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← TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

Form 990 for tax year 2022

Filed by TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA.

Totals

Total revenue
$9,925,251,000
Total expenses
$9,264,364,000
Contributions and grants received
$1,895,456,000
Grants paid
$578,553,509
Program services expenses (Part IX)
$8,288,306,652
Management and general expenses
$846,023,380
Fundraising expenses
$130,033,968
Program service expenses (Part III)
$8,288,306,652

Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMMON PETER

    CHIEF INVESTMENT OFFICER

    Total calculated
    $8,400,309
    From this org
    $5,646,194
    From related orgs
    $0
    Other
    $2,754,115
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,123,244
    Bonus
    $4,266,553
    Other
    $256,397
    Deferred
    $2,740,238
    Nontaxable benefits
    $13,877
    Filer's total
    $8,400,309

  • JAMESON LARRY

    EXEC. VP UPHS & DEAN OF PSOM

    Total calculated
    $6,316,431
    From this org
    $5,076,457
    From related orgs
    $0
    Other
    $1,239,974
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $2,411,421
    Bonus
    $1,438,800
    Other
    $1,226,236
    Deferred
    $1,215,400
    Nontaxable benefits
    $24,574
    Filer's total
    $6,316,431

  • MAHONEY KEVIN

    CEO, UPHS

    Total calculated
    $3,396,943
    From this org
    $2,872,713
    From related orgs
    $0
    Other
    $524,230
    Hours/week
    42 + 13 related

    Schedule J breakdown matched by us

    Base
    $1,716,661
    Bonus
    $840,000
    Other
    $316,052
    Deferred
    $504,000
    Nontaxable benefits
    $20,230
    Filer's total
    $3,396,943

  • CARNAROLI CRAIG

    EXECUTIVE VP

    Total calculated
    $2,805,571
    From this org
    $2,388,093
    From related orgs
    $0
    Other
    $417,478
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $887,498
    Bonus
    $1,000,000
    Other
    $500,595
    Deferred
    $389,700
    Nontaxable benefits
    $27,778
    Filer's total
    $2,805,571

  • YOSHOR DANIEL MD

    NEUROSURGERY

    Total calculated
    $2,690,545
    From this org
    $2,626,305
    From related orgs
    $0
    Other
    $64,240
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,667,589
    Bonus
    $695,250
    Other
    $263,466
    Deferred
    $27,450
    Nontaxable benefits
    $36,790
    Filer's total
    $2,690,545

  • TAYLOR JESSE MD

    CHOP - PLASTIC SURGERY

    Total calculated
    $2,571,699
    From this org
    $2,518,591
    From related orgs
    $0
    Other
    $53,108
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,492,776
    Bonus
    $0
    Other
    $1,025,815
    Deferred
    $27,450
    Nontaxable benefits
    $25,658
    Filer's total
    $2,571,699

  • STORM PHILLIP B MD

    CHOP - NEUROSURGERY

    Total calculated
    $2,402,392
    From this org
    $2,349,736
    From related orgs
    $0
    Other
    $52,656
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,790,736
    Bonus
    $0
    Other
    $559,000
    Deferred
    $27,450
    Nontaxable benefits
    $25,206
    Filer's total
    $2,402,392

  • ADZICK N SCOTT MD

    CHOP - SURGERY

    Total calculated
    $2,339,276
    From this org
    $2,291,952
    From related orgs
    $0
    Other
    $47,324
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,226,970
    Bonus
    $0
    Other
    $1,064,982
    Deferred
    $27,450
    Nontaxable benefits
    $19,874
    Filer's total
    $2,339,276

  • MARCOTTE PAUL MD

    NEUROSURGERY

    Total calculated
    $2,249,807
    From this org
    $2,207,735
    From related orgs
    $0
    Other
    $42,072
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,339,399
    Bonus
    $0
    Other
    $868,336
    Deferred
    $33,602
    Nontaxable benefits
    $8,470
    Filer's total
    $2,249,807

  • KASPER KEITH

    CFO, UPHS

    Total calculated
    $1,741,633
    From this org
    $1,716,989
    From related orgs
    $0
    Other
    $24,644
    Hours/week
    41 + 14 related

