2023-11-14T14:34:30-06:00 2022-12-31 390859910 BAKER TILLY US LLP 20 STANWIX STREET PITTSBURGH PA 15222 990 2022-01-01 251753852 PITTSBURGH CARE PARTNERSHIP INC PITT 4124361320 2400 ARDMORE BOULEVARD 700 PITTSBURGH PA 15221 FATEMEH HASHTROUDI CHAIR 4124361320 2023-11-13 1 FATEMEH HASHTROUDI XXX-XX-XXXX 0 BRIAN R LENART EA P00289136 4126976400 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES B PIEFFER 2400 ARDMORE BOULEVARD 700 PITTSBURGH PA 15221 86209381 0 X WWW.COMMLIFE.ORG X 1994 PA PITTSBURGH CARE PARTNERSHIP, INC. (COMMUNITY LIFE) IS AN ALL-INCLUSIVE PROGRAM EMPOWERING OLDER ADULTS TO REMAIN AT HOME, WHILE PRESERVING THEIR DIGNITY, INDEPENDENCE AND QUALITY OF LIFE. 4 4 686 4 0 0 19881 532919 69326359 73417161 2650748 729991 24194 32 72021182 74680103 19250 31498 0 0 30226891 32673849 0 0 0 38246327 42356238 68492468 75061585 3528714 -381482 51132739 65769993 6764733 25202868 44368006 40567125 X PITTSBURGH CARE PARTNERSHIP, INC. (COMMUNITY LIFE) IS AN ALL-INCLUSIVE PROGRAM EMPOWERING OLDER ADULTS TO REMAIN AT HOME, WHILE PRESERVING THEIR DIGNITY, INDEPENDENCE AND QUALITY OF LIFE. 0 0 69169305 31498 73417193 IN 2022, THE ORGANIZATION DELAYED AND/OR PREVENTED PERMANENT NURSING HOME PLACEMENT FOR 954 UNDUPLICATED PERSONS IN ALL OR PARTS OF ALLEGHENY, BEDFORD, FULTON, SOMERSET, WASHINGTON, AND WESTMORELAND COUNTIES.COMMUNITY LIFE, A PACE PROGRAM, PRESERVED HEALTH, FUNCTION, AND QUALITY OF LIFE FOR 903 UNDUPLICATED MEMBERS, MORE THAN 99% OF WHOM ARE ON MEDICAID, IN EASTERN ALLEGHENY COUNTY, IRWIN, MON VALLEY, NEW KENSINGTON AND TRAFFORD AREAS, AND ALSO IN BEDFORD & SOMERSET COUNTIES. COMMUNITY LIFE HAS HEALTH CENTERS IN MCKEESPORT, HOMESTEAD, WILKINSBURG, TARENTUM, LOWER BURRELL, BEDFORD, ROSTRAVER AND SOMERSET, PENNSYLVANIA (PA), WHICH PROVIDE PRIMARY MEDICAL CARE, REHABILITATION SERVICES, MEDICAL TRANSPORTATION, ADULT DAY CARE, HOME CARE AND NUMEROUS OTHER SERVICES. TWO OF THESE AREAS ARE DESIGNATED AS BEING UNDERSERVED WITH MEDICAL PROFESSIONALS AND ALL ARE MARKED BY HIGH CONCENTRATIONS OF LOW-INCOME, FRAIL ELDERLY. OUR SUCCESS RATE IN KEEPING SENIORS OUT OF NURSING HOMES IS 92% AND THEY ARE LESS LIKELY TO BE HOSPITALIZED FROM CONDITIONS WHICH MAY BE WORSENED BY LACK OF INFORMATION AND ACCESS TO SERVICES. MEDICARE PAYS CAPITATED RATES THUS LIMITING THEIR EXPOSURE ON THESE COMPLEX INDIVIDUALS AND MEDICAID RATES ARE SET BELOW THE AVERAGE PER CAPITA COST OF LONG-TERM CARE IN THE STATE - AN AVERAGE COST SAVINGS OF OVER $21,000 PER YEAR FOR EVERY PERSON WHO JOINS THE PROGRAM INSTEAD OF CHOOSING NURSING HOME CARE. WE ALSO COORDINATE CARE FOR ALL OUR PARTICIPANTS WHICH LOWERS THE RISK OF UNINTENDED PROBLEMS FROM MULTIPLE MEDICATIONS AND TREATMENTS. NINETY-FIVE PERCENT OF OUR PARTICIPANTS ARE BOTH MEDICARE AND MEDICAID ELIGIBLE, THE WELL-KNOWN DUALS" POPULATION WITH LONG TERM CARE NEEDS THAT ARE THE TYPICALLY THE HIGHEST COST MEDICARE MEMBERS. IN 2022, MORE THAN 1% OF DUAL ELIGIBLE