Nonprofit · EIN 39-1750729
UNITY LIMITED PARTNERSHIP
Tax-exempt · DE PERE, WI 54115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,723,330 | $32,708,737 | $14,593 | $35,823,019 | $2,876,384 | $32,946,635 |
| December 31, 2023 | 990 | $29,596,782 | $29,957,460 | -$360,678 | $35,079,286 | $2,637,587 | $32,441,699 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,060,775
- Program service revenue
- $29,366,384
- Investment income
- $1,840,267
- Net rental income
- $850
- Net gain from sales of assets
- $1,115,882
- Net income from fundraising events
- -$11,927
- Net income from gaming
- -$2,997
- Net income from sales of inventory
- $469,978
- Other revenue
- $455,904
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $420,438
- Other salaries and wages
- $18,104,388
- Salaries, compensation and benefits (total)
- $23,935,273
- Professional fundraising fees
- $0
- Legal fees
- $119,650
- Accounting fees
- $55,303
- Occupancy
- $513,108
- Travel
- $778,289
- Depreciation
- $706,713
- Program services (functional)
- $24,047,868
- Management and general (functional)
- $8,377,579
- Fundraising (functional)
- $283,290
Balance sheet and other
- Total assets, start of year
- $35,079,286
- Total assets, end of year
- $35,823,019
- Total liabilities, end of year
- $2,876,384
- Net assets, end of year
- $32,946,635
- Land, buildings and equipment
- $4,210,463
- Publicly traded securities
- $24,368,613
- Net assets without donor restrictions
- $32,115,466
- Net assets with donor restrictions
- $831,169
- Gross unrelated business income
- $194,430
- Gross receipts
- $35,543,465
- Employees
- 325
- Volunteers
- 384
- Year formed
- 1993
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATTY ALLEN | BOARD OF DIR-EMPLOYEE OF REL PARTY Trustee or director, Officer | 0.4 | $0 | $559,236 | $50,894 |
| KEN NELSON | BOARD OF DIRECTORS (THRU 08/24) Trustee or director, Officer | 0.4 | $0 | $327,478 | $37,758 |
| KATHRYN LAFOND MD | BOARD OF DIR-EMPLOYEE OF REL PARTY Trustee or director | 0.25 | $0 | $289,897 | $48,263 |
| AMY JAMES MD | MEDICAL DIRECTOR Highest-paid employee | 40 | $285,752 | $0 | $47,658 |
| RONALD MANNING MD | ASSISTANT MEDICAL DIRECTOR Highest-paid employee | 40 | $241,196 | $0 | $38,521 |
| KATHY KERSCHER | BOARD OF DIR-EMPLOYEE OF REL PARTY Trustee or director, Officer | 0.4 | $0 | $222,713 | $26,066 |
| ALISA GERKE | EXECUTIVE DIRECTOR Officer | 40 | $215,853 | $0 | $13,120 |
| HEIDI WARPINSKI | SENIOR DIRECTOR, NURSING & SPECIALITY SERVICES Highest-paid employee | 40 | $155,104 | $0 | $39,395 |
| JESSICA GRIMM | SENIOR DIRECTOR OF FINANCE Officer | 40 | $146,207 | $0 | $45,258 |
