Nonprofit · EIN 77-0342043
VNA HEALTH FOUNDATION
Tax-exempt · SANTA BARBARA, CA 93103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,571,865 | $4,872,030 | $699,835 | $52,634,305 | $0 | $52,634,305 |
| December 31, 2023 | 990 | $2,852,276 | $4,360,169 | -$1,507,893 | $52,343,550 | $0 | $52,343,550 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,436,866
- Program service revenue
- $0
- Investment income
- $820,848
- Net rental income
- $1,424,312
- Net gain from sales of assets
- $35,320
- Net income from fundraising events
- -$110,161
- Other revenue
- $1,314,151
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $471,769
- Salaries, compensation and benefits (total)
- $573,504
- Professional fundraising fees
- $0
- Travel
- $433
- Depreciation
- $1,342,051
- Program services (functional)
- $2,270,698
- Management and general (functional)
- $2,123,586
- Fundraising (functional)
- $477,746
Balance sheet and other
- Total assets, start of year
- $52,343,550
- Total assets, end of year
- $52,634,305
- Total liabilities, end of year
- $0
- Net assets, end of year
- $52,634,305
- Land, buildings and equipment
- $18,627,932
- Publicly traded securities
- $23,263,482
- Net assets without donor restrictions
- $51,280,381
- Net assets with donor restrictions
- $1,353,924
- Gross receipts
- $5,719,072
- Employees
- 0
- Volunteers
- 113
- Year formed
- 1993
- State of legal domicile
- CA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KIERAN A SHAH | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $428,901 | $43,406 |
| JO ANN MACK | CHIEF OPERATING OFFICER Officer | 1 | $0 | $279,886 | $26,063 |
| KAREN WALLACE | CFO Officer | 1 | $0 | $256,038 | $16,585 |
| DUSTY KEEGAN | CHIEF COMPLIANCE & PRIVACY OFFICER Officer | 1 | $0 | $244,322 | $23,286 |
| MATTHEW BROWN | DIRECTOR OF INFORMATION SY Highest-paid employee | 1 | $0 | $220,838 | $21,973 |
| SENA LYNN WOODALL | SENIOR DIRECTOR OF HOSPICE Highest-paid employee | 1 | $0 | $210,304 | $21,891 |
| CZARINA INIGUEZ | REGISTERED NURSE CASE MANAGER, HOSPICE Highest-paid employee | 1 | $0 | $176,689 | $24,024 |
| JACQUELIN CHARLES | REGISTERED NURSE, INPATIENT Highest-paid employee | 1 | $0 | $172,096 | $13,344 |
| ROSABEL BARBOZA | REGISTERED NURSE CASE MANAGER, HOME HEALTH Highest-paid employee | 1 | $0 | $171,374 | $0 |
| MICHAEL C BORDOFSKY | HOSPICE MEDICAL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT GARY CABALLERO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANICE CARTER LARSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| EUSEBIO CORDOVA JR | FINANCE COMMITTE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTIE GLANVILLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KAREN HANDY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL R JACONETTE | BOARD MEMBER Trustee or director | 1 | $0 |
| FREDERIC CHARLES KASS | BOARD MEMBER Trustee or director | 1 | $0 |
| KENNETH LEE KRAUS | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| NEIL D LEVINSON | NOMINATING COMMITEE CHAIR Trustee or director | 1 | $0 |
| BEN PHILLIPS | CHAIR Trustee or director, Officer | 1 | $0 |
| KATHERINE SUZANNE SCHOMER | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRISTOPHER J THRASH | ETHICS COMMITTEE CHAIR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KIERAN A SHAH | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $395,202 | $38,424 |
| KAREN WALLACE | CFO Officer | 1 | $0 | $240,742 | $19,216 |
| DUSTY KEEGAN | CHIEF COMPLIANCE & PRIVACY OFFICER Officer | 1 | $0 | $235,067 | $21,773 |
| JO ANN MACK | CHIEF OPERATING OFFICER Officer | 1 | $0 | $192,268 | $17,870 |
| MATTHEW BROWN | DIRECTOR OF INFORMATION SY Highest-paid employee | 1 | $0 | $183,622 | $19,652 |
| PAMELA KAY TAYLOR | DIRECTOR OF HOME HEALTH Highest-paid employee | 1 | $0 | $174,177 | $25,119 |
| SUSAN CAROL MORIARITY | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 1 | $0 | $170,479 | $19,582 |
| CZARINA GALE E INIGUEZ | REGISTERED NURSE CASE MANAGER, HOSPICE Highest-paid employee | 1 | $0 | $156,536 | $22,086 |
