UPMC LITITZ (EIN 820844453) - 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

2017

Legal Domicile

Principal Officer

GREG MITSTIFER

Phone

7172318245

Tax Period

2023-07-01 to 2024-06-30

UPMC LITITZ, founded in 2017, is a major nonprofit in the Health Care sector that reported $131.6M in total revenue in fiscal year 2023.

Mission

UPMC LITITZ' MISSION IS TO PROVIDE HEALTHCARE SERVICES TO ALL MEMBERS OF THE SURROUNDING COMMUNITIES.

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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 $659,802

Program Service Revenue $130,690,148

Investment Income $34,478

Other Revenue $200,112

TOTAL REVENUE $131,584,540

Expense Breakdown

Grants Paid $183,556

Salaries & Benefits $54,103,331

Fundraising Expenses $0

Program Expenses $124,772,167

Other Expenses $78,407,050

TOTAL EXPENSES $132,693,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$131,584,540	$130,296,854	+0.0%
Expenses	$132,693,937	$133,457,876	0.0%
Net Income	$-1,109,397	$-3,161,022	-0.6%

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

748

Volunteers

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

$3,521,962

Total Directors

$2,556,754

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG NEIDICH	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
MARK GLESSNER	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANTHONY GUARRACINO DO	DIRECTOR	1.00	Director	$0	$35,154	$515,556
JOEL YUHAS	DIRECTOR	1.00	Director	$0	$0	$0
AMY MEISTER DO	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS NICHOLSON MD	DIRECTOR	1.00	Director	$0	$38,305	$814,417
RICHARD HAMILTON	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MONTLER	DIRECTOR	1.00	Director	$0	$0	$0
YVONNE HOLLINS	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN PAVELKO	DIRECTOR	1.00	Director	$0	$0	$0
BARRY SCHOCH	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SPEARS MD	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN VIPOND III ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HICKEY	DIRECTOR	1.00	Director	$0	$41,949	$296,936
TROY MORITZ DO	DIRECTOR (R 6/24)	1.00	Director	$0	$38,355	$929,845
DAVID MARTIN	DIRECTOR (R 12/23)	1.00	Director	$0	$0	$0
LOUIS BAVERSO	PRESIDENT & COO (R 9/23)	1.00	Officer	$0	$65,783	$851,386
GREG MITSTIFER	CFO	5.00	Officer	$0	$47,616	$298,898
CHRISTINE MILLER ESQ	SECRETARY/ASSOC. COUNSEL	5.00	Officer	$0	$77,031	$504,918
AMANDA MORGAN	ASSISTANT TREASURER	1.00	Officer	$0	$41,705	$276,009
KERRY MALONEY	ASSISTANT SECRETARY	5.00	Officer	$0	$44,942	$243,718
DAVID GIBBONS	PRESIDENT	5.00	Officer	$0	$140,493	$1,347,033
LAURA COPPULA	PHARMACIST	40.00	Highest	$174,609	$20,345	$194,954
DAVID BENNER	PHARMACIST	40.00	Highest	$171,679	$16,592	$188,271
BARRY MITCHNECK	CNO, DIRECTOR PATIENT CARE SVCS.	40.00	Highest	$171,187	$16,343	$187,530
JOHN SOKSO	PHARMACIST	40.00	Highest	$165,612	$17,046	$182,658
MARIA FINNEY	SUPV. CHIEF PHARMACIST	40.00	Highest	$162,130	$18,458	$180,588
PHILIP W GUARNESCHELLI	FMR PRESIDENT AND CEO (R 9/22)	0.00		$0	$24,232	$1,152,327

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
2024	$131,584,540	$132,693,937	$65,496,154	$-1,109,397
2023	$130,296,854	$133,457,876	$62,572,302	$-3,161,022
2022	$123,904,867	$124,960,385	$63,287,588	$-1,055,518
2021	$116,293,290	$119,667,064	$73,222,882	$-3,373,774
2019	$83,139,500	$99,467,721	$81,864,299	$-16,328,221
2018	$61,681,362	$67,894,537	$68,903,539	$-6,213,175

UPMC LITITZ