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Nonprofiteer
← TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

Form 990 for tax year 2023

Filed by TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA.

Totals

Total revenue
$10,747,066,000
Total expenses
$9,999,922,000
Contributions and grants received
$1,881,283,000
Grants paid
$643,902,139
Program services expenses (Part IX)
$8,950,867,280
Management and general expenses
$923,400,938
Fundraising expenses
$125,653,782
Program service expenses (Part III)
$8,950,867,280

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMMON PETER

    CHIEF INVESTMENT OFFICER

    Total calculated
    $7,769,709
    From this org
    $5,348,153
    From related orgs
    $0
    Other
    $2,421,556
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,173,717
    Bonus
    $4,173,986
    Other
    $450
    Deferred
    $2,407,159
    Nontaxable benefits
    $14,397
    Filer's total
    $7,769,709

  • JAMESON J LARRY DR

    PRES & TRUSTEE - AS OF 12/23

    Total calculated
    $6,436,020
    From this org
    $5,137,869
    From related orgs
    $0
    Other
    $1,298,151
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $2,525,862
    Bonus
    $1,367,900
    Other
    $1,244,106
    Deferred
    $1,272,450
    Nontaxable benefits
    $25,701
    Filer's total
    $6,436,020

  • YOSHOR DANIEL MD

    NEUROSURGERY

    Total calculated
    $2,833,007
    From this org
    $2,749,755
    From related orgs
    $0
    Other
    $83,252
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,643,052
    Bonus
    $769,352
    Other
    $337,351
    Deferred
    $44,764
    Nontaxable benefits
    $38,488
    Filer's total
    $2,833,007

  • MAHONEY KEVIN

    CEO, UPHS

    Total calculated
    $2,797,907
    From this org
    $2,777,146
    From related orgs
    $0
    Other
    $20,761
    Hours/week
    42 + 13 related

    Schedule J breakdown matched by us

    Base
    $1,801,543
    Bonus
    $938,400
    Other
    $37,203
    Deferred
    $0
    Nontaxable benefits
    $20,761
    Filer's total
    $2,797,907

  • STORM PHILLIP B MD

    CHOP - NEUROSURGERY

    Total calculated
    $2,489,257
    From this org
    $2,429,574
    From related orgs
    $0
    Other
    $59,683
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,790,334
    Bonus
    $0
    Other
    $639,240
    Deferred
    $33,000
    Nontaxable benefits
    $26,683
    Filer's total
    $2,489,257

  • TAYLOR JESSE MD

    CHOP - PLASTIC SURGERY

    Total calculated
    $2,417,235
    From this org
    $2,357,507
    From related orgs
    $0
    Other
    $59,728
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,492,720
    Bonus
    $0
    Other
    $864,787
    Deferred
    $33,000
    Nontaxable benefits
    $26,728
    Filer's total
    $2,417,235

  • ADZICK N SCOTT MD

    CHOP - SURGERY

    Total calculated
    $2,406,227
    From this org
    $2,352,177
    From related orgs
    $0
    Other
    $54,050
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,284,486
    Bonus
    $0
    Other
    $1,067,690
    Deferred
    $33,000
    Nontaxable benefits
    $21,050
    Filer's total
    $2,406,227

  • MARCOTTE PAUL MD

    NEUROSURGERY

    Total calculated
    $2,399,504
    From this org
    $2,357,514
    From related orgs
    $0
    Other
    $41,990
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,405,673
    Bonus
    $0
    Other
    $951,841
    Deferred
    $33,000
    Nontaxable benefits
    $8,990
    Filer's total
    $2,399,504

  • MAGILL M ELIZABETH

    PRES & TRUSTEE - THRU 12/23

    Total calculated
    $2,346,445
    From this org
    $2,234,131
    From related orgs
    $0
    Other
    $112,314
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,480,657
    Bonus
    $725,000
    Other
    $28,474
    Deferred
    $33,000
    Nontaxable benefits
    $79,314
    Filer's total
    $2,346,445

  • DRISCOLL DEBORAH A MD

    SVP CPUP, VICE DEAN PSOM

    Total calculated
    $2,158,287
    From this org
    $2,124,039
    From related orgs
    $0
    Other
    $34,248
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $751,288
    Bonus
    $1,132,980
    Other
    $239,771
    Deferred
    $33,000
    Nontaxable benefits
    $1,248
    Filer's total
    $2,158,287

  • KASPER KEITH

    CFO, UPHS

    Total calculated
    $2,047,033
    From this org
    $1,810,167
    From related orgs
    $0
    Other
    $236,866
    Hours/week
    41 + 14 related

