2024-08-15T12:22:02-05:00 2023-09-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2022-10-01 465223267 DEACONESS VNA PLUS LLC DEAC 8124253561 610 E WALNUT ST EVANSVILLE IN 47713 MARC J FLORENCE PRESIDENT 8124253561 2024-08-15 1 0 EMILIE M KNIERIEM CPA P01330194 3176334705 2024-08-15 2022 2024-08-08 14:25:15Z MARC J FLORENCE 610 E WALNUT ST EVANSVILLE IN 47713 4794688 0 X HTTPS://WWW.DEACONESS.COM/VNAPLUS X LLC 2014 IN TO PROVIDE PATIENTS, FAMILIES, AND CAREGIVERS COMPASSIONATE, QUALITY CARE, AND SUPPORT. 5 0 52 32 0 0 0 0 4130036 4772990 14273 21698 0 0 4144309 4794688 0 0 0 0 2931335 3184867 0 0 0 2075854 1794577 5007189 4979444 -862880 -184756 6459728 10034476 2432295 3684452 4027433 6350024 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 4012812 4772990 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. 4012812 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 52 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 1 1 0 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 LEIGH ANN GAMBLE MSN NE-BC CHAIR 5.00 40.00 X X 0 184433 32936 APRIL TOELLE DO SECRETARY 5.00 40.00 X X 0 421690 45474 MARC J FLORENCE DIRECTOR 5.00 58.00 X 0 590416 135997 JAMES PORTER MD DIRECTOR 5.00 63.00 X 0 1083242 209328 TRACI ROBINSON DIRECTOR 5.00 40.00 X 0 127772 20098 TAMMIE GREENWOOD MSN CMM NEA-BC DIRECTOR PARTIAL TERM 5.00 0.00 X 0 165280 22035 JOANN P WOOD DIRECTOR PARTIAL TERM 5.00 55.00 X 0 575994 125409 LORI E SIEDBOLDT MD DIRECTOR PARTIAL TERM 5.00 40.00 X 0 145064 2836 WILLIAM A WHITE MD SECRETARY PARITAL TERM 5.00 53.00 X X 0 241994 51245 ANNE KINGSTON REGISTERED NURSE 50.00 0.00 X 103370 0 18018 DANIELLE M NAAS DIRECTOR OF CLINICAL SERVICES 50.00 0.00 X 100977 0 23153 DEBRA NELSON REGISTERED NURSE 50.00 0.00 X 118334 0 17031 322681 3535885 703560 3 0 1 0 AMERICAN NURSING CARE INC 6281 TRI-RIDGE BLVD STE 300 LOVELAND OH 45140 STAFFING 440897 DEACONESS HOME HEALTH LLC 6281 TRI-RIDGE BLVD STE 300 LOVELAND OH 45140 STAFFING 206766 2 NET PATIENT SERVICE RE 621610 4772990 4772990 4772990 21698 21698 4794688 4772990 0 21698 X 109137 81853 27284 2515564 2012451 503113 92465 62876 29589 271029 216823 54206 196672 157338 39334 6200 6200 1181661 1004412 177249 9050 9050 128791 105609 23182 22377 16783 5594 243393 197148 46245 76975 57731 19244 4646 3113 1533 68445 52018 16427 3553 1208 2345 REPAIRS AND MAINTENANCE 44633 29904 14729 BANK CHARGES 3580 3580 COMMUNITY EDUCATION 201 201 DUES & SUB. 129 86 43 943 628 315 4979444 4012812 966632 0 4021093 7736830 610226 654527 9416 43272 3546601 3435864 179182 110737 1639811 1489110 6459728 10034476 606024 715876 1783208 1570566 43063 1398010 2432295 3684452 X 4027433 6350024 4027433 6350024 6459728 10034476 X -184756 2507347 X X 0 1 X 1 0 X 4961 177402 5 0 0 182368 10203815 3573953 3830956 4130036 4772990 26511750 10208776 3751355 3830961 4130036 4772990 26694118 0 0 0 26694118 9580 13473 8654 14273 21698 67678 9580 13473 8654 14273 21698 67678 107771 107771 10326127 3764828 3839615 4144309 4794688 26869567 0.99350 0.97970 0.00250 0.00150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 107,771. 3546601 3435864 110737 110737 RIGHT OF USE ASSETS 1486993 OTHER RECEIVABLE 2117 1489110 DUE TO RELATED PARTIES 1398010 1398010 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, 2023 AND 2022, 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 0 632974 0 174754 0 275514 0 172267 0 37061 0 1292570 0 267465 MARC J FLORENCE DIRECTOR 0 418131 0 95606 0 76679 0 98824 0 37173 0 726413 0 72580 JOANN P WOOD DIRECTOR PARTIAL TERM 0 462273 0 106786 0 6935 0 106362 0 19047 0 701403 0 2691 APRIL TOELLE DO SECRETARY 0 355073 0 0 0 66617 0 25840 0 19634 0 467164 0 0 WILLIAM A WHITE MD SECRETARY PARITAL TERM 0 151976 0 44609 0 45409 0 26812 0 24433 0 293239 0 0 LEIGH ANN GAMBLE MSN NE-BC CHAIR 0 158579 0 23741 0 2113 0 4627 0 28309 0 217369 0 0 TAMMIE GREENWOOD MSN CMM NEA-BC DIRECTOR PARTIAL TERM 0 146281 0 13253 0 5746 0 1400 0 20635 0 187315 0 0 PART I, LINE 4B SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS: SEVERANCE NONQUALIFIED EQUITY-BASED MARC J. FLORENCE $ -0- $ 20,500 $ -0- JAMES PORTER 0 20,500 0 JOANN WOOD 0 20,500 0 WILLIAM A. WHITE 0 15,209 0 LORI SIDBOLDT 0 9,988 0 MARC J. FLORENCE: SUPPLEMENTAL ACCUMULATION ACCOUNT CONTRIBUTIONS OF $77,614. SUPPLEMENTAL ACCUMULATION ACCOUNT PAYOUT OF $72,580. WILLIAM A. WHITE: SUPPLEMENTAL ACCUMULATION ACCOUNT CONTRIBUTIONS OF $21,523. SUPPLEMENTAL ACCUMULATION ACCOUNT PAYOUT OF $21,523. JAMES PORTER: SUPPLEMENTAL ACCUMULATION ACCOUNT CONTRIBUTIONS OF $138,747. SUPPLEMENTAL ACCUMULATION ACCOUNT PAYOUT OF $267,465. JOANN WOOD: SUPPLEMENTAL ACCUMULATION ACCOUNT CONTRIBUTIONS OF $89,782. SUPPLEMENTAL ACCUMULATION ACCOUNT PAYOUT OF $2,691. 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 THE ORGANIZATION IS 100% OWNED BY DEACONESS HEALTH SYSTEMS. FORM 990, PART VI, SECTION A, LINE 7A DEACONESS HEALTH SYSTEMS IS ENTITLED TO APPOINT BOARD MEMBERS. 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 COVERRED 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 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 IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,004,412. MANAGEMENT AND GENERAL EXPENSES 177,249. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,181,661. FORM 990, PART XI, LINE 9: CHANGE IN CAPITAL INVESTMENT 2,507,347. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT: THE BOARD OF MANAGERS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. 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