Civic Intelligence

Pace North

990 • Fiscal year 2020 • EIN 81-4749395

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 01, 2021

Organization Profilepacenorth.org
2325 Garfield 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

94th percentile

1.06x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

1.43x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

10th percentile

-32%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$165,678

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

13th percentile

-4.9%

Faster asset growth than 13% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

522%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$5,281,171

Down $273,458 (-4.9%) from 2019

Net Assets

Down

-$328,685

Down $1,260,017 (-135%) from 2019

Liabilities

Up

$5,609,856

Up $986,559 (+21%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin10th percentile

Revenue

Up

$3,931,052

Up $3,299,143 (+522%) from 2019

Expenses

Up

$5,191,069

Up $3,239,989 (+166%) from 2019

Net Income

Up

-$1,260,017

Up $59,154 (+4.5%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2020

Assets$5,281,171
Liabilities$5,609,856
Net Assets-$328,685
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

2020

Revenue$3,931,052
Expenses$5,191,069
Net Income-$1,260,017
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 1, 2021
Return Version
2020v4.1
Gross Receipts
$3,931,052
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$3,467,980$3,363,171▼ $104,809
Cash and Non-Interest-Bearing Accounts$1,872,524$1,760,377▼ $112,147
Accounts Receivable$191,671$121,247▼ $70,424
Prepaid Expenses and Deferred Charges$22,454$36,376▲ $13,922
Total Assets$5,554,629$5,281,171▼ $273,458
Liabilities
Other Liabilities$3,250,000$3,110,000▼ $140,000
Mortgage Notes Payable Secured by Investment Property$1,150,000$1,615,000▲ $465,000
Accounts Payable and Accrued Expenses$223,297$884,856▲ $661,559
Total Liabilities$4,623,297$5,609,856▲ $986,559
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$931,332$-328,685▼ $1,260,017
Total Net Assets Fund Balance$931,332$-328,685▼ $1,260,017
Total Liabilities and Net Assets / Fund Balance$5,554,629$5,281,171▼ $273,458

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,989,103$242,041$3,231,144
Other Land Buildings$224,009$48,172$272,181
Equipment$150,059$29,428$179,487
Land$0-$0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark JacksonMedical Director (Former)FT$165,678-$165,678
Mark Jackson--$165,678-$165,678
Sherrie MoselerExecutive DirectorFT-$129,956$129,956
John JacobsFinance DirectorFT$60,280-$60,280

Board Members and Trustees

NameTitle
Gregory KishPresident
Elizabeth AderholdtVice President
James Whelelan MDBoard Member
Marie HooperBoard Member
Mary MaroisBoard Member
Kory HansenSecretary
Robert SchlueterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$325,538
Program Service Revenue
$3,604,101
Investment Income
$1,413
Other Revenue
$0
All Other Contributions
$325,538
Change in Net Assets
$-1,260,017

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,931,052
Total Revenue per Audited Statements
$3,931,052
Total Revenue per Form 990
$3,931,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,165,061
Salaries, Compensation, and Employee Benefits$2,026,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$1,862,378$439,235$0$2,301,613
Other Salaries and Wages$1,109,605$409,235$0$1,518,840
Depreciation Depletion$183,590$26,462$0$210,052
Other Employee Benefits$136,228$73,158$0$209,386
Current Officers, Directors, Trustees, and Key Employees$121,765$45,036$0$166,801
Occupancy$125,743$27,692$0$153,435
Interest$128,423$17,512$0$145,935
Payroll Taxes$82,026$38,622$0$120,648
Insurance$54,616$5,037$0$59,653
Travel$31,476$6,144$0$37,620
Other Expenses$1,079$27,652$0$28,731
Advertising$0$11,307$0$11,307
Conferences and Meetings$2,966$8,172$0$11,138
Pension Plan Contributions$6,118$4,215$0$10,333
All Other Expenses$4,728$21$0$4,749
Total Functional Expenses$4,008,194$1,182,875$0$5,191,069

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,191,069
Total Expenses per Audited Statements$5,191,069
Total Expenses per Form 990$5,191,069
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$3,110,000
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 Garfield Rd N, Traverse City, MI 49686

Signing Officer

Name
John Jacobs
Title
Finance Director
Phone
2312522767
Signed
2021-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Jacobs
Formed
2016
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
58
Volunteers
0

Preparer

Firm
Vredeveld Haefner LLC
Address
10302 20TH AVE NW, GRAND RAPIDS, MI 49534
Preparer
Michael J Vredeveld
Phone
6166488447
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 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.”

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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038622
IRS990/PayrollTaxesGrp/ProgramServicesAmt082026
IRS990/PayrollTaxesGrp/TotalAmt0120648
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04215
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06118
IRS990/PensionPlanContributionsGrp/TotalAmt010333
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022454
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036376
IRS990/PrincipalOfficerNm0John Jacobs
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0Program fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03604101
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0514500
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01774
IRS990/PYOtherExpensesAmt01252259
IRS990/PYProgramServiceRevenueAmt0115635
IRS990/PYRevenuesLessExpensesAmt0-1319171
IRS990/PYSalariesCompEmpBnftPaidAmt0698821
IRS990/PYTotalExpensesAmt01951080
IRS990/PYTotalRevenueAmt0631909
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1260017
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0325538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0514500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01600249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02440287
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01413
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt040306
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt043493
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt02440287
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0325538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0514500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01600249
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02440287
IRS990ScheduleA/TotalSupportAmt02483780
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/BookValueAmt0150059
IRS990ScheduleD/EquipmentGrp/DepreciationAmt029428
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0179487
IRS990ScheduleD/ExpensesSubtotalAmt05191069
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02989103
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0242041
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03231144
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0224009
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048172
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0272181
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03110000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Debt payable to Grand Traverse County, MI
IRS990ScheduleD/RevenueSubtotalAmt03931052
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03363171
IRS990ScheduleD/TotalExpensesPerForm990Amt05191069
IRS990ScheduleD/TotalLiabilityAmt03110000
IRS990ScheduleD/TotalRevenuePerForm990Amt03931052
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03931052
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05191069
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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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/TotalCompensationFilingOrgAmt0165678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
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/ExplanationTxt23-B PACE North is included in the audit of Grand Traverse County as a discretely presented component unit.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PACE North has entered into a management agreement with Grand Traverse Pavilions (a fund of Grand Traverse County, MI) for management assistance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Directors are elected by the Grand Traverse County, MI Department of Health and Human Services Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Hiring and assessing executive level staff is performed by the Board based on comparable industry knowledge.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Line 2C Audit firm is selected by the Finance Director and Member of the Board that also monitor audit performance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Annual 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/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt XI

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,281,171
Liabilities
$5,609,856
Net assets
-$328,685
Revenue
$3,931,052
Expenses
$5,191,069
Net income
-$1,260,017
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
2020Detailed filing. Detailed filing data is available for this year.$5.28$5.61$0.33$3.93$5.19$1.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$4.62$0.93$0.63$1.95$1.32