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Nonprofiteer
← UPMC SENIOR COMMUNITIES INC

Form 990 for tax year 2022

Filed by UPMC SENIOR COMMUNITIES INC.

Totals

Total revenue
$15,997,331
Total expenses
$19,058,830
Contributions and grants received
$91,048
Grants paid
$0
Program service revenue
$15,906,283
Investment income
$0
Other revenue
$0
Total assets, end of year
$48,303,153
Total liabilities, end of year
$865,471
Net assets or fund balances, end of year
$47,437,682
Program services expenses (Part IX)
$13,817,944
Management and general expenses
$5,240,886
Fundraising expenses
$0
Program service expenses (Part III)
$13,817,944

Program services were 72.5% 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)

    $90,158

  • 1f · All other contributions, gifts and grants

    $890

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $15,655,960 · related or exempt $15,655,960

  • 2b · Program service revenue: OTHER RESIDENT SERVICE REV.

    total $250,323 · related or exempt $250,323

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $636,428 · management and general $636,428

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,630,001 · program services $5,131,874 · management and general $1,498,127

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $999,596 · program services $781,853 · management and general $217,743

  • 10 · Payroll taxes

    total $419,207 · program services $322,416 · management and general $96,791

  • 11a · Fees: management

    total $1,465,399 · management and general $1,465,399

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,103,829 · program services $873,453 · management and general $230,376

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $367,210 · program services $290,571 · management and general $76,639

  • 14 · Information technology

    total $134,386 · program services $106,339 · management and general $28,047

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $2,532,040 · program services $2,003,588 · management and general $528,452

  • 17 · Travel

    total $50,640 · program services $40,071 · management and general $10,569

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $650 · program services $514 · management and general $136

  • 20 · Interest

    total $3,362 · program services $2,660 · management and general $702

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,643,494 · program services $1,643,494

  • 23 · Insurance

    total $112,262 · program services $17,000 · management and general $95,262

  • 24a · Other expenses: DIETARY SUPPLIES

    total $1,190,812 · program services $1,190,812

  • 24b · Other expenses: REPAIRS/MAINTENANCE

    total $851,749 · program services $851,749

  • 24c · Other expenses: ALLOCATION TO/FR SUBS/PARENT

    total $233,111 · management and general $233,111

  • 24d · Other expenses: PURCHASED SERVICES

    total $329,311 · program services $260,582 · management and general $68,729

  • 24e · All other expenses

    total $355,343 · program services $300,968 · management and general $54,375

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $42,605 · end of year $72,101

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

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

    $58,577,307

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

    $38,402,488

  • 10c · Land, buildings and equipment, net

    beginning of year $21,859,934 · end of year $20,174,819

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $29,448,729 · end of year $28,056,233

  • 17 · Accounts payable and accrued expenses

    beginning of year $808,646 · end of year $830,150

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $43,441 · end of year $35,321

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $50,499,181 · end of year $47,437,682

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

INDEPENDENT AND ASSISTED SENIOR CONGREGATE LIVING (SEE SCHEDULE O)

Activities or mission (Part I)

INDEPENDENT AND ASSISTED SENIOR CONGREGATE LIVING

  • INDEPENDENT AND ASSISTED SENIOR CONGREGATE LIVING (SEE SCHEDULE O)

    Expenses $13,817,944 · Revenue $15,997,331

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DEBORAH BRODINE

    DIRECTOR AND VICE CHAIR

    Total calculated
    $914,727
    From this org
    $0
    From related orgs
    $806,480
    Other
    $108,247
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $368,520 related
    Bonus
    not reported + $385,000 related
    Other
    not reported + $52,960 related
    Deferred
    not reported + $81,335 related
    Nontaxable benefits
    not reported + $26,912 related
    Filer's total
    not reported + $914,727 related

  • MARK BONDI

    PRESIDENT

    Total calculated
    $404,424
    From this org
    $346,797
    From related orgs
    $0
    Other
    $57,627
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,613
    Bonus
    $135,225
    Other
    $5,959
    Deferred
    $28,951
    Nontaxable benefits
    $28,676
    Filer's total
    $404,424

  • DAVID NACE MD

    DIRECTOR

    Total calculated
    $372,564
    From this org
    $0
    From related orgs
    $345,512
    Other
    $27,052
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $277,154 related
    Bonus
    not reported + $21,400 related
    Other
    not reported + $46,958 related
    Deferred
    not reported + $25,871 related
    Nontaxable benefits
    not reported + $1,181 related
    Filer's total
    not reported + $372,564 related

  • ADEYEMI SHODIPO

    RN - Sys Nur Res Ops SRL

    Total calculated
    $233,110
    From this org
    $212,613
    From related orgs
    $0
    Other
    $20,497
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,287
    Bonus
    $0
    Other
    $1,326
    Deferred
    $15,745
    Nontaxable benefits
    $4,752
    Filer's total
    $233,110

