Civic Intelligence

Life Pace Inc.

990 • Fiscal year 2023 • EIN 46-2872315

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

Organization ProfileWWW.LIFEPACE.ORG
5330 E 31st St Suite 800Tulsa, OK 74135-5114

(918) 664-9000

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.45x

Higher debt load relative to assets than 73% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.13x

Higher debt load relative to revenue than 35% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

36th percentile

-0.3%

Higher net margin than 36% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$261,607

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

27th percentile

-0.6%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$6,980,899

Down $39,580 (-0.6%) from 2022

Net Assets

Up

$3,841,536

Up $61,584 (+1.6%) from 2022

Liabilities

Down

$3,139,363

Down $101,164 (-3.1%) from 2022

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin36th percentile

Revenue

Up

$23,528,715

Up $3,048,822 (+15%) from 2022

Expenses

Up

$23,588,482

Up $3,510,010 (+17%) from 2022

Net Income

Down

-$59,767

Down $461,188 (-115%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2013: $1,000Liabilities 2013: $02013Assets 2014: $1,000Liabilities 2014: $02014Assets 2015: $2,032,534Liabilities 2015: $416,972Net Assets 2015: $1,615,5622015Assets 2016: $1,851,540Liabilities 2016: $1,228,386Net Assets 2016: $623,1542016Assets 2017: $1,520,685Liabilities 2017: $1,559,656Net Assets 2017: -$38,9712017Assets 2018: $1,717,737Liabilities 2018: $1,826,139Net Assets 2018: -$108,4022018Assets 2019: $2,192,846Liabilities 2019: $1,820,071Net Assets 2019: $372,7752019Assets 2020: $4,983,609Liabilities 2020: $2,247,069Net Assets 2020: $2,736,5402020Assets 2021: $6,248,678Liabilities 2021: $2,860,612Net Assets 2021: $3,388,0662021Assets 2022: $7,020,479Liabilities 2022: $3,240,527Net Assets 2022: $3,779,9522022Assets 2023: $6,980,899Liabilities 2023: $3,139,363Net Assets 2023: $3,841,5362023Assets 2024: $7,441,454Liabilities 2024: $3,783,389Net Assets 2024: $3,658,0652024

Highlighted filing

2023

Assets$6,980,899
Liabilities$3,139,363
Net Assets$3,841,536
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

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

$30M$20M$10M$0-$10MRevenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $813,494Expenses 2015: $2,634,908Net Income 2015: -$1,821,4142015Revenue 2016: $4,315,384Expenses 2016: $5,307,792Net Income 2016: -$992,4082016Revenue 2017: $6,738,345Expenses 2017: $7,400,470Net Income 2017: -$662,1252017Revenue 2018: $10,012,756Expenses 2018: $10,082,187Net Income 2018: -$69,4312018Revenue 2019: $13,167,920Expenses 2019: $12,686,743Net Income 2019: $481,1772019Revenue 2020: $16,761,521Expenses 2020: $14,397,756Net Income 2020: $2,363,7652020Revenue 2021: $18,576,066Expenses 2021: $17,924,540Net Income 2021: $651,5262021Revenue 2022: $20,479,893Expenses 2022: $20,078,472Net Income 2022: $401,4212022Revenue 2023: $23,528,715Expenses 2023: $23,588,482Net Income 2023: -$59,7672023Revenue 2024: $25,454,913Expenses 2024: $25,846,172Net Income 2024: -$391,2592024

Highlighted filing

2023

Revenue$23,528,715
Expenses$23,588,482
Net Income-$59,767
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.0
Gross Receipts
$23,528,715
Mission and Program Overview

