Civic Intelligence

Visiting Nurse Association of Texas

EIN 75-0800692 • 501(c)3 • Dallas, TX

Profile

Esablished in 1934, VNA helps older adults live with dignity and independence at home by providing in-home care, food and friendship for the ill, hungry, and homebound

1420 W Mockingbird Lane Suite 700Dallas, TX 75247

vnatexas.org

Siviq Scores

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

Liabilities / Assets

55th percentile

0.26x

Higher debt load relative to assets than 55% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.24x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

35th percentile

0.1%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

78th percentile

$436,910

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

55th percentile

6.5%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

7.5%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$31,058,614

Up $1,898,139 (+6.5%) from 2023

Liabilities

Up

$8,035,013

Up $1,721,073 (+27%) from 2023

Net Assets

Up

$23,023,601

Up $177,066 (+0.8%) from 2023

Revenue

Up

$33,502,209

Up $2,326,693 (+7.5%) from 2023

Expenses

Up

$33,464,818

Up $638,849 (+1.9%) from 2023

Net Income

Up

$37,391

Up $1,687,844 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $16,742,643Liabilities 2010: $2,600,176Net Assets 2010: $14,142,4672010Assets 2011: $17,528,410Liabilities 2011: $3,286,356Net Assets 2011: $14,242,0542011Assets 2012: $16,293,555Liabilities 2012: $3,023,167Net Assets 2012: $13,270,3882012Assets 2013: $14,642,721Liabilities 2013: $2,918,933Net Assets 2013: $11,723,7882013Assets 2014: $15,300,511Liabilities 2014: $2,428,341Net Assets 2014: $12,872,1702014Assets 2015: $18,071,507Liabilities 2015: $2,749,024Net Assets 2015: $15,322,4832015Assets 2016: $20,921,865Liabilities 2016: $3,253,314Net Assets 2016: $17,668,5512016Assets 2017: $20,960,091Liabilities 2017: $2,948,691Net Assets 2017: $18,011,4002017Assets 2018: $20,382,237Liabilities 2018: $3,258,579Net Assets 2018: $17,123,6582018Assets 2019: $24,924,635Liabilities 2019: $3,665,371Net Assets 2019: $21,259,2642019Assets 2020: $26,941,984Liabilities 2020: $4,125,489Net Assets 2020: $22,816,4952020Assets 2021: $28,294,705Liabilities 2021: $4,562,697Net Assets 2021: $23,732,0082021Assets 2022: $28,488,467Liabilities 2022: $3,991,478Net Assets 2022: $24,496,9892022Assets 2023: $29,160,475Liabilities 2023: $6,313,940Net Assets 2023: $22,846,5352023Assets 2024: $31,058,614Liabilities 2024: $8,035,013Net Assets 2024: $23,023,6012024

Highlighted filing

2024

Assets$31,058,614
Liabilities$8,035,013
Net Assets$23,023,601

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $27,798,9842010Expenses 2011: $28,525,5272011Expenses 2012: $28,297,3292012Expenses 2013: $25,558,6232013Revenue 2014: $22,569,948Expenses 2014: $21,421,569Net Income 2014: $1,148,3792014Revenue 2015: $27,840,661Expenses 2015: $25,390,348Net Income 2015: $2,450,3132015Revenue 2016: $30,077,262Expenses 2016: $27,731,193Net Income 2016: $2,346,0692016Revenue 2017: $25,598,712Expenses 2017: $25,255,863Net Income 2017: $342,8492017Revenue 2018: $24,969,511Expenses 2018: $25,857,253Net Income 2018: -$887,7422018Revenue 2019: $32,571,737Expenses 2019: $28,436,131Net Income 2019: $4,135,6062019Revenue 2020: $36,626,377Expenses 2020: $35,069,146Net Income 2020: $1,557,2312020Revenue 2021: $34,288,991Expenses 2021: $33,373,478Net Income 2021: $915,5132021Revenue 2022: $32,393,277Expenses 2022: $31,628,295Net Income 2022: $764,9822022Revenue 2023: $31,175,516Expenses 2023: $32,825,969Net Income 2023: -$1,650,4532023Revenue 2024: $33,502,209Expenses 2024: $33,464,818Net Income 2024: $37,3912024

