Civic Intelligence

Upmc Western Behavioral Health Foundation

EIN 92-3568793 • 501(c)3 • Pittsburgh, PA

Pub. 78 EligibleNTEE F12

Profile

Fundraising to support mental health services

600 Grant St 58th Fl c/o Corp TaxPittsburgh, PA 15219

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE F • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE F • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

NTEE F • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

100th percentile

$1,777,543

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 1359.7% of source-year revenue.

NTEE F • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$1,850,802

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,850,802

No earlier filing loaded for comparison.

Revenue

$130,735

No earlier filing loaded for comparison.

Expenses

$56,427

No earlier filing loaded for comparison.

Net Income

$74,308

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2024: $1,850,802Liabilities 2024: $0Net Assets 2024: $1,850,8022024

Highlighted filing

2024

Assets$1,850,802
Liabilities$0
Net Assets$1,850,802

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2024: $130,735Expenses 2024: $56,427Net Income 2024: $74,3082024

Highlighted filing

2024

Revenue$130,735
Expenses$56,427
Net Income$74,308

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.13$0.06$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 22, 2025
Return Version
2023v6.0
Gross Receipts
$181,722
Mission and Program Overview

Mission

Fundraising to support mental health services

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$0$5,000▲ $5,000
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$0$1,850,802▲ $1,850,802
Other Assets Total$0$1,845,802▲ $1,845,802
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$1,850,802▲ $1,850,802
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$0$1,850,802▲ $1,850,802
Total Liabilities and Net Assets / Fund Balance$0$1,850,802▲ $1,850,802

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,845,802--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marianne CornettiDirector and Chairperson
Nanci CasePresident
Deborah BrodineDirector and Vice Chair
Kris DavittVice President
Mark Zacharia EsqBoard Secretary
Carol KinkelaDirector
Christina CochranDirector
Craig EsterlyDirector
David Lewis MdDirector
Joel YuhasDirector
Kenneth Nash MdDirector
Maria AikinsDirector
Meghan SchichiloneDirector
David BobrzynskiDirector and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$360,444
Program Service Revenue
$-261,689
Investment Income
$0
Other Revenue
$31,980
All Other Contributions
$360,444
Change in Net Assets
$74,308

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table29$74,308Fair Market Value
Total Noncash Contributions29$74,308-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$56,427
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$9,155--$9,155
Travel$3,951--$3,951
Conferences and Meetings$2,908--$2,908
Other Expenses$398--$398
Total Functional Expenses$56,427$0$0$56,427
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$82,967
Fundraising Direct Expenses$50,987
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Making Minds Ma$82,967$82,967$50,987$31,980
Total Events$82,967$82,967$50,987$31,980
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Governance, Management, and Disclosure

Question 6: upmc western behavioral health foundation has one sole member, the federally tax-exempt entity upmc presbyterian shadyside, d/b/a upmc western behavioral health.

Part VI Governance, Mangement, and Disclosure

Question 11: a full copy of the form 990 is provided to each board of directors member prior to filing. 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 included upmc board members, board committee members, corporate officers, key employees, upmc physicians and non physicians employees who hold a position ofinfluence, 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 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 members, 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. Section b: policies question 15 - to support upmc's mission as set forth in the upmc bylaws, the upmc board of directors has formed an executive compensation committee ("committee") and delegated to it the responsibility for establishment and implementation of officer and key employee total compensation programs. As part of this responsibility the committee reports regularly to the board of directors. With board of directors approval, the committee has adopted a formal charter, which includes the establishment of a compensation philosophy and related policies with respect to the total compensation paid by upmc to its officers and key employees. The upmc total compensation program for officers and key employees is predicated upon an incentive compensation component. This component is based upon the accomplishment of predetermined performance goals and objectives which focus on the achievement of multiple annual and three year individual and group performance criteria in the context of appropriate risk taking. These criteria directly support upmc's and its exempt subsidiaries mission and include patient quality and satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others. The total compensation program is integrated with and reinforces the upmc business planning cycle as well as management development and succession planning processes. It is the committee's judgment that the structure of the total compensation program is vital to, and strongly supportive of, the high level of ongoing success of upmc and fosters the retention of critical officer and key employment talent. The total compensation determination process utilized by the committee is intended to satisfy the "rebuttable presumption of reasonableness" as set forth in the regulations to section 4958 of the internal revenue code ("code").this means that compensation programs and levels are approved in advance by the committee which is composed entirely of outside directors who d

Part VI Governance, Mangement, and Disclosure

Question 19: upon request, management determines public disclosure applicability.

Filing and Contact Details

Filer

Filer Name
Upmc Western Behavioral Health Foundation
EIN
92-3568793
In Care Of
% DAVID BOBRYZYNSKI
Phone
4126472345
Address
600 Grant St 58th Fl c/o Corp Tax, Pittsburgh, PA 15219

Signing Officer

Name
Deborah Brodine
Title
President
Phone
4126470548
Signed
2025-04-22

Organization Details

Principal Officer
Deborah Brodine
Formed
2023
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
6
Employees
0
Supplemental Narrative

Additional Explanations

Part III Statement of Program Service Accomplishments

Upmc western behavioral health foundation ein: 92-3568793 fy ending june 30, 2024 form 990, part iii, statement of program service accomplishments upmc western behavioral health foundation's primary purpose is to raise funds in support of their mission to provide excellent patient care, to promote health and wellness through education, and to pursue innovation in advancing care models in mental health. Upmc western behavioral health foundation will advance their vision of serving the disadvantaged and advancing excellence in healthcare with a specific focus on behavioral health. Upmc western behavioral health foundation's activities include organizing educational and outreach events, with all proceeds dedicated to supporting the mission of upmc western. In addition to fundraising, the events will allow upmc western to highlight mental health awareness, to engage with the communities that it serves, and to partner with social service, educational and government stakeholders who share interest in advancing quality and access to mental health care.

PART XI Reconciliation of Net Assets

Contributions (temp & perm only) $1,958,215 donated pp&e $74,308 released from restricted funds $107,414 total $ 1,776,494

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