UPMC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UPMC (EIN 25-1778658)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-13
- IRS object ID
- 202541339349303989
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T12:49:20-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251778658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC PINNACLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPMC | BusinessNameControlTxt |
| Phone | 7172318245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 171058700 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG MITSTIFER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7172318245 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2025-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG MITSTIFER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 171058700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $229,984,107 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPMC.COM/CAMPAIGNS/SOUTHCENTRAL-PA | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE MANAGEMENT AND CONSULTATIVE SERVICES TO AFFILIATED TAX-EXEMPT ENTITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 730 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $224,053 | PYContributionsGrantsAmt |
| CY Contributions Grants | $789,889 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $194,587,823 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $217,939,218 | CYProgramServiceRevenueAmt |
| PY Investment Income | $42,502 | PYInvestmentIncomeAmt |
| CY Investment Income | $59,873 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,840,302 | PYOtherRevenueAmt |
| CY Other Revenue | $11,190,781 | CYOtherRevenueAmt |
| PY Total Revenue | $201,694,680 | PYTotalRevenueAmt |
| CY Total Revenue | $229,979,761 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,410 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $528,666 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $107,149,470 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $114,066,591 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $94,552,611 | PYOtherExpensesAmt |
| CY Other Expenses | $114,224,194 | CYOtherExpensesAmt |
| PY Total Expenses | $201,713,491 | PYTotalExpensesAmt |
| CY Total Expenses | $228,819,451 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$18,811 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,160,310 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $614,129,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $291,621,322 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $280,155,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,083,751 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $333,974,148 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $261,537,571 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UPMC PINNACLE (A.K.A., UPMC IN CENTRAL PA.) IS A DIVISION OF UPMC. UPMC IS A WORLD-RENOWNED NONPROFIT HEALTH CARE PROVIDER AND INSURER WITH 100,000 EMPLOYEES-INCLUDING MORE THAN 5,000 PHYSICIANS-CARING FOR PATIENTS ACROSS MORE THAN 40 HOSPITALS AND 800 OUTPATIENT SITES IN PENNSYLVANIA, NEW YORK, AND MARYLAND, AS WELL AS OVERSEAS. UPMC INSURANCE SERVICES COVERS MORE THAN 4 MILLION MEMBERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $174,575,917 | ExpenseAmt |
| Grant | $528,666 | GrantAmt |
| Revenue | $217,939,218 | RevenueAmt |
| Desc | UPMC PINNACLE (A.K.A., UPMC IN CENTRAL PA) ENCOMPASSES 1,226 LICENSED BEDS, HAS SEVEN ACUTE CARE HOSPITALS AND OFFERS THE HELEN M. SIMPSON REHAB HOSPITAL, A 55-BED INPATIENT REHAB HOSPITAL JOINTLY OWNED WITH SELECT MEDICAL. UPMC IN CENTRAL PA OFFERS ACCESS TO MORE THAN 200 OUTPATIENT LOCATIONS, INCLUDING PRIMARY AND SPECIALTY CARE, UPMC URGENT CARE CENTERS, AND UPMC HILLMAN CANCER CENTERS. UPMC HAS MORE THAN 13,000 EMPLOYEES, INCLUDING MORE THAN 3,100 PHYSICIANS AND ALLIED HEALTH PROFESSIONALS. DURING FISCAL YEAR 2024, (JULY 2023 - JUNE 2024), UPMC IN CENTRAL PA ADMITTED 53,000 INPATIENTS, AND RECORDED MORE THAN RECORDED 267,000 INPATIENT DAYS, 239,000 EMERGENCY ROOM VISITS, 1.5 MILLION OUTPATIENT VISITS, 56,000 SURGERIES 5,600 BIRTHS/DELIVERIES, 77 TRANSPLANTS, AND PARTICIPATED IN MORE THAN 400 CLINICAL TRIALS. UPMC IN CENTRAL PA'S MEMBER ORGANIZATIONS PROVIDED CHARITY CARE AND OTHER UNCOMPENSATED CARE, INCLUDING MEDICAID AND MEDICARE SHORTFALLS, AT A COST OF ALMOST $406,000,000. THE COMMUNITIES SERVED BY UPMC IN CENTRAL PA'S MEMBER ORGANIZATIONS ARE IN AN ECONOMICALLY DISTRESSED AND MEDICALLY UNDERSERVED AREA. IN THE YEAR ENDED JUNE 30, 2024, UPMC IN CENTRAL PA'S MEMBER ORGANIZATIONS PROVIDED COMMUNITY SERVICE PROGRAMS AND OTHER FUNDING AT A COST OF OVER $49,600,000 AND FUNDING FOR EDUCATION AND RESEARCH AT A COST OF APPROXIMATELY $30,200,000. | Desc |
| Total Program Service Expenses | $174,575,917 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 730 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG MITSTIFER CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172318032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 171058700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS NEIDICH | |||||||||
| BOARD CHAIRMAN | 1.00 | 19.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK GLESSNER | |||||||||
| BOARD VICE CHAIRMAN | 1.00 | 7.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY GUARRACINO DO | |||||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $480,402 | $35,154 | |||
| JOEL YUHAS | |||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY MEISTER DO | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| BARRY SCHOCH | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN SIMMONS | |||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN VIPOND III ESQ | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN PAVELKO | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SPEARS MD | |||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD HAMILTON | |||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MONTLER | |||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| YVONNE HOLLINS | |||||||||
| DIRECTOR | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS NICHOLSON MD | |||||||||
| DIRECTOR | 1.00 | 46.00 | Yes (X) | $0 | $776,112 | $38,305 | |||
| TROY MORITZ DO | |||||||||
| DIRECTOR (R 6/24) | 1.00 | 40.00 | Yes (X) | $0 | $891,490 | $38,355 | |||
| JOHN HICKEY | |||||||||
| DIRECTOR | 1.00 | 6.00 | Yes (X) | $0 | $254,987 | $41,949 | |||
| DAVID MARTIN | |||||||||
| DIRECTOR (R 12/23) | 1.00 | 8.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GIBBONS | |||||||||
| PRESIDENT | 5.00 | 47.00 | Yes (X) | $0 | $1,206,540 | $140,493 | |||
| CHRISTINE MILLER ESQ | |||||||||
| SECRETARY/ASSOC. COUNSEL | 5.00 | 45.00 | Yes (X) | $0 | $427,887 | $77,031 | |||
| KERRY MALONEY | |||||||||
| ASSISTANT SECRETARY | 5.00 | 45.00 | Yes (X) | $0 | $198,776 | $44,942 | |||
| GREG MITSTIFER | |||||||||
| CFO | 5.00 | 47.00 | Yes (X) | $0 | $251,282 | $47,616 | |||
| AMANDA MORGAN | |||||||||
| ASSISTANT TREASURER | 40.00 | 9.00 | Yes (X) | $234,304 | $0 | $41,705 | |||
| LOUIS BAVERSO | |||||||||
| PRESIDENT & COO (R 9/23) | 40.00 | 10.00 | Yes (X) | $785,603 | $0 | $65,783 | |||
| JOHN GOLDMAN | |||||||||
| VP, MEDICAL AFFAIRS | 40.00 | 2.00 | $567,477 | $0 | $77,525 | Yes (X) | |||
| ELIZABETH RITTER | |||||||||
| PRESIDENT, UPMC HARRISBURG | 40.00 | 1.00 | $471,847 | $0 | $93,497 | Yes (X) | |||
| PAUL TOBUREN | |||||||||
| VP, FACILITIES & SUPPORT | 40.00 | 0.00 | $432,179 | $0 | $97,165 | Yes (X) | |||
| DEBORAH WILLWERTH | |||||||||
| PRES., UPMC LITITZ & VP, PEDS SRV LINE | 40.00 | 0.00 | $435,227 | $0 | $70,221 | Yes (X) | |||
| ADAM DIMM | |||||||||
| VP, ONCOLOGY SERVICES | 40.00 | 0.00 | $345,204 | $0 | $60,467 | Yes (X) | |||
| PHILIP W GUARNESCHELLI | |||||||||
| FMR PRESIDENT & CEO (R 9/22) | 0.00 | 0.00 | $1,128,095 | $0 | $24,232 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,399,936 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,487,476 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $994,440 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 109 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AEC GROUP LLC | |||||
| 3000 MONTOUR CHURCH RD | OAKDALE | PA | 15071 | IT SERVICES | $1,281,386 |
| COZEN O'CONNOR | |||||
| 1650 MARKET ST STE 2800 | PHILADELPHIA | PA | 19103 | LEGAL SERVICES | $1,000,864 |
| THE SSI GROUP LLC | |||||
| 4721 MORRISON DRIVE | MOBILE | AL | 36609 | CLAIMS PROCESSING | $305,934 |
| IMAGEVISIONNET LLC | |||||
| 5010 RITTER RD STE 101 | MECHANICSBURG | PA | 17055 | BUSINESS SERVICES | $208,438 |
| SKAE POWER SOLUTIONS OF PHILADELPHIA | |||||
| 3445 BRISTOL PIKE | BENSALEM | PA | 19020 | SYSTEM MAINTENANCE | $168,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $679,567 | RelatedOrganizationsAmt |
| Government Grants | $110,322 | GovernmentGrantsAmt |
