Civic Intelligence

Agewell Pace

990 • Fiscal year 2023 • EIN 87-3207747

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 14, 2024

Organization ProfileN/A
5789 State Farm DriveRohnert Park, CA 94928

(707) 615-4437

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$17,628,689

Up $14,359,916 (+439%) from 2022

Net Assets

Down

-$1,538,227

Down $1,495,217 (-3476%) from 2022

Liabilities

Up

$19,166,916

Up $15,855,133 (+479%) from 2022

Revenue And Expenses

Revenue

Up

$428,704

Up $428,704 from 2022

Expenses

Up

$1,660,904

Up $1,617,894 (+3762%) from 2022

Net Income

Down

-$1,232,200

Down $1,189,190 (-2765%) from 2022

Historical Trend

Balance Sheet Trend

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

$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

2023

Assets$17,628,689
Liabilities$19,166,916
Net Assets-$1,538,227
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$428,704
Expenses$1,660,904
Net Income-$1,232,200
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 14, 2024
Return Version
2022v5.0
Gross Receipts
$428,704
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-$15,192,372-
Cash and Non-Interest-Bearing Accounts-$2,344,234-
Prepaid Expenses and Deferred Charges-$92,083-
Total Assets$0$17,628,689▲ $17,628,689
Liabilities
Mortgage Notes Payable Secured by Investment Property-$18,153,786-
Accounts Payable and Accrued Expenses$306,027$1,013,130▲ $707,103
Other Liabilities-$0-
Total Liabilities$306,027$19,166,916▲ $18,860,889
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$166,667▲ $166,667
Net Assets Without Donor Restrictions$-306,027$-1,704,894▼ $1,398,867
Total Net Assets Fund Balance$-306,027$-1,538,227▼ $1,232,200
Total Liabilities and Net Assets / Fund Balance$0$17,628,689▲ $17,628,689

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$15,192,372$0$15,192,372
Buildings$0$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Derrick WhitacreCEOFT$50,052$50,052

Board Members and Trustees

NameTitle
David B VlietBoard President
Ben LeroiBoard Secretary
Julie SinaiBoard Treasurer
Gabriela LeroiDirector
Jim EimersDirector
Patricia SussmanDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$428,704
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$428,704
Change in Net Assets
$-1,232,200

Audited Revenue Reconciliation

Revenue per Audited Statements
$428,704
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$428,704
Total Revenue per Form 990
$428,704
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,022,765
Salaries, Compensation, and Employee Benefits$638,139
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$296,290$225,194-$521,484
Occupancy$276,782$68,293-$345,075
Fees for Services Other$266,252$64,800-$331,052
Interest$101,250$24,888-$126,138
Other Employee Benefits$37,491$28,495-$65,986
Fees for Services Legal$60,673--$60,673
Fees for Services Accounting-$49,116-$49,116
Payroll Taxes$25,579$19,441-$45,020
Office Expenses$22,869$7,447-$30,316
Insurance$14,905$6,009-$20,914
Information Technology$10,335$7,855-$18,190
All Other Expenses$12,098$1,969-$14,067
Travel$4,745$4,745-$9,490
Advertising$8,198--$8,198
Other Expenses$4,763$2,476$0$7,239
Other Salaries and Wages$5,649--$5,649
Conferences and Meetings-$2,297-$2,297
Total Functional Expenses$1,147,879$513,025$0$1,660,904

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,660,904
Total Expenses per Audited Statements$1,660,904
Total Expenses per Form 990$1,660,904
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 15

“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
Board Chair
Phone
7076154437
Signed
2024-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
AgeWell PACE
Formed
2022
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
21
Volunteers
0

Preparer

Firm
Chw Llp
Address
7797 N First Street Suite 15, Fresno, CA 93720
Preparer
Jeremy Ware
Phone
5595495400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Professional and purchased services.”

Financial Statement Notes

Schedule D, Part X, Line 2

“PACE has been determined to be exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the State of California Revenue and Taxation Code by the IRS and Franchise Tax Board, respectively. As of June 30, 2023, PACE has reviewed its tax positions and has concluded no reserve for uncertain tax positions is required.”

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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/LossesReportedAmt00
IRS990ScheduleD/NetUnrealizedGainsInvstAmt00
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015192372
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt015192372
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/PriorYearAdjustmentsAmt00
IRS990ScheduleD/RecoveriesPriorYearGrantsAmt00
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0428704
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PACE has been determined to be exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the State of California Revenue and Taxation Code by the IRS and Franchise Tax Board, respectively. As of June 30, 2023, PACE has reviewed its tax positions and has concluded no reserve for uncertain tax positions is required.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt015192372
IRS990ScheduleD/TotalExpensesPerForm990Amt01660904
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0428704
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0428704
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01660904
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Professional and purchased services.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt00
IRS990/TotalAssetsEOYAmt017628689
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt017628689
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0428704
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0513025
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01147879
IRS990/TotalFunctionalExpensesGrp/TotalAmt01660904
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0306027
IRS990/TotalLiabilitiesEOYAmt019166916
IRS990/TotalLiabilitiesGrp/BOYAmt0306027
IRS990/TotalLiabilitiesGrp/EOYAmt019166916
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-306027
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1538227
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt01147879
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt050052
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0428704
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017628689
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt04745
IRS990/TravelGrp/ProgramServicesAmt04745
IRS990/TravelGrp/TotalAmt09490
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05789 State Farm Drive
IRS990/USAddress/CityNm0Rohnert Park
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094928
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gabriela Leroi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum07076154437
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-14

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Filings

Displayed year

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

Open filing
Assets
$17,628,689
Liabilities
$19,166,916
Net assets
-$1,538,227
Revenue
$428,704
Expenses
$1,660,904
Net income
-$1,232,200
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