UPMC Sunbury

Nonprofit profile at a glance

EIN
821592230
IRS 990 coverage
2018–2019
Forms available
Form 990 2019
Location
Pittsburgh, PA, USA
Phone
4126472345
Rating
67
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospital, General

Official website

Reported finances

Revenue
$10,718,414
Expenses
$16,163,544
Assets
$6,204,114
Liabilities
$76,932

Source: IRS Form 990. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • Steven P Johnson (President/Board Secretary)
  • Donald Owrey (President/COO (J 9/1/2019))
  • Robert D Williams (President - SUS)
  • Bob Kane (Regional President)

Highest reported compensation

  • Steven P Johnson (President/Board Secretary): $1,129,071 total reported compensation
  • David Lopatofsky MD (Director): $781,504 total reported compensation
  • Daniel Glunk MD (Director): $396,472 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule o

Operating model

Revenue model
Earned-program. 100% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 72
  • Accountability: 54
  • Sustainability: 18
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 84.8%; rating input score 85
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 36.4%; rating input score 36; 7th percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • 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: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -50.8%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 0.38; rating input score 13; 13th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 94; 94th percentile among comparable filings
  • Officer compensation ratio: 7.6%; rating input score 26; 26th percentile among comparable filings

Growth

  • Program expense growth: -39.2% per year; rating input score 0; 0th percentile among comparable filings
  • Revenue growth: -65.8% per year; rating input score 0; 0th percentile among comparable filings
  • Asset growth: -46% per year; rating input score 0; 0th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 84.8% of spending went to programs
  • Governance: 4 of 11 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $13.7M in reported program spending
  • Leadership: top reported pay $1.1M · 20 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $500K reported
  • Consistency: 25 of 25 current checks pass
  • Schedules: 6 filed schedules · includes executive pay
  • Filing history: 2 filing years from 2018 to 2019
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • Related organizations: 164 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.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Independent voting board scored 36/100.
  • High — Sustainability: Operating margin scored 1/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 13/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 26/100.