PARTICIPANTS IN THE COMMUNITY LIFE PROGRAM, DID NOT HAVE EITHER MEDICARE PART A OR MEDICARE PART B. COMMUNITY LIFE HAS THE FIRST CO-LOCATION OF A PACE PROGRAM (HOMESTEAD 2002) WITH SENIOR PUBLIC HOUSING AND HAS BEEN TOURED AND STUDIED BY HUD AND OTHER PACE PROGRAMS; THE MODEL WAS REPLICATED IN 2007 IN TARENTUM. IN ADDITION, COMMUNITY LIFE PIONEERED AN INNOVATIVE RELATIONSHIP WITH THE MCKEESPORT HOUSING AUTHORITY IN 2009, FINANCING ACCESSIBILITY IMPROVEMENTS TO 13 APARTMENTS, AND PROVIDING STAFF AND REMOTE MONITORING SYSTEMS ROUND THE CLOCK SO THAT SENIORS COULD AGE IN PLACE IN A COMMUNITY SETTING EVEN LONGER. COMMUNITY LIFE WAS ABLE TO RELOCATE A DOZEN INDIVIDUALS BACK OUT OF A NURSING HOME AND HAS ALSO SOLVED VACANCY PROBLEM FOR THE HOUSING PROVIDER. COMMUNITY LIFE PROVIDES SERVICE COORDINATION PROGRAMS FREE OF CHARGE IN TWELVE SENIOR HIGH RISES IN OUR SERVICE AREA, HELPING INDIVIDUALS TO ACCESS SERVICES FROM RENTAL ASSISTANCE TO HEALTH CARE TO LEGAL. THESE RELATIONSHIPS ENABLE SENIORS IN PUBLIC HOUSING TO AGE IN PLACE, REDUCING VACANCY RATES AND PROVIDING SOLUTIONS FOR HOUSING PROVIDERS WHOSE TENANTS HAVE PROBLEMS MAINTAINING THEIR DOMICILE. A TEAM OF EXPERTS IN GERIATRIC CARE PLANNING - INCLUDING A PHYSICIAN, NURSE, SOCIAL WORKER, DIETITIAN, PHYSICAL AND OCCUPATIONAL THERAPISTS, PERSONAL CARE ASSISTANTS, DRIVERS, AND OTHERS - PROVIDE THE DAILY CARE AND ARRANGE ALL OTHER NEEDED SERVICES, FOLLOW UP WITH PROBLEMS, AND EDUCATE OUR PARTICIPANTS AND THEIR FAMILY CAREGIVERS ABOUT THEIR CONDITIONS AND SETTING GOALS FOR THEIR CARE. IN ADDITION TO HAVING A CARE MANAGER WHO KNOWS ALL OF THE MEMBER'S NEEDS AND HISTORY, THE MEMBER AND THEIR FAMILY ARE RELIEVED OF THE BURDENS OF DEALING WITH MULTIPLE INSURANCE REQUIREMENTS, MAKING APPOINTMENTS, TRANSPORTATION, AND COORDINATING MULTIPLE SERVICES. COMMUNITY LIFE HAS A RICH HISTORY OF COMMUNITY INVOLVEMENT THAT HAS GROWN OVER THE YEARS AT BOTH THE CENTER AND CORPORATE LEVEL. IN 2014 A COMMUNITY BENEFIT REPORT WAS IMPLEMENTED TO TRACK AND REPORT INDIVIDUAL AND COMPANY CONTRIBUTIONS TO THE COMMUNITY. THE COMMUNITIES WE CALL HOME AND WHERE OUR CENTERS ARE BASED ARE IN NEED OF SUPPORT FROM BOTH CORPORATE AND INDIVIDUAL BENEFACTORS. ADDITIONALLY, THE PARTICIPANTS WE SERVE OFTEN HAVE NEEDS BEYOND WHAT THEY CAN AFFORD. LISTED BELOW ARE THE COMMUNITY LIFE ACTIVITIES FOR 2022 TOTALING MORE THAN $574,000 FUNDRAISINGIN 2022, COMMUNITY LIFE PARTICIPATED IN THE ALZHEIMER'S WALK COMMUNITY LIFE RAISES MONEY THROUGHOUT THE YEAR AND IS ALSO A SPONSOR OF THE WALK. IN 2022 $31,498 WAS RAISED THROUGH FUNDRAISING AND OUR SPONSORSHIP CONTRIBUTION.ALZHEIMER'S ASSOCIATION WALK TO END ALZHEIMER'S - $31,498 WILKINSBURG SERVICE PLAN - $10,380ESTABLISHED TO PROVIDE SUPPORT TO UNDERSERVED POPULATIONS IN THE EAST END OF PITTSBURGH. UNCOMPENSATED CARE PROVIDED - $532,229 PARTICIPANTS CLAIMS WITHOUT MEDICARE PART A OR PART B $139,603MID-MONTH ENROLLMENTS HEALTHCARE CLAIMS $248,936MID-MONTH