2025-05-13T12:36:45-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 820880337 UPMC CARLISLE UPMC 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 179940434 0 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. 15 12 980 85 166239 0 1118125 557141 172189016 178235610 57928 22749 744747 663986 174109816 179479486 173631 157211 0 0 62029720 67481399 0 0 0 95656488 89006489 157859839 156645099 16249977 22834387 100957209 107264093 98184988 99882612 2772221 7381481 X 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. 0 0 149334842 157211 178069371 UPMC CARLISLE ("THE HOSPITAL") IS PART OF UPMC IN CENTRAL PA (UPMC PINNACLE), A DIVISION OF UPMC. UPMC IS A WORLD-RENOWNED NONPROFIT HEALTH CARE PROVIDER AND INSURER WITH 100,000 EMPLOYEES-INCLUDING MORE THAN 5,000 PHYSICIANS-CARING FOR PATIENTS ACROSS MORE THAN 40 HOSPITALS AND 800 OUTPATIENT SITES IN PENNSYLVANIA, NEW YORK, AND MARYLAND, AS WELL AS OVERSEAS. UPMC INSURANCE SERVICES COVERS MORE THAN 4 MILLION MEMBERS. SEE SCHEDULE O 149334842 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 980 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 CFO 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 40.00 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 427887 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 JARROD JOHNSON PRESIDENT, UPMC CARLISLE 40.00 0.00 X 434568 0 81778 JENNIFER PORCOPIO SR. PROFESSIONAL STAFF NURSE, BSN 40.00 0.00 X 208541 0 54765 MANDY MARTIN CNO, VP PATIENT CARE SERVICES 40.00 0.00 X 173763 0 42110 PAUL MAKOSKY PHARMACIST 40.00 0.00 X 150246 0 43917 SOMMER DAMITER SUPERVISOR CHIEF PHARMACIST 40.00 0.00 X 175101 0 14803 PHILIP W GUARNESCHELLI FMR PRESIDENT & CEO (R 9/22) 0.00 0.00 X 0 1128095 24232 1142219 6635478 832938 182 1 1 0 QUEST DIAGNOSTICS VENTURE LLC PO BOX 135589 PHILADELPHIA PA 19101 LAB SERVICES 522980 ORTHOPEDIC SURGEONS LTD 3399 TRINDLE ROAD CAMP HILL PA 17011 ORTHOPEDIC SERVICES 275600 NOVO HEALTH SERVICES LLC 67 HOOVER AVE DUBOIS PA 19101 LAUNDRY SERVICES 190139 RGI MANAGEMENT COMPANY LLC 2112 HARRISBURG PIKE 202 LANCASTER PA 176012644 PHYSICIAN SERVICES 145835 4 95271 461870 557141 PATIENT REVENUE, NET 621500 174117942 173951703 166239 ONCOLOGY INFUSION REVENUE 621500 4079862 4079862 RADIOLOGY & LAB SERVICE REVENUE 621990 37806 37806 178235610 14172 14172 347833 460948 -113115 -113115 -113115 8577 0 8577 8577 8577 MISC. INCOME 900099 380881 380881 CAFETERIA REVENUE 900099 281877 281877 VENDOR REBATES 900099 108216 108216 6127 6127 777101 179479486 178069371 166239 686735 X 157211 157211 54840157 51001346 3838811 2228473 2072480 155993 6964207 6476712 487495 3448562 3207163 241399 10211706 10211334 372 50000 46500 3500 29367879 29040786 327093 530788 477709 53079 1510985 1329667 181318 3332790 2599576 733214 122984 84859 38125 17268 17268 1502 1352 150 4340892 3819985 520907 MEDICAL SUPPLIES 15437256 15437256 MEDICAL IMPLANTS 8179873 8179873 BAD DEBT 4997111 4997111 DRUGS 3550667 3550667 7354788 6643255 711533 156645099 149334842 7310257 0 1175 1175 43371 1387644 12192403 18653914 999663 