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.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
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 ST 58TH FLR CORP TAX
 
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 $ 10,923,272,930
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 59
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 21
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 60,600
6 Total number of volunteers (estimate if necessary) ............. 6 6,196
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 2,123,893
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 75,521,421 77,338,120
9 Program service revenue (Part VIII, line 2g) ......... 10,018,151,735 10,473,046,456
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 13,601,142 38,788,606
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -9,111,290 -353,218
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 10,098,163,008 10,588,819,964
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 18,181,251 24,689,653
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) 4,580,761,407 4,717,687,542
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,902,399    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 5,328,891,249 5,655,561,821
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,927,833,907 10,397,939,016
19 Revenue less expenses. Subtract line 18 from line 12....... 170,329,101 190,880,948
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 6,276,733,210 6,610,759,840
21 Total liabilities (Part X, line 26)............. 1,155,195,092 1,411,549,240
22 Net assets or fund balances. Subtract line 21 from line 20..... 5,121,538,118 5,199,210,600
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 (2014)
Form 990 (2014)
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 $ 9,409,251,209 including grants of $   ) (Revenue $ 10,473,046,456 )
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 expensesMediumBullet9,409,251,209
Form 990 (2014)
Form 990 (2014)
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 (2014)
Form 990 (2014)
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 domestic 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 or for domestic individuals 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), 501(c)(4), and 501(c)(29) 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 "Yes," 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 (2014)
Form 990 (2014)
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
1,463
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
2
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
60,600
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
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring 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 (2014)
Form 990 (2014)
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
59
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
21
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletROBERT A DEMICHIEI
600 GRANT STREET 58TH FLOOR
PITTSBURGH,PA15219 (412) 647-2345
Form 990 (2014)
Form 990 (2014)
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) Bryant Wesley........................................................................
Board Member and Secretary
1.0
.......................40.0
X   X       0 0 0
(2) Jerome Shaffer........................................................................
Board Member, Treas & CFO
1.0
.......................40.0
X   X       0 0 0
(3) Leslie Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(4) Edward Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(5) Deborah Brodine........................................................................
Board Member and President
1.0
.......................40.0
X   X       0 0 0
(6) Ralph Aldinger DO........................................................................
Board Member
1.0
.......................40.0
X           349,541 0 29,757
(7) David Baer MD........................................................................
Board Member
1.0
.......................40.0
X           286,475 0 38,603
(8) John R Blackburn III........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(9) Beth Clark DO........................................................................
Board Member
1.0
.......................40.0
X           156,090 0 12,824
(10) Nicole Debolt DO........................................................................
Board Member
1.0
.......................40.0
X           323,050 0 24,150
(11) Angela Duvall........................................................................
Board Secretary
1.0
.......................0.0
X   X       0 0 0
(12) James Gonsman........................................................................
Board Treasurer
1.0
.......................0.0
X   X       0 0 0
(13) Garry Goss........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(14) Gerald Gronborg DPM........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(15) Robert Halbritter........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(16) John Holbert........................................................................
Board Vice Chair
1.0
.......................0.0
X           0 0 0
(17) Judy Jackson........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
Form 990 (2014)
Form 990 (2014)
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) Mabel Jordan........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(19) David T Martin........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(20) Todd Roadman........................................................................
Board 2nd Vice Chair
1.0
.......................0.0
X           0 0 0
(21) Christopher Samuel MD........................................................................
Board Member
1.0
.......................40.0
X           459,399 0 34,317
(22) Rev Ray Short........................................................................
Board 3rd Vice Chair
1.0
.......................0.0
X           0 0 0
(23) Amy Bush........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(24) Candi Castleberry-Singleton........................................................................
Board Vice Chair
1.0
.......................40.0
X           377,911 0 52,404
(25) George A Huber Esq........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(26) David T Martin........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(27) Tamra Minnier........................................................................
Board Member
1.0
.......................40.0
X           670,674 0 84,631
(28) Mark O'Hern........................................................................
Board Secretary
40.0
.......................1.0
X   X       0 0 0
(29) Mark Sevco........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(30) Thomas W Sterling........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(31) William Cook........................................................................
Board Vice Chair
1.0
.......................40.0
X           0 0 0
(32) Christopher A Gessner........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(33) John Innocenti........................................................................
Board Chair
1.0
.......................40.0
X   X       0 0 0
(34) Thomas Inglesby MD........................................................................
Board Chair and Pres
40.0
.......................0.0
X   X       355,736 0 93,025
(35) Anita Cicero........................................................................
Board Member, Sec and Treas
40.0
.......................1.0
X   X       327,037 0 21,800
(36) John Reilly MD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(37) Charles Bogosta........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(38) Steven Shapiro MD........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(39) Leslie Braksick PhD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(40) Ronald R Davenport Jr........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(41) Douglas P Dick........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(42) Mary Jo Howard Dively Esq........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(43) Lawrence N Gumberg........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(44) Howard W Hanna III........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(45) Arthur S Levine MD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(46) Kimberly Moses........................................................................
Board Secretary
40.0
.......................0.0
X   X       153,582 0 12,724
(47) Martha Hartle Munsch Esq........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(48) Andrew Nowalk........................................................................
Board Member
1.0
.......................40.0
X           147,524 0 10,045
(49) Judge Jill Rangos........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(50) Joseph C Walton........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(51) Shelia Fine........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(52) MICHAEL FLAHERTY........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(53) Christohper Gessner........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(54) Diane Holder........................................................................
Board Chair
1.0
.......................60.0
X   X       0 0 0
(55) George A Huber Esq........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(56) Scott Lammie........................................................................
Board Member, Sec and Treas
1.0
.......................40.0
X   X       0 0 0
(57) David Lewis........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(58) Ann McGuinn........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(59) Douglas Muetzel........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(60) Laurie Mulvey........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(61) Kenneth Nash MD........................................................................
Board Member
1.0
.......................40.0
X           143,535 0 12,009
(62) Nikki Nordenberg........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(63) Wilford Payne........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(64) Claudia Roth PhD........................................................................
Board Member
1.0
.......................40.0
X           956,585 0 31,654
(65) Loren Roth MD........................................................................
Board Member
1.0
.......................0.0
X           1,500 0 38,492
(66) Jeannette South-Paul MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(67) Laura Thomas........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(68) Robert B Devlin Esq........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(69) John Innocenti........................................................................
Board Chair
1.0
.......................40.0
X   X       0 0 0
(70) Randall Kolb MD........................................................................
Board Member and President
1.0
.......................40.0
X   X       194,189 0 30,739
(71) Eileen Simmons........................................................................
Board Treasurer
1.0
.......................40.0
X   X       0 0 0
(72) Robert Blosat........................................................................
Board Member, VP and COO
1.0
.......................40.0
X   X       652,419 0 93,945
(73) Robert B Devlin Esq........................................................................
Board Secretary
1.0
.......................40.0
X   X       255,304 0 40,318
(74) Francis Solano MD........................................................................
Board Member and President
40.0
.......................0.0
X   X       865,130 0 64,820
(75) Ann Evans........................................................................
Board Member Treasurer and CFO
20.0
.......................20.0
X   X       0 0 0
(76) Steven D Shapiro MD........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(77) Neil Y Van Horn........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(78) Deborah S Brodine........................................................................
Board Member and President
40.0
.......................1.0
X   X       559,429 0 70,846
(79) Leslie Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(80) Edward T Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(81) Stephen Nimmo Esq........................................................................
Board Member and Secretary
1.0
.......................40.0
X   X       568,455 0 81,831
(82) Jerome Shaffer........................................................................
Board Member Treasurer and CFO
40.0
.......................1.0
X   X       293,469 0 35,188
(83) Deborah S Brodine........................................................................
Board Member and President
1.0
.......................40.0
X   X       0 0 0
(84) Peter W Eisenbrandt........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(85) Daniel Grant........................................................................
Vice Pres and COO
10.0
.......................30.0
X   X       0 242,455 32,823
(86) Barb Grossman........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(87) Richard S Hamilton........................................................................
Board Vice Chair
1.0
.......................0.0
X           0 0 0
(88) John D Houston II........................................................................
Board Treas and Board Sec
1.0
.......................0.0
X   X       0 0 0
(89) Emily Jarrett........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(90) Margaret P Joy........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(91) David A Nace MD........................................................................
Board Member
1.0
.......................40.0
X           188,551 0 12,636
(92) Rev Scott Quinn........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(93) Joan Rogers........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(94) Jerome Shaffer........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(95) Daniel Sullivan........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(96) Neil Y Van Horn........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(97) Bryan Donohue MD........................................................................
Board Member and President
40.0
.......................0.0
X   X       727,424 0 42,960
(98) Joon Sup Lee MD........................................................................
Board Member and Secretary
1.0
.......................40.0
X   X       0 0 0
(99) Robert Blosat........................................................................
Board Member and Treasurer
1.0
.......................40.0
X   X       0 0 0
(100) G Nicholas Beckwith III........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(101) Timothy Gaul........................................................................
Board Member
1.0
.......................0.0
X           254,544 0 35,404
(102) Edward T Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(103) Kotayya Kondaveeti MD........................................................................
Board Member
1.0
.......................40.0
X           450,000 0 0
(104) Sean Logan........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(105) Tamra Minton........................................................................
Board Secretary
40.0
.......................0.0
X   X       204,677 0 17,423
(106) Rajesh Sehgal........................................................................
Board Member
1.0
.......................40.0
X           373,765 0 23,309
(107) Eileen Simmons........................................................................
Board Treasurer and CFO
5.0
.......................40.0
X   X       0 0 0
(108) Christopher Stockhausen........................................................................
Board Treasurer and CFO
5.0
.......................40.0
X   X       0 0 0
(109) Robert Voinchet........................................................................
Board Member
1.0
.......................40.0
X           512,317 0 68,564
(110) Robert Blosat........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(111) Paul Mark Paris MD........................................................................
Board Member
1.0
.......................40.0
X           145,358 0 12,365
(112) Mark Sevco........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(113) Ann Evans........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(114) David Patton........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(115) Steven D Shapiro MD........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(116) Richard Wadas MD........................................................................
Board Member and President
40.0
.......................0.0
X           587,840 0 27,736
(117) Donald M Yealy MD........................................................................
Board Member and Vice Presiden
1.0
.......................40.0
X           0 0 0
(118) Robert Blosat........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(119) Ann Evans........................................................................
Board Treasuer and CFO
1.0
.......................40.0
X   X       0 0 0
(120) Philip M Cacchione........................................................................
Board Chair and President
40.0
.......................0.0
X   X       524,237 0 37,292
(121) Paula Garafola........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(122) Diane Holder........................................................................
Board Chair
1.0
.......................60.0
X   X       0 0 0
(123) George A Huber Esq........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(124) Scott Lammie........................................................................
Board Member, Treasurer and CF
5.0
.......................40.0
X   X       0 855,319 188,433
(125) John Lovelace........................................................................
Board Member and President
5.0
.......................40.0
X   X       0 681,804 87,050
(126) Christina Mikolay........................................................................
Board Member
1.0
.......................0.0
X           11,807 0 307
(127) Stephen Perkins MD........................................................................
Board Member
1.0
.......................40.0
X           0 504,454 70,689
(128) Lori Reynolds........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(129) Desmond McDonald........................................................................
Board Chair
1.0
.......................40.0
X   X       0 0 0
(130) Thomas Tupitza Esq........................................................................
Board Vice Chair
1.0
.......................40.0
X           0 0 0
(131) Carrie Ennis........................................................................
Board Secretary
40.0
.......................1.0
X   X       85,666 0 19,937
(132) Donald Birx........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(133) Johnny Johnson........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(134) Richard Nygarrd........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(135) David Zimmer........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(136) Gregory Baldwin Esq........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(137) Mary Bula........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(138) Robert J Ferraro MD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(139) Carolynn Masters PhD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(140) Mark Raimy........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(141) Nicholas Scott........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(142) Jeffrey Beach CPA........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(143) Dwane Brock........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(144) Beth Burnside........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(145) Linda Myers........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(146) Leslie C Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(147) Robert DeMichiei........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(148) Richard S Hamilton........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(149) C Talbot Heppenstall Jr........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(150) Diane Holder........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(151) Margaret P Joy........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(152) Joe Walton........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(153) Gail Welch........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(154) Keith Pemrick........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(155) David Gibbons........................................................................
Vice President
20.0
.......................20.0
X           0 0 0
(156) Bernard Creppage........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(157) Bruce Erb........................................................................
Board Secretary
1.0
.......................0.0
X   X       0 0 0
(158) Deborah Brodine........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(159) Barry Halbritter........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(160) John Lovelace........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(161) Eleanor Medved........................................................................
Board Member
1.0
.......................40.0
X           249,142 0 31,412
(162) Gerald Murray........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(163) Jerry Shaffer........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(164) Bryant Wesley........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(165) Bruce Erb........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(166) Margaret Adams........................................................................
Board Secretary
1.0
.......................0.0
X   X       0 0 0
(167) Karen Smith........................................................................
Board Treasurer
1.0
.......................0.0
X   X       0 0 0
(168) David Cowger MD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(169) Bernard Creppage........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(170) Carolyn Dean........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(171) James Drenning........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(172) Raymond Hess........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(173) Joy Himmel........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(174) Thomas Levine........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(175) Dawn McClellan........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(176) Val Mignogna........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(177) Jay Robert........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(178) Janet Schachtner........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(179) Robert Scholl........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(180) Jack Sinclair........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(181) Amy Swindell DO........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(182) Frances Vaughn........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(183) Diana Woy........................................................................
Board Member
1.0
.......................40.0
X           0 138,742 38,435
(184) Barry Halbritter........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(185) Nancy Fogel........................................................................
Board Secretary
1.0
.......................0.0
X   X       0 0 0
(186) Harold Kann........................................................................
Board Treasurer
1.0
.......................0.0
X   X       0 0 0
(187) Keith Driftmier........................................................................
Board Member
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(188) William Earnest........................................................................
Board Member
1.0
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X           0 0 0
(189) Jean Geist........................................................................
Board Member
1.0
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X           0 0 0
(190) Lisa German........................................................................
Board Member
1.0
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X           0 0 0
(191) Allan Hancock........................................................................
Board Member
1.0
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X           0 0 0
(192) Edward Henderson........................................................................
Board Member
1.0
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X           0 0 0
(193) Raymond Hess........................................................................
Board Member
1.0
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X           0 0 0
(194) Nancy Pyle........................................................................
Board Member
1.0
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X           11,312 0 0
(195) Kathy Wagner........................................................................
Board Member
1.0
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(196) Rebecca Willnecker........................................................................
Board Member
1.0
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X           218,648 0 27,237
(197) Bruce Erb........................................................................
Board Chair
1.0
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(198) Margaret Adams........................................................................
Board Secretary
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(199) Karen Smith........................................................................
Board Treasurer
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(200) David Cowger MD........................................................................
Board Member
1.0
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(201) Bernard Creppage........................................................................
Board Member
1.0
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(202) Carolyn Dean........................................................................
Board Member
1.0
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(203) James Drenning........................................................................
Board Member
1.0
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(204) Raymond Hess........................................................................
Board Member
1.0
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(205) Joy Himmel........................................................................
Board Member
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(206) Thomas Levine........................................................................
Board Member
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(207) Dawn McClellan........................................................................
Board Member
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(208) Val Mignogna........................................................................
Board Member
1.0
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(209) Jay Robert........................................................................
Board Member
1.0
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(210) Janet Schachtner........................................................................
Board Member
1.0
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(211) Robert Scholl........................................................................
Board Member
1.0
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(212) Jack Sinclair........................................................................
Board Member
1.0
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(213) Amy Swindell DO........................................................................
Board Member
1.0
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X           0 0 0
(214) Frances Vaughn........................................................................
Board Member
1.0
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(215) Diana Woy........................................................................
Board Member
1.0
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(216) Bruce Erb........................................................................
Board Chair
1.0
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(217) Margaret Adams........................................................................
Board Secretary
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(218) Karen Smith........................................................................
Board Treasurer
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(219) David Cowger MD........................................................................
Board Member
1.0
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(220) Bernard Creppage........................................................................
Board Member
1.0
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(221) Carolyn Dean........................................................................
Board Member
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(222) James Drenning........................................................................
Board Member
1.0
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(223) Raymond Hess........................................................................
Board Member
1.0
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(224) Joy Himmel........................................................................
Board Member
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(225) Thomas Levine........................................................................
Board Member
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(226) Dawn McClellan........................................................................
Board Member
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(227) Val Mignogna........................................................................
Board Member
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(228) Jay Robert........................................................................
Board Member
1.0
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(229) Janet Schachtner........................................................................
Board Member
1.0
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(230) Robert Scholl........................................................................
Board Member
1.0
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(231) Jack Sinclair........................................................................
Board Member
1.0
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(232) Amy Swindell DO........................................................................
Board Member
1.0
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(233) Frances Vaughn........................................................................
Board Member
1.0
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(234) Diana Woy........................................................................
Board Member
1.0
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(235) John Campbell CPA........................................................................
Board Member
1.0
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X           0 0 0
(236) Tulio Estrada MD........................................................................
Board Member
1.0
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X           533,232 0 36,644
(237) Linda Evans........................................................................
Board Treasurer and Secretary
1.0
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(238) Steve Gargasz........................................................................
Board Member
1.0
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(239) Hendley Hoge........................................................................
Board Member
1.0
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(240) Olivia Lazor........................................................................
Board Member
1.0
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(241) David T Martin........................................................................
Board Member
1.0
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(242) Ronald McCall........................................................................
Board Member
1.0
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(243) Frank Mindicino CFP........................................................................
Board Chair
1.0
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(244) Jason Roeback........................................................................
Board member
1.0
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(245) Rev Martin Roth........................................................................
Board Member
1.0
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(246) Roy J Sartori DO........................................................................
Board Member
1.0
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X           292,852 0 27,797
(247) Noreen Stegkamper........................................................................
Board Member
1.0
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(248) Troy VanAken........................................................................
Board Member
1.0
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(249) Joseph P Walton........................................................................
Board Vice Chair
1.0
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(250) Michael Walton........................................................................
Board Member
1.0
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(251) John Waters........................................................................
Board Member
1.0
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(252) Rod E Wilt........................................................................
Board Member
1.0
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(253) Russell Adkins........................................................................
Board Vice Chair
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(254) Kelly Bailey........................................................................
Board Secretary
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(255) Sam Bellich........................................................................
Board Member
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(256) Steve Bible........................................................................
Board Chair
1.0
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(257) Sarah Boland........................................................................
Board Member, Sec and Treas
1.0
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(258) Gizelle Dean........................................................................
Board Member
1.0
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(259) Julie Dolan Cylenica........................................................................
Board Member
1.0
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(260) Jeanne Endicott........................................................................
Board Member
1.0
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(261) Alyson Fisher........................................................................
Board Member
1.0
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X           35,347 0 3,585
(262) Roberta Goldstone........................................................................
Board Member
1.0
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(263) Kevin McDermott........................................................................
Board Member
1.0
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(264) Joni Murray........................................................................
Board Member
1.0
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X           50,417 0 18,446
(265) Jessica Phillips........................................................................
Board Member
1.0
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(266) Robert Piccirilli........................................................................
Board Member and Chair
1.0
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(267) Lorrie Speir-Chrastina........................................................................
Board Member
1.0
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(268) Rev Lee Weber........................................................................
Board Member
1.0
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(269) Charles Bogosta........................................................................
Board Vice Chair
1.0
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(270) Robert A DeMichiei........................................................................
Board Member
1.0
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(271) Daniel Drawbaugh........................................................................
Board Chair
1.0
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(272) Edward Marinzel........................................................................
Board Member
1.0
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(273) Charles Bogosta........................................................................
Board Member and President
1.0
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(274) John Kuzmishin........................................................................
Board Member, Treas, Sec & CFO
5.0
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X   X       650,250 0 81,112
(275) Rose Almon-Martin........................................................................
Board Secretary
1.0
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X   X       0 0 0
(276) Mark Aloe........................................................................
Board Member
1.0
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(277) Chief Judge Donetta Ambrose........................................................................
Board Vice Chair
1.0
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(278) Carey Andrew-Jaja........................................................................
Board Member
1.0
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X           362,240 0 38,277
(279) Michele Atkins........................................................................
Board Member
1.0
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X           0 0 0
(280) Deborah Barbarita........................................................................
Board Member
1.0
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X           0 0 0
(281) Richard Beigi MD........................................................................
Board Member
1.0
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X           181,776 0 14,114
(282) Kurt Bergman........................................................................
Board Member
1.0
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X           0 0 0
(283) Leslie C Davis........................................................................
Board Member and President
40.0
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X   X       1,082,563 0 142,901
(284) Gregory Dell'Omo........................................................................
Board Member
1.0
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X           0 0 0
(285) Robert Edwards........................................................................
Board Member
1.0
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X           0 0 0
(286) Peter W Eisenbrandt........................................................................
Board Treasurer
1.0
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X   X       0 0 0
(287) W Allen Hogge MD........................................................................
Board Member
1.0
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X           0 0 0
(288) Margaret P Joy........................................................................
Board Member
1.0
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X           0 0 0
(289) David Kaplan........................................................................
Board Member
1.0
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X           0 0 0
(290) Arthur S Levine MD........................................................................
Board Member
1.0
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X           0 0 0
(291) Sarah Meehan........................................................................
Board Member
1.0
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X           0 0 0
(292) Barbara Mistick........................................................................
Board Member
1.0
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X           0 0 0
(293) William Pietragallo II Esq........................................................................
Board Chair
1.0
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X   X       0 0 0
(294) Jeannette South-Paul MD........................................................................
Board Member
1.0
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X           0 0 0
(295) Michael Sweeney........................................................................
Board Member
1.0
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X           0 0 0
(296) Kathy Mayle Towns........................................................................
Board Member
1.0
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X           0 0 0
(297) Donald Beck DPM........................................................................
Board Member
40.0
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X           20,000 0 0
(298) Amy Bush........................................................................
Board Secretary
40.0
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X   X       216,460 0 18,914
(299) Jose Caballe MD........................................................................
Board Member
1.0
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X           329,753 0 18,332
(300) Mehboob Chaudhry MD........................................................................
Board Member and Med Staff Pre
40.0
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(301) Sue Ann Striffler Galaski........................................................................
Board Member
1.0
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(302) D James Heatherington........................................................................
Board Vice Chair
1.0
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(303) George A Huber Esq........................................................................
Board Member
1.0
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(304) Jo Ellen Kenney........................................................................
Board Member
1.0
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(305) Irving J Latterman........................................................................
Board Member
1.0
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(306) Rebecca Shaw McHolme JD........................................................................
Board Chair
1.0
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(307) Sandy Rader........................................................................
Board Member
1.0
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(308) Mary Pat Soltis........................................................................
Board Member
1.0
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X           0 0 0
(309) Jeannette South-Paul MD........................................................................
Board Member
1.0
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(310) Thomas W Sterling........................................................................
Board Member
1.0
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(311) Hugh Brannan........................................................................
Board Member
1.0
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(312) Robert J Cindrich Esq........................................................................
Board Member
1.0
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X           0 0 0
(313) William Cook........................................................................
Board Member and President
40.0
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X   X       722,467 0 89,486
(314) Renee Crosby-Skinner........................................................................
Board Member
1.0
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X           0 0 0
(315) Leslie Davis........................................................................
Board Member
1.0
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(316) Lawrence A DiNardo VE JCL........................................................................
Board Member
1.0
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(317) Charles J Dougherty PhD........................................................................
Board Member
1.0
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(318) Korry Green Esq........................................................................
Board Member
1.0
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(319) Edward T Karlovich........................................................................
Board Member and Treasurer
1.0
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(320) Maureen Lally-Green........................................................................
Board Chair
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(321) Judith K Linaburg........................................................................
Board Member
1.0
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(322) F J Luccino........................................................................
Board Member
1.0
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(323) John McKeating MD........................................................................
Board Member
1.0
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(324) Wilma McNeese........................................................................
Board Member
1.0
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(325) Rachel Riley-Lavelle........................................................................
Board Member
1.0
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(326) Larry Adams........................................................................
Board Member
1.0
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(327) Randall Boggess........................................................................
Board Member
1.0
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(328) Joseph Carrico EdD........................................................................
Board Member
1.0
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(329) James L Daugherty........................................................................
Board Member
1.0
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(330) David Gibbons........................................................................
Board Member and President
20.0
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(331) James Heasley........................................................................
Board Member
1.0
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X           0 0 0
(332) Denise Jones........................................................................
Board Member
1.0
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X           0 0 0
(333) Patricia Kaufman........................................................................
Board Member
1.0
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(334) James E Knarr DMD........................................................................
Board Chair
1.0
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(335) Matthew LaVerde........................................................................
Board Member
1.0
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(336) David T Martin........................................................................
Board Member
1.0
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(337) David McCandless MD........................................................................
Board Member
1.0
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X           293,895 0 31,195
(338) Marilyn Neely-Gabrys........................................................................
Board Member
1.0
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(339) Rina Nerlich........................................................................
Board Vice Chair
1.0
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(340) Donald Owrey........................................................................
Board Member
1.0
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(341) Keith Pemrick........................................................................
Board Member
1.0
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(342) Mark Salerno MD........................................................................
Board Member
1.0
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(343) Linda Schell........................................................................
Board Member and Secretary
1.0
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X   X       0 0 0
(344) William Shaffner Esq........................................................................
Board Member
1.0
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(345) James Williams........................................................................
Board Member
1.0
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X           0 0 0
(346) Terry Wood........................................................................
Board Member
1.0
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X           0 0 0
(347) James W Boyle MD........................................................................
Board Member
1.0
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X           362,315 0 37,155
(348) Gary Bucciarelli........................................................................
Board Member
1.0
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(349) Marilyn Cain........................................................................
Board Member
1.0
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(350) Eric Cartwright........................................................................
Board Member
1.0
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X           470,579 0 85,100
(351) ROBERT A DEMICHIEI........................................................................
Board Member
1.0
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X           0 0 0
(352) Ralph T DeStefano........................................................................
Board Member
40.0
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(353) Edward A Dills........................................................................
Board Member
1.0
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X           0 0 0
(354) Debra A Dinnocenzo........................................................................
Board Secretary
1.0
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(355) Francis W Finley Jr........................................................................
Board Treasurer
1.0
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(356) Bradley Franc........................................................................
Board Member
1.0
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(357) Richard S Hamilton........................................................................
Board Chair
1.0
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(358) John D Houston II........................................................................
Board Member
1.0
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(359) George A Huber Esq........................................................................
Board Member
1.0
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(360) Sister Candace Introcaso........................................................................
Board Member
1.0
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(361) Franklin H Kelly........................................................................
Board Member
1.0
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(362) Patricia J Kutcher........................................................................
Board Member
1.0
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(363) Joon Sup Lee MD........................................................................
Board Member
1.0
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(364) Joseph F Long........................................................................
Board Member
1.0
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(365) Gregory K Peaslee........................................................................
Board Member
1.0
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(366) Daniel R Sullivan MD........................................................................
Board First Vice Chair
1.0
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(367) David T Martin........................................................................
Board Chair
1.0
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(368) Thomas Newman........................................................................
Board Member and Treasurer
1.0
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(369) G Nicholas Beckwith III........................................................................
Board Chair
1.0
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(370) Jay W Cleveland Jr........................................................................
Board Member
1.0
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(371) Craig Esterly........................................................................
Board Member
1.0
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X           0 0 0
(372) Karen Wolk Feinstein PhD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(373) Franziska Jovin MD........................................................................
Board Member
1.0
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(374) Randy P Juhl PhD........................................................................
Board Member and 2nd Chair
1.0
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(375) Mark J Laskow........................................................................
Board First Vice Chair
1.0
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(376) Arthur S Levine MD........................................................................
Board Member
1.0
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(377) W Duff McCrady........................................................................
Board Member
1.0
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(378) Jeannette South-Paul MD........................................................................
Board Member
1.0
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X           0 0 0
(379) Thomas Tupitza Esq........................................................................
Board Chair
1.0
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(380) Carrie Ennis........................................................................
Board Secretary
1.0
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(381) Beth Burnside........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(382) Dennis Scully MD........................................................................
Board Member
1.0
.......................40.0
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(383) Leslie C Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(384) Ajaipal Kang MD........................................................................
Board Member
1.0
.......................40.0
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(385) Robert Blosat........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(386) Edward T Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(387) Nathan Moore MD........................................................................
Board Member
1.0
.......................0.0
X           310,543 0 37,961
(388) Alexander J Ciocca Esq........................................................................
Board Secretary
1.0
.......................40.0
X   X       335,983 0 49,535
(389) Edward J Donnelly III MD........................................................................
Board Member
1.0
.......................40.0
X           291,277 0 35,355
(390) James M Ferguson III........................................................................
Board Vice Chair and Treasurer
1.0
.......................0.0
X   X       0 0 0
(391) Robert Hofmann........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(392) Barbara Kevish MD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(393) Scott Lammie........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(394) Sandra McAnallen........................................................................
Board Member
1.0
.......................40.0
X           0 679,462 77,410
(395) Eric Oberg........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(396) Reverand James Shoucair........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(397) Valerie C Trott........................................................................
Board Member
1.0
.......................40.0
X           373,211 0 35,131
(398) Neil Y Van Horn........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(399) Paul Vey........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(400) V Thomas Worrall MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(401) Deborah S Brodine........................................................................
Board Member and President
1.0
.......................40.0
X   X       0 0 0
(402) Timothy Brooks........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(403) Nanci Case........................................................................
Board Vice Chair
1.0
.......................40.0
X           0 250,125 16,627
(404) David Gibbons........................................................................
Board Chair
1.0
.......................40.0
X   X       0 0 0
(405) Daniel Grant........................................................................
Board member
1.0
.......................40.0
X           0 0 0
(406) William A Nigro........................................................................
Board Member Treas and CFO
1.0
.......................40.0
X   X       0 0 0
(407) Nancy Pastorius........................................................................
Board Secretary and COO
40.0
.......................0.0
X   X       96,670 0 19,996
(408) Deborah S Brodine........................................................................
Board Member and President
1.0
.......................40.0
X   X       0 0 0
(409) Peter W Eisenbrandt........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(410) Barb Grossman........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(411) Richard S Hamilton........................................................................
Board Vice Chair
1.0
.......................0.0
X           0 0 0
(412) John D Houston II........................................................................
Board Treasurer and SEcretary
1.0
.......................0.0
X   X       0 0 0
(413) Emily Jarrett........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(414) Margaret P Joy........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(415) David A Nace MD........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(416) Rev Scott Quinn........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(417) Joan Rogers........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(418) Jerome Shaffer........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(419) Daniel Sullivan........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(420) Neil Y Van Horn........................................................................
Board Chair
1.0
.......................0.0
X   X       0 0 0
(421) Charles Bogosta........................................................................
Board Vice Chair and President
1.0
.......................60.0
X   X       0 0 0
(422) Al Ciocca........................................................................
Board Secretary
1.0
.......................40.0
X   X       0 0 0
(423) Nancy Davidson........................................................................
Board Member
1.0
.......................10.0
X           50,673 0 0
(424) Leslie C Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(425) Sy Holzer........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(426) Scott Lammie........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(427) Stanley Marks MD........................................................................
Board Chair
40.0
.......................1.0
X   X       1,389,198 930,805 265,735
(428) William Cook........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(429) Marlene R Cooper........................................................................
Board Secretary
40.0
.......................0.0
X   X       119,786 0 25,680
(430) Christopher A Gessner........................................................................
Board Vice Chair and VP
40.0
.......................1.0
X   X       0 0 0
(431) Edward T Karlovich........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(432) Arthur S Levine MD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(433) David T Martin........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(434) Marshall Webster MD........................................................................
Board Chair and President
1.0
.......................40.0
X   X       0 0 0
(435) Louis Alarcon........................................................................
Board Member and Medical Direc
1.0
.......................40.0
X           474,939 0 22,645
(436) Derek Angus MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           532,574 0 24,303
(437) K Ty Bae MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           609,699 0 22,869
(438) G Nicholas Beckwith III........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(439) Timothy Robert Billiar MD........................................................................
Board Secretary and Dept Chair
40.0
.......................0.0
X   X       789,318 0 36,018
(440) Michael Boninger MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           300,070 0 34,000
(441) Gregory Bump Md........................................................................
Board Member
40.0
.......................0.0
X           230,864 0 14,972
(442) Jerome Cochran........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(443) Leslie C Davis........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(444) Robert P Edwards........................................................................
Board Member
40.0
.......................1.0
X           481,256 0 22,643
(445) Louis D Falo Jr MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           469,092 0 37,160
(446) Robert M Friedlander MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           1,400,416 0 33,589
(447) Freddie H Fu MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           1,588,895 0 37,997
(448) Christopher A Gessner........................................................................
Board Member
1.0
.......................40.0
X           0 0 0
(449) Joel S Greenberger MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           515,972 0 46,183
(450) Richard S Hamilton........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(451) W Allen Hogge MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           554,077 0 35,904
(452) Jonas T Johnson MD........................................................................
Board Member/Dept Chair/Treas
40.0
.......................0.0
X   X       849,154 0 25,880
(453) Margaret P Joy........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(454) James Kang MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           1,802,216 0 27,948
(455) Joon Sup Lee MD........................................................................
Board Member and Dept Chair
40.0
.......................1.0
X           1,046,661 25,000 27,080
(456) Arthur S Levine MD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(457) David A Lewis MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           551,714 0 28,841
(458) James D Luketich MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           2,444,919 0 36,864
(459) George Mazariegos........................................................................
Board Member
40.0
.......................0.0
X           256,550 0 23,812
(460) George K Michalopoulos MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           487,146 0 26,857
(461) Victor Morell MD........................................................................
Board Member
40.0
.......................0.0
X           1,951,254 0 26,011
(462) Joel B Nelson MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           874,439 0 55,131
(463) Stephanie Nicholas........................................................................
Board Member
40.0
.......................0.0
X           393,503 0 38,139
(464) Mark A Nordenberg........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(465) Michael Ost MD........................................................................
Board Member
40.0
.......................0.0
X           561,210 0 21,976
(466) Charissa Pacella MD........................................................................
Board Member
40.0
.......................0.0
X           344,046 0 19,855
(467) Gregory K Peaslee........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(468) David Hirsch Perlmutter MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           516,048 0 36,968
(469) John J Reilly MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           517,136 0 26,238
(470) Jeffrey A Romoff........................................................................
Board Member
1.0
.......................60.0
X           0 0 0
(471) Joshua T Rubin MD........................................................................
Board Member
40.0
.......................0.0
X           261,355 0 18,905
(472) Joel S Schuman MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           587,706 0 28,825
(473) Hyagriv Simhan........................................................................
Board Member
40.0
.......................1.0
X           224,584 0 18,639
(474) Jeannette South-Paul MD........................................................................
Board Member and Dept Chair
40.0
.......................1.0
X           237,697 0 25,603
(475) Joe Suyama MD........................................................................
Board Member
40.0
.......................0.0
X           318,385 0 21,395
(476) Stephen R Tritch........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(477) Marshall Webster MD........................................................................
Board Member and Dept Chair
20.0
.......................20.0
X           0 0 0
(478) Lawrence Wechsler MD........................................................................
Board Member and Dept Chair
40.0
.......................0.0
X           677,319 0 29,626
(479) Adam Yates MD........................................................................
Board Member
40.0
.......................0.0
X           299,847 0 18,296
(480) Donald Yealy MD........................................................................
Board Member and Dept Chair
40.0
.......................1.0
X           475,556 0 31,343
(481) Deborah S Brodine........................................................................
Board Chair and President
1.0
.......................40.0
X   X       0 0 0
(482) James Rohrbaugh........................................................................
Board Vice Chair
1.0
.......................0.0
X           0 0 0
(483) Joy Peters........................................................................
Board Secretary
1.0
.......................0.0
X   X       0 0 0
(484) Cindy Ragan........................................................................
Board Secretary
1.0
.......................0.0
X   X       0 0 0
(485) Jerome Shaffer........................................................................
Board Member and Treasurer
1.0
.......................40.0
X   X       0 0 0
(486) Esther Barazzone PhD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(487) G Nicholas Beckwith III........................................................................
Board Chair
10.0
.......................0.0
X   X       0 0 0
(488) Eva Blum........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(489) Patrick Gallagher........................................................................
Board Member
1.0
.......................0.0
X           0 218,592 152,376
(490) Richard S Hamilton........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(491) Howard W Hanna III........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(492) Robert M Hernandez........................................................................
Board Member
2.0
.......................0.0
X           0 0 0
(493) Sister Candace Introcaso DCP PhD........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(494) Margaret P Joy........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(495) Mark J Laskow........................................................................
Board Second Vice Chair
3.0
.......................0.0
X           0 0 0
(496) Arthur S Levine MD........................................................................
Board Member
3.0
.......................40.0
X           0 1,116,246 45,814
(497) Robert G Lovett........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(498) W Duff McCrady........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(499) Desmond McDonald........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(500) Martin G McGuinn........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(501) Robert Montler........................................................................
Board member
1.0
.......................0.0
X           0 0 0
(502) Marlee S Myers........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(503) Mark A Nordenberg........................................................................
Board Member
1.0
.......................40.0
X           0 867,501 127,803
(504) Louis Plung........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(505) Gregory Spencer........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(506) William Strickland Jr........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(507) Johns Surma........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(508) Stephen R Tritch........................................................................
Board First Vice Chair
1.0
.......................0.0
X           0 0 0
(509) Sunil Wadhwani........................................................................
Board Member
1.0
.......................0.0
X           0 0 0
(510) Mario Wilfong........................................................................
CFO and VP Admin
40.0
.......................0.0
    X       132,883 0 24,190
(511) Roger P Winn........................................................................
President
40.0
.......................0.0
    X       388,903 0 38,882
(512) Gerald Murray........................................................................
President
1.0
.......................0.0
    X       0 0 0
(513) Christopher Stockhausen........................................................................
Treasurer and CFO
1.0
.......................40.0
    X       0 0 0
(514) Douglas Garretson........................................................................
President
40.0
.......................0.0
    X       301,388 0 32,914
(515) Donald Goodman........................................................................
Treasurer and CFO
40.0
.......................0.0
    X       212,310 0 33,874
(516) Nicholas Barcellona........................................................................
Treasurer and CFO
30.0
.......................10.0
    X       249,910 0 29,660
(517) Christopher A Gessner........................................................................
President
40.0
.......................1.0
    X       754,140 0 89,151
(518) James Gavin........................................................................
President
40.0
.......................0.0
    X       589,895 0 73,625
(519) James Giammarco........................................................................
Chief Financial Officer
40.0
.......................0.0
    X       249,409 0 25,811
(520) William A Nigro........................................................................
Treasurer and CFO
2.0
.......................40.0
    X       0 143,712 17,022
(521) Bryant Wesley Esq........................................................................
Secretary
1.0
.......................40.0
    X       220,066 0 17,883
(522) Mark Sevco........................................................................
President
1.0
.......................40.0
    X       499,662 0 74,440
(523) Colleen Brennan........................................................................
Treasurer and CFO
40.0
.......................0.0
    X       242,176 0 36,380
(524) Terrence Lewis Esq........................................................................
Secretary
40.0
.......................0.0
    X       179,734 0 19,836
(525) Robert Devlin Esq........................................................................
Secretary
1.0
.......................40.0
    X       0 0 0
(526) Sheryl Kashuba Esq........................................................................
Secretary and CLO
1.0
.......................40.0
    X       370,651 0 44,147
(527) V James Fiorenzo........................................................................
President
40.0
.......................1.0
    X       625,985 0 78,900
(528) Stephen Danch........................................................................
Treasurer and CFO
40.0
.......................1.0
    X       400,376 0 45,742
(529) Philip Freeman........................................................................
President
30.0
.......................10.0
    X       228,518 0 32,176
(530) Robert Packer........................................................................
President
30.0
.......................10.0
    X       428,693 0 59,461
(531) Gregg Laverick........................................................................
Chief Financial Officer
30.0
.......................10.0
    X       221,601 0 47,126
(532) Philip Freeman........................................................................
President
1.0
.......................40.0
    X       0 0 0
(533) Robert Packer........................................................................
President
1.0
.......................40.0
    X       0 0 0
(534) Gregg Laverick........................................................................
Chief Financial Officer
1.0
.......................40.0
    X       0 0 0
(535) Philip Freeman........................................................................
President
1.0
.......................40.0
    X       0 0 0
(536) Robert Packer........................................................................
President
1.0
.......................40.0
    X       0 0 0
(537) Gregg Laverick........................................................................
Chief Financial Officer
1.0
.......................40.0
    X       0 0 0
(538) Philip Freeman........................................................................
President
1.0
.......................40.0
    X       0 0 0
(539) Robert Packer........................................................................
President
1.0
.......................40.0
    X       0 0 0
(540) Gregg Laverick........................................................................
Chief Financial Officer
1.0
.......................40.0
    X       0 0 0
(541) Philip Freeman........................................................................
President
1.0
.......................40.0
    X       0 0 0
(542) Robert Packer........................................................................
President
1.0
.......................40.0
    X       0 0 0
(543) Gregg Laverick........................................................................
Chief Financial Officer
1.0
.......................40.0
    X       0 0 0
(544) Thomas Newman........................................................................
Chief Financial Officer
10.0
.......................30.0
    X       0 0 0
(545) Donald Owrey........................................................................
President
40.0
.......................1.0
    X       387,860 0 61,254
(546) Thomas Burich........................................................................
President
40.0
.......................0.0
    X       154,041 0 21,298
(547) David Shulik........................................................................
Chief Financial Officer
1.0
.......................40.0
    X       0 0 0
(548) Susan Kostilnik........................................................................
Asst Sec and Sr Executive Asst
40.0
.......................0.0
    X       71,041 0 12,769
(549) Eileen Simmons........................................................................
Chief Financial Officer
40.0
.......................1.0
    X       0 0 0
(550) Christopher Stockhausen........................................................................
Treasurer and CFO
20.0
.......................20.0
    X       193,669 0 18,699
(551) Eileen Simmons........................................................................
Chief Financial Officer
1.0
.......................40.0
    X       0 0 0
(552) Christopher Stockhausen........................................................................
Chief Financial Officer
20.0
.......................20.0
    X       0 0 0
(553) Nancy Beichner........................................................................
Asst Sec and Admn Asst to Pres
40.0
.......................0.0
    X       54,600 0 17,991
(554) Brad Dinger........................................................................
CFO and Treasurer
30.0
.......................10.0
    X       0 0 0
(555) Charles Bogosta........................................................................
President
1.0
.......................60.0
    X       0 0 0
(556) John Kuzmishin........................................................................
Treas, Sec, and CFO
5.0
.......................40.0
    X       0 0 0
(557) David T Martin........................................................................
President
40.0
.......................1.0
    X       924,336 0 106,975
(558) Thomas Newman........................................................................
Chief Financial Officer
20.0
.......................20.0
    X       0 0 0
(559) C Talbot Heppenstall Jr........................................................................
Treasurer
1.0
.......................60.0
    X       0 0 0
(560) John Innocenti........................................................................
President
40.0
.......................1.0
    X       1,084,925 0 138,287
(561) Michele P Jegasothy Esq........................................................................
Secretary
40.0
.......................1.0
    X       0 0 0
(562) Edward T Karlovich........................................................................
CFO Academic Comm Hospitals
40.0
.......................1.0
    X       1,083,788 0 123,425
(563) Margarita Marsh........................................................................
Asst Sec and Asst to Pres
40.0
.......................0.0
    X       66,961 0 7,104
(564) Eileen Simmons........................................................................
Chief Financial Officer
20.0
.......................20.0
    X       373,367 0 33,241
(565) Lynn Rupp........................................................................
President
20.0
.......................20.0
    X       254,067 0 23,438
(566) Stephen Danch........................................................................
Treasurer and CFO
1.0
.......................40.0
    X       0 0 0
(567) Brad Dinger........................................................................
Treasurer and CFO
1.0
.......................40.0
    X       166,322 0 26,364
(568) John R Carroll........................................................................
Asst Sec and VP Admin
40.0
.......................0.0
    X       183,234 0 47,453
(569) Thomas Newman........................................................................
Asst Treasurer and CFO
20.0
.......................20.0
    X       290,977 0 35,903
(570) David Patton........................................................................
President
40.0
.......................1.0
    X       338,620 0 48,296
(571) Cindy Shook........................................................................
Asst Sec and Admin Asst
40.0
.......................0.0
    X       30,824 0 16,496
(572) Daniel Grant........................................................................
Vice President and COO
10.0
.......................30.0
    X       0 0 0
(573) William A Nigro........................................................................
Treasurer and CFO
2.0
.......................40.0
    X       0 0 0
(574) Bryant Wesley Esq........................................................................
Secretary
1.0
.......................40.0
    X       0 0 0
(575) Rich Bondi........................................................................
Treasurer and CFO
40.0
.......................0.0
    X       207,444 0 28,770
(576) Ann Evans........................................................................
Treasurer and CFO
40.0
.......................1.0
    X       0 0 0
(577) Ann Evans........................................................................
Chief Financial Officer
20.0
.......................20.0
    X       614,491 0 80,986
(578) Steven D Shapiro MD........................................................................
President and Sr. V.P.
20.0
.......................40.0
    X       0 0 0
(579) Robert Griffith........................................................................
Chief Financial Officer
40.0
.......................0.0
    X       148,050 0 11,287
(580) Penny Milanovich........................................................................
President
40.0
.......................0.0
    X       257,777 0 22,781
(581) Heidi VanGorder........................................................................
Asst. Secretary
40.0
.......................0.0
    X       53,168 0 18,884
(582) Michele P Jegasothy Esq........................................................................
Secretary
1.0
.......................40.0
    X       196,067 0 31,169
(583) Jeffrey A Romoff........................................................................
President and CEO
60.0
.......................1.0
    X       5,745,202 0 679,437
(584) Jackie Bonier........................................................................
Director of Foundation
40.0
.......................0.0
      X     85,344 0 23,041
(585) Charles Bogosta........................................................................
EVP and Pres Intl and Comm Srv
60.0
.......................1.0
      X     1,268,747 0 344,468
(586) Leslie Davis........................................................................
Sr VP and COO
1.0
.......................40.0
      X     0 0 0
(587) Robert A DeMichiei........................................................................
EVP and CFO
60.0
.......................1.0
      X     1,238,201 0 373,495
(588) Daniel Drawbaugh........................................................................
EVP and CIO
60.0
.......................1.0
      X     1,476,483 0 95,499
(589) David Farner........................................................................
EVP and Chief of Staff
60.0
.......................0.0
      X     1,719,457 0 457,285
(590) C Talbot Heppenstall Jr........................................................................
EVP and Treasurer
60.0
.......................1.0
      X     1,570,975 0 333,239
(591) Diane Holder........................................................................
Exec VP, Pres UPMC Health Plan
60.0
.......................1.0
      X     0 1,861,713 601,878
(592) W Thomas McGough........................................................................
EVP and Chief Legal Officer
60.0
.......................0.0
      X     1,664,515 0 302,894
(593) Gregory K Peaslee........................................................................
EVP Chief HR and Adm Srv Off
60.0
.......................1.0
      X     1,443,098 0 218,814
(594) Steven D Shapiro MD........................................................................
EVP and Chief Medical and Sc
40.0
.......................20.0
      X     1,335,289 189,223 572,095
(595) Marshall Webster MD........................................................................
Senior Vice President
20.0
.......................20.0
      X     1,132,447 117,902 202,589
(596) Ghassan Bejjani MD........................................................................
Neurosurgeon
40.0
.......................0.0
        X   2,271,446 0 40,933
(597) Christopher Schmidt MD........................................................................
Orthopaedic Surgeon
40.0
.......................0.0
        X   1,591,509 0 33,606
(598) Vinay Badhwar MD........................................................................
Cardiothoraciac Surgeon
40.0
.......................0.0
        X   1,590,810 0 22,046
(599) Thomas Gleason MD........................................................................
Cardiothoraciac Surgeon
40.0
.......................0.0
        X   1,604,801 0 24,636
(600) Robert Kaufmann MD........................................................................
Orthopaedic Surgeon
40.0
.......................0.0
        X   1,533,767 0 25,315
(601) Stacey Armstrong........................................................................
Former Vice President
0.0
.......................0.0
          X 223,745 0 31,226
(602) Cynthia Dorundo........................................................................
Former President
0.0
.......................0.0
          X 492,880 0 28,200
(603) Merle Taylor........................................................................
Former Board Secretary
0.0
.......................0.0
          X 201,775 0 23,368
(604) Roger McCauley........................................................................
Former Treasurer and CFO
0.0
.......................0.0
          X 133,224 49,278 10,494
(605) Jason Roeback........................................................................
Former Board Member and Presid
0.0
.......................0.0
          X 492,219 0 29,406
(606) Donna Jasko........................................................................
Former Board Member and Secre
0.0
.......................0.0
          X 201,720 0 17,370
(607) Brian Fritz........................................................................
Former Board Treasurer/ CFO
0.0
.......................0.0
          X 186,701 0 27,753
(608) Deborah Redmond........................................................................
Former Vice President
0.0
.......................0.0
          X 178,308 108,850 35,130
(609) Sandra Danoff........................................................................
Former Sr VP Strat Planning
0.0
.......................0.0
          X 352,000 0 34,531
(610) Susan Mammarella........................................................................
Former Officer
0.0
.......................0.0
          X 193,082 0 29,323
(611) Elizabeth Concordia........................................................................
Former Executive VP UPMC
0.0
.......................0.0
          X 1,993,465 0 97,120
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 95,050,194 8,981,183 11,063,487
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet6,721
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
PJ DICK Contracting Inc,
225 North Shore Drive
PITTSBURGH,PA15212
General Contractor 37,846,206
Centers for Rehab Services,
625 Walnut Street
MCKEESPORT,PA15132
Rehab Services 32,378,598
Mosites Construction Company,
4839 Campbells Run Road
PITTSBURGH,PA15205
General Contractor 23,393,689
MEDICOR Associates Inc,
120 East 2nd Street
ERIE,PA16507
Medical Services 18,858,604
RYCON CONSTRUCTION,
2525 LIBERTY AVENUE
PITTSBURGH,PA15222
General Contractor 16,351,120
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet200
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 472,865
b Membership dues....1b  
c Fundraising events....1c 1,016,300
d Related organizations...1d 23,460,894
e Government grants (contributions)1e 16,243,016
f All other contributions, gifts, grants, and
similar amounts not included above
1f
36,145,045
g Noncash contributions included in lines
1a-1f:$
1,612,418
h Total. Add lines 1a-1f.......MediumBullet 77,338,120
 Program Service RevenueAmt Business Code
2a NET PATIENT REV 900099 6,608,349,572 6,607,559,576 789,996  
b OTHER PATIENT SERV 900099 348,975,757 348,975,757    
c OTHER PROG SRV REV 900099 3,489,253,707 3,487,919,810 1,333,897  
d RENTAL INCOME 900099 17,023,231 17,023,231    
e JOINT VENTURE REVENUE 900099 9,444,189 9,444,189    
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 10,473,046,456
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 19,446,153     19,446,153
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 337,332,875 15,846,631
b Less: cost or other basis and sales expenses 333,454,643 382,411
c Gain or (loss) 3,878,232 15,464,220
d Net gain or (loss)..........MediumBullet 19,342,453     19,342,453
8a Gross income from fundraising events (not including
$ 659,331
of contributions reported on line 1c). See Part IV, line 18 ..
a 262,694
b Less: direct expenses ...b 555,822
c Net income or (loss) from fundraising events..MediumBullet -293,128   -293,127
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 60,090
c Net income or (loss) from gaming activities...MediumBullet -60,090     -60,090
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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 10,588,819,964 10,470,922,563 2,123,893 38,435,389
Form 990 (2014)
Form 990 (2014)
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 domestic organizations and domestic governments. See Part IV, line 21 .... 24,689,653 24,689,653
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 .... 90,203,951 41,322,524 48,881,427  
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 .... 3,941,815,157 3,386,784,394 555,030,763  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 114,282,866 87,301,483 26,981,383  
9 Other employee benefits ....... 373,831,219 333,073,672 40,757,547  
10 Payroll taxes ........... 197,554,349 169,593,016 27,961,333  
11 Fees for services (non-employees):        
a Management ...... 20,234,699 15,843,982 4,390,717  
b Legal ......... 19,526,072 2,657,516 16,868,556  
c Accounting ........... 4,559,958   4,559,958  
d Lobbying ........... 2,571,650   2,571,650  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,339,257   1,339,257  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 77,581,123 75,634,066 1,947,057  
12 Advertising and promotion .... 31,391,057 31,391,057    
13 Office expenses ....... 78,590,995 49,014,257 29,553,177 23,561
14 Information technology ...... 111,395,494 38,948,571 72,446,923  
15 Royalties .. 0      
16 Occupancy ........... 220,762,817 196,806,278 23,552,302 404,237
17 Travel ............ 21,118,217 16,205,396 4,912,821  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 2,705,139 2,272,238 432,901  
20 Interest ........... 9,646,979 5,868,978 3,778,001  
21 Payments to affiliates ....... 17,226,750 17,226,750    
22 Depreciation, depletion, and amortization ..... 365,206,020 365,206,020    
23 Insurance .............. 98,299,642 90,768,110 7,531,532  
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 2,383,074,209 2,383,074,209    
b DRUGS 569,749,008 569,749,008    
c MEDICAL/PATIENT SUPPLIES 391,021,616 391,021,616    
d MEDICAL IMPLANTS 250,832,220 250,832,220    
e All other expenses 978,728,899 863,966,195 110,288,103 4,474,601
25 Total functional expenses. Add lines 1 through 24e 10,397,939,016 9,409,251,209 983,785,408 4,902,399
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 (2014)
Form 990 (2014)
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 ............. 10,784,167 1 57,928,186
2 Savings and temporary cash investments ......... 100,311,875 2 2,182,572
3 Pledges and grants receivable, net ........... 0 3 0
4 Accounts receivable, net ............. 1,100,610,611 4 1,502,857,106
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 ............. 150,618,913 7 118,807,113
8 Inventories for sale or use .............. 32,933,089 8 33,158,070
9 Prepaid expenses and deferred charges .......... 27,373,867 9 13,996,155
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 6,707,829,167
b Less: accumulated depreciation ..... 10b 3,741,835,723 2,988,413,466 10c 2,965,993,444
11 Investments—publicly traded securities .......... 211,607,722 11 226,770,505
12 Investments—other securities. See Part IV, line 11 ..... 196,239,940 12 189,963,017
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 14,150,698 14 26,851,533
15 Other assets. See Part IV, line 11 ........... 1,443,688,862 15 1,472,252,139
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 6,276,733,210 16 6,610,759,840
Liabilities 17 Accounts payable and accrued expenses ......... 381,278,929 17 379,207,314
18 Grants payable ................. 0 18 0
19 Deferred revenue ................ 6,196,724 19 15,148,493
20 Tax-exempt bond liabilities ............. 73,854,696 20 72,252,123
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 .. 3,436,639 23 3,268,566
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.................... 690,428,104 25 941,672,744
26 Total liabilities. Add lines 17 through 25......... 1,155,195,092 26 1,411,549,240
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 .............. 4,484,299,773 27 4,569,318,663
28 Temporarily restricted net assets ........... 402,469,791 28 394,375,921
29 Permanently restricted net assets ........... 234,768,554 29 235,516,016
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 ........... 5,121,538,118 33 5,199,210,600
34 Total liabilities and net assets/fund balances ........ 6,276,733,210 34 6,610,759,840
Form 990 (2014)
Form 990 (2014)
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
10,588,819,964
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
10,397,939,016
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
190,880,948
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
5,121,538,118
5
Net unrealized gains (losses) on investments ...............
5
440,154
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
-113,648,620
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
5,199,210,600
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 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations ............................. 14
g
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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) SEE PART VI
 
