NATIONAL PACE ASSOCIATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL PACE ASSOCIATION (EIN 94-3212616)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201431289349301913
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T13:35:13-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943212616 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PACE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NATI | NameControl |
| Phone | 7035351565 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N FAIRFAX STREET NO 309 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223141757 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHAWN BLOOM | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 7035351567 | Phone |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK LONGWOOD | Name |
| PTIN | P00439715 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHAWN BLOOM | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N FAIRFAX STREET NO 309 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223141757 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6543153 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NPAONLINE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | INCREASE THE PROVISION OF COMPREHENSIVE HEALTH CARE SERVICES TO OLDER ADULTS IN THE U.S. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 23958 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6912 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 43851 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3278157 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3879073 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 7526 | InvestmentIncomePriorYear |
| Investment Income Current Year | 21509 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 155350 | OtherRevenuePriorYear |
| Other Revenue Current Year | 242181 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3447945 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4186614 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 40000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1961077 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2367351 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1434207 | OtherExpensePriorYear |
| Other Expenses Current Year | 1607281 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3395284 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4014632 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 52661 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 171982 | RevenuesLessExpensesCY |
| Total Assets BOY | 1348083 | TotalAssetsBOY |
| Total Assets EOY | 1497195 | TotalAssetsEOY |
| Total Liabilities BOY | 362486 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 318515 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 985597 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1178680 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | NATIONAL PACE ASSOCIATION'S PRINCIPAL PURPOSE IS TO INCREASE THE PROVISION OF QUALITY, COMPREHENSIVE HEALTH CARE SERVICES TO FRAIL, OLDER ADULTS IN THE UNITED STATES THROUGH THE PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY, AND TO SUPPORT, MAINTAIN, AND PROMOTE THROUGH EDUCATION THE PACE MODEL OF CARE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1458163 | Expense |
| Revenue | 237895 | Revenue |
| Description | MEMBER SERVICES - A COLLECTION OF EFFORTS UNDERTAKEN TO ASSIST NATIONAL PACE ASSOCIATION MEMBERS WITH COMPLEX ISSUES THEY FACE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1303499 | Expense |
| Grants | 40000 | Grants |
| Description | PUBLIC POLICY - NPA MAINTAINS AN ACTIVE VOICE ON REGULATORY ISSUES AND WORKS WITH STATES TO IMPLEMENT PACE PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 983300 | Expense |
| Revenue | 826914 | Revenue |
| Description | EDUCATION - CONFERENCE AND EDUCATION REGARDING THE PROGRAM OF ALL INCLUSIVE CARE FOR THE ELDERLY (PACE). | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3744962 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7035351565 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N FAIRFAX STREET NO 309 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | VA | State |
| ZIP Code | 223141757 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| BRUCE ROBERTSON | |||||||||
| CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| KATHRYN MCGUIRE | |||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| TIM COX | |||||||||
| TREASURER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| KARREN WEICHERT | |||||||||
