2025-10-03T16:26:24-05:00 2024-12-31 952089835 BARTLETT PRINGLE & WOLF LLP 1123 CHAPALA ST PO BOX 90860 SANTA BARBARA CA 931900860 990 2024-01-01 200008507 VISITING CARE AND COMPANIONS VISI 8059655555 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 KAREN WALLACE CHIEF FINANCIAL OFFICER 8059655555 2025-09-29 1 1 JOHN J BRITTON P00290353 8059637811 2025-07-01 2024 2025-03-06 01:10:19Z PERSONAL CARE SERVICES KAREN WALLACE 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93101 0 0 X WWW.VNA.HEALTH X 2003 CA TO PROVIDE SKILLED AND NON-SKILLED CARE TO INDIVIDUALS IN THEIR HOMES 14 13 0 0 0 0 0 0 0 0 0 0 54 0 54 0 0 0 0 0 -25426 0 0 0 0 0 306 -25426 306 25480 -306 306 0 0 0 306 0 TO PROVIDE SKILLED AND NON-SKILLED CARE TO INDIVIDUALS IN THEIR HOMES 0 0 306 THROUGH THEIR PRIVATE DUTY CARE PROGRAM, PERSONAL CARE SERVICES, INC. PROVIDES NON-SKILLED CARE TO INDIVIDUALS IN THEIR HOME IN THE SANTA BARBARA AREA. THROUGH THEIR GERIATRIC CARE MANAGEMENT PROGRAM, PERSONAL CARE SERVICES, INC. PROVIDES COMPREHENSIVE PLANS OF CARE MANAGEMENT FOR ELDERLY CLIENTS IN SANTA BARBARA COUNTY. 306 1 0 0 0 0 0 0 0 0 1 0 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 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X KAREN WALLACE 8059655555 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 MICHAEL C BORDOFSKY HOSPICE MEDICAL DIRECTOR 1.00 X 0 0 0 VINCENT GARY CABALLERO BOARD MEMBER 1.00 X 0 0 0 JANICE CARTER LARSON BOARD MEMBER 1.00 X 0 0 0 EUSEBIO CORDOVA JR FINANCE COMMITTE CHAIR 1.00 X 0 0 0 CHRISTIE GLANVILLE BOARD MEMBER 1.00 X 0 0 0 KAREN HANDY SECRETARY 1.00 X X 0 0 0 PAUL R JACONETTE BOARD MEMBER 1.00 X 0 0 0 FREDERIC CHARLES KASS BOARD MEMBER 1.00 X 0 0 0 KENNETH LEE KRAUS VICE-CHAIR 1.00 X X 0 0 0 NEIL D LEVINSON NOMINATING COMMITEE CHAIR 1.00 X 0 0 0 BEN PHILLIPS CHAIR 1.00 X X 0 0 0 KIERAN A SHAH PRESIDENT & CEO 1.00 40.00 X X 0 428901 43406 KATHERINE SUZANNE SCHOMER BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER J THRASH ETHICS COMMITTEE CHAIR 1.00 X 0 0 0 DUSTY KEEGAN CHIEF COMPLIANCE & PRIVACY OFFICER 1.00 40.00 X 0 244322 23286 JO ANN MACK CHIEF OPERATING OFFICER 1.00 40.00 X 0 279886 26063 KAREN WALLACE CFO 1.00 40.00 X 0 256038 16585 MATTHEW BROWN DIRECTOR OF INFORMATION SY 1.00 40.00 X 0 220838 21973 SENA LYNN WOODALL SENIOR DIRECTOR OF HOSPICE 1.00 40.00 X 0 210304 21891 CZARINA INIGUEZ REGISTERED NURSE CASE MANAGER, HOSPICE 1.00 40.00 X 0 176689 24024 JACQUELIN CHARLES REGISTERED NURSE, INPATIENT 1.00 40.00 X 0 172096 13344 ROSABEL BARBOZA REGISTERED NURSE CASE MANAGER, HOME HEALTH 1.00 40.00 X 0 171374 0 0 2160448 190572 0 0 1 0 0 0 0 0 0 OTHER EXPENSES 306 306 306 306 0 0 306 0 306 0 0 0 X 306 0 306 0 306 0 -306 0 X X 0 1 X 1 0 X 4210 77835 82045 4210 77835 82045 0 0 0 82045 4210 77835 82045 1.00000 0.99050 0.00000 X 0 27545799 2899096 -2018473 28426422 27096976 3678658 -3229835 27545799 36491687 16250 -5844740 -3566221 27096976 34854861 2000 3276061 -1641235 36491687 31365970 152815 4696662 -1360586 34854861 0.99500 0.00500 0 1 1 0 X 0 0 0 0 0 306 0 306 0 306 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD BY THE FOUNDATION AND USED TO PROVIDE A PREDICTABLE STREAM OF FUNDS TO SUPPORT THE PROGRAMS OF PERSONAL CARE SERVICES. PART X, LINE 2: ON JANUARY 1, 2009, THE ORGANIZATION ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD ASC SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT OF THE ORGANIZATION ANALYZED TAX POSITIONS IN ALL JURISDICTIONS WHERE THE ORGANIZATION IS REQUIRED TO FILE AN INCOME TAX RETURN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX AUTHORITIES FOR THE YEARS BEFORE 2021 AND BY THE STATE OF CALIFORNIA TAX AUTHORITIES FOR YEARS BEFORE 2020. X 1 0 X X X X 0 1 0 0 0 0 0 0 0 KIERAN A SHAH PRESIDENT & CEO 0 428901 0 0 0 0 0 15198 0 28208 0 472307 0 0 JO ANN MACK CHIEF OPERATING OFFICER 0 279886 0 0 0 0 0 11195 0 14868 0 305949 0 0 KAREN WALLACE CFO 0 256038 0 0 0 0 0 2449 0 14136 0 272623 0 0 DUSTY KEEGAN CHIEF COMPLIANCE & PRIVACY OFFICER 0 244322 0 0 0 0 0 9762 0 13524 0 267608 0 0 MATTHEW BROWN DIRECTOR OF INFORMATION SY 0 220838 0 0 0 0 0 8449 0 13524 0 242811 0 0 SENA LYNN WOODALL SENIOR DIRECTOR OF HOSPICE 0 210304 0 0 0 0 0 8367 0 13524 0 232195 0 0 CZARINA INIGUEZ REGISTERED NURSE CASE MANAGER, HOSPI 0 176689 0 0 0 0 0 0 0 24024 0 200713 0 0 JACQUELIN CHARLES REGISTERED NURSE, INPATIENT 0 172096 0 0 0 0 0 0 0 13344 0 185440 0 0 ROSABEL BARBOZA REGISTERED NURSE CASE MANAGER, HOME 0 171374 0 0 0 0 0 0 0 0 0 171374 0 0 FORM 990, PART VI, SECTION B, LINE 11B A FULL COPY OF THE 990 WAS PRESENTED TO THE ENTIRE BOARD OF DIRECTORS. COPIES WERE DISTRIBUTED TO THE MEMBERS SO THAT THEY WOULD HAVE SUFFICIENT TIME TO REVIEW PRIOR TO THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C SENIOR MANAGEMENT (OFFICERS AND KEY EMPLOYEES) AND BOARD MEMBERS COMPLETE THE CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. BOTH SENIOR MANAGEMENT AND THE EXTERNAL AUDITORS VERIFY THAT ALL APPROPRIATE PARTIES HAVE COMPLETED THE FORM. IF CONFLICTS OF INTEREST ARE DISCLOSED, THEY ARE DISCUSSED BY THE CEO WITH THE EXECUTIVE COMMITTEE OF THE BOARD AND RESOLUTION OF THE CONFLICT IS DETERMINED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ENTIRE BOARD SERVES AS THE COMPENSATION COMMITTEE. THE ENTIRE BOARD REVIEWS COMPARATIVE COMPENSATION DATA FOR THE CEO, CFO AND KEY EMPLOYEES ON AN ANNUAL BASIS AND DETERMINES MERIT INCREASES BY POSITION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVALIABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THERE ARE NO CHANGES FROM THE PRIOR YEAR. VNA HEALTH 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 951641969 TO PROVIDE HOME HEALTH AND HOSPICE CARE CA 501(C)3 LINE 9 N/A 0 VNA HEALTH FOUNDATION 509 EAST MONTECITO STREET 200 SANTA BARBARA CA 93103 770342043 FUNDRAISING TO SUPPORT THE CHARITABLE MISSION OF VNA HEALTH CA 501(C)3 LINE 7 N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VNA HEALTH FOUNDATION D 0 ACCOUNTING SYSTEM