2023-05-15T18:19:14-05:00 2022-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-07-01 820880337 UPMC CARLISLE UPMC 7172318245 PO BOX 8700 HARRISBURG PA 171058700 GREG MITSTIFER CHIEF FINANCIAL OFFICER 7172318245 2023-05-15 1 GREG MITSTIFER 999009999 KERRI N BOGDA CPA P00760402 7177404863 2023-05-15 X 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LOUIS BAVERSO PO BOX 8700 HARRISBURG PA 171058700 165906574 0 X WWW.UPMC.COM/CAMPAIGNS/SOUTHCENTRAL-PA X 2017 PA UPMC CARLISLE IS A COMMUNITY HOSPITAL THAT PROVIDES COMPASSIONATE AND SAFE MEDICAL SERVICES OF THE HIGHEST QUALITY. 14 11 846 47 301825 0 9190911 1423373 145166979 162805815 8731 16832 48543 1625486 154415164 165871506 0 197772 0 0 48707763 56238814 0 0 0 88611494 99284507 137319257 155721093 17095907 10150413 103353183 99295072 18083507 103347193 85269676 -4052121 X UPMC CARLISLE'S MISSION IS TO SERVE THE COMMUNITY BY PROVIDING ACCESS TO OUTSTANDING PATIENT CARE AND TO SHAPE TOMORROW'S HEALTH CARE SYSTEM THROUGH CLINICAL AND TECHNOLOGICAL INNOVATION, RESEARCH AND EDUCATION. 0 0 140892311 197772 162503990 UPMC CARLISLE IS A 165-BED FACILITY IN THE HEART OF CUMBERLAND COUNTY IN CARLISLE, PA, OFFERING A WIDE RANGE OF SERVICES INCLUDING, BUT NOT LIMITED TO, CANCER CARE, EMERGENCY CARE, LABORATORY AND IMAGING SERVICES, A LEVEL I NURSERY, ORTHOPEDICS, REHABILITATION, SURGERY, AND A WOMEN'S CENTER. UPMC CARLISLE IS PROUD TO HAVE SERVED THE COMMUNITY SINCE 1913.SEE SCHEDULE O 140892311 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 846 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X GREG MITSTIFER CFO 7172318032 PO BOX 8700 HARRISBURG PA 171058700 PHILIP W GUARNESCHELLI PRESIDENT AND CEO 1.00 40.00 X X 0 1391435 63286 MARK GLESSNER BOARD VICE CHAIR 1.00 1.00 X X 0 0 0 LESLIE DAVIS DIRECTOR (R 11/21) 1.00 1.00 X 0 0 0 ROBERT MONTLER DIRECTOR 1.00 1.00 X 0 0 0 JOHN HICKEY DIRECTOR 1.00 1.00 X 0 0 0 DAVID MARTIN DIRECTOR 1.00 15.00 X 0 0 0 PAUL SPEARS MD DIRECTOR 1.00 2.00 X 0 0 0 JONATHAN VIPOND III ESQ DIRECTOR 1.00 1.00 X 0 0 0 RICHARD HAMILTON DIRECTOR 1.00 1.00 X 0 0 0 DOUG NEIDICH BOARD CHAIR 1.00 4.00 X X 0 0 0 EILEEN SIMMONS DIRECTOR 1.00 1.00 X 0 0 0 JOHN MANTIONE MD DIRECTOR 1.00 40.00 X 0 24077 1926 MARK SEVCO DIRECTOR 1.00 1.00 X 0 0 0 YVONNE HOLLINS DIRECTOR 1.00 1.00 X 0 0 0 KENNETH OKEN MD DIRECTOR 1.00 40.00 X 0 521984 29596 ALISON BERNHARDT TREASURER & CFO 1.00 40.00 X 0 510631 34755 CHRISTINE MILLER ESQ SECRETARY/ASSOC. COUNSEL 1.00 40.00 X 0 268004 64622 AMANDA MORGAN ASSISTANT TREASURER 1.00 40.00 X 0 209476 36906 CHRISTINE BIENAIME ASSISTANT SECRETARY (UNTIL 4/22) 1.00 40.00 X 0 94857 6013 JOYE GINGRICH CNO VP 40.00 1.00 X 193148 0 49888 SOMMAR DAMITER SUPERVISOR CHIEF PHARMACIST 40.00 1.00 X 166986 0 13517 JARROD JOHNSON PRESIDENT, PINNACLE REGION 40.00 1.00 X 314416 0 5769 SARAH LAWRENCE HAMMAKER SR. PROFESS STAFF NURSE, BSN 40.00 1.00 X 180702 0 15523 ERICA MCDADE SR. PROFESS STAFF NURSE, BSN 40.00 1.00 X 155710 0 45165 CHRISTOPHER P MARKLEY ESQ FMR SEC'Y/SR VP/GENERAL COUNSEL 1.00 40.00 X 0 427104 45399 1010962 3447568 412365 116 1 1 0 BLUE MOUNTAIN ANESTHESIA ASSO PC 361 ALEXANDER SPRING RD CARLISLE PA 17013 ANESTHESIA SERVICES 1825000 ARAMARK 1101 MARKET ST PHILADELPHIA PA 19107 DIETARY AND EVS SERVICES 1292008 QUEST DIAGNOSTICS NICHOLS INSTITUTE INC 12436 COLLECTIONS CENTER DR CHICAGO IL 60693 LAB SERVICES 944474 NEOGENOMICS LABORATORIES INC 9490 NEOGENOMICS WAY FORT MYERS FL 33912 LAB SERVICES 441735 DAVITA 15271 LAGUNA CANYON RD IRVINE CA 92618 DIALYSIS SERVICES 343187 9 1423373 1423373 PATIENT REVENUE, NET 621500 162796517 162494692 301825 RADIOLOGY & LAB SERVICE REVENUE 621990 9298 9298 162805815 13012 13012 203337 30518 172819 172819 172819 8370 4550 3820 3820 3820 VENDOR REBATES 900099 591042 591042 CMMI 900099 488398 488398 QUALITY INCENTIVE INCOME 900099 263111 263111 110116 110116 1452667 165871506 162503990 301825 1642318 X 197772 197772 46172670 43485147 2687523 1072290 1009876 62414 5989061 5640462 348599 3004793 2829896 174897 8468105 8468105 24714706 24220412 494294 2465 2465 459736 403137 56599 872444 767751 104693 2980700 2324946 655754 54365 37512 16853 5447 5447 1971 1774 197 5919406 5209077 710329 DRUGS 22318355 22318355 MEDICAL SUPPLIES 19117366 19117366 BAD DEBT 4775713 4775713 PURCHASED SERVICES 3918634 3380586 538048 5675094 5170064 505030 155721093 140892311 14828782 0 175 1175 496570 32216 15139709 10390037 666411 1420907 1752078 1719515 114685088 28953866 85066564 85731222 231676 0 103353183 99295072 17590821 6858345 492686 96488848 18083507 103347193 X 85269676 -4052121 85269676 -4052121 103353183 99295072 X 10150413 -99472210 X X 0 1 X 1 1 1 X 5309002 5309002 78304452 9546361 68758091 1325602 485173 840429 29557742 18922332 10635410 188290 188290 85731222 OTHER LONG TERM LIABILITIES 942645 DUE TO AFFILIATES 95391076 CAPITAL LEASE 155127 96488848 X PART X, LINE 2: AN EXTERNAL AUDIT IS COMPLETED AT A CONSOLIDATED UPMC SYSTEM LEVEL ONLY, INCLUDING UPMC AND ALL TAXABLE AND TAX-EXEMPT SUBSIDIARIES. TAX BENEFITS ARE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. SUCH TAX POSITIONS ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAX AUTHORITIES ASSUMING FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. AS OF JUNE 30, 2022, UPMC DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS RECORDED. 1 1 X 1 X 250.000000000000 1 X 1 1 1 0 1 1 1265531 1265531 0.00810 18272262 10325431 7946831 0.05100 19537793 10325431 9212362 0.05910 83523 83523 0.00050 2153729 2153729 0.01380 197772 197772 0.00130 2435024 2435024 0.01560 21972817 10325431 11647386 0.07470 1 1172438 152417 59891319 76716398 -16825079 X 1 1 1 1 UPMC CARLISLE 361 ALEXANDER SPRING ROAD CARLISLE PA 17015 HTTPS://WWW.UPMC.COM/CAMPAIGNS/SOUTHCE 035801 X X X UPMC CARLISLE 1 0 0 1 X X X X X X X X X 21 1 1 0 1 X SEE PART V SUPPLEMENTAL INFORMATION X 1 21 1 SEE PART V SUPPLEMENTAL INFORMATION 0 1 X 250.000000000000 400.000000000000 X X X X 1 1 X X X X 1 X WWW.UPMC.COM X WWW.UPMC.COM X WWW.UPMC.COM X X X X X X 1 X 0 1 X 0 0 UPMC CARLISLE PART V, SECTION B, LINE 5: UPMC'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS INCLUDED A PARTNERSHIP WITH EXPERTS AT THE UNIVERSITY OF PITTSBURGH SCHOOL OF PUBLIC HEALTH TO CONDUCT THE CHNA USING A BEST-PRACTICE METHODOLOGY. THE ASSESSMENT BLENDED ANALYSIS OF DOCUMENTED HEALTH AND SOCIOECONOMIC FACTORS WITH A