999663 2924918 723770 116638153 31140226 84795679 85497927 100957209 107264093 1807494 3593118 96377494 96289494 98184988 99882612 X 2772221 7381481 2772221 7381481 100957209 107264093 X 22834387 -18225127 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5309002 5309002 80531002 14081409 66449593 1405917 659660 746257 28754788 16372387 12382401 637444 26770 610674 85497927 OTHER LONG TERM LIABILITIES 741484 DUE TO AFFILIATES 95404016 CAPITAL LEASE 143994 96289494 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 X 1 X 300.000000000000 1 X 1 1 1 0 1 1 1865472 1865472 0.01230 21764750 13120358 8644392 0.05700 134193 98978 35215 0.00020 23764415 13219336 10545079 0.06950 269210 269210 0.00180 11798 11798 0.00010 157211 157211 0.00100 438219 438219 0.00290 24202634 13219336 10983298 0.07240 1 1130347 146945 59430904 70616143 -11185239 X 1 1 1 1 UPMC CARLISLE 361 ALEXANDER SPRING ROAD CARLISLE PA 17015 HTTPS://WWW.UPMC.COM/CAMPAIGNS/SOUTHCE 035801 X X X UPMC CARLISLE 1 0 0 1 X X X X X X X X X 21 1 1 0 1 X SEE PART V SUPPLEMENTAL INFORMATION X 1 21 1 SEE PART V SUPPLEMENTAL INFORMATION 0 1 X 300.000000000000 400.000000000000 X X X X 1 1 X X X X 1 X WWW.UPMC.COM X WWW.UPMC.COM X WWW.UPMC.COM X X X X X X 1 X 0 1 X 0 0 UPMC CARLISLE PART V, SECTION B, LINE 5: 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/COMMUNITY-HEALTH-NEEDS-ASSESSMENT UPMC CARLISLE PART V, SECTION B, LINE 6A: 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. UPMC CARLISLE PART V, SECTION B, LINE 11: THROUGH A RIGOROUS CHNA METHODOLOGY, UPMC HOSPITALS IN CENTRAL PENNSYLVANIA IDENTIFIED THREE MAJOR THEMES REPRESENTING THE SIGNIFICANT HEALTH NEEDS IN THEIR COMMUNITIES: 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 UPMC CARLISLE PART V, SECTION B, LINE 15E: 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 A 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. PART V, SECTION B, LINE 7A: HTTP://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH NEEDSASSESSMENT.ASPX PART V, SECTION B, LINE 10A: HTTP://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDSASSESSMENT.ASPX PART V, SECTION B, 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. 4 1 - ADVANCED WOUND HEALING CENTER 366 ALEXANDER SPRING RD CARLISLE PA 17015 OUTPATIENT SERVICES 2 - CARLISLE OUTPATIENT SURGERY CENTER 31 SPRINT DR CARLISLE PA 17015 SURGICAL SERVICES 3 - CARLISLE REG SLEEP CTR CARLISLE 1533 COMMERCE AVE STE 3 CARLISLE PA 17015 OUTPATIENT SERVICES 4 - UPMC IMAGING SERVICES SHIPPENSBURG 127 WALNUT BOTTOM RD SHIPPENSBURG PA 17257 IMAGING SERVICES PART I, LINE 6A: UPMC CARLISLE PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT; THE REPORT ENCOMPASSES INFORMATION FOR THE ENTIRE INTEGRATED DELIVERY AND FINANCING SYSTEMS (IDFS) THAT MAKE UP THE UPMC HEALTH SYSTEM. IT IS POSTED AND AVAILABLE TO THE PUBLIC VIA THE UPMC WEBSITE, WWW.UPMC.COM PART I, LINE 7: 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". PART I, LN 7 COL(F): THE TOTAL EXPENSES REPORTED ON FORM 990, PART IX, LINE 25, COLUMN A INCLUDE 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 $151,647,988. PART III, LINE 2: COSTING METHODOLOGY USED TO DETERMINE THE AMTS REPORTED IN PT III LINE 2 & 3: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". PART III, LINE 3: RATIONALE FOR INCLUDING BAD DEBT AMOUNTS IN COMMUNITY BENEFIT:THE ORGANIZATION'S BAD DEBT EXPENSE CONSISTS SOLELY OF SELF-PAY PATIENT ACCOUNTS DEEMED UNCOLLECTIBLE. 