HORIZON HOME CARE & HOSPICE INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HORIZON HOME CARE & HOSPICE INC (EIN 39-1171298)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201233119349300983
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T11:23:27-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 INNOVATION DRIVE SUITE 250 | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532264837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391171298 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON HOME CARE & HOSPICE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HORI | NameControl |
| Phone | 4143658300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8949 N DEERBROOK TRAIL | AddressLine1 |
| City | BROWN DEER | City |
| State | WI | State |
| ZIP Code | 53223 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY T HAYNOR | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 4143658300 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY ADKISSON CPA | Name |
| PTIN | P01360892 | PTIN |
| Phone | 4144319300 | Phone |
| Date Prepared | 2012-10-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARY T HAYNOR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8949 N DEERBROOK TRAIL | AddressLine1 |
| City | BROWN DEER | City |
| State | WI | State |
| ZIP Code | 53223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28410283 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HORIZONHCH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1990 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | HORIZON HOME CARE & HOSPICE, INC. WILL OPTIMIZE HEALTH AND QUALITY OF LIFE FOR PATIENTS & FAMILIES IN THE HOME & 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 9 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 678 | TotalNbrEmployees |
| Total Nbr Volunteers | 199 | TotalNbrVolunteers |
| Total Gross UBI | 713 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 317401 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 80699 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24980920 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27978988 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2978 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1574 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 111313 | OtherRevenuePriorYear |
| Other Revenue Current Year | 287897 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25412612 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28349158 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20197221 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21308543 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6669 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6140501 | OtherExpensePriorYear |
| Other Expenses Current Year | 8459966 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26337722 | TotalExpensesPriorYear |
| Total Expenses Current Year | 29768509 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -925110 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1419351 | RevenuesLessExpensesCY |
| Total Assets BOY | 8227730 | TotalAssetsBOY |
| Total Assets EOY | 7280757 | TotalAssetsEOY |
| Total Liabilities BOY | 2687677 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3160055 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5540053 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4120702 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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, HOSPICE RESIDENCE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22205733 | Expense |
| Revenue | 28210134 | Revenue |
| Description | INTERMITTENT NURSING, HOME HEALTH AIDE, AND THERAPY SERVICES, HOSPICE SERVICES, ADULT AND PEDIATRIC PRIVATE DUTY AND HIGH-TECH PRIVATE DUTY SERVICES, AND COMMUNITY SERVICE PROGRAMS. | Description |
| Total Program Service Expense | 22205733 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 57 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 678 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 9 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKI MEYER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4143658300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8949 N DEERBROOK TRAIL | AddressLine1 |
| City | BROWN DEER | City |
| State | WI | State |
| ZIP Code | 53223 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MARY HAYNOR | |||||||
| PRESIDENT/CEO | 45.00 | X | X | 188510 | 0 | 16856 | |
| JEFF VAN DE KREEKE | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| THERESA LUX | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| CATHY BUCK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CHRIS MEYER | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GERRI STAFFILENO | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DIANE EHN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CONNIE BRADLEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DEBORAH FRIBERG | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| COLEEN SCHMIDT | |||||||
| VICE PRESIDENT & COO | 45.00 | X | 107940 | 0 | 15330 | ||
| LINDA FELIX | |||||||
| RN CASE MANAGER | 45.00 | 142972 | 0 | 14891 | X | ||
| DENISE SCHERER | |||||||
| RN CASE MANAGER | 45.00 | 139729 | 0 | 8187 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 579151 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 55264 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 150 | FederatedCampaigns |
| Fundraising Events | 62034 | FundraisingEvents |
| All Other Contributions | 18515 | AllOtherContributions |
| Noncash Contributions | 21800 | NoncashContributions |
| Total Contributions | 80699 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICAID/MEDICARE | 623000 | 18632399 | 18632399 |
| PRIVATE INSURANCE | 623000 | 5294466 | 5294466 |
| PRIVATE PAY | 623000 | 2153942 | 2153942 |
| COUNTY | 623000 | 1898181 | 1898181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27978988 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1574 | TotalRevenueColumn |
| Exclusion | $1,574 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 115663 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 62034 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 60925 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54738 | TotalRevenueColumn |
| Exclusion | $54,738 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 1500 | GrossIncomeGaming |
| Gaming Direct Expenses | 200 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1300 | TotalRevenueColumn |
| Exclusion | $1,300 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 713 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 713 | TotalRevenueColumn |
| Unrelated Business Revenue | 713 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 231146 | TotalRevenueColumn |
| Related Or Exempt Function Income | 231146 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 231146 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28349158 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28210134 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 713 | UnrelatedBusinessRevenue |
| Exclusion | $57,612 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579150 | Total |
| Management And General | 579150 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16823623 | Total |
| Program Services | 12420568 | ProgramServices |
| Management And General | 4403055 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84007 | Total |
| Program Services | 62021 | ProgramServices |
| Management And General | 21986 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2515664 | Total |
| Program Services | 1857268 | ProgramServices |
| Management And General | 658396 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306099 | Total |
| Program Services | 964269 | ProgramServices |
| Management And General | 341830 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28626 | Total |
| Program Services | 21134 | ProgramServices |
| Management And General | 7492 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92385 | Total |
| Program Services | 68206 | ProgramServices |
| Management And General | 24179 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9718 | Total |
| Program Services | 7175 | ProgramServices |
