Skip to content
Nonprofiteer
← ST MARGARET MEMORIAL HOSPITAL FOUNDATION

Form 990 for tax year 2022

Filed by ST MARGARET MEMORIAL HOSPITAL FOUNDATION.

Totals

Total revenue
$2,599,387
Total expenses
$1,490,250
Contributions and grants received
$816,114
Grants paid
$830,681
Program service revenue
$0
Investment income
$1,653,429
Other revenue
$129,844
Total assets, end of year
$28,435,618
Total liabilities, end of year
$103,083
Net assets or fund balances, end of year
$28,332,535
Program services expenses (Part IX)
$989,551
Management and general expenses
$330,513
Fundraising expenses
$170,186
Program service expenses (Part III)
$989,551

Program services were 66.4% 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.

  • 1a · Federated campaigns

    $19,001

  • 1c · Fundraising events

    $6,046

  • 1d · Related organizations

    $25,000

  • 1f · All other contributions, gifts and grants

    $766,067

  • 3 · Investment income

    total $1,003,755 · excluded $1,003,755

  • 7a · Gross sales of assets other than inventory

    securities $5,612,132

  • 7b · Less cost or other basis and sales expenses

    securities $4,962,458

  • 7c · Gain or loss

    securities $649,674

  • 7d · Net gain or loss

    total $649,674 · excluded $649,674

  • 8a · Fundraising events: gross income

    $131,451

  • 8a · Fundraising events: contributions included on line 1c

    $6,046

  • 8b · Fundraising events: direct expenses

    $9,711

  • 8c · Net income from fundraising events

    total $121,740 · excluded $121,740

  • 11a · Other revenue: AUXILIARY

    total $8,104 · related or exempt $8,104

  • 11e · Other revenue, total

    $8,104

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $823,681 · program services $823,681

  • 2 · Grants to domestic individuals

    total $7,000 · program services $7,000

  • 5 · Compensation of officers, directors and key employees

    total $213,240 · program services $53,310 · management and general $106,620 · fundraising $53,310

  • 7 · Other salaries and wages

    total $57,002 · program services $1,380 · management and general $2,759 · fundraising $52,863

  • 9 · Other employee benefits

    total $36,652 · program services $9,163 · management and general $18,326 · fundraising $9,163

  • 10 · Payroll taxes

    total $14,874 · program services $3,718 · management and general $7,438 · fundraising $3,718

  • 11b · Fees: legal

    total $4,184 · management and general $4,184

  • 11c · Fees: accounting

    total $38,484 · program services $17,661 · management and general $10,945 · fundraising $9,878

  • 11f · Fees: investment management

    total $139,289 · management and general $139,289

  • 12 · Advertising and promotion

    total $2,299 · program services $1,143 · management and general $696 · fundraising $460

  • 13 · Office expenses

    total $29,860 · program services $15,643 · management and general $2,067 · fundraising $12,150

  • 14 · Information technology

    total $15,484 · program services $5,598 · fundraising $9,886

  • 16 · Occupancy

    total $26,604 · program services $6,651 · management and general $13,302 · fundraising $6,651

  • 17 · Travel

    total $704 · program services $176 · management and general $352 · fundraising $176

  • 23 · Insurance

    total $10,549 · management and general $10,549

  • 24a · Other expenses: SPECIALTY ITEMS

    total $11,030 · program services $5,515 · fundraising $5,515

  • 24b · Other expenses: RECOGNITION PLAQUES

    total $1,087 · fundraising $1,087

  • 24e · All other expenses

    total $58,227 · program services $38,912 · management and general $13,986 · fundraising $5,329

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $394 · end of year $394

  • 2 · Savings and temporary cash investments

    beginning of year $1,022,592 · end of year $1,032,767

  • 3 · Pledges and grants receivable

    beginning of year $30,500 · end of year $15,000

  • 4 · Accounts receivable

    beginning of year $60,291 · end of year $60,291

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,479 · end of year $18,558

  • 10a · Land, buildings and equipment: cost or other basis

    $172,768

  • 10b · Land, buildings and equipment: accumulated depreciation

    $172,768

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $19,866,457 · end of year $17,278,889

  • 12 · Investments: other securities

    beginning of year $6,794,673 · end of year $5,009,253

  • 15 · Other assets

    beginning of year $5,545,775 · end of year $5,020,466

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,942 · end of year $61,741

  • 18 · Grants payable

    beginning of year $15,500 · end of year $0

  • 19 · Deferred revenue

    beginning of year $20,000 · end of year $37,050

  • 25 · Other liabilities

    beginning of year $5,842 · end of year $4,292

  • 27 · Net assets without donor restrictions

    beginning of year $25,259,686 · end of year $21,059,434

  • 28 · Net assets with donor restrictions

    beginning of year $7,979,191 · end of year $7,273,101

Mission and programs · 2022

Mission

THE MISSION OF ST. MARGARET FOUNDATION IS TO BE A VALUED SOURCE OF SUPPORT FOR UPMC ST. MARGARET AND THE HEALTH AND WELLNESS OF THE COMMUNITIES IT SERVES. THE FOUNDATION FOCUSES ON FILLING IN THE GAPS WITH HOPE FOR PATIENTS AT ST. MARGARET HOSPITAL WHO ARE FACING SOME OF LIFE'S GREATEST CHALLENGES.

