2024-05-08T16:14:58-07:00 2023-06-30 990 2022-07-01 275067787 THE WASHTENAW PACE INC WASH 7345725777 2940 ELLSWORTH ROAD YPSILANTI MI 48197 Kalen Carlson Treasurer 6162021591 2024-05-08 Kalen Carlson 999009999 1 0 11 1 AAL2 X 2022 2023-04-26 12:10:37Z HURON VALLEY PACE LUKE REYNOLDS 2940 ELLSWORTH ROAD YPSILANTI MI 48197 28795478 0 X WWW.HURONVALLEYPACE.ORG X 2011 MI TO PROMOTE THE WELLNESS, DIGNITY AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY, INNOVATIVE HEALTH CARE AND SUPPORT SERVICES, PRIMARILY TO LOW INCOME INDIVIDUALS. 4 0 138 29 0 0 48000 124844 12333274 28651298 576 19336 0 0 12381850 28795478 0 0 0 0 2817571 6605289 0 0 0 8034774 18681373 10852345 25286662 1529505 3508816 14741908 18217269 7793546 8779928 6948362 9437341 TO PROMOTE THE WELLNESS, DIGNITY AND INDEPENDENCE OF OLDER ADULTS BY PROVIDING HIGH-QUALITY, INNOVATIVE HEALTH CARE AND SUPPORT SERVICES, PRIMARILY TO LOW INCOME INDIVIDUALS. 0 0 22237786 28651298 THE WASHTENAW PACE IS A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE), AN INNOVATIVE MODEL OF LONG -TERM CARE THAT OFFERS DISABLED AND FRAIL OLDER ADULTS THE OPTION OF REMAINING AT HOME WITH DIGNITY AND INDEPENDENCE. THE FOCAL POINT OF THE WASHTENAW PACE IS THE DAY CENTER, WHERE PARTICIPANTS SOCIALIZE AND RECEIVED MANY OF THE SERVICES OFFERED BY THE WASHTENAW PACE. THE MAJOR SERVICES INCLUDE: PRIMARY MEDICAL CARE AND NURSING CARE, ALL MEDICATIONS, REHABILITATIVE THERAPIES, NUTRITION SERVICES, THERAPEUTIC RECREATION, AND MUCH MORE. ADDITIONALLY, THE WASHTENAW PACE OFFERS IN-HOME SERVICES INCLUDING NURSING, PERSONAL CARE, MEAL PREPARATION, LIGHT HOUSEKEEPING, HOME DELIVERED MEALS, AND CAREGIVER RESPITE. THE WASHTENAW PACE ALSO COVERS ALL MEDICAL SPECIALISTS, LABORATORY AND X-RAY TESTS, AND HOSPITALIZATION WHEN NECESSARY. IN ADDTION, TRANSPORTATION IS PROVIDED TO THE DAY CENTER AND TO MEDICAL APPOINTMENTS AS NEEDED. PARTICIPANTS ARE ASSESSED AS NEEDING NURSING HOME LEVEL CARE, BUT ARE ABLE TO LIVE SAFELY IN THE COMMUNITY WITH PACE SERVICES. 0 0 0 22237786 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 97 0 1 138 1 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X JACLYN DUKES 7345725777 2940 ELLSWORTH ROAD YPSILANTI MI 48197 MICHELLE HENDERSON SECRETARY 2 40.00 X X 0 320539 13527 KIM HOPPE TREASURER 2 40 X X 0 295134 16056 LUKE REYNOLDS CHAIR 2 40 X X 0 249356 27575 SONJA LOVE FELTON EXECUTIVE DIRECTOR 40.00 0.00 X 196100 0 6134 MELISSA LATTER DIRECTOR 2 40 X 0 174020 13443 DENISE MCGOWAN-SMITH THERAPY CLINICAL MANAGER 40 0.00 X 124844 0 19612 ROSALYN OTTING CLINIC PHARMACIST 24.00 16.00 X 128390 0 4224 JULIE GARRETT NURSE PRACTITIONER 40.00 0.00 X 120889 0 8700 LAURA FITZGERALD NURSE PRACTITIONER 40 0 X 118797 0 8729 FELICIA GEARHART QUALITY DIRECTOR 40 0 X 102349 0 9996 791369 1039049 127996 7 0 1 0 TRHC 228 STRAWBRIDGE DRIVE MOORESTOWN NJ 08057 PHARMACY, CONSULTING, AND PROF 3085628 HURON VALLEY AMBULANCE INC PO BOX 2351 DEPT 200 INDIANAPOLIS IN 46206 TRANSPORTATION 1532285 ST JOSEPH MERCY HOSPITAL PO BOX 776499 