2024-05-14T07:52:33-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1111 METROPOLITAN AVE STE 900 CHARLOTTE NC 28204 990 2022-10-01 274683614 PACE OF THE SOUTHERN PIEDMONT INC PACE 7048873840 6133 THE PLAZA CHARLOTTE NC 28215 KIRBY NICKERSON CFO 7048873840 2024-05-13 1 KIRBY NICKERSON 999009999 0 AMY DOSIK P00890743 7043771678 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CATHY KENZIG 6133 THE PLAZA CHARLOTTE NC 28215 16203941 0 X WWW.PACESP.COM X 2010 NC PACE OF THE SOUTHERN PIEDMONT PROVIDED ACCESS TO CARE AND SERVICES TO ELIGIBLE ADULTS IN MECKLENBURG, CABARRUS, STANLY, AND UNION COUNTIES. WE ADJUSTED OUR SERVICES AMID THE PANDEMIC TO ENSURE OUR PARTICIPANTS' NEEDS WERE MET. WE EXPANDED OUR SERVICES IN THE HOME AND WERE AWARDED A HOME CARE AGENCY LICENSE FOR NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, IN HOME AIDE, COMPANION, AND SITTER CARE. WE IMPLEMENTED VIDEO TECHNOLOGY IN THE HOMES OF SOME PARTICIPANTS. PACE OF THE SOUTHERN PIEDMONT ENROLLED 49 NEW PARTICIPANTS INTO THE PROGRAM AND OVERALL HAD A NET PARTICIPANT INCREASE OF 2 FOR THE YEAR. OUR PARTICIPANT SATISFACTION SURVEY RESULT WAS 92% AND CAREGIVER SATISFACTION WAS 87% SATISFIED. 4 4 97 4 0 0 563098 0 17100494 16103526 0 100415 30519 0 17694111 16203941 0 0 0 0 3875329 3918359 0 0 0 11444374 10963847 15319703 14882206 2374408 1321735 8340135 12249656 3618305 6206091 4721830 6043565 X PACE OF THE SOUTHERN PIEDMONT'S MISSION AND VISION IS TO BUILD OUR FUTURE THROUGH TRUSTING RELATIONSHIPS AND CREATING CAPACITY TO CARE AND SERVE THE FRAIL OLDER ADULTS IN OUR COMMUNITY WHO DESIRE TO REMAIN LIVING SAFELY AT HOME. 0 0 12264450 16103526 PACE OF THE SOUTHERN PIEDMONT (POSP) IS A PROGRAM OF ALL INCLUSIVE CARE FOR THE ELDERLY. POSP SERVES 55+ YEAR OLDS WHO LIVE IN OUR SERVICE AREA: MECKLENBURG, CABARRUS, STANLY, AND UNION COUNTIES. THE ELIGIBLE PARTICIPANT MUST MEET NURSING HOME LEVEL OF CARE AND LIVE SAFELY IN THE COMMUNITY AT TIME OF ENROLLMENT. POSP'S SERVICES ARE PROVIDED BY AN INTERDISCIPLINARY TEAM CONSISTING OF MEDICAL DOCTORS, NURSE PRACTITIONERS, REGISTERED NURSES, LICENSED PRACTICAL NURSES, CERTIFIED NURSE ASSISTANTS, PHARMACISTS, REGISTERED DIETITIAN, PHYSICAL THERAPIST, OCCUPATIONAL THERAPIST, RECREATIONAL THERAPIST, MASTERS IN SOCIAL WORK, AND PARATRANSIT DRIVERS. POSP OFFERS SERVICES IN AN OUTPATIENT MEDICAL CLINIC, OUTPATIENT THERAPY GYM, ADULT DAY HEALTH CENTER, AND IN THE HOME. POSP PROVIDES ALL MEDICATIONS. POSP COVERS ALL MEDICARE AND MEDICAID COVERED CARE AND SERVICES, AND OTHER SERVICES THAT THE POSP TEAM OF HEALTHCARE PROFESSIONALS DECIDES ARE NECESSARY TO IMPROVE AND MAINTAIN HEALTH. 