Civic Intelligence

Upmc Group

990 • Fiscal year 2017 • EIN 20-8295721

Jul 01, 2016 to Jun 30, 2017 • Filed on May 11, 2018

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

38th percentile

0.28x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.18x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Net Margin

27th percentile

2.4%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Top Officer Pay

90th percentile

$6,118,916

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Asset Growth

19th percentile

2.0%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

6.6%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2016 to 2017

Assets

Flat

$7,813,980,382

Flat from 2017

Net Assets

Flat

$5,623,248,290

Flat from 2017

Liabilities

Flat

$2,190,732,092

Flat from 2017

Revenue

Flat

$12,467,253,363

Flat from 2017

Expenses

Flat

$12,164,413,932

Flat from 2017

Net Income

Flat

$302,839,431

Flat from 2017

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 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

2017

Assets$7,813,980,382
Liabilities$2,190,732,092
Net Assets$5,623,248,290

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 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

2017

Revenue$12,467,253,363
Expenses$12,164,413,932
Net Income$302,839,431
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 11, 2018
Return Version
2016v3.1
Gross Receipts
$13,836,062,524
Mission and Program Overview

Mission

Healthcare, education, and research

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,071,857,240$3,150,212,809▲ $78,355,569
Accounts Receivable$1,627,648,362$1,615,953,688▼ $11,694,674
Investments in Publicly Traded Securities$344,191,455$404,659,420▲ $60,467,965
Other Notes and Loans Receivable, Net$282,911,743$222,888,417▼ $60,023,326
Investments Other Securities$176,391,570$172,625,032▼ $3,766,538
Savings and Temporary Cash Investments$55,314,337$159,916,826▲ $104,602,489
Cash and Non-Interest-Bearing Accounts$15,653,612$146,619,703▲ $130,966,091
Inventories for Sale or Use$38,198,618$44,734,497▲ $6,535,879
Prepaid Expenses and Deferred Charges$21,354,046$35,496,247▲ $14,142,201
Intangible Assets$30,848,852$30,724,683▼ $124,169
Pledges and Grants Receivable$406,417$398,236▼ $8,181
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$7,660,676,964$7,813,980,382▲ $153,303,418
Other Assets Total$1,995,900,712$1,829,750,824▼ $166,149,888
Liabilities
Other Liabilities$1,430,270,509$1,515,647,541▲ $85,377,032
Accounts Payable and Accrued Expenses$513,932,286$461,187,924▼ $52,744,362
Mortgage Notes Payable Secured by Investment Property$3,250,000$103,465,201▲ $100,215,201
Deferred Revenue$8,295,261$66,416,426▲ $58,121,165
Tax Exempt Bond Liabilities$49,697,758$44,015,000▼ $5,682,758
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$2,005,445,814$2,190,732,092▲ $185,286,278
Net Assets / Fund Balance
Unrestricted Net Assets$5,047,378,857$4,975,092,474▼ $72,286,383
Temporarily Rstr Net Assets$365,947,133$391,954,868▲ $26,007,735
Permanently Rstr Net Assets$241,905,160$256,200,948▲ $14,295,788
Total Net Assets Fund Balance$5,655,231,150$5,623,248,290▼ $31,982,860
Total Liabilities and Net Assets / Fund Balance$7,660,676,964$7,813,980,382▲ $153,303,418

