2024-05-14T15:11:41+00:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2022-07-01 820880337 UPMC Carlisle UPMC 7172318245 PO BOX 8700 HARRISBURG PA 171058700 GREG MITSTIFER CHIEF FINANCIAL OFFICER 7172318245 2024-05-14 true GREg Mitstifer 999009999 true KERRI N BOGDA CPA P00760402 7177404863 2022 2023-04-26 12:10:37Z GREG MITSTIFER PO BOX 8700 HARRISBURG PA 171058700 174149568 false X WWW.UPMC.COM/CAMPAIGNS/SOUTHCENTRAL-PA X 2017 PA UPMC CARLISLE IS A COMMUNITY HOSPITAL THAT PROVIDES COMPASSIONATE AND SAFE MEDICAL SERVICES OF THE HIGHEST QUALITY. 17 14 917 59 77278 0 1423373 1118125 162805815 172189016 16832 57928 1625486 744747 165871506 174109816 197772 173631 0 56238814 62029720 0 0 99284507 95656488 155721093 157859839 10150413 16249977 99295072 100957209 103347193 98184988 -4052121 2772221 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. false false 141668689 173631 172111738 BASED IN CARLISLE, PA, UPMC CARLISLE OFFERS A WIDE RANGE OF SERVICES INCLUDING, BUT NOT LIMITED TO, CLINICAL AND TECHNOLOGICAL INNOVATION, RESEARCH AND EDUCATION. UPMC CARLISLE IS A 165-BED FACILITY IN THE HEART OF CUMBERLAND COUNTY THAT PROVIDES CANCER CARE, EMERGENCY CARE, LABORATORY AND IMAGING SERVICES, A LEVEL II NICU, ORTHOPEDICS, REHABILITATION, SURGERY, AND A WOMEN'S CENTER. UPMC CARLISLE IS PROUD TO HAVE SERVED THE COMMUNITY SINCE 1913. UPMC WILL LEAD THE TRANSFORMATION OF HEALTH CARE. THE UPMC MODEL WILL BE NATIONALLY RECOGNIZED FOR REDEFINING HEALTH CARE BY: -PUTTING OUR PATIENTS, HEALTH PLAN MEMBERS, EMPLOYEES, AND COMMUNITY AT THE CENTER OF EVERYTHING WE DO AND CREATING A MODEL THAT ENSURES THAT EVERY PATIENT GETS THE RIGHT CARE, IN THE RIGHT WAY, AT THE RIGHT TIME, EVERY TIME. -HARNESSING OUR INTEGRATED CAPABILITIES TO DELIVER BOTH SUPERB STATE-OF-THE-ART CARE TO OUR PATIENTS AND HIGH VALUE TO OUR STAKEHOLDERS. -EMPLOYING OUR PARTNERSHIP WITH THE UNIVERSITY OF PITTSBURGH TO ADVANCE THE UNDERSTANDING OF DISEASE, ITS PREVENTION, TREATMENT, AND CURE. -SERVING THE UNDERSERVED AND DISADVANTAGED AND ADVANCING EXCELLENCE AND INNOVATION THROUGHOUT HEALTH CARE. -FUELING THE DEVELOPMENT OF NEW BUSINESSES GLOBALLY THAT ARE CONSISTENT WITH OUR MISSION AS AN ONGOING CATALYST AND DRIVER OF ECONOMIC DEVELOPMENT FOR THE BENEFIT OF THE RESIDENTS OF THE REGION. UPMC CARLISLE SERVES CUMBERLAND AND PERRY COUNTIES. IN KEEPING WITH OUR MISSION OF CARING FOR ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, UPMC CARLISLE HOSPITAL IS A FORCE FOR STABILITY, STRENGTH, AND RELIABILITY FOR THOSE SERVED. IN ADDITION TO FINANCIAL SUPPORT, ONE OF OUR FUNDAMENTAL VALUES AT UPMC CARLISLE IS OUR COMMITMENT TO OUR LOCAL COMMUNITY. UPMC CARLISLE MAINTAINS THIS COMMITMENT BOTH COLLECTIVELY AS AN ORGANIZATION AND INDIVIDUALLY IN OUR PERSONAL CONTRIBUTIONS. OUR ASSOCIATES, PHYSICIANS AND HOSPITAL VOLUNTEERS CONTINUOUSLY SEEK WAYS TO PROVIDE THE HIGHEST QUALITY CARE AVAILABLE TO OUR PATIENTS AND TO TAKE IMPORTANT HEALTH EDUCATION AND AWARENESS INFORMATION OUT INTO OUR COMMUNITY. UPMC CARLISLE IS COMMITTED TO OFFERING HIGH-QUALITY HEALTH CARE, STATE-OF-THE-ART EQUIPMENT, EXPANSIVE SERVICES, AND UNIQUE PROGRAMS. EVERY THREE YEARS, UPMC HOSPITALS CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT TO LEARN HOW TO ADDRESS IMPORTANT COMMUNITY HEALTH NEEDS. COMMUNITY HEALTH IMPROVEMENT SERVICES TAKING HEALTH CARE BEYOND THE DOORS OF ITS HOSPITALS, CLINICS, AND OFFICES, AND BRINGING IT INTO THE REGION'S TOWNS, SCHOOLS, AND WORKPLACES, UPMC CARLISLE IS HELPING TO CREATE HEALTHIER COMMUNITIES ACROSS CENTRAL PENNSYLVANIA. THROUGH ITS CHARITABLE GIVING AND COMMUNITY INITIATIVES, UPMC CARLISLE IS MAKING A DIFFERENCE IN THE HEALTH AND WELL-BEING OF ITS NEIGHBORS. FROM PUBLIC HEALTH AND WELLNESS INITIATIVES TO SCHOOL HEALTH SCREENINGS, INSURANCE ENROLLMENT HELP, HOME-VISIT PROGRAMS, CHARITY CARE, AND FREE HEALTH CLASSES, UPMC CARLISLE PROVIDES BENEFITS TO THE COMMUNITY. UPMC CARLISLE OFFERS A VARIETY OF FREE COMMUNITY PROGRAMS THAT ARE MAKING A DIFFERENCE IN THE LIVES OF CENTRAL PENNSYLVANIANS EVERY DAY, INCLUDING: -HEALTH EDUCATION SEMINARS ARE HELD AT VARIOUS LOCATIONS WITHIN THE COMMUNITY TO EDUCATE PEOPLE ON VARIOUS CONDITIONS. -WELLNESS AND SCREENING PROGRAMS ARE PROVIDED INCLUDING: - CHOLESTEROL SCREENINGS - PROSTATE SCREENINGS - INFANT DEVELOPMENT SCREENINGS - SPEECH AND HEARING SCREENINGS - DEPRESSION AND ANXIETY SCREENINGS - BONE DENSITY SCREENINGS - NUTRITION THERAPY EDUCATION PROGRAMS - LEAD POISONING SCREENINGS 141668689 true false false false false false false false false true false false false true true false true false false false false false false false false true true true false true false false false false false false false false false false false false false true false false false true X 0 0 917 true true true false false false false false false false false false false false X 17 14 false false false false true true true true true false false true true true true true true true true false PA X GREG MITSTIFER CFO 7172318032 PO BOX 8700 HARRISBURG PA 171058700 Douglas Neidich Board Chairman 1.0 1.0 X X 0 0 0 Mark Glessner Board Vice Chairman 1.0 1.0 X X 0 0 0 Philip W Guarneschelli President & CEO (R 9/22) 1.0 40.0 X X 0 1474461 62394 Barry Schoch Director 1.0 1.0 X 0 0 0 Carolyn Kreamer PhD Director 1.0 1.0 X 0 0 0 David Martin Director 1.0 15.0 X 0 0 0 Eileen Simmons Director 1.0 1.0 X 0 0 0 John Hickey Director 1.0 1.0 X 0 0 0 Jonathan Vipond III Esq Director 1.0 1.0 X 0 0 0 Kathleen Pavelko Director 1.0 1.0 X 0 0 0 Kenneth Oken MD Director 1.0 40.0 X 0 467619 48291 Mark Sevco (R 423) Director 1.0 1.0 X 0 0 0 Paul Spears MD Director 1.0 1.0 X 0 0 0 Richard Hamilton Director 1.0 1.0 X 0 0 0 Robert Montler Director 1.0 1.0 X 0 0 0 Senghor Manns Director 1.0 1.0 X 0 0 0 Thomas Nicholson MD Director 1.0 40.0 X 0 827508 60933 Troy Moritz DO Director 1.0 40.0 X 0 946701 34292 Yvonne Hollins Director 1.0 1.0 X 0 0 0 Alison Bernhardt Treasurer/VP & CFO (R 1/23) 1.0 40.0 X 0 550610 23254 Amanda Morgan Assistant Treasurer 1.0 40.0 X 0 194961 27111 Christine Miller Esq Secretary/Assoc. Counsel 1.0 40.0 X 0 408203 62532 Greg Mitstifer CFO 1.0 40.0 X 0 193220 31687 Kerry Maloney Assistant Secretary 1.0 40.0 X 0 171153 22978 Louis Baverso President & COO 1.0 40.0 X 0 874462 124650 Jarrod Johnson President, UPMC Carlisle 40.0 0 X 380134 0 63978 Jennifer Porcopio Professional Staff Nurse, BSN 40.0 0 X 192979 0 26144 Joye Gingrich CNO, VP Patient Care services 40.0 0 X 168056 0 45989 Sommar Damiter Supervisor Chief Pharmacist 40.0 0 X 173621 0 14094 Tracey Rush Unit Director 40.0 0 X 163332 0 37864 1078122 6108898 686191 160 false true false BLUE MOUNTAIN ANESTHESIA ASSO PC PO BOX 829849 PHILADELPHIA PA 19182 ANESTHESIA SERVICES 1844301 QUEST DIAGNOSTICS NICHOLS INSTITUTE INC 875 GREENTREE RD PITTSBURGH PA 15220 LAB SERVICES 725521 NEOGENOMICS LABORATORIES INC PO BOX 864403 ORLANDO FL 32886 LAB SERVICES 489425 ORTHOPEDIC SURGEONS LTD 3399 TRINDLE ROAD CAMP HILL PA 17011 Orthopedic Services 435500 