000000000     No 0 0
Total : 11  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 1,867,928 0 0 0 4,050,979 5,918,907
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 1,867,928 0 0 0 4,050,979 5,918,907
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. 5,918,907
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 1,867,928 0 0 0 4,050,979 5,918,907
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 0 0 0 0 118,401 118,401
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 VI.)..           0
11 Total support Add lines 7 through 10. 6,037,308
12
12
11,153,252,821
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
98.039 %
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
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) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 1,822,563 2,084,347 3,611,858 6,147,543 6,111,437 19,777,748
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...... 1,654,369,080 1,832,382,946 2,331,283,142 2,525,378,024 2,809,839,629 11,153,252,821
3 Gross receipts from activities that are not an unrelated trade or business under section 513..         47,898 47,898
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. 1,656,191,643 1,834,467,293 2,334,895,000 2,531,525,567 2,815,998,964 11,173,078,467
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.) 11,173,078,467
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
9 Amounts from line 6... 1,656,191,643 1,834,467,293 2,334,895,000 2,531,525,567 2,815,998,964 11,173,078,467
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 5,540,070 6,909,294 4,478,038 2,280,331 4,640,510 23,848,243
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 5,540,070 6,909,294 4,478,038 2,280,331 4,640,510 23,848,243
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 VI.) ..           0
13 Total support. (Add lines 9, 10c, 11, and 12.).. 1,661,731,713 1,841,376,587 2,339,373,038 2,533,805,898 2,820,639,474 11,196,926,710
14
Section C. Computation of Public Support Percentage
15
15
99.787 %
16
16
99.749 %
Section D. Computation of Investment Income Percentage
17
17
0.213 %
18
18
0.251 %
19a
b
20
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
No
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in (a) above?
11b
 
