2016-09-02T07:52:39-05:00 2015-12-31 550486667 ARNETT CARBIS TOOTHMAN LLP 5700 CORPORATE DRIVE STE 650 PITTSBURGH PA 15237 990 2015-01-01 251555687 UNITED METHODIST SERVICES FOR THE AGING UNIT 4125715170 700 BOWER HILL ROAD PITTSBURGH PA 15243 AUDREY BURGOON ASSISTANT SECRETARY 4125715170 2016-08-11 1 JEFFREY J PETRELL CPA P00138808 4126356270 2016-08-11 2015 2016-12-15 16:53:06Z ASBURY HEIGHTS JOHN ZANARDELLI 700 BOWER HILL ROAD PITTSBURGH PA 15243 1604536 0 X WWW.ASBURYHEIGHTS.ORG X 1985 PA PROVIDES SUPPORT TO SENIOR LIVING SUBSIDIAIRES THAT ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) 10 9 38 9 0 0 2108 0 0 1599921 4172 4615 0 0 6280 1604536 0 0 0 0 1566076 1666518 0 0 0 746561 624754 2312637 2291272 -2306357 -686736 929576 857881 151662 187323 777914 670558 PROVIDES SUPPORT TO SENIOR LIVING SUBSIDIAIRES THAT ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) 0 0 1599921 PROVIDES SUPPORT TO SENIOR LIVING SUBSIDIAIRES THAT ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 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 1 1 0 0 1 63 0 38 1 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X SUE SPIKE CONTROLLER 4125715170 700 BOWER HILL ROAD PITTSBURGH PA 15243 MARTIN SIEFERING PRESIDENT 1.00 5.00 X X 0 0 0 RICHARD ZAHREN SECRETARY 1.00 5.00 X X 0 0 0 RICHARD W PURNELL TREASURER 1.00 5.00 X X 0 0 0 JOHN J ZANARDELLI CEO/PRESIDENT 1.00 39.00 X X 214602 0 25331 PHILIP T SWEENEY DIRECTOR 1.00 5.00 X 0 0 0 DAVID JOHNSON DIRECTOR 1.00 5.00 X 0 0 0 WANDA MCGARRY DIRECTOR 1.00 5.00 X 0 0 0 CHRISTINE HERB DIRECTOR 1.00 5.00 X 0 0 0 STEVEN M ALBERT DIRECTOR 1.00 5.00 X 0 0 0 JAMES S HARPER DIRECTOR 1.00 5.00 X 0 0 0 DANIEL M WOLF CFO/ASSISTANT TREASURER 1.00 39.00 X 115501 0 21495 AUDREY L BURGOON ASSISTANT SECRETARY 1.00 39.00 X 100720 0 9955 CARA TODHUNTER SENIOR ADMINISTRATIVE DIRECTOR 1.00 39.00 X 110246 0 7458 541069 0 64239 4 0 1 0 CURA HOSPITALITY INC PO BOX 743676 ATLANTA GA 30374 DIETARY SERVICES 1421906 ALLIANCE REHABHVA 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 THERAPY 1094487 METZ ENVIRONMENTAL SERVICES 2 WOODLAND DRIVE DALLAS PA 18612 HOUSEKEEPING & LAUNDRY 884467 PITTSBURGH PROFESSIONAL BUILDERS 976 ELLEN DRIVE PITTSBURGH PA 15227 GENERAL CONSTRUCTION AND RENOVATION 687318 MCKAMISH 50 55TH STREET PITTSBURGH PA 15201 HEATING & COOLING 167932 6 ADMINISTRATIVE OVERSIG 561000 1599921 1599921 1599921 4615 4615 1604536 1599921 0 4615 376929 376929 1009123 1009123 67104 67104 118043 118043 95319 95319 53088 53088 40500 40500 54009 54009 10153 10153 60808 60808 158481 158481 31027 31027 294 294 26006 26006 146103 146103 17785 17785 GROCERIES 21488 21488 DUES, FEES, & SERVICE C 5012 5012 2291272 0 2291272 0 0 187 17063 12888 1684585 1062404 706388 622181 206125 222625 929576 857881 151662 187323 151662 187323 X 777914 670558 777914 670558 929576 857881 X -686736 -6112 585492 X X 0 1 X 1 0 X X 4 ASBURY HEALTH CENTER 250969472 9 1 1652522 0 ASBURY FOUNDATION 251555688 7 1 112697 0 ASBURY PLACE 251729266 9 1 172291 0 ASBURY VILLAS 251819952 9 1 214456 0 4 2151966 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1239047 919866 319181 445538 142538 303000 622181 457 PLANS 222625 222625 X PART X, LINE 2: UMSA FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN UMSA'S CONSOLIDATED FINANCIAL STATEMENTS THAT PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS GUIDANCE HAD NO MATERIAL EFFECT ON THE CONSOLIDATED FINANCIAL STATEMENTS. UMSA'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED ON THE CONSOLIDATED STATEMENTS OF OPERATIONS AS A RESULT OF THIS GUIDANCE. GENERALLY, TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2012, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 JOHN J ZANARDELLI CEO/PRESIDENT 205783 0 460 0 8359 0 13150 0 12181 0 239933 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 UNITED METHODIST SERVICES FOR THE AGING 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 AT THE ANNUAL BOARD MEETING, EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. THE CONFLICT OF INTEREST STATEMENTS ARE MONITORED DURING THE BOARD MEETING. IF AN INTERESTED POLICY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS DETERMINED BY THE COMPENSATION COMMITTEE, WHICH IS COMPRISED OF CERTAIN OFFICERS OF THE BOARD AND GENERAL COUNSEL. COMPENSATION ADJUSTMENTS ARE DETERMINED IN CONSIDERATION OF BOTH INTERNAL EQUITY AS WELL AS EXTERNAL MARKETPLACE EQUITY. AS A PART OF THE ANNUAL BUDGETING PROCESS, THE BOARD AGREES TO AN OPERATING BUDGET THAT INCLUDES ANTICIPATED ADJUSTMENTS TO THE COMPENSATION OF ALL MANAGEMENT EMPLOYEES INCLUDING THE CEO. EVERY THREE TO FIVE YEARS AN OUTSIDE CONSULTANT FIRM IS HIRED BY THE COMPENSATION COMMITTEE TO REVIEW THE EXTERNAL COMPETITIVENESS OF THE CEO'S COMPENSATION PACKAGE. THE MOST RECENT REVIEW INCLUDED THE COMPLETION OF A CUSTOMIZED AND HIGHLY DETAILED COMPENSATION ANALYSIS WHICH, AMONG OTHER THINGS, ESTABLISHED THE COMPENSATION RANGE FOR THE CEO POSITION, USING BOTH NATIONAL/REGIONAL AND LOCAL DATA. THE RESULTS OF THESE THIRD PARTY ANALYSES FROM THE BASIS OF ASSESSING EXTERNAL MARKETPLACE COMPETITIVENESS/FAIRNESS OF THE COMPENSATION PACKAGE AND INFORMS OF ANY NEEDED ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 18 UNITED METHODIST SERVICES FOR THE AGING MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, UNITED METHODIST SERVICES FOR THE AGING DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: FORGIVENESS OF DEBT DUE TO RELATED PARTY 585,492. FORM 990, PART XII, LINE 2C: UNITED METHODIST SERVICES FOR THE AGING HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART VII UNITED METHODIST SERVICES FOR THE AGING IS THE PARENT CORPORATION OF FIVE TAX EXEMPT ENTITIES. THE EXPENSES FOR ALL OF THE ENTITIES ARE PAID THROUGH UNITED METHODIST SERVICES FOR THE AGING AND THEN ALLOCATED TO THE VARIOUS RELATED ORGANIZATIONS. SOME OF THE EXPENSES RELATED TO THE PAYMENTS TO THE FIVE HIGHEST PAID CONTRACTORS WERE ALLOCATED TO THE VARIOUS RELATED ORGANIZATIONS. SEE SCHEDULE R, PART II FOR THE LIST OF RELATED ORGANIZATIONS. ASBURY VILLAS 700 BOWER HILL ROAD PITTSBURGH PA 15243 251819952 HEALTHCARE PA 501(C)(3) LINE 9 UNITED METHODIST SERVICES FOR THE AGING 1 ASBURY FOUNDATION 700 BOWER HILL ROAD PITTSBURGH PA 15243 251555688 FUNDRAISING PA 501(C)(3) LINE 7 UNITED METHODIST SERVICES FOR THE AGING 1 WESLEY HILLS OF MT LEBANON 700 BOWER HILL ROAD PITTSBURGH PA 15243 251507472 HEALTHCARE PA 501(C)(3) PF UNITED METHODIST SERVICES FOR THE AGING 1 ASBURY PLACE 700 BOWER HILL ROAD PITTSBURGH PA 15243 251729266 HEALTHCARE PA 501(C)(3) LINE 9 UNITED METHODIST SERVICES FOR THE AGING 1 ASBURY HEALTH CENTER 700 BOWER HILL ROAD PITTSBURGH PA 15243 250969472 HEALTHCARE PA 501(C)(3) LINE 9 UNITED METHODIST SERVICES FOR THE AGING 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 ASBURY HEALTH CENTER S 1443446 ACTUAL COST ASBURY FOUNDATION R 224926 ACTUAL COST WESLEY HILLS OF MT LEBANON S 122364 ACTUAL COST ASBURY PLACE R 238475 ACTUAL COST ASBURY VILLAS R 516918 ACTUAL COST