2024-03-12T12:02:49-04:00 2023-06-30 863820053 RAMOS & FLOYD CPAS PLLC 4215 OLD ROAD 37 LAKELAND FL 33813 990 2022-07-01 592625297 VOLUNTEERS IN SERVICE TO THE ELDERLY INC VOLU 8632840828 1232 E MAGNOLIA STREET LAKELAND FL 338012126 STEVE BISSONNETTE PRESIDENT 8632840828 2024-01-09 true STEVE BISSONNETTE XXX-XX-XXXX true TRISHA M FLOYD CPA P01712849 8637017885 2024-03-05 2022 2023-04-26 12:10:37Z STEVE BISSONNETTE 1232 E MAGNOLIA STREET LAKELAND FL 33801 2817772 false X WWW.VISTE.ORG X 1983 FL TO PROVIDE SERVICES TO THE ELDERLY POPULATION. 30 30 33 1200 0 2195824 2712386 0 61108 74401 -71972 -98863 2184960 2687924 588304 357149 0 745229 764372 0 122936 314975 716017 1648508 1837538 536452 850386 3149518 4036809 129404 54551 3020114 3982258 VISTE'S MISSION IS TO ENABLE ELDERLY PERSONS TO CONTINUE LIVING SAFELY AND INDEPENDENTLY IN THEIR OWN HOME. false false 1519914 357149 VISTE PROVIDED PROGRAM SERVICES TO 4,332 FRAIL AND ELDERLY CLIENTS IN 20222023. AS OF JUNE 30, 2023, 90% OF SURVIVING HIGHRISK CLIENTS CONTINUED TO LIVE IN THEIR OWN HOMES; 68% OF ALL CLIENTS SERVED DURING THAT TIME WERE FEMALE; 60% WERE AGE 80 OR OLDER; 62% LIVED ALONE; 33% WERE MINORITIES; 54% SUBSISTED ON FIXED HOUSEHOLD INCOMES OF 15,000 OR LESS. VISTE PROVIDED TRANSPORTATION ASSISTANCE TO CLIENTS; THESE TRIPS WERE PRIMARILY FOR MEDICAL PURPOSES. VISTE DELIVERED FRESH HOT MEALS TO ELDERLY CLIENTS AND PROVIDED MONTHLY GROCERY SUPPLEMENTS. VISTE ASSISTED CLIENTS WITH PERSONAL CARE SERVICES INCLUDING HOUSEKEEPING, BATHING, 24HOUR EMERGENCY MONITORING AND CAREGIVER RESPITE. FINALLY, VISTE ASSISTED CLIENTS WITH EMERGENCY NEEDS SUCH AS ACCESS RAMPS OR 1/2 HEIGHT STEPS. 1519914 true true false false false false false false false true true true false false false true true false false false false false false false true false false false true false false false false false false false false false true false false false false false false false false true 3 0 33 true false false false false false false false false X 30 30 false false false false false false false true true false false true true true true true true true true false FL X STEVE BISSONNETTE 8632840828 1232 E MAGNOLIA STREET LAKELAND FL 33801 STEVE BISSONNETTE PRESIDENT 40.00 X 77750 0 3863 BRUCE ABELS DIRECTOR 5.00 X 0 0 0 KEVIN ALBAUM DIRECTOR 5.00 X 0 0 0 CHRIS ASBILL DIRECTOR 5.00 X 0 0 0 DON BOSKO DIRECTOR 5.00 X 0 0 0 COLLEEN BURTON DIRECTOR 5.00 X 0 0 0 TONY CAMARILLO DIRECTOR 5.00 X 0 0 0 RACHEL CASHDOLLAR DIRECTOR 5.00 X 0 0 0 DREW CLEGHORN DIRECTOR 5.00 X 0 0 0 ANGEL DAVIS DIRECTOR 5.00 X 0 0 0 GRETA DUPUY DIRECTOR 5.00 X 0 0 0 DARLENE EANETT DIRECTOR 5.00 X 0 0 0 PATRICK FAGAN DIRECTOR 5.00 X 0 0 0 LU FITZWATER DIRECTOR 5.00 X 0 0 0 TROY GARCIA BOARD CHAIRM 5.00 X X 0 0 0 MIKE GARDYASZ TREASURER 5.00 X X 0 0 0 BOBBIE BOATWRIGHT HARRIS DIRECTOR 5.00 X 0 0 0 VERONICA READ JACKSON DIRECTOR 5.00 X 0 0 0 ROBERT LEE DIRECTOR 5.00 X 0 0 0 STEVE MADDEN DIRECTOR 5.00 X 0 0 0 BOB MAX DIRECTOR 5.00 X 0 0 0 PAULA MIMS DIRECTOR 5.00 X 0 0 0 GERALD