| CHRISTINA SCHLUETER | SENIOR DIRECTOR, GROWTH & INNOVATION Highest-paid employee | 40 | $138,545 | $0 | $43,600 |
| SHERRY LAFOND | BOARD OF DIR-EMPLOYEE OF REL PARTY Trustee or director | 0.25 | $0 | $139,903 | $20,657 |
| NICOLE SPAETH | NURSE PRACTITIONER Highest-paid employee | 40 | $141,388 | $0 | $5,907 |
| BETH WAGNER | BOARD OF DIR-EMPLOYEE OF REL PARTY Trustee or director | 0.25 | $0 | $122,200 | $18,812 |
| ISABELLE GARIBALDI | BOARD OF DIR-EMPLOYEE OF REL PARTY Trustee or director, Officer | 0.4 | $0 | $120,523 | $16,608 |
| HEATHER GARTZKE | BOARD OF DIRECTORS Trustee or director | 0.25 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL PRITCHARD MD | BOARD OF DIRECTORS Trustee or director | 0.25 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATTY ALLEN | BOARD OF DIRECTORS Trustee or director, Officer | 0.4 | $0 | $649,506 | $34,135 |
| KEN NELSON | BOARD OF DIRECTORS Trustee or director, Officer | 0.4 | $0 | $340,929 | $44,235 |
| KATHRYN LAFOND MD | BOARD OF DIRECTORS Trustee or director | 0.23 | $0 | $291,989 | $46,249 |
| AMY JAMES MD | MEDICAL DIRECTOR Highest-paid employee | 40 | $286,128 | $0 | $43,497 |
| RONALD MANNING MD | ASSISTANT MEDICAL DIRECTOR Highest-paid employee | 40 | $240,929 | $0 | $35,341 |
| ALISA GERKE | EXECUTIVE DIRECTOR Officer | 40 | $219,325 | $0 | $14,325 |
| KATHY KERSCHER | BOARD OF DIRECTORS Trustee or director, Officer | 0.4 | $0 | $192,366 | $24,611 |
| JESSICA GRIMM | SENIOR DIRECTOR OF FINANCE Officer | 40 | $146,634 | $0 | $39,072 |
| KATIE BISCHOFF | SENIOR DIRECTOR, NURSING Highest-paid employee | 40 | $160,804 | $0 | $18,656 |
| CHRISTINA SCHLUETER | SENIOR DIRECTOR, GROWTH & Highest-paid employee | 40 | $138,581 | $0 | $37,965 |
| NICOLE SPAETH | NURSE PRACTITIONER Highest-paid employee | 40 | $142,307 | $0 | $6,052 |
| SHERRY LAFOND | BOARD OF DIRECTORS Trustee or director | 0.23 | $0 | $127,914 | $19,446 |
| BETH WAGNER | BOARD OF DIRECTORS Trustee or director | 0.23 | $0 | $121,674 | $18,377 |
| PAUL PRITCHARD MD | BOARD OF DIRECTORS Trustee or director | 0.23 | $0 | $0 | $0 |
| HEATHER GARTZKE | BOARD OF DIRECTORS Trustee or director | 0.23 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2366 OAK RIDGE CIR, DE PERE, WI 54115-9207
- Principal officer (990 for 2024)
- ALISA GERKE, 2366 OAK RIDGE CIRCLE, DE PERE, WI 54115
- Signed the 990
- ALISA GERKE, EXECUTIVE DIRECTOR
- Phone
- (920) 338-1111
- Website
- WWW.UNITYHOSPICE.ORG
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
TO HONOR LIFE BY BRINGING PEACE OF MIND AND COMFORT WHEN IT MATTERS MOST.
