VNA HEALTH FOUNDATION Charity Report

Public IRS 990 nonprofit record

VNA HEALTH FOUNDATION

EIN 77-0342043 · Health Care (E112)

What they do

FUNDRAISING to SUPPORT THE CHARITABLE MISSION of VNA HEALTH.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $46.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

40.75%of revenue went to mission work46.6% of expenses · Program services

8.57%of revenue went to fundraising9.8% of expenses

$87.44spent for every $100 of revenueRevenue covered expenses this year.

38.11%of revenue went to management and office costs43.6% of expenses

$10.80in assets for every $1 spent this yearSome assets cannot be spent right away.

61.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $43,406 for KIERAN A SHAH (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,571,865

Mission workProgram services$2,270,69840.75% of revenue46.6% of expenses

ManagementOffice and general costs$2,123,58638.11% of revenue43.6% of expenses

FundraisingAsking for donations$477,7468.57% of revenue9.8% of expenses

Revenue left after expensesReported annual surplus$699,83512.56% of revenueShown in gray on the chart

Total expenses$4,872,03087.44% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 46.6% mission · 43.6% management · 9.8% fundraisingTotal expenses: 87.44% of revenue

2023Expense mix: 45.6% mission · 45.9% management · 8.5% fundraisingTotal expenses: 152.87% of revenue

2022Expense mix: 51.2% mission · 40.2% management · 8.7% fundraisingTotal expenses: 127.74% of revenue

2021Expense mix: 48.8% mission · 42.2% management · 9.0% fundraisingTotal expenses: 47.67% of revenue

2020Expense mix: 50.2% mission · 37.8% management · 12.0% fundraisingTotal expenses: 81.66% of revenue

2017Expense mix: 52.0% mission · 37.9% management · 10.1% fundraisingTotal expenses: 72.43% of revenue

2016Expense mix: 57.1% mission · 32.3% management · 10.6% fundraisingTotal expenses: 168.22% of revenue

Money in and money out

Revenue$5,571,865

Expenses$4,872,030

Annual surplus $699,835 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,270,698 · 46.6% of expenses

Management and office costs$2,123,586 · 43.6% of expenses

Fundraising$477,746 · 9.8% of expenses

See all reported dollar amounts

Revenue$5,571,865

Expenses$4,872,030

Assets$52,634,305

Income$5,719,072

Contributions$3,436,866

Mission work (program services)$2,270,698

Fundraising$477,746

Grants given$17,500

Average grant$8,750

Management and general$2,123,586

Stocks and bonds$23,263,482

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KIERAN A SHAHPRESIDENT & CEO · 1 hrs/week $43,406Base · Other $43,406

JO ANN MACKCHIEF OPERATING OFFICER · 1 hrs/week $26,063Base · Other $26,063

CZARINA INIGUEZREGISTERED NURSE CASE MANAGER, HOSPICE · 1 hrs/week $24,024Base · Other $24,024

DUSTY KEEGANCHIEF COMPLIANCE & PRIVACY OFFICER · 1 hrs/week $23,286Base · Other $23,286

MATTHEW BROWNDIRECTOR OF INFORMATION SY · 1 hrs/week $21,973Base · Other $21,973

SENA LYNN WOODALLSENIOR DIRECTOR OF HOSPICE · 1 hrs/week $21,891Base · Other $21,891

KAREN WALLACECFO · 1 hrs/week $16,585Base · Other $16,585

JACQUELIN CHARLESREGISTERED NURSE, INPATIENT · 1 hrs/week $13,344Base · Other $13,344

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

KIERAN A SHAHPRESIDENT & CEO

JO ANN MACKCHIEF OPERATING OFFICER

CZARINA INIGUEZREGISTERED NURSE CASE MANAGER, HOSPICE

DUSTY KEEGANCHIEF COMPLIANCE & PRIVACY OFFICER

MATTHEW BROWNDIRECTOR OF INFORMATION SY

SENA LYNN WOODALLSENIOR DIRECTOR OF HOSPICE

KAREN WALLACECFO

JACQUELIN CHARLESREGISTERED NURSE, INPATIENT

VINCENT GARY CABALLEROBOARD MEMBER

BEN PHILLIPSCHAIR

ROSABEL BARBOZAREGISTERED NURSE CASE MANAGER, HOME HEALTH

PAUL R JACONETTEBOARD MEMBER

NEIL D LEVINSONNOMINATING COMMITEE CHAIR

MICHAEL C BORDOFSKYHOSPICE MEDICAL DIRECTOR

KENNETH LEE KRAUSVICE-CHAIR

KATHERINE SUZANNE SCHOMERBOARD MEMBER

KAREN HANDYSECRETARY

JANICE CARTER LARSONBOARD MEMBER

FREDERIC CHARLES KASSBOARD MEMBER

EUSEBIO CORDOVA JRFINANCE COMMITTE CHAIR

CHRISTOPHER J THRASHETHICS COMMITTEE CHAIR

CHRISTIE GLANVILLEBOARD MEMBER

About this charity

Recognized since: January 1993
Location: 509 E MONTECITO ST STE 200, SANTA BARBARA, CA 93103-3293
County: Santa Barbara
In care of: % DAVID DUARTE
Primary officer: KAREN WALLACE, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Emailinfo@vna.health Phone(805) 965-5555

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: BARTLETT PRINGLE & WOLF LLP
NTEE classification: Health Care (E112)
Grant-giving organization: Yes