Return of Organization Exempt from Income
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l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93490135008019 Return of Organization Exempt From Income Tax OMB No 1545-0047 Form 990 Under section 501 (c), 527, or 4947( a)(1) of the Internal Revenue Code ( except black lung benefit trust or private foundation) 2 00 7_ Department of the Open -The organization may have to use a copy of this return to satisfy state reporting requirements Treasury Inspection Internal Revenue Service A For the 2007 calendar year, or tax year beginning 07 -01-2007 and ending 06 -30-2008 C Name of organization D Employer identification number B Check if applicable Please UPMC GROUP 1 Address change use IRS 20-8295721 label or Number and street (or P 0 box if mail is not delivered to street address ) Room/ suite E Telephone number F Name change print or type . See 600 GRANT STREET 58TH FLOOR (412) 647-8762 1 Initial return Specific C /O CORPORATE TAX DEPARTMENT Instruc - City or town, state or country , and ZIP + 4 FAccounting method fl Cash F Accrual F_ Final return tions . PITTSBURGH, PA 15219 (- Other ( specify) 0- (- Amended return (Application pending * Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable H and I are not applicable to section 527 organizations trusts must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group return for affiliates? F Yes F No H(b) If "Yes" enter number of affiliates - 36 G Website:1- wwwUPMC COM H(c) Are all affiliates included? F Yes F No (If "No," attach a list See instructions ) I Organization type (check only one) 1- F9!!+ 501(c) (3) -4 (insert no ) (- 4947(a)(1) or F_ 527 H(d) Is this a separate return filed by an organization Check here 1- 1 if the organization is not a 509(a)(3) supporting organization and its gross receipts are K covered by a group ruling? (- Yes F No normally not more than 25,000 A return is not required, but if the organization chooses to file a return, be sure to file a complete return I Group Exemption Number - 9707 M Check - 1 if the organization is not required to L Gross receipts Add lines 6b, 8b, 9b, and 10b to line 12 - 6,217,258,556 attach Sch B (Form 990, 990-EZ, or 990-PF) n i Revenue . Expenses . and Chances in Net Assets or Fund Balances (See the instructions.) 1 Contributions, gifts, grants, and similar amounts received a Contributions to donor advised funds la b Direct public support (not included on line 1a) . lb 53,035,437 c Indirect public support (not included on line 1a) . 1c 20,130,464 d Government contributions (grants) (not included on line 1a) ld 58,103,859 1e 131,269,760 e Total (add lines la through 1d) (cash $ 130,509,112 noncash $ 760,64 8 2 Program service revenue including government fees and contracts (from Part V II, line 93) 2 5,704,355,927 3 Membership dues and assessments 3 4 Interest on savings and temporary cash investments 4 7,554,413 5 Dividends and interest from securities 5 11,861,340 6a Gross rents 6a b Less rental expenses 6b c Net rental income or (loss) subtract line 6b from line 6a . 6c 7 Other investment income (describe - ) 7 8a Gross amount from sales of assets (A) Securities (B) Other a other than inventory 360,935,464 8a 1,106,933 b Less cost or other basis and sales expenses 354,131,542 8b 751,934 c Gain or (loss) (attach schedule) . 6,803,922 Sc 354,999 d Net gain or (loss) Combine line 8c, columns (A) and (B) . 8d 7,158,921 9 Special events and activities (attach schedule) If any amount is from gaming , check here 0-F a Gross revenue (not including $ of contributions reported on line 1b) 9a 1,184,993 b Less direct expenses other than fundraising expenses . 9b 755,504 c Net income or (loss) from special events Subtract line 9b from line 9a . c 580,785 10a Gross sales of inventory, less returns and allowances . 10a b Less cost of goods sold 10b c Gross profit or (loss) from sales of inventory (attach schedule) Subtract line 10b from line 10a 10c 11 Other revenue (from Part VII, line 103) 11 12 Total revenue Add lines le, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11 12 5,861,619,576 13 Program services (from line 44, column (B)) . 13 5,078,913,306 14 Management and general (from line 44, column (C)) . 14 588,760,331 FU 15 Fundraising (from line 44, column (D)) . 15 3,838,376 CL w 16 Payments to affiliates (attach schedule) 16 17 Total expenses Add lines 16 and 44, column (A) . 17 5,671,512,013 18 Excess or (deficit) for the year Subtract line 17 from line 12 . 18 190,107,563 19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19 2,974,328,153 20 Other changes in net assets or fund balances (attach explanation) . 