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Nonprofiteer
← HUDSON HEADWATERS PACE INC

Form 990 for tax year 2023

Filed by HUDSON HEADWATERS PACE INC.

Totals

Total revenue
$10,897,864
Total expenses
$1,430,482
Contributions and grants received
$10,897,864
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$9,960,489
Total liabilities, end of year
$468,107
Net assets or fund balances, end of year
$9,492,382
Program services expenses (Part IX)
$1,382,797
Management and general expenses
$47,685
Fundraising expenses
$0
Program service expenses (Part III)
$1,382,797

Program services were 96.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $10,896,250

  • 1f · All other contributions, gifts and grants

    $1,614

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $431,464 · program services $431,464

  • 7 · Other salaries and wages

    total $214,085 · program services $214,085

  • 8 · Pension plan contributions

    total $54,532 · program services $54,532

  • 9 · Other employee benefits

    total $19,707 · program services $19,707

  • 10 · Payroll taxes

    total $46,039 · program services $46,039

  • 11b · Fees: legal

    total $51,985 · program services $51,985

  • 11c · Fees: accounting

    total $2,730 · program services $2,730

  • 11g · Fees: other

    total $353,095 · program services $353,095

  • 12 · Advertising and promotion

    total $31,773 · program services $31,773

  • 13 · Office expenses

    total $6,623 · program services $1,128 · management and general $5,495

  • 14 · Information technology

    total $47,897 · program services $6,263 · management and general $41,634

  • 16 · Occupancy

    total $111,330 · program services $111,330

  • 17 · Travel

    total $4,589 · program services $4,589

  • 19 · Conferences, conventions and meetings

    total $815 · program services $815

  • 22 · Depreciation, depletion and amortization

    total $20,642 · program services $20,642

  • 23 · Insurance

    total $10,003 · program services $10,003

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $22,325 · program services $22,325

  • 24e · All other expenses

    total $848 · program services $292 · management and general $556

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    end of year $157,820

  • 9 · Prepaid expenses and deferred charges

    end of year $21,409

  • 10a · Land, buildings and equipment: cost or other basis

    $181,548

  • 10b · Land, buildings and equipment: accumulated depreciation

    $20,642

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $160,906

  • 15 · Other assets

    beginning of year $25,000 · end of year $9,620,354

  • 17 · Accounts payable and accrued expenses

    end of year $468,107

  • 27 · Net assets without donor restrictions

    beginning of year $25,000 · end of year $9,492,382

Mission and programs · 2023

Mission

PACE AT HUDSON HEADWATERS, INC. MISSION IS TO DEVELOP, OWN AND MANAGE A PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE) IN CONFORMANCE WITH PACE LEGISLATION PURSUANT TO SECTION 1934 OF THE SOCIAL SECURITY ACT THAT PROVIDES COMPREHENSIVE MEDICAL AND SOCIAL SERVICES TO THE FRAIL, COMMUNITY DWELLING ELDERLY POPULATION OF THE GREATER ADIRONDACK REGION OF NEW YORK STATE.

Activities or mission (Part I)

TO OPERATE AND MANAGE A PROGRAM OF ALL INCLUSIVE CARE FOR THE ELDERLY IN CONFORMANCE WITH PACE LEGISLATION PURSUANT TO SECTION 1934 OF THE SOCIAL SECURITY ACT, THAT PROVIDES COMPREHENSIVE MEDICAL AND SOCIAL SERVICES TO THE FRAIL, COMMUNITY-DWELLING ELDERLY POPULATION OF THE GREATER ADIRONDACK REGION OF NEW YORK STATE.

  • ALL INCLUSIVE CARE FOR THE ELDERLY PROVIDING MEDICAL AND SOCIAL SERVICES.

    Expenses $1,382,797

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVID T SLINGERLAND MD

    EX OFFICIO & CEO

    Total calculated
    $721,608
    From this org
    $0
    From related orgs
    $653,696
    Other
    $67,912
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $526,615 related
    Bonus
    $0 + $122,000 related
    Other
    $0 + $5,081 related
    Deferred
    $0 + $39,000 related
    Nontaxable benefits
    $0 + $28,912 related
    Filer's total
    $0 + $721,608 related

  • DONNA NICHOLS

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • JAMES MORRIS IV

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • KEVIN PORPORA

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • PATRICIA AUER

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • PETER REALE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • MICHELE BOXLEY

    VP, FINANCE & CONTRACTS

    Total calculated
    $180,055
    From this org
    $147,497
    From related orgs
    $0
    Other
    $32,558
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,359
    Bonus
    $500
    Other
    $3,638
    Deferred
    $9,953
    Nontaxable benefits
    $22,605
    Filer's total
    $180,055

  • LINDA SPOKANE

    PRESIDENT & PROGRAM DIRECTOR

    Total calculated
    $362,073
    From this org
    $283,967
    From related orgs
    $0
    Other
    $78,106
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,771
    Bonus
    $32,196
    Other
    $0
    Deferred
    $37,575
    Nontaxable benefits
    $40,531
    Filer's total
    $362,073

  • MICHAEL MILES MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $348,329
    From this org
    $0
    From related orgs
    $287,580
    Other
    $60,749
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,579 related
    Bonus
    $0 + $500 related
    Other
    $0 + $4,501 related
    Deferred
    $0 + $35,680 related
    Nontaxable benefits
    $0 + $25,069 related
    Filer's total
    $0 + $348,329 related

  • SARAH MIJA

    DIR. OF OPERATIONS & TEAM SERVICES

    Total calculated
    $118,877
    From this org
    $105,129
    From related orgs
    $0
    Other
    $13,748
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE FOLLOWING INDIVIDUALS LISTED ON SCHEDULE J, PART II, PARTICIPATE IN A 457(F) SUPPLEMENTAL RETIREMENT PLAN: - DAVID T. SLINGERLAND, MD, EX OFFICIO & CEO - LINDA SPOKANE, PRESIDENT & PROGRAM DIRECTOR - MICHELE BOXLEY, VP, FINANCE & CONTRACTS
PART I, LINE 7
THE ORGANIZATION PROVIDED BONUSES TO VARIOUS OFFICERS, AND HIGHEST COMPENSATED EMPLOYEES. THE CEO'S COMPENSATION AND BENEFITS ARE PAID BY A RELATED ORGANIZATION. THESE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (II).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202443199349309909

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