Skip to content
Nonprofiteer
← UNITED MEMORIAL MEDICAL CENTER FOUNDATION INC

Form 990 for tax year 2024

Filed by UNITED MEMORIAL MEDICAL CENTER FOUNDATION INC.

Totals

Total revenue
$581,863
Total expenses
$1,546,415
Contributions and grants received
$358,854
Grants paid
$981,713
Program service revenue
$0
Investment income
$223,009
Other revenue
$0
Total assets, end of year
$6,375,816
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,375,816
Program services expenses (Part IX)
$1,063,930
Management and general expenses
$388,196
Fundraising expenses
$94,289
Program service expenses (Part III)
$1,063,930

Program services were 68.8% 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.

  • 1f · All other contributions, gifts and grants

    $358,854

  • 3 · Investment income

    total $170,981 · excluded $170,981

  • 7a · Gross sales of assets other than inventory

    securities $844,513

  • 7b · Less cost or other basis and sales expenses

    securities $792,485

  • 7c · Gain or loss

    securities $52,028

  • 7d · Net gain or loss

    total $52,028 · excluded $52,028

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $981,713 · program services $981,713

  • 7 · Other salaries and wages

    total $297,025 · management and general $255,130 · fundraising $41,895

  • 8 · Pension plan contributions

    total $30,563 · management and general $26,675 · fundraising $3,888

  • 9 · Other employee benefits

    total $26,866 · management and general $23,448 · fundraising $3,418

  • 10 · Payroll taxes

    total $28,191 · management and general $24,605 · fundraising $3,586

  • 11g · Fees: other

    total $37,930 · management and general $13,285 · fundraising $24,645

  • 12 · Advertising and promotion

    total $1,009 · management and general $353 · fundraising $656

  • 13 · Office expenses

    total $18,798 · management and general $13,797 · fundraising $5,001

  • 17 · Travel

    total -$133 · program services -$54 · management and general -$58 · fundraising -$21

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $82,271 · program services $82,271

  • 24b · Other expenses: DONOR RECOGNITION AND C

    total $41,907 · management and general $30,759 · fundraising $11,148

  • 24c · Other expenses: TAXES AND ASSESSMENTS

    total $275 · management and general $202 · fundraising $73

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,000 · end of year $32,267

  • 3 · Pledges and grants receivable

    beginning of year $2,299,314 · end of year $1,982,611

  • 11 · Investments: publicly traded securities

    beginning of year $2,911,781 · end of year $2,173,965

  • 15 · Other assets

    beginning of year $2,025,859 · end of year $2,186,973

  • 27 · Net assets without donor restrictions

    beginning of year $2,523,089 · end of year $2,203,482

  • 28 · Net assets with donor restrictions

    beginning of year $4,723,865 · end of year $4,172,334

Mission and programs · 2024

Mission

TO RAISE AND MANAGE FUNDS IN SUPPORT OF UNITED MEMORIAL MEDICAL CENTER AND IT'S AFFILIATES.

  • THE UNITED MEMORIAL MEDICAL CENTER FOUNDATION IS AN INCORPORATED NON-PROFIT ORGANIZATION WHOSE PURPOSE IS TO SECURE, MAINTAIN, AND DISTRIBUTE RESOURCES THAT PROMOTE AND SUPPORT COMMUNITY HEALTHCARE THROUGH UMMC AND IT'S AFFILIATES.

    Expenses $1,063,930 · Grants $981,713

As filed on the 2024 return.

Listed in Part VII

  • TRACY FORD

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL MCKENZIE

    BOARD VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • RICHARD DAVIS PHD

    CEO

    Total calculated
    $4,013,008
    From this org
    $0
    From related orgs
    $3,950,234
    Other
    $62,774
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,802,762 related
    Bonus
    $0 + $2,147,472 related
    Other
    $0
    Deferred
    $0 + $53,494 related
    Nontaxable benefits
    $0 + $9,280 related
    Filer's total
    $0 + $4,013,008 related

  • ANNE BEZON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIK FIX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEE MULCAHY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • NICHOLAS LOFFREDO DO

    DIRECTOR

    Total calculated
    $785,746
    From this org
    $0
    From related orgs
    $778,249
    Other
    $7,497
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,770 related
    Bonus
    $0 + $88,479 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,497 related
    Filer's total
    $0 + $785,746 related

  • CHRISTOPHER MULLEN

    SECRETARY

    Total calculated
    $133,477
    From this org
    $0
    From related orgs
    $133,477
    Other
    $0
    Hours/week
    1 + 40 related

