Civic Intelligence

Unity Limited Partnership

990 • Fiscal year 2015 • EIN 39-1750729

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 12, 2016

Organization Profilewww.unityhospice.org

View Organization Page

2366 Oak Ridge CircleDe Pere, WI 54115

(920) 338-1111

Siviq Scores

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

Liabilities / Assets

51st percentile

0.25x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

49th percentile

0.24x

Higher debt load relative to revenue than 49% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

11th percentile

-16%

Higher net margin than 11% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

17th percentile

-5.6%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$15,367,377

Down $904,686 (-5.6%) from 2014

Net Assets

Down

$11,537,275

Down $2,914,647 (-20%) from 2014

Liabilities

Up

$3,830,102

Up $2,009,961 (+110%) from 2014

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin11th percentile

Revenue

Down

$16,249,829

Down $2,649,882 (-14%) from 2014

Expenses

Up

$18,817,282

Up $167,039 (+0.9%) from 2014

Net Income

Down

-$2,567,453

Down $2,816,921 (-1129%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2015

Assets$15,367,377
Liabilities$3,830,102
Net Assets$11,537,275
Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

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

2015

Revenue$16,249,829
Expenses$18,817,282
Net Income-$2,567,453
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 12, 2016
Return Version
2015v2.1
Gross Receipts
$17,618,400
Mission and Program Overview

Mission

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

Provide hospice, palliative, and bereavement services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,849,277$5,768,574▲ $919,297
Land, Buildings, and Equipment, Net$4,837,745$4,559,021▼ $278,724
Accounts Receivable$2,082,559$2,453,030▲ $370,471
Savings and Temporary Cash Investments$4,467,071$2,447,895▼ $2,019,176
Prepaid Expenses and Deferred Charges$29,305$133,112▲ $103,807
Pledges and Grants Receivable$3,534$4,293▲ $759
Cash and Non-Interest-Bearing Accounts$1,372$1,452▲ $80
Total Assets$16,272,063$15,367,377▼ $904,686
Other Assets Total$1,200$0▼ $1,200
Liabilities
Accounts Payable and Accrued Expenses$1,734,597$3,799,063▲ $2,064,466
Other Liabilities$85,544$31,039▼ $54,505
Total Liabilities$1,820,141$3,830,102▲ $2,009,961
Net Assets / Fund Balance
Unrestricted Net Assets$14,094,502$11,183,490▼ $2,911,012
Permanently Rstr Net Assets$311,900$312,920▲ $1,020
Temporarily Rstr Net Assets$45,520$40,865▼ $4,655
Total Net Assets Fund Balance$14,451,922$11,537,275▼ $2,914,647
Total Liabilities and Net Assets / Fund Balance$16,272,063$15,367,377▼ $904,686

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,993,931$1,569,930$4,563,861
Equipment$349,476$1,068,897$1,418,373
Leasehold Improvements$512,338$614,598$1,126,936
Land$703,276-$703,276

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$357,420$1,020▼ $4,655-$353,785
2014$343,615$1,500▲ $12,305-$357,420
2013$325,824$1,000▲ $16,791-$343,615
2012$311,493$1,100▲ $13,231-$325,824
2011$307,082$6,100▼ $1,689-$311,493
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia NeumanMedical directorFT$224,960$19,478$244,438
ronald manningassistant medical directorFT$195,566$31,562$227,128
Alisa GerkeExecutive DirectorFT$140,353$6,301$146,654
Helen WellensBoard member--$138,808$138,808
katie bischoffsenior director of nursingFT$113,712$11,611$125,323
Jessica GrimmSenior Director of FinanceFT$83,135$28,909$112,044

Board Members and Trustees

NameTitle
Lawrence ConnorsChair
Amy James MDBoard Member
Brian Burnette MDBoard Member
James Mcgovern MdBoard member
Jody Wilmetboard member
John Rocheleauboard member
Paul Pritchard MDboard member
Sally LuehringBoard Member
Tom Bayerboard member
Revenue and Support

Revenue Composition

Contributions and Grants
$444,358
Program Service Revenue
$15,519,568
Investment Income
$301,959
Other Revenue
$-16,056
All Other Contributions
$408,847
Change in Net Assets
$-2,567,453