ENROLLMENTS PRESCRIPTION CLAIMS $143,690COMMUNITY ENGAGEMENTCOMMUNITY ENGAGEMENT ENCOURAGES OUR EMPLOYEES TO PARTICIPATE IN EVENTS THAT SUPPORT THE COMMUNITIES IN WHICH WE SERVE. THE PITTSBURGH WALK TO END ALZHEIMER'S WILKINSBURG CHAMBER OF COMMERCE SUPPORTED THROUGH SPONSORSHIPS WILKINSBURG GIVES THANKS BREAKFAST SUPPORT THIS EVENT EACH NOVEMBER HUMAN RESOURCES DEPARTMENT 2022 HIGHLIGHTSCOMMUNITY LIFE HR DEPARTMENT IS HAPPY TO SHARE SOME OF OUR 2022 HIGHLIGHTS.ENCOURAGE DEVELOPMENTONE WAY WE ENCOURAGE DEVELOPMENT IS THROUGH EDUCATION ASSISTANCE SO EMPLOYEES CAN CONTINUALLY GROW PERSONALLY AND PROFESSIONALLY. EMPLOYEE RECOGNITIONTHE EMPLOYEE RECOGNITION COMMITTEE CONDUCTED AN INFORMAL SURVEY TO FIND OUT HOW OUR EMPLOYEES WANTED TO BE RECOGNIZED. THEY TOLD US THAT, BONUS' ASIDE; THEY WOULD LIKE TO BE RECOGNIZED THROUGH: PARTY/SOCIAL EVENTS, VERBAL AND/OR A NOTE OF APPRECIATION, SPOT RECOGNITION. WITH THIS INFORMATION, THE COMMITTEE RE-WORKED THE LIFE SAVER PROGRAM THAT WAS ALREADY IN PLACE,AND IMPLEMENTED THE NEW TOKENS OF APPRECIATION PROGRAM. THEY ALSO PLANNED OUR EMPLOYEE ENGAGEMENT OUTING AND HIGHLIGHTED OUR THANK YOU BONUS. LIFE SAVER 2.0 YEARS OF SERVICE RECOGNITION THANK YOU BONUS 69169305 1 1 0 1 0 0 0 0 1 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 408 0 1 686 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 PA X ANGELA TRUMP 4124361333 2400 ARDMORE BOULEVARD SUITE 700 PITTSBURGH PA 15221 JAMES B PIEFFER CHAIR 3.00 0.00 X X 0 0 0 DEBORAH BRODINE VICE CHAIR 3.00 0.00 X X 0 0 0 ANNA MAZURKIEWICZ TREASURER 3.00 0.00 X X 0 0 0 CELESTE L GOLONSKI SECRETARY 3.00 0.00 X X 0 0 0 ANGELA TRUMP DIRECTOR OF FINANCE 50.00 0.00 X 118828 0 7552 FATEMEH HASHTROUDI PRESIDENT (EFFECTIVE DATE 8/1/22) 60.00 0.00 X 73314 51830 8459 RICHARD DITOMMASO PRESIDENT (END DATE 7/29/22) 60.00 0.00 X 0 138556 24952 RANDY HEBERT MD MEDICAL DIRECTOR 40.00 0.00 X 280377 0 9788 TAMARA SACKS MD PHYSICIAN 40.00 0.00 X 217506 0 7246 SANAE INAGAMI MD PHYSICIAN 40.00 0.00 X 180193 0 7976 BRIAN GOLDWASSER PHYSICIAN 40.00 0.00 X 213577 0 6600 VIPUL GARG PHYSICIAN 40.00 0.00 X 189472 0 6902 1273267 190386 79475 24 0 1 0 UPMC HEALTH PLAN 600 GRANT STREET PITTSBURGH PA 15219 PRESCRIPTION 7549262 UPMC HEALTH PLAN 600 GRANT STREET PITTSBURGH PA 15219 EMPLOYEE HEALTH BENEFITS 3387078 UPMC ST MARGARET 815 FREEPORT ROAD PITTSBURGH PA 15215 HOSPITAL 1390615 UPMC PRESBYTERIAN SHADYSIDE HO 200 LOTHROP STREET PITTSBURGH PA 15213 HOSPITAL 1306228 JOHN J KANE REGIONAL CENTER MC 100 9TH STREET MCKEESPORT PA 15132 NURSING 1287227 49 522867 10052 6533 532919 MEDICARE/MEDICAID PAYMENTS 621610 72705056 72705056 PARTICIPANT CARE 621610 678097 678097 SERVICE COORDINATION REVENUE 900099 34008 34008 73417161 431496 431496 11791291 36482 11502656 26622 288635 9860 298495 298495 MISCELLANEOUS 900099 32 32 32 74680103 73417193 0 729991 X 31498 31498 203580 203580 26473838 25145257 1328581 676892 653822 23070 3196559 2627726 568833 