UPMC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UPMC (EIN 82-0844453)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349310467
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:08:55+00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 Fruitville Pike Suite 400 | AddressLine1Txt |
| City | Lancaster | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820844453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC Lititz | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPMC | BusinessNameControlTxt |
| Phone | 7172318245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 171058700 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG MITSTIFER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 7172388245 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREG | PersonFirstNm |
| Person Last | MITSTIFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kerri N Bogda CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG MITSTIFER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 171058700 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $134,256,247 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPMC.COM/CAMPAIGNS/SOUTHCENTRAL-PA | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2017 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | UPMC LITITZ' MISSION IS TO PROVIDE HEALTHCARE SERVICES TO ALL MEMBERS OF THE SURROUNDING COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 738 | TotalEmployeeCnt |
| Total Volunteers | 98 | TotalVolunteersCnt |
| Total Gross UBI | $38,824 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,844,786 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,658,925 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $122,515,230 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $128,424,525 | CYProgramServiceRevenueAmt |
| PY Investment Income | $60,567 | PYInvestmentIncomeAmt |
| CY Investment Income | $106,923 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$515,716 | PYOtherRevenueAmt |
| CY Other Revenue | $106,481 | CYOtherRevenueAmt |
| PY Total Revenue | $123,904,867 | PYTotalRevenueAmt |
| CY Total Revenue | $130,296,854 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $173,542 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $223,033 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $47,077,971 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $52,680,074 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,708,872 | PYOtherExpensesAmt |
| CY Other Expenses | $80,554,769 | CYOtherExpensesAmt |
| PY Total Expenses | $124,960,385 | PYTotalExpensesAmt |
| CY Total Expenses | $133,457,876 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,055,518 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,161,022 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $63,287,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,572,302 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,957,595 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,806,190 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,329,993 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,766,112 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $118,927,101 | ExpenseAmt |
| Grant | $223,033 | GrantAmt |
| Revenue | $128,385,701 | RevenueAmt |
| Desc | 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. SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $118,927,101 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 738 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREG MITSTIFER CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172318032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8700 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 171058700 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Douglas Neidich | ||||||||
| Board Chairman | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Mark Glessner | ||||||||
| Board Vice Chairman | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Philip W Guarneschelli | ||||||||
| President & CEO (R 9/22) | 1.0 | 40.0 | Yes (X) | Yes (X) | $0 | $1,474,461 | $62,394 | |
| Barry Schoch | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Carolyn Kreamer PhD | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| David Martin | ||||||||
| Director | 1.0 | 15.0 | Yes (X) | $0 | $0 | $0 | ||
| Eileen Simmons | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| John Hickey | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Vipond III Esq | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen Pavelko | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Oken MD | ||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $467,619 | $48,291 | ||
| Mark Sevco (R 423) | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Paul Spears MD | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Richard Hamilton | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Robert Montler | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Senghor Manns | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Thomas Nicholson MD | ||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $827,508 | $60,933 | ||
| Troy Moritz DO | ||||||||
| Director | 1.0 | 40.0 | Yes (X) | $0 | $946,701 | $34,292 | ||
| Yvonne Hollins | ||||||||
| Director | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| Alison Bernhardt | ||||||||
| Treasurer/VP & CFO (R 1/23) | 1.0 | 40.0 | Yes (X) | $0 | $550,610 | $23,254 | ||
| Amanda Morgan | ||||||||
| Assistant Treasurer | 1.0 | 40.0 | Yes (X) | $0 | $194,961 | $27,111 | ||
| Christine Miller Esq | ||||||||
| Secretary/Assoc. Counsel | 1.0 | 40.0 | Yes (X) | $0 | $408,203 | $62,532 | ||
| Greg Mitstifer | ||||||||
| CFO | 1.0 | 40.0 | Yes (X) | $0 | $193,220 | $31,687 | ||
| Kerry Maloney | ||||||||
| Assistant Secretary | 1.0 | 40.0 | Yes (X) | $0 | $171,153 | $22,978 | ||
| Louis Baverso | ||||||||
| President & COO | 1.0 | 40.0 | Yes (X) | $0 | $874,462 | $124,650 | ||
| Brianna Dohm | ||||||||
| Supv Chief Pharmacist | 40.0 | 0 | $156,546 | $0 | $41,236 | Yes (X) | ||
| Christy Keller | ||||||||
| Clinical Director | 40.0 | 0 | $158,931 | $0 | $41,993 | Yes (X) | ||
| David Benner | ||||||||
| Pharmacist | 40.0 | 0 | $171,737 | $0 | $26,305 | Yes (X) | ||
| John Sokso | ||||||||
| Pharmacist | 40.0 | 0 | $164,783 | $0 | $28,275 | Yes (X) | ||
| Laura Coppula | ||||||||
| Pharmacist | 40.0 | 0 | $167,521 | $0 | $47,138 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $819,518 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,108,898 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $683,069 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 122 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Community Anesthesia Associates | |||||
| 1575 Highlands Dr 200B | Lititz | PA | 17543 | Anesthesia Services | $2,050,655 |
| QUEST DIAGNOSTICS | |||||
| PO BOX 740709 | ATLANTA | GA | 30374 | LAB SERVICES | $675,212 |
| Penn State Health | |||||
| PO Box 853 | Hershey | PA | 17033 | Pathology services | $668,984 |
| Pediatrix Medical Group of PA | |||||
| 111 S Front St | Harrisburg | PA | 17101 | Pediatric Services | $655,000 |
| Keystone Urology Specialists | |||||
| 2106 Harrisburg Pike | Lancaster | PA | 17604 | Urology call coverage | $295,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,658,925 | GovernmentGrantsAmt |
| Total Contributions | $1,658,925 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT REVENUE, NET | 621500 | $118,475,671 | $118,436,847 | $38,824 |
| MEDICAL SERVICES | 621500 | $9,737,841 | $9,737,841 | |
| QUALITY INCENTIVE INCOME | 900099 | $211,013 | $211,013 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $128,424,525 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,796 | TotalRevenueColumnAmt |
| Exclusion | $28,796 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,210,854 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,959,393 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$748,539 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$748,539 | TotalRevenueColumnAmt |
| Exclusion | -$748,539 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $78,127 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $78,127 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,127 | TotalRevenueColumnAmt |
| Exclusion | $78,127 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA REVENUE | 900099 | $279,772 | $279,772 |
| VENDOR REBATES | 900099 | $240,006 | $240,006 |
| HOSPITAL INVESTMENT ONCOLOGY | 900099 | $176,711 | $176,711 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,531 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $158,531 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $855,020 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $130,296,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,385,701 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $38,824 | UnrelatedBusinessRevenueAmt |
| Exclusion | $213,404 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,033 | TotalAmt |
| Program Services | $223,033 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,571,709 | TotalAmt |
| Program Services | $38,953,114 | ProgramServicesAmt |
| Management And General | $3,618,595 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,855,275 | TotalAmt |
| Program Services | $1,697,577 | ProgramServicesAmt |
