2024-10-24T10:50:16-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 10401 W INNOVATION DR STE 300 WAUWATOSA WI 53226 990 2023-01-01 391171298 HORIZON HOME CARE & HOSPICE INC HORI 4143658300 11002 WEST PARK PLACE MILWAUKEE WI 53224 VICKI MEYER CFO 4143658300 2024-10-22 1 1 KRISTEN DONLEVY P01670215 4144761880 2024-10-22 2023 2024-10-15 13:58:12Z X COLEEN M SCHMIDT 11002 WEST PARK PLACE MILWAUKEE WI 53224 45843542 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 8 507 160 0 0 552789 282985 47841492 44107234 790949 1270967 -58048 -121346 49127182 45539840 11650 5950 0 0 32363222 30941519 0 0 138122 12033795 12390340 44408667 43337809 4718515 2202031 48767092 53307637 18741878 18622868 30025214 34684769 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 34525630 5950 44107234 INTERMITTENT NURSING, HOME HEALTH AIDE, THERAPY SERVICES, HOSPICE SERVICES, ADULT AND PEDIATRIC PRIVATE DUTY, HIGH-TECH PRIVATE DUTY SERVICES, AND COMMUNITY SERVICE PROGRAM. IN 2023 HOME HEALTH COMPLETED 94,202 PATIENT VISITS, PRIVATE DUTY PROVIDED 59,428 HOURS, AND HOSPICE HAD AN AVERAGE DAILY CENSUS OF 309.2 PATIENTS. 34525630 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 48 0 1 507 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 11002 WEST PARK PLACE MILWAUKEE WI 53224 DIANE EHN CHAIR 2.00 X 0 0 0 SHARON STREFF VICE CHAIR 2.00 X 0 0 0 ALICIA MAITLAND TREASURER 2.00 X 0 0 0 TERESA LUX SECRETARY 2.00 X 0 0 0 RICHELLE WEBB DIXON DIRECTOR 2.00 X 0 0 0 DANIEL JACKSON DIRECTOR 2.00 X 0 0 0 DANIEL WRIGHT DIRECTOR 2.00 X 0 0 0 ANDRE STOREY DIRECTOR 2.00 X 0 0 0 MARY HAYNOR PRESIDENT & CEO 45.00 X 442652 0 36091 COLEEN SCHMIDT VP & COO 45.00 X 238164 0 35626 VICKI MEYER SR VP & CFO 45.00 X 237185 0 20080 SUSAN KULINSKI VP OF HR 45.00 X 167400 0 25155 LINDA FELIX RN CASE MANAGER 40.00 X 166112 0 24647 KRISTA DAVIS ADMISSION RN 40.00 X 134285 0 7088 KELLY SAMSTER RN CASE MANAGER 40.00 X 129265 0 24464 JESSICA LISINSKI DIRECTOR OF HOSPICE 45.00 X 132866 0 15785 JAY KUDRONOWICZ PHYSICAL THERAPIST 40.00 X 134448 0 9179 1782377 0 198115 38 0 1 0 NETSMART TECHNOLOGIES PO BOX 823519 PHILADELPHIA PA 19182 EMR HOSTING & TECHNICAL SUPPORT 429642 MCBEE NETSMART TECHNOLOGIES INC 11100 NALL AVE OVERLAND PARK KS 66211 OASIS CODING SERVICES 387697 CIELO INC 200 S EXECUTIVE DRIVE BROOKFIELD WI 53005 RECRUITMENT 322525 HCHB HOLDING LLC - HOMECARE HOMEBASE LLC 4849 GREENVILLE AVE DALLAS TX 75206 EMR HOSTING & TECHNICAL SUPPORT 178924 FROEDTERT & THE MEDICAL COLLEGE OF WI N74 W12501 LEATHERWOOD COURT MENOMONEE FALLS WI 53051 MEDICAL DIRECTOR FEE 134140 6 278233 4752 111181 282985 MEDICAID/MEDICARE 623000 33869730 33869730 PRIVATE INSURANCE 623000 8735680 8735680 PRIVATE PAY 623000 1182951 1182951 COUNTY 623000 302528 302528 OTHER 623000 16345 16345 44107234 1198311 1198311 72656 0 72656 72656 72656 176441 278233 301102 -124661 -124661 5915 2600 3315 3315 45539840 44107234 0 1149621 5950 5950 1202352 1202352 23330317 21016014 2183174 131129 847665 744278 101639 1748 3808224 2759387 1048837 1752961 1545513 203008 4440 48370 48370 56455 56455 20000 20000 473120 436743 36377 496810 496810 518853 214357 304041 455 1536629 393500 1143129 1763882 808312 955570 872108 856040 15718 350 97921 97921 340455 51330 289125 