Vero Beach, FL
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)Visiting Nurse Association and Hospice Foundation Inc, founded in 1987, is a mid-sized nonprofit in the Health Care sector that reported $10.4M in total revenue in fiscal year 2023. Revenue surged 154% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.3M, a strong 60% operating margin.
To solicit and raise philanthropic resources in support of the VNA mission to provide compassionate and innovative care of the highest quality for patients and caregivers regardless of their financial status.
Through a comprehensive and integrated fund development plan focused on donor-centered strategies, philanthropic resources in support of the VNA mission to provide compassionate innovative care of...
Through a comprehensive and integrated fund development plan focused on donor-centered strategies, philanthropic resources in support of the VNA mission to provide compassionate innovative care of the highest quality for patients and caregivers regardless of their financial status. This includes start-up capital for program initiatives and sustainability of the VNA Hospice House.
The majority of the expenses incurred by the foundation relate to the support given to the VNA of the Treasure Coast & its affiliates for home health, hospice & community wellness. These grants fund...
The majority of the expenses incurred by the foundation relate to the support given to the VNA of the Treasure Coast & its affiliates for home health, hospice & community wellness. These grants fund direct patient home health & hospice care, community wellness clinics, operational support of the VNA hospice house, program initiatives & upgraded technology to enhance efficiency & patient care outcomes. During the tax year, unpaid volunteers contributed more than 1,100 hours of their time in direct support of the Foundation. Volunteers assisted in various program areas. Based upon the hourly volunteer rate of approximately $33.49/hr. In 2024 for the state of Florida per the Bureau of Labor Statistics, the dollar value of those volunteer hours was approx. $37,500. A total of 21,130 hours of volunteer services valued at $707,600 were provided in total to the foundation and its related parties. No amounts have been reflected in this return for those donated services.
The Foundation has a dedicated and robust gift planning strategy to cultivate, solicit and steward donors to include the Foundation in their estate plans which can include wills, trusts, retirement...
The Foundation has a dedicated and robust gift planning strategy to cultivate, solicit and steward donors to include the Foundation in their estate plans which can include wills, trusts, retirement accounts, life insurance, and charitable gift annuities. Partnering with the donor's trusted financial or legal advisor is a critical component of the program and requires similar cultivation, solicitation and stewardship plans. In the most recent fiscal year, the total donor dollars received through planned gifts was $4,040,116. Upon notification of the passing of a donor who has included the VNA in their estate plans, the administration process can be lengthy with a 12-18 month timeline for receipt of gift in most cases.
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%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $10,444,526 | $4,105,002 | +1.5% |
| Expenses | $4,140,405 | $4,408,794 | -0.1% |
| Net Income | $6,304,121 | $-303,792 | -21.8% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Carol Kanarek | Chairman | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Sarah Connors | Vice Chairman | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Mike P McGee | Vice Chairman | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Stacy L Kenyon | Secretary | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| William N Hudson Jr | Treasurer | 5.00 |
Officer
Director
|
$0 | $0 | $0 |
| Kathryn Barton | Assistant Treasurer | 2.00 |
Officer
Director
|
$0 | $0 | $0 |
| Carole C Finck | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Eva Gurley | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Theresa Kelso | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Ronald K Lawn | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Ann Marie McCrystal | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Marta Schneider | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Emily Sherwood | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| William Stengel | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| William Stewart | Director | 1.00 |
Director
|
$0 | $0 | $0 |
| Donald E Nickelson | Ex-Officio | 1.00 |
Director
|
$0 | $0 | $0 |
| Lundy Fields | President/CEO | 10.00 |
Officer
Director
|
$0 | $30,847 | $290,350 |
| Daniel Bach | CFO | 10.00 |
Officer
|
$0 | $28,016 | $225,961 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2024 | $10,444,526 | $4,140,405 | $38,393,322 | $6,304,121 |
| 2023 | $4,105,002 | $4,408,794 | $29,705,763 | $-303,792 |
| 2022 | $3,664,647 | $4,764,343 | $28,615,983 | $-1,099,696 |
| 2021 | $9,788,467 | $4,785,584 | $33,852,759 | $5,002,883 |
| 2020 | $4,753,299 | $4,268,201 | $31,973,895 | $485,098 |
| 2019 | $5,648,737 | $4,076,648 | $25,635,140 | $1,572,089 |
| 2018 | $5,396,843 | $3,376,264 | $24,724,733 | $2,020,579 |
Compare Visiting Nurse Association and Hospice Foundation Inc with other nonprofits in Florida and across the country.