TY 2018 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)
(1) FELIX GUTIERREZ MD...................................................................... DIRECTOR	1.00 ................. 39.00	X		0	501,153	28,996
(2) KENNETH OKEN MD...................................................................... DIRECTOR	25.00 ................. 1.00	X		119,167	0	0
(3) MICHAEL L FERNANDEZ MD...................................................................... DIRECTOR	1.00 ................. 1.00	X		0	0	0
(4) JOHN C HICKEY...................................................................... CHAIRMAN	1.00 ................. 1.00	X	X	0	0	0
(5) CAROLYN KREAMER PHD...................................................................... DIRECTOR	1.00 ................. 1.00	X		0	0	0
(6) PHILIP GUARNESCHELLI...................................................................... PRESIDENT/CEO	30.00 ................. 10.00	X	X	0	1,375,741	35,711
(7) CYNTHIA TOLSMA...................................................................... DIRECTOR	1.00 ................. 1.00	X		0	0	0
(8) MICHAEL MURCHIE...................................................................... DIRECTOR	1.00 ................. 1.00	X		0	0	0
(9) DOUG NEIDICH...................................................................... VICE CHAIRMAN	1.00 ................. 1.00	X	X	0	0	0
(10) YVONNE HOLLINS...................................................................... DIRECTOR	1.00 ................. 1.00	X		0	0	0
(11) MARK GLESSNER...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(12) JAMES GRANDON...................................................................... DIRECTOR	1.00 ................. 1.00	X		0	0	0
(13) RONALD KRATZ MD...................................................................... PRESIDENT OF THE MEDICAL STAFF	1.00 .................	X		0	0	0
(14) JONATHAN VIPOND...................................................................... DIRECTOR	1.00 .................	X		0	0	0
(15) CHRISTOPHER P MARKLEY ESQ...................................................................... SEC'Y/SR VP STAT SVC/GEN COUNSEL	14.00 ................. 26.00		X	0	636,796	31,392
(16) WILLIAM H PUGH...................................................................... EVP-TREAS./CFO	10.00 ................. 30.00		X	0	912,948	24,684
(17) JOHN DELORENZO...................................................................... ASSISTANT SECRETARY	14.00 ................. 26.00		X	0	212,583	28,106

(A) Name and business address	(B) Description of services	(C) Compensation
ARAMARK SERVICES INC 4700 WESTPORT DR SUITE 1400 MECHANICSBURG,PA17055	FOOD SERVICES	20,271,423
RIVERSIDE ANESTHESIA ASSOC 1 RUTHERFORD RD SUITE 101 HARRISBURG,PA17109	PHYS. ANESTH. SVCS.	11,605,714
PENNSYLVANIA PSYCHIATRIC INSTITUTE 2501 NORTH THIRD STREET HARRISBURG,PA17110	CONTRACT HEALTH SVC.	2,786,413
MEDDATA INC PO BOX 8403 CAROL STREAM,IL60197	BILLING/COLLECTIONS	2,442,660
THE CSI COMPANIES PO BOX 890841 CHARLOTTE,NC28289	STAFFING SERVICES	2,369,977
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 52

- TIN:

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

UPMC PINNACLE HOSPITALS

Employer identification number

25-1778644

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2018

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 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) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
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) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2017 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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) 2014	(b) 2015	(c) 2016	(d) 2017	(e) 2018	(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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2018 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2017 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2018 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2017 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2018

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2018

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2018

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2018

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2018	(iii) Distributable Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2018:
a From 2013.......
b From 2014.......
c From 2015.......
d From 2016.......
e From 2017.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2018 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2014......
b Excess from 2015.....
c Excess from 2016.....
d Excess from 2017.....
e Excess from 2018.....

Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Name of the organization

UPMC PINNACLE HOSPITALS

Employer identification number

25-1778644

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2

Name of organization UPMC PINNACLE HOSPITALS

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 3

Name of organization UPMC PINNACLE HOSPITALS		Employer identification number 25-1778644

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) (2018)

Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Page 4


Name of organization UPMC PINNACLE HOSPITALS			Employer identification number 25-1778644
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2018)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

UPMC PINNACLE HOSPITALS

Employer identification number

25-1778644

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, 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" on Form 990, Part IV, line 8.

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 XIII, the text of the footnote to its financial statements that describes these items.

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)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2018

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII 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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds. Complete if the organization answered "Yes" on 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 ....	7,683,993	7,488,199	7,107,039
b	Contributions ...	583,601
c	Net investment earnings, gains, and losses	-317,959	195,794	381,160
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......	7,949,635	7,683,993	7,488,199

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

0 %

Permanent endowment SchDMd Bullet

100.000 %

Temporarily restricted endowment SchDMd Bullet

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....	39,801,369		39,801,369
b	Buildings ....	315,606,187	27,952,027	287,654,160
c	Leasehold improvements	5,458,479	2,164,724	3,293,755
d	Equipment ....	183,714,720	90,456,668	93,258,052
e	Other .....	47,053,844	9,418,931	37,634,913
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				461,642,249

Schedule D (Form 990) 2018

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
ADVANCES FROM THIRD-PARTY PAYORS	2,827,200
DUE TO RELATED PARTIES	12,927,955
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	15,755,155
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2018

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	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 XIII.) ...........	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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 XIII.) ............	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 XIII.) ............	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 XIII

Supplemental Information

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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

PART V, LINE 4:

"UPMC PINNACLE'S ENDOWMENT FUND IS COMPRISED OF INVESTMENTS HELD IN TRUST THAT HAVE BEEN EITHER DONATED OR RECEIVED AS A TESTAMENTARY TRUST FROM THE GRANTORS WILL, WHERE THE HOSPITAL IS THE BENEFICIARY OF THE TRUST INSTRUMENT. THE UNDERLYING SECURITIES IN EACH TRUST ARE TYPICALLY INDIVIDUALLY OWNED FIXED INCOME OR EQUITY SECURITIES OR MUTUAL FUNDS WHICH ARE INVESTED IN FIXED INCOME OR EQUITY SECURITIES. THE TRUSTEE OF EACH TRUST IS RESPONSIBLE FOR MANAGING AND INVESTING THE ASSETS IN ACCORDANCE WITH THE TRUST ARRANGEMENT."

PART X, LINE 2:

TAX BENEFITS ARE RECOGNIZED WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. SUCH TAX POSITIONS ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY TO BE REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAX AUTHORITIES ASSUMING FULL KNOWLEDGE OF THE POSITION AND ALL RELEVANT FACTS. CERTAIN OF THE COMPANY'S SUBSIDIARIES ARE SUBJECT TO TAXATION IN THE UNITED STATES, VARIOUS STATES AND FOREIGN JURISDICTIONS. AS OF DECEMBER 31, 2018, THE COMPANY'S RETURNS FOR THE FISCAL YEARS ENDED JUNE 30, 2015, 2016, AND 2017 ARE OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES.

Schedule D (Form 990) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

UPMC PINNACLE HOSPITALS

Employer identification number

25-1778644

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

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.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

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.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other 25000.0000000000 %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used 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, as a factor in determining eligibility for free or discounted care.

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"? . . . . . . . . . . . . .

Yes

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

Yes

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

Yes

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? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

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) . . .			6,010,696		6,010,696	0.650 %
b	Medicaid (from Worksheet 3, column a) . . . . .			111,074,508	77,773,202	33,301,306	3.590 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .			117,085,204	77,773,202	39,312,002	4.240 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).	23	1,792,679	7,663,316		7,663,316	0.830 %
f	Health professions education (from Worksheet 5) . . .	3	8,712	9,005,531		9,005,531	0.970 %
g	Subsidized health services (from Worksheet 6) . . . .	2	26,000	3,058,731		3,058,731	0.330 %
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .	3	217,216	1,086,266		1,086,266	0.120 %
j	Total. Other Benefits . .	31	2,044,607	20,813,844		20,813,844	2.250 %
k	Total. Add lines 7d and 7j .	31	2,044,607	137,899,048	77,773,202	60,125,846	6.490 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2018

Schedule H (Form 990) 2018

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	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support	5	248,550	3,045,401	3,045,401	0.330 %
4	Environmental improvements
5	Leadership development and training for community members	1	500	20,000	20,000	0 %
6	Coalition building
7	Community health improvement advocacy	1	1,788	130,140	130,140	0.010 %
8	Workforce development
9	Other
10	Total	7	250,838	3,195,541	3,195,541	0.340 %

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

10,614,833

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

831,602

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

177,245,978

Enter Medicare allowable costs of care relating to payments on line 5.....

178,754,179

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-1,508,201

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:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

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 .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—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 %
11 WEST SHORE SURGERY CENTER LTD	SURGICAL CARE - MEDICAL SERVICES	45.000 %	0 %	53.000 %
22 SUSQUEHANNA VALLEY SURGERY CENTER	SURGICAL CARE - MEDICAL SERVICES	50.000 %	0 %	50.000 %
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2018

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?3Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	UPMC PINNACLE HARRISBURG 111 SOUTH FRONT STREET HARRISBURG,PA17101 WWW.UPMCPINNACLE.COM 340601	X	X	X	X	X
2	UPMC PINNACLE COMMUNITY GENERAL OSTEOPATHIC 4300 LONDONDERRY ROAD HARRISBURG,PA17109 WWW.UPMCPINNACLE.COM 340601	X	X	X	X	X
3	UPMC PINNACLE WEST SHORE 1995 TECHNOLOGY PARKWAY MECHANICSBURG,PA17050 WWW.UPMCPINNACLE.COM 340601	X	X	X	X	X

Schedule H (Form 990) 2018

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	UPMC PINNACLE HARRISBURG
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 18

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.UPMCPINNACLE.COM

Other website (list url): WWW.PPIMHS.ORG

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.UPMCPINNACLE.COM

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2018

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	UPMC PINNACLE HARRISBURG
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 250.000000000000% and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.UPMCPINNACLE.COM

The FAP application form was widely available on a website (list url):

WWW.UPMCPINNACLE.COM

A plain language summary of the FAP was widely available on a website (list url):
WWW.UPMCPINNACLE.COM

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 6

Part VFacility Information (continued)

Billing and Collections

	UPMC PINNACLE HARRISBURG
Name of hospital facility or letter of facility reporting group

Yes

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 all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs

Made a reasonable effort to orally notify individuals about the FAP and FAP application process

Processed incomplete and complete FAP applications

Made presumptive eligibility determinations

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required 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?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	UPMC PINNACLE HARRISBURG
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual 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? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2018

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	UPMC PINNACLE COMMUNITY GENERAL OSTEOPAT
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 18

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.UPMCPINNACLE.COM

Other website (list url): WWW.PPIMHS.ORG

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.UPMCPINNACLE.COM

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2018

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	UPMC PINNACLE COMMUNITY GENERAL OSTEOPAT
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 250.000000000000% and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.UPMCPINNACLE.COM

The FAP application form was widely available on a website (list url):

WWW.UPMCPINNACLE.COM

A plain language summary of the FAP was widely available on a website (list url):
WWW.UPMCPINNACLE.COM

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 6

Part VFacility Information (continued)

Billing and Collections

	UPMC PINNACLE COMMUNITY GENERAL OSTEOPAT
Name of hospital facility or letter of facility reporting group

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs

Made a reasonable effort to orally notify individuals about the FAP and FAP application process

Processed incomplete and complete FAP applications

Made presumptive eligibility determinations

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	UPMC PINNACLE COMMUNITY GENERAL OSTEOPAT
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a prospective Medicare or Medicaid method

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2018

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	UPMC PINNACLE WEST SHORE
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 18

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): WWW.UPMCPINNACLE.COM

Other website (list url): WWW.PPIMHS.ORG

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): WWW.UPMCPINNACLE.COM

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2018

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	UPMC PINNACLE WEST SHORE
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 250.000000000000% and FPG family income limit for eligibility for discounted care of 400.000000000000%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

WWW.UPMCPINNACLE.COM

The FAP application form was widely available on a website (list url):

WWW.UPMCPINNACLE.COM

A plain language summary of the FAP was widely available on a website (list url):
WWW.UPMCPINNACLE.COM

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 6

Part VFacility Information (continued)

Billing and Collections

	UPMC PINNACLE WEST SHORE
Name of hospital facility or letter of facility reporting group

Yes

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs

Made a reasonable effort to orally notify individuals about the FAP and FAP application process

Processed incomplete and complete FAP applications

Made presumptive eligibility determinations

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2018

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	UPMC PINNACLE WEST SHORE
Name of hospital facility or letter of facility reporting group

Yes

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.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a prospective Medicare or Medicaid method

