Civic Intelligence

Calpace

990 • Fiscal year 2024 • EIN 26-1169830

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 26, 2024

Organization Profilewww.calpace.org
1315 I Street 100Sacramento, CA 95814

(916) 469-3368

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.25x

Higher debt load relative to assets than 64% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.12x

Higher debt load relative to revenue than 42% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

14%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$491,486

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 37.8% of source-year revenue.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2024

Asset Growth

94th percentile

52%

Faster asset growth than 94% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$622,183

Up $212,686 (+52%) from 2023

Net Assets

Up

$463,727

Up $176,665 (+62%) from 2023

Liabilities

Up

$158,456

Up $36,021 (+29%) from 2023

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin74th percentile

Revenue

Up

$1,301,535

Up $138,481 (+12%) from 2023

Expenses

Up

$1,124,870

Up $122,928 (+12%) from 2023

Net Income

Up

$176,665

Up $15,553 (+9.7%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2016: $236,448Liabilities 2016: $111,875Net Assets 2016: $124,5732016Assets 2017: $194,133Liabilities 2017: $42,389Net Assets 2017: $151,7442017Assets 2018: $216,300Liabilities 2018: $43,049Net Assets 2018: $173,2512018Assets 2019: $343,023Liabilities 2019: $128,968Net Assets 2019: $214,0552019Assets 2020: $337,545Liabilities 2020: $97,747Net Assets 2020: $239,7982020Assets 2021: $286,110Liabilities 2021: $95,073Net Assets 2021: $191,0372021Assets 2022: $255,858Liabilities 2022: $129,908Net Assets 2022: $125,9502022Assets 2023: $409,497Liabilities 2023: $122,435Net Assets 2023: $287,0622023Assets 2024: $622,183Liabilities 2024: $158,456Net Assets 2024: $463,7272024Assets 2025: $946,456Liabilities 2025: $193,630Net Assets 2025: $752,8262025

Highlighted filing

2024

Assets$622,183
Liabilities$158,456
Net Assets$463,727
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $612,828Expenses 2016: $550,305Net Income 2016: $62,5232016Revenue 2017: $546,932Expenses 2017: $519,761Net Income 2017: $27,1712017Revenue 2018: $605,184Expenses 2018: $583,707Net Income 2018: $21,4772018Revenue 2019: $635,699Expenses 2019: $594,895Net Income 2019: $40,8042019Revenue 2020: $736,000Expenses 2020: $710,257Net Income 2020: $25,7432020Revenue 2021: $659,819Expenses 2021: $708,580Net Income 2021: -$48,7612021Revenue 2022: $824,809Expenses 2022: $889,896Net Income 2022: -$65,0872022Revenue 2023: $1,163,054Expenses 2023: $1,001,942Net Income 2023: $161,1122023Revenue 2024: $1,301,535Expenses 2024: $1,124,870Net Income 2024: $176,6652024Revenue 2025: $1,603,796Expenses 2025: $1,314,697Net Income 2025: $289,0992025

Highlighted filing

2024

Revenue$1,301,535
Expenses$1,124,870
Net Income$176,665
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 26, 2024
Return Version
2023v5.1
Gross Receipts
$1,302,967
Mission and Program Overview

Mission

To expand comprehensive health services to the frail and elderly through the program of all-inclusive care for the elderly (pace).

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$396,327$590,780▲ $194,453
Pledges and Grants Receivable-$17,300-
Prepaid Expenses and Deferred Charges$3,895$10,902▲ $7,007
Land, Buildings, and Equipment, Net$7,025$3,201▼ $3,824
Accounts Receivable$2,250$0▼ $2,250
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$409,497$622,183▲ $212,686
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$122,435$135,956▲ $13,521
Deferred Revenue-$22,500-
Total Liabilities$122,435$158,456▲ $36,021
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$287,062$463,727▲ $176,665
Total Net Assets Fund Balance$287,062$463,727▲ $176,665
Total Liabilities and Net Assets / Fund Balance$409,497$622,183▲ $212,686

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,764$4,008$5,772
Equipment$1,437$3,397$4,834
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Valerie SheehanCEOFT$228,750$266,486$266,486

