2025-05-12T11:14:36-07:00 2024-06-30 990 2023-07-01 465362872 THE CASCADE PACE INC CASC 5177689791 2282 SPRINGPORT ROAD JACKSON MI 49202 Kalen Carlson Treasurer/CFO 6162021591 2025-05-12 1 2023 2025-03-06 01:10:19Z THOME PACE LUKE REYNOLDS 805 W MIDDLE STREET CHELSEA MI 48118 23423511 0 X WWW.THOMEPACE.ORG X 2014 MI TO PROVIDE PARTICIPANTS THE CARE AND TREATMENT THEY NEED TO REMAIN INDEPENDENT AND IN THEIR HOME IN THE COMMUNITY FOR AS LONG AS POSSIBLE. MOST PARTICIPANTS ARE LOW-INCOME. 5 1 121 0 3718 0 0 28069 22065063 23343994 1545 2221 205782 30877 22272390 23405161 0 0 0 0 5762168 6416892 0 0 0 14145762 14945829 19907930 21362721 2364460 2042440 9555959 9769552 5946187 4117340 3609772 5652212 TO PROVIDE PARTICIPANTS THE CARE AND TREATMENT THEY NEED TO REMAIN INDEPENDENT AND IN THEIR HOME IN THE COMMUNITY FOR AS LONG AS POSSIBLE. MOST PARTICIPANTS ARE LOW-INCOME. 0 0 18619315 23367661 TO PROVIDE PARTICIPANTS THE CARE AND TREATMENT THEY NEED TO REMAIN INDEPENDENT AND IN THEIR HOME IN THE COMMUNITY FOR AS LONG AS POSSIBLE. MOST PARTICIPANTS ARE LOW-INCOME. 0 0 0 18619315 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 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 74 0 1 121 1 1 1 0 0 0 0 0 0 0 X 5 1 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MI X JACLYN DUKES 7348790325 2940 ELLSWORTH ROAD YPSILANTI MI 48197 MICHELLE HENDERSON DIRECTOR 2.00 40.00 X 0 342226 19903 KIM HOPPE TREASURER - Part Year 2.00 40.00 X X 0 300294 13709 LUKE REYNOLDS CHAIR 2 40.00 X X 0 246350 26617 MICHAEL FOUST MEDICAL DIRECTOR 40 0 X 239949 0 11790 ARAM KOLTOOKIAN PRIMARY CARE PHYSICIAN 40 0 X 234800 0 6898 KALEN CARLSON TREASURER - Start Jan 2024 2 40 X X 0 177215 14662 MELISSA LATTER DIRECTOR 2 40 X 0 164590 9734 LISA BARANCIN PHYSICIAN ASSISTANT 40 0 X 135339 0 10982 ROBYN ABBEY-HARDESTY EXECUTIVE DIRECTOR - START JAN 2024 40 0 X 137009 0 787 CYNTHIA MERCIER PHYSICAL THERAPIST 40 0 X 124417 0 13123 SUSAN DECKER EXECUTIVE DIRECTOR - PART YEAR 40 0 X 106411 0 569 JULIE WETHERBY SECRETARY 2 40 X X 0 0 0 977925 1230675 128774 6 0 1 0 HENRY FORD HOSPITAL - JACKSON PO BOX 670884 DETROIT MI 48267 MEDICAL SERVICES 3017247 TRHC TPA LLC 228 STRAWBRIDGE DRIVE MOORESTOWN NJ 08057 PHARMACY 2911167 JACKSON COMMUNITY AMBULANCE INC PO BOX 2351 DEPT 300 INDIANAPOLIS IN 46206 TRANSPORTATION SERVICES 1706648 MISSION POINT OF JACKSON ALF 703 ROBINSON ROAD JACKSON MI 49203 HOUSING AND CARE SERVICES 359800 COUNTRY LIVING OF HILLSDALE LLC 101 VILLAGE GREEN BLVD HILLSDALE MI 49242 HOUSING AND CARE SERVICES 333026 17 0 0 0 0 24784 3285 0 28069 NET SERVICE REVENUE 620000 23343994 23343994 0 0 0 0 0 0 23343994 2221 0 0 2221 0 0 0 0 0 0 0 0 25560 0 18350 0 7210 0 7210 0 3718 3492 0 0 0 INSURANCE CLAIMS 620000 17000 17000 0 0 STIPENDS 620000 5310 5310 0 0 1357 1357 0 0 23667 23405161 23367661 3718 5713 X 243331 0 243331 0 0 4980029 4269876 710153 0 112190 89390 22800 0 710731 580749 129982 0 370611 307174 63437 0 915611 0 915611 0 72253 0 72253 0 26500 0 26500 0 7065 6429 636 9145606 8855693 289913 0 28401 25722 2679 0 180975 163902 17073 0 88689 83680 5009 0 215818 203178 12640 0 78076 70710 7366 0 293990 266255 27735 0 176396 0 176396 0 PHARMACY 2704185 2704185 0 0 SUPPLIES 631485 626574 4911 0 PATIENT SERVICES 333921 330361 3560 0 DUES AND SUBSCRIPTIONS 37233 33843 3390 0 9625 1594 8031 0 21362721 18619315 2743406 0 4864789 4590758 34010 634366 60499 19152 6528978 2003702 4596661 4525276 9555959 9769552 2530607 2326867 954405 0 2181675 1790473 279500 5946187 4117340 X 