Visiting Nurse Association & Hospice Foundation, Inc.
Visiting Nurse Association & Hospice Foundation, Inc.
EIN: 59-2804739
as of November 2024
as of November 11, 2024
Programs and results
Reports and documents
Download annual reports Download other documentsWhat we aim to solve
The VNA & Hospice Foundation supports the VNA of the Treasure Coast’s mission to provide compassionate, quality and innovative care for patients and caregivers regardless of their financial status. Committed to ensuring access to care, wellness and education for the wider community, and exceptional home health and hospice care to those in need in our community, the VNA Foundation aims to generate the funds needed through a comprehensive and integrated fund development plan, focused on donor-centered strategies. The funds raised by the Foundation go towards maintaining the programs of the VNA & Hospice, providing start-up capital for program initiatives and sustaining the VNA Hospice House.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Hospice House
When symptoms can no longer be managed at home, VNA Hospice House offers Indian River County residents a caring and serene haven. A unique blend of beauty and function, the VNA Hospice House was built to serve as a home-like environment for residents and their families. The 11,000 square-foot, 12-bedroom facility operates like a medical facility, providing 24/7 care to its residents, but it does not feel like a healthcare facility.
Music Therapy
Available to both home health and hospice patients, this program integrates the therapeutic use of music as a medical intervention that has seen exceptional improvement in patient outcomes. Used successfully with multiple issues including Parkinson’s, Alzheimer’s and brain injury, as well as many other conditions, music therapy provides an opportunity for brain stimulation, physical interaction and just plain fun. The VNA Music Therapy Program is staffed by board-certified music therapists who are required to achieve a bachelor’s degree, 1,200 hours of direct training and ongoing continuing-education requirements. Music therapy addresses the physical, emotional, and spiritual needs of a patient and helps them achieve their goal.
Community Health Services
Providing access, improving preventative and wellness care and helping our community is at the core of VNA & Hospice Foundation’s mission. VNA’s Community Health Services provides low-cost medical services through the VNA Mobile Health Clinic, health and wellness screenings and education and vaccine programs throughout our community. On almost any day of the week, VNA nurses provide blood pressure, glucose and cholesterol screenings at wellness clinics in residential communities and public gathering places across our community. These simple community outreach efforts go a long way in offering an easy, no-cost solution to anyone who wants to keep an eye on their health.
Bereavement Services
As part of our hospice program, the VNA provides emotional and grief support throughout and after a patient’s hospice journey. We also provide 13 months of bereavement counseling to family members after the loss of a loved one. Since each person will have his or her own way and timeline for grieving, our bereavement program has multiple methods to help family members cope. Bereavement counselors are available for one-on-one or group sessions to help individuals cope with the loss of a loved one.
For a child, the loss of a loved one can be devastating and understanding the feelings that come afterwards can be confusing. To help children understand and cope with their emotions, the VNA offers Camp Chrysalis twice a year for Indian River County children between ages 6-12. It is the only camp in the community focused on children and their unique and personal bereavement needs.
Project Wish
Project Wish is just one of the many ways patients and families experience how hospice care is about quality of life, living every day to the fullest and sharing important moments. Assisted by volunteers dedicated to networking when patient wishes are submitted, the Wish Team works quickly to try to see that each patient’s wish comes true. It’s wholistic in the sense that hospice cares for the whole person¬—body, mind and spirit. Project Wish aims to curate the best possible experience for the patient and their families, working around the social, physical and spiritual limitations that are present at end of life.
Telehealth
Delivering high quality care means keeping up with technology. Telemonitoring provides a safe, cost-effective solution to care for patients living with a chronic disease. It allows patients to live safely at home and keep them out of the hospital, reducing healthcare costs down and stress on the patient. Through the VNA’s Telemonitoring Program, devices are placed in the patient’s home and connected through a phone line. Every day, the patient interacts with the device by answering questions for symptom analysis and takes readings such as weight, blood pressure, pulse rate and oxygen levels. That information is transmitted to the VNA and examined by a nurse practitioner. VNA staff can provide interventions and/or follow up with telephone, tele-conference or home visits.
Charitable Care
The VNA believes that every person in need should have access to quality care, regardless of their financial situation. The VNA is the only local, non-profit home health and hospice provider that accepts all patients thanks to the support of our donors. Money raised allows us to provide vital health care services to those in the community who are under or un-insured. Caring for our most vulnerable populations allows us to reinvest in our community, creating a healthier place to work and live.
Mobile Clinic
The VNA’s Mobile Health Clinic has been on the road since 2000, offering same day, non-emergency care at little or no cost. In collaboration with the Indian River Hospital District, the mobile clinic serves the county by bringing access to healthcare for those who are under or un-insured. Advanced practice registered nurses (APRNs) aboard the clinic can examine, diagnose and prescribe medications for minor, non-urgent illnesses such as sore throats, earaches and minor cuts. This mobile clinic is essential for getting out and serving vulnerable people in our community.