    Schedule J breakdown matched by us

    Base
    $984,066
    Bonus
    $421,785
    Other
    $311,138
    Deferred
    $0
    Nontaxable benefits
    $24,644
    Filer's total
    $1,741,633

  • DRISCOLL DEBORAH A MD

    SVP CPUP, VICE DEAN PSOM

    Total calculated
    $1,667,792
    From this org
    $1,454,341
    From related orgs
    $0
    Other
    $213,451
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $941,788
    Bonus
    $470,916
    Other
    $41,637
    Deferred
    $212,250
    Nontaxable benefits
    $1,201
    Filer's total
    $1,667,792

  • ROST GREGORY

    FORMER SVP & CHIEF OF STAFF

    Total calculated
    $1,644,337
    From this org
    $1,568,390
    From related orgs
    $0
    Other
    $75,947
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $480,536
    Bonus
    $928,000
    Other
    $159,854
    Deferred
    $45,765
    Nontaxable benefits
    $30,182
    Filer's total
    $1,644,337

  • ZELLER JOHN

    SVP DEVELOPMENT-THRU 8/2/22

    Total calculated
    $1,582,716
    From this org
    $1,536,725
    From related orgs
    $0
    Other
    $45,991
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $497,590
    Bonus
    $927,870
    Other
    $111,265
    Deferred
    $27,450
    Nontaxable benefits
    $18,541
    Filer's total
    $1,582,716

  • EPSTEIN JON

    VICE DEAN, PSOM

    Total calculated
    $1,553,104
    From this org
    $1,505,489
    From related orgs
    $0
    Other
    $47,615
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $849,532
    Bonus
    $382,200
    Other
    $273,757
    Deferred
    $27,450
    Nontaxable benefits
    $20,165
    Filer's total
    $1,553,104

  • CUNNINGHAM REGINA

    CEO HUP

    Total calculated
    $1,529,541
    From this org
    $1,357,964
    From related orgs
    $0
    Other
    $171,577
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $781,268
    Bonus
    $336,438
    Other
    $240,258
    Deferred
    $153,800
    Nontaxable benefits
    $17,777
    Filer's total
    $1,529,541

  • OKALA PHIL

    COO UPHS-THRU 08/22

    Total calculated
    $1,430,349
    From this org
    $1,201,151
    From related orgs
    $0
    Other
    $229,198
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $884,238
    Bonus
    $0
    Other
    $316,913
    Deferred
    $211,200
    Nontaxable benefits
    $17,998
    Filer's total
    $1,430,349

  • WHITE WENDY

    SVP & GENERAL COUNSEL

    Total calculated
    $1,352,341
    From this org
    $1,300,311
    From related orgs
    $0
    Other
    $52,030
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $825,852
    Bonus
    $420,730
    Other
    $53,729
    Deferred
    $27,450
    Nontaxable benefits
    $24,580
    Filer's total
    $1,352,341

  • VOLPE MICHELE

    COO UPHS-AS OF 9/6/22

    Total calculated
    $1,168,804
    From this org
    $1,067,399
    From related orgs
    $0
    Other
    $101,405
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $673,726
    Bonus
    $262,938
    Other
    $130,735
    Deferred
    $90,150
    Nontaxable benefits
    $11,255
    Filer's total
    $1,168,804

  • JOHNSTON ELIZABETH B

    FORMER EXEC. DIRECTOR CPUP

    Total calculated
    $1,078,196
    From this org
    $1,057,123
    From related orgs
    $0
    Other
    $21,073
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $350,029
    Bonus
    $0
    Other
    $707,094
    Deferred
    $0
    Nontaxable benefits
    $21,073
    Filer's total
    $1,078,196

  • PRITCHETT WENDELL

    FMR PROVOST; EX-OFF TRUSTEE

    Total calculated
    $1,048,454
    From this org
    $966,462
    From related orgs
    $0
    Other
    $81,992
    Hours/week
    3

    Schedule J breakdown matched by us

    Base
    $511,609
    Bonus
    $128,563
    Other
    $326,290
    Deferred
    $41,175
    Nontaxable benefits
    $40,817
    Filer's total
    $1,048,454

