Form 990 for tax year 2022
Filed by UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FDN.
Totals
- Total revenue
- $13,768,619
- Total expenses
- $13,768,619
- Contributions and grants received
- $13,768,619
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $13,768,619
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1d · Related organizations
$13,768,619
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $8,021,694 · fundraising $8,021,694
-
8 · Pension plan contributions
total $711,734 · fundraising $711,734
-
9 · Other employee benefits
total $1,309,236 · fundraising $1,309,236
-
10 · Payroll taxes
total $531,523 · fundraising $531,523
-
11c · Fees: accounting
total $23,369 · fundraising $23,369
-
11e · Fees: professional fundraising services
total $409,069 · fundraising $409,069
-
11g · Fees: other
total $928,053 · fundraising $928,053
-
13 · Office expenses
total $246,220 · fundraising $246,220
-
14 · Information technology
total $179,348 · fundraising $179,348
-
16 · Occupancy
total $503,331 · fundraising $503,331
-
17 · Travel
total $684,961 · fundraising $684,961
-
19 · Conferences, conventions and meetings
total $173,882 · fundraising $173,882
-
23 · Insurance
total $23,419 · fundraising $23,419
-
24a · Other expenses: DUES AND MEMBERSHIPS
total $22,780 · fundraising $22,780
Balance sheet
Part X, book values.
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
THE MISSION OF THE MEDICAL & HEALTH SCIENCES FOUNDATION IS TO INTEGRATE PRIVATE FUNDRAISING FOR THE ENTIRE ACADEMIC MEDICAL CENTER WHICH COMPRISES THE SIX HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF PITTSBURGH, UPMC, UPMC HILLMAN CANCER CENTER, AND WPIC. THE FOUNDATION WILL IDENTIFY, CULTIVATE, SOLICIT, AND STEWARD GIFTS FROM INDIVIDUALS AND ORGANIZATIONS/CORPORATIONS/FOUNDATIONS INTERESTED IN SUPPORTING CLINICAL CARE, BIOMEDICAL RESEARCH, AND EDUCATION.
Activities or mission (Part I)
TO INTEGRATE FUNDRAISING FOR THE UNIVERSITY OF PITTSBURGH AND THE UNIVERSITY OF PGH MEDICAL CENTER.
-
THE ORGANIZATION WAS ESTABLISHED TO PROVIDE INTEGRATED FUNDRAISING PROGRAMS TO SERVE THE UNIVERSITY OF PITTSBURGH AND UNIVERSITY OF PITTSBURGH MEDICAL CENTER, AND THEREFORE HAS NO PROGRAM SERVICE ACTIVITY.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jeffrey A RomoffJEFFREY A ROMOFF
FORMER CO-CEO (THRU 7/31/21)
- Total calculated
- $17,886,701
- From this org
- $0
- From related orgs
- $17,867,039
- Other
- $19,662
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $8,621,532 related
- Other
- $0 + $9,245,507 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $19,662 related
- Filer's total
- $0 + $17,886,701 related
-
Leslie C DavisLESLIE C DAVIS
CO-CHIEF EXECUTIVE OFFICER
- Total calculated
- $11,314,762
- From this org
- $0
- From related orgs
- $10,739,639
- Other
- $575,123
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,695,461 related
- Bonus
- $0 + $8,330,000 related
- Other
- $0 + $714,178 related
- Deferred
- $0 + $550,314 related
- Nontaxable benefits
- $0 + $24,809 related
- Filer's total
- $0 + $11,314,762 related
-
Arthur S LevineARTHUR S LEVINE
FORMER DIRECTOR (THRU 6/1/20)
- Total calculated
- $1,552,817
- From this org
- $0
- From related orgs
- $1,499,390
- Other
- $53,427
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,462,803 related
- Bonus
- $0
- Other
- $0 + $36,587 related
- Deferred
- $0 + $34,800 related
- Nontaxable benefits
- $0 + $18,627 related
- Filer's total
- $0 + $1,552,817 related
-
Anantha ShekharANANTHA SHEKHAR
DIRECTOR
- Total calculated
- $1,536,666
- From this org
- $0
- From related orgs
- $1,378,891
- Other
- $157,775
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $995,834 related
- Bonus
- $0 + $350,000 related
- Other
- $0 + $33,057 related
- Deferred
- $0 + $123,200 related
- Nontaxable benefits
- $0 + $34,575 related
- Filer's total
- $0 + $1,536,666 related
-
Patrick D GallagherPATRICK D GALLAGHER
CO-CHIEF EXECUTIVE OFFICER
- Total calculated
- $819,354
- From this org
- $0
- From related orgs
- $679,385
- Other
- $139,969
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $664,355 related
- Bonus
- $0
- Other