No
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
No
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
No
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
No
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
No
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
No
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1 0  
2 Recoveries of prior-year distributions 2 0  
3 Other gross income (see instructions) 3 0  
4 Add lines 1 through 3 4 0  
5 Depreciation and depletion 5 0  
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 0  
7 Other expenses (see instructions) 7 0  
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 0  

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a 0  
b Average monthly cash balances 1b 0  
c Fair market value of other non-exempt-use assets 1c 0  
d Total (add lines 1a, 1b, and 1c) 1d 0  
e Discount claimed for blockage or other factors (explain in detail in Part VI): 0
2 Acquisition indebtedness applicable to non-exempt use assets 2 0  
3 Subtract line 2 from line 1d 3 0  
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4 0  
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 0  
6 Multiply line 5 by .035 6 0  
7 Recoveries of prior-year distributions 7 0  
8 Minimum Asset Amount (add line 7 to line 6) 8 0  

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 0
2 Enter 85% of line 1 2 0
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 0
4 Enter greater of line 2 or line 3 4 0
5 Income tax imposed in prior year 5 0
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 0
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 0
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
0
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 0
4 Amounts paid to acquire exempt-use assets 0
5 Qualified set-aside amounts (prior IRS approval required) 0
6 Other distributions (describe in Part VI). See instructions 0
7Total annual distributions. Add lines 1 through 6. 0
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
0
9 Distributable amount for 2014 from Section C, line 6 0
10 Line 8 amount divided by Line 9 amount 0 %

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2014
(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6
0
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)
0
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......0
fTotal of lines 3a through e 0
g Applied to underdistributions of prior years 0
h Applied to 2014 distributable amount 0
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 0
4Distributions for 2014 from Section D, line 7:
$ 0
a Applied to underdistributions of prior years 0
b Applied to 2014 distributable amount 0
c Remainder. Subtract lines 4a and 4b from 4. 0
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)
0
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
0
7 Excess distributions carryover to 2015. Add lines
3j and 4c.
0
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......0
e From 2014.......0
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
MEMBERS OF UPMC GROUP (42) PUBLIC CHARITY STATUS REASON FOR NON-PRIVATE FOUNDATION STATUS UPMC PRESBYTERIAN SHADYSIDE: Foundation Status 3 CHILDREN'S HOSPITAL OF PITTSBURGH OF THE UPMC: Foundation Status 3 MAGEE-WOMENS HOSPITAL OF UPMC: Foundation Status 3 UPMC ST MARGARET: Foundation Status 3 UPMC PASSAVANT: Foundation Status 3 UPMC HORIZON: Foundation Status 3 UPMC NORTHWEST: Foundation Status 3 UPMC BRADDOCK: Foundation Status 3 UPMC MCKEESPORT: Foundation Status 3 UPMC East: Foundation Status 3 UPMC BEDFORD: Foundation Status 3 UNIVERSITY OF PITTSBURGH CANCER INSTITUTE CANCER SERVICES: Foundation Status 3 UPMC HORIZON COMMUNITY HEALTH FOUNDATION: Foundation Status 11 ;Type 1 UNIVERSITY OF PITTSBURGH PHYSICIANS: Foundation Status 3 Community Care Behavioral Health Organization: Foundation Status 9 UPMC Mercy: Foundation Status 3 PASSAVANT PROFESSIONAL ASSOCIATES, INC.: Foundation Status 9 UPMC COMMUNITY MEDICINE, INC.: Foundation Status 3 COMMUNITY FAMILY HEALTH CENTERS, INC.: Foundation Status 3 UPMC EMERGENCY MEDICINE, INC.: Foundation Status 9 SUGARCREEK STATION: Foundation Status 3 UPMC VISITING NURSES ASSOCIATION : Foundation Status 9 CRANBERRY PLACE: Foundation Status 9 THE HERITAGE SHADYSIDE: Foundation Status 9 UPMC COMMUNITY PROVIDER SERVICES, INC.: Foundation Status 9 UPMC INTERNATIONAL HOLDINGS, INC.: Foundation Status 11; Type 2 UPMC OVERSEAS, INC.: Foundation Status 11;Type 2 UPMC CENTER FOR HEALTH SECURITY: Foundation Status 4 UNIVERSITY HEALTH CENTER OF PITTSBURGH: Foundation Status 11 ;Type 2 UPMC IMITS CENTER: FOUNDATION STATUS 7 UPMC FOR YOU: FOUNDATION STATUS 9 CENTER FOR EMERGENCY MEDICINE OF WESTERN PA: FOUNDATION STATUS 9 ERIE PHYSICIANS NETWORK- UPMC INC.: FOUNDATION STATUS 3 DONAHUE & ALLEN CARDIOLOGY- UPMC INC.: FOUNDATION STATUS 3 UPMC HAMOT: FOUNDATION STATUS 3 REGIONAL HEALTH SERVICES, INC.: FOUNDATION STATUS 9 UPMC ADVANCED PRACTICE PROVIDERS: FOUNDATION STATUS 3 HOME NURSING AGENCY AFFILIATES: FOUNDATION STATUS 9 HOME NURSING AGENCY AND VISITING NURSE ASSOCIATION: FOUNDATION STATUS 7 HOME NURSING AGENCY COMMUNITY SERVICES: FOUNDATION STATUS 7 HOME NURSING AGENCY FOUNDATION: FOUNDATION STATUS 9 HOME NURSING AGENCY HOSPICE: FOUNDATION STATUS 9
PART I REASON FOR PUBLIC CHARITY STATUS 11 G Entity: UPMC Horizon Community Health Foundation (i) Name of Supported Organization: UPMC Horizon (ii) EIN: 25-0523970 (iii)Type of Organization: 3 (iv) Organization Listed In Governing Documents: Yes (v) Amount of monetary support: (vi) Amount of other support: Entity: UPMC International Holdings Inc. (i) Name of Supported Organization: UPMC Presbyterian Shadyside (ii) EIN: 25-0965480 (iii)Type of Organization: 3 (iv) Organization Listed In Governing Documents: Yes (v) Amount of monetary support: (vi) Amount of other support: Entity: UPMC Overseas (i) Name of Supported Organization: UPMC Presbyterian Shadyside (ii) EIN: 25-0965480 (iii)Type of Organization: 3 (iv) Organization Listed In Governing Documents: Yes (v) Amount of monetary support: (vi) Amount of other support: Entity: University Health Center of Pittsburgh (i) Name of Supported Organizations and (ii) EIN: UPMC Presbyterian Shadyside EIN: 25-0965480, Children's Hospital of Pittsburgh of UPMC EIN 25-0402510, Magee - Women's Hospital of UPMC EIN: 25-0965420, UPMC St. Margaret EIN: 23-1875070, UPMC East EIN: 27-4814831, UPMC Horizon EIN: 25-0523970, UPMC Altoona EIN: 23-1352155, UPMC Passavant EIN: 25-0965451, UPMC McKeesport EIN: 25-0965423, UPMC Mercy EIN: 25-0965429, UPMC Bedford EIN: 23-1396795, UPMC Hamot EIN: 25-0965387, UPMC Northwest EIN: 25-0489010. (iii)Type of Organization: 3 (iv) Organization Listed In Governing Documents: Yes (v) Amount of monetary support: (vi) Amount of other support:
PART IV SUPPORTING ORGANIZATIONS, SECTION A, QUESTION 1 As per their respective governing documents UPMC INTERNATIONAL HOLDINGS, INC. AND UPMC OVERSEAS, INC. BOTH SUPPORT UPMC PRESBYTERIAN SHADYSIDE, A 501(C)(3) TERTIARY ACUTE CARE HOSPITAL, SPECIFICALLY IN ITS TRANSPLANT AREA. UPMC Horizon Foundation, per its governing documents, supports the exempt 501(c)(3) hospital entity UPMC Horizon. University Health Center of Pittsburgh's(UHCP) governing documents provide that UHCP's supported organizations include all section 509(a)(1) and 509(a)(2) hospital affiliates of UPMC.
PART IV SUPPORTING ORGANIZATIONS, SECTION C, QUESTION 1 For UPMC International Holdings, Inc. and UPMC Overseas control and management of each of these organizations and UPMC Presbyterian Shadyside is vested in the UPMC board of directors by virtue of the UPMC boards power to appoint the boards of, and approve all of or certain corporate decisions of all three organizations and that because of this common control and management, both UPMC International Holdings, Inc. and UPMC Overseas are responsive to the needs of UPMC Presbyterian Shadyside. A majority of the directors of University Health Center of Pittsburgh are also directors of the supported organizations.
Schedule A (Form 990 or 990-EZ) 2014

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
2014
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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


(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
UPMC GROUP
 
Employer identification number

20-8295721
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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) (2014)

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 Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), 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) 2014

Schedule C (Form 990 or 990-EZ) 2014
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2011 (b) 2012 (c) 2013 (d) 2014 (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) 2014


Schedule C (Form 990 or 990-EZ) 2014
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
 
106,172
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
Yes
 
2,465,478
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? ..........................
 
No
 
j
Total. Add lines 1c through 1i ...............................
2,571,650
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, lines 1 and 2 (see instructions), 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) 2014

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.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of 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)
Revenue 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
Revenue 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) 2014

Schedule D (Form 990) 2014
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, for escrow or custodial account liability?
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 .... 78,194,073 70,441,468 56,817,352 52,723,527 47,318,207
b Contributions ........ 3,025,269 923,102 11,379,037 7,157,850 1,124,392
c Net investment earnings, gains, and losses 2,374,362 9,371,849 5,188,406 -952,531 6,919,371
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........
3,143,322 2,542,346 2,943,327 2,111,494 2,638,443
f Administrative expenses ....          
g End of year balance ...... 80,450,382 78,194,073 70,441,468 56,817,352 52,723,527
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 .................   149,114,007 149,114,007
b Buildings ................   3,783,422,430 1,876,932,625 1,906,489,805
c Leasehold improvements ............   90,185,650 51,024,183 39,161,467
d Equipment ................   2,436,789,248 1,751,270,673 685,518,575
e Other .................   248,317,832 62,608,242 185,709,590
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,965,993,444
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
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 716,576,813
(2) BENEFICIAL INT IN FOUNDATIONS 415,378,146
(3) INVESTMENTS WITH RELATED ORGS 180,177,838
(4) LONG TERM BUILDING LEASE 29,358,117
(5) L-T OTHER INVEST 116,767
(6) INVEST IN JOINT VENTURES 49,397,559
(7) OTHER ASSETS 60,037,079
(8) DUE FROM RESTRICTED FUNDS 21,209,820

Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,472,252,139
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 697,217,962
DUE TO THIRD PARTY PAYORS 28,486,710
INSURANCE CLAIMS LIABILITIES 110,577,300
OTHER CURRENT & LT LIABILITIES 42,056,435
PATIENT DEP/CRED BALANCES 36,900,363
PENSION LIABILITIES 26,433,974



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 941,672,744
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) 2014

Schedule D (Form 990) 2014
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 (losses) 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 SUBSIDIARIES. TAX BENEFITS ARE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. SUCH TAX POSITIONS ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAX AUTHORITIES ASSUMING FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. AS OF JUNE 30, 2015, UPMC DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS RECORDED.
Schedule D (Form 990) 2014

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 Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 53,757
East Asia and the Pacific     Program Services HEALTH CARE EDUCATION 527,961
Europe (Including Iceland and Greenland)     Program Services HEALTH CARE EDUCATION 1,011,496
Middle East and North Africa     Program Services HEALTH CARE EDUCATION 6,109
North America     Program Services HEALTH CARE EDUCATION 114,539
Russia and the Newly Independent States     Program Services HEALTH CARE EDUCATION 203,083
South America     Program Services HEALTH CARE EDUCATION 86,688
South Asia     Program Services HEALTH CARE EDUCATION 86,059
Sub-Saharan Africa     Program Services HEALTH CARE EDUCATION 28,695
East Asia and the Pacific     Investments   62,161
Europe (Including Iceland and Greenland)     Investments   22,356
North America     Investments   2,829
Sub-Saharan Africa     Investments   13,821
           
           
           
           
3a Sub-total .....     2,219,554
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     2,219,554
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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)
(a)(c) Region (b)(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) 2014
Schedule F (Form 990) 2014Page 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) 2014
Schedule F (Form 990) 2014
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; do not file with Form 990)............................
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; do not file with Form 990).....................................
Schedule F (Form 990) 2014
Schedule F (Form 990) 2014
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) 2014
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 arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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) 2014
Schedule G (Form 990 or 990-EZ) 2014
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

11
(total number)
(d) Total events
(add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 496,247 147,730 278,048 922,025
2 Less: Contributions . . 356,543 120,252 182,536 659,331
3 Gross income (line 1
minus line 2) . . .
139,704 27,478 95,512 262,694
VerticalDirectExpenses 4 Cash prizes . . . 0 0 0 0
5 Noncash prizes . . 3,703 10,997 11,062 25,762
6 Rent/facility costs . . 0 38,025 72,191 110,216
7 Food and beverages . 111,265 32,058 52,887 196,210
8 Entertainment . . . 4,295 2,500 7,423 14,218
9 Other direct expenses . 185,179 13,087 11,149 209,415
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 555,821
11 Net income summary. Subtract line 10 from line 3, column (d)........... right arrow -293,127
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 conducts gaming activities:
a
Is the organization licensed to conduct 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) 2014
Schedule G (Form 990 or 990-EZ) 2014
Page 3
11
Does the organization conduct 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 activities conducted 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 provide any additional information (see instructions).
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2014
Additional Data


Software ID:  
Software Version:  
SCHEDULE H (Form 990)
Department of the TreasuryInternal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 criteria used 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) ..
    102,417,920 0 102,417,920 1.380 %
b Medicaid (from Worksheet 3,
column a) ....
    899,658,426 717,703,943 181,954,483 2.440 %
c Costs of other means-tested
government programs (from
Worksheet 3, column b) .
    18,920,392 14,468,480 4,451,912 0.060 %
d Total Financial Assistance
and Means-Tested
Government Programs .
    1,020,996,738 732,172,423 288,824,315 3.880 %
Other Benefits
    66,376,716 1,886,617 64,490,099 0.870 %
e Community health
improvement services and
community benefit operations
(from Worksheet 4) ..
f Health professions education
(from Worksheet 5) ..
    248,982,538 81,667,006 167,315,532 2.250 %
g Subsidized health services
(from Worksheet 6) ..
    158,506,931 76,218,832 82,288,099 1.100 %
h Research (from Worksheet 7)     170,100,000 0 170,100,000 2.280 %
i Cash and in-kind
contributions for community
benefit (from Worksheet 8)
    17,494,983 0 17,494,983 0.240 %
j Total. Other Benefits ..     661,461,168 159,772,455 501,688,713 6.740 %
k Total. Add lines 7d and 7j .     1,682,457,906 891,944,878 790,513,028 10.620 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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
53,039,135
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
5,834,532
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
1,676,761,825
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
1,951,188,421
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-274,426,596
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 %
2Hamot Surgery Center
 
Outpatient Surgery Ctr 51.000 %   49.000 %
3Via Oncology LLC
 
Oncology Pathways 66.800 %   27.800 %
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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?20
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
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 EIN: 25-0965480
163301
X X   X   X X     A
2 UPMC SHADYSIDE
5230 CENTRE AVENUE
PITTSBURGH,PA15232
www.upmc.com EIN: 25-0965480
163301
X X   X   X X     A
3 UPMC SOUTH SURGERY CENTER
1300 OXFORD DRIVE
PITTSBURGH,PA15102
www.upmc.com EIN: 25-0965480
09621500
X               OUTPATIENT AMBULATORY & SURGICAL CENTER A
4 MAGEE-WOMENS HOSPITAL OF UPMC
300 HALKET STREET
PITTSBURGH,PA15213
www.upmc.com EIN: 25-0965420
650301
X X   X   X X     A
5 CHILDREN'S HOSPITAL OF UPMC
4401 PENN AVE
PITTSBURGH,PA15224
www.upmc.com EIN: 25-0402510
291201
X X X X   X X     A
6 CHILDREN'S NORTH
2599 WEXFORD-BAYNE ROAD
SEWICKLEY,PA15143
www.upmc.com EIN: 25-0402510
291201
X               OUTPATIENT AMBULATORY & SURGICAL CENTER A
7 UPMC MERCY
1400 LOCUST STREET
PITTSBURGH,PA15219
www.upmc.com EIN: 25-0965429
13610100
X X   X     X     A
8 UPMC PASSAVANT
9100 BABCOCK BLVD
PITTSBURGH,PA15237
www.upmc.com EIN: 25-0965451
400401
X X       X X     A
9 UPMC PASSAVANT CRANBERRY
1 ST FRANCIS WAY
CRANBERRY TWP,PA16066
www.upmc.com EIN: 25-0965451
400401
X X       X X     A
10 UPMC ST MARGARET
815 FREEPORT ROAD
PITTSBURGH,PA15215
www.upmc.com EIN: 23-2875070
195901
X X   X     X     A
11 UPMC MCKEESPORT
1500 FIFTH AVENUE
MCKEESPORT,PA15132
www.upmc.com EIN: 25-0965423
650401
X X   X     X     A
12 UPMC HORIZON
110 MAIN STREET
GREENVILLE,PA16125
www.upmc.com EIN: 25-0523970
071901
X X   X     X     A
13 UPMC HORIZON
2200 MEMORIAL DRIVE
FARRELL,PA16121
www.upmc.com EIN: 25-0523970
071901
X X   X     X     A
14 UPMC NORTHWEST
100 FAIRFIELD DRIVE
SENECA,PA16346
www.upmc.com EIN: 25-0489010
151001
X X         X     A
15 UPMC BEDFORD
10455 LINCOLN HIGHWAY
EVERETT,PA15337
www.upmc.com EIN: 23-1396795
650501
X X         X     A
16 UPMC ST MARGARET HARMAR OUTPT CTR
3 MARINER COURT
PITTSBURGH,PA15238
www.upmc.com EIN: 23-2875070
195901
X               OUTPATIENT AMBULATORY & SURGICAL CENTER A
17 UPMC EAST
2775 MOSSIDE BOULEVARD
MONROEVILLE,PA15146
www.upmc.com EIN: 27-4814831
22760101
X X         X     A
18 UPMC HAMOT
201 State Street
ERIE,PA16550
www.upmc.com EIN: 25-0965387
082301
X X   X   X X     A
19 UPMC HAMOT WOMEN'S HOSPITAL
118 EAST 2ND STREET
ERIE,PA16507
WWW.UPMC.COM EIN: 25-0965387
082301
X X               A
20 Western Psychiatric Institute & Clini
3811 OHara Street
Pittsburgh,PA15213
www.upmc.com EIN:25-0965480
390164
X       X   X     A
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a State as a hospital facility in the current tax year or the immediately preceding tax year?....................... 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C.......... 2   No
3 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 12.................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 12
5 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 Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C................................ 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public? .............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 12
10 Is the hospital facility's most recently adopted implementation strategy posted on a website? ........ 10 Yes  
a If "Yes" (list url): same as 7(a) above
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b   No
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a 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)? ........................... 12a   No
b If "Yes" to line 12a, did the organization file Form 4720 to report the section 4959 excise tax? ...... 12b    
c If "Yes" to line 12b, 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) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

A
Name of hospital facility or letter of facility reporting group  
Yes No
Financial Assistance Policy (FAP)
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?....... 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
b
c
d
e
f
g
h
i
Billing and Collections
17 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 all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 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
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part VFacility Information (continued)