Highlighted filing

2024

Revenue$33,502,209
Expenses$33,464,818
Net Income$37,391

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.1$8.04$23.0$33.5$33.5$0.04
2023Summary only. Only limited summary data is available for this year.$29.2$6.31$22.8$31.2$32.8$1.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$3.99$24.5$32.4$31.6$0.76
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.3$4.56$23.7$34.3$33.4$0.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.9$4.13$22.8$36.6$35.1$1.56
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$3.67$21.3$32.6$28.4$4.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.4$3.26$17.1$25.0$25.9$0.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$2.95$18.0$25.6$25.3$0.34
2016Detailed filing. Detailed filing data is available for this year.$20.9$3.25$17.7$30.1$27.7$2.35
2015Detailed filing. Detailed filing data is available for this year.$18.1$2.75$15.3$27.8$25.4$2.45
2014Detailed filing. Detailed filing data is available for this year.$15.3$2.43$12.9$22.6$21.4$1.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$2.92$11.7$25.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$3.02$13.3$28.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.5$3.29$14.2$28.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$2.60$14.1$27.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$33,502,209
Mission and Program Overview

Mission

Esablished in 1934, VNA helps older adults live with dignity and independence at home by providing in-home care, food and friendship for the ill, hungry, and homebound

Established in 1934, VNA helps older adults live with dignity and independence at home by providing in-home care, food and friendship for the ill, hungry and homebound

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$9,526,346$9,437,377▼ $88,969
Cash and Non-Interest-Bearing Accounts$2,134,457$4,310,380▲ $2,175,923
Accounts Receivable$4,070,270$3,853,599▼ $216,671
Investments in Publicly Traded Securities$3,166,610$2,188,872▼ $977,738
Prepaid Expenses and Deferred Charges$335,663$450,103▲ $114,440
Pledges and Grants Receivable$346,488$198,349▼ $148,139
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0--
Total Assets$29,160,475$31,058,614▲ $1,898,139
Other Assets Total$9,580,641$10,619,934▲ $1,039,293
Liabilities
Accounts Payable and Accrued Expenses$6,313,940$8,035,013▲ $1,721,073
Other Liabilities$0--
Total Liabilities$6,313,940$8,035,013▲ $1,721,073
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,000,103$19,211,013▲ $2,210,910
Net Assets With Donor Restrictions$5,846,432$3,812,588▼ $2,033,844
Total Net Assets Fund Balance$22,846,535$23,023,601▲ $177,066
Total Liabilities and Net Assets / Fund Balance$29,160,475$31,058,614▲ $1,898,139

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,504,188$3,775,698$0
Other Land Buildings$3,786,753$3,958,353$0
Land$640,499-$0
Equipment$429,641$3,882,709$0
Leasehold Improvements$76,296$72,786$0
Other Assets Org$10,619,934--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine KrausePresident & CEOFT$305,629$131,281$436,910
Olivia RogersVP-CNOFT$217,663$86,083$303,746
Sonia RobinsonVP of HRFT$237,359$40,750$278,109
Carlton HollandVP & CFO-$204,017$65,511$269,528

Board Members and Trustees

NameTitle
Eugenia KingBoard Chairman
Kevin EdenVice Chairman
Chris CulakVice President
Benjamin IsgurBoard Member
Bob KrakowBoard Member
Camisha L SimmonsBoard Member
Catherine CorriganBoard Member
Catherine M RoseBoard Member
Cathy BryanBoard Member
Cece CoxBoard Member
Chris SimmonsBoard Member
Christi MorrowBoard Member
Christian EvansBoard Member
Effie DennisonBoard Member
Elizabeth GillBoard Member
Frank NoelBoard Member
John RichBoard Member
Jordan BrainerdBoard Member
Julie ClarkBoard Member
Kathleen GibsonBoard Member
Kelby HagarBoard Member
Kirsten KerriganBoard Member
Liz BeauchampBoard Member
Louise MarshBoard Member
Luke PakBoard Member
Matthew R CraftBoard Member
Mike CaseyBoard Member
Robert L Fine MDBoard Member
Sally Nicholson DutterBoard Member
Yesenia ReyesBoard Member
Levi DavisSecretary
Andres VillarealTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kelly NewcomerPhysician13339 Meadowside Drive, Dallas, TX 75250$209,870
Kristina Hernandez MDPhysician600 Lasater Court, Dallas, TX 76248$139,099
Sumbul IslamPhysician1065 Great Meadow Drive, Allen, TX 75013$130,168
Mary Anne Chacko MDPhysician4716 Holly Tree Dive, Dallas, TX 75287$104,477
Revenue and Support

