Civic Intelligence

Pace North

990 • Fiscal year 2021 • EIN 81-4749395

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 10, 2022

Organization Profilepacenorth.org

View Organization Page

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

95th percentile

1.08x

Higher debt load relative to assets than 95% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.90x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

18th percentile

-2.9%

Higher net margin than 18% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

78th percentile

$206,824

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

86th percentile

41%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

127%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$7,443,646

Up $2,162,475 (+41%) from 2020

Net Assets

Down

-$589,291

Down $260,606 (-79%) from 2020

Liabilities

Up

$8,032,937

Up $2,423,081 (+43%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin18th percentile

Revenue

Up

$8,929,396

Up $4,998,344 (+127%) from 2020

Expenses

Up

$9,190,002

Up $3,998,933 (+77%) from 2020

Net Income

Up

-$260,606

Up $999,411 (+79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$7,443,646
Liabilities$8,032,937
Net Assets-$589,291
Open 2021 Filing

Operations Trend

Revenue Growth90th 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

2021

Revenue$8,929,396
Expenses$9,190,002
Net Income-$260,606
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 10, 2022
Return Version
2021v4.1
Gross Receipts
$8,929,396
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
Cash and Non-Interest-Bearing Accounts$1,760,377$3,868,157▲ $2,107,780
Land, Buildings, and Equipment, Net$3,363,171$3,507,256▲ $144,085
Prepaid Expenses and Deferred Charges$36,376$43,233▲ $6,857
Accounts Receivable$121,247$25,000▼ $96,247
Total Assets$5,281,171$7,443,646▲ $2,162,475
Liabilities
Other Liabilities$3,110,000$2,965,000▼ $145,000
Mortgage Notes Payable Secured by Investment Property$1,615,000$2,960,000▲ $1,345,000
Accounts Payable and Accrued Expenses$884,856$2,107,937▲ $1,223,081
Total Liabilities$5,609,856$8,032,937▲ $2,423,081
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-328,685$-589,291▼ $260,606
Total Net Assets Fund Balance$-328,685$-589,291▼ $260,606
Total Liabilities and Net Assets / Fund Balance$5,281,171$7,443,646▲ $2,162,475

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,868,471$405,935$3,274,406
Other Land Buildings$473,329$97,324$570,653
Equipment$165,456$55,386$220,842
Land$0-$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark BylandMedical DirectorFT$206,824-$206,824
Mark Byland--$206,824-$206,824
Nicole FarkasCenter DirectorFT-$84,200$84,200
Sherrie MoselerExecutive Director (former)FT-$79,906$79,906
John JacobsFinance DirectorFT$73,097-$73,097
Mary John-WilliamsExecutive DirectorFT-$54,462$54,462

Board Members and Trustees

NameTitle
Elizabeth AderholdtPresident
Gergory KishBoard Member
James Whelelan MDBoard Member
Korvyn HansenBoard Member
Linda RootBoard Member
Marie HooperBoard Member
Rose ColemanSecretary
Robert SchlueterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,032
Program Service Revenue
$8,890,114
Investment Income
$1,250
Other Revenue
$0
All Other Contributions
$38,032
Change in Net Assets
$-260,606

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,929,396
Revenue Not Reported on Form 990
$-6,701
Total Revenue per Audited Statements
$8,922,695
Total Revenue per Form 990
$8,929,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,125,174
Salaries, Compensation, and Employee Benefits$3,064,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,251,423$640,179$0$4,891,602
Other Salaries and Wages$1,929,933$348,903$0$2,278,836
Other Employee Benefits$205,367$98,953$0$304,320
Current Officers, Directors, Trustees, and Key Employees$0$279,921$0$279,921
Occupancy$183,752$76,775$0$260,527
Depreciation Depletion$180,687$73,150$0$253,837
Payroll Taxes$140,398$40,923$0$181,321
Interest$0$155,660$0$155,660
Insurance$34,344$74,032$0$108,376
Travel$61,932$3,325$0$65,257
Other Expenses$12,354$39,244$0$51,598
Advertising$0$22,232$0$22,232
Pension Plan Contributions$13,123$7,307$0$20,430
All Other Expenses$11,360$7,903$0$19,263
Conferences and Meetings$9,648$3,681$0$13,329
Total Functional Expenses$7,192,118$1,997,884$0$9,190,002

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,190,002
Total Expenses per Form 990$9,190,002
Total Expenses per Audited Statements$9,183,301
Expenses Not Reported on Form 990$-6,701
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$2,965,000
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
Mary John-Williams
Title
Executive Director
Phone
2312522767
Signed
2022-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary John-Williams
Formed
2016
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
75
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.”

