Civic Intelligence

Upmc Group

990 • Fiscal year 2016 • EIN 20-8295721

Jul 01, 2015 to Jun 30, 2016 • Filed on May 10, 2017

600 Grant St 58th Flr Corp TaxPittsburgh, PA 15219

(412) 647-2345

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.26x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.17x

Higher debt load relative to revenue than 12% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Source year 2016

Net Margin

35th percentile

3.0%

Higher net margin than 35% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Source year 2016

Top Officer Pay

94th percentile

$6,990,839

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • 501(c)3 • $1B+ nonprofits • Source year 2016

Asset Growth

89th percentile

16%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2015 to 2016

Revenue Growth

80th percentile

10%

Faster revenue growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2015 to 2016

Assets

Up

$7,660,676,964

Up $1,049,917,124 (+16%) from 2015

Net Assets

Up

$5,655,231,150

Up $456,020,550 (+8.8%) from 2015

Liabilities

Up

$2,005,445,814

Up $593,896,574 (+42%) from 2015

Revenue

Up

$11,695,858,422

Up $1,107,038,458 (+10%) from 2015

Expenses

Up

$11,350,122,975

Up $952,183,959 (+9.2%) from 2015

Net Income

Up

$345,735,447

Up $154,854,499 (+81%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15B$10B$5.0B$0Assets 2010: $4,655,682,618Liabilities 2010: $855,015,121Net Assets 2010: $3,800,667,4972010Assets 2011: $4,990,882,812Liabilities 2011: $840,174,199Net Assets 2011: $4,150,708,6132011Assets 2012: $5,418,993,044Liabilities 2012: $909,364,831Net Assets 2012: $4,509,628,2132012Assets 2013: $5,661,763,150Liabilities 2013: $916,877,841Net Assets 2013: $4,744,885,3092013Assets 2014: $6,276,733,210Liabilities 2014: $1,155,195,092Net Assets 2014: $5,121,538,1182014Assets 2015: $6,610,759,840Liabilities 2015: $1,411,549,240Net Assets 2015: $5,199,210,6002015Assets 2016: $7,660,676,964Liabilities 2016: $2,005,445,814Net Assets 2016: $5,655,231,1502016Assets 2017: $7,813,980,382Liabilities 2017: $2,190,732,092Net Assets 2017: $5,623,248,2902017Assets 2018: $8,020,575,053Liabilities 2018: $2,324,353,487Net Assets 2018: $5,696,221,5662018Assets 2019: $8,546,151,463Liabilities 2019: $2,708,333,443Net Assets 2019: $5,837,818,0202019Assets 2020: $9,412,315,445Liabilities 2020: $3,472,433,441Net Assets 2020: $5,939,882,0042020Assets 2021: $11,637,707,650Liabilities 2021: $3,988,790,326Net Assets 2021: $7,648,917,3242021Assets 2022: $12,017,036,810Liabilities 2022: $4,090,169,166Net Assets 2022: $7,926,867,6442022Assets 2023: $12,455,585,375Liabilities 2023: $4,113,123,099Net Assets 2023: $8,342,462,2762023

Highlighted filing

2016

Assets$7,660,676,964
Liabilities$2,005,445,814
Net Assets$5,655,231,150

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30B$20B$10B$0-$10BExpenses 2010: $6,877,784,1672010Expenses 2011: $7,244,673,0162011Expenses 2012: $7,915,661,1682012Expenses 2013: $8,743,867,2592013Revenue 2014: $10,098,163,008Expenses 2014: $9,927,833,907Net Income 2014: $170,329,1012014Revenue 2015: $10,588,819,964Expenses 2015: $10,397,939,016Net Income 2015: $190,880,9482015Revenue 2016: $11,695,858,422Expenses 2016: $11,350,122,975Net Income 2016: $345,735,4472016Revenue 2017: $12,467,253,363Expenses 2017: $12,164,413,932Net Income 2017: $302,839,4312017Revenue 2018: $13,498,504,493Expenses 2018: $13,309,997,629Net Income 2018: $188,506,8642018Revenue 2019: $14,874,280,752Expenses 2019: $14,883,289,781Net Income 2019: -$9,009,0292019Revenue 2020: $16,575,357,648Expenses 2020: $16,487,763,608Net Income 2020: $87,594,0402020Revenue 2021: $19,463,451,867Expenses 2021: $18,440,436,544Net Income 2021: $1,023,015,3232021Revenue 2022: $20,520,943,502Expenses 2022: $20,068,751,092Net Income 2022: $452,192,4102022Revenue 2023: $22,568,515,184Expenses 2023: $22,671,786,620Net Income 2023: -$103,271,4362023

Highlighted filing

2016

Revenue$11,695,858,422
Expenses$11,350,122,975
Net Income$345,735,447
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 10, 2017
Return Version
2015v3.0
Gross Receipts
$12,225,238,310
Mission and Program Overview

Mission

Healthcare, education, and research

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,965,993,444$3,071,857,240▲ $105,863,796
Accounts Receivable$1,502,857,106$1,627,648,362▲ $124,791,256
Investments in Publicly Traded Securities$226,770,505$344,191,455▲ $117,420,950
Other Notes and Loans Receivable, Net$118,807,113$282,911,743▲ $164,104,630
Investments Other Securities$189,963,017$176,391,570▼ $13,571,447
Savings and Temporary Cash Investments$2,182,572$55,314,337▲ $53,131,765
Inventories for Sale or Use$33,158,070$38,198,618▲ $5,040,548
Intangible Assets$26,851,533$30,848,852▲ $3,997,319
Prepaid Expenses and Deferred Charges$13,996,155$21,354,046▲ $7,357,891
Cash and Non-Interest-Bearing Accounts$57,928,186$15,653,612▼ $42,274,574
Pledges and Grants Receivable$0$406,417▲ $406,417
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$6,610,759,840$7,660,676,964▲ $1,049,917,124
Other Assets Total$1,472,252,139$1,995,900,712▲ $523,648,573
Liabilities
Other Liabilities$941,672,744$1,430,270,509▲ $488,597,765
Accounts Payable and Accrued Expenses$379,207,314$513,932,286▲ $134,724,972
Tax Exempt Bond Liabilities$72,252,123$49,697,758▼ $22,554,365
Deferred Revenue$15,148,493$8,295,261▼ $6,853,232
Mortgage Notes Payable Secured by Investment Property$3,268,566$3,250,000▼ $18,566
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$1,411,549,240$2,005,445,814▲ $593,896,574
Net Assets / Fund Balance
Unrestricted Net Assets$4,569,318,663$5,047,378,857▲ $478,060,194
Temporarily Rstr Net Assets$394,375,921$365,947,133▼ $28,428,788
Permanently Rstr Net Assets$235,516,016$241,905,160▲ $6,389,144
Total Net Assets Fund Balance$5,199,210,600$5,655,231,150▲ $456,020,550
Total Liabilities and Net Assets / Fund Balance$6,610,759,840$7,660,676,964▲ $1,049,917,124

