Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 07-01-2013 , 2013, and ending 06-30-2014
BCheck if applicable:
CName of organization
UPMC GROUP
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
600 GRANT STREET 58TH FLOOR
C/O CORPORATE TAX DEPARTMENT Suite
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15219
D Employer identification number

20-8295721
E Telephone number

G Gross receipts $ 10,387,273,983
F Name and address of principal officer:
Robert DeMichiei
600 Grant Street 58th Floor
Pittsburgh,PA15219
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.UPMC.COM
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet9707
K Form of organization:
 
L Year of formation: 2006
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: HEALTHCARE, EDUCATION, AND RESEARCH
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 64
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 17
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 59,159
6 Total number of volunteers (estimate if necessary) ............. 6 5,770
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,641,156
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 310,983
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 95,101,723 75,521,421
9 Program service revenue (Part VIII, line 2g) ......... 8,843,802,535 10,018,151,735
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 20,601,023 13,601,142
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -213,971 -9,111,290
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 8,959,291,310 10,098,163,008
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 16,762,753 18,181,251
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 4,144,916,777 4,580,761,407
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,766,361    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,582,187,729 5,328,891,249
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 8,743,867,259 9,927,833,907
19 Revenue less expenses. Subtract line 18 from line 12....... 215,424,051 170,329,101
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 5,661,763,150 6,276,733,210
21 Total liabilities (Part X, line 26)............. 916,877,841 1,155,195,092
22 Net assets or fund balances. Subtract line 21 from line 20..... 4,744,885,309 5,121,538,118
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: SEE SCHEDULE O
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 8,955,726,227 including grants of $   ) (Revenue $ 10,008,953,677 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet8,955,726,227
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
Click to see attachment............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions).... Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H.... Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................ Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I................... Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II.................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV .......................... Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
..................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,173
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
59,159
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletIT , EI , CY , CH , UK
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
64
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
17
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
NY , PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletROBERT A DEMICHIEI600 GRANT STREET 58TH FLOORPITTSBURGHPA15219 (412) 647-2345
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) David Baer MD........................................................................
Board Member
1.0
.......................40.0
X           225,206 0 36,533
(2) John R Blackburn III........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(3) Beth Clark DO........................................................................
Board Member
1.0
.......................40.0
X           162,826 0 13,175
(4) Angela Duvall........................................................................
Board Secretary
1.0
.......................  
X   X       0 0 0
(5) George Fleming MD R 92613........................................................................
Board Member
1.0
.......................40.0
X           343,342 0 34,839
(6) James Gonsman........................................................................
Board Treasurer
1.0
.......................  
X   X       0 0 0
(7) Garry Goss........................................................................
Board Member
1.0
.......................  
X           0 0 0
(8) Gerald Gronborg DPM........................................................................
Board Member
1.0
.......................  
X           0 0 0
(9) Rep Dick Hess R 9713........................................................................
Board Member
1.0
.......................  
X           0 0 0
(10) John Holbert........................................................................
Board Vice Chair
1.0
.......................  
X   X       0 0 0
(11) Judy Jackson E 92613........................................................................
Board Member
1.0
.......................  
X           0 0 0
(12) Mabel Jordan........................................................................
Board Member
1.0
.......................  
X           0 0 0
(13) David T Martin........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(14) Todd Roadman........................................................................
Board 2nd Vice Chair
1.0
.......................  
X           0 0 0
(15) Christopher Samuel MD E 92613........................................................................
Board Member
1.0
.......................40.0
X           502,212 0 32,904
(16) Rev Ray Short........................................................................
Board 3rd Vice Chair
1.0
.......................  
X           0 0 0
(17) Candi Castleberry-Singleton........................................................................
Board Vice Chair
1.0
.......................40.0
X   X       387,332 0 33,283
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Richard Farrell........................................................................
Board Member
1.0
.......................  
X           0 0 0
(19) George A Huber Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(20) David T Martin........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(21) Tamra Minnier........................................................................
Board Member
1.0
.......................40.0
X           647,435 0 79,450
(22) Mark Sevco........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(23) Thomas W Sterling........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(24) Christopher Stockhausen........................................................................
Treasurer and CFO
1.0
.......................40.0
X   X       0 0 0
(25) Merle Taylor R 22814........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(26) William Cook........................................................................
Board Vice Chair
1.0
.......................40.0
X   X       0 0 0
(27) Christopher A Gessner........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(28) Thomas Gronow R 5914........................................................................
Board Chair
1.0
.......................40.0
X   X       237,880 0 13,658
(29) John Innocenti........................................................................
Board Chair
1.0
.......................40.0
X   X       0 0 0
(30) Thomas Inglesby MD........................................................................
Board Chair and Pres
40.0
.......................  
X   X       350,564 0 91,147
(31) Anita Cicero........................................................................
Board Member, Sec and Treas
40.0
.......................1.0
X   X       327,037 0 21,476
(32) John Reilly MD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(33) Charles Bogosta........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(34) Steven Shapiro MD........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(35) Leslie Braksick PhD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(36) Elizabeth Concordia R 63014........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(37) Ronald R Davenport Jr........................................................................
Board Member
1.0
.......................  
X           0 0 0
(38) Douglas P Dick........................................................................
Board Member
1.0
.......................  
X           0 0 0
(39) Mary Jo Howard Dively Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(40) Lawrence N Gumberg........................................................................
Board Member
1.0
.......................  
X           0 0 0
(41) Howard W Hanna III........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(42) Arthur S Levine MD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(43) Martha Hartle Munsch Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(44) Judge Jill Rangos........................................................................
Board Member
1.0
.......................  
X           0 0 0
(45) Joseph C Walton........................................................................
Board Member
1.0
.......................  
X           0 0 0
(46) Shelia Fine........................................................................
Board Member
1.0
.......................  
X           0 0 0
(47) MICHAEL FLAHERTY........................................................................
Board Member
1.0
.......................  
X           0 0 0
(48) Diane Holder........................................................................
Board Chair
1.0
.......................60.0
X   X       0 0 0
(49) George A Huber Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(50) Scott Lammie........................................................................
Board Member, Sec and Treas
1.0
.......................40.0
X   X       0 0 0
(51) David Lewis........................................................................
Board Member
1.0
.......................  
X           0 0 0
(52) Ann McGuinn........................................................................
Board Member
1.0
.......................  
X           0 0 0
(53) Douglas Muetzel........................................................................
Board Member
1.0
.......................  
X           0 0 0
(54) Laurie Mulvey........................................................................
Board Member
1.0
.......................  
X           0 0 0
(55) Kenneth Nash MD........................................................................
Board Member
1.0
.......................40.0
X           143,057 0 6,675
(56) Nikki Nordenberg........................................................................
Board Member
1.0
.......................  
X           0 0 0
(57) Wilford Payne........................................................................
Board Member
1.0
.......................  
X           0 0 0
(58) Claudia Roth PhD........................................................................
Board Member
1.0
.......................40.0
X           594,795 0 66,958
(59) Loren Roth MD........................................................................
Board Member
1.0
.......................  
X           1,500 0 24,527
(60) Jeannette South-Paul MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(61) Laura Thomas........................................................................
Board Member
1.0
.......................  
X           0 0 0
(62) Stacey Armstrong R 63014........................................................................
Vice President
5.0
.......................35.0
X   X       219,696 0 29,409
(63) Robert B Devlin Esq........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(64) John Innocenti........................................................................
Board Chair
1.0
.......................40.0
X   X       0 0 0
(65) Randall Kolb MD........................................................................
Board Member and President
1.0
.......................40.0
X   X       198,021 0 30,785
(66) Eileen Simmons........................................................................
Board Treasurer
1.0
.......................40.0
X   X       0 0 0
(67) Robert Blosat........................................................................
Board Member, VP and COO
1.0
.......................40.0
X   X       619,906 0 96,050
(68) Francis Solano MD........................................................................
Board Member and President
40.0
.......................  
X   X       812,900 0 63,261
(69) Ann Evans........................................................................
Board Member Treasurer and CFO
20.0
.......................20.0
X   X       0 0 0
(70) Steven D Shapiro MD........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(71) Neil Y Van Horn........................................................................
Board Member
1.0
.......................  
X           0 0 0
(72) Deborah S Brodine........................................................................
Board Member and President
40.0
.......................1.0
X   X       548,689 0 70,677
(73) Elizabeth Concordia........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(74) Edward T Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(75) Stephen Nimmo Esq........................................................................
Board Member and Secretary
1.0
.......................40.0
X   X       539,620 0 112,643
(76) Jerome Shaffer........................................................................
Board Member Treasurer and CFO
40.0
.......................1.0
X   X       284,810 0 35,438
(77) Deborah S Brodine........................................................................
Board Member and President
1.0
.......................40.0
X   X       0 0 0
(78) Peter W Eisenbrandt........................................................................
Board Member
1.0
.......................  
X           0 0 0
(79) Barb Grossman........................................................................
Board Member
1.0
.......................  
X           0 0 0
(80) Richard S Hamilton........................................................................
Board Vice Chair
1.0
.......................  
X   X       0 0 0
(81) John D Houston II........................................................................
Board Treas and Board Sec
1.0
.......................  
X   X       0 0 0
(82) Emily Jarrett E 101313........................................................................
Board Member
1.0
.......................  
X           0 0 0
(83) Margaret P Joy E 5614........................................................................
Board Member
1.0
.......................  
X           0 0 0
(84) Margaret M Kimmel PhD R 61014........................................................................
Board Member
1.0
.......................  
X           0 0 0
(85) David A Nace MD........................................................................
Board Member
1.0
.......................40.0
X           203,900 0 13,866
(86) Anne Newman........................................................................
Board Member
1.0
.......................  
X           0 0 0
(87) Rev Scott Quinn........................................................................
Board Member
1.0
.......................  
X           0 0 0
(88) Joan Rogers........................................................................
Board Member
1.0
.......................  
X           0 0 0
(89) Jerome Shaffer........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(90) Neil Y Van Horn........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(91) Bryan Donohue MD........................................................................
Board Member and President
40.0
.......................  
X   X       805,326 0 40,540
(92) Joon Sup Lee MD........................................................................
Board Member and Secretary
1.0
.......................40.0
X   X       0 0 0
(93) Robert Blosat........................................................................
Board Member and Treasurer
1.0
.......................40.0
X   X       0 0 0
(94) G Nicholas Beckwith III........................................................................
Board Member
1.0
.......................  
X           0 0 0
(95) Timothy Gaul........................................................................
Board Member
1.0
.......................  
X           255,085 0 15,992
(96) Edward T Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(97) Kotayya Kondaveeti MD........................................................................
Board Member
1.0
.......................40.0
X           450,000 0 0
(98) Sean Logan........................................................................
Board Chair
1.0
.......................40.0
X   X       33,745 0 729
(99) Tamra Minton........................................................................
Board Secretary
40.0
.......................  
X   X       195,676 0 18,172
(100) Robert Voinchet........................................................................
Board Member
1.0
.......................40.0
X           431,083 0 106,190
(101) Robert Blosat........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(102) Paul Mark Paris MD........................................................................
Board Vice Chair and VP
1.0
.......................40.0
X   X       147,355 0 12,509
(103) Teresa G Petrick R 92613........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(104) Mark Sevco........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(105) Ann Evans........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(106) Steven D Shapiro MD........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(107) Richard Wadas MD........................................................................
Board Member and President
40.0
.......................  
X   X       541,742 0 26,976
(108) Donald M Yealy MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(109) Robert Blosat........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(110) Ann Evans........................................................................
Board Treasuer and CFO
1.0
.......................40.0
X   X       0 0 0
(111) Philip M Cacchione........................................................................
Board Chair and President
40.0
.......................  
X   X       521,298 0 37,654
(112) Paula Garafola........................................................................
Board Member
1.0
.......................  
X           0 0 0
(113) Diane Holder........................................................................
Board Chair
1.0
.......................60.0
X   X       0 0 0
(114) George A Huber Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(115) John Lovelace........................................................................
Board Member and President
5.0
.......................40.0
X   X       0 625,089 51,679
(116) Christina Mikolay........................................................................
Board Member
1.0
.......................  
X           0 0 0
(117) Stephen Perkins MD........................................................................
Board Member
1.0
.......................40.0
X           0 462,666 59,149
(118) Scott B Kern R 101713........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(119) Desmond McDonald........................................................................
Board Vice Chair and Chair
1.0
.......................1.0
X   X       0 0 0
(120) Thomas Tupitza Esq........................................................................
Board Member and Vice Chair
1.0
.......................1.0
X   X       0 0 0
(121) Carrie Ennis........................................................................
Board Secretary
40.0
.......................1.0
X   X       81,700 0 20,429
(122) Donald Birx........................................................................
Board Member
1.0
.......................  
X           0 0 0
(123) Johnny Johnson........................................................................
Board Member
1.0
.......................  
X           0 0 0
(124) Richard Nygarrd........................................................................
Board Member
1.0
.......................  
X           0 0 0
(125) David Zimmer........................................................................
Board Member
1.0
.......................  
X           0 0 0
(126) Gregory Baldwin Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(127) Mary Bula........................................................................
Board Member
1.0
.......................  
X           0 0 0
(128) Robert J Ferraro MD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(129) Carolynn Masters PhD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(130) Mark Raimy........................................................................
Board Member
1.0
.......................  
X           0 0 0
(131) Nicholas Scott........................................................................
Board Member
1.0
.......................  
X           0 0 0
(132) Jeffrey Beach CPA........................................................................
Board Member
1.0
.......................  
X           0 0 0
(133) Dwane Brock........................................................................
Board Member
1.0
.......................  
X           0 0 0
(134) Beth Burnside........................................................................
Board Member
1.0
.......................  
X           0 0 0
(135) Linda Myers........................................................................
Board Member
1.0
.......................  
X           0 0 0
(136) Leslie C Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(137) Robert DeMichiei........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(138) Richard S Hamilton........................................................................
Board Member
1.0
.......................  
X           0 0 0
(139) C Talbot Heppenstall Jr........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(140) Diane Holder........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(141) Margaret P Joy........................................................................
Board Member
1.0
.......................  
X           0 0 0
(142) Joe Walton........................................................................
Board Member
1.0
.......................  
X           0 0 0
(143) Gail Welch........................................................................
Board Member
1.0
.......................  
X           0 0 0
(144) Barry Stamm MD R 101713........................................................................
Board Member
1.0
.......................  
X           0 0 0
(145) Richard Griffith R 101713........................................................................
Board Member
1.0
.......................  
X           0 0 0
(146) George A Huber Esq........................................................................
Board Member
0.0
.......................  
X           0 0 0
(147) John Innocenti........................................................................
Board Member and VP
0.0
.......................40.0
X   X       0 0 0
(148) Roger A Oxendale........................................................................
Board Member
0.0
.......................  
X           0 0 0
(149) John Campbell CPA........................................................................
Board Member
1.0
.......................  
X           0 0 0
(150) Tulio Estrada MD........................................................................
Board Member
1.0
.......................40.0
X           533,159 0 36,208
(151) Linda Evans........................................................................
Board Treasurer and Secretary
1.0
.......................  
X   X       0 0 0
(152) Steve Gargasz........................................................................
Board Member
1.0
.......................  
X           0 0 0
(153) Hendley Hoge........................................................................
Board Member
1.0
.......................  
X           0 0 0
(154) Olivia Lazor........................................................................
Board Member
1.0
.......................  
X           0 0 0
(155) David T Martin........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(156) Ronald McCall........................................................................
Board Member
1.0
.......................  
X           0 0 0
(157) Frank Mindicino CFP........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(158) Jason Roeback........................................................................
Board member
1.0
.......................40.0
X           0 0 0
(159) Rev Martin Roth........................................................................
Board Member
1.0
.......................  
X           0 0 0
(160) Roy J Sartori DO........................................................................
Board Member
1.0
.......................40.0
X           291,895 0 28,045
(161) Noreen Stegkamper........................................................................
Board Member
1.0
.......................  
X           0 0 0
(162) Troy VanAken........................................................................
Board Member
1.0
.......................  
X           0 0 0
(163) Joseph P Walton........................................................................
Board Vice Chair
1.0
.......................  
X   X       0 0 0
(164) Michael Walton........................................................................
Board Member
1.0
.......................  
X           0 0 0
(165) John Waters........................................................................
Board Member
1.0
.......................  
X           0 0 0
(166) Rod E Wilt........................................................................
Board Member
1.0
.......................  
X           0 0 0
(167) Russell Adkins........................................................................
Board Member
1.0
.......................  
X           0 0 0
(168) Kelly Bailey........................................................................
Board Treasurer and Secretary
1.0
.......................  
X   X       0 0 0
(169) Sam Bellich........................................................................
Board Member
1.0
.......................  
X           0 0 0
(170) Steve Bible........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(171) Sarah Boland........................................................................
Board Member
1.0
.......................  
X           0 0 0
(172) Gizelle Dean........................................................................
Board Member
1.0
.......................  
X           0 0 0
(173) Rose DoCampo R 42814........................................................................
Board Member
1.0
.......................  
X           0 0 0
(174) Julie Dolan Cylenica........................................................................
Board Member
1.0
.......................  
X           0 0 0
(175) Jeanne Endicott........................................................................
Board Member
1.0
.......................  
X           0 0 0
(176) Roberta Goldstone........................................................................
Board Member
1.0
.......................  
X           0 0 0
(177) Elizabeth Izenas R 33114........................................................................
Board Member
1.0
.......................  
X           0 0 0
(178) Kevin McDermott........................................................................
Board Member
1.0
.......................  
X           0 0 0
(179) Joni Murray........................................................................
Board Member
1.0
.......................40.0
X           51,357 0 18,569
(180) Jessica Phillips........................................................................
Board Member
1.0
.......................  
X           0 0 0
(181) Robert Piccirilli........................................................................
Board Member
1.0
.......................  
X           0 0 0
(182) Susan Riley R 1114........................................................................
Board Member
1.0
.......................40.0
X           53,698 0 10,182
(183) Lorrie Speir-Chrastina........................................................................
Board Member
1.0
.......................  
X           0 0 0
(184) Rev Lee Weber........................................................................
Board Member
1.0
.......................  
X           0 0 0
(185) Charles Bogosta........................................................................
Board Vice Chair
1.0
.......................60.0
X   X       0 0 0
(186) Robert A DeMichiei........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(187) Daniel Drawbaugh........................................................................
Board Chair
1.0
.......................60.0
X   X       0 0 0
(188) Edward Marinzel........................................................................
Board Member
1.0
.......................40.0
X           259,816 0 37,117
(189) Charles Bogosta........................................................................
Board Member and President
1.0
.......................60.0
X   X       0 0 0
(190) John Kuzmishin........................................................................
Board Member, Treas, Sec & CFO
5.0
.......................40.0
X   X       609,398 0 84,454
(191) Rose Almon-Martin........................................................................
Board Secretary
1.0
.......................  
X   X       0 0 0
(192) Mark Aloe........................................................................
Board Member
1.0
.......................  
X           0 0 0
(193) Chief Judge Donetta Ambrose........................................................................
Board Vice Chair
1.0
.......................  
X   X       0 0 0
(194) Michele Atkins........................................................................
Board Member
1.0
.......................  
X           0 0 0
(195) Deborah Barbarita........................................................................
Board Member
1.0
.......................  
X           0 0 0
(196) Richard Beigi MD R 63014........................................................................
Board Member
1.0
.......................40.0
X           156,467 0 11,148
(197) Elizabeth Concordia R 63014........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(198) Leslie C Davis........................................................................
Board Member and President
40.0
.......................1.0
X   X       786,565 0 89,422
(199) Gregory Dell'Omo........................................................................
Board Member
1.0
.......................  
X           0 0 0
(200) Peter W Eisenbrandt........................................................................
Board Treasurer
1.0
.......................  
X   X       0 0 0
(201) W Allen Hogge MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(202) Margaret P Joy........................................................................
Board Member
1.0
.......................  
X           0 0 0
(203) David Kaplan........................................................................
Board Member
1.0
.......................  
X           0 0 0
(204) Joseph Kelley R 63014........................................................................
Board Member
5.0
.......................40.0
X           570,355 0 0
(205) Arthur S Levine MD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(206) Barbara Mistick........................................................................
Board Member
1.0
.......................  
X           0 0 0
(207) William Pietragallo II Esq........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(208) Jeannette South-Paul MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(209) Kathy Mayle Towns........................................................................
Board Member
1.0
.......................  
X           0 0 0
(210) Amy Bush E 5714........................................................................
Board Secretary
40.0
.......................1.0
X   X       0 0 0
(211) Jose Caballe MD........................................................................
Board Member
1.0
.......................  
X           332,904 0 37,918
(212) Mehboob Chaudhry MD........................................................................
Board Member and Med Staff Pre
40.0
.......................  
X           25,000 0 0
(213) Sue Ann Striffler Galaski........................................................................
Board Member
1.0
.......................  
X           0 0 0
(214) D James Heatherington........................................................................
Board Vice Chair
1.0
.......................  
X   X       0 0 0
(215) George A Huber Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(216) Jo Ellen Kenney........................................................................
Board Member
1.0
.......................  
X           0 0 0
(217) Irving J Latterman........................................................................
Board Member
1.0
.......................  
X           0 0 0
(218) Rebecca Shaw McHolme JD........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(219) Madhusudanan Nair MD........................................................................
Board Member
1.0
.......................  
X           230,276 0 24,038
(220) Curtiss E Porter PhDR 123113........................................................................
Board Member
1.0
.......................  
X           0 0 0
(221) Sandy Rader........................................................................
Board Member
1.0
.......................40.0
X           315,549 0 36,974
(222) Mary Pat Soltis........................................................................
Board Member
1.0
.......................  
X           0 0 0
(223) Jeannette South-Paul MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(224) Thomas W Sterling........................................................................
Board Member
1.0
.......................  
X           0 0 0
(225) Merle Taylor R 22814........................................................................
Board Secretary
40.0
.......................1.0
X   X       187,684 0 21,797
(226) Hugh Brannan........................................................................
Board Member
1.0
.......................  
X           0 0 0
(227) Robert J Cindrich Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(228) Elizabeth Concordia........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(229) William Cook........................................................................
Board Member and President
40.0
.......................1.0
X   X       651,798 0 75,451
(230) Renee Crosby-Skinner........................................................................
Board Member
1.0
.......................  
X           0 0 0
(231) Dr Ross DiMarco R 12312013........................................................................
Board Member
1.0
.......................  
X           0 0 0
(232) Lawrence A DiNardo VE JCL........................................................................
Board Member
1.0
.......................  
X           0 0 0
(233) Charles J Dougherty PhD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(234) Korry Green Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(235) Edward T Karlovich........................................................................
Board Member and Treasurer
1.0
.......................40.0
X   X       0 0 0
(236) Maureen Lally-Green........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(237) Judith K Linaburg........................................................................
Board Member
1.0
.......................  
X           0 0 0
(238) F J Luccino........................................................................
Board Member
1.0
.......................  
X           0 0 0
(239) John McKeating MD E 112014........................................................................
Board Member
1.0
.......................40.0
X           364,436 0 29,555
(240) Wilma McNeese........................................................................
Board Member
1.0
.......................  
X           0 0 0
(241) Rachel Riley-Lavelle........................................................................
Board Member
1.0
.......................  
X           0 0 0
(242) Larry Adams........................................................................
Board Member
1.0
.......................  
X           0 0 0
(243) Randall Boggess........................................................................
Board Member
1.0
.......................40.0
X           388,042 0 22,820
(244) Joseph Carrico EdD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(245) James L Daugherty........................................................................
Board Member
1.0
.......................  
X           0 0 0
(246) James Heasley........................................................................
Board Member
1.0
.......................  
X           0 0 0
(247) Denise Jones........................................................................
Board Member
1.0
.......................  
X           0 0 0
(248) Patricia Kaufman........................................................................
Board Member
1.0
.......................  
X           0 0 0
(249) James E Knarr DMD........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(250) David T Martin........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(251) David McCandless MD........................................................................
Board Member
1.0
.......................40.0
X           254,309 0 123,606
(252) Robert McFate Esq R 123113........................................................................
Board Member
1.0
.......................  
X           0 0 0
(253) Marilyn Neely-Gabrys........................................................................
Board Member
1.0
.......................  
X           0 0 0
(254) Rina Nerlich........................................................................
Board Vice Chair
1.0
.......................  
X   X       0 0 0
(255) Donald Owrey........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(256) Jason Roebeck R 63014........................................................................
Board Member and President
1.0
.......................40.0
X   X       487,563 0 54,172
(257) Mark Salerno MD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(258) Linda Schell........................................................................
Board Member and Secretary
1.0
.......................  
X   X       0 0 0
(259) William Shaffner Esq........................................................................
Board Member
1.0
.......................40.0
X           294,060 0 54,206
(260) James Williams........................................................................
Board Member
1.0
.......................  
X           0 0 0
(261) Terry Wood........................................................................
Board Member
1.0
.......................  
X           0 0 0
(262) James W Boyle MD........................................................................
Board Member
1.0
.......................40.0
X           327,884 0 37,261
(263) Gary Bucciarelli........................................................................
Board Member
1.0
.......................  
X           0 0 0
(264) Marilyn Cain E 4114........................................................................
Board Member
1.0
.......................  
X           0 0 0
(265) Eric Cartwright........................................................................
Board Member
1.0
.......................40.0
X           537,621 0 111,138
(266) ROBERT A DEMICHIEI........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(267) Ralph T DeStefano........................................................................
Board Member
40.0
.......................  
X           90,811 0 11,213
(268) Edward A Dills........................................................................
Board Member
1.0
.......................  
X           0 0 0
(269) Debra A Dinnocenzo........................................................................
Board Secretary
1.0
.......................  
X   X       0 0 0
(270) Francis W Finley Jr........................................................................
Board Treasurer
1.0
.......................  
X   X       0 0 0
(271) Bradley Franc........................................................................
Board Member
1.0
.......................  
X           0 0 0
(272) Richard S Hamilton........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(273) John D Houston II........................................................................
Board Member
1.0
.......................  
X           0 0 0
(274) George A Huber Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(275) Sister Candace Introcaso........................................................................
Board Member
1.0
.......................  
X           0 0 0
(276) Franklin H Kelly........................................................................
Board Member
1.0
.......................  
X           0 0 0
(277) Patricia J Kutcher........................................................................
Board Member
1.0
.......................  
X           0 0 0
(278) Joon Sup Lee MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(279) Joseph F Long........................................................................
Board Member
1.0
.......................  
X           0 0 0
(280) Judith Olson R 1114........................................................................
Board Member
1.0
.......................  
X           0 0 0
(281) Gregory K Peaslee........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(282) Daniel R Sullivan MD........................................................................
Board First Vice Chair
1.0
.......................40.0
X   X       411,554 0 21,782
(283) Donna Jasko........................................................................
Board Member and Secretary
1.0
.......................40.0
X   X       207,201 0 29,128
(284) David T Martin........................................................................
Board Chair
1.0
.......................40.0
X   X       0 0 0
(285) Thomas Newman........................................................................
Board Member and Treasurer
1.0
.......................40.0
X   X       0 0 0
(286) G Nicholas Beckwith III........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(287) Jay W Cleveland Jr........................................................................
Board Member
1.0
.......................  
X           0 0 0
(288) Karen Wolk Feinstein PhD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(289) Randy P Juhl PhD........................................................................
Board Member and 2nd Chair
1.0
.......................  
X           0 0 0
(290) Mark J Laskow........................................................................
Board First Vice Chair
1.0
.......................  
X   X       0 0 0
(291) Arthur S Levine MD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(292) W Duff McCrady........................................................................
Board Member
1.0
.......................  
X           0 0 0
(293) Daniel Pituch DMD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(294) Jeannette South-Paul MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(295) Thomas Tupitza Esq........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(296) Carrie Ennis........................................................................
Board Secretary
1.0
.......................  
X   X       0 0 0
(297) Beth Burnside........................................................................
Board Member
1.0
.......................  
X           0 0 0
(298) Carolynn Masters PhD R 101713........................................................................
Board Member
1.0
.......................  
X           0 0 0
(299) Dennis Scully MD........................................................................
Board Member
1.0
.......................40.0
X           301,880 0 30,926
(300) Leslie C Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(301) Ajaipal Kang MD........................................................................
Board Member
1.0
.......................40.0
X           1,411,113 0 40,356
(302) Robert Blosat........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(303) Edward T Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(304) John Papalia R 91813........................................................................
Board Member
1.0
.......................  
X           0 0 0
(305) Barry Stamm MD R 91813........................................................................
Board Member
1.0
.......................  
X           0 0 0
(306) Nathan Moore MD........................................................................
Board Member
1.0
.......................  
X           302,581 0 4,679
(307) Marshall Webster MD R 91813........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(308) Alexander J Ciocca Esq........................................................................
Board Secretary
1.0
.......................40.0
X   X       321,156 0 50,697
(309) Peter Counihan R 63014........................................................................
Board Member
1.0
.......................40.0
X           375,161 0 22,101
(310) Edward J Donnelly III MD........................................................................
Board Member
1.0
.......................40.0
X           311,921 0 34,517
(311) James M Ferguson III........................................................................
Board Vice Chair and Treasurer
1.0
.......................  
X   X       0 0 0
(312) Kevin Garrett MD R 13114........................................................................
Board Member
1.0
.......................40.0
X           481,000 0 38,836
(313) John R Hamilton........................................................................
Board Member
1.0
.......................  
X           0 0 0
(314) Robert Hofmann........................................................................
Board Member
1.0
.......................  
X           0 0 0
(315) Scott Lammie........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(316) Eric Oberg........................................................................
Board Member
1.0
.......................  
X           0 0 0
(317) Reverand James Shoucair........................................................................
Board Member
1.0
.......................  
X           0 0 0
(318) Valerie C Trott........................................................................
Board Member
1.0
.......................40.0
X           333,335 0 32,411
(319) Neil Y Van Horn........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(320) Paul Vey........................................................................
Board Member
1.0
.......................  
X           0 0 0
(321) V Thomas Worrall MD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(322) Deborah S Brodine........................................................................
Board Member and President
1.0
.......................40.0
X   X       0 0 0
(323) Timothy Brooks........................................................................
Board Member
1.0
.......................  
X           0 0 0
(324) William A Nigro........................................................................
Board Member Treas and CFO
1.0
.......................40.0
X   X       0 0 0
(325) Nancy Pastorius........................................................................
Board Secretary and COO
40.0
.......................  
X   X       96,057 0 20,324
(326) Jason Roebeck R 63014........................................................................
Board Chair and President
1.0
.......................40.0
X   X       0 0 0
(327) Deborah S Brodine........................................................................
Board Member and President
1.0
.......................40.0
X   X       0 0 0
(328) Peter W Eisenbrandt........................................................................
Board Member
1.0
.......................  
X           0 0 0
(329) Barb Grossman........................................................................
Board Member
1.0
.......................  
X           0 0 0
(330) Richard S Hamilton........................................................................
Board Vice Chair
1.0
.......................  
X   X       0 0 0
(331) John D Houston II........................................................................
Board Treasurer and SEcretary
1.0
.......................  
X   X       0 0 0
(332) Emily Jarrett E 101313........................................................................
Board Member
1.0
.......................  
X           0 0 0
(333) Margaret P Joy E 5614........................................................................
Board Member
1.0
.......................  
X           0 0 0
(334) Margaret M Kimmel PhD R 61014........................................................................
Board Member
1.0
.......................  
X           0 0 0
(335) David A Nace MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(336) Anne Newman........................................................................
Board Member
1.0
.......................  
X           0 0 0
(337) Rev Scott Quinn........................................................................
Board Member
1.0
.......................  
X           0 0 0
(338) Joan Rogers........................................................................
Board Member
1.0
.......................  
X           0 0 0
(339) Jerome Shaffer........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(340) Neil Y Van Horn........................................................................
Board Chair
1.0
.......................  
X   X       0 0 0
(341) Al Ciocca........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(342) Elizabeth Concordia R 6314........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(343) Nancy Davidson........................................................................
Board Member
1.0
.......................10.0
X           10,871 0 0
(344) Leslie C Davis E 6314........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(345) Sy Holzer........................................................................
Board Member
1.0
.......................  
X           0 0 0
(346) Scott Lammie........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(347) William Cook........................................................................
Board Member
1.0
.......................  
X           0 0 0
(348) Marlene R Cooper........................................................................
Board Secretary
40.0
.......................  
X   X       118,245 0 24,419
(349) Christopher A Gessner........................................................................
Board Vice Chair and VP
40.0
.......................1.0
X   X       0 0 0
(350) Edward T Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(351) Arthur S Levine MD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(352) David T Martin........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(353) Marshall Webster MD........................................................................
Board Chair and President
1.0
.......................40.0
X   X       0 0 0
(354) Derek Angus MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           524,914 0 23,637
(355) K Ty Bae MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           595,981 0 21,604
(356) G Nicholas Beckwith III........................................................................
Board Member
1.0
.......................  
X           0 0 0
(357) Timothy Robert Billiar MD........................................................................
Board Secretary and Dept Chair
40.0
.......................  
X   X       776,263 0 71,230
(358) Michael Boninger MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           292,460 0 46,082
(359) Jerome Cochran........................................................................
Board Member
1.0
.......................  
X           0 0 0
(360) Leslie C Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(361) Louis D Falo Jr MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           470,338 0 22,214
(362) Robert M Friedlander MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           1,393,539 0 42,013
(363) Freddie H Fu MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           1,484,824 0 52,242
(364) Christopher A Gessner........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(365) Joel S Greenberger MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           508,119 0 61,242
(366) Richard S Hamilton........................................................................
Board Member
1.0
.......................  
X           0 0 0
(367) W Allen Hogge MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           546,542 0 47,370
(368) Jonas T Johnson MD........................................................................
Board Member/Dept Chair/Treas
40.0
.......................  
X   X       840,648 0 25,285
(369) Margaret P Joy........................................................................
Board Member
1.0
.......................  
X           0 0 0
(370) James Kang MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           1,716,293 0 27,333
(371) Joon Sup Lee MD........................................................................
Board Member and Dept Chair
40.0
.......................1.0
X           948,921 50,000 23,104
(372) Arthur S Levine MD........................................................................
Board Member
1.0
.......................  
X           0 1,055,644 44,608
(373) David A Lewis MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           508,901 0 34,210
(374) James D Luketich MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           2,394,919 0 41,302
(375) George K Michalopoulos MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           452,885 0 29,041
(376) Victor Morell MD........................................................................
Board Member
40.0
.......................  
X           1,924,430 0 25,756
(377) Joel B Nelson MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           867,104 0 72,885
(378) Mark A Nordenberg........................................................................
Board Member
1.0
.......................  
X           0 709,519 139,898
(379) Michael Ost MD........................................................................
Board Member
40.0
.......................  
X           548,693 0 3,554
(380) Charissa Pacella MD........................................................................
Board Member
40.0
.......................  
X           340,593 0 19,529
(381) Gregory K Peaslee........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(382) David Hirsch Perlmutter MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           508,156 0 55,891
(383) John J Reilly MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           469,986 0 25,574
(384) Jeffrey A Romoff........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(385) Joshua T Rubin MD........................................................................
Board Member
40.0
.......................  
X           257,171 0 17,822
(386) Joel S Schuman MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           578,465 0 43,274
(387) Jeannette South-Paul MD........................................................................
Board Member and Dept Chair
40.0
.......................1.0
X           222,848 0 19,461
(388) Joe Suyama MD........................................................................
Board Member
40.0
.......................  
X           372,515 0 21,118
(389) Stephen R Tritch........................................................................
Board Member
1.0
.......................  
X           0 0 0
(390) Marshall Webster MD........................................................................
Board Chair and President
20.0
.......................20.0
X   X       0 0 0
(391) Lawrence Wechsler MD........................................................................
Board Member and Dept Chair
40.0
.......................  
X           643,643 0 36,634
(392) John P Williams MD R 10113........................................................................
Board Member and Dept Chair
40.0
.......................  
X           521,811 0 57,877
(393) Adam Yates MD........................................................................
Board Member
40.0
.......................  
X           323,616 0 18,333
(394) Donald Yealy MD........................................................................
Board Member and Dept Chair
40.0
.......................1.0
X           466,990 0 52,616
(395) Deborah S Brodine........................................................................
Board Chair and President
1.0
.......................40.0
X   X       0 0 0
(396) James Cooper E 63014........................................................................
Board Vice Chair
1.0
.......................  
X   X       0 0 0
(397) Michael Evans R 5114........................................................................
Board Secretary
1.0
.......................  
X   X       0 0 0
(398) JoAnn Hahey R 5114........................................................................
Board Member and Vice Chair
1.0
.......................  
X   X       0 0 0
(399) Cindy Ragan E 63014........................................................................
Board Secretary
1.0
.......................  
X   X       0 0 0
(400) Jerome Shaffer........................................................................
Board Member and Treasurer
1.0
.......................40.0
X   X       0 0 0
(401) Esther Barazzone PhD........................................................................
Board Member
1.0
.......................  
X           0 0 0
(402) G Nicholas Beckwith III........................................................................
Board Chair
10.0
.......................  
X   X       0 0 0
(403) Ester L Bush........................................................................
Board Member
1.0
.......................  
X           0 0 0
(404) Mary Jo Howard Dively Esq........................................................................
Board Member
1.0
.......................  
X           0 0 0
(405) Alan Guttman........................................................................
Board Member
1.0
.......................  
X           0 0 0
(406) Richard S Hamilton........................................................................
Board Member
1.0
.......................  
X           0 0 0
(407) Howard W Hanna III........................................................................
Board Member
1.0
.......................  
X           0 0 0
(408) Robert M Hernandez........................................................................
Board Member
2.0
.......................  
X   X       0 0 0
(409) Margaret P Joy........................................................................
Board Member
1.0
.......................  
X           0 0 0
(410) Scott B Kern R 101713........................................................................
Board Member
1.0
.......................  
X           0 0 0
(411) Mark J Laskow........................................................................
Board Second Vice Chair
3.0
.......................  
X   X       0 0 0
(412) Arthur S Levine MD........................................................................
Board Member
3.0
.......................40.0
X           0 0 0
(413) Robert G Lovett........................................................................
Board Member
1.0
.......................  
X           0 0 0
(414) W Duff McCrady........................................................................
Board Member
1.0
.......................  
X           0 0 0
(415) Desmond McDonald E 101713........................................................................
Board Member
1.0
.......................  
X           0 0 0
(416) Martin G McGuinn........................................................................
Board Member
1.0
.......................  
X           0 0 0
(417) Robert Montler........................................................................
Board member
1.0
.......................  
X           0 0 0
(418) Marlee S Myers........................................................................
Board Member
1.0
.......................  
X           0 0 0
(419) Mark A Nordenberg........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(420) Morgan O'Brien R 314........................................................................
Board Member
1.0
.......................  
X           0 0 0
(421) John H Pelusi Jr........................................................................
Board Member
1.0
.......................  
X           0 0 0
(422) Honorable Lisa Pupo-Lenihan........................................................................
Board Member
1.0
.......................  
X           0 0 0
(423) William Strickland Jr........................................................................
Board Member
1.0
.......................  
X           0 0 0
(424) Stephen R Tritch........................................................................
Board First Vice Chair
1.0
.......................  
X   X       0 0 0
(425) Sunil Wadhwani........................................................................
Board Member
1.0
.......................  
X           0 0 0
(426) Mario Wilfong........................................................................
CFO and VP Admin
40.0
.......................  
    X       129,241 0 23,840
(427) Roger P Winn........................................................................
President
40.0
.......................  
    X       368,831 0 77,711
(428) Amy Bush E 4114........................................................................
Board Secretary
1.0
.......................40.0
    X       55,230 0 18,361
(429) Cynthia Dorundo R 63014........................................................................
President
1.0
.......................40.0
    X       0 0 0
(430) Douglas Garretson........................................................................
President
40.0
.......................  
    X       300,720 0 31,488
(431) Donald Goodman........................................................................
Treasurer and CFO
40.0
.......................  
    X       217,434 0 32,098
(432) Nicholas Barcellona........................................................................
Treasurer and CFO
30.0
.......................10.0
    X       237,837 0 29,425
(433) Christopher A Gessner........................................................................
President
40.0
.......................1.0
    X       661,895 0 78,047
(434) Kimberly Moses........................................................................
Secretary
40.0
.......................  
    X       155,735 0 9,661
(435) James Gavin........................................................................
President
40.0
.......................  
    X       540,846 0 72,461
(436) James Giammarco........................................................................
Chief Financial Officer
40.0
.......................  
    X       230,727 0 25,575
(437) Robert B Devlin Esq........................................................................
Secretary
1.0
.......................40.0
    X       258,335 0 35,287
(438) Daniel Grant........................................................................
Vice Pres and COO
10.0
.......................30.0
    X       0 246,482 33,659
(439) William A Nigro........................................................................
Treasurer and CFO
2.0
.......................40.0
    X       0 124,426 16,000
(440) Bryant Wesley Esq........................................................................
Secretary
1.0
.......................40.0
    X       197,938 0 17,228
(441) Mark Sevco........................................................................
President
1.0
.......................40.0
    X       482,788 0 85,693
(442) Eileen Simmons........................................................................
Board Treasurer and CFO
5.0
.......................40.0
    X       0 0 0
(443) Colleen Brennan........................................................................
Treasurer and CFO
40.0
.......................  
    X       245,377 0 32,035
(444) Terrence Lewis Esq........................................................................
Secretary
40.0
.......................  
    X       177,386 0 18,625
(445) Robert Devlin Esq........................................................................
Secretary
1.0
.......................40.0
    X       0 0 0
(446) Sheryl Kashuba Esq........................................................................
Secretary and CLO
1.0
.......................40.0
    X       294,085 0 45,510
(447) Scott Lammie........................................................................
Treasurer and CFO
5.0
.......................40.0
    X       0 848,744 354,120
(448) V James Fiorenzo........................................................................
President
40.0
.......................1.0
    X       619,885 0 76,711
(449) David Gibbons........................................................................
Vice President
40.0
.......................1.0
    X       488,658 0 54,816
(450) Stephen Danch........................................................................
Treasurer and CFO
40.0
.......................1.0
    X       413,162 0 49,236
(451) Marlene R Cooper........................................................................
Secretary
 
