Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
West Penn Allegheny Health System Inc
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
C/O Tax Dept Two Allegheny Center
 
Room/suite
City or town, state or country, and ZIP + 4
Pittsburgh, PA15212
D Employer identification number

25-0969492
E Telephone number

G Gross receipts $ 1,224,373,065
F Name and address of principal officer:
Matthew Peterson
Two Allegheny Center 11th Fl
Pittsburgh,PA15212
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.wpahs.org
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1848
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: See Form 990, Page 2, Part III
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 14
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 9,144
6 Total number of volunteers (estimate if necessary) .... 6 800
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 5,358,237
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 32,207,430 14,889,011
9 Program service revenue (Part VIII, line 2g) ......... 1,082,525,696 1,043,861,740
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 41,990,794 25,845,934
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 62,177,577 55,875,146
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 1,218,901,497 1,140,471,831
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 349,751 339,952
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 464,543,965 442,137,972
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet222,260    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 636,123,935 641,552,773
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,101,017,651 1,084,030,697
19 Revenue less expenses. Subtract line 18 from line 12....... 117,883,846 56,441,134
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,029,709,145 1,049,793,316
21 Total liabilities (Part X, line 26)............. 1,167,217,731 1,341,953,646
22 Net assets or fund balances. Subtract line 21 from line 20..... -137,508,586 -292,160,330
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: WEST PENN ALLEGHENY HEALTH SYSTEM, INC. IS AN ORGANIZATION DEFINED BY OUR TALENTED PEOPLE. AN ORGANIZATION COMMITTED TO EXCELLENCE; AN ORGANIZATION WITH ONE PURPOSE AND ONE MISSION. OUR ONE PURPOSE IS TO IMPROVE THE HEALTH OF THE PEOPLE IN THE WESTERN PENNSYLVANIA REGION. OUR ONE MISSION IS TO PRACTICE MEDICINE, EDUCATE AND CONDUCT RESEARCH AS AN INTEGRATED TEAM OF PHYSICIANS, NURSES AND SUPPORT PROFESSIONALS WHO ARE COMMITTED TO IMPROVING THE HEALTH OF OUR PATIENTS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 563,873,071 including grants of $ 63,260 ) (Revenue $ 620,087,120 )
See Schedule O - West Penn Allegheny Health System, Inc. - Allegheny General Hospital.
4b (Code:   ) (Expenses $ 231,396,227 including grants of $ 15,030 ) (Revenue $ 225,255,674 )
See Schedule O - West Penn Allegheny Health System, Inc. - The Western Pennsylvania Hospital.
4c (Code:   ) (Expenses $ 174,030,251 including grants of $ 5,500 ) (Revenue $ 198,518,946 )
See Schedule O - West Penn Allegheny Health System, Inc. - Forbes Regional Hospital.
(Code:   ) (Expenses $ 10,038,024 including grants of $ 256,162 ) (Revenue $   )
SYSTEM WIDE SERVICES TO AFFILIATED ORGANIZATIONS
4d Other program services (Describe in Schedule O.)
(Expenses $ 10,038,024 including grants of $ 256,162 ) (Revenue $   )
4e Total program service expensesMediumBullet$ 979,337,573
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H..... Click to see attachment
20a
Yes
 
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements. Click to see list of attachments
20b
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
Yes
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II......................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
999
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
9,144
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
19
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
MATTHEW PETERSON
TWO ALLEGHENY CENTER 11TH FLOOR
Pittsburgh,PA15212
(412) 330-6012
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) John Isherwood
Chairman of the Board
 1.0 X   X       0 0 0
(2) Daniel Brailer
Vice Chair
 1.0 X   X       0 0 0
(3) Paul Dimmick
Vice Chair
 1.0 X   X       0 0 0
(4) Emanuel Dinatale
Director
 1.0 X           0 0 0
(5) Robert Kampmeinert
Director
 1.0 X           0 0 0
(6) Basil Cox
Director
 1.0 X           0 0 0
(7) Theodore Neighbors
Director
 1.0 X           0 0 0
(8) Joseph Platt
Director
 1.0 X           0 0 0
(9) Sandra Usher
Director
 1.0 X           0 0 0
(10) David Burstin
Director
 1.0 X           0 0 0
(11) David McClenahan
Director
 1.0 X           0 0 0
(12) Gerd Mueller
Director
 1.0 X           0 0 0
(13) George Eichley
Director
 1.0 X           0 0 0
(14) Joseph Macerelli
Ex Officio Director
 1.0 X           0 0 0
(15) Russell Evans
Ex-Officio Director
 1.0 X           0 0 0
(16) Keith Ghezzi MD
System Interim President & CEO
 40.0 X   X       0 0 0
(17) Diane Dismukes
Health System President & CEO
 40.0 X   X       739,638 0 0
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) Patrick Demeo MD
Director
 1.0 X           0 1,039,523 0
(19) George Magovern MD
Director
 1.0 X           0 613,777 0
(20) James Wilberger
Director
 1.0 X           0 949,739 0
(21) David Parda MD
Director
 1.0 X           0 775,798 0
(22) Matthew Peterson
Treasurer
 40.0     X       177,970 0 0
(23) David Kiehn
Assistant Treasurer
 40.0     X       543,218 0 0
(24) Robert Brandfass
Secretary
 40.0     X       436,568 0 0
(25) Kathleen Sirkoch
Secretary
 40.0     X       69,218 0 0
(26) Colleen Grimm
Assistant Secretary
 40.0     X       52,878 0 0
(27) Douglas Womer
System Interim CFO
 40.0     X       0 0 0
(28) Gregory Burfitt
AGH and WPH President & CEO
 40.0       X     641,799 0 0
(29) Judy Zedreck
AGH Interim President & CEO
 40.0       X     315,077 0 0
(30) Denzil Rupert
WPH President & CEO
 40.0       X     399,627 0 0
(31) Reese Jackson
FRH President & CEO
 40.0       X     380,427 0 0
(32) Margaret Barron
EVP of External Affairs
 40.0       X     332,540 0 0
(33) William Edmondson
EVP of Strategic Planning
 40.0       X     249,200 0 0
(34) Tony Farah MD
WPAHS Chief Medical Officer
 40.0       X     221,613 370,300 0
(35) John Foley
System Chief Information Ofcr
 40.0       X     500,097 0 0
(36) Roy Santarella
EVP & Chief Admin. Officer
 40.0       X     971,890 0 0
(37) Bart Metzger
System Chief HR Officer
 40.0       X     521,142 0 0
(38) Thomas Moser
FRH Chief Operations Officer
 40.0       X     323,349 0 0
(39) Richard Ray MD
AGH Chief Medical Officer
 40.0       X     0 295,773 0
(40) Mark Rubino MD
FRH Chief Medical Officer
 40.0       X     0 465,035 0
(41) Thomas Campbell MD
System Chair of Emergency Med.
 40.0       X     0 379,429 0
(42) Susan Manzi MD
System Chair Dept. of Medicine
 40.0       X     0 486,014 0
(43) James Kanuch
WPH VP of Finance
 40.0       X     231,792 0 0
(44) Pamela Gallegher
FRH VP of Finance
 40.0       X     264,367 0 0
(45) Kimberly Sperring
Vice President
 40.0       X     220,245 0 0
(46) Sheran Shipley
Vice President
 40.0       X     212,750 0 0
(47) Dwight Monson
VP-Strategic & Business Plans
 40.0       X     380,166 0 0
(48) Marian Block MD
Physician
 40.0         X   489,601 0 0
(49) Mark Barnhart
Physician Organization COO
 40.0         X   362,508 0 0
(50) Ned Laubacher
AKMC President & CEO
 40.0         X   358,350 0 0
(51) Paul Kiproff
Physician
 40.0         X   357,472 0 0
(52) Robert McMullen
Vice President
 40.0         X   309,344 0 0
(53) Christopher Olivia MD
Health System President & CEO
             X 4,107,961 0 0
(54) Judy Hlafcsak
Secretary
             X 258,918 0 0
(55) Thomas Albanesi
Assistant Treasurer
             X 317,580 0 0
(56) Sanford Kurtz MD
President & CEO Physician Org.
             X 682,475 0 0
(57) Dawn Gideon
Executive Vice President
             X 520,867 0 0
(58) Sherry Zisk
WPH Chief Operating Officer
             X 391,293 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 16,341,940 5,375,388 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet248
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Allscripts LLC
24630 Network Place
CHICAGO,IL60673 		Software App Service 9,848,619
Pricewaterhouse Coopers LLP
PO Box 7247-8001
PHILADELPHIA,PA171708001 		Operational Advisors 8,517,800
Clean Care
PO Box 40330
PITTSBURGH,PA15201 		Linen Services 3,170,774
Tedco Construction
3824 Northern Pike
MONROEVILLE,PA15146 		Construction 3,700,635
Maxit Healthcare LLC
PO Box 2589
FORT WAYNE,IN468012589 		Temporary Staffing 2,368,944
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet101
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		14,889,011
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 14,889,011
Program Service Revenue Business Code
2a PATIENT SERVICE REVENUE 621,110 1,043,861,740 1,040,570,242 3,291,498  
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 1,043,861,740
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 17,514,389     17,514,389
4 Income from investment of tax-exempt bond proceeds..MediumBullet 4,993,619 4,993,619    
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 13,630,235  
b Less: rental expenses    
c Rental income or (loss) 13,630,235  
d Net rental income or (loss).......MediumBullet 13,630,235   2,066,739 11,563,496
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 86,434,523 804,637
b Less: cost or other basis and sales expenses 83,771,055 130,179
c Gain or (loss) 2,663,468 674,458
d Net gain or (loss)..........MediumBullet 3,337,926     3,337,926
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a HIGHMARK INCENTIVE 621,110 7,895,330 7,895,330    
b MEDICAID EHR PAYMENTS 621,110 5,999,927 5,999,927    
c PARKING REVENUE 621,110 5,620,951 5,620,951    
d All other revenue .... 22,728,703 22,728,703    
e Total. Add lines 11a–11d ......MediumBullet 42,244,911
12 Total revenue. See Instructions....MediumBullet 1,140,471,831 1,087,808,772 5,358,237 32,415,811
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 323,552 323,552
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 16,400 16,400
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 14,899,521 12,664,593 2,234,928  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 365,072,362 310,125,726 54,760,854 185,782
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 16,802,621 14,282,228 2,520,393  
9 Other employee benefits ....... 18,168,219 15,442,986 2,725,233  
10 Payroll taxes ........... 27,195,249 23,107,225 4,079,287 8,737
11 Fees for services (non-employees):        
a Management ...... 4,661,160   4,661,160  
b Legal ......... 5,789,085 5,105,315 683,770  
c Accounting ........... 840,987   840,987  
d Lobbying ........... 225,684 225,684    
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 1,276,781   1,276,781  
g Other .......... 58,686,040 52,819,562 5,849,354 17,124
12 Advertising and promotion .... 8,696,641 7,826,977 869,664  
13 Office expenses ....... 5,163,887 4,647,483 514,702 1,702
14 Information technology ...... 23,701,370 21,331,233 2,370,137  
15 Royalties .. 0      
16 Occupancy ........... 41,442,928 37,298,635 4,144,293  
17 Travel ............ 1,642,325 1,478,309 164,016  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 1,632,425 1,469,181 163,244  
20 Interest ........... 39,956,915 37,863,345 2,093,570  
21 Payments to affiliates ....... 1,856,059 1,670,453 185,606  
22 Depreciation, depletion, and amortization ..... 51,062,360 45,956,124 5,106,236  
23 Insurance .............. 11,914,701 11,762,271 152,430  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a PATIENT CARE COSTS 222,568,136 222,568,136    
b REPAIR AND MAINTENANCE 56,353,641 50,718,095 5,635,546  
c BAD DEBT 55,279,802 55,279,802    
d PA ACT 49 - QUALITY CARE 21,002,196 21,002,196    
e
f All other expenses 27,799,650 24,352,062 3,438,673 8,915
25 Total functional expenses. Add lines 1 through 24f 1,084,030,697 979,337,573 104,470,864 222,260
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 3,084,511 1 7,643,373
2 Savings and temporary cash investments ....... 181,909,129 2 178,332,846
3 Pledges and grants receivable, net ......... 1,053,360 3 347,307
4 Accounts receivable, net ......... 109,540,322 4 101,591,409
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 3,185,000 7 3,585,000
8 Inventories for sale or use .............. 18,732,275 8 17,821,713
9 Prepaid expenses and deferred charges ............ 15,612,161 9 11,175,676
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,026,497,244
b Less: accumulated depreciation. ..... 10b 683,103,275 304,140,842 10c 343,393,969
11 Investments—publicly traded securities .......... 242,957,197 11 233,931,873
12 Investments—other securities. See Part IV, line 11 ...... 5,378,609 12 7,015,664
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 16,997,276 14 16,205,002
15 Other assets. See Part IV, line 11 ........... 127,118,463 15 128,749,484
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,029,709,145 16 1,049,793,316
Liabilities 17 Accounts payable and accrued expenses . 147,239,366 17 131,421,649
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 47,562,530 19 94,707,492
20 Tax-exempt bond liabilities .......... 736,998,726 20 725,775,485
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 72,634,969 23 171,253,162
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 162,782,140 25 218,795,858
26 Total liabilities. Add lines 17 through 25..... 1,167,217,731 26 1,341,953,646
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... -318,883,645 27 -463,955,658
28 Temporarily restricted net assets ..... 5,632,423 28 5,214,594
29 Permanently restricted net assets ..... 175,742,636 29 166,580,734
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... -137,508,586 33 -292,160,330
34 Total liabilities and net assets/fund balances ..... 1,029,709,145 34 1,049,793,316
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
1,140,471,831
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
1,084,030,697
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
56,441,134
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
-137,508,586
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-211,092,878
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
-292,160,330
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3..            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2011
Name of organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
West Penn Allegheny Health System Inc
  		Employer identification number

25-0969492
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
West Penn Allegheny Health System Inc
  		Employer identification number

25-0969492
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions). 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
West Penn Allegheny Health System Inc
  		Employer identification number

25-0969492
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
Use duplicate copies of Part III if additional space is needed
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 0 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 154,508 225,684
c Total lobbying expenditures (add lines 1a and 1b) ................... 154,508 225,684
d Other exempt purpose expenditures ........................ 1,083,876,189 1,698,163,316
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 1,084,030,697 1,698,389,000
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 585,102 418,483 424,588 225,684 1,653,857
             
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures 0 0 0 0 0
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Lobbying Expenditures Form 990, Schedule C, Page 2, Part II-A, Line 1b, Column (a) and (b) West Penn Allegheny Health System, Inc. (WPAHS) has made the IRC Section 501(h) election. WPAHS employs an Executive Vice President for External Affairs to lobby issues of importance to the System and all of its members. WPAHS also elected to engage the services of outside consultants to assist us in lobbying issues of importance. WPAHS directly paid all lobbying expenditures of $225,684 as reflected on Schedule C, Page 2, Part II-A, column (b). The lobbying expenditures of $154,508 attributed to WPAHS on Schedule C, Page 2, Part II-A, column (a) reflect expenditures allocated to WPAHS. The difference between total lobbying expenditures of $225,684 and the WPAHS allocated expenditures of $154,508 are reflected on the Form 990, Schedule C, Page 2, Part II-A, column (a) of the affiliated organizations filing Form 990 Schedule C.
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 181,375,059 160,822,837 157,081,075 214,329,180
b Contributions ........ 1,224,584 2,114,402 1,806,358 3,967,020
c Net investment earnings, gains, and losses ... -56,362 29,373,573 15,402,952 -28,171,702
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		10,332,607 10,460,295 13,396,153 32,430,060
f Administrative expenses .... 415,346 475,458 71,395 613,362
g End of year balance ...... 171,795,328 181,375,059 160,822,837 157,081,076
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet97.000 %
c
Temporarily restricted endowment SchDMd Bullet3.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
Yes
 
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   10,091,958 10,091,958
b Buildings ................   476,673,101 334,085,675 142,587,426
c Leasehold improvements ............   34,824,301 22,862,193 11,962,108
d Equipment ................   411,044,327 292,696,488 118,347,839
e Other .................   93,863,557 33,458,919 60,404,638
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 343,393,969
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 102,861,890
(2) INVEST - PASSTHROUGH ENTITIES 2,329,757
(3) CAPITALIZED COSTS 527,889
(4) RECEIVABLES - OTHER 22,371,091
(5) LETTER OF CREDIT 366,000
(6) THE PHYSICIAN CONTRACT 292,857



Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 128,749,484
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
ACCRUED PENSION LIABILITY 183,608,190
THIRD PARTY SETTLEMENTS 3,322,127
INSURANCE LIABILITIES 24,632,949
CAPITAL LEASES 1,785,049
ASSET RETIREMENT OBLIGATION 3,911,672
ACCRUED ADVERTISING EXPENSE 331,322
PATIENT A/R CREDIT BALANCE - ESCHEAT 1,181,544
ACCRUED INTEREST - SIEMENS DEBT 23,005

Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 218,795,858
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
WPAHS, Inc. Inclusion In The Consolidated Audit of WPAHS Form 990, Schedule D, Part X Question 2, Part XII and XIII West Penn Allegheny Health System, Inc. does not receive its own independent audit. It is a member of a regional healthcare system named West Penn Allegheny Health System. West Penn Allegheny Health System receives a consolidated audit that includes the operations of West Penn Allegheny Health System, Inc. The following analysis represents the reconciliation between the financial statement net income and the net income as reported on Form 990, Page 1, line 19: Net income per financial statements $52,092,113 Plus: Income and expense reclassified from restricted net assets on the financial statements to unrestricted income and expense on Form 990 5,174,054 Less: Unrealized gain reflected in unrestricted income on the financial statements and reclassified to net assets on Form 990 (825,033) ___________ Net income per Form 990 $56,441,134 The following is the footnote to the audited consolidated financial statements of the West Penn Allegheny Health System for FASB ASC 740: WPAHS adopted Financial Accounting Standards Board (FASB) Accounting Standards Codification (ASC) 740, Income Taxes, which clarifies the accounting for uncertainty in income taxes recognized in an enterprise's financial statements. FASB ASC 740 prescribes a more-likely than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under FASB ASC 740, tax positions will be evaluated for recognition, derecognition, and measurement using consistent criteria and will provide more information about the uncertainty in income tax assets and liabilities. Based on an analysis prepared by WPAHS, it was determined that the application of FASB ASC 740 had no material effect on the recorded assets and liabilities of WPAHS.
Intended Use of the Organization's Endowment Funds Schedule D, Page 2, Part V, Line 4 The intended use of West Penn Allegheny Health System, Inc. permanent and term endowments are for, but not exclusive to: capital improvements, research, education, departmental needs, operating efficiencies, and overall patient care. The earnings off of the permanent amount are expendable, based on the specific use of the fund.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Part I
General Information on Activities Outside the United States. Complete if the organization answered
“Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants
and other assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ..............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other
assistance outside the United States.
3
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total
expenditures for region/investments
in region
Central America and the Caribbean 1   Program Services Captive Insurance 74,200
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 1   74,200
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1   74,200
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990,
Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount of
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .....MediumBullet
 
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926 (see instructions for Form 926).................
2 Did the organization have an interest in a foreign trust during the tax year? If " Yes," the organization may be required to file Form 3520 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with respect to Certain Foreign Corporations. (see instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with respect to Certain Foreign Partnerships. (see instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see instructions for Form 5713)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
Supplemental Information
Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Identifier ReturnReference Explanation
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



SCHEDULE H (Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, question 20.
MediumBullet Attach to Form 990. MediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Part I
Charity Care and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a....
1a
Yes
 
b
If "Yes," was it a written policy? .......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) to determine eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG to determine eligibility for providing discounted care? If "Yes," indicate which of the
following was the family income limit for eligibility for discounted care: ............
3b
Yes
 
c
If the organization did not use FPG to determine eligibility, describe in Part VI the income based criteria for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, to determine eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? ..............