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. PART III, LINE 4: 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. PART III, LINE 8: COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS OF CARE: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 PATIENTSARE TRULY UNCOMPENSATED CARE THAT SHOULD BE STATED IN PART I, LINE 7 TO PATIENTS FOR WHICH THE ENTITY IS UNABLE TO COLLECT, REGARDLESS OF THE EFFICIENCY OF PROVISION OF THE RELATED CARE COSTS. PART III, LINE 9B: 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 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. PART VI, LINE 3: 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. PART VI, LINE 6: 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. PART VI, LINE 7, REPORTS FILED WITH STATES PA PART VI, LINE 2, 4, AND 5: 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.ASPXBUILDING 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: WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/COMMUNITY-HEALTH-NEEDS-ASSESSMENTIMPLEMENTATION 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 IS MAKING MEASURABLE PROGRESS TO HELP IMPROVE COMMUNITY HEALTH. PART VI, LINE 2, 4, AND 5 CONT'D: PROVIDING LOCAL ACCESS TO BEHAVIORAL HEALTH SERVICES: OVER THE LAST THREE YEARS, UPMC CARLISLE CONTINUED TO INCREASE THE CONVENIENCE AND ACCESSIBILITY OF BEHAVIORAL HEALTH SERVICES BY LEVERAGING ITS PARTNERSHIPS TO BRING ADDITIONAL CARE AND EXPERTISE TO CUMBERLAND COUNTY. FOR EXAMPLE, UPMC CARLISLE CONTINUES TO PARTNER WITH EXPERTS AT UPMC WESTERN PSYCHIATRIC HOSPITAL TO PROVIDE PATIENTS IN THE EMERGENCY DEPARTMENT WITH TIMELY BEHAVIORAL HEALTH VIRTUAL EVALUATIONS THROUGH TELEPSYCHIATRY. BETWEEN JULY 2023 AND DECEMBER 2023, 48 TELEPSYCHIATRY EVALUATIONS WERE PERFORMED IN THE HOSPITAL'S EMERGENCY DEPARTMENT. IN ADDITION, UPMC CARLISLE CONTINUES TO PARTNER WITH THE CENTER FOR ADDICTION RECOVERY AT UPMC IN CENTRAL PA. TO HOST THE MEDICATION-ASSISTED TREATMENT (MAT) MOBILE UNIT. MAT PROVIDES MEDICATIONS, IN COMBINATION WITH COUNSELING AND BEHAVIORAL THERAPIES, TO TREAT ADDICTION TO OPIOIDS. THIS MAT MOBILE UNIT REDUCES TRANSPORTATION BARRIERS TO TREATMENT FOR PATIENTS WITH SUBSTANCE USE DISORDERS, ALLOWING THEM TO RECEIVE WEEKLY MAT SERVICES AT TWO DIFFERENT SITES IN CARLISLE. BETWEEN JULY 2022 AND DECEMBER 2023, THE MAT MOBILE UNIT SAW MORE THAN 500 PATIENT ENCOUNTERS IN CARLISLE. EXPANDING LOCAL ACCESS TO SPECIALTY CARE: OVER THE LAST THREE YEARS, UPMC CARLISLE FOCUSED ON PROVIDER RECRUITMENT AND LEVERAGED UPMC'S SYSTEM-WIDE RESOURCES TO BRING ADVANCED, HIGH-QUALITY CARE CLOSER TO HOME. TO IMPROVE LOCAL ACCESS TO SPECIALTY CARE, UPMC CARLISE SUCCESSFULLY RECRUITED 15 NEW PROVIDERS ACROSS A