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Form 990 for tax year 2022

Filed by UPMC.

Totals

Total revenue
$174,109,816
Total expenses
$157,859,839
Contributions and grants received
$1,118,125
Grants paid
$173,631
Program service revenue
$172,189,016
Investment income
$57,928
Other revenue
$744,747
Total assets, end of year
$100,957,209
Total liabilities, end of year
$98,184,988
Net assets or fund balances, end of year
$2,772,221
Program services expenses (Part IX)
$141,668,689
Management and general expenses
$16,191,150
Fundraising expenses
$0
Program service expenses (Part III)
$141,668,689

Program services were 89.7% 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.

  • 1e · Government grants (contributions)

    $1,118,125

  • 2a · Program service revenue: PATIENT REVENUE, NET

    total $169,842,110 · related or exempt $169,764,832 · unrelated business $77,278

  • 2b · Program service revenue: ONCOLOGY INFUSION REVENUE

    total $2,342,403 · related or exempt $2,342,403

  • 2c · Program service revenue: RADIOLOGY & LAB SERVICE REVENUE

    total $4,503 · related or exempt $4,503

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $17,736 · excluded $17,736

  • 6a · Gross rents

    real property $303,855

  • 6b · Less rental expenses

    real property $39,752

  • 6c · Rental income or loss

    real property $264,103 · personal property $0

  • 6d · Net rental income or loss

    total $264,103 · excluded $264,103

  • 7a · Gross sales of assets other than inventory

    other assets $40,192

  • 7c · Gain or loss

    securities $0 · other assets $40,192

  • 7d · Net gain or loss

    total $40,192 · excluded $40,192

  • 11a · Other revenue: CAFETERIA REVENUE

    total $246,495 · excluded $246,495

  • 11b · Other revenue: VENDOR REBATES

    total $214,856 · excluded $214,856

  • 11c · Other revenue: MISC. INCOME

    total $19,293 · excluded $19,293

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $480,644

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $173,631 · program services $173,631

  • 7 · Other salaries and wages

    total $50,246,612 · program services $47,054,206 · management and general $3,192,406

  • 8 · Pension plan contributions

    total $2,158,411 · program services $2,007,322 · management and general $151,089

  • 9 · Other employee benefits

    total $6,397,788 · program services $5,949,943 · management and general $447,845

  • 10 · Payroll taxes

    total $3,226,909 · program services $3,001,025 · management and general $225,884

  • 11a · Fees: management

    total $9,043,053 · management and general $9,043,053

  • 11g · Fees: other

    total $31,546,153 · program services $30,571,516 · management and general $974,637 · fundraising $0

  • 12 · Advertising and promotion

    total $3,928 · program services $3,928

  • 13 · Office expenses

    total $778,879 · program services $692,891 · management and general $85,988

  • 14 · Information technology

    total $1,164,284 · program services $1,024,570 · management and general $139,714

  • 16 · Occupancy

    total $3,442,094 · program services $2,684,833 · management and general $757,261

  • 17 · Travel

    total $59,323 · program services $40,933 · management and general $18,390

  • 19 · Conferences, conventions and meetings

    total $13,870 · management and general $13,870

  • 20 · Interest

    total $2,357 · program services $2,121 · management and general $236

  • 22 · Depreciation, depletion and amortization

    total $4,789,767 · program services $4,214,995 · management and general $574,772

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $19,329,791 · program services $19,329,791

  • 24b · Other expenses: DRUGS

    total $14,071,785 · program services $14,071,785

  • 24c · Other expenses: BAD DEBT

    total $4,814,821 · program services $4,814,821

  • 24d · Other expenses: Premium Tax

    total $2,511,603 · program services $2,260,443 · management and general $251,160

  • 24e · All other expenses

    total $4,084,780 · program services $3,769,935 · management and general $314,845 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,175 · end of year $1,175

  • 2 · Savings and temporary cash investments

    beginning of year $32,216 · end of year $43,371

  • 4 · Accounts receivable

    beginning of year $10,390,037 · end of year $12,192,403

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,420,907 · end of year $999,663

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,719,515 · end of year $2,924,918

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

    $111,791,596

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

    $26,995,917

  • 10c · Land, buildings and equipment, net

    beginning of year $85,731,222 · end of year $84,795,679

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,858,345 · end of year $1,807,494

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $96,488,848 · end of year $96,377,494

  • 27 · Net assets without donor restrictions

    beginning of year -$4,052,121 · end of year $2,772,221

Mission and programs · 2022

Mission

UPMC CARLISLE'S MISSION IS TO SERVE THE COMMUNITY BY PROVIDING ACCESS TO OUTSTANDING PATIENT CARE AND TO SHAPE TOMORROW'S HEALTH CARE SYSTEM THROUGH CLINICAL AND TECHNOLOGICAL INNOVATION, RESEARCH AND EDUCATION.

