2026-05-12T14:20:42-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 300297335 PACE ORGANIZATION OF RHODE ISLAND PACE 4014341400 10 TRIPPS LANE RIVERSIDE RI 02915 CORISSA BERNIER CHIEF FINANCIAL OFFICER 4014341400 2026-05-11 1 1 KATARZYNA O PADZIK P02268641 7819821001 2026-05-11 2024 2025-03-06 01:10:19Z CORISSA BERNIER 10 TRIPPS LANE RIVERSIDE RI 02915 54700203 0 X WWW.PACE-RI.ORG X 2004 RI TO PROVIDE HEALTH AND SOCIAL SERVICES TO ENABLE FRAIL ELDERS TO REMAIN IN THE COMMUNITY. 19 19 226 21 0 0 1889688 337212 40816150 53287828 124882 115119 582347 960044 43413067 54700203 0 0 0 0 14404699 14824540 0 0 0 32001455 38941032 46406154 53765572 -2993087 934631 17785610 19251709 15057887 15589355 2727723 3662354 TO RESPECT ALL OLDER ADULTS BY HEARING THEIR VOICE, HEALING THEIR HEARTS, BUILDING COMMUNITY, AND DELIVERING EXCEPTIONAL AND EQUITABLE HEALTHCARE. 0 0 48457772 0 53344828 THE ORGANIZATION IS A PROGRAM OF ALL INCLUSIVE CARE FOR THE ELDERLY (PACE). THE PACE MODEL PROVIDES COMPREHENSIVE HEALTH AND SOCIAL SERVICES FOR ITS PARTICIPANTS. PACE'S GOAL IS TO MAXIMIZE THE HEALTH AND FUNCTIONING LEVELS OF PROGRAM ENROLLEES TO ENABLE THEM TO CONTINUE LIVING IN THE COMMUNITY, CONNECTED TO FAMILY AND FRIENDS. TO ACCOMPLISH THIS, THE PROGRAM PROVIDES A COMPREHENSIVE RANGE OF PREVENTATIVE, PRIMARY, ACUTE AND LONG-TERM CARE SERVICES; USES AN INTEGRATED INTERDISCIPLINARY TEAM TO MANAGE CARE; DEVELOPS APPROPRIATE COMMUNITY-BASED ALTERNATIVES TO PROVIDING CARE IN INSTITUTIONAL SETTINGS AND CONSOLIDATES CAPITATED FUNDING FROM MEDICARE AND MEDICAID. THE ORGANIZATION ALSO PROVIDES DAYTIME CARE FOR NON-PACE ENROLLED ADULTS WHO ARE FUNCTIONALLY, EMOTIONALLY AND OR COGNITIVELY IMPAIRED. 48457772 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 0 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 1 1 0 0 1 248 0 1 226 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CORISSA BERNIER CFO 4016544074 10 TRIPPS LANE RIVERSIDE RI 02915 JOAN L KWIATKOWSKI CHIEF EXECUTIVE OFFICER 39.00 1.00 X 309690 0 39396 NICHOLAS NIKOLOPOULOS CHIEF MEDICAL OFFICER 40.00 X 273671 0 0 GEORGE HARDY PHYSICIAN 40.00 X 243496 0 3200 MICHELLE LUPOLI CHIEF CLINICAL SERVICES 40.00 X 180240 0 18277 CRAIG MCANAUGH CHIEF FINANCIAL OFFICER (UNTIL 8/24) 39.00 1.00 X 118640 0 12781 DONNA MARIE KABA NURSE PRACTITIONER 40.00 X 131002 0 30500 ELIZABETH S BOUCHER CHIEF ORGANIZATIONAL PERFO 40.00 X 138088 0 19233 JULIE A L'EUROPA NURSE PRACTITIONER 40.00 X 130637 0 7321 THOMAS BOUCHER CHIEF EXTERNAL AFFAIRS 40.00 X 132688 0 17907 CURTIS DYER PHARMACIST 40.00 X 121915 0 25765 CORISSA BERNIER CHIEF FINANCIAL OFFICER (AS OF 9/24) 39.00 1.00 X 35713 0 1461 DANIELLE KOPF CHAIR 2.00 1.00 X X 0 0 0 WHITNEY MILLS VICE-CHAIR (AS OF 5/25) 2.00 1.00 X X 0 0 0 DALISSA KELLY VICE-CHAIR (UNTIL 5/25), MEMBER 2.00 1.00 X X 0 0 0 KIM DENNY TREASURER 2.00 1.00 X X 0 0 