHERATON DRIVE
ALTOONA,PA16601
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.HOMENURSINGAGENCY.COM
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1966
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: HOME NURSING AGENCY & VISITING NURSE ASSOCIATION IS REFERRED TO AS "HNA VNA" OR "HNA VISITING NURSE ASSOCIATION" WITHIN THIS FORM. IN ADDITION HOME NURSING AGENCY IS REFERRED TO AS "HNA". PART I, LINE 1 AND PART III, LINE 1. AS PROVIDED IN ITS ARTICLES, THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCUSIVELY FOR EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED(OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW) (THE "CODE"), INCLUDING, WITHOUT LIMITATION, ESTABLISHING AND OPERATING COMMUNITY SERVICES PROGRAMS, SERVICES OR CLINICS THAT WILL CONTRIBUTE TO THE OVERALL HEALTH AND WELL-BEING OF ALL PERSONS, REGARDLESS OF RACE, COLOR, CREED, RELIGION, SEX, AGE OR NATIONAL ORIGIN. HOME NURSING AGENCY IS DEDICATED TO PROVIDING THE HIGHEST QUALITY OF CUSTOMER SERVICE WITH A SENSE OF WARMTH, KINDNESS AND INDIVIDUAL PRIDE. FORM 990, PART III, LINE 4 - EXEMPT PURPOSE ACHIEVEMENT NARRATIVE UNCOMPENSATED CARE
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 753
6 Total number of volunteers (estimate if necessary) ............. 6 111
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 335,846 245,385
9 Program service revenue (Part VIII, line 2g) ......... 47,790,597 47,519,218
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 705,462 721,148
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 7,434 9,462
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 48,839,339 48,495,213
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 32,625,843 35,040,862
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 13,551,002 14,495,087
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 46,176,845 49,535,949
19 Revenue less expenses. Subtract line 18 from line 12....... 2,662,494 -1,040,736
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 24,065,527 22,665,745
21 Total liabilities (Part X, line 26)............. 14,028,114 9,577,696
22 Net assets or fund balances. Subtract line 21 from line 20..... 10,037,413 13,088,049
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the organization’s mission: HOME NURSING AGENCY & VISITING NURSE ASSOCIATION IS REFERRED TO AS "HNA VNA" OR "HNA VISITING NURSE ASSOCIATION" WITHIN THIS FORM. IN ADDITION HOME NURSING AGENCY IS REFERRED TO AS "HNA". PART I, LINE 1 AND PART III, LINE 1. AS PROVIDED IN ITS ARTICLES, THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCUSIVELY FOR EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED(OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW) (THE "CODE"), INCLUDING, WITHOUT LIMITATION, ESTABLISHING AND OPERATING COMMUNITY SERVICES PROGRAMS, SERVICES OR CLINICS THAT WILL CONTRIBUTE TO THE OVERALL HEALTH AND WELL-BEING OF ALL PERSONS, REGARDLESS OF RACE, COLOR, CREED, RELIGION, SEX, AGE OR NATIONAL ORIGIN. HOME NURSING AGENCY IS DEDICATED TO PROVIDING THE HIGHEST QUALITY OF CUSTOMER SERVICE WITH A SENSE OF WARMTH, KINDNESS AND INDIVIDUAL PRIDE. FORM 990, PART III, LINE 4 - EXEMPT PURPOSE ACHIEVEMENT NARRATIVE UNCOMPENSATED CARE
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 20,122,291 including grants of $   ) (Revenue $ 22,328,791 )
HOME HEALTH SERVICES PROVIDED TO 8,810 CLIENTS FROM CENTRAL OFFICES IN THE PENNSYLVANIA COUNTIES OF BLAIR, BEDFORD, CAMBRIA, CENTRE, INDIANA, HUNTINGDON, MIFFLIN AND SOMERSET. FOR THE YEAR ENDED JUNE 30, 2013, HOME NURSING AGENCY & VISITING NURSE ASSOCIATION PROVIDED 1,892,145 OF UNCOMPENSATED CARE TO ITS HOME HEALTH CLIENTS. THE HOME HEALTH FUNCTIONS DID RECEIVE 39,518 OF CONTRIBUTIONS, GIFTS AND/OR GRANTS IN THE YEAR ENDED JUNE 30, 2013, REPORTED IN LINE 1 OF PART VIII, BUT NOT INCLUDED IN THE REVENUE TOTAL ABOVE, PER PART III INSTRUCTIONS. SEE SCHEDULE O SERVING ALL AGES, HOME NURSING AGENCY OFFERS CARE WHEN AN INJURY, CHRONIC ILLNESS, OR SURGERY AFFECTS THE QUALITY OF LIFE. CARE IS AVAILABLE IN A PERSONAL RESIDENCE, ASSISTED LIVING FACILITY, OR PERSONAL CARE HOME - WHEREVER ONE CALLS HOME. THE AGENCY IS A MEMBER OF HOME CARE ELITE, NINE YEARS RUNNING FOR DEMONSTRATING SUPERIOR PERFORMANCE IN PATIENT OUTCOMES AND EXCELLING IN ESTABLISHED QUALITY MEASURES BASED ON US HOME HEALTH COMPARE SCORES; OUR AWARD-WINNING SERVICES BEGIN WITH A DEDICATED STAFF: BOARD CERTIFIED HOSPICE AND PALLIATIVE CARE PHYSICIANS WHO WORK ALONGSIDE AGENCY STAFF ENSURE HIGHEST LEVEL OF CARE AND SUPPORT IS PROVIDED TO PATIENTS WHO ARE LIVING WITH CHRONIC AND/OR LIFE-LIMITING ILLNESSES. ADVANCE-PRACTICE NURSES HELP PATIENTS MANAGE DISEASES SUCH AS DIABETES AND PROVIDE MEDICATION MANAGEMENT, WOUND CARE, CARDIAC CARE, AND MENTAL HEALTH SERVICES. PHYSICAL THERAPISTS IMPROVE A PATIENT'S MOBILITY AND INDEPENDENCE BY USING TREATMENTS SUCH AS EXCERCISE AND RANGE OF MOTION WITH A FOCUS ON SAFETY. OCCUPATIONAL THERAPISTS HELP INDIVIDUALS WITH ENERGY CONSERVATION AND ACTIVITIES OF DAILY LIVING, SUCH AS EATING, DRESSING, AND BATHING USING TRAINING AND ASSISTIVE DEVICES. SPEECH THERAPISTS WORK WITH INDIVIDUALS WHO NEED SPEECH, LANGUAGE, COMMUNICATION, AND SWALLOWING TRAINING AFTER A STROKE, SURGERY OR OTHER CONDITION. HOME HEALTH AIDES HELP WITH PERSONAL CARE AND ACTIVITIES OF DAILY LIVING WHEN SKILLED SERVICES ARE ALSO PROVIDED. SPECIALTY SERVICES ARE ALSO PROVIDED BY SOCIAL WORKERS, NUTRITIONISTS, BEHAVIORAL HEALTH NURSES, AND GRIEF SPECIALISTS FOR BOTH CHILDREN AND ADULTS. COMMUNITY HEALTH AND EDUCATION PROGRAMS INCLUDING - BLOOD PRESSURE SCREENINGS - PRESENTATIONS FOR COMMUNITY ORGANIZATIONS - SUPPORT GROUPS
4b (Code:   ) (Expenses $ 18,062,244 including grants of $   ) (Revenue $ 20,292,388 )
HOSPICE/BEREAVEMENT SERVICES WERE PROVIDED TO 1,805 CLIENTS FROM CENTRAL OFFICES IN THE PENNSYLVANIA COUNTIES OF BLAIR, BEDFORD, CAMBRIA, CENTRE, FRANKLIN, HUNTINGDON, MIFFLIN, AND SOMERSET. FOR THE YEAR ENDED JUNE 30, 2013, HOME NURSING AGENCY & VISITING NURSE ASSOCIATION PROVIDED 124,842 OF UNCOMPENSATED CARE TO ITS HOSPICE AND BEREAVEMENT CLIENTS. THE HOSPICE FUNCTION DID RECEIVE 71,155 OF CONTRIBUTIONS, GIFTS AND/OR GRANTS IN THE YEAR ENDED JUNE 30, 2013, REPORTED IN LINE 1 OF PART VIII, BUT NOT INCLUDED IN THE REVENUE TOTAL ABOVE, PER PART III INSTRUCTIONS. SEE SCHEDULE O AS PENNSYLVANIA'S FIRST HOME HEALTH AGENCY TO BECOME A MEDICARE CERTIFIED HOSPICE, HOME NURSING AGENCY PARTNERS WITH PHYSICIANS AND IS UNIFIED BY A COMMON MISSION TO PROVIDE THE HIGHEST QUALITY OF HOSPICE CARE. OUR BOARD CERTIFIED HOSPICE AND PALLIATIVE CARE PHYSICIANS, ADVANCE-PRACTICE NURSES, SOCIAL WORKERS, HOSPICE AIDES, CHAPLAINS, AND VOLUNTEERS ARE SPECIALLY-TRAINED TO DEVELOP A PLAN TO PROVIDE COMFORT MANAGEMENT, PERSONAL CARE, AND SPECIALIZED SERVICES FOR BOTH THE PATIENT AND THE FAMILY, INCLUDING GRIEF SUPPORT. HOME NURSING AGENCY IS THE REGION'S ONLY HOSPICE PROVIDER TO OFFER PALLIATIVE CARE CONSULTATION: UNDER THE DIRECTION OF THE PATIENT'S PHYSICIAN AND THE WISHES OF THE PATIENT, THE HOSPICE TEAM USES METHODS OF PAIN AND SYMPTOM CONTROL, ENABLING THE PATIENT TO LIVE AS PAIN-FREE, COMFORTABLY, AND ALERT AS POSSIBLE. MASSAGE THERAPY, MUSIC AND ART THERAPY, AROMATHERAPY AND STRESS MANAGEMENT ARE ALSO OFFERED. HOME NURSING AGENCY IS THE REGION'S ONLY HOSPICE PROVIDER TO OFFER A GRIEF AND BEREAVEMENT CENTER: THE HEALING PATCH: A CENTER FOR LOSS AND HOPE FOR GRIEVING CHILDREN AND THEIR FAMILIES IS DESIGNED FOR CHILDREN AND THEIR FAMILIES WHO HAVE SUFFERED THE LOSS OF A LOVED ONE, SUCH AS A PARENT, SIBLING, GRANDPARENT OR CLOSE FAMILY MEMBER. THE FREE SERVICE WAS FUNDED BY THE HOME NURSING AGENCY FOUNDATION, OUR LOCAL UNITED WAY AGENCIES AND LEE INITIATIVES IN THE YEAR ENDED JUNE 30, 2013.
4c (Code:   ) (Expenses $ 2,513,881 including grants of $   ) (Revenue $ 3,130,206 )
PEDIATRIC PRIVATE DUTY SERVICES, CALLED PEDIATRIC HOME CONNECTIONS PROVIDED TO 44 CLIENTS FROM CENTRAL OFFICES IN THE PENNSYLVANIA COUNTIES OF BLAIR, BEDFORD, CAMBRIA, CENTRE, FULTON, HUNTINGDON AND MIFFLIN. FOR THE YEAR ENDED JUNE 30, 2013, HOME NURSING AGENCY & VISITING NURSE ASSOCIATION PROVIDED 14,616 OF UNCOMPENSATED CARE TO ITS PEDIATRIC CLIENTS. THE PEDIATRIC FUNCTION DID RECEIVE 1,440 OF CONTRIBUTIONS GIFTS AND/OR GRANTS IN THE YEAR ENDED JUNE 30, 2013, REPORTED IN LINE 1 OF PART VIII, BUT NOT INCLUDED IN THE REVENUE TOTAL ABOVE, PER PART III INSTRUCTIONS. SEE SCHEDULE O PEDIATRIC HOME CONNECTIONS IS A SERVICE FOR MEDICALLY-FRAGILE CHILDREN WHO REQUIRE 24-HOUR CARE. CHILDREN IN THIS PROGRAM ARE TECHNOLOGY-DEPENDENT OR SUFFERING FROM CHRONIC, LIFE-LIMITING DISABILITIES. FUNDS RECEIVED FROM GRANTS FROM THE HOME NURSING AGENCY FOUNDATION ARE USED TO PAY FOR ADDITIONAL SHIFTS OF NURSING CARE, RESPITE AND SOCIAL SERVICES SUPPORT FOR PROGRAM CHILDREN. ADDITIONALLY, FUNDS ARE USED TO PURCHASE THERAPEUTIC ITEMS NEEDED BY THE CHILD SUFFERING A CHRONIC, LIFE LIMITING DISABILITY THAT WILL HELP TO ENSURE/MAINTAIN THE CHILD'S COMFORT AND PROVIDE EDUCATION AND STIMULATION.
(Code:   ) (Expenses $ 937,424 including grants of $   ) (Revenue $ 15,825 )
OTHER PROGRAM SERVICES INCLUDE THE ADMINSTRATION OF GRANTS SUPPORTING THE INSTALLATION AND USAGE OF TELEHEALTH EQUIPMENT INTO CLIENT HOMES, THE COSTS TO ADMINISTER ITS PALLIATIVE CARE PROGRAM AND SUPPORT SERVICES UNDER THE UNITED MINE WORKERS GRANT. CONTRIBUTIONS, GRANTS AND/OR GIFTS OF 133,312 TO SUPPORT THE PROGRAM LISTED ABOVE WERE RECEIVED IN THE YEAR ENDED JUNE 30, 2013, AND PROVIDED FUNDING TO COVER THE EXPENSES LISTED IN PART III, LINE 4D.
4d Other program services (Describe in Schedule O.)
(Expenses $ 937,424 including grants of $   ) (Revenue $ 15,825 )
4e Total program service expensesMediumBullet41,635,840
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
174
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
753
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
 
