Civic Intelligence

Vna Home Inc

990 • Fiscal year 2018 • EIN 46-3153103

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 07, 2018

1 Old Park Lane RoadNew Milford, CT 06776

(860) 946-6161

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.93x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.11x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

42nd percentile

0.4%

Higher net margin than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

85th percentile

$160,702

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 14.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

58%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$129,861

Up $47,924 (+58%) from 2017

Net Assets

Up

$9,355

Up $163,021 (+106%) from 2017

Liabilities

Down

$120,506

Down $115,097 (-49%) from 2017

Revenue

Up

$1,141,594

Up $181,534 (+19%) from 2017

Expenses

Up

$1,136,843

Up $188,344 (+20%) from 2017

Net Income

Down

$4,751

Down $6,810 (-59%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$200K$0-$200KAssets 2014: $65,383Liabilities 2014: $223,411Net Assets 2014: -$158,0282014Assets 2015: $90,024Liabilities 2015: $235,711Net Assets 2015: -$145,6872015Assets 2016: $69,495Liabilities 2016: $234,722Net Assets 2016: -$165,2272016Assets 2017: $81,937Liabilities 2017: $235,603Net Assets 2017: -$153,6662017Assets 2018: $129,861Liabilities 2018: $120,506Net Assets 2018: $9,3552018Assets 2019: $230,378Liabilities 2019: $126,148Net Assets 2019: $104,2302019Assets 2020: $352,963Liabilities 2020: $146,900Net Assets 2020: $206,0632020Assets 2021: $271,654Liabilities 2021: $4,152Net Assets 2021: $267,5022021

Highlighted filing

2018

Assets$129,861
Liabilities$120,506
Net Assets$9,355

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2014: $318,243Expenses 2014: $476,271Net Income 2014: -$158,0282014Revenue 2015: $711,551Expenses 2015: $699,210Net Income 2015: $12,3412015Revenue 2016: $828,498Expenses 2016: $848,038Net Income 2016: -$19,5402016Revenue 2017: $960,060Expenses 2017: $948,499Net Income 2017: $11,5612017Revenue 2018: $1,141,594Expenses 2018: $1,136,843Net Income 2018: $4,7512018Revenue 2019: $1,562,736Expenses 2019: $1,467,861Net Income 2019: $94,8752019Revenue 2020: $1,935,616Expenses 2020: $1,833,783Net Income 2020: $101,8332020Revenue 2021: $1,795,524Expenses 2021: $1,734,085Net Income 2021: $61,4392021

Highlighted filing

2018

Revenue$1,141,594
Expenses$1,136,843
Net Income$4,751
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$1,141,594
Mission and Program Overview

Mission

The mission of VNA Home, Inc. is to provide short-term or long-term non-medical home care services to people who reside in the greater New Milford, Connecticut area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$76,808$76,573▼ $235
Accounts Receivable$33,060$53,288▲ $20,228
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$109,868$129,861▲ $19,993
Other Assets Total-$0-
Liabilities
Other Liabilities$259,424$115,894▼ $143,530
Accounts Payable and Accrued Expenses$4,110$4,612▲ $502
Total Liabilities$263,534$120,506▼ $143,028
Net Assets / Fund Balance
Unrestricted Net Assets$-153,666$9,355▲ $163,021
Total Net Assets Fund Balance$-153,666$9,355▲ $163,021
Total Liabilities and Net Assets / Fund Balance$109,868$129,861▲ $19,993
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael StoneDirector OperationsFT$73,283$12,041$85,324
Kerri BrinckeroffExecutive Director--$65,609$65,609
Mattew WalshFinance Director--$65,501$65,501

