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← SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE INC

Form 990 for tax year 2023

Filed by SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE INC.

Totals

Total revenue
$7,119,348
Total expenses
$10,342,579
Contributions and grants received
$135,203
Grants paid
$0
Program service revenue
$6,759,177
Investment income
$544
Other revenue
$224,424
Total assets, end of year
$5,517,232
Total liabilities, end of year
$10,855,949
Net assets or fund balances, end of year
-$5,338,717
Program services expenses (Part IX)
$9,413,806
Management and general expenses
$928,773
Fundraising expenses
$0
Program service expenses (Part III)
$9,413,806

Program services were 91.0% 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.

  • 1e · Government grants (contributions)

    $135,203

  • 2a · Program service revenue: NET RESIDENT REVENUE

    total $6,759,177 · related or exempt $6,759,177

  • 3 · Investment income

    total $544 · excluded $544

  • 6a · Gross rents

    real property $125,664

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $125,664

  • 6d · Net rental income or loss

    total $125,664 · excluded $125,664

  • 11a · Other revenue: OTHER INCOME

    total $98,760 · related or exempt $98,760

  • 11e · Other revenue, total

    $98,760

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $5,866,833 · program services $5,559,824 · management and general $307,009

  • 9 · Other employee benefits

    total $567,988 · program services $538,265 · management and general $29,723

  • 10 · Payroll taxes

    total $240,623 · program services $228,031 · management and general $12,592

  • 11a · Fees: management

    total $507,830 · management and general $507,830

  • 11b · Fees: legal

    total $15,823 · management and general $15,823

  • 11g · Fees: other

    total $281,600 · program services $232,468 · management and general $49,132

  • 12 · Advertising and promotion

    total $3,905 · program services $3,905

  • 13 · Office expenses

    total $70,701 · program services $64,037 · management and general $6,664

  • 16 · Occupancy

    total $341,700 · program services $341,700

  • 17 · Travel

    total $2,445 · program services $2,445

  • 22 · Depreciation, depletion and amortization

    total $472,477 · program services $472,477

  • 23 · Insurance

    total $127,438 · program services $127,438

  • 24a · Other expenses: REHABILITATION SERVICES

    total $414,989 · program services $414,989

  • 24b · Other expenses: BAD DEBT

    total $404,232 · program services $404,232

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $310,868 · program services $310,868

  • 24d · Other expenses: DIETARY & FOOD

    total $302,284 · program services $302,284

  • 24e · All other expenses

    total $410,843 · program services $410,843

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $521,659 · end of year $613,340

  • 4 · Accounts receivable

    beginning of year $1,338,020 · end of year $717,881

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

    $10,174,731

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

    $6,034,382

  • 10c · Land, buildings and equipment, net

    beginning of year $3,996,789 · end of year $4,140,349

  • 15 · Other assets

    beginning of year $109,943 · end of year $45,662

  • 17 · Accounts payable and accrued expenses

    beginning of year $92,311 · end of year $123,771

  • 19 · Deferred revenue

    beginning of year $136,257

  • 25 · Other liabilities

    beginning of year $7,853,329 · end of year $10,732,178

  • 27 · Net assets without donor restrictions

    beginning of year -$2,115,486 · end of year -$5,338,717

Mission and programs · 2023

Mission

COMMITTED TO PROVIDING EXCEPTIONAL LONG TERM CARE TO THE ELDERLY.

  • SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC. D/B/A AVALON SPRINGS PROVIDES LONG-TERM CARE SERVICES TO ELDERLY RESIDENTS IN AND AROUND MERCER COUNTY, PA. OUR FACILITY CONSISTS OF 100 SKILLED NURSING BEDS AND 15 INDEPENDENT LIVING APARTMENTS. THE FACILITY CARRIES AN AVERAGE DAILY CENSUS BETWEEN 95 AND 105 RESIDENTS AND SERVICES A POPULATION MADE UP OF MOSTLY LOW INCOME RESIDENTS FROM THE COMMUNITIES SURROUNDING ITS LOCATION. THEREFORE, THE ORGANIZATION RECEIVES A LARGE PERCENTAGE OF ITS REVENUES FROM MEDICARE AND MEDICAID PROGRAMS.

    Expenses $9,413,806 · Revenue $6,857,937

As filed on the 2023 return.

