Civic Intelligence

Valley Vna Health Systems Inc

EIN 39-1624803 • 501(c)3 • Neenah, WI

View Organization Page

Profile

Providing quality choices for senior living

1535 Lyon DriveNeenah, WI 54956

www.valleyvna.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.06x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.10x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

37th percentile

0.3%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

51st percentile

$189,342

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

29th percentile

-1.2%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-6.4%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$16,117,589

Down $197,852 (-1.2%) from 2024

Liabilities

Down

$907,676

Down $315,877 (-26%) from 2024

Net Assets

Up

$15,209,913

Up $118,025 (+0.8%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin37th percentile

Revenue

Down

$8,665,676

Down $592,959 (-6.4%) from 2024

Expenses

Up

$8,641,408

Up $578,597 (+7.2%) from 2024

Net Income

Down

$24,268

Down $1,171,556 (-98%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $7,110,720Liabilities 2010: $218,611Net Assets 2010: $6,892,1092010Assets 2011: $6,885,969Liabilities 2011: $209,366Net Assets 2011: $6,676,6032011Assets 2012: $6,679,173Liabilities 2012: $246,982Net Assets 2012: $6,432,1912012Assets 2013: $6,617,402Liabilities 2013: $236,054Net Assets 2013: $6,381,3482013Assets 2014: $6,449,354Liabilities 2014: $202,123Net Assets 2014: $6,247,2312014Assets 2015: $6,039,059Liabilities 2015: $203,909Net Assets 2015: $5,835,1502015Assets 2016: $5,846,492Liabilities 2016: $211,840Net Assets 2016: $5,634,6522016Assets 2017: $7,462,561Liabilities 2017: $1,864,404Net Assets 2017: $5,598,1572017Assets 2018: $8,412,461Liabilities 2018: $568,616Net Assets 2018: $7,843,8452018Assets 2019: $8,651,577Liabilities 2019: $480,699Net Assets 2019: $8,170,8782019Assets 2020: $11,409,691Liabilities 2020: $526,840Net Assets 2020: $10,882,8512020Assets 2021: $12,381,043Liabilities 2021: $510,940Net Assets 2021: $11,870,1032021Assets 2022: $12,641,535Liabilities 2022: $1,117,981Net Assets 2022: $11,523,5542022Assets 2023: $15,019,395Liabilities 2023: $1,163,762Net Assets 2023: $13,855,6332023Assets 2024: $16,315,441Liabilities 2024: $1,223,553Net Assets 2024: $15,091,8882024Assets 2025: $16,117,589Liabilities 2025: $907,676Net Assets 2025: $15,209,9132025

Highlighted filing

2025

Assets$16,117,589
Liabilities$907,676
Net Assets$15,209,913
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $2,970,0972010Revenue 2011: $2,827,387Expenses 2011: $2,958,625Net Income 2011: -$131,2382011Expenses 2012: $2,988,9262012Revenue 2013: $2,729,327Expenses 2013: $2,989,379Net Income 2013: -$260,0522013Revenue 2014: $2,610,613Expenses 2014: $2,823,584Net Income 2014: -$212,9712014Revenue 2015: $2,597,300Expenses 2015: $2,883,334Net Income 2015: -$286,0342015Revenue 2016: $2,919,050Expenses 2016: $3,185,186Net Income 2016: -$266,1362016Revenue 2017: $2,941,012Expenses 2017: $3,034,434Net Income 2017: -$93,4222017Revenue 2018: $6,651,622Expenses 2018: $4,160,857Net Income 2018: $2,490,7652018Revenue 2019: $6,365,480Expenses 2019: $6,357,571Net Income 2019: $7,9092019Revenue 2020: $9,063,055Expenses 2020: $6,546,061Net Income 2020: $2,516,9942020Revenue 2021: $6,674,825Expenses 2021: $5,884,435Net Income 2021: $790,3902021Revenue 2022: $6,725,846Expenses 2022: $6,282,585Net Income 2022: $443,2612022Revenue 2023: $8,818,517Expenses 2023: $6,757,579Net Income 2023: $2,060,9382023Revenue 2024: $9,258,635Expenses 2024: $8,062,811Net Income 2024: $1,195,8242024Revenue 2025: $8,665,676Expenses 2025: $8,641,408Net Income 2025: $24,2682025

