UNITY LIMITED PARTNERSHIP (EIN 391750729) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

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

PROVIDE HOSPICE, PALLIATIVE, AND BEREAVEMENT SERVICES

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Trantor Score

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

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

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

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

$1,705,138

Total Directors

$1,911,431

Key Employees

Highest Compensated

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

UNITY LIMITED PARTNERSHIP