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during the tax year? ............................

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount?......
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care?...............
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year?...........
6a
Yes
 
b
If "Yes," did the organization make it available to the public? ...............
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance
and Means-Tested Government Programs		 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) .. 		    2,591,662   2,591,662 0.240 %
b Medicaid (from Worksheet 3, column a) .....     116,771,185 81,864,259 34,906,926 3.220 %
c Costs of other means-tested government programs (from Worksheet 3, column b) .            
dTotal Financial Assistance and
Means-Tested Government Programs ..... 		    119,362,847 81,864,259 37,498,588 3.460 %
Other Benefits
e Community health improvement
services and community
benefit operations (from
(Worksheet 4) .... 		    946,257   946,257 0.090 %
f Health professions education
(from Worksheet 5) .. 		    61,821,824 22,192,002 39,629,822 3.660 %
g Subsidized health services
(from Worksheet 6) .. 		    289,727,017 276,982,719 12,744,298 1.180 %
h Research (from Worksheet 7)     7,458,172   7,458,172 0.690 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) ....     357,859   357,859 0.030 %
jTotal Other Benefits ...     360,311,129 299,174,721 61,136,408 5.650 %
kTotal. Add lines 7d and 7j. ..     479,673,976 381,038,980 98,634,996 9.110 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     7,910   7,910 0.010 %
2 Economic development            
3 Community support     135,952   135,952 0.010 %
4 Environmental improvements            
5 Leadership development and training for community members            
6 Coalition building     251,845   251,845 0.020 %
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total     395,707   395,707 0.040 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense........
2
13,989,958
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy .....
3
5,951,544
4
Provide in Part VI the text of the footnote to the organization's financial statements that describes bad debt expense. In addition, describe the costing methodology used in determining the amounts reported on lines 2 and 3, and rationale for including a portion of bad debt amounts as community benefit.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
177,560,077
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
186,243,509
7
Subtract line 6 from line 5. This is the surplus or (shortfall)........
7
-8,683,432
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI.......................

9b

Yes

 
Part IV
Management Companies and Joint Ventures
(see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership% 		(e) Physicians'
profit % or stock
ownership %
1West Penn Amb Surg
  		Ambulatory Surgery Center 51.000 %    
25148 Lib Ave Assoc
  		Property Rental 50.000 %    
3Alleg Imag of McCand
  		Imaging Services 45.000 %    
4Optima Imaging Inc
  		Medical Imaging 20.000 %    
5Forbes Reg Urologic
  		Equipment Rental 20.000 %    
6North Shore Endoscop
  		Endoscopy Services 50.000 %   45.000 %
7McCandless Endoscopy
  		Endoscopy Services 50.000 %   50.000 %
8
9
10
11
12
13
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest)
How many hospital facilities did the organization operate during the tax year?3
Name and address 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital Research Facility ER-24Hours ER-Other Other (Describe)
1 Allegheny General Hospital
320 East North Avenue
Pittsburgh,PA15224 		X X   X X X X    
2 The Western Pennsylvania Hospital
4800 Friendship Avenue
Pittsburgh,PA15224 		X X   X X X X    
3 Forbes Regional Hospital
2570 Haymaker Road
Monroeville,PA15146 		X X   X     X    
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Allegheny General Hospital
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):1

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16 Yes  
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21 Yes  
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
The Western Pennsylvania Hospital
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):2

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16 Yes  
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21 Yes  
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section B. Facility Policies and Practices.

(Complete a separate Section B for each of the hospital facilities listed in Part V, Section A)
Forbes Regional Hospital
Name of Hospital Facility:  
Line Number of Hospital Facility (from Schedule H, Part V, Section A):3

Yes No
Community Health Needs Assessment (Lines 1 through 7 are optional for 2011)
1 During the tax year or any prior tax year, did the hospital facility conduct a community health needs assessment (“Needs Assessment”)? If “No,” skip to question 8. ..................... 1    
If “Yes,” indicate what the Needs Assessment describes (check all that apply):
a A definition of the community served by the hospital facility
b Demographics of the community
c Existing health care facilities and resources within the community that are available to respond to the health needs of the community
d How data was obtained
e The health needs of the community
f Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups
g The process for identifying and prioritizing community health needs and services to meet the community health needs
h The process for consulting with persons representing the community’s interests
i Information gaps that limit the hospital facility’s ability to assess the community’s health needs
j Other (describe in Part VI)
2 Indicate the tax year the hospital facility last conducted a Needs Assessment: 20  
3 In conducting its most recent Needs Assessment, did the hospital facility take into account input from persons who represent the community served by the hospital facility? If “Yes,” describe in Part VI how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted. 3    
4 Was the hospital facility’s Needs Assessment conducted with one or more other hospital facilities? If “Yes,” list the other hospital facilities in Part VI............................ 4    
5 Did the hospital facility make its Needs Assessment widely available to the public? ........... 5    
If “Yes,” indicate how the Needs Assessment was made widely available (check all that apply):
a Hospital facility’s website
b Available upon request from the hospital facility
c Other (describe in Part VI)
6 If the hospital facility addressed needs identified in its most recently conducted Needs Assessment, indicate how (check all that apply):
a Adoption of an implementation strategy to address the health needs of the hospital facility’s community
b Execution of the implementation strategy
c Participation in the development of a community-wide community benefit plan
d Participation in the execution of a community-wide community benefit plan
e Inclusion of a community benefit section in operational plans
f Adoption of a budget for provision of services that address the needs identified in the Needs Assessment
g Prioritization of health needs in the community
h Prioritization of services that the hospital facility will undertake to meet health needs in its community
i Other (describe in Part VI)
7 Did the hospital facility address all of the needs identified in its most recently conducted Needs Assessment? If “No,” explain in Part VI which needs it has not addressed and the reasons why it has not addressed such needs. .... 7    
Financial Assistance Policy
Did the hospital facility have in place during the tax year a written financial assistance policy that:
8 Explained eligibility criteria for financial assistance, and whether such assistance includes free or discounted care? 8 Yes  
9 Used federal poverty guidelines (FPG) to determine eligibility for providing free care?........... 9 Yes  
If "Yes," indicate the FPG family income limit for eligibility for free care: 200.%
If "No," explain in Part VI the criteria the hospital facility used.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Yes No
10 Used FPG to determine eligibility for providing discounted care?................. 10 Yes  
If “Yes,” indicate the FPG family income limit for eligibility for discounted care: 400.%
If "No," explain in Part VI the criteria the hospital facility used.
11 Explained the basis for calculating amounts charged to patients?................. 11 Yes  
If “Yes,” indicate the factors used in determining such amounts (check all that apply):
a Income level
b Asset level
c Medical indigency
d Insurance status
e Uninsured discount
f Medicaid/Medicare
g State regulation
h Other (describe in Part VI)
12 Explained the method for applying for financial assistance?................... 12 Yes  
13 Included measures to publicize the policy within the community served by the hospital facility?....... 13 Yes  
If “Yes,” indicate how the hospital facility publicized the policy (check all that apply):
a The policy was posted on the hospital facility’s web site
b The policy was attached to all billing invoices
c The policy was posted in the hospital facility’s emergency rooms or waiting rooms
d The policy was posted in the hospital facility’s admissions offices
e The policy was provided, in writing, to patients upon admission to the hospital facility
f The policy was available upon request
g Other (describe in Part VI)
Billing and Collections
14 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained actions the hospital facility may take upon non-payment?....... 14 Yes  
15 Check all of the following collection actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
16 Did the hospital facility or an authorized third party perform any of the following actions during the tax year before making reasonable efforts to determine the patient’s eligibility under the facility’s FAP?.......... 16 Yes  
If “Yes,” check all actions in which the hospital facility or a third party engaged:
a Reporting to credit agency
b Lawsuits
c Liens on residences
d Body attachments
e Other similar actions (describe in Part VI)
17 Indicate which efforts the hospital facility made before initiating any of the actions checked in line 16 (check all that apply):
a Notified patients of the financial assistance policy upon admission
b Notified patients of the financial assistance policy prior to discharge
c Notified patients of the financial assistance policy in communications with the patients regarding the patients’ bills
d Documented its determination of whether patients were eligible for financial assistance under the hospital facility’s financial assistance policy
e Other (describe in Part VI)
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Policy Relating to Emergency Medical Care
Yes No
18 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that requires the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.......... 18 Yes  
If “No,” indicate why:
a The hospital facility did not provide care for any emergency medical conditions
b The hospital facility’s policy was not in writing
c The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Part VI)
d Other (describe in Part VI)
Individuals Eligible for Financial Assistance
19 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a The hospital facility used its lowest negotiated commercial insurance rate when calculating the maximum amounts that can be charged
b The hospital facility used the average of it's three lowest negotiated commercial insurance rates when calculating the maximum amounts that can be charged
c The hospital facility used the Medicare rates when calculating the maximum amounts that can be charged
d Other (describe in Part VI)
20 Did the hospital facility charge any of its patients who were eligible for assistance under the hospital facility’s financial assistance policy, and to whom the hospital facility provided emergency or other medically necessary services, more than the amounts generally billed to individuals who had insurance covering such care?......... 20   No
If “Yes,” explain in Part VI.
21 Did the hospital facility charge any of its FAP-eligible patients an amount equal to the gross charge for any services provided to that patient?............................... 21 Yes  
If “Yes,” explain in Part VI.
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VFacility Information (continued)

Section C. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?29
Name and address Type of Facility (describe)
1 AGH - Suburban General Campus
101 South Jackson Avenue
Pittsburgh,PA15202 		Urgent Care - General Medical
2 AGH - Dialysis Center
1136 Thorn Run Road
Moon Township,PA15108 		Dialysis Center
3 AGH - Physician Practices
490 East North Avenue
Pittsburgh,PA15212 		General Medical
4 AGH - Child Care
621 East North Avenue
Pittsburgh,PA15212 		Child Care
5 AGH - Ear Treatment and Care
8500 Brooktree Road
Wexford,PA15090 		Ear Treatment
6 AGH - Physician Practices
9335 McKnight Road
Pittsburgh,PA15237 		General Medical
7 WPH - Physician Practices
1 Dolly Avenue
Jeanette,PA15644 		General Medical
8 WPH - Physician Practices
4815 Liberty Avenue
Pittsburgh,PA15224 		General Medical
9 FRH - Diabetes Center
100 Forest Hills Plaza
Pittsburgh,PA15221 		Diabetes Treatment
10 FRH - Diabetes Center
3824 Northern Pike
Monroeville,PA15146 		Diabetes Treatment
11 FRH - Physician Practices
One Monroeville Center
Monroeville,PA15146 		General Medical
12 AGH - Medical Practices
1307 Federal Street
Pittsburgh,PA15212 		General Medical
13 AGH - Medical Practice
133 Church Hill Road
McKees Rocks,PA15136 		General Medical
14 AGH - Rheumatology
150 Lake Drive
Wexford,PA15090 		Rheumatology
15 AGH - AV Dialysis Center
1618 Pacific Avenue
Natrona Heights,PA15065 		Dialysis Clinic
16 AGH - Physician Practices
2027 Lebanon Church Road
West Mifflin,PA15122 		General Medical
17 AGH - Pulmonary and Critical Care
2500 Brooktree Road
Wexford,PA15090 		Pulmonary and Critical Care
18 FRH - Lab and Human Motion Center
2550 Mosside Blvd
Monroeville,PA15146 		Lab and Human Motion Center
19 FRH - Physician Practices
2566 Haymaker Road
Monroeville,PA15146 		General Medicine
20 FRH - Physician Practice
314 South Kimberly Avenue
Somerset Borough,PA15501 		General Medical
21 AGH - Neurosurgery
420 Wood Street
Clarion,PA16214 		Neurosurgery
22 AGH - Human Motion and Imaging
500 Blazier Drive
Wexford,PA15090 		Human Motion and Imaging
23 WPH - Institute for Pain Medicine
5124 Liberty Avenue
Pittsburgh,PA15224 		Institute for Pain Medicine
24 AGH-WPH Various Medical Specialties
5140 Liberty Avenue
Pittsburgh,PA15224 		Diabetes, Sleep Disorder and Human Motion
25 AGH - Lab
5318 Ranalli Drive
Gibsonia,PA15044 		Lab
26 AGH - Radiology and Sports Medicine
5375 William Flynn Highway
Gibsonia,PA15044 		Radiology and Sports Medicine
27 AGH - Physician Practices
575 Lincoln Avenue
Pittsburgh,PA15202 		General Medicine
28 AGH - Orthopaedic
59 Fort Couch Road
Bethel Park,PA15241 		Orthopaedic
29 AGH - Lab
651 Holiday Drive
Pittsburgh,PA15220 		Lab
Schedule H (Form 990) 2011
Schedule H (Form 990) 2011
Page
Part VI
Supplemental Information
Complete this part to provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II; Part III, lines 4, 8, and 9b; and Part V, Section B, lines 1j, 3, 4, 5c, 6i, 7, 9, 10, 11h, 13g, 15e, 16e, 17e, 18d, 19d, 20, and 21.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any needs assessments reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Identifier ReturnReference Explanation
Bad Debt Expense Financial Statement Footnote and Costing Methodology Schedule H, Part III, Question 4 West Penn Allegheny Health System, Inc. does not issue separate audited financial statements and therefore a footnote does not exist. Bad debt expense is accounted for on a charge basis in our internal financial statements. A cost to charge ratio is applied to the internal figures to convert the charge to cost. It is the opinion of West Penn Allegheny Health System management that because patients are often reluctant to complete the required charity care paperwork that an unquantifiable amount of charity care results in bad debt. Thus, it is our opinion that bad debt expense can be considered a justifiable componet of charity care.
Medicare Shortfall as a Community Benefit and Costing Methodology Schedule H, Part III, Question 8 West Penn Allegheny Health System, Inc. receives overall reimbursement from Medicare less than the cost of the services provided. As such, we consider the shortfall a community benefit. The source used to determine the amount reported on Line 6 is the medicare cost report.
Collection Practices For Patients Who Qualify For Financial Assistance Schedule H, Part III, Question 9b Patients that qualify for charity care or financial assistance are provided with an approval letter with the effective dates for the assistance. At any time the individual presents for services within a 90 day span of approval, they show the letter and will be registered as a charity care case. Charity care cases are designated in the internal computerized systems with unique plan codes that prevent billing to the patient. Reports are run to capture the patient accounts registered with the charity care plan codes so they can be written off to charity care.
Charges For Medical Care Schedule H, Part V, Section B, Line 19d West Penn Allegheny Health System offers uninsured patients a fifty percent (50%) discount on total gross charges to all hospital charges. The intent of the discount is to standardize charging practices for covered and non covered patients. The discount is offered during patient contact for elective/ urgent (non cosmetic) procedures during the financial counseling process, as well as during the patient statement cycle process for services provided (including Emergency services.) Patient statements are clearly marked with the uninsured discount, reducing the "amount owed" of the gross charges. An uninsured discount of 50% is applied to the patient account either at the time of payment or prior to transferring the account to bad debt upon conclusion of the routine four statement cycle, for any unpaid balances. This methodology is applied consistently among the three Hospitals of West Penn Allegheny Health System, Inc.
Charges Equal To Gross Charges For Patient Services Schedule H, Part V, Line 21 Each facility offers a variety of procedures. For elective and non medically emergent procedures not covered by health plans, individual fee schedules are published and communicated prior to services. Patients are contacted in advance of the procedure by financial counselors and are required to pay for services in full based on the fee schedule. The patient is required to pay the hospital fee schedule for the technical component and the physician for the professional services rendered. This methodology is applied consistently among the three Hospitals of West Penn Allegheny Health System, Inc.
Health Needs Assessment Schedule H, Part VI, Line 2 West Penn Allegheny Health System, Inc. management and staff utilize multiple strategies to continually monitor and assess the health care needs of the communities it serves. One approach to assessing needs involves surveying community members about health needs related to national and state health goals. West Penn Allegheny Health System, Inc. also acts on expressed community needs by responding to direct community requests for health screenings, outreach events and other health-related activities and by maintaining longstanding programs that are well attended and positively evaluated by community participants. In addition, West Penn Allegheny Health System, Inc. gathers community input through participation in area rotaries, chambers of commerce, through partnerships with community organizations and other community engagement activities. Another means is through reviewing and taking appropriate actions on feedback gathered from the following sources: routine market assessments; patient and family satisfaction surveys; Press Ganey surveys; patient, patient family and staffs' suggestions for improving patient safety; medical staff input and physician surveys. In addition to the ongoing community health monitoring and assessment, West Penn Allegheny Health System, Inc. is actively working towards a formal community health needs assessment (CHNA) for each Hospital that will be completed for the fiscal year end June 30, 2013. This assessment is currently being done separately for each hospital. Each hospital will have its personal needs assessment findings published and available to the general public as well as an implementation strategy adopted by the board of directors. The needs assessment will involve systematically analyzing demographic and other health-related data, considering local, state and national health goals, understanding existing community health resources and programs, as well as engaging and actively soliciting input from community partners and community members with special knowledge of public health. It is expected that the WPAHS, Inc. board of directors will approve and implement the CHNA plan prior to June 30, 2013.
Patient Education For Eligibility For Assistance Schedule H, Part VI, Line 3 Each West Penn Allegheny Health System, Inc. Hospital displays signage in various patient Admission, Registration and Emergency Department areas that alerts that patient to Account Assistance program availability and contact information. During the preservice process, patients are evaluated to determine financial assistance options. West Penn Allegheny Health System, Inc. offers the "Account Assistance Program" which consists of application assistance for governmental eligibility, Charity Care application completion and submission support, as well as uninsured provisions. Account Assistance summaries are available on the West Penn Allegheny Health system website www.wpahs.org under the link titled, "Care for Uninsured" are available to the public. The Charity Care application, as well as, a Medical Assistance check list is available for patients who wish to self-apply. In addition to the documents, toll free telephone numbers regarding Account Assistance, charity and/or other financial inquiries are available. The website also contains a copy of the brochure that summarizes the Account Assistance program, as well as provides various governmental and internal numbers to patients seeking additional support. Each Hospital also provides on-site support through Financial Counselor staff who are available to work with patient walk in's. Financial Counselors work directly with the patients as well as designated agency support regarding qualifying patients for Medical Assistance. Both week day and weekend coverage is available to the patients, as well as field support needed for post discharge follow up needed for application submission. The above support is available at no charge to the patient.
Community Served Information Schedule H, Part VI, Line 4 West Penn Allegheny Health System, Inc. consists of three Hospital Campus locations. Two campus locations are in the City of Pittsburgh, located in the North Side and Bloomfield and the third location is in the Municipality of Monroeville. Collectively, we provide health care services to the residents of Pittsburgh and Monroeville. The City of Pittsburgh has approximately 308,000 residents and the Municipality of Monroeville has approximately 28,000 residents. All three Hospital campuses are located in Allegheny County. Allegheny County consists of approximately 1,228,000 residents living in a land area of approximately 730 square miles. The median housing value in Allegheny County is $118,700.
Promotion of Community Health Schedule H, Part VI, Line 5 West Penn Allegheny Health System, Inc. promotes the health of the communities we service through the provision of a 24 hour emergency department located at every hospital available 7 days a week for everyone regardless of their ability to pay. Allegheny General Hospital's lifeflight provides regional emergency helicopter and critical care ground transportation services for critically ill and injured individuals who need immediate specialized care. Lifeflight is available 24 hours a day, 7 days a week. The Pennsylvania Trauma Systems Foundation has designated Allegheny General Hospital as a Level I regional resource trauma center. The Trauma center has capabilities in patient care, research and education of future medical professions. A trauma surgeon is available 24 hours a day, 7 days a week to respond to patient needs. We specialize in many forms of highly skilled and technical medical treatment. These services are necessary to advance the healthcare of the communities we serve, therefore we undertake and subsidize the services with the understanding that they will result in a financial loss. The Board of Directors of West Penn Allegheny Health System, Inc. is comprised of a majority of independent community members. Further, we apply all surplus funds into the advancement of healthcare for the communities we serve. The Hospitals also provide community benefits by contributing support to the community groups as described in the Community Benefit Report contained in Schedule O. Please refer to the Community Benefit Report for further information.
Affiliated Healthcare System Schedule H, Part VI, Line 6 West Penn Allegheny Health System (WPAHS) is comprised of some of the oldest and best-known names in health care in western Pennsylvania. From their inception, the system's hospitals have been in the vanguard of patient care, medical research and health sciences education. Comprised of two tertiary and three community hospitals, WPAHS includes Allegheny General Hospital and The Western Pennsylvania Hospital, both in Pittsburgh; Alle-Kiski Medical Center in Natrona Heights; Canonsburg General Hospital in Canonsburg and the Western Pennsylvania Hospital - Forbes Regional Campus in Monroeville. Offering a comprehensive range of medical and surgical services, the hospitals serve Pittsburgh and the surrounding five-state area, house nearly 1,600 beds and employ more than 11,000 people. Together, the WPAHS hospitals admit nearly 56,000 patients, log over 164,000 emergency visits and deliver more than 3,800 newborns each year. Combined, the hospitals are among the leaders in percentages of total surgeries, cardiac surgeries, neurosurgeries and cardiac catheterization procedures performed throughout the region. West Penn Allegheny Health System, Inc. serves as the flagship for the West Penn Allegheny Health System. Through our Allegheny General, Western Pennsylvania and Forbes Regional Campuses we provide exceptional education to the aspiring healthcare professionals of tomorrow. We fund research that is conducted through the research arm of the health system, known as Allegheny Singer Research Institute. We specialize in areas such as Burn Care at the West Penn Campus and our affiliation with other national organizations such as the Joslin Diabetes Center and the Jones Institute for Reproductive Medicine guarantees the best possible treatment for our patients.
State Filing of Community Benefit Report Schedule H, Part VI, Line 7 West Penn Allegheny Health System, Inc. files the community benefit report with the state of Pennsylvania as part of our obligation to furnish the state of Pennsylvania with a copy of the IRS Form 990 and related schedules.
Schedule H (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number
25-0969492
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) American Diabetes Association300 Penn Center Blvd
Pittsburgh,PA15235 		25-1798379 501(c)(3) 14,500       To further the charitable mission of the organization.
(2) American Heart Association5455 North High Street
Columbus,OH43214 		13-5613797 501(c)(3) 60,000       To further the charitable mission of the organization.
(3) Butler Health System FoundationOne Hospital Way
Butler,PA16001 		23-1352630 501(c)(3) 7,780       To further the charitable mission of the organization.
(4) March of Dimes Foundation5168 Campbells Run Road Ste 101
Pittsburgh,PA15205 		54-1605958 501(c)(3) 13,300       To support the charitable mission of the organization.
(5) Lupus Foundation of America2000 L Street
Washington,DC20036 		43-1131436 501(c)(3) 10,000       To support the charitable mission of the organization.
(6) Friends of the Riverfront33 Terminal Way
Pittsburgh,PA15219 		25-1655056 501(c)(3) 20,000       To support the charitable mission of the organization.
(7) National Ovarian Cancer Coalition6507 Wilkins Ave Ste 100
Pittsburgh,PA15217 		25-1845284 501(c)(3) 6,000       To support the charitable mission of the organization.
(8) Pittsburgh Arts and Lectures Inc301 South Craig ST Ste 200
Pittsburgh,PA15213 		25-0986052 501(c)(3) 7,500       To support the charitable mission of the organization.
(9) Leukemia and Lymphoma Society333 E Carson Street Ste 441
Pittsburgh,PA15219 		13-5644916 501(c)(3) 15,000       To support the charitable mission of the organization.
(10) Susan G Komen Breast Cancer Foundation1133 South Braddock Avenue
Pittsburgh,PA15218 		13-1673104 501(c)(3) 10,000       To support the charitable mission of the organization.
(11) Allegheny County Medical Society Foundation713 Ridge Avenue
Pittsburgh,PA15212 		25-6064355 501(c)(3) 8,000       To support the charitable mission of the organization.
(12) Back Alley Productions727 Allegheny Avenue
Oakmont,PA15139 		  10,000       See Supplemental Disclosure
(13) Lanterne Rouge LLC439 Peebles Street
Pittsburgh,PA15221 		  6,500       See Supplemental Disclosure.
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
11
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
2
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Scholarships 9 16,400   FMV  