| Total Contributions | $789,889 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT & SUPPORT | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $217,939,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $217,939,218 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $217,939,218 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,219 | TotalRevenueColumnAmt |
| Exclusion | $64,219 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $4,346 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$4,346 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,346 | TotalRevenueColumnAmt |
| Exclusion | -$4,346 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE INCENTIVES | 900099 | $10,719,193 | $10,719,193 |
| PCARD REBATES | 900099 | $190,160 | $190,160 |
| CONTRACT REVENUE | 900099 | $125,459 | $125,459 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $155,969 | TotalRevenueColumnAmt |
| Exclusion | $155,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $11,190,781 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $229,979,761 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $217,939,218 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,250,654 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,666 | TotalAmt |
| Program Services | $528,666 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,395 | TotalAmt |
| Management And General | $1,127,395 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,152,327 | TotalAmt |
| Management And General | $1,152,327 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,701,336 | TotalAmt |
| Program Services | $66,637,003 | ProgramServicesAmt |
| Management And General | $20,064,333 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,690,151 | TotalAmt |
| Program Services | $2,238,929 | ProgramServicesAmt |
| Management And General | $1,451,222 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,653,746 | TotalAmt |
| Program Services | $13,308,051 | ProgramServicesAmt |
| Management And General | $4,345,695 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,741,636 | TotalAmt |
| Program Services | $2,806,227 | ProgramServicesAmt |
| Management And General | $935,409 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,844 | TotalAmt |
| Management And General | $574,844 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606,783 | TotalAmt |
| Management And General | $606,783 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,547,868 | TotalAmt |
| Program Services | $22,088,124 | ProgramServicesAmt |
| Management And General | $7,459,744 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,312 | TotalAmt |
| Program Services | $255,312 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,920,033 | TotalAmt |
| Program Services | $11,953,382 | ProgramServicesAmt |
| Management And General | $5,966,651 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,999,373 | TotalAmt |
| Program Services | $11,249,530 | ProgramServicesAmt |
| Management And General | $3,749,843 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,901,873 | TotalAmt |
| Program Services | $5,224,718 | ProgramServicesAmt |
| Management And General | $1,677,155 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,315 | TotalAmt |
| Program Services | $456,614 | ProgramServicesAmt |
| Management And General | $30,701 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,163 | TotalAmt |
| Program Services | $48,163 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,333 | TotalAmt |
| Program Services | $417,359 | ProgramServicesAmt |
| Management And General | $133,974 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,356,966 | TotalAmt |
| Program Services | $19,495,274 | ProgramServicesAmt |
| Management And General | $2,861,692 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CLINICALLY INTEGRATED N | $11,742,179 | $10,297,891 | $1,444,288 |
| BAD DEBT EXPENSE | $3,171,352 | $3,171,352 | |
| MISCELLANEOUS EXPENSES | $2,339,859 | $2,052,090 | $287,769 |
| REPAIRS AND MAINTENANCE | $942,465 | $826,542 | $115,923 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,778,476 | TotalAmt |
| Program Services | $1,520,690 | ProgramServicesAmt |
| Management And General | $257,786 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,819,451 | TotalAmt |
| Program Services | $174,575,917 | ProgramServicesAmt |
| Management And General | $54,243,534 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,232,207 | BOYAmt |
| EOY | $13,481,959 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,949,083 | BOYAmt |
| EOY | $5,186,459 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,216,801 | BOYAmt |
| EOY | $1,248,607 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,854,225 | BOYAmt |
| EOY | $303,001,199 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,621,377 | BOYAmt |
| EOY | $2,079,241 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,959,674 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,190,875 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,727,298 | BOYAmt |
| EOY | $2,768,799 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,111,367 | BOYAmt |
| EOY | $29,407,887 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$78,864,752 | BOYAmt |
| EOY | -$87,284,467 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,282,384 | BOYAmt |
| EOY | $21,731,638 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,129,990 | BOYAmt |
| EOY | $291,621,322 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,838,630 | BOYAmt |
| EOY | $9,958,934 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,059,566 | BOYAmt |
| EOY | $1,204,484 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,257,646 | BOYAmt |
| EOY | $18,920,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,155,842 | BOYAmt |
| EOY | $30,083,751 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,974,148 | BOYAmt |
| EOY | $261,537,571 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,974,148 | BOYAmt |
| EOY | $261,537,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,129,990 | BOYAmt |
| EOY | $291,621,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,160,310 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$73,596,887 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 9 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (9 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| UPMC PINNACLE HOSPITALS | ||||
| 251778644 | 3 | 0 | $0 | $0 |
| PINNACLE HEALTH MEDICAL SERVICES | ||||
| 251709054 | 3 | 0 | $0 | $0 |
| COMMUNITY LIFE TEAM | ||||
| 231890444 | 10 | 0 | $0 | $0 |
| UPMC LITITZ | ||||
| 820844453 | 3 | 0 | $0 | $0 |
| UPMC MEMORIAL | ||||
| 820912090 | 3 | 0 | $0 | $0 |
| UPMC CARLISLE | ||||
| 820880337 | 3 | 0 | $0 | $0 |
| UPMC PINNACLE LANCASTER | ||||
| 820896436 | 3 | 0 | $0 | $0 |
| PINNACLE HEALTH REGIONAL PHYSICIANS | ||||
| 820947698 | 3 | 0 | $0 | $0 |
| UPMC HANOVER | ||||
| 231360851 | 3 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 9 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 SCHEDULE A, PART I | FORM 990, SCH A, PART I, LINE 12G, COLUMN (IV) LISTED ORGANIZATIONS: THE GOVERNING DOCUMENTS OF UPMC PINNACLE DO NOT SPECIFICALLY NAME THE ORGANIZATIONS TO WHICH SUPPORT IS PROVIDED; HOWEVER, IT DOES MEET THE REQUIREMENTS OF SECTION 509(A)-4(D)(2)(I) BY DESIGNATING ITS PUBLICLY SUPPORTED ORGANIZATIONS TO BE ANY OTHER ORGANIZATION AFFILIATED WITH THE CORPORATION WHICH QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTIONS 501(C)(3), 509(A)(1), OR 509(A)(2). FORM 990, SCHEDULE A, PART I, LINE 12G, COLUMN (VII) - AMOUNT OF SUPPORT: UPMC PINNACLE DOES NOT PROVIDE MONETARY SUPPORT TO ITS SUPPORTED ORGANIZATIONS, EXCEPT AMOUNTS WHICH MAY BE SPECIFICALLY DESIGNATED AS CONTRIBUTIONS PER SCHEDULE IX, FUNCTIONAL EXPENSES. SUPPORT IS PROVIDED IN THE FORM OF MANAGEMENT AND CONSULTATIVE SERVICES TO ITS AFFILIATED ORGANIZATIONS. |
| SCHEDULE A, PART IV, LINE 1: | THE FILING ORGANIZATION IS THE PARENT OF ORGANIZATIONS WHICH ARE RELATED BY BOTH A COMMON MANAGEMENT TEAM AND COMMON BOARD MEMBERS. HISTORICALLY AND OPERATIONALLY, THE FILING ORGANIZATION SUPPORTS ITS SUPPORTED ORGANIZATIONS THROUGH MANAGEMENT AND CONSULTING SERVICES. |
| SECTION C, LINE 1: | THERE ARE COMMON BOARD DIRECTORS FOR EACH SUPPORTED ORGANIZATION. HOWEVER, THE NUMBER OF SUPPORTING ORGANIZATION BOARD DIRECTORS ARE NOT NECESSARILY A MAJORITY OF THE SUPPORTED ORGANIZATIONS' BOARDS. A COMMON MANAGEMENT TEAM HAS OPERATIONAL CONTROL OVER ALL RELATED ORGANIZATIONS WHICH ALLOWS THE SUPPORTING ORGANIZATION TO SUPPORT ITS SUPPORTED ORGANIZATIONS. |
