Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
A For the 2023 calendar year, or tax year beginning 07-01-2023 , and ending 06-30-2024
BCheck if applicable:
CName of organization
UPMC Washington
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
155 Wilson Avenue
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Washington, PA15301
D Employer identification number

25-0965600
E Telephone number

G Gross receipts $ 280,226,609
F Name and address of principal officer:
Brook T Ward
155 Wilson Avenue
Washington,PA15301
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.whs.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1897
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: UPMC WASHINGTON IS A COMMUNITY HOSPITAL DEDICATED TO IMPROVING HEALTH / PROVIDING PATIENT CARE TO ALL PERSONS WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, DISABILITY OR ABILITY TO PAY.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
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 2023 (Part V, line 2a) ...... 5 1,859
6 Total number of volunteers (estimate if necessary) ............. 6 186
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,338,400
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 8,195,498 1,023,318
9 Program service revenue (Part VIII, line 2g) ......... 246,583,300 262,893,124
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 19,040,030 10,527,542
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,742,559 2,235,042
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 276,561,387 276,679,026
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 34,584 36,634
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 140,378,538 138,656,342
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 118,936,021 121,642,975
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 259,349,143 260,335,951
19 Revenue less expenses. Subtract line 18 from line 12....... 17,212,244 16,343,075
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 376,104,202 341,423,761
21 Total liabilities (Part X, line 26)............. 104,998,728 48,033,517
22 Net assets or fund balances. Subtract line 21 from line 20..... 271,105,474 293,390,244
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2023)
Form 990 (2023)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: UPMC WASHINGTON IS A SECULAR, NOT-FOR-PROFIT COMMUNITY HOSPITAL DEDICATED TO IMPROVING THE HEALTH STATUS OF THE COMMUNITY AND PROVIDING QUALITY PATIENT CARE TO ALL PERSONS WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, DISABILITY OR ABILITY TO PAY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 105,359,787 including grants of $ 0 ) (Revenue $ 117,833,670 )
A WIDE VARIETY OF OUTPATIENT SERVICES WERE PROVIDED TO THE COMMUNITY INCLUDING LAB, RADIOLOGY, SURGICAL, OBSERVATION, EMERGENCY AND THERAPEUTIC SERVICES. APPROXIMATELY 259,000 OUTPATIENT VISITS WERE PERFORMED DURING THE YEAR. SERVICES WERE RENDERED REGARDLESS OF THE PATIENT'S ABILITY TO PAY. ALL QUALITY MEASURES REQUIRED BY MEDICARE AND MAJOR INSURANCE CARRIERS WERE MET. 14% OF THE OUTPATIENT VISITS WERE MEDICAL ASSISTANCE (MEDICAID); 44% OF THE OUTPATIENT VISITS WERE MEDICARE.
4b (Code:   ) (Expenses $ 86,238,678 including grants of $ 0 ) (Revenue $ 90,678,547 )
INPATIENT ACUTE SERVICES WERE PROVIDED TO 7,858 PATIENTS IN THE COMMUNITY. UPMC WASHINGTON PROVIDES A WIDE ARRAY OF MEDICAL AND SURGICAL SERVICES. SURGICAL SPECIALTIES INCLUDE NEUROSURGERY, CARDIOLOGY, CARDIOTHORACIC SURGERY, ORTHOPEDICS, OBSTETRICS, GYNECOLOGY, GASTROENTEROLOGY, UROLOGY AND GENERAL SURGERY. SERVICES WERE RENDERED REGARDLESS OF A PATIENT'S ABILITY TO PAY. ALL QUALITY MEASURES REQUIRED BY MEDICARE AND MAJOR INSURANCE CARRIERS WERE MET. 17% OF THE INPATIENT CASES WERE MEDICAL ASSISTANCE (MEDICAID); 65% OF THE PATIENT CASES WERE MEDICARE.
4c (Code:   ) (Expenses $ 6,361,507 including grants of $ 0 ) (Revenue $ 5,830,234 )
THE HOSPITAL SUPPORTS A 30 BED INPATIENT BEHAVIORAL HEALTH UNIT. IT IS ONE OF THE LARGEST UNITS OF ITS KIND IN THE HOSPITAL'S EXTENDED SERVICE AREA AND SERVED 837 PATIENTS THIS YEAR. SERVICES ARE RENDERED TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. THE UNIT HAS A VERY HIGH PERCENTAGE OF PATIENTS WITH MEDICAL ASSISTANCE (MEDICAID) (50%) AND 4% WHO ARE UNINSURED.
(Code:   ) (Expenses $ 23,692,001 including grants of $ 36,634 ) (Revenue $ 50,146,531 )
OTHER PROGRAM SERVICES INCLUDE A MULTITUDE OF ACTIVITIES PERFORMED BY THE HOSPITAL TO DO BUSINESS IN THE COMMUNITY AND PROVIDE VALUABLE COMMUNITY BENEFITS. ACTIVITIES IN THIS CATEGORY INCLUDE, BUT ARE NOT LIMITED TO, A TEENAGE ABSTINENCE EDUCATION PROGRAM, A FAMILY PRACTICE RESIDENCY PROGRAM, A SCHOOL OF NURSING, A SCHOOL FOR X-RAY TECHNICIANS, HOSPICE SERVICES, CERTAIN EMERGENCY DEPARTMENT SERVICES, OPERATION OF A WELLNESS CENTER, RENTAL ACTIVITIES, AND OPERATION OF AN EMPLOYEE CAFETERIA.
4d Other program services (Describe in Schedule O.)
(Expenses $ 23,692,001 including grants of $ 36,634 ) (Revenue $ 50,146,531 )
4e Total program service expenses221,651,973
Form 990 (2023)
Form 990 (2023)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2023)
Form 990 (2023)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
132
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2023)
Form 990 (2023)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,859
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2023)
Form 990 (2023)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
10
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
 