CHICAGO IL 60677 MEDICAL SERVICES 1423571 REGENTS OF UNIV OF MI PO BOX 223064 PITTSBURGH PA 15251 MEDICAL SERVICES 1349889 VIBRANT LIFE OF SUPERIOR 5720 WILLIAMS LAKE ROAD WATERFORD MI 48329 HOUSING AND CARE SERVICES 698039 27 0 0 0 124844 0 0 0 124844 PROGRAM SERVICE FEES 624100 28651298 28651298 0 0 0 0 0 0 28651298 19336 0 0 19336 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28795478 28651298 0 19336 X 202235 202235 5307601 4715993 591608 99461 86632 12829 585207 501953 83254 410785 354598 56187 1096057 1096057 10154 10154 33525 33525 8749 8749 12519786 12040708 479078 43494 40765 2729 292942 273941 19001 108148 105867 2281 186107 155950 30157 198088 198088 538214 502921 35293 59531 59531 PART D PROGRAM 2475047 2445106 29941 0 PATIENT SERVICES 248555 248555 0 DUES AND SUBSCRIPTIONS 44316 0 44316 SUPPLIES 657490 657490 0 161170 107307 53863 25286662 22237786 3048876 0 5482227 9313982 353577 368022 63848 110815 11210969 2959089 8682056 8251880 160200 172570 14741908 18217269 3369361 3356676 1227037 4344062 4139786 80123 56429 7793546 8779928 X 6865784 9316521 82578 120820 6948362 9437341 14741908 18217269 X 3508816 0 0 0 0 -1019837 X 0 1 X 1 0 X 54278 270336 37524 173700 172844 708682 14474992 15692915 18484393 22770556 40984572 112407428 14529270 15963251 18521917 22944256 41157416 113116110 113116110 5714 5688 3530 19912 34844 5714 5688 0 3530 19912 34844 14534984 15968939 18521917 22947786 41177328 113150954 0.99969 0.9998 0.00031 0.0002 X Schedule A, Part III, Line 1 THE WASHTENAW PACE CHANGED THEIR FISCAL YEAR-END ON 12/31/2021 FROM A CALANDER YEAR-END TO A JUNE 30TH YEAR-END. THE ORGANIZATION FILED A SHORT YEAR-END FILING FOR 01/01/2022-06/30/2022. THIS IS THE FIRST FULL YEAR TAX RETURN WITH THE NEW YEAR. THE COLUMNS IN SCHEDULE A PART III CORRESPOND TO THE FOLLWING TAX YEARS: 2018=YEAR-END 12/31/2018 2019=YEAR-END 12/31/2019 2020=YEAR-END 12/31/2020 2021=YEAR-END 12/31/2021 2022=YEAR-END 06/30/2022 SHORT YEAR PLUS YEAR-END 6/30/2023 FULL YEAR RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8749 8749 0 Schedule C, Part II-B, Line 1 HURON VALLEY PACE PAYS DUES TO THE NATIONAL AND STATE ASSOCIATION OF PACE. AS PART OF THE DUES, THESE ORGANIZATIONS LOBBY ON BEHALF OF PACE ORGANIZATIONS. 0 265248 265248 0 9173488 1960673 7212815 0 0 0 0 0 1772233 998416 773817 0 0 0 0 8251880 Financing Lease 56429 56429 27670478 0 0 0 -1125000 -1125000 28795478 0 0 0 28795478 25286662 0 0 0 0 0 25286662 0 0 0 25286662 Schedule D, Part XI, Line 2d TRANSFER TO AFFILIATE -1,125,000. X X X X 0 0 0 0 0 0 0 1 0 MICHELLE HENDERSON SECRETARY 0 320539 0 0 0 0 0 6665 0 6863 0 334067 0 0 KIM HOPPE TREASURER 0 287634 0 7500 0 0 0 6383 0 9673 0 311190 0 LUKE REYNOLDS CHAIR 0 241356 0 8000 0 0 0 11444 0 16131 0 276931 0 0 SONJA LOVE FELTON EXECUTIVE DIRECTOR 186838 0 9162 0 100 0 4863 0 1272 0 202235 0 0 0 MELISSA LATTER DIRECTOR 0 160270 0 13750 0 0 0 2100 0 11343 0 187463 0 0 Schedule J, Part I, Line 7 PART OF THE COMPENSATION IS VARIABLE AND AT THE DISCRETION OF THE BOARD