Highlighted filing

2025

Revenue$8,665,676
Expenses$8,641,408
Net Income$24,268
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,117,589
Liabilities
$907,676
Net assets
$15,209,913
Revenue
$8,665,676
Expenses
$8,641,408
Net income
$24,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.1$0.91$15.2$8.67$8.64$0.02
2024Detailed filing. Detailed filing data is available for this year.$16.3$1.22$15.1$9.26$8.06$1.20
2023Detailed filing. Detailed filing data is available for this year.$15.0$1.16$13.9$8.82$6.76$2.06
2022Detailed filing. Detailed filing data is available for this year.$12.6$1.12$11.5$6.73$6.28$0.44
2021Detailed filing. Detailed filing data is available for this year.$12.4$0.51$11.9$6.67$5.88$0.79
2020Detailed filing. Detailed filing data is available for this year.$11.4$0.53$10.9$9.06$6.55$2.52
2019Detailed filing. Detailed filing data is available for this year.$8.65$0.48$8.17$6.37$6.36$0.01
2018Detailed filing. Detailed filing data is available for this year.$8.41$0.57$7.84$6.65$4.16$2.49
2017Detailed filing. Detailed filing data is available for this year.$7.46$1.86$5.60$2.94$3.03$0.09
2016Detailed filing. Detailed filing data is available for this year.$5.85$0.21$5.63$2.92$3.19$0.27
2015Detailed filing. Detailed filing data is available for this year.$6.04$0.20$5.84$2.60$2.88$0.29
2014Detailed filing. Detailed filing data is available for this year.$6.45$0.20$6.25$2.61$2.82$0.21
2013Detailed filing. Detailed filing data is available for this year.$6.62$0.24$6.38$2.73$2.99$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.68$0.25$6.43$2.99
2011Summary only. Only limited summary data is available for this year.$6.89$0.21$6.68$2.83$2.96$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$0.22$6.89$2.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 3, 2026
Return Version
2025v4.0
Gross Receipts
$10,152,648
Mission and Program Overview

Mission

Providing quality choices for senior living

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$11,959,690$11,514,732▼ $444,958
Investments in Publicly Traded Securities$2,715,993$2,852,636▲ $136,643
Cash and Non-Interest-Bearing Accounts$705,482$616,358▼ $89,124
Accounts Receivable$568,789$535,683▼ $33,106
Savings and Temporary Cash Investments$249,471$490,711▲ $241,240
Prepaid Expenses and Deferred Charges$72,246$76,923▲ $4,677
Inventories for Sale or Use$31,642$26,856▼ $4,786
Pledges and Grants Receivable$12,128$3,690▼ $8,438
Total Assets$16,315,441$16,117,589▼ $197,852
Liabilities
Accounts Payable and Accrued Expenses$673,124$513,094▼ $160,030
Mortgage Notes Payable Secured by Investment Property$500,000$328,580▼ $171,420
Deferred Revenue$50,429$66,002▲ $15,573
Total Liabilities$1,223,553$907,676▼ $315,877
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$14,964,658$15,034,411▲ $69,753
Net Assets With Donor Restrictions$127,230$175,502▲ $48,272
Total Net Assets Fund Balance$15,091,888$15,209,913▲ $118,025
Total Liabilities and Net Assets / Fund Balance$16,315,441$16,117,589▼ $197,852

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,679,157$3,929,666$14,608,823
Equipment$216,065$924,194$1,140,259
Leasehold Improvements$169,081$366,893$535,974
Land$450,429-$450,429
Other Land Buildings-$125,381$125,381
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Becky ReicheltPresident/ceFT$179,331$10,011$189,342
Becky ReicheltPresident/CEO-$179,331$10,011$189,342
Vicki McauliffeCFOFT$87,126$12,750$99,876

Board Members and Trustees

NameTitle
Paul VerbetenChair
Denise BurkettVice Chair
Fritz MerizonDirector
Mike RohrkasteDirector
Paul SchultzDirector
Paula McnielDirector
Steve Knaus MdDirector
Joe McgraneTreasurer/se

