2011-02-14T06:39:00-06:00 2010-06-30 990 2009-07-01 251335247 PITTSBURGH LIFETIME CARE COMMUNITY PITT 7247768100 100 NORMAN DRIVE CRANBERRY TWP PA 160664228 MARK BONDI 2011-02-07 2009 2016-02-24 21:20:13Z 20544509 false X www.sherwood-oaks.com X 1977 PA CONTINUING CARE RETIREMENT COMMUNITY 12 8 358 0 0 0 827971 3678462 14777014 15807469 -1656898 1112564 0 0 13948087 20598495 0 0 0 0 7276751 7607327 0 0 17815 6945678 7475077 14222429 15082404 -274342 5516091 52642304 63060060 47138181 55666063 5504123 7393997 CONTINUING CARE RETIREMENT COMMUNITY false false 13028627 16925033 See Schedule O 13028627 true true false false false false false false true true 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 true false false true 0 0 358 true false false false false false false false false false 12 8 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 MARK D BONDI 40.0 X X 175938 0 25174 JOHN D HOUSTON 1.0 X 0 0 0 DAVID NACE MD 1.0 X 0 0 0 DOUGLAS F CLOUGH MD 1.0 X 0 0 0 ERNEST HAHN 1.0 X X 0 0 0 JEROME SHAFFER 1.0 X 0 0 0 Deborah Brodine 1.0 X 0 0 0 Ronald Gigler AIA 1.0 X 0 0 0 Ralph Peabody 1.0 X 0 0 0 Dorothy Fitzpatrick 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 82424 0 8344 IRENE M PRICE 40.0 X 91491 0 21296 349853 0 54814 1 false true false BRIDGES COMPANY INC 1300 BRIGHTON ROAD PITTSBURGH PA 15233 CONSTRUCTION 10201245 RESIDENTIAL DEV CONSTRUCTION IN 1273 WASHINGTON PIKE STE 201 BRIDGEVILLE PA 15017 CONSTRUCTION 3599456 CURA HOSPITALITY INC PO BOX 827276 PHILADELPHIA PA 191827276 FOOD SERVICE 1475981 PITTSBURGH PROFESSIONAL BUILDERS 976 ELLEN DRIVE PITTSBURGH PA 15227 CONSTRUCTION 469525 NOELKER HULL ASSOCIATES INC 30 WEST KING STREET CHAMBERSBURG PA 17201 ARCHITECTS 430242 7 3500624 177838 3678462 RESIDENT SVC REV. 10993649 10993649 PATIENT SVC REV. 4231213 4231213 MISC. SUPPORT SERV 582607 582607 15807469 173755 173755 0 0 739967 144855 -235572 181586 975539 -36731 938809 938809 0 0 0 0 20598495 15807469 1112564 0 0 0 0 404667 404667 0 5665857 5151466 497583 16808 0 1536803 1092631 443165 1007 0 675983 675983 49981 49981 67129 67129 0 0 0 0 0 334894 288589 46305 0 0 1262927 1034780 228147 18807 16010 2797 0 20133 8451 11682 598732 598732 1685613 1685613 0 96256 78930 17326 SUPPLIES 1768967 1745001 23966 EQUIPMENT RENTAL 339747 296635 43112 DUES/LICENSE 36394 4991 31403 BAD DEBT 51978 51978 MISCELLANEOUS 467536 298837 168699 15082404 13028627 2035962 17815 1001119 2016035 483783 653544 151781 220014 100017 161065 263270 267764 62601862 21632361 28944284 40969501 9717917 10482045 11980133 8290092 52642304 63060060 4310233 1457159 24010432 28774292 18700582 25341140 116934 93472 47138181 55666063 X -6345145 -792709 11839268 8176706 10000 10000 5504123 7393997 52642304 63060060 X true true true X X 131409 3309531 2994663 827971 5000 7268574 13697221 14529919 14316960 14777014 15807469 73128583 13828630 17839450 17311623 15604985 15812469 80397157 80397157 271441 301970 415708 299753 173755 1462627 271441 301970 415708 299753 173755 1462627 0 0 14100071 18141420 17727331 15904738 15986224 81859784 0.98213 0.98036 0.01787 0.01964 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 393614 39665 -7918 36046 389315 392883 30104 1853 31226 393614 645792 645792 48742016 19819622 28922394 2903069 1812739 1090330 10310985 10310985 40969501 DONOR RESTRICTED FUNDS 6618613 OTHER MISC ASSETS 196820 BENEFICIAL INT IN SHERWOOD OAK 1474659 8290092 0 CHARITABLE GIFT ANNUITY 93472 93472 20598495 15082404 5516091 -85000 -3588462 -3673462 1842629 16925033 16925033 3673462 3673462 20598495 Part X, Line 2 FIN 48 During the year ended June 30, 2010, Pittsburgh Lifetime Care adopted changes issued by the FASB related