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Nonprofiteer
← UPMC

Form 990 for tax year 2022

Filed by UPMC.

Totals

Total revenue
$201,694,680
Total expenses
$201,713,491
Contributions and grants received
$224,053
Grants paid
$11,410
Program services expenses (Part IX)
$154,384,086
Management and general expenses
$47,329,405
Fundraising expenses
$0
Program service expenses (Part III)
$154,384,086

Program services were 76.5% 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
    $1,474,461
    From related orgs
    $0
    Other
    $62,394
    Hours/week
    30 + 11 related

    Schedule J breakdown matched by us

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

  • 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
    10 + 31 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
    $194,961
    From related orgs
    $0
    Other
    $27,111
    Hours/week
    10 + 31 related

    Schedule J breakdown matched by us

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

  • Christine Miller Esq

    Secretary/Assoc. Counsel

    Total calculated
    $470,735
    From this org
    $0
    From related orgs
    $408,203
    Other
    $62,532
    Hours/week
    10 + 31 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
    10 + 31 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
    10 + 31 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
    $874,462
    From related orgs
    $0
    Other
    $124,650
    Hours/week
    10 + 31 related

    Schedule J breakdown matched by us

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

  • Adam Dimm

    VP, Oncology Services

    Total calculated
    $382,264
    From this org
    $329,920
    From related orgs
    $0
    Other
    $52,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,404
    Bonus
    $90,000
    Other
    $516
    Deferred
    $20,894
    Nontaxable benefits
    $31,450
    Filer's total
    $382,264

  • Deborah Willwerth

    VP, Peds Srv Line

    Total calculated
    $457,577
    From this org
    $399,863
    From related orgs
    $0
    Other
    $57,714
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,427
    Bonus
    $100,000
    Other
    $8,436
    Deferred
    $27,908
    Nontaxable benefits
    $29,806
    Filer's total
    $457,577

  • John Goldman MD

    VP Medical Affairs

    Total calculated
    $615,319
    From this org
    $543,065
    From related orgs
    $0
    Other
    $72,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $377,293
    Bonus
    $149,000
    Other
    $16,772
    Deferred
    $38,768
    Nontaxable benefits
    $33,486
    Filer's total
    $615,319

  • Mohamad Salim Saiyed MD

    VP & Chief Medical Info Officer

    Total calculated
    $585,888
    From this org
    $546,561
    From related orgs
    $0
    Other
    $39,327
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $400,751
    Bonus
    $134,000
    Other
    $11,810
    Deferred
    $29,273
    Nontaxable benefits
    $10,054
    Filer's total
    $585,888

  • Paul Toburen

    VP, Facilities & Support

    Total calculated
    $504,801
    From this org
    $450,984
    From related orgs
    $0
    Other
    $53,817
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $288,495
    Bonus
    $120,000
    Other
    $42,489
    Deferred
    $25,208
    Nontaxable benefits
    $28,609
    Filer's total
    $504,801

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 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 A SCHEDULE J COLUMN C "RETIREMENT AND OTHER DEFERRED COMPENSATION". DUE TO RESTRICTION 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 REQUIREMENT 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, THE BENEFIT, WHICH GENERALLY HAS BEEN EARNED OVER HER OR HIS ENTIRE CAREER, HAS NOT AND WILL NOT BE DISTRIBUTED UNTIL 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 CRITIERIA 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

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
14 May 2024
IRS schema version
2022v5.0
Source object
202411359349310311

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

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