Civic Intelligence

Unity Limited Partnership

990 • Fiscal year 2011 • EIN 39-1750729

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

2366 Oak Ridge Circle54115
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.12x

Higher debt load relative to assets than 33% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

53rd percentile

2.9%

Faster asset growth than 53% of similar nonprofits.

2011 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$13,783,704

Up $383,658 (+2.9%) from 2010

Net Assets

Up

$12,134,874

Up $172,873 (+1.4%) from 2010

Liabilities

Up

$1,648,830

Up $210,785 (+15%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$18,717,493

Up $1,102,384 (+6.3%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $13,400,046Liabilities 2010: $1,438,045Net Assets 2010: $11,962,0012010Assets 2011: $13,783,704Liabilities 2011: $1,648,830Net Assets 2011: $12,134,8742011Assets 2012: $15,824,839Liabilities 2012: $1,879,295Net Assets 2012: $13,945,5442012Assets 2013: $16,032,758Liabilities 2013: $1,734,345Net Assets 2013: $14,298,4132013Assets 2014: $16,272,063Liabilities 2014: $1,820,141Net Assets 2014: $14,451,9222014Assets 2015: $15,367,377Liabilities 2015: $3,830,102Net Assets 2015: $11,537,2752015Assets 2016: $17,782,083Liabilities 2016: $1,815,576Net Assets 2016: $15,966,5072016Assets 2017: $20,428,396Liabilities 2017: $1,887,021Net Assets 2017: $18,541,3752017Assets 2018: $22,300,750Liabilities 2018: $2,406,328Net Assets 2018: $19,894,4222018Assets 2019: $24,847,052Liabilities 2019: $2,126,791Net Assets 2019: $22,720,2612019Assets 2020: $31,689,325Liabilities 2020: $3,456,951Net Assets 2020: $28,232,3742020Assets 2021: $36,485,228Liabilities 2021: $2,648,020Net Assets 2021: $33,837,2082021Assets 2022: $33,348,419Liabilities 2022: $3,075,427Net Assets 2022: $30,272,9922022Assets 2023: $35,079,286Liabilities 2023: $2,637,587Net Assets 2023: $32,441,6992023Assets 2024: $35,823,019Liabilities 2024: $2,876,384Net Assets 2024: $32,946,6352024

Highlighted filing

2011

Assets$13,783,704
Liabilities$1,648,830
Net Assets$12,134,874

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $17,615,1092010Expenses 2011: $18,717,4932011Expenses 2012: $19,194,9782012Revenue 2013: $20,302,795Expenses 2013: $20,110,543Net Income 2013: $192,2522013Revenue 2014: $18,899,711Expenses 2014: $18,650,243Net Income 2014: $249,4682014Revenue 2015: $16,249,829Expenses 2015: $18,817,282Net Income 2015: -$2,567,4532015Revenue 2016: $23,680,439Expenses 2016: $19,511,802Net Income 2016: $4,168,6372016Revenue 2017: $21,620,533Expenses 2017: $19,742,375Net Income 2017: $1,878,1582017Revenue 2018: $24,093,554Expenses 2018: $21,681,986Net Income 2018: $2,411,5682018Revenue 2019: $23,911,031Expenses 2019: $22,534,668Net Income 2019: $1,376,3632019Revenue 2020: $27,892,171Expenses 2020: $23,750,303Net Income 2020: $4,141,8682020Revenue 2021: $33,072,896Expenses 2021: $26,960,871Net Income 2021: $6,112,0252021Revenue 2022: $28,210,931Expenses 2022: $27,954,308Net Income 2022: $256,6232022Revenue 2023: $29,596,782Expenses 2023: $29,957,460Net Income 2023: -$360,6782023Revenue 2024: $32,723,330Expenses 2024: $32,708,737Net Income 2024: $14,5932024

Highlighted filing

2011

Revenue-
Expenses$18,717,493
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Gross Receipts
$18,908,305
Mission and Program Overview

Mission

Honor life by providing comfort, care and compassion to patients and families.

