2026-08-10T07:24:25-05:00 2025-09-30 351178661 BLUE & CO LLC 500 N MERIDIAN ST SUITE 200 INDIANAPOLIS IN 46204 990 2024-10-01 451148618 PACE OF SOUTHWEST MICHIGAN INC PACE 2694084322 2900 LAKEVIEW AVENUE ST JOSEPH MI 49085 MIKE ZDRODOWSKI EXECUTIVE DIRECTOR 2694084322 2026-08-09 1 1 TYLER K GREENE CPA P00057872 3176334705 2026-08-09 2024 2025-03-06 01:10:19Z MIKE ZDRODOWSKI 2900 LAKEVIEW AVENUE ST JOSEPH MI 49085 26989954 0 X WWW.PACESWMI.ORG X 2011 MI SURROUNDING SENIORS WITH THE CARE YOU NEED TO REMAIN IN THE HOME YOU LOVE. 6 6 124 6 0 0 821312 167911 25882742 26682343 79724 68175 117869 71525 26901647 26989954 0 0 0 0 6803686 6903508 0 0 0 21690920 18521856 28494606 25425364 -1592959 1564590 4629667 10408007 6021888 8195638 -1392221 2212369 SURROUNDING SENIORS WITH THE CARE YOU NEED TO REMAIN IN THE HOME YOU LOVE. 0 0 22220977 26753868 THE ORGANIZATION PROVIDES COMPREHENSIVE, COMMUNITY-BASED CARE TO FRAIL, OLDER ADULTS, WHO MEET NURSING HOME LEVEL OF CARE CRITERIA. CARE IS PROVIDED BOTH AT HOME AND AT THE ORGANIZATION'S DAY CENTER AND IS COORDINATED BY AN INTERDISCIPLINARY TEAM. ALL PRODUCTS AND SERVICES NORMALLY COVERED UNDER MEDICARE AND MEDICAID ARE PROVIDED. 22220977 1 1 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 1 0 0 0 1 93 0 1 124 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X THE ORGANIZATION 2694084322 2900 LAKEVIEW AVENUE ST JOSEPH MI 49085 CHRISTINE VANLANDINGHAM PRESIDENT 2.00 0.00 X X 0 0 0 LUKE REYNOLDS VICE PRESIDENT 2.00 0.00 X X 0 0 0 THERESA UHRICH SECRETARY 2.00 0.00 X X 0 0 0 STEPHEN FETYKO TREASURER 2.00 40.00 X X 0 0 0 MICHELLE BARNES DIRECTOR 2.00 0.00 X 0 0 0 NICOLE MAAG DIRECTOR 2.00 0.00 X 0 0 0 MELINDA GRUBER PRESIDENT PARTIAL TERM 2.00 0.00 X 0 0 0 DAN WASSENHOVE SECRETARY/TREASURER PARTIAL TERM 2.00 0.00 X 0 0 0 SOROYA M PIERRE-VANARTSEN DIRECTOR PARTIAL TERM 2.00 0.00 X 0 0 0 JENNI MILLER DIRECTOR PARTIAL TERM 2.00 0.00 X 0 0 0 CALEB VANDER ARK DIRECTOR PARTIAL TERM 2.00 0.00 X 0 0 0 JASON HAMEL DIRECTOR PARTIAL TERM 2.00 0.00 X 0 0 0 MATTHEW KOHTZ DIRECTOR PARTIAL TERM 2.00 0.00 X 0 0 0 JIM SCHLAMAN CEO 40.00 0.00 X 126049 0 15597 MIKE ZDRODOWSKI EXECUTIVE DIRECTOR 40.00 0.00 X 20689 0 1186 JENNIFER WHITE CMO 40.00 0.00 X 215246 0 1420 KAVITA AMIN PHARMACIST 40.00 0.00 X 135347 0 15039 DIETMAR GRENTZ PRIMARY CARE PROVIDER 40.00 0.00 X 189871 0 7444 THOMAS MCCONNELL NURSE PRACTITIONER 40.00 0.00 X 109651 0 7797 SHERRY SIMPSON NURSE PRACTITIONER 40.00 0.00 X 120325 0 15650 917178 0 64133 7 0 1 0 TRHC OPCO INC 228 STRAWBRIDGE DRIVE MOORESTOWN NJ 08057 PHARMACY CLAIMS ADMINISTRATOR 3803317 LAKELAND MEDICAL CENTER PO BOX 145 GRAND RAPIDS MI 495010145 INPATIENT HOSPITAL SERVICES 2077322 LIFE CARE AMBULANCE SERVICES 330 HAMBLIN AVE INDIANAPOLIS IN 46206 TRANSPORTATION SERVICES 897091 WEST WOODS OF BRIDGMAN 9935 RED ARROW HIGHWAY BRIDGMAN MI 49106 NURSING HOME SERVICES 759314 BRONSON METHODIST HOSPITAL 601 JOHN STREET KALAMAZOO