| SCHEDULE A, PART IV, LINE 7: | THE EXEMPT ORGANIZATION (EO) PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD). ALTHOUGH THE IRS REQUIRES REPORTING IN THE LOAN SECTION OF SCHEDULE L, CASD IS NOT AN ACTUAL LOAN AND NO FUNDS ARE TRANSFERRED TO THE FORMER EXECUTIVE. RATHER, THE "LOAN" TREATMENT APPLIES BECAUSE AFTER THE FORMER EXECUTIVE HAS RECEIVED RETIREMENT BENEFITS, THE EO RECOVERS ALL OF ITS OUTLAYS PLUS INTEREST. THE RECOVERY RIGHT IS A KEY ADVANTAGE OF CASD FOR THE EO. RATHER THAN PAYING RETIREMENT BENEFITS TO THE FORMER EXECUTIVE THAT WOULD NEVER BE RECOVERED, UNDER CASD THE EO RECOVERS NOT ONLY ITS OUTLAYS, BUT ALSO CONSIDERATION FOR THE TIME VALUE OF MONEY. CASD WORKS AS FOLLOWS: THE EO DEPOSITS FUNDS INTO A CASH VALUE LIFE INSURANCE POLICY ON THE FORMER EXECUTIVE'S LIFE. DURING LIFE, TO THE EXTENT THE FORMER EXECUTIVE FULFILLS SERVICE AND VESTING REQUIREMENTS, THE FORMER EXECUTIVE CAN BORROW AGAINST VALUES IN THE POLICY TO SUPPLEMENT RETIREMENT INCOME. POLICY PERFORMANCE IS CLOSELY MONITORED. IF POLICY PERFORMANCE LAGS, THE FORMER EXECUTIVE'S BORROWING RIGHTS ARE REDUCED TO PROTECT THE EO'S RECOVERY RIGHTS. AT THE FORMER EXECUTIVE'S DEATH, THE POLICY DEATH PROCEEDS ARE FIRST USED TO REPAY THE EO ITS DEPOSITS PLUS COMPOUNDED INTEREST (AT THE IRS LONG-TERM APPLICABLE FEDERAL RATE). THE FORMER EXECUTIVE'S BENEFICIARY THEN RECEIVES ANY PROJECTED RETIREMENT BORROWING THE FORMER EXECUTIVE DID NOT ACCESS DURING LIFE. ANY REMAINING DEATH PROCEEDS: -ARE AVAILABLE TO BE PAID TO THE FORMER EXECUTIVE'S BENEFICIARY. -ARE DIVIDED BETWEEN THE EO AND THE FORMER EXECUTIVE'S BENEFICIARY. -WERE AVAILABLE TO BE PAID TO THE FORMER EXECUTIVE'S BENEFICIARY. HOWEVER, THE FORMER EXECUTIVE DECIDED TO MAKE A GIFT OF THE EXCESS PROCEEDS TO THE EO TO PROVIDE ADDITIONAL FUNDING FOR THE EO'S CHARITABLE ACTIVITIES. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $228,819,451 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $3,181,944,093 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $228,819,451 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $3,181,944,093 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,257 | CurrentYearMinus3Amt |
| Current Year Minus2 | $27,807 | CurrentYearMinus2Amt |
| Current Year Minus1 | $29,673 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $67,737 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,014 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,568 | DepreciationAmt |
| Book Value | $16,446 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,719,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,404,850 | DepreciationAmt |
| Book Value | $314,558 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,222,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,784,457 | DepreciationAmt |
| Book Value | $2,437,795 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,768,799 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN UNITED CENTRAL PA RECIPROCAL RISK RETENTION GROUP | Desc |
| Book Value | $29,407,887 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $29,407,887 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED AFFILIATES | $19,797,115 |
| NOTE REC. LT - JC BLAIR | $1,934,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $21,731,638 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MALPRACTICE LOSS RESERVE | Desc |
| Amt | $18,920,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,920,333 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AN EXTERNAL AUDIT IS COMPLETED AT A CONSOLIDATED UPMC SYSTEM LEVEL ONLY, INCLUDING UPMC AND ALL TAXABLE AND TAX-EXEMPT SUBSIDIARIES. TAX BENEFITS ARE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. SUCH TAX POSITIONS ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAX AUTHORITIES ASSUMING FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. AS OF JUNE 30, 2024, UPMC DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS RECORDED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BENT CREEK COUNTRY CLUB | ||||||||
| 620 BENT CREEK DR | LITITZ | PA | 17543 | 232621381 | 501(C)(7) | $6,630 | $0 | GENERAL OPERATIONS |
| CARLISLE AREA ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 801 S HANOVER STREET | CARLISLE | PA | 17013 | 231702304 | 501(C)(3) | $18,661 | $0 | GENERAL OPERATIONS |
| CUMBERLAND VALLEY BUSINESS ALLIANCE | ||||||||
| 100 LINCOLN WAY EAST SUITE A | CHAMBERSBURG | PA | 17201 | 861514880 | 501(C)(6) | $7,295 | $0 | GENERAL OPERATIONS |
| GETTYSBURG ADAMS CHAMBER OF COMMERCE | ||||||||
| 1382 BIGLERVILLE RD | GETTYSBURG | PA | 17325 | 231332240 | 501(C)(6) | $6,945 | $0 | SPONSORSHIP |
| GREATER CARLISLE AREA CHAMBER OF COMMERCE | ||||||||
| 801 S HANOVER STREET | CARLISLE | PA | 17013 | 230457240 | 501(C)(6) | $8,729 | $0 | GENERAL OPERATIONS |
| HANOVER AREA CHAMBER OF COMMERCE | ||||||||
| 40 YORK ST STE 2 | HANOVER | PA | 17331 | 232290798 | 501(C)(6) | $10,000 | $0 | GENERAL OPERATIONS |
| HARRISBURG REGIONAL CHAMBER | ||||||||
| 3211 NORTH FRONT | HARRISBURG | PA | 171101342 | 251750121 | 501(C)(6) | $41,355 | $0 | GENERAL OPERATIONS |
| HERSHEY DTC LP | ||||||||
| 3528 CONCORD RD | YORK | PA | 17402 | 320504910 | N/A | $25,000 | $0 | SPONSORSHIP |
| LANCASTER CHAMBER OF COMMERCE & INDUSTRY | ||||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | 232095463 | 501(C)(6) | $19,050 | $0 | GENERAL OPERATIONS |
| LEADERSHIP CARLISLE | ||||||||
| 4211 W TRINDLE ROAD | CAMP HILL | PA | 17011 | 251634471 | 501(C)(3) | $10,000 | $0 | GENERAL OPERATIONS |
| LEBANON VALLEY CHAMBER OF COLLEGE | ||||||||
| 604 CUMBERLAND ST | LEBANON | PA | 17042 | 230793765 | 501(C)(6) | $8,042 | $0 | GENERAL OPERATIONS |
| MAIN STREET YORK INC | ||||||||
| 144 ROOSEVELT AVE STE 100 | YORK | PA | 17401 | 232411781 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATIONS |
| NORTHERN LANCASTER COUNTY CHAMBER OF COMMERCE | ||||||||
| PO BOX 723 | EPHRATA | PA | 17522 | 232489968 | 501(C)(6) | $6,400 | $0 | GENERAL OPERATIONS |
| ON-LINE PUBLISHERS INC | ||||||||
| 808 PADDINGTON DR | LANCASTER | PA | 17601 | 232912172 | N/A | $32,380 | $0 | GENERAL OPERATIONS |
| STRAWBERRY SQUARE CONDOMINIUM ASSOCIATION | ||||||||
| 320 MARKET ST STE 273E | HARRISBURG | PA | 17101 | 474011923 | N/A | $30,000 | $0 | SPONSORSHIP |
| WEST SHORE CHAMBER OF COMMERCE | ||||||||
| 4211 TRINDLE ROAD | CAMP HILL | PA | 17011 | 231329320 | 501(C)(6) | $19,170 | $0 | GENERAL OPERATIONS |
| WHITAKER CENTER FOR SCIENCE AND ARTS | ||||||||
| 222 MARKET STREET | HARRISBURG | PA | 17101 | 251724566 | 501(C)(3) | $80,000 | $0 | SPONSORSHIP |
| WITF INC | ||||||||
| 4801 LINDLE ROAD | HARRISBURG | PA | 17111 | 231629016 | 501(C)(3) | $19,500 | $0 | GENERAL OPERATIONS |
| YORK COUNTY ECONOMIC ALLIANCE | ||||||||
| 144 ROOSEVELT AVE STE 100 | YORK | PA | 17401 | 453777710 | 501(C)(6) | $25,974 | $0 | SPONSORSHIP |
| UPMC PINNACLE FOUNDATION | ||||||||
| PO BOX 8700 | HARRISBURG | PA | 171058700 | 222691718 | 501(C)(3) | $12,690 | $0 | GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 14 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION SUPPORTS COMMUNITY-BASED PROGRAMS THAT SUPPORT THE MISSION OF UPMC PINNACLE. CONTRIBUTIONS ARE GIVEN FREELY AND USE OF FUNDS IS NOT MONITORED ONCE THE MONIES ARE DISBURSED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID GIBBONS | ||||||||||||||
| PRESIDENT | $0 | $574,656 | $0 | $500,000 | $0 | $131,884 | $0 | $126,712 | $0 | $13,781 | $0 | $1,347,033 | $0 | $74,725 |
| PHILIP W GUARNESCHELLI | ||||||||||||||
| FMR PRESIDENT & CEO (R 9/22) | $0 | $0 | $293,412 | $0 | $834,683 | $0 | $0 | $0 | $24,232 | $0 | $1,152,327 | $0 | $0 | $0 |
| TROY MORITZ DO | ||||||||||||||
| DIRECTOR (R 6/24) | $0 | $568,685 | $0 | $318,014 | $0 | $4,791 | $0 | $28,104 | $0 | $10,251 | $0 | $929,845 | $0 | $0 |
| LOUIS BAVERSO | ||||||||||||||
| PRESIDENT & COO (R 9/23) | $320,681 | $0 | $440,000 | $0 | $24,922 | $0 | $26,400 | $0 | $39,383 | $0 | $851,386 | $0 | $22,500 | $0 |
| THOMAS NICHOLSON MD | ||||||||||||||
| DIRECTOR | $0 | $772,524 | $0 | $0 | $0 | $3,588 | $0 | $27,983 | $0 | $10,322 | $0 | $814,417 | $0 | $0 |
| JOHN GOLDMAN | ||||||||||||||
| VP, MEDICAL AFFAIRS | $399,909 | $0 | $150,000 | $0 | $17,568 | $0 | $41,745 | $0 | $35,780 | $0 | $645,002 | $0 | $13,560 | $0 |
| ELIZABETH RITTER | ||||||||||||||
| PRESIDENT, UPMC HARRISBURG | $286,284 | $0 | $185,000 | $0 | $563 | $0 | $52,749 | $0 | $40,748 | $0 | $565,344 | $0 | $0 | $0 |
| PAUL TOBUREN | ||||||||||||||
| VP, FACILITIES & SUPPORT | $298,991 | $0 | $126,014 | $0 | $7,174 | $0 | $65,150 | $0 | $32,015 | $0 | $529,344 | $0 | $0 | $0 |
| ANTHONY GUARRACINO DO | ||||||||||||||
| DIRECTOR | $0 | $404,240 | $0 | $69,396 | $0 | $6,766 | $0 | $24,560 | $0 | $10,594 | $0 | $515,556 | $0 | $0 |
| DEBORAH WILLWERTH | ||||||||||||||
| PRES., UPMC LITITZ & VP, PEDS SRV LI | $316,981 | $0 | $110,000 | $0 | $8,246 | $0 | $32,409 | $0 | $37,812 | $0 | $505,448 | $0 | $3,600 | $0 |
| CHRISTINE MILLER ESQ | ||||||||||||||
| SECRETARY/ASSOC. COUNSEL | $0 | $234,850 | $0 | $190,000 | $0 | $3,037 | $0 | $51,414 | $0 | $25,617 | $0 | $504,918 | $0 | $1,368 |