0 DAVID DEJESUS SECRETARY (UNTIL 5/25) 2.00 1.00 X X 0 0 0 MARIE GANIM BOARD MEMBER 2.00 1.00 X 0 0 0 MEGAN HERNE BOARD MEMBER 2.00 1.00 X 0 0 0 EDWARD D'AREZZO BOARD MEMBER 2.00 1.00 X 0 0 0 MARIANNE RAIMONDO BOARD MEMBER 2.00 1.00 X 0 0 0 CARLOS GALLIANO BOARD MEMBER 2.00 1.00 X 0 0 0 ELLEN MCGOUGH BOARD MEMBER 2.00 1.00 X 0 0 0 YASIN ABUL BOARD MEMBER 2.00 1.00 X 0 0 0 ELLEN MCCREEDY BOARD MEMBER 2.00 1.00 X 0 0 0 JAYNE PAWASAUSKAS BOARD MEMBER 2.00 1.00 X 0 0 0 GAIL PATRY BOARD MEMBER 2.00 1.00 X 0 0 0 ERIC JUTKOWITZ BOARD MEMBER 2.00 1.00 X 0 0 0 MITCHELL WICE BOARD MEMBER 2.00 1.00 X 0 0 0 KELLY BAXTER BOARD MEMBER 2.00 1.00 X 0 0 0 JAMES NYBERG BOARD MEMBER 2.00 1.00 X 0 0 0 PAARI GOPALAKRISHNAN BOARD MEMBER 2.00 1.00 X 0 0 0 JEFFREY MEYER BOARD MEMBER (UNTIL 4/25) 2.00 1.00 X 0 0 0 1815780 0 175841 19 0 1 0 TABULA RASA HEALTHCARE GROUP INC 228 STRAWBERRY DR MOORESTOWN NJ 08057 PHARMACY/EHR SERVICES 5656242 DENTAL SOLUTIONS 700 SCHOOL ST PAWTUCKET RI 02860 DENTAL SERVICES 233591 CORDEIRO'S CONSTRUCTION INC 3 LIBERTY LANE BRISTOL RI 02809 CONSTRUCTION SERVICES 211877 RELIANCE COMMUNITY CARE PARTNERS 2100 RAYBROOK ST SE STE 203 GRAND RAPIDS MI 49546 THIRD-PARTY CLAIMS PROCESSING SERVICES 204605 MAS MEDICAL STAFFING INC PO BOX 4473 HOUSTON TX 772104473 RN/CNA STAFFING SERVICES 190929 8 337212 337212 PATIENT SERVICE REVENUE 623990 53287828 53287828 53287828 115119 115119 200935 0 200935 200935 200935 REBATE REVENUE 623990 680373 680373 SUBCONTRACTED EMPLOYEE REVENUE 623990 57000 57000 OTHER REVENUE 623990 21736 21736 759109 54700203 53344828 0 1018163 X 1109699 1109699 10947185 8918092 2029093 200342 168303 32039 1603536 1285341 318195 963778 723585 240193 48342 48342 61384 61384 2597 2597 33691214 33641373 49841 143999 143999 308869 308869 884758 646585 238173 914089 745294 168795 30520 30520 27562 27562 208595 154953 53642 977191 820989 156202 601094 469186 131908 MEDICAL SUPPLIES 615967 615967 CREDIT LOSSES EXPENSE 268104 268104 DUES AND SUBSCRIPTIONS 68252 68252 HELP WANTED ADVERTISING 42918 42918 45577 45577 53765572 48457772 5307800 0 71098 77691 1231112 2774352 1518562 1427288 1910676 2459827 523630 469705 16526080 4873754 12171102 11652326 70000 0 289430 390520 17785610 19251709 5547618 6369699 1901184 2810513 51396 56582 6647070 6345676 910619 6885 15057887 15589355 X 2425772 3618761 301951 43593 2727723 3662354 17785610 19251709 934631 0 X 0 1 X 1 0 X 1039393 177389 529716 1889688 337212 3973398 32933192 33743058 39050568 40816150 53287828 199830796 33972585 33920447 39580284 42705838 53625040 203804194 189769 189769 0 189769 189769 203614425 5943 143419 124882 316054 590298 5943 143419 124882 316054 590298 582347 759109 1341456 33978528 33920447 39723703 43413067 54700203 205735948 0.98970 0.99850 0.00290 0.00150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: REBATE REVENUE - 2023 AMOUNT: $ 505,522. 