2025-11-04T15:33:02-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 251701700 SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE INC SOUT 4128643532 600 GRANT STREET 58TH FLR CORP TAX PITTSBURGH PA 15219 DEBORAH BRODINE CHAIR 4128643532 2025-10-31 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-10-31 2024 2025-03-06 01:10:19Z AVALON SPRINGS PLACE DEBORAH BRODINE 600 GRANT STREET 58TH FLR CORP TAX PITTSBURGH PA 15219 7041984 0 X N/A X 1992 PA COMMITTED TO PROVIDING EXCEPTIONAL LONG TERM CARE TO THE ELDERLY. 6 1 115 1 0 0 135203 471633 6759177 6439112 544 155 224424 131084 7119348 7041984 0 0 0 0 6675444 6241270 0 0 0 3667135 3170945 10342579 9412215 -3223231 -2370231 5517232 5623988 10855949 13704931 -5338717 -8080943 COMMITTED TO PROVIDING EXCEPTIONAL LONG TERM CARE TO THE ELDERLY. 0 0 8604541 6444532 SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC. D/B/A AVALON SPRINGS PROVIDES LONG-TERM CARE SERVICES TO ELDERLY RESIDENTS IN AND AROUND MERCER COUNTY, PA. OUR FACILITY CONSISTS OF 100 SKILLED NURSING BEDS AND 15 INDEPENDENT LIVING APARTMENTS. THE FACILITY CARRIES AN AVERAGE DAILY CENSUS BETWEEN 95 AND 105 RESIDENTS AND SERVICES A POPULATION MADE UP OF MOSTLY LOW INCOME RESIDENTS FROM THE COMMUNITIES SURROUNDING ITS LOCATION. THEREFORE, THE ORGANIZATION RECEIVES A LARGE PERCENTAGE OF ITS REVENUES FROM MEDICARE AND MEDICAID PROGRAMS. 8604541 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 115 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X AMY DEVINNEY 4128644509 600 GRANT STREET 58TH FLR CORP TAX PITTSBURGH PA 15219 MARK BONDI PRESIDENT 1.00 40.00 X X 0 488670 31485 WILLIAM NIGRO TREASURER & CFO 1.00 40.00 X X 0 225879 8100 JOHN SARANDREA CHAIRPERSON 1.00 X X 0 0 0 ROGER DAVIS DIRECTOR 1.00 40.00 X 0 193194 24713 ADAM NOWLAND DIRECTOR 1.00 40.00 X 0 107628 32939 NANCI CASE DIRECTOR 1.00 40.00 X 0 322817 55525 ELLEN PERRY ADMINISTRATOR 40.00 X 123409 0 10871 AMY MCCONNAUGHEY NURSING RESOURCE COORD. 40.00 X 114343 0 22886 DANA WELSH DIRECTOR OF NURSING 40.00 X 119113 0 7340 SALLY KOCH NURSING RESOURCE COORD. 40.00 X 118845 0 11787 475710 1338188 205646 4 0 1 0 RELIANT STAFFING 926 PA-130 TRAFFORD PA 15085 NURSING AGENCY 1060977 HEALTH CAROUSEL LLC 4000 SMITH ROAD SUITE 410 CINCINNATI OH 45209 NURSING AGENCY 229576 2 471633 471633 NET RESIDENT REVENUE 623000 6439112 6439112 6439112 155 155 125664 0 125664 125664 125664 OTHER INCOME 623000 5420 5420 5420 7041984 6444532 0 125819 5425876 5109825 316051 530104 499226 30878 285290 268672 16618 402916 402916 20520 20520 220867 207374 13493 1468 1468 111717 104519 7198 274242 274242 1624 1624 395605 395605 129384 129384 REHABILITATION SERVICES 415846 415846 MEDICAL SUPPLIES 305122 305122 DIETARY & FOOD 297025 297025 BAD DEBT 270704 270704 323905 323905 9412215 8604541 807674 0 613340 622209 717881 808773 10509338 6332354 4140349 4176984 45662 16022 5517232 5623988 123771 148999 10732178 13555932 10855949 13704931 X -5338717 -8080943 -5338717 -8080943 5517232 5623988 X -2370231 -464845 92850 X X 0 1 X 1 0 X 746192 325668 930069 135203 471633 2608765 7248045 6593026 6460766 6759177 6439112 33500126 7994237 6918694 7390835 6894380 6910745 36108891 0 0 0 36108891 121596 120586 126148 126208 125819 620357 121596 120586 126148 126208 125819 620357 105382 105160 102200 98760 5420 416922 8221215 7144440 7619183 7119348 7041984 37146170 0.97210 0.96640 0.01670 0.01630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20000 20000 10109550 6077822 4031728 379788 254532 125256 4176984 RESIDENT FUNDS 16022 DUE TO EXEMPT AFFILIATES 13446524 EST. THIRD-PARTY PAYOR SETTLEMENTS 93386 13555932 X 6771280 0 6771280 270704 270704 7041984 9141511 0 9141511 270704 270704 9412215 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE), AND IS RECOGNIZED AS TAX EXEMPT UNDER SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES REQUIRES THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICES (IRS). THE ORGANIZATION HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2021, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS 270,704. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS 270,704. 0 1 0 0 0 0 0 0 0 MARK BONDI PRESIDENT 0 130878 0 253875 0 103917 0 0 0 31485 0 520155 0 0 NANCI CASE DIRECTOR 0 224645 0 92000 0 6172 0 27914 0 27611 0 378342 0 0 WILLIAM NIGRO TREASURER & CFO 0 116292 0 108641 0 946 0 0 0 8100 0 233979 0 0 ROGER DAVIS DIRECTOR 0 46312 0 146700 0 182 0 905 0 23808 0 217907 0 0 PART I, LINE 3 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 OTHER SUBSIDIARIES AND BUSINESS UNITS, INCLUDING THOSE OF SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC. PART I, LINE 4B ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS IN SCHEDULE J COLUMN C "RETIREMENT AND OTHER DEFERRED COMPENSATION." DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE ("CODE"), CERTAIN OFFICERS AND KEY EMPLOYEES ARE LIMITED IN THE AMOUNT OF BENEFITS WHICH MAY BE RECEIVED UNDER A TAX QUALIFIED RETIREMENT PROGRAM. LIKE MANY EMPLOYERS, UPMC SUPPLEMENTS ITS RETIREMENT BENEFITS THROUGH A SUPPLEMENTAL RETIREMENT PROGRAM. THE SUPPLEMENTAL RETIREMENT PROGRAM IS SUBJECT TO MULTIYEAR VESTING WHICH PLACES THE OFFICERS AND KEY EMPLOYEES' RETIREMENT BENEFIT AT RISK OF FORFEITURE IF THE VESTING REQUIREMENTS ARE NOT SATISFIED. ONCE VESTED HOWEVER, PROVISIONS OF THE CODE REQUIRE THAT THE VESTED AMOUNTS BE REPORTED ON FORM 990 AND THE VESTED OFFICER OR KEY EMPLOYEE INCLUDE IN CURRENT INCOME THE VALUE OF HER OR HIS SUPPLEMENTAL RETIREMENT BENEFIT. NOTWITHSTANDING THE TAX REQUIREMENT TO RECOGNIZE THE VESTED AMOUNT OF THE SUPPLEMENTAL RETIREMENT BENEFIT AS INCOME, THIS BENEFIT, WHICH HAS BEEN EARNED OVER HER OR HIS ENTIRE CAREER, HAS NOT AND WILL NOT BE DISTRIBUTED UNTIL THE OFFICER OR KEY EMPLOYEE RETIRES OR SEPARATES FROM SERVICE FROM UPMC. THE SUPPLEMENTAL RETIREMENT PROGRAM PROVIDES FOR THE CURRENT DISTRIBUTION OF ONLY THE AMOUNT NECESSARY TO SATISFY ANY INCOME TAX LIABILITY RESULTING FROM THE VESTING DURING ACTIVE EMPLOYMENT. FINALLY, IT SHOULD BE NOTED THAT IN ACCORDANCE WITH IRS INSTRUCTIONS, A SUBSTANTIAL PORTION OF THE AMOUNT REPORTED ON THE FORM 990 ATTRIBUTABLE TO SUPPLEMENTAL RETIREMENT PROGRAM VESTING HAS BEEN REPORTED IN PREVIOUSLY FILED FORMS 990. FORM 990, PART VI, SECTION A, LINE 6 SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE HAS ONE SOLE MEMBER, THE EXEMPT ENTITY UPMC SENIOR COMMUNITIES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE PARENT ENTITY OF SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, UPMC SENIOR COMMUNITIES, INC., HAS THE ABILITY TO APPOINT BOARD MEMBERS TO SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE AS STIPULATED IN THE BY-LAWS OF SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE. FORM 990, PART VI, SECTION A, LINE 7B THE PARENT ENTITY OF SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, UPMC SENIOR COMMUNITIES, INC., HAS THE FOLLOWING RESERVED POWERS: (A) APPROVAL OF A CHANGE IN THE CORPORATE STRUCTURE OF THE CORPORATION, INCLUDING, WITHOUT LIMITATION, A MERGER, CONSOLIDATION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION; (B) APPROVAL OF THE SALE OR OTHER TRANSFER, WHETHER WITHIN THE