2024-08-14T15:55:38-05:00 2023-09-30 440160260 FORVIS MAZARS LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990 2022-10-01 364861283 PACE PARTNERS OF NORTHEAST FLORIDA INC PACE 9042685200 4266 SUNBEAM ROAD JACKSONVILLE FL 32257 SUSAN PONDER-STANSEL PRESIDENT & CEO OF ALIVIA CARE, INC 9042685200 2024-08-14 1 1 AMY BIBBY P00445891 8282542254 2024-08-14 2022 2024-08-08 14:25:15Z SUSAN PONDER-STANSEL 4266 SUNBEAM ROAD JACKSONVILLE FL 32257 11084663 0 X N/A X 2013 FL OPERATE A PROGRAM FOR ALL INCLUSIVE CARE TO PATIENTS WHO ARE NURSING HOME ELIGIBLE BUT CAN SAFELY REMAIN AT HOME. 6 3 55 0 0 0 0 0 6938030 10788338 0 0 0 296325 6938030 11084663 0 0 0 0 1354790 2012841 0 0 0 6362028 8334671 7716818 10347512 -778788 737151 3324604 3697912 2461949 2098106 862655 1599806 X OPERATE A PROGRAM FOR ALL INCLUSIVE CARE TO PATIENTS WHO ARE NURSING HOME ELIGIBLE BUT CAN SAFELY REMAIN AT HOME. 0 0 9257471 11084663 PACE PARTNERS OF NORTHEAST FLORIDA, INC DBA PACE PLACE WAS APPROVED BY MEDICARE, MEDICAID AND THE DEPARTMENT OF ELDER AFFAIRS TO ENROLL ITS FIRST PARTICIPANT ON MARCH 1, 2020. OPENING ITS DOOR TO FRAIL SENIORS WAS AN IDEA THAT STARTED OVER SEVEN YEAR EARLIER BY COMMUNITY HOSPICE AND PALLIATIVE CARE AND AGING TRUE. CURRENTLY OWNED SOLELY BY COMMUNITY HOSPICE AND PALLIATIVE CARE, PACE CONTINUES THIS MISSION. PACE (PROGRAM FOR ALL-INCLUSIVE CARE TO THE ELDERLY) IS A NATIONALLY RECOGNIZED MODEL OF CARE DESIGNED FOR PEOPLE 55 OR OLDER WHO REQUIRE NURSING-HOME-LEVEL CARE BUT WOULD RATHER RECEIVE IT AT HOME OR IN THE COMMUNITY RATHER THAN IN A NURSING HOME. OUR CLINIC AND BEAUTIFUL ADULT DAY HEALTH CENTER ARE LOCATED AT 5450 RAMONA BOULEVARD, JACKSONVILLE, FL 32205. PACE PLACE #1 PRIORITY IS TO ASSIST ELDERS IN MAINTAINING THEIR INDEPENDENCE AND PROVIDING SUPPORT TO REMAIN AT HOME. THE PACE TEAM UNDERSTANDS THE DEMANDS OF BEING A CAREGIVER AND HELPS WITH COORDINATING ALL CARE AND SERVICES INCLUDING TRANSPORTATION. CAREGIVERS CAN RELAX KNOWING PACE PLACE IS LOOKING OUT FOR THEIR LOVED ONES. PACE PLACE ALL-INCLUSIVE FULLY CAPITATED BENEFIT PACKAGE INCLUDES: PRIMARY CARE, HOSPITAL CARE, MEDICAL SPECIALTY SERVICES, PRESCRIPTION DRUGS (MEDICARE PART D DRUGS), NURSING HOME SERVICES, NURSING SERVICES, PERSONAL CARE SERVICES, EMERGENCY SERVICES, HOME CARE, PHYSICAL THERAPY, OCCUPATION THERAPY, ADULT DAY HEALTH CARE, RECREATIONAL THERAPY, MEALS, DENTAL CARE, NUTRITIONAL COUNSELING, SOCIAL SERVICES, LABORATORY/X-RAY, SOCIAL WORK COUNSELING, END OF LIFE CARE AND TRANSPORTATION.PACE PLACE PROVIDES ALL THESE SERVICES ON A CAPITATED MONTHLY RATE PER PARTICIPANT THAT COSTS LESS THAN NURSING HOME CARE AND PACE'S RECEIVES LESS PER PARTICIPANT PER MONTH FROM MEDICAID AS COMPARED TO MEDICAID LONG TERM MANAGED CARE COMPANIES. PAYMENT FOR PACE SERVICES CAN COME FROM MEDICARE, MEDICAID AND PRIVATE PAY. NATIONALLY, AROUND ONE PERCENT OF ALL PACE FUNDING COMES FROM PRIVATE PAY AND THE SPLIT BETWEEN DUALLY ELIGIBLE (MEDICARE AND MEDICAID) AND MEDICAID ONLY IS 87% DUAL AND 13% MEDICAID ONLY. THE REIMBURSEMENT IN FLORIDA IS HIGHER FOR DUALLY ELIGIBLE PARTICIPANTS. PACE PLACE ENROLLED 64 NEW PARTICIPANTS IN 2023 ENDING WITH A TOTAL CENSUS OF 127 PARTICIPANTS. CURRENTLY OUR ENROLLED MEMBER'S PAYER MIX IS MADE UP OF 16% MEDICAID ONLY PARTICIPANTS. THIS REPRESENTS A LOWER REIMBURSEMENT PER PARTICIPANT PER MONTH WHILE STILL PROVIDING ALL OF THE SERVICES. OFTEN, NEW ENROLLEES TO PACE HAVE NOT HAD CONSISTENT MEDICAL CARE FOR MONTHS OR YEARS BEFORE JOINING PACE. THESE NEW PARTICIPANTS NEED A HIGHER LEVEL OF SERVICES AND SUPPORT IN THE EARLY MONTHS UP TO AND INCLUDING AN EMERGENCY ROOM VISIT BEFORE THE PACE TEAM CAN IMPROVE THEIR MEDICAL CONDITION. PACE PLACE PROVIDES ALL OF THE CARE NEEDED FOR THE SAME REIMBURSEMENT AMOUNT REGARDLESS OF UTILIZATION. MANY OF OUR PARTICIPANT'S MEDICAL CONDITIONS STABILIZE AND WE CAN THEN MAINTAIN THEIR CARE IN THE COMMUNITY. SIXTY TWO (62%) OF PACE PLACE PARTICIPANTS HAVE BEEN MEMBERS FOR ONE YEAR OR LONGER ALLOWING THEM TO REMAIN IN THEIR HOME THUS IMPROVING THEIR QUALITY OF LIFE. OUR SERVICE AREA HAS A LARGE NEED FOR COMMUNITY-BASED SERVICES FOR FRAIL SENIORS AS CONFIRMED BY CONTINUALLY INCREASING ENROLLMENT. MANY OF OUR NEW ENROLLEES ARE REFERRED BY CURRENT PACE PARTICIPANTS. WE HAVE NEIGHBORS, FRIENDS AND FAMILY MEMBERS ACTIVE IN OUR PROGRAM BECAUSE OF OUR CURRENT ENROLLED PARTICIPANTS. OUR COMMUNITY EDUCATION AND MARKETING EFFORTS HAVE BEEN IMPACTED BY COVID, HOWEVER WE CONTINUE TO GROW OUR ENROLLMENT AND HAVE ANYWHERE BETWEEN 30-40 REFERRALS EACH MONTH AND CURRENTLY HAVE 38 PARTICIPANTS PURSUING ENROLLMENT. WE CONTINUE TO EXPAND OUT PROVIDER NETWORK TO BETTER SERVE OUR PARTICIPANTS AS PACE PLACE IS COMMITTED TO ITS MISSION OF KEEPING OUR SENIORS AT HOME. 9257471 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 55 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 3 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 9042685200 4266 SUNBEAM ROAD JACKSONVILLE FL 32257 SUSAN PONDER-STANSEL PRESIDENT & CEO ALIVIA CAR 1.00 40.00 X X 0 541122 45853 TERESA K BARTON SECRETARY/TREASURER 1.00 X X 0 0 0 JOHN W LOGUE BOARD MEMBER 1.00 1.00 X 0 0 0 PHILLIP WARD PRESIDENT & CEO COMMUNITY 1.00 40.00 X 0 420018 37179 LEE E WILSON BOARD MEMBER 1.00 X 0 0 0 KENNETH MCCOSH CFO ALIVIA CARE 1.00 40.00 X 0 215404 0 AMY BRETZ PACE - EXECUTIVE DIRECTOR, EX-OFFICIO 40.00 X 136998 0 6630 SASHA LIBERIO PACE - PHYSICAL THERAPIST/ REHAB MANAGER 40.00 X 115896 0 689 MICHELLE JAMES PACE - CENTER MANAGER 40.00 X 110652 0 3729 GREGORY DIXON CFO ALIVIA CARE (THR 4/22) FORMER 1.00 40.00 X 0 329722 18213 363546 1506266 112293 3 1 1 0 0 PATIENT SERVICE REVENUE 900099 10788338 10788338 10788338 CLAIM REIMBURSEMENT 900099 296325 296325 296325 11084663 11084663 0 0 1621232 986067 635165 28401 19930 8471 177516 129358 48158 185692 142536 43156 17210 17210 28455 28455 2000 2000 711891 