2024-11-08T13:58:08-06:00 2023-12-31 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-01-01 391750729 UNITY LIMITED PARTNERSHIP UNIT 9203381111 2366 OAK RIDGE CIRCLE DE PERE WI 54115 ALISA GERKE EXECUTIVE DIRECTOR 9203381111 2024-11-08 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2024-11-01 2023 2024-10-15 13:58:12Z UNITY ALISA GERKE 2366 OAK RIDGE CIRCLE DE PERE WI 54115 36070352 0 X WWW.UNITYHOSPICE.ORG X PARTNERSHIP 1993 WI PROVIDE HOSPICE, PALLIATIVE, AND BEREAVEMENT SERVICES 8 2 321 335 169008 0 1550046 700181 25756894 27813200 588056 547101 315935 536300 28210931 29596782 0 0 0 0 20235886 22182177 0 0 215971 7718422 7775283 27954308 29957460 256623 -360678 33348419 35079286 3075427 2637587 30272992 32441699 X TO HONOR LIFE BY BRINGING PEACE OF MIND AND COMFORT WHEN IT MATTERS MOST. 0 0 20429317 0 27495397 HOSPICE CARE - THIS PROGRAM SUPPORTS THOSE WHO MAY BE IN THEIR LAST MONTHS OF LIFE AND PROVIDES PHYSICAL, EMOTIONAL, AND SPIRITUAL SUPPORT TO THE INDIVIDUAL AND FAMILY. CARE IS PROVIDED AT A HOSPICE RESIDENCE ON UNITY'S CAMPUS OR WHEREVER THE INDIVIDUAL LIVES, WHETHER A PRIVATE HOME, NURSING HOME, ASSISTED LIVING FACILITY, HOSPITAL, OR UNITY'S JACK AND ENGRID MENG RESIDENCE. UNITY PROVIDES CARE TO ALL PATIENTS, REGARDLESS OF ABILITY TO PAY. 721255 0 20000 GRIEF SERVICES - THIS PROGRAM ENSURES THAT, FOLLOWING THE DEATH OF A FRIEND OR LOVED ONE, NO ONE HAS TO WALK ALONE. UNITY PROVIDES FOLLOW-UP CARE--MAILINGS, PHONE CALLS, PERSONAL VISITS, AND GROUP SUPPORT--TO MEET THE INDIVIDUAL NEEDS OF EACH PERSON. A MINIMUM THIRTEEN MONTHS OF CARE ALLOWS INDIVIDUALS TO PASS THROUGH ALL THE "FIRSTS" WHILE RECEIVING THE REASSURANCE THAT, ALTHOUGH DIFFICULT, GRIEF IS A NATURAL PROCESS THAT IS DIFFERENT FOR EVERY PERSON. UNITY'S BEREAVEMENT CARE IS OFFERED TO ALL RESIDENTS OF NORTHEAST WISCONSIN, REGARDLESS OF PRIOR AFFILIATION TO UNITY. 424129 0 85482 SUPPORTIVE CARE MANAGEMENT, LLC - UNITY NOTICED A GAP IN CARE FOR INDIVIDUALS WHO WERE FACING A SERIOUS ILLNESS AND DID NOT QUALIFY FOR HOSPICE. MANY OF THESE INDIVIDUALS MAY HAVE BEEN RECEIVING CURATIVE TREATMENTS OR MAY HAVE HAD A LIMITING BUT INDETERMINATE PROGNOSIS. WHILE THESE INDIVIDUALS FACED THE BURDEN OF BALANCING MULTIPLE APPOINTMENTS, TREATMENTS, MEDICATIONS, DECISIONS, AND OTHER HEALTH MATTERS, THEY DID NOT HAVE ONE CONSISTENT PLAN OF CARE MANAGED BY ANY ONE PROVIDER. THIS IS WHEN UNITY ESTABLISHED ITS PALLIATIVE CARE PROGRAM TO ADDRESS NOT ONLY THE PHYSICAL SYMPTOMS OF A SERIOUS ILLNESS OR CONDITION BUT THE EMOTIONAL, SOCIAL, AND SPIRITUAL CONCERNS AS WELL. 57721 0 43313 CARE COMPANIONS, LLC - UNITY RECOGNIZES THAT MOST PEOPLE WISH TO LIVE INDEPENDENTLY IN THEIR HOME AND OFFERS A WIDE RANGE OF PERSONALIZED, NON-MEDICAL SERVICES TO MEET THEIR EVER-CHANGING NEEDS. EXAMPLES OF SERVICES PROVIDED ARE: PERSONAL ASSISTANCE, COMPANIONSHIP, AND HOUSEKEEPING TASKS. 