12264450 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 25 0 1 97 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X KIRBY NICKERSON 7047548228 P O BOX 947 SALISBURY NC 28145 ROBERT E SPENCER CHAIRMAN 1.00 X X 0 0 0 TED W GOINS JR VICE-CHAIR 1.00 X X 0 0 0 KIRBY NICKERSON TREASURER/CFO 2.00 X X 0 0 0 VERONICA J FEDUNIEC SECRETARY 1.00 X X 0 0 0 RENEE RIZZUTI PRESIDENT 40.00 X 209616 0 9577 TERESA SATTERWHITE CLINIC SUPERVISOR 40.00 X 132424 0 9422 HEIDI GOSS OPERATIONS DIRECTOR 40.00 X 118226 0 9759 460266 0 28758 3 0 1 0 PHARMASTAR 2411 N HILLCREST PARKWAY ALTOONA WI 54720 PHARMAY BENEFIT MANAGERS 1446973 WHITE OAK MANOR - CHARLOTTE 4009 CRAIG AVENUE CHARLOTTE NC 28211 MEDICAL & HEALTH CARE 1229694 ATRIUM HEATH 1000 BLYTHE BLVD CHARLOTTE NC 28203 PATIENT CARE 643594 CAROLINAS MEDICAL CENTER PO BOX 60671 CHARLOTTE NC 28260 PATIENT CARE 573144 LSA MANAGEMENT 1436 S MARTIN LUTHER KING JR AVE SALISBURY NC 28145 MANAGEMENT SERVICES 433151 20 CAPITATION REVENUE 623000 16103526 16103526 16103526 100415 100415 16203941 16103526 0 100415 X 219193 219193 3121452 2593710 527742 82253 67056 15197 253999 208631 45368 241462 200153 41309 96885 96885 31431 31431 43571 43571 7458534 6586151 872383 65682 65682 38827 38827 226701 116013 110688 287541 230059 57482 9533 9533 38095 38095 276178 182277 93901 80957 53432 27525 PHARMACEUTICALS 1700699 1700699 OTHER PROGRAM SUPPLIES 162960 162960 MEDICAL EQUIPMENT 145972 145972 RECRUITING 38344 38344 261937 17337 244600 14882206 12264450 2617756 0 4826629 6796855 1875000 1875000 506677 499750 59897 3654886 2997340 573989 657546 497943 2420505 8340135 12249656 1922110 2416499 729237 963898 966958 2825694 3618305 6206091 X 4721830 6043565 4721830 6043565 8340135 12249656 1321735 0 X 0 1 X 1 0 X 5704512 700974 593617 6999103 12704020 14340122 15721901 17100494 16103526 75970063 12704020 20044634 16422875 17694111 16103526 82969166 0 0 0 82969166 100415 100415 100415 100415 12704020 20044634 16422875 17694111 16203941 83069581 0.99880 1.00000 0.00120 X PART III THE ORGANIZATION CHANGED THEIR FISCAL YEAR FROM A 9/30 FYE TO A 6/30 FYE BEGINNING WITH THE CURRENT TAX PERIOD ENDING 6/30/2023. 20000 20000 2376065 2290970 85095 878342 359726 518616 380479 346644 33835 657546 SALES TAX RECEIVABLE 50091 OTHER RECEIVABLE 278557 OPERATING LEASE 2091857 2420505 OTHER CURRENT LIABILITIES 775022 OPERATING LEASE LIABILITY 2050672 2825694 16203941 0 16203941 0 16203941 14882206 0 14882206 0 14882206 X X 0 0 0 0 0 0 0 0 0 RENEE RIZZUTI PRESIDENT 181029 0 28587 0 0 0 4598 0 4979 0 219193 0 0 0 PART II: DURING THE YEAR, RENEE RIZZUTI WAS DIRECTLY EMPLOYED BY ONE MEMBER OF THE ORGANIZATION. THE ORGANIZATION HAD A MANAGEMENT CONTRACT WITH THAT MEMBER WHEREBY IT PAID SUCH MEMBER FOR THE SERVICES RENDERED BY HER TO THE ORGANIZATION. THE AMOUNT REPORTED IN PART II REPRESENTS THE AMOUNTS PAID BY SUCH MEMBERS FOR HER SERVICES TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO MEMBERS - GASTON FAMILY HEALTH SERVICES, INC. D/B/A KINTEGRA ("KINTEGRA") HEALTH AND LSA MANAGEMENT, INC. D/B/A LUTHERAN SERVICES CAROLINAS ("LSC"), BOTH OF WHICH ARE 501(C)(3) PUBLIC CHARITIES. EACH OF THE TWO NAMED ORGANIZATIONS HOLDS A 50% SHARE OF PROFITS AND NET ASSETS. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER HAS THE RIGHT TO APPOINT TWO VOTING DIRECTORS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S ARTICLES OF INCORPORATION MAY ONLY BE AMENDED BY THE AFFIRMATION OF ALL MEMBERS. ANY CHANGES TO THE ORGANIZATION'S BYLAWS THAT WOULD ALLOW THE ORGANIZATION TO MAKE CASH DISTRIBUTIONS TO THE MEMBERS OTHER THAN IN ACCORDANCE WITH THE MEMBERSHIP INTERESTS OR TO AMEND THE COMPETITIVE ACTIVITIES PROVISIONS OF THE BYLAWS CAN ONLY BE ADOPTED WITH THE AFFIRMATIVE VOTE OR CONSENT OF ALL THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD TO REVIEW PRIOR TO SUBMITTING TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH BOARD OF DIRECTORS MEETING, UPON REVIEW OF THE AGENDA ITEMS, THE CHAIR ASKS ALL MEMBERS PRESENT IF THERE ARE ANY BUSINESS ITEMS ON THE AGENDA WHICH PRESENT A POTENTIAL CONFLICT OF INTEREST FOR THEM. MEMBERS WHO BELIEVE THEY SHOULD NOT PARTICIPATE IN A CERTAIN BUSINESS DISCUSSION DISCLOSE THAT AND SUBSEQUENTLY DO NOT WEIGH IN ON THAT DISCUSSION ITEM. FORM 990, PART VI, SECTION B, LINE 15 THE NATIONAL PACE ASSOCIATION COMPLETES A COMPENSATION SURVEY EVERY TWO YEARS. THIS SURVEY IS USED AS A BENCHMARK FOR THE EXECUTIVE DIRECTOR POSITION. THE BOARD OF DIRECTORS THEN REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. THIS APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. FOR OTHER POSITIONS, THE EXECUTIVE DIRECTOR DOES RESEARCH AND/OR CONDUCTS SURVEYS OF OTHER SIMILAR ORGANIZATIONS IN NORTH CAROLINA TO DETERMINE THE APPROPRIATE SALARY RANGE FOR EACH POSITION. WAGE AND HOUR COMPENSATION SURVEY INFORMATION WAS USED IN THE DECISION THIS YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. REQUESTS FOR RECORDS MUST BE MADE IN WRITING AND DIRECTED TO THE ATTENTION OF THE EXECUTIVE DIRECTOR. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACTS: PROGRAM SERVICE EXPENSES 6,309,286. MANAGEMENT AND GENERAL EXPENSES 714,218. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,023,504. PHYSICIAN SERVICES: PROGRAM SERVICE EXPENSES 255,203. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 255,203. PBM FEES: PROGRAM SERVICE EXPENSES 21,662. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,662. TPA FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 140,165. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 140,165. MEDICAL DIRECTOR FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 18,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,000.