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Nonprofiteer
← ASBURY HEIGHTS OF UPMC

Form 990 for tax year 2023

Filed by ASBURY HEIGHTS OF UPMC.

Totals

Total revenue
$141,257
Total expenses
$1,926,822
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$131,550
Investment income
$9,707
Other revenue
$0
Total assets, end of year
$1,150,811
Total liabilities, end of year
$6,424,242
Net assets or fund balances, end of year
-$5,273,431
Program services expenses (Part IX)
$1,913,031
Management and general expenses
$13,791
Fundraising expenses
$0
Program service expenses (Part III)
$1,913,031

Program services were 99.3% 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: MANAGEMENT SERVICES

    total $131,550 · related or exempt $131,550

  • 3 · Investment income

    total $9,707 · excluded $9,707

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $491,199 · program services $491,199

  • 11b · Fees: legal

    total $9,263 · management and general $9,263

  • 11c · Fees: accounting

    total $4,528 · management and general $4,528

  • 11g · Fees: other

    total $560,874 · program services $560,874

  • 12 · Advertising and promotion

    total $101 · program services $101

  • 13 · Office expenses

    total $15,238 · program services $15,238

  • 16 · Occupancy

    total $96,005 · program services $96,005

  • 17 · Travel

    total $2,079 · program services $2,079

  • 22 · Depreciation, depletion and amortization

    total $174,970 · program services $174,970

  • 23 · Insurance

    total $102,860 · program services $102,860

  • 24a · Other expenses: ENTERPRISE SHARED SERVI

    total $254,691 · program services $254,691

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $116,747 · program services $116,747

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $63,300 · program services $63,300

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $34,532 · program services $34,532

  • 24e · All other expenses

    total $435 · program services $435

Balance sheet

Part X, book values.

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

    $1,552,516

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

    $613,696

  • 10c · Land, buildings and equipment, net

    beginning of year $1,407,429 · end of year $938,820

  • 15 · Other assets

    beginning of year $243,170 · end of year $211,991

  • 25 · Other liabilities

    beginning of year $5,138,465 · end of year $6,424,242

  • 27 · Net assets without donor restrictions

    beginning of year -$3,487,866 · end of year -$5,273,431

Mission and programs · 2023

Mission

PROVIDES SUPPORT TO SENIOR LIVING SUBSIDIARIES THAT ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3)

  • ASBURY HEIGHTS OF UPMC IS A SUPPORTING ORGANIZATION TO ASBURY HEALTH CENTER, ASBURY FOUNDATION, ASBURY PLACE, ASBURY VILLAS, AND WESLEY HILLS. ASBURY HEALTH CENTER IS A FAITH-BASED SERVICE ORGANIZATION PROVIDING HEALTH CARE AND HOUSING SERVICES TO OLDER ADULTS IN THE PITTSBURGH AREA. THE VARIOUS DIVISIONS OF ASBURY HEALTH CENTER ARE NURSING AND REHABILITATION, PERSONAL CARE, INDEPENDENT LIVING AND ALZHEIMER'S DISEASE/MEMORY SUPPORT. THE ASBURY FOUNDATION RAISES FUNDS TO ASSIST IN SUBSIDIZING THE BENEVOLENT CARE PROGRAM, PROGRAM ACTIVITIES, AND CAPITAL IMPROVEMENTS OF ASBURY HEIGHTS OF UPMC, ASBURY PLACE, ASBURY VILLAS, WESLEY HILLS, AND ASBURY HEALTH CENTER.ASBURY PLACE IS A FAITH-BASED SERVICE ORGANIZATION PROVIDING PERSONAL CARE INCLUDING LIVING ACCOMMODATIONS AND SUPPORTIVE SERVICES FOR PERSONS WITH ALZHEIMER'S DISEASE OR OTHER DEMENTIA. ASBURY'S MEMORY SUPPORT STAFF IS A TEAM OF EXPERTS WHO ARE WELL TRAINED IN THE CARE OF INDIVIDUALS WITH ALZHEIMER'S DISEASE AND OTHER MEMORY RELATED DISORDERS.ASBURY VILLAS IS A FAITH-BASED SERVICE ORGANIZATION PROVIDING PERSONAL CARE INCLUDING LIVING ACCOMMODATIONS AND SUPPORTIVE SERVICES. RESIDENTS EXPERIENCING CHRONIC OR PHYSICALLY LIMITED MEDICAL CONDITIONS CAN RECEIVE HELP WITH PERSONAL HYGIENE INCLUDING BATHING, DRESSING, GROOMING AND INCONTINENCE CARE, ALONG WITH MEDICATION AND MEDICAL MANAGEMENT.WESLEY HILLS IS A FAITH-BASED SERVICE ORGANIZATION PROVIDING PERSONAL CARE INCLUDING LIVING ACCOMMODATIONS AND SUPPORTIVE SERVICES. WESLEY HILLS ALSO OFFERS RESIDENTS ACCESS TO NURSING AND PERSONAL CARE SERVICES, DIETARY SERVICES, AND SOCIAL ACTIVITIES. WESLEY HILLS ALSO OWNS AND OPERATES THE EMBASSY, AN INDEPENDENT LIVING FACILITY.

