2025-06-05T11:04:53-04:00 2024-06-30 863820053 RAMOS & FLOYD CPAS PLLC 4215 OLD ROAD 37 LAKELAND FL 33813 990 2023-07-01 592625297 VOLUNTEERS IN SERVICE TO THE ELDERLY INC VOLU 8632840828 1232 E MAGNOLIA STREET LAKELAND FL 338012126 STEVE BISSONNETTE PRESIDENT 8632840828 2025-01-15 true true TRISHA M FLOYD CPA P01712849 8637017885 2025-06-02 2023 2025-03-06 01:10:19Z X STEVE BISSONNETTE 1232 E MAGNOLIA STREET LAKELAND FL 33801 3116202 false X WWW.VISTE.ORG X 1983 FL TO PROVIDE SERVICES TO THE ELDERLY POPULATION. 31 31 31 1200 0 2712386 2915893 0 74401 199264 -98863 -69017 2687924 3046140 357149 506022 0 764372 792752 0 100078 716017 728483 1837538 2027257 850386 1018883 4036809 5198003 54551 44676 3982258 5153327 VISTE'S MISSION IS TO ENABLE ELDERLY PERSONS TO CONTINUE LIVING SAFELY AND INDEPENDENTLY IN THEIR OWN HOME. false false 1757924 506022 VISTE PROVIDED PROGRAM SERVICES TO 4,504 ELDERLY CLIENTS IN 20232024. AS OF JUNE 30, 2024; 68% OF ALL CLIENTS SERVED DURING THAT TIME WERE FEMALE; 60% WERE AGE 80 OR ABOVE; 33% WERE MINORITIES; AND MORE THAN HALF OF ALL CLIENTS SERVED SUBSISTED ON FIXED HOUSEHOLD INCOMES OF 15,000 OR LESS. VISTE PROVIDED TRANSPORTATION ASSISTANCE TO CLIENTS. THESE TRIPS WERE PRIMARILY FOR MEDICAL PURPOSES. VISTE VOLUNTEERS ALSO DELIVERED FRESH HOT MEALS TO ELDERLY CLIENTS AND PROVIDED MONTHLY SUPPLEMENTAL GROCERIES. VISTE ASSISTED CLIENTS WITH PERSONAL CARE SERVICES INCLUDING HOUSEKEEPING, BATHING, 24HOUR EMERGENCY MONITORING AND RESPITE CARE. FINALLY, VISTE VOLUNTEERS ALSO CONSTRUCTED ACCESS RAMPS OR 1/2 HEIGHT STEPS AS NEEDED. 1757924 true true false false false false false false false true true true false true false false 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 2 0 31 true false false false false false false false false X 31 31 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 80750 0 0 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 COLLEEN BURTON DIRECTOR 5.00 X 0 0 0 DAYNA CASSIDY 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 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 TERRY HAMILTON DIRECTOR 5.00 X 0 0 0 BOBBIE BOATWRIGHT HARRIS DIRECTOR 5.00 X 0 0 0 VERONICA READ JACKSON 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 DAVID ROSS DIRECTOR 5.00 X 0 0 0 ROBERT SAMPSON DIRECTOR 5.00 X 0 0 0 GREG SANOBA DIRECTOR 5.00 X 0 0 0 ROGER SNYDER DIRECTOR 5.00 X 0 0 0 ALAINA SOUTHERN 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 RACHEL CASHDOLLAR BOARD CHAIR 5.00 X 0 0 0 MIKE GARDYASZ TREASURER 5.00 X 0 0 0 80750 false false false 150302 328110 408592 2028889 442400 2915893 100027 100027 99237 99237 99237 99237 328110 70062 -70062 OTHER REVENUE 624100 1045 1045 1045 3046140 99237 101072 506022 506022 80750 66215 5652 8883 625483 512896 43784 68803 29632 18076 6519 5037 56887 34701 12515 9671 21696 21696 36776 36776 64738 37849 20416 6473 45778 41200 4578 40099 29272 10025 802 1476 590 738 148 56348 42261 14087 30143 22607 7536 OTHER IN-KIND 405513 405284 168 