UPMC Williamsport

Nonprofit profile at a glance

EIN
240795508
IRS 990 coverage
2009–2019
Forms available
Form 990 2019
Location
Pittsburgh, PA, USA
Phone
4126472345
Rating
71
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospital, General

Official website

Reported finances

Revenue
$417,811,475
Expenses
$360,207,697
Assets
$289,908,890
Liabilities
$53,837,874

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

Leadership & pay

21 people listed

Executive titles in this filing

  • Steven Johnson (Director/Regional President)
  • Robert Kane (Regional President)
  • Donald Owrey (President/COO (J 9/1/2019))

Highest reported compensation

  • Ronald E DiSimone MD (Director): $1,153,794 total reported compensation
  • Steven Johnson (Director/Regional President): $1,129,071 total reported compensation
  • Kevin Kist DO (Director): $520,509 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. 98% 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 some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 70
  • Transparency & Controls: 80
  • Accountability: 55
  • Sustainability: 67
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74%; rating input score 74
  • Program expense ratio: 85.9%; rating input score 86
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th 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: 100%; rating input score 100; 77th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 38.5%; rating input score 38; 11th 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: 13.8%; rating input score 83; 83rd percentile among comparable filings
  • Total-asset coverage ratio: 0.8; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 0.9%; rating input score 76; 76th percentile among comparable filings

Growth

  • Program expense growth: 1.9% per year; rating input score 100; 23rd percentile among comparable filings
  • Revenue growth: 6.6% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 0.1% per year; rating input score 100; 12th percentile among comparable filings

Details

  • Where the money goes: 74% of revenue deployed · 85.9% of spending went to programs
  • Governance: 5 of 13 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $309.4M in reported program spending
  • Leadership: top reported pay $1.2M · 21 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $9.3M reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 10 filing years from 2009 to 2019
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 166 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 38/100.
  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.