Unity Limited Partnership

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Provide hospice, palliative, and bereavement services

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
Run by 269 volunteers and 295 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $2.0M a year · 7% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
74%
of spending
74% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 4% of spending
Pay to officers and key staff is 4% of spending.
Part VII, Section A
1.1 mo
of spending, in cash
Plus $24.4M in investments, Pt X · Ln 11–13
1.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $8K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$2.9M
8% of total assets
Liabilities are 8% of assets.
Pt X · Ln 26
Independent board members
2
of 8 voting members
2 of 8 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$32.7M
+11% vs prior year
Spent
$32.7M
To programs
74%
Net assets
$32.9M
By yearFY2020–FY2024
Revenue
$32.7M
FY2024▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$27.9M
FY2021$33.1M
FY2022$28.2M
FY2023$29.6M
FY2024$32.7M
Expenses
$32.7M
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$23.8M
FY2021$27.0M
FY2022$28.0M
FY2023$30.0M
FY2024$32.7M
Net assets
$32.9M
FY2024▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$28.2M
FY2021$33.8M
FY2022$30.3M
FY2023$32.4M
FY2024$32.9M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $24.0M Management & general 26% · $8.4M Fundraising 1% · $283K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $1.3M paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Medical Director
$285,752Pt VII · Sec A
Assistant Medical Director
$241,196Pt VII · Sec A
Executive Director
$215,853Pt VII · Sec A
Senior Director, Nursing & Speciality Services
$155,104Pt VII · Sec A
Senior Director of Finance
$146,207Pt VII · Sec A
Nurse Practitioner
$141,388Pt VII · Sec A
Senior Director, Growth & Innovation
$138,545Pt VII · Sec A
Board of Directors
$0Pt VII · Sec A

Amy James MD’s $286K as Medical Director is at the 72nd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Amy James MD$285,752$286,128$272,206$269,494—
Ronald Manning MD$241,196$240,929$225,712$217,628$225,779
Alisa Gerke$215,853$219,325$200,725$195,843$195,207
Katie Bischoff—$160,804$144,981$141,634$141,586
Heidi Warpinski$155,104————
David Schrier MD————$147,842
Jessica Grimm$146,207$146,634$135,359$131,155$128,785
Nicole Spaeth$141,388$142,307$134,383$132,905—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Unity Limited Partnership executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers hospice, palliative, and grief support for those facing serious illness and loss.

Questions for Unity Limited Partnership

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3 programs · $23.9M · in their own filed words · FY2024
01

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…

$22.4Mprogram expense
02

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.

$803Kprogram expense
03

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.

$733Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$8K

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2022 · $995K federal money spent
Covid-19 Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$995K

The auditor reported 2 findings: a weakness in money controls.

Year ending Dec 2021 · $1.1M federal money spent
Covid 19 - Provider Relief FundDepartment of Health and Human Services · ALN 93.498 · Direct$1.1M

The auditor reported 1 finding: a weakness in money controls.

