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Nonprofiteer
← UPMC CHAUTAUQUA AT WCA

Form 990 for tax year 2023

Filed by UPMC CHAUTAUQUA AT WCA.

Totals

Total revenue
$171,343,049
Total expenses
$157,298,089
Contributions and grants received
$8,279,550
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$132,982,861
Management and general expenses
$24,315,228
Fundraising expenses
$0
Program service expenses (Part III)
$132,982,861

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEVEN KILBURN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRENDA IRELAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL SULLIVAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DAVID GIBBONS

    BOARD MEMBER/VICE CHAIR

    Total calculated
    $1,347,033
    From this org
    $0
    From related orgs
    $1,206,540
    Other
    $140,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $574,656 related
    Bonus
    $0 + $500,000 related
    Other
    $0 + $131,884 related
    Deferred
    $0 + $126,712 related
    Nontaxable benefits
    $0 + $13,781 related
    Filer's total
    $0 + $1,347,033 related

  • BRADLEY DINGER

    BOARD MEMBER/TREASURER/CFO

    Total calculated
    $323,122
    From this org
    $0
    From related orgs
    $284,166
    Other
    $38,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $186,621 related
    Bonus
    $0 + $95,000 related
    Other
    $0 + $2,545 related
    Deferred
    $0 + $23,380 related
    Nontaxable benefits
    $0 + $15,576 related
    Filer's total
    $0 + $323,122 related

  • CRISTIE HERBST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MARK RAIMY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM GEARY MDPHD

    BOARD MEMBER/CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JAMES DONNELLY

    BOARD MEMBER

    Total calculated
    $424,623
    From this org
    $0
    From related orgs
    $368,075
    Other
    $56,548
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $226,318 related
    Bonus
    $0 + $135,568 related
    Other
    $0 + $6,189 related
    Deferred
    $0 + $29,696 related
    Nontaxable benefits
    $0 + $26,852 related
    Filer's total
    $0 + $424,623 related

  • LYNN RUPP

    BOARD MEMBER

    Total calculated
    $430,009
    From this org
    $0
    From related orgs
    $386,703
    Other
    $43,306
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $228,435 related
    Bonus
    $0 + $152,116 related
    Other
    $0 + $6,152 related
    Deferred
    $0 + $31,268 related
    Nontaxable benefits
    $0 + $12,038 related
    Filer's total
    $0 + $430,009 related

  • BRIAN DURNIOK

    PRESIDENT/COO

    Total calculated
    $721,714
    From this org
    $0
    From related orgs
    $625,077
    Other
    $96,637
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $338,361 related
    Bonus
    $0 + $252,200 related
    Other
    $0 + $34,516 related
    Deferred
    $0 + $83,938 related
    Nontaxable benefits
    $0 + $12,699 related
    Filer's total
    $0 + $721,714 related

  • CECIL M MILLER III

    SECRETARY/VP OF OPERATIONS

    Total calculated
    $260,679
    From this org
    $235,067
    From related orgs
    $0
    Other
    $25,612
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,144
    Bonus
    $61,420
    Other
    $1,503
    Deferred
    $19,735
    Nontaxable benefits
    $5,877
    Filer's total
    $260,679

  • KIMBERLY FISH

    ASSISTANT SECRETARY

    Total calculated
    $102,538
    From this org
    $70,178
    From related orgs
    $0
    Other
    $32,360
    Hours/week
    40

  • GALO GRIJALVA MD

    PHYSICIAN

    Total calculated
    $465,016
    From this org
    $406,940
    From related orgs
    $0
    Other
    $58,076
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $404,362
    Bonus
    $0
    Other
    $2,578
    Deferred
    $25,885
    Nontaxable benefits
    $32,191
    Filer's total
    $465,016

  • BRUCE ROCKWELL MD

    PHYSICIAN

    Total calculated
    $251,717
    From this org
    $240,000
    From related orgs
    $0
    Other
    $11,717
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,000
    Bonus
    $0
    Other
    $0
    Deferred
    $11,717
    Nontaxable benefits
    $0
    Filer's total
    $251,717

  • LYNDON GRITTERS MD

    PHYSICIAN

    Total calculated
    $287,052
    From this org
    $276,000
    From related orgs
    $0
    Other
    $11,052
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,000
    Bonus
    $0
    Other
    $0
    Deferred
    $11,040
    Nontaxable benefits
    $12
    Filer's total
    $287,052

  • EMELIA HARLEY CNO

    VP PATIENT CARE SERVICES

    Total calculated
    $218,278
    From this org
    $175,468
    From related orgs
    $0
    Other
    $42,810
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,600
    Bonus
    $19,856
    Other
    $2,012
    Deferred
    $18,871
    Nontaxable benefits
    $23,939
    Filer's total
    $218,278

  • BROOKE KELLY MD

    PHYSICIAN

    Total calculated
    $241,378
    From this org
    $203,331
    From related orgs
    $0
    Other
    $38,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,374
    Bonus
    $35,868
    Other
    $1,089
    Deferred
    $15,012
    Nontaxable benefits
    $23,035
    Filer's total
    $241,378

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 · Written employment contract
  • 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)

PART I, LINE 4B
QUESTION 4B: 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 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.
PART I, LINE 7
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 II
THE ORGANIZATION DOES NOT COMPENSATE BOARD MEMBERS FOR SERVICE. THE SALARIES LISTED ARE FOR SERVICE PROVIDED AS EMPLOYEES

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WCA 31 SHERMAN LLC

    REAL ESTATE · NY · income $0 · assets $0

    Directly controlled by UPMC CHAUTAUQUA AT WCA

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423189349303067

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

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