UPMC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UPMC (EIN 25-1778658)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201221359349303092
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T12:26:18-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 200 221 W PHILADELPHIA ST | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174012993 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251778658 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PINNACLE HEALTH SYSTEM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PINN | NameControl |
| Phone | 7172318245 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 SOUTH SECOND ST PO BOX 8700 | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 171058700 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM H PUGH | Name |
| Title | CFO | Title |
| Phone | 7172318245 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| Phone | 7178467000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM H PUGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 SOUTH SECOND ST PO BOX 8700 | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 171058700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 90888068 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PINNACLEHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE MANAGEMENT AND CONSULTATIVE SERVICES TO AFFILIATED TAX-EXEMPT ENTITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 74 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 299249 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16511777 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16764467 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3740107 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4763261 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41269 | OtherRevenuePriorYear |
| Other Revenue Current Year | 56822 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20293153 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21883799 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11403220 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9868318 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5461147 | OtherExpensePriorYear |
| Other Expenses Current Year | 7566235 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16864367 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17434553 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3428786 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4449246 | RevenuesLessExpensesCY |
| Total Assets BOY | 138701363 | TotalAssetsBOY |
| Total Assets EOY | 175625922 | TotalAssetsEOY |
| Total Liabilities BOY | 4265916 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4221050 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 134435447 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 171404872 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PINNACLE HEALTH SYSTEM IS ENGAGED IN AND CONDUCTS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES THROUGH THE SUPPORT AND BENEFIT OF PINNACLE HEALTH FOUNDATION, AND PROVIDES MANAGEMENT AND CONSULTATIVE SERVICES TO AFFILIATED ENTITIES THAT QUALIFY FOR FEDERAL INCOME TAX EXEMPTION UNDER CODE SECTION 501(C)(3).PINNACLE HEALTH SYSTEM IS DEDICATED TO THE HEALTH AND WELL-BEING OF THE PEOPLE WE SERVE AND MAKES A CONCERTED EFFORT TO ESTABLISH ENDURING BONDS BETWEEN THE HEALTH SYSTEM AND THE COMMUNITY. PINNACLE HEALTH SYSTEM OFFERS AN ARRAY OF COMMUNITY SERVICES AND PROGRAMS TO IMPROVE HEALTH AWARENESS AMONG COMMUNITY GROUPS AND ORGANIZATIONS, PROVIDE OPTIMAL AND TIMELY CARE AND TREATMENT FOR TARGET POPULATIONS AND TO ADDRESS DIVERSE COMMUNITY NEEDS. PINNACLE HEALTH PROVIDES VARIOUS TRAINING PROGRAMS AND TRACKS AND EVALUATES THE IMPACT OF ITS SERVICES AND PROGRAMS ON THE OVERALL HEALTH OF THE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13067261 | Expense |
| Revenue | 16764467 | Revenue |
| Description | PINNACLE HEALTH SYSTEM IS ENGAGED IN AND CONDUCTS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES THROUGH THE SUPPORT AND BENEFIT OF PINNACLE HEALTH FOUNDATION, AND PROVIDES MANAGEMENT AND CONSULTATIVE SERVICES TO AFFILIATED ENTITIES THAT QUALIFY FOR FEDERAL INCOME TAX EXEMPTION UNDER CODE SECTION 501(C)(3). | Description |
