Nonprofit · EIN 59-2804739
VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC
Tax-exempt · VERO BEACH, FL 32960
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $5,274,971 | $4,118,764 | $1,156,207 | $39,782,703 | $687,922 | $39,094,781 |
| September 30, 2024 | 990 | $10,444,526 | $4,140,405 | $6,304,121 | $38,393,322 | $687,398 | $37,705,924 |
| September 30, 2023 | 990 | $4,105,002 | $4,408,794 | -$303,792 | $29,705,763 | $553,977 | $29,151,786 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $3,308,577
- Program service revenue
- $0
- Investment income
- $1,703,497
- Net rental income
- $304,524
- Net gain from sales of assets
- $809,168
- Net income from fundraising events
- -$41,627
- Other revenue
- $262,897
Expenses
- Grants and similar amounts paid
- $2,811,543
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,982
- Occupancy
- $83,473
- Travel
- $151
- Depreciation
- $312,317
- Program services (functional)
- $2,811,543
- Management and general (functional)
- $719,585
- Fundraising (functional)
- $587,636
Balance sheet and other
- Total assets, start of year
- $38,393,322
- Total assets, end of year
- $39,782,703
- Total liabilities, end of year
- $687,922
- Net assets, end of year
- $39,094,781
- Land, buildings and equipment
- $6,561,393
- Publicly traded securities
- $29,575,716
- Net assets without donor restrictions
- $23,624,096
- Net assets with donor restrictions
- $15,470,685
- Gross receipts
- $16,699,572
- Employees
- 0
- Volunteers
- 185
- Year formed
- 1987
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lundy Fields | President/CEO Trustee or director, Officer | 10 | $0 | $268,969 | $46,971 |
| Daniel Bach | Past CFO Officer | 10 | $0 | $198,465 | $27,082 |
| Carol Kanarek | Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sarah Connors | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Michael P McGee | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Stacy L Kenyon | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| William N Hudson Jr | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kathryn Barton | Assistant Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Marion Fredrickson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Eva Gurley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Theresa Kelso | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ronald K Lawn | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ann Marie McCrystal | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marta Schneider | Director Trustee or director | 1 | $0 | $0 | $0 |
| Maria Segura | Director Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Emily Sherwood | Director Trustee or director | 1 | $0 |
| William Stewart | Director Trustee or director | 1 | $0 |
| Donald E Nickelson | Ex-Officio Trustee or director | 1 | $0 |
| Susan P Rodgers | Ex-Officio Trustee or director | 2 | $0 |
990 for the year ended September 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lundy Fields | President/CEO Trustee or director, Officer | 10 | $0 | $259,503 | $30,847 |
| Daniel Bach | CFO Officer | 10 | $0 | $197,945 | $28,016 |
| Carol Kanarek | Chairman Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Sarah Connors | Vice Chairman Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Mike P McGee | Vice Chairman Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Stacy L Kenyon | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| William N Hudson Jr | Treasurer Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Kathryn Barton | Assistant Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Carole C Finck | Director Trustee or director | 1 | $0 | $0 | $0 |
| Eva Gurley | Director Trustee or director | 1 | $0 | $0 | $0 |
| Theresa Kelso | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ronald K Lawn | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ann Marie McCrystal | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marta Schneider | Director Trustee or director | 1 | $0 | $0 | $0 |
| Emily Sherwood | Director Trustee or director | 1 | $0 | $0 | $0 |
| William Stengel | Director Trustee or director | 1 | $0 | $0 | $0 |
| William Stewart | Director Trustee or director | 1 | $0 | $0 | $0 |
| Donald E Nickelson | Ex-Officio Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Lundy Fields | President/CEO Trustee or director, Officer | 10 | $0 | $304,309 | $29,097 |
| Daniel Bach | CFO Officer | 10 | $0 | $196,062 | $26,936 |
| Carol Kanarek | Chairman Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Sarah Connors | Vice Chairman Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Emily Sherwood | Vice Chairman Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Carole C Finck | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Stacy L Kenyon | Assistant Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| William N Hudson Jr | Treasurer Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Kathryn Barton | Assistant Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Lynde S Karin | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ann Marie McCrystal | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mike P McGee | Director Trustee or director | 1 | $0 | $0 | $0 |
