UPMC JAMESON (EIN 250965406) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1926

Legal Domicile

Principal Officer

BRIAN FRITZ

Phone

4126472345

Tax Period

2017-07-01 to 2018-06-30

UPMC JAMESON, founded in 1926, is a major nonprofit in the Health Care sector that reported $105.9M in total revenue in fiscal year 2017.

Mission

TO PROVIDE A CONTINUUM OF QUALITY HEALTH AND HUMAN SERVICES TO ALL INDIVIDUALS IN NEED WHO RESIDE WITHING OUR AREA REGARDLESS OF THEIR ABILITY TO PAY FOR AVAILABLE HEALTH SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2017)

Revenue Breakdown

Contributions & Grants $274,388

Program Service Revenue $105,981,790

Investment Income $-349,545

Other Revenue $-13,681

TOTAL REVENUE $105,892,952

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,626,733

Fundraising Expenses $0

Program Expenses $90,889,568

Other Expenses $60,148,306

TOTAL EXPENSES $114,775,039

Year-over-Year Comparison

	2017	2016	Change
Revenue	$105,892,952	$108,122,576	0.0%
Expenses	$114,775,039	$108,374,990	+0.1%
Net Income	$-8,882,087	$-252,414	+34.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

1098

Volunteers

143

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

$1,207,302

Key Employees

$1,218,974

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Frank Mindicino	Chairman	1.0	Officer Director	$0	$0	$0
Frank Moses	Co-Chairman	1.0	Officer Director	$0	$0	$0
Ronald McCall	Secretary	1.0	Officer Director	$0	$0	$0
Jay Bruce	Treasurer	1.0	Officer Director	$0	$0	$0
Tulio Estrada-Quintero MD	Director	1.0	Director	$0	$39,069	$575,735
Linda Evans	Director	1.0	Director	$0	$0	$0
Steve Gargasz	Director	1.0	Director	$0	$0	$0
Richard Hamilton R 13118	Director	1.0	Director	$0	$0	$0
Hendley Hoge	Director	1.0	Director	$0	$0	$0
Cheryl Kimmel	Director	1.0	Director	$0	$0	$0
Thomas J MalvarMD11117	Director	1.0	Director	$0	$0	$0
Louis Merryman	Director	1.0	Director	$0	$0	$0
J Christopher Miller	Director	1.0	Director	$0	$0	$0
Donald Owery	President	1.0	Director Key Emp	$0	$102,751	$631,567
Kenneth Romig	Director	1.0	Director	$0	$0	$0
Michael Walton R 1218	Director	1.0	Director	$0	$0	$0
Steven Warner R 43018	Chairman	1.0	Officer Director	$0	$0	$0
Chris Wright	Director	1.0	Director	$0	$0	$0
Thomas Newman R 8617	Chief Financial Officer	1.0	Key Emp	$0	$27,366	$171,753
Brian Fritz J 10117	Chief Financial Officer	1.0	Key Emp	$0	$30,677	$236,999
Albert Boland	Chief Operating Officer	1.0	Key Emp	$0	$28,665	$178,655
Angel Toca MD	Physician	40.0	Highest	$329,601	$36,657	$366,258
Bienvenido Ong MD	Physician	40.0	Highest	$327,848	$35,308	$363,156
Kenneth Molinero MD	Physician	40.0	Highest	$288,894	$18,115	$307,009
Majed Sarouf Maalouf MD	Physician	40.0	Highest	$247,463	$9,795	$257,258
Steven Hand MD	Physician	40.0	Highest	$522,056	$22,745	$544,801
Douglas Danko	President	0.0		$0	$42,977	$545,812
James Aubel	Former CFO	0.0		$0	$0	$150,053

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2018	$105,892,952	$114,775,039	$122,342,039	$-8,882,087

UPMC JAMESON