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Upmc Somerset FY2021 filing

Tax-deductible

Pittsburgh, PA501(c)(3)Since 1921Hospitals EIN 25-0965570Revenue $84.2M in FY2021

On file with the IRSupmc.com600 Grant St FL 56, 15219-2730 · Pittsburgh, PATax-exempt since Jan 1983Supporting organization — 509(a)(3)

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Upmc Somerset is a not-for-profit community asset committed: to providing care to the sick and injured, preserving and sustaining life, and promoting health and well being; to the promotion and development of complementary programs and services, manpower and facilities; to the continuous improvement of quality, accessibility and continuity of patient care; to the welfare and livelihood of its employees; to ensuring the hospital's financial viability necessary to meet the healthcare needs of the community and region today and in the future.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$2.0M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $7.2M a year · 9% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.0M
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $9K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$27.5M
37% of total assets
Looks good: liabilities are 37% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 9 voting members
Worth a look: 4 of 9 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$84.2M
+9% vs prior year
Spent
$79.3M
To programs
85%
Net assets
$46.1M
By yearFY2020–FY2022
Revenue
$84.2M
FY2021▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$77.5M
FY2021$84.2M
FY2022$89.4M
Expenses
$79.3M
FY2021▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$69.6M
FY2021$79.3M
FY2022$80.7M
Net assets
$46.1M
FY2021▼ -19%
Tap a bar for its year
Net assets by fiscal year
FY2020$56.8M
FY2021$46.1M
FY2022$58.1M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2022) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2022. IRS ruling in Jan 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $67.0M Management & general 15% · $12.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $2.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Marco Cantini MD
Medical Director of Anesthesiology
$440,307Pt VII · Sec A
$416,323Pt VII · Sec A
$407,273Pt VII · Sec A
$345,099Pt VII · Sec A
$224,503Pt VII · Sec A
$189,221Pt VII · Sec A
David Martin
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2022FY2021FY2020
Marco Cantini MD$457,424$440,307$457,865
Charles Tullis MD$439,606$407,273$374,690
Mokbel Matta MD—$416,323$423,229
Andrew Rush$361,535$345,099$336,544
Anjaneyulu Karumundi MD——$226,998
Kelly Eaglehouse MD—$224,503—
Kelly Eaglehouse Crna$217,904——
Harold Ashcraft MD$212,927——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides high-quality medical care to the sick and injured while promoting community health, wellness, and accessible healthcare services throughout the region.

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Provided by the organization

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1 program · $67.0M · in their own filed words · FY2020
01

On february 1, 2019, upmc somerset affiliated with the upmc health system to become upmc somerset. Upmc's mission is to serve our community by providing outstanding patient care and to shape tomorrow's health system through clinical and technological innovation, research, and education.

$67.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
Community Foundation of Greater JohnstownFY2021$9K
Total grants receivedfrom 1 funder$9K