Mission

To provide a medical/social-based model of care and comprehensive, integrated support services for individuals 55 and over who are eligible for nursing home care but wish to remain at home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$212,577$1,894,761▲ $1,682,184
Savings and Temporary Cash Investments$1,257,780$1,619,972▲ $362,192
Land, Buildings, and Equipment, Net$1,112,844$1,261,942▲ $149,098
Accounts Receivable$847,628$1,215,806▲ $368,178
Cash and Non-Interest-Bearing Accounts$3,204,838$680,032▼ $2,524,806
Prepaid Expenses and Deferred Charges$53,115$54,414▲ $1,299
Total Assets$7,020,479$6,980,899▼ $39,580
Other Assets Total$331,697$253,972▼ $77,725
Liabilities
Accounts Payable and Accrued Expenses$2,567,369$2,757,533▲ $190,164
Other Liabilities$673,158$381,830▼ $291,328
Total Liabilities$3,240,527$3,139,363▼ $101,164
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,779,952$3,841,536▲ $61,584
Total Net Assets Fund Balance$3,779,952$3,841,536▲ $61,584
Total Liabilities and Net Assets / Fund Balance$7,020,479$6,980,899▼ $39,580

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$889,750$237,195$1,126,945
Equipment$100,396$252,068$352,464
Other Land Buildings$271,796$30,087$301,883
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori ArneyMedical DireFT$246,349$15,258$261,607
Eileen BradshawPresident and CEO-$246,349$15,258$261,607
Constance RogersPrimary CareFT$232,417$12,856$245,273
Bill CopelandCFOPT$232,417$12,856$245,273
Eileen BradshawPresident anPT-$237,067$237,067
Renetta ReevesMedical DireFT$217,429$7,143$224,572
Lori ArneyMedical Director-$217,429$14,365$224,572
Samantha BlueSenior DirecFT$163,062$9,538$172,600
Constance RogersPrimary Care Phys-$163,062$2,316$172,600
Daniel StoutPace ManagerFT$110,136$12,816$122,952

Board Members and Trustees

NameTitle
Scott ShepherdPresident
Dr Trudy MilnerDirector
Kevin BurdickDirector
Kristen SchooleyDirector
Paul MullinsDirector
Rod NordstromDirector
Renetta ReevesMedical Director
Samantha BlueSenior Director
Vanessa NealSecretary
Lindsay Hurley FickTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tabula Rasa HealthcarePharmacy228 STRAWBRIDGE DRIVE STE 100, Moorestown, NJ 08057$3,536,356
Saint Francis Health SystemMedicalPO BOX 707001, Tulsa, OK 74170-7001$1,634,472
University Village RetirementNursing Home8555 S LEWIS, Tulsa, OK 74137$944,355
Hillcrest Medical CenterMedicalDEPT 1230, Tulsa, OK 74182-0001$624,585
Saint John Medical CenterMedicalDEPT 606, Tulsa, OK 74182$517,182
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,374,929
Investment Income
$153,786
Other Revenue
$0
Change in Net Assets
$-59,767

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,528,715
Revenue Not Reported on Form 990
$121,351
Total Revenue per Audited Statements
$23,650,066
Total Revenue per Form 990
$23,528,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,958,563
Salaries, Compensation, and Employee Benefits$6,629,919
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,037,799$1,684,588-$5,722,387
Fees for Services Other-$751,850-$751,850
Payroll Taxes$296,988$125,509-$422,497
Other Employee Benefits$236,765$132,206-$368,971
Insurance-$174,469-$174,469
Occupancy$6,175$141,448-$147,623
Pension Plan Contributions$69,736$46,328-$116,064
Office Expenses$34,183$62,707-$96,890
Travel$71,043$15,550-$86,593
Depreciation Depletion$15,549$62,277-$77,826
Advertising$1,169$54,011-$55,180
Conferences and Meetings-$34,880-$34,880
Fees for Services Accounting-$22,023-$22,023
Other Expenses$179,503$20,464-$20,464
Total Functional Expenses$20,199,367$3,389,115$0$23,588,482

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$23,588,482
Total Expenses per Audited Statements$23,588,482
Total Expenses per Form 990$23,588,482
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$253,972
Accounts Payable - Life Senior Srvs.$96,949
Medicare Risk Settlement Liability$30,909
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Life pace, inc. Presents the irs form 990 including significant schedules to the full board of directors prior to submission. Each member of the board of directors will receive a copy of the irs form 990 prior to submission of the form to the irs via e-mail or through the mail if e-mail is not available.”