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,971,654,452$2,243,029,087$4,214,683,539
Equipment$738,789,936$2,041,953,310$2,780,743,246
Other Land Buildings$232,399,527$65,214,033$297,613,560
Land$174,714,925-$174,714,925
Leasehold Improvements$32,653,969$65,433,376$98,087,345
Other Assets Org$17,585,521--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$78,473,227$284,016▲ $7,942,171$2,395,066$84,304,348
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey A RomoffPresident and CEOFT$961,203$5,157,713$6,118,916
Robert A DeMichieiEVP and CFOFT$463,356$2,236,037$2,699,393
David FarnerEVP and Chief of StaffFT$563,554$2,081,573$2,645,127
Steven D Shapiro MDEVP and Chief Med and Sci OffFT$413,445$2,173,898$2,587,343
James D Luketich MDBoard Member and Dept ChairFT$2,143,500$292,581$2,436,081
Ajaipal Kang MDBoard MemberFT$854,420$1,256,521$2,110,941
Ghassan Bejjani MDNeurosurgeonFT$1,793,246$308,819$2,102,065
Victor Morell MDBoard MemberFT$1,812,960$227,762$2,040,722
W Thomas McGough EsqEVP and Chief Legal OfficerFT$595,272$1,378,123$1,973,395
C Talbot Heppenstall JrEVP and TreasurerFT$463,000$1,454,064$1,917,064
Christopher Schmidt MDOrthopaedic SurgeonFT$1,333,995$559,070$1,893,065
Gregory K PeasleeEVP & Chief Admin OfficerFT$462,766$1,415,130$1,877,896
Stanley Marks MDBoard ChairPT$1,275,538$556,502$1,832,040
Leslie C DavisSr VP and COO HSDFT$520,310$1,280,611$1,800,921
Charles BogostaExec VPFT$452,590$1,328,057$1,780,647
Scott LammieBoard Member, Treas, and CFO-$408,115$1,233,725$1,641,840
Abhinav Humar MDTransplant PhysicianFT$1,240,656$380,885$1,621,541
Mark Rodosky MDOrthopaedic SurgeonFT$616,984$909,300$1,526,284
Freddie H Fu MDBoard Member and Dept ChairFT$1,320,420$202,294$1,522,714
Thomas Gleason MDCardiothoraciac SurgeonFT$1,418,656$103,994$1,522,650
Robert M Friedlander MDBoard Member and Dept ChairFT$1,226,513$265,373$1,491,886
Marshall Webster MDSenior Vice PresidentFT$312,128$1,117,374$1,429,502
John InnocentiPresidentFT$467,517$865,872$1,333,389
Edward T KarlovichCFO Academic Comm HospitalsFT$406,866$923,093$1,329,959
Joon Sup Lee MDBoard Member and Dept ChairFT$863,656$215,662$1,079,318
David T MartinPresident & Board MemberFT$448,666$620,545$1,069,211
Christopher A GessnerPresidentFT$454,553$579,989$1,034,542
Joel B Nelson MDBoard Member and Dept ChairFT$641,328$360,808$1,002,136
Francis Solano MDBoard Member and PresidentFT$545,125$405,749$950,874
Gerald MurrayPresidentPT$445,056$502,126$947,182
J Peter Rubin MDBoard Member and Dept ChairFT$735,433$154,893$890,326
John KuzmishinTreas, Sec, and CFOFT$449,351$434,361$883,712
Jonas T Johnson MDBoard Member/Dept Chair/TreasFT$465,000$414,884$879,884
Timothy Robert Billiar MDBoard Secretary and Dept ChairFT$447,053$395,542$842,595
Tamra MinnierBoard MemberFT$324,313$467,219$791,532
Bryan Donohue MDBoard Member and PresidentFT$647,650$129,958$777,608
V James FiorenzoPresidentFT$371,316$386,870$758,186
Robert Ferris MDBoard Member-$550,000$199,311$749,311
Robert BlosatBoard Chair and Pres-$392,957$346,764$739,721
Ann EvansChief Financial OfficerFT$294,400$423,859$718,259
Sheryl Kashuba EsqBoard Member, Secty & CLOFT$266,644$448,200$714,844
Deborah S BrodineBoard Member and PresidentFT$305,299$408,966$714,265
Michael GraceBoard Member and PresidentFT$312,627$394,995$707,622
James GavinPresidentFT$293,736$401,725$695,461
David Badway MDBoard Chair and PresidentFT$563,542$114,097$677,639
Mark SevcoPresidentPT$293,901$362,595$656,496
Richard Wadas MDBoard Member and PresidentFT$472,241$174,303$646,544
David GibbonsBoard Member and PresidentPT$329,484$313,732$643,216
Stephen Nimmo EsqFormer Officer-$278,664$348,891$627,555
Eric CartwrightFormer board member-$288,115$335,990$624,105
Sergio Giancola MDBoard member-$545,457$58,513$603,970
David A Lewis MDBoard Member and Dept ChairFT$315,959$284,830$600,789
Derek Angus MDBoard Member and Dept ChairFT$365,000$232,938$597,938
Joseph Losee MDBoard memberFT$382,960$210,334$593,294
James Schuster MDBoard Member-$300,297$281,124$581,421
Christopher Samuel MDBoard MemberFT$399,195$180,281$579,476
Jules Sumkin MDBoard Member and Dept ChairFT$370,668$205,335$576,003
Tulio Estrada MDBoard MemberFT$521,544$45,942$567,486
Eileen SimmonsChief Financial OfficerPT$282,250$279,616$561,866
Philip M Cacchione MDBoard Chair and President-$418,800$142,561$561,361
Louis Alarcon MDBoard Member & Medical DirectrFT$263,656$292,018$555,674
Robert Voinchet EsqBoard MemberFT$245,956$306,424$552,380
Joel S Greenberger MDBoard Member and Dept ChairFT$272,000$279,123$551,123
Ronald J McConnellVice PresidentFT$317,416$230,408$547,824
George K Michalopoulos MDBoard Member and Dept ChairFT$305,190$235,652$540,842
Donald M Yealy MDBoard Member and V PresidentFT$364,899$174,953$539,852
Howard Gutstein MDBoard Member and Dept ChairFT$400,028$116,672$516,700
Kotayya Kondaveeti MDBoard Member-$450,000$50,000$500,000
Jose Sahel MDBoard Member and Dept Chair-$247,027$248,816$495,843
Sandy RaderBoard MemberFT$288,832$205,346$494,178
James W Boyle MDBoard Member-$349,283$141,648$490,931
AJ Pinevich MDBoard SecretaryFT$319,058$163,204$482,262
Donald OwreyPresident-$234,143$246,029$480,172
Louis D Falo Jr MDBoard Member and Dept ChairFT$221,874$255,530$477,404
David PattonPresidentFT$243,732$228,689$472,421
George Mazariegos MdBoard MemberFT$361,190$107,399$468,589
Stephanie Nicholas MDBoard MemberFT$357,315$95,821$453,136
Daniel R Sullivan MDBoard Vice ChairFT$290,000$160,682$450,682
Stephen DanchTreasurer and CFOPT$285,122$160,799$445,921
Robert P Edwards MDBoard Member-$259,500$180,178$439,678
Lawrence Wechsler MDBoard Member and Dept ChairFT$236,400$192,136$428,536
Randall BoggessBoard MemberFT$374,366$52,666$427,032
Charissa Pacella MDBoard Member-$281,177$144,142$425,319
David RussellBoard Member-$216,940$207,065$424,005
Mark Gladwin MDBoard Member and Dept ChairFT$230,256$187,625$417,881
Mbembo Bongutu MDBoard MemberFT$305,354$107,430$412,784
Alexander J Ciocca EsqBoard SecretaryFT$192,181$213,122$405,303
Trent Emerick MDBoard MemberFT$215,729$184,391$400,120
John McKeating MDBoard MemberFT$353,826$43,261$397,087
Edward MarinzelBoard MemberFT$219,348$168,152$387,500
Manish Sapra MDBoard Member-$167,680$205,347$373,027
Jose Caballe MDFormer Director-$314,100$53,168$367,268
Carey Andrew-Jaja MDBoard Member-$313,849$50,128$363,977
Nathan Moore MDBoard MemberFT$216,302$147,559$363,861
Mohammad Idrees MDBoard MemberFT$291,856$64,853$356,709
Donald BecksteadBoard Member-$299,257$55,185$354,442
Douglas GarretsonPresidentFT$196,191$157,669$353,860
Anita CiceroBoard Member, Sec and TreasFT$325,944$23,719$349,663
Joseph Antonowicz MDBoard MemberFT$290,522$58,120$348,642
Nicole Debolt DOBoard MemberFT$321,916$25,697$347,613
David McCandless MDBoard MemberFT$241,480$103,567$345,047
Hyagriv Simhan MDBoard MemberFT$224,667$116,468$341,135
Jerome ShafferBoard Member Treasurer and CFOFT$189,550$151,580$341,130
Thomas NewmanChief Financial OfficerPT$184,304$151,027$335,331
David Baer MDBoard MemberFT$236,737$88,751$325,488
Penny MilanovichPresidentFT$212,610$102,909$315,519
Robert PackerFormer Officer-$314,150$12$314,162
Roy Sartori MDFormer Director-$265,773$45,579$311,352
Timothy Gaul MDFormer Director-$222,085$86,854$308,939
James DonnellyBoard Member-$188,080$116,473$304,553
Robert Devlin EsqBoard SecretaryFT$168,870$133,495$302,365
Lynn RuppPresidentFT$190,152$110,865$301,017
Brian DurniokBoard Member and PresidentFT$168,432$121,954$290,386
Richard BondiTreasurer and CFOFT$164,812$124,103$288,915
Philip FreemanPresidentPT$198,668$86,672$285,340
Merle TaylorFormer Board Secretary-$165,446$119,750$285,196
James GiammarcoChief Financial OfficerFT$159,173$120,845$280,018
Nicholas BarcellonaTreasurer and CFOFT$134,836$143,672$278,508
Marshall Stafford MDBoard Member-$238,922$32,493$271,415
Nanci CaseBoard MemberFT$178,369$91,256$269,625
David BobrzynskiBoard Treasurer-$143,400$125,256$268,656
Bryant Wesley EsqSecretary-$155,235$108,534$263,769
Mark O'HernBoard Secretary-$163,295$93,119$256,414
Timothy BalconiPresidentFT$174,399$78,547$252,946
Terrence Lewis EsqSecretaryFT$153,300$98,321$251,621
Gregory Bump MdBoard MemberFT$137,203$113,834$251,037
Michele P Jegasothy EsqSecretary-$128,394$118,689$247,083
Tamra MintonBoard SecretaryFT$168,191$76,569$244,760
Candi Castleberry-SingletonBoard Vice Chair-$180,359$64,383$244,742
Donald GoodmanTreasurer and CFOFT$158,813$82,375$241,188
Richard Beigi MDBoard MemberFT$165,827$74,075$239,902
Clifton Callaway MDBoard MemberFT$119,784$117,266$237,050
Christopher StockhausenTreasurer and CFOFT$142,291$87,486$229,777
Amy Swindell DOBoard Member-$213,644$14,304$227,948
Terence Dermody MDBoard Member and Dept Chair-$219,294$6,625$225,919
Brian FritzFormer Board Treasurer/ CFO-$139,498$83,934$223,432
William Shaffner EsqBoard MemberFT$126,735$86,275$213,010
Mario WilfongTreasurer and CFOPT$134,188$72,668$206,856
Dan SwayzeBoard SecretaryFT$163,127$42,372$205,499
Noreen FredrickBoard Member-$151,421$47,698$199,119
Kenneth Nash MDBoard Member-$122,508$76,472$198,980
Kimberly Moses EsqBoard SecretaryFT$132,614$61,811$194,425
Paula ThomasPresidentPT$111,831$82,189$194,020
Brad DingerCFO and TreasurerFT$146,993$43,715$190,708
Jeannette South-Paul MDBoard Member and Dept ChairFT$72,145$118,442$190,587
Mark Zacharia EsqBoard Vice Chair-$136,733$49,776$186,509
Robert GriffithCFO and TreasurerFT$152,266$33,594$185,860
Jared WeinerChief Financial OfficerPT$140,831$44,983$185,814
David Nace MDFormer Director-$115,069$55,438$170,507
Andrew Nowalk MDFormer Director-$83,148$86,459$169,607
Russell MeyersBoard TreasuerFT$114,129$46,006$160,135
Laurene TimmonsChief Financial OfficerPT$116,584$43,314$159,898
Thomas BurichFormer President-$116,340$41,282$157,622
Mark ChuffPresidentFT$121,556$35,709$157,265
Val MignognaBoard Member--$144,399$144,399
Carrie EnnisBoard SecretaryFT$102,446$24,077$126,523
Jeff KnorrBoard Secretary and SecretaryFT$99,389$23,341$122,730
Nancy PastoriusBoard Secretary and COOFT$100,230$21,132$121,362
Nancy PyleBoard Member-$95,932$21,976$117,908
Carol VanZileBoard Secretary-$102,071$15,389$117,460
Colleen BrennanFormer Treasurer and CFO-$43,164$73,398$116,562
Gwen Sowa MDBoard Member and Dept ChairFT$104,726$9,692$114,418
Susan KostilnikAsst SecretaryFT$74,923$13,289$88,212
Edward J Donnelly III MDBoard MemberFT$73,545$9,445$82,990
Sharon SquillarioSecretaryFT$55,927$21,587$77,514
Heidi VanGorderAsst. SecretaryFT$56,939$20,016$76,955
Nancy BeichnerAsst SecretaryFT$57,703$18,659$76,362
Joni MurrayBoard MemberFT$51,825$19,701$71,526
Valerie C Trott WilliamsBoard MemberFT$67,662$2,090$69,752
Dennis Scully MDFormer Director-$34,060$26,407$60,467
Nancy Davidson MDBoard Member-$47,796-$47,796
Marlene R CooperFormer Board Secretary-$36,347$10,452$46,799
Christina MikolayFormer Director-$38,020$7,783$45,803
Alyson FisherBoard Member-$37,628$3,743$41,371
Donald Beck DPMBoard Member-$25,000-$25,000
Loren Roth MDBoard Member-$1,500$17,533$19,033
Dennis English MDBoard Member-$15,800-$15,800
Arthur S Levine MDBoard Member-$12,430-$12,430