MI 490075431 MEDICAL SERVICES 745147 43 158562 8886 463 167911 MEDICAID/MEDICARE 624100 26532081 26532081 PRIVATE PAY 624100 150262 150262 26682343 68175 68175 OTHER REVENUE 624100 71525 71525 71525 26989954 26753868 0 68175 X 163521 123973 39548 5535529 4196735 1338794 77936 57519 20417 673880 497345 176535 452642 334064 118578 474894 155396 319498 62014 20292 41722 3634863 3211504 423359 129749 83718 46031 387923 227408 160515 561933 483190 78743 297739 282343 15396 8786 8786 9293 7736 1557 360180 360180 PATIENT CARE 8019640 8019640 PRESCRIPTION DRUGS 3656860 3656860 PURCHASED MEALS 518307 514758 3549 PATIENT TRANSPORTATION 307250 307250 92425 41246 51179 25425364 22220977 3204387 0 612321 4418832 820587 444868 98571 96689 1013663 33425 915884 980238 2182304 4467380 4629667 10408007 3105553 1421506 736348 557471 2179987 6216661 6021888 8195638 X -1415597 2189697 23376 22672 -1392221 2212369 4629667 10408007 X 1564590 2040000 X X 0 1 X 1 0 X 791684 13533 4010 821312 9349 1639888 22710093 23831050 25953842 25882742 26682343 125060070 23501777 23844583 25957852 26704054 26691692 126699958 0 0 0 126699958 10259 14764 79535 79724 68175 252457 10259 14764 79535 79724 68175 252457 57776 6134 9547 117869 71525 262851 23569812 23865481 26046934 26901647 26831392 127215266 0.99590 0.99660 0.00200 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 8814 8814 0 PART II-B, LINE 1: PACE OF SOUTHWEST MICHIGAN PAYS DUES TO THE NATIONAL AND STATE ASSOCIATION OF PACE. AS PART OF THE DUES, THES ORGANIZATIONS LOBBY ON BEHALF OF PACE ORGANIZATIONS. 24155 10108 14047 15283 15283 41575 23317 18258 932650 932650 980238 RIGHT OF USE ASSET 4467380 4467380 FINANCING LEASE PAYABLE 4474524 IBNR RESERVE 1742137 6216661 X 29029954 2040000 2040000 26989954 0 26989954 25425364 0 25425364 0 25425364 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CAPITAL CONTRIBUTION X X X X 0 0 0 0 0 0 0 0 0 JENNIFER WHITE CMO 215246 0 0 0 0 0 0 0 1420 0 216666 0 0 0 DIETMAR GRENTZ PRIMARY CARE PROVIDER 189871 0 0 0 0 0 4089 0 3355 0 197315 0 0 0 KAVITA AMIN PHARMACIST 135347 0 0 0 0 0 15039 0 0 0 150386 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS REVIEWS AND DETERMINES THE EXECUTIVE DIRECTOR'S SALARY. FORM 990, PART VI, SECTION A, LINE 3 ON APRIL 1, 2025, PACE OF SOUTHWEST MICHIGAN, INC. ENTERED INTO A MANAGEMENT SERVICES AGREEEMENT WITH UMRCHP, INC. THE MANAGEMENT SERVICES INCLUDES GENERAL MANAGEMENT CONSULTATIVE SUPPORT, HUMAN RESOURCES, FINANCIAL SERVICES, INFORMATION TECHNOLOGY SERVICES, EXECUTIVE AND ADMINISTRATIVE SUPPORT, BANKING RELATIONSHIPS, FOUNDATION SUPPORT, COMMUNICATION AND MARKETING, AND PROJECT MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON APRIL 1, 2025, TO ADD THAT ONLY AN IRS-RECOGNIZED 501(C)(3), WHOSE PURPOSE INCLUDES RELIEF OF BURDENS TO THE ELDERLY IN SOME WAY, AND IS IN GOOD STANDING WITH CMS CAN BE AN ELIGIBLE SHAREHOLDER. IT ALSO DECREASED THE MAXIMUM SIZE OF THE