2016-05-06T07:57:33-07:00 2015-06-30 990 2014-07-01 231352155 UPMC Altoona UPMC 8148894101 620 Howard Avenue Altoona PA 16601 Mario Wilfong Chief Financial Officer 8148894101 2016-05-12 2014 2016-08-17 19:52:53Z Gerald Murray 620 Howard Avenue Altoona PA 16601 394022501 0 X http://www.altoonaregional.org X 1942 PA UPMC Altoona's mission is to serve our community by providing outstanding patient care and to shape tomorrow's health system through clinical and technological innovations, research and education. 19 18 2968 600 91967 11953 768585 723401 383880962 393040367 -110815 27169 8600557 231564 393139289 394022501 0 678565 0 0 180905542 193356444 0 0 0 197231091 174469194 378136633 368504203 15002656 25518298 458843732 388975074 505648490 243883888 -46804758 145091186 UPMC Altoona's mission is to serve our community by providing outstanding patient care and to shape tomorrow's health system through clinical and technological innovations, research and education. 0 0 303230646 0 393040367 On January 1, 1886, Altoona opened a 30-bed, two-story wooden structure and admitted 113 patients in its first year. The opening of the hospital was driven by the need of the Pennsylvania Railroad and the residents of the growing territory of Blair County. The railroad donated the land that was close to the rail lines which was a convenience for transporting injured railroad workers.UPMC Altoona is currently a 376-bed hospital serving primarily the more than 20 counties throughout Central Pennsylvania. It maintains a Level II Adult Trauma Center, providing comprehensive care for the most severely injured. UPMC Altoona cares for the behavioral health of the region through a 34-bed inpatient facility and offers outpatient therapy, including a 24-hour crisis center, school programs, and family-based drug and alcohol treatment. UPMC Altoona's medical mall brings outpatient services closer to patients by providing state-of-the-art diagnostic neurology testing, digital mammography, as well as comprehensive rehabilitation services.UPMC Altoona is committed to its mission of providing exceptional health care to all in need, regardless of ability to pay. It provided charity care and other uncompensated care, including Medicaid and Medicare shortfalls, at a cost of over $30,000,000 in the fiscal year ended June 30, 2015. UPMC Altoona also provided services to the community through free or low-cost outreach programs targeted at patients, patients' families, and the community. UPMC Altoona provides meeting space to various groups including the Alzheimer's Support Group, Parkinson's Support Group, Bariatric Support Group, Depression and Bipolar Support, and the Caregiver's Support Group. All of these programs and support, including direct donations, have assisted thousands of people in the community with the cost of almost $20,000,000 borne by the hospital in the fiscal year ended June 30, 2015. UPMC Altoona also funded schools of health professions and medical residency programs as well as medical research at a combined cost of $2,800,000 in fiscal year 2015.During fiscal year 2015, Altoona had 17,732 inpatient admissions which contributed to 82,862 inpatient days. There were 68,843 emergency department visits, and Altoona performed over 14,000 surgeries. UPMC Altoona had a total of 371,925 outpatient visits during fiscal year 2015. Of the patients that Altoona serves, 69% are participants in the federal Medicare and state Medicaid programs.UPMC Altoona works with other hospitals in Blair County and more than 40 community agencies and organizations to implement community health programs, supports Let's Move Blair County, which promotes obesity prevention in children and families, and helps promote employee health at area businesses by performing screenings and providing information at their health and wellness fairs.UPMC Altoona provides support for local food banks, homeless shelters, and domestic abuse shelters, and their Healthy Living Club provides community education programs to help people lead healthier lives, with topics such as stroke awareness, child safety, and good nutrition.Free medications are distributed by UPMC Altoona to patients upon discharge who lack the resources or insurance coverage to the cover the costs of medications or copays as well as to patients at the free medical clinic. UPMC Altoona provided free cab rides to outpatients from the Community Crisis Center and inpatient Behavioral Health Unit to the patients' homes or residential facilities. 