RANGE OF SPECIALTIES, INCLUDING ENDOCRINOLOGY, PSYCHIATRY, UROLOGY, OBSTETRICS AND GYNECOLOGY, PALLIATIVE CARE, ORTHOPEDICS, AND CARDIOTHORACIC SURGERY. AND, TO HELP REDUCE PATIENT WAIT TIMES FOR SPECIALTY CARE, UPMC CARLISLE JOINED A REGIONAL EFFORT TO LAUNCH FAST PASS, AN AUTOMATED WAITLIST FOR MORE THAN 400 DEPARTMENTS. THIS 2023 INITIATIVE RESULTED IN 2,600 SPECIALTY APPOINTMENTS BEING MOVED UP BY APPROXIMATELY TWO MONTHS. BRIDGING GAPS TO IMPROVE CARE COORDINATION: OVER THE LAST THREE YEARS, UPMC CARLISLE ENHANCED PROGRAMS THAT ADDRESS CARE COORDINATION, AS WELL AS EDUCATION PROGRAMS TO TEACH PATIENTS AND COMMUNITY MEMBERS ABOUT CARE SERVICES THAT BEST MEET THEIR NEEDS. IN APRIL 2023, UPMC'S COMMUNITY PARAMEDICINE PROGRAM EXPANDED TO SERVE CUMBERLAND COUNTY. THIS PROGRAM SERVES AS A BRIDGE BETWEEN A PATIENT'S DISCHARGE FROM THE HOSPITAL AND FOLLOW-UP APPOINTMENTS WITH THEIR DOCTOR. ACTING AS A LINK BETWEEN THE PATIENT AND THE DOCTOR, UPMC'S PARAMEDICS PERFORM PHYSICAL ASSESSMENTS, COLLECT VITALS, MAKE SURE PATIENTS ARE TAKING THEIR CORRECT MEDICATIONS, COMPLETE HOME SAFETY CHECKS, AND TEACH PATIENTS ABOUT LONG-TERM ILLNESSES AND DISEASES. BETWEEN JULY 2023 AND DECEMBER 2023, COMMUNITY PARAMEDICINE SERVED 44 PATIENTS IN THE UPMC CARLISLE AREA. ADDITIONALLY, UPMC CARLISLE PARTICIPATED IN A REGIONAL INITIATIVE TO TRAIN HOSPITAL CHAPLAINS TO BE ADVANCE CARE PLANNING CHAMPIONS, INCLUDING A TRAINING EVENT IN APRIL 2024. WITH THIS KNOWLEDGE, CHAPLAINS ARE BETTER EQUIPPED TO ASSIST UPMC CARLISLE'S PALLIATIVE CARE AND SUPPORTIVE MEDICINE TEAM WITH ADVANCE CARE DIRECTIVES.ADDRESSING THE HEALTH NEEDS OF HOMELESS INDIVIDUALS: IN SEPTEMBER 2022, UPMC'S STREET MEDICINE PROGRAM EXPANDED TO SERVE CUMBERLAND COUNTY. THIS PROGRAM OFFERS PRIMARY CARE TO THOSE WHO ARE UNSHELTERED AND EXPERIENCING HOMELESSNESS. THE STREET MEDICINE TEAM PERFORMS WEEKLY OUTREACH IN THE ENCAMPMENTS, SHELTERS, AND ANYWHERE PATIENTS FEEL COMFORTABLE, HELPING TO OVERCOME BARRIERS TO CARE FOR PEOPLE EXPERIENCING HOMELESSNESS. IN ADDITION, HOMELESS INDIVIDUALS CAN ACCESS CARE THROUGH VIRTUAL VISITS AT RESIDENTIAL SHELTERS IN CUMBERLAND COUNTY, AT A UPMC CLINIC INSIDE OF CARLISLE CARES AND SHIPPENSBURG FAMILY SHELTER. BETWEEN SEPTEMBER 2022 AND DECEMBER 2023, THE STREET MEDICINE PROGRAM SAW 556 PATIENT ENCOUNTERS IN CARLISLE.SUPPORTING HEALTH SCREENINGS AT LOCAL SCHOOLS: IN 2022, UPMC CARLISLE EXPANDED ITS PARTNERSHIPS TO FOUR SCHOOL DISTRICTS WITHIN CUMBERLAND AND PERRY COUNTIES, PROVIDING HEALTH SCREENINGS IN 12 SCHOOLS. THE HOSPITAL ASSISTS SCHOOL NURSES IN PERFORMING HEIGHT, WEIGHT, VISION, AND HEARING SCREENINGS. THESE SCREENINGS HELP SCHOOL NURSES IDENTIFY WHICH STUDENTS FAILED A SCREENING AND NEED A REFERRAL NOTIFICATION SENT HOME TO ALERT CAREGIVERS OF THEIR CHILD'S SCREENING RESULT. HEARING OR VISUAL DEFICITS COULD IMPEDE LEARNING IN THE CLASSROOM, OR A HIGH BMI SCORE COULD PUT A CHILD AT RISK FOR DIABETES OR OBESITY. BY ASSISTING WITH SCHOOL HEALTH SCREENINGS, UPMC CARLISLE HOPES TO HELP IMPROVE A STUDENT'S ABILITY TO LEARN AND THEIR OVERALL