| ADAM DIMM | ||||||||||||||
| VP, ONCOLOGY SERVICES | $250,169 | $0 | $94,500 | $0 | $535 | $0 | $22,578 | $0 | $37,889 | $0 | $405,671 | $0 | $0 | $0 |
| GREG MITSTIFER | ||||||||||||||
| CFO | $0 | $215,976 | $0 | $34,900 | $0 | $406 | $0 | $15,611 | $0 | $32,005 | $0 | $298,898 | $0 | $0 |
| JOHN HICKEY | ||||||||||||||
| DIRECTOR | $0 | $210,101 | $0 | $42,000 | $0 | $2,886 | $0 | $17,787 | $0 | $24,162 | $0 | $296,936 | $0 | $0 |
| AMANDA MORGAN | ||||||||||||||
| ASSISTANT TREASURER | $199,043 | $0 | $34,900 | $0 | $361 | $0 | $14,998 | $0 | $26,707 | $0 | $276,009 | $0 | $0 | $0 |
| KERRY MALONEY | ||||||||||||||
| ASSISTANT SECRETARY | $0 | $152,360 | $0 | $45,000 | $0 | $1,416 | $0 | $7,633 | $0 | $37,309 | $0 | $243,718 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A YOUNG | PersonNm |
| Relationship With Org | FORMER PRESIDENT | RelationshipWithOrgTxt |
| Loan Purpose | SPLIT DOLLAR INSURANCE PREMIUM ARRANGEMENT | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $400,000 | OriginalPrincipalAmt |
| Balance Due | $1,248,607 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,248,607 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CAMPUS SQUARE PARTNERS | |||
| BOARD MEMBER DOUGLAS A. NEIDICH IS PARTNER OF INTERESTED PERSON | $436,745 | RENT | 0 |
| MICHAEL HESS | |||
| INTERESTED PERSON IS FAMILY MEMBER OF OFFICER PHILIP GUARNESCHELLI | $103,347 | COMPENSATION | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS | FormAndLineReferenceDesc |
| Explanation | THE EO PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD). ALTHOUGH THE IRS REQUIRES REPORTING IN THE LOAN SECTION OF SCHEDULE L, CASD IS NOT AN ACTUAL LOAN. NO FUNDS ARE TRANSFERRED TO THE EXECUTIVE. RATHER, THE "LOAN" TREATMENT APPLIES BECAUSE AFTER THE EXECUTIVE HAS RECEIVED RETIREMENT BENEFITS, THE EO RECOVERS ALL OF ITS OUTLAYS PLUS INTEREST.THE RECOVERY RIGHT IS A KEY ADVANTAGE OF CASD FOR THE EO. RATHER THAN PAYING RETIREMENT BENEFITS TO THE EXECUTIVE THAT WOULD NEVER BE RECOVERED, UNDER CASD THE EO RECOVERS NOT ONLY ITS OUTLAYS, BUT ALSO CONSIDERATION FOR THE TIME VALUE OF MONEY.CASD WORKS AS FOLLOWS: THE EO DEPOSITS FUNDS INTO A CASH VALUE LIFE INSURANCE POLICY ON THE EXECUTIVE'S LIFE. DURING LIFE, TO THE EXTENT THE EXECUTIVE FULFILLS SERVICE AND VESTING REQUIREMENTS, THE EXECUTIVE CAN BORROW AGAINST VALUES IN THE POLICY TO SUPPLEMENT RETIREMENT INCOME. POLICY PERFORMANCE IS CLOSELY MONITORED. IF POLICY PERFORMANCE LAGS, THE EXECUTIVE'S BORROWING RIGHTS ARE REDUCED TO PROTECT THE EO'S RECOVERY RIGHTS.AT THE EXECUTIVE'S DEATH, THE POLICY DEATH PROCEEDS ARE FIRST USED TO REPAY THE EO ITS DEPOSITS PLUS COMPOUNDED INTEREST (AT THE IRS LONG-TERM APPLICABLE FEDERAL RATE). THE EXECUTIVE'S BENEFICIARY THEN RECEIVES ANY PROJECTED RETIREMENT BORROWING THE EXECUTIVE DID NOT ACCESS DURING LIFE. ANY REMAINING DEATH PROCEEDS:-ARE AVAILABLE TO BE PAID TO THE EXECUTIVE'S BENEFICIARY.-ARE DIVIDED BETWEEN THE EO AND THE EXECUTIVE'S BENEFICIARY.-WERE AVAILABLE TO BE PAID TO THE EXECUTIVE'S BENEFICIARY. HOWEVER, THE EXECUTIVE DECIDED TO MAKE A GIFT OF THE EXCESS PROCEEDS TO THE EO TO PROVIDE ADDITIONAL FUNDING FOR THE EO'S CHARITABLE ACTIVITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1: | UPMC (EIN 23-1423657), A FEDERALLY TAX EXMEPT ENTITY, THE PARENT OF A LARGE INTEGRATED DELIVERY AND FINANCING SYSTEM AND THE PARENT ENTITY OF UPMC PINNACLE, ISSUES AND FILES ALL FORM 1099S FOR UPMC PINNACLE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF UPMC PINNACLE IS UPMC, A FEDERALLY TAX EXEMPT, STATE NONPROFIT ENTITY. IN SEPTEMBER 2017 UPMC PINNACLE AFFILIATED WITH UPMC, A WORLD-RENOWNED INTEGRATED HEALTHCARE DELIVERY AND FINANCING SYSTEM, THAT IS AN INTERNATIONAL LEADER IN PROVIDING CLINICAL CARE, GROUND BREAKING RESEARCH AND TREATMENTS WITH LOCATIONS IN WESTERN AND CENTRAL PENNSYLVANIA, MARYLAND, NEW YORK AND AROUND THE WORLD. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER, UPMC, MAY DESIGNATE DIRECTORS CONSTITUTING APPROXIMATELY ONE THIRD OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION REQUIRE THE APPROVAL OF THE UPMC BOARD AS THE SOLE MEMBER OF UPMC PINNACLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUTHORITY AND RESPONSIBILITY FOR REVIEW OF THE FORM 990 FOR UPMC PINNACLE AND ASSOCIATED SUBSIDIARIES IS DELEGATED TO THE FINANCE COMMITTEE OF THE UPMC PINNACLE BOARD. IN ORDER TO ACCOMPLISH THIS, ALL MEMBERS OF THE FINANCE COMMITTEE ARE PROVIDED WITH A REASONABLE OPPORTUNITY TO REVIEW AND COMMENT TO EXECUTIVE LEADERSHIP ON THE IRS FORMS 990 OF UPMC PINNACLE AND ITS SUBSIDIARIES BEFORE THE RETURNS ARE FILED WITH THE INTERNAL REVENUE SERVICE. IN ADDITION, EACH MEMBER OF THE RESPECTIVE BOARDS OF DIRECTORS WILL BE GIVEN ACCESS TO VIEW HIS OR HER ENTITY'S INDIVIDUAL FORM 990 VIA A SHARED, PASSWORD-PROTECTED WEBSITE. |
| FORM 990, PART VI, SECTION B, LINE 12C | UPMC REQUIRES KEY EMPLOYED AND NON-EMPLOYED PERSONNEL TO COMPLY WITH ITS CONFLICT OF INTEREST POLICIES WHEN THEY ENGAGE IN UPMC-RELATED BUSINESS. PERSONS COVERED BY THE POLICIES INCLUDE: -UPMC BOARD MEMBERS, BOARD COMMITTEE MEMBERS, CORPORATE OFFICERS, AND KEY EMPLOYEES -UPMC PHYSICIANS AND NON-PHYSICIAN EMPLOYEES WHO HOLD A POSITION OF INFLUENCE -IDENTIFIED NON-EMPLOYED MEMBERS OF THE UPMC MEDICAL STAFF WHO HOLD A POSITION OF INFLUENCE OR TRUST-INDIVIDUALS CONDUCTING CLINICAL RESEARCH AT UPMC, WHETHER OR NOT THEY ARE EMPLOYED BY UPMC. THESE INDIVIDUALS ARE REQUIRED TO COMPLETE A QUESTIONNAIRE AT LEAST ANNUALLY, WHICH ALONG WITH OTHER DATA IS USED TO IDENTIFY POSSIBLE INDIVIDUAL AND INSTITUTIONAL CONFLICTS OF INTEREST. IF A POTENTIAL CONFLICT IS IDENTIFIED REGARDING A SPECIFIC UPMC ACTIVITY, THE CORPORATE COMPLIANCE DEPARTMENT, WITH THE ASSISTANCE OF THE LEGAL DEPARTMENT, EITHER DEVELOPS A WRITTEN PLAN DESIGNED TO PREVENT THE CONFLICT FROM INFLUENCING DECISIONS RELATED TO THAT ACTIVITY, OR REQUIRES THAT THE CONFLICTING RELATIONSHIP BE DIVESTED, AS APPROPRIATE. FOR EMPLOYED PERSONNEL AND NON-BOARD MEMBER, NON-EMPLOYED PERSONNEL, THE CONFLICT OF INTEREST IDENTIFICATION AND MANAGEMENT PROCESS IS ULTIMATELY OVERSEEN BY AN ETHICS AND COMPLIANCE COMMITTEE OF THE UPMC BOARD OF DIRECTORS ON BEHALF OF UPMC AND ALL ITS SUBSIDIARIES. POTENTIAL CONFLICT OF INTEREST TRANSACTIONS INVOLVING UPMC BOARD MEMBERS AND ENTITIES WITH WHICH THEY ARE AFFILIATED ARE MONITORED AND SUBJECT TO PRE-APPROVAL BY THE GOVERNANCE AND NOMINATING COMMITTEE OF THE UPMC BOARD OF DIRECTORS. IN ADDITION TO THE GENERAL CORPORATE AND BOARD POLICIES DESCRIBED ABOVE, UPMC HAS ALSO DEVELOPED AND IMPLEMENTED A SEPARATE TAX QUESTIONNAIRE DISTRIBUTED TO OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ANNUALLY THAT SPECIFICALLY ADDRESSES DISCLOSURE REQUIREMENTS OF FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 15 | 15A: THE COMPENSATION COMMITTEE OF THE UPMC PINNACLE BOARD HAS THE AUTHORITY TO DEVELOP AND MAINTAIN EXECUTIVE COMPENSATION TO BE APPROVED BY THE UPMC PINNACLE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE WILL FOLLOW A DILIGENT PROCESS THAT MEETS REGULATORY REQUIREMENTS FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AND PROMOTES EFFECTIVE GOVERNANCE OF EXECUTIVE COMPENSATION, CONSISTENT WITH THE UPMC PINNACLE COMPENSATION PHILOSOPHY. 1. FOLLOW A PROCESS THAT ESTABLISHES AND MAINTAINS A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR ALL EXECUTIVES POTENTIALLY SUBJECT TO INTERMEDIATE SANCTIONS. 2. PREPARE MINUTES FOR EACH MEETING TO RECORD THE TERMS OF THE COMMITTEE'S DECISIONS AND THE PROCESS FOLLOWED IN REACHING THOSE DECISIONS. THESE MINUTES MUST INCLUDE INDICATIONS THAT THE COMMITTEE IS FOLLOWING GOOD PRACTICES IN DEALING WITH CONFLICTS OF INTEREST AND IN OBTAINING AND RELYING ON APPROPRIATE COMPARABILITY DATA ON TOTAL COMPENSATION. 3. SELECT AND DIRECTLY ENGAGE AND SUPERVISE ANY CONSULTANT HIRED BY UPMC PINNACLE TO ADVISE THE COMMITTEE ON EXECUTIVE COMPENSATION. 4. PERIODICALLY EVALUATE THE APPROPRIATENESS OF THIS CHARTER AND THE EFFECTIVENESS OF THE PROCESS THE COMMITTEE USES IN GOVERNING EXECUTIVE COMPENSATION AND REPORT THIS EVALUATION TO THE UPMC PINNACLE BOARD. 5. MONITOR CHANGES IN LAWS AND REGULATIONS PERTAINING TO EXECUTIVE COMPENSATION AND BENEFITS TO SEE THAT UPMC PINNACLE COMPLIES WITH THEM. 6. SEEK OUTSIDE REVIEW OF COMMITTEE OPERATIONS TO ENSURE COMPLIANCE WITH THE IRS REBUTTABLE PRESUMPTION OF REASONABLENESS. 7. REVIEW ACTUAL EXECUTIVE COMPENSATION AND BENEFITS PROVIDED TO CONFIRM CONSISTENCY WITH COMPENSATION AND BENEFITS APPROVED BY THE COMMITTEE. 