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Nonprofiteer
← PROHEALTH HOME CARE INC

Form 990 for tax year 2024

Filed by PROHEALTH HOME CARE INC.

Totals

Total revenue
$20,934,341
Total expenses
$22,191,645
Contributions and grants received
$1,074,575
Grants paid
$0
Program service revenue
$19,824,202
Investment income
$451
Other revenue
$35,113
Total assets, end of year
$6,873,167
Total liabilities, end of year
$2,699,081
Net assets or fund balances, end of year
$4,174,086
Program services expenses (Part IX)
$19,631,679
Management and general expenses
$2,559,966
Fundraising expenses
$0
Program service expenses (Part III)
$19,631,679

Program services were 88.5% 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

    $1,074,575

  • 2a · Program service revenue: HOME HEALTH SERVICES

    total $11,460,865 · related or exempt $11,460,865

  • 2b · Program service revenue: HOSPICE SERVICES

    total $8,199,316 · related or exempt $8,199,316

  • 2c · Program service revenue: NURSING HOME ROOM AND BOARD REIMB

    total $164,021 · related or exempt $164,021

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $451 · excluded $451

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11a · Other revenue: VISITOR CAFE

    total $35,113 · excluded $35,113

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $35,113

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $13,793,725 · program services $12,318,908 · management and general $1,474,817

  • 8 · Pension plan contributions

    total $433,855 · program services $381,737 · management and general $52,118

  • 9 · Other employee benefits

    total $2,643,135 · program services $2,359,410 · management and general $283,725

  • 10 · Payroll taxes

    total $1,002,188 · program services $895,081 · management and general $107,107

  • 11g · Fees: other

    total $1,697,184 · program services $1,480,330 · management and general $216,854 · fundraising $0

  • 12 · Advertising and promotion

    total $1,061 · management and general $1,061

  • 13 · Office expenses

    total $342,391 · program services $198,875 · management and general $143,516

  • 16 · Occupancy

    total $151,536 · program services $78,291 · management and general $73,245

  • 17 · Travel

    total $532,881 · program services $529,497 · management and general $3,384

  • 19 · Conferences, conventions and meetings

    total $10,381 · program services $8,548 · management and general $1,833

  • 21 · Payments to affiliates

    total $225,738 · program services $71,333 · management and general $154,405

  • 22 · Depreciation, depletion and amortization

    total $290,739 · program services $289,699 · management and general $1,040

  • 23 · Insurance

    total $7,645 · program services $7,645

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $415,835 · program services $415,835

  • 24b · Other expenses: DRUGS AND PHARMACY

    total $336,671 · program services $336,671

  • 24c · Other expenses: PROVISIONS

    total $79,754 · program services $79,754

  • 24d · Other expenses: CREDIT LOSS EXPENSE

    total $76,386 · program services $76,386

  • 24e · All other expenses

    total $150,540 · program services $103,679 · management and general $46,861 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $294,390 · end of year $246,831

  • 4 · Accounts receivable

    beginning of year $2,587,168 · end of year $2,601,626

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $7,192 · end of year $8,223

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,299 · end of year $23,263

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

    $8,235,065

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

    $4,463,905

  • 10c · Land, buildings and equipment, net

    beginning of year $3,826,532 · end of year $3,771,160

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $199,250 · end of year $222,064

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,450,460 · end of year $2,560,183

  • 19 · Deferred revenue

    beginning of year $97,981 · end of year $138,898

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,399,976 · end of year $3,410,246

  • 28 · Net assets with donor restrictions

    beginning of year $981,414 · end of year $763,840

Mission and programs · 2024

Mission

PROHEALTH HOME CARE PROVIDES EXTRAORDINARY HOME CARE SERVICES IN THE COMMUNITIES WE SERVE.

Activities or mission (Part I)

RENDERING HOSPICE AND HOME HEALTH CARE SERVICES.

