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Nonprofiteer
← UPMC

Form 990 for tax year 2023

Filed by UPMC.

Totals

Total revenue
$131,584,540
Total expenses
$132,693,937
Contributions and grants received
$659,802
Grants paid
$183,556
Program services expenses (Part IX)
$124,772,167
Management and general expenses
$7,921,770
Fundraising expenses
$0
Program service expenses (Part III)
$124,772,167

Program services were 94.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DOUG NEIDICH

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 19 related

  • MARK GLESSNER

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • ANTHONY GUARRACINO DO

    DIRECTOR

    Total calculated
    $515,556
    From this org
    $0
    From related orgs
    $480,402
    Other
    $35,154
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,240 related
    Bonus
    $0 + $69,396 related
    Other
    $0 + $6,766 related
    Deferred
    $0 + $24,560 related
    Nontaxable benefits
    $0 + $10,594 related
    Filer's total
    $0 + $515,556 related

  • JOEL YUHAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • AMY MEISTER DO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • EILEEN SIMMONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • THOMAS NICHOLSON MD

    DIRECTOR

    Total calculated
    $814,417
    From this org
    $0
    From related orgs
    $776,112
    Other
    $38,305
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $772,524 related
    Bonus
    $0
    Other
    $0 + $3,588 related
    Deferred
    $0 + $27,983 related
    Nontaxable benefits
    $0 + $10,322 related
    Filer's total
    $0 + $814,417 related

  • RICHARD HAMILTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • ROBERT MONTLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • YVONNE HOLLINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • KATHLEEN PAVELKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • BARRY SCHOCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • PAUL SPEARS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • JONATHAN VIPOND III ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • JOHN HICKEY

    DIRECTOR

    Total calculated
    $296,936
    From this org
    $0
    From related orgs
    $254,987
    Other
    $41,949
    Hours/week
    1 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,101 related
    Bonus
    $0 + $42,000 related
    Other
    $0 + $2,886 related
    Deferred
    $0 + $17,787 related
    Nontaxable benefits
    $0 + $24,162 related
    Filer's total
    $0 + $296,936 related

  • TROY MORITZ DO

    DIRECTOR (R 6/24)

    Total calculated
    $929,845
    From this org
    $0
    From related orgs
    $891,490
    Other
    $38,355
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,685 related
    Bonus
    $0 + $318,014 related
    Other
    $0 + $4,791 related
    Deferred
    $0 + $28,104 related
    Nontaxable benefits
    $0 + $10,251 related
    Filer's total
    $0 + $929,845 related

  • DAVID MARTIN

    DIRECTOR (R 12/23)

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • 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

  • GREG MITSTIFER

    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

  • CHRISTINE MILLER ESQ

    SECRETARY/ASSOC. COUNSEL

    Total calculated
    $504,918
    From this org
    $0
    From related orgs
    $427,887
    Other
    $77,031
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,850 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 + $504,918 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

  • 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

  • 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

  • LAURA COPPULA

    PHARMACIST

    Total calculated
    $194,954
    From this org
    $174,609
    From related orgs
    $0
    Other
    $20,345
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,664
    Bonus
    $0
    Other
    $945
    Deferred
    $15,344
    Nontaxable benefits
    $5,001
    Filer's total
    $194,954

  • DAVID BENNER

    PHARMACIST

    Total calculated
    $188,271
    From this org
    $171,679
    From related orgs
    $0
    Other
    $16,592
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,188
    Bonus
    $0
    Other
    $1,491
    Deferred
    $14,560
    Nontaxable benefits
    $2,032
    Filer's total
    $188,271

  • BARRY MITCHNECK

    CNO, DIRECTOR PATIENT CARE SVCS.

    Total calculated
    $187,530
    From this org
    $171,187
    From related orgs
    $0
    Other
    $16,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,635
    Bonus
    $0
    Other
    $1,552
    Deferred
    $14,441
    Nontaxable benefits
    $1,902
    Filer's total
    $187,530

  • JOHN SOKSO

    PHARMACIST

    Total calculated
    $182,658
    From this org
    $165,612
    From related orgs
    $0
    Other
    $17,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,641
    Bonus
    $0
    Other
    $971
    Deferred
    $14,367
    Nontaxable benefits
    $2,679
    Filer's total
    $182,658

  • MARIA FINNEY

    SUPV. CHIEF PHARMACIST

    Total calculated
    $180,588
    From this org
    $162,130
    From related orgs
    $0
    Other
    $18,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,887
    Bonus
    $0
    Other
    $243
    Deferred
    $9,629
    Nontaxable benefits
    $8,829
    Filer's total
    $180,588

  • PHILIP W GUARNESCHELLI

    FMR PRESIDENT AND 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
    Bonus
    $0 + $293,412 related
    Other
    $0 + $834,683 related
    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
UPMC LITITZ 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 IN CALENDAR YEAR 2023 RELATED TO HIS DEPARTURE FROM THE ORGANIZATION. 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

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
12 May 2025
IRS schema version
2023v6.0
Source object
202501339349305605

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

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