2122980 2014292 108688 19227 19227 24430 24430 133114 133114 31696368 30823935 872433 266047 266047 2331828 2005868 325960 3801231 2747933 1053298 716982 662860 54122 1647549 1546754 100795 434769 184233 250536 TRAINING & RECRUITMENT 557820 131082 426738 PROFESSIONAL DUES 349444 252436 97008 MAINTENANCE 337352 337352 0 MISCELLANEOUS 40077 4257 35820 75061585 69169305 5892280 0 9737009 8983544 1457718 1861469 346632 182309 19964299 11131757 9687585 8832542 29903795 27089747 0 18820382 51132739 65769993 4893621 4997778 1871112 20205090 6764733 25202868 X 44356963 40556166 11043 10959 44368006 40567125 51132739 65769993 X -381482 -3401065 -18334 X X 0 1 X 1 0 X 6665 1482 936011 631 10052 954841 49210984 54478067 66868315 69292351 73383153 313232870 49217649 54479549 67804326 69292982 73393205 314187711 0 0 0 314187711 393285 371331 273369 348377 431496 1817858 393285 371331 273369 348377 431496 1817858 41464 34761 35722 77452 34040 223439 49652398 54885641 68113417 69718811 73858741 316229008 0.99350 0.99320 0.00570 0.00610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 24430 24430 0 PART II-B, LINE 1: PITTSBURGH CARE PARTNERSHIP, INC. IS A MEMBER OF NATIONAL PACE ASSOCIATION (NPA) AND PENNSYLVANIA LIFE PROVIDER ALLIANCE (PALPA). DURING THE YEAR ENDED DECEMBER 31, 2022, PITTSBURGH CARE PARTNERSHIP, INC. PAID FEES ALLOCABLE TO LOBBYING ACTIVITIES OF $24,430. 0 85199 85199 0 1 X 157206 157206 3337823 1100449 2237374 6951118 1508238 5442880 9507688 8523070 984618 10464 10464 8832542 MELLON TRUST 27089747 F 27089747 RIGHT OF USE ASSET 18820382 18820382 OPERATING LEASE LIABILITY 20205090 20205090 X 71145924 -3401065 -3401065 74546989 133114 133114 74680103 74928471 0 74928471 133114 133114 75061585 PART IV, LINE 2B: PITTSBURGH CARE PARTNERSHIP, INC. (PCP), IS THE REPRESENTATIVE PAYEE FOR SOME PARTICIPANTS' SOCIAL SECURITY/RETIREMENT BENEFITS. THESE PARTICIPANTS ARE PERMANENTLY PLACED IN A SKILLED NURSING FACILITY (SNF). ALL OF THESE FUNDS EXCEPT THE PERSONAL CARE ALLOWANCE PORTION ARE APPLIED AS A PARTIAL PAYMENT TO PCP FOR THEIR CARE. PERSONAL CARE ALLOWANCE (PCA) PORTIONS ARE SENT TO THE SNF OR THE POWER OF ATTORNEY ON BEHALF OF THE PARTICIPANT. PART X, LINE 2: THE COMPANY IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS INCOME UNDER SECTION 501(A) OF THE CODE. ON SUCH BASIS, THE COMPANY WILL NOT INCUR ANY LIABILITY FOR INCOME TAXES, EXCEPT FOR POSSIBLE UNRELATED BUSINESS INCOME. THE COMPANY DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. 1 ALZHEIMER'S ASSOCIATION 1100 LIBERTY AVENUE SUITE E201 PITTSBURGH PA 15222 133039601 501(C)(3) 31498 0 N/A N/A TO SUPPORT GLOBAL MISSION OF RESEARCH, RISK REDUCTION, EARLY DETECTION AND MAXIMIZING CARE AND SUPPORT. 