No
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
No
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
PA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
Brook T Ward155 Wilson Avenue   Washington,PA15301 (724) 223-3007
Form 990 (2023)
Form 990 (2023)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Arthur Gabriel......................................................................
Vice Chairperson
2.0
.................
3.0
X   X       0 0 0
(2) BROOK T WARD......................................................................
CEO & Board member through 05/31/24, then President
40.0
.................
12.0
X   X       782,413 0 28,905
(3) DANIEL MILLER......................................................................
Chairperson
2.0
.................
3.0
X   X       0 0 0
(4) Mark Backeris DO......................................................................
Secretary through 05/31/24, then board member
2.0
.................
2.0
X   X       0 0 0
(5) Robert Young......................................................................
Treasurer through 05/31/24
2.0
.................
3.0
X   X       0 0 0
(6) Amy Smiley......................................................................
Board Member beginning 06/01/24
1.0
.................
2.0
X           0 0 0
(7) Ben Minor......................................................................
Board Member beginning 06/01/24
1.0
.................
2.0
X           0 0 0
(8) CHARLES R GUTHRIE......................................................................
BOARD MEMBER through 05/31/24
1.0
.................
1.0
X           0 0 0
(9) Donald Yealy MD......................................................................
Board Member beginning 06/01/24
1.0
.................
1.0
X           0 1,561,697 169,923
(10) E Alex Paris......................................................................
Board Member beginning 06/01/24
1.0
.................
2.0
X           0 0 0
(11) Elizabeth Wild......................................................................
Board Member beginning 06/01/24
1.0
.................
1.0
X           0 954,179 111,385
(12) Howard Goldberg MD......................................................................
Board Member through 05/31/24
1.0
.................
41.0
X           0 517,491 28,073
(13) Jared Weiner......................................................................
Board Member beginning 06/01/24
1.0
.................
1.0
X           0 435,166 44,837
(14) Jeffrey Conn......................................................................
Board Member beginning 06//01/24
1.0
.................
2.0
X           0 0 0
(15) Joel Yuhas......................................................................
Board Member beginning 06/01/24
1.0
.................
1.0
X           0 1,599,094 178,449
(16) Kim Orth......................................................................
Board Member beginning 06/01/24
1.0
.................
1.0
X           0 799,106 125,168
(17) Mary Beth Brown......................................................................
Board Member through 05/31/24
1.0
.................
2.0
X           0 0 0
Form 990 (2023)
Form 990 (2023)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (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)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Mike Lauderbaugh........................................................................
Board Member
1.0
.......................2.0
X           0 0 0
(19) Sarah White DO........................................................................
Board Member through 05/31/24
1.0
.......................1.0
X           0 0 0
(20) Sheila Stewart........................................................................
Board Member beginning 06/01/24
1.0
.......................2.0
X           0 0 0
(21) Traci McDonald-Kemp........................................................................
Board Member beginning 06/01/24
1.0
.......................2.0
X           0 0 0
(22) ALISA R RUCKER........................................................................
VP FINANCE / CFO
40.0
.......................10.0
      X     496,841 0 28,493
(23) John Six MD........................................................................
Executive VP / COO & CMO
40.0
.......................5.0
      X     502,090 0 28,914
(24) KAREN BRAY........................................................................
VP PATIENT CARE SERVICES
40.0
.......................5.0
      X     310,334 0 25,704
(25) RODNEY LOUK........................................................................
Executive VP / COO
40.0
.......................10.0
      X     532,990 0 21,295
(26) Anne Roslonski........................................................................
Physician
40.0
.......................0.0
        X   429,886 0 17,626
(27) Barbara McCullough........................................................................
VP Human Resources
40.0
.......................5.0
        X   379,800 0 27,718
(28) Marcus Magister........................................................................
Physician
40.0
.......................0.0
        X   443,115 0 27,223
(29) Monica Smith DO........................................................................
Physician
40.0
.......................0.0
        X   500,161 0 25,423
(30) Sandra Hlipala........................................................................
Director of Emergency Services
40.0
.......................0.0
        X   358,863 0 20,816
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 4,736,493 5,866,733 909,952
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 284
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
Keystone Anesthesia Consultants

