2024-11-02T15:20:37-05:00 2023-12-31 352102008 CNA TAX PROFESSIONALS INC 10475 CROSSPOINT BOULEVARD SUITE 200 INDIANAPOLIS IN 46256 990 2023-01-01 351120537 PACE COMMUNITY ACTION AGENCY INC PACE 8128827927 525 N 4TH STREET VINCENNES IN 475910687 TAI BLYTHE CEO 8128827927 2024-10-08 1 1 SHAWN D DREIMAN CPA P00380913 3178413393 2024-10-08 2023 2024-10-15 13:58:12Z TAI BLYTHE 525 N 4TH STREET VINCENNES IN 475910687 10261337 0 X WWW.PACECAA.ORG X 1965 IN THE PRIMARY GOAL OF THE ORGANIZATION IS TO ENABLE ECONOMICALLY AND SOCIALLY DISADVANTAGED PEOPLE TO ACHIEVE SELF-SUFFICIENCY AND BECOME LESS DEPENDENT ON PUBLIC ASSISTANCE. PROGRAMS AND SERVICES OFFERED PROVIDE OPPORTUNITIES FOR ALL AGE GROUPS. 24 24 145 391 0 0 11655579 10145187 77928 67734 -7950 48416 0 0 11725557 10261337 4615550 2749234 0 0 4929726 5370605 0 0 24874 2043521 2166911 11588797 10286750 136760 -25413 6630191 6502935 1576050 1474207 5054141 5028728 X THE PRIMARY GOAL OF THE ORGANIZATION IS TO ENABLE ECONOMICALLY AND SOCIALLY DISADVANTAGED PEOPLE TO ACHIEVE SELF-SUFFICIENCY AND BECOME LESS DEPENDENT ON PUBLIC ASSISTANCE. PROGRAMS AND SERVICES OFFERED PROVIDE OPPORTUNITIES FOR ALL AGE GROUPS. 0 0 5543955 174285 37286 IN ADDITION TO PRESCHOOL EDUCATION AND FAMILY CASE MANAGEMENT, THE HEAD START PROGRAM PROVIDES DENTAL, MEDICAL AND MENTAL HEALTH SCREENINGS. THE PROGRAM ALSO PROVIDES NUTRITIOUS MEALS FOR PARTICIPATING CHILDREN, SPEECH THERAPY FOR THOSE CHILDREN IN NEED AND EDUCATIONAL/NUTRITIONAL EDUCATION FOR THE PARENTS OF THE PARTICIPATING CHILDREN. 2419285 2078472 16271 THE ENERGY ASSISTANCE PROGRAM PROVIDES DIRECT UTILITY BILL ASSISTANCE PAYMENTS TO QUALIFYING LOW-INCOME FAMILIES SUBSIDIZING HIGH ENERGY COSTS AND THEREBY AVOIDING A POSSIBILITY THAT HEAT WILL BE LOST IN THE COLD WINTER MONTHS. 1107898 32590 7451 FAMILY PLANNING PROVIDES REPRODUCTIVE HEALTH CARE AND CONTRACEPTION WITH PREFERENCE TO UNINSURED, LOW-INCOME WOMEN, FAMILIES AND ADOLESCENTS. PATIENTS CHARGES ARE ASSESSED ON A SLIDING FEE SCALE. SERVICES INCLUDE SEX EDUCATION, PREVENTION OF UNWANTED PREGNANCY AND FAMILY COUNSELING. 627415 447662 4220 THE WEATHERIZATION ASSISTANCE PROGRAM HELPS REDUCE THE ENERGY BURDEN OF LOW-INCOME FAMILIES BY EDUCATING THEM ON ENERGY CONSERVATION, INSPECTING AND REPAIRING TROUBLED HOME AREAS AND ADDRESSING ISSUES THAT MIGHT INCREASE ENERGY COSTS OR INCREASE EXPOSURE TO DAMAGING ENERGY SOURCES. 