Totals
- Total revenue
- $3,783,865
- Total expenses
- $3,210,910
- Contributions and grants received
- $415,173
- Grants paid
- $2,460,546
- Program service revenue
- $0
- Investment income
- $3,368,692
- Other revenue
- $0
- Total assets, end of year
- $114,713,742
- Total liabilities, end of year
- $1,641,476
- Net assets or fund balances, end of year
- $113,072,266
- Program services expenses (Part IX)
- $2,460,546
- Management and general expenses
- $709,924
- Fundraising expenses
- $40,440
- Program service expenses (Part III)
- $2,460,546
Program services were 76.6% 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.
-
1f · All other contributions, gifts and grants
$415,173
-
3 · Investment income
total $1,563,329 · excluded $1,563,329
-
7a · Gross sales of assets other than inventory
securities $4,650,990
-
7b · Less cost or other basis and sales expenses
securities $2,845,627
-
7c · Gain or loss
securities $1,805,363
-
7d · Net gain or loss
total $1,805,363 · excluded $1,805,363
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,460,546 · program services $2,460,546
-
5 · Compensation of officers, directors and key employees
total $253,547 · management and general $253,547
-
7 · Other salaries and wages
total $204,041 · management and general $204,041
-
11c · Fees: accounting
total $45,210 · management and general $45,210
-
11f · Fees: investment management
total $52,676 · management and general $52,676
-
11g · Fees: other
total $103,914 · management and general $103,914
-
13 · Office expenses
total $49,133 · management and general $11,644 · fundraising $37,489
-
16 · Occupancy
total $29,511 · management and general $26,560 · fundraising $2,951
-
17 · Travel
total $7,487 · management and general $7,487
-
23 · Insurance
total $2,269 · management and general $2,269
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $2,576 · management and general $2,576
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $145,363 · end of year $268,966
-
2 · Savings and temporary cash investments
beginning of year $540,968 · end of year $24,714
-
3 · Pledges and grants receivable
end of year $20,000
-
9 · Prepaid expenses and deferred charges
beginning of year $8,931 · end of year $11,398
-
10a · Land, buildings and equipment: cost or other basis
$72,227
-
10b · Land, buildings and equipment: accumulated depreciation
$72,227
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $101,863,491 · end of year $114,388,664
-
17 · Accounts payable and accrued expenses
beginning of year $35,533 · end of year $142,790
-
18 · Grants payable
beginning of year $1,341,248 · end of year $1,411,733
-
25 · Other liabilities
beginning of year $87,340 · end of year $86,953
-
27 · Net assets without donor restrictions
beginning of year $67,160,870 · end of year $74,911,375
-
28 · Net assets with donor restrictions
beginning of year $33,933,762 · end of year $38,160,891
Mission and programs · 2023
Mission
TO RAISE FUNDS FOR THE BENEFIT OF UPMC-PRESBYTERIAN/SHADYSIDE. THE FUNDS RAISED ARE USED TO FURTHER IMPROVE AND ADVANCE THE SCIENCE OR ART OF HEALTHCARE DELIVERY AND ASSIST IN THE ADVANCEMENT OF MEDICAL EDUCATION AND RESEARCH.
Activities or mission (Part I)
TO RAISE FUNDS FOR UPMC-PRESBYTERIAN/SHADYSIDE-TO IMPROVE AND ADVANCE MEDICINE.
-
EACH YEAR THE FOUNDATION PUTS OUT A CALL FOR GRANT REQUESTS FROM PERSONNEL AT UPMC SHADYSIDE. OF 63 REQUESTS FOR FUNDING THAT WERE SUBMITTED, 44 WERE APPROVED. FOUR HIGHLIGHTED PROJECTS INCLUDE: COMBATTING FOOD INSECURITY AT THE UPMC SHADYSIDE FAMILY HEALTH CENTER, "MEDS AFTER BEDS" MEDICATION ADHERENCE AND SAFETY TOOLS PROJECT, USING ZOOM STRETCHER TECHNOLOGY TO REDUCE EMPLOYEE INJURIES, AND CLINICAL RESEARCH INVOLVING THE UPMC SHADYSIDE ACPET PROGRAM.ADDITIONAL PROJECTS INCLUDE THE DIABETES EDUCATION SCHOLARSHIP, WHICH PROVIDES MEDICATIONS, SUPPLIES, AND COUNSELING. THE SHADYSIDE HOSPITAL IMPROVEMENT MODEL PROVIDES SALARIES FOR TWO IMPROVEMENT SPECIALISTS WHO WORK WITH THE HOSPITAL TO MAKE IMPROVEMENTS FOR PATIENT SAFETY AND CARE.SINCE 1975, OUR VOLUNTEER BOARD HAS SUCCESSFULLY STEWARDED THE GIFTS OF GENERAL DONORS, PUTTING THEIR DOLLARS TO WORK TO HELP CREATE A WORLD-RENOWNED HOSPITAL THAT MAKES OUR COMMUNITY STRONG. SUPPORTING PROJECTS FOR QUALITY CARE, EDUCATION, AND RESEARCH THAT LIE BEYOND THE HOSPITAL'S NORMAL OPERATING BUDGET, THE SHADYSIDE HOSPITAL FOUNDATION CHANGES LIVES.