  • ROGER DAVIS

    CHIEF OPERATING OFFICER

    Total calculated
    $232,004
    From this org
    $182,703
    From related orgs
    $0
    Other
    $49,301
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,049
    Bonus
    $32,000
    Other
    $654
    Deferred
    $14,752
    Nontaxable benefits
    $34,549
    Filer's total
    $232,004

  • WILLIAM A NIGRO

    CFO AND TREASURER

    Total calculated
    $210,976
    From this org
    $0
    From related orgs
    $185,110
    Other
    $25,866
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $159,677 related
    Bonus
    not reported + $24,900 related
    Other
    not reported + $533 related
    Deferred
    not reported + $18,345 related
    Nontaxable benefits
    not reported + $7,521 related
    Filer's total
    not reported + $210,976 related

  • DANIEL SULLIVAN

    DIRECTOR

    Total calculated
    $190,959
    From this org
    $0
    From related orgs
    $175,625
    Other
    $15,334
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $112,610 related
    Bonus
    not reported
    Other
    not reported + $63,015 related
    Deferred
    not reported + $14,448 related
    Nontaxable benefits
    not reported + $886 related
    Filer's total
    not reported + $190,959 related

  • SHARLOTTE VILLALON

    RN-SWAT SRL

    Total calculated
    $164,680
    From this org
    $141,751
    From related orgs
    $0
    Other
    $22,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,650
    Bonus
    $0
    Other
    $101
    Deferred
    $4,415
    Nontaxable benefits
    $18,514
    Filer's total
    $164,680

  • GEORGE SITON

    RN-SWAT SRL

    Total calculated
    $163,077
    From this org
    $130,642
    From related orgs
    $0
    Other
    $32,435
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,397
    Bonus
    $1,000
    Other
    $245
    Deferred
    $8,119
    Nontaxable benefits
    $24,316
    Filer's total
    $163,077

  • JOHN RIZZO

    Dir, Dietary/House Services SL

    Total calculated
    $160,662
    From this org
    $128,463
    From related orgs
    $0
    Other
    $32,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,163
    Bonus
    $644
    Other
    $1,656
    Deferred
    $14,412
    Nontaxable benefits
    $17,787
    Filer's total
    $160,662

  • SUSAN BELL

    Sr. Project Manager - SRL

    Total calculated
    $157,025
    From this org
    $137,665
    From related orgs
    $0
    Other
    $19,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,790
    Bonus
    $2,679
    Other
    $1,196
    Deferred
    $13,576
    Nontaxable benefits
    $5,784
    Filer's total
    $157,025

  • DANETTE HOFFER R 782022

    DIRECTOR

    Total calculated
    $136,174
    From this org
    $0
    From related orgs
    $115,220
    Other
    $20,954
    Hours/week
    1 + 40 related

  • JEROME SHAFFER

    FORMER DIRECTOR

    Total calculated
    $37,078
    From this org
    $0
    From related orgs
    $33,091
    Other
    $3,987
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported + $31,500 related
    Other
    not reported + $1,591 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $3,987 related
    Filer's total
    not reported + $37,078 related

  • PETER EISENBRANDT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA GROSSMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD HAMILTON

    DIRECTOR AND CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • MARGARET JOY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATALIE E LELAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN WOMACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRYANT WESLEY ESQ

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 40 related

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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)

SCHEDULE J, PART 1, QUEST. 4A
CERTAIN PERSONS AS DISCLOSED IN PART II WERE PROVIDED SEVERANCE OR SEPARATION PAYMENTS AS CONTRACTUALLY PROVIDED FOR PER UPMC'S COMPENSATION POLICY. THESE PAYMENTS ARE PROPERLY REPORTED IN PART II, COLUMN (B).
SCHEDULE J, PART 1, QUEST. 4B
ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS DISCLOSED WITHIN THE TOTAL AMOUNT 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 MULTI YEAR 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 THE 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 CURRENT INCOME FOR FICA TAXATION AND REPORTING PURPOSES, THIS BENEFIT, WHICH GENERALLY HAS BEEN EARNED OVER THE EMPLOYEES' 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.
SCHEDULE J, PART 1, QUEST. 7
UPMC SENIOR COMMUNITIES, INC. PROVIDES INCENTIVE COMPENSATION AS PART OF ITS TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES. THIS COMPONENT IS BASED UPON THE ACCOMPLISHMENT OF PREDETERMINED PERFORMANCE GOALS AND OBJECTIVES WHICH FOCUS ON THE ACHIEVEMENT OF MULTIPLE ANNUAL AND THREE YEAR INDIVIDUAL AND GROUP PERFORMANCE CRITERIA IN THE CONTEXT OF APPROPRIATE RISK TAKING. THESE CRITERIA DIRECTLY SUPPORT UPMC SENIOR COMMUNITIES MISSION AND INCLUDE: PATIENT QUALITY AND SATISFACTION, COMMUNITY BENEFITS, OPERATIONAL AND FINANCIAL STRENGTH, LEADERSHIP DEVELOPMENT, AND STRATEGIC BUSINESS INITIATIVES AMONG OTHERS.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
20 March 2024
IRS schema version
2022v5.0
Source object
202420809349300747

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