57721 0 43313 21632422 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 21 0 321 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 8 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JESSICA GRIMM 9203381111 2366 OAK RIDGE CIRCLE DE PERE WI 54115 PATTY ALLEN BOARD OF DIRECTORS 0.40 X X 0 649506 34135 KEN NELSON BOARD OF DIRECTORS 0.40 X X 0 340929 44235 KATHRYN LAFOND MD BOARD OF DIRECTORS 0.23 X 0 291989 46249 KATHY KERSCHER BOARD OF DIRECTORS 0.40 X X 0 192366 24611 BETH WAGNER BOARD OF DIRECTORS 0.23 X 0 121674 18377 PAUL PRITCHARD MD BOARD OF DIRECTORS 0.23 X 0 0 0 HEATHER GARTZKE BOARD OF DIRECTORS 0.23 X 0 0 0 SHERRY LAFOND BOARD OF DIRECTORS 0.23 X 0 127914 19446 ALISA GERKE EXECUTIVE DIRECTOR 40.00 X 219325 0 14325 JESSICA GRIMM SENIOR DIRECTOR OF FINANCE 40.00 X 146634 0 39072 AMY JAMES MD MEDICAL DIRECTOR 40.00 X 286128 0 43497 RONALD MANNING MD ASSISTANT MEDICAL DIRECTOR 40.00 X 240929 0 35341 CHRISTINA SCHLUETER SENIOR DIRECTOR, GROWTH & 40.00 X 138581 0 37965 KATIE BISCHOFF SENIOR DIRECTOR, NURSING 40.00 X 160804 0 18656 NICOLE SPAETH NURSE PRACTITIONER 40.00 X 142307 0 6052 1334708 1724378 381961 22 0 1 0 0 71668 628513 33392 700181 HOSPICE CARE REVENUE 624100 27813200 27644192 169008 27813200 611746 611746 6365071 6421058 8658 -55987 -8658 -64645 -64645 33832 71668 38426 -4594 -4594 7265 5428 1837 1837 367657 0 367657 367657 INSURANCE PAYMENT 900999 171400 171400 171400 29596782 27644192 169008 1083401 419355 419355 16646030 11813841 4689418 142771 347785 254848 88012 4925 3778933 3483970 272145 22818 990074 630660 349141 10273 52287 4208 48079 72573 72573 107094 107094 147278 52975 94303 125325 17615 107710 667162 123350 518033 25779 484852 5773 479079 471377 298095 173282 719769 674417 43684 1668 80593 20868 59725 681093 374718 306375 85291 85291 PATIENT COSTS 3752899 3752899 PROVISION FOR BAD DEBT 72665 72665 MEMBERSHIP & DUES 28015 28015 227010 51520 167753 7737 29957460 21632422 8109067 215971 500 500 6648506 1905618 1843 2100 2952042 4731739 60949 62895 10247819 5708055 4629737 4539764 18798602 23721535 256240 115135 33348419 35079286 2796874 2502562 18611 18036 259942 116989 3075427 2637587 X 29660654 31787861 612338 653838 30272992 32441699 33348419 35079286 -360678 2529385 0 X X 0 1 X 1 0 X 672415 1327456 3034362 1550046 700181 7284460 22435453 25778683 27308602 25692901 27644192 128859831 154920 136177 281137 318586 367657 1258477 23262788 27242316 30624101 27561533 28712030 137402768 6000 16425 24100 46525 0 6000 16425 24100 46525 137356243 329276 202788 341971 423194 611746 1908975 329276 202788 341971 423194 611746 1908975 0 0 12855 61342 166251 240448 171400 171400 23592064 27445104 30978927 28046069 29661427 139723591 0.98310 0.98800 0.01370 0.01110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3050 3050 0 PART II-B, LINE 1: 7% OF NPHI PROVIDER DUES WERE USED FOR SPECIFIC LOBBYING PURPOSES AS DEFINED BY NPHI. 2023 DUES PAID = $18,800. 