| SECRETARY | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| JUDITH BASKINS | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JAKE BELL | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROBERT EDMONDSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MARSHA FRETWELL MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ROSEMARY CASTILLO | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOANN GAGO | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| ELLEN GARCIA | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOSEPH HEALY JR | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| MATTHEW MCNABNEY MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| JOAN KWIATKOWSKI | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SUSAN NELSON MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| GRACE LI | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| WAYNE OLSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| KAREN LONGO | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| DAVID WILNER MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | X | 0 | 0 | 0 | |||
| SHAWN BLOOM | |||||||||
| PRESIDENT AND CEO | 40.00 | 0.00 | X | 253671 | 0 | 43864 | |||
| RHONDA ROSE | |||||||||
| VP FINANCE & ADMINISTRATION | 40.00 | 0.00 | X | 116543 | 0 | 18651 | |||
| RAYMOND FITZGERALD | |||||||||
| EVP POLICY & STRATEGY | 40.00 | 0.00 | 202930 | 0 | 21546 | X | |||
| CHRISTINE VAN REENEN | |||||||||
| SENIOR VP POLICY | 32.00 | 0.00 | 154296 | 0 | 21209 | X | |||
| AMEETA MISTRY | |||||||||
| VP DATA & INFORMATICS | 40.00 | 0.00 | 135872 | 0 | 15141 | X | |||
| SHARON PEARCE | |||||||||
| VP OF ADVOCACY | 40.00 | 0.00 | 120152 | 0 | 7031 | X | |||
| ROBERT GREENWOOD | |||||||||
| VP OF PUBLIC AFFAIRS | 40.00 | 0.00 | 107687 | 0 | 37544 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1091151 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 164986 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| UNIVERSITY OF ROCHESTER | |||||
| 601 ELMWOOD AVENUE BOX 644 | ROCHESTER | NY | 14642 | DATA SERVICES AND RESEARCH | 207831 |
| MEHLMAN VOGEL CASTAGNETTI INC | |||||
| 1341 G STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | CONSULTING | 120170 |
| TOTAL BENCHMARK SOLUTIONS | |||||
| 2625 REDWING ROAD SUITE 230 | FORT COLLINS | CO | 80526 | DATA SERVICES | 105000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 43851 | AllOtherContributions |
| Total Contributions | 43851 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP FEES | 900099 | 2790306 | 2790306 | |
| CONFERENCE FEES | 900099 | 672239 | 672239 | |
| MEMBERSHIP SERVICES | 900099 | 237895 | 237895 | |
| EDUCATIONAL EVENTS | 900099 | 154675 | 154675 | |
| SERVICE FEES | 900099 | 23958 | 23958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3879073 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19492 | TotalRevenueColumn |
| Exclusion | $19,492 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119893 | TotalRevenueColumn |
| Exclusion | $119,893 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2358556 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2356539 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2017 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2017 | TotalRevenueColumn |
| Exclusion | $2,017 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 122288 | TotalRevenueColumn |
| Exclusion | $122,288 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 122288 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4186614 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3855115 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 23958 | UnrelatedBusinessRevenue |
| Exclusion | $263,690 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
| Program Services | 40000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 663411 | Total |
| Program Services | 534073 | ProgramServices |
| Management And General | 129338 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1400740 | Total |
| Program Services | 1124913 | ProgramServices |
| Management And General | 275827 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54706 | Total |
| Program Services | 44720 | ProgramServices |
| Management And General | 9986 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122028 | Total |
| Program Services | 99754 | ProgramServices |
| Management And General | 22274 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126466 | Total |
| Program Services | 103381 | ProgramServices |
| Management And General | 23085 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12777 | Total |
| Program Services | 7283 | ProgramServices |
| Management And General | 5494 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19770 | Total |
| Management And General | 19770 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3930 | Total |
| Management And General | 3930 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 596398 | Total |
| Program Services | 506254 | ProgramServices |
| Management And General | 90144 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105380 | Total |
| Program Services | 44595 | ProgramServices |
| Management And General | 60785 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16883 | Total |
| Program Services | 16883 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133765 | Total |