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2018

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
UPMC PINNACLE HARRISBURG	PART V, SECTION B, LINE 5: ORGANIZATIONS AND COMMUNITY LEADERS WITHIN THE FIVE-COUNTY REGION WERE ENGAGED TO IDENTIFY THE NEEDS OF THE COMMUNITY. FAITH-BASED ORGANIZATIONS, COMMUNITY ORGANIZATIONS, GOVERNMENT AGENCIES, EDUCATIONAL SYSTEMS, AND HEALTH AND HUMAN SERVICES ENTITIES WERE ENGAGED THROUGHOUT THE CHNA. THE COMPREHENSIVE PRIMARY DATA COLLECTION PHASE RESULTED IN THE CONTRIBUTION OF OVER 900 COMMUNITY STAKEHOLDERS/LEADERS, ORGANIZATIONS, AND COMMUNITY GROUPS. THE PRIMARY DATA COLLECTION CONSISTED OF SEVERAL PROJECT COMPONENT PIECES. TWENTY-SEVEN COMMUNITY STAKEHOLDER INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS WHO REPRESENTED A) BROAD INTERESTS OF THE COMMUNITY, B) POPULATIONS OF NEED OR C) PERSONS WITH SPECIALIZED KNOWLEDGE IN PUBLIC HEALTH. OVERALL, 831 PAPER HAND-SURVEYS WERE COLLECTED FROM COMMUNITY RESIDENTS. WE WORKED CLOSELY WITH 47 COMMUNITY ORGANIZATIONS TO DISTRIBUTE AND GATHER THE HAND-SURVEY FROM COMMUNITY RESIDENTS. FORTY-TWO COMMUNITY LEADERS AND REPRESENTATIVES ATTENDED A COMMUNITY FORUM TO PRIORITIZE HEALTH NEEDS, WHICH WILL ASSIST IN THE IMPLEMENTATION AND PLANNING PHASE. A RESOURCE INVENTORY WAS GENERATED TO HIGHLIGHT AVAILABLE PROGRAMS AND SERVICES WITHIN THE FIVE-COUNTY SERVICE AREA. THE RESOURCE INVENTORY IDENTIFIES AVAILABLE ORGANIZATIONS AND AGENCIES THAT SERVE THE REGION WITHIN EACH OF THE PRIORITY NEEDS.A SIGNIFICANT PROJECT COMPONENT PIECE OF THE CHNA WAS THE COMPILATION OF A REGIONAL PROFILE (SECONDARY DATA ANALYSIS). THE REGIONAL PROFILE WAS COMPOSED UTILIZING LOCAL, STATE, AND FEDERAL FIGURES PROVIDING VALUABLE INFORMATION ON A WIDE ARRAY OF HEALTH AND SOCIAL ISSUES. THE WORKING GROUP EXAMINED AND DISCUSSED DIFFERENT SOCIOECONOMIC ASPECTS, HEALTH OUTCOMES, AND HEALTH FACTORS THAT AFFECT RESIDENTS' BEHAVIORS; SPECIFICALLY, THE INFLUENTIAL FACTORS THAT IMPACT THE HEALTH OF RESIDENTS.AS PART OF THE CHNA PHASE, TELEPHONE INTERVIEWS WERE COMPLETED WITH COMMUNITY STAKEHOLDERS IN THE SERVICE AREA TO UNDERSTAND BETTER THE CHANGING COMMUNITY HEALTH ENVIRONMENT. COMMUNITY STAKEHOLDER INTERVIEWS WERE CONDUCTED DURING LATE DECEMBER 2017 THROUGH EARLY FEBRUARY 2018. COMMUNITY STAKEHOLDERS TARGETED FOR INTERVIEWS ENCOMPASSED A WIDE VARIETY OF PROFESSIONAL BACKGROUNDS INCLUDING: 1) PUBLIC HEALTH EXPERTISE; 2) PROFESSIONALS WITH ACCESS TO COMMUNITY HEALTH RELATED DATA; 3) REPRESENTATIVES OF UNDERSERVED POPULATIONS; 4) GOVERNMENT LEADERS; AND 5) RELIGIOUS LEADERS. IN TOTAL, 26 INTERVIEWS WERE CONDUCTED WITH COMMUNITY LEADERS AND STAKEHOLDERS.
UPMC PINNACLE COMMUNITY GENERAL OSTEOPATHIC	PART V, SECTION B, LINE 5: ORGANIZATIONS AND COMMUNITY LEADERS WITHIN THE FIVE-COUNTY REGION WERE ENGAGED TO IDENTIFY THE NEEDS OF THE COMMUNITY. FAITH-BASED ORGANIZATIONS, COMMUNITY ORGANIZATIONS, GOVERNMENT AGENCIES, EDUCATIONAL SYSTEMS, AND HEALTH AND HUMAN SERVICES ENTITIES WERE ENGAGED THROUGHOUT THE CHNA. THE COMPREHENSIVE PRIMARY DATA COLLECTION PHASE RESULTED IN THE CONTRIBUTION OF OVER 900 COMMUNITY STAKEHOLDERS/LEADERS, ORGANIZATIONS, AND COMMUNITY GROUPS.THE PRIMARY DATA COLLECTION CONSISTED OF SEVERAL PROJECT COMPONENT PIECES. TWENTY-SEVEN COMMUNITY STAKEHOLDER INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS WHO REPRESENTED A) BROAD INTERESTS OF THE COMMUNITY, B) POPULATIONS OF NEED OR C) PERSONS WITH SPECIALIZED KNOWLEDGE IN PUBLIC HEALTH. OVERALL, 831 PAPER HAND-SURVEYS WERE COLLECTED FROM COMMUNITY RESIDENTS. WE WORKED CLOSELY WITH 47 COMMUNITY ORGANIZATIONS TO DISTRIBUTE AND GATHER THE HAND-SURVEY FROM COMMUNITY RESIDENTS. FORTY-TWO COMMUNITY LEADERS AND REPRESENTATIVES ATTENDED A COMMUNITY FORUM TO PRIORITIZE HEALTH NEEDS, WHICH WILL ASSIST IN THE IMPLEMENTATION AND PLANNING PHASE. A RESOURCE INVENTORY WAS GENERATED TO HIGHLIGHT AVAILABLE PROGRAMS AND SERVICES WITHIN THE FIVE-COUNTY SERVICE AREA. THE RESOURCE INVENTORY IDENTIFIES AVAILABLE ORGANIZATIONS AND AGENCIES THAT SERVE THE REGION WITHIN EACH OF THE PRIORITY NEEDS.A SIGNIFICANT PROJECT COMPONENT PIECE OF THE CHNA WAS THE COMPILATION OF A REGIONAL PROFILE (SECONDARY DATA ANALYSIS). THE REGIONAL PROFILE WAS COMPOSED UTILIZING LOCAL, STATE, AND FEDERAL FIGURES PROVIDING VALUABLE INFORMATION ON A WIDE ARRAY OF HEALTH AND SOCIAL ISSUES. THE WORKING GROUP EXAMINED AND DISCUSSED DIFFERENT SOCIOECONOMIC ASPECTS, HEALTH OUTCOMES, AND HEALTH FACTORS THAT AFFECT RESIDENTS' BEHAVIORS; SPECIFICALLY, THE INFLUENTIAL FACTORS THAT IMPACT THE HEALTH OF RESIDENTS.AS PART OF THE CHNA PHASE, TELEPHONE INTERVIEWS WERE COMPLETED WITH COMMUNITY STAKEHOLDERS IN THE SERVICE AREA TO UNDERSTAND BETTER THE CHANGING COMMUNITY HEALTH ENVIRONMENT. COMMUNITY STAKEHOLDER INTERVIEWS WERE CONDUCTED DURING LATE DECEMBER 2017 THROUGH EARLY FEBRUARY 2018. COMMUNITY STAKEHOLDERS TARGETED FOR INTERVIEWS ENCOMPASSED A WIDE VARIETY OF PROFESSIONAL BACKGROUNDS INCLUDING: 1) PUBLIC HEALTH EXPERTISE; 2) PROFESSIONALS WITH ACCESS TO COMMUNITY HEALTH RELATED DATA; 3) REPRESENTATIVES OF UNDERSERVED POPULATIONS; 4) GOVERNMENT LEADERS; AND 5) RELIGIOUS LEADERS. IN TOTAL, 26 INTERVIEWS WERE CONDUCTED WITH COMMUNITY LEADERS AND STAKEHOLDERS.
UPMC PINNACLE WEST SHORE	PART V, SECTION B, LINE 5: ORGANIZATIONS AND COMMUNITY LEADERS WITHIN THE FIVE-COUNTY REGION WERE ENGAGED TO IDENTIFY THE NEEDS OF THE COMMUNITY. FAITH-BASED ORGANIZATIONS, COMMUNITY ORGANIZATIONS, GOVERNMENT AGENCIES, EDUCATIONAL SYSTEMS, AND HEALTH AND HUMAN SERVICES ENTITIES WERE ENGAGED THROUGHOUT THE CHNA. THE COMPREHENSIVE PRIMARY DATA COLLECTION PHASE RESULTED IN THE CONTRIBUTION OF OVER 900 COMMUNITY STAKEHOLDERS/LEADERS, ORGANIZATIONS, AND COMMUNITY GROUPS.THE PRIMARY DATA COLLECTION CONSISTED OF SEVERAL PROJECT COMPONENT PIECES. TWENTY-SEVEN COMMUNITY STAKEHOLDER INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS WHO REPRESENTED A) BROAD INTERESTS OF THE COMMUNITY, B) POPULATIONS OF NEED OR C) PERSONS WITH SPECIALIZED KNOWLEDGE IN PUBLIC HEALTH. OVERALL, 831 PAPER HAND-SURVEYS WERE COLLECTED FROM COMMUNITY RESIDENTS. WE WORKED CLOSELY WITH 47 COMMUNITY ORGANIZATIONS TO DISTRIBUTE AND GATHER THE HAND-SURVEY FROM COMMUNITY RESIDENTS. FORTY-TWO COMMUNITY LEADERS AND REPRESENTATIVES ATTENDED A COMMUNITY FORUM TO PRIORITIZE HEALTH NEEDS, WHICH WILL ASSIST IN THE IMPLEMENTATION AND PLANNING PHASE. A RESOURCE INVENTORY WAS GENERATED TO HIGHLIGHT AVAILABLE PROGRAMS AND SERVICES WITHIN THE FIVE-COUNTY SERVICE AREA. THE RESOURCE INVENTORY IDENTIFIES AVAILABLE ORGANIZATIONS AND AGENCIES THAT SERVE THE REGION WITHIN EACH OF THE PRIORITY NEEDS.A SIGNIFICANT PROJECT COMPONENT PIECE OF THE CHNA WAS THE COMPILATION OF A REGIONAL PROFILE (SECONDARY DATA ANALYSIS). THE REGIONAL PROFILE WAS COMPOSED UTILIZING LOCAL, STATE, AND FEDERAL FIGURES PROVIDING VALUABLE INFORMATION ON A WIDE ARRAY OF HEALTH AND SOCIAL ISSUES. THE WORKING GROUP EXAMINED AND DISCUSSED DIFFERENT SOCIOECONOMIC ASPECTS, HEALTH OUTCOMES, AND HEALTH FACTORS THAT AFFECT RESIDENTS' BEHAVIORS; SPECIFICALLY, THE INFLUENTIAL FACTORS THAT IMPACT THE HEALTH OF RESIDENTS.AS PART OF THE CHNA PHASE, TELEPHONE INTERVIEWS WERE COMPLETED WITH COMMUNITY STAKEHOLDERS IN THE SERVICE AREA TO UNDERSTAND BETTER THE CHANGING COMMUNITY HEALTH ENVIRONMENT. COMMUNITY STAKEHOLDER INTERVIEWS WERE CONDUCTED DURING LATE DECEMBER 2017 THROUGH EARLY FEBRUARY 2018. COMMUNITY STAKEHOLDERS TARGETED FOR INTERVIEWS ENCOMPASSED A WIDE VARIETY OF PROFESSIONAL BACKGROUNDS INCLUDING: 1) PUBLIC HEALTH EXPERTISE; 2) PROFESSIONALS WITH ACCESS TO COMMUNITY HEALTH RELATED DATA; 3) REPRESENTATIVES OF UNDERSERVED POPULATIONS; 4) GOVERNMENT LEADERS; AND 5) RELIGIOUS LEADERS. IN TOTAL, 26 INTERVIEWS WERE CONDUCTED WITH COMMUNITY LEADERS AND STAKEHOLDERS.
UPMC PINNACLE HARRISBURG	PART V, SECTION B, LINE 6A: UPMC PINNACLE CARLISLEPENNSYLVANIA PSYCHIATRIC INSTITUTE
UPMC PINNACLE COMMUNITY GENERAL OSTEOPATHIC	PART V, SECTION B, LINE 6A: UPMC PINNACLE CARLISLEPENNSYLVANIA PSYCHIATRIC INSTITUTE
UPMC PINNACLE WEST SHORE	PART V, SECTION B, LINE 6A: UPMC PINNACLE CARLISLEPENNSYLVANIA PSYCHIATRIC INSTITUTE
UPMC PINNACLE HARRISBURG	PART V, SECTION B, LINE 7D: COMMUNITY EVENTS
UPMC PINNACLE COMMUNITY GENERAL OSTEOPATHIC	PART V, SECTION B, LINE 7D: COMMUNITY EVENTS
UPMC PINNACLE WEST SHORE	PART V, SECTION B, LINE 7D: COMMUNITY EVENTS
UPMC PINNACLE HARRISBURG	PART V, SECTION B, LINE 11: AFTER REVIEWING THE DATA GENERATED FROM THE CHNA AND MAPPING EXISTING INTERNAL AND COMMUNITY BASED RESOURCES, UPMC PINNACLE DEVELOPED THE FOLLOWING IMPLEMENTATION PLAN WITH EVIDENCE-BASED STRATEGIES.UPMC PINNACLE PRESENTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN 2012, 2015 AND IN ACCORDANCE WITH IRS REGULATION TO CONDUCT THE CHNA EVERY THREE YEARS, HAS COMPLETED AND APPROVED THE 2018 CHNA. AS A RESULT OF EXTENSIVE PRIMARY AND SECONDARY RESEARCH, INCLUDING WITH COMMUNITY MEMBERS AND COMMUNITY LEADERS, PROJECT LEADERSHIP IDENTIFIED THREE REGIONAL PRIORITIES. THE RESEARCH ILLUSTRATED THAT THERE IS A NEED FOR ADDITIONAL INFORMATION AND SERVICES THAT PROMOTE AND PROVIDE ACCESS TO HEALTH SERVICES (1), BEHAVIORAL HEALTH SERVICES (2), AND HEALTHY LIFESTYLES (3). 1) PRIORITY 1: ACCESS TO HEALTH SERVICES IN THE AREAS OF PRIMARY CARE, SPECIALTY CARE, AND DENTAL CARE. THE GOAL OF UPMC PINNACLE HOSPITAL IS TO EXPAND THE HEALTH CARE REACH TO RURAL AND HOMEBOUND POPULATIONS WITH THE ANTICIPATED IMPACT THAT RURAL AND HOMEBOUND POPULATIONS WILL HAVE INCREASED ACCESS TO HEALTH CARE SERVICES. THIS WILL BE ACCOMPLISHED USING A PLAN OF 5 KEY STRATEGIES.STRATEGY 1: STRENGTHEN ACCESS TO SPECIALTY PROVIDER-BASED SERVICES AND SUPPORTIVE SERVICES, AND INCREASE UTILIZATION OF HEALTH CARE SERVICES BY COMMUNITY MEMBERS. WE WILL PROVIDE INSURANCE ENROLLMENT SPECIALIST AND FINANCIAL AID COUNSELORS TO ENROLL UNINSURED ADULTS AND CHILDREN IN APPROPRIATE INSURANCE PLANS. WE WILL OPTIMIZE THE PATIENT-CENTERED MEDICAL HOME BY USING TECHNOLOGY AND CONNECTING WITH OUR COMMUNITY PARTNERS AND COMMUNITY HEALTH CENTERS. WE WILL COLLABORATE WITH COMMUNITY HEALTH CENTER STAFF TO REVIEW CASES OF HIGH UTILIZATION AND ACUITY. WE WILL MAINTAIN A CONTINUED PARTNERSHIP WITH COMMUNITY HEALTH CENTERS AND CLINICS TO COORDINATE CARE TO UNINSURED, UNDERINSURED, AND DIVERSE POPULATIONS. STRATEGY 2: STRENGTHEN ACCESS TO DENTAL PROVIDER-BASED SERVICES, SUPPORTIVE SERVICES, AND UTILIZATION OF DENTAL SERVICES BY COMMUNITY MEMBERS. PROMOTE INCREASED UTILIZATION OF THE SMILES PROGRAM TO MINIMIZE DENTAL CARE AS A BARRIER TO OVERALL HEALTH STATUS IMPROVEMENT. COORDINATE CARE OF URGENT DENTAL NEEDS IN THE EMERGENCY DEPARTMENT. STRATEGY 3: PROVIDE PATIENT ACCESS TO HEALTH CARE RESOURCES IN THEIR LANGUAGE BY EXPANDING OUR INTERPRETATION SERVICES TO PATIENTS; EXPAND TRANSLATION OF MEDICAL DOCUMENTS TO PATIENTS. STRATEGY 4: INCREASE ACCESS TO EVIDENCE BASED SMOKING CESSATION AND PREVENTION PROGRAMS THROUGH CONTINUED TOBACCO CESSATION AND SMOKING PREVENTION PROGRAMS. STRATEGY 5: INCREASE NUMBER OF PATIENTS RECEIVING CARE COORDINATION SERVICES BY EXPLORING PAYOR OPTIONS FOR PAYMENT PROGRAMS AND EXPLORING CHRONIC CARE MANAGEMENT BILLING. 2) PRIORITY 2: BEHAVIORAL HEALTH SERVICES FOCUSING ON MENTAL HEALTH AND SUBSTANCE ABUSE. THE GOAL IS TO IMPROVE BEHAVIORAL HEALTH ILLNESSES BY PROVIDING ACCESS TO QUALITY MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS, PROVIDING EDUCATION THAT ADDRESSES THE WHOLE PERSON, AND INCREASING OUR PREVENTION, EDUCATION, AND TREATMENT SERVICES. WE HAVE DEVELOPED 12 KEY STRATEGIES TO ADDRESS THIS PRIORITY.STRATEGY 1: CONDUCT MENTAL HEALTH SCREENINGS TO REDUCE THE OCCURRENCE OF SUICIDE. STRATEGY 2: PROVIDE MENTAL HEALTH TRAINING TO LAW ENFORCEMENT OFFICERS. STRATEGY 3: IMPLEMENT AN INTEGRATED CARE MODEL FOR BEHAVIORAL HEALTH AT UPMC PINNACLE HOSPITALS. STRATEGY 4: PROVIDE EARLY ENGAGEMENT AND SUPPORT FOR PSYCHOSIS. STRATEGY 5: IMPLEMENT TRAUMA INFORMED CARE (TIC) TO MEET THE NEEDS OF THE WHOLE PERSON. STRATEGY 6: IMPROVE ACCESS TO HEALTH CARE THROUGH A MEDICAL HOME. STRATEGY 7: PROVIDE DIRECT ACCESS FOR THOSE EXPERIENCING A MENTAL HEALTH CRISIS. STRATEGY 8: IMPROVE ACCESS TO MENTAL HEALTH CARE THROUGH TELE-PSYCHIATRY. STRATEGY 9: IMPROVE BEHAVIORAL HEALTH OF CHILDREN AND ADOLESCENTS. STRATEGY 10: IMPROVE ACCESS TO MEDICATED ASSISTED TREATMENT (MAT). STRATEGY 11: PROVIDE STEPS TO RECOVERY FOR PREGNANT WOMEN FACING ADDICTION. STRATEGY 12: COLLABORATE WITH CENTER FOR ADDICTION RECOVERY ACTIONS TO IMPROVE THE WARM HANDOFF PROCESSES IN THE EMERGENCY DEPARTMENT AND PROVIDE ONGOING X WAIVER TRAINING SESSIONS. 3) PRIORITY 3: HEALTHY LIFESTYLES IN AREAS OF PHYSICAL ACTIVITY, OBESITY, AND TOBACCO USE. THE GOAL IS TO INCREASE KNOWLEDGE OF ACCESS AND OPPORTUNITY TO UPMC PINNACLE RESOURCES IN RURAL COMMUNITIES AND UNDERSERVED POPULATIONS. FOUR KEY STRATEGIES HAVE BEEN DEVELOPED TO ADDRESS THIS PRIORITY. STRATEGY 1: ADDRESS INCOME, EDUCATION AND EMPLOYMENT DETERMINANTS OF HEALTH THAT NEGATIVELY IMPACT A HEALTHY AND DIVERSE WORKFORCE AND PREVENTIVE CARE.STRATEGY 2: ADDRESS TRANSPORTATION BARRIERS TO REDUCE MISSED APPOINTMENTS DUE TO UNRELIABLE OR NO TRANSPORTATION WHICH NEGATIVELY IMPACTS PREVENTIVE CARE AND INCREASES ED VISITS.STRATEGY 3: ASSIST HOMELESS RECIPIENTS WITHIN THE UPMC PINNACLE FOOTPRINT WITH MOVING FROM THE STREETS INTO STRUCTURED, LONG-TERM CARE THROUGH COLLABORATION WITH COMMUNITY PARTNERS.STRATEGY 4: IMPROVE LANGUAGE ACCESS GIVEN THROUGH THE DEVELOPMENT AND PROMOTION OF CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES.
UPMC PINNACLE COMMUNITY GENERAL OSTEOPATHIC	PART V, SECTION B, LINE 11: AFTER REVIEWING THE DATA GENERATED FROM THE CHNA AND MAPPING EXISTING INTERNAL AND COMMUNITY BASED RESOURCES, UPMC PINNACLE DEVELOPED THE FOLLOWING IMPLEMENTATION PLAN WITH EVIDENCE-BASED STRATEGIES.UPMC PINNACLE PRESENTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN 2012, 2015 AND IN ACCORDANCE WITH IRS REGULATION TO CONDUCT THE CHNA EVERY THREE YEARS, HAS COMPLETED AND APPROVED THE 2018 CHNA. AS A RESULT OF EXTENSIVE PRIMARY AND SECONDARY RESEARCH, INCLUDING WITH COMMUNITY MEMBERS AND COMMUNITY LEADERS, PROJECT LEADERSHIP IDENTIFIED THREE REGIONAL PRIORITIES. THE RESEARCH ILLUSTRATED THAT THERE IS A NEED FOR ADDITIONAL INFORMATION AND SERVICES THAT PROMOTE AND PROVIDE ACCESS TO HEALTH SERVICES (1), BEHAVIORAL HEALTH SERVICES (2), AND HEALTHY LIFESTYLES (3). 1) PRIORITY 1: ACCESS TO HEALTH SERVICES IN THE AREAS OF PRIMARY CARE, SPECIALTY CARE, AND DENTAL CARE. THE GOAL OF UPMC PINNACLE HOSPITAL IS TO EXPAND THE HEALTH CARE REACH TO RURAL AND HOMEBOUND POPULATIONS WITH THE ANTICIPATED IMPACT THAT RURAL AND HOMEBOUND POPULATIONS WILL HAVE INCREASED ACCESS TO HEALTH CARE SERVICES. THIS WILL BE ACCOMPLISHED USING A PLAN OF 5 KEY STRATEGIESSTRATEGY 1: STRENGTHEN ACCESS TO SPECIALTY PROVIDER-BASED SERVICES AND SUPPORTIVE SERVICES, AND INCREASE UTILIZATION OF HEALTH CARE SERVICES BY COMMUNITY MEMBERS. WE WILL PROVIDE INSURANCE ENROLLMENT SPECIALIST AND FINANCIAL AID COUNSELORS TO ENROLL UNINSURED ADULTS AND CHILDREN IN APPROPRIATE INSURANCE PLANS. WE WILL OPTIMIZE THE PATIENT-CENTERED MEDICAL HOME BY USING TECHNOLOGY AND CONNECTING WITH OUR COMMUNITY PARTNERS AND COMMUNITY HEALTH CENTERS. WE WILL COLLABORATE WITH COMMUNITY HEALTH CENTER STAFF TO REVIEW CASES OF HIGH UTILIZATION AND ACUITY. WE WILL MAINTAIN A CONTINUED PARTNERSHIP WITH COMMUNITY HEALTH CENTERS AND CLINICS TO COORDINATE CARE TO UNINSURED, UNDERINSURED, AND DIVERSE POPULATIONS. STRATEGY 2: STRENGTHEN ACCESS TO DENTAL PROVIDER-BASED SERVICES, SUPPORTIVE SERVICES, AND UTILIZATION OF DENTAL SERVICES BY COMMUNITY MEMBERS. PROMOTE INCREASED UTILIZATION OF THE SMILES PROGRAM TO MINIMIZE DENTAL CARE AS A BARRIER TO OVERALL HEALTH STATUS IMPROVEMENT. COORDINATE CARE OF URGENT DENTAL NEEDS IN THE EMERGENCY DEPARTMENT. STRATEGY 3: PROVIDE PATIENT ACCESS TO HEALTH CARE RESOURCES IN THEIR LANGUAGE BY EXPANDING OUR INTERPRETATION SERVICES TO PATIENTS; EXPAND TRANSLATION OF MEDICAL DOCUMENTS TO PATIENTS. STRATEGY 4: INCREASE ACCESS TO EVIDENCE BASED SMOKING CESSATION AND PREVENTION PROGRAMS THROUGH CONTINUED TOBACCO CESSATION AND SMOKING PREVENTION PROGRAMS. STRATEGY 5: INCREASE NUMBER OF PATIENTS RECEIVING CARE COORDINATION SERVICES BY EXPLORING PAYOR OPTIONS FOR PAYMENT PROGRAMS AND EXPLORING CHRONIC CARE MANAGEMENT BILLING. 2) PRIORITY 2: BEHAVIORAL HEALTH SERVICES FOCUSING ON MENTAL HEALTH AND SUBSTANCE ABUSE. THE GOAL IS TO IMPROVE BEHAVIORAL HEALTH ILLNESSES BY PROVIDING ACCESS TO QUALITY MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS, PROVIDING EDUCATION THAT ADDRESSES THE WHOLE PERSON, AND INCREASING OUR PREVENTION, EDUCATION, AND TREATMENT SERVICES. WE HAVE DEVELOPED 12 KEY STRATEGIES TO ADDRESS THIS PRIORITY.STRATEGY 1: CONDUCT MENTAL HEALTH SCREENINGS TO REDUCE THE OCCURRENCE OF SUICIDE. STRATEGY 2: PROVIDE MENTAL HEALTH TRAINING TO LAW ENFORCEMENT OFFICERS. STRATEGY 3: IMPLEMENT AN INTEGRATED CARE MODEL FOR BEHAVIORAL HEALTH AT UPMC PINNACLE HOSPITALS. STRATEGY 4: PROVIDE EARLY ENGAGEMENT AND SUPPORT FOR PSYCHOSIS. STRATEGY 5: IMPLEMENT TRAUMA INFORMED CARE (TIC) TO MEET THE NEEDS OF THE WHOLE PERSON. STRATEGY 6: IMPROVE ACCESS TO HEALTH CARE THROUGH A MEDICAL HOME. STRATEGY 7: PROVIDE DIRECT ACCESS FOR THOSE EXPERIENCING A MENTAL HEALTH CRISIS. STRATEGY 8: IMPROVE ACCESS TO MENTAL HEALTH CARE THROUGH TELE-PSYCHIATRY. STRATEGY 9: IMPROVE BEHAVIORAL HEALTH OF CHILDREN AND ADOLESCENTS. STRATEGY 10: IMPROVE ACCESS TO MEDICATED ASSISTED TREATMENT (MAT). STRATEGY 11: PROVIDE STEPS TO RECOVERY FOR PREGNANT WOMEN FACING ADDICTION. STRATEGY 12: COLLABORATE WITH CENTER FOR ADDICTION RECOVERY ACTIONS TO IMPROVE THE WARM HANDOFF PROCESSES IN THE EMERGENCY DEPARTMENT AND PROVIDE ONGOING X WAIVER TRAINING SESSIONS. PRIORITY 3: HEALTHY LIFESTYLES IN AREAS OF PHYSICAL ACTIVITY, OBESITY, AND TOBACCO USE. THE GOAL IS TO INCREASE KNOWLEDGE OF ACCESS AND OPPORTUNITY TO UPMC PINNACLE RESOURCES IN RURAL COMMUNITIES AND UNDERSERVED POPULATIONS. FOUR KEY STRATEGIES HAVE BEEN DEVELOPED TO ADDRESS THIS PRIORITY.STRATEGY 1: ADDRESS INCOME, EDUCATION AND EMPLOYMENT DETERMINANTS OF HEALTH THAT NEGATIVELY IMPACT A HEALTHY AND DIVERSE WORKFORCE AND PREVENTIVE CARE.STRATEGY 2: ADDRESS TRANSPORTATION BARRIERS TO REDUCE MISSED APPOINTMENTS DUE TO UNRELIABLE OR NO TRANSPORTATION WHICH NEGATIVELY IMPACTS PREVENTIVE CARE AND INCREASES ED VISITS.STRATEGY 3: ASSIST HOMELESS RECIPIENTS WITHIN THE UPMC PINNACLE FOOTPRINT WITH MOVING FROM THE STREETS INTO STRUCTURED, LONG-TERM CARE THROUGH COLLABORATION WITH COMMUNITY PARTNERS.STRATEGY 4: IMPROVE LANGUAGE ACCESS GIVEN THROUGH THE DEVELOPMENT AND PROMOTION OF CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES.
UPMC PINNACLE WEST SHORE	PART V, SECTION B, LINE 11: AFTER REVIEWING THE DATA GENERATED FROM THE CHNA AND MAPPING EXISTING INTERNAL AND COMMUNITY BASED RESOURCES, UPMC PINNACLE DEVELOPED THE FOLLOWING IMPLEMENTATION PLAN WITH EVIDENCE-BASED STRATEGIES.UPMC PINNACLE PRESENTED A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN 2012, 2015 AND IN ACCORDANCE WITH IRS REGULATION TO CONDUCT THE CHNA EVERY THREE YEARS, HAS COMPLETED AND APPROVED THE 2018 CHNA. AS A RESULT OF EXTENSIVE PRIMARY AND SECONDARY RESEARCH, INCLUDING WITH COMMUNITY MEMBERS AND COMMUNITY LEADERS, PROJECT LEADERSHIP IDENTIFIED THREE REGIONAL PRIORITIES. THE RESEARCH ILLUSTRATED THAT THERE IS A NEED FOR ADDITIONAL INFORMATION AND SERVICES THAT PROMOTE AND PROVIDE ACCESS TO HEALTH SERVICES (1), BEHAVIORAL HEALTH SERVICES (2), AND HEALTHY LIFESTYLES (3). 1) PRIORITY 1: ACCESS TO HEALTH SERVICES IN THE AREAS OF PRIMARY CARE, SPECIALTY CARE, AND DENTAL CARE. THE GOAL OF UPMC PINNACLE HOSPITAL IS TO EXPAND THE HEALTH CARE REACH TO RURAL AND HOMEBOUND POPULATIONS WITH THE ANTICIPATED IMPACT THAT RURAL AND HOMEBOUND POPULATIONS WILL HAVE INCREASED ACCESS TO HEALTH CARE SERVICES. THIS WILL BE ACCOMPLISHED USING A PLAN OF 5 KEY STRATEGIESSTRATEGY 1: STRENGTHEN ACCESS TO SPECIALTY PROVIDER-BASED SERVICES AND SUPPORTIVE SERVICES, AND INCREASE UTILIZATION OF HEALTH CARE SERVICES BY COMMUNITY MEMBERS. WE WILL PROVIDE INSURANCE ENROLLMENT SPECIALIST AND FINANCIAL AID COUNSELORS TO ENROLL UNINSURED ADULTS AND CHILDREN IN APPROPRIATE INSURANCE PLANS. WE WILL OPTIMIZE THE PATIENT-CENTERED MEDICAL HOME BY USING TECHNOLOGY AND CONNECTING WITH OUR COMMUNITY PARTNERS AND COMMUNITY HEALTH CENTERS. WE WILL COLLABORATE WITH COMMUNITY HEALTH CENTER STAFF TO REVIEW CASES OF HIGH UTILIZATION AND ACUITY. WE WILL MAINTAIN A CONTINUED PARTNERSHIP WITH COMMUNITY HEALTH CENTERS AND CLINICS TO COORDINATE CARE TO UNINSURED, UNDERINSURED, AND DIVERSE POPULATIONS. STRATEGY 2: STRENGTHEN ACCESS TO DENTAL PROVIDER-BASED SERVICES, SUPPORTIVE SERVICES, AND UTILIZATION OF DENTAL SERVICES BY COMMUNITY MEMBERS. PROMOTE INCREASED UTILIZATION OF THE SMILES PROGRAM TO MINIMIZE DENTAL CARE AS A BARRIER TO OVERALL HEALTH STATUS IMPROVEMENT. COORDINATE CARE OF URGENT DENTAL NEEDS IN THE EMERGENCY DEPARTMENT. STRATEGY 3: PROVIDE PATIENT ACCESS TO HEALTH CARE RESOURCES IN THEIR LANGUAGE BY EXPANDING OUR INTERPRETATION SERVICES TO PATIENTS; EXPAND TRANSLATION OF MEDICAL DOCUMENTS TO PATIENTS. STRATEGY 4: INCREASE ACCESS TO EVIDENCE BASED SMOKING CESSATION AND PREVENTION PROGRAMS THROUGH CONTINUED TOBACCO CESSATION AND SMOKING PREVENTION PROGRAMS. STRATEGY 5: INCREASE NUMBER OF PATIENTS RECEIVING CARE COORDINATION SERVICES BY EXPLORING PAYOR OPTIONS FOR PAYMENT PROGRAMS AND EXPLORING CHRONIC CARE MANAGEMENT BILLING. 2) PRIORITY 2: BEHAVIORAL HEALTH SERVICES FOCUSING ON MENTAL HEALTH AND SUBSTANCE ABUSE. THE GOAL IS TO IMPROVE BEHAVIORAL HEALTH ILLNESSES BY PROVIDING ACCESS TO QUALITY MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS, PROVIDING EDUCATION THAT ADDRESSES THE WHOLE PERSON, AND INCREASING OUR PREVENTION, EDUCATION, AND TREATMENT SERVICES. WE HAVE DEVELOPED 12 KEY STRATEGIES TO ADDRESS THIS PRIORITY.STRATEGY 1: CONDUCT MENTAL HEALTH SCREENINGS TO REDUCE THE OCCURRENCE OF SUICIDE. STRATEGY 2: PROVIDE MENTAL HEALTH TRAINING TO LAW ENFORCEMENT OFFICERS. STRATEGY 3: IMPLEMENT AN INTEGRATED CARE MODEL FOR BEHAVIORAL HEALTH AT UPMC PINNACLE HOSPITALS. STRATEGY 4: PROVIDE EARLY ENGAGEMENT AND SUPPORT FOR PSYCHOSIS. STRATEGY 5: IMPLEMENT TRAUMA INFORMED CARE (TIC) TO MEET THE NEEDS OF THE WHOLE PERSON. STRATEGY 6: IMPROVE ACCESS TO HEALTH CARE THROUGH A MEDICAL HOME. STRATEGY 7: PROVIDE DIRECT ACCESS FOR THOSE EXPERIENCING A MENTAL HEALTH CRISIS. STRATEGY 8: IMPROVE ACCESS TO MENTAL HEALTH CARE THROUGH TELE-PSYCHIATRY. STRATEGY 9: IMPROVE BEHAVIORAL HEALTH OF CHILDREN AND ADOLESCENTS. STRATEGY 10: IMPROVE ACCESS TO MEDICATED ASSISTED TREATMENT (MAT). STRATEGY 11: PROVIDE STEPS TO RECOVERY FOR PREGNANT WOMEN FACING ADDICTION. STRATEGY 12: COLLABORATE WITH CENTER FOR ADDICTION RECOVERY ACTIONS TO IMPROVE THE WARM HANDOFF PROCESSES IN THE EMERGENCY DEPARTMENT AND PROVIDE ONGOING X WAIVER TRAINING SESSIONS. 3) PRIORITY 3: HEALTHY LIFESTYLES IN AREAS OF PHYSICAL ACTIVITY, OBESITY, AND TOBACCO USE. THE GOAL IS TO INCREASE KNOWLEDGE OF ACCESS AND OPPORTUNITY TO UPMC PINNACLE RESOURCES IN RURAL COMMUNITIES AND UNDERSERVED POPULATIONS. FOUR KEY STRATEGIES HAVE BEEN DEVELOPED TO ADDRESS THIS PRIORITY. STRATEGY 1: ADDRESS INCOME, EDUCATION AND EMPLOYMENT DETERMINANTS OF HEALTH THAT NEGATIVELY IMPACT A HEALTHY AND DIVERSE WORKFORCE AND PREVENTIVE CARE.STRATEGY 2: ADDRESS TRANSPORTATION BARRIERS TO REDUCE MISSED APPOINTMENTS DUE TO UNRELIABLE OR NO TRANSPORTATION WHICH NEGATIVELY IMPACTS PREVENTIVE CARE AND INCREASES ED VISITS.STRATEGY 3: ASSIST HOMELESS RECIPIENTS WITHIN THE UPMC PINNACLE FOOTPRINT WITH MOVING FROM THE STREETS INTO STRUCTURED, LONG-TERM CARE THROUGH COLLABORATION WITH COMMUNITY PARTNERS.STRATEGY 4: IMPROVE LANGUAGE ACCESS GIVEN THROUGH THE DEVELOPMENT AND PROMOTION OF CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES.
UPMC PINNACLE HARRISBURG	PART V, SECTION B, LINE 15E: IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO; HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN INFANTS AND CHILDREN PROGRAMS (WIC), FOOD STAMP ELIGIBILITY, OTHER STATE OR LOCAL ASSISTANCE PROGRAMS THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/ GUARANTOR.
UPMC PINNACLE COMMUNITY GENERAL OSTEOPATHIC	PART V, SECTION B, LINE 15E: IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO; HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN INFANTS AND CHILDREN PROGRAMS (WIC), FOOD STAMP ELIGIBILITY, OTHER STATE OR LOCAL ASSISTANCE PROGRAMS THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/ GUARANTOR.
UPMC PINNACLE WEST SHORE	PART V, SECTION B, LINE 15E: IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO; HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN INFANTS AND CHILDREN PROGRAMS (WIC), FOOD STAMP ELIGIBILITY, OTHER STATE OR LOCAL ASSISTANCE PROGRAMS THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/ GUARANTOR.
UPMC PINNACLE HARRISBURG	PART V, SECTION B, LINE 20E: ANY INDIVIDUAL WHO CALLS HOSPITAL CUSTOMER SERVICE AND MENTIONS THEY CANNOT AFFORD TO PAY THE AMOUNT BILLED IS ORALLY NOTIFIED OF THE FAP AND THE FAP PROCESS.
UPMC PINNACLE COMMUNITY GENERAL OSTEOPATHIC	PART V, SECTION B, LINE 20E: ANY INDIVIDUAL WHO CALLS HOSPITAL CUSTOMER SERVICE AND MENTIONS THEY CANNOT AFFORD TO PAY THE AMOUNT BILLED IS ORALLY NOTIFIED OF THE FAP AND THE FAP PROCESS.
UPMC PINNACLE WEST SHORE	PART V, SECTION B, LINE 20E: ANY INDIVIDUAL WHO CALLS HOSPITAL CUSTOMER SERVICE AND MENTIONS THEY CANNOT AFFORD TO PAY THE AMOUNT BILLED IS ORALLY NOTIFIED OF THE FAP AND THE FAP PROCESS.

