Upmc Lititz FY2022 filing

Tax-deductible

Pittsburgh, PA501(c)(3)Since 2017HospitalsEIN 82-0844453

This page gets seen. Tell your story. Claim this org.

Upmc lititz' mission is to provide healthcare services to all members of the surrounding communities.

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 4
filings with a surplus
Average deficit $2.2M a year · 2% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$62.0M
98% of total assets
Concern: liabilities are 98% of assets; over 80%.
Pt X · Ln 26
Independent board members
11
of 14 voting members
Looks good: 11 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$123.9M
+7% vs prior year
Spent
$125.0M
To programs
89%
Net assets
$1.3M
By yearFY2021–FY2024
Revenue
$123.9M
FY2022▲ +7%
Revenue by fiscal year
FY2021$116.3M
FY2022$123.9M
FY2023$130.3M
FY2024$131.6M
Expenses
$125.0M
FY2022▲ +4%
Expenses by fiscal year
FY2021$119.7M
FY2022$125.0M
FY2023$133.5M
FY2024$132.7M
Net assets
$1.3M
FY2022▼ -98%
Net assets by fiscal year
FY2021$61.4M
FY2022$1.3M
FY2023$2.8M
FY2024$4.7M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1983.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $111.1M Management & general 11% · $13.8M

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

26 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
FMR Pres, Lanc Div
$523,204Pt VII · Sec A
Pharmacist
$161,098Pt VII · Sec A
Clincal Director
$159,009Pt VII · Sec A
Director, Nursing
$155,542Pt VII · Sec A
Pharmacist
$151,943Pt VII · Sec A
$149,357Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021
Michael Turkel——$523,204$645,423
Joseph Oberholzer———$179,722
Laura Coppula$174,609—$161,098$150,785
David Benner—$171,737——
David Benner$171,679———
Barry Mitchneck$171,187—$155,542$151,024
Laura Coppula—$167,521——
John Sokso$165,612—$151,943$151,494

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.

See Upmc Lititz executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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 comprehensive healthcare services to residents of Lititz, Pennsylvania, and its surrounding communities through its local hospital and outpatient network.

Provided by the organization

This section is blank until Upmc Lititz claims this page.

Know this organization? Claim it to add your story

1 program service account for $111.1M of program spending, described in the organization's own filed words · FY2021.
01

Upmc lititz is an acute care hospital with 148 licensed beds offering a wide range of services including cardiac care, a certified primary stroke center, emergency care, imaging, oncology care, obstetrics, orthopedics, plastic and reconstructive surgery, and general SURGERY.SEE schedule o