Activities or mission (Part I)

UPMC CARLISLE IS A COMMUNITY HOSPITAL THAT PROVIDES COMPASSIONATE AND SAFE MEDICAL SERVICES OF THE HIGHEST QUALITY.

  • BASED IN CARLISLE, PA, UPMC CARLISLE OFFERS A WIDE RANGE OF SERVICES INCLUDING, BUT NOT LIMITED TO, CLINICAL AND TECHNOLOGICAL INNOVATION, RESEARCH AND EDUCATION. UPMC CARLISLE IS A 165-BED FACILITY IN THE HEART OF CUMBERLAND COUNTY THAT PROVIDES CANCER CARE, EMERGENCY CARE, LABORATORY AND IMAGING SERVICES, A LEVEL II NICU, ORTHOPEDICS, REHABILITATION, SURGERY, AND A WOMEN'S CENTER. UPMC CARLISLE IS PROUD TO HAVE SERVED THE COMMUNITY SINCE 1913. UPMC WILL LEAD THE TRANSFORMATION OF HEALTH CARE. THE UPMC MODEL WILL BE NATIONALLY RECOGNIZED FOR REDEFINING HEALTH CARE BY: -PUTTING OUR PATIENTS, HEALTH PLAN MEMBERS, EMPLOYEES, AND COMMUNITY AT THE CENTER OF EVERYTHING WE DO AND CREATING A MODEL THAT ENSURES THAT EVERY PATIENT GETS THE RIGHT CARE, IN THE RIGHT WAY, AT THE RIGHT TIME, EVERY TIME. -HARNESSING OUR INTEGRATED CAPABILITIES TO DELIVER BOTH SUPERB STATE-OF-THE-ART CARE TO OUR PATIENTS AND HIGH VALUE TO OUR STAKEHOLDERS. -EMPLOYING OUR PARTNERSHIP WITH THE UNIVERSITY OF PITTSBURGH TO ADVANCE THE UNDERSTANDING OF DISEASE, ITS PREVENTION, TREATMENT, AND CURE. -SERVING THE UNDERSERVED AND DISADVANTAGED AND ADVANCING EXCELLENCE AND INNOVATION THROUGHOUT HEALTH CARE. -FUELING THE DEVELOPMENT OF NEW BUSINESSES GLOBALLY THAT ARE CONSISTENT WITH OUR MISSION AS AN ONGOING CATALYST AND DRIVER OF ECONOMIC DEVELOPMENT FOR THE BENEFIT OF THE RESIDENTS OF THE REGION. UPMC CARLISLE SERVES CUMBERLAND AND PERRY COUNTIES. IN KEEPING WITH OUR MISSION OF CARING FOR ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, UPMC CARLISLE HOSPITAL IS A FORCE FOR STABILITY, STRENGTH, AND RELIABILITY FOR THOSE SERVED. IN ADDITION TO FINANCIAL SUPPORT, ONE OF OUR FUNDAMENTAL VALUES AT UPMC CARLISLE IS OUR COMMITMENT TO OUR LOCAL COMMUNITY. UPMC CARLISLE MAINTAINS THIS COMMITMENT BOTH COLLECTIVELY AS AN ORGANIZATION AND INDIVIDUALLY IN OUR PERSONAL CONTRIBUTIONS. OUR ASSOCIATES, PHYSICIANS AND HOSPITAL VOLUNTEERS CONTINUOUSLY SEEK WAYS TO PROVIDE THE HIGHEST QUALITY CARE AVAILABLE TO OUR PATIENTS AND TO TAKE IMPORTANT HEALTH EDUCATION AND AWARENESS INFORMATION OUT INTO OUR COMMUNITY. UPMC CARLISLE IS COMMITTED TO OFFERING HIGH-QUALITY HEALTH CARE, STATE-OF-THE-ART EQUIPMENT, EXPANSIVE SERVICES, AND UNIQUE PROGRAMS. EVERY THREE YEARS, UPMC HOSPITALS CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT TO LEARN HOW TO ADDRESS IMPORTANT COMMUNITY HEALTH NEEDS. COMMUNITY HEALTH IMPROVEMENT SERVICES TAKING HEALTH CARE BEYOND THE DOORS OF ITS HOSPITALS, CLINICS, AND OFFICES, AND BRINGING IT INTO THE REGION'S TOWNS, SCHOOLS, AND WORKPLACES, UPMC CARLISLE IS HELPING TO CREATE HEALTHIER COMMUNITIES ACROSS CENTRAL PENNSYLVANIA. THROUGH ITS CHARITABLE GIVING AND COMMUNITY INITIATIVES, UPMC CARLISLE IS MAKING A DIFFERENCE IN THE HEALTH AND WELL-BEING OF ITS NEIGHBORS. FROM PUBLIC HEALTH AND WELLNESS INITIATIVES TO SCHOOL HEALTH SCREENINGS, INSURANCE ENROLLMENT HELP, HOME-VISIT PROGRAMS, CHARITY CARE, AND FREE HEALTH CLASSES, UPMC CARLISLE PROVIDES BENEFITS TO THE COMMUNITY. UPMC CARLISLE OFFERS A VARIETY OF FREE COMMUNITY PROGRAMS THAT ARE MAKING A DIFFERENCE IN THE LIVES OF CENTRAL PENNSYLVANIANS EVERY DAY, INCLUDING: -HEALTH EDUCATION SEMINARS ARE HELD AT VARIOUS LOCATIONS WITHIN THE COMMUNITY TO EDUCATE PEOPLE ON VARIOUS CONDITIONS. -WELLNESS AND SCREENING PROGRAMS ARE PROVIDED INCLUDING: - CHOLESTEROL SCREENINGS - PROSTATE SCREENINGS - INFANT DEVELOPMENT SCREENINGS - SPEECH AND HEARING SCREENINGS - DEPRESSION AND ANXIETY SCREENINGS - BONE DENSITY SCREENINGS - NUTRITION THERAPY EDUCATION PROGRAMS - LEAD POISONING SCREENINGS