Schedule H (Form 990) 2018

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Part VFacility Information (continued)

Section D. 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?3
Name and address		Type of Facility (describe)
1	1 - PINNACLE HEALTH EMERGENCY DEPARTMENT 111 SOUTH FRONT STREET HARRISBURG,PA17101	EMERGENCY MEDICAL SERVICES
2	2 - SUSQUEHANNA VALLEY SURGERY CENTER LLC 4310 LONDONDERRY ROAD SUITE 1 HARRISBURG,PA17109	SURGICAL CARE - MEDICAL SERVICES
3	3 - WEST SHORE SURGERY CENTER LTD 2015 TECHNOLOGY PARKWAY MECHANICSBURG,PA17050	SURGICAL CARE - MEDICAL SERVICES
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Schedule H (Form 990) 2018

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Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs 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.

Form and Line Reference	Explanation
PART I, LINE 7:	THE COST OF CHARITY CARE AND UNREIMBURSED MEDICAID COSTS ARE CALCULATED BY THE HOSPITAL'S COST ACCOUNTING SYSTEM FOR EACH OF THE INDIVIDUAL SERVICES PROVIDED TO THE PATIENT. IT UTILIZES HOSPITAL EXPENSES FROM THE GENERAL LEDGER AND REVENUE DETAILS FROM THE PATIENT ACCOUNTING SYSTEM. EACH DEPARTMENT WITHIN THE HOSPITAL IS CLASSIFIED AS EITHER INDIRECT (OVERHEAD) OR DIRECT (PATIENT CARE AREAS). EXPENSES ARE CLASSIFIED AS FIXED OR VARIABLE AS THEY RELATE TO PATIENT VOLUME. LOGICAL STATISTICS ARE USED TO ALLOCATE OVERHEAD EXPENSES TO THE PATIENT CARE DEPARTMENTS. USING EITHER A RATIO OF COST-TO-CHARGE OR RVUS (RELATIVE VALUE UNITS), THE DIRECT AND INDIRECT COSTS FOR EACH DEPARTMENT ARE ALLOCATED TO THE SERVICES THEY PROVIDE.
PART I, LINE 7G:	LOSSES FROM PRIMARY CARE AND CLINICS ARE INCLUDED AS SUBSIDIZED HEALTH SERVICES.
PART I, LN 7 COL(F):	BAD DEBT EXPENSE OF $38,772,634 IS INCLUDED IN NET PATIENT REVENUE ON FORM 990, PART VIII LINE 2A, AND THEREFORE IS NOT INCLUDED FOR THE PURPOSES OF CALCULATING THE APPLICABLE EXPENSE PERCENTAGES OF SCHEDULE H.
PART II, COMMUNITY BUILDING ACTIVITIES:	WITH A FOCUS ON PROVIDING LEADERSHIP AND IMPROVING THE OVERALL HEALTH OF OUR COMMUNITY, UPMC PINNACLE HOSPITALS VALUES RELATIONSHIPS WITH COMMUNITY PARTNERS AND THE ASSETS THEY BRING TO ANY COLLABORATIVE EFFORTS. UPMC PINNACLE HELPED CREATE THE DAUPHIN COUNTY HEALTH IMPROVEMENT PARTNERSHIP (DCHIP) COMPRISED OF REGIONAL HEALTH AND HUMAN SERVICE PROVIDERS, PAYORS, COUNTY GOVERNMENT, AND BUSINESSES AND EDUCATION PROFESSIONALS. UPMC PINNACLE HAS WORKED COLLABORATIVELY WITH PHYSICIANS AND HEALTH AND HUMAN SERVICE ORGANIZATIONS FOR MANY YEARS TO MAXIMIZE COMMUNITY CAPACITY, PROVIDE NECESSARY SERVICES TO THE COMMUNITY AND REDUCE DUPLICATION OF SERVICES. UPMC PINNACLE SERVES IN A CONVENING ROLE TO STRENGTHEN COMMUNITY ASSETS THROUGH REFERRAL NETWORKS AND PARTNERSHIPS. SUCH INITIATIVES INCLUDE A PHARMACY VOUCHER PROGRAM WITH THE HARRISBURG PHARMACY AND WITH THE LOCAL SCHOOL SYSTEM TO PROMOTE HEALTHY CHOICES. STAFF AND VOLUNTEERS SUPPORT THE SCHOOL NURSES BY ASSISTING WITH MANDATED HEALTH SCREENINGS INCLUDING HEIGHT, WEIGHT, VISION, HEARING, AND DENTAL SCREENINGS. DURING FALL 2018, UPMC PINNACLE HOSPITAL STAFF AND VOLUNTEERS ASSISTED WITH SCREENING 6,036 STUDENTS IN THE HARRISBURG AND PERRY COUNTY SCHOOL DISTRICTS. PERRY COUNTY IS A RURAL COUNTY IN OUR SERVICE AREA WITH A POPULATION OF 45,969; 97% WHITE; HISPANIC/LATINO 1%; TWO OR MORE RACES 1%; BLACK OR AFRICAN AMERICAN BELOW 1%; SOME OTHER RACE BELOW 1%; ASIAN BELOW 1%; THE POVERTY LEVEL IS AT 8.7%. UPMC PINNACLE ALSO ENGAGED THE HELP OF MESSIAH COLLEGE NURSING STUDENTS TO BUILD CAPACITY AND ENHANCE THE EDUCATIONAL EXPERIENCES FOR NURSING STUDENTS. THE SCHOOL DISTRICTS SHARE THE SCREENING DATA WITH UPMC PINNACLE TO AID IN FOCUSING OUR EFFORTS AND RESOURCES IN THE AREAS WITH THE HIGHEST NEEDS FOR ACCESS, EDUCATION, AND SUPPORT. BASED ON IDENTIFIED COMMUNITY NEEDS AND VULNERABLE POPULATIONS, CONTINUOUS AND FREE PUBLIC PROGRAMS TARGETED VARIOUS LOCATIONS THROUGHOUT THE COMMUNITY AND INTO AREAS OF LIMITED ACCESS TO SPECIALTY SERVICES. THESE PROGRAMS ARE INTENDED TO INFORM AND CHANGE THE HEALTH HABITS OF PARTICIPANTS THROUGH SUCH TOPIC AREAS AS DIABETES, HEART DISEASE, SEXUALLY TRANSMITTED DISEASE PREVENTION, CANCER, ACCESSING HEALTHCARE, BEHAVIORAL HEALTH, SMOKING CESSATION, AND NUTRITION. EXAMPLES OF UPMC PINNACLE'S LEADERSHIP IN BUILDING COMMUNITY CAPACITY ARE:FAITH COMMUNITY HEALTH CONNECTION (FCHC):WITH LEADERSHIP OF OUR SPIRITUAL CARE SYSTEM MANAGER, UPMC PINNACLE HAS ENHANCED THE FAITH COMMUNITY HEALTH CONNECTION (FCHC) BY OFFERING A NUMBER OF EDUCATIONAL SESSIONS ON TOPICS SUCH AS ADVANCED DIRECTIVES AND PALLIATIVE CARE. OUR SPIRITUAL CARE DEPARTMENT ENGAGES OUR FAITH COMMUNITY WITH INVITATIONS TO ANY AND ALL EDUCATIONAL OPPORTUNITIES AND ALSO PARTNERS WITH THE FAITH LEADERS TO REACH OUT TO THE MOST VULNERABLE POPULATIONS IN OUR COMMUNITY. IN 2018, 300 INDIVIDUALS PARTICIPATED IN OUR FCHC EDUCATIONAL SESSIONS. IN MANY OF THE ETHNIC COMMUNITIES AROUND UPMC PINNACLE HARRISBURG, THE FAITH LEADER IS THE MOST TRUSTED INDIVIDUAL AND MANY ARE PARTNERS OF UPMC PINNACLE BECAUSE OF THE RELATIONSHIPS WITH THE LEADERS OF OUR SPIRITUAL CARE DEPARTMENT AND THE FCHC INITIATIVE. WHEN MEMBERS OF THE FAITH COMMUNITY ARE ADMITTED TO A UPMC PINNACLE HOSPITAL, THE FAITH LEADER AND OUR FCHC LEADERS WORK TO ENSURE THAT THE PATIENT HAS ALL AVAILABLE SUPPORT AND SERVICES ALIGNED TO ASSIST IN A HEALTHY RECOVERY. LEADERS AT LOCAL CONGREGATIONS WORK COLLABORATIVELY WITH PINNACLE STAFF TO:-PROVIDE ACCESS TO QUALITY HEALTH CARE AND HELP GUIDE INDIVIDUALS THROUGH THE HEALTHCARE SYSTEM.-PROVIDE ADVOCACY TO EMPOWER CONGREGANTS IN HEALTHCARE DECISION MAKING.-CONNECT FAITH COMMUNITIES TO A NETWORK OF SUPPORT FOLLOWING ILLNESS, INJURY, AND HOSPITALIZATION.-CONNECT PEOPLE WITH EDUCATION AND SERVICES THAT WILL ENABLE THEM TO MAINTAIN OPTIMAL LEVELS OF HEALTH AND WELLBEING.-ASSIST UPMC PINNACLE STAFF IN PROVIDING CULTURALLY SENSITIVE SERVICES TO DIVERSE POPULATIONS.INDIGENT CARE FUND:EACH YEAR UPMC PINNACLE MAKES AVAILABLE $20,000 TO SIX LOCAL CLINICS THAT SERVE THE UNINSURED AND UNDERSERVED. IN FISCAL YEAR 2019 ANOTHER CLINIC WAS ADDED TO OUR INDIGENT CARE FUND WHICH WE MADE $5,000 AVAILABLE TO SERVE UNINSURED AND UNDERSERVED. IN FISCAL 2019, CLINICS UTILIZED APPROXIMATELY $146,345 TO PROVIDE DIAGNOSTIC TESTING AT NO COST TO THEIR PATIENTS. TO DATE, THE CONTINUUM PROJECT HAS DISBURSED OVER $642,546 IN FREE CARE FUNDS TO COVER THE COST OF DIAGNOSTIC SERVICES TO PATIENTS AT THE BEACON CLINIC, BETHESDA MISSION, COMMUNITY CHECK UP CENTER, HAMILTON HEALTH CENTER AND HOPE WITHIN CLINIC, AIM FREE CLINIC, AND MISSION OF MERCY. BASED ON UPMC PINNACLE GOALS AND THE ANALYSIS OF RELATED DATA TO DATE, THE FOLLOWING GOALS AND RELATED OUTCOMES HAVE BEEN NOTED:-DECREASE READMISSIONS WITHIN 30 DAYS FOR COMMUNITY HEALTH CENTER PATIENTS FROM 16% TO 14% IN EIGHTEEN MONTHS.THE TRANSFORMATION FROM A TRADITIONAL INPATIENT BASED HEALTH CARE MODEL TO A COLLABORATIVE, PATIENT-CENTERED MEDICAL HOME MODEL REQUIRES A PARTNERSHIP BETWEEN INDIVIDUAL PATIENTS, PHYSICIANS, CLINICS, AND THE COMMUNITY-BASED PATIENT SUPPORT SYSTEM. PATIENT CARE IS FACILITATED BY THE COMMUNITY HEALTH NAVIGATION TEAM USING RELATIONSHIPS WITH COMMUNITY BASED ORGANIZATIONS AND A HEALTH INFORMATION EXCHANGE TO ENSURE PATIENTS GET THE INDICATED CARE WHEN AND WHERE THEY NEED AND WANT IT IN A CULTURALLY AND LINGUISTICALLY APPROPRIATE MANNER.CHILDREN'S RESOURCE CENTER (CRC): AS A TRUSTED PLACE FOR OUR COMMUNITY TO GO FOR ACCESS TO PUBLIC HEALTH SERVICES AND INFORMATION, UPMC PINNACLE AND ITS STAFF OF PROFESSIONALS MEET THE NEEDS OF A DIVERSE POPULATION WITH CULTURAL AWARENESS AND SENSITIVITY. THE CRC PARTNERS WITH LAW ENFORCEMENT, DISTRICT ATTORNEY OFFICES, SOCIAL SERVICES, PSYCHOLOGICAL SUPPORT SERVICES, CRISIS INTERVENTION, AND CHILD PROTECTION SERVICES TO PROVIDE EFFICIENT, QUALITY CARE IN A SAFE, CHILD-FRIENDLY ENVIRONMENT FOR CHILDREN SUSPECTED OF HAVING BEEN ABUSED OR NEGLECTED. THROUGH ONGOING TRAINING AND EDUCATION IN THE COMMUNITY, THE CRC HAS SEEN AN INCREASE IN PARTICIPATION WITH PARTNERS AGENCIES IN AN EVER-WIDENING GEOGRAPHIC SERVICE AREA. THE CRC SERVED 1,112 CHILDREN IN 2018 AND APPROXIMATELY 1,118 CAREGIVERS. WE SAW CHILDREN FROM OVER 20 COUNTIES IN PENNSYLVANIA BUT ROUTINELY SERVED CHILDREN FROM DAUPHIN, CUMBERLAND, PERRY, LEBANON, SCHUYLKILL, JUNIATA, MIFFLIN, BLAIR, AND BEDFORD COUNTIES.LEAD AND HEALTHY HOMES PROGRAM (LHHP):THE UPMC PINNACLE LEAD POISONING PREVENTION PROGRAM (LPPEP) IS A NONPROFIT, SELF-SUPPORTING, NON-GRANT FUNDED PROGRAM THAT PASSIONATELY CARES ABOUT THE CHILDREN IN SOUTH CENTRAL PA. WITH OVER 24 YEARS OF CHILDHOOD LEAD POISONING PREVENTION EXPERIENCE, OUR TEAM OF HEALTH PROFESSIONALS INCLUDING REGISTERED NURSES AND PUBLIC HEALTH PERSONNEL WITH LICENSES IN NOT ONLY LEAD RISK ASSESSMENTS WITH AN EXPERTISE IN CHILDHOOD LEAD POISONING PREVENTION AND RECOGNITION, BUT ALSO ARE HEALTHY HOMES SPECIALISTS BY THE NATIONAL ENVIRONMENTAL HEALTH ASSOCIATION (NEHA), AND ASBESTOS BUILDING INSPECTORS. WHEN A CHILD IS DIAGNOSED WITH AN ELEVATED LEAD LEVEL (EBL) BY THEIR PHYSICIAN, PHYSICIAN ASSISTANT, OR NURSE PRACTITIONER; THE LPPEP WILL CONTACT THE PARENT TO DISCUSS THE LEAD ELEVATION AND MAKE AN APPOINTMENT FOR AN ENVIRONMENTAL LEAD INVESTIGATION AT THEIR HOME. IN ADDITION, THE REGISTERED NURSE WILL: REVIEW POSSIBLE CAUSES OF ELEVATED LEAD ASK ABOUT CHIPPING AND PEELING PAINT IN THE HOME DETERMINE THE AGE OF THE HOME (THROUGH PUBLIC RECORDS) INQUIRE ABOUT ANY HOME RENOVATIONS CURRENTLY OR PREVIOUSLY CONDUCTED IN OR AROUND THE HOME REQUEST INFORMATION ABOUT OTHER HOMES, DAY CARES, SCHOOLS, OR PLACES WHERE THE CHILD SPENDS TIME, AND THESE WILL BE INVESTIGATED AS WELL. ASK ABOUT ANY OTHER CHILDREN OR PREGNANT MOMS IN THE FAMILY, AND IF THEY WERE TESTED FOR EBL REVIEW DIET, AND RECOMMEND NUTRITION INFORMATION FOR CHILDREN WITH EBL DISCUSS THE IMPORTANCE OF VITAMINS STRESS THE IMPORTANCE OF FOLLOW UP LEAD TESTING FOR THE CHILD REFER TO EARLY INTERVENTION AND THE INTERMEDIATE UNIT REFER TO OTHER SOCIAL SERVICE AGENCIES, I.E. HEAD START, WIC PREPARE WRITTEN LITERATURE AND OTHER EDUCATIONAL PAMPHLETS ABOUT LEAD POISONING TO BE GIVEN AT THE HOME VISIT. IF REQUESTED, THESE CAN ALSO BE MAILED TO THE PARENT. THE UPMC LPPEP LICENSED RISK ASSESSOR WILL TEST EACH ROOM OF THE HOUSE; PAINTED, TILED, OR VARNISHED SURFACES, BATHTUBS IF APPLICABLE, AND ALSO THE OUTSIDE OF THE HOME, INCLUDING PORCHES AND OUT-BUILDINGS. SOIL AND WATER SAMPLES WILL BE TAKEN IF DEEMED NECESSARY. SOIL OF A GARDEN OR POTENTIAL GARDEN IS ALWAYS SAMPLED. PLUMBING WILL BE EXAMINED FOR LEAD PIPES AND SOLDERING. ALSO, THE LPPEP STAFF IS EXPERIENCED IN RECOGNIZING MANY OTHER FORMS OF LEAD POISONING IN CHILDREN WHICH ARE ON THE RISE. THESE INCLUDE:(CONT'D AT END)
PART III, LINE 3:	THE PERCENTAGE OF GROSS CHARGES REPRESENTED BY THOSE PATIENTS QUALIFYING FOR ASSISTANCE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY AS COMPARED TO TOTAL GROSS CHARGES WAS CALCULATED. THIS PERCENTAGE WAS APPLIED TO THE ESTIMATED NET BAD DEBTS AMOUNT TO ESTIMATE THE AMOUNT OF BAD DEBTS ASSOCIATED WITH PATIENTS QUALIFYING FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY. THIS AMOUNT IS BEING REFLECTED AS A COMMUNITY BENEFIT SINCE THIS AMOUNT IS NOT BEING PURSUED UNDER THE HOSPITAL'S BAD DEBT POLICY BUT TO THE QUALIFICATION FOR FINANCIAL ASSISTANCE BY THE PATIENT.
PART II: COMMUNITY BUILDING ACTIVITIES	CULTURAL- APPLICATION OF KOHL, SINDOOR IN MIDDLE EASTERN AND ASIAN IMMIGRANTS AND OTHER CULTURAL MAKE-UP. SPICES IMPORTED FROM OTHER COUNTRIES. (TURMERIC, HOT PEPPER CHILI POWDER, AND PAPRIKA) - THESE ARE SOMETIMES IN UNMARKED PACKAGES, AND WE SEND THEM TO A CODETIFIED LAB FOR LEAD TESTING. TOYS AND CANDY MADE OUTSIDE THE UNITED STATES CANDY WRAPPERS MADE OUTSIDE OF THE UNITED STATES CHILDREN AND ADULT JEWELRY CONTAINING LEAD AND KEYS DISHES AND OTHER CONTAINERS WHICH CONTAIN LEAD IN THE GLAZE RICE COOKERS, COOKING POTTERY SOIL CONTAMINATED WITH LEAD FROM EXTERIOR PAINT FROM THE HOME, OUT-HOUSES, GARAGES, AND ALSO WHERE THE AREA AROUND THE HOME WAS USED FOR AUTO REPAIR PRIOR TO 1978 WHEN LEAD GASOLINE WAS BANNED. (ALL OF THE ABOVE WERE ACTUALLY FOUND TO BE CAUSES OF SOME OF OUR INVESTIGATIONS FOR SOURCES OF LEAD TOXICITY IN CHILDREN)WE ALSO WILL INVESTIGATE ANY HOBBIES WHERE LEAD IS INVOLVED SUCH AS STAINED GLASS REPAIR, MAKING OR RELOADING BULLETS, AND TARGET SHOOTING AT THE RANGE. THE NURSE WILL ALSO INQUIRE ABOUT OCCUPATIONS WHICH INVOLVE LEAD SUCH AS: BRIDGE PAINTING BATTERY MANUFACTURING CONSTRUCTION WORKERS DEMOLITION WORKERS FIRE RANGE WORKERS PIPE FITTERSONCE THE INSPECTION IS COMPLETED AND THE DUST/WATER/SOIL SAMPLES HAVE BEEN ANALYZED, A COMPLETE DETAILED X-RAY FLUORESCENCE (XFR) ANALYZER REPORT AND LETTER WITH OUR FINDINGS AND EXPERT OPINION OF THE SOURCE OF LEAD ARE SENT TO THE: PRIMARY CARE PROVIDER PARENTS LANDLORD STATE HEALTH NURSE FOR THE COUNTY CODES DEPARTMENT AS YOU CAN SEE, UPMC PINNACLE LPPEP GOES ABOVE AND BEYOND WHEN CONDUCTING A THOROUGH ENVIRONMENTAL LEAD INSPECTION WITH A DEDICATED AND COMPASSIONATE STAFF. UPMC PINNACLE LPPEP STAFF ARE CERTIFIED IN NEHA'S HEALTH HOMES CREDENTIALING, AND HAVE MANY YEARS OF EXPERIENCE IN ASSURING FAMILY HOMES ARE SAFE. WE ARE EXPERTS ON LEAD AS WELL AS: RADON ASTHMA (INCLUDING ASTHMA TRIGGERS) ALLERGIES MOLD CARBON MONOXIDE HOME SAFETY INTEGRATED PEST MANAGEMENT (BEDBUGS, MICE, RATS, COCKROACHES)*IF THE LEAD RISK ASSESSOR DOES A HOME VISIT, AND RECOGNIZES ANY OF THE ABOVE, THEY ARE PROVIDED EXPERT EDUCATION AS WELL AS REFERRALS TO ASSIST THEM TO CORRECT THESE UNHEALTHY HOME ISSUES.IF THE FAMILY DECIDES TO MOVE OUT OF THEIR HOME DUE TO THE AMOUNT OF LEAD FOUND, OUR LPPEP WILL OFFER TO DO A HOME VISIT AT THE NEW HOME TO ASSURE THEY ARE LEAD SAFE THERE.WE ALSO PROVIDE HOME CLEANING INSTRUCTIONS AND SUPPLIES FOR PARENTS. WE HAVE A TRUE PORTABLE INDUSTRIAL HEPA-VAC WE LEND OUT THAT ACTUALLY WILL PICK UP LEAD DUST (UNLIKE COMMERCIAL HEPA-VACS). WE ASK THEM NOT TO REMOVE THE CATCH BAG, AND ONCE WE PICK UP THE HEPA-VAC, WE ASSURE IT IS DISPOSED OF PROPERLY. FOR MANY YEARS WE HAVE BEEN CONDUCTING LEAD RISK ASSESSMENTS. WE HAVE DONE MANY THOUSAND LEAD INVESTIGATIONS IN SOUTH CENTRAL, NORTH CENTRAL, AND NORTHEAST PA. IN FISCAL YEAR 2019, WE RECEIVED 190 REFERRALS AND CONDUCTED 162 ENVIRONMENTAL LEAD INSPECTIONS. SINCE JULY OF 2016, WE HAVE RECEIVED 830 REFERRALS FOR CHILDREN WITH ELEATED BLOOD LEAD LEVELS. WE COVER 15 COUNTIES, BUT 40% ARE IN LANCASTER, 30% ARE IN DAUPHIN, 15% IN LEBANON AND THE REMAINING 15% ARE SPREAD OVER 12 DIFFERENT COUNTIES. OF THAT 830, ENVIRONMENTAL HOME ASSESSMENTS WERE COMPLETED AT APPROXIMATELY 630 HOMES. ALL FAMILIES, INCLUDING THE REMAINDER, RECEIVED COMPREHENSIVE AND THOROUGH LEAD EDUCATION EITHER VIA A HOME VISIT OR TELEPHONE. LEAD POISONING PREVENTION LITERATURE WAS GIVEN TO ALL FAMILIES TOO. RESOURCE EDUCATION AND COMPREHENSIVE CARE FOR HIV (REACCH):THE UPMC PINNACLE REACCH PROGRAM SERVES AS A COMPREHENSIVE MEDICAL CARE PROGRAM FOR ALL PEOPLE LIVING WITH HIV/AIDS WITHIN THE SOUTH CENTRAL PENNSYLVANIA REGION. IN 2018, REACCH SERVED 665 RACIALLY DIVERSE PATIENTS OF WHICH 42% WERE AFRICAN AMERICAN, 43% CAUCASIAN/NON-HISPANIC, 12% HISPANIC, AND 3% MULTI-RACIAL OR OTHER. ALMOST ALL PATIENTS HAVE BEEN ABLE TO OBTAIN HEALTH INSURANCE THROUGH THE AFFORDABLE CARE ACT AND EXPANDED MEDICAID. 32% ARE COVERED BY MEDICAID, 28% ARE COVERED BY MEDICARE, 27% HAVE PRIVATE INSURANCE AND ONLY 5% ARE UNINSURED. 69% OF REACCH PATIENTS LIVE IN HARRISBURG CITY, 9% IN OTHER PARTS OF DAUPHIN COUNTY, 13% IN CUMBERLAND COUNTY, 3% IN PERRY COUNTY, AND THE REMAINDER RESIDE IN FRANKLIN, YORK, OR OTHER SURROUNDING COUNTIES. IN ADDITION TO HIV TREATMENT, PRIMARY MEDICAL CARE AND COMPREHENSIVE DENTAL CARE, STAFF SEEK TO REMOVE SOCIAL AND ECONOMIC BARRIERS TO CARE BY PROVIDING TREATMENT ADHERENCE COUNSELING, BEHAVIORAL HEALTH COUNSELING, CASE MANAGEMENT, SOCIAL WORK SERVICES, NUTRITION THERAPY, AND FINANCIAL COUNSELING. REACCH ALSO PROVIDES OUTREACH AND TESTING WITHIN THE COMMUNITY, SEEKING TO IDENTIFY HIV+ INDIVIDUALS WHO DO NOT KNOW THEIR STATUS THROUGH TESTING HIGH-RISK POPULATIONS, AND REACHING OUT TO INDIVIDUALS KNOWN TO BE POSITIVE BUT WHO ARE NOT ACTIVELY ENGAGED IN MEDICAL TREATMENT. IN 2018, 862 INDIVIDUALS WERE TESTED THROUGHOUT THE COMMUNITY. REACCH HAS EXCELLENT PROGRAM OUTCOMES. 90% OF REACCH PATIENTS CONSISTENTLY HAVE AN UNDETECTABLE AMOUNT OF HIV IN THEIR BLOOD, COMPARED WITH THE NATIONAL RATE OF ONLY 33%. 115 BABIES HAVE BEEN BORN TO HIV+ MOTHERS THROUGH THE REACCH PROGRAM, AND THERE HAS BEEN NO VERTICAL TRANSMISSION OF HIV; ALL OF THESE BABIES ARE HIV NEGATIVE. THROUGH OUR HOMELESS PREVENTION PROGRAM (RYAN WHITE HOUSING) AT REACCH, WE HAVE BEEN ABLE TO HELP 75 PATIENTS WITH HOUSING ASSISTANCE PREVENTING HOMELESSNESS.
