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Nonprofiteer
← ASBURY HEIGHTS OF UPMC

Form 990 for tax year 2024

Filed by ASBURY HEIGHTS OF UPMC.

Totals

Total revenue
$9,142
Total expenses
$561,819
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$529,476
Management and general expenses
$32,343
Fundraising expenses
$0
Program service expenses (Part III)
$529,476

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARK BONDI

    PRESIDENT

    Total calculated
    $520,155
    From this org
    $0
    From related orgs
    $488,670
    Other
    $31,485
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,878 related
    Bonus
    $0 + $253,875 related
    Other
    $0 + $103,917 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,485 related
    Filer's total
    $0 + $520,155 related

  • DEBORAH BRODINE

    CHAIR

    Total calculated
    $1,060,134
    From this org
    $0
    From related orgs
    $907,842
    Other
    $152,292
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $469,471 related
    Bonus
    $0 + $365,000 related
    Other
    $0 + $73,371 related
    Deferred
    $0 + $118,450 related
    Nontaxable benefits
    $0 + $33,842 related
    Filer's total
    $0 + $1,060,134 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
    $372,646
    From this org
    $0
    From related orgs
    $338,540
    Other
    $34,106
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,944 related
    Bonus
    $0 + $2,800 related
    Other
    $0 + $48,796 related
    Deferred
    $0 + $32,727 related
    Nontaxable benefits
    $0 + $1,379 related
    Filer's total
    $0 + $372,646 related

  • WILLIAM NIGRO

    TREASURER & CFO

    Total calculated
    $233,979
    From this org
    $0
    From related orgs
    $225,879
    Other
    $8,100
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,292 related
    Bonus
    $0 + $108,641 related
    Other
    $0 + $946 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,100 related
    Filer's total
    $0 + $233,979 related

  • ROGER DAVIS

    DIRECTOR

    Total calculated
    $217,907
    From this org
    $0
    From related orgs
    $193,194
    Other
    $24,713
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $46,312 related
    Bonus
    $0 + $146,700 related
    Other
    $0 + $182 related
    Deferred
    $0 + $905 related
    Nontaxable benefits
    $0 + $23,808 related
    Filer's total
    $0 + $217,907 related

  • NANCI CASE

    DIRECTOR

    Total calculated
    $378,342
    From this org
    $0
    From related orgs
    $322,817
    Other
    $55,525
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,645 related
    Bonus
    $0 + $92,000 related
    Other
    $0 + $6,172 related
    Deferred
    $0 + $27,914 related
    Nontaxable benefits
    $0 + $27,611 related
    Filer's total
    $0 + $378,342 related

  • JEROME SHAFFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AUDREY L BURGOON

    ASSISTANT SECRETARY

    Total calculated
    $76,704
    From this org
    $0
    From related orgs
    $65,138
    Other
    $11,566
    Hours/week
    1 + 39 related

  • BRYANT WESLEY ESQ

    SECRETARY

    Total calculated
    $585,738
    From this org
    $0
    From related orgs
    $515,322
    Other
    $70,416
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,649 related
    Bonus
    $0 + $196,000 related
    Other
    $0 + $33,673 related
    Deferred
    $0 + $69,708 related
    Nontaxable benefits
    $0 + $708 related
    Filer's total
    $0 + $585,738 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 — 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.

Provenance

Return type
form_990
Tax year
2024
Filed
28 October 2025
IRS schema version
2024v5.2
Source object
202513089349303826

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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