2000 Oxford Drive Suite 303
Bethel Park,PA15102
Anesthesia Services 3,908,350
Emcare Inc

100 Witmer Rd Suite 220
Horsham,PA19044
Physician Services 3,465,689
WTS

3200 Tower Oaks Blvd Suite 400
Rockville,MD20852
Wellness Services 2,441,112
Cura Hospitality

PO Box 743676
Atlanta,GA30374
Meal Services 1,428,118
Quest Diagnostics

PO Box 645740
Pittsburgh,PA15264
Laboratory Services 1,374,441
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 24
Form 990 (2023)
Form 990 (2023)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 0
b Membership dues..1b 0
c Fundraising events..1c 0
d Related organizations1d 1,023,318
e Government grants (contributions)1e 0
f All other contributions, gifts, grants, and similar amounts not included above1f 0
g Noncash contributions included in lines 1a - 1f:$ 1g 0
h Total. Add lines 1a-1f....... 1,023,318
 Program Service RevenueAmt Business Code
2a HOSPITAL IP AND OP SERVICES 900099 255,052,367 251,991,692 3,060,675 0
b WELLNESS CENTER 713940 3,969,567 3,969,567 0 0
c EDUCATION/TUITION 611600 1,057,189 1,057,189 0 0
d DRUG SALES 446110 2,104,107 2,102,157 1,950 0
e SERVICES TO AFFILIATES 541900 140 140 0 0
f All other program service revenue. 709,754 598,519 111,235 0
g Total. Add lines 2a–2f ..... 262,893,124
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 10,459,986 0 0 10,459,986
4 Income from investment of tax-exempt bond proceeds 0 0 0 0
5 Royalties........... 0 0 0 0
(i) Real (ii) Personal
6a Gross rents 6a 3,604,270 0
b Less: rental expenses 6b 3,129,626 0
c Rental income or (loss) 6c 474,644 0
d Net rental income or (loss)....... 474,644 0   474,644
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 0 67,556
b Less: cost or other basis and sales expenses 7b 0 0
c Gain or (loss) 7c 0 67,556
d Net gain or (loss)......... 67,556 0 0 67,556
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events.. 0 0 0
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0 0 0 0
10a Gross sales of inventory, less
returns and allowances ..
10a 389,511
b Less: cost of goods sold .. 10b 417,957
c Net income or (loss) from sales of inventory.. -28,446 -28,446 0 0
 OtherRevenueMiscAmt
Business Code
11a CAFETERIA SALES 900099 810,339 725,811 84,528 0
b PARKING REVENUE 812930 627,992 627,992 0 0
c REBATES 900099 72,536 72,536 0 0
d All other revenue .... 277,977 197,965 80,012 0
e Total. Add lines 11a–11d ...... 1,788,844
12 Total revenue. See instructions..... 276,679,026 261,315,122 3,338,400 11,002,186
Form 990 (2023)
Form 990 (2023)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 0 0
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 36,634 36,634
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0 0
4 Benefits paid to or for members ....... 0 0
5 Compensation of current officers, directors, trustees, and key employees ........... 2,757,978 2,260,715 497,263 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0 0 0 0
7 Other salaries and wages........ 112,559,911 92,265,359 20,294,552 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,558,657 2,097,331 461,326 0
9 Other employee benefits ....... 13,051,941 10,698,676 2,353,265 0
10 Payroll taxes ........... 7,727,855 6,334,523 1,393,332 0
11 Fees for services (non-employees):        
a Management ...... 75,270 75,270 0 0
b Legal ......... 1,475,813 0 1,475,813 0
c Accounting ........... 237,907 0 237,907 0
d Lobbying ........... 79,880 0 79,880 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 0 0 0 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 33,565,001 27,513,231 6,051,770 0
12 Advertising and promotion .... 1,111,423 911,033 200,390 0
13 Office expenses ....... 2,340,662 1,918,641 422,021 0
14 Information technology ...... 274,707 225,177 49,530 0
15 Royalties .. 0 0 0 0
16 Occupancy ........... 3,562,778 2,920,409 642,369 0
17 Travel ............ 180,985 148,353 32,632 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0 0 0 0
19 Conferences, conventions, and meetings .... 0 0 0 0
20 Interest ........... 960,751 960,751 0 0
21 Payments to affiliates ....... 0 0 0 0
22 Depreciation, depletion, and amortization .. 12,025,104 9,856,978 2,168,126 0
23 Insurance ... 5,670,319 4,174,935 1,495,384 0
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 50,051,754 50,051,754 0 0
b MEDICAL ASSISTANCE TAX ASSESSMENT 5,435,959 5,435,959 0 0
c MAINTENANCE & REPAIRS 1,201,007 984,465 216,542 0
d SERVICE CHARGES 67,334 55,194 12,140  
e All other expenses 3,326,321 2,726,585 599,736 0
25 Total functional expenses. Add lines 1 through 24e 260,335,951 221,651,973 38,683,978 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).        
Form 990 (2023)
Form 990 (2023)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 24,192,253 1 37,491,264
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 24,592,260 4 25,453,902
