2023-11-14T10:50:55-06:00 2022-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2022-01-01 141340125 Visiting Nurse Association of Albany Inc VISI 5184892681 35 Colvin Avenue Albany NY 12206 Samantha DiCicco CEO 5184892681 2023-11-13 1 Samantha DiCicco 999009999 1 Melissa Magoon CPA P01712842 2077752387 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Samantha DiCicco 35 Colvin Avenue Albany NY 12206 10831601 0 X www.vnaalbany.org X 1880 NY The organization is a voluntary, non-profit home health care agency that provides nursing, therapy, and home health aide services to patients in their residences. 9 9 136 10 0 0 1992055 237690 10195340 10573511 1526 20400 0 0 12188921 10831601 0 0 0 0 8299903 8342848 0 0 0 1652847 1745112 9952750 10087960 2236171 743641 3753890 4163560 1225964 899177 2527926 3264383 The mission of the Visiting Nurse Association of Albany, Inc. is to provide high quality and cost effective home health care services to the community we serve. 0 0 8786033 10573511 Nursing, therapy and home health aide services. 8786033 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 5 0 1 136 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X Paul Rice 5184892681 35 Colvin Avenue Albany NY 12206 Anthony Durante President 1.00 10.00 X X 0 0 0 Joan Hart Vice President 1.00 2.00 X X 0 0 0 Theodore DeConno Treasurer 1.00 2.00 X X 0 0 0 Amy Lee Secretary 1.00 2.00 X X 0 0 0 Terry Griesmer Board Member 1.00 2.00 X 0 0 0 Frederick J Hinrichsen Board Member 1.00 2.00 X 0 0 0 Janine Mangione Board Member 1.00 2.00 X 0 0 0 Nancy Michela Board Member 1.00 2.00 X 0 0 0 Greg Scott Board Member 1.00 2.00 X 0 0 0 John Smack Past Board Member 1.00 2.00 X 0 0 0 Susan Larman Past CEO 15.00 22.50 X 229284 0 36438 Paul B Rice CFO 15.00 22.50 X 180518 0 18192 Samantha DiCicco CEO 15.00 22.50 X 138067 0 25288 Iyabode Alfred VP/Chief Operating Officer 22.50 15.00 X 173895 0 4978 Jacqueline N Kretser VP of Care Transitions 18.75 18.75 X 165155 0 15651 Amy Ludwin Registered Nurse 53.00 0.00 X 151320 0 0 Jeffrey Ruetz Registered Nurse 49.00 0.00 X 146137 0 17195 Mark Robinson Physical Therapist 37.50 0.00 X 147099 0 15006 Renuka Ramkobair Registered Nurse 39.00 0.00 X 121379 0 10014 1452854 0 142762 12 0 1 0 BerryDunn 1000 Elm Street Street Floor 4 Manchester NH 03101 Auditing/Coding Services 233347 1 236680 1010 237690 Home Health Revenue 621610 10573511 10573511 10573511 20400 20400 10831601 10573511 0 20400 806660 178873 627787 6301202 6146774 154428 108162 108162 564987 558953 6034 561837 505653 56184 55556 55556 38950 38950 235809 235809 88947 80052 8895 204964 184468 20496 119241 107317 11924 72982 65684 7298 434797 391317 43480 16353 14718 1635 99339 89405 9934 51033 45930 5103 Program Supplies 142994 142994 Equipment Rental/Repair 111131 100018 11113 Other Expenses 73016 65715 7301 10087960 8786033 1301927 0 X 2267326 3236511 9099 9004 934656 274261 49220 124178 1784581 1432966 435953 351615 57636 167991 3753890 4163560 583886 563063 642078 336114 1225964 899177 X 2476565 3220206 51361 44177 2527926 3264383 3753890 4163560 X 743641 -7184 X 0 1 X 1 0 X 74152 2680788 1992055 237690 4984685 10319279 10183201 10585352 10195340 10573511 51856683 10393431 12863989 10585352 12187395 10811201 56841368 0 0 0 56841368 24 2 401 1526 20400 22353 24 2 401 1526 20400 22353 10393455 12863991 10585753 12188921 10831601 56863721 0.99960 1.00000 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10377 10377 10377 10377 10377 10377 10377 10377 10377 10377 0.00000 1.00000 0.00000 0 0 40000 40000 961122 703979 257143 782369 727897 54472 1090 1090 0 351615 Due to Third-Party Payers 336114 336114 X 10824417 -7184 -7184 10831601 0 10831601 10087960 0 10087960 0 10087960 Part V, Line 4: Income used for general operations released in accordance with state laws. Part X, Line 2: The entities included in these consolidated financial statements, excluding the Corporation, qualify as public charities under Section 501(c)(3) of the Internal Revenue Code (IRC). As public charities, the entities are exempt from state and federal income taxes on income earned in accordance with their tax exempt purposes. Unrelated business income is subject to state and federal income tax. Management has evaluated the entities' tax positions and concluded that the entities have no unrelated business income or uncertain tax positions that require adjustment to the consolidated financial statements. Part XI, Line 2d - Other Adjustments: Change in Investment in Trust -7,184. X X X X X 0 0 0 0 0 0 0 1 0 Susan Larman Past CEO 205092 0 24192 0 0 0 18352 0 18086 0 265722 0 0 0 Paul B Rice CFO 180518 0 0 0 0 0 5494 0 12698 0 198710 0 0 0 Jacqueline N Kretser VP of Care Transitions 165155 0 0 0 0 0 4984 0 10667 0 180806 0 