15B: TO SUPPORT UPMC'S MISSION AND AS SET FORTH IN THE UPMC BYLAWS, THE BOARD OF DIRECTORS HAS FORMED AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") AND DELEGATED TO IT THE RESPONSIBILITY FOR ESTABLISHMENT AND IMPLEMENTATION OF OFFICER AND KEY EMPLOYEE TOTAL COMPENSATION PROGRAMS. AS PART OF THIS RESPONSIBILITY THE COMMITTEE REPORTS REGULARLY TO THE BOARD OF DIRECTORS. WITH BOARD OF DIRECTORS APPROVAL, THE COMMITTEE HAS ADOPTED A FORMAL CHARTER, WHICH INCLUDES THE ESTABLISHMENT OF A COMPENSATION PHILOSOPHY AND RELATED POLICIES WITH RESPECT TO THE TOTAL COMPENSATION PAID BY UPMC TO ITS OFFICERS AND KEY EMPLOYEES. THE UPMC TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES IS PREDICATED UPON AN INCENTIVE COMPENSATION COMPONENT. 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. THE TOTAL COMPENSATION PROGRAM IS INTEGRATED WITH AND REINFORCES THE UPMC BUSINESS PLANNING CYCLE AS WELL AS MANAGEMENT DEVELOPMENT AND SUCCESSION PLANNING PROCESSES. IT IS THE COMMITTEE'S JUDGMENT THAT THE STRUCTURE OF THE TOTAL COMPENSATION PROGRAM IS VITAL TO, AND STRONGLY SUPPORTIVE OF, THE HIGH LEVEL OF ONGOING SUCCESS OF UPMC AND FOSTERS THE RETENTION OF CRITICAL OFFICER AND KEY EMPLOYEE TALENT. THE TOTAL COMPENSATION DETERMINATION PROCESS UTILIZED BY THE COMMITTEE IS INTENDED TO SATISFY THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" AS SET FORTH IN THE REGULATIONS TO SECTION 4958 OF THE INTERNAL REVENUE CODE ("CODE"). THIS MEANS THAT COMPENSATION PROGRAMS AND LEVELS ARE APPROVED IN ADVANCE BY THE COMMITTEE WHICH IS COMPOSED ENTIRELY OF OUTSIDE DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST, AS DEFINED BY THE RELEVANT REGULATIONS, WITH RESPECT TO THE COMPENSATION PROGRAM AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON A BROAD RANGE OF APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATIONS. THE COMMITTEE THEN CONTEMPORANEOUSLY DOCUMENTS, IN FORMAL MEETING MINUTES, THE BASIS AND REASONS FOR ITS DETERMINATIONS. THE TOTAL COMPENSATION PROGRAM IS DESIGNED AND ADMINISTERED IN ACCORDANCE WITH THE UPMC BYLAWS, SOUND BUSINESS PRACTICES, THE TENETS OF COMMON LAW BUSINESS JUDGMENT AND FIDUCIARY RESPONSIBILITY AS WELL AS ADHERENCE TO ALL RELEVANT FEDERAL, STATE AND LOCAL LAWS. IN ADDITION TO CODE SECTION 4958, AS SET FORTH ABOVE, THIS INCLUDES BUT IS NOT LIMITED TO CODE SECTION 501(C)(3) AND THE APPLICABLE REGULATIONS THEREUNDER AS WELL AS ALL LAWS AND REGULATIONS PROHIBITING PRIVATE INUREMENT, PRIVATE BENEFIT TRANSACTIONS AND DISCRIMINATION. FURTHER, THE COMMITTEE HAS IDENTIFIED AND ADOPTED, AS APPROPRIATELY MODIFIED FOR UPMC, COMPENSATION PROGRAM "BEST PRACTICES" FROM THE BUSINESS WORLD (E.G. SARBANES OXLEY, SEC, ETC.). THE COMMITTEE BELIEVES THAT WHILE THESE PRACTICES ARE NOT REQUIRED IN THE TAX-EXEMPT SECTOR, THEY ARE IN THE BEST INTERESTS OF THE ORGANIZATION AND FURTHER SUPPORT UPMC'S NONPROFIT MISSION. IN ACCORDANCE WITH THE ABOVE, DETERMINATION OF TOTAL COMPENSATION FOR THE CEO IS MADE EXCLUSIVELY BY THE COMMITTEE. DETERMINATION OF TOTAL COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS RECOMMENDED BY THE CEO AND SUBJECT TO REVIEW AND APPROVAL BY THE COMMITTEE. THE COMMITTEE, WHICH MEETS AT LEAST FOUR TIMES A YEAR, OBTAINS PROFESSIONAL ADVICE FROM ITS OWN EXPERTS, INCLUDING ACCOUNTANTS, EXECUTIVE COMPENSATION CONSULTANTS AND LEGAL COUNSEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE. |
| PART V, STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE | PART V, LINE 15: UPMC GROUP ENTITIES DO NOT HAVE A SECTION 4960 EXCISE TAX LIABILITY TO REPORT ON FORM 4720 RELATED TO PAYMENTS OF $1 MILLION OR MORE IN REMUNERATION OR EXCESS PARACHUTE PAYMENTS DURING THE TAX YEAR ENDED JUNE 30, 2024. REMUNERATION IS NOT TAKEN INTO ACCOUNT FOR THE PURPOSES OF THE EXCISE TAX IF NO REDUCTION FOR THE REMUNERATION IS ALLOWED BY REASON OF SECTION 162(M). SECTION 162(M) IMPOSES A COMPENSATION DEDUCTION LIMITATION ON CONTROLLED GROUPS SUCH AS THE UPMC CONTROLLED GROUP, THAT INCLUDES ONE OR MORE COVERED HEALTH INSURANCE PROVIDERS. |
| FORM 990, PART IX, LINE 11G | LOCUM TENENS SERVICES: PROGRAM SERVICE EXPENSES 68,853. MANAGEMENT AND GENERAL EXPENSES 9,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 78,510. CONSULTING: PROGRAM SERVICE EXPENSES -125,327. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -125,327. ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 76,195. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,195. PURCHASED LAB SERVICES: PROGRAM SERVICE EXPENSES 22,922. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,922. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 22,121,676. MANAGEMENT AND GENERAL EXPENSES 7,373,892. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,495,568. |
| FORM 990, PART XI, LINE 9: | TRANSFERS FROM EXEMPT AFFILIATES -529,399. CAPITAL COMMITMENT TO UPMC -67,853,026. CAPITAL COMMITMENT TO HANOVER HEALTHCARE PLUS, INC. -241,888. JOINT VENTURES EQUITY METHOD INCOME -4,972,574. |
| PART XII, LINE 2C: | UPMC HAS AN AUDIT COMMITTEE THAT IS ESTABLISHED TO ASSIST THE BOARD OF DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES BY MONITORING UPMC CONSOLIDATED FINANCIAL REPORTS AND OTHER FINANCIAL INFORMATION PROVIDED BY UPMC TO GOVERNMENTAL BODIES, THE PUBLIC OR OTHER EXTERNAL ENTITIES. THE UPMC'S SYSTEM OF INTERNAL CONTROLS REGARDING FINANCE, ACCOUNTING, LEGAL COMPLIANCE AND ETHICS THAT MANAGEMENT AND THE BOARD HAVE ESTABLISHED AND UPMC'S INTERNAL AUDITING, ACCOUNTING AND FINANCIAL REPORTING PROCESSES ALSO PROVIDED OVERSIGHT. |
| PART XII, LINE 2B: | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PART OF A CONSOLIDATED FINANCIAL STATEMENT AUDIT PERFORMED BY EY FOR UPMC AND ALL SUBSIDIARIES. THE ENTIRE SYSTEM'S FINANCIAL STATEMENTS, OF WHICH THIS ORGANIZATION IS PART, ARE POSTED ON THE UPMC WEBSITE. (WWW.UPMC.COM) THE FINANCIAL STATEMENT AUDIT DURING THE 990 FILING PERIOD IS FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2023. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCERT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 SOUTH SECOND STREET | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821737307 | EIN |
| Primary Activities | IMPROVE PATIENT CARE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $607,865 | TotalIncomeAmt |
| End Of Year Assets | $9,718,028 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC PINNACLE | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (62 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UPMC SENIOR COMMUNITIES INC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251574736 | SR LIVING | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC | 0 | |
| PITTSBURGH LIFETIME CARE COMMUNITY | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251335247 | CCRC | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC SR COMM | 0 | |
| CANTERBURY PLACE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 250965334 | SR LIVING | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC SR COMM | 0 | |
| SENECA PLACE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 721562844 | SR LIVING | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC SR COMM | 0 | |
| SHADYSIDE HOSPITAL SUPPORTING FOUNDATION | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 260303394 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(A)I | UPMC | 0 | |
| UPMC LEE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 250613830 | INACTIVE | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC | 0 | |
| PITTSBURGH CARE PARTNERSHIP INC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251753852 | SR CARE MGMT | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC | 0 | |
| UPMC CENTER FOR HIGH VALUE HEALTH CARE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 452178782 | RESEARCH | PA | 501(C)(3) PUBLIC CHA | 7 | UPMC | 0 | |
| SHADYSIDE HOSPITAL FOUNDATION | |||||||||||
| 532 SOUTH AIKEN AVENUE | PITTSBURGH | PA | 15232 | 251290546 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(C)III | UPMC PRESBY | 0 | |
| PASSAVANT HOSPITAL FOUNDATION | |||||||||||
| 9100 BABCOCK BLVD | PITTSBURGH | PA | 15237 | 251407815 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(B)II | UPMC PASS | 0 | |
| NORTHWEST HOSPITAL FOUNDATION | |||||||||||
| 100 FARFIELD DRIVE | SENECA | PA | 16346 | 251483624 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(C)III | UPMC NORTHWE | 0 | |
| ST MARGARET FOUNDATION | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251520340 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 7 | UPMC ST MARG | 0 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FND | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251865744 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 7 | UPMC CHP | 0 | |
| MAGEE-WOMEN RES INST AND FOUNDATION | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251462312 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 7 | 0 | N/A | |
| GREAT LAKES PHYSICIAN PRACTICE PC | |||||||||||
| 600 GRANT STREET 58TH FL | PITTSBURGH | PA | 15219 | 464186362 | PHYSICIAN SRV | NY | 501(C)(3) PUBLIC CHA | 3 | REGNL HEALTH | 0 | |
| HAMOT HEALTH FOUNDATION | |||||||||||
