Civic Intelligence

Upmc Group

990 • Fiscal year 2018 • EIN 20-8295721

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

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

42nd percentile

0.29x

Higher debt load relative to assets than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.17x

Higher debt load relative to revenue than 15% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Net Margin

22nd percentile

1.4%

Higher net margin than 22% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Top Officer Pay

95th percentile

$8,541,652

Higher top officer pay than 95% of similar nonprofits.

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

2018 filings • 501(c)3 • $1B+ nonprofits • Source year 2018

Asset Growth

33rd percentile

2.6%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

8.3%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2017 to 2018

Assets

Flat

$8,020,575,053

Flat from 2018

Net Assets

Flat

$5,696,221,566

Flat from 2018

Liabilities

Flat

$2,324,353,487

Flat from 2018

Revenue

Flat

$13,498,504,493

Flat from 2018

Expenses

Flat

$13,309,997,629

Flat from 2018

Net Income

Flat

$188,506,864

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$15B$10B$5.0B$0Assets 2010: $4,655,682,618Liabilities 2010: $855,015,121Net Assets 2010: $3,800,667,4972010Assets 2011: $4,990,882,812Liabilities 2011: $840,174,199Net Assets 2011: $4,150,708,6132011Assets 2012: $5,418,993,044Liabilities 2012: $909,364,831Net Assets 2012: $4,509,628,2132012Assets 2013: $5,661,763,150Liabilities 2013: $916,877,841Net Assets 2013: $4,744,885,3092013Assets 2014: $6,276,733,210Liabilities 2014: $1,155,195,092Net Assets 2014: $5,121,538,1182014Assets 2015: $6,610,759,840Liabilities 2015: $1,411,549,240Net Assets 2015: $5,199,210,6002015Assets 2016: $7,660,676,964Liabilities 2016: $2,005,445,814Net Assets 2016: $5,655,231,1502016Assets 2017: $7,813,980,382Liabilities 2017: $2,190,732,092Net Assets 2017: $5,623,248,2902017Assets 2018: $8,020,575,053Liabilities 2018: $2,324,353,487Net Assets 2018: $5,696,221,5662018Assets 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

2018

Assets$8,020,575,053
Liabilities$2,324,353,487
Net Assets$5,696,221,566

Operations Trend

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

$30B$20B$10B$0-$10BExpenses 2010: $6,877,784,1672010Expenses 2011: $7,244,673,0162011Expenses 2012: $7,915,661,1682012Expenses 2013: $8,743,867,2592013Revenue 2014: $10,098,163,008Expenses 2014: $9,927,833,907Net Income 2014: $170,329,1012014Revenue 2015: $10,588,819,964Expenses 2015: $10,397,939,016Net Income 2015: $190,880,9482015Revenue 2016: $11,695,858,422Expenses 2016: $11,350,122,975Net Income 2016: $345,735,4472016Revenue 2017: $12,467,253,363Expenses 2017: $12,164,413,932Net Income 2017: $302,839,4312017Revenue 2018: $13,498,504,493Expenses 2018: $13,309,997,629Net Income 2018: $188,506,8642018Revenue 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

2018

Revenue$13,498,504,493
Expenses$13,309,997,629
Net Income$188,506,864
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$14,827,828,696
Mission and Program Overview

Mission

Healthcare, education, and research

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,150,212,809$3,290,699,721▲ $140,486,912
Accounts Receivable$1,615,953,688$1,862,300,626▲ $246,346,938
Investments in Publicly Traded Securities$404,659,420$530,335,300▲ $125,675,880
Investments Other Securities$172,625,032$212,526,297▲ $39,901,265
Other Notes and Loans Receivable, Net$222,888,417$148,366,432▼ $74,521,985
Cash and Non-Interest-Bearing Accounts$146,619,703$130,208,694▼ $16,411,009
Inventories for Sale or Use$44,734,497$60,381,090▲ $15,646,593
Prepaid Expenses and Deferred Charges$35,496,247$41,287,260▲ $5,791,013
Intangible Assets$30,724,683$33,241,594▲ $2,516,911
Savings and Temporary Cash Investments$159,916,826$3,550,259▼ $156,366,567
Pledges and Grants Receivable$398,236$365,218▼ $33,018
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$7,813,980,382$8,020,575,053▲ $206,594,671
Other Assets Total$1,829,750,824$1,707,312,562▼ $122,438,262
Liabilities
Other Liabilities$1,515,647,541$1,510,830,194▼ $4,817,347
Accounts Payable and Accrued Expenses$461,187,924$522,948,476▲ $61,760,552
Mortgage Notes Payable Secured by Investment Property$103,465,201$205,560,733▲ $102,095,532
Deferred Revenue$66,416,426$72,734,084▲ $6,317,658
Tax Exempt Bond Liabilities$44,015,000$12,280,000▼ $31,735,000
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$2,190,732,092$2,324,353,487▲ $133,621,395
Net Assets / Fund Balance
Unrestricted Net Assets$4,975,092,474$5,002,625,800▲ $27,533,326
Temporarily Rstr Net Assets$391,954,868$414,941,625▲ $22,986,757
Permanently Rstr Net Assets$256,200,948$278,654,141▲ $22,453,193
Total Net Assets Fund Balance$5,623,248,290$5,696,221,566▲ $72,973,276
Total Liabilities and Net Assets / Fund Balance$7,813,980,382$8,020,575,053▲ $206,594,671

