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Nonprofiteer
← UNIVERSITY EXTENDED CARE INC

Form 990 for tax year 2023

Filed by UNIVERSITY EXTENDED CARE INC.

Totals

Total revenue
$19,706,359
Total expenses
$6,444,808
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,908,284
Investment income
$14,796,084
Other revenue
$1,991
Total assets, end of year
$1,241,502
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,241,502
Program services expenses (Part IX)
$5,562,786
Management and general expenses
$882,022
Fundraising expenses
$0
Program service expenses (Part III)
$5,562,786

Program services were 86.3% 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 $4,894,284 · related or exempt $4,894,284 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $14,000 · related or exempt $14,000 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $14,796,084

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

    other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $14,796,084

  • 7d · Net gain or loss

    total $14,796,084 · related or exempt $0 · unrelated business $0 · excluded $14,796,084

  • 11a · Other revenue: CAFETERIA SALES

    total $1,991 · related or exempt $0 · unrelated business $0 · excluded $1,991

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,991

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $0 · fundraising $0

  • 7 · Other salaries and wages

    total $1,624,535 · program services $1,393,039 · management and general $231,496 · fundraising $0

  • 9 · Other employee benefits

    total $328,329 · program services $281,542 · management and general $46,787 · fundraising $0

  • 10 · Payroll taxes

    total $133,027 · program services $114,071 · management and general $18,956 · fundraising $0

  • 11g · Fees: other

    total $2,808,789 · program services $2,408,536 · management and general $400,253 · fundraising $0

  • 13 · Office expenses

    total $305,017 · program services $261,552 · management and general $43,465 · fundraising $0

  • 14 · Information technology

    total $23,785 · program services $20,396 · management and general $3,389 · fundraising $0

  • 16 · Occupancy

    total $389,222 · program services $333,758 · management and general $55,464 · fundraising $0

  • 17 · Travel

    total $640 · program services $549 · management and general $91 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $24,547 · program services $24,547 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $79,381 · program services $0 · management and general $79,381 · fundraising $0

  • 24a · Other expenses: DRUGS & MEDICAL SUPPLIES

    total $299,835 · program services $299,835 · management and general $0 · fundraising $0

  • 24b · Other expenses: HOSPITAL TAX

    total $251,371 · program services $251,371 · management and general $0 · fundraising $0

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $157,100 · program services $157,100 · management and general $0 · fundraising $0

  • 24d · Other expenses: OTHER ADMINISTRATIVE EXPENSE

    total $19,230 · program services $16,490 · management and general $2,740 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,770,863 · end of year $1,241,502

  • 4 · Accounts receivable

    beginning of year $999,305 · end of year $0

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $254,749 · end of year $0

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

    $144,071

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

    $144,071

  • 10c · Land, buildings and equipment, net

    beginning of year $738,252 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $47,227,162 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,725,938 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,702 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $59,261,691 · end of year $1,241,502

Mission and programs · 2023

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 COMPASIIONATE CARE TO MEET THE HEATH 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 74.22%. SYSTEM WIDE, RESIDENT DAYS TOTALED 17,002. BOTH THE KENTWOOD AND WESTWOOD FACILITIES WERE SOLD TO PRUITT PROPERTIES, INC. ON SEPTEMBER 30, 2023.

    Expenses $5,562,786 · Revenue $4,908,284

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

Listed in Part VII

  • Dr Lily Henson

    CEO

    Total calculated
    $897,733
    From this org
    $0
    From related orgs
    $869,135
    Other
    $28,598
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $510,077 related
    Bonus
    $0 + $207,269 related
    Other
    $0 + $151,789 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $8,798 related
    Filer's total
    $0 + $897,733 related

  • Mr Hugh Hamilton

    BOARD MEMBER/CHAIR

    Total calculated
    $800
    From this org
    $0
    From related orgs
    $800
    Other
    $0
    Hours/week
    1 + 2 related

  • Dr Charles Brown III

    BOARD MEMBER

    Total calculated
    $1,311,353
    From this org
    $0
    From related orgs
    $1,277,124
    Other
    $34,229
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $682,357 related
    Bonus
    $0 + $395,033 related
    Other
    $0 + $199,734 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $14,429 related
    Filer's total
    $0 + $1,311,353 related

  • Dr Daniel Boone

    BOARD MEMBER

    Total calculated
    $345,444
    From this org
    $0
    From related orgs
    $311,348
    Other
    $34,096
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,130 related
    Bonus
    $0
    Other
    $0 + $24,218 related
    Deferred
    $0 + $17,020 related
    Nontaxable benefits
    $0 + $17,076 related
    Filer's total
    $0 + $345,444 related

  • Dr James Sherman

    BOARD MEMBER

    Total calculated
    $125,192
    From this org
    $0
    From related orgs
    $121,986
    Other
    $3,206
    Hours/week
    1 + 39 related

  • Mr Edward Tarver

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Eugene McManus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Kevin Brown

    BOARD MEMBER

    Total calculated
    $4,078,789
    From this org
    $0
    From related orgs
    $4,033,957
    Other
    $44,832
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,907,322 related
    Bonus
    $0 + $1,442,934 related
    Other
    $0 + $683,701 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $25,032 related
    Filer's total
    $0 + $4,078,789 related