| 302 FRENCH STREET | ERIE | PA | 16507 | 251400999 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(B)II | UPMC HAMOT | 0 | |
| UPMCJAMESON CANCER CENTER | |||||||||||
| 600 GRANT STREET 58TH FL | PITTSBURGH | PA | 15219 | 201459415 | ONCOLOGY SVC | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC JAMESON | 0 | |
| JAMESON CARE CENTER INC | |||||||||||
| 1211 WILMINGTON AVE | NEW CASTLE | PA | 16105 | 232871396 | SR SERVICES | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC SR COMM | 0 | |
| LAUREL REALTY INC | |||||||||||
| 32-36 CENTRAL AVENUE | WELLSBORO | PA | 16901 | 231403678 | REAL STATE | PA | 501(C)(2) TITLE HOLD | UPMC SUSQUEH | 0 | ||
| THE GREEN HOME | |||||||||||
| 37 CENTRAL AVENUE | WELLSBORO | PA | 16901 | 240804365 | SKILLED NURSI | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC SUSQUEH | 0 | |
| WILLIAMSPORT AREA AMB SERVICE COOP | |||||||||||
| 700 HIGH STREET | WILLIAMSPORT | PA | 17701 | 232416166 | AMBULANCE SVC | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC WILLIAM | 0 | |
| UPMC CHAUTAUQUA AT WCA | |||||||||||
| 207 FOOTE AVENUE | JAMESTOWN | NY | 14701 | 160743226 | HOSPITAL | NY | 501(C)(3) PUBLIC CHA | 3 | UPMC CHAUTAU | 0 | |
| WCA GROUP INC | |||||||||||
| 207 FOOTE AVENUE | JAMESTOWN | NY | 14701 | 222392582 | HOLDING CO | NY | 501(C)(3) PUBLIC CHA | 12(B)II | CHAUT AT WCA | 0 | |
| STARFLIGHT INC | |||||||||||
| 135 ALLEN STREET | JAMESTOWN | NY | 14701 | 161557878 | AIR AMBULANCE | NY | 501(C)(3) PUBLIC CHA | 7 | CHAUT AT WCA | 0 | |
| SOUTH CENTRAL ALPHA HOUSING & HEALTH | |||||||||||
| 3410 W PITTSBURG ROAD | NEW CASTLE | PA | 16101 | 251701701 | SNF & AL | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC SR COMM | 0 | |
| SOUTH WESTERN ALPHA HOUSING & HEALTH | |||||||||||
| 745 GREENVILLE ROAD | MERCER | PA | 16137 | 251701700 | SNF & IL | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC SR COMM | 0 | |
| KANE COMMUNITY HOSPITAL FOUNDATION | |||||||||||
| 4372 ROUTE 6 | KANE | PA | 16735 | 263906925 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(B)II | 0 | N/A | |
| LAUREL HEALTH FOUNDATION | |||||||||||
| 32-36 CENTRAL AVENUE | WELLSBORO | PA | 16901 | 251810488 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(B)II | 0 | N/A | |
| WCA FOUNDATION INC | |||||||||||
| 300 FOOTE AVENUE PO BOX 840 | JAMESTOWN | NY | 14702 | 222393584 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(C)III | 0 | N/A | |
| VENANGO VNA FOUNDATION | |||||||||||
| 491 ALLEGHENY BOULEVARD | FRANKLIN | PA | 16323 | 251472179 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(C)III | 0 | N/A | |
| COMMUNITY LIFE TEAM | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 231890444 | MED TRANSPORT | PA | 501(C)(3) PUBLIC CHA | 7 | UPMC PINNACLE | 0 | |
| UPMC CARLISLE | |||||||||||
| 361 ALEXANDER SPRING ROAD | CARLISLE | PA | 17105 | 820880337 | HOSPITAL | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC PINNACLE | 0 | |
| UPMC LITITZ | |||||||||||
| 1500 HIGHLANDS AVENUE | LITITZ | PA | 17543 | 820844453 | HOSPITAL | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC PINNACLE | 0 | |
| UPMC MEMORIAL | |||||||||||
| 325 SOUTH BELMONT STREET | YORK | PA | 17405 | 820912090 | HOSPITAL | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC PINNACLE | 0 | |
| PINNACLE HEALTH REGIONAL PHYSICIANS | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 820947698 | PHYSICIAN SRV | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC PINNACLE | 0 | |
| UPMC PINNACLE FOUNDATION | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 222691718 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(B)II | UPMC PINNACLE | 0 | |
| HANOVER HEALTH CARE PLUSINC | |||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 222658574 | SUPPORTING ORG | PA | 501(C)(3) PUBLIC CHA | 12(A)I | UPMC PINNACLE | 0 | |
| UPMC HANOVER | |||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 231630851 | HOSPITAL | PA | 501(C)(3) PUBLIC CHA | 3 | HANOVER HEA | 0 | |
| PINNACLE HEALTH MEDICAL SERVICES | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 251709054 | PHYSICIAN SRV | PA | 501(C)(3) PUBLIC CHA | 3 | UMPC PINNACLE | 0 | |
| UPMC PINNACLE LANCASTER | |||||||||||
| 250 COLLEGE AVENUE | LANCASTER | PA | 17603 | 820896436 | HOSPITAL | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC PINNACLE | 0 | |
| UPMC PINNACLE HOSPITALS | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 251778644 | HOSPITAL | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC PINNACLE | 0 | |
| HENDORN INC | |||||||||||
| 1001 EAST SECOND STREET | COUDERSPORT | PA | 16915 | 231972659 | RES, CARE | PA | 501(C)(3) PUBLIC CHA | 12(A)I | C COLE MEM H | 0 | |
| ASBURY HEIGHTS OF UPMC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251555687 | SUPPORTING OR | PA | 501(C)(3) PUBLIC CHA | 12(B)II | UPMC SR COMM | 0 | |
| ASBURY HEALTH CENTER | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 250969472 | CCRC | PA | 501(C)(3) PUBLIC CHA | 10 | ASBURY HEIGHTS | 0 | |
| ASBURY VILLAS | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251819952 | PENNSYLVANIA | PA | 501(C)(3) PUBLIC CHA | 10 | ASBURY HEIGHTS | 0 | |
| ASBURY PLACE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251729266 | PERSONAL CARE | PA | 501(C)(3) PUBLIC CHA | 10 | ASBURY HEIGHTS | 0 | |
| WESLEY HILLS | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251507472 | INDEP LIVING | PA | 501(C)(3) PUBLIC CHA | 7 | ASBURY HEIGHTS | 0 | |
| ASBURY FOUNDATION | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251555688 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 7 | ASBURY HEIGHTS | 0 | |
| UPMC WESTERN MARYLAND CORPORATION | |||||||||||
| PO BOX 539 | CUMBERLAND | MD | 21501 | 520591531 | HOSPITAL | MD | 501(C)(3) PUBLIC CHA | 3 | UPMC | 0 | |
| WESTERN MARYLAND HEALTH SYSTEM FND | |||||||||||
| PO BOX 539 | CUMBERLAND | MD | 21501 | 352289841 | FOUNDATION | MD | 501(C)(3) PUBLIC CHA | 12(C)III | UPMC WESTERN | 0 | |
| HANOVER HOSPITAL FOUNDATION | |||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 822553293 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 12(C)III | UPMC PINNACLE | 0 | |
| RUSH TO CRUSH CANCER | |||||||||||
| 200 LOTHROP STREET | PITTSBURGH | PA | 15213 | 874771624 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 7 | UOFP CANCER | 0 | |
| UPMC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251423657 | SUPPORTING ORG | PA | 501(C)(3) PUBLIC CHA | 12(C)III | 0 | N/A | |
| UPMC WESTERN BEHAVIORAL HEALTH FOUNDATION | |||||||||||
| 200 LOTHROP STREET | PITTSBURGH | PA | 15213 | 923568793 | FOUNDATION | PA | 501(C)(3) PUBLIC CHA | 7 | UPMC PRESBY | 0 | |
| UPMC AMBULATORY SURGERY CENTER | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 992460242 | SURGERY CENT | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC | 0 | |
| UPMC EAST END SURGERY CENTER | |||||||||||
| 5800 CENTRE AVENUE | PITTSBURGH | PA | 15206 | 992636583 | SURGERY CENT | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC AMBULATORY | 0 | |
| UPMC WEST MIFFLIN GI | |||||||||||
| 6161 CLAIRTON ROAD | WEST MIFFLIN | PA | 15122 | 992662946 | SURGERY CENT | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC AMBULATORY | 0 | |
| BUILD COMMUNITY DEVELOPMENT | |||||||||||
| 100 STATE STREET STE 510 | ERIE | PA | 16507 | 990539256 | FUNDRAISING | PA | 501(C)(3) PUBLIC CHA | 7 | HAMOT HEALTH | 0 | |
| AMBULANCE & CHAIR EMS INC | |||||||||||
| 75 BRADEN STREET | WASHINGTON | PA | 15301 | 251272075 | MEDICAL TRANS | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC GREENE | 0 | |
| UPMC GREENE | |||||||||||
| 350 BODNAR AVENUE | WAYNESBURG | PA | 15301 | 473884840 | HOSPITAL | PA | 501(C)(3) PUBLIC CHA | 3 | UPMC WASHINGTON | 0 | |
| WASHINGTON SENIOR CARE CORP | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251849365 | AL & IL | PA | 501(C)(3) PUBLIC CHA | 10 | UPMC WASHINGTON | 0 | |
| UPMC WASHINGTON | |||||||||||
| 155 WILSON AVENUE | WASHINGTON | PA | 15301 | 250965600 | HOSPITAL | PA | 501(C)(3) | 3 | UPMC | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| CHAUTAUQUA INTEGRATED DELIVERY SYSTEM I | |||||||||
| 200 HARRISON STREET | JAMESTOWN | NY | 14701 | 161542139 | INTEGRATED DELIVE | NY | N/A | 0 | 0 |
| MEDCARE SUSQUEHANNA VALLEY LLC | |||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 821673688 | DME | PA | N/A | 0 | 0 |
| UPMC LEADER SURGERY CENTER LLC | |||||||||
| 1703 INNOVATION DRIVE | YORK | PA | 17408 | 233035083 | SURGERY CENT | PA | N/A | 0 | 0 |
| BAYFRONT BUILDING PROFESSIONAL LLC | |||||||||
| 3645 WEST LAKE ROAD | ERIE | PA | 16505 | 251480837 | REAL ESTATE | PA | N/A | 0 | 0 |
| CHARTWELL PA LP | |||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251729714 | HOMEHEALTH | PA | N/A | 0 | 0 |
| EPN-HAMOT URGENT CARE LLC | |||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 272147949 | URGENT CARE | PA | N/A | 0 | 0 |