Where we work
Our results
How does this organization measure their results? It's a hard question but an important one.
Number of patients served
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults, Children and youth, Chronically ill people, Terminally ill people
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
This is the total number of patients served across all programs at the VNA. 2020 and 2021 numbers were impacted by COVID-19.
Number of Hospice patients served
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults, Children and youth, Terminally ill people
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Number of IRC Home Health patients
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults, Children and youth, Chronically ill people
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Number of Space Coast Home Health patients
This metric is no longer tracked.Totals By Year
Population(s) Served
Chronically ill people, Adults, Children and youth
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Number of Private Care patients
This metric is no longer tracked.Totals By Year
Population(s) Served
Older adults, Seniors, Chronically ill people
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
This is the number of patients using Private Care. Private Care for Space Coast with 81 patients (235 were for Indian River County).
Number of Flu Clinic patients
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults, Children and youth
Type of Metric
Output - describing our activities and reach
Direction of Success
Decreasing
Context Notes
In the past fiscal year (2023), our organization decided to refrain from hosting flu clinics, resulting in decreased flu shots provided to the community.
Number of Mobile Clinic patients
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults, Children and youth
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
These are the total number of patients seen on the Mobile Clinic.
Number of Free Health Screening patients
This metric is no longer tracked.Totals By Year
Population(s) Served
Adults, Children and youth
Type of Metric
Output - describing our activities and reach
Direction of Success
Increasing
Context Notes
These are the total visits by individuals in the community to any of our free health screenings. 2020 and 2021 results were impacted by COVID-19.
Our Sustainable Development Goals
Learn more about Sustainable Development Goals.
Goals & Strategy
Learn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
To provide financial support to maintain the mission of the VNA and VNA Hospice allowing them to provide compassionate, quality and innovative care for patients and caregivers regardless of their financial status.
What are the organization's key strategies for making this happen?
Operationally, VNA will seek to maintain:
1) Financial Stability
2) Expand Clinical Excellence and Expertise
3) Staff Recruitment and Retention
4) Business Development Growth
5) Fundraising, Donor and Grant activities.
With revenue above generated through reimbursement for medical care, the Foundation funds the delta between revenue and expense, ensuring that the VNA is able to provide the broad spectrum of programs and services regardless of a patients ability to pay and to serve the needs of the community. This is done mainly through four mechanisms. The Foundation works with grantors, individual donors, corporate giving and plans events to raise funds to maintain these programs. The Foundation maintains the Hospice House Endowment, a planned charitable giving program including a Charitable Annuity Program, and legacy giving program through estate planning. Finally, each year the Foundation undertakes its' Annual Appeal direct mail initiative and the highly successful VNA Golf-a-thon event.
What are the organization's capabilities for doing this?
The VNA's Board of Directors has developed a robust strategic plan that addresses each area to accomplish goals. The Foundation has a dedicated and robust gift planning strategy to cultivate, solicit and steward donors to include the Foundation in their estate plans which can include wills, trusts, retirement accounts, life insurance, and charitable gift annuities.
What have they accomplished so far and what's next?
We have worked to achieve the following:
1) Financial Stability
2) Clinical Excellence
3) High Staff Retention
4) Solid Growth
5) Exceptional programming and
5) Community outreach.
As we move forward, the VNA seeks to expand our access to care programs through expanded hospice, home-health, private care and community health programs.
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences
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Which of the following feedback practices does your organization routinely carry out?
We aim to collect feedback from as many people we serve as possible
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What challenges does the organization face when collecting feedback?
It is difficult to get the people we serve to respond to requests for feedback
Financials
Revenue vs. expenses: breakdown
Liquidity in 2023 info
42.28
Months of cash in 2023 info
17.4
Fringe rate in 2023 info
0%
Funding sources info
Assets & liabilities info
Financial data
Visiting Nurse Association & Hospice Foundation, Inc.
Revenue & expensesFiscal Year: Oct 01 - Sep 30
Visiting Nurse Association & Hospice Foundation, Inc.
Balance sheetFiscal Year: Oct 01 - Sep 30
The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.
Visiting Nurse Association & Hospice Foundation, Inc.
Financial trends analysis Glossary & formula definitionsFiscal Year: Oct 01 - Sep 30
This snapshot of Visiting Nurse Association & Hospice Foundation, Inc.’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.