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$32.7M
Ln 12
Fees for servicesLn 2g$29.4M
Investment incomeLn 3$1.8M
Gifts and grantsLn 1h$1.1M
Money outPt IX
$32.7M
Ln 25
Programscol B$24.0M
Managementcol C$8.4M
Fundraisingcol D$283K
Owns and owesPt X
$32.9M
net assets · Ln 32
Cash and savingsLn 1–2$3.0M
Total assetsLn 16$35.8M
LiabilitiesLn 26$2.9M
PeoplePt VI, VII
16
listed · VII A
PaidVII A7
Voting boardVI 1a8
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Noncash giftsLn 1g$27K
Fundraising eventsLn 1c$89K
Fees for servicesLn 2g$29.4M
Investment incomeLn 3$1.8M
Other incomeLn 4–11$456K
Gains on assetsLn 7$1.1M
Total revenueLn 12$32.7M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$3.0M
Cash and savings togetherLn 1–2$3.0M
Accounts receivableLn 4$3.5M
Prepaid expenses and deferred chargesLn 9$145K
Land, buildings, equipmentLn 10c$4.2M
InvestmentsLn 11–13$24.4M
Other assetsLn 15$583K
Total assetsLn 16$35.8M
LiabilitiesLn 26$2.9M
Net assetsLn 32$32.9M
OperationsPt I, VI
EmployeesI 5295
VolunteersI 6269
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$27K
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$105K
Share of the $641K endowmentSch D 1g16.4%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$641K$589K$515K$604K$537K
AddedLn 1b$200$250
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.9M$3.0M
InvestmentsLn 11–13$23.7M$24.4M
Land, buildings, equipmentLn 10c$4.5M$4.2M
Total assetsLn 16$35.1M$35.8M
LiabilitiesLn 26$2.6M$2.9M
Net assetsLn 32$32.4M$32.9M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$420K$420K
Other salaries and wagesLn 7$18.1M$13.0M$4.9M$194K
Pension plan contributionsLn 8$106K$101K$3K$1K
Other employee benefitsLn 9$4.9M$4.1M$704K$47K
Payroll taxesLn 10$428K$359K$65K$4K
Legal feesLn 11b$120K$16K$104K
Accounting feesLn 11c$55K$55K
Investment management feesLn 11f$105K$105K
Other fees for servicesLn 11g$127K$50K$77K
Advertising and promotionLn 12$123K$15K$108K
Office expensesLn 13$714K$153K$544K$17K
Information technologyLn 14$476K$8K$467K
OccupancyLn 16$513K$346K$167K
TravelLn 17$778K$712K$64K$3K
Conferences, conventions and meetingsLn 19$61K$4K$57K
Depreciation, depletion and amortizationLn 22$707K$397K$310K
InsuranceLn 23$92K$92K
Other expenses (24a–d)Ln 24$4.8M$4.7M$45K
All other expensesLn 24e$136K$58K$61K$17K
Total functional expensesLn 25$32.7M$24.0M$8.4M$283K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Nov 5, 2025 $32.7M$32.7M$15K$32.9M 990 PDF
FY2023Filed with the IRS Nov 8, 2024 $29.6M$30.0M−$361K$32.4M 990 PDF
FY2022Filed with the IRS Nov 1, 2023 $28.2M$28.0M$257K$30.3M 990 PDF
FY2021Filed with the IRS Nov 10, 2022 $33.1M$27.0M$6.1M$33.8M 990 PDF
FY2020Filed with the IRS Nov 9, 2021 $27.9M$23.8M$4.1M$28.2M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants J · Pay M · Noncash O · Explanations
See the full FY2024 990
Part I · Summary $32,723,330 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $700,181$1,060,775
I-9 Program service revenuePrior year $27,813,200$29,366,384
I-10 Investment incomePrior year $547,101$1,840,267
I-11 Other revenuePrior year $536,300$455,904
I-12 Total revenuePrior year $29,596,782$32,723,330
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $22,182,177$23,935,273
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,775,283$8,773,464
I-18 Total expensesPrior year $29,957,460$32,708,737
I-19 Revenue less expensesPrior year −$360,678$14,593
Part VI · Governance 2 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members2
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $32,723,330 across 10 lines filed
Lines not itemized here account for $466,981 of total revenue; see the IRS return.
VIII-1c Fundraising events$89,249
VIII-1f All other contributions, gifts and grants$971,526
VIII-1g Noncash contributions (included above)$27,200
VIII-1h Total contributions, gifts and grants$1,060,775
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,171,954 · Unrelated business $194,430$29,366,384
VIII-3 Investment incomeExcluded from tax $724,385$724,385
VIII-6 Net rental income or lossExcluded from tax $850$850
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,115,882$1,115,882
VIII-8 Net income from fundraising eventsExcluded from tax −$11,927−$11,927
VIII-12 Total revenueRelated to mission $29,171,954 · Unrelated business $194,430 · Excluded from tax $2,296,171$32,723,330
Part IX · Statement of functional expenses $32,708,737 across 19 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Management $420,438$420,438
IX-7 Other salaries and wagesPrograms $12,981,449 · Management $4,928,949 · Fundraising $193,990$18,104,388
IX-8 Pension plan contributionsPrograms $101,121 · Management $3,230 · Fundraising $1,161$105,512
IX-9 Other employee benefitsPrograms $4,125,880 · Management $703,919 · Fundraising $47,358$4,877,157
IX-10 Payroll taxesPrograms $358,700 · Management $64,961 · Fundraising $4,117$427,778
IX-11b Legal feesPrograms $15,721 · Management $103,929$119,650
IX-11c Accounting feesManagement $55,303$55,303
IX-11f Investment management feesManagement $105,376$105,376
IX-11g Other fees for servicesPrograms $50,409 · Management $76,536$126,945
IX-12 Advertising and promotionPrograms $14,924 · Management $107,995$122,919
IX-13 Office expensesPrograms $152,873 · Management $543,599 · Fundraising $17,132$713,604
IX-14 Information technologyPrograms $8,211 · Management $467,483$475,694
IX-16 OccupancyPrograms $346,246 · Management $166,862$513,108
IX-17 TravelPrograms $711,921 · Management $63,723 · Fundraising $2,645$778,289
IX-19 Conferences, conventions and meetingsPrograms $3,505 · Management $57,394$60,899
IX-22 Depreciation, depletion and amortizationPrograms $396,679 · Management $310,034$706,713
IX-23 InsuranceManagement $91,825$91,825
IX-24 Other expenses (24a–d)Programs $4,722,321 · Management $44,890$4,767,211
IX-24e All other expensesPrograms $57,908 · Management $61,133 · Fundraising $16,887$135,928
IX-25 Total functional expensesPrograms $24,047,868 · Management $8,377,579 · Fundraising $283,290$32,708,737
Part X · Balance sheet $35,823,019 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $500$2,060
X-2 Savings and temporary cash investmentsStart of year $1,905,618$3,047,445
X-3 Pledges and grants receivableStart of year $2,100$0
X-4 Accounts receivableStart of year $4,731,739$3,466,701
X-9 Prepaid expenses and deferred chargesStart of year $62,895$144,547
X-10c Land, buildings and equipment, netStart of year $4,539,764$4,210,463
X-11 Publicly traded securitiesStart of year $23,721,535$24,368,613
X-15 Other assetsStart of year $115,135$583,190
X-16 Total assetsStart of year $35,079,286$35,823,019
X-17 Accounts payable and accrued expensesStart of year $2,502,562$2,276,228
X-19 Deferred revenueStart of year $18,036$10,340
X-25 Other liabilitiesStart of year $116,989$589,816
X-26 Total liabilitiesStart of year $2,637,587$2,876,384
X-27 Net assets without donor restrictionsStart of year $31,787,861$32,115,466
X-28 Net assets with donor restrictionsStart of year $653,838$831,169
X-32 Total net assets or fund balancesStart of year $32,441,699$32,946,635
X-33 Total liabilities and net assetsStart of year $35,079,286$35,823,019
Part XI · Reconciliation of net assets $32,946,635 net assets at year end
XI-1 Total revenue$32,723,330
XI-2 Total expenses$32,708,737
XI-3 Revenue less expenses$14,593
XI-4 Net assets at start of year$32,441,699
XI-5 Net unrealized gains (losses) on investments$490,343
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$32,946,635

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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