2022-11-10T14:19:02-06:00 2021-12-31 390859910 BAKER TILLY US LLP 20 STANWIX STREET PITTSBURGH PA 15222 990 2021-01-01 251819952 ASBURY VILLAS ASBU 4128643532 600 GRANT STREET 58TH FLR CORP TAX PITTSBURGH PA 15219 WILLIAM NIGRO TREASURER 4128643532 2022-11-09 1 WILLIAM NIGRO 999009999 JEFFREY J PETRELL P00138808 4126976400 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z MARK BONDI 600 GRANT STREET 58TH FLR CORP TAX PITTSBURGH PA 15219 4842667 0 X WWW.ASBURYHEIGHTS.ORG X 1998 PA ASBURY VILLAS IS A FAITH BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE LIVES OF OLDER ADULTS THROUGH HIGH-QUALITY COMPASSIONATE CARE. 2 0 38 3 0 0 505515 7517 4167492 4786329 0 0 48603 48821 4721610 4842667 0 0 0 0 2078948 2127039 0 0 0 1643428 1444330 3722376 3571369 999234 1271298 6397721 7018255 9077593 8426829 -2679872 -1408574 X ASBURY VILLAS IS A FAITH BASED ORGANIZATION WHOSE MISSION IS TO IMPROVE THE LIVES OF OLDER ADULTS THROUGH HIGH-QUALITY COMPASSIONATE CARE. 0 0 3339726 4835150 ASBURY VILLAS IS A FAITH-BASED SERVICE ORGANIZATION PROVIDING PERSONAL CARE INCLUDING LIVING ACCOMMODATIONS AND SUPPORTIVE SERVICES. RESIDENTS EXPERIENCING CHRONIC OR PHYSICALLY LIMITING MEDICAL CONDITIONS CAN RECEIVE HELP WITH PERSONAL HYGIENE INCLUDING BATHING, DRESSING, GROOMING AND INCONTINENCE CARE, ALONG WITH MEDICATION AND MEDICAL MANAGEMENT. ASBURY VILLA'S PERSONAL CARE RESIDENCES PROVIDE:- THREE DELICIOUS MEALS- WEEKLY HOUSEKEEPING/LINEN SERVICES- RECREATION AND SOCIAL EVENTS- EXERCISE AND FITNESS PROGRAM- ASSISTANCE WITH BATHING AND DRESSING- 24-HOUR CARE SERVICES- MEDICATION MONITORING AND ADMINISTRATION- AN EMERGENCY CALL SYSTEM OR HOURLY CHECKS FOR MEMORY SUPPORT- ACCESS TO THE HEALTH AND WELLNESS CENTER AT ASBURY HEALTH CENTER 3339726 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 38 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X WILLIAM NIGRO 4128643532 200 LOTHROP STREET STE 10097 FORBES PITTSBURGH PA 15213 MARK BONDI PRESIDENT 1.00 39.00 X X 0 321224 52559 AUDREY L BURGOON SECRETARY 4.00 36.00 X X 0 146253 19987 WILLIAM NIGRO TREASURER & CFO 1.00 40.00 X 0 178281 24378 0 645758 96924 0 0 1 0 CURA HOSPITALITY PO BOX 743676 ATLANTA GA 30374 DINING SERVICES 157112 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS PA 18612 FOOD SERVICES 142292 2 7517 7517 RESIDENT REVENUE 623990 4786329 4786329 4786329 OTHER OPERATING INCOME 900099 48821 48821 48821 4842667 4835150 0 0 X 1599446 1446036 153410 6363 5753 610 429349 388168 41181 91881 83068 8813 417984 417984 905 905 33399 33399 270323 270323 307553 307553 301061 301061 27629 27629 MEDICAL SUPPLIES 30551 30551 REPAIRS & MAINTENANCE 19708 19708 DRUGS & PHARMACY SUPPLI 15190 15190 MISCELLAENOUS EXPENSE 10191 10191 9836 9836 3571369 3339726 231643 0 55122 39945 9636447 5205389 4589392 4431058 1753207 2547252 6397721 7018255 58596 9018997 8426829 9077593 8426829 X -2679872 -1408574 -2679872 -1408574 6397721 7018255 1271298 0 X X 0 1 X 1 0 X 2905 505515 7517 515937 5464629 4868491 4490437 4167492 4786329 23777378 5467534 4868491 4490437 4673007 4793846 24293315 0 0 0 24293315 31075 30126 44815 48603 48821 203440 5498609 4898617 4535252 4721610 4842667 24496755 0.99170 0.99200 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8438775 4467074 3971701 527735 374865 152870 442366 255354 187012 227571 108096 119475 4431058 DUE FROM EXEMPT AFFILIATES 2547252 2547252 LOAN PAYABLE - EXEMPT AFFILIATE 8385796 REFUNDABLE ADVANCES 41033 8426829 0 1 0 0 0 0 0 0 0 MARK BONDI PRESIDENT 0 193963 0 117000 0 10261 0 25987 0 26572 0 373783 0 0 AUDREY L BURGOON SECRETARY 0 125753 0 18920 0 1580 0 11947 0 8040 0 166240 0 0 WILLIAM NIGRO TREASURER & CFO 0 154485 0 23500 0 296 0 16751 0 7627 0 202659 0 0 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 VILLAS. 