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Business model indicators
Profitability info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Unrestricted surplus (deficit) before depreciation | $510,726 | $1,659,774 | $8,624,100 | -$2,209,705 | $769,504 |
As % of expenses | 13.3% | 40.9% | 187.9% | -50.2% | 19.1% |
Unrestricted surplus (deficit) after depreciation | $278,021 | $1,450,877 | $8,429,101 | -$2,569,618 | $393,438 |
As % of expenses | 6.8% | 34.0% | 176.1% | -53.9% | 8.9% |
Revenue composition info | |||||
---|---|---|---|---|---|
Total revenue (unrestricted & restricted) | $5,648,737 | $4,753,299 | $9,788,467 | $3,664,647 | $4,105,002 |
Total revenue, % change over prior year | 4.7% | -15.9% | 105.9% | -62.6% | 12.0% |
Program services revenue | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Membership dues | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Investment income | 9.1% | 9.7% | 4.0% | 12.5% | 14.9% |
Government grants | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
All other grants and contributions | 82.5% | 76.5% | 83.5% | 70.6% | 77.0% |
Other revenue | 8.4% | 13.8% | 12.6% | 16.9% | 8.1% |
Expense composition info | |||||
---|---|---|---|---|---|
Total expenses before depreciation | $3,843,943 | $4,059,304 | $4,590,585 | $4,404,430 | $4,032,728 |
Total expenses, % change over prior year | 21.7% | 5.6% | 13.1% | -4.1% | -8.4% |
Personnel | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Professional fees | 15.1% | 13.8% | 19.8% | 15.4% | 16.4% |
Occupancy | 1.9% | 2.1% | 8.7% | 1.1% | 1.0% |
Interest | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Pass-through | 76.6% | 79.5% | 67.8% | 76.5% | 74.5% |
All other expenses | 6.3% | 4.6% | 3.7% | 6.9% | 8.1% |
Full cost components (estimated) info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Total expenses (after depreciation) | $4,076,648 | $4,268,201 | $4,785,584 | $4,764,343 | $4,408,794 |
One month of savings | $320,329 | $338,275 | $382,549 | $367,036 | $336,061 |
Debt principal payment | $0 | $0 | $0 | $0 | $0 |
Fixed asset additions | $0 | $475,726 | $3,587,965 | $1,118,809 | $0 |
Total full costs (estimated) | $4,396,977 | $5,082,202 | $8,756,098 | $6,250,188 | $4,744,855 |
Capital structure indicators
Liquidity info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Months of cash | 9.1 | 31.3 | 16.2 | 16.1 | 17.4 |
Months of cash and investments | 71.7 | 87.3 | 72.6 | 60.2 | 69.7 |
Months of estimated liquid unrestricted net assets | 23.6 | 25.8 | 36.0 | 28.5 | 33.3 |
Balance sheet composition info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Cash | $2,905,088 | $10,586,178 | $6,216,020 | $5,916,412 | $5,840,059 |
Investments | $20,048,643 | $18,942,406 | $21,568,967 | $16,177,829 | $17,580,073 |
Receivables | $148,758 | $82,115 | $84,183 | $10,651 | $106,004 |
Gross land, buildings, equipment (LBE) | $6,664,181 | $7,136,864 | $8,869,459 | $9,988,268 | $10,029,822 |
Accumulated depreciation (as a % of LBE) | 69.0% | 67.3% | 35.4% | 35.1% | 38.7% |
Liabilities (as a % of assets) | 3.1% | 18.8% | 2.1% | 2.8% | 1.9% |
Unrestricted net assets | $9,623,694 | $11,074,571 | $19,503,672 | $16,934,054 | $17,327,492 |
Temporarily restricted net assets | $7,657,234 | N/A | N/A | N/A | N/A |
Permanently restricted net assets | $7,564,990 | N/A | N/A | N/A | N/A |
Total restricted net assets | $15,222,224 | $14,874,122 | $13,643,698 | $10,877,903 | $11,824,294 |
Total net assets | $24,845,918 | $25,948,693 | $33,147,370 | $27,811,957 | $29,151,786 |
Key data checks
Key data checks info | 2019 | 2020 | 2021 | 2022 | 2023 |
---|---|---|---|---|---|
Material data errors | No | No | No | No | No |
Operations
The people, governance practices, and partners that make the organization tick.
Documents
CEO
Mr. Lundy Fields
Number of employees
Source: IRS Form 990
Visiting Nurse Association & Hospice Foundation, Inc.
Officers, directors, trustees, and key employeesSOURCE: IRS Form 990
Compensation data
Visiting Nurse Association & Hospice Foundation, Inc.
Highest paid employeesSOURCE: IRS Form 990
Compensation data
Visiting Nurse Association & Hospice Foundation, Inc.
Board of directorsas of 03/14/2024
Board of directors data
Carol Kanarek
Emily Sherwood
Sarah Connors
Carole C. Finck
Stacy L. Kenyon
Lundy Fields
VNA of the Treasure Coast
Kathryn Barton
Offutt Barton Schlitt LLC
William N. Hudson, Jr.
Carol Kanarek
Ann Marie McCrystal
Mike P. McGee
Marta Schneider
William P. Stengel
William Stewart
Rossway Swan Tierney Barry Lacey & Oliver, P.L.
Lynde S. Karin
Eva Gurley
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
No data
Gender identity
No data
Transgender Identity
No data
Sexual orientation
No data
Disability
No data
Equity strategies
Last updated: 03/14/2024GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We review compensation data across the organization (and by staff levels) to identify disparities by race.
- We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
- We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
- We have community representation at the board level, either on the board itself or through a community advisory board.