philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Waterloo Visiting Nursing Association FY2021 filing

Waterloo, IAUnknown exempt organization EIN 42-0782546Revenue $1.1M in FY2021

On file with the IRSvnawaterloo.org2530 University Ave No 3 · Waterloo, IA

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

To promote health and provide care services to individuals, families, and the community.

70¢ of each $1 spent went to programs.
$148K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 4
filings with a surplus
Average deficit $74K a year · 8% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$148K
to officers and key staff · 13% of spending
Looks good: pay to officers and key staff is 13% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $33
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$69K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
Spent
$1.2M
To programs
70%
Net assets
$279K
By yearFY2021–FY2024
Revenue
$1.1M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$1.1M
FY2022$1.1M
FY2023$852K
FY2024$571K
FY2024$31K
Expenses
$1.2M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$1.2M
FY2022$1.1M
FY2023$935K
FY2024$657K
FY2024Not on file
Net assets
$279K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$279K
FY2022$205K
FY2023$122K
FY2024$37K
FY2024$0

From the FY2021 Form 990 (year ending June 2021) · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $808K Management & general 30% · $347K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

11 people listed on the 990; $148K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Mary Nicholas
Executive Director
$109,309Pt VII · Sec A
Heather Caraway
Financial Coordinator
$38,312Pt VII · Sec A
Meg Sernett
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Mark Vaughan
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Erin Lyons
President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021
Mary Nicholas—$47,591$108,323$109,285$109,309
Annette Burke$60,700$57,789———
Heather Caraway—$20,305$50,442$48,167$38,312
Camille Moore—$32,423———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Waterloo Visiting Nursing Association executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes health and provides care services to individuals, families, and the community.

Questions for Waterloo Visiting Nursing Association

Tap to ask. Waterloo Visiting Nursing Association sees how many people are interested.

Your first name shows with your question. Waterloo Visiting Nursing Association answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $808K · in their own filed words · FY2020
01

The association provided 11,036 skilled nursing, homecare aide, homemaker and clinic visits to indigent, medicare, medicaid, veteran's administration and private insurance patients during the year ended june 30, 2021.

$808Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$33
Total grants receivedfrom 1 funder$33

