2025-05-13T12:41:22-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 820844453 UPMC LITITZ 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 2025-05-12 2023 2025-03-06 01:10:19Z GREG MITSTIFER PO BOX 8700 HARRISBURG PA 171058700 135443213 0 X WWW.UPMC.COM/CAMPAIGNS/SOUTHCENTRAL-PA X 2017 PA UPMC LITITZ' MISSION IS TO PROVIDE HEALTHCARE SERVICES TO ALL MEMBERS OF THE SURROUNDING COMMUNITIES. 15 12 748 97 12387 0 1658925 659802 128424525 130690148 106923 34478 106481 200112 130296854 131584540 223033 183556 0 0 52680074 54103331 0 0 0 80554769 78407050 133457876 132693937 -3161022 -1109397 62572302 65496154 59806190 60841256 2766112 4654898 X UPMC LITITZ' MISSION AS A CHARITABLE ORGANIZATION IS DEDICATED TO MAINTAINING AND IMPROVING THE HEALTH AND QUALITY OF LIFE FOR ALL PERSONS OF THE CENTRAL PENNSYLVANIA AREA. 0 0 124772167 183556 130677761 UPMC LITITZ ("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 124772167 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 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 0 748 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 DOUG NEIDICH BOARD CHAIR 1.00 19.00 X X 0 0 0 MARK GLESSNER BOARD VICE CHAIR 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 EILEEN SIMMONS DIRECTOR 1.00 6.00 X 0 0 0 THOMAS NICHOLSON MD DIRECTOR 1.00 46.00 X 0 776112 38305 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 KATHLEEN PAVELKO DIRECTOR 1.00 7.00 X 0 0 0 BARRY SCHOCH DIRECTOR 1.00 7.00 X 0 0 0 PAUL SPEARS MD DIRECTOR 1.00 6.00 X 0 0 0 JONATHAN VIPOND III ESQ DIRECTOR 1.00 7.00 X 0 0 0 JOHN HICKEY DIRECTOR 1.00 6.00 X 0 254987 41949 TROY MORITZ DO DIRECTOR (R 6/24) 1.00 40.00 X 0 891490 38355 DAVID MARTIN DIRECTOR (R 12/23) 1.00 8.00 X 0 0 0 LOUIS BAVERSO PRESIDENT & COO (R 9/23) 1.00 49.00 X 0 785603 65783 GREG MITSTIFER CFO 5.00 47.00 X 0 251282 47616 CHRISTINE MILLER ESQ SECRETARY/ASSOC. COUNSEL 5.00 45.00 X 0 427887 77031 AMANDA MORGAN ASSISTANT TREASURER 1.00 48.00 X 0 234304 41705 KERRY MALONEY ASSISTANT SECRETARY 5.00 45.00 X 0 198776 44942 DAVID GIBBONS PRESIDENT 5.00 47.00 X 0 1206540 140493 LAURA COPPULA PHARMACIST 40.00 0.00 X 174609 0 20345 DAVID BENNER PHARMACIST 40.00 0.00 X 171679 0 16592 BARRY MITCHNECK CNO, DIRECTOR PATIENT CARE SVCS. 40.00 0.00 X 171187 0 16343 JOHN SOKSO PHARMACIST 40.00 0.00 X 165612 0 17046 MARIA FINNEY SUPV. CHIEF PHARMACIST 40.00 0.00 X 162130 0 18458 PHILIP W GUARNESCHELLI FMR PRESIDENT AND CEO (R 9/22) 0.00 0.00 X 0 1128095 24232 845217 6635478 684349 93 1 1 0 QUEST DIAGNOSTICS VENTURE LLC PO BOX 135589 PHILADELPHIA PA 19101 LAB SERVICES 263337 NOVO HEALTH SERVICES LLC 67 HOOVER AVE DUBOIS PA 15801 LAUNDRY SERVICES 155777 2 659802 659802 PATIENT REVENUE, NET 621500 123274900 123262513 12387 MEDICAL SERVICES 621500 7171531 7171531 QUALITY INCENTIVE INCOME 900099 243717 243717 130690148 7292 7292 3304797 3858673 -553876 -553876 -553876 27186 0 27186 27186 27186 CAFETERIA SALES 900099 304960 304960 VENDOR REBATES 900099 