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletGREGG LAVERICK20 SHERATON DRIVEALTOONAPA16601 (814) 946-5411
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) ROBERT PACKER........................................................................
CEO/PRESIDEN
 1.00
.......................60.00 		X           0 354,789 72,686
(2) AMY SWINDELL........................................................................
DIRECTOR
 1.00
.......................50.00 		X           31,850 153,162 14,121
(3) GREGG LAVERICK........................................................................
SVP/CFO
 1.00
.......................50.00 		X           0 182,865 33,535
(4) DAVID COWGER........................................................................
VICE CHAIRMA
 1.00
.......................1.00 		X   X       2,450 89,127 10,651
(5) NANCY FOGEL........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 3,850 0
(6) BERNARD CREPPAGE........................................................................
CHAIRMAN
 1.00
.......................1.00 		X   X       0 0 0
(7) JOHN BEYER........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 0 0
(8) KATHY WAGNER........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 0 0
(9) MARGARET ADAMS........................................................................
SECRETARY
 1.00
.......................   		X   X       0 0 0
(10) RAY HESS........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 0 0
(11) TIMOTHY O'BRIEN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(12) JOY HIMMEL........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(13) DAWN MCCLELLAN........................................................................
DIRECTOR
 1.00
.......................1.00 		X           0 0 0
(14) JANET SCHACTNER........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(15) KAREN SMITH........................................................................
TREASURER
 1.00
.......................   		X   X       0 0 0
(16) FRAN VAUGHN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(17) DIANA WOY........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) TOM LEVINE........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(19) VAL MIGNOGNA........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(20) JAY ROBERTS........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(21) JACK SINCLAIR........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(22) MARGARET CALVERT........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(23) CAROLYN DEAN........................................................................
DIRECTOR
 1.00
.......................   		X           0 0 0
(24) PHILIP FREEMAN JR........................................................................
CHIEF OPERAT
 50.00
.......................   		      X     184,558 0 11,356
(25) KIM M KRANZ........................................................................
SR VP HOSPIC
 50.00
.......................   		      X     164,889 0 11,356
(26) RICHARD LOBB........................................................................
VP STRATEGIC
 50.00
.......................   		        X   118,828 0 11,356
(27) CELESTE A TWARDON........................................................................
VP CLINICAL
 50.00
.......................   		        X   117,636 0 3,709
(28) JANIE CHRISTNER........................................................................
VP HOME HEAL
 50.00
.......................   		        X   104,713 0 11,356
(29) SUE LOUNSBURY........................................................................
VP COMPLIANC
 50.00
.......................   		        X   100,474 0 3,709
(30) JAMES BUTLER........................................................................
CHIEF INFORM
 50.00
.......................   		        X   100,443 0 11,356
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 925,841 783,793 195,191
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet7
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
ALTOONA REGIONAL HEALTH SYSTEM620 HOWARD AVEALTOONAPA16601 HEALTH CARE SVC 588,729
DELTA HEALTH TECHNOLOGIES LLCPO BOX 360CLEARFIELDPA16830 SOFTWARE MAINT 288,735
JC BLAIR MEMORIAL1225 WARM SPRINGS AVEHUNTINGDONPA16652 HEALTH CARE SVC 190,177
BLAIR MEDICAL ASSOCI1414 9TH AVEALTOONAPA16602 OUTPATIENT SVCS 110,569
PRO CARE PBM3090 PREMIERE PARKWAYSUITE 100DULUTHGA30097 DRUG MANAGEMENT 106,698
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 59,951
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 37,122
e Government grants (contributions)1e 86,729
f All other contributions, gifts, grants, and
similar amounts not included above1f 		61,583
g Noncash contributions included in lines
1a-1f:$ 		1,114
h Total. Add lines 1a-1f.......MediumBullet 245,385
Program Service Revenue Business Code
2a HOME HEALTH CARE SERVICES 621610 22,328,791 22,328,791    
b HOMECARE FOR HOSPICE SVCS 621610 20,292,388 20,292,388    
c PEDIATRIC PRIVATE DUTY SVCS 621610 3,130,206 3,130,206    
d ADMINISTRATIVE SUPPORT & SVCS 900099 1,767,833 1,767,833    
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 47,519,218
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 222,309     222,309
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 9,392,446 16,199
b Less: cost or other basis and sales expenses 8,893,807 15,999
c Gain or (loss) 498,639 200
d Net gain or (loss)..........MediumBullet 498,839     498,839
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a MISCELLANEOUS   9,462 9,462    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 9,462
12 Total revenue. See Instructions......MediumBullet 48,495,213 47,528,680   721,148
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 380,810 183,575 197,235  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 26,465,346 22,978,529 3,486,817  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,815,302 2,428,963 386,339  
9 Other employee benefits ....... 3,174,844 2,683,972 490,872  
10 Payroll taxes ........... 2,204,560 1,902,032 302,528  
11 Fees for services (non-employees):        
a Management ...... 1,399,124   1,399,124  
b Legal ......... 13,526 4,000 9,526  
c Accounting ........... 6,738 6,738    
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 87,599   87,599  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 2,038,110 2,037,760 350  
12 Advertising and promotion .... 221,508 23,863 197,645  
13 Office expenses ....... 987,357 690,347 297,010  
14 Information technology ...... 582,248 257,219 325,029  
15 Royalties ..        
16 Occupancy ........... 1,364,262 1,033,531 330,731  
17 Travel ............ 1,969,552 1,884,274 85,278  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 122,973 80,062 42,911  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 655,919 561,337 94,582  
23 Insurance .............. 33,192 31,486 1,706  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL EQUIPMENT DRUGS 3,175,772 3,171,434 4,338  
b PROVISION FOR BAD DEBTS 927,926 927,926    
c OTHER SERVICES 614,448 491,406 123,042  
d MISCELLANEOUS 294,833 257,386 37,447  
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 49,535,949 41,635,840 7,900,109 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 1,950 1 2,398
2 Savings and temporary cash investments ......... 5,926,235 2 2,314,303
3 Pledges and grants receivable, net ........... 59,524 3 43,084
4 Accounts receivable, net ............. 8,470,964 4 8,912,121
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7 1,101,676
8 Inventories for sale or use .............. 144,780 8 138,530
9 Prepaid expenses and deferred charges .......... 170,300 9 142,911
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,670,117
b Less: accumulated depreciation ..... 10b 2,478,512 1,386,858 10c 1,191,605
11 Investments—publicly traded securities .......... 7,904,916 11 8,819,117
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 24,065,527 16 22,665,745
Liabilities 17 Accounts payable and accrued expenses ......... 3,240,384 17 2,626,658
18 Grants payable .................   18  
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 10,787,730 25 6,951,038
26 Total liabilities. Add lines 17 through 25......... 14,028,114 26 9,577,696
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 10,037,413 27 13,088,049
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 10,037,413 33 13,088,049
34 Total liabilities and net assets/fund balances ........ 24,065,527 34 22,665,745
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
48,495,213
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
49,535,949
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,040,736
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
10,037,413
5
Net unrealized gains (losses) on investments ...............
5
357,264
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
3,734,108
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
13,088,049
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
Yes
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION
Employer identification number

