2016-03-30T11:07:02-05:00 2015-06-30 990 2014-07-01 251335247 PITTSBURGH LIFETIME CARE COMMUNITY % ANNETTE MCPEEK PITT 7247768100 100 NORMAN DRIVE CRANBERRY TWP PA 160664228 MARK BONDI PRESIDENT 2016-03-15 2014 2016-08-17 19:52:53Z 22220344 false X www.sherwood-oaks.com X 1977 PA CONTINUING CARE RETIREMENT COMMUNITY FOSTERING PHYSICAL AND FINANCIAL SECURITY TO SENIORS THROUGH INDEPENDENT LIVING,PERSONAL CARE, MEMORY CARE AND NURSING CARE FACIL. 10 6 411 29 0 343447 39926 18038765 18763001 848454 138478 0 0 19230666 18941405 0 0 0 0 8889957 8803119 0 0 0 9130833 9017817 18020790 17820936 1209876 1120469 62129332 62169720 55325923 55653926 6803409 6515794 X CONTINUING CARE RETIREMENT COMMUNITY FOSTERING PHYSICAL AND FINANCIAL SECURITY TO SENIORS THROUGH INDEPENDENT LIVING, PERSONAL CARE, MEMORY CARE AND NURSING CARE FACILITIES. false false 15588724 18763001 See Schedule O 15588724 true true false false false false false false false true false false false true false true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 411 true false false false false false false false false false false X 10 6 false false false false true true true true true false false true true true true true true false false false PA X ANNETTE MCPEEK 7247768100 100 NORMAN DRIVE Cranberry Township PA 160664228 MARK D BONDI PRESIDENT & CEO 40.0 0.0 X X 229300 0 33382 JOHN D HOUSTON II CHAIRMAN 1.0 0.0 X 0 0 0 DAVID NACE MD BOARD MEMBER 1.0 40.0 X 0 188551 12636 ERNEST HAHN board member 1.0 0.0 X 0 0 0 JEROME SHAFFER treasurer & CFO 1.0 40.0 X 0 293469 35188 Ronald Gigler AIA Board Member 1.0 0.0 X 0 0 0 peter broeren Board Member 1.0 0.0 X 0 0 0 Olive Tiller Board Member 1.0 0.0 X 0 0 0 Nanci Case Board Member & VP Sales/Market 1.0 40.0 X 0 250125 16627 madelin clements board member 1.0 0.0 X 0 0 0 Annette McPeek Chief Financial Officer 40.0 0.0 X 90864 0 24136 320164 732145 121969 1 false true false CURA HOSPITALITY INC PO BOX 827276 PHILADELPHIA PA 191827276 FOOD SERVICE 1794287 CORE NETWORK LLC 625 WALNUT STREET MCKEESPORT PA 15132 REHABILITATION SERV 292220 PITTSBURGH PROFESSIONAL BUILDERS 976 ELLEN DRIVE PITTSBURGH PA 15227 CONSTRUCTION 258640 RC ELITE 155 HALL ROAD ALIQUIPPA PA 15001 PAINTING 187450 RX PARTNERS 500 OLD POND ROAD STE 406 BRIDGEVILLE PA 15017 PHARMACY 155077 5 39926 39926 RESIDENT SVC REV. 17917095 17917095 MISC. SUPPORT SERV 845906 845906 18763001 80288 80288 0 0 0 0 0 1458507 1878622 1339115 1939824 119392 -61202 58190 0 0 0 0 18941405 18763001 80288 0 0 0 0 262682 262682 0 6895828 6418044 477784 0 1644609 1503795 140814 0 0 782664 782664 45624 45624 68636 68636 0 0 0 0 0 116737 96412 20325 0 0 1308619 1073067 235552 11960 11960 0 15900 6988 8912 620895 501062 119833 0 2729491 2202699 526792 181272 84624 96648 SUPPLIES 1737259 1716640 20619 EQUIPMENT RENTAL 851672 798661 53011 BAD DEBT 8823 8823 DUES/LICENSE 45486 5701 39785 492779 377584 115195 17820936 15588724 2232212 0 2487614 2478520 0 0 0 0 394506 255650 0 0 0 0 172205 100000 144252 91084 163418 81709 70722561 29377840 42669776 41344721 14613843 16224291 0 0 0 0 0 0 1483718 1593745 62129332 62169720 531124 751769 0 0 37396529 40777853 0 0 0 0 0 0 0 0 0 0 17398270 14124304 55325923 55653926 X -3022731 -3177386 9816140 9683180 10000 10000 6803409 6515794 62129332 62169720 X 1120469 151193 -1559277 X false true X true X 290462 458061 11691 343447 39926 1143587 16231524 16904711 18007153 18038765 18763001 87945154 0 0 0 16521986 17362772 18018844 18382212 18802927 89088741 0 0 0 89088741 171974 155397 94954 92407 80288 595020 0 171974 155397 94954 92407 80288 595020 0 0 16693960 17518169 18113798 18474619 18883215 89683761 0.99337 0.99207 0.00664 0.00793 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 645792 645792 66205197 27430898 38774299 3761090 1946942 1814148 110482 110482 41344721 0 CHARITABLE GIFT ANNUITY 134474 DUE TO EXEMPT PARENT 13989830 14124304 18953114 18953114 -11709 -11709 18941405 17820936 17820936 17820936 