278062 278062 HOSPITAL & NURSING HOME 3011993 3011993 MEDICAL SUPPLY COSTS 2266778 2266755 23 BAD DEBT 408412 408412 EMPLOYEE WELLNESS 177980 177980 22512 7046 15466 43337809 34525630 8674057 138122 6769283 6334687 6154749 7601638 417078 430313 5650895 4004882 856108 1646013 22410797 25720273 15269 15944 12143808 11558769 48767092 53307637 6273282 6575940 12468596 12046928 18741878 18622868 X 30019271 34662126 5943 22643 30025214 34684769 48767092 53307637 2202031 2457524 0 X 0 1 X 1 0 X 299807 1323652 1296710 552789 282985 3755943 46864682 48044232 47849863 47841492 44107234 234707503 177532 129326 111822 189370 248362 856412 47342021 49497210 49258395 48583651 44638581 239319858 3298 934 8094 4906 17232 0 3298 934 8094 4906 17232 239302626 380542 333531 841545 746169 1198311 3500098 380542 333531 841545 746169 1198311 3500098 47722563 49830741 50099940 49329820 45836892 242819956 0.98550 0.98970 0.01440 0.01020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2300948 1904833 396115 3284988 2100049 1184939 64959 64959 1646013 SECURITY DEPOSIT 3500 RESTRICTED ASSETS - 457 PLAN 898139 OPERATING LEASE RIGHT-OF-USE ASSETS 10657130 11558769 DEFERRED COMPENSATION 898139 OPERATING LEASES 11148789 12046928 47977364 2457524 2457524 45519840 20000 20000 45539840 43317809 0 43317809 20000 20000 43337809 ANNUAL GALA 205579 125340 80239 67040 42870 4000 3152 GOLF OUTING 50796 18276 32520 6551 9000 15145 999 256375 143616 112759 73591 9000 58015 4000 4151 148757 -35998 X X X X 0 0 0 1 0 0 0 0 0 MARY HAYNOR PRESIDENT & CEO 314868 0 90611 0 37173 0 18300 0 17791 0 478743 0 0 0 COLEEN SCHMIDT VP & COO 204787 0 29211 0 4166 0 13608 0 22018 0 273790 0 0 0 VICKI MEYER SR VP & CFO 208505 0 28680 0 0 0 9834 0 10246 0 257265 0 0 0 SUSAN KULINSKI VP OF HR 145968 0 21432 0 0 0 8935 0 16220 0 192555 0 0 0 LINDA FELIX RN CASE MANAGER 149048 0 7699 0 9365 0 9455 0 15192 0 190759 0 0 0 KELLY SAMSTER RN CASE MANAGER 119526 0 4726 0 5013 0 6973 0 17491 0 153729 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 STUDY 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 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, QUALITY, GROWTH AND TURNOVER. X 8 927 DONOR ASSIGNED VALUE X 902 DONOR ASSIGNED VALUE X 3181 DONOR ASSIGNED VALUE X 18 3254 DONOR ASSIGNED VALUE X EXPERIENCES 40 47552 DONOR REPORTED VALUE X FLOWERS FOR HOSPICE 13 27886 DONOR REPORTED VALUE X FOOD/BEVERAGES 48 11391 DONOR ASSIGNED VALUE X GIFT BASKET 61 8250 DONOR ASSIGNED VALUE X PRINTING 2 5647 DONOR ASSIGNED VALUE X GOLF ITEMS 8 2192 DONOR ASSIGNED VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. FORM 990, PART VI, SECTION A, LINE 2 RICHELLE WEBB DIXON - BUSINESS RELATIONSHIP SHARON STREFF - BUSINESS RELATIONSHIP DIANE EHN - BUSINESS RELATIONSHIP ALICIA MAITLAND - BUSINESS RELATIONSHIP DANIEL JACKSON - BUSINESS RELATIONSHIP TERESA LUX - BUSINESS RELATIONSHIP ANDRE STOREY - BUSINESS RELATIONSHIP DANIEL WRIGHT - BUSINESS RELATIONSHIP 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 THEDACARE 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/CEO 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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 THEDACARE 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