25-1188570
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 716,309 550,154 438,909 448,730 245,385 2,399,487
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 37,985,335 41,801,966 43,181,348 47,798,031 47,528,680 218,295,360
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5. 38,701,644 42,352,120 43,620,257 48,246,761 47,774,065 220,694,847
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)           220,694,847
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6... 38,701,644 42,352,120 43,620,257 48,246,761 47,774,065 220,694,847
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 160,663 146,430 156,542 187,414 222,309 873,358
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 160,663 146,430 156,542 187,414 222,309 873,358
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. 10,250 7,767 20,162 7,434 9,462 55,075
13 Total support. (Add lines 9, 10c, 11, and 12.).. 38,872,557 42,506,317 43,796,961 48,441,609 48,005,836 221,623,280
14
Section C. Computation of Public Support Percentage
15
15
99.580 %
16
16
99.510 %
Section D. Computation of Investment Income Percentage
17
17
0 %
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION
Employer identification number

25-1188570
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION 		Employer identification number

25-1188570
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION 		Employer identification number

25-1188570
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION 		Employer identification number

25-1188570
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION
Employer identification number

25-1188570
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   3,670,117 2,478,512 1,191,605
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,191,605
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
PENSION LIABILITY 6,941,927
RESERVE FOR CONTINGENT LIABILITIES 9,111







Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 6,951,038
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 48,852,477
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 357,264
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 357,264
3 Subtract line 2e from line 1..................... 3 48,495,213
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 48,495,213
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 49,535,949
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 49,535,949
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 49,535,949
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D PENSION - OTHER COMPREHENSIVE INCOME 3,734,108
Schedule D (Form 990) 2012

Additional Data


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION
Employer identification number