.......................40.0
    X       0 0 0
(452) Thomas Newman E 81413........................................................................
Chief Financial Officer
10.0
.......................30.0
    X       0 0 0
(453) Donald Owrey........................................................................
President
40.0
.......................1.0
    X       358,627 0 65,942
(454) David Shulik R 81313........................................................................
Chief Financial Officer
40.0
.......................1.0
    X       186,628 0 25,144
(455) Jackie Bonier........................................................................
Director of Foundation
40.0
.......................  
    X       83,230 0 23,820
(456) Thomas Burich........................................................................
President
40.0
.......................  
    X       150,335 0 20,995
(457) Donald Owrey........................................................................
President
1.0
.......................40.0
    X       0 0 0
(458) David Shulik........................................................................
Chief Financial Officer
1.0
.......................40.0
    X       0 0 0
(459) Susan Kostilnik........................................................................
Asst Sec and Sr Executive Asst
40.0
.......................  
    X       67,872 0 12,517
(460) Eileen Simmons........................................................................
Chief Financial Officer
40.0
.......................1.0
    X       0 0 0
(461) Cynthia Dorundo R 63014........................................................................
President
40.0
.......................1.0
    X       468,114 0 60,849
(462) Christopher Stockhausen........................................................................
Treasurer and CFO
20.0
.......................20.0
    X       188,721 0 17,613
(463) Christopher Stockhausen........................................................................
Chief Financial Officer
20.0
.......................20.0
    X       0 0 0
(464) Nancy Beichner........................................................................
Asst Sec and Admn Asst to Pres
40.0
.......................  
    X       50,560 0 18,685
(465) Roger McCauley R 72913........................................................................
Treasurer and CFO
40.0
.......................  
    X       241,248 8,123 22,251
(466) Thomas Newman........................................................................
Chief Financial Officer
10.0
.......................30.0
    X       0 0 0
(467) Charles Bogosta........................................................................
President
1.0
.......................60.0
    X       0 0 0
(468) John Kuzmishin........................................................................
Treas, Sec, and CFO
5.0
.......................40.0
    X       0 0 0
(469) David T Martin........................................................................
President
40.0
.......................1.0
    X       924,830 0 105,260
(470) Thomas Newman E 81413........................................................................
Chief Financial Officer
20.0
.......................20.0
    X       0 0 0
(471) Dennis H Tomassetti R 81313........................................................................
Chief Financial Officer
40.0
.......................1.0
    X       371,565 0 51,116
(472) C Talbot Heppenstall Jr........................................................................
Treasurer
1.0
.......................60.0
    X       0 0 0
(473) John Innocenti........................................................................
President
40.0
.......................1.0
    X       1,062,403 0 258,592
(474) Michele P Jegasothy Esq........................................................................
Secretary
40.0
.......................1.0
    X       0 0 0
(475) Edward T Karlovich........................................................................
CFO Academic Comm Hospitals
40.0
.......................1.0
    X       1,047,881 0 178,181
(476) Margarita Marsh........................................................................
Asst Sec and Asst to Pres
40.0
.......................  
    X       65,049 0 6,480
(477) Eileen Simmons........................................................................
Chief Financial Officer
20.0
.......................20.0
    X       364,075 0 28,129
(478) David Gibbons R 91813........................................................................
President
1.0
.......................40.0
    X       0 0 0
(479) Lynn Rupp E 91813........................................................................
President
20.0
.......................20.0
    X       229,989 0 19,943
(480) Stephen Danch........................................................................
Treasurer and CFO
1.0
.......................40.0
    X       0 0 0
(481) John R Carroll........................................................................
Asst Sec and VP Admin
40.0
.......................  
    X       190,329 0 44,061
(482) Thomas Newman........................................................................
Asst Treasurer and CFO
20.0
.......................20.0
    X       281,275 0 32,370
(483) David Patton E 101413........................................................................
President
40.0
.......................1.0
    X       226,718 0 29,402
(484) Teresa G Petrick R 9613........................................................................
President
40.0
.......................1.0
    X       390,788 0 84,334
(485) Cindy Shook........................................................................
Asst Sec and Admin Asst
40.0
.......................  
    X       29,775 0 16,508
(486) Daniel Grant........................................................................
Vice President and COO
10.0
.......................30.0
    X       0 0 0
(487) William A Nigro........................................................................
Treasurer and CFO
2.0
.......................40.0
    X       0 0 0
(488) Bryant Wesley Esq........................................................................
Secretary
1.0
.......................40.0
    X       0 0 0
(489) Charles Bogosta........................................................................
Vice President
1.0
.......................60.0
    X       0 0 0
(490) Rich Bondi........................................................................
Treasurer and CFO
40.0
.......................  
    X       198,895 0 28,916
(491) Stanley Marks MD........................................................................
President
40.0
.......................1.0
    X       1,270,188 908,974 275,739
(492) Ann Evans........................................................................
Treasurer and CFO
40.0
.......................1.0
    X       0 0 0
(493) Ann Evans........................................................................
Chief Financial Officer
20.0
.......................20.0
    X       594,287 0 54,447
(494) Steven D Shapiro MD........................................................................
President and Sr. V.P.
20.0
.......................40.0
    X       0 0 0
(495) Robert Griffith........................................................................
Chief Financial Officer
40.0
.......................  
    X       122,046 0 11,371
(496) Penny Milanovich........................................................................
President
40.0
.......................  
    X       246,241 0 22,726
(497) Heidi VanGorder........................................................................
Asst. Secretary
40.0
.......................  
    X       48,989 0 20,517
(498) Robert A DeMichiei........................................................................
Sr VP and CFO
60.0
.......................1.0
    X       1,205,669 0 571,400
(499) Michele P Jegasothy Esq........................................................................
Secretary
1.0
.......................40.0
    X       198,193 0 28,880
(500) Jeffrey A Romoff........................................................................
President and CEO
60.0
.......................1.0
    X       6,004,080 0 445,534
(501) Charles Bogosta........................................................................
EVP and Pres Intl and Comm Srv
60.0
.......................1.0
      X     1,239,232 0 369,355
(502) Elizabeth Concordia........................................................................
Executive VP UPMC
60.0
.......................1.0
      X     2,230,496 0 853,539
(503) Daniel Drawbaugh........................................................................
SR VP and CIO
60.0
.......................1.0
      X     1,336,676 0 535,313
(504) David Farner........................................................................
Sr VP and Chief of Staff
60.0
.......................  
      X     1,510,883 0 571,727
(505) C Talbot Heppenstall Jr........................................................................
Sr VP and Treasurer
60.0
.......................1.0
      X     1,002,746 0 498,348
(506) Diane Holder........................................................................
Exec VP, Pres UPMC Health Plan
60.0
.......................1.0
      X     0 1,668,537 766,512
(507) W Thomas McGough........................................................................
Sr VP and Chief Legal Officer
60.0
.......................  
      X     1,375,065 0 178,559
(508) Gregory K Peaslee........................................................................
Sr VP Chief HR and Adm Srv Off
60.0
.......................1.0
      X     1,293,849 0 474,112
(509) Steven D Shapiro MD........................................................................
Sr VP and Chief Medical and Sc
40.0
.......................20.0
      X     1,102,983 186,136 376,584
(510) Marshall Webster MD........................................................................
Executive Vice President
20.0
.......................20.0
      X     1,216,241 114,286 202,566
(511) Ghassan Bejjani MD........................................................................
Neurosurgeon
40.0
.......................  
        X   2,441,066 0 40,848
(512) Christopher Schmidt MD........................................................................
Orthopaedic Surgeon
40.0
.......................  
        X   1,588,236 0 33,687
(513) Mark Rodosky MD........................................................................
Orthopaedic Surgeon
40.0
.......................  
        X   1,673,813 0 23,915
(514) Mark Baratz MD........................................................................
Orthopaedic Surgeon
40.0
.......................  
        X   1,556,609 0 33,387
(515) Dean Sotereanos MD........................................................................
Orthopaedic Surgeon
40.0
.......................  
        X   1,551,727 0 40,776
(516) Brian Fritz R 5312013........................................................................
Former Board Treasurer/ CFO
 
.......................  
          X 161,698 0 25,587
(517) Deborah Redmond R 712012........................................................................
Former Vice President
 
.......................  
          X 277,825 0 34,616
(518) James Anthony Palmer R 3292013........................................................................
Former VP and Treasurer
 
.......................  
          X 0 180,593 11,869
(519) Joel Yuhas........................................................................
Former President
 
.......................  
          X 0 960,567 269,040
(520) Laurel Ragland R 1112012........................................................................
Former Treasurer and CFO
 
.......................  
          X 151,834 0 10,379
(521) Rebecca O'connor Esq R 5172013........................................................................
Former Sec and Assoc Counsel
 
.......................  
          X 118,810 0 13,999
(522) Sandra Danoff........................................................................
Former Sr VP Strat Planning
 
.......................  
          X 456,476 0 137,523
(523) Susan Mammarella........................................................................
Former Officer
 
.......................  
          X 191,918 0 29,701
(524) Gerad Theriac........................................................................
Former CFO/ Asst. Treasurer
 
.......................  
          X 198,714 0 12,096
(525) Andrea Cotter........................................................................
Former Sr VP and Chief Comm Of
 