  • Mr Levi Hill IV

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Mr Sanford Loyd

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr Terry Elam

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mr William Doupe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ms Becky Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Mr Thomas Arnold

    TREASURER/CFO PHC

    Total calculated
    $1,307,608
    From this org
    $0
    From related orgs
    $1,268,098
    Other
    $39,510
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $711,656 related
    Bonus
    $0 + $360,250 related
    Other
    $0 + $196,192 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $19,710 related
    Filer's total
    $0 + $1,307,608 related

  • Ms Elizabeth Leddy

    SECRETARY/CLO PHC

    Total calculated
    $1,204,873
    From this org
    $0
    From related orgs
    $1,164,523
    Other
    $40,350
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,535 related
    Bonus
    $0 + $395,529 related
    Other
    $0 + $156,459 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $20,550 related
    Filer's total
    $0 + $1,204,873 related

  • Mr David Belkoski

    CFO

    Total calculated
    $743,353
    From this org
    $0
    From related orgs
    $707,056
    Other
    $36,297
    Hours/week
    5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $511,284 related
    Bonus
    $0 + $87,759 related
    Other
    $0 + $108,013 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $16,497 related
    Filer's total
    $0 + $743,353 related

  • Ms Dawn Bruce

    ADMINISTRATOR

    Total calculated
    $118,092
    From this org
    $114,920
    From related orgs
    $0
    Other
    $3,172
    Hours/week
    40

  • Ms Erica Dugger

    ADMINISTRATOR

    Total calculated
    $122,796
    From this org
    $108,938
    From related orgs
    $0
    Other
    $13,858
    Hours/week
    40

  • Ms Paula Samuels

    LPN

    Total calculated
    $111,508
    From this org
    $102,337
    From related orgs
    $0
    Other
    $9,171
    Hours/week
    40

  • Ms Sloan Maes

    DIRECTOR PEC

    Total calculated
    $191,020
    From this org
    $163,645
    From related orgs
    $12,621
    Other
    $14,754
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,588 + $12,090 related
    Bonus
    $8,246
    Other
    $38,811 + $531 related
    Deferred
    $7,879
    Nontaxable benefits
    $6,227 + $648 related
    Filer's total
    $177,751 + $13,269 related

  • Mr Barry Jenkins

    CMO

    Total calculated
    $563,590
    From this org
    $0
    From related orgs
    $517,734
    Other
    $45,856
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $406,830 related
    Bonus
    $0 + $70,271 related
    Other
    $0 + $40,633 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $26,056 related
    Filer's total
    $0 + $563,590 related

  • Mr James R Davis

    FORMER CEO

    Total calculated
    $2,152,034
    From this org
    $0
    From related orgs
    $2,152,034
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $48,965 related
    Bonus
    $0 + $75,324 related
    Other
    $0 + $2,027,745 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,152,034 related

  • Ms Elizabeth Gallup

    FORMER COO ACUTE CARE SVCS

    Total calculated
    $719,347
    From this org
    $0
    From related orgs
    $684,748
    Other
    $34,599
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $330,322 related
    Bonus
    $0 + $67,227 related
    Other
    $0 + $287,199 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $14,799 related
    Filer's total
    $0 + $719,347 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
  • 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 I, Line 1a Discretionary spending account
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 Arrangement used to establish the top management official's compensation
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 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2023: JAMES DAVIS $1,868,723 ELIZABETH GALLUP $198,951
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THEIR SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS: KEVIN BROWN $462,723 CHARLES BROWN $104,118 THOMAS ARNOLD $107,975 ELIZABETH LEDDY $93,683 LILY HENSON PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN BUT DID NOT RECEIVE A CURRENT YEAR PAYMENT.
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

    N/A · SURGERY · GA

    Directly controlled by NA

  • ORTHOATLANTA SURGERY CENTER FAYETTEVILLE

    N/A · SURGERY · GA

    Directly controlled by NA

  • ATHENS ASC HOLDINGS LLC

    N/A · SURGERY · GA

    Directly controlled by NA

  • COLUMBUS DIAGNOSTIC IMAGING CTR

    N/A · IMAGING · GA

    Directly controlled by NA

  • THE SURGERY CENTER LLC

    N/A · SURGERY · GA

    Directly controlled by NA

  • PIEDMONT ENCOMPASS REHABILITATION HOSPITALS

    N/A · HEALTHCARE · DE

    Directly controlled by NA

  • COLISEUM SAME DAY SURGERY CTR

    N/A · SURGERY · GA

    Directly controlled by NA

Related corporations and trusts

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

  • PIEDMONT MEDICAL CARE CORPORATION

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • THE PIEDMONT CLINIC INC

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • PIEDMONT HEART INSTITUTE PHYSICIANS INC

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • AMSTER MCRAE INSURANCE COMPANY SPC

    C Corporation · RELATED INSURANCE · CJ

    Directly controlled by NA

  • COLUMBUS HEALTHCARE RESOURCES

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • COLUMBUS HEALTH SERVICES INC

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • UNIVERSITY HEALTH RESOURCES INC

    C Corporation · HEALTHCARE · GA

    Directly controlled by NA

  • UNIVERSITY HOSPITAL AIKEN INC

    C Corporation · HOSPITAL · SC

    Directly controlled by NA

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

6 distributions to recipients named as people, -$4,854 in total. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349314781

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