25-1188570
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers,
directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? .......
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
Yes
 
b
Any related organization? .........................
6b
Yes
 
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)ROBERT PACKERCEOPRESIDENT (i)
(ii)		  
267,835 		 
34,826 		 
52,128 		 
68,977 		 
3,709 		 
427,475 		 
 
(2)AMY SWINDELLDIRECTOR (i)
(ii)		  
153,162 		 
  		31,850
  		 
14,000 		 
121 		31,850
167,283 		 
 
(3)GREGG LAVERICKSVPCFO (i)
(ii)		  
153,431 		 
10,141 		 
19,293 		 
33,535 		 
  		 
216,400 		 
 
(4)PHILIP FREEMAN JRCHIEF OPERATING OFF (i)
(ii)		 167,049
  		10,682
  		6,827
  		11,356
  		 
  		195,914
  		 
 
(5)KIM M KRANZSR VP HOSPICE (i)
(ii)		 147,320
  		13,279
  		4,290
  		 
  		11,356
  		176,245
  		 
 
Schedule J (Form 990) 2012

Schedule J (Form 990) 2012
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Identifier Return Reference Explanation
COMPENSATION CONTINGENT UPON NET EARNINGS OF ORGANIZATION SCHEDULE J, PAGE 1, PART I, LINE 6A INCENTIVE PAY FOR KEY EMPLOYEES IS BASED ON A FORMULA BASED ON OPERATING EXCESS OF HNA VISITING NURSE ASSOCIATION AND HNA COMMUNITY SERVICES. AN INCENTIVE WILL BE PAID WHEN THE COMBINED COMPANIES EXCEED 4% RETURN ON REVENUE. KEY EXECUTIVE RANGES ARE PRORATED, WITH THE MINIMUM BEING 4% TO A MAXIMUM 18% OF BASE PAY. INCENTIVE COMPENSATION IS REVIEWED AND APPROVED BY AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS.
COMPENSATION CONTINGENT UPON NET EARNINGS OF RELATED ORG SCHEDULE J, PAGE 1, PART I, LINE 6B INCENTIVE PAY FOR KEY EMPLOYEES IS BASED ON A FORMULA BASED ON OPERATING EXCESS OF HNA VISITING NURSE ASSOCIATION AND HNA COMMUNITY SERVICES. AN INCENTIVE WILL BE PAID WHEN THE COMBINED COMPANIES EXCEED 4% RETURN ON REVENUE. KEY EXECUTIVE RANGES ARE PRORATED, WITH THE MINIMUM BEING 4% TO A MAXIMUM OF 18% OF BASE PAY. INCENTIVE COMPENSATION IS REVIEWED AND APPROVED BY AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS.
OTHER ADDITIONAL INFORMATION SCHEDULE J, PART III SCHEDULE J, PART II, LINE 3: DR. SWINDELL WAS AN EMPLOYEE OF THE ALTOONA REGIONAL HEALTH SYSTEM DURING THE 2013 FISCAL YEAR. DR SWINDELL HAS BEEN EMPLOYED BY HNA VNA AS A HOSPICE MEDICAL DIRECTOR. SCHEDULE J, PART II, LINES 4 AND 5: MR. PACKER AND MR. LAVERICK'S COMPENSATION IS PAID BY HOME NURSING AGENCY AFFILIATES, THE PARENT COMPANY OF HNA VNA.
Schedule J (Form 990) 2012

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Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION
Employer identification number

25-1188570
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) KATHY WAGNER DIRECTOR 288,736 COMPUTER SVCS   No
(2) DIANA WOY DIRECTOR 1,887,027 PATIENT GOODS   No
(3) KAREN SMITH DIRECTOR 153,780 MORTGAGE SERVICES   No
(4) ROBERT PACKER CEO 38,966 COMPENSATION TO SON   No
(5) JOHN BEYER DIRECTOR 1,887,027 PATIENT SERVICES   No
(6) KATHY WAGNER DIRECTOR 601,491 RENT PD TO EMPLOYER   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
ADDITIONAL INFORMATION SCHEDULE L PART V PART IV THE ITEM IN LINE 1 WITH TRANSACTION AMOUNT OF 288736 REPRESENTS COMPUTER SERVICES PAID TO THE EMPLOYER OF KATHY WAGNER PART IV THE ITEM IN LINE 2 WITH TRANSACTION AMOUNT OF 1887027 REPRESENTS PAYMENTS FOR PATIENT CARE SERVICES TO AND FROM THE EMPLOYER OF DIANA WOY PART IV THE ITEM IN LINE 3 WITH TRANSACTION AMOUNT OF 153780 REPRESENTS MORGTGAGE PAYMENTS TO THE EMPLOYER OF KAREN SMITH FROM HNA AFFILIATES WHICH IS THE PARENT CORPORATION PART IV THE ITEM IN LINE 4 WITH TRANSACTION AMOUNT OF 38966 REPRESENTS COMPENSATION PAID TO THE SON OF ROBERT PACKER AARON PACKER IS AN EMPLOYEE OF HNA VNA PART IV THE ITEM IN LINE 5 WITH TRANSACTION AMOUNT OF 1887027 REPRESENTS PAYMENTS FOR PATIENT CARE SERVICES TO AND FROM A COMPANY THAT JOHN BEYER IS A BOARD MEMBER PART IV THE ITEM IN LINE 6 WITH TRANSACTION AMOUNT OF 601491 REPRESENTS RENTS PAID TO THE EMPLOYER OF KATHY WAGNER BY THE HNA AFFILIATES WHICH IS THE PARENT CORPORATION
Schedule L (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public
Inspection
Name of the organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION
Employer identification number

