Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Waterloo Visiting Nursing Association
990EZ • Fiscal year 2024 • EIN 42-0782546
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
56th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 194.7% of source-year revenue.
Asset Growth
3rd percentile
Faster asset growth than 3% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Balance Sheet
Assets
Down$0
Down $330,838 (-100%) from 2023
Net Assets
Down$0
Down $122,480 (-100%) from 2023
Liabilities
Down$0
Down $208,358 (-100%) from 2023
Revenue And Expenses
Revenue
Down$31,174
Down $821,084 (-96%) from 2023
Expenses
Down$20,935
Down $913,721 (-98%) from 2023
Net Income
Up$10,239
Up $92,637 (+112%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Nov 20, 2024
- Signed
- Jun 9, 2025
- Return Version
- 2024v5.1
- Gross Receipts
- $31,174
Mission and Program Overview
Mission
To bring exceptional healthcare into the home with reliability, dignity, and respect, to support quality of life with positive outcomes.
Prior to dissolution, the orgnaization was engaged in promoting health and providing care services to individuals, families, and the community.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE ORGANIZATION CEASED ALL ACTIVITIES PRIOR TO JUNE 30, 2024 AND FILED ITS ARTICLES OF DISSOLUTION WITH THE IOWA SECRETARY OF STATE ON NOVEMBER 20, 2024. THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN AND CLOSING OUT ITS ACCOUNTS. AS OF MARCH 31, 2025, APPROXIMATELY $22,400 WAS REMAINING IN THE CHECKING ACCOUNT, WITH APPROXIMATELY $12,100 TO BE PAID FOR PROFESSIONAL SERVICES, AND THE REMAINING $10,300 TO BE PAID OUT TO ANOTHER 501(C)(3) ORGANIZATION. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANNETTE BURKE | Executive Director | - | $60,700 | - | $60,700 |
Filing and Contact Details
Filer
- Filer Name
- Waterloo Visiting Nursing Association
- EIN
- 42-0782546
- Phone
- 3192356201
- Address
- 2530 UNIVERSITY AVE 3, WATERLOO, IA 50701
Signing Officer
- Name
- Annette Burke
- Title
- Executive Director
- Phone
- 3192356201
- Signed
- 2025-06-09
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Creative Planning Tax LLC
- Address
- 100 E PARK AVE STE 300, WATERLOO, IA 50703
- Preparer
- Brian Aronson
- Phone
- 3192346885
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest . Amount: 24.”
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: miscellaneous revenue. Amount: 9. Description: state tax refund. Amount: 30,717. Total to form 990-ez, line 8: 30,726.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: medical expenses. Amount: 2,369. Description: bank fees. Amount: 391. Description: sales tax expense. Amount: 13. Description: miscellaneous expense. Amount: 1,670. Total to form 990-ez, line 16: 4,443.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: prior period adjustment. Amount: -36,849. Description: estimated amount to be passed out to a 501(c)3 organization. Amount: -10,239. Total to form 990-ez, line 20: -47,088.”
Raw XML Appendix153 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | WATERLOO VISITING NURSING ASSOCIATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3192356201 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2530 UNIVERSITY AVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WATERLOO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50701 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 36849 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 10239 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 16018 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/FinalReturnInd | 0 | X |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 36849 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 31174 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 24 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 36849 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 36849 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 474 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 4.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 60700 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANNETTE BURKE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | EXECUTIVE DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 1 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -47088 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4443 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 30726 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PRIOR TO DISSOLUTION, THE ORGNAIZATION WAS ENGAGED IN PROMOTING HEALTH AND PROVIDING CARE SERVICES TO INDIVIDUALS, FAMILIES, AND THE COMMUNITY. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 424 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE ORGANIZATION CEASED ALL ACTIVITIES PRIOR TO JUNE 30, 2024 AND FILED ITS ARTICLES OF DISSOLUTION WITH THE IOWA SECRETARY OF STATE ON NOVEMBER 20, 2024. THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN AND CLOSING OUT ITS ACCOUNTS. AS OF MARCH 31, 2025, APPROXIMATELY $22,400 WAS REMAINING IN THE CHECKING ACCOUNT, WITH APPROXIMATELY $12,100 TO BE PAID FOR PROFESSIONAL SERVICES, AND THE REMAINING $10,300 TO BE PAID OUT TO ANOTHER 501(C)(3) ORGANIZATION. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 20935 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 31174 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | HTTPS://WWW.VNAWATERLOO.ORG/ |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | TAX YEAR 2024 IS A SHORT YEAR AS THE ORGANIZATION TERMINATED ITS BUSINESS ON NOVEMBER 20, 2024. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART 2 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11614 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 30609 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 33567 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 66258 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 142048 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 24 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 674 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 376 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 493 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2654 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 4221 |
| IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt | 0 | 3442670 |
| IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt | 0 | 30726 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 30726 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.70130 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.90060 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 124128 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 17920 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 11614 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 30609 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 33567 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 66258 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 142048 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 176995 |
| IRS990ScheduleN/AssetsDistributedInd | 0 | 1 |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | 1 |
| IRS990ScheduleN/BondsOutstandingInd | 0 | 0 |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | 1 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | 0 |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | 1 |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION CEASED ALL ACTIVITIES PRIOR TO JUNE 30, 2024 AND FILED ITS ARTICLES OF DISSOLUTION WITH THE IOWA SECRETARY OF STATE ON NOVEMBER 20, 2024. THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN AND CLOSING OUT ITS ACCOUNTS. AS OF MARCH 31, 2025, APPROXIMATELY $22,400 WAS REMAINING IN THE CHECKING ACCOUNT, WITH APPROXIMATELY $12,100 TO BE PAID FOR PROFESSIONAL SERVICES, AND THE REMAINING $10,300 TO BE PAID OUT TO ANOTHER 501(C)(3) ORGANIZATION. |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART 1, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST . AMOUNT: 24. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 9. DESCRIPTION: STATE TAX REFUND. AMOUNT: 30,717. TOTAL TO FORM 990-EZ, LINE 8: 30,726. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: MEDICAL EXPENSES. AMOUNT: 2,369. DESCRIPTION: BANK FEES. AMOUNT: 391. DESCRIPTION: SALES TAX EXPENSE. AMOUNT: 13. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 1,670. TOTAL TO FORM 990-EZ, LINE 16: 4,443. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: -36,849. DESCRIPTION: ESTIMATED AMOUNT TO BE PASSED OUT TO A 501(C)3 ORGANIZATION. AMOUNT: -10,239. TOTAL TO FORM 990-EZ, LINE 20: -47,088. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANNETTE BURKE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3192356201 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-06-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | WATERLOO VISITING NURSING ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WATE |
| ReturnHeader/Filer/EIN | 0 | 420782546 |
| ReturnHeader/Filer/PhoneNum | 0 | 3192356201 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2530 UNIVERSITY AVE 3 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WATERLOO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 50701 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471019942 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CREATIVE PLANNING TAX LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 100 E PARK AVE STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WATERLOO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 50703 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3192346885 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-05-21 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRIAN ARONSON |
| ReturnHeader/ReturnTs | 0 | 2025-06-11T10:02:57-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-11-20 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- $0
- Net assets
- $0
- Revenue
- $31,174
- Expenses
- $20,935
- Net income
- $10,239