STRUCTURED, COMMUNITY INPUT SURVEY PROCESS. EFFECTIVELY ENGAGING THE COMMUNITY IN A BROAD, SYSTEMATIC WAY, THE SURVEY SOLICITED FEEDBACK FROM COMMUNITY ADVISORY PANELS COMPOSED OF LEADERS OF ORGANIZATIONS THAT REPRESENT PATIENT CONSTITUENCIES, INCLUDING MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY, AND CHRONICALLY ILL POPULATIONS WITHIN THE HOSPITAL'S COMMUNITY. UPMC INVITED NEARLY 3,000 STAKEHOLDERS TO HELP IDENTIFY THEIR COMMUNITY'S MOST PRESSING HEALTH NEEDS. APPENDIX C OF EACH HOSPITAL CHNA REPORT INCLUDES A LIST OF COMMUNITY PARTICIPANTS. UPMC CARLISLE PART V, SECTION B, LINE 6A: IN JUNE 2022, THE HOSPITAL FACILITY COMPLETED JOINT CHNAS AS FOLLOWS: CUMBERLAND, DAUPHIN, LANCASTER, AND YORK COUNTY HOSPITALS: UPMC CARLISLE, UPMC HANOVER, UPMC MEMORIAL, UPMC LITITZ, AND UPMC PINNACLE HOSPITALS: INCLUDING UPMC COMMUNITY OSTEOPATHIC, UPMC HARRISBURG, AND UPMC WEST SHORE. UPMC CARLISLE PART V, SECTION B, LINE 11: THROUGH A RIGOROUS CHNA METHODOLOGY, UPMC HOSPITALS IN CENTRAL PENNSYLVANIA IDENTIFIED THREE MAJOR THEMES REPRESENTING THE SIGNIFICANT HEALTH NEEDS IN THEIR COMMUNITIES: BEHAVIORAL HEALTH, ACCESS TO CARE AND NAVIGATING RESOURCES, AND PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING. THE HOSPITALS DEVELOPED STRATEGIC IMPLEMENTATION PLANS TO ADDRESS THESE ISSUES, AS OUTLINED IN THEIR CHNA DOCUMENTS AND COMMUNITY HEALTH STRATEGIC PLANS-SEE SECTION IV OF EACH CHNA REPORT.WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS ASSESSMENT.ASPX UPMC CARLISLE PART V, SECTION B, LINE 15E: IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO; HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN INFANTS AND CHILDREN PROGRAMS (WIC), FOOD STAMP ELIGIBILITY, OTHER STATE OR LOCAL ASSISTANCE PROGRAMS THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/ GUARANTOR. PART V, SECTION B, LINE 7A: HTTP://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH NEEDSASSESSMENT.ASPX PART V, SECTION B, LINE 10A: HTTP://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDSASSESSMENT.ASPX PART V, SECTION B, LINES 19 & 20: UPMC'S POLICIES DO NOT PERMIT HOSPITAL FACILITIES OR ANY OTHER AUTHORIZED PARTIES TO ENGAGE IN EXTRAORDINARY COLLECTIONS ACTIONS IN ANY CIRCUMSTANCES. THEREFORE, LINE 20 HAS BEEN LEFT BLANK SINCE IN IS NOT APPLICABLE AND UPMC BELIEVES IT WOULD BE MISLEADING TO CHECK ANY OF THE BOXES. PART I, LINE 6A: UPMC CARLISLE PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT; THE REPORT ENCOMPASSES INFORMATION FOR THE ENTIRE INTEGRATED DELIVERY AND FINANCING SYSTEMS (IDFS) THAT MAKES UP THE UPMC HEALTH SYSTEM. IT IS POSTED AND AVAILABLE TO THE PUBLIC VIA THE UPMC WEBSITE, WWW.UPMC.COM PART I, LINE 7: THE COSTING METHODOLOGY USED TO CALCULATE AMOUNTS REPORTED IN PART I LINE 7 IS A RATIO OF COST TO CHARGES METHOD. THE METHOD EMPLOYED FOR DETERMINING THE RATIO OF COST TO CHARGES IS IN LINE WITH THOSE DESCRIBED IN SCHEDULE H, WORKSHEET 2 "RATIO OF PATIENT COSTS TO CHARGES". PART I, LN 7 COL(F): THE TOTAL EXPENSES REPORTED ON FORM 990 PART IX LINE 25 COLUMN A INCLUDES BAD DEBT EXPENSE. THE EXPENSE USED TO CALCULATE THE PERCENT OF TOTAL EXPENSE FOR FORM 990 SCHEDULE H PART I LINE 7 COLUMN F ARE THE TOTAL EXPENSES FROM FORM 990 PART IX NET OF BAD DEBT EXPENSE.THE TOTAL EXPENSES USED FOR THIS CALCULATION NET OF BAD DEBT EXPENSE IS $150,945,380. PART III, LINE 2: COSTING METHODOLOGY USED TO DETERMINE THE AMTS REPORTED IN PT III LINE 2 & 3:THE COSTING METHOD USED TO CALCULATE THE AMOUNTS IN SCHEDULE H PART III LINES 2 AND 3 IS A RATIO OF COST TO CHARGES METHOD. DISCOUNTS AND PAYMENTS IN PATIENTS' ACCOUNTS ARE DEDUCTED BEFORE THE COST OF BAD DEBT EXPENSE IS DETERMINED. THE METHOD EMPLOYED IS IN LINE WITH THOSEDESCRIBED IN SCHEDULE H, WORKSHEET 2, "RATIO OF PATIENT COSTS TO CHARGES". PART III, LINE 3: RATIONALE FOR INCLUDING BAD DEBT AMOUNTS IN COMMUNITY BENEFITTHE 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. PART III, LINE 4: THE FINANCIAL STATEMENTS DO NOT HAVE A SPECIFIC NOTE ON BAD DEBT EXPENSE; RATHER THE FINANCIAL STATEMENTS EVALUATE BAD DEBTS IN ITS ALLOWANCE FOR DOUBTFUL ACCOUNTS. PART III, LINE 8: COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS OF CARETHE COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS OF CARE IS A RATIO OF COSTS TO CHARGES METHOD. THE METHOD IS IN LINE WITH THOSE DESCRIBED IN SCHEDULE H, WORKSHEET 2, "RATIO OF PATIENT COSTS TO CHARGES". IT IS UPMC CARLISLE'S CONTENTION THAT ALL AMOUNTS CALCULATED TO BE SHORTFALLS IN REIMBURSEMENT FOR SERVICES PROVIDED TO MEDICARE PATIENTSARE TRULY UNCOMPENSATED CARE THAT SHOULD BE STATED IN PART I LINE 7 OF TO PATIENTS FOR WHICH THE ENTITY IS UNABLE TO COLLECT, REGARDLESS OF THE EFFICIENCY OF PROVISION OF THE RELATED CARE COSTS. PART III, LINE 9B: PATIENTS ARE NOTIFIED OF OUR CHARITY CARE POLICY IN A VARIETY OF WAYS. THERE ARE POSTERS INFORMING PATIENTS OF OUR CHARITY CARE POLICY AND A PLAIN LANGUAGE VERSION OF THE POLICY IS HANDED OUT TO THE UNINSURED AT ALL THE REGISTRATION SITES. ALL 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 SERVICES FOR THE PREVIOUS TWELVE MONTHS AND SUBSEQUENT SIX MONTHS. THE HOSPITAL'S COLLECTION POLICY CONTAINS PROVISIONS ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE. NO ADDITIONAL COLLECTION EFFORTS ARE MADE. APPLICANTS APPROVED FOR ONLY PARTIAL DISCOUNT WILL BE REQUIRED TO MAKE REASONABLE PAYMENT ARRANGEMENTS ON THEIR BALANCE IN ACCORDANCE WITH THE HOSPITAL'S CREDIT AND COLLECTION POLICY. THIS POLICY DOES PERMIT THE USE OF BOTH INTERNAL COLLECTION STAFF AND EXTERNAL COLLECTION AGENCIES WHO WILL ENGAGE IN STANDARD ACCEPTABLE BUSINESS PRACTICES WHICH INCLUDE PHONE CALLS, MAILING AND THE REPORTING OF UNPAID DEBT TO THE CREDIT REPORTING AGENCIES; BUT UNDER NO CIRCUMSTANCES WILL THE HOSPITALS OR ITS CONTRACTED COLLECTION AGENCY ADOPT "EXTRAORDINARY COLLECTION ACTIONS" THAT ENTAIL ANY LEGAL COURSE OF ACTION OR JUDICIAL PROCESSES SUCH AS LAWSUITS OR LIENS. PART VI, LINE 3: PATIENTS ARE INFORMED OF AVAILABLE ASSISTANCE IN NUMEROUS WAYS. SIGNAGE IS POSTED AND LITERATURE IS HANDED OUT TO THE UNINSURED AT ALL THE REGISTRATION SITES INDICATING TO THE PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE. ALL UNINSURED PATIENTS WHO ARE SCHEDULED FOR HIGH DOLLAR TESTS AND SURGERIES ARE CONTACTED BY ONE OF THE HOSPITAL'S FINANCIAL COUNSELORS TO DISCUSS THE FINANCIAL ASSISTANCE OPTIONS AVAILABLE TO