University of Pittsburgh and Upmc Medical and Health Sciences Foundation
Nonprofit profile at a glance
- EIN
- 113708851
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Pittsburgh, PA, USA
- Phone
- 4126248104
- Rating
- 33
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $15,508,193
- Expenses
- $15,508,193
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- LESLIE C DAVIS (CO-CHIEF EXECUTIVE OFFICER)
- JOAN TA GABEL (CO-CHIEF EXECUTIVE OFFICER)
- KRISTIN DAVITT (PRESIDENT & CDO (THRU 4/25))
- MICHAEL S LAFRANKIE (SENIOR EXECUTIVE DIRECTOR)
- JAMES J STRANG (SENIOR EXECUTIVE DIRECTOR)
Highest reported compensation
- LESLIE C DAVIS (CO-CHIEF EXECUTIVE OFFICER): $13,324,020 total reported compensation
- ANANTHA SHEKHAR (DIRECTOR): $1,701,927 total reported compensation
- JOAN TA GABEL (CO-CHIEF EXECUTIVE OFFICER): $1,216,200 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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, upmc hillman cancer center, 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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Affiliate-supported. 100% of the money available for current operations came from contributions from related organizations.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 65
- Accountability: 52
- Sustainability: 15
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: $1 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 50%; rating input score 50; 8th percentile among comparable filings
- Governance controls: 5 of 9 controls in place; rating input score 56
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Fail
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 0%; rating input score 31; 31st percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 19.1%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 4.4% per year; rating input score 100; 38th percentile among comparable filings
- Asset growth: Limited
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 3 of 6 board members independent · 5 of 9 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $13.3M · 16 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $3.1M reported
- Consistency: 22 of 22 current checks pass
- Schedules: 6 filed schedules · includes major donors and executive pay
- Filing history: 15 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Review — Accountability: Independent voting board scored 50/100.
- High — Financial Efficiency: Fundraising efficiency scored 2/100.
- Review — Accountability: Governance controls: 3 of 8 not reported.
- Moderate — Sustainability: Operating margin scored 31/100.
- High — Sustainability: Total-asset coverage ratio scored 0/100.
- High — Sustainability: Officer compensation ratio scored 4/100.