HUBBELL OD DIRECTOR 5.00 X 0 0 0 SUSIE PENN DIRECTOR 5.00 X 0 0 0 ROBERT PERICHT DIRECTOR 5.00 X 0 0 0 BRUCE PHILLIPS DIRECTOR 5.00 X 0 0 0 ROBERT SAMPSON DIRECTOR 5.00 X 0 0 0 ROGER SNYDER DIRECTOR 5.00 X 0 0 0 ANNIE SULLIVAN DIRECTOR 5.00 X 0 0 0 KAREN VOLKMANN DIRECTOR 5.00 X 0 0 0 JULIE WATKINS DIRECTOR 5.00 X 0 0 0 NATALIE WILSON DIRECTOR 5.00 X 0 0 0 77750 3863 false false false 127592 375960 329092 1879742 469414 2712386 53615 53615 20786 20786 20786 20786 27661 375960 129848 -102187 OTHER REVENUE 624100 3324 3324 3324 2687924 20786 56939 357149 357149 81613 62842 6529 12242 588178 452897 47054 88227 39527 23494 9237 6796 55054 33583 12112 9359 15528 15528 54266 54266 49809 21235 23593 4981 49754 44779 4975 36959 26980 9240 739 3241 1296 1621 324 50156 37617 12539 23360 17520 5840 OTHER IN-KIND 402348 402136 156 56 EQUIPMENT RENTAL/MAINT 15457 11593 3864 TELEPHONE 13022 10418 2604 MISCELLANEOUS 2117 847 1058 212 1837538 1519914 194688 122936 335676 294577 12500 100000 41061 3708 4808 1837602 854884 876503 982718 1822105 2503129 99026 110516 3149518 4036809 129404 54551 129404 54551 X 2806116 3072530 213998 909728 3020114 3982258 3149518 4036809 X 850386 111758 X false true X true false X 1394853 1745937 2079921 2195824 2712386 10128921 1394853 1745937 2079921 2195824 2712386 10128921 10128921 19350 12527 17788 30530 53615 133810 86446 80160 47461 35002 30985 280054 10542785 60267 0.96070 0.95000 X PART II, LINE 10 280,054 SUPPLEMENTAL INFORMATION SPECIAL EVENTS 2017 AMOUNT: 71,212. 2018 AMOUNT: 79,571. 2019 AMOUNT: 79,638. 2020 AMOUNT: 43,214. 2021 AMOUNT: 32,606 2022 AMOUNT: 27,661. MISCELLANEOUS INCOME 2017 AMOUNT: 859. 2018 AMOUNT: 6,875. 2019 AMOUNT: 522. 2020 AMOUNT: 4,247. 2021 AMOUNT: 2,396. 2022 AMOUNT: 3,324. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 160398 585905 51034 797337 171282 -11430 160398 1.00000 true false 503222 503222 851333 456510 394823 483047 398374 84673 982718 INVESTMENTS HELD AT GIVEWELL 2503129 C 2503129 X 2791353 111758 7200 -15529 103429 2687924 2687924 1829209 7200 -15529 -8329 1837538 1837538 SCHEDULE D, PAGE 2, PART V, LINE 4 THE VISTE ENDOWMENT FUND WAS ESTABLISHED IN 2022 THROUGH A CONTRACTUAL AGREEMENT BETWEEN VISTE AND GIVEWELL COMMUNITY FOUNDATION, INC. ("GIVEWELL"). THE PURPOSE OF THE DONOR ADVISED ENDOWMENT IS TO PROVIDE FOR A SOURCE OF FUTURE CASH FLOWS TO SUPPORT VISTE'S PROGRAM SERVICES. THE ENDOWMENT IS FUNDED EXCLUSIVELY BY RESTRICTED CONTRIBUTIONS FROM DONORS, THE FUNDS ARE MANAGED BY GIVEWELL UNDER ITS INVESTMENT POLICIES. THE PRINCIPAL OF THE FUND IS TEMPORARILY RESTRICTED, AND IT IS THE INTENT OF VISTE AND GIVEWELL THAT ONLY THE INCOME OR A PORTION THEREOF WILL BE DISTRIBUTED TO VISTE EACH YEAR IN ACCORDANCE WITH A SPENDING POLICY AS ESTABLISHED AND MAINTAINED BY GIVEWELL. THE INITIAL FUNDING OF THE ENDOWMENT CAN BE DISTRIBUTED TO VISTE IF CERTAIN CRITERIA IS MET IN ACCORDANCE WITH THE AGREEMENT. SCHEDULE D, PAGE 3, PART X VISTE IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN VISTE'S FINANCIAL