372572 16225 2506 OTHER 999987 463887 6726 10071125 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 38 0 1 145 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X TAI BLYTHE 8128827927 525 NORTH 4TH STREET VINCENNES IN 47591 MITZIE BADGER BOARD MEMBER 2.00 X 0 0 0 EMILY CONDON BOARD MEMBER 2.00 X 0 0 0 CLARRISA CORNELIUS BOARD MEMBER 2.00 X 0 0 0 KRISTI DEETZ BOARD MEMBER 2.00 X 0 0 0 CARLA GAMBILL BOARD MEMBER 2.00 X 0 0 0 EMILY HOBBS BOARD MEMBER 2.00 X 0 0 0 MICHAEL HOSFORD BOARD MEMBER 2.00 X 0 0 0 ELLEN MARTIN BOARD MEMBER 2.00 X 0 0 0 JAZMIN MURFEE BOARD MEMBER 2.00 X 0 0 0 ELIZABETH HILDERBRAND BOARD MEMBER 2.00 X 0 0 0 JORDAN ORWIG MEMBER AT LARGE 2.00 X 0 0 0 CHRISTY PEARISON BOARD MEMBER 2.00 X 0 0 0 LAURA PETTY BOARD MEMBER 2.00 X 0 0 0 ERIKA STITZLE BOARD MEMBER 2.00 X 0 0 0 PAULINE RIPPY BOARD MEMBER 2.00 X 0 0 0 REBECCA WEST BOARD MEMBER 2.00 X 0 0 0 TERRI ROBERTS BOARD MEMBER 2.00 X 0 0 0 JATHAN WRIGHT BOARD MEMBER 2.00 X 0 0 0 JILL BAILEY MEMBER AT LARGE 2.00 X 0 0 0 GREG JONES PRESIDENT 2.00 X 0 0 0 MARC MCNEECE SECRETARY 2.00 X 0 0 0 JEFF NEAL MEMBER AT LARGE 2.00 X 0 0 0 JOEL SMITH VP - FINANCE 2.00 X 0 0 0 JEREMY WIMMENAUER VP - PDC 2.00 X 0 0 0 BERTHA PROCTOR EXEC. DIR./CEO 40.00 X 210785 0 49370 LIANN SMITH CFO 40.00 X 114580 0 31841 TAI BLYTHE ASSOCIATE DIR. 40.00 X 120008 0 33713 445373 0 114924 3 0 1 0 PACIFIC CONSTRUCTION AND WEATHERIZATION 908 EAST GUM STREET EVANSVILLE IN 47713 WX CONTRACTOR 175609 1 9853803 291384 39919 10145187 PROGRAM FEES 624100 67734 67734 67734 48416 48416 10261337 67734 0 48416 2749234 2749234 560297 553233 7041 23 3747718 3700465 47099 154 749575 734441 15077 57 313015 312748 255 12 671 671 37188 36663 525 107247 107204 43 1234055 1434203 -202824 2676 98385 98385 82385 82385 40922 40424 498 409220 166697 242523 89446 91814 -2368 DATA PROCESSING 154295 149971 619 3705 DIRECT ASSISTANCE 56690 39808 16882 TELEPHONE 52802 52780 20 2 DUES AND FILING FEES 5792 5792 -202187 -205561 2552 822 10286750 10071125 190751 24874 453942 469644 704511 701071 241628 298409 591 19 160944 175096 8289484 4310500 4129982 3978984 938593 879712 6630191 6502935 846672 883252 6089 6089 505462 465905 217827 118961 1576050 1474207 X 5026512 5023439 27629 5289 5054141 5028728 6630191 6502935 -25413 0 X 0 1 X 1 1 1 X 9413341 9266282 9565853 11655579 10145187 50046242 9413341 9266282 9565853 11655579 10145187 50046242 50046242 43321 35613 71457 77928 67734 296053 50342295 166832 0.99410 0.99530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85370 85370 6822995 3593680 3229315 1381119 716820 664299 3978984 DUES FROM SUBSIDIARIES 326213 INVESTMENT IN SUBSIDIARIES 269483 INVESTMENTS 159900 OPERATING LEASE 84343 FINANCING LEASE 39773 879712 CURRENT OPERATING LEASE 39656 CURRENT FINANCE LEASE 20764 NET OPERATING LEASE 38701 NET FINANCE LEASE 19840 118961 X 10470884 209547 209547 10261337 0 10261337 10496297 209547 209547 10286750 0 10286750 PART X, LINE 2: UPON ADOPTION OF THE FASB STANDARD FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PACE COMMUNITY ACTION AGENCY, INC. WILL RECOGNIZE A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. 