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
Procedures for Monitoring the use of Grant Funds In the US Form 990, Schedule I, Page 1 West Penn Allegheny Health System, Inc. upper management analyzes requests for charitable disbursements on an ongoing basis. Disbursements are rewarded to organizations that demonstrate a charitable purpose, a community benefit and who will put the use of the funds towards the charitable mission on which West Penn Allegheny Health System, Inc. was founded.
Donations to Other Organizations Schedule I, Page 1, Part II West Penn Allegheny Health System Inc. made the following donations to organizations not recognized under IRC Section 501(c)(3) during the year ended June 30, 2012: Back Alley Productions - A contribution of $10,000 was made payable to Back Alley Productions for the purpose of sponsoring the 2011 GNC Live Well Corporate Challenge in Pittsburgh. This challenge features corporate local teams competing in a number different sports challenges for the GNC Championship Cup. Proceeds from the challenge benefit local charities. Lanterne Rouge, LLC - A contribution of $6,500 was made payable to Lanterne Rouge, LLC as a sponsorship for a weekend of bicycle races in downtown Pittsburgh. This event is a one-of-a-kind criterium-style bicycle race through the downtown area of Pittsburgh that helps the community stay active and vibrant while enjoying the benefits of the sport of cycling.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
Yes
 
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) Diane Dismukes (i)
(ii)		 413,921
0 		100,000
0 		225,717
0 		833,367
0 		10,967
0 		1,583,972
0 		0
0
(2) Patrick Demeo MD (i)
(ii)		 0
863,971 		0
175,000 		0
552 		0
10,819 		0
10,920 		0
1,061,262 		0
0
(3) George Magovern MD (i)
(ii)		 0
612,745 		0
0 		0
1,032 		0
12,250 		0
12,120 		0
638,147 		0
0
(4) James Wilberger (i)
(ii)		 0
819,167 		0
110,000 		0
20,572 		0
78,631 		0
10,498 		0
1,038,868 		0
0
(5) David Parda MD (i)
(ii)		 0
690,246 		0
85,000 		0
552 		0
9,800 		0
14,619 		0
800,217 		0
0
(6) Matthew Peterson (i)
(ii)		 165,051
0 		12,862
0 		57
0 		7,748
0 		5,141
0 		190,859
0 		0
0
(7) David Kiehn (i)
(ii)		 451,544
0 		90,090
0 		1,584
0 		579,119
0 		12,145
0 		1,134,482
0 		0
0
(8) Robert Brandfass (i)
(ii)		 364,311
0 		60,764
0 		11,493
0 		9,800
0 		19,628
0 		465,996
0 		0
0
(9) Gregory Burfitt (i)
(ii)		 401,523
0 		0
0 		240,276
0 		394,425
0 		9,691
0 		1,045,915
0 		0
0
(10) Judy Zedreck (i)
(ii)		 273,484
0 		40,568
0 		1,025
0 		9,800
0 		5,717
0 		330,594
0 		0
0
(11) Denzil Rupert (i)
(ii)		 336,260
0 		50,508
0 		12,859
0 		9,800
0 		10,785
0 		420,212
0 		0
0
(12) Reese Jackson (i)
(ii)		 337,770
0 		35,880
0 		6,777
0 		9,800
0 		9,761
0 		399,988
0 		0
0
(13) Margaret Barron (i)
(ii)		 275,584
0 		56,404
0 		552
0 		9,800
0 		12,959
0 		355,299
0 		0
0
(14) William Edmondson (i)
(ii)		 163,186
0 		0
0 		86,014
0 		166,684
0 		5,421
0 		421,305
0 		0
0
(15) Tony Farah MD (i)
(ii)		 219,735
367,162 		0
0 		1,878
3,138 		3,663
6,137 		4,703
7,867 		229,979
384,304 		0
0
(16) John Foley (i)
(ii)		 410,277
0 		88,578
0 		1,242
0 		318,474
0 		11,917
0 		830,488
0 		0
0
(17) Roy Santarella (i)
(ii)		 605,727
0 		171,437
0 		194,726
0 		1,301,114
0 		11,650
0 		2,284,654
0 		117,174
0
(18) Bart Metzger (i)
(ii)		 398,176
0 		81,396
0 		41,570
0 		12,250
0 		10,169
0 		543,561
0 		0
0
(19) Thomas Moser (i)
(ii)		 287,952
0 		34,845
0 		552
0 		9,800
0 		2,154
0 		335,303
0 		0
0
(20) Richard Ray MD (i)
(ii)		 0
292,725 		0
0 		0
3,048 		0
14,700 		0
10,766 		0
321,239 		0
0
(21) Mark Rubino MD (i)
(ii)		 0
413,904 		0
50,579 		0
552 		0
9,800 		0
10,378 		0
485,213 		0
0
(22) Thomas Campbell MD (i)
(ii)		 0
353,567 		0
25,000 		0
862 		0
9,800 		0
10,110 		0
399,339 		0
0
(23) Susan Manzi MD (i)
(ii)		 0
421,712 		0
63,750 		0
552 		0
9,800 		0
11,065 		0
506,879 		0
0
(24) James Kanuch (i)
(ii)		 203,751
0 		27,750
0 		291
0 		7,748
0 		10,863
0 		250,403
0 		0
0
(25) Pamela Gallegher (i)
(ii)		 235,714
0 		28,137
0 		516
0 		9,800
0 		8,104
0 		282,271
0 		0
0
(26) Kimberly Sperring (i)
(ii)		 190,906
0 		29,082
0 		257
0 		11,519
0 		8,075
0 		239,839
0 		0
0
(27) Sheran Shipley (i)
(ii)		 191,784
0 		18,746
0 		2,220
0 		12,827
0 		9,400
0 		234,977
0 		0
0
(28) Marian Block MD (i)
(ii)		 329,219
0 		0
0 		160,382
0 		223,241
0 		7,402
0 		720,244
0 		0
0
(29) Mark Barnhart (i)
(ii)		 207,327
0 		19,619
0 		135,562
0 		209,230
0 		7,482
0 		579,220
0 		0
0
(30) Ned Laubacher (i)
(ii)		 309,922
0 		48,068
0 		360
0 		9,800
0 		9,829
0 		377,979
0 		0
0
(31) Paul Kiproff (i)
(ii)		 309,972
0 		47,500
0 		0
0 		9,800
0 		0
0 		367,272
0 		0
0
(32) Robert McMullen (i)
(ii)		 270,155
0 		37,605
0 		1,584
0 		150,882
0 		9,208
0 		469,434
0 		0
0
(33) Christopher Olivia MD (i)
(ii)		 677,905
0 		2,500,000
0 		930,056
0 		1,884,800
0 		10,553
0 		6,003,314
0 		3,507,618
0
(34) Judy Hlafcsak (i)
(ii)		 0
0 		0
0 		258,918
0 		17,210
0 		240
0 		276,368
0 		258,918
0
(35) Sanford Kurtz MD (i)
(ii)		 329,283
0 		0
0 		353,192
0 		349,468
0 		9,468
0 		1,041,411
0 		334,768
0
(36) Dawn Gideon (i)
(ii)		 0
0 		0
0 		520,867
0 		0
0 		0
0 		520,867
0 		520,867
0
(37) Thomas Albanesi (i)
(ii)		 50,974
0 		0
0 		266,606
0 		43,578
0 		6,445
0 		367,603
0 		239,282
0
(38) Sherry Zisk (i)
(ii)		 49,222
0 		71,877
0 		270,194
0 		0
0 		7,848
0 		399,141
0 		0
0
(39) Dwight Monson (i)
(ii)		 288,330
0 		57,360
0 		34,476
0 		342,518
0 		13,264
0 		735,948
0 		0
0
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Questions Regarding Compensation Received by Listed Individuals Form 990, Schedule J, Page 1, Line 1a The following represents additional disclosure pertaining to directors, officers and/or key employees listed in Form 990, Part VII, Section A who received a benefit listed on Schedule J, Line 1a from the organization during the year ended December 31, 2011: Housing Allowance or Residence for Personal Use - Muliple individuals listed in Form 990, Part VII, Section A received a housing allowance from the organization during the year ended June 30, 2011. The allowances were included in Box 5 of IRS Form W-2 for all individuals to the extent required. Health or Social Club Dues or Initiation Fees - One individual listed in Form 990, Part VII, Section A received social club dues from the organization during the year ended December 31, 2011. The social club dues were included in Box 5 of the IRS Form W-2 for the listed individual. Personal Services - One individual listed in Form 990, Part VII, Section A was provided security protection as a result of a bona-fide security risk directly associated with their employment with West Penn Allegheny Health System, Inc. Accordingly, pursuant to Internal Revenue Code Section 132, the above security protection was treated as a non-taxable working condition fringe benefit to the individual.
Severance Payments Received by Listed Individuals Schedule J, Page 1, Part I, Line 4a The following represents additional disclosure for Schedule J, line 4a pertaining to officers and key employees listed in Form 990, Part VII, Section A, Line 1a receiving severance pay during the calendar year ended within the June 30, 2012 fiscal year end: Christopher Olivia, MD $625,000 Roy Santarella $117,174 Dawn Gideon $520,867 Sanford Kurtz, MD $334,768 Judy Hlafcsak $259,157 Thomas Albanesi $228,782 Diane Dismukes $166,673 Marian Block, MD $159,458 Gregory Burfitt $188,489 Sherry Zisk $248,810 William Edmondson $ 81,419 Dwight Monson $ 26,494 Mark Barnhart $125,538
Amounts Paid Pursuant to the Initial Contract Exception IRS Form 990, Schedule J, Page 1, Part I, Line 8 During the June 30, 2012 fiscal year, compensation was paid for certain employees pursuant to their initial contract signed with West Penn Allegheny Health System. Accordingly, amounts reported in Form 990, Part VII as well as Schedule J, Part II represent compensation paid subject to the initial contract exception described in Regs. Section 53.4958-4(a)(3).
Deferred Compensation Analysis of Listed Individuals IRS Form 990, Schedule J, Page 2, Part II, Column C Retirement and other deferred compensation reflect amounts accrued to the benefit of the applicable individuals related to qualified pension and severance plans. In this regard, the following individuals have amounts accrued related to future severance payments to be made: Christopher Olivia, MD Diane Dismukes Roy Santarella Judy Hlafcsak Thomas Albanesi Sanford Kurtz, MD David Kiehn Gregory Burfitt William Edmondson John Foley Marian Block, MD Mark Barnhart Robert McMullen Dwight Monson
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Part VI.
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number
25-0969492
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A Allegheny County Hospital Development Authority
  		25-1327925 01728AG83 06-19-2007 758,726,273 Allegheny County Hospital Developm   X   X   X
Part II
Proceeds
A B C D
1 Amount of bonds retired . . . . . . . . . . . . . 31,200,000      
2 Amount of bonds legally defeased . . . . . . . . . . 0      
3 Total proceeds of issue . . . . . . . . . . . . . 758,726,273      
4 Gross proceeds in reserve funds . . . . . . . . 57,479,549      
5 Capitalized interest from proceeds . . . . . . . . . . 1,168,705      
6 Proceeds in refunding escrows . . . . . . . . . . . 605,198,542      
7 Issuance costs from proceeds . . . . . . . . . . . 15,174,525      
8 Credit enhancement from proceeds . . . . . . . . . . 0      
9 Working capital expenditures from proceeds . . . . . . . 0      
10 Capital expenditures from proceeds . . . . . . . . . . 136,118,576      
11 Other spent proceeds . . . . . . . . . . . 0      
12 Other unspent proceeds . . . . . . . . . . . 0      
13 Year of substantial completion . . . . . . . . . . . 2012
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? . . . . X              
15 Were the bonds issued as part of an advance refunding issue? . . . . X              
16 Has the final allocation of proceeds been made? . . . . . . X              
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . X              
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . .   X            
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . X              
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2011
Schedule K (Form 990) 2011
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . X              
b If ‘Yes’ to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? . . . . . X              
c Are there any research agreements that may result in private business use of bond-financed property? . . . . . . .   X            
d If ‘Yes’ to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? .                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . SchKMediumBullet 0%   %   %   %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . . . . . SchKMediumBullet 0%   %   %   %
6 Total of lines 4 and 5 . . .. . . . . . . . . 0%   %   %   %
7 Does the bond issue meet the private security or payment test? . . . X              
8 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2?
X              
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . . X              
2 Is the bond issue a variable rate issue?   X            
3a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X            
b Name of provider . . . . . . . . 0
  		 
