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Nonprofiteer
← UNITY LIMITED PARTNERSHIP

Form 990 for tax year 2022

Filed by UNITY LIMITED PARTNERSHIP.

Totals

Total revenue
$28,210,931
Total expenses
$27,954,308
Contributions and grants received
$1,550,046
Grants paid
$0
Program service revenue
$25,756,894
Investment income
$588,056
Other revenue
$315,935
Total assets, end of year
$33,348,419
Total liabilities, end of year
$3,075,427
Net assets or fund balances, end of year
$30,272,992
Program services expenses (Part IX)
$19,870,833
Management and general expenses
$7,883,054
Fundraising expenses
$200,421
Program service expenses (Part III)
$19,870,833

Program services were 71.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PATTY ALLEN

    BOARD OF DIRECTORS

    Total calculated
    $604,250
    From this org
    $0
    From related orgs
    $541,100
    Other
    $63,150
    Hours/week
    0.4

    Schedule J breakdown matched by us

    Base
    $0 + $414,598 related
    Bonus
    $0 + $44,684 related
    Other
    $0 + $81,818 related
    Deferred
    $0 + $37,006 related
    Nontaxable benefits
    $0 + $26,144 related
    Filer's total
    $0 + $604,250 related

  • KEN NELSON

    BOARD OF DIRECTORS

    Total calculated
    $426,739
    From this org
    $0
    From related orgs
    $390,701
    Other
    $36,038
    Hours/week
    0.4

    Schedule J breakdown matched by us

    Base
    $0 + $323,475 related
    Bonus
    $0 + $23,819 related
    Other
    $0 + $43,407 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $36,038 related
    Filer's total
    $0 + $426,739 related

  • KATHRYN LAFOND MD

    BOARD OF DIRECTORS

    Total calculated
    $292,032
    From this org
    $0
    From related orgs
    $248,895
    Other
    $43,137
    Hours/week
    0.23

    Schedule J breakdown matched by us

    Base
    $0 + $237,798 related
    Bonus
    $0 + $10,827 related
    Other
    $0 + $270 related
    Deferred
    $0 + $17,580 related
    Nontaxable benefits
    $0 + $25,557 related
    Filer's total
    $0 + $292,032 related

  • KATHY KERSCHER

    BOARD OF DIRECTORS

    Total calculated
    $192,359
    From this org
    $0
    From related orgs
    $170,118
    Other
    $22,241
    Hours/week
    0.4

    Schedule J breakdown matched by us

    Base
    $0 + $143,433 related
    Bonus
    $0 + $16,000 related
    Other
    $0 + $10,685 related
    Deferred
    $0 + $11,994 related
    Nontaxable benefits
    $0 + $10,247 related
    Filer's total
    $0 + $192,359 related

  • BETH WAGNER

    BOARD OF DIRECTORS

    Total calculated
    $131,600
    From this org
    $0
    From related orgs
    $114,494
    Other
    $17,106
    Hours/week
    0.23

  • JODY WILMET

    BOARD OF DIRECTORS, CHAIR, THRU JUNE

    Total calculated
    $0
    Hours/week
    0.4

  • BRIAN BURNETTE MD

    BOARD OF DIRECTORS THRU APRIL

    Total calculated
    $0
    Hours/week
    0.23

  • PAUL PRITCHARD MD

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.23

  • HEATHER GARTZKE

    BOARD OF DIRECTORS

    Total calculated
    $0
    Hours/week
    0.23

  • SHERRY LAFOND

    BOARD OF DIRECTORS

    Total calculated
    $149,759
    From this org
    $0
    From related orgs
    $131,423
    Other
    $18,336
    Hours/week
    0.23

  • ALISA GERKE

    EXECUTIVE DIRECTOR

    Total calculated
    $212,691
    From this org
    $200,725
    From related orgs
    $0
    Other
    $11,966
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,808
    Bonus
    $0
    Other
    $5,917
    Deferred
    $7,952
    Nontaxable benefits
    $4,014
    Filer's total
    $212,691

  • JESSICA GRIMM

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $171,151
    From this org
    $135,359
    From related orgs
    $0
    Other
    $35,792
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,359
    Bonus
    $0
    Other
    $0
    Deferred
    $5,809
    Nontaxable benefits
    $29,983
    Filer's total
    $171,151

  • AMY JAMES MD

    MEDICAL DIRECTOR

    Total calculated
    $312,831
    From this org
    $272,206
    From related orgs
    $0
    Other
    $40,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,654
    Bonus
    $0
    Other
    $552
    Deferred
    $11,231
    Nontaxable benefits
    $29,394
    Filer's total
    $312,831

  • RONALD MANNING MD

    ASSISTANT MEDICAL DIRECTOR

    Total calculated
    $258,910
    From this org
    $225,712
    From related orgs
    $0
    Other
    $33,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,680
    Bonus
    $0
    Other
    $1,032
    Deferred
    $9,394
    Nontaxable benefits
    $23,804
    Filer's total
    $258,910

  • CHRISTINA SCHLUETER

    SENIOR DIRECTOR, GROWTH &

    Total calculated
    $163,531
    From this org
    $133,232
    From related orgs
    $0
    Other
    $30,299
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,232
    Bonus
    $0
    Other
    $0
    Deferred
    $5,516
    Nontaxable benefits
    $24,783
    Filer's total
    $163,531

  • KATIE BISCHOFF

    SENIOR DIRECTOR, NURSING S

    Total calculated
    $162,231
    From this org
    $144,981
    From related orgs
    $0
    Other
    $17,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,981
    Bonus
    $0
    Other
    $0
    Deferred
    $5,994
    Nontaxable benefits
    $11,256
    Filer's total
    $162,231

  • NICOLE SPAETH

    NURSE PRACTITIONER

    Total calculated
    $140,118
    From this org
    $134,383
    From related orgs
    $0
    Other
    $5,735
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • UNITY RESALE SHOPPE LLC

    RESALE SHOP · WI · income $108,540 · assets $0

    Directly controlled by UNITY LIMITED PARTNERSHIP

  • UNITY SUPPORTIVE CARE MANAGEMENT LLC

    PALLIATIVE CARE · WI · income -$295,723 · assets $0

    Directly controlled by UNITY LIMITED PARTNERSHIP

  • CARE COMPANIONS LLC

    NON-MEDICAL HOME CARE · WI · income -$78,135 · assets $0

    Directly controlled by UNITY LIMITED PARTNERSHIP

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202343059349301889

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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