HEALTH. BETWEEN JUNE 2022 AND DECEMBER 2023, UPMC CARLISLE CONDUCTED 10,049 SCHOOL HEALTH SCREENINGS.UPMC CARLISLE'S 2022-2025 IMPLEMENTATION PLAN ALSO 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.FOR MORE DETAILED INFORMATION ON UPMC'S COMMUNITY BENEFITS EFFORTS, SEE THE ORGANIZATION'S COMMUNITY BENEFITS REPORT AVAILABLE AT: WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT 1 DOWNTOWN CARLISLE ASSOCIATION 53 WEST SOUTH STREET CARLISLE PA 17013 232224862 501(C)(3) 10000 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS UPMC PINNACLE FOUNDATION PO BOX 8700 HARRISBURG PA 17105 222691718 501(C)(3) 47414 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS SADLER HEALTH CENTER CORP 100 N HANOVER STREET CARLISLE PA 17013 542082673 N/A 10000 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS UNITED WAY OF CARLISLE AND CUMBERLAND CO 145 SOUTH HANOVER STREET CARLISLE PA 17013 231552261 501(C)(3) 6000 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS 3 1 PART I, LINE 2: ASSISTANCE PROVIDED TO ENTITIES THAT ARE NOT SECTION 501(C)(3) ORGANIZATIONS ARE PROVIDED TO SUPPORT CHARITABLE INITIATIVES THAT THESE ORGANIZATIONS HAVE UNDERTAKEN. 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 PHILIP W GUARNESCHELLI FMR PRESIDENT & CEO (R 9/22) 0 0 0 293412 0 834683 0 0 0 24232 0 1152327 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 JARROD JOHNSON PRESIDENT, UPMC CARLISLE 301988 0 125000 0 7580 0 60718 0 21060 0 516346 0 5250 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 234850 0 190000 0 3037 0 51414 0 25617 0 504918 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 JENNIFER PORCOPIO SR. PROFESSIONAL STAFF NURSE, BSN 207229 0 1070 0 242 0 16580 0 38185 0 263306 0 0 0 KERRY MALONEY ASSISTANT SECRETARY 0 152360 0 45000 0 1416 0 7633 0 37309 0 243718 0 0 MANDY MARTIN CNO, VP PATIENT CARE SERVICES 173384 0 0 0 379 0 13092 0 29018 0 215873 0 0 0 PAUL MAKOSKY PHARMACIST 148950 0 0 0 1296 0 13365 0 30552 0 194163 0 0 0 SOMMER DAMITER SUPERVISOR CHIEF PHARMACIST 174871 0 0 0 230 0 13060 0 1743 0 189904 0 0 0 PART I, LINE 3 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 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: UPMC IN CENTRAL PA. ENCOMPASSES 1,226 LICENSED BEDS, HAS SEVEN ACUTE CARE HOSPITALS AND ALSO OFFERS THE HELEN M. SIMPSON REHAB HOSPITAL, A 55-BED INPATIENT REHAB HOSPITAL JOINTLY OWNED WITH SELECT MEDICAL. UPMC IN CENTRAL PA. OFFERS ACCESS TO MORE THAN 200 OUTPATIENT LOCATIONS, INCLUDING PRIMARY AND SPECIALTY CARE, UPMC URGENT CARE CENTERS, AND UPMC HILLMAN CANCER CENTERS. UPMC HAS MORE THAN 13,000 EMPLOYEES, INCLUDING MORE THAN 3,100 PHYSICIANS AND ALLIED HEALTH PROFESSIONALS. DURING FISCAL YEAR 2024, (JULY 2023 - JUNE 2024), UPMC IN CENTRAL PA. ADMITTED MORE THAN 53,500 INPATIENTS, RECORDED 267,900 INPATIENT DAYS, 239,000 EMERGENCY ROOM VISITS, 1.5 MILLION OUTPATIENT VISITS, 56,000 SURGERIES, 5,600 BIRTHS / DELIVERIES, 77 TRANSPLANTS AND IT PARTICIPATED IN MORE THAN 400 CLINICAL TRIALS. UPMC IN CENTRAL PA.'S MEMBER ORGANIZATIONS PROVIDED CHARITY CARE