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← UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FDN

Form 990 for tax year 2023

Filed by UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FDN.

Totals

Total revenue
$14,404,655
Total expenses
$14,404,655
Contributions and grants received
$14,404,655
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$14,404,655
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $14,404,655

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $8,605,258 · fundraising $8,605,258

  • 8 · Pension plan contributions

    total $730,992 · fundraising $730,992

  • 9 · Other employee benefits

    total $1,366,860 · fundraising $1,366,860

  • 10 · Payroll taxes

    total $572,575 · fundraising $572,575

  • 11c · Fees: accounting

    total $26,199 · fundraising $26,199

  • 11e · Fees: professional fundraising services

    total $689,723 · fundraising $689,723

  • 11g · Fees: other

    total $581,202 · fundraising $581,202

  • 13 · Office expenses

    total $273,168 · fundraising $273,168

  • 14 · Information technology

    total $71,300 · fundraising $71,300

  • 16 · Occupancy

    total $600,660 · fundraising $600,660

  • 17 · Travel

    total $654,006 · fundraising $654,006

  • 19 · Conferences, conventions and meetings

    total $179,521 · fundraising $179,521

  • 23 · Insurance

    total $21,738 · fundraising $21,738

  • 24a · Other expenses: DUES AND MEMBERSHIPS

    total $31,453 · fundraising $31,453

Balance sheet

Part X, book values.

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

THE MISSION OF THE MEDICAL & HEALTH SCIENCES FOUNDATION IS TO INTEGRATE PRIVATE FUNDRAISING FOR THE ENTIRE ACADEMIC MEDICAL CENTER WHICH COMPRISES THE SIX HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF PITTSBURGH, UPMC, UPMC HILLMAN CANCER CENTER, AND WPIC. THE FOUNDATION WILL IDENTIFY, CULTIVATE, SOLICIT, AND STEWARD GIFTS FROM INDIVIDUALS AND ORGANIZATIONS/CORPORATIONS/FOUNDATIONS INTERESTED IN SUPPORTING CLINICAL CARE, BIOMEDICAL RESEARCH, AND EDUCATION.

Activities or mission (Part I)

TO INTEGRATE FUNDRAISING FOR THE UNIVERSITY OF PITTSBURGH AND THE UNIVERSITY OF PGH MEDICAL CENTER.

  • THE ORGANIZATION WAS ESTABLISHED TO PROVIDE INTEGRATED FUNDRAISING PROGRAMS TO SERVE THE UNIVERSITY OF PITTSBURGH AND UNIVERSITY OF PITTSBURGH MEDICAL CENTER, AND THEREFORE HAS NO PROGRAM SERVICE ACTIVITY.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LESLIE C DAVIS

    CO-CHIEF EXECUTIVE OFFICER

    Total calculated
    $12,035,210
    From this org
    $0
    From related orgs
    $11,376,172
    Other
    $659,038
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,845,259 related
    Bonus
    $0 + $8,806,000 related
    Other
    $0 + $724,913 related
    Deferred
    $0 + $628,466 related
    Nontaxable benefits
    $0 + $30,572 related
    Filer's total
    $0 + $12,035,210 related

  • ANANTHA SHEKHAR

    DIRECTOR

    Total calculated
    $1,650,730
    From this org
    $0
    From related orgs
    $1,471,499
    Other
    $179,231
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,038,424 related
    Bonus
    $0 + $400,000 related
    Other
    $0 + $33,075 related
    Deferred
    $0 + $139,600 related
    Nontaxable benefits
    $0 + $39,631 related
    Filer's total
    $0 + $1,650,730 related

  • PATRICK D GALLAGHER

    CO-CHIEF EXEC OFFICER (THRU 7/16/23)

    Total calculated
    $780,469
    From this org
    $0
    From related orgs
    $684,249
    Other
    $96,220
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $648,479 related
    Bonus
    $0
    Other
    $0 + $35,770 related
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $56,620 related
    Filer's total
    $0 + $780,469 related

  • LOUIS R CESTELLO

    DIRECTOR (AS OF 8/15/23)

    Total calculated
    $0
    Hours/week
    5

  • JOHN P SURMA

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    5

  • DOUGLAS M BROWNING

    DIRECTOR (THRU 8/15/23)

    Total calculated
    $0
    Hours/week
    5

  • SAM S ZACHARIAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JOAN TA GABEL

    CO-CEO (AS OF 7/17/23)

    Total calculated
    $668,504
    From this org
    $0
    From related orgs
    $592,533
    Other
    $75,971
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,837 related
    Bonus
    $0 + $114,689 related
    Other
    $0 + $43,007 related
    Deferred
    $0 + $25,333 related
    Nontaxable benefits
    $0 + $50,638 related
    Filer's total
    $0 + $668,504 related

