2025-05-02T10:16:50-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 5550 WILD ROSE LANE SUITE 300 WEST DES MOINES IA 50266 990 2023-07-01 420680446 VISITING NURSE SERVICES OF IOWA VISI 5152743400 3000 EASTON BLVD DES MOINES IA 50317 TRAY WADE PRESIDENT AND CEO 5152743400 2025-04-17 1 0 ASHLEY R MAHONEY P01603680 5152224400 2025-04-17 2023 2025-03-06 01:10:19Z EVERYSTEP TRAY WADE 3000 EASTON BLVD DES MOINES IA 50317 31374851 0 X WWW. EVERYSTEP.ORG X 1908 IA THE MISSION OF VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP, IS TO EMPOWER INDIVIDUALS, SUPPORT FAMILIES AND STRENGTHEN COMMUNITIES. 18 18 474 743 0 0 9235411 9431488 21477692 21224224 50237 0 622728 719139 31386068 31374851 22912 30182 0 0 23619653 23191362 0 0 939504 12513846 12547106 36156411 35768650 -4770343 -4393799 33195557 35077449 9131240 11490042 24064317 23587407 X THE MISSION OF VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP, IS TO EMPOWER INDIVIDUALS, SUPPORT FAMILIES, AND STRENGTHEN COMMUNITIES. 0 0 13563016 12044 6384095 EVERYSTEP IS DEDICATED TO EMPOWERING INDIVIDUALS, SUPPORTING FAMILIES, AND STRENGTHENING COMMUNITIES THROUGH THE PROMOTION OF HEALTH AND HEALTH-RELATED SERVICES, INCLUDING A NUMBER OF COMMUNITY HEALTH PROGRAMS FOCUSED ON THE WELLBEING OF CHILDREN, MOTHERS, SENIORS AND INDIVIDUALS AND FAMILIES OF ALL TYPES, FROM BIRTH TO THE END OF LIFE. HOSPICE OF CENTRAL IOWA FOUNDATION, DBA EVERYSTEP FOUNDATION, PROVIDES SUPPORT FOR THE PROGRAMS OF EVERYSTEP. 6299367 8021 6330611 ADULT HEALTH SERVICES: THE PROMOTION OF HEALTH AND HEALTH-RELATED SERVICES, INCLUDING PALLIATIVE CARE, END OF LIFE CARE SERVICES, NURSE CASE MANAGEMENT SERVICES, AND HOME VISITING FOR ADULTS WITH CHRONIC AND ACUTE HEALTH ISSUES; A VOLUNTEER PROGRAM PROVIDING COMPANIONSHIP AND ASSISTANCE WITH TRANSPORTATION FOR ADULTS; AND PROVIDING HOME HEALTH AIDE ASSISTANCE. THE PROVISION OF THESE SERVICES UNDER EVERYSTEP AND EVERYSTEP FOUNDATION ARE ABLE TO COMBINE EXPERTISE AND RESOURCES TO OPERATE EFFICIENTLY, ALLOWING THEM THE ABILITY TO OFFER A STRONGER CONTINUUM OF CARE, FROM BIRTH TO END OF LIFE. TOGETHER, THE TWO ORGANIZATIONS ARE WELL-POSITIONED FOR LONG-TERM STABILITY AND STRENGTH IN THE FACE OF CURRENT ECONOMIC REALITIES 4880591 6214 5300046 FAMILY HEALTH SERVICES: FAMILY HEALTH SERVICES INCLUDE INTENSIVE CASE MANAGEMENT OF FAMILIES AT RISK FOR POOR OUTCOMES. SERVICES INCLUDE WORKING WITH PREGNANT TEENS TO ACHIEVE HEALTHY BIRTH OUTCOMES; NURSE FAMILY PARTNERSHIP WITH FIRST-TIME LOW-INCOME PREGNANT AND PARENTING WOMEN; HOME VISITING TO ASSESS HEALTH AND HUMAN SERVICE'S NEEDS; PROVIDING PARENT EDUCATION; MAKING APPROPRIATE COMMUNITY REFERRALS FOR SERVICES; COMPLETING DEVELOPMENTAL SCREENINGS AND PROVIDING APPROPRIATE FOLLOW-UP; ASSISTING WITH A READING PROGRAM FOR INCARCERATED PARENTS; PROVIDING AND ASSISTING FAMILIES IN COMPLETING HEALTHY BEHAVIORS (FAMILY NEST) AND GRIEF AND LOSS SUPPORT. 