2024 AMOUNT: $ 680,373. SUBCONTRACTED EMPLOYEE REVENUE - 2024 AMOUNT: $ 57,000. MISCELLANEOUS REVENUE - 2023 AMOUNT: $ 76,825. 2024 AMOUNT: $ 21,736. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 2597 0 0 2597 0 PART II-B, LINE 1: TO PROMOTE LEGISLATION TO CAP HOW MUCH PACE-RI MUST PAY HOSPITALS AT THE MEDICARE RATE (H,7803 AND S.2333). 0 1 X 1941860 1941860 10656271 1812844 8843427 691339 651835 39504 2355434 1764879 590555 881176 644196 236980 11652326 SECURITY DEPOSIT 6885 6885 X PART IV, LINE 2B: THE ORGANIZATION PARTICIPATES IN THE SOCIAL SECURITY'S REPRESENTATIVE PAYEE PROGRAM ON BEHALF OF A NUMBER OF PARTICIPANTS WHO ARE UNABLE TO MANAGE THEIR BENEFITS. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"). AS A NOT-FOR-PROFIT ENTITY, THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") 740, INCOME TAXES, THE ORGANIZATION APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE. X 0 0 0 0 0 0 0 0 0 JOAN L KWIATKOWSKI CHIEF EXECUTIVE OFFICER 309690 0 0 0 0 0 26000 0 13396 0 349086 0 0 0 NICHOLAS NIKOLOPOULOS CHIEF MEDICAL OFFICER 273671 0 0 0 0 0 0 0 0 0 273671 0 0 0 GEORGE HARDY PHYSICIAN 243496 0 0 0 0 0 0 0 3200 0 246696 0 0 0 MICHELLE LUPOLI CHIEF CLINICAL SERVICES 180240 0 0 0 0 0 12617 0 5660 0 198517 0 0 0 DONNA MARIE KABA NURSE PRACTITIONER 131002 0 0 0 0 0 30500 0 0 0 161502 0 0 0 ELIZABETH S BOUCHER CHIEF ORGANIZATIONAL PERFO 138088 0 0 0 0 0 13268 0 5965 0 157321 0 0 0 THOMAS BOUCHER CHIEF EXTERNAL AFFAIRS 132688 0 0 0 0 0 8982 0 8925 0 150595 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A AUTHORITY IS GRANTED TO AN EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD OF DIRECTORS. FULL AUTHORITY OF THE BOARD MAY BE EXERCISED BY THE EXECUTIVE COMMITTEE AND DECISIONS MADE BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE FULL BOARD. A VOTE FROM THE FULL BOARD MAY BE NEEDED ON ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS EFFECTIVE MARCH 25, 2025. SIGNIFICANT CHANGES TO THE BYLAWS INCLUDE THE FOLLOWING CHANGES: -THE MAXIMUM NUMBER OF TRUSTEES HAS BEEN INCREASED FROM 17 TO 23. THE TERM OF ALL ELECTED OFFICERS EXCEPT THE CHIEF EXECUTIVE OFFICER HAS BEEN REDUCED TO ONE YEAR (FROM THREE YEARS PREVIOUSLY). AN OFFICER OTHER THAN THE CHIEF EXECUTIVE OFFICER MAY BE REELECTED A MAXIMUM OF THREE TERMS. -THE DUTIES OF THE ORGANIZATION'S SECRETARY AND TREASURER HAVE BEEN MORE CLEARLY DEFINED. -A PROVISION HAS BEEN ADDED THAT THE AFFIRMATIVE VOTE IS REQUIRED OF AT LEAST 60% (PREVIOUSLY A MAJORITY WAS REQUIRED) OF THE ENTIRE NUMBER OF TRUSTEES ELIGIBLE TO VOTE, FOR MAJOR DECISIONS INCLUDING: REMOVING A TRUSTEE OR OFFICER ELECTED BY THE BOARD, WITH OR WITHOUT CAUSE; AMENDING THE CORPORATION'S BYLAWS; APPROVING THE ESTABLISHMENT BY THE CORPORATION OF A NEW OR ADDITIONAL SUBSIDIARY ORGANIZATION; APPROVING THE CORPORATION'S PARTICIPATION IN A JOINT