UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FDN: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF PITTSBURGH AND UPMC MEDICAL AND HEALTH SCIENCES FDN (EIN 11-3708851)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349301546
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T09:48:00-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251306171 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URISH POPECK & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE GATEWAY CENTER SUITE 2400 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152221015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113708851 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF PITTSBURGH AND UPMC | BusinessNameLine1 |
| Business Name Line2 | MEDICAL AND HEALTH SCIENCES FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4126246395 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ATWOOD STREET SUITE 201 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152600100 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR G RAMICONE | Name |
| Title | TREASURER | Title |
| Phone | 4126246395 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROCCO R ROMANO | Name |
| PTIN | P00034762 | PTIN |
| Phone | 4123911994 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ARTHUR G RAMICONE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ATWOOD STREET SUITE 201 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152600100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8168460 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO INTEGRATE FUNDRAISING FOR THE UNIVERSITY OF PITTSBURGH AND THE UNIVERSITY OF PGH MEDICAL CENTER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 74 | TotalNbrEmployees |
| Total Nbr Volunteers | 110 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8110205 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8168460 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8110205 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8168460 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5971619 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6335202 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 222398 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 137543 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7471588 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1916188 | OtherExpensePriorYear |
| Other Expenses Current Year | 1695715 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8110205 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8168460 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 0 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 0 | RevenuesLessExpensesCY |
| Total Assets BOY | 0 | TotalAssetsBOY |
| Total Assets EOY | 0 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 0 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 0 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE MEDICAL & HEALTH SCIENCES FOUNDATION IS TO INTEGRATE PRIVATE FUNDRAISING FOR THE ENTIRE ACADEMIC MEDICAL CENTER WHICH COMPRISES THE SIX HEALTH SCIENCES SCHOOLS OF THE UNIVERSITY OF PITTSBURGH, UPMC, UPCI, AND WPIC. THE FOUNDATION WILL IDENTIFY, CULTIVATE,SOLICIT, AND STEWARD GIFTS FROM INDIVIDUALS AND ORGANIZATIONS/CORPORATIONS/FOUNDATIONS INTERESTED IN SUPPORTING CLINICAL CARE, BIOMEDICAL RESEARCH, AND EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE ORGANIZATION WAS ESTABLISHED TO PROVIDE INTEGRATED FUNDRAISING PROGRAMS TO SERVE THE UNIVERSITY OF PITTSBURGH AND UNIVERSITY OF PITTSBURGH MEDICAL CENTER, AND THEREFORE HAS NO PROGRAM SERVICE ACTIVITY. | Description |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 74 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM A SPANEDDA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4126474286 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 FORBES AVE SUITE 8084 FORBES | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15213 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| G NICHOLAS BECKWITHIII | |||||||
| CHAIRPERSON | 5.00 | X | 0 | 0 | 0 | ||
| SUZANNE W BROADHURST | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| AUDREY HILLMAN FISHER | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| MARK J LASKOW | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| ARTHUR S LEVINE | |||||||
| DIRECTOR | 5.00 | X | 0 | 813325 | 33423 | ||
| MARK A NORDENBERG | |||||||
| CO-CHIEF EXECUTIVE OFFICER | 5.00 | X | 0 | 624042 | 140254 | X | |
| JEFFREY A ROMOFF | |||||||
| CO-CHIEF EXECUTIVE OFFICER | 5.00 | X | 0 | 4318746 | 1751004 | X | |
| SAM S ZACHARIAS | |||||||
| DIRECTOR | 5.00 | X | 0 | 0 | 0 | ||
| CLYDE B JONES III | |||||||