PART III, LINE 4:	THE FINANCIAL STATEMENTS DO NOT HAVE A SPECIFIC NOTE ON BAD DEBT EXPENSE; RATHER THE FINANCIAL STATEMENTS EVALUATE BAD DEBTS ON ITS ALLOWANCE FOR DOUBTFUL ACCOUNTS. THE FOOTNOTE RELATED TO THE ALLOWANCE IS SUMMARIZED AS FOLLOWS: "ACCOUNTS RECEIVABLE ARE RECORDED AT THEIR ESTIMATED NET REALIZABLE VALUE. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS IS ESTIMATED BASED UPON HISTORICAL COLLECTION RATES."THE BAD DEBT EXPENSE ON PART III, LINE 2 WAS CALCULATED BY TAKING THE AMOUNT WRITTEN OFF TO BAD DEBT FOR EACH ACCOUNT AND CONVERTING IT TO CHARGES BY APPROPRIATELY ADJUSTING THE AMOUNT BY THE PAYOR REIMBURSEMENT PERCENTAGE FOR THAT ACCOUNT. THEN, THE COST TO CHARGE RATIO FOR EACH SPECIFIC ACCOUNT, UTILIZING THE COSTS FROM THE HOSPITAL COST ACCOUNTING SYSTEM (DESCRIBED IN DETAIL ABOVE), WAS APPLIED TO THIS CALCULATED PORTION OF THE TOTAL CHARGES.FOR THE PORTION OF BAD DEBT EXPENSE THAT IS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY CARE POLICY, THE HOSPITAL DETERMINED THE CITY OF HARRISBURG ZIP CODES THAT PRIMARILY INCLUDE PUBLIC HOUSING. THEN WE REVIEWED OUR BAD DEBT WRITE-OFFS FOR THE FISCAL YEAR TO DETERMINE THE ACCOUNTS WHERE THE PATIENT ADDRESS WAS INCLUDED IN THOSE ZIP CODES. AN OVERALL COST TO CHARGE RATIO WAS THEN APPLIED TO THIS AMOUNT TO ARRIVE AT AN EXPENSE FIGURE. THIS AMOUNT CONTINUES TO DECREASE EACH YEAR AS WE HAVE FURTHER DEVELOPED OUR PRESUMPTIVE CHARITY CARE AND FINANCIAL AID APPROACH.
PART III, LINE 8:	THE MEDICARE COSTS WERE DETERMINED BASED ON THE HOSPITALS' COST TO CHARGE RATIO FOR THE SERVICES RENDERED.
PART III, LINE 9B:	PATIENTS ARE NOTIFIED OF OUR CHARITY CARE POLICY IN A VARIETY OF WAYS. THERE ARE POSTERS INFORMING PATIENTS OF OUR CHARITY CARE POLICY AND A PLAIN LANGUAGE VERSION OF THE POLICY HANDED OUT TO THE UNINSURED AT ALL THE REGISTRATION SITES. ALL OF OUR PATIENT ACCOUNT STATEMENTS CONTAIN LANGUAGE THAT INDICATES THERE IS FINANCIAL AID AVAILABLE FOR QUALIFYING INDIVIDUALS. IN ADDITION, THE POLICY AND APPLICATION ARE POSTED ON THE HOSPITAL WEBSITE IN BOTH ENGLISH AND SPANISH. PATIENTS WHO APPLY FOR FINANCIAL ASSISTANCE AND PROVIDE ALL THE NECESSARY DOCUMENTATION REQUIREMENTS ARE NOTIFIED WITHIN THIRTY DAYS OF THE HOSPITAL'S DECISION. WHEN THE APPROVAL IS DETERMINED, THE APPROPRIATE DISCOUNT IS POSTED TO THE PATIENT ACCOUNT IMMEDIATELY. THE FINANCIAL ASSISTANCE DISCOUNT WILL BE APPLIED TO SERVICE FOR THE PREVIOUS TWELVE MONTHS AND SUBSEQUENT SIX MONTHS. THE HOSPITAL'S COLLECTION POLICY CONTAINS PROVISIONS ON THE COLLECTION PRACTICES TO BE FOLLOWED FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE. NO ADDITIONAL COLLECTION EFFORTS ARE MADE. APPLICANTS APPROVED FOR ONLY PARTIAL DISCOUNT WILL BE REQUIRED TO MAKE REASONABLE PAYMENT ARRANGEMENTS ON THEIR BALANCE IN ACCORDANCE WITH THE HOSPITAL'S CREDIT AND COLLECTION POLICY. THIS POLICY DOES PERMIT THE USE OF BOTH INTERNAL COLLECTION STAFF AND EXTERNAL COLLECTION AGENCIES WHO WILL ENGAGE IN STANDARD ACCEPTABLE BUSINESS PRACTICES WHICH INCLUDE PHONE CALLS, MAILING AND THE REPORTING OF UNPAID DEBT TO THE CREDIT REPORTING AGENCIES; BUT UNDER NO CIRCUMSTANCES WILL THE HOSPITALS OR ITS CONTRACTED COLLECTION AGENCY ADOPT "EXTRAORDINARY COLLECTION ACTIONS" THAT ENTAIL ANY LEGAL COURSE OF ACTION OR JUDICIAL PROCESSES SUCH AS LAWSUITS OR LIENS.
PART VI, LINE 2:	LED BY THE MISSION EFFECTIVENESS DEPARTMENT, THE CHNA PROCESS REPRESENTS A COMPREHENSIVE COMMUNITY-WIDE PROCESS THAT CONNECTS MORE THAN 500,000 COMMUNITY RESIDENTS AND A WIDE RANGE OF PUBLIC AND PRIVATE ORGANIZATIONS. THESE INCLUDE EDUCATIONAL INSTITUTIONS, HEALTH-RELATED PROFESSIONALS, LOCAL GOVERNMENT OFFICIALS, HUMAN SERVICE ORGANIZATIONS AND FAITH-BASED ORGANIZATIONS TO EVALUATE THE COMMUNITY'S HEALTH AND SOCIAL NEEDS. THE ASSESSMENT UTILIZED SECONDARY DATA COLLECTION, INTERVIEWS WITH KEY COMMUNITY LEADERS, HAND DISTRIBUTED SURVEYS, PUBLIC FORUMS, AND PROVIDER SURVEYS TO IDENTIFY HEALTH PROGRAMS AND RISK FACTORS IN THE SERVICE AREA.FY2016 CHNA UPMC PINNACLE CONDUCTED THE NEXT CHNA IN FY 2016. AS PART OF THIS CHNA PROCESS, OUR TEAM GATHERED BOTH PRIMARY AND SECONDARY DATA. AS PART OF THE PRIMARY DATA COLLECTION, WE CONDUCTED 56 PHONE INTERVIEWS WITH LOCAL COMMUNITY LEADERS. WITH THE HELP OF COMMUNITY BASED GRASS ROOTS ORGANIZATIONS. A HAND-DISTRIBUTED SURVEY WAS DISSEMINATED TO OUR MOST VULNERABLE POPULATIONS. AVAILABLE IN BOTH ENGLISH AND SPANISH, WE RECEIVED 833 COMPLETED SURVEYS. NEW TO THE CHNA PROCESS, PINNACLE COLLECTED 654 PROVIDER SERVICES SURVEYS WHICH DOCUMENTED COMMUNITY NEEDS AS IDENTIFIED BY PHYSICIANS, NURSES, AND MID LEVEL PROVIDERS IN BOTH INPATIENT AND OUTPATIENT SETTINGS. ALSO THREE KIOSKS WERE MADE AVAILABLE THROUGHOUT THE SYSTEM FOR PUBLIC COMMENTARY. ADDITIONALLY, THIRTY FIVE COMMUNITY MEMBERS PROVIDED FEEDBACK ON THE PRIOR CHNA AND THE CURRENT HEALTH NEEDS OF THE COMMUNITY. FINALLY, TWO COMMUNITY FORUMS WERE HELD WELCOMING THE ENTIRE COMMUNITY TO REVIEW THE FINDINGS AND PROVIDE FEEDBACK AND/OR VOICE ADDITIONAL CONCERNS.SECONDARY DATA COLLECTIONSECONDARY DATA WAS COLLECTED FROM MULTIPLE SOURCES, INCLUDING: COUNTY HEALTH RANKINGS, HEALTHY PEOPLE 2020, OFFICE OF APPLIED STUDIES, PENNSYLVANIA DEPARTMENT OF HEALTH, BUREAU OF HEALTH STATISTICS AND RESEARCH, PENNSYLVANIA OFFICE OF RURAL HEALTH, CAPITAL AREA COALITION ON HOMELESSNESS, THE CENTERS FOR DISEASE PREVENTION AND CONTROL (CDC), ETC. THE DATA RESOURCES WERE RELATED TO DISEASE PREVALENCE, SOCIO-ECONOMIC FACTORS, AND BEHAVIORAL HABITS. THE DATA WAS BENCH MARKED AGAINST STATE AND NATIONAL TRENDS.UPMC PINNACLE, THEN PINNACLE HEALTH HOSPITALS, UTILIZED THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES COMMUNITY HEALTH STATUS INDICATORS, WHICH PROVIDED DATA THAT CAN BE COMPARED TO PEER COUNTIES ON A STATE AND NATIONAL LEVEL. IN ADDITION, HEALTHY PEOPLE 2020 IDENTIFIED NEARLY 600 OBJECTIVES WITH MORE THAN 1,300 MEASURES TO IMPROVE THE HEALTH OF ALL AMERICANS. TO MONITOR PROGRESS TOWARDS ACHIEVING INDIVIDUAL OBJECTIVES, HEALTHY PEOPLE RELIES ON DATA SOURCES DERIVED FROM A NATIONAL CENSUS OF EVENTS LIKE NATIONAL VITAL STATISTICS SYSTEM AND NATIONALLY REPRESENTATIVE SAMPLE SURVEYS LIKE THE NATIONAL HEALTH INTERVIEW SURVEY. UPMC PINNACLE HOSPITALS SEARCHES THE HEALTH INDICATORS WAREHOUSE FOR DATA RELATED TO HEALTHY PEOPLE 2020 OBJECTIVES DEVELOPED BY THE NATIONAL CENTER FOR HEALTH STATISTICS TO DEFINE PRIORITIES THAT ASSIST IN IMPROVING HEALTH IN THE COMMUNITY. DATA WAS ALSO OBTAINED THROUGH TRUVEN HEALTH ANALYTICS (FORMERLY KNOWN AS THOMSON REUTERS) TO QUANTIFY THE SEVERITY OF HEALTH DISPARITIES FOR EVERY ZIP CODE IN THE NEEDS ASSESSMENT AREA BASED ON SPECIFIC BARRIERS TO HEALTHCARE ACCESS. FIVE PROMINENT SOCIO-ECONOMIC BARRIERS TO COMMUNITY HEALTH WERE IDENTIFIED: INCOME BARRIERS, CULTURE/LANGUAGE BARRIERS, EDUCATIONAL BARRIERS, INSURANCE BARRIERS, AND HOUSING BARRIERS.UPMC PINNACLE PRESENTED THE RESULTS OF A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IN NOVEMBER 2015 AND DEVELOPED AN IMPLEMENTATION PLAN WITH STRATEGIES TO ADDRESS THE IDENTIFIED COMMUNITY HEALTH NEEDS. THE FINAL IMPLEMENTATION PLAN WAS VIEWED BY THE MISSION EFFECTIVENESS AND STRATEGIC ISSUES COMMITTEE OF THE BOARD IN SEPTEMBER 2016 AND APPROVED BY THE UPMC PINNACLE BOARD OF DIRECTORS IN NOVEMBER 2016. AS UPMC PINNACLE LOOKS TOWARDS THE FUTURE, WE ENSURE THAT OUR CORE VALUES OF QUALITY, ACCESS TO CARE AND COORDINATION OF CARE ARE AT THE CENTER OF ALL OF OUR ORGANIZATIONAL STRATEGIES. WE EMBRACE OUR COMMUNITY PARTNERS AND WORK COLLABORATIVELY WITH THEM TO STRENGTHEN THE SUPPORT SYSTEMS THAT WILL ALLOW US AND OUR PARTNERS TO MAINTAIN POSITIVE HEALTH OUTCOMES.IN ACCORDANCE WITH IRS GUIDELINES, UPMC PINNACLE BEGAN THE NEXT COMMUNITY HEALTH NEEDS ASSESSMENT IN FALL 2017. ORGANIZATIONS AND COMMUNITY LEADERS WITHIN THE FIVE-COUNTY REGION WERE ENGAGED TO IDENTIFY THE NEEDS OF THE COMMUNITY. FAITH-BASED ORGANIZATIONS, COMMUNITY ORGANIZATIONS, GOVERNMENT AGENCIES, EDUCATIONAL SYSTEMS, AND HEALTH AND HUMAN SERVICES ENTITIES WERE ENGAGED THROUGHOUT THE CHNA. THE COMPREHENSIVE PRIMARY DATA COLLECTION PHASE RESULTED IN CONTRIBUTIONS FROM OVER 900 COMMUNITY RESIDENTS, LEADERS, ORGANIZATIONS, AND COMMUNITY STAKEHOLDERS. THE PRIMARY DATA COLLECTED CONSISTED OF TWENTY-SEVEN COMMUNITY STAKEHOLDER INTERVIEWS; 831 PAPER HAND SURVEYS WERE COLLECTED FROM COMMUNITY RESIDENTS; FORTY TWO COMMUNITY LEADERS ATTENDED A COMMUNITY FORUM. AS A RESULT OF EXTENSIVE PRIMARY AND SECONDARY RESEARCH AND THE INPUT OF COMMUNITY MEMBERS AND COMMUNITY LEADERS, PROJECT LEADERSHIP IDENTIFIED THREE REGIONAL PRIORITIES; ACCESS TO CARE, BEHAVIORAL HEALTH AND ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH. WITH THE COMPLETION OF THE CHNA, UPMC PINNACLE HOSPITALS, UPMC CARLISLE, AND PENNSYLVANIA PSYCHIATRIC INSTITUTE DEVELOPED AN IMPLEMENTATION PLAN TO LEVERAGE THE ORGANIZATION'S RESOURCES TO BEST ADDRESS COMMUNITY HEALTH NEEDS AND IMPROVE THE OVERALL HEALTH AND WELL-BEING OF RESIDENTS OF SOUTH CENTRAL PENNSYLVANIA IN 2018. IN MAY 2019 THE UPMC PINNACLE BOARD OF DIRECTORS APPROVED A FIVE-COUNTY REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT IMPLEMENTATION STRATEGY FOR CUMBERLAND, DAUPHIN, LEBANON, PERRY AND YORK COUNTIES. PRIORITY 1: ACCESS TO CARE- THE GOAL IS TO EXPAND THE HEALTH CARE REACH TO RURAL AND HOMEBOUND POPULATIONS. ANTICIPATED IMPACT IS THAT RURAL AND HOMEBOUND POPULATIONS HAVE INCREASED ACCESS TO HEALTH CARE SERVICES. STRATEGY 1: STRENGTHEN ACCESS TO SPECIALTY PROVIDER-BASED SERVICES AND SUPPORTIVE SERVICES, AND INCREASE UTILIZATION OF HEALTH CARE SERVICES BY COMMUNITY MEMBERS. WE WILL PROVIDE INSURANCE ENROLLMENT SPECIALIST AND FINANCIAL AID COUNSELORS TO ENROLL UNINSURED ADULTS AND CHILDREN IN APPROPRIATE INSURANCE PLANS. WE WILL OPTIMIZE THE PATIENT-CENTERED MEDICAL HOME BY USING TECHNOLOGY AND CONNECTING WITH OUR COMMUNITY PARTNERS AND COMMUNITY HEALTH CENTERS. WE WILL COLLABORATE WITH COMMUNITY HEALTH CENTER STAFF TO REVIEW CASES OF HIGH UTILIZATION AND ACUITY. WE WILL MAINTAIN A CONTINUED PARTNERSHIP WITH COMMUNITY HEALTH CENTERS AND CLINICS TO COORDINATE CARE TO UNINSURED, UNDERINSURED, AND DIVERSE POPULATIONS. STRATEGY 2: STRENGTHEN ACCESS TO DENTAL PROVIDER-BASED SERVICES, SUPPORTIVE SERVICES, AND UTILIZATION OF DENTAL SERVICES BY COMMUNITY MEMBERS. PROMOTE INCREASED UTILIZATION OF THE SMILES PROGRAM TO MINIMIZE DENTAL CARE AS A BARRIER TO OVERALL HEALTH STATUS IMPROVEMENT. COORDINATE CARE OF URGENT DENTAL NEEDS IN THE EMERGENCY DEPARTMENT. STRATEGY 3: PROVIDE PATIENT ACCESS TO HEALTH CARE RESOURCES IN THEIR LANGUAGE BY EXPANDING OUR INTERPRETATION SERVICES TO PATIENTS; EXPAND TRANSLATION OF MEDICAL DOCUMENTS TO PATIENTS. STRATEGY 4: INCREASE ACCESS TO EVIDENCE BASED SMOKING CESSATION AND PREVENTION PROGRAMS THROUGH CONTINUED TOBACCO CESSATION AND SMOKING PREVENTION PROGRAMS. STRATEGY 5: INCREASE NUMBER OF PATIENTS RECEIVING CARE COORDINATION SERVICES BY EXPLORING PAYOR OPTIONS FOR PAYMENT PROGRAMS AND EXPLORING CHRONIC CARE MANAGEMENT BILLING. PRIORITY 2: BEHAVIORAL HEALTH-THE GOAL IS TO IMPROVE BEHAVIORAL HEALTH ILLNESSES BY PROVIDING ACCESS TO QUALITY MENTAL HEALTH AND SUBSTANCE ABUSE PROGRAMS, PROVIDING EDUCATION THAT ADDRESSES THE WHOLE PERSON, AND INCREASING OUR PREVENTION, EDUCATION, AND TREATMENT SERVICES. STRATEGY 1: CONDUCT MENTAL HEALTH SCREENINGS TO REDUCE THE OCCURRENCE OF SUICIDE. STRATEGY 2: PROVIDE MENTAL HEALTH TRAINING TO LAW ENFORCEMENT OFFICERS.STRATEGY 3: IMPLEMENT AN INTEGRATED CARE MODEL FOR BEHAVIORAL HEALTH AT UPMC PINNACLE HOSPITALS. STRATEGY 4: PROVIDE EARLY ENGAGEMENT AND SUPPORT FOR PSYCHOSIS.STRATEGY 5: IMPLEMENT TRAUMA INFORMED CARE (TIC) TO MEET THE NEEDS OF THE WHOLE PERSON. STRATEGY 6: IMPROVE ACCESS TO HEALTH CARE THROUGH A MEDICAL HOME. STRATEGY 7: PROVIDE DIRECT ACCESS FOR THOSE EXPERIENCING A MENTAL HEALTH CRISIS. STRATEGY 8: IMPROVE ACCESS TO MENTAL HEALTH CARE THROUGH TELE-PSYCHIATRY.STRATEGY 9: IMPROVE BEHAVIORAL HEALTH OF CHILDREN AND ADOLESCENTS.STRATEGY 10: IMPROVE ACCESS TO MEDICATED ASSISTED TREATMENT (MAT).STRATEGY 11: PROVIDE STEPS TO RECOVERY FOR PREGNANT WOMEN FACING ADDICTION. (CON'T)
PART VI, LINE 3:	PATIENTS ARE INFORMED OF AVAILABLE ASSISTANCE IN NUMEROUS WAYS. SIGNAGE IS POSTED AND LITERATURE IS HANDED OUT TO THE UNINSURED AT ALL THE REGISTRATION SITES INDICATING TO THE PATIENTS THAT FINANCIAL ASSISTANCE IS AVAILABLE. ALL UNINSURED PATIENTS WHO ARE SCHEDULED FOR HIGH DOLLAR TESTS AND SURGERIES ARE CONTACTED BY ONE OF THE HOSPITAL'S FINANCIAL COUNSELORS TO DISCUSS THE FINANCIAL ASSISTANCE OPTIONS AVAILABLE TO THEM. THE FINANCIAL ASSISTANCE POLICY IS ALSO DISCLOSED ON THE HOSPITAL WEBSITE, ALONG WITH THE APPLICATION, IN BOTH ENGLISH AND SPANISH. IN ADDITION, ALL INPATIENTS WHO ARE RESIDENTS OF PENNSYLVANIA ARE PROVIDED PERSONAL ASSISTANCE IN THE COMPLETION OF THE MEDICAL ASSISTANCE APPLICATION. AS PART OF THE DISCHARGE PROCESS IN THE EMERGENCY DEPARTMENT, ALL UNINSURED PATIENTS ARE SCREENED FOR CHARITY CARE ELIGIBILITY UNDER THE HOSPITAL POLICY, AND IF APPROPRIATE PROVIDED ASSISTANCE IN APPLYING FOR MEDICAID OR OBTAINING INSURANCE THROUGH HEALTHCARE.GOV. LASTLY, INFORMATION ABOUT FINANCIAL ASSISTANCE IS INCLUDED ON THE PATIENT BILLING STATEMENTS. PROGRAMS DISCUSSED INCLUDE THE PENNSYLVANIA STATE MEDICAID PROGRAM (MEDICAL ASSISTANCE), HOSPITAL CHARITY CARE PROGRAM, AND FUNDS AVAILABLE THROUGH HOSPITAL ENDOWMENT FUNDS.IN INSTANCES WHEN AN UNINSURED PATIENT MAY APPEAR ELIGIBLE FOR A CHARITY CARE/FINANCIAL ASSISTANCE DISCOUNT, BUT LACKS DOCUMENTATION TO SUPPORT IT, CONSIDERATION WILL BE GIVEN BASED ON CIRCUMSTANCES PRESENTED OR CREDIT AGENCY INCOME DATA FOR PRESUMPTIVE CHARITY CARE/FINANCIAL ASSISTANCE. THIS WILL INCLUDE, BUT IS NOT LIMITED TO; HOMELESSNESS, NO INCOME, PARTICIPATION IN WOMEN INFANTS AND CHILDREN PROGRAMS (WIC) FOOD STAMP ELIGIBILITY AND OTHER STATE OR LOCAL ASSISTANCE THAT ARE UNFUNDED (E.G. MEDICAID SPEND-DOWN), INFORMATION FROM FAMILY OR FRIENDS, LOW INCOME HOUSING PROVIDED AS A VALID ADDRESS, PATIENT DECEASED WITH NO KNOWN ESTATE, ELIGIBLE FOR STATE FUNDED PRESCRIPTION PROGRAM, AND CREDIT BUREAU SOFT CREDIT CHECKS THAT ARE ONLY SEEN BY THE PATIENT/ GUARANTOR.