.......................  
          X 150,000 0 3,173
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 90,569,635 8,149,786 13,171,502
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4,536
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
CENTERS FOR REHAB SERVICES, 625 WALNUT STREETMCKEESPORTPA15132 REHAB SERVICES 32,693,208
MASSARO CORPORATION, 120 DELTA DRIVEPITTSBURGHPA15238 GENERAL CONTRACTOR 19,061,451
MEDICOR ASSOCIATES, 120 EAST 2ND STREETERIEPA16507 MEDICAL SERVICES 18,014,508
PJ DICK CONTRACTING, 225 NORTH SHORE DRIVEPITTSBURGHPA15212 GENERAL CONTRACTOR 15,825,430
RYCON CONSTRUCTION, 2525 LIBERTY AVENUEPITTSBURGHPA15222 General Contractor 11,752,075
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet202
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 272,917
b Membership dues....1b  
c Fundraising events....1c 832,470
d Related organizations...1d 21,670,604
e Government grants (contributions)1e 14,913,011
f All other contributions, gifts, grants, and
similar amounts not included above
1f
37,832,419
g Noncash contributions included in lines
1a-1f:$
1,477,806
h Total. Add lines 1a-1f.......MediumBullet 75,521,421
 Program Service RevenueAmt Business Code
2a NET PATIENT REV 900099 6,446,960,931 6,445,728,747 1,232,184  
b OTHER PATIENT SERV 900099 770,860,143 770,860,143    
c OTHER PROG SRV REV 900099 2,760,881,291 2,759,472,319 1,408,972  
d FEES & CONTRACT FROM GOV'T AGENCIES 900099 16,951,287 16,951,287    
e JOINT VENTURE REVENUE 900099 22,498,083 22,498,083    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 10,018,151,735
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 10,567,931     10,567,931
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 289,473,232 2,127,581
b Less: cost or other basis and sales expenses 287,970,749 596,853
c Gain or (loss) 1,502,483 1,530,728
d Net gain or (loss)..........MediumBullet 3,033,211     3,033,211
8a Gross income from fundraising events (not including
$ 762,226
of contributions reported on line 1c). See Part IV, line 18 ..
a 241,069
b Less: direct expenses ...b 543,373
c Net income or (loss) from fundraising events..MediumBullet -302,304   -302,304
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a IMPAIRMENT LOSS   -8,808,986 -8,808,986    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -8,808,986
12 Total revenue. See Instructions......MediumBullet 10,098,163,008 10,006,701,593 2,641,156 13,298,838
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 18,181,251 18,181,251
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 90,900,288 37,880,491 53,019,797  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 3,789,431,067 3,243,212,965 546,218,102  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 141,501,290 110,582,737 30,918,553  
9 Other employee benefits ....... 371,776,644 326,951,679 44,824,965  
10 Payroll taxes ........... 187,152,118 159,908,882 27,243,236  
11 Fees for services (non-employees):        
a Management ...... 19,703,995 16,459,091 3,244,904  
b Legal ......... 22,270,284 4,023,644 18,246,640  
c Accounting ........... 3,823,516   3,823,516  
d Lobbying ........... 1,693,104   1,693,104  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,215,089   1,215,089  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 75,811,959 74,115,269 1,696,690  
12 Advertising and promotion .... 23,589,853 23,589,853    
13 Office expenses ....... 76,378,382 52,795,865 23,574,951 7,566
14 Information technology ...... 114,787,637 35,379,214 79,406,764 1,659
15 Royalties .. 0      
16 Occupancy ........... 204,038,422 182,747,816 20,886,369 404,237
17 Travel ............ 18,890,634 13,684,401 5,206,233  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,481,283 1,185,072 296,211  
20 Interest ........... 10,458,767 6,306,831 4,151,936  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 373,447,261 373,447,261    
23 Insurance .............. 97,047,844 91,902,326 5,145,518  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL EXPENSES 2,206,930,421 2,206,930,421    
b DRUGS 494,235,059 494,235,059    
c MEDICAL/PATIENT SUPPLIES 382,593,305 382,593,305    
d MEDICAL IMPLANTS 247,332,447 247,332,447    
e All other expenses 953,161,987 852,280,347 96,528,741 4,352,899
25 Total functional expenses. Add lines 1 through 24e 9,927,833,907 8,955,726,227 967,341,319 4,766,361
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 19,485,541 1 10,784,167
2 Savings and temporary cash investments ......... 70,920,527 2 100,311,875
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 997,672,498 4 1,100,610,611
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 13,390,156 7 150,618,913
8 Inventories for sale or use .............. 31,909,272 8 32,933,089
9 Prepaid expenses and deferred charges .......... 13,894,687 9 27,373,867
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,453,380,690
b Less: accumulated depreciation ..... 10b 3,464,967,224 2,845,518,310 10c 2,988,413,466
11 Investments—publicly traded securities .......... 141,460,180 11 211,607,722
12 Investments—other securities. See Part IV, line 11 ..... 152,799,754 12 196,239,940
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 11,006,746 14 14,150,698
15 Other assets. See Part IV, line 11 ........... 1,363,705,479 15 1,443,688,862
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 5,661,763,150 16 6,276,733,210
Liabilities 17 Accounts payable and accrued expenses ......... 319,432,961 17 381,278,929
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 18,464,818 19 6,196,724
20 Tax-exempt bond liabilities ............. 3,969,380 20 73,854,696
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 3,436,639
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 575,010,682 25 690,428,104
26 Total liabilities. Add lines 17 through 25......... 916,877,841 26 1,155,195,092
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 4,222,153,257 27 4,484,299,773
28 Temporarily restricted net assets ........... 317,649,937 28 402,469,791
29 Permanently restricted net assets ........... 205,082,115 29 234,768,554
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 4,744,885,309 33 5,121,538,118
34 Total liabilities and net assets/fund balances ........ 5,661,763,150 34 6,276,733,210
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
10,098,163,008
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
9,927,833,907
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
170,329,101
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
4,744,885,309
5
Net unrealized gains (losses) on investments ...............
5
-22,073,580
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
228,397,288
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
5,121,538,118
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
No
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
(A) SEE PART IV
 
000000000 03   No         0
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 6,979,705 1,867,928 0 0 0 8,847,633
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 6,979,705 1,867,928 0 0 0 8,847,633
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 0
6 Public support. Subtract line 5 from line 4. 8,847,633
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 6,979,705 1,867,928 0 0 0 8,847,633
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 0 0 0 0 0 0
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 0       0 0
11 Total support (Add lines 7 through 10). 8,847,633
12
12
9,867,302,048
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
100.000 %
15
15
100.000 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 424,006 1,822,563 2,084,347 3,611,858 6,147,543 14,090,317
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... 1,523,888,856 1,654,369,080 1,832,382,946 2,331,283,142 2,525,378,024 9,867,302,048
3 Gross receipts from activities that are not an unrelated trade or business under section 513..           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
6 Total. Add lines 1 through 5. 1,524,312,862 1,656,191,643 1,834,467,293 2,334,895,000 2,531,525,567 9,881,392,365
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...           0
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.           0
c Add lines 7a and 7b..           0
8 Public support (Subtract line 7c from line 6.) 9,881,392,365
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6... 1,524,312,862 1,656,191,643 1,834,467,293 2,334,895,000 2,531,525,567 9,881,392,365
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 5,283,932 5,540,070 6,909,294 4,478,038 2,280,331 24,491,665
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. 247,070 91,147       338,217
c Add lines 10a and 10b. 5,531,002 5,631,217 6,909,294 4,478,038 2,280,331 24,829,882
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.           0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) .. 0         0
13 Total support. (Add lines 9, 10c, 11, and 12.).. 1,529,843,864 1,661,822,860 1,841,376,587 2,339,373,038 2,533,805,898 9,906,222,247
14
Section C. Computation of Public Support Percentage
15
15
99.749 %
16
16
99.698 %
Section D. Computation of Investment Income Percentage
17
17
0.251 %
18
18
0.302 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
UPMC GROUP
 
Employer identification number

20-8295721
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a) No.
from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
UPMC GROUP
 
Employer identification number

20-8295721
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd Bullet See separate instructions.SchCMd Bullet Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
If the organization answered "Yes" to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2013

Schedule C (Form 990 or 990-EZ) 2013
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2013


Schedule C (Form 990 or 990-EZ) 2013
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
Yes
 
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
Yes
 
142,172
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
2,378,347
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
2,520,519
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ............................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Additional Information Part I-A UPMC Group Entities do not engage in any direct or indirect political activity. Part II-B UPMC Group maintains a department of government relations whose primary function is to maintain contact with elected and appointed officials at the federal, state, and local levels. The department promotes legislative actions with respect to healthcare related issues that could impact the organization. Part II-B, Line 1d The amount for mailings is not readily quantifiable, however, UPMC recognizes that in the course of business, these expenses may occur.
Schedule C (Form 990 or 990EZ) 2013

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 70,441,468 56,817,352 52,723,527 47,318,207 14,905,084
b Contributions ........ 923,102 11,379,037 7,157,850 1,124,392 31,809,381
c Net investment earnings, gains, and losses 9,371,849 5,188,406 -952,531 6,919,371 3,095,947
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
2,542,346 2,943,327 2,111,494 2,638,443 2,492,204
f Administrative expenses ....          
g End of year balance ...... 78,194,073 70,441,468 56,817,352 52,723,527 47,318,208
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   146,723,808 146,723,808
b Buildings ................   3,670,584,986 1,721,244,204 1,949,340,782
c Leasehold improvements ............   79,520,802 42,749,417 36,771,385
d Equipment ................   2,328,984,922 1,638,251,089 690,733,833
e Other .................   227,566,172 62,722,514 164,843,658
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,988,413,466
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATE 673,203,683
(2) BENEFICIAL INT IN FOUNDATIONS 421,146,816
(3) INVESTMENTS WITH RELATED ORGS 124,079,633
(4) LONG TERM BUILDING LEASE 29,456,373
(5) L-T OTHER INVEST 585,127
(6) INVEST IN JOINT VENTURES 60,842,356
(7) OTHER ASSETS 111,039,993
(8) DUE FROM RESTRICTED FUNDS 23,334,881

Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,443,688,862
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0
DUE TO EXEMPT PARENT 466,188,193
DUE TO THIRD PARTY PAYORS 27,370,881
INSURANCE CLAIMS LIABILITIES 86,329,146
OTHER CURRENT & LT LIABILITIES 83,845,778
PATIENT DEP/CRED BALANCES 26,694,106




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 690,428,104
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part V Line 4 Endowment funds will be utilized to carry on the exempt missions of the hospital entities.
Part X Line 2 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 SUBSIDIARES. 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, 2014, UPMC DOES NOT HAVE ANY UNRECORDED TAX BENEFITS.
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
Central America and the Caribbean     Program Services HEALTH CARE EDUCATION 52,913
East Asia and the Pacific     Program Services HEALTH CARE EDUCATION 211,427
Europe (Including Iceland and Greenland)     Program Services HEALTH CARE EDUCATION 821,764
Middle East and North Africa     Program Services HEALTH CARE EDUCATION 34,144
North America     Program Services HEALTH CARE EDUCATION 278,141
Russia and the Newly Independent States     Program Services HEALTH CARE EDUCATION 106,250
South America     Program Services HEALTH CARE EDUCATION 72,026
South Asia     Program Services HEALTH CARE EDUCATION 36,721
Sub-Saharan Africa     Program Services HEALTH CARE EDUCATION 40,469
East Asia and the Pacific     Investments   65,261
Europe (Including Iceland and Greenland)     Investments   12,227
North America     Investments   1,427
           
           
           
           
           
3a Sub-total .....     1,732,770
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     1,732,770
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total .................right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
(a) Event #1

STEELER STYLE
(event type)
(b) Event #2

ANDY RUSSELL
(event type)
(c) Other events

8
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 513,261 205,614 284,420 1,003,295
2 Less: Contributions . . 422,741 169,716 169,769 762,226
3 Gross income (line 1
minus line 2) . . .
90,520 35,898 114,651 241,069
VerticalDirectExpenses 4 Cash prizes . . . 0 0 650 650
5 Noncash prizes . . 854 13,831 14,210 28,895
6 Rent/facility costs . .   47,444 37,208 84,652
7 Food and beverages . 100,189 37,576 35,851 173,616
8 Entertainment . . . 500 2,100 7,110 9,710
9 Other direct expenses . 163,913 14,950 66,987 245,850
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 543,373
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -302,304
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
%
%
%
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Subtract line 7 from line 1, column (d) ......... right arrow  
9
Enter the state(s) in which the organization operates gaming activities:
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2013
Schedule G (Form 990 or 990-EZ) 2013
Page 3
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ..........................
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
%
b
An outside facility ........................
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2013
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a ...
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: .........
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

 

No
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? ......
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? ..............
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? ..........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ..............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) ..
    122,722,293   122,722,293 1.710 %
b Medicaid (from Worksheet 3,
column a) ....
    845,093,064 656,090,936 189,002,128 2.630 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
    18,029,083 14,596,528 3,432,555 0.050 %
d Total Financial Assistance
and Means-Tested
Government Programs .
    985,844,440 670,687,464 315,156,976 4.390 %
Other Benefits
    62,609,569 398,125 62,211,444 0.870 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    242,962,434 83,541,986 159,420,448 2.220 %
g Subsidized health services
(from Worksheet 6) ..
    148,625,363 74,973,693 73,651,670 1.020 %
h Research (from Worksheet 7)     161,610,000   161,610,000 2.250 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    14,984,076   14,984,076 0.210 %
j Total. Other Benefits ..     630,791,442 158,913,804 471,877,638 6.570 %
k Total. Add lines 7d and 7j .     1,616,635,882 829,601,268 787,034,614 10.960 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
51,818,755
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
4,073,921
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
1,636,563,150
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,874,928,800
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-238,365,650
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1UPMC Oncology Co Mgm
 
Oncology Service 50.000 %   50.000 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?22
Name, address, primary website address, and state license number
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 UPMC PRESBYTERIAN
200 LOTHROP STREET
PITTSBURGH,PA15213
www.upmc.com
163301
X X   X   X X     A
2 UPMC SHADYSIDE
5230 CENTRE AVENUE
PITTSBURGH,PA15232
www.upmc.com
163301
X X   X   X X     A
3 UPMC SOUTH SURGERY CENTER
1300 OXFORD DRIVE
PITTSBURGH,PA15102
www.upmc.com
09621500
X               OUTPATIENT AMBULATORY & SURGICAL CENTER A
4 MAGEE-WOMENS HOSPITAL OF UPMC
300 HALKET STREET
PITTSBURGH,PA15213
www.upmc.com
650301
X X   X   X X     A
5 CHILDREN'S HOSPITAL OF UPMC
4401 PENN AVE
PITTSBURGH,PA15224
www.upmc.com
291201
X X X X   X X     A
6 CHILDREN'S NORTH
2599 WEXFORD-BAYNE ROAD
SEWICKLEY,PA15143
www.upmc.com
291201
X               OUTPATIENT AMBULATORY & SURGICAL CENTER A
7 UPMC MERCY
1400 LOCUST STREET
PITTSBURGH,PA15219
www.upmc.com
13610100
X X   X     X     A
8 UPMC PASSAVANT
9100 BABCOCK BLVD
PITTSBURGH,PA15237
www.upmc.com
400401
X X       X X     A
9 UPMC PASSAVANT CRANBERRY
1 ST FRANCIS WAY
CRANBERRY TWP,PA16066
www.upmc.com
400401
X X       X X     A
10 UPMC ST MARGARET
815 FREEPORT ROAD
PITTSBURGH,PA15215
www.upmc.com
195901
X X   X     X     A
11 UPMC MCKEESPORT
1500 FIFTH AVENUE
MCKEESPORT,PA15132
www.upmc.com
650401
X X   X     X     A
12 UPMC HORIZON
110 MAIN STREET
GREENVILLE,PA16125
www.upmc.com
071901
X X   X     X     A
13 UPMC HORIZON
2200 MEMORIAL DRIVE
FARRELL,PA16121
www.upmc.com
071901
X X   X     X     A
14 UPMC NORTHWEST
100 FAIRFIELD DRIVE
SENECA,PA16346
www.upmc.com
151001
X X         X     A
15 CRANBERRY PLACE
5 ST FRANCIS WAY
CRANBERRY TWP,PA16066
www.upmc.com
381602
X               SKILLED NURSING FACILITY A
16 UPMC HERITAGE SHADYSIDE
5701 PHILLIPS AVENUE
PITTSBURGH,PA15217
www.upmc.com
086102
X               SKILLED NURSING FACILITY A
17 SUGAR CREEK STATION
315 CAUSEWAY DRIVE
FRANKLIN,PA16323
www.upmc.com
220602
X               SKILLED NURSING FACILITY A
18 UPMC BEDFORD
10455 LINCOLN HIGHWAY
EVERETT,PA15337
www.upmc.com
650501
X X         X     A
19 UPMC ST MARGARET HARMAR OUTPT CTR
3 MARINER COURT
PITTSBURGH,PA15238
www.upmc.com
195901
X               OUTPATIENT AMBULATORY & SURGICAL CENTER A
20 UPMC EAST
2775 MOSSIDE BOULEVARD
MONROEVILLE,PA15146
www.upmc.com
22760101
X X         X     A
21 UPMC HAMOT
201 State Street
ERIE,PA16550
www.upmc.com
082301
X X   X   X X     A
22 UPMC HAMOT WOMEN'S HOSPITAL
118 EAST 2ND STREET
ERIE,PA16507
WWW.UPMC.COM
082301
X X               A
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or facility reporting group  
If reporting on Part V, Section B for a single hospital facility only: line number of
hospital facility (from Schedule H, Part V, Section A)
 
Yes No
Community Health Needs Assessment (Lines 1 through 8c are optional for tax years begining on or before March 23, 2012)
1 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 9.................... 1 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
2 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
3 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................... 3 Yes  
4 Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Part VI................................ 4   No
5 Did the hospital facility make its CHNA report widely available to the public? ............. 5 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
6 If the hospital facility addressed needs identified in its most recently conducted CHNA, indicate how (check all that apply as of the end of the tax year):
a
b
c
d
e
f
g
h
i
7 Did the hospital facility address all of the needs identified in its most recently conducted CHNA? If "No," explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs ........ 7 Yes  
8a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)? ........................... 8a   No
b If "Yes" to line 8a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 8b    
c If "Yes" to line 8b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Financial Assistance Policy Yes No
9 Did the hospital facility have in place during the tax year a written financial assistance policy that:
Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 9 Yes  
10 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 10 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Used FPG to determine eligibility for providing discounted care?................. 11 Yes  
If "Yes," indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
12 Explained the basis for calculating amounts charged to patients?................. 12 Yes  
If "Yes," indicate the factors used in determining such amounts (check all that apply):
a
b
c
d
e
f
g
h
i
13 Explained the method for applying for financial assistance?................... 13 Yes  
14 Included measures to publicize the policy within the community served by the hospital facility?....... 14 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
Billing and Collections
15 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 15 Yes  
16 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
17 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?.......... 17 Yes  
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

18 Indicate which efforts the hospital facility made before initiating any of the actions listed in line 17 (check all that apply):
a
b
c
d
e
Policy Relating to Emergency Medical Care
Yes No
19 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 19 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance under the FAP (FAP-Eligible Individuals)
20 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
21 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................ 21   No
If "Yes," explain in Part VI.
22 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ......................... 22   No
If "Yes," explain in Part VI.
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B.Provide descriptions required for Part V, Section B, lines 1j, 3, 4, 5d, 6i, 7, 10, 11, 12i, 14g, 16e, 17e, 18e, 19c, 19d, 20d, 21, and 22. If applicable, provide separate descriptions for each facility in a facility reporting group, designated by "Facility A," "Facility B," etc.
Form and Line Reference Explanation
Part V Facility Information Section B Lines 1-8 Responses for Part V Section B apply to all hospital facilities disclosed in Part V Section A. Although all responsible for Part V Section B Questions 1-8 are the same for all hospital facilities, a separate CHNA was conducted for each hospital facility.
Part V Facility Information Section B Lines 9 - 22 Responses for Part V Section B question 9-22 apply to all hospital facilities listed in Part V Section A.
PART V Facility Information Section B Line 3 See Responses to Part VI, Lines 2,4 & 5; These disclosures apply consistently to all hospital facilities on the UPMC Group 990.
Part V Facility Information Section B Line 5A WEBSITE FOR CHNA http://www.upmc.com/about/community-commitment/Pages/community-health-need s-assessment.aspx
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?94
Name and address Type of Facility (describe)
1 University of Pittsburgh Physicians
200 Lothrop Street
Pittsburgh,PA15213
Physician Services
2 Community Medicine Inc
200 Lothrop Street
Pittsburgh,PA15213
Physician Services
3 EMERGENCY MEDICINE INC
200 Lothrop Street
Pittsburgh,PA15213
ER Physicians Services
4 ERIE PHYSICIAN NETWORK-UPMC INC
3535 PINE AVENUE
ERIE,PA16504
PHYSICIAN SERVICES
5 WEST MIFFLIN IMAGING (MAG)
1907 LEBANON CHURCH RD
WEST MIFFLIN,PA15122
IMAGING CENTER
6 UPMC AT OXFORD DRIVE
600 OXFORD DRIVE
PITTSBURGH,PA15146
IMAGING CENTER
7 MAGEE-WOMENS HOSPITAL OF UPMC (MAG)
720 PENN AVENUE
PITTSBURGH,PA15221
OUTPATIENT SERVICES
8 MAGEE-WOMENS HOSPITAL UPMC (MAG)
FIFTH AVENUE COMMONS 905 WATSON ST
PITTSBURGH,PA15219
OUTPATIENT SERVICES
9 MAGEE-WOMENS HOSPITAL OF UPMC (MAG)
4075 MONROEVILLE BLVD 2 STE 330
MONROEVILLE,PA15146
OUTPATIENT SERVICES
10 MAGEE-WOMENS HOSPITAL OF UPMC (MAG)
559 MILLER AVENUE
CLAIRTON,PA15025
OUTPATIENT SERVICES
11 MAGEE-WOMENS HOSPITAL OF UPMC (MAG)
1630 ARLINGTON AVENUE
PITTSBURGH,PA15210
OUTPATIENT SERVICES
12 MAGEE-WOMENS HOSPITAL OF UPMC (MAG)
4075 MONROEVILLE BLVD 2 STE 225
MONROEVILLE,PA15146
OUTPATIENT SERVICES
13 MAGEE-WOMENS HOSPITAL OF UPMC (MAG)
2599 WEXFORD-BAYNE ROAD
SEWICKLEY,PA15143
OUTPATIENT SERVICES & IMAGING CENTER
14 MAGEE-WOMENS CARE SOUTH HILLS (MAG)
1300 OXFORD DRIVE
BETHEL PARK,PA15102
OUTPATIENT SERVICES & IMAGING CENTER
15 MAGEE-WOMENS CARE PLEASANT HILLS (MAG)
850 CLAIRTON BLVD STE 2100
PLEASANT HILLS,PA15236
OUTPATIENT SERVICES
16 WOMEN'S SPECIALTY CTR AT HILLMAN CANCER
5115 CENTER AVENUNE STE G 3RD FLR
PITTSBURGH,PA15232
IMAGING SERVICES
17 WOMEN'S IMAGING NORTH OF MAGEE-WOMENS
9000 BROOKTREE ROAD 402
WEXFORD,PA15090
IMAGING SERVICES
18 MAGEE-CRANBERRY BREAST IMAGING (MAG)
3 ST FRANCIS WAY
CRANBERRY TWP,PA16066
IMAGING SERVICES
19 MAGEE ULTRASOUND-BEAVER
690 STATE AVENUE
BEAVER,PA15009
IMAGING SERVICES
20 Magee Women Care Center (MAG)
969 GREENTREE ROAD
PITTSBURGH,PA15220
IMAGING SERVICES
21 ULTRA SOUND SERVICES (MAG)
8955 State Route 30
IRWIN,PA15642
IMAGING SERVICES
22 MAGEE WOMENS HOSPITAL OF UPMC (MAG)
815 FREEPORT ROAD STE 2160
PITTSBURGH,PA15215
IMAGING SERVICES
23 MAGEE WOMENS HOSPITAL OF UPMC (MAG)
5957 LINCOLN HIGHWAY
IRWIN,PA15642
IMAGING SERVICES
24 UPMC Cancer Center Beaver (MAG)
1030 Beaner Hollow Rd
Beaver,PA15009
ONCOLOGY SERVICES
25 UPMC Cancer Center Washington (MAG)
470 Johnson Road Ste 10
Washington,PA15301
ONCOLOGY SERVICES
26 UPMC Cancer Center Sewickley (MAG)
1600 Coraopolis Heights Road
Coraopolis,PA15108
ONCOLOGY SERVICES
27 UPMC Cancer Center at Natrona Heights MA
1604 Burtner Road
Natrona Heights,PA15065
ONCOLOGY SERVICES
28 UPMC Cancer Center at UPMC St Marg MAG
200 Delafield Road
Pittsburgh,PA15215
ONCOLOGY SERVICES
29 UPMC Cancer Center Upper St Clair (MAG)
2000 Oxford Drive STE 500
Bethel Park,PA15102
ONCOLOGY SERVICES
30 UPMC Cancer Center at Monroeville MAG
400 Oxford Drive
Monroeville,PA15146
ONCOLOGY SERVICES
31 UPMC Cancer Center at UPMC Passavant MAG
9100 Babcock Blvd
Pittsburgh,PA15237
ONCOLOGY SERVICES
32 UPMC Mercy Greentree (MHP)
969 Greentree Road
Pittsburgh,PA15220
Outpatient Services & Imaging Services
33 UPMC Mercy Brentwood (MHP)
4190 Brownsville Road
Pittsburgh,PA15227
Outpatient Services
34 UPMC Center for Sports Medicine (MHP)
3200 S Water Street
Pittsburgh,PA15203
Outpatient Services
35 UPMC ST MARGARET
100 DELAFIELD ROAD
PITTSBURGH,PA15215
OUTPATIENT SERVICES
36 UPMC ST MARGARET
1604 BURTNER ROAD
NATRONA HEIGHTS,PA15065
OUTPATIENT SERVICES
37 VASCULAR SURGERY AND VEIN CENTER (SMH)
200 DELAFIELD ROAD STE 4050
PITTSBURGH,PA15215
OUTPATIENT SERVICES
38 UPMC ST MARGARET DERMATOLOGY (SMH)
2585 FREEPORT ROAD STE 204
PITTSBURGH,PA15238
OUTPATIENT SERVICES
39 UPMC NATRONA HEIGHTS MULTISPECIALTY SMH
1800 UNION AVENUE
NATRONA HEIGHTS,PA15065
OUTPATIENT SERVICES
40 GERIATRIC CARE CENTER (SMH)
1215 HULTON ROAD
OAKMONT,PA15139
OUTPATIENT SERVICES
41 THORACIC SURGERY CENTER (SMH)
200 DELAFIELD ROAD STE 4050
PITTSBURGH,PA15215
OUTPATIENT SERVICES
42 WOMANCARE CENTER (HRZ)
875 N HERMITAGE ROAD
HERMITAGE,PA16148
AMBULATORY SERVICES, PHYSICIAN, IMAGING SERVICES
43 MERCER DIAGNOSTICS CENTER (HRZ)
737 GREENVILLE ROAD
MERCER,PA16137
AMBULATORY SERVICES
44 NEW WILMINGTON DIAGNOSTIC CENTER
565 NESHANNOCK DRIVE
NEW WILMINGTON,PA16142
AMBULATORY SERVICES
45 OCCUPATIONAL & ENVIRONMENTAL MEDICINE HR
1980 GREEN STREET
FARRELL,PA16121
AMBULATORY SERVICES
46 OCCUPATIONAL REHABILITATION SERVICES HRZ
2120 LIKENS LANE
FARRELL,PA16121
REHABILITATION SERVICES
47 OCCUPATIONAL REHABILITATION SERVICES HRZ
26 CONNEAUT LAKE ROAD
GREENVILLE,PA16125
REHABILITATION SERVICES
48 REGIONAL CENTER FOR SLEEP DISORDERS HRZ
875 N HERMITAGE ROAD
HERMITAGE,PA16148
AMBULATORY SERVICES
49 GREENVILLE MEDICAL CTR FOR RADIOLOGY HRZ
90 SHENANGO STREET
GREENVILLE,PA16125
IMAGING SERVICES
50 UPMC HORIZON NEW CASTLE ONCOLOGY HRZ
2602 WILMINGTON ROAD STE 101
NEW CASTLE,PA16105
ONCOLOGY SERVICES
51 UPMC HORIZON GREENVILLE ONCOLOGY (HRZ)
103 WOODFIELD DRIVE
GREENVILLE,PA16125
ONCOLOGY SERVICES
52 UPMC HORIZON PARKSIDE ORTHOPEDICS HRZ
1599 N HERMITAGE ROAD
HERMITAGE,PA16148
OUTPATIENT SERVICES
53 UPMC HORIZON PARKSIDE ORTHOPEDICS HRZ
2807 WILMINGTON ROAD
NEW CASTLE,PA16105
OUTPATIENT SERVICES
54 UPMC HORIZON PAIN MANAGEMENT HRZ
30 CONNEAUT LAKE ROAD
GREENVILLE,PA16125
OUTPATIENT SERVICES
55 UPMC Northwest MRI Center (NWH)
1671 ALLEGHENY BLVD
RENO,PA16343
IMAGING SERVICES
56 MAGEE WOMEN'S SPECIALTY SERVICES AT UPMC
1008 SOUTH FIFTH AVENUE STE 203
CLARION,PA16214
IMAGING SERVICES
57 MAGEE WOMEN'S SPECIALTY SERVICES AT UPMC
1310 LIBERTY STREET
FRANKLIN,PA16323
IMAGING SERVICES
58 UPMC NORTHWEST CTR FOR WOUND TREATMENT
6885 US HIGHWAY 322 STE 4
FRANKLIN,PA16323
OUTPATIENT SERVICES
59 CLARION FAMILY PRACTICE (NWH)
22681 ROUTE 68
CLARION,PA16214
OUTPATIENT SERVICES
60 UPMC PASSAVANT-CRANBERRY CAMPUS
3 ST FRANCIS WAY
CRANBERRY TWP,PA16066
OUTPATIENT SERVICES
61 UPMC PASSAVANT-CRANBERRY CAMPUS
20130 ROUTE 19
CRANBERRY TWP,PA16066
OUTPATIENT SERVICES
62 UPMC CENTER FOR WOUND HEALING PASSAVANT
2030 MACKENZIE WAY STE 400
CRANBERRY TWP,PA16066
OUTPATIENT SERVICES
63 UPMC HEART AND VASCULAR INSTITUTE PAS
9365 MCKNIGHT ROAD STE 700
PITTSBURGH,PA15237
OUTPATIENT SERVICES
64 UPMC MCKEESPORT CARDIAC REHABILITATION
2001 LINCOLN WAY
WHITE OAK,PA15131
OUTPATIENT SERVICES
65 CHILDREN'S EAST CHP
4055 MOSSIDE BOULEVARD
MONROEVILLE,PA15146
OUTPATIENT SERVICES
66 CHILDREN'S HOSPITAL WEXFORD
11279 PERRY HWY
WEXFORD,PA15090
OUTPATIENT SERVICES
67 CHILDREN'S HOSPITAL PITTSBURGH
3420 FIFTH AVENUE
PITTSBURGH,PA15237
OUTPATIENT SERVICES
68 UPMC DIGESTIVE HEALTH AND ENDOSCOPY (PUH
1000 INTEGRITY DRIVE STE 110
PITTSBURGH,PA15235
OUTPATIENT SERVICES
69 WESTERN PSYCH INSTITUTE AND CLINIC(puh)
100 N BELLEFIELD AVE
PITTSBURGH,PA15213
OUTPATIENT BEHAVIORAL HEALTH
70 WESTERN PSYCH INSTITUTE AND CLINIC PUH
1011 BINGHAM STREET
PITTSBURGH,PA15203
OUTPATIENT BEHAVIORAL HEALTH
71 WESTERN PSYCH INSTITUTE AND CLINIC PUH
1835 CENTRE AVENUE
PITTSBURGH,PA15219
OUTPATIENT BEHAVIORAL HEALTH
72 WESTERN PSYCH INSTITUTE AND CLINIC PUH
2599 WEXFORD BAYNE ROAD STE 1000
SEWICKLEY,PA15143
OUTPATIENT BEHAVIORAL HEALTH
73 WESTERN PSYCH INSTITUTE AND CLINIC PUH
300 HALKET STREET
PITTSBURGH,PA15213
OUTPATIENT BEHAVIORAL HEALTH
74 WESTERN PSYCH INSTITUTE AND CLINIC PUH
310 FISK STREET
PITTSBURGH,PA15201
OUTPATIENT BEHAVIORAL HEALTH
75 WESTERN PSYCH INSTITUTE AND CLINIC PUH
3501 FORBES AVENUE
PITTSBURGH,PA15213
OUTPATIENT BEHAVIORAL HEALTH
76 WESTERN PSYCH INSTITUTE AND CLINIC PUH
378 BURROWS STREET
PITTSBURGH,PA15213
OUTPATIENT BEHAVIORAL HEALTH
77 UPMC PRESBYTERIAN SHADYSIDE
4055 MONROEVILLE BLVD
MONROEVILLE,PA15146
OUTPATIENT BEHAVIORAL HEALTH
78 WESTERN PSYCH INSTITUTE AND CLINIC PUH
4117 LIBERTY AVENUE
PITTSBURGH,PA15224
OUTPATIENT BEHAVIORAL HEALTH
79 WESTERN PSYCH INSTITUTE AND CLINIC PUH
6714 KELLY STREET
PITTSBURGH,PA15208
OUTPATIENT BEHAVIORAL HEALTH
80 UPMC HAMOT CARDIAC FITNESS CENTER
3330 PEACH STREET
ERIE,PA16508
OUTPATIENT SERVICES
81 HEART AND VASCULAR INSTITUTE
120 EAST 2ND STREET
ERIE,PA16507
OUTPATIENT SERVICES
82 IMAGING CENTER AT STERLING SQUARE
3406 PEACH STREET
ERIE,PA16508
IMAGING SERVICES
83 UPMC HAMOT WOMEN'S IMAGING
104 EAST 1ST STREET
ERIE,PA16507
OUTPATIENT SERVICES
84 UPMC HAMOT SLEEP DISORDERS CENTER
4022 ZUCK RD
ERIE,PA16506
OUTPATIENT SERVICES
85 UPMC HAMOT SPORTS MEDICINE
100 PEACH STREET
ERIE,PA16507
OUTPATIENT SERVICES
86 UPMC HAMOT INFUSION CENTER
215 HOLLAND ST
ERIE,PA16507
OUTPATIENT SERVICES
87 GREAT LAKES HOME HEALTHCARE
1700 PEACH STREET
ERIE,PA16501
OUTPATIENT SERVICES
88 GREAT LAKES HOSPICE
1700 PEACH STREET
ERIE,PA16501
OUTPATIENT SERVICES
89 UPMC CANCER CENTER INDIANA (EAST)
850 HOSPITAL RD
INDIANA,PA15701
ONCOLOGY SERVICES
90 UPMC CANCER CENTER JEFFERSON (MAG)
1907 LEBANON CHURCH RD
WEST MIFFLIN,PA15122
ONCOLOGY SERVICES
91 UPMC CANCER CENTER UNIONTOWN (MCK)
100 WOODLAWN AVE STE 300
UNIONTOWN,PA15401
ONCOLOGY SERVICES
92 JOHN P MURTHA REGIONAL CANCER CENTER
337 SOMERSET ST
JOHNSTOWN,PA15901
ONCOLOGY SERVICES
93 UPMC BEDFORD ORTHOPEDICS
249 HOSPITAL DRIVE STE 1
EVERETT,PA15537
OUTPATIENT SERVICES
94 UPMC MERCY SOUTH SIDE
2000 MARY STREET
PITTSBURGH,PA15203
OUTPATIENT SERVICES
Schedule H (Form 990) 2013
Schedule H (Form 990) 2013
Page
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
Part V Facility Information Section B Lines 1-8 Responses for Part V Section B apply to all hospital facilities disclosed in Part V Section A. Although all responsible for Part V Section B Questions 1-8 are the same for all hospital facilities, a separate CHNA was conducted for each hospital facility.
Part V Facility Information Section B Lines 9 - 22 Responses for Part V Section B question 9-22 apply to all hospital facilities listed in Part V Section A.
PART V Facility Information Section B Line 3 See Responses to Part VI, Lines 2,4 & 5; These disclosures apply consistently to all hospital facilities on the UPMC Group 990.
Part V Facility Information Section B Line 5A WEBSITE FOR CHNA http://www.upmc.com/about/community-commitment/Pages/community-health-need s-assessment.aspx
Schedule H (Form 990) 2013
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UPMC GROUP
 