  		 
  		 
 
c Term of hedge . . . . . . . .        
d Was the hedge superintegrated? . . . .                
e Was a hedge terminated? . . . . .                
4a Were gross proceeds invested in a guaranteed investment contract (GIC)? . . . . . . X              
b Name of provider . . . . . . Hypo Public Finance
  		 
  		 
  		 
 
c Term of GIC . . . . . . . 3.      
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? . . . . . . X              
5 Were any gross proceeds invested beyond an available temporary period? . . . . . . X              
6 Did the bond issue qualify for an exception to rebate? .   X            
7 Has the organization established written procedures to monitor the requirements of section 148? . . .   X            
Schedule K (Form 990) 2011

Schedule K (Form 990) 2011
Page 3
Part V
Procedures To Undertake Corrective Action
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? . . . . . . . . . . . . . .
Part VI
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2011

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) Mark Rubino MD Key Employee 344,854 See Supplemental Sch. L Detail   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Business Transaction With Interested Party - Mark Rubino, MD Schedule L, Page 2, Part IV Mark Rubino, MD is a Key Employee of West Penn Allegheny Health System, Inc. Mark Rubino, MD is a partner in a limited partnership that leases office space to West Penn Allegheny Health System, Inc. All business conducted between the parties is at arms length and at fair market value.
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Identifier Return Reference Explanation
Subsequent Event - Corporate Affiliation Form 990 - General Information West Penn Allegheny Health System, Inc. has consummated a formal affiliation on April 29, 2013 to establish a regional integrated health care services delivery system. The details of the affiliation will be documented in the footnotes to the Audited Financial Statements. Due to the considerable complexities associated with this affiliation, the audited financial statements have not been issued at the date of the filing of this tax return. Upon issuance, we will amend this tax return to include a copy of the audited financial statements.
Statement of Program Service Accomplishments Form 990, Page 2, Part III, Line 4a INTRODUCTION TO WEST PENN ALLEGHENY HEALTH SYSTEM, INC. West Penn Allegheny Health System, Inc. (WPAHS, Inc.) is part of the West Penn Allegheny Health System (WPAHS). Organized in 2000, WPAHS (www.wpahs.org) is comprised of West Penn Allegheny Health System, Inc. (WPAHS, Inc.), Alle-Kiski Medical Center (AKMC), Canonsburg General Hospital (CGH), Allegheny Medical Practice Network (AMPN), Allegheny Specialty Practice Network (ASPN), Allegheny-Singer Research Institute (ASRI), West Penn Physician Practice Network (WPPPN), West Penn Allegheny Oncology Network (WPAON) Canonsburg General Hospital Ambulance Service, Inc. (CGH Ambulance), Alle-Kiski Medical Center Trust (AKMC Trust), Forbes Health Foundation (FHF) and The Western Pennsylvania Hospital Foundation (WPHF). This affiliation ensures that WPAHS, Inc. area residents have access to a complete continuum of health care services. Through appropriate integration across the System both clinically and operationally, our Hospitals are able to remain a high quality, low-cost provider with linkages to the latest medical research and advanced technology. West Penn Allegheny Health System, Inc. consists of the following three hospital campuses: Allegheny General Hospital (WPAHS, Inc. - AGH), Forbes Regional Hospital (WPAHS, Inc. - FRH) and the Western Pennsylvania Hospital (WPAHS, Inc. - WPH). Because each hospital does numerous charitable activities for the communities we serve, we feel best served by presenting the Statement of Program Service Accomplishments for each hospital separately. In total, we will present the Statement of Program Service Accomplishments for WPAHS, Inc. - AGH, WPAHS, Inc. - WPH and WPAHS, Inc. - FRH. PURPOSE AND MISSION West Penn Allegheny Health System, Inc. is an organization defined by our talented people. We are an organization committed to excellence; an organization with one purpose and one mission. Our purpose is to improve the health of the people in the Western Pennsylvania region. Our mission is to practice medicine, educate and conduct research as an integrated team of physicians, nurses and support professionals who are committed to improving the health of our patients. SUPPORT OF RESEARCH The Hospitals of WPAHS, Inc., through its research arm, an affiliated organization named Allegheny Singer Research Institute (ASRI), EIN: 25-1320493, are extremely dedicated to providing financial support in medical research activities. During Fiscal 2012 $7,458,172 was underwritten by WPAHS, Inc. and ASRI in support of research and education. ASRI has a distinguished history of pioneering biomedical research, and its accomplishments are described in greater detail in the filing of its own Statement of Program Service Accomplishments. SUPPORT OF EDUCATION The hospitals of WPAHS, Inc. are extremely dedicated to providing financial support for the education of healthcare professionals. During Fiscal 2012, approximately $38,089,000 was underwritten by WPAHS, Inc. in support of education. Among the activities supported were the training of medical interns, residents and fellows, nursing school training and training programs for students enrolled in the schools of respiratory, radiology and pharmacy. WPAHS, Inc. also upholds an affiliation with both Temple University and the Drexel University College of Medicine in an effort to ensure the solid education of our healthcare professionals of the future. UNCOMPENSATED CARE To enhance the health status of the community in which it operates and consistent with its tax-exempt status, WPAHS, Inc. provides needed health care services to individuals regardless of their ability to pay for all or part of the services rendered. These services include both inpatient and outpatient services as well as an emergency room that is available 24 hours a day. Consistent with the filing of Schedule H, the components of uncompensated care include charity care at cost and unreimbursed Medicaid. WPAHS, Inc. provided uncompensated care at an approximate cost of $37,498,588 in Fiscal 2012. SUBSIDIZED HEALTH SERVICES Subsidized health services represent those programs provided to the community by WPAHS, Inc. despite the fact the Hospitals incur a financial loss to do so. WPAHS, Inc. recognizes the need of its community and voluntarily subsidizes these programs in support of its charitable mission. Among the subsidized health services provided by WPAHS, Inc. is the operation of the emergency department, lifeflight operation, drug and alcohol abuse treatment and neonatal care. Consistent with the filing of Schedule H, WPAHS, Inc. provided subsidized health services at an approximate cost of $12,744,298 in Fiscal 2012. COMMUNITY BENEFIT ACTIVITIES WPAHS, Inc. undertakes various activities that benefit the health and well-being of the communities we serve. These activities have little or no reimbursement and are operated at a loss. Consistent with the filing of Schedule H, WPAHS, Inc. provided the following community benefit activities at the associated cost during Fiscal 2012: Community Health Improvement Services and Community Benefit Operation $946,257 Health Professions Education - Net of Intern, Resident, Fellow and School of Nursing $1,541,318 Financial and In-Kind Contributions $357,859 Community Building Activities $395,707 The specific activities associated with the cost of providing community benefit is disclosed in the pages that follow in the Hospital specific community benefit reports of Allegheny General Hospital, The Western Pennsylvania Hospital and Forbes Regional Hospital. INTRODUCTION TO ALLEGHENY GENERAL HOSPITAL Founded in 1885 on Pittsburgh's historic North Side, West Penn Allegheny Health System, Inc. - Allegheny General Hospital Campus (WPAHS, Inc. - AGH) has earned an international reputation for excellence and innovation in the care of patients, medical education and research. Serving Pittsburgh and the surrounding five-state area, the 631 bed academic health center offers a wide array of medical and surgical services as well as an emergency room open 24 hours a day 7 days a week open to everyone regardless of their ability to pay. WPAHS, Inc - AGH has historically won and continues to win both national and international recognition and awards for its programs in numerous specialty areas. Thomson Healthcare has recognized AGH as one of the country's 100 Top Hospitals - and recently named our network of hospitals one of the best healthcare systems in the nation. WPAHS, Inc. - AGH also received the Consumer Choice Award for Western Pennsylvania from the National Research Corporation, and Solucient Inc., one of the healthcare industry's leading quality research organizations, recognizes the Hospital as a Top 100 hospital in the country for both orthopaedic surgery and the treatment of stroke. WPAHS, Inc. - AGH has been recognized by U.S. News & World Reports in 9 areas of excellence and has been recognized by U.S. News & World Report as one of the country's best hospitals. The Hospital has also been recognized by the American Heart Association for the Get with the Guidelines Heart Failure Gold Achievement Award and the Coronary Artery Disease Gold Performance Achievement Award. As one of the largest tertiary facilities in the region, the 631 bed WPAHS, Inc. - AGH main campus and its two main outpatient campuses, AGH Suburban in nearby Bellevue and AGH McCandless in the North Hills offers the most advanced care available in specialty areas, including colorectal surgery, diagnostic and interventional radiology, emergency medicine, endocrinology, gastroenterology, general surgery, allergy/immunology, anesthesiology/pain medicine, internal medicine, bariatric/weight loss surgery, minimally invasive surgery, nephrology, gynecology, cardiology, cardiothoracic surgery, ophthalmology, otorhinolaryngology, pediatrics, psychiatry, critical care medicine, infectious disease, oncology, pathology and laboratory medicine, reproductive medicine and infertility, vascular surgery, urogynecology, maternal and fetal medicine, pulmonary medicine, radiation oncology, rheumatology, transplant surgery, oral and maxillofacial surgery, dental medicine and nutrition. The hospital's highly acclaimed physicians are leaders in a vast array of specialty areas. WPAHS, Inc. - AGH specialists in cardiology and cardiothoracic surgery have been recognized among the nation's best for their experience and achievements in providing superior heart care. Through the Gerald McGinnis Cardiovascular Institute, these specialists offer a more streamlined pathway of care for treating cardiac and vascular diseases. Patients can receive the latest and most innovative therapies, as well as diagnostic and educational services, in one convenient location.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a Neurologists and neurosurgeons at WPAHS, Inc. - AGH are advancing groundbreaking, effective treatments for stroke, epilepsy, movement disorders and disorders of the peripheral nerves and muscles. The Hospital's neuroscience programs were collectively recognized as a Neuroscience Center of Excellence. Designated as a Primary Stroke Center by the Joint Commission, WPAHS, Inc. - AGH offers a dedicated Stroke Unit that serves as the primary destination for stroke patients admitted to the hospital, providing highly specialized acute care for ischemic and hemorrhagic stroke, including the post-operative care of patients who undergo interventional stroke procedures. The WPAHS, Inc. - AGH Cancer Center is one of the nation's most advanced facilities, offering patients access to state-of-the-art programs for the complete spectrum of malignant disease, including centers for lung, esophageal, prostate, breast, colon and rectal, liver, brain, pancreatic, gynecologic, head and neck, and blood-borne cancers. WPAHS, Inc. - AGH is the gateway to some of the most prominent research into breast and colorectal cancer treatment and prevention through studies conducted by the National Surgical Adjuvant Breast and Bowel Project. The cancer research initiative, supported by the National Cancer Institute, is based on the WPAHS, Inc. AGH and coordinates the efforts of more than 6,000 medical professionals in the study of breast and bowel cancer. WPAHS, Inc. - AGH was the first in the region to receive designation as a Level I Shock Trauma Center, which is the highest designation available, and its Life Flight aero medical service was the first to fly in the northeastern United States. The Hospital's highly regarded sports medicine program serves as the official medical provider for the Pittsburgh Pirates professional baseball club. The Hospital also supports and directs numerous scholastic sports medicine programs. WPAHS, Inc. - AGH Suburban offers the best in outpatient services to residents of the northern communities while maintaining a close connection with the physicians and services at the main campus, which is just a few miles away on the city's North Side. It provides an urgent care center where board-certified physicians and pediatricians treat many common emergency injuries and illnesses. Outpatient services provide the residents of Bellevue and surrounding neighborhoods a variety of outpatient services including outpatient testing, cardiogram (EKG) and lab work; GI lab services; outpatient rehabilitation services including physical therapy, speech therapy and occupational therapy; radiology and diagnostic imaging services including CT scan, ultrasound, mammography and bone density scanning and cardiology services including echo, stress testing and nuclear medicine. WPAHS, Inc. - AGH Suburban provides multiple health screening and educational programs for the Bellevue and surrounding Northern Pittsburgh communities. Physicians and other healthcare providers facilitate sessions aimed at improving health and injury prevention. Sessions are offered at the Suburban General Campus as well as in collaboration with other local community groups and partners. WPAHS, Inc. - AGH McCandless gives patients in the North Hills easy access to a host of its state-of-the-art services and leading physicians. At WPAHS, Inc. - AGH McCandless, the latest in imaging capabilities are available including open bore MRI, CT scans, ultrasound, x-ray, digital mammography, bone densitometry and nuclear medicine From cardiology to rheumatology, general surgery, neurosurgery, thoracic surgery and vascular surgery, WPAHS, Inc. - AGH McCandless brings the highly regarded expertise of Allegheny General right into the northern suburbs. In addition, there is on-site lab services and free parking. A long-standing commitment to education and research remains a cornerstone of WPAHS, Inc. - AGH philosophy, as evidenced by it serving as a regional campus of the Philadelphia-based Drexel University College of Medicine and Temple University School of Medicine and ongoing, innovative research studies in the neurosciences, medical oncology, human genetics, cardiovascular and pulmonary diseases, orthopedics and trauma. During FY 2012, WPAHS, Inc. - AGH admitted over 23,000 patients and logged over 51,000 emergency visits and 24,000 surgical procedures. Over 800 physicians and 4,500 employees share the hospital's commitment to excellence in patient care, medical education and research. COMMUNITY ASSESSMENT Community health improvement services and community benefit operations include activities carried out to improve community health. They extend beyond patient care to include activities that are subsidized by the Hospital. The activities range from community health clinics and screenings to health education programs designed to raise community awareness of various healthcare topics and issues. As a division of WPAHS, Inc. and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - AGH provided these services at a cost of $394,707 in Fiscal 2012. CHILDREN AND ADOLESCENCE Walk to Win Program - The Walk to Win program aims to promote physical activity in grade school children and teach them about the dangers of childhood obesity and the beneficial effect of walking for exercise. The program's goal is to promote more physical activity in youths. At the conclusion of the program, each participating elementary school is presented with an educational grant to be used in support of physical education. Injury Prevention Program - The WPAHS, Inc. AGH Trauma Center, addressed middle school children at a local school district on the topic of prevention safety. The discussion centered on prevention of brain and spinal cord injuries. This day long program was offered at no cost to the school participating. Community Health and Safety Days - Various staff members and physicians staffed various informational tables and provided demonstrations for a community health and safety day event. Life Flight Helicopter landed and the crew remained available for the duration of the event. Emergency staff provided fittings and bicycle helmets were distributed to 250 community youth with a mountain bike being given away to one youth in attendance. The Pittsburgh baseball team mascot, the Pirate Parrot was on site to provide entertainment for the children. Parents were given the opportunity to interact with various health care and safety providers, ask questions and to learn about what is available in their community. Approximately 500 plus community members took advantage of this opportunity. Local police, fire and EMS personnel also took part in this event. Pediatric Asthma - WPAHS, Inc. - AGH professionals provided a lecture that focused on the causes, diagnoses and treatment of pediatric asthma. Special emphasis was placed on discussing the recent rise in cases of pediatric asthma as well as options to effectively control the disease. This program was offered at no cost and included educational handouts and a question and answer session. Elementary School Health Fair - Two registered dietitians and a dietetic intern provided a variety of nutrition information to the elementary school parents and care givers to promote healthy eating through portion control, healthy snacks and increased activity. Destination Wellness - A WPAHS, Inc. - AGH Pediatric professional attended this health fair at a local shopping mall and provided numerous handouts and activities to promote low calorie foods and recipes as Exercise tips for the entire family was given to promote a healthy weight in children and adolescents. SciTech Fair at the Science Center - Schools brought their students to the Pittsburgh area Science Center for a Science Technology Fair. A WPAHS, Inc. - AGH medical professional was on hand to teach kids about heart health and even brought a Portable EKG machine to hook the children to interpret the electrical activity of their heart. Pumpkin Patch Festival - The WPAHS, Inc. - AGH Division of Dental Medicine participated in the Annual Pumpkin Patch Festival and provided information and dental supplies to children. Discussions were conducted with the children regarding the importance and value of good oral hygiene. Dental bags containing tooth paste and tooth brushes along with written educational information that supports the benefits and promotion of good oral hygiene were distributed to the children.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a EXERCISE AND NUTRITION National Nutrition Month Activities - WPAHS, Inc. - AGH Registered Dietitians provided nutrition information throughout the month to patients and visitors alike. An "Ask the Dietitian" event was held with a focus on educating visitors and patients on the US Dietary Guidelines and to "Get Their Plate in Shape". In addition, a grocery store tour was conducted where two WPAHS, Inc. - AGH Registered Dietitians and a Dietary Technician provided a grocery store tour and handouts regarding 2010 US Dietary Guidelines to Grocery Store Customers. How to Get Started in an Exercise Program - This program is presented by a WPAHS, Inc. - AGH physician at no cost to the public and helps people to work past the unpleasant thoughts about exercise such as the painful movements, what you should wear to the gym, or the difficulty of finding time to work out? Most people know they should exercise more, but have trouble figuring out how to get started or how to keep themselves toing once they start. This lecture educated individuals about the critical role of exercise in preventing or reducing the effects of most American diseases and then give your practical tips about how to fit exercise into your week and how to keep it going. Refreshments provided to all participants in attendance. Relaxation Techniques for Stress Management - WPAHS, Inc. - AGH healthcare professionals gave multiple lectures on the topic of relaxation techniques for stress management. Relaxation techniques are mind-focused techniques that use our very powerful mind and body connection to elicit a relaxation response, providing a sense of calm and reversing the adverse effects of stress. Breath-focused techniques can be utilized to provide immediate relief in stressful situations and can be done by anyone in a little as a few moments. Mindfulness is the practice of being present in the moment and minimizing distractions. This class explored the use of breath-focused and mindfulness relaxation techniques to manage stress. Refreshments were provided and this program is offered at no cost. Discovering Your Exercise Personality - This Health and Wellness lecture was provided at no cost for employees at a local business and covered the topic of "Discovering Your Exercise Personality". This lecture was intended to help individuals discover which types of exercise they will enjoy the most and the many benefits of a regular exercise program. Killer Love Handles - WPAHS, Inc. - AGH featured an educational lecture at no cost on the topic of healthy eating and loosing unwanted love handles. We all know they don't look good, but do you really need to worry about those love handles? Light refreshments were served at the lecture. Get Fit, Be Healthy, and Be Happy - This three day community event was held at the AGH - Suburban campus. Healthcare professionals were available to answer questions and provide information to community members on the benefits of walking, including distribution of free pedometers and promotional material encouraging attendance at free health and wellness program sponsored at the WPAHS, Inc. - AGH. Complimentary neck massages were provided on each of the three days of the event. What's for Dinner - This seminar was presented by WPAHS, Inc. - AGH and was focused around education of healthy eating habits such as a bringing awareness to the fact that diets high in antioxidants are associated with a lower risk of cancer, heart disease, Parkinson's disease and Alzheimer's disease. These same foods are high in fiber, low in saturated fats and cholesterol and are good sources of other vitamins and minerals. They also taste great and are easily found in your local supermarket. Light refreshments were provided to all in attendance. Foods that Fight Disease -This presentation conducted by a WPAHS, Inc. - AGH physician taught participants how foods fight disease, what these foods are, and how to identify a few simple changes that can be made in personal eating habits to reduce your risk of disease. A socialization period with a question and answer session followed the presentation. COMMUNITY HEALTH EDUCATION Life Flight Community Interaction - The WPAHS, Inc. - AGH Life flight crew conducts multiple community visits as well as flyovers to commemorate national holidays. The community visits often correspond with community gatherings and focus on the benefits that Life Flight brings to the community. During the community visits, the Life Flight staff may also provide medical information on a number of topics. Health Care Access and Reform - Two WPAHS, Inc. - AGH physicians led a patient to physician open discussion regarding the health care access challenges in the Pittsburgh region. In addition, the world of healthcare is rapidly changing. Discussions took place in an effort to examine the evolution of healthcare over the next several years. Community members are invited to share their expectations and thoughts about our current health environment. Matters of the Heart - A lecture was provided at a community luncheon by a WPAHS, Inc. - AGH physician on the topic of heart disease. This informal presentation includes discussion of heart disease followed by a question and answer session. When You Can't Speak for Yourself - A WPAHS, Inc. - AGH physician engages individuals at this seminar concerning what is and the benefits of a living will. The conversation explored the facts you need to know to make informed health care decisions. Managing Medicine - A WPAHS, Inc. - AGH physician lead a discussion on safely managing medication. Misuse or abuse of medications can lead to a wide array of health problems. This discussion not only discusses prescription medications, but over-the-counter medications as well. Gimmie a Cup of Coffee -The title of this presentation depicts what many individuals feel on a routine basis - sleep deprivation. A healthcare professional provided information on the high prevalence of this disorder, its causes and basic ways to treat sleep deprivation. This presentation will include discussion of the effects of sleep deprivation. To Eat Or Not To Eat - When you are actually ill and cannot eat, what are your options and how do you decide? A WPAHS, Inc. - AGH physician led this program which discussed how to properly care for yourself or a loved one when ill. It Going Down The Wrong Pipe -A WPAHS, Inc. - AGH Speech & Language Pathologist presented the topic of swallowing problems in individuals. This presentation included a discussion of symptoms, diagnosis and treatment of swallowing problems. What Would a Stroke Survivor Tell You - A WPAHS, Inc. - AGH healthcare professional provided a seminar to educate individuals about the warning signs of stroke and what you can do to protect yourself. AIDS Open Door Program - RD provided nutrition education related to food safety, nutrition label reading and basic nutrition information to HIV clients participating in a transitional housing program. Other Health Education Activities - The WPAHS, Inc. - AGH healthcare professional staff conduct various other health related discussions, forums and seminars throughout the course of the year. These topics include, but are not limited to: ask the health expert educational series, family history and the link to cancer, positive mental wellbeing and the effects on your health, how to ensure your personal choices position you to meet your health goals and how to manage high blood-sugar. HEALTH SCREENINGS AND IMMUNIZATION Community Health Screenings - WPAHS, Inc. - AGH provides screenings to members of the community to advance their health. These activities are intended to be preventative and include but are not limited to the following: hyperglycemia and hypertension, nutrition, stroke risk screenings, blood pressure screenings, prostate cancer screenings for elevated PSA levels and oral cancer. Hearts to Soles Influenza Vaccine Campaign - An Influenza Vaccine Campaign was conducted by WPAHS, Inc. - AGH Departments of Pharmacy and Employee Health as part of the Hearts to Soles Campaign held at Catholic Charities in downtown Pittsburgh. Forty-seven people were given influenza vaccine during the event at no cost. An additional eighty influenza vaccine doses and needles were donated to Catholic Charities for the Catholic Charities Free Health Care Center. Multivitamins were also donated to Catholic Charities as part of this event.