  • MAGILL M ELIZABETH

    PRESIDENT, TRUSTEE

    Total calculated
    $1,015,977
    From this org
    $869,750
    From related orgs
    $0
    Other
    $146,227
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $723,051
    Bonus
    $104,329
    Other
    $42,370
    Deferred
    $17,995
    Nontaxable benefits
    $128,232
    Filer's total
    $1,015,977

  • GUTMANN DR AMY

    FORMER PRESIDENT

    Total calculated
    $941,530
    From this org
    $915,964
    From related orgs
    $0
    Other
    $25,566
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $168,714
    Bonus
    $671,350
    Other
    $75,900
    Deferred
    $14,139
    Nontaxable benefits
    $11,427
    Filer's total
    $941,530

  • NARVEKAR MEDHA

    VP & SECRETARY

    Total calculated
    $900,157
    From this org
    $827,681
    From related orgs
    $0
    Other
    $72,476
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $608,472
    Bonus
    $125,580
    Other
    $93,629
    Deferred
    $55,166
    Nontaxable benefits
    $17,310
    Filer's total
    $900,157

  • MURPHY THOMAS

    SVP ISC & CIO

    Total calculated
    $873,415
    From this org
    $762,818
    From related orgs
    $0
    Other
    $110,597
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $587,838
    Bonus
    $173,000
    Other
    $1,980
    Deferred
    $53,460
    Nontaxable benefits
    $57,137
    Filer's total
    $873,415

  • PAPAGEORGE ANNE

    SR VP FACILITIES & REAL ESTATE

    Total calculated
    $826,404
    From this org
    $758,705
    From related orgs
    $0
    Other
    $67,699
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $549,378
    Bonus
    $138,000
    Other
    $71,327
    Deferred
    $49,950
    Nontaxable benefits
    $17,749
    Filer's total
    $826,404

  • HEUER JACK

    SVP FOR HUMAN RESOURCES

    Total calculated
    $736,168
    From this org
    $670,003
    From related orgs
    $0
    Other
    $66,165
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $492,560
    Bonus
    $125,500
    Other
    $51,943
    Deferred
    $45,405
    Nontaxable benefits
    $20,760
    Filer's total
    $736,168

  • MITCHELL JOANN

    SVP FOR INSTITUTIONAL AFFAIRS

    Total calculated
    $735,435
    From this org
    $690,269
    From related orgs
    $0
    Other
    $45,166
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $510,475
    Bonus
    $101,000
    Other
    $78,794
    Deferred
    $27,450
    Nontaxable benefits
    $17,716
    Filer's total
    $735,435

  • JACKSON JOHN

    PROVOST-AS OF 6/1/23

    Total calculated
    $733,803
    From this org
    $675,958
    From related orgs
    $0
    Other
    $57,845
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $560,268
    Bonus
    $110,000
    Other
    $5,690
    Deferred
    $50,648
    Nontaxable benefits
    $7,197
    Filer's total
    $733,803

  • MASOTTI CHRISTOPHER

    VICE DEAN, ADMINISTRATION PSOM

    Total calculated
    $673,037
    From this org
    $589,710
    From related orgs
    $0
    Other
    $83,327
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $470,920
    Bonus
    $118,000
    Other
    $790
    Deferred
    $27,450
    Nontaxable benefits
    $55,877
    Filer's total
    $673,037

  • QUINN PETER

    FORMER SR VP, VICE DEAN, PS

    Total calculated
    $667,946
    From this org
    $620,476
    From related orgs
    $0
    Other
    $47,470
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $617,287
    Bonus
    $0
    Other
    $3,189
    Deferred
    $27,450
    Nontaxable benefits
    $20,020
    Filer's total
    $667,946

  • MACCARTHY STEPHEN J

    VP COMMUNICATIONS

    Total calculated
    $656,779
    From this org
    $602,836
    From related orgs
    $0
    Other
    $53,943
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $495,190
    Bonus
    $83,640
    Other
    $24,006
    Deferred
    $27,450
    Nontaxable benefits
    $26,493
    Filer's total
    $656,779