    Expenses $141,668,689 · Grants $173,631 · Revenue $172,111,738

As filed on the 2022 return.

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
    $0
    From related orgs
    $1,474,461
    Other
    $62,394
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,892 related
    Bonus
    $0 + $540,000 related
    Other
    $0 + $352,569 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $37,994 related
    Filer's total
    $0 + $1,536,855 related

  • 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
    1 + 40 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
    $0
    From related orgs
    $194,961
    Other
    $27,111
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,783 related
    Bonus
    $0 + $28,875 related
    Other
    $0 + $303 related
    Deferred
    $0 + $12,219 related
    Nontaxable benefits
    $0 + $14,892 related
    Filer's total
    $0 + $222,072 related

  • Christine Miller Esq

    Secretary/Assoc. Counsel

    Total calculated
    $470,735
    From this org
    $0
    From related orgs
    $408,203
    Other
    $62,532
    Hours/week
    1 + 40 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
    1 + 40 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
    1 + 40 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
    $0
    From related orgs
    $874,462
    Other
    $124,650
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $442,253 related
    Bonus
    $0 + $375,000 related
    Other
    $0 + $57,209 related
    Deferred
    $0 + $86,885 related
    Nontaxable benefits
    $0 + $37,765 related
    Filer's total
    $0 + $999,112 related

  • Jarrod Johnson

    President, UPMC Carlisle

    Total calculated
    $444,112
    From this org
    $380,134
    From related orgs
    $0
    Other
    $63,978
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $272,995
    Bonus
    $105,000
    Other
    $2,139
    Deferred
    $45,600
    Nontaxable benefits
    $18,378
    Filer's total
    $444,112

  • Jennifer Porcopio

    Professional Staff Nurse, BSN

    Total calculated
    $219,123
    From this org
    $192,979
    From related orgs
    $0
    Other
    $26,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,771
    Bonus
    $18,043
    Other
    $165
    Deferred
    $12,614
    Nontaxable benefits
    $13,530
    Filer's total
    $219,123

  • Joye Gingrich

    CNO, VP Patient Care services

    Total calculated
    $214,045
    From this org
    $168,056
    From related orgs
    $0
    Other
    $45,989
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,412
    Bonus
    $29,000
    Other
    $644
    Deferred
    $16,554
    Nontaxable benefits
    $29,435
    Filer's total
    $214,045

