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Nonprofiteer
← UPMC

Form 990 for tax year 2022

Filed by UPMC.

Totals

Total revenue
$203,866,895
Total expenses
$194,486,243
Contributions and grants received
$1,384,661
Grants paid
$221,663
Program service revenue
$200,969,638
Investment income
$115,015
Other revenue
$1,397,581
Total assets, end of year
$238,028,065
Total liabilities, end of year
$104,632,508
Net assets or fund balances, end of year
$133,395,557
Program services expenses (Part IX)
$170,477,714
Management and general expenses
$24,008,529
Fundraising expenses
$0
Program service expenses (Part III)
$170,477,714

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Douglas Neidich

    Board Chairman

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mark Glessner

    Board Vice Chairman

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Philip W Guarneschelli

    President & CEO (R 9/22)

    Total calculated
    $1,536,855
    From this org
    $0
    From related orgs
    $1,474,461
    Other
    $62,394
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,892 related
    Bonus
    $0 + $540,000 related
    Other
    $0 + $352,569 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $37,994 related
    Filer's total
    $0 + $1,536,855 related

  • Barry Schoch

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Carolyn Kreamer PhD

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Martin

    Director

    Total calculated
    $0
    Hours/week
    1 + 15 related

  • Eileen Simmons

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Hickey

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jonathan Vipond III Esq

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathleen Pavelko

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kenneth Oken MD

    Director

    Total calculated
    $515,910
    From this org
    $0
    From related orgs
    $467,619
    Other
    $48,291
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $467,619 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $25,335 related
    Nontaxable benefits
    $0 + $22,956 related
    Filer's total
    $0 + $515,910 related

  • Mark Sevco (R 423)

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Paul Spears MD

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Richard Hamilton

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Robert Montler

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Senghor Manns

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Thomas Nicholson MD

    Director

    Total calculated
    $888,441
    From this org
    $0
    From related orgs
    $827,508
    Other
    $60,933
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $758,970 related
    Bonus
    $0 + $64,950 related
    Other
    $0 + $3,588 related
    Deferred
    $0 + $25,046 related
    Nontaxable benefits
    $0 + $35,887 related
    Filer's total
    $0 + $888,441 related

  • Troy Moritz DO

    Director

    Total calculated
    $980,993
    From this org
    $0
    From related orgs
    $946,701
    Other
    $34,292
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $653,067 related
    Bonus
    $0 + $288,843 related
    Other
    $0 + $4,791 related
    Deferred
    $0 + $24,767 related
    Nontaxable benefits
    $0 + $9,525 related
    Filer's total
    $0 + $980,993 related

  • Yvonne Hollins

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alison Bernhardt

    Treasurer/VP & CFO (R 1/23)

    Total calculated
    $573,864
    From this org
    $0
    From related orgs
    $550,610
    Other
    $23,254
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,430 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $9,180 related
    Deferred
    $0 + $18,785 related
    Nontaxable benefits
    $0 + $4,469 related
    Filer's total
    $0 + $573,864 related

  • Amanda Morgan

    Assistant Treasurer

    Total calculated
    $222,072
    From this org
    $0
    From related orgs
    $194,961
    Other
    $27,111
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,783 related
    Bonus
    $0 + $28,875 related
    Other
    $0 + $303 related
    Deferred
    $0 + $12,219 related
    Nontaxable benefits
    $0 + $14,892 related
    Filer's total
    $0 + $222,072 related

  • Christine Miller Esq

    Secretary/Assoc. Counsel

    Total calculated
    $470,735
    From this org
    $0
    From related orgs
    $408,203
    Other
    $62,532
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,777 related
    Bonus
    $0 + $182,116 related
    Other
    $0 + $1,310 related
    Deferred
    $0 + $38,479 related
    Nontaxable benefits
    $0 + $24,053 related
    Filer's total
    $0 + $470,735 related

  • Greg Mitstifer

    CFO

    Total calculated
    $224,907
    From this org
    $0
    From related orgs
    $193,220
    Other
    $31,687
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,917 related
    Bonus
    $0 + $33,000 related
    Other
    $0 + $303 related
    Deferred
    $0 + $11,531 related
    Nontaxable benefits
    $0 + $20,156 related
    Filer's total
    $0 + $224,907 related

  • Kerry Maloney

    Assistant Secretary

    Total calculated
    $194,131
    From this org
    $0
    From related orgs
    $171,153
    Other
    $22,978
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,796 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $1,357 related
    Deferred
    $0 + $3,000 related
    Nontaxable benefits
    $0 + $19,978 related
    Filer's total
    $0 + $194,131 related

  • Louis Baverso

    President & COO

    Total calculated
    $999,112
    From this org
    $0
    From related orgs
    $874,462
    Other
    $124,650
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $442,253 related
    Bonus
    $0 + $375,000 related
    Other
    $0 + $57,209 related
    Deferred
    $0 + $86,885 related
    Nontaxable benefits
    $0 + $37,765 related
    Filer's total
    $0 + $999,112 related

  • Joseph Iandolo

    VP, Operations

    Total calculated
    $261,008
    From this org
    $233,546
    From related orgs
    $0
    Other
    $27,462
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $182,886
    Bonus
    $50,000
    Other
    $660
    Deferred
    $14,453
    Nontaxable benefits
    $13,009
    Filer's total
    $261,008

  • Rebecca Bruce

    Sr. Dir. - Memorial ASC

    Total calculated
    $291,140
    From this org
    $240,249
    From related orgs
    $0
    Other
    $50,891
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,373
    Bonus
    $0
    Other
    $876
    Deferred
    $18,010
    Nontaxable benefits
    $32,881
    Filer's total
    $291,140

  • Theodore Vlassis

    Pharmacist

    Total calculated
    $225,420
    From this org
    $172,726
    From related orgs
    $0
    Other
    $52,694
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,332
    Bonus
    $0
    Other
    $1,394
    Deferred
    $14,660
    Nontaxable benefits
    $38,034
    Filer's total
    $225,420

  • Tracy Miller

    CNO, VP Patient Care Services

    Total calculated
    $594,468
    From this org
    $188,744
    From related orgs
    $0
    Other
    $405,724
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,916
    Bonus
    $15,000
    Other
    $828
    Deferred
    $13,213
    Nontaxable benefits
    $392,511
    Filer's total
    $594,468

  • Wesley Glaudin

    Pharmacist

    Total calculated
    $209,949
    From this org
    $183,254
    From related orgs
    $0
    Other
    $26,695
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,815
    Bonus
    $0
    Other
    $439
    Deferred
    $19,950
    Nontaxable benefits
    $6,745
    Filer's total
    $209,949

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, and on a Form 990-PF Part VIII's — 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
UPMC MEMORIAL RELIES ON UPMC PINNACLE, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. THE METHOD USED TO ESTABLISH COMPENSATION BY THE RELAYED ORGANIZATION INCLUDE: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD
Schedule J, Part I, Line 4a Severance or change-of-control payment
PHILIP GUARNESCHELLI, PRESIDENT AND CEO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $195,608 UPON HIS DEPARTURE FROM THE ORGANIZATION IN CALENDAR YEAR 2022.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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.
Schedule J, Part I, Line 7 Non-fixed payments
UPMC Provides Incentive Compensation as part of its total compensation program for officers and key employees. This component is based upon the accomplishment of predetermined performance goals and objectives which focus on the achievement of multiple annual and three year individual and group performance criteria in the context of appropriate risk taking. These criteria directly support UPMC's mission and include: Patient Quality and Satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411359349309161

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

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