PITTSBURGH LIFETIME CARE COMMUNITY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PITTSBURGH LIFETIME CARE COMMUNITY (EIN 25-1335247)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-12
- IRS object ID
- 201320439349300727
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T10:47:52-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251335247 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITTSBURGH LIFETIME CARE COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % FINANCE DEPARTMENT | InCareOfName |
| Name Control | PITT | NameControl |
| Phone | 7247768100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORMAN DRIVE | AddressLine1 |
| City | CRANBERRY TWP | City |
| State | PA | State |
| ZIP Code | 160664228 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK BONDI | Name |
| Title | CEO/PRESIDENT | Title |
| Date Signed | 2013-02-07 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20451432 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.sherwood-oaks.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | CONTINUING CARE RETIREMENT COMMUNITY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 411 | TotalNbrEmployees |
| Total Nbr Volunteers | 36 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 290462 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 458061 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16231524 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16904711 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1745152 | InvestmentIncomePriorYear |
| Investment Income Current Year | 120062 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18267138 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17482834 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8043900 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8418394 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8716635 | OtherExpensePriorYear |
| Other Expenses Current Year | 8945628 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16760535 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17364022 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1506603 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 118812 | RevenuesLessExpensesCY |
| Total Assets BOY | 62614158 | TotalAssetsBOY |
| Total Assets EOY | 61072894 | TotalAssetsEOY |
| Total Liabilities BOY | 53063297 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 52061041 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9550861 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9011853 | NetAssetsOrFundBalancesEOY |
| Mission Description | CONTINUING CARE RETIREMENT COMMUNITY | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15520472 | Expense |
| Revenue | 16904711 | Revenue |
| Description | See Schedule O | Description |
| Total Program Service Expense | 15520472 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 58 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 411 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FINANCE DEPARTMENT | NamePerson |
| Telephone Number | 7247768100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORMAN DRIVE | AddressLine1 |
| City | Cranberry Township | City |
| State | PA | State |
| ZIP Code | 160664228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| MARK D BONDI | |||||||
| PRESIDENT & CEO | 40.0 | X | X | 206441 | 0 | 29133 | |
| JOHN D HOUSTON | |||||||
| CHAIRMAN | 1.0 | X | 0 | 0 | 0 | ||
| DAVID NACE MD | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 240940 | 14759 | ||
| JOHN DAVIS | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 0 | 0 | ||
| ERNEST HAHN | |||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | |
| JEROME SHAFFER | |||||||
| BOARD MEMBER | 1.0 | X | 0 | 272879 | 31922 | ||
| Deborah Brodine | |||||||
| Vice Chairman | 1.0 | X | 0 | 425845 | 56100 | ||
| Ronald Gigler AIA | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Ralph Peabody | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Linda Sturdivant | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Olive Tiller | |||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | ||
| Annette McPeek | |||||||
| Chief Financial Officer | 40.0 | X | 86591 | 0 | 9208 | ||
| IRENE M PRICE | |||||||
| VP & COO | 40.0 | 109371 | 0 | 23463 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 402403 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 939664 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 164585 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CURA HOSPITALITY INC | |||||
| PO BOX 827276 | PHILADELPHIA | PA | 191827276 | FOOD SERVICE | 1686711 |
| GRAZIANO CONSTRUCTION | |||||
| 654 ALPHA DRIVE | PITTSBURGH | PA | 15238 | CONSTRUCTION | 1100510 |
| PITTSBURGH PROFESSIONAL BUILDERS | |||||
| 976 ELLEN DRIVE | PITTSBURGH | PA | 15227 | CONSTRUCTION | 378489 |
| CORE NETWORK LLC | |||||
| 625 WALNUT STREET | MCKEESPORT | PA | 15132 | REHABILITATION SERV | 291774 |
| H MARKETING SERVICES INC | |||||
| 419 STATION STREET | BRIDGEVILLE | PA | 15017 | MAILING SERVICES | 163468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 250000 | RelatedOrganizations |
| All Other Contributions | 208061 | AllOtherContributions |
| Total Contributions | 458061 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| RESIDENT SVC REV. | 11880702 | 11880702 |
| PATIENT SVC REV. | 4197931 | 4197931 |
| MISC. SUPPORT SERV | 826078 | 826078 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16904711 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 155397 | TotalRevenueColumn |