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 2,696,629 7 5,233,095
8 Inventories for sale or use ............ 2,031,852 8 2,159,559
9 Prepaid expenses and deferred charges ...... 11,166,958 9 7,074,254
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 326,450,597
b Less: accumulated depreciation 10b 236,091,836 98,976,649 10c 90,358,761
11 Investments—publicly traded securities . 168,731,759 11 2,085,089
12 Investments—other securities. See Part IV, line 11 ..... 0 12  
13 Investments—program-related. See Part IV, line 11 .. 23,508,956 13 22,255,395
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 20,206,886 15 149,312,442
16 Total assets. Add lines 1 through 15 (must equal line 33)... 376,104,202 16 341,423,761
Liabilities 17 Accounts payable and accrued expenses ..... 35,378,997 17 31,338,968
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 46,205,196 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 23,414,535 25 16,694,549
26 Total liabilities. Add lines 17 through 25.. 104,998,728 26 48,033,517
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 251,365,841 27 252,956,639
28 Net assets with donor restrictions ........... 19,739,633 28 40,433,605
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds ..... 0 29 0
30 Paid-in or capital surplus, or land, building or equipment fund ... 0 30 0
31 Retained earnings, endowment, accumulated income, or other funds 0 31 0
32 Total net assets or fund balances ........... 271,105,474 32 293,390,244
33 Total liabilities and net assets/fund balances ........ 376,104,202 33 341,423,761
Form 990 (2023)
Form 990 (2023)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
276,679,026
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
260,335,951
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
16,343,075
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
271,105,474
5
Net unrealized gains (losses) on investments ...............
5
7,537,266
6
Donated services and use of facilities .................
6
0
7
Investment expenses .....................
7
0
8
Prior period adjustments .....................
8
0
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-1,595,571
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
293,390,244
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2023)
Form 990 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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 instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
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.)
1
A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2
A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)
3
A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).
4
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:

5
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.)
6
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7
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.)
8
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9
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:
10
An organization that normally receives: (1) more than 33 1/3% 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 33 1/3% 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.)
11
12
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 on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
a
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.
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.
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.
d
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.
e
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.
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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  
12
12
 
13
First 5 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
14
14
 
15
15
 
16a
33 1/3% support test—2023. 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
b
33 1/3% support test—2022. 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—2023. 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
b
10%-facts-and-circumstances test—2022. 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
18
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) 2023

Schedule A (Form 990) 2023
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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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) right arrow (a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) 2023 (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 on 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.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2023. 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
b
33 1/3 % support tests—2022. 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
20
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) 2023