Part XIV, Supplemental Information Restricted Contributions $36,741 NET ASSETS RELEASED FROM RESTRICTION $(48,450) TOTAL OTHER $(11,709) Part XIV, Supplemental Information false false false false false false false true false MARK D BONDI PRESIDENT & CEO 159210 0 62000 0 8090 0 15600 0 17782 0 262682 0 0 0 DAVID NACE MD BOARD MEMBER 0 117742 0 26569 0 44240 0 11546 0 1090 0 201187 0 0 JEROME SHAFFER treasurer & CFO 0 187146 0 105000 0 1323 0 19600 0 15588 0 328657 0 0 Nanci Case Board Member & VP Sales/Market 0 177536 0 71000 0 1589 0 14515 0 2112 0 266752 0 0 Part 1 Question 7 UPMC, the ultimate parent of Pittsburgh Lifetime Care, provides incentive compensation as part of its total compensation program for officers and key employees. This component is based upon the accomplishment of predetermined performance goals and objectives which focus on the achievement of multiple annual and three year individual and group performance criteria in the context of appropriate risk taking. These criteria directly support UPMC's mission and include: patient quality and satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others. Part III Statement of Program Service Accomplishments Pittsburgh Lifetime Care Community d/b/a Sherwood Oaks EIN 25-1335247 Fiscal Year Ending June 30, 2015 Form 990, Part III - Statement of Program Service Accomplishments The mission of Pittsburgh Lifetime Care Community (Sherwood Oaks) is to operate a continuing care retirement community for people over age 62 which fosters independence, health, physical and financial security, while preserving a quality and dignity of life in which residents realize their fullest potential. In fulfillment of this mission, Sherwood Oaks provides housing and supportive services to older adults on its 85 acre campus in Cranberry Township, PA. The services provide support that allows residents to live independently as long as feasible and offers more support in personal care, a secured dementia unit or a skilled nursing facility if necessary. Sherwood Oaks is accredited by the Continuing Care Accreditation Commission (CCAC), an independent commission sponsored by the Commission on Accreditation of Rehabilitation Facilities (CARF). In order to gain this distinction, the organization's programs and services have met consumer-focused, state-of-the-art international standards of performance in areas such as leadership, strategic planning, human resources, technology practices, and performance improvement. Sherwood Oaks is a member of Leading Age PA, a non-profit association of home and services for seniors in Pennsylvania, and also Leading Age, a national association that was previously named AAHSA, the American Association of Homes and Services for the Aging. What sets Sherwood Oaks apart from other retirement communities is their guarantee of personal care and skilled care whenever it is needed by a resident. This is the Lifecare program, and there is no limit on the number of nursing or personal care days a resident can receive. Additionally there are other service options providing residents with choices fitting their lifestyle needs. Sherwood Oaks offers a comprehensive package of health and wellness programs, including: " Fitness center to foster wellness and health promotion " In-home care provided by Community Nursing " Fully licensed 42-room personal care " Fully licensed 43-bed nursing home " Fully licensed 30-room personal care facility for residents with memory loss " Transportation services " Fully licensed home care agency For the year ended June 30, 2015, Sherwood Oaks provided services in the aggregate of 151,437 resident days for its skilled nursing, personal care, and retirement living residents. Sherwood Oaks provides a wide range of programs and services that address many aspects of a resident's life. These programs and services address the emotional, intellectual, social, physical, spiritual, and vocational aspects