| HAMOT SURGERY CENTER LLC | |||||||||
| 200 STATE STREET | ERIE | PA | 16507 | 251863661 | AMBULATORY SU | PA | N/A | 0 | 0 |
| HAMOT-KCH REAL ESTATE VENTURE | |||||||||
| 300 STATE STREET | ERIE | PA | 16507 | 263691782 | MEDICAL OFFIC | PA | N/A | 0 | 0 |
| LIFE CARE HOME SRV OF NW PA | |||||||||
| 1647 SASSAFRAS STREET | ERIE | PA | 16501 | 251536879 | HOME HEALTH S | PA | N/A | 0 | 0 |
| OMICELO RE I LP | |||||||||
| 2525 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | 475603393 | REAL ESTATE D | PA | N/A | 0 | 0 |
| SENECA HILLS ASSISTED LIVING | |||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 232873106 | ASSISTED LIVI | PA | N/A | 0 | 0 |
| SHADYSIDE MEDICAL CENTER ASSOCIATION | |||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251608318 | MED OFFICE BL | PA | N/A | 0 | 0 |
| ST MARGARET MEDICAL ARTS ASSOCIATES | |||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251786655 | MED OFFICE BL | PA | N/A | 0 | 0 |
| TRI-STATE SURGERY CENTER LLC | |||||||||
| 80 LANDING DRIVE | WASHINGTON | PA | 15301 | 562317091 | SURGERY CENT | PA | N/A | 0 | 0 |
| MEDCARE EQUIPMENT COMPANY LLC | |||||||||
| 115 EQUITY DRIVE | GREENSBURG | PA | 15601 | 261361520 | MEDICAL EQUIP | PA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Province Or StateForeignAddress/ProvinceOrStateNm | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HC PHARMACY CENTRAL INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251364192 | PHARMACY CO-O | PA | N/A | C | 0 | |||||||||
| CHILDREN'S COMMUNITY CARE | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251781887 | PHYSICIAN SRV | PA | N/A | C | 0 | |||||||||
| UPMC PHYSICIAN SERVICES HOLDING COMPANY | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251877017 | HOLDING CO | PA | N/A | C | 0 | |||||||||
| HEMATOLOGY ONCOLOGY ASSOCIATION INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 421648357 | PHYSICIAN SRV | PA | N/A | C | 0 | |||||||||
| ONCOLOGY HEMATOLOGY ASSOCATION INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251762980 | PHYSICIAN SRV | PA | N/A | C | 0 | |||||||||
| TRI-STATE NEUROSURGICAL ASSOCIATES | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251458655 | PHYSICIAN SRV | PA | N/A | C | 0 | |||||||||
| RENAISSANCE FAMILY PRACTICE UPMC INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 262942406 | PHYSICIAN SRV | PA | N/A | C | 0 | |||||||||
| UPMC HOLDING COMPANY INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251777713 | HOLDING CO | PA | N/A | C | 0 | |||||||||
| UPMC COVERAGE PRODUCTS INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251777710 | HOLDING CO | PA | N/A | C | 0 | |||||||||
| FREEDOM INSURANCE COMPANY | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 030308944 | INSURANCE | VT | N/A | C | 0 | |||||||||
| TRI-CENTURY INSURANCE CO | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251500739 | INSURANCE | PA | N/A | C | 0 | |||||||||
| UPMC DNA INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251883237 | INSURANCE | PA | N/A | C | 0 | |||||||||
| UPMC HEALTH BENEFITS INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251844144 | HEALTH INSUR | PA | N/A | C | 0 | |||||||||
| UPMC HEALTH NETWORK INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 721527566 | HEALTH INSUR | PA | N/A | C | 0 | |||||||||
| UPMC HEALTH PLAN INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 232813536 | HEALTH INSUR | PA | N/A | C | 0 | |||||||||
| UPMC BENEFIT MANAGEMENT SERVICES INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251769564 | WORKERS COMP | PA | N/A | C | 0 | |||||||||
| UPMC DIVERSIFIED SERVICES INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251778454 | HOLDING CO | PA | N/A | C | 0 | |||||||||
| MONROEVILLE SPECIALTY CLINIC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251666087 | AMB SURG | PA | N/A | C | 0 | |||||||||
| MEDICAL ARCHIVAL SYSTEMS INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 232912501 | SOFTWARE DEVE | DE | N/A | C | 0 | |||||||||
| RX PARTNERS INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251801966 | PHARMACY | PA | N/A | C | 0 | |||||||||
| BIOTRONICS INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251843500 | EQUIP MAINTEN | PA | N/A | C | 0 | |||||||||
| ASKESIS DEVELOPMENT GROUP INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 541625585 | SOFTWARE DEVE | DE | N/A | C | 0 | |||||||||
| MEDICAL CENTER PROPERTIES INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251796940 | REAL ESTATE | PA | N/A | C | 0 | |||||||||
| BAYSIDE DEVELOPMENT CORP | ||||||||||||||||||
| 300 STATE STREET | ERIE | PA | 16507 | 251401386 | REAL ESTATE | PA | N/A | C | 0 | |||||||||
| UPMC WORK ALLIANCE INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 452825053 | INSURANCE | PA | N/A | C | 0 | |||||||||
| UPMC HEALTH COVERAGE INC | ||||||||||||||||||
| 600 GRANT STREET 58TH FLOOR | PITTSBURGH | PA | 15219 | 462824537 | INSURANCE | PA | N/A | C | 0 | |||||||||
| UPMC HEALTH OPTIONS INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 462824626 | INSURANCE | PA | N/A | C | 0 | |||||||||
| AMERICAN HOME HEALTH SERVICES | ||||||||||||||||||
| 868 CORPORATE WAY | WESTLAKE | OH | 44145 | 311521422 | HOME HEALTH C | OH | N/A | C | 0 | |||||||||
| ALTOONA FAMILY INC | ||||||||||||||||||
| 620 HOWARD AVE | ALTOONA | PA | 16601 | 251444935 | MGMT SVCS | PA | N/A | C | 0 | |||||||||
| LEXINGTON HOLDINGS INC | ||||||||||||||||||
| 620 HOWARD AVE | ALTOONA | PA | 16601 | 251794386 | HOLDING CO | PA | N/A | C | 0 | |||||||||
| LEXINGTON ONE INC | ||||||||||||||||||
| 620 HOWARD AVE | ALTOONA | PA | 16601 | 251468889 | RENTAL | PA | N/A | C | 0 | |||||||||
| UPMC ALTOONA REGIONAL HEALTH SERVICES | ||||||||||||||||||
| 1414 9TH AVENUE | ALTOONA | PA | 16602 | 251219302 | PHYSICIAN SRV | PA | N/A | C | 0 | |||||||||
| RXANTE INC | ||||||||||||||||||
| 511 CONGRESS STREET 803 | PORTLAND | ME | 04101 | 454040219 | MEDICATION MG | DE | N/A | C | 0 | |||||||||
| SUSQUEHANNA VENTURES INC | ||||||||||||||||||
| 1201 GRAMPIAN BOULEVARD | WILLIAMSPORT | PA | 17701 | 232470623 | PHARMACY | PA | N/A | C | 0 | |||||||||
| WCA SERVICE CORPORATION INC | ||||||||||||||||||
| 207 FOOTE AVENUE | JAMESTOWN | NY | 14701 | 161151438 | SUPPORT | NY | N/A | C | 0 | |||||||||
| PINNACLE HEALTH CARDIOVASCULAR INSTITUT | ||||||||||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 320321362 | PHYSICIAN SRV | PA | N/A | C | 0 | -$10,436,978 | $5,066,546 | 1.00000 | ||||||
| HANOVER HEALTH CORPORATION | ||||||||||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 900498067 | HOLDING CO | PA | N/A | C | 0 | |||||||||
| HANOVER APOTHECARY INC | ||||||||||||||||||
| 310 STOCK STREET SUITE 1 | HANOVER | PA | 17331 | 030594526 | PHARMACY | PA | N/A | C | 0 | |||||||||
| UNITED CENTRAL PA RECIPROCAL RISK RETEN | ||||||||||||||||||
| 76 SAINT PAUL STREET SUITE 500 | BURLINGTON | VT | 05401 | 134224033 | INSURANCE | VT | N/A | C | 0 | |||||||||
| PINNACLE HEALTH VENTURES INC | ||||||||||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 611677624 | HOLDING CO | PA | N/A | C | 0 | $128,001 | $12,044,535 | 1.00000 | ||||||
| PINNACLE HEALTH IMAGING INC | ||||||||||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 231718571 | IMAGING SVC | PA | N/A | C | 0 | $2,338,351 | 1.00000 | |||||||
| COLE CARE INC | ||||||||||||||||||
| 1001 EAST 2ND STREET | COUDERSPORT | PA | 16915 | 251497347 | DME | PA | N/A | C | 0 | |||||||||
| UPMC ITALY HEALTH SERVICES SRL | ||||||||||||||||||
| HEALTH SVC | N/A | C | 0 | VIA DISCESA DEI GIUDICI 4 | PALERMO | IT | IT | |||||||||||
| UPMC PROPERTY LTD | ||||||||||||||||||
| PROPERTY | N/A | C | 0 | C/O UPMC WHITFIELD CORK ROAD BUTLER | WATERFORD | EI | EI | |||||||||||
| EURO CARE INFRASTRUCTURE LTD | ||||||||||||||||||
| PROPERTY MGMT | N/A | C | 0 | C/O UPMC WHITFIELD CORK ROAD BUTLER | WATERFORD | EI | EI | |||||||||||
| EURO CARE PROPERTY MANAGEMENT LTD | ||||||||||||||||||
| PROPERTY MGMT | N/A | C | 0 | C/O UPMC WHITFIELD CORK ROAD BUTLER | WATERFORD | EI | EI | |||||||||||
| UPMC WHITFIELD HOSPITAL LTD | ||||||||||||||||||
| HOSPITAL | N/A | C | 0 | C/O UPMC WHITFIELD CORK ROAD BUTLER | WATERFORD | EI | EI | |||||||||||
| UPMC GLOBAL OPERATIONS CENTER LTD | ||||||||||||||||||
| CANCER TREATM | N/A | C | 0 | 6TH FLOOR BEACON HOSPITAL | SANDYFORD | EI | EI | |||||||||||
| PANTHER REINSURANCE COMPANY LTD | ||||||||||||||||||
| 981402742 | INSURANCE | N/A | C | 0 | PO BOX 1109 GRAND CAYMAN | CAYMAN ISLANDS | CJ | CJ | ||||||||||
| FORBES REINSURANCE COMPANY LTD | ||||||||||||||||||
| 981400710 | INSURANCE | N/A | C | 0 | PO BOX 1109 | GRAND CAYMAN | CJ | CJ | CAYMAN ISLANDS | |||||||||
| CATHEDRAL (RE) INSURANCE CO | ||||||||||||||||||
| 981400837 | INSURANCE | N/A | C | 0 | PO BOX 1109 | GRAND CAYMAN | CJ | CJ | CAYMAN ISLANDS | |||||||||
| UPMC IRELAND LIMITED | ||||||||||||||||||
