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← PRESBYTERIAN SENIORCARE

Form 990 for tax year 2022

Filed by PRESBYTERIAN SENIORCARE.

Totals

Total revenue
$27,529,614
Total expenses
$25,274,068
Contributions and grants received
$2,617,644
Grants paid
$0
Program service revenue
$23,596,961
Investment income
$1,315,009
Other revenue
$0
Total assets, end of year
$77,516,262
Total liabilities, end of year
$24,208,971
Net assets or fund balances, end of year
$53,307,291
Program services expenses (Part IX)
$14,496,345
Management and general expenses
$10,777,723
Fundraising expenses
$0
Program service expenses (Part III)
$14,496,345

Program services were 57.4% 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)

    $112,958

  • 1f · All other contributions, gifts and grants

    $2,504,686

  • 2a · Program service revenue: Net resident service revenues

    total $14,702,875 · related or exempt $14,702,875

  • 2b · Program service revenue: Management services

    total $8,488,180 · related or exempt $8,488,180

  • 2c · Program service revenue: Other operating revenues

    total $405,906 · related or exempt $405,906

  • 3 · Investment income

    total $1,344,869 · excluded $1,344,869

  • 7a · Gross sales of assets other than inventory

    securities $279,598

  • 7b · Less cost or other basis and sales expenses

    securities $309,458

  • 7c · Gain or loss

    securities -$29,860

  • 7d · Net gain or loss

    total -$29,860 · related or exempt -$29,860

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $11,545,918 · program services $5,409,872 · management and general $6,136,046

  • 8 · Pension plan contributions

    total $345,989 · program services $143,430 · management and general $202,559

  • 9 · Other employee benefits

    total $1,277,275 · program services $646,564 · management and general $630,711

  • 10 · Payroll taxes

    total $844,962 · program services $405,656 · management and general $439,306

  • 11b · Fees: legal

    total $258,220 · management and general $258,220

  • 11c · Fees: accounting

    total $45,800 · management and general $45,800

  • 11g · Fees: other

    total $4,414,943 · program services $3,268,476 · management and general $1,146,467

  • 12 · Advertising and promotion

    total $1,140,378 · management and general $1,140,378

  • 13 · Office expenses

    total $297,757 · management and general $297,757

  • 16 · Occupancy

    total $803,692 · program services $758,953 · management and general $44,739

  • 20 · Interest

    total $692,559 · program services $690,069 · management and general $2,490

  • 22 · Depreciation, depletion and amortization

    total $1,641,596 · program services $1,459,866 · management and general $181,730

  • 23 · Insurance

    total $197,312 · management and general $197,312

  • 24a · Other expenses: Dietary Supplies

    total $711,024 · program services $676,318 · management and general $34,706

  • 24b · Other expenses: Repairs and Maintenance

    total $537,561 · program services $518,059 · management and general $19,502

  • 24c · Other expenses: Medical Supplies

    total $519,082 · program services $519,082

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,311,224 · end of year $806,564

  • 2 · Savings and temporary cash investments

    beginning of year $5,083,455 · end of year $4,535,499

  • 4 · Accounts receivable

    beginning of year $354,031 · end of year $450,288

  • 9 · Prepaid expenses and deferred charges

    beginning of year $702,104 · end of year $325,451

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

    $50,629,356

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

    $28,544,309

  • 10c · Land, buildings and equipment, net

    beginning of year $21,383,828 · end of year $22,085,047

  • 11 · Investments: publicly traded securities

    beginning of year $28,540,424 · end of year $23,220,219

  • 13 · Investments: program-related

    beginning of year $2,000,349 · end of year $2,352,814

  • 15 · Other assets

    beginning of year $30,563,767 · end of year $23,740,380

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,086,360 · end of year $3,870,508

  • 20 · Tax-exempt bond liabilities

    beginning of year $20,405,665 · end of year $19,380,101

  • 25 · Other liabilities

    beginning of year $1,932,017 · end of year $958,362

  • 27 · Net assets without donor restrictions

    beginning of year $38,975,192 · end of year $34,088,612

  • 28 · Net assets with donor restrictions

    beginning of year $24,539,948 · end of year $19,218,679

Mission and programs · 2022

Mission

Non-profit regional network providing a continuum of living and care options for older adults. Presbyterian SeniorCare also acts as the management company for a network of non-profit healthcare entities.