Listed in Part VII

  • Mark Bondi

    PRESIDENT

    Total calculated
    $428,766
    From this org
    $0
    From related orgs
    $364,195
    Other
    $64,571
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,027 related
    Bonus
    $0 + $141,985 related
    Other
    $0 + $6,183 related
    Deferred
    $0 + $34,267 related
    Nontaxable benefits
    $0 + $30,304 related
    Filer's total
    $0 + $428,766 related

  • William Nigro

    TREASURER & CFO

    Total calculated
    $225,874
    From this org
    $0
    From related orgs
    $196,110
    Other
    $29,764
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,191 related
    Bonus
    $0 + $26,350 related
    Other
    $0 + $569 related
    Deferred
    $0 + $21,573 related
    Nontaxable benefits
    $0 + $8,191 related
    Filer's total
    $0 + $225,874 related

  • John Sarandrea

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Roger Davis

    DIRECTOR

    Total calculated
    $251,382
    From this org
    $0
    From related orgs
    $199,383
    Other
    $51,999
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,471 related
    Bonus
    $0 + $27,200 related
    Other
    $0 + $712 related
    Deferred
    $0 + $16,315 related
    Nontaxable benefits
    $0 + $35,684 related
    Filer's total
    $0 + $251,382 related

  • Adam Nowland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nanci Case

    DIRECTOR

    Total calculated
    $358,898
    From this org
    $0
    From related orgs
    $307,274
    Other
    $51,624
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,233 related
    Bonus
    $0 + $90,000 related
    Other
    $0 + $3,041 related
    Deferred
    $0 + $25,868 related
    Nontaxable benefits
    $0 + $25,756 related
    Filer's total
    $0 + $358,898 related

  • Ellen Perry

    ADMINISTRATOR

    Total calculated
    $138,018
    From this org
    $127,269
    From related orgs
    $0
    Other
    $10,749
    Hours/week
    40

  • Amy McConnaughey

    NURSING RESOURCE COORD.

    Total calculated
    $141,370
    From this org
    $119,501
    From related orgs
    $0
    Other
    $21,869
    Hours/week
    40

  • Dana Welsh

    DIRECTOR OF NURSING

    Total calculated
    $122,909
    From this org
    $116,033
    From related orgs
    $0
    Other
    $6,876
    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

  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
UPMC HAS ESTABLISHED A RIGOROUS COMPENSATION REVIEW PROCESS FOR ITS TOP EXECUTIVES WHICH INCLUDES REVIEW BY ITS EXECUTIVE COMPENSATION COMMITTEE IN A PROCESS INTENDED TO SATISFY THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" SET FORTH IN THE REGULATIONS TO SECTIONS 4958 OF THE INTERNAL REVENUE CODE. UPMC GIVES AUTHORITY TO THOSE EXECUTIVES TO ESTABLISH THE COMPENSATION OF EXECUTIVES OF OTHER SUBSIDIARIES AND BUSINESS UNITS, INCLUDING THOSE OF SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC.
PART I, LINE 4B
ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS IN SCHEDULE J COLUMN C "RETIREMENT AND OTHER DEFERRED COMPENSATION." DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE ("CODE"), CERTAIN OFFICERS AND KEY EMPLOYEES ARE LIMITED IN THE AMOUNT OF BENEFITS WHICH MAY BE RECEIVED UNDER A TAX QUALIFIED RETIREMENT PROGRAM. LIKE MANY EMPLOYERS, UPMC SUPPLEMENTS ITS RETIREMENT BENEFITS THROUGH A SUPPLEMENTAL RETIREMENT PROGRAM. THE SUPPLEMENTAL RETIREMENT PROGRAM IS SUBJECT TO MULTIYEAR VESTING WHICH PLACES THE OFFICERS AND KEY EMPLOYEES' RETIREMENT BENEFIT AT RISK OF FORFEITURE IF THE VESTING REQUIREMENTS ARE NOT SATISFIED. ONCE VESTED HOWEVER, PROVISIONS OF THE CODE REQUIRE THAT THE VESTED AMOUNTS BE REPORTED ON FORM 990 AND THE VESTED OFFICER OR KEY EMPLOYEE INCLUDE IN CURRENT INCOME THE VALUE OF HER OR HIS SUPPLEMENTAL RETIREMENT BENEFIT. NOTWITHSTANDING THE TAX REQUIREMENT TO RECOGNIZE THE VESTED AMOUNT OF THE SUPPLEMENTAL RETIREMENT BENEFIT AS INCOME, THIS BENEFIT, WHICH HAS BEEN EARNED OVER HER OR HIS ENTIRE CAREER, HAS NOT AND WILL NOT BE DISTRIBUTED UNTIL THE OFFICER OR KEY EMPLOYEE RETIRES OR SEPARATES FROM SERVICE FROM UPMC. THE SUPPLEMENTAL RETIREMENT PROGRAM PROVIDES FOR THE CURRENT DISTRIBUTION OF ONLY THE AMOUNT NECESSARY TO SATISFY ANY INCOME TAX LIABILITY RESULTING FROM THE VESTING DURING ACTIVE EMPLOYMENT. FINALLY, IT SHOULD BE NOTED THAT IN ACCORDANCE WITH IRS INSTRUCTIONS, A SUBSTANTIAL PORTION OF THE AMOUNT REPORTED ON THE FORM 990 ATTRIBUTABLE TO SUPPLEMENTAL RETIREMENT PROGRAM VESTING HAS BEEN REPORTED IN PREVIOUSLY FILED FORMS 990.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SENECA HILLS ASSISTED LIVING LP