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,957,401,539$2,413,722,646$4,371,124,185
Equipment$767,206,331$1,993,742,881$2,760,949,212
Other Land Buildings$354,113,447$63,009,947$417,123,394
Land$176,030,250-$176,030,250
Leasehold Improvements$35,948,154$71,393,269$107,341,423
Other Assets Org$21,111,774--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$84,304,348$3,879,438▲ $12,495,533$2,216,644$98,462,675
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey A RomoffPresident and CEOFT$961,037$6,418,078$8,541,652
David FarnerEVP and Chief of StaffFT$589,318$1,724,442$3,342,535
Steven D Shapiro MDEVP and Chief Med and Sci OffFT$364,705$2,042,675$3,157,283
James D Luketich MDBoard Member and Dept ChairFT$2,153,164$305,727$2,496,071
Robert A DeMichieiEVP and CFOFT$489,120$2,299,974$2,351,616
Gregory K PeasleeEVP & Chief Admin OfficerFT$488,120$2,903,689$2,293,691
C Talbot Heppenstall JrEVP and TreasurerFT$488,254$1,593,766$2,265,204
W Thomas McGough EsqEVP and Chief Legal OfficerFT$595,212$1,248,773$2,217,356
Leslie C DavisSr VP and COO HSDFT$595,118$1,084,222$2,207,006
Charles BogostaExec VPFT$478,354$2,179,613$2,168,987
Victor Morell MDBoard MemberFT$1,887,960$234,980$2,141,840
Christopher Schmidt MOrthopaedic SurgeonFT$1,341,919$713,800$2,055,719
Ajaipal Kang MDBoard MemberFT$799,312$1,206,843$2,003,956
Stanley Marks MDBoard ChairPT$1,375,452$241,400$1,930,895
Ghassan Bejjani MDNeurosurgeonFT$1,784,318$100,453$1,884,771
John Lee MDOrthopaedic SurgeonFT$891,026$904,356$1,795,382
Thomas Gleason MDCardiothoracic SurgeonFT$1,568,578$91,710$1,657,588
James Bradley MDOrthopaedic SurgeonFT$1,396,436$193,763$1,598,299
Robert M Friedlander MDBoard Member and Dept ChairFT$1,226,435$309,795$1,581,672
Freddie H Fu MDBoard Member and Dept ChairFT$1,300,998$232,463$1,565,914
John InnocentiPresidentFT$479,739$704,683$1,451,943
Edward T KarlovichCFO Academic Comm HospitalsFT$444,264$864,973$1,440,488
Scott LammieBoard Member, Treas, and CFOFT$408,332$611,243$1,400,867
Philip Pollice MDBoard MemberFT$1,261,445$51,480$1,312,925
J Peter Rubin MDBoard Member and Dept ChairFT$721,869$563,684$1,279,169
Marshall Webster MDSenior Vice PresidentFT$196,550$942,959$1,260,178
Joel B Nelson MDBoard Member and Dept ChairFT$640,578$509,859$1,158,447
David T MartinPresident & Board MemberFT$467,680$590,196$1,146,327
Joon Sup Lee MDBoard Member and Dept ChairFT$863,578$217,701$1,083,392
Christopher A GessnerPresidentFT$493,863$549,725$1,043,588
Mark SevcoPresidentPT$308,665$593,705$1,029,854
Francis Solano MDBoard Member and PresidentFT$543,036$402,432$979,025
Gerald MurrayPresident-$446,948$427,191$977,245
Timothy Robert Billiar MDBoard Secretary and Dept ChairFT$447,154$425,288$936,320
Jonas JohnsonBoard Member and TreasurerFT$463,578$445,833$909,342
Deborah S BrodineBoard Member and PresidentFT$306,305$476,623$837,440
Daniel Kelly Agnew MDBoard MemberFT$569,256$253,264$835,688
Tamra MinnierBoard MemberFT$329,265$409,448$825,508
Robert BlosatBoard Chair and PresFT$392,764$343,588$808,030
Stephen Nimmo EsqFormer Officer-$299,389$357,642$801,302
David GibbonsPresidentFT$387,805$364,691$772,781
Bryan Donohue MDBoard Member and PresidentFT$630,797$127,640$758,437
Ann EvansChief Financial OfficerFT$289,414$379,313$751,425
Michael GraceBoard Member and PresidentFT$318,804$360,760$735,276
James GavinPresidentFT$293,508$425,953$719,461
Richard Wadas MDBoard Member and PresidentFT$497,155$208,224$714,035
James Schuster MDBoard MemberFT$317,068$320,571$712,282
Gordon GebbensBoard Member and TreasurerFT$328,934$378,747$702,597
Eric CartwrightVice PresidentFT$290,832$300,908$695,421
Donald M Yealy MDBoard Member and V PresidentFT$361,710$298,989$695,226
Robert Ferris MDBoard MemberFT$573,578$100,025$692,503
David A Lewis MDBoard Member and Dept ChairFT$315,959$335,086$672,321
Sheryl Kashuba EsqBoard Member, Secty & CLOFT$303,619$292,244$665,159
Derek Angus MDBoard Member and Dept ChairFT$363,578$330,435$651,515
Donald OwreyPresident-$264,036$304,433$631,567
Jose Sahel MDBoard Member and Dept ChairFT$473,499$154,641$628,796
Joel S Greenberger MDBoard Member and Dept ChairFT$270,578$291,109$627,311
Eileen SimmonsChief Financial OfficerFT$294,706$283,478$626,936
Jules Sumkin MDBoard Member and Dept ChairFT$370,584$254,905$615,581
Joseph Losee MDBoard memberFT$382,960$224,741$607,701
Sandy RaderBoard MemberFT$340,014$234,015$603,758
Sergio Giancola MDBoard memberFT$557,682$126,189$597,296
Christopher Samuel MDBoard MemberFT$432,447$161,016$590,763
George K Michalopoulos MDBoard Member and Dept ChairFT$303,768$272,593$589,806
Tulio Estrada MDBoard MemberFT$521,436$35,400$575,736
Ronald J McConnellVice PresidentFT$317,308$203,193$555,301
John WardBoard MemberFT$493,718$128,765$550,805
Louis Alarcon MDBoard Member & Medical DirectrFT$263,578$314,129$548,996
William Barrington MDBoard MemberFT$373,578$190,608$543,658
James W Boyle MDBoard MemberFT$391,214$126,439$527,369
Louis D Falo Jr MDBoard Member and Dept ChairFT$220,452$280,180$518,543
AJ Pinevich MDBoard SecretaryFT$319,974$154,384$517,690
David PattonPresidentFT$256,124$218,931$505,325
Kotayya Kondaveeti MDBoard Member-$450,000$63,360$500,000
Robert P Edwards MDBoard Member-$259,416$233,375$492,791
Philip M Cacchione MDBoard Chair and PresidentFT$418,776$70,729$489,505
David Kruszewski MDBoard ChairFT$407,873$66,974$485,019
Lawrence Wechsler MDBoard Member and Dept ChairFT$252,978$204,609$484,679
Trent Emerick MDBoard MemberFT$232,798$252,797$482,895
Edward MarinzelBoard MemberFT$241,740$155,268$472,346
Stephen DanchTreasurer and CFOFT$285,062$132,062$471,076
Mbembo Bongutu MDBoard MemberFT$307,357$144,077$454,134
Terence Dermody MDBoard Member and Dept ChairFT$369,560$142,425$450,807
Mark Gladwin MDBoard Member and Dept ChairFT$230,178$263,937$448,673
David RussellBoard Member-$222,773$288,240$445,454
Randall BoggessBoard MemberFT$386,778$54,249$443,507
Daniel R Sullivan MDBoard Vice ChairFT$290,000$235,562$437,111
Francis Foti MDBoard MemberFT$303,024$114,014$423,395
John McKeating MDBoard MemberFT$353,718$111,965$417,470
Alexander J Ciocca EsqBoard SecretaryFT$191,676$230,904$412,838
Louis A BaversoBoard Member and TreasurerFT$221,758$180,064$401,822
Hyagriv Simhan MDBoard MemberFT$274,498$160,365$401,625
Brian DurniokBoard Member and PresidentFT$214,253$161,281$391,902
Susan Rakfal MDBoard MemberFT$268,932$164,950$390,550
Arthur S Levine MDBoard Member-$389,699$722,979$389,699
John KuzmishinFormer Treas, Sec, and CFO-$385,000$24,684$388,084
Jose Caballe MDFormer Director-$314,615$68,098$384,904
Charissa Pacella MDFormer Board Member-$247,947$308,439$383,433
Howard Gutstein MDBoard Member and Dept ChairFT$324,503$53,475$378,158
Jerome ShafferBoard Member Treasurer and CFOFT$196,948$157,306$376,654
Lynn RuppPresidentFT$221,795$148,852$370,146
Nathan Moore MDBoard MemberFT$218,716$131,829$369,445
David McCandless MDBoard MemberFT$263,255$103,907$368,532
Linda Barnhardt MDBoard MemberFT$331,107$18,709$366,016
Matthew Massaro DoBoard MemberFT$247,816$111,812$362,328
Donald BecksteadBoard MemberFT$303,064$57,727$360,791
Douglas GarretsonPresidentFT$196,407$164,302$360,709
Timothy Horsky DOBoard MemberFT$323,756$36,833$355,189
Nicole Debolt DOBoard MemberFT$321,808$33,840$352,948
Joseph Antonowicz MDBoard MemberFT$288,755$41,532$352,325
Mohammad Idrees MDFormer Board Member-$291,688$73,988$340,766
David Baer MDBoard MemberFT$223,886$101,290$338,676
Kenneth Plowey MDBoard MemberFT$269,234$66,082$330,497
Roy Sartori MDFormer Director-$258,472$72,136$329,690
James DonnellyBoard MemberFT$187,972$156,207$310,350
Marshall Stafford MDBoard MemberFT$273,874$13,241$308,715
Robert Devlin EsqBoard SecretaryFT$169,086$192,876$302,970
Mark O'HernBoard Secretary-$169,020$121,180$302,009
Richard BondiTreasurer and CFOFT$170,866$525,430$298,861
Nicholas BarcellonaTreasurer and CFOFT$143,728$151,788$295,516
Charles HagertyBoard Vice ChairFT$187,368$105,503$288,122
James GiammarcoChief Financial OfficerFT$164,196$123,752$287,948
Nanci CaseBoard MemberFT$183,815$104,131$287,946
David BobrzynskiBoard TreasurerFT$143,214$143,928$287,142
Richard Beigi MDBoard MemberFT$195,584$85,233$280,817
Amy Swindell DOBoard MemberFT$261,558$16,492$278,050
Carey Andrew-Jaja MDBoard MemberFT$228,861$47,420$276,281
Bryant Wesley EsqSecretary-$159,857$114,984$274,841
Gwen Sowa MDBoard Member and Dept ChairFT$134,643$139,397$273,160
Philip FreemanFormer President-$68,425$202,714$271,139
Paula ThomasPresidentFT$176,215$83,103$269,155
Margaret BellTreasurer/SecretaryFT$167,106$101,770$267,157
V James FiorenzoFormer President-$251,576$96,178$265,756
Donald GoodmanTreasurer and CFOFT$159,077$98,312$257,389
Timothy BalconiPresidentFT$174,223$84,310$255,395
Terrence Lewis EsqSecretaryFT$155,239$161,677$254,946
J Gary RhodesPresidentFT$149,942$209,221$252,893
Michele P Jegasothy EsqSecretary-$127,668$109,199$249,394
Mario WilfongTreasurer and CFOFT$145,956$87,874$245,730
Tamra MintonBoard SecretaryFT$168,167$63,563$245,380
Dawndra JonesBoard MemberFT$155,628$87,726$239,525
Brian FritzChief Financial Officer-$149,550$93,572$236,999
Christopher StockhausenFormer Treasurer and CFO-$142,251$91,820$235,605
Kenneth Nash MDBoard MemberFT$137,134$91,207$228,341
Jared WeinerChief Financial OfficerFT$151,918$347,804$222,451
Dan SwayzeBoard SecretaryFT$169,724$48,840$218,564
Noreen FredrickBoard MemberFT$160,970$53,566$214,536
Robert GriffithCFO and TreasurerFT$158,183$63,590$213,677
Susan MartinBoard MemberFT$152,962$67,213$212,676
Clifton Callaway MDBoard MemberFT$130,095$105,584$209,100
Brad DingerCFO and TreasurerFT$158,213$72,286$202,293
Andrew Nowalk MDFormer Director-$88,588$118,380$199,073
Laurene TimmonsChief Financial OfficerPT$127,098$183,856$196,830
William A NigroBoard Member,Treas and CFOFT$137,231$54,594$191,825
Jeannette South-Paul MDBoard Member and Dept ChairFT$72,146$199,065$190,935
Mark Zacharia EsqBoard Vice ChairFT$136,491$54,419$190,910
Manish Sapra MDFOrmer Board Member-$90,445$114,306$189,680
Cindy WilsonBoard memberFT$137,081$59,820$189,429
Thomas NewmanChief Financial OfficerFT$143,452$29,194$171,753
Russell MeyersBoard TreasuerFT$119,285$52,975$169,831
Merle TaylorFormer Board Secretary-$145,182$35,966$169,182
David Nace MDFormer Director-$115,407$190,904$164,733
Mark ChuffPresidentFT$127,178$37,514$164,692
Timothy Gaul MDFormer Director-$100,456$49,524$161,289
Elizabeth RitterBoard MemberFT$126,265$21,939$148,204
Jeffrey KnorrSecretaryFT$115,899$25,004$140,903
Carrie EnnisBoard SecretaryFT$110,037$24,560$134,597
Carol VanZileBoard SecretaryFT$112,097$17,917$130,014
Thomas BurichFormer President-$124,196$86,506$124,196
Nancy PastoriusBoard Secretary and COOFT$100,062$22,544$122,606
Mark PapaliaPresidentFT$107,159$6,231$113,390
Jackie BonierBoard MemberFT$87,489$25,757$113,246
Mandy Fauble MDExecutive DirectorFT$91,931$21,095$113,026
Thomas RectorDirector of Financial ServicesFT$87,521$10,435$97,956
Susan KostilnikAsst SecretaryFT$82,250$14,858$97,108
Heidi VanGorderAsst. SecretaryFT$59,704$23,290$82,994
Sharon SquillarioSecretaryFT$57,974$23,324$81,298
Nancy BeichnerAsst SecretaryFT$59,796$19,980$79,776
Joni MurrayBoard MemberFT$53,398$21,071$74,469
Donald Beck DPMBoard MemberFT$58,810$10,445$69,255
Lisa SmithAsst SecretaryFT$51,058$10,964$62,022
Nancy PyleBoard MemberFT$48,748$10,916$59,664
Anita CiceroFormer Board Mbr,Sec and Treas-$56,367$17,880$58,290
Loren Roth MDBoard Member-$750$54,414$55,164
Val MignognaBoard Member--$47,616$47,616
Alyson FisherBoard MemberFT$41,731$4,280$46,011
Kimberly Moses EsqBoard SecretaryFT$33,800$647$34,447
Dennis English MDBoard Member-$23,800-$23,800