| WESLEY MARC SADUMIANO | DIRECTOR OF BUSSINESS DEVELOPMENT Highest-paid employee | 1 | $0 | $156,285 | $12,542 |
| CHRISTOPHER J THRASH | ETHICS COMMITTEE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| PAMELA DILMAN HASKELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALEX CRAIGIE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARK MATTINGLY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATHERINE SUZANNE SCHOMER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BEN PHILLIPS | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NEIL D LEVINSON | NOMINATING COMMITEE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| LAURA COCHRAN CANFIELD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FREDERIC CHARLES KASS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANICE CARTER LARSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| EUSEBIO CORDOVA JR | FINANCE COMMITTE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH LEE KRAUS | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KAREN HANDY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL R JACONETTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTIE GLANVILLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL C BORDOFSKY | HOSPICE MEDICAL DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 509 E MONTECITO ST STE 200, SANTA BARBARA, CA 93103-3293
- In care of
- % DAVID DUARTE
- Principal officer (990 for 2024)
- KAREN WALLACE, 509 EAST MONTECITO STREET 200, SANTA BARBARA, CA 93103
- Signed the 990
- KAREN WALLACE, CHIEF FINANCIAL OFFICER
- Phone
- (805) 965-5555
- Website
- WWW.VNA.HEALTH
- Return prepared by
- BARTLETT PRINGLE & WOLF LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0342043 or by the name VNA HEALTH FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
FUNDRAISING TO SUPPORT THE CHARITABLE MISSION OF VNA HEALTH.
Program accomplishments
- THE VNA HEALTH FOUNDATION FUNDS VNA HEALTH CHARITABLE PROGRAMS FOR THE SANTA BARBARA COMMUNITY. THESE PROGRAMS INCLUDE PET THERAPY, MUSIC SERVICES, THE WE HONOR VETERANS PROGRAM, AND THE LOAN CLOSET, WHICH IS THE ONLY COMMUNITY RESOURCE OFFERING FREE SHORT-TERM LOANS OF BASIC MEDICAL EQUIPMENT. THE VNA HEALTH FOUNDATION ALSO FUNDS COMMUNITY EDUCATION FOR RESIDENTS AND LOCAL HEALTHCARE WORKERS THROUGH IN-SERVICES AND CONTINUING EDUCATION WORKSHOPS. IN AN EFFORT TO EMPOWER SANTA BARBARA COUNTY RESIDENTS TO LIVE WITH HEALTH AND DIGNITY, THE VNA HEALTH FOUNDATION PROVIDES CHARITABLE SUBSIDIZED CARE THROUGH HOME HEALTH CARE, PALLIATIVE CARE, HOSPICE CARE, AND IN-PATIENT HOSPICE CARE AT SERENITY HOUSE, AN 18-BED HOSPICE RESIDENTIAL FACILITY OWNED AND OPERATED BY VNA HEALTH.Expenses $2,270,698
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0342043
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $52,634,305
- Income (IRS master file)
- $5,719,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,571,865 | $4,872,030 | $52,634,305 | XML |
| 990 | December 2023 | $2,852,276 | $4,360,169 | $52,343,550 | XML |
| 990 | December 2022 | $4,154,947 | $5,307,618 | $49,885,015 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 77-0342043).
Questions about VNA HEALTH FOUNDATION
- What is the EIN of VNA HEALTH FOUNDATION?
- The employer identification number (EIN) of VNA HEALTH FOUNDATION is 77-0342043.
- Is VNA HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to VNA HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does VNA HEALTH FOUNDATION 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 VNA HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VNA HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of VNA HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names KAREN WALLACE.
- Who are the officers and directors of VNA HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 22 people; 0 received compensation from the organization.
- How much revenue does VNA HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,571,865, expenses of $4,872,030 and total assets of $52,634,305 at year end.
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