    ASSISTED LIVI · PA

  • ST MARGARET MEDICAL ARTS ASSOCIATES

    MED OFFICE BL · PA

  • SHADYSIDE MEDICAL CENTER ASSOCIATION

    MED OFFICE BL · PA

  • CHARTWELL PA LP

    HOMEHEALTH · PA

  • LIFE CARE HOME SRV OF NW PA

    HOME HEALTH S · PA

  • HAMOT-KCH REAL ESTATE VENTURE

    MEDICAL OFFIC · PA

  • UPMC HAMOT SURGERY CENTER LLC

    AMBULATORY SU · PA

  • EPN-HAMOT URGENT CARE LLC

    URGENT CARE · PA

  • MEDCARE SUSQUEHANNA VALLEY LLC

    DME · PA

  • OMICELO RE I LP

    REAL ESTATE D · DE

  • UPMC LEADER SURGERY CENTER LLC

    SURGERY CENT · PA

  • BAYFRONT PROFESSIONAL BUILDING LLC

    REAL ESTATE · PA

  • CHAUTAUQUA INTEGRATED DELIVERY SYSTEM I

    INTEGRATED DE · NY

Related corporations and trusts

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

  • HCPHARMACY CENTRAL INC

    C · PHARMACY CO-O · PA

  • CHILDREN'S COMMUNITY CARE

    C · PHYSICIAN SRV · PA

  • UPMC PHYSICIAN SERVICES HOLDING COMPANY

    C · HOLDING CO · PA

  • HEMATOLOGY ONCOLOGY ASSOCIATION INC

    C · PHYSICIAN SRV · PA

  • ONCOLOGY HEMATOLOGY ASSOCATION INC

    C · PHYSICIAN SRV · PA

  • TRI-STATE NEUROSURGICAL ASSOCIATES UPMC

    C · PHYSICIAN SRV · PA

  • RENAISSANCE FAMILY PRACTICE - UPMC INC

    C · PHYSICIAN SRV · PA

  • UPMC HOLDING COMPANY INC

    C · HOLDING CO · PA

  • UPMC COVERAGE PRODUCTS INC

    C · HOLDING CO · PA

  • FREEDOM INSURANCE COMPANY

    C · INSURANCE · VT

  • TRI-CENTURY INSURANCE CO

    C · INSURANCE · PA

  • UPMC DNA INC

    C · INSURANCE · PA

  • UPMC HEALTH BENEFITS INC

    C · HEALTH INSUR · PA

  • UPMC HEALTH NETWORK INC

    C · HEALTH INSUR · PA

  • UPMC HEALTH PLAN INC

    C · HEALTH INSUR · PA

  • UPMC BENEFIT MANAGEMENT SERVICES INC

    C · WORKERS' COMP · PA

  • UPMC DIVERSIFIED SERVICES INC

    C · HOLDING CO · PA

  • MONROEVILLE SPECIALTY CLINIC

    C · AMB SURG · PA

  • MEDICAL ARCHIVAL SYSTEMS INC

    C · SOFTWARE DEVE · DE

  • RX PARTNERS INC

    C · PHARMACY · PA

  • BIOTRONICS INC

    C · EQUIP MAINTEN · PA

  • MEDICAL CENTER PROPERTIES INC

    C · REAL ESTATE · PA

  • ASKESIS DEVELOPMENT GROUP INC

    C · SOFTWARE DEVE · DE

  • BAYSIDE DEVELOPMENT CORP

    C · REAL ESTATE · PA

  • UPMC WORK ALLIANCE INC

    C · INSURANCE · PA

  • UPMC HEALTH COVERAGE INC

    C · INSURANCE · PA

  • UPMC HEALTH OPTIONS INC

    C · INSURANCE · PA

  • AMERICAN HOME HEALTH SERVICES

    C · HOME HEALTH C · OH

  • ALTOONA FAMILY INC

    C · MGMT SVCS · PA

  • LEXINGTON HOLDINGS INC

    C · HOLDING CO · PA

  • LEXINGTON ONE INC

    C · RENTAL · PA

  • UPMC ALTOONA REGIONAL HEALTH SERVICES

    C · PHYSICIAN SRV · PA

  • UPMC EXCESS PL TRUST

    T · TRUST · PA

  • RXANTE INC

    C · MEDICATION MG · DE