Board Members and Trustees

NameTitle
Bernard CreppageBoard Chair
Beth BurnsideBoard Chair
Bruce ErbBoard Chair
David T MartinBoard Chair
Debra DellapostaBoard Chair
Diane HolderBoard Chair
Frank Mindicino CFPBoard Chair
G Nicholas Beckwith IIIBoard Chair
Honorable Maureen Lally-GreenBoard Chair
Howard W Hanna IIIBoard Chair
James DrenningBoard Chair
James E Knarr DMDBoard Chair
John InnocentiBoard Chair
John R Blackburn IIIBoard Chair
Marilyn Neely-GabrysBoard Chair
Nancy FogelBoard Chair
Neil PortBoard Chair
Neil Y Van HornBoard Chair
Noreen FredrickBoard Chair
Rebecca Shaw McHolme JDBoard Chair
Richard S HamiltonBoard Chair
Robert A DeMichieiBoard Chair
Robert HalbritterBoard Chair
Sean LoganBoard Chair
Thomas Tupitza EsqBoard Chair
William Pietragallo II EsqBoard Chair
William WallenBoard Chair
Deborah S BrodineBoard Chair and Pres
Thomas Inglesby MDBoard Chair and Pres
Deborah S BrodineBoard Chair and President
Mark BondiBoard Chair and President
Marshall Webster MDBoard Chair and President
Steven WarnerBoard Co-Chair
Eva BlumBoard Member & 1st V Chair
Deborah S BrodineBoard Member and Chair
Robert PiccirilliBoard Member and Chair
Donald M Yealy MDBoard Member and Dept Chair
Charles BogostaBoard 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
David GibbonsPresident
Francis Solano MDPresident
Mark BondiPresident
Steven D Shapiro MDPresident
Philip FreemanPresident and Board Member
Gerald MurrayTreasurer/Secretary/President
Mark J LaskowBoard First Vice Chair
Ann Thompson MD MHCPMBoard Second Vice Chair
Mark J LaskowBoard Second Vice Chair
Ann BenzelBoard Vice Chair
Charles BogostaBoard Vice Chair
D James HeatheringtonBoard Vice Chair
Gregory Baldwin EsqBoard Vice Chair
Honorable Donetta AmbroseBoard Vice Chair
James RohrbaughBoard Vice Chair
Mark RaimyBoard Vice Chair
Neil PortBoard Vice Chair
Robert MontlerBoard Vice Chair
Russell AdkinsBoard Vice Chair
Stephanie RoskovskiBoard Vice Chair
Bruce ErbBoard Vice Chair & V Pres
Eileen SimmonsBoard Vice Chair and Treasurer
James M Ferguson IIIBoard Vice Chair and Treasurer
Christopher A GessnerBoard Vice Chair and VP
Lynn RuppVice President
Ann EvansBoard Member
Ann McGuinnBoard Member
Ann PeppermanBoard Member
Anna DibbleBoard Member
Barbara KoomanBoard Member
Beth BurnsideBoard Member
Brenda IrelandBoard Member
Bruce ErbBoard Member
Bryant Wesley EsqBoard Member
C Talbot Heppenstall JrBoard Member
Camillia HeriskoBoard Member
Carlos Wiegering DCBoard Member
Carolyn DeanBoard Member
Carrie CoghillBoard Member
Cheryl KimmelBoard Member
Christopher A GessnerBoard Member
Christopher MillerBoard Member
Craig EsterlyBoard Member
Craig KilmerBoard Member
Cristie HerbstBoard Member
Daniel GrantBoard member
Daniel SullivanBoard Member
David A Lewis MDBoard Member
David Dausey PhDBoard Member
David PattonBoard Member
David T MartinBoard Member
David ZimmerBoard Member
Dawn McClellanBoard Member
Deborah S BrodineBoard Member
Debra BarbaritaBoard Member
Denise JonesBoard Member
Diana WoyBoard Member
Donald DevorrisBoard Member
Donna CorneliusBoard Member
Douglas MuetzelBoard Member
Douglas P DickBoard Member
Dwane BrockBoard Member
Edward A DillsBoard Member
Edward HendersonBoard Member
Edward T KarlovichBoard Member
Elaine BellinBoard Member
Eric ObergBoard Member
Eric irwinBoard Member
Eva BlumBoard Member
F J LucchinoBoard Member
Frank VictorBoard Member
Franklin H KellyBoard Member
G Nicholas Beckwith IIIBoard Member
Garry GossBoard Member
Gary BucciarelliBoard Member
George A Huber EsqBoard Member
Geovette WashingtonBoard Member
Gerald MurrayBoard Member
Gizelle DeanBoard Member
Grant J Hormell MDBoard Member
Greg MerkelBoard Member
Gregory Baldwin EsqBoard Member
Gregory K PeasleeBoard Member
Gregory SpencerBoard Member
Gwendolyn Sowa MDBoard Member
Hendley HogeBoard Member
Honorable Jill RangosBoard 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
Jane UrishBoard Member
Jay BruceBoard 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 StephansBoard Member
Joel Nelson MDBoard Member
John D Houston IIBoard Member
John J Reilly MDBoard Member
John LovelaceBoard Member
John R Blackburn IIIBoard Member
John ReeferBoard Member
John SurmaBoard Member
John VerbanacBoard Member
Johnny JohnsonBoard Member
Joon Sup Lee MDBoard Member
Joseph C WaltonBoard Member
Joseph Carrico EdDBoard Member
Joseph PastorBoard Member
Josh BarnhartBoard 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 Taylor PhDBoard Member
Kenneth Plowery MDBoard Member
Kenneth RomigBoard 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
Linda MyersBoard Member
Lisa Turbeville-MarkowskiBoard Member
Lori ReynoldsBoard Member
Lorrie Speir-ChrastinaBoard Member
Louis MerrymanBoard Member
Louis PlungBoard 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 SevcoBoard 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 Schlechter MDBoard Member
Michael SettimioBoard Member
Michael SullivanBoard 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
Noreen StegkamperBoard Member
Patricia J KutcherBoard Member
Patricia KaufmanBoard Member
Patrick GallagherBoard Member
Paul VeyBoard Member
Paul WinklerBoard Member
Rachel Riley-LavelleBoard Member
Rajesh Sehgal MDBoard Member
Ralph T DeStefanoBoard Member
Raymond EckenrodeBoard Member
Raymond HessBoard Member
Rebecca WillneckerBoard Member
Renee Crosby-SkinnerBoard Member
Reverand James ShoucairBoard Member
Richard S HamiltonBoard Member
Robert BilgerBoard Member
Robert BlosatBoard Member
Robert ButterBoard Member
Robert E WertzBoard Member
Robert G LovettBoard Member
Robert HalbritterBoard Member
Robert HofmannBoard Member
Robert J Ferraro MDBoard Member
Robert M HernandezBoard Member
Robert MontlerBoard member
Robert SchollBoard Member
Robert WatersBoard Member
Robert a DemichieiBoard Member
Roberta GoldstoneBoard Member
Roger McCauleyBoard 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
Stephan EmeryBoard Member
Stephen Perkins MDBoard Member
Stephen R TritchBoard Member
Steve GargaszBoard Member
Steven D Shapiro MDBoard Member
Steven KilburnBoard Member
Str Candace Introcaso DCP PhdBoard Member
Sue Ann Striffler GalaskiBoard Member
Susan Baker ShipleyBoard Member
Sy HolzerBoard Member
Tamara VarsekBoard Member
Terry WoodBoard Member
Thomas J MalvarBoard Member
Thomas LevineBoard Member
Thomas Tupitza EsqBoard Member
Thomas W SterlingBoard Member
Todd RoadmanBoard Member
Twanda JohnsonBoard Member
V James FiorenzoBoard Member
V Thomas Worrall MDBoard Member
Violet LudwigBoard Member
W Duff McCradyBoard Member
William EarnestBoard Member
William Geary MDBoard Member
William Strickland JrBoard Member
William WallenBoard Member
Wilma McNeeseBoard Member
Bernard CreppageBoard Member & Treasurer
Bryant Wesley EsqBoard Member and Secretary
Joon Sup Lee MDBoard Member and Secretary
Linda SchellBoard Member and Secretary
Brad DingerBoard Member and Treasurer
Edward T KarlovichBoard Member and Treasurer
Sandy RaderBoard 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
Steven D Shapiro MDBoard Member, Sec and Treas
Jerome ShafferBoard Member, Treas & CFO
William A NigroBoard Member, Treas and CFO
Linda EvansBoard Member, Treas and Sec
Jerome ShafferBoard Member, Treas, & VP
Richard BondiBoard Member, Treas, Sec & CFO
William A NigroBoard Member,Treas and CFO
Angela DuvallBoard Secretary
Ann BenzelBoard Secretary
Bruce ErbBoard Secretary
Bryant Wesley EsqBoard Secretary
Debra A DinnocenzoBoard Secretary
Frank MosesBoard Secretary
James DrenningBoard Secretary
Jean GeistBoard Secretary
Joy PetersBoard Secretary
Kelly BaileyBoard Secretary
Margaret AdamsBoard Secretary
Marshall Webster MDBoard Secretary
Rose Almon-MartinBoard Secretary
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
Laurene TimmonsBoard Treasurer and CFO
Robert GriffithBoard Treasurer and CFO
Thomas RectorDirector of Financial Services
Eleanor MedvedFormer Director
Thomas NewmanAsst Treasurer and CFO
Mario WilfongCFO and VP Admin
Mario WilfongChief Financial Officer
Robert GriffithChief Financial Officer
Stephen DanchChief Financial Officer
Diane HolderExec VP, Pres UPMC Health Plan
Cecil MillerSecretary
Robert Devlin EsqSecretary
Richard BondiTreas, Sec, and CFO
Brad DingerTreasurer
C Talbot Heppenstall JrTreasurer
Edward T KarlovichTreasurer
Ann EvansTreasurer and CFO
Ronald J McConnellTreasurer and Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Centers for Rehab ServicesRehab Services625 Walnut Street, Mckeesport, PA 15132$36,714,365
Healthcare Quality Catalyst LLCSoftware Services3165 E Millrock Dr Suite 400, Salt Lake City, UT 84121$32,500,003
Medicor Associates IncMedical Services120 East 2nd Street, Erie, PA 16507$23,954,092
SRS Acquiom LLCSoftware Services1614 15th Street Suite 200, Denver, CO 80202$22,223,243
Central Blood BankBlood Services429 Fourth Avenue, Pittsburgh, PA 15222$20,124,194
Revenue and Support