THEM. THE FINANCIAL ASSISTANCE POLICY IS ALSO DISCLOSED ON THE HOSPITAL WEBSITE, ALONG WITH THE APPLICATION, IN BOTH ENGLISH AND SPANISH. IN ADDITION, ALL INPATIENTS WHO ARE RESIDENTS OF PENNSYLVANIA ARE PROVIDED PERSONAL ASSISTANCE IN THE COMPLETION OF THE MEDICAL ASSISTANCE APPLICATION. AS PART OF THE DISCHARGE PROCESS IN THE EMERGENCY DEPARTMENT, ALL UNINSURED PATIENTS ARE SCREENED FOR CHARITY CARE ELIGIBILITY UNDER THE HOSPITAL POLICY, AND, IF APPROPRIATE, PROVIDED ASSISTANCE IN APPLYING FOR MEDICAID OR OBTAINING INSURANCE THROUGH HEALTHCARE.GOV. LASTLY, INFORMATION ABOUT FINANCIAL ASSISTANCE IS INCLUDED ON THE PATIENT BILLING STATEMENTS. PROGRAMS DISCUSSED INCLUDE THE PENNSYLVANIA STATE MEDICAID PROGRAM (MEDICAL ASSISTANCE), HOSPITAL CHARITY CARE PROGRAM, AND FUNDS AVAILABLE THROUGH HOSPITAL ENDOWMENT FUNDS.IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO; HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN, INFANTS, AND CHILDREN PROGRAMS (WIC), FOOD STAMP ELIGIBILITY AND OTHER STATE OR LOCAL ASSISTANCE THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS A VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR THE STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/GUARANTOR. PART VI, LINE 6: UPMC CARLISLE IS PART OF UPMC PINNACLE, A FULLY INTEGRATED, AFFILIATED HEALTH CARE SYSTEM. THE SYSTEM IS COMPRISED OF ELEVEN WHOLLY OWNED EXEMPT ENTITIES AS WELL AS A VARIETY OF AFFILIATED JOINT VENTURES. THE ORGANIZATION'S MISSION IS TO MAINTAIN AND IMPROVE THE HEALTH AND QUALITY OF LIFE FOR EVERYONE IN CENTRAL PENNSYLVANIA. UPMC PINNACLE IS ENGAGED IN AND CONDUCTS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES THROUGH THE SUPPORT AND BENEFIT OF UPMC PINNACLE FOUNDATION, AND PROVIDES MANAGEMENT AND CONSULTATIVE SERVICES TO AFFILIATED ENTITIES. UPMC PINNACLE MEDICAL SERVICES AND REGIONAL PHYSICIANS ARE PRIMARILY ENGAGED IN THE PROVISION OF PHYSICIAN SERVICES TO SUPPORT AND ENHANCE THE SERVICES WITHIN UPMC PINNACLE. THE UPMC PINNACLE CARDIOVASCULAR INSTITUTE IS ENGAGED IN PROVIDING COMPREHENSIVE CARDIAC CARE, INCLUDING TECHNOLOGICAL ADVANCES IN ORDER TO PROVIDE THE BEST CLINICAL OUTCOMES TO THE COMMUNITY. COMMUNITY LIFE TEAM IS ENGAGED IN PROVIDING COMMUNITY BASED, EFFICIENT AND COST EFFECTIVE MEDICAL TRANSPORT SERVICES, PRE-HOSPITAL EMERGENCY MEDICAL SERVICES FOR THE RESIDENTS AND COMMUNITIES OF THE CENTRAL PENNSYLVANIA YORK REGIONS.PINNACLE HEALTH VENTURES, INC. WAS FORMED IN 2012 TO CONSOLIDATE VARIOUS ENTITIES THAT FUNCTION IN SUPPORT OF THE UPMC PINNACLE NETWORK. CURRENTLY INCLUDED IN VENTURES ARE PINNACLE HEALTH IMAGING, MEDCARE SUSQUEHANNA VALLEY, PINNACLE HEALTH ALLBETTERCARE, AND MEDICAL ARTS BUILDING. UNITED CENTRAL PENNSYLVANIA RECIPROCAL RISK RETENTION GROUP IS A WHOLLY OWNED, FOR PROFIT, VERMONT CAPTIVE INSURANCE COMPANY OPERATING FOR THE BENEFIT OF UPMC PINNACLE.ADDITIONAL HOSPITALS PROVIDING SERVICES AND SUPPORT IN THE UPMC PINNACLE NETWORK INCLUDE UPMC PINNACLE HOSPITALS, UPMC MEMORIAL, UPMC LITITZ, AND UPMC HANOVER.UPMC PINNACLE AND ITS AFFILIATES ARE ACTIVELY INVOLVED IN THE CENTRAL PENNSYLVANIA REGION THROUGH VARIOUS CHARITY AND COMMUNITY BENEFIT ACTIVITIES. PART VI, LINE 7, REPORTS FILED WITH STATES PA PART VI, LINE 2, 4, AND 5: UPMC SUPPORTS NUMEROUS COMMUNITY-BUILDING ACTIVITIES THROUGH ALL OF ITS SYSTEM ENTITIES, NOT JUST UPMC CARLISLE. AS THE LARGEST NONGOVERNMENTAL EMPLOYER IN PENNSYLVANIA, UPMC'S SYSTEM-WIDE OPERATIONS GENERATED A TOTAL ANNUAL ECONOMIC IMPACT OF $49 BILLION. UPMC ALSO SUPPORTS MUNICIPALITIES, COUNTIES, AND THE COMMONWEALTH THROUGH APPROXIMATELY $467 MILLION IN TAXES.OVER THE PAST DECADE, UPMC HAS PROVIDED A WIDE VARIETY OF BENEFITS TO THE COMMUNITIES IT SERVES. WORKING IN WAYS BOTH LARGE AND SMALL, UPMC HAS IMPLEMENTED INITIATIVES THAT CONTINUE TO ENHANCE THE HEALTH OF COMMUNITIES THROUGHOUT PENNSYLVANIA AND BEYOND.AS AN INTEGRATED DELIVERY AND FINANCING SYSTEM (IDFS), UPMC CONTINUES TO APPLY THE EXPERTISE THAT EXISTS WITHIN ITS ORGANIZATION TO IMPROVE THE DELIVERY OF HEALTH CARE. UPMC LEVERAGES ITS IDFS STRUCTURE - WHICH EMBRACES ITS HOSPITALS, ITS INSURANCE INFRASTRUCTURE, AND ITS COMMUNITY PROVIDERS - TO ALIGN INCENTIVES AND IMPROVE MEDICAL PRACTICE THROUGHOUT THE REGION. THE RESULT IS AN EXCEPTIONAL SYNERGY BETWEEN INSURANCE, HEALTH CARE PROVIDERS, PATIENTS, AND LOCAL COMMUNITIES.MANY OF UPMC'S COMMUNITY BENEFIT ACTIVITIES ARE DIFFICULT TO QUANTIFY OR REPORT WITHIN THE VARIOUS COMMUNITY BENEFIT CATEGORIES OF SCHEDULE H, AS THEY OCCUR SYSTEM-WIDE THROUGH UPMC AND ARE NOT CAPTURED AT THE INDIVIDUAL HOSPITAL ENTITY LEVEL. NONETHELESS, THEY ARE IMPORTANT COMPONENTS IN UPMC'S COMMITMENT TO THE COMMUNITY. SOME OF THESE INITIATIVES INCLUDE:ECONOMIC DEVELOPMENT - UPMC STIMULATES THE ECONOMY THROUGH DIRECT HIRING AND BY BRINGING OUTSIDE DOLLARS INTO THE REGION; THE ORGANIZATION'S CAPITAL SPENDING CREATES CONSTRUCTION JOBS DOWNSTREAM. IN ADDITION, UPMC HAS A NUMBER OF PROGRAMS AND INITIATIVES DESIGNED TO FOSTER A PRODUCTIVE AND EQUITABLE ECONOMY. A KEY COMPONENT IN THE ORGANIZATION'S ECONOMIC DEVELOPMENT STRATEGY IS SUPPLIER DIVERSITY, WHICH IS AN INTEGRAL PART OF UPMC'S OVERALL SUPPLY CHAIN MANAGEMENT STRATEGY. DESIGNED TO ENSURE THAT CERTIFIED MINORITY, WOMEN-OWNED, OR DISADVANTAGED BUSINESS ENTERPRISES ARE PROVIDED WITH MAXIMUM OPPORTUNITIES TO PARTICIPATE AS PARTNERS AND SUPPLIERS OF GOODS AND SERVICES, UPMC'S SUPPLIER DIVERSITY PROGRAM FOSTERS DEVELOPMENT OF THESE FIRMS TO ENHANCE THEIR COMPETITIVENESS AND SUSTAINABILITY. UPMC'S SYSTEM-WIDE SPEND ON SUPPORTING MINORITY AND WOMEN-OWNED BUSINESSES WAS $318 MILLION IN 2022.ENVIRONMENTAL IMPROVEMENTS - UPMC PURSUES A POLICY OF ENVIRONMENTAL RESPONSIBILITY THAT REDUCES ITS ENVIRONMENTAL FOOTPRINT, WHILE SUPPORTING THE GROWTH AND DEVELOPMENT OF THE ORGANIZATION AND ITS SURROUNDING COMMUNITIES. THE PANDEMIC CHALLENGED, BUT DID NOT STOP, UPMC'S COMMITMENT TO INTEGRATING AND PROMOTING ENVIRONMENTAL SUSTAINABILITY IN 2022. MANY OF UPMC'S FACILITIES INCLUDE HEALING GARDENS FOR PATIENTS, FAMILIES, AND EMPLOYEES; THESE SPACES HELP TO ENHANCE THE PATIENT EXPERIENCE. AT SEVERAL UPMC HOSPITALS, HEALING GARDENS ARE TRANSFORMING TO INCORPORATE PRACTICAL PRODUCTIVITY BY GROWING VEGETABLES AND HERBS ONSITE AND USING THEM IN FOOD PREPARATION. UPMC ALSO PROVIDED EDUCATION ON HEALTHY FOODS AND NUTRITION TO FAMILIES, WITH A FOCUS ON LOW-INCOME