Employer identification number
20-8295721
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) A GLIMMER OF HOPE
PO BOX 908
WEXFORD,PA15090
25-1627978 501(c)(3) 15,000       Charitable Donation
(2) ACHMA COLLEGE FOR BEHAVIORAL HLTH LEADER
7804 Loma del Norte Rd NE
Albuquerque,NM87109
77-0588145 501(c)(3) 8,500       Charitable Donation
(3) ADAGIO HEALTH INC
900 PENN AVE
PITTSBURGH,PA15222
23-7104168 501(c)(3) 10,000       Charitable Donation
(4) ADVISORY BOARD ON AUTISM AND RELATED DIS
35 WILSON ST
PITTSBURGH,PA15223
25-1760214 501(c)(3) 8,500       Autism Support
(5) ALL AMERICAN BASEBALL CENTER
9100 Commerce Cir
Trafford,PA15085
99-9999999 n/a 8,000       Charitable Donation
(6) ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT
11 Stanwix Street
17th Floor
Pittsburgh,PA15222
25-0965213 501(c)(3) 297,500       Community Devel
(7) ALLEGHENY COUNTY
One Smithfield Street
Suite 100
Pittsburgh,PA15222
25-6001017 GOVERNMENT 7,550       Charitable Donation
(8) AMERICAN CANCER SOCIETY INC
250 Williams Street NW
Atlanta,GA30303
13-1788491 501(c)(3) 250,575       Cancer Research
(9) AMERICAN DIABETES ASSOCIATION
100 W Station Square Dr
Pgh,PA15219
13-1623888 501(c)(3) 52,500       Diabetes Research
(10) AMERICAN HEART ASSOCIATION
777 PENN AVE
SUITE 200
PITTSBURGH,PA15235
13-5613797 501(c)(3) 40,577       Heart Disease Research
(11) AMERICAN RED CROSS
225 Blvd of the Allies
Pittsburgh,PA15222
25-0965231 501(c)(3) 16,150       Charitable Donation
(12) ANIMAL FRIENDS
562 Camp Horne Road
Pittsburgh,PA15237
25-0951565 501(c)(3) 102,600       Charitable Donation
(13) ANIMAL RESCUE LEAGUE
6620 Hamilton Avenue
Pittsburgh,PA15206
25-0325750 501(c)(3) 7,000       Charitable Donation
(14) ARTHRITIS FOUNDATION
790 HOLIDAY DRIVE
PITTSBURGH,PA15220
25-0983073 501(c)(3) 77,750       Arthritis Research
(15) ATTACK THEATRE INC
2425 LIBERTY AVE
PITTSBURGH,PA15222
20-1909284 501(c)(3) 10,000       Charitable Donation
(16) AUTISM SPEAKS
8035 MCKNIGHT ROAD
SUITE 301
PITTSBURGH,PA15237
20-2329938 501(c)(3) 11,750       Autism Research
(17) BLOOMFIELD LITTLE ITALY DAYS INC
2549 Penn Ave
Pittsburgh,PA15222
46-0691769 n/a 10,000       Charitable Donation
(18) BOROUGH OF GREENVILLE
125 Main St
Greenville,PA16125
25-6000376 government 35,000       Charitable Donation
(19) BOYS AND GIRLS CLUBS OF WESTERN PA
630 Washington Ave
Carnegie,PA151062899
25-1206970 501(c)(3) 15,700       Community Devel
(20) CANCER CARING CENTER
4117 LIBERTY AVE
PITTSBURGH,PA15224
25-1547942 501(c)(3) 12,500       Cancer Support
(21) CARNEGIE INSTITUTE
4400 FORBES AVE
PITTSBURGH,PA15213
25-0965280 501(c)(3) 64,500       Educational
(22) CATHOLIC CHARITITES OF DIOCESE OF PGH
212 NINTH ST
PITTSBURGH,PA15222
25-1326213 501(c)(3) 20,000       Charitable Donation
(23) CENTRAL NEW DEVELOPMENT CORPORATION
2200 Wylie Ave
Pittsburgh,PA15219
25-1804230 501(c)(3) 15,000       Charitable Donation
(24) CHILDRENS HOSPITAL OF PGH FOUNDATION
4401 Penn Ave
Pittsburgh,PA15224
25-1865744 501(c)(3) 181,606       Charitable Donation
(25) CHILDRENS MUSEUM OF PGH
4401 Penn Avenue
Pittsburgh,PA152241342
25-1379704 501(c)(3) 6,000       Community Devel
(26) CHRISTINE SAPIENZA COLON CANCER FND
8330 Boone Blvd
Suite 450
Vienna,VA22182
27-1151647 501(c)(3) 10,000       Cancer Support
(27) CITY OF FARRELL
500 Roemer Blvd
Farrell,PA16121
25-6000858 government 35,000       Community Devel
(28) CITY THEATRE
1300 Bingham St
Pittsburgh,PA15203
25-1554580 501(c)(3) 20,000       Charitable Donation
(29) CIVIC LIGHT OPERA ASSOC OF GREATER PGH
719 LIBERTY AVE
6TH FLOOR
PITTSBURGH,PA15222
25-6000890 501(c)(3) 24,500       Community Devel
(30) CLAYTON KENDALL PROMOTIONAL MARKETING
167 DEXTER DRIVE
Monroeville,PA15146
25-1472222 n/a 12,946       Charitable Donation
(31) COMMUNITY COLLEGE OF ALLEGHENY COUNTY
8701 Perry Hwy
Pittsburgh,PA15237
25-6075057 government 11,000       Educational
(32) COMMUNITY HUMAN SERVICES CORP
374 LAWN ST
PITTSBURGH,PA15213
25-1219610 501(c)(3) 18,614       Charitable Donation
(33) COMMUNITY LIVER ALLIANCE
612 Shady Oak Ct
Mars,PA16046
46-1909171 501(c)(3) 55,000       Liver Disease Spt
(34) COMMUNITY OUTREACH
416 Lincoln Ave
Pittsburgh,PA15209
25-1402188 501(c)(3) 59,178       Community Devel
(35) CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD
SUITE 200
BETHESDA,MD20814
25-1155227 501(c)(3) 11,000       Cystic Fibrosis Rsch
(36) DAPPER DAN CHARITIES
34 Blvd OF THE ALLIES
PITTSBURGH,PA15222
23-7216540 501(c)(3) 32,500       Charitable Donation
(37) DELTA FOUNDATION OF PITTSBURGH
911 Galveston Ave
Pittsburgh,PA15233
23-2874576 501(c)(3) 25,000       Charitable Donation
(38) DOLLAR ENERGY FUND INC
PO Box 42329
Pittsburgh,PA15203
25-1442933 501(c)(3) 12,740       Charitable Donation
(39) EAST END COOPERATIVE MINISTRY
250 N HIGHLAND AVE
PITTSBURGH,PA15206
23-1722988 501(c)(3) 18,614       Charitable Donation
(40) EAST LIBERTY FAMILY
6023 HARVARD ST
PITTSBURGH,PA15206
25-1417228 501(c)(3) 91,250       Charitable Donation
(41) EPILEPSY FOUNDATION WESTERN CENTRAL PA
1501 REEDSDALE ST
PITTSBURGH,PA15233
23-7241930 501(c)(3) 31,000       Epilepsy Research
(42) ERIE COMMUNITY FOUNDATION
459 WEST SIXTH ST
ERIE,PA16507
25-6032032 501(c)(3) 5,500       Community Devel
(43) EYE AND EAR FOUNDATION
203 Lothrop St
Suite 251
Pittsburgh,PA15213
25-1439732 501(c)(3) 6,000       Charitable Donation
(44) FAMILY GUIDANCE INC
307 DUFF ROAD
SEWICKLEY,PA15143
25-1128116 501(c)(3) 20,000       Charitable Donation
(45) FAMILY HOSPICE AND PALLIATIVE CARE
50 MOFFETT STREET
n/a
PITTSBURGH,PA152435243
25-1529649 501(c)(3) 7,100       Charitable Donation
(46) FAMILY HOUSE INC
242 MCKEE PLACE
PITTSBURGH,PA15213
25-1519959 501(c)(3) 131,000       Temporary Housing
(47) FAMILY RESOURCES
141 S HIGHLAND AVE
PITTSBURGH,PA15206
25-0728060 501(c)(3) 10,000       Community Devel
(48) FAMILY SERVICES OF WPA
3230 WILLIAM PITT WAY
PITTSBURGH,PA15238
25-0965341 501(c)(3) 6,500       Charitable Donation
(49) FARRELL AREA SCHOOL DISTRICT
1600 Roemer Blvd
Farrell,PA16121
76-4325097 government 35,035       Educational
(50) FAYETTE EMS
102 W Crawford Ave
Connellsville,PA15425
25-1404399 501(c)(3) 10,000       Charitable Donation
(51) FRATERNAL ASSOC OF PROF PARAMEDICS
PO Box 8454
Pittsburgh,PA15220
25-1368007 501(c)(3) 6,000       Emergency Medicine
(52) GATEWAY MEDICAL SOCIETY
1835 Centre Ave
Pittsburgh,PA15219
02-0704699 501(c)(3) 10,000       Charitable Donation
(53) GIRLS HOPE OF PGH INC
1020 STATE ST
BADEN,PA15005
25-1625524 501(c)(3) 7,500       Charitable Donation
(54) GOODWILL OF SOUTHWESTERN PA INC
118 52nd Street
Pittsburgh,PA15201
25-1098928 501(C)(3) 6,350       Charitable Donation
(55) GREATER PGH COMMUNITY FOOD BANK
1601 Brighton Rd
Pittsburgh,PA15212
25-1420599 501(c)(3) 11,667       Community Devel
(56) GREENVILLE AREA SCHOOL DISTRICT
9 Donation Road
Greenville,PA16125
25-6011926 government 35,200       Educational
(57) GWENS GIRLS
7230 MCPHERSON BLVD
PITTSBURGH,PA15208
75-3114136 501(c)(3) 5,250       Charitable Donation
(58) HAMOT HEALTH FOUNDATION
300 STATE ST
ERIE,PA16507
25-1400999 501(c)(3) 15,000       support hth care sys
(59) HERITAGE HEALTH FOUNDATION INC
820 Braddock Avenue
Braddock,PA15104
25-1442838 501(c)(3) 13,372       support hth care sys
(60) HILL HOUSE ASSOC
1835 Centre Ave
PITTSBURGH,PA15219
25-1146128 501(c)(3) 26,000       Charitable Donation
(61) HISTORICAL SOCIETY OF WESTERN PA
1810 FUNSTON AVE
PITTSBURGH,PA15235
25-6089948 501(c)(3) 32,000       Community Devel
(62) JAMESON HEALTHCARE FOUNDATION
1211 Wilmington Ave
New Castle,PA16105
25-1536037 501(c)(3) 5,750       support hth care sys
(63) JEWISH FEDERATION OF GREATER PITTSBURGH
234 McKee Place
Pittsburgh,PA15213
25-1017602 501(c)(3) 25,000       Community Devel
(64) JOURNEY TO NORMAL INC
420 Duke Ct
Gibsonia,PA150447803
45-4147165 501(c)(3) 10,000       Charitable Donation
(65) JUNIOR ACHIEVEMENT
1 Education Way
Colorado Springs,CO80906
25-0983059 501(c)(3) 8,400       Educational
(66) JUVENILE DIABETES RESEARCH FOUNDATION
960 PENN AVE
SUITE 1000
PITTSBURGH,PA15222
23-1907729 501(c)(3) 45,050       Juvenile Diabetes Research
(67) LADIES HOSPITAL AID SOCIETY
200 LOTHROP STREET
PITTSBURGH,PA15213
23-7257527 501(c)(3) 240,000       Support Hth Care Sys
(68) LEECH TISHMAN FUSCALDO AND LAMPL LLC
525 William Penn Pl
Pittsburgh,PA15219
25-1739882 n/a 10,000       Charitable Donation
(69) LEUKEMIA AND LYMPHOMA SOCIETY
1311 Mamaroneck Ave
Ste 310
White Plains,NY10605
13-5644916 501(c)(3) 24,975       Leukemia & Lymphoma
(70) LIVE FREE FOUNDATION
2375 LAKE DEBRA DR
STE 724
ORLANDO,FL32835
27-1447865 501(C)(3) 20,000       Charitable Donation
(71) LUMINARI INC
219 RICHLAND LN
PITTSBURGH,PA15208
26-4196781 501(c)(3) 15,000       Charitable Donation
(72) Magee Women's Research Institute & Fdn
3339 Ward St
Pittsburgh,PA15213
25-1462312 501(c)(3) 121,000       Support Hth Care Sys
(73) MARCH OF DIMES
5168 Campbells Run Rd
Pittsburgh,PA15205
13-1846366 501(c)(3) 7,500       Charitable Donation
(74) MARIO LEMIEUX FOUNDATION
816 Fifth Avenue
6th Floor
Pittsburgh,PA15219
23-1708231 501(c)(3) 69,000       Charitable Donation
(75) MATTRESS FACTORY LTD
500 Sampsonia Way
Pittsburgh,PA15212
25-1338941 501(c)(3) 10,000       Charitable Donation
(76) MCKEESPORT HOSPITAL FND
1500 FIFTH AVE
MCKEESPORT,PA15132
25-1380418 501(c)(3) 7,300       Support Hth Care Sys
(77) Heritage Valley Beaver Foundation
420 Rouser Road
Moon Township,PA15108
25-1441516 501(c)(3) 50,000       Support Hth Care Sys
(78) MEDICAL EQUIPMENT RECYCLING PROGRAM
110 NORTH MAIN ST
GREENVILLE,PA16125
25-1501823 501(c)(3) 127,618       Charitable Donation
(79) MENTAL HEALTH AMERICA ALLEGHENY CO
100 SHERIDAN SQUARE
PITTSBURGH,PA15206
25-1070248 501(c)(3) 5,500       Mental Health Spt
(80) MENTORING PARTNERSHIP OF SOUTHWESTERN PA
1901-15 CENTRE AVE
PITTSBURGH,PA15219
23-2876447 501(c)(3) 27,500       Charitable Donation
(81) MIGHTY PENGUINS SLED HOCKEY INC
123 DUNEDIN DR
CHESWICK,PA15024
25-5095701 501(c)(3) 20,000       Charitable Donation
(82) MON YOUGH CHAMBER OF COMMERCE
201 LYSE BLVD
MCKEESPORT,PA15132
23-2917105 501(c)(6) 5,350       Charitable Donation
(83) MONROEVILLE AREA CHAMBER OF COMMERCE
2790 MOSSIDE Blvd
MONROEVILLE,PA15146
25-1293687 501(c)(6) 9,125       Charitable Donation
(84) MUNICIPALITY OF MONROEVILLE
2700 MONROEVILLE BLVD
MONROEVILLE,PA15146
25-6004094 government 10,500       Community Devel
(85) NAMI SOUTHWESTERN PA
4721 MCKNIGHT RD
SUITE 216 SOUTH BLDG
PITTSBURGH,PA15237
25-1477291 501(c)(3) 41,000       Charitable Donation
(86) NATIONAL KIDNEY FOUNDATION INC
30 East 33rd Street
New York,NY10016
13-1673104 501(c)(3) 22,400       Kidney Disease Res
(87) NATL ASSOC ADVANCEMENT OF COLORED PEOPLE
2203 Wylie Ave
Pittsburgh,PA15219
25-6086867 501(c)(3) 10,000       Charitable Donation
(88) NATL OVARIAN CANCER COALITION
6507 WILKINS AVE
PITTSBURGH,PA15217
65-0628064 501(c)(3) 22,500       Ovarian Cancer Aware
(89) NEGRO EDUCATIONAL EMERGENCY DRIVE
332 Fifth Avenue
First Floor
Pittsburgh,PA15222
25-6070821 501(c)(3) 25,000       Educational
(90) NELLIGAN SPORTS MARKETING INC
150 CLOVE RD
LITTLE FALLS,NJ07661
22-3659064 n/a 19,000       Charitable Donation
(91) OAKLAND BUSINESS IMPROVEMENT DISTRICT
235 Atwood St
Pittsburgh,PA15213
25-6000879 501(c)(6) 77,000       Charitable Donation
(92) OPERA THEATER OF PGH INC
PO BOX 11018
Pittsburgh,PA15232
25-1342994 501(C)(3) 20,000       Charitable Donation
(93) OREF
6300 N RIVER RD
SUITE 700
ROSEMONT,IL600198839
36-6009467 501(c)(3) 10,000       Charitable Donation
(94) OUR HEARTS TO YOUR SOLES
1704 Chestnut Ct
SEWICKLEY,PA15143
43-2063268 501(c)(3) 10,000       Charitable Donation
(95) PA BREAST CANCER COALITION
2397 Quentin Rd
Suite B
LEBANON,PA17042
25-1722323 501(c)(3) 7,500       Breast Cancer Aware
(96) PA HEALTH CARE QUALITY ALLIANCE
PO BOX 15896
PHILADELPHIA,PA19103
26-3850733 501(c)(3) 25,000       Support Hth Care Sys
(97) PA MEDICAL SOCIETY
777 E Park Dr
HARRISBURG,PA171058820
23-1511600 501(c)(3) 5,470       Charitable Donation
(98) PA STATE NURSES ASSOCIATION
3605 Vartan Way
Harrisburg,PA17110
23-0961200 501(c)(3) 25,000       Charitable Donation
(99) PARENT ED AND ADVOCACY LEADERSHIP CENTER
1119 PENN AVE
STE 400
PITTSBURGH,PA15222
20-2943378 501(c)(3) 5,500       Charitable Donation
(100) PASSAVANT HOSPITAL FOUNDATION
9100 BABCOCK BOULEVARD
PITTSBURGH,PA15237
25-1407815 501(c)(3) 137,500       Support Hth Care Sys
(101) PAUL CHRYST FOOTBALL CAMP LLC
3450 South Water St
PITTSBURGH,PA15203
45-5357733 n/a 7,500       Charitable Donation
(102) PENNSYLVANIA RESOURCE COUNCIL
64 S 14TH STREET
PITTSBURGH,PA15203
23-6403971 501(c)(3) 10,000       Charitable Donation
(103) PEOPLES OAKLAND
3433 BATES ST
PITTSBURGH,PA15213
23-7407933 501(c)(3) 7,500       Charitable Donation
(104) PERSAD CENTER INC
5150 Penn Ave
PITTSBURGH,PA15224
25-1234680 501(c)(3) 40,000       Charitable Donation
(105) PHILADELPHIA UNIVERSITY
402 HENRY AVE
PHILADELPHIA,PA19144
23-1352294 501(c)(3) 25,000       Educational
(106) PITTSBURGH AIDS TASK FORCE
5913 PENN AVE
PITTSBURGH,PA15206
25-1537128 501(c)(3) 7,550       Charitable Donation
(107) PITTSBURGH BALLET THEATRE INC
2900 Liberty Ave
PITTSBURGH,PA15201
23-7101094 501(c)(3) 29,000       Charitable Donation
(108) PITTSBURGH BRANCH NAACP
2203 WYLIE AVE
Pittsburgh,PA15219
25-6086867 501(c)(3) 10,000       Charitable Donation
(109) PITTSBURGH CYCLING PERFORMANCE
311 DELL AVENUE
PITTSBURGH,PA15216
25-1790210 501(c)(3) 6,000       Charitable Donation
(110) PITTSBURGH FILMMAKERS
477 MELWOOD AVE
Pittsburgh,PA15213
25-1229210 501(c)(3) 5,050       Charitable Donation
(111) PITTSBURGH IRISH AND CLASSICAL THEATRE
PO BOX 23607
PITTSBURGH,PA15222
23-2874694 501(c)(3) 10,000       Charitable Donation
(112) PITTSBURGH OPERA
2425 Liberty Ave
Pittsburgh,PA15222
25-1073139 501(c)(3) 8,750       Charitable Donation
(113) PITTSBURGH PUBLIC SCHOOLS
515 N HIGHLAND AVENUE
Pittsburgh,PA15206
25-1157808 501(c)(3) 5,562       Educational
(114) PITTSBURGH SOCIAL VENTURE PARTNERS
PO Box 95
ALLISON PARK,PA15101
25-1893152 501(c)(3) 17,500       Charitable Donation
(115) PITTSBURGH STEELWHEELERS
83 Westminster Pl
PITTSBURGH,PA15209
25-1358502 501(c)(3) 30,000       Charitable Donation
(116) PITTSBURGH SYMPHONY
600 PENN AVENUE
Pittsburgh,PA15222
25-0986052 501(c)(3) 27,500       Charitable Donation
(117) PITTSBURGH THREE RIVERS MARATHON
310 GRANT ST
PITTSBURGH,PA15219
26-2524046 501(c)(3) 12,000       Charitable Donation
(118) PITTSBURGH TRUST FOR CULTURAL RESOURCES
803 LIBERTY AVE
PITTSBURGH,PA15222
25-1469002 501(c)(3) 42,500       Charitable Donation
(119) PITTSBURGH WINE FESTIVAL LLC
1 PNC CTR
PITTSBURGH,PA15222
20-3730209 n/a 50,000       Charitable Donation
(120) PLUM RUNNING MUSTANGS ALUMNI ASSOC
Po Box 114091
PITTSBURGH,PA15239
26-0370751 501(c)(3) 6,000       Charitable Donation
(121) POISE FOUNDATION
2228 WYLIE AVE
Pittsburgh,PA15219
25-1303426 501(c)(3) 12,450       Charitable Donation
(122) PRESQUE ISLE PARTNERSHIP
301 PENNINSULA DR
SUITE 2
ERIE,PA16505
25-1737521 501(c)(3) 15,000       Charitable Donation
(123) QUANTUM THEATRE
218 N HIGHLAND AVE
PITTSBURGH,PA15206
25-1760895 501(c)(3) 10,000       Charitable Donation
(124) REHABILITATION AND COMMUNITY PROV ASSOC
2101 N FRONT ST
BLDG 3 STE 200
HARRISBURG,PA17110
22-2839539 501(c)(3) 9,000       Community Devel
(125) RENEE WRIGHT (DBA CHILDREN 2 CHAMPIONS)
PO BOX 99636
PITTSBURGH,PA15233
74-3225384 501(c)(3) 10,500       Charitable Donation
(126) RONALD MCDONALD HOUSE CHARITIES PGH
451 44TH ST
PENTHOUSE F
PITTSBURGH,PA15201
25-1320272 501(c)(3) 15,000       Charitable Donation
(127) Service Access Management
19 North Sixth Street
Suite 300
READING,PA19601
23-2897133 501(c)(3) 21,732       Charitable Donation
(128) SHADYSIDE CHAMBER OF COMMERCE
5541 WALNUT ST
PITTSBURGH,PA15232
25-1373067 501(c)(6) 5,350       Charitable Donation
(129) SILK SCREEN ASIAN AMERICAN
424 SOUTH 27TH ST
Pittsburgh,PA15203
20-2602704 501(c)(3) 25,000       Charitable Donation
(130) SMART FUTURES
401 Wood St
Ste 902
PITTSBURGH,PA15222
30-0263715 501(c)(3) 20,000       Charitable Donation
(131) SOUTH SIDE CHAMBER OF COMMERCE
1100 E Carson Street
Pittsburgh,PA15203
25-1188530 501(c)(6) 7,500       Community Devel
(132) SOUTHPOINTE GOLF CLUB
360 Southpointe Blvd
CANONSBURG,PA15317
25-1693387 501(c)(7) 23,927       Charitable Donation
(133) ST ANTHONY CHARITABLE FOUNDATION
2000 Corporate Drive
Suite 580
WEXFORD,PA15090
25-0986055 501(c)(3) 10,000       Charitable Donation
(134) ST MARGARET FOUNDATION
815 FREEPORT ROAD
PITTSBURGH,PA15215
25-1520340 501(c)(3) 6,000       Charitable Donation
(135) ST PAUL HOMES
339 E Jamestown Rd
GREENVILLE,PA16125
25-0773080 501(c)(3) 5,500       Charitable Donation
(136) SUSAN G KOMEN PITTSBURGH AFFILIATE
1133 S Braddock Ave
PITTSBURGH,PA15218
75-1835298 501(c)(3) 43,000       Cancer Awareness
(137) T CONN SPORTS INC
528 Skyline Drive
BELLE VERNON,PA15012
22-3902543 n/a 15,335       Charitable Donation
(138) THE AMERICAN IRELAND FUND
1133 Prospect Road
Pittsburgh,PA15227
25-1306992 501(c)(3) 20,000       Charitable Donation
(139) THE CHAMBER OF COMMERCE INC
5000 BROOKTREE RD
SUITE 100
WEXFORD,PA15090
25-1374594 501(c)(3) 10,000       Charitable Donation
(140) THE FIRST TEE OF PITTSBURGH
5370 Schenley Drive
PITTSBURGH,PA15217
01-0867393 501(c)(3) 25,000       Charitable Donation
(141) THE MIDWIFE CENTER FOR BIRTH AND WOMENS
2825 PENN AVE
Pittsburgh,PA15222
25-1864282 501(c)(3) 7,500       Charitable Donation
(142) THE MIRACLE LEAGUE OF SOUTHWESTERN PA
310 Deemers Dr
CRANBERRY TWP,PA16066
26-1774863 501(c)(3) 30,150       Charitable Donation
(143) THE NATIONAL PANCREAS FOUNDATION
217 Commonwealth Ave
BOSTON,MA02116
23-2935929 501(c)(3) 10,000       Charitable Donation
(144) THE PITTSBURGH FOUNDATION
5 PPG PLACE
PITTSBURGH,PA15222
25-0965466 501(c)(3) 5,750       Charitable Donation
(145) THE UNITED WAY
1250 PENN AVENUE
Pittsburgh,PA15230
25-1043578 501(c)(3) 389,975       Charitable Donation
(146) THE WOMEN GIRLS FND OF SOUTHWESTERN PA
100 W STATION SQ DR
PITTSBURGH,PA15219
74-3055311 501(c)(3) 22,000       Charitable Donation
(147) THELMA LOVETE YMCA
2114 Centre Avenue
PITTSBURGH,PA15219
27-2990653 501(c)(3) 15,000       Charitable Donation
(148) THIEL COLLEGE
75 COLLEGE AVE
OFFICE OF ADMIN
GREENVILLE,PA161252181
25-0965576 501(c)(3) 6,000       Educational
(149) THREE RIVERS ADAPTIVE SPORTS
PO BOX 38235
PITTSBURGH,PA15238
25-1606744 n/a 7,000       Charitable Donation
(150) THREE RIVERS ROWING ASSOC
300 WATERFRONT DR
Pittsburgh,PA15222
25-1544798 501(c)(3) 20,500       Charitable Donation
(151) TURTLE CREEK VALLEY COG
723 Braddock Avenue
BRADDOCK,PA15104
25-1250510 501(c)(3) 10,000       Charitable Donation
(152) UNIVERSITY OF PITTSBURGH
4200 Fifth Avenue
PITTSBURGH,PA15260
25-0965591 501(c)(3) 12,857,053       Educational
(153) UPMC ALTOONA FOUNDATION
620 Howard Ave
ALTOONA,PA16601
23-1352155 501(c)(3) 6,200       Support Hth Care Sys
(154) UPMC HORIZON FOUNDATION
600 Grant St
Fl 58
PITTSBURGH,PA15219
25-0523970 501(c)(3) 45,963       Support Hth Care Sys
(155) The Heritage Shadyside
310 Fisk street
Pittsburgh,PA15201
02-0614185 501(c)(3) 30,000       Support Hth Care Sys
(156) UPTOWN PARTNERS OF PITTSBURGH
PO BOX 53074
Pittsburgh,PA15219
54-0560925 501(c)(3) 20,000       Charitable Donation
(157) URBAN LEAGUE OF Pittsburgh
610 Wood St
PITTSBURGH,PA15222
25-0965592 501(c)(3) 25,700       Charitable Donation
(158) VOLUNTEERS OF AMERICA
1650 Main Street
Pittsburgh,PA152152646
23-1932916 501(c)(3) 10,000       Charitable Donation
(159) WESLEY SPECTRUM SERVICES
221 PENN AVE
Pittsburgh,PA15221
25-1686715 501(c)(3) 7,500       Charitable Donation
(160) WESTERN PENNSYLVANIA CONSERVANCY
800 Waterfront Dr
PITTSBURGH,PA15222
25-1053485 501(c)(3) 35,000       Charitable Donation
(161) Western Psychiatric Institute
600 Grant St
Fl 58
Pittsburgh,PA15219
25-1804746 501(c)(3) 35,000       Support Hth Care Sys
(162) WHC GLOBAL HEALTH INC
72 Fair Oaks Dr
Pittsburgh,PA15238
46-4792408 n/a 27,500       Charitable Donation
(163) WOODLANDS FOUNDATION
134 SHENOT ROAD
WEXFORD,PA15090
25-1818538 501(c)(3) 6,000       Charitable Donation
(164) WORLD VISION INC
210 Overlook Drive
SEWICKLEY,PA15143
95-1922279 501(c)(3) 15,000       Charitable Donation
(165) WPIAL
615 IRON CITY DR
PITTSBURGH,PA15205
23-1382410 501(c)(3) 9,992       Charitable Donation
(166) WRECKING CREW MEDIA LLC
209 9TH STREET
SUITE 800
PITTSBURGH,PA15222
26-0593998 n/a 6,750       Charitable Donation
(167) YMCA
420 FT DUQUESNE BLVD
PITTSBURGH,PA15222
25-0969497 501(c)(3) 36,500       Charitable Donation
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
150
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
17
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Part 1 Line 2 It is the policy of UPMC to contribute financial support to tax exempt organizations and agencies that support the upmc mission and strengthen the health and quality of life of those who live and work in the communities we serve. UPMC makes certain support payments to the University of Pittsburgh (EIN 25-0965591) under an affiliation agreement between the two organizations for the purpose of furthering their joint educational and research mission. The total of this support for the Fiscal Year ending June 30, 2014 inclusive of amounts reported above and inclusive of amounts paid by all UPMC entities is in excess of $182M.
Schedule I (Form 990) 2013