A
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other 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?......... 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 18. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?................ 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 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
23 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? ................................ 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
Page
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
PART V SECTION B LINE 5 UPMC'S CHNA PROCESS INCLUDED A PARTNERSHIP WITH EXPERTS AT THE UNIVERSITY OF PITTSBURGH GRADUATE SCHOOL OF PUBLIC HEALTH TO CONDUCT THE CHNA USING A BEST PRACTICE METHODOLOGY. THE PROCESS INCLUDED FACE-TO-FACE MEETINGS WITH COMMUNITY ADVISORY COUNCILS, AS WELL AS USE OF AN ONLINE SURVEY TOOL - EFFECTIVELY ENGAGING THE COMMUNITIES OF EACH UPMC HOSPITAL IN A BROAD, SYSTEMATIC WAY. APPENDIX D OF EACH HOSPITAL CHNA INCLUDES A LIST OF COMMUNITY PARTICIPANTS. WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSES SMENT.ASPX SEE RESPONSES TO PART VI, LINES 2, 4 & 5: THESE DISCLOSURES APPLY CONSISTENTLY TO ALL HOSPITAL FACILITIES ON THE UPMC GROUP 990.
PART V SECTION B LINE 7A WEBSITE FOR CHNA HTTP://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEED S-ASSESSMENT.ASPX
PART V SECTION B LINE 11 THROUGH A RIGOROUS CHNA METHODOLOGY, UPMC HOSPITALS IDENTIFIED THREE MAJOR THEMES REPRESENTING THE SIGNIFICANT HEALTH NEEDS IN ITS COMMUNITIES: CHRONIC DISEASE PREVENTION AND CARE; NAVIGATING AVAILABLE RESOURCES; AND PREVENTION AND HEALTHY LIVING. THE HOSPITAL DEVELOPED STRATEGIC IMPLEMENTATION PLANS TO ADDRESS THESE ISSUES AS OUTLINED IN ITS CHNA DOCUMENT AND COMMUNITY HEALTH STRATEGIC PLAN - SEE APPENDIX A IN THE CHNA DOCUMENT. WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSES SMENT.ASPX
Part V Section B Line number of hospital facility, or line numbers of hospital facilities in a facility reporting group (From Part V, section A). The responses for Part V, Section B, Facility Policies & Practices apply to all 20 entities listed in Part V, Section A.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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?104
Name and address Type of Facility (describe)
1 University of Pittsburgh Physicians
200 Lothrop Street
Pittsburgh,PA15213
Physician Services
2 UPMC Community Medicine Inc
200 Lothrop Street
Pittsburgh,PA15213
Physician Services
3 UPMC 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 (MAG)
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 (SMH)
100 DELAFIELD ROAD
PITTSBURGH,PA15215
OUTPATIENT SERVICES
36 UPMC ST MARGARET (SMH)
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 (HRZ)
565 NESHANNOCK DRIVE
NEW WILMINGTON,PA16142
AMBULATORY SERVICES
45 OCCUPATIONAL & ENVIRONMENTAL MED (HRZ)
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)
1980 Green Street
Farrell,PA16121
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 (PAS)
3 ST FRANCIS WAY
CRANBERRY TWP,PA16066
OUTPATIENT SERVICES
61 UPMC PASSAVANT-CRANBERRY CAMPUS (PAS)
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 (CHP)
11279 PERRY HWY
WEXFORD,PA15090
OUTPATIENT SERVICES
67 CHILDREN'S HOSPITAL PITTSBURGH (CHP)
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 PUH
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 (HMT)
3330 PEACH STREET
ERIE,PA16508
OUTPATIENT SERVICES
81 HEART AND VASCULAR INSTITUTE (HMT)
120 EAST 2ND STREET
ERIE,PA16507
OUTPATIENT SERVICES
82 IMAGING CENTER AT STERLING SQUARE (HMT)
3406 PEACH STREET
ERIE,PA16508
IMAGING SERVICES
83 UPMC HAMOT WOMEN'S IMAGING (HMT)
104 EAST 1ST STREET
ERIE,PA16507
OUTPATIENT SERVICES
84 UPMC HAMOT SLEEP DISORDERS CENTER (HMT)
4022 ZUCK RD
ERIE,PA16506
OUTPATIENT SERVICES
85 UPMC HAMOT SPORTS MEDICINE (HMT)
100 PEACH STREET
ERIE,PA16507
OUTPATIENT SERVICES
86 UPMC HAMOT INFUSION CENTER (HMT)
215 HOLLAND ST
ERIE,PA16507
OUTPATIENT SERVICES
87 GREAT LAKES HOME HEALTHCARE (HMT)
1700 PEACH STREET
ERIE,PA16501
OUTPATIENT SERVICES
88 GREAT LAKES HOSPICE (HMT)
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 (BDF)
249 HOSPITAL DRIVE STE 1
EVERETT,PA15537
OUTPATIENT SERVICES
94 UPMC MERCY SOUTH SIDE (MER)
2000 MARY STREET
PITTSBURGH,PA15203
OUTPATIENT SERVICES
95 UPMC PASSAVANT(PAS)
One St Francis Way
Cranberry Township,PA16066
Outpatient Services
96 UPMC LEMIEUX COMPLEX (PUH)
8000 Cranberry Springs Dr
Cranberry Township,PA16066
Outpatient Services
97 REGIONAL HEALTH SERVICES (RHS)
201 State Street
Erie,PA16550
Physician Services
98 CRANBERRY PLACE (CRN)
5 St Francis Way
Cranberry Township,PA16066
Skilled Nursing Facility
99 UPMC HERITAGE SHADYSIDE (HER)
5701 Phillips Avenue
Pittsburgh,PA15217
Skilled Nursing Facility
100 SUGAR CREEK STATION (SCR)
315 Causeway Drive
Franklin,PA16323
Skilled Nursing Facility
101 CHILDRENS HOSPITAL OF PITTSBURGH (CHP)
1604 Burtner Road
Natrona Heights,PA15065
Outpatient Services
102 CHILDRENS HOSPITAL OF PITTSBURGH (CHP)
205 Millers Run Road
Bridgeville,PA15017
Outpatient Services
103 CHILDRENS HOSPITAL OF PITTSBURGH (CHP)
2619 WEXFORD BAYNE ROAD
SEWICKLEY,PA15143
OUTPATIENT SERVICES
104 CHILDRENS HOSPITAL OF PITTSBURGH (CHP)
1907 LEBANON CHURCH ROAD
WEST MIFFLIN,PA15122
OUTPATIENT SERVICES
Schedule H (Form 990) 2014
Schedule H (Form 990) 2014
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 I Line 3C Financial assistance or charity care is available for eligible individuals who have health care needs and are uninsured, underinsured, ineligible for government programs or otherwise unable to pay for their own care. A patient may be determined to have financial need based on the following: 1. Indigency: If income falls below 200% of the federal poverty guidelines, the patient will have no financial responsibility. The patient is approved for 100% free care. 2. Low Income Sliding Scale: Assistance may be a discounted or reduced patient liability depending on the patient's income: a. If the combined family income is greater than or equal to 200% and less than or equal to 400% of the federal poverty guidelines, the patient is eligible for a reduced charity care. There will be an 85% reduction in the patient bill. The discounted charity care scale is listed below: F/S= Family Size 2015 Financial Assistance Income Guidelines F/S FINANCIAL 100% PATIENT 0% FINANCIAL 85% PATIENT 15% ASSISTANCE ASSISTANCE 1 $23,340 $46,680 2 $31,460 $62,920 3 $39,580 $79,160 4 $47,700 $95,400 5 $55,820 $111,640 6 $63,940 $127,880 7 $72,060 $144,120 8 $80,180 $160,360 + $8,120 $16,240 3. Financial Hardship: If a patient is approved for discounted or reduced charity care and cannot afford to pay the remaining balance, the patient may be considered for financial hardship. The patient will be liable to pay 15% of their calculated income towards their medical bill or the reduced amount whichever is less. 4. Medical Hardship/Catastrophic Care: If a patient is denied for financial assistance and cannot afford to pay the account balance, the patient may be considered medically indigent and may be considered for medical hardship/catastrophic care. The patient will be liable to pay 15% of their calculated income Towards their medical bill. This is a one-time financial assistance adjustment for existing account balances. The remaining balance will be adjusted to free care.
PART I LINE 4 "Medically Indigent" means persons who the organization has determined are unable to pay some or all of their medical bills because their medical bills exceed a certain percentage of their family household's income.
PART I LINE 6A-B UPMC PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT. THE REPORT ENCOMPASSES INFORMATION FOR THE ENTIRE INTEGRATED DELIVERY SYSTEM THAT MAKES UP THE UPMC HEALTH SYSTEM. IT IS POSTED TO AND AVAILABLE TO THE PUBLIC VIA THE UPMC WEBSITE, WWW.UPMC.COM. COPIES ARE ALSO AVAILABLE IN WAITING ROOMS AT UPMC PHYSICIAN OFFICES.
PART I LINE 7 THE COSTING METHODOLOGY USED TO CALCULATE THE AMTS REPORTED IN PART I LINE 7 The costing methodology used to calculate the amounts reported in Part I Line 7 is a ratio of costs to charges method. The method employed for determining the ratio of cost to charges is in line with those described in Schedule H, Worksheet 2, "Ratio of Patient Costs to Charges".
PART I LINE 7, Column F The total expenses reported on Form 990 Part IX Line 25 Column A are inclusive of all entities reported within the UPMC Group 990 and includes bad debt expense for all entities. The expense used to calculate the percent of total expense for Form 990 Schedule H Part I Line 7 Column f are only the expenses related to entities within the UPMC Group who provide patient care. From these entities' total expense per Part IX Line 25 the amount related to bad debt expense has been removed from the denominator when calculating the percent of total expense. The total expenses used for this calculation, net of bad debt expense, is $7,450,266,600
PART III LINES 2 & 3 COSTING METHODOLOGY USED TO DETERMINE THE AMTS REPORTED IN PT III LINE 2 & 3 The costing method used to calculate the amounts in Schedule H Part III lines 2 and 3 is a ratio of cost to charges method. Discounts and payments in patients' accounts are deducted before the cost of bad debt expense is determined. The method employed is in line with those described in Schedule H, Worksheet 2, "Ratio of Patient Costs to Charges".
PART III LINE 3 RATIONALE FOR INCLUDING BAD DEBT AMOUNTS IN COMMUNITY BENEFIT The organization's bad debt expense consists solely of self-pay patients accounts deemed uncollectable. It is UPMC Group's contention that the cost of bad debt should be stated in Part I Line 7 of Schedule H as they represent the costs for provision of services to patients for which the entity has exhausted all recourse for reimbursement. The services provided to patients who present themselves are provided regardless of a patient's ability to pay AND IS IN line with the organization's charitable mission and service to our community. These expenses are incurred regardless of the efficiency of the provision of the related medical care and are deemed to have been medically necessary for the patient.
PART III LINE 3 Process for reallocation from bad debt to charity care UPMC reclassifies bad debt accounts as charity care by utilizing a predictive model PARO (Payment Assistance Rank Order). PARO was built as a socio-economic score that identifies those patients that are most likely to be the highest need of financial assistance. This is accomplished by analyzing consumer data and activity, court records, government records, property files, Census data and IRS data. PARO provides a systematic approach to Financial Assistance: " Predictive model that encompasses healthcare economics and credit policies; " Uniform assessment measure for every patient regardless of financial standing; " Accounts for patients that are unresponsive, illiterate, or otherwise challenged to apply; " Eliminate barrier to application and meets increased pressure to provide additional financial resources to Consumers; " Identify and support those Community needs efforts to provide assistance to those Consumers in need." There are two data points returned to UPMC in order to make the decision whether the patient would qualify for charity care. The first is the estimated income level based on the Federal Poverty Level guidelines. The second is the PARO score which utilizes an algorithm based approach and returns a score based on personal attributes of the patient. Data elements were combined to create two primary indicators of need, the PARO score and the Federal Poverty Level. PARO analyzed our historical charity care approvals to determine our PARO threshold and the FPL threshold for the historical approvals. The approved charity care accounts were compared against accounts that were in active accounts receivable. This was done to determine if the distributions were similar or if any pattern existed based on the approved accounts and the unknown accounts. If the patient's estimated income and PARO score are within the scores identified by the calibration of UPMC existing charity care patients, the account is reclassified from bad debt to charity care. Every patient is able to apply for charity care; however, the automated strategy focuses on patients that do not complete the applications process. The US Department of Education estimates that 1 in 5 consumers are functionally illiterate. This, coupled with the low levels of participation in traditional banking methods, makes the application process virtually impossible for some consumers.
PART III LINE 4 Reference UPMC's consolidated Audited Financial Statements page 6.
PART III LINE 8: COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS OF CARE AND AS REPORTED IN THE ORGS MEDICARE COST REPORT The costing methodology used to determine the Medicare allowable costs of care is a ratio of costs to charges method. The method is in line with those described in Schedule H, Worksheet 2, "Ratio of Patient Costs to Charges". It is UPMC Group's contention that all amounts calculated to be shortfalls in reimbursement for services provided to Medicare patients are truly uncompensated care that should be stated in Part I Line 7 of Schedule H of Form 990 as they represent costs for provision of services to patients for which the entity is unable to collect, regardless of the efficiency of provision of the related care costs.
PART III LINE 9A AND B UPMC has a debt collection policy outlining collection practices for patients. If at any time the patient expresses an inability to pay, they are sent a Financial Assistance application. Information regarding Financial Assistance is printed on all collection letters. Collections per policy do not apply to account balances known to be eligible for financial assistance.
PART V SECTION D LINE 1 The University of Pittsburgh Physicians had 606 clinical locations as of June 30, 2015.
PART V SECTION D LINE 2 UPMC Community Medicine, Inc. had 247 clinical locations as of June 30, 2015.
PART V SECTION D LINE 3 UPMC Emergency Medicine, Inc. had 15 locations as of June 30, 2015.
PART V SECTION D LINE 4 Erie Physician network-UPMC Inc. had 8 locations as of June 30, 2015.
PART V SECTION D LINE 97 Regional Health Services had 42 locations as of June 30, 2015.
PART V SECTION D LINE 1 & 3 University of Pittsburgh Physicians and Emergency Medicine, Inc. collectively operated 10 urgent care centers as of June 30, 2015.
PART VI LINE 3 COMMUNICATION OF FINANCIAL ASSISTANCE UPMC communicates the availability of financial assistance to its patients by placing signage and distributing brochures about the Financial Assistance program in its Provider registration areas, admissions, emergency department and business office locations. In addition, UPMC includes information regarding how a patient can request financial assistance on the bills, follow-up correspondence and collection letters. Patients also may find information about financial assistance through access to the UPMC web site (www.upmc.com). Patients are encouraged to contact UPMC's trained financial counselors should they require assistance with completing applications. Contact telephone numbers ARE posted strategically throughout the hospital facilities so that patients have a resource for obtaining support with any financial assistance questions they may have.
PART VI LINES 2, 4, & 5 UPMC SUPPORTS NUMEROUS COMMUNITY-BUILDING ACTIVITIES THROUGH ALL OF ITS SYSTEM ENTITIES, NOT JUST THOSE ENTITIES REPORTED WITHIN THE UPMC GROUP 990. AS THE LARGEST NON-GOVERNMENTAL EMPLOYER IN PENNSYLVANIA, UPMC'S SYSTEM-WIDE OPERATIONS GENERATED A TOTAL ECONOMIC IMPACT OF MORE THAN $25 BILLION IN FISCAL 2015. UPMC ALSO SUPPORTS MUNICIPALITIES, COUNTIES, AND THE STATE THROUGH APPROXIMATELY $136 MILLION IN TAXES. OVER THE PAST DECADE, UPMC HAS PROVIDED A WIDE VARIETY OF BENEFITS TO THE COMMUNITIES IT SERVES. WORKING IN WAYS BOTH LARGE AND SMALL, UPMC HAS IMPLEMENTED INITIATIVES THAT CONTINUE TO ENHANCE THE HEALTH OF THE ENTIRE WESTERN PENNSYLVANIA REGION. AS AN INTEGRATED DELIVERY AND FINANCING SYSTEM (IDFS), UPMC CONTINUES TO AMPLIFY AND APPLY THE EXPERTISE THAT EXISTS WITHIN ITS ORGANIZATION TO IMPROVE THE DELIVERY OF OUTSTANDING HEALTH CARE TO THE COMMUNITIES UPMC SERVES. IN ADDITION, UPMC LEVERAGES ITS IDFS STRUCTURE- WHICH EMBRACES ITS HOSPITALS, ITS INSURANCE INFRASTRUCTURE, AND ITS COMMUNITY PROVIDERS- TO IMPROVE MEDICAL PRACTICE THROUGHOUT THE REGION. THE RESULT IS AN EXCEPTIONAL SYNERGY BETWEEN INSURANCE, HEALTH CARE PROVIDERS, PATIENTS, AND THE COMMUNITIES WESTERN PENNSYLVANIANS CALL HOME. MANY OF UPMC'S COMMUNITY BENEFIT ACTIVITIES ARE DIFFICULT TO QUANTIFY OR REPORT WITHIN THE VARIOUS COMMUNITY BENEFIT CATEGORIES OF SCHEDULE H, AS THEY OCCUR SYSTEM-WIDE THROUGH UPMC AND ARE NOT CAPTURED AT THE INDIVIDUAL HOSPITAL ENTITY LEVEL. NONETHELESS, THEY ARE IMPORTANT COMPONENTS IN UPMC'S COMMITMENT TO THE COMMUNITY. SOME OF THESE INITIATIVES INCLUDED: ECONOMIC DEVELOPMENT- UPMC'S ECONOMIC FOOTPRINT SPURS THE ECONOMY THROUGH DIRECT HIRING, AND BY BRINGING OUTSIDE DOLLARS INTO THE REGION; THE ORGANIZATION'S CAPITAL SPENDING HAS CREATED CONSTRUCTION JOBS DOWNSTREAM. IN ADDITION, UPMC HAS A NUMBER OF PROGRAMS AND INITIATIVES DESIGNED TO FOSTER A PRODUCTIVE AND EQUITABLE ECONOMY. A KEY COMPONENT IN THE ORGANIZATION'S ECONOMIC DEVELOPMENT STRATEGY IS SUPPLIER DIVERSITY, WHICH IS AN INTEGRAL PART OF UPMC'S OVERALL SUPPLY CHAIN MANAGEMENT STRATEGY. DESIGNED TO ENSURE THAT CERTIFIED MINORITY, WOMEN-OWNED, OR DISADVANTAGED BUSINESS ENTERPRISES ARE PROVIDED WITH MAXIMUM OPPORTUNITIES TO PARTICIPATE AS PARTNERS AND SUPPLIERS OF GOODS AND SERVICES, UPMC'S SUPPLIER DIVERSITY PROGRAM ENCOURAGES DEVELOPMENT OF THESE FIRMS TO MAKE THEM COMPETITIVE IN THE OUTSIDE MARKET. UPMC'S SPEND ON SUPPORTING MINORITY AND WOMEN-OWNED BUSINESSES WAS $104 MILLION IN FISCAL 2015. ENVIRONMENTAL IMPROVEMENTS - UPMC PURSUES A POLICY OF AWARD-WINNING ENVIRONMENTAL RESPONSIBILITY THAT REDUCES ITS ENVIRONMENTAL FOOTPRINT WHILE BUILDING AND GROWING. IN 2014, UPMC EARNED SUSTAINABLE PITTSBURGH'S HIGHEST RECOGNITION LEVEL OF ITS SUSTAINABLE BUSINESS COMPACT; THE EVALUATION PROCESS INCLUDED A COMPREHENSIVE, EXTERNAL PERFORMANCE ASSESSMENT EMPHASIZING THE REGIONAL IMPACT OF SUSTAINABILITY. MANY OF UPMC'S FACILITIES INCLUDE HEALING GARDENS FOR PATIENTS, FAMILIES, AND EMPLOYEES. UPMC PRESBYTERIAN-SHADYSIDE EARNED RECOGNITION BY THE PENNSYLVANIA HORTICULTURAL SOCIETY FOR ITS HEALING GARDENS. MANY OF UPMC'S FACILITIES HAVE EARNED LEADERSHIP IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) CERTIFICATIONS FROM THE U.S. GREEN BUILDING COUNCIL, INCLUDING CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC'S LAWRENCEVILLE LOCATION, THE UPMC PASSAVANT PAVILION, MAGEE WOMENS HOSPITAL OF UPMC'S INPATIENT ADDITION, UPMC'S CORPORATE HEADQUARTERS IN DOWNTOWN PITTSBURGH, AND UPMC EAST IN MONROEVILLE. MOST RECENT LEED-CERTIFIED SPACES INCLUDE FLOORS OCCUPIED BY THE UPMC HEALTH PLAN IN THE U.S. STEEL BUILDING IN DOWNTOWN PITTSBURGH AND THE NEW SOUTH CAMPUS OF CHILDRENS HOSPITAL OF PITTSBURGH OF UPMC. UPMC ACTIVELY PARTICIPATED IN THE U.S. DEPARTMENT OF ENERGY'S BETTER BUILDING CHALLENGE, AND SHARED CREATIVE ENERGY SAVING STRATEGIES WITH OTHER ORGANIZATIONS. ADDITIONALLY, UPMC PARTICIPATES IN THE GREEN BUILDING ALLIANCES PITTSBURGH 2030 DISTRICT INITIATIVES. A LIGHTING CONTROL DEMONSTRATION PROJECT WAS SHARED WITH THE CITY OF PITTSBURGH, WHICH USED THE INSIGHT AND DEMONSTRATION AS A BASIS TO REVISE MUNICIPAL-LAW REGULATING PUBLIC PARKING GARAGE LIGHTING PERFORMANCE REQUIREMENTS FOR IMPROVED SAFETY. AS A PARTICIPANT IN THE SUSTAINABLE PITTSBURGH'S GREEN WORKPLACE CHALLENGE, UPMC HOSTED A REGIONAL AIR QUALITY WORKSHOP WITH AN EMPHASIS ON AIR QUALITY IMPROVEMENT THROUGH AIR POLLUTION EXPOSURE REDUCTION AND PREVENTION. UPMC SECURED A STATE-FUNDED GRANT TO ACQUIRE 27 COMPRESSED NATURAL GAS (CNG) EMPLOYEE TRANSIT SHUTTLE BUSES; UPMC'S TRANSITION FROM DIESEL/BIODIESEL TO ALL CNG WILL BE COMPLETE BY 2020. THROUGH MULTIPLE STATE-FUNDED GRANTS, UPMC INSTALLED 21 LEVEL II ELECTRIC VEHICLE CHARGE STATIONS AT HOSPITAL FACILITIES IN SOUTHWESTERN PENNSYLVANIA. UPMC DOES NOT ASSESS A FEE FOR USING EV CHARGE STATIONS ON ITS PROPERTIES. BASED ON OBSERVED ACCESS, MOST OF THE EV CHARGE STATIONS ARE INDICATING INCREASING USAGE. IN DEMONSTRATING REGIONAL STEWARDSHIP, UPMC ACTIVELY COLLABORATES IN COMMUNITY-BASED INITIATIVES. IN 2015, UPMC EMPLOYEES PARTICIPATED IN EARTH DAY EVENTS INCLUDING A SPRING CLEAN UP IN COLLABORATION WITH THE MOUNT WASHINGTON COMMUNITY DEVELOPMENT CORPORATION. THE UPMC PASSAVANT GREEN TEAM PARTNERED WITH OTHER NON-PROFIT COMMUNITY PARTNERS SUCH AS GLOBAL LINKS, GOODWILL, THE PITTSBURGH CENTER FOR CREATIVE REUSE, AND OTHERS IN THEIR ANNUAL REUSEFEST - TAKING IN NEARLY 12,000 POUNDS OF MATERIAL FOR REUSE. UPMC PROVIDED EDUCATION ON HEALTHY FOODS AND NUTRITION TO COMMUNITY FAMILIES, WITH A FOCUS ON LOW INCOME AND MINORITY COMMUNITIES. UPMC CONTINUES TO PARTICIPATE IN THE BREATHE PROJECT TO LEVERAGE PERSONAL, BUSINESS, AND COMMUNITY ACTIONS LEADING TO IMPROVED REGIONAL AIR QUALITY. UPMC EXPANDED SMOKE FREE CAMPUSES TO INCORPORATE SMOKE FREE WORKSHIFTS. UPMC FACILITIES PARTICIPATED IN THE NATIONAL PRESCRIPTION DRUG TAKE-BACK DAY COMMUNITY-BASED COLLECTION EVENTS, SPONSORED BY THE DRUG ENFORCEMENT ADMINISTRATION (DEA), TO REDUCE THE AVAILABILITY AND ACCESSIBILITY OF UNWANTED MEDICATION. UPMC CONTINUED TO CO-SPONSOR COMMUNITY BASED HOUSEHOLD HAZARDOUS WASTE COLLECTION EVENTS THROUGHOUT THE REGION. UPMC CONTINUED TO WORK WITH GLOBAL LINKS AND THROUGH THE UPMC HORIZON MEDICAL EQUIPMENT RECYCLING PROGRAM TO RECYCLE MEDICAL AND OTHER EQUIPMENT BOTH LOCALLY AND ABROAD. LEADERSHIP AND WORKFORCE DEVELOPMENT- IN FISCAL 2015, UPMC SUPPORTED NUMEROUS PROJECTS TO DEVELOP THE REGIONAL WORKFORCE AND ASSIST INDIVIDUALS IN OBTAINING AND RETAINING QUALITY EMPLOYMENT. UPMC HAS UNDERTAKEN INTERNAL PROGRAMS, SUCH AS THE PARTNERSHIP ON WORKFORCE READINESS AND RETENTION AND PATHWAYS TO WORK, TO HELP TRAIN INDIVIDUALS FROM POPULATIONS WITH SIGNIFICANT BARRIERS TO EMPLOYMENT TO GAIN AND KEEP JOBS IN THE HEALTH CARE SECTOR. UPMC PROJECT SEARCH IS A COLLABORATION BETWEEN UPMC, GOODWILL OF SOUTHWESTERN PA, THE PENNSYLVANIA OFFICE OF VOCATIONAL REHABILITATION (OVR), THE ALLEGHENY COUNTY OFFICE OF INTELLECTUAL DISABILITIES (OID), AND PITTSBURGH SCHOOL DISTRICTS, DESIGNED TO COMBINE EDUCATION AND WORK EXPERIENCE IN AN EFFORT TO PREPARE STUDENTS WITH DISABILITIES FOR COMPETITIVE EMPLOYMENT. UPMC'S ONGOING SUPPORT FOR AND COLLABORATION WITH EXTERNAL PARTNERS, SUCH AS THE BIDWELL TRAINING CENTER, JOBLINKS, GOODWILL, AND SCHOOL 2 CAREER, HAVE TRAINED THOUSANDS OF INDIVIDUALS FOR SUCCESSFUL EMPLOYMENT IN THE HEALTH CARE INDUSTRY. CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC UNIVERSITY (CHPU) IS A MENTORING PROGRAM FOR MIDDLE SCHOOL YOUTH HELD DURING THE ACADEMIC YEAR ON THE CHILDREN'S HOSPITAL LAWRENCEVILLE CAMPUS. THROUGH COLLABORATIVE PROGRAMMING WITH ARSENAL MIDDLE SCHOOL AND OTHER COMMUNITY-BASED ORGANIZATIONS, CHPU PROVIDES EDUCATIONAL AND MENTORING OPPORTUNITIES TO ENHANCE ACADEMIC PERFORMANCE, COMMUNITY CONNECTIONS, AND CAREERS IN HEALTH CARE. UPMC COLLABORATES WITH URBAN INNOVATION21 PROVIDING SPONSORED INTERNSHIP TRAINING EXPERIENCES FOR PITTSBURGH PROMISE STUDENTS. EACH YEAR, UPMC'S MILITARY TALENT NETWORK HELPS HUNDREDS OF EMPLOYMENT CANDIDATES WHO ARE VETERANS, HONE THEIR RESUMES, TRANSLATE THEIR MILITARY EXPERIENCE INTO MARKETABLE SKILLS, AND PREPARE FOR THE INTERVIEW PROCESS. IN 2015, UPMC WAS FORMALLY RECOGNIZED AS ONE OF THE TOP MILITARY FRIENDLY EMPLOYERS IN THE COUNTRY, AND WAS AMONG THE TOP 20 MILITARY FRIENDLY HEALTH CARE AND PHARMACEUTICAL INDUSTRY EMPLOYERS. UPMC'S AWARD-WINNING DIGNITY AND RESPECT CAMPAIGN IS A MODEL FOR USE BY OTHER ENTITIES THROUGHOUT THE REGION AND NATIONALLY. IN ADDITION, THE CENTER FOR ENGAGEMENT AND INCLUSION (CFEI) OFFERS A CULTURAL COMPETENCY LECTURE SERIES, WHICH PROVIDES OPPORTUNITIES TO LEARN ABOUT VARIOUS ASPECTS OF DIVERSITY AND DEVELOP TOOLS FOR WORKING IN A COMPLEX AND MULTICULTURAL HEALTH CARE SYSTEM. THE CFEI NEXT STEPS YOUTH PROGRAM PROMOTES ACADEMIC SUCCESS, PERSONAL GROWTH, AND GOOD DECISION MAKING THROUGHOUT WESTERN PENNSYLVANIA BY OFFERING NUMEROUS CAREER PRESENTATIONS, SHADOWING OPPORTUNITIES, AND MOCK INTERVIEWS FOR HIGH SCHOOL STUDENTS. UPMC'S MEDICAL EDUCATION PROGRAMS, UNDERTAKEN