288767 288767 RESPIRATORY THERAPY SCHOOL 900099 113883 113883 46378 46378 753988 131584540 130677761 12387 234590 183556 183556 43550430 40123563 3426867 1821138 1666341 154797 5928222 5424323 503899 2803541 2770871 32670 7643740 7643740 2274102 2181294 92808 3460 3460 681534 433550 247984 1454008 1451720 2288 1919813 1919809 4 115060 112635 2425 11173 11173 11669 11669 2768481 1348209 1420272 PHYSICIAN SERVICES SUPP 33998761 33998761 MEDICAL SUPPLIES 9088533 9088533 MEDICAL IMPLANTS 5847966 5847966 BAD DEBT 3650861 3650861 8937889 6900133 2037756 132693937 124772167 7921770 0 1800 1800 26409 1047765 12587668 14882576 577460 577460 1413586 675054 72354115 24046689 47961306 48307426 4073 4073 62572302 65496154 3424265 3974035 56381925 56867221 59806190 60841256 X 2766112 4654898 2766112 4654898 62572302 65496154 X -1109397 2998183 X X 0 1 X 1 1 1 X 2400000 2400000 46855981 8928410 37927571 797075 574364 222711 21981154 14525438 7455716 319905 18477 301428 48307426 OTHER LONG TERM LIABILITIES 878078 DUE TO EXEMPT AFFILIATES 55555287 CAPITAL LEASE 433856 56867221 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 1185678 1185678 0.00920 18365609 11218235 7147374 0.05540 118193 75539 42654 0.00030 19669480 11293774 8375706 0.06490 147684 147684 0.00110 183556 183556 0.00140 331240 331240 0.00250 20000720 11293774 8706946 0.06740 1 995955 129474 37948905 49618759 -11669854 X 1 1 1 1 UPMC LITITZ 1500 HIGHLANDS DRIVE LITITZ PA 17543 HTTPS://WWW.UPMC.COM/CAMPAIGNS/SOUTHCE 380101 X X X X UPMC LITITZ 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 LITITZ 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. UPMC LITITZ 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 LITITZ 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 LITITZ 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 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 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. 3 1 - UPMC LITITZ CARDIOPULMONARY REHAB & SLEE 1575 HIGHLANDS DR STE 201 LITITZ PA 17543 CARDIAC REHAB AND SLEEP 2 - LANCASTER BREAST IMAGING 2170 NOLL DR STE 200 LANCASTER PA 17603 IMAGING SERVICES 3 - WOUND HEALING CENTER 90 GOOD DR STE 101 LANCASTER PA 17603 WOUND CARE, HYPERBARIC OXYGEN PART I, LINE 6A: UPMC LITITZ 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 INCLUDES BAD DEBT EXPENSE. THE EXPENSE USED TO CALCULATE THE PERCENT OF TOTAL EXPENSE FOR FORM 990, SCHEDULE H, PART I, LINE 7, COLUMN F ARE THE TOTAL EXPENSES FROM FORM 990, PART IX NET OF BAD DEBT EXPENSE.THE TOTAL EXPENSES USED FOR THIS CALCULATION NET OF BAD DEBT EXPENSE IS $129,043,076. 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 PATIENTS 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 LITITZ'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 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 SERVICE 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 STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/ GUARANTOR. PART VI, LINE 6: UPMC LITITZ 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. PINNACLE HEALTH 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 SYSTEM INCLUDE UPMC PINNACLE HOSPITALS, UPMC MEMORIAL, UPMC HANOVER, AND UPMC CARLISLE.