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$84.2M
Ln 12
Fees for servicesLn 2g$82.2M
Gifts and grantsLn 1h$903K
Other incomeLn 4–11$859K
Money outPt IX
$79.3M
Ln 25
Programscol B$67.0M
Managementcol C$12.2M
Owns and owesPt X
$46.1M
net assets · Ln 32
Cash and savingsLn 1–2$800K
Total assetsLn 16$73.6M
LiabilitiesLn 26$27.5M
PeoplePt VI, VII
16
listed · VII A
PaidVII A6
Voting boardVI 1a9
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$903K
Government grantsLn 1e$720K
Fundraising eventsLn 1c$10K
Fees for servicesLn 2g$82.2M
Investment incomeLn 3$171K
Other incomeLn 4–11$859K
Gains on assetsLn 7$113K
Total revenueLn 12$84.2M
Assets in detailPt X, end of year
SavingsLn 2$800K
Cash and savings togetherLn 1–2$800K
InvestmentsLn 11–13$724K
Land, buildings, equipmentLn 10c$28.0M
Other assetsLn 15$35.3M
Total assetsLn 16$73.6M
LiabilitiesLn 26$27.5M
Net assetsLn 32$46.1M
OperationsPt I, VI
EmployeesI 5857
VolunteersI 627
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$7.6M$800K
InvestmentsLn 11–13$6.3M$724K
Land, buildings, equipmentLn 10c$27.7M$28.0M
Total assetsLn 16$92.4M$73.6M
LiabilitiesLn 26$35.6M$27.5M
Net assetsLn 32$56.8M$46.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$367K$367K
Other salaries and wagesLn 7$28.4M$22.6M$5.8M
Pension plan contributionsLn 8$513K$403K$110K
Other employee benefitsLn 9$4.5M$3.5M$937K
Payroll taxesLn 10$2.1M$1.6M$446K
Legal feesLn 11b$125K$125K
Other fees for servicesLn 11g$9.3M$7.3M$2.0M
Advertising and promotionLn 12$75K$59K$16K
Office expensesLn 13$435K$342K$93K
OccupancyLn 16$1.6M$1.3M$393K
TravelLn 17$148K$116K$32K
Conferences, conventions and meetingsLn 19$74K$58K$16K
InterestLn 20$6K$5K$1K
Depreciation, depletion and amortizationLn 22$3.3M$2.6M$709K
InsuranceLn 23$1.4M$1.1M$295K
Other expenses (24a–d)Ln 24$25.1M$24.6M$503K
All other expensesLn 24e$1.8M$1.4M$360K
Total functional expensesLn 25$79.3M$67.0M$12.2M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2022 Latest $89.4M$80.7M$8.7M$58.1M 990 PDF
FY2021 Viewing $84.2M$79.3M$4.9M$46.1M 990 PDF
FY2020 $77.5M$69.6M$7.9M$56.8M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $84,155,260 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,377,127$902,768
I-9 Program service revenuePrior year $71,503,335$82,222,909
I-10 Investment incomePrior year $363,279$170,766
I-11 Other revenuePrior year $275,423$858,817
I-12 Total revenuePrior year $77,519,164$84,155,260
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $32,196,305$35,875,745
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $37,393,080$43,379,644
I-18 Total expensesPrior year $69,589,385$79,255,389
I-19 Revenue less expensesPrior year $7,929,779$4,899,871
Part VI · Governance 4 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $84,155,260 across 11 lines filed
VIII-1c Fundraising events$10,000
VIII-1e Government grants$720,227
VIII-1f All other contributions, gifts and grants$172,541
VIII-1h Total contributions, gifts and grants$902,768
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $81,564,308 · Unrelated business $658,601$82,222,909
VIII-3 Investment incomeExcluded from tax $57,872$57,872
VIII-6 Net rental income or lossExcluded from tax $246,753$246,753
VIII-7 Net gain or loss on sales of assetsExcluded from tax $112,894$112,894
VIII-8 Net income from fundraising eventsExcluded from tax −$8,123−$8,123
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $600,432 · Unrelated business $19,755$620,187
VIII-12 Total revenueRelated to mission $82,164,740 · Unrelated business $678,356 · Excluded from tax $409,396$84,155,260
Part IX · Statement of functional expenses $79,255,389 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $367,110$367,110
IX-7 Other salaries and wagesPrograms $22,636,052 · Management $5,810,571$28,446,623
IX-8 Pension plan contributionsPrograms $403,148 · Management $109,633$512,781
IX-9 Other employee benefitsPrograms $3,524,909 · Management $936,556$4,461,465
IX-10 Payroll taxesPrograms $1,641,402 · Management $446,364$2,087,766
IX-11b Legal feesManagement $125,146$125,146
IX-11g Other fees for servicesPrograms $7,300,629 · Management $1,993,660$9,294,289
IX-12 Advertising and promotionPrograms $59,250 · Management $16,113$75,363
IX-13 Office expensesPrograms $341,977 · Management $92,998$434,975
IX-16 OccupancyPrograms $1,253,026 · Management $393,405$1,646,431
IX-17 TravelPrograms $116,132 · Management $31,581$147,713
IX-19 Conferences, conventions and meetingsPrograms $58,352 · Management $15,868$74,220
IX-20 InterestPrograms $4,801 · Management $1,306$6,107
IX-22 Depreciation, depletion and amortizationPrograms $2,605,439 · Management $708,526$3,313,965
IX-23 InsurancePrograms $1,085,177 · Management $295,104$1,380,281
IX-24 Other expenses (24a–d)Programs $24,618,044 · Management $502,605$25,120,649
IX-24e All other expensesPrograms $1,400,929 · Management $359,576$1,760,505
IX-25 Total functional expensesPrograms $67,049,267 · Management $12,206,122 · Fundraising $0$79,255,389
Part X · Balance sheet $73,632,907 assets, 14 lines filed
Asset lines not itemized here account for $834,852; see the IRS return.
X-2 Savings and temporary cash investmentsStart of year $7,598,061$800,069
X-4 Accounts receivableStart of year $6,903,260$6,194,600
X-8 Inventories for sale or useStart of year $1,754,718$1,777,846
X-10c Land, buildings and equipment, netStart of year $27,706,878$28,001,643
X-12 Other securitiesStart of year $6,263,872$724,058
X-15 Other assetsStart of year $41,908,174$35,299,839
X-16 Total assetsStart of year $92,368,390$73,632,907
X-17 Accounts payable and accrued expensesStart of year $5,311,508$2,953,890
X-25 Other liabilitiesStart of year $30,272,702$24,575,384
X-26 Total liabilitiesStart of year $35,584,210$27,529,274
X-27 Net assets without donor restrictionsStart of year $56,291,587$45,538,836
X-28 Net assets with donor restrictionsStart of year $492,593$564,797
X-32 Total net assets or fund balancesStart of year $56,784,180$46,103,633
X-33 Total liabilities and net assetsStart of year $92,368,390$73,632,907
Part XI · Reconciliation of net assets $46,103,633 net assets at year end
XI-1 Total revenue$84,155,260
XI-2 Total expenses$79,255,389
XI-3 Revenue less expenses$4,899,871
XI-4 Net assets at start of year$56,784,180
XI-9 Other changes in net assets−$15,580,418
XI-10 Net assets at end of year$46,103,633

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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