Civic Intelligence

Vna Home Inc

990 • Fiscal year 2020 • EIN 46-3153103

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 05, 2020

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

77th percentile

0.42x

Higher debt load relative to assets than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.08x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

50th percentile

5.3%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

87th percentile

$170,223

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

87th percentile

53%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

24%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$352,963

Up $122,585 (+53%) from 2019

Net Assets

Up

$206,063

Up $101,833 (+98%) from 2019

Liabilities

Up

$146,900

Up $20,752 (+16%) from 2019

Revenue

Up

$1,935,616

Up $372,880 (+24%) from 2019

Expenses

Up

$1,833,783

Up $365,922 (+25%) from 2019

Net Income

Up

$101,833

Up $6,958 (+7.3%) from 2019

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

2020

Assets$352,963
Liabilities$146,900
Net Assets$206,063

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

2020

Revenue$1,935,616
Expenses$1,833,783
Net Income$101,833
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 5, 2020
Return Version
2019v5.0
Gross Receipts
$1,935,616
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$198,682$267,867▲ $69,185
Accounts Receivable$31,696$85,096▲ $53,400
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$230,378$352,963▲ $122,585
Other Assets Total-$0-
Liabilities
Other Liabilities$120,498$141,863▲ $21,365
Accounts Payable and Accrued Expenses$5,650$5,037▼ $613
Total Liabilities$126,148$146,900▲ $20,752
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$104,230$206,063▲ $101,833
Total Net Assets Fund Balance$104,230$206,063▲ $101,833
Total Liabilities and Net Assets / Fund Balance$230,378$352,963▲ $122,585
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Evelyn AbrahamFinance Director--$108,315$108,315
Nichole BrantDirector OperationsFT$76,521$10,216$86,737

Board Members and Trustees

NameTitle
Elizabeth DunnCo-President
George Barth II MDCo-President
Dawn MacNuttDirector
Kerri BrinckerhoffExecutive Director
Kevin BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,299
Program Service Revenue
$1,933,239
Investment Income
$78
Other Revenue
$0
All Other Contributions
$2,299
Change in Net Assets
$101,833
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,650,662
Other Expenses$183,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,320,530$71,214-$1,391,744
Payroll Taxes$120,167$11,585-$131,752
Office Expenses-$116,503-$116,503
Current Officers, Directors, Trustees, and Key Employees-$90,245-$90,245
Other Employee Benefits$24,882$12,039-$36,921
Fees for Services Other-$13,737-$13,737
Travel$10,732$2,909-$13,641
Insurance-$13,338-$13,338
Occupancy-$10,053-$10,053
Advertising-$5,883-$5,883
Fees for Services Accounting-$5,300-$5,300
Conferences and Meetings-$2,336-$2,336
Fees for Services Legal-$2,330-$2,330
Total Functional Expenses$1,476,311$357,472$0$1,833,783
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
Patient Deposits$82,887
Due to Affiliates$58,976
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
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
Kevin Brown
Title
Treasurer
Signed
2020-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Barth II MD
Formed
2013
Legal Domicile
Ct
Voting Board Members
5
Independent Board Members
4
Employees
102
Volunteers
4

Preparer

Firm
Peach & McPherson CPA
Address
110 Washington Ave, North Haven, CT 06473
Preparer
Raymond S Peach
Phone
2032349426
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02181
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt017932
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt078
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0116
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01933239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01549246
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01141594
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0957879
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0828798
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt06410756
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0116
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt06428688
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01562698
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01141594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0960060
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0828798
IRS990ScheduleA/Total509Grp/TotalAmt06428688
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01935616
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01562736
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01141594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0960060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0828798
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06428804
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt058976
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt182887
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Patient Deposits
IRS990ScheduleD/TotalLiabilityAmt0141863
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0133403
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04332
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt029488
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Kerri Brinckerhoff
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0170223
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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/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
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1New Milford Visiting Nurse Association
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt168 Park Lane Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0New Milford
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1New Milford
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006776
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106776
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0true
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0187992
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt160000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt23600
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Amount Received
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Fair Value
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Amount Received

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