Activities or mission (Part I)

Non-profit regional network providing a continuum of living and care options for older adults.In addition to Westminster Place, Woodside Place of Oakmont, Southminster Place and Woodside Place of Washington, three personal care facilities and one assisted living that it owns, Presbyterian SeniorCare is sole member of numerous nonprofit membership corporations providing a regional system of housing, personal care, dementia care, long-term and rehabilitation healthcare, and community services for older adults. It also manages of multiple affordable housing communities serving persons with disabilities and low-income seniors through a service-enriched model that supports aging in place and minimizes the need for institutional care. Presbyterian SeniorCare provides charitable care to the seniors it serves who are no longer able to pay for their care. In 2022 across its regional network, it provided a combined total of $30.4 million in benevolent (charitable) and uncompensated care.

  • For older adults who cannot live alone but don't need nursing home care, we offer personal care in three facilities - Westminster Place, Woodside Place of Oakmont and Southminster Place and assisted living at Woodside Place of Washington - bringing together modern residential living options with caring and professional staff who provide assistance with daily tasks and create opportunities for socialization. We served approximately 300 elderly residents in these four facilities, subsidizing about $2,600,000 of care for individuals who could no longer afford to pay.These personal care/assisted living facilities are part of the Presbyterian SeniorCare Network which serves more than 6,500 older adults annually through over 50 communities/services across 10 western Pennsylvania counties. Presbyterian SeniorCare has been instrumental in developing, and is the sole member of, numerous not-for-profit membership corporations that provide older adults with living and service options including: a regional system of housing for low income seniors and persons with disabilities, personal care, assisted living, dementia care, long-term and rehabilitation healthcare, and home health, and community services for older adults. Additionally, in collaboration with UPMC, we are a sponsor of Community LIFE, a non-profit program that provides comprehensive health and social services to approximately 600 frail, elderly adults so that they can continue to live in their homes. Presbyterian SeniorCare strives to participate with the provider networks of all of the major insurers and health systems in the markets we serve.The Internal Revenue Service has determined that Presbyterian SeniorCare is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. However, as a responsible corporate citizen, Presbyterian SeniorCare gives back to its local communities through promotion of health and wellness efforts, education and training programs, financial and in-kind donations, and special projects. Guided by its faith-based not-for-profit mission, Presbyterian SeniorCare provides nearly $3 million in benevolent care annually to residents in our personal care/assisted living communities who no longer have the means to pay. In 2022, across its regional network, it provided a combined total of $30.4 million in benevolent and uncompensated care.Based upon the development of Woodside Place in 1991, Presbyterian SeniorCare created the Woodside Program, a model of Alzheimer's and dementia care embraced by others, including the skilled nursing communities and Adult Day programs in our regional network. Today Presbyterian SeniorCare is recognized as a Dementia Care Center of Excellence and is partnering in the training of hospital emergency department staff and first responders.Recognizing the pervasiveness of cognitive impairment among older adults, all employees since 2015, including even those who were not direct caregivers, receive dementia-specific training and is certified through CARES. Additionally, direct care givers complete an immersion experience that is over and above the training provided to all employees. Additionally, Presbyterian SeniorCare has developed Dementia360, which completed its grant-funded phase in December 2020, and launched its fee-for-service program in 2021. Dementia360 extends dementia care management into the home setting to support family caregivers who are caring for persons with Alzheimer's disease and related dementias. The program aims to prevent unnecessary hospitalizations and delay nursing home placement while enhancing the quality of life for both the person living with the disease and the caregiver. In keeping with our person-centered care philosophy, our 7 skilled nursing communities have been transformed from the traditional institutional setting and medical model of yesteryear to home-like