| Management And General | 2543 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253454 | Total |
| Program Services | 187120 | ProgramServices |
| Management And General | 66334 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1013293 | Total |
| Program Services | 743172 | ProgramServices |
| Management And General | 263452 | ManagementAndGeneral |
| Fundraising | 6669 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 845372 | Total |
| Program Services | 624122 | ProgramServices |
| Management And General | 221250 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673728 | Total |
| Program Services | 497401 | ProgramServices |
| Management And General | 176327 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12266 | Total |
| Program Services | 9056 | ProgramServices |
| Management And General | 3210 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 415243 | Total |
| Program Services | 306566 | ProgramServices |
| Management And General | 108677 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168132 | Total |
| Program Services | 124129 | ProgramServices |
| Management And General | 44003 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT EXPENSE | 2256114 | 1665647 | 590467 |
| MEDICAL EXPENSES | 1916794 | 1916794 | |
| PURCHASED SERVICES | 411435 | 411435 | |
| HOSPITAL AND NURSING EX | 210779 | 210779 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152627 | Total |
| Program Services | 108871 | ProgramServices |
| Management And General | 43756 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29768509 | Total |
| Program Services | 22205733 | ProgramServices |
| Management And General | 7556107 | ManagementAndGeneral |
| Fundraising | 6669 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363987 | BOY |
| EOY | 1681067 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 619252 | BOY |
| EOY | 185442 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5342884 | BOY |
| EOY | 3876659 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 398041 | BOY |
| EOY | 406137 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7480073 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6478001 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1380584 | BOY |
| EOY | 1002072 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 122982 | BOY |
| EOY | 129380 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8227730 | BOY |
| EOY | 7280757 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2272628 | BOY |
| EOY | 2463441 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345114 | BOY |
| EOY | 308528 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69935 | BOY |
| EOY | 11026 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 377060 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2687677 | BOY |
| EOY | 3160055 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5540053 | BOY |
| EOY | 4120702 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5540053 | BOY |
| EOY | 4120702 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8227730 | BOY |
| EOY | 7280757 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -1419351 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6849752 | OtherCostOrOtherBasis |
| Depreciation | 6153134 | Depreciation |
| Book Value | 696618 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 630321 | OtherCostOrOtherBasis |
| Depreciation | 324867 | Depreciation |
| Book Value | 305454 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1002072 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYABLE TO RELATED PARTIES | Description |
| Amount | $377,060 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 377060 | TotalOfAmounts |
| Total Revenue | 28349158 | TotalRevenue |
| Total Expenses | 29768509 | TotalExpenses |
| Excess Or Deficit For Year | -1419351 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | -1419351 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28424843 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 14560 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 61125 | OtherRevenues |
| Revenue Not Rptd F990 | 75685 | RevenueNotRptdF990 |
| Revenue Subtotal | 28349158 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28349158 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 29844194 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 14560 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 61125 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 75685 | ExpensesNotRptdF990 |
| Expenses Subtotal | 29768509 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 29768509 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, HORIZON DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. HORIZON RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS IN 2011 AND 2010. FEDERAL TAX RETURNS FOR TAX YEARS 2008 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 61,125. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 61,125. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MATTERS OF THE HEART GALA | NameOfEvent1 |
| Gross Receipts Event1 | 91266 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 62034 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 29232 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 200 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 470 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 21788 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 4600 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 12158 | OtherDirectExpensesEvent1 |
| Name Of Event2 | LIFE LIGHTS | NameOfEvent2 |
| Gross Receipts Event2 | 16498 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 16498 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 1818 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 3195 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 3042 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 6450 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 107764 | GrossReceiptsTotal |
| Charitable Contributions Total | 62034 | CharitableContributionsTotal |
| Gross Revenue Total Events | 45730 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 200 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 2288 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 24983 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7642 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 18608 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 53721 | DirectExpenseSummaryEvents |
| Net Income Summary | -7991 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY HAYNOR | |||||||||||||
| 180618 | 0 | 7892 | 0 | 0 | 0 | 2888 | 0 | 13968 | 0 | 205366 | 0 | 0 | 0 |
| LINDA FELIX | |||||||||||||
| 142772 | 0 | 200 | 0 | 0 | 0 | 2231 | 0 | 12660 | 0 | 157863 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 6 | ReturnReference |
| Explanation | BONUS STRUCTURE OF KEY EMPLOYEES CONTINGENT UPON MEETING BUDGETED NET INCOME | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ARTICLES OF INCORPORATION WERE AMENDED IN NOVEMBER 2011 TO CHANGE THE REGISTERED AGENT FROM LAURA KRAUSE TO MARY HAYNOR. |
| 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 & COMMUNITY HEALTH, INC., A WISCONSIN NONSTOCK CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH MEMBER SHALL HAVE THE POWER TO APPOINT FOUR DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS ANNUALLY APPROVE ANY MATCH OR DISCRETIONARY CONTRIBUTIONS FOR THE 403(B) PLAN. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE REVIEWS THE 990 TAX RETURN. |
| 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. |
| 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 THREE EXECUTIVES OF HORIZON - THE PRESIDENT/CEO, THE CFO AND THE VICE PRESIDENT OF NURSING. THE BOARD SETS TARGET GOALS EACH YEAR IN AREA'S SUCH AS PROFITABILITY, GROWTH AND CUSTOMER SERVICES. 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 VICE PRESIDENT OF NURSING'S SALARY IS DETERMINED BY THE PRESIDENT/CEO, BASED ON PERFORMANCE OF ESSENTIAL JOB FUNCTIONS, ALONG WITH A MARKET SURVEY. BOTH THE CFO AND THE VICE PRESIDENT OF NURSING ALSO 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 OR INTEREST POLICY AVAILABLE TO THE PUBLIC. |
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