to the Accounting for Uncertainty in Income Taxes Topic. This Topic addresses the accounting for uncertainties in income taxes recognized in an organization's financial statements and prescribes a threshold of "more-likely-than-not" for recognition and derecognition of tax positions taken or expected to be taken. The Topic also provides related guidance on measurement, classification, interest and penalties, and disclosure. As part of its implementation for the fiscal year beginning July 1, 2009, Pittsburgh Lifetime Care analyzed the tax positions taken with respect to applicable income tax issues for all open tax years, and has concluded that no provision for income tax, nor accrual for any related interest and penalties, is required in the financial statements pursuant to this standard. Part XII, Line 4b Recognition of Fund Balance Reclass of Contributions Restricted Contributions from Fund Balance false false false false false false false true true true MARK D BONDI 149162 0 26500 0 276 0 10732 0 14442 0 201112 0 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 Organizations programs and accomplishments Pittsburgh Lifetime Care Community d/b/a Sherwood Oaks EIN 25-1335247 Fiscal Year Ending June 30, 2010 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. 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. What sets Sherwood Oaks apart from other retirement communities is their guarantee of assisted living 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 assisted living 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 assisted living " Fully licensed 60-bed nursing home For the year ended June 30, 2010, Sherwood Oaks provided services in the aggregate of 133,738 resident days for its skilled nursing, assisted living, and independent living residents. Sherwood Oaks provides a wide range of programs and services that address all 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 kitchen 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 " Assisted living apartments " 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. Question 11: A full copy of the form 990 was provided to each Board of Directors member prior to filing. Part VI Governance, Management, and Disclosure Section B: Policies 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 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. 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 2010 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. UPMC Senior Communities Inc 600 Grant Street 58th Floor Pittsburgh PA 15219 251574736 Senior Living PA 501(c)(3) 9 NA UPMC 600 Grant Street 58th Floor Pittsburgh PA 15219 251423657 Support Exemp PA 501(c)(3) 11C-III FI NA Canterbury Place 600 Grant Street 58th Floor Pittsburgh PA 15219 250965334 Senior Living PA 501(c)(3) 9 NA Seneca Place 600 Grant Street 58th Floor Pittsburgh PA 15219 721562844 Senior Living PA 501(c)(3) 9 NA Chapel Harbor ALF 600 Grant Street 58th Floor Pittsburgh PA 15219 743077676 Senior Living PA 501(c)(3) 9 NA Washington Senior Care Corporation 600 Grant Street 58th Floor Pittsburgh PA 15219 251849365 Senior Living PA 501(c)(3) 9 NA The Sherwood Oaks Fund 100 Norman Drive Cranberry Township PA 16066 200106286 Support Exemp PA 501(c)(3) 11C-III E NA Seneca Hills Assisted Living LP 600 Grant Street 58th Floor Pittsburgh PA 15219 232873106 Retirement Re PA UPMC Sr Communi -29670 7428702 St Margaret Medical Arts Associates 600 Grant Street 58th Floor Pittsburgh PA 15219 251786655 Rentals PA UPMC Sr Communi 102522 3164015 false false true false false false false false false false false false false false false false false false The Sherwood Oaks Fund C 3500624