SAINT JOSEPH PACE INC

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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

2015

Legal Domicile

Principal Officer

DANIEL DRAKE

Phone

5742478700

Tax Period

2022-07-01 to 2023-06-30

SAINT JOSEPH PACE INC, founded in 2015, is a mid-sized nonprofit that reported $19.3M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $4.3M, a strong 22% operating margin.

Mission

WE, TRINITY HEALTH PACE AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.SAINT JOSEPH PACE IS A MEMBER OF TRINITY HEALTH PACE AND TRINITY HEALTH.

Program Service Accomplishments

Program 1

Expenses: $14,062,309 Revenue: $18,810,695

SAINT JOSEPH PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) IS LOCATED IN MISHAWAKA, INDIANA, SERVING RESIDENTS IN SAINT JOSEPH COUNTY AND PORTIONS OF ELKHART AND MARSHALL COUNTIES. WE OFFER...

SAINT JOSEPH PACE (PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY) IS LOCATED IN MISHAWAKA, INDIANA, SERVING RESIDENTS IN SAINT JOSEPH COUNTY AND PORTIONS OF ELKHART AND MARSHALL COUNTIES. WE OFFER COMPASSIONATE CARE AND ENABLE SENIORS TO LIVE WITH DIGNITY IN THE COMFORT OF THEIR OWN HOME WHILE RECEIVING ESSENTIAL HEALTH CARE SERVICES.SAINT JOSEPH PACE IS A MANAGED-CARE PROGRAM THAT USES AN INTERDISCIPLINARY TEAM APPROACH TO PROVIDE PATIENTS WITH MEDICAL, SOCIAL, NUTRITIONAL AND REHABILITATIVE SERVICES. THE PACE PROGRAM MAKES IT POSSIBLE FOR THOSE WHO ARE FRAIL AND MEET NURSING HOME ELIGIBILITY CRITERIA TO LIVE WITH PRIDE IN THEIR OWN HOMES WHILE RECEIVING ALL THE CARE THEY NEED, INCLUDING:-PRIMARY MEDICAL & SPECIALTY CARE-PRESCRIPTION MEDICATIONS-BASIC DENTAL CARE-ALL ADHC SERVICES-HOSPITALIZATIONPLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.TRINITYHEALTHPACE.ORG/INDIANA/SAINT-JOSEPH-PACE/

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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 (2022)

Revenue Breakdown

Contributions & Grants $279,501

Program Service Revenue $18,810,695

Investment Income $184,362

Other Revenue $0

TOTAL REVENUE $19,274,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,160,206

Fundraising Expenses $0

Program Expenses $14,062,309

Other Expenses $10,847,656

TOTAL EXPENSES $15,007,862

Year-over-Year Comparison

	2022	2021	Change
Revenue	$19,274,558	$17,533,461	+0.1%
Expenses	$15,007,862	$16,466,428	-0.1%
Net Income	$4,266,696	$1,067,033	+3.0%

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

N/A

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

$2,054,203

Total Directors

$5,902,231

Key Employees

$1,229,106

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENJAMIN CARTER	DIR AT 8/22; TRINITY HLTH EVP & COO	0.10	Director	$0	$98,795	$2,857,735
JOHN CAPASSO	DIR & TRINITY EVP CONT CARE THR 8/22	1.00	Director	$0	$1,077,862	$2,250,598
DANIEL DRAKE	DIRECTOR; PRESIDENT & CEO	1.00	Officer Director	$0	$159,678	$793,898
ARTHUR HENKEL	DIRECTOR; CHAIR	0.10	Officer Director	$0	$0	$0
ANN MARIE TAG RSM	DIRECTOR; VICE CHAIR	0.10	Officer Director	$0	$0	$0
JOANNE HANDY	DIRECTOR	0.10	Director	$0	$0	$0
BEVERLY JONES	DIRECTOR	0.10	Director	$0	$0	$0
WILLIAM MINNIX	DIRECTOR	0.10	Director	$0	$0	$0
LEJON POOLE	DIRECTOR	0.10	Director	$0	$0	$0
MARJORIE TAPIA RSM	DIRECTOR	0.10	Director	$0	$0	$0
ANTONIA VILLARRUEL	DIRECTOR	0.10	Director	$0	$0	$0
DEWAYNE WELLS	DIRECTOR	0.10	Director	$0	$0	$0
MANDI MURRAY	SECRETARY; TRIN VP MANAGING COUNSEL	1.00	Officer	$0	$94,537	$537,939
MARCUS BOWENS	TREAS; CFO CC;INT PRES/CEO TCCS 1/23	1.00	Officer	$0	$28,724	$391,375
KIMBERLY SAXTON	VICE PRESIDENT, FINANCE	1.00	Officer	$0	$54,741	$330,991
KAREN NICHOLS	CHIEF MEDICAL OFFICER	1.00	Key Emp	$0	$40,471	$492,633
ANNE LEWIS	CHIEF OPERATING OFFICER	1.00	Key Emp	$0	$48,805	$388,639
CARRIE HAYS MCELROY	CHIEF CLINICAL OPERATIONS	1.00	Key Emp	$0	$54,654	$347,834
LILIAN MWANGI	NURSE PRACTITIONER	45.00	Highest	$0	$32,360	$151,754
JENIFER COFFMAN	NURSE PRACTITIONER	45.00	Highest	$0	$12,732	$129,852
LYNNE ALAMEDA	REGISTERED NURSE	40.00	Highest	$0	$13,380	$114,753
MARK MCPHERSON	FORMER OFFICER; THHS PRES & CEO	1.00		$0	$152,988	$713,120

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$19,274,558	$15,007,862	$9,540,161	$4,266,696
2022	$17,533,461	$16,466,428	$5,785,065	$1,067,033
2021	$18,714,038	$17,664,546	$4,784,308	$1,049,492
2020	$18,269,541	$17,629,071	$5,043,380	$640,470
2019	$13,358,681	$14,537,311	$4,197,516	$-1,178,630
2018	$6,732,372	$9,787,809	$3,866,368	$-3,055,437