Board Members and Trustees

NameTitle
Maria ZamoraChairman
Rena SmithVice Chairmen
Amy ShinDirector
Carol CastillonDirector
Christine BentDirector
Eileen KunzDirector
Janet AdamianDirector
Jason WestDirector
Javier SancezDirector
Joyita GargDirector
Julie ErdmannDirector
Melissa HoovenDirector
Rachel KohDirector
Rakesh PatelDirector
Vernita ToddDirector
Susie FishenfeldSecretary
Phil TsunodaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,300
Program Service Revenue
$1,245,667
Investment Income
$-1,432
Other Revenue
$0
All Other Contributions
$57,300
Change in Net Assets
$176,665

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,301,535
Total Revenue per Audited Statements
$1,301,535
Total Revenue per Form 990
$1,301,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$647,009
Other Expenses$355,929
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$314,930
Current Officers, Directors, Trustees, and Key Employees---$266,486
Benefits to Members---$121,932
Fees for Services Lobbying---$90,000
Fees for Services Other---$83,989
Conferences and Meetings---$66,361
Payroll Taxes---$38,119
Other Employee Benefits---$26,231
Fees for Services Accounting---$22,540
Fees for Services Legal---$18,902
Occupancy---$17,448
Information Technology---$13,393
Office Expenses---$8,453
Travel---$6,979
Fees for Services Management---$3,480
Insurance---$2,566
Depreciation Depletion---$2,392
Other Expenses---$1,520
Pension Plan Contributions---$1,243
Total Functional Expenses$0$0$0$1,124,870

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,124,870
Total Expenses per Audited Statements$1,124,870
Total Expenses per Form 990$1,124,870
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$90,000
Total Nondeductible Lobbying and Political Cost$90,000
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“CALPACE HAS TWO CATEGORIES OF MEMBERSHIP: (1) FULL MEMBERSHIP IS AVAILABLE TO FULLY OPERATIONAL, TAX-EXEMPT 501(c)(3), FOR PROFIT AND COUNTY GOVERNMENT ORGANIZATIONS THAT OPERATE PACE PROGRAMS IN THE STATE OF CALIFORNIA AND (2) ASSOCIATE MEMBERSHIP IS AVAILABLE TO: (A) ORGANIZATIONS THAT ARE IN THE PROCESS OF BECOMING A PACE PROVIDER OR (B) HAVE DEMONSTRATED INTEREST IN BECOMING A PACE PROVIDER.”

Form 990, Part VI, Section B, Line 11B

“Review of the form 990 is done by the ceo. Upon review and approval, the 990 will be provided to all members of the board of directors upon request.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Calpace
EIN
26-1169830
Phone
9164693368
Address
1315 I STREET 100, SACRAMENTO, CA 95814

Signing Officer

Name
Val Sheehan
Title
CEO
Signed
2024-11-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Val Sheehan
Formed
2009
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Winkler Thurlow Forner Cpas
Address
3211 EL CAMINO AVE, SACRAMENTO, CA 95821
Preparer
Tyler Thurlow CPA
Phone
9164858145
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IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice Chairmen
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
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IRS990/MissionDesc0TO EXPAND COMPREHENSIVE HEALTH SERVICES TO THE FRAIL AND ELDERLY THROUGH THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE).
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Valerie Sheehan
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CALPACE HAS TWO CATEGORIES OF MEMBERSHIP: (1) FULL MEMBERSHIP IS AVAILABLE TO FULLY OPERATIONAL, TAX-EXEMPT 501(c)(3), FOR PROFIT AND COUNTY GOVERNMENT ORGANIZATIONS THAT OPERATE PACE PROGRAMS IN THE STATE OF CALIFORNIA AND (2) ASSOCIATE MEMBERSHIP IS AVAILABLE TO: (A) ORGANIZATIONS THAT ARE IN THE PROCESS OF BECOMING A PACE PROVIDER OR (B) HAVE DEMONSTRATED INTEREST IN BECOMING A PACE PROVIDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW OF THE FORM 990 IS DONE BY THE CEO. UPON REVIEW AND APPROVAL, THE 990 WILL BE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LEADINGAGE CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0352509858

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$622,183
Liabilities
$158,456
Net assets
$463,727
Revenue
$1,301,535
Expenses
$1,124,870
Net income
$176,665
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.19$0.75$1.60$1.31$0.29
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.16$0.46$1.30$1.12$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.12$0.29$1.16$1.00$0.16
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.13$0.13$0.82$0.89$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.10$0.19$0.66$0.71$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.10$0.24$0.74$0.71$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.34$0.13$0.21$0.64$0.59$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.17$0.61$0.58$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.19$0.04$0.15$0.55$0.52$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.11$0.12$0.61$0.55$0.06