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,997,773,984$2,124,813,146$4,122,587,130
Equipment$651,744,158$1,666,760,609$2,318,504,767
Other Land Buildings$217,231,277$63,099,087$280,330,364
Land$172,941,080-$172,941,080
Leasehold Improvements$32,166,741$58,159,511$90,326,252
Other Assets Org$22,859,207--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$80,510,928$819,768▲ $754,972$3,612,442$78,473,226
2014$78,194,073$3,025,269▲ $2,374,362$3,143,322$80,450,382
2013$70,441,468$923,102▲ $9,371,849$2,542,346$78,194,073
2012$56,817,352$11,379,037▲ $5,188,406$2,943,327$70,441,468
2011$52,723,527$7,157,850▼ $952,531$2,111,494$56,817,352
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey A RomoffPresident and CEOFT$961,433$6,029,406$6,990,839
James D Luketich MDBoard Member and Dept ChairFT$2,160,004$309,641$2,469,645
Steven D Shapiro MDEVP and Chief Med and Sci OffFT$413,000$1,932,692$2,345,692
Charles BogostaExec VPFT$444,150$1,788,509$2,232,659
Ghassan Bejjani MDNeurosurgeonFT$1,794,272$393,085$2,187,357
David FarnerEVP and Chief of StaffFT$555,114$1,543,312$2,098,426
Victor Morell MDBoard MemberFT$1,737,960$247,841$1,985,801
W Thomas McGough EsqEVP and Chief Legal OfficerFT$595,380$1,267,697$1,863,077
Ajaipal Kang MDBoard MemberFT$851,248$927,673$1,778,921
Christopher Schmidt MDOrthopaedic SurgeonFT$1,324,520$318,222$1,642,742
Gregory K PeasleeEVP Chief HR and Adm Srv OffFT$454,532$1,169,592$1,624,124
Stanley Marks MDBoard ChairPT$1,172,661$434,949$1,607,610
Freddie H Fu MDBoard Member and Dept ChairFT$1,361,120$218,886$1,580,006
Leslie DavisSr VP and COOFT$495,538$1,077,610$1,573,148
Thomas Gleason MDCardiothoraciac SurgeonFT$1,418,768$104,196$1,522,964
Vinay Badhwar MDCardiothoraciac SurgeonFT$1,418,656$101,994$1,520,650
James Bradley MDOrthopaedic SurgeonFT$1,359,272$161,346$1,520,618
Robert A DeMichieiEVP and CFOFT$455,126$1,037,323$1,492,449
Marshall Webster MDSenior Vice PresidentFT$303,683$1,177,036$1,480,719
Robert M Friedlander MDBoard Member and Dept ChairFT$1,226,513$242,932$1,469,445
C Talbot Heppenstall JrEVP and TreasurerFT$457,050$908,210$1,365,260
Edward T KarlovichCFO Academic Comm HospitalsFT$392,405$849,093$1,241,498
John InnocentiPresidentFT$465,850$743,204$1,209,054
Daniel DrawbaughFormer EVP and CIO-$680,389$487,775$1,168,164
Elizabeth ConcordiaFormer Executive VP UPMC-$5,000$1,073,130$1,078,130
Joon Sup Lee MDBoard Member and Dept ChairFT$863,656$210,543$1,074,199
David T MartinPresident/ Board MemberFT$442,415$596,716$1,039,131
Joel B Nelson MDBoard Member and Dept ChairFT$633,200$367,039$1,000,239
Francis Solano MDBoard Member and PresidentFT$545,305$424,614$969,919
Jonas T Johnson MDBoard Member/Dept Chair/TreasFT$525,000$378,885$903,885
Christopher A GessnerPresidentFT$446,292$441,896$888,188
Gerald MurrayPresidentPT$455,284$380,511$835,795
Timothy Robert Billiar MDBoard Secretary and Dept ChairFT$447,053$381,445$828,498
Jules SumkinBoard Member and Dept ChairFT$518,668$306,457$825,125
Robert BlosatBoard Member, VP and COOFT$393,028$413,036$806,064
John KuzmishinTreas, Sec, and CFOFT$382,496$412,737$795,233
Tamra MinnierBoard MemberFT$322,099$444,287$766,386
Ann EvansChief Financial OfficerFT$294,628$456,658$751,286
V James FiorenzoPresidentFT$371,496$371,600$743,096
Bryan Donohue MDBoard Member and PresidentFT$647,928$89,666$737,594
Lawrence Wechsler MDBoard Member and Dept ChairFT$395,000$324,596$719,596
James GavinPresidentFT$293,761$392,751$686,512
David GibbonsBoard Member and PresidentPT$329,496$339,242$668,738
Deborah S BrodineBoard Member and PresidentFT$285,110$371,105$656,215
Joel S Schuman MDBoard Member and Dept ChairFT$380,488$273,687$654,175
Stephen Nimmo EsqBoard Member and SecretaryFT$272,099$375,945$648,044
Mark SevcoPresidentFT$292,234$331,918$624,152
Richard Wadas MDBoard Member and PresidentFT$445,750$165,643$611,393
David A Lewis MDBoard Member and Dept ChairFT$316,183$281,195$597,378
Derek Angus MDBoard Member and Dept ChairFT$365,000$212,706$577,706
Louis Alarcon MDBoard Member and Medical DirecFT$263,656$307,946$571,602
Tulio Estrada MDBoard MemberFT$521,772$48,827$570,599
Eric CartwrightBoard MemberFT$273,175$292,536$565,711
Philip M Cacchione MDBoard Chair and PresidentFT$423,039$137,067$560,106
Joel S Greenberger MDBoard Member and Dept ChairFT$272,000$271,981$543,981
George K Michalopoulos MDBoard Member and Dept ChairFT$323,178$216,643$539,821
Ronald J McConnellVice PresidentFT$324,900$200,999$525,899
Robert VoinchetBoard MemberFT$239,706$281,312$521,018
David Hirsch Perlmutter MDBoard Member and Dept ChairFT$316,213$199,958$516,171
Donald M Yealy MDBoard Member and Vice PresidenFT$365,033$144,104$509,137
Kotayya Kondaveeti MDBoard Member-$450,000$50,000$500,000
Robert P Edwards MDBoard Member-$319,500$178,950$498,450
Louis D Falo Jr MDBoard Member and Dept ChairFT$221,874$276,270$498,144
Michael GraceBoard Member and PresidentFT$269,398$219,185$488,583
Donald OwreyPresident-$234,371$236,878$471,249
Christopher Samuel MDBoard MemberFT$345,341$119,081$464,422
Randall BoggessBoard MemberFT$392,833$60,227$453,060
Candi Castleberry-SingletonBoard Vice Chair-$211,993$240,539$452,532
Thomas Inglesby MDBoard Chair and PresFT$359,288$92,860$452,148
Stephanie NicholasBoard MemberFT$349,815$99,789$449,604
Stephen DanchTreasurer and CFOPT$286,170$160,141$446,311
Sheryl Kashuba EsqBoard Member Sec, and CLOFT$221,989$223,287$445,276
James W Boyle MDBoard Member-$344,772$97,889$442,661
Daniel R Sullivan MDBoard First Vice ChairFT$290,000$148,998$438,998
David PattonPresidentFT$227,293$208,628$435,921
Eileen SimmonsChief Financial OfficerPT$219,750$215,479$435,229
William CookBoard Member and PresidentFT$361,267$57,263$418,530
George Mazariegos MdBoard MemberFT$361,656$56,825$418,481
Sandy RaderBoard MemberFT$235,560$179,640$415,200
John McKeating MDBoard MemberFT$354,604$55,861$410,465
Valerie C Trott WilliamsBoard MemberFT$214,305$195,831$410,136
Carey Andrew-Jaja MDBoard Member-$359,234$49,597$408,831
David RussellBoard MemberFT$217,000$188,080$405,080
Nathan Moore MDBoard MemberFT$233,283$165,195$398,478
Jose Caballe MDFormer Board Member-$314,472$81,292$395,764
Alexander J Ciocca EsqBoard SecretaryFT$182,248$202,962$385,210
Edward MarinzelBoard MemberFT$211,950$166,960$378,910
Timothy GaulFormer Board Member-$301,700$76,639$378,339
Michael Boninger MDBoard Member and Dept ChairFT$204,312$174,024$378,336
Ralph Aldinger DOBoard MemberFT$301,781$58,556$360,337
Douglas GarretsonPresidentFT$196,191$156,158$352,349
Mbembo Bongutu MDBoard MemberFT$303,696$47,499$351,195
Anita CiceroBoard Member, Sec and TreasFT$325,944$23,799$349,743
Nicole Debolt DOBoard MemberFT$322,144$25,381$347,525
Joseph Antonowicz MDBoard MemberFT$289,091$56,313$345,404
David McCandless MDBoard MemberFT$252,445$91,486$343,931
Edward J Donnelly III MDBoard MemberFT$254,945$86,350$341,295
Jerome ShafferBoard Member Treasurer and CFOFT$187,122$148,743$335,865
Thomas NewmanChief Financial OfficerPT$169,429$164,524$333,953
William Shaffner EsqBoard MemberFT$184,682$148,851$333,533
Roy J Sartori DOBoard MemberFT$270,117$54,788$324,905
David Baer MDBoard MemberFT$220,292$101,276$321,568
Robert PackerFormer President-$196,563$120,853$317,416
Dennis Scully MDBoard MemberFT$199,888$116,575$316,463
Mark GladwinBoard Member and Dept ChairFT$227,842$72,145$299,987
Robert Devlin EsqBoard SecretaryFT$168,870$129,634$298,504
Lynn RuppPresidentFT$190,224$102,476$292,700
Penny MilanovichPresidentFT$193,067$95,066$288,133
Richard BondiTreasurer and CFOFT$166,768$119,671$286,439
Joshua T Rubin MDBoard MemberFT$173,056$111,971$285,027
James GiammarcoChief Financial OfficerFT$156,320$120,859$277,179
Colleen BrennanTreasurer and CFOFT$177,868$97,977$275,845
Nicholas BarcellonaTreasurer and CFOFT$133,105$142,441$275,546
Philip FreemanPresidentPT$189,689$81,683$271,372
Hyagriv Simhan MDBoard MemberFT$197,333$73,821$271,154
Gregg LaverickFormer Chief Financial Officer-$200,690$63,720$264,410
Timothy BalconiPresidentFT$181,008$79,317$260,325
Dennis English MDBoard Member-$146,245$113,482$259,727
Jeannette South-Paul MDBoard Member and Dept ChairFT$129,641$125,612$255,253
Donald GoodmanTreasurer and CFOFT$159,113$95,514$254,627
Gregory Bump MdBoard MemberFT$127,369$118,764$246,133
John R CarrollFormer Asst Sec and VP Admin-$112,465$130,905$243,370
Bryant Wesley EsqSecretary-$145,952$97,395$243,347
Michele P Jegasothy EsqSecretary-$126,494$115,810$242,304
Merle TaylorFormer Board Secretary-$152,917$89,037$241,954
Tamra MintonBoard SecretaryFT$162,437$77,996$240,433
Mark O'HernBoard SecretaryFT$150,192$90,166$240,358
Eleanor MedvedFormer Board Member-$97,864$134,856$232,720
Susan MammarellaFormer Officer-$129,182$97,049$226,231
Brian FritzFormer Board Treasurer/ CFO-$135,724$84,120$219,844
Christopher StockhausenTreasurer and CFOFT$130,219$88,712$218,931
Amy Swindell DOBoard Member-$203,650$13,709$217,359
Beth ClarkFormer Board Member-$138,728$76,002$214,730
Terrence Lewis EsqSecretaryFT$143,996$67,880$211,876
Thomas BurichPresidentFT$149,354$58,861$208,215
Dan SwayzeBoard SecretaryFT$163,009$40,818$203,827
Richard Beigi MDBoard MemberFT$140,729$57,068$197,797
Brad DingerCFO and TreasurerFT$152,601$41,887$194,488
Mario WilfongTreasurer and CFOPT$121,455$66,959$188,414
Robert GriffithChief Financial OfficerFT$147,798$33,103$180,901
Kimberly Moses EsqBoard Secretary-$126,345$53,658$180,003
Mark Lowe MDBoard Member and Dept ChairFT$146,795$27,308$174,103
Mohammad Idrees MDBoard MemberFT$108,683$48,632$157,315
Andrew NowalkBoard Member-$73,398$81,873$155,271
Marlene R CooperFormer Board Secretary-$111,106$37,114$148,220
Roger P WinnFormer President-$124,409$22,484$146,893
Howard Gutstein MDBoard Member and Dept ChairFT$145,188$524$145,712
Kenneth Nash MDBoard Member-$137,081$7,748$144,829
Val MignognaBoard Member--$143,547$143,547
Cynthia DorundoFormer President-$125,000$7,322$132,322
Carrie EnnisBoard SecretaryFT$100,989$23,636$124,625
Nancy PastoriusBoard Secretary and COOFT$100,624$20,592$121,216
Nancy PyleBoard Member-$93,381$21,270$114,651
Jackie BonierDirector of FoundationFT$88,175$24,843$113,018
Rebecca WillneckerBoard MemberFT$105,146$17$105,163
David A Nace MDBoard MemberFT$85,677$15,421$101,098
Susan KostilnikAsst Sec and Sr Executive AsstFT$74,852$13,295$88,147
Sharon SquillarioSecretaryFT$56,803$21,465$78,268
Nancy BeichnerAsst Sec and Admn Asst to PresFT$58,484$18,498$76,982
Heidi VanGorderAsst. SecretaryFT$57,002$19,214$76,216
John J Reilly MDBoard MemberFT$69,888$5,260$75,148
Joni MurrayBoard MemberFT$53,238$19,555$72,793
Christina MikolayFormer Board Member-$36,761$7,673$44,434
Alyson FisherBoard Member-$40,087$3,916$44,003
Nancy Davidson MDBoard Member-$42,323-$42,323
Nanci CaseBoard Member-$29,589$614$30,203
Arthur S Levine MDBoard Member-$27,654-$27,654
Robert J Ferraro MDBoard MemberFT$18,472$769$19,241
Ann Thompson MD MHCPMBoard Member-$14,566$437$15,003
Donald Beck DPMBoard Member-$12,500-$12,500