20 161,037,059 21 Net assets or fund balances at end of year Combine lines 18, 19, and 20 21 3,325,472,775 For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions . Cat No 11282Y Form 990 (2007) Form 990 (2007) Page 2 Statement of All organizations must complete column (A) Columns (B), (C), and (D) are required for section Functional Expenses 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others (See the instructions.) Do not include amounts reported on line (B) Program (C) Management ( A) Total (D) Fundraising 6b, 8b, 9b, 1Ob, or 16 of Part I. services and general 22a Grants paid from donor advised funds (attach Schedule) (cash $ 0 noncash $ 0 If this amount includes foreign grants, check here F 22a 22b Other grants and allocations (attach schedule) (cash $ 128,368 noncash $ 0 If this amount includes foreign grants, check here F 22b 128,368 128,368 23 Specific assistance to individuals (attach schedule) 23 24 Benefits paid to or for members (attach schedule) 24 25a Compensation of current officers, directors, key employees etc Listed in Part V-A (attach schedule) 25a 64,728,287 12,914,188 51,814,099 0 b Compensation of former officers, directors, key employees etc listed in Part V-B (attach schedule) 25b 3,372,048 0 3,372,048 0 c Compensation and other distributions not icluded above to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) (attach schedule) 25c 26 Salaries and wages of employees not included on lines 25a, b and c 26 2,352,219,579 2,095,656,783 256,562,796 0 27 Pension plan contributions not included on lines 25a, b and c 27 63,690,255 56,455,823 7,234,432 28 Employee benefits not included on lines 25a - 27 28 242,443,139 212,162, 027 30,281,112 0 29 Payroll taxes 29 126,305,963 110,332,904 15,973,059 0 30 Professional fundraising fees 30 31 Accounting fees 31 3,058,131 107,325 2,950,806 32 Legal fees 32 13,375,230 852,158 12,523,072 33 Supplies 33 697,843,023 681,960,232 15,867,267 15,524 34 Telephone 34 24,695,038 15,013,352 9,662,653 19,033 35 Postage and shipping 35 5,273,787 2,736,400 2,521,042 16,345 36 Occupancy 36 142,685,884 128,679,029 13,794,093 212,762 37 Equipment rental and maintenance 37 83,210,420 56,554,443 26,651,581 4,396 38 Printing and publications 38 7,773,591 5,189,136 2,543,456 40,999 39 Travel 39 14,195,042 11,057,664 3,137,378 40 Conferences, conventions, and meetings 40 625,782 614,063 11,719 41 Interest 41 4,941,139 4,941,139 42 Depreciation, depletion, etc (attach schedule) 42 269,595,656 269,595,656 43 Other expenses not covered above (itemize) a See Additional Data Table 43a b 43b c 43c d 43d e 43e f 43f g 43g 44 Total functional expenses . Add lines 22a through 43g (Organizations completing columns (B)-(D), carry these totals to lines 13-15) 44 5,671,512,013 5,078,913,306 588,760,331 3,838,376 Joint Costs . Check - fl if you are following SOP 98-2 Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services ' fl Yes F No If "Yes," enter ( i) the aggregate amount of these joint costs $ 0 , (ii) the amount allocated to Program services $ 0 (iii) the amount allocated to Management and general $ 0 , and (iv) the amount allocated to Fundraising $0 Form 990 (2007) Form 990 (2007) Page 3 f iii Statement of Program Service Accomplishments (See the instructions.) Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented on its return Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments Program Service What is the organization ' s primary exempt purpose ? 1 HEALTHCARE SEE GENERAL EXPLANATION Expenses ATTACHMENT (Required for 501(c)( 3) and All organizations must describe their exempt purpose achievements in a clear and concise manner State the number of clients served, (4) orgs , and 4947(a)(1) publications issued, etc Discuss achievements that are not measurable ( Section 501(c)(3) and ( 4) organizations and 4947( a)(1) nonexempt trusts, but optional for charitable trusts must also enter the amount of grants and allocations to others others a SEE GENERAL EXPLANATION ATTACHMENT (Grants and allocations $ ) If this amount includes foreign grants, check here 0- F- 5,078,913,306 b (Grants and allocations $ ) If this amount includes foreign grants, check here F- c (Grants and allocations $ ) If this amount includes foreign grants, check here F- d (Grants and allocations $ ) If this amount includes foreign grants, check here F e Other program services ( attach schedule) (Grants and allocations $ ) If this amount includes foreign grants, check here F- f Total of Program Service Expenses (should equal line 44, column ( B), Program services ) 0- 5,078,913,306 Form 990 (2007) Form 990 (2007) Page 4 Balance Sheets (See the instructions.) Note : Where required, attached schedules and amounts within the description (A) (B) column should be for end-of-year amounts only.