2023-06-19T10:48:33-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2022-01-01 391171298 HORIZON HOME CARE & HOSPICE INC HORI 4143658300 11400 W LAKE PARK DRIVE MILWAUKEE WI 53224 MARY T HAYNOR PRESIDENT & CEO 4143658300 2023-06-15 1 MARY HAYNOR 999009999 0 KRISTEN DONLEVY P01670215 4144761880 2023-06-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY T HAYNOR 11400 W LAKE PARK DRIVE MILWAUKEE WI 53224 49336565 0 X WWW.HORIZONHCH.ORG X 1992 WI HORIZON HOME CARE & HOSPICE, INC. WILL OPTIMIZE HEALTH AND QUALITY OF LIFE FOR PATIENTS AND FAMILIES IN THE HOME AND OTHER SETTINGS. OUR CLINICAL EXPERIENCE, RELATIONSHIP CENTERED CARE, AND RESPECT FOR PATIENT RIGHTS SET US APART AS THE REGION'S EMPLOYER AND PROVIDER OF CHOICE. OUR PHILOSOPHY OF COMPASSION AND RESPONSIVENESS EXTENDS FROM OUR EMPLOYEES, TO OUR HOSPITAL SPONSORS AND PHYSICIANS, AND TO THE PATIENTS AND FAMILIES WE ARE PRIVILEGED TO SERVE. 9 8 558 175 0 0 1296710 552789 47849863 47841492 829598 790949 -34047 -58048 49942124 49127182 200 11650 0 0 35412721 32363222 0 0 131200 10662620 12033795 46075541 44408667 3866583 4718515 36563484 48767092 7391726 18741878 29171758 30025214 X HORIZON HOME CARE & HOSPICE, INC. IS A FULL-SERVICE PROVIDER OFFERING A WIDE RANGE OF SPECIALTY SERVICES TO MEET THE NEEDS OF PATIENTS IN SOUTHEASTERN WISCONSIN. AS AN EXTENSION OF A NETWORK OF ACUTE-CARE HOSPITALS AND OTHER HEALTH CARE PROVIDERS, HORIZON IS ABLE TO OFFER: WOUND SPECIALTY NURSING, DIABETIC MANAGEMENT, CARDIAC CARE, BEHAVIORAL HEALTH, PEDIATRIC NURSING, REHABILITATION SERVICES, SOCIAL SERVICES, HOMEMAKERS/COMPANIONS, MEALS-ON-WHEELS, HOSPICE, PALLIATIVE CARE, PRIVATE-DUTY NURSING, HOME INFUSION THERAPY, PERSONAL CARE WORKERS, SUPPORTIVE HOME CARE, HEART FAILURE PROGRAM, CERTIFIED NURSING ASSISTANTS, GERIATRIC CARE MANAGEMENT, AND HOSPICE RESIDENCE. 0 0 35681419 11650 47841492 INTERMITTENT NURSING, HOME HEALTH AIDE, THERAPY SERVICES, HOSPICE SERVICES, ADULT AND PEDIATRIC PRIVATE DUTY, HIGH-TECH PRIVATE DUTY SERVICES, AND COMMUNITY SERVICE PROGRAM. IN 2022 HOME HEALTH COMPLETED 110,366 PATIENT VISITS, PRIVATE DUTY PROVIDED 72,253 HOURS, AND HOSPICE HAD AN AVERAGE DAILY CENSUS OF 330.2 PATIENTS. 35681419 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 47 0 1 558 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 8 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X VICKI MEYER 4143658300 11400 W LAKE PARK DRIVE MILWAUKEE WI 53224 RICHELLE WEBB DIXON DIRECTOR 2.00 X 0 0 0 JIM TARASOVITCH VICE CHAIR /TREASURER 2.00 X X 0 0 0 SHARON STREFF DIRECTOR 2.00 X 0 0 0 DIANE EHN SECRETARY / CHAIR 2.00 X X 0 0 0 ALICIA MAITLAND DIRECTOR 2.00 X 0 0 0 DR RICHARD SHIMP DIRECTOR 2.00 X 0 0 0 MARLLY CADAVID DIRECTOR 2.00 X 0 0 0 TERESA LUX CHAIR / SECRETARY 2.00 X X 0 0 0 SHARON BAUGHMAN DIRECTOR 2.00 X 0 0 0 JEFFREY VAN DE KREEKE TREASURER 2.00 X X 0 0 0 MARY HAYNOR PRESIDENT & CEO 45.00 X 383076 0 32632 COLEEN SCHMIDT VP & COO 45.00 X 215624 0 31790 VICKI MEYER VP & CFO 45.00 X 215971 0 18523 SUSAN KULINSKI VP OF HR 45.00 X 154553 0 22464 LINDA FELIX RN CASE MANAGER 40.00 X 166865 0 23264 JAY KUDRONOWICZ PHYSICAL THERAPIST 40.00 X 150543 0 8350 JEAN JAEKELS DIRECTOR OF BUSINESS DEVELOPMENT 40.00 X 138485 0 9338 KELLY SAMSTER RN CASE MANAGER 40.00 X 118618 0 24234 JESSICA LISINSKI DIRECTOR OF HOSPICE 45.00 X 122938 0 14593 1666673 0 185188 9 0 1 0 MCBEE NETSMART TECHNOLOGIES INC 11100 NALL AVE OVERLAND PARK KS 66211 