Schedule A (Form 990) 2023
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
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.
1
 
 
2
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).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
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.
3b
 
 
c
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.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
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.
4b
 
 
c
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.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).
5a
 
 
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
 
7
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) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
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.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on 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.
9c
 
 
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
 
 
b
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) 2023

Schedule A (Form 990) 2023
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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.
1
 
 
2
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.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
By reason of the relationship described in line 2 above, 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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
Did the activities described on line 2a, above 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990) 2023

Schedule A (Form 990) 2023
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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 0.015 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 0.035 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  
7
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) 2023

Schedule A (Form 990) 2023
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2023 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2023
(iii)
Distributable
Amount for 2023
1 Distributable amount for 2023 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2023:
a From 2018.......  
b From 2019.......  
c From 2020.......  
d From 2021.......  
e From 2022.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2023 distributable amount  
i Carryover from 2018 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2023 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2023 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2023, 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 2023. 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 2024. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2019.....  
b Excess from 2020.....  
c Excess from 2021.....  
d Excess from 2022.....  
e Excess from 2023.....  
Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023
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) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
UPMC Washington
 
Employer identification number
25-0965600
Part I
Contributors
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
UPMC Washington
 
Employer identification number

25-0965600
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
UPMC Washington
 
Employer identification number

25-0965600
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE C
(Form 990)

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2022

Schedule C (Form 990) 2022
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2019 (b) 2020 (c) 2021 (d) 2022 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2022


Schedule C (Form 990) 2022
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
79,880
j
Total. Add lines 1c through 1i ....................................................................................................
79,880
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures. See Instructions .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY LOBBYING COSTS REPORTED IN PART II-B LINE I CONSIST OF THE PORTION OF MEMBERSHIP DUES ATTRIBUTABLE TO LOBBYING ACTIVITIES AS WELL AS AMOUNTS PAID TO A LOBBYING FIRM FOR LEGISLATIVE ADVOCACY AND UPDATES ON HEALTHCARE ISSUES THAT MAY IMPACT THE ORGANIZATION.
Schedule C (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow 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.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
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 ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
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)? .............................
9
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.
1a
If the organization elected, as permitted under FASB 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.
b
If the organization elected, as permitted under FASB 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 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part 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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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 ..... 0 13,827,628 13,827,628
b Buildings .... 0 177,951,379 134,560,449 43,390,930
c Leasehold improvements 0 0 0 0
d Equipment .... 0 134,671,590 101,531,387 33,140,203
e Other ..... 0 0 0 0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 90,358,761
Schedule D (Form 990) 2022

Schedule D (Form 990) 2022
Page 3
Part VII
Investments - Other 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.)right arrow  
Part VIII
Investments - Program 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)Investments in Affiliates & Related Long Term Receivables 22,255,395 F
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow 22,255,395
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)ASSETS HELD AT PARENT 91,279,374
(2)RIGHT OF USE ASSETS-LEASES 2,660,517
(3)ASSETS HELD FOR SALE 6,806,210
(4)OTHER ASSETS 8,132,736
(5)BENEFICIAL INTEREST IN FOUNDATION 40,433,605
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 149,312,442
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 0
DUE TO THIRD PARTY PAYORS 3,074,951
POST-RETIREMENT BENEFIT OBLIGATION 913,752
INSURANCE LIABILITIES 9,198,584
OPERATING LEASE LIABILITIES 2,660,517
OTHER LIABILITIES 846,745




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 16,694,549
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) 2022

Schedule D (Form 990) 2022
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
Schedule D (Form 990) 2022


Additional Data


Software ID: 23017437
Software Version: 2023v6.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right arrow Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right arrow Attach to Form 990.Right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
Central America and the Caribbean     Investments   3,628,819
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 3,628,819
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 3,628,819
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2023
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Cash
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2023
Additional Data


Software ID: 23017437
Software Version: 2023v6.0



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) 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:
3a
Yes
 
%
b
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: . . . . . . . .
3b
Yes
 