BOARD OF DIRECTORS FROM NO LESS THAN 7 AND NO MORE THAN 13 MEMBERS TO NO LESS THAN 4 AND NO MORE THAN 10 MEMBERS. THE AMENDED BYLAWS ALSO REMOVED CEO FROM OFFICER LIST, OFFICERS ARE APPOINTED BY THE SHAREHOLDERS RATHER THAN ELECTED BY THE BOARD, CHANGED THE ROTATION FROM ANNUALLY TO BI-ANNUALLY FROM APPOINTMENT FROM REGION IV AREA AGENCY ON AGING AND BRIO LIVING SERVICES, AND THE TERM OF OFFICE FOR THE PRESIDENT/CHAIRPERSON AND VICE-PRESIDENT/VICE-CHAIR ARE LIMITED TO 2 YEARS WHILE OTHER POSITIONS ARE LIMITED TO ONE YEAR (NO LIMIT PREVIOUSLY). THE AMENDED BYLAWS ALSO UPDATED THAT THE CEO/ED SHALL REPORT DIRECTLY TO THE MANAGEMENT SERVICES ORGANIZATION (MSO). FORM 990, PART VI, SECTION A, LINE 6 THE SHAREHOLDERS OF PACE OF SOUTHWEST MICHIGAN, INC. ARE UNITED METHODIST RETIREMENT COMMUNITIES, INC. D/B/A BRIO LIVING SERVICES AND REGION IV AREA AGENCY ON AGING, INC. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS PREPARED BY THEIR INDEPENDENT ACCOUNTANTS. A DRAFT VERSION OF THE RETURN IS PROVIDED TO THE ORGANIZATION'S FINANCE LEAD AND EXECUTIVE DIRECTOR FOR REVIEW. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL OF THE FORM 990. THE ORGANIZATION PROVIDES A COPY OF THE APPROVED 990 TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL INDIVIDUALS, INCLUDING BOARD OF DIRECTORS, COMMITTEE MEMBERS, STAFF, AND VOLUNTEERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST FORM AT THE TIME THEY START THEIR ASSOCIATION WITH THE ORGANIZATION AND ANNUALLY THEREAFTER. ADDITIONALLY, ALL REAL OR PERCEIVED CONFLICTS OF INTEREST WILL BE BROUGHT TO THE ATTENTION OF THE LEVEL OF AUTHORITY NECESSARY FOR CONSIDERATION, RESOLUTION, AND DIRECTION. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF IT'S EXECUTIVE DIRECTOR BASED ON MARKET ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AT ITS OFFICES. THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON A THIRD-PARTY WEBSITE. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 3,211,504. MANAGEMENT AND GENERAL EXPENSES 423,359. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,634,863. FORM 990, PART XI, LINE 9: CAPITAL CONTRIBUTION 2,040,000. FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE OVERSEES THE AUDIT PROCESS, SELECTING THE INDEPENDENT AUDIT FIRM AND REVIEWING RESULTS BEFORE RECOMMENDING TO THE FULL BOARD REGION IV AREA AGENCY ON AGING INC 2900 LAKEVIEW AVENUE ST JOSEPH MI 49085 382332594 PROVIDES SERVICES TO THE ELDERLY MI 501(C)(3) LINE 7 N/A 0 CARING CIRCLE - FINAL YEAR 4025 HEALTH PARK LN ST JOSEPH MI 49085 382416086 PROVIDES SERVICES TO THE SICK AND ELDERLY MI 501(C)(3) LINE 7 COREWELL HEALTH 0 UNITED METHODIST RETIREMENT COMMUNITIES INC 805 W MIDDLE STREET CHELSEA MI 49546 381366908 RETIREMENT COMMUNITY MI 501(C)(3) LINE 10 N/A 0 COREWELL HEALTH - FINAL YEAR 1234 NAPIER AVENUE ST JOSEPH MI 49085 382609624 MEDICAL SERVICES MI 501(C)(3) LINE 12C, III-FI N/A 0 PORTER HILLS HOME HEALTH WEST 3600 E