DAVITA 15271 LAGUNA CANYON RD IRVINE CA 92618 DIALYSIS SERVICES 396824 9 1118125 1118125 PATIENT REVENUE, NET 621500 169842110 169764832 77278 ONCOLOGY INFUSION REVENUE 621500 2342403 2342403 RADIOLOGY & LAB SERVICE REVENUE 621990 4503 4503 0 0 0 0 172189016 17736 17736 303855 39752 264103 0 264103 264103 40192 0 40192 40192 40192 CAFETERIA REVENUE 900099 246495 246495 VENDOR REBATES 900099 214856 214856 MISC. INCOME 900099 19293 19293 0 0 0 0 480644 174109816 172111738 77278 802675 X 173631 173631 50246612 47054206 3192406 2158411 2007322 151089 6397788 5949943 447845 3226909 3001025 225884 9043053 9043053 31546153 30571516 974637 0 3928 3928 778879 692891 85988 1164284 1024570 139714 3442094 2684833 757261 59323 40933 18390 13870 13870 2357 2121 236 4789767 4214995 574772 MEDICAL SUPPLIES 19329791 19329791 DRUGS 14071785 14071785 BAD DEBT 4814821 4814821 Premium Tax 2511603 2260443 251160 4084780 3769935 314845 0 157859839 141668689 16191150 0 1175 1175 32216 43371 10390037 12192403 0 0 0 0 1420907 999663 1719515 2924918 111791596 26995917 85731222 84795679 0 0 0 0 99295072 100957209 6858345 1807494 0 0 96488848 96377494 103347193 98184988 X -4052121 2772221 -4052121 2772221 99295072 100957209 X 16249977 -9425635 X false true X true true true X 5309002 5309002 79879530 11785121 68094409 1332043 567589 764454 25219260 14643207 10576053 51761 51761 84795679 OTHER LONG TERM LIABILITIES 829722 DUE TO AFFILIATES 95404016 CAPITAL LEASE 143756 96377494 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote AN EXTERNAL AUDIT IS COMPLETED AT A CONSOLIDATED UPMC SYSTEM LEVEL ONLY, INCLUDING UPMC AND ALL TAXABLE AND TAX-EXEMPT SUBSIDIARIES. TAX BENEFITS ARE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. SUCH TAX POSITIONS ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAX AUTHORITIES ASSUMING FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. AS OF JUNE 30, 2023, UPMC DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS RECORDED. true true X true X 300 true X true true true false true true 1362910 1362910 0.0089 22043610 12055125 9988485 0.0653 0 0.0 0 0 23406520 12055125 11351395 0.0742 262667 262667 0.0017 0 0.0 0 0.0 0 0.0 173631 173631 0.0011 0 0 436298 0 436298 0.0029 0 0 23842818 12055125 11787693 0.0770 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0.0 0 0 0 0 0 0.0 true 1173853 152601 60021274 73841197 -13819923 X true true 1 1 UPMC CARLISLE 361 ALEXANDER SPRING ROAD CARLISLE PA 17015 HTTPS://WWW.UPMC.COM/CAMPAIGNS/SOUTHCENTRAL-PA 035801 X X X UPMC CARLISLE 1 false false true X X X X X X X X X 21 true true false true X HTTP://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX X true 21 true HTTP://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX false true X 300.0 400.0 X X X X true true X X X X true X WWW.UPMC.COM X WWW.UPMC.COM X WWW.UPMC.COM X X X X X X true X false true X false false Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - UPMC CARLISLE. UPMC'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS INCLUDED A PARTNERSHIP WITH EXPERTS AT THE UNIVERSITY OF PITTSBURGH SCHOOL OF PUBLIC HEALTH TO CONDUCT THE CHNA USING A BEST-PRACTICE METHODOLOGY. THE ASSESSMENT BLENDED ANALYSIS OF DOCUMENTED HEALTH AND SOCIOECONOMIC FACTORS WITH A STRUCTURED, COMMUNITY INPUT SURVEY PROCESS. EFFECTIVELY ENGAGING THE COMMUNITY IN A BROAD, SYSTEMATIC WAY, THE SURVEY SOLICITED FEEDBACK FROM COMMUNITY ADVISORY PANELS COMPOSED OF LEADERS OF ORGANIZATIONS THAT REPRESENT PATIENT CONSTITUENCIES, INCLUDING MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY, AND CHRONICALLY ILL POPULATIONS WITHIN THE HOSPITAL'S COMMUNITY. UPMC INVITED NEARLY 3,000 STAKEHOLDERS TO HELP IDENTIFY THEIR COMMUNITY'S MOST PRESSING HEALTH NEEDS. APPENDIX C OF EACH HOSPITAL CHNA REPORT INCLUDES A LIST OF COMMUNITY PARTICIPANTS. WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - UPMC CARLISLE. IN JUNE 2022, THE HOSPITAL FACILITY COMPLETED JOINT CHNAS AS FOLLOWS: CUMBERLAND, DAUPHIN, LANCASTER, AND YORK COUNTY HOSPITALS: UPMC CARLISLE, UPMC HANOVER, UPMC MEMORIAL, UPMC LITITZ, AND UPMC PINNACLE HOSPITALS: INCLUDING UPMC COMMUNITY OSTEOPATHIC, UPMC HARRISBURG, AND UPMC WEST SHORE. Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - UPMC CARLISLE. THROUGH A RIGOROUS CHNA METHODOLOGY, UPMC HOSPITALS IDENTIFIED FOUR MAJOR THEMES REPRESENTING THE SIGNIFICANT HEALTH NEEDS IN THEIR COMMUNITIES: CHRONIC DISEASE MANAGEMENT; BEHAVIORAL HEALTH; ACCESS TO CARE AND NAVIGATING RESOURCES; AND PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING. THE HOSPITALS DEVELOPED STRATEGIC IMPLEMENTATION PLANS TO ADDRESS THESE ISSUES, AS OUTLINED IN THEIR CHNA DOCUMENTS AND COMMUNITY HEALTH STRATEGIC PLANS-SEE SECTION IV OF EACH CHNA REPORT. WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX Schedule H, Part V, Section B, Line 15 Facility , 1 Facility , 1 - UPMC CARLISLE. IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO; HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN INFANTS AND CHILDREN PROGRAMS (WIC), FOOD STAMP ELIGIBILITY, OTHER STATE OR LOCAL ASSISTANCE PROGRAMS THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/ GUARANTOR. 0 Schedule H, Part VI, Line 4 LINE 2, 4, AND 5 Cont'd: LEVERAGING TELEHEALTH TO INCREASE ACCESS TO SPECIALTY CARE: TELEHEALTH SERVICES HAVE PROVEN TO BE EFFECTIVE IN IMPROVING ACCESS TO SPECIALTY CARE FOR PATIENTS AND FAMILIES RESIDING IN RURAL AND UNDERSERVED AREAS. IN PARTNERSHIP WITH UPMC PINNACLE HOSPITALS, UPMC CARLISLE OFFERS TELEHEALTH APPOINTMENTS FOR THE FOLLOWING SPECIALTIES: CARDIOTHORACIC SURGERY, CARDIOVASCULAR DISEASE, ENDOCRINOLOGY, FAMILY MEDICINE, INTERNAL MEDICINE, OBSTETRICS AND GYNECOLOGY, PAIN MANAGEMENT, PEDIATRICS, PULMONOLOGY, AND RHEUMATOLOGY. FROM JULY 2022 THROUGH JUNE 2023, 79,412 TELEMEDICINE APPOINTMENTS WERE CONDUCTED ACROSS UPMC CENTRAL PA HOSPITALS AND 2,253 ATTRIBUTED TO UPMC CARLISLE. PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING: UPMC CARLISLE CONTINUES TO IMPROVE ACCESS TO TRANSPORTATION FOR PATIENTS WHO HAVE DIFFICULTY WITH PRIVATE TRANSPORTATION BY CONNECTING THEM TO PROGRAMS AND SERVICES AVAILABLE IN THE FOUR-COUNTY REGION. UPMC CARLISLE IS WORKING TO ADDRESS TRANSPORTATION BARRIERS TO REDUCE MISSED APPOINTMENTS DUE TO UNRELIABLE OR NO TRANSPORTATION, WHICH NEGATIVELY AFFECTS PREVENTIVE CARE AND INCREASES EMERGENCY DEPARTMENT VISITS. UPMC CARLISLE HAS ESTABLISHED A PARTNERSHIP WITH RABBIT TRANSIT TO PROVIDE TRANSPORTATION TO HEALTH CARE APPOINTMENTS, AS WELL AS PROVIDING OUTREACH TO THE DEMOGRAPHICS OF HIGHLY MISSED APPOINTMENTS. FROM JULY 1, 2022-JUNE 30, 2023, 330 TRANSPORTATION VOUCHERS WERE PROVIDED. LANGUAGE ACCESS: UPMC CARLISLE HAS MADE GREAT STRIDES IN ADOPTING CULTURALLY AND LINGUISTICALLY APPROPRIATE HEALTH CARE PRACTICES AND CONTINUES TO ENHANCE SENSITIVITY AND RESPONSIVENESS TO THE CLINICAL AND CULTURAL INTERESTS, NEEDS AND EXPECTATIONS OF PATIENTS, FAMILIES, AND ITS WORKFORCE. FROM JULY 2022 TO JUNE 2023, 58,000 LANGUAGE USAGE MINUTES AND 3,278 CALLS; TOP