Board Members and Trustees

NameTitle
Bernard CreppageBoard Chair
Beth BurnsideBoard Chair
Bruce ErbBoard Chair
David T MartinBoard Chair
Deborah S BrodineBoard Chair
Debra DellapostaBoard Chair
Diane HolderBoard Chair
Donald PayneBoard Chair
Frank Mindicino CFPBoard Chair
G Nicholas Beckwith IIIBoard Chair
Honorable Maureen Lally-GreenBoard Chair
Howard W Hanna IIIBoard Chair
James DrenningBoard Chair
John InnocentiBoard Chair
John R Blackburn IIIBoard Chair
Marilyn Neely-GabrysBoard Chair
Neil PortBoard Chair
Neil Y Van HornBoard Chair
Noreen FredrickBoard 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
Nancy FogelBoard Chair and Board Member
Deborah S BrodineBoard Chair and Pres
Deborah S BrodineBoard Chair and President
Mark BondiBoard Chair and President
Robert BlosatBoard Chair and President
Rebecca Shaw McHolme JDBoard Co-Chair
Sean LoganBoard Co-Chair
Steven WarnerBoard Co-Chair
Eva BlumBoard Member & 1st V Chair
Edward HendersonBoard Member and Board 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
Gregory K PeasleePresident
Mark BondiPresident
Steven D Shapiro MDPresident
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
David GibbonsBoard Vice Chair
David RottinghausBoard Vice Chair
David Rottinghaus MDBoard Vice Chair
Gregory Baldwin EsqBoard Vice Chair
Honorable Donetta AmbroseBoard Vice Chair
James E Knarr DMDBoard Vice Chair
Jerome ShafferBoard Vice Chair
John Reefer MDBoard 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
James M Ferguson IIIBoard Vice Chair and Treasurer
Stephanie RoskovskiBoard 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
Bernard CreppageBoard Member
Beth BurnsideBoard Member
Beth HarmanBoard Member
Brenda IrelandBoard Member
Brian PachtmanBoard Member
Brian ParkerBoard Member
Bruce ErbBoard Member
Bryant Wesley EsqBoard Member
C Talbot Heppenstall JrBoard Member
Camillia HeriskoBoard Member
Carmen FerrantoBoard member
Carolyn DeanBoard Member
Carrie CoghillBoard Member
Carrie EnnisBoard 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 GibbonsBoard 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 J Donnelly III MDBoard Member
Edward T KarlovichBoard Member
Eileen SimmonsBoard Member
Elaine BellinBoard Member
Elliott Ehrenreich EsqBoard 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
Greg MerkelBoard Member
Gregory Baldwin EsqBoard Member
Gregory K PeasleeBoard Member
Gregory SpencerBoard Member
Gwendolyn Sowa MDBoard Member
Halcolm BardBoard 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 KilmartinBoard 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
Jeffrey ClarkBoard Member
Jeffrey ShawBoard Member
Jerome ShafferBoard Member
Jessica PhillipsBoard Member
Jo Ellen KenneyBoard Member
Joan StephansBoard Member
Joel Nelson MDBoard Member
John D Houston IIBoard Member
John HickeyBoard Member
John InnocentiBoard Member
John LovelaceBoard Member
John R Blackburn IIIBoard Member
John SurmaBoard Member
John VerbanacBoard Member
Johnny JohnsonBoard Member
Joon Sup Lee MDBoard Member
Joseph C WaltonBoard Member
Joseph MontoneBoard Member
Joseph PastorBoard Member
Joseph SchemberBoard Member
Josh BarnhartBoard 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 RomigBoard Member
Kent TonkinBoard Member
Kevin McDermottBoard Member
Kim Burns-WardBoard Member
Korry Green EsqBoard 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 Presta-Smith EsqBoard 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 MoschellaBoard Member
Mark RaimyBoard Member
Mark SevcoBoard Member
Marshall Webster MDBoard Member
Martha Hartle Munsch EsqBoard 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
Patricia J KutcherBoard Member
Patrick GallagherBoard Member
Paul VeyBoard Member
Paul WinklerBoard Member
Paula ThomasBoard Member
Rachel Riley-LavelleBoard Member
Rajesh Sehgal MDBoard Member
Ralph T DeStefanoBoard Member
Raymond EckenrodeBoard Member
Raymond HessBoard Member
Rebecca Shaw McHolme JDBoard 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 GlowackiBoard Member
Robert HalbritterBoard Member
Robert HofmannBoard Member
Robert M HernandezBoard Member
Robert MontlerBoard member
Robert SchollBoard Member
Robert WatersBoard Member
Robert a DemichieiBoard Member
Roberta GoldstoneBoard Member
Roger McCauleyBoard Member
Ron MattisBoard Member
Ronald McCallBoard Member
Ronald R Davenport JrBoard Member
Ruth WeaverBoard Member
Sam BellichBoard Member
Sandra McAnallenBoard Member
Sandra TomlinsonBoard Member
Sarah MeehanBoard Member
Scott LammieBoard Member
Shelia FineBoard Member
Stephan EmeryBoard Member
Stephen MartynuskaBoard 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
Susan SimonBoard member
Sy HolzerBoard Member
Tamara VarsekBoard Member
Thomas J MalvarBoard Member
Thomas LevineBoard Member
Thomas Powell MDBoard Member
Thomas Tupitza EsqBoard Member
Thomas W SterlingBoard Member
Timothy NeCastroBoard Member
Timothy TrottBoard Member
Todd RoadmanBoard Member
V James FiorenzoBoard Member
V Thomas Worrall MDBoard Member
Valerie C Trott WilliamsBoard Member
Violet LudwigBoard Member
W Duff McCradyBoard Member
William EarnestBoard Member
William Geary MDBoard Member
William GroveBoard Member
William Strickland JrBoard Member
William WallenBoard Member
Wilma McNeeseBoard Member
Bernard CreppageBoard Member & Treasurer
John ReeferBoard Member and Board Vice Ch
Bryant Wesley EsqBoard Member and Secretary
Joon Sup Lee MDBoard Member and Secretary
Brad DingerBoard Member and Treasurer
Brian FritzBoard Member and Treasurer
Edward T KarlovichBoard Member and Treasurer
Eileen SimmonsBoard Member and Treasurer
Robert GriffithBoard 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
Richard BondiBoard Member, Treas, Sec & CFO
Angela Duvall ColledgeBoard Secretary
Ann BenzelBoard Secretary
Bruce ErbBoard Secretary
Bryant Wesley EsqBoard Secretary
Debra A DinnocenzoBoard Secretary
Frank MosesBoard Secretary
James DrenningBoard Secretary
Jean GeistBoard Secretary
Kelly BaileyBoard Secretary
Margaret AdamsBoard Secretary
Marshall Webster MDBoard Secretary
Rose Almon-MartinBoard Secretary
Lynn RuppBoard Treasuer and CFO
Edward T KarlovichBoard Treasurer
Francis W Finley JrBoard Treasurer
James GonsmanBoard Treasurer
Karen SmithBoard Treasurer
Peter W EisenbrandtBoard Treasurer
Robert Okonak JrBoard Treasurer
Stephen DanchBoard Treasurer
Laurene TimmonsBoard Treasurer and CFO
Robert GriffithBoard Treasurer and CFO
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
Colleen BrennanFormer Treasurer and CFO
Cecil MillerSecretary
Erik RossSecretary
Lucinda HendricksonSecretary
Mark O'HernSecretary
Robert Devlin EsqSecretary
Richard BondiTreas, Sec, and CFO
Brad DingerTreasurer
C Talbot Heppenstall JrTreasurer
David BobrzynskiTreasurer
Eileen SimmonsTreasurer
Ann EvansTreasurer and CFO
Ronald J McConnellTreasurer and Secretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Centers for Rehab ServicesRehab Services625 Walnut Street, Mckeesport, PA 15132$40,998,970
Rycon Construction INCConstruction Contr2501 SMALLMAN STREET, Pittsburgh, PA 15222$38,152,390
Medicor Associates IncMedical Services120 East 2nd Street, Erie, PA 16507$22,843,016
Massaro CorporationConstruction Contr120 DELTA DRIVE, Pittsburgh, PA 15238$21,180,233
Quest DiagnosticsLaboratory Services500 PLAZA DRIVE, Secaucus, NY 07094$18,672,095
Revenue and Support

Revenue Composition

Contributions and Grants
$89,194,848
Program Service Revenue
$13,344,931,272
Investment Income
$64,504,062
Other Revenue
$-125,689
All Other Contributions
$21,598,845
Change in Net Assets
$188,506,864