%
c
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.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
No
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    406,447 0 406,447 0.16 %
b Medicaid (from Worksheet 3, column a) . . . . .     34,294,884 18,541,245 15,753,639 6.05 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .     0 0 0 0 %
d Total Financial Assistance and Means-Tested Government Programs . . . . . 0 0 34,701,331 18,541,245 16,160,086 6.21 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,711,158 318,978 1,392,180 0.53 %
f Health professions education (from Worksheet 5) . . .     16,467,936 8,688,890 7,779,046 2.99 %
g Subsidized health services (from Worksheet 6) . . . .     97,674,853 72,738,644 24,936,209 9.58 %
h Research (from Worksheet 7) .     0 0 0 0 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     79,797 0 79,797 0.03 %
j Total. Other Benefits . . 0 0 115,933,744 81,746,512 34,187,232 13.13 %
k Total. Add lines 7d and 7j . 0 0 150,635,075 100,287,757 50,347,318 19.34 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing     0 0 0 0 %
2 Economic development     0 0 0 0 %
3 Community support     0 0 0 0 %
4 Environmental improvements     0 0 0 0 %
5 Leadership development and
training for community members
    0 0 0 0 %
6 Coalition building     0 0 0 0 %
7 Community health improvement advocacy     0 0 0 0 %
8 Workforce development     93,043 0 93,043 0.04 %
9 Other     90,000 0 90,000 0.03 %
10 Total 0 0 183,043 0 183,043 0.07 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
7,935,500
3
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. ......
3
 
4
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
5
Enter total revenue received from Medicare (including DSH and IME).....
5
28,955,596
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
36,050,356
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-7,094,760
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(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 %
1WPHO
 
LOCAL HEALTHCARE NETWORK 50 % 0.63 % 49.37 %
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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?1Name, 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)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 UPMC WASHINGTON
155 WILSON AVENUE
WASHINGTON,PA15301
www.whs.org
230201
X X   X     X      
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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 WASHINGTON
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):
1
Yes No
Community Health Needs Assessment
1 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?........................ 1   No
2 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............... 2   No
3 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...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 21
5 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 ................. 5 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.................................. 6a Yes  
b 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. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 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. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): https://whs.org/patient-guests/quality-and-safety/
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 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   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c 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) 2023
Schedule H (Form 990) 2023
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
UPMC WASHINGTON
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 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):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
https://whs.org/patient-guests/#_tab-985f3f5e473efded214
b
https://whs.org/patient-guests/#_tab-985f3f5e473efded214
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 6
Part VFacility Information (continued)