Board Members and Trustees

NameTitle
Barry HalbritterBoard Chair
Bernard CreppageBoard Chair
Bruce ErbBoard Chair
David GibbonsBoard Chair
David T MartinBoard Chair
Debra DellapostaBoard Chair
Desmond McDonaldBoard Chair
Diane HolderBoard Chair
G Nicholas Beckwith IIIBoard Chair
Honorable Maureen Lally-GreenBoard Chair
Howard W Hanna IIIBoard Chair
John InnocentiBoard Chair
John R Blackburn IIIBoard Chair
Neil PortBoard Chair
Neil Y Van HornBoard Chair
Rebecca Shaw McHolme JDBoard Chair
Richard S HamiltonBoard Chair
Robert HalbritterBoard Chair
Sean LoganBoard Chair
Thomas Tupitza EsqBoard Chair
Thomas W SterlingBoard Chair
William Pietragallo II EsqBoard Chair
William WallenBoard Chair
Robert BlosatBoard Chair and Pres
Deborah S BrodineBoard Chair and President
Mark BondiBoard Chair and President
Marshall Webster MDBoard Chair and President
James E Knarr DMDBoard Chair/ Board Member
Frank Mindicino CFPBoard Chair/ Co-Chair
Steven WarnerBoard Co-Chair
Robert PiccirilliBoard Member and Chair
Donald M Yealy MDBoard Member and Dept Chair
Jose Sahel MDBoard Member and Dept Chair
Marshall Webster MDBoard Member and Dept Chair
Terence Dermody MDBoard Member and Dept Chair
Deborah S BrodineBoard Member, Chair and Pres.
Deborah S BrodineBoard Member, Chair and Presid
Beth BurnsideBoard Member/ Chair
James DrenningBoard Member/ Chair
Marilyn Neely-GabrysBoard Member/ Chair
Nancy FogelBoard Secretary/ Chair
Charles BogostaBoard Member and President
Deborah BrodineBoard Member and President
John LovelaceBoard Member and President
Leslie C DavisBoard Member and President
Mark BondiBoard Member and President
Mark SevcoBoard Member and President
Robert BlosatBoard Member and V President
Betsy WrightPresident
Charles BogostaPresident
Francis Solano MDPresident
Mark BondiPresident
Philip FreemanPresident and Board Member
Steven D Shapiro MDPresident and Sr. V.P.
Gerald MurrayTreasurer/Secretary/President
Mark J LaskowBoard First Vice Chair
Stephen R TritchBoard First Vice Chair
Mark RaimyBoard Member/ Vice Chair
Mark J LaskowBoard Second Vice Chair
Ann BenzelBoard Vice Chair
Charles BogostaBoard Vice Chair
D James HeatheringtonBoard Vice Chair
Greg BaldwinBoard Vice Chair
Honorable Donetta AmbroseBoard Vice Chair
James RohrbaughBoard Vice Chair
John HolbertBoard Vice Chair
Joseph P WaltonBoard Vice Chair
Nanci CaseBoard Vice Chair
Neil PortBoard Vice Chair
Richard S HamiltonBoard Vice Chair
Robert MontlerBoard Vice Chair
Russell AdkinsBoard Vice Chair
Stephanie RoskovskiBoard Vice Chair
Thomas Tupitza EsqBoard Vice Chair & Chair
Charles BogostaBoard Vice Chair and President
James M Ferguson IIIBoard Vice Chair and Treasurer
Christopher A GessnerBoard Vice Chair and VP
Bruce ErbBoard Vice Chair/Vice-Presiden
David GibbonsVice President
Daniel GrantVice President and COO
Ann EvansBoard Member
Ann McGuinnBoard Member
Anna M DibbleBoard Member
Barb GrossmanBoard Member
Barbara Kevish MDBoard Member
Barbara KoomanBoard Member
Barry HalbritterBoard Member
Bernard CreppageBoard Member
Beth BurnsideBoard Member
Bradley Franc EsqBoard Member
Brenda J IrelandBoard Member
Bruce ErbBoard Member
Bryant Wesley EsqBoard Member
C Talbot Heppenstall JrBoard Member
Camillia A HeriskoBoard Member
Carlos Wiegering DCBoard Member
Carolyn DeanBoard Member
Carolynn Masters PhDBoard Member
Carrie CoghillBoard Member
Charles BogostaBoard Member
Charles J Dougherty PhDBoard Member
Cheryl KimmelBoard Member
Christopher A GessnerBoard Member
Christopher GessnerBoard Member
Christopher MillerBoard Member
Craig EsterlyBoard Member
Craig KilmerBoard Member
Cristie L HerbstBoard Member
Daniel GrantBoard member
Daniel Petro MDBoard Member
Daniel SullivanBoard Member
David A Lewis MDBoard Member
David Dausey PhDBoard Member
David FarnerBoard Member
David KaplanBoard Member
David PattonBoard Member
David RusselBoard Member
David T MartinBoard Member
David ZimmerBoard Member
Dawn McClellanBoard Member
Deborah BrodineBoard Member
Debra BarbaritaBoard Member
Denise JonesBoard Member
Desmond McDonaldBoard Member
Diana WoyBoard Member
Diane HolderBoard Member
Donald DevorrisBoard Member
Donald OwreyBoard Member
Donna CorneliusBoard Member
Douglas MuetzelBoard Member
Douglas P DickBoard Member
Dwane BrockBoard Member
Ed KarlovichBoard Member
Edward A DillsBoard Member
Edward HendersonBoard Member
Edward T KarlovichBoard Member
Elaine BellinBoard Member
Emily JarrettBoard Member
Eric ObergBoard Member
Esther Barazzone PhDBoard Member
Eva BlumBoard Member
F J LucchinoBoard Member
Frances VaughnBoard Member
Frank VictorBoard Member
Franklin H KellyBoard Member
G Nicholas Beckwith IIIBoard Member
Gail WelchBoard Member
Garry GossBoard Member
Gary BucciarelliBoard Member
George A Huber EsqBoard Member
Gerald MurrayBoard Member
Gizelle DeanBoard Member
Grant J Hormell MDBoard Member
Gregory Baldwin EsqBoard Member
Gregory K PeasleeBoard Member
Gregory SpencerBoard Member
Hendley HogeBoard Member
Honorable Lisa Pupo LenihanBoard Member
Honorable Richard NygarrdBoard Member
Howard W Hanna IIIBoard Member
Hugh BrannanBoard Member
Irving J LattermanBoard Member
Jack SinclairBoard Member
James DrenningBoard Member
James FergusonBoard Member
James HeasleyBoard Member
James L DaughertyBoard Member
James Routch EsqBoard Member
Janet SchachtnerBoard Member
Jay BruceBoard Member
Jay RobertBoard Member
Jay W Cleveland JrBoard Member
Jeannette South-Paul MDBoard Member
Jeffrey A RomoffBoard Member
Jeffrey Beach CPABoard Member
Jerome ShafferBoard Member
Jessica PhillipsBoard Member
Jo Ellen KenneyBoard Member
Joan RogersBoard Member
Joel Nelson MDBoard Member
John Campbell CPABoard Member
John D Houston IIBoard Member
John LovelaceBoard Member
John R Blackburn IIIBoard Member
John SurmaBoard Member
John WatersBoard Member
Johnny JohnsonBoard Member
Joon Sup Lee MDBoard Member
Joseph C WaltonBoard Member
Joseph Carrico EdDBoard Member
Joseph F LongBoard Member
Judge Jill RangosBoard Member
Judi SeltzerBoard Member
Judith K LinaburgBoard Member
Judy JacksonBoard Member
Julie CampbellBoard Member
Julie Dolan CylenicaBoard Member
Karen PfefferBoard Member
Karen Wolk Feinstein PhDBoard Member
Katherine ErlichmanBoard Member
Kathy Mayle TownsBoard Member
Kathy WagnerBoard Member
Keith PemrickBoard Member
Keith RomigBoard Member
Keith Taylor PhDBoard Member
Kent TonkinBoard Member
Kevin McDermottBoard Member
Kim Burns-WardBoard Member
Korry Green EsqBoard Member
Kurt BergmanBoard Member
Larry AdamsBoard Member
Laura ThomasBoard Member
Laurie MulveyBoard Member
Lawrence A DiNardo VE JCLBoard Member
Lawrence N GumbergBoard Member
Leonard A Zimmerman MDBoard Member
Leslie Braksick PhDBoard Member
Leslie C DavisBoard Member
Leslie DavisBoard Member
Linda MyersBoard Member
Loren Roth MDBoard Member
Lori ReynoldsBoard Member
Lorrie Speir-ChrastinaBoard Member
Louis MerrymanBoard Member
Louis PlungBoard Member
MSGR Michael ServinskyBoard Member
Mabel JordanBoard Member
Margaret CalvertBoard Member
Margaret CawthernBoard Member
Margaret P Joy EsqBoard Member
Marilyn CainBoard Member
Mark A NordenbergBoard Member
Mark AloeBoard Member
Mark RaimyBoard Member
Mark Salerno MDBoard Member
Mark SevcoBoard Member
Marlee S Myers EsqBoard Member
Marshall Webster MDBoard Member
Martha Hartle Munsch EsqBoard Member
Martin G McGuinnBoard Member
Mary BulaBoard Member
Mary Jo Howard Dively EsqBoard Member
Mary Pat SoltisBoard Member
Matthew LaVerdeBoard Member
Michael FlahertyBoard Member
Michael GraceBoard Member
Michael P SullivanBoard Member
Michael SettimioBoard Member
Michael SweeneyBoard Member
Michael WaltonBoard Member
Michele AtkinsBoard Member
Nancy CampbellBoard Member
Nancy DevorrisBoard Member
Nancy FogleBoard Member
Neil Y Van HornBoard Member
Nicholas ScottBoard Member
Nikki NordenbergBoard Member
Noreen FredrickBoard Member
Noreen StegkamperBoard Member
Olivia LazorBoard Member
Patricia J KutcherBoard Member
Patricia KaufmanBoard Member
Patrick GallagherBoard Member
Paul VeyBoard Member
Paul WinklerBoard Member
Paula GarafolaBoard Member
Peter W EisenbrandtBoard Member
Rachel Riley-LavelleBoard Member
Rajesh Sehgal MDBoard Member
Ralph T DeStefanoBoard Member
Raymond EckenrodeBoard Member
Raymond HessBoard Member
Renee Crosby-SkinnerBoard Member
Rev Lee WeberBoard Member
Rev Martin RothBoard Member
Rev Ray ShortBoard Member
Rev Scott QuinnBoard Member
Reverand James ShoucairBoard Member
Richard S HamiltonBoard Member
Robert BilgerBoard Member
Robert BlosatBoard Member
Robert ButterBoard Member
Robert DeMichieiBoard Member
Robert E WertzBoard Member
Robert G LovettBoard Member
Robert HalbritterBoard Member
Robert HofmannBoard Member
Robert J Cindrich EsqBoard Member
Robert M HernandezBoard Member
Robert MontlerBoard member
Robert SchollBoard Member
Robert a DemichieiBoard Member
Roberta GoldstoneBoard Member
Rod E WiltBoard Member
Ronald McCallBoard Member
Ronald R Davenport JrBoard Member
Ruth WeaverBoard Member
Sam BellichBoard Member
Samuel R Magee MDBoard Member
Sandra McAnallenBoard Member
Sandra TomlinsonBoard Member
Sarah MeehanBoard Member
Scott LammieBoard Member
Shelia FineBoard Member
Sherry DelGrossoBoard Member
Sister Candace IntrocasoBoard Member
Sister Candace Introcaso DCP PhDBoard Member
Stephen Perkins MDBoard Member
Steve GargaszBoard Member
Steven D KilburnBoard Member
Steven D Shapiro MDBoard Member
Sue Ann Striffler GalaskiBoard Member
Sunil WadhwaniBoard Member
Susan Baker ShipleyBoard Member
Sy HolzerBoard Member
Terry WoodBoard Member
Thomas J MalvarBoard Member
Thomas LevineBoard Member
Thomas Tupitza EsqBoard Member
Thomas W SterlingBoard Member
Timothy BrooksBoard Member
Todd RoadmanBoard Member
Troy VanAkenBoard Member
V James FiorenzoBoard Member
V Thomas Worrall MDBoard Member
Vincent J FiorenzoBoard Member
W Duff McCradyBoard Member
Wilford PayneBoard Member
William A Geary MDBoard Member
William EarnestBoard Member
William Strickland JrBoard Member
William WallenBoard Member
Wilma McNeeseBoard Member
Mehboob Chaudhry MDBoard Member and Med Staff Pre
Bryant Wesley EsqBoard Member and Secretary
Joon Sup Lee MDBoard Member and Secretary
Linda SchellBoard Member and Secretary
Edward T KarlovichBoard Member and Treasurer
Jerome ShafferBoard Member and Treasurer
Robert BlosatBoard Member and Treasurer
Thomas NewmanBoard Member and Treasurer
William A NigroBoard Member Treas and CFO
Ann EvansBoard Member Treasurer and CFO
Sarah BolandBoard Member, Sec and Treas
Scott LammieBoard Member, Sec and Treas
Jerome ShafferBoard Member, Treas & CFO
William A NigroBoard Member, Treas and CFO
Linda EvansBoard Member, Treas and Sec
Scott LammieBoard Member, Treas, and CFO
John KuzmishinBoard Member, Treas, Sec & CFO
Richard BondiBoard Member, Treas, Sec & CFO
William A NigroBoard Member,Treas and CFO
Bernard CreppageBoard Member/ Treasurer
Jean GeistBoard Member/Secretary
Angela DuvallBoard Secretary
Ann BenzelBoard Secretary
Bruce ErbBoard Secretary
Debra A DinnocenzoBoard Secretary
Frank MosesBoard Secretary
James DrenningBoard Secretary
Joy PetersBoard Secretary
Kelly BaileyBoard Secretary
Margaret AdamsBoard Secretary
Marshall Webster MDBoard Secretary
Rose Almon-MartinBoard Secretary
John D Houston IIBoard Treas and Board Sec
Ann EvansBoard Treasuer and CFO
Francis W Finley JrBoard Treasurer
Harold KannBoard Treasurer
James GonsmanBoard Treasurer
Karen SmithBoard Treasurer
Peter W EisenbrandtBoard Treasurer
Robert Okonak JrBoard Treasurer
Christopher StockhausenBoard Treasurer and CFO
Robert GriffithBoard Treasurer and CFO
Brad DingerTreasurer and Board Member
Thomas NewmanAsst Treasurer and CFO
Mario WilfongCFO
Stephen DanchCFO
Mario WilfongCFO and VP Admin
Diane HolderExec VP, Pres UPMC Health Plan
Cecil MillerSecretary
Robert Devlin EsqSecretary
Brad DingerTreasurer
C Talbot Heppenstall JrTreasurer
Edward T KarlovichTreasurer
Ann EvansTreasurer and CFO
Ronald J McConnellTreasurer and Secretary
Daniel GrantVice Pres and COO