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)David Baer MDBoard Member (i)
(ii)
210,428
0
11,624
0
3,154
0
18,210
0
18,323
0
261,739
0
0
0
(2)Beth Clark DOBoard Member (i)
(ii)
144,716
0
17,780
0
330
0
6,551
0
6,624
0
176,001
0
0
0
(3)George Fleming MD R 92613Board Member (i)
(ii)
342,717
0
0
0
625
0
17,850
0
16,989
0
378,181
0
0
0
(4)Christopher Samuel MD E 92613Board Member (i)
(ii)
500,790
0
0
0
1,422
0
17,850
0
15,054
0
535,116
0
0
0
(5)Mario WilfongCFO and VP Admin (i)
(ii)
108,437
0
20,600
0
204
0
7,855
0
15,985
0
153,081
0
0
0
(6)Roger P WinnPresident (i)
(ii)
198,933
0
150,000
0
19,898
0
59,098
0
18,613
0
446,542
0
16,250
0
(7)Candi Castleberry-SingletonBoard Vice Chair (i)
(ii)
251,338
0
130,000
0
5,994
0
17,709
0
15,574
0
420,615
0
4,900
0
(8)Tamra MinnierBoard Member (i)
(ii)
296,183
0
260,000
0
91,252
0
65,374
0
14,076
0
726,885
0
85,810
0
(9)Douglas GarretsonPresident (i)
(ii)
202,723
0
96,000
0
1,997
0
17,645
0
13,843
0
332,208
0
144
0
(10)Donald GoodmanTreasurer and CFO (i)
(ii)
165,156
0
51,500
0
778
0
15,563
0
16,535
0
249,532
0
0
0
(11)Thomas Gronow R 5914Board Chair (i)
(ii)
162,616
0
75,000
0
264
0
6,078
0
7,580
0
251,538
0
0
0
(12)Thomas Inglesby MDBoard Chair and Pres (i)
(ii)
350,564
0
0
0
0
0
0
0
91,147
0
441,711
0
0
0
(13)Anita CiceroBoard Member, Sec and Treas (i)
(ii)
325,944
0
0
0
1,093
0
17,850
0
3,626
0
348,513
0
0
0
(14)Nicholas BarcellonaTreasurer and CFO (i)
(ii)
147,597
0
90,000
0
240
0
12,223
0
17,202
0
267,262
0
0
0
(15)Christopher A GessnerPresident (i)
(ii)
341,292
0
300,000
0
20,603
0
60,615
0
17,432
0
739,942
0
15,050
0
(16)Kimberly MosesSecretary (i)
(ii)
120,372
0
35,000
0
363
0
5,652
0
4,009
0
165,396
0
0
0
(17)James GavinPresident (i)
(ii)
265,163
0
239,734
0
35,949
0
51,626
0
20,835
0
613,307
0
28,360
0
(18)James GiammarcoChief Financial Officer (i)
(ii)
148,993
0
81,000
0
734
0
15,732
0
9,843
0
256,302
0
0
0
(19)Claudia Roth PhDBoard Member (i)
(ii)
305,929
0
240,000
0
48,866
0
55,970
0
10,988
0
661,753
0
23,274
0
(20)Stacey Armstrong R 63014Vice President (i)
(ii)
174,161
0
45,000
0
535
0
14,431
0
14,978
0
249,105
0
0
0
(21)Randall Kolb MDBoard Member and President (i)
(ii)
183,947
0
13,362
0
712
0
15,640
0
15,145
0
228,806
0
0
0
(22)Robert BlosatBoard Member, VP and COO (i)
(ii)
353,990
0
250,000
0
15,916
0
75,244
0
20,806
0
715,956
0
0
0
(23)Robert B Devlin EsqSecretary (i)
(ii)
174,232
0
82,000
0
2,103
0
17,635
0
17,652
0
293,622
0
0
0
(24)Francis Solano MDBoard Member and President (i)
(ii)
546,683
0
263,750
0
2,467
0
45,500
0
17,761
0
876,161
0
0
0
(25)Deborah S BrodineBoard Member and President (i)
(ii)
270,606
0
260,000
0
18,083
0
52,923
0
17,754
0
619,366
0
16,937
0
(26)Stephen Nimmo EsqBoard Member and Secretary (i)
(ii)
254,189
0
213,000
0
72,431
0
92,570
0
20,073
0
652,263
0
25,630
0
(27)Jerome ShafferBoard Member Treasurer and CFO (i)
(ii)
185,606
0
98,000
0
1,204
0
19,040
0
16,398
0
320,248
0
0
0
(28)Daniel GrantVice Pres and COO (i)
(ii)
0
173,929
0
71,000
0
1,553
0
16,356
0
17,303
0
280,141
0
0
(29)David A Nace MDBoard Member (i)
(ii)
109,992
0
49,061
0
44,847
0
12,725
0
1,141
0
217,766
0
0
0
(30)Bryant Wesley EsqSecretary (i)
(ii)
142,497
0
55,000
0
441
0
11,435
0
5,793
0
215,166
0
0
0
(31)Bryan Donohue MDBoard Member and President (i)
(ii)
650,418
0
146,645
0
8,263
0
20,400
0
20,140
0
845,866
0
0
0
(32)Timothy GaulBoard Member (i)
(ii)
248,976
0
3,434
0
2,675
0
0
0
15,992
0
271,077
0
0
0
(33)Kotayya Kondaveeti MDBoard Member (i)
(ii)
450,000
0
0
0
0
0
0
0
0
0
450,000
0
0
0
(34)Tamra MintonBoard Secretary (i)
(ii)
164,283
0
30,000
0
1,393
0
11,400
0
6,772
0
213,848
0
0
0
(35)Mark SevcoPresident (i)
(ii)
250,626
0
205,000
0
27,162
0
68,453
0
17,240
0
568,481
0
15,732
0
(36)Robert VoinchetBoard Member (i)
(ii)
244,043
0
180,000
0
7,040
0
86,136
0
20,054
0
537,273
0
5,242
0
(37)Colleen BrennanTreasurer and CFO (i)
(ii)
184,149
0
60,000
0
1,228
0
15,635
0
16,400
0
277,412
0
0
0
(38)Terrence Lewis EsqSecretary (i)
(ii)
133,623
0
43,500
0
263
0
9,525
0
9,100
0
196,011
0
0
0
(39)Paul Mark Paris MDBoard Vice Chair and VP (i)
(ii)
135,000
0
10,090
0
2,265
0
11,610
0
899
0
159,864
0
0
0
(40)Richard Wadas MDBoard Member and President (i)
(ii)
442,575
0
94,367
0
4,800
0
10,278
0
16,698
0
568,718
0
0
0
(41)Philip M CacchioneBoard Chair and President (i)
(ii)
427,641
0
0
0
93,657
0
20,400
0
17,254
0
558,952
0
0
0
(42)Sheryl Kashuba EsqSecretary and CLO (i)
(ii)
220,376
0
72,000
0
1,709
0
35,517
0
9,993
0
339,595
0
0
0
(43)Scott LammieTreasurer and CFO (i)
(ii)
0
406,142
0
420,000
0
22,602
0
332,203
0
21,917
0
1,202,864
0
17,500
(44)John LovelaceBoard Member and President (i)
(ii)
0
319,449
0
283,000
0
22,640
0
39,011
0
12,668
0
676,768
0
13,289
(45)Stephen Perkins MDBoard Member (i)
(ii)
0
274,744
0
167,000
0
20,922
0
45,450
0
13,699
0
521,815
0
8,474
(46)V James FiorenzoPresident (i)
(ii)
372,984
0
196,000
0
50,901
0
61,495
0
15,216
0
696,596
0
44,315
0
(47)David GibbonsVice President (i)
(ii)
300,038
0
180,000
0
8,620
0
47,306
0
7,510
0
543,474
0
7,058
0
(48)Stephen DanchTreasurer and CFO (i)
(ii)
285,146
0
107,792
0
20,224
0
33,860
0
15,376
0
462,398
0
7,661
0
(49)Tulio Estrada MDBoard Member (i)
(ii)
521,818
0
0
0
11,341
0
17,850
0
18,358
0
569,367
0
0
0
(50)Donald OwreyPresident (i)
(ii)
215,018
0
140,000
0
3,609
0
48,013
0
17,929
0
424,569
0
2,800
0
(51)Roy J Sartori DOBoard Member (i)
(ii)
264,399
0
25,246
0
2,250
0
12,750
0
15,295
0
319,940
0
0
0
(52)David Shulik R 81313Chief Financial Officer (i)
(ii)
106,046
0
28,000
0
52,582
0
8,849
0
16,295
0
211,772
0
0
0
(53)Thomas BurichPresident (i)
(ii)
139,330
0
9,800
0
1,205
0
15,029
0
5,966
0
171,330
0
0
0
(54)Edward MarinzelBoard Member (i)
(ii)
181,923
0
75,000
0
2,893
0
17,055
0
20,062
0
296,933
0
0
0
(55)John KuzmishinBoard Member, Treas, Sec & CFO (i)
(ii)
332,710
0
260,700
0
15,988
0
78,522
0
5,932
0
693,852
0
14,544
0
(56)Richard Beigi MD R 63014Board Member (i)
(ii)
130,797
0
25,333
0
337
0
10,264
0
884
0
167,615
0
0
0
(57)Leslie C DavisBoard Member and President (i)
(ii)
400,604
0
365,000
0
20,961
0
70,828
0
18,594
0
875,987
0
17,500
0
(58)Joseph Kelley R 63014Board Member (i)
(ii)
384,100
0
120,000
0
66,255
0
0
0
0
0
570,355
0
0
0
(59)Jose Caballe MDBoard Member (i)
(ii)
284,332
0
39,699
0
8,873
0
20,400
0
17,518
0
370,822
0
0
0
(60)Cynthia Dorundo R 63014President (i)
(ii)
245,888
0
205,000
0
17,226
0
42,725
0
18,124
0
528,963
0
16,225
0
(61)Madhusudanan Nair MDBoard Member (i)
(ii)
217,096
0
10,000
0
3,180
0
9,200
0
14,838
0
254,314
0
0
0
(62)Sandy RaderBoard Member (i)
(ii)
197,936
0
116,000
0
1,613
0
18,227
0
18,747
0
352,523
0
644
0
(63)Christopher StockhausenTreasurer and CFO (i)
(ii)
124,711
0
60,000
0
4,010
0
10,951
0
6,662
0
206,334
0
0
0
(64)Merle Taylor R 22814Board Secretary (i)
(ii)
137,441
0
50,000
0
243
0
7,096
0
14,701
0
209,481
0
0
0
(65)William CookBoard Member and President (i)
(ii)
333,540
0
300,000
0
18,258
0
58,513
0
16,938
0
727,249
0
10,425
0
(66)John McKeating MD E 112014Board Member (i)
(ii)
331,650
0
29,411
0
3,375
0
12,713
0
16,842
0
393,991
0
0
0
(67)Randall BoggessBoard Member (i)
(ii)
334,080
0
46,612
0
7,350
0
7,650
0
15,170
0
410,862
0
0
0
(68)David McCandless MDBoard Member (i)
(ii)
250,818
0
0
0
3,491
0
107,550
0
16,056
0
377,915
0
0
0
(69)Roger McCauley R 72913Treasurer and CFO (i)
(ii)
163,790
8,056
48,974
0
28,484
67
14,535
0
6,669
1,047
262,452
9,170
0
0
(70)Jason Roebeck R 63014Board Member and President (i)
(ii)
301,395
0
109,790
0
76,378
0
39,138
0
15,034
0
541,735
0
6,144
0
(71)William Shaffner EsqBoard Member (i)
(ii)
186,307
0
87,000
0
20,753
0
37,697
0
16,509
0
348,266
0
0
0
(72)James W Boyle MDBoard Member (i)
(ii)
319,318
0
6,763
0
1,803
0
17,850
0
19,411
0
365,145
0
0
0
(73)Eric CartwrightBoard Member (i)
(ii)
261,006
0
175,000
0
101,615
0
93,638
0
17,500
0
648,759
0
97,186
0
(74)David T MartinPresident (i)
(ii)
453,548
0
400,000
0
71,282
0
85,655
0
19,605
0
1,030,090
0
64,975
0
(75)Daniel R Sullivan MDBoard First Vice Chair (i)
(ii)
290,000
0
61,600
0
59,954
0
19,782
0
2,000
0
433,336
0
0
0
(76)Dennis H Tomassetti R 81313Chief Financial Officer (i)
(ii)
83,798
0
0
0
287,767
0
46,255
0
4,861
0
422,681
0
0
0
(77)Donna JaskoBoard Member and Secretary (i)
(ii)
158,096
0
48,000
0
1,105
0
14,769
0
14,359
0
236,329
0
0
0
(78)John InnocentiPresident (i)
(ii)
446,375
0
535,000
0
81,028
0
239,479
0
19,113
0
1,320,995
0
72,300
0
(79)Edward T KarlovichCFO Academic Comm Hospitals (i)
(ii)
370,986
0
585,000
0
91,895
0
158,766
0
19,415
0
1,226,062
0
65,150
0
(80)Eileen SimmonsChief Financial Officer (i)
(ii)
227,202
0
132,000
0
4,873
0
19,790
0
8,339
0
392,204
0
4,153
0
(81)Dennis Scully MDBoard Member (i)
(ii)
235,013
0
60,485
0
6,382
0
16,200
0
14,726
0
332,806
0
0
0
(82)Ajaipal Kang MDBoard Member (i)
(ii)
851,422
0
557,818
0
1,873
0
15,300
0
25,056
0
1,451,469
0
0
0
(83)Nathan Moore MDBoard Member (i)
(ii)
238,775
0
43,965
0
19,841
0
0
0
4,679
0
307,260
0
0
0
(84)Lynn Rupp E 91813President (i)
(ii)
172,943
0
56,688
0
358
0
13,600
0
6,343
0
249,932
0
0
0
(85)John R CarrollAsst Sec and VP Admin (i)
(ii)
152,688
0
35,000
0
2,641
0
27,481
0
16,580
0
234,390
0
0
0
(86)Alexander J Ciocca EsqBoard Secretary (i)
(ii)
184,816
0
134,000
0
2,340
0
32,753
0
17,944
0
371,853
0
0
0
(87)Peter Counihan R 63014Board Member (i)
(ii)
275,000
0
43,328
0
56,833
0
20,400
0
1,701
0
397,262
0
0
0
(88)Edward J Donnelly III MDBoard Member (i)
(ii)
306,734
0
354
0
4,833
0
20,400
0
14,117
0
346,438
0
0
0
(89)Kevin Garrett MD R 13114Board Member (i)
(ii)
384,784
0
93,354
0
2,862
0
20,400
0
18,436
0
519,836
0
0
0
(90)Thomas NewmanAsst Treasurer and CFO (i)
(ii)
171,389
0
109,000
0
886
0
16,147
0
16,223
0
313,645
0
0
0
(91)David Patton E 101413President (i)
(ii)
153,395
0
73,000
0
323
0
13,983
0
15,419
0
256,120
0
0
0
(92)Teresa G Petrick R 9613President (i)
(ii)
254,114
0
100,000
0
36,674
0
70,368
0
13,966
0
475,122
0
34,600
0
(93)Valerie C TrottBoard Member (i)
(ii)
214,361
0
117,034
0
1,940
0
30,458
0
1,953
0
365,746
0
1,129
0
(94)Rich BondiTreasurer and CFO (i)
(ii)
149,094
0
49,500
0
301
0
12,476
0
16,440
0
227,811
0
0
0
(95)Stanley Marks MDPresident (i)
(ii)
1,035,727
908,974
100,000
0
134,461
0
157,606
100,352
17,781
0
1,445,575
1,009,326
115,447
0
(96)Derek Angus MDBoard Member and Dept Chair (i)
(ii)
357,500
0
164,909
0
2,505
0
20,400
0
3,237
0
548,551
0
0
0
(97)K Ty Bae MDBoard Member and Dept Chair (i)
(ii)
352,002
0
223,720
0
20,259
0
17,854
0
3,750
0
617,585
0
0
0
(98)Timothy Robert Billiar MDBoard Secretary and Dept Chair (i)
(ii)
438,340
0
312,864
0
25,059
0
65,567
0
5,663
0
847,493
0
0
0
(99)Michael Boninger MDBoard Member and Dept Chair (i)
(ii)
148,656
0
125,000
0
18,804
0
43,298
0
2,784
0
338,542
0
0
0
(100)Ann EvansChief Financial Officer (i)
(ii)
294,880
0
286,000
0
13,407
0
42,305
0
12,142
0
648,734
0
12,600
0
(101)Louis D Falo Jr MDBoard Member and Dept Chair (i)
(ii)
214,874
0
235,803
0
19,661
0
19,179
0
3,035
0
492,552
0
0
0
(102)Robert M Friedlander MDBoard Member and Dept Chair (i)
(ii)
1,224,378
0
148,000
0
21,161
0
35,035
0
6,978
0
1,435,552
0
0
0
(103)Freddie H Fu MDBoard Member and Dept Chair (i)
(ii)
1,204,120
0
244,580
0
36,124
0
46,691
0
5,551
0
1,537,066
0
0
0
(104)Joel S Greenberger MDBoard Member and Dept Chair (i)
(ii)
265,000
0
212,591
0
30,528
0
58,080
0
3,162
0
569,361
0
0
0
(105)W Allen Hogge MDBoard Member and Dept Chair (i)
(ii)
335,700
0
179,108
0
31,734
0
44,012
0
3,358
0
593,912
0
0
0
(106)Jonas T Johnson MDBoard Member/Dept Chair/Treas (i)
(ii)
517,500
0
301,500
0
21,648
0
20,400
0
4,885
0
865,933
0
0
0
(107)James Kang MDBoard Member and Dept Chair (i)
(ii)
1,295,557
0
415,188
0
5,548
0
20,400
0
6,933
0
1,743,626
0
0
0
(108)Joon Sup Lee MDBoard Member and Dept Chair (i)
(ii)
764,991
50,000
125,000
0
58,930
0
17,908
0
5,196
0
972,025
50,000
0
0
(109)Arthur S Levine MDBoard Member (i)
(ii)
0
798,682
0
186,000
0
70,962
0
30,600
0
14,008
0
1,100,252
0
0
(110)David A Lewis MDBoard Member and Dept Chair (i)
(ii)
274,479
0
210,273
0
24,149
0
31,250
0
2,960
0
543,111
0
0
0
(111)James D Luketich MDBoard Member and Dept Chair (i)
(ii)
2,111,500
0
250,000
0
33,419
0
35,746
0
5,556
0
2,436,221
0
0
0
(112)George K Michalopoulos MDBoard Member and Dept Chair (i)
(ii)
247,666
0
175,955
0
29,264
0
25,994
0
3,047
0
481,926
0
0
0
(113)Victor Morell MDBoard Member (i)
(ii)
1,737,960
0
127,715
0
58,755
0
17,850
0
7,906
0
1,950,186
0
0
0
(114)Joel B Nelson MDBoard Member and Dept Chair (i)
(ii)
558,700
0
287,108
0
21,296
0
68,197
0
4,688
0
939,989
0
0
0
(115)Mark A NordenbergBoard Member (i)
(ii)
0
583,836
0
0
0
125,683
0
70,662
0
69,236
0
849,417
0
0
(116)Michael Ost MDBoard Member (i)
(ii)
411,507
0
64,265
0
72,921
0
0
0
3,554
0
552,247
0
0
0
(117)Charissa Pacella MDBoard Member (i)
(ii)
229,976
0
58,356
0
52,261
0
17,850
0
1,679
0
360,122
0
0
0
(118)David Hirsch Perlmutter MDBoard Member and Dept Chair (i)
(ii)
337,960
0
145,675
0
24,521
0
50,686
0
5,205
0
564,047
0
0
0
(119)John J Reilly MDBoard Member and Dept Chair (i)
(ii)
327,526
0
121,000
0
21,460
0
23,095
0
2,479
0
495,560
0
0
0
(120)Joshua T Rubin MDBoard Member (i)
(ii)
166,239
0
33,004
0
57,928
0
15,992
0
1,830
0
274,993
0
0
0
(121)Joel S Schuman MDBoard Member and Dept Chair (i)
(ii)
338,488
0
219,545
0
20,432
0
38,225
0
5,049
0
621,739
0
0
0
(122)Jeannette South-Paul MDBoard Member and Dept Chair (i)
(ii)
107,854
0
112,000
0
2,994
0
18,279
0
1,182
0
242,309
0
0
0
(123)Joe Suyama MDBoard Member (i)
(ii)
176,668
0
139,894
0
55,953
0
17,850
0
3,268
0
393,633
0
0
0
(124)Lawrence Wechsler MDBoard Member and Dept Chair (i)
(ii)
370,833
0
126,000
0
146,810
0
33,493
0
3,141
0
680,277
0
0
0
(125)John P Williams MD R 10113Board Member and Dept Chair (i)
(ii)
288,152
0
210,100
0
23,559
0
53,284
0
4,593
0
579,688
0
0
0
(126)Adam Yates MDBoard Member (i)
(ii)
196,620
0
80,849
0
46,147
0
15,300
0
3,033
0
341,949
0
0
0
(127)Donald Yealy MDBoard Member and Dept Chair (i)
(ii)
362,055
0
85,118
0
19,817
0
49,605
0
3,011
0
519,606
0
0
0
(128)Penny MilanovichPresident (i)
(ii)
190,140
0
52,000
0
4,101
0
16,657
0
6,069
0
268,967
0
0
0
(129)Charles BogostaEVP and Pres Intl and Comm Srv (i)
(ii)
451,643
0
723,650
0
63,939
0
348,581
0
20,774
0
1,608,587
0
58,849
0
(130)Elizabeth ConcordiaExecutive VP UPMC (i)
(ii)
669,493
0
1,539,500
0
21,503
0
832,783
0
20,756
0
3,084,035
0
17,500
0
(131)Robert A DeMichieiSr VP and CFO (i)
(ii)
461,747
0
723,650
0
20,272
0
548,843
0
22,557
0
1,777,069
0
17,500
0
(132)Daniel DrawbaughSR VP and CIO (i)
(ii)
512,585
0
698,113
0
125,978
0
518,051
0
17,262
0
1,871,989
0
120,689
0
(133)David FarnerSr VP and Chief of Staff (i)
(ii)
498,987
0
907,338
0
104,558
0
548,145
0
23,582
0
2,082,610
0
101,796
0
(134)C Talbot Heppenstall JrSr VP and Treasurer (i)
(ii)
365,743
0
612,500
0
24,503
0
481,232
0
17,116
0
1,501,094
0
17,500
0
(135)Diane HolderExec VP, Pres UPMC Health Plan (i)
(ii)
0
577,364
0
1,060,875
0
30,298
0
753,204
0
13,308
0
2,435,049
0
17,500
(136)Michele P Jegasothy EsqSecretary (i)
(ii)
126,936
0
71,000
0
257
0
11,830
0
17,050
0
227,073
0
0
0
(137)W Thomas McGoughSr VP and Chief Legal Officer (i)
(ii)
596,272
0
750,000
0
28,793
0
158,039
0
20,520
0
1,553,624
0
17,500
0
(138)Gregory K PeasleeSr VP Chief HR and Adm Srv Off (i)
(ii)
459,991
0
723,650
0
110,208
0
451,591
0
22,521
0
1,767,961
0
106,752
0
(139)Jeffrey A RomoffPresident and CEO (i)
(ii)
961,487
0
0
0
5,042,593
0
425,430
0
20,104
0
6,449,614
0
3,150,903
0
(140)Steven D Shapiro MDSr VP and Chief Medical and Sc (i)
(ii)
414,563
163,636
550,000
0
138,420
22,500
352,284
0
6,778
17,522
1,462,045
203,658
132,980
0
(141)Marshall Webster MDExecutive Vice President (i)
(ii)
304,243
91,786
723,650
0
188,348
22,500
178,891
0
6,680
16,995
1,401,812
131,281
163,581
0
(142)Ghassan Bejjani MDNeurosurgeon (i)
(ii)
1,789,400
0
648,138
0
3,528
0
17,850
0
22,998
0
2,481,914
0
0
0
(143)Christopher Schmidt MDOrthopaedic Surgeon (i)
(ii)
1,294,300
0
290,409
0
3,527
0
17,850
0
15,837
0
1,621,923
0
0
0
(144)Mark Rodosky MDOrthopaedic Surgeon (i)
(ii)
499,484
0
1,119,531
0
54,798
0
17,850
0
6,065
0
1,697,728
0
0
0
(145)Mark Baratz MDOrthopaedic Surgeon (i)
(ii)
1,296,504
0
250,000
0
10,105
0
20,400
0
12,987
0
1,589,996
0
0
0
(146)Dean Sotereanos MDOrthopaedic Surgeon (i)
(ii)
1,291,622
0
250,000
0
10,105
0
20,400
0
20,376
0
1,592,503
0
0
0
(147)Andrea CotterFormer Sr VP and Chief Comm Of (i)
(ii)
0
0
0
0
150,000
0
0
0
3,173
0
153,173
0
0
0
(148)Brian Fritz R 5312013Former Board Treasurer/ CFO (i)
(ii)
131,465
0
30,000
0
233
0
9,911
0
15,676
0
187,285
0
0
0
(149)Deborah Redmond R 712012Former Vice President (i)
(ii)
186,091
0
90,000
0
1,734
0
15,447
0
19,169
0
312,441
0
0
0
(150)James Anthony Palmer R 3292013Former VP and Treasurer (i)
(ii)
0
68,622
0
25,500
0
86,471
0
400
0
11,469
0
192,462
0
0
(151)Joel YuhasFormer President (i)
(ii)
0
288,329
0
185,000
0
487,238
0
115,515
0
153,525
0
1,229,607
0
8,865
(152)Laurel Ragland R 1112012Former Treasurer and CFO (i)
(ii)
77,986
0
7,642
0
66,206
0
5,046
0
5,333
0
162,213
0
0
0
(153)Rebecca O'connor Esq R 5172013Former Sec and Assoc Counsel (i)
(ii)
57,503
0
19,768
0
41,539
0
1,953
0
12,046
0
132,809
0
0
0
(154)Sandra DanoffFormer Sr VP Strat Planning (i)
(ii)
0
0
88,000
0
368,476
0
131,829
0
5,694
0
593,999
0
0
0
(155)Susan MammarellaFormer Officer (i)
(ii)
134,250
0
57,000
0
668
0
11,830
0
17,871
0
221,619
0
0
0
(156)Gerad TheriacFormer CFO/ Asst. Treasurer (i)
(ii)
90,694
0
24,750
0
83,270
0
6,082
0
6,014
0
210,810
0
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J PART 1 Question 1: UPMC may provide the following benefits to certain executives when they are necessary to achieve UPMC's charitable mission objectives: first-class or charter travel; tax indemnification or gross up payments; and/or business club dues or initiation fees. Provision of any such benefits is predicated on compliance with the organization's policies and is subject to review and approval processes. Question 4a: Question 4b: ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS DISCLOSED WITHIN THE TOTAL AMOUNT IN SCHEDULE J COLUMN C "DEFERRED COMPENSATION". Due to restrictions imposed by the Internal Revenue Code ("Code"), certain officers and key employees are limited in the amount of benefits which may be received under a tax qualified retirement program. Like many employers, UPMC supplements its retirement benefits through a supplemental retirement program. The supplemental retirement program is subject to multi year vesting which places the officers and key employees' retirement benefit at risk of forfeiture if the vesting requirements are not satisfied. Once vested however, provisions of the Code require that the vested amounts be reported on the Form 990 and the vested officer or key employee include in current income the value of her or his supplemental retirement benefit. Notwithstanding the tax requirement to recognize the vested amount of the supplemental retirement benefit as current income, this benefit, which has been earned over her or his entire career, has not and will not be distributed until the officer or key employee retires or separates from service from UPMC. The supplemental retirement program provides for the distribution of only the amount necessary to satisfy any income tax liability resulting from the vesting during active employment. Finally, it should be noted that in accordance with IRS instructions, a substantial portion of the amount reported on the Form 990 attributable to supplemental retirement program vesting has been reported in previously filed Forms 990. Question 7: UPMC provides incentive compensation as part of its total compensation program for officers and key employees. 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 mission and include: patient quality and satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others.
Schedule J (Form 990) 2013