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. FORM 990, PART VI, SECTION A, LINE 6 ASBURY VILLAS HAS ONE SOLE MEMBER, THE EXEMPT ENTITY ASBURY HEIGHTS OF UPMC. FORM 990, PART VI, SECTION A, LINE 7A THE PARENT ENTITY OF ASBURY VILLAS, ASBURY HEIGHTS OF UPMC, HAS THE ABILITY TO APPOINT BOARD MEMBERS TO ASBURY VILLAS AS STIPULATED IN THE BY-LAWS OF ASBURY VILLAS. FORM 990, PART VI, SECTION A, LINE 7B THE PARENT ENTITY OF ASBURY HEALTH CENTER, ASBURY HEIGHTS OF UPMC, HAS THE FOLLOWING RESERVED POWER: ONLY THE MEMBER OF THE CORPORATION CAN OBLIGATE THE CORPORATION TO PAY A MORTGAGE BOND, PROMISSORY NOTE OR OTHER INSTRUMENT OBLIGATING THE CORPORATION TO A DEBT PAYABLE TO A THIRD PARTY FOR A TERM IN EXCESS OF ONE YEAR. THIS RESTRICTION SHALL NOT APPLY TO LEASES OR AGREEMENTS FOR PROFESSIONAL SERVICES. FORM 990, PART VI, SECTION B, LINE 11B ASBURY VILLAS HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C UPMC REQUIRES ALL OF ITS KEY EMPLOYEES AND NON-EMPLOYED PERSONNEL TO COMPLY WITH ITS CONFLICT OF INTEREST POLICIES WHEN THEY ENGAGE IN UPMC-RELATED BUSINESS. PEOPLE COVERED BY THE POLICIES INCLUDE: -UPMC ENTITY BOARD MEMBERS, BOARD COMMITTEE MEMBERS, AND CORPORATE OFFICERS -UPMC PHYSICIANS AND NON-PHYSICIAN EMPLOYEES WHO HOLD A POSITION OF INFLUENCE -NON-EMPLOYED MEMBERS OF THE UPMC MEDICAL STAFF WHO HOLD A POSITION OF INFLUENCE OF TRUST -INDIVIDUALS CONDUCTING CLINICAL RESEARCH AT UPMC, WHETHER OR NOT THEY ARE EMPLOYED BY UPMC. THESE PEOPLE ARE REQUIRED TO COMPLETE A QUESTIONNAIRE AT LEAST ANNUALLY. AN ELECTRONIC FORM HAS BEEN DEVELOPED TO CAPTURE THE DATA FROM THE QUESTIONNAIRE AND TO MONITOR COMPLETION. THE INFORMATION, ALONG WITH OTHER DATA, IS USED TO CAPTURE INDIVIDUAL AND INSTITUTIONAL RELATIONSHIPS SO THAT POTENTIAL CONFLICTS OF INTEREST CAN BE IDENTIFIED. IF A POTENTIAL CONFLICT IS IDENTIFIED REGARDING A SPECIFIC UPMC ACTIVITY THE CORPORATE COMPLIANCE DEPARTMENT, WITH THE ASSISTANCE OF THE LEGAL DEPARTMENT, EVALUATE THE ACTIVITY IN RELATION TO THE POTENTIAL CONFLICT. IF A PERCEIVED OR ACTUAL CONFLICT IS DETERMINED TO EXIST AND A DECISION IS MADE TO PROCEED WITH THE ACTIVITY, A WRITTEN PLAN DESIGNED TO PREVENT THE CONFLICT FROM INFLUENCING DECISIONS RELATED TO THE ACTIVITY IS DEVELOPED. THE PROCESS IS ULTIMATELY OVERSEEN BY A CONFLICT OF INTEREST COMMITTEE OF THE UPMC BOARD OF DIRECTORS ON BEHALF OF ALL UPMC SUBSIDIARIES, INCLUDING ASBURY VILLAS. FORM 990, PART VI, SECTION B, LINE 15 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 VILLAS. FORM 990, PART VI, SECTION C, LINE 18 ASBURY VILLAS MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, MANAGEMENT DETERMINES PUBLIC DISCLOSURE APPLICABILITY. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 417,984. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 417,984. FORM 990, PART XII, LINE 2: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PART OF A CONSOLIDATED FINANCIAL STATEMENT AUDIT PERFORMED BY EY FOR UPMC AND ALL SUBSIDIARIES. THE ENTIRE SYSTEM'S FINANCIAL STATEMENTS, OF WHICH THIS ORGANIZATIONS IS PART OF, ARE POSTED ON THE UPMC WEBSITE. (WWW.UPMC.COM) THE FINANCIAL STATEMENT AUDIT DURING THE 990 FILING PERIOD IS FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2021. 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