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Upmc Lititz

Upmc Corporate Tax

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Hospital, General (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated hospital facilities
Organization operated one or more hospital facilities. Details are reported on Schedule H.

Summary charts: organization finances over time

Revenue
$130M (2023)

Expenses
$133M (2023)

Total Assets
$62.6M (2023)

Total Liabilities
$59.8M (2023)

Source: Form 990 tax filings from 2018 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$130,296,854
Expenses
$133,457,876
Net Income
-$3,161,022
Net Assets
$2,766,112
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,658,925
1.3%
Program Services $128,424,525
98.6%
Investment Income $28,796
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$748,539
Net Fundraising $0
Sales of Assets $78,127
0.1%
Net Inventory Sales $0
Other Revenue $855,020
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $42,571,709
31.9%
Assets/Debt
Total Assets $62,572,302
Total Liabilities $59,806,190
Net Assets $2,766,112
Other
Operated hospital facilities
Compensation
Key Employees and Officers Compensation Related Other
David Benner (Pharmacist) $171,737 $0 $26,305
Laura Coppula (Pharmacist) $167,521 $0 $47,138
John Sokso (Pharmacist) $164,783 $0 $28,275
Christy Keller (Clinical Director) $158,931 $0 $41,993
Brianna Dohm (Supv Chief Pharmacist) $156,546 $0 $41,236
Douglas Neidich (Board Chairman) $0 $0 $0
Mark Glessner (Board Vice Chairman) $0 $0 $0
Philip W Guarneschelli (President & Ceo (R 9/22)) $0 $1,474,461 $62,394
Barry Schoch (Director) $0 $0 $0
Carolyn Kreamer Ph D (Director) $0 $0 $0
David Martin (Director) $0 $0 $0
Eileen Simmons (Director) $0 $0 $0
John Hickey (Director) $0 $0 $0
Jonathan Vipond Iii Esq (Director) $0 $0 $0
Kathleen Pavelko (Director) $0 $0 $0
Kenneth Oken Md (Director) $0 $467,619 $48,291
Mark Sevco (R 423) (Director) $0 $0 $0
Paul Spears Md (Director) $0 $0 $0
Richard Hamilton (Director) $0 $0 $0
Robert Montler (Director) $0 $0 $0
Senghor Manns (Director) $0 $0 $0
Thomas Nicholson Md (Director) $0 $827,508 $60,933
Troy Moritz Do (Director) $0 $946,701 $34,292
Yvonne Hollins (Director) $0 $0 $0
Alison Bernhardt (Treasurer/Vp & Cfo (R 1/23)) $0 $550,610 $23,254

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,904,867
Expenses
$124,960,385
Net Income
-$1,055,518
Net Assets
$1,329,993
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,844,786
1.5%
Program Services $122,515,230
98.9%
Investment Income $11,617
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$1,430,628
Net Fundraising $0
Sales of Assets $48,950
0.0%
Net Inventory Sales $0
Other Revenue $914,912
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $38,468,609
30.8%
Assets/Debt
Total Assets $63,287,588
Total Liabilities $61,957,595
Net Assets $1,329,993
Other
Operated hospital facilities
Compensation
Key Employees and Officers Compensation Related Other
Michael Turkel (Fmr Pres, Lanc Div) $523,204 $0 $0
Laura Coppula (Pharmacist) $161,098 $0 $24,135
Christy Keller (Clincal Director) $159,009 $0 $15,419
Barry Mitchneck (Director, Nursing) $155,542 $0 $12,964
John Sokso (Pharmacist) $151,943 $0 $15,083
Stephen Busansky (Pharmacist) $149,357 $0 $6,017
Philip W Guarneschelli (President And Ceo) $0 $1,391,435 $63,286
Mark Glessner (Board Vice Chair) $0 $0 $0
Leslie Davis (Director (R 11/21)) $0 $0 $0
Robert Montler (Director) $0 $0 $0
John Hickey (Director) $0 $0 $0
David Martin (Director) $0 $0 $0
Paul Spears Md (Director) $0 $0 $0
Jonathan Vipond Iii Esq (Director) $0 $0 $0
Richard Hamilton (Director) $0 $0 $0
Doug Neidich (Board Chair) $0 $0 $0
Eileen Simmons (Director) $0 $0 $0
John Mantione Md (Pres.Of Medical Staff/Physician) $0 $24,077 $1,926
Mark Sevco (Director) $0 $0 $0
Yvonne Hollins (Director) $0 $0 $0
Kenneth Oken Md (Director/Physician) $0 $521,984 $29,596
Alison Bernhardt (Treasurer/Vp & Cfo) $0 $510,631 $34,755
Christine Miller Esq (Secretary) $0 $268,004 $64,622
Amanda Morgan (Assistant Treasurer) $0 $209,476 $36,906
Christine Bienaime (Assistant Secretary (R 4/22)) $0 $94,857 $6,013