| Management And General | $157,698 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,600,016 | TotalAmt |
| Program Services | $5,124,015 | ProgramServicesAmt |
| Management And General | $476,001 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,653,074 | TotalAmt |
| Program Services | $2,427,563 | ProgramServicesAmt |
| Management And General | $225,511 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,990,948 | TotalAmt |
| Management And General | $6,990,948 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,675 | TotalAmt |
| Program Services | $6,675 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,526,763 | TotalAmt |
| Program Services | $3,062,994 | ProgramServicesAmt |
| Management And General | $463,769 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724 | TotalAmt |
| Program Services | $179 | ProgramServicesAmt |
| Management And General | $1,545 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $893,582 | TotalAmt |
| Program Services | $579,935 | ProgramServicesAmt |
| Management And General | $313,647 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,436,814 | TotalAmt |
| Program Services | $1,181,061 | ProgramServicesAmt |
| Management And General | $255,753 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,024,680 | TotalAmt |
| Program Services | $975,896 | ProgramServicesAmt |
| Management And General | $1,048,784 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,568 | TotalAmt |
| Program Services | $31,283 | ProgramServicesAmt |
| Management And General | $70,285 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,264 | TotalAmt |
| Program Services | $7,637 | ProgramServicesAmt |
| Management And General | $3,627 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609 | TotalAmt |
| Management And General | $609 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,381,749 | TotalAmt |
| Program Services | $3,111,209 | ProgramServicesAmt |
| Management And General | $270,540 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Physician Services Support | $34,776,043 | $34,776,043 |
| MEDICAL SUPPLIES | $15,031,883 | $15,031,883 |
| BAD DEBT | $4,159,641 | $4,159,641 |
| PHARMACY | $2,503,971 | $2,503,971 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,706,855 | TotalAmt |
| Program Services | $5,073,392 | ProgramServicesAmt |
| Management And General | $633,463 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,457,876 | TotalAmt |
| Program Services | $118,927,101 | ProgramServicesAmt |
| Management And General | $14,530,775 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,800 | BOYAmt |
| EOY | $1,800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,574 | BOYAmt |
| EOY | $26,409 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,048,123 | BOYAmt |
| EOY | $12,587,668 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,435 | BOYAmt |
| EOY | $577,460 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,951 | BOYAmt |
| EOY | $1,413,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,896,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,935,210 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,250,632 | BOYAmt |
| EOY | $47,961,306 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,073 | BOYAmt |
| EOY | $4,073 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,287,588 | BOYAmt |
| EOY | $62,572,302 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,613,323 | BOYAmt |
| EOY | $3,424,265 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,344,272 | BOYAmt |
| EOY | $56,381,925 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,957,595 | BOYAmt |
| EOY | $59,806,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,993 | BOYAmt |
| EOY | $2,766,112 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,993 | BOYAmt |
| EOY | $2,766,112 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,287,588 | BOYAmt |
| EOY | $62,572,302 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,161,022 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $1,555 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $4,595,586 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,400,000 | OtherCostOrOtherBasisAmt |
| Book Value | $2,400,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,025,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,582,962 | DepreciationAmt |
| Book Value | $38,442,208 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $797,075 | OtherCostOrOtherBasisAmt |
| Depreciation | $527,425 | DepreciationAmt |
| Book Value | $269,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,916,882 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,811,294 | DepreciationAmt |
| Book Value | $6,105,588 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $757,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,529 | DepreciationAmt |
| Book Value | $743,860 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,961,306 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LONG TERM LIABILITIES | $773,302 |
| DUE TO EXEMPT AFFILIATES | $55,555,287 |
| CAPITAL LEASE | $53,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $56,381,925 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | FormAndLineReferenceDesc |
| Explanation | AN EXTERNAL AUDIT IS COMPLETED AT A CONSOLIDATED UPMC SYSTEM LEVEL ONLY, INCLUDING UPMC AND ALL TAXABLE AND TAX-EXEMPT SUBSIDIARIES. TAX BENEFITS ARE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. SUCH TAX POSITIONS ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAX AUTHORITIES ASSUMING FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. AS OF JUNE 30, 2023, UPMC DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS RECORDED. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,405,926 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,405,926 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0109 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $17,697,707 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,579,254 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $8,118,453 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0628 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $19,103,633 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,579,254 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,524,379 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0737 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $123,162 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $123,162 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0010 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $223,033 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $223,033 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0017 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $346,195 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $346,195 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0027 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $19,449,828 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $9,579,254 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,870,574 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0763 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Environmental Improvements EnvironmentalImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Leadership Development LeadershipDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Health Improvement Advocacy HealthImprovementAdvocacyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.0 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $1,181,754 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $153,628 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $34,670,811 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $46,278,312 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$11,607,501 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC LITITZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 HIGHLANDS DRIVE | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | HTTPS://WWW.UPMC.COM/CAMPAIGNS/SOUTHCENTRAL-PA | WebsiteAddressTxt |
| State License | 380101 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC LITITZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 21 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 21 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300.0 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 400.0 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Other Method | Yes (X) | OtherMethodInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | WWW.UPMC.COM | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | WWW.UPMC.COM | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | WWW.UPMC.COM | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 5 Facility , 1 | Facility , 1 - UPMC LITITZ. UPMC'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS INCLUDED A PARTNERSHIP WITH EXPERTS AT THE UNIVERSITY OF PITTSBURGH SCHOOL OF PUBLIC HEALTH TO CONDUCT THE CHNA USING A BEST-PRACTICE METHODOLOGY. THE ASSESSMENT BLENDED ANALYSIS OF DOCUMENTED HEALTH AND SOCIOECONOMIC FACTORS WITH A STRUCTURED, COMMUNITY INPUT SURVEY PROCESS. EFFECTIVELY ENGAGING THE COMMUNITY IN A BROAD, SYSTEMATIC WAY, THE SURVEY SOLICITED FEEDBACK FROM COMMUNITY ADVISORY PANELS COMPOSED OF LEADERS OF ORGANIZATIONS THAT REPRESENT PATIENT CONSTITUENCIES, INCLUDING MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY, AND CHRONICALLY ILL POPULATIONS WITHIN THE HOSPITAL'S COMMUNITY. UPMC INVITED NEARLY 3,000 STAKEHOLDERS TO HELP IDENTIFY THEIR COMMUNITY'S MOST PRESSING HEALTH NEEDS. APPENDIX C OF EACH HOSPITAL CHNA REPORT INCLUDES A LIST OF COMMUNITY PARTICIPANTS. WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX |
| Schedule H, Part V, Section B, Line 6a Facility , 1 | Facility , 1 - UPMC LITITZ. IN JUNE 2022, THE HOSPITAL FACILITY COMPLETED JOINT CHNAS AS FOLLOWS: CUMBERLAND, DAUPHIN, LANCASTER, AND YORK COUNTY HOSPITALS: UPMC CARLISLE, UPMC HANOVER, UPMC MEMORIAL, UPMC LITITZ, AND UPMC PINNACLE HOSPITALS: INCLUDING UPMC COMMUNITY OSTEOPATHIC, UPMC HARRISBURG, AND UPMC WEST SHORE. |
| Schedule H, Part V, Section B, Line 11 Facility , 1 | Facility , 1 - UPMC LITITZ. THROUGH A RIGOROUS CHNA METHODOLOGY, UPMC HOSPITALS IDENTIFIED FOUR MAJOR THEMES REPRESENTING THE SIGNIFICANT HEALTH NEEDS IN THEIR COMMUNITIES: CHRONIC DISEASE MANAGEMENT; BEHAVIORAL HEALTH; ACCESS TO CARE AND NAVIGATING RESOURCES; AND PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING. THE HOSPITALS DEVELOPED STRATEGIC IMPLEMENTATION PLANS TO ADDRESS THESE ISSUES, AS OUTLINED IN THEIR CHNA DOCUMENTS AND COMMUNITY HEALTH STRATEGIC PLANS - SEE SECTION IV OF EACH CHNA REPORT. WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT.ASPX |
| Schedule H, Part V, Section B, Line 15 Facility , 1 | Facility , 1 - UPMC LITITZ. 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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 0 | FacilityNum |
Supplemental Information Detail SupplementalInformationDetail (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part VI, Line 3 Line 2, 4, and 5 CONT'D: | PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING: UPMC LITITZ CONTINUES TO ATTEND COMMUNITY EVENTS AND OFFER FREE HEALTH SCREENINGS, INCLUDING BLOOD PRESSURE AND CHOLESTEROL SCREENINGS. IN 2023, THE HOSPITAL PARTICIPATED IN THE LATINO HEALTH FAIR IN LEBANON, HEALTH FAIRS IN LANCASTER, AND A SIX-WEEK HEALTH EQUITY MUSIC FESTIVAL, IN COLLABORATION WITH UNION COMMUNITY CARE AND PATIENTS R WAITING. UPMC LITITZ ALSO TAKES A PROACTIVE STANCE ON DISEASE PREVENTION AND WELLNESS INITIATIVES AMONG KIDS, AS EVIDENCED BY ITS COLLABORATION WITH MCCASKEY HIGH SCHOOL'S TRACK TEAM. THROUGH THE "KEEPING KIDS ON TRACK" EVENT, UPMC, ALONGSIDE COMMUNITY PARTNERS, EDUCATORS, AND PARENTS, IS HELPING TO EMPOWER KIDS TO EMBARK ON A JOURNEY OF PHYSICAL FITNESS THAT TRANSCENDS THE TRACK. THE EVENT DREW MORE THAN 200 MIDDLE SCHOOLERS IN 2023. OVER THE LAST THREE YEARS, UPMC LITITZ, IN COLLABORATION WITH LOCAL PARTNERS, TO CREATING A PIPELINE FOR THE COMMUNITY TO ADDRESS WORKFORCE DEVELOPMENT THE GOAL IS TO IMPROVE CAREER PIPELINE BY COLLABORATING WITH COMMUNITY ORGANIZATION TO ADDRESS WORKFORCE DEVELOPMENT NEEDS. FY 2022-2023 UPMC LITITZ PARTNERED WITH 5 DIFFERENT SCHOOLS ON RECRUITMENT EFFORTS MEETING ONE-ON ONE WITH STUDENTS AND COMMUNITY MEMBERS TO PROMOTE AWARENESS OF EMPLOYMENT OPPORTUNITIES AND HOSTED 12 RECRUITMENT EVENTS. FY2022-FY2023 700 STUDENTS PARTICIPATED IN MEDICAL EDUCATION ACTIVITIES FOCUSING ON HEALTH DISPARITIES HELD BY PATIENTS ARE WAITING, WHICH IS SUPPORTED BY UPMC LITITZ, 10 WOMEN OF COLOR COMPLETED THE DIVERSIFYING DOULAS INITIATIVES TRAINING, 83 STUDENTS PARTICIPATED IN THE ALLIED HEALTH INTERNSHIPS AND NURSING CLINICAL ROTATIONS. COMMUNITY PARTNERS: WARWICK HIGH SCHOOL, MANHEIM TOWNSHIP HIGH SCHOOL, MANHEIM CENTRAL HIGH SCHOOL, LANCASTER COUNTY CAREER AND TECHNOLOGY CENTER, CORNWALL-LEBANON SCHOOL DISTRICT, NORTHERN LEBANON SCHOOL DISTRICT, PALMYRA AREA SCHOOL DISTRICT, FRANKLIN & MARSHALL COLLEGE, CHEYNEY UNIVERSITY, LEWIS KATZ SCHOOL OF MEDICINE AT TEMPLE, LOYOLA UNIVERSITY CHICAGO STRITCH SCHOOL OF MEDICINE, PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE, PENNSYLVANIA COLLEGE OF MEDICINE HEALTH SCIENCE, PATIENTS R WAITING (PRW), LEBANON VALLEY ADVANCED CARE CENTER, PA COLLEGE OF HEALTH SCIENCE, ST. JOSEPH AND UPMC LITITZ PHYSICIANS. 15 HOMEBIRTH MIDWIVES MEET MONTHLY WITH DR. LIVINGSTON AS PART OF AN EDUCATIONAL SESSION ON ANTEPARTUM CARE, BIRTHING, SAFE BIRTH AND POSTPARTUM CARE. UPMC LITITZ'S 2022-2025 IMPLEMENTATION PLAN INCLUDES HEALTH EQUITY-PROMOTING PROGRAMS AND INITIATIVES, WHICH AIM TO HELP ADDRESS SOCIOECONOMIC AND OTHER FACTORS THAT MAY CONTRIBUTE TO HEALTH DISPARITIES. EFFORTS INCLUDE: 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: HTTPS://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/BENEFITS-REPORT |
| Schedule H, Part V, Section B, Line 19 LINES 19 & 20 | UPMC'S POLICIES DO NOT PERMIT HOSPITAL FACILITIES OR ANY OTHER AUTHORIZED PARTIES TO ENGAGE IN EXTRAORDINARY COLLECTIONS ACTIONS IN ANY CIRCUMSTANCES. THERFORE, LINE 20 HAS BEEN LEFT BLANK SINCE IT IS NOT APPLICABLE AND UPMC BELIEVES IT WOULD BE MISLEADING TO CHECK ANY OF THE BOXES. |
| Schedule H, Part I, Line 7 Part I, Line 7 Col(F): | THE TOTAL EXPENSES REPORTED ON FORM 990 PART IX LINE 25 COLUMN A INCLUDES BAD DEBT EXPENSE. THE EXPENSE USED TO CALCULATE THE PERCENT OF TOTAL EXPENSE FOR FORM 990 SCHEDULE H PART I LINE 7 COLUMN F ARE THE TOTAL EXPENSES FROM FORM 990 PART IX NET OF BAD DEBT EXPENSE.THE TOTAL EXPENSES USED FOR THIS CALCULATION NET OF BAD DEBT EXPENSE IS $129,298,235. |
| Schedule H, Part I, Line 6a Community benefit report prepared by related organization | UPMC LITITZ PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT; THE REPORT ENCOMPASSES INFORMATION FOR THE ENTIRE INTEGRATED DELIVERY AND FINANCING SYSTEMS (IDFS) THAT MAKES UP THE UPMC HEALTH SYSTEM. IT IS POSTED AND AVAILABLE TO THE PUBLIC VIA THE UPMC WEBSITE, WWW.UPMC.COM. |
| Schedule H, Part I, Line 7 Bad Debt Expense excluded from financial assistance calculation | 4159641 |
| Schedule H, Part I, Line 7 Costing Methodology used to calculate financial assistance | THE COSTING METHODOLOGY USED TO CALCULATE AMOUNTS REPORTED IN PART I LINE 7 IS A RATIO OF COST TO CHARGES METHOD. THE METHOD EMPLOYED FOR DETERMINING THE RATIO OF COST TO CHARGES IS IN LINE WITH THOSE DESCRIBED IN SCHEDULE H, WORKSHEET 2 "RATIO OF PATIENT COSTS TO CHARGES". |
| Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount | THE COSTING METHOD USED TO CALCULATE THE AMOUNTS IN SCHEDULE H PART III LINES 2 AND 3 IS A RATIO OF COST TO CHARGES METHOD. DISCOUNTS AND PAYMENTS IN PATIENTS' ACCOUNTS ARE DEDUCTED BEFORE THE COST OF BAD DEBT EXPENSE IS DETERMINED. THE METHOD EMPLOYED IS IN LINE WITH THOSE DESCRIBED IN SCHEDULE H, WORKSHEET 2, "RATIO OF PATIENT COSTS TO CHARGES". |
| Schedule H, Part III, Line 3 Bad Debt Expense Methodology | THE ORGANIZATION'S BAD DEBT EXPENSE CONSISTS SOLELY OF SELF-PAY PATIENTS ACCOUNTS DEEMED UNCOLLECTABLE. IT IS UPMC GROUP'S CONTENTION THAT THE COST OF BAD DEBT SHOULD BE STATED IN PART I LINE 7 OF SCHEDULE H AS THEY REPRESENT THE COSTS FOR PROVISION OF SERVICES TO PATIENTS FOR WHICH THE ENTITY HAS EXHAUSTED ALL RECOURSE FOR REIMBURSEMENT. THE SERVICES PROVIDED TO PATIENTS WHO PRESENT THEMSELVES ARE PROVIDED REGARDLESS OF A PATIENT'S ABILITY TO PAY AND IS IN LINE WITH THE ORGANIZATION'S CHARITABLE MISSION AND SERVICE TO OUR COMMUNITY. THESE EXPENSES ARE INCURRED REGARDLESS OF THE EFFICIENCY OF THE PROVISION OF THE RELATED MEDICAL CARE AND ARE DEEMED TO HAVE BEEN MEDICALLY NECESSARY FOR THE PATIENT. |
| Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote | THE FINANCIAL STATEMENTS DO NOT HAVE A SPECIFIC NOTE ON BAD DEBT EXPENSE; RATHER THE FINANCIAL STATEMENTS EVALUATE BAD DEBTS IN ITS ALLOWANCE FOR DOUBTFUL ACCOUNTS. |
| Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs | THE COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS OF CARE IS A RATIO OF COSTS TO CHARGES METHOD. THE METHOD IS IN LINE WITH THOSE DESCRIBED IN SCHEDULE H, WORKSHEET 2, "RATIO OF PATIENT COSTS TO CHARGES". IT IS UPMC CARLISLE'S CONTENTION THAT ALL AMOUNTS CALCULATED TO BE SHORTFALLS IN REIMBURSEMENT FOR SERVICES PROVIDED TO MEDICARE PATIENTS ARE TRULY UNCOMPENSATED CARE THAT SHOULD BE STATED IN PART I LINE 7 OF TO PATIENTS FOR WHICH THE ENTITY IS UNABLE TO COLLECT, REGARDLESS OF THE EFFICIENCY OF PROVISION OF THE RELATED CARE COSTS. |
| Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance | PATIENTS ARE NOTIFIED OF OUR CHARITY CARE POLICY IN A VARIETY OF WAYS. THERE ARE POSTERS INFORMING PATIENTS OF OUR CHARITY CARE POLICY AND A PLAIN LANGUAGE VERSION OF THE POLICY HANDED OUT TO THE UNINSURED AT ALL THE REGISTRATION SITES. ALL OF OUR PATIENT ACCOUNT STATEMENTS CONTAIN LANGUAGE THAT INDICATES THERE IS FINANCIAL AID AVAILABLE FOR QUALIFYING INDIVIDUALS. IN ADDITION, THE POLICY AND APPLICATION ARE POSTED ON THE HOSPITAL WEBSITE IN BOTH ENGLISH AND SPANISH. PATIENTS WHO APPLY FOR FINANCIAL ASSISTANCE AND PROVIDE ALL THE NECESSARY DOCUMENTATION REQUIREMENTS ARE NOTIFIED WITHIN THIRTY DAYS OF THE HOSPITAL'S DECISION. WHEN THE APPROVAL IS DETERMINED, THE APPROPRIATE DISCOUNT IS POSTED TO THE PATIENT ACCOUNT IMMEDIATELY. THE FINANCIAL ASSISTANCE DISCOUNT WILL BE APPLIED TO 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. |
| Schedule H, Part V, Section B, Line 16a FAP website | - UPMC LITITZ: Line 16a URL: WWW.UPMC.COM; |
| Schedule H, Part V, Section B, Line 16b FAP Application website | - UPMC LITITZ: Line 16b URL: WWW.UPMC.COM; |
| Schedule H, Part V, Section B, Line 16c FAP plain language summary website | - UPMC LITITZ: Line 16c URL: WWW.UPMC.COM; |
