Form 990 for tax year 2022
Filed by HORIZON HOME CARE & HOSPICE INC.
Totals
- Total revenue
- $49,127,182
- Total expenses
- $44,408,667
- Contributions and grants received
- $552,789
- Grants paid
- $11,650
- Program service revenue
- $47,841,492
- Investment income
- $790,949
- Other revenue
- -$58,048
- Total assets, end of year
- $48,767,092
- Total liabilities, end of year
- $18,741,878
- Net assets or fund balances, end of year
- $30,025,214
- Program services expenses (Part IX)
- $35,681,419
- Management and general expenses
- $8,596,048
- Fundraising expenses
- $131,200
- Program service expenses (Part III)
- $35,681,419
Program services were 80.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$384,504
-
1e · Government grants (contributions)
$68,300
-
1f · All other contributions, gifts and grants
$99,985
-
1g · Noncash contributions included above
$97,842
-
2a · Program service revenue: MEDICAID/MEDICARE
total $36,522,204 · related or exempt $36,522,204
-
2b · Program service revenue: PRIVATE INSURANCE
total $9,057,735 · related or exempt $9,057,735
-
2c · Program service revenue: PRIVATE PAY
total $1,735,567 · related or exempt $1,735,567
-
2d · Program service revenue: COUNTY
total $322,642 · related or exempt $322,642
-
2e · Program service revenue: OTHER
total $203,344 · related or exempt $203,344
-
3 · Investment income
total $746,169 · excluded $746,169
-
7a · Gross sales of assets other than inventory
securities $6,745 · other assets $44,780
-
7b · Less cost or other basis and sales expenses
securities $6,745 · other assets $0
-
7c · Gain or loss
securities $0 · other assets $44,780
-
7d · Net gain or loss
total $44,780 · excluded $44,780
-
8a · Fundraising events: gross income
$144,590
-
8a · Fundraising events: contributions included on line 1c
$384,504
-
8b · Fundraising events: direct expenses
$202,638
-
8c · Net income from fundraising events
total -$58,048 · excluded -$58,048
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $11,650 · program services $11,650
-
5 · Compensation of officers, directors and key employees
total $1,074,633 · management and general $1,074,633
-
7 · Other salaries and wages
total $24,903,761 · program services $22,110,004 · management and general $2,670,461 · fundraising $123,296
-
8 · Pension plan contributions
total $918,854 · program services $806,754 · management and general $110,345 · fundraising $1,755
-
9 · Other employee benefits
total $3,589,111 · program services $2,757,587 · management and general $836,304 · fundraising -$4,780
-
10 · Payroll taxes
total $1,876,863 · program services $1,631,258 · management and general $236,346 · fundraising $9,259
-
11b · Fees: legal
total $15,454 · management and general $15,454
-
11c · Fees: accounting
total $50,629 · management and general $50,629
-
11f · Fees: investment management
total $20,000 · management and general $20,000
-
11g · Fees: other
total $610,663 · program services $513,553 · management and general $97,110
-
12 · Advertising and promotion
total $557,814 · management and general $557,814
-
13 · Office expenses
total $643,323 · program services $306,326 · management and general $335,930 · fundraising $1,067
-
14 · Information technology
total $1,431,649 · program services $638,455 · management and general $793,194
-
16 · Occupancy
total $1,718,105 · program services $817,803 · management and general $900,302
-
17 · Travel
total $855,330 · program services $835,235 · management and general $19,492 · fundraising $603