    Schedule J breakdown matched by us

    Base
    $1,066,738
    Bonus
    $507,150
    Other
    $236,279
    Deferred
    $218,400
    Nontaxable benefits
    $18,466
    Filer's total
    $2,047,033

  • CUNNINGHAM REGINA

    CEO HUP

    Total calculated
    $1,822,275
    From this org
    $1,804,032
    From related orgs
    $0
    Other
    $18,243
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $811,740
    Bonus
    $372,307
    Other
    $619,985
    Deferred
    $0
    Nontaxable benefits
    $18,243
    Filer's total
    $1,822,275

  • PRITCHETT WENDELL

    FORMER PROVOST

    Total calculated
    $1,704,324
    From this org
    $1,641,973
    From related orgs
    $0
    Other
    $62,351
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $426,969
    Bonus
    $1,015,224
    Other
    $199,780
    Deferred
    $33,000
    Nontaxable benefits
    $29,351
    Filer's total
    $1,704,324

  • CARNAROLI CRAIG

    EXECUTIVE VP

    Total calculated
    $1,614,402
    From this org
    $1,215,237
    From related orgs
    $0
    Other
    $399,165
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $708,484
    Bonus
    $0
    Other
    $506,753
    Deferred
    $369,775
    Nontaxable benefits
    $29,390
    Filer's total
    $1,614,402

  • VOLPE MICHELLE

    COO UPHS

    Total calculated
    $1,411,758
    From this org
    $1,396,534
    From related orgs
    $0
    Other
    $15,224
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $862,368
    Bonus
    $376,308
    Other
    $157,858
    Deferred
    $0
    Nontaxable benefits
    $15,224
    Filer's total
    $1,411,758

  • EPSTEIN JON MD

    VICE DEAN, PSOM

    Total calculated
    $1,364,209
    From this org
    $1,309,872
    From related orgs
    $0
    Other
    $54,337
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $769,058
    Bonus
    $407,638
    Other
    $133,176
    Deferred
    $33,000
    Nontaxable benefits
    $21,336
    Filer's total
    $1,364,208

  • HUSSON JAMES

    VP DEVELOPMNT & ALUMI RELATION

    Total calculated
    $1,281,141
    From this org
    $1,145,769
    From related orgs
    $0
    Other
    $135,372
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $985,964
    Bonus
    $158,241
    Other
    $1,564
    Deferred
    $99,558
    Nontaxable benefits
    $35,813
    Filer's total
    $1,281,140

  • WHITE WENDY

    SVP & GENERAL COUNSEL

    Total calculated
    $1,155,007
    From this org
    $1,096,256
    From related orgs
    $0
    Other
    $58,751
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $865,060
    Bonus
    $170,730
    Other
    $60,466
    Deferred
    $33,000
    Nontaxable benefits
    $25,751
    Filer's total
    $1,155,007

  • JACKSON JOHN PHD

    PROVOST

    Total calculated
    $1,018,809
    From this org
    $938,387
    From related orgs
    $0
    Other
    $80,422
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $756,796
    Bonus
    $110,976
    Other
    $70,615
    Deferred
    $73,325
    Nontaxable benefits
    $7,097
    Filer's total
    $1,018,809

  • MURPHY THOMAS

    SVP ISC & CIO

    Total calculated
    $951,496
    From this org
    $842,823
    From related orgs
    $0
    Other
    $108,673
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $603,152
    Bonus
    $155,000
    Other
    $84,671
    Deferred
    $60,950
    Nontaxable benefits
    $47,723
    Filer's total
    $951,496

  • NARVEKAR MEDHA

    VP & SECRETARY

    Total calculated
    $867,738
    From this org
    $785,530
    From related orgs
    $0
    Other
    $82,208
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $639,133
    Bonus
    $144,417
    Other
    $1,980
    Deferred
    $64,360
    Nontaxable benefits
    $17,848
    Filer's total
    $867,738

  • PAPAGEORGE ANNE

    SR VP FACILITIES & REAL ESTATE

    Total calculated
    $782,380
    From this org
    $707,284
    From related orgs
    $0
    Other
    $75,096
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $561,631
    Bonus
    $141,500
    Other
    $4,153
    Deferred
    $56,750
    Nontaxable benefits
    $18,346
    Filer's total
    $782,380

  • MASOTTI CHRISTOPHER

    VICE DEAN, ADMINISTRATION PSOM

    Total calculated
    $778,389
    From this org
    $686,367
    From related orgs
    $0
    Other
    $92,022
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $489,758
    Bonus
    $195,869
    Other
    $740
    Deferred
    $33,000
    Nontaxable benefits
    $59,022
    Filer's total
    $778,389