AND OTHER UNCOMPENSATED CARE, INCLUDING MEDICAID AND MEDICARE SHORTFALLS, AT A COST IN EXCESS OF $406,000,000. THE COMMUNITIES SERVED BY UPMC IN CENTRAL PA.'S MEMBER ORGANIZATIONS ARE IN AN ECONOMICALLY DISTRESSED AND MEDICALLY UNDERSERVED AREA. IN THE YEAR ENDED JUNE 30, 2024, UPMC IN CENTRAL PA.'S MEMBER ORGANIZATIONS PROVIDED COMMUNITY SERVICE PROGRAMS AND OTHER FUNDING AT A COST OF APPROXIMATELY $49,600,000 AND FUNDING FOR EDUCATION AND RESEARCH AT A COST OF APPROXIMATELY $30,200,000. 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 166-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. FOR THE SECOND YEAR IN A ROW, UPMC CARLISLE WAS NAMED A TOP GENERAL HOSPITAL BY THE LEAPFROG GROUP, HIGHLIGHTING ITS NATIONALLY RECOGNIZED ACHIEVEMENTS IN PATIENT SAFETY AND QUALITY. THE LEAPFROG TOP HOSPITAL AWARD IS WIDELY ACKNOWLEDGED AS ONE OF THE MOST COMPETITIVE AWARDS AMERICAN HOSPITALS CAN RECEIVE. THE TOP HOSPITAL DESIGNATION IS BESTOWED BY THE LEAPFROG GROUP, A NATIONAL WATCHDOG ORGANIZATION OF EMPLOYERS AND OTHER PURCHASERS KNOWN AS THE TOUGHEST STANDARD-SETTERS FOR HEALTH CARE SAFETY AND QUALITY. UPMC CARLISLE ALSO EXPANDED ACCESS BY ADDING PAIN MANAGEMENT SERVICES IN 2024. UPMC CARLISLE RECEIVED MBSAQIP BARIATRIC ACCREDITATION. UPMC CARLISLE EARNED THE PATHWAY TO EXCELLENCE DESIGNATION IN AUGUST 2023, RECOGNIZING ITS COMMITMENT TO A POSITIVE NURSING WORK ENVIRONMENT. THIS ACHIEVEMENT SUPPORTS NURSE RETENTION AND IMPROVED PATIENT CARE. IN ADDITION, UPMC CARLISLE RECEIVED MULTIPLE AMERICAN HEART ASSOCIATION GET WITH THE GUIDELINES AWARDS IN JULY 2023 FOR EXCELLENCE IN STROKE, HEART FAILURE, AND HEART ATTACK TREATMENT. THESE HONORS CONFIRM ADHERENCE TO TOP-TIER PROTOCOLS THAT LEAD TO BETTER PATIENT OUTCOMES. UPMC CARLISLE WAS NAMED AMONG THE NATION'S BEST HOSPITALS FOR MATERNITY CARE BY U.S. NEWS & WORLD REPORT IN 2023-24. THIS RECOGNITION HIGHLIGHTS HIGH-QUALITY LABOR AND DELIVERY CARE IN A REGION WITH LIMITED MATERNITY SERVICES. UPMC CARLISLE CONTINUES TO ENHANCE ITS SPECIALIZED CARE OFFERINGS TO MEET THE EVOLVING NEEDS OF THE COMMUNITY. IN JULY 2023, UPMC EXPANDED ORTHOPAEDIC SERVICES WITH THE LAUNCH OF A NEW FRACTURE CARE PROGRAM AT CARLISLE, LED BY A TRAUMA SURGEON, TO IMPROVE ACCESS TO EXPERT ORTHOPAEDIC TRAUMA CARE. ADDITIONALLY, IN MAY 2024, UPMC MAGEE-WOMENS AT CARLISLE INTRODUCED THE NICVIEW WEBCAM SYSTEM, A TECHNOLOGICAL ADVANCEMENT THAT ALLOWS FAMILIES TO REMOTELY VIEW THEIR INFANTS IN THE NICU. THIS INNOVATION FOSTERS PATIENT-CENTERED CARE BY EASING THE STRESS OF SEPARATION FOR PARENTS AND ENHANCING CONNECTIVITY DURING CRITICAL MOMENTS. UPMC CARLISLE HAS MORE THAN 590 EMPLOYEES AND OFFERS ACCESS TO OUTPATIENT LOCATIONS WHICH INCLUDE PRIMARY AND SPECIALTY CARE OFFICES, UPMC URGENT CARE CENTERS, AND UPMC HILLMAN CANCER CENTERS. DURING FISCAL YEAR 2024, (JULY 2023 - JUNE 2024), UPMC CARLISLE ADMITTED MORE THAN 5,500 INPATIENTS, AND RECORDED MORE THAN 25,500 INPATIENT DAYS, 28,400 EMERGENCY ROOM VISITS, 146,500 OUTPATIENT VISITS, 6,200 SURGERIES, AND 720 BIRTHS/DELIVERIES. UPMC CARLISLE PROVIDED