Visiting Nurse Association of the Treasure Coast Inc (EIN 592664912) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

Lundy Fields

Phone

7725675551

Tax Period

2023-10-01 to 2024-09-30

Visiting Nurse Association of the Treasure Coast Inc, founded in 1986, is a mid-sized nonprofit in the Health Care sector that reported $15.2M in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring.

Mission

To provide compassionate, innovative care of the highest quality for patients and caregivers.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $196,949

Program Service Revenue $15,001,906

Investment Income $0

Other Revenue $0

TOTAL REVENUE $15,198,855

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,411,271

Fundraising Expenses $0

Program Expenses $6,634,434

Other Expenses $6,005,608

TOTAL EXPENSES $16,416,879

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,198,855	$20,457,388	-0.3%
Expenses	$16,416,879	$15,724,076	+0.0%
Net Income	$-1,218,024	$4,733,312	-1.3%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

678

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

$516,311

Total Directors

$290,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Stengel	Chairman	5.00	Officer Director	$0	$0	$0
Susan P Rodgers	Vice Chairman	5.00	Officer Director	$0	$0	$0
Jack Weisbaum	Treasurer	5.00	Officer Director	$0	$0	$0
Angelia Perry	Secretary	1.00	Officer Director	$0	$0	$0
Kimberle Beckett	Director	1.00	Director	$0	$0	$0
Robin Blanton	Director	1.00	Director	$0	$0	$0
Deborah Crum	Director	1.00	Director	$0	$0	$0
Ford Fegert	Director	1.00	Director	$0	$0	$0
Debra Fromang	Director	1.00	Director	$0	$0	$0
Carol Kanarek	Director	1.00	Director	$0	$0	$0
Kathy Hendrix	Director	1.00	Director	$0	$0	$0
Colt Landreth	Director	1.00	Director	$0	$0	$0
Ann Marie McCrystal	Director	1.00	Director	$0	$0	$0
Donald E Nickelson	Director	1.00	Director	$0	$0	$0
Fran Pieck	Director	1.00	Director	$0	$0	$0
William Stewart	Director	1.00	Director	$0	$0	$0
Lundy Fields	President/CEO	10.00	Officer Director	$259,503	$30,847	$290,350
Daniel Bach	CFO	10.00	Officer	$197,945	$28,016	$225,961
Jamie Blackburn	RN	40.00	Highest	$171,271	$30,537	$201,808
Patricia B Richards	VP People & Culture	40.00	Highest	$162,073	$9,863	$171,936
Kathleen Orton	Chief Patient Experience Officer	40.00	Highest	$133,735	$19,964	$153,699
Jacqueline Keville	VP Clinical Services	40.00	Highest	$130,777	$23,164	$153,941
Mary Brown	APRN	40.00	Highest	$132,034	$11,834	$143,868

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	$15,198,855	$16,416,879	$9,016,043	$-1,218,024
2023	$20,457,388	$15,724,076	$13,145,631	$4,733,312
2022	$13,964,991	$14,494,623	$4,561,060	$-529,632
2021	$19,481,405	$13,637,495	$5,261,799	$5,843,910
2020	$12,305,167	$12,423,653	$4,667,088	$-118,486
2019	$11,181,821	$11,347,878	$1,893,150	$-166,057
2018	$10,581,709	$10,944,570	$2,145,227	$-362,861

Visiting Nurse Association of the Treasure Coast Inc