  • DINGFIELD MARK

    VP FINANCE & TREASURER

    Total calculated
    $731,520
    From this org
    $656,626
    From related orgs
    $0
    Other
    $74,894
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $535,933
    Bonus
    $120,000
    Other
    $693
    Deferred
    $54,325
    Nontaxable benefits
    $20,569
    Filer's total
    $731,520

  • HEUER JOHN J

    SVP HUMAN RESOUR-THRU 6/30/24

    Total calculated
    $722,808
    From this org
    $633,241
    From related orgs
    $0
    Other
    $89,567
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $501,824
    Bonus
    $128,500
    Other
    $2,917
    Deferred
    $51,575
    Nontaxable benefits
    $37,992
    Filer's total
    $722,808

  • MITCHELL JOANN

    SVP FOR INSTITUTIONAL AFFAIRS

    Total calculated
    $717,174
    From this org
    $665,861
    From related orgs
    $0
    Other
    $51,313
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $534,783
    Bonus
    $106,050
    Other
    $25,028
    Deferred
    $33,000
    Nontaxable benefits
    $18,313
    Filer's total
    $717,174

  • JOHNSTON ELIZABETH

    FORMER EXEC. DIRECTOR CPUP

    Total calculated
    $680,271
    From this org
    $658,654
    From related orgs
    $0
    Other
    $21,617
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $349,913
    Bonus
    $289,884
    Other
    $18,857
    Deferred
    $0
    Nontaxable benefits
    $21,617
    Filer's total
    $680,271

  • LEWIS TREVOR

    VP BUDGET & MGMT ANALYSIS

    Total calculated
    $679,461
    From this org
    $599,731
    From related orgs
    $0
    Other
    $79,730
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $460,275
    Bonus
    $105,000
    Other
    $34,455
    Deferred
    $47,000
    Nontaxable benefits
    $32,730
    Filer's total
    $679,461

  • SESTITO JOHN

    VP & EXECUTIVE DIRECTOR CPUP

    Total calculated
    $651,346
    From this org
    $576,461
    From related orgs
    $0
    Other
    $74,885
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $383,293
    Bonus
    $156,710
    Other
    $36,458
    Deferred
    $56,779
    Nontaxable benefits
    $18,106
    Filer's total
    $651,346

  • COOPER JEFFREY

    VP GOV'T & COMMUNITY RELATIONS

    Total calculated
    $645,866
    From this org
    $585,075
    From related orgs
    $0
    Other
    $60,791
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $481,024
    Bonus
    $81,719
    Other
    $22,332
    Deferred
    $33,000
    Nontaxable benefits
    $27,791
    Filer's total
    $645,866

  • WITT MARIE

    VP BUSINESS SERVS-THRU 5/31/24

    Total calculated
    $591,325
    From this org
    $527,502
    From related orgs
    $0
    Other
    $63,823
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $420,522
    Bonus
    $105,000
    Other
    $1,980
    Deferred
    $42,900
    Nontaxable benefits
    $20,923
    Filer's total
    $591,325

  • LOPEZ STACEY

    VP INSTITUTIONAL RESEARCH

    Total calculated
    $580,059
    From this org
    $521,438
    From related orgs
    $0
    Other
    $58,621
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $423,726
    Bonus
    $70,865
    Other
    $26,847
    Deferred
    $42,623
    Nontaxable benefits
    $15,998
    Filer's total
    $580,059

  • PELLICANO GREGORY

    VP AUDIT, COMPLIANCE & PRIV'Y

    Total calculated
    $563,853
    From this org
    $468,344
    From related orgs
    $0
    Other
    $95,509
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $368,651
    Bonus
    $83,000
    Other
    $16,693
    Deferred
    $37,800
    Nontaxable benefits
    $57,708
    Filer's total
    $563,852

  • CITRO MICHAEL

    VP AND CHIEF OF STAFF

    Total calculated
    $548,659
    From this org
    $486,773
    From related orgs
    $0
    Other
    $61,886
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $408,473
    Bonus
    $78,000
    Other
    $300
    Deferred
    $41,552
    Nontaxable benefits
    $20,335
    Filer's total
    $548,660

  • MACCARTHY STEPHEN J

    FORMER VP COMMUNICATIONS

    Total calculated
    $526,531
    From this org
    $469,092
    From related orgs
    $0
    Other
    $57,439
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $335,185
    Bonus
    $102,828
    Other
    $31,079
    Deferred
    $33,000
    Nontaxable benefits
    $24,439
    Filer's total
    $526,531