-
19 · Conferences, conventions and meetings
total $100,465 · management and general $100,465
-
22 · Depreciation, depletion and amortization
total $358,391 · program services $89,347 · management and general $269,044
-
23 · Insurance
total $302,279 · management and general $302,279
-
24a · Other expenses: MEDICAL SUPPLIES
total $2,704,935 · program services $2,702,929 · management and general $2,006
-
24b · Other expenses: HOSPITAL & NURSING HOME
total $2,352,012 · program services $2,352,012
-
24c · Other expenses: EMPLOYEE WELLNESS
total $176,563 · management and general $176,563
-
24d · Other expenses: BAD DEBT
total $105,590 · program services $105,590
-
24e · All other expenses
total $30,593 · program services $2,916 · management and general $27,677
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $4,852,189 · end of year $6,769,283
-
4 · Accounts receivable
beginning of year $7,196,811 · end of year $6,154,749
-
9 · Prepaid expenses and deferred charges
beginning of year $399,997 · end of year $417,078
-
10a · Land, buildings and equipment: cost or other basis
$4,520,534
-
10b · Land, buildings and equipment: accumulated depreciation
$3,664,426
-
10c · Land, buildings and equipment, net
beginning of year $1,148,738 · end of year $856,108
-
11 · Investments: publicly traded securities
beginning of year $22,144,387 · end of year $22,410,797
-
12 · Investments: other securities
beginning of year $14,848 · end of year $15,269
-
15 · Other assets
beginning of year $806,514 · end of year $12,143,808
-
17 · Accounts payable and accrued expenses
beginning of year $6,313,326 · end of year $6,273,282
-
19 · Deferred revenue
beginning of year $68,301 · end of year $0
-
25 · Other liabilities
beginning of year $1,010,099 · end of year $12,468,596
-
27 · Net assets without donor restrictions
beginning of year $29,165,518 · end of year $30,019,271
-
28 · Net assets with donor restrictions
beginning of year $6,240 · end of year $5,943
Mission and programs · 2022
Mission
HORIZON HOME CARE & HOSPICE, INC. IS A FULL-SERVICE PROVIDER OFFERING A WIDE RANGE OF SPECIALTY SERVICES TO MEET THE NEEDS OF PATIENTS IN SOUTHEASTERN WISCONSIN. AS AN EXTENSION OF A NETWORK OF ACUTE-CARE HOSPITALS AND OTHER HEALTH CARE PROVIDERS, HORIZON IS ABLE TO OFFER: WOUND SPECIALTY NURSING, DIABETIC MANAGEMENT, CARDIAC CARE, BEHAVIORAL HEALTH, PEDIATRIC NURSING, REHABILITATION SERVICES, SOCIAL SERVICES, HOMEMAKERS/COMPANIONS, MEALS-ON-WHEELS, HOSPICE, PALLIATIVE CARE, PRIVATE-DUTY NURSING, HOME INFUSION THERAPY, PERSONAL CARE WORKERS, SUPPORTIVE HOME CARE, HEART FAILURE PROGRAM, CERTIFIED NURSING ASSISTANTS, GERIATRIC CARE MANAGEMENT, AND HOSPICE RESIDENCE.
Activities or mission (Part I)
HORIZON HOME CARE & HOSPICE, INC. WILL OPTIMIZE HEALTH AND QUALITY OF LIFE FOR PATIENTS AND FAMILIES IN THE HOME AND OTHER SETTINGS. OUR CLINICAL EXPERIENCE, RELATIONSHIP CENTERED CARE, AND RESPECT FOR PATIENT RIGHTS SET US APART AS THE REGION'S EMPLOYER AND PROVIDER OF CHOICE. OUR PHILOSOPHY OF COMPASSION AND RESPONSIVENESS EXTENDS FROM OUR EMPLOYEES, TO OUR HOSPITAL SPONSORS AND PHYSICIANS, AND TO THE PATIENTS AND FAMILIES WE ARE PRIVILEGED TO SERVE.
-
INTERMITTENT NURSING, HOME HEALTH AIDE, THERAPY SERVICES, HOSPICE SERVICES, ADULT AND PEDIATRIC PRIVATE DUTY, HIGH-TECH PRIVATE DUTY SERVICES, AND COMMUNITY SERVICE PROGRAM. IN 2022 HOME HEALTH COMPLETED 110,366 PATIENT VISITS, PRIVATE DUTY PROVIDED 72,253 HOURS, AND HOSPICE HAD AN AVERAGE DAILY CENSUS OF 330.2 PATIENTS.