Revenue Composition

Contributions and Grants
$83,418,394
Program Service Revenue
$12,325,991,149
Investment Income
$58,231,902
Other Revenue
$-388,082
All Other Contributions
$35,180,320
Change in Net Assets
$302,839,431

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$463,776Fair Market Value
Other Non Cash Contri Table511$446,801Fair Market Value
Other Non Cash Contri Table960$273,165Fair Market Value
Other Non Cash Contri Table7$79,327Fair Market Value
Collectibles82$39,708Fair Market Value
Clothing and Household Goods-$38,065Fair Market Value
Other Non Cash Contri Table118$30,114Fair Market Value
Other Non Cash Contri Table59$29,695Fair Market Value
Other Non Cash Contri Table8$22,550Fair Market Value
Food Inventory38$20,784Fair Market Value
Books and Publications-$19,269Fair Market Value
Other Non Cash Contri Table6$17,500Fair Market Value
Works of Art4$12,200Fair Market Value
Other Non Cash Contri Table17$11,956Fair Market Value
Other Non Cash Contri Table3$6,705Fair Market Value
Other Non Cash Contri Table20$4,870Fair Market Value
Other Non Cash Contri Table4$3,930Fair Market Value
Total Noncash Contributions1,838$1,520,415-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,822,420,010
Salaries, Compensation, and Employee Benefits$5,320,070,870
Grants and Similar Amounts Paid$21,923,052
Total Fundraising Expense$9,545
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,794,449,980$632,567,306$0$4,427,017,286
All Other Expenses$1,052,600,863$88,012,304$9,545$1,140,622,712
Other Employee Benefits$342,379,706$60,259,321$0$402,639,027
Depreciation Depletion$401,699,394$0$0$401,699,394
Other Expenses$286,426,098$0-$286,426,098
Occupancy$207,261,138$42,069,901$0$249,331,039
Payroll Taxes$196,977,688$32,491,250$0$229,468,938
Information Technology$46,524,173$120,154,745$0$166,678,918
Pension Plan Contributions$120,858,867$44,018,366$0$164,877,233
Insurance$87,078,117$11,657,667$0$98,735,784
Current Officers, Directors, Trustees, and Key Employees$41,523,429$54,544,957-$96,068,386
Fees for Services Other$86,897,511$2,164,437$0$89,061,948
Office Expenses$53,582,549$31,678,408$0$85,260,957
Advertising$27,596,271$0$0$27,596,271
Travel$17,543,305$4,830,275$0$22,373,580
Grants to Domestic Orgs$21,923,052--$21,923,052
Fees for Services Management$16,342,047$2,865,612$0$19,207,659
Fees for Services Legal$2,788,772$13,354,114$0$16,142,886
Interest$6,452,888$2,339,644$0$8,792,532
Fees for Services Accounting$0$6,586,003$0$6,586,003
Conferences and Meetings$2,746,124$620,750$0$3,366,874
Fees for Services Lobbying$0$2,248,393$0$2,248,393
Fees for Service Investment Mgmnt Fees$0$1,281,207$0$1,281,207
Total Functional Expenses$11,010,659,727$1,153,744,660$9,545$12,164,413,932
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of PittsburghPittsburgh, PA501(c)(3)Education$9,833,838
Venango CountyOil City, PA-Charitable Donation$5,180,179
Upmc KanePittsbugh, PA501(c)(3)Healthcare Support$1,002,500
American Heart AssociationPittsburgh, PA501(c)(3)Heart Research$412,426
Duquesne University of the Holy SpiritPittsburgh, PA501(c)(3)Education$300,600
Allegheny Conf on Community DevelopmentPittsburgh, PA501(c)(3)Charitable Donation$288,500
Service Access and Management IncReading, PA501(c)(3)Charitable Donation$283,669
Ladies Hospital Aid SocietyPittsburgh, PA501(c)(3)Charitable Donation$246,052
Family House IncPittsburgh, PA501(c)(3)Community Devel$170,000
Passavant Hospital FoundationPittsburgh, PA501(c)(3)Healthcare Support$156,790
Animal FriendsPittsburgh, PA501(c)(3)Charitable Donation$134,300
American Cancer Society IncAtlanta, GA501(c)(3)Cancer Research$131,697
Susan G Komen Pittsburgh AffiliatePittsburgh, PA501(c)(3)Cancer Research$107,000
Oakland Business Improvement DistrictPittsburgh, PA501(c)(3)Charitable Donation$92,000
The United WayPittsburgh, PA501(c)(3)Charitable Donation$90,515
East Liberty FamilyPittsburgh, PA501(c)(3)Charitable Donation$90,000
Z-medica LLCWallingford, CT-Charitable Donation$74,250
Gateway Medical SocietyPittsburgh, PA501(c)(6)Charitable Donation$74,000
Childrens Hospital of Pgh FoundationPittsburgh, PA501(c)(3)Healthcare Support$70,000
Arthritis FoundationPittsburgh, PA501(c)(3)Arthritis Research$67,250
Juvenile Diabetes Research FoundationPittsburgh, PA501(c)(3)Diabetes Research$60,100
Pittsburgh Trust for Cultural ResourcesPittsburgh, PA501(c)(3)Charitable Donation$57,500
American Diabetes AssociationPittsburgh, PA501(c)(3)Diabetes Research$55,000
Community Liver AllianceMars, PA501(c)(3)Liver Research$55,000
Urban League of Greater PghPittsburgh, PA-Community Devel$55,000
Scenic Rivers YmcaOil City, PA501(c)(3)Community Devel$52,000
Greater Pgh Convention & Visitors BurPittsburgh, PA501(c)(3)Charitable Donation$50,000
Jewish Federation of Greater PittsburghPittsburgh, PA501(c)(3)Charitable Donation$50,000
Pittsburgh Wine Festival LLCPittsburgh, PA501(c)(6)Charitable Donation$50,000
Diocese of Altoona -johnstownAltoona, PA501(c)(3)Charitable Donation$48,000
North American RescueGreer, SC501(c)(3)Charitable Donation$46,682
INSTITUTE FOR RES ED & TrainingPittsburgh, PA501(c)(3)Education$45,000
Persad Center IncPittsburgh, PA501(c)(3)Charitable Donation$45,000
Nami PaPittsburgh, PA501(c)(3)Charitable Donation$39,500
Peoples OaklandPittsburgh, PA501(c)(3)Charitable Donation$38,009
Farrell Area School DistrictFarrell, PA501(c)(3)Education$35,490
Greenville Area School DistrictGreenville, PA501(c)(3)Education$35,150
City of FarrellFarrell, PA501(c)(3)Charitable Donation$35,100
Borough of GreenvilleGreenville, PA501(c)(3)Community Devel$35,000
Delta Foundation of PittsburghPittsburgh, PA501(c)(3)Charitable Donation$35,000
Community Human Services CorpPittsburgh, PAGovernmentCommunity Devel$34,009
Ymca of Greater PittsburghPittsburgh, PA-Community Devel$31,500
Epilepsy Foundation Western Central PaPittsburgh, PA501(c)(3)Epilepsy Research$31,050
Catholic Charities Inc of the DiocesePittsburgh, PA501(c)(3)Charitable Donation$31,000
Gloria Gates Memorial FoundationAltoona, PA501(c)(3)Charitable Donation$31,000
Carnegie InstitutePittsburgh, PA501(c)(3)Educational Research$30,000
Heritage Community Initiatives IncBraddock, PA501(c)(3)Community Devel$30,000
The American Ireland FundPittsburgh, PA501(c)(3)Charitable Donation$30,000
Cystic Fibrosis FoundationBethesda, MD501(c)(3)Cystic Fibrosis Res$29,000
Leukemia and Lymphoma Society IncPittsburgh, PA501(c)(3)Leukemia & Lymphoma Res$28,375
Pittsburgh Ballet Theatre IncPittsburgh, PA501(c)(3)Charitable Donation$27,500
Cranberry Township Community ChestCranberry Twp, PA501(c)(3)Community Devel$25,000
National Kidney Foundation IncNew York, NY501(c)(3)Kidney Research$25,000
Negro Educational Emergency DrivePittsburgh, PA501(c)(3)Education$25,000
Retreat & Refresh Stroke CampPeoria, IL501(c)(3)Charitable Donation$25,000
Robert Morris UniversityMoon, PA501(c)(3)Education$25,000
The First Tee of PittsburghPittsburgh, PA501(c)(3)Charitable Donation$25,000
Erie Otters Hockey ClubErie, PA501(c)(3)Charitable Donation$22,500
Family Services of WpaPittsburgh, PA501(c)(3)Community Devel$22,167
Mario Lemieux FoundationPittsburgh, PA501(c)(3)Charitable Donation$22,100
Birmingham FoundationPittsburgh, PA501(c)(3)Charitable Donation$22,000
A Glimmer of HopeWexford, PA501(c)(3)Charitable Donation$21,350
Coro Center for Civic LeadershipPittsburgh, PA501(c)(3)Charitable Donation$20,650
Bridge Consulting CorpBoothwyn, PA501(c)(3)Charitable Donation$20,000
CcchampionsPittsburgh, PA501(c)(3)Charitable Donation$20,000
Girl Scouts Western PennsylvaniaPittsburgh, PAGovernmentCommunity Devel$20,000
Natl Assoc Advancement of Colored PeoplePittsburgh, PA501(c)(3)Charitable Donation$20,000
Uptown Partners of PittsburghPittsburgh, PA501(c)(3)Charitable Donation$20,000
Western Pennsylvania ConservancyPittsburgh, PA-Community Devel$20,000
Allegheny CountyPittsburgh, PAGovernmentCharitable Donation$19,356
Pennsylvania Resource CouncilPittsburgh, PA501(c)(3)Charitable Donation$19,000
Historical Soc of W PaPittsburgh, PA501(c)(3)Community Devel$18,500
Mt Ararat Community Activity CenterPittsburgh, PA501(c)(3)Community Devel$18,500
Civic Light Opera Assoc of Greater PghPittsburgh, PA501(c)(3)Charitable Donation$18,000
Dapper Dan CharitiesPittsburgh, PA501(c)(3)Charitable Donation$17,500
Operation Our Town IncAltoona, PA501(c)(3)Charitable Donation$16,500
Junior AchievementPittsburgh, PA501(c)(3)Community Devel$16,400
March of Dimes Birth Defects FoundationWhite Plains, NY501(c)(6)Charitable Donation$16,400
Laurel Highlands CouncilPittsburgh, PA501(c)(3)Charitable Donation$16,100
Pittsburgh Three Rivers MarathonPittsburgh, PA501(c)(6)Charitable Donation$16,000
Poise FoundationPittsburgh, PA501(c)(3)Charitable Donation$16,000
Silk Screen Asian AmericanPittsburgh, PA501(c)(3)Charitable Donation$15,194
Amer Assoc of People With DisabilitiesWashington, DC501(c)(3)Charitable Donation$15,000
Bob Perks Cancer Assistance FundPort Matilda, PAGovernmentCancer Research$15,000
Erie Community FoundationErie, PA501(c)(3)Community Devel$15,000
Luminari IncPittsburgh, PA501(c)(3)Charitable Donation$15,000
Mighty Penguins Sled Hockey IncCranberry Twp, PA501(c)(3)Charitable Donation$15,000
National Multiple Sclerosis SocietyNew York, NY501(c)(3)MS Research$15,000