3609772 5652212 0 0 3609772 5652212 9555959 9769552 2042440 0 0 0 0 0 X 0 1 X 1 0 X 1278685 100 25934 28069 1332788 12260776 17294148 19730145 32626425 23367661 105279155 12260776 18572833 19730245 32652359 23395730 106611943 106611943 51500 52200 43319 64296 9431 220746 51500 52200 43319 64296 9431 220746 12312276 18625033 19773564 32716655 23405161 106832689 0.99793 0.99771 0.00207 0.00229 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 7065 7065 0 Schedule C, Part II-B, Line 1 THOME 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 203150 203150 0 5293733 1386873 3906860 0 0 0 0 0 1032095 616829 415266 0 0 0 0 4525276 23423511 0 0 0 0 0 23423511 0 -18350 -18350 23405161 21381071 0 0 0 18350 18350 21362721 0 0 0 21362721 Schedule D, Part XI, Line 4b RENTAL EXPENSES -18,350 Schedule D, Part XII, Line 2d RENTAL EXPENSES 18,350 X X X X 0 0 0 0 0 0 0 1 0 KIM HOPPE TREASURER - Part Year 0 281439 0 18855 0 0 0 12012 0 1697 0 314003 0 0 MICHELLE HENDERSON DIRECTOR 0 309000 0 33226 0 0 0 13200 0 6703 0 362129 0 0 LUKE REYNOLDS CHAIR 0 235226 0 11124 0 0 0 9854 0 16763 0 272967 0 0 MICHAEL FOUST MEDICAL DIRECTOR 239949 0 0 0 0 0 0 0 11790 0 251739 0 0 0 ARAM KOLTOOKIAN PRIMARY CARE PHYSICIAN 221401 0 250 0 13149 0 0 0 6898 0 241698 0 0 0 KALEN CARLSON TREASURER - Start Jan 2024 0 173215 0 4000 0 7089 0 0 0 7573 0 191877 0 0 MELISSA LATTER DIRECTOR 0 157590 0 7000 0 0 0 3900 0 5834 0 174324 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 2014-12-15 4000000 CONSTRUCTION OF PACE FACILITY 0 0 0 A 2209527 0 4000000 0 0 154060 0 3377763 468177 2015 0 0 1 0 A 0 0 0 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 1 A 1 Schedule K, Part IV, Line 2c-12/15/2014 4,000,000 MICHIGAN STRATEGIC FUND (A) ISSUER NAME: MICHIGAN STRATEGIC FUND DATE THE REBATE COMPUTATION WAS PERFORMED: 01/05/2017 Form 990, Part VI, Section A, Line 6 UNITED METHODIST RETIREMENT COMMUNITIES AND REGION 2 AREA AGENCY ON AGING ARE THE CORPORATE MEMBERS OF THE CASCADE PACE INC. 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. FINALIZED RETURN REDACTED TO EXCLUDE 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 CASCADE PACE BOARD OF TRUSTEES, EXECUTIVE DIRECTOR, AND ADMINISTRATIVE 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 CASCADE PACE AND AN ENTITY AFFECTED BY A CONFLICT OF INTEREST OF ANY CASCADE PACE EMPLOYEE OR TRUSTEE 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 TRUSTEES 3) THE TRANSACTION IS DISCUSSED AND VOTED UPON BY THE BOARD 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 ANNUALLY, BRIO LIVING SERVICES' ("BRIO") 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 BRIO HIRES AN INDEPENDENT CONSULTANT TO PERFORM A COMPENSATION STUDY. ALL FINDINGS ARE PRESENTED TO THE COMPENSATION EVALUATION COMMITTEE OF THE BOARD OF TRUSTEES, ALONG WITH AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AND GOALS FOR THE COMING YEAR. THE EVALUATION COMMITTEE RECOMMENDS A SALARY INCREASE TO THE CASCADE PACE BOARD OF DIRECTORS FOR APPROVAL. THE 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 MEMBERS 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 PURCHASED SERVICES AND CONTRACT LABOR: PROGRAM SERVICE EXPENSES: 8,855,693. MANAGEMENT AND GENERAL EXPENSES 289,913. FUNDRAISING EXPENSE 0. TOTAL EXPENSES 9,145,606. TOTAL OTHER FEES ON FORM 990, PART IX, LINE 11G, COLA 9,145,606. 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 STREET CHELSEA MI 48118 274331985 GEN PARTNER MI N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0