| PRESIDENT & CHIEF DEV OFF | 40.00 | 419254 | 0 | 40312 | X | ||
| MICHELE JEGASOTHY | |||||||
| SECRETARY | 5.00 | 0 | 191194 | 27995 | X | ||
| ARTHUR G RAMICONE | |||||||
| TREASURER | 5.00 | 0 | 384183 | 65774 | X | ||
| GAYLE TISSUE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 281697 | 0 | 50250 | X | ||
| ARTHUR M SCULLY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 171799 | 0 | 36120 | X | ||
| SANDRA CHICKO | |||||||
| DIRECTOR OF DEVELOPMEMT | 40.00 | 121023 | 0 | 29045 | X | ||
| GARY DUBIN | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 105284 | 0 | 30280 | X | ||
| KELLIE S ANDERSON | |||||||
| EXECUTIVE DIRECTOR, CENTRAL DEVELOPMENT | 40.00 | 105295 | 0 | 29090 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1204352 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 6331490 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 2233547 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALPHAGRAPHICS | |||||
| 814 PENN AVENUE | PITTSBURGH | PA | 15222 | PRINTING AND DESIGN SERVICES | 184663 |
| GRIZZARD COMMUNICATIONS GROUP INC | |||||
| 229 PEACHTREE ST NE STE 1400 | ATLANTA | GA | 33303 | DIRECT MAIL SOLICITATION AND CONSULTING | 159014 |
| MSL DIRECT PRINTING SERVICES | |||||
| 4312 OLD WILLIAM PENN HIGHWAY | MURRYSVILLE | PA | 15668 | PRINTING AND MAILING OF SOLICITATIONS | 131956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 8168460 | RelatedOrganizations |
| Total Contributions | 8168460 | TotalContributions |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8168460 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 460174 | Total |
| Management And General | 50619 | ManagementAndGeneral |
| Fundraising | 409555 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4403971 | Total |
| Management And General | 484437 | ManagementAndGeneral |
| Fundraising | 3919534 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 537719 | Total |
| Management And General | 59149 | ManagementAndGeneral |
| Fundraising | 478570 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 607168 | Total |
| Management And General | 66788 | ManagementAndGeneral |
| Fundraising | 540380 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326170 | Total |
| Management And General | 35879 | ManagementAndGeneral |
| Fundraising | 290291 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11169 | Total |
| Fundraising | 11169 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17056 | Total |
| Fundraising | 17056 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137543 | Total |
| Fundraising | 137543 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200982 | Total |
| Fundraising | 200982 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170437 | Total |
| Fundraising | 170437 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52727 | Total |
| Fundraising | 52727 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3776 | Total |
| Fundraising | 3776 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194922 | Total |
| Fundraising | 194922 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110077 | Total |
| Fundraising | 110077 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising |
|---|---|---|
| INSTITUTIONAL ADVANCEME | 890000 | 890000 |
| DUES AND MEMBERSHIPS | 44569 | 44569 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8168460 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 696872 | ManagementAndGeneral |
| Fundraising | 7471588 | Fundraising |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 0 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (26 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| UNIVERSITY OF PITTSBURGH | |||
| 250965591 | 2 | 1 | $0 |
| UPMC | |||
| 251423657 | 3 | 1 | $0 |
| UPMC PRESBYTERIAN SHADYSIDE | |||
| 250965480 | 3 | 0 | $0 |
| UPMC BRADDOCK | |||
| 251800797 | 3 | 0 | $0 |
| UPMC ST MARGARET | |||
| 232875070 | 3 | 0 | $0 |
| UPMC COMMUNITY PROVIDER SERVICES | |||
| 251804746 | 9 | 0 | $0 |
| UPMC PASSAVANT | |||
| 250965451 | 3 | 0 | $0 |
| UPMC BEDFORD | |||
| 231396795 | 3 | 0 | $0 |
| UPMC LEE | |||
| 250613830 | 3 | 0 | $0 |
| UPMC MCKEESPORT | |||
| 250965423 | 3 | 0 | $0 |
| UPMC HORIZON | |||
| 250523970 | 3 | 0 | $0 |
| MAGEE-WOMEN'S HOSPITAL OF UPMC | |||
| 250965420 | 3 | 0 | $0 |
| UPMC COMMUNITY MEDICINE INC | |||
| 251727721 | 3 | 0 | $0 |
| COMMUNITY PHYSICIAN SERVICES INC | |||
| 251722923 | 9 | 0 | $0 |
| UNIVERSITY OF PITTSBURGH PHYSICIANS | |||
| 232919472 | 3 | 0 | $0 |
| CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC HEALTH SYSTEM | |||
| 250402510 | 3 | 0 | $0 |
| UPMC NORTHWEST | |||
| 250489010 | 3 | 0 | $0 |
| COMMUNITY CARE BEHAVIORAL HEALTH ORGANIZATION | |||
| 251799823 | 9 | 0 | $0 |