  • THE CORPORATION HAS BEEN ORGANIZED TO CONDUCT PERPETUALLY A RESIDENTIAL HOSPICE, WHICH IS MAINTAINED AND OPERATED FOR THE CARE OF PERSONS SUFFERING FROM TERMINAL ILLNESSES. THE FACILITIES ARE MADE AVAILABLE ON AN EQUAL BASIS TO ALL PATIENTS REGARDLESS OF RACE, RELIGION, DISABILITY, COLOR, NATIONAL ORIGIN, AGE, SEX, SEXUAL ORIENTATION, FINANCIAL STATUS, OR PLACE OF RESIDENCE. THE RESIDENTIAL HOSPICE FACILITY, ANGELSGRACE, COMMENCED OPERATIONS ON 5/3/2004, AND DURING FY25 PROVIDED APPROXIMATELY 3,430 PATIENT DAYS OF SERVICE. THE CORPORATION ALSO PROVIDES SKILLED NURSING, THERAPY AND HOSPICE SERVICES IN PATIENTS' HOMES, AND CONDUCTS EDUCATIONAL ACTIVITIES RELATING TO RENDERING HOSPICE AND HOME HEALTH CARE. DURING FY25, THE CORPORATION PROVIDED 29,008 ROUTINE DAYS OF HOSPICE SERVICE, 23,923 NURSE VISITS, 1,195 SUPPORT CARE VISITS, AND 31,667 THERAPY VISITS. DURING FY25, $87,771 IN CHARITY CARE WAS PROVIDED.

    Expenses $19,631,679 · Revenue $19,859,766

As filed on the 2024 return.

Listed in Part VII

  • Gary Beyer

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • John Hallett

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2 + 8 related

  • Susan Edwards

    PRESIDENT AND CEO - PHC

    Total calculated
    $4,073,911
    From this org
    $0
    From related orgs
    $3,597,030
    Other
    $476,881
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,305,361 related
    Bonus
    $0 + $1,995,134 related
    Other
    $0 + $296,535 related
    Deferred
    $0 + $434,430 related
    Nontaxable benefits
    $0 + $42,451 related
    Filer's total
    $0 + $4,073,911 related

  • Andrew Gutierrez

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,078,404
    From this org
    $0
    From related orgs
    $894,400
    Other
    $184,004
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,596 related
    Bonus
    $0 + $519,804 related
    Other
    $0
    Deferred
    $0 + $133,422 related
    Nontaxable benefits
    $0 + $50,582 related
    Filer's total
    $0 + $1,078,404 related

  • Peter Bacon

    CHIEF BUS DEVELOPMENT OFFICER

    Total calculated
    $1,190,028
    From this org
    $0
    From related orgs
    $1,005,873
    Other
    $184,155
    Hours/week
    2 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $437,148 related
    Bonus
    $0 + $461,170 related
    Other
    $0 + $107,555 related
    Deferred
    $0 + $136,373 related
    Nontaxable benefits
    $0 + $47,782 related
    Filer's total
    $0 + $1,190,028 related

  • Deanna O'Connell

    RN CASE MANAGER

    Total calculated
    $195,638
    From this org
    $140,310
    From related orgs
    $0
    Other
    $55,328
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $97,867
    Bonus
    $42,443
    Other
    $0
    Deferred
    $7,444
    Nontaxable benefits
    $47,884
    Filer's total
    $195,638

  • Dennis Campbell

    RN CASE MANAGER

    Total calculated
    $172,604
    From this org
    $121,020
    From related orgs
    $0
    Other
    $51,584
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $88,842
    Bonus
    $32,178
    Other
    $0
    Deferred
    $3,270
    Nontaxable benefits
    $48,314
    Filer's total
    $172,604

  • Jayne Jermier

    PT CASE MGR, HOME HEALTH

    Total calculated
    $157,513
    From this org
    $120,402
    From related orgs
    $0
    Other
    $37,111
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,912
    Bonus
    $7,490
    Other
    $0
    Deferred
    $6,381
    Nontaxable benefits
    $30,730
    Filer's total
    $157,513

  • Lisa Lipski

    MGR HOME CARE & HOSPICE

    Total calculated
    $175,991
    From this org
    $125,766
    From related orgs
    $0
    Other
    $50,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,585
    Bonus
    $9,181
    Other
    $0
    Deferred
    $6,731
    Nontaxable benefits
    $43,494
    Filer's total
    $175,991

  • Tracy Gutkowski

    RN CASE MANAGER

    Total calculated
    $192,314
    From this org
    $142,818
    From related orgs
    $0
    Other
    $49,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,880
    Bonus
    $8,938
    Other
    $0
    Deferred
    $1,513
    Nontaxable benefits
    $47,983
    Filer's total
    $192,314