PART VI, LINE 4:	THE PSA IN WHICH UPMC PINNACLE SERVES HAS 12 CENSUS TRACTS WHICH HAVE BEEN IDENTIFIED BY THE U.S. HEALTH RESOURCES AND SERVICES ADMINISTRATION AS MEDICALLY UNDERSERVED AREAS (MUAS). ADJACENT TO THE WEST OF THE PSA ARE AN ADDITIONAL 5 MINOR CIVIL DIVISIONS WHICH HAVE BEEN IDENTIFIED AS MUAS. UPMC PINNACLE IS A SIGNIFICANT PROVIDER OF HEALTHCARE SERVICES TO PATIENTS IN THE AREAS ADJACENT TO ITS PSA.UPMC PINNACLE EMERGENCY DEPARTMENT (ED) IS THE FIRST OPTION FOR THE MAJORITY OF THE RESIDENTS. IN ADDITION, THE HOSPITAL AND RELATED ORGANIZATIONS OPERATE ADULT, CHILDREN, WOMAN, AND TEEN PRIMARY CARE CLINICS THAT SERVE THE CITY'S MEDICAID AND UNINSURED POPULATION.NEARLY 67.4% OF THE HARRISBURG CITY POPULATION IS MINORITY, COMPARED TO 35% OF THE COUNTY POPULATION. AFRICAN-AMERICAN/BLACKS COMPRISE 52.1% OF HARRISBURG'S POPULATION AND HISPANICS/LATINOS MAKE UP 20.3% OF THE CITY'S POPULATION, COMPARED TO 18% AFRICAN-AMERICANS/BLACKS AND 9.2% HISPANICS/LATINOS IN DAUPHIN COUNTY AS A WHOLE. NEARLY 21% OF HARRISBURG CITY RESIDENTS SPEAK A LANGUAGE OTHER THAN ENGLISH IN THE HOME, COMPARED TO 8.2% OF COUNTY RESIDENTS.30% OF CITY RESIDENTS HAVE INCOME BELOW THE POVERTY LEVEL WHILE ONLY 13.4% OF COUNTY RESIDENTS HAVE INCOME BELOW THE POVERTY LEVEL. WHILE THE CITY REPRESENTS 18% OF THE COUNTY POPULATION, IT IS HOME TO 38% OF THOSE WITH INCOMES AT OR BELOW THE FEDERAL POVERTY LEVEL (FPL). NEARLY 29% OF HARRISBURG CITY RESIDENTS RECEIVED FOOD STAMPS/SNAP BENEFITS AT SOME POINT IN THE PAST YEAR, COMPARED TO 9.1% IN THE COUNTY AS A WHOLE. CURRENTLY 9% OF DAUPHIN COUNTY RESIDENTS HAVE NO HEALTH INSURANCE. UPMC PINNACLE WORKS IN COLLABORATION WITH OUR LOCAL FEDERALLY QUALIFIED HEALTH CENTER (FQHC), HAMILTON HEALTH CENTER, WHICH IS LOCATED IN THE HEART OF THE HARRISBURG HIGH-NEED AREA. ZIP CODE ANALYSIS CONDUCTED BY UPMC PINNACLE SHOWED THAT THIS SAME POPULATION USES UPMC PINNACLE HARRISBURG HOSPITAL AS THEIR PRIMARY HOSPITAL, INCLUDING THE EMERGENCY DEPARTMENT. MOST RECENTLY AVAILABLE INFORMATION SHOWS 81% OF THOSE SERVED HAD INCOME AT OR BELOW THE FEDERAL POVERTY LEVEL (FPL) AND 99% HAD INCOME AT OR BELOW 200% OF THE FPL. MORE THAN A THIRD OF THOSE SERVED (34.5%) BY HAMILTON DID NOT HAVE INSURANCE. THIS IS SUBSTANTIALLY HIGHER THAN FQHCS IN THE STATE AS A WHOLE, WHERE 26.9% OF PATIENTS SERVED HAD NO INSURANCE.COUNTIES IN EACH OF THE 50 STATES ARE RANKED ACCORDING TO SUMMARIES OF MORE THAN 30 HEALTH MEASURES. THOSE HAVING GOOD RANKINGS, SUCH AS 1 OR 2, ARE CONSIDERED TO BE THE "HEALTHIEST." COUNTIES ARE RANKED RELATIVE TO THE HEALTH OF OTHER COUNTIES IN THE SAME STATE (PENNSYLVANIA HAVING 67 COUNTIES) ON HEALTH OUTCOMES (MORTALITY, MORBIDITY) AND HEALTH MEASURES (HEALTH BEHAVIORS, CLINICAL CARE, SOCIAL, ECONOMIC, AND PHYSICAL ENVIRONMENTS). DAUPHIN COUNTY RANKS AMONG THE UNHEALTHIEST OF THE COUNTIES IN: HEALTH OUTCOMES (49), MORBIDITY (54), HEALTH BEHAVIORS (51), AND SOCIAL AND ECONOMIC FACTORS (49). PERRY COUNTY RANKS AMONG THE UNHEALTHIEST IN MORTALITY (53), CLINICAL CARE (54), AND PHYSICAL ENVIRONMENT (61). CUMBERLAND COUNTY RANKS IN THE TOP 5 (HEALTHIEST) IN A NUMBER OF CATEGORIES: HEALTH OUTCOMES (4), HEALTH FACTORS (4), MORTALITY-LENGTH OF LIFE (4), HEALTH BEHAVIORS (3), AND CLINICAL CARE (4).
PART VI, LINE 5:	UPMC PINNACLE MAINTAINS AN ACTIVE ROLE IN THE COMMUNITIES IN WHICH IT SERVES. THE ROLE IS REFLECTIVE IN ITS BOARD OF DIRECTORS WHICH IS COMPRISED OF GREATER THAN 80 PERCENT INDEPENDENT COMMUNITY BASED LEADERS. UPMC PINNACLE HAS AN OPEN MEDICAL STAFF. UPMC PINNACLE PROVIDES TRAINING FOR BOTH MEDICAL STUDENTS AND RESIDENTS IN A NUMBER OF SPECIALTIES. UPMC PINNACLE HOSPITALS HAS AN ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION (ACGME), ACCREDITED RESIDENCY PROGRAMS, AS WELL AS AMERICAN OSTEOPATHIC ASSOCIATION (AOA) ACCREDITED TEACHING PROGRAMS. UPMC PINNACLE USES ITS SURPLUS FUNDS TO RENOVATE AND EXPAND PATIENT CARE AREAS IN ADDITION TO DEVELOPING PATIENT SERVICES WHICH MAY NOT BE CURRENTLY AVAILABLE IN THE COMMUNITY.UPMC PINNACLE STAFF ALSO HAS A ROLE IN THE COMPASSIONATE CLOSURES PROGRAM TO ASSIST INDIGENT FAMILIES WITH NO FINANCIAL RESOURCES TO RESPECTFULLY MEMORIALIZE, CREMATE OR BURY THEIR LOVED ONES. A BROAD COMMUNITY PARTNERSHIP HAS COME TOGETHER TO ADDRESS THIS NEED. PARTNERS INCLUDE THE VNA OF CENTRAL PENNSYLVANIA AND CROSSINGS HOSPICE, THE HISPANIC COMMUNITY CENTER, THE INTERNATIONAL SERVICE CENTER, THE PENNSYLVANIA FUNERAL DIRECTORS ASSOCIATION, UPMC PINNACLE HEALTH SYSTEM, THE SALVATION ARMY, THE UNITED WAY OF THE CAPITAL REGION, DAUPHIN COUNTY COMMISSIONERS AND CORONER'S OFFICE, CUMBERLAND COUNTY COMMISSIONERS AND CORONER'S OFFICE, THE FOUNDATION FOR ENHANCING COMMUNITIES AND THE PA DEPARTMENT OF PUBLIC WELFARE. THE MISSION OF THE PARTNERS IS TO OFFER A MEASURE OF COMPASSIONATE CARE BLENDED WITH DIGNITY AND RESPECT FOR OUR INDIGENT FAMILIES LIVING IN DAUPHIN OR CUMBERLAND COUNTIES WHO HAVE LOST LOVED ONES.A RETAIL PHARMACY WAS OPENED IN THE HARRISBURG HOSPITAL TO BETTER SERVE PATIENTS AND THEIR FAMILIES. ADDITIONALLY, THE LEBANON VALLEY ADVANCED CARE CENTER OPENED IN JULY 2017.ADDITIONAL PROJECTS INCLUDE MODERNIZING AND UPDATING EXISTING LOCATIONS WITHIN THE UPMC PINNACLE SERVICE AREA TO MEET THE PATIENT NEEDS IN THE COMMUNITIES WE SERVE AND IMPLEMENTATION OF THE ELECTRONIC HEALTH RECORDS ACROSS THE BREADTH OF THE UPMC PINNACLE HEALTH SYSTEM. SIGNIFICANT RESOURCES WERE EXPENDED TO INSTALL AAN INTEGRATED CLINICAL ENTERPRISE-WIDE COMPUTER SYSTEM WHICH PROVIDES A MORE EFFICIENT CENTRALIZED INFORMATION MANAGEMENT SYSTEM CENTERED ON THE PATIENT. STARTING WITH THE THREE HOSPITALS LOCATED IN THE HARRISBURG AREA AND THE PINNACLE MEDICAL GROUP AND MORE RECENTLY EXPANDING TO REGIONAL HOSPITALS INCLUDED IN THE UPMC PINNACLE SYSTEM, THIS CENTRALIZED SYSTEM HAS ADVANCED THE VALUE OF ALL PATIENT CARE SERVICES DELIVERED. AS ONE OF THE LEADING HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, UPMC PINNACLE HOSPITALS STRIVES TO STRENGTHEN ACCESS TO CARE AS WE PROVIDE A CONTINUUM OF COMMUNITY-BASED SERVICES THAT EXTEND BEYOND THE ROLE OF AN ACUTE CARE HOSPITAL, FROM IN-HOME PRENATAL CARE FOR FIRST TIME MOTHERS TO A LEAD AGENCY ON A REGIONAL DISASTER PREPAREDNESS TASK FORCE. TO BRING FOCUS TO OUR MISSION, UPMC PINNACLE HOSPITALS IS COMMITTED TO SIX STRATEGIC PILLARS: COMMITMENT TO PEOPLE, SERVICE, QUALITY, GROWTH, COMMUNITY, AND FINANCE. GUIDED BY THESE PILLARS AND BY THE RESULTS OF THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), THE EIGHT INITIATIVES HIGHLIGHTED BELOW ARE KEY EXAMPLES OF OUR COMMITMENT TO BEING A TRUSTED PLACE FOR OUR COMMUNITY TO GO FOR ACCESS TO PUBLIC HEALTH SERVICES AND INFORMATION:CHILDRENS RESOURCE CENTER (CRC) AND REACCH WERE PREVIOUSLY DESCRIBED AND ARE AMONG THE GREATEST EXAMPLES OF UPMC PINNACLE'S COMMITMENT TO THE OVERALL HEALTH OF THE COMMUNITY. -NURSE FAMILY PARTNERSHIP (NFP) - WITH A FOCUS ON PEOPLE AND A DESIRE TO MAKE THE HEALTHCARE SYSTEM EASIER TO NAVIGATE, WE OFFER THIS VOLUNTARY PREVENTION PROGRAM THAT PROVIDES NURSE HOME VISITATION SERVICES TO LOW INCOME, FIRST-TIME MOTHERS UNTIL THE INFANT IS TWO YEARS OLD. THIS NATIONALLY RENOWNED, EVIDENCE-BASED COMMUNITY HEALTH CURRICULUM TRANSFORMED THE LIVES OF VULNERABLE FAMILIES. IN FY19, NFP SERVED 420 CLIENTS AND DISTRIBUTED 180 CRIBS.-CERTIFIED APPLICATION COUNSELORS (CAC) - DURING THE LAUNCH OF THE INSURANCE MARKETPLACE IN FALL 2013, UPMC PINNACLE DEDICATED TWO STAFF TO THE OPEN ENROLLMENT PROCESS AND SUPPORTED THEIR ROLES AS CERTIFIED APPLICATION COUNSELORS. UPMC PINNACLE CACS WERE POSITIONED IN OUR HEALTH CLINICS AND HAVE ESTABLISHED A WEEKLY SCHEDULE TO VISIT OUR COMMUNITY PARTNERS SUCH AS BETHESDA MISSION, SALVATION ARMY AND DOWNTOWN DAILY BREAD WHERE MANY UNINSURED AND VULNERABLE MEMBERS OF OUR COMMUNITY VISIT. THE CACS HELPED PEOPLE UNDERSTAND, APPLY, AND ENROLL FOR HEALTH COVERAGE THROUGH THE MARKETPLACES. IN FY19, THE CACS HAD 1,375 CONTACTS, SUBMITTED 667 MEDICAL ASSISTANCE APPLICATIONS, AND ASSISTED WITH 708 INSURANCE ISSUES. THE CACS COMPLETED REQUIRED TRAINING AND COMPLIED WITH PRIVACY AND SECURITY LAWS, AND OTHER PROGRAM STANDARDS.-DAUPHIN COUNTY HEALTH IMPROVEMENT PARTNERSHIP (DCHIP) - WITH A FOCUS ON CREATING A COHESIVE SYSTEM OF PUBLIC HEALTH SERVICES, WE CONVENED A TEAM OF MULTI-SECTOR, COMMUNITY-BASED PARTNERS FROM HEALTHCARE, HUMAN SERVICE, GOVERNMENT, EDUCATION, FAITH AND PAYOR COMMUNITIES. MEMBERS ARE COMMITTED TO WORKING COLLABORATIVELY TO IMPROVE HEALTH, REDUCE DISPARITIES, AND ADDRESS THE QUALITY OF LIFE OF COMMUNITY RESIDENTS.-EAT SMART, PLAY SMART (ESPS) - WITH A FOCUS ON LONG RANGE SUSTAINABLE GROWTH WITHIN OUR COMMUNITIES, IT IS EVIDENT THAT THE HEALTH OF OUR CHILDREN IS A FOCAL POINT. A MULTI-STEP, LONG-TERM APPROACH TO PARTNERING WITH SCHOOLS, BUSINESSES, AND PAYORS TO EDUCATE STUDENTS AND FAMILIES ON HEALTHY FOOD CHOICES AND PHYSICAL ACTIVITY ALTERNATIVES ENSURES SUSTAINABLE BEHAVIOR CHANGE. IN FY19, 69 PRESCHOOL STUDENTS PARTICIPATED IN ESPS.-EMERGENCY MANAGEMENT PLAN SOUTH CENTRAL TASK FORCE - WITH A FOCUS ON PROVIDING LEADERSHIP IN IMPROVING THE OVERALL HEALTH OF OUR COMMUNITY, OUR EMERGENCY MANAGEMENT TEAM CREATES AN ENVIRONMENT THAT SUPPORTS ACCESSIBILITY AND COLLABORATES AND COORDINATES BOTH PUBLIC AND PRIVATE SECTOR RESOURCES FOR REGIONAL SOLUTIONS THAT PROVIDE SUPPORT TO COMMUNITIES WHEN EVENTS EXCEED THEIR CAPABILITIES.-SMILES - IN JANUARY 2013, UPMC PINNACLE STARTED WORKING IN PARTNERSHIP WITH MEMBERS OF THE HARRISBURG AREA DENTAL SOCIETY TO PROVIDE ACCESS TO DENTAL SERVICES FOR UNINSURED AND UNDERINSURED PATIENTS WITH URGENT DENTAL NEEDS. A NETWORK OF MORE THAN FIFTY VOLUNTEER DENTISTS SPANS THE EAST AND WEST SHORES OF HARRISBURG. ONCE IT IS DETERMINED THAT A PATIENT HAS AN URGENT DENTAL NEED, HE/SHE CAN BE REFERRED TO SMILES USING THE FOLLOWING REFERRAL PROCESS. UPMC PINNACLE'S DENTAL ACCESS COORDINATOR WILL WORK WITH THE PATIENT AND DENTIST TO SET UP AN APPOINTMENT TO ALLEVIATE THE URGENT NEED. IN FY19, UPMC PINNACLE REFERRED 738 PATIENTS TO VOLUNTEER DENTISTS FOR URGENT DENTAL NEEDS.
PART VI, LINE 6:	UPMC PINNACLE IS A FULLY INTEGRATED, AFFILIATED HEALTH CARE SYSTEM. THE SYSTEM IS COMPRISED OF TEN WHOLLY OWNED ENTITIES AS WELL AS A VARIETY OF AFFILIATED JOINT VENTURES. THE ORGANIZATION'S MISSION IS TO MAINTAIN AND IMPROVE THE HEALTH AND QUALITY OF LIFE FOR EVERYONE IN CENTRAL PENNSYLVANIA. UPMC PINNACLE IS ENGAGED IN AND CONDUCTS CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES THROUGH THE SUPPORT AND BENEFIT OF PINNACLE HEALTH FOUNDATION, AND PROVIDES MANAGEMENT AND CONSULTATIVE SERVICES TO AFFILIATED ENTITIES. UPMC PINNACLE MEDICAL SERVICES AND REGIONAL PHYSICIANS ARE PRIMARILY ENGAGED IN THE PROVISION OF PHYSICIAN SERVICES TO SUPPORT AND ENHANCE THE SERVICES WITHIN UPMC PINNACLE. THE UPMC PINNACLE CARDIOVASCULAR INSTITUTE IS ENGAGED IN PROVIDING COMPREHENSIVE CARDIAC CARE, INCLUDING TECHNOLOGICAL ADVANCES IN ORDER TO PROVIDE THE BEST CLINICAL OUTCOMES TO THE COMMUNITY. COMMUNITY LIFE TEAM IS ENGAGED IN PROVIDING COMMUNITY BASED, EFFICIENT AND COST EFFECTIVE MEDICAL TRANSPORT SERVICES AND PRE-HOSPITAL EMERGENCY MEDICAL SERVICES FOR THE RESIDENTS AND COMMUNITIES OF THE CENTRAL PENNSYLVANIA YORK REGIONS.PINNACLE HEALTH VENTURES, INC. WAS FORMED AS A RESULT OF THE ACQUISITION OF 100% OF THE STOCK OF TRISTAN ASSOCIATES ON MARCH 1, 2012 AND IS THE SOLE SHAREHOLDER OF PINNACLE HEALTH IMAGING (PHI). PHI LEASES EQUIPMENT AND SERVICES TO UPMC PINNACLE HOSPITALS. UNITED HEALTH RISK IS A WHOLLY-OWNED, FOR-PROFIT, OFFSHORE CAPTIVE INSURANCE COMPANY, AND UNITED CENTRAL PENNSYLVANIA RECIPROCAL RISK RETENTION GROUP IS A WHOLLY-OWNED, FOR-PROFIT, VERMONT CAPTIVE INSURANCE COMPANY. BOTH INSURANCE ENTITIES OPERATE FOR THE BENEFIT OF UPMC PINNACLE.TO BETTER SERVE THE CENTRAL PENNSYLVANIA REGION, IN JULY 2017, PINNACLE HEALTH SYSTEM PURCHASED FOUR REGIONAL HOSPITALS: CARLISLE REGIONAL HEALTH, YORK MEMORIAL, HEART OF LANCASTER, AND LANCASTER REGIONAL. IN SEPTEMBER OF 2017, HANOVER HEALTH SYSTEM WAS PURCHASED. THE HOSPITALS HAVE BEEN RENAMED AS UPMC CARLISLE, UPMC MEMORIAL, UPMC LITITZ, AND UPMC HANOVER. IN FEBRUARY 2018, UPMC LANCASTER AND UPMC LITITZ WERE COMBINED. THESE ACQUISITIONS ALLOW UPMC PINNACLE TO EXTEND THEIR REACH IN PATIENT CARE AND COMMUNITY OUTREACH.UPMC PINNACLE AND ITS AFFILIATES ARE ACTIVELY INVOLVED IN THE CENTRAL PENNSYLVANIA REGION THROUGH VARIOUS CHARITY AND COMMUNITY BENEFIT ACTIVITIES. THE OTHER ENTITIES WITHIN THE SYSTEM, NOT INCLUDING THE HOSPITAL, PROVIDED $16,608,949 OF CHARITY CARE RECORDED AT CHARGES.THE FOLLOWING LISTS THE VARIETY OF COMMUNITY BENEFITS PERFORMED WITHIN THE SYSTEM, THAT HAD THEY BEEN PERFORMED AT THE HOSPITAL LEVEL, WOULD HAVE BEEN INCLUDABLE ON SCHEDULE H.-UPMC PINNACLE MEDICAL SERVICES- $3,493,597 IN COMMUNITY HEALTH IMPROVEMENT SERVICES, COMMUNITY BASED CLINICAL SERVICES AND HEALTH CARE SUPPORT SERVICES.-PINNACLE HEALTH FOUNDATION- $692,612 IN COMMUNITY BENEFIT OPERATIONS AND FINANCIAL CONTRIBUTIONS.WERE THE ABOVE COMMUNITY BENEFIT EXPENSES OF $4.2 MILLION INCLUDED IN THE HOSPITAL COMMUNITY BENEFIT TO TOTAL EXPENSE WOULD HAVE BEEN 7.33%.
PART VI, LINE 7, REPORTS FILED WITH STATES	PA
SCHEDULE H, PART VI, CHNA:	STRATEGY 12: COLLABORATE WITH CENTER FOR ADDICTION RECOVERY ACTIONS TO IMPROVE THE WARM HANDOFF PROCESSES IN THE EMERGENCY DEPARTMENT AND PROVIDE ONGOING X WAIVER TRAINING SESSIONS. PRIORITY 3: SOCIAL DETERMINANTS OF HEALTH-THE GOAL IS TO INCREASE KNOWLEDGE OF ACCESS AND OPPORTUNITY TO UPMC PINNACLE RESOURCES IN RURAL COMMUNITIES AND UNDERSERVED POPULATIONS.STRATEGY 1: ADDRESS INCOME, EDUCATION AND EMPLOYMENT DETERMINANTS OF HEALTH THAT NEGATIVELY IMPACT A HEALTHY AND DIVERSE WORKFORCE AND PREVENTIVE CARE.STRATEGY 2: ADDRESS TRANSPORTATION BARRIERS TO REDUCE MISSED APPOINTMENTS DUE TO UNRELIABLE OR NO TRANSPORTATION WHICH NEGATIVELY IMPACTS PREVENTIVE CARE AND INCREASES ED VISITS.STRATEGY 3: ASSIST HOMELESS RECIPIENTS WITHIN THE UPMC PINNACLE FOOTPRINT WITH MOVING FROM THE STREETS INTO STRUCTURED, LONG-TERM CARE THROUGH COLLABORATION WITH COMMUNITY PARTNERS.STRATEGY 4: IMPROVE LANGUAGE ACCESS GIVEN THROUGH THE DEVELOPMENT AND PROMOTION OF CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES.

