2026-02-10T12:31:48-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2024-07-01 421239748 HOSPICE OF CENTRAL IOWA FOUNDATION HOSP 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 FOUNDATION TRAY WADE 3000 EASTON BLVD DES MOINES IA 50317 8562987 0 X WWW.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 0 126 0 0 2826396 2511158 0 0 590878 1122026 151179 247395 3568453 3880579 1211011 1528866 0 0 467918 452884 0 0 405090 295044 765609 1973973 2747359 1594480 1133220 21406120 17275717 89820 165194 21316300 17110523 X EVERYSTEP FOUNDATION PROVIDES DEDICATED STEWARDSHIP ADN CULIVATION 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 1528866 1528866 0 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 NONPROFIT, COMMUNITY-BASED ORGANIZATION OFFERING A WIDE RANGE OF HEALTH CARE AND SOCIAL SUPPORT SERVICES THAT SERVE NEARLY 50,000 IOWANS ACROSS THE STATE. EVERYSTEP'S VITAL SERVICES OFFER SUPPORT, EDUCATION, HOME VISITS AND DEVELOPMENTAL SCREENING 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. 1528866 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 1 1 0 X X DANIELLE MARTIN 5153334246 3000 EASTON BLVD DES MOINES IA 50317 BRANDON FOLDES CHAIR 2.00 1.00 X X 0 0 0 JACKIE ROLOW CHAIR ELECT 1.00 0.00 X X 0 0 0 RYAN BOYINGTON SECRETARY 1.00 0.00 X X 0 0 0 CHRIS BENDA TREASURER 1.00 0.00 X X 0 0 0 BILLY BACKER TRUSTEE 1.00 0.00 X 0 0 0 KELLY CALDBECK TRUSTEE 1.00 0.00 X 0 0 0 ERIN DEMICHELIS TRUSTEE 1.00 0.00 X 0 0 0 HOWARD EATON TRUSTEE 1.00 0.00 X 0 0 0 MISTY GLEASON TRUSTEE 1.00 0.00 X 0 0 0 LACEY GRUBB TRUSTEE 1.00 0.00 X 0 0 0 RENEE HAMLEN TRUSTEE 1.00 0.00 X 0 0 0 CHRIS HAVILAND TRUSTEE 1.00 0.00 X 0 0 0 MELISSA KNUTSON TRUSTEE 1.00 0.00 X 0 0 0 MATT KOOPMAN TRUSTEE 1.00 0.00 X 0 0 0 ALI PAYNE TRUSTEE 1.00 0.00 X 0 0 0 ELISABETH SANDERSFELD TRUSTEE 1.00 0.00 X 0 0 0 APRIL SCHMALTZ TRUSTEE 1.00 0.00 X 0 0 0 JODI SCHULTZ TRUSTEE 1.00 0.00 X 0 0 0 KIM WILLIS TRUSTEE 1.00 0.00 X 0 0 0 TRAY WADE CEO 6.00 40.00 X 0 368845 25327 KARL VILUMS CFO (THROUGH 12/24) 6.00 40.00 X 0 177963 16725 JULIE MATTERNAS EXECUTIVE DIRECTOR 40.00 0.00 X 0 137139 16357 0 683947 58409 3 0 1 0 0 739505 36262 1735391 2511158 932747 932747 4795000 4605721 189279 189279 189279 318232 36262 76687 241545 241545 5850 0 5850 5850 3880579 0 0 1369421 1528866 1528866 155858 37609 118249 212602 51302 161300 8116 1958 6158 46293 11171 35122 30015 7243 22772 84148 84148 151808 136864 14944 18320 18320 30759 6376 24383 69012 69012 14192 14192 5064 1222 3842 MISCELLANEOUS 392306 392306 2747359 1528866 813403 405090 689548 613372 1131453 186591 118167 63356 370 31718 18454821 15389792 959617 990888 52144 0 21406120 17275717 52320 18167 37500 0 0 147027 89820 165194 X 18543118 15404688 2773182 1705835 21316300 17110523 21406120 17275717 X 1133220 752341 -6091338 X 0 1 X 1 0 X 3758747 3423401 1911375 2826396 2511158 14431077 3758747 3423401 1911375 2826396 2511158 14431077 169260 14261817 388598 1094917 592246 641478 932747 3649986 40617 340314 380931 18461994 500512 0.77250 0.80560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 40,617. 2021 AMOUNT: $ 340,314. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9564559 638937 235689 638937 9800248 8529675 352947 853000 171063 9564559 7970639 135851 833787 410602 8529675 8940239 17917 -948813 38704 7970639 6845931 218505 1875803 8940239 0.94743 0.05257 0.00000 0 0 0 OTHER SECURITIES 990888 C 990888 DUE TO OPERATING ORGANIZATION 147027 147027 X 4709607 752341 76687 829028 3880579 0 3880579 2824046 76687 76687 2747359 0 2747359 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS CONSIST OF NUMEROUS GIFTS ESTABLISHED TO FUND AND SUPPORT THE OPERATIONS OF EVERYSTEP. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 76,687. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 76,687. SIP, SAVOR & SUPPORT 228810 17380 211430 10616 17792 7750 21170 GOOD GRIEF GOLF 63534 14982 48552 1945 7516 5389 469 1 62150 3900 58250 850 230 2097 863 354494 36262 318232 2795 18362 25278 7750 22502 76687 241545 1 VISITING NURSE SERVICES OF IOWA (DBA EVERYSTEP) 3000 EASTON BLVD DES MOINES IA 50317 420680446 501(C)(3) 1528866 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 CEO 0 328845 0 40000 0 0 0 10350 0 14977 0 394172 0 0 KARL VILUMS CFO (THROUGH 12/24) 0 177963 0 0 0 0 0 2272 0 14453 0 194688 0 0 JULIE MATTERNAS EXECUTIVE DIRECTOR 0 114487 0 22652 0 0 0 4193 0 12164 0 153496 0 0 PART I, LINE 3 A RELATED ENTITY USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. 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 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 ORGINARY ACTIVITIES AND SERVICES REQUIRED FOR THE DAY-TO-DAY MANAGEMENT, ADMINISTRATION AND SUPPORT OF THE FOUNDATION'S BUSINESS. IN CONNECTION WITH MANAGEMENT SERVICES, VNH ISS 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 SOLEY RESPONSIBLE FOR TEH 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 APOINTED 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, RESTRUCTUTING OR SIMILAR EVENT, NOR SHALL IT BECOME A MEMBER, PARTNER, SHAREHOLDER, TRUSTEE OR OTHER FUDICIARY OR 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 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 ADVISORS 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 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: NET ASSET TRANSFER -6,091,338. VISITING NURSE SERVICES OF IOWA DBA EVERYSTEP 3000 EASTON BLVD DES MOINES IA 50317 455189289 ADMINISTRATIVE AND MANAGEMENT SERVICES IA 501(C)(3) LINE 12B, II N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 VISITING NURSE SERVICES OF IOWA B 1528866 VISITING NURSE SERVICES OF IOWA P 120000 VISITING NURSE SERVICES OF IOWA D 147026