OF DIRECTORS. A Michigan Strategic Fund 521417332 000000000 2018-07-17 5500000 CONSTRUCTION OF FACILITY EXPANSION 0 0 0 A 1360214 0 4820549 22839 0 257023 0 4538431 0 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 1 0 0 0 0 A 0 Form 990, Part VI, Section A, Line 6 UNITED METHODIST RETIREMENT COMMUNITIES IS THE SOLE CORPORATE MEMBER. Form 990, Part VI, Section A, Line 7a THE BOARD OF DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF THE MEMBERS. EACH MEMBER MAY APPOINT 1 DIRECTOR FOR EVERY FULL 20% MEMBERSHIP INTEREST HELD BY SUCH MEMBER. Form 990, Part VI, Section B, Line 11b DRAFT OF 990 IS REVIEWED BY THE DIRECTOR OF FINANCE OF THE ORGANIZATION AND BOARD TREASURER/CFO. FINALIZED RETURN REDACTED TO EXCLUDED PAYROLL DATA IS SENT TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION AND THE BOARD OF DIRECTORS FOR COMMENT PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. Form 990, Part VI, Section B, Line 12c THE CONFLICT OF INTEREST POLICY COVERS THE HURON VALLEY PACE (HVP) BOARD OF DIRECTORS, EXECUTIVE DIRECTOR, AND KEY STAFF. THE POLICY IS DISTRIBUTED ANNUALLY TO THESE INDIVIDUALS. AT THAT TIME EACH INDIVIDUAL IS GIVEN THE OPPORTUNITY TO DISCLOSE REAL OR POTENTIAL CONFLICTS OF INTEREST, WHICH ARE KEPT CONFIDENTIAL. ANY TRANSACTION BETWEEN HVP AND AN ENTITY AFFECTED BY A CONFLICT OF INTEREST OF ANY HVP EMPLOYEE OR DIRECTOR SHALL NOT BE VOID BUT SHALL BE VALID IF 1) THE TRANSACTION IS REASONABLE; 2) THE MATERIAL FACTS OF THE CONFLICT ARE DISCLOSED TO THE BOARD OF DIRECTORS; 3) THE TRANSACTION IS DISCUSSED AND VOTED UPON BY THE BOARD OF DIRECTORS OUTSIDE THE PRESENCE OF THE AFFECTED INDIVIDUAL; 4) THE TRANSACTION IS APPROVED AND 5) THE MINUTES OF THE BOARD REFLECT COMPLIANCE WITH THE POLICY. INDIVIDUALS WITH A CONFLICT ARE NOT PERMITTED TO BE PRESENT DURING DISCUSSIONS OR ANY VOTE REGARDING THE CONFLICTED TRANSACTION. Form 990, Part VI, Section B, Line 15 THE HUMAN RESOURCES DEPARTMENT OF A RELATED TAX EXEMPT ORGANIZATION, BRIO LIVING SERVICES ("BRIO") PREPARED A COMPARATIVE ANALYSIS UTILIZING DATA OBTAINED FROM PACE ORGANIZATIONS IN THE STATE OF MICHIGAN. IN ADDITION, THE ORGANIZATION UTILIZES THE NATIONAL PACE ASSOCIATION COMPENSATION SURVEY. ALL FINDINGS ARE REVIEWED BY THE BOARD OF DIRECTORS, ALONG WITH AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND GOALS FOR THE COMING YEAR. THE BOARD OF DIRECTORS THEN SETS THE COMPENSATION. DELIBERATION AND DETERMINATION OF COMPENSATION IS DOCUMENTED IN THE ORGANIZATION'S BOARD MINUTES. CERTAIN BOARD MEMBERS ARE PAID BY RELATED TAX EXEMPT ORGANIZATION, BRIO. ANNUALLY, BRIO'S HUMAN RESOURCES DEPARTMENT PREPARES A COMPARATIVE ANALYSIS UTILIZING DATA FROM LEADING AGE AND CHIEF EXECUTIVES OF MULTI-FACILITY ORGANIZATIONS (CEMO). IN ADDITION, EVERY THREE YEARS THE ORGANIZATION HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY (THIS WAS COMPLETED IN 2020). ALL FINDINGS ARE PRESENTED TO THE TEAM MEMBER PRACTICES COMMITTEE. BOARD MEMBER RECEIVES A PERFORMANCE EVALUATION AND ASSESSMENT OF ACHIEVEMENT