1 X X 0 0 0 0 0 0 0 1 0 RANDY HEBERT MD MEDICAL DIRECTOR 280377 0 0 0 0 0 8734 0 1054 0 290165 0 0 0 TAMARA SACKS MD PHYSICIAN 217506 0 0 0 0 0 6540 0 706 0 224752 0 0 0 BRIAN GOLDWASSER PHYSICIAN 213577 0 0 0 0 0 6600 0 0 0 220177 0 0 0 VIPUL GARG PHYSICIAN 189472 0 0 0 0 0 5851 0 1051 0 196374 0 0 0 SANAE INAGAMI MD PHYSICIAN 180193 0 0 0 0 0 5724 0 2252 0 188169 0 0 0 RICHARD DITOMMASO PRESIDENT (END DATE 7/29/22) 0 110956 0 27600 0 0 0 1618 0 23334 0 163508 0 0 PART I, LINE 7 RICHARD DITOMMASO IS ELIGIBLE FOR THE UPMC INCENTIVE COMPENSATION PROGRAM. UPMC PROVIDES INCENTIVE COMPENSATION AS PART OF ITS TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES. THIS COMPONENT IS BASED UPON THE ACCOMPLISHMENT OF THE 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. X 1 6533 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A PROPORTION OF THE TOTAL VOTES OF ALL DIRECTORS IS EQUIVALENT TO THE RATIO OF THE CAPITAL AND OTHER MONIES CONTRIBUTED PURSUANT TO THE CAPITALIZATION AGREEMENT. FORM 990, PART VI, SECTION A, LINE 2 UPMC HEALTH SYSTEM (UPMCHS), AND PRESBYTERIAN SENIOR CARE (PSC) HAVE OWNERSHIP IN PITTSBURGH CARE PARTNERSHIP, INC (PCP).. BOTH UPMCHS AND PSC HAVE REPRESENTATIVES WHO ARE BOARD MEMBERS / OFFICERS OF PCP. IN ADDITION, PCP HAS PROVIDER CONTRACTS WITH VARIOUS UPMCHS ENTITIES, AND PSC FOR VARIOUS SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED ELECTRONICALLY FOR REVIEW TO THE BOARD OF DIRECTORS PRIOR TO FILING. A RESPONSE IS REQUIRED BY A SPECIFIC DATE. AFTER THE RESPONSES HAVE BEEN RECEIVED, AND CHANGES ARE MADE, THE 990 IS CONSIDERED APPROVED AND SUBSEQUENTLY SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS, OFFICERS AND MANAGERS MUST, UPON ASSUMPTION OF THEIR POSITIONS AND ANNUALLY THEREAFTER, SIGN A CONFLICT OF INTEREST STATEMENT WHICH ASKS THEM TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. IF A DIRECTOR, OFFICER OR MANAGER DETERMINES THAT HE OR SHE HAS A CONFLICT OF INTEREST, THE INDIVIDUAL MUST DISCLOSE THE EXACT NATURE OF THE CONFLICT AND REFRAIN FROM TAKING ANY ACTION WITH RESPECT TO THIS MATTER. DISCLOSURES ARE REQUIRED AS A CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 A RANGE IS ESTABLISHED FOR EACH POSITION BASED ON COMPARABLE DATA, AND COMPENSATION IS INCREASED BASED ON EITHER PRE-DETERMINED AMOUNTS BASED ON A PERFORMANCE REVIEW, AND/OR A MARKET ADJUSTMENT BASED ON UPDATED COMPARABLE DATA. GENERALLY, THIS DATA IS REVIEWED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANT & CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 30,512,753. MANAGEMENT AND GENERAL EXPENSES 872,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,385,186. HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 311,182. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 311,182. FORM 990, PART XI, LINE 9: DISTRIBUTIONS CUMULATIVE EFFECT OF A CHANGE IN ACCOUNTING PRINCIPLE -18,250. NET ASSETS RELEASED FROM RESTRICTIONS -84. FORM 990, PART XII, LINE 2C NO CHANGE IN OVERSIGHT PROCESS IN THE CURRENT YEAR. UPMC 600 GRANT STREET PITTSBURGH PA 15219 232919472 HEALTHCARE SYSTEM PA 501(C)(3) 170(B)(1)(A)(III) N/A 0 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 1 1