environments that deliver personalized care with an emphasis on enhancing quality of life. More than 50% of persons served annually are covered by Medical Assistance. As a Center of Rehab Excellence, Presbyterian SeniorCare developed the MyLife Program, a holistic approach to recovery, which includes the physical environment, the delivery of hospitality and personalized clinical care provided by an expert team that gets patients back home and back to their life.We support older adults wherever they are on life's journey- from low to moderate income supportive housing to programs for those who wish to stay at home. Presbyterian SeniorCare is the sponsor of multiple supportive and affordable housing communities serving persons with disabilities and low-income seniors through a service-enriched model that supports aging in place and delays/prevents the need for institutional care. Additionally, through its management affiliate, SeniorCare Network, it provides management services to multiple low-income housing communities and a program serving 11 counties in western Pennsylvania called SeniorCare Management Assistance (SCMAF), which provides housing assistance and related supportive services to help homeless or at-risk low-income persons living with HIV/AIDS and their families achieve housing stability. In 2016, its affiliate, Presbyterian SeniorCare at Home, launched a Home Health Agency under the brand - Presbyterian SeniorCare Home Health - to further enhance choices for care.Its affiliate, Envisage Life, is only 1 of 2 of western Pennsylvania's licensed Continuing Care at Home program. This membership service is a way for people who are healthy today to maintain their current lifestyle but also put a plan in place for the future so quality care and support will be there if and when they need it.In 2002, Presbyterian SeniorCare began a deep collaboration with Family Hospice to develop Woodwell, a comprehensive program of care and supportive services for older adults facing life-limiting illnesses who reside in our communities. In 2007, the Woodwell Program received the national 2007 American Hospital Association Circle of Life Award as an innovative model of hospice care within a long-term care setting. In 2015, a formal partnership was established between Family Hospice, Presbyterian SeniorCare and UPMC to enable high quality hospice services to reach the broader western Pennsylvania community.The footprint of Presbyterian SeniorCare expanded when the Commonwealth of Pennsylvania Attorney General's Office reviewed and had no objection to an affiliation with Presbyterian Homes of Lake Erie in March 2015, and with Shenango Presbyterian SeniorCare in New Wilmington, PA in January 2016, which has been rebranded as Shenango on the Green. Since its inception in 1928, Presbyterian SeniorCare has been committed to service excellence and Making Aging Easier for older adults and their families. Built upon the principles of "servant leadership," we are dedicated to investing in our people and promoting a standard of care and personalization that focuses on the highest quality of care possible. In 2016, the Presbyterian SeniorCare Network was among the first aging services organizations in the U.S. to have achieved CARF accreditation in six different areas. In addition to being awarded a Five-Year Term of Accreditation for meeting the "Network" standards for senior services and living options, the Presbyterian SeniorCare Network also achieved accreditation in five additional program areas certified by CARF: Continuing Care Retirement Communities (CCRCs), Assisted Living, Person-Centered Long-Term Care Communities (PCLTCC), Home and Community Services, and Dementia Care Specialty Program.Beginning in 2013, a deliberate multi-year, multi-phase education and awareness effort was launched to foster diversity, equity and inclusion so our Network will be ready to serve an increasingly diverse aging population and to appropriately engage and support an increasingly diverse workforce. Based upon a generous local foundation grant, Presbyterian SeniorCare developed a career pathways program in collaboration with middle and high schools to create awareness of healthcare careers in senior services and long-term care. In 2018, two programs were piloted at the Oakmont and Washington campuses: The Youth Engagement Pathways (YEP) summer volunteer program for teens 13 to 16 and the High School Career Pathways program, a curriculum-based initiative in partnership with three Pittsburgh Public Schools (Carrick, Perry and Westinghouse) and in Washington County, Trinity High School and Western Area Career and Technology Center (WACTC). The High School Career Pathways Program, includes our High Impact Program (HIP) Skillz Communication Series, monthly-health-career seminars, job-shadowing field trips, and mentorship program.