Highest Paid Contractors

ContractorServicesLocationCompensation
PJ DICK Contracting IncGeneral Contractor225 North Shore Drive, Pittsburgh, PA 15212$43,188,723
Centers for Rehab ServicesRehab Services625 Walnut Street, Mckeesport, PA 15132$35,911,831
Central Blood BankBlood Services429 Fourth Ave, Pittsburgh, PA 15222$20,660,778
MEDICOR Associates IncMedical Services120 East 2nd Street, Erie, PA 16507$20,374,697
ITXM Clinical ServicesLaboratory Services3636 Blvd of the Allies, Pittsburgh, PA 15213$15,896,894
Revenue and Support

Revenue Composition

Contributions and Grants
$78,343,777
Program Service Revenue
$11,589,721,855
Investment Income
$28,141,010
Other Revenue
$-348,220
All Other Contributions
$34,930,435
Change in Net Assets
$345,735,447

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$488,056Fair Market Value
Other Non Cash Contri Table5$236,759Fair Market Value
Other Non Cash Contri Table195$175,306Fair Market Value
Clothing and Household Goods-$42,987Fair Market Value
Other Non Cash Contri Table182$34,684Fair Market Value
Other Non Cash Contri Table3$32,800Fair Market Value
Collectibles6$29,800Fair Market Value
Other Non Cash Contri Table90$26,126Fair Market Value
Books and Publications-$18,595Fair Market Value
Food Inventory4$16,047Fair Market Value
Other Non Cash Contri Table2$11,500Fair Market Value
Other Non Cash Contri Table3$10,363Fair Market Value
Other Non Cash Contri Table37$8,345Fair Market Value
Other Non Cash Contri Table7$7,389Fair Market Value
Works of Art1$450Fair Market Value
Total Noncash Contributions536$1,139,207-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,329,366,757
Salaries, Compensation, and Employee Benefits$5,008,355,479
Grants and Similar Amounts Paid$12,400,739
Total Fundraising Expense$30,855
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,592,190,714$582,077,981-$4,174,268,695
All Other Expenses$967,422,905$116,134,518$30,855$1,083,588,278
Depreciation Depletion$399,015,747--$399,015,747
Other Employee Benefits$352,020,750$37,310,361-$389,331,111
Other Expenses$292,173,515--$292,173,515
Occupancy$202,354,758$37,547,788-$239,902,546
Payroll Taxes$182,329,482$30,446,752-$212,776,234
Pension Plan Contributions$106,435,436$38,259,005-$144,694,441
Information Technology$44,945,347$85,663,599-$130,608,946
Insurance$77,307,056$15,075,399-$92,382,455
Current Officers, Directors, Trustees, and Key Employees$38,366,285$48,918,713-$87,284,998
Office Expenses$52,299,790$31,412,856-$83,712,646
Fees for Services Other$79,016,923$2,128,083-$81,145,006
Advertising$27,498,288--$27,498,288
Fees for Services Legal$2,121,060$24,419,943-$26,541,003
Travel$16,313,378$4,845,981-$21,159,359
Fees for Services Management$15,423,552$2,643,172-$18,066,724
Grants to Domestic Orgs$12,400,739--$12,400,739
Interest$6,257,874$3,478,335-$9,736,209
Fees for Services Accounting-$5,374,044-$5,374,044
Fees for Service Investment Mgmnt Fees-$3,434,529-$3,434,529
Conferences and Meetings$2,681,153$625,132-$3,306,285
Fees for Services Lobbying-$2,054,779-$2,054,779
Total Functional Expenses$10,278,241,150$1,071,850,970$30,855$11,350,122,975
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of PittsburghPittsburgh, PA501(c)(3)Education$5,378,976
Contact AltoonaAltoona, PA501(c)(3)Charitable Donation$562,056
The United WayPittsburgh, PA501(c)(3)Charitable Donation$485,160
Childrens Hospital of Pgh FoundationPittsburgh, PAGovernmentHealthcare Support$482,404
American Heart AssociationPittsburgh, PA501(c)(3)Heart Disease Research$308,079
Duquesne University of the Holy SpiritPittsburgh, PA501(c)(3)Education$301,000
Allegheny Conf on Community DevelopmentPittsburgh, PAGovernmentCharitable Donation$288,500
Passavant Hospital FoundationPittsburgh Pa, PA501(c)(3)Healthcare Support$232,351
Jewish Healthcare Foundation PghPittsburgh, PA501(c)(3)Healthcare Support$200,000
Magee Women's Research Institute & FDNPittsburgh, PA501(c)(3)Education & Res$178,861
Western Psychiatric Inst & Clinic of UPMCPittsburgh, PA501(c)(3)Healthcare Support$151,332
Family House IncPittsburgh, PA501(c)(3)Community Devel$130,500
American Cancer Society IncAtlanta, GA501(c)(3)Cancer Research$126,100
Animal FriendsPittsburgh, PA501(c)(3)Charitable Donation$121,800
East Liberty FamilyPittsburgh, PA501(c)(3)Charitable Donation$95,000
Pittsburgh Trust for Cultural ResourcesPittsburgh, PA501(c)(3)Charitable Donation$77,500
Oakland Business Improvement DistrictPittsburgh, PA501(c)(3)Charitable Donation$77,000
Gateway Medical SocietyPittsburgh, PA501(c)(3)Charitable Donation$74,500
Arthritis FoundationPittsburgh, PA501(c)(3)Arthritis Research$65,750
Upmc Horizon FoundationPittsburgh, PA501(c)(3)Healthcare Support$65,210
Community Liver AllianceMars, PAGovernmentLiver Research$60,000
Heritage Community Initiatives IncBraddock, PA501(c)(3)Community Devel$60,000
Juvenile Diabetes Research FoundationPittsburgh, PA501(c)(3)Diabetes Research$60,000
Upmc Hamot Aid SocietyErie, PA501(c)(3)Healthcare Support$59,222
Leukemia and Lymphoma Society IncPittsburgh, PA501(c)(3)Leukemia & Lymphoma Res$55,500
American Diabetes AssociationPittsburgh, PA501(c)(3)Diabetes Research$52,500
Pittsburgh Wine Festival LLCPittsburgh, PA501(c)(3)Charitable Donation$50,000
Historical Soc of W PaPittsburgh, PA501(c)(3)Community Devel$48,000
Western Pennsylvania ConservancyPittsburgh, PA501(c)(3)Community Devel$47,500
Persad Center IncPittsburgh, PA501(c)(3)Charitable Donation$45,000
Rehabilitation and Community Prov AssocHarrisburg, PA501(c)(3)Community Devel$45,000
The First Tee of PittsburghPittsburgh, PA501(c)(3)Charitable Donation$42,500
Cystic Fibrosis FoundationBethesda, MD501(c)(3)Cystic Fibrosis Res$40,000
Whc Global Health IncPittsburgh, PA-Charitable Donation$40,000
Big Brothers Big Sisters of Greater PghPittsburgh, PA501(c)(3)Community Devel$37,500
City of FarrellFarrell, PA501(c)(3)Community Devel$35,300
Farrell Area School DistrictFarrell, PA501(c)(3)Education$35,235
Greenville Area School DistrictGreenville, PA501(c)(3)Education$35,150
Borough of GreenvilleGreenville, PA501(c)(3)Community Devel$35,000
Delta Foundation of PittsburghPittsburgh, PA501(c)(3)Charitable Donation$35,000
Negro Educational Emergency DrivePittsburgh, PA501(c)(3)Education$35,000
Junior AchievementColorado Springs, CO501(c)(3)Community Devel$32,850
Blair County Chamber of CommerceAltoona, PA501(c)(3)Charitable Donation$32,500
Mighty Penguins Sled Hockey IncCheswick, PAGovernmentCharitable Donation$30,000
Silk Screen Asian AmericanPittsburgh, PA501(c)(3)Charitable Donation$30,000
The Miracle League of Southwestern PaCranberry Twp, PA501(c)(3)Charitable Donation$30,000
Urban League of Greater PghPittsburgh, PA501(c)(3)Community Devel$30,000
Peoples OaklandPittsburgh, PA501(c)(3)Charitable Donation$29,174
Gloria Gates Memorial FoundationAltoona, PA501(c)(3)Charitable Donation$28,250
Catholic Charities of the Diocese of PghPittsburgh, PA501(c)(3)Charitable Donation$26,200
Poise FoundationPittsburgh, PA501(c)(3)Charitable Donation$25,500
Ymca of Greater PittsburghPittsburgh, PA-Community Devel$25,500
Center for VictimsMcKeesport, PA501(c)(3)Community Devel$25,000
Cranberry Township Community ChestCranberry TWP, PA501(c)(3)Charitable Donation$25,000
Global LinksPittsburgh, PAGovernmentCharitable Donation$25,000
National Kidney Foundation IncNew York, NY501(c)(3)Kidney Research$25,000
Our Hearts to Your SolesSewickley, PA501(c)(3)Charitable Donation$25,000
Pittsburgh Zoo & AquariumPittsburgh, PA501(c)(3)Charitable Donation$25,000
Retreat & Refresh Stroke CampPeoria, IL501(c)(3)Charitable Donation$25,000
The American Ireland FundPittsburgh, PA501(c)(3)Charitable Donation$25,000
The Center That C a R E SPittsburgh, PA501(c)(3)Charitable Donation$25,000
The Women Girls Fnd of Southwestern PaPittsburgh, PA501(c)(3)Community Devel$25,000
Mario Lemieux FoundationPittsburgh, PA501(c)(3)Charitable Donation$24,100
Birmingham FoundationPittsburgh, PA501(c)(6)Charitable Donation$24,000
Pittsburgh Ballet Theatre IncPittsburgh, PA501(c)(3)Charitable Donation$22,500
Community Human Services CorpPittsburgh, PA501(c)(3)Community Devel$21,674
A Glimmer of Hope IncWexford, PA501(c)(3)Charitable Donation$21,350
Three Rivers Rowing AssocPittsburgh, PA501(c)(3)Charitable Donation$20,500
Family Services of WpaPittsburgh, PA501(c)(3)Community Devel$20,166
Als Association of Western PaPittsburgh, PA501(c)(3)ALS Research$20,000
Dapper Dan CharitiesPittsburgh, PA501(c)(3)Charitable Donation$20,000
Natl Ovarian Cancer CoalitionPittsburgh, PA501(c)(3)Ovarian Cancer Res$20,000
PowerPittsburgh, PA501(c)(3)Community Devel$20,000
Uptown Partners of PittsburghPittsburgh, PA501(c)(3)Charitable Donation$20,000
Allegheny Valley Trails Association IncFranklin, PA501(c)(3)Charitable Donation$19,125
Civic Light Opera Assoc of Greater PghPittsburgh, PA501(c)(3)Charitable Donation$18,000
Goodwill of Southwestern Pa IncPittsburgh, PA501(c)(3)Community Devel$16,000
Pittsburgh SymphonyPittsburgh, PA501(c)(3)Charitable Donation$15,281
American Red CrossPittsburgh, PA501(c)(3)Charitable Donation$15,019
Allegheny CountyPittsburgh, PA501(c)(3)Charitable Donation$15,000
Amer Assoc of People With DisabilitiesWashington, DC501(c)(3)Charitable Donation$15,000
Carnegie InstitutePittsburgh, PA501(c)(3)Education$15,000
Coro Center for Civic LeadershipPittsburgh, PA501(c)(3)Charitable Donation$15,000
Home Nursing Agency and VnaAltoona, PA501(c)(3)Charitable Donation$15,000