Expenses $2,460,546 · Grants $2,460,546
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jennifer MarchJENNIFER MARCH
ED/SECRETARY (AS OF 1/24)
- Total calculated
- $0
- Hours/week
- 39 + 1 related
-
Louise R BrownLOUISE R BROWN
ED/SECRETARY (UNTIL 06/24)
- Total calculated
- $334,772
- From this org
- $147,256
- From related orgs
- $147,256
- Other
- $40,260
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $147,256 + $147,256 related
- Bonus
- $0
- Other
- $0
- Deferred
- $9,411 + $9,411 related
- Nontaxable benefits
- $10,719 + $10,719 related
- Filer's total
- $167,386 + $167,386 related
-
Torrence M Hunt JrTORRENCE M HUNT JR
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
H Vaughan Blaxter IIIH VAUGHAN BLAXTER III
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mark J LaskowMARK J LASKOW
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mikell Cooper SchenckMIKELL COOPER SCHENCK
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy B FosterNANCY B FOSTER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
W Craig EsterlyW CRAIG ESTERLY
ASST. TREASURER & SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence N Adler MDLAWRENCE N ADLER MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Vijay K Bahl MDVIJAY K BAHL MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Caroline D BarmenCAROLINE D BARMEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William W Barrington MDWILLIAM W BARRINGTON MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Dorothy B BeckwithDOROTHY B BECKWITH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
G Nicholas Beckwith IIIG NICHOLAS BECKWITH III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Bonnie BlaxterBONNIE BLAXTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Courtney B BorntraegerCOURTNEY B BORNTRAEGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mary BrignanoMARY BRIGNANO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Yvette L Broadnax MDYVETTE L BROADNAX MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ah Burchfield IIIAH BURCHFIELD III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert B Challinor MDROBERT B CHALLINOR MD
BOARD MEMBER (UNTIL 03/24)
- Total calculated
- $0
- Hours/week
- 1
-
William M Cooper IIIWILLIAM M COOPER III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patricia M DugganPATRICIA M DUGGAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paul Euwer JrPAUL EUWER JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steven Evans MDSTEVEN EVANS MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nancy C FalesNANCY C FALES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sheila FineSHEILA FINE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mona N Generett PhDMONA N GENERETT PHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robin Girdhar MDROBIN GIRDHAR MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James A Gleason MDJAMES A GLEASON MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Clinton E Guyaux CFP CluCLINTON E GUYAUX CFP CLU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Nina Fisher HamiltonNINA FISHER HAMILTON
BOARD MEMBER (UNTIL 06/24)
- Total calculated
- $0
- Hours/week
- 1
-
John F HenslerJOHN F HENSLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James F HilliardJAMES F HILLIARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Holtzman MDMATTHEW HOLTZMAN MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Leo A Keevican JrLEO A KEEVICAN JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joan KenneyJOAN KENNEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Donna L Knupp MDDONNA L KNUPP MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Louis E Leff MD FacpLOUIS E LEFF MD FACP
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kate W MacveanKATE W MACVEAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Charles V Masterson IIICHARLES V MASTERSON III
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Gonzales McComb MDJENNIFER GONZALES MCCOMB MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
W Duff McCradyW DUFF MCCRADY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John McSorley III MDJOHN MCSORLEY III MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark W Meyer MDMARK W MEYER MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cooper Schenck MunroeCOOPER SCHENCK MUNROE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer J MuseJENNIFER J MUSE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joel B Nelson MDJOEL B NELSON MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Richard A PagliariRICHARD A PAGLIARI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James Pingpank MDJAMES PINGPANK MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Daniel W Pituch DMD MDDANIEL W PITUCH DMD MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sandra L RaderSANDRA L RADER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Fred H Rubin MDFRED H RUBIN MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John A RudolfJOHN A RUDOLF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Blake L RuttenbergBLAKE L RUTTENBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Demmler SchenckDEMMLER SCHENCK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michael Singh MDMICHAEL SINGH MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark A StuderMARK A STUDER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William M Swartz MDWILLIAM M SWARTZ MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Joseph C WaltonJOSEPH C WALTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Elise YandersELISE YANDERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
W Dennis Zerega EdDW DENNIS ZEREGA EDD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David S Zorub MDDAVID S ZORUB MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William M RobinsonWILLIAM M ROBINSON
BOARD MEMBER (UNTIL 09/23)
- Total calculated
- $0
- Hours/week
- 1
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
None.
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)
- PART I, LINE 3
- THE EXECUTIVE DIRECTORS, LOUISE R. BROWN AND JENNIFER N. MARCH, ARE COMPENSATED BY UPMC PRESBYTERIAN/SHADYSIDE, A RELATED TAX-EXEMPT ORGANIZATION. UPMC PRESBYTERIAN/SHADYSIDE USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
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
-
$2,460,546
PATIENT CARE, EMPLOYEE EDUCATION AND SUPPORT, OUTREACH, RESEARCH AND OTHER MISCELLANEOUS PROGRAMS.
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.
-
501(C)(3) · HOSPITAL · PA
-
SHADYSIDE HOSPITAL SUPPORTING FOUNDATION
501(C)(3) · RAISE FUNDS FOR UPMC SHADYSIDE · PA
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ADDISON F HOLLIDAY TRUST
T · BENEFICIAL INTEREST IN PERPETUAL TRUST · PA · 100% owned · share of income $132,797 · share of assets $2,156,568
Directly controlled by PNC BANK
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349304477
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