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Nonprofiteer
← UPMC GREENE

Form 990 for tax year 2023

Filed by UPMC GREENE.

Totals

Total revenue
$20,630,425
Total expenses
$20,606,434
Contributions and grants received
$55,392
Grants paid
$0
Program service revenue
$18,760,164
Investment income
$0
Other revenue
$1,814,869
Total assets, end of year
$13,780,430
Total liabilities, end of year
$2,596,694
Net assets or fund balances, end of year
$11,183,736
Program services expenses (Part IX)
$16,811,848
Management and general expenses
$3,794,586
Fundraising expenses
$0
Program service expenses (Part III)
$16,811,848

Program services were 81.6% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $55,392

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Hospital IP and OP Services

    total $18,760,164 · related or exempt $18,686,590 · unrelated business $73,574 · excluded $0

  • 2b · Program service revenue

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

  • 2c · Program service revenue

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

  • 2d · Program service revenue

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

  • 2e · Program service revenue

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

  • 2f · All other program service revenue

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

  • 3 · Investment income

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

  • 4 · Income from investment of tax-exempt bond proceeds

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

  • 5 · Royalties

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

  • 6a · Gross rents

    real property $735,211 · personal property $0

  • 6b · Less rental expenses

    real property $619,963 · personal property $0

  • 6c · Rental income or loss

    real property $115,248 · personal property $0

  • 6d · Net rental income or loss

    total $115,248 · related or exempt $0 · unrelated business $0 · excluded $115,248

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

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

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

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

  • 10a · Gross sales of inventory

    $30,231

  • 10b · Cost of goods sold

    $22,617

  • 10c · Net income from sales of inventory

    total $7,614 · related or exempt $7,614 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Joint Venture-Ambulance & Chair

    total $1,209,748 · related or exempt $0 · unrelated business $0 · excluded $1,209,748

  • 11b · Other revenue: Cafeteria Sales

    total $428,136 · related or exempt $78,550 · unrelated business $349,586 · excluded $0

  • 11c · Other revenue

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

  • 11d · All other revenue

    total $54,123 · related or exempt $12,484 · unrelated business $41,639 · excluded $0

  • 11e · Other revenue, total

    $1,692,007

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $10,661,894 · program services $8,262,968 · management and general $2,398,926 · fundraising $0

  • 8 · Pension plan contributions

    total $156,525 · program services $121,307 · management and general $35,218 · fundraising $0

  • 9 · Other employee benefits

    total $987,214 · program services $765,091 · management and general $222,123 · fundraising $0

  • 10 · Payroll taxes

    total $506,147 · program services $392,264 · management and general $113,883 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $3,930,631 · program services $3,366,380 · management and general $564,251 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $378,461 · program services $293,307 · management and general $85,154 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $55,382 · program services $42,921 · management and general $12,461 · fundraising $0

  • 17 · Travel

    total $12,685 · program services $9,831 · management and general $2,854 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $970,223 · program services $751,923 · management and general $218,300 · fundraising $0

  • 23 · Insurance

    total $513,299 · program services $450,000 · management and general $63,299 · fundraising $0

  • 24a · Other expenses: Medical Supplies

    total $1,713,975 · program services $1,713,975 · management and general $0 · fundraising $0

  • 24b · Other expenses: Medicaid Assessment

    total $372,812 · program services $372,812 · management and general $0 · fundraising $0

  • 24c · Other expenses: Repairs & Maintenance

    total $130,179 · program services $100,889 · management and general $29,290 · fundraising $0

  • 24d · Other expenses: Other

    total $217,007 · program services $168,180 · management and general $48,827 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 26 · Joint costs (an allocation of the lines above)

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,288,482 · end of year $1,332,328

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $1,461,640 · end of year $1,422,565

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $568,381 · end of year $814,514

  • 8 · Inventories for sale or use

    beginning of year $331,051 · end of year $287,525

  • 9 · Prepaid expenses and deferred charges

    beginning of year $251,825 · end of year $48,388

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

    $12,022,670

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

    $6,201,571

  • 10c · Land, buildings and equipment, net

    beginning of year $6,806,207 · end of year $5,821,099

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $2,455,375 · end of year $3,912,925

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $747,225 · end of year $141,086

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,813,079 · end of year $1,767,087

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,929,748 · end of year $829,607

  • 27 · Net assets without donor restrictions

    beginning of year $11,167,359 · end of year $11,183,736

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 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 · 2023

Mission

UPMC GREENE IS A SECULAR, NOT-FOR-PROFIT COMMUNITY HOSPITAL DEDICATED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITY AND PROVIDING QUALITY PATIENT CARE TO ALL PERSONS WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, DISABILITY OR ABILITY TO PAY.