SERVICES TO THE COMMUNITY THROUGH CHARITABLE DONATIONS, SUBSIDIZED HEALTH AND COMMUNITY PROGRAMS, OUTREACH PROGRAMS, HEALTH SCREENINGS, EDUCATIONAL CLASSES, AND VOLUNTEER SERVICES. IT TREATS ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. UPMC CARLISLE PROVIDED CHARITY CARE AND OTHER UNCOMPENSATED CARE, INCLUDING MEDICAID AND MEDICARE SHORTFALLS, AT A COST IN EXCESS OF $22,800,000. THE COMMUNITIES SERVED BY UPMC CARLISLE ARE IN AN ECONOMICALLY DISTRESSED AND MEDICALLY UNDERSERVED AREA. IN THE YEAR ENDED JUNE 30, 2024, UPMC CARLISLE PROVIDED COMMUNITY SERVICE PROGRAMS AND OTHER FUNDING AT A COST OF OVER $968,000 AND FUNDING FOR EDUCATION AND RESEARCH AT A COST OF APPROXIMATELY $11,000. UPMC CARLISLE'S MISSION IS TO SERVE OUR COMMUNITY BY PROVIDING OUTSTANDING PATIENT CARE AND SHAPING TOMORROW'S HEALTH SYSTEM THROUGH CLINICAL AND TECHNOLOGICAL INNOVATION, RESEARCH, AND EDUCATION. 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. COMMUNITY HEALTH IMPROVEMENT SERVICES UPMC CARLISLE SERVES CUMBERLAND AND PERRY COUNTIES, 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'S CHARITABLE GIVING AND COMMUNITY INITIATIVES ARE MAKING A DIFFERENCE IN THE HEALTH AND WELL-BEING OF OUR NEIGHBORS. SUPPORTING AND SERVING THE COMMUNITY REMAINS A HIGH PRIORITY FOR UPMC CARLISLE. UPMC CARLISLE CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENTS CHNAS, IN COMPLIANCE WITH INTERNAL REVENUE CODE SECTION 501(R) REQUIREMENTS. INCORPORATING INPUT FROM COMMUNITY STAKEHOLDERS AND PUBLIC HEALTH EXPERTS, THESE ASSESSMENTS HELP IDENTIFY ACTIONS AND CREATE IMPLEMENTATION PLANS TO IMPROVE COMMUNITY HEALTH. THE HOSPITAL IS MAKING MEASURABLE PROGRESS ON EACH OF ITS HEALTH INITIATIVES, DEMONSTRATING ITS CONTINUED COMMITMENT TO IMPROVING COMMUNITY HEALTH. WE ARE PROUD TO PROVIDE SERVICES THAT DIRECTLY SUPPORT THE COMMUNITIES WE SERVE, AND TO COLLABORATE WITH AREA BUSINESSES AND ORGANIZATIONS TO INCREASE AWARENESS ON ALL ASPECTS OF HEALTH, INCLUDING OUR PRIORITIES OUTLINED IN EACH OF THE LOCALLY FOCUSED COMMUNITY HEALTH NEEDS ASSESSMENT PLANS. FROM PUBLIC HEALTH AND WELLNESS INITIATIVES TO SCHOOL HEALTH SCREENINGS, INSURANCE ENROLLMENT HELP, HOME-VISIT PROGRAMS, CHARITY CARE, AND FREE HEALTH CLASSES, UPMC CARLISLE OFFERS A NUMBER OF SERVICES TO BENEFIT THE COMMUNITY. FORM 990, PART V, LINE 1: 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, 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 15A: 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. 15B: 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. FORM 990, PART VI, SECTION C, LINE 19 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 PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,399,474. MANAGEMENT AND GENERAL EXPENSES 48,969. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,448,443. PURCHASED LAB SERVICES: PROGRAM SERVICE EXPENSES 1,761,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,761,064. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,112,496. MANAGEMENT AND GENERAL EXPENSES 278,124. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,390,620. I/C LOSS TRANSFERS: PROGRAM SERVICE EXPENSES 23,767,752. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,767,752. FORM 990, PART XI, LINE 9: TRANSFERS TO EXEMPT AFFILIATES -18,225,127. 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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PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981402742 INSURANCE CJ N/A C 0 FORBES REINSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981400710 INSURANCE CJ N/A C 0 CATHEDRAL (RE) INSURANCE CO PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981400837 INSURANCE CJ N/A C 0 UPMC IRELAND LIMITED 6TH FLOOR BEACON HOSPITAL SANDYFORD EI HEALTHCARE SU EI N/A C 0 BLUESPHERE BIO 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 824979766 IMMUNOTHERAPY DE N/A C 0 INFECTIOUS DISEASE CONNECT INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 833311071 TELEMEDICINE DE N/A C 0 NOVASENTA INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 825443222 IMMUNOTHERAPY DE N/A C 0 UPMC HILLMAN CANCER CENTER PINNACLE 101 ERFORD ROAD CAMP HILL PA 17701 833640945 CANCER TREATM PA N/A C 0 SHANGHAI UPMC CO LTD 288 SHIMEN 1ST ROAD JING AN DISTRIC SHANGHAI CH HEALTHCARE MG CH N/A C 0 SALVATOR MUNDI INTERNATIONAL HOSPITAL ROMA VIALE DELLE MURA GIANICOLENSI IT HOSPITAL IT N/A C 0 SOMERSET MANAGEMENT SERVICES INC 600 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PORTLAND ME 04101 833402761 PHARMACY DE N/A C 0 CLANE HOSPITAL DEVELOPMENT ASSOCIATES L C/O UPMC WHITFIELD CORK ROAD BUTL WATERFORD EI MANAGEMENT EI N/A C 0 UPMC KILDARE HOSPITAL LTD PROSPEROUS ROAD CLANE COUNTY KILD CLANE EI HOSPITAL EI N/A C 0 UPMC AUT EVEN HOSPITAL LTD FRESHFORD ROAD COUNTY KILKENNY EI HOSPITAL EI N/A C 0 AVISTA THERAPEUTICS INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 853454001 GENE THERAPY PA N/A C 0 UPMC CANCER CENTER ZABOK LTD VUKOVARA 269F ZAGREB HR CANCER CENTER HR N/A C 0 SWIFT SPROAI HOLDINGS LTD NORTHWOOD AVENUE SANTRY DEMESNE DUBLIN 9 EI D09 C523 HOLDING COMPANY EI N/A C 0 SPORTS SURGERY CLINIC LTD NORTHWOOD AVENUE SANTRY DEMENSE DUBLIN 9 EI D09 C523 ORTHOPEDIC SERV. EI N/A C 0 MACRADI LTD NORTHWOOD AVENUE SANTRY DEMESNE DUBLIN 9 EI D09 C523 INACTIVE EI N/A C 0 MACRADI DEVELOPMENT LTD NORTHWOOD AVENUE SANTRY DEMESNE DUBLIN 9 EI D09 C523 INACTIVE EI N/A C 0 UPMC EXCESS PL TRUST 600 GRANT STREET PITTSBURGH PA 15219 826254351 TRUST PA N/A C 0 UPMC HOSPITALS LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI HOLDING CO EI N/A C 0 THE WASHINGTON PHYSICIAN SERVICE ORG 98 WILSON AVENUE WASHINGTON PA 15301 251780139 PHYSCIAN SRV PA N/A C 0 HEALTH FUTURES INC 155 WILSON AVENUE WASHINGTON PA 15301 251533189 PHYSICIAN SRV PA N/A C 0 PHOENIX-WASHINGTON INC 155 WILSON AVENUE WASHINGTON PA 15301 251492829 PHYSCIAN SRV PA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 FORM 990, SCHEDULE R, PARTS I THROUGH IV: 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, 2024. 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 UPMC CARLISLE. THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R.