Kappa Scholarship Endowment Fund of W PaPittsburgh, PA501(c)(3)Education$15,000
Luminari IncPittsburgh, PA501(c)(3)Charitable Donation$15,000
Smart FuturesPittsburgh, PA501(c)(3)Charitable Donation$15,000
T Conn Sports IncBelle Vernon, PA501(c)(3)Charitable Donation$15,000
The Pittsburgh ProjectPittsburgh, PA501(c)(3)Community Devel$15,000
Jameson Healthcare FoundationNew Castle, PA501(c)(3)Healthcare Support$14,250
Crohns and Colitis Foundation of AmericaPittsburgh, PA501(c)(3)Crohns & Colitis Res$14,139
March of Dimes Birth Defects FoundationWhite Plains, NY501(c)(3)Charitable Donation$14,077
Hamot Health FoundationErie, PA501(c)(3)Healthcare Support$14,000
Pennsylvania Resource CouncilPittsburgh, PA501(c)(3)Charitable Donation$14,000
Pittsburgh OperaPittsburgh, PA501(c)(3)Charitable Donation$14,000
Eastern Minority Supplier Develop CouncilPittsburgh, PA501(c)(4)Charitable Donation$13,850
Bob Perks Cancer Assistance FundPort Matilda, PA501(c)(6)Cancer Research$13,500
New Pittsburgh Courier Publishing Co IncPittsburgh, PA501(c)(3)Charitable Donation$13,233
Laroche CollegePittsburgh, PA501(c)(3)Education$12,904
NAMI of S Western PAPittsbugh, PA501(c)(3)Charitable Donation$12,800
Cancer Caring CenterPittsburgh, PA501(c)(3)Cancer Research$12,750
National Multiple Sclerosis SocietyNew York, NY501(c)(3)MS Research$12,700
Our ClubhousePittsburgh, PA501(c)(3)Community Devel$12,650
Carlow UniversityPittsburgh, PA501(c)(3)Education$12,500
Mt Ararat Community Activity CenterPittsburgh, PA501(c)(3)Community Devel$12,500
Omicelo Dreamon Festival LLCPittsburgh, PA501(c)(3)Charitable Donation$12,500
Pittsburgh Public Theater CorpPittsburgh, PA501(c)(3)Community Devel$12,500
Pittsburgh Social Venture PartnersAllison Park, PA501(c)(3)Charitable Donation$12,500
Rodman Street Missionary Baptist ChurchPittsburgh, PA501(c)(3)Charitable Donation$12,300
Dollar Energy Fund IncPittsburgh, PA501(c)(3)Charitable Donation$12,000
Penn State UniversityUniversity Park, PA501(c)(3)Education$12,000
Mckeesport Hospital FoundationMcKeesport, PA501(c)(3)Healthcare Support$11,950
The Foundation of the Pa Medical SocietyHarrisburg, PA501(c)(3)Charitable Donation$11,620
Childrens Museum of PittsburghPittsburgh, PA501(c)(3)Community Devel$11,500
Fayette Emergency Medical ServiceConnellsville, PA501(c)(3)Healthcare Support$11,100
Women for a Healthy EnvironmentPittsburgh, PA-Community Devel$11,000
Ellyrose Productions LLCPittsburgh, PA501(c)(3)Charitable Donation$10,500
Municipality of MonroevilleMonroeville, PA501(c)(3)Community Devel$10,500
Allegheny County Medical SocietyPittsburgh, PA501(c)(3)Charitable Donation$10,240
Family Hospice and Palliative CarePittsburgh, PA501(c)(3)Charitable Donation$10,200
Attack Theatre IncPittsburgh, PA501(c)(3)Community Devel$10,000
Autism SpeaksNew York, NY501(c)(3)Autism Research$10,000
Beaver County Educational TrustBeaver, PA501(c)(3)Community Devel$10,000
Bloomfield Little Italy Days IncPittsburgh, PAGovernmentCharitable Donation$10,000
City TheatrePittsburgh, PA501(c)(3)Community Devel$10,000
EmergycareErie, PA501(c)(3)Charitable Donation$10,000
Erie Runners Club IncErie, PAGovernmentCharitable Donation$10,000
Hillman Cancer CenterPittsburgh, PA501(c)(3)Charitable Donation$10,000
Mattress Factory LtdPittsburgh, PA501(c)(6)Charitable Donation$10,000
Natl Assoc Advancement of Colored PeoplePittsburgh, PA501(c)(6)Charitable Donation$10,000
Natl Council of Jewish Women Pgh SectionPittsburgh, PA501(c)(3)Community Devel$10,000
Northern Allegh Cnty Chamber of CommerceWexford, PA501(c)(3)Charitable Donation$10,000
OrefRosemont, IL501(c)(3)Charitable Donation$10,000
Pittsburgh Arts and LecturesPittsburgh, PA501(c)(3)Charitable Donation$10,000
Pittsburgh FilmmakersPittsburgh, PA501(c)(3)Charitable Donation$10,000
Pittsburgh Lesbian and Gay Film SocietyPittsburgh, PA501(c)(3)Charitable Donation$10,000
Pittsburgh Urban Magnet ProjectPittsburgh, PA501(c)(3)Charitable Donation$10,000
Presque Isle PartnershipErie, PA501(c)(3)Charitable Donation$10,000
Roman Catholic Diocese of Pittsburgh FndPittsburgh, PA501(c)(3)Charitable Donation$10,000
Ronald Mcdonald House Charities PghPittsburgh, PA501(c)(3)Community Devel$10,000
Small Seeds Development IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
St Josephs Hospital of Tampa FoundationTampa, FL501(c)(3)Healthcare Support$10,000
The National Pancreas FoundationBethesda, MD501(c)(3)Charitable Donation$10,000
Thelma Lovete YmcaPittsburgh, PA501(c)(3)Community Devel$10,000
Turtle Creek ValleyBraddock, PA501(c)(6)Charitable Donation$10,000
Volunteers of AmericaPittsburgh, PA501(c)(3)Community Devel$10,000
Ywca of Greater PittsburghPittsburgh, PA-Community Devel$10,000
World Vision IncSewickley, PA-Charitable Donation$9,990
Steel City Dragon Boat Assoc IncPittsburgh, PA501(c)(3)Charitable Donation$9,500
Animal Rescue LeaguePittsburgh, PA501(c)(3)Charitable Donation$9,000
St Lucys Auxiliary to the BlindPittsburgh, PA501(c)(3)Charitable Donation$8,750
Pittsburgh Action Against RapePittsburgh, PA501(c)(3)Charitable Donation$8,500
Pittsburgh Penguins FoundationPittsburgh, PA501(c)(3)Charitable Donation$8,500
Presbyterian Senior CareOakmont, PA501( C)(6)Charitable Donation$8,500
South Side Chamber of CommercePittsburgh, PA501(c)(3)Charitable Donation$8,500
Physio-control IncRedmond, WA501(c)(3)Charitable Donation$8,136
IretaPittsburgh, PA501(c)(3)Education$8,000
Chatham BaroquePittsburgh, PA501(c)(3)Charitable Donation$7,500
Chuck Cooper FoundationPittsburgh, PA501(c)(3)Charitable Donation$7,500
Foundation of the Natl Student NurseBrooklyn, NY501(c)(3)Community Devel$7,500
Gwens GirlsPittsburgh, PA501(c)(3)Charitable Donation$7,500
Hair Peace CharitiesPittsburgh, PA501(c)(3)Charitable Donation$7,500
Lawrenceville CorpPittsburgh, PA501(c)(3)Charitable Donation$7,500
PATRICK NARDUZZI football camps llcPittsburgh, PA501(c)(3)Charitable Donation$7,500
Pennsylvania Women WorkPittsburgh, PA501(c)(3)Community Devel$7,500
St Margaret FoundationPittsburgh, PA501(c)(3)Healthcare Support$7,500
Wesley Spectrum ServicesPittsburgh, PA501(c)(3)Charitable Donation$7,500
All American Baseball CenterTrafford, PA501(c)(3)Community Devel$7,000
Epilepsy Foundation Western Central PaPittsburgh, PA501(c)(3)Epilepsy Research$7,000
Pa Baseball and Softball Coaches ClinicMedia, PA501(c)(3)Community Devel$7,000
World Series Tournaments IncCanonsburg, PA-Charitable Donation$7,000
Pa Geriatrics SocietyPittsburgh, PA501(c)(3)Charitable Donation$6,750
Depaul School for Hearing and SpeechPittsburgh, PA501(c)(3)Education$6,500
Woodlands FoundationWexford, PA-Charitable Donation$6,500
Western Regional EmsPittsburgh, PA-Charitable Donation$6,400
Childrens Home of PittsburghPittsburgh, PA501(c)(3)Community Devel$6,250
Alzheimers Disease & Related Disorders AsnChicago, IL501(c)(3)Alzheimers Research$6,025
American Middle East InstitutePittsburgh, PA501(c)(3)Charitable Donation$6,000
Brentwood Business Owners AssociationPittsburgh, PA501(c)(3)Charitable Donation$6,000
Celebrate Positive LLCGainesville, GA501(c)(3)Community Devel$6,000
County of YorkYork, PA501(c)(3)Community Devel$6,000
Montour Trail CouncilBridgeville, PA501(c)(3)Charitable Donation$6,000
NamiArlington, VA-Charitable Donation$6,000
Oakland Planning and Development CorpPittsburgh, PA501(c)(3)Charitable Donation$6,000
Pa Mental Health Consumer AssociationHarrisburg, PA501(c)(3)Charitable Donation$6,000
Central Pa Community FoundationAltoona, PA501(c)(3)Charitable Donation$5,800
Westmoreland Chamber of CommerceGreensburg, PA-Charitable Donation$5,750
Central Catholic High SchoolPittsburgh, PA501(c)(3)Education$5,550
Altoona Symphony Society IncAltoona, PA501(c)(3)Charitable Donation$5,500
Jewish Community CenterPittsburgh, PA501(c)(3)Community Devel$5,500
Muscular Dystrophy AssocErie, PA501(c)(3)Muscular Dyst Res$5,500
Monroeville Area Chamber of CommerceMonroeville, PA501(c)(3)Charitable Donation$5,400
Youth Leadership Institute of ErieErie, PA-Charitable Donation$5,250
Greater Pgh Community Food BankPittsburgh, PA501(c)(3)Community Devel$5,150
Message Carriers of Pa IncPittsburgh, PA501(c)(3)Charitable Donation$5,100

International Summary

Spending
$40,021,426

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Program ServicesHealth Care Education--$38,891,927
East Asia and the PacificProgram ServicesHealth Care Education--$389,123
Russia and the Newly Independent StatesProgram ServicesHealth Care Education--$130,279
North AmericaProgram ServicesHealth Care Education--$115,919
Middle East and North AfricaProgram ServicesHealth Care Education--$101,675
South AmericaProgram ServicesHealth Care Education--$78,945
Central America and the CaribbeanProgram ServicesHealth Care Education--$77,347
South AsiaProgram ServicesHealth Care Education--$68,669
East Asia and the PacificInvestments---$65,089
Europe (Including Iceland and Greenland)Investments---$52,776
Sub-Saharan AfricaProgram ServicesHealth Care Education--$24,316
South AsiaInvestments---$19,869
Sub-Saharan AfricaInvestments---$3,419
North AmericaInvestments---$2,073
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$865,966
Fundraising Gross Income$547,746
Gaming Direct Expenses$30,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Steeler Style$738,515$213,716$268,979$-55,263
Stanley Marks$370,582$103,535-$103,535
Total Events$1,978,094$547,746$865,966$-318,220
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
See Part V----