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UPMC GROUP
 
Employer identification number
20-8295721
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Allegheny County Hospital Development Authority
 
25-1327925   12-22-2006 25,000,000 CEM 12/22/2006 Financing See Sched   X   X   X
B Allegheny County Hospital Development Authority
 
25-1327925   03-28-2007 9,826,081 CEM 3/28/2007 Financing See Schedu   X   X   X
C Erie County Hospital Authority
 
23-2302072 295200sz3 04-11-2006 23,921,150 Hamot Series 2006 See Schedule O   X   X   X
D Erie County Hospital Authority
 
23-2302072 295200tc3 07-31-2007 30,141,552 Hamot Series 2007 See Schedule O   X   X   X
Erie County Hospital Authority
 
23-2302072   05-06-2010 35,000,000 Hamot Series 2010ABC See Schedule   X   X   X
Erie County Hospital Authority
 
23-2302072   08-31-2010 5,904,069 Hamot 8/31/2010 Financing See Sche   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 7,481,504 2,839,079 16,270,000  
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . . 25,038,734 9,952,374 35,000,000  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0  
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . . 0 0 522,137  
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 24,854,793 9,581,912 10,527,255  
11 Other spent proceeds . . . . . . . . . . . . . . 183,940 370,461 23,950,608  
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0  
13 Year of substantial completion . . . . . . . . . . . . 2007 2007 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X X      
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X X      
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0.600 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.500 % 1.500 % 0.600 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0 % 0 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X    
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X      
b Exception to rebate? . . . . . . . . X   X     X    
c No rebate due? . . . . . . . .   X   X   X    
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X    
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider . . . . . . . . . 0
 
0
 
0
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X    
b Name of provider . . . . . . . . . 0
 
0
 
0
 
 
 
c Term of GIC . . . . . . . . . . 10.      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X      
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Hamot Series 2006 $1,385,967.79 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on November 11, 2010.
Hamot Series 2007 $1,111,358.09 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on July 20, 2010.
Hamot Series 2010ABC Schedule O N/A
Hamot 7/16/2009 Financing $879.78 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate Computation performed on July 16, 2014.
Hamot 8/31/2010 Financing $776.16 was earned in the construction fund during construction and spent according to the purpose of the bonds. SCHEDULE K PART I, DESCRIPTION OF PURPOSE, COLUMN (F) DECEMBER 22, 2006 FINANCING ONE NEW EUROCOPTER EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9084, REGISTRATION NUMBER N980ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0493, REGISTRATION NUMBER N831ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0504, REGISTRATION NUMBER N308ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9097, REGISTRATION NUMBER N304ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9100, REGISTRATION NUMBER N307ME. MARCH 28, 2007 FINANCING ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9097, REGISTRATION NUMBER N304ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9100, REGISTRATION NUMBER N307ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0552, REGISTRATION NUMBER N527ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0563, REGISTRATION NUMBER N639ME. The Center for Emergency Medicine equipment financing amortization schedules that are used for general ledger reporting do not equal the debt amortization schedules as used and reported on Schedule K. For GAAP reporting, the balloon payments at the end of the lease are present valued over the life of the lease rather than having a large payment at the end of the lease. SERIES 2006 - CONSTRUCTION AND EQUIPPING OF A NEW TWO-STORY GENERATOR BUILDING TO PROVIDE EMERGENCY AND STANDBY ELECTRICAL POWER FOR THE MEDICAL CENTER AND RELATED FACILITIES, EXPANSION AND RENOVATION OF THE FACILITIES HOUSING THE IMAGING CENTER, EXPANSION OF THE RESOURCE CENTER TO HOUSE ADDITIONAL FACILITIES, RENOVATION AND CONSTRUCTION OF THE WOMEN'S AND BABIES INPATIENT SERVICES FACILITIES, AND FINANCING VARIOUS EQUIPMENT AND RENOVATION PROJECTS FOR THE MEDICAL CENTER. SERIES 2007 - CONSTRUCTION AND EQUIPPING OF A NEW HOSPTIAL AND HEALTH CENTER FOCUSED ON WOMEN'S AND BABIES' HEALTH CARE NEEDS. SERIES 2010ABC - REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S REVENUE SERIES 1998A BONDS ISSUED 6/30/1998; ADVANCE REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S REVENUE SERIES 2002 BONDS ISSUED 12/5/2002; CONSTRUCTED, RENOVATED, EQUIPPED INPATIENT AND OUTPATIENT HOSPITAL AND HEALTH CARE FACILITIES TO BE OWNED AND OPERATED BY THE MEDICAL CENTER, INCLUDING THE HAMOT WOMEN'S HOSPITAL. 7/16/2009 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES. 8/31/2010 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UPMC GROUP
 
Employer identification number
20-8295721
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Allegheny County Hospital Development Authority
 
25-1327925   12-22-2006 25,000,000 CEM 12/22/2006 Financing See Sched   X   X   X
B Allegheny County Hospital Development Authority
 
25-1327925   03-28-2007 9,826,081 CEM 3/28/2007 Financing See Schedu   X   X   X
C Erie County Hospital Authority
 
23-2302072 295200sz3 04-11-2006 23,921,150 Hamot Series 2006 See Schedule O   X   X   X
D Erie County Hospital Authority
 
23-2302072 295200tc3 07-31-2007 30,141,552 Hamot Series 2007 See Schedule O   X   X   X
Erie County Hospital Authority
 
23-2302072   05-06-2010 35,000,000 Hamot Series 2010ABC See Schedule   X   X   X
Erie County Hospital Authority
 
23-2302072   08-31-2010 5,904,069 Hamot 8/31/2010 Financing See Sche   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 7,481,504 2,839,079 16,270,000  
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . . 25,038,734 9,952,374 35,000,000  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0  
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . . 0 0 522,137  
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 24,854,793 9,581,912 10,527,255  
11 Other spent proceeds . . . . . . . . . . . . . . 183,940 370,461 23,950,608  
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0  
13 Year of substantial completion . . . . . . . . . . . . 2007 2007 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X X      
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X X      
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0.600 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.500 % 1.500 % 0.600 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0 % 0 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X    
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X      
b Exception to rebate? . . . . . . . . X   X     X    
c No rebate due? . . . . . . . .   X   X   X    
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X    
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider . . . . . . . . . 0
 
0
 
0
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X    
b Name of provider . . . . . . . . . 0
 
0
 
0
 
 
 
c Term of GIC . . . . . . . . . . 10.      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X      
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Hamot Series 2006 $1,385,967.79 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on November 11, 2010.
Hamot Series 2007 $1,111,358.09 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on July 20, 2010.
Hamot Series 2010ABC Schedule O N/A
Hamot 7/16/2009 Financing $879.78 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate Computation performed on July 16, 2014.
Hamot 8/31/2010 Financing $776.16 was earned in the construction fund during construction and spent according to the purpose of the bonds. SCHEDULE K PART I, DESCRIPTION OF PURPOSE, COLUMN (F) DECEMBER 22, 2006 FINANCING ONE NEW EUROCOPTER EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9084, REGISTRATION NUMBER N980ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0493, REGISTRATION NUMBER N831ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0504, REGISTRATION NUMBER N308ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9097, REGISTRATION NUMBER N304ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9100, REGISTRATION NUMBER N307ME. MARCH 28, 2007 FINANCING ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9097, REGISTRATION NUMBER N304ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9100, REGISTRATION NUMBER N307ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0552, REGISTRATION NUMBER N527ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0563, REGISTRATION NUMBER N639ME. The Center for Emergency Medicine equipment financing amortization schedules that are used for general ledger reporting do not equal the debt amortization schedules as used and reported on Schedule K. For GAAP reporting, the balloon payments at the end of the lease are present valued over the life of the lease rather than having a large payment at the end of the lease. SERIES 2006 - CONSTRUCTION AND EQUIPPING OF A NEW TWO-STORY GENERATOR BUILDING TO PROVIDE EMERGENCY AND STANDBY ELECTRICAL POWER FOR THE MEDICAL CENTER AND RELATED FACILITIES, EXPANSION AND RENOVATION OF THE FACILITIES HOUSING THE IMAGING CENTER, EXPANSION OF THE RESOURCE CENTER TO HOUSE ADDITIONAL FACILITIES, RENOVATION AND CONSTRUCTION OF THE WOMEN'S AND BABIES INPATIENT SERVICES FACILITIES, AND FINANCING VARIOUS EQUIPMENT AND RENOVATION PROJECTS FOR THE MEDICAL CENTER. SERIES 2007 - CONSTRUCTION AND EQUIPPING OF A NEW HOSPTIAL AND HEALTH CENTER FOCUSED ON WOMEN'S AND BABIES' HEALTH CARE NEEDS. SERIES 2010ABC - REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S REVENUE SERIES 1998A BONDS ISSUED 6/30/1998; ADVANCE REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S REVENUE SERIES 2002 BONDS ISSUED 12/5/2002; CONSTRUCTED, RENOVATED, EQUIPPED INPATIENT AND OUTPATIENT HOSPITAL AND HEALTH CARE FACILITIES TO BE OWNED AND OPERATED BY THE MEDICAL CENTER, INCLUDING THE HAMOT WOMEN'S HOSPITAL. 7/16/2009 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES. 8/31/2010 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UPMC GROUP
 
Employer identification number
20-8295721
Part I
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A Allegheny County Hospital Development Authority
 
25-1327925   12-22-2006 25,000,000 CEM 12/22/2006 Financing See Sched   X   X   X
B Allegheny County Hospital Development Authority
 
25-1327925   03-28-2007 9,826,081 CEM 3/28/2007 Financing See Schedu   X   X   X
C Erie County Hospital Authority
 
23-2302072 295200sz3 04-11-2006 23,921,150 Hamot Series 2006 See Schedule O   X   X   X
D Erie County Hospital Authority
 
23-2302072 295200tc3 07-31-2007 30,141,552 Hamot Series 2007 See Schedule O   X   X   X
Erie County Hospital Authority
 
23-2302072   05-06-2010 35,000,000 Hamot Series 2010ABC See Schedule   X   X   X
Erie County Hospital Authority
 
23-2302072   08-31-2010 5,904,069 Hamot 8/31/2010 Financing See Sche   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 7,481,504 2,839,079 16,270,000  
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . . 25,038,734 9,952,374 35,000,000  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 0 0 0  
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . . 0 0 522,137  
8 Credit enhancement from proceeds . . . . . . . . . . . 0 0 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 24,854,793 9,581,912 10,527,255  
11 Other spent proceeds . . . . . . . . . . . . . . 183,940 370,461 23,950,608  
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0  
13 Year of substantial completion . . . . . . . . . . . . 2007 2007 2010
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . .   X   X X      
15 Were the bonds issued as part of an advance refunding issue? . . . . .   X   X X      
16 Has the final allocation of proceeds been made? . . . . . . . . X   X   X      
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . X   X   X      
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X   X   X    
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . .   X   X X      
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .   X   X X      
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? X   X   X      
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . .   X   X   X    
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0 % 0 % 0.600 %  
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0 % 0 % 0 %  
6 Total of lines 4 and 5 . . . . . . . . . . . . . 1.500 % 1.500 % 0.600 %  
7 Does the bond issue meet the private security or payment test? . . . . .   X   X   X    
8a Has there been a sale or disposition of any of the bond financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?. . . . . . . . . . . . . . . . .   X   X   X    
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. 0 % 0 % 0 %  
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . .   X   X   X    
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? . . . . . . .
X   X   X      
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T? . . . . .   X   X   X    
2 If "No" to line 1, did the following apply? . . . .
a Rebate not due yet? . . . . . . . .   X   X X      
b Exception to rebate? . . . . . . . . X   X     X    
c No rebate due? . . . . . . . .   X   X   X    
If you checked "No rebate due" in line 2c, provide in
Part VI the date the rebate computation was performed
3 Is the bond issue a variable rate issue? . . . .   X   X   X    
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X    
b Name of provider . . . . . . . . . 0
 
0
 
0
 
 
 
c Term of hedge . . . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was the hedge terminated? . . . . . .                
Schedule K (Form 990) 2013
Schedule K (Form 990) 2013
Page 3
Part IV
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . . . .   X   X   X    
b Name of provider . . . . . . . . . 0
 
0
 
0
 
 
 
c Term of GIC . . . . . . . . . . 10.      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . X              
6 Were any gross proceeds invested beyond an available temporary period? . . . . . . . .   X   X   X    
7 Has the organization established written procedures to monitor the requirements of section 148? . . . X   X   X      
Part V
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X      
Part VI
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
Hamot Series 2006 $1,385,967.79 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on November 11, 2010.
Hamot Series 2007 $1,111,358.09 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on July 20, 2010.
Hamot Series 2010ABC Schedule O N/A
Hamot 7/16/2009 Financing $879.78 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate Computation performed on July 16, 2014.
Hamot 8/31/2010 Financing $776.16 was earned in the construction fund during construction and spent according to the purpose of the bonds. SCHEDULE K PART I, DESCRIPTION OF PURPOSE, COLUMN (F) DECEMBER 22, 2006 FINANCING ONE NEW EUROCOPTER EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9084, REGISTRATION NUMBER N980ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0493, REGISTRATION NUMBER N831ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0504, REGISTRATION NUMBER N308ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9097, REGISTRATION NUMBER N304ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9100, REGISTRATION NUMBER N307ME. MARCH 28, 2007 FINANCING ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9097, REGISTRATION NUMBER N304ME; ONE NEW EUROCOPTER DEUTSCHLAND EC145 MODEL BK117C2 HELICOPTER, SERIAL NUMBER 9100, REGISTRATION NUMBER N307ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0552, REGISTRATION NUMBER N527ME; ONE NEW EUROCOPTER DEUTSCHLAND EC135T2 HELICOPTER, SERIAL NUMBER 0563, REGISTRATION NUMBER N639ME. The Center for Emergency Medicine equipment financing amortization schedules that are used for general ledger reporting do not equal the debt amortization schedules as used and reported on Schedule K. For GAAP reporting, the balloon payments at the end of the lease are present valued over the life of the lease rather than having a large payment at the end of the lease. SERIES 2006 - CONSTRUCTION AND EQUIPPING OF A NEW TWO-STORY GENERATOR BUILDING TO PROVIDE EMERGENCY AND STANDBY ELECTRICAL POWER FOR THE MEDICAL CENTER AND RELATED FACILITIES, EXPANSION AND RENOVATION OF THE FACILITIES HOUSING THE IMAGING CENTER, EXPANSION OF THE RESOURCE CENTER TO HOUSE ADDITIONAL FACILITIES, RENOVATION AND CONSTRUCTION OF THE WOMEN'S AND BABIES INPATIENT SERVICES FACILITIES, AND FINANCING VARIOUS EQUIPMENT AND RENOVATION PROJECTS FOR THE MEDICAL CENTER. SERIES 2007 - CONSTRUCTION AND EQUIPPING OF A NEW HOSPTIAL AND HEALTH CENTER FOCUSED ON WOMEN'S AND BABIES' HEALTH CARE NEEDS. SERIES 2010ABC - REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S REVENUE SERIES 1998A BONDS ISSUED 6/30/1998; ADVANCE REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S REVENUE SERIES 2002 BONDS ISSUED 12/5/2002; CONSTRUCTED, RENOVATED, EQUIPPED INPATIENT AND OUTPATIENT HOSPITAL AND HEALTH CARE FACILITIES TO BE OWNED AND OPERATED BY THE MEDICAL CENTER, INCLUDING THE HAMOT WOMEN'S HOSPITAL. 7/16/2009 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES. 8/31/2010 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES.
Schedule K (Form 990) 2013

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ......Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) See Part V          
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Transactions with Interested Persons PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PARTIES A: NAME OF INTERESTED PERSON Edith Tzeng M.D. B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION University of Pittsburgh Physician Board member Timothy Billiar M.D. C: AMOUNT OF TRANSACTION 154,021 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Anna Roman PhD B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION University of Pittsburgh Physician Board member George Michalopoulos MD C: AMOUNT OF TRANSACTION 418,126 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Barbara Cohlan MD B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION University of Pittsburgh Physician Board member David H. Perlmutter C: AMOUNT OF TRANSACTION 329,596 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Valerie Trott B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION University of Pittsburgh Physician Board member John P Williams C: AMOUNT OF TRANSACTION 365,746 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Patricia McCauley B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION UPMC North West Key Employee Roger McCauley C: AMOUNT OF TRANSACTION 41,032 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Mary Jerge B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION UPMC Hamot Treasurer and Chief Financial Officer Stephen Danch C: AMOUNT OF TRANSACTION 19,356 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Ann Bula B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION UPMC Hamot Board member Mary Bula C: AMOUNT OF TRANSACTION 140,652 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Mackenzie Beach B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION UPMC Hamot Board member Jeffrey Beach C: AMOUNT OF TRANSACTION 53,496 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Patrick Pontzer B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION UPMC Hamot Board member Richard L Nygaard C: AMOUNT OF TRANSACTION 61,431 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Baldwin Brothers Inc B: RELATIONSHIP BETWEEN INTERESTED Board Member Gregory S PERSON AND THE ORGANIZATION Baldwin is an officer and Director of Interested Person C: AMOUNT OF TRANSACTION 216,529 D: DESCRIPTION OF TRANSACTION Real Estate E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Knox McLaughlin Gornall & Sennett PC B: RELATIONSHIP BETWEEN INTERESTED Board Member Thomas PERSON AND THE ORGANIZATION Tupitza Esq is a shareholder and Director of Interested Person C: AMOUNT OF TRANSACTION 199,685 D: DESCRIPTION OF TRANSACTION Legal Services E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Medicor Associates Inc B: RELATIONSHIP BETWEEN INTERESTED Board Member Robert PERSON AND THE ORGANIZATION Ferraro is >5% partner of Interested Person C: AMOUNT OF TRANSACTION 17,916,781 D: DESCRIPTION OF TRANSACTION Cardiology Services E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON CA Curtze Company B: RELATIONSHIP BETWEEN INTERESTED Board Member Scott Kern PERSON AND THE ORGANIZATION Is Vice President of Interested Person C: AMOUNT OF TRANSACTION 279,455 D: DESCRIPTION OF TRANSACTION Food Products E: SHARING OF ORGANIZATIONS REVENUES NO
Schedule L (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.

Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications .. X 5,215 Fair Market Value
5 Clothing and household
goods .......
X 419,010 Fair Market Value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles ..... X   6,560 Fair Market Value
19 Food inventory ... X 7 12,654 Fair Market Value
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( Baby Formula ) X 1 913,688 Fair Market Value
26 Other Right pointing arrow large image ( Gift Baskets ) X 6 1,475 Fair Market Value
27 Other Right pointing arrow large image ( Admission Tickets ) X 24 4,798 Fair Market Value
28 Other Right pointing arrow large image ( Accommodations ) X 16 6,890 Fair Market Value
Other Right pointing arrow large image ( Gift Certificates ) X 26 4,665 Fair Market Value
Other Right pointing arrow large image ( Sport Events ) X 5 12,490 Fair Market Value
Other Right pointing arrow large image ( Advertising ) X 1 33,000 Fair Market Value
Other Right pointing arrow large image ( Rental Items ) X 2 1,612 Fair Market Value
Other Right pointing arrow large image ( Miscellaneous ) X 26 55,749 Fair Market Value
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Additional Information PART 1, COLUMN (b), LINE 25 - OTHER The amounts in Column (b) represent the number of contributions not the number of items contributed. Line 25 - Baby Formula Magee Womens Hospital of UPMC receives donations of infant formula that it in turn distributes to needy mothers of infants who could not otherwise afford the formula. Line 25 - Other For various fundraising events Steeler items, amusement park admission tickets and other such items are donated for use in the fundraising event.
Schedule M (Form 990) (2013)
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Return Reference Explanation
Part 1 Summary PART 1, LINE 5 AND PART V LINE 2A THE TOTAL NUMBER OF INDIVIDUALS EMPLOYED IN 2013 OF 59,159 IS REPRESENTATIVE OF THE SUM OF ALL INDIVIDUALS EMPLOYED BY EACH OF THE 38 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 in the UPMC Group return. with all members of the UPMC Group in the UPMC Group return.
Part III Statement of Program Service Accomplishments ORGANIZATIONS PROGRAMS AND ACCOMPLISHMENTS UPMC Group - EIN 20-8295721 Form 990 - Fiscal Year Ended 06/30/2014 UPMC Group reflects the composite information and operations of thirty-eight (38) tax exempt entities, including 13 hospital entities, 10 physician service entities, 3 skilled nursing facilities, and 12 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 in the areas of acute inpatient hospitals, cancer treatment facilities, physician services, skilled nursing facilities and other ancillary healthcare support services that patients may need. During the fiscal year ended June 30, 2014, the entities within UPMC Group admitted 196,495 inpatients, recorded 1,144,066 inpatient days, 620,002 emergency room visits, 172,815 surgeries, and 634 transplants. They provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at cost, of approximately $605,000,000. UPMC Group members provided services to the community through charitable donations, subsidized programs, outreach programs, screenings, educational classes, and volunteer services at a cost of over $163,000,000. UPMC Group also provided funding for research and health professions education in excess of $321,000,000. The thirteen hospitals that are part of UPMC Group are UPMC Presbyterian Shadyside, Children's Hospital of Pittsburgh of UPMC, Magee-Womens Hospital of UPMC, UPMC Mercy, UPMC St. Margaret, UPMC Passavant, UPMC Horizon, UPMC Northwest, UPMC McKeesport, UPMC Bedford, UPMC East, UPMC Hamot, and UPMC Braddock. UPMC Presbyterian Shadyside (UPMC Presbyterian) is the academic hub of UPMC's inpatient provider services, and is the region's largest inpatient acute care hospital. The mission of UPMC Presbyterian Shadyside is to provide premier programs in patient care, biomedical and health services research, and teaching that will contribute to the prevention, diagnosis, and treatment of human disease and disability, regardless of patients' ability to pay. The facilities that are a part of the UPMC Presbyterian Shadyside campuses are UPMC Presbyterian, UPMC Shadyside, Western Psychiatric Institute and Clinic (WPIC), UPMC Montefiore, Eye and Ear Institute, and the Hillman Cancer Center. UPMC Presbyterian 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 is a 792-bed teaching hospital that has been providing health care since 1893. UPMC Shadyside is a 520-bed tertiary hospital that has been serving the residents of Pittsburgh and the tri-state area since 1866 and is a Magnet(TM) 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 310-inpatient-bed facility that is a national leader in the treatment of mental health and addictive disorders. UPMC Presbyterian provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $288,000,000. UPMC Presbyterian Shadyside is actively involved in sponsoring many programs for patients, children, teens, seniors, and the community as a whole and provides the services to the community through charitable donations, subsidized programs, outreach programs, referral centers, screenings, educational classes, and mentorships, which are targeted at patients, patients' families, and the community at large, at an estimated cost of $48,000,000. UPMC Presbyterian Shadyside funded research and health professions education at an estimated cost of $134,000,000. UPMC Presbyterian reached the community through many educational presentations, video conferences, podcasts, health fairs at schools and neighborhood centers, free screenings, and support groups. Other programs that benefited patients and guests were discounted parking and use of the Blue Shuttle, which provides free transportation from Family House to the Hospital. UPMC Presbyterian provided medications to patients being discharged who could not afford the cost of prescriptions. Injection supplies were donated to under-served patients receiving prescription products in which the supply was needed for proper use of the medication. Assistance with guardianship services was provided to patients with financial difficulty, and housing assistance was provided to patients' families who experienced financial difficulty. Bus, wheelchair van, and ambulance transportation was provided for patients in need. Finally, staff attended numerous health fairs in the area. Subjects covered included injury prevention, cancer prevention and early detection, nutrition, smoking cessation, and many other medical issues. Renowned for its outstanding clinical services, research programs and medical education, Children's Hospital of Pittsburgh of UPMC (Children's) has helped to establish the standards of excellence in pediatric care. From ambulatory care to transplantation and cardiac care, talented and committed pediatric experts care for infants, children and adolescents who make more than 1,000,000 visits to Children's and its satellite locations each year. The primary mission of Children's Hospital of Pittsburgh is to serve as a community resource dedicated to improving the health and well-being of children of all ages, through excellence in patient care, teaching, and research, regardless of the patients' ability to pay. Children's leads the way in advanced technology application with respect to its use of electronic medical records, and has been recognized by an independent health care research organization as the number one pediatric hospital in its use of health care information technology. Children's provided charity care and other uncompensated care, including Medicare and Medicaid shortfalls, at a cost of over $24,000,000. Services were provided to the community through charitable contributions, outreach programs, referral centers, screenings, educational classes and mentorships which are targeted at patients, patients' families and the community at large, at a cost of $9,500,000. Children's supported unfunded research and health professions education at an estimated cost of $37,000,000 during fiscal year 2014. One of the community programs offered by Children's 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 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. Children's Hospital of Pittsburgh's Ronald McDonald House Charities Mobile Health Care Unit, in partnership with other community resources, is focused on improving healthy outcomes, promoting well-being, and providing continuity of care for children who are medically underserved. Staff attended health fairs in area communities and schools, promoting pediatric and family health through educational games, demonstrations, and displays. Children's provided free orthodontic care to those who are uninsured or underinsured and would not have this care available to them. The Hospital collaborated with other organizations on Camp Soles for pediatric diabetes patients and Camp Quest for overweight and obese teens and young adults. This camp will provide campers with a holistic experience for healthy living and guide them on their path to health and wellness. Magee-Womens Hospital of UPMC (Magee) enhances the health care and well-being of women, men, infants, and their families. It is a full-service acute care, research and teaching center for women, men, and newborns. As a National Center of Excellence in Women's Health, Magee is consistently recognized for medical excellence and innovation, outstanding patient care, education, research, standards development, and advocacy. Magee is committed to providing superior care to area families, regardless of their ability to pay. Magee provides an expanded range of services to both men and women including the following: diagnostic imaging, including CT and MRI, a heart center, bariatric surgery, orthopaedics, digestive disorder treatment, pulmonology, thoracic surgery, plastic surgery, vascular surgery, c
Part III Statement of Program Service Accomplishments Continued Many groups within the community benefited from UPMC Horizon's diabetes initiative through which blood sugar screenings and educational presentations were given to diabetes support groups to raise public awareness of the disease. UPMC Horizon provided meeting space to area support groups such as Mercer County Diabetes, Bariatric, Mercer County Breast Cancer, and Pulmonary Hypertension. Also, the hospital purchased AED's for Mercer County police and fire departments, and provided grants for care and transportation for patients in need. UPMC Northwest, established in 1899, serves the residents of the Franklin, Oil City and surrounding communities. UPMC Northwest is a state-of-the-art medical facility providing acute inpatient, outpatient, behavioral health, rehabilitation, skilled nursing, and support and education services. The hospital provides services to all persons, regardless of ability to pay. Greater than 65% of UPMC Northwest's fiscal year 2014 patients were Medicare or state Medicaid patients. During the fiscal year ended June 30, 2014, UPMC Northwest provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost in excess of $11,000,000. The hospital provided funding and services to the community in the aggregate of $2,000,000 through community outreach programs targeted at patients, their families, and the community, as well as donations and volunteer services. Families benefited from UPMC Northwest's Prepared Childbirth Classes, which readied participants for their childbirth experience. UPMC Northwest also offered infant care classes which provided information to parents on how to care for newborns, and sibling classes which prepared children to become big brothers or big sisters. UPMC Northwest's Especially for Women program provided information and screenings for women's health, and through health fairs and educational programs, the organization provided blood pressure screenings, CPR/first aid, smoking cessation information, nutrition information, stroke screenings, stroke education, carotid artery evaluations, osteoporosis screenings, body composition, prostate screenings, and diabetes education. UPMC Northwest provided complementary room space to several charitable/community organizations, including Bariatric Support Group, Medical Coders, Seniors for Safe Driving, the Diabetic Flu Shot Clinic, Fort Venango Key Club, United Way, Vocational Technical School, and Clarion University Nursing Students. Founded in 1894, UPMC McKeesport is a nonprofit acute care community hospital that primarily serves the residents of McKeesport and the surrounding area. UPMC McKeesport is a teaching hospital, with residency programs in both family practice and internal medicine. UPMC McKeesport provides a wide range of quality health care services, regardless of race, creed, sex, national origin, handicap, age, or ability to pay. It is located in a geographic area of economic distress, and much of the surrounding community is recognized as medically underserved, with a population that is elderly and economically disadvantaged. To serve this population, the hospital is an approved site for the Program of All-inclusive Care for the Elderly (PACE). As a PACE site, UPMC McKeesport offers an innovative program of seamless health care to older patients. The hospital's mission is to serve the community with respect to providing health care services and health care education to all persons. Therefore, in keeping with the hospital's commitment to serve all members of its community, the following were provided regardless of an individual's ability to pay: free care and/or subsidized care, care provided to persons covered by governmental programs at below cost, and health activities and programs to support the community. During the fiscal year ended June 30, 2014, UPMC McKeesport provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost in excess of $15,000,000. The hospital also provides services to the community through outreach programs, referral centers, screenings, educational classes, and funding of schools for health professions, which are targeted at patients, patients' families, and the community. The estimated costs of providing these services, as well as funding education and research support, in fiscal year 2014 were approximately $2,900,000 and $5,500,000 respectively. Family medicine faculty volunteered at a free clinic on a weekly basis, providing medical care to the uninsured residents of McKeesport and surrounding areas. The hospital provided free parking for clients, community programming, and non-employee initiatives. UPMC McKeesport also provided transportation in the form of geriatric van services and uncompensated rides through many local vendors for the McKeesport community. UPMC McKeesport has a leadership role in The McKeesport Healthier Communities PartnerSHIP and Mon River Fleet Community Partnership. These organizations are members of the PA State Health Improvement PartnerSHIPS and are actively involved in improvements for residents of the Mon River Valley and surrounding areas. The Mon River Fleet Community Partnership provided free influenza immunizations to community residents. UPMC McKeesport sponsors a summer camp which serves approximately 100 children. With respect to the camp, administrative services, laundry services, and equipment and supplies storage were all provided by the hospital. The hospital offered space at reduced rates to various charitable/community organizations including the YMCA, Pittsburgh Care Partnership, the McKeesport Symphony, and Bradford Day Care. The Hospital enhanced the quality of life for area seniors by offering screenings, socialization opportunities, and health education. UPMC Bedford is an acute care general hospital, located in Everett, Pennsylvania, with units for medical care, surgical care, obstetrical care, intensive care, coronary care, and telemetry services. It offers a variety of diagnostic capabilities, including CT scan, MRI, and lithotripsy. 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, 2014, UPMC Bedford provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $7,000,000. The hospital also provided services, with an aggregate value of over $1,100,000 to the general population through outreach programs targeted at patients, patients' families, and the community. Families benefited from the UPMC Bedford's Prepared Childbirth Classes, which discussed the basics of labor and delivery. Children participated in the hospital's Sibling Classes where they learned how to hold a baby and change a diaper. UPMC Bedford contributes space for several area charitable/community groups, including the TOPPS Bedford, Multiple Sclerosis Support Group, Overeaters Anonymous Support Group, Ostomy Support Group, and Bosom Buddies. UPMC East is a full-service community hospital that provides patient-centered care. Located in Monroeville, UPMC East serves patients using advanced technologies and was built using environmentally efficient construction practices. The hospital is committed to providing services to all members of the community, regardless of their ability to pay. During the fiscal year ended June 30, 2014, UPMC East provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $12,000,000. UPMC East staff attended various area health fairs and presented educational talks to the community. Topics covered included cancer, diabetes, weight management, vascular health, fall prevention, healthy snacking, and depression. The hospital donated space for various charitable/community organizations, cookies for a fundraiser, and first aid kits. UPMC Hamot (Hamot) is a 446 bed tertiary medical center with specialties that include cardiology, neuroscience, critical care, orthopedics, and women's health services. The medical center reaches out to more than 1 million people in northwestern Pennsylvania, western New York, and eastern Ohio. The mission is to serve patients, communities and one another in the Hamot tradition of quality, health, healing, and education. In partnership with its physicians, payers, and other stakeholders, Hamot will continue to advance the health and wellness of the communities it serves, regardless of patients' ability to pay, by achieving clinical quality of the highest national standards and maximizing operational efficiencies. The core values are to fulfill Hamot's mission through c
Part III Statement of Program Service Accomplishments Continued 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 in an effort to educate and promote good health. On a routine basis and in conjunction with other UPMC entities and community resources, CMI physicians and staff 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 the previously mentioned medical conditions and a variety of other timely 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, cardiovascular care, and outpatient physical therapy services. RHS provided charity care and other uncompensated care, at a cost of approximately $3,200,000 in the fiscal year ended June 30, 2014, as well as $2,300,000 in subsidized health services. 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 hospital's 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 hospital's emergency department by collaborating through its core team of EM physicians with ambulance services and EMTs serving the respective hospital. EM provided charity care and other uncompensated care, at a cost of over $5,000,000 in the fiscal year ended June 30, 2014. Community Family Health Centers, Inc. (CFHC) is organized and operated exclusively for charitable, scientific, and educational purposes, and provided all services regardless of patients' ability to pay. CFHC has three primary activities: 1) to assist in developing and maintaining a neighborhood health center and to provide healthcare services to patients and their families in the underserved surrounding communities, regardless of their ability to pay; 2) to train and educate family practice physicians and residents of medical programs who serve in the surrounding community; and 3) to provide additional programs and services to educate and benefit the surrounding communities. CFHC currently operates a neighborhood health center to serve patients in many diverse sectors of the Pittsburgh community, regardless of their ability to pay. Services provided at the health center include care for the entire family, such as sick and well-child visits, women's health care, total adult health care, and care for older adults. CFHC also offers family planning and pregnancy care, including delivery; care for emotional, marital, and social problems; sports medicine and treatment of minor injuries, including fractures; treatment of minor skin problems; house calls in the area if needed; laboratory services; and radiology services. University Health Center of Pittsburgh's (UHCP) primary purpose is to provide leadership and management to UPMC's graduate medical education programs. UHCP's activities consist of implementing, with non-profit Board direction and approval, policies and procedures for the common benefit of its member hospitals. These policies and procedures promote the operation of UHCP as an efficient, well-rounded, and effective community and regional health resource. UHCP also develops, focuses, facilitates, and implements, with the approval of its members, the relationships with the University of Pittsburgh and more particularly with the Schools of Medicine and Health Sciences. UHCP coordinates graduate medical education programs on behalf of the members and coordinates affiliations with health care providers consistent with its mission as a regional health resource. The three skilled nursing facilities that are part of UPMC Group are Sugar Creek Station, Cranberry Place, and the Heritage Shadyside. Sugarcreek Station is a licensed, Medicare/Medicaid certified skilled nursing facility that provides skilled and intermediate long-term care services to residents 24 hours a day. During the fiscal year ended June 30, 2014, Sugarcreek Station provided uncompensated care via Medicaid shortfall of over $1,300,000. Cranberry Place is licensed as a Continuing Care Retirement Community (CCRC). As such, Cranberry Place operates the entire continuum of senior care-independent living, personal care, and skilled nursing facilities. Cranberry Place's skilled nursing facility is a 150-bed residence that offers skilled nursing services, rehabilitative services, comprehensive long-term care and hospice care for the terminally ill and has an on-site dialysis center. This facility is dually certified by Medicare and Medicaid. Spacious grounds, courtyards, and single level design allows for safe movement throughout the residence. The Cranberry Place skilled nursing site is located on the campus of UPMC Passavant-Cranberry Hospital of Cranberry Township. Cranberry Place provides the highest level of skilled care, regardless of a patient's ability to pay. During the fiscal year ended June 30, 2014, Cranberry Place provided uncompensated care via Medicaid shortfall of approximately $1,500,000. The Heritage Shadyside is a 145-bed continuing care facility located in the Squirrel Hill area of Pittsburgh. The Heritage Shadyside provides a warm and caring atmosphere for patient care. The Heritage Shadyside is a residence that offers skilled nursing services, rehabilitative services, comprehensive long-term care, and hospice care. The mission of The Heritage Shadyside is to provide the best patient care regardless of a patient's ability to pay. During the fiscal year ended June 30, 2014, The Heritage Shadyside provided free or uncompensated care via Medicaid shortfall of approximately $1,026,000. UPMC Horizon Foundation (the Foundation) provides a volunteer network of community members to increase philanthropic support for UPMC Horizon. The Foundation raises and distributes money in support of programs and services that contribute to good health and improved quality of life for residents in the UPMC Horizon service area. Health Center Development provides facilities for its tax-exempt affiliate, UPMC Presbyterian Shadyside, in furtherance of UPMC Presbyterian Shadyside's exempt mission. UPMC Visiting Nurses Association (VNA) is ranked by The National Association of Home Care Providers as the largest Pennsylvania home health provider and Number 14 nationally. The organization provides complete home health nursing services, including behavioral health, IV therapy, medical-surgical, obstetrics, pediatrics, and rehabilitation, regardless of a patient's ability to pay. UPMC Community Provider Services' programs include Living-at-Home, Follow-Me-Home, the Institute for Rehabilitation and Research, and the Institute on Aging. Living-at-Home and Follow-Me-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 Institute's 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 coordinatin
Part IV Checklist of Required Schedules Question 12: An external audit is completed at a consolidated UPMC system level only, including UPMC and all subsidiaries.
Part 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 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. 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 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 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 employee 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 do not have a conflict of interest, as defined by the relevant regulations, with respect to the compensation program and levels. The Committee obtains and relies upon a broad range of appropriate data as to comparability prior to making its determinations. The Committee then contemporaneously documents, in formal meeting minutes, the basis and reasons for its determinations. The total compensation program is designed and administered in accordance with the UPMC Bylaws, sound business practices, the tenets of common law business judgment and fiduciary responsibility as well as adherence to all relevant federal, state and local laws. In addition to Code Section 4958, as set forth above, this includes but is not limited to Code Section 501(c)(3) and the applicable regulations thereunder as well as all laws and regulations prohibiting private inurement, private benefit transactions and discrimination. Further, the Committee has identified and adopted, as appropriately modified for UPMC, compensation program "best practices" from the business world (e.g. Sarbanes Oxley, SEC, etc.). The Committee believes that while these practices are not required in the tax exempt sector, they are in the best interests of the organization and further support UPMC's nonprofit mission. In accordance with the above, determination of total compensation for the CEO is made exclusively by the Committee. Determination of total compensation for other officers and key employees is recommended by the CEO and subject to review and approval by the Committee. The Committee, which meets at least four times a year, obtains professional advice from its own experts, including accountants, executive compensation consultants and legal counsel. Question 16A and B: UPMC has a formal written policy pertaining to joint ventures between UPMC Tax-Exempt entities and taxable entities. The policy employs an internal procedure for review of all transactions involving potential participation in joint ventures and similar arrangements to ensure that such entities operate in accordance with applicable IRS policies and within UPMC's charitable purposes.
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 Employees 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. The total hours disclosed in Part VII relates to the position for which the person is disclosed except in the case where the person is also employed by the same distinct entity. In such case, the hours reflect average hours spent in their operational role. For purposes of disclosure average hours per week for a full time person is listed as 40 hours, however, in almost all cases, this is a conservative estimate and most work hours in excess of 40 per week.
Part XI Reconciliation of Net Assets Transfers to/from Exempt Parent -159,649,610 Net Restricted/SPF Activity -15,031,637 Other Increases/Decreases in Fund Balance -1,070,473 Partnership/JV Investments -8,554,060 Currency Adjustment 623,442 Change in Beneficial Interest 73,560,586 Transfers to/from Exempt Affiliates -39,406,811 Addition of Group Member 377,925,852 TOTAL 228,397,288
Part XII Financial Statements and Reporting QUESTION 2C An external audit is completed at a consolidated UPMC system level only, including UPMC and all taxable and tax-exempt subsidiaries. UPMC has an Audit Committee that is established to assist the Board of Directors in fulfilling its oversight responsibilities by monitoring UPMC consolidated financial reports and other financial information provided by UPMC to governmental bodies, the public or other external entities. The UPMC's system of internal controls regarding finance, accounting, legal compliance and ethics that management and the Board have established and UPMC's internal auditing, accounting and financial reporting processes also provided oversight.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) UPMC ITALY SRL
PIAZZA SETT ANGELI 1090134
  PALERMO  
IT
HEALTHCARE IT 42,734,626 27,652,204 UPMC OVERSEA
 










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1) UPMC SENIOR COMMUNITIES INC

