2013-02-12T10:47:52-06:00 2012-06-30 990 2011-07-01 251335247 PITTSBURGH LIFETIME CARE COMMUNITY % FINANCE DEPARTMENT PITT 7247768100 100 NORMAN DRIVE CRANBERRY TWP PA 160664228 MARK BONDI 2013-02-07 2011 2016-03-07 17:11:31Z 20451432 false X www.sherwood-oaks.com X 1977 PA CONTINUING CARE RETIREMENT COMMUNITY 11 7 411 36 0 290462 458061 16231524 16904711 1745152 120062 0 0 18267138 17482834 0 0 0 0 8043900 8418394 0 0 0 8716635 8945628 16760535 17364022 1506603 118812 62614158 61072894 53063297 52061041 9550861 9011853 CONTINUING CARE RETIREMENT COMMUNITY false false 15520472 16904711 See Schedule O 15520472 true true false false false false false false false true false false false true false true true 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 false true 58 0 411 true false false false false false false false false false false X 11 7 true false false false true true true true true false false true true true true true true false false false PA X X FINANCE DEPARTMENT 7247768100 100 NORMAN DRIVE Cranberry Township PA 160664228 X MARK D BONDI 40.0 X X 206441 0 29133 JOHN D HOUSTON 1.0 X 0 0 0 DAVID NACE MD 1.0 X 0 240940 14759 JOHN DAVIS 1.0 X 0 0 0 ERNEST HAHN 1.0 X X 0 0 0 JEROME SHAFFER 1.0 X 0 272879 31922 Deborah Brodine 1.0 X 0 425845 56100 Ronald Gigler AIA 1.0 X 0 0 0 Ralph Peabody 1.0 X 0 0 0 Linda Sturdivant 1.0 X 0 0 0 Olive Tiller 1.0 X 0 0 0 Annette McPeek 40.0 X 86591 0 9208 IRENE M PRICE 40.0 X 109371 0 23463 402403 939664 164585 2 false true false 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 5 250000 208061 458061 RESIDENT SVC REV. 11880702 11880702 PATIENT SVC REV. 4197931 4197931 MISC. SUPPORT SERV 826078 826078 16904711 155397 155397 0 0 2247800 685463 2256860 711738 -9060 -26275 -35335 -35335 0 0 0 0 17482834 16904711 120062 0 0 0 0 464207 464207 0 6371153 5933420 437733 0 1583034 1293996 289038 0 0 747717 747717 3282 3282 62998 62998 0 0 0 0 0 272446 245417 27029 0 0 1220239 980796 239443 18631 13831 4800 0 16913 10761 6152 957192 957192 0 2425346 2425346 84349 84349 SUPPLIES 1986861 1960814 26047 EQUIPMENT RENTAL 361881 334847 27034 BAD DEBT 226107 226107 DUES/LICENSE 37427 5490 31937 524239 300389 223850 17364022 15520472 1843550 0 1240369 2272714 0 0 0 0 532649 417730 0 0 0 0 354080 219224 139393 153872 317197 317160 67731703 24783423 42328185 42948280 8632220 13479971 0 0 0 0 0 0 9070065 1263943 62614158 61072894 1179501 600365 0 0 28663946 29862822 0 0 0 0 0 0 0 0 0 0 23219850 21597854 53063297 52061041 X 600091 592821 8940770 8409032 10000 10000 9550861 9011853 62614158 61072894 X 118812 -657820 X false true true X X 2994663 827971 5000 290462 458061 4576157 14316960 14777014 15807469 16231524 16904711 78037678 17311623 15604985 15812469 16521986 17362772 82613835 82613835 415708 299753 173755 171974 155397 1216587 415708 299753 173755 171974 155397 1216587 17727331 15904738 15986224 16693960 17518169 83830422 0.98549 0.98386 0.01451 0.01614 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 645792 645792 63420812 23027569 40393243 3550942 1755854 1795088 114157 114157 42948280 0 CHARITABLE GIFT ANNUITY 115696 DUE TO EXEMPT PARENT 21482158 21597854 17482834 17364022 118812 -468106 -468106 -349294 16759911 -189714 -189714 16949625 533209 533209 17482834 17234439 96524 96524 17137915 226107 226107 17364022 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 false false false false false false false true false 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 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 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. 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