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← PENNSYLVANIA HOSPITAL OF THE UNIV OF PENNSYLVANIA HEALTH SYSTEM

Form 990 for tax year 2023

Filed by PENNSYLVANIA HOSPITAL OF THE UNIV OF PENNSYLVANIA HEALTH SYSTEM.

Totals

Total revenue
$852,720,606
Total expenses
$856,095,619
Contributions and grants received
$9,010,030
Grants paid
$0
Program services expenses (Part IX)
$775,465,456
Management and general expenses
$79,708,882
Fundraising expenses
$921,281
Program service expenses (Part III)
$775,465,456

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KEVIN B MAHONEY

    EX-OFFICIO MEMBER

    Total calculated
    $2,797,907
    From this org
    $0
    From related orgs
    $2,777,146
    Other
    $20,761
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

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

  • KEITH KASPER

    EX-OFFICIO MEMBER, CONTROLLER

    Total calculated
    $2,047,033
    From this org
    $0
    From related orgs
    $1,810,167
    Other
    $236,866
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,066,738 related
    Bonus
    $0 + $507,150 related
    Other
    $0 + $236,279 related
    Deferred
    $0 + $218,400 related
    Nontaxable benefits
    $0 + $18,466 related
    Filer's total
    $0 + $2,047,033 related

  • MICHELLE M VOLPE

    EX-OFFICIO MEM, COO

    Total calculated
    $1,411,758
    From this org
    $0
    From related orgs
    $1,396,534
    Other
    $15,224
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

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

  • THERESA M LARIVEE

    BOARD MEMBER, CEO

    Total calculated
    $1,037,052
    From this org
    $0
    From related orgs
    $924,854
    Other
    $112,198
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $549,173 related
    Bonus
    $0 + $268,989 related
    Other
    $0 + $106,692 related
    Deferred
    $0 + $83,580 related
    Nontaxable benefits
    $0 + $28,618 related
    Filer's total
    $0 + $1,037,052 related

  • JODY J FOSTER

    CHAIR DEPT. PSYCHIATRY

    Total calculated
    $675,160
    From this org
    $648,402
    From related orgs
    $0
    Other
    $26,758
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $457,805
    Bonus
    $188,462
    Other
    $2,135
    Deferred
    $0
    Nontaxable benefits
    $26,758
    Filer's total
    $675,160

  • FRANK A ANASTASI FHFMA

    CFO,ASST CONT,SECR UNTIL 12/23

    Total calculated
    $542,898
    From this org
    $522,184
    From related orgs
    $0
    Other
    $20,714
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $438,183
    Bonus
    $79,749
    Other
    $4,252
    Deferred
    $0
    Nontaxable benefits
    $20,714
    Filer's total
    $542,898

  • DANIEL WILSON

    CEO UNTIL 1/24

    Total calculated
    $473,226
    From this org
    $444,229
    From related orgs
    $0
    Other
    $28,997
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $276,131
    Bonus
    $166,886
    Other
    $1,212
    Deferred
    $0
    Nontaxable benefits
    $28,997
    Filer's total
    $473,226

  • MINA RICCIARDELLI

    ASSOCIATE DIRECTOR PHARMACY

    Total calculated
    $323,166
    From this org
    $291,478
    From related orgs
    $0
    Other
    $31,688
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $284,150
    Bonus
    $6,259
    Other
    $1,069
    Deferred
    $0
    Nontaxable benefits
    $31,688
    Filer's total
    $323,166

  • LINDSEY AARONSON-AYLING

    CFO,ASST CONT,SECR AS OF 12/23

    Total calculated
    $317,325
    From this org
    $298,758
    From related orgs
    $0
    Other
    $18,567
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $251,813
    Bonus
    $46,697
    Other
    $248
    Deferred
    $0
    Nontaxable benefits
    $18,567
    Filer's total
    $317,325

  • CHRISTINE TIERNEY

    CHRO

    Total calculated
    $283,403
    From this org
    $259,424
    From related orgs
    $0
    Other
    $23,979
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $206,267
    Bonus
    $52,366
    Other
    $791
    Deferred
    $0
    Nontaxable benefits
    $23,979
    Filer's total
    $283,403

  • TRACEY WU-TRAM

    NURSE RN

    Total calculated
    $279,030
    From this org
    $259,768
    From related orgs
    $0
    Other
    $19,262
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $258,657
    Bonus
    $550
    Other
    $561
    Deferred
    $0
    Nontaxable benefits
    $19,262
    Filer's total
    $279,030

  • KERRI MOCHARNUK

    CLINICAL NURSE 2

    Total calculated
    $262,398
    From this org
    $256,290
    From related orgs
    $0
    Other
    $6,108
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $256,223
    Bonus
    $0
    Other
    $67
    Deferred
    $0
    Nontaxable benefits
    $6,108
    Filer's total
    $262,398

  • MELISSA L ZAK DNP MBA RN

    BOARD MEMBER

    Total calculated
    $230,277
    From this org
    $211,272
    From related orgs
    $0
    Other
    $19,005
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $202,954
    Bonus
    $8,000
    Other
    $318
    Deferred
    $0
    Nontaxable benefits
    $19,005
    Filer's total
    $230,277

  • KATHY BOSTON

    ASST. SECRETARY

    Total calculated
    $91,014
    From this org
    $81,765
    From related orgs
    $0
    Other
    $9,249
    Hours/week
    55

  • ALLEN H BAR MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JILL ROBERTS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHY KILLIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUEYUN LOCKS MFA

    BOARD MEMBER UNTIL 1/24

    Total calculated
    $0
    Hours/week
    1

  • THOMAS J SHARBAUGH JD

    BOARD MEMBER, CHAIR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM H LIPSHUTZ MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALICIA GRESHAM

    CEO, BOARD MEMBER AS OF 1/24

    Total calculated
    $0
    Hours/week
    55

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

  • 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
TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION 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 UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR: KEITH KASPER - $198,644 KEVIN B. MAHONEY - NO DISTRIBUTION MICHELLE M. VOLPE - $127,500 THERESA M. LARIVEE- $80,169 --------------------
SCHEDULE J, PART I, LINE 7
PROVISION OF NON-FIXED PAYMENTS PENNSYLVANIA HOSPITAL PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ------------------------------

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501349349312040

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

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