2025-10-30T11:44:17+00:00 2024-12-31 440160260 Forvis Mazars LLP 910 E St Louis 200 PO Box 1190 Springfield MO 658062523 990 2024-01-01 431336600 VISITING NURSE ASSOCIATION FOUNDATION VISI 8165311200 1300 EAST 104TH STREET 300 KANSAS CITY MO 64131 BEVERLY HELLWIG CFO 8165311200 2025-10-30 true Kayla Bell P01682975 4178658701 2025-10-30 2024 2025-03-06 01:10:19Z SHAWN SULLIVAN 1300 EAST 104TH STREET 300 KANSAS CITY MO 64131 243167 false X HTTP://WWW.VNAKC.ORG/ X 1984 MO VNA FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF OR TO PROMOTE HOME HEALTH AND THE VNA. 7 5 0 11 0 416471 188032 0 184700 55135 -11113 0 590058 243167 0 0 0 0 0 34237 422 34237 422 555821 242745 2711839 995995 0 0 2711839 995995 THE VNA FOUNDATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO PROMOTE HOME HEALTH AND HOSPICE OPERATIONS OF THE VISITING NURSE ASSOCIATION. SEE SCHEDULE O FOR MORE INFORMATION. false false THE VISITING NURSE ASSOCIATION FOUNDATION HANDLES DONATIONS AND INVESTMENT ACTIVITIES TO BENEFIT THE VNA CORPORATION, D/B/A VISITING NURSE ASSOCIATION HOME HEALTH, VISITING NURSE SERVICES, AND RELATED ACTIVITIES. THE FOUNDATION SHALL ALSO SOLICIT, REVIEW, AND FUND, AS APPROPRIATE, PROPOSALS FOR NEW SERVICES, PROGRAMS AND CAPITAL OUTLAYS. ADDITIONALLY, EXCESS FUNDS HELD BY THE FOUNDATION SHALL BE USED FOR THE PURPOSE OF FUNDING REVENUE SHORTFALLS OF THE OPERATING ORGANIZATION TO ENABLE THEM TO CONTINUE THEIR MISSION OF PROVIDING HEALTH CARE SERVICES REGARDLESS OF ABILITY TO PAY. THE VNA FOUNDATION WILL APPROVE INTERCOMPANY TRANSFER OF ASSETS TO ENABLE THE CHARITABLE MISSION OF RELATED ORGANIZATIONS. 0 true true false false false false false false false false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false true X 0 0 0 false false false false false false false false false false false false X 7 5 true false false false true true true true true false false false true true true true true true false false false false X DANIEL LEHMAN 8165311200 1300 E 104TH ST SUITE 300 KANSAS CITY MO 64131 BEVERLY HELLWIG CFO END 06/24 5.0 35.0 X X 0 185879 7018 BRADFORD EVANS PRESIDENT/CEO END 06/24 5.0 35.0 X X 0 435058 30833 JEREMY WILTZ SECRETARY BEG 07/24 1.0 39.0 X X 0 171911 34284 KEVIN ROBERTS PRESIDENT BEG 07/24 1.0 39.0 X X 0 123644 8387 NANCY DEBASIO CHAIR END 06/24; BOARD MEMBER BEG 07/24 1.0 1.0 X X 0 0 0 BARBARA MACARTHUR BOARD MEMBER 1.0 1.0 X 0 0 0 CHRIS HARRIS BOARD MEMBER END 06/24 1.0 0.0 X 0 0 0 CINDY JOHNSON BOARD MEMBER 1.0 0.0 X 0 0 0 LINDA CLARKSON BOARD MEMBER BEG 07/24 1.0 1.0 X 0 0 0 SHERYL FEUTZ-HARTER BOARD MEMBER BEG 07/24 1.0 1.0 X 0 0 0 TERRY WEATHERS BOARD MEMBER END 06/24 1.0 0.0 X 0 0 0 DANIEL LEHMAN CFO BEG 07/24 1.0 39.0 X 0 164277 33605 SHAWN SULLIVAN CEO BEG 07/24 1.0 39.0 X 0 238401 51536 0 1319170 165663 0 false true false 0 6700 181332 188032 0 0 0 0 0 55135 55135 0 0 0 0 0 0 0 0 0 0 243167 0 0 55135 0 0 0 0 422 422 0 0 0 0 422 0 422 0 0 431622 62602 0 40000 0 0 0 0 0 0 0 0 0 2609237 564373 0 0 0 0 2711839 995995 