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Nonprofiteer
← UPMC WESTERN MARYLAND CORPORATION

Form 990 for tax year 2022

Filed by UPMC WESTERN MARYLAND CORPORATION.

Totals

Total revenue
$398,918,111
Total expenses
$357,819,842
Contributions and grants received
$1,906,543
Grants paid
$0
Program services expenses (Part IX)
$332,468,285
Management and general expenses
$25,351,557
Fundraising expenses
$0
Program service expenses (Part III)
$332,468,285

Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARY ANN JENKINS

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4

  • JONATHAN HUTCHERSON

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • KEITH L FUNKHOUSER

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    4

  • DAVID T MARTIN

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • DAVID BURWELL MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • ROLF K HAARSTAD AIA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • DAVID C RUSSELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • EILEEN SIMMONS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • CARISSA RODEHEAVER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • KIM B LEONARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • JOHN N PAPPAS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • COURTNEY A THOMAS-WINTERBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • RICK WADAS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3

  • MICHELE R MARTZ

    PRESIDENT

    Total calculated
    $781,178
    From this org
    $632,704
    From related orgs
    $0
    Other
    $148,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $330,998
    Bonus
    $288,000
    Other
    $13,706
    Deferred
    $119,463
    Nontaxable benefits
    $29,011
    Filer's total
    $781,178

  • AMBER RUBLE

    CFO

    Total calculated
    $245,423
    From this org
    $200,850
    From related orgs
    $0
    Other
    $44,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,078
    Bonus
    $38,250
    Other
    $522
    Deferred
    $21,284
    Nontaxable benefits
    $23,289
    Filer's total
    $245,423

  • KEVIN R TURLEY

    VP, OPERATIONS

    Total calculated
    $463,219
    From this org
    $350,635
    From related orgs
    $0
    Other
    $112,584
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,665
    Bonus
    $102,090
    Other
    $5,880
    Deferred
    $87,374
    Nontaxable benefits
    $25,210
    Filer's total
    $463,219

  • JAMES KARSTETTER

    VP, CNO

    Total calculated
    $400,971
    From this org
    $341,927
    From related orgs
    $0
    Other
    $59,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,889
    Bonus
    $95,650
    Other
    $2,388
    Deferred
    $35,964
    Nontaxable benefits
    $23,080
    Filer's total
    $400,971

  • MATTHEW SIMMONS MD

    VP, MEDICAL AFFAIRS

    Total calculated
    $493,446
    From this org
    $449,447
    From related orgs
    $0
    Other
    $43,999
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $333,318
    Bonus
    $103,700
    Other
    $12,429
    Deferred
    $26,461
    Nontaxable benefits
    $17,538
    Filer's total
    $493,446

  • EMME CHAPMAN-JACKSON MD

    MEDICAL STAFF PRESIDENT

    Total calculated
    $642,851
    From this org
    $616,065
    From related orgs
    $0
    Other
    $26,786
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $469,004
    Bonus
    $145,980
    Other
    $1,081
    Deferred
    $18,541
    Nontaxable benefits
    $8,245
    Filer's total
    $642,851

  • OR COHEN-INBAR MD

    NEUROSURGEON

    Total calculated
    $1,842,609
    From this org
    $1,802,436
    From related orgs
    $0
    Other
    $40,173
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,029,351
    Bonus
    $770,745
    Other
    $2,340
    Deferred
    $18,541
    Nontaxable benefits
    $21,632
    Filer's total
    $1,842,609

  • RICHARD STRAUSS MD

    NEUROSURGEON

    Total calculated
    $1,018,236
    From this org
    $984,457
    From related orgs
    $0
    Other
    $33,779
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $920,300
    Bonus
    $50,000
    Other
    $14,157
    Deferred
    $21,350
    Nontaxable benefits
    $12,429
    Filer's total
    $1,018,236

  • BLANCHE MAVROMATIS MD

    ONCOLOGIST

    Total calculated
    $871,280
    From this org
    $821,637
    From related orgs
    $0
    Other
    $49,643
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $558,366
    Bonus
    $260,433
    Other
    $2,838
    Deferred
    $28,545
    Nontaxable benefits
    $21,098
    Filer's total
    $871,280

  • CHRISTOPHER HAAS MD

    CARDIOLOGIST

    Total calculated
    $869,348
    From this org
    $808,715
    From related orgs
    $0
    Other
    $60,633
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $676,090
    Bonus
    $129,366
    Other
    $3,259
    Deferred
    $29,532
    Nontaxable benefits
    $31,101
    Filer's total
    $869,348

  • MARK G NELSON MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $853,154
    From this org
    $766,433
    From related orgs
    $0
    Other
    $86,721
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $720,421
    Bonus
    $34,916
    Other
    $11,096
    Deferred
    $55,289
    Nontaxable benefits
    $31,432
    Filer's total
    $853,154

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
UPMC MAY PROVIDE THE FOLLOWING BENEFITS TO CERTAIN EXECUTIVES WHEN THEY ARE NECESSARY TO ACHIEVE UPMC'S CHARITABLE MISSION OBJECTIVES: FIRST-CLASS OR CHARTER TRAVEL; TRAVEL FOR COMPANIONS; TAX INDEMNIFICATION OR GROSS UP PAYMENTS; AND/OR BUSINESS CLUB DUES OR INITIATION FEES. PROVISION OF ANY SUCH BENEFITS IS PREDICATED ON COMPLIANCE WITH THE ORGANIZATION'S POLICIES, IS SUBJECT TO REVIEW AND APPROVAL PROCESSES, AND IS TREATED AS TAXABLE INCOME TO THE EXECUTIVES WHERE REQUIRED UNDER THE INTERNAL REVENUE CODE.
PART I, LINE 4B
ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS DISCLOSED WITHIN THE TOTAL AMOUNT 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 MULTI YEAR 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 THE 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 CURRENT INCOME FOR FICA TAXATION AND REPORTING PURPOSES, THIS BENEFIT, WHICH GENERALLY 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 AND SATISFIED THE NON-COMPETE PROVISION OF THEIR EMPLOYMENT AGREEMENT AND/OR SATISFY A POST-RETIREMENT SEPARATION AGREEMENT. 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. MICHELE R. MARTZ - $40,600 MATTHEW SIMMONS, MD - $8,022

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349315016

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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