Totals
- Total revenue
- $19,430,531
- Total expenses
- $14,561,209
- Contributions and grants received
- $5,428,642
- Grants paid
- $9,614,861
- Program services expenses (Part IX)
- $13,521,665
- Management and general expenses
- $959,395
- Fundraising expenses
- $80,149
- Program service expenses (Part III)
- $13,521,665
Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVID GIBBONS
PRESIDENT
- Total calculated
- $1,347,033
- From this org
- $0
- From related orgs
- $1,206,540
- Other
- $140,493
- Hours/week
- 5 + 47 related
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
-
JULIE TROGNER
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ROBIN ZELLERS
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KURT TWIFORD
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD BLACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
VINCE CHAMPION
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
YASMINE COLEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ABIGAIL FORTINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN GRETH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KRISTEN HOLLINGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DANIELLE LADIE MD
DIRECTOR/TRANSPLANT SURGEON
- Total calculated
- $530,957
- From this org
- $0
- From related orgs
- $494,942
- Other
- $36,015
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $493,499 related
- Bonus
- $0 + $100 related
- Other
- $0 + $1,343 related
- Deferred
- $0 + $24,560 related
- Nontaxable benefits
- $0 + $11,455 related
- Filer's total
- $0 + $530,957 related
-
DOUGLAS NEIDICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 19 related
-
ARELIS PEREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIANNE RICH MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
URSULA SIVERLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LEIGH ANN WILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DANIEL KAMBIC DO
DIRECTOR/PHYSICIAN
- Total calculated
- $222
- From this org
- $0
- From related orgs
- $180
- Other
- $42
- Hours/week
- 1 + 40 related
-
JOSEPH IANDOLO
DIRECTOR/VP, OPERATIONS UPMC MEMORIAL
- Total calculated
- $275,621
- From this org
- $0
- From related orgs
- $246,958
- Other
- $28,663
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $194,270 related
- Bonus
- $0 + $52,000 related
- Other
- $0 + $688 related
- Deferred
- $0 + $15,541 related
- Nontaxable benefits
- $0 + $13,122 related
- Filer's total
- $0 + $275,621 related
-
REBECCA MCCLURE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR TIMOTHY DEIMLING
DIRECTOR/PHYSICIAN
- Total calculated
- $446,451
- From this org
- $0
- From related orgs
- $423,616
- Other
- $22,835
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $398,176 related
- Bonus
- $0
- Other
- $0 + $25,440 related
- Deferred
- $0 + $20,170 related
- Nontaxable benefits
- $0 + $2,665 related
- Filer's total
- $0 + $446,451 related
-
ANN GORMLEY
DIRECTOR/VP, HUMAN RESOURCES
- Total calculated
- $673,237
- From this org
- $0
- From related orgs
- $587,171
- Other
- $86,066
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $351,482 related
- Bonus
- $0 + $230,000 related
- Other
- $0 + $5,689 related
- Deferred
- $0 + $70,733 related
- Nontaxable benefits
- $0 + $15,333 related
- Filer's total
- $0 + $673,237 related
-
MARCUS HITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTOPHER YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAN LANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARY WESTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LOUIS BAVERSO
PRESIDENT & COO (R 9/23)
- Total calculated
- $851,386
- From this org
- $0
- From related orgs
- $785,603
- Other
- $65,783
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $320,681 related
- Bonus
- $0 + $440,000 related
- Other
- $0 + $24,922 related
- Deferred
- $0 + $26,400 related
- Nontaxable benefits
- $0 + $39,383 related
- Filer's total
- $0 + $851,386 related
-
ANDREA JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GREG MITSTIFER
TREASURER & CFO
- Total calculated
- $298,898
- From this org
- $0
- From related orgs
- $251,282
- Other
- $47,616
- Hours/week
- 5 + 47 related
Schedule J breakdown matched by us
- Base
- $0 + $215,976 related