    Expenses $1,913,031 · Revenue $131,550

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

Listed in Part VII

  • MARK BONDI

    PRESIDENT

    Total calculated
    $428,766
    From this org
    $0
    From related orgs
    $364,195
    Other
    $64,571
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,027 related
    Bonus
    $0 + $141,985 related
    Other
    $0 + $6,183 related
    Deferred
    $0 + $34,267 related
    Nontaxable benefits
    $0 + $30,304 related
    Filer's total
    $0 + $428,766 related

  • DEBORAH BRODINE

    CHAIR

    Total calculated
    $997,951
    From this org
    $0
    From related orgs
    $862,548
    Other
    $135,403
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $418,934 related
    Bonus
    $0 + $390,000 related
    Other
    $0 + $53,614 related
    Deferred
    $0 + $106,432 related
    Nontaxable benefits
    $0 + $28,971 related
    Filer's total
    $0 + $997,951 related

  • JAMES S HARPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHILIP T SWEENEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN SIEFERING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER BRACH PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID NACE MD

    DIRECTOR

    Total calculated
    $326,982
    From this org
    $0
    From related orgs
    $298,000
    Other
    $28,982
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,780 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $47,220 related
    Deferred
    $0 + $27,769 related
    Nontaxable benefits
    $0 + $1,213 related
    Filer's total
    $0 + $326,982 related

  • ROGER DAVIS

    DIRECTOR

    Total calculated
    $251,382
    From this org
    $0
    From related orgs
    $199,383
    Other
    $51,999
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,471 related
    Bonus
    $0 + $27,200 related
    Other
    $0 + $712 related
    Deferred
    $0 + $16,315 related
    Nontaxable benefits
    $0 + $35,684 related
    Filer's total
    $0 + $251,382 related

  • AUDREY L BURGOON

    ASSISTANT SECRETARY

    Total calculated
    $184,529
    From this org
    $0
    From related orgs
    $161,143
    Other
    $23,386
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,323 related
    Bonus
    $0 + $21,051 related
    Other
    $0 + $1,769 related
    Deferred
    $0 + $14,288 related
    Nontaxable benefits
    $0 + $9,098 related
    Filer's total
    $0 + $184,529 related

  • WILLIAM NIGRO

    TREASURER & CFO

    Total calculated
    $225,874
    From this org
    $0
    From related orgs
    $196,110
    Other
    $29,764
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,191 related
    Bonus
    $0 + $26,350 related
    Other
    $0 + $569 related
    Deferred
    $0 + $21,573 related
    Nontaxable benefits
    $0 + $8,191 related
    Filer's total
    $0 + $225,874 related

  • BRYANT WESLEY ESQ

    SECRETARY

    Total calculated
    $524,346
    From this org
    $0
    From related orgs
    $461,060
    Other
    $63,286
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,906 related
    Bonus
    $0 + $187,000 related
    Other
    $0 + $18,154 related
    Deferred
    $0 + $62,701 related
    Nontaxable benefits
    $0 + $585 related
    Filer's total
    $0 + $524,346 related

  • JOEY BOYLES

    EXECUTIVE DIRECTOR

    Total calculated
    $177,486
    From this org
    $152,393
    From related orgs
    $0
    Other
    $25,093
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,107
    Bonus
    $10,000
    Other
    $286
    Deferred
    $10,219
    Nontaxable benefits
    $14,874
    Filer's total
    $177,486

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

  • 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 3
UPMC HAS ESTABLISHED A RIGOROUS COMPENSATION REVIEW PROCESS FOR ITS TOP EXECUTIVES WHICH INCLUDES REVIEW BY ITS EXECUTIVE COMPENSATION COMMITTEE IN A PROCESS INTENDED TO SATISFY THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" SET FORTH IN THE REGULATIONS TO SECTIONS 4958 OF THE INTERNAL REVENUE CODE. UPMC GIVES AUTHORITY TO THOSE EXECUTIVES TO ESTABLISH THE COMPENSATION OF EXECUTIVES OF OTHER SUBSIDIARIES AND BUSINESS UNITS, INCLUDING THOSE OF ASBURY HEIGHTS OF UPMC.
PART I, LINE 4B
ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS 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, UPMC SUPPLEMENTS ITS RETIREMENT BENEFITS THROUGH A SUPPLEMENTAL RETIREMENT PROGRAM. THE SUPPLEMENTAL RETIREMENT PROGRAM IS SUBJECT TO MULTIYEAR 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 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 INCOME, THIS BENEFIT, WHICH 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 UPMC. 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.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202413199349302866

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