Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
VISITING NURSE ASSOCIATION OF INDIAN RIVER COUNTY INC |
591645497 | Yes | 329,564 | 0 | ||
| (B)
VNA HOPSICE OF INDIAN RIVER COUNTY INC |
592402136 | Yes | 1,252,373 | 0 | ||
| (C)
VNA SPACE COAST INC |
651002301 | Yes | 22,381 | 0 | ||
| (D)
VNA OF THE TREASURE COAST INC |
592664912 | Yes | 569,520 | 0 | ||
Total 4
|
2,173,838 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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...... | ||||||
| 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. | ||||||
| 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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF FORM 990 IS SUBMITTED TO THE FINANCE COMMITTEE OF THE BOARD FOR RECOMMENDATION OF APPROVAL BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN VOTE TO APPROVE THE RETURNS. ALL MEMBERS ARE PROVIDED WITH AN ELECTRONIC VERSION OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL ASSOCIATES OF THE VNA AGREE WITH THE AGENCY CONFLICT OF INTEREST POLICY. BOARD MEMBERS RESIGN THE CONFLICT OF INTEREST STATEMENT EACH YEAR AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESEIDENT/CEO SALARY IS ESTABLISHED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. RESPONSIBILITY FOR VICE PRESIDENTS AND DIRECTORS ARE ESTABLISHED BASED UPON SALARY SURVEY DATA FOR THE AREA AND APPROVED BY THE CEO. SALARY SURVEY DATA IS RECEIVED ANNUALLY AND COMPENSATION IS DETERMINED BASED UPON JOB REQUIREMENTS, EDUCATION, AREA AND AGENCY BUDGET. THE SURVEY INFORMATION RESIDES WITH THE VICE PRESIDENT OF HUMAN RESOURCES WHO REVIEWS, RECOMMENDS AND GETS APPROVAL FROM THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO THE PUBLIC. |
| FORM 990, PART VII, SECTION A | MARY LINN HAMILTON, THE CURRENT PRESIDENT/CEO OF ALL FIVE VNA ENTITIES, RECEIVED SALARY FROM ONLY ONE OF THE ENTITIES - VISITING NURSE ASSOCIATION OF THE TREASURE COAST, INC. HOWEVER, HER DAILY WORK INCLUDED MANAGING ALL FIVE VNA ENTITIES. THE FOLLOWING IS THE ALLOCATION OF HER WEEKLY WORKING HOURS: VNA OF THE TREASURE COAST, INC (EIN:59-2664912) - 10 HOURS PER WEEK VNA HOSPICE OF IRC, INC (EIN:59-2402136) - 5 HOURS PER WEEK VNA OF INDIAN RIVER COUNTY, INC (EIN:59-164597) - 12 HOURS PER WEEK VNA SPACE COAST, INC (EIN:65-1002301) - 2 HOURS PER WEEK VNA AND HOSPICE FOUNDATION, INC (EIN:59-2804739) - 12 HOURS PER WEEK |
| FORM 990, PART VII, SECTION A | TIME DEVOTED TO VNA OF THE TREASURE COAST (EIN: 59-2664912): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 25.00 ANN MARIE MCCRYSTAL DIRECTOR 5.00 CAROL KANAREK DIRECTOR 1.00 SUE TOMPKINS SECRETARY 5.00 MARY LINN HAMILTON PRESIDENT/CEO 10.00 |
| FORM 990, PART VII, SECTION A | TIME DEVOTED TO VNA HOSPICE OF INDIAN RIVER COUNTY, INC (EIN: 59-2402136): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 3.00 MARTA SCHNEIDER TREASURER/SECRETARY 1.00 MARY LINN HAMILTON PRESIDENT/CEO 5.00 |
| FORM 990, PART VII, SECTION A | TIME DEVOTED TO VNA INDIAN RIVER COUNTY, INC (EIN: 59-1645497): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 5.00 SUE TOMPKINS SECRETARY 0.50 MARY LINN HAMILTON PRESIDENT/CEO 12.00 |
| FORM 990, PART VII, SECTION A | TIME DEVOTED TO VNA SPACE COAST, INC (EIN: 65-1002301): NAME TITLE HRS/WK DEVOTED MARY BLUMSTEIN VICE PRESIDENT OF FINANCE 1.00 ANN MARIE MCCRYSTAL DIRECTOR 0.50 MARY LINN HAMILTON PRESIDENT/CEO 2.00 |
| FORM 990, PART XI, LINE 9: | WRITE OFF OF UNCOLLECTIBLE PLEDGES -7,525. |
| FORM 990, PART XII, LINE 2(C) | THIS ORGANIZATION HAS AN AUDIT/FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCEDURE DID NOT CHANGE DURING THIS YEAR. |
| FORM 990, PART III, LINE 1 | THANKS TO GENEROUS DONORS WHO BELIEVE IN BUILDING A HEALTHIER COMMUNITY FOR ALL THROUGH THEIR GIFTS TO THE VNA AND HOSPICE FOUNDATION, THE VNA OF THE TREASURE COAST AND VNA HOSPICE OF INDIAN RIVER COUNTY IS ABLE TO CARE FOR EVERYONE IN NEED REGARDLESS OF THEIR FINANCIAL RESOURCES. THE FOUNDATION PARTNERS WITH VNA TO SUPPORT PROGRAMS AND SERVICES THAT OTHERWISE WOULD NOT BE FUNDED THROUGH INSURANCE, MEDICARE OR MEDICAID. EXAMPLES INCLUDE: CHARITABLE HOME HEALTH AND HOSPICE CARE VNA HOSPICE HOUSE SUPPORT BEREAVEMENT, SUPPORT AND THERAPY SERVICES TECHNOLOGY PROFESSIONAL DEVELOPMENT, TRAINING AND CERTIFICATION FOR CLINICIANS COMMUNITY WELLNESS PROGRAMS SPECIAL PATIENT NEEDS ON AVERAGE EACH YEAR, MORE THAN $2 MILLION IS REQUIRED TO CARE FOR LOCAL RESIDENTS WHO ARE SICK, RECOVERING FROM SURGERY, FACING A LIFE LIMITING ILLNESS OR HAVE A CHRONIC HEALTH CONDITION SUCH AS HEART DISEASE OR DIABETES. THE VNA AND HOSPICE FOUNDATION WORKS WITH CHARITABLY-INCLINED INDIVIDUALS, FAMILIES, FOUNDATIONS AND BUSINESSES TO UNDERSTAND AND ALIGN THEIR PASSIONS WITH THE ORGANIZATION'S MOST PRESSING NEEDS. FUNDS ARE RAISED THROUGH MAILINGS, STRATEGIC CONVERSATIONS WITH DONORS, AN ANNUAL SPECIAL EVENT, MEMORIAL CONTRIBUTIONS, GRANTS, BEQUESTS, AND ESTATES. |
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