Part VI Line 6 See Schedule O Line 7 STATES RECEIVING COMMUNITY BENEFIT REPORT Pennsylvania
Schedule H (Form 990) 2014
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
2014
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 Domestic Organizations and Domestic Governments. 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 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
N/A
WEXFORD,PA15090
25-1627978 501(c)3 15,900       CHARITABLE DONATION
(2) ADVISORY BOARD ON AUTISM AND RELATED DIS
35 WILSON ST
STE 100
PITTSBURGH,PA15223
25-1760214 501(c)3 7,667       AUTISM SUPPORT
(3) ALLEGHENY CONF ON COMMUNITY DEVELOPMENT
11 Stanwix Street
17th Floor
PITTSBURGH,PA15222
25-0965213 501(c)3 293,000       COMMUNITY DEVEL
(4) ALLEGHENY COUNTY
One Smithfield Street
Suite 100
PITTSBURGH,PA15222
25-6001017 Government 14,400       CHARITABLE DONATION
(5) ALLEGHENY COUNTY MEDICAL SOCIETY
713 RIDGE AVE
N/A
PITTSBURGH,PA15213
25-6064355 501(c)3 12,680       CHARITABLE DONATION
(6) AMERICAN CANCER SOCIETY INC
250 Williams Street NW
N/A
Atlanta,GA30303
13-1788491 501(c)3 124,975       CANCER RESEARCH
(7) AMERICAN DIABETES ASSOCIATION
100 W Station Sq Dr
N/A
PGH,PA15219
13-1623888 501(c)3 52,500       DIABETES RESEARCH
(8) AMERICAN HEART ASSOCIATION
777 PENN AVE
SUITE 200
PITTSBURGH,PA15235
13-5613797 501(c)3 518,250       HEART DISEASE RES
(9) AMERICAN LUNG ASSOCIATION
810 RIVER AVE
STE 140
PITTSBURGH,PA15212
25-1825116 501(c)3 10,000       LUNG DISEASE RES
(10) AMERICAN RED CROSS
225 Blvd of the Allies
N/A
PITTSBURGH,PA15222
25-0965231 501(c)3 10,887       CHARITABLE DONATION
(11) ANIMAL FRIENDS
562 Camp Horne Road
N/A
PITTSBURGH,PA15237
25-0951565 501(c)3 105,193       CHARITABLE DONATION
(12) ANIMAL RESCUE LEAGUE
6620 Hamilton Avenue
N/A
PITTSBURGH,PA15206
25-0325750 501(c)3 6,000       CHARITABLE DONATION
(13) ARTHRITIS FOUNDATION
790 HOLIDAY DRIVE
N/A
PITTSBURGH,PA15220
25-0983073 501(c)3 61,250       ARTHRITIS RESEARCH
(14) ATTACK THEATRE INC
2425 LIBERTY AVE
N/A
PITTSBURGH,PA15222
20-1909284 501(c)3 20,000       CHARITABLE DONATION
(15) AUTISM SPEAKS
8035 MCKNIGHT ROAD
SUITE 301
PITTSBURGH,PA15237
20-2329938 501(c)3 7,500       AUTISM RESEARCH
(16) BEAVER COUNTY EDUCATIONAL TRUST
PO Box 216
N/A
Beaver,PA15009
25-1381854 501(c)3 10,000       EDUCATION
(17) BEST OF THE BATCH FOUNDATION
2000 West Street
N/A
Munhall,PA15120
24-1900914 501(c)3 7,600       CHARITABLE DONATION
(18) BLOOMFIELD LITTLE ITALY DAYS INC
2549 Penn Ave
N/A
Pittsburgh,PA15222
46-0691769 N/A 10,000       CHARITABLE DONATION
(19) BOROUGH OF GREENVILLE
125 Main St
N/A
Greenville,PA16125
25-6000376 Government 35,000       CHARITABLE DONATION
(20) BOYS AND GIRLS CLUBS OF WESTERN PA
630 Washington Avenue
N/A
PITTSBURGH,PA15106
25-1206970 501(c)3 16,000       COMMUNITY DEVEL
(21) CANCER CARING CENTER
4117 LIBERTY AVE
N/A
PITTSBURGH,PA15224
25-1547942 501(c)3 15,250       CANCER RESEARCH
(22) CARNEGIE INSTITUTE
4400 FORBES AVE
N/A
PITTSBURGH,PA15213
25-0965280 501(c)3 63,500       EDUCATION
(23) CATHOLIC CHARITIES FREE HEALTH CARE CTR
212 Ninth Street
N/A
PITTSBURGH,PA15222
25-1326213 501(c)3 38,500       CHARITABLE DONATION
(24) CENTRAL CATHOLIC HIGH SCHOOL
4720 5th Avenue
N/A
PITTSBURGH,PA15213
20-0478989 501(c)3 5,695       EDUCATION
(25) CHILDRENS HOME OF PITTSBURGH
5324 PENN AVE
N/A
PITTSBURGH,PA15224
25-0965292 501(c)3 7,700       COMMUNITY DEVEL
(26) Children's Hospital Foundation
4401 Penn Avenue
Floor 3
PITTSBURGH,PA15224
25-1865744 501(c)3 251,332       CHARITABLE DONATION
(27) CHILDRENS MUSEUM OF PGH
10 CHILDRENS WAY
N/A
PITTSBURGH,PA15212
25-1379704 501(c)3 6,000       COMMUNITY DEVEL
(28) CITY OF FARRELL
500 Roemer Blvd
N/A
FARRELL,PA16121
25-6000858 Government 36,450       CHARITABLE DONATION
(29) CITY THEATRE
1300 Bingham St
N/A
PITTSBURGH,PA15203
25-1554580 501(c)3 10,000       CHARITABLE DONATION
(30) CIVIC LIGHT OPERA ASSOC OF GREATER PGH
719 LIBERTY AVE
6TH FLOOR
PITTSBURGH,PA15222
25-6000890 501(c)3 28,000       CHARITABLE DONATION
(31) COMMUNITY COLLEGE OF ALLEGHENY COUNTY
8701 Perry Hwy
N/A
PITTSBURGH,PA15237
25-6075057 Government 8,000       EDUCATION
(32) COMMUNITY HUMAN SERVICES CORP
374 LAWN ST
N/A
PITTSBURGH,PA15213
25-1219610 501(c)3 144,102       COMMUNITY DEVEL
(33) COMMUNITY LIVER ALLIANCE
612 Shady Oak Ct
N/A
MARS,PA16046
46-1909171 501(c)3 55,000       CHARITABLE DONATION
(34) CRANBERRY TOWNSHIP COMMUNITY CHEST
2525 Rochester Road
Suite 450
Cranberry TWP,PA16066
25-1484323 501(c)3 25,000       COMMUNITY DEVEL
(35) CROHNS AND COLITIS FOUNDATION OF AMERICA
580 S AIKEN AVE
SUITE 202
PITTSBURGH,PA15232
13-6193105 501(c)3 5,250       CROHNS & COLITIS RES
(36) CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD
SUITE 200
BETHESDA,MD20814
25-1155227 501(c)3 22,500       CYSTIC FIBROSIS RES
(37) DAPPER DAN CHARITIES
34 BLVD OF THE ALLIES
N/A
PITTSBURGH,PA15222
23-7216540 501(c)3 17,500       CHARITABLE DONATION
(38) DELTA FOUNDATION OF PITTSBURGH
911 Galveston Ave
N/A
PITTSBURGH,PA15233
23-2874576 501(c)3 35,000       CHARITABLE DONATION
(39) DEPAUL SCHOOL FOR HEARING AND SPEECH
6202 Alder St
N/A
PITTSBURGH,PA15206
25-0965321 501(c)3 9,000       EDUCATION
(40) DOLLAR ENERGY FUND INC
PO Box 42329
N/A
PITTSBURGH,PA15203
25-1442933 501(c)3 12,800       CHARITABLE DONATION
(41) Doris Duke Academy
5150 Centre Avenue
N/A
PITTSBURGH,PA15232
25-0965591 501(c)3 10,000       CHARITABLE DONATION
(42) DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
600 Forbes Avenue
N/A
PITTSBURGH,PA15282
25-1035663 501(c)3 220,000       EDUCATION
(43) EAST LIBERTY FAMILY
6023 HARVARD ST
N/A
PITTSBURGH,PA15206
25-1417228 501(c)3 92,500       CHARITABLE DONATION
(44) EASTERN MINORITY SUPPLIER DEVELOP CO
425 6th Ave
N/A
PITTSBURGH,PA15219
25-1236796 501(c)3 11,600       CHARITABLE DONATION
(45) EPILEPSY FOUNDATION WESTERN CENTRAL PA
1501 REEDSDALE ST
N/A
PITTSBURGH,PA15233
23-7241930 501(c)3 50,000       EPILEPSY RESEARCH
(46) ERIE COMMUNITY FOUNDATION
459 WEST SIXTH ST
N/A
ERIE,PA16507
25-6032032 501(c)3 5,500       COMMUNITY DEVEL
(47) ERIE PROMOTIONS AND EXPOS INC
5398 B SPIRES DR
N/A
ERIE,PA16509
25-1634036 N/A 5,873       CHARITABLE DONATION
(48) EYE AND EAR FOUNDATION
203 Lothrop St
N/A
PITTSBURGH,PA15213
25-1439732 501(c)3 10,600       CHARITABLE DONATION
(49) FAMILY GUIDANCE INC
307 DUFF ROAD
N/A
SEWICKLEY,PA15143
25-1128116 501(c)3 10,000       COMMUNITY DEVEL
(50) FAMILY HOSPICE AND PALLIATIVE CARE
50 MOFFETT STREET
N/A
PITTSBURGH,PA15243
25-1529649 501(c)3 12,300       CHARITABLE DONATION
(51) FAMILY HOUSE INC
242 MCKEE PLACE
N/A
PITTSBURGH,PA15213
25-1519959 501(c)3 129,500       COMMUNITY DEVEL
(52) FARRELL AREA SCHOOL DISTRICT
1600 Roemer Blvd
N/A
FARRELL,PA16121
76-4325097 Government 35,035       EDUCATION
(53) FRATERNAL ASSOC OF PROF PARAMEDICS
PO Box 8454
N/A
PITTSBURGH,PA15220
25-1368007 501(c)3 6,000       CHARITABLE DONATION
(54) GATEWAY MEDICAL SOCIETY
1835 Centre Ave
N/A
PITTSBURGH,PA15219
02-0704699 501(c)3 37,500       CHARITABLE DONATION
(55) GREATER PGH COMMUNITY FOOD BANK
1601 Brighton Road
N/A
PITTSBURGH,PA15212
25-1420599 501(c)3 5,193       COMMUNITY DEVEL
(56) GREENVILLE AREA SCHOOL DISTRICT
9 Donation Road
N/A
Greenville,PA16125
25-6011926 Government 35,100       EDUCATION
(57) HAIR PEACE CHARITIES
102 Cleveland Avenue
N/A
PITTSBURGH,PA15202
56-2524841 501(c)3 7,500       CHARITABLE DONATION
(58) HAMOT HEALTH FOUNDATION
300 STATE ST
N/A
ERIE,PA16507
25-1400999 501(c)3 34,000       COMMUNITY DEVEL
(59) HERITAGE HEALTH FOUNDATION INC
820 Braddock Avenue
N/A
BRADDOCK,PA15104
25-1442838 501(c)3 60,000       CHARITABLE DONATION
(60) HILL HOUSE ASSOCIATION
1835 Centre Ave
N/A
PITTSBURGH,PA15219
25-1146128 501(c)3 75,800       CHARITABLE DONATION
(61) HISTORICAL SOC OF W PA
1810 FUNSTON AVE
N/A
PITTSBURGH,PA15235
25-6089948 501(c)3 29,500       COMMUNITY DEVEL
(62) HOME NURSING AGENCY FOUNDATION
201 CHESTNUT Ave
PO Box 352
ALTOONA,PA16603
25-1467014 501(c)3 15,000       COMMUNITY DEVEL
(63) JAMESON HEALTHCARE FOUNDATION
1211 Wilmington Ave
N/A
NEW CASTLE,PA16105
25-1536037 501(c)3 7,250       COMMUNITY DEVEL
(64) JEWISH FEDERATION OF GREATER PITTSBURGH
234 McKee Place
N/A
PITTSBURGH,PA15213
25-1017602 501(c)3 50,000       COMMUNITY DEVEL
(65) JUNIOR ACHIEVEMENT
1 Education Way
N/A
COLORADO SPRINGS,CO80906
25-0983059 501(c)3 11,750       COMMUNITY DEVEL
(66) JUVENILE DIABETES RESEARCH FOUNDATION
960 PENN AVE
SUITE 1000
PITTSBURGH,PA15222
23-1907729 501(c)3 42,500       DIABETES RESEARCH
(67) KIDS VOICE
437 Grant Street
700 Frick Building
PITTSBURGH,PA15219
25-0983060 501(c)3 6,500       CHARITABLE DONATION
(68) LADIES HOSPITAL AID SOCIETY
200 LOTHROP STREET
N/A
PITTSBURGH,PA15213
23-7257527 501(c)3 208,750       CHARITABLE DONATION
(69) LAROCHE COLLEGE
9000 BABCOCK BLVD
N/A
PITTSBURGH,PA15237
25-1125048 501(c)3 6,200       EDUCATION
(70) LAWRENCEVILLE CORP
100 43RD ST
SUITE 114
PITTSBURGH,PA15201
25-0983059 501(c)3 7,500       CHARITABLE DONATION
(71) LAWRENCEVILLE UNITED INC
4839 Butler Street
N/A
PITTSBURGH,PA15201
23-3070601 501(c)3 8,000       CHARITABLE DONATION
(72) LUMINARI INC
219 RICHLAND LN
N/A
PITTSBURGH,PA15208
26-4196781 501(c)3 15,000       CHARITABLE DONATION
(73) Magee Women's Research Institute & FDN
3339 Ward St
N/A
PITTSBURGH,PA15213
25-1462312 501(c)3 2,610,000       EDUCATION & RES
(74) MARCH OF DIMES
5168 Campbells Run Rd
N/A
PITTSBURGH,PA15205
13-1846366 501(c)3 7,500       CHARITABLE DONATION
(75) MARIO LEMIEUX FOUNDATION
816 Fifth Avenue
6th Floor
PITTSBURGH,PA15219
23-1708231 501(c)3 87,500       CHARITABLE DONATION
(76) MATTRESS FACTORY LTD
500 Sampsonia Way
N/A
PITTSBURGH,PA15212
25-1338941 501(c)3 10,000       CHARITABLE DONATION
(77) MCKEESPORT HOSPITAL FOUNDATION
1500 Fifth Avenue
N/A
PITTSBURGH,PA15132
25-1380418 501(c)3 19,980       HEALTH CARE SUPPORT
(78) Heritage Valley Beaver Foundation
420 Rouser Road
N/A
Moon Township,PA15108
25-1441516 501(c)3 34,564       COMMUNITY DEVEL
(79) MENTORING PARTNERSHIP OF SOUTHWESTERN PA
1901-15 CENTRE AVE
N/A
PITTSBURGH,PA15219
23-2876447 501(c)3 39,260       COMMUNITY DEVEL
(80) MIGHTY PENGUINS SLED HOCKEY INC
123 DUNEDIN DR
N/A
CHESWICK,PA15024
25-5095701 501(c)3 15,000       CHARITABLE DONATION
(81) MON YOUGH CHAMBER OF COMMERCE
201 LYSE BLVD
N/A
MCKEESPORT,PA15132
23-2917105 501(c)6 5,670       CHARITABLE DONATION
(82) MONROEVILLE AREA CHAMBER OF COMMERCE
2790 MOSSIDE BLVD
N/A
MONROEVILLE,PA15146
25-1293687 501(c)6 5,340       CHARITABLE DONATION
(83) MT ARARAT COMMUNITY ACTIVITY CENTER
271 Paulson Avenue
N/A
PITTSBURGH,PA15206
25-1628168 501(c)3 10,500       CHARITABLE DONATION
(84) MUNICIPALITY OF MONROEVILLE
2700 MONROEVILLE BLVD
N/A
MONROEVILLE,PA15146
25-6004094 Government 10,500       CHARITABLE DONATION
(85) NAMI
4721 McKnight Road
N/A
PITTSBURGH,PA15237
25-1477291 501(c)3 21,250       CHARITABLE DONATION
(86) NATIONAL KIDNEY FOUNDATION INC
30 East 33rd Street
N/A
NEW YORK,NY10016
13-1673104 501(c)3 22,400       KIDNEY DISEASE RES
(87) NATL ASSOC ADVANCEMENT OF COLORED PEOPLE
2203 Wylie Ave
N/A
PITTSBURGH,PA15219
25-6086867 501(c)3 8,500       CHARITABLE DONATION
(88) NATL OVARIAN CANCER COALITION
6507 WILKINS AVENUE
N/A
PITTSBURGH,PA15217
65-0628064 501(c)3 20,500       OVARIAN CANCER RES
(89) NEGRO EDUCATIONAL EMERGENCY DRIVE
332 Fifth Avenue
First Floor
PITTSBURGH,PA15222
25-6070821 501(c)3 20,000       CHARITABLE DONATION
(90) NEW PITTSBURGH COURIER PUBLISHING CO INC
315 E Carson St
N/A
PITTSBURGH,PA15219
25-1181398 501(C)3 10,000       CHARITABLE DONATION
(91) NIGHTINGALE AWARDS OF PA
185 West Crestlyn Drive
N/A
YORK,PA17402
23-2567118 501(c)3 7,500       CHARITABLE DONATION
(92) OAKLAND BUSINESS IMPROVEMENT DISTRICT
235 Atwood St
N/A
PITTSBURGH,PA15213
25-6000879 501(c)3 77,000       CHARITABLE DONATION
(93) OAKLAND TRANSPORTATION MGMT ASSOC
235 Atwood Street
N/A
PITTSBURGH,PA15213
25-1701562 501(c)3 7,500       CHARITABLE DONATION
(94) OPERA THEATER OF PGH INC
PO BOX 11018
N/A
PITTSBURGH,PA15232
25-1342994 501(c)3 10,000       CHARITABLE DONATION
(95) OREF
6300 N RIVER RD
SUITE 700
ROSEMONT,IL60019
36-6009467 501(c)3 10,000       CHARITABLE DONATION
(96) OUR CLUBHOUSE
2816 Smallman Street
N/A
PITTSBURGH,PA15222
25-1845284 501(c)3 17,500       CHARITABLE DONATION
(97) OUR HEARTS TO YOUR SOLES
1704 Chestnut Ct
N/A
SEWICKLEY,PA15143
43-2063268 501(c)3 10,000       CHARITABLE DONATION
(98) PA BASEBALL AND SOFTBALL COACHES CLINIC
PO Box 1752
N/A
MEDIA,PA19063
23-1967414 501(c)3 7,000       CHARITABLE DONATION
(99) PA FOP 100TH LLC
1428 Banksville Road
N/A
PITTSBURGH,PA15216
25-0900023 501(c)3 15,000       CHARITABLE DONATION
(100) PA GERIATRICS SOCIETY
713 RIDGE AVE
N/A
PITTSBURGH,PA15213
25-1650976 501(c)3 6,000       CHARITABLE DONATION
(101) PA HEALTH CARE QUALITY ALLIANCE
PO BOX 15896
N/A
PHILADELPHIA,PA19103
26-3850733 501(c)3 25,000       CHARITABLE DONATION
(102) PASSAVANT HOSPITAL FOUNDATION
9100 BABCOCK BOULEVARD
N/A
PITTSBURGH,PA15237
25-1407815 501(c)3 206,914       COMMUNITY DEVEL
(103) PENN STATE UNIVERSITY
17 OLD MAIN
N/A
UNIVERSITY PARK,PA16802
25-1500292 501(c)3 8,500       EDUCATION
(104) PENNSYLVANIA RESOURCE COUNCIL
64 S 14TH STREET
N/A
PITTSBURGH,PA15203
23-6403971 501(c)3 14,000       CHARITABLE DONATION
(105) PEOPLES OAKLAND
3433 BATES ST
N/A
PITTSBURGH,PA15213
23-7407933 501(c)3 34,102       CHARITABLE DONATION
(106) PERSAD CENTER INC
5150 Penn Ave
N/A
PITTSBURGH,PA15224
25-1234680 501(c)3 40,000       CHARITABLE DONATION
(107) PGH METRO AREA HISPANIC CHAMBER COMMERCE
6 Loop Street
N/A
PITTSBURGH,PA15215
20-0734226 501(c)3 10,000       CHARITABLE DONATION
(108) PHN Foundation
62-66 E State Street
N/A
SHARON,PA16146
41-2188011 501(c)3 30,000       CHARITABLE DONATION
(109) PITTSBURGH ACTION AGAINST RAPE
81 South 19th Street
N/A
PITTSBURGH,PA15203
25-1253675 501(c)3 5,500       CHARITABLE DONATION
(110) PITTSBURGH ARTS AND LECTURES
301 S Craig Street
N/A
PITTSBURGH,PA15213
25-1657947 501(c)3 12,500       CHARITABLE DONATION
(111) PITTSBURGH BALLET THEATRE INC
2900 Liberty Ave
N/A
PITTSBURGH,PA15201
23-7101094 501(c)3 36,500       CHARITABLE DONATION
(112) PITTSBURGH FELLOWS
405 Frederick Avenue
N/A
SEWICKLEY,PA15143
36-4618424 501(c)3 7,500       CHARITABLE DONATION
(113) PITTSBURGH FILMMAKERS
477 MELWOOD AVE
N/A
PITTSBURGH,PA15213
25-1229210 501(c)3 10,000       CHARITABLE DONATION
(114) PITTSBURGH IRISH AND CLASSICAL THEATRE
PO BOX 23607
N/A
PITTSBURGH,PA15222
23-2874694 501(c)3 10,000       CHARITABLE DONATION
(115) PITTSBURGH OPERA
2425 Liberty Ave
N/A
PITTSBURGH,PA15222
25-1073139 501(c)3 13,500       COMMUNITY DEVELOPMENT
(116) PITTSBURGH PUBLIC THEATER CORP
621 PENN AVE
OREILLY THEATER
PITTSBURGH,PA15222
23-7398683 501(c)3 10,000       CHARITABLE DONATION
(117) PITTSBURGH SOCIAL VENTURE PARTNERS
PO Box 95
N/A
ALLISON PARK,PA15101
25-1893152 501(c)3 15,000       CHARITABLE DONATION
(118) PITTSBURGH STEELWHEELERS
83 Westminster Pl
N/A
PITTSBURGH,PA15209
25-1358502 501(c)3 15,000       CHARITABLE DONATION
(119) PITTSBURGH SYMPHONY
600 PENN AVENUE
N/A
PITTSBURGH,PA15222
25-0986052 501(c)3 10,000       CHARITABLE DONATION
(120) PITTSBURGH THREE RIVERS MARATHON
310 GRANT ST
N/A
PITTSBURGH,PA15219
26-2524046 501(c)3 10,000       CHARITABLE DONATION
(121) PITTSBURGH WINE FESTIVAL LLC
1 PNC CTR
N/A
PITTSBURGH,PA15222
20-3730209 N/A 50,000       CHARITABLE DONATION
(122) POISE FOUNDATION
2228 WYLIE AVE
N/A
PITTSBURGH,PA15219
25-1303426 501(c)3 30,500       CHARITABLE DONATION
(123) POSSIBLE MISSIONS INC
16516 El Camino Real 126
N/A
HOUSTON,TX77602
76-0677748 501(c)3 12,000       CHARITABLE DONATION
(124) POWER
7445 CHURCH ST
N/A
PITTSBURGH,PA15218
25-1643651 501(c)3 6,667       CHARITABLE DONATION
(125) PRESBYTERIAN SENIOR CARE
1215 HULTON RD
N/A
OAKMONT,PA15139
25-1495780 501(c)3 7,500       CHARITABLE DONATION
(126) PRESQUE ISLE PARTNERSHIP
301 PENNINSULA DR
SUITE 2
ERIE,PA16505
25-1737521 501(c)3 10,000       CHARITABLE DONATION
(127) QUANTUM THEATRE
218 N HIGHLAND AVE
N/A
PITTSBURGH,PA15206
25-1760895 501(c)3 25,000       CHARITABLE DONATION
(128) RACER PRODUCTIONS INC
122 Vista Del Rio DR
N/A
MORGANTOWN,WV26508
55-0701274 N/A 45,000       CHARITABLE DONATION
(129) REAL TIMES WHOS WHO PUBLISHING LLC
3700 Corporate Drive
Suite 110
COLUMBUS,OH43231
26-4163198 N/A 10,000       CHARITABLE DONATION
(130) REHABILITATION AND COMMUNITY PROV ASSOC
2101 N FRONT ST
N/A
HARRISBURG,PA17110
22-2839539 501(c)3 18,000       COMMUNITY DEVEL
(131) Service Access & Management IncBehavioral Health
227 North Fifth Street
N/A
READING,PA19601
23-2735283 501(c)3 25,962       CHARITABLE DONATION
(132) SHADYSIDE CHAMBER OF COMMERCE
5541 WALNUT ST
N/A
PITTSBURGH,PA15232
25-1373067 501(c)6 5,350       CHARITABLE DONATION
(133) SHENANGO VALLEY CHAMBER OF COMMERCE
41 Chestnut Avenue
N/A
SHARON,PA16146
25-1039261 501(c)6 9,585       CHARITABLE DONATION
(134) SILK SCREEN ASIAN AMERICAN
424 SOUTH 27TH ST
N/A
PITTSBURGH,PA15203
20-2602704 501(c)3 15,000       CHARITABLE DONATION
(135) SMART FUTURES
401 Wood St
Ste 902
PITTSBURGH,PA15222
30-0263715 501(c)3 15,000       CHARITABLE DONATION
(136) SOJOURNER HOUSE
5460 Penn Avenue
N/A
PITTSBURGH,PA15206
25-1737004 501(c)3 10,000       CHARITABLE DONATION
(137) ST ANTHONY CHARITABLE FOUNDATION
2000 Corporate Drive
Suite 580
WEXFORD,PA15090
25-0986055 501(c)3 6,250       CHARITABLE DONATION
(138) ST MARGARET FOUNDATION
815 FREEPORT ROAD
N/A
PITTSBURGH,PA15215
25-1520340 501(c)3 7,500       CHARITABLE DONATION
(139) ST PAUL HOMES
339 E Jamestown Rd
N/A
GREENVILLE,PA16125
25-0773080 501(c)3 10,451       CHARITABLE DONATION
(140) STEEL CITY DRAGON BOAT ASSOC INC
326 Marberry Drive
N/A
PITTSBURGH,PA15216
20-2353564 501(c)3 7,500       CHARITABLE DONATION
(141) SUSAN G KOMEN PITTSBURGH AFFILIATE
1133 S Braddock Ave
N/A
PGH,PA15218
75-1835298 501(c)3 53,500       CHARITABLE DONATION
(142) T CONN SPORTS INC
528 Skyline Drive
N/A
BELLE VERNON,PA15012
22-3902543 N/A 16,000       CHARITABLE DONATION
(143) THE AMERICAN IRELAND FUND
1133 Prospect Road
N/A
PITTSBURGH,PA15227
25-1306992 501(c)3 25,000       CHARITABLE DONATION
(144) THE CENTER THAT C A R E S
2701 Centre Avenue
N/A
PITTSBURGH,PA15219
25-1823715 501(c)3 25,000       CHARITABLE DONATION
(145) THE CHAMBER OF COMMERCE INC
5000 BROOKTREE RD
SUITE 100
WEXFORD,PA15090
25-1374594 501(c)6 10,805       CHARITABLE DONATION
(146) THE FIRST TEE OF PITTSBURGH
5370 Schenley Drive
N/A
PITTSBURGH,PA15217
01-0867393 501(c)3 25,000       CHARITABLE DONATION
(147) THE FRIENDSHIP CIRCLE OF PITTSBURGH INC
5872 Northumberland St
N/A
PITTSBURGH,PA15217
20-8950616 501(c)3 6,800       CHARITABLE DONATION
(148) THE MIDWIFE CENTER FOR BIRTH AND WOMENS
2825 PENN AVE
N/A
PITTSBURGH,PA15222
25-1864282 501(c)3 7,500       COMMUNITY DEVEL
(149) THE NATIONAL PANCREAS FOUNDATION
647 BOYLSTON ST
N/A
BOSTON,MA02116
23-2935929 501(c)3 10,000       CHARITABLE DONATION
(150) THE REGIONAL OPPORTUNITY CENTER
707 Grant Street
NO 2305
PITTSBURGH,PA15219
20-2939474 501(c)3 15,000       CHARITABLE DONATION
(151) THE SALVATION ARMY
44 South 9th Street
N/A
PITTSBURGH,PA15203
58-0660607 501(c)3 10,100       CHARITABLE DONATION
(152) THE TWENTY FIVE CLUB
204 Craft Avenue
N/A
PITTSBURGH,PA15213
25-0965420 501(c)3 15,000       CHARITABLE DONATION
(153) THE UNITED WAY
1250 PENN AVENUE
N/A
PITTSBURGH,PA15230
25-1043578 501(c)3 468,900       CHARITABLE DONATION
(154) THE WOMEN GIRLS FND OF SOUTHWESTERN PA
100 W STATION SQ DR
N/A
PITTSBURGH,PA15219
74-3055311 501(c)3 25,000       CHARITABLE DONATION
(155) THELMA LOVETE YMCA
2114 Centre Avenue
N/A
PITTSBURGH,PA15219
27-2990653 501(c)3 10,000       CHARITABLE DONATION
(156) THIEL COLLEGE
OFFICE OF ADMIN
N/A
GREENVILLE,PA16125
25-0965576 501(c)3 7,200       EDUCATION
(157) TICKETS FOR KIDS FOUNDATION
139 Freeport Road
N/A
PITTSBURGH,PA15215
02-0559825 501(c)3 13,100       COMMUNITY DEVEL
(158) PITTSBURGH FELLOWS
405 Frederick Avenue
N/A
SEWICKLEY,PA15143
36-4618424 501(c)3 52,000       CHARITABLE DONATION
(159) TURTLE CREEK VALLEY COG
723 Braddock Avenue
N/A
BRADDOCK,PA15104
25-1250510 501(c)3 10,000       CHARITABLE DONATION
(160) UNIVERSITY OF PITTSBURGH
4200 Fifth Avenue
N/A
PITTSBURGH,PA15260
25-0965591 501(c)3 9,284,523       EDUCATION
(161) UPMC ALTOONA FOUNDATION
620 Howard Ave
N/A
ALTOONA,PA16601
23-1352155 501(c)3 10,000       CHARITABLE DONATION
(162) UPMC CANCER CENTER
5150 Centre Avenue
N/A
PITTSBURGH,PA15232
25-0965591 501(c)3 11,000       CHARITABLE DONATION
(163) UPMC HAMOT AID SOCIETY
201 State Street
N/A
ERIE,PA16550
25-6039041 501(c)3 19,968       COMMUNITY DEVEL
(164) UPMC HORIZON COMMUNITY HEALTH FOUNDATION
2200 MEMORIAL DRIVE
FARRELL
PITTSBURGH,PA16121
25-0523970 501(c)3 14,202       COMMUNITY DEVEL
(165) UPTOWN PARTNERS OF PITTSBURGH
PO BOX 53074
N/A
PITTSBURGH,PA15219
54-0560925 501(c)3 20,000       CHARITABLE DONATION
(166) URBAN LEAGUE OF GREATER PGH
610 Wood Street
N/A
PITTSBURGH,PA15222
25-0965592 501(c)3 31,000       CHARITABLE DONATION
(167) URBAN REDEVELOPMENT AUTH OF PITTSBURGH
1901 Centre Ave
Ste 300
PITTSBURGH,PA15219
25-1644683 501(c)3 10,000       CHARITABLE DONATION
(168) Venango County
206 Seneca Street
N/A
OIL CITY,PA16301
25-1240475 GOV'T 6,500,000       DONATED FACILITY
(169) VETERANS OF FOREIGN WARS OF THE US
471 E Church RD
N/A
KING OF PRUSSIA,PA19406
23-2200495 501(C)19 10,000       CHARITABLE DONATION
(170) VOLUNTEERS OF AMERICA
1650 Main Street
N/A
PITTSBURGH,PA15215
23-1932916 501(c)3 12,500       CHARITABLE DONATION
(171) WESLEY SPECTRUM SERVICES
221 PENN AVE
N/A
PITTSBURGH,PA15221
25-1686715 501(c)3 7,500       CHARITABLE DONATION
(172) WESTERN PENNSYLVANIA CONSERVANCY
800 Waterfront Dr
N/A
PITTSBURGH,PA15222
25-1053485 501(c)3 35,000       CHARITABLE DONATION
(173) Western Psychiatric Institute & Clinic
3811 OHARA ST
PITTSBURGH,PA15213
25-1804746 501(c)3 254,000       CHARITABLE DONATION
(174) WESTMINSTER COLLEGE
319 S Market St
N/A
NEW WILMINGTON,PA16172
25-0981156 501(c)3 5,775       EDUCATION
(175) WESTMORELAND CHAMBER OF COMMERCE
241 TOLLGATE HILL RD
N/A
GREENSBURG,PA15601
25-0523468 501(c)6 5,750       CHARITABLE DONATION
(176) WHC GLOBAL HEALTH INC
72 Fair Oaks Dr
N/A
PITTSBURGH,PA15238
46-4792408 N/A 52,500       CHARITABLE DONATION
(177) WOODLANDS FOUNDATION
134 SHENOT ROAD
N/A
WEXFORD,PA15090
25-1818538 501(c)3 6,000       CHARITABLE DONATION
(178) WORLD AFFAIRS COUNCIL OF PITTSBURGH
500 Grant Street
2640 BNY Mellon
PITTSBURGH,PA15219
25-1064871 501(c)3 10,000       CHARITABLE DONATION
(179) WORLD SERIES TOURNAMENTS INC
12 N Jefferson Ave
N/A
CANONSBURG,PA15317
30-0061092 501(c)3 7,000       CHARITABLE DONATION
(180) WORLD VISION INC
210 Overlook Drive
N/A
SEWICKLEY,PA15143
95-1922279 501(c)3 15,000       CHARITABLE DONATION
(181) WPIAL
615 IRON CITY DRIVE
N/A
PITTSBURGH,PA15205
23-1382410 501(c)3 21,050       COMMUNITY DEVELOPMENT
(182) WQED MULTIMEDIA
4802 Fifth Avenue
N/A
PITTSBURGH,PA15213
25-1010296 501(c)3 10,000       CHARITABLE DONATION
(183) YMCA OF GREATER PITTSBURGH
420 Fort Duquense Bvld
No 625
PITTSBURGH,PA15222
25-0969497 501(c)3 31,049       COMMUNITY DEVELOPMENT
(184) YOUTHPLACES
711 West Commons
N/A
PITTSBURGH,PA15212
43-2068912 501(c)3 9,000       CHARITABLE DONATION
(185) YWCA OF GREATER PITTSBURGH
305 WOOD STREET
N/A
PITTSBURGH,PA15222
25-0965639 501(c)3 10,000       CHARITABLE DONATION
(186) HOME NURSING AGENCY FOUNDATION
201 Chestnut Avenue
Altoona,PA16601
25-1467014 501(C)(3) 106,354       Charitable Donation
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
172
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
14
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. 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, 2015 inclusive of amounts reported above and inclusive of amounts paid by all UPMC entities is in excess of $191M.
Schedule I (Form 990) 2014