Schedule H (Form 990) 2018

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization
UPMC PINNACLE HOSPITALS

Employer identification number
25-1778644

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC 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 noncash assistance	(h) Purpose of grant or assistance
(1) AMERICAN HEART ASSOCIATION 4520 CRUMS MILL RD 100 HARRISBURG,PA17112	13-5613797	501(C)(3)	9,750				SPONSORSHIP OF CAPITAL REGION HEART BALL

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2018

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	THE ORGANIZATION SUPPORTS COMMUNITY-BASED PROGRAMS THAT SUPPORT THE MISSION OF UPMC PINNACLE. CONTRIBUTIONS ARE GIVEN FREELY AND THE USE OF FUNDS ARE NOT MONITORED ONCE THE MONIES ARE DISBURSED.

Schedule I (Form 990) 2018

Additional Data

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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" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

UPMC PINNACLE HOSPITALS

Employer identification number

25-1778644

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used 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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on 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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2018

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 on 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 (E) amounts for that individual.

(A) Name and Title		(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 in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1FELIX GUTIERREZ MD DIRECTOR	(i) (ii)	0 ------------- 378,039	0 ------------- 110,863	0 ------------- 12,251	0 ------------- 16,500	0 ------------- 12,496	0 ------------- 530,149	0 ------------- 0
2PHILIP GUARNESCHELLI PRESIDENT/CEO	(i) (ii)	0 ------------- 828,825	0 ------------- 348,731	0 ------------- 198,185	0 ------------- 16,500	0 ------------- 19,211	0 ------------- 1,411,452	0 ------------- 0
3CHRISTOPHER P MARKLEY ESQ SEC'Y/SR VP STAT SVC/GEN COUNSEL	(i) (ii)	0 ------------- 416,046	0 ------------- 154,502	0 ------------- 66,248	0 ------------- 16,500	0 ------------- 14,892	0 ------------- 668,188	0 ------------- 0
4WILLIAM H PUGH EVP-TREAS./CFO	(i) (ii)	0 ------------- 603,418	0 ------------- 222,089	0 ------------- 87,441	0 ------------- 16,500	0 ------------- 8,184	0 ------------- 937,632	0 ------------- 0
5JOHN DELORENZO ASSISTANT SECRETARY	(i) (ii)	0 ------------- 173,072	0 ------------- 34,707	0 ------------- 4,804	0 ------------- 10,384	0 ------------- 17,722	0 ------------- 240,689	0 ------------- 0
6ALISON BERNHARDT VP, CORP ACCT&RPT/CFO (BEG. 1/20)	(i) (ii)	0 ------------- 258,421	0 ------------- 86,065	0 ------------- 34,603	0 ------------- 4,854	0 ------------- 8,008	0 ------------- 391,951	0 ------------- 0
7THOMAS STONER VP, HOSPITALIST SERVICES	(i) (ii)	433,755 ------------- 0	149,280 ------------- 0	68,208 ------------- 0	13,750 ------------- 0	19,211 ------------- 0	684,204 ------------- 0	0 ------------- 0
8CRAIG SKUCENSKI VP, EMERGENCY MEDICINE	(i) (ii)	434,568 ------------- 0	135,144 ------------- 0	37,162 ------------- 0	16,500 ------------- 0	19,211 ------------- 0	642,585 ------------- 0	0 ------------- 0
9CARSON ADAMS PHYSICIAN	(i) (ii)	397,125 ------------- 0	88,551 ------------- 0	0 ------------- 0	6,485 ------------- 0	18,644 ------------- 0	510,805 ------------- 0	0 ------------- 0
10CHRISTIAN CAICEDO MD SVP & PRESIDENT, DAUPHIN DIV.	(i) (ii)	437,562 ------------- 0	162,224 ------------- 0	64,352 ------------- 0	16,500 ------------- 0	18,794 ------------- 0	699,432 ------------- 0	0 ------------- 0
11JED SPRUCE SEITZINGER PHYSICIAN	(i) (ii)	370,395 ------------- 0	103,139 ------------- 0	0 ------------- 0	16,500 ------------- 0	18,650 ------------- 0	508,684 ------------- 0	0 ------------- 0
12MICHAEL A YOUNG FORMER PRESIDENT/CEO (RES. 3/17)	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 1,035,976	0 ------------- 0	0 ------------- 9,539	0 ------------- 1,045,515	0 ------------- 0

Schedule J (Form 990) 2018

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

PART I, LINE 3

UPMC PINNACLE HOSPITALS RELIES ON UPMC PINNACLE, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO AND OTHER OFFICERS. METHODS USED TO ESTABLISH COMPENSATION BY THE RELATED ORGANIZATION INCLUDE: * COMPENSATION COMMITTEE * INDEPENDENT COMPENSATION CONSULTANT * COMPENSATION SURVEY OR STUDY * APPROVAL BY THE COMPENSATION COMMITTEE OF THE BOARD

PART I, LINES 4A-B

MICHAEL YOUNG, THE FORMER CEO, RECEIVED A SEVERANCE PAYMENT OF $1,035,976 DURING THE YEAR. FELIX GUTIERREZ, A DIRECTOR AND PINNACLE HEALTH CARDIOVASCULAR INSTITUTE EMPLOYEE, PARTICIPATES IN A NONQUALIFIED PLAN. UPMC PINNACLE CONTRIBUTED $16,500 TO THE PLAN DURING THE FISCAL YEAR. UPMC PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO ITS FORMER CHIEF EXECUTIVE OFFICER (THE "FORMER CEO") THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "LOAN-REGIME SPLIT-DOLLAR" ("LRSD"). ALTHOUGH THE IRS REQUIRES LRSD TO COMPLY WITH THE TAX PRINCIPLES OF A LOAN FOR FEDERAL INCOME TAX PURPOSES (IRC 7872), LRSD IS NOT AN ACTUAL LOANNO FUNDS ARE TRANSFERRED TO THE EXECUTIVE. RATHER, THE "LOAN" TREATMENT APPLIES BECAUSE AFTER THE EXECUTIVE HAS RECEIVED RETIREMENT BENEFITS (SUBJECT TO VESTING REQUIREMENTS AND POLICY INVESTMENT PERFORMANCE), UPMC RECOVERS ALL ITS OUTLAYS PLUS A MARKET RATE OF INTEREST. AS WITH AN EMPLOYER-EMPLOYEE LOAN, AND CONSISTENT WITH THE 2003 FINAL REGULATIONS AND IRC 7872, THE PLAN IS NON-COMPENSATORY TO THE PARTICIPATING EXECUTIVE, AS THE LOAN IS REPAID PLUS INTEREST UPON THE DEATH OF THE EXECUTIVE. UNDER THE REGULATIONS, THERE IS NO COMPENSATION IMPUTED TO THE EXECUTIVE. THE UPMC LRSD PLAN WORKS AS FOLLOWS. UPMC DEPOSITED FUNDS DIRECTLY INTO CASH VALUE LIFE INSURANCE POLICIES ON THE FORMER CEO'S LIFE. DURING LIFE, TO THE EXTENT THE FORMER CEO FULFILLED SERVICE AND VESTING REQUIREMENTS, THE FORMER CEO CAN BORROW AGAINST VALUES IN THE POLICIES TO SUPPLEMENT RETIREMENT INCOME. POLICY PERFORMANCE IS CLOSELY MONITORED. IF POLICY PERFORMANCE LAGS, THE FORMER CEO'S BORROWING RIGHTS COULD BE REDUCED TO PROTECT UPMC'S RECOVERY RIGHTS. AT THE FORMER CEO'S DEATH, THE POLICY DEATH PROCEEDS ARE FIRST USED TO REPAY UPMC ITS DEPOSITS PLUS COMPOUNDED INTEREST (AT THE IRS LONG-TERM APPLICABLE FEDERAL RATE). THE FORMER CEO'S BENEFICIARY THEN RECEIVES ANY PROJECTED RETIREMENT BORROWING NOT ACCESSED DURING LIFE.

Schedule J (Form 990) 2018

Additional Data

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Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

UPMC PINNACLE HOSPITALS

Employer identification number

25-1778644

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting 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 assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2018

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) DANIEL PUGH	RELATIVE OF OFFICER WILLIAM PUGH	115,455	DANIEL PUGH IS A RELATIVE OF WILLIAM PUGH AND IS COMPENSATED BY UPMC PINNACLE AS AN EMPLOYEE. WILLIAM PUGH DOES NOT SUPERVISE DANIEL PUGH NOR DOES HE PARTICIPATE IN DISCUSSIONS ON DANIEL PUGH'S COMPENSATION.		No
(2) MICHAEL HESS	RELATIVE OF OFFICER PHILIP GUARNESCHELLI	70,071	MICHAEL HESS IS A RELATIVE OF PHILIP GUARNESCHELLI AND IS COMPENSATED BY UPMC PINNACLE AS AN EMPLOYEE. PHILIP GUARNESCHELLI DOES NOT SUPERVISE MICHAEL HESS NOR DOES HE PARTICIPATE IN DISCUSSIONS ON MICHAEL HESS' COMPENSATION.		No
(3) CHRISTIAN CAICEDO	OWNER OF CIS PA, LLC	1,828,113	AS THE OWNER OF CIS PA, LLC, MR. CAICEDO PROVIDES SOFTWARE SUPPORT FOR UPMC PINNACLE ENTITIES. ALL TRANSACTIONS ARE NEGOTIATED AT ARM'S LENGTH RATES.		No
(4) RONALD KRATZ MD	PARTNER, RIVERSIDE ANESTHESIA ASSOCIATES	326,421	RONALD KRATZ, M.D. IS A PARTNER IN RIVERSIDE ANESTHESIA ASSOCIATES, WHICH DOES BUSINESS WITH THE FILING ORGANIZATION. ALL TRANSACTIONS ARE AT ARM'S LENGTH.		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2018

Additional Data

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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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2018

Open to Public
Inspection

Name of the organization

UPMC PINNACLE HOSPITALS

Employer identification number

25-1778644

Return Reference	Explanation
FORM 990, PART V, LINE 1:	UPMC PINNACLE, THE PARENT ENTITY OF A GROUP OF TAX-EXEMPT ORGANIZATIONS, IS THE COMMON REPORTING AGENT FOR THE GROUP AND FILES ALL 1099 FORMS FOR UPMC PINNACLE HOSPITALS.
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE MEMBER OF THE CORPORATION IS UPMC PINNACLE, A FEDERALLY TAX EXEMPT, STATE NONPROFIT ENTITY (EIN 25-1778658).
FORM 990, PART VI, SECTION A, LINE 7A	AS SOLE MEMBER OF THE ORGANIZATION, UPMC PINNACLE SHALL ELECT THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B	CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION REQUIRE THE APPROVAL OF BOTH THE UPMC PINNACLE BOARD AND THE UPMC BOARD, AS THE SOLE MEMBER OF UPMC PINNACLE.
FORM 990, PART VI, SECTION B, LINE 11B	THE AUTHORITY AND RESPONSIBILITY FOR REVIEW OF THE FORM 990 FOR UPMC PINNACLE AND SUBSIDIARIES IS DELEGATED TO THE FINANCE COMMITTEE OF THE UPMC PINNACLE BOARD. IN ORDER TO ACCOMPLISH THIS, ALL MEMBERS OF THE FINANCE COMMITTEE ARE PROVIDED WITH A REASONABLE OPPORTUNITY TO REVIEW AND COMMENT TO EXECUTIVE LEADERSHIP ON THE IRS FORMS 990 OF UPMC PINNACLE AND ITS SUBSIDIARIES. IN ADDITION, EACH MEMBER OF EACH RESPECTIVE BOARD OF DIRECTORS WILL BE GIVEN ACCESS TO VIEW THEIR INDIVIDUAL FORM 990 VIA A SHARED, PASSWORD-PROTECTED WEBSITE BEFORE THE RETURNS ARE FILED WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	IN THE PERFORMANCE OF THEIR DUTIES TO UPMC PINNACLE AND SUBSIDIARIES, COVERED PERSONS SHALL SEEK TO ACT IN THE BEST INTERESTS OF UPMC PINNACLE, AND SHALL EXERCISE GOOD FAITH, LOYALTY, DILIGENCE AND HONESTY. A COVERED PERSON IS ANY INDIVIDUAL WHO SERVES IN A FIDUCIARY CAPACITY TO, OR WHO HAS LEGAL AUTHORITY TO REPRESENT OR OBLIGATE, UPMC PINNACLE OR ANY OF ITS AFFILIATED ORGANIZATIONS INCLUDING, BUT NOT LIMITED TO, DIRECTORS, OFFICERS, EMPLOYEES, AND AGENTS. COVERED PERSONS ALSO INCLUDE A) IMMEDIATE FAMILIES (SPOUSES, CHILDREN, SIBLINGS, PARENTS, OR SPOUSE'S PARENTS), B) ANY ORGANIZATION IN WHICH THEY OR THEIR IMMEDIATE FAMILIES DIRECTLY OR INDIRECTLY I) HAVE A MATERIAL FINANCIAL OR BENEFICIAL INTEREST, OR II) SERVE AS A DIRECTOR, OFFICER, EMPLOYEE, AGENT, ATTORNEY OR SIMILAR CAPACITY. A COVERED PERSON SHALL DISCLOSE ANY BUSINESS OR PERSONAL INTERESTS OR RELATIONSHIPS WHICH MAY BE IN CONFLICT WITH THE INTEREST OF UPMC PINNACLE, INCLUDING, BUT NOT LIMITED TO (A) ENGAGING IN OR SEEKING TO BE ENGAGED IN (I) THE DELIVERY OF HEALTH CARE SERVICES OR (II) THE DELIVERY OF GOODS OR SERVICES TO UPMC PINNACLE, OR (B) ANY TRANSACTION OR ARRANGEMENT WITH UPMC PINNACLE WHICH WOULD RESULT IN BENEFIT TO COVERED PERSONS. THE GOVERNANCE COMMITTEE OF THE UPMC PINNACLE BOARD REVIEWS ALL CONFLICT OF INTEREST STATEMENTS ANNUALLY AND DETERMINES WHETHER EACH DIRECTOR ON THE BOARD IS INDEPENDENT. COVERED PERSONS WHO ARE DIRECTORS MUST COMPLY WITH UPMC PINNACLE GUIDELINES FOR DETERMINING DIRECTOR INDEPENDENCE AND APPLYING DIRECTOR INDEPENDENCE REQUIREMENTS. COVERED PERSONS WITH A CONFLICT OF INTEREST SHALL NOT VOTE ON THE MATTER, AND THE UPMC PINNACLE BOARD OR COMMITTEE MUST APPROVE, AUTHORIZE, OR RATIFY THE TRANSACTION OR ARRANGEMENT BY A MAJORITY VOTE OF THE NON-INTERESTED DIRECTORS OR COMMITTEE MEMBERS PRESENT AT A MEETING THAT HAS A QUORUM. VIOLATIONS OF THIS STATEMENT OF POLICY MAY SUBJECT COVERED PERSONS TO APPROPRIATE SANCTIONS, INCLUDING REMOVAL FROM THEIR POSITIONS WITH UPMC PINNACLE.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION COMMITTEE OF THE UPMC PINNACLE BOARD HAS THE AUTHORITY TO DEVELOP AND MAINTAIN EXECUTIVE AND PHYSICIAN COMPENSATION TO BE APPROVED BY THE UPMC PINNACLE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE WILL FOLLOW A DILIGENT PROCESS THAT MEETS REGULATORY REQUIREMENTS FOR A REBUTTABLE PRESUMPTION OF REASONABLENESS AND PROMOTES EFFECTIVE GOVERNANCE OF EXECUTIVE COMPENSATION, CONSISTENT WITH THE UPMC PINNACLE COMPENSATION PHILOSOPHY. 1. FOLLOW A PROCESS THAT ESTABLISHES AND MAINTAINS A REBUTTABLE PRESUMPTION OF REASONABLENESS FOR ALL EXECUTIVES AND PHYSICIANS POTENTIALLY SUBJECT TO INTERMEDIATE SANCTIONS. 2. PREPARE MINUTES FOR EACH MEETING TO RECORD THE TERMS OF THE COMMITTEE'S DECISIONS AND THE PROCESS FOLLOWED IN REACHING THOSE DECISIONS. THESE MINUTES MUST INCLUDE INDICATIONS THAT THE COMMITTEE IS FOLLOWING GOOD PRACTICES IN DEALING WITH CONFLICTS OF INTEREST AND IN OBTAINING AND RELYING ON APPROPRIATE COMPARABILITY DATA ON TOTAL COMPENSATION. 3. SELECT AND DIRECTLY ENGAGE AND SUPERVISE ANY CONSULTANT HIRED BY UPMC PINNACLE TO ADVISE THE COMMITTEE ON EXECUTIVE AND PHYSICIAN COMPENSATION. 4. PERIODICALLY EVALUATE THE APPROPRIATENESS OF THIS CHARTER AND THE EFFECTIVENESS OF THE PROCESS THE COMMITTEE USES IN GOVERNING EXECUTIVE AND PHYSICIAN COMPENSATION AND REPORT THIS EVALUATION TO THE UPMC PINNACLE BOARD. 5. PROVIDE THE UPMC PINNACLE BOARD WITH AN ANNUAL REPORT ON THE COMMITTEE'S ACTIONS. 6. MONITOR CHANGES IN LAWS AND REGULATIONS PERTAINING TO EXECUTIVE COMPENSATION AND BENEFITS TO SEE THAT UPMC PINNACLE COMPLIES WITH THEM. 7. SEEK OUTSIDE REVIEW OF COMMITTEE OPERATIONS TO ENSURE COMPLIANCE WITH THE IRS REBUTTABLE PRESUMPTION OF REASONABLENESS. 8. REVIEW ACTUAL EXECUTIVE COMPENSATION AND BENEFITS PROVIDED TO CONFIRM CONSISTENCY WITH COMPENSATION AND BENEFITS APPROVED BY THE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE.
FORM 990, PART IX, LINE 11G	PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 5,035,710. MANAGEMENT AND GENERAL EXPENSES 2,480,275. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,515,985. OUTSOURCING: PROGRAM SERVICE EXPENSES 22,330,471. MANAGEMENT AND GENERAL EXPENSES 5,238,012. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,568,483. CLEANING SERVICES: PROGRAM SERVICE EXPENSES 329,966. MANAGEMENT AND GENERAL EXPENSES 72,431. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 402,397. LAB FEES: PROGRAM SERVICE EXPENSES 2,731,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,731,584. RESIDENT ROTATION: PROGRAM SERVICE EXPENSES 1,014,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,014,060. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 53,082,843. MANAGEMENT AND GENERAL EXPENSES 3,998,720. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,081,563. CONSULTING FEES: PROGRAM SERVICE EXPENSES 786,202. MANAGEMENT AND GENERAL EXPENSES 87,356. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 873,558. ACQUISITION FEES: PROGRAM SERVICE EXPENSES 4,269,856. MANAGEMENT AND GENERAL EXPENSES 2,199,623. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,469,479.
FORM 990, PART XI, LINE 9:	TRANSFERS TO EXEMPT AFFILIATES -58,644,692. CHANGES IN TEMPORARY AND PERMANENTLY RESTRICTED NET ASSETS -13,265,569. TRANSFERS FROM EXEMPT AFFILIATES 2,869,770. CHANGE IN MEDICAL MALPRACTICE RESERVES 3,665,483. INVENTORY ADJUSTMENT -8,034,554.
PART XII, LINE 2C:	UPMC IS AUDITED ON A CONSOLIDATED BASIS. THEREFORE, THERE ARE NO SEPARATE AUDITED FINANCIAL STATEMENTS FOR UPMC PINNACLE AND ITS SUBSIDIARIES.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2018

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2018

Open to Public Inspection

Name of the organization

UPMC PINNACLE HOSPITALS

Employer identification number

25-1778644

Part I

Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) 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) PINNACLE HEALTH EMERGENCY DEPARTMENT SERVICES LLC PO BOX 8700 HARRISBURG,PA171058700 86-1057582	MEDICAL EMERGENCY SERVICES	PA	-16,675,475	3,759,746	UPMC PINNACLE HOSPITALS
(2) PINNACLE HEALTH HOSPITALISTS SERVICES LLC PO BOX 8700 HARRISBURG,PA171058700 46-2927099	HOSPITALISTS SERVICES	PA	-17,795,745	1,024,890	UPMC PINNACLE HOSPITALS
(3) PINNACLE HEALTH OBSERVATION SERVICES LLC PO BOX 8700 HARRISBURG,PA171058700 47-2088742	PROFESSIONAL SERVICES TO OBSERVATION PATIENTS	PA	-1,283,835	184,829	UPMC PINNACLE HOSPITALS
(4) UPMC PINNACLE ANESTHESIA SERVICES PO BOX 8700 HARRISBURG,PA171058700 82-3458724	ANESTHESIA SERVICES	PA	12,436,543	450,937	UPMC PINNACLE HOSPITALS

