Nonprofit · EIN 22-2691718
UPMC
Also known as UPMC PINNACLE FOUNDATION
Tax-exempt · PITTSBURGH, PA 15219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $19,430,531 | $14,561,209 | $4,869,322 | $151,318,027 | $84,430,164 | $66,887,863 |
| June 30, 2023 | 990 | $4,641,491 | $10,951,755 | -$6,310,264 | $137,660,118 | $67,384,052 | $70,276,066 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $5,428,642
- Program service revenue
- $0
- Investment income
- $14,003,160
- Net gain from sales of assets
- $11,354,295
- Net income from fundraising events
- -$1,271
- Other revenue
- -$1,271
Expenses
- Grants and similar amounts paid
- $9,614,861
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,625
- Travel
- $33,027
- Program services (functional)
- $13,521,665
- Management and general (functional)
- $959,395
- Fundraising (functional)
- $80,149
Balance sheet and other
- Total assets, start of year
- $137,660,118
- Total assets, end of year
- $151,318,027
- Total liabilities, end of year
- $84,430,164
- Net assets, end of year
- $66,887,863
- Publicly traded securities
- $139,653,727
- Net assets without donor restrictions
- $66,681,769
- Net assets with donor restrictions
- $206,094
- Gross receipts
- $222,349,059
- Employees
- 0
- Volunteers
- 19
- Year formed
- 1985
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID GIBBONS | PRESIDENT Trustee or director, Officer | 5 | $0 | $1,206,540 | $140,493 |
| PHILIP W GUARNESCHELLI | FMR PRESIDENT & CEO (R 9/22) Former | 0 | $0 | $1,128,095 | $24,232 |
| LOUIS BAVERSO | PRESIDENT & COO (R 9/23) Trustee or director, Officer | 1 | $0 | $785,603 | $65,783 |
| ANN GORMLEY | DIRECTOR/VP, HUMAN RESOURCES Trustee or director | 1 | $0 | $587,171 | $86,066 |
| DANIELLE LADIE MD | DIRECTOR/TRANSPLANT SURGEON Trustee or director | 1 | $0 | $494,942 | $36,015 |
| CHRISTINE MILLER ESQ | SECRETARY/ASSOC. COUNSEL Officer | 5 | $0 | $427,890 | $77,031 |
| DR TIMOTHY DEIMLING | DIRECTOR/PHYSICIAN Trustee or director | 1 | $0 | $423,616 | $22,835 |
| GREG MITSTIFER | TREASURER & CFO Officer | 5 | $0 | $251,282 | $47,616 |
| AMANDA MORGAN | ASSISTANT TREASURER Officer | 1 | $0 | $234,304 | $41,705 |
| JOSEPH IANDOLO | DIRECTOR/VP, OPERATIONS UPMC MEMORIAL Trustee or director | 1 | $0 | $246,958 | $28,663 |
| JESSICA RITCHIE | CDO & PRESIDENT Highest-paid employee | 40 | $230,629 | $0 | $31,120 |
| KERRY MALONEY | ASSISTANT SECRETARY Officer | 5 | $0 | $198,776 | $44,942 |
| DANIEL KAMBIC DO | DIRECTOR/PHYSICIAN Trustee or director | 1 | $0 | $180 | $42 |
| JULIE TROGNER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBIN ZELLERS | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KURT TWIFORD | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 |
| EDWARD BLACK | DIRECTOR Trustee or director | 1 | $0 |
| VINCE CHAMPION | DIRECTOR Trustee or director | 1 | $0 |
| YASMINE COLEMAN | DIRECTOR Trustee or director | 1 | $0 |
| ABIGAIL FORTINO | DIRECTOR Trustee or director | 1 | $0 |
| BRIAN GRETH | DIRECTOR Trustee or director | 1 | $0 |
| KRISTEN HOLLINGER | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS NEIDICH | DIRECTOR Trustee or director | 1 | $0 |
| ARELIS PEREZ | DIRECTOR Trustee or director | 1 | $0 |
| JULIANNE RICH MD | DIRECTOR Trustee or director | 1 | $0 |
| URSULA SIVERLING | DIRECTOR Trustee or director | 1 | $0 |