  • DILEO RUSSELL

    COMPTROLLER

    Total calculated
    $497,321
    From this org
    $409,859
    From related orgs
    $0
    Other
    $87,462
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $339,502
    Bonus
    $68,000
    Other
    $2,357
    Deferred
    $34,146
    Nontaxable benefits
    $53,316
    Filer's total
    $497,321

  • HOWARD CHARLES

    VP SOC EQ & COMM, UNIV. CHAPLN

    Total calculated
    $467,164
    From this org
    $362,540
    From related orgs
    $0
    Other
    $104,624
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $305,141
    Bonus
    $53,760
    Other
    $3,639
    Deferred
    $31,420
    Nontaxable benefits
    $73,204
    Filer's total
    $467,164

  • ANDERSON KATHLEEN

    VP FOR PUBLIC SAFETY

    Total calculated
    $400,684
    From this org
    $343,458
    From related orgs
    $0
    Other
    $57,226
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $278,651
    Bonus
    $64,500
    Other
    $307
    Deferred
    $28,650
    Nontaxable benefits
    $28,576
    Filer's total
    $400,684

  • ROST GREGORY

    FORMER SVP & CHIEF OF STAFF

    Total calculated
    $339,150
    From this org
    $284,992
    From related orgs
    $0
    Other
    $54,158
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $263,620
    Bonus
    $0
    Other
    $21,372
    Deferred
    $27,329
    Nontaxable benefits
    $26,830
    Filer's total
    $339,151

  • COWENHOVEN ANNA

    VP COMMUNICATNS-AS OF 08/01/23

    Total calculated
    $245,240
    From this org
    $218,435
    From related orgs
    $0
    Other
    $26,805
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $188,617
    Bonus
    $0
    Other
    $29,818
    Deferred
    $15,333
    Nontaxable benefits
    $11,472
    Filer's total
    $245,240

  • QUINN PETER

    FORMER SR VP, VICE DEAN, PS

    Total calculated
    $136,749
    From this org
    $104,479
    From related orgs
    $0
    Other
    $32,270
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $103,033
    Bonus
    $0
    Other
    $1,446
    Deferred
    $11,074
    Nontaxable benefits
    $21,196
    Filer's total
    $136,749

  • LAU JOAN MD

    TRUSTEE; ADJ. PROFESSOR

    Total calculated
    $31,873
    From this org
    $31,873
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • IMASOGIE OSAGIE O ESQ

    TRUSTEE; LECTURER

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • PINOLA KRISTA MALOVANY

    TRUSTEE; CONSULTANT-COURSE DEV

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • AHMAD HYDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ALBER LAURA J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BANDEEN BONNIE MIAO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BARRETT MICHAEL L

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BARTH BRETT H

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BLITZER DAVID S

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BOK SCOTT L

    TRUSTEE-THRU 12/9/2023

    Total calculated
    $0
    Hours/week
    2

  • BRADY ALLISON W

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CAREY WILLIAM POLK II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DINAN JAMES G

    TRUSTEE-CHAIR BUDGET & FINANCE

    Total calculated
    $0
    Hours/week
    3

  • DUCKWORTH CONNIE KADROVACH

    TRUSTEE-THRU 12/31/2023

    Total calculated
    $0
    Hours/week
    2

  • DURAN ALBERTO IVAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ERTEL DAVID

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • FRANKLIN CHRISTOPHER H

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • GUREGHIAN VAHAN H ESQ

    TRUSTEE-THRU 10/14/2023

    Total calculated
    $0
    Hours/week
    2

  • HAIDAS ALEX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HOLMAN WENDY COMMINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HONGCHOY GEORGE KWOK LUNG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • HOWELL LLOYD W JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JERATH LYNN J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHNSON KEVIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KARP ATHENA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KHADJENOURI MASSI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARTIN PATRICIA MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MCMORRIS MARC F

    TRUSTEE-CHAIR INVESTMENTS

    Total calculated
    $0
    Hours/week
    3

  • MITCHELL MARSHALL PH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • NEMIROVSKY OFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • O'HERN LYONS CATHERINE M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAI DHANANJAY M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PEISACH CHERYL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PENN KEVIN S

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PERRY RICHARD C

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PLATT JULIE BEREN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PRICE MICHAEL J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RACHLEFF ANDREW S

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RAGHAVENDRAN RAMANAN

    TRUSTEE-CHAIR TRUSTEE BOARD

    Total calculated
    $0
    Hours/week
    6.5

  • SCHLEIN THEODORE E

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SCHNITZER ALAN DAVID

    TRUSTEE-CHR AUDIT & COMPLIANCE

    Total calculated
    $0
    Hours/week
    3

  • SCHWARTZ BRIAN D

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SCHWARTZ JODI J ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SEAMAN JULIE BREIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SHOEMAKER JOHN P