0 0 Iyabode Alfred VP/Chief Operating Officer 173895 0 0 0 0 0 4978 0 0 0 178873 0 0 0 Samantha DiCicco CEO 138067 0 0 0 0 0 0 0 25288 0 163355 0 0 0 Jeffrey Ruetz Registered Nurse 143162 0 2975 0 0 0 5909 0 11286 0 163332 0 0 0 Mark Robinson Physical Therapist 145349 0 1750 0 0 0 5528 0 9478 0 162105 0 0 0 Amy Ludwin Registered Nurse 151320 0 0 0 0 0 0 0 0 0 151320 0 0 0 Part I, Line 7 Susan Larman, CEO, received a bonus based on agreed upon goals with agreed upon points for achievement. New York State provided funding to the Agency for the Healthcare Worker Bonus Program. Bonuses were paid to eligible employees in amounts as prescribed by New York State. Form 990, Part VI, Section A, line 4 The Organization amended their bylaws during the year and made the following significant changes: 1. The number of voting members was updated from "at a minimum, nine and no more than twenty-one Directors" to "a minimum of five and no more than fifteen directors" 2. Please refer to the narratives on Schedule O which reference Form 990, Part VI, Lines 6, 7a, and 7b for additional details on changes related to the Organization's members, the power to appoint members of the governing body, and other governance decisions reserved to members. Form 990, Part VI, Section A, line 6 The sole Member of the Organization shall be Albany Visiting Nurse Home Care Services Group, Inc. ("Group or "Member"). The member of Group is Albany Med Health System ("AMHS"). Form 990, Part VI, Section A, line 7a Albany Med Health System, the member of Albany Visiting Nurse Home Care Services Group, Inc. who is the sole member of the Organization, has the power to appoint and remove Directors serving on the Board of Directors of the Organization. Form 990, Part VI, Section A, line 7b Albany Med Health System, the member of Albany Visiting Nurse Home Care Services Group, Inc. who is the sole member of the Organization, has the power to take any necessary actions related to the following: 1. Approval of the Organization's annual and long-term capital and operating budgets and strategic plans, each of which shall first be approved by the Board; 2. Development and approval of contingency plans should actual results from operations of the Organization be significantly unfavorable to the budgeted plan (development of any contingency plans by AMHS is with the participation of the Organization's Chief Executive Officer ("CEO") and representation from the Board); 3. Approval of any amendment, repeal or replacement of the Organization's Certificate of Incorporation or Bylaws, which shall first be approved by the Board; 4. Approval of any voluntary dissolution, merger, consolidation, sale or transfer of substantially all of the assets (defined as ten percent (10%) or more) of the Organization, or the creation of a subsidiary or affiliate corporation of or other legal entity controlled by the Organization, provided that such transactions shall also be subject to the prior approval of the Board; 5. Appointment of the CEO of the Organization, after consultation with the Board (the current CEO of the Organization, Samantha DiCicco, shall be deemed approved by AMHS); 6. Removal of the Organization's CEO, after consultation with the Board; 7. Approval of unbudgeted capital expenditures or substitution of budgeted capital expenditures by the Organization, in either case in excess of One Hundred Thousand Dollars ($100,000), individually; 8. Approval of incurrence of debt (directly or by guaranty) not specifically budgeted in the Organization's annual and long-term capital and operating budgets, where the total principal amount is in excess of One Hundred Thousand Dollars ($100,000) in the aggregate for all such debt or which is secured by a mortgage or security interest in any of the Organization's assets or property, provided that any mortgage of any of the Organization's real estate or pledge or encumbrance of the Organization's personal property shall be subject to the prior approval of the Board; 9. Approval of any modifications to the terms, conditions and outstanding balance of any of the Organization's existing debt (other than routine payments of debt service as required); 10. Approval of the entry into, renewal of, or termination of contracts for the Organization to provide covered healthcare services to beneficiaries of health insurance, managed care contracts or payor contracts; 11. Approval of any application by the Organization to the New York Department of Health for any certificate of need or other matter affecting its licensure; 12. Except for incidental transactions for property not constituting a material component of the Organization or its business, approval of any sale or transfer of any of the Organization's