| Exclusion | $155,397 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2247800 | Securities |
| Other | 685463 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2256860 | Securities |
| Other | 711738 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -9060 | Securities |
| Other | -26275 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -35335 | TotalRevenueColumn |
| Exclusion | -$35,335 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17482834 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16904711 | RelatedOrExemptFunctionIncome |
| Exclusion | $120,062 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464207 | Total |
| Management And General | 464207 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6371153 | Total |
| Program Services | 5933420 | ProgramServices |
| Management And General | 437733 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1583034 | Total |
| Program Services | 1293996 | ProgramServices |
| Management And General | 289038 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 747717 | Total |
| Program Services | 747717 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3282 | Total |
| Management And General | 3282 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62998 | Total |
| Management And General | 62998 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272446 | Total |
| Program Services | 245417 | ProgramServices |
| Management And General | 27029 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220239 | Total |
| Program Services | 980796 | ProgramServices |
| Management And General | 239443 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18631 | Total |
| Program Services | 13831 | ProgramServices |
| Management And General | 4800 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16913 | Total |
| Program Services | 10761 | ProgramServices |
| Management And General | 6152 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 957192 | Total |
| Program Services | 957192 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2425346 | Total |
| Program Services | 2425346 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84349 | Total |
| Program Services | 84349 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| SUPPLIES | 1986861 | 1960814 | 26047 |
| EQUIPMENT RENTAL | 361881 | 334847 | 27034 |
| BAD DEBT | 226107 | 226107 | |
| DUES/LICENSE | 37427 | 5490 | 31937 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 524239 | Total |
| Program Services | 300389 | ProgramServices |
| Management And General | 223850 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17364022 | Total |
| Program Services | 15520472 | ProgramServices |
| Management And General | 1843550 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1240369 | BOY |
| EOY | 2272714 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 532649 | BOY |
| EOY | 417730 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 354080 | BOY |
| EOY | 219224 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139393 | BOY |
| EOY | 153872 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317197 | BOY |
| EOY | 317160 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 67731703 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24783423 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42328185 | BOY |
| EOY | 42948280 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8632220 | BOY |
| EOY | 13479971 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9070065 | BOY |
| EOY | 1263943 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62614158 | BOY |
| EOY | 61072894 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1179501 | BOY |
| EOY | 600365 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28663946 | BOY |
| EOY | 29862822 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23219850 | BOY |
| EOY | 21597854 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53063297 | BOY |
| EOY | 52061041 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 600091 | BOY |
| EOY | 592821 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8940770 | BOY |
| EOY | 8409032 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 10000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9550861 | BOY |
| EOY | 9011853 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62614158 | BOY |
| EOY | 61072894 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 118812 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -657820 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2994663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 827971 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 290462 | CurrentTaxYearMinus1Year |
| Current Tax Year | 458061 | CurrentTaxYear |
| Total | 4576157 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14316960 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14777014 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15807469 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16231524 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16904711 | CurrentTaxYear |
| Total | 78037678 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17311623 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15604985 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15812469 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16521986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17362772 | CurrentTaxYear |
| Total | 82613835 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 82613835 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 415708 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 299753 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 173755 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 171974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155397 | CurrentTaxYear |