| LEIGH ANN WILSON | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA MCCLURE | DIRECTOR Trustee or director | 1 | $0 |
| MARCUS HITE | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER YOUNG | DIRECTOR Trustee or director | 1 | $0 |
| JAN LANG | DIRECTOR Trustee or director | 1 | $0 |
| MARY WESTON | DIRECTOR Trustee or director | 1 | $0 |
| ANDREA JONES | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Philip W Guarneschelli | President & CEO (R 9/22) Trustee or director, Officer | 1 | $0 | $1,474,461 | $62,394 |
| Louis Baverso | President & COO Trustee or director, Officer | 1 | $0 | $874,462 | $124,650 |
| Alison Bernhardt | Treasurer/VP & CFO (R 1/23) Officer | 1 | $0 | $550,610 | $23,254 |
| Kenneth Oken MD | Director/Physician Trustee or director | 1 | $0 | $467,619 | $48,291 |
| Christine Miller Esq | Secretary/Assoc. Counsel Officer | 1 | $0 | $408,203 | $62,532 |
| Joseph Iandolo | Director/VP, Operations UPMC Memorial Trustee or director | 1 | $0 | $233,546 | $27,462 |
| Jessica Ritchie | Chief Development Officer and President Highest-paid employee | 40 | $0 | $229,304 | $27,984 |
| Greg Mitstifer | CFO Officer | 1 | $0 | $193,220 | $31,687 |
| Amanda Morgan | Assistant Treasurer Officer | 1 | $0 | $194,961 | $27,111 |
| Kerry Maloney | Assistant Secretary Officer | 1 | $0 | $171,153 | $22,978 |
| Daniel Kambic DO | Director/Physician Trustee or director | 1 | $0 | $140,729 | $11,664 |
| Julie Trogner | Board Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Robin Zellers | Board Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Abigail Fortino | Director Trustee or director | 1 | $0 | $0 | $0 |
| Andrea Jones | Director Trustee or director | 1 | $0 | $0 | $0 |
| Arelis Perez | Director Trustee or director | 1 | $0 | $0 | $0 |
| Brian Greth | Director Trustee or director | 1 | $0 | $0 | $0 |
| Catherine Wilsbach | Director Trustee or director | 1 | $0 | $0 | $0 |
| Danielle Ladie MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Douglas Neidich | Director Trustee or director | 1 | $0 | $0 | $0 |
| Edward Black | Director Trustee or director | 1 | $0 | $0 | $0 |
| Julianne Rich MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kathy Darowish | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kristen Hollinger | Director Trustee or director | 1 | $0 | $0 | $0 |
| Kurt Twiford | Director Trustee or director | 1 | $0 | $0 | $0 |
| Leigh Ann Wilson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rebecca McClure | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ursula Siverling | Director Trustee or director | 1 | $0 | $0 | $0 |
| Vince Champion | Director Trustee or director | 1 | $0 | $0 | $0 |
| Yasmine Coleman | Director Trustee or director | 1 | $0 | $0 | $0 |
| Zachary Khuri | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 600 GRANT ST 58TH FL USS TOWER, PITTSBURGH, PA 15219-2739
- In care of
- % US STEEL TOWER
- Principal officer (990 for 2023)
- GREG MITSTIFER, PO BOX 8700, HARRISBURG, PA 171058700
- Signed the 990
- GREG MITSTIFER, CHIEF FINANCIAL OFFICER
- Phone
- (717) 231-8245
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THROUGH CHARITABLE GIVING, THE UPMC PINNACLE FOUNDATION SUPPORTS COMMUNITY BENEFIT AND EDUCATION PROGRAMS, NEEDS OF OUR HOSPITALS, AND PROVIDES RESOURCES THAT IMPROVE ACCESS AND THE QUALITY OF CARE THROUGHOUT UPMC PINNACLE.