  • Sommar Damiter

    Supervisor Chief Pharmacist

    Total calculated
    $187,715
    From this org
    $173,621
    From related orgs
    $0
    Other
    $14,094
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,425
    Bonus
    $0
    Other
    $196
    Deferred
    $12,443
    Nontaxable benefits
    $1,651
    Filer's total
    $187,715

  • Tracey Rush

    Unit Director

    Total calculated
    $201,196
    From this org
    $163,332
    From related orgs
    $0
    Other
    $37,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,317
    Bonus
    $4,953
    Other
    $1,062
    Deferred
    $12,550
    Nontaxable benefits
    $25,314
    Filer's total
    $201,196

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

  • 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 3 Arrangement used to establish the top management official's compensation
UPMC CARLISLE RELIES ON UPMC PINNACLE, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF the ORGANIZATION'S CEO. METHODS USED TO ESTABLISH COMPENSATION BY THE RELATED ORGANIZATION INCLUDE: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD
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 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 HER OR HIS ENTIRE CAREER, HAS NOT AND WILL NOT BE DISTRIBUTED UNTIL THE OFFICER OR KEY EMPLOYEE RETIRES OR SEPARATES FROM SERVICE FROM UPMC AND SATISFIES 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 criteria 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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • CHAUTAUQUA INTEGRATED DELIVERY SYSTEM I