0 0 0 303230646 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 1 247 0 1 2968 1 1 1 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X Mario Wilfong UPMC Altoona 8148894100 620 Howard Avenue Altoona PA 166024899 Robert Halbritter Chairperson 1 0 X 0 0 0 Robert Montler Director 1 0 X 0 0 0 James Drenning Director 1 0 X 0 0 0 Donald Devorris Director 1 0 X 0 0 0 Robert E Wertz MD Director 1 0 X 0 0 0 R Samuel Magee MD Director 1 0 X 7463 0 0 Ann Benzel Secretary 1 0 X 0 0 0 Bruce Erb Director 1 0 X 0 0 0 J Grant Hormell MD Director 1 0 X 0 0 0 Karen Pfeffer Director 1 0 X 0 0 0 Monsignor Michael Servinsky Director 1 0 X 0 0 0 Bernard Creppage Director 1 0 X 0 0 0 Leslie Davis Director 1 0 X 0 0 0 David Farner Director 1 0 X 0 0 0 Christopher Gessner Director 1 0 X 0 0 0 Richard Hamilton Director 1 0 X 0 0 0 Marshall Webster MD Director 1 0 X 0 0 0 The Honorable Lisa Pupo Lenihan Director 1 0 X 0 0 0 John Blackburn III Director 1 0 X 0 0 0 Gerald E Murray President/CEO 50 0 X 747714 0 57005 Ronald J McConnell Chief Operating Officer 50 0 X 471896 0 51464 Linnane Batzel MD Senior Vice President 50 0 X 431532 0 33600 Clayton Rickens Sr VP of Nursing 50 0 X 270747 0 39329 Dale Fuller Chief Information Officer 50 0 X 271282 0 54206 Matthew P Bouchard MD ER Physician 50 0 X 576222 0 51414 Adam Blescia MD ER Physician 50 0 X 415098 0 32910 Joseph Antonowicz MD MH Medical Director 50 0 X 287020 0 39231 Matthew Murphy MD ER Physician 50 0 X 398096 0 28561 Shaun Sheehan MD ER Physician 50 0 X 560252 0 16411 Betsy Kreuz Former Chief Financial Officer 0 0 X 205351 0 51413 4642673 0 455544 96 1 1 0 Lexington Surgical Associates 620 Howard Avenue Suite 3F Altoona PA 16601 Trauma Services 1493713 Blair County Anesthesia 1701 12th Ave Suite G2 Altoona PA 16601 Anesthesia Services 1658324 Mayo Collaborative Services PO BOX 9146 MINNEAPOLIS MN 55480 Laboratory Services 1799732 Weatherby Locums Inc PO Box 972633 Dallas TX 75397 Healthcare Staffing 1591608 Allegheny Healthcare Staffing Inc 501 Howard Avenue Suite C-103 Altoona PA 16601 Healthcare Staffing 4554696 43 0 0 0 0 530680 192721 0 723401 Inpatient Revenue 622000 197415362 197415362 0 0 Outpatient Revenue 622000 176668688 176668688 0 0 Physician Office Visit Revenue 621110 13583816 13583816 0 0 County Contract Revenue 900099 1518415 1518415 0 0 Meaningful Use Revenue 900099 912043 912043 0 0 2942043 2850076 91967 0 393040367 27169 0 0 27169 0 0 0 0 0 0 0 0 231564 0 0 0 231564 0 231564 231564 0 0 0 0 0 0 0 0 0 0 394022501 393179964 91967 27169 678565 678565 2193171 0 2193171 0 149307733 134529165 14778568 0 6371942 3699291 2672651 0 26162479 11816952 14345527 0 9321119 8401956 919163 0 150475 147150 3325 0 245185 5600 239585 0 67690 7690 60000 0 0 0 0 0 0 0 0 0 2711980 2580056 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0 1 X 0 0 Schedule H, Part V, Section B, Line 5-UPMC Altoona UPMC Altoona is a member of the Healthy Blair County Coalition (http://healthblaircountycoalition.org) (HBCC) which is an organization comprised of 75 community member organizations including: the 3 acute care hospitals in Blair County , United Way, senior service organizations, schools districts, county government, drug & alcohol organizations, social service organizations, colleges and universities, human service providers, economic development agencies, PA Office of Rural Health, and the PA Department of Health - Altoona Office. The HBCC, of which UPMC Altoona is a member, as are the other two county acute care hospitals, conducted its most recent Community Health Needs Assessment (CHNA) in July - October 2012. All of the members of the HBCC collaborated to conduct the CHNA of Blair County. The input vehicles used by the HBCC to conduct its CHNA include: 1. A random household survey mailed to 3,000 households in Blair County and distributed to 4 community groups: Child Advocates of Blair county/Head Start Program, Family Resource Center, ARHS Healthy Living Club, and Home Nursing Agency. A total of 692 surveys were returned. 2. A Key Informant Survey was mailed out to state, county, and local government officials, police chiefs, school superintendents, human resource directors for major employers, and others) with 39 surveys completed and returned. 3. A service provider survey was sent to 72 county service providers with 30 surveys completed and returned. 4. An association survey was sent to 60 associations, with 12 competed and returned. 5. Faith Based Surveys: were sent to 200 faith-based organizations with 27 surveys completed and returns. 6. Labor Council Surveys were sent to 17 local labor councils with 11 completed and returned. 7. Healthcare Provider Interviews were conducted with 24 healthcare providers including: * Donna Kensinger, Home Nursing Agency * Mark Chuff, Administrative Director, ARHS Behavioral Health * Amy Marten-Shanafelt, Blair Health Choices * Matt Eckley, Primary Health Network * Jon Wolf, Pyramid Healthcare * Dr. Jack Schocker, President, ARHS Medical Staff * Dr. Kishor Patel, President, Tyrone Medical Staff * Dr. Simon Lampard, Director of Trauma Services, ARHs * Dr. Robert Sullivan, Infectious Disease Specialist * Dr. Kathleen Sweeney, Primary Care Physician, Altoona Family Physicians * Donna Gibbs, Grane Hospice * Kim Kranz, Home Nursing Agency Hospice * Bill Thompson, Jr. Pharmacist * Dr. Jason Link, Dentist * Julie Patton, Tyrone School Nurse * Dr. Antonowicz, Psychiatrist, ARHS Behavioral Health * Suzanne Snyder, PA Dept. of Health Office, Altoona * Dr. Fred Petrunak, Optometrist * Dr. Zane Gates, Primary Care Physician and Free Clinic * Dr. John Littlejohn, OB/GYN * Dr. Bumgardner, Discovery Methadone Clinic * David Duncan, Ph.D., President - Blair Medical Associates * Scott Filler, CEO HealthSouth Rehab Hospital of Altoona * Dana Shade, Community Health Educator, ARHS 8. Youth Focus Group: a youth focus group was held and 13 youths ages: 12 - 20 attended and provided input regarding community needs. By utilizing these 8 input vehicles, the HBCC solicited input from representatives from the community served the UPMC Altoona. In addition input from members of the community, the HBCC obtained input from: state and local government; service providers, associations, labor councils, healthcare providers, businesses, economic development, and faith-based organizations. In these ways UPMC Altoona took into account input from person who represent the board interests of the community served by UPMC Altoona. Schedule H, Part V, Section B, Line 6a-UPMC Altoona UPMC Altoona hospital's CHNA was conducted with the two other acute care hospitals in Blair County: Nason Hospital and Tyrone Hospital. Schedule H, Part V, Section B, Line 6b-UPMC Altoona UPMC Altoona is part of the Healthy Blair County Coalition. The Coalition is a community partnership of organizations that cooperate to conduct the community health needs assessment of Blair County. The CHNA is conducted by the Healthy Blair County Coalition Steering Committee who is comprised of the following: UPMC Altoona; Nason Hospital; Tyrone Hospital; Partnering for Health Services; Pennsylvania Office of Rural Health; Altoona Family Physicians; Community Action Agency; Blair County Department of Social Services; Family Services, Inc.; Operation Our Town; Penn State Altoona; Blair Health Choices; Altoona Blair County Development Corporation; Blair Drug and Alcohol Partnerships; United Way of Blair county; Altoona Area School District; and Sheetz, Inc. Schedule H, Part V, Section B, Line 11-UPMC Altoona The Hospital (UPMC Altoona) did not meet all of the needs identified in the Community Health Needs Assessment (CHNA) it conducted in collaboration with the Health Blair County Coalition (HBCC). The CHNA that was conducted: July - October 2012 identified the following 31 community needs, all of which impact and individuals/family's health and in turn the community's health, which are grouped by category: * Economics: Unemployment/Underemployment, Poverty, Lack of Jobs. * Education: children being adequately educated, unsafe school environment, bullying/harassment, use/availability of drugs. * Environmental: water and air pollution, noise pollution. * Health: alcohol/drug abuse, smoking and tobacco, adults with mental illness/emotional issues, children with mental health or emotional issues, lack of affordable medical care, HIV/AIDS, diabetes, and obesity. * Housing: shortage of affordable housing, substandard housing, overcrowded housing. * Leisure Activities: shortage of recreational facilities, lack of cultural activities. * Safety: crime, gangs. * Social: teen pregnancy, racial or ethnic intimidation, family violence, gambling, and lack of affordable daycare for children. * Transportation: inadequate public transportation, poor roads and traffic conditions. Following a needs prioritization process and evaluation, the HBCC chose to develop strategies to address the following top priority needs identified: Strategy 1: Promote a Healthy Lifestyle (to address: obesity, diabetes and encourage a healthy lifestyle) Strategy 2: Alcohol and Other Substance Abuse (to address alcohol/drug abuse) Strategy 3: Mental Health Needs of Children/Adolescents (to address (to address children with mental health or emotional issues) Strategy 4: Smoking/Tobacco (to address smoking and tobacco use) UPMC Altoona has chosen, in partnership with the HBCC, to address the following community needs: 1. Promote a healthy lifestyle: to address obesity, physical inactivity, and diabetes. 2. Mental health needs of children and adolescents. The other 2 community hospitals and the remaining 47 other community partners that are part of the HBCC are addressing some of the other 31 issues identified above. However neither UPMC Altoona - as a single community hospital, nor the HBCC with 75 community members, has sufficient financial and human resources to meet all of the 31 identified community needs. Many of these needs, which are common in many communities, are significant and are such that society has been working long term to address. However UPMC Altoona has committed resources and efforts, and is working with other community partners, to meet its above identified needs. UPMC Altoona, in partnership with the HBCC, has developed strategies to address its identified community health needs. Although the hospital is not able