2026-02-12T08:33:35-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-07-01 420680446 VISITING NURSE SERVICES OF IOWA VISI 5152743400 3000 EASTON BLVD DES MOINES IA 50317 TRAY WADE PRESIDENT AND CEO 5152743400 2026-02-10 1 1 KRISTEN DONLEVY P01670215 4144761880 2026-02-10 2024 2025-03-06 01:10:19Z EVERYSTEP TRAY WADE 3000 EASTON BLVD DES MOINES IA 50317 30413870 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 18 441 956 0 0 9431488 9140711 21224224 20456720 0 0 719139 816439 31374851 30413870 30182 66360 0 0 23191362 22922632 0 0 783138 12547106 9803239 35768650 32792231 -4393799 -2378361 35077449 29635677 11490042 6541070 23587407 23094607 X THE MISSION OF VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP, IS TO EMPOWER INDIVIDUALS, SUPPORT FAMILIES, AND STRENGTHEN COMMUNITIES. 0 0 11570084 59773 5627529 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. 6202078 50 6276438 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 4876267 667 5136502 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. 2789793 5870 3416251 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. 2789793 5870 3416251 25438222 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 87 0 441 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DANIELLE MARTIN 5153334246 3000 EASTON BLVD DES MOINES IA 50317 STEVE SCHAAF CHAIR 1.00 2.00 X X 0 0 0 DAVE BRIDGEWATER PAST CHAIR 1.00 2.00 X X 0 0 0 PAM SCHOFFNER 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 LARRY SEVERIDT MD DIRECTOR 1.00 2.00 X 0 0 0 PHIL STOVER DIRECTOR 1.00 2.00 X 0 0 0 CORALYNN TREWET DIRECTOR 1.00 2.00 X 0 0 0 MISSY WALTER DIRECTOR (THROUGH 1/25) 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 368845 0 25327 KARL VILUMS CFO (THROUGH 12/24) 40.00 6.00 X 177963 0 16725 THOMAS MOUSER CHIEF MEDICAL OFFICER 40.00 0.00 X 343707 0 18536 JULIE MATTERNAS EXECUTIVE DIRECTOR OF FOUN 0.00 40.00 X 137139 0 16357 SAY BACCAM FINANCE & ACCOUNTING DIREC 40.00 0.00 X 122408 0 4769 ERIN DYKES VP OF CLINICAL SERVICES (THRU 1/25) 40.00 0.00 X 127308 0 36572 JOHN CEJKA RN 40.00 0.00 X 114266 0 2366 LEANN UHLENHOPP ASST. VP OF CLINICAL SERVICES 40.00 0.00 X 116061 0 4400 1507697 0 125052 8 0 1 0 REHABVISIONS 11623 ARBOR STREET OMAHA NE 68144 CONTRACTED THERAPY SERVICES 816974 QUALIS MANAGEMENT LLC PO BOX 844740 BOSTON MA 02284 DME MANAGEMENT SOFTWARE 528084 FLYNN WRIGHT 1408 LOCUST STREET DES MOINES IA 50309 MARKETING SERVICES 236972 DBL EAGLE THERAPY SERVICES LLC 3801 NW 63RD STREET OKLAHOMA OK 73116 CONTRACTED THERAPY SERVICES 168218 QCI 4300 WESTOWN PKWY SUITE 150 WEST DES MOINES IA 50266 INFORMATIONAL TECHNOLOGY SERVICES 161566 7 1528866 7514781 97064 9140711 PATIENT & PROGRAM SERVICES 624100 20456720 20456720 20456720 731371 0 731371 731371 MISCELLANEOUS REVENUE 900099 85068 85068 85068 30413870 20456720 0 816439 66360 66360 912083 775271 136812 18327220 14730794 3325893 270533 478905 342274 130054 6577 1791451 1289986 477841 23624 1412973 1110562 281722 20689 106939 106939 17083 17083 1471280 972457 482831 15992 622283 144186 72193 405904 448523 300427 126762 21334 367061 237647 125412 4002 725204 476878 248326 1214900 1196739 15898 2263 186972 126319 60653 357419 357419 669128 261581 407547 265031 174278 90753 PHARMACY AND NURSING SU 1230164 1218452 11712 OTHER PATIENT CARE 1058613 1056407 2206 CLIENT INSTRUCTIONAL 944222 913879 30343 EMPLOYMENT EXPENSES 49873 18415 26311 5147 68544 25310 36161 7073 32792231 25438222 6570871 783138 742013 488555 2268207 1804364 1352830 1084981 9766 6782 319706 397622 18606514 10687214 8479762 7919300 21316300 17110523 588865 823550 35077449 29635677 5290345 3619035 195622 99556 6004075 2822479 11490042 6541070 X 2271107 5984084 21316300 17110523 23587407 23094607 35077449 29635677 X -2378361 1885561 X 0 1 X 1 1 1 X 13207966 13537361 9235411 9431488 9140711 54552937 13207966 13537361 9235411 9431488 9140711 54552937 54552937 1 1 1343 51998 43529 85068 181938 54734876 107005043 0.99670 0.99630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,343. 2021 AMOUNT: $ 51,998. 2023 AMOUNT: $ 43,529. 2024 AMOUNT: $ 85,068. 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 17083 17083 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. 9564559 638937 235689 429000 10010185 8529675 352947 853000 171063 9564559 7970639 135851 833787 410602 8529675 8940239 17917 -948813 38704 7970639 6845931 281505 1875803 8940239 0.94743 0.05257 0.00000 0 1 1 1068532 1068532 12174784 5909292 6265492 6766 6766 0 3870757 3351899 518858 1485675 1419257 66418 7919300 BENEFICIAL INTEREST IN NET ASSETS HELD BY EVERYSTEP FOUNDATION 17110523 F 17110523 SHORT-TERM NOTES PAYABLE 2608000 OPERATING RIGHT OF USE LIABILITY 214479 2822479 X 30413870 0 30413870 0 30413870 32792231 0 32792231 0 32792231 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, 2025 OR 2024. 1 QUALITY OF LIFE GRANTS 70 0 66360 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 328845 0 40000 0 0 0 10350 0 14977 0 394172 0 0 0 THOMAS MOUSER CHIEF MEDICAL OFFICER 328707 0 15000 0 0 0 10078 0 8458 0 362243 0 0 0 KARL VILUMS CFO (THROUGH 12/24) 177963 0 0 0 0 0 2272 0 14453 0 194688 0 0 0 ERIN DYKES VP OF CLINICAL SERVICES (THRU 1/25) 127308 0 0 0 0 0 4938 0 31634 0 163880 0 0 0 JULIE MATTERNAS EXECUTIVE DIRECTOR OF FOUN 114487 0 22652 0 0 0 4193 0 12164 0 153496 0 0 0 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 WILL BE 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 -4,205,777. NET ASSET TRANSFER 6,091,338. HOSPICE OF CENTRAL IOWA FOUNDATION DBA EVERYSTEP 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 1528866 FMV HOSPICE OF CENTRAL IOWA FOUNDATION Q 120000 FMV HOSPICE OF CENTRAL IOWA FOUNDATION E 147026 FMV