| Management And General | 133765 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82046 | Total |
| Program Services | 52596 | ProgramServices |
| Management And General | 29450 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177225 | Total |
| Program Services | 177225 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16026 | Total |
| Management And General | 16026 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8716 | Total |
| Management And General | 8716 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| HOTEL AND CATERING | 302812 | 302812 | |
| MISCELLANEOUS | 91829 | 48408 | 43421 |
| BANK AND PAYROLL FEES | 22482 | 22482 | |
| DUES AND SUBSCRIPTIONS | 12155 | 7176 | 4979 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5087 | Total |
| Program Services | 634889 | ProgramServices |
| Management And General | -629802 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4014632 | Total |
| Program Services | 3744962 | ProgramServices |
| Management And General | 269670 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801189 | BOY |
| EOY | 732003 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 374824 | BOY |
| EOY | 656374 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119040 | BOY |
| EOY | 51863 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20389 | BOY |
| EOY | 25419 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 169695 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 138159 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32641 | BOY |
| EOY | 31536 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1348083 | BOY |
| EOY | 1497195 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 266923 | BOY |
| EOY | 281203 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83641 | BOY |
| EOY | 24325 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11922 | BOY |
| EOY | 12987 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 362486 | BOY |
| EOY | 318515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 985597 | BOY |
| EOY | 1178680 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 985597 | BOY |
| EOY | 1178680 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1348083 | BOY |
| EOY | 1497195 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 171982 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 21101 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2403263 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2597033 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2845523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2407073 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2834157 | CurrentTaxYear |
| Total | 13087049 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 565567 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 279611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 201754 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 810138 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1064809 | CurrentTaxYear |
| Total | 2921879 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2968830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2876644 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3047277 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3217211 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3898966 | CurrentTaxYear |
| Total | 16008928 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 16008928 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14401 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 149896 | CurrentTaxYearMinus1Year |
| Current Tax Year | 139385 | CurrentTaxYear |
| Total | 328652 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13948 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14401 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11022 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 149896 | CurrentTaxYearMinus1Year |
| Current Tax Year | 139385 | CurrentTaxYear |
| Total | 328652 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53354 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40089 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69544 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68180 | CurrentTaxYearMinus1Year |
| Current Tax Year | 122288 | CurrentTaxYear |
| Total | 353455 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3036132 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2931134 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3127843 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3435287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4160639 | CurrentTaxYear |