    Expenses $14,496,345 · Revenue $15,108,781

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

Listed in Part VII

  • Melonie R Jackson

    Director

    Total calculated
    $0
    Hours/week
    1

  • William J Bates

    Director and Chair

    Total calculated
    $0
    Hours/week
    2

  • Joan L Massella

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jay T Carson

    Director

    Total calculated
    $0
    Hours/week
    1

  • John G Dorman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Frederick G Fiedler

    Director

    Total calculated
    $0
    Hours/week
    1

  • Julian E Gray Esq

    Director

    Total calculated
    $0
    Hours/week
    1

  • David J Lowe

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael W Luckett

    Director

    Total calculated
    $0
    Hours/week
    1

  • Darlene Y Motley

    Director

    Total calculated
    $0
    Hours/week
    1

  • Thomas D Pratt

    Director and Vice-Chair

    Total calculated
    $0
    Hours/week
    1

  • Rosanne C Saunders

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sandra R Tomlinson

    Director

    Total calculated
    $0
    Hours/week
    1

  • James B Pieffer

    Director and President

    Total calculated
    $411,257
    From this org
    $378,555
    From related orgs
    $0
    Other
    $32,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $378,555
    Bonus
    $0
    Other
    $0
    Deferred
    $12,200
    Nontaxable benefits
    $20,502
    Filer's total
    $411,257

  • Todd R Boslau

    Senior VP and Chief Financial Officer

    Total calculated
    $290,476
    From this org
    $259,908
    From related orgs
    $0
    Other
    $30,568
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,908
    Bonus
    $0
    Other
    $0
    Deferred
    $10,384
    Nontaxable benefits
    $20,184
    Filer's total
    $290,476

  • Celeste Golonski

    Senior VP and Chief Strategy Officer

    Total calculated
    $219,900
    From this org
    $209,507
    From related orgs
    $0
    Other
    $10,393
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,507
    Bonus
    $0
    Other
    $0
    Deferred
    $8,326
    Nontaxable benefits
    $2,067
    Filer's total
    $219,900

  • Tanya Ulrich

    VP and Chief Human Resourc

    Total calculated
    $194,134
    From this org
    $178,681
    From related orgs
    $0
    Other
    $15,453
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,681
    Bonus
    $0
    Other
    $0
    Deferred
    $7,103
    Nontaxable benefits
    $8,350
    Filer's total
    $194,134

  • Elizabeth Thompson

    Corporate Secretary

    Total calculated
    $110,352
    From this org
    $87,897
    From related orgs
    $0
    Other
    $22,455
    Hours/week
    40

  • Bobbi Jo Haden

    Vice President, Retirement

    Total calculated
    $237,449
    From this org
    $219,817
    From related orgs
    $0
    Other
    $17,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,817
    Bonus
    $0
    Other
    $0
    Deferred
    $8,757
    Nontaxable benefits
    $8,875
    Filer's total
    $237,449

  • Roberta Gray

    Vice President, Care Commu

    Total calculated
    $191,693
    From this org
    $176,379
    From related orgs
    $0
    Other
    $15,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,379
    Bonus
    $0
    Other
    $0
    Deferred
    $6,971
    Nontaxable benefits
    $8,343
    Filer's total
    $191,693

  • Stacie Borneman

    Director, Marketing and Co

    Total calculated
    $214,517
    From this org
    $198,461
    From related orgs
    $0
    Other
    $16,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,461
    Bonus
    $11,000
    Other
    $0
    Deferred
    $7,665
    Nontaxable benefits
    $8,391
    Filer's total
    $214,517

  • Jackie Flanagan

    Director, Foundation

    Total calculated
    $175,529
    From this org
    $162,414
    From related orgs
    $0
    Other
    $13,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,414
    Bonus
    $0
    Other
    $0
    Deferred
    $6,110
    Nontaxable benefits
    $7,005
    Filer's total
    $175,529

  • Greg Malisky

    Vice President, Supply Cha

    Total calculated
    $164,933
    From this org
    $151,874
    From related orgs
    $0
    Other
    $13,059
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,874
    Bonus
    $0
    Other
    $0
    Deferred
    $6,065
    Nontaxable benefits
    $6,994
    Filer's total
    $164,933

  • Willis Hull

    Director of Sales

    Total calculated
    $169,959
    From this org
    $158,633
    From related orgs
    $0
    Other
    $11,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,633
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,326
    Filer's total
    $169,959

  • Paul Peterson

    Executive Director, Longwo

    Total calculated
    $183,820
    From this org
    $159,015
    From related orgs
    $0
    Other
    $24,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,015
    Bonus
    $0
    Other
    $0
    Deferred
    $6,345
    Nontaxable benefits
    $18,460
    Filer's total
    $183,820

