Vna Health Foundation
- Assets
- $66.9m
- Revenue
- $11.1m
- Investments
- $9.5m
- Employees
- 0
- Location
- Santa Barbara, CA
- Founding
- 08/1993
- Data as of
- 12/2021
- EIN
- 77-0342043
Organization Overview
Vna Health Foundation is located in Santa Barbara, CA. The organization was established in 1993. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Vna Health Foundation 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, Vna Health Foundation generated $11.1m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.2% each year . All expenses for the organization totaled $5.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FUNDRAISING SUPPORT FOR CHARITABLE MISSION OF VNA HEALTH.
Describe the Organization's Program Activity:
THE VNA HEALTH FOUNDATION FUNDS CHARITABLE SERVICES FOR THE SANTA BARBARA COMMUNITY, INCLUDING SUBSIDIZED HOME HEALTH AND HOSPICE CARE AND IN-ROOM AND BOARD FOR TERMINALLY ILL PATIENTS AT SERENITY HOUSE, AN 18-BED HOSPICE RESIDENTIAL FACILITY. THE FOUNDATION ALSO PROVIDED FUNDING FOR BATH AND RESPITE CARE AT HOME FOR FRAIL SENIORS, MEDICAL EQUIPMENT LOAN SERVICES, PALLIATIVE CARE, AND OTHER CHARITABLE SERVICES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rebecca Bernard Executive Director Foundation | OfficerTrustee | 40 | $155,224 |
Rick Keith Former Executive Director Foundat | 40 | $101,132 | |
Pamela Dillman Haskell Secretary | OfficerTrustee | 1 | $0 |
Lynda Tanner CEO | OfficerTrustee | 1 | $0 |
Neil D Levinson Vice-Chair | OfficerTrustee | 1 | $0 |
Mark J Mattingly Chair | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $524,500 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,358,946 |
| Noncash contributions included in lines 1a–1f | $46,539 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,883,446 |
| Total Program Service Revenue | $0 |
| Investment income | $1,522,889 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $1,362,039 |
| Net Gain/Loss on Asset Sales | $6,390,298 |
| Net Income from Fundraising Events | -$19,201 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,141,362 |
| 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. | $279,116 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $216,741 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $99,764 |
| Payroll taxes | $0 |
| 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 | $43,786 |
| Advertising and promotion | $109,279 |
| Office expenses | $50,973 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $295 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $32,378 |
| Interest | $0 |
| Payments to affiliates | $2,592,705 |
| Depreciation, depletion, and amortization | $1,429,993 |
| Insurance | $0 |
| All other expenses | $8,540 |
| Total functional expenses | $5,310,542 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $298,229 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $365,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $21,788,826 |
| Investments—publicly traded securities | $26,985,011 |
| Investments—other securities | $9,508,636 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $7,955,847 |
| Total assets | $66,901,549 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| 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 | $0 |
| Net assets without donor restrictions | $66,261,541 |
| Net assets with donor restrictions | $640,008 |
| 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 | $66,901,549 |
Grants Awarded
Over the last fiscal year, Vna Health Foundation has awarded $17,500 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Santa Barbara, CA PURPOSE: GENERAL | $12,500 |
Santa Barbara, CA PURPOSE: GENERAL | $5,000 |
Grants Recieved
Over the last fiscal year, we have identified 11 grants that Vna Health Foundation has recieved totaling $222,825.
| Awarding Organization | Amount |
|---|---|
Wood-Claeyssens Foundation Santa Barbara, CA PURPOSE: 20TH ANNUAL MOTHER'S DAY LUNCHEON; SERENITY HOUSE CHARITY CARE; SPONSORSHIP - 21ST ANNUAL MOTHER'S DAY LUNCHEON | $65,000 |
Santa Barbara Foundation Santa Barbara, CA PURPOSE: HEALTH - GENERAL & REHABILITATIVE | $36,350 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $34,975 |
Peter Douglas Foundation Los Angeles, CA PURPOSE: GENERAL DONATION. | $25,000 |
Hutton Foundation A Delaware Corp Santa Barbara, CA PURPOSE: 2021 CHARITY REGATTA, SERENITY HOUSE SUPPORT | $20,000 |
Santa Barbara Cottage Hospital Santa Barbara, CA PURPOSE: Support for the transitional housing beds for homeless patients who are not appropriate for discharge to the streets or shelters and who need supervised convalescence | $15,000 |
Endowment Analysis
| Beg. Balance | $34,854,861 |
| Earnings | $3,276,061 |
| Net Contributions | $2,000 |
| Other Expense | -$1,641,235 |
| Ending Balance | $36,491,687 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Southern Calif Glaziers H&w Tr Fund Covina, CA | $29,114,155 | $20,946,347 |
Banner Health Foundation Phoenix, AZ | $138,766,928 | $27,502,678 |
Abc California Health Trust San Diego, CA | $8,208,446 | $18,293,053 |
Montage Health Foundation Monterey, CA | $246,774,163 | $32,937,422 |
Sun Health Foundation Sun City West, AZ | $41,548,364 | $9,339,372 |
Providence St Vincent Medical Foundation Portland, OR | $302,625,014 | $42,114,354 |
Providence Portland Medical Foundation Portland, OR | $219,001,384 | $22,077,699 |
John Muir Foundation Walnut Creek, CA | $65,372,142 | $20,131,142 |
Gallo Union Health Trust Modesto, CA | $21,480,077 | $14,963,749 |
Redwood Community Health Network Petaluma, CA | $4,126,775 | $12,982,178 |
Kuakini Foundation Honolulu, HI | $15,169,850 | $4,896,720 |
Martin Luther King Jr Community Health Foundation Los Angeles, CA | $43,323,066 | $8,250,886 |