Natl Ovarian Cancer CoalitionPittsburgh, PAGovernmentOvarian Cancer Res$15,000
Smart FuturesPittsburgh, PA501(c)(3)Community Devel$15,000
Steelwheelers IncPittsburgh, PA501(c)(3)Charitable Donation$15,000
T Conn Sports IncBelle Vernon, PA501(c)(3)Charitable Donation$15,000
Mckeesport Hospital FoundationMckeesport, PA501(c)(3)Healthcare Support$14,575
Presbyterian Senior CareOakmont, PA501(c)(3)Charitable Donation$14,050
American Red CrossPittsburgh, PA501(c)(3)Charitable Donation$14,000
Family Hospice and Palliative CarePittsburgh, PAGovernmentCharitable Donation$13,700
St Paul HomesGreenville, PA501(c)(3)Charitable Donation$13,000
Depaul School for Hearing and SpeechPittsburgh, PA501(c)(3)Education$12,940
Cancer Caring CenterPittsburgh, PA501(c)(3)Cancer Research$12,750
Big Brothers Big Sisters of Greater PghPittsburgh, PA501(c)(3)Community Devel$12,500
Family Medicine Education Consortium IncCenterville, OH501(c)(3)Charitable Donation$12,500
Gwens GirlsPittsburgh, PA501(c)(3)Charitable Donation$12,500
Omicelo Dreamon Festival LLCCamden, DE501(c)(3)Charitable Donation$12,500
Pittsburgh OperaPittsburgh, PA501(c)(3)Charitable Donation$12,500
Pittsburgh Public Theater CorpPittsburgh, PA501(c)(3)Community Devel$12,500
Special Olympics PennsylvaniaNorristown, PA501(c)(3)Community Devel$12,500
The Mentoring Partnership of Sw PaPittsburgh, PA501(c)(3)Community Devel$12,500
The Women Girls Fnd of Southwestern PaPittsburgh, PA501(c)(3)Community Devel$12,500
Women for a Healthy EnvironmentPittsburgh, PA-Community Devel$12,500
Fraternal Assoc of Prof ParamedicsMount Oliver, PA501(c)(3)Healthcare Support$12,000
New Castle Community YmcaNew Castle, PA501(c)(3)Community Devel$12,000
Urban Impact FoundationPittsburgh, PA-Charitable Donation$12,000
Crohns and Colitis Foundation of AmericaPittsburgh, PA501(c)(3)Crohns & Colitis Res$11,250
The Foundation of the Pa Medical SocietyHarrisburg, PA501(c)(3)Charitable Donation$11,250
The Pittsburgh Contingency IncPittsburgh, PA501(c)(3)Charitable Donation$11,250
Western Regional EmsPittsburgh, PA-Healthcare Support$11,127
EASTERN MINORITY SUPPliER DEVELOP COPittsburgh, PA501(c)(3)Charitable Donation$11,000
Kids VoicePittsburgh, PA501(c)(3)Community Devel$11,000
Municipality of MonroevilleMonroeville, PA501(c)(3)Community Devel$10,500
PaarPittsburgh, PA501(c)(3)Charitable Donation$10,500
Three Rivers Rowing AssocPittsburgh, PA501(c)(3)Charitable Donation$10,500
Turtle Creek Valley CogBraddock, PA501(c)(3)Charitable Donation$10,500
NamiArlington, VA501(c)(3)Charitable Donation$10,100
Adagio Health IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
Altoona Blair County Development CorpAltoona, PA501(c)(3)Charitable Donation$10,000
Attack Theatre IncPittsburgh, PA501(c)(3)Community Devel$10,000
Beaver County Educational TrustBeaver, PA501(c)(3)Community Devel$10,000
Bloomfield Little Italy Days IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
Childrens Museum of PghPittsburgh, PA501(c)(3)Community Devel$10,000
City TheatrePittsburgh, PA501(c)(3)Community Devel$10,000
Diversity and Leadership IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
Dollar Energy Fund IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
Fayette Emergency Medical ServiceConnellsville, PA501(c)(3)Healthcare Support$10,000
Habitat for Humanity of Greater PghPittsburgh, PA501(c)(3)Community Devel$10,000
J Film the Pittsburgh Jewish Film ForumPittsburgh, PA501(c)(3)Charitable Donation$10,000
Kappa Scholarship Endowment Fund of W PaPittsburgh, PA501(c)(3)Education$10,000
Mattress Factory LtdPittsburgh, PAGovernmentCharitable Donation$10,000
National Nursing Centers ConsortiumPhiladelphia, PA501(c)(3)Charitable Donation$10,000
Natl Council of Jewish Women Pgh SectionPittsburgh, PA501(c)(3)Community Devel$10,000
Nightingale Awards of PaPittsburgh, PA501(c)(3)Charitable Donation$10,000
Oakland Planning and Development CorpPittsburgh, PA501(c)(3)Charitable Donation$10,000
Opera Theater of Pgh IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
Orthopaedic Research and Education FoundRosemont, IL501(c)(3)Education & Research$10,000
Patient Safety Movement FoundationIrvine, CA501(c)(3)Charitable Donation$10,000
Pennsylvania Basketball Coaches AssocWexford, PA501(c)(3)Community Devel$10,000
Pittsburgh Arts and LecturesPittsburgh, PA501(c)(3)Charitable Donation$10,000
Pittsburgh Irish and Classical TheatrePittsburgh, PA501(c)(3)Community Devel$10,000
Pittsburgh Urban Magnet ProjectPittsburgh, PA501(c)(3)Charitable Donation$10,000
Presque Isle PartnershipErie, PA501(c)(3)Charitable Donation$10,000
Shadyside Hospital FoundationPittsburgh, PA501(c)(6)Healthcare Support$10,000
St Anthony Charitable FoundationWexford, PA501(c)(3)Charitable Donation$10,000
The Regional Opportunity CenterPittsburgh, PA501(c)(3)Charitable Donation$10,000
Thelma Lovete YmcaPittsburgh, PA501(c)(6)Community Devel$10,000
Three Rivers Mothers Milk BankPittsburgh, PA501(c)(3)Community Devel$10,000
Travelers Aid Society of Pittsburgh IncPgh, PA501(c)(3)Charitable Donation$10,000
World Affairs Council of PittsburghPittsburgh, PA-Charitable Donation$10,000
World Vision IncSewickley, PA-Charitable Donation$10,000
Steel City Dragon Boat Assoc IncPittsburgh, PA501(c)(3)Charitable Donation$9,750
Pittsburgh Community Services IncPittsburgh, PA501(c)(3)Community Devel$9,500
Animal Rescue LeaguePittsburgh, PA501(c)(3)Charitable Donation$9,000
Home Nursing Agency and VnaAltoona, PA501(c)(3)Charitable Donation$8,750
Lawrenceville CorpPittsburgh, PA501(c)(3)Charitable Donation$8,500
Pittsburgh Penguins FoundationPittsburgh, PA501(c)(3)Charitable Donation$8,500
County of BlairHollidaysburg, PA501(c)(3)Community Devel$8,288
Shenango Valley Chamber of CommerceSharon, PA501(c)(3)Charitable Donation$8,045
Grantmakers of Western PennsylvaniaPittsburgh, PA501(c)(3)Charitable Donation$8,000
North Allegheny School DistrictPittsburgh, PA501(c)(3)Education$8,000
The V FoundationCary, NC501(c)(3)Charitable Donation$7,934
Autism SpeaksNew York, NY501(c)(3)Autism Research$7,500
Celebrate Positive LLCGainesville, GA501(c)(3)Community Devel$7,500
Cultures Arts Festivals and Event ErieErie, PA501(c)(3)Community Devel$7,500
Disability Rights PennsylvaniaPittsburgh, PA501(c)(3)Charitable Donation$7,500
Dress for Success PittsburghPittsburgh, PA501(c)(3)Community Devel$7,500
Hair Peace CharitiesPittsburgh, PA501(c)(3)Charitable Donation$7,500
Parkinson Foundation Western PaBellevue, PA501(c)(3)Parkinson Research$7,500
Patrick Narduzzi Football Camps LLCPittsburgh, PA501(c)(3)Charitable Donation$7,500
St Margaret FoundationPittsburgh, PA501(c)(3)Healthcare Support$7,500
Strong Women Strong Girls IncBoston, MA501(c)(3)Community Devel$7,500
Wesley Spectrum ServicesPittsburgh, PA-Charitable Donation$7,500
Freddie Fu Cycling TeamMurrysville, PA-Charitable Donation$7,000
Pa Baseball and Softball Coaches ClinicMedia, PA501(c)(3)Community Devel$7,000
South Side Chamber of CommercePittsburgh, PA501(c)(3)Charitable Donation$7,000
World Series Tournaments IncCanonsburg, PA-Charitable Donation$7,000
Western Pa Natl Hemophilia FoundationCranberry Twp, PA-Charitable Donation$6,957
Alzheimers Disease and Related Dis AssocPittsburgh, PA501(c)(3)Alzheimers Research$6,750
Educating Teens About Hivaids IncPittsburgh, PA501(c)(3)Community Devel$6,750
Advisory Board on Autism & Related DisPittsburgh, PA501(c)(3)Autism Research$6,667
Erie Zoological SocietyPittsburgh, PA501(c)(3)Charitable Donation$6,600
Blair County Chamber Foundation IncAltoona, PA501(c)(3)Charitable Donation$6,250
Blair County Respiratory Disease SocietyAltoona, PA501(c)(3)Charitable Donation$6,250
Chabad Jewish Center of Monroeville IncMonroeville, PAGovernmentCommunity Devel$6,200
Eye and Ear FoundationPittsburgh, PA501(c)(3)Charitable Donation$6,100
Boys and Girls Clubs of Western PaCarnegie, PA501(c)(3)Community Devel$6,000
Eagles Nest Leadership CorporationErie, PA501(c)(3)Charitable Donation$6,000
Family Links IncPittsburgh, PA501(c)(3)Charitable Donation$6,000
New Era Cap FoundationWilmington, DE501(c)(3)Charitable Donation$6,000
Pa Mental Health Consumer AssociationHarrisburg, PA501(c)(3)Charitable Donation$6,000
Pittsburgh Cycling PerformancePittsburgh, PA501(c)(3)Charitable Donation$6,000
The Door Campaign IncPittsburgh, PA501(c)(3)Charitable Donation$6,000
The Woiner FoundationPittsburgh, PA501(c)(3)Charitable Donation$6,000
Woodlands FoundationWexford, PA-Charitable Donation$6,000
Rs Imprints LLCNewton Falls, OH501(c)(3)Charitable Donation$5,978
Westmoreland County Chamber of CommerceGreensburg, PA-Charitable Donation$5,850
The Chamber of Commerce IncWexford, PA501(c)(3)Charitable Donation$5,800
National Black Nurses AssociationPittsburgh, PA501(c)(3)Charitable Donation$5,640
Pine Richland Boys Basketball BoostersGibsonia, PA501(c)(3)Community Devel$5,500
Jameson Healthcare FoundationNew Castle, PA501(c)(3)Healthcare Support$5,375
Greenville Area Chamber of CommerceGreenville, PA501(c)(3)Charitable Donation$5,320
Mutual Aid Ambulance Serv IncGreensburg, PA501(c)(3)Charitable Donation$5,208
Monroeville Area Chamber of CommerceMonroeville, PA501(c)(3)Charitable Donation$5,200
Central Catholic High SchoolPittsburgh, PA501(c)(3)Education$5,150