AND MINORITY COMMUNITIES USING VEGETABLES AND HERBS GROWN IN ON-CAMPUS GARDENS. TO EARN HIGHER LEVELS OF SUSTAINABLE RESTAURANT PERFORMANCE CERTIFICATION, UPMC CAFETERIAS CONTINUED PROCESS IMPROVEMENT INITIATIVES THAT FOCUSED ON FOOD WASTE REDUCTION, LOCALIZED PURCHASING, COMPOSTING, RECYCLING, AND ENERGY AND WATER CONSERVATION.LEADERSHIP AND WORKFORCE DEVELOPMENT - IN FISCAL YEAR 2022, UPMC SUPPORTED NUMEROUS PROJECTS TO DEVELOP THE REGIONAL WORKFORCE AND ASSIST INDIVIDUALS IN OBTAINING AND RETAINING QUALITY EMPLOYMENT. UPMC HAS UNDERTAKEN SEVERAL PROGRAMS TO HELP TRAIN INDIVIDUALS FROM POPULATIONS WITH SIGNIFICANT BARRIERS TO EMPLOYMENT TO GAIN AND KEEP JOBS IN THE HEALTH CARE SECTOR.UPMC IMPLEMENTED A MULTI-YEAR MILITARY AND VETERAN RECRUITMENT, RETENTION, ENGAGEMENT, AND COMMUNITY PARTNERSHIP STRATEGY THAT WILL ENABLE RECRUITERS TO CONNECT WITH VETERANS WHO ARE SEEKING NEW OPPORTUNITIES AND SUPPORT THEM IN THE HIRING PROCESS. UPMC IS COMMITED TO ENSURING THE VETERAN POPULATION FINDS MEANINGFUL EMPLOYMENT. DURING THE LAST YEAR, UPMC PARTICIPATED IN EMPLOYER SUMMITS, HOSTED VETERAN TRANSITION SEMINARS FOR THE DEPARTMENT OF LABOR, HOSTED THREE VETERAN SPECIFIC CAREER FAIRS, PARTNERED WITH THE U.S. ARMY FOR PLACEMENT INITIATIVES, AND BECAME A DEPARTMENT OF DEFENSE SKILLBRIDGE PROVIDER.IN FISCAL YEAR 2022, UPMC CARLISLE CONDUCTED ITS SECOND COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) BUILDING ON THE PREVIOUS CHNA CONDUCTED IN FISCAL YEAR 2018, THE 2022 CHNA PROVIDED AN OPPORTUNITY FOR UPMC CARLISLE TO RE-ENGAGE WITH COMMUNITY STAKEHOLDERS IN A RIGOROUS STRUCTURED PROCESS GUIDED BY PUBLIC HEALTH EXPERTS AN ONGOING OBJECTIVE OF THE CHNA EFFORTS IS TO HELP ALIGN COMMUNITY BENEFIT PROGRAMS AND RESOURCES WITH COMMUNITY HEALTH NEEDS. UPMC CARLISLE IS A 165 BED FACILITY IN THE HEART OF CUMBERLAND COUNTY IN CARLISLE, PA.UPMC HOSPITALS IN CENTRAL PA. JOINED THE UPMC SYSTEM-WIDE PROCESS FOR THE FIRST TIME IN 2022. UPMC ACTIVELY ENGAGED ITS HOSPITALS, BOARDS, COMMUNITY STAKEHOLDERS, AND PUBLIC HEALTH EXPERTS TO IDENTITY COMMUNITY HEALTH NEEDS AND DETERMINE HOW TO COLLABORATE MOST EFFECTIVELY TO ADDRESS THOSE NEEDS. THE ORGANIZATION SOLICITED AND TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY. IN MAY THROUGH JUNE 2021, UNIVERSITY OF PITTSBURGH GRADUATE SCHOOL OF PUBLIC HEALTH (PITT PUBLIC HEALTH) SURVEYED COMMUNITY LEADERS AND STAKEHOLDERS SPECIFIC TO EACH HOSPITAL'S LOCAL COMMUNITY, AS WELL AS SYSTEM-WIDE PANEL OF REGIONAL STAKEHOLDERS. IN PARTNERSHIP WITH PITT PUBLIC HEALTH, UPMC REFINED THE COMMUNITY SURVEY TO INCORPORATE EMERGING AREAS OF EXPLORATION WITHIN THE PUBLIC HEALTH FIELD (E.G., SHORT-AND LONG-TERM EFFECTS OF COVID-19 AND HEALTH DISPARITIES). THE SURVEY WAS EXTENDED TO 2,868 COMMUNITY PARTICIPANTS FROM 28 HOSPITAL COMMUNITIES. MORE THAN 1,100 INDIVIDUALS PARTICIPATED IN THE SURVEY. PARTICIPANTS INCLUDED: LEADERS OR MEMBERS OF MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY POPULATIONS, AND POPULATIONS WITH CHRONIC DISEASE; REPRESENTATIVES FROM PUBLIC HEALTH DEPARTMENT GOVERNMENTAL AGENCIES SERVING COMMUNITY HEALTH' MEDICAL STAFF LEADERS WHO HAVE 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 INDIVIDUAL WHO COMPLETED THE SURVEY SELF-IDENTIFIED AS BEING A REPRESENTATIVE OR MEMBER OF A MEDICALLY UNDERSERVED, MINORITY OR LOW-INCOME POPULATIONS.UPMC USED THE COMMUNITY INPUT TO DEVELOP STRATEGIC PLANS FOR EACH OF ITS LICENSED HOSPITALS TO ADDRESS SIGNIFICANT COMMUNITY HEALTH NEEDS. IMPORTANTLY, THESE PLANS ADDRESS LOCAL COMMUNITY NEEDS NOT ONLY AT THE HOSPITAL LEVEL, BUT ALSO INCLUDE EFFORTS UNDERTAKEN IN PARTNERSHIP WITH OTHER UPMC HOSPITALS, EXTERNAL ORGANIZATIONS, AND THE LARGER UPMC SYSTEM. KEY THEMES THAT EMERGED AT UPMC HOSPITALS CAN BE GROUPED INTO THREE BROAD CATEGORIES- BEHAVIORAL HEALTH, ACCESS TO CARE AND NAVIGATING RESOURCES, AND PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING. THE 2022-2025 IMPLEMENTATION PLANS INCLUDE HEALTH EQUITY PROMOTING PROGRAMS AND INITIATIVES, WHICH HELP ADDRESS SOCIOECONOMIC AND OTHER FACTORS THAT MAY CONTRIBUTE TO HEALTH DISPARITIES. THE 2022 CHNA REPORTS AND 2022-2025 STRATEGIC PLANS FOR EACH UPMC HOSPITAL CAN BE FOUND ON UPMC'S WEBSITE: HTTPS:/WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/COMMUNITY-HEALTH-NEEDSASSESSESSMENT.UPMC MADE MEASURABLE PROGRESS ON IMPROVING COMMUNITY HEALTH IN THE PERIOD FROM FISCAL YEARS 2018 THROUGH 2022. PROGRAMS AND INITIATIVES FOCUSED ON THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE 2018 CHNA, WHICH INCLUDED ACCESS TO CARE, HEALTH INSURANCE COVERAGE, ACCESS TO SPECIALTY PROVIDER-BASED SERVICES, ACCESS TO DENTAL PROVIDER-BASED SERVICES, PATIENT ACCESS TO HEALTH CARE RESOURCES IN THEIR LANGUAGE, SMOKING CESSATION AND PREVENTION PROGRAMS, CARE COORDINATION; BEHAVIORAL HEALTH ACCESS (MENTAL HEALTH AND SUBSTANCE ABUSE) AND HEALTH-RELATED SOCIAL NEEDS. 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. PART VI, LINE 2, 4, AND 5 CONT'D: THE BOARD OF DIRECTORS AT EACH UPMC HOSPITAL REGULARLY MONITORS THE PROGRESS OF THE COMMUNITY HEALTH IMPROVEMENT PLANS. DURING FISCAL YEAR, 2018 THROUGH 2022 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 TO ALSO TARGETING PEOPLE WHO COULD BENEFIT MOST. UPMC ALSO DEVELOPED NEW PROGRAMS AND INITIATIVE, WHICH REQUIRED CREATING OPERATING INFRASTRUCTURE, AND ESTABLISHING GOALS AND ASSESSMENT TOOLS. PARTNERSHIPS WITH OTHER COMMUNITY ORGANIZATIONS WERE DEVELOPED AND ENHANCED TO BETTER COORDINATE RESOURCES. EXAMPLE OF UPMC HOSPITALS PROGRESS DURING FISCAL YEAR 2018 THROUGH 2022 INCLUDE:ADDRESSING SOCIAL DETERMINANTS OF HEALTH THROUGH SUPPORT PROGRAMS TARGETING TRADITIONALLY UNDERSERVED POPULATIONS, UPMC CONTINUES TO ADDRESS SOCIAL DETERMINANTS OF HEALTH (SDOH), WHICH ARE CONDITIONS IN THE PLACES WHERE PEOPLE LIVE, LEARN, WORK AND PLAY THAT AFFECT A WIDE RANGE OF HEALTH RISKS AND OUTCOMES.PROVIDING HELP WITH INSURANCE ENROLLMENT TO CONNECT PATIENTS WITH CARE AND EXPANDING ENROLLMENT SUPPORT SERVICES. IN JULY 2019, ENROLLMENT SPECIALISTS BEGAN EXPANDING SERVICES IN THE CARLISLE AREA AND FOUND THERE WAS A POPULATION THAT HAS DIFFICULTY OBTAINING AND MAINTAINING INSURANCE. THIS IS PARTLY BECAUSE THERE IS A HIGH VOLUME OF WAREHOUSE EMPLOYERS THAT DO NOT OFFER CONSISTENT EMPLOYMENT. THE HOSPITAL CONNECTED WITH PROJECT SHARE AND THE SALVATION ARMY TO OFFER IN-PERSON ASSISTANCE