0 0 0 0 0 0 X 2671839 995995 40000 0 2711839 995995 2711839 995995 X 242745 -1958589 X false true true false X X X 1 VNA CORPORATION 431337104 9 true 1958589 0 1 1958589 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false false false false false false false JEREMY WILTZ SECRETARY BEG 07/24 0 171791 0 120 0 0 0 14612 0 19672 0 206195 0 0 BRADFORD EVANS PRESIDENT/CEO END 06/24 0 174775 0 99433 0 160850 0 8381 0 22452 0 465891 0 0 BEVERLY HELLWIG CFO END 06/24 0 113361 0 72518 0 0 0 5618 0 1400 0 192897 0 0 DANIEL LEHMAN CFO BEG 07/24 0 164177 0 100 0 0 0 30405 0 3200 0 197882 0 0 SHAWN SULLIVAN CEO BEG 07/24 0 238301 0 100 0 0 0 23000 0 28536 0 289937 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation COMPENSATION FOR BRADFORD EVANS, PRESIDENT/CEO, AND BEVERLY HELLWIG, CFO, IS PROVIDED BY V.N.A. CORPORATION, A RELATED ENTITY. V.N.A. CORPORATION USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, A COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH MR. EVANS' COMPENSATION. FOLLOWING THE ACQUISITION, THE NEW CEO & CFO ARE NOW COMPENSATED BY THE RELATED ORGANIZATION, MIDLAND CARE CONNECTION INC (MCC). MCC USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO: - COMPENSATION SERVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE Schedule J, Part I, Line 4a Severance or change-of-control payment BRADFORD EVANS RECEIVED A SEVERANCE PAYMENT FROM THE RELATED ORGANIZATION WHEN THERE WAS A CHANGE IN CONTROL. THE AMOUNT OF THE SEVERANCE WAS $160,850 PAID OVER 5 INSTALLMENTS IN 2024. Form 990, Part III, Line 1 ORGANIZATION'S MISSION THE FOUNDATION SHALL CONTINUE TO SEEK CONTRIBUTIONS AND BEQUESTS FOR SUCH PURPOSES. ALL FUNDS RECEIVED BY THE FOUNDATION SHALL BE DEDICATED TO HOME HEALTH AND RELATED SERVICES FOR THE COMMUNITY AND INVESTED UNDER GUIDELINES ESTABLISHED BY THE FOUNDATION FOR SUCH PURPOSES. Form 990, Part V, Line 1a FILING OF 1099's VNA CORPORATION FILES A 1099 ON BEHALF OF THE FOUNDATION. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT VNA CORPORATION CONDUCTED COMPENSATION REVIEWS IN 2023 USING INFORMATION FROM TOTAL COMPENSATION SOLUTIONS. THE FIRM'S LEGAL COUNSEL, WITH THE DIRECTION OF THE HUMAN RESOURCES COMMITTEE AND THE EXECUTIVE COMMITTEE, PERFORMED THE REVIEW OF THE ORGANIZATION'S PRESIDENT, THE CFO, AND CNO (CLINICAL DIRECTOR). ANNUAL COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE AND LEGAL COUNSEL, WITH INPUT BY THE BOARD'S HUMAN RESOURCES COMMITTEE, IN THE OFF YEARS. OTHER KEY EMPLOYEES' COMPENSATION IS REVIEWED BY THE HUMAN RESOURCES COMMITTEE AND VNA'S HUMAN RESOURCE DIRECTOR ON AN ANNUAL BASIS. FOLLOWING THE ACQUISITION, MIDLAND CARE CONNECTION INC (MCC), A RELATED ORGANIZATION, USES COMPENSATION RESOURCES, SUCH AS THE HOME CARE AND HOSPICE SALARY AND BENEFITS REPORT AND REGIONAL WAGE INDEXES TO DETERMINE THE EXECUTIVE COMPENSATION. CEO COMPENSATION AND SALARY INCREASES ARE DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WITHIN THE CONFINES OF THE APPROVED BUDGET. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Shawn Sullivan, Jeremy Wiltz, and Kevin Roberts - Business relationship Form 990, Part VI, Line 6 Classes of members or stockholders VNA CORPORATION, A MISSOURI PUBLIC BENEFIT CORPORATION, IS THE SOLE MEMBER OF THE FOUNDATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body VNA CORPORATION, AS SOLE MEMBER, HAS THE POWER TO CHANGE THE NUMBER OF DIRECTORS, AS PROVIDED IN ARTICLE IV, SECTION 2; TO APPOINT AND ELECT THE BOARD OF DIRECTORS, AS PROVIDED IN ARTICLE IV, SECTION 4; AND TO REMOVE DIRECTORS, AS PROVIDED IN ARTICLE IV, SECTION 8. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders VNA CORPORATION, AS SOLE MEMBER, HAS THE POWER TO AMEND THE ARTICLES OF INCORPORATION; TO APPROVE OR DISAPPROVE ANNUAL BUDGETS ADOPTED BY THE BOARD; TO ESTABLISH FROM TIME TO TIME LEVELS OF APPROVAL AUTHORITY FOR THE CORPORATION; TO ELECT OR REMOVE THE BOARD OF DIRECTORS; TO APPROVE IN ADVANCE ANY PROPOSED DISSOLUTION AND/OR LIQUIDATION OF THE CORPORATION; AND SHALL FURTHER HAVE ALL SUCH OTHER RIGHTS AND PRIVILEGES OF MEMBERS OF A PUBLIC BENEFIT CORPORATION ORGANIZED UNDER R.S. MO. CHAPTER 355. Form 990, Part VI, Line 11b Review of form 990 by governing body THE BOARD OF DIRECTORS OF THE CORPORATION RETAINS ULTIMATE RESPONSIBILITY FOR THE PREPARATION AND FILING OF THE CORPORATIONS' ANNUAL INFORMATIONAL RETURN ON IRS FORM 990. THE BOARD WILL DELEGATE THE RESPONSIBILITY FOR PREPARATION OF THE FORM TO ITS ACCOUNTING FIRM, BUT THE BOARD SHALL REVIEW THE ANNUAL FORM 990 PRIOR TO FILING. THE CFO, UNDER THE DIRECTION OF THE COMPLIANCE OFFICER, WILL PROVIDE EACH MEMBER OF THE BOARD WITH A COPY OF THE ANNUAL FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy ALL STAFF AND BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT. IN THE EVENT OF A CONFLICT TO OCCUR, THE CONFLICT WOULD BE REVIEWED BY THE RISK MANAGEMENT COMMITTEE (COMPRISED OF THE EXECUTIVE COMMITTEE, CEO AND SENIOR MANAGEMENT TEAM) AND A DETERMINATION OF ACTION WOULD BE MADE. A BOARD MEMBER THAT HAS A BUSINESS RELATIONSHIP THAT CREATES A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE FINAL DISCUSSIONS AND DECISIONS IN THE TRANSACTION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VII, Section A BOARD MEMBER COMPENSATION NO BOARD MEMBERS RECEIVED COMPENSATION FOR THEIR DUTIES AS DIRECTORS. BOARD OF DIRECTORS WITH COMPENSATION LISTED ON PART VII ARE EMPLOYEES OF THE FILING ORGANIZATION OR A RELATED ORGANIZATION AND THEIR COMPENSATION REFLECTS THEIR DUTIES IN THAT CAPACITY. Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFER TO AFFILIATE - -1958589; Total - -1958589; VNA CORPORATION 1300 EAST 104TH STREET KANSAS CITY MO 64131 431337104 HEALTHCARE MO 501(c)(3) 10 NA false MIDLAND CARE CONNECTION INC 200 SW FRAZIER CIRCLE TOPEKA KS 66606 480883888 PACE PROVIDER, HOSPICE AND HOME HEALTH KS 501(c)(3) 7 NA false false false false false false false false false false false false false false true true false false true false