International Summary

Spending
$40,217,216

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--$39,041,346
East Asia and the PacificProgram ServicesHealth Care Education--$339,813
Russia and the Newly Independent StatesProgram ServicesHealth Care Education--$165,596
North AmericaProgram ServicesHealth Care Education--$155,078
Central America and the CaribbeanProgram ServicesHealth Care Education--$141,870
South AsiaProgram ServicesHealth Care Education--$91,732
Middle East and North AfricaProgram ServicesHealth Care Education--$76,462
South AmericaProgram ServicesHealth Care Education--$66,078
East Asia and the PacificInvestments---$54,736
Sub-Saharan AfricaProgram ServicesHeatlh Care Education--$50,840
Europe (Including Iceland and Greenland)Investments---$20,526
Sub-Saharan AfricaInvestments---$11,553
North AmericaInvestments---$1,586
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,006,990
Fundraising Gross Income$648,908
Gaming Direct Expenses$30,000
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Stanley Marks$515,752$251,350$13,354$237,996
Steeler Style$837,340$147,100$263,573$-116,473
Total Events$2,325,617$648,908$1,006,990$-358,082
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$1,225,391,160
Insurance Claims Liabilities$122,055,333
Other Current & Lt Liabilities$74,987,117
Due to Third Party Payors$38,325,304
Pension Liabilities$28,403,598
Patient Dep/cred Balances$26,485,029

