Canterbury Place

“Question 2: Deborah S. Brodine and Bryant Wesley serve in officer or board member capacity in both related non-exempt and exempt entities. Question 6: Canterbury Place has one sole member, the federally tax exempt 501 (c)(3) entity UPMC Senior Communities, Inc. Question 7a: The parent entity of Canterbury Place, UPMC Senior Communities, Inc., has the ability to appoint Board members to Canterbury Place as stipulated in the By-Laws of Canterbury Place.”

“Question 11(a): A full copy of the Form 990 is provided to each Board of Directors member prior to filing. Question 12c: UPMC requires all of its key employed 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 physician and non-physician employees who hold a position of influence -Non-employed members of the UPMC medical staff who hold a position of influence or 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 subsidiaries, including Canterbury Place. 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 Section 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 Canterbury Place.”

“Question 19: Upon request, management determines public disclosure applicability.”

“CANTERBURY PLACE EIN 25-0965334 DECEMBER 31, 2024 Form 990, Part III - Statement of Program Service Accomplishments Located in historic Lawrenceville in the city of Pittsburgh, Canterbury Place, a part of UPMC Senior Communities, offers all the amenities of personal care, skilled nursing rehabilitation, and skilled memory support in an affordable, comfortable, home-like environment. Canterbury Place's exceptional care, warm surroundings, affordability, and excellence in service have made it one of Western Pennsylvania's leading providers of geriatric care. Effective 8/1/2024, Canterbury Place is managed by Oakdale Seniors Alliance, a national leader in senior living. A professional team of certified nurse practitioners, registered nurses, licensed practical nurses, and certified nursing assistants work cooperatively to enhance quality of life and return residents to their highest level of independent functioning. Caring, dedicated staff provide comprehensive skilled nursing and rehabilitation services that address the physical, psychological, and social needs of each resident. Mission and Values Sustained by a 150-year heritage of caring, Canterbury Place is a community where the physical, emotional, spiritual, and social needs of older adults and adults requiring skilled nursing or rehabilitation services are anticipated and fulfilled. Its mission is carried out through a unique combination of compassionate service and expert medical care directed toward achieving optimal levels of independence and encouraging growth throughout life. The values upon which the mission of Canterbury Place is based include: . responding to the changing needs of all patients and their families and caregivers . promoting the highest ethical standards . treating every person with dignity and respect . providing benevolent care and continuing a charitable mission supported by the people of the Episcopal Diocese of Pittsburgh and other organizations The mission is accomplished by: . provision of quality personal care; dementia care; rehabilitation care; and skilled nursing care . participation in geriatric medical education and research through its association with UPMC . outreach services to older adults beyond the Canterbury Place residential community, including residents of affordable housing Care and Services The name Canterbury Place is recognized and respected as a community where all the amenities of a personal care facility are available in a comfortable environment in an elegant city setting. As part of UPMC Senior Communities, Canterbury Place combines medical science and services that have made it one of the leaders in geriatric health care in western Pennsylvania. Canterbury Place offers a continuum of care, on either a temporary or permanent basis, to help residents maintain their independence and dignity in a secure, comfortable, and welcoming home that best suits their needs. With many options for care, Canterbury Place helps its personal care residents remain independent as long as possible. Personal care offers the best of both worlds for seniors who need ongoing assistance with daily activities yet who wish to retain their independence to the fullest extent possible. With support, Canterbury Place residents stay active, healthy, and independent in exceptional, home-like surroundings. Residents enjoy the freedom and privacy of apartment living while receiving help with daily needs, such as taking medications, bathing, and managing general hygiene. Before becoming a Canterbury resident, an evaluation is done to determine the level of assistance needed. The nursing staff is on duty 24/7 daily to assist with problems or emergencies. The newly renovated Transitional Rehabilitation Units (TRUs) at Canterbury Place provide short stay rehabilitation designed to meet the needs of patients being discharged from the hospital but who are not quite ready to return home. These units consist of private rooms and promote individual patient focused”

“Accounting Adjustment $ 664,306 Investment - Split Interest $ 461,184 Funded Depreciation Adjustment $ (102,893) Restricted Funds Activity $ (52,255) Donations $ 2,167 Total Other Changes in Net Assets $ 972,509”

“Question 2b : The organization's financial statements are part of a consolidated system 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)”

“Description:purchased salaries non phys total fees:3355023”

“Description:occupational therapy services total fees:231878”

“Description:physical therapy services total fees:311311”

“Description:radiology/imaging services total fees:23398”