LANGUAGES REQUESTED NEPALI, SPANISH, ARABIC, DARI, PASHTO, FRENCH, AND MANDARIN. AMERICAN SIGN LANGUAGE ASSISTANCE WAS PROVIDED TO 73 PATIENTS IN FY 2023. UPMC CARLISLE HAS EIGHT BILINGUAL STAFF WITH BRIDGING THE MEDICAL INTERPRETER CERTIFICATES IN SPANISH, CHINESE, AND PORTUGUESE. INCOME/EDUCATION/EMPLOYMENT: UPMC CARLISLE CONTINUES TO ADDRESS SOCIAL DETERMINANTS OF HEALTH THROUGH COLLABORATIONS WITH LOCAL BUSINESSES, INSTITUTIONS OF HIGHER EDUCATION, AND AREA SCHOOL DISTRICTS TO INCREASE KNOWLEDGE OF ACCESS AND OPPORTUNITY AND TO ADDRESS INCOME, EDUCATION, AND EMPLOYMENT. FROM FY 2022 THROUGH FY 2023, UPMC CARLISLE PARTNERED WITH 6 DIFFERENT SCHOOLS ON RECRUITMENT EFFORTS MEETING ONE-ON-ONE WITH STUDENTS AND COMMUNITY MEMBERS TO PROMOTE AWARENESS OF EMPLOYMENT OPPORTUNITIES AND HOSTED 14 RECRUITMENT EVENTS. UPMC CARLISLE IS PROUD TO WORK WITH LOCAL SCHOOLS TO MEET THE DEMAND FOR STUDENT EXPERIENCES IN HEALTH CARE BY HOSTING HEALTH CARE CAREER EXPLORATION, WHICH IS OPEN TO HIGH SCHOOL JUNIORS AND SENIORS AND PROVIDES OPPORTUNITIES TO SHADOW MULTIPLE HOSPITAL DEPARTMENTS AND PARTICIPATE IN THE PAID UPMC CARE ATTENDANT TRAINING PROGRAM. FOLLOWING THE COMPLETION OF THEIR SHADOWING EXPERIENCES, STUDENTS CAN APPLY FOR PART-TIME EMPLOYMENT IN A STABLE, SAFE WORK ENVIRONMENT WITH HOURS THAT FIT AROUND THEIR SCHEDULES. IN FY 2022-23 9 STUDENTS HAVE PARTICIPATED IN THE PROGRAM AND 5 WERE EMPLOYED IN 2023. A TOTAL OF 16 HAVE BEEN EMPLOYED SINCE 2020. FOR MORE DETAILED INFORMATION ON UPMC'S COMMUNITY BENEFITS EFFORTS, SEE THE ORGANIZATIONS' COMMUNITY BENEFITS REPORT AVAILABLE AT: HTTPS://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/BENEFITS -REPORT Schedule H, Part V, Section B, Line 19 LINES 19 & 20 UPMC'S POLICIES DO NOT PERMIT HOSPITAL FACILITIES OR ANY OTHER AUTHORIZED PARTIES TO ENGAGE IN EXTRAORDINARY COLLECTIONS ACTIONS IN ANY CIRCUMSTANCES. THEREFORE, LINE 20 HAS BEEN LEFT BLANK SINCE IN IS NOT APPLICABLE AND UPMC BELIEVES IT WOULD BE MISLEADING TO CHECK ANY OF THE BOXES. Schedule H, Part I, Line 7 Line 7 Col(F): THE TOTAL EXPENSES REPORTED ON FORM 990 PART IX LINE 25 COLUMN A INCLUDES BAD DEBT EXPENSE. THE EXPENSE USED TO CALCULATE THE PERCENT OF TOTAL EXPENSE FOR FORM 990 SCHEDULE H PART I LINE 7 COLUMN F ARE THE TOTAL EXPENSES FROM FORM 990 PART IX NET OF BAD DEBT EXPENSE.THE TOTAL EXPENSES USED FOR THIS CALCULATION NET OF BAD DEBT EXPENSE IS $153,045,457. Schedule H, Part I, Line 6a Community benefit report prepared by related organization UPMC CARLISLE PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT; THE REPORT ENCOMPASSES INFORMATION FOR THE ENTIRE INTEGRATED DELIVERY AND FINANCING SYSTEMS (IDFS) THAT MAKES UP THE UPMC HEALTH SYSTEM. IT IS POSTED AND AVAILABLE TO THE PUBLIC VIA THE UPMC WEBSITE, WWW.UPMC.COM. Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation 4814382 Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance THE COSTING METHODOLOGY USED TO CALCULATE AMOUNTS REPORTED IN PART I LINE 7 IS A RATIO OF COST TO CHARGES METHOD. THE METHOD EMPLOYED FOR DETERMINING THE RATIO OF COST TO CHARGES IS IN LINE WITH THOSE DESCRIBED IN SCHEDULE H, WORKSHEET 2 "RATIO OF PATIENT COSTS TO CHARGES". Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE COSTING METHOD USED TO CALCULATE THE AMOUNTS IN SCHEDULE H PART III LINES 2 AND 3 IS A RATIO OF COST TO CHARGES METHOD. DISCOUNTS AND PAYMENTS IN PATIENTS' ACCOUNTS ARE DEDUCTED BEFORE THE COST OF BAD DEBT EXPENSE IS DETERMINED. THE METHOD EMPLOYED IS IN LINE WITH THOSE DESCRIBED IN SCHEDULE H, WORKSHEET 2, "RATIO OF PATIENT COSTS TO CHARGES". Schedule H, Part III, Line 3 Bad Debt Expense Methodology THE ORGANIZATION'S BAD DEBT EXPENSE CONSISTS SOLELY OF SELF-PAY PATIENTS ACCOUNTS DEEMED UNCOLLECTABLE. IT IS UPMC GROUP'S CONTENTION THAT THE COST OF BAD DEBT SHOULD BE STATED IN PART I LINE 7 OF SCHEDULE H AS THEY REPRESENT THE COSTS FOR PROVISION OF SERVICES TO PATIENTS FOR WHICH THE ENTITY HAS EXHAUSTED ALL RECOURSE FOR REIMBURSEMENT. THE SERVICES PROVIDED TO PATIENTS WHO PRESENT THEMSELVES ARE PROVIDED REGARDLESS OF A PATIENT'S ABILITY TO PAY AND IS IN LINE WITH THE ORGANIZATION'S CHARITABLE MISSION AND SERVICE TO OUR COMMUNITY. THESE EXPENSES ARE INCURRED REGARDLESS OF THE EFFICIENCY OF THE PROVISION OF THE RELATED MEDICAL CARE AND ARE DEEMED TO HAVE BEEN MEDICALLY NECESSARY FOR THE PATIENT. Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE FINANCIAL STATEMENTS DO NOT HAVE A SPECIFIC NOTE ON BAD DEBT EXPENSE; RATHER THE FINANCIAL STATEMENTS EVALUATE BAD DEBTS iN ITS ALLOWANCE FOR DOUBTFUL ACCOUNTS. Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS OF CARE IS A RATIO OF COSTS TO CHARGES METHOD. THE METHOD IS IN LINE WITH THOSE DESCRIBED IN SCHEDULE H, WORKSHEET 2, "RATIO OF PATIENT COSTS TO CHARGES". IT IS UPMC CARLISLE'S CONTENTION THAT ALL AMOUNTS CALCULATED TO BE SHORTFALLS IN REIMBURSEMENT FOR SERVICES PROVIDED TO MEDICARE PATIENTS ARE TRULY UNCOMPENSATED CARE THAT SHOULD BE STATED IN PART I LINE 7 OF TO PATIENTS FOR WHICH THE ENTITY IS UNABLE TO COLLECT, REGARDLESS OF THE EFFICIENCY OF PROVISION OF THE RELATED CARE COSTS. Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance PATIENTS ARE NOTIFIED OF OUR CHARITY CARE POLICY IN A VARIETY OF WAYS. THERE ARE POSTERS INFORMING PATIENTS OF OUR CHARITY CARE POLICY AND A PLAIN LANGUAGE VERSION OF THE POLICY IS HANDED OUT TO THE UNINSURED AT ALL THE REGISTRATION SITES. ALL OF OUR PATIENT ACCOUNT STATEMENTS CONTAIN LANGUAGE THAT INDICATES THERE IS FINANCIAL AID AVAILABLE FOR QUALIFYING INDIVIDUALS. IN ADDITION, THE POLICY AND APPLICATION ARE POSTED ON THE HOSPITAL WEBSITE IN BOTH ENGLISH AND SPANISH. PATIENTS WHO APPLY FOR FINANCIAL ASSISTANCE AND PROVIDE ALL THE NECESSARY DOCUMENTATION REQUIREMENTS ARE NOTIFIED WITHIN THIRTY DAYS OF THE HOSPITAL'S DECISION. WHEN THE APPROVAL IS DETERMINED, THE APPROPRIATE DISCOUNT IS POSTED TO THE PATIENT ACCOUNT IMMEDIATELY. THE FINANCIAL ASSISTANCE DISCOUNT WILL BE APPLIED TO SERVICES FOR THE PREVIOUS TWELVE MONTHS AND SUBSEQUENT SIX MONTHS. THE HOSPITAL'S COLLECTION POLICY CONTAINS PROVISIONS ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE. NO ADDITIONAL COLLECTION EFFORTS ARE MADE. APPLICANTS APPROVED FOR ONLY PARTIAL DISCOUNT WILL BE REQUIRED TO MAKE REASONABLE PAYMENT ARRANGEMENTS ON THEIR BALANCE IN ACCORDANCE WITH THE HOSPITAL'S CREDIT AND COLLECTION POLICY. THIS POLICY DOES PERMIT THE USE OF BOTH INTERNAL COLLECTION STAFF AND EXTERNAL COLLECTION AGENciES WHO WILL ENGAGE IN STANDARD ACCEPTABLE BUSINESS PRACTICES WHICH INCLUDE PHONE CALLS, MAILING AND THE REPORTING OF UNPAID DEBT TO THE CREDIT REPORTING AGENCIES; BUT UNDER NO CIRCUMSTANCES WILL THE HOSPITALS OR ITS CONTRACTED COLLECTION AGENCY ADOPT "EXTRAORDINARY COLLECTION ACTIONS" THAT ENTAIL ANY LEGAL COURSE OF ACTION OR JUDICIAL PROCESSES SUCH AS LAWSUITS OR LIENS. Schedule H, Part V, Section B, Line 16a FAP website - UPMC CARLISLE: Line 16a URL: WWW.UPMC.COM; Schedule H, Part V, Section B, Line 16b FAP Application website - UPMC