2024-05-16T15:28:49-07:00 2023-06-30 990 2022-07-01 751633963 VISITING NURSE ASSOCIATION FOUNDATION VISI 2146892691 1420 W Mockingbird Land suite 700 Dallas TX 75247 Katherine Krause President & CEO 2146892691 2024-05-16 Katherine Krause 999009999 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Katherine Krause 1420 W Mockingbird Lane Suite 700 Dallas TX 75247 1507275 0 X vnatexas.org X 1978 TX Promote Community Health Services 20 20 0 100 0 0 622817 0 0 0 327624 1507275 0 0 950441 1507275 0 0 0 0 905484 862520 457757 475694 1146760 525154 551351 1888395 1889565 -937954 -382290 12528246 13998540 7730690 9625572 4797556 4372968 Promote Community Health Services 0 0 0 0 0 None 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 X X Visiting Nurse Association of Texas 2146892679 1420 W Mockingbird Lane Suite 700 Dallas TX 752474975 Katherine Krause President 10 40 X X 0 378386 37922 Chris Culak Vice President 40 10 X 261135 0 47148 Carlton Holland CFO 10 40 X 0 254022 16921 Lori Christensen Chairman 5 0 X X 0 0 0 Victor Elmore Vice Chairman 5 0 X X 0 0 0 Janet Ryan Treasurer 5 0 X X 0 0 0 Meaders Ozarow Secretary 5 0 X X 0 0 0 Sara Fraser Crismon Board Member 1 0 X 0 0 0 Patrick Haggerty Board Member 1 0 X 0 0 0 Nita Clark Board Member 1 0 X 0 0 0 Peggy Millheiser Board Member 1 0 X 0 0 0 Robert Ted Enloe III Board Member 1 0 X 0 0 0 Danny Gow Board Member 1 0 X 0 0 0 Max Lamont Board Member 1 0 X 0 0 0 Kate McClendon Board Member 1 0 X 0 0 0 Karen Pollock Board Member 1 0 X 0 0 0 Lizzie Routman Board Member 1 0 X 0 0 0 John Sears Board Member 1 0 X 0 0 0 Bob Best Board Member 1 0 X 0 0 0 Betsy Eiseman Board Member 1 0 X 0 0 0 Kersten Rettig Board Member 1 0 X 0 0 0 CiCi Weinmann Board Member 1 0 X 0 0 0 261135 632408 101991 1 0 1 0 0 0 0 1507275 1507275 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1507275 1507275 0 0 308283 100000 208283 360269 360269 50073 50073 99715 15000 84715 44180 28246 15934 303119 303119 475694 475694 2001 2001 79994 79994 53811 53811 1155 1155 9447 9447 5808 5808 24662 24662 Postage & Printing 50853 0 0 50853 Telecommunications 18162 0 10000 8162 Equipment Maintenance 2339 0 2339 0 0 1889565 0 742805 1146760 18850 37221 6047 12718 0 18526 12718 12453649 13979775 12528246 13998540 41290 44931 7689400 9580641 7730690 9625572 X 378858 3871 4418698 4369097 4797556 4372968 12528246 13998540 -382290 -42298 0 0 0 0 X 0 1 X 1 1 1 X X 1 Visiting Nurse Association of Texas 750800692 10 1 3000000 0 1 3000000 0 6119 870764 114568 622817 0 1614268 6119 870764 114568 622817 0 1614268 1614268 853015 176446 158114 327624 1889565 3404764 5019032 0.32163 0.47204 X 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 12718 0 0 12718 0 0 0 0 12718 Equities 9690958 F Mutual Funds 4288817 F 13979775 0 Intercompany VNA 9580641 9580641 0 X X X 0 1 0 0 0 0 0 0 0 Katherine Krause President 0 294363 0 64523 0 0 0 19500 0 37922 0 416308 0 0 Chris Culak Vice President 213785 0 27850 0 0 0 19500 0 27648 0 288783 0 0 0 Carlton Holland CFO 0 225999 0 28023 0 0 0 0 0 16921 0 270943 0 0 Schedule J, Part I, Line 3 An Executive Compensation Review is performed periodically by an outside compensation consulting firm under the direction of VNA's Board of Directors. The firm analyzes VNA's CEO and appointed officers compensation along with key employees of VNF and compares it to organizations of similar size and complexity. The Board of Directors determines CEO and officers compensation based on the report. The last such report was prepared in 2018 by Longenecker and Associates of Houston, Texas. Schedule J, Part I, Line 4 All key employees are offered the opportunity to defer up to the IRS limit amounts into a 457B Plan. Katherine Krause and Chris Culak elected to defer part of their compensation Form 990, Part VI, Section A, Line 6 VNF's Board of Directors is elected by its governing board to multi-year terms Form 990, Part VI, Section B, Line 11b Form 990 is reviewed by VNA's Executive & Finance Committees Form 990, Part VI, Section B, Line 12c All Directors and key employees are required annually to complete a conflict of interest policy Form 990, Part VI, Section B, Line 15 An Executive Compensation Review is performed periodically by an outside compensation consulting firm under the direction of VNA's Board of Directors. The firm analyzes VNA's CEO and appointed officers compensation along with key employees of VNF and compares it to organizations of similar size and complexity. The Board of Directors determines CEO and officers compensation based on the report. The last such report was prepared in 2018 by Longenecker and Associates of Houston, Texas Form 990, Part VI, Section C, Line 19 All documents will be made available by request through VNA's website or through a telephone call directly to VNA's development department Visiting Nurse Association of Texas 1420 W Mockingbird Lane Dallas TX 75247 750800692 Caring for the Sick and Elderly TX 501(c)(3) line 9 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Visiting Nurse Association of Texas n 600000 Sharing of common building at 1420 Mockingbird Lane Dallas Texas Visiting Nurse Association of Texas o 150000 Sharing of employees with VNA Visiting Nurse Association of Texas q 2000000 Operating expenses are paid by VNA through shared Operating Cash Account An application for extension was filed and accepted by the IRS