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,107,275
Revenue Not Reported on Financial Statements
$142,554
Revenue Not Reported on Form 990
$-347,194
Other Revenue Adjustments
$142,554
Total Revenue per Audited Statements
$15,760,081
Total Revenue per Form 990
$16,249,829
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,361,091
Other Expenses$5,456,191
Total Fundraising Expense$121,679
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,732,048$2,268,392$74,697$10,075,137
Other Employee Benefits$1,886,816$114,816$13,965$2,015,597
Payroll Taxes$605,354$189,976$3,010$798,340
All Other Expenses$142,731$598,576$249$741,556
Travel$644,901$29,556$250$674,707
Depreciation Depletion$310,297$113,108-$423,405
Office Expenses$29,540$335,508$13,233$378,281
Current Officers, Directors, Trustees, and Key Employees-$244,033$14,665$258,698
Pension Plan Contributions$176,981$34,728$1,610$213,319
Occupancy$90,003$32,808-$122,811
Other Expenses$2,919,822$48,050-$48,050
Fees for Services Legal-$46,958-$46,958
Conferences and Meetings$728$39,470-$40,198
Fees for Services Accounting-$39,916-$39,916
Fees for Services Other$20,487--$20,487
Total Functional Expenses$14,559,708$4,135,895$121,679$18,817,282

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,817,282
Expenses per Audited Statements$18,674,728
Total Expenses per Audited Statements$18,674,728
Expenses Not Reported on Financial Statements$142,554
Other Expense Adjustments$142,554
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$16,675
Fundraising Gross Income$619
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Tree Lighting$36,130$619$16,296$-15,677
Total Events$36,130$619$16,675$-16,056
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$31,039
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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 11

“Senior Director of Finance will e-mail the 990 to the management committee prior to its final submission and they will e-mail the acceptance back to the Senior Director of Finance.”

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 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.”

Filing and Contact Details

Filer

Filer Name
Unity Limited Partnership
EIN
39-1750729
Phone
9203381111
Address
2366 Oak Ridge Circle, De Pere, WI 54115
Doing Business As
Unity

Signing Officer

Name
Alisa Gerke
Title
Executive Director
Phone
9203381111
Signed
2016-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alisa Gerke
Formed
1993
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
283
Volunteers
259

Preparer

Firm
Wipfli LLP
Address
PO Box 12237, Green Bay, WI 54307-2237
Preparer
terri rexrode
Phone
9206620016
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The process for the oversight of the audit has not changed from the prior year.”

Financial Statement Notes

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 4B - Other Adjustments:

“Direct Fund-Raising Expenses 142,554.”

Part XII, Line 4B - Other Adjustments:

“Direct fund-raising expense 142,554.”

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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/Desc0Hospice 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.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt6board member
IRS990/Form990PartVIISectionAGrp/TitleTxt7board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Senior Director of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt12Medical director
IRS990/Form990PartVIISectionAGrp/TitleTxt13assistant medical director
IRS990/Form990PartVIISectionAGrp/TitleTxt14senior director of nursing
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IRS990/MissionDesc0To bring the best end-of-life experience to our communities by delivering unwavering strength, compassion and support.
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01886816
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02015597
IRS990/OtherExpensesGrp/Desc0Patient costs
IRS990/OtherExpensesGrp/Desc1PROVISION FOR BAD DEBT
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IRS990/OtherExpensesGrp/TotalAmt148050
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IRS990/PayrollTaxesGrp/FundraisingAmt03010
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0189976
IRS990/PayrollTaxesGrp/ProgramServicesAmt0605354
IRS990/PayrollTaxesGrp/TotalAmt0798340
IRS990/PensionPlanContributionsGrp/FundraisingAmt01610
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt034728
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0176981
IRS990/PensionPlanContributionsGrp/TotalAmt0213319
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0311900
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0312920
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0133112
IRS990/PrincipalOfficerNm0ALISA GERKE
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015519568
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt01418
IRS990/ProgSrvcAccomActy2Grp/Desc0Palliative Care - 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 2015 was $783,172.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0257461
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt068826
IRS990/ProgSrvcAccomActy3Grp/Desc0Bereavement 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 2015 was $353,048.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
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IRS990/PYContributionsGrantsAmt0699238
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IRS990/PYInvestmentIncomeAmt0316911
IRS990/PYOtherExpensesAmt05301843
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017883562
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IRS990/PYTotalRevenueAmt018899711
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IRS990/ReportLandBuildingEquipmentInd01
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt02447895
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt016675
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt043675
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0586656
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0604458
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0118788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0105021
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt094100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt061080
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IRS990ScheduleA/InvestmentIncomePYPct00.00440
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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,367,377
Liabilities
$3,830,102
Net assets
$11,537,275
Revenue
$16,249,829
Expenses
$18,817,282
Net income
-$2,567,453
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