SYSTEM OR EXTERNAL THERETO, OF SUBSTANTIALLY ALL OF THE ASSETS OR BUSINESS OF THE CORPORATION; (C) APPROVAL OF A DETERMINATION THAT THE CORPORATION OPERATING AS A LICENSED HEALTHCARE PROVIDER NO LONGER BE SO LICENSED OR OPERATED; (D) APPROVAL OF THE ADDITION, CESSATION, RELOCATION, OR SIGNIFICANT MODIFICATION OF ANY MAJOR SERVICE OR PROGRAM OF THE CORPORATION; (E) ANY AMENDMENT OF THE ARTICLES OF INCORPORATION OR BYLAWS OF THE CORPORATION; (F) ANY MODIFICATION OF THE COMPOSITION OF THE CORPORATION'S BOARD OR THE RIGHTS ACCORDED TO ANY SUCH BOARD MEMBERS; (G) APPROVAL OF ANY TRANSACTION RELATING TO THE INDEBTEDNESS OF THE CORPORATION, INCLUDING BORROWING MONEY, PREPAYING OBLIGATIONS, REFUNDING, GUARANTY OR DEFEASANCE OF ANY INDEBTEDNESS; AND, (H) APPROVAL OF THE HIRING, DISCHARGE AND TERMS OF EMPLOYMENT OF THE CHIEF EXECUTIVE OFFICER OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B SOUTH WESTERN ALPHA HOUSING HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C 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 POSITION OF INFLUENCE OF TRUST -INDIVIDUALS CONDUCTING CLINICAL RESEARCH AT UPMC, WHETHER OR NOT THEY ARE EMPLOYED BY UMPC. 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 SUBSIDIARIES, INCLUDING SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC. FORM 990, PART VI, SECTION B, LINE 15 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 OTHER SUBSIDIARIES AND BUSINESS UNITS, INCLUDING THOSE OF SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC. FORM 990, PART VI, SECTION C, LINE 18 SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC. MAKES ITS FORMS 990 AND 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, MANAGEMENT DETERMINES PUBLIC DISCLOSURE APPLICABILITY. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER FROM AFFILIATES 92,850. FORM 990, PART XII, LINE 2: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PART OF A CONSOLIDATED FINANCIAL STATEMENT AUDIT PERFORMED BY EY FOR UPMC AND ALL SUBSIDIARIES. THE ENTIRE SYSTEM'S FINANCIAL STATEMENTS, OF WHICH THIS ORGANIZATIONS IS PART OF, ARE POSTED ON THE UPMC WEBSITE. (WWW.UPMC.COM) THE FINANCIAL STATEMENT AUDIT DURING THE 990 FILING PERIOD IS FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2024. SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE, INC. ALSO HAS SEPARATE INDEPENDENT AUDITED FINANCIAL STATEMENTS THAT WERE PREPARED FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2024. 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EI N/A C 0 MACRADI LTD NORTHWOOD AVENUE SANTRY DEMESNE DUBLIN 9 EI INACTIVE EI N/A C 0 MACRADI DEVELOPMENT LTD NORTHWOOD AVENUE SANTRY DEMESNE DUBLIN 9 EI INACTIVE EI N/A C 0 THE WASHINGTON PHYSICIAN SERVICE ORG 98 WILSON AVENUE WASHINGTON PA 15301 251780139 HEALTHCARE PA N/A C 0 HEALTH FUTURES INC 155 WILSON AVENUE WASHINGTON PA 15301 251533189 HEALTHCARE PA N/A C 0 PHOENIX-WASHINGTON INC 155 WILSON AVENUE WASHINGTON PA 15301 251492829 HEALTHCARE PA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 FORM 990, SCHEDULE R THE ENTITIES MARKED WITH AN ASTERISK ARE NOT TECHNICALLY "RELATED PARTIES", AS DEFINED BY THE IRS FORM 990 INSTRUCTIONS, OF THE FILING ORGANIZATION. HOWEVER, THEY ARE LISTED ON SCHEDULE R TO REFLECT THAT THEY ARE PART OF THE UPMC SYSTEM OF ENTITIES, AS THEY ALL SHARE UPMC AS THE ULTIMATE PARENT. SCHEDULE R - RELATED ORGANIZATIONS THERE ARE ORGANIZATIONS INCLUDED IN THE UPMC GROUP FORM 990 TAX RETURN FOR FISCAL YEAR 2024 WHICH ARE RELATED TO SOUTH WESTERN ALPHA HOUSING AND HEALTHCARE (SEE PRIOR NOTE). THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R.