TO THEIR CLIENTS. DUE TO THE COVID-19 PANDEMIC, IN-PERSON SERVICES WERE SUSPENDED; HOWEVER, THE HOSPITAL CONTINUES TO PROVIDE CONTACT INFORMATION FOR ENROLLMENT SPECIALIST. FROM JULY 2019 TO JUNE 2022, 193 INDIVIDUALS WERE ENROLLED IN HEALTH CARE INSURANCE IN THE UPMC CARLISLE AREA.BETWEEN JULY 2019 AND JUNE 2022, UPMC CARLISLE'S EMERGENCY DEPARTMENT (ED) HAD A TOTAL OF 391 HOMELESS PATIENT VISITS. WHEN POSSIBLE, HOSPITAL STAFF HELPS TO IDENTIFY UNINSURED HOMELESS PATIENTS UTILIZING THE ED AND CONNECTS THEM WITH SUPPORT SERVICES AND ENROLLMENT SPECIALISTS THAT CAN HELP PROVIDE THEM WITH MUCH NEEDED MEDICAL CARE AND ASSIST THEM WITH OBTAINING AND APPROPRIATELY USING THEIR BENEFITS.LEVERAGING TELEHEALTH TO INCREASE ACCESS TO SPECIALTY CARE TELEHEALTH SERVICES HAVE PROVEN TO BE EFFECTIVE IN IMPROVING ACCESS TO SPECIALTY CARE FOR PATIENTS AND FAMILIES RESIDING IN RURAL AND UNDERSERVED AREAS. IN PARTNERSHIP WITH UPMC HOSPITALS, UPMC CARLISLE OFFERS TELEHEALTH APPOINTMENTS FOR THE FOLLOWING SPECIALTIES: CARDIOTHORACIC SURGERY, CARDIOVASCULAR DISEASE, ENDOCRINOLOGY, FAMILY MEDICINE, INTERNAL MEDICINE, OBSTETRICS AND GYNECOLOGY, PAIN MANAGEMENT, PEDIATRICS, PULMONOLOGY, AND RHEUMATOLOGY FROM JULY 2021 THROUGH JUNE 2022, 83,856 TELEMEDICINE APPOINTMENTS WERE CONDUCTED ACROSS UPMC CENTRAL PA HOSPITALS.PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING- UPMC CARLISLE CONTINUES TO IMPROVE TRANSPORTATION FOR PATIENTS WHO HAVE DIFFICULTY WITH PRIVATE TRANSPORTATION BY CONNECTING THEM TO PROGRAMS AND SERVICES AVAILABLE IN THE FOUR-COUNTY REGION. ADDRESSING TRANSPORTATION BARRIERS REDUCES MISSED APPOINTMENTS DUE TO UNRELIABLE OR NO TRANSPORTATION, WHICH NEGATIVELY AFFECTS PREVENTIVE CARE AND INCREASES EMERGENCY DEPARTMENT VISITS. UPMC CARLISLE HAS ESTABLISHED A PARTNERSHIP WITH RABBITTRANSIT TO PROVIDE TRANSPORTATION TO HEALTH CARE APPOINTMENTS AS WELL AS OUTREACHES TO THE DEMOGRAPHICS OF HIGHLY MISSED APPOINTMENT FROM JULY 1, 2019- JUNE 30, 2022, 534 TRANSPORTATION VOUCHERS HAVE BEEN PROVIDED. UPMC CARLISLE ALSO WORKS WITH CUMBERLAND VALLEY TRANSIT TO ASSIST PATIENTS WHO DO NOT HAVE ANY OTHER TRANSPORTATION OPTIONS AND DO NOT HAVE THE FINANCIAL MEANS TO AFFORD TRANSPORTATION. THESE PATIENTS ARE GRANTED APPROVAL FOR ONE-TIME EMERGENCY ASSISTANCE IN THE FORM OF A VOUCHER TO COVER THE COST OF TRANSPORTATION.LANGUAGE ACCESS: UPMC CARLISLE HAS MADE GREAT STRIDES IN ADOPTING CULTURALLY AND LINGUISTICALLY APPROPRIATE HEALTH CARE PRACTICES AND CONTINUES TO ENHANCE SENSITIVITY AND RESPONSIVENESS TO THE CLINICAL AND CULTURAL INTERESTS, NEEDS AND EXPECTATIONS OF PATIENTS, FAMILIES, AND ITS WORKFORCE. FROM JULY 2019 TO JUNE 2022, THERE WERE 38,799 LANGUAGE USAGE MINUTES; TOP LANGUAGES REQUESTED SPANISH, NEPALI, ARABIC, BOSNIAN, MANDARIN, VIETNAMESE AND AMERICAN SIGN LANGUAGE. AMERICAN SIGN LANGUAGE ASSISTANCE WAS PROVIDED TO 871 PATIENTS TOTALING 48,720 MINUTES IN FY 2022. UPMC CARLISLE HAS SIX BILINGUAL STAFF WITH BRIDGING THE GAP MEDICAL INTERPRETER CERTIFICATES IN SPANISH, CHINESE AND PORTUGUESE. INCOME/EDUCATION/EMPLOYMENT: UPMC CARLISLE CONTINUES TO ADDRESS SDOH THROUGH COLLABORATIONS WITH LOCAL BUSINESSES, INSTITUTIONS OF HIGHER EDUCATION AND AREA SCHOOL DISTRICTS TO INCREASE KNOWLEDGE OF ACCESS AND OPPORTUNITY AND ADDRESS INCOME, EDUCATION, AND EMPLOYMENT DETERMINANTS OF HEALTH. FY 2019 THROUGH FY 2022 UPMC CARLISLE PARTNERED WITH 15 DIFFERENT SCHOOLS ON RECRUITMENT EFFORTS MEETING ONE-ON ONE WITH STUDENTS AND COMMUNITY MEMBERS TO PROMOTE AWARENESS OF EMPLOYMENT OPPORTUNITIES AND HOSTED 18 RECRUITMENT EVENTS. UPMC CARLISLE IS PROUD TO WORK WITH LOCAL SCHOOLS TO MEET THE DEMAND FOR STUDENT EXPERIENCES IN HEALTH CARE BY HOSTING HEALTHCARE CAREER EXPLORATION WHICH IS OPEN TO HIGH SCHOOL JUNIORS AND SENIORS AND PROVIDES OPPORTUNITIES TO SHADOW MULTIPLE HOSPITAL DEPARTMENTS AND PARTICIPATE IN THE PAID UPMC CARE ATTENDANT TRAINING PROGRAM. FOLLOWING THE COMPLETION OF THEIR SHADOWING EXPERIENCES, STUDENTS HAVE THE OPPORTUNITY TO APPLY FOR PART-TIME EMPLOYMENT IN A STABLE, SAFE WORK ENVIRONMENT WITH HOURS THAT FIT AROUND THEIR SCHEDULE. SINCE FY 2019, 17 STUDENTS HAVE PARTICIPATED IN THE PROGRAM. TEN STUDENTS HAVE BEEN EMPLOYED SINCE 2020, FOUR STUDENTS EMPLOYED SINCE 2021 AND ONE STUDENT EMPLOYED IN 2022. FOR MORE DETAILED INFORMATION ON UPMC'S COMMUNITY BENEFITS EFFORTS, SEE THE ORGANIZATIONS' COMMUNITY BENEFITS REPORT AVAILABLE AT:HTTPS://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/BENEFITS -REPORT 1 YMCA OF CARLISLE 311 WEST STREET CARLISLE PA 17013 231386198 501(C)(3) 27500 0 CAPITAL CAMPAIGN PLEDGE AND SPONSORSHIP DOWNTOWN CARLISLE ASSOCIATION 53 WEST SOUTH STREET CARLISLE PA 17013 232224862 501(C)(3) 19000 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS LEADERSHIP CARLISLE 4211 TRINDLE ROAD CAMP HILL PA 17011 251634471 501(C)(3) 7250 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS IV CARLISLE AREA DEVELOPMENT CORPORATION INC 801 HANOVER STREET CARLISLE PA 17013 231702304 501(C)(3) 8500 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS MECHANICSBURG NORTH ROTARY CLUB 5211 SIMPSON FERRY RD MECHANICSBURG PA 17050 251639518 501(C)(4) 8500 0 SPONSORSHIPS OF VARIOUS PROGRAMS NEW BIRTH OF FREEDOM COUNCIL BOY SCOUTS 1 BADEN POWELL LANE MECHANICSBURG PA 17050 231365194 501(C)(3) 6550 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS HANOVER AREA CHAMBER OF COMMERCE 146 CARLISLE ST HANOVER PA 17331 232290798 501(C)(6) 5500 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS MECHANICSBURG MERCHANTS AND BUSINESSMEN 6 W STRAWBERRY AVE MECHANICSBURG PA 17055 251703274 501(C)(6) 6700 0 SPONSORSHIPS OF VARIOUS PROGRAMS/EVENTS 5 3 PART I, LINE 2: ASSISTANCE PROVIDED TO ENTITIES THAT ARE NOT SECTION 501(C)(3) ORGANIZATIONS ARE PROVIDED TO SUPPORT CHARITABLE INITIATIVES THAT THESE ORGANIZATIONS HAVE UNDERTAKEN. 