2025-05-13T12:59:52-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 820947698 PINNACLE HEALTH REGIONAL PHYSICIANS PINN 7172318245 PO BOX 8700 HARRISBURG PA 171058700 GREG MITSTIFER CHIEF FINANCIAL OFFICER 7172318245 2025-05-12 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-05-07 2023 2025-03-06 01:10:19Z GREG MITSTIFER PO BOX 8700 HARRISBURG PA 171058700 74897370 0 X WWW.UPMC.COM/CAMPAIGNS/SOUTHCENTRAL-PA X 2017 PA ENGAGED IN THE PROVISION OF PRIMARY AND SPECIALTY PHYSICIAN SERVICES. 15 12 483 12 18464 5093 77066 4974 42482321 42185701 0 105 31986525 32666500 74545912 74857280 0 0 0 0 56197067 54836738 0 0 0 18347890 20020542 74544957 74857280 955 0 4703410 4472003 149967226 149735819 -145263816 -145263816 X PINNACLE HEALTH REGIONAL PHYSICIANS IS A CHARITABLE ORGANIZATION DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH AND QUALITY OF LIFE FOR ALL THE PEOPLE OF CENTRAL PENNSYLVANIA BY PROVIDING PRIMARY AND SPECIALTY PHYSICIAN SERVICES. 0 0 64215619 0 42185701 PINNACLE HEALTH REGIONAL PHYSICIANS (PHRP) IS A TAX-EXEMPT ENTITY THAT IS PRIMARILY ENGAGED IN THE PROVISION OF PHYSICIAN SERVICES. SEE SCHEDULE O 64215619 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 483 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X GREG MITSTIFER CHIEF FINANCIAL OFFICER 7172318032 PO BOX 8700 HARRISBURG PA 171058700 DOUGLAS NEIDICH BOARD CHAIRMAN 1.00 19.00 X X 0 0 0 MARK GLESSNER BOARD VICE CHAIRMAN 1.00 7.00 X X 0 0 0 ANTHONY GUARRACINO DO DIRECTOR 1.00 6.00 X 0 480402 35154 JOEL YUHAS DIRECTOR 1.00 6.00 X 0 0 0 AMY MEISTER DO DIRECTOR 1.00 7.00 X 0 0 0 BARRY SCHOCH DIRECTOR 1.00 7.00 X 0 0 0 EILEEN SIMMONS DIRECTOR 1.00 6.00 X 0 0 0 JONATHAN VIPOND III ESQ DIRECTOR 1.00 7.00 X 0 0 0 KATHLEEN PAVELKO DIRECTOR 1.00 7.00 X 0 0 0 PAUL SPEARS MD DIRECTOR 1.00 6.00 X 0 0 0 RICHARD HAMILTON DIRECTOR 1.00 6.00 X 0 0 0 ROBERT MONTLER DIRECTOR 1.00 6.00 X 0 0 0 YVONNE HOLLINS DIRECTOR 1.00 7.00 X 0 0 0 THOMAS NICHOLSON MD DIRECTOR 1.00 46.00 X 0 776112 38305 TROY MORITZ DO DIRECTOR (R 6/24) 1.00 40.00 X 0 891490 38355 JOHN HICKEY DIRECTOR 1.00 6.00 X 0 254987 41949 DAVID MARTIN DIRECTOR (R 12/23) 1.00 8.00 X 0 0 0 DAVID GIBBONS PRESIDENT 5.00 47.00 X 0 1206540 140493 CHRISTINE MILLER ESQ SECRETARY/ASSOC. COUNSEL 5.00 45.00 X 0 427890 77031 KERRY MALONEY ASSISTANT SECRETARY 5.00 45.00 X 0 198776 44942 GREG MITSTIFER CFO 5.00 47.00 X 0 251282 47616 AMANDA MORGAN ASSISTANT TREASURER 1.00 48.00 X 0 234304 41705 LOUIS BAVERSO PRESIDENT & COO (R 9/23) 1.00 49.00 X 0 785603 65783 ANDREW DUSSINGER MD UROLOGIST 40.00 0.00 X 1153260 0 34161 WILLIAM PARISH MD SURGEON, ORTHO - LANC REG 40.00 0.00 X 962673 0 33939 SCOTT RIEBEL MD CARDIOLOGIST 40.00 0.00 X 778333 0 26514 MATTHEW EVANS MD CARDIOLOGIST 40.00 0.00 X 761471 0 28908 VINCENT AVALLONE ORTHOPEDIC SURGEON 40.00 0.00 X 751248 0 27550 PHILIP W GUARNESCHELLI FMR PRESIDENT & CEO (R 9/22) 0.00 0.00 X 0 1128095 24232 4406985 6635481 746637 106 1 1 0 0 4974 4974 PATIENT REVENUE, NET 621110 42060048 42060048 REPORTING/QUALITY INCENTIVES 900099 125653 125653 42185701 137614 40090 97524 97524 