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Nonprofiteer
← UPMC CENTER FOR HIGH VALUE HEALTH CARE

Form 990 for tax year 2022

Filed by UPMC CENTER FOR HIGH VALUE HEALTH CARE.

Totals

Total revenue
$7,223,637
Total expenses
$7,015,795
Contributions and grants received
$6,674,951
Grants paid
$0
Program services expenses (Part IX)
$7,015,795
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$7,015,795

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DIANE HOLDER

    BOARD PRES. & CHAIR.

    Total calculated
    $4,903,394
    From this org
    $0
    From related orgs
    $4,638,470
    Other
    $264,924
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,090,917 related
    Bonus
    not reported + $3,065,811 related
    Other
    not reported + $481,742 related
    Deferred
    not reported + $231,344 related
    Nontaxable benefits
    not reported + $33,580 related
    Filer's total
    not reported + $4,903,394 related

  • STEVEN SHAPIRO MD R 4121

    BOARD MEMBER

    Total calculated
    $4,041,420
    From this org
    $0
    From related orgs
    $4,041,420
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $4,041,420 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $4,041,420 related

  • SCOTT LAMMIE R 123120

    BOARD TREASURER

    Total calculated
    $2,118,296
    From this org
    $0
    From related orgs
    $2,117,507
    Other
    $789
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $2,117,507 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $789 related
    Filer's total
    not reported + $2,118,296 related

  • DEREK ANGUS MD

    BOARD MEMBER

    Total calculated
    $1,407,171
    From this org
    $0
    From related orgs
    $1,329,210
    Other
    $77,961
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $610,545 related
    Bonus
    not reported + $650,000 related
    Other
    not reported + $68,665 related
    Deferred
    not reported + $67,506 related
    Nontaxable benefits
    not reported + $10,455 related
    Filer's total
    not reported + $1,407,171 related

  • JAMES SCHUSTER MD

    BOARD MEMBER

    Total calculated
    $1,292,457
    From this org
    $0
    From related orgs
    $1,139,687
    Other
    $152,770
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $536,448 related
    Bonus
    not reported + $570,000 related
    Other
    not reported + $33,239 related
    Deferred
    not reported + $116,388 related
    Nontaxable benefits
    not reported + $36,382 related
    Filer's total
    not reported + $1,292,457 related

  • GORDON GEBBENS

    BOARD TREASURER

    Total calculated
    $1,088,421
    From this org
    $0
    From related orgs
    $968,937
    Other
    $119,484
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $452,023 related
    Bonus
    not reported + $446,000 related
    Other
    not reported + $70,914 related
    Deferred
    not reported + $95,558 related
    Nontaxable benefits
    not reported + $23,926 related
    Filer's total
    not reported + $1,088,421 related

  • SHERYL KASHUBA ESQ

    BOARD SECRETARY

    Total calculated
    $983,020
    From this org
    $0
    From related orgs
    $865,562
    Other
    $117,458
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $417,752 related
    Bonus
    not reported + $422,000 related
    Other
    not reported + $25,810 related
    Deferred
    not reported + $87,360 related
    Nontaxable benefits
    not reported + $30,098 related
    Filer's total
    not reported + $983,020 related

  • HYAGRIV SIMHAM MD

    BOARD MEMBER

    Total calculated
    $470,842
    From this org
    $0
    From related orgs
    $437,563
    Other
    $33,279
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $435,082 related
    Bonus
    not reported
    Other
    not reported + $2,481 related
    Deferred
    not reported + $29,395 related
    Nontaxable benefits
    not reported + $3,884 related
    Filer's total
    not reported + $470,842 related

  • DONNA KEYSER

    CHIEF RSRCH&TRANSITION OFFICER

    Total calculated
    $379,072
    From this org
    $338,779
    From related orgs
    $0
    Other
    $40,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,806
    Bonus
    $92,400
    Other
    $3,573
    Deferred
    $26,381
    Nontaxable benefits
    $13,912
    Filer's total
    $379,072

  • JANE KOGAN

    ASSOC CHIEF RSRCH/TRANS OFFCR

    Total calculated
    $308,680
    From this org
    $267,669
    From related orgs
    $0
    Other
    $41,011
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,011
    Bonus
    $35,500
    Other
    $1,158
    Deferred
    $25,411
    Nontaxable benefits
    $15,600
    Filer's total
    $308,680

  • QINGFEND LIANG

    Sr Prg Admin, Grants&Contracts

    Total calculated
    $180,079
    From this org
    $140,820
    From related orgs
    $0
    Other
    $39,259
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,498
    Bonus
    $0
    Other
    $5,322
    Deferred
    $13,678
    Nontaxable benefits
    $25,581
    Filer's total
    $180,079

  • SAMUEL PEASAH

    Director, HVHC

    Total calculated
    $179,553
    From this org
    $144,949
    From related orgs
    $0
    Other
    $34,604
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,263
    Bonus
    $0
    Other
    $686
    Deferred
    $10,689
    Nontaxable benefits
    $23,915
    Filer's total
    $179,553

  • CARA NIKOLAJSKI

    Sr Director, HVHC

    Total calculated
    $177,606
    From this org
    $158,077
    From related orgs
    $0
    Other
    $19,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,395
    Bonus
    $13,500
    Other
    $182
    Deferred
    $10,284
    Nontaxable benefits
    $9,245
    Filer's total
    $177,606

  • LOREN ROTH MD MPH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ERIN DALTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN LICHTVELD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AMY SEYBERT

    BOARD MEMBER

    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 — 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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)

SCHEDULE J, PART 1, LINE 7
UPMC CENTER FOR HIGH-VALUE HEALTHCARE (THE CENTER) PROVIDES INCENTIVE COMPENSATION AS PART OF ITS TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES. THE COMPONENT IS BASED UPON THE ACHIEVEMENT 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 APPROPROATE RISK TAKING. THESE CRITERIA DIRECTLY SUPPORT THE CENTER'S MISSION TO ADVANCE US HEALTH CARE POLICY AND PRACTICE.
SCHEDULE J, PART 1, QUEST. 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 THE EMPLOYEES' ENTIRE CAREER, HAS NOT AND WILL NOT BE DISTRIBUTED UNTIL THE OFFICER OR KEY EMPLOYEE RETIRES OR SEPARATES FROM SERVICE FROM UPMC. 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.

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
20 March 2024
IRS schema version
2022v5.0
Source object
202420939349301102

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

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