| Total Program Service Expense | 13067261 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 345 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 74 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM H PUGH CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7172318245 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 SOUTH SECOND STREET | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 171058700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT L LYON | |||||||||
| CHAIRMAN | 0.70 | X | X | 0 | 0 | 0 | |||
| GEORGE F GRODE | |||||||||
| VICE-CHAIR | 0.60 | X | X | 0 | 0 | 0 | |||
| JOHN O CAMPBELL | |||||||||
| DIRECTOR | 0.70 | X | 0 | 0 | 0 | ||||
| SUSAN S COHEN | |||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||||
| FELIX GUTIERREZ MD | |||||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | ||||
| M RICHARD KLEIMAN | |||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||||
| DEBORAH S MILLER | |||||||||
| DIRECTOR | 0.60 | X | 0 | 0 | 0 | ||||
| DOUGLAS A NEIDICH | |||||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||||
| LARRY L SOLLENBERGER MD | |||||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||||
| CLARENCE E ASBURY | |||||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | ||||
| DENNIS WALSH | |||||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||||
| BONY R DAWOOD | |||||||||
| DIRECTOR | 0.70 | X | 0 | 0 | 0 | ||||
| DENISE F HARR MD | |||||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||||
| GREGORY CAVOLI | |||||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | ||||
| MARK KIMMEL ESQ | |||||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | ||||
| DOUGLAS C DYER | |||||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | ||||
| STEVEN C KUSIC | |||||||||
| DIRECTOR | 0.70 | X | 0 | 0 | 0 | ||||
| KENNETH OKEN MD | |||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||||
| MICHAEL L FERNANDEZ MD | |||||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | ||||
| PHILIP GUARNESCHELLI | |||||||||
| ACTING PRESIDENT/CEO | 2.00 | X | X | 553520 | 0 | 59656 | |||
| WILLIAM H PUGH | |||||||||
| TREASURER | 6.00 | X | 370836 | 0 | 43834 | ||||
| CHRISTOPHER P MARKLEY ESQ | |||||||||
| SECRETARY | 8.00 | X | 319451 | 0 | 48261 | ||||
| RICHARD C SENECA ESQ | |||||||||
| ASSISTANT SECRETARY | 0.10 | X | 0 | 269851 | 0 | ||||
| DANA KELLIS MD | |||||||||
| SR VP MEDICAL AFFAIRS | 32.00 | 400388 | 0 | 68710 | X | ||||
| COREY RIGBERG | |||||||||
| VP MEDICAL AFFAIRS | 10.80 | 268441 | 0 | 50875 | X | ||||
| NIRMAL JOSHI | |||||||||
| VP MEDICAL EDUCATION | 32.00 | 253866 | 0 | 49151 | X | ||||
| STEVEN ROTH | |||||||||
| VP INFORMATICS | 2.00 | 247190 | 0 | 39560 | X | ||||
| WILLIAM WILKISON | |||||||||
| VP AMBULATORY CARE | 1.60 | 244742 | 0 | 36247 | X | ||||
| THOMAS KESS | |||||||||
| VP HUMAN RESOURCES | 15.20 | 226818 | 0 | 31816 | X | ||||
| ROGER LONGENDERFER MD | |||||||||
| FORMER PRESIDENT/CEO | 0.00 | 3547596 | 0 | 45075 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6432848 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 269851 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 473185 | TotalOtherCompensation |
| Number Individuals GT100 K | 11 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCNEES WALLACE AND NURICK LLC | |||||
| PO BOX 1166 | HARRISBURG | PA | 17108 | LEGAL SERVICES | 447556 |
| STUDER GROUP | |||||
| 913 GULF BREEZE PARKWAY | GULF BRIDGE | FL | 32561 | HEALTHCARE LEADERSHIP CONSULTING | 414178 |
| INTEGRATED HEALTHCARE STRATEGIES | |||||
| PO BOX 678068 | DALLAS | TX | 75267 | HEALTHCARE CONSULTING | 357863 |
| DON SEYMOUR & ASSOCIATES INC | |||||
| 10 EMERSON ROAD | WINCHESTER | MA | 01890 | HEALTHCARE CONSULTING | 301593 |
| STANTEC ARCHITECTURE INC | |||||
| 13980 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | ARCHITECTURAL SERVICES | 273385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Related Organizations | 299249 | RelatedOrganizations |