| Susan P Rodgers | Director Trustee or director | 1 | $0 | $0 | $0 |
| Marta Schneider | Director Trustee or director | 1 | $0 | $0 | $0 |
| William Stengel | Director Trustee or director | 1 | $0 | $0 | $0 |
| William Stewart | Director Trustee or director | 1 | $0 | $0 | $0 |
| Donald E Nickelson | Ex-Officio Trustee or director | 1 | $0 | $0 | $0 |
| Kathleen Pierce | Past Chairman Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Kathleen LaCroix | Past Treasurer Trustee or director, Officer | 5 | $0 | $0 | $0 |
| Janis Nordstrom | Past Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 958 20TH PLACE 2ND FLOOR, VERO BEACH, FL 32960-6420
- Principal officer (990 for 2024)
- Lundy Fields, 958 20th Place 2nd Floor, Vero Beach, FL 32960
- Signed the 990
- Lundy Fields, President/CEO
- Phone
- (772) 567-5551
- Website
- www.vnatc.com
- Return prepared by
- Berry Dunn McNeil & Parker LLC
Mission
To solicit and raise philanthropic resources in support of the VNA mission to provide compassionate and innovative care of the highest quality for patients and caregivers regardless of their financial status.
Program accomplishments
- Through a comprehensive and integrated fund development plan focused on donor-centered strategies, philanthropic resources in support of the VNA mission to provide compassionate innovative care of the highest quality for patients and caregivers regardless of their financial status. This includes start-up capital for program initiatives and sustainability of the VNA Hospice House.
- The majority of the expenses incurred by the foundation relate to the support given to the VNA of the Treasure Coast & its affiliates for home health, hospice & community wellness. These grants fund direct patient home health & hospice care, community wellness clinics, operational support of the VNA hospice house, program initiatives & upgraded technology to enhance efficiency & patient care outcomes. During the tax year, unpaid volunteers contributed more than 1,000 hours of their time in direct support of the Foundation. Volunteers assisted in various program areas. Based upon the hourly volunteer rate of approximately $34.88/hr, the dollar value of those volunteer hours was $34,900. In 2025 for the state of Florida per the Bureau of Labor Statistics, the dollar value of those volunteer hours was approx. $37,500. A total of 20,900 hours of volunteer services valued at $729,000 were provided in total to the foundation and its related parties. No amounts have been reflected in this return for those donated services.Expenses $2,811,543 · grants $2,811,543
- The Foundation has a dedicated and robust gift planning strategy to cultivate, solicit and steward donors to include the Foundation in their estate plans which can include wills, trusts, retirement accounts, life insurance, and charitable gift annuities. Partnering with the donor's trusted financial or legal advisor is a critical component of the program and requires similar cultivation, solicitation and stewardship plans. In the most recent fiscal year, the total donor dollars received through planned gifts was $500,000. Upon notification of the passing of a donor who has included the VNA in their estate plans, the administration process can be lengthy with a 12-18 month timeline for receipt of gift in most cases.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 59-2804739
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E19)
- Assets (IRS master file)
- $39,782,703
- Income (IRS master file)
- $16,699,572
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $5,274,971 | $4,118,764 | $39,782,703 | XML |
| 990 | September 2024 | $10,444,526 | $4,140,405 | $38,393,322 | XML |
| 990 | September 2023 | $4,105,002 | $4,408,794 | $29,705,763 | XML |
| 990 | September 2022 | $3,664,647 | $4,764,343 | $28,615,983 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-2804739).
Questions about VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC
- What is the EIN of VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC?
- The employer identification number (EIN) of VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC is 59-2804739.
- Is VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC?
- The 990 for the year ended September 30, 2025 names Lundy Fields.
- Who are the officers and directors of VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC?
- The 990 for the year ended September 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $5,274,971, expenses of $4,118,764 and total assets of $39,782,703 at year end.
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