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/COMMUNITY-HEALTH-NEEDS-ASSESSMENTBUILDING ON THE 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 EFFORT IS TO HELP ALIGN COMMUNITY BENEFIT PROGRAMS AND RESOURCES WITH COMMUNITY HEALTH NEEDS. UPMC ACTIVELY ENGAGED ITS HOSPITAL BOARDS, COMMUNITY STAKEHOLDERS, AND PUBLIC HEALTH EXPERTS TO IDENTIFY COMMUNITY HEALTH NEEDS AND DETERMINE HOW TO COLLABORATE MOST EFFECTIVELY TO ADDRESS THOSE NEEDS. THE ORGANIZATION SOLICITED AND TOOK INTO ACCOUNT 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 A TOTAL OF 2,868 COMMUNITY PARTICIPANTS FROM 28 UPMC 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 POPULATION.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 AIM TO 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. 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 INITIATIVES, 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 LITITZ 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. BEHAVIORAL HEALTH: UPMC LITITZ CONTINUES TO RESPOND TO THE COMMUNITY'S NEED FOR ACCESS TO BEHAVIORAL HEALTH SERVICES IN SEVERAL WAYS. FIRST, UPMC LITITZ USES TELEPSYCHIATRY IN ITS EMERGENCY DEPARTMENT TO FILL A GAP IN ACCESS TO BEHAVIORAL HEALTH SERVICES. TELEPSYCHIATRY MAKES A PSYCHIATRIST AVAILABLE TO THE LITITZ COMMUNITY, WHICH REDUCES THE NEED TO TRAVEL FOR CARE. BETWEEN JANUARY 2023 AND DECEMBER 2023, 30 TELEPSYCHIATRY EVALUATIONS WERE PERFORMED IN THE HOSPITAL'S EMERGENCY DEPARTMENT. SECOND, IN PARTNERSHIP WITH UPMC'S OTHER HOSPITALS IN CENTRAL PENNSYLVANIA, UPMC LITITZ OFFERS A VIRTUAL MENTAL HEALTH FIRST AID (MHFA) TRAINING. THIS TRAINING HELPS EMPOWER INDIVIDUALS TO RECOGNIZE, UNDERSTAND, AND RESPOND EFFECTIVELY TO MENTAL HEALTH CHALLENGES; IT IS OFFERED TO BOTH UPMC EMPLOYEES AND COMMUNITY MEMBERS. IN 2023, 66 INDIVIDUALS PARTICIPATED IN MHFA. THIRD, IN COLLABORATION WITH MENTAL HEALTH AMERICA LANCASTER, UPMC LITITZ SUPPORTED A COMPASSIONATE MOVEMENT WITHIN THE LANCASTER COUNTY COMMUNITY TO ADDRESS AND PREVENT THE HEARTBREAKING IMPACT OF SUICIDE BY HELPING TO PLAN A SUICIDE PREVENTION CONFERENCE. THE SEPTEMBER 2023 EVENT EMPHASIZED PREVENTION STRATEGIES AND WAS ATTENDED BY 200 COMMUNITY MEMBERS. FOURTH, THE HOSPITAL ESTABLISHED A LOSS COMMITTEE, WHICH EXTENDS SUPPORT TO FAMILIES GRAPPLING WITH THE AFTERMATH OF A SUICIDE. LASTLY, UPMC LITITZ PROVIDES A "WHOLE-PATIENT" APPROACH TO THE TREATMENT OF SUBSTANCE USE DISORDER THROUGH MEDICATION-ASSISTED TREATMENT (MAT), WHICH IS THE USE OF MEDICATIONS, IN COMBINATION WITH COUNSELING AND BEHAVIORAL THERAPIES FOR THE TREATMENT OF ADDICTION TO OPIOIDS, SUCH AS HEROIN AND PRESCRIPTION PAIN RELIEVERS. UPMC LITITZ PATIENTS CAN NOW ACCESS MAT THROUGH FOUR PRIMARY CARE OFFICES IN