Form 990, Page 6, Part VI, Line 12C

“1. Any actual or possible conflicts shall be communicated to the president of the board. In the event it is the president, such information shall be communicated to the vice president. 2. Upon notification, a meeting of the executive committee shall be called to investigate the matter. The director in question shall present relevant information, but not participate in the investigation. The executive committee shall report to the board whether it believes a conflict exists and if so, whether the best interests of life pace are to proceed with the transaction or matter at issue. 3. At a regular meeting, the board shall make a final decision. The matter shall be documented in the minutes of the meeting.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Life Pace Inc
EIN
46-2872315
Phone
9186649000
Address
5330 E 31ST ST SUITE 800, TULSA, OK 74135-5114

Signing Officer

Name
Bill Copeland
Title
CFO
Phone
9186649000
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eileen Bradshaw
Formed
2013
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
8
Employees
130
Volunteers
11

Preparer

Firm
HEATHERINGTON & FIELDS CPA'S
Address
8905 S YALE AVE STE 200, TULSA, OK 74137-3553
Preparer
Suzanne Carolla CPA
Phone
9184961248
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“Pace (program of all-inclusive care for the elderly) provides an ideal alternative to nursing home placement. Pace allows individuals in need of assistance to remain in their homes or community setting and receive quality care from a team of clinical experts. We provide primary medical care in addition to custom-tailored services including nutrition support, in-home personal care, therapy, psychiatric services, and transportation to ensure that each participant is holistically supported according to their needs. To better serve our community, life pace intends to expand to a larger campus in 2024, located at the roma berry center for seniors. This expansion will allow us to continue serving clients at our original location while adding a second clinic with more space for primary care and therapy, as well as giving all our clients more opportunities for socialization and education through expanded programming.”

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IRS990/Desc0PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) PROVIDES AN IDEAL ALTERNATIVE TO NURSING HOME PLACEMENT. PACE ALLOWS INDIVIDUALS IN NEED OF ASSISTANCE TO REMAIN IN THEIR HOMES OR COMMUNITY SETTING AND RECEIVE QUALITY CARE FROM A TEAM OF CLINICAL EXPERTS. WE PROVIDE PRIMARY MEDICAL CARE IN ADDITION TO CUSTOM-TAILORED SERVICES INCLUDING NUTRITION SUPPORT, IN-HOME PERSONAL CARE, THERAPY, PSYCHIATRIC SERVICES, AND TRANSPORTATION TO ENSURE THAT EACH PARTICIPANT IS HOLISTICALLY SUPPORTED ACCORDING TO THEIR NEEDS. TO BETTER SERVE OUR COMMUNITY, LIFE PACE INTENDS TO EXPAND TO A LARGER CAMPUS IN 2024, LOCATED AT THE ROMA BERRY CENTER FOR SENIORS. THIS EXPANSION WILL ALLOW US TO CONTINUE SERVING CLIENTS AT OUR ORIGINAL LOCATION WHILE ADDING A SECOND CLINIC WITH MORE SPACE FOR PRIMARY CARE AND THERAPY, AS WELL AS GIVING ALL OUR CLIENTS MORE OPPORTUNITIES FOR SOCIALIZATION AND EDUCATION THROUGH EXPANDED PROGRAMMING.
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,980,899
Liabilities
$3,139,363
Net assets
$3,841,536
Revenue
$23,528,715
Expenses
$23,588,482
Net income
-$59,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.44$3.78$3.66$25.5$25.8$0.39
2023Detailed filing. Detailed filing data is available for this year.$6.98$3.14$3.84$23.5$23.6$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.02$3.24$3.78$20.5$20.1$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.25$2.86$3.39$18.6$17.9$0.65
2020Detailed filing. Detailed filing data is available for this year.$4.98$2.25$2.74$16.8$14.4$2.36
2019Detailed filing. Detailed filing data is available for this year.$2.19$1.82$0.37$13.2$12.7$0.48
2018Detailed filing. Detailed filing data is available for this year.$1.72$1.83$0.11$10.0$10.1$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.52$1.56$0.04$6.74$7.40$0.66
2016Detailed filing. Detailed filing data is available for this year.$1.85$1.23$0.62$4.32$5.31$0.99
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.42$1.62$0.81$2.63$1.82
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00