Bond Issues

BondIssuerIssuedIssue PricePurpose
BErie County Hospital Authority2010-05-06$35,000,000Hamot Series 2010ABC See Schedule
AErie County Hospital Authority2007-07-31$30,141,552Hamot Series 2007 See Schedule O

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$35,000,000$23,950,608$20,985,000$522,137
A$31,252,910$0$0$328,700

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 adopted

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
Phone
4126472345
Signed
2018-05-11

Organization Details

Principal Officer
Robert A DeMichiei
Formed
2006
Legal Domicile
Pa
Voting Board Members
55
Independent Board Members
21
Employees
60,845
Volunteers
6,666

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 2016 OF 60,845 IS REPRESENTATIVE OF THE SUM OF ALL INDIVIDUALS EMPLOYED BY EACH OF THE 48 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 reflects the composite information and operations of forty-eight (48) tax exempt entities, including 13 hospital entities, 12 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, 2017, the entities within UPMC Group admitted 206,497 inpatients, recorded 1,189,610 inpatient days, 715,372 emergency room visits, 173,570 surgeries, and 668 transplants. They provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at cost, of over $650,000,000. 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 $216,000,000. UPMC Group also provided funding for research and health professions education in excess of $372,000,000 . 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 782-bed teaching hospital that has been providing health care since 1893. UPMC Shadyside is a 519-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 303-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 $234,200,000 during the year ended June 30, 2017. UPMC Presbyterian Shadyside is actively involved in sponsoring many programs for patients, children, teens, seniors, and the community as a whole and provides 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 $52,500,000. UPMC Presbyterian Shadyside also funded research and health professions education at a cost of $156,900,000. UPMC Presbyterian Shadyside reached the community through many educational presentations, health fa

Part III Statement of Program Service Accomplishments Continued

One of the community programs offered by Childrens is the Family Care Connection (FCC), with the goal of improving the health of children and families in areas with high rates of child abuse, infant mortality, and poverty. The FCC offers a variety of family support programs that enhance relationships between parents and children, improve maternal and child health, address school readiness through child development activities, and assess and educate the public to prevent child abuse and neglect. FCC staff provides home visits, on-site programming and consultation, referral and linkages to a vast number of community agencies, and child development, parenting, educational and community-building activities. Staff attended health fairs in area communities and schools, promoting pediatric and family health through educational games, demonstrations, and displays. Childrens provided free orthodontic care to those who are uninsured or underinsured and would not have this care available to them. The Hospital participated in diabetes, respiratory illness, and organ transplant camps. These camps provided children with medical conditions the opportunity to participate in various activities and to connect with children with similar conditions. Childrens also has a safety center in the hospital that is open to the community. It provides education, hands on training, and safety resources to families at no cost. 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, plastic surgery, vascular surgery, cancer treatment, 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. Approximately 10,000 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 was recognized by Practice Greenhealth as a Partner for Change. The award is presented in recognition for successful programs to reduce operational environmental impact to health care facilities that continuously improve and expand upon programs to eliminate mercury, reduce and recycle waste, source products sustainably and more. Magee previously earned recognition for its green practices, including recycling, reducing waste, energy and chemicals in surgical procedures, maintaining an organic garden that provides vegetables used for patient and cafeteria meals, and incorporating environmental health into community education programs. Magee participated in several community events. Educational information was offered at various health fairs, free and discounted parking was provided to patients and local community organizations, and the hospital provided new refugee arrivals with womens health education. The Prenatal Email Program provides weekly emails, at no cost, to pregnant women and their families. These emails include information on the growing ba

Part III Statement of Program Service Accomplishments Continued

UPMC St. Margaret is committed to its mission of providing quality health care to all in need and has implemented 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 $19,000,000 in the fiscal year ended June 30, 2017. UPMC St. Margaret also provided services to the community through free or low-cost outreach programs targeted at patients, patients families, and the community. These programs have assisted thousands of people in the community at a cost to the hospital of over $2,800,000 in the fiscal year ended June 30, 2017. 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 2017. UPMC St. Margarets paramedic response team provides advanced life support to patients and assistance to local ambulance services. The unit is staffed with a paramedic who responds to assist when dispatched by county 911 operators. Free or discounted parking was provided to all patients who came to the hospital for outpatient services. 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. The hospital also prepared brown bag lunches and delivered them to a homeless shelter, offered diabetes education classes, COPD management classes, smoking cessation information, and educational presentations of various health issues. 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 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 fiscal year 2017, UPMC Passavant was credentialed as a MagnetTM organization. Magnet status is the highest international recognition for nursing excellence and leadership. During the fiscal year ended June 30, 2017, UPMC Passavant provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of over $50,000,000. UPMC Passavant provided many community outreach and support programs in fiscal year 2017 that included health fairs, health screenings, educational/counseling programs, immunizations, support groups, and other programs that benefited the community. These services helped thousands of community members understand and manage a wide array of health care issues and conditions. The value of these programs and other funding to the community was approximately $6,800,000 in the fiscal year ended June 30, 2017. UPMC Passavant also provided funding for research and health professions education in fiscal year 2017 at a cost of over $4,000,000. The community benefited from many health fairs in which UPMC Passavant participated. Information was offered on cardiac care, cancer, and stroke. Also, screenings for colon cancer, osteoporosis, and high blood pressure were provided. Many of these are provided at no cost to participants. The hospit

Part III Statement of Program Service Accomplishments Continued

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 in a geographic area of economic distress, and much of the surrounding community is recognized as medically underserved, with a population that is predominantly 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, 2017, UPMC McKeesport provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost in excess of $12,000,000. The hospital also provided services to the community through outreach programs, referral centers, screenings, educational classes, and funding of schools for health professions. The estimated costs of providing these services in fiscal year 2017, as well as funding education and research support, were approximately $2,600,000 and $5,900,000 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 and community programming. UPMC McKeesport also provided transportation for patients. 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, 2017, UPMC Bedford provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $3,300,000. The hospital also provided services, with an aggregate value of over $2,600,000 to the general population through outreach programs targeted at patients, patients families, and the community. 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 contributed space for several area charitable/community groups, including the TOPS Bedford, Bedford County Food Pantry, and Ostomy Support Group. Staff participated in many health fairs to provide education and screenings such as blood pressure, diabetes, vision, foot exams, and bone density. The hospital donated linens for t

Part III Statement of Program Service Accomplishments Continued

UPMC Altoona is committed to its mission of providing exceptional health care to all in need, regardless of ability to pay. It provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of over $20,700,000 in the fiscal year ended June 30, 2017. UPMC Altoona also provided services to the community through free or low-cost outreach programs targeted at patients, patients families, and the community. These programs and support, including direct donations, have assisted thousands of people in the community with the costs to the hospital of approximately $13,000,000 in the fiscal year ended June 30, 2017. UPMC Altoona also funded schools of health professions and medical residency programs as well as medical research at a combined cost of $3,700,000 in fiscal year 2017. UPMC Altoona provides meeting space to various groups including the Alzheimers Support Group, Suicide Loss Support Group, Parkinsons Support Group, Bariatric Support Group, Depression and Bipolar Support Group, Sleep Apnea Support Group, and the Caregivers Support Group. The hospital supports Lets Move Blair County, which promotes activity, good nutrition, and healthy lifestyles, and helps promote health at area businesses by performing screenings and providing information at their health and wellness fairs. Free medications are distributed by UPMC Altoona to patients upon discharge who lack the resources or insurance coverage to cover the costs of medications or copays. UPMC Altoona provided free taxi rides for indigent patients from the Community Crisis Center and inpatient Behavioral Health Unit, as well as transport for uninsured or underinsured patients who require a higher level of care. There are twelve physician service entities that are part of UPMC Group, including University of Pittsburgh Cancer Institute Cancer Services, University of Pittsburgh Physicians, UPMC Community Medicine, Inc., UPMC Emergency Medicine, Inc., Regional Health Services, Inc., Butler Health System/UPMC Musculoskeletal Joint Venture, Inc., Butler Health System/UPMC Ob/GYN Joint Venture, Inc., Donohue and Allen Cardiology-UPMC, Inc., Erie Physician Network-UPMC, Inc., Passavant Professional Associates, Inc., University Health Center of Pittsburgh, and UPMC Advanced Practice Providers. These physician service entities include over 4,700 physicians and physician extenders. University of Pittsburgh Cancer Institute Cancer Services (UPMC Cancer Centers) provides the highest level of oncology services to patients throughout the tri-state region. Working in tandem with the University of Pittsburgh Cancer Institute (UPCI), which comprises the academic and research activities for oncology at the University of Pittsburgh and UPMC, UPMC Cancer Centers offers patients the latest advances in cancer prevention, detection, diagnosis, and treatment. The mission of UPMC Cancer Centers reflects the overall mission of UPCI as a premier National Cancer Institute-designated Comprehensive Cancer Center to provide the highest level of clinical care to the more than 110,000 patients treated at its facilities each year while performing cutting-edge cancer research. At UPMC Cancer Centers, more than 2,000 physicians, scientists, administrative staff, and other health care professionals work together to reduce the burden of cancer. They represent a variety of specialties including surgical oncology, medical oncology, radiation oncology, otolaryngology, neuro-oncology, gynecologic oncology, palliative care, and behavioral medicine. Combined, these disciplines give the Cancer Centers a range of knowledge which covers virtually all types of adult cancer. The medical professionals at UPMC Cancer Centers encompass 15 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, pancreat