FULTON GRAND RAPIDS MI 49546 383384372 CERTIFIED HOME CARE MI 501(C)(3) LINE 10 PORTER HILLS PRESBYTERIAN VILLAGE 1 PORTER HILLS AT HOME 3600 E FULTON GRAND RAPIDS MI 49546 453469541 HOME CARE MI 501(C)(3) LINE 10 PORTER HILLS PRESBYTERIAN VILLAGE 1 LIFE CIRCLES 560 SEMINOLE RD MUSKEGON MI 49444 260170498 PACE PROGRAM MI 501(C)(3) LINE 10 PORTER HILLS PRESBYTERIAN VILLAGE 1 MEADOWLARK RETIREMENT COMMUNITY 3600 E FULTON GRAND RAPIDS MI 49546 383373281 RETIREMENT COMMUNITY MI 501(C)(3) LINE 10 PORTER HILLS PRESBYTERIAN VILLAGE 1 BAILEYS GROVE RETIREMENT COMMUNITY 5252 BAILEYS CENTER DRIVE KENTWOOD MI 49512 383643825 RETIREMENT COMMUNITY MI 501(C)(3) LINE 7 PORTER HILLS PRESBYTERIAN VILLAGE 1 RIVER GROVE RETIREMENT COMMUNITY 5761 JUPITER AVE BELMONT MI 49306 383519530 RETIREMENT COMMUNITY MI 501(C)(3) LINE 7 PORTER HILLS PRESBYTERIAN VILLAGE 1 SPARTA RETIREMENT COMMUNITY DBA HARVEST WAY RETIREMENT COMMUNITY 100 IDA RED SPARTA MI 49349 383445251 RETIREMENT COMMUNITY MI 501(C)(3) LINE 7 PORTER HILLS PRESBYTERIAN VILLAGE 1 SENORA WOODS RETIREMENT COMMUNITY DBA OAK RIDGE RETIREMENT COMMUNITY 3781 GIDDINGS GRAND RAPIDS MI 49508 383382610 RETIREMENT COMMUNITY MI 501(C)(3) LINE 7 PORTER HILLS PRESBYTERIAN VILLAGE 1 WALKER MEADOWS RETIREMENT COMMUNITY 1101 WILSON AVE WALKER MI 49534 383383760 RETIREMENT COMMUNITY MI 501(C)(3) LINE 7 PORTER HILLS PRESBYTERIAN VILLAGE 1 STATION CREEK RETIREMENT COMMUNITY 10010 CROSSROAD COURT CALENDONIA MI 49316 200771871 RETIREMENT COMMUNITY MI 501(C)(3) LINE 7 PORTER HILLS PRESBYTERIAN VILLAGE 1 UMRCPH INC 805 W MIDDLE STREET CHELSEA MI 49546 383358620 CORPORATE OFFICE MI 501(C)(3) LINE 12A, I N/A 1 UMRCPH FOUNDATION 805 W MIDDLE STREET CHELSEA MI 49546 383443089 SUPPORTING ORGANIZATION WITH PUBLIC CHARITY MI 501(C)(3) LINE 12A, I UNITED METHODIST RETIREMENT COMMUNITIES 1 THE WASHTENAW PACE INC 2940 ELLESWORTH RD YPSILANTI MI 48197 275067787 PACE PROGRAM MI 501(C)(3) LINE 10 UNITED METHODIST RETIREMENT COMMUNITIES 1 THE CASCADE PACE INC 2282 SPRINGPORT RD JACKSON MI 49202 465362872 PACE PROGRAM MI 501(C)(3) LINE 10 UNITED METHODIST RETIREMENT COMMUNITIES 1 PORTER HILLS PRESBYTERIAN VILLAGE INC 3600 E FULTON GRAND RAPIDS MI 49546 386141735 RETIREMENT COMMUNITY MI 501(C)(3) LINE 10 UNITED METHODIST RETIREMENT COMMUNITIES 1 UMRC DETROIT AAL INC 805 W MIDDLE ST CHELSEA MI 48118 274331985 GENERAL PARTNER MI N/A C 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 1 0 0 0 SCHEDULE R, PART II COREWELL HEALTH, HOSPICE AT HOME, INC. D/B/A CARING CIRCLE (HOSPICE), AND REGION IV AREA AGENCY ON AGING, INC. EACH HAD VOTING REPRESENTATION ON THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO APRIL 1, 2025. AS OF APRIL 1, 2025, REGION IV AREA AGENCY ON AGING, INC. AND BRIO BECAME RECOGNIZED AS OWNERS OF THE ORGANIZATION. AS A RESULT OF THE AGREEMENT ON APRIL 1, 2025, COREWELL HEALTH AND HOSPICE ARE NO LONGER CONSIDERED RELATED PARTIES TO THE ORGANIZATION.