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Nonprofiteer
← WESTERN MARYLAND HEALTH SYSTEM FOUNDATION INC

Form 990 for tax year 2024

Filed by WESTERN MARYLAND HEALTH SYSTEM FOUNDATION INC.

Totals

Total revenue
$3,031,391
Total expenses
$1,699,176
Contributions and grants received
$807,780
Grants paid
$0
Program services expenses (Part IX)
$1,284,743
Management and general expenses
$268,162
Fundraising expenses
$146,271
Program service expenses (Part III)
$1,284,743

Program services were 75.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Michele Martz

    President

    Total calculated
    $1,108,497
    From this org
    $0
    From related orgs
    $817,441
    Other
    $291,056
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $414,007 related
    Bonus
    not reported + $305,000 related
    Other
    not reported + $98,434 related
    Deferred
    not reported + $258,049 related
    Nontaxable benefits
    not reported + $33,007 related
    Filer's total
    not reported + $1,108,497 related

  • Amber Ruble

    CFO

    Total calculated
    $326,484
    From this org
    $0
    From related orgs
    $268,735
    Other
    $57,749
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $192,792 related
    Bonus
    not reported + $75,000 related
    Other
    not reported + $943 related
    Deferred
    not reported + $26,952 related
    Nontaxable benefits
    not reported + $30,797 related
    Filer's total
    not reported + $326,484 related

  • Karen Johnson

    Foundation Executive Director

    Total calculated
    $234,534
    From this org
    $152,350
    From related orgs
    $0
    Other
    $82,184
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $135,163
    Bonus
    $14,646
    Other
    $2,541
    Deferred
    $53,377
    Nontaxable benefits
    $28,807
    Filer's total
    $234,534

  • Carl Belt

    Member

    Total calculated
    $0
    Hours/week
    0

  • Larry Boggs

    Member

    Total calculated
    $0
    Hours/week
    0

  • Richard Daugherty

    Member

    Total calculated
    $0
    Hours/week
    0

  • Marlee Gabriele

    Member

    Total calculated
    $0
    Hours/week
    0

  • Chris Lockard

    Member

    Total calculated
    $0
    Hours/week
    0

  • Dave Mathews

    Member

    Total calculated
    $0
    Hours/week
    0

  • John McMullen

    Member

    Total calculated
    $0
    Hours/week
    0

  • Elizabeth Rhodes

    Member

    Total calculated
    $0
    Hours/week
    0

  • Robert Paye

    Member

    Total calculated
    $0
    Hours/week
    0

  • Keith Pirolozzi

    Member

    Total calculated
    $0
    Hours/week
    0

  • Rameen Shafiei

    Member

    Total calculated
    $0
    Hours/week
    0

  • Julie Westendorff

    Auxiliary President

    Total calculated
    $0
    Hours/week
    0

  • Betty Jo Gehauf

    Chair

    Total calculated
    $0
    Hours/week
    0

  • George Lapp

    SecretaryTreasurer

    Total calculated
    $0
    Hours/week
    0

  • Kim Leonard

    Vice Chair

    Total calculated
    $0
    Hours/week
    0

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)

Listed persons compensation information (Part I, line 4)
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 FORTFEITURE IF THE VESTING REQUIREMENTS ARE NOT SATISFIED.ONCE VESTED HOWEVER, PROVISIONS OF THE CODE REQUIRE THAT THEVESTED 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 OF 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 AMOUNTREPORTED ON THE FORM 990 ATTRIBUTABLE TO SUPPLEMENTAL RETIREMENT PROGRAM VESTING HAS BEEN REPORTED IN PREVIOUSLY FILED FORMS 990. Part I, Question 7 - UPMC PROVIDES INCENTIVE COMPENSATION AS PART OF ITS TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPOLYEES. THIS COMPONENT IS BASED UPON THE ACCOMPLISHMENT OF PREDETERMINDED PERFORMANCE GOALS AND OBJECTIVES WHICH FOCUS ON THE ACHIEVEENT OF MULTIPLE ANNUAL AND THREE YEAR INDIVIDUAL AND GROUP PERFORMANCE CRITERIA IN THE CONTEXT OF APPROPRIATE RISK TAKING. THERE CRITERIA DIRECTLY SUPPORT UPMCS 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.

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.2
Source object
202601359349304455

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