UPMC WESTERN MARYLAND CORPORATION (EIN 520591531) - 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

1905

Legal Domicile

Principal Officer

AMBER RUBLE

Phone

2409648002

Tax Period

2023-07-01 to 2024-06-30

UPMC WESTERN MARYLAND CORPORATION, founded in 1905, is a major nonprofit in the Health Care sector that reported $407.0M in total revenue in fiscal year 2023. Expenses of $380.8M left a modest 6% surplus.

Mission

UPMC MAY PROVIDE THE FOLLOWING BENEFITS TO CERTAIN EXECUTIVES WHEN THEY ARE NECESSARY TO ACHIEVE UPMC'S CHARITABLE MISSION OBJECTIVES: FIRST-CLASS OR PAYMENTS; AND/OR BUSINESS CLUB DUES OR INITIATION FEES. PROVISION OF ANY IS SUBJECT TO REVIEW AND APPROVAL PROCESSES, AND IS TREATED AS TAXABLE CHARTER TRAVEL; TRAVEL FOR COMPANIONS; TAX INDEMNIFICATION OR GROSS UP SUCH BENEFITS IS PREDICATED ON COMPLIANCE WITH THE ORGANIZATION'S POLICIES, INCOME TO THE EXECUTIVES WHERE REQUIRED UNDER THE INTERNAL REVENUE CODE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $400,000

Program Service Revenue $389,317,848

Investment Income $12,609,556

Other Revenue $4,690,290

TOTAL REVENUE $407,017,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $219,165,819

Fundraising Expenses $0

Program Expenses $357,120,626

Other Expenses $161,607,646

TOTAL EXPENSES $380,773,465

Year-over-Year Comparison

	2023	2022	Change
Revenue	$407,017,694	$398,918,111	+0.0%
Expenses	$380,773,465	$357,819,842	+0.1%
Net Income	$26,244,229	$41,098,269	-0.4%

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

2146

Volunteers

223

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

$1,192,282

Total Directors

Key Employees

$1,593,718

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ANN JENKINS	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
JONATHAN HUTCHERSON	VICE CHAIR	4.00	Officer Director	$0	$0	$0
KEITH L FUNKHOUSER	TREASURER	4.00	Officer Director	$0	$0	$0
DAVID T MARTIN	SECRETARY	4.00	Officer Director	$0	$0	$0
DAVID BURWELL MD	BOARD MEMBER	3.00	Director	$0	$0	$0
ROLF K HAARSTAD AIA	BOARD MEMBER	3.00	Director	$0	$0	$0
DAVID GIBBONS	BOARD MEMBER	3.00	Director	$0	$0	$0
EILEEN SIMMONS	BOARD MEMBER	3.00	Director	$0	$0	$0
CARISSA RODEHEAVER	BOARD MEMBER	3.00	Director	$0	$0	$0
KIM B LEONARD	BOARD MEMBER	3.00	Director	$0	$0	$0
JOHN N PAPPAS MD	BOARD MEMBER	3.00	Director	$0	$0	$0
COURTNEY A THOMAS-WINTERBERG	BOARD MEMBER	3.00	Director	$0	$0	$0
RICHARD WADAS	BOARD MEMBER	3.00	Director	$0	$0	$0
MICHELE R MARTZ	PRESIDENT	40.00	Officer	$681,984	$228,654	$910,638
AMBER RUBLE	CFO, UPMC WESTERN MARYLAND	40.00	Officer	$227,969	$53,675	$281,644
JAMES KARSTETTER	CHIEF NURSING OFFCR/VP, PATIENT CARE SRVC	40.00	Key Emp	$286,616	$57,809	$344,425
MATTHEW SIMMONS MD	VP, MEDICAL AFFAIRS, WMD	40.00	Key Emp	$446,229	$51,095	$497,324
KEVIN R TURLEY	VP, OPERATIONS	40.00	Key Emp	$398,209	$125,652	$523,861
CHRISTINE LECHLITER	DIRECTOR OF NURSING	40.00	Key Emp	$198,137	$29,971	$228,108
OR COHEN-INBAR MD	NEUROSURGEON	40.00	Highest	$1,191,532	$28,137	$1,219,669
RICHARD STRAUSS MD	NEUROSURGEON	40.00	Highest	$1,041,809	$35,275	$1,077,084
VAMSHIDHAR VOOTLA MD	GASTROENTEROLOGIST	40.00	Highest	$805,710	$36,136	$841,846
CHRISTOPHER HAAS MD	CARDIOLOGIST	40.00	Highest	$841,686	$43,887	$885,573
MARK G NELSON MD	CARDIOTHORACIC SURGEON	40.00	Highest	$789,385	$85,317	$874,702
EMME CHAPMAN-JACKSON MD	FORMER MEDICAL STAFF PRESIDENT	40.00		$623,329	$26,610	$649,939

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
2025	No data	No data	No data	No data
2024	$407,017,694	$380,773,465	$323,568,218	$26,244,229
2023	$398,918,111	$357,819,842	$389,832,576	$41,098,269
2022	$373,167,211	$352,827,324	$429,073,665	$20,339,887
2021	$389,297,426	$333,518,595	$700,315,252	$55,778,831
2020	$378,434,733	$345,439,087	$634,435,651	$32,995,646
2019	$346,321,607	$334,304,855	$536,398,919	$12,016,752
2018	$341,709,122	$323,574,068	$537,411,756	$18,135,054

UPMC WESTERN MARYLAND CORPORATION