| Schedule H, Part VI, Line 2 Needs assessment | BUILDING 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: HTTPS://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/COMMUNITY-HEALTH-NEEDSASSESSMENT. IMPLEMENTATION PLANS DEVELOPED BY UPMC HOSPITALS DRAW SUPPORT FROM AN ARRAY OF ACTIVE AND ENGAGED COMMUNITY PARTNERS, AS WELL AS FROM THE LARGER UPMC SYSTEM, AND INCLUDE HUNDREDS OF INITIATIVES, UTILIZING BOTH EVIDENCE-BASED NATIONALLY RECOGNIZED PROGRAMS AND INTERNALLY DESIGNED PILOT PROGRAMS. THE BOARD OF DIRECTORS AT EACH UPMC HOSPITAL REGULARLY MONITORS THE PROGRESS OF THE COMMUNITY HEALTH IMPROVEMENT PLANS. 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 - 30 PATIENTS SERVED THROUGH TELEPSYCHIATRY IN 2023. 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. AND THIRD, IN COLLABORATION WITH MENTAL HEALTH AMERICA LANCASTER, UPMC IS SPEARHEADING A COMPASSIONATE MOVEMENT WITHIN THE LANCASTER COUNTY COMMUNITY TO ADDRESS AND PREVENT THE HEARTBREAKING IMPACT OF SUICIDE. THE 2023 SUICIDE PREVENTION CONFERENCE, WHICH HAD 200 ATTENDEES, EMPHASIZED PREVENTION STRATEGIES AND SERVES AS A TESTAMENT TO THE HOSPITAL'S COMMITMENT TO MENTAL HEALTH ADVOCACY. IN ADDITION TO THE CONFERENCE, UPMC LAUNCHED THE "JUST 2 TALK" TEEN GROUP, PROVIDING A SAFE HAVEN FOR TEENS TO OPENLY SHARE THEIR LIFE EXPERIENCES AND NAVIGATE THE COMPLEXITIES OF ADOLESCENCE AND 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. 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. ONE EFFORT TO ADDRESS ACCESS TO SPECIALTY CARE IS UPMC LITITZ'S PARTNERSHIP WITH PATIENTS R WAITING. THROUGH THIS COLLABORATION, THE HOSPITAL HELPS CONNECT PREGNANT WOMEN OF COLOR WITH EXPERIENCED DOULAS, WHO PROVIDE CARE AND EDUCATION BOTH VIRTUALLY AND IN PERSON FREE OF CHARGE. BETWEEN JUNE 2022 AND DECEMBER 2023, 54 DOULAS WERE TRAINED AND APPROXIMATELY 100 LANCASTER BLACK AND LATINX EXPECTANT MOMS RECEIVED DOULA SUPPORT. TO HELP IMPROVE CARE COORDINATION, UPMC'S COMMUNITY PARAMEDICINE PROGRAM HAS EXPANDED TO UPMC LITITZ IN AUGUST 2023. 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. |
| Schedule H, Part VI, Line 3 Patient education of eligibility for assistance | PATIENTS ARE INFORMED OF AVAILABLE ASSISTANCE IN NUMEROUS WAYS. SIGNAGE IS POSTED AND LITERATURE IS HANDED OUT TO THE UNINSURED AT ALL THE REGISTRATION SITES INDICATING TO THE PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE. ALL UNINSURED PATIENTS WHO ARE SCHEDULED FOR HIGH DOLLAR TESTS AND SURGERIES ARE CONTACTED BY ONE OF THE HOSPITAL'S FINANCIAL COUNSELORS TO DISCUSS THE FINANCIAL ASSISTANCE OPTIONS AVAILABLE TO THEM. THE FINANCIAL ASSISTANCE POLICY IS ALSO DISCLOSED ON THE HOSPITAL WEBSITE, ALONG WITH THE APPLICATION, IN BOTH ENGLISH AND SPANISH. IN ADDITION, ALL INPATIENTS WHO ARE RESIDENTS OF PENNSYLVANIA ARE PROVIDED PERSONAL ASSISTANCE IN THE COMPLETION OF THE MEDICAL ASSISTANCE APPLICATION. AS PART OF THE DISCHARGE PROCESS IN THE EMERGENCY DEPARTMENT, ALL UNINSURED PATIENTS ARE SCREENED FOR CHARITY CARE ELIGIBILITY UNDER THE HOSPITAL POLICY, AND IF APPROPRIATE, PROVIDED ASSISTANCE IN APPLYING FOR MEDICAID OR OBTAINING INSURANCE THROUGH HEALTHCARE.GOV. LASTLY, INFORMATION ABOUT FINANCIAL ASSISTANCE IS INCLUDED ON THE PATIENT BILLING STATEMENTS. PROGRAMS DISCUSSED INCLUDE THE PENNSYLVANIA STATE MEDICAID PROGRAM (MEDICAL ASSISTANCE), HOSPITAL CHARITY CARE PROGRAM, AND FUNDS AVAILABLE THROUGH HOSPITAL ENDOWMENT FUNDS. IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO; HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN INFANTS AND CHILDREN PROGRAMS (WIC), FOOD STAMP ELIGIBILITY AND OTHER STATE OR LOCAL ASSISTANCE THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS A VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/ GUARANTOR. |
| Schedule H, Part VI, Line 6 Affiliated health care system | UPMC 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. |
| Schedule H, Part VI, Line 7 State filing of community benefit report | PA |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| LEBANON VALLEY COLLEGE | |||||||
| 101 N COLLEGE AVE | ANNVILLE | PA | 17003 | 231352354 | 501(C)(3) | $52,000 | SPONSORSHIPS |
| ON-LINE PUBLISHERS INC | |||||||
| PO BOX 8049 | LANCASTER | PA | 17604 | 232912172 | N/A | $22,100 | SPONSORSHIPS |
| LANCASTER CHAMBER OF COMMERCE & IND | |||||||
| 115 EAST KING STREET | LANCASTER | PA | 17602 | 232095463 | 501(C)(6) | $6,100 | SPONSORSHIPS |
| VENTURE LITITZ INC | |||||||
| 7 S BROAD ST | LITITZ | PA | 17543 | 203826812 | 501(C)(3) | $6,000 | SPONSORSHIPS |
| Hospice & Community Care | |||||||
| 685 Good Drive | Lancaster | PA | 17604 | 232122735 | 501(c)(3) | $8,000 | Sponsorships |
| Northern Lancaster Chamber of Comm | |||||||
| PO Box 723 | Ephrata | PA | 17522 | 232489968 | 501(c)(6) | $7,000 | Sponsorships |
| Young Womens Christian Assoc of Lanc | |||||||
| 110 North Lime Street | Lancaster | PA | 17602 | 231352609 | 501(c)(3) | $8,500 | Sponsorships |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Philip W Guarneschelli | ||||||||||||||
| President & CEO (R 9/22) | $0 | $581,892 | $0 | $540,000 | $0 | $352,569 | $0 | $24,400 | $0 | $37,994 | $0 | $1,536,855 | $0 | $0 |
| Thomas Nicholson MD | ||||||||||||||
| Director | $0 | $758,970 | $0 | $64,950 | $0 | $3,588 | $0 | $25,046 | $0 | $35,887 | $0 | $888,441 | $0 | $0 |
| Kenneth Oken MD | ||||||||||||||
| Director | $0 | $467,619 | $0 | $0 | $0 | $0 | $0 | $25,335 | $0 | $22,956 | $0 | $515,910 | $0 | $0 |
| Troy Moritz DO | ||||||||||||||
| Director | $0 | $653,067 | $0 | $288,843 | $0 | $4,791 | $0 | $24,767 | $0 | $9,525 | $0 | $980,993 | $0 | $0 |
| Louis Baverso | ||||||||||||||
| President & COO | $0 | $442,253 | $0 | $375,000 | $0 | $57,209 | $0 | $86,885 | $0 | $37,765 | $0 | $999,112 | $0 | $54,897 |
| Alison Bernhardt | ||||||||||||||
| Treasurer/VP & CFO (R 1/23) | $0 | $341,430 | $0 | $200,000 | $0 | $9,180 | $0 | $18,785 | $0 | $4,469 | $0 | $573,864 | $0 | $8,400 |
| Greg Mitstifer | ||||||||||||||
| CFO | $0 | $159,917 | $0 | $33,000 | $0 | $303 | $0 | $11,531 | $0 | $20,156 | $0 | $224,907 | $0 | $0 |
| Amanda Morgan | ||||||||||||||
| Assistant Treasurer | $0 | $165,783 | $0 | $28,875 | $0 | $303 | $0 | $12,219 | $0 | $14,892 | $0 | $222,072 | $0 | $0 |
| Christine Miller Esq | ||||||||||||||
| Secretary/Assoc. Counsel | $0 | $224,777 | $0 | $182,116 | $0 | $1,310 | $0 | $38,479 | $0 | $24,053 | $0 | $470,735 | $0 | $0 |
| Kerry Maloney | ||||||||||||||
| Assistant Secretary | $0 | $144,796 | $0 | $25,000 | $0 | $1,357 | $0 | $3,000 | $0 | $19,978 | $0 | $194,131 | $0 | $0 |
| Laura Coppula | ||||||||||||||
| Pharmacist | $166,613 | $0 | $0 | $0 | $908 | $0 | $14,561 | $0 | $32,577 | $0 | $214,659 | $0 | $0 | $0 |
| Christy Keller | ||||||||||||||
| Clinical Director | $158,568 | $0 | $0 | $0 | $363 | $0 | $10,325 | $0 | $31,668 | $0 | $200,924 | $0 | $0 | $0 |
| David Benner | ||||||||||||||
| Pharmacist | $170,318 | $0 | $0 | $0 | $1,419 | $0 | $12,339 | $0 | $13,966 | $0 | $198,042 | $0 | $0 | $0 |
| Brianna Dohm | ||||||||||||||
| Supv Chief Pharmacist | $156,360 | $0 | $0 | $0 | $186 | $0 | $10,110 | $0 | $31,126 | $0 | $197,782 | $0 | $0 | $0 |
| John Sokso | ||||||||||||||
| Pharmacist | $163,858 | $0 | $0 | $0 | $925 | $0 | $13,690 | $0 | $14,585 | $0 | $193,058 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | 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 |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | PHILIP GUARNESCHELLI, PRESIDENT AND CEO, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $195,608 UPON HIS DEPARTURE FROM THE ORGANIZATION IN CALENDAR YEAR 2022. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS DISCLOSED WITHIN THE TOTAL AMOUNT IN SCHEDULE J COLUMN C "RETIREMENT AND OTHER DEFERRED COMPENSATION". DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE ("CODE"), CERTAIN OFFICERS AND KEY EMPLOYEES ARE LIMITED IN THE AMOUNT OF BENEFITS WHICH MAY BE RECEIVED UNDER A TAX QUALIFIED RETIREMENT PROGRAM. LIKE MANY EMPLOYERS, UPMC SUPPLEMENTS ITS RETIREMENT BENEFITS THROUGH A SUPPLEMENTAL RETIREMENT PROGRAM. THE SUPPLEMENTAL RETIREMENT PROGRAM IS SUBJECT TO MULTI YEAR VESTING WHICH PLACES THE OFFICERS AND KEY EMPLOYEES' RETIREMENT BENEFIT AT RISK OF FORFEITURE IF THE VESTING REQUIREMENTS ARE NOT SATISFIED. ONCE VESTED HOWEVER, PROVISIONS OF THE CODE REQUIRE THAT THE VESTED AMOUNTS BE REPORTED ON THE FORM 990 AND THE VESTED OFFICER OR KEY EMPLOYEE INCLUDE IN CURRENT INCOME THE VALUE OF HER OR HIS SUPPLEMENTAL RETIREMENT BENEFIT. NOTWITHSTANDING THE TAX REQUIREMENT TO RECOGNIZE THE VESTED AMOUNT OF THE SUPPLEMENTAL RETIREMENT BENEFIT AS CURRENT INCOME FOR FICA TAXATION AND REPORTING PURPOSES, THIS BENEFIT, WHICH GENERALLY HAS BEEN EARNED OVER HER OR HIS ENTIRE CAREER, HAS NOT AND WILL NOT BE DISTRIBUTED UNTIL THE OFFICER OR KEY EMPLOYEE RETIRES OR SEPARATES FROM SERVICE FROM UPMC AND 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. |