VENTURE, NETWORK, ASSOCIATION, SYSTEM, OR ALLIANCE OF HEALTH CARE PROVIDERS; THE MERGER, CONSOLIDATION, SALE OF ALL OR SUBSTANTIALLY ALL THE ASSETS, OR DISSOLUTION OF THE CORPORATION; OR ANY OTHER CHANGE IN CONTROL OF THE CORPORATION. -THE CONFLICT OF INTEREST POLICY AND PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST HAVE BEEN MORE CLEARLY DEFINED, AND A REQUIREMENT FOR TRUSTEES AND OFFICERS TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT HAS BEEN ADDED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE COMMITTEE. ONCE THE FINANCE COMMITTEE MEMBERS REVIEW THE FORM 990, A MOTION FOR ACCEPTANCE IS PRESENTED AT THE BOARD OF DIRECTORS MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATIONS CONFLICT OF INTEREST POLICY IS THAT NO INDIVIDUAL ON THE BOARD OF DIRECTORS, OFFICERS OR EMPLOYEES SHOULD HAVE ANY UNDISCLOSED CONFLICT OF INTEREST WITH THE ORGANIZATION. THE SENIOR DIRECTOR OF COMPLIANCE AND QUALITY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ONGOING BASIS, AND REPORTS WHEN ANY CONFLICT OF INTEREST IS IDENTIFIED FOR PROPER RESOLUTION BY THE BOARD OF DIRECTORS. MONITORING IS ALSO DONE VIA EARLY CONFLICT OF INTEREST ATTESTATIONS BY ALL BOARD MEMBERS AND CONFLICTS WOULD BE DEALT WITH BY THE BOARD OF DIRECTORS. IF A BOARD MEMBER HAS A CONFLICT OF INTEREST, THE BOARD WILL DETERMINE WHETHER THAT INDIVIDUAL MUST ABSTAIN FROM VOTING ON ANY MATTERS RELATED TO THAT CONFLICT. IN ANY MATTER THAT WOULD RESULT IN A CONFLICT OF INTEREST, SUCH INDIVDUALS MAY NOT BE PERMITTED TO PARTICIPATE IN THE DECISION MAKING PROCESS REGARDING THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF THE ORGANIZATION UTILIZES COMPARABLE DATA TO DETERMINE AND APPROVE THE CEO'S SALARY. THE CHAIRPERSON OF THE BOARD RECEIVES INFORMATION FROM THE CHIEF OF HUMAN RESOURCES FOR THE CEO'S SALARY. THE GOVERNANCE COMMITTEE CHAIR SUPPORTS THE CHAIRPERSON OF THE BOARD IN THE EVALUATION PROCESS. COMPENSATION OF KEY EMPLOYEES IS EVALUATED ANNUALLY BY THE CEO AND AN OVERALL COMPARISON TO MARKET IS COMPLETED ON A 3-YEAR ROTATING SCHEDULE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS - 10 TRIPPS LANE, RIVERSIDE, RHODE ISLAND. A COPY OF THE FORM 990 CAN BE OBTAINED AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G CONTRACTED PATIENT SERVICES: PROGRAM SERVICE EXPENSES 33,011,110. MANAGEMENT AND GENERAL EXPENSES 3,003. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,014,113. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 630,263. MANAGEMENT AND GENERAL EXPENSES 46,838. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 677,101. CANOPY CARE SOLUTIONS 10 TRIPPS LANE RIVERSIDE RI 02915 923040634 OPERATES A HOME DELIVERY MEAL SERVICE RI 501(C)(3) LINE 12A, I PACE ORGANIZATION OF RHODE ISLAND 1 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0 CANOPY CARE SOLUTIONS D 376850 FAIR MARKET VALUE