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 Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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), 501(c)(4), and 501(c)(29) organizations 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
Yes
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1Ralph Aldinger DOBoard Member (i)
(ii)
321,326
...............................
0
22,831
...............................
0
5,384
...............................
0
13,000
...............................
0
16,757
...............................
0
379,298
...............................
0
0
...............................
0
2David Baer MDBoard Member (i)
(ii)
247,488
...............................
0
35,498
...............................
0
3,489
...............................
0
20,800
...............................
0
17,803
...............................
0
325,078
...............................
0
0
...............................
0
3Beth Clark DOBoard Member (i)
(ii)
142,252
...............................
0
13,514
...............................
0
324
...............................
0
6,281
...............................
0
6,543
...............................
0
168,914
...............................
0
0
...............................
0
4Nicole Debolt DOBoard Member (i)
(ii)
322,250
...............................
0
0
...............................
0
800
...............................
0
7,800
...............................
0
16,350
...............................
0
347,200
...............................
0
0
...............................
0
5Christopher Samuel MDBoard Member (i)
(ii)
457,000
...............................
0
0
...............................
0
2,399
...............................
0
18,200
...............................
0
16,117
...............................
0
493,716
...............................
0
0
...............................
0
6Mario WilfongCFO and VP Admin (i)
(ii)
105,982
...............................
0
26,595
...............................
0
306
...............................
0
8,359
...............................
0
15,831
...............................
0
157,073
...............................
0
0
...............................
0
7Roger P WinnPresident (i)
(ii)
146,920
...............................
0
150,000
...............................
0
91,983
...............................
0
20,862
...............................
0
18,020
...............................
0
427,785
...............................
0
15,560
...............................
0
8Candi Castleberry-SingletonBoard Vice Chair (i)
(ii)
246,878
...............................
0
125,000
...............................
0
6,033
...............................
0
36,827
...............................
0
15,577
...............................
0
430,315
...............................
0
4,245
...............................
0
9Tamra MinnierBoard Member (i)
(ii)
304,545
...............................
0
325,000
...............................
0
41,129
...............................
0
70,308
...............................
0
14,323
...............................
0
755,305
...............................
0
35,500
...............................
0
10Douglas GarretsonPresident (i)
(ii)
200,545
...............................
0
98,000
...............................
0
2,843
...............................
0
17,730
...............................
0
15,184
...............................
0
334,302
...............................
0
0
...............................
0
11Donald GoodmanTreasurer and CFO (i)
(ii)
159,532
...............................
0
52,000
...............................
0
778
...............................
0
15,257
...............................
0
18,617
...............................
0
246,184
...............................
0
0
...............................
0
12Thomas Inglesby MDBoard Chair and Pres (i)
(ii)
355,736
...............................
0
0
...............................
0
0
...............................
0
0
...............................
0
93,025
...............................
0
448,761
...............................
0
0
...............................
0
13Anita CiceroBoard Member, Sec and Treas (i)
(ii)
325,944
...............................
0
0
...............................
0
1,093
...............................
0
18,200
...............................
0
3,600
...............................
0
348,837
...............................
0
0
...............................
0
14Nicholas BarcellonaTreasurer and CFO (i)
(ii)
144,670
...............................
0
105,000
...............................
0
240
...............................
0
12,300
...............................
0
17,360
...............................
0
279,570
...............................
0
0
...............................
0
15Christopher A GessnerPresident (i)
(ii)
421,316
...............................
0
310,000
...............................
0
22,824
...............................
0
70,220
...............................
0
18,931
...............................
0
843,291
...............................
0
17,500
...............................
0
16Kimberly MosesBoard Secretary (i)
(ii)
116,231
...............................
0
37,000
...............................
0
351
...............................
0
5,646
...............................
0
7,078
...............................
0
166,306
...............................
0
0
...............................
0
17Andrew NowalkBoard Member (i)
(ii)
74,348
...............................
0
28,701
...............................
0
44,475
...............................
0
7,356
...............................
0
2,689
...............................
0
157,569
...............................
0
0
...............................
0
18James GavinPresident (i)
(ii)
290,478
...............................
0
259,500
...............................
0
39,917
...............................
0
55,362
...............................
0
18,263
...............................
0
663,520
...............................
0
31,215
...............................
0
19James GiammarcoChief Financial Officer (i)
(ii)
155,886
...............................
0
92,333
...............................
0
1,190
...............................
0
16,496
...............................
0
9,315
...............................
0
275,220
...............................
0
0
...............................
0
20Kenneth Nash MDBoard Member (i)
(ii)
83,301
...............................
0
59,282
...............................
0
952
...............................
0
10,965
...............................
0
1,044
...............................
0
155,544
...............................
0
0
...............................
0
21Claudia Roth PhDBoard Member (i)
(ii)
600,418
...............................
0
240,000
...............................
0
116,167
...............................
0
20,823
...............................
0
10,831
...............................
0
988,239
...............................
0
97,622
...............................
0
22Stacey ArmstrongFormer Vice President (i)
(ii)
177,185
...............................
0
46,000
...............................
0
560
...............................
0
15,460
...............................
0
15,766
...............................
0
254,971
...............................
0
0
...............................
0
23Randall Kolb MDBoard Member and President (i)
(ii)
188,898
...............................
0
0
...............................
0
5,291
...............................
0
15,362
...............................
0
15,377
...............................
0
224,928
...............................
0
0
...............................
0
24Robert BlosatBoard Member, VP and COO (i)
(ii)
389,077
...............................
0
229,167
...............................
0
34,175
...............................
0
72,930
...............................
0
21,015
...............................
0
746,364
...............................
0
29,425
...............................
0
25Robert B Devlin EsqBoard Secretary (i)
(ii)
168,978
...............................
0
84,000
...............................
0
2,326
...............................
0
17,760
...............................
0
22,558
...............................
0
295,622
...............................
0
0
...............................
0
26Francis Solano MDBoard Member and President (i)
(ii)
557,263
...............................
0
280,000
...............................
0
27,867
...............................
0
45,502
...............................
0
19,318
...............................
0
929,950
...............................
0
25,101
...............................
0
27Deborah S BrodineBoard Member and President (i)
(ii)
267,550
...............................
0
270,000
...............................
0
21,879
...............................
0
49,632
...............................
0
21,214
...............................
0
630,275
...............................
0
20,625
...............................
0
28Stephen Nimmo EsqBoard Member and Secretary (i)
(ii)
266,605
...............................
0
226,000
...............................
0
75,850
...............................
0
61,690
...............................
0
20,141
...............................
0
650,286
...............................
0
27,310
...............................
0
29Jerome ShafferBoard Member Treasurer and CFO (i)
(ii)
187,146
...............................
0
105,000
...............................
0
1,323
...............................
0
19,600
...............................
0
15,588
...............................
0
328,657
...............................
0
0
...............................
0
30Daniel GrantVice Pres and COO (i)
(ii)
0
...............................
169,902
0
...............................
71,000
0
...............................
1,553
0
...............................
16,142
0
...............................
16,681
0
...............................
275,278
0
...............................
0
31David A Nace MDBoard Member (i)
(ii)
117,742
...............................
0
26,569
...............................
0
44,240
...............................
0
11,546
...............................
0
1,090
...............................
0
201,187
...............................
0
0
...............................
0
32William A NigroTreasurer and CFO (i)
(ii)
0
...............................
125,572
0
...............................
18,000
0
...............................
140
0
...............................
10,170
0
...............................
6,852
0
...............................
160,734
0
...............................
0
33Bryant Wesley EsqSecretary (i)
(ii)
146,112
...............................
0
73,500
...............................
0
454
...............................
0
12,088
...............................
0
5,795
...............................
0
237,949
...............................
0
0
...............................
0
34Bryan Donohue MDBoard Member and President (i)
(ii)
648,706
...............................
0
68,458
...............................
0
10,260
...............................
0
20,800
...............................
0
22,160
...............................
0
770,384
...............................
0
0
...............................
0
35Timothy GaulBoard Member (i)
(ii)
252,177
...............................
0
0
...............................
0
2,367
...............................
0
20,292
...............................
0
15,112
...............................
0
289,948
...............................
0
0
...............................
0
36Kotayya Kondaveeti MDBoard Member (i)
(ii)
450,000
...............................
0
0
...............................
0
0
...............................
0
0
...............................
0
0
...............................
0
450,000
...............................
0
0
...............................
0
37Tamra MintonBoard Secretary (i)
(ii)
158,284
...............................
0
45,000
...............................
0
1,393
...............................
0
10,646
...............................
0
6,777
...............................
0
222,100
...............................
0
0
...............................
0
38Rajesh SehgalBoard Member (i)
(ii)
373,414
...............................
0
0
...............................
0
351
...............................
0
7,800
...............................
0
15,509
...............................
0
397,074
...............................
0
0
...............................
0
39Mark SevcoPresident (i)
(ii)
267,330
...............................
0
215,000
...............................
0
17,332
...............................
0
53,124
...............................
0
21,316
...............................
0
574,102
...............................
0
16,332
...............................
0
40Robert VoinchetBoard Member (i)
(ii)
240,924
...............................
0
195,000
...............................
0
76,393
...............................
0
45,962
...............................
0
22,602
...............................
0
580,881
...............................
0
74,525
...............................
0
41Colleen BrennanTreasurer and CFO (i)
(ii)
177,831
...............................
0
63,000
...............................
0
1,345
...............................
0
17,280
...............................
0
19,100
...............................
0
278,556
...............................
0
0
...............................
0
42Terrence Lewis EsqSecretary (i)
(ii)
135,967
...............................
0
43,500
...............................
0
267
...............................
0
11,242
...............................
0
8,594
...............................
0
199,570
...............................
0
0
...............................
0
43Paul Mark Paris MDBoard Member (i)
(ii)
142,500
...............................
0
450
...............................
0
2,408
...............................
0
11,439
...............................
0
926
...............................
0
157,723
...............................
0
0
...............................
0
44Richard Wadas MDBoard Member and President (i)
(ii)
461,515
...............................
0
121,725
...............................
0
4,600
...............................
0
10,400
...............................
0
17,336
...............................
0
615,576
...............................
0
0
...............................
0
45Philip M CacchioneBoard Chair and President (i)
(ii)
426,109
...............................
0
2,500
...............................
0
95,628
...............................
0
20,800
...............................
0
16,492
...............................
0
561,529
...............................
0
0
...............................
0
46Sheryl Kashuba EsqSecretary and CLO (i)
(ii)
217,289
...............................
0
149,000
...............................
0
4,362
...............................
0
35,161
...............................
0
8,986
...............................
0
414,798
...............................
0
2,868
...............................
0
47Scott LammieBoard Member, Treasurer and CF (i)
(ii)
0
...............................
411,588
0
...............................
420,000
0
...............................
23,731
0
...............................
165,595
0
...............................
22,838
0
...............................
1,043,752
0
...............................
17,500
48John LovelaceBoard Member and President (i)
(ii)
0
...............................
343,724
0
...............................
310,000
0
...............................
28,080
0
...............................
74,606
0
...............................
12,444
0
...............................
768,854
0
...............................
17,500
49Stephen Perkins MDBoard Member (i)
(ii)
0
...............................
306,773
0
...............................
176,000
0
...............................
21,681
0
...............................
49,209
0
...............................
21,480
0
...............................
575,143
0
...............................
8,660
50V James FiorenzoPresident (i)
(ii)
371,583
...............................
0
206,000
...............................
0
48,402
...............................
0
62,148
...............................
0
16,752
...............................
0
704,885
...............................
0
41,090
...............................
0
51Stephen DanchTreasurer and CFO (i)
(ii)
285,194
...............................
0
93,500
...............................
0
21,682
...............................
0
29,701
...............................
0
16,041
...............................
0
446,118
...............................
0
7,776
...............................
0
52Philip FreemanPresident (i)
(ii)
187,583
...............................
0
30,094
...............................
0
10,841
...............................
0
14,141
...............................
0
18,035
...............................
0
260,694
...............................
0
0
...............................
0
53Eleanor MedvedBoard Member (i)
(ii)
155,366
...............................
0
93,000
...............................
0
776
...............................
0
14,560
...............................
0
16,852
...............................
0
280,554
...............................
0
0
...............................
0
54Robert PackerPresident (i)
(ii)
371,300
...............................
0
35,856
...............................
0
21,537
...............................
0
57,200
...............................
0
2,261
...............................
0
488,154
...............................
0
0
...............................
0
55Gregg LaverickChief Financial Officer (i)
(ii)
203,987
...............................
0
16,800
...............................
0
814
...............................
0
46,385
...............................
0
741
...............................
0
268,727
...............................
0
0
...............................
0
56Diana WoyBoard Member (i)
(ii)
0
...............................
136,561
0
...............................
1,957
0
...............................
224
0
...............................
32,183
0
...............................
6,252
0
...............................
177,177
0
...............................
0
57Rebecca WillneckerBoard Member (i)
(ii)
216,239
...............................
0
0
...............................
0
2,409
...............................
0
26,816
...............................
0
421
...............................
0
245,885
...............................
0
0
...............................
0
58Tulio Estrada MDBoard Member (i)
(ii)
521,878
...............................
0
0
...............................
0
11,354
...............................
0
18,200
...............................
0
18,444
...............................
0
569,876
...............................
0
0
...............................
0
59Donald OwreyPresident (i)
(ii)
219,478
...............................
0
150,000
...............................
0
18,382
...............................
0
42,713
...............................
0
18,541
...............................
0
449,114
...............................
0
2,240
...............................
0
60Roy J Sartori DOBoard Member (i)
(ii)
257,313
...............................
0
33,539
...............................
0
2,000
...............................
0
13,000
...............................
0
14,797
...............................
0
320,649
...............................
0
0
...............................
0
61Thomas BurichPresident (i)
(ii)
142,858
...............................
0
9,800
...............................
0
1,383
...............................
0
15,378
...............................
0
5,920
...............................
0
175,339
...............................
0
0
...............................
0
62Edward MarinzelBoard Member (i)
(ii)
193,394
...............................
0
80,000
...............................
0
15,486
...............................
0
30,586
...............................
0
20,717
...............................
0
340,183
...............................
0
11,674
...............................
0
63John KuzmishinBoard Member, Treas, Sec & CFO (i)
(ii)
358,079
...............................
0
275,800
...............................
0
16,371
...............................
0
74,413
...............................
0
6,699
...............................
0
731,362
...............................
0
14,703
...............................
0
64Carey Andrew-JajaBoard Member (i)
(ii)
352,624
...............................
0
0
...............................
0
9,616
...............................
0
20,800
...............................
0
17,477
...............................
0
400,517
...............................
0
0
...............................
0
65Richard Beigi MDBoard Member (i)
(ii)
122,205
...............................
0
59,250
...............................
0
321
...............................
0
12,735
...............................
0
1,379
...............................
0
195,890
...............................
0
0
...............................
0
66Leslie C DavisBoard Member and President (i)
(ii)
542,289
...............................
0
420,000
...............................
0
120,274
...............................
0
123,548
...............................
0
19,353
...............................
0
1,225,464
...............................
0
116,173
...............................
0
67Amy BushBoard Secretary (i)
(ii)
161,146
...............................
0
55,000
...............................
0
314
...............................
0
12,145
...............................
0
6,769
...............................
0
235,374
...............................
0
0
...............................
0
68Jose Caballe MDBoard Member (i)
(ii)
318,184
...............................
0
1,572
...............................
0
9,997
...............................
0
15,363
...............................
0
2,969
...............................
0
348,085
...............................
0
0
...............................
0
69Cynthia DorundoFormer President (i)
(ii)
175,212
...............................
0
205,000
...............................
0
112,668
...............................
0
10,145
...............................
0
18,055
...............................
0
521,080
...............................
0
15,966
...............................
0
70Sandy RaderBoard Member (i)
(ii)
201,367
...............................
0
119,000
...............................
0
1,392
...............................
0
18,748
...............................
0
19,237
...............................
0
359,744
...............................
0
377
...............................
0
71Christopher StockhausenTreasurer and CFO (i)
(ii)
128,087
...............................
0
65,000
...............................
0
582
...............................
0
11,550
...............................
0
7,149
...............................
0
212,368
...............................
0
0
...............................
0
72Merle TaylorFormer Board Secretary (i)
(ii)
146,473
...............................
0
55,000
...............................
0
302
...............................
0
7,108
...............................
0
16,260
...............................
0
225,143
...............................
0
0
...............................
0
73William CookBoard Member and President (i)
(ii)
395,187
...............................
0
310,000
...............................
0
17,280
...............................
0
66,518
...............................
0
22,968
...............................
0
811,953
...............................
0
16,275
...............................
0
74John McKeating MDBoard Member (i)
(ii)
355,510
...............................
0
43,772
...............................
0
3,395
...............................
0
13,000
...............................
0
17,897
...............................
0
433,574
...............................
0
0
...............................
0
75Randall BoggessBoard Member (i)
(ii)
352,172
...............................
0
42,171
...............................
0
4,600
...............................
0
10,400
...............................
0
16,129
...............................
0
425,472
...............................
0
0
...............................
0
76David GibbonsBoard Member and President (i)
(ii)
314,308
...............................
0
205,000
...............................
0
11,379
...............................
0
49,811
...............................
0
7,595
...............................
0
588,093
...............................
0
9,741
...............................
0
77David McCandless MDBoard Member (i)
(ii)
260,665
...............................
0
29,601
...............................
0
3,629
...............................
0
16,400
...............................
0
14,795
...............................
0
325,090
...............................
0
0
...............................
0
78Roger McCauleyFormer Treasurer and CFO (i)
(ii)
0
...............................
48,874
0
...............................
0
133,224
...............................
404
4,000
...............................
0
767
...............................
5,727
137,991
...............................
55,005
0
...............................
0
79Jason RoebackFormer Board Member and Presid (i)
(ii)
269,949
...............................
0
118,319
...............................
0
103,951
...............................
0
15,122
...............................
0
14,284
...............................
0
521,625
...............................
0
17,377
...............................
0
80William Shaffner EsqBoard Member (i)
(ii)
182,596
...............................
0
89,000
...............................
0
21,001
...............................
0
34,562
...............................
0
20,172
...............................
0
347,331
...............................
0
0
...............................
0
81James W Boyle MDBoard Member (i)
(ii)
332,261
...............................
0
26,792
...............................
0
3,262
...............................
0
18,200
...............................
0
18,955
...............................
0
399,470
...............................
0
0
...............................
0
82Eric CartwrightBoard Member (i)
(ii)
260,150
...............................
0
180,000
...............................
0
30,429
...............................
0
63,514
...............................
0
21,586
...............................
0
555,679
...............................
0
25,557
...............................
0
83David T MartinPresident (i)
(ii)
442,534
...............................
0
410,000
...............................
0
71,802
...............................
0
84,536
...............................
0
22,439
...............................
0
1,031,311
...............................
0
65,225
...............................
0
84Daniel R Sullivan MDBoard First Vice Chair (i)
(ii)
290,000
...............................
0
63,000
...............................
0
59,859
...............................
0
20,800
...............................
0
1,962
...............................
0
435,621
...............................
0
0
...............................
0
85Donna JaskoFormer Board Member and Secre (i)
(ii)
81,317
...............................
0
40,000
...............................
0
80,403
...............................
0
7,251
...............................
0
10,119
...............................
0
219,090
...............................
0
0
...............................
0
86John InnocentiPresident (i)
(ii)
457,108
...............................
0
545,000
...............................
0
82,817
...............................
0
118,500
...............................
0
19,787
...............................
0
1,223,212
...............................
0
73,425
...............................
0
87Franziska Jovin MDBoard Member (i)
(ii)
250,366
...............................
0
53,422
...............................
0
749
...............................
0
17,390
...............................
0
17,359
...............................
0
339,286
...............................
0
0
...............................
0
88Edward T KarlovichCFO Academic Comm Hospitals (i)
(ii)
369,512
...............................
0
595,000
...............................
0
119,276
...............................
0
103,031
...............................
0
20,394
...............................
0
1,207,213
...............................
0
66,563
...............................
0
89Eileen SimmonsChief Financial Officer (i)
(ii)
219,834
...............................
0
150,000
...............................
0
3,533
...............................
0
22,589
...............................
0
10,652
...............................
0
406,608
...............................
0
2,813
...............................
0
90Dennis Scully MDBoard Member (i)
(ii)
230,032
...............................
0
66,342
...............................
0
6,335
...............................
0
16,400
...............................
0
14,551
...............................
0
333,660
...............................
0
0
...............................
0
91Ajaipal Kang MDBoard Member (i)
(ii)
851,304
...............................
0
736,304
...............................
0
1,873
...............................
0
18,200
...............................
0
25,560
...............................
0
1,633,241
...............................
0
0
...............................
0
92Nathan Moore MDBoard Member (i)
(ii)
231,988
...............................
0
58,737
...............................
0
19,818
...............................
0
18,077
...............................
0
19,884
...............................
0
348,504
...............................
0
0
...............................
0
93Lynn RuppPresident (i)
(ii)
183,491
...............................
0
70,000
...............................
0
576
...............................
0
14,429
...............................
0
9,009
...............................
0
277,505
...............................
0
0
...............................
0
94Brad DingerTreasurer and CFO (i)
(ii)
147,057
...............................
0
19,000
...............................
0
265
...............................
0
11,717
...............................
0
14,647
...............................
0
192,686
...............................
0
0
...............................
0
95John R CarrollAsst Sec and VP Admin (i)
(ii)
145,312
...............................
0
35,000
...............................
0
2,922
...............................
0
27,297
...............................
0
20,156
...............................
0
230,687
...............................
0
0
...............................
0
96Alexander J Ciocca EsqBoard Secretary (i)
(ii)
186,348
...............................
0
134,000
...............................
0
15,635
...............................
0
32,694
...............................
0
16,841
...............................
0
385,518
...............................
0
13,011
...............................
0
97Edward J Donnelly III MDBoard Member (i)
(ii)
283,303
...............................
0
0
...............................
0
7,974
...............................
0
20,800
...............................
0
14,555
...............................
0
326,632
...............................
0
0
...............................
0
98Sandra McAnallenBoard Member (i)
(ii)
0
...............................
344,692
0
...............................
310,000
0
...............................
24,770
0
...............................
65,012
0
...............................
12,398
0
...............................
756,872
0
...............................
15,488
99Thomas NewmanAsst Treasurer and CFO (i)
(ii)
167,750
...............................
0
122,287
...............................
0
940
...............................
0
16,450
...............................
0
19,453
...............................
0
326,880
...............................
0
0
...............................
0
100David PattonPresident (i)
(ii)
208,080
...............................
0
130,000
...............................
0
540
...............................
0
33,363
...............................
0
14,933
...............................
0
386,916
...............................
0
0
...............................
0
101Valerie C TrottBoard Member (i)
(ii)
214,305
...............................
0
150,000
...............................
0
8,906
...............................
0
32,193
...............................
0
2,938
...............................
0
408,342
...............................
0
7,961
...............................
0
102Nanci CaseBoard Vice Chair (i)
(ii)
0
...............................
177,536
0
...............................
71,000
0
...............................
1,589
0
...............................
14,515
0
...............................
2,112
0
...............................
266,752
0
...............................
0
103Rich BondiTreasurer and CFO (i)
(ii)
150,135
...............................
0
57,000
...............................
0
309
...............................
0
12,729
...............................
0
16,041
...............................
0
236,214
...............................
0
0
...............................
0
104Stanley Marks MDBoard Chair (i)
(ii)
1,127,371
...............................
930,805
170,000
...............................
0
91,827
...............................
0
247,824
...............................
0
17,911
...............................
0
1,654,933
...............................
930,805
70,713
...............................
0
105Louis AlarconBoard Member and Medical Direc (i)
(ii)
248,656
...............................
0
170,829
...............................
0
55,454
...............................
0
18,200
...............................
0
4,445
...............................
0
497,584
...............................
0
0
...............................
0
106Derek Angus MDBoard Member and Dept Chair (i)
(ii)
365,000
...............................
0
164,909
...............................
0
2,665
...............................
0
20,800
...............................
0
3,503
...............................
0
556,877
...............................
0
0
...............................
0
107K Ty Bae MDBoard Member and Dept Chair (i)
(ii)
362,763
...............................
0
223,720
...............................
0
23,216
...............................
0
18,206
...............................
0
4,663
...............................
0
632,568
...............................
0
0
...............................
0
108Timothy Robert Billiar MDBoard Secretary and Dept Chair (i)
(ii)
448,555
...............................
0
315,564
...............................
0
25,199
...............................
0
29,438
...............................
0
6,580
...............................
0
825,336
...............................
0
0
...............................
0
109Michael Boninger MDBoard Member and Dept Chair (i)
(ii)
156,156
...............................
0
125,000
...............................
0
18,914
...............................
0
31,144
...............................
0
2,856
...............................
0
334,070
...............................
0
0
...............................
0
110Gregory Bump MdBoard Member (i)
(ii)
127,344
...............................
0
50,504
...............................
0
53,016
...............................
0
12,546
...............................
0
2,426
...............................
0
245,836
...............................
0
0
...............................
0
111Robert P EdwardsBoard Member (i)
(ii)
336,166
...............................
0
140,000
...............................
0
5,090
...............................
0
18,200
...............................
0
4,443
...............................
0
503,899
...............................
0
0
...............................
0
112Ann EvansChief Financial Officer (i)
(ii)
294,734
...............................
0
306,000
...............................
0
13,757
...............................
0
62,123
...............................
0
18,863
...............................
0
695,477
...............................
0
12,950
...............................
0
113Louis D Falo Jr MDBoard Member and Dept Chair (i)
(ii)
239,874
...............................
0
225,000
...............................
0
4,218
...............................
0
34,786
...............................
0
2,374
...............................
0
506,252
...............................
0
0
...............................
0
114Robert M Friedlander MDBoard Member and Dept Chair (i)
(ii)
1,232,022
...............................
0
148,000
...............................
0
20,394
...............................
0
26,334
...............................
0
7,255
...............................
0
1,434,005
...............................
0
0
...............................
0
115Freddie H Fu MDBoard Member and Dept Chair (i)
(ii)
1,311,620
...............................
0
244,580
...............................
0
32,695
...............................
0
32,235
...............................
0
5,762
...............................
0
1,626,892
...............................
0
0
...............................
0
116Joel S Greenberger MDBoard Member and Dept Chair (i)
(ii)
272,500
...............................
0
212,591
...............................
0
30,881
...............................
0
43,813
...............................
0
2,370
...............................
0
562,155
...............................
0
0
...............................
0
117W Allen Hogge MDBoard Member and Dept Chair (i)
(ii)
342,534
...............................
0
179,108
...............................
0
32,435
...............................
0
31,686
...............................
0
4,218
...............................
0
589,981
...............................
0
0
...............................
0
118Jonas T Johnson MDBoard Member/Dept Chair/Treas (i)
(ii)
525,000
...............................
0
301,500
...............................
0
22,654
...............................
0
20,800
...............................
0
5,080
...............................
0
875,034
...............................
0
0
...............................
0
119James Kang MDBoard Member and Dept Chair (i)
(ii)
1,331,480
...............................
0
465,188
...............................
0
5,548
...............................
0
20,800
...............................
0
7,148
...............................
0
1,830,164
...............................
0
0
...............................
0
120Joon Sup Lee MDBoard Member and Dept Chair (i)
(ii)
864,328
...............................
25,000
125,000
...............................
0
57,333
...............................
0
20,819
...............................
0
6,261
...............................
0
1,073,741
...............................
25,000
0
...............................
0
121David A Lewis MDBoard Member and Dept Chair (i)
(ii)
316,235
...............................
0
210,273
...............................
0
25,206
...............................
0
25,098
...............................
0
3,743
...............................
0
580,555
...............................
0
0
...............................
0
122James D Luketich MDBoard Member and Dept Chair (i)
(ii)
2,161,500
...............................
0
250,000
...............................
0
33,419
...............................
0
31,093
...............................
0
5,771
...............................
0
2,481,783
...............................
0
0
...............................
0
123George MazariegosBoard Member (i)
(ii)
254,986
...............................
0
0
...............................
0
1,564
...............................
0
20,800
...............................
0
3,012
...............................
0
280,362
...............................
0
0
...............................
0
124George K Michalopoulos MDBoard Member and Dept Chair (i)
(ii)
280,172
...............................
0
175,955
...............................
0
31,019
...............................
0
23,924
...............................
0
2,933
...............................
0
514,003
...............................
0
0
...............................
0
125Victor Morell MDBoard Member (i)
(ii)
1,737,960
...............................
0
156,182
...............................
0
57,112
...............................
0
18,200
...............................
0
7,811
...............................
0
1,977,265
...............................
0
0
...............................
0
126Joel B Nelson MDBoard Member and Dept Chair (i)
(ii)
566,200
...............................
0
287,108
...............................
0
21,131
...............................
0
49,850
...............................
0
5,281
...............................
0
929,570
...............................
0
0
...............................
0
127Stephanie NicholasBoard Member (i)
(ii)
318,911
...............................
0
72,674
...............................
0
1,918
...............................
0
18,200
...............................
0
19,939
...............................
0
431,642
...............................
0
0
...............................
0
128Michael Ost MDBoard Member (i)
(ii)
423,000
...............................
0
71,090
...............................
0
67,120
...............................
0
18,200
...............................
0
3,776
...............................
0
583,186
...............................
0
0
...............................
0
129Charissa Pacella MDBoard Member (i)
(ii)
237,976
...............................
0
53,916
...............................
0
52,154
...............................
0
18,200
...............................
0
1,655
...............................
0
363,901
...............................
0
0
...............................
0
130David Hirsch Perlmutter MDBoard Member and Dept Chair (i)
(ii)
345,460
...............................
0
145,675
...............................
0
24,913
...............................
0
31,525
...............................
0
5,443
...............................
0
553,016
...............................
0
0
...............................
0
131John J Reilly MDBoard Member and Dept Chair (i)
(ii)
373,602
...............................
0
121,000
...............................
0
22,534
...............................
0
22,795
...............................
0
3,443
...............................
0
543,374
...............................
0
0
...............................
0
132Joshua T Rubin MDBoard Member (i)
(ii)
173,056
...............................
0
30,372
...............................
0
57,927
...............................
0
16,382
...............................
0
2,523
...............................
0
280,260
...............................
0
0
...............................
0
133Joel S Schuman MDBoard Member and Dept Chair (i)
(ii)
345,988
...............................
0
219,545
...............................
0
22,173
...............................
0
23,537
...............................
0
5,288
...............................
0
616,531
...............................
0
0
...............................
0
134Hyagriv SimhanBoard Member (i)
(ii)
170,997
...............................
0
52,980
...............................
0
607
...............................
0
16,309
...............................
0
2,330
...............................
0
243,223
...............................
0
0
...............................
0
135Jeannette South-Paul MDBoard Member and Dept Chair (i)
(ii)
122,382
...............................
0
112,000
...............................
0
3,315
...............................
0
24,332
...............................
0
1,271
...............................
0
263,300
...............................
0
0
...............................
0
136Joe Suyama MDBoard Member (i)
(ii)
169,988
...............................
0
93,470
...............................
0
54,927
...............................
0
18,200
...............................
0
3,195
...............................
0
339,780
...............................
0
0
...............................
0
137Lawrence Wechsler MDBoard Member and Dept Chair (i)
(ii)
395,000
...............................
0
126,000
...............................
0
156,319
...............................
0
26,063
...............................
0
3,563
...............................
0
706,945
...............................
0
0
...............................
0
138Adam Yates MDBoard Member (i)
(ii)
190,120
...............................
0
64,191
...............................
0
45,536
...............................
0
15,341
...............................
0
2,955
...............................
0
318,143
...............................
0
0
...............................
0
139Donald Yealy MDBoard Member and Dept Chair (i)
(ii)
368,302
...............................
0
85,118
...............................
0
22,136
...............................
0
28,093
...............................
0
3,250
...............................
0
506,899
...............................
0
0
...............................
0
140Robert GriffithChief Financial Officer (i)
(ii)
129,962
...............................
0
18,000
...............................
0
88
...............................
0
5,294
...............................
0
5,993
...............................
0
159,337
...............................
0
0
...............................
0
141Penny MilanovichPresident (i)
(ii)
190,176
...............................
0
63,000
...............................
0
4,601
...............................
0
16,771
...............................
0
6,010
...............................
0
280,558
...............................
0
0
...............................
0
142Charles BogostaEVP and Pres Intl and Comm Srv (i)
(ii)
444,268
...............................
0
761,765
...............................
0
62,714
...............................
0
317,601
...............................
0
26,867
...............................
0
1,613,215
...............................
0
56,577
...............................
0
143Elizabeth ConcordiaFormer Executive VP UPMC (i)
(ii)
432,133
...............................
0
1,539,500
...............................
0
21,832
...............................
0
84,340
...............................
0
12,780
...............................
0
2,090,585
...............................
0
17,500
...............................
0
144Robert A DeMichieiEVP and CFO (i)
(ii)
455,245
...............................
0
761,765
...............................
0
21,191
...............................
0
347,532
...............................
0
25,963
...............................
0
1,611,696
...............................
0
17,500
...............................
0
145Daniel DrawbaughEVP and CIO (i)
(ii)
393,272
...............................
0
736,149
...............................
0
347,062
...............................
0
78,676
...............................
0
16,823
...............................
0
1,571,982
...............................
0
115,026
...............................
0
146David FarnerEVP and Chief of Staff (i)
(ii)
555,210
...............................
0
1,051,997
...............................
0
112,250
...............................
0
430,760
...............................
0
26,525
...............................
0
2,176,742
...............................
0
108,682
...............................
0
147Patrick GallagherBoard Member (i)
(ii)
0
...............................
216,269
0
...............................
0
0
...............................
2,323
0
...............................
114,000
0
...............................
38,376
0
...............................
370,968
0
...............................
0
148C Talbot Heppenstall JrEVP and Treasurer (i)
(ii)
383,268
...............................
0
644,000
...............................
0
543,707
...............................
0
310,959
...............................
0
22,280
...............................
0
1,904,214
...............................
0
536,299
...............................
0
149Diane HolderExec VP, Pres UPMC Health Plan (i)
(ii)
0
...............................
615,173
0
...............................
1,215,213
0
...............................
31,327
0
...............................
587,824
0
...............................
14,054
0
...............................
2,463,591
0
...............................
17,500
150Michele P Jegasothy EsqSecretary (i)
(ii)
124,810
...............................
0
71,000
...............................
0
257
...............................
0
11,725
...............................
0
19,444
...............................
0
227,236
...............................
0
0
...............................
0
151Arthur S Levine MDBoard Member (i)
(ii)
0
...............................
863,301
0
...............................
186,000
0
...............................
66,945
0
...............................
31,200
0
...............................
14,614
0
...............................
1,162,060
0
...............................
0
152W Thomas McGoughEVP and Chief Legal Officer (i)
(ii)
595,404
...............................
0
890,500
...............................
0
178,611
...............................
0
282,881
...............................
0
20,013
...............................
0
1,967,409
...............................
0
166,176
...............................
0
153Mark A NordenbergBoard Member (i)
(ii)
0
...............................
571,421
0
...............................
0
0
...............................
296,080
0
...............................
69,090
0
...............................
58,713
0
...............................
995,304
0
...............................
0
154Gregory K PeasleeEVP Chief HR and Adm Srv Off (i)
(ii)
455,937
...............................
0
868,025
...............................
0
119,136
...............................
0
193,543
...............................
0
25,271
...............................
0
1,661,912
...............................
0
101,904
...............................
0
155Jeffrey A RomoffPresident and CEO (i)
(ii)
961,546
...............................
0
3,050,000
...............................
0
1,733,656
...............................
0
659,203
...............................
0
20,234
...............................
0
6,424,639
...............................
0
143,990
...............................
0
156Steven D Shapiro MDEVP and Chief Medical and Sc (i)
(ii)
414,248
...............................
166,223
850,000
...............................
0
71,041
...............................
23,000
544,541
...............................
0
7,312
...............................
20,242
1,887,142
...............................
209,465
63,905
...............................
0
157Marshall Webster MDSenior Vice President (i)
(ii)
304,179
...............................
94,902
723,650
...............................
0
104,618
...............................
23,000
178,904
...............................
0
5,954
...............................
17,731
1,317,305
...............................
135,633
77,578
...............................
0
158Ghassan Bejjani MDNeurosurgeon (i)
(ii)
1,794,378
...............................
0
473,540
...............................
0
3,528
...............................
0
18,200
...............................
0
22,733
...............................
0
2,312,379
...............................
0
0
...............................
0
159Christopher Schmidt MDOrthopaedic Surgeon (i)
(ii)
1,307,350
...............................
0
278,749
...............................
0
5,410
...............................
0
18,200
...............................
0
15,406
...............................
0
1,625,115
...............................
0
0
...............................
0
160Vinay Badhwar MDCardiothoraciac Surgeon (i)
(ii)
1,465,993
...............................
0
68,333
...............................
0
56,484
...............................
0
15,600
...............................
0
6,446
...............................
0
1,612,856
...............................
0
0
...............................
0
161Thomas Gleason MDCardiothoraciac Surgeon (i)
(ii)
1,479,325
...............................
0
66,667
...............................
0
58,809
...............................
0
18,200
...............................
0
6,436
...............................
0
1,629,437
...............................
0
0
...............................
0
162Robert Kaufmann MDOrthopaedic Surgeon (i)
(ii)
863,656
...............................
0
611,873
...............................
0
58,238
...............................
0
18,200
...............................
0
7,115
...............................
0
1,559,082
...............................
0
0
...............................
0
163Brian FritzFormer Board Treasurer/ CFO (i)
(ii)
132,457
...............................
0
54,000
...............................
0
244
...............................
0
10,202
...............................
0
17,551
...............................
0
214,454
...............................
0
0
...............................
0
164Deborah RedmondFormer Vice President (i)
(ii)
85,504
...............................
107,839
92,000
...............................
0
804
...............................
1,011
16,036
...............................
0
6,869
...............................
12,225
201,213
...............................
121,075
0
...............................
0
165Sandra DanoffFormer Sr VP Strat Planning (i)
(ii)
0
...............................
0
0
...............................
0
352,000
...............................
0
34,502
...............................
0
29
...............................
0
386,531
...............................
0
0
...............................
0
166Susan MammarellaFormer Officer (i)
(ii)
135,414
...............................
0
57,000
...............................
0
668
...............................
0
11,830
...............................
0
17,493
...............................
0
222,405
...............................
0
0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
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: CERTAIN PERSONS AS DISCLOSED WERE PROVIDED SEVERANCE OR SEPARATION PAYMENTS AS CONTRACTUALLY PROVIDED FOR OR AS PER UPMC COMPENSATION POLICY. 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 "RETIREMENT AND OTHER 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 CURRENT 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. QUESTION 8 & 9: CERTAIN EMPLOYMENT CONTRACTS MAY QUALIFY FOR THE INITIAL CONTRACT EXCEPTION UNDER IRC REGULATION 53.4958-4(A)(3). IF SO QUALIFIED THE REBUTTABLE PRESUMPTION PROCEDURES DESCRIBED IN IRC REGULATION 53.4958-6(C) WERE FOLLOWED.
Schedule J (Form 990) 2014

