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← UNIVERSITY EXTENDED CARE INC

Form 990 for tax year 2022

Filed by UNIVERSITY EXTENDED CARE INC.

What the amendment changed

Compared with the return it replaced , filed 15 May 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$16,899,441 changed to $22,551,939
Total expenses
$11,172,529 changed to $25,287,036
Contributions and grants received
$95,854 changed to $0
Program service revenue
$15,693,648 changed to $22,547,799
Investment income
$19 changed to $0
Other revenue
$1,109,920 changed to $4,140
Total assets, end of year
$55,085,924 changed to $62,990,331
Total liabilities, end of year
$3,218,996 changed to $3,728,640
Net assets or fund balances, end of year
$51,866,928 changed to $59,261,691
Program services expenses
$9,738,306 changed to $21,505,259
Management and general expenses
$1,434,223 changed to $3,781,777
Program service expenses (Part III)
$9,738,306 changed to $21,505,259

Listed only on the earlier return

  • CHARLIE BROWN MD

Listed only on the later return

  • CHARLES L BROWN MD
  • DAWN C BRUCE
  • ELIZABETH LEDDY
  • ERICA DUGGER
  • KATHY HOLTON
  • LILY J HENSON MD
  • PAULA SAMUELS
  • REGINA HARRISON
  • SLOAN MAES
  • THOMAS ARNOLD

Listed under a different title

  • EUGENE F MCMANUS: VICE CHAIRMAN then BOARD MEMBER/VICE CHAIR
  • HUGH L HAMILTON: BOARD CHAIRMAN then BOARD MEMBER/CHAIR
  • JAMES R DAVIS: CEO then CEO (UNTIL 12/2022)

Totals

Total revenue
$22,551,939
Total expenses
$25,287,036
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$22,547,799
Investment income
$0
Other revenue
$4,140
Total assets, end of year
$62,990,331
Total liabilities, end of year
$3,728,640
Net assets or fund balances, end of year
$59,261,691
Program services expenses (Part IX)
$21,505,259
Management and general expenses
$3,781,777
Fundraising expenses
$0
Program service expenses (Part III)
$21,505,259

Program services were 85.0% 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.

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $22,523,230 · related or exempt $22,523,230

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $24,569 · related or exempt $24,569

  • 3 · Investment income

    total $0 · unrelated business $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

  • 11a · Other revenue: CAFETERIA SALES

    total $4,140 · excluded $4,140

  • 11e · Other revenue, total

    $4,140

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 $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,401,097 · program services $5,488,941 · management and general $912,156

  • 8 · Pension plan contributions

    total $48,237 · program services $41,363 · management and general $6,874

  • 9 · Other employee benefits

    total $1,640,795 · program services $1,406,982 · management and general $233,813

  • 10 · Payroll taxes

    total $452,393 · program services $387,927 · management and general $64,466

  • 11a · Fees: management

    total $1,605 · program services $1,605

  • 11b · Fees: legal

    total $13,381 · program services $13,381

  • 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 $10,910,061 · program services $9,355,377 · management and general $1,554,684

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $764,459 · program services $655,524 · management and general $108,935

  • 14 · Information technology

    total $35,171 · program services $30,159 · management and general $5,012

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,476,009 · program services $1,265,678 · management and general $210,331

  • 17 · Travel

    total $2,357 · program services $2,021 · management and general $336

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $203,857 · program services $203,857

  • 23 · Insurance

    total $670,922 · management and general $670,922

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $540,805 · program services $540,805 · fundraising $0

  • 24b · Other expenses: DRUGS & MEDICAL SUPPLIES

    total $975,157 · program services $975,157

  • 24c · Other expenses: HOSPITAL TAX

    total $1,050,747 · program services $1,050,747

  • 24d · Other expenses: OTHER ADMINISTRATIVE EXPENSES

    total $99,983 · program services $85,735 · management and general $14,248

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,069,393 · end of year $13,770,863

  • 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 $1,101,528 · end of year $999,305

  • 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 $148,839 · end of year $254,749

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

    $857,775

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

    $119,523

  • 10c · Land, buildings and equipment, net

    beginning of year $2,574,779 · end of year $738,252

  • 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 $38,191,385 · end of year $47,227,162

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,070,289 · end of year $3,725,938

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $138,746 · end of year $0

  • 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 $9,961 · end of year $2,702

  • 27 · Net assets without donor restrictions

    beginning of year $51,866,928 · end of year $59,261,691

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

TO PROVIDE COMPETENT AND COMPASSIONATE CARE TO MEET THE HEALTH CARE NEEDS OF THE ELDERLY AND DISABLED. THE GOAL IS TO MAINTAIN THE PRESENT LEVEL OF FUNCTION IN THE PATIENT AND TRY TO IMPROVE THE ABILITY OF PATIENTS TO ASSIST WITH THE ROUTINE DAILY CARE IN A CONTROLLED SETTING.