OASIS CODING SERVICES 654495 NETSMART TECHNOLOGIES PO BOX 823519 PHILADELPHIA PA 19182 EMR HOSTING & SUPPORT 447198 CIELO INC 200 S EXECUTIVE DR BROOKFIELD WI 53005 RECRUITMENT 263850 CELTIC INC 316 N MILWAUKEE ST MILWAUKEE WI 53202 ADVERTISING 158061 FROEDTERT MEMORIAL LUTHERAN HOSPITAL 9200 W WISCONSIN AVE MILWAUKEE WI 53226 MEDICAL DIRECTOR FEE 139774 7 384504 68300 99985 97842 552789 MEDICAID/MEDICARE 623000 36522204 36522204 PRIVATE INSURANCE 623000 9057735 9057735 PRIVATE PAY 623000 1735567 1735567 COUNTY 623000 322642 322642 OTHER 623000 203344 203344 47841492 746169 746169 6745 44780 6745 0 0 44780 44780 44780 144590 384504 202638 -58048 -58048 49127182 47841492 0 732901 11650 11650 1074633 1074633 24903761 22110004 2670461 123296 918854 806754 110345 1755 3589111 2757587 836304 -4780 1876863 1631258 236346 9259 15454 15454 50629 50629 20000 20000 610663 513553 97110 557814 557814 643323 306326 335930 1067 1431649 638455 793194 1718105 817803 900302 855330 835235 19492 603 100465 100465 358391 89347 269044 302279 302279 MEDICAL SUPPLIES 2704935 2702929 2006 HOSPITAL & NURSING HOME 2352012 2352012 EMPLOYEE WELLNESS 176563 176563 BAD DEBT 105590 105590 30593 2916 27677 44408667 35681419 8596048 131200 4852189 6769283 7196811 6154749 399997 417078 4520534 3664426 1148738 856108 22144387 22410797 14848 15269 806514 12143808 36563484 48767092 6313326 6273282 68301 0 1010099 12468596 7391726 18741878 X 29165518 30019271 6240 5943 29171758 30025214 36563484 48767092 4718515 -3865059 0 X 0 1 X 1 0 X 438650 299807 1323652 1296710 552789 3911608 45720786 46864682 48044232 47849863 47841492 236321055 108370 177532 129326 111822 189370 716420 46267806 47342021 49497210 49258395 48583651 240949083 3298 934 8094 12326 0 3298 934 8094 12326 240936757 182302 380542 333531 841545 746169 2484089 182302 380542 333531 841545 746169 2484089 46450108 47722563 49830741 50099940 49329820 243433172 0.98970 0.99260 0.01020 0.00740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2167373 1788604 378769 2303803 1875822 427981 49358 49358 856108 SECURITY DEPOSIT 3500 RESTRICTED ASSETS - 457 PLAN 728340 OPERATING LEASE RIGHT-OF-USE ASSETS 11411968 12143808 DEFERRED COMPENSATION 728340 OPERATING LEASES 11740256 12468596 45242123 -3865059 -3865059 49107182 20000 20000 49127182 44388667 0 44388667 20000 20000 44408667 ANNUAL GALA 186236 63596 122640 30381 3500 7878 GOLF OUTING 39774 8534 31240 19361 1862 226010 72130 153880 49742 3500 9740 62982 90898 X X X X 0 0 0 1 0 0 0 0 0 MARY HAYNOR PRESIDENT & CEO 323619 0 53142 0 6315 0 17400 0 15232 0 415708 0 0 0 COLEEN SCHMIDT VP & COO 197548 0 14070 0 4006 0 12818 0 18972 0 247414 0 0 0 VICKI MEYER VP & CFO 197000 0 18971 0 0 0 9326 0 9197 0 234494 0 0 0 LINDA FELIX RN CASE MANAGER 151594 0 4118 0 11153 0 10320 0 12944 0 190129 0 0 0 SUSAN KULINSKI VP OF HR 140707 0 10994 0 2852 0 8426 0 14038 0 177017 0 0 0 JAY KUDRONOWICZ PHYSICAL THERAPIST 136983 0 4771 0 8789 0 8208 0 142 0 158893 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION LEVEL OF THE PRESIDENT/CEO ANNUALLY. A MARKET SURVEY IS DONE TO COMPARE SALARY LEVELS FOR THE PRESIDENT/CEO POSITION IN THE HOME CARE INDUSTRY FOR AGENCIES OF A COMPARABLE SIZE. PART I, LINE 5 THE BOARD OF DIRECTORS HAS ESTABLISHED AN INCENTIVE COMPENSATION PLAN FOR THE TOP FOUR EXECTIVES OF HORIZON - THE PRESIDENT/CEO, THE CFO, THE COO, AND THE VICE PRESIDENT OF HUMAN RESOURCES. THE BOARD SETS TARGET GOALS