Revenue Composition

Contributions and Grants
$10,036,244
Program Service Revenue
$23,390,363
Investment Income
$70,867
Other Revenue
$4,735
All Other Contributions
$10,036,244
Change in Net Assets
$37,391
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,073,990
Other Expenses$16,390,828
Total Fundraising Expense$47,295
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$11,698,958$1,042,448$30,000$12,771,406
Other Employee Benefits$1,419,132$224,391$0$1,643,523
Current Officers, Directors, Trustees, and Key Employees$260,396$897,196$0$1,157,592
Occupancy$907,486$154,040$0$1,061,526
Payroll Taxes$872,434$124,624$2,295$999,353
Information Technology$931,994$43,135$10,000$985,129
Travel$822,087$4,236$0$826,323
Fees for Services Other$692,417$62,394$0$754,811
Other Expenses$683,828$49,658$0$733,486
All Other Expenses$614,833$85,745$0$700,578
Pension Plan Contributions$362,775$139,341$0$502,116
Depreciation Depletion$435,965$47,525$0$483,490
Insurance$292,479$82,234$0$374,713
Advertising$184,083$6,800$5,000$195,883
Fees for Services Legal$0$193,498$0$193,498
Conferences and Meetings$138,188$17,514$0$155,702
Office Expenses$36,465$10,838$0$47,303
Total Functional Expenses$30,231,906$3,185,617$47,295$33,464,818
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
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, Section A, Line 6

VNA's Board of Directors is elected by its governing board to multi-year terms

Form 990, Part VI, Section A, Line 7A

VNA's Board of Directors is elected by its governing board to two year terms

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

VNA's Form 990 is available for review by its Finance & Executive Committees

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

All Directors and key employees are required annually to complete a conflict of interest form.

Form 990, Part VI, Section B, Line 15

An Executive Compensation Review is performed periodically by an outside compensation consulting firm under the direction of VNA's Board of Directors. The firm analyzes VNA's CEO and appointed officers compensation and compares it to organizations of similar size and complexity. The Board of Directors determines CEO and officers compensation based on the report. The last such report was prepared in 2018 by Longenecker and Associates of Houston, Texas.

Form 990, Part VI, Section C, Line 19

All documents will be made available by request through VNA's website or through a telephone call directly to VNA's development department

Filing and Contact Details

Filer

Filer Name
Visiting Nurse Association of Texas
EIN
75-0800692
Phone
2146892679
Address
1420 W Mockingbird Lane Suite 700, Dallas, TX 75247