- $0 + $15,030 related
- Deferred
- $0 + $34,800 related
- Nontaxable benefits
- $0 + $105,169 related
- Filer's total
- $0 + $819,354 related
-
Kristin DavittKRISTIN DAVITT
PRESIDENT & CDO
- Total calculated
- $806,374
- From this org
- $0
- From related orgs
- $746,575
- Other
- $59,799
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $626,362 related
- Bonus
- $0 + $120,000 related
- Other
- $0 + $213 related
- Deferred
- $0 + $42,050 related
- Nontaxable benefits
- $0 + $17,749 related
- Filer's total
- $0 + $806,374 related
-
Narahari SastryNARAHARI SASTRY
TREASURER
- Total calculated
- $460,864
- From this org
- $0
- From related orgs
- $403,888
- Other
- $56,976
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $394,191 related
- Bonus
- $0
- Other
- $0 + $9,697 related
- Deferred
- $0 + $34,800 related
- Nontaxable benefits
- $0 + $22,176 related
- Filer's total
- $0 + $460,864 related
-
Michele P JegasothyMICHELE P JEGASOTHY
SECRETARY
- Total calculated
- $445,867
- From this org
- $0
- From related orgs
- $376,711
- Other
- $69,156
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $204,006 related
- Bonus
- $0 + $166,000 related
- Other
- $0 + $6,705 related
- Deferred
- $0 + $43,075 related
- Nontaxable benefits
- $0 + $26,081 related
- Filer's total
- $0 + $445,867 related
-
Michael S LafrankieMICHAEL S LAFRANKIE
SENIOR EXECUTIVE DIRECTOR
- Total calculated
- $287,274
- From this org
- $240,867
- From related orgs
- $0
- Other
- $46,407
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $230,552
- Bonus
- $5,000
- Other
- $5,315
- Deferred
- $24,994
- Nontaxable benefits
- $21,413
- Filer's total
- $287,274
-
A Lawney SnyderA LAWNEY SNYDER
DIRECTOR OF DEVELOPMEMT
- Total calculated
- $285,503
- From this org
- $229,940
- From related orgs
- $0
- Other
- $55,563
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $229,940
- Bonus
- $0
- Other
- $0
- Deferred
- $34,439
- Nontaxable benefits
- $21,124
- Filer's total
- $285,503
-
Alicia M KingALICIA M KING
DIRECTOR OF DEVELOPMEMT
- Total calculated
- $279,081
- From this org
- $248,762
- From related orgs
- $0
- Other
- $30,319
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $248,762
- Bonus
- $0
- Other
- $0
- Deferred
- $9,937
- Nontaxable benefits
- $20,382
- Filer's total
- $279,081
-
Carolyn HoytCAROLYN HOYT
DIRECTOR OF DEVELOPMEMT
- Total calculated
- $275,782
- From this org
- $226,261
- From related orgs
- $0
- Other
- $49,521
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,035
- Bonus
- $5,000
- Other
- $5,226
- Deferred
- $27,041
- Nontaxable benefits
- $22,480
- Filer's total
- $275,782
-
James J StrangJAMES J STRANG
SENIOR EXECUTIVE DIRECTOR
- Total calculated
- $238,877
- From this org
- $210,417
- From related orgs
- $0
- Other
- $28,460
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $209,417
- Bonus
- $1,000
- Other
- $0
- Deferred
- $21,746
- Nontaxable benefits
- $6,714
- Filer's total
- $238,877
-
G Nicholas BeckwithiiiG NICHOLAS BECKWITHIII
CHAIRPERSON (THRU 12/31/22)
- Total calculated
- $0
- Hours/week
- 5
-
John P SurmaJOHN P SURMA
CHAIRPERSON (AS OF 1/1/23)
- Total calculated
- $0
- Hours/week
- 5
-
Douglas M BrowningDOUGLAS M BROWNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Mark J LaskowMARK J LASKOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Sam S ZachariasSAM S ZACHARIAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
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
- 2 · Substantiation required before reimbursing expenses
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)
- SCHEDULE J, PART I, LINE 3:
- DUE TO MHSF'S UNIQUE ORGANIZATIONAL STRUCTURE,THE CO-CEO'S DETERMINE THE SALARY OF THE PRESIDENT AND CHIEF DEVELOPMENT OFFICER BASED ON INDUSTRY STANDARDS. THE CO-CEO'S REPRESENT THE TWO MEMBER ORGANIZATIONS WHICH ARE RESPONSIBLE FOR FUNDING 100% OF MHSF'S OPERATIONS.
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.
-
501 (C) (3) · EDUCATIONAL SERVICES · PA
-
501 (C) (3) · HEALTH CARE · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202411359349308156
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