97524 105 0 105 105 105 I/C LOSS REIMBURSEMENTS 900099 32525279 32525279 SKIN CARE PRODUCTS 900099 18464 18464 ALL OTHER REVENUE 900099 18451 18451 6782 6782 32568976 74857280 42185701 18464 32648141 47006105 43715678 3290427 1672418 1555349 117069 3744340 3482236 262104 2413875 2244904 168971 6802572 6802572 1702080 1701953 127 19037 19037 667644 667644 82637 82637 5124276 5124276 73048 73048 16801 16801 372963 372963 PHARMACY 2492477 2492477 BAD DEBT 1222217 1222217 MEDICAL SUPPLIES 901004 901004 REPAIRS AND MAINTENANCE 228046 228046 315740 315349 391 74857280 64215619 10641661 0 5737 5812 169 0 3060052 2972939 270298 275502 4547370 3501052 1192597 1046318 75455 75455 99102 95977 4703410 4472003 3037782 3487280 15670 18031 146913774 146230508 149967226 149735819 X -145263816 -145263816 -145263816 -145263816 4703410 4472003 0 0 X X 0 1 X 1 1 1 X 93876 1043 92833 1604794 1175571 429223 2847735 2324438 523297 965 965 1046318 LONG TERM LIABILITIES 94021 DUE TO EXEMPT AFFILIATES 146136487 146230508 X PART X, LINE 2: 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, 2024, UPMC DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS RECORDED. 1 1 0 0 0 0 0 1 0 DAVID GIBBONS PRESIDENT 0 574656 0 500000 0 131884 0 126712 0 13781 0 1347033 0 74725 ANDREW DUSSINGER MD UROLOGIST 992473 0 158654 0 2133 0 24560 0 9601 0 1187421 0 0 0 PHILIP W GUARNESCHELLI FMR PRESIDENT & CEO (R 9/22) 0 0 0 293412 0 834683 0 0 0 24232 0 1152327 0 0 WILLIAM PARISH MD SURGEON, ORTHO - LANC REG 910546 0 25000 0 27127 0 28225 0 5714 0 996612 0 0 0 TROY MORITZ DO DIRECTOR (R 6/24) 0 568685 0 318014 0 4791 0 28104 0 10251 0 929845 0 0 LOUIS BAVERSO PRESIDENT & COO (R 9/23) 0 320681 0 440000 0 24922 0 26400 0 39383 0 851386 0 22500 THOMAS NICHOLSON MD DIRECTOR 0 772524 0 0 0 3588 0 27983 0 10322 0 814417 0 0 SCOTT RIEBEL MD CARDIOLOGIST 743681 0 29750 0 4902 0 24075 0 2439 0 804847 0 0 0 MATTHEW EVANS MD CARDIOLOGIST 730011 0 29750 0 1710 0 24439 0 4469 0 790379 0 0 0 VINCENT AVALLONE ORTHOPEDIC SURGEON 734789 0 0 0 16459 0 27264 0 286 0 778798 0 0 0 ANTHONY GUARRACINO DO DIRECTOR 0 404240 0 69396 0 6766 0 24560 0 10594 0 515556 0 0 CHRISTINE MILLER ESQ SECRETARY/ASSOC. COUNSEL 0 234853 0 190000 0 3037 0 51414 0 25617 0 504921 0 1368 GREG MITSTIFER CFO 0 215976 0 34900 0 406 0 15611 0 32005 0 298898 0 0 JOHN HICKEY DIRECTOR 0 210101 0 42000 0 2886 0 17787 0 24162 0 296936 0 0 AMANDA MORGAN ASSISTANT TREASURER 0 199043 0 34900 0 361 0 14998 0 26707 0 276009 0 0 KERRY MALONEY ASSISTANT SECRETARY 0 152360 0 45000 0 1416 0 7633 0 37309 0 243718 0 0 PART I, LINE 3 PINNACLE HEALTH REGIONAL PHYSICIANS 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 PART I, LINES 4A-B PHILIP GUARNESCHELLI, PRESIDENT AND CEO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $782,433 IN CALENDAR YEAR 2023 RELATED TO HIS DEPARTURE FROM THE ORGANIZATION. 