2024-03-07T13:17:17-06:00 2023-06-30 420714325 RSM US LLP 400 LOCUST ST STE 640 DES MOINES IA 503092354 990 2022-07-01 421239748 HOSPICE OF CENTRAL IOWA FOUNDATION HOSP 5152743400 3000 EASTON BLVD DES MOINES IA 503173124 TRAY WADE PRESIDENT AND CEO 5152743400 2024-02-14 1 TRAY WADE XXX-XX-XXXX 0 KATHY FAIRCHILD P00222608 5155586600 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EVERYSTEP FOUNDATION TRAY WADE 3000 EASTON BLVD DES MOINES IA 503173124 9112860 0 X EVERYSTEP.ORG X 1984 IA EVERYSTEP FOUNDATION PROVIDES DEDICATED STEWARDSHIP AND CULTIVATION OF COMMUNITY GIFTS TO SUPPORT THE OPERATIONS OF VISITING NURSE SERVICES OF IOWA, DOING BUSINESS AS EVERYSTEP. THE MISSION OF EVERYSTEP IS TO EMPOWER INDIVIDUALS, SUPPORT FAMILIES AND STRENGTHEN COMMUNITIES. 19 19 0 741 0 0 3083087 1911375 0 0 2160774 449943 302894 101920 5546755 2463238 5175984 1682846 0 0 420294 449160 0 0 396379 335650 313490 5931928 2445496 -385173 17742 17100014 17565050 680760 165663 16419254 17399387 X EVERYSTEP FOUNDATION PROVIDES DEDICATED STEWARDSHIP AND CULTIVATION OF COMMUNITY GIFTS TO SUPPORT THE OPERATIONS OF EVERYSTEP. GIFTS ARE DIRECTED TO DONOR-DESIGNATED PROGRAMS. IF A DONOR DOES NOT MAKE A DESIGNATION, THEIR GIFTS ARE ALLOCATED TO ONE OF THE MORE THAN THIRTY PROGRAMS WHERE THE NEED IS THE GREATEST. 0 0 1682846 1682846 EVERYSTEP FOUNDATION RAISES FUNDS TO SUPPORT THE MORE THAN 30 NON-PROFIT PROGRAMS AND SERVICES OFFERED BY EVERYSTEP. EVERYSTEP IS A TAX-EXEMPT ORGANIZATION.THE MISSION OF EVERYSTEP IS: WE EMPOWER INDIVIDUALS, SUPPORT FAMILIES AND STRENGTHEN COMMUNITIES. EVERYSTEP IS A NON-PROFIT, COMMUNITY-BASED ORGANIZATION OFFERING A WIDE RANGE OF HEALTH CARE AND SOCIAL SUPPORT SERVICES THAT SERVE NEARLY 60,000 IOWANS ACROSS THE STATE. EVERYSTEP'S VITAL SERVICES OFFER SUPPORT, EDUCATION, HOME VISITS AND DEVELOPMENTAL SCREENINGS TO YOUNG MOMS, BABIES AND GROWING FAMILIES; PROVIDE HOSPICE AND HOME HEALTH CARE FOR THE SICK, INJURED AND DYING; AND OFFER COMPASSIONATE GRIEF AND LOSS SUPPORT TO INDIVIDUALS AND FAMILIES.EVERYSTEP ACTS AS A CRITICAL REFERRAL POINT TO OTHER COMMUNITY AND GOVERNMENTAL AGENCIES THAT HELP ENSURE ACCESS TO CARE AND SUPPORT FOR COMMUNITY MEMBERS AND CLIENTS.DONOR SUPPORT HELPS ENSURE ALL WHO NEED EVERYSTEP'S SERVICES ARE ABLE TO RECEIVE IT. FROM JULY 1, 2022 THROUGH JUNE 30, 2023, EVERYSTEP FOUNDATION WAS ABLE TO PROVIDE CHARITY CARE AND QUALITY-OF-LIFE NEEDS TOTALING $1,686,671. GRANTS FROM INDIVIDUAL, CORPORATE, COMMUNITY ORGANIZATIONS AND GOVERNMENT FUNDERS HELP SUPPORT VITAL COMMUNITY-BASED PROGRAMS THAT SERVE VULNERABLE POPULATIONS.741 EVERYSTEP VOLUNTEERS DONATED 10,391 HOURS OF TIME TO THE ORGANIZATION'S MANY PROGRAMS, EQUAL TO $330,434 IN VALUE TO THE ENTIRE ORGANIZATION. 1682846 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X TRAY WADE 5153334246 3000 EASTON BOULEVARD DES MOINES IA 503173124 X TRAY WADE PRESIDENT & CEO 4.00 36.00 X 0 383593 16873 LYNN MICHL VICE PRESIDENT & CFO 4.00 36.00 X 0 231424 16903 JIM KNOEPFLER VICE PRESIDENT, ADMINISTRA 4.00 36.00 X 0 168225 19278 JULIE MATTERNAS EXECUTIVE DIRECTOR 40.00 0.00 X 0 133745 9923 BRANDON FOLDES BOARD CHAIR 1.00 X X 0 0 0 BILL WARNER JR PAST BOARD CHAIR 1.00 X X 0 0 0 ANN TORRY BOARD SECRETARY 1.00 X X 0 0 0 CHRIS BRENDA BOARD TREASURER 1.00 X X 0 0 0 KATIE ADAMS TRUSTEE (TERM ENDED 2/2023) 1.00 X 0 0 0 BILLY BACKER TRUSTEE 1.00 X 0 0 0 ERIN BAILEY TRUSTEE 1.00 X 0 0 0 RYAN BOYINGTON TRUSTEE 1.00 X 0 0 0 KELLY CALDBECK TRUSTEE 1.00 X 0 0 0 HOWARD EATON TRUSTEE 1.00 X 0 0 0 LACEY GRUBB TRUSTEE 1.00 X 0 0 0 RENEE HAMLEN TRUSTEE 1.00 X 0 0 0 MELISSA KNUTSON TRUSTEE 1.00 X 0 0 0 MATT KOOPMAN TRUSTEE 1.00 X 0 0 0 ALI PAYNE TRUSTEE 1.00 X 0 0 0 JACKIE ROLOW TRUSTEE 1.00 X 0 0 0 ELISABETH SANDERSFELD TRUSTEE 1.00 X 0 0 0 APRIL SCHMALTZ TRUSTEE 1.00 X 0 0 0 JEN STANBROUGH TRUSTEE (TERM ENDED 2/2023) 1.00 X 0 0 0 KIM WILLIS TRUSTEE 1.00 X 0 0 0 0 916987 62977 0 0 1 0 0 927259 128456 855660 1911375 592246 592246 6451355 6593658 -142303 -142303 -142303 157884 128456 55964 101920 101920 2463238 0 0 551863 X 1682846 1682846 122045 29450 92595 258322 62334 195988 39668 12714 26954 29125 7028 22097 18000 18000 245669 221486 24183 5610 5610 26480 26480 12426 12426 3258 786 2472 2047 2047 2445496 1682846 366271 396379 404049 66858 289862 236675 141710 138741 15367980 16471079 896413 651697 17100014 17565050 64368 50928 37500 37500 578892 77235 680760 165663 X 14502371 15405095 1916883 1994292 16419254 17399387 17100014 17565050 17742 962391 0 X 0 1 X 1 0 X 2104567 3761046 3758747 3423401 2072024 15119785 2104567 3761046 3758747 3423401 2072024 15119785 327263 14792522 328575 106872 388598 1094917 592246 2511208 48474 18582 40617 340314 157884 605871 18236864 0.81110 0.82140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7970639 135851 833787 410602 8529675 8940239 17917 -948813 38704 7970639 6845931 218505 1875803 8940239 6910699 276730 285904 627402 6845931 6665147 115716 418096 288260 6910699 0.94800 0.05200 0 0 0 DUE TO AFFILIATES 77235 77235 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS CONSIST OF NUMEROUS GIFTS ESTABLISHED TO FUND AND SUPPORT THE THE OPERATIONS OF EVERYSTEP. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES ON INCOME FROM RELATED ACTIVITIES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE 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 FOUNDATION'S FORM 990 HAS NOT BEEN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF IOWA FOR THE LAST THREE YEARS. THE FOUNDATION DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS TO SIGNIFICANTLY CHANGE IN THE NEXT 12 MONTHS. THE FOUNDATION RECOGNIZES INTEREST AND/OR PENALTIES RELATED TO INCOME TAX MATTERS IN INCOME TAX EXPENSE. THE FOUNDATION DID NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES AT JUNE 30, 2023 OR 2022. X X X X 1 KRIS M DEE 922 57TH STREET WEST DES MOINES IA 50266 CONTRACTED FUNDRAISING 0 0 0 44590 44590 SIP SAVOR SUPPORT 206635 73505 133130 14404 11380 10950 GOOD GRIEF GOLF 40595 26250 14345 1983 6400 2795 1044 1 39110 28701 10409 1182 5826 286340 128456 157884 1983 21986 14175 17820 55964 101920 1 VISITING NURSE SERVICES OF IOWA (DBA EVERYSTEP) 3000 EASTON BLVD DES MOINES IA 50317 420680446 501(C)(3) 1682846 0 N/A N/A GENERAL SUPPORT 1 0 PART I, LINE 2: ALL GRANTS GIVEN ARE REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF TRUSTEES. THE GRANTEE ORGANIZATIONS REPORT THE USE OF FUNDS BACK TO THE ORGANIZATION'S BOARD OF TRUSTEES TO DOCUMENT THAT THE FUNDS WERE USED FOR THE INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 TRAY WADE PRESIDENT & CEO 0 309090 0 73675 0 828 0 9150 0 7723 0 400466 0 0 LYNN MICHL VICE PRESIDENT & CFO 0 184398 0 44650 0 2376 0 6706 0 10197 0 248327 0 0 JIM KNOEPFLER VICE PRESIDENT, ADMINISTRA 0 137724 0 28500 0 2001 0 5294 0 13984 0 187503 0 0 FORM 990, PART V, LINE 1A - FORM 1096 REPORTING - COMMON PAYMASTER VISITING NURSE SERVICES OF IOWA (EIN: 42-0680446) IS THE COMMON PAYMASTER FOR HOSPICE OF CENTRAL IOWA FOUNDATION; THEREFORE ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS, ARE PAID AND REPORTED BY VISITING NURSE SERVICES OF IOWA ON BEHALF OF THESE NAMED ENTITIES. FORM 990, PART V, LINE 2A - FORM W-3 AND W-2 REPORTING - COMMON PAYMASTER REFER TO NARRATIVE FOR PART V, LINE 1A. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES MAY ESTABLISH ONE OR MORE COMMITTEES OF THE BOARD AND APPOINT MEMBERS OF THE BOARD TO SERVE ON THEM. EACH COMMITTEE SHALL HAVE THE POWERS AND DUTIES DELEGATED TO IT BY THE BOARD OF TRUSTEES. EACH COMMITTEE SHALL HAVE A SEPARATE CHARTER ESTABLISHED BY THE BOARD OF TRUSTEES SPECIFYING THE SCOPE OF THE COMMITTEE'S AUTHORITY. THE CURRENT BOARD OF TRUSTEES COMMITTEES CONSIST OF GOVERNANCE, FINANCE, AUDIT, COMMUNICATIONS, AND DEVELOPMENT. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION ENTERED INTO A MANAGEMENT AND SUPPORT SERVICES AGREEMENT WITH VISITING NURSE SERVICES OF IOWA (VNS) ON JULY 1, 2019. ON BEHALF OF THE FOUNDATION, VNS SHALL ARRANGE FOR, COORDINATE, SUPERVISE, ADMINISTER, CONDUCT, AND MANAGE ALL ORDINARY ACTIVITIES AND SERVICES REQUIRED FOR THE DAY-TO-DAY MANAGEMENT, ADMINISTRATION AND SUPPORT OF THE FOUNDATION'S BUSINESS. IN CONNECTION WITH MANAGEMENT SERVICES, VNS IS AUTHORIZED TO HANDLE FUNDS OF THE FOUNDATION ON ITS BEHALF. ALL MANAGEMENT SERVICES SHALL BE PROVIDED BY VNS ACTING AS AN AGENT OF THE FOUNDATION AND AT THE EXPENSE OF THE FOUNDATION. VNS SHALL BE SOLELY RESPONSIBLE FOR THE EMPLOYMENT OF ALL PERSONNEL PROVIDING THE MANAGEMENT SERVICES, INCLUDING HIRING, TRAINING, SUPERVISION, PROMOTION, AND DISCHARGING, AND FOR THE COSTS AND EXPENSES ASSOCIATED WITH SUCH PERSONNEL. MANAGEMENT SERVICES PROVIDED BY VNS WILL BE PERFORMED WITH THE SAME DEGREE OF CARE EXERCISED IN PERFORMING SUCH SERVICES ON ITS OWN BEHALF, BUT NO LESS THAN REASONABLE CARE AND IN COMPLIANCE WITH ALL APPLICABLE LEGAL AND REGULATORY REQUIREMENTS. FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION'S SOLE MEMBER IS VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP, AN IOWA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S TRUSTEES ARE APPOINTED BY VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP; ANY TRUSTEE OF THE FOUNDATION MAY BE REMOVED EITHER FOR OR WITHOUT CAUSE BY EVERYSTEP. FORM 990, PART VI, SECTION A, LINE 7B NONE OF THE FOUNDATION'S ASSETS OR ANY OTHER RIGHTS THERETO, WHETHER REAL, PERSONAL OR INTANGIBLE, SHALL BE SOLD, CONVEYED, ASSIGNED, TRANSFERRED, MORTGAGED, ENCUMBERED, EXCHANGED, ALIENATED, OR LEASED WITHOUT THE PRIOR APPROVAL OF VISITING NURSE SERVICES OF IOWA, THE FOUNDATION'S SOLE CORPORATE MEMBER. THE FOUNDATION SHALL NOT BE A PARTY TO ANY MERGER, ACQUISITION, CONSOLIDATION, JOINT VENTURE, REORGANIZATION, RESTRUCTURING OR SIMILAR EVENT, NOR SHALL IT BECOME A MEMBER, PARTNER, SHAREHOLDER, TRUSTEE OR OTHER FIDUCIARY OF ANY OTHER ORGANIZATION OR ENTITY, WITHOUT THE PRIOR APPROVAL OF VISITING NURSE SERVICES OF IOWA, THE FOUNDATION'S SOLE CORPORATE MEMBER. NO AMENDMENT, ALTERATION OR REPEAL OF ANY OF THE PROVISIONS OF THE FOUNDATION'S BYLAWS SHALL BE ADOPTED WITHOUT THE PRIOR APPROVAL OF VISITING NURSE SERVICES OF IOWA, THE FOUNDATION'S SOLE CORPORATE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE ORGANIZATION'S PRESIDENT, CFO AND AUDIT COMMITTEE FOR INITIAL REVIEW. AFTER THEIR REVIEW AND EDITS, THE ORGANIZATION'S TAX ADVISERS PRESENT A FINAL DRAFT OF THE FORM 990 TO THE BOARD OF TRUSTEES FOR FINAL REVIEW AND APPROVAL. ONCE APPROVED BY THE BOARD OF TRUSTEES, THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIRED TO PROMPTLY REPORT ANY ONGOING OR INCIDENTAL MATERIAL INTERESTS OR AFFILIATIONS WHICH COULD RESULT IN A POTENTIAL CONFLICT OF INTEREST. BOARD TRUSTEES ARE ALSO REQUIRED TO SIGN A CONFLICT OF INTEREST DECLARATION ANNUALLY, AND ALSO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. ANY CONFLICTS ARE REPORTED TO THE BOARD CHAIR, CEO AND CFO TO DETERMINE IF ANY POTENTIAL OR ACTUAL CONFLICTS EXIST. ANY TRUSTEE DETERMINED TO HAVE A CONFLICT OF INTEREST IS REQUIRED TO ABSTAIN FROM ANY DECISION OR VOTING PROCESS RELATING TO THE CONFLICTING ISSUE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ARE PAID BY VISITING NURSE SERVICES OF IOWA (EIN: 42-0680446), A RELATED TAX-EXEMPT ORGANIZATION; THEREFORE LINES 15A AND 15B HAVE BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. BELOW IS THE PROCESS USED BY VISITING NURSE SERVICES OF IOWA TO REVIEW AND APPROVE COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES. EVERY TWO YEARS, THE ORGANIZATION'S BOARD OF DIRECTORS ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO PERFORM A COMPENSATION ANALYSIS USING COMPARABILITY DATA FOR THE ORGANIZATION'S SENIOR OFFICERS. THE LAST SUCH STUDY WAS COMPLETED IN JUNE 2022 BY NEWPORT RETIREMENT SERVICES - CHICAGO. THE FINDINGS OF THE ANALYSIS ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE MEMBERS USE THE ANALYSIS TO REVIEW AND ESTABLISH THE AMOUNT OF COMPENSATION FOR THE PRESIDENT & CEO. THE REVIEW PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. THE PRESIDENT AND CEO USE THE ANALYSIS TO REVIEW AND ESTABLISH COMPENSATION FOR THE FOLLOWING OFFICERS AND KEY EMPLOYEES: VICE PRESIDENT & CFO, VICE PRESIDENT OF ADMINISTRATION, AND THE CHIEF MEDICAL OFFICER. THE BOARD OF DIRECTORS HAS OVERSIGHT TO THE COMPENSATION SET BY THE PRESIDENT AND CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST. FORM 990, PART VII, SECTION A, LINE 1A -COMPENSATION PAID BY RELATED ENTITY THE ORGANIZATION'S OFFICERS ARE PAID BY VISITING NURSE SERVICES OF IOWA, A RELATED TAX-EXEMPT ORGANIZATION, FOR SERVICES PROVIDED TO HOSPICE OF CENTRAL IOWA FOUNDATION AND VISITING NURSE SERVICES OF IOWA. PER THE FORM 990 INSTRUCTIONS, TOTAL COMPENSATION PAID BY VISITING NURSE SERVICES OF IOWA IS REPORTED IN ITS FORM 990, PART VII, SECTION A, LINE 1A, COLUMNS (D) AND (F); ADDITIONALLY, TOTAL COMPENSATION PAID BY VISITING NURSE SERVICES OF IOWA IS ALSO REPORTED IN HOSPICE OF CENTRAL IOWA FOUNDATION'S FORM 990, PART VII, SECTION A, LINE 1A, COLUMNS (E) AND (F) (AS COMPENSATION PAID BY A RELATED ORGANIZATION). THE TIME EACH OFFICER DEVOTES TO EACH RESPECTIVE ORGANIZATION IS SHOWN IN FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B). FORM 990, PART VII, SECTION B, LINE 1 - INDEPENDENT CONTRACTORS: VISITING NURSE SERVICES OF IOWA (EIN: 42-0680446) IS THE PARENT ORGANIZATION TO AND COMMON PAYMASTER FOR HOSPICE OF CENTRAL IOWA FOUNDATION; THEREFORE ALL VENDORS, INCLUDING INDEPENDENT CONTRACTORS, ARE PAID AND REPORTED BY VISITING NURSE SERVICES OF IOWA ON BEHALF OF THESE NAMED ENTITIES. INDEPENDENT CONTRACTOR INFORMATION IS ENTERED IN PART VII, SECTION B, AT THE ORGANIZATIONAL LEVEL AS THE PAYMENTS RELATE TO EACH ENTITY'S BUSINESS. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 221,486. FUNDRAISING EXPENSES 24,183. TOTAL EXPENSES 245,669. HOSPICE OF CENTRAL IOWA DBA EVERYSTEP HCI CARE SERVICES 3000 EASTON BOULEVARD DES MOINES IA 503173124 421093718 HOSPICE/HEALTH CARE IA 501(C)(3) LINE 10 HCI VNS CARE SERVICES 0 VISITING NURSE SERVICES OF IOWA DBA EVERYSTEP 3000 EASTON BOULEVARD DES MOINES IA 50317 420680446 HOSPICE, HEALTHCARE, HEALTH AND HEALTH RELATED SERVICES IA 501(C)(3) LINE 7 N/A 0 HCI VNS CARE SERVICES DBA EVERYSTEP 3000 EASTON BOULEVARD DES MOINES IA 503173124 455189289 ADMINISTRATIVE AND MANAGEMENT SERVICES (MSO) IA 501(C)(3) LINE 12B, II N/A 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0