Signing Officer

Name
Mark Reisman
Title
CFO, VP Finance
Phone
2146892232
Signed
2025-05-14

Organization Details

Principal Officer
Katherine Krause
Formed
1934
Legal Domicile
TX
Voting Board Members
34
Independent Board Members
34
Employees
336
Volunteers
5,000
Raw XML AppendixShowing 400 of 958 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/BOYAmt04070270
IRS990/AccountsReceivableGrp/EOYAmt03853599
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Established in 1934, VNA helps older adults live with dignity and independence at home by providing in-home care, food and friendship for the ill, hungry and homebound
IRS990/AdvertisingGrp/FundraisingAmt05000
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06800
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IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt085745
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IRS990/BooksInCareOfDetail/PhoneNum02146892679
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01420 W Mockingbird Lane
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0Suite 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0Dallas
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075247
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21065 Great Meadow Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt313339 Meadowside Drive
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IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Sumbul Islam
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3Kelly Newcomer
IRS990/ContractorCompensationGrp/ServicesDesc0Physician
IRS990/ContractorCompensationGrp/ServicesDesc1Physician
IRS990/ContractorCompensationGrp/ServicesDesc2Physician
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IRS990/Desc0As Texas' first and most trusted hospice provider, VNA Hospice Care focuses on living life to its fullest and treating our patients and families with the dignity and respect they deserve. Terminally ill patients often feel like they are losing control. VNA helps give these patients back the control they need by providing the necessary freedom to spend their final days as they wish in a comfortable, pain-free, and loving environment.As the first Medicare-sponsored, home-based palliative care program in North Texas, VNA Care Choices provides services for patients with life-limiting illnesses while they have the freedom to continue seeking treatment. Patients have access to a dedicated care team to manage pain and other symptoms along with social, spiritual and emotional support. Expert staff help patients and their families navigate the medical system and weigh options for treatment
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt321
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt351
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/PersonNm0Katherine Krause
IRS990/Form990PartVIISectionAGrp/PersonNm1Chris Culak
IRS990/Form990PartVIISectionAGrp/PersonNm2Olivia Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm3Sonia Robinson
IRS990/Form990PartVIISectionAGrp/PersonNm4Carlton Holland
IRS990/Form990PartVIISectionAGrp/PersonNm5Eugenia King
IRS990/Form990PartVIISectionAGrp/PersonNm6Kevin Eden
IRS990/Form990PartVIISectionAGrp/PersonNm7Andres Villareal
IRS990/Form990PartVIISectionAGrp/PersonNm8Levi Davis
IRS990/Form990PartVIISectionAGrp/PersonNm9Liz Beauchamp
IRS990/Form990PartVIISectionAGrp/PersonNm10Jordan Brainerd
IRS990/Form990PartVIISectionAGrp/PersonNm11Cathy Bryan
IRS990/Form990PartVIISectionAGrp/PersonNm12Mike Casey
IRS990/Form990PartVIISectionAGrp/PersonNm13Julie Clark
IRS990/Form990PartVIISectionAGrp/PersonNm14Catherine Corrigan
IRS990/Form990PartVIISectionAGrp/PersonNm15Cece Cox
IRS990/Form990PartVIISectionAGrp/PersonNm16Matthew R Craft
IRS990/Form990PartVIISectionAGrp/PersonNm17Effie Dennison
IRS990/Form990PartVIISectionAGrp/PersonNm18Sally Nicholson Dutter
IRS990/Form990PartVIISectionAGrp/PersonNm19Christian Evans
IRS990/Form990PartVIISectionAGrp/PersonNm20Robert L Fine MD
IRS990/Form990PartVIISectionAGrp/PersonNm21Kathleen Gibson
IRS990/Form990PartVIISectionAGrp/PersonNm22Elizabeth Gill
IRS990/Form990PartVIISectionAGrp/PersonNm23Kelby Hagar
IRS990/Form990PartVIISectionAGrp/PersonNm24Benjamin Isgur
IRS990/Form990PartVIISectionAGrp/PersonNm25Kirsten Kerrigan
IRS990/Form990PartVIISectionAGrp/PersonNm26Bob Krakow
IRS990/Form990PartVIISectionAGrp/PersonNm27Louise Marsh
IRS990/Form990PartVIISectionAGrp/PersonNm28Christi Morrow
IRS990/Form990PartVIISectionAGrp/PersonNm29Frank Noel
IRS990/Form990PartVIISectionAGrp/PersonNm30Luke Pak
IRS990/Form990PartVIISectionAGrp/PersonNm31Yesenia Reyes
IRS990/Form990PartVIISectionAGrp/PersonNm32John Rich
IRS990/Form990PartVIISectionAGrp/PersonNm33Catherine M Rose
IRS990/Form990PartVIISectionAGrp/PersonNm34Chris Simmons
IRS990/Form990PartVIISectionAGrp/PersonNm35Camisha L Simmons
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP-CNO
IRS990/Form990PartVIISectionAGrp/TitleTxt3VP of HR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VP & CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Vice Chairman

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