3064557 3903 3209472 MATERNAL AND CHILD HEALTH SERVICES:MATERNAL AND CHILD HEALTH SERVICES INCLUDE THE PROVISION OF SERVICES FOR WOMEN, INFANTS, CHILDREN AND FAMILIES FOCUSING ON HEALTH PROMOTION, DISEASE PREVENTION, THE REDUCTION OF INFANT MORTALITY ENHANCING SCHOOL READINESS PROMOTION OF SELF SUFFICIENCY AND ON THE PREVENTION OF CHILD ABUSE. ACTIVITIES INCLUDE HOME VISITING AND PARENT EDUCATION, DOULA SERVICES, PROVIDING DEVELOPMENTAL SCREENINGS AND APPROPRIATE FOLLOWUP ACCESS TO DENTAL SERVICES ACCESS TO A MEDICAL HOME REFERRALS TO SERVICES IN THE COMMUNITY CONNECTION TO EARLY ACCESS SERVICES ACROSS THE STATE OF IOWA ACCESS TO WRAPAROUND SERVICES FOR SEVERE EMOTIONALLY DISTURBED CHILDREN CONNECTION TO MENTAL HEALTH RESOURCES ASSISTING CHILD CARE PROVIDERS WITH THE QUALITY RATING SYSTEM COMPLETING IMMUNIZATION AUDITS ACCESS TO A HEALTHY BEHAVIORS PROGRAM (STORK'S NEST) AND PARTICIPATION IN A RESEARCH STUDY THAT EXAMINES THE EFFECTS OF ENVIRONMENTAL INFLUENCES ON THE HEALTH AND DEVELOPMENT OF CHILDREN. OCCUPATIONAL HEALTH SERVICES OCCUPATIONAL HEALTH SERVICES INCLUDE THE PROVISION OF FLU AND IMMUNIZATION CLINICS, BLOOD PRESSURE CLINICS, COMMUNITY WELLNESS CLINICS, HEALTH RISK ASSESSMENT ACTIVITIES, PROVISION OF PHYSICAL EXAMS, AND OTHER ACTIVITIES GEARED TOWARD WELLNESS PROMOTION AND ILLNESS PREVENTION. 3064557 3903 3209472 27807531 1 1 0 1 0 0 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 63 0 474 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X TRAY WADE 5153334246 3000 EASTON BLVD DES MOINES IA 50317 DAVE BRIDGEWATER CHAIR 1.00 2.00 X X 0 0 0 PHIL STOVER CHAIR-ELECT 1.00 2.00 X X 0 0 0 STEVE SCHAAF SECRETARY 1.00 2.00 X X 0 0 0 LIL WATERS TREASURER 1.00 2.00 X X 0 0 0 BRANDON FOLDES BOARD OF TRUSTEES CHAIR 1.00 2.00 X X 0 0 0 KERRY ADAWAY DIRECTOR 1.00 2.00 X 0 0 0 PAT BARRY DIRECTOR 1.00 2.00 X 0 0 0 JUAN CARLOS CADENILLAS DIRECTOR 1.00 2.00 X 0 0 0 ED COX DIRECTOR 1.00 2.00 X 0 0 0 MIKE GEHRINGER DIRECTOR 1.00 2.00 X 0 0 0 MARK HASEK DIRECTOR 1.00 2.00 X 0 0 0 JON LEFRANDT DIRECTOR 1.00 2.00 X 0 0 0 LINDSAY RACEY DIRECTOR 1.00 2.00 X 0 0 0 JUDY RALSTON-HANSEN DIRECTOR 1.00 2.00 X 0 0 0 PAM SCHOFFNER DIRECTOR 1.00 2.00 X 0 0 0 CORALYNN TREWET DIRECTOR 1.00 2.00 X 0 0 0 MISSY WALTER DIRECTOR 1.00 2.00 X 0 0 0 KATIE WENGERT DIRECTOR 1.00 2.00 X 0 0 0 TRAY WADE PRESIDENT & CEO 40.00 6.00 X 342078 0 24750 LYNN MICHL CFO THRU JAN 2024 40.00 6.00 X 186898 0 31818 THOMAS MOUSER CHIEF MEDICAL OFFICER 40.00 0.00 X 315083 0 41815 JULIE MATTERNAS EXECUTIVE DIRECTOR OF FOUNDATION 0.00 40.00 X 135364 0 15599 SAY BACCAM FINANCE & ACCOUNTING DIRECTOR 40.00 0.00 X 122408 0 4665 ERIN DYKES VP OF CLINICAL SERVICES 40.00 0.00 X 