  • LAURIE PFAFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE TANNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ASHLEY MLYNIEC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JESSICA PATNODE RN

    DIRECTOR

    Total calculated
    $170,196
    From this org
    $0
    From related orgs
    $166,577
    Other
    $3,619
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,375 related
    Bonus
    $0 + $20,202 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,619 related
    Filer's total
    $0 + $170,196 related

  • THERESA DEMARS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACOB HALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KELLY MCVAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAUREN WHITING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • THOMAS CRILLY

    CFO

    Total calculated
    $1,716,134
    From this org
    $0
    From related orgs
    $1,631,510
    Other
    $84,624
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $793,396 related
    Bonus
    $0 + $836,419 related
    Other
    $0 + $1,695 related
    Deferred
    $0 + $75,178 related
    Nontaxable benefits
    $0 + $9,446 related
    Filer's total
    $0 + $1,716,134 related

  • JENNIFER ESLINGER

    COO

    Total calculated
    $1,548,389
    From this org
    $0
    From related orgs
    $1,507,863
    Other
    $40,526
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $813,828 related
    Bonus
    $0 + $694,035 related
    Other
    $0
    Deferred
    $0 + $28,987 related
    Nontaxable benefits
    $0 + $11,539 related
    Filer's total
    $0 + $1,548,389 related

  • DANIEL IRELAND

    PRESIDENT, FINGER LAKES RU

    Total calculated
    $571,092
    From this org
    $0
    From related orgs
    $565,831
    Other
    $5,261
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,518 related
    Bonus
    $0 + $161,313 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,261 related
    Filer's total
    $0 + $571,092 related

  • KELLY GAGAN

    PRESIDENT, FOUNDATIONS

    Total calculated
    $496,267
    From this org
    $0
    From related orgs
    $427,331
    Other
    $68,936
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,642 related
    Bonus
    $0 + $53,689 related
    Other
    $0
    Deferred
    $0 + $68,857 related
    Nontaxable benefits
    $0 + $79 related
    Filer's total
    $0 + $496,267 related

  • HUGH THOMAS

    FORMER CAO

    Total calculated
    $1,082,559
    From this org
    $0
    From related orgs
    $1,082,559
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $1,082,559 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,082,559 related

  • KELLY MCCORMICK-SULLIVAN

    FORMER PRESIDENT, FOUNDATIONS

    Total calculated
    $117,515
    From this org
    $0
    From related orgs
    $117,515
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $117,515 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $117,515 related

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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS IS ESTABLISHED USING THE FOLLOWING: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACTS - COMPENSATION SURVEYS AND STUDIES - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE ON AN ANNUAL BASIS, THE ORGANIZATION USES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE SALARIES FOR ALL EXECUTIVES TO ENSURE SUCH SALARIES ARE CONSISTENT WITH MARKET SALARIES PAID TO SIMILARLY SITUATED EXECUTIVES. IN ADDITION, A COMPENSATION COMMITTEE REVIEWS THIS INFORMATION ANNUALLY AND IT IS THEN APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. FINALLY, EXECUTIVES RECEIVE A WRITTEN LETTER OUTLINING THE SPECIFICS OF THE COMPENSATION AGREEMENT AND THEIR EXPECTED PERFORMANCE.
PART I, LINES 4A-B
COMPENSATION TO THE FORMER CHIEF ADMINISTRATIVE OFFICER INCLUDES PAYMENTS AGREED TO UPON SEPARATION FROM THE ORGANIZATION. SEVERANCE PAYMENTS CONTINUE TO BE MADE THROUGH EARLY 2025. THESE PAYMENTS HAVE NOT BEEN ACCRUED OR REPORTED AS OF DECEMBER 31, 2024. SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS PROVIDE BENEFITS TO CERTAIN KEY EXECUTIVE EMPLOYEES OF ROCHESTER REGIONAL HEALTH. THE ORGANIZATION MAINTAINS A SECTION 457(F) PLAN WHICH WOULD BE CONSIDERED A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THERE WERE NO DISTRIBUTIONS FROM THE PLAN IN 2024.
PART II, COLUMN C:
RETIREMENT AND OTHER DEFERRED COMPENSATION - THIS COLUMN IS REFLECTIVE OF THE ACTUARIAL CHANGE IN DEFINED BENEFIT PENSION PLAN AND POST-RETIREMENT BENEFITS FOR THE TAX YEAR.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202543169349302529

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.