| Total | 1216587 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 415708 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 299753 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 173755 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 171974 | CurrentTaxYearMinus1Year |
| Current Tax Year | 155397 | CurrentTaxYear |
| Total | 1216587 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17727331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15904738 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15986224 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16693960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17518169 | CurrentTaxYear |
| Total | 83830422 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98549 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98386 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01451 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01614 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Current Year Minus3 Years | CurrentYearMinus3Years |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 645792 | OtherCostOrOtherBasis |
| Book Value | 645792 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63420812 | OtherCostOrOtherBasis |
| Depreciation | 23027569 | Depreciation |
| Book Value | 40393243 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3550942 | OtherCostOrOtherBasis |
| Depreciation | 1755854 | Depreciation |
| Book Value | 1795088 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 114157 | OtherCostOrOtherBasis |
| Book Value | 114157 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 42948280 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY | $115,696 |
| DUE TO EXEMPT PARENT | $21,482,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 21597854 | TotalOfAmounts |
| Total Revenue | 17482834 | TotalRevenue |
| Total Expenses | 17364022 | TotalExpenses |
| Excess Or Deficit For Year | 118812 | ExcessOrDeficitForYear |
| Other | -$468,106 | OtherAmount |
| Total Adjustments | -468106 | TotalAdjustments |
| Excess Or Deficit Per FS | -349294 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16759911 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -189714 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -189714 | RevenueNotRptdF990 |
| Revenue Subtotal | 16949625 | RevenueSubtotal |
| Other Revenues Not Included | 533209 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 533209 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17482834 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17234439 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 96524 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 96524 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17137915 | ExpensesSubtotal |
| Other Expenses Not Included | 226107 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 226107 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17364022 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIV, Supplemental Information | PART XI LINE 8 OTHER | Bad Debt $226,107 Restricted Contributions $307,102 TOTAL OTHER $533,209 |
| Part XIV, Supplemental Information | Part XI, Line 8 OTHER | Net Assets Released from Restrictions $96,524 Bad Debt $226,107 TOTAL $129,584 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK D BONDI | |||||||||||||
| 155565 | 0 | 47500 | 0 | 3376 | 0 | 12802 | 0 | 16331 | 0 | 235574 | 0 | 0 | 0 |
| DAVID NACE MD | |||||||||||||
| 0 | 109992 | 0 | 87276 | 0 | 43672 | 0 | 13809 | 0 | 950 | 0 | 255699 | 0 | 0 |
| JEROME SHAFFER | |||||||||||||
| 0 | 180679 | 0 | 91000 | 0 | 1200 | 0 | 16100 | 0 | 15822 | 0 | 304801 | 0 | |
| Deborah Brodine | |||||||||||||
| 0 | 216478 | 0 | 200000 | 0 | 9367 | 0 | 39008 | 0 | 17092 | 0 | 481945 | 0 | 4200 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part 1 Question 7 | Identifier |
| Explanation | 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part III Statement of Program Service Accomplishments | Organizations programs and accomplishments | Pittsburgh Lifetime Care Community d/b/a Sherwood Oaks EIN 25-1335247 Fiscal Year Ending June 30, 2012 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. 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, 2012, Sherwood Oaks provided services in the aggregate of 147,760 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 | Section A: Governing Body and Management | Question 2: Deborah Brodine and Jerome Shaffer both serve in officer or board member capacity in related (parent or brother-sister) exempt entities. 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 | Section B: Policies | 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 sections 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 | Section C: Disclosure | Question 19: Upon request, management determines public disclosure applicability. |
| PART VII COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES | HIGHEST COMPENSATED EMPLOYEES AND INDEPENDENT CONTRACTORS | 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 | 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 Audited Financial Statements of UPMC and subsidiaries. |
| Part XI, Other Changes in Net Assets | Changes in Net Assets | UNREALIZED LOSS ON INVESTMENT $(181,647) CHANGES IN BENEFICIALS INTEREST $(281,517) CHANGE IN RESTRICTED FUNDS $(193,047) CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES $(1,609) TOTAL............................... $(657,820) |
