The Dubuque Visiting Nurse Association

Nonprofit profile at a glance

EIN
420680410
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Dubuque, IA, USA
Phone
5635566200
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$3,801,572
Expenses
$4,018,247
Assets
$4,454,524
Liabilities
$1,933,404

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

11 people listed

Executive titles in this filing

  • CHAD WOLBERS TO 823 (BOARD MEMBER & PRES/CEO)

Highest reported compensation

  • JENNIFER HAVENS (BOARD MEMBER & MARKET PRES): $467,361 total reported compensation
  • CHAD WOLBERS TO 823 (BOARD MEMBER & PRES/CEO): $378,513 total reported compensation
  • CAROL CROSS (MARKET VP FINANCE): $344,043 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The visiting nurse association exists to promote and improve the health, wellness, and safety of individuals and communities through provision of comprehensive, home, and community based initiatives and services.

What it reported doing in 2024

Home health-care servicesthe dubuque visiting nurse association (vna) provides non-certified, in-home health services for chronically ill residents of dubuque county. It also provides child health services for families in need with the intent to improve the community's overall health and access to care. The clayton county vna provides medicare-certified home care as well as public health services. In both dubuque and clayton county vna offices the highest priority is given to low-income individuals but services are available to all residents. All services are provided regardless of an individual's race, creed, sex, nationality, handicap, age or ability to compensate for services rendered. In-home healthcare services provided may include, but are not limited to, case management, certified nursing (clayton county office only), child health case management, wic clinics, health maintenance visits, infusion services (clayton county office only), immunization clinics, nursing care, parenting support, and other support services for high-risk new parents and newborns, senior citizens, disabled, ill, handicapped and terminally ill people in the dubuque and clayton county community. Services may be provided on a one-time, intermittent, part-time or long-term basis. Some of the programs to note were wic, oral health screening, fluoride varnish treatments, child health, parent education, immunization clinics, foot care clinics, tb preventive therapy and breast and cervical cancer.

Operating model

Revenue model
Grant-funded. 72% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 71
  • Accountability: 92
  • Sustainability: 28
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.4%; rating input score 93
  • Program expense ratio: 88.4%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 85.7%; rating input score 86; 17th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -5.7%; rating input score 19; 19th percentile among comparable filings
  • Total-asset coverage ratio: 1.11; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0.43; rating input score 25; 25th percentile among comparable filings
  • Officer compensation ratio: 7.3%; rating input score 40; 40th percentile among comparable filings

Growth

  • Program expense growth: 3.2% per year; rating input score 100; 29th percentile among comparable filings
  • Revenue growth: 2.1% per year; rating input score 100; 21st percentile among comparable filings
  • Asset growth: 4.1% per year; rating input score 100; 30th percentile among comparable filings

Details

  • Where the money goes: 93.4% of revenue deployed · 88.4% of spending went to programs
  • Governance: 6 of 7 board members independent · 9 of 9 filing controls reported
  • Programs: 2 filed program accomplishments · $3.6M in reported program spending
  • Leadership: top reported pay $467K · 11 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 31 of 31 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 79 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Sustainability: Operating margin scored 19/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Liabilities to assets ratio scored 25/100.
  • Moderate — Sustainability: Officer compensation ratio scored 40/100.