Activities or mission (Part I)

PROVIDE COMPETENT AND COMPASSIONATE CARE TO MEET THE HEALTH CARE NEEDS OF THE ELDERLY AND DISABLED.

  • University Extended Care ("PEC") owns two facilities. The Kentwood facility has 100 skilled nursing beds. The Westwood facility has 149 beds which includes an Alzheimer's unit and a wing designed for orthopedic and cardiac patient rehabilitation. The combined PEC facilities experienced an occupancy of 73.95%. System wide, resident days totaled 67,212.

    Expenses $21,505,259 · Revenue $22,547,799

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

Listed in Part VII

  • KEVIN BROWN

    BOARD MEMBER

    Total calculated
    $3,608,546
    From this org
    $0
    From related orgs
    $3,185,079
    Other
    $423,467
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,586,846 related
    Bonus
    $0 + $1,024,812 related
    Other
    $0 + $573,421 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,793 related
    Filer's total
    $0 + $3,206,872 related

  • JAMES R DAVIS

    CEO (UNTIL 12/2022)

    Total calculated
    $1,628,923
    From this org
    $0
    From related orgs
    $1,604,305
    Other
    $24,618
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $871,554 related
    Bonus
    $0 + $323,575 related
    Other
    $0 + $409,176 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,604,305 related

  • ELIZABETH LEDDY

    SECRETARY/CLO PHC

    Total calculated
    $1,528,196
    From this org
    $0
    From related orgs
    $1,389,485
    Other
    $138,711
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $547,780 related
    Bonus
    $0 + $295,524 related
    Other
    $0 + $546,181 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,761 related
    Filer's total
    $0 + $1,410,246 related

  • CHARLES L BROWN MD

    BOARD MEMBER

    Total calculated
    $1,309,125
    From this org
    $0
    From related orgs
    $1,170,962
    Other
    $138,163
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $657,588 related
    Bonus
    $0 + $322,611 related
    Other
    $0 + $190,763 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,989 related
    Filer's total
    $0 + $1,190,951 related

  • THOMAS ARNOLD

    TREASURER/CFO PHC

    Total calculated
    $1,304,185
    From this org
    $0
    From related orgs
    $1,173,444
    Other
    $130,741
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $640,918 related
    Bonus
    $0 + $356,487 related
    Other
    $0 + $176,039 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,644 related
    Filer's total
    $0 + $1,189,088 related

  • DAVID A BELKOSKI

    CFO

    Total calculated
    $850,690
    From this org
    $0
    From related orgs
    $831,457
    Other
    $19,233
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,973 related
    Bonus
    $0 + $238,280 related
    Other
    $0 + $72,204 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $831,457 related

  • ELIZABETH R GALLUP

    COO ACUTE CARE SERVICES

    Total calculated
    $780,596
    From this org
    $0
    From related orgs
    $756,341
    Other
    $24,255
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $541,643 related
    Bonus
    $0 + $174,178 related
    Other
    $0 + $40,520 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $756,341 related

  • LILY J HENSON MD

    CEO (AS OF 1/2023)

    Total calculated
    $735,483
    From this org
    $0
    From related orgs
    $642,511
    Other
    $92,972
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $435,927 related
    Bonus
    $0 + $152,198 related
    Other
    $0 + $54,386 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,431 related
    Filer's total
    $0 + $650,942 related

  • BARRY J JENKINS

    CMO

    Total calculated
    $639,869
    From this org
    $0
    From related orgs
    $628,797
    Other
    $11,072
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,855 related
    Bonus
    $0 + $160,751 related
    Other
    $0 + $50,191 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $628,797 related

  • EDWARD L BURR

    CAO

    Total calculated
    $413,179
    From this org
    $0
    From related orgs
    $409,253
    Other
    $3,926
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $75,799 related
    Bonus
    $0 + $64,890 related
    Other
    $0 + $268,564 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $409,253 related

  • DANIEL H BOONE MD

    BOARD MEMBER

    Total calculated
    $318,840
    From this org
    $0
    From related orgs
    $298,272
    Other
    $20,568
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,830 related
    Bonus
    $0 + $13,000 related
    Other
    $0 + $27,442 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $298,272 related

