SOUTHWESTERN ILLINOIS VISITING NUR… - Form 990 Financial Data

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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

1918

Legal Domicile

Principal Officer

LORI WEBB

Phone

6182365800

Tax Period

2025-01-01 to 2025-12-31

SOUTHWESTERN ILLINOIS VISITING NURSE ASSOCIATION, founded in 1918, is a community nonprofit in the Health Care sector that reported $7.0M in total revenue in fiscal year 2025. Revenue surged 32% from the prior year, signaling strong growth momentum.

Mission

GUIDED BY A TRADITION OF PERSONAL, CLINICAL, AND TECHNOLOGICAL EXCELLENCE, PROVIDING COORDINATED SERVICES, IN COOPERATION WITH OTHER ORGANIZATIONS, TO IMPROVE THE PERSONAL HEALTH AND SAFETY OF ALL MEMBERS OF THE COMMUNITY WITHOUT REGARD TO RACE, CREED, OR ABILITY TO PAY.

Program Service Accomplishments

Program 1

Expenses: $1,849,993 Revenue: $2,182,403

HOME HEALTH CARE PROVIDES AT HOME MEDICAL SERVICES SUCH AS NURSING CARE AND THERAPY, UNDER ORDERS FROM THE PATIENT'S PERSONAL PHYSICIAN, TO HELP PATIENTS RECUPERATE SAFELY FROM ILLNESS OR INJURY. 585...

Program 2

Expenses: $2,913,487 Revenue: $3,436,989

CARE COORDINATION UNIT CARE COORDINATORS, UNDER AN ILLINOIS DEPARTMENT ON AGING PROGRAM, PROVIDE COMPREHENSIVE IN-HOME ASSESSMENTS AND RESOURCE REFERRALS TO ASSIST ELDERLY, LOW INCOME ADULTS WITH...

CARE COORDINATION UNIT CARE COORDINATORS, UNDER AN ILLINOIS DEPARTMENT ON AGING PROGRAM, PROVIDE COMPREHENSIVE IN-HOME ASSESSMENTS AND RESOURCE REFERRALS TO ASSIST ELDERLY, LOW INCOME ADULTS WITH GETTING THE SERVICES THEY NEED TO MAINTAIN A SAFE LEVEL OF INDEPENDENCE WHILE LIVING IN THEIR OWN CHOSEN PLACE OF RESIDENCE AS LONG AS POSSIBLE. 12,836 PERSONS WERE SERVED DURING THE YEAR.

Program 3

Expenses: $888,930 Revenue: $1,048,654

ADULT PROTECTIVE SERVICES CASE WORKERS INVESTIGATE REPORTS OF ABUSE, NEGLECT, AND EXPLOITATION AMONG THE SENIOR AND DISABLED ADULT POPULATION. 1,545 PERSONS WERE SERVED DURING THE YEAR.

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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 (2025)

Revenue Breakdown

Contributions & Grants $263,627

Program Service Revenue $6,668,046

Investment Income $63,020

Other Revenue $0

TOTAL REVENUE $6,994,693

Expense Breakdown

Grants Paid $100

Salaries & Benefits $6,122,238

Fundraising Expenses $0

Program Expenses $5,652,410

Other Expenses $1,075,497

TOTAL EXPENSES $7,197,835

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,994,693	$5,295,065	+0.3%
Expenses	$7,197,835	$6,996,292	+0.0%
Net Income	$-203,142	$-1,701,227	-0.9%

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

108

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

$164,820

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN KAPPEL MD	BOARD MEMBER (END TERM)	1.00	Director	$0	$0	$0
SARA SARIC	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEIDI DODD	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM BRIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
MARY AGNE MD	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROL DEMSKY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK HALLORAN	BOARD MEMBER (END TERM)	1.00	Director	$0	$0	$0
ANN MARTENS	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA MESSBARGER	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY STAROBA	BOARD MEMBER (END TERM)	1.00	Director	$0	$0	$0
KATIE STEIN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KIMBERLY BURGESS NP	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY WAMBOLD	BOARD MEMBER	1.00	Director	$0	$0	$0
JAY JACKSON	BOARD MEMBER	1.00	Director	$0	$0	$0
LORI WEBB	EXECUTIVE DIRECTOR	40.00	Officer	$143,288	$21,532	$164,820
DUANE PINGSTERHAUS	APS SUPERVISOR	50.00	Highest	$109,195	$13,044	$122,239

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
2025	$6,994,693	$7,197,835	$7,619,211	$-203,142
2024	$5,295,065	$6,996,292	$7,177,875	$-1,701,227
2023	$6,663,948	$6,753,202	$7,185,455	$-89,254
2022	$6,944,358	$6,696,347	$6,565,572	$248,011
2021	$7,701,877	$6,774,143	$6,730,732	$927,734
2020	$7,741,340	$7,108,497	$6,764,752	$632,843
2019	$6,797,136	$6,632,499	$4,986,223	$164,637
2018	$6,363,365	$6,596,378	$4,695,193	$-233,013

SOUTHWESTERN ILLINOIS VISITING NURSE ASSOCIATION