EACH YEAR IN AREAS SUCH AS PROFITABILITY, QUALITY, GROWTH AND TURNOVER. X 1364 DONOR REPORTED VALUE X 6515 10491 DONOR REPORTED VALUE X AUCTION ITEMS 217 60187 DONOR REPORTED VALUE X FLOWERS FOR HOSPICE 1860 25800 DONOR REPORTED VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 TERESA LUX, DIANE EHN, JEFF VAN DE KREEKE, AND RICHELLE WEBB DIXON HAVE BUSINESS RELATIONSHIPS FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE TWO MEMBERS. THE MEMBERS OF THE CORPORATION SHALL BE COLUMBIA ST. MARY'S INC., A WISCONSIN NONSTOCK CORPORATION; AND FROEDTERT HEALTH, INC., A WISCONSIN NONSTOCK CORPORATION FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER SHALL HAVE THE POWER TO APPOINT FOUR (4) DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS ANNUALLY APPROVE THE BUDGET. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 TAX RETURN AND A FULL COPY IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS FILLS OUT AND RETURNS TO HORIZON A STATEMENT DISCLOSING ANY CONFLICT OF INTERESTS. THEY ARE COMPLETED ANNUALLY AND RETAINED BY HORIZON. EVERY EMPLOYEE OF HORIZON, INCLUDING OFFICERS AND KEY EMPLOYEES, ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST STATEMENT UPON HIRE. EACH EMPLOYEE IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS IMMEDIATELY TO THEIR MANAGER. THESE POTENTIAL CONFLICTS ARE COMMUNICATED TO THE AGENCY PRESIDENT FOR A FINAL DECISION AND RESULTING CONSEQUENCES. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT/CEO COMPENSATION PROCESS: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION LEVEL OF THE PRESIDENT/CEO ANNUALLY. A MARKET SURVEY IS DONE TO COMPARE SALARY LEVELS FOR THE PRESIDENT/CEO POSITION IN THE HOME CARE INDUSTRY FOR AGENCIES OF A COMPARABLE SIZE AS HORIZON. THE EXECUTIVE COMMITTEE SENDS OUT A QUESTIONNAIRE TO KEY EMPLOYEES OF HORIZON ASKING THEM TO RATE THE PRESIDENT/CEO'S PERFORMANCE. BASED ON THIS INFORMATION AND THE OVERALL PERFORMANCE OF THE ORGANIZATION, THE ANNUAL SALARY LEVEL FOR THE PRESIDENT IS SET. IN ADDITION, THE BOARD OF DIRECTORS HAS ESTABLISHED AN INCENTIVE COMPENSATION PLAN FOR THE TOP FOUR EXECUTIVES OF HORIZON: THE PRESIDENT/CEO, THE CFO, THE COO, AND THE VICE PRESIDENT OF HUMAN RESOURCES. THE BOARD SETS TARGET GOALS EACH YEAR IN AREAS SUCH AS PROFITABILITY, GROWTH, CUSTOMER SERVICES, AND TURNOVER. DEPENDING ON THE AGENCY'S PERFORMANCE, AN INCENTIVE BONUS IS PAID OUT IF TARGETS ARE ACHIEVED. EMPLOYEE COMPENSATION PROCESS: THE COMPENSATION FOR THE CHIEF FINANCIAL OFFICER IS DETERMINED IN THE EXACT SAME MANNER AS FOR THE PRESIDENT/CEO; I.E., A MARKET SURVEY IS DONE, QUESTIONNAIRE IS SENT TO KEY EMPLOYEES AND THE EXECUTIVE COMMITTEE OF THE BOARD USES THIS INFORMATION, ALONG WITH THE PERFORMANCE OF HORIZON, TO DETERMINE THE SALARY LEVEL OF THE CFO. THE COO'S SALARY IS DETERMINED BY THE PRESIDENT/CEO, BASED ON PERFORMANCE OF ESSENTIAL JOB FUNCTIONS, ALONG WITH A MARKET SURVEY. BOTH THE CFO AND COO PARTICIPATE IN THE SAME INCENTIVE COMPENSATION PLAN WITH THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 19 HORIZON HOME CARE & HOSPICE DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COLUMBIA ST MARY'S INC 2320 N LAKE DRIVE MILWAUKEE WI 53211 391494981 COMMUNITY HEALTH SYSTEM WI 501(C)(3) LINE 5 50 MEMBER 0 FROEDTERT HEALTH INC 9200 W WISCONSIN AVE MILWAUKEE WI 53226 392014409 COMMUNITY HEALTH SYSTEM WI 501(C)(3) LINE 5 50 MEMBER 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0