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 Erie County Hospital Authority
 
23-2302072 295200SZ3 04-11-2006 23,921,150 Hamot Series 2006 See Schedule O   X   X   X
B Erie County Hospital Authority
 
23-2302072 295200tc3 07-31-2007 30,141,552 Hamot Series 2007 See Schedule O   X   X   X
C Erie County Hospital Authority
 
23-2302072   05-06-2010 35,000,000 Hamot Series 2010ABC See Schedule   X   X   X
D Blair County General Authority
 
25-3700143   05-03-2012 2,200,000 HNA Series 2012   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 17,765,000  
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . . 25,307,118 31,252,910 35,000,000  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 2,155,587 0 0  
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . . 277,420 328,700 522,137  
8 Credit enhancement from proceeds . . . . . . . . . . . 535,160 500,770 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 22,338,951 30,423,440 10,527,255  
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 23,950,608  
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0  
13 Year of substantial completion . . . . . . . . . . . . 2010 2010 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) 2014
Schedule K (Form 990) 2014
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?                
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 1.000 % 0 % 0 %  
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 . . . . . . . . . . . . . 1.000 % 0 % 0 %  
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 %    
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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   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 "Yes" to 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) 2014
Schedule K (Form 990) 2014
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 . . . . . . . . . Ixis Funding Corp
 
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 SCHEDULE K PART I, DESCRIPTION OF PURPOSE, COLUMN (F) 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. 8/31/2010 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES. Series 2012 - Finance acquisition, development, refurbishment and equipping of a facility to house the administrative offices of the Home Nursing Agency Affiliates. Part IV - Line 2c $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  
Hamot 8/31/2010 Financing $776.16 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on January 4, 2016. This bond does not appear on Part 1, as it is below the threshold.
HNA Series 2012 N/A
Schedule K (Form 990) 2014

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 Erie County Hospital Authority
 
23-2302072 295200SZ3 04-11-2006 23,921,150 Hamot Series 2006 See Schedule O   X   X   X
B Erie County Hospital Authority
 
23-2302072 295200tc3 07-31-2007 30,141,552 Hamot Series 2007 See Schedule O   X   X   X
C Erie County Hospital Authority
 
23-2302072   05-06-2010 35,000,000 Hamot Series 2010ABC See Schedule   X   X   X
D Blair County General Authority
 
25-3700143   05-03-2012 2,200,000 HNA Series 2012   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 17,765,000  
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . . 25,307,118 31,252,910 35,000,000  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 2,155,587 0 0  
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . . 277,420 328,700 522,137  
8 Credit enhancement from proceeds . . . . . . . . . . . 535,160 500,770 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 22,338,951 30,423,440 10,527,255  
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 23,950,608  
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0  
13 Year of substantial completion . . . . . . . . . . . . 2010 2010 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) 2014
Schedule K (Form 990) 2014
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?                
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 1.000 % 0 % 0 %  
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 . . . . . . . . . . . . . 1.000 % 0 % 0 %  
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 %    
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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   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 "Yes" to 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) 2014
Schedule K (Form 990) 2014
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 . . . . . . . . . Ixis Funding Corp
 
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 SCHEDULE K PART I, DESCRIPTION OF PURPOSE, COLUMN (F) 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. 8/31/2010 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES. Series 2012 - Finance acquisition, development, refurbishment and equipping of a facility to house the administrative offices of the Home Nursing Agency Affiliates. Part IV - Line 2c $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  
Hamot 8/31/2010 Financing $776.16 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on January 4, 2016. This bond does not appear on Part 1, as it is below the threshold.
HNA Series 2012 N/A
Schedule K (Form 990) 2014

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.

SchKMediumBulletInformation about Schedule K (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 Erie County Hospital Authority
 
23-2302072 295200SZ3 04-11-2006 23,921,150 Hamot Series 2006 See Schedule O   X   X   X
B Erie County Hospital Authority
 
23-2302072 295200tc3 07-31-2007 30,141,552 Hamot Series 2007 See Schedule O   X   X   X
C Erie County Hospital Authority
 
23-2302072   05-06-2010 35,000,000 Hamot Series 2010ABC See Schedule   X   X   X
D Blair County General Authority
 
25-3700143   05-03-2012 2,200,000 HNA Series 2012   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . . 0 0 17,765,000  
2 Amount of bonds legally defeased . . . . . . . . . . . 0 0 0  
3 Total proceeds of issue . . . . . . . . . . . . . . 25,307,118 31,252,910 35,000,000  
4 Gross proceeds in reserve funds . . . . . . . . . . . . 2,155,587 0 0  
5 Capitalized interest from proceeds . . . . . . . . . . . 0 0 0  
6 Proceeds in refunding escrows . . . . . . . . . . . . 0 0 0  
7 Issuance costs from proceeds . . . . . . . . . . . . 277,420 328,700 522,137  
8 Credit enhancement from proceeds . . . . . . . . . . . 535,160 500,770 0  
9 Working capital expenditures from proceeds . . . . . . . . . 0 0 0  
10 Capital expenditures from proceeds . . . . . . . . . . . 22,338,951 30,423,440 10,527,255  
11 Other spent proceeds . . . . . . . . . . . . . . 0 0 23,950,608  
12 Other unspent proceeds . . . . . . . . . . . . . . 0 0 0  
13 Year of substantial completion . . . . . . . . . . . . 2010 2010 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) 2014
Schedule K (Form 990) 2014
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?                
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 1.000 % 0 % 0 %  
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 . . . . . . . . . . . . . 1.000 % 0 % 0 %  
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 %    
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, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? . .   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 "Yes" to 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) 2014
Schedule K (Form 990) 2014
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 . . . . . . . . . Ixis Funding Corp
 
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 SCHEDULE K PART I, DESCRIPTION OF PURPOSE, COLUMN (F) 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. 8/31/2010 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES. Series 2012 - Finance acquisition, development, refurbishment and equipping of a facility to house the administrative offices of the Home Nursing Agency Affiliates. Part IV - Line 2c $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  
Hamot 8/31/2010 Financing $776.16 was earned in the construction fund during construction and spent according to the purpose of the bonds. Rebate computation performed on January 4, 2016. This bond does not appear on Part 1, as it is below the threshold.
HNA Series 2012 N/A
Schedule K (Form 990) 2014

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.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
Name of the organization
UPMC GROUP
 
Employer identification number

20-8295721
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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 Benefiting 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) 2014
Schedule L (Form 990 or 990-EZ) 2014
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 154,436 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 434,943 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 299,748 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 19,761 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 54,369 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 63,391 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO A: NAME OF INTERESTED PERSON Ann Tredway B: RELATIONSHIP BETWEEN INTERESTED Family member of PERSON AND THE ORGANIZATION UPMC Hamot Board member Mary Bula C: AMOUNT OF TRANSACTION 146,853 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 Former UPMC Northwest Key Employee Roger McCauley C: AMOUNT OF TRANSACTION 41,032 D: DESCRIPTION OF TRANSACTION compensation E: SHARING OF ORGANIZATIONS REVENUES NO E: SHARING OF ORGANIZATIONS REVENUES NO
Schedule L (Form 990 or 990-EZ) 2014

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
2014
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 41,183 Fair Market Value
5 Clothing and household
goods .......
X 78,606 Fair Market Value
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 3 121,354 Fair Market Value
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 34 12,050 Fair Market Value
19 Food inventory ... X 4 7,660 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 1 889,372 Fair Market Value
26 Other Right pointing arrow large image ( Entertainment ) X 6 1,774 Fair Market Value
27 Other Right pointing arrow large image ( Admission Tickets ) X 25 17,105 Fair Market Value
28 Other Right pointing arrow large image ( Accommodations ) X 13 9,780 Fair Market Value
Other Right pointing arrow large image ( Gift Certificates ) X 29 3,481 Fair Market Value
Other Right pointing arrow large image ( Sport Events ) X 2 12,000 Fair Market Value
Other Right pointing arrow large image ( Discount Printing ) X 1 1,500 Fair Market Value
Other Right pointing arrow large image ( Rental Items ) X 1 1,480 Fair Market Value
Other Right pointing arrow large image ( Miscellaneous ) X 30 175,488 Fair Market Value
Other Right pointing arrow large image ( Toys ) X 1 200,455 Fair Market Value
Other Right pointing arrow large image ( Advertising ) X 1 36,550 Fair Market Value
Other Right pointing arrow large image ( Gift Baskets ) X 9 2,580 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) (2014)
Schedule M (Form 990) (2014)
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) (2014)
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 990-EZ 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
2014
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 CALENDAR YEAR 2014 OF 60,600 IS REPRESENTATIVE OF THE SUM OF ALL INDIVIDUALS EMPLOYED BY EACH OF THE 42 SEPARATE AND DISTINCT LEGAL ENTITIES THAT ARE SUBSIDIARIES OF UPMC AND ARE INCLUDED IN THE GROUP RETURN. PART I, LINE 8 CONTRIBUTIONS, GRANTS AND SIMILAR AMOUNTS RECEIVED: Pursuant to Treasury regulation Section 1.6033-2(D)(5) the sponsoring entity of UPMC Group, UPMC, has elected to report information about contributions, grants and similar amounts received; information about officers, directors, trustees, and key employees; certain other highly paid employees; certain independent contractors on a consolidated basis along with all members of the UPMC Group return.
Part III Statement of Program Service Accomplishments UPMC Group - EIN 20-8295721 UPMC Group reflects the composite information and operations of forty two (42) tax exempt entities, including 12 hospital entities, 10 physician service entities, 3 skilled nursing facilities, and 17 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, 2015, the entities within UPMC Group admitted 190,508 inpatients, recorded 1,118,778 inpatient days, 634,175 emergency room visits, 169,472 surgeries, and 626 transplants. They provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at cost, of approximately $616,000,000. 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 $177,000,000. UPMC Group also provided funding for research and health professions education in excess of $337,000,000. The twelve 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, and UPMC Hamot. 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 (including UPMC Montefiore) 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 Shadyside provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of approximately $254,000,000. 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 $51,000,000. UPMC Presbyterian Shadyside funded research and health professions education at an estimated cost of $138,000,000. UPMC Presbyterian reached the community through many educational presentations, video conferences, podcasts, health fairs at schools and neighborhood centers, free health 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, and free parking was provided to many organizations for their events. 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 $23,000,000. 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 $10,100,000. Children's supported unfunded research and health professions education at an estimated cost of $40,000,000 during fiscal year 2015. 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 participated in heart, diabetes, and organ transplant camps. These camps provided children with medical conditions the opportunity to participate in various activities and to connect with children with similar conditions. 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, cancer treatment, neurology, and urology. Re
Part III Statement of Program Service Accomplishments Continued UPP includes 2,348 academic physicians and allied health care providers. The physicians' specialties include: anesthesiology, critical care medicine, cardiovascular services, urology, physical medicine and rehabilitation, emergency medicine, family medicine, pathology, psychiatry, radiology, radiation oncology, internal medicine, orthopaedics, neurology, neurosurgery, pediatrics, obstetrics and gynecology, surgery, dermatology, ophthalmology, otolaryngology, and heart, lung and esophageal surgery, as well as sub specialties within each of these broad categories. UPP physicians are also members of the faculty of the University of Pittsburgh's School of Medicine. As faculty, they educate medical students and doctors in training. In addition to clinical patient care and resident education, many UPP physicians are involved in cutting-edge medical research. One of the primary exempt purposes and missions of UPP is to provide quality and accessible medical care to the public, without regard for a patient's ability to pay. This commitment is evidenced by the fact that UPP provided charity care and other uncompensated care, at a cost of over $29,000,000 in the fiscal year ended June 30, 2015. UPP serves to enhance the quality health care services of all of the tertiary and advanced care entities, as well as academic subsidiaries and affiliates of UPMC. As part of this mission, UPP also serves the community by providing free services and programs. Throughout the year UPP offered lipid, blood pressure, and BMI screenings, and provided educational information on bariatric surgery, nutrition, cancer, and obesity. The homeless, working poor, transiently housed, and uninsured are provided health care services at no charge through the Program for Health Care to Underserved Populations. This includes volunteer-staffed basic care clinics that offer services that include general primary care, acute care, chronic disease management, specialty care, and behavioral health services, as well as free pharmaceuticals/pharmaceutical assistance programs and health education. These clinics are staffed by volunteer physicians and pharmacists. In total, UPP provided community service programs and donations of $1,500,000 and funded approximately $87,000,000 in medical education and research in the fiscal year ended June 30, 2015. It is the mission of UPMC Community Medicine, Inc. (CMI) to provide high-quality and accessible patient care through primary care physicians and other physician/medical specialties at UPMC and its affiliated hospitals and health care entities. The creation of CMI as a multi-specialty physician/practice plan has made obtaining medical care easier, more efficient, and more effective for patients. The vast array of medical physicians and specialists are easily and readily accessible to virtually all patients within CMI's service areas which include western Pennsylvania and the tri-state area. The physicians' specialties available within CMI include: family medicine, internal medicine, geriatrics, orthopaedics, neurosurgery, pediatrics, obstetrics/gynecology, surgery, ophthalmology, neurology, rheumatology, endocrinology, and pulmonology. One of the primary missions of CMI is to provide accessible, quality medical care to the public, without regard for a patient's ability to pay. This commitment is evidenced by the fact that CMI provided charity care or other uncompensated care and community services, at a cost of $3,900,000 in the fiscal year ended June 30, 2015. CMI also serves to enhance the quality of health care services provided by the hospitals and other healthcare subsidiaries and affiliates of UPMC. CMI provides charitable contributions and subsidized health services to the community at a cost of over $61,000,000. As a part of its mission, CMI physicians and staff provide services to the community through various programs which are targeted to patients, patients' families, and the community at large 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, 2015, as well as $3,200,000 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 $6,000,000 in the fiscal year ended June 30, 2015. 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
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 required UPMC Group subordinates. However, these numbers do not include ex-officio or other board members who are not entitled to vote on board matters or members of boards that are advisory in nature and subject to the authority of the UPMC parent board for material board decisions. Although the composite numbers for the UPMC Group do not reflect majority board independence, all of these boards are ultimately subordinate to the UPMC parent board. THE UPMC PARENT BOARD HAS A MAJORITY OF MEMBERS THAT ARE INDEPENDENT (92%). 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. COMPENSATION DISCLOSED FOR PERSONS WHOSE ROLE IS LISTED AS BOARD MEMBER IS COMPENSATION FROM THE SAME OR RELATED ORGANIZATION FOR AN OPERATIONAL ROLE AND NOT FOR THE DISCLOSED PERSON'S ROLE AS A BOARD MEMBER. ALL BOARD POSITIONS FOR ALL GROUP ENTITIES ARE VOLUNTARY AND UNPAID. The total hours disclosed in Part VII relates to the position for which the person is disclosed except in the case where the person is also employed by the same distinct entity. In such case, the hours reflect average hours spent in their operational role. For purposes of disclosure average hours per week for a full time person is listed as 40 hours, however, in almost all cases, this is a conservative estimate and most work hours in excess of 40 per week.
Part XI Reconciliation of Net Assets Net Transfers to Exempt Parent -113,775,790 Net Restricted/SPF Activity 6,072,920 Other Increases/Decreases in Fund Balance 489,300 Partnership/JV Investments -16,833,477 Currency Adjustments -3,864,335 Change in Beneficial Interest -6,415,329 Transfers to Exempt Affiliates -5,520,891 Addition of Group Members 26,198,982 TOTAL -113,648,620
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) 2014

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
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2014
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 44,779,141 28,225,991 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) 9 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) PITTSBURGH CARE PARTNERSHIP INC
600 GRANT STREET

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

PITTSBURGH,PA15219
45-2178782
RESEARCH PA 501(C)(3) 7 UPMC
 
Yes
 
(9) SHADYSIDE HOSPITAL FOUNDATION
532 SOUTH AIKEN AVENUE

PITTSBURGH,PA15232
25-1290546
FOUNDATION PA 501(C)(3) 11(C)III UPMC PRESBY
 
Yes
 
(10) PASSAVANT HOSPITAL FOUNDATION
9100 BABCOCK BLVD

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

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

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

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

PITTSBURGH,PA15219
25-1462311
FOUNDATION PA 501(C)(3) 7 NA
 
 
No
(15) KANE COMMUNITY HOSPITAL
4372 ROUTE 6

KANE,PA16735
25-0998168
HOSPITAL PA 501(C)(3) 3 UPMC HAMOT
 
 
No
(16) Great Lakes Physician Practice
600 Grant Street 58th Floor

Pittsburgh,PA15219
46-4186362
Physicians NY 501(C)(3) 3 RHS
 
Yes
 
(17) Hamot Health Foundation
302 French St

Erie,PA16507
25-1400999
Foundation PA 501(C)(3) 11(B)II UPMC HAMOT
 
Yes
 
(18) Safe Harbor Behavioral Health of UPMC Ha
1330 w 26th st

erie,PA16508
25-1317492
behavioral PA 501(c)(3) 7 upmc hamot
 
Yes
 
(19) upmc multispecialty group inc
9104 babcock blvd ste 2120

pittsburgh,PA15237
47-1869395
healthcare PA 501(C)(3) 3 upmc
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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 894,605 0   No 0 Yes   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 2,730,911 9,327,806   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      
(6) LIFE HOME CARE LP