- Bonus
- $0 + $34,900 related
- Other
- $0 + $406 related
- Deferred
- $0 + $15,611 related
- Nontaxable benefits
- $0 + $32,005 related
- Filer's total
- $0 + $298,898 related
-
AMANDA MORGAN
ASSISTANT TREASURER
- Total calculated
- $276,009
- From this org
- $0
- From related orgs
- $234,304
- Other
- $41,705
- Hours/week
- 1 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $199,043 related
- Bonus
- $0 + $34,900 related
- Other
- $0 + $361 related
- Deferred
- $0 + $14,998 related
- Nontaxable benefits
- $0 + $26,707 related
- Filer's total
- $0 + $276,009 related
-
CHRISTINE MILLER ESQ
SECRETARY/ASSOC. COUNSEL
- Total calculated
- $504,921
- From this org
- $0
- From related orgs
- $427,890
- Other
- $77,031
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $234,853 related
- Bonus
- $0 + $190,000 related
- Other
- $0 + $3,037 related
- Deferred
- $0 + $51,414 related
- Nontaxable benefits
- $0 + $25,617 related
- Filer's total
- $0 + $504,921 related
-
KERRY MALONEY
ASSISTANT SECRETARY
- Total calculated
- $243,718
- From this org
- $0
- From related orgs
- $198,776
- Other
- $44,942
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $152,360 related
- Bonus
- $0 + $45,000 related
- Other
- $0 + $1,416 related
- Deferred
- $0 + $7,633 related
- Nontaxable benefits
- $0 + $37,309 related
- Filer's total
- $0 + $243,718 related
-
JESSICA RITCHIE
CDO & PRESIDENT
- Total calculated
- $261,749
- From this org
- $230,629
- From related orgs
- $0
- Other
- $31,120
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $230,206
- Bonus
- $0
- Other
- $423
- Deferred
- $17,404
- Nontaxable benefits
- $13,716
- Filer's total
- $261,749
-
PHILIP W GUARNESCHELLI
FMR PRESIDENT & CEO (R 9/22)
- Total calculated
- $1,152,327
- From this org
- $0
- From related orgs
- $1,128,095
- Other
- $24,232
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $293,412 related
- Bonus
- $0 + $834,683 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $24,232 related
- Filer's total
- $0 + $1,152,327 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 — 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
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- PINNACLE HEALTH FOUNDATION RELIES ON UPMC PINNACLE, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S CEO. METHODS USED TO ESTABLISH COMPENSATION BY THE RELATED ORGANIZATION INCLUDE: * COMPENSATION COMMITTEE * INDEPENDENT COMPENSATION CONSULTANT * COMPENSATION SURVEY OR STUDY * APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD
- PART I, LINES 4A-B
- PHILIP GUARNESCHELLI, PRESIDENT AND CEO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $782,433 UPON HIS DEPARTURE FROM THE ORGANIZATION IN CALENDAR YEAR 2023. 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 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
-
PINNACLE HEALTH MEDICAL SERVICES
$4,339,544
GENERAL OPERATIONS
-
$4,129,507
GENERAL OPERATIONS
-
$679,567
GENERAL OPERATIONS
-
$95,271
GENERAL SUPPORT
-
$50,000
SUPPORT OF LVC'S NURSING PROGRAM OPERATIONS
-
$30,470
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$15,131
GENERAL SUPPORT
-
$12,800
SUPPORT OF PARTNERSHIP FOR BETTER HEALTH MATCH MADNESS CAMPAIGN
-
$11,050
GENERAL SUPPORT
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.
-
501(C)(3) · SUPPORTING ORG · PA
Directly controlled by UPMC
-
501(C)(3) · HOSPITAL · PA
Directly controlled by UPMC PINNACLE
-
501(C)(3) · HOSPITAL · PA
Directly controlled by UPMC PINNACLE
-
501(C)(3) · HOSPITAL · PA
Directly controlled by UPMC PINNACLE
-
PINNACLE HEALTH REGIONAL PHYSICIANS
501(C)(3) · PHYSICIAN SERVICES · PA
Directly controlled by UPMC PINNACLE
-
501(C)(3) · HOSPITAL · PA
Directly controlled by UPMC PINNACLE
-
501(C)(3) · MEDICAL TRANSPORT · PA
Directly controlled by UPMC PINNACLE
-
501(C)(3) · SUPPORTING ORG · PA
Directly controlled by UPMC PINNACLE
-
501(C)(3) · HOSPITAL · PA
Directly controlled by HANOVER HEALTHCARE PLUS INC
-
501(C)(3) · HOSPITAL · PA
Directly controlled by UPMC PINNACLE
-
PINNACLE HEALTH MEDICAL SERVICES
501(C)(3) · PHYSICIAN SERVICES · PA
Directly controlled by UPMC PINNACLE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349305341
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.