2026-08-17T17:46:56-05:00 2025-09-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-10-01 465223267 DEACONESS VNA PLUS LLC DEAC 8124253561 611 HARRIET STREET EVANSVILLE IN 47710 ALLISON FLOWERS PRESIDENT 8124253561 2026-08-17 1 1 EMILIE M KNIERIEM CPA P01330194 3176334705 2026-08-14 2024 2025-03-06 01:10:19Z X ALLISON FLOWERS 611 HARRIET STREET EVANSVILLE IN 47710 4600985 0 X WWW.DEACONESS.COM/VNAPLUS X LLC 2014 IN TO PROVIDE PATIENTS, FAMILIES, AND CAREGIVERS COMPASSIONATE, QUALITY CARE, AND SUPPORT. 6 0 58 20 0 0 0 51 5116853 4558937 34185 41997 0 0 5151038 4600985 2338 0 0 0 3428518 3651948 0 0 0 1569196 1592833 5000052 5244781 150986 -643796 12030262 15848451 2749883 4406004 9280379 11442447 DEACONESS VNA PLUS, A NON-PROFIT AGENCY SERVING THE COMMUNITY, IS COMMITTED TO THE BELIEF THAT EVERY INDIVIDUAL DESERVES CARE AND SUPPORT TO PRESERVE INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE. DEACONESS VNA PLUS DEDICATES ITSELF TO THIS BELIEF. 0 0 4175106 4558937 HOSPICE - THE ORGANIZATION PROVIDES HOSPICE SERVICES IN THE HOME OR IN A NURSING FACILITY TO THOSE PERSONS WISHING TO REMAIN IN A FAMILIAR ENVIRONMENT DURING THEIR FINAL DAYS, PROVIDING COMFORT AND PEACE TO PATIENTS AND FAMILIES THORUGH A STAFF OF REGISTERED NURSES, MEDICAL SOCIAL WORKERS, AIDE AND OTHER PROFESSIONALS. THE ORGANIZATION ALSO PROVIDES THE OPTION OF SERVICES IN ITS SEVEN-BED INPATIENT FACILITY AND OTHER FACILITIES INCLUDING DEACONESS HOSPITAL FOR THOSE PERSONS WHO CAN NO LONGER BE ADEQUATELY CARED FOR AT HOME. 4175106 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 24 0 1 58 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X CHERYL A WATHEN 8124503296 600 MARY STREET EVANSVILLE IN 47747 X ALLISON FLOWERS CHAIR 5.00 50.00 X X 0 130725 24487 APRIL TOELLE DO SECRETARY 1.00 50.00 X X 0 418128 37791 JAMES PORTER MD DIRECTOR & PRESIDENT OF DH 5.00 56.00 X 0 1073178 187360 TRACI ROBINSON DIRECTOR 5.00 50.00 X 0 178637 17648 MARC J FLORENCE DIRECTOR & SENIOR VP, DHS 5.00 60.00 X 0 753379 153958 PATRICIA KILLION DIRECTOR 1.00 0.00 X 0 120835 4144 LEIGH ANN GAMBLE MSN NE-BC CHAIR (PARTIAL YR) 55.00 0.00 X X 207578 0 27875 DEBRA NELSON REGISTERED NURSE 50.00 0.00 X 153423 0 16110 DANIELLE M NAAS DIRECTOR OF CLINICAL SERVICES 50.00 0.00 X 118546 0 29010 ANNE KINGSTON REGISTERED NURSE 50.00 0.00 X 103972 0 14675 JANET BRICKNER REGISTERED NURSE 50.00 0.00 X 101673 0 22000 685192 2674882 535058 5 0 1 0 AMERICAN NURSING CARE INC 1135 E VETERANS HWY STE 1 JACKSON NJ 08527 STAFFING 182006 GOOD SAM OPCO LLC PO BOX 633733 CINCINNATI OH 45263 HOSPICE HEALTHCARE 108473 2 51 51 NET PATIENT SERVICE RE 621610 4558937 4558937 4558937 41997 41997 4600985 4558937 0 41997 X 2868435 2294748 573687 85050 57834 27216 482662 386130 96532 215801 172641 43160 887733 754573 133160 102378 84786 17592 83337 62503 20834 274570 222402 52168 57983 43487 14496 160 107 53 148587 68282 80305 REPAIRS AND MAINTENANCE 31617 21183 10434 COMMUNITY EDUCATION 6352 6352 116 78 38 5244781 4175106 1069675 0 9868280 14074806 