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Nonprofiteer
← CANTERBURY PLACE

Form 990 for tax year 2022

Filed by CANTERBURY PLACE.

Totals

Total revenue
$12,916,633
Total expenses
$18,760,561
Contributions and grants received
$1,155,737
Grants paid
$0
Program services expenses (Part IX)
$17,084,518
Management and general expenses
$1,676,043
Fundraising expenses
$0
Program service expenses (Part III)
$17,084,518

Program services were 91.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DEBORAH S BRODINE

    VICE CHAIR

    Total calculated
    $914,727
    From this org
    $0
    From related orgs
    $806,480
    Other
    $108,247
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,520 related
    Bonus
    $0 + $385,000 related
    Other
    $0 + $52,960 related
    Deferred
    $0 + $81,335 related
    Nontaxable benefits
    $0 + $26,912 related
    Filer's total
    $0 + $914,727 related

  • BRYANT WESLEY Esq

    SECRETARY

    Total calculated
    $476,356
    From this org
    $0
    From related orgs
    $432,144
    Other
    $44,212
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,883 related
    Bonus
    $0 + $178,800 related
    Other
    $0 + $35,461 related
    Deferred
    $0 + $42,142 related
    Nontaxable benefits
    $0 + $2,070 related
    Filer's total
    $0 + $476,356 related

  • MARK BONDI

    PRESIDENT

    Total calculated
    $404,424
    From this org
    $0
    From related orgs
    $346,797
    Other
    $57,627
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,613 related
    Bonus
    $0 + $135,225 related
    Other
    $0 + $5,959 related
    Deferred
    $0 + $28,951 related
    Nontaxable benefits
    $0 + $28,676 related
    Filer's total
    $0 + $404,424 related

  • DAVID A NACE MD

    DIRECTOR

    Total calculated
    $322,564
    From this org
    $0
    From related orgs
    $295,512
    Other
    $27,052
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,154 related
    Bonus
    $0 + $21,400 related
    Other
    $0 + $46,958 related
    Deferred
    $0 + $25,871 related
    Nontaxable benefits
    $0 + $1,181 related
    Filer's total
    $0 + $322,564 related

  • WILLIAM NIGRO

    TREASURER

    Total calculated
    $210,976
    From this org
    $0
    From related orgs
    $185,110
    Other
    $25,866
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,677 related
    Bonus
    $0 + $24,900 related
    Other
    $0 + $533 related
    Deferred
    $0 + $18,345 related
    Nontaxable benefits
    $0 + $7,521 related
    Filer's total
    $0 + $210,976 related

  • Rose Umenwa

    NURSING RESOURCE COORD

    Total calculated
    $199,611
    From this org
    $189,420
    From related orgs
    $0
    Other
    $10,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,270
    Bonus
    $0
    Other
    $150
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $189,420

  • DANIEL SULLIVAN

    DIRECTOR

    Total calculated
    $190,959
    From this org
    $0
    From related orgs
    $175,625
    Other
    $15,334
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $112,610 related
    Bonus
    $0
    Other
    $0 + $63,015 related
    Deferred
    $0 + $14,448 related
    Nontaxable benefits
    $0 + $886 related
    Filer's total
    $0 + $190,959 related

  • LUCY GILLIAM

    DIRECTOR OF NURSING

    Total calculated
    $169,538
    From this org
    $148,899
    From related orgs
    $0
    Other
    $20,639
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,765
    Bonus
    $0
    Other
    $134
    Deferred
    $10,779
    Nontaxable benefits
    $9,860
    Filer's total
    $169,538

  • CHARLES RHOADS

    SR. ADMINISTRATOR

    Total calculated
    $158,864
    From this org
    $130,805
    From related orgs
    $0
    Other
    $28,059
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,966
    Bonus
    $6,750
    Other
    $2,089
    Deferred
    $11,588
    Nontaxable benefits
    $16,471
    Filer's total
    $158,864

  • DANETTE HOFFER R 7822

    DIRECTOR

    Total calculated
    $136,174
    From this org
    $0
    From related orgs
    $115,220
    Other
    $20,954
    Hours/week
    1 + 40 related

  • VICTORIA URBANIAK

    NURSING RSOURCE COORD

    Total calculated
    $134,857
    From this org
    $107,963
    From related orgs
    $0
    Other
    $26,894
    Hours/week
    40

  • CHRISTOPHER SHINGLER

    FOOD SERVICES, MANAGER

    Total calculated
    $122,088
    From this org
    $87,578
    From related orgs
    $0
    Other
    $34,510
    Hours/week
    40

  • JEROME T SHAFFER

    FORMER (R 6/30/21)

    Total calculated
    $37,078
    From this org
    $0
    From related orgs
    $33,091
    Other
    $3,987
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $31,500 related
    Other
    $0 + $1,591 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,987 related
    Filer's total
    $0 + $37,078 related

  • Barbara Grossman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Peter Eisenbrandt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Hamilton

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • MARGARET JOY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATALIE E LELAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN WOMACK

    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 — 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

The filer's explanations (Part III)

Supplemental Nonqualified Retirement
Question 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, Canterbury Place 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 her or his entire career, has not and will not be distributed until the officer or key employee retires or separates from service from Canterbury Place AND SATISFIED THE NON-COMPETE PROVISION OF THEIR EMPLOYMENT AGREEMENT AND/OR SATISFY A POST-RETIREMENT SEPARATION AGREEMENT. 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. Question 7: UPMC 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's mission and include: patient quality and satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others. QUESTION 8 & 9: Canterbury Place follows the rebuttable presumption of reasonableness procedures described in Regulations Section 53.4958-6(c), where applicable. This includes contracts that may qualify for the initial contract exception under Regulations Section 53.4958-4(a)(3).

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.

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202323179349307512

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