| Total Contributions | 299249 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT & SUPPORT | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 16764467 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16764467 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16764467 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3415741 | TotalRevenueColumn |
| Exclusion | $3,415,741 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 70351789 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 69004269 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1347520 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1347520 | TotalRevenueColumn |
| Exclusion | $1,347,520 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 56822 | TotalRevenueColumn |
| Exclusion | $56,822 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 56822 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21883799 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16764467 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,820,083 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2003733 | Total |
| Program Services | 1202240 | ProgramServices |
| Management And General | 801493 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2542232 | Total |
| Program Services | 1535339 | ProgramServices |
| Management And General | 1006893 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3225976 | Total |
| Program Services | 2419482 | ProgramServices |
| Management And General | 806494 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 982340 | Total |
| Program Services | 589404 | ProgramServices |
| Management And General | 392936 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 655756 | Total |
| Program Services | 393453 | ProgramServices |
| Management And General | 262303 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458281 | Total |
| Program Services | 343711 | ProgramServices |
| Management And General | 114570 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 414894 | Total |
| Management And General | 414894 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260004 | Total |
| Management And General | 260004 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194538 | Total |
| Program Services | 194538 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202614 | Total |
| Management And General | 202614 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4898871 | Total |
| Program Services | 4793780 | ProgramServices |
| Management And General | 105091 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25835 | Total |
| Program Services | 25835 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319882 | Total |
| Program Services | 319882 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 151805 | Total |
| Program Services | 151805 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94938 | Total |
| Program Services | 94938 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58803 | Total |
| Program Services | 58803 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246471 | Total |
| Program Services | 246471 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33776 | Total |
| Program Services | 33776 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121450 | Total |
| Program Services | 121450 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| DUES AND SUBSCRIPTIONS | 535236 | 535236 |
| MISCELLANEOUS EXPENSE | 7118 | 7118 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17434553 | Total |
| Program Services | 13067261 | ProgramServices |
| Management And General | 4367292 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 349 | BOY |
| EOY | 350 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10596519 | BOY |
| EOY | 25012258 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30431 | BOY |
| EOY | 113324 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237851 | BOY |
| EOY | 527843 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2188228 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2003483 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206301 | BOY |
| EOY | 184745 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91908486 | BOY |
