Valley Vna Health Systems Inc

Nonprofit profile at a glance

EIN
391624803
IRS 990 coverage
2010–2025
Forms available
Form 990 2025, Form 990-T 2025
Location
Neenah, WI, USA
Phone
9207275555
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Home Health Care

Official website

Reported finances

Revenue
$8,665,676
Expenses
$8,641,408
Assets
$16,117,589
Liabilities
$907,676

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

10 people listed

Executive titles in this filing

  • BECKY REICHELT (PRESIDENT/CE)

Highest reported compensation

  • BECKY REICHELT (PRESIDENT/CE): $189,342 total reported compensation
  • VICKI MCAULIFFE (CFO): $99,876 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Providing quality choices for senior living

What it reported doing in 2025

Homemaker/companion programs performed 173 hours of service. These services include housekeeping, meal preparation, medication reminders, grocery shopping, and performing other errands. Performed 1928 hours of homemaid service.

Operating model

Revenue model
Earned-program. 92% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% 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 some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 65
  • Accountability: 84
  • Sustainability: 44
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77%; rating input score 77
  • Program expense ratio: 76%; rating input score 76
  • Fundraising efficiency: $43.89 raised per $1 spent on fundraising; rating input score 77; 77th percentile among comparable filings

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: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Scored; rating input score 0

Accountability

  • Independent voting board: 88.9%; rating input score 89; 21st percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.3%; rating input score 28; 28th percentile among comparable filings
  • Total-asset coverage ratio: 1.87; rating input score 55; 55th percentile among comparable filings
  • Liabilities to assets ratio: 0.06; rating input score 58; 58th percentile among comparable filings
  • Officer compensation ratio: 3.3%; rating input score 68; 68th percentile among comparable filings

Growth

  • Program expense growth: 14.8% per year; rating input score 100; 75th percentile among comparable filings
  • Revenue growth: 9.8% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 7.4% per year; rating input score 100; 46th percentile among comparable filings

Details

  • Where the money goes: 77% of revenue deployed · 76% of spending went to programs
  • Governance: 8 of 9 board members independent · 7 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $6.6M in reported program spending
  • Leadership: top reported pay $189K · 10 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $768K reported
  • Consistency: 27 of 27 current checks pass
  • Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 16 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • High — Sustainability: Operating margin scored 28/100.
  • Review — Sustainability: Total-asset coverage ratio scored 55/100.
  • Review — Sustainability: Liabilities to assets ratio scored 58/100.