Civic Intelligence

Visiting Nurse Foundation Inc.

990 • Fiscal year 2020 • EIN 65-0089945

Oct 01, 2019 to Sep 30, 2020 • Filed on Mar 29, 2021

2400 SE Monterey Road Suite 300Stuart, FL 34996

(772) 286-1844

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

40th percentile

2.9%

Faster asset growth than 40% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-5.7%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$5,295,022

Up $149,006 (+2.9%) from 2019

Net Assets

Up

$5,294,561

Up $149,981 (+2.9%) from 2019

Liabilities

Down

$461

Down $975 (-68%) from 2019

Revenue

Down

$214,239

Down $12,910 (-5.7%) from 2019

Expenses

Down

$64,258

Down $78,119 (-55%) from 2019

Net Income

Up

$149,981

Up $65,209 (+77%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,670,384Liabilities 2011: $5Net Assets 2011: $4,670,3792011Assets 2012: $5,311,713Liabilities 2012: $201,082Net Assets 2012: $5,110,6312012Assets 2013: $5,164,362Liabilities 2013: $1,376Net Assets 2013: $5,162,9882013Assets 2014: $5,410,848Liabilities 2014: $370Net Assets 2014: $5,410,4782014Assets 2015: $5,698,633Liabilities 2015: $512,917Net Assets 2015: $5,185,7162015Assets 2016: $5,189,318Liabilities 2016: $1,226Net Assets 2016: $5,188,0922016Assets 2017: $5,146,444Liabilities 2017: $980Net Assets 2017: $5,145,4642017Assets 2018: $5,116,838Liabilities 2018: $3,387Net Assets 2018: $5,113,4512018Assets 2019: $5,146,016Liabilities 2019: $1,436Net Assets 2019: $5,144,5802019Assets 2020: $5,295,022Liabilities 2020: $461Net Assets 2020: $5,294,5612020Assets 2021: $5,403,450Liabilities 2021: $1,623Net Assets 2021: $5,401,8272021Assets 2022: $4,694,431Liabilities 2022: -$8,249Net Assets 2022: $4,702,6802022Assets 2024: $4,781,531Liabilities 2024: $36,234Net Assets 2024: $4,745,2972024

Highlighted filing

2020

Assets$5,295,022
Liabilities$461
Net Assets$5,294,561

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $65,061Expenses 2011: $475,693Net Income 2011: -$410,6322011Revenue 2012: $723,281Expenses 2012: $283,029Net Income 2012: $440,2522012Revenue 2013: $436,198Expenses 2013: $383,843Net Income 2013: $52,3552013Revenue 2014: $951,784Expenses 2014: $704,292Net Income 2014: $247,4922014Revenue 2015: $292,157Expenses 2015: $516,919Net Income 2015: -$224,7622015Revenue 2016: $475,356Expenses 2016: $472,980Net Income 2016: $2,3762016Revenue 2017: $332,478Expenses 2017: $375,106Net Income 2017: -$42,6282017Revenue 2018: $265,313Expenses 2018: $379,547Net Income 2018: -$114,2342018Revenue 2019: $227,149Expenses 2019: $142,377Net Income 2019: $84,7722019Revenue 2020: $214,239Expenses 2020: $64,258Net Income 2020: $149,9812020Revenue 2021: $179,337Expenses 2021: $72,071Net Income 2021: $107,2662021Revenue 2022: $242,770Expenses 2022: $941,917Net Income 2022: -$699,1472022Revenue 2024: $362,098Expenses 2024: $418,069Net Income 2024: -$55,9712024

Highlighted filing

2020

Revenue$214,239
Expenses$64,258
Net Income$149,981
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Mar 29, 2021
Return Version
2019v5.0
Gross Receipts
$275,892
Mission and Program Overview

Mission

To assist the indigent elderly with health care costs.