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III CANCER Breast Cancer - WPAHS, Inc. - AGH recognizes the importance of breast cancer awareness, education and prevention. As such, the Hospital participated in the following activities surrounding breast cancer during the fiscal year: educational event entitled the Many Faces of Breast Cancer, breast cancer awareness programs in the local community, breast cancer health information and education to local businesses at no cost, grand round participation with the Adams County Breast Cancer Coalition, breast cancer lunch, manning booths and providing education materials in conjunction with the race for the cure and learn programs and screenings. An Apple A Day Keeps The Doctor Away - Colon cancer is the second leading cause of cancer-related death in America today. Prevention strategies and early detection are crucial. WPAHS, Inc. - AGH conducted various presentations focusing on strategies for colon health and prevention of colon cancer. Cancer Prevention Study at AGH - WPAHS, Inc. - AGH, in conjunction with the American Cancer Society conducted a cancer prevention study at the Hospital. The ultimate goal of the study is to enroll men and women from various racial and ethnic backgrounds from across the U.S. to better understand the lifestyle, environmental, and genetic factors that cause or prevent cancer and will save our lives. Various professional staff volunteered time to help this worthy cause. Skin Cancer - A WPAHS, Inc. - AGH physician gave multiple presentations at the Suburban Campus location entitled Common Skin Problems in Individuals over Age 65 - Skin Cancer. Cancer is the second leading cause of death in the United State today. Cancer occurs at all ages in all parts of the body. This presentation discussed skin cancer, a common cancer in adults age 65 and over. A 30 minute socialization period with free coffee service occurred before the lecture. The lecture includes a question and answer session afterwards. This program is provided at no cost and is open to any interested member of the community. Awareness of your Family Cancer History - WPAHS, Inc. - AGH presented a program on Why Awareness of Your Family Cancer History is Important to Your Health. Often a history of cancer in the family can lead to an increased risk of contracting the disease. This program focuses on the importance of taking preventative measures for those who have a family history of cancer. ELDERLY AARP Driver Safety Refresher Course - WPAHS, Inc. - AGH offers multiple four hour driver safety renewal class. Students review defensive driving techniques, new traffic laws, and rules of the road. Through interaction with one another, they learn how to safely adjust their driving to compensate for age-related changes. Participants completing the class are eligible for a minimum 5% discount on their automobile insurance. A minimal cost is charged to each participant and this fee is net against the total cost of this benefit. Refreshments are provided to all participants courtesy of the Hospital. Exercise and Arthritis - WPAHS, Inc. - AGH provided presentations to the elderly that helped to answer questions regarding aches and pains associated with arthritis. Topics covered included when and how to exercise, the benefit of exercise and how exercise can be a non-surgical treatment option instead of knee replacement. Is It Just My Metabolism - Many people notice as they get older that they seem to gain more weight eating the same foods they ate for years without weight gain. We have heard that our "metabolism slows as we age". Did you know that you have the ability to increase your metabolic rate? This program offers suggestions on how to increase your metabolic rate. Diverticulitis In The Elderly Population - Diverticulitis is a common gastrointestinal problem in Individuals over Age 65. This lecture provided by a WPAHS, Inc. - AGH physician discusses the risk factors that may increase your chances of developing this disease and what you can do to prevent or slow the progression of diverticular disease. This program is offered at no cost and includes a question and answer session at the end of the discussion. Proven Strategies to Reduce Your Risk of Fall - A fall is the most common cause of visits to the emergency room for adults age 65 and over. Strategies have been created for the elderly population by health care professionals that have been proven to reduce your risk of fall or injury. A series of lectures were given by a WPAHS, Inc. - AGH professionals for community senior groups. Each participant received an illustrated booklet at the event. This presentation included a virtual tour of the home by a licensed therapist and a risk to fall screen to any interested attendee. This program was offered at no cost to members of the senior population. Cellulitis - A WPAHS, Inc. - AGH physician lead multiple discussions of this common infection, often involving the MRSA bacteria. This was an information presentation including an open forum for question and answer. The lecture was preceded by a thirty minute socialization period with coffee service and was provided at no cost to the community. Normal Aging, Forgetting and Dementia - An WPAHS, Inc. - AGH Psychiatrist led a presentation at a local luncheon on the topic of Dementia. This presentation focused on how to recognize cognitive mental loss in individuals beyond what is expected during normal aging. Are You Getting Better or Just Older - We all know that practices such as daily exercise, managing stress, eating a healthy diet and exercising portion control will improve our health. What about those of us who are over the age of 70 and dealing with chronic conditions such as hypertension, diabetes and heart disease? Is it too late for us to reap the benefits of healthy lifestyle practices? This program offered by a WPAHS, Inc. - AGH physician attempts to explore these questions for audience members in attendance. Allegheny County Area on Aging Resource Fair - WPAHS, Inc. - AGH participated in this fair by giving a lecture on Fall Prevention and Home Safety. Illustrated booklets were provided to participants at no charge to help gauge potential areas that need home safety improvement. What Did You Say? - Why do we hear what we hear? How does the brain work to perceive sound? What happens when the brain is deprived of sound? This presentation will include a brief overview of the human ear, the latest technology in hearing aids, discussion of who is a candidate for a hearing aid, and how to choose the right hearing aid for you. This program was provided at a local retirement community at no cost. Stroke Education - What can you do to reduce your chance of stroke? What are the warning signs of stroke? What is the magic window of time to seek treatment if you or someone you love experiences symptoms of stroke? Knowing the correct answers to these questions could directly impact your quality of life. This program was provided to individuals at a retirement community to help answer these questions to enable the individual to be better equipped to recognize the onset of a stroke. MASS MEDIA COMMUNICATIONS Medical Frontiers Radio Talk Show - An interactive radio talk show named Medical Frontiers feature various WPAHS, Inc. - AGC physicians discussing different health topics. These talk shows provide patient education and public health awareness. Among the topics covered during the talk shows include, but are not limited to breast cancer, heart disease, lung disease, liver disease, diabetes, heart failure and hip and knee replacement. Television Interviews and News Reports - WPAHS, Inc. - AGC provides health information via mass media by making its physicians available for interviews and helping to develop health related news reports. Included in the topics discussed on local television include: artificial heart implants, breast cancer, cardiovascular treatment, grilling and carcinogens, leukemia, kidney cancer, aspirin and cancer understanding clinical trials, robotics in bypass surgery, arthritis and brain injury. Regional and Neighborhood Periodicals - WPAHS, Inc. - AGC provided health related educational articles in local newspapers either in print or on-line and neighborhood periodicals. The topics covered included: artificial organ implants, atrial fibrillation, aortic stenosis, . SUPPORT GROUPS ALS Support Group - a WPAHS, Inc. - AGH physician participated in a panel discussion at the ALS (Amyotrophic lateral sclerosis) Society Headquarters during a support group meeting for care givers and patients. She discussed the role of nutrition in enabling patients with ALS to participate in the ADL and to enhance quality of life. Gilda's Club Presentation - A WPAHS, Inc. - AGH health professional delivered a presentation to Gilda's Club membership regarding genetic counseling. The purpose of the presentation was to have an informative discussion on understanding genetic testing.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a Health Professions Education WPAHS, Inc. - AGH provides aspiring health professionals with many educational opportunities to further their career in healthcare. In addition to the educational support we provide to interns, residents, fellows, nurses and other allied health professionals, WPAHS, Inc. - AGC provides health-profession education to the community in a variety of ways and forums. As a division of West Penn Allegheny Health System, Inc. (WPAHS, Inc.) and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - AGC provided these services in addition to the educational support provided to interns, residents, fellows, nurses and other allied health professionals at a cost of $835,998 in Fiscal 2012. NURSING EDUCATION Nurse Externs - Sixteen senior nursing students are able to work side by side with a nursing preceptor to learn more about how to care for patients. This allows the nursing students to utilize concepts learned in their nursing programs in a real life setting involving patient care. Nursing Symposium - The nursing symposium is a forum which allows nurses to present unique experiences, specialized care, special patient experiences, and other similar experiences to fellow nursing students. The symposium is offered twice a year with an invitation extended to nursing students. The symposium allows nursing students to have an opportunity to see what is developing within their chosen field by drawing on the experiences of fellow students. Trauma Nursing Education Days - WPAHS, Inc. - AGH prepared two lectures that focused on nutrition for trauma patients. The lecture's focused on the administration and monitoring of Tube Feedings, total parenteral nutrition, as well as the transition to an oral diet. Jameson SON Senior Nurse Visit - Jameson SON senior nursing students and their instructors spend a 6 hour day to tour chosen nursing units to connect the learned concepts of caring for a patient with reality. Students watch an open heart surgery procedure and then discuss the procedure with medical personnel. They visit four nursing units with registered nursing guides. Nurses explain the types of patients that they care for, talk about the care of their patient and answer questions. The day is completed with a post-conference to answer questions and meet the Chief Nursing Officer. Greater Pittsburgh Nursing Research Council - WPAHS, Inc. - AGH sponsors the Greater Pittsburgh Nursing Research Council. The council highlights and promotes nursing research for the benefit of patients and healthcare practitioners to advance safe and streamlined practices. Parenteral Nutrition Support Overview - A WPAHS, Inc. Registered Dietitian presented an overview of Enteral and Parenteral support to 26 Community College Nursing Students and two instructors. OTHER HEALTH PROFESSIONS EDUCATION Emergency Medical Technician Training - WPAHS, Inc. is involved in the training of emergency medical technicians (EMS) throughout the region. In an effort to ensure our region has the most efficient EMS technicians possible, we conduct a variety of continuing education and case reviews for our areas EMS providers including, but not limited to advanced stroke life support, pharmacology, ALS skills review, physical assessment, case based program on the science behind cardiac arrest, Ventilator education, hands on training on the appropriate and safe use of medical helicopters and mock accident drills to prepare for mass casualty. WVU Medical Technology Student Clinical Rotation - WPAHS Core Lab provided clinical laboratory training to West Virginia Medical Technologist students for their clinical rotation. The clinical rotation is required for the completion of the Medical Technology Program at WVU. Students gain hands on clinical lab experience that will benefit them as they pursue their clinical lab careers. After graduation, the Medical Technologist sought laboratory positions in the surrounding communities. CCAC Medical Laboratory Technician - WPAHS Core Lab provided clinical laboratory training to Community College of Allegheny College MLT student for their clinical rotation. The clinical rotation is required for the completion of the MLT program at CCAC. Student gained hands on clinical lab experience that will benefit them as they pursue their clinical lab careers. After graduation, the MLT student found a laboratory position in the surrounding communities. Occupational Therapy Student Affiliation - Occupational Therapy (OT) students complete required observation and training in the evaluation and treatment of patients under direct supervision of a licensed Occupational Therapist. WPAHS, Inc. - AGH had 2 Level II OT students; 1 Level II OT student; 1 Level I OT student and 3 Level I OT students with a total of 1,487 hours on site. CCAC Diet Technician Clinical Rotation - One CCAC diet technician student completed their supervised three week clinical dietetics experience at WPAHS, Inc. - AGH that focused on medical nutrition therapy and nutrition screening. The clinical team of registered dietitians and registered diet technicians supervised the student during their clinical experience. Pharmacy School Students - WPAHS, Inc. - AGH acts as a rotation site for pharmacy students from the University of Pittsburgh. The hospital hosted 25 students with varying number of weeks to reach the grand total of 990 weeks of training. The hospital pharmacists devoted daily time toward teaching and training the students. Clinical Hours for Education/Certification Requirements - Provides a clinical oversight for Community College of Allegheny County students wanting to learn Nuclear Medicine Technology/CT scanning and become registered with the Nuclear Medicine Technology Certification Board or the American Radiologic Registered Technologist. These students shadow and perform with direct supervision of an already certified and staff technologist. Nuclear had 11 students during this time, CT had 1 student during this time. We do not get any reimbursement from this college as there is no additional time requirement for our staff, only additional expertise and explanation during this time. Clinical Training of Phlebotomy Students - CCAC South, CCAC Braddock, Bidwell Training Center, Phlebotomy Institute, Eastern Gateway Community College, and WVU - AGH Phlebotomy staff worked with the phlebotomy students to give them the hands on training required to complete the program. The students were able to meet the eligibility requirements for certification. The healthcare field needs hospitals to provide this hands on training with a qualified staff member to ensure we have the staff we need in the future to provide quality care to all patients. Clinical Training - WVU Pathology Assistant Students - AGH Pathologist Assistants provided the hands on experience required for the WVU Path Assistants to be eligible to sit for their national registration exam and to complete their Master of Science degree at WVU. The 14 students completed a 3-4 week rotation in the AGH Pathology Department (Gross Room). By providing the needed clinical experience for the students, we will hopefully assist the healthcare field to be better staffed in the near future. Slippery Rock University Safety Degree Internship - The Hospital sponsored twelve week internship programs for Slippery Rock Safety Management degree candidates. The programs provide practical experience in all aspects of safety management in the healthcare setting. Student Affiliations - Physical Therapist (PT) and Physical Therapy Assistant (PTA) students spend time in the clinical setting observing, training and participating in the evaluation and treatment of patients, under the supervision of a licensed Physical Therapist or Physical Therapy Assistant. The Hospital also provided a Brain Injury Conference for 35 Duquesne University students. The conference provided education on how to treat various levels of brain injured patients. Health Information Management Clinical Education - WPAHS, Inc. - AGH allow hands on experience to college students that often do not have any prior experience in a Hospital Medical Records Department. This experience exposes student to all aspects of the job and helps them apply knowledge learned to actual work processes and thus broadens their exposure to different processes. Adagio Health Dietetic Internship Clinical Rotation - Three dietetic interns completed their supervised eight week clinical dietetics experience at WPAHS, Inc. - AGH that focused on medical nutrition therapy and the nutrition care plan. The staff of registered dietitians supervised this educational experience.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a Volunteer Services Summer Intern - The Volunteer Services Department hosted an intern for 400 hours for educational purposes. The under graduate student was studying in the field of Health Policy and Administration. This internship provided the student with training in the field of volunteer administration. Student had the opportunity to conduct volunteer interviews, place and orient volunteers and manage daily operations of the department as well as scheduling and coordinating special projects, writing newsletters and data processing. Tri-State Area Association of Physicians of Indian Origin - A WPAHS, Inc. - AGH registered dietician addressed the physician group of Indian Origin and discussed US Dietary Guidelines and implications for patients consuming a diet consisting of traditional Asian Indian foods. Asepsis Classes - Two WPAHS, Inc. - AGH operating room registered nurses teach residents and medical students how to scrub for the operating room. Financial Contributions This category includes cash and in-kind services donated to individuals and the community at large. In-kind services include hours donated by staff to the community during hospital work hours, overhead expenses of meeting space donated to not-for-profit community groups, and the free provision of food, equipment, supplies and giveaways items as well as monetary donations. As a division of West Penn Allegheny Health System, Inc. (WPAHS, Inc.) and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - AGH provided these services at a cost of $324,170 in Fiscal 2012. Cash Donations - WPAHS, Inc. - AGH supports the community through cash contributions made at the discretion of the Hospital and its directors, benefiting not only the non-profit recipient but also ultimately the community as a whole. During the fiscal year ended June 30, 2012, WPAHS, Inc. - AGH made cash donations to the following organizations: American Diabetes Association American Heart Association Friends of the Riverfront Leukemia and Lymphoma Society Lupus Foundation of America March of Dimes Foundation National Ovarian Cancer Coalition Susan G. Komen Foundation Pittsburgh Arts and Lectures In-kind Donations - In addition to the cash contributions, WPAHS, Inc. - AGH also made in-kind donations of time and resources to help support various community functions. These donations included the following: Community Halloween Parade - WPAHS, Inc. - AGH provided Trick or Treat bags for children participating in the Bellevue Borough annual community Halloween parade. In addition, WPAHS, Inc. - AGH donated and distributed 200 pumpkins and assisted with pumpkin decorating in the park for children. AARP Chapter President Meeting - WPAHS, Inc. - AGH provided room set up and the use of a Conference Center for a planning meeting of AARP Chapter Presidents. Fineview Step Challenge - WPAHS, Inc. - AGH donated cases of water to the Fineview Step-A-Thon Challenge - to be distributed to participants. The event encourages physical fitness by encouraging residents to walk the hillside steps in Fineview. Troy Hill Community Day - WPAHS, Inc. - AGH donated 100 hotdogs for the Troy Hill Citizens Community Day event, providing food for the children who attended. Annual Community Light-Up Night -WPAHS, Inc. - AGH distributed treat bags to the children participating in the Light-Up Night as part of their visit with Santa. Northside Health Improvement Partnership Meetings - WPAHS, Inc. - AGH donates space for the bi-monthly Northside Partnership (NSIP) committee meetings. NSHIP is comprised of various Northside stakeholders in addition to several Hospital staff members. Disability Mentoring Day - WPAHS, Inc. - AGH provided lunch for students from the United Way Disability Mentoring Day. Community Building Activities Community Building Activities include activities engaged in for the purpose of improving or protecting the health, future and wellbeing of the community. As a division of West Penn Allegheny Health System, Inc. (WPAHS, Inc.) and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - AGH provided these services at a cost of $315,777 in Fiscal 2012. Partnership Coordinator salary and operating cost - WPAHS, Inc. - AGH subsidizes the salary of the Partnership Coordinator as well as operating costs associated with the position. This position is responsible for coordinating activities and interaction between the Hospital and local community in an effort to advance the overall well-being of the community. Northside Vendor Fair - WPAHS, Inc. - AGH hosts annual vendor fairs to encourage individuals to support local businesses. The Hospital provides staff support to assist with the event, lunch for vendors, as well as marketing space. Northside Youth Summer Guide - WPAHS, Inc. - AGH in coordination with the Northside Partnership create and distribute a summer guide for youth; which is a listing of all summer activities aimed at improving the well-being of our youth. The Northside Chronicle prints and circulates the guide to Northside residents and Northside schools. The goal is to offer parents and guardians options to keep their children engaged in healthy and educational activities all summer. Northside Holiday Party - WPAHS, Inc. - AGH provides staffing for the annual Northside Holiday Party, where disadvantaged Northside youth receive a gift. The party also provides food, activities and crafts for the children in attendance. Board of Director Representation - WPAHS, Inc. - AGH staff, executives and physicians hold positions on the Boards of Directors of various local organizations including the American Heart Association, Northside Leadership Conference, Northshore Chamber of Commerce, The Jewish Healthcare Foundation, Three Rivers Investment Board and the Crohn's and Colitis Foundation. 2012 Community Health Needs Assessment Survey - In conjunction with the Northside Health Improvement Partnership (NSHIP), WPAHS, Inc. - AGH paid for the supplies, printing, and shipping costs of the 2012 Community Health Needs Assessment Survey. The survey was distributed to 6,000 residents and related to questions regarding health, physical activity, neighborhood safety, and access to health care. The results of the survey will be used in crafting the NSHIP's future programming initiatives. Disability Mentoring Day - WPAHS, Inc. - AGH supported the United Way Disability Mentoring Day with the support of seven AGH staff members, providing information and support to the students regarding medical careers. Project MOVE Mentoring - Ten AGH staff members mentor Pittsburgh Public School sophomores in training and workplace readiness over a 6 week period. Community Clean-Up Day - WPAHS, Inc. - AGH helped to organize and also participate in 7 community clean-up days, provided hot dog lunch to volunteers following clean up activity. Allegheny Commons Initiative - WPAHS, Inc. - AGH participates in the Allegheny Commons Initiative (ACI). ACI is a community based effort to restore the Allegheny Commons Park; Pittsburgh's first planned Public Park. ACI has planted over 100 new trees, restored two park segments, provided new paths, lighting, turf improvements, park benches, a drinking fountain, and two playgrounds in the 80+ acre park. Improve the Vue - WPAHS, Inc. - AGH sponsored the second annual Improve the Vue community day of caring. The commitment included six months of planning and organization to identify and organize community improvement projects, including recruiting of knowledgeable and novice volunteers, sponsorship of community hike and bike trail projects, planning of a community picnic afterwards that included music, food, drinks and door prizes. Three hundred plus volunteers completed eight community projects in an eight hour day. Community Event Support - The WPAHS, Inc. - AGH Director of Volunteer Services annually contributes time to coordinate volunteer support for various community events including but not limited to Auxiliary Community Sponsored Events, Fair in the Park, Pumpkinfest, Blood Drives, Gift Wrapping for Children's Holiday Party and bulk mailings for walks and special community events. Weekly Service Parking for Parishioners - The WPAHS, Inc. - AGH Parking Department provides parking for members and visitors of the Community House Presbyterian Church and Allegheny Center Alliance Church. Parking is provided for multiple weekend services for both churches. Additionally, parking for special events at the churches is provided throughout the year. Start on Success Program - WPAHS, Inc. - AGH works with the Pittsburgh Public School to provide a work place for high school juniors and seniors to get some real world experience. The students worked in the Patient Transport Department 2 hours per day. They were shown good traits and habits that are required for working in the real world. Four SOS students were supported this past school year.