AGEWELL PACE

EIN: 873207747 501(c)(3) Health Care

ROHNERT PARK, CA

Total Revenue
$14,942,651
Total Expenses
$19,010,838
Total Assets
$16,428,281
Net Assets
$-10,454,762
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
CA
Phone
7076154437
Tax Period
2024-07-01 to 2025-06-30

AGEWELL PACE, founded in 2022, is a mid-sized nonprofit in the Health Care sector that reported $14.9M in total revenue in fiscal year 2024. Revenue surged 190% from the prior year, signaling strong growth momentum. Expenses of $19.0M exceeded revenue, resulting in a 27% operating deficit.

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.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $555,083
Program Service Revenue $14,347,922
Investment Income $30,686
Other Revenue $8,960
TOTAL REVENUE $14,942,651

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,516,633
Fundraising Expenses $0
Program Expenses $15,203,090
Other Expenses $13,494,205
TOTAL EXPENSES $19,010,838

Year-over-Year Comparison

2024 2023 Change
Revenue $14,942,651 $5,154,127 +1.9%
Expenses $19,010,838 $10,002,475 +0.9%
Net Income $-4,068,187 $-4,848,348 -0.2%
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

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Liquidity & Cash Position

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

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Governance

Voting Members
6
Independent Members
6
Employees
70
Volunteers
N/A

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
4
$442,070
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELSEN DALIZY NURSE PRACTITIONER 40.00
$176,189 $0 $176,189
CHRISTINA FALLEY CEO 40.00
Officer
$158,385 $0 $158,385
MORIAH RAY SPEECH THERAPIST 40.00
$154,965 $0 $154,965
KUANYAN FRANZ PHYSICAL THERAPIST 40.00
$149,239 $0 $149,239
JANE MOK CFO 40.00
Officer
$147,015 $0 $147,015
JENNIFER HARTMOUR COO 40.00
Officer
$136,670 $0 $136,670
PATRISHA MOORE HOME CARE COORD. 40.00
$130,408 $0 $130,408
JOSEPHINA RICE REGISTERED NURSE 40.00
$129,827 $0 $129,827
MORIAH MOLLING DIETICIAN 40.00
$111,174 $0 $111,174
GABRIELA BERNAL Trustee 1.00
Director
$0 $0 $0
BENJAMIN LEROI Secretary 1.00
Officer Director
$0 $0 $0
JIM EIMERS Trustee 1.00
Director
$0 $0 $0
PATRICIA SUSSMAN Trustee 1.00
Director
$0 $0 $0
CECILIA AVILES Trustee 1.00
Director
$0 $0 $0
PAUL WOOD Trustee 2.00
Director
$0 $0 $0
KATHRYN STAMBAUGH Trustee 2.00
Director
$0 $0 $0
MARTY LYNCH Trustee 1.00
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
2025 $14,942,651 $19,010,838 $16,428,281 $-4,068,187
2024 No data No data No data No data
2023 $428,704 $1,660,904 $17,628,689 $-1,232,200
2022 No data $43,010 $3,268,773 No data
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