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Nonprofiteer
← HOME HEALTH UNITED INC

Form 990 for tax year 2023

Filed by HOME HEALTH UNITED INC.

Totals

Total revenue
$25,237,114
Total expenses
$26,437,030
Contributions and grants received
$106,400
Grants paid
$747
Program service revenue
$24,886,221
Investment income
$8,747
Other revenue
$235,746
Total assets, end of year
$13,973,530
Total liabilities, end of year
$14,973,881
Net assets or fund balances, end of year
-$1,000,351
Program services expenses (Part IX)
$23,490,848
Management and general expenses
$2,946,182
Fundraising expenses
$0
Program service expenses (Part III)
$23,490,848

Program services were 88.9% 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.

  • 1d · Related organizations

    $106,337

  • 1e · Government grants (contributions)

    $63

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $24,886,221 · related or exempt $24,886,221

  • 3 · Investment income

    total $178 · excluded $178

  • 6a · Gross rents

    real property $235,746

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $235,746

  • 6d · Net rental income or loss

    total $235,746 · excluded $235,746

  • 7a · Gross sales of assets other than inventory

    other assets $8,569

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $8,569

  • 7d · Net gain or loss

    total $8,569 · excluded $8,569

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $747 · program services $747

  • 7 · Other salaries and wages

    total $14,302,010 · program services $14,058,631 · management and general $243,379

  • 8 · Pension plan contributions

    total $683,650 · program services $672,016 · management and general $11,634

  • 9 · Other employee benefits

    total $2,266,556 · program services $2,227,986 · management and general $38,570

  • 10 · Payroll taxes

    total $1,076,844 · program services $1,058,519 · management and general $18,325

  • 11a · Fees: management

    total $11,174 · program services $7,821 · management and general $3,353

  • 11g · Fees: other

    total $735,566 · program services $668,355 · management and general $67,211

  • 13 · Office expenses

    total $651,185 · program services $290,838 · management and general $360,347

  • 14 · Information technology

    total $219,985 · program services $219,985

  • 16 · Occupancy

    total $900,327 · program services $718,997 · management and general $181,330

  • 17 · Travel

    total $982,756 · program services $982,756

  • 19 · Conferences, conventions and meetings

    total $5,910 · program services $5,625 · management and general $285

  • 20 · Interest

    total $3,918 · program services $1,254 · management and general $2,664

  • 21 · Payments to affiliates

    total $3,129,667 · program services $1,577,412 · management and general $1,552,255

  • 22 · Depreciation, depletion and amortization

    total $199,319 · program services $18,856 · management and general $180,463

  • 23 · Insurance

    total $222,580 · management and general $222,580

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $1,029,750 · program services $969,750 · management and general $60,000

  • 24b · Other expenses: LICENSES AND TAXES

    total $12,369 · program services $11,300 · management and general $1,069

  • 24c · Other expenses: BANK SERVICE CHARGES

    total $2,717 · management and general $2,717

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $2,560,371 · end of year $3,960,900

  • 8 · Inventories for sale or use

    beginning of year $96 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $88,160 · end of year $94,119

  • 10a · Land, buildings and equipment: cost or other basis

    $7,862,429

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,385,643

  • 10c · Land, buildings and equipment, net

    beginning of year $2,877,017 · end of year $2,476,786

  • 12 · Investments: other securities

    beginning of year $5,133,461 · end of year $5,862,066

  • 15 · Other assets

    beginning of year $1,752,688 · end of year $1,579,659

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,403,323 · end of year $2,220,207

  • 19 · Deferred revenue

    beginning of year $0 · end of year $409,067

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $89,673

  • 25 · Other liabilities

    beginning of year $10,537,604 · end of year $12,254,934

  • 27 · Net assets without donor restrictions

    beginning of year -$1,838,029 · end of year -$2,238,333

  • 28 · Net assets with donor restrictions

    beginning of year $1,308,895 · end of year $1,237,982

Mission and programs · 2023

Mission

PROMOTE OPTIMAL HEALTH AND QUALITY OF LIFE TO THOSE WE SERVE THROUGH OUR EXCEPTIONAL, COMPREHENSIVE CARE BOTH AT HOME AND IN THE COMMUNITY.