Board Members and Trustees

NameTitle
Richard T KosierPresident
Deborah FishDirector
Lyndall MillerDirector
Andrea WilsonExecutive Director
James PolitoSecretary
Kevin BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,141,594
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$4,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$952,161
Other Expenses$184,682
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$680,557$74,863-$755,420
Office Expenses-$91,055-$91,055
Current Officers, Directors, Trustees, and Key Employees-$86,112-$86,112
Payroll Taxes$62,998$12,840-$75,838
Fees for Services Other$41,150$15,040-$56,190
Other Employee Benefits$19,556$13,854-$33,410
Occupancy-$13,778-$13,778
Travel$6,962$1,618-$8,580
Insurance-$5,902-$5,902
Fees for Services Accounting-$5,300-$5,300
Advertising-$2,325-$2,325
Pension Plan Contributions-$1,381-$1,381
Fees for Services Legal-$796-$796
Other Expenses$444$234-$234
Conferences and Meetings-$78-$78
Total Functional Expenses$811,667$325,176$0$1,136,843
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliates$66,671
Patient Deposits$49,223
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 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
Yes
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, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

The Board of Directors consists of community volunteers who may interact with each other in the normal course of business (i.e. banker, lawyer, accountant, etc.), unrelated to the activities of the Organization.

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The Organization is a membership organization, with its sole member being New Milford Visiting Nurse Association, Inc.

Form 990, Part VI, Line 11B: Form 990 Review Process

The Organization's audit firm prepares the IRS Form 990 from information provided by the Organization. A draft copy of IRS Form 990 is provided to the Board of Directors for their review and approval. The final copy is then filed with the Internal Revenue Service.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually, all members of the Board of Directors are required to read the conflict of interest policy statement, disclose any conflicts and sign.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The Executive Committee of the Board of Directors reviews the Director's performance and approves any compensation changes.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Other management's performance is reviewed by the Director, who also approves any compensation changes.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The Organization's financial results, organizational documents and conflict of interest statements are available upon request.

Filing and Contact Details

Filer

Filer Name
VNA Home Inc
EIN
46-3153103
Phone
8609466161
Address
1 Old Park Lane Road, New Milford, CT 06776

Signing Officer

Name
Richard T Kosier
Title
President
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard T Kosier
Formed
2013
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
5
Employees
107
Volunteers
5

Preparer

Firm
Peach & McPherson CPA
Address
110 Washington Ave, North Haven, CT 06473
Preparer
Raymond S Peach
Phone
2032349426
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

Permanent Transfer From Affiliate = $158270

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IRS990/ProgramServiceRevenueGrp/Desc0Health Services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01141594
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01141594
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02181
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0116503
IRS990/PYProgramServiceRevenueAmt0957879
IRS990/PYRevenuesLessExpensesAmt011561
IRS990/PYSalariesCompEmpBnftPaidAmt0831996
IRS990/PYTotalExpensesAmt0948499
IRS990/PYTotalRevenueAmt0960060
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04751
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01141594
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt025000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt029681
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01141594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0957879
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0828798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0709051
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0293241
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03930563
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03960244
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01141594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0960060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0828798
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0711551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0318241
IRS990ScheduleA/Total509Grp/TotalAmt03960244
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01141594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0960060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0828798
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0711551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0318241
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03960244
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt066671
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt149223
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Affiliates
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Patient Deposits
IRS990ScheduleD/TotalLiabilityAmt0115894
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0141451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04346
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt014905
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Andrea Wilson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0160702
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Board of Directors consists of community volunteers who may interact with each other in the normal course of business (i.e. banker, lawyer, accountant, etc.), unrelated to the activities of the Organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization is a membership organization, with its sole member being New Milford Visiting Nurse Association, Inc.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization's audit firm prepares the IRS Form 990 from information provided by the Organization. A draft copy of IRS Form 990 is provided to the Board of Directors for their review and approval. The final copy is then filed with the Internal Revenue Service.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annually, all members of the Board of Directors are required to read the conflict of interest policy statement, disclose any conflicts and sign.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Executive Committee of the Board of Directors reviews the Director's performance and approves any compensation changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Other management's performance is reviewed by the Director, who also approves any compensation changes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Organization's financial results, organizational documents and conflict of interest statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Permanent Transfer From Affiliate = $158270
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0New Milford Visiting Nurse Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0New Milford VNA Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1New Milford VNA Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060653153
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1061492533
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Home Health Care
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Supporting Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt068 Park Lane Road

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