Activities or mission (Part I)

UPMC GREENE IS A COMMUNITY HOSPITAL DEDICATED TO IMPROVING HEALTH / PROVIDING PATIENT CARE TO ALL PERSONS WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, DISABILITY OR ABILITY TO PAY.

  • OUR EMERGENCY ROOM PROVIDED OVER 11,000 VISITS DURING THE YEAR. SERVICES WERE RENDERED REGARDLESS OF THE PATIENT'S ABILITY TO PAY. ALL QUALITY MEASURES REQUIRED BY MEDICARE AND MAJOR INSURANCE CARRIERS WERE MET. 24% OF THE VISITS WERE MEDICARE; 38% OF THE VISITS WERE MEDICAL ASSISTANCE.

    Expenses $7,812,274 · Revenue $5,867,777

  • A WIDE VARIETY OF OUTPATIENT SERVICES WERE PROVIDED TO THE COMMUNITY INCLUDING LAB, RADIOLOGY, SURGICAL, OBSERVATION, BEHAVIORAL HEALTH, AND THERAPEUTIC SERVICES. OVER 18,000 OUTPATIENT VISITS WERE PERFORMED DURING THE YEAR. SERVICES WERE RENDERED REGARDLESS OF THE PATIENT'S ABILITY TO PAY. ALL QUALITY MEASURES REQUIRED BY MEDICARE AND MAJOR INSURANCE CARRIERS WERE MET. 52% OF THE OUTPATIENT VISITS WERE MEDICARE; 17% OF THE OUTPATIENT VISITS WERE MEDICAL ASSISTANCE.

    Expenses $7,496,754 · Revenue $4,295,529

  • INPATIENT ACUTE SERVICES WERE PROVIDED TO 331 PATIENTS IN THE COMMUNITY. UPMC GREENE PROVIDES A WIDE ARRAY OF MEDICAL AND SURGICAL SERVICES. SPECIALTIES INCLUDE UROLOGY, GASTROENTEROLOGY, ORTHOPEDICS AND GENERAL SURGERY. SERVICES WERE RENDERED REGARDLESS OF A PATIENT'S ABILITY TO PAY. ALL QUALITY MEASURES REQUIRED BY MEDICARE AND MAJOR INSURANCE CARRIERS WERE MET. 72% OF THE INPATIENT CASES WERE MEDICARE; 16% OF THE PATIENT CASES WERE MEDICAL ASSISTANCE.

    Expenses $1,468,832 · Revenue $8,631,259

  • OTHER PROGRAM SERVICES INCLUDE ACTIVITIES PERFORMED BY THE HOSPITAL TO DO BUSINESS IN THE COMMUNITY AND PROVIDE VALUABLE COMMUNITY BENEFITS. ACTIVITIES IN THIS CATEGORY INCLUDE RENTAL ACTIVITIES AND OPERATION OF AN EMPLOYEE CAFETERIA.

    Expenses $33,988 · Revenue $64,247

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Arthur Gabriel

    VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Brook Ward

    CEO & Board Member through 05/31/24

    Total calculated
    $811,318
    From this org
    $0
    From related orgs
    $782,413
    Other
    $28,905
    Hours/week
    4 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $632,763 related
    Bonus
    $0 + $90,392 related
    Other
    $0 + $59,258 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $19,755 related
    Filer's total
    $0 + $811,318 related

  • Daniel Miller

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Mark Backeris Do

    SECRETARY through 05/31/24, then board member

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Robert Young

    TREASURER through 05/31/24

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Amy Smiley

    BOARD MEMBER beginning 06/01/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ben Minor

    BOARD MEMBER beginning 06/01/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Charles R Guthrie

    BOARD MEMBER through 05/31/24

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Donald Yealy MD

    Board Member beginning 06/01/24

    Total calculated
    $1,731,620
    From this org
    $0
    From related orgs
    $1,561,697
    Other
    $169,923
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $775,734 related
    Bonus
    $0 + $600,000 related
    Other
    $0 + $185,963 related
    Deferred
    $0 + $168,493 related
    Nontaxable benefits
    $0 + $1,430 related
    Filer's total
    $0 + $1,731,620 related