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 SATISFIED 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. PART I, LINE 7 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. PART III, LINE 4A: THE PHYSICIAN SERVICES PROVIDED WITHIN PHRP SUPPORT AND ENHANCE THE SERVICES OF UPMC PINNACLE HOSPITALS AND THE UPMC PINNACLE CENTRAL PENNSYLVANIA MARKETS. IT PROVIDES FIRST CLASS PREVENTATIVE CARE TO THE COMMUNITY AS WELL AS COLLABORATES WITH ITS AFFILIATES TO IMPROVE THE QUALITY OF HEALTHCARE AND THE PATIENT EXPERIENCE. PHRP PROVIDED FREE CARE DURING THE YEAR IN THE AMOUNT OF $761,000. PHRP PROVIDED CHARITABLE CONTRIBUTIONS AND SUBSIDIZED HEALTH SERVICES TO THE COMMUNITY AT A COST OF OVER $7,700,000. PINNACLE HEALTH REGIONAL PHYSICIANS IS AN AMALGAMATION OF PRIMARY CARE, SPECIALTY CARE, AND CLINIC PHYSICIAN PRACTICES. IN FISCAL YEAR 2024, THERE WERE 25 SPECIALTY PRACTICES THROUGHOUT CENTRAL PENNSYLVANIA. PHRP INCLUDES THE FOLLOWING SPECIALTY PRACTICES: ARTHRITIS & RHEUMATOLOGY, CANCER CARE (INCLUDING BREAST HEALTH, HEMATOLOGY ONCOLOGY CARE, AND RADIATION THERAPY), CARDIOLOGY, FOOT & ANKLE, SURGICAL (INCLUDING ENT HEAD & NECK, GENERAL SURGERY, ONCOLOGY, ORTHOPEDIC, PLASTIC & AESTHETIC AND VASCULAR), INFECTIOUS DISEASE, NEUROLOGY, OB GYN, PULMONARY & SLEEP AND UROLOGY. MANAGEMENT CONSIDERS THE INVESTMENT IN SPECIALTY SERVICES CRITICAL IN MAINTAINING AN INTEGRATED DELIVERY SYSTEM WHICH WILL AID IN THE FUTURE SUCCESS OF THE UPMC PINNACLE MARKETS. ONE CLINIC PRACTICE LOCATED WITHIN LANCASTER, PA SERVES AN UN-INSURED, UNDER-INSURED AND LARGE MEDICAL ASSISTANCE COMMUNITY AS IT SERVES ITS MISSION STATEMENT TO BE A CHARITABLE ORGANIZATION DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH AND QUALITY OF LIFE. PRIMARY CARE SERVICES ARE CURRENTLY PROVIDED THROUGH 20 FAMILY CARE PRACTICES LOCATED IN SURROUNDING CENTRAL PENNSYLVANIA COMMUNITIES. DURING THE FISCAL YEAR ENDED JUNE 30, 2024, COMBINED PRIMARY CARE, LANCASTER CLINIC, AND SPECIALTY CARE PATIENT VISITS TOTALED 124,121. 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 PINNACLE HEALTH MEDICAL SERVICES, ISSUES AND FILES ALL FORM 1099S FOR PINNACLE HEALTH MEDICAL SERVICES. PART V, LINE 15: UPMC GROUP ENTITIES DO NOT HAVE A SECTION 4960 EXCISE TAX LIABILITY TO REPORT ON FORM 4720 RELATED TO PAYMENTS OF $1 MILLION OR MORE IN REMUNERATION OR EXCESS PARACHUTE PAYMENTS DURING THE TAX YEAR ENDED JUNE 30, 2024. REMUNERATION IS NOT TAKEN INTO ACCOUNT FOR THE PURPOSES OF THE EXCISE IF NO DEDUCTION FOR THE REMUNERATION IS ALLOWED BY REASON OF SECTION 162(M). SECTION 162(M)(6) IMPOSES A COMPENSATION DEDUCTION LIMITATION ON CONTROLLED GROUPS, SUCH AS THE UPMC CONTROLLED GROUP, THAT INCLUDE ONE OR MORE COVERED HEALTH INSURANCE PROVIDERS. FORM 990, PART VI, SECTION A, 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 PINNACLE HEALTH REGIONAL PHYSICIANS, ISSUES AND FILES ALL FORM 1099S FOR PINNACLE HEALTH REGIONAL PHYSICIANS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS UPMC PINNACLE, A FEDERALLY TAX EXEMPT, STATE NONPROFIT 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, GROUND BREAKING RESEARCH AND TREATMENTS WITH LOCATIONS IN WESTERN AND CENTRAL PENNSYLVANIA, MARYLAND, NEW YORK AND AROUND THE WORLD. FORM 990, PART VI, SECTION A, LINE 7A AS SOLE MEMBER OF THE ORGANIZATION, UPMC PINNACLE ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B 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, SECTION B, LINE 11B 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. MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING AND PROVIDED OPPORTUNITY TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C UPMC REQUIRES KEY EMPLOYED AND NON-EMPLOYED PERSONNEL TO COMPLY WITH ITS CONFLICT OF INTEREST POLICIES WHEN THEY ENGAGE IN UPMC-RELATED BUSINESS. PERSONS COVERED BY THE POLICIES INCLUDE: -UPMC BOARD MEMBERS, BOARD COMMITTEE MEMBERS, CORPORATE OFFICERS, AND KEY EMPLOYEES -UPMC PHYSICIANS AND NON-PHYSICIAN EMPLOYEES WHO HOLD A POSITION OF INFLUENCE -IDENTIFIED NON-EMPLOYED MEMBERS OF THE UPMC MEDICAL STAFF WHO HOLD A POSITION OF INFLUENCE OR TRUST-INDIVIDUALS CONDUCTING CLINICAL RESEARCH AT UPMC, WHETHER OR NOT THEY ARE EMPLOYED BY UPMC. THESE INDIVIDUALS ARE REQUIRED TO COMPLETE A QUESTIONNAIRE AT LEAST ANNUALLY, WHICH ALONG WITH OTHER DATA IS USED TO IDENTIFY POSSIBLE INDIVIDUAL AND INSTITUTIONAL CONFLICTS OF INTEREST. IF A POTENTIAL CONFLICT IS IDENTIFIED REGARDING A SPECIFIC UPMC ACTIVITY, THE 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. FOR EMPLOYED PERSONNEL AND NON-BOARD MEMBER, NON-EMPLOYED PERSONNEL, THE CONFLICT OF INTEREST IDENTIFICATION AND MANAGEMENT PROCESS IS ULTIMATELY OVERSEEN BY AN ETHICS AND COMPLIANCE COMMITTEE OF THE UPMC BOARD OF DIRECTORS ON BEHALF OF UPMC AND ALL ITS SUBSIDIARIES. POTENTIAL CONFLICT OF INTEREST TRANSACTIONS INVOLVING UPMC BOARD MEMBERS AND ENTITIES WITH WHICH THEY ARE AFFILIATED ARE MONITORED AND SUBJECT TO PRE-APPROVAL BY THE GOVERNANCE AND NOMINATING COMMITTEE OF THE UPMC BOARD OF DIRECTORS. IN ADDITION TO THE GENERAL CORPORATE AND BOARD POLICIES DESCRIBED ABOVE, UPMC HAS ALSO DEVELOPED AND IMPLEMENTED A SEPARATE TAX QUESTIONNAIRE DISTRIBUTED TO OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ANNUALLY THAT SPECIFICALLY ADDRESSES DISCLOSURE REQUIREMENTS OF FORM 990. FORM 990, PART VI, SECTION B, LINE 15 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. 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 NONPROFIT 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. PHYSICIAN COMPENSATION: THE PHYSICIAN COMPENSATION COMMITTEE HAS THE AUTHORITY TO DEVELOP PHYSICIAN COMPENSATION AND INCLUDES UPMC PINNACLE BOARD REPRESENTATION. THE COMMITTEE UTILIZES INDUSTRY GUIDELINES FOR COMPENSATION, TAKING INTO CONSIDERATION SPECIALTY. IN ADDITION, AS NEEDED, THE COMMITTEE ALSO UTILIZES THIRD PARTY VALUATIONS TO ESTABLISH PHYSICIAN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. 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. 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. 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, 2023. 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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. FORM 990, SCHEDULE R, PARTS II: THERE ARE ORGANIZATIONS INCLUDED IN THE UPMC GROUP FORM 990 TAX RETURN FOR FY 2024 WHICH ARE RELATED TO PINNACLE HEALTH REGIONAL PHYSICIANS. THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R.