VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC (EIN 061062903) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

RUSSELL BARKSDALE

Phone

2037628958

Tax Period

2023-10-01 to 2024-09-30

VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC, founded in 1982, is a mid-sized nonprofit in the Health Care sector that reported $14.4M in total revenue in fiscal year 2023.

Mission

OUR MISSION IS TO PROVIDE CLINICALLY EXCELLENT, COMPASSIONATE CARE TO ENHANCE THE HEALTH, WELL-BEING, INDEPENDENCE, AND DIGNITY OF RESIDENTS OF OUR COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $521,814

Program Service Revenue $13,885,107

Investment Income $29

Other Revenue $0

TOTAL REVENUE $14,406,950

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,134,547

Fundraising Expenses $0

Program Expenses $10,916,746

Other Expenses $2,696,285

TOTAL EXPENSES $14,830,832

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,406,950	$13,645,402	+0.1%
Expenses	$14,830,832	$16,183,487	-0.1%
Net Income	$-423,882	$-2,538,085	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

128

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$784,059

Total Directors

$563,087

Key Employees

$706,702

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEO KARL III	DIRECTOR	1.00	Director	$0	$0	$0
DIONNA CARLSON	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
MARK DEWAELE DMD	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
ROSE LANARD	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
JANET LANAWAY	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
DR KESAV NAIR	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
RICHARD TOWNSEND	DIRECTOR (FROM 1/2024)	1.00	Director	$0	$0	$0
JILL SAUTKULIS	DIRECTOR	1.00	Director	$0	$0	$0
PENNY YOUNG	DIRECTOR	1.00	Director	$0	$0	$0
DEANNA XISTRIS	DIRECTOR	1.00	Director	$0	$0	$0
REV PETER WALSH	DIRECTOR	1.00	Director	$0	$0	$0
MARYNE ROBIN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL REISS	DIRECTOR	1.00	Director	$0	$0	$0
DR DAVID REED	DIRECTOR	1.00	Director	$0	$0	$0
DR CRAIG OLIN	DIRECTOR	1.00	Director	$0	$0	$0
MARY FRANCO	CO-VICE CHAIR	1.00	Officer Director	$0	$0	$0
RICHARD DEPATIE	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD CROARKIN	DIRECTOR (UNTIL 12/2023)	1.00	Director	$0	$0	$0
KATHLEEN CORBET	DIRECTOR (UNTIL 12/2023)	1.00	Director	$0	$0	$0
PETER BRIDGMAN	DIRECTOR (UNTIL 12/2023)	1.00	Director	$0	$0	$0
SHARON BRADLEY	DIRECTOR (UNTIL 12/2023)	1.00	Director	$0	$0	$0
RUSSELL BARKSDALE	CEO	1.00	Officer Director	$0	$9,286	$563,087
BARB ACHENBAUM	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HUNT	TREASURER	1.00	Officer Director	$0	$0	$0
MARIAN CURTIS BLAIR	CO-VICE CHAIR	1.00	Officer Director	$0	$0	$0
K RONE BALDWIN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
NANCY PEREZ	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLES ROSE	CFO	1.00	Officer	$0	$5,837	$220,972
CAROL MCDONNELL SMITH	VP HOME HEALTH	1.00	Key Emp	$0	$10,810	$223,815
TERRANCE HENRY	CHIEF MARKETING/SALES OFFICER	1.00	Key Emp	$0	$49,302	$263,430
REBECCA ALBRECHT	CHIEF HUMAN RESOURCES OFFICER	1.00	Key Emp	$0	$5,142	$219,457
BARBARA KIVIAT	NURSE/TEAM LEADER	40.00	Highest	$209,337	$1,862	$211,199
FRANCES BUONO	NURSE SUPERVISOR	40.00	Highest	$141,845	$11,764	$153,609
JAMES COYLE	INTERIM HOME HEALTH ADMINISTRATOR	40.00	Highest	$122,789	$32,615	$155,404
LAURA KUEHL	RN	40.00	Highest	$126,789	$1,862	$128,651
AMANDA PACE	RN	40.00	Highest	$117,139	$5,623	$122,762

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$14,406,950	$14,830,832	$17,410,385	$-423,882
2023	$13,645,402	$16,183,487	$17,590,914	$-2,538,085
2022	$14,665,080	$17,588,076	$19,960,297	$-2,922,996
2021	$2,436,325	$6,505,406	$22,769,220	$-4,069,081
2021	$11,417,928	$9,939,824	$23,643,923	$1,478,104
2020	$10,458,813	$9,805,924	$20,410,022	$652,889
2019	$10,912,038	$10,508,326	$16,934,700	$403,712

VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC