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Lee Regional Visiting Nurse Association Inc

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$207k (2023)

Expenses
$15.3k (2023)

Total Assets
$0 (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,702
Expenses
$15,302
Net Income
$191,400
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $12,195
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $2,602
1.3%
Net Fundraising $0
Sales of Assets $33,708
16.3%
Net Inventory Sales $0
Other Revenue $158,197
76.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Mary Ann Ludtke (President) $0 $0 $0
Kurt Toegel (Vice President) $0 $0 $0
Michael Margiotta (Treasurer) $0 $0 $0
Walter Breau (Director) $0 $0 $0
Marilyn Hansen (Director) $0 $0 $0
Michael Sorrentino (Director) $0 $0 $0
Ruth Odgren (Ceo) $0 $0 $0
Patricia Lamont (Cfo/Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$36,224
Expenses
$51,842
Net Income
-$15,618
Net Assets
$1,457,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $11,992
33.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $24,232
66.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $20,170
38.9%
Assets/Debt
Total Assets $1,588,111
Total Liabilities $130,961
Net Assets $1,457,150
Compensation
Key Employees and Officers Compensation Related Other
Patricia Lamont (Cfo/Secretary) $12,610 $0 $0
Ruth Odgren (Ceo) $7,560 $0 $0
Mary Ann Ludtke (President) $0 $0 $0
Kurt Toegel (Vice President) $0 $0 $0
Michael Margiotta (Treasurer) $0 $0 $0
Walter Breau (Director) $0 $0 $0
Marilyn Hansen (Director) $0 $0 $0
Michael Sorrentino (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$269,727
Expenses
$193,549
Net Income
$76,178
Net Assets
$1,597,967
Notable Sources of Revenue Percent of Total Revenue
Contributions $163
0.1%
Program Services $5,087
1.9%
Investment Income $8,261
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $26,664
9.9%
Net Fundraising $0
Sales of Assets $222,413
82.5%
Net Inventory Sales $0
Other Revenue $7,139
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $36,535
18.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,740,151
Total Liabilities $142,184
Net Assets $1,597,967
Compensation
Key Employees and Officers Compensation Related Other
Patricia Lamont (Cfo) $25,735 $0 $0
Ruth Odgren (Ceo) $10,800 $0 $0
Mary Ann Ludtke (President) $0 $0 $0
Kurt Toegel (Vice President) $0 $0 $0
Michael Margiotta (Treasurer) $0 $0 $0
Walter Breau (Director) $0 $0 $0
Marilyn Hansen (Director) $0 $0 $0
Michael Sorrentino (Director) $0 $0 $0
Susan Mc Ninch (Past Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$801,658
Expenses
$1,209,732
Net Income
-$408,074
Net Assets
$823,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,454
1.4%
Program Services $650,161
81.1%
Investment Income $7,203
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $34,967
4.4%
Net Fundraising $0
Sales of Assets $97,873
12.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $163,452
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $455,594
37.7%
Assets/Debt
Total Assets $1,529,740
Total Liabilities $705,859
Net Assets $823,881
Compensation
Key Employees and Officers Compensation Related Other
Patricia Lamont (Cfo) $88,255 $0 $3,722
Ruth Odgren (Ceo) $71,401 $0 $74
Kurt Toegel (Chair) $0 $0 $0
Mary Ann Ludtke (Vice Chair) $0 $0 $0
Michael Margiotta (Treasurer) $0 $0 $0
Susan Mc Ninch (Secretary) $0 $0 $0
Walter Breau (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,727,964
Expenses
$4,425,672
Net Income
-$697,708
Net Assets
$2,077,451
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,255
0.5%
Program Services $3,616,612
97.0%
Investment Income $30,570
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $42,000
1.1%
Net Fundraising $0
Sales of Assets $21,527
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $140,081
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,471,460
55.8%
Assets/Debt
Total Assets $2,853,003
Total Liabilities $775,552
Net Assets $2,077,451
Compensation
Key Employees and Officers Compensation Related Other
Patricia Lamont (Cfo) $91,853 $0 $7,908
Ruth Odgren (Ceo) $40,320 $0 $0
Kurt Toegel (Chair) $0 $0 $0
Mary Ann Ludtke (Vice Chair) $0 $0 $0
Michael Margiotta (Treasurer) $0 $0 $0
Susan Mc Ninch (Secretary) $0 $0 $0
Walter Breau (Board Member) $0 $0 $0
Rebecca Sorrentino (Board Member) $0 $0 $0
Holly Chaffee (Past Ceo) $0 $0 $0
Joyce Theilen (Past Vice Chair) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,124,172
Expenses
$4,853,777
Net Income
-$729,605
Net Assets
$2,579,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,656
2.0%
Program Services $4,056,884
98.4%
Investment Income $39,364
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $38,674
0.9%
Net Fundraising $0
Sales of Assets -$94,406
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $144,243
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,912,799
60.0%
Assets/Debt
Total Assets $3,412,364
Total Liabilities $832,876
Net Assets $2,579,488
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patricia Lamont (Cfo) $104,337 $0 $7,764
Holly Chaffee (Past Ceo) $31,962 $0 $180
Susan Mcninch (Secretary) $0 $0 $0
Bob Mcninch (Board Member) $0 $0 $0
Kurt Toegal (Chair) $0 $0 $0
Walter Breau (Board Member) $0 $0 $0
Joyce Theilen (Vice Chair) $0 $0 $0
Michael Margiotta (Treasurer) $0 $0 $0
Gina Fernandez (Board Member) $0 $0 $0
Rebecca Sorrentino (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,160,855
Expenses
$5,256,915
Net Income
-$96,060
Net Assets
$3,344,259
Notable Sources of Revenue Percent of Total Revenue
Contributions $107,847
2.1%
Program Services $4,869,876
94.4%
Investment Income $33,706
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $38,923
0.8%
Net Fundraising $7,962
0.2%
Sales of Assets $102,541
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $300,067
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,011,534
57.3%
Assets/Debt
Total Assets $4,143,338
Total Liabilities $799,079
Net Assets $3,344,259
Compensation
Key Employees and Officers Compensation Related Other
Holly Chaffee (President, Ceo) $194,923 $0 $2,328
Patricia Lamont (Cfo) $95,512 $0 $7,304
Susan Mcninch (Secretary) $0 $0 $0
Bob Mcninch (Board Member) $0 $0 $0
Deanna Markham (Past Treasurer) $0 $0 $0
Kurt Toegal (Chair) $0 $0 $0
Walter Breau (Board Member) $0 $0 $0
Joyce Theilen (Vice Chair) $0 $0 $0
Marilyn Hansen (Past Secretary /Clerk) $0 $0 $0
Michael Margiotta (Treasurer) $0 $0 $0
Gina Fernandez (Board Member) $0 $0 $0
Rebecca Sorrentino (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,108,491
Expenses
$5,076,111
Net Income
$32,380
Net Assets
$3,412,775
Notable Sources of Revenue Percent of Total Revenue
Contributions $101,656
2.0%
Program Services $4,853,882
95.0%
Investment Income $34,296
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $39,109
0.8%
Net Fundraising $20,245
0.4%
Sales of Assets $59,303
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $277,930
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,928,253
57.7%
Assets/Debt
Total Assets $4,167,293
Total Liabilities $754,518
Net Assets $3,412,775
Compensation
Key Employees and Officers Compensation Related Other
Holly Chaffee (Ceo) $177,195 $0 $2,570
Patricia Lamont (Cfo) $88,417 $0 $9,748
Susan Mcninch (Secretary) $0 $0 $0
Bob Mcninch (Board Member) $0 $0 $0
Deanna Markham (Treasurer) $0 $0 $0
Kurt Toegel (President) $0 $0 $0
Walter Breau (Board Member) $0 $0 $0
Edwin Powell (Board Member) $0 $0 $0
Dr Joyce Thielen (Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,123,832
Expenses
$5,069,400
Net Income
$54,432
Net Assets
$3,378,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,909
2.0%
Program Services $4,987,644
97.3%
Investment Income $30,868
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $24,237
0.5%
Net Fundraising $0
Sales of Assets -$22,826
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $281,089
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,998,409
59.1%
Assets/Debt
Total Assets $4,138,917
Total Liabilities $760,408
Net Assets $3,378,509
Compensation
Key Employees and Officers Compensation Related Other
Holly Chaffee (Ceo) $174,832 $0 $9,039
Patricia Lamont (Cfo) $89,423 $0 $7,795
Mike Sorrentino (President) $0 $0 $0
Marilyn Hansen (Vice President) $0 $0 $0
Deanna Markham (Treasurer) $0 $0 $0
Kurt Toegel (Clerk) $0 $0 $0
Walter Breau (Board Member) $0 $0 $0
Chris Shields (Board Member) $0 $0 $0
Jason Free (Board Member) $0 $0 $0
Edward Lahey (Board Member) $0 $0 $0
Avon Frulla (Board Member) $0 $0 $0
Sandra Dignard (Board Member) $0 $0 $0
Dr Joyce Thielen (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,707,601
Expenses
$4,875,470
Net Income
-$167,869
Net Assets
$3,340,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,187
2.0%
Program Services $4,543,596
96.5%
Investment Income $36,669
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $18,337
0.4%
Net Fundraising $0
Sales of Assets $14,812
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $251,679
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,833,145
58.1%
Assets/Debt
Total Assets $4,220,473
Total Liabilities $879,835
Net Assets $3,340,638
Compensation
Key Employees and Officers Compensation Related Other
Holly Chaffee (Ceo) $158,724 $0 $4,210
Patricia Lamont (Cfo) $88,020 $0 $726
Mike Sorrentino (President) $0 $0 $0
Marilyn Hansen (Vice President) $0 $0 $0
Deanna Markham (Treasurer) $0 $0 $0
Kurt Toegel (Secretary) $0 $0 $0
Walter Breau (Board Member) $0 $0 $0
Chris Shields (Board Member) $0 $0 $0
Jason Free (Board Member) $0 $0 $0
Edward Lahey (Board Member) $0 $0 $0
Avon Frulla (Board Member) $0 $0 $0
Sandra Dignard (Board Member) $0 $0 $0
Dr Joyce Thielen (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,778,156
Expenses
$2,761,185
Net Income
$16,971
Net Assets
$2,372,347
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,904
3.1%
Program Services $2,609,357
93.9%
Investment Income $23,812
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $14,837
0.5%
Net Fundraising $0
Sales of Assets $44,246
1.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $252,205
9.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,519,388
55.0%
Assets/Debt
Total Assets $2,802,181
Total Liabilities $429,834
Net Assets $2,372,347
Compensation
Key Employees and Officers Compensation Related Other
Holly Chaffee (Ceo) $155,448 $0 $11,147
Patricia Lamont (Cfo) $84,484 $0 $1,127
Robert Mc Ninch (President) $0 $0 $0
Mike Sorrentino (Vice President) $0 $0 $0
Deanna Markham (Treasurer) $0 $0 $0
Marilyn Hansen (Secretary) $0 $0 $0
Edwin Powell (Board Member) $0 $0 $0
Chris Shields (Board Member) $0 $0 $0
George Membrino (Board Member) $0 $0 $0
Edward Lahey (Board Member) $0 $0 $0
Avon Frulla (Board Member) $0 $0 $0
Sandra Dignard (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,521,219
Expenses
$3,401,154
Net Income
$120,065
Net Assets
$2,337,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,298
2.5%
Program Services $3,347,954
95.1%
Investment Income $21,107
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $14,837
0.4%
Net Fundraising $18,912
0.5%
Sales of Assets $29,111
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $239,554
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,618,771
47.6%
Assets/Debt
Total Assets $2,832,102
Total Liabilities $495,102
Net Assets $2,337,000

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,786,749
Expenses
$3,737,164
Net Income
$49,585
Net Assets
$2,203,443
Notable Sources of Revenue Percent of Total Revenue
Contributions $140,054
3.7%
Program Services $3,638,019
96.1%
Investment Income $30,490
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $13,747
0.4%
Net Fundraising $0
Sales of Assets -$35,561
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $238,614
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,863,849
49.9%
Assets/Debt
Total Assets $2,718,922
Total Liabilities $515,479
Net Assets $2,203,443

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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