to address all of the needs identified in Blair County, UPMC Altoona is addressing the identified needs, which will result in healthier individual and families, which will in turn result in an overall healthier community. HBCC Work Group Accomplishments: As part of the implementation strategy to address the county needs identified, the Healthy Blair County Coalition for the following work groups: Healthy Lifestyle, Alcohol and Other Drug Abuse, Mental Health needs of Children and Adolescents, Poverty, and Tobacco-Free Community. The following is a summary of the accomplishments of each work group to date: 1. Healthy Lifestyle: * Adopted the national Let's Move Initiative and held a launch event in 5 communities. Over 380 participants and over 85 volunteers participated in educational and physical activities with the overall message of eating healthy, getting active, and having fun. * The Blair County Commissioners passed a resolution endorsing the Healthy Blair County Coalition concept and supported Blair County becoming a Let's Move Cities, Towns, and Counties site. * In collaboration with the Blair County Chamber of Commerce, a Workplace Wellness Committee hosted two Wake to Wellness events. * A Fuel Up to Play 60 training program was held for local school districts with 27 participants. * A Let's Move Blair county Facebook page has been sharing tips for healthy eating and getting active, including posting events and activities. The address is: facebook.com/letsmoveblaircounty. 2. Alcohol and Other Drug Abuse: * Under the leadership of the Blair County Drug and Alcohol Partnership, a $100,793 grant was secured to partner with two medical clinics (Altoona Family Physicians Residency Program - which is part of UPMC Altoona, and Partnering for Health Services for training and implementation of the evidence-based SBIRT process. This process screens patients for substance abuse as part of routine health care * A protocol was developed for healthcare providers to better understand the drug and alcohol system/resource in Blair County. 3. Mental Health Needs of Children and Adolescents * The Work Group gathered data to better understand the services available to identify, intervene, and provide treatment to children and adolescents within the county. Part of the work group mission is to explore unmet needs and work toward establishing or enhancing programs and services to more effectively serve children and families. 4. Poverty * In cooperation with other community partners, the Bridges Network sponsored and/or assisted with 5 poverty simulations in Blair, Bedford, and Cambria counties. * Members of the work group have worked with and/or expanded programs that provide resources to low-income students at the elementary, secondary, and higher education levels. * Assisted in developing a Fuel Bank Program to more efficiently provide financial assistance to low-income individuals and families. * Bridges Out of Poverty training is available to interested community organizations. * 5. Tobacco-Free Community * The work group developed and distributed a webinar in order to provide information and resources for businesses and organization on how to become 100% tobacco-free workplaces. * The work group conducted a meeting with career services personnel and guidance counselors then developed a second webinar. The purpose was to educate students on issues related to seeking employment in companies that are currently or will be tobacco-free workplaces. In collaboration with the Blair County Drug and Alcohol Partnership, local hospitals, businesses, and other organizations, smoking cessation educational programs have been conducted. Some of the significant community health needs identified in the most recent CHNA are beyond the scope and resources of UPMC Altoona and all of the community partners who are part of the Healthy Blair County Coalition. For example: poverty was identified as a significant community need which may directly impact the health of an individual or family and the HBCC formed a work group to address the issue of poverty - the Poverty Work Group which implemented the Bridges out of Poverty program to address poverty in Blair County. However the issue of poverty remain a significant issue which impact the health of individuals in Blair county. Also other issues, identified in the top 25 community challenge issues, identified in the most recent CHNA which are beyond the resource of UPMC Altoona and the HBCC to address include: lack of jobs, unemployment/underemployment, crime, lack of cultural activities, shortage of recreational facilities, shortage of affordable housing, poor roads and/or traffic conditions, substandard housing, inadequate public transportation, ;lack of affordable care for children, gangs, water or air pollution, and race or ethical discrimination. 9 Altoona Family Physicians 501 Howard Avenue Altoona PA 16601 Physician Services UPMC Altoona Women's Health and Wellness Center 501 Howard Avenue Altoona PA 16601 Outpatient Services UPMC Altoona Pregnancy Care Center 501 Howard Avenue Altoona PA 16601 Outpatient Services Williamsburg Family Physicians 306 Plum Street Williamsburg PA 16693 Physician Services UPMC Altoona Station Medical Center 1516 9th Avenue Altoona PA 16602 Outpatient Services UPMC Altoona-Huntingdon Family Practice 9498 William Penn Highway Altoona PA 16652 Physician Services UPMC Altoona Huntingdon Healthcare 814 Washington Street Huntingdon PA 16652 Outpatient Services UPMC Altoona Huntingdon Healthcare 846 Medical Center Drive Alexander PA 16611 Outpatient Services UPMC Altoona Surgery 800 Howard Avenue Altoona PA 16601 Outpatient Services Schedule H, 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 below 200% 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 or equal to 200% and less than or equal to 400% of the federal poverty guidelines, the patient is eligible for a reduced charity care. There will be an 85% reduction in the patient bill. The discounted charity care scale is listed below: F/S= Family Size 2014 Financial Assistance Income Guidelines F/S FINANCIAL 100% PATIENT 0% FINANCIAL 85% PATIENT 15% ASSISTANCE ASSISTANCE 1 $23,340 $46,680 2 $31,460 $62,920 3 $39,580 $79,160 4 $47,700 $95,400 5 $55,820 $111,640 6 $63,940 $127,880 7 $72,060 $144,120 8 $80,180 $160,360 + $8,120 $16,240 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. The patient will be liable to pay 15% of their calculated income towards their medical bill or the reduced amount whichever is less. 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 15% of their calculated income 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. Schedule H, Part I, Line 6a UPMC Altoona prepares an annual community benefits report. It is posted to and available to the public via the website WWW.UPMC.COM. Schedule H, 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." Schedule H, Part I, Line 7, Column f The total expense reported on Form 990 Part IX Line 25 Column A includes bad debt expense of $24,857,967. 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 net of bad debt Schedule H, Part III, Section A, Line 4 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". The organization's bad debt expense consists solely of self-pay patients accounts deemed uncollectable. It is UPMC Altoona'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 as 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. UPMC Altoona reclassifies bad debt accounts as charity care by utilizing a predictive model 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; " Eliminate 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 Altoona 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's 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. See UPMC's Consolidated Audited Financial Statements page 6. Schedule H, Part III, Section B, Line 8 The costing methodology used to determine the Medicare allowable costs of care 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." It is UPMC Altoona's contention that all amounts calculated to be shortfalls in reimbursement for services provided to Medicare patients are truly uncompensated care that should be stated in Part I Line 7 of 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. Schedule H, Part III, Section C, Line 9b UPMC Altoona 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. Schedule H, Part VI, Line 2 UPMC Altoona helped form and actively supports and participates in the Healthy Blair County Coalition (Coalition). The Coalition is comprised of over 75 community agencies, organizations, and services. The Coalition was formed in 2007 to conduct comprehensive community needs assessments, review and analyze data, formulate strategies to meet identified service gaps and needs, implement strategies to meet identified needs, and conduct subsequent post-implementation surveys to determine effectiveness of programs and services implemented. An assessment of the communities' healthcare needs are part of the initial and follow-up survey processes and involve a household survey, focus groups, and survey of local businesses, service providers, healthcare providers with special expertise and knowledge in helping to assess needs within our community. The most recent community needs assessment was conducted in FY 2012-13 and identified the following categories of community needs: Economics (unemployment/underemployment, poverty, lack of jobs); Education (children being adequately educated, unsafe school environment, bullying/harassment, use/availability of drugs); Environmental (water or air pollution, noise or other pollution); Health (alcohol and/or drug abuse, smoking and tobacco, adults with mental illness or emotional issues, children with mental health or emotional issues, lack of affordable medical care, HIV/AIDS, diabetes, obesity); Housing (shortage of affordable housing, substandard housing, overcrowded housing); Leisure Activities (shortage of recreational facilities, lack of cultural activities); Safety (crime, gangs); Social (teen pregnancy, racial or ethnic intimidation, family violence, gambling, lack of affordable daycare for children) and Transportation (inadequate public transportation, poor road and/or traffic conditions). From this total list of identified community needs, the Health Blair County Coalition Steering Committee, of which UPMC Altoona is a member, identified four areas of need to be addressed by the Coalition, although other identified needs are also being addressed by others in the community, 1. Obesity/physical activity/diabetes, 2. Alcohol and other substance abuse, 3. Mental health needs of children /adolescents, and Smoking/tobacco. Of these priority needs, UPMC Altoona is specifically addressing: obesity, diabetes Promote a Healthy Lifestyle), and the mental health needs of children/adolescents. Schedule H, Part VI, Line 3 UPMC Altoona 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. Schedule H, Part VI, Line 4 UPMC Altoona serves approximately 330,000 individuals in central Pennsylvania. This service area encompasses all of Blair County and portions of the following 6 contiguous counties: Bedford, Cambria, Centre, Clearfield, Fulton, and Huntingdon counties. Approximately 16.2% of the service area population is age 65+, 16.5% of the population are eligible for medical assistance, and 14.8% of the population has income below the poverty level. The cost of living is low compared to national averages, the public educational system is outstanding, and there is an abundance of local colleges and universities. Within the service area there are Medically Underserved Area(s)/Medically Underserved Populations (MUA/MUP) as well as Health professional Shortage Area(s) (HPSAs). Within the service area there are 2 additional, smaller (25 - 50 bed) community hospitals that provide routine, primary care, services to their respective communities. These hospitals refer higher acuity patients to UPMC Altoona, as it is a 400-bed, regional health care system which provide regional/tertiary care services. Schedule H, Part VI, Line 5 UPMC Altoona promotes the health of the community in the following ways: a) by providing an open medical staff to enable credentialed physician to provide care to patients in our community; b) the entire health system is governed by a voluntary (non-paid) board of directors comprised of members of the community; c) providing programs and services to help all people lead safer, healthier, happier lives and to care for them in times of crisis. For example: i. community education classes such as the Safe Sitter child-care courses, many programs by physicians on dealing with various conditions and disease, as well as on achieving and maintaining better health for example: free child safety-seat check-ups; ii. Support groups that help people deal with Alzheimer's disease, stroke, cancer, diabetes, grief, mental health issues, and caring for ill loved ones; iii. Self-help programs, such as classes on exercise, nutrition, and quitting smoking; iv. Screenings for osteoporosis, depression, high blood pressure, hepatitis, stroke, heart disease, and colon cancer; v. Free health care for people with no insurance or not enough insurance through Partnering for Health Services Medical Clinic. d) By providing educational and training programs to prepare future health care professionals to serve our community. The health system supports the Altoona Family Physician residency program and local universities and colleges in the training of nurses and other health professionals. e) UPMC Altoona supports people and groups in the community: in additional to contributing to events and organizations that improve the community's health, UPMC Altoona allows them to use our meeting rooms, supplies and parking areas. UPMC Altoona staff donate food to local food banks, provide assistance to important community services like the homeless shelter, domestic abuse shelter, CONTACT Altoona (referral service to those in need). Some of the events we sponsor include the Blair Unit of the American Cancer Society's events and we provide free emergency care at local events. Schedule H, Part VI, Line 6 UPMC Altoona is, as defined in the instructions, an affiliated health care system as it includes affiliates under common control that cooperate in providing health care services to our community. The entire health care system is comprised of: an acute care hospital that provide routine, primary care services as well as regional/tertiary care services; physician practices, a free medical and dental clinic, and a non-profit foundation. These entities provide care to thousands of members of our community every year and include: over 20,000 hospital inpatients, over 400,000 hospital outpatient visits, over 400,000 physician office visits. The system employs over 3,000 staff the hospital medical staff is comprised of over 400 physicians. The system provides care to over a service area comprised of 330,000 residents of central Pennsylvania including: Blair, Bedford, Cambria, Centre, Clearfield, and Huntingdon counties. The hospital is a PA Trauma System designated level 2 trauma center and provides care to residents of an 18-county service area comprised of approximately 1,000,000 residents. As described in other sections, UPMC Altoona, and its affiliates, are actively involved and provide leadership to the Health Blair County Coalition, our Community Health Needs Assessment Partnership and are implementing strategies to improve the health of our community. The system positively impact the health of our community in many ways including: Providing the Region with Clinical Excellence: * UPMC Altoona maintains a Level 2 adult trauma center, providing comprehensive care for the most severely injured. * UPMC Altoona cares for the behavioral health of the region through a 34-bed inpatient unit. The hospital also offers outpatient therapy, including a 24-hour crisis center, school programs, and family-based drug and alcohol treatment. * Through the hospital's relationship with Children's Hospital of Pittsburgh of UPMC, Children's Community Pediatrics - the largest pediatric and adolescent care network in western Pennsylvania - expanded to Altoona in 2013. Investing to Improve Access to Quality Care: * UPMC Altoona's medical mall brings outpatient services closer to patients by providing state-of-the-art diagnostic neurology testing, digital mammography, as well as comprehensive rehabilitation services. * The hospital enhanced access to behavioral health services by renovating a former state-owned mental health facility near the hospital. The new site houses behavioral health services for both inpatients and outpatients, along with wound care services and space for classrooms for community programs. * UPMC Altoona has doubled the size of its Emergency Department, added 80 inpatient beds to the hospital and invested $2.3 million in a state-of-the-art operating room primarily used for complex neurosurgery cases. Promoting Healthy Lifestyles through Partnership with Community organizations: * Through its partnership with the Health Blair County Coalition, UPMC Altoona works with other hospitals in Blair County - and more than 60 community agencies and organizations - to improve community health. * The hospital supports Let's Move Blair County, which promotes obesity prevention in children and families throughout the county. * UPMC Altoona helps promote employee health at area businesses by performing screenings and providing information at their health and wellness fairs. Contributing Time and Resources to the Community: * UPMC Altoona provides generous support for local food banks, homeless shelters, and domestic abuse shelters. * The hospitals' Healthy Living Club, with membership of nearly 20,000 provides community education programs to help people lead healthier lives, with such topics as stroke awareness, child safety, and good nutrition. Schedule H, Part VI, Line 7 Pennsylvania 1 Altoona Area School District 5th Avenue and 15th Street Altoona PA 16602 251578040 Government 282360 0 n/a n/a Pilots City of Altoona 3900 Industrial Park Drive Number 12 Altoona PA 16602 251515053 Government 215150 0 n/a n/a Pilots County of Blair 423 Allegheny Street Hollidaysburg PA 16648 236003045 Government 119431 0 n/a n/a Pilots Operation Our Town 5508 Rear 6th Avenue Altoona PA 16602 205679618 501(c)3 11000 0 n/a n/a Charitable Contributions SouthCentral PA AHEC 2056 Plank Road Carrolltown PA 15722 232901104 501(c)3 6000 0 n/a n/a Charitable Contributions Labor Specialties Inc 195 Rossman Road Tyrone PA 16686 251643115 n/a 5358 0 n/a n/a Charitable Contributions New Look Uniform Shop 800 S 20th Street Altoona PA 16602 811046689 n/a 5034 0 n/a n/a Charitable Contributions 19 40 Schedule I, Part I, Line 2 The origination follows up with grant recipients within 6 months and requires that they substantiate with invoices the amount that was spent. X X X 0 0 0 0 0 0 0 1 0 Gerald E Murray President/CEO 440214 0 307500 0 0 0 40500 0 16505 0 804719 0 1084942 0 Betsy Kreuz Former Chief Financial Officer 149517 0 55834 0 0 0 35000 0 16413 0 256764 0 174285 0 Ronald J McConnell Chief Operating Officer 314229 0 157667 0 0 0 35000 0 16464 0 523360 0 515372 0 Linnane Batzel MD Senior Vice President 313032 0 118500 0 0 0 17134 0 16466 0 465132 0 499797 0 Clayton Rickens Sr VP of Nursing 196747 0 74000 0 0 0 22900 0 16429 0 310076 0 289464 0 Matthew P Bouchard MD ER Physician 473343 0 102879 0 0 0 35000 0 16414 0 627636 0 570109 0 Adam Blescia MD ER Physician 344528 0 70570 0 0 0 16500 0 16410 0 448008 0 389663 0 Joseph Antonowicz MD MH Medical Director 250317 0 36703 0 0 0 22842 0 16389 0 326251 0 0 0 Matthew Murphy MD ER Physician 306460 0 91636 0 0 0 12150 0 16411 0 426657 0 392261 0 