CARLISLE: Line 16b URL: WWW.UPMC.COM; Schedule H, Part V, Section B, Line 16c FAP plain language summary website - UPMC CARLISLE: Line 16c URL: WWW.UPMC.COM; Schedule H, Part VI, Line 2 Needs assessment BUILDING ON PREVIOUSLY CONDUCTED CHNAS, THE FISCAL YEAR 2022 CHNA PROVIDED AN OPPORTUNITY FOR UPMC TO RE-ENGAGE WITH COMMUNITY STAKEHOLDERS IN A RIGOROUS STRUCTURED PROCESS GUIDED BY PUBLIC HEALTH EXPERTS AN ONGOING OBJECTIVE OF THE CHNA EFFORTS IS TO HELP ALIGN COMMUNITY BENEFIT PROGRAMS AND RESOURCES WITH COMMUNITY HEALTH NEEDS. UPMC ACTIVELY ENGAGED ITS HOSPITALS, BOARDS, COMMUNITY STAKEHOLDERS, AND PUBLIC HEALTH EXPERTS TO IDENTITY COMMUNITY HEALTH NEEDS AND DETERMINE HOW TO COLLABORATE MOST EFFECTIVELY TO ADDRESS THOSE NEEDS. THE ORGANIZATION SOLICITED AND CONSIDERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY. IN MAY THROUGH JUNE 2021, PITT PUBLIC HEALTH SURVEYED COMMUNITY LEADERS AND STAKEHOLDERS SPECIFIC TO EACH HOSPITAL'S LOCAL COMMUNITY, AS WELL AS A SYSTEM-WIDE PANEL OF REGIONAL STAKEHOLDERS. IN PARTNERSHIP WITH PITT PUBLIC HEALTH, UPMC REFINED THE COMMUNITY SURVEY TO INCORPORATE EMERGING AREAS OF EXPLORATION WITHIN THE PUBLIC HEALTH FIELD (E.G., SHORT-AND LONG-TERM EFFECTS OF COVID-19 AND HEALTH DISPARITIES). THE SURVEY WAS EXTENDED TO 2,868 COMMUNITY PARTICIPANTS FROM 28 HOSPITAL COMMUNITIES. MORE THAN 1,100 INDIVIDUALS PARTICIPATED IN THE SURVEY. PARTICIPANTS INCLUDED: LEADERS OR MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY POPULATIONS, AND POPULATIONS WITH CHRONIC DISEASE; REPRESENTATIVES FROM PUBLIC HEALTH DEPARTMENTS OR GOVERNMENTAL AGENCIES SERVING COMMUNITY HEALTH; MEDICAL STAFF LEADERS WHO HAVE A UNIQUE PERSPECTIVE AND VIEW OF THE COMMUNITY; AND OTHER STAKEHOLDERS IN COMMUNITY HEALTH, SUCH AS CONSUMER ADVOCATES, NONPROFIT AND COMMUNITY BASED ORGANIZATIONS, LOCAL SCHOOL DISTRICTS, GOVERNMENT ORGANIZATIONS, AND HEALTH CARE PROVIDERS. THREE-QUARTERS OF INDIVIDUALS WHO COMPLETED THE SURVEY SELF-IDENTIFIED AS BEING A REPRESENTATIVE OR MEMBER OF A MEDICALLY UNDERSERVED, MINORITY OR LOW-INCOME POPULATIONS. UPMC USED THE COMMUNITY INPUT TO DEVELOP STRATEGIC PLANS FOR EACH OF ITS LICENSED HOSPITALS TO ADDRESS SIGNIFICANT COMMUNITY HEALTH NEEDS. IMPORTANTLY, THESE PLANS ADDRESS LOCAL COMMUNITY NEEDS NOT ONLY AT THE HOSPITAL LEVEL, BUT ALSO INCLUDE EFFORTS UNDERTAKEN IN PARTNERSHIP WITH OTHER UPMC HOSPITALS, EXTERNAL ORGANIZATIONS, AND THE LARGER UPMC SYSTEM. KEY THEMES THAT EMERGED AT UPMC HOSPITALS CAN BE GROUPED INTO FOUR BROAD CATEGORIES-CHRONIC DISEASE MANAGEMENT, BEHAVIORAL HEALTH, ACCESS TO CARE AND NAVIGATING RESOURCES, AND PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING. THE 2022-2025 IMPLEMENTATION PLANS INCLUDE HEALTH EQUITY - PROMOTING PROGRAMS AND INITIATIVES, WHICH HELP ADDRESS SOCIOECONOMIC AND OTHER FACTORS THAT MAY CONTRIBUTE TO HEALTH DISPARITIES. THE 2022 CHNA REPORTS AND 2022-2025 STRATEGIC PLANS FOR EACH UPMC HOSPITAL CAN BE FOUND ON UPMC'S WEBSITE: HTTPS:/WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/COMMUNITY-HEALTH-NEEDS-ASSESSESSMENT. IMPLEMENTATION PLANS DEVELOPED BY UPMC HOSPITALS DRAW SUPPORT FROM AN ARRAY OF ACTIVE AND ENGAGED COMMUNITY PARTNERS, AS WELL AS FROM THE LARGER UPMC SYSTEM, AND INCLUDE HUNDREDS OF INITIATIVES UTILIZING BOTH EVIDENCE-BASED NATIONALLY RECOGNIZED PROGRAMS AND INTERNALLY DESIGNED PILOT PROGRAMS. THE BOARD OF DIRECTORS AT EACH UPMC HOSPITAL REGULARLY MONITORS THE PROGRESS OF THE COMMUNITY HEALTH IMPROVEMENT PLANS. DURING FISCAL YEAR, 2022 THROUGH 2023 UPMC HOSPITALS MADE MEASURABLE PROGRESS IN ALL AREAS IDENTIFIED THROUGH THE CHNA PROCESS. IN SOME CASES, UPMC HOSPITALS IMPROVED AND EXPANDED EXISTING PROGRAMS - REACHING OUT NOT ONLY TO MORE PEOPLE BUT ALSO TARGETING PEOPLE WHO COULD BENEFIT MOST. UPMC ALSO DEVELOPED NEW PROGRAMS AND INITIATIVE, WHICH REQUIRED CREATING OPERATING INFRASTRUCTURE, AND ESTABLISHING GOALS AND ASSESSMENT TOOLS. PARTNERSHIPS WITH OTHER COMMUNITY ORGANIZATIONS WERE DEVELOPED AND ENHANCED TO BETTER COORDINATE RESOURCES. ON APRIL 25, 2022, THE UPMC CARLISLE GOVERNING BODY ADOPTED AN IMPLEMENTATION PLAN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE 2022 CHNA: BEHAVIORAL HEALTH, ACCESS TO CARE AND NAVIGATING RESOURCES, AND PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING. THE HOSPITAL IS SUPPORTING THE PRIORITY AREAS WITH INTERNAL RESOURCES AND BY STRENGTHENING COLLABORATIONS WITH COMMUNITY PARTNERS. UPMC CARLISLE'S 2022-2025 IMPLEMENTATION PLAN INCLUDES HEALTH EQUITY-PROMOTING PROGRAMS AND INITIATIVES, WHICH AIM TO HELP ADDRESS SOCIOECONOMIC AND OTHER FACTORS THAT MAY CONTRIBUTE TO HEALTH DISPARITIES. EFFORTS INCLUDE: ENHANCING ACCESS TO CARE FOR RURAL COMMUNITIES BY INCREASING CONVENIENCE AND ACCESSIBILITY OF HEALTH CARE SERVICES, OVERCOMING LANGUAGE BARRIERS TO CARE BY ENHANCING TRANSLATION SERVICES TO PROVIDE LINGUISTICALLY AND CULTURALLY APPROPRIATE AND RESPECTFUL HEALTH CARE, AND ADDRESSING THE HEALTH NEEDS OF UNDERSERVED POPULATIONS BY OFFERING PROGRAMS THAT ADDRESS BARRIERS TO HEALTH, SUCH AS OFFERING VOUCHERS TO SUBSIDIZE THE COST OF TRANSPORTATION FOR COMMUNITY MEMBERS. UPMC CARLISLE IS MAKING MEASURABLE PROGRESS ON IMPROVING COMMUNITY HEALTH. PROVIDING HELP WITH INSURANCE ENROLLMENT TO CONNECT PATIENTS WITH CARE AND EXPANDING ENROLLMENT SUPPORT SERVICES. IN JULY 2019, ENROLLMENT SPECIALIST EXPANDED SERVICES IN THE CARLISLE AREA AND FOUND THAT THERE WAS A POPULATION THAT HAS DIFFICULTY OBTAINING AND MAINTAINING INSURANCE. THIS IS PARTLY BECAUSE THERE IS A HIGH VOLUME OF WAREHOUSE EMPLOYERS THAT DO NOT OFFER CONSISTENT EMPLOYMENT. THE HOSPITAL CONNECTED WITH PROJECT SHARE AND THE SALVATION ARMY TO OFFER IN-PERSON ASSISTANCE TO THEIR CLIENTS. FROM JULY 2022 TO JUNE 2023, 196 REFERRALS AND 75 WERE ENROLLED IN HEALTH CARE INSURANCE IN THE UPMC CARLISLE AREA. Schedule H, Part VI, Line 3 Patient education of eligibility for assistance PATIENTS ARE INFORMED OF AVAILABLE ASSISTANCE IN NUMEROUS WAYS. SIGNAGE IS POSTED AND LITERATURE IS HANDED OUT TO THE UNINSURED AT ALL THE REGISTRATION SITES INDICATING TO THE PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE. ALL UNINSURED PATIENTS WHO ARE SCHEDULED FOR HIGH DOLLAR TESTS AND SURGERIES ARE CONTACTED BY ONE OF THE HOSPITAL'S FINANCIAL COUNSELORS TO DISCUSS THE FINANCIAL ASSISTANCE OPTIONS AVAILABLE TO THEM. THE FINANCIAL ASSISTANCE POLICY IS ALSO DISCLOSED ON THE HOSPITAL WEBSITE, ALONG WITH THE APPLICATION, IN BOTH ENGLISH AND SPANISH. IN ADDITION, ALL INPATIENTS WHO ARE RESIDENTS OF PENNSYLVANIA ARE PROVIDED PERSONAL ASSISTANCE IN THE COMPLETION OF THE MEDICAL ASSISTANCE APPLICATION. AS PART OF THE DISCHARGE PROCESS IN THE EMERGENCY DEPARTMENT, ALL UNINSURED PATIENTS ARE SCREENED FOR CHARITY CARE ELIGIBILITY UNDER THE HOSPITAL POLICY, AND, IF APPROPRIATE, PROVIDED ASSISTANCE IN APPLYING FOR MEDICAID OR OBTAINING INSURANCE THROUGH HEALTHCARE.GOV. LASTLY, INFORMATION ABOUT FINANCIAL ASSISTANCE IS INCLUDED ON THE PATIENT BILLING STATEMENTS. PROGRAMS DISCUSSED INCLUDE THE