UPMC PINNACLE LANCASTER (EIN 820896436) - 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 PINNACLE LANCASTER, founded in 2017, is a small nonprofit in the Health Care sector that reported $251K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $183K, a strong 73% operating margin.

Mission

FORMERLY OPERATED A COMMUNITY HOSPITAL; OPERATIONS HAVE BEEN TRANSFERRED TO A SIBLING HOSPITAL.

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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 $0

Program Service Revenue $249,210

Investment Income $-30,668

Other Revenue $32,700

TOTAL REVENUE $251,242

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $12,761

Other Expenses $68,692

TOTAL EXPENSES $68,692

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,242	$216,898	+0.2%
Expenses	$68,692	$554,535	-0.9%
Net Income	$182,550	$-337,637	-1.5%

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

N/A

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	10.00	Officer	$0	$140,493	$1,347,033
CHRISTINE MILLER ESQ	SECRETARY/ASSOC. COUNSEL	10.00	Officer	$0	$77,031	$504,918
KERRY MALONEY	ASSISTANT SECRETARY	10.00	Officer	$0	$44,942	$243,718
GREG MITSTIFER	CFO	10.00	Officer	$0	$47,616	$298,898
AMANDA MORGAN	ASSISTANT TREASURER	10.00	Officer	$0	$41,705	$276,009
LOUIS BAVERSO	PRESIDENT & COO (R 9/23)	10.00	Officer	$0	$65,783	$851,386
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	$251,242	$68,692	No data	$182,550
2023	$216,898	$554,535	$12,817	$-337,637
2022	$1,017,925	$1,457,376	$1,785	$-439,451
2021	$-949,184	$2,450,515	$5,252,831	$-3,399,699
2020	$917,272	$3,312,220	$7,810,221	$-2,394,948
2019	$56,948,616	$76,821,287	$42,242,358	$-19,872,671
2018	$110,340,777	$124,453,352	$69,572,442	$-14,112,575

UPMC PINNACLE LANCASTER