| EOY | 117830482 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32134069 | BOY |
| EOY | 24359445 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 363583 | BOY |
| EOY | 5079777 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 49375 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3223774 | BOY |
| EOY | 2468323 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138701363 | BOY |
| EOY | 175625922 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4265916 | BOY |
| EOY | 4221050 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4265916 | BOY |
| EOY | 4221050 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134435447 | BOY |
| EOY | 171404872 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134435447 | BOY |
| EOY | 171404872 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138701363 | BOY |
| EOY | 175625922 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4449246 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 32520179 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (3 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| PINNACLE HEALTH HOSPITALS | |||||
| 251778644 | 3 | 0 | 1 | 1 | $13,841,690 |
| PINNACLE HEALTH MEDICAL SERVICES | |||||
| 251709054 | 3 | 0 | 1 | 1 | $2,268,782 |
| COMMUNITY LIFE TEAM | |||||
| 231890444 | 9 | 0 | 1 | 1 | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 3 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 16170472 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 194538 | FilingOrganizationsTotals |
| Affiliated Group Totals | 194538 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 194538 | FilingOrganizationsTotals |
| Affiliated Group Totals | 194538 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 17240015 | FilingOrganizationsTotals |
| Affiliated Group Totals | 673814448 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 17434553 | FilingOrganizationsTotals |
| Affiliated Group Totals | 674008986 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 197157 | CurrentYearMinus3 |
| Current Year Minus2 | 184943 | CurrentYearMinus2 |
| Current Year Minus1 | 191027 | CurrentYearMinus1 |
| Current Year | 194538 | CurrentYear |
| Total | 767665 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1940673 | OtherCostOrOtherBasis |
| Depreciation | 1759258 | Depreciation |
| Book Value | 181415 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 247555 | OtherCostOrOtherBasis |
| Depreciation | 244225 | Depreciation |
| Book Value | 3330 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 184745 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN UNITED HEALTH RISK, LTD. | 9732263 | C |
| INVESTMENT IN UNITED CENTRAL PA RECIPROCAL RISK RETENTION GROUP | 14627182 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 24359445 | TotalOfBookValueSecurities |
| Total Revenue | 21883799 | TotalRevenue |
| Total Expenses | 17434553 | TotalExpenses |
| Excess Or Deficit For Year | 4449246 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7450615 | NetUnrealizedGLOnInvestments |
| Other | $25,069,564 | OtherAmount |
| Total Adjustments | 32520179 | TotalAdjustments |
| Excess Or Deficit Per FS | 36969425 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29025882 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7450615 | NetUnrealizedGainsInvestments |
| Other Revenues | -308532 | OtherRevenues |
| Revenue Not Rptd F990 | 7142083 | RevenueNotRptdF990 |
| Revenue Subtotal | 21883799 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21883799 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17126848 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17126848 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 202614 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 105091 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 307705 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17434553 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE PINNACLE HEALTH SYSTEM EVALUATES UNCERTAIN TAX POSITIONS USING A TWO-STEP APPROACH FOR RECOGNIZING AND MEASURING TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSURES REGARDING UNCERTAINTIES IN TAX POSITIONS. NO ADJUSTMENTS TO THE CONSOLIDATED FINANCIAL STATEMENTS WERE REQUIRED AS A RESULT OF THIS EVALUATION. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | EQUITY METHOD INCOME - INSURANCE SUB FILING FORM 1120-PC (EIN#13-4224033) 3,166,922. EQUITY METHOD INCOME - UNITED HEALTH RISK LTD -1,137,710. EQUITY METHOD INCOME - PINNACLE HEALTH CARDIOVASCULAR INSTITUTE -2,036,351. FUND BALANCE TRANSFER - PINNACLE HEALTH HOSPITALS -1,212,800. FUND BALANCE TRANSFER - PINNACLE HEALTH MEDICAL SERVICES 15,305,138. FUND BALANCE TRANSFER - COMMUNITY LIFE TEAM 1,346,096. FUND BALANCE TRANSFER - PINNACLE HEALTH HOME CARE & HOSPICE 9,638,269. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EQUITY METHOD INCOME - INSURANCE SUB FILING FORM 1120-PC (EIN#13-4224033) 3,166,922. EQUITY METHOD INCOME - FOREIGN SUB FILING FORM 5471 -1,242,801. EQUITY METHOD INCOME - PINNACLE HEALTH CARDIOVASCULAR INSTITUTE -2,036,351. INVESTMENT EXPENSE INCLUDED IN INVESTMENT INCOME ON FINANCIALS -202,614. NET ASSETS RELEASED FROM RESTRICTIONS 6,312. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES REPORTED BY FOREIGN SUB FILING FORM 5471 105,091. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | INSURANCE COVERAGE | TypeOfActivitiesConducted |
| Specific Services Provided | N/A | SpecificServicesProvided |
| Total Expenditures | 1803367 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1803367 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1803367 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: INSURANCE PREMIUMS PAID BASED ON CLAIMS EXPERIENCE | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 1 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHILIP GUARNESCHELLI | |||||||||||||
| 361067 | 0 | 137406 | 0 | 55047 | 0 | 13813 | 0 | 45843 | 0 | 613176 | 0 | 0 | 0 |
| WILLIAM H PUGH | |||||||||||||
| 308294 | 0 | 37289 | 0 | 25253 | 0 | 13675 | 0 | 30159 | 0 | 414670 | 0 | 0 | 0 |
| CHRISTOPHER P MARKLEY ESQ | |||||||||||||
| 272739 | 0 | 24755 | 0 | 21957 | 0 | 14162 | 0 | 34099 | 0 | 367712 | 0 | 0 | 0 |
| RICHARD C SENECA ESQ | |||||||||||||
| 0 | 269851 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 269851 | 0 | 0 |
| DANA KELLIS MD | |||||||||||||
| 338519 | 0 | 42757 | 0 | 19112 | 0 | 14340 | 0 | 54370 | 0 | 469098 | 0 | 0 | 0 |
| COREY RIGBERG | |||||||||||||
| 237544 | 0 | 25176 | 0 | 5721 | 0 | 13920 | 0 | 36955 | 0 | 319316 | 0 | 0 | 0 |
| NIRMAL JOSHI | |||||||||||||
| 225310 | 0 | 25733 | 0 | 2823 | 0 | 13343 | 0 | 35808 | 0 | 303017 | 0 | 0 | 0 |
| STEVEN ROTH | |||||||||||||
| 214799 | 0 | 29801 | 0 | 2590 | 0 | 10642 | 0 | 28918 | 0 | 286750 | 0 | 0 | 0 |
| WILLIAM WILKISON | |||||||||||||
| 214752 | 0 | 23224 | 0 | 6766 | 0 | 12949 | 0 | 23298 | 0 | 280989 | 0 | 0 | 0 |
| THOMAS KESS | |||||||||||||
| 191884 | 0 | 24539 | 0 | 10395 | 0 | 5887 | 0 | 25929 | 0 | 258634 | 0 | 0 | 0 |
| ROGER LONGENDERFER MD | |||||||||||||
| 588568 | 0 | 0 | 0 | 2959028 | 0 | 12340 | 0 | 32735 | 0 | 3592671 | 0 | 1058719 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | ROGER LONGENDERFER, M.D., A FORMER PRESIDENT AND CEO, RECEIVED A REIMBURSEMENT FOR PERSONAL FINANCIAL SERVICES. THE REIMBURSEMENT WAS INCLUDED IN HIS TAXABLE COMPENSATION. | |
| PART I, LINES 4A-B | 4A) ROGER LONGENDERFER, M.D., A FORMER PRESIDENT AND CEO, WAS PAID SEVERANCE IN THE FORM OF SALARY AND BENEFITS TOTALING $903,338 IN 2010 AS PART OF HIS RETIREMENT PACKAGE. 4B) ROGER LONGENDERFER, M.D., A FORMER PRESIDENT AND CEO, WAS COVERED BY A 457(F) SUPPLEMENTAL RETIREMENT AGREEMENT (SERP) WHICH WAS PAID OUT TO HIM IN 2010 TOTALING $2,689,333. | |
