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← UPMC

Form 990 for tax year 2022

Filed by UPMC.

Totals

Total revenue
$16,632,026
Total expenses
$26,250,840
Contributions and grants received
$402,361
Grants paid
$1,000
Program service revenue
$16,168,351
Investment income
$8,016
Other revenue
$53,298
Total assets, end of year
$11,634,559
Total liabilities, end of year
$49,625,722
Net assets or fund balances, end of year
-$37,991,163
Program services expenses (Part IX)
$20,924,512
Management and general expenses
$5,326,328
Fundraising expenses
$0
Program service expenses (Part III)
$20,924,512

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Alison Bernhardt

    Treasurer/CFO (R 1/23)

    Total calculated
    $573,864
    From this org
    $0
    From related orgs
    $550,610
    Other
    $23,254
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,430 related
    Bonus
    $0 + $200,000 related
    Other
    $0 + $9,180 related
    Deferred
    $0 + $18,785 related
    Nontaxable benefits
    $0 + $4,469 related
    Filer's total
    $0 + $573,864 related

  • Barry Albertson

    Director/Sys Dir., Ops Comm Life

    Total calculated
    $191,994
    From this org
    $171,600
    From related orgs
    $0
    Other
    $20,394
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,009
    Bonus
    $716
    Other
    $875
    Deferred
    $12,810
    Nontaxable benefits
    $7,584
    Filer's total
    $191,994

  • Philip W Guarneschelli

    President & CEO (R 9/22)

    Total calculated
    $1,536,855
    From this org
    $0
    From related orgs
    $1,474,461
    Other
    $62,394
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $581,892 related
    Bonus
    $0 + $540,000 related
    Other
    $0 + $352,569 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $37,994 related
    Filer's total
    $0 + $1,536,855 related

  • Brian Enterline

    Director

    Total calculated
    $0
    Hours/week
    1

  • Craig Skurcenski MD

    Director/VP, Emergency Medicine (R 1/23)

    Total calculated
    $570,009
    From this org
    $0
    From related orgs
    $538,488
    Other
    $31,521
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $396,784 related
    Bonus
    $0 + $126,000 related
    Other
    $0 + $15,704 related
    Deferred
    $0 + $21,996 related
    Nontaxable benefits
    $0 + $9,525 related
    Filer's total
    $0 + $570,009 related

  • Felicia Dell

    Director

    Total calculated
    $0
    Hours/week
    1

  • James Fisher

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michelle Del Pizzo

    Director

    Total calculated
    $141,176
    From this org
    $0
    From related orgs
    $139,847
    Other
    $1,329
    Hours/week
    1 + 40 related

  • Stephen Shaver

    Director

    Total calculated
    $0
    Hours/week
    1

  • Amanda Morgan

    Assistant Treasurer

    Total calculated
    $222,072
    From this org
    $0
    From related orgs
    $194,961
    Other
    $27,111
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,783 related
    Bonus
    $0 + $28,875 related
    Other
    $0 + $303 related
    Deferred
    $0 + $12,219 related
    Nontaxable benefits
    $0 + $14,892 related
    Filer's total
    $0 + $222,072 related

  • Christine Miller Esq

    Secretary/Assoc. Counsel

    Total calculated
    $470,735
    From this org
    $0
    From related orgs
    $408,203
    Other
    $62,532
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,777 related
    Bonus
    $0 + $182,116 related
    Other
    $0 + $1,310 related
    Deferred
    $0 + $38,479 related
    Nontaxable benefits
    $0 + $24,053 related
    Filer's total
    $0 + $470,735 related

  • Greg Mitstifer

    CFO

    Total calculated
    $224,907
    From this org
    $0
    From related orgs
    $193,220
    Other
    $31,687
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $159,917 related
    Bonus
    $0 + $33,000 related
    Other
    $0 + $303 related
    Deferred
    $0 + $11,531 related
    Nontaxable benefits
    $0 + $20,156 related
    Filer's total
    $0 + $224,907 related

  • Kerry Maloney

    Assistant Secretary

    Total calculated
    $194,131
    From this org
    $0
    From related orgs
    $171,153
    Other
    $22,978
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,796 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $1,357 related
    Deferred
    $0 + $3,000 related
    Nontaxable benefits
    $0 + $19,978 related
    Filer's total
    $0 + $194,131 related

  • Chris Solomon

    Paramedic

    Total calculated
    $165,402
    From this org
    $154,980
    From related orgs
    $0
    Other
    $10,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,735
    Bonus
    $0
    Other
    $245
    Deferred
    $8,913
    Nontaxable benefits
    $1,509
    Filer's total
    $165,402

  • Jeffrey Salisbury

    Sr. Professional Paramedic

    Total calculated
    $121,256
    From this org
    $109,521
    From related orgs
    $0
    Other
    $11,735
    Hours/week
    40

  • Joel Hocking

    Operations Manager PA/NY

    Total calculated
    $114,851
    From this org
    $106,770
    From related orgs
    $0
    Other
    $8,081
    Hours/week
    40

  • Joshua Baney

    Paramedic

    Total calculated
    $113,356
    From this org
    $109,071
    From related orgs
    $0
    Other
    $4,285
    Hours/week
    40

  • Matthew Warner

    Sr. Professional Paramedic II

    Total calculated
    $161,935
    From this org
    $150,946
    From related orgs
    $0
    Other
    $10,989
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,747
    Bonus
    $0
    Other
    $199
    Deferred
    $9,214
    Nontaxable benefits
    $1,775
    Filer's total
    $161,935

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

  • 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
  • 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 4a Severance or change-of-control payment
PHILIP GUARNESCHELLI, PRESIDENT AND CEO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $195,608 UPON HIS DEPARTURE FROM THE ORGANIZATION IN CALENDAR YEAR 2022.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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.
Schedule J, Part I, Line 7 Non-fixed payments
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

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401359349312115

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