STATEMENTS. VISTE HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). THE MOST SIGNIFICANT TAX POSITIONS OF VISTE ARE ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT. IT HAS BEEN DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. VISTE'S FORMS 990 FOR 2020 THROUGH 2022 ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AS OF JUNE 30, 2023. SCHEDULE D, PAGE 4, PART XI, LINE 2D INVESTMENT EXPENSE -15,529 SCHEDULE D, PAGE 4, PART XII, LINE 2D INVESTMENT EXPENSE -15,529 VISTEBALL 322897 300768 22129 26940 1777 5330 24385 VISTEOPEN 80724 75192 5532 32926 2171 6515 29804 403621 375960 27661 59866 3948 11845 54189 129848 -102187 true NUTRITIONAL ASSISTANCE 1100 214857 FMV SEE OTHER INFO. PERSONAL ASSISTANCE 130 55277 FMV SEE OTHER INFO. SPECIAL ASSISTANCE 24 18352 FMV SEE OTHER INFO. TRANSPORTATION ASSISTANCE 485 52927 IRS RATES SEE OTHER INFO. OTHER HOLIDAY SPECIAL ACT 2000 15736 FMV SEE OTHER INFO. SCHEDULE I, PAGE 1, PART I, LINE 2 VISTE USES AN AUTOMATED CLIENT MANAGEMENT SYSTEM (CMS) AND AN AUTOMATED ACCOUNTING SYSTEM TO MONITOR THE DELIVERY OF SERVICE TO CLIENTS. FIRST, CLIENTS MUST BE APPROVED PRIOR TO ENROLLMENT IN VARIOUS PROGRAM SERVICES IN THE CMS. APPROVALIS CONTINGENT UPON THE CLIENT'S NEED AND MEANS. THESE PROGRAM SERVICES HAVE CLEARLY DEFINED PARAMETERS INCLUDING START AND END DATES, WHETHER THE SERVICE IS ON SPECIFIC DAYS OR ANY DAY OF THE WEEK, UNITS OF MEASUREMENT, AND ASSIGNED WORKERS. THE ACTUAL DELIVERY OF SERVICES IS THEN RECORDED IN THE CMS FOR EACH CLIENT DATE OF SERVICE, SPECIFIC PROGRAM SERVICE, WORKER, AND NUMBER OF UNITS DELIVERED (IF APPLICABLE). VOLUNTEERS DELIVERING SERVICES ALSO PROVIDE A FEEDBACK MECHANISM, OFFERING INFORMATION ON THE STATUS OF CLIENTS AND THEIR CHANGING NEEDS. ADDITIONALLY, VISTE USES THIRD PARTY VENDORS TO PROVIDE SELECT SERVICES TO CLIENTS. VENDOR INVOICES FOR SUCH SERVICES TO CLIENTS ARE REQUIRED TO IDENTIFY THE CLIENT SERVED, DATE(S) OF SERVICE AND UNITS OF SERVICE. THIS INFORMATION IS RECORDED IN THE ACCOUNTING SYSTEM WHEN PAYMENT IS MADE TO VENDORS. THIS PROVIDES A CROSS-REFERENCE FOR CLIENT SERVICES. FINALLY, VISTE MAINTAINS CONTINUOUS FEEDBACK TOOLS FOR CLIENTS. THESE HAVE THE OPPORTUNITY TO VERIFY RECEIPT OF SERVICE, TO ADDRESS THE ADEQUACY OF SERVICES PROVIDED AND TO REQUEST ADDITIONAL SERVICES IF NECESSARY. VISTE STAFF AVERAGE OVER 100 DIRECT CLIENT CONTACTS DAILY. SCHEDULE I, PAGE 4, PART IV 1. NUTRITIONAL ASSISTANCE: VISTE PROVIDED NUTRITION ASSISTANCE THROUGH ITS HOT MEAL SERVICE. APPROXIMATELY 1100 HOUSEHOLDS PARTICIPATED IN THE MONTHLY COMMODITIES SERVICE. ROUGHTLY 46% CAME TO VISTE TO PICK UP THEIR GROCERIES SUPPLEMENTS AND THE REMAINING 54% - UNABLE TO PICK UP DUE TO PHYSICAL LIMITATIONS - HAD THEIR SUPPLEMENTS DELIVERED BY VOLUNTEERS. APPROXIMATELY 635 EDLERLY VISTE CLIENTS PARTICIPATED IN THE HOT MEALS SERVICE. VOLUNTEERS DELIVERED FRESHLY PREPARED MEALS EACH TUESDAY AND THURSDAY. PARTICIPANTS IN THE HOT MEALS SERVICE ARE VISTE CLIENTS WHO CAN NO LONGER COOK SAFELY FOR THEMSELVES AND LACK THE MEANS TO ACQUIRE MEALS ELSEWHERE. 