Visiting Nurse Association and Hospice Foundation Inc (EIN 592804739) - 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

1987

Legal Domicile

Principal Officer

Lundy Fields

Phone

7725675551

Tax Period

2023-10-01 to 2024-09-30

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.

Mission

To provide philanthropic resources to the VNA in support of its mission to provide compassionate innovative care of the highest quality for patients and caregivers regardless of their financial status.

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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 (2023)

Revenue Breakdown

Contributions & Grants $11,078,306

Program Service Revenue $0

Investment Income $-596,888

Other Revenue $-36,892

TOTAL REVENUE $10,444,526

Expense Breakdown

Grants Paid $2,790,368

Salaries & Benefits $0

Fundraising Expenses $530,096

Program Expenses $2,790,368

Other Expenses $1,350,037

TOTAL EXPENSES $4,140,405

Year-over-Year Comparison

	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%

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

N/A

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
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

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	$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

Visiting Nurse Association and Hospice Foundation Inc