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Exempt Parent$1,127,034,368
Insurance Claims Liabilities$128,405,035
Other Current & Lt Liabilities$67,331,553
Patient Dep/cred Balances$42,421,183
Due to Third Party Payors$37,728,405
Pension Liabilities$27,349,965

Bond Issues

BondIssuerIssuedIssue PricePurpose
CErie County Hospital Authority2010-05-06$35,000,000Hamot Series 2010ABC See Schedule
BErie County Hospital Authority2007-07-31$30,141,552Hamot Series 2007 See Schedule O
CBlair County General Authority2012-05-03$2,200,000HNA Series 2012

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$35,000,000$23,950,608$19,335,000$522,137
B$31,252,910$0$0$328,700
C$2,200,000$0$332,243$40,007

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Part VI Governance, Management, and Disclosure

SECTION A: GOVERNING BODY AND MANAGEMENT QUESTION 1: The total number of voting board members and total number of independent board members represent a composite of all of the required UPMC Group subordinates. However, these numbers do not include ex-officio or other board members who are not entitled to vote on board matters or members of boards that are advisory in nature and subject to the authority of the UPMC parent board for material board decisions. Although the composite numbers for the UPMC Group do not reflect majority board independence, all of these boards are ultimately subordinate to the UPMC parent board. THE UPMC PARENT BOARD HAS A MAJORITY OF MEMBERS THAT ARE INDEPENDENT (75%). Please see the UPMC parent Form 990 for more information. Question 2: Multiple UPMC Officers, Directors, Trustees, and/or Key Employees have relationships by virtue of the fact that they are also Officers, Directors, Trustees, and/or Key Employees of UPMC subsidiaries and affiliates. These relationships are not separately disclosed below because they are not "business relationships" for the purposes of the Form 990. Question 6: MOST OF THE UPMC GROUP ENTITIES HAVE A SOLE MEMBER, WHICH IS UPMC PARENT. A SMALL NUMBER OF GROUP ENTITIES HAVE MORE THAN ONE MEMBER. IN ALL CASES, THE MEMBERS ARE EXEMPT ORGANIZATIONS. ULTIMATELY THE GROUP ENTITIES AND THEIR RESPECTIVE MEMBERS (IF THE MEMBER(S) ARE NOT UPMC PARENT) ARE CONTROLLED BY UPMC PARENT. Question 7A and B: IN THE CASE OF MOST OF THE UPMC GROUP ENTITIES, THE MEMBER(S) APPOINT A SIGNIFICANT PORTION OF THE ENTITIES' BOARDS OF DIRECTORS (IF NOT THE ENTIRE BOARD). IN THE CASE OF MOST OF THE GROUP ENTITIES, THE MEMBER(S) ALSO HAVE THE RIGHT TO INITIATE, APPROVE OR OVERTURN ACTIONS OF THE ENTITIES' BOARDS. IN ADDITION, THE MEMBERS' ACTIONS, IF THE MEMBER(S) IS NOT UPMC PARENT, IS IN MOST CASES SUBJECT TO THE OVERALL AUTHORITY OF THE UPMC PARENT BOARD.

Part VI Governance, Management, and Disclosure

SECTION B: POLICIES Question 11a & b: UPMC is the parent organization of the filing entity, group, and has, with respect to most entities in the group, the discretion and authority to initiate or veto actions taken by group member governing bodies. With respect to the remaining members, UPMC's authority is limited slightly but still significant, encompassing major matters including financial and tax matters. The completed group Form 990 was reviewed by the UPMC Chief Financial Officer, members of the Corporate Tax Department, members of the Corporate Legal Department, and other members of UPMC's management prior to its filing. Various sections of the 990 were also reviewed by the Chief Executive Officer of UPMC and committees of UPMC's Board of Directors, as applicable. For example, the Executive Compensation Committee of the Board reviewed sections related to compensation and related party transactions. In addition, the Board of Directors established a 990 Subcommittee, comprised of the Chairs of the UPMC Board, Executive Compensation Committee, Ethics and Compliance Committee, Finance Committee and Audit Committee, which reviewed the entire completed Form 990. Additionally the Form 990 is reviewed by an outside independent public accounting firm who as part of the process signs the return as Paid Preparer. After this review but prior to filing, the full UPMC Board of Directors was notified that the completed Form 990 was available for review on the Board's secure website. Also prior to filing, management provided the opportunity for all board members of the full UPMC Board to ask any questions or raise any comments on the full return they were provided. Question 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 people 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 of 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. Question 15a and b: 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 ad

Part VI Governance, Management, and Disclosure

SECTION C: DISCLOSURE Question 19: UPMC's Public Website (www.upmc.com) makes its financial results, conflict of interest process, and various information about the governance and oversight available to the public. ADDITIONAL INFORMATION MAY BE SUPPLIED UPON SPECIFIC REQUEST FOR DATA NOT POSTED TO THE WEB SITE.

Part VII Compensation of Officers, Directors, Trustees, Key Empl

HIGHEST COMPENSATED EMPLOYEES AND INDEPENDENT CONTRACTORS Pursuant to Treasury regulation Section 1.6033-2(D)(5) The sponsoring entity of UPMC Group, UPMC, has elected to report information about contributions, gifts, grants and similar amounts received; information about officers, directors, trustees, and key employees; certain other highly paid employees; certain professional contractors; and certain other contractors on a consolidated basis along with all members of the group in the UPMC Group return. THE COMPENSATION AMOUNTS LISTED REPRESENT THE FULL AND COMPLETE COMPENSATION PACKAGES PAID TO THE INDIVIDUALS FOR PERFORMING THEIR ASSIGNED DUTIES AT UPMC. A PORTION OF THE COMPENSATION DISCLOSED MAY RELATE TO EARNED AND PREVIOUSLY REPORTED DEFERRED COMPENSATION. A PORTION OF THE BENEFITS DISCLOSED MAY RELATE TO EARNED BUT UNPAID DEFERRED COMPENSATION. ALL SALARIES AND BENEFITS REPORTED ARE BASED ON INDIVIDUALS' OPERATIONAL POSITIONS AND ARE NOT FOR SERVICES PERFORMED AS DIRECTORS OR BOARD MEMBERS. BOARD POSITIONS ARE ALL VOLUNTEER AND UNPAID. PART VII OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES INDIVIDUALS THAT HOLD REPORTING POSITIONS WITH MORE THAN ONE ORGANIZATION ARE LISTED SEPARATELY IN PART VII WITH REGARD TO EACH ENTITY. INDIVIDUALS ARE COMPENSATED FOR OPERATIONAL ROLES ONLY, NOT FOR DUTIES PERFORMED AS DIRECTORS OR BOARD MEMBERS. COMPENSATION DISCLOSED FOR PERSONS WHOSE ROLE IS LISTED AS BOARD MEMBER IS COMPENSATION FROM THE SAME OR RELATED ORGANIZATION FOR AN OPERATIONAL ROLE AND NOT FOR THE DISCLOSED PERSON'S ROLE AS A BOARD MEMBER. ALL BOARD POSITIONS FOR ALL GROUP ENTITIES ARE VOLUNTARY AND UNPAID. The total hours disclosed in Part VII relates to the position for which the person is disclosed except in the case where the person is also employed by the same distinct entity. In such case, the hours reflect average hours spent in their operational role. For purposes of disclosure average hours per week for a full time person is listed as 40 hours, however, in almost all cases, this is a conservative estimate and most work hours in excess of 40 per week.

Filing and Contact Details

Filer

Filer Name
Upmc Group
EIN
20-8295721
In Care Of
% ROBERT A DEMICHIEI
Phone
4126472345
Address
600 GRANT ST 58TH FLR CORP TAX, PITTSBURGH, PA 15219

Signing Officer

Name
Robert a Demichiei
Title
Executive VP and CFO
Signed
2017-05-10

Organization Details

Principal Officer
Robert DeMichiei
Formed
2006
Legal Domicile
Pa
Voting Board Members
56
Independent Board Members
21
Employees
59,761
Volunteers
6,219

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
James E Steen
Phone
4126447800
Supplemental Narrative

Additional Explanations

Part 1 Summary

PART 1, LINE 5 AND PART V LINE 2A THE TOTAL NUMBER OF INDIVIDUALS EMPLOYED IN CALENDAR YEAR 2015 OF 59,761 IS REPRESENTATIVE OF THE SUM OF ALL INDIVIDUALS EMPLOYED BY EACH OF THE 47 SEPARATE AND DISTINCT LEGAL ENTITIES THAT ARE SUBSIDIARIES OF UPMC AND ARE INCLUDED IN THE GROUP RETURN. PART I, LINE 8 CONTRIBUTIONS, GRANTS AND SIMILAR AMOUNTS RECEIVED: Pursuant to Treasury regulation Section 1.6033-2(D)(5) the sponsoring entity of UPMC Group, UPMC, has elected to report information about contributions, grants and similar amounts received; information about officers, directors, trustees, and key employees; certain other highly paid employees; certain independent contractors on a consolidated basis along with all members of the UPMC Group return.

Part III Statement of Program Service Accomplishments

UPMC Group - EIN 20-8295721 UPMC Group reflects the composite information and operations of forty seven (47) tax exempt entities, including 13 hospital entities, 11 physician service entities, 3 skilled nursing facilities, and 20 other ancillary service and support entities from within the UPMC (University of Pittsburgh Medical Center) integrated healthcare delivery system (IHDS). This delivery system is comprised of premier healthcare providers such as acute inpatient hospitals, cancer treatment facilities, physician groups, skilled nursing facilities and other organizations providing healthcare support services that patients may need. During the fiscal year ended June 30, 2016, the entities within UPMC Group admitted 204,080 inpatients, recorded 1,170,246 inpatient days, 709,984 emergency room visits, 178,925 surgeries, and 663 transplants. They provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at cost, of over $615,000,000. UPMC Group members provided services to the community through charitable donations, subsidized programs, outreach programs, health screenings, educational classes, and volunteer services at a cost of over $194,000,000. UPMC Group also provided funding for research and health professions education in excess of $378,000,000. The thirteen hospitals that are part of UPMC Group are UPMC Presbyterian Shadyside, Childrens Hospital of Pittsburgh of UPMC, Magee-Womens Hospital of UPMC, UPMC Mercy, UPMC St. Margaret, UPMC Passavant, UPMC Horizon, UPMC Northwest, UPMC McKeesport, UPMC Bedford, UPMC East, UPMC Hamot, and UPMC Altoona. UPMC Presbyterian Shadyside is the academic hub of UPMCs inpatient provider services, and is the regions largest inpatient acute care hospital. The mission of UPMC Presbyterian Shadyside is to provide premier programs in patient care, biomedical and health services research, and teaching that will contribute to the prevention, diagnosis, and treatment of human disease and disability, regardless of patients ability to pay. The facilities that are a part of the UPMC Presbyterian Shadyside campuses are UPMC Presbyterian, UPMC Shadyside, Western Psychiatric Institute and Clinic (WPIC), UPMC Montefiore, and Eye and Ear Institute. UPMC Presbyterian Shadyside has leading programs in organ transplantation, oncology, cardiology and cardiothoracic surgery, critical care medicine and trauma services, neurosurgery, orthopedics, ophthalmology, and behavioral health, as well as other medical specialties. UPMC Presbyterian (including UPMC Montefiore) is a 789-bed teaching hospital that has been providing health care since 1893. UPMC Shadyside is a 520-bed tertiary hospital that has been serving the residents of Pittsburgh and the tri-state area since 1866 and is a MagnetTM designated hospital. Magnet status is one of the highest achievements a hospital can obtain in professional nursing, and demonstrates nursing excellence, a commitment to quality patient care, and a healthy work environment. Western Psychiatric Institute and Clinic is a 304-inpatient-bed facility that is a national leader in the treatment of mental health and addictive disorders. UPMC Presbyterian Shadyside provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $246,000,000. UPMC Presbyterian Shadyside is actively involved in sponsoring many programs for patients, children, teens, seniors, and the community as a whole and provides the services to the community through charitable donations, subsidized programs, outreach programs, referral centers, screenings, educational classes, and mentorships, which are collectively targeted at patients, patients families, and the community at large, at a cost of $46,000,000. UPMC Presbyterian Shadyside also funded research and health professions education at a cost of $153,000,000. UPMC Presbyterian Shadyside reached the community through many educational presentations, health fairs a