25-1188570
Identifier Return Reference Explanation
ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION HOME NURSING AGENCY & VISITING NURSE ASSOCIATION IS REFERRED TO AS "HNA VNA" OR "HNA VISITING NURSE ASSOCIATION" WITHIN THIS FORM. IN ADDITION HOME NURSING AGENCY IS REFERRED TO AS "HNA". PART I, LINE 1 AND PART III, LINE 1. AS PROVIDED IN ITS ARTICLES, THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCUSIVELY FOR EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED(OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW) (THE "CODE"), INCLUDING, WITHOUT LIMITATION, ESTABLISHING AND OPERATING COMMUNITY SERVICES PROGRAMS, SERVICES OR CLINICS THAT WILL CONTRIBUTE TO THE OVERALL HEALTH AND WELL-BEING OF ALL PERSONS, REGARDLESS OF RACE, COLOR, CREED, RELIGION, SEX, AGE OR NATIONAL ORIGIN. HOME NURSING AGENCY IS DEDICATED TO PROVIDING THE HIGHEST QUALITY OF CUSTOMER SERVICE WITH A SENSE OF WARMTH, KINDNESS AND INDIVIDUAL PRIDE. FORM 990, PART III, LINE 4 - EXEMPT PURPOSE ACHIEVEMENT NARRATIVE UNCOMPENSATED CARE TO HOME NURSING AGENCY CLIENTS IS DETERMINED AS THE DIFFERENCE BETWEEN HOME NURSING AGENCY'S COST TO PROVIDE SERVICE, ON A PER UNIT OR PER VISIT BASIS,AND THE REIMBURSEMENT THAT HOME NURSING AGENCY RECEIVES FROM GOVERNMENTAL PAYERS OR FROM SELF-PAY CLIENTS, INCLUDING SERVICES PROVIDED AT NO CHARGE DUE TO CLIENT'S FINANCIAL HARDSHIP. THESE AMOUNTS ARE RECORDED AS A REDUCTION IN NET PATIENT SERVICE REVENUE IN THE FINANCIAL STATEMENTS. PATIENTS ARE REQUIRED TO APPLY FOR THE CHARITY CARE DISCOUNT, BUT OFTEN DO NOT COMPLETE THE NECESSARY PAPERWORK TO DETERMINE IF THEY QUALIFY. AS A RESULT, THERE IS AN UNQUANTIFIABLE AMOUNT OF UNCOMPENSATED SERVICES THAT WOULD POTENTIALLY BE CONSIDERED CHARITY CARE UNDER THE POLICY, BUT RATHER ARE ULTIMATELY REFLECTED IN BAD DEBT EXPENSE. IN ADDITION TO UNCOMPENSATED CARE, HOME NURSING AGENCY PROVIDED FREE AND BELOW-COST SERVICES AND PROGRAMS FOR THE BENEFIT OF THE COMMUNITY. THE COST OF THESE PROGRAMS IS INCLUDED IN SALARIES AND WAGES, FRINGE BENEFITS, PROFESSIONAL FEES, SUPPLIES, AND OTHER EXPENSE LINES IN THE FINANCIAL STATEMENTS.
ADDITIONAL INFORMATION FORM 990 FORM 990 PART IX STATEMENT OF FUNCTIONAL EXPENSES MANAGEMENT AND GENERAL EXPENSES RECORDED IN COLUMN C REPRESENTS (1) ALLOCATED EXPENSES TO HOME NURSING AGENCY & VISITING NURSE ASSOCIATION FROM HOME NURSING AGENCY AFFILIATES (PARENT COMPANY) INCLUDING, BUT NOT LIMITED TO, COMPENSATION OF THE HOME NURSING AGENCY EXECUTIVE STAFF (CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF PEOPLE OFFICER), AGENCY INSURANCE COSTS AND EXTERNAL AUDITING FEES, AND (2) THE THE DIRECT COSTS OF HOME NURSING AGENCY BACK OFFICE OPERATIONS/DEPARTMENTS, ACCOUNTING, ACCOUNTS RECEIVABLE/BILLING, PAYROLL, HUMAN RESOURCES, PERSONNEL, FACILITIES, AND TRANSPORTATION MANAGEMENT, MANAGEMENT INFORMATION SYSTEMS, AND THE COSTS OF SPECIALIZED DEPARTMENTS FOR COMPLIANCE, PERFORMANCE IMPROVEMENT AND PUBLIC EDUCATION. HOME NURSING AGENCY COMMUNITY SERVICES AND HOME NURSING AGENCY FOUNDATION REIMBURSE HOME NURSING AGENCY AND VISITING NURSE ASSOCIATION FOR THEIR ALLOCATED SHARE OF THE BACK OFFICE OPERATIONS, WHICH REVENUE IS SHOWN IN LINE 2D OF PART VIII, STATEMENT OF REVENUE. DUE TO THE BROAD RANGE OF ADMINISTRATIVE AND PROFESSIONAL SERVICES, A BUSINESS CODE OF 900099 HAS BEEN ASSIGNED.
FIRST ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A SERVING ALL AGES, HOME NURSING AGENCY OFFERS CARE WHEN AN INJURY, CHRONIC ILLNESS, OR SURGERY AFFECTS THE QUALITY OF LIFE. CARE IS AVAILABLE IN A PERSONAL RESIDENCE, ASSISTED LIVING FACILITY, OR PERSONAL CARE HOME - WHEREVER ONE CALLS HOME. THE AGENCY IS A MEMBER OF HOME CARE ELITE, NINE YEARS RUNNING FOR DEMONSTRATING SUPERIOR PERFORMANCE IN PATIENT OUTCOMES AND EXCELLING IN ESTABLISHED QUALITY MEASURES BASED ON US HOME HEALTH COMPARE SCORES; OUR AWARD-WINNING SERVICES BEGIN WITH A DEDICATED STAFF: BOARD CERTIFIED HOSPICE AND PALLIATIVE CARE PHYSICIANS WHO WORK ALONGSIDE AGENCY STAFF ENSURE HIGHEST LEVEL OF CARE AND SUPPORT IS PROVIDED TO PATIENTS WHO ARE LIVING WITH CHRONIC AND/OR LIFE-LIMITING ILLNESSES. ADVANCE-PRACTICE NURSES HELP PATIENTS MANAGE DISEASES SUCH AS DIABETES AND PROVIDE MEDICATION MANAGEMENT, WOUND CARE, CARDIAC CARE, AND MENTAL HEALTH SERVICES. PHYSICAL THERAPISTS IMPROVE A PATIENT'S MOBILITY AND INDEPENDENCE BY USING TREATMENTS SUCH AS EXCERCISE AND RANGE OF MOTION WITH A FOCUS ON SAFETY. OCCUPATIONAL THERAPISTS HELP INDIVIDUALS WITH ENERGY CONSERVATION AND ACTIVITIES OF DAILY LIVING, SUCH AS EATING, DRESSING, AND BATHING USING TRAINING AND ASSISTIVE DEVICES. SPEECH THERAPISTS WORK WITH INDIVIDUALS WHO NEED SPEECH, LANGUAGE, COMMUNICATION, AND SWALLOWING TRAINING AFTER A STROKE, SURGERY OR OTHER CONDITION. HOME HEALTH AIDES HELP WITH PERSONAL CARE AND ACTIVITIES OF DAILY LIVING WHEN SKILLED SERVICES ARE ALSO PROVIDED. SPECIALTY SERVICES ARE ALSO PROVIDED BY SOCIAL WORKERS, NUTRITIONISTS, BEHAVIORAL HEALTH NURSES, AND GRIEF SPECIALISTS FOR BOTH CHILDREN AND ADULTS. COMMUNITY HEALTH AND EDUCATION PROGRAMS INCLUDING - BLOOD PRESSURE SCREENINGS - PRESENTATIONS FOR COMMUNITY ORGANIZATIONS - SUPPORT GROUPS