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$498,718Fair Market Value
Other Non Cash Contri Table453$371,453Fair Market Value
Other Non Cash Contri Table173$122,119Fair Market Value
Other Non Cash Contri Table2$108,000Fair Market Value
Other Non Cash Contri Table277$70,237Fair Market Value
Clothing and Household Goods-$53,931Fair Market Value
Collectibles69$53,459Fair Market Value
Other Non Cash Contri Table30$40,512Fair Market Value
Other Non Cash Contri Table30$31,265Fair Market Value
Other Non Cash Contri Table22$26,594Fair Market Value
Food Inventory49$25,326Fair Market Value
Books and Publications-$9,681Fair Market Value
Other Non Cash Contri Table10$7,946Fair Market Value
Other Non Cash Contri Table8$5,742Fair Market Value
Other Non Cash Contri Table43$4,100Fair Market Value
Drugs and Medical Supplies2$4,000-
Total Noncash Contributions1,169$1,433,083-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,710,124,114
Salaries, Compensation, and Employee Benefits$5,557,897,222
Grants and Similar Amounts Paid$41,976,293
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,922,110,921$747,033,848$0$4,669,144,769
All Other Expenses$1,164,466,369$115,872,654-$1,280,339,023
Depreciation Depletion$405,382,988--$405,382,988
Other Employee Benefits$352,437,268$48,048,430-$400,485,698
Other Expenses$294,155,907--$294,155,907
Payroll Taxes$210,432,437$38,738,173-$249,170,610
Occupancy$202,587,647$45,613,696-$248,201,343
Information Technology$45,819,845$159,591,745-$205,411,590
Pension Plan Contributions$98,100,291$31,550,111-$129,650,402
Current Officers, Directors, Trustees, and Key Employees$45,142,856$64,302,887-$109,445,743
Insurance$89,500,522$11,488,311-$100,988,833
Office Expenses$60,283,407$31,666,062-$91,949,469
Fees for Services Other$87,406,854$1,977,464-$89,384,318
Grants to Domestic Orgs$41,976,293--$41,976,293
Advertising$36,476,260--$36,476,260
Travel$18,410,198$6,727,155-$25,137,353
Fees for Services Management$14,962,071$1,622,949-$16,585,020
Fees for Services Legal$2,578,301$12,010,433-$14,588,734
Interest$6,950,660$1,142,034-$8,092,694
Fees for Services Accounting-$7,581,605-$7,581,605
Conferences and Meetings$2,893,372$757,105-$3,650,477
Fees for Services Lobbying-$2,374,845-$2,374,845
Fees for Service Investment Mgmnt Fees-$1,850,513-$1,850,513
Total Functional Expenses$11,980,047,609$1,329,950,020$0$13,309,997,629
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of PittsburghPittsburgh, PA-Charitable Donation$32,670,786
United Way of Southwestern PennsylvaniaPittsburgh, PA501(c)(3)Charitable Donation$826,790
Contact AltoonaAltoona, PA501(c)(3)Charitable Donation$612,606
Robert Morris UniversityMoon Twp, PA501(c)(3)Charitable Donation$500,000
American Heart AssociationPittsburgh, PA501(c)(3)Heart Research$345,489
Duquesne University of the Holy SpiritPittsburgh, PA501(c)(3)Education Support$307,500
Saint Vincent CollegeLatrobe, PA501(c)(3)Education Support$300,000
Western Psychiatric Inst and Clinic of UPMCPittsburgh, PA-Healthcare Support$284,032
Childrens Hospital of Pgh FoundationPittsburgh, PA501(c)(3)Healthcare Support$266,707
Historical Society of Western PAPittsburgh, PA501(c)(3)Community Devel$252,000
Passavant Hospital FoundationPittsburgh, PA501(c)(3)Healthcare Support$234,894
Ladies Hospital Aid SocietyPittsburgh, PA501(c)(3)Charitable Donation$218,774
Allegheny Conf on Community DevelopmentPittsburgh, PA501(c)(3)Community Devel$158,361
American Cancer Society IncWarren, PA501(c)(3)Cancer Research$148,800
Urban League of Greater PghPittsburgh, PA-Community Devel$135,000
Oakland Planning and Development CenterPittsburgh, PA501(c)(3)Charitable Donation$132,000
Family House IncPittsburgh, PA501(c)(3)Community Devel$106,500
Blood Science FoundationPittsburgh, PA501(c)(3)Charitable Donation$102,500
CHUCK NOLL Foundation FOR BRAIN INJUryPittsburgh, PA501(c)(3)Charitable Donation$100,000
East Liberty Family Health CenterPittsburgh, PA501(c)(3)Community Devel$92,500
Animal FriendsPittsburgh, PA501(c)(3)Charitable Donation$89,800
Oakland Business Improvement DistrictPittsburgh, PA501(c)(3)Charitable Donation$77,000
Energy Innovation Center Institute IncPittsburgh, PA501(c)(3)Charitable Donation$75,400
Township of HamptonAllison Park, PA501(c)(3)Charitable Donation$70,000
Poise FoundationPittsburgh, PA501(c)(6)Charitable Donation$69,200
Arthritis FoundationPgh, PA501(c)(3)Arthritis Research$69,000
Juvenile Diabetes Research FoundationPittsburgh, PA501(c)(3)Diabetes Research$67,500
March of Dimes Birth Defects FoundationWhite Plains, NY501(c)(6)Charitable Donation$66,767
Susan G Komen Pittsburgh AffiliatePittsburgh, PA501(c)(3)Cancer Research$65,600
Magee Womens Research Inst & FndPittsburgh, PA501(c)(6)Charitable Donation$65,411
YMCA OF greater pittsburghGrove City, PA-Community Devel$59,500
Community Liver AllianceMars, PA501(c)(3)Liver Research$55,000
North American Rescue LLCGreer, SC501(c)(3)Charitable Donation$51,068
American Diabetes AssociationArlington, VA501(c)(3)Diabetes Research$50,000
Erie Downtown Development CorporationErie, PA501(c)(3)Charitable Donation$50,000
Pittsburgh Wine Festival LLCPittsburgh, PA501(c)(3)Charitable Donation$50,000
Hamot Health FoundationErie, PA501(c)(3)Healthcare Support$49,941
Persad Center IncPittsburgh, PA501(c)(3)Charitable Donation$45,000
UPMC Horizon Greenville AuxiliaryGreensville, PA501(c)(3)Charitable Donation$43,062
Peoples OaklandPittsburgh, PA501(c)(3)Charitable Donation$38,938
Rehabilitation and Community Prov AssocHarrisburg, PA501(c)(3)Community Devel$38,145
Greenville Area School DistrictGreenville, PA501(c)(3)Education$35,450
City of FarrellFarrell, PA501(c)(3)Charitable Donation$35,350
Borough of GreenvilleGreenville, PA501(c)(3)Community Devel$35,000
Cystic Fibrosis FoundationBethesda, MD501(c)(3)Cystic Fibrosis Res$35,000
Delta Foundation of PittsburghPittsburgh, PA501(c)(3)Charitable Donation$35,000
Farrell Area School DistrictFarrell, PA501(c)(3)Education$35,000
Wesley House Family ServicesKey West, FL-Community Devel$32,500
Our ClubhousePittsburgh, PA501(c)(3)Charitable Donation$31,500
Gloria Gates Memorial FoundationAltoona, PA501(c)(3)Charitable Donation$31,200
BIG BROTHERS BIG SISTER OF greater pghAltoona, PA501(c)(3)Community Devel$30,000
CcchampionsPittsburgh, PA501(c)(3)Charitable Donation$30,000
Epilepsy Foundation Western Central PaPittsburgh, PA501(c)(3)Epilepsy Research$30,000
Habitat for Humanity of Greater PittsPittsburgh, PA501(c)(3)Community Devel$30,000
Our Hearts to Your SolesIngomar, PA501(c)(3)Charitable Donation$30,000
Community Human Services CorpPittsburgh, PA501(c)(3)Community Devel$29,938
Junior AchievementWarrendale, PA501(c)(3)Community Devel$29,440
Pittsburgh OperaPittsburgh, PA501(c)(3)Charitable Donation$28,750
Leukemia and Lymphoma Society IncPittsburgh, PA501(c)(3)Cancer Res$28,375