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 entity?
(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	Yes	No
(1)UPMC SENIOR COMMUNITIES INC 600 GRANT STREET PITTSBURGH,PA15219 25-1574736	SR LIVING	PA	501(C)(3)	LINE 10	UPMC		No
(2)PITTSBURGH LIFETIME CARE COMMUNITY 600 GRANT STREET PITTSBURGH,PA15219 25-1335247	CCRC	PA	501(C)(3)	LINE 10	UPMC SR COMM		No
(3)CANTERBURY PLACE 600 GRANT STREET PITTSBURGH,PA15219 25-0965334	SR LIVING	PA	501(C)(3)	LINE 10	UPMC SR COMM		No
(4)SENECA PLACE 600 GRANT STREET PITTSBURGH,PA15219 72-1562844	SR LIVING	PA	501(C)(3)	LINE 10	UPMC SR COMM		No
(5)SHADYSIDE HOSPITAL SUPPORTING FOUNDATION 600 GRANT STREET PITTSBURGH,PA15219 26-0303394	FOUNDATION	PA	501(C)(3)	LINE 12A, I	UPMC		No
(6)UPMC LEE 600 GRANT STREET PITTSBURGH,PA15219 25-0613830	INACTIVE	PA	501(C)(3)	LINE 3	UPMC		No
(7)PITTSBURGH CARE PARTNERSHIP INC 600 GRANT STREET PITTSBURGH,PA15219 25-1753852	SR CARE MGMT	PA	501(C)(3)	LINE 10	UPMC		No
(8)UPMC CENTER FOR HIGH VALUE HEALTHCARE 600 GRANT STREET PITTSBURGH,PA15219 45-2178782	RESEARCH	PA	501(C)(3)	LINE 7	UPMC		No
(9)SHADYSIDE HOSPITAL FOUNDATION 532 SOUTH AIKEN AVENUE PITTSBURGH,PA15232 25-1290546	FOUNDATION	PA	501(C)(3)	LINE 12C, III-FI	UPMC PRESBY		No
(10)PASSAVANT HOSPITAL FOUNDATION 9100 BABCOCK BLVD PITTSBURGH,PA15237 25-1407815	FOUNDATION	PA	501(C)(3)	LINE 12B, II	UPMC PASS		No
(11)NORTHWEST HOSPITAL FOUNDATION 100 FARFIELD DRIVE SENECA,PA16346 25-1483624	FOUNDATION	PA	501(C)(3)	LINE 12D, III-O	UPMC NORTHWE		No
(12)ST MARGARET FOUNDATION 600 GRANT STREET PITTSBURGH,PA15219 25-1520340	FOUNDATION	PA	501(C)(3)	LINE 7	UPMC ST MARG		No
(13)CHILDREN'S HOSPITAL OF PITTSBURGH FND 600 GRANT STREET PITTSBURGH,PA15219 25-1865744	FOUNDATION	PA	501(C)(3)	LINE 7	UPMC CHP		No
(14)MAGEE-WOMEN RES INST AND FOUNDATION 600 GRANT STREET PITTSBURGH,PA15219 25-1462312	FOUNDATION	PA	501(C)(3)	LINE 7	N/A		No
(15)GREAT LAKES PHYSICIAN PRACTICE PC 600 GRANT STREET 58TH FLOOR PITTSBURGH,PA15219 46-4186362	PHYSICIAN SRV	NY	501(C)(3)	LINE 3	REGNL HEALTH		No
(16)HAMOT HEALTH FOUNDATION 302 FRENCH STREET ERIE,PA16507 25-1400999	FOUNDATION	PA	501(C)(3)	LINE 12B, II	UPMC HAMOT		No
(17)UPMCJAMESON CANCER CENTER 600 GRANT STREET 58TH FL PITTSBURGH,PA15219 20-1459415	ONCOLOGY SVC	PA	501(C)(3)	LINE 10	UPMC JAMESON		No
(18)JAMESON CARE CENTER INC 1211 WILMINGTON AVE NEW CASTLE,PA16105 23-2871396	SR SERVICES	PA	501(C)(3)	LINE 10	UPMC SR COMM		No
(19)UPMC SUSQUEHANNA 700 HIGH STREET WILLIAMSPORT,PA17701 23-2751183	MGMT SUPPORT	PA	501(C)(3)	LINE 3	UPMC		No
(20)MUNCY VALLEY HOSPITAL 215 EAST WATER STREET MUNCY,PA17756 24-0806023	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC SUSQUEH		No
(21)DIVINE PROVIDENCE HOSPITAL OF THE SISTE 1100 GRAMPIAN BOULEVARD WILLIAMSPORT,PA17701 24-0799343	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC SUSQUEH		No
(22)SUSQUEHANNA PHYSICIAN SERVICES 1201 GRAMPIAN BOULEVARD WILLIAMSPORT,PA17701 23-2449454	PHYSICIAN SRV	PA	501(C)(3)	LINE 3	UPMC SUSQUEH		No
(23)SUSQUEHANNA HEALTH SYSTEM INNOVATION CT 700 HIGH STREET WILLIAMSPORT,PA17701 47-1600873	SUPPORT SRV	PA	501(C)(3)	LINE 12A, I	UPMC SUSQUEH		No
(24)SUSQUEHANNA HEALTH FOUNDATION 1100 GRAMPIAN BOULEVARD WILLIAMSPORT,PA17701 23-2743470	FOUNDATION	PA	501(C)(3)	LINE 12A, I	UPMC SUSQUEH		No
(25)THE WILLIAMSPORT HOSPITAL 700 HIGH STREET WILLIAMSPORT,PA17701 24-0795508	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC SUSQUEH		No
(26)LAUREL REALTY INC 32-36 CENTRAL AVENUE WELLSBORO,PA16901 23-1403678	REAL ESTATE	PA	501(C)(2)	N/A	UPMC SUSQUEH		No
(27)LAUREL MANAGEMENT SERVICES INC 32-36 CENTRAL AVENUE WELLSBORO,PA16901 25-1644910	MANAGEMENT SV	PA	501(C)(3)	LINE 12B, II	UPMC SUSQUEH		No
(28)LAUREL HEALTH SYSTEM 32-36 CENTRAL AVENUE WELLSBORO,PA16901 24-0795488	SUPPORT SRV	PA	501(C)(3)	LINE 12B, II	UPMC SUSQUEH		No
(29)SOLDIERS AND SAILORS MEMORIAL HOSPITAL 32-36 CENTRAL AVENUE WELLSBORO,PA16901 23-2176963	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC SUSQUEH		No
(30)THE GREEN HOME 37 CENTRAL AVENUE WELLSBORO,PA16901 24-0804365	SKILLED NURSI	PA	501(C)(3)	LINE 10	UPMC SUSQUEH		No
(31)TIOGA HEALTH CARE PROVIDERS 1201 GRAMPIAN BOULEVARD WILLIAMSPORT,PA17701 25-1765538	HEALTHCARE	PA	501(C)(3)	LINE 12B, II	UPMC SUSQUEH		No
(32)WILLIAMSPORT AREA AMBULANCE SERVICE COO 700 HIGH STREET WILLIAMSPORT,PA17701 23-2416166	AMBULANCE SVC	PA	501(C)(3)	LINE 10	WILLIAM HOSP		No
(33)UPMC SUSQUEHANNA LOCK HAVEN 700 HIGH STREET WILLIAMSPORT,PA17701 82-1600494	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC SUSQUEH		No
(34)UPMC SUSQUEHANNA SUNBURY 700 HIGH STREET WILLIAMSPORT,PA17701 82-1592230	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC SUSQUEH		No
(35)UPMC CHAUTAUQUA AT WCA 207 FOOTE AVENUE JAMESTOWN,NY14701 16-0743226	HOSPITAL	NY	501(C)(3)	LINE 3	UPMC CHAUTAU		No
(36)WCA GROUP INC 207 FOOTE AVENUE JAMESTOWN,NY14701 22-2392582	HOLDING CO	NY	501(C)(3)	LINE 12B, II	CHAUT AT WCA		No
(37)STARFLIGHT INC 135 ALLEN STREET JAMESTOWN,NY14701 16-1557878	AIR AMBULANCE	NY	501(C)(3)	LINE 7	CHAUT AT WCA		No
(38)SOUTH CENTRAL ALPHA HOUSING & HEALTH 3410 W PITTSBURG ROAD NEW CASTLE,PA16101 25-1701701	SNF & AL	PA	501(C)(3)	LINE 10	UPMC SR COMM		No
(39)SOUTH WESTERN ALPHA HOUSING & HEALTH 745 GREENVILLE ROAD MERCER,PA16137 25-1701700	SNF & IL	PA	501(C)(3)	LINE 10	UPMC SR COMM		No
(40)KANE COMMUNITY HOSPITAL FOUNDATION 4372 ROUTE 6 KANE,PA16735 26-3906925	FOUNDATION	PA	501(C)(3)	LINE 12B, II	N/A		No
(41)JUNIOR GUILD OF THE JAMESON MEMORIAL HOS 1211 WILMINGTON AVENUE NEW CASTLE,PA16105 25-6005313	SUPPORT	PA	501(C)(3)	LINE 12D, III-O	N/A		No
(42)LAUREL HEALTH FOUNDATION 32-36 CENTRAL AVENUE WELLSBORO,PA16901 25-1810488	FOUNDATION	PA	501(C)(3)	LINE 12B, II	N/A		No
(43)WCA FOUNDATION INC 300 FOOTE AVENUE PO BOX 840 JAMESTOWN,NY14702 22-2393584	FOUNDATION	PA	501(C)(3)	LINE 12C, III-FI	N/A		No
(44)VENANGO VNA FOUNDATION 491 ALLEGHENY BOULEVARD FRANKLIN,PA16323 25-1472179	FOUNDATION	PA	501(C)(3)	LINE 12D, III-O	N/A		No
(45)UPMC PINNACLE 409 SOUTH SECOND STREET HARRISBURG,PA17104 25-1778658	SUPPORTING OR	PA	501(C)(3)	LINE 12B, II	UPMC		No
(46)UPMC PINNACLE CARLISLE 361 ALEXANDER SPRING ROAD CARLISLE,PA17205 82-0880337	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC PINNACL		No
(47)UPMC PINNACLE LANCASTER 250 COLLEGE AVENUE LANCASTER,PA17603 82-0896436	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC PINNACL		No
(48)UPMC PINNACLE LITITZ 1500 HIGHLANDS AVENUE LITITZ,PA17543 82-0844453	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC PINNACL		No
(49)UPMC PINNACLE MEMORIAL 325 SOUTH BELMONT STREET YORK,PA17405 82-0912090	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC PINNACL		No
(50)PINNACLE HEALTH REGIONAL PHYSICIANS 409 SOUTH SECOND STREET HARRISBURG,PA17104 82-0947698	PHYSICIAN SRV	PA	501(C)(3)	LINE 3	UPMC PINNACL		No
(51)PINNACLE HEALTH FOUNDATION 409 SOUTH SECOND STREET HARRISBURG,PA17104 22-2691718	FOUNDATION	PA	501(C)(3)	LINE 12A, I	UPMC PINNACL		No
(52)COMMUNITY LIFE TEAM INC 409 SOUTH SECOND STREET HARRISBURG,PA17104 23-1890444	MED TRANSPORT	PA	501(C)(3)	LINE 7	UPMC PINNACL		No
(53)HANOVER HEALTHCARE PLUS INC 300 HIGHLAND AVENUE HANOVER,PA17331 22-2658574	SUPPORTING OR	PA	501(C)(3)	LINE 12A, I	UPMC PINNACL		No
(54)UPMC PINNACLE HANOVER 300 HIGHLAND AVENUE HANOVER,PA17331 23-1360851	HOSPITAL	PA	501(C)(3)	LINE 3	HANNOVER HEA		No
(55)PINNACLE HEALTH MEDICAL SERVICES 409 SOUTH SECOND STREET HARRISBURG,PA17104 25-1709054	PHYSICIAN SRV	PA	501(C)(3)	LINE 3	UPMC PINNACL		No
(56)CHARLES E COLE MEMORIAL HOSPITAL 1001 EAST SECOND STREET COUDERSPORT,PA16915 24-0802108	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC		No
(57)COLE FOUNDATION INC 1001 EAST SECOND STREET COUDERSPORT,PA16915 45-5417308	FOUNDATION	PA	501(C)(3)	LINE 12A, I	C COLE MEM H		No
(58)HAMOT COLE VENTURES 1001 EAST SECOND STREET COUDERSPORT,PA16915 27-3172100	CLINIC SITES	PA	501(C)(3)	LINE 12A, I	C COLE MEM H		No
(59)HENDORN INC 1001 EAST SECOND STREET COUDERSPORT,PA16915 23-1972659	RES. CARE	PA	501(C)(3)	LINE 12A, I	C COLE MEM H		No
(60)ASBURY HEIGHTS OF UPMC 600 GRANT STREET PITTSBURGH,PA15219 25-1555687	SUPPORTING OR	PA	501(C)(3)	LINE 12B, II	UPMC SR COMM		No
(61)ASBURY HEALTH CENTER 600 GRANT STREET PITTSBURGH,PA15219 25-0969472	CCRC	PA	501(C)(3)	LINE 10	ASBURY HEIGH		No
(62)ASBURY VILLAS 600 GRANT STREET PITTSBURGH,PA15219 25-1819952	PERSONAL CARE	PA	501(C)(3)	LINE 10	ASBURY HEIGH		No
(63)ASBURY PLACE 600 GRANT STREET PITTSBURGH,PA15219 25-1729266	PERSONAL CARE	PA	501(C)(3)	LINE 10	ASBURY HEIGH		No
(64)WESLEY HILLS 600 GRANT STREET PITTSBURGH,PA15219 25-1507472	INDEP LIVING	PA	501(C)(3)	N/A	ASBURY HEIGH		No
(65)ASBURY FOUNDATION 600 GRANT STREET PITTSBURGH,PA15219 25-1555688	FOUNDATION	PA	501(C)(3)	LINE 7	ASBURY HEIGH		No
(66)REGIONAL CANCER CENTER FOUNDATION 2500 WEST 12TH STREET ERIE,PA16505 25-1631855	FOUNDATION	PA	501(C)(3)	LINE 12A, I	REGIONAL CAN		No
(67)UPMC SOMERSET 225 SOUTH CENTER AVENUE SOMERSET,PA15501 25-0965570	HOSPITAL	PA	501(C)(3)	LINE 3	UPMC		No
(68)TWIN LAKES CENTER INC 225 SOUTH CENTER AVENUE SOMERSET,PA15501 23-2910318	DRUG TREATMEN	PA	501(C)(3)	LINE 3	UPMC SOMERSE		No
(69)SOMERSET COMMUNITY HOSPITAL FOUNDATION 225 SOUTH CENTER AVENUE SOMERSET,PA15501 25-1441863	FOUNDATION	PA	501(C)(3)	LINE 12C, III-FI	UPMC SOMERSE		No
(70)SOMERSET HEALTH SERVICES INC 225 SOUTH CENTER AVENUE SOMERSET,PA15501 25-1441920	PHYSICIAN SRV	PA	501(C)(3)	LINE 3	UPMC SOMERSE		No
(71)JUNIOR GUILD OF THE JAMESON MEMORIAL HO 1211 WILMINGTON AVENUE NEW CASTLE,PA16105 25-6005313	SUPPORTING OR	PA	501(C)(3)	LINE 12D, III-O	UPMC JAMESON		No
(72)UPMC 600 GRANT STREET PITTSBURGH,PA15219 25-1423657	SUPPORTING ORG	PA	501(C)(3)	LINE 12C, III-FI	N/A		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2018

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	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) SENECA HILLS ASSISTED LIVING LP 600 GRANT STREET PITTSBURGH,PA15219 23-2873106	ASSISTED LIVI	PA	N/A
(2) ST MARGARET MEDICAL ARTS ASSOCIATES 600 GRANT STREET PITTSBURGH,PA15219 25-1786655	MED OFFICE BL	PA	N/A
(3) CORE NETWORK LLC 600 GRANT STREET PITTSBURGH,PA15219 25-1786209	HEALTHCARE	PA	N/A
(4) LIFE HOME CARE LP 600 GRANT STREET PITTSBURGH,PA15219 25-1847839	HOMECARE	PA	N/A
(5) SHADYSIDE MEDICAL CENTER ASSOCIATION 600 GRANT STREET PITTSBURGH,PA15219 25-1608318	MED OFFICE BL	PA	N/A
(6) CHARTWELL PA LP 600 GRANT STREET PITTSBURGH,PA15219 25-1729714	HOMEHEALTH	PA	N/A
(7) LIFE CARE HOME SRV OF NW PA 1647 SASSAFRAS STREET ERIE,PA16501 25-1536879	HOME HEALTH S	PA	N/A
(8) HAMOT-KCH REAL ESTATE VENTURE 300 STATE STREET ERIE,PA16507 26-3691782	MEDICAL OFFIC	PA	N/A
(9) HAMOT SURGERY CENTER LLC 200 STATE STREET ERIE,PA16507 25-1863661	AMBULATORY SU	PA	N/A
(10) EPN-HAMOT URGENT CARE LLC 600 GRANT STREET PITTSBURGH,PA15219 27-2147949	URGENT CARE	PA	N/A
(11) LAWRENCE COUNTY MRI & DIAGNOSTIC IMAGING 2526 WILMINGTON AVE NEW CASTLE,PA16105 27-0219891	IMAGING CENTE	PA	N/A
(12) COMMUNITY BASKET LLC 1205 GRAMPIAN BOULEVARD WILLIAMSPORT,PA17701 20-1195739	REAL ESTATE R	PA	N/A
(13) HANOVER SURGICENTER REAL ESTATE LP 300 HIGHLAND AVE HANOVER,PA17331 35-2342993	INACTIVE	PA	N/A
(14) MEDCARE SUSQUEHANNA VALLEY LLC 409 SOUTH SECOND STREET HARRISBURG,PA17104 82-1673688	DME	PA	N/A
(15) OMICELO RE I LP 2525 LIBERTY AVENUE PITTSBURGH,PA15222 47-5603393	REAL ESTATE D	DE	N/A
(16) WEST SHORE SURGERY CENTER LTD 409 SOUTH SECOND STREET HARRISBURG,PA17104 25-1821415	SURGICAL CARE - MEDICAL SERVICES	PA	SEE PART VII - SUPPLEMENTAL INFORMATION	654,132	1,982,619		No			No	45.000 %
(17) SUSQUEHANNA VALLEY SURGICAL CENTER 409 SOUTH SECOND STREET HARRISBURG,PA17104 25-1847818	SURGICAL CARE - MEDICAL SERVICES	PA	N/A	691,252	1,884,280		No			No	50.000 %

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	(i) Section 512(b)(13) controlled entity?
(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	Yes	No
(1) HCPHARMACY CENTRAL INC 600 GRANT STREET PITTSBURGH,PA15219 25-1364192	PHARMACY CO-O	PA	N/A	C				No
(2) CHILDREN'S COMMUNITY CARE 600 GRANT STREET PITTSBURGH,PA15219 25-1781887	PHYSICIAN SRV	PA	N/A	C				No
(3) UPMC PHYSICIAN SERVICES HOLDING COMPANY 600 GRANT STREET PITTSBURGH,PA15219 25-1877017	HOLDING CO	PA	N/A	C				No
(4) HEMATOLOGY ONCOLOGY ASSOCIATION INC 600 GRANT STREET PITTSBURGH,PA15219 42-1648357	PHYSICIAN SRV	PA	N/A	C				No
(5) ONCOLOGY HEMATOLOGY ASSOCATION INC 600 GRANT STREET PITTSBURGH,PA15219 25-1762980	PHYSICIAN SRV	PA	N/A	C				No
(6) TRI-STATE NEUROSURGICAL ASSOCIATES - UPM 600 GRANT STREET PITTSBURGH,PA15219 25-1458655	PHYSICIAN SRV	PA	N/A	C				No
(7) RENAISSANCE FAMILY PRACTICE - UPMC INC 600 GRANT STREET PITTSBURGH,PA15219 26-2942406	PHYSICIAN SRV	PA	N/A	C				No
(8) UPMC HOLDING COMPANY INC 600 GRANT STREET PITTSBURGH,PA15219 25-1777713	HOLDING CO	PA	N/A	C				No
(9) UPMC COVERAGE PRODUCTS INC 600 GRANT STREET PITTSBURGH,PA15219 25-1777710	HOLDING CO	PA	N/A	C				No
(10) FREEDOM INSURANCE COMPANY 600 GRANT STREET PITTSBURGH,PA15219 03-0308944	INSURANCE	VT	N/A	C				No
(11) TRI-CENTURY INSURANCE CO 600 GRANT STREET PITTSBURGH,PA15219 25-1500739	INSURANCE	PA	N/A	C				No
(12) UPMC DNA INC 600 GRANT STREET PITTSBURGH,PA15219 25-1883237	INSURANCE	PA	N/A	C				No
(13) UPMC HEALTH BENEFITS INC 600 GRANT STREET PITTSBURGH,PA15219 25-1844144	HEALTH INSUR	PA	N/A	C				No
(14) UPMC HEALTH NETWORK INC 600 GRANT STREET PITTSBURGH,PA15219 72-1527566	HEALTH INSUR	PA	N/A	C				No
(15) UPMC HEALTH PLAN INC 600 GRANT STREET PITTSBURGH,PA15219 23-2813536	HEALTH INSUR	PA	N/A	C				No
(16) UPMC BENEFIT MANAGEMENT SERVICES INC 600 GRANT STREET PITTSBURGH,PA15219 25-1769564	WORKERS' COMP	PA	N/A	C				No
(17) UPMC DIVERSIFIED SERVICES INC 600 GRANT STREET PITTSBURGH,PA15219 25-1778454	HOLDING CO	PA	N/A	C				No
(18) MONROEVILLE SPECIALTY CLINIC 600 GRANT STREET PITTSBURGH,PA15219 25-1666087	AMB SURG	PA	N/A	C				No
(19) MEDICAL ARCHIVAL SYSTEMS INC 600 GRANT STREET PITTSBURGH,PA15219 23-2912501	SOFTWARE DEVE	DE	N/A	C				No
(20) RX PARTNERS INC 600 GRANT STREET PITTSBURGH,PA15219 25-1801966	PHARMACY	PA	N/A	C				No
(21) BIOTRONICS INC 600 GRANT STREET PITTSBURGH,PA15219 25-1843500	EQUIP MAINTEN	PA	N/A	C				No
(22) MEDICAL CENTER PROPERTIES INC 600 GRANT STREET PITTSBURGH,PA15219 25-1796940	REAL ESTATE	PA	N/A	C				No
(23) ASKESIS DEVELOPMENT GROUP INC 600 GRANT STREET PITTSBURGH,PA15219 54-1625585	SOFTWARE DEVE	DE	N/A	C				No
(24) BAYFRONT REGIONAL DEVELOPMENT CORP 300 STATE STREET ERIE,PA16507 25-1401388	RE HOLDING CO	PA	N/A	C				No
(25) BAYSIDE DEVELOPMENT CORP 300 STATE STREET ERIE,PA16507 25-1401386	REAL ESTATE	PA	N/A	C				No
(26) UPMC WORK ALLIANCE INC 600 GRANT STREET PITTSBURGH,PA15219 45-2825053	INSURANCE	PA	N/A	C				No
(27) UPMC HEALTH COVERAGE INC 600 GRANT STREET 58TH FLOOR PITTSBURGH,PA15219 46-2824537	INSURANCE	PA	N/A	C				No
(28) UPMC HEALTH OPTIONS INC 600 GRANT STREET PITTSBURGH,PA15219 46-2824626	INSURANCE	PA	N/A	C				No
(29) UPMC COMPLETE CARE INC 5215 CENTRE AVENUE PITTSBURGH,PA15232 46-3605753	PHYSICIAN SRV	PA	N/A	C				No
(30) AMERICAN HOME HEALTH SERVICES 868 CORPORATE WAY WESTLAKE,OH44145 31-1521422	HOME HEALTH C	OH	N/A	C				No
(31) HEALTH FIDELITY INC 210 S B STREET SAN MATEO,CA94401 45-2538963	TECHNOLOGY SV	CA	N/A	C				No
(32) FLUENCE HEALTH INC 6425 PENN AVENUE PITTSBURGH,PA15206 47-2684174	SOFTWARE	DE	N/A	C				No
(33) CURAVI HEALTH INC 6425 PENN AVENUE PITTSBURGH,PA15206 81-1217377	HEALTHCARE	DE	N/A	C				No
(34) PENSIAMO INC 600 GRANT STREET 59TH FL PITTSBURGH,PA15219 81-2069236	SUPPLY CHAIN	DE	N/A	C				No
(35) ALTOONA FAMILY INC 620 HOWARD AVE ALTOONA,PA16601 25-1444935	MGMT SVCS	PA	N/A	C				No
(36) LEXINGTON HOLDINGS INC 620 HOWARD AVE ALTOONA,PA16601 25-1794386	HOLDING CO	PA	N/A	C				No
(37) LEXINGTON ONE INC 620 HOWARD AVE ALTOONA,PA16601 25-1468889	RENTAL	PA	N/A	C				No
(38) LEXINGTON TWO INC HOWARD AVE 7TH ST ALTOONA,PA16601 25-1555689	DME	PA	N/A	C				No
(39) LEXINGTON FOUR INC 620 HOWARD AVE ALTOONA,PA16601 25-1793736	HOLDING CO	DE	N/A	C				No
(40) UPMC ALTOONA REGIONAL HEALTH SERVICES 1414 9TH AVENUE ALTOONA,PA16602 25-1219302	PHYSICIAN SRV	PA	N/A	C				No
(41) LEXINGTON ANESTHESIA ASSOCIATES INC 620 HOWARD AVE ALTOONA,PA16601 25-1897765	PHYSICIAN SRV	PA	N/A	C				No
(42) MEDCPU INC 100 WALL STREET SUITE 2202 NEW YORK,NY10005 38-3805381	SOFTWARE DEVE	DE	N/A	C				No
(43) UPMC EXCESS PL TRUST 600 GRANT STREET PITTSBURGH,PA15219 82-6254351	TRUST	PA	N/A	T				No
(44) RXANTE INC 511 CONGRESS STREET 803 PORTLAND,ME04101 45-4040219	MEDICATION MG	DE	N/A	C				No
(45) J HEALTH VENTURES INC 1211 WILIMINGTON AVENUE NEW CASTLE,PA16105 25-1607893	INACTIVE	PA	N/A	C				No
(46) SUSQUEHANNA VENTURES INC 1201 GRAMPIAN BOULEVARD WILLIAMSPORT,PA17701 23-2470623	PHARMACY	PA	N/A	C				No
(47) TYOGA CARENET 114 EAST AVENUE WELLSBORO,PA16901 25-1810967	INACTIVE	PA	N/A	C				No
(48) WCA SERVICE CORPORATION INC 207 FOOTE AVENUE JAMESTOWN,NY14701 16-1151438	SUPPORT	NY	N/A	C				No
(49) ITTCCO I INC 600 GRANT STREET PITTSBURGH,PA15219 82-2590699	INACTIVE	DE	N/A	C				No
(50) ITTCCO II INC 600 GRANT STREET PITTSBURGH,PA15219 82-2597388	INACTIVE	DE	N/A	C				No
(51) PINNACLE HEALTH CARDIOVASCULAR INSTITUT 409 SOUTH SECOND STREET HARRISBURG,PA17104 32-0321362	PHYSICIAN SRV	PA	N/A	C				No
(52) HANOVER HEALTH CORPORATION 300 HIGHLAND AVENUE HANOVER,PA17331 90-0498067	HOLDING CO	PA	N/A	C				No
(53) HANOVER APOTHECARY INC 310 STOCK STREET SUITE 1 HANOVER,PA17331 03-0594526	PHARMACY	PA	N/A	C				No
(54) UNITED CENTRAL PA RECIPROCAL RISK RETEN 76 SAINT PAUL STREET SUITE 500 BURLINGTON,VT05401 13-4224033	INSURANCE	VT	N/A	C				No
(55) PINNACLE HEALTH VENTURES INC 409 SOUTH SECOND STREET HARRISBURG,PA17104 61-1677624	HOLDING CO	PA	N/A	C				No
(56) PINNACLE HEALTH IMAGING INC 409 SOUTH SECOND STREET HARRISBURG,PA17104 23-1718571	IMAGING SVC	PA	N/A	C				No
(57) COLE CARE INC 1001 EAST 2ND STREET COUDERSPORT,PA16915 25-1497347	DME	PA	N/A	C				No
(58) UPMC ITALY HEALTH SERVICES SRL VIA DISCESA DEI GIUDICI 4 PALERMO 90133 IT	HEALTH SVC	IT	N/A	C				No
(59) UPMC INVESTMENTS LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD X91 DH9W EI	HOLDING CO	EI	N/A	C				No
(60) UPMC PROPERTY LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD X91 DH9W EI	PROPERTY	EI	N/A	C				No
(61) UPMC PROPERTY II LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD X91 DH9W EI	PROPERTY	EI	N/A	C				No
(62) EURO CARE INFRASTRUCTURE LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD X91 DH9W EI	PROPERTY MGMT	EI	N/A	C				No
(63) EURO CARE PROPERTY MANAGEMENT LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD X91 DH9W EI	PROPERTY MGMT	EI	N/A	C				No
(64) EURO CARE HEALTHCARE LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD X91 DH9W EI	HOSPITAL	EI	N/A	C				No
(65) WATERFORD ONCOLOGY ASSOCIATES LTD C/O UPMC WHITFIELD CORK ROAD BUTLER WATERFORD X91 DH9W EI	ONCOLOGY SVC	EI	N/A	C				No
(66) UPMC CANCER CENTERS IRELAND LIMITED 6TH FLOOR BEACON HOSPITAL SANDYFORD DUBLIN 18 EI	CANCER TREATM	EI	N/A	C				No
(67) PANTHER REINSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN N/A CJ 98-1402742	INSURANCE	CJ	N/A	C				No
(68) FORBES REINSURANCE COMPANY LTD PO BOX 1109 GRAND CAYMAN N/A CJ 98-1400710	INSURANCE	CJ	N/A	C				No
(69) CATHEDRAL (RE) INSURANCE CO PO BOX 1109 GRAND CAYMAN N/A CJ 98-1400837	INSURANCE	CJ	N/A	C				No
(70) UPMC IRELAND LIMITED 6TH FLOOR BEACON HOSPITAL SANDYFORD DUBLIN 18 EI	HEALTHCARE SU	EI	N/A	C				No
(71) UPMC CANADA TECHNOLOGIES LIMITED 600 GRANT STREET PITTSBURGH 15219 CA	SOFTWARE	CA	N/A	C				No
(72) SUSQUEHANNA HEALTH SYSTEM INSURANCE NET PO BOX 1159 N/A CJ	INSURANCE	CJ	N/A	C				No
(73) UNITED HEALTH RISK LTD PO BOX HM 2450 HAMILTON N/A BD	INSURANCE	BD	N/A	C				No
(74) UPMC UNITED KINGDOM LTD C/O NAIRCO 11TH FLOOR WHITEFRIARS LEWINS MEAD BS1 2NT UK 98-0571026	SOFTWARE LICE	UK	N/A	C				No
(75) BLUESPHERE BIO 6425 PENN AVENUE STE 200 PITTSBURGH,PA15206 82-4979766	IMMUNOTHERAPY	DE	N/A	C				No
(76) INFECTIOUS DISEASE CONNECT INC 6425 PENN AVENUE STE 200 PITTSBURGH,PA15206 83-3311071	TELEMEDICINE	DE	N/A	C				No
(77) HUMONIC INC 6425 PENN AVENUE STE 200 PITTSBURGH,PA15206 83-4005420	BIOPHARM	DE	N/A	C				No
(78) TTMS INC 6425 PENN AVENUE STE 200 PITTSBURGH,PA15206 82-5443222	IMMUNOTHERAPY	DE	N/A	C				No
(79) UPMC HILLMAN CANCER CENTER - PINNACLE 101 ERFORD ROAD CAMP HILL,PA17701 83-3640945	CANCER TREATM	PA	N/A	C				No
(80) SHANGHAI UPMC CO LTD 288 SHIMEN 1ST ROAD JINGAN DISTRIC SHANGHAI CH	HEALTHCARE MGMT	CH	N/A	C				No
(81) SALVADOR MUNDI INTERNATIONAL HOSPITAL ROMA VIALE DELLE MURA GIANICOLENSI IT	HOSPITAL	IT	N/A	C				No
(82) SOMERSET ANESTHESIA INC 600 GRANT STREET PITTSBURGH,PA15219 45-5135437	PHYSICIAN SRV	PA	N/A	C				No
(83) SOMERSET MANAGEMENT SERVICES INC 600 GRANT STREET PITTSBURGH,PA15219 25-1512960	MOB OWNERSHIP	PA	N/A	C				No

Schedule R (Form 990) 2018

Page 3

Part V

Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

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, or (iv) rent from a controlled entity .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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 related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) WEST SHORE SURGERY CENTER LTD	A	480,009	COST ADJ. ANNUALLY FOR CPI
(2) WEST SHORE SURGERY CENTER LTD	R	1,195,474	COST ADJ. ANNUALLY FOR CPI

Schedule R (Form 990) 2018

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)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2018

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R (see instructions).