THE REGION. DURING FY2022-FY2023, 885 NEW PATIENTS STARTED ON MAT IN LANCASTER/LITITZ AREA.ACCESS TO CARE AND NAVIGATING RESOURCES: UPMC LITITZ IS COMMITTED TO MAKING HEALTH CARE MORE ACCESSIBLE FOR ITS PATIENTS FOCUSING ON IMPROVING ACCESS TO SPECIALTY CARE AND IMPROVING CARE COORDINATION. TO IMPROVE LOCAL ACCESS TO SPECIALTY CARE, UPMC LITITZ RECRUITED 11 NEW PROVIDERS ACROSS A RANGE OF SPECIALTIES, INCLUDING ENDOCRINOLOGY, PSYCHIATRY, PALLIATIVE CARE, ORTHOPEDICS, CARDIOTHORACIC SURGERY, AND WEIGHT MANAGEMENT. TO HELP IMPROVE ACCESS TO MATERNAL AND INFANT CARE, UPMC LITITZ SUPPORTS PATIENTS R WAITING'S DIVERSIFYING DOULAS INITIATIVE-A PIONEERING EFFORT TO ADDRESS THE MATERNAL MORTALITY CRISIS IMPACTING BLACK AND LATINX EXPECTANT MOTHERS IN LANCASTER. THIS INITIATIVE EXTENDS A VITAL LIFELINE TO PREGNANT WOMEN OF COLOR, CONNECTING THEM WITH EXPERIENCED DOULAS WHO PROVIDE CARE AND EDUCATION, BOTH VIRTUALLY AND IN PERSON. 100 PREGNANT WOMEN OF COLOR WERE SERVED BY THE DIVERSIFYING DOULAS INITIATIVE BETWEEN JULY 2022 AND DECEMBER 2023, AND MORE THAN 50 NEW DOULAS WERE TRAINED BETWEEN JULY 2022 AND DECEMBER 2023. ADDITIONALLY, IN 2023, UPMC COLLEGE AVENUE FAMILY MEDICINE PROVIDERS AND UPMC OBSTETRICS & GYNECOLOGY SPECIALISTS-LITITZ COLLABORATED TO LAUNCH THE UPMC PREGNANCY PARTNERSHIP PROGRAM. THIS PROGRAM SUPPORTS THE INDIVIDUALIZED MEDICAL, BEHAVIORAL HEALTH, AND SOCIAL SERVICE NEEDS OF A MOTHER DURING HER PREGNANCY AND BEYOND THROUGH COORDINATED SERVICES AND INCREASED ACCESS TO SPECIALTY CARE. TO HELP IMPROVE CARE COORDINATION, UPMC'S COMMUNITY PARAMEDICINE PROGRAM EXPANDED IN AUGUST 2023 TO SERVE LANCASTER COUNTY. THE COMMUNITY PARAMEDICINE TEAM COMPLETES HOME VISITS TO HELP BRIDGE THE GAP BETWEEN A PATIENT'S DISCHARGE FROM THE HOSPITAL AND FOLLOW-UP APPOINTMENTS. 85 PATIENTS IN UPMC LITITZ'S COMMUNITY RECEIVED HOME VISITS BETWEEN AUGUST 2023 AND DECEMBER 2023. PART VI, LINE 2, 4, AND 5 CONT'D: PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING: OVER THE LAST THREE YEARS, UPMC LITITZ CONTINUED TO ENCOURAGE WELLNESS AND HEALTHY LIVING THROUGH PROGRAMS OFFERED IN PARTNERSHIP WITH LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS. FOR EXAMPLE, UPMC LITITZ COLLABORATED WITH MCCASKEY HIGH SCHOOL TO FOSTER A CULTURE OF HEALTH AND WELL-BEING. AS PART OF THIS EFFORT, UPMC LITITZ SUPPORTED THE HEALTHY KIDS RUNNING SERIES AND KEEPING KIDS ON TRACK EVENT FOR MIDDLE SCHOOLERS. THESE EVENTS ENGAGED YOUTH IN FUN AND ACTIVE PROGRAMS, AIMING TO INSTILL LIFELONG HEALTHY HABITS. IN 2023, MORE THAN 200 MIDDLE SCHOOLERS PARTICIPATED IN KEEPING KIDS ON TRACK. IN ADDITION, UPMC LITITZ CONTINUES TO PARTNER WITH LOCAL SCHOOL DISTRICTS WITHIN LANCASTER COUNTY TO CONDUCT HEALTH SCREENINGS IN 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 LITITZ HOPES TO HELP IMPROVE A STUDENT'S ABILITY TO LEARN AND THEIR OVERALL HEALTH. BETWEEN JUNE 2023 AND DECEMBER 2023, UPMC LITITZ CONDUCTED 450 SCHOOL HEALTH SCREENINGS. UPMC LITITZ ALSO CONTINUES TO OFFER SCREENINGS FOR BLOOD PRESSURE, BLOOD GLUCOSE, AND BMI, FOLLOWED BY EDUCATION REGARDING SCREENING RESULTS AND HEART HEALTHY LIFESTYLES. THESE SCREENINGS AIM TO IDENTIFY PEOPLE AT RISK OF CHRONIC DISEASES, SUCH AS HEART DISEASE, HYPERTENSION, AND DIABETES. IN 2023, UPMC LITITZ PROVIDED 68 FREE BLOOD PRESSURE SCREENINGS AT COMMUNITY EVENTS.UPMC LITITZ'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: OVERCOMING LANGUAGE BARRIERS TO CARE BY ENHANCING TRANSLATION SERVICES TO PROVIDE LINGUISTICALLY AND CULTURALLY APPROPRIATE AND RESPECTFUL HEALTH CARE, ADDRESSING THE HEALTH NEEDS OF UNDERSERVED MINORITY POPULATIONS BY OFFERING PROGRAMS THAT ADDRESS HEALTH EDUCATION AND ECONOMIC AND SOCIAL BARRIERS TO HEALTH, SUCH AS ENGAGING PEOPLE IN MAKING LIFESTYLE CHANGES AND OFFERING VOUCHERS TO SUBSIDIZE THE COST OF TRANSPORTATION FOR COMMUNITY MEMBERS.FOR DETAILED INFORMATION ON UPMC'S COMMUNITY BENEFITS EFFORT, SEE THE ORGANIZATION'S COMMUNITY BENEFITS REPORT AVAILABLE AT:WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT 1 ANNVILLE-CLEONA SCHOOL DISTRICT 520 S WHITE OAK STREET ANNVILLE PA 17003 231602952 GOVERNMENT 6000 0 GENERAL SUPPORT COMMUNITY HEALTH COUNCIL OF LEBANON COUNTY 615 CUMBERLAND ST LEBANON PA 17042 251840951 501(C)(3) 6000 0 GENERAL SUPPORT FULTON THEATRE COMPANY PO BOX 1865 LANCASTER PA 17608 231631733 501(C)(3) 6000 0 GENERAL SUPPORT LANCASTER CHAMBER OF COMMERCE & INDUSTRY 115 EAST KING STREET LANCASTER PA 17602 232095463 501(C)(6) 15000 0 GENERAL SUPPORT UPMC PINNACLE FOUNDATION PO BOX 8700 HARRISBURG PA 171058700 222691718 501(C)(3) 49030 0 GENERAL SUPPORT UNITED WAY OF LEBANON COUNTY INC C/O MSCA COLJOE LANESKI MILITARY VET AFFAIRS ANNVILLE PA 17003 231465632 501(C)(3) 10000 0 GENERAL SUPPORT YMCA OF YORK AND YORK COUNTY PA 90 N NEWBERRY ST YORK PA 17401 231352600 501(C)(3) 6000 0 GENERAL SUPPORT YOUNG WOMENS CHRISTIAN ASSOCIATION OF LANCASTER 110 N LIME ST LANCASTER PA 17602 231352609 501(C)(3) 7500 0 GENERAL SUPPORT 7 1 PART I, LINE 2: THE ORGANIZATION SUPPORTS COMMUNITY-BASED PROGRAMS THAT SUPPORT THE MISSION OF UPMC PINNACLE. CONTRIBUTIONS ARE GIVEN FREELY AND USE OF FUNDS IS NOT MONITORED ONCE THE MONIES ARE DISBURSED. 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 AND 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 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 KERRY MALONEY ASSISTANT SECRETARY 0 152360 0 45000 0 1416 0 7633 0 37309 0 243718 0 0 LAURA COPPULA PHARMACIST 173664 0 0 0 945 0 15344 0 5001 0 194954 0 0 0 DAVID BENNER PHARMACIST 170188 0 0 0 1491 0 14560 0 2032 0 188271 0 0 0 BARRY MITCHNECK CNO, DIRECTOR PATIENT CARE SVCS. 169635 0 0 0 1552 0 14441 0 1902 0 187530 0 0 0 JOHN SOKSO PHARMACIST 164641 0 0 0 971 0 14367 0 2679 0 182658 0 0 0 MARIA FINNEY SUPV. CHIEF PHARMACIST 161887 0 0 0 243 0 9629 0 8829 0 180588 0 0 0 PART I, LINE 3 UPMC LITITZ RELIES ON UPMC PINNACLE, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION FOR 