Activities or mission (Part I)

A MEDICARE-CERTIFIED & WISCONSIN-LICENSED HOME HEALTH AGENCY, WHICH PROVIDES HOME CARE AND HOSPICE CARE SERVICES.

  • PROVIDE HOME HEALTH CARE VISITS INCLUDING SKILLED NURSING, THERAPY, AND SOCIAL WORK - 88,471 VISITS WERE PROVIDED IN 2023.

    Expenses $16,792,769 · Grants $747 · Revenue $18,102,675

  • PROVIDE HOSPICE CARE - 33,953 PATIENT DAYS IN 2023.

    Expenses $6,698,079 · Revenue $6,783,546

As filed on the 2023 return.

Listed in Part VII

  • DG GLOEDE

    DIRECTOR, VP-HOME HEALTH AND HOSPICE/CNO

    Total calculated
    $533,829
    From this org
    $0
    From related orgs
    $352,791
    Other
    $181,038
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,772 related
    Bonus
    $0 + $43,403 related
    Other
    $0 + $1,616 related
    Deferred
    $0 + $151,034 related
    Nontaxable benefits
    $0 + $30,004 related
    Filer's total
    $0 + $533,829 related

  • MATTHEW LOCONTE

    PHYSICIAN

    Total calculated
    $290,806
    From this org
    $276,398
    From related orgs
    $0
    Other
    $14,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,018
    Bonus
    $0
    Other
    $1,380
    Deferred
    $8,251
    Nontaxable benefits
    $6,157
    Filer's total
    $290,806

  • MEAGAN SULLIVAN

    RN

    Total calculated
    $151,189
    From this org
    $133,400
    From related orgs
    $0
    Other
    $17,789
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,347
    Bonus
    $10,000
    Other
    $53
    Deferred
    $1,750
    Nontaxable benefits
    $16,039
    Filer's total
    $151,189

  • LAURI MUCHOW

    RN

    Total calculated
    $165,711
    From this org
    $130,015
    From related orgs
    $0
    Other
    $35,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,564
    Bonus
    $0
    Other
    $451
    Deferred
    $8,335
    Nontaxable benefits
    $27,361
    Filer's total
    $165,711

  • CRYSTAL WORMET

    RN

    Total calculated
    $148,407
    From this org
    $126,261
    From related orgs
    $0
    Other
    $22,146
    Hours/week
    40

  • MAGGIE SWAN

    RN

    Total calculated
    $144,377
    From this org
    $124,907
    From related orgs
    $0
    Other
    $19,470
    Hours/week
    40

  • CHRIS THORNOCK

    PT YR DIRECTOR, CHAIRPERSON, PRESIDENT-POST ACUTE

    Total calculated
    $847,024
    From this org
    $0
    From related orgs
    $583,387
    Other
    $263,637
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,669 related
    Bonus
    $0 + $112,038 related
    Other
    $0 + $4,680 related
    Deferred
    $0 + $228,224 related
    Nontaxable benefits
    $0 + $35,413 related
    Filer's total
    $0 + $847,024 related

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 1A
SEVERAL INDIVIDUALS LISTED ON PART VII, SECTION A RECEIVED A TAX INDEMNIFICATION/ GROSS UP PAYMENT IN 2023. THESE PAYMENTS WERE INCLUDED IN THEIR TAXABLE COMPENSATION.
PART I, LINE 3
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, PRESIDENT, IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
SCHEDULE J, PART I, LINE 4B
PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUAL LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2023. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2023: DG GLOEDE $28,146 CHRIS THORNOCK $45,375 NO INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2023. WHEN APPLICABLE, ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR ARE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349312298

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