600 GRANT STREET

PITTSBURGH,PA15219
25-1574736
SR. LIVING PA 501(C)(3) 9 UPMC
 
Yes
 
(2) PITTSBURGH LIFETIME CARE COMMUNITY

600 GRANT STREET

PITTSBURGH,PA15219
25-1335247
CCRC PA 501(C)(3) 9 UPMC SR COMM
 
Yes
 
(3) CANTERBURY PLACE

600 GRANT STREET

PITTSBURGH,PA15219
25-0965334
SR. LIVING PA 501(C)(3) 11(A) I UPMC SR COMM
 
Yes
 
(4) SENECA PLACE

600 GRANT STREET

PITTSBURGH,PA15219
72-1562844
SR LIVING PA 501(C)(3) 9 UPMC SR COMM
 
Yes
 
(5) SHADYSIDE HOSPITAL SUPPORTING FOUNDATION

600 GRANT STREET

PITTSBURGH,PA15219
26-0303394
FOUNDATION PA 501(C)(3) 11(A) I UPMC
 
Yes
 
(6) UPMC LEE

600 GRANT STREET

PITTSBURGH,PA15219
25-0613830
INACTIVE PA 501(C)(3) 3 UPMC
 
Yes
 
(7) COMMMUNITY PHYSICIAN SERVICES INC

600 GRANT STREET

PITTSBURGH,PA15219
25-1722923
INACTIVE PA 501(C)(3) 9 UPMC
 
Yes
 
(8) PITTSBURGH CARE PARTNERSHIP INC

600 GRANT STREET

PITTSBURGH,PA15219
25-1753852
ADULTDAYCARE PA 501(C)(3) 9 UPMC
 
Yes
 
(9) UPMC CENTER FOR HIGH VALUE HEALTHCARE

600 GRANT STREET

PITTSBURGH,PA15219
45-2178782
RESEARCH PA 501(C)(3) 7 UPMC
 
Yes
 
(10) CLINICALCONNECT HIE

600 GRANT STREET

PITTSBURGH,PA15219
27-4585032
TECHNOLOGY PA 501(C)(3) 11(B)II UPMC
 
Yes
 
(11) SHADYSIDE HOSPITAL FOUNDATION

532 SOUTH AIKEN AVENUE

PITTSBURGH,PA15232
25-1290546
FOUNDATION PA 501(C)(3) 11(C)III UPMC PRESBY
 
Yes
 
(12) PASSAVANT HOSPITAL FOUNDATION

9100 BABCOCK BLVD

PITTSBURGH,PA15237
25-1407815
FOUNDATION PA 501(C)(3) 11(B)II UPMC PASS
 
Yes
 
(13) UPMC NORTHWEST FOUNDATION

100 FARFIELD DRIVE

SENECA,PA16346
25-1483624
FOUNDATION PA 501(C)(3) 11(D)III UPMC NORTHWE
 
Yes
 
(14) ST MARGARET FOUNDATION

600 GRANT STREET

PITTSBURGH,PA15219
25-1520340
FOUNDATION PA 501(C)(3) 7 UPMC ST MARG
 
Yes
 
(15) CHILDREN'S HOSPITAL OF PITTSBURGH FND

600 GRANT STREET

PITTSBURGH,PA15219
25-1865744
FOUNDATION PA 501(C)(3) 7 UPMC CHP
 
Yes
 
(16) MAGEE-WOMEN RES INST AND FOUNDATION

600 GRANT STREET

PITTSBURGH,PA15219
25-1462311
FOUNDATION PA 501(C)(3) 7 NA
 
 
No
(17) KANE COMMUNITY HOSPITAL

4372 ROUTE 6

KANE,PA16735
25-0998168
HOSPITAL PA 501(C)(3) 3 UPMC HAMOT
 
 
No
(18) HOME NURSING AGENCY FOUNDATION

201 CHESTNUT AVE

ALTOONA,PA16601
25-1467014
FOUNDATION PA 501(C)(3) 11(C)III HNAA
 
Yes
 
(19) HOME NURSING AGENCY AFFILIATES

201 CHESTNUT AVE

ALTOONA,PA16601
25-1518698
HOMECARE PA 501(C)(3) 9 CPS
 
Yes
 
(20) HOME NURSING AGENCY AND VNA

201 CHESTNUT AVE

ALTOONA,PA16601
25-1188570
HOMECARE PA 501(C)(3) 9 HNAA
 
Yes
 
(21) HOME NURSING AGENCY COMMUNITY SERVICES

154 LAKEMONT PARK BLVD

ALTOONA,PA16602
25-1517533
HOMECARE PA 501(C)(3) 9 HNAA
 
Yes
 
(22) Great Lakes Physician Practice

600 Grant Street 58th Floor

Pittsburgh,PA15219
46-4186362
Physicians NY 501(C)(3) 3 RHS
 
 
No
(23) Hamot Health Foundation

302 French St

Erie,PA16507
25-1400999
Foundation PA 501(C)(3) 11(B)II UPMC HAMOT
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) LILIANE S KAUFMANN MOB ASSOC

600 GRANT STREET
PITTSBURGH,PA15219
25-1551779
MED OFFICE BL PA UPMC PRESBYSHA
 
related 628,335 6,090,500   No 0     93.514 %
(2) SENECA HILLS ASSISTED LIVING LP

600 GRANT STREET
PITTSBURGH,PA15219
23-2873106
ASSISTED LIVI PA NA
 
  0 0     0      
(3) ST MARGARET MEDICAL ARTS ASSOCIATES

600 GRANT STREET
PITTSBURGH,PA15219
25-1786655
MED OFFICE BL PA NA
 
  0 0     0      
(4) CORE NETWORK LLC

600 GRANT STREET
PITTSBURGH,PA15219
25-1786209
HEALTHCARE PA UPMC COMM PROVI
 
related 3,212,337 8,154,569   No 0     76.009 %
(5) UPMC JEFFERSON REGIONAL HOME HEALTH LP

600 GRANT STREET
PITTSBURGH,PA15219
25-1844485
HOMECARE PA UPMC COMM PROVI
 
related 0 0   No 0     64.980 %
(6) LIFE HOME CARE LP

600 GRANT STREET
PITTSBURGH,PA15219
25-1847839
HOMECARE PA UPMC COMM PROV
 
related -80,004 0   No 0     99.000 %
(7) SHADYSIDE MEDICAL CENTER ASSOCIATION

600 GRANT STREET
PITTSBURGH,PA15219
25-1608318
MED OFFICE BL PA NA
 
  0 0     0      
(8) CHARTWELL PA LP

600 GRANT STREET
PITTSBURGH,PA15219
25-1729714
HOMEHEALTH PA UPMC COMM PROV
 
related 14,692,748 21,236,109   No 0 Yes   83.100 %
(9) LIFE Care Home SERVCS NORTHWESTERN PENN

1647 SASSAFRAS STREET
ERIE,PA16501
25-1536879
HOME HEALTH S PA HAMOT
 
related 2,599,460 8,685,185   No 0 Yes   100.000 %
(10) HAMOT-KCH REAL ESTATE VENTURE

300 STATE STREET
ERIE,PA16501
26-3691782
MEDICAL OFFIC PA HAMOT
 
related 0 27,952   No 0 Yes   51.000 %
(11) HAMOT SURGERY CENTER LLC

200 STATE STREET
ERIE,PA16507
25-1863661
AMBULATORY SU PA HAMOT
 
related 2,438,402 4,705,401   No 0 Yes   51.000 %
(12) EPN-Hamot Urgent Care LLC

600 Grant Street
Pittsburgh,PA15219
27-2147949
Urgent Care PA ERIE PHYSNETWO
 
related 7,088 3,707,577   No 0 Yes   100.000 %
(13) MOUNTAIN VIEW MEDICAL ONCOLOGY

600 GRANT STREET 58TH FLOOR
PITTSBURGH,PA15219
46-1449241
HEALTHCARE PA UPMC MCKEESPORT
 
related 387,375 2,295,000   No 0 Yes   51.000 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) HCPHARMACY CENTRAL INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1364192
PHARMACY CO-O PA VARIOUS
 
C 2,023,306 293,061 78.570 %   No
(2) CHILDREN'S COMMUNITY CARE

600 GRANT STREET
PITTSBURGH,PA15219
25-1781887
PEDIATRIC SVC PA UPMC CHP
 
C 94,229,365 8,881,896 100.000 % Yes  
(3) UPMC CANCER CENTERS IRELAND LIMITED

6TH FLOOR BEACON HOSPITAL
SANDYFORD   DUBLIN 18
EI
CANCER TREATM EI na
 
C          
(4) UPMC CANCER CENTERS HOLDING INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1877017
HOLDING CO PA na
 
C          
(5) HEMATOLOGY ONCOLOGY ASSOC

600 GRANT STREET
PITTSBURGH,PA15219
42-1648357
HEALTHCARE PA na
 
C          
(6) ONCOLOGY HEMATOLOGY ASSOC

600 GRANT STREET
PITTSBURGH,PA15219
25-1762980
HEALTHCARE PA na
 
C          
(7) TRI-STATE NEUROSURGICAL ASSOCIATES

600 GRANT STREET
PITTSBURGH,PA15219
25-1458655
HEALTHCARE PA na
 
C          
(8) RENAISSANCE FAMILY PRACTICE - UPMC INC

600 GRANT STREET
PITTSBURGH,PA15219
26-2942406
HEALTHCARE PA na
 
C          
(9) UPMC HOLDING COMPANY INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1777713
HOLDING CORP PA na
 
C          
(10) UPMC COVERAGE PRODUCTS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1777710
HOLDING CORP PA na
 
C          
(11) FREEDOM INSURANCE COMPANY

600 GRANT STREET
PITTSBURGH,PA15219
03-0308944
INSURANCE VT na
 
C          
(12) TRI-CENTURY INSURANCE CO

600 GRANT STREET
PITTSBURGH,PA15219
25-1500739
INSURANCE PA na
 
C          
(13) UPMC DnA INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1883237
INSURANCE PA na
 
C          
(14) UPMC HEALTH BENEFITS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1844144
HEALTH INSUR PA na
 
C          
(15) UPMC HEALTH NETWORK INC

600 GRANT STREET
PITTSBURGH,PA15219
72-1527566
HEALTH INSUR PA na
 
C          
(16) UPMC HEALTH PLAN INC

600 GRANT STREET
PITTSBURGH,PA15219
23-2813536
HEALTH INSUR PA na
 
c          
(17) UPMC BENEFIT MANAGEMENT SERVICES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1769564
WORKERS' COMP PA na
 
C          
(18) UPMC DIVERSIFIED SERVICES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1778454
HOLDING CORP PA na
 
C          
(19) MONROEVILLE SPECIALTY CLINIC

600 GRANT STREET
PITTSBURGH,PA15219
25-1666087
HEALTHCARE PA na
 
C          
(20) MEDICAL ARCHIVAL SYSTEMS INC

600 GRANT STREET
PITTSBURGH,PA15219
23-2912501
SOFTWARE DEVE DE na
 
C          
(21) PRESBY HEALTH RESOURCE MGMT

600 GRANT STREET
PITTSBURGH,PA15219
25-1422155
HEALTHCARE PA na
 
C          
(22) RX PARTNERS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1801966
RETAIL PHARM PA na
 
C          
(23) BIOTRONICS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1843500
EQUIP MAINTEN PA na
 
C          
(24) MEDICAL CENTER PROPERTIES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1796940
REAL ESTATE PA na
 
C          
(25) ASKESIS DEVELOPMENT GROUP INC

600 GRANT STREET
PITTSBURGH,PA15219
54-1625585
SOFTWARE DEVE DE na
 
C          
(26) PANTHER REINSURANCE COMPANY LTD

 
 
INSURANCE CJ na
 
C          
(27) FORBES REINSURANCE COMPANY LTD

 
 
INSURANCE CJ na
 
C          
(28) CATHEDRAL (RE) INSURANCE CO

 
 
INSURANCE CJ na
 
C          
(29) UPMC INTERNATIONAL HEALTH INITIATIVES

600 GRANT STREET
PITTSBURGH,PA15219
84-1706741
INACTIVE PA na
 
C          
(30) UPMC IRELAND LIMITED

6TH FLOOR BEACON HOSPITAL
SANDYFORD   DUBLIN 18
EI
HEALTHCARE SU EI na
 
C          
(31) UPMC UNITED KINGDOM LTD

C/O NAIRCO 11TH FLOOR WHITEFRIARS
LEWINS MEAD,Bristol UKBS1 2NT
UK
98-0571026
SOFTWARE LICE UK na
 
C          
(32) UPMC CYPRUS HOLDINGS LTD

JULIA HOUSE 3 THEMISTOCLES DERVIS
NICOSIA   CY 1066
CY
HEALTHCARE SU CY na
 
C          
(33) UPMC CYPRUS LTD

JULIA HOUSE 3 THEMISTOCLES DERVIS
NICOSIA   CY 1066
CY
HEALTHCARE SU CY na
 
C          
(34) UPMC Beacon Sandyford Limited

Ste 36 Beacon Hall Beacon Court
Sandyford,N/ADublin 18
EI
Hospital Oper EI na
 
C          
(35) UPMC BCS Limited

Ste 36 Beacon Hall Beacon Court
Sandyford,N/ADublin 18
EI
Holding Compa EI na
 
C          
(36) UPMC BMGS LimITed

Ste 36 Beacon Hall Beacon Court
Sandyford,N/ADublin 18
EI
Triology Leas EI na
 
C          
(37) UPMC BHSH Limited

Beacon Hall The Mall at Beacon Crt
Sandyford,N/ADublin 18
EI
HOLDING COMPA EI na
 
C          
(38) BAYFRONT REGIONAL DEVELOPMENT CORP

300 STATE STREET
ERIE,PA16507
25-1401388
RE HOLDING CO PA Hamot
 
C 1,519,355 11,939,482 100.000 % Yes  
(39) BAYSIDE DEVELOPMENT CORP

300 STATE STREET
ERIE,PA16507
25-1401386
REAL ESTATE/P PA na
 
C          
(40) 21ST CENTURY BIODEFENSE INC

600 GRANT STREET
PITTSBURGH,PA15219
26-3806281
INACTIVE PA na
 
C          
(41) UPMC Work Alliance Inc

600 Grant Street
Pittsburgh,PA15219
45-2825053
Insurance PA na
 
C          
(42) UPMC CANADA TECHNOLOGIES LIMITED

600 GRANT STREET
PITTSBURGH,PA15219
SOFTWARE CA NA
 
C          
(43) ALLIED ORTHOPEDICS APPLIANCES INC

335 E 3RD ST
JAMESTOWN,NY14701
16-1092951
MED APPLIANCE PA NA
 
C          
(44) UPMC HEALTH COVERAGE INC

600 GRANT STREET 58TH FLOOR
PITTSBURGH,PA15219
46-2824537
INSURANCE PA NA
 
C          
(45) UPMC HEALTH OPTIONS INC

600 GRANT STREET
PITTSBURGH,PA15219
46-2824626
INSURANCE PA NA
 
C          
(46) Prodigo Solutions Inc

600 Cranberry Woods Drive STE 150
Cranberry Twp,PA16066
46-3889233
Software PA N/A
C          
(47) Via Oncology LLC

5750 Centre Avenue Ste 500
Pittsburgh,PA15206
37-1754667
Oncology Svcs PA UPCICS
 
C          
(48) UPMC Complete Care Inc

5215 Centre Avenue
Pittsburgh,PA15232
46-3605753
Healthcare PA N/A
C          
(49) American Home Health Services

868 Corporate Way
Westlake,OH44145
31-1521422
Home Health Care OH N/A
C          
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
Yes
 
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
Yes
 
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
Yes
 
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) Core Network LLC

P 33,267,849 cost
(2) UPMC

k 14,721,709 cost
(3) Liliane S Kaufmann MOB Associates

k 1,641,816 cost
(4) UPMC

p 75,140,028 cost
(5) Children's Community Care

o 1,218,882 cost
(6) Children's Community Care

p 215,240 cost
(7) Children's Community Care

q 638,205 cost
(8) The Center for Biosecurity of UPMC Inc

q 161,431 cost
(9) Strategic Business Initiatives LLC

q 2,059,797 cost
(10) University of Pgh Cancer Inst Cancer Services

q 2,140,002 cost
(11) University of Pittsburgh Physicians

q 67,897,931 cost
(12) UPMC Community Provider Services

q 8,699,403 cost
(13) UPMC Community Medicine Inc

q 10,191,718 cost
(14) UPMC Emergency Medicine Inc

q 410,463 cost
(15) UPMC Horizon

q 8,416,812 cost
(16) UPMC Bedford

q 3,094,809 cost
(17) UPMC Northwest

q 10,922,848 cost
(18) Magee Womens Hospital of UPMC

q 116,757,163 cost
(19) UPMC Passavant

q 40,140,391 cost
(20) UPMC St Margaret

q 25,311,979 cost
(21) Children's Hospital of UPMC

q 63,051,387 cost
(22) UPMC McKeesport

q 4,635,293 cost
(23) UPMC Mercy

q 8,051,161 cost
(24) UPMC For You

q 7,917,478 cost
(25) Community Care Behavioral Health Org

q 6,436,617 cost
(26) HC Pharmacy Central Inc

q 61,719 cost
(27) UPMC Hamot

q 22,211,307 cost
(28) UPMC Health Benefits Inc

q 371,711 cost
(29) UPMC Benefit Management Services Inc

q 2,721,321 cost
(30) UPMC Health Plan Inc

q 4,885,651 cost
(31) UPMC Health Network Inc

q 2,916,146 cost
(32) Cathedral Reinsurance Company Ltd

q 883,384 cost
(33) Forbes Reinsurance Company Ltd

q 533,618 cost
(34) Panther Reinsurance Company Ltd

q 141,252 cost
(35) Tri-Century Insurance Company

q 235,420 cost
(36) Monroeville Specialty Clinic Inc

q 403,085 cost
(37) Tri-State Neurosurgical Associates-UPMC Inc

q 363,901 cost
(38) UPMC Holding Company Inc

q 8,968,369 cost
(39) Renaissance Family Practice-UPMC Inc

q 813,893 cost
(40) UPMC East

q 6,367,291 cost
(41) Erie Physicians Network-UPMC Inc

q 529,537 cost
(42) Hematology Oncology Association

q 1,211,657 cost
(43) Oncology-Hematology Association

q 683,304 cost
(44) UPMC Health Options Inc

q 2,189,667 cost
(45) Donohue & Allen Cardiology-UPMC Inc

q 217,056 cost
(46) Center for Emergency Medicine

q 138,707 cost
(47) Medical Center Properties

q 8,587,532 cost
(48) UPMC Presbyterian Shadyside

p 451,732,211 cost
(49) Magee Womens Hospital of UPMC

r 168,375 cost
(50) UPMC Passavant

r 40,738,727 cost
(51) UPMC Northwest

r 9,682,948 cost
(52) UPMC Presbyterian Shadyside

r 111,451,214 cost
(53) UPMC Hamot

r 57,008,997 cost
(54) University of Pittsburgh Physicians

c 7,281,962 cost
(55) UPMC St Margaret

r 15,387,092 cost
(56) Children's Hospital of Pittsburgh of UPMC

c 98,172 cost
(57) Children's Hospital of Pittsburgh of UPMC

r 42,004,530 cost
(58) UPMC Horizon

r 7,949,578 cost
(59) UPMC McKeesport

r 1,274,709 cost
(60) UPMC Braddock

c 348,290 cost
(61) UPMC Mercy

c 5,198,116 cost
(62) UPMC East

c 117,486,220 cost
(63) UPMC Bedford

r 25,342,576 cost
(64) Rx Partners Inc

p 2,013,833 cost
(65) Donohue & Allen-UPMC Inc

p 2,207,616 cost
(66) UPMC Presbyterian Shadyside

q 2,207,616 cost
(67) Strategic Business Initiatives LLC

k 4,034,604 cost
(68) UPMC Presbyterian Shadyside

j 4,034,604 cost
(69) Medical Archival Systems Inc

p 516,560 cost
(70) UPMC Presbyterian Shadyside

q 516,560 cost
(71) University of Pittsburgh Physicians

p 446,226,951 cost
(72) UPMC Bedford

q 188,720 cost
(73) Center for Emergency Medicine

q 1,109,104 cost
(74) Children's Hospital of Pittsburgh of UPMC

q 62,174,655 cost
(75) UPMC East

q 6,376,153 cost
(76) UPMC Community Provider Services

q 869,978 cost
(77) UMC Horizon

q 4,110,462 cost
(78) Magee Womens Hospital of UPMC

q 36,917,214 cost
(79) UPMC McKeesport

q 5,460,843 cost
(80) UPMC Mercy

q 43,526,577 cost
(81) UPMC Passavant

q 18,926,264 cost
(82) UPMC Northwest

q 3,067,326 cost
(83) University of Pgh Cancer Inst Cancer Services

q 1,064,575 cost
(84) UPMC Overseas

q 320,000 cost
(85) UPMC Presbyterian Shadyside

q 241,078,671 cost
(86) Community Family Health Centers Inc

q 110,503 cost
(87) UPMC Hamot

q 6,484,485 cost
(88) UPMC For You

q 99,463 cost
(89) UPMC St Margaret

q 13,795,349 cost
(90) Regional Health Services Inc

q 546,609 cost
(91) UPMC Presbyterian Shadyside

k 10,286,776 cost
(92) Children's Hospital of Pittsburgh of UPMC

k 8,694,946 cost
(93) Magee Womens Hospital of UPMC

k 1,813,426 cost
(94) UPMC St Margaret

k 1,571,711 cost
(95) UPMC Passavant

k 3,870,658 cost
(96) UPMC Horizon

k 863,053 cost
(97) UPMC McKeesport

k 289,847 cost
(98) UPMC Bedford

k 124,982 cost
(99) UPMC Mercy

k 2,968,383 cost
(100) University of Pgh Cancer Inst Cancer Services

k 91,020 cost
(101) University of Pittsburgh Physicians

k 670,803 cost
(102) UPMC Community Medicine Inc

k 639,069 cost
(103) Center for Emergency Medicine

k 80,783 cost
(104) Erie Physicians Network-UPMC Inc

k 89,897 cost
(105) UPMC Hamot

k 1,181,892 cost
(106) Regional Health Services Inc

k 375,547 cost
(107) UPMC Bedford

j 83,244 cost
(108) Center for Emergency Medicine

j 110,556 cost
(109) Children's Community Care

j 151,420 cost
(110) Children's Hospital of Pittsburgh of UPMC

j 236,013 cost
(111) Core Network LLC

j 1,327,407 cost
(112) Donohue & Allen Cardiology-UPMC Inc

j 55,490 cost
(113) UPMC Emergency Medicine Inc

j 65,067 cost
(114) UPMC Hamot

j 118,706 cost
(115) The Heritage Shadyside

j 202,744 cost
(116) UPMC Community Provider Services

j 176,916 cost
(117) Community Care Behavioral Health Org

j 84,684 cost
(118) UPMC Horizon

j 61,938 cost
(119) Magee Womens Hospital of UPMC

j 1,531,889 cost
(120) University of Pgh Cancer Inst Cancer Services

j 73,587 cost
(121) UPMC Presbyterian Shadyside

j 1,742,994 cost
(122) Regional Health Services Inc

j 1,009,507 cost
(123) Seneca Place

j 168,649 cost
(124) Shadyside Medical Center Associates

j 124,800 cost
(125) University of Pittsburgh Physicians

j 19,929,108 cost
(126) UPMC Community Medicine Inc

j 3,848,127 cost
(127) Tri-State Neurosurgical Associates-UPMC Inc

j 201,813 cost
(128) Renaissance Family Practice-UPMC Inc

j 72,713 cost
(129) Cranberry Place

j 2,182,848 cost
(130) Erie Physicians Network-UPMC Inc

q 3,945,852 cost
(131) UPMC Hamot

p 3,945,852 cost
(132) Community Family Health Centers Inc

q 108,289 cost
(133) UPMC Bedford

q 84,797 cost
(134) Regional Health Services Inc

q 3,309,511 cost
(135) University of Pittsburgh Physicians

p 3,502,597 cost
(136) UPMC

c 2,000,000 cost
(137) UPMC Overseas

p 4,359,719 cost
(138) UPMC Italy Srl

q 4,359,719 cost
(139) UPMC Emergency Medicine Inc

p 8,071,579 cost
(140) UPMC Horizon

q 2,972,600 cost
(141) UPMC McKeesport

q 1,689,253 cost
(142) UPMC Northwest

q 1,770,661 cost
(143) UPMC Passavant

q 471,230 cost
(144) UPMC St Margaret

q 261,000 cost
(145) UPMC Presbyterian Shadyside

q 230,549 cost
(146) UPMC East

q 410,000 cost
(147) University of Pittsburgh Physicians

q 266,286 cost
(148) UPMC Community Medicine Inc

p 98,969,133 cost
(149) UPMC Bedford

q 4,082,330 cost
(150) UPMC East

q 3,629,850 cost
(151) UPMC Horizon

q 8,955,022 cost
(152) Magee Womens Hospital of UPMC

q 3,217,699 cost
(153) UPMC McKeesport

q 4,697,333 cost
(154) UPMC Mercy

q 4,584,640 cost
(155) UPMC Passavant

q 11,039,451 cost
(156) UPMC Northwest

q 6,927,985 cost
(157) UPMC Presbyterian Shadyside

q 32,922,920 cost
(158) UPMC St Margaret

q 18,911,903 cost
(159) UPMC Presbyterian Shadyside

q 770,264 cost
(160) Community Family Health Centers Inc

p 770,264 cost
(161) UPMC Presbyterian Shadyside

p 1,964,942 cost
(162) Community Family Health Centers Inc

a 1,964,942 cost
(163) University of Pgh Cancer Inst Cancer Services

p 17,279,344 cost
(164) UPMC Northwest

q 650,613 cost
(165) UPMC Presbyterian Shadyside

q 16,628,730 cost
(166) UPMC

s 5,677,227 cost
(167) Childrens Community Care

f 5,800,000 cost
(168) Bayfront Regional Development Corporation

r 13,685,000 cost
(169) UPMC

a 84,126 cost
(170) UPMC Community Provider Services

p 634,274 cost
(171) UPMC Visiting Nurses Association

q 224,197 cost
(172) UPMC Presbyterian Shadyside

q 174,586 cost
(173) UPMC Senior Living Corporation

q 64,126 cost
(174) Childrens Hospital of Pittsburgh of UPMC

p 920,367 cost
(175) UPMC Health Plan

q 866,984 cost
(176) University of Pittsburgh Physicians

q 53,383 cost
(177) UPMC St Margaret's

p 407,061 cost
(178) University of Pittsburgh Physicians

q 70,753 cost
(179) UPMC Community Medicine Inc

q 223,625 cost
(180) Regional Health Services Inc

p 3,600,250 cost
(181) UPMC Hamot

q 3,600,250 cost
(182) University of Pgh Cancer Inst Cancer Services

p 276,042 cost
(183) UPMC McKeesport

q 276,042 cost
(184) University of Pittsburgh Physicians

p 191,882 cost
(185) UPMC Presbyterian Shadyside

p 606,293 cost
(186) UPMC St Margaret

q 293,841 cost
(187) UPMC Passavant

q 312,452 cost
(188) Oncology-Hematology Association

p 250,000 cost
(189) UPMC Horizon

q 250,000 cost
(190) Childrens Community Care

p 540,870 cost
(191) UPMC Hamot

q 271,163 cost
(192) Regional Health Services Inc

q 167,836 cost
(193) UPMC Bedford

q 101,871 cost
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
PART III IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP RESPONSES AND AMOUNT IN COLUMNS F-K REPRESENT TOTALS/RESPONSE FOR ALL UPMC GROUP MEMBERS.
PART IV IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A CORPORATION OR TRUST AMOUNTS REPORTED IN COLUMNS F-G REPRESENT TOTALS FOR ALL UPMC GROUP MEMBERS.
Schedule R (Form 990) 2013
Additional Data


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