Valley Vna Health Systems Inc
- Assets
- $12.4m
- Revenue
- $6.7m
- Investments
- $0.0
- Employees
- 204
- Location
- Neenah, WI
- Founding
- 09/1989
- Data as of
- 12/2021
- EIN
- 39-1624803
Organization Overview
Valley Vna Health Systems Inc is located in Neenah, WI. The organization was established in 1989. According to its NTEE Classification (E92) the organization is classified as: Home Health Care, under the broad grouping of Health Care and related organizations. As of 12/2021, Valley Vna Health Systems Inc employed 204 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Valley Vna Health Systems Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Valley Vna Health Systems Inc generated $6.7m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.4% each year . All expenses for the organization totaled $5.9m during the year ending 12/2021. While expenses have increased by 10.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDING QUALITY CHOICES FOR SENIOR LIVING
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDING RESIDENTS WITH PERSONAL CARE, ROOM AND BOARD, AND SOCIAL ACTIVITIES. PERFORMED 35,047 HOURS OF PERSONAL CARE SERVICES. THESE SERVICES INCLUDED BATHING, DRESSING, EXERCISING, TOILETING ASSISTANCE, NAIL CARE AND HAIR CARE. PROVIDING 80 RESIDENTS WITH PERSONAL CARE, ROOM AND BOARD, AND SOCIAL ACTIVITIES.
HOMEMAKER/COMPANION PROGRAMS PERFORMED 417 HOURS OF SERVICE. THESE SERVICES INCLUDE HOUSEKEEPING, MEAL PREPARATION, MEDICATION REMINDERS, GROCERY SHOPPING, AND PERFORMING OTHER ERRANDS.
HEALTH AND WELLNESS PROGRAMS INCLUDE FOOT CARE, BLOOD PRESSURE CLINICS, AND ADMINISTRATION OF THE MEALS ON WHEELS PROGRAM. PERFORMED 1,949 HOURS OF HOMEMAID SERVICE, 8,090 MEALS, AND PROVIDED 854 HOURS OF FOOT CARE SERVICES.
MANAGEMENT FEES AND OCCUPANCY AND NUTRITION TO PROGRAMS AND AFFILIATES INCLUDING ADMINISTRATIVE NET CLIENT SERVICE REVENUES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Theresa Pichelmeyer President/ceo | Officer | 40 | $106,347 |
Vicki Mcauliffe CFO | Officer | 40 | $66,978 |
Steve Morton Secretary | OfficerTrustee | 0 | $0 |
Paul Verbeten Vice Chair | OfficerTrustee | 0 | $0 |
Joe Mcgrane Treasurer | OfficerTrustee | 0 | $0 |
Frank Kearny Chair | OfficerTrustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $8,511 |
| Related organizations | $0 |
| Government grants | $709,538 |
| All other contributions, gifts, grants, and similar amounts not included above | $853,316 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,571,365 |
| Total Program Service Revenue | $4,638,389 |
| Investment income | $245,832 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $219,239 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $6,674,825 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $201,141 |
| Compensation of current officers, directors, key employees. | $40,228 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,368,605 |
| Pension plan accruals and contributions | $41,537 |
| Other employee benefits | $444,357 |
| Payroll taxes | $225,847 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $344,799 |
| Advertising and promotion | $129,643 |
| Office expenses | $106,167 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $147,028 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $291,714 |
| Insurance | $75,555 |
| All other expenses | $10,120 |
| Total functional expenses | $5,884,435 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $680,327 |
| Savings and temporary cash investments | $503,940 |
| Pledges and grants receivable | $532,230 |
| Accounts receivable, net | $139,425 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $62,454 |
| Prepaid expenses and deferred charges | $154,878 |
| Net Land, buildings, and equipment | $4,438,683 |
| Investments—publicly traded securities | $5,458,851 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $410,255 |
| Total assets | $12,381,043 |
| Accounts payable and accrued expenses | $489,954 |
| Grants payable | $0 |
| Deferred revenue | $20,986 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $510,940 |
| Net assets without donor restrictions | $7,828,175 |
| Net assets with donor restrictions | $4,041,928 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $12,381,043 |
Grants Awarded
Over the last fiscal year, Valley Vna Health Systems Inc has awarded $37,873 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Neenah, WI PURPOSE: SUPPORT OF OPERATIONS | $32,373 |
Neenah, WI PURPOSE: SUPPORT OF OPERATIONS | $5,500 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Valley Vna Health Systems Inc has recieved totaling $134,454.
| Awarding Organization | Amount |
|---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $60,000 |
Community Foundation For The Fox Valley Region Inc Appleton, WI PURPOSE: E92: HOME HEALTH CARE | $50,581 |
Thedacare Family Of Foundations Inc Appleton, WI PURPOSE: CARING FOR GENERATIONS MEMORY PROJECT | $23,836 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $37 |
Endowment Analysis
| Beg. Balance | $2,321,386 |
| Earnings | $502,707 |
| Admin Expense | $16,938 |
| Other Expense | $373,721 |
| Ending Balance | $2,433,434 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
A & D Charitable Foundation Inc Saginaw, MI | $4,059,321 | $18,181,629 |
Mercyhealth Visiting Nurses Association Inc Rockford, IL | $14,370,944 | $16,504,023 |
Volunteers Of America Inc Eden Prairie, MN | $2,529,300 | $14,032,412 |
Home Care United Madison, WI | $8,988,215 | $13,062,474 |
Visiting Nurse Association Of Saginaw Saginaw, MI | $6,105,260 | $14,202,870 |
Guardian Angels Elim Home Care Inc Elk River, MN | $3,016,376 | $14,356,608 |
Ingalls Home Care Harvey, IL | $34,200,858 | $10,875,918 |
Hospice Of Siouxland Sioux City, IA | $12,817,698 | $9,486,254 |
Emmanuel Hospice Grand Rapids, MI | $4,304,732 | $9,365,687 |
Access Living Of Metropolitan Chicago Chicago, IL | $26,227,833 | $14,436,710 |
Mercy General Health Partners Amicare Homecare Muskegon, MI | $10,007,836 | $8,139,563 |
Southwestern Illinois Visiting Nurse Association Swansea, IL | $6,764,752 | $7,741,340 |