2025-10-31T09:49:04-05:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-01-01 042880108 VNA Care Management Resources Inc VNAC 5087860693 67 Millbrook Street 500 North Worcester MA 01606 Stephen Gut Interim CEO/CFO 5087860693 2025-10-29 1 1 Joseph R Byrne P01289281 2077752387 2025-10-29 2024 2025-03-06 01:10:19Z Stephen Gut 67 Millbrook Street 500 North Worcester MA 01606 17228631 0 X www.vnacare.org X 1984 MA Providing management services to related tax-exempt 501(c)(3) organizations. 14 12 166 12 0 0 0 0 19930845 17228631 0 0 0 0 19930845 17228631 0 0 0 0 13184756 12313223 0 0 833948 6746078 4915408 19930834 17228631 11 0 44370230 50173925 44562323 50366018 -192093 -192093 Providing management services to related tax-exempt 501(c)(3) organizations. 0 0 6309124 17228631 Providing administrative management services to related tax-exempt 501(c)(3) organizations. 6309124 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 15 0 1 166 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X Stephen Gut 5087860693 333 Turnpike Road Southborough MA 01772 Smeeta Teckchandani Chair 0.50 2.50 X X 0 0 0 Renee L Harper First Vice Chair 0.50 2.50 X X 0 0 0 Katharine Bolland Eshghi Clerk 0.50 2.00 X X 0 0 0 Rita Advani Board Member 0.50 2.00 X 0 0 0 James Cosgrove Board Member 0.50 2.00 X 0 0 0 Jane Flagler Fogg MD Board Member 0.50 2.00 X 0 0 0 Linda Hope-Springer Board Member 0.50 2.50 X 0 0 0 Laura Lee MD Board Member 0.50 2.00 X 0 0 0 Michael E Morris Board Member 0.50 2.00 X 0 0 0 Deborah Morsi Board Member 0.50 2.50 X 0 0 0 Abhijeet Nadkarni Board Member 0.50 2.00 X 0 0 0 Rebeca C Perez Board Member 0.50 2.00 X 0 0 0 Todd Rose President/CEO 1.00 39.00 X X 0 359688 45358 Stephen Gut CFO/Treasurer 1.00 39.00 X X 0 236276 29844 Jane Pike-Benton Past Chief Clinical Officer/COO 1.00 39.00 X 0 249931 23257 David Rose Chief People Officer 1.00 39.00 X 0 217364 4397 Bryan Kaplan Director/Analytics/Solutions Arch. 40.00 0.00 X 165488 0 6838 Pamela Anderson Director/Project Management 40.00 0.00 X 133523 0 15351 Michele Rosenthal Director/Education/Professional Dev. 40.00 0.00 X 133461 0 650 Donna Beck Director/HIM 40.00 0.00 X 125427 0 2435 Shamala Rao Clinical Informatics Nurse 40.00 0.00 X 123770 0 2412 681669 1063259 130542 17 0 1 0 Wellsky PO Box 207613 Dallas TX 753207613 Coding Services 632006 HCHB 6688 N Central Expressway Ste 800 Dallas TX 75206 Billing System Services 606572 Daymark 9393 W 110th St Ste 100 Overland Park KS 66210 Coding Services 525043 Forcura Dept 2132 PO Box 122132 Dallas TX 753122132 Cloud Based Management Services 333918 Jackson Lewis PO Box 416019 Boston MA 022416019 Legal Services 141653 14 Management Fees 561000 17228631 17228631 17228631 17228631 17228631 0 0 9373216 3544566 5446432 382218 92121 34840 53522 3759 2181202 824931 1267278 88993 666684 252140 387343 27201 149740 143631 6109 236940 227273 9667 1244084 470513 722812 50759 136223 136223 1449717 548283 842286 59148 1343993 508299 780859 54835 75019 28372 43586 3061 51003 19289 29633 2081 6545 2475 3803 267 111971 42347 65056 4568 Other Expenses 110173 33069 72045 5059 17228631 6309124 10085559 833948 X 19243 360857 76000 62 365451 427191 653175 429695 335451 223480 43574085 49162335 44370230 50173925 2107089 2488637 42455234 47877381 44562323 50366018 X -192093 -192093 -192093 -192093 44370230 50173925 0 0 X 0 1 X 1 0 X X 1 VNA Care Network Foundation Inc 042794849 7 1 0 0 1 0 0 1.00000 0.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 52311 30525 21786 600864 399170 201694 223480 Due from Affiliates 49162335 49162335 Due to Affiliates 47877381 47877381 X Part X, Line 2: The Association consists of public charities under Section 501(c)(3) of the Internal Revenue Code (IRC). As public charities, the Association is exempt from state and federal income taxes on income earned in accordance with its tax-exempt purpose. Unrelated business income is subject to state and federal income tax. Management has evaluated the Association's tax positions and concluded that there is no unrelated business income or uncertain tax positions that require adjustment to the consolidated financial statements. 