Saint Joseph Pace Inc

Nonprofit profile at a glance

EIN
473129127
IRS 990 coverage
2016–2024
Forms available
Form 990 2024, Form 990-N 2015
Location
Livonia, MI, USA
Phone
5742478700
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$22,779,770
Expenses
$16,924,265
Assets
$16,177,746
Liabilities
$8,418,312

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • DANIEL DRAKE (DIR; PRESIDENT & CEO CONT CARE)
  • LORI HUEGEL (DIR AT 1/25; SJP EXECUTIVE DIRECTOR)

Highest reported compensation

  • BENJAMIN CARTER (DIR THR 12/24; TRIN EVP & COO): $3,488,982 total reported compensation
  • DANIEL DRAKE (DIR; PRESIDENT & CEO CONT CARE): $1,010,454 total reported compensation
  • MARCUS BOWENS (TREASURER; CFO CONTINUING CARE): $726,523 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We, trinity health pace and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities.saint joseph pace is a member of trinity health pace and trinity health.

What it reported doing in 2024

Saint joseph pace (program of all-inclusive care for the elderly) is located in mishawaka, Indiana, serving residents in saint joseph county and portions of elkhart and marshall counties. We offer compassionate care and enable seniors to live with dignity in the comfort of their own home while receiving essential health care services.saint joseph pace is a managed-care program that uses an interdisciplinary team approach to provide patients with medical, social, nutritional and rehabilitative services. The pace program makes it possible for those who are frail and meet nursing home eligibility criteria to live with pride in their own homes while receiving all the care they need, including:-primary medical & specialty care-prescription medications-basic dental care-all adhc services-hospitalizationplease visit our website for additional information: www.trinityhealthpace.org/Indiana/saint-joseph-pace

Operating model

Revenue model
Earned-program. 99% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 67
  • Accountability: 56
  • Sustainability: 61
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.8%; rating input score 69
  • Program expense ratio: 93.6%; rating input score 94
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 40%; rating input score 40; 7th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 25.7%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 0.96; rating input score 34; 34th percentile among comparable filings
  • Liabilities to assets ratio: 0.52; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 3.2%; rating input score 66; 66th percentile among comparable filings

Growth

  • Program expense growth: 8.8% per year; rating input score 100; 66th percentile among comparable filings
  • Revenue growth: 14.5% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: 18.8% per year; rating input score 100; 87th percentile among comparable filings

Details

  • Where the money goes: 68.8% of revenue deployed · 93.6% of spending went to programs
  • Governance: 2 of 5 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $15.8M in reported program spending
  • Leadership: top reported pay $3.5M · 20 people listed · 0 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $5.1M reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 6 filed schedules · includes executive pay and related organizations
  • Filing history: 9 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 308 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Accountability: Independent voting board scored 40/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 34/100.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.