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SNIDER STACEY G

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STAVIS ROBERT M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • STONE HARLAN M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • VAGUE RICHARD W

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • WEISS JILL TOPKIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SHAPIRO JOSH HON

    EX-OFFICIO TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SCALES MICHAEL

    VP BUSINESS SERV-AS OF 6/1/24

    Total calculated
    $0
    Hours/week
    0

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 I, LINE 1A
DETAIL OF ADDITIONAL BENEFITS FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY DECISION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP TO BE USED BY THE PRESIDENT IN CONNECTION WITH THEIR DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. --------------------
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNTS WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - NO DISTRIBUTION CITRO, MICHAEL - NO DISTRIBUTION COOPER, JEFFREY - NO DISTRIBUTION DILEO, RUSSELL - NO DISTRIBUTION DINGFIELD, MARK - NO DISTRIBUTION HEUER, JOHN J. - NO DISTRIBUTION HUSSON, JAMES - NO DISTRIBUTION JACKSON, JOHN - NO DISTRIBUTION LEWIS, TREVOR - NO DISTRIBUTION LOPEZ, STACEY - NO DISTRIBUTION MACCARTHY, STEPHEN - NO DISTRIBUTION MITCHELL, JOANN - NO DISTRIBUTION MURPHY, THOMAS - NO DISTRIBUTION NARVEKAR, MEDHA - NO DISTRIBUTION PAPAGEORGE, ANN - NO DISTRIBUTION PELLICANO, GREGORY - NO DISTRIBUTION WHITE, WENDY S. - NO DISTRIBUTION WITT, MARIE - NO DISTRIBUTION IN ADDITION, THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A HAS A VESTED BALANCE IN THE SERP WHICH WILL BE RECEIVED UPON SEPARATION: CARNAROLI, CRAIG -------------------- THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ALSO MAINTAINS ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLANS FOR SENIOR EXECUTIVES AS A RETENTION TO THEIR COMMITMENT TO THE UNIVERSITY OF PENNSYLVANIA. CONTRIBUTIONS ARE MADE ANNUALLY AT THE SOLE DISCRETION OF THE UNIVERSITY AS LONG AS THE INDIVIDUAL IS AN ACTIVE EMPLOYEE. VESTING IN THESE ACCOUNTS OCCURS AFTER EACH THREE YEAR PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE THE BALANCE OF THE VESTED SERP ACCOUNT (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES). PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - $2,600,181 CARNAROLI, CRAIG - $504,723 JAMESON, J. LARRY - $731,149 -------------------- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: CUNNINGHAM, REGINA - $585,942 DRISCOLL, DEBORAH A., MD - NO DISTRIBUTION KASPER, KEITH - $198,644 MAHONEY, KEVIN - NO DISTRIBUTION SESTITO, JOHN - $11,988 VOLPE, MICHELE - $127,500 -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: DRISCOLL, DEBORAH A., MD - NO DISTRIBUTION JAMESON, J. LARRY, DR - NO DISTRIBUTION ADZICK, N. SCOTT, MD - NO DISTRIBUTION MARCOTTE, PAUL, MD - NO DISTRIBUTION STORM, PHILLIP B., MD - NO DISTRIBUTION TAYLOR, JESSE, MD - NO DISTRIBUTION YOSHOR, DANIEL, MD - NO DISTRIBUTION --------------------
SCHEDULE J, PART I, LINE 7
PROVISION OF NON-FIXED PAYMENTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON, AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 4958, ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. -----------------
SCHEDULE J, PART II
ADDITIONAL DETAIL REGARDING CERTAIN COMPENSATION REPORTED N. SCOTT ADZICK, MD, PHILLIP B. STORM, MD, AND JESSE TAYLOR, MD, ALL HOLD ACADEMIC APPOINTMENTS AT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") WHILE PERFORMING CLINICAL PRACTICE DUTIES AT A NEARBY, UNRELATED, THIRD PARTY, CHILDREN'S HOSPITAL (THE "THIRD PARTY HOSPITAL"). FOR ADMINISTRATIVE SIMPLICITY PURPOSES, THE UNIVERSITY PROVIDES THE PAYROLL FUNCTION FOR BOTH PORTIONS OF THESE PHYSICIANS' SALARIES. THE THIRD PARTY HOSPITAL THEN REIMBURSES THE UNIVERSITY FOR THE CLINICAL PORTIONS OF THE PHYSICIANS' SALARIES. --------------------

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
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541349349311824

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.