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Nonprofiteer
← WESLEY HILLS DBA THE EMBASSY

Form 990 for tax year 2023

Filed by WESLEY HILLS DBA THE EMBASSY.

Totals

Total revenue
$1,877,517
Total expenses
$2,078,344
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,875,780
Investment income
$1,737
Other revenue
$0
Total assets, end of year
$9,260,443
Total liabilities, end of year
$6,296,036
Net assets or fund balances, end of year
$2,964,407
Program services expenses (Part IX)
$1,619,599
Management and general expenses
$458,745
Fundraising expenses
$0
Program service expenses (Part III)
$1,619,599

Program services were 77.9% 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: RESIDENTAL REVENUE

    total $1,875,780 · related or exempt $1,875,780

  • 3 · Investment income

    total $1,737 · excluded $1,737

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $444,583 · program services $86,605 · management and general $357,978

  • 9 · Other employee benefits

    total $73,220 · program services $14,263 · management and general $58,957

  • 10 · Payroll taxes

    total $9,628 · program services $1,876 · management and general $7,752

  • 11g · Fees: other

    total $159,649 · program services $132,449 · management and general $27,200

  • 13 · Office expenses

    total $777 · program services $777

  • 16 · Occupancy

    total $661,210 · program services $661,210

  • 20 · Interest

    total $119,946 · program services $119,946

  • 22 · Depreciation, depletion and amortization

    total $521,146 · program services $521,146

  • 23 · Insurance

    total $6,858 · management and general $6,858

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $39,471 · program services $39,471

  • 24b · Other expenses: DIETARY

    total $21,040 · program services $21,040

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $15,805 · program services $15,805

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $5,011 · program services $5,011

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $122,942 · end of year $326,035

  • 4 · Accounts receivable

    beginning of year $8,119 · end of year $8,516

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

    $16,485,169

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

    $8,171,272

  • 10c · Land, buildings and equipment, net

    beginning of year $8,420,315 · end of year $8,313,897

  • 12 · Investments: other securities

    beginning of year $223,610 · end of year $22,193

  • 15 · Other assets

    beginning of year $1,450,587 · end of year $589,802

  • 17 · Accounts payable and accrued expenses

    beginning of year $54,145 · end of year $43,578

  • 19 · Deferred revenue

    beginning of year $909,009 · end of year $967,711

  • 25 · Other liabilities

    beginning of year $6,097,185 · end of year $5,284,747

  • 27 · Net assets without donor restrictions

    beginning of year $3,165,234 · end of year $2,964,407

Mission and programs · 2023

Mission

WESLEY HILLS IS A FAITH BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE LIVES OF OLDER ADULTS THROUGH HIGH-QUALITY COMPASSIONATE CARE.

Activities or mission (Part I)

WESLEY HILLS IS A FAITH BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE LIVES OF OLDER ADULTS THROUGH HIGH-QUALITY COMPASSIONATE CARE

  • WESLEY HILLS IS A FAITH-BASED SERVICE ORGANIZATION PROVIDING PERSONAL CARE INCLUDING LIVING ACCOMMODATIONS AND SUPPORTIVE SERVICES. THE ORGANIZATION OPERATES 21 CARRIAGE HOMES AND OFFERS INDEPENDENT LIVING ARRANGEMENTS. THE ORGANIZATION ALSO OFFERS RESIDENTS ACCESS TO NURSING AND PERSONAL CARE SERVICES, DIETARY SERVICES, AND SOCIAL ACTIVITIES. THE ORGANIZATION ALSO OWNS AND OPERATES THE EMBASSY, AN INDEPENDENT LIVING FACILITY. THE EMBASSY HAS 34 APARTMENT UNITS AND IS LOCATED OFF-CAMPUS.

    Expenses $1,619,599 · Revenue $1,875,780

As filed on the 2023 return.

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 + 39 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

  • 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

  • AUDREY BURGOON

    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

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 WESLEY HILLS.
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
202443199349303669

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