Part III Statement of Program Service Accomplishments Continued

One of the primary missions of CMI is to provide accessible, quality medical care to the public, without regard for a patients ability to pay. This commitment is evidenced by the fact that CMI provided charity care or other uncompensated care and community services, at a cost of $5,300,000 in the fiscal year ended June 30, 2017. CMI also serves to enhance the quality of health care services provided by the hospitals and other healthcare subsidiaries and affiliates of UPMC. CMI provided charitable contributions and subsidized health services to the community at a cost of over $75,000,000. As a part of its mission, CMI physicians and staff provide services to the community through various programs which are targeted to patients, patients families, and the community at large to educate and promote good health. In conjunction with other UPMC entities and community resources, CMI physicians and staff routinely participate in various screening programs for medical conditions such as osteoporosis, high blood pressure, diabetes, coronary heart failure, and bariatric surgery. Many CMI physicians and staff also participate in ongoing patient, family, community, and physician educational programs related to these medical conditions and a variety of other medical topics which are designed to improve the quality of patient care and patient outcomes. CMI provides physician and medical services throughout Western Pennsylvania and the tri-state area in both urban and rural settings, including many underserved areas. Some of these areas would have no other physician presence otherwise. Regional Health Services, Inc. (RHS) offers physician services. Its mission is to serve patients and the community through clinical excellence, alignment of physicians, and outpatient services. RHS is comprised of networks of physicians offering specialty services, primary care services, and sports medicine. The physicians practice in multiple locations and provide services that include plastic surgery, emergency room, intensivists, hospitalists, general surgery, radiology, neurosurgery, pain medicine, pulmonology, bariatric surgery, urology, orthopedic surgery, endocrinology, and infectious disease services. RHS provided charity care and other uncompensated care, at a cost of approximately $3,400,000 in the fiscal year ended June 30, 2017, as well as $5,100,000 in subsidized health services and community programs. UPMC Emergency Medicine, Inc. (EM) provides emergency medical care and services to individuals in need of immediate medical treatment, regardless of their ability to pay. EM physicians provide services to operating emergency departments of tax-exempt community hospitals that cannot adequately staff their own emergency departments. As an emergency medical care provider, EM promotes better coordination of patient care and creates efficiencies by providing each hospitals emergency department with a consistent core team of EM physicians and a medical director. In addition, EM enhances the transition of care from pre-hospital providers, such as emergency medical technicians (EMTs) to each hospitals emergency department by collaborating through its core team of EM physicians with ambulance services and EMTs serving the respective hospital. EM provided charity care and other uncompensated care, at a cost of over $3,700,000 in the fiscal year ended June 30, 2017. 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 $270,000 was provided for charity care and uncompensated care in the fiscal year ended June 30, 2017. Physicia

Part III Statement of Program Service Accomplishments Continued

Home Nursing Agency Foundation benefits and supports the Home Nursing Agency and Visiting Nurse Association and Home Nursing Agency Community Services. The Foundation contributed to the Visiting Nurse Association to support various home health and hospice charitable needs and provided grants and contributions to the Home Nursing Agency Community Services to fund client services and much needed program supplies for various behavioral health and day support programs. Home Nursing Agency Community Services provided behavioral health, community health, and wellness services to clients in their southern central Pennsylvania market area. They provide adult day care services to clients in Cambria and Bedford counties with supportive day care. The Agency also provided private duty services, including living assistance and supportive services. For the fiscal year ended June 30, 2017, Home Nursing Agency Community Services provided $38,000 in uncompensated care. UPMC Altoona Partnership for a Healthy Community enhances the dental health of individuals in Blair County and its surrounding areas through the James Barner Community Dental Clinics, which provide dental care. The organization sponsors other community efforts targeted at improving the health status of the community. UPMC Altoona Foundation provides a comprehensive fund and grant development program to support the exempt mission of UPMC Altoona, the regional healthcare provider. The Central Pennsylvania Medical Foundation generates funds in support of UPMC Altoona and its exempt subsidiaries to aid in providing cost effective healthcare and support services and programs to the residents of Central Pennsylvania. UPMC Community Provider Services programs include Living-at-Home, Staying-At-Home, the Institute for Rehabilitation and Research, and the Institute on Aging. Living-at-Home and Staying-At-Home are community outreach programs that provide ongoing case management services to senior citizens. The Institute for Rehabilitation and Research and the Institute on Aging are both collaborative programs that are designed to improve clinical and research capabilities to improve quality of care and outcomes for specific populations within western Pennsylvania and the nation. The Aging Institutes information and referral line provides access to information, services, and resources for older adults, caregivers, researchers, educators and professionals through advocacy services focused on guidance and support. Each call is handled by a social worker who provides appropriate counseling and support based on a thorough needs assessment. The social worker also provides outreach and education. The Living-at-Home program provides chronic care management to help maintain independence and function of the elderly by coordinating their care, providing education about their conditions, and assisting them in managing their medications and obtaining services through community resources. This program also provides health self-management information through senior centers and housing. UPMC Community Provider Services provided over $5,000,000 in support for community benefit programs in the fiscal year ended June 30, 2017. Community Care Behavioral Health Organization (Community Care) is a behavioral health managed care organization (BH-MCO) which manages behavioral health services for approximately 1.8 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 pro

Part III Statement of Program Service Accomplishments Continued

UPMC for You is a Managed Care Organization (MCO) licensed by the Pennsylvania Department of Health and the Pennsylvania Insurance Department. Through contracts with the Department of Human Services, UPMC for You offers coverage to eligible Medical Assistance recipients living in 40 counties in Western and Central Pennsylvania. UPMC for You continues to be the largest and fastest growing Medical Assistance MCO in Southwestern and Northwestern Pennsylvania, serving over 415,000 Medical Assistance members during fiscal year 2017. UPMC for You remains a top-quality plan in Pennsylvania and currently has a 4.5 National Committee for Quality Assurance (NCQA) Health Plan rating for 2016-2017. UPMC for You serves those members that meet certain federal poverty guidelines, including the aged, blind, and disabled, and has been very successful in meeting the needs of this unique population. UPMC Health Plan (including UPMC for You) ranks highest in Pennsylvania in overall member satisfaction, for a second consecutive year, according to the J.D. Power 2017 Member Health Plan StudySM. UPMC for You assisted the community with over $2,200,000 in charitable donations in fiscal year 2017. The Center for Emergency Medicine of Western Pennsylvania (Emergency Center) was originally formed in 1978 to bring the City of Pittsburgh and the University of Pittsburgh School of Medicine together to improve the quality and delivery of emergency medical services in Pittsburgh. Currently, the Center provides medical direction for the City of Pittsburgh Bureau of EMS. STAT MedEvac, a service of the Center for Emergency Medicine, provides air medical transport to patients with critical illnesses and/or injuries. Each of STAT MedEvac's helicopters are staffed 24-hours a day with an EMS pilot and a two-person medical crew including a nurse, paramedic, or physician. As a consortium, the Center for Emergency Medicine is a unique model of success -- an advanced system of emergency transport, clinical care, and education and research. The Center has become the world's leading institute for the advancement of emergency medicine research and education, and most importantly, patient care. During fiscal year 2017, the Center for Emergency Medicine provided uncompensated care at cost of over $2,300,000.

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 -404,537,301 Net Restricted/SPF Activity -6,673,554 Other Increases/Decreases in Fund Balance 5,445,052 Change in Beneficial Interest 37,127,328 Transfers to Exempt Affiliates -6,991,314 Joint Ventures 8,018,161 Addition of Group Members 7,575,196 Net Change in Pension Liability 13,305,215 TOTAL -346,731,217

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, 2017, 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
2017Detailed filing. Detailed filing data is available for this year.$7,814$2,191$5,623$12,467$12,164$303
2017Summary only. Only limited summary data is available for this year.$7,814$2,191$5,623$12,467$12,164$303
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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