Vna Health Foundation
- Assets
- $66.9m
- Revenue
- $11.1m
- Investments
- $9.5m
- Employees
- 0
- Location
- Santa Barbara, CA
- Founding
- 08/1993
- Data as of
- 12/2021
- EIN
- 77-0342043
Organization Overview
Vna Health Foundation is located in Santa Barbara, CA. The organization was established in 1993. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Vna Health Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Vna Health Foundation generated $11.1m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 16.2% each year . All expenses for the organization totaled $5.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
FUNDRAISING SUPPORT FOR CHARITABLE MISSION OF VNA HEALTH.
Describe the Organization's Program Activity:
THE VNA HEALTH FOUNDATION FUNDS CHARITABLE SERVICES FOR THE SANTA BARBARA COMMUNITY, INCLUDING SUBSIDIZED HOME HEALTH AND HOSPICE CARE AND IN-ROOM AND BOARD FOR TERMINALLY ILL PATIENTS AT SERENITY HOUSE, AN 18-BED HOSPICE RESIDENTIAL FACILITY. THE FOUNDATION ALSO PROVIDED FUNDING FOR BATH AND RESPITE CARE AT HOME FOR FRAIL SENIORS, MEDICAL EQUIPMENT LOAN SERVICES, PALLIATIVE CARE, AND OTHER CHARITABLE SERVICES.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Rebecca Bernard Executive Director Foundation | OfficerTrustee | 40 | $155,224 |
Rick Keith Former Executive Director Foundat | 40 | $101,132 | |
Pamela Dillman Haskell Secretary | OfficerTrustee | 1 | $0 |
Mark J Mattingly Chair | OfficerTrustee | 1 | $0 |
Lynda Tanner CEO | OfficerTrustee | 1 | $0 |
Neil D Levinson Vice-Chair | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $524,500 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,358,946 |
| Noncash contributions included in lines 1a–1f | $46,539 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,883,446 |
| Total Program Service Revenue | $0 |
| Investment income | $1,522,889 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $1,362,039 |
| Net Gain/Loss on Asset Sales | $6,390,298 |
| Net Income from Fundraising Events | -$19,201 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,141,362 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $279,116 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $216,741 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $99,764 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $43,786 |
| Advertising and promotion | $109,279 |
| Office expenses | $50,973 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $295 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $32,378 |
| Interest | $0 |
| Payments to affiliates | $2,592,705 |
| Depreciation, depletion, and amortization | $1,429,993 |
| Insurance | $0 |
| All other expenses | $8,540 |
| Total functional expenses | $5,310,542 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $298,229 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $365,000 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $21,788,826 |
| Investments—publicly traded securities | $26,985,011 |
| Investments—other securities | $9,508,636 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $7,955,847 |
| Total assets | $66,901,549 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $66,261,541 |
| Net assets with donor restrictions | $640,008 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $66,901,549 |
Grants Awarded
Over the last fiscal year, Vna Health Foundation has awarded $17,500 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
Santa Barbara, CA PURPOSE: GENERAL | $12,500 |
Santa Barbara, CA PURPOSE: GENERAL | $5,000 |
Grants Recieved
Over the last fiscal year, we have identified 11 grants that Vna Health Foundation has recieved totaling $222,825.
| Awarding Organization | Amount |
|---|---|
Wood-Claeyssens Foundation Santa Barbara, CA PURPOSE: 20TH ANNUAL MOTHER'S DAY LUNCHEON; SERENITY HOUSE CHARITY CARE; SPONSORSHIP - 21ST ANNUAL MOTHER'S DAY LUNCHEON | $65,000 |
Santa Barbara Foundation Santa Barbara, CA PURPOSE: HEALTH - GENERAL & REHABILITATIVE | $36,350 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $34,975 |
Peter Douglas Foundation Los Angeles, CA PURPOSE: GENERAL DONATION. | $25,000 |
Hutton Foundation A Delaware Corp Santa Barbara, CA PURPOSE: 2021 CHARITY REGATTA, SERENITY HOUSE SUPPORT | $20,000 |
Santa Barbara Cottage Hospital Santa Barbara, CA PURPOSE: Support for the transitional housing beds for homeless patients who are not appropriate for discharge to the streets or shelters and who need supervised convalescence | $15,000 |
Endowment Analysis
| Beg. Balance | $34,854,861 |
| Earnings | $3,276,061 |
| Net Contributions | $2,000 |
| Other Expense | -$1,641,235 |
| Ending Balance | $36,491,687 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Southern Calif Glaziers H&w Tr Fund Covina, CA | $29,114,155 | $20,946,347 |
Banner Health Foundation Phoenix, AZ | $138,766,928 | $27,502,678 |
Abc California Health Trust San Diego, CA | $8,208,446 | $18,293,053 |
Montage Health Foundation Monterey, CA | $246,774,163 | $32,937,422 |
Sun Health Foundation Sun City West, AZ | $41,548,364 | $9,339,372 |
Providence St Vincent Medical Foundation Portland, OR | $302,625,014 | $42,114,354 |
Providence Portland Medical Foundation Portland, OR | $219,001,384 | $22,077,699 |
John Muir Foundation Walnut Creek, CA | $65,372,142 | $20,131,142 |
Gallo Union Health Trust Modesto, CA | $21,480,077 | $14,963,749 |
Redwood Community Health Network Petaluma, CA | $4,126,775 | $12,982,178 |
Kuakini Foundation Honolulu, HI | $15,169,850 | $4,896,720 |
Martin Luther King Jr Community Health Foundation Los Angeles, CA | $43,323,066 | $8,250,886 |