Civic Intelligence

Visiting Nurse Foundation Inc.

990 • Fiscal year 2021 • EIN 65-0089945

Oct 01, 2020 to Sep 30, 2021 • Filed on Jun 01, 2022

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

14th percentile

0.01x

Higher debt load relative to revenue than 14% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

90th percentile

60%

Higher net margin than 90% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

30th percentile

2.0%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-16%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,403,450

Up $108,428 (+2.0%) from 2020

Net Assets

Up

$5,401,827

Up $107,266 (+2.0%) from 2020

Liabilities

Up

$1,623

Up $1,162 (+252%) from 2020

Revenue

Down

$179,337

Down $34,902 (-16%) from 2020

Expenses

Up

$72,071

Up $7,813 (+12%) from 2020

Net Income

Down

$107,266

Down $42,715 (-28%) from 2020

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

2021

Assets$5,403,450
Liabilities$1,623
Net Assets$5,401,827

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

2021

Revenue$179,337
Expenses$72,071
Net Income$107,266
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jun 1, 2022
Return Version
2020v4.0
Gross Receipts
$179,337
Mission and Program Overview

Mission

To assist the indigent elderly with health care costs.

To assest 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$2,356,818$2,465,246▲ $108,428
Total Assets$5,295,022$5,403,450▲ $108,428
Liabilities
Accounts Payable and Accrued Expenses$461$1,623▲ $1,162
Other Liabilities-$0-
Total Liabilities$461$1,623▲ $1,162
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,294,561$5,401,827▲ $107,266
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$5,294,561$5,401,827▲ $107,266
Total Liabilities and Net Assets / Fund Balance$5,295,022$5,403,450▲ $108,428
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donald CrowChairman
Patricia CrowSecretary
Dr Peter DaytonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$120,837
Program Service Revenue
$0
Investment Income
$58,500
Other Revenue
$0
All Other Contributions
$42,966
Change in Net Assets
$107,266

Audited Revenue Reconciliation

Revenue per Audited Statements
$179,337
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$179,337
Total Revenue per Form 990
$179,337
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,071
Total Fundraising Expense$21,854
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$0$21,854$21,854
Total Functional Expenses$40,000$10,217$21,854$72,071

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$72,071
Total Expenses per Audited Statements$72,071
Total Expenses per Form 990$72,071
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$54,821$54,821$16,028$38,793
Clay Shoot$17,500$17,500$4,950$12,550
Total Events$77,871$77,871$21,854$56,017
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, Part VI, Section A, Line 2

FAMILY RELATIONSHIP

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

The board reviews and approved 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 B, Line 15

The annual compensation for the ceo is determined by the board on an annual basis

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
CEO
Phone
7722861844
Signed
2022-06-01
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
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 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 set. Management determined there were no tax uncertainties that met the recognition threshold in 2021.

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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/RevenueSubtotalAmt0179337
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/ExplanationTxt1THE 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 SET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2021.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part XII, Line 2e
IRS990ScheduleD/TotalExpensesPerForm990Amt072071
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0179337
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0179337
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt072071
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021854
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0CLAY SHOOT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt054821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt077871
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt054821
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05550
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt077871
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt056017
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0876
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt021854
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016028
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04950
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FAMILY RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVED FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ANNUAL COMPENSATION FOR THE CEO IS DETERMINED BY THE BOARD ON AN ANNUAL BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING POLICIES CONFLICT OF INTEREST AND FINANCIAL DOCUMENTS ARE MADE AVAILABLE TO ANY INTERESTED PARTY UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 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/AddressLine2Txt0SUITE 300
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/RentalOfFacilitiesToOthOrgInd01
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/TransactionTypeTxt2b
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05295022
IRS990/TotalAssetsEOYAmt05403450
IRS990/TotalAssetsGrp/BOYAmt05295022
IRS990/TotalAssetsGrp/EOYAmt05403450
IRS990/TotalCompGreaterThan150KInd00

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