Highest Paid Contractors

ContractorServicesLocationCompensation
Kelstar LLCCare StaffN8874 CHURCH ST, PO BOX 155, Forest Junction, WI 54123$366,021
Security Luebke Roofing INCNew Roof3921 E ENDEAVOR DR, Appleton, WI 54915$212,846
Martin Brothers Distributing Co INCFoodPO BOX 69, Cedar Falls, IA 50613$189,227
Revenue and Support

Revenue Composition

Contributions and Grants
$605,776
Program Service Revenue
$7,767,523
Investment Income
$262,260
Other Revenue
$30,117
All Other Contributions
$290,523
Change in Net Assets
$24,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,654,296
Other Expenses$2,987,112
Total Fundraising Expense$13,801
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,510,310$945,083-$4,455,393
Fees for Services Other$998,602$102,871$470$1,101,943
Other Employee Benefits$691,880$217,805-$909,685
Depreciation Depletion$632,330$101,699-$734,029
Occupancy$196,208$134,129-$330,337
Current Officers, Directors, Trustees, and Key Employees$227,247$61,971-$289,218
Insurance$68,310$35,552-$103,862
Information Technology$26,896$59,420$1,938$88,254
All Other Expenses$33,429$21,190$7,907$62,526
Advertising-$53,466$2,981$56,447
Other Expenses$22,049$8,625-$30,674
Office Expenses$6,166$12,564$505$19,235
Fees for Services Accounting-$16,195-$16,195
Fees for Services Legal-$2,063-$2,063
Total Functional Expenses$6,566,576$2,061,031$13,801$8,641,408
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$46,775---
Love Lights$12,965---
Total Events$59,740---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“We get either electronic or paper copies of 990 to executive/finance committee as soon as possible for review, which may or may not be prior to submission based on timing it is provided to management.”

Form 990, Page 6, Part VI, Line 12C

“Directors are required to disclose to the board any duality of interest or possible conflict. When this happens either the director will abstain from voting on particular issues, or they may be asked to leave the board.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors uses a wage survey to help determine compensation for the top officers.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

Filer Name
Valley Vna Health Systems Inc
EIN
39-1624803
Phone
9207275555
Address
1535 LYON DRIVE, NEENAH, WI 54956

Signing Officer

Name
Becky Reichelt
Title
President/CEO
Phone
9207275555
Signed
2026-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Becky Reichelt
Formed
1988
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
8
Employees
227
Volunteers
175

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Laura Stinski CPA
Phone
9209930105
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Health and wellness programs include foot care, blood pressure clinics, and administration of the meals on wheels program. We provided 6671 meals, 1608 hours of foot care services, and 764 hours of nursing visits.”

Form 990, Part IX, Line 11G

“Professional fees 998,602 102,871 470”

Financial Statement Notes

Schedule D, Page 3, Part X

“Valley vna health systems, inc. And affiliate are organized as wisconsin nonprofit corporations and have been recognized by the internal revenue service (irs) as exempt from federal income taxes under irc section 501(a) as organizations described in internal revenue code (irc) section 501(c) (3), qualify for the charitable contribution deduction under irc sections 170(b)(1)(a)(vi) and (viii), and have been determined not to be private foundations under irc sections 509 (a)(1) and (3), respectively. The organizations are annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the organizations are subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes for which it files an exempt organization business income tax return (form 990-t) with the irs.”

Raw XML AppendixShowing 400 of 600 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/Desc3OTHER CLIENT SERVICES
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IRS990/ProgSrvcAccomActy2Grp/Desc0PERFORMED 35,144 HOURS OF PERSONAL CARE SERVICES. THESE SERVICES INCLUDED BATHING, DRESSING, EXERCISING, TOILETING ASSISTANCE, NAIL CARE AND HAIR CARE.
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IRS990/ProgSrvcAccomActy3Grp/Desc0HOMEMAKER/COMPANION PROGRAMS PERFORMED 173 HOURS OF SERVICE. THESE SERVICES INCLUDE HOUSEKEEPING, MEAL PREPARATION, MEDICATION REMINDERS, GROCERY SHOPPING, AND PERFORMING OTHER ERRANDS. PERFORMED 1928 HOURS OF HOMEMAID SERVICE.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0HEALTH AND WELLNESS PROGRAMS INCLUDE FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. WE PROVIDED 6671 MEALS, 1608 HOURS OF FOOT CARE SERVICES, AND 764 HOURS OF NURSING VISITS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS REVENUE 67,125
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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