Totals
- Total revenue
- $4,597,319
- Total expenses
- $5,268,016
- Contributions and grants received
- $3,353,720
- Grants paid
- $4,212,159
- Program service revenue
- $0
- Investment income
- $424,496
- Other revenue
- $819,103
- Total assets, end of year
- $26,406,511
- Total liabilities, end of year
- $81,362
- Net assets or fund balances, end of year
- $26,325,149
- Program services expenses (Part IX)
- $4,307,504
- Management and general expenses
- $245,427
- Fundraising expenses
- $715,085
- Program service expenses (Part III)
- $4,307,504
Program services were 81.8% 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.
-
1c · Fundraising events
$293,026
-
1d · Related organizations
$179,385
-
1e · Government grants (contributions)
$931,940
-
1f · All other contributions, gifts and grants
$1,949,369
-
3 · Investment income
total $424,496 · excluded $424,496
-
6a · Gross rents
real property $30,000
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $30,000
-
6d · Net rental income or loss
total $30,000 · excluded $30,000
-
8a · Fundraising events: gross income
$218,000
-
8a · Fundraising events: contributions included on line 1c
$293,026
-
8b · Fundraising events: direct expenses
$416,096
-
8c · Net income from fundraising events
total -$198,096 · excluded -$198,096
-
9a · Gaming: gross income
$3,179
-
9b · Gaming: direct expenses
$750
-
9c · Net income from gaming
total $2,429 · excluded $2,429
-
11a · Other revenue: MANAGEMENT FEE
total $984,770 · related or exempt $984,770
-
11e · Other revenue, total
$984,770
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,212,159 · program services $4,212,159
-
7 · Other salaries and wages
total $670,421 · program services $67,042 · management and general $100,563 · fundraising $502,816
-
9 · Other employee benefits
total $43,459 · program services $4,346 · management and general $6,519 · fundraising $32,594
-
11c · Fees: accounting
total $29,651 · program services $2,965 · management and general $4,448 · fundraising $22,238
-
11f · Fees: investment management
total $102,410 · management and general $102,410
-
12 · Advertising and promotion
total $20,849 · program services $2,085 · management and general $3,127 · fundraising $15,637
-
13 · Office expenses
total $1,081 · program services $108 · management and general $162 · fundraising $811
-
14 · Information technology
total $32,518 · program services $3,252 · management and general $4,878 · fundraising $24,388
-
16 · Occupancy
total $18,192 · program services $1,819 · management and general $2,729 · fundraising $13,644
-
17 · Travel
total $6,221 · program services $622 · management and general $933 · fundraising $4,666
-
19 · Conferences, conventions and meetings
total $21,668 · program services $2,167 · management and general $3,250 · fundraising $16,251
-
22 · Depreciation, depletion and amortization
total $16,558 · program services $1,656 · management and general $2,484 · fundraising $12,418
-
23 · Insurance
total $15,861 · program services $1,586 · management and general $2,379 · fundraising $11,896
-
24a · Other expenses: SPONSORSHIP
total $54,660 · program services $5,466 · management and general $8,199 · fundraising $40,995
-
24b · Other expenses: FOOD
total $9,773 · program services $977 · management and general $1,466 · fundraising $7,330
-
24c · Other expenses: MEMBERSHIP DUES
total $9,227 · program services $923 · management and general $1,384 · fundraising $6,920
-
24d · Other expenses: MISCELLANEOUS
total $3,308 · program services $331 · management and general $496 · fundraising $2,481
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,380,030 · end of year $2,311,995
-
10a · Land, buildings and equipment: cost or other basis
$316,790
-
10b · Land, buildings and equipment: accumulated depreciation
$192,180
-
10c · Land, buildings and equipment, net
beginning of year $97,726 · end of year $124,610
-
11 · Investments: publicly traded securities
beginning of year $16,045,937 · end of year $16,317,091
-
12 · Investments: other securities
beginning of year $168,255 · end of year $158,539
-
15 · Other assets
beginning of year $6,906,573 · end of year $7,494,276
-
25 · Other liabilities
beginning of year $976,136 · end of year $81,362
-
27 · Net assets without donor restrictions
beginning of year $467,923 · end of year $779,406
-
28 · Net assets with donor restrictions
beginning of year $24,154,462 · end of year $25,545,743
Mission and programs · 2023
Mission
TO SUPPORT UPMC HAMOT IN SERVING OUR PATIENTS, OUR COMMUNITIES, AND ONE ANOTHER IN THE TRADITION OF QUALITY, HEALTH, HEALING, AND EDUCATION.
Activities or mission (Part I)
SUPPORT UPMC HAMOT'S MISSION TO SERVE PATIENTS & COMMUNITY IN THE HAMOT TRADITION OF QUALITY.
-
THE FOUNDATION GIVES SUPPORT TO ITS AFFILIATED ORGANIZATIONS AND THE COMMUNITY THROUGH GRANTS FOR OPERATIONS, PROPERTY, AND EQUIPMENT AND PROGRAMS TO PROMOTE THE MISSION OF THESE OTHER NON-PROFIT ENTITIES. DURING FY24, THE FOUNDATION GAVE GRANTS OF $1,530,888 TO UPMC HAMOT FOR CAPITAL IMPROVEMENTS, ACQUIRING EQUIPMENT, RESEARCH, AND MEDICAL EDUCATION. THE FOUNDATION ALSO AWARDED $102,799 TO ANOTHER AFFILIATE, REGIONAL HEALTH SERVICES, INC. ("RHS") FOR FINANCIAL SUPPORT FOR PROVIDING MEDICAL SERVICES IN A SMALL COMMUNITY. BESIDES THE AFFILIATES, THE FOUNDATION GAVE GRANTS TO ERIE COMMUNITY ENTITIES IN THE AMOUNT OF $1,612,548.
