UPMC SENIOR COMMUNITIES INC (EIN 251574736) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

DEBORAH BRODINE

Phone

4126475765

Tax Period

2024-07-01 to 2025-06-30

UPMC SENIOR COMMUNITIES INC, founded in 1988, is a mid-sized nonprofit in the Health Care sector that reported $10.2M in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.3M, a strong 22% operating margin.

Mission

INDEPENDENT AND ASSISTED SENIOR CONGREGATE LIVING

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $139,626

Program Service Revenue $8,759,771

Investment Income $1,316,008

Other Revenue $0

TOTAL REVENUE $10,215,405

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,384,814

Fundraising Expenses $0

Program Expenses $5,552,317

Other Expenses $4,538,702

TOTAL EXPENSES $7,923,516

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,215,405	$15,542,478	-0.3%
Expenses	$7,923,516	$18,197,533	-0.6%
Net Income	$2,291,889	$-2,655,055	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

455

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,607,494

Total Directors

$2,823,408

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EILEEN SIMMONS J 121724	DIRECTOR & TREASURER	1.0	Officer Director	$0	$143,306	$1,207,488
DEBORAH BRODINE	DIRECTOR AND PRESIDENT	5.0	Officer Director	$0	$152,292	$1,060,134
BRYANT WESLEY ESQ	SECRETARY	1.0	Officer	$0	$70,416	$585,738
MARK BONDI R 121724	PRESIDENT	40.0	Officer	$488,670	$31,485	$520,155
DAVID NACE MD	DIRECTOR	1.0	Director	$0	$34,106	$372,646
WILLIAM A NIGRO R 121724	CFO AND TREASURER	40.0	Officer	$0	$8,100	$233,979
ROGER DAVIS	CHIEF OPERATING OFFICER	40.0		$193,194	$24,713	$217,907
DANIEL SULLIVAN R 121724	DIRECTOR	1.0	Director	$0	$19,717	$183,140
NICOLE ROSS	REGIONAL DIR, NURSING OPS-SRC	40.0	Highest	$149,402	$29,903	$179,305
JOHN RIZZO	Dir, Dietary/House Services SL	40.0	Highest	$138,392	$36,986	$175,378
RACHEL BARTO	REGIONAL DIR, NURSING OPS-SRC	40.0	Highest	$137,049	$30,530	$167,579
ANGELA BORGO	SR. DIR. QUALITY & COMPLIANCE	40.0	Highest	$153,910	$13,134	$167,044
SUSAN BELL	Sr. Project Manager - SRL	40.0	Highest	$142,242	$23,578	$165,820
PETER EISENBRANDT R 121724	DIRECTOR	1.0	Director	$0	$0	$0
BARBARA GROSSMAN R 121724	DIRECTOR	1.0	Director	$0	$0	$0
RICHARD HAMILTON	DIRECTOR AND CHAIRMAN	1.0	Officer Director	$0	$0	$0
MARGARET JOY	DIRECTOR & CHAIRMAN	1.0	Officer Director	$0	$0	$0
NATALIE E LELAND R 121724	DIRECTOR	1.0	Director	$0	$0	$0
KAREN WOMACK R 121724	DIRECTOR	1.0	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$10,215,405	$7,923,516	$48,109,317	$2,291,889
2024	$15,542,478	$18,197,533	$45,593,000	$-2,655,055
2023	$15,997,331	$19,058,830	$48,303,153	$-3,061,499
2022	$15,897,912	$18,498,404	$51,351,268	$-2,600,492
2021	$17,575,916	$17,927,928	$53,854,162	$-352,012
2020	$19,626,052	$17,003,367	$54,343,711	$2,622,685
2019	$19,614,390	$17,432,917	$51,755,255	$2,181,473
2018	$19,360,045	$15,836,962	$49,675,711	$3,523,083

UPMC SENIOR COMMUNITIES INC