THE VISITING NURSE ASSOCIATION FOUNDATION INC (EIN 222581936) - 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

2003

Legal Domicile

Phone

7815982454

Tax Period

2024-01-01 to 2024-12-31

THE VISITING NURSE ASSOCIATION FOUNDATION INC, founded in 2003, is a community nonprofit in the Health Care sector that reported $7.0M in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.1M, a strong 88% operating margin.

Mission

TO AID AFFILIATES IN DEVELOPMENT ACTIVITIES AND THE ACCOMPLISHMENT OF THEIR EXEMPT PURPOSES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $66,367

Program Service Revenue $0

Investment Income $6,439,135

Other Revenue $477,978

TOTAL REVENUE $6,983,480

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $858,231

TOTAL EXPENSES $858,231

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,983,480	$4,769,548	+0.5%
Expenses	$858,231	$792,813	+0.1%
Net Income	$6,125,249	$3,976,735	+0.5%

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

N/A

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

$950,438

Total Directors

$586,850

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL CLASBY	TREASURER	2.0	Officer Director	$0	$0	$0
F ROBERT ALLISON ESQ	SECRETARY	2.0	Officer Director	$0	$0	$0
JO-MARY KOOPMAN	PRESIDENT/CEO	7.5	Officer Director	$0	$98,529	$586,850
RONALD PLOTKA	VICE PRESIDENT	2.0	Officer Director	$0	$0	$0
JAMES SMITH	DIRECTOR	2.0	Director	$0	$0	$0
KEVIN BRANSFIELD	DIRECTOR	2.0	Director	$0	$0	$0
LOUIS J FENTON	DIRECTOR	2.0	Director	$0	$0	$0
SHAWN POTTER	DIRECTOR	2.0	Director	$0	$0	$0
DANIEL MEYLER	CFO/ SENIOR VP	7.5	Officer	$0	$45,729	$363,588

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	$6,983,480	$858,231	$63,742,172	$6,125,249
2023	$4,769,548	$792,813	$56,404,466	$3,976,735
2022	$1,034,321	$518,084	$46,398,018	$516,237
2021	$1,406,269	$545,642	$50,403,466	$860,627
2020	$871,658	$590,767	$40,035,397	$280,891
2019	$2,449,253	$627,794	$33,469,681	$1,821,459
2018	$1,783,328	$638,112	$28,860,613	$1,145,216

THE VISITING NURSE ASSOCIATION FOUNDATION INC