2025-04-04T14:24:33-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2023-07-01 060646943 STRATFORD VISITING NURSE ASSOCIATION INC STRA 2033755871 88 RYDERS LANE STRATFORD CT 06614 MARY THERIEN PRESIDENT/CEO 2033755871 2025-04-01 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2023 2025-03-06 01:10:19Z MARY THERIEN 88 RYDERS LANE STRATFORD CT 06614 10126678 0 X WWW.STRATFORDVNA.ORG X 1953 CT THE STRATFORD VNA IS COMMITTED TO PROVIDING HIGH QUALITY, COMPREHENSIVE HEALTH SERVICES TO PATIENTS CONFINED TO THEIR HOMES, INCLUDING ALL ASPECTS OF PREVENTIVE AND RESTORATIVE COMMUNITY HEALTH SERVICES. 12 12 117 12 0 0 67349 5725 9179269 9651561 32051 85092 0 5809 9278669 9748187 0 0 0 0 6881861 7362002 0 0 0 2295590 2439586 9177451 9801588 101218 -53401 5500951 5817201 1947887 2343856 3553064 3473345 THE STRATFORD VNA IS COMMITTED TO PROVIDING HIGH QUALITY, COMPREHENSIVE HEALTH SERVICES TO PATIENTS CONFINED TO THEIR HOMES, INCLUDING ALL ASPECTS OF PREVENTIVE AND RESTORATIVE COMMUNITY HEALTH SERVICES. 0 0 8101338 9651561 HOME HEALTH CARE IS A RANGE OF MEDICALLY NECESSARY SERVICES (REGISTERED NURSE, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL WORKER, HOME HEALTH AIDE) PROVIDED IN AN INDIVIDUAL'S HOME AND ADMINISTERED UNDER A PLAN OF CARE TREATMENT AUTHORIZED BY A PHYSICIAN. 8101338 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 32 0 1 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X STRATFORD VISITING NURSE ASSOCIATION 2033755871 88 RYDERS LANE STRATFORD CT 06614 RONALD ING THIRD VICE CHAIR 1.00 X X 0 0 0 RICHARD GRABOWSKI DIRECTOR 1.00 X 0 0 0 DIANA MAGER SECRETARY 1.00 X X 0 0 0 CAREN SILHAVEY SECOND VICE CHAIR 1.00 X X 0 0 0 JOSEPH MATTHEWS PAST CHAIRMAN 1.00 X X 0 0 0 JANCEE MARCONE DIRECTOR 1.00 X 0 0 0 LINDA PODOLAK FIRST VICE CHAIR 1.00 X X 0 0 0 ROB CHASIN CHAIRMAN 1.00 X X 0 0 0 MARY WALSH TREASURER 1.00 X X 0 0 0 MARY TOOHEY REPKO DIRECTOR 1.00 X 0 0 0 DOROTHY CONNOLLY DIRECTOR 1.00 X 0 0 0 FRANCIS CARSON DIRECTOR 1.00 X 0 0 0 MARY THERIEN PRESIDENT/CEO 40.00 X 241073 0 44632 RICH VISCARDI VP FINANCE 40.00 X 148107 0 46316 ANGELA LEONZI VP CLINICAL 40.00 X 143610 0 40456 MATT GINGER SUPERVISOR 40.00 X 111766 0 5400 GULNAR OTCHIYEVA REGISTERED NURSE 40.00 X 122967 0 9183 STEVE REYNOLDS REGISTERED NURSE 40.00 X 143360 0 24653 ELIZABETH TECZA REGISTERED NURSE 40.00 X 208215 0 10459 1119098 0 181099 12 0 1 0 0 5725 5725 MEDICARE/MEDICAID 621610 5071836 5071836 OTHER FEES 621610 4579725 4579725 9651561 20572 20572 443011 378491 64520 64520 64520 INSURANCE PROCEEDS 900099 5809 5809 5809 9748187 9651561 0 90901 651001 651001 5628059 5094758 533301 122507 97629 24878 499993 458404 41589 460442 380032 80410 704 704 40206 40206 2128 1958 170 5898 5898 4029 4029 45228 22209 23019 150100 95942 54158 207450 104703 102747 65550 58995 6555 97121 94634 2487 360 324 36 51672 51672 132929 119636 13293 81174 55458 25716 CONTRACTED SERVICES 1314879 1301562 13317 NURSING SUPPLIES 172027 168863 3164 EMPLOYEE RELATIONS 28666 18422 10244 DUES AND SUBSCRIPTIONS 25370 23437 1933 14095 343 13752 9801588 8101338 1700250 0 693645 604526 