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$116,293,290
Expenses
$119,667,064
Net Income
-$3,373,774
Net Assets
$61,447,267
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,589,757
7.4%
Program Services $110,159,870
94.7%
Investment Income $3,292
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$2,134,248
Net Fundraising $0
Sales of Assets -$347,335
Net Inventory Sales $7,312
0.0%
Other Revenue $14,642
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $35,223,449
29.4%
Assets/Debt
Total Assets $73,222,882
Total Liabilities $11,775,615
Net Assets $61,447,267
Other
Operated hospital facilities
Compensation
Key Employees and Officers Compensation Related Other
Michael Turkel (Svp & Pres, Lanc Div (Until 7/20)) $645,423 $0 $25,782
Joseph Oberholzer (Physical Therapist) $179,722 $0 $6,185
John Sokso (Pharmacist) $151,494 $0 $18,592
Barry Mitchneck (Director Nursing) $151,024 $0 $18,390
Laura Coppula (Pharmacist) $150,785 $0 $25,610
Philip W Guarneschelli (President And Ceo) $0 $1,397,279 $40,949
Mark Glessner (Vice Chairman) $0 $0 $0
Leslie Davis (Director) $0 $0 $0
Robert Montler (Director) $0 $0 $0
John Hickey (Director) $0 $0 $0
David Martin (Director) $0 $0 $0
Paul Spears Md (Director) $0 $0 $0
Jonathan Vipond Iii Esq (Director) $0 $0 $0
Richard Hamilton (Director) $0 $0 $0
Meron Yemane (Director) $0 $0 $0
Doug Neidich (Chairman) $0 $0 $0
Eileen Simmons (Director) $0 $0 $0
Kathleen Pavelko (Director) $0 $0 $0
John Mantione Md (President Of Medical Staff) $0 $0 $0
Thomas Nicholson Md (Director) $0 $643,564 $41,665
Christopher P Markley Esq (Sec'y/Sr Vp/General Counsel) $0 $635,513 $32,995
Alison Bernhardt (Treasurer/Vp & Cfo) $0 $466,254 $23,626
Christine Miller (Assistant Secretary) $0 $248,415 $28,447
Amanda Morgan (Assistant Treasurer) $0 $169,549 $24,204
William H Pugh (Fmr. Evp & Cfo/Treasurer(ret. 12/19)) $0 $928,709 $16,129

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,467,840
Expenses
$138,587,326
Net Income
-$25,119,486
Net Assets
$69,905,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,664,671
5.9%
Program Services $106,939,695
94.2%
Investment Income $5,063
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$190,275
Net Fundraising $0
Sales of Assets -$478
Net Inventory Sales $14,512
0.0%
Other Revenue $34,652
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $52,358,866
37.8%
Assets/Debt
Total Assets $82,927,293
Total Liabilities $13,022,007
Net Assets $69,905,286