| PART III | PART I, LINES 5-7: THE PINNACLE HEALTH SYSTEM MANAGEMENT INCENTIVE PLAN WAS CREATED FOR THE PURPOSE OF FURTHERING THE CHARITABLE MISSION OF PINNACLE HEALTH SYSTEM BY PROMOTING EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE AND WISE USE OF RESOURCES IN MEETING COMMUNITY NEEDS. THE PLAN IS ADMINISTERED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS WHICH HAS THE SOLE DISCRETIONARY AUTHORITY FOR GOVERNING THE PLAN, INTERPRETING ITS PROVISIONS, DECIDING WHO WILL PARTICIPATE, DEFINING THE INCENTIVE OPPORTUNITY AND ESTABLISHING PERFORMANCE MEASURES AND GOALS. DURING FISCAL YEAR 2011, CERTAIN OFFICERS AND OTHER EXECUTIVE MANAGEMENT OF PINNACLE HEALTH SYSTEM PARTICIPATED IN THE PLAN, AND THE PERFORMANCE MEASURES AND GOALS FOR FISCAL YEAR 2011 HAD A WEIGHTING OF 30 PER CENT FOR INDIVIDUAL PERSONAL PERFORMANCE EVALUATION MEASURES AND 70 PER CENT SYSTEM-WIDE STRATEGIC GOALS AND MEASURES. THE SYSTEM-WIDE STRATEGIC GOALS AND MEASURES ARE FURTHER BROKEN DOWN INTO 6 CATEGORIES WHICH APPLY TO ALL EXECUTIVE MANAGEMENT WITHIN PINNACLE HEALTH SYSTEM. THE 6 CATEGORIES ARE FURTHER BROKEN INTO ADDITIONAL MEASURES THAT SUPPORT THE BROADER CATEGORY. FINALLY, EACH SEPARATE MEASURE WITHIN A CATEGORY INCLUDES PERFORMANCE LEVEL GOALS OF THRESHOLD OR BUDGET, TARGET AND OPTIMUM LEVELS. FOR THE FISCAL YEAR 2011 PLAN YEAR, THE PLAN CONTAINED A SYSTEM GROWTH GOAL WITH A WEIGHTING OF 6 PER CENT IF TOTAL OPERATING REVENUE EXCEEDED THE BUDGETED TOTAL OPERATING REVENUE. HOWEVER, THE PLAN AWARD WAS NOT CONTINGENT ON THIS REVENUE GOAL. THE REVENUE GOAL WAS ONE COMPONENT OF THE ENTIRE PLAN PERFORMANCE MEASURES. FOR THE FISCAL YEAR 2011 PLAN YEAR, THE PLAN CONTAINED A SYSTEM FINANCE GOAL WITH A WEIGHTING OF 5 PER CENT IF THE OPERATING MARGIN OF THE ENTIRE SYSTEM EXCEEDED THE BUDGETED OPERATING MARGIN. HOWEVER, THE PLAN AWARD WAS NOT CONTINGENT ON THIS OPERATING MARGIN GOAL. THE OPERATING MARGIN GOAL WAS ONE COMPONENT OF THE ENTIRE PLAN PERFORMANCE MEASURES. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M&T BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | DIRECTOR JOHN CAMPBELL IS ADMINISTRATIVE VP OF PERSONAL TRUST WITH M&T BANK | Relationship |
| Amount Of Transaction | 119041 | AmountOfTransaction |
| Description Of Transaction | SEE PART V - INVESTMENT MANAGEMENT SERVICES PROVIDED BY M&T BANK | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART V, LINE 1: | PINNACLE HEALTH SYSTEM, THE PARENT COMPANY, IS THE COMMON REPORTING AGENT FOR THE GROUP OF RELATED TAX-EXEMPT ORGANIZATIONS AND FILES ALL 1099 FORMS FOR THE FOLLOWING: COMMUNITY LIFE TEAM, PINNACLE HEALTH FOUNDATION, PINNACLE HEALTH HOSPITALS, PINNACLE HEALTH HOME CARE & HOSPICE, AND PINNACLE HEALTH MEDICAL SERVICES. | |
| THE AUTHORITY AND RESPONSIBILITY FOR REVIEW OF THE FORM 990 FOR PINNACLE HEALTH SYSTEM AND ASSOCIATED SUBSIDIARIES IS DELEGATED TO THE FINANCE AND AUDIT COMMITTEE OF THE SYSTEM BOARD. IN ORDER TO ACCOMPLISH THIS, ALL MEMBERS OF THE FINANCE AND AUDIT COMMITTEE ARE PROVIDED WITH A REASONABLE OPPORTUNITY TO REVIEW AND COMMENT TO EXECUTIVE LEADERSHIP ON THE IRS FORMS 990 OF THE PINNACLE HEALTH SYSTEM AND ITS SUBSIDIARIES, INCLUDING PINNACLE HEALTH HOSPITALS, PINNACLE HEALTH MEDICAL SERVICES, PINNACLE HEALTH FOUNDATION, PINNACLE HEALTH HOME CARE & HOSPICE AND COMMUNITY LIFE TEAM BEFORE THEY ARE FILED WITH THE INTERNAL REVENUE SERVICE. IN ADDITION, EACH MEMBER OF EACH RESPECTIVE BOARD OF DIRECTORS WILL BE GIVEN ACCESS TO VIEW THEIR INDIVIDUAL FORM 990 VIA A SHARED, PASSWORD-PROTECTED WEBSITE. | FORM 990, PART VI, SECTION B, LINE 11 | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN THE PERFORMANCE OF THEIR DUTIES TO PINNACLE HEALTH SYSTEM AND SUBSIDIARIES (COLLECTIVELY REFERRED TO AS "PHS"), COVERED PERSONS SHALL SEEK TO ACT IN THE BEST INTERESTS OF PHS, 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, THE PINNACLE HEALTH SYSTEM 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 INTEREST OF PHS, 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 PHS, OR (B) ANY TRANSACTION OR ARRANGEMENT WITH PHS WHICH WOULD RESULT IN BENEFIT TO COVERED PERSONS. THE GOVERNANCE COMMITTEE OF THE PHS BOARD REVIEWS ALL CONFLICT OF INTEREST STATEMENTS AND DETERMINES WHETHER EACH DIRECTOR ON THE BOARD IS INDEPENDENT. COVERED PERSONS WHO ARE DIRECTORS MUST COMPLY WITH THE PINNACLE HEALTH SYSTEM GUIDELINES FOR DETERMINING DIRECTOR INDEPENDENCE AND APPLYING DIRECTOR INDEPENDENCE REQUIREMENTS. COVERED PERSONS WITH A CONFLICT OF INTEREST SHALL NOT VOTE ON THE MATTER, AND THE PHS 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 PHS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE PINNACLE HEALTH SYSTEM ("PHS") BOARD OF DIRECTORS HAS THE AUTHORITY TO DEVELOP AND MAINTAIN EXECUTIVE AND PHYSICIAN COMPENSATION TO BE APPROVED BY THE PINNACLE HEALTH SYSTEM BOARD. 