Civic Intelligence

Pace North

990 • Fiscal year 2019 • EIN 81-4749395

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

Organization Profilepacenorth.org
2325 Garfied Rd NTraverse City, MI 49686

(231) 252-2767

Siviq Scores

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

Liabilities / Assets

88th percentile

0.83x

Higher debt load relative to assets than 88% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

7.32x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

1st percentile

-209%

Higher net margin than 1% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets88th percentile

Assets

$5,554,629

No earlier filing loaded for comparison.

Net Assets

$931,332

No earlier filing loaded for comparison.

Liabilities

$4,623,297

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin1st percentile

Revenue

$631,909

No earlier filing loaded for comparison.

Expenses

$1,951,080

No earlier filing loaded for comparison.

Net Income

-$1,319,171

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0-$5.0MAssets 2019: $5,554,629Liabilities 2019: $4,623,297Net Assets 2019: $931,3322019Assets 2020: $5,281,171Liabilities 2020: $5,609,856Net Assets 2020: -$328,6852020Assets 2021: $7,443,646Liabilities 2021: $8,032,937Net Assets 2021: -$589,2912021Assets 2022: $9,110,414Liabilities 2022: $9,387,815Net Assets 2022: -$277,4012022Assets 2023: $9,106,680Liabilities 2023: $9,152,884Net Assets 2023: -$46,2042023Assets 2024: $9,371,707Liabilities 2024: $8,508,951Net Assets 2024: $862,7562024

Highlighted filing

2019

Assets$5,554,629
Liabilities$4,623,297
Net Assets$931,332
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MRevenue 2019: $631,909Expenses 2019: $1,951,080Net Income 2019: -$1,319,1712019Revenue 2020: $3,931,052Expenses 2020: $5,191,069Net Income 2020: -$1,260,0172020Revenue 2021: $8,929,396Expenses 2021: $9,190,002Net Income 2021: -$260,6062021Revenue 2022: $13,537,801Expenses 2022: $13,225,911Net Income 2022: $311,8902022Revenue 2023: $16,126,633Expenses 2023: $15,895,436Net Income 2023: $231,1972023Revenue 2024: $20,897,408Expenses 2024: $19,988,448Net Income 2024: $908,9602024

Highlighted filing

2019

Revenue$631,909
Expenses$1,951,080
Net Income-$1,319,171
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.1
Gross Receipts
$631,909
Mission and Program Overview

Mission

A provider of the Program of All-Inclusive Care for the Elderly (PACE) which is a community-based, long-term care delivery program that provides comprehensive, coordinated, managed care to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,994,089$3,467,980▲ $473,891
Cash and Non-Interest-Bearing Accounts$1,420,023$1,872,524▲ $452,501
Pledges and Grants Receivable$1,255,000--
Accounts Receivable$0$191,671▲ $191,671
Prepaid Expenses and Deferred Charges$0$22,454▲ $22,454
Total Assets$5,669,112$5,554,629▼ $114,483
Liabilities
Other Liabilities$2,890,630$3,250,000▲ $359,370
Mortgage Notes Payable Secured by Investment Property-$1,150,000-
Accounts Payable and Accrued Expenses$527,979$223,297▼ $304,682
Total Liabilities$3,418,609$4,623,297▲ $1,204,688
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,250,503$931,332▼ $1,319,171
Total Net Assets Fund Balance$2,250,503$931,332▼ $1,319,171
Total Liabilities and Net Assets / Fund Balance$5,669,112$5,554,629▼ $114,483

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,132,997$80,333$3,213,330
Equipment$334,983$23,323$358,306
Land$0-$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark JacksonMedical DirectorFT$150,749-$150,749
Mark Jackson--$150,749-$150,749
Sherrie MoselerExecutive DirectorFT-$118,941$118,941
John JacobsFinance DirectorFT$13,500-$13,500

Board Members and Trustees

NameTitle
Mary MaroisPresident
Gregory KishVice President
Elizabeth AderholdtBoard Member
James Whelelan MDBoard Member
Marie HooperBoard Member
Kory HansenSecretary
Robert SchlueterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$514,500
Program Service Revenue
$115,635
Investment Income
$1,774
Other Revenue
$0
All Other Contributions
$514,500
Change in Net Assets
$-1,319,171

Audited Revenue Reconciliation

Revenue per Audited Statements
$631,909
Total Revenue per Audited Statements
$631,909
Total Revenue per Form 990
$631,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,252,259
Salaries, Compensation, and Employee Benefits$698,821
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$99,975$523,656$0$623,631
Other Salaries and Wages$301,614$125,370$0$426,984
Occupancy$99,131$96,666$0$195,797
Current Officers, Directors, Trustees, and Key Employees$0$164,249$0$164,249
Interest$0$115,811$0$115,811
Depreciation Depletion$0$103,656$0$103,656
Other Employee Benefits$15,751$43,013$0$58,764
Conferences and Meetings$7,333$43,631$0$50,964
Payroll Taxes$17,613$27,573$0$45,186
Insurance$2,638$26,765$0$29,403
Other Expenses$1,024$14,329$0$15,353
Advertising$0$7,801$0$7,801
Pension Plan Contributions$643$2,995$0$3,638
All Other Expenses$50$1,352$0$1,402
Total Functional Expenses$580,992$1,370,088$0$1,951,080