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,139,500
Expenses
$99,467,721
Net Income
-$16,328,221
Net Assets
$73,492,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
0.0%
Program Services $83,539,069
> 100%
Investment Income $1
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$485,022
Net Fundraising $0
Sales of Assets -$18,702
Net Inventory Sales $7,773
0.0%
Other Revenue $95,881
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,072,289
1.1%
Professional Fundraising Fees $0
Other Salaries and Wages $26,417,778
26.6%
Assets/Debt
Total Assets $81,864,299
Total Liabilities $8,371,874
Net Assets $73,492,425
Other
Operated hospital facilities
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Deborah Willwerth (President Upmc Lititz/Secretary) $288,624 $0 $25,827
David Schmidt (Regional Cno & Vp Nursing Ops) $187,750 $0 $15,219
David Benner (Clinical Staff Pharmacist) $155,262 $0 $14,976
Mike Sherk (Rn, Weekend Flex Prn) $145,875 $0 $2,918
Judith Mccoy (House Supervisor Wknd) $145,393 $0 $16,402
Brianna Dohm (Pharmacist Supervisor) $133,421 $0 $18,689
Philip W Guarneschelli (President/Ceo) $0 $1,375,741 $35,711
Leslie Davis (Director) $0 $0 $0
Richard Hamilton (Director) $0 $0 $0
Edward Karlovich (Director) $0 $0 $0
David Martin (Director) $0 $0 $0
Robert Montler (Director) $0 $0 $0
Steven Shapiro Md (Director) $0 $0 $0
Michael L Fernandez Md (Director/Medical Director) $0 $37,583 $0
John C Hickey (Chair) $0 $0 $0
Mark Glessner (Director) $0 $0 $0
Yvonne Hollins (Director) $0 $0 $0
Carolyn Kreamer Phd (Director) $0 $0 $0
Michael Murchie (Director) $0 $0 $0
Doug Neidich (Vice Chair) $0 $0 $0
Kenneth Oken Md (Director) $0 $119,167 $0
Cynthia Tolsma (Director) $0 $0 $0
Jonathan Vipond Iii (Director) $0 $0 $0
Paul Spears Md (Director) $0 $0 $0
Ronald Kratz Md (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,681,362
Expenses
$67,894,537
Net Income
-$6,213,175
Net Assets
$62,510,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,735,796
> 100%
Investment Income $450
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$122,931
Net Fundraising $0
Sales of Assets $29,500
0.0%
Net Inventory Sales $2,452
0.0%
Other Revenue $36,095
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $251,658
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $22,024,930
32.4%
Assets/Debt
Total Assets $68,903,539
Total Liabilities $6,393,411
Net Assets $62,510,128
Other
Operated hospital facilities
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Deborah Willwerth (President/Secretary) $112,904 $0 $11,615
Philip Guarneschelli (President/Ceo) $0 $1,197,495 $35,417
Kenneth Oken Md (Director) $0 $100,833 $0
Michael L Fernandez Md (Director/Medical Director) $0 $33,917 $0
John C Hickey (Chair) $0 $0 $0
Carolyn Kreamer Phd (Director) $0 $0 $0
Cynthia Tolsma (Director) $0 $0 $0
Michael Murchie (Director) $0 $0 $0
Doug Neidich (Vice Chair) $0 $0 $0
Harold Yang Md (Director) $0 $516,675 $35,103
Yvonne Hollins (Director) $0 $0 $0
Leslie Davis (Director) $0 $0 $0
Richard Hamilton (Director) $0 $0 $0
Edward Karlovich (Director) $0 $0 $0
David Martin (Director) $0 $0 $0
Robert Montler (Director) $0 $0 $0
Steven Shapiro Md (Director) $0 $0 $0
Mark Glessner (Director) $0 $0 $0
Paul Spears Md (Director) $0 $0 $0
Jonathan Vipond Iii (Director) $0 $0 $0
John Kunkle (Director) $0 $0 $0
Christopher P Markley Esq (Asst. Sec'y/Sr Vp Stat Svc/Gen Counsel) $0 $589,542 $31,098
William H Pugh (Evp Treasurer/Cfo) $0 $847,217 $24,208
Michael A Young (Former President/Ceo (Res. 3/17)) $0 $1,220,119 $20,822

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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