Expenses $35,681,419 · Grants $11,650 · Revenue $47,841,492
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Richelle Webb DixonRICHELLE WEBB DIXON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jim TarasovitchJIM TARASOVITCH
VICE CHAIR /TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Sharon StreffSHARON STREFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Diane EhnDIANE EHN
SECRETARY / CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Alicia MaitlandALICIA MAITLAND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Dr Richard ShimpDR RICHARD SHIMP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Marlly CadavidMARLLY CADAVID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Teresa LuxTERESA LUX
CHAIR / SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Sharon BaughmanSHARON BAUGHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jeffrey Van De KreekeJEFFREY VAN DE KREEKE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Mary HaynorMARY HAYNOR
PRESIDENT & CEO
- Total calculated
- $415,708
- From this org
- $383,076
- From related orgs
- $0
- Other
- $32,632
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $323,619
- Bonus
- $53,142
- Other
- $6,315
- Deferred
- $17,400
- Nontaxable benefits
- $15,232
- Filer's total
- $415,708
-
Coleen SchmidtCOLEEN SCHMIDT
VP & COO
- Total calculated
- $247,414
- From this org
- $215,624
- From related orgs
- $0
- Other
- $31,790
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $197,548
- Bonus
- $14,070
- Other
- $4,006
- Deferred
- $12,818
- Nontaxable benefits
- $18,972
- Filer's total
- $247,414
-
Vicki MeyerVICKI MEYER
VP & CFO
- Total calculated
- $234,494
- From this org
- $215,971
- From related orgs
- $0
- Other
- $18,523
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $197,000
- Bonus
- $18,971
- Other
- $0
- Deferred
- $9,326
- Nontaxable benefits
- $9,197
- Filer's total
- $234,494
-
Susan KulinskiSUSAN KULINSKI
VP OF HR
- Total calculated
- $177,017
- From this org
- $154,553
- From related orgs
- $0
- Other
- $22,464
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $140,707
- Bonus
- $10,994
- Other
- $2,852
- Deferred
- $8,426
- Nontaxable benefits
- $14,038
- Filer's total
- $177,017
-
Linda FelixLINDA FELIX
RN CASE MANAGER
- Total calculated
- $190,129
- From this org
- $166,865
- From related orgs
- $0
- Other
- $23,264
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,594
- Bonus
- $4,118
- Other
- $11,153
- Deferred
- $10,320
- Nontaxable benefits
- $12,944
- Filer's total
- $190,129
-
Jay KudronowiczJAY KUDRONOWICZ
PHYSICAL THERAPIST
- Total calculated
- $158,893
- From this org
- $150,543
- From related orgs
- $0
- Other
- $8,350
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,983
- Bonus
- $4,771
- Other
- $8,789
- Deferred
- $8,208
- Nontaxable benefits
- $142
- Filer's total
- $158,893
-
Jean JaekelsJEAN JAEKELS
DIRECTOR OF BUSINESS DEVELOPMENT
- Total calculated
- $147,823
- From this org
- $138,485
- From related orgs
- $0
- Other
- $9,338
- Hours/week
- 40
-
Kelly SamsterKELLY SAMSTER
RN CASE MANAGER
- Total calculated
- $142,852
- From this org
- $118,618
- From related orgs
- $0
- Other
- $24,234
- Hours/week
- 40
-
Jessica LisinskiJESSICA LISINSKI
DIRECTOR OF HOSPICE
- Total calculated
- $137,531
- From this org
- $122,938
- From related orgs
- $0
- Other
- $14,593
- Hours/week
- 45
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 committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 5a · Pay contingent on this organization's revenues
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 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
- THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION LEVEL OF THE PRESIDENT/CEO ANNUALLY. A MARKET SURVEY IS DONE TO COMPARE SALARY LEVELS FOR THE PRESIDENT/CEO POSITION IN THE HOME CARE INDUSTRY FOR AGENCIES OF A COMPARABLE SIZE.
- PART I, LINE 5
- THE BOARD OF DIRECTORS HAS ESTABLISHED AN INCENTIVE COMPENSATION PLAN FOR THE TOP FOUR EXECTIVES OF HORIZON - THE PRESIDENT/CEO, THE CFO, THE COO, AND THE VICE PRESIDENT OF HUMAN RESOURCES. THE BOARD SETS TARGET GOALS EACH YEAR IN AREAS SUCH AS PROFITABILITY, QUALITY, GROWTH AND TURNOVER.
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.
-
501(C)(3) · COMMUNITY HEALTH SYSTEM · WI
Directly controlled by 50 MEMBER
-
501(C)(3) · COMMUNITY HEALTH SYSTEM · WI
Directly controlled by 50 MEMBER
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311709349300806
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.