564754 147137 9857 9857 804056 739366 64690 37922 37922 166712 166712 28423 26214 2209 11719 11719 31230 31230 118904 118904 301425 239992 61433 PROVIDER SERVICES 3535928 3535928 MEDICAL EXPENSE 1223405 1223405 PATIENT CARE 1142169 1142169 BAD DEBT 162638 162638 727 727 10347512 9257471 1090041 0 1715036 1523214 180538 368163 589 0 16134 43910 1786070 471549 1412307 1314521 0 448104 3324604 3697912 2007229 986320 366611 488374 88109 623412 2461949 2098106 X 862655 1599806 862655 1599806 3324604 3697912 737151 0 X X 0 1 X 1 0 X X 1 COMMUNITY HOSPICE OF NORTHEAST FLORIDA 591940256 10 1 0 9257471 1 0 9257471 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 2000 2000 0 PART II-B, LINE 1: DURING THE YEAR THE ORGANIZATION INCURRED 2,000 IN EXPENSES RELATED TO LOBBYING EFFORTS. 1474509 314835 1159674 308560 156714 151846 3001 3001 1314521 ROU ASSET 448104 448104 OTHER LIABILITIES 76566 LEASE LIABILITY 452937 DUE TO/FROM AFFILIATES 93909 623412 X 10717770 -162638 -162638 10880408 204255 204255 11084663 9980619 -204255 -204255 10184874 162638 162638 10347512 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD'S AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE HOSPICE'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF SEPTEMBER 30, 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT -162,638. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE INCLUDED IN EXPENSES ON AUDIT 204,255. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE INCLUDED IN EXPENSES ON AUDIT -204,255. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 162,638. 1 0 0 0 0 0 0 0 0 SUSAN PONDER-STANSEL PRESIDENT & CEO ALIVIA CAR 0 500000 0 28030 0 13092 0 16470 0 29383 0 586975 0 0 PHILLIP WARD PRESIDENT & CEO COMMUNITY 0 385445 0 13138 0 21435 0 16470 0 20709 0 457197 0 0 GREGORY DIXON CFO ALIVIA CARE (THR 4/22) FORMER 0 332715 0 0 0 -2993 0 4062 0 14151 0 347935 0 0 KENNETH MCCOSH CFO ALIVIA CARE 0 215404 0 0 0 0 0 0 0 0 0 215404 0 0 PART I, LINE 3 THE PROCESS USED TO ESTABLISH COMPENSATION FOR THE PRESIDENT/CEO WAS UNDERTAKEN BY A RELATED ORGANIZATION. THIS PROCESS INCLUDED THE USE OF A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, FORM 990S OF OTHER ORGANIZATIONS, COMPENSATION STUDIES/SURVEY, AND THE APPROVAL BY THE BOARD/COMMITTEE. PART I, LINE 4A GREGORY DIXON RECEIVED A SEVERANCE PAYMENT DURING THE FISCAL YEAR OF $131,154. FORM 990, PART VI, SECTION A, LINE 3 COMMUNITY HOPSICE OF NORTHEAST FLORIDA PROVIDED HR, FINANCE, IT, COMMUNICATIONS, AND LEGAL SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE URBAN JACKSONVILLE, INC., A FLORIDA NOT FOR PROFIT CORPORATION, D/B/A AGING TRUE ("AGING TRUE"), AND COMMUNITY HOSPICE OF NORTHEAST FLORIDA, INC., A FLORIDA NOT FOR PROFIT CORPORATION ("COMMUNITY HOSPICE"). AS SUCH, THE MEMBERS SHALL BE ENTITLED TO ALL RIGHTS AND POWERS OF A MEMBER UNDER THE LAWS OF THE STATE OF FLORIDA, THE ARTICLES OF INCORPORATION AND