Civic Intelligence

Agewell Pace

EIN 87-3207747 • 501(c)3 • Rohnert Park, CA

Profile

To promote community health and otherwise support the charitable purposes of its members, lifelong medical care and santa rosa community health centers, california nonprofit public benefit corporations, by providing a program of all-inclusive care for the elderly.

5789 State Farm DriveRohnert Park, CA 94928

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

98th percentile

1.38x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

4.54x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

3rd percentile

-94%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$210,054

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

97th percentile

128%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$17,019,556

Down $609,133 (-3.5%) from 2023

Liabilities

Up

$23,406,131

Up $4,239,215 (+22%) from 2023

Net Assets

Down

-$6,386,575

Down $4,848,348 (-315%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin3rd percentile

Revenue

Up

$5,154,127

Up $4,725,423 (+1102%) from 2023

Expenses

Up

$10,002,475

Up $8,341,571 (+502%) from 2023

Net Income

Down

-$4,848,348

Down $3,616,148 (-293%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0-$10MAssets 2022: $3,268,773Liabilities 2022: $3,311,783Net Assets 2022: -$43,0102022Assets 2023: $17,628,689Liabilities 2023: $19,166,916Net Assets 2023: -$1,538,2272023Assets 2024: $17,019,556Liabilities 2024: $23,406,131Net Assets 2024: -$6,386,5752024

Highlighted filing

2024

Assets$17,019,556
Liabilities$23,406,131
Net Assets-$6,386,575
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2022: $0Expenses 2022: $43,010Net Income 2022: -$43,0102022Revenue 2023: $428,704Expenses 2023: $1,660,904Net Income 2023: -$1,232,2002023Revenue 2024: $5,154,127Expenses 2024: $10,002,475Net Income 2024: -$4,848,3482024

Highlighted filing

2024

Revenue$5,154,127
Expenses$10,002,475
Net Income-$4,848,348
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$17,019,556
Liabilities
$23,406,131
Net assets
-$6,386,575
Revenue
$5,154,127
Expenses
$10,002,475
Net income
-$4,848,348
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.0$23.4$6.39$5.15$10.0$4.85
2023Detailed filing. Detailed filing data is available for this year.$17.6$19.2$1.54$0.43$1.66$1.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$3.31$0.04$0.00$0.04$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$5,154,127
Mission and Program Overview

Mission

To promote community health and otherwise support the charitable purposes of its members, lifelong medical care and santa rosa community health centers, california nonprofit public benefit corporations, by providing a program of all-inclusive care for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,289,871$6,887,443▼ $402,428
Cash and Non-Interest-Bearing Accounts$2,344,234$1,793,349▼ $550,885
Accounts Receivable-$726,755-
Prepaid Expenses and Deferred Charges$92,083$142,556▲ $50,473
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$17,628,689$17,019,556▼ $609,133
Other Assets Total$7,902,501$7,469,453▼ $433,048
Liabilities
Mortgage Notes Payable Secured by Investment Property$10,140,006$15,000,024▲ $4,860,018
Other Liabilities$8,013,780$7,728,609▼ $285,171
Accounts Payable and Accrued Expenses$1,013,130$677,498▼ $335,632
Total Liabilities$19,166,916$23,406,131▲ $4,239,215
Net Assets / Fund Balance
Net Assets With Donor Restrictions$166,667--
Net Assets Without Donor Restrictions$-1,704,894$-6,386,575▼ $4,681,681
Total Net Assets Fund Balance$-1,538,227$-6,386,575▼ $4,848,348
Total Liabilities and Net Assets / Fund Balance$17,628,689$17,019,556▼ $609,133

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,887,443$621,703$7,509,146
Other Assets Org$7,469,453--
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Derrick WhitacreCEOFT$194,414$15,640$210,054
Christina Lyn FalleyCOOFT$127,042$11,908$138,950
Truc DuongPharmacistFT$106,215$10,183$116,398
Jane MokCFOFT$55,441$8,773$64,214

Board Members and Trustees

NameTitle
David B VlietPresident
Gabriela BernalTrustee
Jim EimersTrustee
Patricia SussmanTrustee
Benjamin LeroiSecretary
Julie SinaiTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wright CocntractingContracting3020 DUTTON AVE, Santa Rosa, CA 95407$741,672
State Farm DriveLeaseing Services65 TREEHAVEN DR, San Rafael, CA 94901$509,168
VivalonPatient Transportation999 3RD STREET, San Rafael, CA 94901$145,382
Revenue and Support

Revenue Composition

Contributions and Grants
$887,805
Program Service Revenue
$4,211,039
Investment Income
$41,897
Other Revenue
$13,386
All Other Contributions
$887,805
Change in Net Assets
$-4,848,348

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,154,127
Total Revenue per Audited Statements
$5,154,127
Total Revenue per Form 990
$5,154,127
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,043,628
Salaries, Compensation, and Employee Benefits$3,958,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,605,161$599,613-$3,204,774
Fees for Services Other$1,836,775$422,759-$2,259,534
Interest-$764,967-$764,967
Occupancy$605,440$139,350-$744,790
Depreciation Depletion$505,382$116,320-$621,702
Other Employee Benefits$447,834$103,075-$550,909
Current Officers, Directors, Trustees, and Key Employees$165,152$38,012-$203,164
Insurance$105,072$24,184-$129,256
Information Technology$87,837$20,217-$108,054
Other Expenses$32,528$7,487-$40,015
Office Expenses-$25,134-$25,134
All Other Expenses$14,596$3,359-$17,955
Total Functional Expenses$7,717,276$2,285,199$0$10,002,475

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,002,475
Total Expenses per Audited Statements$10,002,475
Total Expenses per Form 990$10,002,475
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$7,728,609
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, Line 2

“Gaby Bernal and Ben Leroi are married.”

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

“The form 990 is presented to the finance committee for review and approval for filing. A copy of the form 990 is presented to the full board and this item is included on the agenda as an action item for board approval.”

Form 990, Part VI, Section B, Line 12C

“Annually the ceo, cfo and the medical director complete conflict of interest forms that are received by the human resources (hr) department and maintained in personnel files. In the event of a potential conflict, the hr director forwards the statement to the board of directors for review. A written decision and action plan regarding the conflict are maintained in the board minutes.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the organization's ceo is determined by the board of directors who utilize comparability data published annually by the cpca. The compensation of the organization's other officers and key employees is determined by the ceo who utilizes comparability data of community health centers and data from the california primary care association compensation and published annually by the hospital and healthcare compensation service for the national association of benefits survey.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Agewell Pace
EIN
87-3207747
Phone
7076154437
Address
5789 STATE FARM DRIVE, ROHNERT PARK, CA 94928

Signing Officer

Name
Gabriela Leroi
Title
Chairman
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
2022
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
44

Preparer

Firm
JDT & Associates
Address
212 E Crossroads Blvd Ste 179, SARATOGA SPRINGS, UT 84045
Preparer
Nathan Doty
Phone
8013882664
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has qualified as a non-profit organization and has been granted tax-exempt status pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d) and is exempt from Federal and State of California income taxes. Accordingly, no provision for income taxes is included in the accompanying financial statements. The Organizations returns are subject to examination by federal and state taxing authorities generally for three years after they are filed.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has qualified as a non-profit organization and has been granted tax-exempt status pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701(d) and is exempt from Federal and State of California income taxes. Accordingly, no provision for income taxes is included in the accompanying financial statements. The Organizations returns are subject to examination by federal and state taxing authorities generally for three years after they are filed.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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