SECOND ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4B AS PENNSYLVANIA'S FIRST HOME HEALTH AGENCY TO BECOME A MEDICARE CERTIFIED HOSPICE, HOME NURSING AGENCY PARTNERS WITH PHYSICIANS AND IS UNIFIED BY A COMMON MISSION TO PROVIDE THE HIGHEST QUALITY OF HOSPICE CARE. OUR BOARD CERTIFIED HOSPICE AND PALLIATIVE CARE PHYSICIANS, ADVANCE-PRACTICE NURSES, SOCIAL WORKERS, HOSPICE AIDES, CHAPLAINS, AND VOLUNTEERS ARE SPECIALLY-TRAINED TO DEVELOP A PLAN TO PROVIDE COMFORT MANAGEMENT, PERSONAL CARE, AND SPECIALIZED SERVICES FOR BOTH THE PATIENT AND THE FAMILY, INCLUDING GRIEF SUPPORT. HOME NURSING AGENCY IS THE REGION'S ONLY HOSPICE PROVIDER TO OFFER PALLIATIVE CARE CONSULTATION: UNDER THE DIRECTION OF THE PATIENT'S PHYSICIAN AND THE WISHES OF THE PATIENT, THE HOSPICE TEAM USES METHODS OF PAIN AND SYMPTOM CONTROL, ENABLING THE PATIENT TO LIVE AS PAIN-FREE, COMFORTABLY, AND ALERT AS POSSIBLE. MASSAGE THERAPY, MUSIC AND ART THERAPY, AROMATHERAPY AND STRESS MANAGEMENT ARE ALSO OFFERED. HOME NURSING AGENCY IS THE REGION'S ONLY HOSPICE PROVIDER TO OFFER A GRIEF AND BEREAVEMENT CENTER: THE HEALING PATCH: A CENTER FOR LOSS AND HOPE FOR GRIEVING CHILDREN AND THEIR FAMILIES IS DESIGNED FOR CHILDREN AND THEIR FAMILIES WHO HAVE SUFFERED THE LOSS OF A LOVED ONE, SUCH AS A PARENT, SIBLING, GRANDPARENT OR CLOSE FAMILY MEMBER. THE FREE SERVICE WAS FUNDED BY THE HOME NURSING AGENCY FOUNDATION, OUR LOCAL UNITED WAY AGENCIES AND LEE INITIATIVES IN THE YEAR ENDED JUNE 30, 2013.
THIRD ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4C PEDIATRIC HOME CONNECTIONS IS A SERVICE FOR MEDICALLY-FRAGILE CHILDREN WHO REQUIRE 24-HOUR CARE. CHILDREN IN THIS PROGRAM ARE TECHNOLOGY-DEPENDENT OR SUFFERING FROM CHRONIC, LIFE-LIMITING DISABILITIES. FUNDS RECEIVED FROM GRANTS FROM THE HOME NURSING AGENCY FOUNDATION ARE USED TO PAY FOR ADDITIONAL SHIFTS OF NURSING CARE, RESPITE AND SOCIAL SERVICES SUPPORT FOR PROGRAM CHILDREN. ADDITIONALLY, FUNDS ARE USED TO PURCHASE THERAPEUTIC ITEMS NEEDED BY THE CHILD SUFFERING A CHRONIC, LIFE LIMITING DISABILITY THAT WILL HELP TO ENSURE/MAINTAIN THE CHILD'S COMFORT AND PROVIDE EDUCATION AND STIMULATION.
ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D OTHER PROGRAM SERVICES INCLUDE THE ADMINSTRATION OF GRANTS SUPPORTING THE INSTALLATION AND USAGE OF TELEHEALTH EQUIPMENT INTO CLIENT HOMES, THE COSTS TO ADMINISTER ITS PALLIATIVE CARE PROGRAM AND SUPPORT SERVICES UNDER THE UNITED MINE WORKERS GRANT. CONTRIBUTIONS, GRANTS AND/OR GIFTS OF 133,312 TO SUPPORT THE PROGRAM LISTED ABOVE WERE RECEIVED IN THE YEAR ENDED JUNE 30, 2013, AND PROVIDED FUNDING TO COVER THE EXPENSES LISTED IN PART III, LINE 4D.
ADDITIONAL INFORMATION FORM 990, PART VI FORM 990, PART VI, SECTION B, LINE 12B DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY THROUGH COMPLETION OF A SPECIFIC QUESTIONAIRE. ALL ORGANIZATION LEADERS, INCLUDING OFFICERS AND KEY EMPLOYERS, HAVE SIGNED A CONFLICT OF INTEREST AGREEMENT, WHICH REQUIRES THEM TO DISCLOSE CONFLICTS AS THEY OCCUR.
AUTHORITY DELEGATED TO COMMITTEE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 1A HOME NURSING AGENCY & VISITING NURSE ASSOCIATION IS A SUBSIDIARY OF THE HOME NURSING AGENCY AFFILIATES. ALTHOUGH HOME NURSING AGENCY & VISITING NURSE ASSOCIATION BYLAWS HAS NOT DELEGATED AUTHORITY TO AN EXECUTIVE COMMITTEE, THE EXECUTIVE COMMITTEE OF THE HOME NURSING AGENCY AFFILIATES DOES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE VISITING NURSE ASSOCIATION GOVERNING BODY. ARTICLE IV, SECTION 4.2 OF THE HOME NURSING AGENCY AFFILIATES BYLAWS INDICATES THAT THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, PRESIDENT AND CEO, VICE PRESIDENT (IF ANY) SECRETARY, TREASURER, AND THE CHAIRPERSONS OF THE STANDING COMMITTEES, PROVIDED THAT ALL SUCH INDIVIDUALS ARE DIRECTORS OF THE CORPORATION. MEETING OF THIS COMMITTEE SHALL BE CALLED BY THE CHAIRPERSON OR BY ANY THREE (3) OF ITS MEMBERS. A QUORUM SHALL CONSIST OF A MAJORITY OF THE MEMBERS (WHICH MUST INCLUDE AT LEAST ONE (1) OF THE OFFICERS). THE ACT OF A MAJORITY OF THE MEMBERS ENTITLED TO VOTE AT A MEETING IN WHICH A QUORUM IS PRESENT SHALL BE THE ACT OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWERS OF THE BOARD FOR THE TRANSACTIONS OF BUSINESS BETWEEN BOARD MEETINGS OR IN AN EMERGENCY, EXCEPT THAT IT SHALL NOT REVERSE ANY PREVIOUS ACTION OF THE BOARD. ANY ACTION BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED AT THE NEXT MEETING OF THE BOARD. ARTICLE II, SECTION 2.5 INDICATES THAT NO COMPENSATION SHALL BE PAID TO ANY DIRECTOR.
RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 KATHY WAGNER; DONALD DEVORRIS BUSINESS RELATIONSHIP ROBERT PACKER; FRAN VAUGHN BUSINESS RELATIONSHIP FRAN VAUGHN; ROBERT PACKER BUSINESS RELATIONSHIP KAREN SMITH; TIMOTHY SISSLER BUSINESS RELATIONSHIP
MANAGEMENT DELEGATED FORM 990, PAGE 6, PART VI, LINE 3 ARTICLE III, SECTION 3.6 OF THE BYLAWS OF THE ORGANIZATION INDICATE THAT THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF THE HOME NURSING AGENCY AFFILIATES SHALL SERVE AS THE PRESIDENT AND CEO OF THE CORPORATION. BECAUSE THIS SECTION OF THE BYLAWS ALSO PERMITS THE PRESIDENT AND CEO TO APPOINT EXECUTIVE STAFF FROM THE HOME NURSING AGENCY AFFILIATES TO PERFORM CERTAIN ASPECTS OF MANAGEMENT FUNCTIONS, THE CHIEF FINANCIAL OFFICER AND CHIEF PEOPLE OFFICER OF THE HOME NURSING AGENCY AFFILIATES CONTROLLED MANAGEMENT DUTIES OF THE ORGANIZATION.
ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A ARTICLE II, SECTION 2.3,(B) OF THE ORGANIZATION'S BYLAWS PERMITS THE HOME NURSING AGENCY AFFILIATES TO ELECT OR REFUSE TO ELECT EACH PERSON NOMINATED BY THE NOMINATING COMMITTEE.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS FORM 990, PAGE 6, PART VI, LINE 7B ARTICLE II, SECTION 2.2,(A) OF THE ORGANIZATION'S BYLAWS REQUIRES THAT THE FOLLOWING ACTIONS THAT HAVE BEEN APPROVED BY THE AFFILIATES BOARD ALSO HAVE THE AFFIRMATIVE APPROVAL OF THE HOME NURSING AGENCY AFFILIATES: ANY STRATEGIC PLANS AND ANY OPERATING AND CAPITAL BUDGETS OF THE CORPORATION AND EACH SUBSIDIARY OF THE CORPORATION; AMENDMENTS TO ARTICLES OR THESE BYLAWS OR AMENDMENTS TO THE ARTICLES OR BYLAWS OF EACH SUBSIDIARY OF THE CORPORATION (APART FROM CHANGES OF REGISTERED OFFICE); MERGER (UNLESS THE MERGER RESULTS IN THE CORPORATION OR THE RESPECTIVE SUBSIDIARY, AS APPLICABLE, BEING THE SURVIVING ENTITY AND THE TRANSACTION IS LESS THAN 1,000,000), CONSOLIDATION, DISSOLUTION AND SALE OF SUBSTANTIAL ASSETS OF THE CORPORATION OR ANY SUBSIDIARY OF THE CORPORATION; INCURRANCE OF INDEBTEDNESS BY THE CORPORATION OR ANY SUBSIDIARY OF THE CORPORATION (OTHER THAN TRADE AND/OR ACCOUNTS