PENNSYLVANIA STATE MEDICAID PROGRAM (MEDICAL ASSISTANCE), HOSPITAL CHARITY CARE PROGRAM, AND FUNDS AVAILABLE THROUGH HOSPITAL ENDOWMENT FUNDS. IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO: HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN, INFANTS, AND CHILDREN PROGRAMS (WIC), FOOD STAMP ELIGIBILITY AND OTHER STATE OR LOCAL ASSISTANCE THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS A VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR the STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/GUARANTOR. Schedule H, Part VI, Line 6 Affiliated health care system UPMC CARLISLE IS PART OF UPMC PINNACLE, A FULLY INTEGRATED, AFFILIATED HEALTH CARE SYSTEM. THE SYSTEM IS COMPRISED OF ELEVEN WHOLLY OWNED EXEMPT ENTITIES AS WELL AS A VARIETY OF AFFILIATED JOINT VENTURES. THE ORGANIZATION'S MISSION IS TO MAINTAIN AND IMPROVE THE HEALTH AND QUALITY OF LIFE FOR EVERYONE IN CENTRAL PENNSYLVANIA. UPMC PINNACLE IS ENGAGED IN AND CONDUCTS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES THROUGH THE SUPPORT AND BENEFIT OF UPMC PINNACLE FOUNDATION, AND PROVIDES MANAGEMENT AND CONSULTATIVE SERVICES TO AFFILIATED ENTITIES. UPMC PINNACLE MEDICAL SERVICES AND REGIONAL PHYSICIANS ARE PRIMARILY ENGAGED IN THE PROVISION OF PHYSICIAN SERVICES TO SUPPORT AND ENHANCE THE SERVICES WITHIN UPMC PINNACLE. THE UPMC PINNACLE CARDIOVASCULAR INSTITUTE IS ENGAGED IN PROVIDING COMPREHENSIVE CARDIAC CARE, INCLUDING TECHNOLOGICAL ADVANCES IN ORDER TO PROVIDE THE BEST CLINICAL OUTCOMES TO THE COMMUNITY. COMMUNITY LIFE TEAM IS ENGAGED IN PROVIDING COMMUNITY BASED, EFFICIENT AND COST EFFECTIVE MEDICAL TRANSPORT SERVICES, PRE-HOSPITAL EMERGENCY MEDICAL SERVICES FOR THE RESIDENTS AND COMMUNITIES OF THE CENTRAL PENNSYLVANIA YORK REGIONS. PINNACLE HEALTH VENTURES, INC. WAS FORMED IN 2012 TO CONSOLIDATE VARIOUS ENTITIES THAT FUNCTION IN SUPPORT OF THE UPMC PINNACLE NETWORK. CURRENTLY INCLUDED IN VENTURES ARE PINNACLE HEALTH IMAGING, MEDCARE SUSQUEHANNA VALLEY, PINNACLE HEALTH ALLBETTERCARE, AND MEDICAL ARTS BUILDING. UNITED CENTRAL PENNSYLVANIA RECIPROCAL RISK RETENTION GROUP IS A WHOLLY OWNED, FOR PROFIT, VERMONT CAPTIVE INSURANCE COMPANY OPERATING FOR THE BENEFIT OF UPMC PINNACLE. ADDITIONAL HOSPITALS PROVIDING SERVICES AND SUPPORT IN THE UPMC PINNACLE NETWORK INCLUDE UPMC PINNACLE HOSPITALS, UPMC MEMORIAL, UPMC LITITZ, AND UPMC HANOVER. UPMC PINNACLE AND ITS AFFILIATES ARE ACTIVELY INVOLVED IN THE CENTRAL PENNSYLVANIA REGION THROUGH VARIOUS CHARITY AND COMMUNITY BENEFIT ACTIVITIES. Schedule H, Part VI, Line 7 State filing of community benefit report PA true MILITARY HERITAGE FOUNDATION PO BOX 839 CARLISLE PA 17013 251830984 501(C)(3) 15000 SPONSORSHIPS PERRY COUNTY COMM FAIR ASSOC PO BOX 251 NEWPORT PA 17074 232302857 501(C)(3) 12000 SPONSORSHIPS DOWNTOWN CARLISLE ASSOCIATION 53 WEST SOUTH STREET CARLISLE PA 17013 232224862 501(C)(3) 13500 SPONSORSHIPS CARLISLE AREA ECON DEV CORP 801 S HANOVER ST CARLISLE PA 17013 231702304 501(C)(3) 33785 SPONSORSHIPS CUMBERLAND VAL BUS ALL 100 LINCOLN WAY E CHAMBERSBURG PA 17201 861514880 501(C)(6) 8795 MEMBERSHIP INVESTMENT SAFE HARBOUR INC 102 W HIGH STREET CARLISLE PA 17013 232405118 501(C)(3) 5500 SPONSORSHIPS YMCA OF CARLISLE 311 SOUTH WEST ST CARLISLE PA 170130495 231386198 501(C)(3) 12000 SPONSORSHIPS GTR CHAMBERSBURG CHAMBOF COMM 100 LINCOLN WAY E CHAMBERSBURG PA 17201 230465850 501(C)(6) 9158 SPONSORSHIPS SADLER HEALTH CENTER CORP 100 N Hanover Street Carlisle PA 17013 542082673 501(c)(3) 10000 Sponsorships 7 2 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE ORGANIZATION SUPPORTS COMMUNITY-BASED PROGRAMS THAT SUPPORT THE MISSION OF UPMC PINNACLE. CONTRIBUTIONS ARE GIVEN FREELY AND USE OF FUNDS IS NOT MONITORED ONCE THE MONIES ARE DISBURSED. ASSISTANCE PROVIDED TO ENTITIES THAT ARE NOT SECTION 501(C)(3) ORGANIZATIONS ARE PROVIDED TO SUPPORT CHARITABLE INITIATIVES THAT THESE ORGANIZATIONS HAVE UNDERTAKEN. true true false false false false false true false Philip W Guarneschelli President & CEO (R 9/22) 0 581892 0 540000 0 352569 0 24400 0 37994 0 1536855 0 0 Thomas Nicholson MD Director 0 758970 0 64950 0 3588 0 25046 0 35887 0 888441 0 0 Kenneth Oken MD Director 0 467619 0 0 0 0 0 25335 0 22956 0 515910 0 0 Troy Moritz DO Director 0 653067 0 288843 0 4791 0 24767 0 9525 0 980993 0 0 Louis Baverso President & COO 0 442253 0 375000 0 57209 0 86885 0 37765 0 999112 0 54897 Alison Bernhardt Treasurer/VP & CFO (R 1/23) 0 341430 0 200000 0 9180 0 18785 0 4469 0 573864 0 8400 Greg Mitstifer CFO 0 159917 0 33000 0 303 0 11531 0 20156 0 224907 0 0 Amanda Morgan Assistant Treasurer 0 165783 0 28875 0 303 0 12219 0 14892 0 222072 0 0 Christine Miller Esq Secretary/Assoc. Counsel 0 224777 0 182116 0 1310 0 38479 0 24053 0 470735 0 0 Kerry Maloney Assistant Secretary 0 144796 0 25000 0 1357 0 3000 0 19978 0 194131 0 0 Jarrod Johnson President, UPMC Carlisle 272995 0 105000 0 2139 0 45600 0 18378 0 444112 0 0 0 Jennifer Porcopio Professional Staff Nurse, BSN 174771 0 18043 0 165 0 12614 0 13530 0 219123 0 0 0 Joye Gingrich CNO, VP Patient Care services 138412 0 29000 0 644 0 16554 0 29435 0 214045 0 0 0 Tracey Rush Unit Director 157317 0 4953 0 1062 0 12550 0 25314 0 201196 0 0 0 Sommar Damiter Supervisor Chief Pharmacist 173425 0 0 0 196 0 12443 0 1651 0 187715 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation UPMC CARLISLE RELIES ON UPMC PINNACLE, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF the ORGANIZATION'S CEO. METHODS USED TO ESTABLISH COMPENSATION BY THE RELATED ORGANIZATION INCLUDE: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD Schedule J, Part I, Line 4a Severance or change-of-control payment PHILIP GUARNESCHELLI, PRESIDENT AND CEO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $195,608 UPON HIS DEPARTURE FROM THE ORGANIZATION IN CALENDAR YEAR 2022. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS DISCLOSED WITHIN THE TOTAL AMOUNT IN SCHEDULE J COLUMN C "RETIREMENT AND OTHER DEFERRED COMPENSATION". DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE ("CODE"), CERTAIN OFFICERS AND KEY EMPLOYEES ARE LIMITED IN THE AMOUNT OF BENEFITS WHICH MAY BE RECEIVED UNDER A TAX QUALIFIED RETIREMENT PROGRAM. LIKE MANY EMPLOYERS, UPMC SUPPLEMENTS ITS RETIREMENT BENEFITS THROUGH A SUPPLEMENTAL RETIREMENT PROGRAM. THE SUPPLEMENTAL RETIREMENT PROGRAM IS SUBJECT TO MULTI-YEAR VESTING WHICH PLACES THE OFFICERS AND KEY EMPLOYEES' RETIREMENT BENEFIT AT RISK OF FORFEITURE IF THE VESTING REQUIREMENTS ARE NOT SATISFIED. ONCE VESTED HOWEVER, PROVISIONS OF THE CODE REQUIRE THAT THE VESTED AMOUNTS BE REPORTED ON THE FORM 990 AND THE VESTED OFFICER OR KEY EMPLOYEE INCLUDE IN CURRENT INCOME THE VALUE OF HER OR HIS SUPPLEMENTAL RETIREMENT BENEFIT. NOTWITHSTANDING THE TAX REQUIREMENT TO RECOGNIZE THE VESTED AMOUNT OF THE SUPPLEMENTAL RETIREMENT BENEFIT AS CURRENT INCOME FOR FICA TAXATION AND REPORTING PURPOSES, THIS BENEFIT, WHICH GENERALLY HAS BEEN EARNED OVER HER OR HIS ENTIRE CAREER, HAS NOT AND WILL NOT BE