Shaun Sheehan MD ER Physician 512341 0 47911 0 0 0 0 0 16411 0 576663 0 413510 0 Dale Fuller Chief Information Officer 199366 0 71916 0 0 0 40041 0 14165 0 325488 0 0 0 Schedule J, Part I, Line 7 UPMC Altoona 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 Altoona's mission and include: patient quality and satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others. Vickie Wertz Daughter of Board Member 118314 Compensation 0 Form 990, Part VI, Section A, Line 6 UPMC is the sole corporate member of UPMC Altoona. Form 990, Part VI, Section A, Line 7a UPMC is the sole member of UPMC Altoona and has the right to appoint 1/3 of the members of the Board of Directors of UPMC Altoona. Form 990, Part VI, Section A, Line 7b UPMC is the sole member of UPMC Altoona and has the right to appoint 1/3 of the members of the Board of Directors of UPMC Altoona. The Member shall have the power and authority to make decisions and implement actions involving the organization and other Altoona entities, their assets, programs, and services subject to certain limitations, as specified. Form 990, Part VI, Section B, Line 11b All Board members of UPMC Altoona were provided a full copy of the Form 990 prior to filing. Form 990, Part VI, Section B, Line 12c UPMC Altoona annually distributes to all officers, directors, and key employees, a Conflict of Interest Disclosure Statement which must be completed and returned. These Statements are reviewed to ensure compliance and potential conflicts are referred to the Corporate Compliance Officer. Form 990, Part VI, Section C, Line 19 UPMC Altoona has a public website: www.altoonareginal.org and its Board of Directors names, positions, and companies are provided on that website (About Us tab, then Board of Directors). With regard to governance, non-profit status, and community benefits provided, UPMC Altoona provides information for the community on its website: www.altoonaregional.org, specifically under: UPMC Altoona Community Benefits. This information may also be accessed at the UPMC website: http://www.upmc/com/about/Documents/Communty-committment/community-benefits-altoona-0914 Form 990, Part XI, Line 9 Transfer to exempt affiliate (21,914,612) Pension adjustment (44,812,000) UPMC Altoona Partnership for a Healthy Community 620 Howard Avenue Altoona PA 16601 251842308 medical and dental clinics PA 501c3 7 UPMC Altoona 1 UPMC Altoona Foundation 620 Howard Avenue Altoona PA 16601 550787040 Supporting organization PA 501c3 11c UPMC Altoona 1 Central Pennsylvania Medical Foundation 620 Howard Avenue Altoona PA 16601 251454709 Supporting Organization PA 501c3 11c UPMC Altoona 1 UPMC 600 Grant Street Pittsburgh PA 15219 251423657 Supporting organization PA 501c(3) 11c N/A 0 Lexington Mall Partners 620 Howard Avenue Altoona PA 16601 510459194 Real Estate PA N/A 0 0 0 0 0 Lexington Mall Holdings LLC 620 Howard Avenue Altoona PA 16601 270063014 Hold rehab investments PA N/A 0 0 0 0 0 0 Altoona Family Inc 2500 Seventh Avenue Altoona PA 16602 251444935 Property Rental PA N/A C 0 0 0 0 Lexington Holdings Inc 620 Howard Avenue Altoona PA 16601 251794386 Holding Company PA N/A C 0 0 0 0 Lexington Four Inc 620 Howard Avenue Altoona PA 16601 251793736 holding company PA N/A C 0 0 0 0 UPMC Altoona Regional Health Services Inc fka Blair Medical Associates Inc 1414 Ninth Avenue Altoona PA 16602 251219302 Physician Practices PA N/A C 0 0 0 0 Lexington Anesthesia Associates Inc 620 Howard Avenue Altoona PA 16601 251897765 CRNA practice PA N/A C 0 0 0 0 Lexington Orthopedic Associates Inc 620 Howard Avenue Altoona PA 16601 550874905 phyisican practice PA N/A C 0 0 0 0 Lexington Surgical Associates Inc 620 Howard Avenue Altoona PA 16601 233040538 physician practice PA N/A C 0 0 0 0 Mainline Medical Associates Inc 1400 Ninth Avenue Altoona PA 16601 251439055 physician practice PA N/A C 0 0 0 0 Northern Cambria Medical Center Inc 1106 Bingler Avenue Northern Cambria PA 15714 251793735 physician practice PA N/A C 0 0 0 0 Patton Family Medical Center Inc 142 E Carroll Street Carrolltown PA 15722 251793735 physican practice PA N/A C 0 0 0 0 Lexington Hospitalists Inc 620 Howard Avenue Altoona PA 16601 562584130 physician practice PA N/A C 0 0 0 0 Lexington One Inc 620 Howard Avenue Altoona PA 16601 251468889 Real Estate PA N/A C 0 0 0 0 Lexington Two Inc 620 Howard AVenue Altoona PA 16601 251555689 Durable Medical Equipment PA N/A C 0 0 0 0 Lexington Radiology Inc 620 Howard Avenue Altoona PA 16601 271440673 physician practice PA N/A C 0 0 0 0 Allegheny Healthcare Staffing Inc 620 Howard Avenue Altoona PA 16601 271657362 healthcare staffing company PA N/A C 0 0 0 0 Friends of Altoona Regional Health System 620 Howard Avenue Altoona PA 16601 251225734 Supporting Organization PA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 Central Pennsylvania Medical Foundation b 2228971 Cost UPMC Altoona Partnership for a Healthy Community o 206561 Payroll UPMC r 19182324 General Ledger