| Schedule R- Related Organizations and Unrelated Partnerships | Part II and III, Identification of related tax-exempt and taxable p-ship | There are organizations included in the UPMC Group form 990 tax return for fiscal year 2012 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UPMC Senior Communities inc | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251574736 | sr living | PA | 501(C)(3) | 9 | upmc | false |
| seneca place | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 721562844 | sr living | PA | 501(C)(3) | 9 | upmc sr comm | false |
| upmc | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251423657 | support exemp | PA | 501(C)(3) | 11C-III FI | Na | false |
| upmc lee | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 250613830 | inactive | PA | 501(C)(3) | 3 | upmc | false |
| community physician services inc | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251722923 | inactive | PA | 501(C)(3) | 9 | upmc | false |
| pittsburgh care partnership inc | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251753852 | adultdaycare | PA | 501(C)(3) | 9 | upmc | false |
| canterbury place | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 250965334 | sr living | PA | 501(C)(3) | 11(A)I | upmc sr comm | false |
| upmc center for high value healthcare | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 452178782 | research | PA | 501(C)(3) | 7 | upmc | false |
| clinical connect hie | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 274585032 | technology | PA | 501(C)(3) | 11(B)II | upmc | false |
| shadyside hospital supporting foundation | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 260303394 | foundation | PA | 501(C)(3) | 11(A)I | upmc | false |
| shadyside hospital foundation | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251290546 | foundation | PA | 501(C)(3) | 11(C)III | upmc presby | false |
| passavant hospital foundation | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251407815 | foundation | PA | 501(C)(3) | 11(B)II | upmc | false |
| upmc northwest foundation | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251483624 | foundation | PA | 501(C)(3) | 11(D)III | NA | false |
| St Margaret Foundation | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251520340 | foundation | PA | 501(C)(3) | 7 | upmc st marg | false |
| childrens hospital of pgh foundation | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251865744 | foundation | PA | 501(C)(3) | 7 | upmc chp | false |
| magee-women research inst and foundation | ||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251462311 | foundation | PA | 501(C)(3) | 7 | na | false |
| upmc hamot | ||||||||||
| 201 state street | erie | PA | 16550 | 250965387 | hospital | PA | 501(C)(3) | 3 | upmc | false |
| regional health services inc | ||||||||||
| 300 state street | erie | PA | 16507 | 251403958 | outpatient sv | PA | 501(C)(3) | 9 | upmc hamot | false |
| kane community hospital | ||||||||||
| 4372 route 6 | kane | PA | 16735 | 250998168 | hospital | PA | 501(C)(3) | 3 | upmc hamot | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|
| seneca hills assist living lp | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 232873106 | retirement comm | PA | na |
| st margaret medical arts assoc | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 251786655 | medical office | PA | na |
| liliane s kaufmann mob assoc | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 251551779 | med office bl | PA | na |
| core network llc | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 251786209 | healthcare | PA | na |
| upmc jefferson regional home health lp | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 251844485 | homecare | PA | na |
| life home care lp | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 251847839 | homecare | PA | na |
| shadyside medical centers assoc | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 251608318 | med office bl | PA | na |
| chartwell pa lp | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 251729714 | home health | PA | na |
| epn-hamot urgent care llc | |||||||
| 600 grant street 58th floor | pittsburgh | PA | 15219 | 272147949 | urgent care | PA | na |
| life home care srv of w pa | |||||||
| 1647 sassafras st | erie | PA | 16507 | 251536879 | home health serv | PA | na |
| hamot-kch real estate venture | |||||||
| 300 state street | erie | PA | 16507 | 263691782 | med office bldg | PA | na |
| hamot surgery center | |||||||
| 200 state street | erie | PA | 16550 | ambulatory surger | PA | na | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (47 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Address Line1AddressForeign/AddressLine1 | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry | CityAddressForeign/City |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| hc pharmacy central inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 231364192 | pharmacy co-o | PA | na | c | ||||||
| children's community care | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251781887 | healthcare | PA | na | c | ||||||
| northwest radiation treatment | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251562979 | radiation ser | PA | na | c | ||||||
| cooklock enterprises inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251512753 | real estate | PA | na | c | ||||||
| upmc cancer centers ireland limited | ||||||||||||||
| cancer treatment | na | c | 6th floor beacon hospital | dublin | EI | 18 | EI | |||||||