Program accomplishments
- UPMC PINNACLE FOUNDATION ("THE FOUNDATION") IS A 501(C)(3) NONPROFIT ORGANIZATION THAT ENGAGES IN INVESTMENT AND FUNDRAISING ACTIVITIES FOR THE BENEFIT OF RELATED TAX-EXEMPT ORGANIZATIONS. THROUGH INVESTMENT AND FUNDRAISING ACTIVITIES, UPMC PINNACLE FOUNDATION SUPPORTS A WIDE SPECTRUM OF HEALTH CARE AND WELLNESS SERVICES DESIGNED TO IMPROVE ACCESS TO CARE, REDUCE BARRIERS TO TREATMENT AND IMPROVE OVERALL HEALTH AND QUALITY OF LIFE FOR THE REGION. FOUNDATION ALSO FUNDS SUPPORT AND UNDER-GIRD TECHNOLOGICAL INNOVATION AND DIRECTLY IMPACTS THE MANY NEEDS OF VULNERABLE, UNINSURED AND UNDERINSURED POPULATIONS.SEE SCHEDULE OWITH MORE THAN 200 DIFFERENT FUNDS THAT BENEFIT THE HOSPITALS AS WELL AS THE COMMUNITY, THE UPMC PINNACLE FOUNDATION INVESTS LOCALLY IN THE RESOURCES AND PEOPLE WHO CONTINUALLY MAKE THE LIFE-CHANGING MEDICINE OF UPMC IN CENTRAL PA A REALITY. ALL MONEY RAISED BY UPMC PINNACLE FOUNDATION REMAINS IN CENTRAL PENNSYLVANIA TO SUPPORT PROGRAMS AND SERVICES AT UPMC IN CENTRAL PA.THE FOUNDATION HAS IDENTIFIED THREE KEY PILLARS THAT ADDRESS THE MOST URGENT NEEDS OF THE CENTRAL PA. HOSPITALS, PATIENTS, AND COMMUNITY: PATIENT AND COMMUNITY SUPPORT, HEALTH AND WELLNESS, AND WORKFORCE DEVELOPMENT. THESE EFFORTS TOTALED MORE THAN $1,750,000 IN FY 2024.FUNDS TO SUPPORT PATIENT AND COMMUNITY NEEDS COVERED EXPENSES SUCH AS PATIENT TRANSPORTATION, MEDICATIONS, RENT, MORTGAGE, UTILITIES, INSURANCE CO-PAYS, GENETIC COUNSELING AND PALLIATIVE CARE FOR PATIENTS LACKING THE RESOURCES TO COVER THESE COSTS. THE FOUNDATION PROVIDED FUNDING FOR VARIOUS HEALTH AND WELLNESS ACTIVITIES LIKE MUSIC AND ART THERAPY PROGRAMS, SPIRITUAL CARE, PEDIATRIC REHABILITATION EQUIPMENT, INTEGRATED ONCOLOGY, AND TRAINING EQUIPMENT. WORKFORCE DEVELOPMENT EFFORTS THROUGHOUT THE REGION BENEFITED IN FOUNDATION SUPPORT THROUGH STAFF CONFERENCES AND TRAINING, NURSING AND HEALTH CARE PROFESSIONAL SCHOLARSHIPS, SERVICE LINE RELATED EDUCATION SUPPORT AND EQUIPMENT, MEDICAL ASSISTANT EXAM FEES, SHADYSIDE SCHOOL OF NURSING STUDENT SCHOLARSHIPS AND EMPLOYEE RECOGNITION EVENTS.Expenses $13,521,665 · grants $9,614,861
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2691718
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Group exemption
- 9707: UPMC
- Assets (IRS master file)
- $151,318,027
- Income (IRS master file)
- $222,349,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $19,430,531 | $14,561,209 | $151,318,027 | IRS |
| 990 | June 2023 | $4,641,491 | $10,951,755 | $137,660,118 | IRS |
| 990 | June 2022 | $8,189,149 | $13,838,081 | $143,289,508 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2691718).
Questions about UPMC
- What is the EIN of UPMC?
- The employer identification number (EIN) of UPMC is 22-2691718.
- Is UPMC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Which annual return does UPMC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPMC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPMC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of UPMC?
- The 990 for the year ended June 30, 2024 names GREG MITSTIFER.
- Who are the officers and directors of UPMC?
- The 990 for the year ended June 30, 2024 lists 33 people; 1 received compensation from the organization.
- How much revenue does UPMC have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $19,430,531, expenses of $14,561,209 and total assets of $151,318,027 at year end.
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