  • SLOAN MAES

    DIRECTOR OF PEC

    Total calculated
    $179,727
    From this org
    $0
    From related orgs
    $167,759
    Other
    $11,968
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $149,066 related
    Bonus
    $0 + $15,402 related
    Other
    $0 + $3,291 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $167,759 related

  • ERICA DUGGER

    ADMINISTRATOR

    Total calculated
    $136,087
    From this org
    $122,549
    From related orgs
    $0
    Other
    $13,538
    Hours/week
    50

  • DAWN C BRUCE

    ADMINISTRATOR

    Total calculated
    $126,226
    From this org
    $83,084
    From related orgs
    $39,185
    Other
    $3,957
    Hours/week
    50

  • KATHY HOLTON

    LPN

    Total calculated
    $119,186
    From this org
    $110,212
    From related orgs
    $0
    Other
    $8,974
    Hours/week
    50

  • JAMES C SHERMAN MD

    BOARD MEMBER

    Total calculated
    $117,698
    From this org
    $0
    From related orgs
    $117,698
    Other
    $0
    Hours/week
    1 + 51 related

  • PAULA SAMUELS

    LPN

    Total calculated
    $115,108
    From this org
    $103,973
    From related orgs
    $0
    Other
    $11,135
    Hours/week
    50

  • HUGH L HAMILTON

    BOARD MEMBER/CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EUGENE F MCMANUS

    BOARD MEMBER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILLIAM P DOUPE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERRY D ELAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LEVI W HILL IV

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SANFORD LOYD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BECKY SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EDWARD TARVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • REGINA HARRISON

    BOARD MEMBER/AST. SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 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

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

Schedule J, Part I, Line 1A: Other Compensation Items
Thomas Arnold, Elizabeth Leddy, Lily Henson, and Charles Brown received a discretionary spending account totaling $12,000, a fixed amount determined by their job level. Kevin Brown received a discretionary spending account totaling $37,700. This spending account was included in their taxable wages.
Schedule J, Part I, Line 3: Compensation of the CEO/Executive Director
The compensation for the president/CEO of UNIVERSITY EXTENDED CARE, INC. is set by the entity's parent, Piedmont Healthcare, Inc. Please see the Schedule O narrative for Form 990, Part VI, Section B, Line 15A & 15B for additional information.
Schedule J, Part I, Line 4B: Supplemental compensation information
The following individuals received payments from their supplemental executive retirement plans: Thomas Arnold: $96,797 Elizabeth Leddy: $490,447 Kevin Brown: $383,374 Charles Brown: $99,874 Lily Henson participated in a supplemental nonqualified retirement plan but did not receive a current year payment. The following individuals received a CAA redemption: James Davis: $339,489 Edward Burr: $7,000 These payments are included in the total reported on Form 990, Part VII as reportable compensation or other compensation, and have been included in the individuals' W-2. The following individuals received a Roth IUL payment: Dave Belkoski: $67,440 Elizabeth Gallup: $53,517 Barry Jenkins: $40,000 These payments are included in the total reported on Form 990, Part VII as reportable compensation or other compensation, and have been included in the individuals' W-2.
Schedule J, Part I, Line 7: Non-fixed payments
Certain employees participated in an "annual incentive plan" under which they received non-fixed bonus payments based on job level and several different performance metrics.

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.

  • GA SURG CTR PCHTREE

    NONE · SURGERY · GA · share of income $0 · share of assets $0

    Directly controlled by NA

  • ORTHOATL SURG FAYET

    NONE · SURGERY · GA · share of income $0 · share of assets $0

    Directly controlled by NA

  • ATHENS ASC HOLDINGS

    NONE · SURGERY · GA · share of income $0 · share of assets $0

    Directly controlled by NA

  • COLUMBUS DIAG IMAG

    NONE · IMAGING · GA · share of income $0 · share of assets $0

    Directly controlled by NA

  • THE SURGERY CTR LLC

    NONE · SURGERY · GA · share of income $0 · share of assets $0

    Directly controlled by NA

  • PIED ENCOMPASS REHAB

    NONE · HEALTHCARE · DE · share of income $0 · share of assets $0

    Directly controlled by NA

  • COLISEUM SAME DAY

    NONE · SURGERY · GA · share of income $0 · share of assets $0

    Directly controlled by NA

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202441359349307514

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