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Pittsburgh Lifetime Care Community

Sherwood Oaks

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$21.1M (2023)

Expenses
$24.9M (2023)

Total Assets
$57M (2023)

Total Liabilities
$52.5M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,060,118
Expenses
$24,934,264
Net Income
-$3,874,146
Net Assets
$4,529,610
Notable Sources of Revenue Percent of Total Revenue
Contributions $549,031
2.6%
Program Services $19,731,071
93.7%
Investment Income $780,016
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $210,527
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $9,010,253
36.1%
Assets/Debt
Total Assets $57,036,134
Total Liabilities $52,506,524
Net Assets $4,529,610
Compensation
Key Employees and Officers Compensation Related Other
Annette Mcpeek (Executive Director) $167,516 $0 $43,010
Mark Nod (Administrator Sl) $111,697 $0 $10,457
John Sterling (Dir, Marketing Shw) $94,322 $0 $20,380
Bethany Martin (Prof Staff Nurse Bsn, Pc) $83,347 $0 $31,311
Fen Hou (Prof Staff Nurse Bsn, Pc) $78,043 $0 $34,234
Gary Whoric (Manager, Maintenance) $71,907 $0 $36,933
Mark D Bondi (President) $0 $346,797 $57,627
Nanci Case (Vice Chair & Secretary) $0 $290,865 $47,041
William Nigro J 12522 (Assist. Treasurer/Alt Upmc Rep) $0 $185,110 $25,866
Danette Hoffer R 7822 (Board Treasurer) $0 $115,220 $20,954
Ronald Gigler Aia (Board Chair) $0 $0 $0
Betty Eichler (Board Member) $0 $0 $0
George Ehringer (Board Member) $0 $0 $0
Kathleen Seaton (Board Member) $0 $0 $0
Donald Shoenthal Md (Board Member) $0 $0 $0
Frank Finley (Designated Resident Director) $0 $0 $0
Joseph Nowak (Board Member) $0 $0 $0
Gray Brandenberger J 7122 (Designated Resident Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,356,096
Expenses
$24,509,210
Net Income
-$2,153,114
Net Assets
$8,024,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $608,532
2.7%
Program Services $20,469,537
91.6%
Investment Income $1,275,099
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,928
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $199,403
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $8,954,416
36.5%
Assets/Debt
Total Assets $58,091,203
Total Liabilities $50,067,138
Net Assets $8,024,065
Compensation
Key Employees and Officers Compensation Related Other
Annette Mcpeek (Executive Director) $159,461 $0 $39,941
Dawn Culp (Staff Dev/ Infect Ctrl Crd, Sn) $102,361 $0 $30,539
John Sterling (Dir, Marketing Shw) $99,079 $0 $20,975
Karen Obringer (Care Manager, Sn) $80,685 $0 $30,907
Mark D Bondi (President) $0 $321,224 $52,560
Nanci Case (Vice Chair & Secretary) $0 $276,631 $44,451
Ronald Gigler Aia (Board Chair) $0 $0 $0
Betty Eichler (Board Member) $0 $0 $0
George Ehringer (Board Member) $0 $0 $0
Kathleen Seaton (Board Member) $0 $0 $0
Danette Hoffer (Board Treasurer) $0 $0 $0
Donald Shoenthal Md (Board Member) $0 $0 $0
Frank Finley (Designated Resident Director) $0 $0 $0
Joseph Nowak (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,053,577
Expenses
$22,178,778
Net Income
$874,799
Net Assets
$13,259,031
Notable Sources of Revenue Percent of Total Revenue
Contributions $375,835
1.6%
Program Services $21,120,369