Part III Statement of Program Service Accomplishments Continued

Magee-Womens Hospital of UPMC (Magee) enhances the health care and well-being of women, men, infants, and their families. It is a full-service acute care, research and teaching center for women, men, and newborns. As a National Center of Excellence in Womens Health, Magee is consistently recognized for medical excellence and innovation, outstanding patient care, education, research, standards development, and advocacy. Magee is committed to providing superior care to area families, regardless of their ability to pay. Magee provides an expanded range of services to both men and women including the following: diagnostic imaging, including CT and MRI, a heart center, bariatric surgery, orthopaedics, digestive disorder treatment, pulmonology, thoracic surgery, plastic surgery, vascular surgery, cancer treatment, neurology, and urology. Recognized as a National Center of Excellence in Womens Health by the US Department of Health and Human Services, Magee serves as the teaching facility for obstetrics, gynecology, gynecologic oncology, and neonatology for the University of Pittsburgh (the University). Members of the medical staff hold academic appointments at the University and are actively involved in education and research, as well as patient care. Nearly 11,000 births occur at Magee each year. Magee is also the regional referral center for high-risk maternal care. The hospitals neonatal intensive care unit is the largest in Pennsylvania, treating more than 2,000 seriously or critically ill infants annually. Magee offers the MyMageePregnancy app that is available via their social media page. The app includes health information and healthy behaviors for pregnant women such as prenatal testing, breastfeeding, exercise and vitamins. The information can be shared on social media, allowing expectant parents to keep family and friends updated. Nurse educators respond to various health concerns of women in the community who call Magee and are directed to the Department of Education for phone consultation. These calls are often from the general public rather than from Magee patients. The Prenatal Email Program provides weekly emails, at no cost, to pregnant women and their families. These emails include information on the growing baby, current research findings on newborn health, and healthy behaviors for pregnant women. Magee is actively involved in the community, serving infants, teens, women, men, and their families. During the fiscal year ended June 30, 2016, Magee provided charitable contributions and community service programs and similar funding of approximately $10,000,000. Magee provided funding for research and health professions education at a cost of over $20,000,000. Magee provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $90,000,000 for the fiscal year ended June 30, 2016. Hillman Cancer Center (the Center) is the flagship treatment and research facility of UPMC. Home to the state-of-the-art clinical services of UPMC and the nationally and internationally recognized research of the UPCI, Hillman Cancer Center provides specialized diagnosis, treatment, prevention, and care for patients and their families. Hillman Cancer Center is home to internationally regarded surgical, medical, and radiation oncology specialists, who perform treatment procedures unavailable elsewhere in the region. The Center also has the region's most advanced imaging technologies to detect cancer and monitor treatment. Hillman Cancer Center is home to a component of the National Institutes of Health-funded General Clinical Research Center, which provides support for the conducting of clinical trials. Beyond clinical care, Hillman Cancer Center also has a full range of services to help patients better cope with cancer. Patients and their families have access to a wide array of educational, counseling, nutritional and genetic resources. UPMC Mercy, established in 1847 by the Sisters o

Part III Statement of Program Service Accomplishments Continued

UPMC St. Margaret is a 248-bed acute-care and teaching hospital serving primarily the more than 250,000 residents of Pittsburghs northern and eastern suburbs and is a MagnetTM designated hospital. Magnet status is the highest international recognition for nursing excellence and leadership. Founded in 1898, UPMC St. Margaret is home to one of the oldest and largest family practice residency programs in Pennsylvania. UPMC St. Margaret is committed to its mission of providing quality health care to all in need and has put in place policies to assure access to its services, regardless of ability to pay. It provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $22,000,000 in the fiscal year ended June 30, 2016. UPMC St. Margaret also provided services to the community through free or low-cost outreach programs targeted at patients, patients families, and the community. All of these programs have assisted thousands of people in the community with the cost of over $2,800,000 borne by the hospital in the fiscal year ended June 30, 2016. UPMC St. Margaret also funded schools of health professions and medical residency programs as well as medical research at a combined cost of over $8,500,000 in fiscal year 2016. UPMC St. Margarets paramedic response team provides advanced life support to patients and assistance to local ambulance services. The unit is staffed with a staff paramedic who responds to assist when dispatched by county 911 operators. Patients, family members and members of the community have access to the medical library at UPMC St. Margaret. The library provides health and disease-specific research, internet, email access, and recreational reading materials. The community, including students, patients, nurses, and physicians, routinely accesses the librarys extensive collection of books and periodicals as a part of information gathering. Free or discounted parking was provided to all patients who came to the hospital for outpatient services. Financial assistance was provided to cover the cost of cab rides for inpatients being discharged to their homes and to outpatients following services at the hospital. Free medications are distributed by UPMC St. Margaret through the family health center pharmacists and physicians to supply indigent patients with maintenance medications. UPMC St. Margaret offered free flu shots and cholesterol and glucose screenings to area residents age 65 and older and to individuals with chronic health conditions. Founded in 1849, UPMC Passavant is a provider of quality health care services to patients in the areas of acute care, emergency care, inpatient care, outpatient care, and community outreach. It provides these services to patients in the northern metropolitan region of Pittsburgh and Allegheny County and southern Butler County, regardless of their ability to pay. As UPMCs tertiary care center north of Pittsburgh, this state-of-the-art hospital offers UPMCs brand of world-class medical care at two campuses to serve communities north of the city. Through UPMC Passavant, high-quality care and all of the resources of an academic medical center are now more readily available to residents north of Pittsburgh. With strong specialty programs in heart care, cancer care, orthopaedics, and spine surgery at the McCandless campus; a Comprehensive Breast Center and state-of-the-art Imaging Center at the Cranberry campus; a truly patient-and-family-centered atmosphere; and expansion projects under way at both hospital campuses, UPMC Passavant is demonstrating its commitment to excellence in patient care. During the fiscal year ended June 30, 2016, UPMC Passavant provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of over $43,500,000. UPMC Passavant provided many community outreach and support programs in fiscal year 2016 that included health fairs, health screenings, educational/counsel

Part III Statement of Program Service Accomplishments Continued

Founded in 1894, UPMC McKeesport is a nonprofit acute care community hospital that primarily serves the residents of McKeesport and the surrounding area. UPMC McKeesport is a teaching hospital, with residency programs in both family practice and internal medicine. UPMC McKeesport provides a wide range of quality health care services, regardless of race, creed, sex, national origin, handicap, age, or ability to pay. It is located in a geographic area of economic distress, and much of the surrounding community is recognized as medically underserved, with a population that is elderly and economically disadvantaged. The hospitals mission is to serve the community with respect to providing health care services and health care education to all persons. Therefore, in keeping with the hospitals commitment to serve all members of its community, the following were provided regardless of an individuals ability to pay: free care and/or subsidized care, care provided to persons covered by governmental programs at below cost, and health activities and programs to support the community. During the fiscal year ended June 30, 2016, UPMC McKeesport provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost in excess of $12,800,000. The hospital also provides services to the community through outreach programs, referral centers, screenings, educational classes, and funding of schools for health professions, which are targeted at patients, patients families, and the community. The estimated costs of providing these services, as well as funding education and research support, in fiscal year 2016 were approximately $3,000,000 and $6,300,000 respectively. Family medicine faculty volunteered at a free clinic on a weekly basis, providing medical care and pharmacy services to the uninsured and homeless residents of McKeesport and surrounding areas. The hospital provided free parking for clients, community programming, and non-employee initiatives. UPMC McKeesport also provided transportation in the form of geriatric van services and uncompensated rides through many local vendors for the McKeesport community. UPMC McKeesport has a leadership role in the Mon River Fleet Community Partnership, which provided free influenza immunizations to community residents. The hospital offered space at reduced rates to various charitable/community organizations and enhanced the quality of life for area seniors by offering screenings, socialization opportunities, and health education. UPMC McKeesport provided food and snacks for various organizations meetings, and staff packed bags of food for the YMCA school program so children in the community did not go hungry on the weekends. UPMC Bedford is an acute care general hospital, located in Everett, Pennsylvania, with units for medical care, surgical care, obstetrical care, intensive care, and telemetry services. It offers a variety of diagnostic capabilities, including CT scan and MRI. The hospital operates a cardiac-pulmonary rehabilitation program, an outpatient procedure unit, and an ambulatory surgical unit. The emergency facilities include 24-hour in-house coverage, a licensed heliport for emergency transport, and trauma center affiliation. UPMC Bedford is committed to providing services to all members of the community, regardless of their ability to pay. During the fiscal year ended June 30, 2016, UPMC Bedford provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $7,800,000. The hospital also provided services, with an aggregate value of over $2,000,000 to the general population through outreach programs targeted at patients, patients families, and the community.

Part III Statement of Program Service Accomplishments Continued

Families benefited from the UPMC Bedfords Prepared Childbirth Classes, which discussed the basics of labor and delivery. Children participated in the hospitals Sibling Classes where they learned how to hold a baby and change a diaper. The hospital held babysitting classes to provide education for students wishing to learn babysitting procedures and techniques. UPMC Bedford contributes space for several area charitable/community groups, including the TOPS Bedford, Overeaters Anonymous Support Group, and Ostomy Support Group. Staff participated in many health fairs to provide education and screenings such as blood pressure, diabetes, and bone density. UPMC East is a full-service community hospital that provides patient-centered care. Located in Monroeville, UPMC East serves patients using advanced technologies and was built using environmentally efficient construction practices. The hospital is committed to providing services to all members of the community, regardless of their ability to pay. During the fiscal year ended June 30, 2016, UPMC East provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $14,000,000. The hospital also provided services with an aggregate value of approximately $880,000 for outreach programs, donations, and research and education. UPMC East staff attended various area health fairs and presented educational talks to the community. Topics covered included cancer, diabetes, heart disease, stroke, blood pressure, and arthritis. The hospital donated first aid kits for a golf outing, school supplies for children in need, and tote bags to an area EMS. Staff also assisted in packing boxes of food for distribution by the Greater Pittsburgh Community Food Bank. UPMC Hamot (Hamot) is a 433 bed tertiary medical center with specialties that include cardiology, neuroscience, critical care, orthopedics, and womens health services. The medical center reaches out to more than 1 million people in northwestern Pennsylvania, western New York, and eastern Ohio. The mission is to serve patients, communities and one another in the Hamot tradition of quality, health, healing, and education. In partnership with its physicians, payers, and other stakeholders, Hamot will continue to advance the health and wellness of the communities it serves, regardless of patients ability to pay, by achieving clinical quality of the highest national standards and maximizing operational efficiencies. Hamot fulfills its mission through commitment to these core values: quality, compassion, service, respect, integrity, and cooperation. Hamot provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $15,100,000. Services were provided to the community through donations, outreach programs, screenings, and educational classes at a cost of $5,700,000. Hamot supported unfunded research and health professions education at a cost of $4,500,000 during fiscal year 2016. Hamot became a MagnetTM designated hospital during the fiscal year ended June 30, 2016. Magnet status is the highest international recognition for nursing excellence and leadership. The hospital was required to meet nearly 80 standards of excellence and was recognized for building and supporting a continuous culture of transformational leadership, advanced training, and new knowledge application and innovations. Hamot reached the community through television health segments as well as through print media. Other programs and presentations included car seat checks, smoking cessation, motorcycle safety, suicide prevention, consequences of driving under the influence and distracted driving, COPD education, drug overdoses, nutrition, arthritis and aging, finding balance in ones life, preventing injuries, gun violence prevention, and basic life support. Screenings were offered for blood pressure, vascular issues, and bone density. UPMC Altoona is a 375-bed hospital