61 EQUIPMENT RENTAL/MAINT 13503 10127 3376 TELEPHONE 10406 8325 2081 MISCELLANEOUS 2007 803 1004 200 2027257 1757924 169255 100078 294577 274578 100000 41061 42079 4808 4808 2070887 874852 982718 1196035 2503129 3200681 110516 479822 4036809 5198003 54551 44676 54551 44676 X 3072530 3902622 909728 1250705 3982258 5153327 4036809 5198003 1018883 152186 X false true X true false X 1745937 2079921 2195824 2747247 2915893 11684822 1745937 2079921 2195824 2747247 2915893 11684822 11684822 12527 17788 30530 53249 100027 214121 80160 47461 35002 3324 1045 166992 12065935 32606 0.96840 0.96070 X PART II, LINE 10 165,947 SUPPLEMENTAL INFORMATION SPECIAL EVENTS 2018 AMOUNT: 79,571. 2019 AMOUNT: 79,638. 2020 AMOUNT: 43,214. 2021 AMOUNT: 32,606. 2022 AMOUNT: 27,661. 2023 AMOUNT: 0. MISCELLANEOUS INCOME 2018 AMOUNT: 6,875. 2019 AMOUNT: 522. 2020 AMOUNT: 4,247. 2021 AMOUNT: 2,396. 2022 AMOUNT: 3,324. 2023 AMOUNT: 1,045. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 797337 226050 99164 -37502 1085049 160398 585905 51034 797337 171282 -11430 160398 1.00000 true false 572818 572818 902379 472261 430118 228472 176226 52246 367218 226365 140853 1196035 INVESTMENTS HELD AT GIVEWELL 3200681 F 3200681 CONSTRUCTION IN PROGRESS 479822 479822 3176630 152186 152186 3024444 21696 21696 3046140 2005561 2005561 21696 21696 2027257 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. PART X - FIN 48 FOOTNOTE VISTE IS A NON-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 POSITION 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 SIGNIFICAT 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 TAKING AUTHORITITES. VISTE'S FORM 990 FOR 2021 THROUGH 2023 ARE OPEN TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AS OF JUNE 30,2024. PART XII, LINE 2D - REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER INVESTMENT EXPENSE 21,696 PART XII, LINE 2D - EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER INVESTMENT EXPENSE 21,696 VISTEBALL 328110 328110 49755 10326 707 9274 328110 328110 49755 10326 707 9274 70062 -70062 true NUTRITIONAL ASSISTANCE 1000 293500 FMV SEE OTHER INFO. PERSONAL ASSISTANCE 88 115693 FMV SEE OTHER INFO. SPECIAL ASSISTANCE 35 14912 FMV SEE OTHER INFO. TRANSPORTATION ASSISTANCE 486 68617 IRS RATES SEE OTHER INFO. OTHER HOLIDAY SPECIAL ACT 2000 13300 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 SUPPLEMENTAL GROCEERY AND HOT MEAL PROGRAMS. APPROXIMATELY 1,000 HOUSEHOLDS PARTICIPATED IN OUR MONTHLY GROVERY DISTRIBUTION EFFORTS. ROUGHTLY 45% WERE ABLE TO PICK UP THEIR SUPPLY OF GROCERIES AND OTHER NON-FOOD ITEMS WHILE VOLUNTEERS DELIVERED TO THE REMAINING CLIENTS THAT WERE UNABLE TO PICK UP DUE TO FINANCIAL AND/OR PHYSICAL LIMITATIONS. 685 SENIORS RECEIVED MEALS DELIVERED DIRECTLY TO THEIR HOMES TWICE EACH WEEK THROUGH VISTE'S HOT MEAL PROGRAM. VOLUNTEERS DELIVERED FRESHLY PREPARED MEALS EVERY TUESDAY AND THURSDAY MORNINGS. PARTICIPANTS IN THE HOT MEAL PROGRAM ARE VISTE CLIENTS WHO CAN NO LONGER COOK SAFELY FOR THEMSELVES AND/OR LACK THE MEANS TO ACQUIRE HEALTHY, NUTRITIOUS MEALS ELSEWHERE. 