NATIONAL PACE ASSOCIATION (EIN 943212616) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

SHAWN BLOOM

Phone

7035351565

Tax Period

2024-07-01 to 2025-06-30

NATIONAL PACE ASSOCIATION, founded in 1994, is a community nonprofit in the Health Care sector that reported $6.7M in total revenue in fiscal year 2017. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $6.2M left a modest 7% surplus.

Mission

INCREASE THE PROVISION OF COMPREHENSIVE HEALTH CARE SERVICES TO OLDER ADULTS IN THE U.S.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $365,398

Program Service Revenue $8,262,860

Investment Income $313,363

Other Revenue $810,416

TOTAL REVENUE $9,752,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,819,679

Fundraising Expenses $0

Program Expenses $9,620,806

Other Expenses $4,195,084

TOTAL EXPENSES $11,014,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,752,037	$9,165,036	+0.1%
Expenses	$11,014,763	$9,911,350	+0.1%
Net Income	$-1,262,726	$-746,314	+0.7%

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

100

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

$948,426

Total Directors

Key Employees

$350,905

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY KENZIG	DIRECTOR	1.00	Director	$0	$0	$0
CLIFF BAUER	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
FATEMEH HASHTROUDI	DIRECTOR	1.00	Director	$0	$0	$0
GRACE LI	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
JAMES PEDULLA	DIRECTOR	1.00	Director	$0	$0	$0
JOAN KWIATKOWSKI	SECRETARY	1.00	Officer Director	$0	$0	$0
JOYITA GARG	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE BOSTEK	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
LYNN GRIMM	DIRECTOR	1.00	Director	$0	$0	$0
MARIA ZAMORA	DIRECTOR	1.00	Director	$0	$0	$0
MARY AUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
MARY NABER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GARLIE	DIRECTOR (OUTGOING)	1.00	Director	$0	$0	$0
PAUL F SOCZYNSKI	CHAIR	1.00	Officer Director	$0	$0	$0
SAMIRA BECKWITH	TREASURER	1.00	Officer Director	$0	$0	$0
SONJA FELTON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE HESS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS REITER	DIRECTOR	1.00	Director	$0	$0	$0
TONOAH HAMPTON	DIRECTOR	1.00	Director	$0	$0	$0
URSULA ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY OLSZEWSKI	SR. VP OF FINANCE & ADMINI	40.00	Officer	$187,181	$33,507	$220,688
MANDY KENNEY FROHLICH	CHIEF OPERATING OFFICER	40.00	Officer	$120,957	$6,902	$127,859
SHAWN BLOOM	PRESIDENT AND CEO	40.00	Officer	$555,894	$43,985	$599,879
PETER FITZGERALD	EXEC. VP OF POLICY AND STR	40.00	Key Emp	$313,020	$37,885	$350,905
ANITA GIBSON	SENIOR DIRECTOR, PROJECT M	40.00	Highest	$176,431	$11,746	$188,177
ELIZABETH GANT	SR. VP OF LEGAL AND CHIEF	40.00	Highest	$179,794	$40,588	$220,382
MARY PAHNER	VP OF REGULATORY AFFAIRS	40.00	Highest	$266,461	$27,331	$293,792
MIA PHIFER	VP OF QUALITY	40.00	Highest	$226,894	$32,429	$259,323
ROBERT GREENWOOD	SR. VP OF PUBLIC AFFAIRS	40.00	Highest	$228,012	$37,323	$265,335

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	$9,752,037	$11,014,763	$6,076,367	$-1,262,726
2024	No data	No data	No data	No data
2023	$8,549,578	$8,510,318	$6,355,722	$39,260
2022	$7,340,349	$7,145,673	$5,577,479	$194,676
2021	$6,635,656	$6,429,962	$5,961,641	$205,694
2020	$6,590,874	$6,156,434	$5,227,385	$434,440
2019	$6,573,725	$6,520,637	$4,594,262	$53,088
2018	$6,674,777	$6,209,128	$4,576,194	$465,649

NATIONAL PACE ASSOCIATION