  • SUSQUEHANNA VENTURES INC

    C · PHARMACY · PA

  • WCA SERVICE CORPORATION INC

    C · SUPPORT · NY

  • PINNACLE HEALTH CARDIOVASCULAR INSTITUT

    C · PHYSICIAN SRV · PA

  • HANOVER HEALTH CORPORATION

    C · HOLDING CO · PA

  • HANOVER APOTHECARY INC

    C · PHARMACY · PA

  • UNITED CENTRAL PA RECIPROCAL RISK RETEN

    C · INSURANCE · VT

  • PINNACLE HEALTH VENTURES INC

    C · HOLDING CO · PA

  • PINNACLE HEALTH IMAGING INC

    C · IMAGING SVC · PA

  • COLE CARE INC

    C · DME · PA

  • UPMC ITALY HEALTH SERVICES SRL

    C · HEALTH SVC · IT

  • UPMC HOSPITALS LTD

    C · HOLDING CO · EI

  • UPMC PROPERTY LTD

    C · PROPERTY · EI

  • EURO CARE INFRASTRUCTURE LTD

    C · PROPERTY MGMT · EI

  • EURO CARE PROPERTY MANAGEMENT LTD

    C · PROPERTY MGMT · EI

  • UPMC WHITFIELD HOSPITAL LTD

    C · HOSPITAL · EI

  • UPMC GLOBAL OPERATIONS CENTER LTD

    C · CANCER TREATM · EI

  • PANTHER REINSURANCE COMPANY LTD

    C · INSURANCE · CJ

  • FORBES REINSURANCE COMPANY LTD

    C · INSURANCE · CJ

  • CATHEDRAL (RE) INSURANCE CO

    C · INSURANCE · CJ

  • UPMC IRELAND LIMITED

    C · HEALTHCARE SU · EI

  • BLUESPHERE BIO

    C · IMMUNOTHERAPY · DE

  • INFECTIOUS DISEASE CONNECT INC

    C · TELEMEDICINE · DE

  • NOVASENTA INC

    C · IMMUNOTHERAPY · DE

  • UPMC HILLMAN CANCER CENTER - PINNACLE

    C · CANCER TREATM · PA

  • SHANGHAI UPMC CO LTD

    C · HEALTHCARE MG · CH

  • SALVATOR MUNDI INTERNATIONAL HOSPITAL

    C · HOSPITAL · IT

  • SOMERSET MANAGEMENT SERVICES INC

    C · MOB OWNERSHIP · PA

  • GENERIAN PHARMACEUTICALS INC

    C · PHARMACY · DE

  • WORK PARTNERS NATIONAL INC

    C · INSURANCE · PA

  • ASTRATA INC

    C · SOFTWARE · DE

  • VEGAVECT

    C · GENE THERAPY · DE

  • NOVIMAB

    C · CLINICAL RESE · DE

  • REALYZE INTELLEGENCE INC

    C · SOFTWARE · DE

  • HAYSTACK CONSOLIDATED SERVICES INC

    C · INACTIVE · PA

  • WESTERN MARYLAND INSURANCE COMPANY LTD

    C · INSURANCE · CJ

  • WILLOWBROOK HEALTHCARE CONDO

    C · REAL ESTATE · DE

  • RXANTE PHARMACY SERVICES INC

    C · PHARMACY · DE

  • CLANE HOSPITAL DEVELOPMENT ASSOCIATES L

    C · MANAGEMENT · EI

  • UPMC KILDARE HOSPITAL LTD

    C · HOSPITAL · EI

  • UPMC AUT EVEN HOSPITAL LTD

    C · HOSPITAL · EI

  • AVISTA THERAPEUTICS INC

    C · GENE THERAPY · PA

  • UPMC CANCER CENTER ZABOK LTD

    C · CANCER CENTER · HR

  • SWIFT SPROAI HOLDINGS LTD

    C · HOLDING COMPANY · EI

  • SPORTS SURGERY CLINIC LTD

    C · ORTHOPEDIC SERV. · EI

  • MACRADI LTD

    C · INACTIVE · EI

  • MACRADI DEVELOPMENT LTD

    C · INACTIVE · EI

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202443199349302199

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