2. PERSONAL ASSISTANCE: VISTE PROVIDED DIRECT PERSONAL SERVICES TO 130 OF ITS MOST FRAIL AND VULNERABLE CLIENTS. VISTE PROVIDED 24/7 LIFELINE MONITORING TO AT-RISK CLIENTS. LIGHT HOUSEKEEPING ASSISTANCE WAS PROVIDED TO CLIENTS. BRIEF RESPITE WAS PROVIDED TO CLIENTS WHO ARE 24/7 CAREGIVERS TO A LOVED ONE. CLIENTS WERE PROVIDED WITH BATHING ASSISTANCE. APPROX. 800 CLIENTS RECEIVED PERSONAL CARE BOXES SUPPLIED WITH ITEMS SUCH AS FIRST AID CREAM, BAND AIDS, SKIN LOTION, SHAMPOO AND CONDITIONER, RUBBING ALCOHOL,HYDROGEN PEROXIDE, COTTON BALLS AND SWABS, AND TISSUE. 3. SPECIAL ASSISTANCE: VISTE GAVE SPECIAL AND EMERGENCY ASSISTANCE TO 24 CLIENTS DURING THE PERIOD JULY 1, 2022 THRU JUNE 30, 2023. VISTE VOLUNTEERS BUILT WHEELCHAIRRAMPS FOR CLIENTS TO ENHANCE CLIENT MOBILITY IN AND OUT OF THEIR HOMES AND MADE OTHER MINOR HOME REPAIRS (E.G.,WINDOW, HVAC AND PLUMBING). 4. TRANSPORTATION ASSISTANCE: VISTE TRANSPORTED 485 CLIENTS TO VARIOUS DESTINATIONS. APPROX. 14,106 ONE WAY TRIPS WERE DOCUMENTED. APPROX. 80% WERE FOR MEDICAL APPOINTMENTS. THE REMAINING TRIPS INVOLVE GROCERY SHOPPING AND BANKING. DRIVERS USED PERSONAL CARS AND WERE PAID MINIMUM WAGE PLUS A MILEAGE REIMBURSEMENT STIPEND PER THE APPLICABLE IRS ALLOWED RATES. 5. OTHER HOLIDAY & SPECIAL ACTIVITIES: VISTE PROVIDED 2000 THANKSGIVING MEALS. X 272 305679 EST FAIR MARKET VALUE X VISTEBALL 120 64257 EST FAIR MARKET VALUE X PERSONAL CARE 272 9070 EST FAIR MARKET VALUE X OTHER 272 90408 EST FAIR MARKET VALUE false true false SCHEDULE M, PAGE 2, PART II THE ORGANIZATION IS REPORTING THE NUMBER OF DAYS ITEMS WERE RECEIVED FOR PERSONAL CARE, FOOD, EQUIPMENT AND OTHER. THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED FOR VISTEBALL. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE REVIEWED AND DISCUSSED THE FORM 990 AT A COMMITTEE MEETING. A DRAFT COPY OF THE FORM WAS THEN CIRCULATED TO ALL THE MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT. AT THE NEXT BOARD MEETING, THE BOARD APPROVED THE FORM AND AUTHORIZED THE PRESIDENT TO SIGN THE FORM AND HAVE IT FILED WITH THE INTERNAL REVENUE SERVICE AND STATE OF FLORIDA. FORM 990, PAGE 6, PART VI, LINE 12C ALL INTERESTED PERSONS MUST DISCLOSE ANY FINANCIAL INTERESTS THAT MAY GIVE RISE TO A POSSIBLE CONFLICT OF INTEREST. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS AND FOLLOW THE STATED PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST. IF THE GOVERNING BOARD OR COMMITTEE DETERMINES A MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PAGE 6, PART VI, LINE 15A VISTE CONDUCTS PERIODIC REVIEWS TO DETERMINE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. OUTSIDE ADVISORS MAY BE USED DURING THESE PERIODIC REVIEWS. FORM 990, PAGE 6, PART VI, LINE 15B THE COMPENSATION PROCESS IS CONSISTENT WTIH THAT OF THE TOP OFFICIAL COMPENSATION PROCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO POTENTIAL DONORS UPON REQUEST. FORM 990, PART XI, LINE 9 INVESTMENT EXPENSE -15,529 INVESTMENT EXPENSE 15,529