91.6%
Investment Income $0
Bond Proceeds $1,557,373
6.8%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $191,479
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $8,433,977
38.0%
Assets/Debt
Total Assets $62,052,603
Total Liabilities $48,793,572
Net Assets $13,259,031
Compensation
Key Employees and Officers Compensation Related Other
Annette Mcpeek (Executive Director) $155,712 $0 $35,766
John Sterling (Dir, Marketing Shw) $93,402 $0 $21,024
Greg Holt (Dir, Facilities) $90,077 $0 $15,012
Brandie Spence (Senior Pro Staff Nurse Bsn, Sn) $86,371 $0 $18,377
Epiphany Lehman (Nursing Home Administrator) $84,341 $0 $19,894
Betty Wright (Director, Community Nursing) $82,304 $0 $28,235
Mark D Bondi (President) $0 $304,447 $50,000
Nanci Case (Vice Chair & Secretary) $0 $276,950 $39,082
Danette Hoffer J 712020 (Board Treasurer) $0 $110,007 $26,512
Ronald Gigler Aia (Board Chair) $0 $0 $0
Betty Eichler (Board Member) $0 $0 $0
George Ehringer (Board Member) $0 $0 $0
Bill Paul R 10052020 (Board Member) $0 $0 $0
Kathleen Seaton (Board Member) $0 $0 $0
Donald Shoenthal Md J 712020 (Board Member) $0 $0 $0
Frank Finley J 712020 (Designated Resident Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,372,272
Expenses
$22,319,428
Net Income
$2,052,844
Net Assets
$8,967,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $570,633
2.3%
Program Services $20,677,617
84.8%
Investment Income $3,124,004
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $183,897
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $8,314,241
37.3%
Assets/Debt
Total Assets $59,179,730
Total Liabilities $50,212,142
Net Assets $8,967,588
Compensation
Key Employees and Officers Compensation Related Other
Annette Mcpeek (Executive Director) $149,764 $0 $34,133
Jerome Shaffer (Treasurer) $0 $325,653 $43,529
Mark D Bondi (President) $0 $292,822 $48,244
Nanci Case (Vice Chair & Secretary) $0 $277,230 $38,274
David Nace Md (Board Member) $0 $139,494 $16,379
Ronald Gigler Aia (Board Chair) $0 $0 $0
Betty Eichler (Board Member) $0 $0 $0
George Ehringer (Board Member) $0 $0 $0
Bill Paul (Board Member) $0 $0 $0
Jean Henderson (Board Member) $0 $0 $0
Kathleen Seaton (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,084,887
Expenses
$20,938,120
Net Income
$146,767
Net Assets
$10,821,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,902
0.3%
Program Services $20,770,156
98.5%
Investment Income $241,829
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,311,933
39.7%
Assets/Debt
Total Assets $63,201,295
Total Liabilities $52,379,635
Net Assets $10,821,660
Compensation
Key Employees and Officers Compensation Related Other
Lori Greer (Regional Administrator) $103,777 $0 $7,323
Mark D Bondi (President) $0 $256,561 $44,900
David Nace Md (Board Member) $0 $140,669 $12,696
Jerome Shaffer (Treasurer) $0 $259,186 $40,869
Ronald Gigler Aia (Board Chair) $0 $0 $0
Betty Eichler (Board Member) $0 $0 $0
Nanci Case (Vice Chair & Secretary) $0 $236,447 $35,698
George Ehringer (Board Member) $0 $0 $0
Ernie Hahn (Board Member) $0 $0 $0
Bill Paul (Board Member) $0 $0 $0
Jean Henderson (Board Member) $0 $0 $0
Annette Mcpeek (Chief Financial Officer) $0 $134,606 $29,874