  • Shawn Shuman

    Executive Director, Center for Innovation and Care

    Total calculated
    $159,863
    From this org
    $159,079
    From related orgs
    $0
    Other
    $784
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,079
    Bonus
    $10,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $784
    Filer's total
    $159,863

  • Paul Winkler

    Retired, Former Director a

    Total calculated
    $511,384
    From this org
    $0
    From related orgs
    $0
    Other
    $511,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $510,896
    Nontaxable benefits
    $488
    Filer's total
    $511,384

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 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4b
Paul Winkler, Retired CEO - $510,896 Susan Dachille, Retired Compliance Officer - $101,210

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • Seniorcare Development Support LLC

    Guarantor of Low Income Housing Tax Credit property · PA

    Directly controlled by Presbyterian Seniorcare

  • East Pittsburgh Development Support LLC

    Guarantor of Low Income Housing Tax Credit property · PA

    Directly controlled by Presbyterian Seniorcare

  • Fairmont SH LLC

    Limited partner of Low Income Housing Tax credit property for the elderly · PA

    Directly controlled by Presbyterian Seniorcare

  • North Aiken SH LLC

    Limited partner of Low Income Housing Tax credit property for the elderly · PA

    Directly controlled by Presbyterian Seniorcare

  • PSCN - Senior Housing LLC

    Limited partner of Low Income Housing Tax credit property for the elderly · PA

    Directly controlled by Presbyterian Seniorcare

Related partnerships

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

  • Fairmont Apartments Limited Partnership

    Related · Low Income Housing Tax Credit property for the elderly · PA · 0.01% owned · general or managing partner

    Directly controlled by Presbyterian SeniorCare

  • North Aiken Senior Housing LP

    Related · Low Income Housing Tax Credit property for the elderly · PA · 0.01% owned · general or managing partner

    Directly controlled by Presbyterian SeniorCare

  • East End Senior Housing LLC

    Related · Low Income Housing Tax Credit property for the elderly · PA · 99.98% owned · general or managing partner

    Directly controlled by Presbyterian SeniorCare

  • East End Senior Housing LP

    Related · Low Income Housing Tax Credit property for the elderly · PA · 0.01% owned · general or managing partner

    Directly controlled by Presbyterian SeniorCare

  • Presbyterian SeniorCare Portfolio LP

    Related · Low Income Housing Tax Credit property for the elderly · PA · 100% owned · general or managing partner

    Directly controlled by Presbyterian SeniorCare

  • Oaks Supportive Housing Associates

    General Partner of Low Income Housing Tax Credit property · PA · 51% owned

    Directly controlled by Presbyterian SeniorCare

  • Ross Presbyterian Senior Housing LP

    Low Income Housing Tax Credit property for the elderly · PA

  • Ross Presbyterian GP LLC

    General Partner of Low Income Housing Tax Credit property · PA

  • 4003 Penn Avenue LLC

    General Partner of Low Income Housing Tax Credit property · PA · 51% owned

    Directly controlled by Presbyterian SeniorCare

  • York Lambeth LP

    Low Income Housing Tax Credit property for the elderly · PA

    Directly controlled by Presbyterian SeniorCare

Related corporations and trusts

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

  • Fairmont Apartments Inc

    C · General partner of Low Income Housing Tax Credit property · PA · 51% owned

    Directly controlled by Presbyterian SeniorCare

  • SeniorCare Network Inc

    C · Affordable housing management company · PA · 100% owned

    Directly controlled by Presbyterian SeniorCare

  • California Senior Housing Inc

    C · General partner of Low Income Housing Tax Credit property · PA · 51% owned

    Directly controlled by Presbyterian SeniorCare

  • North Aiken Senior Housing Inc

    C · General partner of Low Income Housing Tax Credit property · PA · 51% owned

    Directly controlled by Presbyterian SeniorCare

  • 4003 Penn Avenue LLC

    General partner of Low Income Housing Tax Credit property · PA · 51% owned

    Directly controlled by Presbyterian SeniorCare

Provenance

Return type
form_990
Tax year
2022
Filed
26 June 2023
IRS schema version
2022v5.0
Source object
202341779349300214

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