0 1 0 0 0 0 0 0 0 PHILIP W GUARNESCHELLI PRESIDENT AND CEO 0 939451 0 440572 0 11412 0 23545 0 39741 0 1454721 0 0 KENNETH OKEN MD DIRECTOR 0 458749 0 60500 0 2735 0 23545 0 6051 0 551580 0 0 ALISON BERNHARDT TREASURER & CFO 0 341181 0 160000 0 9450 0 26007 0 8748 0 545386 0 0 CHRISTOPHER P MARKLEY ESQ FMR SEC'Y/SR VP/GENERAL COUNSEL 0 278011 0 143902 0 5191 0 18970 0 26429 0 472503 0 0 CHRISTINE MILLER ESQ SECRETARY/ASSOC. COUNSEL 0 223147 0 43444 0 1413 0 23822 0 40800 0 332626 0 0 JARROD JOHNSON PRESIDENT, PINNACLE REGION 314416 0 0 0 0 0 0 0 5769 0 320185 0 0 0 AMANDA MORGAN ASSISTANT TREASURER 0 170425 0 38723 0 328 0 12579 0 24327 0 246382 0 0 JOYE GINGRICH CNO VP 193148 0 0 0 0 0 7068 0 42820 0 243036 0 0 0 ERICA MCDADE SR. PROFESS STAFF NURSE, BSN 155710 0 0 0 0 0 6183 0 38982 0 200875 0 0 0 SARAH LAWRENCE HAMMAKER SR. PROFESS STAFF NURSE, BSN 180702 0 0 0 0 0 1771 0 13752 0 196225 0 0 0 SOMMAR DAMITER SUPERVISOR CHIEF PHARMACIST 166986 0 0 0 0 0 115 0 13402 0 180503 0 0 0 PART I, LINE 3 UPMC CARLISLE RELIES ON UPMC PINNACLE, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO. METHODS USED TO ESTABLISH COMPENSATION BY THE RELATED ORGANIZATION INCLUDE: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD PART I, LINE 4B ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS DISCLOSED WITHIN THE TOTAL AMOUNT IN SCHEDULE J COLUMN C "RETIREMENT AND OTHER DEFERRED COMPENSATION". DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE ("CODE"), CERTAIN OFFICERS AND KEY EMPLOYEES ARE LIMITED IN THE AMOUNT OF BENEFITS WHICH MAY BE RECEIVED UNDER A TAX QUALIFIED RETIREMENT PROGRAM. LIKE MANY EMPLOYERS, UPMC SUPPLEMENTS ITS RETIREMENT BENEFITS THROUGH A SUPPLEMENTAL RETIREMENT PROGRAM. THE SUPPLEMENTAL RETIREMENT PROGRAM IS SUBJECT TO MULTI YEAR VESTING WHICH PLACES THE OFFICERS AND KEY EMPLOYEES' RETIREMENT BENEFIT AT RISK OF FORFEITURE IF THE VESTING REQUIREMENTS ARE NOT SATISFIED. ONCE VESTED HOWEVER, PROVISIONS OF THE CODE REQUIRE THAT THE VESTED AMOUNTS BE REPORTED ON THE FORM 990 AND THE VESTED OFFICER OR KEY EMPLOYEE INCLUDE IN CURRENT INCOME THE VALUE OF HER OR HIS SUPPLEMENTAL RETIREMENT BENEFIT. NOTWITHSTANDING THE TAX REQUIREMENT TO RECOGNIZE THE VESTED AMOUNT OF THE SUPPLEMENTAL RETIREMENT BENEFIT AS CURRENT INCOME FOR FICA TAXATION AND REPORTING PURPOSES, THIS BENEFIT, WHICH GENERALLY HAS BEEN EARNED OVER HER OR HIS ENTIRE CAREER, HAS NOT AND WILL NOT BE DISTRIBUTED UNTIL THE OFFICER OR KEY EMPLOYEE RETIRES OR SEPARATES FROM SERVICE FROM UPMC AND SATISFIED THE NON-COMPETE PROVISION OF THEIR EMPLOYMENT AGREEMENT AND/OR SATISFY A POST-RETIREMENT SEPARATION AGREEMENT. THE SUPPLEMENTAL RETIREMENT PROGRAM PROVIDES FOR THE CURRENT DISTRIBUTION OF ONLY THE AMOUNT NECESSARY TO SATISFY ANY INCOME TAX LIABILITY RESULTING FROM THE VESTING DURING ACTIVE EMPLOYMENT. FINALLY, IT SHOULD BE NOTED THAT IN ACCORDANCE WITH IRS INSTRUCTIONS, A SUBSTANTIAL PORTION OF THE AMOUNT REPORTED ON THE FORM 990 ATTRIBUTABLE TO SUPPLEMENTAL RETIREMENT PROGRAM VESTING HAS BEEN REPORTED IN PREVIOUSLY FILED FORMS 990. PART III, LINE 4A: UPMC WILL LEAD THE TRANSFORMATION OF HEALTH CARE. THE UPMC MODEL WILL BE NATIONALLY RECOGNIZED FOR REDEFINING HEALTH CARE BY: -PUTTING OUR PATIENTS, HEALTH PLAN MEMBERS, EMPLOYEES, AND COMMUNITY AT THE CENTER OF EVERYTHING WE DO AND CREATING A MODEL THAT ENSURES THAT EVERY PATIENT GETS THE RIGHT CARE, IN THE RIGHT WAY, AT THE RIGHT TIME, EVERY TIME. -HARNESSING OUR INTEGRATED CAPABILITIES TO DELIVER BOTH SUPERB STATE-OF-THE-ART CARE TO OUR PATIENTS AND HIGH VALUE TO OUR STAKEHOLDERS. -EMPLOYING OUR PARTNERSHIP WITH THE UNIVERSITY OF PITTSBURGH TO ADVANCE THE UNDERSTANDING OF DISEASE, ITS PREVENTION, TREATMENT, AND CURE. -SERVING THE UNDERSERVED AND DISADVANTAGED AND ADVANCING EXCELLENCE AND INNOVATION THROUGHOUT HEALTH CARE. -FUELING THE DEVELOPMENT OF NEW BUSINESSES GLOBALLY THAT ARE CONSISTENT WITH OUR MISSION AS AN ONGOING CATALYST AND DRIVER OF ECONOMIC DEVELOPMENT FOR THE BENEFIT OF THE RESIDENTS OF THE REGION. UPMC CARLISLE SERVED CUMBERLAND AND PERRY COUNTIES. IN KEEPING WITH OUR MISSION OF CARING FOR ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, UPMC CARLISLE HOSPITAL IS A FORCE FOR STABILITY, STRENGTH, AND RELIABILITY FOR THOSE SERVED. IN ADDITION TO FINANCIAL SUPPORT, ONE OF OUR FUNDAMENTAL VALUES AT UPMC CARLISLE IS OUR COMMITMENT TO OUR LOCAL COMMUNITY. UPMC CARLISLE MAINTAINS THIS COMMITMENT BOTH COLLECTIVELY AS AN ORGANIZATION AND INDIVIDUALLY IN OUR PERSONAL CONTRIBUTIONS. OUR ASSOCIATES, PHYSICIANS AND HOSPITAL VOLUNTEERS CONTINUOUSLY SEEK WAYS TO PROVIDE THE HIGHEST QUALITY CARE AVAILABLE TO OUR PATIENTS AND TO TAKE IMPORTANT HEALTH EDUCATION AND AWARENESS INFORMATION OUT INTO OUR COMMUNITY. UPMC CARLISLE IS COMMITTED TO OFFERING HIGH-QUALITY HEALTH CARE, STATE-OF-THE ART EQUIPMENT, EXPANSIVE SERVICES, AND UNIQUE PROGRAMS. EVERY THREE YEARS, UPMC HOSPITALS CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT TO LEARN HOW TO ADDRESS IMPORTANT COMMUNITY HEALTH NEEDS. 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 CARLISLE IS HELPING CREATE HEALTHIER COMMUNITIES ACROSS CENTRAL PENNSYLVANIA. THROUGH ITS CHARITABLE GIVING AND COMMUNITY INITIATIVES, UPMC CARLISLE 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 CARLISLE PROVIDES BENEFITS TO THE COMMUNITY. UPMC CARLISLE OFFERS A VARIETY OF FREE COMMUNITY PROGRAMS THAT ARE MAKING A DIFFERENCE IN THE LIVES OF CENTRAL PENNSYLVANIANS EVERY DAY, INCLUDING: -HEALTH EDUCATION SEMINARS ARE HELD AT VARIOUS LOCATIONS WITHIN THE COMMUNITY TO EDUCATE PEOPLE ON VARIOUS CONDITIONS. -WELLNESS AND SCREENING PROGRAMS ARE PROVIDED INCLUDING: O CHOLESTEROL SCREENINGS O PROSTATE SCREENINGS O INFANT DEVELOPMENT SCREENINGS O SPEECH AND HEARING SCREENINGS O DEPRESSION AND ANXIETY SCREENINGS O BONE DENSITY SCREENINGS O NUTRITION THERAPY EDUCATION PROGRAMS O LEAD POISONING SCREENINGS FORM 990, PART V, LINE 1: UPMC (EIN 23-1423657), A FEDERALLY TAX EXEMPT ENTITY, THE PARENT OF A LARGE INTEGRATED DELIVERY AND FINANCING SYSTEM AND THE PARENT ENTITY OF UPMC PINNACLE WHO IS THE PARENT OF UPMC CARLISLE ISSUES AND FILES ALL FORM 1099S FOR UPMC CARLISLE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS UPMC PINNACLE, A FEDERALLY TAX EXEMPT, STATE NONPROFIT ENTITY (EIN 25-1778658). IN SEPTEMBER 2017, UPMC PINNACLE AFFILIATED WITH UPMC, A WORLD-RENOWNED INTEGRATED HEALTHCARE DELIVERY AND FINANCING SYSTEM, THAT IS AN INTERNATIONAL LEADER IN PROVIDING CLINICAL CARE, GROUND BREAKING RESEARCH AND TREATMENTS WITH LOCATIONS IN WESTERN AND CENTRAL PENNSYLVANIA, MARYLAND, NEW YORK AND AROUND THE WORLD. FORM 990, PART VI, SECTION A, LINE 7A AS SOLE MEMBER OF THE ORGANIZATION, UPMC PINNACLE ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION REQUIRE THE APPROVAL OF BOTH THE UPMC PINNACLE BOARD AND THE UPMC BOARD, AS THE SOLE MEMBER OF UPMC PINNACLE. FORM 990, PART VI, SECTION B, LINE 11B THE AUTHORITY AND RESPONSIBILITY FOR REVIEW OF THE FORM 990 FOR UPMC PINNACLE AND SUBSIDIARIES IS DELEGATED TO THE FINANCE COMMITTEE OF THE UPMC PINNACLE BOARD. MEMBERS ARE PROVIDED WITH A COPY OF THE FORM 990 PRIOR TO FILING AND PROVIDED OPPORTUNITY TO REVIEW. FORM 990, PART VI, SECTION B, LINE 12C 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, SECTION B, LINE 15 15A: THE COMPENSATION COMMITTEE OF THE UPMC PINNACLE BOARD HAS THE AUTHORITY TO DEVELOP AND MAINTAIN EXECUTIVE COMPENSATION TO BE APPROVED BY THE UPMC PINNACLE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE WILL FOLLOW A DILIGENT PROCESS THAT MEETS REGULATORY REQUIREMENTS FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AND PROMOTES EFFECTIVE GOVERNANCE OF EXECUTIVE COMPENSATION, CONSISTENT WITH THE UPMC PINNACLE COMPENSATION PHILOSOPHY. 