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← SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE INC

Form 990 for tax year 2024

Filed by SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE INC.

Totals

Total revenue
$7,041,984
Total expenses
$9,412,215
Contributions and grants received
$471,633
Grants paid
$0
Program service revenue
$6,439,112
Investment income
$155
Other revenue
$131,084
Total assets, end of year
$5,623,988
Total liabilities, end of year
$13,704,931
Net assets or fund balances, end of year
-$8,080,943
Program services expenses (Part IX)
$8,604,541
Management and general expenses
$807,674
Fundraising expenses
$0
Program service expenses (Part III)
$8,604,541

Program services were 91.4% 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.

  • 1e · Government grants (contributions)

    $471,633

  • 2a · Program service revenue: NET RESIDENT REVENUE

    total $6,439,112 · related or exempt $6,439,112

  • 3 · Investment income

    total $155 · excluded $155

  • 6a · Gross rents

    real property $125,664

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $125,664

  • 6d · Net rental income or loss

    total $125,664 · excluded $125,664

  • 11a · Other revenue: OTHER INCOME

    total $5,420 · related or exempt $5,420

  • 11e · Other revenue, total

    $5,420

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $5,425,876 · program services $5,109,825 · management and general $316,051

  • 9 · Other employee benefits

    total $530,104 · program services $499,226 · management and general $30,878

  • 10 · Payroll taxes

    total $285,290 · program services $268,672 · management and general $16,618

  • 11a · Fees: management

    total $402,916 · management and general $402,916

  • 11b · Fees: legal

    total $20,520 · management and general $20,520

  • 11g · Fees: other

    total $220,867 · program services $207,374 · management and general $13,493

  • 12 · Advertising and promotion

    total $1,468 · program services $1,468

  • 13 · Office expenses

    total $111,717 · program services $104,519 · management and general $7,198

  • 16 · Occupancy

    total $274,242 · program services $274,242

  • 17 · Travel

    total $1,624 · program services $1,624

  • 22 · Depreciation, depletion and amortization

    total $395,605 · program services $395,605

  • 23 · Insurance

    total $129,384 · program services $129,384

  • 24a · Other expenses: REHABILITATION SERVICES

    total $415,846 · program services $415,846

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $305,122 · program services $305,122

  • 24c · Other expenses: DIETARY & FOOD

    total $297,025 · program services $297,025

  • 24d · Other expenses: BAD DEBT

    total $270,704 · program services $270,704

  • 24e · All other expenses

    total $323,905 · program services $323,905

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $613,340 · end of year $622,209

  • 4 · Accounts receivable

    beginning of year $717,881 · end of year $808,773

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

    $10,509,338

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

    $6,332,354

  • 10c · Land, buildings and equipment, net

    beginning of year $4,140,349 · end of year $4,176,984

  • 15 · Other assets

    beginning of year $45,662 · end of year $16,022

  • 17 · Accounts payable and accrued expenses

    beginning of year $123,771 · end of year $148,999

  • 25 · Other liabilities

    beginning of year $10,732,178 · end of year $13,555,932

  • 27 · Net assets without donor restrictions

    beginning of year -$5,338,717 · end of year -$8,080,943

Mission and programs · 2024

Mission

COMMITTED TO PROVIDING EXCEPTIONAL LONG TERM CARE TO THE ELDERLY.

  • SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC. D/B/A AVALON SPRINGS PROVIDES LONG-TERM CARE SERVICES TO ELDERLY RESIDENTS IN AND AROUND MERCER COUNTY, PA. OUR FACILITY CONSISTS OF 100 SKILLED NURSING BEDS AND 15 INDEPENDENT LIVING APARTMENTS. THE FACILITY CARRIES AN AVERAGE DAILY CENSUS BETWEEN 95 AND 105 RESIDENTS AND SERVICES A POPULATION MADE UP OF MOSTLY LOW INCOME RESIDENTS FROM THE COMMUNITIES SURROUNDING ITS LOCATION. THEREFORE, THE ORGANIZATION RECEIVES A LARGE PERCENTAGE OF ITS REVENUES FROM MEDICARE AND MEDICAID PROGRAMS.

    Expenses $8,604,541 · Revenue $6,444,532

As filed on the 2024 return.

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

  • 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

  • JOHN SARANDREA

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • 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

  • ADAM NOWLAND

    DIRECTOR

    Total calculated
    $140,567
    From this org
    $0
    From related orgs
    $107,628
    Other
    $32,939
    Hours/week
    1 + 40 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

  • ELLEN PERRY

    ADMINISTRATOR

    Total calculated
    $134,280
    From this org
    $123,409
    From related orgs
    $0
    Other
    $10,871
    Hours/week
    40

  • AMY MCCONNAUGHEY

    NURSING RESOURCE COORD.

    Total calculated
    $137,229
    From this org
    $114,343
    From related orgs
    $0
    Other
    $22,886
    Hours/week
    40

  • DANA WELSH

    DIRECTOR OF NURSING

    Total calculated
    $126,453
    From this org
    $119,113
    From related orgs
    $0
    Other
    $7,340
    Hours/week
    40

  • SALLY KOCH

    NURSING RESOURCE COORD.

    Total calculated
    $130,632
    From this org
    $118,845
    From related orgs
    $0
    Other
    $11,787
    Hours/week
    40

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 SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC.
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
2024
Filed
31 October 2025
IRS schema version
2024v5.2
Source object
202533089349303173

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