Nonprofit · EIN 87-3207747
AGEWELL PACE
Tax-exempt · ROHNERT PARK, CA 94928
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,942,651 | $19,010,838 | -$4,068,187 | $16,428,281 | $26,883,043 | -$10,454,762 |
| June 30, 2024 | 990 | $5,154,127 | $10,002,475 | -$4,848,348 | $17,019,556 | $23,406,131 | -$6,386,575 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $555,083
- Program service revenue
- $14,347,922
- Investment income
- $30,686
- Other revenue
- $8,960
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $773,224
- Other salaries and wages
- $4,026,726
- Salaries, compensation and benefits (total)
- $5,516,633
- Professional fundraising fees
- $0
- Occupancy
- $801,940
- Program services (functional)
- $15,203,090
- Management and general (functional)
- $3,807,748
Balance sheet and other
- Total assets, start of year
- $17,019,556
- Total assets, end of year
- $16,428,281
- Total liabilities, end of year
- $26,883,043
- Net assets, end of year
- -$10,454,762
- Land, buildings and equipment
- $6,261,677
- Net assets without donor restrictions
- -$10,454,762
- Gross receipts
- $14,942,651
- Employees
- 70
- Year formed
- 2022
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELSEN DALIZY | NURSE PRACTITIONER | 40 | $176,189 |
| CHRISTINA FALLEY | CEO Officer | 40 | $158,385 |
| MORIAH RAY | SPEECH THERAPIST | 40 | $154,965 |
| KUANYAN FRANZ | PHYSICAL THERAPIST | 40 | $149,239 |
| JANE MOK | CFO Officer | 40 | $147,015 |
| JENNIFER HARTMOUR | COO Officer | 40 | $136,670 |
| PATRISHA MOORE | HOME CARE COORD. | 40 | $130,408 |
| JOSEPHINA RICE | REGISTERED NURSE | 40 | $129,827 |
| MORIAH MOLLING | DIETICIAN | 40 | $111,174 |
| GABRIELA BERNAL | Trustee Trustee or director | 1 | $0 |
| BENJAMIN LEROI | Secretary Trustee or director, Officer | 1 | $0 |
| JIM EIMERS | Trustee Trustee or director | 1 | $0 |
| PATRICIA SUSSMAN | Trustee Trustee or director | 1 | $0 |
| CECILIA AVILES | Trustee Trustee or director | 1 | $0 |
| PAUL WOOD | Trustee Trustee or director | 2 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN STAMBAUGH | Trustee Trustee or director | 2 | $0 |
| MARTY LYNCH | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DERRICK WHITACRE | CEO | 40 | $194,414 | $15,640 |
| CHRISTINA LYN FALLEY | COO Officer | 40 | $127,042 | $11,908 |
| TRUC DUONG | PHARMACIST | 40 | $106,215 | $10,183 |
| JANE MOK | CFO Officer | 40 | $55,441 | $8,773 |
| DAVID B VLIET | President Trustee or director, Officer | 1 | $0 | $0 |
| GABRIELA BERNAL | Trustee Trustee or director | 1 | $0 | $0 |
| BENJAMIN LEROI | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| JULIE SINAI | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| JIM EIMERS | Trustee Trustee or director | 1 | $0 | $0 |
| PATRICIA SUSSMAN | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5789 STATE FARM DR STE 110, ROHNERT PARK, CA 94928-6308
- In care of
- % BEN LEROI
- Signed the 990
- GABRIELA LEROI, Chairman
- Phone
- (707) 615-4437
- Return prepared by
- JDT & Associates
California records
California keeps its own records of charities and corporations. Search them by EIN 87-3207747 or by the name AGEWELL PACE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROMOTE COMMUNITY HEALTH AND OTHERWISE SUPPORT THE CHARITABLE PURPOSES OF ITS MEMBERS, LIFELONG MEDICAL CARE AND SANTA ROSA COMMUNITY HEALTH CENTERS, CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATIONS, BY PROVIDING A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY.
Program accomplishments
- TO PROMOTE COMMUNITY HEALTH AND OTHERWISE SUPPORT THE CHARITABLE PURPOSES OF ITS MEMBERS, LIFELONG MEDICAL CARE AND SANTA ROSA COMMUNITY HEALTH CENTERS, CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATIONS, BY PROVIDING A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY.Expenses $15,203,090
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 87-3207747
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E99)
- Assets (IRS master file)
- $16,428,281
- Income (IRS master file)
- $14,942,651
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,942,651 | $19,010,838 | $16,428,281 | IRS |
| 990 | June 2024 | $5,154,127 | $10,002,475 | $17,019,556 | IRS |
| 990 | June 2023 | $428,704 | $1,660,904 | $17,628,689 | IRS |
| 990 | June 2022 | $0 | $43,010 | $3,268,773 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-3207747).
Questions about AGEWELL PACE
- What is the EIN of AGEWELL PACE?
- The employer identification number (EIN) of AGEWELL PACE is 87-3207747.
- Is AGEWELL PACE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to AGEWELL PACE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AGEWELL PACE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AGEWELL PACE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AGEWELL PACE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of AGEWELL PACE?
- The 990 for the year ended June 30, 2025 lists 17 people; 9 received compensation from the organization, the highest $176,189 (ELSEN DALIZY, NURSE PRACTITIONER).
- How much revenue does AGEWELL PACE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,942,651, expenses of $19,010,838 and total assets of $16,428,281 at year end.
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