VNA INC (EIN 521332411) - 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

1983

Legal Domicile

Principal Officer

TRACI ANDERSON

Phone

3019313100

Tax Period

2024-07-01 to 2025-06-30

VNA INC, founded in 1983, is a mid-sized nonprofit in the Health Care sector that reported $21.8M in total revenue in fiscal year 2024.

Mission

THE RENDERING OF MANAGEMENT AND ADMINISTRATIVE SERVICES TO ITS AFFILIATES WHICH ARE PRIMARILY PROVIDERS OF HOME HEALTH CARE.

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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 $74,126

Program Service Revenue $20,106,842

Investment Income $323,390

Other Revenue $1,307,431

TOTAL REVENUE $21,811,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,073,365

Fundraising Expenses $0

Program Expenses $21,610,988

Other Expenses $2,537,623

TOTAL EXPENSES $21,610,988

Year-over-Year Comparison

	2024	2023	Change
Revenue	$21,811,789	$22,370,343	0.0%
Expenses	$21,610,988	$22,118,487	0.0%
Net Income	$200,801	$251,856	-0.2%

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

N/A

Employees

169

Volunteers

N/A

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

$3,835,881

Total Directors

$4,209,736

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADLEY CHAMBERS	CHAIR	1.00	Officer Director	$0	$63,528	$1,859,893
JEFFREY A MATTON	DIRECTOR	1.00	Director	$0	$62,704	$1,536,082
TRACI K ANDERSON	PRESIDENT/DIRECTOR	40.00	Officer Director	$787,132	$26,629	$813,761
RODERICK T CHEN	SECRETARY	1.00	Officer	$0	$35,553	$575,885
MARK MEGINNIS	TREASURER	1.00	Officer	$0	$54,916	$586,342
STEPHEN BAUR	DPT, VP OF THERAPY SERVICE	40.00	Highest	$295,752	$29,652	$325,404
SUZANNE PROCTOR	VP, BUSINESS DEVELOPMENT	40.00	Highest	$274,173	$19,126	$293,299
LYNETTE GODHARD	VP, OPS AND CHIEF CLINICAL OFFICER	40.00	Highest	$268,505	$26,237	$294,742
CARRIE KOENIG	VP, PATIENT EXPERIENCE & COMM.	40.00	Highest	$222,629	$9,078	$231,707
LISA ZERR	CONTROLLER	40.00	Highest	$185,765	$17,984	$203,749
ERIC R WAGNER	FORMER OFFICER	1.00		$0	$0	$1,231,856

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	$21,811,789	$21,610,988	$15,802,067	$200,801
2024	$22,370,343	$22,118,487	$14,319,589	$251,856
2023	$21,033,413	$20,852,954	$13,993,376	$180,459
2022	$20,078,402	$20,085,623	$13,421,644	$-7,221
2021	$18,987,537	$19,410,062	$12,459,420	$-422,525
2020	$18,410,087	$18,980,583	$10,731,888	$-570,496
2019	$19,880,130	$19,722,921	$10,476,578	$157,209
2018	$20,431,077	$20,181,206	$11,605,292	$249,871

VNA INC