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← PRESBYTERIAN MEDICAL CENTER OF OAKMONT PENNSYLVANIA INC

Form 990 for tax year 2023

Filed by PRESBYTERIAN MEDICAL CENTER OF OAKMONT PENNSYLVANIA INC.

Totals

Total revenue
$19,193,745
Total expenses
$19,603,077
Contributions and grants received
$2,152,951
Grants paid
$0
Program service revenue
$17,040,206
Investment income
$588
Other revenue
$0
Total assets, end of year
$9,911,395
Total liabilities, end of year
$9,142,435
Net assets or fund balances, end of year
$768,960
Program services expenses (Part IX)
$17,082,234
Management and general expenses
$2,520,843
Fundraising expenses
$0
Program service expenses (Part III)
$17,082,234

Program services were 87.1% 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.

  • 1d · Related organizations

    $2,152,951

  • 1g · Noncash contributions included above

    $1,320,000

  • 2a · Program service revenue: Nursing Home Revenue

    total $17,040,206 · related or exempt $17,040,206

  • 3 · Investment income

    total $588 · excluded $588

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $8,320,849 · program services $7,874,522 · management and general $446,327

  • 8 · Pension plan contributions

    total $208,212 · program services $192,382 · management and general $15,830

  • 9 · Other employee benefits

    total $1,165,927 · program services $1,063,785 · management and general $102,142

  • 10 · Payroll taxes

    total $626,149 · program services $591,878 · management and general $34,271

  • 11a · Fees: management

    total $1,320,000 · management and general $1,320,000

  • 11b · Fees: legal

    total $16,013 · management and general $16,013

  • 11c · Fees: accounting

    total $19,792 · management and general $19,792

  • 11g · Fees: other

    total $221,817 · program services $173,535 · management and general $48,282

  • 12 · Advertising and promotion

    total $236,352 · program services $236,352

  • 13 · Office expenses

    total $47,696 · management and general $47,696

  • 14 · Information technology

    total $29,323 · management and general $29,323

  • 16 · Occupancy

    total $446,587 · program services $445,451 · management and general $1,136

  • 20 · Interest

    total $180,929 · program services $180,929

  • 22 · Depreciation, depletion and amortization

    total $859,531 · program services $859,531

  • 23 · Insurance

    total $199,748 · management and general $199,748

  • 24a · Other expenses: Agency

    total $2,660,025 · program services $2,660,025

  • 24b · Other expenses: Dietary Supplies

    total $1,089,578 · program services $1,084,614 · management and general $4,964

  • 24c · Other expenses: Purchased rehabilitatio

    total $746,989 · program services $746,989

  • 24d · Other expenses: Repairs and Maintenance

    total $606,400 · program services $371,081 · management and general $235,319

  • 24e · All other expenses

    total $601,160 · program services $601,160

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $214,046 · end of year $568,599

  • 2 · Savings and temporary cash investments

    beginning of year $420,322 · end of year $487,724

  • 4 · Accounts receivable

    beginning of year $1,973,031 · end of year $1,943,898

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,823 · end of year $96,133

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

    $23,636,030

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

    $16,820,989

  • 10c · Land, buildings and equipment, net

    beginning of year $7,551,081 · end of year $6,815,041

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,016,388 · end of year $2,152,753

  • 19 · Deferred revenue

    beginning of year $52,685 · end of year $108,983

  • 23 · Secured mortgages and notes payable

    beginning of year $7,023,934 · end of year $6,823,370

  • 25 · Other liabilities

    beginning of year $467,426 · end of year $57,329

  • 27 · Net assets without donor restrictions

    beginning of year -$320,130 · end of year $768,960

Mission and programs · 2023

Mission

An esteemed short-stay & long-term skilled nursing facility with rehabilitation, dementia & hospice services that serves persons of all incomes & is committed to excellence & person-centered care.

Activities or mission (Part I)

Developed and operated by Presbyterian SeniorCare, Presbyterian Medical Center of Oakmont, dba The Willows of Presbyterian SeniorCare, is a skilled nursing facility that embodies a program model where individuals are given choice and flexibility in daily living. The short-stay and long-term environments reflect a cultural shift from institutional to home-like settings. In 2023, uncompensated care and services at the Willows totaled over $4 million. The Willows is part of the continuing commitment of Presbyterian SeniorCare to provide a full continuum of quality living and care options that older adults want and need to live life to the fullest. Established January 25, 1928 in the Commonwealth of Pennsylvania as a not-for-profit, Presbyterian SeniorCare gives back to its local communities, including providing charitable care to seniors it serves who no longer have the means to pay.