| UPMC SENIOR COMMUNITIES INC | |||
| 251574736 | 9 | 0 | $0 |
| THE CENTER FOR BIOSECURITY UNIVERSITY OF PITTSBURGH MEDICAL CENTER | |||
| 043770052 | 4 | 0 | $0 |
| UPMC FOR YOU | |||
| 900174238 | 9 | 0 | $0 |
| UPMC IMITS CENTER | |||
| 208392908 | 7 | 0 | $0 |
| UPMC MERCY | |||
| 250965429 | 3 | 0 | $0 |
| UPMC EAST | |||
| 274814831 | 3 | 0 | $0 |
| UPMC HAMOT | |||
| 250965387 | 3 | 0 | $0 |
| UPMC CENTER FOR HIGH-VALUE HEALTHCARE | |||
| 452178782 | 3 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 26 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| GRIZZARD COMMUNICATIONS GROUP INC | ||||||||
| 229 PEACHTREE ST NE STE 1400 | ATLANTA | GA | 30303 | DIRECT MAIL SOLICITATION & CONSULTING- SEE PT.IV | 0 | 0 | 59878 | -59878 |
| GRENZEBACH GLIER & ASSOCIATES | ||||||||
| 401 N MICHIGAN AVE STE 2800 | CHICAGO | IL | 60611 | CONSULTING-SEE PT.IV | 0 | 0 | 77665 | -77665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 137543 | TotalRetainedByContractors |
| Total Net To Organization | -137543 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WY | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GROSS RECEIPTS FROM ACTIVITY | Identifier |
| Return Reference | SCHEDULE G PART I | ReturnReference |
| Explanation | THE ORGANIZATION DOES NOT RECEIVE REVENUE. THE TWO MEMBER ORGANIZATIONS, THE UNIVERSITY OF PITTSBURGH AND UPMC, RECEIVE THE GROSS RECEIPTS FROM ALL FUNDRAISING ACTIVITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARTHUR S LEVINE | |||||||||||||
| 0 | 743544 | 0 | 0 | 0 | 69781 | 0 | 29402 | 0 | 4021 | 0 | 846748 | 0 | 0 |
| MARK A NORDENBERG | |||||||||||||
| 0 | 556588 | 0 | 38297 | 0 | 29157 | 0 | 71976 | 0 | 68278 | 0 | 764296 | 0 | 0 |
| JEFFREY A ROMOFF | |||||||||||||
| 0 | 958992 | 0 | 2933000 | 0 | 426754 | 0 | 1728427 | 0 | 22577 | 0 | 6069750 | 0 | 385733 |
| CLYDE B JONES III | |||||||||||||
| 258454 | 0 | 153000 | 0 | 7800 | 0 | 35010 | 0 | 5302 | 0 | 459566 | 0 | 0 | 0 |
| MICHELE JEGASOTHY | |||||||||||||
| 0 | 126963 | 0 | 64000 | 0 | 231 | 0 | 11480 | 0 | 16515 | 0 | 219189 | 0 | 0 |
| ARTHUR G RAMICONE | |||||||||||||
| 0 | 330860 | 0 | 25531 | 0 | 27792 | 0 | 52268 | 0 | 13506 | 0 | 449957 | 0 | 0 |
| GAYLE TISSUE | |||||||||||||
| 256097 | 0 | 25000 | 0 | 600 | 0 | 35525 | 0 | 14725 | 0 | 331947 | 0 | 0 | 0 |
| ARTHUR M SCULLY | |||||||||||||
| 171199 | 0 | 0 | 0 | 600 | 0 | 21205 | 0 | 14915 | 0 | 207919 | 0 | 0 | 0 |
| SANDRA CHICKO | |||||||||||||
| 120423 | 0 | 0 | 0 | 600 | 0 | 18600 | 0 | 10445 | 0 | 150068 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | SCHEDULE J, PART I, LINE 3: DUE TO MHSF'S UNIQUE ORGANIZATIONAL STRUCTURE,THE CO-CEO'S DETERMINE THE SALARY OF THE PRESIDENT AND CHIEF DEVELOPMENT OFFICER BASED ON INDUSTRY STANDARDS. THE CO-CEO'S REPRESENT THE TWO MEMBER ORGANIZATIONS WHICH ARE RESPONSIBLE FOR FUNDING 100% OF MHSF'S OPERATIONS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS TWO MEMBERS: THE UNIVERSITY OF PITTSBURGH AND UPMC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE UNIVERSITY OF PITTSBURGH AND UPMC DESIGNATE DIRECTORS OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS BY THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE UNIVERSITY OF PITTSBURGH AND UPMC AS MEMBERS OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. ALL ISSUES WERE ADDRESSED AND RESOLVED AT THAT TIME BY THE OFFICERS OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 12 | THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS THE CONFLICT OF INTEREST POLICY BY COMMUNICATING WITH OFFICERS REGARDING ANY REPORTED CONFLICTS OR APPEARANCE OF CONFLICTS. ALL ISSUES ARE ADDRESSED APPROPRIATELY AND TIMELY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION B | MHSF HAS CONFLICT OF INTEREST, WHISTLEBLOWER, AND DOCUMENT RETENTION AND DESTRUCTION POLICIES; HOWEVER, THESE POLICIES WERE NOT ADOPTED BY THE BOARD OF DIRECTORS AS OF 06/30/2012. THESE POLICIES WERE ADOPTED BY THE BOARD OF DIRECTORS AT THEIR 7/19/12 MEETING. | LINES 12A, 13 AND 14: |
| PART VI, SECTION B | DUE TO MHSF'S UNIQUE ORGANIZATIONAL STRUCTURE,THE CO-CEO'S DETERMINE THE SALARY OF THE PRESIDENT AND CHIEF DEVELOPMENT OFFICER BASED ON INDUSTRY STANDARDS. THE CO-CEO'S REPRESENT THE TWO MEMBER ORGANIZATIONS WHICH ARE RESPONSIBLE FOR FUNDING 100% OF MHSF'S OPERATIONS. | LINE 15A: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PITTSBURGH | ||||||||||
| 2502 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | EDUCATIONAL SERVICES | PA | 501 (C) (3) | 2 | N/A | 0 |
| UPMC | ||||||||||
| 600 GRANT STREET 58TH FLOOR | PITTSBURGH | PA | 15219 | 251423657 | HEALTH CARE | PA | 501 (C) (3) | 11C | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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