of life. The fitness center offers an array of exercise machines that promote strength and flexibility, along with equipment that promotes cardiovascular health. There is also a wellness manager to assist residents in achieving their health and wellness goals. Residents organize and participate in social, spiritual and educational programs that promote wellness. Some of the features/amenities at Sherwood Oaks include: Sound-proof and fire-rated construction Community nursing Meals served daily Fully-equipped kitchens Weekly housekeeping Utilities Weekly flat laundry service Maintenance of buildings Bathroom with safety aids Maintenance of grounds Security personnel on duty 24 hours/day Twenty-four hour emergency call system Smoke detectors Health Center Services: Sherwood Oaks has a state-licensed Medicare and Medicaid-approved health care center on site. A resident's continuing care contract guarantees unlimited nursing care. Additional health related services and facilities include: " Community nurse " Personal care studio apartments and suites " Regular doctor's office hours " Recreational, occupational and physical therapies " Specialty dementia unit There is a registered nurse on duty 24 hours a day, and physicians are on call. Part VI Governance, Management, and Disclosure Question 6: Pittsburgh Lifetime Care Community has one sole member, the exempt entity UPMC Senior Communities, Inc. Question 7A: The parent entity of Pittsburgh Lifetime Care Community, UPMC Senior Communities, Inc., has the abilty to appoint board members to Pittsburgh Lifetime Care Community as stipulated in the by-laws of Pittsburgh Lifetime Care Community. Question 7B: UPMC, as the parent entity of the sole member of Pittsburgh Lifetime Care, UPMC Senior Communities, has the right to approve certain actions and transactions of Pittsburgh Lifetime Care. The specific transactions that are subject to UPMC approval are stipulated in the By-laws of Pittsburgh Lifetime Care. Part VI Governance, Management, and Disclosure Question 11: A full copy of the form 990 was provided to each Board of Directors member prior to filing. Question 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 positon 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 sussidiaries, including Pittsburgh Lifetime Care Community. Question 15a and b: 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 section 4958 of the internal revenue code. UPMC gives authority to those executives to establish the compensation of executives of others subsidiaries and business units, including those of Pittsburgh Lifetime Care Community. Part VI Governance, Management, and Disclosure Question 19: Upon request, management determines public disclosure applicability. PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES ALL SALARIES AND BENEFITS REPORTED ARE BASED ON INDIVIDUALS' OPERATIONAL POSITIONS AND ARE NOT FOR SERVICES PERFORMED AS DIRECTORS OR BOARD MEMBERS. BOARD POSITIONS ARE ALL VOLUNTEER AND UNPAID. INDIVIDUALS ARE COMPENSATED FOR OPERATIONAL ROLES ONLY, NOT FOR DUTIES PERFORMED AS DIRECTORS OR BOARD MEMBERS. Part XI, Financial Statements and Reporting Question 2b: The organization's financial statements are audited separately by Ernst & Young for Pittsburgh Lifetime Care Community, as well as being included in the Consolidated Audited Financial Statements of UPMC and subsidiaries. Part XI, Other Changes in Net Assets AUDITED FINANCIAL ADJUSTMENT FOR FY14 $(1,710,854) OTHER MISC CHANGES $151,577 TOTAL............................... $(1,559,277) Schedule R- Related Organizations and Unrelated Partnerships There are organizations included in the UPMC Group form 990 tax return for fiscal year 2015 which are related to Pittsburgh Lifetime Care Community. These organizations are not required to be listed in schedule R. These related organizations have direct and indirect control. 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