128523 0 36558 JOHN CEJKA RN 40.00 0.00 X 108022 0 17753 ROSE STILES RN 40.00 0.00 X 117649 0 11223 1456025 0 184181 8 0 1 0 REHABVISIONS 11623 ARBOR STREET OMAHA NE 68144 CONTRACTED THERAPY SERVICES 931922 QUALIS MANAGEMENT LLC 3801 SUSET AVE ROCKY MOUNT NC 27804 MANAGEMENT SERVICES 544375 DBL EAGLE THERAPY SERVICES LLC 1826 YALE AVE WHAT CHEER IA 50268 CONTRACTED THERAPY SERVICES 292005 CAPITAL IDEAS 227 GLENVIEW DRIVE DES MOINES IA 50312 ADVERTISING SERVICES 280827 WARREN COUNTY HEALTH SERVICES 301 N BUXTON SUITE 203 INDIANOLA IA 50266 HEALTH CARE SERVICES 253446 17 1211011 8220477 9431488 PATIENT & PROGRAM SERVICES 624100 21224224 21224224 21224224 675610 0 675610 675610 MISCELLANEOUS REVENUE 900099 43529 43529 43529 31374851 21224224 0 719139 30182 30182 822403 699043 123360 18793206 15110787 3406747 275672 413703 295544 112464 5695 1768511 1271649 473356 23506 1393539 1095287 277847 20405 115702 115702 15000 15000 1738196 1125361 593881 18954 740373 151252 75027 514094 520631 350203 147225 23203 527696 341647 180295 5754 711179 467655 243524 1274709 1255655 16680 2374 132447 89482 42965 299718 299718 814650 318470 496180 267576 175952 91624 OTHER PATIENT CARE 2139674 2135216 4458 PHARMACY AND NURSING SU 1663564 1648264 15300 CLIENT INSTRUCTIONAL 1102982 1067537 35445 EMPLOYMENT EXPENSES 272814 100733 143926 28155 210195 77612 110891 21692 35768650 27807531 7021615 939504 681553 742013 2776798 2268207 2087883 1352830 642 9766 389708 319706 18497847 10018085 9191475 8479762 17399387 21316300 668111 588865 33195557 35077449 4505651 5290345 227160 195622 4398429 6004075 9131240 11490042 X 6664930 2271107 17399387 21316300 24064317 23587407 33195557 35077449 X -4393799 -24 3916913 X 0 1 X 1 1 1 X 9021503 13207966 13537361 9235411 9431488 54433729 9021503 13207966 13537361 9235411 9431488 54433729 54433729 101707 1 101708 1463 1343 51998 43529 98333 54633770 104963381 0.99630 0.99710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,463. 2020 AMOUNT: $ 1,343. 2021 AMOUNT: $ 51,998. 2023 AMOUNT: $ 43,529. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15000 15000 0 PART II-B, LINE 1: THE ORGANIZATION CONTRACTS WITH ADVOCACY STRATEGIES, LLC TO PROVIDE GOVERNMENT RELATIONS SERVICES REATED TO INTERACTIONS WITH IOWA STATE GOVERNMENT, LEGISLATIVE AND/OR REGULATORY AGENCIES WITH RESPECT TO FUNDING FOR GENERAL HEALTH AND APPROPRIATIONS ISSUES AS REQUESTED BY VNS INCLUDING, BUT NOT LIMITED TO MEDICAID, NON-PROFIT ORGANIZATION ISSUES AND OTHER ISSUES THAT IMPACT THE ORGANIZATION. THE LOBBYING ACTIVITIES INCLUDE: ASSISTANCE IN PREPARING AN ANNUAL LEGISLATIVE AGENDA FOR THE ORGANIZATION; SCHEDULING PRE-SESSION MEETINGS WITH LEGISLATORS TO DISCUSS THE ORGANIZATION'S PRIORITIES; DAILY CONTACT DURING THE LEGILATIVE SESSION WITH UPDATES ON BILLS AND DECLARING THE ORGANIZATION'S POSITION; SCHEDULNG MEETINGS WITH STATE GOVERNMENTAL ORGANIZATIONS, AND PROVIDING WEEKLY WRITTEN REPORTS DURING THE LEGISLATIVE SESSION. 