American Red CrossHarrisburg, PA501(c)(3)Charitable Donation$28,150
Civic Light Opera Assoc of Greater PghPittsburgh, PA501(c)(3)Charitable Donation$28,000
National Kidney Foundation IncDallas, TX501(c)(3)Kidney Research$28,000
Carnegie InstitutePittsburgh, PA501(c)(3)Educational Support$26,000
Nami Keystone PennsylvaniaPittsburgh, PA501(c)(3)Charitable Donation$25,950
National Multiple Sclerosis SocietyPittsburgh, PA501(c)(3)MS Research$25,600
African American Cultural CenterPittsburgh, PA501(c)(3)Charitable Donation$25,000
Amd3 Education and Research FoundationPgh, PA501(c)(3)Educational Research$25,000
Catholic Charities of Diocese of PghPittsburgh, PA501(c)(3)Charitable Donation$25,000
Extra Mile Education FoundationPittsburgh, PAGovernmentCharitable Donation$25,000
Giving It Forward TogetherPittsburgh, PAGovernmentCharitable Donation$25,000
Natl Assoc Advancement of Colored PeoplePittsburgh, PA501(c)(3)Charitable Donation$25,000
Negro Educational Emergency DrivePittsburgh, PA501(c)(3)Education Support$25,000
Pittsburgh Steelers LLCPittsburgh, PA501(c)(3)Charitable Donation$25,000
Pittsburgh SymphonyPittsburgh, PA501(c)(3)Charitable Donation$25,000
Retreat & Refresh Stroke CampPeoria, IL501(c)(3)Charitable Donation$25,000
Rural Regional College of Northern PaWarren, PA501(c)(3)Education Support$25,000
The American Ireland FundPittsburgh, PAgovernmentCharitable Donation$25,000
YouthplacesPittsburgh, PA-Community Devel$25,000
Beckham MediaPgh, PA501(c)(3)Charitable Donation$22,850
Carlow UniversityPittsburgh, PA501(c)(3)Educational support$22,500
City TheatrePittsburgh, PA501(c)(3)Community Devel$22,500
Erie Otters Hockey ClubErie, PA501(c)(3)Charitable Donation$22,500
Pittsburgh Trust for Cultural ResourcesPgh, PA501(c)(3)Charitable Donation$22,500
Gwens GirlsPittsburgh, PA501(c)(3)Charitable Donation$22,000
Mario Lemieux FoundationPittsburgh, PA501(c)(3)Charitable Donation$21,800
A Glimmer of HopeWexford, PA501(c)(3)Charitable Donation$21,350
American Lung AssociationCamp Hill, PA501(c)(3)Lung Research$20,000
Dw Strategic Development LLCSomerset, PA501(c)(3)Charitable Donation$20,000
INTL SOCIETY CARTILAGE REPAIR OF ANKleNew York, NY501(c)(3)Charitable Donation$20,000
New Era Cap FoundationFairfield, CT501(c)(3)Community Devel$20,000
Pennsylvania Resource CouncilPittsburgh, PA501(c)(3)Charitable Donation$20,000
Pittsburgh Ballet Theatre IncPittsburgh, PA501(c)(3)Charitable Donation$20,000
Uptown Partners of PittsburghPittsburgh, PA-Charitable Donation$20,000
Western Pennsylvania ConservancyPittsburgh, PA-Community Devel$20,000
Carnegie Mellon UniversityPittsburgh, PA501(c)(3)Educational Support$19,500
Three Rivers Rowing AssocPittsburgh, PA501(c)(3)Charitable Donation$18,000
Dapper Dan CharitiesPittsburgh, PA501(c)(3)Charitable Donation$17,500
Veterans Leadership ProgramPittsburgh, PA-Community Devel$17,500
The 9th St ClinicMcKeesport, PA501(c)(3)Charitable Donation$16,500
Boy scouts of America Laurel HighlandsPittsburgh, PA501(c)(3)Charitable Donation$16,100
Black Political Empowerment ProjectPittsburgh, PA501(c)(3)Charitable Donation$16,000
Ywca Greater PittsburghPittsburgh, PA-Community Devel$16,000
Amer Assoc of People With DisabilitiesWashington, DC501(c)(3)Charitable Donation$15,000
American Middle East InstitutePittsburgh, PA501(c)(3)Charitable Donation$15,000
Brashear AssociationPittsburgh, PA501(c)(3)Charitable Donation$15,000
Emergency Nurses AssociationDes Plaines, IL501(c)(3)Charitable Donation$15,000
Family Guidance IncSewickley, PA501(c)(3)Community Devel$15,000
Hill House AssociationPittsburgh, PA501(c)(3)Charitable Donation$15,000
Luminari IncSewickley, PA501(c)(3)Charitable Donation$15,000
Mighty Penguins Sled Hockey IncCran Twp, PA501(c)(3)Charitable Donation$15,000
Pittsburgh SteelwheelersPittsburgh, PA501(c)(3)Charitable Donation$15,000
Pittsburgh Urban Magnet ProjectPittsburgh, PA501(c)(3)Charitable Donation$15,000
Silk Screen Asian AmericanPittsburgh, PA501(c)(3)Charitable Donation$15,000
Smart FuturesPittsburgh, PA501(c)(3)Community Devel$15,000
T Conn Sports IncBell Vernon, PA501(c)(3)Charitable Donation$15,000
Bob Perks Cancer Assistance FundState College, PA501(c)(3)Cancer Research$13,750
Blair County Arts FoundationAltoona, PA501(c)(3)Charitable Donation$13,600
Operation Our Town IncAltoona, PA501(c)(3)Charitable Donation$13,500
Jameson Healthcare FoundationNew Castle, PA501(c)(3)Healthcare Support$13,425
Kids VoicePittsburgh, PA501(c)(3)Community Devel$13,333
Brentwood Business Owners AssociationPittsburgh, PA501(c)(3)Charitable Donation$13,000
Eye and Ear FoundationPittsburgh, PA501(c)(3)Charitable Donation$13,000
Cancer Caring CenterPittsburgh, PA501(c)(3)Cancer support$12,750
Girl Scouts Western PennsylvaniaPittsburgh, PA501(c)(3)Community Devel$12,500
Global LinksPittsburgh, PA501(c)(3)Charitable Donation$12,500
Kappa Scholarship Endowment Fund of W PaPittsburgh, PA501(c)(3)Education Support$12,500
National Council on Edu for Ceramic ArtsBoulder, COGovernmentCharitable Donation$12,500
Omicelo Dreamon Festival LLCPittsburgh, PA501(c)(3)Charitable Donation$12,500
Pinnacle Health FoundationHarrisburg, PA501(c)(3)Charitable Donation$12,500
Pittsburgh Penguins FoundationPittsburgh, PA501(c)(3)Charitable Donation$12,500
Pittsburgh Public Theater CorpPittsburgh, PA501(c)(3)Charitable Donation$12,500
Pittsburgh Three Rivers MarathonPittsburgh, PA501(c)(3)Charitable Donation$12,500
PowerPittsburgh, PA501(c)(3)Charitable Donation$12,500
Presque Isle PartnershipErie, PA501(c)(3)Charitable Donation$12,500
Propel Schools FoundationPittsburgh, PA501(c)(3)Education Support$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
Kane Fire DepartmentKane, PA501(c)(3)Charitable Donation$12,000
Urban Impact FoundationPittsburgh, PA-Charitable Donation$12,000
Fayette Emergency Medical ServiceConnellsville, PA501(c)(3)Charitable Donation$11,800
PaarPittsburgh, PA501(c)(3)Charitable Donation$11,500
Als Association of Western PaPittsburgh, PA501(c)(3)ALS Research$11,250
Down Syndrome Assoc of PittsburghGibsonia, PA501(c)(3)Down Syndrome Res$11,000
Woodlands FoundationWexford, PA-Charitable Donation$11,000
Blair County Chamber Foundation IncAltoona, PA501(c)(3)Charitable Donation$10,750
Foundation for IupIndiana, PA501(c)(3)Charitable Donation$10,500
Municipality of MonroevilleMonroeville, PA501(c)(3)Community Devel$10,500
Pauline Auberle FoundationMckeesport, PA501(c)(3)Charitable Donation$10,500
African Amer Chamber of Commerce of W PaPittsburgh, PA501(c)(3)Charitable Donation$10,375
Central Catholic High Schoolpittsburgh, PA501(c)(3)Educational Support$10,150
ALS Therapy Development InstituteCambridge, MA501(c)(3)ALS Research$10,000
Allegheny Force Football ClubDelmont, PA501(c)(3)Charitable Donation$10,000
Attack Theatre IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