  • Provision of nursing care, hospice care, rehabilitation and Alzheimer's care for the elderly in a 200 bed facility located in Oakmont, Pa. In 2023, uncompensated care and services at the Willows totaled over $4.3 million. During 2023 the organization served on average 57 Medical Assistance residents (39% of residents), subsidizing the care for those individuals who could not afford to pay the full charge. In the current year, the Willows provided community support, including health professional education, community partnerships/activities and in-kind and financial donations.The Willows skilled nursing community is part of the Presbyterian SeniorCare Network which has approximately 1,500 team members who serve more than 6,500 older adults annually through 48 communities/service lines across 9 western Pennsylvania counties, as well as through our at home programs of Envisage and Presbyterian SeniorCare Home Health. Presbyterian SeniorCare is committed to enriching the aging experience through person-centered service and living options. 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, Alzheimer's and dementia care, long-term and rehabilitation healthcare, and home health and non-medical homecare, and community services for older adults. Additionally, in collaboration with Jewish Association on Aging and 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.As a Center of Rehab Excellence, the Presbyterian SeniorCare Network developed the MyLife Program, a holistic approach to recovery, which includes the physical environment, the delivery of hospitality and the personalized clinical care provided by an expert team focused on getting patients back home and back to their life. Both The Willows and Southmont serve as the hub healthcare/skilled nursing facilities for residents of the Presbyterian SeniorCare Network. This means Presbyterian SeniorCare residents have preferred access to these facilities, which contributes to our social accountability mission and has an impact on the finances of these facilities, where no resident ever has been asked to leave because of inability to continue to pay. Additionally, in collaboration with Family Hospice and Palliative Care, Presbyterian SeniorCare also offers the Woodwell Program, a holistic, comprehensive hospice and palliative care model for residents as well as family support. 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 benevolent care annually to the seniors it serves who have outlived their resources and no longer have the means to pay. In the current year and across its regional network, it provided approximately $2 million of benevolent care to residents in our personal care/assisted living facilities who no longer had the means to pay, and $21 million in uncompensated care to residents in our nursing facilities who no longer had the means to pay.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. For consumers, payers and partners, CARF accreditation shows that we are committed to meeting international standards of service quality and customer satisfaction. CARF accreditation is a voluntary and rigorous process that requires renewal every five years.In 2016, the Willows achieved CARF accreditation in two program areas: Person-Centered Long-Term Care Community and Dementia Care Specialty. Additionally, as part of Presbyterian SeniorCare Network, the Willows attained accreditation under CARF's new Network standards. Introduced in 2016, the "Network" standards were implemented by CARF in order to "support networks' development toward continuity of services among multiple providers and to support quality when a legal entity does not own all participating providers within its network."The Willows, which celebrated its 30th anniversary on January 20, 2016, was the beneficiary a $1,000,000 grant that the Presbyterian SeniorCare Foundation secured in 2017 from the Redevelopment Assistance Capital Program (RACP). The grant was used to complete the final phase of renovations at the Willows skilled nursing community in Oakmont to support the transformation of the physical space to a home setting that adheres to the organization's person-centered and hospitality standards.Presbyterian SeniorCare has always been committed to providing welcoming and respectful environments for everyone, and we elevated this commitment to a strategic priority in 2013 for our Network. A deliberate multi-year, multi-phase education and awareness effort was launched to foster diversity and inclusion. This strategic initiative will position our Network to be ready to serve an increasingly diverse aging population and to appropriately engage and support an increasingly diverse workforce.

    Expenses $17,082,234 · Revenue $17,040,206

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Joan Massella

    Director and Vice Chair

    Total calculated
    $0
    Hours/week
    0.2

  • James B Pieffer

    Director and President

    Total calculated
    $432,858
    From this org
    $0
    From related orgs
    $398,715
    Other
    $34,143
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $398,715 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $20,943 related
    Filer's total
    $0 + $432,858 related

  • Lori Galley PhD

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • John G Dorman

    Director and Chair

    Total calculated
    $0
    Hours/week
    0.2

  • Roberta Gray

    Director and Secretary

    Total calculated
    $208,031
    From this org
    $0
    From related orgs
    $191,681
    Other
    $16,350
    Hours/week
    6

    Schedule J breakdown matched by us

    Base
    $0 + $181,681 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $7,580 related
    Nontaxable benefits
    $0 + $8,770 related
    Filer's total
    $0 + $208,031 related

  • Michael Lin PhD

    Director

    Total calculated
    $0
    Hours/week
    0.2

  • Greg Malisky

    Treasurer

    Total calculated
    $169,327
    From this org
    $0
    From related orgs
    $156,051
    Other
    $13,276
    Hours/week
    6

    Schedule J breakdown matched by us

    Base
    $0 + $156,051 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,865 related
    Nontaxable benefits
    $0 + $7,411 related
    Filer's total
    $0 + $169,327 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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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.

  • Presbyterian Seniorcare Portfolio LP

    Low Income Elderly Tax Credit Housing · PA

  • Fairmont Apartments Limited Partnership

    Low Income Elderly Tax Credit Housing · PA

  • North Aiken Senior Housing LP

    Low Income Elderly Tax Credit Housing · PA

  • East End Senior Housing LP

    Low Income Elderly Tax Credit Housing · PA

  • Oaks Supportive Housing Associates

    Low Income Elderly Tax Credit Housing · PA

  • East End Senior HousingLLC

    General partner of Low Income Housing Tax Credit property · PA

  • York Lambeth LP

    Low Income Elderly Tax Credit Housing · PA

  • Ross Presbyterian Senior Housing LP

    Low Income Elderly Tax Credit Housing · 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

Related corporations and trusts

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

  • SeniorCare Network Inc

    Affordable housing management company · PA

  • Fairmont Apartments Inc

    General partner of Low Income Housing Tax Credit property · PA

  • California Senior Housing Inc

    General partner of Low Income Housing Tax Credit property · PA

  • North Aiken Senior Housing Inc

    General partner of Low Income Housing Tax Credit property · PA

Provenance

Return type
form_990
Tax year
2023
Filed
26 June 2024
IRS schema version
2023v5.0
Source object
202441789349301329

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