    N/A · INTEGRATED DELIVE · NY

    Directly controlled by NA

  • MEDCARE SUSQUEHANNA VALLEY LLC

    N/A · DME · PA

    Directly controlled by NA

  • UPMC LEADER SURGERY CENTER LLC

    N/A · SURGERY CENT · PA

    Directly controlled by NA

  • BAYFRONT BUILDING PROFESSIONAL LLC

    N/A · REAL ESTATE · PA

    Directly controlled by NA

  • CHARTWELL PA LP

    N/A · HOMEHEALTH · PA

    Directly controlled by NA

  • EPN-HAMOT URGENT CARE LLC

    N/A · URGENT CARE · PA

    Directly controlled by NA

  • HAMOT SURGERY CENTER LLC

    N/A · AMBULATORY SU · PA

    Directly controlled by NA

  • HAMOT-KCH REAL ESTATE VENTURE

    N/A · MEDICAL OFFIC · PA

    Directly controlled by NA

  • LIFE CARE HOME SRV OF NW PA

    N/A · HOME HEALTH S · PA

    Directly controlled by NA

  • OMICELO RE I LP

    N/A · REAL ESTATE D · PA

    Directly controlled by NA

  • SENECA HILLS ASSISTED LIVING

    N/A · ASSISTED LIVI · PA

    Directly controlled by NA

  • SHADYSIDE MEDICAL CENTER ASSOCIATION

    N/A · MED OFFICE BL · PA

    Directly controlled by NA

  • ST MARGARET MEDICAL ARTS ASSOCIATES

    N/A · MED OFFICE BL · PA

    Directly controlled by NA

  • West Shore Surgery Center Ltd

    N/A · Surgical Care - Medical Services · PA

    Directly controlled by NA

  • Susquehanna Valley Surgical Center

    N/A · Surgical Care - Medical Services · PA

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HC PHARMACY CENTRAL INC

    C Corporation · PHARMACY co-o · PA

    Directly controlled by NA

  • CHILDREN'S COMMUNITY CARE

    C Corporation · PHYSICIAN SRV · PA

    Directly controlled by NA

  • UPMC PHYSICIAN SERVICES HOLDING COMPANY

    C Corporation · HOLDING CO · PA

    Directly controlled by NA

  • HEMATOLOGY ONCOLOGY ASSOCIATION INC

    C Corporation · PHYSICIAN SRV · PA

    Directly controlled by NA

  • ONCOLOGY HEMATOLOGY ASSOCATION INC

    C Corporation · PHYSICIAN SRV · PA

    Directly controlled by NA

  • TRI-STATE NEUROSURGICAL ASSOCIATES

    C Corporation · PHYSICIAN SRV · PA

    Directly controlled by NA

  • RENAISSANCE FAMILY PRACTICE UPMC INC

    C Corporation · PHYSICIAN SRV · PA

    Directly controlled by NA

  • UPMC HOLDING COMPANY INC

    C Corporation · HOLDING CO · PA

    Directly controlled by NA

  • UPMC COVERAGE PRODUCTS INC

    C Corporation · HOLDING CO · PA

    Directly controlled by NA

  • FREEDOM INSURANCE COMPANY

    C Corporation · INSURANCE · VT

    Directly controlled by NA

  • TRI-CENTURY INSURANCE CO

    C Corporation · INSURANCE · PA

    Directly controlled by NA

  • UPMC DNA INC

    C Corporation · INSURANCE · PA

    Directly controlled by NA

  • UPMC HEALTH BENEFITS INC

    C Corporation · HEALTH INSUR · PA

    Directly controlled by NA

  • UPMC HEALTH NETWORK INC

    C Corporation · HEALTH INSUR · PA

    Directly controlled by NA

  • UPMC HEALTH PLAN INC

    C Corporation · HEALTH INSUR · PA

    Directly controlled by NA

  • UPMC BENEFIT MANAGEMENT SERVICES INC

    C Corporation · WORKERS COMP · PA

    Directly controlled by NA

  • UPMC DIVERSIFIED SERVICES INC

    C Corporation · HOLDING CO · PA

    Directly controlled by NA

  • MONROEVILLE SPECIALTY CLINIC

    C Corporation · AMB SURG · PA

    Directly controlled by NA

  • MEDICAL ARCHIVAL SYSTEMS INC

    C Corporation · SOFTWARE DEVE · DE

    Directly controlled by NA

  • RX PARTNERS INC

    C Corporation · PHARMACY · PA

    Directly controlled by NA

  • BIOTRONICS INC

    C Corporation · EQUIP MAINTEN · PA

    Directly controlled by NA

  • ASKESIS DEVELOPMENT GROUP INC

    C Corporation · SOFTWARE DEVE · DE

    Directly controlled by NA

  • MEDICAL CENTER PROPERTIES INC

    C Corporation · REAL ESTATE · PA

    Directly controlled by NA

  • BAYSIDE DEVELOPMENT CORP

    C Corporation · REAL ESTATE · PA

    Directly controlled by NA

  • UPMC WORK ALLIANCE INC

    C Corporation · INSURANCE · PA

    Directly controlled by NA

  • UPMC HEALTH COVERAGE INC

    C Corporation · INSURANCE · PA

    Directly controlled by NA

  • UPMC HEALTH OPTIONS INC

    C Corporation · INSURANCE · PA

    Directly controlled by NA

  • AMERICAN HOME HEALTH SERVICES

    C Corporation · HOME HEALTH C · OH

    Directly controlled by NA

  • ALTOONA FAMILY INC

    C Corporation · MGMT SVCS · PA

    Directly controlled by NA

  • LEXINGTON HOLDINGS INC

    C Corporation · HOLDING CO · PA

    Directly controlled by NA

  • LEXINGTON ONE INC

    C Corporation · RENTAL · PA

    Directly controlled by NA

  • UPMC ALTOONA REGIONAL HEALTH SERVICES

    C Corporation · PHYSICIAN SRV · PA

    Directly controlled by NA

  • RXANTE INC

    C Corporation · MEDICATION MG · DE

    Directly controlled by NA

  • SUSQUEHANNA VENTURES INC