0 0 0 0 0 0 0 0 0 Todd Rose President/CEO 0 359688 0 0 0 0 0 7461 0 37897 0 405046 0 0 Jane Pike-Benton Past Chief Clinical Officer/COO 0 227699 0 0 0 22232 0 4579 0 18678 0 273188 0 0 Stephen Gut CFO/Treasurer 0 236276 0 0 0 0 0 4938 0 24906 0 266120 0 0 David Rose Chief People Officer 0 217364 0 0 0 0 0 3640 0 757 0 221761 0 0 Bryan Kaplan Director/Analytics/Solutions Arch. 165488 0 0 0 0 0 6838 0 0 0 172326 0 0 0 Part I, Line 3 The Executive Compensation Committee is made up of independent board members of parent organization, VNA Care Network Foundation, Inc. The committee obtains a competitive salary survey from an outside independent source. The Executive Compensation Committee then deliberates and decides on the executive compensation. Form 990, Part VI, Section A, line 6 The sole corporate member shall be VNA Care Network Foundation, Inc. acting through its board of directors except as otherwise provided herein. Form 990, Part VI, Section A, line 7a The VNA Care Network Foundation, Inc. shall elect and may remove or suspend directors, shall have all rights to vote with respect to the affairs of the corporation, and shall have such other powers as provided by law, the Articles of Organization or the By-Laws. Form 990, Part VI, Section A, line 7b The VNA Care Network Foundation, Inc. shall elect and may remove or suspend directors, shall have all rights to vote with respect to the affairs of the corporation, and shall have such other powers as provided by law, the Articles of Organization or the By-Laws. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by the independent accountants and reviewed by the CEO and CFO and sent to the finance committee for review. The finance committee presents the Form 990 to the board for approval. Form 990, Part VI, Section B, line 12c Annually the board is asked to sign a conflict of interest statement. Also, at the beginning of all board meetings the board chair asks if there are any conflicts with any of the agenda items. Form 990, Part VI, Section B, line 15 The Executive Compensation Committee is made up of independent board members. The committee obtains a competitive salary survey from an outside independent source. The Executive Compensation Committee then deliberates and decides on the executive compensation. Other officers and key employees salaries are determined by the CEO and the Executive Compensation Committee based on comparable data that was obtained by a competitive salary survey from an outside independent source. Form 990, Part VI, Section C, line 19 Consolidated financial statements of VNA Care Foundation and Affiliates is attached to the MA Form PC filed with the Attorney General's Office, which is open to public inspection. The Articles of Organization are available at the Massachusetts Secretary of State's Office, including on-line. Other governing documents and the conflicts of interest policy are not generally available to the public. Requests for copies of such documents are considered on a case by case basis. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: VNA Care Management Resources, Inc. 67 Millbrook Street, 500 North Worcester, MA, 01606 EIN: 04-2880108 VNA Care Management Resources, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). VNA Care Network Foundation Inc 67 Millbrook Street 500 North Worcester MA 01606 042794849 Raise Funds and Manage Investment for Affiliates MA 501(c)(3) Line 7 N/A 0 Visiting Nurse Assoication of Boston Inc 67 Millbrook Street 500 North Worcester MA 01606 042105800 Home Health Care Services MA 501(c)(3) Line 10 VNA Care Network Foundation Inc 0 VNA Care Hospice Inc 67 Millbrook Street 500 North Worcester MA 01606 043217872 Hospice and Palliative Care Services MA 501(c)(3) Line 10 VNA Care Network Foundation Inc 0 VNA Care Network Inc 67 Millbrook Street 500 North Worcester MA 01606 042103825 Home Health Care Services MA 501(c)(3) Line 10 VNA Care Network Foundation Inc 0 VNA Care Advantage Inc 67 Millbrook Street 500 North Worcester MA 01606 042953171 Private Duty Nursing Services MA 501(c)(3) Line 10 VNA Care Network Foundation Inc 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0