DISTRIBUTED UNTIL THE OFFICER OR KEY EMPLOYEE RETIRES OR SEPARATES FROM SERVICE FROM UPMC AND SATISFIES THE NON-COMPETE PROVISION OF THEIR EMPLOYMENT AGREEMENT AND/OR SATISFY A POST-RETIREMENT SEPARATION AGREEMENT. THE SUPPLEMENTAL RETIREMENT PROGRAM PROVIDES FOR THE CURRENT DISTRIBUTION OF ONLY THE AMOUNT NECESSARY TO SATISFY ANY INCOME TAX LIABILITY RESULTING FROM THE VESTING DURING ACTIVE EMPLOYMENT. FINALLY, IT SHOULD BE NOTED THAT IN ACCORDANCE WITH IRS INSTRUCTIONS, A SUBSTANTIAL PORTION OF THE AMOUNT REPORTED ON THE FORM 990 ATTRIBUTABLE TO SUPPLEMENTAL RETIREMENT PROGRAM VESTING HAS BEEN REPORTED IN PREVIOUSLY FILED FORMS 990. Schedule J, Part I, Line 7 Non-fixed payments UPMC Provides Incentive Compensation as part of its total compensation program for officers and key employees. This component is based upon the accomplishment of predetermined performance goals and objectives which focus on the achievement of multiple annual and three year individual and group performance criteria in the context of appropriate risk taking. These criteria directly support UPMC's mission and include: Patient Quality and Satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others. Form 990, Part V, Line 1a UPMC (EIN 23-1423657), A FEDERALLY TAX-EXEMPT ENTITY, THE PARENT OF A LARGE INTEGRATED DELIVERY AND FINANCING SYSTEM AND THE PARENT ENTITY OF UPMC PINNACLE WHO IS THE PARENT OF UPMC CARLISLE ISSUES AND FILES ALL FORM 1099S FOR UPMC CARLISLE. Form 990, Part VI, Line 6 Classes of members or stockholders THE SOLE MEMBER OF THE CORPORATION IS UPMC PINNACLE, A FEDERALLY TAX EXEMPT, STATE NON-PROFIT ENTITY (EIN 25-1778658). IN SEPTEMBER 2017, UPMC PINNACLE AFFILIATED WITH UPMC, A WORLD-RENOWNED INTEGRATED HEALTHCARE DELIVERY AND FINANCING SYSTEM, THAT IS AN INTERNATIONAL LEADER IN PROVIDING CLINICAL CARE, GROUNDBREAKING RESEARCH AND TREATMENTS WITH LOCATIONS IN WESTERN AND CENTRAL PENNSYLVANIA, MARYLAND, NEW YORK AND AROUND THE WORLD. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body AS SOLE MEMBER OF THE ORGANIZATION, UPMC PINNACLE ELECTS THE BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION REQUIRE THE APPROVAL OF BOTH THE UPMC PINNACLE BOARD AND THE UPMC BOARD, AS THE SOLE MEMBER OF UPMC PINNACLE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE AUTHORITY AND RESPONSIBILITY FOR REVIEW OF THE FORM 990 FOR UPMC PINNACLE AND SUBSIDIARIES IS DELEGATED TO THE FINANCE COMMITTEE OF THE UPMC PINNACLE BOARD. ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING. Form 990, Part VI, Line 12c Conflict of interest policy IN THE PERFORMANCE OF THEIR DUTIES TO UPMC PINNACLE, COVERED PERSONS SHALL SEEK TO ACT IN THE BEST INTERESTS OF UPMC PINNACLE, AND SHALL EXERCISE GOOD FAITH, LOYALTY, DILIGENCE AND HONESTY. A COVERED PERSON IS ANY INDIVIDUAL WHO SERVES IN A FIDUCIARY CAPACITY TO, OR WHO HAS LEGAL AUTHORITY TO REPRESENT OR OBLIGATE, UPMC PINNACLE OR ANY OF ITS AFFILIATED ORGANIZATIONS INCLUDING, BUT NOT LIMITED TO, DIRECTORS, OFFICERS, EMPLOYEES, AND AGENTS. COVERED PERSONS ALSO INCLUDE A) IMMEDIATE FAMILIES (SPOUSES, CHILDREN, SIBLINGS, PARENTS, OR SPOUSE'S PARENTS), B) ANY ORGANIZATION IN WHICH THEY OR THEIR IMMEDIATE FAMILIES DIRECTLY OR INDIRECTLY I) HAVE A MATERIAL FINANCIAL OR BENEFICIAL INTEREST, OR II) SERVE AS A DIRECTOR, OFFICER, EMPLOYEE, AGENT, ATTORNEY OR SIMILAR CAPACITY. A COVERED PERSON SHALL DISCLOSE ANY BUSINESS OR PERSONAL INTERESTS OR RELATIONSHIPS WHICH MAY BE IN CONFLICT WITH THE INTERESTS OF UPMC PINNACLE, INCLUDING, BUT NOT LIMITED TO (A) ENGAGING IN OR SEEKING TO BE ENGAGED IN (I) THE DELIVERY OF HEALTH CARE SERVICES OR (II) THE DELIVERY OF GOODS OR SERVICES TO UPMC PINNACLE, OR (B) ANY TRANSACTION OR ARRANGEMENT WITH UPMC PINNACLE WHICH WOULD RESULT IN BENEFIT TO COVERED PERSONS. IF A POTENTIAL CONFLICT IS IDENTIFIED REGARDING A SPECIFIC UPMC ACTIVITY, THE UPMC CORPORATE COMPLIANCE DEPARTMENT, WITH THE ASSISTANCE OF THE LEGAL DEPARTMENT, EITHER DEVELOPS A WRITTEN PLAN DESIGNED TO PREVENT THE CONFLICT FROM INFLUENCING DECISIONS RELATED TO THAT ACTIVITY, OR REQUIRES THAT THE CONFLICTING RELATIONSHIP BE DIVESTED, AS APPROPRIATE. COVERED PERSONS WITH A DOCUMENTED CONFLICT OF INTEREST SHALL NOT VOTE ON THE MATTER, AND THE UPMC PINNACLE BOARD OR COMMITTEE MUST APPROVE, AUTHORIZE, OR RATIFY THE TRANSACTION OR ARRANGEMENT BY A MAJORITY VOTE OF THE NON-INTERESTED DIRECTORS OR COMMITTEE MEMBERS PRESENT AT A MEETING THAT HAS A QUORUM. VIOLATIONS OF THIS STATEMENT OF POLICY MAY SUBJECT COVERED PERSONS TO APPROPRIATE SANCTIONS, INCLUDING REMOVAL FROM THEIR POSITIONS WITH UPMC PINNACLE. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE OF THE UPMC PINNACLE BOARD HAS THE AUTHORITY TO DEVELOP AND MAINTAIN EXECUTIVE COMPENSATION TO BE APPROVED BY THE UPMC PINNACLE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE WILL FOLLOW A DILIGENT PROCESS THAT MEETS REGULATORY REQUIREMENTS FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AND PROMOTES EFFECTIVE GOVERNANCE OF EXECUTIVE COMPENSATION, CONSISTENT WITH THE UPMC PINNACLE COMPENSATION PHILOSOPHY. 1. FOLLOW A PROCESS THAT ESTABLISHES AND MAINTAINS A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR ALL EXECUTIVES POTENTIALLY SUBJECT TO INTERMEDIATE SANCTIONS. 2. PREPARE MINUTES FOR EACH MEETING TO RECORD THE TERMS OF THE COMMITTEE'S DECISIONS AND THE PROCESS FOLLOWED IN REACHING THOSE DECISIONS. THESE MINUTES MUST INCLUDE INDICATIONS THAT THE COMMITTEE IS FOLLOWING GOOD PRACTICES IN DEALING WITH CONFLICTS OF INTEREST AND IN OBTAINING AND RELYING ON APPROPRIATE COMPARABILITY DATA ON TOTAL COMPENSATION. 3. SELECT AND DIRECTLY ENGAGE AND SUPERVISE ANY CONSULTANT HIRED BY UPMC PINNACLE TO ADVISE THE COMMITTEE ON EXECUTIVE COMPENSATION. 4. PERIODICALLY EVALUATE THE APPROPRIATENESS OF THIS CHARTER AND THE EFFECTIVENESS OF THE PROCESS THE COMMITTEE USES IN GOVERNING EXECUTIVE COMPENSATION AND REPORT THIS EVALUATION TO THE UPMC PINNACLE BOARD. 5. MONITOR CHANGES IN LAWS AND REGULATIONS PERTAINING TO EXECUTIVE COMPENSATION AND BENEFITS TO SEE THAT UPMC PINNACLE COMPLIES WITH THEM. 6. SEEK OUTSIDE REVIEW OF COMMITTEE OPERATIONS TO ENSURE COMPLIANCE WITH THE IRS REBUTTABLE PRESUMPTION OF REASONABLENESS. 