    C Corporation · PHARMACY · PA

    Directly controlled by NA

  • WCA SERVICE CORPORATION INC

    C Corporation · SUPPORT · NY

    Directly controlled by NA

  • PINNACLE HEALTH CARDIOVASCULAR INSTITUT

    C Corporation · PHYSICIAN SRV · PA

    Directly controlled by NA

  • HANOVER HEALTH CORPORATION

    C Corporation · HOLDING CO · PA

    Directly controlled by NA

  • HANOVER APOTHECARY INC

    C Corporation · PHARMACY · PA

    Directly controlled by NA

  • UNITED CENTRAL PA RECIPROCAL RISK RETEN

    C Corporation · INSURANCE · VT

    Directly controlled by NA

  • PINNACLE HEALTH VENTURES INC

    C Corporation · HOLDING CO · PA

    Directly controlled by NA

  • PINNACLE HEALTH IMAGING INC

    C Corporation · IMAGING SVC · PA

    Directly controlled by NA

  • COLE CARE INC

    C Corporation · DME · PA

    Directly controlled by NA

  • UPMC ITALY HEALTH SERVICES SRL

    C Corporation · HEALTH SVC · IT

    Directly controlled by NA

  • UPMC PROPERTY LTD

    C Corporation · PROPERTY · EI

    Directly controlled by NA

  • EURO CARE INFRASTRUCTURE LTD

    C Corporation · PROPERTY MGMT · EI

    Directly controlled by NA

  • EURO CARE PROPERTY MANAGEMENT LTD

    C Corporation · PROPERTY MGMT · EI

    Directly controlled by NA

  • UPMC WHITFIELD HOSPITAL LTD

    C Corporation · HOSPITAL · EI

    Directly controlled by NA

  • UPMC GLOBAL OPERATIONS CENTER LTD

    C Corporation · CANCER TREATM · EI

    Directly controlled by NA

  • PANTHER REINSURANCE COMPANY LTD

    C Corporation · INSURANCE · CJ

    Directly controlled by NA

  • FORBES REINSURANCE COMPANY LTD

    C Corporation · INSURANCE · CJ

    Directly controlled by NA

  • CATHEDRAL (RE) INSURANCE CO

    C Corporation · INSURANCE · CJ

    Directly controlled by NA

  • UPMC IRELAND LIMITED

    C Corporation · HEALTHCARE SU · EI

    Directly controlled by NA

  • BLUESPHERE BIO

    C Corporation · IMMUNOTHERAPY · DE

    Directly controlled by NA

  • INFECTIOUS DISEASE CONNECT INC

    C Corporation · TELEMEDICINE · DE

    Directly controlled by NA

  • NOVASENTA INC

    C Corporation · IMMUNOTHERAPY · DE

    Directly controlled by NA

  • UPMC HILLMAN CANCER CENTER PINNACLE

    C Corporation · CANCER TREATM · PA

    Directly controlled by NA

  • SHANGHAI UPMC CO LTD

    C Corporation · HEALTHCARE MG · CH

    Directly controlled by NA

  • SALVATOR MUNDI INTERNATIONAL HOSPITAL

    C Corporation · HOSPITAL · IT

    Directly controlled by NA

  • SOMERSET MANAGEMENT SERVICES INC

    C Corporation · MOB OWNERSHIP · PA

    Directly controlled by NA

  • GENERIAN PHARMACEUTICALS INC

    C Corporation · PHARMACY · DE

    Directly controlled by NA

  • WORK PARTNERS NATIONAL INC

    C Corporation · INSURANCE · PA

    Directly controlled by NA

  • ASTRATA INC

    C Corporation · SOFTWARE · DE

    Directly controlled by NA

  • VEGAVECT

    C Corporation · GENE THERAPY · DE

    Directly controlled by NA

  • NOVIMAB

    C Corporation · CLINICAL RESEARCH · DE

    Directly controlled by NA

  • REALYZE INTELLEGENCE INC

    C Corporation · SOFTWARE · DE

    Directly controlled by NA

  • HAYSTACK CONSOLIDATED SERVICES INC

    C Corporation · INACTIVE · PA

    Directly controlled by NA

  • WESTERN MARYLAND INSURANCE COMPANY LTD

    C Corporation · INSURANCE · CJ

    Directly controlled by NA

  • WILLOWBROOK HEALTHCARE CONDO

    C Corporation · REAL ESTATE · DE

    Directly controlled by NA

  • RXANTE PHARMACY SERVICES INC

    C Corporation · PHARMACY · DE

    Directly controlled by NA

  • CLANE HOSPITAL DEVELOPMENT ASSOCIATES L

    C Corporation · MANAGEMENT · EI

    Directly controlled by NA

  • UPMC KILDARE HOSPITAL LTD

    C Corporation · HOSPITAL · EI

    Directly controlled by NA

  • UPMC AUT EVEN HOSPITAL LTD

    C Corporation · HOSPITAL · EI

    Directly controlled by NA

  • UPMC EXCESS PL TRUST

    C Corporation · TRUST · PA

    Directly controlled by NA

  • AVISTA THERAPEUTICS INC

    C Corporation · GENE THERAPY · PA

    Directly controlled by NA

  • UPMC CANCER CENTER ZABOK LTD

    C Corporation · CANCER CENTER · HR

    Directly controlled by NA

  • SWIFT SPROAI HOLDINGS LTD

    C Corporation · HOLDING COMPANY · EI

    Directly controlled by NA

  • SPORTS SURGERY CLINIC LTD

    C Corporation · ORTHOPEDIC SERV. · EI

    Directly controlled by NA

  • MACRADI LTD

    C Corporation · INACTIVE · EI

    Directly controlled by NA

  • MACRADI DEVELOPMENT LTD

    C Corporation · INACTIVE · EI

    Directly controlled by NA

  • UPMC HOSPITALS LTD

    C Corporation · HOLDING CO · EI

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202421359349310177

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