Bloomfield Little Italy Days IncPittsburgh, PAGovernmentCharitable Donation$10,000
Casa San JosePittsburgh, PA501(c)(3)Charitable Donation$10,000
Catholic Youth Assoc of Pittsburgh IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
Childrens Home of PittsburghPittsburgh, PAGovernmentCommunity Devel$10,000
Crohns and Colitis Foundation of AmericaPittsburgh, PA501(c)(3)Crohns & Colitis Res$10,000
Cultures Arts Festivals and Event ErieErie, PA501(c)(3)Community Devel$10,000
Dollar Energy Fund IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
Educating Teens About Hivaids IncPittsburgh, PA501(c)(3)Community Devel$10,000
Global Solutions PittsburghPittsburgh, PA501(c)(3)Charitable Donation$10,000
Goodwill of Southwestern Pa IncPittsburgh, PA501(c)(3)Charitable Donation$10,000
INST FOR REs EDU & Train in AddictionPittsburgh, PA501(c)(3)Education Support$10,000
Lawrenceville CorpPittsburgh, PA501(c)(3)Charitable Donation$10,000
Lending HeartsPittsburgh, PA501(c)(3)Charitable Donation$10,000
Mattress Factory LtdPittsburgh, PA501(c)(3)Charitable Donation$10,000
Mt Ararat Community Activity CenterPittsburgh, PA501(c)(3)Community Devel$10,000
Natl Ovarian Cancer CoalitionPittsburgh, PA501(c)(3)Ovarian Cancer Res$10,000
Orthopaedic Research & Edu FdnRosemont, IL501(c)(3)Education & Research$10,000
PATrick NARDUZZI FOOTBALL CAMPS LLCPittsburgh, PA501(c)(3)Charitable Donation$10,000
Pa Breast Cancer CoalitionLebanon, PA501(c)(3)Breast Cancer Res$10,000
Patient Safety Movement FoundationIrvine, CA501(c)(3)Charitable Donation$10,000
Pennsylvanians for Modern CourtsPhiladelphia, PA501(c)(3)Charitable Donation$10,000
Pittsburgh Arts and LecturesPittsburgh, PA501(c)(3)Charitable Donation$10,000
Pittsburgh Downtown PartnershipPittsburgh, PA501(c)(3)Charitable Donation$10,000
Pittsburgh Irish and Classical TheatrePittsburgh, PA501(c)(3)Charitable Donation$10,000
Pittsburgh Social Venture PartnersPittsburgh, PA501(c)(3)Charitable Donation$10,000
Program to Aid Citizen EnterprisePittsburgh, PA501(c)(3)Charitable Donation$10,000
Rodef Shalom CongregationPittsburgh, PA501(c)(3)Charitable Donation$10,000
Ronald Mcdonald House Charities PghPittsburgh, PA501(c)(3)Charitable Donation$10,000
Seton Hill UniversityGreensburg, PA501(c)(3)Education Support$10,000
The Bus Stops Here FoundationPittsburgh, PA501(c)(3)Charitable Donation$10,000
The Center That CaresPittsburgh, PA501(c)(3)Charitable Donation$10,000
The First Tee of PittsburghPittsburgh, PA501(c)(3)Charitable Donation$10,000
The National Pancreas FoundationWexford, PA501(c)(3)Charitable Donation$10,000
The Salvation ArmyCarnegie, PA501(c)(3)Charitable Donation$10,000
The Springboard Foundation IncHendersonville, TN501(c)(3)Charitable Donation$10,000
Thelma Lovete YmcaPittsburgh, PA501(c)(3)Community Devel$10,000
Turtle Creek Valley CogTurtle Creek, PA501(c)(3)Charitable Donation$10,000
Womens Center and Shelter of Greater PghPittsburgh, PA-Community Devel$10,000
World Affairs Council of PittsburghPgh, PA-Charitable Donation$10,000
world vision incFed Way, WA-Charitable Donation$10,000
EASTERN MINORITY SUPPliER DEVELOP COPhiladelphia, PA501(c)(3)Charitable Donation$9,500
The V FoundationCary, NC501(c)(3)Charitable Donation$9,460
The Pittsburgh Contingency IncPittsburgh, PA501(c)(3)Charitable Donation$9,000
Penn State UniversityErie, PA501(c)(3)Education Support$8,800
FontanafestPittsburgh, PA501(c)(3)Charitable Donation$8,400
Family Hospice & Palliative CarePittsburgh, PA501(c)(3)Charitable Donation$8,200
Columbia UniversityKatonah, NY501(c)(3)Educational Support$8,000
Small Seeds Development IncPittsburgh, PA501(c)(3)Charitable Donation$8,000
The Friendship Circle of Pittsburgh IncPittsburgh, PA501(c)(3)Charitable Donation$7,900
Presbyterian Seniorcare FoundationOakmont, PA501(c)(3)Charitable Donation$7,800
Autism SpeaksPittsburgh, PA501(c)(3)Autism Research$7,550
Celebrate Positive LLCGainesville, GA501(c)(3)Community Devel$7,500
Childrens Museum of PghPittsburgh, PA501(c)(3)Community Devel$7,500
Depaul School for Hearing and SpeechPittsburgh, PA501(c)(3)Education Support$7,500
Grantmakers of Western PennsylvaniaPittsburgh, PA501(c)(3)Charitable Donation$7,500
Hair Peace CharitiesPittsburgh, PA501(c)(3)Charitable Donation$7,500
Home Nursing Agency and VnaAltoona, PA501(c)(3)Charitable Donation$7,500
Iup Research InstituteIndiana, PA501(c)(3)Charitable Donation$7,500
Mental Health Amer of Southwestern PaGreensburg, PAGovernmentCharitable Donation$7,500
New Pittsburgh Courier Publishing Co IncPittsburgh, PA501(c)(3)Charitable Donation$7,500
North Allegheny School DistrictPittsburgh, PA501(c)(3)Education$7,500
Amer Foundation for Suicide PreventionNew York, NY501(c)(3)Suicide Awareness$7,200
NamiAliquippa, PA501(c)(3)Charitable Donation$7,200
Freddie Fu Cycling TeamMurrysville, PA501(c)(3)Charitable Donation$7,000
Laroche CollegePittsburgh, PA501(c)(3)Education Support$7,000
Operation Troop AppreciationMckeesport, PA501(c)(3)Charitable Donation$7,000
Pittsburgh Chinese Culture Center IncPittsburgh, PA501(c)(3)Charitable Donation$7,000
World Series Tournaments IncWashington, PA-Community Devel$7,000
Western Pa Natl Hemophilia FoundationPittsburgh, PA-Charitable Donation$6,995
altoona-blair county development corpAltoona, PA501(c)(3)Charitable Donation$6,700
Advisory Board on Autism and Related DisPittsburgh, PA501(c)(3)Autism Research$6,667
Dress for Success PittsburghPittsburgh, PA501(c)(3)Community Devel$6,667
St Margaret FoundationPittsburgh, PA501(c)(3)Healthcare Support$6,667
Church of God in Christ IncAliquippa, PA501(c)(3)Community Devel$6,500
Shenango Valley Chamber of CommerceSharon, PA501(c)(3)Charitable Donation$6,160
Ach Clear PathwaysPittsburgh, PA501(c)(3)Charitable Donation$6,000
Ce Pro Bikes LLCCarnegie, PA501(c)(3)Charitable Donation$6,000
Diocese of Altoona -johnstownHollidaysburg, PA501(c)(3)Charitable Donation$6,000
Family Links IncPittsburgh, PA501(c)(3)Charitable Donation$6,000
Fraternal Assoc of Prof ParamedicsMunhall, PA501(c)(3)Healthcare Support$6,000
Monroeville Area Chamber of CommerceMonroeville, PA501(c)(3)Charitable Donation$6,000
Pulsepoint FoundationPleasanton, CA501(c)(3)Charitable Donation$6,000
The Door Campaign IncPittsburgh, PA501(c)(3)Charitable Donation$6,000
The Mel Blount Youth HomeClaysville, PA501(c)(3)Community Devel$6,000
Greater Pgh Community Food BankPittsburgh, PA501(c)(3)Community Devel$5,860
Mental Health AssociationsErie, PA501(c)(3)Charitable Donation$5,600
Allegheny County Medical SocietyPittsburgh, PA501(c)(6)Charitable Donation$5,560
Chabad Jewish Center of Monroeville IncMonroeville, PA501(c)(3)Community Devel$5,500
Monroeville Foundation IncMonroeville, PA501(c)(3)Charitable Donation$5,500
Mon Yough Chamber of CommerceMckeesport, PA501(c)(3)Charitable Donation$5,350