$111.1Mprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 19 grants · $287K · 2021–2023
Upmc Pinnacle FoundationPA · FY2023$49,030
YWCA LancasterPA · FY2023$7,500
YMCAPA · FY2023$6,000
Fulton Theatre CompanyPA · FY2023$6,000
Annville-Cleona School DistrictFY2023$6,000
Lebanon Valley CollegePA · FY2022$52,000
On-Line Publishers INCFY2022$22,100
Young Womens Christian Assoc of LancPA · FY2022$8,500
Hospice & Community CarePA · FY2022$8,000
Venture LititzincPA · FY2022$6,000
On-Line Publishers INCFY2021$30,000
See all 19 grants →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$123.9M
Ln 12
Fees for servicesLn 2g$122.5M
Gifts and grantsLn 1h$1.8M
Investment incomeLn 3$61K
Money outPt IX
$125.0M
Ln 25
Programscol B$111.1M
Managementcol C$13.8M
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$9K
Total assetsLn 16$63.3M
LiabilitiesLn 26$62.0M
PeoplePt VI, VII
26
listed · VII A
PaidVII A6
Voting boardVI 1a14
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.8M
Government grantsLn 1e$1.8M
Fees for servicesLn 2g$122.5M
Investment incomeLn 3$61K
Gains on assetsLn 7$49K
Total revenueLn 12$123.9M
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$8K
Cash and savings togetherLn 1–2$9K
Land, buildings, equipmentLn 10c$50.3M
Other assetsLn 15$4K
Total assetsLn 16$63.3M
LiabilitiesLn 26$62.0M
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 5748
VolunteersI 697
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 FY22End FY22
Cash and savingsLn 1–2$16K$9K
Land, buildings, equipmentLn 10c$53.5M$50.3M
Total assetsLn 16$73.2M$63.3M
LiabilitiesLn 26$11.8M$62.0M
Net assetsLn 32$61.4M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$174K$174K
Other salaries and wagesLn 7$38.5M$35.2M$3.3M
Pension plan contributionsLn 8$1.6M$1.4M$134K
Other employee benefitsLn 9$4.5M$4.2M$386K
Payroll taxesLn 10$2.5M$2.3M$211K
Management feesLn 11a$6.4M$6.4M
Legal feesLn 11b$4K$4K
Other fees for servicesLn 11g$4.3M$3.7M$562K
Advertising and promotionLn 12$5K$474$4K
Office expensesLn 13$791K$514K$278K
Information technologyLn 14$1.3M$1.1M$235K
OccupancyLn 16$2.0M$942K$1.0M
TravelLn 17$89K$27K$62K
Conferences, conventions and meetingsLn 19$8K$5K$3K
InterestLn 20$181$181
Depreciation, depletion and amortizationLn 22$4.8M$4.5M$393K
Other expenses (24a–d)Ln 24$52.7M$52.7M
All other expensesLn 24e$5.3M$4.4M$867K
Total functional expensesLn 25$125.0M$111.1M$13.8M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $131.6M$132.7M−$1.1M$4.7M 990 PDF
FY2023 $130.3M$133.5M−$3.2M$2.8M 990 PDF
FY2022 Viewing $123.9M$125.0M−$1.1M$1.3M 990 PDF
FY2021 $116.3M$119.7M−$3.4M$61.4M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $123,904,867 across 8 lines filed
Lines not itemized here account for $196,415 of total revenue; see the IRS return.
VIII-1e Government grants$1,844,786
VIII-1h Total contributions, gifts and grants$1,844,786
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $122,488,868 · Unrelated business $26,362$122,515,230
VIII-3 Investment incomeExcluded from tax $11,617$11,617
VIII-6 Net rental income or lossExcluded from tax −$1,430,628−$1,430,628
VIII-7 Net gain or loss on sales of assetsExcluded from tax $48,950$48,950
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $718,497$718,497
VIII-12 Total revenueRelated to mission $122,488,868 · Unrelated business $26,362 · Excluded from tax −$455,149$123,904,867
Part IX · Statement of functional expenses $124,960,385 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $173,542$173,542
IX-7 Other salaries and wagesPrograms $35,198,777 · Management $3,269,832$38,468,609
IX-8 Pension plan contributionsPrograms $1,444,490 · Management $134,188$1,578,678
IX-9 Other employee benefitsPrograms $4,159,755 · Management $386,425$4,546,180
IX-10 Payroll taxesPrograms $2,273,321 · Management $211,183$2,484,504
IX-11a Management feesManagement $6,397,653$6,397,653
IX-11b Legal feesPrograms $4,250$4,250
IX-11g Other fees for servicesPrograms $3,713,675 · Management $562,225$4,275,900
IX-12 Advertising and promotionPrograms $474 · Management $4,086$4,560
IX-13 Office expensesPrograms $513,665 · Management $277,806$791,471
IX-14 Information technologyPrograms $1,086,311 · Management $235,235$1,321,546
IX-16 OccupancyPrograms $942,464 · Management $1,014,563$1,957,027
IX-17 TravelPrograms $27,419 · Management $61,605$89,024
IX-19 Conferences, conventions and meetingsPrograms $5,316 · Management $2,525$7,841
IX-20 InterestManagement $181$181
IX-22 Depreciation, depletion and amortizationPrograms $4,456,984 · Management $392,835$4,849,819
IX-24 Other expenses (24a–d)Programs $52,745,256$52,745,256
IX-24e All other expensesPrograms $4,397,117 · Management $867,227$5,264,344
IX-25 Total functional expensesPrograms $111,142,816 · Management $13,817,569 · Fundraising $0$124,960,385
Part X · Balance sheet $63,287,588 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $800$1,800
X-2 Savings and temporary cash investmentsStart of year $15,029$7,574
X-4 Accounts receivableStart of year $9,240,971$11,048,123
X-8 Inventories for sale or useStart of year $281,102$533,435
X-9 Prepaid expenses and deferred chargesStart of year $1,260,473$1,441,951
X-10c Land, buildings and equipment, netStart of year $53,540,730$50,250,632
X-15 Other assetsStart of year $8,883,777$4,073
X-16 Total assetsStart of year $73,222,882$63,287,588
X-17 Accounts payable and accrued expensesStart of year $10,916,405$5,613,323
X-25 Other liabilitiesStart of year $846,851$56,344,272
X-26 Total liabilitiesStart of year $11,775,615$61,957,595
X-27 Net assets without donor restrictionsStart of year $61,447,267$1,329,993
X-32 Total net assets or fund balancesStart of year $61,447,267$1,329,993
X-33 Total liabilities and net assetsStart of year $73,222,882$63,287,588
Part XI · Reconciliation of net assets $1,329,993 net assets at year end
XI-1 Total revenue$123,904,867
XI-2 Total expenses$124,960,385
XI-3 Revenue less expenses−$1,055,518
XI-4 Net assets at start of year$61,447,267
XI-9 Other changes in net assets−$59,061,756
XI-10 Net assets at end of year$1,329,993

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.