PAYABLE ARISING IN THE ORDINARY COURSE OF BUSINESS) ABOVE THRESHOLDS TO BE DETERMINED BY THE HOME NURSING AGENCY AFFILIATES AND NOT APART OF AN APPROVAL CAPITAL AND/OR OPERATING BUDGET; THE ESTABLISHMENT, TERMINATION OR WITHDRAWL FROM JOINT VENTURES INVOLVING THE CORPORATION (OR ANY SUBSIDIARY OF THE CORPORATION) IN WHICH THE CORPORATION OR ANY SUBSIDIARY OF THE CORPORATION, AS APPLICABLE, HAS A CONTROLLING INTEREST; AND THE ELECTION OR APPOINTMENT OF THE PRESIDENT OR CHIEF EXECUTIVE OFFICER OF THE CORPORATION AND EACH SUBSIDIARY OF THE CORPORATION. ARTICLE II, SECTION 2.2,(B) OF THE ORGANIZATION'S BYLAWS ALSO GIVES THE HOME NURSING AGENCY AFFILIATES THE FOLLOWING POWERS WITH RESPECT TO THE CORPORATION: ELECTION OF THE DIRECTORS OF THE CORPORATION (APART FROM THE EX-OFFICIO DIRECTORS); APPROVAL OF ANY PLAN OF DIVISION OF THE CORPORATION; APPROVAL OF ANY PLAN OF MERGER OF THE CORPORATION WITH ANOTHER CORPORATION (WHETHER OR NOT THE CORPORATION IS THE SURVIVING ENTITY); AND ALL OTHER APPROVALS AND/OR ACTIONS AS ARE RESERVED TO HOME NURSING AGENCY AFFILIATES BY VIRTUE OF THESE BYLAWS OR BY VIRTUE OF ANY RESOLUTIONS ENACTED BY THE CORPORATION.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B HOME NURSING AGENCY & VISITING NURSE ASSOCIATION IS A SUBSIDIARY OF THE HOME NURSING AGENCY AFFILIATES. THE EXECUTIVE COMMITTEE OF THE HOME NURSING AGENCY AFFILIATES HELD A SPECIAL SESSION TO REVIEW THE COMPLETED FORM 990. THE CHAIRMAN OF THE HNA VNA IS A MEMBER OF THE AFFILIATES BOARD OF DIRECTORS.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C TO FAMILIARIZE THEMSELVES WITH POTENTIAL CONFLICTS, THE HOME NURSING AGENCY CEO, CFO, CHIEF PEOPLE OFFICER, AND THE COMPLIANCE OFFICER, REVIEW EACH FORM COMPLETED ANNUALLY BY MEMBERS OF THE BOARDS. ALL BOARD AND COMMITTEE MEETINGS ARE ATTENDED BY AT LEAST ONE PERSON IN THIS GROUP. IF A POTENTIAL CONFLICT SURFACES BEFORE OR DURING A MEETING, THEY ARE RESPONSIBLE FOR ENSURING THAT THE CONFLICT IS NOTED AND APPROPRIATE ACTION IS TAKEN.
COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A EXECUTIVE COMPENSATION FOR THE HOME NURSING AGENCY CEO OF THE HOME NURSING AGENCY ENTITIES IS REVIEWED AND ANALYZED BY AN INDEPENDENT CONSULTANT TO DETERMINE REGION AND MARKET COMPETITIVENESS FOR BOTH WAGES AND BENEFITS. RESULTS OF THOSE FINDINGS ARE PRESENTED TO AN EXECUTIVE COMPENSATION COMMITTEE FOR FURTHER REVIEW, ANALYSIS, RECOMMENDATIONS, AND APPROVALS.
COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B EXECUTIVE COMPENSATION FOR KEY EMPLOYEES IS REVIEWED AND ANALYZED BY AN INDEPENDENT CONSULTANT TO DETERMINE REGION AND MARKET COMPETITIVENESS FOR BOTH WAGES AND BENEFITS. RESULTS OF THOSE FINDINGS ARE PRESENTED TO AN EXECUTIVE COMPENSATION COMMITTEE FOR FURTHER REVIEW, ANALYSIS, RECOMMENDATIONS, AND APPROVALS.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FINANCIAL AND GOVERNANCE INFORMATION IS AVAILABLE IN THE ORGANIZATION'S ANNUAL REPORT AND FORM 990; BOTH OF WHICH ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
ADDITIONAL INFORMATION FORM 990, PART VII FORM 990, PART VII, COMPENSATION: COLUMN B. AVERAGE HOURS PER WEEK THE SOFTWARE USED TO SUBMIT THIS FORM 990 ROUNDS THE AVERAGE HOURS TO A WHOLE NUMBER. BELOW ARE LISTED THE ACTUAL AVERAGE HOURS PER WEEK. COLUMN B. FOR EACH PERSON IN COLUMN (A), PROVIDE AN ESTIMATE OF THE AVERAGE HOURS PER WEEK(IF ANY) DEVOTED TO THE ORGANIZATION AND TO RELATED ORGANIZATIONS ON SCHEDULE 0. MARGARET ADAMS, SECRETARY - 0.10 HOURS PER WEEK - 0 HOURS RELATED ORG JOHN BEYER, CHAIRMAN - 0.30 HOURS PER WEEK - 0.6 HOURS RELATED ORG MARGARET CALVERT, DIRECTOR - 0.10 HOURS PER WEEK - 0 HOURS RELATED ORG DAVID COWGER, VICE CHAIRMAN - 0.10 HOURS PER WEEK - 1.0 HOURS RELATED ORG CAROLYN DEAN, DIRECTOR - 0.10 HOURS PER WEEEK - 0 HOURS RELATED ORG NANCY FOGEL, DIRECTOR - 0.20 HOURS PER WEEK - 0.2 HOURS RELATED ORG PHILIP FREEMAN, COO - 50 HOURS PER WEEK - 0 HOURS RELATED ORG BERNARD CREPPAGE, - CHAIRMAN - 0.90 HOURS PER WEEK - 1.9 HRS RELATED ORG RAY HESS, DIRECTOR - 0.10 HOURS PER WEEK - 0.2 HOURS RELATED ORG JOY HIMMEL, DIRECTOR - 0.10 HOURS PER WEEK - 0 HOURS RELATED ORG TOM LEVINE, DIRECTOR - 0.20 HOURS PER WEEK - 0 HOURS RELATED ORG DAWN MCCLELLAN, DIRECTOR - 0.10 HOURS PER WEEK - 0.25 HOURS RELATED ORG VAL MIGNOGNA, DIRECTOR - 0.10 HOURS PER WEEK - 0 HOURS RELATED ORG TIMOTHY O'BRIEN, DIRECTOR - 0.10 HOURS PER WEEK - 0 HOURS RELATED ORG JAY ROBERTS, DIRECTOR - 0.10 HOURS PER WEEK - 0 HOURS RELATED ORG JANET SCHACHTNER, DIRECTOR - 0.10 HOURS PER WEEK - 0 HOURS RELATED ORG JACK SINCLAIR, DIRECTOR - 0.10 HOURS PER WEEK - 0 HOURS RELATED ORG KAREN SMITH, TREASURER - 0.30 HOURS PER WEEK - 0 HOURS RELATED ORG AMY SWINDELL, DO, DIRECTOR - 0.10 HOURS PER WEEK - 50 HOURS RELATED ORG FRAN VAUGHN, DIRECTOR - 0.20 HOURS PER WEEK - 0 HOURS RELATED ORG KATHY WAGNER, DIRECTOR - 0.50 HOURS PER WEEK - 0.5 HOURS RELATED ORG DIANA WOY, DIRECTOR - 0.10 HOURS PER WEEK - 0 HOURS RELATEG ORG GREGG LAVERICK, CFO, KEY EMPLOYEE - ROBERT PACKER, CEO, KEY EMPLOYEE - KIM KRANZ, SENIOR VP (FORMER) - 50.0 HOURS PER WEEK - 0 HOURS RELATED ORG CELESTE TWARDON, VP - 50.0 HOURS PER WEEK - 0 HOURS RELATED ORG JAMES BUTLER, DIR OF INFO TECH - 50.0 HOURS PER WEEK - 0 HOURS RELATED ORG RICHARD COBB, VP STRATEGIC BUS DEV - 50.0 HOURS PER WEEK - 0 HOURS RELATED JANICE CHRISTNER, VP OF HOME HEALTH - 50.0 HOURS PER WEEK - 0 HOURS RELATED SUE LOUNSBURY, VP OF COMPLIANCE - 50.0 HOURS PER WEEK - 0 HOURS RELATED ORG BECAUSE THE FOLLOWING OFFICERS ARE EMPLOYED BY THE HOME NURSING AGENCY AFFILIATES, ALL OF THEIR HOURS ARE RECORDED IN THEIR CORPORATION OF EMPLOYMENT: GREGG LAVERICK, CFO; ROBERT PACKER, CEO.
RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 PENSION - OTHER COMPREHENSIVE INCOME 3,734,108
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
HOME NURSING AGENCY & VISITING
NURSE ASSOCIATION
Employer identification number

