McGregor Pace (EIN 311495382) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

Jennifer Hayes

Phone

2167913580

Tax Period

2023-01-01 to 2023-12-31

McGregor Pace, founded in 1996, is a mid-sized nonprofit in the Human Services sector that reported $59.7M in total revenue in fiscal year 2023. Expenses of $56.7M left a modest 5% surplus.

Mission

Provide comprehensive medical & social services to certain frail, community-dwelling elderly individuals, with a service goal for as many as possible to remain in the community

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $58,924,676

Investment Income $773,784

Other Revenue $297

TOTAL REVENUE $59,698,757

Expense Breakdown

Grants Paid $2,000,000

Salaries & Benefits $11,605,586

Fundraising Expenses $0

Program Expenses $53,511,710

Other Expenses $43,048,433

TOTAL EXPENSES $56,654,019

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,698,757	$56,423,057	+0.1%
Expenses	$56,654,019	$55,097,379	+0.0%
Net Income	$3,044,738	$1,325,678	+1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

310

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,084,751

Total Directors

$126,372

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Conn	CEO	12.0	Officer	$0	$26,673	$423,626
Jennifer Hayes	CFO/Assistant Treasurer	20.0	Officer	$0	$25,546	$274,377
Tangi McCoy	CEO	40.0	Officer	$245,009	$15,367	$260,376
Svetlana Dicesare	CSO	40.0	Highest	$157,184	$15,183	$172,367
Teresa Evans-Guyton	Nurse Practitioner	40.0	Highest	$119,792	$20,022	$139,814
Scott Massien	Physician	20.0	Highest	$129,231	$7,454	$136,685
Kristina Musan	Nurse Practitioner	40.0	Highest	$112,181	$22,184	$134,365
Elliott Cruz	Business Development Director	40.0	Highest	$119,030	$12,674	$131,704
Susan Althans	Board Secretary	4.0	Officer Director	$0	$3,379	$126,372
Caroline Gladstone	Director	1.0	Director	$0	$0	$0
Diana Morris	Director	1.0	Director	$0	$0	$0
John Moody	Director	1.0	Director	$0	$0	$0
Julie Criscione	Director	1.0	Director	$0	$0	$0
Katherine Nagel	Chair	1.0	Officer Director	$0	$0	$0
Kathryn Hickner	Director	1.0	Director	$0	$0	$0
Lisa Kious McGovern	Director	1.0	Director	$0	$0	$0
Michael Beckham	Vice Chair	1.0	Officer Director	$0	$0	$0
Renee Hardwick	Director	1.0	Director	$0	$0	$0
Thomas Campanella	Director	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$59,698,757	$56,654,019	$28,803,987	$3,044,738
2022	$56,423,057	$55,097,379	$25,644,896	$1,325,678
2021	$56,283,069	$52,139,969	$22,344,459	$4,143,100
2020	$49,174,337	$47,507,400	$18,119,936	$1,666,937
2019	$40,820,927	$38,393,140	$16,711,261	$2,427,787
2018	$33,650,490	$30,485,108	$7,209,343	$3,165,382

McGregor Pace