8529675 352947 853000 171063 9564559 7970639 135851 833787 410602 8529675 8940239 17917 -948813 38704 7970639 6845931 281505 1875803 0 8940239 6910699 276730 285904 627402 6845931 0.94800 0.05200 0.00000 0 1 1 1068532 1068532 12161232 5540072 6621160 6766 6766 0 3796442 3062160 734282 1464875 1409087 55788 8479762 BENEFICIAL INTEREST IN NET ASSETS HELD BY EVERYSTEP FOUNDATION 21316300 F 21316300 SHORT-TERM NOTES PAYABLE 5608509 OPERATING RIGHT OF USE LIABILITY 343421 DUE TO EVERYSTEP FOUNDATION 52145 6004075 X 31374851 0 31374851 0 31374851 35768650 0 35768650 0 35768650 PART X, LINE 2: THE ORGANIZATION AND ITS AFFILIATES ARE EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND CORRESPONDING STATE TAX LAW. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL OR STATE INCOME TAXES. U.S. GAAP REQUIRES THAT A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE ORGANIZATION'S FORMS 990 HAVE NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS) OR THE STATE OF IOWA FOR THE LAST THREE YEARS. THE ORGANIZATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE ORGANIZATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2024 OR 2023. 1 QUALITY OF LIFE GRANTS 32 0 30182 COST MISCELLANEOUS NON-CARE ITEMS PART I, LINE 2: VISITING NURSE SERVICES OF IOWA ("EVERYSTEP") MAINTAINS A QUALITY OF LIFE FUND TO PROVIDE SERVICES AND/OR ITEMS NOT COVERED UNDER PER DIEM REIMBURSEMENT FOR HOSPICE CARE TO PATIENTS IN NEED AND TO PROVIDE OCCASIONAL SMALL LIFE AMENITIES THAT ENHANCE PATIENTS AND FAMILIES' QUALITY OF LIFE. ALL EVERYSTEP PATIENTS ARE ELIGIBLE FOR QUALITY OF LIFE FUND BENEFITS, AND ALL ATTEMPTS ARE MADE TO UTILIZE COMMUNITY RESOURCES PRIOR TO USING THE QUALITY OF LIFE FUND. BEST EFFORTS ARE USED TO ENSURE THAT THE ASSISTANCE IS PROVIDED FOR PATIENTS IN NEED AND WITHOUT OTHER MEANS OF ASSISTANCE OR ACCESS TO OTHER BENEFACTORS, AND THAT THE USE AND CIRCUMSTANCES FOR THE FUNDS ARE CONSISTENT. THE AMOUNT OF FUNDS PROVIDED IS DETERMINED BY THE HOSPICE FO CENTRAL IOWA FOUNDATION BOARD OF TRUSTEES WITHIN ITS ANNUAL BUDGET. REPORTS OF FUND EXPENDITURES ARE SUBMITTED TO THE BOARD OF TRUSTEES ON THE STATEMENT OF REVENUES AND EXPENSES. ANY STAFF MEMBER MAY SUBMIT A WRITTEN OR VERBAL REQUEST FOR UTILIZATION OF QUALITY OF LIFE FUNDS. REQUESTS FOR LESS THAN $100 ARE APPROVED BY THE PATIENT'S TEAM DIRECTOR. REQUESTS FOR MORE THAN $100 ARE APPROVED BY A MEMBER OF THE EXECUTIVE TEAM, WHO ALSO ENSURES THAT APPROPRIATE OVERSIGHT AND REVIEW ARE CONDUCTED. X X X 0 0 0 0 0 0 0 0 0 TRAY WADE PRESIDENT & CEO 322439 0 19639 0 0 0 9900 0 14850 0 366828 0 0 0 THOMAS MOUSER CHIEF MEDICAL OFFICER 310083 0 5000 