1645639 1877991 139901 548379 3477482 1318689 2209511 2158793 812255 627512 5500951 5817201 415118 896290 177900 185808 1354869 1261758 1947887 2343856 X 3553064 3473345 3553064 3473345 5500951 5817201 -53401 -26318 0 X X 0 1 X 1 0 X 47511 1203528 8760 67349 5725 1332873 7056117 8013988 8473922 9179269 9651561 42374857 7103628 9217516 8482682 9246618 9657286 43707730 0 0 0 43707730 17336 13451 18823 21573 20572 91755 17336 13451 18823 21573 20572 91755 5809 5809 7120964 9230967 8501505 9268191 9683667 43805294 0.99780 0.99780 0.00210 0.00220 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2023 AMOUNT: $ 5,809. 0 0 0 0 0 0 0 0 1 2128 2128 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: STRATFORD VNA PAYS MEMBERSHIP DUES TO THE CT ASSOCIATION FOR HEALTHCARE AT HOME AND $2,128 IS ALLOCATED TO LOBBYING EXPENSES. 332500 332500 2048138 421006 1627132 27418 8505 18913 807154 677066 130088 262272 212112 50160 2158793 X 9715971 -26318 -26318 9742289 5898 5898 9748187 9795690 0 9795690 5898 5898 9801588 PART X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. CARE CONNECTION IS TREATED AS A DISREGARDED ENTITY FOR TAX PURPOSES AND IS INCLUDED IN THE ASSOCIATION'S TAX RETURNS. THE ASSOCIATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS IN THE FINANCIAL STATEMENTS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IF THE ASSOCIATION WERE TO INCUR AN INCOME TAX LIABILITY IN THE FUTURE, THE INTEREST ON ANY TAX LIABILITY WOULD BE REPORTED AS INTEREST EXPENSE AND PENALTIES ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INCOME TAXES. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS PENDING OR IN PROGRESS. X X 0 0 0 0 0 0 0 0 0 MARY THERIEN PRESIDENT/CEO 241073 0 0 0 0 0 15367 0 29265 0 285705 0 0 0 ELIZABETH TECZA REGISTERED NURSE 208215 0 0 0 0 0 0 0 10459 0 218674 0 0 0 RICH VISCARDI VP FINANCE 148107 0 0 0 0 0 9752 0 36564 0 194423 0 0 0 ANGELA LEONZI VP CLINICAL 143610 0 0 0 0 0 9428 0 31028 0 184066 0 0 0 STEVE REYNOLDS REGISTERED NURSE 143360 0 0 0 0 0 6493 0 18160 0 168013 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PREPARED BY OUR EXTERNAL ACCOUNTING FIRM AND PRESENTED TO THE CEO AND HER STAFF FOR REVIEW. THE CEO PRESENTED THE FORM TO SENIOR MANAGEMENT FOR REVIEW AND FINALLY TO THE BOARD OF DIRECTORS FOR FINAL REVIEW AND APPROVAL TO FILE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY, AND INFORM THE ASSOCIATION AT ANY TIME THAT AN ISSUE BECOMES A MATTER OF DISCUSSION BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 15A AND 15B STRATFORD VNA AND THE BOARD OF DIRECTORS UTILIZE THE CAHC PAYROLL STUDY FOR EMPLOYEE COMPENSATION INCLUDING CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION, UPON REQUEST, AT ITS ADMINISTRATIVE OFFICE LOCATED IN STRATFORD, CT. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS CHARGED WITH THE RESPONSIBILITY FOR THE SELECTION OF THE ASSOCIATION'S INDEPENDENT AUDITORS, AND FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. CARE CONNECTION BY THE STRATFORD VNA LLC 3060 MAIN STREET STRATFORD CT 06614 844966913 HEALTH CARE CT 1133490 182211 STRATFORD VNA INC