  • LEWIS TREVOR

    VP BUDGET & MGMT ANALYSIS

    Total calculated
    $633,650
    From this org
    $542,182
    From related orgs
    $0
    Other
    $91,468
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $440,892
    Bonus
    $100,000
    Other
    $1,290
    Deferred
    $40,500
    Nontaxable benefits
    $50,968
    Filer's total
    $633,650

  • COOPER JEFFREY

    VP GOV'T & COMMUNITY RELATIONS

    Total calculated
    $614,169
    From this org
    $559,669
    From related orgs
    $0
    Other
    $54,500
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $460,407
    Bonus
    $78,200
    Other
    $21,062
    Deferred
    $27,450
    Nontaxable benefits
    $27,050
    Filer's total
    $614,169

  • SESTITO JOHN

    VP & EXECUTIVE DIRECTOR CPUP

    Total calculated
    $612,604
    From this org
    $539,769
    From related orgs
    $0
    Other
    $72,835
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $372,724
    Bonus
    $143,326
    Other
    $23,719
    Deferred
    $55,125
    Nontaxable benefits
    $17,710
    Filer's total
    $612,604

  • WITT MARIE

    VP FOR BUSINESS SERVICES

    Total calculated
    $592,935
    From this org
    $536,016
    From related orgs
    $0
    Other
    $56,919
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $402,046
    Bonus
    $102,000
    Other
    $31,970
    Deferred
    $36,900
    Nontaxable benefits
    $20,019
    Filer's total
    $592,935

  • LOPEZ STACEY

    VP INSTITUTIONAL RESEARCH

    Total calculated
    $535,737
    From this org
    $484,661
    From related orgs
    $0
    Other
    $51,076
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $404,571
    Bonus
    $79,400
    Other
    $690
    Deferred
    $36,623
    Nontaxable benefits
    $14,453
    Filer's total
    $535,737

  • PELLICANO GREGORY

    VP AUDIT, COMPLIANCE & PRIV'Y

    Total calculated
    $520,953
    From this org
    $432,619
    From related orgs
    $0
    Other
    $88,334
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $352,639
    Bonus
    $78,000
    Other
    $1,980
    Deferred
    $32,580
    Nontaxable benefits
    $55,754
    Filer's total
    $520,953

  • DILEO RUSSELL

    COMPTROLLER

    Total calculated
    $491,939
    From this org
    $402,953
    From related orgs
    $0
    Other
    $88,986
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $290,710
    Bonus
    $60,000
    Other
    $52,243
    Deferred
    $27,646
    Nontaxable benefits
    $61,340
    Filer's total
    $491,939

  • DINGFIELD MARK

    VP FIN & TREAS-AS OF 10/17/22

    Total calculated
    $459,063
    From this org
    $416,058
    From related orgs
    $0
    Other
    $43,005
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $395,683
    Bonus
    $20,000
    Other
    $375
    Deferred
    $27,450
    Nontaxable benefits
    $15,555
    Filer's total
    $459,063

  • MCCOURT MARYFRANCES

    FORMER SVP FINANCE & TREASURER

    Total calculated
    $431,519
    From this org
    $382,774
    From related orgs
    $0
    Other
    $48,745
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $168,829
    Bonus
    $50,000
    Other
    $163,945
    Deferred
    $15,543
    Nontaxable benefits
    $33,202
    Filer's total
    $431,519

  • HOWARD CHARLES

    VP SOC EQ & COMM, UNIV. CHAPLN

    Total calculated
    $392,696
    From this org
    $319,774
    From related orgs
    $0
    Other
    $72,922
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $256,863
    Bonus
    $56,000
    Other
    $6,911
    Deferred
    $23,811
    Nontaxable benefits
    $49,111
    Filer's total
    $392,696

  • RUSH MAUREEN

    FORMER VP PUBLIC SAFETY

    Total calculated
    $308,486
    From this org
    $269,489
    From related orgs
    $0
    Other
    $38,997
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $200,482
    Bonus
    $45,000
    Other
    $24,007
    Deferred
    $18,716
    Nontaxable benefits
    $20,281
    Filer's total
    $308,486