25-1188570
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) HOME NURSING AGENCY AFFILIATES

201 CHESTNUT AVENUE

ALTOONA,PA16603
25-1518698 		SUPPORT PA 501C 11B ARHS
ALTOONA REGINAL HEALTH SYSTEM
 
No
(2) HOME NURSING AGENCY COMMUNITY SERVI

201 CHESTNUT AVENUE

ALTOONA,PA16603
25-1517533 		HEALTH CAR PA 501C 9 AFFILIATES
HOME NURSING AGENCY AFFILIATES
 
No
(3) HOME NURSING AGENCY FOUNDATION

201 CHESTNUT AVENUE

ALTOONA,PA16603
25-1467014 		FUNDRAISIN PA 501C 11D AFFILIATES
HOME NURSING AGENCY AFFILIATES
 
No
(4) ALTOONA REGIONAL HEALTH SYSTEM

600 HOWARD AVENUE

ALTOONA,PA16603
 HEALTH CAR PA 501C 3 NA
 
 
No






For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) QUALITY FIRST HEALTHCARE LLC

201 CHESTNUT AVE
ALTOONA,PA16601
31-1521422 		EXTEDED LI PA HNA AFF
  		C CORP         No
(2) AMERICAN HOME HELATH INC

201 CHESTNUT AVE
ALTOONA,PA16601
31-1521422 		HOME HEALT OH QFH
  		C CORP         No










Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) HNA FOUNDATION

 C 37,122 GRANT AWARDED
(2) HNA AFFILIATES

 K 1,360,099 SQ FOOTAGE
(3) HNA COMMUNITY SERVICES

 L 1,000,317 TOTAL EXPENSES
(4) HNA FOUNDATION

 L 26,973 TOTAL EXPENSES
(5) HNA COMMUNITY SERVICES

 L 14,066 TIMECARDS
(6) HNA COMMUNITY SERVICES

 L 285,957 OF CLIENTS
(7) HNA FOUNDATION

 L 175,847 TIMECARDS
(8) HNA AFFILIATES

 M 1,356,077 OF EXPENSES
(9) ALTOONA REGIONAL HEALTH SYSTEM

 M 588,729 INVOICES
(10) HNA COMMUNITY SERVICES

 M 115,259 TIMECARDS
(11) HNA AFFILIATES

 P 5,680,286 INVOICES OF SALARIES
(12) HNA COMMUNITY SERVICES

 Q 188,903 INVOICES OF SALARIES
(13) QUALITY FIRST HEALTHCARE

 A 12,470 OF PRIME RATE TO OS
(14) QUALITY FIRST HEALTHCARE

 D 651,009 PROM NOTE BALANCE
(15) AMERICAN HOME HEALTH

 D 447,892 PROM NOTE BALANCE
(16) QUALITY FIRST HEALTHCARE

 L 85,805 TIMECARDS OF EXP
(17) HNA FOUNDATION

 C 37,122 GRANT AWARDED
(18) HNA AFFILIATES

 K 1,360,099 SQ FOOTAGE
(19) HNA COMMUNITY SERVICES

 L 1,000,317 TOTAL EXPENSES
(20) HNA FOUNDATION

 L 26,973 TOTAL EXPENSES
(21) HNA COMMUNITY SERVICES

 L 14,066 TIMECARDS
(22) HNA COMMUNITY SERVICES

 L 285,957 OF CLIENTS
(23) HNA FOUNDATION

 L 175,847 TIMECARDS
(24) HNA AFFILIATES

 M 1,356,077 OF EXPENSES
(25) ALTOONA REGIONAL HEALTH SYSTEM

 M 588,729 INVOICES
(26) HNA COMMUNITY SERVICES

 M 115,259 TIMECARDS
(27) HNA AFFILIATES

 P 5,680,286 INVOICES OF SALARIES
(28) HNA COMMUNITY SERVICES

 Q 188,903 INVOICES OF SALARIES
(29) QUALITY FIRST HEALTHCARE

 A 12,470 OF PRIME RATE TO OS
(30) QUALITY FIRST HEALTHCARE

 D 651,009 PROM NOTE BALANCE
(31) AMERICAN HOME HEALTH

 D 447,892 PROM NOTE BALANCE
(32) QUALITY FIRST HEALTHCARE

 L 85,805 TIMECARDS OF EXP
(33) HNA FOUNDATION

 C 37,122 GRANT AWARDED
(34) HNA AFFILIATES

 K 1,360,099 SQ FOOTAGE
(35) HNA COMMUNITY SERVICES

 L 1,000,317 TOTAL EXPENSES
(36) HNA FOUNDATION

 L 26,973 TOTAL EXPENSES
(37) HNA COMMUNITY SERVICES

 L 14,066 TIMECARDS
(38) HNA COMMUNITY SERVICES

 L 285,957 OF CLIENTS
(39) HNA FOUNDATION

 L 175,847 TIMECARDS
(40) HNA AFFILIATES

 M 1,356,077 OF EXPENSES
(41) ALTOONA REGIONAL HEALTH SYSTEM

 M 588,729 INVOICES
(42) HNA COMMUNITY SERVICES

 M 115,259 TIMECARDS
(43) HNA AFFILIATES

 P 5,680,286 INVOICES OF SALARIES
(44) HNA COMMUNITY SERVICES

 Q 188,903 INVOICES OF SALARIES
(45) QUALITY FIRST HEALTHCARE

 A 12,470 OF PRIME RATE TO OS
(46) QUALITY FIRST HEALTHCARE

 D 651,009 PROM NOTE BALANCE
(47) AMERICAN HOME HEALTH

 D 447,892 PROM NOTE BALANCE
(48) QUALITY FIRST HEALTHCARE

 L 85,805 TIMECARDS OF EXP
Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under section 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2012
Schedule R (Form 990) 2012
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation

Additional Data


Software ID:  
Software Version: