2020-07-07T10:42:24-05:00 2019-06-30 990 2018-07-01 821600494 UPMC Susquehanna Lock Haven % CHRISTOPHER STOCKHAUSEN UPMC 4126472345 600 GRANT ST 58TH FL C/O CORP TAX PITTSBURGH PA 15219 CHRISTOPHER STOCKHAUSEN CFO 5703213175 2020-06-26 128.147.28.67 25115620201895000007 2020-07-07 P 8A35089B80F02A8BC972005BC443A6FDFF751A0D D28FEEE05295FC155D97B10E57002D534C480119 2018 2020-09-23 17:36:50Z CHRISTOPHER STOCKHAUSEN 600 GRANT ST 58TH FL C/O CORP TAX PITTSBURGH PA 15219 34495370 false X www.upmcsusquehannahealth.org X 2017 PA See Schedule O 11 6 260 46 0 0 7826 0 23877681 34494879 64 491 95907 0 23981478 34495370 0 0 0 0 10543518 13748619 0 0 0 15625351 21734941 26168869 35483560 -2187391 -988190 11363047 13202546 13550438 1113285 -2187391 12089261 X See Schedule O false false 30603230 34494879 SEE SCHEDULE O 30603230 true false false false false false false false false false true false false false true false false false false false true false false false false false true true false false true false false false false false false false false false false false false false true false false false 0 0 true 260 true false false false false false false false false false false false false X 11 6 true false false false true true true true true false false true true true true true true false false false PA X CHRISTOPHER STOCKHAUSEN 5703213175 700 HIGH STREET WILLIAMSPORT PA 17701 Bharat Adroja MD Director 1.0 40.0 X 0 77073 351 Mike Flanagan Director 1.0 0.0 X 0 0 0 Daniel Glunk MD Director 1.0 40.0 X 0 328003 33111 Patti Jackson-Gehris Director 1.0 40.0 X 0 210667 23726 Steven P Johnson Board Secretary & President 1.0 50.0 X X 0 867586 119709 David Lopatofsky MD Director 1.0 40.0 X 0 543373 88194 Ann Pepperman Board Chair 1.0 6.0 X X 0 0 0 Rajesh Patel MD Director 1.0 0.0 X 0 0 0 Debra Reese Director 1.0 0.0 X 0 0 0 Christopher Stockhausen Treasurer/Int. CFO (J 11/1/19) 1.0 40.0 X X 0 0 0 Dawn Wright Director 1.0 0.0 X 0 0 0 Ronald Reynolds President of Lock Haven Hosp. 1.0 40.0 X 0 211446 32595 Jan Fisher VP/COO (R 9/14/2018) 1.0 50.0 X 0 343614 54650 Eric Pohjala CFO (R 10/31/2018) 1.0 50.0 X 0 442643 46688 Steven P Johnson President 1.0 50.0 X 0 0 0 0 3024405 399024 0 false true false Encore Rehabilitaton Services 33533 W 12 Mile Road Suite 290 FARMINGTON HILLS MI 48331 Rehab Services 822823 Aramark Management Services LP 1101 Market St PHILADELPHIA PA 19107 Management Services 265012 Enginuity LLC 203 Lynndale Ct MECHANICSBURG PA 17050 Contractor Services 175462 Allison Landscape and Lawn Service 202 River Road JERSEY SHORE PA 17740 Lawn Service 118951 4 0 NET PATIENT SERVICE REVENUE 621990 33321809 33321809 OTHER PATIENT SERVICE REVENUE 621990 93124 93124 OTHER PROGRAM SERVICE REVENUE 621990 1079946 1079946 34494879 491 491 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 34495370 34494879 491 0 0 0 0 0 0 10867931 10001347 866584 72858 67029 5829 2080233 1913814 166419 727597 669389 58208 65029 65029 17611 195 17416 0 0 0 0 1745778 1533722 212056 0 366346 286697 79649 557559 557173 386 0 3014419 2708167 306252 32237 18107 14130 0 6887 2807 4080 0 0 709645 709645 230731 99783 130948 BAD DEBT 4166439 4166439 0 MEDICAL/PATIENT SUPPLIES 1795682 1795682 0 MEDICAL IMPLANTS 433654 433654 0 PURCHASED SERVICES 4898533 3037895 1860638 0 3694391 2601685 1092706 35483560 30603230 4880330 0 0 162708 112968 0 0 0 5377891 4873989 0 0 0 0 0 0 229273 0 69857 0 9201978 1036579 5039832 8165399 0 0 0 0 0 0 0 0 533226 450 11363047 13202546 693229 522038 0 0 0 54982 0 0 0 0 0 0 0 0 0 0 12857209 536265 13550438 1113285 X -2187391 12089261 0 0 0 0 -2187391 12089261 11363047 13202546 X -988190 15264842 X X false true X true false X 175567 175567 4493426 771164 3722262 2447539 249863 2197676 2085446 15552 2069894 8165399 0 DUE TO THIRD PARTY PAYORS 486734 CREDIT BALANCES ACCOUNTS REC 27531 MALPRACTICE LOSS RSRV IBNR 22000 536265 Part X, Line 2: UPMC has no uncertain tax positions recorded. 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, 2019, UPMC does not have any unrecorded tax benefits. An external audit is completed at a consolidated UPMC System level only, including UPMC and all taxable and tax-exempt subsidiaries. Central America and the Caribbean 0 1 Program Services Captive Insurance Comp 177251 0 1 0 1 177251 177251 false false false false false false true true X true X 250. true X true true true false true true 144888 144888 0.00460 11784115 5813488 5970627 0.19070 11929003 5813488 6115515 0.19530 19269 19269 0.00060 2801 2801 0.00010 22070 22070 0.00070 11951073 5813488 6137585 0.19600 true 570802 74204 9884735 14114318 -4229583 X true true 1 1 UPMC Susquehanna Lock Haven 24 Cree Drive Lock Haven PA 17745 www.upmcsusquehannahealth.org 122201 X X UPMC Susquehanna Lock Haven 1 false false true X X X X X X X X X 18 true true false true X SEE PART V SUPPLEMENTAL INFORMATION X true 18 true SEE PART V SUPPLEMENTAL INFORMATION false true X 250. 400. X X X true true X X X true X https://www.upmc.com (see part VI X https://www.upmc.com (see part VI) X https://www.upmc.com X X X X X X true X false true X false false PART V SECTION B LINE 5 UPMC'S COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS INCLUDED A PARTNERSHIP WITH EXPERTS AT THE UNIVERSITY OF PITTSBURGH GRADUATE 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. APPENDIX C OF EACH HOSPITAL CHNA REPORT INCLUDES A LIST OF COMMUNITY PARTICIPANTS. WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSES SMENT.ASPX PART V SECTION B LINE 6A THE FOLLOWING UPMC HOSPITALS CONDUCTED A JOINT COMMUNITY HEALTH NEEDS ASSESSMENT IN 2019: UPMC LOCK HAVEN, UPMC MUNCY (FKA MUNCY VALLEY HOSPITAL), UPMC WILLIAMSPORT (THE WILLIAMSPORT HOSPITAL), UPMC WELLSBORO (FKA SOLDIERS AND SAILORS MEMORIAL HOSPITAL), UPMC COLE, AND UPMC SUNBURY. PART V SECTION B LINE 7A AND 10A WEBSITE FOR CHNA HTTP://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEED S-ASSESSMENT.ASPX PART V SECTION B LINE 11 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 DOCUMENT AND COMMUNITY HEALTH STRATEGIC PLAN - SEE SECTION IV OF EACH HOSPITAL CHNA REPORT. WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/PAGES/COMMUNITY-HEALTH-NEEDS-ASSES SMENT.ASPX PART V SECTION B LINE 16: https://www.susquehannahealth.org/patients-visitors/for-patients/billing-i nsurance/financial-assistance-program 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 3C FINANCIAL ASSISTANCE OR CHARITY CARE IS AVAILABLE FOR ELIGIBLE INDIVIDUALS WHO HAVE HEALTH CARE NEEDS AND ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR GOVERNMENT PROGRAMS OR OTHERWISE UNABLE TO PAY FOR THEIR OWN CARE. A PATIENT MAY BE DETERMINED TO HAVE FINANCIAL NEED BASED ON THE FOLLOWING: 1. INDIGENCY: IF INCOME FALLS AT OR BELOW 250% OF THE FEDERAL POVERTY GUIDELINES, THE PATIENT WILL HAVE NO FINANCIAL RESPONSIBILITY. THE PATIENT IS APPROVED FOR 100% FREE CARE. 2. LOW INCOME SLIDING SCALE: ASSISTANCE MAY BE A DISCOUNTED OR REDUCED PATIENT LIABILITY DEPENDING ON THE PATIENT'S INCOME: A. IF THE COMBINED FAMILY INCOME IS GREATER THAN 250% AND LESS THAN OR EQUAL TO 400% OF THE FEDERAL POVERTY GUIDELINES AND UNINSURED, THE PATIENT IS ELIGIBLE FOR REDUCED CHARITY CARE. THERE WILL BE AN 88% REDUCTION IN THE PATIENT BILL.THE DISCOUNTED CHARITY CARE SCALE IS LISTED BELOW: F/S= FAMILY SIZE 2019 2019 Family Size Category 1-100% Category 2-88% 1 $31,225 $49,960 2 $42,278 $67,640 3 $53,325 $85,320 4 $64,375 $103,000 5 $75,425 $120,680 6 $86,475 $138,360 7 $97,525 $156,040 8 $108,575 $173,720 Each Additional $11,050 $17,680 3. FINANCIAL HARDSHIP: IF A PATIENT IS APPROVED FOR DISCOUNTED OR REDUCED CHARITY CARE AND CANNOT AFFORD TO PAY THE REMAINING BALANCE, THE PATIENT MAY BE CONSIDERED FOR FINANCIAL HARDSHIP. ASSISTANCE WILL BE PROVIDED IN THE FORM OF AN ADJUSTMENT OF CHARGES TO PREVENT THE PATIENT LIABILITY FROM EXCEEDING THE LESSER OF 15% OF FAMILY INCOME OR THE AGB. 4. MEDICAL HARDSHIP/CATASTROPHIC CARE: IF A PATIENT IS DENIED FOR FINANCIAL ASSISTANCE AND CANNOT AFFORD TO PAY THE ACCOUNT BALANCE, THE PATIENT MAY BE CONSIDERED MEDICALLY INDIGENT AND MAY BE CONSIDERED FOR MEDICAL HARDSHIP/CATASTROPHIC CARE. THE PATIENT WILL BE LIABLE TO PAY THE LESSER OF 15% OF THEIR CALCULATED HOUSEHOLD INCOME OR THE AGB TOWARDS THEIR MEDICAL BILL. THIS IS A ONE-TIME FINANCIAL ASSISTANCE ADJUSTMENT FOR EXISTING ACCOUNT BALANCES. THE REMAINING BALANCE WILL BE ADJUSTED TO FREE CARE. PART I LINE 4 "MEDICALLY INDIGENT" MEANS PERSONS WHO THE ORGANIZATION HAS DETERMINED UNABLE TO PAY SOME OR ALL OF THEIR MEDICAL BILLS BECAUSE THEIR MEDICAL BILLS EXCEED A CERTAIN PERCENTAGE OF THEIR FAMILY HOUSEHOLD'S INCOME. PART I, LINE 6A AND B UPMC PREPARES AN ANNUAL COMMUNITY BENEFITS REPORT. THE REPORT ENCOMPASSES INFORMATION FOR THE ENTIRE INTEGRATED DELIVERY AND FINANCING SYSTEM THAT MAKES UP THE UPMC HEALTH SYSTEM. IT IS POSTED AND AVAILABLE TO THE PUBLIC VIA THE UPMC WEBSITE, WWW.UPMC.COM. COPIES ARE ALSO AVAILABLE IN WAITING ROOMS AT UPMC PHYSICIAN OFFICES. PART I LINE 7 THE COSTING METHODOLOGY USED TO CALCULATE THE AMTS REPORTED IN PART I LINE 7 The costing methodology used to calculate the amounts reported in Part I Line 7 is a ratio of costs 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 LINE 7, Column F The total expenses reported on Form 990 Part IX Line 25 Column A are inclusive of bad debt expense. The total expenses used for this calculation, net bad debt expense, is $4,166,439. PART III LINES 2 & 3 COSTING METHODOLOGY USED TO DETERMINE THE AMTS REPORTED IN PT III LINE 2 & 3 The costing method used to calculate the amounts in Schedule H Part III lines 2 and 3 is a ratio of cost to charges method. Discounts and payments in patients' accounts are deducted before the cost of bad debt expense is determined. The method employed is in line with those described in Schedule H, Worksheet 2, "Ratio of Patient Costs to Charges". PART III LINE 3 RATIONALE FOR INCLUDING BAD DEBT AMOUNTS IN COMMUNITY BENEFIT The organization's bad debt expense consists solely of self-pay patients accounts deemed uncollectable. It is UPMC Lock Haven 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 3 PROCESS FOR REALLOCATION FROM BAD DEBT TO CHARITY CARE UPMC RECLASSIFIES BAD DEBT ACCOUNTS AS CHARITY CARE BY UTILIZING A PREDICTIVE MODEL CALLED PARO (PAYMENT ASSISTANCE RANK ORDER). PARO WAS BUILT AS A SOCIO-ECONOMIC SCORE THAT IDENTIFIES THOSE PATIENTS THAT ARE MOST LIKELY TO BE THE HIGHEST NEED OF FINANCIAL ASSISTANCE. THIS IS ACCOMPLISHED BY ANALYZING CONSUMER DATA AND ACTIVITY, COURT RECORDS, GOVERNMENT RECORDS, PROPERTY FILES, CENSUS DATA AND IRS DATA. PARO PROVIDES A SYSTEMATIC APPROACH TO FINANCIAL ASSISTANCE: " PREDICTIVE MODEL THAT ENCOMPASSES HEALTHCARE ECONOMICS AND CREDIT POLICIES;" UNIFORM ASSESSMENT MEASURE FOR EVERY PATIENT REGARDLESS OF FINANCIAL STANDING; " ACCOUNTS FOR PATIENTS THAT ARE UNRESPONSIVE, ILLITERATE, OR OTHERWISE CHALLENGED TO APPLY; " ELIMINATES BARRIER TO APPLICATION AND MEETS INCREASED PRESSURE TO PROVIDE ADDITIONAL FINANCIAL RESOURCES TO CONSUMERS; " IDENTIFY AND SUPPORT THOSE COMMUNITY NEEDS EFFORTS TO PROVIDE ASSISTANCE TO THOSE CONSUMERS IN NEED." THERE ARE TWO DATA POINTS RETURNED TO UPMC IN ORDER TO MAKE THE DECISION WHETHER THE PATIENT WOULD QUALIFY FOR CHARITY CARE. THE FIRST IS THE ESTIMATED INCOME LEVEL BASED ON THE FEDERAL POVERTY LEVEL GUIDELINES. THE SECOND IS THE PARO SCORE WHICH UTILIZES AN ALGORITHM BASED APPROACH AND RETURNS A SCORE BASED ON PERSONAL ATTRIBUTES OF THE PATIENT. DATA ELEMENTS WERE COMBINED TO CREATE TWO PRIMARY INDICATORS OF NEED, THE PARO SCORE AND THE FEDERAL POVERTY LEVEL. PARO ANALYZED OUR HISTORICAL CHARITY CARE APPROVALS TO DETERMINE OUR PARO THRESHOLD AND THE FPL THRESHOLD FOR THE HISTORICAL APPROVALS. THE APPROVED CHARITY CARE ACCOUNTS WERE COMPARED AGAINST ACCOUNTS THAT WERE IN ACTIVE ACCOUNTS RECEIVABLE. THIS WAS DONE TO DETERMINE IF THE DISTRIBUTIONS WERE SIMILAR OR IF ANY PATTERN EXISTED BASED ON THE APPROVED ACCOUNTS AND THE UNKNOWN ACCOUNTS. IF THE PATIENT'S ESTIMATED INCOME AND PARO SCORE ARE WITHIN THE SCORES IDENTIFIED BY THE CALIBRATION OF UPMC EXISTING CHARITY CARE PATIENTS, THE ACCOUNT IS RECLASSIFIED FROM BAD DEBT TO CHARITY CARE. EVERY PATIENT IS ABLE TO APPLY FOR CHARITY CARE; HOWEVER, THE AUTOMATED STRATEGY FOCUSES ON PATIENTS THAT DO NOT COMPLETE THE APPLICATIONS PROCESS. THE US DEPARTMENT OF EDUCATION ESTIMATES THAT 1 IN 5 CONSUMERS ARE FUNCTIONALLY ILLITERATE. THIS, COUPLED WITH THE LOW LEVELS OF PARTICIPATION IN TRADITIONAL BANKING METHODS, MAKES THE APPLICATION PROCESS VIRTUALLY IMPOSSIBLE FOR SOME CONSUMERS. PART III LINE 8: COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS OF CARE AND AS REPORTED IN THE ORGS MEDICARE COST REPORT 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 Lock Haven 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 Schedule H of Form 990 as they represent costs for provision of services to patients for which the entity is unable to collect, regardless of the efficiency of provision of the related care costs. PART III LINE 9A AND B UPMC HAS A DEBT COLLECTION POLICY OUTLINING COLLECTION PRACTICES FOR PATIENTS. IF AT ANY TIME THE PATIENT EXPRESSES AN INABILITY TO PAY, THEY ARE SENT A FINANCIAL ASSISTANCE APPLICATION. INFORMATION REGARDING FINANCIAL ASSISTANCE IS PRINTED ON ALL COLLECTION LETTERS. COLLECTIONS PER POLICY DO NOT APPLY TO ACCOUNT BALANCES KNOWN TO BE ELIGIBLE FOR FINANCIAL ASSISTANCE. PART VI LINE 3 COMMUNICATION OF FINANCIAL ASSISTANCE UPMC COMMUNICATES THE AVAILABILITY OF FINANCIAL ASSISTANCE TO ITS PATIENTS BY PLACING SIGNAGE AND DISTRIBUTING BROCHURES ABOUT THE FINANCIAL ASSISTANCE PROGRAM IN ITS PROVIDER REGISTRATION AREAS, ADMISSIONS, EMERGENCY DEPARTMENT AND BUSINESS OFFICE LOCATIONS. IN ADDITION, UPMC INCLUDES INFORMATION REGARDING HOW A PATIENT CAN REQUEST FINANCIAL ASSISTANCE ON THE BILLS, FOLLOW-UP CORRESPONDENCE AND COLLECTION LETTERS.PATIENTS ALSO MAY FIND INFORMATION ABOUT FINANCIAL ASSISTANCE THROUGH ACCESS TO THE UPMC WEB SITE (WWW.UPMC.COM). PATIENTS ARE ENCOURAGED TO CONTACT UPMC'S TRAINED FINANCIAL COUNSELORS SHOULD THEY REQUIRE ASSISTANCE WITH COMPLETING APPLICATIONS. CONTACT TELEPHONE NUMBERS ARE POSTED STRATEGICALLY THROUGHOUT THE HOSPITAL FACILITIES SO THAT PATIENTS HAVE A RESOURCE FOR OBTAINING SUPPORT WITH ANY FINANCIAL ASSISTANCE QUESTIONS THEY MAY HAVE. UPMC HAS CREATED A PLAIN LANGUAGE SUMMARY (PLS) TO EXPLAIN, IN SIMPLIFIED TERMS, OUR FINANCIAL ASSISTANCE POLICY (FAP). THIS SUMMARY IS PRINTED AT ALL SAME DAY SURGERY, ER AND INPATIENT LOCATIONS AND GIVEN TO THE PATIENT UPON DISCHARGE. UPMC HAS ALSO TRANSLATED THE PLS, FAP, COLLECTION AND BILLING POLICY, AND FAP APPLICATION INTO THE FOLLOWING LANGUAGES: ARABIC, CHINESE, FRENCH, ITALIAN, NEPALI, RUSSIAN, SPANISH AND BRAILLE. THE DETERMINATION OF LANGUAGES FOR TRANSLATION OF DOCUMENTS WAS DETERMINED BY A STUDY OF ENGLISH PROFICIENCY IN THE COMMUNITIES SERVED AND REVIEW OF PREDOMINANT NATIVE LANGUAGES IN THOSE COMMUNITIES AS PRESCRIBED IN IRC SECTION 501(R). THE PLS IS AVAILABLE ON THE UPMC WEBSITE. UPMC WILL NOTIFY ALL PATIENTS APPROVED VIA PRESUMPTIVE ELIGIBILITY IF NOT RECEIVING THE HIGHEST LEVEL OF ASSISTANCE. A LETTER INFORMING THE PATIENT THAT THEY MAY QUALIFY FOR A HIGHER LEVEL AND A FINANCIAL ASSISTANCE APPLICATION WILL BE SENT TO THE PATIENT UPON DETERMINATION. UPMC HAS WIDELY PUBLICIZED OUR FINANCIAL ASSISTANCE POLICY. UPMC HAS WORKED WITH HOSPITAL LEADERS AND COMMUNITY LIAISONS TO DETERMINE THE MOST APPROPRIATE NON-HEALTHCARE LOCATIONS TO REACH THE POPULATIONS THAT WILL BENEFIT FROM OUR FINANCIAL ASSISTANCE. UPMC HAS PROACTIVELY REACHED OUT IN THESE COMMUNITIES TO WIDELY PUBLICIZE OUR FINANCIAL ASSISTANCE POLICY. FINALLY, UPMC WILL NOW ONLY INCLUDE PATIENT BALANCES FROM ONE YEAR PRIOR TO THE PATIENT'S FINANCIAL ASSISTANCE APPROVAL DATE. AS A RESULT, UPMC WILL ALSO REFUND ANY PATIENT PAYMENTS MADE WITHIN THAT YEAR OF THE PATIENT'S FINANCIAL ASSISTANCE APPROVAL DATE, APPROVED VIA AN APPLICATION. PART VI Lines 2, 4, 5, and 6 COMMUNITY INFORMATION: TO CONDUCT THE 2019 CHNA, UPMC LOCK HAVEN COLLABORATED WITH FIVE OTHER UPMC HOSPITAL FACILITIES IN THE FIVE-COUNTY REGION. WITH 87 PERCENT OF PATIENTS TREATED AT UPMC LOCK HAVEN, UPMC MUNCY, UPMC WILLIAMSPORT, UPMC SUNBURY, UPMC COLE, OR UPMC WELLSBORO (PREVIOUSLY UPMC SUSQUEHANNA SOLDIERS & SAILORS) RESIDING IN CLINTON, LYCOMING, NORTHUMBERLAND, POTTER, OR TIOGA COUNTIES, THESE SIX HOSPITALS PRIMARILY SERVE RESIDENTS OF THIS GEOGRAPHIC REGION. BY CONCENTRATING ON CLINTON, LYCOMING, NORTHUMBERLAND, POTTER, AND TIOGA COUNTIES, UPMC CONSIDERED THE NEEDS OF THE GREAT MAJORITY OF ITS PATIENTS AND DOES SO IN A WAY THAT ALLOWS ACCURATE MEASUREMENT USING AVAILABLE SECONDARY DATA SOURCES. WHILE THE FIVE-COUNTY REGION REPRESENTS THE BASIC GEOGRAPHIC DEFINITION OF EACH OF THESE HOSPITALS, THE CHNA ALSO CONSIDERED CHARACTERISTICS OF THE BROADER AREA, SUCH AS STATE DATA, AS WELL AS SPECIFIC POPULATIONS WITHIN THE DEFINED COMMUNITY - SUCH AS MINORITIES, LOW-INCOME INDIVIDUALS, AND THOSE WITH DISTINCT HEALTH NEEDS. BY COMBINING EFFORTS AND RESOURCES, THE UPMC HOSPITALS IN THE FIVE-COUNTY REGION ARE FOCUSING ON IMPORTANT LOCAL HEALTH ISSUES, WHILE SUPPORTING A COORDINATED COMMUNITY HEALTH STRATEGY ACROSS THE REGION AND SYSTEM-WIDE. NEEDS ASSESSMENT AND PROMOTION OF COMMUNITY HEALTH: THE FISCAL YEAR 2019 CHNA PROVIDED AN OPPORTUNITY FOR UPMC TO 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 2018, 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. A TOTAL OF 2,074 COMMUNITY PARTICIPANTS FROM 22 UPMC HOSPITAL COMMUNITIES WERE SURVEYED. 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. MORE THAN 800 INDIVIDUALS COMPLETED THE SURVEY, AND GREATER THAN 70 PERCENT OF THOSE PARTICIPANTS 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 THROUGHOUT PENNSYLVANIA 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 2019 CHNA REPORTS AND 2019-2022 STRATEGIC PLANS FOR EACH UPMC HOSPITAL CAN BE FOUND ON UPMC'S WEBSITE: HTTPS://WWW.UPMC.COM/ABOUT/COMMUNITY-COMMITMENT/COMMUNITY-HEALTH-NEEDS-ASS ESSMENT. UPMC LOCK HAVEN IS ADDRESSING THE SIGNIFICANT NEEDS IDENTIFIED IN ITS 2019 CHNA THROUGH A RANGE OF PROGRAMS AND INITIATIVES. IN COLLABORATION WITH THE OTHER UPMC HOSPITALS IN THE REGION, UPMC LOCK HAVEN IS HELPING TO ADDRESS BEHAVIORAL HEALTH NEEDS BY IMPLEMENTING AN ADDICTION MEDICINE PROGRAM TO MONITOR OPIOID ADDICTION AND SUBSTANCE ABUSE AND TO TAILOR SERVICES AS NEEDED. THROUGH A PARTNERSHIP WITH THE LOCAL SINGLE COUNTY AUTHORITY, THE HOSPITAL IS HELPING TO PROVIDE ACCESS TO COMMUNITY TREATMENT THROUGH WARM HAND-OFFS. THE HOSPITAL IS ALSO EDUCATING PROVIDERS ABOUT THE RISKS OF ADDICTION AND PRESCRIBING METHODS AND THE HOSPITAL IS WORKING TO PROVIDE FREE NALOXONE KITS AND TRAINING TO PATIENTS AT RISK OF OVERDOSING. TO HELP ADDRESS ACCESS TO CARE AND NAVIGATING RESOURCES, UPMC LOCK HAVEN EXTENDED OFFICE HOURS AND CREATED WALK-IN SERVICE AT ITS MCELHATTAN LOCATION FOR PRIMARY CARE AND PEDIATRICS. THE HOSPITAL IS ALSO MOVING FORWARD ON ITS PLAN TO RECRUIT ROTATING SPECIALISTS WHO WILL PROVIDE OUTREACH TO THE CLINTON COUNTY COMMUNITY. TO HELP ADDRESS PREVENTION AND COMMUNITY-WIDE HEALTHY LIVING, THE HOSPITAL IS STRENGTHENING ITS RELATIONSHIP WITH LOCK HAVEN UNIVERSITY; IN OCTOBER 2019, THE HOSPITAL HOSTED A WELLNESS EXPO FOR THE UNIVERSITY. IN COLLABORATION WITH THE OTHER UPMC HOSPITALS IN THE REGION, UPMC LOCK HAVEN LAUNCHED AGE WELL, A PROGRAM FOR SENIORS 55+ THAT AIMS TO EDUCATE COMMUNITY MEMBERS ABOUT VARIOUS HEALTH TOPICS, PROMOTE SCREENINGS, AND ENGAGE SENIORS IN WELLNESS ACTIVITIES. LASTLY, IN PARTNERSHIP WITH THE OTHER UPMC HOSPITALS IN THE REGION, UPMC LOCK HAVEN IS ADDRESSING INTERPERSONAL SAFETY THROUGH THE STOP THE BLEED PROGRAM. SINCE JULY 1, 2019, THE PROGRAM HAS OFFERED 45 STOP THE BLEED CLASSES, TRAINING A TOTAL OF 1,200 COMMUNITY MEMBERS, INCLUDING EMPLOYEES OF UPMC, TWO SCHOOL DISTRICTS, AND LOCAL BUSINESSES. AFFILIATED HEALTH CARE SYSTEM: - UPMC LOCK HAVEN IS PART OF THE UPMC INTEGRATED DELIVERY AND FINANCING SYSTEM (IDFS), WHICH COMBINES A MAJOR HEALTH SERVICES DIVISION WITH 40 HOSPITALS AND MORE THAN 700 CLINICAL LOCATIONS, WITH A 3.8 MILLION-MEMBER INSURANCE SERVICES DIVISION. ONE OF THE LARGEST NONPROFIT HEALTH SYSTEMS IN THE UNITED STATES, UPMC SERVES PATIENTS SEEKING HIGHLY SPECIALIZED MEDICAL CARE PRIMARILY FROM COMMUNITIES ACROSS PENNSYLVANIA, AS WELL AS THROUGHOUT THE NATION AND AROUND THE WORLD. UPMC IS ALSO ONE OF THE LARGEST MEDICAL INSURERS IN THE STATE - PROVIDING MEDICAL ASSISTANCE, MEDICARE ADVANTAGE, CHILDREN'S HEALTH INSURANCE, AND BEHAVIORAL HEALTH PRODUCTS. UPMC CONTINUES TO APPLY THE EXPERTISE THAT EXISTS WITHIN ITS ORGANIZATION TO IMPROVE THE DELIVERY OF HEALTH CARE - 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. 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 INTITIATIVES THAT CONTINUE TO ENHANCE THE HEALTH OF COMMUNITIES THROUGHOUT PENNSYLVANIA AND BEYOND. COMMITTED TO ITS MISSION OF SERVICE, UPMC PROVIDES APPROXIMATELY $1 BILLION A YEAR IN COMMUNITY BENEFITS - SUCH A MEDICAL EDUCATION, RESEARCH, AND FREE COMMUNITY HEALTH PROGRAMS; AND UPMC DELIVERS MORE CARE TO THE REGION'S POOR AND UNDERSERVED THAN ANY OTHER HEALTH SYSTEM IN THE STATE. UPMC'S SYSTEMWIDE OPERATIONS GENERATED A TOTAL ECONOMIC IMPACT OF MORE THAN $36 BILLION. 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 ENCOURAGES DEVELOPMENT OF THESE FIRMS TO MAKE THEM COMPETITIVE IN THE OUTSIDE MARKET. UPMC'S SPEND ON SUPPORTING MINORITY AND WOMEN-OWNED BUSINESSES WAS $212 MILLION IN 2019. X false false false false false false false true false Daniel Glunk MD Director 0 291370 0 34435 0 2198 0 21998 0 11113 0 361114 0 0 Patti Jackson-Gehris Director 0 185293 0 24601 0 773 0 13161 0 10565 0 234393 0 0 Steven P Johnson Board Secretary & President 0 694760 0 138850 0 33976 0 91724 0 27985 0 987295 0 0 David Lopatofsky MD Director 0 440791 0 79540 0 23042 0 60930 0 27264 0 631567 0 0 Ronald Reynolds President of Lock Haven Hosp. 0 187788 0 22902 0 756 0 12756 0 19839 0 244041 0 0 Jan Fisher VP/COO (R 9/14/2018) 0 268437 0 60714 0 14463 0 41664 0 12986 0 398264 0 0 Eric Pohjala CFO (R 10/31/2018) 0 337274 0 44194 0 61175 0 19250 0 27438 0 489331 0 0 QUESTION 7: UPMC PROVIDES INCENTIVE COMPENSATION AS PART OF ITS TOTAL COMPENSATION PROGRAM FOR OFFICERS AND KEY EMPLOYEES. THIS COMPONENT IS BASED UPON THE ACCOMPLISHMENT OF PREDETERMINED PERFORMANCE GOALS AND OBJECTIVES WHICH FOCUS ON THE ACHIEVEMENT OF MULTIPLE ANNUAL AND THREE YEAR INDIVIDUAL AND GROUP PERFORMANCE CRITERIA IN THE CONTEXT OF APPROPRIATE RISK TAKING. THESE CRITERIA DIRECTLY SUPPORT UPMC'S MISSION AND INCLUDE: PATIENT QUALITY AND SATISFACTION, COMMUNITY BENEFITS, OPERATIONAL AND FINANCIAL STRENGTH, LEADERSHIP DEVELOPMENT, AND STRATEGIC BUSINESS INITIATIVES AMONG OTHERS. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION UPMC Lock Haven Hospital (LHH) is a 47-bed facility with complete inpatient and outpatient care, including emergency, medical, and surgical care. A Joint Commission-accredited facility, it also includes a 90-bed skilled nursing facility with a 34-bed dementia unit. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION Lock Haven Hospital is a subsidiary of UPMC Susquehanna. The mission of UPMC Susquehanna and its subsidiaries is to serve the community by providing outstanding patient care and shaping tomorrow's health care through clinical and technological innovation, research, and education. PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS UPMC Lock Haven Hospital is a 47-bed facility with complete inpatient and outpatient care, including emergency, medical, and surgical care. A Joint Commission-accredited facility, it also includes a 90-bed skilled nursing facility with a 34-bed dementia unit. UPMC Lock Haven Hospital treats all patients without regard to their ability to pay. For fiscal year ended June 30, 2019, the hospital admitted 972 patients rendering 17,461 patient days. Lock Haven Hospital had 11,097 emergency room visits and performed 2,136 surgeries. During the Fiscal Year ended June 30, 2019, Lock Haven Hospital provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of over $10,000,000. Lock Haven Hospital provided community outreach and support programs as well as contributions in fiscal year 2019. The value of these programs funds to the community was approximately $82,000. PART VI GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION A: GOVERNING BODY AND MANAGEMENT QUESTION 6: UPMC SUSQUEHANNA LOCK HAVEN HAS ONE SOLE MEMBER, THE EXEMPT ENTITY UPMC SUSQUEHANNA. PART VI GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B: POLICIES QUESTION 11 B - THE BOARD OF DIRECTORS MEMBERS OF THE FILING ENTITY HAVE BEEN PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. QUESTION 12 C UPMC REQUIRES KEY EMPLOYED AND NON-EMPLOYED PERSONNEL TO COMPLY WITH ITS CONFLICT OF INTEREST POLICIES WHEN THEY ENGAGE IN UPMC RELATED BUSINESS. PERSONS COVERED BY THE POLICIES INCLUDED UPMC BOARD MEMBERS, BOARD COMMITTEE MEMBERS, CORPORATE OFFICERS, KEY EMPLOYEES, UPMC PHYSICIANS AND NON PHYSICIANS EMPLOYEES WHO HOLD A POSITION OF INFLUENCE,NON EMPLOYED MEMBERS OF THE UPMC MEDICAL STAFF WHO HOLD A POSITION OF INFLUENCE OR TRUST, INDIVIDUALS CONDUCTING CLINICAL RESEARCH AT UPMC WHETHER OR NOT THEY ARE EMPLOYED BY UPMC. THESE PEOPLE ARE REQUIRED TO COMPLETE A QUESTIONNAIRE AT LEAST ANNUALLY, WHICH ALONG WITH OTHER DATA IS USED TO IDENTIFY POSSIBLE INDIVIDUAL AND INSTITUTIONAL CONFLICTS OF INTEREST. IF A POTENTIAL CONFLICT IS IDENTIFIED REGARDING A SPECIFIC UPMC ACTIVITY, THE CORPORATE COMPLIANCE DEPARTMENT, WITH THE ASSISTANCE OF THE LEGAL DEPARTMENT, EITHER DEVELOPS A WRITTEN PLAN DESIGNED TO PREVENT THE CONFLICT FROM INFLUENCING DECISIONS RELATED TO THAT ACTIVITY, OR REQUIRES THAT THE CONFLICTING RELATIONSHIP BE DIVESTED, AS APPROPRIATE. FOR EMPLOYED PERSONNEL AND NON BOARD MEMBERS, NON EMPLOYED PERSONNEL, THE CONFLICT OF INTEREST IDENTIFICATION AND MANAGEMENT PROCESS IS ULTIMATELY OVERSEEN BY AN ETHICS AND COMPLIANCECOMMITTEE OF THE UPMC BOARD OF DIRECTORS ON BEHALF OF UPMC AND ALL OF ITS SUBSIDIARIES. POTENTIAL CONFLICT OF INTEREST TRANSACTIONS INVOLVING UPMC BOARD MEMBERS AND ENTITIES WITH WHICH THEY ARE AFFILIATED ARE MONITORED AND SUBJECT TO PRE-APPROVAL BY THE GOVERNANCE AND NOMINATING COMMITTEE OF THE UPMC BOARD OF DIRECTORS. IN ADDITION TO THE GENERAL CORPORATE AND BOARD POLICIES DESCRIBED ABOVE, UPMC HAS ALSO DEVELOPED AND IMPLEMENTED A SEPARATE TAX QUESTIONNAIRE DISTRIBUTED TO OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES ANNUALLY THAT SPECIFICALLY ADDRESSES DISCLOSURE REQUIREMENTS OF FORM 990. PART VI GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION B: POLICIES QUESTION 15 - TO SUPPORT UPMC'S MISSION 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 EMPLOYMENT 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 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, IS 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. PART VI GOVERNANCE, MANAGEMENT, AND DISCLOSURE SECTION C: DISCLOSURE QUESTION 19 FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS MAY BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XI RECONCILIATION OF NET ASSETS Transfer From Exempt Parent 15,264,841 PART XII FINANCIAL STATEMENTS AND REPORTING QUESTION 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 ORGANIZATIONS IS PART OF, 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 31,2018. FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:DRUGS TOTAL EXPENSES:411919 PROGRAM SERVICES:411919 FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:LAUNDRY AND LINEN SERVICES TOTAL EXPENSES:206186 PROGRAM SERVICES:206186 FUNDRAISING: FORM 990 PART IX LINE 24 - OTHER EXPENSES DESCRIPTION:OTHER EXPENSES TOTAL EXPENSES:3076286 PROGRAM SERVICES:1983580 MANAGEMENT AND GENERAL:1092706 FUNDRAISING: UPMC SENIOR COMMUNITIES INC 600 GRANT STREET PITTSBURGH PA 15219 251574736 SR LIVING PA 501(C)(3) 10 UPMC true PITTSBURGH LIFETIME CARE COMMUNITY 600 GRANT STREET PITTSBURGH PA 15219 251335247 CCRC PA 501(C)(3) 10 UPMC SR COMM true CANTERBURY PLACE 600 GRANT STREET PITTSBURGH PA 15219 250965334 SR LIVING PA 501(C)(3) 10 UPMC SR COMM true SENECA PLACE 600 GRANT STREET PITTSBURGH PA 15219 721562844 SR LIVING PA 501(C)(3) 10 UPMC SR COMM true SHADYSIDE HOSPITAL SUPPORTING FOUNDATIO 600 GRANT STREET PITTSBURGH PA 15219 260303394 FOUNDATION PA 501(C)(3) 12(A) I UPMC true UPMC 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INC 620 HOWARD AVE ALTOONA PA 16601 251794386 HOLDING CO PA NA C LEXINGTON ONE INC 620 HOWARD AVE ALTOONA PA 16601 251468889 RENTAL PA NA C LEXINGTON TWO INC HOWARD AVE 7TH ST ALTOONA PA 16601 251555689 DME PA NA C LEXINGTON FOUR INC 620 HOWARD AVE ALTOONA PA 16601 251793736 HOLDING CO DE NA C UPMC ALTOONA REGIONAL HEALTH SERVICES 1414 9TH AVENUE ALTOONA PA 16602 251219302 PHYSICIAN SRV PA NA C LEXINGTON ANESTHESIA ASSOCIATES INC 620 HOWARD AVE ALTOONA PA 16601 251897765 PHYSICIAN SRV PA NA C MEDCPU INC 100 WALL STREET SUITE 2202 NEW YORK NY 10005 383805381 SOFTWARE DEVE DE NA C UPMC EXCESS PL TRUST 600 GRANT STREET PITTSBURGH PA 15219 826254351 TRUST PA NA TRUST RXANTE INC 511 CONGRESS STREET 803 PORTLAND ME 04101 454040219 MEDICATION MG DE NA C J HEALTH VENTURES INC 1211 WILIMINGTON AVENUE NEW CASTLE PA 16105 251607893 INACTIVE PA NA C SUSQUEHANNA VENTURES INC 1201 GRAMPIAN BOULEVARD WILLIAMSPORT PA 17701 232470623 PHARMACY PA NA C TYOGA CARENET 114 EAST AVENUE WELLSBORO PA 16901 251810967 INACTIVE PA NA C WCA SERVICE CORPORATION INC 207 FOOTE AVENUE JAMESTOWN NY 14701 161151438 SUPPORT NY NA C ITTCCO I INC 600 GRANT STREET PITTSBURGH PA 15219 822590699 INACTIVE DE NA C ITTCCO II INC 600 GRANT STREET PITTSBURGH PA 15219 822597388 INACTIVE DE NA C PINNACLE HEALTH CARDIOVASCULAR INSTITUT 409 SOUTH SECOND STREET HARRISBURG PA 17104 320321362 PHYSICIAN SRV PA NA C HANOVER HEALTH CORPORATION 300 HIGHLAND AVENUE HANOVER PA 17331 900498067 HOLDING CO PA NA C HANOVER APOTHECARY INC 310 STOCK STREET SUITE 1 HANOVER PA 17331 030594526 PHARMACY PA NA C UNITED CENTRAL PA RECIPROCAL RISK RETEN 76 SAINT PAUL STREET SUITE 500 BURLINGTON VT 05401 134224033 INSURANCE VT NA C PINNACLE HEALTH VENTURES INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 611677624 HOLDING CO PA NA C PINNACLE HEALTH IMAGING INC 409 SOUTH SECOND STREET HARRISBURG PA 17104 231718571 IMAGING SVC PA NA C COLE CARE INC 1001 EAST 2ND STREET COUDERSPORT PA 16915 251497347 DME PA NA C UPMC ITALY HEALTH SERVICES SRL VIA DISCESA DEI GIUDICI 4 PALERMO IT 90133 HEALTH SVC IT NA C UPMC INVESTMENTS LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI HOLDING CO EI NA C UPMC PROPERTY LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY EI NA C UPMC PROPERTY II LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY EI NA C EURO CARE INFRASTRUCTURE LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY MGMT EI NA C EURO CARE PROPERTY MANAGEMENT LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI PROPERTY MGMT EI NA C EURO CARE HEALTHCARE LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI HOSPITAL EI NA C WATERFORD ONCOLOGY ASSOCIATES LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD EI ONCOLOGY SVC EI NA C UPMC CANCER CENTERS IRELAND LIMITED 6TH FLOOR BEACON HOSPITAL SANDYFORD EI DUBLIN 18 CANCER TREATM EI NA C PANTHER REINSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981402742 INSURANCE CJ NA C FORBES REINSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981400710 INSURANCE CJ NA C CATHEDRAL (RE) INSURANCE CO PO BOX 1109 GRAND CAYMAN CAYMAN ISLANDS CJ 981400837 INSURANCE CJ NA C UPMC IRELAND LIMITED 6TH FLOOR BEACON HOSPITAL SANDYFORD EI DUBLIN 18 HEALTHCARE SU EI NA C UPMC CANADA TECHNOLOGIES LIMITED 600 GRANT STREET PITTSBURGH PA 15219 SOFTWARE CA NA C SUSQUEHANNA HEALTH SYSTEM INSURANCE NET PO BOX 1159 CAYMAN ISLANDS CJ INSURANCE CJ NA C UNITED HEALTH RISK LTD PO BOX HM 2450 HAMILTON BD INSURANCE BD NA C UPMC UNITED KINGDOM LTD C/O NAIRCO 11TH FLOOR WHITEFRIARS LEWINS MEAD BRISTOL UK BS1 2NT 980571026 SOFTWARE LICE UK NA C BLUESPHERE BIO 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 824979766 IMMUNOTHERAPY DE NA C INFECTIOUS DISEASE CONNECT INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 833311071 TELEMEDICINE DE NA C HUMONIC INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 834005420 BIOPHARM DE NA C TTMS INC 6425 PENN AVENUE STE 200 PITTSBURGH PA 15206 825443222 IMMUNOTHERAPY DE NA C UPMC HILLMAN CANCER CENTER - PINNACLE 101 ERFORD ROAD CAMP HILL PA 17701 833640945 CANCER TREATM PA NA C SHANGHAI UPMC CO LTD 288 Shimen 1st Road Jingan Distric Shanghai CH 200041 HEALTHCARE MGMT CH NA C SALVADOR MUNDI INTERNATIONAL HOSPITAL ROMA VIALE DELLE MURA GIANICOLENSI IT CAP 00152 HOSPITAL IT NA C SOMERSET ANESTHESIA INC 600 GRANT STREET PITTSBURGH PA 15219 455135437 PHYSICIAN SRV PA NA C SOMERSET MANAGEMENT SERVICES INC 600 GRANT STREET PITTSBURGH PA 15219 251512960 MOB OWNERSHIP PA NA C false false false false false false false false false true false true true true false false false true false Susquehanna Physician Services j 104224 Cost UPMC r 24836000 Cost Form 990, Schedule R, Part II, III, & IV The entities marked with an asterisk are not technically "related parties", as defined by the IRS Form 990 instructions,. Of the filing organization. However, they are listed on Schedule R to reflect that they are part of the UPMC system of entities, as they all share UPMC as the ultimate parent. SCHEDULE R - RELATED ORGANIZATIONS AND UNRELATED PARTNERSHIPS THERE ARE ORGANIZATIONS INCLUDED IN THE UPMC GROUP FORM 990 TAX RETURN FOR FISCAL YEAR 2019 WHICH ARE "RELATED" TO UPMC SUSUQUEHANNA LOCK HAVEN (SEE PRIOR NOTE).THESE ORGANIZATIONS ARE NOT REQUIRED TO BE LISTED IN SCHEDULE R.