1. FOLLOW A PROCESS THAT ESTABLISHES AND MAINTAINS A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR ALL EXECUTIVES POTENTIALLY SUBJECT TO INTERMEDIATE SANCTIONS. 2. PREPARE MINUTES FOR EACH MEETING TO RECORD THE TERMS OF THE COMMITTEE'S DECISIONS AND THE PROCESS FOLLOWED IN REACHING THOSE DECISIONS. THESE MINUTES MUST INCLUDE INDICATIONS THAT THE COMMITTEE IS FOLLOWING GOOD PRACTICES IN DEALING WITH CONFLICTS OF INTEREST AND IN OBTAINING AND RELYING ON APPROPRIATE COMPARABILITY DATA ON TOTAL COMPENSATION. 3. SELECT AND DIRECTLY ENGAGE AND SUPERVISE ANY CONSULTANT HIRED BY UPMC PINNACLE TO ADVISE THE COMMITTEE ON EXECUTIVE COMPENSATION. 4. PERIODICALLY EVALUATE THE APPROPRIATENESS OF THIS CHARTER AND THE EFFECTIVENESS OF THE PROCESS THE COMMITTEE USES IN GOVERNING EXECUTIVE COMPENSATION AND REPORT THIS EVALUATION TO THE UPMC PINNACLE BOARD. 5. MONITOR CHANGES IN LAWS AND REGULATIONS PERTAINING TO EXECUTIVE COMPENSATION AND BENEFITS TO SEE THAT UPMC PINNACLE COMPLIES WITH THEM. 6. SEEK OUTSIDE REVIEW OF COMMITTEE OPERATIONS TO ENSURE COMPLIANCE WITH THE IRS REBUTTABLE PRESUMPTION OF REASONABLENESS. 7. REVIEW ACTUAL EXECUTIVE COMPENSATION AND BENEFITS PROVIDED TO CONFIRM CONSISTENCY WITH COMPENSATION AND BENEFITS APPROVED BY THE COMMITTEE. 15B: TO SUPPORT UPMC'S MISSION AND AS SET FORTH IN THE UPMC BYLAWS, THE BOARD OF DIRECTORS HAS FORMED AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE") AND DELEGATED TO IT THE RESPONSIBILITY FOR ESTABLISHMENT AND IMPLEMENTATION OF OFFICER AND KEY EMPLOYEE TOTAL COMPENSATION PROGRAMS. AS PART OF THIS RESPONSIBILITY THE COMMITTEE REPORTS REGULARLY TO THE BOARD OF DIRECTORS. WITH BOARD OF DIRECTORS APPROVAL, THE COMMITTEE HAS ADOPTED A FORMAL CHARTER, WHICH INCLUDES THE ESTABLISHMENT OF A COMPENSATION PHILOSOPHY AND RELATED POLICIES WITH RESPECT TO THE TOTAL COMPENSATION PAID BY UPMC TO ITS OFFICERS AND KEY EMPLOYEES. THE UPMC TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES IS PREDICATED UPON AN INCENTIVE COMPENSATION COMPONENT. THIS COMPONENT IS BASED UPON THE ACCOMPLISHMENT OF PREDETERMINED PERFORMANCE GOALS AND OBJECTIVES WHICH FOCUS ON THE ACHIEVEMENT OF MULTIPLE ANNUAL AND THREE YEAR INDIVIDUAL AND GROUP PERFORMANCE CRITERIA IN THE CONTEXT OF APPROPRIATE RISK TAKING. THESE CRITERIA DIRECTLY SUPPORT UPMC'S MISSION AND INCLUDE: PATIENT QUALITY AND SATISFACTION, COMMUNITY BENEFITS, OPERATIONAL AND FINANCIAL STRENGTH, LEADERSHIP DEVELOPMENT, AND STRATEGIC BUSINESS INITIATIVES AMONG OTHERS. THE TOTAL COMPENSATION PROGRAM IS INTEGRATED WITH AND REINFORCES THE UPMC BUSINESS PLANNING CYCLE AS WELL AS MANAGEMENT DEVELOPMENT AND SUCCESSION PLANNING PROCESSES. IT IS THE COMMITTEE'S JUDGMENT THAT THE STRUCTURE OF THE TOTAL COMPENSATION PROGRAM IS VITAL TO, AND STRONGLY SUPPORTIVE OF, THE HIGH LEVEL OF ONGOING SUCCESS OF UPMC AND FOSTERS THE RETENTION OF CRITICAL OFFICER AND KEY EMPLOYEE TALENT. THE TOTAL COMPENSATION DETERMINATION PROCESS UTILIZED BY THE COMMITTEE IS INTENDED TO SATISFY THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" AS SET FORTH IN THE REGULATIONS TO SECTION 4958 OF THE INTERNAL REVENUE CODE ("CODE"). THIS MEANS THAT COMPENSATION PROGRAMS AND LEVELS ARE APPROVED IN ADVANCE BY THE COMMITTEE WHICH IS COMPOSED ENTIRELY OF OUTSIDE DIRECTORS WHO DO NOT HAVE A CONFLICT OF INTEREST, AS DEFINED BY THE RELEVANT REGULATIONS, WITH RESPECT TO THE COMPENSATION PROGRAM AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON A BROAD RANGE OF APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATIONS. THE COMMITTEE THEN CONTEMPORANEOUSLY DOCUMENTS, IN FORMAL MEETING MINUTES, THE BASIS AND REASONS FOR ITS DETERMINATIONS. THE TOTAL COMPENSATION PROGRAM IS DESIGNED AND ADMINISTERED IN ACCORDANCE WITH THE UPMC BYLAWS, SOUND BUSINESS PRACTICES, THE TENETS OF COMMON LAW BUSINESS JUDGMENT AND FIDUCIARY RESPONSIBILITY AS WELL AS ADHERENCE TO ALL RELEVANT FEDERAL, STATE AND LOCAL LAWS. IN ADDITION TO CODE SECTION 4958, AS SET FORTH ABOVE, THIS INCLUDES BUT IS NOT LIMITED TO CODE SECTION 501(C)(3) AND THE APPLICABLE REGULATIONS THEREUNDER AS WELL AS ALL LAWS AND REGULATIONS PROHIBITING PRIVATE INUREMENT, PRIVATE BENEFIT TRANSACTIONS AND DISCRIMINATION. FURTHER, THE COMMITTEE HAS IDENTIFIED AND ADOPTED, AS APPROPRIATELY MODIFIED FOR UPMC, COMPENSATION PROGRAM "BEST PRACTICES" FROM THE BUSINESS WORLD (E.G. SARBANES OXLEY, SEC, ETC.). THE COMMITTEE BELIEVES THAT WHILE THESE PRACTICES ARE NOT REQUIRED IN THE TAX EXEMPT SECTOR, THEY ARE IN THE BEST INTERESTS OF THE ORGANIZATION AND FURTHER SUPPORT UPMC'S NONPROFIT MISSION. IN ACCORDANCE WITH THE ABOVE, DETERMINATION OF TOTAL COMPENSATION FOR THE CEO IS MADE EXCLUSIVELY BY THE COMMITTEE. DETERMINATION OF TOTAL COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS RECOMMENDED BY THE CEO AND SUBJECT TO REVIEW AND APPROVAL BY THE COMMITTEE. THE COMMITTEE, WHICH MEETS AT LEAST FOUR TIMES A YEAR, OBTAINS PROFESSIONAL ADVICE FROM ITS OWN EXPERTS, INCLUDING ACCOUNTANTS, EXECUTIVE COMPENSATION CONSULTANTS AND LEGAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE. FORM 990, PART IX, LINE 11G PURCHASED SALARIES: PROGRAM SERVICE EXPENSES 5,355,679. MANAGEMENT AND GENERAL EXPENSES 109,299. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,464,978. I/C LOSS TRANSFERS: PROGRAM SERVICE EXPENSES 18,864,733. MANAGEMENT AND GENERAL EXPENSES 384,995. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,249,728. FORM 990, PART XI, LINE 9: TRANSFERS TO EXEMPT AFFILIATES -99,472,210. PART XII, LINE 2C: UPMC HAS AN AUDIT COMMITTEE THAT IS ESTABLISHED TO ASSIST THE BOARD OF DIRECTORS IN FULFILLING ITS OVERSIGHT RESPONSIBILITIES BY MONITORING UPMC CONSOLIDATED FINANCIAL REPORTS AND OTHER FINANCIAL INFORMATION PROVIDED BY UPMC TO GOVERNMENTAL BODIES, THE PUBLIC OR OTHER EXTERNAL ENTITIES. THE UPMC'S SYSTEM OF INTERNAL CONTROLS REGARDING FINANCE, ACCOUNTING, LEGAL COMPLIANCE AND ETHICS THAT MANAGEMENT AND THE BOARD HAVE ESTABLISHED AND UPMC'S INTERNAL AUDITING, ACCOUNTING AND FINANCIAL REPORTING PROCESSES ALSO PROVIDED OVERSIGHT. PART XII, LINE 2B: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PART OF A CONSOLIDATED FINANCIAL STATEMENT AUDIT PERFORMED BY EY FOR UPMC AND ALL SUBSIDIARIES. THE ENTIRE SYSTEM'S FINANCIAL STATEMENTS, OF WHICH THIS ORGANIZATION IS PART, ARE POSTED ON THE UPMC WEBSITE. (WWW.UPMC.COM) THE FINANCIAL STATEMENT AUDIT DURING THE 990 FILING PERIOD IS FOR THE CALENDAR YEAR ENDED DECEMBER 31,2021. 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PHYSICIAN SRV PA N/A C 0 RXANTE INC 511 CONGRESS STREET 803 PORTLAND ME 04101 454040219 MEDICATION MG DE N/A C 0 SUSQUEHANNA VENTURES INC 1201 GRAMPIAN BOULEVARD WILLIAMSPORT PA 17701 232470623 PHARMACY PA N/A C 0 WCA SERVICE CORPORATION INC 207 FOOTE AVENUE JAMESTOWN NY 14701 161151438 SUPPORT NY N/A C 0 PINNACLE HEALTH CARDIOVASCULAR INSTITUT 409 SOUTH SECOND STREET HARRISBURG PA 17104 320321362 PHYSICIAN SRV PA N/A C 0 HANOVER HEALTH CORPORATION 300 HIGHLAND AVENUE HANOVER PA 17331 900498067 HOLDING CO PA N/A C 0 HANOVER APOTHECARY INC 310 STOCK STREET SUITE 1 HANOVER PA 17331 030594526 PHARMACY PA N/A C 0 UNITED CENTRAL PA RECIPROCAL RISK RETEN 76 SAINT PAUL STREET SUITE 500 BURLINGTON VT 05401 134224033 INSURANCE VT N/A C 0 PINNACLE HEALTH VENTURES INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 611677624 HOLDING CO PA N/A C 0 PINNACLE HEALTH IMAGING INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 231718571 IMAGING SVC PA N/A C 0 COLE CARE INC 1001 EAST 2ND STREET COUDERSPORT PA 16915 251497347 DME PA N/A C 0 UPMC ITALY HEALTH SERVICES SRL VIA DISCESA DEI GIUDICI 4 PALERMO IT HEALTH SVC IT N/A C 0 UPMC INVESTMENTS LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI HOLDING CO EI N/A C 0 UPMC PROPERTY LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY EI N/A C 0 EURO CARE INFRASTRUCTURE LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY MGMT EI N/A C 0 EURO CARE PROPERTY MANAGEMENT LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY MGMT EI N/A C 0 UPMC WHITFIELD HOSPITAL LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI HOSPITAL EI N/A C 0 UPMC GLOBAL OPERATIONS CENTER LTD 6TH FLOOR BEACON HOSPITAL SANDYFORD EI CANCER TREATM EI N/A C 0 PANTHER REINSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981402742 INSURANCE CJ N/A C 0 FORBES REINSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981400710 INSURANCE CJ N/A C 0 CATHEDRAL (RE) INSURANCE CO PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981400837 INSURANCE CJ N/A C 0 UPMC IRELAND LIMITED 6TH FLOOR BEACON HOSPITAL SANDYFORD EI HEALTHCARE SU EI N/A C 0 UPMC CANADA TECHNOLOGIES LIMITED 600 GRANT STREET PITTSBURGH PA 15219 SOFTWARE CA N/A C 0 BLUESPHERE BIO 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 824979766 IMMUNOTHERAPY DE N/A C 0 INFECTIOUS DISEASE CONNECT INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 833311071 TELEMEDICINE DE N/A C 0 NOVASENTA INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 825443222 IMMUNOTHERAPY DE N/A C 0 UPMC HILLMAN CANCER CENTER - PINNACLE 101 ERFORD ROAD CAMP HILL PA 17701 833640945 CANCER TREATM PA N/A C 0 SHANGHAI UPMC CO LTD 288 SHIMEN 1ST ROAD JINGAN DISTRIC SHANGHAI CH HEALTHCARE MG CH N/A C 0 SALVATOR MUNDI INTERNATIONAL HOSPITAL ROMA VIALE DELLE MURA GIANICOLENSI IT HOSPITAL IT N/A C 0 SOMERSET ANESTHESIA INC 600 GRANT STREET PITTSBURGH PA 15219 455135437 PHYSICIAN SRV PA N/A C 0 SOMERSET MANAGEMENT SERVICES INC 600 GRANT STREET PITTSBURGH PA 15219 251512960 MOB OWNERSHIP PA N/A C 0 GENERIAN PHARMACEUTICALS INC 2425 SIDNEY STREET PITTSBURGH PA 15203 821101143 PHARMACY DE N/A C 0 WORK PARTNERS NATIONAL INC 600 GRANT STREET PITTSBURGH PA 15219 843141950 INSURANCE PA N/A C 0 ASTRATA INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 844804493 SOFTWARE DE N/A C 0 VEGAVECT 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 844280784 GENE THERAPY DE N/A C 0 NOVIMAB 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 841494905 CLINICAL RESEARCH DE N/A C 0 REALYZE INTELLEGENCE INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 850873923 SOFTWARE DE N/A C 0 HAYSTACK CONSOLIDATED SERVICES INC 12500 WILLOWBROOK ROAD CUMBERLAND MD 21502 521335895 INACTIVE PA N/A C 0 WESTERN MARYLAND INSURANCE COMPANY LTD PO BOX 10233 GRAND CAYMAN CAYMAN ISLANDS CJ INSURANCE CJ N/A C 0 GENERIAN PHARMACEUTICALS AUSTRALIA PTY L LEVEL 5 63 PIRIE STREET ADELAIDE AU PHARMACY AU N/A C 0 WILLOWBROOK HEALTHCARE CONDO 12401 WILLOWBROOK ROAD CUMBERLAND MD 21502 371538510 REAL ESTATE DE N/A C 0 RXANTE PHARMACY SERVICES INC 511 CONGRESS STREET 803 PORTLAND ME 04101 833402761 PHARMACY DE N/A C 0 CLANE HOSPITAL DEVELOPMENT ASSOCIATES L C/O UPMC WHITFIELD CORK ROAD BUTLERSTOWN NORTH WATERFORD EI MANAGEMENT EI N/A C 0 UPMC KILDARE HOSPITAL LTD PROSPEROUS ROAD CLANE COUNTY KILDARE CLANE EI HOSPITAL EI N/A C 0 UPMC AUT EVEN HOSPITAL LTD FRESHFORD ROAD COUNTY KILKENNY EI HOSPITAL EI N/A C 0 UPMC EXCESS PL TRUST 600 GRANT STREET PITTSBURGH PA 15219 826254351 TRUST PA N/A T 0 AVISTA THERAPEUTICS INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 853454001 GENE THERAPY PA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 FORM 990, SCHEDULE R, PARTS I THROUGH IV: ENTITIES REPORTED IN PARTS I THROUGH IV THAT ARE MARKED WITH AN * ARE NOT TECHNICALLY "RELATED ORGANIZATIONS", AS DEFINED IN THE FORM 990 INSTRUCTIONS AS THE REQUISITE "CONTROL" DID NOT EXIST DURING THE FISCAL YEAR ENDED JUNE 30, 2022. HOWEVER, BECAUSE THESE ENTITIES ARE AFFILIATED WITH UPMC AND THE UPMC PARENT ORGANIZATION HOLDS CERTAIN POWERS WITH RESPECT TO SUCH ENTITIES WE ARE ELECTING TO DISCLOSE THE ENTITIES AS RELATED ORGANIZATIONS IN SCHEDULE R IN THE INTEREST OF TRANSPARENCY. FORM 990, SCHEDULE R, PARTS II: THERE ARE ORGANIZATIONS INCLUDED IN THE UPMC GROUP FORM 990 TAX RETURN FOR FY 2022 WHICH ARE RELATED TO UPMC CARLISLE. THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R.