Skip to content
Nonprofiteer
← UNITY LIMITED PARTNERSHIP

Form 990 for tax year 2023

Filed by UNITY LIMITED PARTNERSHIP.

Totals

Total revenue
$29,596,782
Total expenses
$29,957,460
Contributions and grants received
$700,181
Grants paid
$0
Program services expenses (Part IX)
$21,632,422
Management and general expenses
$8,109,067
Fundraising expenses
$215,971
Program service expenses (Part III)
$21,632,422

Program services were 72.2% 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
    $683,641
    From this org
    $0
    From related orgs
    $649,506
    Other
    $34,135
    Hours/week
    0.4

    Schedule J breakdown matched by us

    Base
    $0 + $498,773 related
    Bonus
    $0 + $53,821 related
    Other
    $0 + $96,912 related
    Deferred
    $0 + $6,100 related
    Nontaxable benefits
    $0 + $28,035 related
    Filer's total
    $0 + $683,641 related

  • KEN NELSON

    BOARD OF DIRECTORS

    Total calculated
    $385,164
    From this org
    $0
    From related orgs
    $340,929
    Other
    $44,235
    Hours/week
    0.4

    Schedule J breakdown matched by us

    Base
    $0 + $305,329 related
    Bonus
    $0 + $35,600 related
    Other
    $0
    Deferred
    $0 + $6,100 related
    Nontaxable benefits
    $0 + $38,135 related
    Filer's total
    $0 + $385,164 related

  • KATHRYN LAFOND MD

    BOARD OF DIRECTORS

    Total calculated
    $338,238
    From this org
    $0
    From related orgs
    $291,989
    Other
    $46,249
    Hours/week
    0.23

    Schedule J breakdown matched by us

    Base
    $0 + $274,957 related
    Bonus
    $0 + $16,742 related
    Other
    $0 + $290 related
    Deferred
    $0 + $19,119 related
    Nontaxable benefits
    $0 + $27,130 related
    Filer's total
    $0 + $338,238 related

  • KATHY KERSCHER

    BOARD OF DIRECTORS

    Total calculated
    $216,977
    From this org
    $0
    From related orgs
    $192,366
    Other
    $24,611
    Hours/week
    0.4

    Schedule J breakdown matched by us

    Base
    $0 + $150,982 related
    Bonus
    $0 + $17,000 related
    Other
    $0 + $24,384 related
    Deferred
    $0 + $13,559 related
    Nontaxable benefits
    $0 + $11,052 related
    Filer's total
    $0 + $216,977 related

  • BETH WAGNER

    BOARD OF DIRECTORS

    Total calculated
    $140,051
    From this org
    $0
    From related orgs
    $121,674
    Other
    $18,377
    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
    $147,360
    From this org
    $0
    From related orgs
    $127,914
    Other
    $19,446
    Hours/week
    0.23

  • ALISA GERKE

    EXECUTIVE DIRECTOR

    Total calculated
    $233,650
    From this org
    $219,325
    From related orgs
    $0
    Other
    $14,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,483
    Bonus
    $0
    Other
    $7,842
    Deferred
    $8,635
    Nontaxable benefits
    $5,690
    Filer's total
    $233,650

  • JESSICA GRIMM

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $185,706
    From this org
    $146,634
    From related orgs
    $0
    Other
    $39,072
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,634
    Bonus
    $0
    Other
    $0
    Deferred
    $6,293
    Nontaxable benefits
    $32,779
    Filer's total
    $185,706

  • AMY JAMES MD

    MEDICAL DIRECTOR

    Total calculated
    $329,625
    From this org
    $286,128
    From related orgs
    $0
    Other
    $43,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,555
    Bonus
    $0
    Other
    $573
    Deferred
    $11,801
    Nontaxable benefits
    $31,696
    Filer's total
    $329,625

  • RONALD MANNING MD

    ASSISTANT MEDICAL DIRECTOR

    Total calculated
    $276,270
    From this org
    $240,929
    From related orgs
    $0
    Other
    $35,341
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,858
    Bonus
    $0
    Other
    $1,071
    Deferred
    $10,001
    Nontaxable benefits
    $25,340
    Filer's total
    $276,270

  • CHRISTINA SCHLUETER

    SENIOR DIRECTOR, GROWTH &

    Total calculated
    $176,546
    From this org
    $138,581
    From related orgs
    $0
    Other
    $37,965
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,581
    Bonus
    $0
    Other
    $0
    Deferred
    $5,941
    Nontaxable benefits
    $32,024
    Filer's total
    $176,546

  • KATIE BISCHOFF

    SENIOR DIRECTOR, NURSING

    Total calculated
    $179,460
    From this org
    $160,804
    From related orgs
    $0
    Other
    $18,656
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,570
    Bonus
    $0
    Other
    $234
    Deferred
    $6,624
    Nontaxable benefits
    $12,032
    Filer's total
    $179,460

  • NICOLE SPAETH

    NURSE PRACTITIONER

    Total calculated
    $148,359
    From this org
    $142,307
    From related orgs
    $0
    Other
    $6,052
    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 — 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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202403139349303330

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

The source document this was parsed from is served over the API, which is where bulk and document access live.