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$1.0M
Gifts and grantsLn 1h$66K
Investment incomeLn 3$3K
Money outPt IX
$1.2M
Ln 25
Programscol B$808K
Managementcol C$347K
Owns and owesPt X
$279K
net assets · Ln 32
Cash and savingsLn 1–2$113K
Total assetsLn 16$348K
LiabilitiesLn 26$69K
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$66K
Fees for servicesLn 2g$1.0M
Investment incomeLn 3$3K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
SavingsLn 2$113K
Cash and savings togetherLn 1–2$113K
InvestmentsLn 11–13$93K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$348K
LiabilitiesLn 26$69K
Net assetsLn 32$279K
OperationsPt I, VI
EmployeesI 523
VolunteersI 68
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$188K$113K
InvestmentsLn 11–13$93K
Land, buildings, equipmentLn 10c$3K$0
Total assetsLn 16$420K$348K
LiabilitiesLn 26$86K$69K
Net assetsLn 32$334K$279K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$176K$17K$159K
Other salaries and wagesLn 7$518K$440K$79K
Pension plan contributionsLn 8$13K$13K
Other employee benefitsLn 9$87K$78K$9K
Payroll taxesLn 10$51K$40K$11K
Accounting feesLn 11c$15K$15K
Other fees for servicesLn 11g$106K$72K$34K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$31K$20K$11K
Information technologyLn 14$55K$42K$13K
OccupancyLn 16$45K$34K$11K
TravelLn 17$33K$30K$3K
Depreciation, depletion and amortizationLn 22$3K$2K$638
InsuranceLn 23$2K$2K$588
Other expenses (24a–d)Ln 24$17K$17K
All other expensesLn 24e$919$919
Total functional expensesLn 25$1.2M$808K$347K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $571K$657K−$86K$37K 990 PDF
FY2023 $852K$935K−$82K$122K 990 PDF
FY2022 $1.1M$1.1M−$74K$205K 990 PDF
FY2021 Viewing $1.1M$1.2M−$55K$279K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,099,254 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $75,211$66,258
I-9 Program service revenuePrior year $1,063,640$1,030,342
I-10 Investment incomePrior year $1,941$2,654
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,140,792$1,099,254
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $896,218$845,126
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $295,439$309,065
I-18 Total expensesPrior year $1,191,657$1,154,191
I-19 Revenue less expensesPrior year −$50,865−$54,937
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,099,254 across 6 lines filed
Lines not itemized here account for $13,080 of total revenue; see the IRS return.
VIII-1a Federated campaigns$26,075
VIII-1f All other contributions, gifts and grants$40,183
VIII-1h Total contributions, gifts and grants$66,258
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,017,262$1,017,262
VIII-3 Investment incomeExcluded from tax $2,654$2,654
VIII-12 Total revenueRelated to mission $1,030,342 · Unrelated business $0 · Excluded from tax $2,654$1,099,254
Part IX · Statement of functional expenses $1,154,191 across 16 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $17,473 · Management $158,684$176,157
IX-7 Other salaries and wagesPrograms $439,821 · Management $78,604$518,425
IX-8 Pension plan contributionsPrograms $12,564$12,564
IX-9 Other employee benefitsPrograms $77,617 · Management $8,912$86,529
IX-10 Payroll taxesPrograms $40,400 · Management $11,051$51,451
IX-11c Accounting feesManagement $14,775$14,775
IX-11g Other fees for servicesPrograms $72,246 · Management $34,072$106,318
IX-12 Advertising and promotionPrograms $1,209$1,209
IX-13 Office expensesPrograms $20,281 · Management $10,597$30,878
IX-14 Information technologyPrograms $41,796 · Management $13,180$54,976
IX-16 OccupancyPrograms $33,509 · Management $11,170$44,679
IX-17 TravelPrograms $29,894 · Management $3,330$33,224
IX-22 Depreciation, depletion and amortizationPrograms $1,913 · Management $638$2,551
IX-23 InsurancePrograms $1,763 · Management $588$2,351
IX-24 Other expenses (24a–d)Programs $17,185$17,185
IX-24e All other expensesManagement $919$919
IX-25 Total functional expensesPrograms $807,671 · Management $346,520 · Fundraising $0$1,154,191
Part X · Balance sheet $348,025 assets, 16 lines filed
X-2 Savings and temporary cash investmentsStart of year $187,808$112,758
X-3 Pledges and grants receivableStart of year $26,645$26,075
X-4 Accounts receivableStart of year $127,158$111,245
X-9 Prepaid expenses and deferred chargesStart of year $3,488$4,494
X-10c Land, buildings and equipment, netStart of year $2,551$0
X-12 Other securities$93,453
X-15 Other assetsStart of year $72,303$0
X-16 Total assetsStart of year $419,953$348,025
X-17 Accounts payable and accrued expensesStart of year $67,341$65,224
X-19 Deferred revenueStart of year $3,481$3,481
X-25 Other liabilitiesStart of year $15,000$0
X-26 Total liabilitiesStart of year $85,822$68,705
X-27 Net assets without donor restrictionsStart of year $250,183$237,618
X-28 Net assets with donor restrictionsStart of year $83,948$41,702
X-32 Total net assets or fund balancesStart of year $334,131$279,320
X-33 Total liabilities and net assetsStart of year $419,953$348,025
Part XI · Reconciliation of net assets $279,320 net assets at year end
XI-1 Total revenue$1,099,254
XI-2 Total expenses$1,154,191
XI-3 Revenue less expenses−$54,937
XI-4 Net assets at start of year$334,131
XI-9 Other changes in net assets$126
XI-10 Net assets at end of year$279,320

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.