Activities or mission (Part I)

ST. MARGARET FOUNDATION INVESTS IN HEALTH AND WELLNESS INITIATIVES AT UPMC ST. MARGARET AND WITHIN COMMUNITIES SERVED BY THE HOSPITAL

  • THE FOUNDATION IS A PUBLIC CHARITY GOVERNED BY ITS BOARD OF DIRECTORS AND IS INDEPENDENT OF UPMC. A STRATEGIC PLANNING PROCESS IN 2012 RESULTED IN THE FOUNDATION'S FOCUS FOR RAISING AND DISTRIBUTING FUNDS IN THE FOLLOWING KEY AREAS AT UPMC ST. MARGARET: 1) PATIENT ACCESS; 2) PATIENT INFORMATION AND 3) PATIENT EXPERIENCE. IN TODAY'S HEALTH CARE ENVIRONMENT MANY PATIENT NEEDS CANNOT BE MET WITH MEDICARE, MEDICAID, INSURANCE AND SELF-PAYMENT ALONE. ST. MARGARET FOUNDATION FUNDRAISES FOR SPECIFIC AREAS OF NEED THAT INCLUDE: THE BED FUND WHICH PROVIDES UNDERSERVED PATIENTS WITH MEDICAL SUPPLIES, TRANSPORTATION TO CANCER AND OTHER TREATMENT, EMERGENCY HOUSING, MEDICATION, AND MUCH MORE; THE ONCOLOGY FUND FOR PATIENTS BATTLING CANCER TO HELP WITH TRANSPORTATION, MEDICATION, UTILITY ASSISTANCE DUE TO LOSS OF WAGES; THE ST. MARGARET FAMILY HEALTH CENTERS FUND FOR LOCATIONS IN LAWRENCEVILLE, BLOOMFIELD-GARFIELD, AND NEW KENSINGTON WHICH PROVIDES UNDERSERVED PATIENTS WITH IMMUNIZATIONS, MEDICATIONS, REACH OUT AND READ BOOKS FOR CHILDREN, TEDDY BEAR CLINIC, FOOD VOUCHERS FOR HOLIDAY MEALS, HEALTH FAIRS, NUTRITION EDUCATION AND HUMAN SEXUALITY EDUCATION IN THE INNER-CITY PUBLIC SCHOOLS; THE EMPLOYEE EMERGENCY FUND WHICH ASSISTS EMPLOYEES OF ST. MARGARET WHO HAVE EXPERIENCED A NATURAL DISASTER OR MEDICAL EMERGENCY. ST. MARGARET FOUNDATION MAKES GRANTS TO PROGRAMS THAT IMPROVE THE HEALTH OF THE ST. MARGARET COMMUNITY. EXAMPLES INCLUDE: LOOK GOOD FEEL BETTER PROGRAM FOR CANCER PATIENTS, FREE RIDES FOR SENIORS SHUTTLE SERVICE, FREE VALET SERVICE FOR SENIORS AND PATIENTS WITH DISABILITIES, FREE PHYSICIAN LECTURE PROGRAMS, PARAMEDIC RESPONSE VEHICLE TO SUPPORT EMS SERVICES IN THE COMMUNITY, EDUCATION AND MEDICATION FOR PATIENTS WITH CHRONIC OBSTRUCTIVE PULMONARY DISEASE, DIABETES SUPPORT GROUP.

    Expenses $989,551 · Grants $830,681 · Revenue $8,104

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David T Martin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Lagnese MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Neil Y Van Horn

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Judith W Granato

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dave Patton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Peter G Ellis MD

    ACTING TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Seth Silverman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William H Simpson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick Smith MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marshall W Stafford MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vincent Silvaggio MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David R Dibenedetto Sr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robin Felton Baum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dr Michelle Domeisen

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • C James Zeszutek

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ej Donnelly MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • C Talbot Heppenstall Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Stephen A Botos Jr

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Nabil Mikhail MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mary Lee Gannon

    PRESIDENT

    Total calculated
    $304,628
    From this org
    $185,539
    From related orgs
    $79,517
    Other
    $39,572
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,539 + $79,517 related
    Bonus
    $15,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $27,701 + $11,871 related
    Filer's total
    $213,240 + $91,388 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

  • 3 · Independent compensation consultant
  • 3 · Approval by the board or compensation committee

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2023
IRS schema version
2022v5.0
Source object
202311239349300946

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

The source document this was parsed from is served over the API, which is where bulk and document access live.