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 SEVEN ACUTE CARE HOSPITALS WITH 1,226 LICENSED BEDS, 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. UPMC LITITZ IS A FULL-SERVICE COMMUNITY HOSPITAL WITH 148 BEDS THAT HAS BEEN SERVING LANCASTER COUNTY, PENNSYLVANIA SINCE ITS FOUNDING IN 1927. THE SCENIC CAMPUS IN LITITZ OFFERS PRIMARY MEDICAL CARE, A GRADUATE MEDICAL EDUCATION RESIDENCY PROGRAM, AND A BROAD RANGE OF SPECIALTY HEALTH CARE SERVICES THAT INCLUDE: ORTHOPEDICS, PLASTIC AND RECONSTRUCTIVE SURGERY, INFUSION AND ONCOLOGY CARE, UPMC LITITZ WOMEN'S PLACE - A DESIGNATED BABY-FRIENDLY HOSPITAL SERVING LANCASTER COUNTY AND SURROUNDING COMMUNITIES PROVIDING THE BEST FAMILY-CENTERED CARE, AND HEART AND VASCULAR. UPMC LITITZ WAS RECERTIFIED AS PRIMARY STROKE CENTER IN 2024 AND RECEIVED UPMC HEALTH PLAN HIP AND KNEE JOINT REPLACEMENT SURGERY CENTERS OF EXCELLENCE DESIGNATION. ADDITIONALLY, UPMC LITITZ EARNED THEIR FIRST PATHWAY TO EXCELLENCE DESIGNATION FROM AMERICAN NURSES CREDENTIALING CENTER IN 2024. UPMC LITITZ HAS MORE THAN 443 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 LITITZ ADMITTED MORE THAN 3,700 INPATIENTS, AND RECORDED MORE THAN 12,500 INPATIENT DAYS, 19,300 EMERGENCY ROOM VISITS, 112,700 OUTPATIENT VISITS, 3,800 SURGERIES, AND 1,000 BIRTHS/DELIVERIES. UPMC LITITZ PROVIDED SERVICES TO THE COMMUNITY THROUGH CHARITABLE DONATIONS, SUBSIDIZED HEALTH AND COMMUNITY PROGRAMS, OUTREACH PROGRAMS, HEALTH SCREENINGS, EDUCATIONAL CLASSES, AND VOLUNTEER SERVICES. UPMC LITITZ TREATS ALL PATIENTS WITHOUT REGARD TO THEIR ABILITY TO PAY. UPMC LITITZ PROVIDED CHARITY CARE AND OTHER UNCOMPENSATED CARE, INCLUDING MEDICAID AND MEDICARE SHORTFALLS, AT A COST IN EXCESS OF $21,000,000. THE COMMUNITIES SERVED BY UPMC LITITZ ARE IN AN ECONOMICALLY DISTRESSED AND MEDICALLY UNDERSERVED AREA. IN THE YEAR ENDED JUNE 30, 2024, UPMC LITITZ PROVIDED COMMUNITY SERVICE PROGRAMS AND OTHER FUNDING AT A COST OF OVER $1,000,000. UPMC LITITZ'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 LITITZ SERVES LANCASTER COUNTY, TAKING HEALTH CARE BEYOND THE DOORS OF ITS HOSPITALS, CLINICS, AND OFFICES, AND BRINGING IT INTO THE REGION'S TOWNS, SCHOOLS, AND WORKPLACES. UPMC LITITZ'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 LITITZ. UPMC LITITZ 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 LITITZ PROVIDES 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 LITITZ, ISSUES AND FILES ALL FORM 1099S FOR UPMC LITITZ. 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 XI, LINE 9: TRANSFERS FROM EXEMPT AFFILIATES 2,998,183. 