1 SOCIAL ASSISTANCE 3643 2749234 PART I, LINE 2: ALL OF THE ORGANIZATION'S PROGRAM DIRECTORS AND EXECUTIVES ARE TRAINED ON VARIOUS GRANT REGULATIONS AND COMPLIANCE REQUIREMENTS. IN ADDITION TO EXTENSIVE TRAINING, THE ORGANIZATION UNDERGOES VARIOUS STATE AND FEDERAL MONITORING, CONDUCTS SELF ASSESSMENT TESTS AND PERFORMS AN ANNUAL INDEPENDENT FINANCIAL STATEMENT AUDIT IN COMPLIANCE WITH OMB CIRCULAR A-133. X 0 0 0 0 0 0 0 0 0 BERTHA PROCTOR EXEC. DIR./CEO 210785 0 0 0 0 0 8431 0 40939 0 260155 0 0 0 TAI BLYTHE ASSOCIATE DIR. 120008 0 0 0 0 0 4800 0 28913 0 153721 0 0 0 X SUPPLIES 0 39655 FMV X TRAVEL 0 264 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - COPIES ARE PROVIDED TO THE BOARD VIA POSTINGS TO THE AGENCY INTRANET SITE AND/OR MAILED TO THE MEMBERS. FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE AT THE JANUARY ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT HUMAN RESOURCE FIRM CONDUCTED A THOROUGH COMPENSATION REVIEW BASED ON INDIANA AVERAGE WAGES AND DEVELOPED THE ORGANIZATION'S COMPENSATION PLAN. THE REVIEW INCLUDED CONFIRMING JOB DUTIES WITH APPROPRIATE COMPENSATORY LEVELS, DETAILED DRAFTING OF JOB DESCRIPTIONS AND DUTIES AND OTHER GENERAL COMPENSATION CONSULTING. BOARD REVIEW AND APPROVAL IS OBTAINED PRIOR TO IMPLEMENTATION. AN INDEPENDENT HUMAN RESOURCE FIRM CONDUCTED A THOROUGH COMPENSATION REVIEW BASED ON INDIANA AVERAGE WAGES AND DEVELOPED THE ORGANIZATION'S COMPENSATION PLAN. THE REVIEW INCLUDED CONFIRMING JOB DUTIES WITH APPROPRIATE COMPENSATORY LEVELS, DETAILED DRAFTING OF JOB DESCRIPTIONS AND DUTIES AND OTHER GENERAL COMPENSATION CONSULTING. BOARD REVIEW AND APPROVAL IS OBTAINED PRIOR TO IMPLEMENTATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S BYLAWS, WHICH INCLUDE THE CONFLICT OF INTEREST POLICY, ARE POSTED ON THE WEBSITE. IN ACCORDANCE WITH INDIANA OPEN DOOR LAW, ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 ARE MADE AVAILABLE UPON REQUEST. A COPY OF THE AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE ALSO POSTED ON THE WEBSITE AND MADE AVAILABLE UPON REASONABLE DEMAND. PACE VENTURES HOLDING INC 525 N 4TH ST VINCENNES IN 47591 208146539 HOLDING CO IN PACE CAA INC C 44850 59495 1.00000 0 PACE DEVELOPMENT CORP 525 N 4TH ST VINCENNES IN 47591 273447277 HOUSING DEVELOP IN PACE CAA INC C 249626 2582735 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 PACE VENTURES HOLDING INC P 171 FMV PACE VENTURES HOLDING INC Q 38576 FMV