  • KRISTIN DAVITT

    PRESIDENT & CDO

    Total calculated
    $978,809
    From this org
    $0
    From related orgs
    $912,346
    Other
    $66,463
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $652,252 related
    Bonus
    $0 + $125,000 related
    Other
    $0 + $135,094 related
    Deferred
    $0 + $47,862 related
    Nontaxable benefits
    $0 + $18,601 related
    Filer's total
    $0 + $978,809 related

  • NARAHARI SASTRY

    TREASURER (THRU 3/1/24)

    Total calculated
    $486,267
    From this org
    $0
    From related orgs
    $423,649
    Other
    $62,618
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,181 related
    Bonus
    $0
    Other
    $0 + $12,468 related
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $23,018 related
    Filer's total
    $0 + $486,267 related

  • MICHELE P JEGASOTHY

    SECRETARY

    Total calculated
    $509,153
    From this org
    $0
    From related orgs
    $420,030
    Other
    $89,123
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,445 related
    Bonus
    $0 + $179,000 related
    Other
    $0 + $16,585 related
    Deferred
    $0 + $61,332 related
    Nontaxable benefits
    $0 + $27,791 related
    Filer's total
    $0 + $509,153 related

  • THURMAN D WINGROVE

    TREASURER (AS OF 4/10/24)

    Total calculated
    $345,416
    From this org
    $0
    From related orgs
    $282,283
    Other
    $63,133
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,283 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,905 related
    Nontaxable benefits
    $0 + $21,228 related
    Filer's total
    $0 + $345,416 related

  • MICHAEL S LAFRANKIE

    SENIOR EXECUTIVE DIRECTOR

    Total calculated
    $295,693
    From this org
    $248,950
    From related orgs
    $0
    Other
    $46,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,950
    Bonus
    $0
    Other
    $0
    Deferred
    $26,776
    Nontaxable benefits
    $19,967
    Filer's total
    $295,693

  • A LAWNEY SNYDER

    DIRECTOR OF DEVELOPMEMT

    Total calculated
    $304,358
    From this org
    $247,325
    From related orgs
    $0
    Other
    $57,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $247,325
    Bonus
    $0
    Other
    $0
    Deferred
    $36,797
    Nontaxable benefits
    $20,236
    Filer's total
    $304,358

  • ALICIA M KING

    DIRECTOR OF DEVELOPMEMT

    Total calculated
    $291,396
    From this org
    $257,737
    From related orgs
    $0
    Other
    $33,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,737
    Bonus
    $0
    Other
    $0
    Deferred
    $11,935
    Nontaxable benefits
    $21,724
    Filer's total
    $291,396

  • CAROLYN HOYT

    DIRECTOR OF DEVELOPMEMT

    Total calculated
    $311,401
    From this org
    $253,517
    From related orgs
    $0
    Other
    $57,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,517
    Bonus
    $0
    Other
    $0
    Deferred
    $35,607
    Nontaxable benefits
    $22,277
    Filer's total
    $311,401

  • JAMES J STRANG

    SENIOR EXECUTIVE DIRECTOR

    Total calculated
    $267,795
    From this org
    $232,471
    From related orgs
    $0
    Other
    $35,324
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,471
    Bonus
    $15,000
    Other
    $0
    Deferred
    $26,206
    Nontaxable benefits
    $9,118
    Filer's total
    $267,795

  • JEFFREY A ROMOFF

    FORMER CO-CEO (THRU 7/31/21)

    Total calculated
    $12,142,321
    From this org
    $0
    From related orgs
    $12,125,375
    Other
    $16,946
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $12,125,375 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,946 related
    Filer's total
    $0 + $12,142,321 related

  • ARTHUR S LEVINE

    FORMER DIRECTOR (THRU 6/1/20)

    Total calculated
    $1,115,187
    From this org
    $0
    From related orgs
    $1,055,958
    Other
    $59,229
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,019,371 related
    Bonus
    $0
    Other
    $0 + $36,587 related
    Deferred
    $0 + $39,600 related
    Nontaxable benefits
    $0 + $19,629 related
    Filer's total
    $0 + $1,115,187 related

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

  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3:
DUE TO MHSF'S UNIQUE ORGANIZATIONAL STRUCTURE,THE CO-CEO'S DETERMINE THE SALARY OF THE PRESIDENT AND CHIEF DEVELOPMENT OFFICER BASED ON INDUSTRY STANDARDS. THE CO-CEO'S REPRESENT THE TWO MEMBER ORGANIZATIONS WHICH ARE RESPONSIBLE FOR FUNDING 100% OF MHSF'S OPERATIONS.

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
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202521359349302762

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

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