Civic Intelligence

Volunteers in Service to the Elderlyinc

EIN 59-2625297 • 501(c)3 • Lakeland, FL

View Organization Page

Profile

Viste's mission is to enable frail elderly persons to continue living safely and independently in their own homes.

1232 E Magnolia StreetLakeland, FL 33801-2126

www.viste.org

Siviq Scores

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

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.02x

Higher debt load relative to revenue than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

83rd percentile

36%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

32nd percentile

$84,250

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$5,198,003

Up $1,161,194 (+29%) from 2023

Liabilities

Down

$44,676

Down $9,875 (-18%) from 2023

Net Assets

Up

$5,153,327

Up $1,171,069 (+29%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin83rd percentile

Revenue

Up

$3,046,140

Up $358,216 (+13%) from 2023

Expenses

Up

$2,027,257

Up $189,719 (+10%) from 2023

Net Income

Up

$1,018,883

Up $168,497 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,105,256Liabilities 2010: $315,286Net Assets 2010: $1,789,9702010Assets 2011: $3,085,306Liabilities 2011: $199,495Net Assets 2011: $2,885,8112011Assets 2012: $3,038,540Liabilities 2012: $249,802Net Assets 2012: $2,788,7382012Assets 2013: $2,938,145Liabilities 2013: $209,524Net Assets 2013: $2,728,6212013Assets 2014: $2,987,870Liabilities 2014: $82,722Net Assets 2014: $2,905,1482014Assets 2015: $2,720,352Liabilities 2015: $47,640Net Assets 2015: $2,672,7122015Assets 2016: $2,540,200Liabilities 2016: $45,904Net Assets 2016: $2,494,2962016Assets 2017: $2,316,377Liabilities 2017: $58,954Net Assets 2017: $2,257,4232017Assets 2018: $2,155,665Liabilities 2018: $55,083Net Assets 2018: $2,100,5822018Assets 2019: $1,989,647Liabilities 2019: $26,986Net Assets 2019: $1,962,6612019Assets 2020: $2,133,768Liabilities 2020: $48,071Net Assets 2020: $2,085,6972020Assets 2021: $2,785,254Liabilities 2021: $65,956Net Assets 2021: $2,719,2982021Assets 2022: $3,149,518Liabilities 2022: $129,404Net Assets 2022: $3,020,1142022Assets 2023: $4,036,809Liabilities 2023: $54,551Net Assets 2023: $3,982,2582023Assets 2024: $5,198,003Liabilities 2024: $44,676Net Assets 2024: $5,153,3272024

Highlighted filing

2024

Assets$5,198,003
Liabilities$44,676
Net Assets$5,153,327
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,799,3312010Expenses 2011: $1,686,7682011Expenses 2012: $1,687,9772012Revenue 2013: $1,724,154Expenses 2013: $1,823,748Net Income 2013: -$99,5942013Revenue 2014: $2,022,190Expenses 2014: $1,817,804Net Income 2014: $204,3862014Revenue 2015: $1,594,121Expenses 2015: $1,771,450Net Income 2015: -$177,3292015Revenue 2016: $1,393,664Expenses 2016: $1,610,562Net Income 2016: -$216,8982016Revenue 2017: $1,387,136Expenses 2017: $1,670,246Net Income 2017: -$283,1102017Revenue 2018: $689,294Expenses 2018: $872,115Net Income 2018: -$182,8212018Revenue 2019: $1,464,399Expenses 2019: $1,625,324Net Income 2019: -$160,9252019Revenue 2020: $1,733,939Expenses 2020: $1,612,408Net Income 2020: $121,5312020Revenue 2021: $2,133,485Expenses 2021: $1,626,157Net Income 2021: $507,3282021Revenue 2022: $2,184,960Expenses 2022: $1,648,508Net Income 2022: $536,4522022Revenue 2023: $2,687,924Expenses 2023: $1,837,538Net Income 2023: $850,3862023Revenue 2024: $3,046,140Expenses 2024: $2,027,257Net Income 2024: $1,018,8832024

Highlighted filing

2024

Revenue$3,046,140
Expenses$2,027,257
Net Income$1,018,883
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,198,003
Liabilities
$44,676
Net assets
$5,153,327
Revenue
$3,046,140
Expenses
$2,027,257
Net income
$1,018,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.04$5.15$3.05$2.03$1.02
2023Summary only. Only limited summary data is available for this year.$4.04$0.05$3.98$2.69$1.84$0.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.13$3.02$2.18$1.65$0.54
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.07$2.72$2.13$1.63$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.05$2.09$1.73$1.61$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.03$1.96$1.46$1.63$0.16
2018Summary only. Only limited summary data is available for this year.$2.16$0.06$2.10$0.69$0.87$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.06$2.26$1.39$1.67$0.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.54$0.05$2.49$1.39$1.61$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.05$2.67$1.59$1.77$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.08$2.91$2.02$1.82$0.20
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.21$2.73$1.72$1.82$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.25$2.79$1.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.20$2.89$1.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.32$1.79$1.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$3,116,202
Mission and Program Overview

Mission

Viste's mission is to enable elderly persons to continue living safely and independently in their own home.