| HEALTHCARE SU | N/A | C | 0 | 6TH FLOOR BEACON HOSPITAL | SANDYFORD | EI | EI | |||||||||||
| BLUESPHERE BIO | ||||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 824979766 | IMMUNOTHERAPY | DE | N/A | C | 0 | |||||||||
| INFECTIOUS DISEASE CONNECT INC | ||||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 833311071 | TELEMEDICINE | DE | N/A | C | 0 | |||||||||
| NOVASENTA INC | ||||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 825443222 | IMMUNOTHERAPY | DE | N/A | C | 0 | |||||||||
| UPMC HILLMAN CANCER CENTER PINNACLE | ||||||||||||||||||
| 101 ERFORD ROAD | CAMP HILL | PA | 17701 | 833640945 | CANCER TREATM | PA | N/A | C | 0 | |||||||||
| SHANGHAI UPMC CO LTD | ||||||||||||||||||
| HEALTHCARE MG | N/A | C | 0 | 288 SHIMEN 1ST ROAD JING AN DISTRIC | SHANGHAI | CH | CH | |||||||||||
| SALVATOR MUNDI INTERNATIONAL HOSPITAL | ||||||||||||||||||
| HOSPITAL | N/A | C | 0 | ROMA VIALE DELLE | MURA GIANICOLENSI | IT | IT | |||||||||||
| SOMERSET MANAGEMENT SERVICES INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251512960 | MOB OWNERSHIP | PA | N/A | C | 0 | |||||||||
| GENERIAN PHARMACEUTICALS INC | ||||||||||||||||||
| 2425 SIDNEY STREET | PITTSBURGH | PA | 15203 | 821101143 | PHARMACY | DE | N/A | C | 0 | |||||||||
| WORK PARTNERS NATIONAL INC | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 843141950 | INSURANCE | PA | N/A | C | 0 | |||||||||
| ASTRATA INC | ||||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 844804493 | SOFTWARE | DE | N/A | C | 0 | |||||||||
| VEGAVECT | ||||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 844280784 | GENE THERAPY | DE | N/A | C | 0 | |||||||||
| NOVIMAB | ||||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 841494905 | CLINICAL RESEARCH | DE | N/A | C | 0 | |||||||||
| REALYZE INTELLEGENCE INC | ||||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 850873923 | SOFTWARE | DE | N/A | C | 0 | |||||||||
| HAYSTACK CONSOLIDATED SERVICES INC | ||||||||||||||||||
| 12500 WILLOWBROOK ROAD | CUMBERLAND | MD | 21502 | 521335895 | INACTIVE | PA | N/A | C | 0 | |||||||||
| WESTERN MARYLAND INSURANCE COMPANY LTD | ||||||||||||||||||
| INSURANCE | N/A | C | 0 | PO BOX 10233 | GRAND CAYMAN | CJ | CJ | CAYMAN ISLANDS | ||||||||||
| WILLOWBROOK HEALTHCARE CONDO | ||||||||||||||||||
| 12401 WILLOWBROOK ROAD | CUMBERLAND | MD | 21502 | 371538510 | REAL ESTATE | DE | N/A | C | 0 | |||||||||
| RXANTE PHARMACY SERVICES INC | ||||||||||||||||||
| 511 CONGRESS STREET 803 | PORTLAND | ME | 04101 | 833402761 | PHARMACY | DE | N/A | C | 0 | |||||||||
| CLANE HOSPITAL DEVELOPMENT ASSOCIATES L | ||||||||||||||||||
| MANAGEMENT | N/A | C | 0 | C/O UPMC WHITFIELD CORK ROAD BUTL | WATERFORD | EI | EI | |||||||||||
| UPMC KILDARE HOSPITAL LTD | ||||||||||||||||||
| HOSPITAL | N/A | C | 0 | PROSPEROUS ROAD CLANE COUNTY KILD | CLANE | EI | EI | |||||||||||
| UPMC AUT EVEN HOSPITAL LTD | ||||||||||||||||||
| HOSPITAL | N/A | C | 0 | FRESHFORD ROAD | COUNTY KILKENNY | EI | EI | |||||||||||
| AVISTA THERAPEUTICS INC | ||||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 853454001 | GENE THERAPY | PA | N/A | C | 0 | |||||||||
| UPMC CANCER CENTER ZABOK LTD | ||||||||||||||||||
| CANCER CENTER | N/A | C | 0 | VUKOVARA 269F | ZAGREB | HR | HR | |||||||||||
| SWIFT SPROAI HOLDINGS LTD | ||||||||||||||||||
| HOLDING COMPANY | N/A | C | 0 | NORTHWOOD AVENUE | SANTRY DEMESNE | EI | EI | DUBLIN 9 | D09 C523 | |||||||||
| SPORTS SURGERY CLINIC LTD | ||||||||||||||||||
| ORTHOPEDIC SERV. | N/A | C | 0 | NORTHWOOD AVENUE | SANTRY DEMENSE | EI | EI | DUBLIN 9 | D09 C523 | |||||||||
| MACRADI LTD | ||||||||||||||||||
| INACTIVE | N/A | C | 0 | NORTHWOOD AVENUE | SANTRY DEMESNE | EI | EI | DUBLIN 9 | D09 C523 | |||||||||
| MACRADI DEVELOPMENT LTD | ||||||||||||||||||
| INACTIVE | N/A | C | 0 | NORTHWOOD AVENUE | SANTRY DEMESNE | EI | EI | DUBLIN 9 | D09 C523 | |||||||||
| UPMC EXCESS PL TRUST | ||||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 826254351 | TRUST | PA | N/A | C | 0 | |||||||||
| UPMC HOSPITALS LTD | ||||||||||||||||||
| HOLDING CO | N/A | C | 0 | C/O UPMC WHITFIELD CORK ROAD BUTLER | WATERFORD | EI | EI | |||||||||||
| THE WASHINGTON PHYSICIAN SERVICE ORG | ||||||||||||||||||
| 98 WILSON AVENUE | WASHINGTON | PA | 15301 | 251780139 | PHYSCIAN SRV | PA | N/A | C | 0 | |||||||||
| HEALTH FUTURES INC | ||||||||||||||||||
| 155 WILSON AVENUE | WASHINGTON | PA | 15301 | 251533189 | PHYSICIAN SRV | PA | N/A | C | 0 | |||||||||
| PHOENIX-WASHINGTON INC | ||||||||||||||||||
| 155 WILSON AVENUE | WASHINGTON | PA | 15301 | 251492829 | PHYSCIAN SRV | PA | N/A | C | 0 | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (14 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UPMC PINNACLE FOUNDATION | ||
| C | $189,741 | COST |
| UPMC PINNACLE HOSPITALS | ||
| K | $407,941 | COST |
| UPMC HANOVER | ||
| K | $65,278 | COST |
| UPMC PINNACLE HOSPITALS | ||
| R | $100,277,019 | COST |
| COMMUNITY LIFE TEAM | ||
| R | $4,966,061 | COST |
| UPMC HANOVER | ||
| R | $13,593,186 | COST |
| UPMC CARLISLE | ||
| R | $10,206,385 | COST |
| UPMC MEMORIAL | ||
| R | $13,335,647 | COST |
| UPMC LITITZ | ||
| R | $7,643,740 | COST |
| PINNACLE HEALTH CARDIOVASCULAR INSTITUTE | ||
| R | $5,669,294 | COST |
| PINNACLE HEALTH MEDICAL SERVICES | ||
| R | $50,480,281 | COST |
| PINNACLE HEALTH REGIONAL PHYSICIANS | ||
| R | $6,802,572 | COST |
| UPMC PINNACLE FOUNDATION | ||
| R | $1,428,121 | COST |
| HANOVER APOTHECARY | ||
| R | $128,613 | COST |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PARTS I THROUGH IV: | ENTITIES REPORTED IN PARTS I THROUGH IV THAT ARE MARKED WITH AN * ARE NOT TECHNICALLY "RELATED ORGANIZATIONS", AS DEFINED IN THE FORM 990 INSTRUCTIONS AS THE REQUISITE "CONTROL" DID NOT EXIST DURING THE FISCAL YEAR ENDED JUNE 30, 2024. HOWEVER, BECAUSE THESE ENTITIES ARE AFFILIATED WITH UPMC AND THE UPMC PARENT ORGANIZATION HOLDS CERTAIN POWERS WITH RESPECT TO SUCH ENTITIES WE ARE ELECTING TO DISCLOSE THE ENTITIES AS RELATED ORGANIZATIONS IN SCHEDULE R IN THE INTEREST OF TRANSPARENCY. |
| PART II: | THERE ARE ORGANIZATIONS INCLUDED IN THE UPMC GROUP FORM 990 TAX RETURN FOR FY 2024 WHICH ARE RELATED TO UPMC PINNACLE. THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R. |
| PART V, LINE 2 | UPMC PINNACLE CANNOT SEPARATELY STATE AMOUNTS FOR EACH TRANSACTION IDENTIFIED WITH A RELATED ORGANIZATION. ITS ACCOUNTING SYSTEM NETS ALL TRANSACTIONS INTO A SINGLE AMOUNT, WHICH IS REPORTED AS A GIFT, GRANT AND/OR CAPITAL CONTRIBUTION TO OR FROM RELATED ORGANIZATIONS. |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UPMC PINNACLE | |||||||||||||||
| PO BOX 8700 | HARRISBURG | PA | 171058700 | 251778658 | Yes (X) | $0 | $0 | $0 | $228,819,451 | $228,819,451 | $1,000,000 | $250,000 | $0 | $0 | $0 |
| UPMC PINNACLE HOSPITALS | |||||||||||||||
| PO BOX 8700 | HARRISBURG | PA | 171058700 | 251778644 | $0 | $0 | $0 | $1,551,201,134 | $1,551,201,134 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| PINNACLE HEALTH MEDICAL SERVICES | |||||||||||||||
| PO BOX 8700 | HARRISBURG | PA | 171058700 | 251709054 | $0 | $0 | $0 | $575,946,712 | $575,946,712 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| UPMC PINNACLE FOUNDATION | |||||||||||||||
| PO BOX 8700 | HARRISBURG | PA | 171058700 | 222691718 | $0 | $0 | $0 | $14,561,209 | $14,561,209 | $878,060 | $219,515 | $0 | $0 | $0 | |
| COMMUNITY LIFE TEAM | |||||||||||||||
| PO BOX 8700 | HARRISBURG | PA | 171058700 | 231890444 | $0 | $0 | $0 | $28,827,709 | $28,827,709 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| UPMC PINNACLE LANCASTER | |||||||||||||||
| 250 COLLEGE AVENUE | LANCASTER | PA | 17603 | 820896436 | $0 | $0 | $0 | $68,692 | $68,692 | $13,738 | $3,435 | $0 | $0 | $0 | |
| UPMC LITITZ | |||||||||||||||
| 1500 HIGHLANDS AVENUE | LITITZ | PA | 17543 | 820844453 | $0 | $0 | $0 | $132,693,937 | $132,693,937 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| UPMC CARLISLE | |||||||||||||||
| 361 ALEXANDER SPRING ROAD | CARLISLE | PA | 17105 | 820880337 | $0 | $0 | $0 | $156,645,099 | $156,645,099 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| UPMC MEMORIAL | |||||||||||||||
| 325 SOUTH BELMONT STREET | YORK | PA | 17405 | 820912090 | $0 | $0 | $0 | $209,203,436 | $209,203,436 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| PINNACLE HEALTH REGIONAL PHYSICIANS | |||||||||||||||
| PO BOX 8700 | HARRISBURG | PA | 171058700 | 820947698 | $0 | $0 | $0 | $74,857,280 | $74,857,280 | $1,000,000 | $250,000 | $0 | $0 | $0 | |
| HANOVER HEALTHCARE PLUS INC | |||||||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 222658574 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| UPMC HANOVER | |||||||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 231360851 | $0 | $0 | $0 | $209,119,434 | $209,119,434 | $1,000,000 | $250,000 | $0 | $0 | $0 | |