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 PHS'S COMPENSATION PHILOSOPHY. 1. FOLLOW A PROCESS THAT ESTABLISHES AND MAINTAINS A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR ALL EXECUTIVES AND PHYSICIANS 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 PHS TO ADVISE THE COMMITTEE ON EXECUTIVE AND PHYSICIAN COMPENSATION. 4. PERIODICALLY EVALUATE THE APPROPRIATENESS OF THIS CHARTER AND THE EFFECTIVENESS OF THE PROCESS THE COMMITTEE USES IN GOVERNING EXECUTIVE AND PHYSICIAN COMPENSATION AND REPORT THIS EVALUATION TO THE BOARD. 5. PROVIDE THE BOARD WITH AN ANNUAL REPORT ON THE COMMITTEE'S ACTIONS. 6. MONITOR CHANGES IN LAWS AND REGULATIONS PERTAINING TO EXECUTIVE COMPENSATION AND BENEFITS TO SEE THAT PHS COMPLIES WITH THEM. 7. SEEK OUTSIDE REVIEW OF COMMITTEE OPERATIONS TO ENSURE COMPLIANCE WITH THE IRS REBUTTABLE PRESUMPTION OF REASONABLENESS. 8. REVIEW ACTUAL EXECUTIVE COMPENSATION AND BENEFITS PROVIDED TO CONFIRM CONSISTENCY WITH COMPENSATION AND BENEFITS APPROVED BY THE COMMITTEE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION AS THIS IS NOT REQUIRED BY FEDERAL OR STATE LAW. 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 VII, SECTION A: | THE FOLLOWING OFFICERS, DIRECTORS, KEY EMPLOYEES, AND HIGHLY COMPENSATED EMPLOYEES HAVE WORKED AN AVERAGE OF 40 HOURS PER WEEK FOR PINNACLE HEALTH SYSTEM, THE PARENT COMPANY, AND ALL RELATED ORGANIZATIONS: PHILIP GUARNESCHELLI CHRISTOPHER P. MARKLEY, ESQ. RICHARD C. SENECA, ESQ. WILLIAM H. PUGH DANA KELLIS, MD COREY RIGBERG STEVEN ROTH NIRMAL JOSHI WILLIAM WILKISON THOMAS KESS THE FOLLOWING DIRECTORS ARE ALSO DIRECTORS OF PINNACLE HEALTH HOSPITAL, A RELATED ORGANIZATION: ROBERT L. LYON GEORGE F. GRODE JOHN O. CAMPBELL SUSAN S. COHEN FELIX GUTIERREZ, MD M. RICHARD KLEIMAN DEBORAH S. MILLER DOUGLAS A. NEIDICH LARRY L. SOLLENBERGER, MD CLARENCE E. ASBURY DENNIS WALSH BONY R. DAWOOD DENISE F. HARR, MD GREGORY CAVOLI MARK KIMMEL, ESQ. DOUGLAS C. DYER STEVEN C. KUSIC KENNETH OKEN, MD MICHAEL L. FERNANDEZ, MD DIRECTOR M. RICHARD KLEIMAN IS ALSO A DIRECTOR OF PINNACLE HEALTH FOUNDATION, A RELATED ORGANIZATION. DIRECTOR DEBORAH S. MILLER IS ALSO A DIRECTOR OF PINNACLE HEALTH MEDICAL SERVICES AND PINNACLE HEALTH HOME CARE & HOSPICE, BOTH OF WHICH ARE RELATED ORGANIZATIONS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 7,450,615. EQUITY METHOD INCOME - INSURANCE SUB FILING FORM 1120-PC (EIN#13-4224033) 3,166,922. EQUITY METHOD INCOME - UNITED HEALTH RISK LTD -1,137,710. EQUITY METHOD INCOME - PINNACLE HEALTH CARDIOVASCULAR INSTITUTE -2,036,351. FUND BALANCE TRANSFER - PINNACLE HEALTH HOSPITALS -1,212,800. FUND BALANCE TRANSFER - PINNACLE HEALTH MEDICAL SERVICES 15,305,138. FUND BALANCE TRANSFER - COMMUNITY LIFE TEAM 1,346,096. FUND BALANCE TRANSFER - PINNACLE HEALTH HOME CARE & HOSPICE 9,638,269. TOTAL TO FORM 990, PART XI, LINE 5: 32,520,179. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE FINANCE AND AUDIT COMMITTEE OF THE PINNACLE HEALTH SYSTEM BOARD ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| PINNACLE HEALTH MEDICAL SERVICES | ||||||||||
| 409 SOUTH SECOND STREET PO BOX 8700 | HARRISBURG | PA | 171058700 | 251709054 | PHYSICIAN SERVICES | PA | 501(C)(3) | LINE 3 | PINNACLE HEALTH SYSTEM | 1 |
| PINNACLE HEALTH HOME CARE & HOSPICE | ||||||||||
| 409 SOUTH SECOND STREET PO BOX 8700 | HARRISBURG | PA | 171058700 | 232024121 | SKILLED HOMECARE SERVICES AND SERVICES TO THE TERMINALLY ILL | PA | 501(C)(3) | LINE 3 | PINNACLE HEALTH HOSPITALS | 1 |
| PINNACLE HEALTH HOSPITALS | ||||||||||
| 409 SOUTH SECOND STREET PO BOX 8700 | HARRISBURG | PA | 171058700 | 251778644 | INPATIENT AND OUTPATIENT HEALTHCARE SERVICES | PA | 501(C)(3) | LINE 3 | PINNACLE HEALTH SYSTEM | 1 |
| PINNACLE HEALTH FOUNDATION | ||||||||||
| 409 SOUTH SECOND STREET PO BOX 8700 | HARRISBURG | PA | 171058700 | 222691718 | INVESTMENT AND FUNDRAISING ACTIVITIES FOR RELATED TAX-EXEMPT ORGANIZATIONS | PA | 501(C)(3) | LINE 11B, II | PINNACLE HEALTH SYSTEM | 1 |
