UNITY LIMITED PARTNERSHIP

EIN: 391750729 501(c)(3) Human Services

DE PERE, WI

Total Revenue
$29,596,782
Total Expenses
$29,957,460
Total Assets
$35,079,286
Net Assets
$32,441,699
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
WI
Principal Officer
ALISA GERKE
Phone
9203381111
Tax Period
2023-01-01 to 2023-12-31

UNITY LIMITED PARTNERSHIP, founded in 1993, is a mid-sized nonprofit in the Human Services sector that reported $29.6M in total revenue in fiscal year 2023.

Mission

TO HONOR LIFE BY BRINGING PEACE OF MIND AND COMFORT WHEN IT MATTERS MOST.

Program Service Accomplishments

Program 1
Expenses: $20,429,317 Revenue: $27,495,397

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...

Read more

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.

Program 2
Expenses: $721,255 Revenue: $20,000

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...

Read more

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.

Program 3
Expenses: $424,129 Revenue: $85,482

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...

Read more

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $700,181
Program Service Revenue $27,813,200
Investment Income $547,101
Other Revenue $536,300
TOTAL REVENUE $29,596,782

Expense Breakdown

Grants Paid $0
Salaries & Benefits $22,182,177
Fundraising Expenses $215,971
Program Expenses $21,632,422
Other Expenses $7,775,283
TOTAL EXPENSES $29,957,460

Year-over-Year Comparison

2023 2022 Change
Revenue $29,596,782 $28,210,931 +0.0%
Expenses $29,957,460 $27,954,308 +0.1%
Net Income $-360,678 $256,623 -2.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
8
Independent Members
2
Employees
321
Volunteers
335

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,705,138
Total Directors
8
$1,911,431
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATTY ALLEN BOARD OF DIRECTORS 0.40
Officer Director
$0 $34,135 $683,641
KEN NELSON BOARD OF DIRECTORS 0.40
Officer Director
$0 $44,235 $385,164
KATHRYN LAFOND MD BOARD OF DIRECTORS 0.23
Director
$0 $46,249 $338,238
KATHY KERSCHER BOARD OF DIRECTORS 0.40
Officer Director
$0 $24,611 $216,977
BETH WAGNER BOARD OF DIRECTORS 0.23
Director
$0 $18,377 $140,051
PAUL PRITCHARD MD BOARD OF DIRECTORS 0.23
Director
$0 $0 $0
HEATHER GARTZKE BOARD OF DIRECTORS 0.23
Director
$0 $0 $0
SHERRY LAFOND BOARD OF DIRECTORS 0.23
Director
$0 $19,446 $147,360
ALISA GERKE EXECUTIVE DIRECTOR 40.00
Officer
$219,325 $14,325 $233,650
JESSICA GRIMM SENIOR DIRECTOR OF FINANCE 40.00
Officer
$146,634 $39,072 $185,706
AMY JAMES MD MEDICAL DIRECTOR 40.00
Highest
$286,128 $43,497 $329,625
RONALD MANNING MD ASSISTANT MEDICAL DIRECTOR 40.00
Highest
$240,929 $35,341 $276,270
CHRISTINA SCHLUETER SENIOR DIRECTOR, GROWTH & 40.00
Highest
$138,581 $37,965 $176,546
KATIE BISCHOFF SENIOR DIRECTOR, NURSING 40.00
Highest
$160,804 $18,656 $179,460
NICOLE SPAETH NURSE PRACTITIONER 40.00
Highest
$142,307 $6,052 $148,359
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $29,596,782 $29,957,460 $35,079,286 $-360,678
2022 $28,210,931 $27,954,308 $33,348,419 $256,623
2021 $33,072,896 $26,960,871 $36,485,228 $6,112,025
2020 $27,892,171 $23,750,303 $31,689,325 $4,141,868
2019 $23,911,031 $22,534,668 $24,847,052 $1,376,363
2018 $24,093,554 $21,681,986 $22,300,750 $2,411,568
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare UNITY LIMITED PARTNERSHIP with other nonprofits in Wisconsin and across the country.