Return Reference

Explanation

FORM 990, SCHEDULE R, PARTS I THROUGH IV:

ENTITIES REPORTED IN PARTS I THROUGH IV THAT ARE MARKED WITH AN * ARE NOT TECHNICALLY "RELATED ORGANIZATIONS", AS DEFINED IN THE FORM 990 INSTRUCTIONS AS THE REQUISITE "CONTROL" DID NOT EXIST DURING THE FISCAL YEAR ENDED JUNE 30, 2019. HOWEVER, BECAUSE THESE ENTITIES ARE AFFILIATED WITH UPMC AND THE UPMC PARENT ORGANIZATION HOLDS CERTAIN POWERS WITH RESPECT TO SUCH ENTITIES WE ARE ELECTING TO DISCLOSE THE ENTITIES AS RELATED ORGANIZATIONS IN SCHEDULE R IN THE INTEREST OF TRANSPARENCY.

FORM 990, SCHEDULE R, PART III

WEST SHORE SURGERY CENTER IS OWNED BY THE FOLLOWING RELATED ENTITIES: UPMC PINNACLE HOSPITALS - 45% PINNACLE HEALTH MEDICAL SERVICES - 2% THE REMAINING 53% IS OWNED BY A NUMBER OF INDIVIDUAL PHYSICIANS.

Schedule R (Form 990) 2018

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: INPATIENT AND OUTPATIENT HEALTHCARE FOR CITIZENS OF THE LOCAL & SURROUNDING COMMUNITIES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	14
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	10
5	Total number of individuals employed in calendar year 2018 (Part V, line 2a) ......	5	5,901
6	Total number of volunteers (estimate if necessary) .............	6	469
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	538,983
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	2,114,859

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	13,247,479	18,728,944
9	Program service revenue (Part VIII, line 2g) .........	995,947,544	1,084,207,748
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	20,879,181	4,549,588
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	6,352,697	1,551,737
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,036,426,901	1,109,038,017
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	60,866	10,696
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)	365,529,159	417,095,476
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	486,378,706	549,849,004
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	851,968,731	966,955,176
19	Revenue less expenses. Subtract line 18 from line 12.......	184,458,170	142,082,841
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	888,404,831	926,280,596
21	Total liabilities (Part X, line 26).............	239,119,285	205,004,613
22	Net assets or fund balances. Subtract line 21 from line 20.....	649,285,546	721,275,983

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 774,248,628 including grants of $ 10,696 ) (Revenue $ 1,060,919,850 )
	UPMC PINNACLE HOSPITALS UPMC PINNACLE HOSPITALS SUBSIDIZE THE COST OF TREATING PATIENTS WHO ARE UNINSURED, UNABLE TO PAY, OR HAVE GOVERNMENT SPONSORED HEALTH INSURANCE WHERE REIMBURSEMENT IS LESS THAN THE COST OF PROVIDING THE SERVICE.AS AN ANCHOR INSTITUTION AND A LEADER IN OUR COMMUNITY, OUR ROLE HAS BEEN TO PROVIDE OUTSTANDING PATIENT CARE; PUTTING OUR PATIENTS, HEALTH PLAN MEMBERS, AND COMMUNITY AT THE CENTER OF EVERYTHING WE DO AND CREATING A MODEL THAT ENSURES THAT EVERY PATIENT GETS THE RIGHT CARE, IN THE RIGHT WAY, AT THE RIGHT TIME, EVERY TIME. IN KEEPING WITH OUR TRADITION OF CARING FOR ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY, UPMC PINNACLE HOSPITALS IS A FORCE FOR STABILITY, STRENGTH, AND RELIABILITY FOR THOSE WE SERVE. IN ADDITION TO FINANCIAL SUPPORT, OUTREACH TO THE COMMUNITY IS CRUCIAL TO ACHIEVING OUR MISSION. THROUGH VOLUNTEERISM AND ENGAGEMENT, WE STRIVE TO BE A FORCE FOR HEALTH AND WELL-BEING. WE HELP THE UNDERSERVED, MENTOR STUDENTS, LEND EXPERTISE TO COMMUNITY ORGANIZATIONS, AND EDUCATE THE COMMUNITY ON DISEASE PREVENTION AND MANAGEMENT.COMMUNITY HEALTH IMPROVEMENT SERVICESTAKING HEALTH CARE BEYOND THE DOORS OF ITS HOSPITALS, CLINICS, AND OFFICES, AND BRINGING IT INTO THE REGION'S TOWNS, SCHOOLS AND WORKPLACES, UPMC PINNACLE IS HELPING CREATE HEALTHIER COMMUNITIES ACROSS CENTRAL PENNSYLVANIA. THROUGH ITS CHARITABLE GIVING AND COMMUNITY INITIATIVES, UPMC PINNACLE IS MAKING A DIFFERENCE IN THE HEALTH AND WELL-BEING OF ITS NEIGHBORS. FROM PUBLIC HEALTH AND WELLNESS INITIATIVES TO SCHOOL HEALTH SCREENINGS, INSURANCE ENROLLMENT HELP, HOME-VISIT PROGRAMS, CHARITY CARE, AND FREE HEALTH CLASSES, UPMC PINNACLE PROVIDES BENEFITS TO THE COMMUNITY. -UPMC PINNACLE OFFERS A VARIETY OF FREE COMMUNITY PROGRAMS THAT ARE MAKING A DIFFERENCE IN THE LIVES OF CENTRAL PENNSYLVANIANS EVERY DAY, INCLUDING:-MAMMOGRAM VOUCHER PROGRAM (MVP): UPMC PINNACLE PROVIDES WOMEN IN OUR COMMUNITY WHO ARE UNINSURED OR UNDERINSURED ACCESS TO FREE, POTENTIALLY LIFE-SAVING MAMMOGRAMS.-EAT SMART PLAY SMART (ESPS): THIS IS A FUN-FILLED EIGHT-WEEK WELLNESS PROGRAM THAT TEACHES YOUTH AGES 3-19 YEARS OLD ABOUT FITNESS, NUTRITION, AND MENTAL HEALTH TOPICS.-THE ENERGY PACK PROGRAM: THIS PROGRAM HELPS CHILDREN IN LOW-INCOME FAMILIES MEET THEIR NUTRITIONAL NEEDS DURING WEEKENDS AND HOLIDAY BREAKS. EACH WEEKEND OR HOLIDAY, PARTICIPATING CHILDREN RECEIVE A BACKPACK FILLED WITH NUTRITIOUS FOODS TO HELP THEM AVOID HUNGER AND STAY HEALTHY.-CENTER FOR ADDICTION RECOVERY: HELPING INDIVIDUALS WHO SUFFER FROM OPIOID OR ALCOHOL ADDICTION, UPMC PINNACLE OFFERS A PLACE TO GO FOR ASSISTANCE, SUPPORT AND MEDICAL TREATMENT.-SMILES: WORKING IN PARTNERSHIP WITH THE HARRISBURG AREA DENTAL SOCIETY, UPMC PINNACLE PROVIDES ACCESS TO URGENT DENTAL CARE FOR UNDERINSURED OR UNINSURED PATIENTS.-NURSE-FAMILY PARTNERSHIP (NFP): THIS PROGRAM PROVIDES CRITICAL MEDICAL AND SOCIAL SUPPORT TO LOW-INCOME, FIRST-TIME MOTHERS DURING THEIR PREGNANCIES AND THE FIRST YEARS OF THEIR CHILDREN'S LIVES.-CHILDREN'S RESOURCE CENTER (CRC): PROVIDING A SAFE, CHILD-FRIENDLY ENVIRONMENT FOR CHILDREN SUSPECTED OF HAVING BEEN ABUSED OR NEGLECTED, THE CRC IS A CHILD ADVOCACY CENTER DEDICATED TO REDUCING THE TRAUMA AND AFTERMATH OF ABUSE FOR CHILDREN AND THEIR FAMILIES.-REACCH PROGRAM: THE RESOURCES, EDUCATION, AND COMPREHENSIVE CARE FOR HIV PROGRAM OFFERS FREE AND CONFIDENTIAL HIV TESTING AS WELL AS PRIMARY HIV CARE FOR MEN, WOMEN, AND ADOLESCENTS. ITS ADDITIONAL RESOURCES INCLUDE MEDICAL, DENTAL, NUTRITIONAL, MENTAL HEALTH, AND SOCIAL SERVICES, AND ARE AVAILABLE TO ALL REGARDLESS OF THEIR ABILITY TO PAY OR INSURANCE STATUS.-DIABETES EDUCATION FOR DISPARATE POPULATIONS: TO PROVIDE CULTURALLY AND ECONOMICALLY APPROPRIATE EDUCATION THAT ENABLES PERSONS WITH DIABETES TO BETTER MANAGE THEIR DISEASE.-SUPPORT GROUPS ARE OFFERED FREE OF CHARGE TO HELP PEOPLE UNDERSTAND AND COPE WITH PARTICULAR PROBLEMS OR ILLNESSES. THEY INCLUDE DIABETES, BEREAVEMENT, CAREGIVER, TRANSPLANT, AND HEART DISEASE.-CHILDREN'S HEALTH FAIR, CONFERENCES AND LECTURES PROVIDE INFORMATION ON HEALTHY LIFESTYLES AND HEALTH CAREER SESSIONS, YOUTH HEALTH SCREENINGS, YOUTH OBESITY PREVENTION, CHILD ABUSE AWARENESS/PREVENTION AND LITERACY PROGRAMS FOR CHILDREN.COMMUNITY HEALTH EDUCATION AND SUPPORTAS ONE OF THE LARGEST PROVIDERS OF HEALTHCARE SERVICES IN THE STATE OF PENNSYLVANIA, UPMC PINNACLE HOSPITALS OFFER A VARIETY OF CLINICAL, EDUCATIONAL AND SUPPORT SERVICES FOCUSED ON IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. INCLUDED IN THESE PROGRAMS ARE:-COMMUNITY LECTURES ON A VARIETY OF TOPICS, INCLUDING CARDIOVASCULAR HEALTH, HIV/AIDS, SPORTS MEDICINE, ETHICS, AND END-OF-LIFE PLANNING.-TOBACCO CESSATION EDUCATION IN CLINICS AND THROUGHOUT THE COMMUNITY.-HEALTH EDUCATION STORIES IN THE NEWSPAPER, ON TELEVISION, ON RADIO AND HOSPITAL NEWSLETTER.-CLERGY ARE AVAILABLE TO PATIENTS AND FAMILY MEMBERS TWENTY-FOUR HOURS A DAY. VOLUNTEER CHAPLAINS PROVIDE BASIC SPIRITUAL SUPPORT, I.E., THEY PRAY WITH PATIENTS, READ SCRIPTURE AND PROVIDE SPIRITUAL RESOURCES, SUCH AS ROSARIES, CROSSES AND RELIGIOUS BOOKS. STAFF CHAPLAINS VISIT WITH PATIENTS AND FAMILIES WHEN THERE IS A CRISIS SITUATION, WHEN THERE ARE ETHICAL/MORAL DILEMMAS, AND WHEN THE PATIENT IS EXPERIENCING GRIEF, ANXIETY, DEPRESSION, LONELINESS OR PERSONAL ISSUES.-UPMC PINNACLE CANCER CENTER'S BOARD-CERTIFIED SURGEONS AND MEDICAL ONCOLOGISTS ATTACK ALL TYPES OF CANCER, SUPPORTED BY A TEAM OF PHARMACISTS, SOCIAL WORKERS, REHABILITATION AND PAIN MANAGEMENT SPECIALISTS, EACH WITH A UNIQUE AWARENESS OF PATIENT NEEDS.-THE HEART FAILURE CENTER WAS DEVELOPED IN AN EFFORT TO PROVIDE PATIENTS SUFFERING FROM HEART FAILURE WITH AN ALTERNATIVE TO FREQUENT HOSPITALIZATIONS. OUR TEAM OF EXPERIENCED HEALTHCARE PROFESSIONALS ASSISTS PATIENTS IN LEARNING THE SKILLS NEEDED TO HELP SELF-MANAGE THEIR CHRONIC ILLNESS.-THE SPINE INSTITUTE COMBINES THE EXPERTISE OF NEUROSURGEONS, ORTHOPEDIC SURGEONS, PSYCHIATRISTS, NEUROLOGISTS, PAIN MANAGEMENT SPECIALISTS, NURSES, IMAGING SERVICES AND REHABILITATION SERVICES TO TARGET EVERY PATIENT'S PARTICULAR PROBLEM AND PROVIDE OPTIMAL TREATMENT.-BUS PASSES OR TAXI FEES ARE PROVIDED TO PATIENTS AND FAMILIES MEETING THE ORGANIZATION'S FINANCIAL ASSISTANCE GUIDELINES TO ENHANCE PATIENT ACCESS TO CARE.-RESIDENT PHYSICIAN TRAINING PROGRAMS ARE AVAILABLE FOR ORTHOPEDIC SURGERY, INTERNAL MEDICINE, GENERAL SURGERY, PODIATRY, AND FAMILY PRACTICE. FELLOWSHIP PROGRAMS ARE AVAILABLE FOR SPORTS MEDICINE AND MATERNAL FETAL MEDICINE.-CONTINUING EDUCATION IS AVAILABLE FOR NURSES AND PHYSICIAN OFFICE STAFF AND FOR LOCAL COMMUNITY PROFESSIONALS SUCH AS SCHOOL NURSES.-BAILEY HOUSE IS A HOME AWAY FROM HOME. IT PROVIDES FREE OVERNIGHT LODGING AND A COMFORTABLE, SUPPORTIVE, AND NURTURING ENVIRONMENT FOR FAMILIES FROM OUTSIDE THE HARRISBURG AREA. WELLNESS AND SCREENING PROGRAMS ARE PROVIDED INCLUDING:-CHOLESTEROL SCREENINGS-PROSTATE SCREENINGS-INFANT DEVELOPMENT SCREENINGS-SPEECH AND HEARING SCREENINGS-DEPRESSION AND ANXIETY SCREENINGS-BONE DENSITY SCREENINGS-NUTRITION THERAPY EDUCATION PROGRAMS-LEAD POISONING SCREENINGS

4b	(Code: ) (Expenses $ 39,963,373 including grants of $ 0 ) (Revenue $ 23,287,898 )
	UPMC PINNACLE EMERGENCY DEPARTMENT SERVICESUPMC PINNACLE EMERGENCY DEPARTMENT IS A TAX EXEMPT, NON-PROFIT CORPORATION ENGAGED IN PROVIDING PROFESSIONAL SERVICES IN EMERGENCY MEDICINE.EMERGENCY SERVICESTWENTY-FOUR HOUR MEDICAL EMERGENCY SERVICE IS PROVIDED IN THREE EMERGENCY DEPARTMENTS, (HARRISBURG HOSPITAL, COMMUNITY GENERAL HOSPITAL, AND WEST SHORE HOSPITAL) STAFFED BY PHYSICIANS AND NURSES SPECIALIZING IN EMERGENCY MEDICINE AND SUPPORT PERSONNEL. SERVICES ARE OPEN TO ALL PERSONS WITHOUT REGARD TO AGE, SEX, RACE, RELIGION, NATIONAL ORIGIN, HANDICAP OR ABILITY TO PAY. MEDICAL COVERAGE IS GIVEN FOR COMMUNITY SPORTING EVENTS. CPR TRAINING PROGRAMS ARE OFFERED TO COMMUNITY GROUPS AND ORGANIZATIONS.TWENTY-FOUR HOUR EMERGENCY MEDICAL COMMAND IS PROVIDED FOR THE TRI-COUNTY AREA.DURING FISCAL YEAR 2019, UPMC PINNACLE HOSPITALS TREATED 138,917 PATIENTS IN ITS THREE EMERGENCY DEPARTMENTS. THIS WAS A DECREASE OF 1,128 PATIENTS OVER THE PRIOR YEAR.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses814,212,001

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)				(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
(A) Name and Title
(18) ALISON BERNHARDT........................................................................ VP, CORP ACCT&RPT/CFO (BEG. 1/20)	10.00 .......................30.00	X			0	379,089	12,862
(19) THOMAS STONER........................................................................ VP, HOSPITALIST SERVICES	40.00 .......................		X		651,243	0	32,961
(20) CRAIG SKUCENSKI........................................................................ VP, EMERGENCY MEDICINE	40.00 .......................		X		606,874	0	35,711
(21) CARSON ADAMS........................................................................ PHYSICIAN	40.00 .......................		X		485,676	0	25,129
(22) CHRISTIAN CAICEDO MD........................................................................ SVP & PRESIDENT, DAUPHIN DIV.	40.00 .......................		X		664,138	0	35,294
(23) JED SPRUCE SEITZINGER........................................................................ PHYSICIAN	40.00 .......................		X		473,534	0	35,150
(24) MICHAEL A YOUNG........................................................................ FORMER PRESIDENT/CEO (RES. 3/17)	0.00 .......................			X	0	1,035,976	9,539

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	3,000,632	5,054,286	335,535

1a	Federated campaigns..		1a	24,000
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	127,847
e	Government grants (contributions)		1e	1,557,000

f	All other contributions, gifts, grants, and similar amounts not included above		1f	17,020,097

g	Noncash contributions included in lines 1a - 1f:$
h Total. Add lines 1a-1f.......		18,728,944

		Business Code
2a	PATIENT REVENUE, NET	621500	1,071,360,348	1,071,360,348
b	COMMUNITY PROG. INC.	900099	4,581,268	4,581,268
c	RETAIL PHARMACY	900099	3,266,680	3,266,680
d	CONTRACTED MEDICAL SERVICES	621990	2,006,724	2,006,724
e	BUNDLED PAYMENTS	900099	1,832,085	1,832,085
f	All other program service revenue.		1,160,643	1,160,643
g	Total. Add lines 2a–2f ....		1,084,207,748

3 Investment income (including dividends, interest, and othersimilar amounts) ......			950,700		538,983	411,717
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents		11,889,336
b	Less: rental expenses		12,204,814
c	Rental income or (loss)		-315,478
d	Net rental income or (loss)......			-315,478			-315,478
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory	3,000	50,014,723
b	Less: cost or other basis and sales expenses	126,084	46,292,751
c	Gain or (loss)	-123,084	3,721,972
d	Net gain or (loss).....			3,598,888			3,598,888
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..
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..
10a	Gross sales of inventory, less returns and allowances ..
	a		447,966
b	Less: cost of goods sold ..b		278,591
c	Net income or (loss) from sales of inventory..			169,375			169,375
Business Code			Miscellaneous Revenue
11a	CAFETERIA SALES		900099	706,868			706,868
b	PARKING FEES		900099	272,092			272,092
c	ADMIN SVCS - JC BLAIR		900099	223,937			223,937
d	All other revenue ....			494,943			494,943
e	Total. Add lines 11a–11d ......			1,697,840
12	Total revenue. See Instructions......			1,109,038,017	1,084,207,748	538,983	5,562,342

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21	10,696	10,696
2	Grants and other assistance to domestic individuals. See Part IV, line 22
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	341,487,412	308,562,817	32,924,595
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	14,283,351	12,906,218	1,377,133
9	Other employee benefits .......	38,450,923	34,743,668	3,707,255
10	Payroll taxes ...........	22,873,790	20,668,408	2,205,382
11	Fees for services (non-employees):
a	Management ......	81,396,650	40,698,325	40,698,325
b	Legal .........	115,888	59,103	56,785
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	542,708		542,708
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	103,657,109	89,580,692	14,076,417
12	Advertising and promotion ....	1,272,471	1,071,190	201,281
13	Office expenses .......	5,743,671	4,185,058	1,558,613
14	Information technology ......	38,106,607	26,610,407	11,496,200
15	Royalties ..
16	Occupancy ...........	41,785,118	28,821,269	12,963,849
17	Travel ............	1,234,058	905,880	328,178
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	1,646,295	1,504,684	141,611
20	Interest ...........	1,178,460	883,845	294,615
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	57,909,529	50,838,396	7,071,133
23	Insurance ...	8,047,590	8,047,590
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL SUPPLIES	117,416,114	117,416,114
b	UBIT TAXES	1,195,440		1,195,440
c	PHARMACY	50,923,096	50,923,096
d	MEDICAID COST REDUCTION	18,776,439		18,776,439
e	All other expenses	18,901,761	15,774,545	3,127,216
25	Total functional expenses. Add lines 1 through 24e	966,955,176	814,212,001	152,743,175	0
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,600	1	2,750
2	Savings and temporary cash investments .........				2	23,515,305
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			102,037,303	4	122,276,196
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
					6
7	Notes and loans receivable, net ....			932,705	7	1,705,807
8	Inventories for sale or use ........			23,201,419	8	16,292,409
9	Prepaid expenses and deferred charges ......			12,691,717	9	13,315,038
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	591,634,599
b	Less: accumulated depreciation	10b	129,992,350	463,778,789	10c	461,642,249
11	Investments—publicly traded securities .			256,549,521	11	261,023,144
12	Investments—other securities. See Part IV, line 11 .....			24,236,151	12	19,514,792
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			4,974,626	15	6,992,906
16	Total assets. Add lines 1 through 15 (must equal line 34)...			888,404,831	16	926,280,596

17	Accounts payable and accrued expenses .....	204,006,831	17	162,205,581
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..	31,303,054	23	27,043,877
24	Unsecured notes and loans payable to unrelated third parties ..		24
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	3,809,400	25	15,755,155
26	Total liabilities. Add lines 17 through 25..	239,119,285	26	205,004,613

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	596,166,798	27	673,644,637
28	Temporarily restricted net assets ...........	24,827,012	28	31,282,514
29	Permanently restricted net assets	28,291,736	29	16,348,832
	Organizations that do not follow SFAS 117 (ASC 958), check here 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 ...........	649,285,546	33	721,275,983
34	Total liabilities and net assets/fund balances ........	888,404,831	34	926,280,596