| COMMUNITY LIFE TEAM | ||||||||||
| 409 SOUTH SECOND STREET PO BOX 8700 | HARRISBURG | PA | 171058700 | 231890444 | MEDICAL TRANSPORT SERVICES | PA | 501(C)(3) | LINE 9 | PINNACLE HEALTH SYSTEM | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST SHORE SURGERY CENTER LTD | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 SOUTH SECOND STREET PO BOX 8700 | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 171058700 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251821415 | EIN |
| Primary Activity | SURGICAL CARE - MEDICAL SERVICES | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED CENTRAL PA RISK RETENTION GROUP | ||||||||||||||||
| 76 ST PAUL ST SUITE 500 | BURLINGTON | VT | 054014477 | 134224033 | CAPTIVE INSURANCE | VT | N/A | C | -217351 | 18654681 | 1.00000 | |||||
| UNITED HEALTH RISK LTD | ||||||||||||||||
| CAPTIVE INSURANCE | N/A | C | 196164 | 12540816 | 1.00000 | PO BOX 2450 | HAMILTON HM JX | BD | BD | |||||||
| PINNACLE HEALTH CARDIOVASCULAR INSTITUTE | ||||||||||||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | 320321362 | PHYSICIAN SERVICES | PA | N/A | C | -2036352 | 9674734 | 1.00000 | |||||
| CARDIOLOGY PRACTICE INC | ||||||||||||||||
| PO BOX 8700 | HARRISBURG | PA | 17105 | 800658616 | PHYSICIAN SERVICES | PA | C | -14094 | 418672 | 1.00000 | PINNACLE HEALTH CARDIOVASCULAR INSTITUTE | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PINNACLE HEALTH HOSPITALS | ||
| B | 1212800 | FMV |
| PINNACLE HEALTH MEDICAL SERVICES | ||
| C | 15305138 | FMV |
| COMMUNITY LIFE TEAM | ||
| C | 1346096 | FMV |
| PINNACLE HEALTH HOME CARE & HOSPICE | ||
| C | 9638269 | FMV |
| PINNACLE HEALTH FOUNDATION | ||
| C | 299249 | FMV |
| PINNACLE HEALTH CARDIOVASCULAR INSTITUTE | ||
| Q | 2772427 | FMV |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSACTIONS WITH RELATED ORGANIZATIONS | Identifier |
| Return Reference | PART V, LINE 2 | ReturnReference |
| Explanation | PINNACLE HEALTH SYSTEM CANNOT SEPARATELY STATE AMOUNTS FOR EACH TRANSACTION IDENTIFIED WITH A RELATED ORGANIZATION. ITS ACCOUNTING SYSTEM NETS ALL TRANSACTIONS INTO A SINGLE AMOUNT, WHICH IS REPORTED AS A GIFT, GRANT AND/OR CAPITAL CONTRIBUTION TO OR FROM RELATED ORGANIZATIONS. | Explanation |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedSchedule (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Electing OrgElectingOrg | Total Grassroots LobbyingTotalGrassrootsLobbying | Total Direct LobbyingTotalDirectLobbying | Total Lobbying ExpendituresTotalLobbyingExpenditures | Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures | Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures | Lobbying NontaxableLobbyingNontaxableAmount | Grassroots NontaxableGrassrootsNontaxableAmount | Tot Lobbying Grassroot Minus NontxTotLobbyingGrassrootMinusNontx | Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx | Share Of Excess Lobbying ExpendtrsShareOfExcessLobbyingExpendtrs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PINNACLE HEALTH SYSTEM | |||||||||||||||
| 409 S SECOND STREET PO BOX 8700 | HARRISBURG | PA | 17105 | 251778658 | X | 0 | 194538 | 194538 | 17240015 | 17434553 | $1,000,000 | $250,000 | 0 | 0 | 0 |
| PINNACLE HEALTH HOSPITALS | |||||||||||||||
| 409 S SECOND STREET PO BOX 8700 | HARRISBURG | PA | 17105 | 251778644 | 0 | 0 | 0 | 574606065 | 574606065 | $1,000,000 | $250,000 | 0 | 0 | 0 | |
| PINNACLE HEALTH HOME CARE & HOSPICE | |||||||||||||||
| 409 S SECOND STREET PO BOX 8700 | HARRISBURG | PA | 17105 | 232024121 | 0 | 0 | 0 | 15254209 | 15254209 | $912,710 | $228,178 | 0 | 0 | 0 | |
| PINNACLE HEALTH MEDICAL SERVICES | |||||||||||||||
| 409 S SECOND STREET PO BOX 8700 | HARRISBURG | PA | 17105 | 251709054 | 0 | 0 | 0 | 59321549 | 59321549 | $1,000,000 | $250,000 | 0 | 0 | 0 | |
| PINNACLE HEALTH FOUNDATION | |||||||||||||||
| 409 S SECOND STREET PO BOX 8700 | HARRISBURG | PA | 17105 | 222691718 | 0 | 0 | 0 | 1689980 | 1689980 | $234,499 | $58,625 | 0 | 0 | 0 | |
| COMMUNITY LIFE TEAM | |||||||||||||||
| 409 S SECOND STREET PO BOX 8700 | HARRISBURG | PA | 17105 | 231890444 | 0 | 0 | 0 | 5702630 | 5702630 | $435,132 | $108,783 | 0 | 0 | 0 | |