To assist the elderly indigent with health care costs

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,938,204$2,938,204→ $0
Cash and Non-Interest-Bearing Accounts$2,207,812$2,356,818▲ $149,006
Total Assets$5,146,016$5,295,022▲ $149,006
Liabilities
Accounts Payable and Accrued Expenses$1,436$461▼ $975
Other Liabilities-$0-
Total Liabilities$1,436$461▼ $975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,144,580$5,294,561▲ $149,981
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,144,580$5,294,561▲ $149,981
Total Liabilities and Net Assets / Fund Balance$5,146,016$5,295,022▲ $149,006
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donald CrowChairman
Patricia CrowSecretary
Dr Peter DaytonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$117,817
Program Service Revenue
$0
Investment Income
$58,418
Other Revenue
$38,004
All Other Contributions
$117,817
Change in Net Assets
$149,981

Audited Revenue Reconciliation

Revenue per Audited Statements
$214,239
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$61,653
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$275,892
Total Revenue per Form 990
$214,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,258
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$953$0$953
Total Functional Expenses$50,644$13,614$0$64,258

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$125,911
Expenses per Audited Statements$64,258
Total Expenses per Form 990$64,258
Expenses Not Reported on Form 990$61,653
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$99,611
Fundraising Direct Expenses$61,653
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All Other$66,921$66,921$35,648$31,273
Clay Shoot$32,690$32,690$4,511$28,179
Total Events$99,611$99,611$61,653$37,958
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
No
Other officer compensation reviewed
No
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, Part VI, Section A, Line 2

FAMILY RELATIONSHIP

Form 990, Part VI, Section B, Line 11B

The board reviews and approves form 990 prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is signed annually.

Form 990, Part VI, Section C, Line 19

Governing policies conflict of interest and financial documents are made available to any interested party upon request.

Filing and Contact Details

Filer

Filer Name
Visiting Nurse Foundation Inc
EIN
65-0089945
Phone
7722861844
Address
2400 SE MONTEREY ROAD SUITE 300, STUART, FL 34996

Signing Officer

Name
Jennifer Crow
Title
Executive Director
Phone
7722861844
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Crow
Formed
1987
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Stephanie L Hartnett CPA PA
Address
Stephanie L Hartnett CPA PA, 14595 Crystal View Lane, Jacksonville, FL 32250
Preparer
Stephanie Hartnett
Phone
9043059806
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The function and operation of the committee that assumes responsibility for oversight of the audit is unchanged from the previous year.

Financial Statement Notes

Schedule D, Part X, Line 2

The foundation is a nonprofit corporation that is exempt from income taxes under section 501(c)(3) of the internal revenue code

Schedule D, Part XI, Line 2D

Other adjustments direct fundraising expenses

Schedule D, Part XII, Line 2D

Other adjustments direct fundraising expenses

Schedule D, Part XII, Line 2E

The organization accounts for uncertainty in income taxes using a recognition threshold of more likely than not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is et. Management determined there were no tax uncertainties that met the recognation threshold in 2020.

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS A NONPROFIT CORPORATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1OTHER ADJUSTMENTS DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2OTHER ADJUSTMENTS DIRECT FUNDRAISING EXPENSES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS ET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNATION THRESHOLD IN 2020.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule D, Part XII, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule D, Part XII, Line 2e
IRS990ScheduleD/TotalExpensesPerForm990Amt064258
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0214239
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0275892
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0125911
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt061653
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CLAY SHOOT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0ALL OTHER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt032690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt066921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099611
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt032690
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt066921
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099611
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt037958
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt040159
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04511
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt035648
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt021494
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt021494
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING POLICIES CONFLICT OF INTEREST AND FINANCIAL DOCUMENTS ARE MADE AVAILABLE TO ANY INTERESTED PARTY UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUNCTION AND OPERATION OF THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT IS UNCHANGED FROM THE PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0VNA OF FLORIDA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591814769
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE PURPOSES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02400 SE MONTEREY ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0STUART
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd034996
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt10
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt22938195
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ESTIMATE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0VNA OF FLORIDA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1VNA OF FLORIDA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2VNA OF FLORIDA INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1n
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2d
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05146016
IRS990/TotalAssetsEOYAmt05295022
IRS990/TotalAssetsGrp/BOYAmt05146016
IRS990/TotalAssetsGrp/EOYAmt05295022
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0117817
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013614
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt050644
IRS990/TotalFunctionalExpensesGrp/TotalAmt064258
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01436
IRS990/TotalLiabilitiesEOYAmt0461
IRS990/TotalLiabilitiesGrp/BOYAmt01436
IRS990/TotalLiabilitiesGrp/EOYAmt0461
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05144580
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05294561
IRS990/TotalOtherCompensationAmt00

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