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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HOME HEALTH C OH N/A C 0 ALTOONA FAMILY INC 620 HOWARD AVE ALTOONA PA 16601 251444935 MGMT SVCS PA N/A C 0 LEXINGTON HOLDINGS INC 620 HOWARD AVE ALTOONA PA 16601 251794386 HOLDING CO PA N/A C 0 LEXINGTON ONE INC 620 HOWARD AVE ALTOONA PA 16601 251468889 RENTAL PA N/A C 0 UPMC ALTOONA REGIONAL HEALTH SERVICES 1414 9TH AVENUE ALTOONA PA 16602 251219302 PHYSICIAN SRV PA N/A C 0 RXANTE INC 511 CONGRESS STREET 803 PORTLAND ME 04101 454040219 MEDICATION MG DE N/A C 0 SUSQUEHANNA VENTURES INC 1201 GRAMPIAN BOULEVARD WILLIAMSPORT PA 17701 232470623 PHARMACY PA N/A C 0 WCA SERVICE CORPORATION INC 207 FOOTE AVENUE JAMESTOWN NY 14701 161151438 SUPPORT NY N/A C 0 PINNACLE HEALTH CARDIOVASCULAR INSTITUT 409 SOUTH SECOND STREET HARRISBURG PA 17104 320321362 PHYSICIAN SRV PA N/A C 0 HANOVER HEALTH CORPORATION 300 HIGHLAND AVENUE HANOVER PA 17331 900498067 HOLDING CO PA N/A C 0 HANOVER APOTHECARY INC 310 STOCK STREET SUITE 1 HANOVER PA 17331 030594526 PHARMACY PA N/A C 0 UNITED CENTRAL PA RECIPROCAL RISK RETEN 76 SAINT PAUL STREET SUITE 500 BURLINGTON VT 05401 134224033 INSURANCE VT N/A C 0 PINNACLE HEALTH VENTURES INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 611677624 HOLDING CO PA N/A C 0 PINNACLE HEALTH IMAGING INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 231718571 IMAGING SVC PA N/A C 0 COLE CARE INC 1001 EAST 2ND STREET COUDERSPORT PA 16915 251497347 DME PA N/A C 0 UPMC ITALY HEALTH SERVICES SRL VIA DISCESA DEI GIUDICI 4 PALERMO IT HEALTH SVC IT N/A C 0 UPMC PROPERTY LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY EI N/A C 0 EURO CARE INFRASTRUCTURE LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY MGMT EI N/A C 0 EURO CARE PROPERTY MANAGEMENT LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY MGMT EI N/A C 0 UPMC WHITFIELD HOSPITAL LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI HOSPITAL EI N/A C 0 UPMC GLOBAL OPERATIONS CENTER LTD 6TH FLOOR BEACON HOSPITAL SANDYFORD EI CANCER TREATM EI N/A C 0 PANTHER REINSURANCE COMPANY LTD 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 GRANT STREET PITTSBURGH PA 15219 251512960 MOB OWNERSHIP PA N/A C 0 GENERIAN PHARMACEUTICALS INC 2425 SIDNEY STREET PITTSBURGH PA 15203 821101143 PHARMACY DE N/A C 0 WORK PARTNERS NATIONAL INC 600 GRANT STREET PITTSBURGH PA 15219 843141950 INSURANCE PA N/A C 0 ASTRATA INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 844804493 SOFTWARE DE N/A C 0 VEGAVECT 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 844280784 GENE THERAPY DE N/A C 0 NOVIMAB 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 841494905 CLINICAL RESEARCH DE N/A C 0 REALYZE INTELLEGENCE INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 850873923 SOFTWARE DE N/A C 0 HAYSTACK CONSOLIDATED SERVICES INC 12500 WILLOWBROOK ROAD CUMBERLAND MD 21502 521335895 INACTIVE PA N/A C 0 WESTERN MARYLAND INSURANCE COMPANY LTD PO BOX 10233 GRAND CAYMAN CAYMAN ISLANDS CJ INSURANCE CJ N/A C 0 WILLOWBROOK HEALTHCARE CONDO 12401 WILLOWBROOK ROAD CUMBERLAND MD 21502 371538510 REAL ESTATE DE N/A C 0 RXANTE PHARMACY SERVICES INC 511 CONGRESS STREET 803 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 1 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 LITITZ. THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R.