UPMC CARLISLE

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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 CARLISLE, founded in 2017, is a major nonprofit in the Health Care sector that reported $179.5M in total revenue in fiscal year 2023. Expenses of $156.6M left a modest 13% surplus.

Mission

UPMC CARLISLE'S MISSION IS TO SERVE THE COMMUNITY BY PROVIDING ACCESS TO OUTSTANDING PATIENT CARE AND TO SHAPE TOMORROW'S HEALTH CARE SYSTEM THROUGH CLINICAL AND TECHNOLOGICAL INNOVATION, RESEARCH AND EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $149,334,842 Revenue: $178,069,371

UPMC CARLISLE ("THE HOSPITAL") IS PART OF UPMC IN CENTRAL PA (UPMC PINNACLE), A DIVISION OF UPMC. UPMC IS A WORLD-RENOWNED NONPROFIT HEALTH CARE PROVIDER AND INSURER WITH 100,000 EMPLOYEES-INCLUDING MORE THAN 5,000 PHYSICIANS-CARING FOR PATIENTS ACROSS MORE THAN 40 HOSPITALS AND 800 OUTPATIENT SITES IN PENNSYLVANIA, NEW YORK, AND MARYLAND, AS WELL AS OVERSEAS. UPMC INSURANCE SERVICES COVERS MORE THAN 4 MILLION MEMBERS. SEE SCHEDULE O

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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 $557,141

Program Service Revenue $178,235,610

Investment Income $22,749

Other Revenue $663,986

TOTAL REVENUE $179,479,486

Expense Breakdown

Grants Paid $157,211

Salaries & Benefits $67,481,399

Fundraising Expenses $0

Program Expenses $149,334,842

Other Expenses $89,006,489

TOTAL EXPENSES $156,645,099

Year-over-Year Comparison

	2023	2022	Change
Revenue	$179,479,486	$174,109,816	+0.0%
Expenses	$156,645,099	$157,859,839	0.0%
Net Income	$22,834,387	$16,249,977	+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

980

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
DOUGLAS NEIDICH	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
MARK GLESSNER	BOARD VICE CHAIRMAN	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
BARRY SCHOCH	DIRECTOR	1.00	Director	$0	$0	$0
EILEEN SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN VIPOND III ESQ	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN PAVELKO	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SPEARS MD	DIRECTOR	1.00	Director	$0	$0	$0
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
THOMAS NICHOLSON MD	DIRECTOR	1.00	Director	$0	$38,305	$814,417
TROY MORITZ DO	DIRECTOR (R 6/24)	1.00	Director	$0	$38,355	$929,845
JOHN HICKEY	DIRECTOR	1.00	Director	$0	$41,949	$296,936
DAVID MARTIN	DIRECTOR (R 12/23)	1.00	Director	$0	$0	$0
DAVID GIBBONS	PRESIDENT	5.00	Officer	$0	$140,493	$1,347,033
CHRISTINE MILLER ESQ	SECRETARY/ASSOC. COUNSEL	5.00	Officer	$0	$77,031	$504,918
KERRY MALONEY	ASSISTANT SECRETARY	5.00	Officer	$0	$44,942	$243,718
GREG MITSTIFER	CFO	5.00	Officer	$0	$47,616	$298,898
AMANDA MORGAN	ASSISTANT TREASURER	1.00	Officer	$0	$41,705	$276,009
LOUIS BAVERSO	PRESIDENT & COO (R 9/23)	1.00	Officer	$0	$65,783	$851,386
JARROD JOHNSON	PRESIDENT, UPMC CARLISLE	40.00	Highest	$434,568	$81,778	$516,346
JENNIFER PORCOPIO	SR. PROFESSIONAL STAFF NURSE, BSN	40.00	Highest	$208,541	$54,765	$263,306
MANDY MARTIN	CNO, VP PATIENT CARE SERVICES	40.00	Highest	$173,763	$42,110	$215,873
PAUL MAKOSKY	PHARMACIST	40.00	Highest	$150,246	$43,917	$194,163
SOMMER DAMITER	SUPERVISOR CHIEF PHARMACIST	40.00	Highest	$175,101	$14,803	$189,904
PHILIP W GUARNESCHELLI	FMR PRESIDENT & 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	$179,479,486	$156,645,099	$107,264,093	$22,834,387
2023	$174,109,816	$157,859,839	$100,957,209	$16,249,977
2022	$165,871,506	$155,721,093	$99,295,072	$10,150,413
2021	$154,415,164	$137,319,257	$103,353,183	$17,095,907
2019	$129,679,515	$115,513,612	$112,663,087	$14,165,903
2018	$109,139,625	$115,859,433	$113,052,683	$-6,719,808