THESE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL CONSIST OF THREE (3) DIRECTORS APPOINTED BY AGING TRUE (THE "AGING TRUE DIRECTORS") AND THREE (3) DIRECTORS APPOINTED BY COMMUNITY HOSPICE (THE "COMMUNITY HOSPICE DIRECTORS", TOGETHER WITH THE AGING TRUE DIRECTORS, THE "MEMBER-APPOINTED DIRECTORS"). FOLLOWING APPOINTMENT OF THE INITIAL BOARD, THE BOARD, SUBJECT TO MEMBER APPROVAL, SHALL ELECT THREE (3) ADDITIONAL DIRECTORS TO REPRESENT THE INTERESTS OF THE COMMUNITY SERVED BY THE CORPORATION (THE "COMMUNITY DIRECTORS"). MEMBER-APPOINTED DIRECTORS SHALL REMAIN IN OFFICE UNTIL THEIR EARLIER RESIGNATION, REMOVAL FROM OFFICE OR DEATH. THE COMMUNITY DIRECTORS SHALL BE ELECTED FOR A TERM OF THREE (3) YEARS AND SERVE UNTIL THEIR RESPECTIVE SUCCESSORS SHALL HAVE BEEN ELECTED AND QUALIFIED, OR UNTIL THEIR EARLIER RESIGNATION, REMOVAL FROM OFFICE, OR DEATH. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTANT WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION, THE RETURN WAS REVIEWED IN ITS ENTIRETY BY THE FULL BOARD FOR APPROVAL. FOLLOWING APPROVAL, THE RETURN WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY AT THE START OF THEIR TERM. BOARD MEMBERS ARE RESPONSIBLE FOR MAKING CONFLICT OF INTERESTS KNOWN AND RECUSING THEMSELVES FROM ANY DISCUSSION AND/OR VOTE WHEN A POTENTIAL CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 CONSULTANT DATA AND A COMPENSATION ANALYST TOOL ARE USED TO SET COMPENSATION BASED UPON COMPARABLE INDUSTRIES. THE BOARD OF DIRECTORS APPROVES THE RECOMMENDED SALARY. FORM 990, PART VI, SECTION C, LINE 18 PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ANY GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS UPON REQUEST. THIS CAN BE DONE IN PERSON OR BY PHONE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. COMMUNITY HOSPICE OF NORTHEAST FLORIDA 4266 SUNBEAM RD JACKSONVILLE FL 32257 591940256 HOSPICE & PALLIATIVE CARE FL 501(C)(3) LINE 11 ALIVIA CARE INC 0 COMMUNITY HOSPICE OF NORTHEAST FLORIDA FOUNDATION FOR CARING 4266 SUNBEAM RD JACKSONVILLE FL 32257 593583920 FUNDRAISING FOR COMMUNITY HOSPICE OF NORTHEAST FLORIDA FL 501(C)(3) LINE 12B, II COMMUNITY HOSPICE OF NORTHEAST FLORIDA 0 HOSPICE OF GOLDEN ISLES INC 1692 GLYNCO PKWY BRUNSWICK GA 31525 581428562 HOSPICE & PALLIATIVE CARE GA 501(C)(3) LINE 7 ALIVIA CARE OF GEORGIA INC 0 HOSPICE SATILLA 808 EVERGREEN WAY WAYCROSS GA 31501 581741612 HOSPICE & PALLIATIVE CARE GA 501(C)(3) LINE 3 ALIVIA CARE OF GEORGIA INC 0 ALIVIA CARE INC 4266 SUNBEAM RD JACKSONVILLE FL 32257 844695341 LEADERSHIP SUPPORT FOR HOSPICE & PALLIATIVE CARE FL 501(C)(3) LINE 10 N/A 0 ALIVIA CARE OF GEORGIA INC 4266 SUNBEAM RD JACKSONVILLE FL 32257 850842222 LEADERSHIP SUPPORT FOR HOSPICE & PALLIATIVE CARE FL 501(C)(3) LINE 10 ALIVIA CARE INC 0 ALIVIA CARE SOLUTIONS INC 4266 SUNBEAM RD JACKSONVILLE FL 32257 852777461 HOSPICE & PALLIATIVE CARE FL 501(C)(3) LINE 10 ALIVIA CARE INC 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0