To provide services to the elderly population.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,503,129$3,200,681▲ $697,552
Land, Buildings, and Equipment, Net$982,718$1,196,035▲ $213,317
Cash and Non-Interest-Bearing Accounts$294,577$274,578▼ $19,999
Pledges and Grants Receivable$100,000--
Accounts Receivable$41,061$42,079▲ $1,018
Prepaid Expenses and Deferred Charges$4,808$4,808→ $0
Total Assets$4,036,809$5,198,003▲ $1,161,194
Other Assets Total$110,516$479,822▲ $369,306
Liabilities
Accounts Payable and Accrued Expenses$54,551$44,676▼ $9,875
Total Liabilities$54,551$44,676▼ $9,875
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,072,530$3,902,622▲ $830,092
Net Assets With Donor Restrictions$909,728$1,250,705▲ $340,977
Total Net Assets Fund Balance$3,982,258$5,153,327▲ $1,171,069
Total Liabilities and Net Assets / Fund Balance$4,036,809$5,198,003▲ $1,161,194

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$430,118$472,261$902,379
Land$572,818-$572,818
Other Land Buildings$140,853$226,365$367,218
Equipment$52,246$176,226$228,472
Other Assets Org$479,822--
Other Securities$3,200,681--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$797,337$226,050▲ $99,164-$1,085,049
2022$160,398$585,905▲ $51,034-$797,337
2021-$171,282▼ $11,430-$160,398
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Steve BissonnettePresidentFT$80,750$80,750

Board Members and Trustees

NameTitle
Rachel CashdollarBoard Chair
Troy GarciaBoard Chairm
Alaina SouthernDirector
Angel DavisDirector
Annie SullivanDirector
Bob MaxDirector
Bobbie Boatwright HarrisDirector
Bruce AbelsDirector
Bruce PhillipsDirector
Chris AsbillDirector
Colleen BurtonDirector
David RossDirector
Dayna CassidyDirector
Drew CleghornDirector
Gerald Hubbell OdDirector
Greg SanobaDirector
Greta DupuyDirector
Julie WatkinsDirector
Karen VolkmannDirector
Kevin AlbaumDirector
Lu FitzwaterDirector
Natalie WilsonDirector
Patrick FaganDirector
Paula MimsDirector
Robert PerichtDirector
Robert SampsonDirector
Roger SnyderDirector
Steve MaddenDirector
Susie PennDirector
Terry HamiltonDirector
Veronica Read JacksonDirector
Mike GardyaszTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,915,893
Program Service Revenue
$0
Investment Income
$199,264
Other Revenue
$-69,017
All Other Contributions
$2,028,889
Change in Net Assets
$1,018,883

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory251$359,463Est Fair Market Value
Other Non Cash Contri Table168$36,888Est Fair Market Value
Other Non Cash Contri Table251$29,075Est Fair Market Value
Other Non Cash Contri Table251$16,974Est Fair Market Value
Total Noncash Contributions921$442,400-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,024,444
Revenue Not Reported on Financial Statements
$21,696
Revenue Not Reported on Form 990
$152,186
Total Revenue per Audited Statements
$3,176,630
Total Revenue per Form 990
$3,046,140
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$792,752
Other Expenses$728,483
Grants and Similar Amounts Paid$506,022
Total Fundraising Expense$100,078
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$512,896$43,784$68,803$625,483
Grants to Domestic Individuals$506,022--$506,022
Current Officers, Directors, Trustees, and Key Employees$66,215$5,652$8,883$80,750
Office Expenses$37,849$20,416$6,473$64,738
Payroll Taxes$34,701$12,515$9,671$56,887
Depreciation Depletion$42,261$14,087-$56,348
Occupancy$41,200$4,578-$45,778
Travel$29,272$10,025$802$40,099
Fees for Services Other-$36,776-$36,776
Insurance$22,607$7,536-$30,143
Other Employee Benefits$18,076$6,519$5,037$29,632
Fees for Service Investment Mgmnt Fees$21,696--$21,696
Other Expenses$803$1,004$200$2,007
Conferences and Meetings$590$738$148$1,476
Total Functional Expenses$1,757,924$169,255$100,078$2,027,257

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,027,257
Expenses per Audited Statements$2,005,561
Total Expenses per Audited Statements$2,005,561
Expenses Not Reported on Financial Statements$21,696
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$70,062
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Visteball$328,110---
Total Events$328,110-$70,062$-70,062
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The finance committee reviewed and discussed the form 990 that had been filed just prior to the extended deadline. The review was conducted at a commitee meeting called for that purpose, and the committee members noted changes that need to be made via an amended filing. A draft copy of the amended filing was circulated to all the members of the board of directors for their review and comment. At the next board meeting, the board approved the amended filing and authorized the president to sign the form and have it filed with the internal revenue service and state of florida.”