| Schedule J, Part I, Line 7 Non-fixed payments | UPMC Provides Incentive Compensation as part of its total compensation program for officers and key employees. This component is based upon the accomplishment of predetermined performance goals and objectives which focus on the achievement of multiple annual and three year individual and group performance criteria in the context of appropriate risk taking. These criteria directly support UPMC's mission and include: Patient Quality and Satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4 | UPMC Lititz prides itself on providing the highest quality care in all service areas. Our intense focus on customer service and patient safety has created a unique healing environment. We are an accredited Stroke Center and an accredited Chest Pain and Heart Attack Center. UPMC Lititz serves the greater Lancaster County area. In keeping with our mission of caring for all patients regardless of their ability to pay, UPMC Lititz hospital is a force for stability, strength, and reliability for those served. In addition to financial support, outreach to the community is crucial to achieving our mission. Through volunteerism and engagement, we strive to be a force for health and well-being. UPMC Lititz helps the underserved, mentors students, lends expertise to community organizations, and educates the community on disease prevention and management. COMMUNITY HEALTH IMPROVEMENT SERVICES Taking health care beyond the doors of its hospitals, clinics, and offices, and bringing it into the region's towns, schools, and workplaces, UPMC Lititz is helping to create healthier communities in Lancaster County. Through its charitable giving and community initiatives, UPMC Lititz is making a difference in the health and well-being of its neighbors. From public health and wellness initiatives to school health screenings, insurance enrollment help, home-visit programs, charity care, and free health classes, UPMC Lititz provides benefits to the community. UPMC Lititz offers a variety of free community programs that are making a difference in the lives of central Pennsylvanians every day, including: 1) Health education seminars. These seminars included: - Biennial Deacon's Meeting - Introduction to The Eight Dimensions of Wellness - Heart Month! Could I Have Peripheral Artery Disease (PAD)? - Heart Month! Could I Have Atrial Fibrillation (AFib)? - Oh, My Aching Back! - The Eight Dimensions of Wellness: The Spiritual Dimension: "What's Most Important to You as You Age?" - Am I Forgetting Something? - Chronic Shoulder Pain Causes and Solutions - Breakthrough Heart Treatments - Treatment Options for Chronic Hip and Knee Pain - Keep the Beat: What Is New with Atrial Fibrillation Diagnosis and Treatment - Female Urinary Incontinence and Vaginal Prolapse - Genetic Risk Factors for Breast Cancer - Breast Cancer Awareness "The Best Breast Is a Checked Breast" - Is Spine Pain Holding You Back? - Nonmedication Options to Deal with Anxiety, Stress, and Depression - Colon Health, Myths and Facts - Diabetes - Empower Yourself and Know Your Numbers - Should I Worry About My Varicose Veins? - Female-to-Male Chest Masculinization (Top Surgery) - Imagine Life Without Reflux - Common Airway Diseases: COPD and Emphysema - Fatty Liver Disease - Chronic Kidney Disease, Nutrition, and Transplant Options 2) Wellness programs were provided, some virtually, including: - Infant development screenings - Pregnancy and birthing classes - Flu shot clinics - Symptomatic and non-symptomatic (pre-surgical) COVID testing sites - Video visits with PCPs and specialists, in lieu of in-person office visits - Virtual primary care program |
| Form 990, Part V, Line 1a | UPMC (EIN 23-1423657), A FEDERALLY TAX-EXEMPT ENTITY, THE PARENT OF A LARGE INTEGRATED DELIVERY AND FINANCING SYSTEM AND THE PARENT ENTITY OF UPMC PINNACLE, WHO IS THE PARENT OF UPMC LITITZ, ISSUES AND FILES ALL FORM 1099S FOR UPMC LITITZ. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE SOLE MEMBER OF THE CORPORATION IS UPMC PINNACLE, A FEDERALLY TAX EXEMPT, STATE 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, GROUNDBREAKING RESEARCH AND TREATMENTS WITH LOCATIONS IN WESTERN AND CENTRAL PENNSYLVANIA, MARYLAND, NEW YORK AND AROUND THE WORLD. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | AS SOLE MEMBER OF THE ORGANIZATION, UPMC PINNACLE ELECTS THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION REQUIRE THE APPROVAL OF BOTH THE UPMC PINNACLE BOARD AND THE UPMC BOARD, AS THE SOLE MEMBER OF UPMC PINNACLE. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE AUTHORITY AND RESPONSIBILITY FOR REVIEW OF THE FORM 990 FOR UPMC PINNACLE AND SUBSIDIARIES IS DELEGATED TO THE FINANCE COMMITTEE OF THE UPMC PINNACLE BOARD. ALL Board MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | IN THE PERFORMANCE OF THEIR DUTIES TO UPMC PINNACLE, COVERED PERSONS SHALL SEEK TO ACT IN THE BEST INTERESTS OF UPMC PINNACLE, AND SHALL EXERCISE GOOD FAITH, LOYALTY, DILIGENCE AND HONESTY. A COVERED PERSON IS ANY INDIVIDUAL WHO SERVES IN A FIDUCIARY CAPACITY TO, OR WHO HAS LEGAL AUTHORITY TO REPRESENT OR OBLIGATE, UPMC PINNACLE OR ANY OF ITS AFFILIATED ORGANIZATIONS INCLUDING, BUT NOT LIMITED TO, DIRECTORS, OFFICERS, EMPLOYEES, AND AGENTS. COVERED PERSONS ALSO INCLUDE A) IMMEDIATE FAMILIES (SPOUSES, CHILDREN, SIBLINGS, PARENTS, OR SPOUSE'S PARENTS), B) ANY ORGANIZATION IN WHICH THEY OR THEIR IMMEDIATE FAMILIES DIRECTLY OR INDIRECTLY I) HAVE A MATERIAL FINANCIAL OR BENEFICIAL INTEREST, OR II) SERVE AS A DIRECTOR, OFFICER, EMPLOYEE, AGENT, ATTORNEY OR SIMILAR CAPACITY. A COVERED PERSON SHALL DISCLOSE ANY BUSINESS OR PERSONAL INTERESTS OR RELATIONSHIPS WHICH MAY BE IN CONFLICT WITH THE INTERESTS OF UPMC PINNACLE, INCLUDING, BUT NOT LIMITED TO (A) ENGAGING IN OR SEEKING TO BE ENGAGED IN (I) THE DELIVERY OF HEALTH CARE SERVICES OR (II) THE DELIVERY OF GOODS OR SERVICES TO UPMC PINNACLE, OR (B) ANY TRANSACTION OR ARRANGEMENT WITH UPMC PINNACLE WHICH WOULD RESULT IN BENEFIT TO COVERED PERSONS. If a potential conflict is identified regarding a specific UPMC activity, the UPMC corporate compliance department, with the assistance of the legal department, either develops a written plan designed to prevent the conflict from influencing decisions related to that activity, or requires that the conflicting relationship be divested, as appropriate. COVERED PERSONS WITH A DOCUMENTED CONFLICT OF INTEREST SHALL NOT VOTE ON THE MATTER, AND THE UPMC PINNACLE BOARD OR COMMITTEE MUST APPROVE, AUTHORIZE, OR RATIFY THE TRANSACTION OR ARRANGEMENT BY A MAJORITY VOTE OF THE NON-INTERESTED DIRECTORS OR COMMITTEE MEMBERS PRESENT AT A MEETING THAT HAS A QUORUM. VIOLATIONS OF THIS STATEMENT OF POLICY MAY SUBJECT COVERED PERSONS TO APPROPRIATE SANCTIONS, INCLUDING REMOVAL FROM THEIR POSITIONS WITH UPMC PINNACLE. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The compensation committee of the UPMC Pinnacle Board has the authority to develop and maintain executive compensation to be approved by the UPMC Pinnacle Board of Directors. The compensation committee will follow a diligent process that meets regulatory requirements for a rebuttable presumption of reasonableness and promotes effective governance of executive compensation, consistent with the UPMC Pinnacle compensation philosophy. 1. Follow a process that establishes and maintains a rebuttable presumption of reasonableness for all executives potentially subject to intermediate sanctions. 2. Prepare minutes for each meeting to record the terms of the committee's decisions and the process followed in reaching those decisions. These minutes must include indications that the committee is following good practices in dealing with conflicts of interest and in obtaining and relying on appropriate comparability data on total compensation. 3. Select and directly engage and supervise any consultant hired by upmc pinnacle to advise the committee on executive compensation. 4. Periodically evaluate the appropriateness of this charter and the effectiveness of the process the committee uses in governing executive compensation and report this evaluation to the UPMC Pinnacle board. 5. Monitor changes in laws and regulations pertaining to executive compensation and benefits to see that UPMC Pinnacle complies with them. 6. Seek outside review of committee operations to ensure compliance with the IRS rebuttable presumption of reasonableness. 7. Review actual executive compensation and benefits provided to confirm consistency with compensation and benefits approved by the committee. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | TO SUPPORT UPMC'S MISSION AND AS SET FORTH IN THE UPMC BYLAWS, THE BOARD OF DIRECTORS HAS FORMED AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") AND DELEGATED TO IT THE RESPONSIBILITY FOR ESTABLISHMENT AND IMPLEMENTATION OF OFFICER AND KEY EMPLOYEE TOTAL COMPENSATION PROGRAMS. AS PART OF THIS RESPONSIBILITY THE COMMITTEE REPORTS REGULARLY TO THE BOARD OF DIRECTORS. WITH BOARD OF DIRECTORS APPROVAL, THE COMMITTEE HAS ADOPTED A FORMAL CHARTER, WHICH INCLUDES THE ESTABLISHMENT OF A COMPENSATION PHILOSOPHY AND RELATED POLICIES WITH RESPECT TO THE TOTAL COMPENSATION PAID BY UPMC TO ITS OFFICERS AND KEY EMPLOYEES. THE UPMC TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES IS PREDICATED UPON AN INCENTIVE COMPENSATION COMPONENT. THIS COMPONENT IS BASED UPON THE ACCOMPLISHMENT OF PREDETERMINED PERFORMANCE GOALS AND OBJECTIVES WHICH FOCUS ON THE ACHIEVEMENT OF MULTIPLE ANNUAL AND THREE-YEAR INDIVIDUAL AND GROUP PERFORMANCE CRITERIA IN THE CONTEXT OF APPROPRIATE RISK TAKING. THESE CRITERIA DIRECTLY SUPPORT UPMC'S MISSION AND INCLUDE: PATIENT QUALITY AND SATISFACTION, COMMUNITY BENEFITS, OPERATIONAL AND FINANCIAL STRENGTH, LEADERSHIP DEVELOPMENT, AND STRATEGIC BUSINESS INITIATIVES AMONG OTHERS. THE TOTAL COMPENSATION PROGRAM IS INTEGRATED WITH AND REINFORCES THE UPMC BUSINESS PLANNING CYCLE AS WELL AS MANAGEMENT DEVELOPMENT AND SUCCESSION PLANNING PROCESSES. IT IS THE COMMITTEE'S JUDGMENT THAT THE STRUCTURE OF THE TOTAL COMPENSATION PROGRAM IS VITAL TO, AND STRONGLY SUPPORTIVE OF, THE HIGH LEVEL OF ONGOING SUCCESS OF UPMC AND FOSTERS THE RETENTION OF CRITICAL OFFICER AND KEY EMPLOYEE TALENT. THE TOTAL COMPENSATION DETERMINATION PROCESS UTILIZED BY THE COMMITTEE IS INTENDED TO SATISFY THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" AS SET FORTH IN THE REGULATIONS TO SECTION 4958 OF THE INTERNAL REVENUE CODE ("CODE"). THIS MEANS THAT COMPENSATION PROGRAMS AND LEVELS ARE APPROVED IN ADVANCE BY THE COMMITTEE WHICH IS COMPOSED ENTIRELY OF OUTSIDE DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST, AS DEFINED BY THE RELEVANT REGULATIONS, WITH RESPECT TO THE COMPENSATION PROGRAM AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON A BROAD RANGE OF APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATIONS. THE COMMITTEE THEN CONTEMPORANEOUSLY DOCUMENTS, IN FORMAL MEETING MINUTES, THE BASIS AND REASONS FOR ITS DETERMINATIONS. THE TOTAL COMPENSATION PROGRAM IS DESIGNED AND ADMINISTERED IN ACCORDANCE WITH THE UPMC BYLAWS, SOUND BUSINESS PRACTICES, THE TENETS OF COMMON LAW BUSINESS JUDGMENT AND FIDUCIARY RESPONSIBILITY AS WELL AS ADHERENCE TO ALL RELEVANT FEDERAL, STATE AND LOCAL LAWS. IN ADDITION TO CODE SECTION 4958, AS SET FORTH ABOVE, THIS INCLUDES BUT IS NOT LIMITED TO CODE SECTION 501(C)(3) AND THE APPLICABLE REGULATIONS THEREUNDER AS WELL AS ALL LAWS AND REGULATIONS PROHIBITING PRIVATE INUREMENT, PRIVATE BENEFIT TRANSACTIONS AND DISCRIMINATION. FURTHER, THE COMMITTEE HAS IDENTIFIED AND ADOPTED, AS APPROPRIATELY MODIFIED FOR UPMC, COMPENSATION PROGRAM "BEST PRACTICES" FROM THE BUSINESS WORLD (E.G. SARBANES OXLEY, SEC, ETC.). THE COMMITTEE BELIEVES THAT WHILE THESE PRACTICES ARE NOT REQUIRED IN THE TAX-EXEMPT SECTOR, THEY ARE IN THE BEST INTERESTS OF THE ORGANIZATION AND FURTHER SUPPORT UPMC'S 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, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | RESPIRATORY THERAPY SCHOOL - Total Revenue: 113883, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 113883; GIFT SHOP REVENUE - Total Revenue: 11671, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 11671; MED STAFF APPLICATION FEES - Total Revenue: 10200, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 10200; MEDICAL RECORDS - Total Revenue: 24, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 24; MISC. INCOME - Total Revenue: 22753, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 22753; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | TRANSFERS TO EXEMPT AFFILIATES - 4595586; |
| Form 990, Part XII, Line 2b | THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PART OF A CONSOLIDATED FINANCIAL STATEMENT AUDIT PERFORMED BY EY FOR UPMC AND ALL SUBSIDIARIES. THE ENTIRE SYSTEM'S FINANCIAL STATEMENTS, OF WHICH THIS ORGANIZATION IS PART, ARE POSTED ON THE UPMC WEBSITE (WWW.UPMC.COM). THE FINANCIAL STATEMENT AUDIT DURING THE 990 FILING PERIOD IS FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2022. |
| Form 990, Part XII, Line 2c | UPMC HAS AN AUDIT COMMITTEE THAT IS ESTABLISHED TO ASSIST THE BOARD OF DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES BY MONITORING UPMC CONSOLIDATED FINANCIAL REPORTS AND OTHER FINANCIAL INFORMATION PROVIDED BY UPMC TO GOVERNMENTAL BODIES, THE PUBLIC OR OTHER EXTERNAL ENTITIES. THE UPMC'S SYSTEM OF INTERNAL CONTROLS REGARDING FINANCE, ACCOUNTING, LEGAL COMPLIANCE AND ETHICS THAT MANAGEMENT AND THE BOARD HAVE ESTABLISHED AND UPMC'S INTERNAL AUDITING, ACCOUNTING AND FINANCIAL REPORTING PROCESSES ALSO PROVIDED OVERSIGHT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UPMC SENIOR COMMUNITIES INC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251574736 | SR LIVING | PA | 501(c)(3) | 10 | UPMC | false | |
| PITTSBURGH LIFETIME CARE COMMUNITY | |||||||||||
| 600GRANT STREET | PITTSBURGH | PA | 15219 | 251335247 | CCRC | PA | 501(c)(3) | 10 | UPMC SR COMM | false | |
| CANTERBURY PLACE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 250965334 | SR LIVING | PA | 501(c)(3) | 10 | UPMC SR COMM | false | |
| SENECA PLACE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 721562844 | UPMC LIVING | PA | 501(c)(3) | 10 | UPMC SR COMM | false | |
| SHADYSIDE HOSPITAL SUPPORTING FOUNDATION | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 260303394 | FOUNDATION | PA | 501(c)(3) | Type I | UPMC | false | |
| UPMC LEE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | MD | 15219 | 250613830 | INACTIVE | PA | 501(c)(3) | 3 | UPMC | false | |
| PITTSBURGH CARE PARTNERSHIP INC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251753852 | SR CARE MGMT | PA | 501(c)(3) | 10 | UPMC | false | |
| UPMC CENTER FOR HIGH VALUE HEALTH CARE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 452178782 | RESEARCH | PA | 501(c)(3) | 7 | UPMC | false | |
| SHADYSIDE HOSPITAL FOUNDATION | |||||||||||
| 532 SOUTHAIKEN AVENUE | PITTSBURGH | PA | 15232 | 251290546 | FOUNDATION | PA | 501(c)(3) | Type III-FI | UPMC PRESSY | false | |
| PASSAVANT HOSPITAL FOUNDATION | |||||||||||
| 9100 BABCOCK BLVD | PITTSBURGH | PA | 15237 | 251407815 | FOUNDATION | PA | 501(c)(3) | Type II | UPMC PASS | false | |
| NORTHWEST HOSPITAL FOUNDATION | |||||||||||
| 100 FARFIELD DRIVE | SENECA | PA | 16346 | 251483624 | FOUNDATION | PA | 501(c)(3) | Type III-FI | UPMC NORTHWE | false | |
| ST MARGARET FOUNDATION | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251520340 | FOUNDATION | PA | 501(c)(3) | 7 | UPMC ST MARG | false | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FND | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251865744 | FOUNDATION | PA | 501(c)(3) | 7 | UPMC CHP | false | |
| MAGEE-WOMEN RES INST AND FOUNDATION | |||||||||||
| 600GRANT STREET | PITTSBURGH | PA | 15219 | 251462312 | FOUNDATION | PA | 501(c)(3) | 7 | NA | false | |
| GREAT LAKES PHYSICIAN PRACTICE PC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 464186362 | PHYSICIAN SRV | PA | 501(c)(3) | 3 | REGNL HEALTH | false | 58TH FLOOR |
| HAMOT HEALTH FOUNDATION | |||||||||||
| 302 FRENCH STREET | ERIE | PA | 16507 | 251400999 | FOUNDATION | PA | 501(c)(3) | Type II | UPMC HAMOT | false | |
| UPMCJAMESON CANCER CENTER | |||||||||||
| 600 GRANT STREET 58TH FL | PITTSBURGH | PA | 15219 | 201459415 | ONCOLOGY SVC | PA | 501(c)(3) | 10 | UPMC JAMESON | false | |
| JAMESON CARE CENTER INC | |||||||||||
| 1211 WILMINGTON AVE | NEW CASTLE | PA | 16105 | 232871396 | SR SERVICES | PA | 501(c)(3) | 10 | UPMC SR COMM | false | |
| LAUREL REALTY INC | |||||||||||
| 32-36 CENTRAL AVENUE | WELLSBORO | PA | 16901 | 231403678 | REAL STATE | PA | 501(c)(2) | UPMC SUSQUEH | false | ||
| THE GREEN HOME | |||||||||||
| 37 CENTRAL AVENUE | WELLSBORO | PA | 16901 | 240804365 | SKILLED NURSI | PA | 501(c)(3) | 10 | UPMC SUSQUEH | false | |
| WILLIAMSPORT AREA AMB SERVICECOOP | |||||||||||
| 700 HIGH STREET | WILLIAMSPORT | PA | 17701 | 232416166 | AMBULANCE SVC | NY | 501(c)(3) | 10 | UPMC WILLIAM | false | |
| UPMC CHAUTAUQUA AT WCA | |||||||||||
| 207 FOOTEAVENUE | JAMESTOWN | NY | 14701 | 160743226 | HOSPITAL | NY | 501(c)(3) | 3 | UPMC CHAUTAU | false | |
| WCA GROUP INC | |||||||||||
| 207 FOOTE AVENUE | JAMESTOWN | NY | 14701 | 222392582 | HOLDING CO | NY | 501(c)(3) | Type II | CHAUT AT WCA | false | |
| STARFLIGHT INC | |||||||||||
| 135 ALLEN STREET | JAMESTOWN | NY | 14701 | 161557878 | AIR AMBULANCE | NY | 501(c)(3) | 7 | CHAUT AT WCA | false | |
| SOUTH CENTRAL ALPHA HOUSING & HEALTH | |||||||||||
| 3410 W PITTSBURG ROAD | NEW CASTLE | PA | 16101 | 251701701 | SNF & AL | PA | 501(c)(3) | 10 | UPMC SR COMM | false | |
| SOUTH WESTERN ALPHA HOUSING & HEALTH | |||||||||||
| 745 GREENVILLE ROAD | MERCER | PA | 16137 | 251701700 | SNF & IL | PA | 501(c)(3) | 10 | UPMC SR COMM | false | |
| KANE COMMUNITY HOSPITAL FOUNDATION | |||||||||||
| 4372 ROUTE 6 | KANE | PA | 16735 | 263906925 | FOUNDATION | PA | 501(c)(3) | Type II | NA | false | |
| LAUREL HEALTH FOUNDATION | |||||||||||
| 32-36 CENTRAL AVENUE | WELLSBORO | PA | 16901 | 251810488 | FOUNDATION | PA | 501(c)(3) | Type II | NA | false | |
| WCA FOUNDATION INC | |||||||||||
| PO BOX 840 | JAMESTOWN | NY | 14702 | 222393584 | FOUNDATION | PA | 501(c)(3) | Type III-FI | NA | false | |
| VENANGO VNA FOUNDATION | |||||||||||
| 491 ALLEGHENY BOULEVARD | FRANKLIN | PA | 16323 | 251472179 | FOUNDATION | PA | 501(c)(3) | Type III-O | NA | false | |
| COMMUNITY LIFE TEAM INC | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 231890444 | MED TRANSPORT | PA | 501(c)(3) | 7 | UPMC PINNACL | false | |
| UPMC CARLISLE | |||||||||||
| 361 ALEXANDER SPRING ROAD | CARLISLE | PA | 17105 | 820880337 | HOSPITAL | PA | 501(c)(3) | 3 | UPMC PINNACL | false | |
| UPMC PINNACLE LANCASTER | |||||||||||
| 250 COLLEGE AVENUE | LANCASTER | PA | 17603 | 820896436 | HOSPITAL | PA | 501(c)(3) | 3 | UPMC PINNACL | false | |
| HANOVER HEALTHCARE PLUS INC | |||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 222658574 | SUPPORTING OR | PA | 501(c)(3) | Type I | UPMC PINNACL | false | |
| UPMC MEMORIAL | |||||||||||
| 325 SOUTH BELMONT STREET | YORK | PA | 17405 | 820912090 | HOSPITAL | PA | 501(c)(3) | 3 | UPMC PINNACL | false | |
| UPMC PINNACLE FOUNDATION | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 222691718 | FOUNDATION | PA | 501(c)(3) | Type II | UPMC PINNACL | false | |