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a City High Charter School Internship Program - WPAHS, Inc. - AGH hosts students from the City High Charter School in Pittsburgh for their senior internship. Students are placed in various areas of the hospital for a hands-on learning approach. This project is coordinated through the Volunteer Services Department. This is a wonderful learning experience for the youth who are considering a career in the healthcare field. Propel High School Student Shadowing Experience - WPAHS, Inc. - AGH hosted four senior high school students from Propel High School that shadowed nurses for 28 hours per student to determine if this is the career for them. Nursing schools had suggested that the students volunteer or shadow people in the health field before they apply for their program. The days were structured with a pre-meeting and a post-conference to allow the students to ask questions about what they experienced. INTRODUCTION TO THE WESTERN PENNSYLVANIA HOSPITAL Founded in 1848 as Pittsburgh's first chartered public hospital, West Penn Allegheny Health System, Inc. - West Penn Hospital (WPAHS, Inc. - WPH) has earned an international reputation for excellence and innovation in the care of patients, medical education and research. Today, WPAHS, Inc. - WPH is an academic medical center that serves Pittsburgh and the surrounding five-state area. WPAHS, Inc. - WPH is comprised of 292 licensed beds. WPAHS, Inc. - WPH is also recognized for nursing excellence. It was the first hospital in western Pennsylvania (2006) to be awarded Magnet recognition status from the American Nurses Credentialing Center (ANCC). In 2012, it was the first in the region to receive re-designation status setting it among the top six percent of all healthcare facilities in the world recognized by the ANCC. The ANCC's Magnet Recognition Program recognizes health care organizations that provide not only excellence in nursing, but the highest quality of patient care at all levels throughout the hospital. A Magnet hospital attracts and retains professional nurses who experience a high degree of professional and personal satisfaction in their practice. They also exhibit improved patient outcomes, enhanced nursing practice, increased staff morale and improved recruitment and retention. The Magnet Recognition Program also provides consumers with the ultimate benchmark to measure the quality of care that they can expect to receive. WPAHS, Inc. - WPH offers a sophisticated level of care, bringing the latest in clinical expertise and medical technology serving patients with the most complex of needs. Specialty services include anesthesiology, asthma and immunology, bariatric surgery, bone marrow stem cell transplant, breast care, burn care, cancer services, diabetes care through the Joslin Diabetes Center, diagnostic and interventional radiology, endocrinology, family medicine, foot and ankle, gastroenterology, gynecology, gynecologic oncology, oncology, internal medicine, lupus care through the Lupus Center for Excellence, maternal and fetal medicine, medical oncology, minimally invasive surgery, neonatology, nephrology, neurosurgery, obstetrics, oncology, pathology and laboratory medicine, pain medicine, pelvic floor disorders, orthopaedic surgery, plastic & reconstructive surgery, primary care medicine, pulmonary medicine, reproductive medicine and infertility, rheumatology and more. The Hospital's highly regarded Women's and Infant's Services features a Level III Neonatal Intensive Care Unit, one of only two in the region, a high-risk labor and delivery center along with reproductive medicine offered through the Jones Institute for Reproductive Medicine. WPC's Burn Center continues to be a leader in burn care in the region as is the region's first and only American Burn Association, American College of Surgeons - verified center for care of both adults and children. A long-standing commitment to education and research remains a cornerstone of WPAHS, Inc. - WPH's mission. The Hospital sponsors medical residency and fellowship programs and provides clinical training to third- and fourth-year medical students of the Philadelphia-based Temple University School of Medicine. The Hospital also offers a School of Nursing diploma program as well as educational opportunities in respiratory therapy, radiology technology and nursing through affiliations with Indiana University of Pennsylvania, Pennsylvania State University and Clarion University. The hospital is also home to Star Stimulation, Teaching and Academic Research Center, and is a site of the Allegheny-Singer Research Institute, an affiliated 501(c)(3) organization. COMMUNITY ASSESSMENT Community health improvement services and community benefit operations include activities carried out to improve community health. They extend beyond patient care to include activities that are subsidized by the Hospital. The activities range from community health clinics and screenings to health education programs designed to raise community awareness of various healthcare topics and issues. As a division of West Penn Allegheny Health System, Inc. (WPAHS, Inc.) and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - WPH provided these services at a cost of $391,700 in FY 2012. BURN CARE Burn Center - The Western Pennsylvania Hospital provides exceptional, specialized patient care to burn victims in its Burn Center. This internationally recognized treatment center for burn victims not only deals with the immediate crisis of the burn injury, but also the important psychosocial dynamics of a burn victim's rehabilitation and return to the community. More than 300 patients were admitted in fiscal year 2012 and approximately 500 new patients were seen as outpatients; of these individuals, 53 were under the age of 18. The following details highlight the Center's efforts toward burn care: Burn Care and Prevention Program - The Hospital sponsors a Burn Care and Prevention Program. The outreach coordinator provides educational programs to the surrounding communities. In fiscal year 2012, the outreach coordinator and staff conducted multiple burn prevention presentations at 6 sites, and provided 86 health fairs and exhibitions. The programs covered Allegheny, Beaver and Fayette counties in Pennsylvania. Approximately 1,500 children and adults attended the programs, with countless others attending the health fairs. Summer Burn Camp - A five-day summer camp, sponsored by Aluminum Cans for Burned Children (ACBC), is held each year to provide young campers with an opportunity to share their concerns about having been burned and talk about difficult issues involved in their recovery. 27 children attended camp in fiscal year 2012. The Hospital provides the multidisciplinary staff for the camp, which includes registered nurses and other staff from the burn center along with other volunteers from the Hospital and community. There were 18 volunteer counselors throughout the week. There is no charge for children to attend summer camp. COMMUNITY HEALTH EDUCATION Little Italy Days - WPAHS, Inc. - WPH was a sponsor of the Bloomfield Business Association's Little Italy Days festival. The Hospital provided staffing for a booth with educational information for the public. Maternal Child Women's Health at The Nursing Caf - This activity was started in an effort to provide support to new nursing mothers delivering their babies at WPAHS, Inc. - WPH and in the surrounding community. Mothers attending the Caf are provided with a warm, supportive atmosphere where they come to learn how to nurse their babies and get questions answered by a board-certified lactation consultant. The Caf is a free service to the community. The group size varies but averages 6-10 moms who attend regularly at any given week. The emotional and health benefits for the nursing infant and community at large extend beyond the prevention of common infections and allergies to an impressive reduction in the incidence of more serious illnesses including diabetes and childhood obesity. Perhaps more easily observable however is the close emotional relationship nursing mothers and babies enjoy and the feelings of accomplishment moms express when they receive the support they need to successfully nurse their babies. American Diabetes Association's Diabetes Expo - WPAHS, Inc. - WPH in coordination with the American Diabetes Association (ADA) sponsored a booth at the Healthy for Life Exposition. The estimated attendance at the Exposition was 510,000 people. WPAHS, Inc. - WPH certified diabetes educators staffed the booth where the participants could learn about healthy eating, the food content of fast food and portion control.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a HOMELESS, ELDERLY AND SPECIAL NEEDS Homeless Health Services - WPAHS, Inc. - WPH Health Care for the Homeless Program seeks to remove barriers to accessing care by bringing preventive comprehensive care into community facilities that serve the homeless. One such facility is the Jubilee Kitchen located on Fifth Avenue in the City of Pittsburgh. The homeless population is especially at risk for trauma, drug and alcohol abuse, diseases related to exposure, and infectious diseases such as tuberculosis and sexually transmitted diseases. This population is also at risk for chronic disease, including hypertension, heart disease and exposure to HIV. Primary care services are provided to the homeless on-site at the Jubilee Kitchen two-days each week. Services include medical evaluation and screening, podiatry exams, lab testing and all medical supplies. A registered nurse conducts tuberculin screenings and administers free influenza vaccines. A physician and a resident evaluate walk-in patients. Patients are admitted to the hospital as needed for acute episodic care and have no payment obligations for the services rendered. Volunteer Services for Special Needs - The Hospital acknowledges the benefits of helping adults with special needs. The Hospital works with the Achieva Agency, Friendship Academy and United Cerebral Palsy to benefit individuals that are mentally challenged or handicapped. Hospital employees work with the individuals and allow them to lend assistance with some tasks. SUPPORT GROUPS The Healing Journey - This free program for cancer survivors and their primary caregivers, provided attendees with practical tips for coping with the stresses of cancer and offers an inspirational speaker. Nearly 330 people benefited from this program. Child Loss Bereavement Support Group - A bereavement support group for women who have lost a baby early in pregnancy is held by Social Services monthly. The group support helps women cope and learn coping skills from women who have had similar experiences. Child Loss Memorial Service - Chaplains from the Pastoral Care department assist with the planning and participation in the National Child Loss Memorial Service. The event provides a forum for grieving family members to express their grief for the loss of a child. Cancer Survivor Talk - A WPAHS, Inc. - WPH social work manager participated in a talk with cancer survivors. The talk focused on moving forward in life after going through the difficult battle with cancer. STAR Ambulance Community Safety Fair - The STAR Center provided the STAR Ambulance for the Community Days Safety Fair at Forbes Regional Hospital. The Fair provides unique events that entertain, inspire and motivate visitors from the region and beyond to learn safety techniques and explore science and technology. PATIENT ASSISTANCE Temporary Housing for the Underprivileged - West Penn Hospital provides housing for underprivileged out of town patients during treatment, including cab fare, and cafeteria vouchers for food. Parking and Shuttle Services - WPAHS, Inc. - WPH Security and Parking department provides free parking and shuttle services to patients and family members by utilizing a parking lot close to the Hospital which the Hospital controls and maintains. Health Professions Education WPAHS, Inc. - WPH provides aspiring health professionals with many educational opportunities to further their career in healthcare. In addition to the educational support we provide to interns, residents, fellows, nurses and other allied health professionals, WPAHS, Inc. - WPH provides health-profession education to the community in a variety of ways and forums. As a division of West Penn Allegheny Health System, Inc. (WPAHS, Inc.) and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - WPH provided these services in addition to the educational support provided to interns, residents, fellows, nurses and other allied health professionals at a cost of $93,461 in Fiscal 2011. Observation and Shadowing - The Hospital promotes health care careers throughout the region. In an effort to do this, the Hospital provides individuals with the opportunity to observe the medical staff in areas such as Pediatrics, Burn Unit, OBGYN, Pharmacy, Nursing, Occupational Therapy, Surgery, Radiology, Medical Genetics, Ophthalmology and Ultrasound. There were a total of 87 participants. Neonatal Resuscitation Course - Five neonatal resuscitation courses were conducted free of charge at community medical centers by the WPAHS, Inc. - WPH maternal child coordinator and a physician. 12 nurses, 8 Certified Registered Nurse Assistants and 14 physicians benefited from the course. Infant Abstinence Update - This one day complimentary course was conducted at Lawrence County Child and Youth Services by the maternal child coordinator and a neonatologist from WPAHS, Inc. - WPH. Eight nurses, eight physicians and four social workers benefited from the course. Ultrasound Techniques Course - West Penn staff taught a class for 8 physicians at Jameson hospital on the newest techniques in ultrasound technology. The STAR Center (Simulation, Teaching, Academic, and Research) - The STAR Center at WPAHS, Inc. - WPH is dedicated to achieving excellence in patient care through the pursuit of lifelong learning, research and innovation. Using state-of-the-art mannequins that mimic symptoms of a wide range of health conditions, the STAR Center provides hands-on learning opportunities to allow aspiring practicing health professionals to perfect their skills in situations closely resembling the clinical environment. In conjunction with Emergency Medical Services (EMS) Week, the STAR Center holds a competition for EMS providers. Prizes are awarded to both the 1st and 2nd place teams. There are no fees for this competition; however, pre-registration is mandatory for planning. STAR supports SciTech, which inspires diverse audiences of students and general public to support and participate in science and technology development to benefit themselves and the region by growing the knowledge economy. The program provides unique destination events that entertain, inspire and motivate visitors from the region and beyond to explore discoveries, innovations and issues regarding science and technology in the 21st century. It provides content links that empower visitors to explore topics and participate in public discussion beyond SciTech, and contributes to the national priority to increase interest and participation in science and technology careers. STAR participated in the Youth Link Career Fair, the "Become A Heart Saver for Valentine's Day" program, Shaler High School Health Careers Day, the Alle-Kiski Medical Center and Destination Wellness Annual Mall-Wide Health Fair. STAR also provides CPR classes for the Community. These classes are designed for the general public to receive convenient, free and adult learner friendly CPR training and valuable life-saving skills. Courses were held three times during the year and lasted two hours. Learners received training in Adult CPR, Child CPR, Obstructed Airway Techniques, and in the use of an Automatic External Defibrillator (AED). Learners benefitted from a low student to instructor ratio, allowing them to become comfortable with the necessary skills. As part of the East Side Neighborhood Employment Center's youth initiative, STAR demonstrated to students how an interest in medicine, health, nutrition, and fitness can translate into a fulfilling career. The STAR Simulation encouraged youth to ask questions and enable them to experience what it is like to work in a hospital by hosting the event at its facility with West Penn Hospital. The STAR Center fostered a relationship with the Pittsburgh Public Schools. The program consisted of multiple sessions that were designed to prepare students for healthcare studies and jobs. Students spend six to eight weeks and learn topics from first aid, nutrition, child birth, vital signs, bed pans, elastic stockings, skills assessments, and communication skills.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a Financial Contributions This category includes monetary donations and in-kind services donated to individuals and the community at large. As a division of West Penn Allegheny Health System, Inc. (WPAHS, Inc.) and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - WPH provided these services at a cost of $24,489 in Fiscal Year 2012. Cash Donations - WPAHS, Inc. - WPH supports the community through cash contributions made at the discretion of the Hospital and its directors, benefiting not only the non-profit recipient but also ultimately the community as a whole. During the fiscal year ended June 30, 2012, WPAHS, Inc. - WPH made cash donations to the following organizations: Butler Health System Foundation Jewish Community Center of Greater Pittsburgh Alle-Kiski Medical Center Trust In-kind Donations - In addition to the cash contributions, WPAHS, Inc. - WPC also made in-kind donations of time and resources to help support various community functions. These donations included the following: Printing of Publications and Flyers - The Hospital produces publications and flyers for various organizations to promote community activities at the request of Bloomfield Development Corporation and Bloomfield Garfield Association. Bloomfield Development Corporation - WPAHS, Inc. - WPH provides the free use of space to the Bloomfield Development Corporation. The Bloomfield Development Corporation was formed to address the residential and business issues in the Bloomfield Community. Community Building Activities Community Building Activities include activities engaged in for the purpose of improving or protecting the health, future and wellbeing of the community. As a division of West Penn Allegheny Health System, Inc. (WPAHS, Inc.) and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - WPH provided these services at a cost of $38,170 in Fiscal 2012. Crime Prevention Day - The Security department sponsored Crime Prevention Day for patients, visitors, and community personnel. More than 350 individuals were educated on how not to become a victim of crime. Escort Service - Security personnel transported 400 patients, visitors, and community personnel to off-site locations. This service helps to insure the safety, decrease stress and ease the financial impact of those staying or needing to visit off-site locations. Gateway Medical Society Allied Health Training Academy - This nine week course is designed for 6th grade students who are interested in pursuing a career in the allied health field. In this course, students are introduced to various allied health careers through didactic teaching, guest lecturers, and hands-on simulated experiences. In this engaging course, students are active learners, learning about medical careers with their eyes, ears, and hands. The course begins by showing 16 students various pieces of common medical equipment and teaching them about their uses. Students are then introduced to careers by listening to nursing and medical students' first-hand accounts of what it really means to embark on a journey to achieve a medical career. They also hear first-hand from medical professionals, who are already working in the field, what typical work days involve. Simulated activities are sprinkled throughout the program and highlight the importance of team building and working together effectively as a team. This course provides the future health care leaders of tomorrow with a solid introduction to many health care careers. Gateway Medical Society Allied Health Training Academy - This five week course is designed for 7th grade students who have satisfactorily completed the 6th grade Gateway Medical Society Allied Health Training Academy. In this course, 15 students refine the skills they learned during the previous year and also learn new skills through didactic teaching, videos, and hands-on simulated experiences. In this engaging course, students are active learners, learning about medical careers with their eyes, ears, and hands. Students learn the skills necessary to attain an American Heart Association Heartsaver completion card and practice many aspects of first aid. This course provides the future health care leaders of tomorrow with a solid introduction to many health care career choices. Shaler High School Health Careers Day - In this engaging event, students were active learners, learning about medical careers with their eyes, ears, and hands. Taking first-responder simulation to the next level, STAR's Mobile Ambulance enabled the students to achieve the pinnacle of simulation for first responders; resuscitation under real-life conditions. Science, Technology, Engineering, Math, Medicine (STEMM) Program - This is a one-day seminar designed for high school juniors and seniors who are enrolled in the Science, Technology, Engineering, Mathematics, and Medicine (STEMM) program. This course introduces students to simulation training and its role in medical education. Students receive a tour of the STAR Center, listen to simulation experts, watch videos, and participate in small-group learning sessions. These educational sessions cover the following five topics: Mock Resuscitation Demonstration, Simulation Technology, Airway Management Lab, Patient Communications, and Mannequin Technology. INTRODUCTION TO FORBES REGIONAL HOSPITAL WPAHS, Inc. - FRH has continuously provided health care services to residents of eastern Allegheny and Westmoreland Counties since 1978. Forbes Regional owns and operates a 350-bed acute care hospital located in Monroeville, and is licensed by the Pennsylvania Department of Health. It is also accredited by the Joint Commission. Forbes Regional Hospital offers a complete array of surgical, medical and inpatient rehabilitation services. The facility offers care in the following specialty areas: back surgery, cardiac surgery, cardiology, colon and rectal surgery, diabetes, diagnostic imaging, emergency medicine, endocrinology, family medicine, foot and ankle surgery, gastroenterology, general surgery, gynecology, hospice care, neurology, neurosurgery, obstetrics, oncology, orthopedics, outpatient surgery, pediatrics, psychiatry and urology. The hospital features an affiliate office of the world renowned Joslin Diabetes Center and operates an emergency room open to all persons without regard to their ability to pay. Forbes Hospice, located in Bloomfield, is Pittsburgh's oldest and most respected end-of-life and palliative care program, providing care for families from Allegheny, Beaver, Butler, Washington and Westmoreland counties. Forbes Hospice has a wealth of experience in delivering comprehensive hospice care to the community and feature nationally- recognized leadership, including a full-time medical director, board certified in hospice and palliative medicine. Forbes Hospice's team of caregivers offers a compassionate, loving approach to meeting the needs of our patients and their families. At a time when families are faced with the burden of care giving and emotional stress, Forbes Hospice is there to help them in their time of need. The focus of our hospice care is to create a comfortable and peaceful environment in which the patient may live each day to the fullest. At Forbes Hospice it is understood that a serious illness affects the entire family and our compassionate support and guidance are offered to them as well. After their loss, spiritual and psychological support is provided through the Bereavement Program. As life comes to a close, we open our hearts. When a cure is no longer possible, we are able to provide comfort. When you don't know what to expect, we will be there to help you every step of the way. WPAHS, Inc. - FRH admits more than 15,000 patients annually, logs more than 48,000 emergency visits, and performs nearly 12,000 surgical procedures each year. More than 600 physicians and 1,300 employees share the hospital's commitment to excellence in patient care.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a COMMUNITY ASSESSMENT Community health improvement services and community benefit operations include activities carried out to improve community health. They extend beyond patient care to include activities that are subsidized by the Hospital. The activities range from community health clinics and screenings to health education programs designed to raise community awareness of various healthcare topics and issues. As a division of WPAHS, Inc. and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - FRH provided these services at a cost of $159,850 in Fiscal 2012. COMMUNITY HEALTH EDUCATION Diabetes Education - WPAHS, Inc. - FRH understands that many individuals live with diabetes or are at risk for developing diabetes. As such, the Hospital provides education to those living and at risk for diabetes. The educational activities conducted by the Hospital include, but are not limited to educational seminars, radio interviews, talks on meal planning, presentations on the impact of a disease management report card on lab tests assessing the average level of blood sugar and participation in the American Diabetes Expo. The nature and scope of the American Diabetes Expo was to provide specific diabetes health and wellness topics, health care access, counseling and screenings. Over 1,000 people benefitted from our efforts towards diabetes education. Health Education For Women - WPAHS, Inc. - FRH conducts many educational activities geared towards women's health. Included in these activities are lectures, discussions on advanced life support for obstetrics, childbirth education classes and breast cancer education and outreach. Health Education For Children - WPAHS, Inc. - FRH psychologist taught health classes to students at Gateway School District. The school does not employ a full-time health teacher and relies on guest speakers to teach health classes to fifth graders. Lectures on Issues for Elderly - Staff from WPAHS, Inc. - FRH presented lectures on dementia and health concerns for the elderly at a Senior Center and the Hospital. These lectures included information on the signs and symptoms of dementia and common concerns of the elderly and their families. Advanced Stroke Life Support Class - The Stroke Center at WPAHS, Inc. - FRH provided a presentation on advanced stoke life support. Early and accurate identification of stroke and quicker treatment will reduce the disability associated with stroke. The course not only provides the assessment tools for stroke detection, but also provides insight into to the treatment and care of the stroke patients beyond the emergency room. Heart and Vascular Presentations - The WPAHS, Inc. - FRH Heart and Vascular department often fills requests to speak at different organizations or events. In FY12, this included presentations at community colleges, senior living centers and various local Emergency Medical Services (EMS) providers. Lecture on PTSD - Staff from WPAHS, Inc. - FRH presented a lecture on the effects of Post-Traumatic Stress Disorder (PTSD) on individuals who have been exposed to stressful events in service to our country. The lecture was held at the 911th Air Base in Moon Township with approximately 200 people in attendance. International Integrative Medicine Day - WPAHS, Inc. - FRH presented a day-long conference on alternate methods of healing and treating patients. Topics included meditation, mindful eating, art therapy, osteopathic manipulation therapy. The event was open to the community and hospital employees. HEALTH FAIRS Free Care For The Uninsured - WPAHS, Inc. - FRH physicians provided medical coverage and services in a not-for-profit community health center in a local community. They provided free medical care to patients who do not have insurance or medical coverage. Medical Mission Trips - Staff from WPAHS, Inc. - FRH volunteered time to provide medical care in clinics in Haiti and Jamaica. Care included preventative medicine, medical care and minor surgical procedures and biopsies. Protecting Our Protectors - The Hospital provided free health screenings for emergency medical service providers. Included in the screening was lab work, electrocardiograms, hearing screenings and a review of all information with a cardiologist. Celebrate Monroeville - WPAHS, Inc. - FRH was a sponsor of Celebrate Monroeville, which took place at the Monroeville Convention Center. The Hospital provided health and wellness information, medical screenings, medical and health information and help with providing access to health and medical information. This event benefited the community by helping to provide resources and also helped the community obtain information about their health care needs. More than 3,000 people attended this event. Participation in Other Health Fairs - WPAHS, Inc. - FRH participated in numerous health fairs during the course of Fiscal 2012. Education, information and community benefits provided at these health fairs included but were not limited to diabetes education, free lunches, flu shots, various screenings and stoke education. SUPPORT GROUPS Bereavement Support Groups - Five monthly support groups were provided by WPAHS, Inc - FRH designed to serve the age-range specific bereavement care needs not only of families whose loved ones have died on the Forbes Hospice program, but as well the bereavement care needs of any members of the community who wish to attend or participate. Each of these monthly support groups are jointly facilitated by a member of the Forbes Hospice professional clinical staff and a volunteer trained by the hospice bereavement care coordinator. Over 300 people benefitted from this activity. Fetal and Neonatal Grief Loss Support Services - Women who have experienced fetal or neonatal loss require ongoing support in order to regain homeostasis. Available WPAHS, Inc. - FRH grief counselors provide women and families the opportunity to talk through their grief. Counselors are able to make additional appropriate referrals, based on potential problems. Diabetes Support Group - This support group meets monthly and is supported and sponsored by WPAHS, Inc. - FRH. The group's average monthly attendance is 30. The purpose of the support group is to provide a forum for patients with diabetes to meet and discuss issues pertaining to diabetes. This will ultimately help them to maintain and improve their overall care. The speakers at the meetings range from physicians, dietitians, pharmacists, pharmaceutical representatives, insurance counselors and actual patients. Stroke Support Group - The WPAHS, Inc. - FRH Stroke Rehabilitation Department conducts a monthly Stroke Support Group at the hospital. The intention of this group is to help stroke victims and the loved ones by providing a forum for which they can communicate experiences and concerns with individuals and families who have suffered through similar circumstances.