Program accomplishments
- HOSPICE CARE - THIS PROGRAM SUPPORTS THOSE WHO MAY BE IN THEIR LAST MONTHS OF LIFE AND PROVIDES PHYSICAL, EMOTIONAL, AND SPIRITUAL SUPPORT TO THE INDIVIDUAL AND FAMILY. CARE IS PROVIDED AT A HOSPICE RESIDENCE ON UNITY'S CAMPUS OR WHEREVER THE INDIVIDUAL LIVES, WHETHER A PRIVATE HOME, NURSING HOME, ASSISTED LIVING FACILITY, HOSPITAL, OR UNITY'S JACK AND ENGRID MENG RESIDENCE. UNITY PROVIDES CARE TO ALL PATIENTS, REGARDLESS OF ABILITY TO PAY.Expenses $22,361,314 · revenue $28,912,713
- SUPPORTIVE CARE MANAGEMENT, LLC - UNITY NOTICED A GAP IN CARE FOR INDIVIDUALS WHO WERE FACING A SERIOUS ILLNESS AND DID NOT QUALIFY FOR HOSPICE. MANY OF THESE INDIVIDUALS MAY HAVE BEEN RECEIVING CURATIVE TREATMENTS OR MAY HAVE HAD A LIMITING BUT INDETERMINATE PROGNOSIS. WHILE THESE INDIVIDUALS FACED THE BURDEN OF BALANCING MULTIPLE APPOINTMENTS, TREATMENTS, MEDICATIONS, DECISIONS, AND OTHER HEALTH MATTERS, THEY DID NOT HAVE ONE CONSISTENT PLAN OF CARE MANAGED BY ANY ONE PROVIDER. THIS IS WHEN UNITY ESTABLISHED ITS PALLIATIVE CARE PROGRAM TO ADDRESS NOT ONLY THE PHYSICAL SYMPTOMS OF A SERIOUS ILLNESS OR CONDITION BUT THE EMOTIONAL, SOCIAL, AND SPIRITUAL CONCERNS AS WELL.Expenses $802,545 · revenue $108,389
- GRIEF SERVICES - THIS PROGRAM ENSURES THAT, FOLLOWING THE DEATH OF A FRIEND OR LOVED ONE, NO ONE HAS TO WALK ALONE. UNITY PROVIDES FOLLOW-UP CARE--MAILINGS, PHONE CALLS, PERSONAL VISITS, AND GROUP SUPPORT--TO MEET THE INDIVIDUAL NEEDS OF EACH PERSON. A MINIMUM THIRTEEN MONTHS OF CARE ALLOWS INDIVIDUALS TO PASS THROUGH ALL THE "FIRSTS" WHILE RECEIVING THE REASSURANCE THAT, ALTHOUGH DIFFICULT, GRIEF IS A NATURAL PROCESS THAT IS DIFFERENT FOR EVERY PERSON. UNITY'S BEREAVEMENT CARE IS OFFERED TO ALL RESIDENTS OF NORTHEAST WISCONSIN, REGARDLESS OF PRIOR AFFILIATION TO UNITY.Expenses $732,716 · revenue $19,900
- CARE COMPANIONS, LLC - UNITY RECOGNIZES THAT MOST PEOPLE WISH TO LIVE INDEPENDENTLY IN THEIR HOME AND OFFERS A WIDE RANGE OF PERSONALIZED, NON-MEDICAL SERVICES TO MEET THEIR EVER-CHANGING NEEDS. EXAMPLES OF SERVICES PROVIDED ARE: PERSONAL ASSISTANCE, COMPANIONSHIP, AND HOUSEKEEPING TASKS.Expenses $151,293 · revenue $130,952
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1750729
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P74)
- Assets (IRS master file)
- $35,823,019
- Income (IRS master file)
- $35,543,465
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $32,723,330 | $32,708,737 | $35,823,019 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $29,596,782 | $29,957,460 | $35,079,286 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $28,210,931 | $27,954,308 | $33,348,419 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1750729).
Questions about UNITY LIMITED PARTNERSHIP
- What is the EIN of UNITY LIMITED PARTNERSHIP?
- The employer identification number (EIN) of UNITY LIMITED PARTNERSHIP is 39-1750729.
- Is UNITY LIMITED PARTNERSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to UNITY LIMITED PARTNERSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITY LIMITED PARTNERSHIP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITY LIMITED PARTNERSHIP due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITY LIMITED PARTNERSHIP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITY LIMITED PARTNERSHIP?
- The 990 for the year ended December 31, 2024 names ALISA GERKE.
- Who are the officers and directors of UNITY LIMITED PARTNERSHIP?
- The 990 for the year ended December 31, 2024 lists 16 people; 7 received compensation from the organization.
- How much revenue does UNITY LIMITED PARTNERSHIP have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,723,330, expenses of $32,708,737 and total assets of $35,823,019 at year end.
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