7. REVIEW ACTUAL EXECUTIVE COMPENSATION AND BENEFITS PROVIDED TO CONFIRM CONSISTENCY WITH COMPENSATION AND BENEFITS APPROVED BY THE COMMITTEE. Form 990, Part VI, Line 15b Process to establish compensation of other employees TO SUPPORT UPMC'S MISSION AND AS SET FORTH IN THE UPMC BYLAWS, THE BOARD OF DIRECTORS HAS FORMED AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") AND DELEGATED TO IT THE RESPONSIBILITY FOR ESTABLISHMENT AND IMPLEMENTATION OF OFFICER AND KEY EMPLOYEE TOTAL COMPENSATION PROGRAMS. AS PART OF THIS RESPONSIBILITY, THE COMMITTEE REPORTS REGULARLY TO THE BOARD OF DIRECTORS. WITH BOARD OF DIRECTORS APPROVAL, THE COMMITTEE HAS ADOPTED A FORMAL CHARTER, WHICH INCLUDES THE ESTABLISHMENT OF A COMPENSATION PHILOSOPHY AND RELATED POLICIES WITH RESPECT TO THE TOTAL COMPENSATION PAID BY UPMC TO ITS OFFICERS AND KEY EMPLOYEES. THE UPMC TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES IS PREDICATED UPON AN INCENTIVE COMPENSATION COMPONENT. THIS COMPONENT IS BASED UPON THE ACCOMPLISHMENT OF PREDETERMINED PERFORMANCE GOALS AND OBJECTIVES WHICH FOCUS ON THE ACHIEVEMENT OF MULTIPLE ANNUAL AND THREE YEAR INDIVIDUAL AND GROUP PERFORMANCE CRITERIA IN THE CONTEXT OF APPROPRIATE RISK TAKING. THESE CRITERIA DIRECTLY SUPPORT UPMC'S MISSION AND INCLUDE: PATIENT QUALITY AND SATISFACTION, COMMUNITY BENEFITS, OPERATIONAL AND FINANCIAL STRENGTH, LEADERSHIP DEVELOPMENT, AND STRATEGIC BUSINESS INITIATIVES AMONG OTHERS. THE TOTAL COMPENSATION PROGRAM IS INTEGRATED WITH AND REINFORCES THE UPMC BUSINESS PLANNING CYCLE AS WELL AS MANAGEMENT DEVELOPMENT AND SUCCESSION PLANNING PROCESSES. IT IS THE COMMITTEE'S JUDGMENT THAT THE STRUCTURE OF THE TOTAL COMPENSATION PROGRAM IS VITAL TO, AND STRONGLY SUPPORTIVE OF, THE HIGH LEVEL OF ONGOING SUCCESS OF UPMC AND FOSTERS THE RETENTION OF CRITICAL OFFICER AND KEY EMPLOYEE TALENT. THE TOTAL COMPENSATION DETERMINATION PROCESS UTILIZED BY THE COMMITTEE IS INTENDED TO SATISFY THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" AS SET FORTH IN THE REGULATIONS TO SECTION 4958 OF THE INTERNAL REVENUE CODE ("CODE"). THIS MEANS THAT COMPENSATION PROGRAMS AND LEVELS ARE APPROVED IN ADVANCE BY THE COMMITTEE WHICH IS COMPOSED ENTIRELY OF OUTSIDE DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST, AS DEFINED BY THE RELEVANT REGULATIONS, WITH RESPECT TO THE COMPENSATION PROGRAM AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON A BROAD RANGE OF APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATIONS. THE COMMITTEE THEN CONTEMPORANEOUSLY DOCUMENTS, IN FORMAL MEETING MINUTES, THE BASIS AND REASONS FOR ITS DETERMINATIONS. THE TOTAL COMPENSATION PROGRAM IS DESIGNED AND ADMINISTERED IN ACCORDANCE WITH THE UPMC BYLAWS, SOUND BUSINESS PRACTICES, THE TENETS OF COMMON LAW BUSINESS JUDGMENT AND FIDUCIARY RESPONSIBILITY AS WELL AS ADHERENCE TO ALL RELEVANT FEDERAL, STATE AND LOCAL LAWS. IN ADDITION TO CODE SECTION 4958, AS SET FORTH ABOVE, THIS INCLUDES BUT IS NOT LIMITED TO CODE SECTION 501(C)(3) AND THE APPLICABLE REGULATIONS THEREUNDER AS WELL AS ALL LAWS AND REGULATIONS PROHIBITING PRIVATE INUREMENT, PRIVATE BENEFIT TRANSACTIONS AND DISCRIMINATION. FURTHER, THE COMMITTEE HAS IDENTIFIED AND ADOPTED, AS APPROPRIATELY MODIFIED FOR UPMC, COMPENSATION PROGRAM "BEST PRACTICES" FROM THE BUSINESS WORLD (E.G. SARBANES OXLEY, SEC, ETC.). THE COMMITTEE BELIEVES THAT WHILE THESE PRACTICES ARE NOT REQUIRED IN THE TAX EXEMPT SECTOR, THEY ARE IN THE BEST INTERESTS OF THE ORGANIZATION AND FURTHER SUPPORT UPMC'S NON-PROFIT MISSION. IN ACCORDANCE WITH THE ABOVE, DETERMINATION OF TOTAL COMPENSATION FOR THE CEO IS MADE EXCLUSIVELY BY THE COMMITTEE. DETERMINATION OF TOTAL COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS RECOMMENDED BY THE CEO AND SUBJECT TO REVIEW AND APPROVAL BY THE COMMITTEE. THE COMMITTEE, WHICH MEETS AT LEAST FOUR TIMES A YEAR, OBTAINS PROFESSIONAL ADVICE FROM ITS OWN EXPERTS, INCLUDING ACCOUNTANTS, EXECUTIVE COMPENSATION CONSULTANTS AND LEGAL COUNSEL. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE. Form 990, Part IX, Line 11g Other Fees PURCHASED SALARIES - Total Expense: 8452254, Program Service Expense: 8262163, Management and General Expenses: 190091, Fundraising Expenses: ; I/C LOSS TRANSFERS - Total Expense: 19942669, Program Service Expense: 19543816, Management and General Expenses: 398853, Fundraising Expenses: ; PURCHASED SERVICES - Total Expense: 3151230, Program Service Expense: 2765537, Management and General Expenses: 385693, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances TRANSFERS TO EXEMPT AFFILIATES - -9425635; Form 990, Part XII, Line 2b THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PART OF A CONSOLIDATED FINANCIAL STATEMENT AUDIT PERFORMED BY EY FOR UPMC AND ALL SUBSIDIARIES. THE ENTIRE SYSTEM'S FINANCIAL STATEMENTS, OF WHICH THIS ORGANIZATION IS PART, ARE POSTED ON THE UPMC WEBSITE. (WWW.UPMC.COM) THE FINANCIAL STATEMENT AUDIT DURING THE 990 FILING PERIOD IS FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2022. Form 990, Part XII, Line 2c UPMC HAS AN AUDIT COMMITTEE THAT IS ESTABLISHED TO ASSIST THE BOARD OF DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES BY MONITORING UPMC CONSOLIDATED FINANCIAL REPORTS AND OTHER FINANCIAL INFORMATION PROVIDED BY UPMC TO GOVERNMENTAL BODIES, THE PUBLIC OR OTHER EXTERNAL ENTITIES. THE UPMC'S SYSTEM OF INTERNAL CONTROLS REGARDING FINANCE, ACCOUNTING, LEGAL COMPLIANCE AND ETHICS THAT MANAGEMENT AND THE BOARD HAVE ESTABLISHED AND UPMC'S INTERNAL AUDITING, ACCOUNTING AND FINANCIAL REPORTING PROCESSES ALSO PROVIDED OVERSIGHT. UPMC SENIOR COMMUNITIES INC 600 GRANT STREET PITTSBURGH PA 15219 251574736 SR LIVING PA 501(c)(3) 10 UPMC false PITTSBURGH LIFETIME CARE COMMUNITY 600 GRANT STREET PITTSBURGH PA 15219 251335247 CCRC PA 501(c)(3) 10 UPMC SR COMM false CANTERBURY PLACE 600 GRANT STREET PITTSBURGH PA 15219 250965334 SR LIVING PA 501(c)(3) 10 UPMC SR COMM false SENECA PLACE 600 GRANT STREET PITTSBURGH PA 15219 721562844 SR LIVING PA 501(c)(3) 10 UPMC SR COMM false SHADYSIDE HOSPITAL SUPPORTING FOUNDATION 600 GRANT STREET PITTSBURGH PA 15219 260303394 FOUNDATION PA 501(c)(3) Type I UPMC false UPMC LEE 600 GRANT STREET PITTSBURGH PA 15219 250613830 INACTIVE PA 501(c)(3) 3 UPMC false PITTSBURGH CARE PARTNERSHIP INC 600 GRANT STREET PITTSBURGH PA 15219 251753852 SR CARE MGMT PA 501(c)(3) 10 UPMC false UPMC CENTER FOR HIGH VALUE HEALTH CARE 600 GRANT STREET PITTSBURGH PA 15219 452178782 RESEARCH PA 501(c)(3) 7 UPMC false SHADYSIDE HOSPITAL FOUNDATION 532 SOUTH AIKEN AVENUE PITTSBURGH PA 15232 251290546 FOUNDATION PA 501(c)(3) Type III-FI UPMC PRESBY false PASSAVANT HOSPITAL FOUNDATION 9100 BABCOCK BLVD PITTSBURGH PA 15237 251407815 FOUNDATION PA 501(c)(3) Type II UPMC PASS false NORTHWEST HOSPITAL FOUNDATION 100 FARFIELD DRIVE SENECA PA 16346 251483624 FOUNDATION PA 501(c)(3) Type III-FI UPMC NORTHWE false ST MARGARET FOUNDATION 600 GRANT STREET PITTSBURGH PA 15219 251520340 FOUNDATION PA 501(c)(3) 7 UPMC ST MARG false CHILDREN'S HOSPITAL OF PITTSBURGH FND 600 GRANT STREET PITTSBURGH PA 15219 251865744 FOUNDATION PA 501(c)(3) 7 UPMC CHP false MAGEE-WOMEN RES INST AND FOUNDATION 600 GRANT STREET PITTSBURGH PA 15219 251462312 FOUNDATION PA 501(c)(3) 7 NA false GREAT LAKES PHYSICIAN PRACTICE PC 600 GRANT STREET 58TH FLOOR PITTSBURGH PA 15219 464186362 PHYSICIAN SRV NY 501(c)(3) 3 REGNL HEALTH false HAMOT HEALTH FOUNDATION 302 FRENCH STREET ERIE PA 16507 251400999 FOUNDATION PA 501(c)(3) Type II UPMC HAMOT false UPMCJAMESON CANCER CENTER 600 GRANT STREET 58TH FL PITTSBURGH PA 15219 201459415 ONCOLOGY SVC PA 501(c)(3) 10 UPMC JAMESON false JAMESON CARE CENTER INC 1211 WILMINGTON AVE NEW CASTLE PA 16105 232871396 SR SERVICES PA 501(c)(3) 10 UPMC SR COMM false LAUREL REALTY INC 32-36 CENTRAL AVENUE WELLSBORO PA 16901 231403678 REAL