2. PERSONAL ASSISTANCE: VISTE CONTRACTS WITH A THIRD-PARTY VENDOR TO PROVIDE PERSONAL SERVICES TO SOME OF ITS MOST FRAIL AND VULNERABLE CLIENTS. DURING THE PAST YEAR, 938 HOURS OF LIGHT HOUSEKEEPING WAS PROVIDED TO 88 CLIENTS; 648 HOURS OF BATHING SERVICE WAS PROVIDED TO 18 CLIENTS; AND 368 HOURS OF RESPITE CARE WAS RECEIVED BY 4 CLIENTS. ADDITIONALLY, 24/7 EMERGENCY MONITORING SERVICE WAS PROVIDED TO 60 CLIENTS LAST YEAR. ADDITIONALLY, VOLUNTEERS PACKED AND DELIVERED 800 BOXES OF PERSONAL CARE ITEMS TO SOME OF OUR MOST FINANCIALLY VULNERABLE CLIENTS. EACH BOX WAS FILLED WITH BASIC HOUSEHOLD NECESSITIES SUCH AS SHAMPOO AND CONDITIONER, TOOTHBRUSHES AND TOOTHPASTE, CLEANING SUPPLIES, LAUNDRY DETERGENT, FIRST AID SUPPLIES, TOILET PAPER, PAPER TOWELS, AND MORE. 3. SPECIAL ASSISTANCE: VISTE VOLUNTEERS CONSTRUCTED 31 WHEELCHAIR RAMPS AND 8 HALF-HEIGHT STEPS FOR 35 CLIENTS TO ENHANCE CLIENT MOBILITY IN AND OUT OF THEIR HOMES. 4. TRANSPORTATION ASSISTANCE: VISTE TRANSPORTED 486 CLIENTS TO VARIOUS DESTINATIONS, PRIMARILY MEDICAL IN NATURE. A TOTAL OF 13,603 TRIPS WERE PROVIDED AND APPROXIMATELY 80% WERE FOR MEDICAL-RELATED APPOINTMENTS. THE REMAINING TRIPS WERE TO A VARIETY OF LOCATIONS INCLUDING GROCERY STORES, PHARMACIES, BANKS, ETC. DRIVERS USED PERSONAL CARS ARE PAID MINIMUM WAGE PLUS A MILEAGE STIPEND PER APPLICABLE IRS REIMBURSEMENT RATES. 5. OTHER HOLIDAY & SPECIAL ACTIVITIES: VISTE VOLUNTEERS DELIVERED 2,000 THANKSGIVING MEALS AND A TOTAL OF 800 BOXES OF PERSONAL CARE ITEMS. X 251 359463 EST FAIR MARKET VALUE X VISTEBALL 168 36888 EST FAIR MARKET VALUE X PERSONAL CARE 251 16974 EST FAIR MARKET VALUE X OTHER 251 29075 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 1, ITEM B THIS AMENDED FORM 990 IS BEING FILED TO CORRECT AND UPDATE INFORMATION REPORTED IN THE ORIGINALLY FILED RETURN. THE FOLLOWING CHANGES HAVE BEEN MADE: PART VII AND SCHEDULE O THE LIST OF BOARD MEMBERS HAS BEEN CORRECTED TO ACCURATELY REFLECT THOSE WHO SERVED ON THE BOARD DURING THE TAX YEAR. SCHEDULE A, PART II, LINE 15 THIS LINE HAS BEEN UPDATED TO CORRECT PREVIOUSLY REPORTED INFORMATION RELATED TO PUBLIC SUPPORT CALCULATIONS. PART VI, LINE 11A THIS SECTION HAS BEEN UPDATED TO ACCURATELY DESCRIBE THE PROCESS BY WHICH THE FORM 990 WAS REVIEWED BY THE ORGANIZATIONS GOVERNING BODY PRIOR TO FILING.NO OTHER PARTS OF THE RETURN HAVE BEEN MODIFIED. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE REVIEWED AND DISCUSSED THE FORM 990 THAT HAD BEEN FILED JUST PRIOR TO THE EXTENDED DEADLINE. THE REVIEW WAS CONDUCTED AT A COMMITEE MEETING CALLED FOR THAT PURPOSE, AND THE COMMITTEE MEMBERS NOTED CHANGES THAT NEED TO BE MADE VIA AN AMENDED FILING. A DRAFT COPY OF THE AMENDED FILING WAS CIRCULATED TO ALL THE MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT. AT THE NEXT BOARD MEETING, THE BOARD APPROVED THE AMENDED FILING 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.