2024-06-25T14:45:10-05:00 2023-12-31 561758856 MAST EVANS & ISENHOUR LLP P O BOX 1029 CONOVER NC 286131029 990 2023-01-01 273462373 PACE AT HOME INC PACE 8284683980 1915 FAIRGROVE CHURCH RD NEWTON NC 28658 EMILY JONES PROGRAM DIRECTOR 8284683980 2024-06-25 1 EMILY JONES 999009999 0 KEVIN EVANS P00128279 8284642812 2024-06-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z EMILY JONES 1915 FAIRGROVE CHURCH RD NEWTON NC 28658 19003864 0 X PACE-AT-HOME.ORG X 2010 NC TO PROVIDE COMPREHENSIVE MEDICAL AND OTHER CARE SERVICES AS AN ALTERNATIVE TO NURSING HOME PLACEMENT. 8 8 108 0 0 0 67952 539425 14517402 18423674 -12977 33871 0 0 14572377 18996970 0 0 0 0 5566381 6732731 0 0 597 8153578 10172340 13719959 16905071 852418 2091899 4120541 6734725 2943672 3465957 1176869 3268768 TO PROVIDE COMPREHENSIVE COMMUNITY-BASED MEDICAL AND OTHER CARE SERVICES TO INDIVIDUALS WHO WOULD OTHERWISE NEED NURSING HOME CARE. 0 0 14219548 18437961 THE ORGANIZATION PROVIDED A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY THAT ALLOWED INDIVIDUALS IN NEED OF SKILLED NURSING HOME CARE TO REMAIN IN THEIR HOME OR COMMUNITY SETTING. SERVICES INCLUDED ADULT DAY HEALTH SERVICES, MEDICAL CARE, PHYSICAL THERAPY, SOCIAL ACTIVITIES AND TRANSPORTATION. DURING 2023, THE ORGANIZATION SERVED 198 INDIVIDUALS. 14219548 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 30 0 108 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 8284683980 1915 FAIRGROVE CHURCH RD NEWTON NC 28658 SUE NELSON VICE CHAIR/DIRECTOR 0.30 X X 0 0 0 KIRBY NICKERSON DIRECTOR 0.30 X 0 0 0 DANA KILLIAN DIRECTOR 0.30 X 0 0 0 TED GOINS BOARD CHAIR/DIRECTOR 4.00 X X 0 0 0 DARRELL JOHNSON SECRETARY/DIRECTOR 0.30 X X 0 0 0 JOHN TUCKER TREASURER/DIRECTOR 0.30 X X 0 0 0 ANDREA BENFIELD DIRECTOR 0.30 X 0 0 0 KAREN HARRINGTON DIRECTOR 0.30 X 0 0 0 EMILY JONES PROGRAM DIRECTOR 40.00 X 127100 0 0 REBECCA BROWN MEDICAL DIRECTOR 40.00 X 121389 0 0 JOHN UCHE MEDICAL DIRECTOR 40.00 X 154281 0 0 TRACEY SIMMONS NURSE PRACTITIONER 40.00 X 114564 0 0 517334 0 0 4 0 1 0 COMFORT KEEPERS 8000 CORPORATE CENTER DR STE 109 CHARLOTTE NC 28226 HOME HEALTH AIDES 229438 HANNAH'S CARE SERVICES 1821 JAYA DR SHERRILLS FORD NC 28673 HOME HEALTH AIDES 156004 STRESS FREE HOME CARE 717 S MAIN ST STANLEY NC 28164 HOME HEALTH AIDES 135538 3 533944 5481 539425 MEDICARE & MEDICAID 623990 17801827 17801827 PRIVATE INSURANCE 623990 621847 621847 18423674 19584 19584 21181 6894 14287 14287 14287 18996970 18437961 0 19584 127100 127100 4392313 3788105 604208 2213318 1369926 843392 162537 162537 5491 5491 21000 21000 308743 308743 26457 26457 12211 12211 304580 304580 8925 8925 64227 64227 54312 54312 254359 254359 PATIENT CARE EXPENSES 8448194 8448194 COMPUTER EXPENSES 169850 169850 UTILITIES 121709 121709 REPAIRS & MAINTENANCE 93710 93710 116035 115438 597 16905071 14219548 2684926 597 2053938 4074573 533944 53014 154222 143546 185359 1305466 650999 580371 654467 1289672 1132160 4120541 6734725 1605434 2299477 1338238 1166480 2943672 3465957 X 1176869 3268768 1176869 3268768 4120541 6734725 2091899 0 X 0 1 X 0 0 X 493232 67460 425772 783996 573700 210296 28238 9839 18399 654467 OPERATING LEASE RIGHT-OF-USE ASSETS 1132160 1132160 OPERATING LEASE LIABILITIES 1166480 1166480 X 18996970 0 18996970 0 18996970 16905071 0 16905071 0 16905071 PART X, LINE 2: AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 JOHN UCHE MEDICAL DIRECTOR 154281 0 0 0 0 0 0 0 0 0 154281 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION MAY HAVE MEMBERS CONSISTING OF "CLASS A MEMBERS AND "CLASS B MEMBERS". THERE MAY BE A MAXIMUM OF TWO (2) CLASS A MEMBERS. THE CLASS A MEMBERS SHALL HAVE THE RIGHT TO VOTE ON ALL MATTERS SUBMITTED TO THE MEMBERS FOR A VOTE, AND ON EACH SUCH MATTER EACH CLASS A MEMBER SHALL HAVE ONE (1) VOTE. CLASS B MEMBERS SHALL NOT BE ENTITLED TO VOTE ON ANY MATTER. EACH MEMBER MUST BE RECOGNIZED AS A TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 7A THE PROPERTY, BUSINESS AND AFFAIRS OF THE ORGANIZATION SHALL BE UNDER THE DIRECTION OF A BOARD OF DIRECTORS. EACH CLASS A MEMBER SHALL BE ENTITLED TO DESIGNATE FOUR (4) CLASS A DIRECTORS. EACH CLASS B MEMBER SHALL BE ENTITLED TO DESIGNATE THREE (3) CLASS B DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED FORM 990 IS MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO FILING. IN ADDITION, THE EXECUTIVE DIRECTOR REVIEWS THE COMPLETED FORM 990 WITH THE RETURN PREPARER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL "INTERESTED PERSONS", DEFINED AS ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION AND ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. THE MINUTES OF THE GOVERNING BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN (1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE GOVERNING BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED AND (2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS. A VOTING MEMBER OF THE GOVERNING BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTIONN INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. NO VOTING MEMBER OF THE GOVERNING BOARD OR ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE ORGANIZATION, EITHER INDIVIDUALLY OR COLLECTIVELY, IS PROHIBITED FROM PROVIDING INFORMATION TO ANY COMMITTEE REGARDING COMPENSATION. EACH MEMBER, DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON (1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (2) HAS READ AND UNDERSTANDS THE POLICY, (3) HAS AGREED TO COMPLY WITH THE POLICY, AND (4) UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINATAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (1) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LEGTH BARGAINING, AND (2) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. WHEN CONDUCTING THE PERIODIC REVIEWS, THE ORGANIZATION MAY, BUT NEED NOT, USE OUTSIDE ADVISORS. IF OUTSIDE EXPERTS ARE USED, THEIR USE SHALL NOT RELIEVE THE GOVERNING BOARD OF ITS RESPONSIBILITY FOR ENSURING PERIODIC REVIEWS ARE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE UPON REASONABLE REQUEST.