Statement of Program Service Accomplishments - Continued Form 990, Page 2, Part III, Line 4a Individual/Family Counseling - The WPAHS, Inc. - FRH Forbes Hospice Bereavement Care Coordinator routinely fields phone calls of inquiry about available support services from members of the community at large and either guides them in process of referral support or, when able to provide direct service support through in-house therapy sessions or extended phone conversations of a quality equal to such service provided families whose loved ones have died on the Forbes Hospice program. Approximately 110 individuals benefitted from these services. Journeys Bereavement Newsletter - This monthly publication is written by and purchased from The Hospice Foundation of America. WPAHS, Inc. - FRH Forbes Hospice sends this monthly newsletter for one year to every family that has lost a loved one on the Forbes Hospice program. This service supplements strong bereavement care support and benefitted approximately 1,200 families. Community Memorial Services - WPAHS, Inc. - FRH Forbes Hospice has a community-wide memorial services for bereaved family members twice a year. The Hospital provides food, printing, mailings, and mementos to support this activity. Health Professions Education WPAHS, Inc - FRH provides aspiring health professionals with many educational opportunities to further their career in healthcare. In addition to the educational support we provide to interns, residents and fellows, WPAHS, Inc. - FRH provided health professions education to the community in a variety of ways and forums. As a division of West Penn Allegheny Health System, Inc. and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - FRH provided these services in addition to the educational support provided to interns, residents and fellows at a cost of $611,859 in Fiscal 2012. Student Nursing Clinical Internships - Various departments of WPAHS, Inc. - FRH have nursing students from several area institutions of higher learning perform internships, clinical experiences and professional shadowing throughout the year. Staff from Hospital departments spends time providing explanations, education and sometimes supervision of various procedures or projects the nursing students complete as part of their rotations. The internships are to help prepare them for the work environment upon graduation. Hospital staff is readily available to teach and assist these students approximately 40 weeks out of the year. The students are assigned intermittently to 10 different clinical units including Psychology, Emergency Department, Intensive Care Unit and OBGYN. The students also rotate to specialty areas such as the Cardiac Catherization Lab and the operating room for observation days. Supervision of Master's Level Interns - The WPAHS, Inc. - FRH Forbes Hospice Bereavement Care Coordinator routinely trains interns from several area universities in skills of counseling of dying patients and their families and in bereavement. Two interns within the same training period were provided this in-depth supervision, which necessarily includes monitoring of all hours of their internship. Forbes Hospice Health Professions Education - Part of the WPAHS, Inc. - FRH Forbes Hospice's mission is "to support education and research". In keeping with its mission, Forbes Hospice invites students and professionals to learn about end-of-life care. Included in this education is direct one on one instruction from the Forbes Hospice Medical Director, lectures to non-affiliated hospital groups and education to healthcare professionals at senior centers. Clinical Education for Physical Therapy, Occupational Therapy & Speech Language Pathology - WPAHS, Inc. - FRH Rehabilitation Services offers extensive clinical education to students from a number of local universities and colleges. Clinical experiences range from one week to four months with a therapists spending time each day on education and supervision. There were 21 students using these services in Fiscal 2012. Phlebotomy Training - The Lab at WPAHS, Inc. - FRH provided phlebotomy and processor training to five students from local Community Colleges. The students were instructed and supervised to perform the practices of blood drawing skills. The program prepares the students to function as a phlebotomist in a clinical setting. Job Shadowing - Students from local colleges, technical schools, high schools, and some elementary schools are provided opportunities to do job shadowing to learn about various professions and the duties and responsibilities of these professions. This job shadowing occurs in nursing, labor and delivery, nursery, diagnostic imaging, respiratory therapy, surgery, cardiology, the Joslin Diabetes Center, family practice, laboratory, Gastro intestinal lab, and rehab services. In Fiscal 2012, more than 80 students were provided a job shadowing experience. High School College Prep Program - WPAHS, Inc. - FRH aids high school seniors prepare for their career choice with a specific department in the Hospital. The students can choose to work as an intern in a department or service that they are considering pursuing after graduation. The intern is supervised by an advisor associated with the chosen profession. The student receives a grade for this work as recommended by the hospital advisor. The Hospital provided internships to a total of 7 students during Fiscal 2012. Code O: From Drills to Skills - A Forbes Family Medicine attending physician presented information on the management of common obstetrical emergencies to several hundred physicians at a national conference. EMS Regional Conference - The Forbes Regional Stroke Center Medical Director presented at the annual EMS regional conference on the signs and symptoms of stroke. The presentation focused on how EMS can make an important impact on patients suffering a stroke including treatment options. Financial Contributions This category includes funds and in-kind services donated to individuals and the community at large. In-kind services include hours donated by staff to the community during hospital work hours, overhead expenses of meeting space donated to not-for-profit community groups, and the free provision of food, equipment, supplies and giveaways items as well as monetary donations. As a division of West Penn Allegheny Health System, Inc. (WPAHS, Inc.) and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - FRH provided these contributions at a cost of $9,200 in Fiscal 2012. Cash Donations - WPAHS, Inc. - FRH supports the community through cash contributions made at the discretion of the Hospital and its directors, benefiting not only the non-profit recipient but also ultimately the community as a whole. During Fiscal 2012, WPAHS, Inc. - FRH made cash contributions to the following organizations: Monroeville Rotary Scholarship Fund In-kind Donations - In addition to the cash contributions, WPAHS, Inc. - FRC also made in-kind donations of time and resources to help support various community functions. The in-kind donations included the following: Global Links - WPAHS, Inc. - FRH Forbes Hospice donated health care supplies to Global Links in an effort to provide adequate care for patients throughout the region. Central Blood Bank Blood Drives - WPAHS, Inc. - FRH hosted four blood drives for the Central Blood Bank. The hospital provided space and hospital staff and volunteers help man the table. The hospital also provided refreshments to participants in the blood drive. Community Building Activities Community Building Activities include activities engaged in for the purpose of improving or protecting the health, future and wellbeing of the community. As a division of West Penn Allegheny Health System, Inc. and consistent with the filing of the WPAHS, Inc. Schedule H, WPAHS, Inc. - FRH provided these services at a cost of $41,760 in Fiscal 2012. Application Assistance - A WPAHS, Inc. - FRH nurse manager and clinical staff assist low income pregnant women with the completion and submission of Presumptive Eligibility paperwork to qualify for free prenatal care through the Pennsylvania Department of Health. Educator in the Workplace - A learning support teacher and 6 students from local schools came to WPAHS, Inc. - FRH to learn about various health careers and the preparation required. This helps to prepare the teachers and their students to become better equipped to become working members of the community. The students and their teacher were here for 8 hours a week for approximately 36 weeks and worked with various Hospital staff.
Investment of Tax Exempt Bonds Beyond A Temporary Period Exception Form 990, Page 4, Part IV, Line 24b On June 19, 2007 the System's Series 2007 Project Fund was funded with proceeds from a tax-exempt bond issue. The President and Chief Executive Officer of the System resigned shortly thereafter. Since that time, the System has recognized four different individuals as President and Chief Executive Officer. Because of this turnover in the leadership of the System a delay was experienced in the capital spending until each new president and chief executive officer began to implement the capital spending which he or she deemed to be necessary. This delay caused the Series 2007A Project Fund to be spent down in a time period extending beyond the temporary period exemption. These proceeds have been spent down completely as of June 30, 2012.
Operational Oversight By A Third Party Management Company Form 990, Page 6, Part VI, Section A, Line 3 West Penn Allegheny Health System, Inc. (WPAHS, Inc.) is a member of the West Penn Allegheny Health System (System). The System consists of thirteen operational IRC Section 501(c)(3) organizations. WPAHS, Inc. is the parent organization for the other twelve operational IRC Section 501(c)(3) organizations. The board of directors of WPAHS, Inc. is comprised of a majority of independent members. Effective November 7, 2011 (Effective Date), the board of directors of WPAHS, Inc. engaged Alvarez & Marsal Healthcare Industry Group, LLC (A&M) to assign an Interim Chief Executive Officer of the System, Interim Chief Operating Officer of the System and Interim Chief Financial Officer of the System. All individuals appointed to their respective positions are under the employment of A&M and have daily oversight of all matters pertinent to the operation of the System as a whole and all organizations on an independent basis. All interim management personnel under the employment of A&M are responsible to and report to the WPAHS, Inc. board of directors. The term of the engagement is to last one year from the effective date with the option to renew the engagement beyond the initial one year term. During the course of the engagement, the WPAHS, Inc. board of directors upon written notice may cause any individual employed by A&M to be removed from their respective position and replaced by another similarly qualified individual. WPAHS, Inc. directly compensated A&M for their management services. The decision was made to allocate a portion of the expenditures of WPAHS, Inc. to other affiliated organizations. Thus the amount reflected on Form 990, Page 10, Line 11a, Column A does not reflect the entire cash outlay paid by WPAHS, Inc. for the A&M services. The affiliated organizations also reflect a component of the overall expenditure by WPAHS, Inc. for the A&M management services. As of the date of the filing of this tax return, A&M continues to provide management oversight to WPAHS, Inc. and the System under the supervision of the WPAHS, Inc. board of directors.
Changes To The West Penn Allegheny Health System, Inc. Bylaws Form 990, Page 6, Part VI, Section A, Line 4 The following changes were made to the bylaws of West Penn Allegheny Health System, Inc. during the year ended June 30, 2012: Article VII - Other Standing Committees of the Board of Directors, Section 8. Governance and Nominating Committee - The general purpose of the Governanace and Nominating Committee are to support Board functions by: (a) guiding the Board in the development and observance of sound corporate governance policies and practices as necessary or advisable to fulfill applicable legal requirements and societal expectations; (b) conducting assessments of Board effectiveness in the performance of its functions; and (c) recommending to the Board candidates for election to all Director positions in the Corporation and its Subsidiaries. In carrying out these purposes, the Governance and Nominating Committee shall have the specific authority and responsibilities conferred and delegated to it by the Charter for the Committee, to be adopted by resolution of the Board.
Form 990 Review Process Form 990, Page 6, Part VI, Section B, Line 11a Form 990 is prepared internally by an employee of the West Penn Allegheny Health System, Inc. (Health System) Tax Department who is a certified public accountant. The document is then reviewed internally by top management officials of the Health System. A detailed external review is conducted by Health System external tax advisors, who sign the return as preparer. The Chair of the organization's Board of Directors, or another Board Member otherwise designated by the Chair, along with members of the Audit and Compliance committee of the Health System Board review the Form 990 and recommend changes or accept the document as presented. A copy of the Form 990 is made available to every board member for review prior to filing the document with the Internal Revenue Service.
Monitoring and Enforcement of the Conflict of Interest Policy Form 990, Page 6, Part VI, Section B, Line 12c West Penn Allegheny Health System, Inc. is a member of the West Penn Allegheny Health System (WPAHS). WPAHS has a corporate compliance department that monitors and oversees compliance with the conflict of interest policy of all organizations in the health system. The following describes the manner in which the corporate compliance department monitors and oversees compliance with the conflict of interest policy for West Penn Allegheny Health System, Inc. as well as the other WPAHS affiliates: Conflict of Interest disclosure forms are completed on an annual basis by all board members, officers, employees who have a title of Manager and above, physicians in leadership roles, Pharmacy and Therapeutic Committee members, all employees of the System's Compliance and Internal Audit Departments as well as personnel involved with contracting in the Corporate Purchasing Department. Upon completion of the above disclosure statement by all applicable individuals, a report is generated listing all individuals that have reported a conflict. The System Compliance Officer and General Counsel review the conflicts disclosed. Those that require additional information or clarification receive a letter from the Compliance Officer requesting such. Once received, all additional information is added to the report and again reviewed by the Compliance Officer and General Counsel. Those conflicts that require a mitigation plan are sent to the respective organization's senior management for development of the mitigation plan. The organization's senior management is responsible to discuss the mitigation plan with the individual as needed and monitor compliance with the mitigation plan. Once mitigation is received, a final report is reviewed with the System Executive Compliance Council and finally the Audit & Compliance Committee of the Board.
Process Used To Determine Executive Compensation Form 990, Page 6, Part VI, Section B, Line 15b The West Penn Allegheny Health Systems (WPAHS) process for determining compensation for executive positions (including officers, key employees and other management positions) within West Penn Allegheny Health System, Inc. is covered by the WPAHS Executive Compensation Policy. This policy was approved by the West Penn Allegheny Health System, Inc. Board of Directors. It is the policy of WPAHS and its Board of Directors to compensate its executives in accordance with the market and in relation to the experience, service and accomplishments of the individual both prior to and during their service with WPAHS. The Compensation Committee of the West Penn Allegheny Health System, Inc. Board of Directors approves the compensation for WPAHS senior executives. The Compensation Committee approves the initial compensation for newly hired senior executives, which shall include all compensation components, including without limitation, base compensation, incentive compensation, deferred compensation, fringe and other benefits, as well as the total compensation. It shall also approve all base compensation adjustments and all incentive compensation awards, as well as material changes to deferred compensation, fringe, or other benefits. The Compensation Committee uses comparability data provided by the System Human Resources Department, which may include industry surveys, expert compensation studies, documented compensation of persons holding similar positions, or other comparable data in approving any executive compensation. The Compensation Committee shall periodically retain the services of an independent compensation consultant to provide an expert opinion report as to the reasonableness of total compensation of West Penn Allegheny Health System, Inc. officers and key employees. Each Compensation Committee member voting on a senior executive's compensation arrangement ensures that he or she has no conflict of interest, including that he or she (a) does not economically benefit from the proposed employment; (b) does not receive compensation subject to the approval of the proposed employee; and (c) has no material financial interest affected by the transaction. The Compensation Committee consists of five independent Board Members of West Penn Allegheny Health System, Inc. All decisions of the Compensation Committee regarding executive compensation matters are documented.
Public Availability of Organizational Documents Form 990, Page 6, Part VI, Section C, Line 19 West Penn Allegheny Health System, Inc. (WPAHS, Inc.) does not make its governing documents available to the public. WPAHS, Inc. is a member of the West Penn Allegheny Health System (WPAHS). The WPAHS makes available their annual and quarterly financial statements through the use of a dissemination agent. These financial statements are on a consolidated basis with WPAHS, Inc. being one of the consolidated entities. In addition, the WPAHS annual report and quarterly financial results are available on the WPAHS website. WPAHS has adopted a conflict of interest policy that is uniformly applied to all organizations of the health system, including WPAHS, Inc. A condensed version of this conflict of interest policy is available on the WPAHS website.
Compensation Reported For Individuals Serving Less Than a Full Year Form 990, Page 7, Part VII, Section A, Column A The following individuals served as Directors, Officers or Key Employees of West Penn Allegheny Health System, Inc. without serving a consecutive twelve month period in the position in which they are being reported. The following lists these individuals along with the dates served during the year ended June 30, 2012: Directors: George Eichley 07-01-2011 - 01-31-2012 Officers: Diane Dismukes 07-01-2011 - 10-31-2011 David Kiehn 07-01-2011 - 12-30-2011 Kathleen Sirkoch 07-01-2011 - 01-31-2012 Keith Ghezzi, MD 11-07-2011 - 06-30-2012 Douglas Womer 11-07-2011 - 06-30-2012 Matthew Peterson 01-31-2012 - 06-30-2012 Robert Brandfass 01-31-2012 - 06-30-2012 Colleen Grimm 01-31-2012 - 06-30-2012 Key Employees: William Edmondson 07-01-2011 - 09-02-2011 Gregory Burfitt 07-01-2011 - 10-28-2011 Roy Santarella 07-01-2011 - 11-01-2011 Dwight Monson 07-01-2011 - 12-05-2011 John Foley 07-01-2011 - 02-17-2012 Judy Zedreck 10-29-2011 - 06-30-2012
Health System Chief Executive and Chief Financial Officer Form 990, Page 7, Part VII, Section A, Column A Effective on November 7, 2011, Keith Ghezzi, MD and Douglas Womer were appointed as the System Chief Executive Officer and System Chief Financial Officer respectively. Neither Keith Ghezzi, MD nor Douglas Womer are employees of West Penn Allegheny Health System, Inc. or any of its affiliated organizations. Both are employees of Alvarez & Marsal Healthcare Industry Group, LLC (A&M); a management company engaged by the West Penn Allegheny Health System, Inc. Board of Directors to provide management oversight services to West Penn Allegheny Health System, Inc. and its affiliated organizations. Accordingly, no compensation is reported for Keith Ghezzi, MD or Douglas Womer on Form 990, Page 7, Part VII, Section A, Column (A). Please refer to the narrative in Schedule O corresponding to Form 990, Page 6, Part VI, Section A, Line 3 for a further understanding of the relationship between West Penn Allegheny Health System, Inc. and its affiliated organizations and A&M and Form 990, Page 10, Part IX, Line 11a for information related to the cost for West Penn Allegheny Health System, Inc. and its affiliated organizations to engage A&M for management oversight services.
Officer, Director and Key Employee Hour Allocation Form 990, Page 7, Part VII, Section A, Column B West Penn Allegheny Health System, Inc. (WPAHS, Inc.) is part of an integrated healthcare delivery system named West Penn Allegheny Health System. Individuals employed by one organization may be assigned to provide management for an affiliated organization. As such, many individuals play key roles or serve as officers or directors on multiple affiliated organizations. Each individual will be assigned forty hours to the organization of their actual employment. If the individual is employed by one organization and appointed as an officer, director or key employee of affiliated organizations the hour allocation on Form 990, Part VII, Page 7, Column (B) takes various factors into account when attempting to assign hours in a reasonable manner. Thus, it is possible for a single individual to have hours assigned in excess of forty hours per week if all affiliated organization IRS Forms 990 is taken into account. Directors who are not employed and volunteer their services are assigned one hour of service. The actual time served for all individuals disclosed in IRS Form 990 can vary based upon the need of the organization.
Rental Expense Form 990, Page 9, Part VIII, Line 6b West Penn Allegheny Health System, Inc. does not account for rental expense in a manner that would allow for a direct offset to rental income. The components of rental expense are reported on Form 990, Page 10, Part IX, Statement of Functional Expense.
Purpose Of Tax Exempt Bond Issuance Form 990, Page 11, Part X, Line 20 The purpose of the issue of the Allegheny County Hospital Development Authority (ACHDA) Hospital Revenue Bonds, Series 2007 A is to refund the outstanding ACHDA Series 2000A and B Bond Issues, refund the Dauphin County General Authority (DCGA) Series 1992A and B Hospital Bonds, the Pennsylvania Higher Education Facility Authority (PHEFA) Series 1991A Revenue Bonds, the Monroeville Hospital Authority (MHA) Series 1992 and 1995 Revenue Bonds, the funding of a project fund for certain prior and future capital expenditures and to pay the cost of issuing Series 2007A Debt.
Other Changes In Net Assets Form 990, Page 12, Part XI, Line 5 The following is a reconciliation of the Other Changes in Net Assets of West Penn Allegheny Health System, Inc. for the year ended June 30, 2012: Net Asset Transfers to Affiated Organizations $(133,859,448) Change in Minimum Pension Liability (63,341,898) Unrealized Gain on Investments (5,584,464) Net Assets Released From Restrictions To The Balance Sheet (8,307,068) ____________ Other Changes In Net Assets $(211,092,878)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
West Penn Allegheny Health System Inc
 
