UPMC Sunbury

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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

STEVEN JOHNSON

Phone

4126472345

Tax Period

2019-07-01 to 2020-06-30

UPMC Sunbury, founded in 2017, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2019. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $16.2M exceeded revenue, resulting in a 51% operating deficit.

Mission

UPMC Sunbury is a subsidiary of UPMC Susquehanna. The mission of UPMC Susquehanna and its subsidiaries is to serve our community by providing outstanding patient care and shaping tomorrow's health care through clinical and technological innovation, research and education.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,882,818

Investment Income $-164,404

Other Revenue $0

TOTAL REVENUE $10,718,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,329,584

Fundraising Expenses $0

Program Expenses $13,704,051

Other Expenses $8,833,960

TOTAL EXPENSES $16,163,544

Year-over-Year Comparison

	2019	2018	Change
Revenue	$10,718,414	$21,218,468	-0.5%
Expenses	$16,163,544	$23,034,592	-0.3%
Net Income	$-5,445,130	$-1,816,124	+2.0%

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

150

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

$1,427,725

Total Directors

$3,215,405

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven P Johnson	President/Board Secretary	1.0	Officer Director	$0	$132,719	$1,129,071
David Lopatofsky MD	Director	1.0	Director	$0	$106,382	$781,504
Daniel Glunk MD	Director	1.0	Director	$0	$31,692	$396,472
Eric Pohjala	Former CFO	1.0		$0	$2,230	$368,280
Jennifer R Rager-Kay DO	Director	1.0	Director	$0	$18,109	$318,767
Donald Owrey	President/COO (J 9/1/2019)	1.0	Officer	$0	$92,974	$298,654
Patti Jackson-Gehris	Director	1.0	Director	$0	$28,332	$283,242
Catharine L Keister	Director, Nursing	40.0	Highest	$138,810	$42,863	$181,673
Heather Stafford	Director	1.0	Director	$0	$53,721	$179,226
Robert D Williams	President - SUS	40.0	Highest	$159,549	$9,504	$169,053
Christine Martin	Professional Staff Nurse	40.0	Highest	$101,506	$48,935	$150,441
Cheryl Stayton	Director (R 10/30/2019)	1.0	Director	$0	$11,160	$127,123
Lynn M Taggart	Unit Director	40.0	Highest	$115,216	$10,117	$125,333
Jeanne Rozowski	Unit Director	40.0	Highest	$103,440	$17,671	$121,111
Davie Jane Gilmour	Board Chair	1.0	Officer Director	$0	$0	$0
Charles M Pagana II MD	Director	1.0	Director	$0	$0	$0
Justin Michaels	Director	1.0	Director	$0	$0	$0
Tom Mertz	Director	1.0	Director	$0	$0	$0
Christopher Stockhausen	Chief Financial Officer	1.0	Officer	$0	$0	$0
Bob Kane	Regional President	1.0	Officer	$0	$0	$0

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
2020	$10,718,414	$16,163,544	$6,204,114	$-5,445,130
2019	$21,218,468	$23,034,592	$9,907,771	$-1,816,124