Major Activities

Activity 2
Palliative care - in 2002, 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. The cost of fully or partially subsidized care for direct services under unity's community care policy for palliative services in 2011 was $1,152,664.
Activity 3
Bereavement care - 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. The cost of subsidized care for direct services and supplies under unity's community care policy for bereavement services in 2011 was $291,819.
Filing and Contact Details

Filer

EIN
39-1750729
Raw XML AppendixShowing 400 of 605 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Activity2/Description0PALLIATIVE CARE - IN 2002, 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. THE COST OF FULLY OR PARTIALLY SUBSIDIZED CARE FOR DIRECT SERVICES UNDER UNITY'S COMMUNITY CARE POLICY FOR PALLIATIVE SERVICES IN 2011 WAS $1,152,664.
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IRS990/Activity3/Description0BEREAVEMENT CARE - 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. THE COST OF SUBSIDIZED CARE FOR DIRECT SERVICES AND SUPPLIES UNDER UNITY'S COMMUNITY CARE POLICY FOR BEREAVEMENT SERVICES IN 2011 WAS $291,819.
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IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear018235732
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year017119089
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years016654519
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years016660530
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years015188069
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total083857939
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYear025015
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total025015
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYear061080
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus1Year049888
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus2Years0101891
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years035097
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus4Years049830
IRS990ScheduleA/InvestmentIncomeAndUBTI/Total0297786
IRS990ScheduleA/InvestmentIncomePercentage00.00340
IRS990ScheduleA/PriorYearSupportPercentage00.98820
IRS990ScheduleA/PriorYrInvestIncomePercentage00.00430
IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99510
IRS990ScheduleA/PublicSupportTotal509087045793
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYear08000
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus1Year0107031
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus2Years05400
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus3Years05000
IRS990ScheduleA/SupportFromDQPsEtc/CurrentTaxYearMinus4Years05000
IRS990ScheduleA/SupportFromDQPsEtc/Total0130431
IRS990ScheduleA/ThirtyThreePercntTestsCY5090X
IRS990ScheduleA/Total509/CurrentTaxYear018865205
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year017480118
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years017417894
IRS990ScheduleA/Total509/CurrentTaxYearMinus3Years017293274
IRS990ScheduleA/Total509/CurrentTaxYearMinus4Years016119733
IRS990ScheduleA/Total509/Total087176224
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear018926285
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year017530006
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years017519785
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus3Years017328371
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years016169563
IRS990ScheduleA/TotalSupportTotal/Total087474010
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.01000
IRS990ScheduleD/Buildings/BookValue03716656
IRS990ScheduleD/Buildings/Depreciation0840245
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis04556901
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0307082
IRS990ScheduleD/CurrentYear/Contributions06100
IRS990ScheduleD/CurrentYear/EndOfYearBalance0311493
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0-1689
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0303091
IRS990ScheduleD/CurrentYearMinus1Year/Contributions01200
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0307082
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses02791
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance028184
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0301000
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0338013
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses08829
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/Equipment/BookValue0466036
IRS990ScheduleD/Equipment/Depreciation01200639
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis01666675
IRS990ScheduleD/ExcessOrDeficitForYear0181395
IRS990ScheduleD/ExcessOrDeficitPerFS0172873
IRS990ScheduleD/ExpensesNotRptdF99007489
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0129793

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.8$2.88$32.9$32.7$32.7$0.01
2023Detailed filing. Detailed filing data is available for this year.$35.1$2.64$32.4$29.6$30.0$0.36
2022Detailed filing. Detailed filing data is available for this year.$33.3$3.08$30.3$28.2$28.0$0.26
2021Detailed filing. Detailed filing data is available for this year.$36.5$2.65$33.8$33.1$27.0$6.11
2020Detailed filing. Detailed filing data is available for this year.$31.7$3.46$28.2$27.9$23.8$4.14
2019Detailed filing. Detailed filing data is available for this year.$24.8$2.13$22.7$23.9$22.5$1.38
2018Detailed filing. Detailed filing data is available for this year.$22.3$2.41$19.9$24.1$21.7$2.41
2017Detailed filing. Detailed filing data is available for this year.$20.4$1.89$18.5$21.6$19.7$1.88
2016Detailed filing. Detailed filing data is available for this year.$17.8$1.82$16.0$23.7$19.5$4.17
2015Detailed filing. Detailed filing data is available for this year.$15.4$3.83$11.5$16.2$18.8$2.57
2014Detailed filing. Detailed filing data is available for this year.$16.3$1.82$14.5$18.9$18.7$0.25
2013Detailed filing. Detailed filing data is available for this year.$16.0$1.73$14.3$20.3$20.1$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.8$1.88$13.9$19.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$1.65$12.1$18.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$1.44$12.0$17.6