707111 626635 83838 3464 3546601 3546601 42293 0 1328740 1143546 12030262 15848451 812316 1078143 1350053 1143546 587514 2184315 2749883 4406004 X 9280379 11442447 9280379 11442447 12030262 15848451 X -643796 2805864 X 0 1 X 1 1 1 X 5 51 56 3830956 4130036 4772990 5116853 4558937 22409772 3830961 4130036 4772990 5116853 4558988 22409828 0 0 0 22409828 8654 14273 21698 34185 41997 120807 8654 14273 21698 34185 41997 120807 3839615 4144309 4794688 5151038 4600985 22530635 0.99460 0.99570 0.00540 0.00430 X 3546601 3546601 0 0 RIGHT OF USE ASSETS 1143546 1143546 DUE TO RELATED PARTIES 2184315 2184315 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYSTEM AND RECOGNIZE A TAX LIABILITY IF THE SYSTEM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SYSTEM AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 1 0 0 0 1 1 0 0 JAMES PORTER MD DIRECTOR & PRESIDENT OF DH 0 682862 0 213203 0 177113 0 160685 0 26675 0 1260538 0 173122 MARC J FLORENCE DIRECTOR & SENIOR VP, DHS 0 517418 0 139337 0 96624 0 111246 0 42712 0 907337 0 92724 APRIL TOELLE DO SECRETARY 0 407885 0 384 0 9859 0 19075 0 18716 0 455919 0 0 LEIGH ANN GAMBLE MSN NE-BC CHAIR (PARTIAL YR) 176492 0 29454 0 1632 0 6666 0 21209 0 235453 0 0 0 TRACI ROBINSON DIRECTOR 0 152527 0 24891 0 1219 0 6329 0 11319 0 196285 0 0 DEBRA NELSON REGISTERED NURSE 131755 0 19819 0 1849 0 5442 0 10668 0 169533 0 0 0 ALLISON FLOWERS CHAIR 0 113385 0 16598 0 742 0 4787 0 19700 0 155212 0 0 PART I, LINE 3 THE FOLLOWING METHODS WERE USED BY DEACONESS HEALTH SYSTEM, A RELATED NON-PROFIT ORGANIZATION, TO DETERMINE THE COMPENSATION FOR THE CEO: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION STUDY OR SURVEY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B SEVERANCE & NONQUALIFIED PAYMENTS: SEVERANCE JOANN WOOD $186,640 NONQUALIFIED MARC J. FLORENCE $22,500 JAMES PORTER $23,000 JAMES PORTER: SUPPLEMENTAL ACCUMULATION ACCOUNT CONTRIBUTIONS OF $148,535 SUPPLEMENTAL ACCUMULATION ACCOUNT PAYOUT OF $173,122 MARC FLORENCE: SUPPLEMENTAL ACCUMULATION ACCOUNT CONTRIBUTIONS OF $99,171 SUPPLEMENTAL ACCUMULATION ACCOUNT PAYOUT OF $92,724 PART I, LINE 6 RELATED ORGANIZATION COMPENSATION CONTINGENT UPON NET EARNINGS INCENTIVE COMPENSATION PAYMENTS ARE BASED UPON SUCCESSFUL ACHIEVEMENT OF ESTABLISHED INPATIENT SATISFACTION MEASURES, OUTPATIENT SATISFACTION MEASURES, COMPLIANCE WITH PUBLICLY REPORTED QUALITY INDICATORS, OPERATING MARGIN AS WELL AS OTHER TECHNICAL AND PERSONAL FUNCTIONAL GOALS. DEACONESS HOSPITAL'S INCENTIVE COMPENSATION PROGRAMS ARE FORMULATED TO REWARD BEHAVIOR THAT BALANCES PATIENT NEEDS AND EFFICIENT DELIVERY OF PATIENT CARE TO ENSURE THE BEST OUTCOMES ARE ACHIEVED. FORM 990, PART VI, SECTION A, LINE 6 DEACONESS HEALTH SYSTEMS, INC. IS THE SOLE CORPORATE MEMBER OF DEACONESS VNA PLUS, LLC. FORM 990, PART VI, SECTION A, LINE 7A DEACONESS VNA PLUS, LLC HAS ONE SOLE MEMBER, DEACONESS HEALTH SYSTEM, INC. UNDER THE OPERATING AGREEMENT, THE COMPANY IS GOVERNED BY A BOARD OF MANAGERS, AND THE MEMBER HAS THE AUTHORITY TO