  • E Alex Paris

    BOARD MEMBER beginning 06/01/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Elizabeth Wild

    Board Member beginning 06/01/24

    Total calculated
    $1,065,564
    From this org
    $0
    From related orgs
    $954,179
    Other
    $111,385
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,981 related
    Bonus
    $0 + $447,142 related
    Other
    $0 + $24,056 related
    Deferred
    $0 + $107,541 related
    Nontaxable benefits
    $0 + $3,844 related
    Filer's total
    $0 + $1,065,564 related

  • Howard Goldberg MD

    BOARD MEMBER Through 05/31/24

    Total calculated
    $545,564
    From this org
    $0
    From related orgs
    $517,491
    Other
    $28,073
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,984 related
    Bonus
    $0 + $61,507 related
    Other
    $0 + $30,000 related
    Deferred
    $0 + $10,000 related
    Nontaxable benefits
    $0 + $18,073 related
    Filer's total
    $0 + $545,564 related

  • Jared Weiner

    Board Member Beginning 06/01/24

    Total calculated
    $480,003
    From this org
    $0
    From related orgs
    $435,166
    Other
    $44,837
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,721 related
    Bonus
    $0 + $157,500 related
    Other
    $0 + $1,945 related
    Deferred
    $0 + $27,404 related
    Nontaxable benefits
    $0 + $17,433 related
    Filer's total
    $0 + $480,003 related

  • Jeffrey Conn

    BOARD MEMBER beginning 06/01/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Joel Yuhas

    Board Member beginning 06/01/24

    Total calculated
    $1,777,543
    From this org
    $0
    From related orgs
    $1,599,094
    Other
    $178,449
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $694,753 related
    Bonus
    $0 + $800,000 related
    Other
    $0 + $104,341 related
    Deferred
    $0 + $164,767 related
    Nontaxable benefits
    $0 + $13,682 related
    Filer's total
    $0 + $1,777,543 related

  • Kimberly Orth

    Board Member beginning 06/01/24

    Total calculated
    $924,274
    From this org
    $0
    From related orgs
    $799,106
    Other
    $125,168
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,023 related
    Bonus
    $0 + $367,500 related
    Other
    $0 + $19,583 related
    Deferred
    $0 + $95,393 related
    Nontaxable benefits
    $0 + $29,775 related
    Filer's total
    $0 + $924,274 related

  • Mary Beth Brown

    BOARD MEMBER through 05/31/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Mike Lauderbaugh

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Sarah White Do

    BOARD MEMBER through 05/31/24

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sheila Stewart

    BOARD MEMBER beginning 06/01/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Traci McDonald-Kemp

    BOARD MEMBER beginning 06/01/24

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Terry Wiltrout

    PRESIDENT

    Total calculated
    $286,054
    From this org
    $0
    From related orgs
    $259,499
    Other
    $26,555
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,826 related
    Bonus
    $0 + $25,566 related
    Other
    $0 + $29,107 related
    Deferred
    $0 + $6,388 related
    Nontaxable benefits
    $0 + $20,167 related
    Filer's total
    $0 + $286,054 related

  • Bridget Trump

    Director of Nursing

    Total calculated
    $187,085
    From this org
    $164,416
    From related orgs
    $0
    Other
    $22,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,559
    Bonus
    $2,256
    Other
    $8,601
    Deferred
    $4,760
    Nontaxable benefits
    $17,909
    Filer's total
    $187,085

  • Hillari Boyd

    Administrative Nursing Supervisor

    Total calculated
    $232,264
    From this org
    $213,295
    From related orgs
    $0
    Other
    $18,969
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,295
    Bonus
    $0
    Other
    $30,000
    Deferred
    $2,766
    Nontaxable benefits
    $16,203
    Filer's total
    $232,264

  • Joy Milliken

    Licensed Practical Nurse

    Total calculated
    $170,295
    From this org
    $160,481
    From related orgs
    $0
    Other
    $9,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,582
    Bonus
    $0
    Other
    $4,899
    Deferred
    $1,510
    Nontaxable benefits
    $8,304
    Filer's total
    $170,295

  • Kristi Wilson

    Registered Nurse

    Total calculated
    $215,826
    From this org
    $195,688
    From related orgs
    $0
    Other
    $20,138
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,629
    Bonus
    $0
    Other
    $6,059
    Deferred
    $2,169
    Nontaxable benefits
    $17,969
    Filer's total
    $215,826