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,272,112
Expenses
$20,033,668
Net Income
$1,238,444
Net Assets
$10,702,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,036
0.4%
Program Services $20,533,854
96.5%
Investment Income $189,421
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $467,801
2.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $128,038
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $7,770,606
38.8%
Assets/Debt
Total Assets $64,161,165
Total Liabilities $53,458,805
Net Assets $10,702,360
Compensation
Key Employees and Officers Compensation Related Other
Annette Mcpeek (Chief Financial Officer) $128,038 $0 $28,461
Mark D Bondi (President) $0 $279,395 $40,281
David Nace Md (Board Member) $0 $151,098 $13,635
Jerome Shaffer (Treasurer) $0 $337,809 $38,845
Ronald Gigler Aia (Board Chair) $0 $0 $0
Norm Stephen (Board Member) $0 $0 $0
Nanci Case (Vice Chair & Secretary) $0 $259,022 $28,924
George Ehringer (Board Member) $0 $0 $0
Ernie Hahn (Board Member) $0 $0 $0
Bill Paul (Board Member) $0 $0 $0
Jean Henderson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,256,344
Expenses
$19,086,595
Net Income
$1,169,749
Net Assets
$9,333,287
Notable Sources of Revenue Percent of Total Revenue
Contributions $105,615
0.5%
Program Services $19,240,329
95.0%
Investment Income $158,656
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $751,744
3.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $149,748
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $7,255,175
38.0%
Assets/Debt
Total Assets $60,405,071
Total Liabilities $51,071,784
Net Assets $9,333,287
Compensation
Key Employees and Officers Compensation Related Other
Annette Mcpeek (Chief Financial Officer) $122,729 $0 $27,019
Mark D Bondi (President) $0 $272,577 $38,930
David Nace Md (Board Member) $0 $156,355 $14,152
Jerome Shaffer (Treasurer) $0 $305,185 $35,945
Ronald Gigler Aia (Chair) $0 $0 $0
Norm Stephen (Board Member) $0 $0 $0
Nanci Case (Vice Chair & Secretary) $0 $253,519 $16,106
Madelin Clements (Board Member) $0 $0 $0
George Ehringer (Board Member) $0 $0 $0
Ernie Hahn (Board Member) $0 $0 $0
Bill Paul (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,021,160
Expenses
$18,352,516
Net Income
$1,668,644
Net Assets
$7,737,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $245,049
1.2%
Program Services $19,609,881
97.9%
Investment Income $118,703
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,527
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $385,254
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $6,851,130
37.3%
Assets/Debt
Total Assets $58,907,408
Total Liabilities $51,169,466
Net Assets $7,737,942
Compensation
Key Employees and Officers Compensation Related Other
Mark D Bondi (President & Ceo) $231,268 $0 $34,234
Annette Mc Peek (Chief Financial Officer) $94,681 $0 $25,071
John D Houston Ii (Chairman & Secretary) $0 $0 $0
David Nace Md (Board Member) $0 $85,677 $15,421
Ernest Hahn (Board Member) $0 $0 $0
Jerome Shaffer (Treasurer & Cfo) $0 $300,571 $35,294
Ronald Gigler Aia (Board Member) $0 $0 $0
Peter Broeren (Board Member) $0 $0 $0
Norm Stephen (Board Member) $0 $0 $0
Nanci Case (Board Member & Vp Sales/Market) $0 $250,525 $16,403
Madelin Clements (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,941,405
Expenses
$17,820,936
Net Income
$1,120,469
Net Assets
$6,515,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,926
0.2%
Program Services $18,763,001
99.1%
Investment Income $80,288
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $58,190
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $262,682
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $6,895,828
38.7%
Assets/Debt
Total Assets $62,169,720
Total Liabilities $55,653,926
Net Assets $6,515,794
Compensation
Key Employees and Officers Compensation Related Other
Mark D Bondi (President & Ceo) $229,300 $0 $33,382
Annette Mc Peek (Chief Financial Officer) $90,864 $0 $24,136
John D Houston Ii (Chairman) $0 $0 $0
David Nace Md (Board Member) $0 $188,551 $12,636
Ernest Hahn (Board Member) $0 $0 $0
Jerome Shaffer (Treasurer & Cfo) $0 $293,469 $35,188
Ronald Gigler Aia (Board Member) $0 $0 $0
Peter Broeren (Board Member) $0 $0 $0
Olive Tiller (Board Member) $0 $0 $0
Nanci Case (Board Member & Vp Sales/Market) $0 $250,125 $16,627
Madelin Clements (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,230,666
Expenses
$18,020,790
Net Income
$1,209,876
Net Assets
$6,803,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $343,447
1.8%
Program Services $18,038,765
93.8%
Investment Income $92,407
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $756,047
3.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $261,755
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $6,937,791
38.5%
Assets/Debt
Total Assets $62,129,332
Total Liabilities $55,325,923
Net Assets $6,803,409
Compensation
Key Employees and Officers Compensation Related Other
Mark D Bondi (President & Ceo) $229,969 $0 $31,606
Annette Mc Peek (Chief Financial Officer) $92,460 $0 $14,095
John D Houston Ii (Chairman) $0 $0 $0
David Nace Md (Board Member) $0 $203,900 $13,866
Ernest Hahn (Treasurer) $0 $0 $0
Jerome Shaffer (Board Member) $0 $284,810 $35,438
Ronald Gigler Aia (Board Member) $0 $0 $0
Ralph Peabody (Board Member) $0 $0 $0
Olive Tiller (Board Member) $0 $0 $0
Nanci Case (Board Member & Vp Sales/Market) $0 $221,480 $17,581
Madelin Clements (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,693,438
Expenses
$17,938,349
Net Income
$1,755,089
Net Assets
$10,432,376
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,003,384
5.1%
Program Services $18,007,153
91.4%
Investment Income $94,954
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $587,947
3.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $331,782
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $6,684,666
37.3%
Assets/Debt
Total Assets $60,728,348
Total Liabilities $50,295,972
Net Assets $10,432,376

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,482,834
Expenses
$17,364,022
Net Income
$118,812
Net Assets
$9,011,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $458,061
2.6%
Program Services $16,904,711
96.7%
Investment Income $155,397
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$35,335
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $464,207
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $6,371,153
36.7%
Assets/Debt
Total Assets $61,072,894
Total Liabilities $52,061,041
Net Assets $9,011,853

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,267,138
Expenses
$16,760,535
Net Income
$1,506,603
Net Assets
$9,550,861
Notable Sources of Revenue Percent of Total Revenue
Contributions $290,462
1.6%
Program Services $16,231,524
88.9%
Investment Income $171,974
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,573,178
8.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $222,043
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $62,614,158
Total Liabilities $53,063,297
Net Assets $9,550,861

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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