International Summary

Spending
$23,081,247

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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Program ServicesHeatlh Care Education--$22,109,580
East Asia and the PacificProgram ServicesHealth Care Education--$226,327
North AmericaProgram ServicesHealth Care Education--$217,185
Central America and the CaribbeanProgram ServicesHealth Care Education--$133,224
South AmericaProgram ServicesHealth Care Education--$100,876
Middle East and North AfricaProgram ServicesHealth Care Education--$74,555
Russia and the Newly Independent StatesProgram ServicesHealth Care Education--$65,311
East Asia and the PacificInvestments---$55,267
South AsiaProgram ServicesHealth Care Education--$30,484
Sub-Saharan AfricaInvestments---$26,577
Europe (Including Iceland and Greenland)Investments---$25,454
Sub-Saharan AfricaProgram ServicesHealth Care Education--$14,086
North AmericaInvestments---$2,321
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$855,114
Fundraising Gross Income$302,722
Gaming Direct Expenses$30,000
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Steeler Style$895,796$69,900$327,339$-257,439
Celebrity Class$178,245$33,670$7,068$26,602
Total Events$1,876,637$302,722$855,114$-552,392
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$1,206,693,868
Insurance Claims Liabilities$121,400,967
Other Current & Lt Liabilities$74,531,757
Due to Third Party Payors$48,414,765
Pension Liabilities$30,502,287
Patient Dep/credit Balances$29,286,550

Bond Issues

BondIssuerIssuedIssue PricePurpose
BErie County Hospital Authority2010-05-06$35,000,000Hamot Series 2010ABC See Schedule

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$35,000,000$23,950,608$22,720,000$522,137

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
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
No
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 any UPMC Group Member 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.

Part VIII Statement of Revenue

Part VIII, Program Service Revenue, Line 2, Column C-Unrelated Business Income, does not include the unrelated business income pursuant to Section 512(a)(7) for Qualified Transportation Fringe as added to the Internal Revenue Code by the Tax Cuts and Jobs Act of 2017. Whereas, the amount in Part I, Line 7a, for Total Unrelated Business Revenue from Part VIII, Column (C), Line 12 would include such additional unrelated business income. The total amount of unrelated business income for Qualified Transportation Fringe as per Section 512(a)(7) included on Part I, Line 7a (and Form 990T) is $7,582,614.