| upmc cancer centers holding company inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251877017 | holding co | PA | na | c | ||||||
| hematology oncology assoc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 421648357 | healthcare | PA | na | c | ||||||
| oncology hematology assoc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251762980 | healthcare | PA | na | c | ||||||
| tri-state neurosurgical assoc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251458655 | healthcare | PA | na | c | ||||||
| renaissance family practice | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 262942406 | healthcare | PA | na | c | ||||||
| upmc holding company inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251777713 | holding corp | PA | na | c | ||||||
| upmc coverage products inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251777710 | holding corp | PA | na | c | ||||||
| freedom insurance company | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 030308944 | insurance | VT | na | c | ||||||
| tri-century insurance co | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251500739 | insurance | PA | na | c | ||||||
| upmc insurance agency inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251883237 | insurance | PA | na | c | ||||||
| upmc health benefits inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251844144 | insurance | PA | na | c | ||||||
| upmc health network inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 721527566 | insurance | PA | na | c | ||||||
| upmc health plan inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 232813536 | insurance | PA | na | c | ||||||
| upmc benefit management serv | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251769564 | workers comp | PA | na | c | ||||||
| upmc diversified services inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251778454 | holding corp | PA | na | c | ||||||
| monroeville specialty clinic | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251666087 | healthcare | PA | na | c | ||||||
| medical archival systems inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 232912501 | software deve | DE | na | c | ||||||
| presby health resource mgmt | ||||||||||||||
| 600 grant street | pittsburghp | PA | 15219 | 251422155 | healthcare | PA | na | c | ||||||
| rx partners inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251801966 | pharmacy services | PA | na | c | ||||||
| biotronics inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251843500 | equip mainten | PA | na | c | ||||||
| medical center properties inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 251796940 | real estate | PA | na | c | ||||||
| upmc environmental research | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 204309237 | inactive | PA | na | c | ||||||
| askesis development group inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 541625585 | software deve | DE | na | c | ||||||
| panther reinsurance company | ||||||||||||||
| insurance | na | c | po box 1109 | CJ | CJ | grand cayman | ||||||||
| forbes insurance company | ||||||||||||||
| insurance | na | c | po box 1109 | CJ | CJ | grand cayman | ||||||||
| cathedral (RE) insurance company | ||||||||||||||
| insurance | na | c | po box 1109 | CJ | CJ | grand cayman | ||||||||
| upmc international health initiatives | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 841706741 | inactive | PA | na | c | ||||||
| upmc ireland limited | ||||||||||||||
| healthcare su | na | c | 6th floor beacon hospital | EI | EI | dublin 18 | ||||||||
| upmc united kingdom ltd | ||||||||||||||
| 980571026 | software lice | na | c | c/o nair co 11th floor | bs12 lewis | UK | UK | bristol whitefriars | ||||||
| upmc cyprus holdings ltd | ||||||||||||||
| healthcare su | na | c | julia house 3 106 | CY | CY | nocosi themistockles | ||||||||
| upmc beacon sandyford limited | ||||||||||||||
| hospital oper | na | c | ste 36 beacon hill | dublin | EI | EI | beacon court | |||||||
| upmc bcs limited | ||||||||||||||
| holding corp | na | c | ste 36 beacon hill | dublin | EI | EI | beacon court | |||||||
| upmc bmgs limited | ||||||||||||||
| trilogy leas | na | c | ste 36 beacon hill | dublin | EI | EI | beacon court | |||||||
| upmc bhsh limited | ||||||||||||||
| holding corp | na | c | beacon hill | dublin | EI | EI | the mall at beacon court | |||||||
| upmc work alliance inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 452825053 | insurance | PA | na | c | ||||||
| evolent health inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 453084136 | healthcare suppor | PA | na | c | ||||||
| 21st century biodefense inc | ||||||||||||||
| 600 grant street | pittsburgh | PA | 15219 | 263806281 | inactive | PA | na | c | ||||||
| upmc cancer centers international limite | ||||||||||||||
| holding co | na | c | 6th floor beacon hospital | dublin | EI | 18 | EI | |||||||
| upmc cyprus ltd | ||||||||||||||
| healthcare su | na | c | julia house 3 | themistockles | CY | CY | 106 nocosi | |||||||
| bayfront regional development corp | ||||||||||||||
| 300 state street | erie | PA | 16507 | 251401388 | re holding co | PA | na | c | ||||||
| bayside development corp | ||||||||||||||
| 300 state street | erie | PA | 16507 | 251401386 | real estate/p | PA | na | c | ||||||
| kane anesthesia | ||||||||||||||
| 4372 rte 6 | kane | PA | 16735 | 050555457 | professional sv | PA | na | c | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|
| RX PARTNERS INC | |
| O | 177,924 |
| UPMC | |
| O | 274,423 |
| UPMC COMMUNITY PROVIDER SERVICES | |
| O | 101,291 |
| CORE NETWORK LLC | |
| O | 321,430 |
Comments