  • CITRO MICHAEL

    VP & CHIEF OF STAFF

    Total calculated
    $298,171
    From this org
    $267,247
    From related orgs
    $0
    Other
    $30,924
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $238,241
    Bonus
    $0
    Other
    $29,006
    Deferred
    $20,475
    Nontaxable benefits
    $10,449
    Filer's total
    $298,171

  • ANDERSON KATHLEEN

    VP FOR PUBLIC SAFETY

    Total calculated
    $295,052
    From this org
    $247,628
    From related orgs
    $0
    Other
    $47,424
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $215,009
    Bonus
    $17,500
    Other
    $15,119
    Deferred
    $21,381
    Nontaxable benefits
    $26,043
    Filer's total
    $295,052

  • HUSSON JAMES

    VP DEVELOPMENT-AS OF 10/17/22

    Total calculated
    $273,006
    From this org
    $262,192
    From related orgs
    $0
    Other
    $10,814
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $203,098
    Bonus
    $0
    Other
    $59,094
    Deferred
    $6,475
    Nontaxable benefits
    $4,339
    Filer's total
    $273,006

  • LAU JOAN DR

    TRUSTEE; ADJ. PROFESSOR

    Total calculated
    $30,600
    From this org
    $30,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • IMASOGIE OSAGIE O ESQ

    TRUSTEE

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • AHMAD HYDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ALBER LAURA J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BANDEEN BONNIE MIAO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BARRETT MICHAEL L

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BARTH BRETT H

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BERNSTEIN ADAM K

    TRUSTEE-THRU 12/31/22

    Total calculated
    $0
    Hours/week
    3

  • BLITZER DAVID S

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • BOK SCOTT L

    CHAIRPERSON, TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CAREY WILLIAM POLK II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DINAN JAMES G

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DUCKWORTH CONNIE K

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • DURAN ALBERTO IVAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ERTEL DAVID

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • FRANKLIN CHRISTOPHER H

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • GERBER MICHAEL F

    TRUSTEE-THRU 5/16/23

    Total calculated
    $0
    Hours/week
    3

  • GOLKIN PERRY ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • GUREGHIAN VAHAN H ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HAIDAS ALEX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HOLMAN WENDY COMMINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HOWELL LLOYD W JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JERATH LYNN J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • KHADJENOURI MASSI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • LACHS SUSANNA E ESQ

    TRUSTEE-THRU 10/20/22

    Total calculated
    $0
    Hours/week
    3

  • LAUDER WILLIAM P

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • KWOK LUNG HONGCHOY GEORGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARTIN PATRICIA MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MCMORRIS MARC F

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MITCHELL MARSHALL PH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MOELIS KENNETH D

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • NEMIROVSKY OFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • O'HERN LYONS CATHERINE M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PAI DHANANJAY M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PEISACH CHERYL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PENN KEVIN S

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PERRY RICHARD C

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PINOLA KRISTA M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PLATT JULIE BEREN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PRICE MICHAEL J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RACHLEFF ANDREW S

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RAGHAVENDRAN RAMANAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ROWAN MARC J

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SCHLEIN THEODORE E

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SCHNITZER ALAN DAVID

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SCHWARTZ BRIAN D

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SEAMAN JULIE BREIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SHAPIRO JOSH HON

    EX-OFFICIO TRUSTEE-AS OF 1/23

    Total calculated
    $0
    Hours/week
    3

  • SHOEMAKER JOHN P

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SNIDER STACEY G

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • STAVIS ROBERT M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • STONE HARLAN M

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • VAGUE RICHARD W

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • WEISS JILL TOPKIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • WERNER MARK B