0 0 0 9623 0 32192 0 356898 0 0 0 LYNN MICHL CFO THRU JAN 2024 186898 0 0 0 0 0 6237 0 25581 0 218716 0 0 0 ERIN DYKES VP OF CLINICAL SERVICES 123523 0 5000 0 0 0 4774 0 31784 0 165081 0 0 0 JULIE MATTERNAS EXECUTIVE DIRECTOR OF FOUNDATION 112101 0 23263 0 0 0 4091 0 11508 0 150963 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 ORIGINALLY, BOARD MEMBERS COULD SERVE (2), THREE-YEAR CONSECUTIVE TERMS ON THE BOARD. AFTER THE CHANGE, BOARD MEMBERS CAN NOW SERVE THREE (3), THREE-YEAR CONSECUTIVE TERMS. FORM 990, PART VI, SECTION B, LINE 11B ACCOUNTING & FINANCE DIRECTOR WILL COMPILE INFORMATION FROM OTHER DEPARTMENT LEADERS (IT, HR, FOUNDATION, COMPLIANCE, ETC.). SUPPORTING DOCUMENTATION WILL BE REVIEWED FOR RELEVANCE AND ACCURACY AND DATA WILL BE ENTERED BY ACCOUNTING & FINANCE DIRECTOR. DATA ENTERED REVIEWED BY DIRECTOR AND CFO PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS AN ELECTRONIC, AUTOMATED SYSTEM THAT HAS BEEN BUILT FOR POLICY MANAGEMENT. WITHIN THE SYSTEM, EACH POLICY IS SCHEDULED TO BE REVIEWED ONCE A YEAR, EVERY TWO YEARS, OR EVERY THREE YEARS. THIS FREQUENCY TYPICALLY DEPENDS ON REGULATORY REQUIREMENTS. WE UTILIZE OUR LEADERS AND SUBJECT MATTER EXPERTS TO REVIEW THE CONTENT OF THE POLICIES AND UPDATE ACCORDINGLY. IF THERE ARE ANY REGULATORY CHANGES THAT COME THROUGH, WE WILL EITHER UPDATE AN EXISTING POLICY, OR CREATE A NEW POLICY. ALL NEW POLICIES, AND POLICY CHANGES ARE REFLECTED MONTHLY IN OUR ELECTRONIC PLATFORM, SO ALL STAFF ARE MADE AWARE OF CHANGES. HIGH PRIORITY POLICIES, SUCH AS FRAUD, WASTE, AND ABUSE, ARE ACKNOWLEDGED BY STAFF ANNUALLY IN OUR LEARNING MANAGEMENT SYSTEM. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION ANALYSIS WAS COMPLETED BY NEWPORT RETIREMENT SERVICES TO DETERMINE REASONABLENESS OF KEY EMPLOYEE COMPENSATION. RESULTS ARE SHARED WITH THE BOARD, WHO APPROVES CEO COMPENSATION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE MOST CURRENT AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST 3,916,913. HOSPICE OF CENTRAL IOWA DBA EVERYSTEP HCI CARE SERVICES 3000 EASTON BOULEVARD DES MOINES IA 50317 421093718 HOSPICE/HEALTH CARE IA 501(C)(3) LINE 10 HCI VNC CARE SERVICES 0 HCI VNS CARE SERVICES DBA EVERYSTEP 3000 EASTON BOULEVARD DES MOINES IA 50317 455189289 ADMINISTRATIVE AND MANAGEMENT SERVICES (MSO) IA 501(C)(3) LINE 12B, II N/A 0 HOSPICE OF CENTRAL IOWA FOUNDATION DBA EVERYSTEP FOUNDATION HCI FOUNDATION 3000 EASTON BOULEVARD DES MOINES IA 50317 421239748 FUNDRAISING FOR HOSPICE OF CENTRAL IOWA AND VISITING NURSE SERVICES OF IOWA IA 501(C)(3) LINE 7 VISITING NURSE SERVICES OF IOWA 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 HOSPICE OF CENTRAL IOWA FOUNDATION C 1211011 FMV HOSPICE OF CENTRAL IOWA FOUNDATION Q 120000 FMV HOSPICE OF CENTRAL IOWA FOUNDATION E 52144 FMV