STATE PA 501(c)(2) UPMC SUSQUEH false THE GREEN HOME 37 CENTRAL AVENUE WELLSBORO PA 16901 240804365 SKILLED NURSI PA 501(c)(3) 10 UPMC SUSQUEH false WILLIAMSPORT AREA AMB SERVICE COOP 700 HIGH STREET WILLIAMSPORT PA 17701 232416166 AMBULANCE SVC PA 501(c)(3) 10 UPMC WILLIAM false UPMC CHAUTAUQUA AT WCA 207 FOOTE AVENUE JAMESTOWN NY 14701 160743226 HOSPITAL NY 501(c)(3) 3 UPMC CHAUTAU false WCA GROUP INC 207 FOOTE AVENUE JAMESTOWN NY 14701 222392582 HOLDING CO NY 501(c)(3) Type II CHAUT AT WCA false STARFLIGHT INC 135 ALLEN STREET JAMESTOWN NY 14701 161557878 AIR AMBULANCE NY 501(c)(3) 7 CHAUT AT WCA false SOUTH CENTRAL ALPHA HOUSING & HEALTH 3410 W PITTSBURG ROAD NEW CASTLE PA 16101 251701701 SNF & AL PA 501(c)(3) 10 UPMC SR COMM false SOUTH WESTERN ALPHA HOUSING & HEALTH 745 GREENVILLE ROAD MERCER PA 16137 251701700 SNF & IL PA 501(c)(3) 10 UPMC SR COMM false KANE COMMUNITY HOSPITAL FOUNDATION 4372 ROUTE 6 KANE PA 16735 263906925 FOUNDATION PA 501(c)(3) Type II NA false LAUREL HEALTH FOUNDATION 32-36 CENTRAL AVENUE WELLSBORO PA 16901 251810488 FOUNDATION PA 501(c)(3) Type II NA false WCA FOUNDATION INC 300 Foote Avenue PO BOX 840 JAMESTOWN NY 14702 222393584 FOUNDATION PA 501(c)(3) Type III-FI NA false VENANGO VNA FOUNDATION 491 ALLEGHENY BOULEVARD FRANKLIN PA 16323 251472179 FOUNDATION PA 501(c)(3) Type III-O NA false UPMC PINNACLE LANCSTER 250 COLLEGE AVENUE LANCASTER PA 17603 820896436 HOSPITAL PA 501(c)(3) 3 UPMC PINNACLE false COMMUNITY LIFE TEAM INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 231890444 MED TRANSPORT PA 501(c)(3) 7 UPMC PINNACLE false UPMC LITITZ 1500 HIGHLANDS AVENUE LITITZ PA 17543 820844453 HOSPITAL PA 501(c)(3) 3 UPMC PINNACLE false UPMC MEMORIAL 325 SOUTH BELMONT STREET YORK PA 17405 820912090 HOSPITAL PA 501(c)(3) 3 UPMC PINNACLE false PINNACLE HEALTH REGIONAL PHYSICIANS 409 SOUTH SECOND STREET HARRISBURG PA 17104 820947698 PHYSICIAN SRV PA 501(c)(3) 3 UPMC PINNACLE false UPMC PINNACLE FOUNDATION 409 SOUTH SECOND STREET HARRISBURG PA 17104 222691718 FOUNDATION PA 501(c)(3) Type II UPMC PINNACLE false HANOVER HEALTH CARE PLUSINC 300 HIGHLAND AVENUE HANOVER PA 17331 222658574 SUPPORTING ORG PA 501(c)(3) Type I UPMC PINNACLE false UPMC HANOVER 300 HIGHLAND AVENUE HANOVER PA 17331 231630851 HOSPITAL PA 501(c)(3) 3 HANOVER HEA false PINNACLE HEALTH MEDICAL SERVICES 409 SOUTH SECOND STREET HARRISBURG PA 17104 251709054 PHYSICIAN SRV PA 501(c)(3) 3 UMPC PINNACLE false UPMC PINNACLE 409 SOUTH SECOND STREET HARRISBURG PA 17104 251778658 SUPPORTING ORG PA 501(c)(3) Type II UPMC false UPMC PINNACLE HOSPITALS 409 SOUTH SECOND STREET HARRISBURG PA 17104 251778644 HOSPITAL PA 501(c)(3) 3 UPMC PINNACLE false CHARLES E COLE MEMORIAL HOSPITAL 1001 EAST SECOND STREET COUDERSPORT PA 16915 240802108 HOSPITAL PA 501(c)(3) 3 UPMC false COLE FOUNDATION INC 1001 EAST SECOND STREET COUDERSPORT PA 16915 455417308 FOUNDATION PA 501(c)(3) Type I C COLE MEM H false HAMOT COLE VENTURES 1001 EAST SECOND STREET COUDERSPORT PA 16915 273172100 CLINIC SITES PA 501(c)(3) Type I C COLE MEM H false HENDORN INC 1001 EAST SECOND STREET COUDERSPORT PA 16915 231972659 RES, CARE PA 501(c)(3) Type I C COLE MEM H false ASBURY HEIGHTS OF UPMC 600 GRANT STREET PITTSBURGH PA 15219 251555687 SUPPORTING OR PA 501(c)(3) Type II UPMC SR COMM false ASBURY HEALTH CENTER 600 GRANT STREET PITTSBURGH PA 15219 250969472 CCRC PA 501(c)(3) 10 ASBURY HEIGHTS false ASBURY VILLAS 600 GRANT STREET PITTSBURGH PA 15219 251819952 PENNSYLVANIA PA 501(c)(3) 10 ASBURY HEIGHTS false ASBURY PLACE 600 GRANT STREET PITTSBURGH PA 15219 251729266 PERSONAL CARE PA 501(c)(3) 10 ASBURY HEIGHTS false WESLEY HILLS 600 GRANT STREET PITTSBURGH PA 15219 251507472 INDEP LIVING PA 501(c)(3) 7 ASBURY HEIGHTS false ASBURY 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CORPORATION 300 HIGHLAND AVENUE HANOVER PA 17331 900498067 HOLDING CO PA NA C Corporation false HANOVER APOTHECARY INC 310 STOCK STREET SUITE 1 HANOVER PA 17331 030594526 PHARMACY PA NA C Corporation false UNITED CENTRAL PA RECIPROCAL RISK RETEN 76 SAINT PAUL STREET SUITE 500 BURLINGTON VT 05401 134224033 INSURANCE VT NA C Corporation false PINNACLE HEALTH VENTURES INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 611677624 HOLDING CO PA NA C Corporation false PINNACLE HEALTH IMAGING INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 231718571 IMAGING SVC PA NA C Corporation false COLE CARE INC 1001 EAST 2ND STREET COUDERSPORT PA 16915 251497347 DME PA NA C Corporation false UPMC ITALY HEALTH SERVICES SRL HEALTH SVC IT NA C Corporation false UPMC PROPERTY LTD PROPERTY EI NA C Corporation false EURO CARE INFRASTRUCTURE LTD PROPERTY MGMT EI NA C Corporation false EURO CARE PROPERTY MANAGEMENT LTD PROPERTY MGMT EI NA C Corporation false UPMC WHITFIELD HOSPITAL LTD HOSPITAL EI NA C Corporation false UPMC GLOBAL OPERATIONS CENTER LTD CANCER TREATM EI NA C Corporation false PANTHER REINSURANCE COMPANY LTD 981402742 INSURANCE CJ NA C Corporation false FORBES REINSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981400710 INSURANCE CJ NA C Corporation false CATHEDRAL (RE) INSURANCE CO PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981400837 INSURANCE CJ NA C Corporation false UPMC IRELAND LIMITED HEALTHCARE SU EI NA C Corporation false BLUESPHERE BIO 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 824979766 IMMUNOTHERAPY DE NA C Corporation false INFECTIOUS DISEASE CONNECT INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 833311071 TELEMEDICINE DE NA C Corporation false NOVASENTA INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 825443222 IMMUNOTHERAPY DE NA C Corporation false UPMC HILLMAN CANCER CENTER PINNACLE 101 ERFORD ROAD CAMP HILL PA 17701 833640945 CANCER TREATM PA NA C Corporation false SHANGHAI UPMC CO LTD HEALTHCARE MG CH NA C Corporation false SALVATOR MUNDI 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EI NA C Corporation false MACRADI LTD NORTHWOOD AVENUE Santry Demesne Dublin 9 EI D09C523 INACTIVE EI NA C Corporation false MACRADI DEVELOPMENT LTD NORTHWOOD AVENUE SANTRY DEMESNE DUBLIN 9 EI D09C523 INACTIVE EI NA C Corporation false UPMC HOSPITALS LTD HOLDING CO EI NA C Corporation false false false false false false false false false false false false false true true true true true true true Schedule R, Part I ENTITIES REPORTED IN PARTS I THROUGH IV THAT ARE MARKED WITH AN * ARE NOT TECHNICALLY "RELATED ORGANIZATIONS", AS DEFINED IN THE FORM 990 INSTRUCTIONS AS THE REQUISITE "CONTROL" DID NOT EXIST DURING THE FISCAL YEAR ENDED JUNE 30, 2023. HOWEVER, BECAUSE THESE ENTITIES ARE AFFILIATED WITH UPMC AND THE UPMC PARENT ORGANIZATION HOLDS CERTAIN POWERS WITH RESPECT TO SUCH ENTITIES WE ARE ELECTING TO DISCLOSE THE ENTITIES AS RELATED ORGANIZATIONS IN SCHEDULE R IN THE INTEREST OF TRANSPARENCY. Schedule R, Part II THERE ARE ORGANIZATIONS INCLUDED IN THE UPMC GROUP FORM 990 TAX RETURN FOR FY 2023 WHICH ARE RELATED TO UPMC CARLISLE. THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R.