| UPMC HANOVER | |||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 231360851 | HOSPITAL | PA | 501(c)(3) | 3 | HANOVER HEA | false | |
| PINNACLE HEALTH REGIONAL PHYSICIANS | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 820947698 | PHYSICIAN SRV | PA | 501(c)(3) | 3 | UPMC PINNACL | false | |
| PINNACLE HEALTH MEDICAL SERVICES | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 251709054 | PHYSICIAN SRV | PA | 501(c)(3) | 3 | UMPC PINNACL | false | |
| UPMC PINNACLE | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 251778658 | SUPPORTING OR | PA | 501(c)(3) | Type II | UPMC | false | |
| UPMC PINNACLE HOSPITALS | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 251778644 | HOSPITAL | PA | 501(c)(3) | 3 | UPMC PINNACL | false | |
| CHARLES E COLE MEMORIAL HOSPITAL | |||||||||||
| 1001 EAST SECOND STREET | COUDERSPORT | PA | 16915 | 240802108 | HOSPITAL | PA | 501(c)(3) | 3 | UPMC | false | |
| COLE FOUNDATION INC | |||||||||||
| 1001 EAST SECOND STREET | COUDERSPORT | PA | 16915 | 455417308 | FOUNDATION | PA | 501(c)(3) | Type I | COLE MEM H | false | |
| HAMOT COLE VENTURES | |||||||||||
| 1001 EAST SECOND STREET | COUDERSPORT | PA | 16915 | 273172100 | CLINIC SITES | PA | 501(c)(3) | Type I | COLE MEM H | false | |
| HENDORN INC | |||||||||||
| 1001 EAST SECOND STREET | COUDERSPORT | PA | 16915 | 231972659 | RES, CARE | PA | 501(c)(3) | Type I | COLE MEM H | false | |
| ASBURY HEIGHTS OF UPMC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251555687 | SUPPORTING OR | PA | 501(c)(3) | Type II | UPMC SR COMM | false | |
| ASBURY HEALTH CENTER | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 250969472 | CCRC | PA | 501(c)(3) | 10 | ASBURY HEIGH | false | |
| ASBURY VILLAS | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251819952 | PENNSYLVANIA | PA | 501(c)(3) | 10 | ASBURY HEIGH | false | |
| ASBURY PLACE | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251729266 | PERSONAL CARE | PA | 501(c)(3) | 10 | ASBURY HEIGH | false | |
| WESLEY HILLS | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251507472 | INDEP LIVING | PA | 501(c)(3) | 7 | ASBURY HEIGH | false | |
| ASBURY FOUNDATION | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251555688 | FOUNDATION | PA | 501(c)(3) | 7 | ASBURY HEIGH | false | |
| UPMC SOMERSET | |||||||||||
| 225 SOUTH CENTER AVENUE | SOMERSET | PA | 15501 | 250965570 | HOSPITAL | PA | 501(c)(3) | 3 | UPMC | false | |
| SOMERSET COMMUNITY HOSPITAL FOUNDATION | |||||||||||
| 225 SOUTH CENTER AVENUE | SOMERSET | PA | 15501 | 251441863 | FOUNDATION | PA | 501(c)(3) | Type III-FI | UPMC SOMERSE | false | |
| SOMERSET HEALTH SERVICES INC | |||||||||||
| 225 SOUTH CENTER VENUE | SOMERSET | PA | 15501 | 251441920 | PHYSICIAN SRV | PA | 501(c)(3) | 3 | UPMC SOMERSE | false | |
| UPMC WESTERN MARYLAND CORPORATION | |||||||||||
| PO BOX 539 | CUMBERLAND | MD | 21501 | 520591531 | HOSPITAL | MD | 501(c)(3) | 3 | UPMC | false | |
| WESTERN MARYLAND HEALTH SYSTEM FND | |||||||||||
| PO BOX 539 | CUMBERLAND | MD | 21501 | 352289841 | FOUNDATION | MD | 501(c)(3) | Type III-FI | UPMC WESTERN | false | |
| HANOVER HOSPITAL FOUNDATION | |||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 822553293 | FOUNDATION | PA | 501(c)(3) | Type III-FI | UPMC PINNACL | false | |
| RUSH TO CRUSH CANCER | |||||||||||
| 200 LOTHROP STREET | PITTSBURGH | PA | 15213 | 874771624 | FOUNDATION | PA | 501(c)(3) | 7 | JOFP CANCER | false | |
| UPMC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251423657 | SUPPORTING ORG | PA | 501(c)(3) | Type III-FI | NA | false | |
| UPMC WESTERN BEHAVIORAL HEALTH FOUNDATION | |||||||||||
| 200 LOTHROP STREET | PITTSBURGH | PA | 15213 | 923568793 | FOUNDATION | PA | 501(c)(3) | 7 | UPMC PRESBY | false | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHAUTAUQUA INTEGRATED DELIVERY SYSTEM I | |||||||||||
| 200 HARRISON STREET | 2ND FLOOR | JAMESTOWN | PA | 15219 | 161542139 | INTEGRATED DELIVE | NY | NA | N/A | false | false |
| MEDCARE SUSQUEHANNA VALLEY LLC | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 821673688 | DME | PA | NA | N/A | false | false | |
| UPMC LEADER SURGERY CENTER LLC | |||||||||||
| 1703 INNOVATION DRIVE | YORK | PA | 17408 | 233035083 | SURGERY CENT | PA | NA | N/A | false | false | |
| BAYFRONT BUILDING PROFESSIONAL LLC | |||||||||||
| 3645 WEST LAKE ROAD | ERIE | PA | 16505 | 251480837 | REAL ESTATE | PA | NA | N/A | false | false | |
| CHARTWELL PA LP | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251729714 | HOMEHEALTH | PA | NA | N/A | false | false | |
| EPN-HAMOT URGENT CARE LLC | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 272147949 | URGENT CARE | PA | NA | N/A | false | false | |
| HAMOT SURGERY CENTER LLC | |||||||||||
| 200 STATE STREET | ERIE | PA | 16507 | 251863661 | AMBULATORY SU | PA | NA | N/A | false | false | |
| HAMOT-KCH REAL ESTATE VENTURE | |||||||||||
| 300 STATE STREET | ERIE | PA | 16507 | 263691782 | MEDICAL OFFIC | PA | NA | N/A | false | false | |
| LIFE CARE HOME SRV OF NW PA | |||||||||||
| 1647 SASSAFRAS STREET | ERIE | PA | 16501 | 251536879 | HOME HEALTH S | PA | NA | N/A | false | false | |
| OMICELO RE I LP | |||||||||||
| 2525 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | 475603393 | REAL ESTATE D | PA | NA | N/A | false | false | |
| SENECA HILLS ASSISTED LIVING | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 232873106 | ASSISTED LIVI | PA | NA | N/A | false | false | |
| SHADYSIDE MEDICAL CENTER ASSOCIATION | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251608318 | MED OFFICE BL | PA | NA | N/A | false | false | |
| ST MARGARET MEDICAL ARTS ASSOCIATES | |||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251786655 | MED OFFICE BL | PA | NA | N/A | false | false | |
| WEST SHORE SURGERY CENTER LTD | |||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 251821415 | SURGICAL CARE - MEDICAL SERVICES | PA | NA | N/A | false | false | |
| SUSQUEHANNA VALLEY SURGICAL CENTER | |||||||||||
| 4310 Londonderry Road Suite 1 | HARRISBURG | PA | 17109 | 251847818 | SURGICAL CARE - MEDICAL SERVICES | PA | NA | N/A | false | false | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (80 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HC PHARMACY CENTRAL INC | ||||||||||||||||
| 600 GRANT STREET PITTSBURGH PA 152 | PITTSBURGH | PA | 15219 | 251364192 | PHARMACY co-o | PA | NA | C Corporation | false | |||||||
| CHILDREN'S COMMUNITY CARE | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251781887 | PHYSICIAN SRV | PA | NA | C Corporation | false | |||||||
| UPMC PHYSICIAN SERVICES HOLDING COMPANY | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251877017 | HOLDING CO | PA | NA | C Corporation | false | |||||||
| HEMATOLOGY ONCOLOGY ASSOCIATION INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 421648357 | PHYSICIAN SRV | PA | NA | C Corporation | false | |||||||
| ONCOLOGY HEMATOLOGY ASSOCATION INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251762980 | PHYSICIAN SRV | PA | NA | C Corporation | false | |||||||
| TRI-STATE NEUROSURGICAL ASSOCIATES | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251458655 | PHYSICIAN SRV | PA | NA | C Corporation | false | |||||||
| RENAISSANCE FAMILY PRACTICE UPMC INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 262942406 | PHYSICIAN SRV | PA | NA | C Corporation | false | |||||||
| UPMC HOLDING COMPANY INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251777713 | HOLDING CO | PA | NA | C Corporation | false | |||||||
| UPMC COVERAGE PRODUCTS INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251777710 | HOLDING CO | PA | NA | C Corporation | false | |||||||
| FREEDOM INSURANCE COMPANY | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 030308944 | INSURANCE | VT | NA | C Corporation | false | |||||||
| TRI-CENTURY INSURANCE CO | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251500739 | INSURANCE | PA | NA | C Corporation | false | |||||||
| UPMC DNA INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251883237 | INSURANCE | PA | NA | C Corporation | false | |||||||
| UPMC HEALTH BENEFITS INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251844144 | HEALTH INSUR | PA | NA | C Corporation | false | |||||||
| UPMC HEALTH NETWORK INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 721527566 | HEALTH INSUR | PA | NA | C Corporation | false | |||||||
| UPMC HEALTH PLAN INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 232813536 | HEALTH INSUR | PA | NA | C Corporation | false | |||||||
| UPMC BENEFIT MANAGEMENT SERVICES INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251769564 | WORKERS COMP | PA | NA | C Corporation | false | |||||||
| UPMC DIVERSIFIED SERVICES INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251778454 | HOLDING CO | PA | NA | C Corporation | false | |||||||
| MONROEVILLE SPECIALTY CLINIC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251666087 | AMB SURG | PA | NA | C Corporation | false | |||||||
| MEDICAL ARCHIVAL SYSTEMS INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 232912501 | SOFTWARE DEVE | DE | NA | C Corporation | false | |||||||
| RX PARTNERS INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251801966 | PHARMACY | PA | NA | C Corporation | false | |||||||