Expenses $4,307,504 · Grants $4,212,159 · Revenue $984,770
As filed on the 2023 return.
Listed in Part VII
-
Beth BurnsideBETH BURNSIDE
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Danielle Bates CPADANIELLE BATES CPA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Harold BenderHAROLD BENDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mbembo BongutuMBEMBO BONGUTU
DIRECTOR
- Total calculated
- $447,515
- From this org
- $0
- From related orgs
- $385,222
- Other
- $62,293
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $305,366 related
- Bonus
- $0 + $77,181 related
- Other
- $0 + $2,675 related
- Deferred
- $0 + $33,332 related
- Nontaxable benefits
- $0 + $28,961 related
- Filer's total
- $0 + $447,515 related
-
Betsy BortBETSY BORT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bishop Dwane BrockBISHOP DWANE BROCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Elliott J Ehrenreich EsqELLIOTT J EHRENREICH ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lorianne FeltzLORIANNE FELTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Emily HirschEMILY HIRSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Margaret JoyMARGARET JOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Abigail LechnerABIGAIL LECHNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert Maholic DoROBERT MAHOLIC DO
DIRECTOR
- Total calculated
- $807,929
- From this org
- $0
- From related orgs
- $758,788
- Other
- $49,141
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $735,061 related
- Bonus
- $0 + $20,553 related
- Other
- $0 + $3,174 related
- Deferred
- $0 + $25,542 related
- Nontaxable benefits
- $0 + $23,599 related
- Filer's total
- $0 + $807,929 related
-
Jennifer Naber MDJENNIFER NABER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Douglas SmithDOUGLAS SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debra UhtDEBRA UHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa WatkinsLISA WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David J ZimmerDAVID J ZIMMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Daniel TeedDANIEL TEED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Garrett A FuhrmanGARRETT A FUHRMAN
DIRECTOR (NON-VOTING)
- Total calculated
- $0
- Hours/week
- 1
-
Allison HodasALLISON HODAS
DIRECTOR (NON-VOTING)
- Total calculated
- $0
- Hours/week
- 1
-
Caroline PattersonCAROLINE PATTERSON
DIRECTOR (NON-VOTING)
- Total calculated
- $0
- Hours/week
- 1
-
Bradley N DingerBRADLEY N DINGER
TREASURER
- Total calculated
- $323,122
- From this org
- $0
- From related orgs
- $284,166
- Other
- $38,956
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $186,621 related
- Bonus
- $0 + $95,000 related
- Other
- $0 + $2,545 related
- Deferred
- $0 + $23,380 related
- Nontaxable benefits
- $0 + $15,576 related
- Filer's total
- $0 + $323,122 related
-
Carrie E EnnisCARRIE E ENNIS
SECRETARY
- Total calculated
- $233,555
- From this org
- $0
- From related orgs
- $201,978
- Other
- $31,577
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $153,268 related
- Bonus
- $0 + $48,250 related
- Other
- $0 + $460 related
- Deferred
- $0 + $15,126 related
- Nontaxable benefits
- $0 + $16,451 related
- Filer's total
- $0 + $233,555 related
-
Charles Boo HagertyCHARLES BOO HAGERTY
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $369,337
- From this org
- $0
- From related orgs
- $326,092
- Other
- $43,245
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $230,262 related
- Bonus
- $0 + $92,622 related
- Other
- $0 + $3,208 related
- Deferred
- $0 + $27,249 related
- Nontaxable benefits
- $0 + $15,996 related
- Filer's total
- $0 + $369,337 related
-
Jaimee BlackJAIMEE BLACK
CHIEF OPERATING OFFICER
- Total calculated
- $168,065
- From this org
- $0
- From related orgs
- $130,225
- Other
- $37,840
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $112,591 related
- Bonus
- $0 + $17,296 related
- Other
- $0 + $338 related
- Deferred
- $0 + $10,954 related
- Nontaxable benefits
- $0 + $26,886 related
- Filer's total
- $0 + $168,065 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, 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE OFFICERS ARE EMPLOYEES OF RELATED ENTITY, UPMC HAMOT, AND SALARY IS DETERMINED COMMENSURATE WITH EQUIVALENT POSITIONS WITHIN THE UPMC SYSTEM. DELIBERATION AND DECISION IS DOCUMENTED WITH UPMC HR AND INCLUDES THE FOLLOWING METHODS: COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE.
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
-
$1,530,888
VARIOUS PROJECTS AND PROGRAMS
-
COMMUNITY HEALTH AND RESEARCH
-
$336,572
COMMUNITY HEALTH AND RESEARCH
-
ERIE CENTER FOR ARTS AND TECHNOLOGY
$218,477
COMMUNITY HEALTH AND RESEARCH
-
VENANGO COUNTY
$144,147
COMMUNITY HEALTH AND RESEARCH
-
HILLMAN CANCER CENTER PROJECT
$116,457
COMMUNITY HEALTH AND RESEARCH
-
$102,799
NORTH EAST HEALTHCARE
-
PRISCHAK FAMILY PARTNERSHIP
$82,256
COMMUNITY HEALTH AND RESEARCH
-
$55,000
COMMUNITY HEALTH AND RESEARCH
-
$38,339
COMMUNITY HEALTH AND RESEARCH
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) · OUTPATIENT SERVICES · PA
Directly controlled by UPMC HAMOT (HAMOT MEDICAL CENTER)
-
UPMC HAMOT (HAMOT MEDICAL CENTER)
501(C)(3) · HOSPITAL · PA
Directly controlled by UPMC
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ADOLF CURTZE TW
T · TRUST · PA · 100% owned · share of income $215,317 · share of assets $3,440,458 · controlled entity
Directly controlled by HAMOT HEALTH FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511349349301601
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.