  • Sondra Lemley

    Registered Nurse

    Total calculated
    $190,205
    From this org
    $187,195
    From related orgs
    $0
    Other
    $3,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,834
    Bonus
    $0
    Other
    $9,361
    Deferred
    $2,386
    Nontaxable benefits
    $624
    Filer's total
    $190,205

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

  • 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 3 Arrangement used to establish the top management official's compensation
THE CEO'S AND PRESIDENT'S COMPENSATION IS DETERMINED BY UPMC WASHINGTON, A RELATED ORGANIZATION. THE PERSONNEL COMMITTEE OF UPMC WASHINGTON BOARD OF TRUSTEES IS CHARGED WITH DETERMINING THE COMPENSATION OF THESE OFFICERS. AN INDEPENDENT CONSULTANT'S REVIEW OF EXECUTIVE SALARIES IS THE PRIMARY TOOL USED TO MAKE THEIR DETERMINATION (THE MOST RECENT CONSULTING REVIEW WAS IN MARCH 2024). THE RESULTS OF MANAGEMENT'S SURVEY AND COMPARISON DATA WILL ALSO BE TAKEN INTO CONSIDERATION. ALL ACTIVITIES OF THE PERSONNEL COMMITTEE ARE REPORTED TO THE BOARD OF TRUSTEES.
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 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.
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

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.

Related partnerships

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

  • SENECA HILLS ASSISTED LIVING LP

    N/A · ASSISTED LIVI · PA

    Directly controlled by NA

  • ST MARGARET MEDICAL ARTS ASSOCIATES

    N/A · MED OFFICE BL · PA

    Directly controlled by NA

  • SHADYSIDE MEDICAL CENTER ASSOCIATION

    N/A · MED OFFICE BL · PA

    Directly controlled by NA

  • CHARTWELL PA LP

    N/A · HOMEHEALTH · PA

    Directly controlled by NA

  • LIFE Care Home SRV OF NW PA

    N/A · HOME HEALTH S · PA

    Directly controlled by NA

  • HAMOT-KCH REAL ESTATE VENTURE

    N/A · MEDICAL OFFIC · PA

    Directly controlled by NA

  • UPMC HAMOT SURGERY CENTER LLC

    N/A · AMBULATORY SU · PA

    Directly controlled by NA

  • EPN-Hamot Urgent Care LLC

    N/A · Urgent Care · PA

    Directly controlled by NA

  • MEDCARE SUSQUEHANNA VALLEY LLC

    N/A · DME · PA

    Directly controlled by NA

  • OMICELO RE I LP

    N/A · REAL ESTATE D · DE

    Directly controlled by NA

  • UPMC LEADER SURGERY CENTER LLC

    N/A · SURGERY CENT · PA

    Directly controlled by NA

  • BAYFRONT PROFESSIONAL BUILDING LLC

    N/A · REAL ESTATE · PA

    Directly controlled by NA

  • CHAUTAUQUA INTEGRATED DELIVERY SYSTEM I

    N/A · INTEGRATED DE · NY

    Directly controlled by NA

  • TRI-STATE SURGERY CENTER LLC

    N/A · SURGERY CENT · PA

    Directly controlled by NA

  • MEDCARE EQUIPMENT COMPANY LLC

    N/A · MEDICAL EQUIP · PA

    Directly controlled by NA

Related corporations and trusts

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

  • HCPHARMACY 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 UPMC

    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

  • MEDICAL CENTER PROPERTIES INC

    C Corporation · REAL ESTATE · PA

    Directly controlled by NA

  • ASKESIS DEVELOPMENT GROUP INC

    C Corporation · SOFTWARE DEVE · DE

    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

  • UPMC EXCESS PL TRUST

    Trust · TRUST · 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 HOSPITALS LTD

    C Corporation · HOLDING CO · EI

    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 RESE · 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

  • 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 SPRAOI 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

  • THE WASHINGTON PHYSICIAN SERVICE ORG

    C Corporation · PHYSICIAN SRV · PA

    Directly controlled by NA

  • HEALTH FUTURES INC

    C Corporation · URGENT CARE · PA

    Directly controlled by NA

  • PHOENIX-WASHINGTON INC

    C Corporation · SUBSTANCE TREATMENT · PA

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349307094

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