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,951,080
Total Expenses per Audited Statements$1,951,080
Total Expenses per Form 990$1,951,080
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
Debt payable to Grand Traverse County, MI$3,250,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes
Filing and Contact Details

Filer

Filer Name
PACE North
EIN
81-4749395
Phone
2312522767
Address
2325 Garfied Rd N, Traverse City, MI 49686

Signing Officer

Name
Sherrie Moseler
Title
Executive Director
Phone
2312522767
Signed
2020-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherrie Moseler
Formed
2016
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
30
Volunteers
0

Preparer

Firm
Vredeveld Haefner LLC
Address
4001 GRANADA CT NW, GRAND RAPIDS, MI 49534
Preparer
Peter Haefner CPA
Phone
6164609388
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“Documents are available upon request.”

Pt VI, Line 11B

“The Finance Director and a Board Member review the 990 before submission.”

Pt III, Line 2

“2019 is the first year of formal operation for PACE North. Current year activity included limited operating costs while 2018 included start up costs.”

Pt XI

“3-B PACE North is included in the audit of Grand Traverse County as a discretely presented component unit.”

Pt VI, Line 3

“PACE North has entered into a management agreement with Grand Traverse Pavilions (a fund of Grand Traverse County, MI) for management assistance.”

Pt VI, Line 7A

“Directors are elected by the Grand Traverse County, MI Department of Health and Human Services Board.”

Pt VI, Line 15A

“Hiring and assessing executive level staff is performed by the Board based on comparable industry knowledge.”

Pt XI

“Line 2C Audit firm is selected by the Finance Director and Member of the Board that also monitor audit performance.”

Pt VI, Line 12C

“Annual conflict of interest statements are required to be reviewed by key employees. These statements are then filed in their respective human resource file.”

Form 990, Part IX, Line 11G

“Purchased medical services 99975. 99975. 0. 0.”

Form 990, Part IX, Line 11G

“Management service - Grand Traverse County 369833. 0. 369833. 0.”

Form 990, Part IX, Line 11G

“Other services 153823. 0. 153823. 0.”

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IRS990/PayrollTaxesGrp/TotalAmt045186
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02995
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0643
IRS990/PensionPlanContributionsGrp/TotalAmt03638
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01255000
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022454
IRS990/PrincipalOfficerNm0Sherrie Moseler
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0Program fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0115635
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02814943
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt040306
IRS990/PYOtherExpensesAmt0604746
IRS990/PYRevenuesLessExpensesAmt02250503
IRS990/PYTotalExpensesAmt0604746
IRS990/PYTotalRevenueAmt02855249
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1319171
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0115635
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0514500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01600249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02114749
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt040306
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt042080
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0115635
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt02114749
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0514500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01600249
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02114749
IRS990ScheduleA/TotalSupportAmt02156829
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0334983
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023323
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0358306
IRS990ScheduleD/ExpensesSubtotalAmt01951080
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03132997
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt080333
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03213330
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03250000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Debt payable to Grand Traverse County, MI
IRS990ScheduleD/RevenueSubtotalAmt0631909
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03467980
IRS990ScheduleD/TotalExpensesPerForm990Amt01951080
IRS990ScheduleD/TotalLiabilityAmt03250000
IRS990ScheduleD/TotalRevenuePerForm990Amt0631909
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0631909
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01951080
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0150749
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Mark Jackson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150749
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Finance Director and a Board Member review the 990 before submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22019 is the first year of formal operation for PACE North. Current year activity included limited operating costs while 2018 included start up costs.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt33-B PACE North is included in the audit of Grand Traverse County as a discretely presented component unit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PACE North has entered into a management agreement with Grand Traverse Pavilions (a fund of Grand Traverse County, MI) for management assistance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Directors are elected by the Grand Traverse County, MI Department of Health and Human Services Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Hiring and assessing executive level staff is performed by the Board based on comparable industry knowledge.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Line 2C Audit firm is selected by the Finance Director and Member of the Board that also monitor audit performance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Annual conflict of interest statements are required to be reviewed by key employees. These statements are then filed in their respective human resource file.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Purchased medical services 99975. 99975. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Management service - Grand Traverse County 369833. 0. 369833. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other services 153823. 0. 153823. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 3

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,554,629
Liabilities
$4,623,297
Net assets
$931,332
Revenue
$631,909
Expenses
$1,951,080
Net income
-$1,319,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.37$8.51$0.86$20.9$20.0$0.91
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.11$9.15$0.05$16.1$15.9$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.11$9.39$0.28$13.5$13.2$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.44$8.03$0.59$8.93$9.19$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$5.61$0.33$3.93$5.19$1.26
2019Detailed filing. Detailed filing data is available for this year.$5.55$4.62$0.93$0.63$1.95$1.32