Financial Statement Notes

Pt XI, Line 2D

“Loss on sale of asset is a revenue reduction on the financials and an expense on the 990.”

Pt XII, Line 2D

“Loss on sale of asset is a revenue reduction on the financials and an expense on the 990.”

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IRS990/OccupancyGrp/ProgramServicesAmt0183752
IRS990/OccupancyGrp/TotalAmt0260527
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt098953
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0205367
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0304320
IRS990/OtherExpensesGrp/Desc0Equipment minor
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Communications
IRS990/OtherExpensesGrp/Desc3Dues & subscriptions
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017572
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt189739
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt218385
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt339244
IRS990/OtherExpensesGrp/ProgramServicesAmt05405
IRS990/OtherExpensesGrp/ProgramServicesAmt1151645
IRS990/OtherExpensesGrp/ProgramServicesAmt2747
IRS990/OtherExpensesGrp/ProgramServicesAmt312354
IRS990/OtherExpensesGrp/TotalAmt022977
IRS990/OtherExpensesGrp/TotalAmt1241384
IRS990/OtherExpensesGrp/TotalAmt219132
IRS990/OtherExpensesGrp/TotalAmt351598
IRS990/OtherLiabilitiesGrp/BOYAmt03110000
IRS990/OtherLiabilitiesGrp/EOYAmt02965000
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0348903
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01929933
IRS990/OtherSalariesAndWagesGrp/TotalAmt02278836
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt040923
IRS990/PayrollTaxesGrp/ProgramServicesAmt0140398
IRS990/PayrollTaxesGrp/TotalAmt0181321
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07307
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013123
IRS990/PensionPlanContributionsGrp/TotalAmt020430
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt036376
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043233
IRS990/PrincipalOfficerNm0Mary John-Williams
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/Desc0Program fees
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08890114
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0325538
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01413
IRS990/PYOtherExpensesAmt03165061
IRS990/PYProgramServiceRevenueAmt03604101
IRS990/PYRevenuesLessExpensesAmt0-1260017
IRS990/PYSalariesCompEmpBnftPaidAmt02026008
IRS990/PYTotalExpensesAmt05191069
IRS990/PYTotalRevenueAmt03931052
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-260606
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt08890114
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt038032
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0325538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0514500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01600249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02478319
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01413
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040306
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt044743
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt02478319
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt038032
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0325538
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0514500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01600249
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02478319
IRS990ScheduleA/TotalSupportAmt02523062
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/BookValueAmt0165456
IRS990ScheduleD/EquipmentGrp/DepreciationAmt055386
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0220842
IRS990ScheduleD/ExpensesNotReportedAmt0-6701
IRS990ScheduleD/ExpensesSubtotalAmt09190002
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02868471
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0405935
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03274406
IRS990ScheduleD/OtherExpensesIncludedAmt0-6701
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0473329
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt097324
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0570653
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02965000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Debt payable to Grand Traverse County, MI
IRS990ScheduleD/OtherRevenueAmt0-6701
IRS990ScheduleD/RevenueNotReportedAmt0-6701
IRS990ScheduleD/RevenueSubtotalAmt08929396
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Loss on sale of asset is a revenue reduction on the financials and an expense on the 990.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Loss on sale of asset is a revenue reduction on the financials and an expense on the 990.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XII, Line 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03507256
IRS990ScheduleD/TotalExpensesPerForm990Amt09190002
IRS990ScheduleD/TotalLiabilityAmt02965000
IRS990ScheduleD/TotalRevenuePerForm990Amt08929396
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08922695
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09183301
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0206824

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,443,646
Liabilities
$8,032,937
Net assets
-$589,291
Revenue
$8,929,396
Expenses
$9,190,002
Net income
-$260,606
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
2021Detailed filing. Detailed filing data is available for this year.$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
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