OF GOALS AND IS THEN PROVIDED AN INCREASE WHICH IS BUDGETED AND APPROVED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 69,233, MANAGEMENT AND GENERAL EXPENSES 334,894, FUNDRAISING EXPENSE 0, TOTAL EXPENSES: 404,127. PURCHASED SERVICES AND CONTRACT LABOR: PROGRAM SERVICE EXPENSES 11,971,475, MANAGEMENT AND GENERAL EXPENSES 144,184, FUNDRAISING EXPENSES 0, TOTAL EXPENSES: 12,115,659. TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G COL A 12,519,786 Form 990, Part XI, Line 9 TRANSFER TO AFFILIATE -1,125,000 PLUS RESTRICTED CONTRIBUTIONS 105,163 United Methodist Retirement Communities Inc 805 W Middle Street Chelsea MI 49546 381366908 Retirement Community MI 501(C)(3) Line 10 N/A 0 Porter Hills Home Health West 3600 E Fulton Grand Rapids MI 49546 383384372 Certified Home Care MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Porter Hills at Home 3600 E Fulton Grand Rapids MI 49546 453469541 Home Care MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Life Circles 560 Seminole Rd Muskegon MI 49444 260170498 PACE Program MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Meadowlark Retirement Community 3600 E Fulton Grand Rapids MI 49546 383373281 Retirement Community MI 501(C)(3) Line 10 Porter Hills Presbyterian Village 1 Baileys Grove Retirement Community 5252 Baileys Center Drive Kentwood MI 49512 383643825 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 River Grove Retirement Community 5761 Jupiter Ave Belmont MI 49306 383519530 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Sparta Retirement Community (dba Harvest Way Retirement Community) 100 Ida Red Sparta MI 49349 383445251 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Senora Woods Retirement Community (dba Oak Ridge Retirement Community) 3781 Giddings Grand Rapids MI 49508 383382610 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Walker Meadows Retirement Community 1101 Wilson Ave Walker MI 49534 383383760 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 Station Creek Retirement Community 10010 Crossroad Court Calendonia MI 49316 200771871 Retirement Community MI 501(C)(3) Line 7 Porter Hills Presbyterian Village 1 UMRCPH Inc 805 W Middle Street Chelsea MI 49546 383358620 Corporate Office MI 501(C)(3) Line 12a, I N/A 1 UMRCPH Foundation 805 W Middle Street Chelsea MI 49546 383443089 Supporting Organization with Public Charity MI 501(C)(3) Line 12a, I United Methodist Retirement Communities 1 The Washtenaw PACE Inc 2940 Ellesworth Rd Ypsilanti MI 48197 275067787 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 The Cascade PACE Inc 2282 Springport Rd Jackson MI 49202 465362872 PACE Program MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 Porter Hills Presbyterian Village Inc 3600 E Fulton Grand Rapids MI 49546 386141735 Retirement Community MI 501(C)(3) Line 10 United Methodist Retirement Communities 1 UMRC DETROIT AAL INC 805 W MIDDLE ST CHELSEA MI 48118 274331985 GENERAL PARTNER MI N/A C 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 0