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
2019-05-13

Organization Details

Principal Officer
Robert A DeMichiei
Formed
2006
Legal Domicile
Pa
Voting Board Members
54
Independent Board Members
20
Employees
62,093
Volunteers
6,203

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 2017 OF 62,093 IS REPRESENTATIVE OF THE SUM OF ALL INDIVIDUALS EMPLOYED BY EACH OF THE 52 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 fifty-two (52) tax exempt entities, including 15 hospital entities, 12 physician service entities, 3 skilled nursing facilities, and 22 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, 2018, the entities within UPMC Group admitted 202,318 inpatients, recorded 1,166,166 inpatient days, 700,648 emergency room visits, 170,241 surgeries, and 684 transplants. They provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at cost, of over $738,000,000. 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 $245,000,000. UPMC Group also provided funding for research and health professions education in excess of $457,000,000. The fourteen hospitals included in 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, UPMC Altoona, and UPMC Kane. UPMC Presbyterian Shadyside is the academic hub of UPMCs inpatient provider services, and is the greater Pittsburgh 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 and education that will contribute to the prevention, diagnosis, and treatment of human disease and disability, regardless of a 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 the 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 761-bed teaching hospital that has been providing health care since 1893. UPMC Shadyside is a 497-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 291-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 $325,300,000 during the year ended June 30, 2018. UPMC Presbyterian Shadyside is actively involved in sponsoring many programs for patients, children, teens, seniors, and the community as a whole. It 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 $79,300,000. UPMC Presbyterian Shadyside also funded research and health professions education at a cost of $242,000,000. UPMC Presbyterian Shadyside reached the community through

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 participated in health fairs throughout 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 the Lend a Hand initiative and collected household and cleaning supplies, clothing, toys, personal care items, bottles and diapers, and school supplies for those in need. 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. The Hospital provided car seats to families in need upon discharge and offered parents and caregivers of patients free flu shots. Based in Pittsburgh, Pennsylvania, 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. 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: 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 11,000 births occur at Magee each year. Magee is also the regional referral center for high-risk maternal care. The hospitals neonatal intensive care unit is the largest in Pennsylvania, treating more than 1,500 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, and source products sustainably. 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 many 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 pregn

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 $29,200,000 in the fiscal year ended June 30, 2018. 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 $3,200,000 in the fiscal year ended June 30, 2018. UPMC St. Margaret also funded schools of health professions and medical residency programs as well as medical research at a combined cost of over $8,900,000 in fiscal year 2018. 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, blood pressure, and bone density screenings to area residents. The hospital also collected childrens winter clothes and new toys and donated them to local charities, offered diabetes education classes, COPD and 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, oncology, 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. UPMC Passavant has been credentialed as a MagnetTM organization. Magnet status is the highest international recognition for nursing excellence and leadership. During the fiscal year ended June 30, 2018, UPMC Passavant provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of over $47,700,000. UPMC Passavant provided many community outreach and support programs in fiscal year 2018 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 $6,700,000 in the fiscal year ended June 30, 2018. UPMC Passavant also provided funding for research and health professions education in fiscal year 2018 at a cost of over $4,100,000. The community benefited from the many health fairs that UPMC Passavant sponsored and participated. Information was offered on cancer, stroke, and smoking cessation. Also, screenings for foot care, bone density, and high blood pressure were provided. UPMC Passavant offers a free valet service to all cancer center patients. Founded in 1906, UPMC Horizon strives to be

Part III Statement of Program Service Accomplishments Continued

During the fiscal year ended June 30, 2018, UPMC McKeesport provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost in excess of $17,900,000. 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 2018, as well as funding education and research support, were approximately $2,700,000 and $6,300,000 respectively. Family medicine faculty volunteered at a free clinic on a weekly basis, providing medical care and pharmacy services to the uninsured and homeless residents of McKeesport and surrounding areas. The hospital provided free parking for clients 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 the City of McKeesport with office furniture and supplies that were no longer being used. 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, 2018, UPMC Bedford provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $7,800,000. The hospital also provided services, with an aggregate value of over $1,900,000 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. UPMC Bedford contributed space for several area charitable/community groups, including the TOPS Bedford, Overeaters Anonymous, and Bedford County Visitors Bureau. 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 the annual Camp Cadet program offered to middle school students. UPMC East is a full-service community hospital that provides patient-centered care. Located in Monroeville, Pennsylvania, UPMC East serves patients using advanced technologies and was built using environmentally efficient construction practices. The hospital is committed to providing services to all members of the community, regardless of their ability to pay. During the fiscal year ended June 30, 2018, UPMC East provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $15,000,000. The hospital also provided services with an aggregate value of over $700,000 for outreach programs, donations, and research and education. UPMC East staff participated in various area health fairs and presented educational talks to the community. Topics covered included cancer, heart disease, stroke, and blood pressure. The hospital provided poinsettias for patients, school supplies for children in need, backpacks of

Part III Statement of Program Service Accomplishments Continued

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 transportation for indigent patients, as well as transport for uninsured or underinsured patients who require a higher level of care. UPMC Kane (Kane) is a 31-bed acute care hospital with ICU licensed by the Commonwealth of Pennsylvania serving community members mainly from the three-county region of McKean, Elk and Warren counties. Kane's active and consulting medical staff and care providers offer a broad base of primary and specialty care and services including: family and internal medicine, women's health, surgical services, 24 hour Emergency Room, Center for Ortho, Rehab, Pain with complete orthopedics, the full range of rehabilitation services (physical, occupational, and speech therapies) and pain management; Kane Cardiac Rehab, UPMC Hamot cardiology and gastroenterology (digestive health) clinics; urology clinic; eye (cataract surgery), chemotherapy, and gynecology. In furtherance of its mission to provide exemplary health care services, Kane provides patient-centered, quality health care in a cost-effective manner, adhering to the values of excellence, compassion, and the respect for human dignity, regardless of a patient's ability to pay. During the fiscal year ended June 30, 2018, UPMC Kane provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost in excess of $5,900,000. The hospital provided funding and services to the community in the aggregate of $300,000 through community outreach programs targeted at patients, their families, and the community, as well as donations, volunteer services, and research and education programs. The community benefited from a variety of programs offered by Kane. The hospital offered multiphasic health screenings, blood pressure screenings, and flu shot clinics. Nutritional counseling was presented to area students and sport physicals were conducted for athletes in a local school district. 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 4,800 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 kn

Part III Statement of Program Service Accomplishments Continued

The creation of CMI as a multi-specialty physician practice plan has made obtaining medical care easier, more efficient, and more effective for patients. The vast array of medical physicians and specialists are readily accessible to virtually all patients within CMIs service areas which include western Pennsylvania and the tri-state area. The physicians specialties available within CMI include: family medicine, internal medicine, geriatrics, orthopaedics, neurosurgery, pediatrics, obstetrics/gynecology, surgery, ophthalmology, neurology, rheumatology, endocrinology, and pulmonology. 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 $4,900,000 in the fiscal year ended June 30, 2018. 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 $71,500,000. 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 $3,600,000 in the fiscal year ended June 30, 2018, as well as $5,800,000 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. Butler Health System/UPMC Musculoskeletal Joint Venture, Inc. (UPMC Multispecialty Group) provides a broad spectrum of musculoskeletal care t

Part III Statement of Program Service Accomplishments Continued

Home Nursing Agency and Visiting Nurse Association provides home health services to clients from central offices in the Pennsylvania counties of Blair, Bedford, Cambria, Centre, Clearfield, Indiana, Huntingdon, Juniata, Mifflin, and Somerset. For the fiscal year ended June 30, 2018, Home Nursing Agency and Visiting Nurse Association provided $578,000 of uncompensated care and volunteer time to its home health clients. 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. 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 $4,800,000 in support for community benefit programs in the fiscal year ended June 30, 2018. 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 quali

Part III Statement of Program Service Accomplishments Continued

During fiscal year 2018, the Center for Emergency Medicine provided uncompensated care at cost of over $3,900,000.

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. Question 20b: As of 7/1/17 UPMC changed its annual audit to calendar year end. Therefore, the audit report included with the fiscal year 2018 990 is a six month audit, inclusive of the period 7/1/17-12/31/17.

Part XI Reconciliation of Net Assets

Change in Beneficial Interest 37,488,101 Addition of Group Members 17,992,457 Joint Ventures 10,778,396 Transfers from Exempt Affiliates 3,334,761 Other Increases/Decreases in Fund Balance 2,343,132 Net Restricted/SPF Activity -2,481,395 Net Transfers to Exempt Parent -198,157,014 TOTAL -128,701,562

Part XII Financial Statements and Reporting

QUESTION 2B 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, 2018, 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
2018Detailed filing. Detailed filing data is available for this year.$8,021$2,324$5,696$13,499$13,310$189
2018Summary only. Only limited summary data is available for this year.$8,021$2,324$5,696$13,499$13,310$189
2017Summary only. Only limited summary data is available for this year.$7,814$2,191$5,623$12,467$12,164$303
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