PLATINUM2024

Visiting Nurse Association & Hospice Foundation, Inc.

aka VNA & Hospice Foundation   |   Vero Beach, FL   |  https://vnatc.org/
GuideStar Charity Check

Visiting Nurse Association & Hospice Foundation, Inc.

EIN: 59-2804739


Mission

The VNA provides compassionate, innovative care of the highest quality, setting the standard for patients and caregivers needing home health, hospice and community health services, regardless of a patient’s ability to pay. The VNA works to provide innovative access to care for the community through home health, hospice and community health & education programs. The VNA's wellness programs encompass the community education and outreach aspect of our mission, promoting health throughout the counties we serve.

Ruling year info

2014

CEO

Mr. Lundy Fields

Main address

920 37th Place, Ste. 101

Vero Beach, FL 32960 USA

Show more contact info

EIN

59-2804739

Subject area info

Home health care

Population served info

Terminally ill people

Economically disadvantaged people

NTEE code info

Single Organization Support (E11)

Home Health Care (includes Visiting Nurse Associations) (E92)

Hospice (P74)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Communication

Affiliations

See related organizations info

What we aim to solve

SOURCE: Self-reported by organization

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

SOURCE: Self-reported by organization

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.

Population(s) Served
Terminally ill people
Adults
Children and youth

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.

Population(s) Served
Terminally ill people
Adults
Children and youth
Chronically ill people

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.

Population(s) Served
Adults
Children and youth

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.

Population(s) Served
Children and youth
Adults
Families
Caregivers
Widows and widowers

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.

Population(s) Served
Terminally ill people
Adults
Children and youth

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.

Population(s) Served
Adults
Children and youth
Chronically ill people

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.

Population(s) Served
Chronically ill people
Terminally ill people
Adults
Children and youth

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.

Population(s) Served
Adults
Children and youth

Where we work

Our results

SOURCE: Self-reported by organization

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

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

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.

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.

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.

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

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.
  • 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

  • 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

  • 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

Visiting Nurse Association & Hospice Foundation, Inc.
Fiscal year: Oct 01 - Sep 30
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2023 info

SOURCE: IRS Form 990

42.28

Average of 24.84 over 10 years

Months of cash in 2023 info

SOURCE: IRS Form 990

17.4

Average of 9.4 over 10 years

Fringe rate in 2023 info

SOURCE: IRS Form 990

0%

Average of 5% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Visiting Nurse Association & Hospice Foundation, Inc.

Revenue & expenses

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

Visiting Nurse Association & Hospice Foundation, Inc.

Balance sheet

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

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.

Fiscal year ending: cloud_download Download Data

Visiting Nurse Association & Hospice Foundation, Inc.

Financial trends analysis Glossary & formula definitions

Fiscal Year: Oct 01 - Sep 30

SOURCE: IRS Form 990 info

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
Form 1023/1024 is not available for this organization

CEO

Mr. Lundy Fields

Number of employees

Source: IRS Form 990

Visiting Nurse Association & Hospice Foundation, Inc.

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
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Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

Visiting Nurse Association & Hospice Foundation, Inc.

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

Visiting Nurse Association & Hospice Foundation, Inc.

Board of directors
as of 03/14/2024
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

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

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • 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

SOURCE: Self-reported; last updated 3/10/2021

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
White/Caucasian/European
Gender identity
Male

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data

Equity strategies

Last updated: 03/14/2024

GuideStar 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

Data
  • 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.
Policies and processes
  • We have community representation at the board level, either on the board itself or through a community advisory board.

Contractors

Fiscal year ending
There are no fundraisers recorded for this organization.