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Nonprofiteer
← UPMC SENIOR COMMUNITIES INC

Form 990 for tax year 2024

Filed by UPMC SENIOR COMMUNITIES INC.

Totals

Total revenue
$10,215,405
Total expenses
$7,923,516
Contributions and grants received
$139,626
Grants paid
$0
Program service revenue
$8,759,771
Investment income
$1,316,008
Other revenue
$0
Total assets, end of year
$48,109,317
Total liabilities, end of year
$917,376
Net assets or fund balances, end of year
$47,191,941
Program services expenses (Part IX)
$5,552,317
Management and general expenses
$2,371,199
Fundraising expenses
$0
Program service expenses (Part III)
$5,552,317

Program services were 70.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EILEEN SIMMONS J 121724

    DIRECTOR & TREASURER

    Total calculated
    $1,207,488
    From this org
    $0
    From related orgs
    $1,064,182
    Other
    $143,306
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $487,183 related
    Bonus
    not reported + $495,000 related
    Other
    not reported + $81,999 related
    Deferred
    not reported + $123,100 related
    Nontaxable benefits
    not reported + $20,206 related
    Filer's total
    not reported + $1,207,488 related

  • DEBORAH BRODINE

    DIRECTOR AND PRESIDENT

    Total calculated
    $1,060,134
    From this org
    $0
    From related orgs
    $907,842
    Other
    $152,292
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $469,471 related
    Bonus
    not reported + $365,000 related
    Other
    not reported + $73,371 related
    Deferred
    not reported + $118,450 related
    Nontaxable benefits
    not reported + $33,842 related
    Filer's total
    not reported + $1,060,134 related

  • BRYANT WESLEY ESQ

    SECRETARY

    Total calculated
    $585,738
    From this org
    $0
    From related orgs
    $515,322
    Other
    $70,416
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $285,649 related
    Bonus
    not reported + $196,000 related
    Other
    not reported + $33,673 related
    Deferred
    not reported + $69,708 related
    Nontaxable benefits
    not reported + $708 related
    Filer's total
    not reported + $585,738 related

  • MARK BONDI R 121724

    PRESIDENT

    Total calculated
    $520,155
    From this org
    $488,670
    From related orgs
    $0
    Other
    $31,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,878
    Bonus
    $253,875
    Other
    $103,917
    Deferred
    $0
    Nontaxable benefits
    $31,485
    Filer's total
    $520,155

  • DAVID NACE MD

    DIRECTOR

    Total calculated
    $372,646
    From this org
    $0
    From related orgs
    $338,540
    Other
    $34,106
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $286,944 related
    Bonus
    not reported + $2,800 related
    Other
    not reported + $48,796 related
    Deferred
    not reported + $32,727 related
    Nontaxable benefits
    not reported + $1,379 related
    Filer's total
    not reported + $372,646 related

  • WILLIAM A NIGRO R 121724

    CFO AND TREASURER

    Total calculated
    $233,979
    From this org
    $0
    From related orgs
    $225,879
    Other
    $8,100
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $116,292 related
    Bonus
    not reported + $108,641 related
    Other
    not reported + $946 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $8,100 related
    Filer's total
    not reported + $233,979 related

  • ROGER DAVIS

    CHIEF OPERATING OFFICER

    Total calculated
    $217,907
    From this org
    $193,194
    From related orgs
    $0
    Other
    $24,713
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $46,312
    Bonus
    $146,700
    Other
    $182
    Deferred
    $905
    Nontaxable benefits
    $23,808
    Filer's total
    $217,907

  • DANIEL SULLIVAN R 121724

    DIRECTOR

    Total calculated
    $183,140
    From this org
    $0
    From related orgs
    $163,423
    Other
    $19,717
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $110,110 related
    Bonus
    not reported
    Other
    not reported + $53,313 related
    Deferred
    not reported + $18,816 related
    Nontaxable benefits
    not reported + $901 related
    Filer's total
    not reported + $183,140 related

  • NICOLE ROSS

    REGIONAL DIR, NURSING OPS-SRC

    Total calculated
    $179,305
    From this org
    $149,402
    From related orgs
    $0
    Other
    $29,903
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,322
    Bonus
    $4,903
    Other
    $177
    Deferred
    $12,582
    Nontaxable benefits
    $17,321
    Filer's total
    $179,305

  • JOHN RIZZO

    Dir, Dietary/House Services SL

    Total calculated
    $175,378
    From this org
    $138,392
    From related orgs
    $0
    Other
    $36,986
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,813
    Bonus
    $800
    Other
    $1,779
    Deferred
    $18,543
    Nontaxable benefits
    $18,443
    Filer's total
    $175,378

  • RACHEL BARTO

    REGIONAL DIR, NURSING OPS-SRC

    Total calculated
    $167,579
    From this org
    $137,049
    From related orgs
    $0
    Other
    $30,530
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $93,110
    Bonus
    $0
    Other
    $43,939
    Deferred
    $6,755
    Nontaxable benefits
    $23,775
    Filer's total
    $167,579

  • ANGELA BORGO

    SR. DIR. QUALITY & COMPLIANCE

    Total calculated
    $167,044
    From this org
    $153,910
    From related orgs
    $0
    Other
    $13,134
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,056
    Bonus
    $13,422
    Other
    $432
    Deferred
    $11,517
    Nontaxable benefits
    $1,617
    Filer's total
    $167,044

  • SUSAN BELL

    Sr. Project Manager - SRL

    Total calculated
    $165,820
    From this org
    $142,242
    From related orgs
    $0
    Other
    $23,578
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,529
    Bonus
    $1,474
    Other
    $1,239
    Deferred
    $16,654
    Nontaxable benefits
    $6,924
    Filer's total
    $165,820

  • PETER EISENBRANDT R 121724

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA GROSSMAN R 121724

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD HAMILTON

    DIRECTOR AND CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • MARGARET JOY

    DIRECTOR & CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • NATALIE E LELAND R 121724

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN WOMACK R 121724

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
2024
Filed
16 April 2026
IRS schema version
2024v5.2
Source object
202621289349301027

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