THE VISITING NURSE ASSOCIATION FOUNDATION INC

EIN: 222581936 501(c)(3) Health Care

LYNN, MA

Total Revenue
$6,983,480
Total Expenses
$858,231
Total Assets
$63,742,172
Net Assets
$58,811,080
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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
MA
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.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

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%)

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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

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Governance

Voting Members
8
Independent Members
7
Employees
N/A
Volunteers
20

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
5
$950,438
Total Directors
8
$586,850
Key Employees
0
$0
Highest Compensated
0
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
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