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

“All interested persons must disclose any financial interests that may give rise to a possible conflict of interest. The remaining board or committee members shall decide if a conflict of interest exists and follow the stated procedures for addressing the conflict of interest. If the governing board or committee determines a member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.”

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

“Viste conducts periodic reviews to determine whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining. Outside advisors may be used during these periodic reviews.”

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

“The compensation process is consistent wtih that of the top official compensation process.”

Form 990, Page 6, Part VI, Line 19

“The organization's audited financial statements are made available to potential donors upon request.”

Filing and Contact Details

Filer

Filer Name
Volunteers in Service to the
EIN
59-2625297
Phone
8632840828
Address
1232 E MAGNOLIA STREET, LAKELAND, FL 33801-2126

Signing Officer

Name
Steve Bissonnette
Title
President
Phone
8632840828
Signed
2025-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Bissonnette
Formed
1983
Legal Domicile
Fl
Voting Board Members
31
Independent Board Members
31
Employees
31
Volunteers
1,200

Preparer

Firm
Ramos & Floyd Cpas Pllc
Address
4215 OLD ROAD 37, LAKELAND, FL 33813
Preparer
Trisha M Floyd CPA
Phone
8637017885
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“This amended form 990 is being filed to correct and update information reported in the originally filed return. The following changes have been made: part vii and schedule o the list of board members has been corrected to accurately reflect those who served on the board during the tax year. Schedule a, part ii, line 15 this line has been updated to correct previously reported information related to public support calculations. Part vi, line 11a this section has been updated to accurately describe the process by which the form 990 was reviewed by the organizations governing body prior to filing.no other parts of the return have been modified.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The viste endowment fund was established in 2022 through a contractual agreement between viste and givewell community foundation, inc. ("givewell"). The purpose of the donor advised endowment is to provide for a source of future cash flows to support viste's program services. The endowment is funded exclusively by restricted contributions from donors, the funds are managed by givewell under its investment policies. The principal of the fund is temporarily restricted, and it is the intent of viste and givewell that only the income or a portion thereof will be distributed to viste each year in accordance with a spending policy as established and maintained by givewell. The initial funding of the endowment can be distributed to viste if certain criteria is met in accordance with the agreement. Part x - fin 48 footnote viste is a non-for-profit organization that is exempt from income taxes under the provisions of section 501(c)(3)of the internal revenue code; therefore, no provision for income taxes has been made in viste's financial statements. Viste has also been classified as an entity that is not a private foundation within the meaning of section 509(a) and qualifies for deductible contributions as provided in section 170(b)(1)(a)(vi). The most significant tax position of viste are its assertion that it is exempt from income taxes and its determination of whether any amounts are subject to unrelated business income tax (ubit). All significat tax positions have been considered by management. It has been determined that it is more likely than not that all tax positions would be sustained upon examination by taking authoritites. Viste's form 990 for 2021 through 2023 are open to examination by the internal revenue service as of june 30,2024. Part xii, line 2d - revenue amounts included in financials - other investment expense 21,696 part xii, line 2d - expense amounts included in financials - other investment expense 21,696”

Raw XML AppendixShowing 400 of 709 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/Desc0VISTE PROVIDED PROGRAM SERVICES TO 4,504 ELDERLY CLIENTS IN 20232024. AS OF JUNE 30, 2024; 68% OF ALL CLIENTS SERVED DURING THAT TIME WERE FEMALE; 60% WERE AGE 80 OR ABOVE; 33% WERE MINORITIES; AND MORE THAN HALF OF ALL CLIENTS SERVED SUBSISTED ON FIXED HOUSEHOLD INCOMES OF 15,000 OR LESS. VISTE PROVIDED TRANSPORTATION ASSISTANCE TO CLIENTS. THESE TRIPS WERE PRIMARILY FOR MEDICAL PURPOSES. VISTE VOLUNTEERS ALSO DELIVERED FRESH HOT MEALS TO ELDERLY CLIENTS AND PROVIDED MONTHLY SUPPLEMENTAL GROCERIES. VISTE ASSISTED CLIENTS WITH PERSONAL CARE SERVICES INCLUDING HOUSEKEEPING, BATHING, 24HOUR EMERGENCY MONITORING AND RESPITE CARE. FINALLY, VISTE VOLUNTEERS ALSO CONSTRUCTED ACCESS RAMPS OR 1/2 HEIGHT STEPS AS NEEDED.
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