600 GRANT STREET
PITTSBURGH,PA15219
25-1847839
HOMECARE PA UPMC COMM PROV
 
RELATED 0 0   No 0 Yes   100.000 %
(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 18,448,892 29,563,297   No 0 Yes   94.986 %
(9) LIFE Care Home SERVCS NORTHWESTERN PENN

1647 SASSAFRAS STREET
ERIE,PA16501
25-1536879
HOME HEALTH S PA HAMOT
 
RELATED 3,810,661 7,130,567   No 0 Yes   100.000 %
(10) HAMOT-KCH REAL ESTATE VENTURE

300 STATE STREET
ERIE,PA16501
26-3691782
MEDICAL OFFIC PA HAMOT
 
RELATED 2,599 238,567   No 0 Yes   51.000 %
(11) HAMOT SURGERY CENTER LLC

200 STATE STREET
ERIE,PA16507
25-1863661
AMBULATORY SU PA HAMOT
 
RELATED 1,830,100 3,567,969   No 0     51.000 %
(12) EPN-Hamot Urgent Care LLC

600 Grant Street
Pittsburgh,PA15219
27-2147949
Urgent Care PA ERIE PHYSNETWO
 
RELATED 155,516 3,707,578   No 0     100.000 %
(13) MOUNTAIN VIEW MEDICAL ONCOLOGY

600 GRANT STREET 58TH FLOOR
PITTSBURGH,PA15219
46-1449241
HEALTHCARE PA UPMC MCKEESPORT
 
RELATED 39,909 0   No 0 Yes   51.000 %
(14) VIA ONCOLOGY LLC

5750 CENTRE AVENUE STE 500
PITTSBURGH,PA15206
37-1754667
ONCOLOGY PATHWAYS PA UNPGHCN SRVCS
 
RELATED -751,786 1,199,996   No 0     66.800 %
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 1,687,317 257,557 78.570 % Yes  
(2) CHILDREN'S COMMUNITY CARE

600 GRANT STREET
PITTSBURGH,PA15219
25-1781887
PEDIATRIC SVC PA UPMC CHP
 
C 97,479,684 9,632,321 100.000 % Yes  
(3) UPMC CANCER CENTERS IRELAND LIMITED

6TH FLOOR BEACON HOSPITAL
SANDYFORD   DUBLIN 18
EI
CANCER TREATM EI na
 
C 0 0 100.000 % Yes  
(4) upmc physician services holding company

600 GRANT STREET
PITTSBURGH,PA15219
25-1877017
HOLDING CO PA na
 
C         No
(5) HEMATOLOGY ONCOLOGY ASSOC

600 GRANT STREET
PITTSBURGH,PA15219
42-1648357
HEALTHCARE PA na
 
C         No
(6) ONCOLOGY HEMATOLOGY ASSOC

600 GRANT STREET
PITTSBURGH,PA15219
25-1762980
HEALTHCARE PA na
 
C         No
(7) TRI-STATE NEUROSURGICAL ASSOCIATES

600 GRANT STREET
PITTSBURGH,PA15219
25-1458655
HEALTHCARE PA na
 
C         No
(8) RENAISSANCE FAMILY PRACTICE - UPMC INC

600 GRANT STREET
PITTSBURGH,PA15219
26-2942406
HEALTHCARE PA na
 
C         No
(9) UPMC HOLDING COMPANY INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1777713
HOLDING CORP PA na
 
C         No
(10) UPMC COVERAGE PRODUCTS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1777710
HOLDING CORP PA na
 
C         No
(11) FREEDOM INSURANCE COMPANY

600 GRANT STREET
PITTSBURGH,PA15219
03-0308944
INSURANCE VT na
 
C         No
(12) TRI-CENTURY INSURANCE CO

600 GRANT STREET
PITTSBURGH,PA15219
25-1500739
INSURANCE PA na
 
C         No
(13) UPMC DnA INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1883237
INSURANCE PA na
 
C         No
(14) UPMC HEALTH BENEFITS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1844144
HEALTH INSUR PA na
 
C         No
(15) UPMC HEALTH NETWORK INC

600 GRANT STREET
PITTSBURGH,PA15219
72-1527566
HEALTH INSUR PA na
 
C         No
(16) UPMC HEALTH PLAN INC

600 GRANT STREET
PITTSBURGH,PA15219
23-2813536
HEALTH INSUR PA na
 
c         No
(17) UPMC BENEFIT MANAGEMENT SERVICES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1769564
WORKERS' COMP PA na
 
C         No
(18) UPMC DIVERSIFIED SERVICES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1778454
HOLDING CORP PA na
 
C         No
(19) MONROEVILLE SPECIALTY CLINIC

600 GRANT STREET
PITTSBURGH,PA15219
25-1666087
HEALTHCARE PA na
 
C         No
(20) MEDICAL ARCHIVAL SYSTEMS INC

600 GRANT STREET
PITTSBURGH,PA15219
23-2912501
SOFTWARE DEVE DE na
 
C         No
(21) PRESBY HEALTH RESOURCE MGMT

600 GRANT STREET
PITTSBURGH,PA15219
25-1422155
HEALTHCARE PA na
 
C         No
(22) RX PARTNERS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1801966
RETAIL PHARM PA na
 
C         No
(23) BIOTRONICS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1843500
EQUIP MAINTEN PA na
 
C         No
(24) MEDICAL CENTER PROPERTIES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1796940
REAL ESTATE PA na
 
C         No
(25) ASKESIS DEVELOPMENT GROUP INC

600 GRANT STREET
PITTSBURGH,PA15219
54-1625585
SOFTWARE DEVE DE na
 
C         No
(26) PANTHER REINSURANCE COMPANY LTD

 
 
INSURANCE CJ na
 
C         No
(27) FORBES REINSURANCE COMPANY LTD

 
 
INSURANCE CJ na
 
C         No
(28) CATHEDRAL (RE) INSURANCE CO

 
 
INSURANCE CJ na
 
C         No
(29) UPMC INTERNATIONAL HEALTH INITIATIVES

600 GRANT STREET
PITTSBURGH,PA15219
84-1706741
INACTIVE PA na
 
C         No
(30) UPMC IRELAND LIMITED

6TH FLOOR BEACON HOSPITAL
SANDYFORD   DUBLIN 18
EI
HEALTHCARE SU EI na
 
C 0 5,242,681 100.000 % Yes  
(31) UPMC UNITED KINGDOM LTD

C/O NAIRCO 11TH FLOOR WHITEFRIARS
LEWINS MEAD,Bristol UKBS1 2NT
UK
98-0571026
SOFTWARE LICE UK na
 
C 998,082 881,146 100.000 % Yes  
(32) UPMC CYPRUS HOLDINGS LTD

JULIA HOUSE 3 THEMISTOCLES DERVIS
NICOSIA   CY 1066
CY
HEALTHCARE SU CY na
 
C 0 0 100.000 % Yes  
(33) UPMC CYPRUS LTD

JULIA HOUSE 3 THEMISTOCLES DERVIS
NICOSIA   CY 1066
CY
HEALTHCARE SU CY na
 
C 0 0 100.000 % Yes  
(34) BAYFRONT REGIONAL DEVELOPMENT CORP

300 STATE STREET
ERIE,PA16507
25-1401388
RE HOLDING CO PA Hamot
 
C 1,414,416 11,940,588 100.000 % Yes  
(35) BAYSIDE DEVELOPMENT CORP

300 STATE STREET
ERIE,PA16507
25-1401386
REAL ESTATE/P PA na
 
C 2,281,566 7,379,601 100.000 % Yes  
(36) UPMC Work Alliance Inc

600 Grant Street
Pittsburgh,PA15219
45-2825053
Insurance PA na
 
C         No
(37) UPMC CANADA TECHNOLOGIES LIMITED

600 GRANT STREET
PITTSBURGH,PA15219
SOFTWARE CA NA
 
C 2,591,719 2,965,675 100.000 % Yes  
(38) ALLIED ORTHOPEDICS APPLIANCES INC

335 E 3RD ST
JAMESTOWN,NY14701
16-1092951
MED APPLIANCE PA NA
 
C 0 0 100.000 % Yes  
(39) UPMC HEALTH COVERAGE INC

600 GRANT STREET 58TH FLOOR
PITTSBURGH,PA15219
46-2824537
INSURANCE PA NA
 
C         No
(40) UPMC HEALTH OPTIONS INC

600 GRANT STREET
PITTSBURGH,PA15219
46-2824626
INSURANCE PA NA
 
C         No
(41) UPMC Complete Care Inc

5215 Centre Avenue
Pittsburgh,PA15232
46-3605753
Healthcare PA N/A
C         No
(42) American Home Health Services

868 Corporate Way
Westlake,OH44145
31-1521422
Home Health C OH N/A
C 0 0 100.000 % Yes  
(43) health fidelity inc

210 s b st
san mateo,CA94401
45-2538963
technology svc CA na
 
c         No
(44) fluence health inc

6425 penn ave
pittsburgh,PA15206
47-2684174
software PA na
 
c         No
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
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
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
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 33,974,418 cost
(2) UPMC

K 14,148,817 cost
(3) UPMC

P 111,424,405 cost
(4) CHILDREN'S COMMUNITY CARE

O 1,347,863 cost
(5) CHILDREN'S COMMUNITY CARE

P 229,465 cost
(6) CHILDREN'S COMMUNITY CARE

Q 670,552 cost
(7) THE CENTER FOR BIOSECURITY OF UPMC INC

Q 174,352 cost
(8) STRATEGIC BUSINESS INITIATIVES LLC

Q 2,150,275 cost
(9) UNIVERSITY OF PGH CANCER INST CANCER SERVICES

Q 6,229,041 cost
(10) UNIVERSITY OF PITTSBURGH PHYSICIANS

Q 82,685,470 cost
(11) UPMC COMMUNITY PROVIDER SERVICES

Q 11,426,056 cost
(12) UPMC COMMUNITY MEDICINE INC

Q 17,889,237 cost
(13) UPMC EMERGENCY MEDICINES INC

Q 407,243 cost
(14) UPMC HORIZON

Q 10,785,729 cost
(15) UPMC BEDFORD

Q 7,482,283 cost
(16) UPMC NORTHWEST

Q 12,871,551 cost
(17) MAGEE WOMENS HOSPITAL OF UPMC

Q 177,649,199 cost
(18) UPMC PASSAVANT

Q 36,367,261 cost
(19) UPMC ST MARGARET

Q 23,924,571 cost
(20) CHILDREN'S HOSPITAL OF UPMC

Q 86,806,981 cost
(21) UPMC MCKEESPORT

Q 10,175,722 cost
(22) UPMC MERCY

Q 11,418,830 cost
(23) UPMC FOR YOU

Q 8,436,022 cost
(24) COMMUNITY CARE BEHAVIORAL HEALTH ORG

Q 6,796,703 cost
(25) UPMC HEALTH COVERAGE INC

Q 72,710 cost
(26) UPMC HAMOT

Q 31,393,264 cost
(27) UPMC HEALTH BENEITS INC

Q 365,271 cost
(28) UPMC BENEFIT MANAGEMENT SERVICES INC

Q 2,725,358 cost
(29) UPMC HEALTH PLAN INC

Q 5,305,232 cost
(30) UPMC HEALTH NETWORK INC

Q 413,440 cost
(31) CATHERDRAL REINSURANCE COMPANY LTD

Q 729,203 cost
(32) FORBES REINSURANCE COMPANY LTD

Q 590,307 cost
(33) PANTHER REINSURANCE COMPANY LTD

Q 156,258 cost
(34) TRI-CENTURY INSURANCE COMPANY

Q 260,430 cost
(35) MONROEVILLE SPECIALTY CLINIC INC

Q 376,644 cost
(36) TRI-STATE NEUROSURGICAL ASSOCIATES-UPMC INC

Q 316,973 cost
(37) UPMC HOLDING COMPANY INC

Q 8,337,614 cost
(38) RENAISSANCE FAMILY PRACTICE-UPMC INC

Q 1,016,499 cost
(39) UPMC EAST

Q 9,390,981 cost
(40) ERIE PHYSICIANS NETWORK-UPMC INC

Q 755,815 cost
(41) UPMC OVERSEAS

Q 1,698,612 cost
(42) ASKESIS DEVELOPMENT GROUP INC

Q 95,491 cost
(43) UPMC HEALTH OPTIONS INC

Q 4,779,695 cost
(44) DONAHUE & ALLEN CARDIOLOGY-UPMC INC

Q 246,491 cost
(45) CENTER FOR EMERGENCY MEDICINE

Q 255,179 cost
(46) UPMC COMPLETE CARE INC

Q 115,088 cost
(47) UPMC PRESBYTERIAN SHADYSIDE

P 583,073,081 cost
(48) MAGEE WOMENS HOSPITAL OF UPMC

R 58,386,760 ACTUAL
(49) UPMC PASSAVANT

C 8,901,947 ACTUAL
(50) UPMC NORTHWEST

C 3,069,891 ACTUAL
(51) UPMC PRESBYTERIAN SHADYSIDE

C 4,427,265 ACTUAL
(52) UPMC HAMOT

C 43,287,671 ACTUAL
(53) UNIVERSITY OF PGH CANCER INST CANCER SERVICES

C 6,337,545 ACTUAL
(54) UPMC ST MARGARET

C 7,749,830 ACTUAL
(55) CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC

C 1,595,693 ACTUAL
(56) UPMC HORIZON

C 2,904,878 ACTUAL
(57) UPMC MCKEESPORT

R 4,374,559 ACTUAL
(58) UPMC BRADDOCK

R 88,282 ACTUAL
(59) UPMC MERCY

R 7,575,533 ACTUAL
(60) UPMC EAST

C 5,903,957 ACTUAL
(61) UPMC BEDFORD

R 2,031,232 ACTUAL
(62) UPMC PRESBYTERIAN SHADYSIDE

K 12,492,638 COST
(63) CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC

K 8,740,597 COST
(64) MAGEE WOMENS HOSPITAL OF UPMC

K 2,156,458 COST
(65) UPMC ST MARGARET

K 1,616,138 COST
(66) UPMC PASSAVANT

K 4,478,027 COST
(67) UPMC HORIZON

K 830,277 COST
(68) UPMC MCKEESPORT

K 416,083 COST
(69) UPMC BEDFORD

K 120,511 COST
(70) UPMC MERCY

K 3,150,204 COST
(71) UNIVERSITY OF PGH CANCER INST CANCER SERVICES

K 86,580 COST
(72) UNIVERSITY OF PITTSBURGH PHYSICIANS

K 661,593 COST
(73) UPMC COMMUNITY MEDICINE INC

K 1,420,785 COST
(74) UPMC EMERGENCY MEDICINE INC

K 112,052 COST
(75) UPMC HAMOT

K 1,274,500 COST
(76) REGIONAL HEALTH SERVICES INC

K 369,758 COST
(77) UPMC BEDFORD

J 83,244 COST
(78) CENTER FOR EMERGENCY MEDICINE

J 110,556 COST
(79) CHILDREN'S COMMUNITY CARE

J 290,614 COST
(80) CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC

J 202,216 COST
(81) CORE NETWORK LLC

J 1,317,160 COST
(82) DONAHUE & ALLEN CARDIOLOGY-UPMC INC

J 70,651 COST
(83) UPMC EMERGENCY MEDICINE INC

J 69,325 COST
(84) UPMC HAMOT

J 118,706 COST
(85) THE HERITAGE SHADYSIDE

J 202,744 COST
(86) UPMC COMMUNITY PROVIDER SERVICES

J 418,535 COST
(87) COMMUNITY CARE BEHAVIORAL HEALTH ORG

J 89,065 COST
(88) UPMC HORIZON

J 125,732 COST
(89) MAGEE WOMENS HOSPITAL OF UPMC

J 4,318,710 COST
(90) UNIVERSITY OF PGH CANCER INST CANCER SERVICES

J 138,026 COST
(91) UPMC PRESBYTERIAN SHADYSIDE

J 1,415,368 COST
(92) REGIONAL HEALTH SERVICES INC

J 1,066,039 COST
(93) SENECA PLACE

J 168,700 COST
(94) SHADYSIDE MEDICAL CENTER ASSOCIATES

J 124,800 COST
(95) UNIVERSITY OF PITTSBURGH PHYSICIANS

J 20,133,173 COST
(96) UPMC COMMUNITY MEDICINE INC

J 4,766,677 COST
(97) TRI-STATE NEUROSURGICAL ASSOCIATES-UPMC INC

J 264,404 COST
(98) RENAISSANCE FAMILY PRACTICE-UPMC INC

J 95,169 COST
(99) CRANBERRY PLACE

J 2,182,848 COST
(100) UPMC ST MARGARET

J 61,420 COST
(101) HOME NURSING AGENCY AFFILIATES

A 1,904,709 COST
(102) HOME NURSING AGENCY COMMUNITY SERVICES

J 678,104 COST
(103) HOME NURSING AGENCY AND VISITING NURSE ASSOC

J 1,201,896 COST
(104) HOME NURSING AGENCY AFFILIATES

L 837,369 COST
(105) HOME NURSING AGENCY COMMUNITY SERVICES

M 270,577 COST
(106) HOME NURSING AGENCY AND VISITING NURSE ASSOC

M 566,792 COST
(107) HOME NURSING AGENCY FOUNDATION

C 106,354 ACTUAL
(108) HOME NURSING AGENCY AFFILIATES

B 106,354 ACTUAL
(109) HOME NURSING AGENCY AND VISITING NURSE ASSOC

L 145,472 COST
(110) HOME NURSING AGENCY FOUNDATION

M 145,472 COST
(111) HOME NURSING AGENCY AFFILIATES

P 161,029 COST
(112) HOME NURSING AGENCY AND VISITING NURSE ASSOC

Q 106,029 COST
(113) HOME NURSING AGENCY FOUNDATION

C 113,415 ACTUAL
(114) HOME NURSING AGENCY COMMUNITY SERVICES

B 113,415 ACTUAL
(115) QUALITY FIRST HEALTHCARE LLC

D 1,503,959 COST
(116) UPMC BEDFORD

P 108,224 COST
(117) HOME NURSING AGENCY AND VISITING NURSE ASSOC

Q 108,224 COST
(118) UPMC PRESBYTERIAN SHADYSIDE

P 51,776 COST
(119) HOME NURSING AGENCY AND VISITING NURSE ASSOC

Q 51,776 COST
(120) UPMC COMMUNITY PROVIDER SERVICES

P 51,776 COST
(121) HOME NURSING AGENCY AND VISITING NURSE ASSOC

Q 51,776 COST
(122) UPMC

C 23,139,702 ACTUAL
(123) CHILDRENS COMMUNITY CARE

F 445,000 COST
(124) UNIVERSITY OF PITTSBURGH PHYSICIANS

P 455,969,372 COST
(125) UPMC BEDFORD

Q 188,720 COST
(126) CENTER FOR EMERGENCY MEDICINE

Q 1,153,304 COST
(127) CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC

Q 64,413,659 COST
(128) UPMC EAST

Q 6,679,154 COST
(129) UPMC COMMUNITY PROVIDER SERVICES

Q 855,775 COST
(130) UPMC HORIZON

Q 6,140,118 COST
(131) MAGEE WOMENS HOSPITAL OF UPMC

Q 39,295,281 COST
(132) UPMC MCKEESPORT

Q 6,297,656 COST
(133) UPMC MERCY

Q 41,631,727 COST
(134) UPMC PASSAVANT

Q 19,797,446 COST
(135) UPMC NORTHWEST

Q 3,719,220 COST
(136) UNIVERSITY OF PGH CANCER INST CANCER SERVICES

Q 1,064,575 COST
(137) UPMC OVERSEAS

Q 95,000 COST
(138) UPMC PRESBYTERIAN SHADYSIDE

Q 243,564,503 COST
(139) UPMC HAMOT

Q 6,153,778 COST
(140) UPMC FOR YOU

Q 117,964 COST
(141) UPMC ST MARGARET

Q 12,377,555 COST
(142) UPMC HEALTH PLAN INC

Q 74,553 COST
(143) UPMC HEALTH OPTIONS INC

Q 67,255 COST
(144) STRATEGIC BUSINESS INITIATIVES LLC

Q 431,740 COST
(145) ONCOLOGY HEMATOLOGY ASSOCIATION

Q 1,545,014 COST
(146) SBI QUALIFYING SOLUTIONS LLC

Q 150,000 COST
(147) UPMC DIVERSIFIED SERVICES INC

Q 155,375 COST
(148) UPMC

Q 244,792 COST
(149) UPMC COMMUNITY MEDICINE INC

P 125,262,634 COST
(150) UPMC BEDFORD

Q 4,384,238 COST
(151) UPMC EAST

Q 4,436,745 COST
(152) UPMC HORIZON

Q 13,124,167 COST
(153) MAGEE WOMENS HOSPITAL OF UPMC

Q 4,163,118 COST
(154) UPMC MCKEESPORT

Q 6,092,068 COST
(155) UPMC MERCY

Q 7,173,773 COST
(156) UPMC PASSAVANT

Q 23,487,487 COST
(157) UPMC NORTHWEST

Q 8,197,182 COST
(158) UPMC PRESBYTERIAN SHADYSIDE

Q 27,894,770 COST
(159) UPMC ST MARGARET

Q 26,309,086 COST
(160) UPMC EMERGENCY MEDICINE INC

P 6,658,618 COST
(161) UPMC HORIZON

Q 2,825,747 COST
(162) UPMC MCKEESPORT

Q 1,638,639 COST
(163) UPMC NORTHWEST

Q 1,939,874 COST
(164) UPMC PRESBYTERIAN SHADYSIDE

Q 254,358 COST
(165) ERIE PHYSICIANS NETWORK-UPMC INC

P 4,554,549 COST
(166) UPMC HAMOT

Q 4,554,549 COST
(167) UPMC PRESBYTERIAN SHADYSIDE Q

Q 654,000 COST
(168) CENTER FOR EMERGENCY MEDICINE

P 654,000 COST
(169) CHILDRENS COMMUNITY CARE

P 512,976 COST
(170) UPMC HAMOT

Q 287,190 COST
(171) REGIONAL HEALTH SERVICES INC

Q 130,868 COST
(172) UPMC BEDFORD

Q 94,918 COST
(173) UPMC ST MARGARET

Q 180,000 COST
(174) UNIVERSITY OF PGH CANCER INST CANCER SERVICES

P 20,319,202 COST
(175) UPMC NORTHWEST

Q 679,862 COST
(176) UPMC PRESBYTERIAN SHADYSIDE

Q 19,639,340 COST
(177) UPMC BENEFIT MANAGEMENT SERVICES INC

Q 67,184 COST
(178) UPMC PRESBYTERIAN SHADYSIDE

P 67,184 COST
(179) MEDICAL ARCHIVAL SYSTEMS INC

P 280,254 COST
(180) UPMC PRESBYTERIAN SHADYSIDE

Q 280,254 COST
(181) SBI SOFTWARE SOLUTIONS LLC

P 1,546,505 COST
(182) UPMC PRESBYTERIAN SHADYSIDE

Q 1,546,505 COST
(183) UPMC

R 5,390,880 ACTUAL
(184) CHILDRENS HOSPITAL OF PITTSBURGH OF UPMC

P 1,366,110 COST
(185) UPMC HEALTH PLAN

Q 943,408 COST
(186) UNIVERSITY OF PITTSBURGH PHYSICIANS

Q 54,004 COST
(187) CHILDRENS COMMUNITY CARE

Q 368,698 COST
(188) UPMC OVERSEAS

P 3,766,163 COST
(189) UPMC ITALY SRL

Q 3,766,163 COST
(190) DONAHUE & ALLEN- UPMC INC

P 2,327,493 COST
(191) UPMC PRESBYTERIAN SHADYSIDE

Q 2,327,493 COST
(192) UNIVERSITY OF PGH CANCER INST CANCER SERVICES

P 5,346,170 COST
(193) CHILDRENS HOSPITAL OF PITTSBURGH OF UPMC

Q 132,571 COST
(194) UPMC EAST

Q 221,601 COST
(195) MAGEE WOMENS HOSPITAL OF UPMC

Q 542,865 COST
(196) UPMC MCKEESPORT

Q 265,142 COST
(197) UPMC PASSAVANT

Q 530,284 COST
(198) UPMC PRESBYTERIAN SHADYSIDE

Q 2,700,548 COST
(199) UPMC ST MARGARET

Q 422,875 COST
(200) UPMC

Q 530,284 COST
(201) UPMC PRESBYTERIAN SHADYSIDE

P 606,293 COST
(202) UPMC ST MARGARET

Q 293,841 COST
(203) UPMC PASSAVANT

Q 312,452 COST
(204) ONCOLOGY-HEMATOLOGY ASSOCIATION

P 250,000 COST
(205) UPMC HORIZON

Q 250,000 COST
(206) UPMC ST MARGARET

P 186,241 COST
(207) UNIVERSITY OF PITTSBURGH PHYSICIANS

Q 186,241 COST
(208) REGIONAL HEALTH SERVICES INC

Q 548,801 COST
(209) UNIVERSITY OF PITTSBURGH PHYSICIANS

P 548,801 COST
(210) REGIONAL HEALTH SERVICES INC

P 301,312 COST
(211) UPMC EMERGENCY MEDICINE INC

Q 150,806 COST
(212) UPMC NORTHWEST

Q 150,806 COST
(213) REGIONAL HEALTH SERVICES INC

P 3,375,250 COST
(214) UPMC HAMOT

Q 3,375,250 COST
(215) RX PARTNERS INC

P 1,979,627 COST
(216) BAYFRONT REGIONAL DEVELOPMENT CORPORATION

F 1,300,000 COST
(217) BAYFRONT REGIONAL DEVELOPMENT CORPORATION

P 128,238 COST
(218) BAYSIDE DEVELOPMENT CORPORATION

P 123,226 COST
(219) UPMC HAMOT

Q 251,464 COST
(220) UPMC COMMUNITY PROVIDER SERVICES

P 388,868 COST
(221) CHARTWELL

Q 66,174 COST
(222) CORE NETWORK LLC

Q 96,831 COST
(223) UPMC VISITING NURSES ASSOCIATION

Q 171,631 COST
(224) UPMC SENIOR LIVING CORPORATION

Q 54,232 COST
(225) HC PHARMACY CENTRAL INC

P 569,755,875 COST
(226) UPMC BEDFORD

Q 9,506,037 COST
(227) CHILDRENS HOSPITAL OF PITTSBURGH OF UPMC

Q 31,025,835 COST
(228) UPMC EAST

Q 10,622,519 COST
(229) UPMC HAMOT

Q 21,247,279 COST
(230) UPMC HORIZON

Q 20,239,768 COST
(231) MAGEE WOMENS HOSPITAL OF UPMC

Q 186,601,477 COST
(232) UPMC MCKEESPORT

Q 13,747,854 COST
(233) UPMC MERCY

Q 19,148,707 COST
(234) UPMC PASSAVANT

Q 21,543,664 COST
(235) UPMC NORTHWEST

Q 9,875,372 COST
(236) UPMC PRESBYTERIAN SHADYSIDE

Q 221,438,598 COST
(237) UPMC ST MARGARET

Q 4,758,765 COST
(238) UPMC PRESBYTERIAN SHADYSIDE

P 3,374,352 COST
(239) REGIONAL HEALTH SERVICES INC

Q 3,374,352 COST
(240) UPMC

C 23,139,702 ACTUAL
(241) UPMC

S 1,969,246 ACTUAL
(242) UPMC PRESBYTERIAN SHADYSIDE

P 8,000,808 COST
(243) STRATEGIC BUSINESS INITIATIVES LLC

Q 8,000,808 COST
(244) UPMC

B 208,330 ACTUAL
Schedule R (Form 990) 2014
Schedule R (Form 990) 2014
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) 2014
Schedule R (Form 990) 2014
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) 2014
Additional Data


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