Part III Statement of Program Service Accomplishments Continued

The medical professionals at UPMC Cancer Centers encompass 14 areas of expertise, each focusing on a specific type or treatment of cancer. These include a world-renowned Melanoma Program, as well as programs devoted to brain cancers, breast cancer, colon and gastrointestinal cancers, head and neck cancers, leukemias and lymphomas, liver cancer, lung cancer, gynecologic cancers, prostate and urologic cancers, and stem cell transplantation. Pediatric cancers are treated by specialists at the Childrens Hospital of Pittsburgh of UPMC. UPMC Cancer Centers is one of the largest integrated community networks of cancer physicians and health care specialists in the country, and has now expanded internationally. The domestic network covers a geographic area of more than 200 miles around greater Pittsburgh and is comprised of 164 affiliated oncologists at more than 40 locations throughout western Pennsylvania. These network locations were selected to make it possible for any patient in the region to access a UPMC Cancer Centers location within 20 minutes. These network locations are closely tied to the Hillman Cancer Center through personnel and technology linkages. In addition to the many services offered by UPMC Cancer Centers, it is also significantly involved in the community. During fiscal year 2016, UPMC Cancer Centers funded many community benefit programs, charitable donations, and education and research costing over $16,000,000. The University of Pittsburgh Physicians (UPP) is a multi-specialty faculty/physician practice plan whose mission is to support the clinical and academic missions of UPMC, support UPMCs health care services subsidiaries and the University of Pittsburgh School of Medicine (School of Medicine), and provide highly accessible, high-quality patient care through a wide array of physician/medical specialties at UPMC and its affiliated hospitals and health care entities. UPP includes 3,448 academic physicians and allied health care providers. The physicians specialties include: anesthesiology, critical care medicine, cardiovascular services, urology, physical medicine and rehabilitation, emergency medicine, family medicine, pathology, psychiatry, radiology, radiation oncology, internal medicine, orthopaedics, neurology, neurosurgery, pediatrics, obstetrics and gynecology, surgery, dermatology, ophthalmology, otolaryngology, and heart, lung and esophageal surgery, as well as sub specialties within each of these broad categories. UPP physicians are also members of the faculty of the University of Pittsburghs School of Medicine. As faculty, they educate medical students and doctors in training. In addition to clinical patient care and resident education, many UPP physicians are involved in cutting-edge medical research. One of the primary exempt purposes and missions of UPP is to provide quality and accessible medical care to the public, without regard for a patients ability to pay. This commitment is evidenced by the fact that UPP provided charity care and other uncompensated care, at a cost of over $27,000,000 in the fiscal year ended June 30, 2016. UPP serves to enhance the quality health care services of all of the tertiary and advanced care entities, as well as academic subsidiaries and affiliates of UPMC. As part of this mission, UPP also serves the community by providing free services and programs. Throughout the year UPP offered lipid, blood pressure, and BMI screenings, and provided educational information on bariatric surgery, nutrition, cancer, and obesity. The homeless, working poor, transiently housed, and uninsured are provided health care services at no charge through the Program for Health Care to Underserved Populations. This includes volunteer-staffed basic care clinics that offer services that include general primary care, acute care, chronic disease management, specialty care, and behavioral health services, as well as free pharmaceuticals/pharmaceutical assistance programs and health education.

Part III Statement of Program Service Accomplishments Continued

Butler Health System/UPMC Musculoskeletal Joint Venture, Inc. (f/k/a UPMC Multispecialty Group) provides a broad spectrum of musculoskeletal care to the communities it serves. Approximately 170 staff members, including physicians and advanced practice providers, support the groups ongoing commitment to providing quality, community-based musculoskeletal care to patients in northern Allegheny, Butler and contiguous counties in Western Pennsylvania, regardless of a patients ability to pay. Over $400,000 was provided for charity care and uncompensated care in the fiscal year ended June 30, 2016. Physicians and advanced practice providers provided sports physicals and concussion screenings. They also regularly volunteer their time to participate in free community health events and serve as speakers at no-cost health education programs. University Health Center of Pittsburghs (UHCP) primary purpose is to provide leadership and management to UPMCs graduate medical education programs. UHCPs activities consist of implementing, with non-profit Board direction and approval, policies and procedures for the common benefit of its member hospitals. These policies and procedures promote the operation of UHCP as an efficient, well-rounded, and effective community and regional health resource. UHCP also develops, focuses, facilitates, and implements, with the approval of its members, the relationships with the University of Pittsburgh and more particularly with the Schools of Medicine and Health Sciences. UHCP coordinates graduate medical education programs on behalf of the members and coordinates affiliations with health care providers consistent with its mission as a regional health resource. The three skilled nursing facilities that are part of UPMC Group are Sugar Creek Station, Cranberry Place, and the Heritage Shadyside. Sugarcreek Station is a licensed, Medicare/Medicaid certified skilled nursing facility that provides skilled and intermediate long-term care services to residents 24 hours a day. During the fiscal year ended June 30, 2016, Sugarcreek Station provided uncompensated care including Medicaid shortfall of over $2,600,000. Cranberry Place is licensed as a Continuing Care Retirement Community (CCRC). As such, Cranberry Place operates the entire continuum of senior care, independent living, personal care, and skilled nursing facilities. Cranberry Places skilled nursing facility is a 150-bed residence that offers skilled nursing services, rehabilitative services, comprehensive long-term care and hospice care for the terminally ill and has an on-site dialysis center. This facility is dually certified by Medicare and Medicaid. Spacious grounds, courtyards, and single level design allows for safe movement throughout the residence. The Cranberry Place skilled nursing site is located on the campus of UPMC Passavant-Cranberry Hospital of Cranberry Township. Cranberry Place provides the highest level of skilled care, regardless of a patients ability to pay. During the fiscal year ended June 30, 2016, Cranberry Place provided uncompensated care including Medicaid shortfall of approximately $2,700,000. The Heritage Shadyside is a 145-bed continuing care facility located in the Squirrel Hill area of Pittsburgh. The Heritage Shadyside provides a warm and caring atmosphere for patient care. The Heritage Shadyside is a residence that offers skilled nursing services, rehabilitative services, comprehensive long-term care, and hospice care. The mission of The Heritage Shadyside is to provide the best patient care regardless of a patients ability to pay. During the fiscal year ended June 30, 2016, The Heritage Shadyside provided free or uncompensated care including Medicaid shortfall of approximately $3,000,000. UPMC Horizon Community Health Foundation (the Foundation) provides a volunteer network of community members to increase philanthropic support for UPMC Horizon. The Foundation raises and distributes money in support of programs and services

Part III Statement of Program Service Accomplishments Continued

Community Care Behavioral Health Organization (Community Care) is a behavioral health managed care organization (BH-MCO) which manages behavioral health services for approximately 1.7 million members whose health coverage is sponsored through Medicaid, Medicare or commercial plans. Community Cares mission is to improve the health and well-being of the community through the delivery of clinically effective, cost-efficient, and accessible behavioral health services. It seeks to improve the quality of services for members through a stakeholder partnership focused on outcomes. Community Care believes that quality is measured by the improved health of its members, which translates to higher functioning in the community. Community Care believes that the highest quality services are best provided through a not-for-profit partnership with public agencies, experienced local providers, and involved members and families. Community Cares primary operations consist of assuming risk and/or managing behavioral health services, as well as treatment for drug and alcohol abuse to Medical Assistance enrollees under contracts with 16 Pennsylvania counties and with the Commonwealth of Pennsylvania for an additional 23 Pennsylvania counties pursuant to the HealthChoices managed care program established through the Pennsylvania Department of Human Services, formerly the Pennsylvania Department of Public Welfare. Individuals eligible for the Medical Assistance program are low-income or indigent members of the community who otherwise would not be able to afford mental health therapy and treatment and/or treatment for alcohol or drug addiction or dependency. At year-end 2016, there were approximately 960,000 HealthChoices members. With a network of approximately 2,000 behavioral health care providers, Community Care is the only BH-MCO with contracts in every Pennsylvania HealthChoices region (Southeast, Southwest, Northeast, North Central, and Lehigh-Capital). Community Cares activities include the full range of services necessary to manage effective treatment to its behavioral/mental health enrollees, including care management, treatment coordination with other healthcare providers, claims processing, and quality management pursuant to National Committee for Quality Assurance standards. Community Care has an ASO contract arrangement with UPMC Health Plan to manage the behavioral health for their commercial members. At year-end 2016, there were approximately 750,000 commercial and Medicare members. Effective January 1, 2016, Community Care contracted with Capital District Physicians Health Plan (CDPHP) in the state of New York to provide behavioral health care management services to CDPHPs HARP members, as well as education for staff and providers. HARPs (Health and Recovery Plans) are a separate product line designed to meet the complex needs of individuals with behavioral health conditions across behavioral health, physical health, and psychosocial environments. The estimated HARP membership for CDPHP is approximately 2,500 for annual revenue of $2.5 million. UPMC Overseas supports the international organ transplantation program of UPMC Presbyterian Shadyside by coordinating the management and professional services for the Istituto, an Italian transplant facility operated as a joint venture between several Italian governmental hospitals and UPMC. The UPMC Center for Health Security (the Center) was organized to conduct scientific research and education: (a) to prevent the development and use of biological weapons; (b) to catalyze advances in science and governance that diminish the power of biological weapons as agents of mass lethality; and (c) to lessen the human suffering that would result if prevention efforts fail. Modern societies are highly vulnerable to bioattacks because global travel enables rapid spread of contagious diseases. Adequate response is not dependent on military strength, but on medical and public health systems and the availabi

Part IV Checklist of Required Schedules

Question 12: An external audit is completed at a consolidated UPMC system level only, including UPMC and all subsidiaries.

Part XI Reconciliation of Net Assets

Net Transfers to Exempt Parent -85,526,697 Net Restricted/SPF Activity 6,754,699 Other Increases/Decreases in Fund Balance -19,137,137 Change in Beneficial Interest -13,342,408 Transfers to Exempt Affiliates -7,483,905 Addition of Group Members 241,485,610 Net Change in Pension Liability -10,834,772 TOTAL 111,915,390

Part XII Financial Statements and Reporting

QUESTION 2C An external audit is completed at a consolidated UPMC system level only, including UPMC and all taxable and tax-exempt subsidiaries. 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.

Financial Statement Notes

Part V

Line 4 Endowment funds will be utilized to carry on the exempt missions of the hospital entities.

Part X

Line 2 THE UPMC CONSOLIDATED AUDITED FINANCIAL STATEMENTS DO NOT HAVE ANY FIN 48 DISCLOSURE. UPMC HAS NO UNCERTAIN TAX POSITIONS RECORDED. 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, 2016, UPMC DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS RECORDED.

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$12,456$4,113$8,342$22,569$22,672$103
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12,017$4,090$7,927$20,521$20,069$452
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11,638$3,989$7,649$19,463$18,440$1,023
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9,412$3,472$5,940$16,575$16,488$87.6
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8,546$2,708$5,838$14,874$14,883$9.01
2018Summary only. Only limited summary data is available for this year.$8,021$2,324$5,696$13,499$13,310$189
2017Summary only. Only limited summary data is available for this year.$7,814$2,191$5,623$12,467$12,164$303
2016Detailed filing. Detailed filing data is available for this year.$7,661$2,005$5,655$11,696$11,350$346
2015Detailed filing. Detailed filing data is available for this year.$6,611$1,412$5,199$10,589$10,398$191
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,277$1,155$5,122$10,098$9,928$170
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5,662$917$4,745$8,744
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5,419$909$4,510$7,916
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,991$840$4,151$7,245
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,656$855$3,801$6,878