APPOINT AND REMOVE THE MANAGERS. ACCORDINGLY, THE SOLE MEMBER HAS THE POWER TO APPOINT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNANCE MATTERS ARE RESERVED TO, OR SUBJECT TO THE APPROVAL OF, DEACONESS HEALTH SYSTEM, INC., THE COMPANY'S SOLE MEMBER. THE MEMBER APPOINTS AND MAY REMOVE MEMBERS OF THE BOARD OF MANAGERS. IN ADDITION, ANY INCREASE IN THE NUMBER OF MANAGER POSITIONS IS SUBJECT TO THE MEMBER'S ONGOING APPROVAL. THE MEMBER ALSO RETAINS VOTING RIGHTS ON MATTERS REQUIRING MEMBER APPROVAL UNDER THE OPERATING AGREEMENT OR APPLICABLE LAW AND MAY DESIGNATE AUTHORIZED SIGNATORIES FOR COMPANY ACCOUNTS. FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS THAT DEACONESS VNA PLUS UTILIZES TO PRESENT THE FORM 990 TO ITS GOVERNING BODY PRIOR TO FILING IS TO PRESENT THE FORM 990 TO MANAGEMENT OF THE ORGANIZATION FOR REVIEW. AFTER THIS REVIEW IS PERFORMED AND ALL QUESTIONS ARE ANSWERED, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS OF DEACONESS HEALTH SYSTEM AT THE BOARD MEETING PRIOR TO THE FILING DATE OF THE FORM 990. ANY ADDITIONAL QUESTIONS ARE ANSWERED AND THE FINAL FILING IS THEN COMPLETED. FORM 990, PART VI, SECTION B, LINE 12C THE WRITTEN CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED BY THE EXECUTIVE ADMINISTRATIVE ASSISTANT. THE SCOPE OF THIS POLICY INCLUDES ALL BOARD MEMBERS AND MANAGEMENT EMPLOYEES. THE POLICY IS IN PLACE TO PROMOTE OPEN AND FAIR DEALINGS THROUGH DISCLOSURE OF BUSINESS AND PERSONAL RELATIONSHIPS TO PREVENT BIASED DECISIONS BASED ON PERSONAL INTEREST. THE COVERED PERSONS ARE TO AVOID THE VIOLATIONS OF GOVERNMENTAL LAW OR REGULATION AND CONDUCT BUSINESS FAIRLY. FORM 990, PART VI, SECTION B, LINE 15 EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED A LEADERSHIP PERFORMANCE APPRAISAL TO COMPLETE. AT THAT TIME, THEY MAY ALSO SOLICIT PEER REVIEW PERFORMANCE APPRAISAL INPUT AS WELL AT THEIR DISCRETION. THE INFORMATION IS RETURNED TO THE PRESIDENT OF THE BOARD WHO THEN COMPILES THE FEEDBACK FOR FORMAL REVIEW. THE INFORMATION IS THEN REVIEWED WITH THE EXECUTIVE DIRECTOR AS PART OF PERSONAL AND GOAL DEVELOPMENT. BASED ON SATISFACTORY RESULTS FROM THE COMPILATION OF INFORMATION, THE BOARD OF DIRECTORS BRINGS TO A VOTE A RECOMMENDATION FOR AN INCREASE IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN OR ORAL REQUEST TO THE ORGANIZATION. FORM 990, PART VII AND SCHEDULE J, PART II: WE DO NOT USE A COMMON PAYMASTER. ALL SHARED STAFF AND DUAL-OFFICERS ARE PAID AND W-2'D SOLELY BY DHS. DEACONESS VNA PLUS REPORTS ALL SUCH COMPENSATION AS RELATED ORGANIZATION COMPENSATION IN PART VII COL (E) AND SCHEDULE J ROW (II). THE INTERCOMPANY ALLOCATION AND SUBSIDY ARE REPORTED AS OPERATIONAL TRANSFERS/ALLOCATIONS, NOT AS DIRECT COMPENSATION BY THE SUBSIDIARY. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 754,573. MANAGEMENT AND GENERAL EXPENSES 133,160. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 887,733. FORM 990, PART XI, LINE 9: AFFILIATE TRANSFER 2,805,864. 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