assets to an affiliated entity or third-party entity, if such assets have a value in excess of Fifty Thousand Dollars ($50,000), other than as a component part of an approved budget, provided that such transactions shall be subject to the prior approval of the Board; 13. Approval of the Organization's insurance coverage (including, without limitation, insurers, specifications and limits); 14. The right to require the Organization to participate in any AMHS System-wide compliance program that may be implemented by AMHS from time to time; and 15. Approval of litigation settlements in excess of insurance coverage, or settlements or other dispositions of state or federal governmental administrative proceedings to which the Organization is a party. Form 990, Part VI, Section B, line 11b The Form 990 is made available to all board members for review. Form 990, Part VI, Section B, line 12c The Board reviews conflicts disclosed and ensures a board member does not participate in a board decision related to the conflict. Form 990, Part VI, Section B, line 15 The Executive Committee reviews the CEO performance for the year based on established goals, reviews compensation benchmark data provided by an outside consultant and recommends adjustments to the full board who authorizes compensation. The CEO reviews the performance for the year of key employees of the organization based on established goals and authorizes compensation adjustment in accordance with the budget which is approved by the board. Form 990, Part VI, Section C, line 19 Upon Request. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Visiting Nurse Association of Albany, Inc. 35 Colvin Avenue Albany, NY 12206 EIN: 14-1340125 Visiting Nurse Association of Albany, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Form 990, Part XI, line 9: Change in Investment in Trust -7,184. Albany Medical Center Hospital 43 New Scotland Ave Albany NY 12208 141338307 Hospital Services NY 501(c)(3) Line 3 N/A 0 Albany Medical College 47 New Scotland Ave Albany NY 12208 141338310 Medical Degree Programs NY 501(c)(3) Line 2 N/A 0 Albany Medical Center Foundation 47 New Scotland Ave Albany NY 12208 146023119 Fundraising NY 501(c)(3) Line 7 N/A 0 Albany Medical Center Kidskeller 47 New Scotland Ave Albany NY 12208 222635792 Education Day Program NY 501(c)(3) Line 2 Albany Med Health System 0 Center for Donation and Transplant 218 Great Oaks Blvd Albany NY 12203 141820447 Organ and Tissue Bank NY 501(c)(3) Line 12a, I Albany Medical College 0 Better Health for Northeast New York 43 New Scotland Ave Albany NY 12208 811861104 Delivery System Reform Incentive Payment NY 501(c)(6) Albany Medical Center Hospital 0 Columbia Memorial Hospital 71 Prospect Ave Hudson NY 12534 141338373 Hospital Services NY 501(c)(3) Line 3 N/A 0 Kaaterskill Commons Inc 163 Jefferson Heights Catskill NY 12414 205700964 Low-Income Housing NY 501(c)(3) Line 7 Columbia Memorial Hospital 0 Columbia Memorial Health Foundation 71 Prospect Ave Hudson NY 12534 141761112 Fundraising NY 501(c)(3) Line 10 Columbia Memorial Hospital 0 The Second Show Inc 519 Warren Street Hudson NY 12534 141796715 Thrift Shop NY 501(c)(3) Line 7 Columbia Memorial Hospital 0 Saratoga Hospital 211 Church Street Saratoga Springs NY 12866 141338547 Hospital Services NY 501(c)(3) Line 3 N/A 0 Saratoga Regional Medical PC 211 Church Street Saratoga Springs NY 12866 472468259 Healthcare Services NY 501(c)(3) Line 3 Saratoga Hospital 0 Saratoga Care Inc 211 Church Street Saratoga Springs NY 12866 141775218 Promoting Health NY 501(c)(3) Line 12b, II Saratoga Hospital 0 Healthcare Partners of Saratoga Ltd 211 Church Street Saratoga Springs NY 12866 453303309 Emergent Care NY 501(c)(3) Line 3 N/A 0 Glens Falls Hospital 100 Park Street Glens Falls NY 12801 141338413 Hospital Services NY 501(c)(3) Line 3 N/A 0 Glens Falls Medical PLLC 100 Park Street Glens Falls NY 12801 823943636 Physicians NY 501(c)(3) Line 10 Glens Falls Hospital 0 Albany Med Health System 47 New Scotland Ave Albany NY 12208 141641730 Corporate Services NY 501(c)(3) Line 12b, II N/A 0 Visiting Nurses Foundation Inc 35 Colvin Avenue Albany NY 12206 141653755 Fundraising NY 501(c)(3) Line 12c, III-FI Albany Visiting Nurse Home Care Services Group Inc 0 Albany Visiting Nurse Home Care Services Group Inc 35 Colvin Avenue Albany NY 12203 222778949 Planning and coordinating the delivery of home health care services NY 501(c)(3) Line 12b, II N/A 0 Madison Avenue Services Corp 47 New Scotland Ave MC 116 Albany NY 12208 141665610 Services-Other(Inactive) NY N/A C 0 Visiting Nurse Association of Albany Home Care Corporation 28 Colvin Ave Albany NY 12206 141697717 Licensed HHA NY N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0