Employer identification number

25-0969492
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity







(1) West Penn Allegheny Foundation LLC
4800 Friendship Avenue
Pittsburgh,PA15224
20-1107650 		Capital Acq. PA 3,954,186 28,769,373 WPAHS Inc
 










Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Allegheny Medical Practice Network

4800 Friendship Avenue

Pittsburgh,PA15224
25-1838457 		Healthcare PA 501(c)(3) 3 WPAHS Inc
 
Yes
 
(2) Allegheny Specialty Practice Network

320 East North Avenue

Pittsburgh,PA15212
25-1838458 		Healthcare PA 501(c)(3) 3 WPAHS Inc
 
Yes
 
(3) Allegheny Singer Research Institute

320 East North Avenue

Pittsburgh,PA15212
25-1320493 		Sci Research PA 501(c)(3) 4 WPAHS Inc
 
Yes
 
(4) Alle-Kiski Medical Center

1301 Carlisle Street

Natrona Heights,PA15065
25-1875178 		Healthcare PA 501(c)(3) 3 WPAHS Inc
 
Yes
 
(5) Alle-Kiski Medical Center Trust

1301 Carlisle Street

Natrona Heights,PA15065
20-5855753 		Fundraising PA 501(c)(3) 11-I AKMC
 
 
No
(6) Canonsburg General Hospital

100 Medical Boulevard

Canonsburg,PA15317
25-1737079 		Healthcare PA 501(c)(3) 3 WPAHS Inc
 
Yes
 
(7) CGH Ambulance Service Inc

100 Medical Boulevard

Canonsburg,PA15317
23-2939715 		Emer Response PA 501(c)(3) 9 WPAHS Inc
 
Yes
 
(8) Forbes Health Foundation

2570 Haymaker Road

Monroeville,PA15146
25-1798379 		Fundraising PA 501(c)(3) 7 WPAHS Inc
 
Yes
 
(9) Suburban Health Foundation

100 South Jackson Avenue

Pittsburgh,PA15202
25-1472073 		Fundraising PA 501(c)(3) 11-I WPAHS Inc
 
Yes
 
(10) West Penn Allegheny Oncology Network

4800 Friendship Avenue

Pittsburgh,PA15224
11-3683376 		Healthcare PA 501(c)(3) 11-III FL WPAHS Inc
 
Yes
 
(11) West Penn Hospital Foundation

4800 Friendship Avenue

Pittsburgh,PA15224
25-1470766 		Fundraising PA 501(c)(3) 11-I WPAHS Inc
 
Yes
 
(12) West Penn Physician Practice Network

4800 Friendship Avenue

Pittsburgh,PA15224
25-1494317 		Healthcare PA 501(c)(3) 9 WPAHS Inc
 
Yes
 
(13) West Allegheny Hospital

100 Medical Boulevard

Pittsburgh,PA15317
25-1054206 		Inactive PA 501(c)(3) 3 NA
 
Yes
 
(14) Greater Canonsburg Health System

100 Medical Boulevard

Canonsburg,PA15317
25-1488089 		Inactive PA 501(c)(3) 11-I NA
 
Yes
 
(15) Canonsburg HealthHospital Foundation

100 Medical Boulevard

Canonsburg,PA15317
25-1818505 		Inactive PA 501(c)(3) 11-I NA
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) West Penn Ambulatory Surgical Co LLC

15305 Dallas Parkway
Addison,TX75001
27-2344847 		Healthcare PA WPAHS Inc
  		Related -217,997 16,209   No     No 51.000 %












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) Burn Care Associates
4800 Friendship Avenue
Pittsburgh,PA15224
23-2899534 		Healthcare PA WPAHS Inc
  		C Corporation 0 9,338 100.000 %
(2) Medical Center Clinic
4800 Friendship Avenue
Pittsburgh,PA15224
23-2894939 		Healthcare PA WPAHS Inc
  		C Corporation 0 51,063 100.000 %
(3) West Penn Corporate Medical Services
4800 Friendship Avenue
Pittsburgh,PA15224
25-1437405 		Healthcare PA WPAHS Inc
  		C Corporation 4 29,538 100.000 %
(4) West Penn Neurosurgery
4800 Friendship Avenue
Pittsburgh,PA15224
25-1630719 		Inactive PA WPAHS Inc
  		C Corporation 0 0 100.000 %
(5) Friendship Insurance Company
Barclay House Shedden Road
Grand Cayman,Cayman Islands  
CJ
98-0116952 		Captive Insur CJ WPAHS Inc
  		C Corporation 0 844,311 100.000 %




Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) Allegheny Specialty Practice Network

 1b 124,195,903 GAAP Accounting
(2) Allegheny Medical Practice Network

 1b 5,372,814 GAAP Accounting
(3) Allegheny Singer Research Institute

 1b 6,478,329 GAAP Accounting
(4) West Penn Physician Practice Network

 1b 1,093,250 GAAP Accounting
(5) Suburban Health Foundation

 1b 36,126 GAAP Accounting
(6) The Western Pennsylvania Hospital Foundation

 1b 26,812 GAAP Accounting
(7) West Penn Alleghney Oncology Network

 1c 2,860,726 GAAP Accounting
(8) Forbes Health Foundation

 1o 11,961 GAAP Accounting
(9) Canonsburg General Hospital Ambulance Service

 1o 140,627 GAAP Accounting
(10) Allegheny Singer Research Institute

 1o 94,062 GAAP Accounting
(11) Allegheny Specialty Practice Network

 1o 821,741 GAAP Accounting
(12) Friendship Insurance Company

 1p 44,345 GAAP Accounting
(13) Alle-Kiski Medical Center

 1p 60,913,223 GAAP Accounting
(14) Canonsburg General Hospital

 1p 19,386,588 GAAP Accounting
(15) West Penn Corporate Medical Services

 1p 110 GAAP Accounting
(16) Burn Care Associates Ltd

 1p 48,222 GAAP Accounting
(17) West Penn Allegheny Oncology Network

 1p 1,560 GAAP Accounting
(18) West Penn Physician Practice Network

 1p 815,199 GAAP Accounting
(19) Allegheny Medical Practice Network

 1p 120,137 GAAP Accounting
(20) The Western Pennsylvania Hospital Foundation

 1p 18,259 GAAP Accounting
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Contributions to Allegheny Specialty Practice Network IRS Form 990, Schedule R, Part V, Line 1b West Penn Allegheny Health System, Inc. (WPAHS, Inc.) reflects a contribution to Allegheny Specialty Practice Network (ASPN), EIN: 25-1838458, an affiliated 501(c)(3) organization in the amount of $124,195,903 for the year ended June 30, 2012. ASPN provides healthcare practice services to Western Pennsylvania in fields such as cardiology, neurology, oncology, allergy and asthma, anesthesiology, orthopaedics, pediatrics and gynecology among others. WPAHS, Inc. subsidizes the operations of ASPN through transfers of net assets. No repayment obligation exists between WPAHS, Inc. and ASPN.
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