| Total | 16691035 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95910 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96860 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01970 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01470 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART III, LINE 12: INCOME FROM ACTIVITIES NOT REGULARLY CARRIED ON. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 187092 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 187092 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3818538 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4005630 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 350282 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 87571 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 298715 | CurrentYearMinus3 |
| Current Year Minus2 | 295266 | CurrentYearMinus2 |
| Current Year Minus1 | 316483 | CurrentYearMinus1 |
| Current Year | 350282 | CurrentYear |
| Total | 1260746 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,891,119 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 141360 | CurrentYearMinus3 |
| Current Year Minus2 | 177806 | CurrentYearMinus2 |
| Current Year Minus1 | 282213 | CurrentYearMinus1 |
| Current Year | 187092 | CurrentYear |
| Total | 788471 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 74679 | CurrentYearMinus3 |
| Current Year Minus2 | 73817 | CurrentYearMinus2 |
| Current Year Minus1 | 79121 | CurrentYearMinus1 |
| Current Year | 87571 | CurrentYear |
| Total | 315188 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $472,782 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16026 | OtherCostOrOtherBasis |
| Depreciation | 15057 | Depreciation |
| Book Value | 969 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42756 | OtherCostOrOtherBasis |
| Depreciation | 32310 | Depreciation |
| Book Value | 10446 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110913 | OtherCostOrOtherBasis |
| Depreciation | 90792 | Depreciation |
| Book Value | 20121 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31536 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT LIABILITY | Description |
| Amount | $12,987 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12987 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4203785 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 21101 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 21101 | RevenueNotRptdF990 |
| Revenue Subtotal | 4182684 | RevenueSubtotal |
| Investment Expenses Not Included | 3930 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3930 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4186614 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4010702 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4010702 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3930 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 3930 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4014632 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TEMPORARILY RESTRICTED NET ASSETS INCLUDE THOSE NET ASSETS WHOSE USE BY NPA HAS BEEN DONOR RESTRICTED BY SPECIFIED PURPOSE OR TIME LIMITATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | NPA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND THEREFORE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. NPA'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND OTHER STATE AND LOCAL TAXING AUTHORITIES FOR THREE YEARS AFTER THEY WERE FILED. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOVERNMENT OF THE DISTRICT OF COLUMBIA - DEPARTMENT OF HEALTH CARE FINANCE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 899 NORTH CAPITOL STREET NE | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | N/A | IRCSection |
| Amount Of Cash Grant | 40000 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | SETTING A MEDICAID PAYMENT RATE FOR PACE IN DC | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: EACH RECIPIENT IS REQUIRED TO PROVIDE THE ORGANIZATION WITH A NARRATIVE AND FINANCIAL REPORT ON THE DISPOSITION OF FUNDS RECEIVED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWN BLOOM | ||||||||||||||
| PRESIDENT AND CEO | 253395 | 0 | 0 | 0 | 276 | 0 | 15000 | 0 | 30948 | 0 | 299619 | 0 | 0 | 0 |
| RAYMOND FITZGERALD | ||||||||||||||
| EVP POLICY & STRATEGY | 202750 | 0 | 0 | 0 | 180 | 0 | 12165 | 0 | 11489 | 0 | 226584 | 0 | 0 | 0 |
| CHRISTINE VAN REENEN | ||||||||||||||
| SENIOR VP POLICY | 154020 | 0 | 0 | 0 | 276 | 0 | 9388 | 0 | 13929 | 0 | 177613 | 0 | 0 | 0 |
| AMEETA MISTRY | ||||||||||||||
| VP DATA & INFORMATICS | 135596 | 0 | 0 | 0 | 276 | 0 | 4499 | 0 | 12897 | 0 | 153268 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOB EDMONDSON IS CEO OF ON LOK AND GRACE LI REPORTS TO BOB. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION HAS FIVE CLASSES OF MEMBERS: PROVIDER MEMBERS, PROSPECTIVE PROVIDER MEMBERS, TECHNICAL ASSISTANCE MEMBERS, EXPLORING PACE MEMBERS, AND ASSOCIATE MEMBERS. ONLY PROVIDER MEMBERS AND PROSPECTIVE PROVIDER MEMBERS SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE IN THE CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7A | PROVIDER MEMBERS AND PROSPECTIVE PROVIDER MEMBERS EACH SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE IN THE CORPORATION. PROVIDER MEMBERS SHALL BE: (1) ENTITIES THAT OPERATE PACE PROGRAMS UNDER SECTIONS 1894 AND 1934 OF THE SOCIAL SECURITY ACT, (2) ENTITIES THAT OPERATE PACE PROGRAMS UNDER DUAL MEDICARE AND MEDICAID WAIVERS, EXCEPT FOR FOR-PROFIT ENTITIES, (3) ORGANIZATIONS OPERATING UNDER DUAL MEDICARE AND MEDICAID CAPITATION THAT PREDOMINANTLY SERVE THE FRAIL ELDERLY, OR (4) PRE-PACE PROGRAMS, OR THOSE ORGANIZATIONS OPERATING UNDER MEDICAID CAPITATION ONLY. ALL PROVIDER MEMBERS SHALL BE NOT-FOR-PROFIT CORPORATIONS OPERATING UNDER 501(C)(3) TAX STATUS. PROVIDER MEMBERS SHALL HAVE THE FOLLOWING RIGHTS AND PRIVILEGES: (1) THE RIGHT TO NOMINATE ONE EMPLOYEE OF ANY CURRENT PROVIDER MEMBER, OR AN EMPLOYEE OF ANY PROVIDER MEMBER'S SPONSORING ORGANIZATION, TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS; (2) THE RIGHT TO VOTE IN EACH ANNUAL ELECTION TO FILL OPEN SEATS ON THE BOARD OF DIRECTORS, OR VOTE ON ANY MATTER SUBMITTED TO A VOTE OF THE MEMBERS OF THE CORPORATION; (3) THE RIGHT TO HAVE EITHER THE MEDICAL DIRECTOR (OR EQUIVALENT) OR A PRIMARY CARE PROFESSIONAL OF THE PROVIDER MEMBER SERVE ON THE PRIMARY CARE COMMITTEE; (4) THE PRIVILEGE TO HAVE SPECIFIC PERSONS ASSOCIATED WITH THE PROVIDER MEMBER SERVE ON STANDING AND WORKING COMMITTEES OF THE BOARD OF DIRECTORS UPON THE REQUEST OF THE BOARD OF DIRECTORS; AND (5) THE PRIVILEGE TO ACCESS CERTAIN MATERIALS, INCLUDING OFFICIAL PUBLICATIONS AND OTHER DOCUMENTS DISTRIBUTED BY THE CORPORATION, AS WELL AS CONFERENCES OFFERED BY THE CORPORATION. PROSPECTIVE PROVIDER MEMBERS SHALL BE: (1) ENTITIES THAT ARE EVALUATING OR PURSUING PACE DEVELOPMENT, OR (2) ENTITIES THAT ARE COMPLETING OR HAVE SUBMITTED PACE PROVIDER APPLICATIONS. ALL PROSPECTIVE PROVIDER MEMBERS SHALL BE NOT-FOR-PROFIT CORPORATIONS OPERATING UNDER 501(C)(3) TAX STATUS. PROSPECTIVE PROVIDER MEMBERS SHALL HAVE THE FOLLOWING RIGHTS AND PRIVILEGES: (1) THE RIGHT TO NOMINATE ONE EMPLOYEE OF ANY CURRENT PROSPECTIVE PROVIDER MEMBER, OR AN EMPLOYEE OF ANY PROSPECTIVE PROVIDER MEMBER'S SPONSORING ORGANIZATION, TO SERVE ON THE CORPORATION'S BOARD OF DIRECTORS; (2) THE RIGHT TO VOTE IN EACH ANNUAL ELECTION TO FILL OPEN SEATS ON THE BOARD OF DIRECTORS, OR VOTE ON ANY MATTER SUBMITTED TO A VOTE OF THE MEMBERS OF THE CORPORATION; (3) THE PRIVILEGE TO HAVE SPECIFIC PERSONS ASSOCIATED WITH THE PROSPECTIVE PROVIDER MEMBER SERVE ON STANDING AND WORKING COMMITTEES OF THE BOARD OF DIRECTORS UPON THE REQUEST OF THE BOARD OF DIRECTORS; AND (4) THE PRIVILEGE TO ACCESS CERTAIN MATERIALS, INCLUDING OFFICIAL PUBLICATIONS AND OTHER DOCUMENTS DISTRIBUTED BY THE CORPORATION, AS WELL AS CONFERENCES OFFERED BY THE CORPORATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF FINANCE AND OPERATIONS BEFORE IT IS FILED. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | 1. DUTY TO DISCLOSE IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. 2. DETERMINING WHETHER A CONFLICT OF INTEREST EXISTS AFTER DISCLOSURE OF THE FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 3. PROCEDURES FOR ADDRESSING THE CONFLICT OF INTEREST A. THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. B. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER NPA CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. C. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN NPA'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO NPA AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. 4. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY A. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT 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. B. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. RECORDS OF PROCEEDINGS THE MINUTES OF THE 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 BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. 2. THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. ANNUAL STATEMENTS EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON - A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THAT NPA IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY REVIEWED THE PRESIDENT/CEO'S COMPENSATION IN SEPTEMBER AS PART OF THE ANNUAL PERFORMANCE EVALUATION PROCESS. SALARY SURVEYS CONDUCTED BY INDEPENDENT FIRMS WERE OBTAINED TO PROVIDE A MARKET ANALYSIS OF SALARIES FOR THIS POSITION. THE SURVEYS WERE PROVIDED TO THE EXECUTIVE COMMITTEE AS PART OF THEIR DETERMINATION PROCESS. AT THE CONCLUSION OF THE PROCESS A SALARY DETERMINATION WAS MADE BY THE EXECUTIVE COMMITTEE, DOCUMENTED IN COMPLIANCE WITH THE ORGANIZATION'S POLICIES, AND PROVIDED TO THE FINANCE DEPARTMENT FOR INCLUSION IN THE NEXT PAY CYCLE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 502,538. MANAGEMENT AND GENERAL EXPENSES 90,144. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 592,682. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 3,716. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,716. | OTHER FEES |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. |
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