LEGACY VISITING NURSE ASSOCIATION (EIN 930848530) - 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

GEORGE J BROWN

Phone

5034155600

Tax Period

2024-04-01 to 2025-03-31

LEGACY VISITING NURSE ASSOCIATION, founded in 1983, is a mid-sized nonprofit in the Health Care sector that reported $10.7M in total revenue in fiscal year 2024.

Mission

Legacy Visiting Nurse Association provides palliative care to terminally ill patients and supportive services to patients, their families, and significant others, through an outpatient hospice program.

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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 $121,909

Program Service Revenue $10,626,325

Investment Income $0

Other Revenue $0

TOTAL REVENUE $10,748,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,265,648

Fundraising Expenses $0

Program Expenses $9,397,744

Other Expenses $3,375,694

TOTAL EXPENSES $11,641,342

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,748,234	$10,836,558	0.0%
Expenses	$11,641,342	$11,254,372	+0.0%
Net Income	$-893,108	$-417,814	+1.1%

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

$6,645,300

Total Directors

$8,476,105

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRYN CORREIA	President & CEO	0.00	Officer Director	$0	$79,606	$2,784,747
GEORGE J BROWN MD	President & CEO	0.00	Officer Director	$0	$3,556	$1,654,718
ANITA N IYENGER	SR VP	0.00		$0	$120,472	$1,289,555
JONATHAN E AVERY	SR VP	0.00		$0	$128,988	$1,279,428
MELINDA J MULLER MD	SR VP	0.00		$0	$96,202	$1,004,135
NATHALIE G JOHNSON MD	BOARD DIRECTOR	3.00	Director	$0	$35,423	$935,176
JOHN J KENAGY	SR VP	0.00		$0	$92,243	$887,764
CRAIG R ARMSTRONG	Secretary	3.00	Officer Director	$0	$51,743	$867,956
ANNA LOOMIS	CFO & TREASURER	0.00	Officer Director	$0	$28,749	$811,405
LISA J GOREN	SR VP	0.00		$0	$91,904	$757,451
KECIA M KELLY DNP	SR VP	0.00		$0	$77,037	$735,418
KEVIN D O'BOYLE	HOSPITAL PRESIDENT	0.00		$0	$67,535	$720,683
MAUREEN A BRADLEY	SR VP	0.00		$0	$75,167	$692,718
JOE FRANKHOUSE MD	BOARD DIRECTOR	3.00	Director	$0	$77,614	$686,049
BRONWYN J HOUSTON	FORMER INTERIM PRESIDENT	0.00		$0	$105,902	$677,735
SONJA O STEVES	FORMER SR. VP	0.00		$0	$47,505	$614,791
KERRIN E GILLESPIE	CFO	0.00	Officer Director	$0	$0	$486,474
SETH R PODOLSKY MD	FORMER SR VP	0.00		$0	$6,445	$347,995
BRYCE R HELGERSON	FORMER SR. VP	0.00		$0	$0	$336,721
RUTH E MEDAK	MEDICAL DIRECTOR	40.00		$298,386	$34,380	$332,766
TRENT S GREEN	FORMER SR. VP	0.00		$0	$3,679	$318,409
MARK BOLLMAN	PHYSICIAN	40.00		$277,976	$21,643	$299,619
MEGAN L BLOCK	MANAGER	40.00		$201,385	$18,640	$220,025
CHLOE SHANLEY	PHYSICIAN	40.00		$165,257	$45,215	$210,472
NOAH RIBNER RN	RN	40.00		$174,408	$15,711	$190,119
LESLIE ROOT MD	BOARD DIRECTOR	3.00	Director	$0	$1	$52,080
NANCY HORTON	BOARD DIRECTOR	3.00	Director	$0	$0	$25,000
NANCY R LOCKE	BOARD DIRECTOR	3.00	Director	$0	$0	$25,000
JONATHAN G HILL	FORMER DIRECTOR	0.00		$0	$11,190	$23,828
CHARLES WILHOITE	Chairman	4.00	Officer Director	$0	$0	$22,500
DAVID RAMUS	VICE CHAIR	4.00	Officer Director	$0	$0	$17,500
SAMIR DESAI MD	BOARD DIRECTOR	3.00	Director	$0	$0	$15,000
JERRY D PETTY	BOARD DIRECTOR	3.00	Director	$0	$0	$15,000
PATRICK REITEN	BOARD DIRECTOR	3.00	Director	$0	$0	$15,000
GAYLE GOSCHIE	BOARD DIRECTOR	3.00	Director	$0	$0	$12,500
LYNN T GUST	BOARD DIRECTOR	3.00	Director	$0	$0	$12,500
NASREEN ILIAS-KHAN MD	BOARD DIRECTOR	3.00	Director	$0	$0	$7,500
JACK A FRIEDMAN	BOARD DIRECTOR	3.00	Director	$0	$0	$7,500
LISA WYNN FREEDMAN	BOARD DIRECTOR	3.00	Director	$0	$0	$7,500
JEFFREY BARBER	BOARD DIRECTOR	3.00	Director	$0	$0	$7,500
EDGAR NAVAS	BOARD DIRECTOR	3.00	Director	$0	$0	$7,500
BISHOP DIANA AKIYAMA	BOARD DIRECTOR	3.00	Director	$0	$0	$0
BISHOP LAURIE LARSON CAESAR	BOARD DIRECTOR	3.00	Director	$0	$0	$0

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	$10,748,234	$11,641,342	$7,215,153	$-893,108
2024	$10,836,558	$11,254,372	$8,184,777	$-417,814
2023	$11,020,647	$10,784,996	$8,682,034	$235,651
2022	$10,266,388	$10,615,466	$8,747,577	$-349,078
2021	$14,903,321	$13,162,696	$9,107,398	$1,740,625
2020	$15,427,299	$15,945,701	$6,996,581	$-518,402
2019	$16,643,921	$17,098,209	$7,694,902	$-454,288
2018	$19,186,874	$18,093,276	$8,328,329	$1,093,598

LEGACY VISITING NURSE ASSOCIATION