35.88% OF WIHPCA PROVIDER DUES WERE USED FOR SPECIFIC LOBBYING PURPOSES AS DEFINED BY WIHPCA. 2023 DUES PAID = $4,833.33. 514539 74275 588814 603701 200 -89362 514539 537065 250 66386 603701 482699 54366 537065 405289 300 77110 482699 0.00000 0.53700 0.46300 0 0 1034425 1034425 4497438 2986314 1511124 1685119 926503 758616 3030837 1795238 1235599 4539764 OPERATING LEASE LIABILITY 116989 116989 31603592 2529385 -415481 2113904 29489688 107094 107094 29596782 29434885 0 29434885 107094 415481 522575 29957460 PART V, LINE 4: UNITY'S ENDOWMENT CONSISTS OF A FUND ESTABLISHED TO PROVIDE END-OF-LIFE CARE FOR THOSE IN NEED. UNITY'S ENDOWMENT IS A DONOR-RESTRICTED ENDOWMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUND-RAISING EXPENSES -215,971. RESALE SHOPPE EXPENSE -199,510. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUND-RAISING EXPENSE 215,971. RESALE SHOPPE EXPENSE 199,510. GOLF CLASSIC 68210 36078 32132 13452 7920 7711 2664 LUMINARY WALK 25575 25575 1283 2769 2 11715 10015 1700 625 1077 925 105500 71668 33832 14077 10280 7711 6358 38426 -4594 7265 5428 1 1.00000 7265 5428 5428 1837 WI 1 0 0 0 0.00000 1.00000 DIANA BUTZ 2366 OAK RIDGE CIRCLE DE PERE WI 54115 0 0 X X 0 0 0 0 0 0 0 0 0 PATTY ALLEN BOARD OF DIRECTORS 0 498773 0 53821 0 96912 0 6100 0 28035 0 683641 0 0 KEN NELSON BOARD OF DIRECTORS 0 305329 0 35600 0 0 0 6100 0 38135 0 385164 0 0 KATHRYN LAFOND MD BOARD OF DIRECTORS 0 274957 0 16742 0 290 0 19119 0 27130 0 338238 0 0 AMY JAMES MD MEDICAL DIRECTOR 285555 0 0 0 573 0 11801 0 31696 0 329625 0 0 0 RONALD MANNING MD ASSISTANT MEDICAL DIRECTOR 239858 0 0 0 1071 0 10001 0 25340 0 276270 0 0 0 ALISA GERKE EXECUTIVE DIRECTOR 211483 0 0 0 7842 0 8635 0 5690 0 233650 0 0 0 KATHY KERSCHER BOARD OF DIRECTORS 0 150982 0 17000 0 24384 0 13559 0 11052 0 216977 0 0 JESSICA GRIMM SENIOR DIRECTOR OF FINANCE 146634 0 0 0 0 0 6293 0 32779 0 185706 0 0 0 KATIE BISCHOFF SENIOR DIRECTOR, NURSING 160570 0 0 0 234 0 6624 0 12032 0 179460 0 0 0 CHRISTINA SCHLUETER SENIOR DIRECTOR, GROWTH & 138581 0 0 0 0 0 5941 0 32024 0 176546 0 0 0 PART I, LINE 3 UNITY'S EXECUTIVE COMMITTEE HAS GENERAL OVERSIGHT OF UNITY'S EXECUTIVE PERFORMANCE AND COMPENSATION PROGRAM. SPECIFIC DUTIES INCLUDE A YEARLY EVALUATION OF THE EXECUTIVE DIRECTOR AND REVIEW OF EXECUTIVE COMPENSATION. ANNUALLY THE COMMITTEE CHAIR, WITH INPUT FROM THE OTHER EXECUTIVE COMMITTEE MEMBERS, MEETS WITH THE EXECUTIVE DIRECTOR TO DISCUSS AND DOCUMENT PERFORMANCE AND TO REVIEW THE ORGANIZATION'S GOALS AND OBJECTIVES. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED, DOCUMENTED AND BENCHMARKED USING A SALARY SURVEY CONSISTENT WITH THE POSITION. X GOLF CLASSIC PRIZES 76 19215 FMV X SPORTING EVENTS TICKETS 38 5248 FMV X HANDMADE ITEMS 537 4867 FMV X FUEL CHARGES, MOWER, ETC 2 3587 FMV X ONLINE AUCTION ITEMS 7 475 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED REPORTED IN PART I, COLUMN B. FORM 990, PART VI, SECTION A, LINE 6 UNITY IS ORGANIZED AS A PARTNERSHIP WITH MEMBERS WHO ARE ALL 501(C)(3) ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A ACCORDING TO THE OPERATING AGREEMENT, GENERAL PARTNERS APPOINT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNING BODY APPROVES THE STRATEGIC PLAN OR MISSION STATEMENT, THE BUDGET FOR THE HOSPICE, AND ANY ADDITIONAL CAPITAL CONTRIBUTIONS TO THE PARTNERSHIP. FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE ASSISTANT E-MAILED THE 990 TO THE MANAGEMENT COMMITTEE FOR THEIR REVIEW PRIOR TO ITS FINAL SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE SIGNS A CONFLICT OF INTEREST STATEMENT AND THE POLICY IS REVIEWED AT THEIR ANNUAL EVALUATION. EACH OF THE MEMBERS ARE SUBJECTED TO THEIR EMPLOYER'S CONFLICT OF INTEREST POLICY WITH REGARD TO THEIR SERVICES ON THE UNITY BOARD AND THOSE POLICIES ARE UPDATED ANNUALLY. IF THERE IS A CONFLICT OF INTEREST THE CONFLICT OF INTEREST IS DISCLOSED TO THE COMPLIANCE OFFICER OR EXECUTIVE DIRECTOR AND THE INDIVIDUAL REFRAINS FROM ACTING. FORM 990, PART VI, SECTION B, LINE 15 UNITY'S EXECUTIVE COMMITTEE HAS GENERAL OVERSIGHT OF UNITY'S EXECUTIVE DIRECTOR PERFORMANCE AND COMPENSATION PROGRAM. SPECIFIC DUTIES INCLUDE A YEARLY EVALUATION OF THE EXECUTIVE DIRECTOR AND REVIEW OF EXECUTIVE COMPENSATION. ANNUALLY THE COMMITTEE CHAIR, WITH INPUT FROM THE OTHER EXECUTIVE COMMITTEE MEMBERS, MEETS WITH THE EXECUTIVE DIRECTOR TO DISCUSS AND DOCUMENT PERFORMANCE AND TO REVIEW THE ORGANIZATION'S GOALS AND OBJECTIVES. COMPENSATION FOR THE UPCOMING YEAR IS ALSO DISCUSSED, DOCUMENTED AND BENCHMARKED USING A SALARY SURVEY CONSISTENT WITH THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES MADE FROM PRIOR YEAR. UNITY RESALE SHOPPE LLC 2366 OAK RIDGE CIRCLE DE PERE WI 54115 RESALE SHOP WI 168150 1775 UNITY LIMITED PARTNERSHIP UNITY SUPPORTIVE CARE MANAGEMENT LLC 2366 OAK RIDGE CIRCLE DE PERE WI 54115 842359067 PALLIATIVE CARE WI -338646 0 UNITY LIMITED PARTNERSHIP CARE COMPANIONS LLC 2366 OAK RIDGE CIRCLE DE PERE WI 54115 863539802 NON-MEDICAL HOME CARE WI -70629 0 UNITY LIMITED PARTNERSHIP BELLIN MEMORIAL HOSPITAL INC PO BOX 23400 GREEN BAY WI 54305 390884478 ACUTE CARE HOSPITAL WI 501(C)(3) LINE 3 BELLIN HEALTH SYSTEMS INC 0 ST VINCENT HOSPITAL OF THE HOSPITAL SISTERS 835 S VAN BUREN GREEN BAY WI 54301 390817529 ACUTE CARE HOSPITAL WI 501(C)(3) LINE 3 HOSPITAL SISTERS SERVICES INC 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0