    TRUSTEE-THRU 12/31/22

    Total calculated
    $0
    Hours/week
    3

  • WOLF THOMAS HON

    EX-OFFICIO TRUSTEE-THRU 1/23

    Total calculated
    $0
    Hours/week
    3

  • HAAS JANET MD

    TRUSTEE EMERITUS-AS OF 10/22

    Total calculated
    $0
    Hours/week
    3

  • HEYER ANDREW R

    TRUSTEE EMERITUS-AS OF 6/23

    Total calculated
    $0
    Hours/week
    3

  • REESE ANN

    TRUSTEE EMERITUS-AS OF 3/23

    Total calculated
    $0
    Hours/week
    3

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1A
DETAIL OF ADDITIONAL BENEFITS FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY DECISION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP TO BE USED BY THE PRESIDENT IN CONNECTION WITH THEIR DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. --------------------
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. 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 "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNTS WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. 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 SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - NO DISTRIBUTION COOPER, JEFFREY - NO DISTRIBUTION DILEO, RUSSELL - NO DISTRIBUTION HEUER, JOHN J. - NO DISTRIBUTION JACKSON, JOHN - NO DISTRIBUTION LEWIS, TREVOR - NO DISTRIBUTION LOPEZ, STACEY - NO DISTRIBUTION MACCARTHY, STEPHEN - NO DISTRIBUTION MCCOURT, MARYFRANCES - $89,808 MITCHELL, JOANN - NO DISTRIBUTION MURPHY, THOMAS - NO DISTRIBUTION NARVEKAR, MEDHA - NO DISTRIBUTION PAPAGEORGE, ANN - NO DISTRIBUTION PELLICANO, GREGORY - NO DISTRIBUTION PRITCHETT, WENDELL - NO DISTRIBUTION ROST, GREGORY - NO DISTRIBUTION WHITE, WENDY S. - NO DISTRIBUTION WITT, MARIE - NO DISTRIBUTION ZELLER, JOHN - $474,025 IN ADDITION, THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A HAS A VESTED BALANCE IN THE SERP WHICH WILL BE RECEIVED UPON SEPARATION: CARNAROLI, CRAIG -------------------- THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ALSO MAINTAINS ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLANS FOR SENIOR EXECUTIVES AS A RETENTION TO THEIR COMMITMENT TO THE UNIVERSITY OF PENNSYLVANIA. CONTRIBUTIONS ARE MADE ANNUALLY AT THE SOLE DISCRETION OF THE UNIVERSITY AS LONG AS THE INDIVIDUAL IS AN ACTIVE EMPLOYEE. VESTING IN THESE ACCOUNTS OCCURS AFTER EACH THREE YEAR 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 THE BALANCE OF THE VESTED SERP ACCOUNT (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES). 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 ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - $2,506,553 CARNAROLI, CRAIG - $499,305 GUTMANN, AMY - $70,389 JAMESON, J. LARRY - $762,659 -------------------- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. 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 HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: CUNNINGHAM, REGINA - $208,692 DRISCOLL, DEBORAH A., MD - NO DISTRIBUTION JOHNSTON, ELIZABETH B. - $667,843 KASPER, KEITH - $275,942 MAHONEY, KEVIN - $281,027 OKALA, PHILIP - $299,941 SESTITO, JOHN - NO DISTRIBUTION VOLPE, MICHELE - $90,150 -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: MARCOTTE, PAUL, MD - NO DISTRIBUTION TAYLOR, JESSE, MD - NO DISTRIBUTION --------------------
SCHEDULE J, PART I, LINE 7
PROVISION OF NON-FIXED PAYMENTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON, AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 4958, ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. -----------------
SCHEDULE J, PART II
ADDITIONAL DETAIL REGARDING CERTAIN COMPENSATION REPORTED N. SCOTT ADZICK, MD, PHILLIP B. STORM, MD, AND JESSE TAYLOR, MD, ALL HOLD ACADEMIC APPOINTMENTS AT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") WHILE PERFORMING CLINICAL PRACTICE DUTIES AT A NEARBY, UNRELATED, THIRD PARTY, CHILDREN'S HOSPITAL (THE "THIRD PARTY HOSPITAL"). FOR ADMINISTRATIVE SIMPLICITY PURPOSES, THE UNIVERSITY PROVIDES THE PAYROLL FUNCTION FOR BOTH PORTIONS OF THESE PHYSICIANS' SALARIES. THE THIRD PARTY HOSPITAL THEN REIMBURSES THE UNIVERSITY FOR THE CLINICAL PORTIONS OF THE PHYSICIANS' SALARIES. --------------------

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202441349349304879

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.