| BIOTRONICS INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251843500 | EQUIP MAINTEN | PA | NA | C Corporation | false | |||||||
| ASKESIS DEVELOPMENT GROUP INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 541625585 | SOFTWARE DEVE | DE | NA | C Corporation | false | |||||||
| MEDICAL CENTER PROPERTIES INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251796940 | REAL ESTATE | PA | NA | C Corporation | false | |||||||
| BAYSIDE DEVELOPMENT CORP | ||||||||||||||||
| 300 STATE STREET | ERIE | PA | 16507 | 251401386 | REAL ESTATE | PA | NA | C Corporation | false | |||||||
| UPMC WORK ALLIANCE INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 452825053 | INSURANCE | PA | NA | C Corporation | false | |||||||
| UPMC HEALTH COVERAGE INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 462824537 | INSURANCE | PA | NA | C Corporation | false | 58TH FLOOR | ||||||
| UPMC HEALTH OPTIONS INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 462824626 | INSURANCE | PA | NA | C Corporation | false | |||||||
| AMERICAN HOME HEALTH SERVICES | ||||||||||||||||
| 868 CORPORATE WAY | WESTLAKE | OH | 44145 | 311521422 | HOME HEALTH C | OH | NA | C Corporation | false | |||||||
| ALTOONA FAMILY INC | ||||||||||||||||
| 620 HOWARD AVE | ALTOONA | PA | 16601 | 251444935 | MGMT SVCS | PA | NA | C Corporation | false | |||||||
| LEXINGTON HOLDINGS INC | ||||||||||||||||
| 620 HOWARD AVE | ALTOONA | PA | 16601 | 251794386 | HOLDING CO | PA | NA | C Corporation | false | |||||||
| LEXINGTON ONE INC | ||||||||||||||||
| 620 HOWARD AVE | ALTOONA | PA | 16601 | 251468889 | RENTAL | PA | NA | C Corporation | false | |||||||
| UPMC ALTOONA REGIONAL HEALTH SERVICES | ||||||||||||||||
| 1414 9TH AVENUE | ALTOONA | PA | 16602 | 251219302 | PHYSICIAN SRV | PA | NA | C Corporation | false | |||||||
| RXANTE INC | ||||||||||||||||
| 511 CONGRESS STREET 803 | PORTLAND | ME | 04101 | 454040219 | MEDICATION MG | DE | NA | C Corporation | false | |||||||
| SUSQUEHANNA VENTURES INC | ||||||||||||||||
| 1201 GRAMPIAN BOULEVARD | WILLIAMSPORT | PA | 17701 | 232470623 | PHARMACY | PA | NA | C Corporation | false | |||||||
| WCA SERVICE CORPORATION INC | ||||||||||||||||
| 207 FOOTE AVENUE | JAMESTOWN | NY | 14701 | 161151438 | SUPPORT | NY | NA | C Corporation | false | |||||||
| PINNACLE HEALTH CARDIOVASCULAR INSTITUT | ||||||||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 320321362 | PHYSICIAN SRV | PA | NA | C Corporation | false | |||||||
| HANOVER HEALTH CORPORATION | ||||||||||||||||
| 300 HIGHLAND AVENUE | HANOVER | PA | 17331 | 900498067 | HOLDING CO | PA | NA | C Corporation | false | |||||||
| HANOVER APOTHECARY INC | ||||||||||||||||
| 310 STOCK STREET SUITE 1 | HANOVER | PA | 17331 | 030594526 | PHARMACY | PA | NA | C Corporation | false | |||||||
| UNITED CENTRAL PA RECIPROCAL RISK RETEN | ||||||||||||||||
| 76 SAINT PAUL STREET SUITE 500 | BURLINGTON | VT | 05401 | 134224033 | INSURANCE | VT | NA | C Corporation | false | |||||||
| PINNACLE HEALTH VENTURES INC | ||||||||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 611677624 | HOLDING CO | PA | NA | C Corporation | false | |||||||
| PINNACLE HEALTH IMAGING INC | ||||||||||||||||
| 409 SOUTH SECOND STREET | HARRISBURG | PA | 17104 | 231718571 | IMAGING SVC | PA | NA | C Corporation | false | |||||||
| COLE CARE INC | ||||||||||||||||
| 1001 EAST 2ND STREET | COUDERSPORT | PA | 16915 | 251497347 | DME | PA | NA | C Corporation | false | |||||||
| UPMC ITALY HEALTH SERVICES SRL | ||||||||||||||||
| HEALTH SVC | NA | C Corporation | false | IT | ||||||||||||
| UPMC PROPERTY LTD | ||||||||||||||||
| PROPERTY | NA | C Corporation | false | EI | ||||||||||||
| EURO CARE INFRASTRUCTURE LTD | ||||||||||||||||
| PROPERTY MGMT | NA | C Corporation | false | EI | ||||||||||||
| EURO CARE PROPERTY MANAGEMENT LTD | ||||||||||||||||
| PROPERTY MGMT | NA | C Corporation | false | EI | ||||||||||||
| UPMC WHITFIELD HOSPITAL LTD | ||||||||||||||||
| HOSPITAL | NA | C Corporation | false | EI | ||||||||||||
| UPMC GLOBAL OPERATIONS CENTER LTD | ||||||||||||||||
| CANCER TREATM | NA | C Corporation | false | EI | ||||||||||||
| PANTHER REINSURANCE COMPANY LTD | ||||||||||||||||
| 981402742 | INSURANCE | NA | C Corporation | false | CJ | |||||||||||
| FORBES REINSURANCE COMPANY LTD | ||||||||||||||||
| 981400710 | INSURANCE | NA | C Corporation | false | CJ | PO BOX 1109 | GRAND CAYMAN | CAYMAN ISLANDS | CJ | |||||||
| CATHEDRAL (RE) INSURANCE CO | ||||||||||||||||
| 981400837 | INSURANCE | NA | C Corporation | false | CJ | PO BOX 1109 | GRAND CAYMAN | CAYMAN ISLANDS | CJ | |||||||
| UPMC IRELAND LIMITED | ||||||||||||||||
| HEALTHCARE SU | NA | C Corporation | false | EI | ||||||||||||
| BLUESPHERE BIO | ||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 824979766 | IMMUNOTHERAPY | DE | NA | C Corporation | false | |||||||
| INFECTIOUS DISEASE CONNECT INC | ||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 833311071 | TELEMEDICINE | DE | NA | C Corporation | false | |||||||
| NOVASENTA INC | ||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 825443222 | IMMUNOTHERAPY | DE | NA | C Corporation | false | |||||||
| UPMC HILLMAN CANCER CENTER PINNACLE | ||||||||||||||||
| 101 ERFORD ROAD | CAMP HILL | PA | 17701 | 833640945 | CANCER TREATM | PA | NA | C Corporation | false | |||||||
| SHANGHAI UPMC CO LTD | ||||||||||||||||
| HEALTHCARE MG | NA | C Corporation | false | CH | ||||||||||||
| SALVATOR MUNDI INTERNATIONAL HOSPITAL | ||||||||||||||||
| HOSPITAL | NA | C Corporation | false | IT | ||||||||||||
| SOMERSET MANAGEMENT SERVICES INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251512960 | MOB OWNERSHIP | PA | NA | C Corporation | false | |||||||
| GENERIAN PHARMACEUTICALS INC | ||||||||||||||||
| 2425 SIDNEY STREET | PITTSBURGH | PA | 15203 | 821101143 | PHARMACY | DE | NA | C Corporation | false | |||||||
| WORK PARTNERS NATIONAL INC | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 843141950 | INSURANCE | PA | NA | C Corporation | false | |||||||
| ASTRATA INC | ||||||||||||||||
| 6425 PENN AVENUE STE 2001 | PITTSBURGH | PA | 15206 | 844804493 | SOFTWARE | DE | NA | C Corporation | false | |||||||
| VEGAVECT | ||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 844280784 | GENE THERAPY | DE | NA | C Corporation | false | |||||||
| NOVIMAB | ||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 841494905 | CLINICAL RESEARCH | DE | NA | C Corporation | false | |||||||
| REALYZE INTELLEGENCE INC | ||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 850873923 | SOFTWARE | DE | NA | C Corporation | false | |||||||
| HAYSTACK CONSOLIDATED SERVICES INC | ||||||||||||||||
| 12500 WILLOWBROOK ROAD | CUMBERLAND | MD | 21502 | 521335895 | INACTIVE | PA | NA | C Corporation | false | |||||||
| WESTERN MARYLAND INSURANCE COMPANY LTD | ||||||||||||||||
| INSURANCE | NA | C Corporation | false | CJ | PO BOX 10233 | CAYMAN ISLANDS | CJ | GRAND CAYMAN CAYMAN ISLANDS | ||||||||
| WILLOWBROOK HEALTHCARE CONDO | ||||||||||||||||
| 12401 WILLOWBROOK ROAD | CUMBERLAND | MD | 21502 | 371538510 | REAL ESTATE | DE | NA | C Corporation | false | |||||||
| RXANTE PHARMACY SERVICES INC | ||||||||||||||||
| 511 CONGRESS STREET 803 | PORTLAND | ME | 04101 | 833402761 | PHARMACY | DE | NA | C Corporation | false | |||||||
| CLANE HOSPITAL DEVELOPMENT ASSOCIATES L | ||||||||||||||||
| MANAGEMENT | NA | C Corporation | false | EI | ||||||||||||
| UPMC KILDARE HOSPITAL LTD | ||||||||||||||||
| HOSPITAL | NA | C Corporation | false | EI | ||||||||||||
| UPMC AUT EVEN HOSPITAL LTD | ||||||||||||||||
| HOSPITAL | NA | C Corporation | false | EI | ||||||||||||
| UPMC EXCESS PL TRUST | ||||||||||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 826254351 | TRUST | PA | NA | C Corporation | false | |||||||
| AVISTA THERAPEUTICS INC | ||||||||||||||||
| GENE THERAPY | NA | C Corporation | false | EI | ||||||||||||
| UPMC CANCER CENTER ZABOK LTD | ||||||||||||||||
| 6425 PENN AVENUE STE 200 | PITTSBURGH | PA | 15206 | 853454001 | CANCER CENTER | PA | UPMC IRELAND LT | C Corporation | false | |||||||
| SWIFT SPROAI HOLDINGS LTD | ||||||||||||||||
| HOLDING COMPANY | UPMC HOSPITALS | C Corporation | false | HR | ||||||||||||
| SPORTS SURGERY CLINIC LTD | ||||||||||||||||
| ORTHOPEDIC SERV. | SWIFT SPRAOI HO | C Corporation | false | EI | ||||||||||||
| MACRADI LTD | ||||||||||||||||
| INACTIVE | SWIFT SPRAOI HO | C Corporation | false | EI | ||||||||||||
| MACRADI DEVELOPMENT LTD | ||||||||||||||||
| INACTIVE | SPORTS SURGERY | C Corporation | false | EI | ||||||||||||
| UPMC HOSPITALS LTD | ||||||||||||||||
| HOLDING CO | NA | C Corporation | false | EI | ||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule R, Part I | ENTITIES REPORTED IN PARTS I THROUGH IV THAT ARE MARKED WITH AN * ARE NOT TECHNICALLY "RELATED ORGANIZATIONS", AS DEFINED IN THE FORM 990 INSTRUCTIONS AS THE REQUISITE "CONTROL" DID NOT EXIST DURING THE FISCAL YEAR ENDED JUNE 30, 2023. HOWEVER, BECAUSE THESE ENTITIES ARE AFFILIATED WITH UPMC AND THE UPMC PARENT ORGANIZATION HOLDS CERTAIN POWERS WITH RESPECT TO SUCH ENTITIES WE ARE ELECTING TO DISCLOSE THE ENTITIES AS RELATED ORGANIZATIONS IN SCHEDULE R IN THE INTEREST OF TRANSPARENCY. |
| Schedule R, Part II | THERE ARE ORGANIZATIONS INCLUDED IN THE UPMC GROUP FORM 990 TAX RETURN FOR FY 2023 WHICH ARE RELATED TO UPMC LITITZ. THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R. |