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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR OFFICERS AND DIRECTORS: 1. COMPENSATION COMMITTEE 2. COMPENSATION STUDY 3. APPROVAL OF THE BOARD ANNUALLY APPROVING COMPENSATION AMOUNTS 4. INDEPENDENT COMPENSATION CONSULTANT
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
PROHEALTH CARE INC. (PHC) MAINTAINS A SUPPLEMENTAL RETIREMENT PLAN (SERP) FOR A SELECT GROUP OF EXECUTIVES OF PHC AND ITS AFFILIATED ENTITIES. THIS SERP IS AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION PLAN THAT IS INTENDED TO COMPLY WITH SECTION 457(F) OF THE INTERNAL REVENUE CODE. BENEFITS UNDER THIS SERP ARE TAXABLE TO THE PARTICIPATING EXECUTIVES WHEN SUCH AMOUNTS ARE VESTED. SERP PAYMENTS DURING THE YEAR ARE AS FOLLOWS: SUSAN EDWARDS: $296,535 PETER BACON: $107,555
Schedule J, Part I, Line 7 Non-fixed payments
PROHEALTH CARE HAS A LEADERSHIP INCENTIVE PROGRAM FOR LEADERS OF THE CORPORATION AND RELATED ORGANIZATIONS (COLLECTIVELY THE "SYSTEM"). THE PLAN RELATES FINANCIAL REWARD TO THE SYSTEM'S ACHIEVEMENT OF CERTAIN FINANCIAL AND NON-FINANCIAL OBJECTIVES. THE PRIMARY PURPOSE OF THE PLAN IS TO SUPPORT THE SYSTEM'S MISSION TO ACHIEVE CONTINUED GROWTH AND DEMONSTRATE VALUE THROUGH: (1) A SEAMLESS CONTINUUM OF PATIENT CENTERED CARE; (2) NATIONALLY RECOGNIZED OUTCOMES; (3) RESPONSIBLE AND EFFICIENT USE OF HEALTH CARE RESOURCES; AND (4) A FOCUS ON THE HEALTH OF OUR COMMUNITY.
Schedule J, Part II, Column (B)(ii)
A PORTION OF SUSAN EDWARDS, PETER BACON, AND ANDREW GUTIERREZ'S BONUS AND INCENTIVE COMPENSATION PAYOUT (COLUMN B(II) ON PART II) WAS EARNED OVER A 3-YEAR SPAN AND VESTED IN THE CURRENT YEAR.

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.

  • PROHEALTH ALIGNED LLC (DBA PROHEALTH CARE MORELAND SURGERY CENTER)

    N/A · SURGERY CENTER · WI

    Directly controlled by NA

  • REHABILITATION HOSPITAL OF WISCONSIN LLC

    N/A · INPATIENT REHABILITATION · WI

    Directly controlled by NA

  • THE ORTHOPEDIC SURGERY CENTER LLC

    N/A · ORTHOPEDIC SURGICALSERVICES · WI

    Directly controlled by NA

  • PROHEALTH SOLUTIONS LLC

    N/A · ACCOUNTABLE CARE ORGANIZATION · WI

    Directly controlled by NA

  • LAKE COUNTRY ENDOSCOPY CENTER

    N/A · ENDOSCOPY SERVICES · WI

    Directly controlled by NA

  • PHCOAW CO-MANAGEMENT COMPANY LLC

    N/A · MANAGEMENT SERVICES · WI

    Directly controlled by NA

  • GI SPECIALISTS LLC (DBA MORELAND ENDOSCOPY CENTER)

    N/A · ENDOSCOPY SERVICES · WI

    Directly controlled by NA

  • SOUTHERN LAKES ENDOSCOPY CENTER

    N/A · ENDOSCOPY SERVICES · WI

    Directly controlled by NA

Related corporations and trusts

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

  • WAUKESHA HEALTH SYSTEM INC

    C Corporation · HEALTHCARE · WI

    Directly controlled by NA

  • EMPATHIA PACIFIC INC

    C Corporation · HEALTHCARE · CA

    Directly controlled by NA

  • NATIONAL AVENUE DEVELOPMENT CORPORATION

    C Corporation · HEALTHCARE · WI

    Directly controlled by NA

  • EMPATHIA INC

    C Corporation · HEALTHCARE · WI

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
28 July 2026
IRS schema version
2024v5.1
Source object
202612099349301316

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