Billing and Collections
UPMC WASHINGTON
Name of hospital facility or letter of facility reporting group  
Yes No
17 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?.................................. 17 Yes  
18 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:
a
b
c
d
e
f
19 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?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 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):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 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?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
UPMC WASHINGTON
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 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? ............................... 23   No
If "Yes," explain in Section C.
24 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? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
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, 20a, 20b, 20c, 20d, 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
Schedule H, Part V, Section B, Line 5 Facility , 1 Facility , 1 - UPMC Washington. IN ORDER TO TAKE INTO ACCOUNT INPUT FROM THE COMMUNITY THAT THE HOSPITAL SERVES, THE ASSESSMENT INCLUDED A RANDOM COMMUNITY SURVEY AS WELL AS COMMUNITY FEEDBACK MEETINGS AND SURVEYS WITH THE FOLLOWING COMMUNITY GROUPS: PATIENT AND FAMILY CENTERED CARE COMMITTEE OF UPMC WASHINGTON WASHINGTON PHYSICIAN HOSPITAL ORGANIZATION
Schedule H, Part V, Section B, Line 6a Facility , 1 Facility , 1 - UPMC Washington. The Community Health Needs Assessment was conducted in conjunction with the following hospitals: UPMC Greene, a hospital located in Waynesburg, PA Penn Highlands Mon Valley Hospital
Schedule H, Part V, Section B, Line 11 Facility , 1 Facility , 1 - UPMC Washington. THE NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT WERE REVIEWED AND PRIORITIZED BASED ON MAGNITUDE OF THE NEED, POTENTIAL IMPACT ON THE COMMUNITY HEALTH, COST, ENVIRONMENTAL FACTORS AND PRACTICALITY. AN IMPLEMENTATION PLAN WAS DEVELOPED AND APPROVED BY THE BOARD OF TRUSTEES. THE HOSPITAL WILL FOCUS THE IMPLEMENTATION ON TREATING TWO OF THE TOP NEEDS, REDUCTION OF THE COLORECTAL CANCER DEATH RATE AND REDUCTION OF THE LUNG CANCER DEATH RATE. THE FOLLOWING ARE SOME OF THE HEALTH NEEDS NOT BEING ADDRESSED IN THE INITIAL IMPLEMENTATION STRATEGY: YEARS OF POTENTIAL LIFE LOST DRUG OVERDOSE DEATHS CORONARY HEART DISEASE DEATHS COPD DEATHS BREAST CANCER DEATHS
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 9
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?14
Name and address Type of Facility (describe)
1 TRI-STATE SURGERY CENTER
95 LEONARD AVENUE
WASHINGTON,PA15301
SURGERY CENTER
2 WILFRED R CAMERON WELLNESS CENTER
240 WELLNESS WAY
WASHINGTON,PA15301
WELLNESS CENTER
3 UPMC WASHINGTON FAMILY MEDICINE CTR
95 LEONARD AVENUE
WASHINGTON,PA15301
FAMILY MEDICINE
4 TWH LAB & RADIOLOGY CENTER
67 EAST PIKE STREET
CANONSBURG,PA15317
LAB STATIONS & OUTPATIENT RADIOLOGY
5 WOUND & SKIN HEALING CENTER
208 WELLNESS WAY
WASHINGTON,PA15301
OUTPATIENT OFFICE
6 UPMC WASHINGTON FAMILY MEDICINE CTR
67 EAST PIKE STREET
CANONSBURG,PA15317
FAMILY MEDICINE
7 TWH LAB & RADIOLOGY CENTER
3415 MILLERS RUN
CECIL,PA15321
LAB STATIONS & OUTPATIENT RADIOLOGY
8 CHILDREN'S THERAPY CENTER
1000 WATERDAM PLAZA DRIVE
MCMURRAY,PA15317
CHILDREN'S THERAPY
9 DIABETES EDUCATION & MANAGEMENT PROGRAM
95 LEONARD AVENUE
WASHINGTON,PA15301
OUTPATIENT OFFICE
10 CHILDREN'S THERAPY CENTER
289 NORTH AVENUE
WASHINGTON,PA15301
CHILDREN'S THERAPY
11 TWH LAB & RADIOLOGY CENTER
343 E ROY FURMAN HIGHWAY
WAYNESBURG,PA15370
LAB STATIONS & OUTPATIENT RADIOLOGY
12 TWH LAB & RADIOLOGY CENTER
4198 WASHINGTON ROAD
MCMURRAY,PA15317
LAB STATIONS & OUTPATIENT RADIOLOGY
13 UPMC WASHINGTON FAMILY MEDICINE CTR
3415 MILLERS RUN ROAD
CECIL,PA15321
FAMILY MEDICINE
14 TWH LAB & RADIOLOGY CENTER
95 LEONARD AVE
WASHINGTON,PA15301
LAB STATIONS & OUTPATIENT RADIOLOGY
Schedule H (Form 990) 2023
Schedule H (Form 990) 2023
Page 10
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
Schedule H, Part I, Line 7 Column F - Bad Debt Expense BAD DEBT EXPENSE OF $7,935,500 IS NOT INCLUDED IN THE EXPENSES IN THE LINE 7 PERCENT OF TOTAL EXPENSES CALCULATION.
Schedule H, Part V, Section B, Line 20 Indicate efforts made before before any actions LINE 20 WAS LEFT BLANK BECAUSE NONE OF THE ACTIONS DESCRIBED IN LINE 19 ARE PERMITTED UNDER OUR POLICY
Schedule H, Part I, Line 7 Explanation of costing methodology used for calculating line 7 table THE HOSPITAL'S COST-TO-CHARGE RATIOS WERE USED TO CALCULATE ALL AMOUNTS REPORTED ON LINE 7. ALTHOUGH WORKSHEET 2 WAS NOT USED TO CALCULATE THIS RATIO, WE PREPARED A SIMILAR CALCULATION THAT WE FEEL IS MORE DETAILED. SIMILAR TO WORKSHEET 2, WE STARTED WITH OUR OVERALL COST-TO-CHARGE RATIO AND ADJUSTED FOR THE COMMUNITY BENEFITS INCLUDED IN PART I AND THE MEDICAID PROVIDER TAXES WE PAID.
Schedule H, Part II Describe how community building activities promote the health of the community THE HOSPITAL'S COMMUNITY BUILDING ACTIVITIES CONSIST OF EMERGENCY PREPAREDNESS PREPARATION AND TRAINING, PHYSICIAN RECRUITMENT IN SPECIALTIES THAT ARE UNDER SERVED IN OUR AREA AND VOLUNTARY PAYMENTS IN LIEU OF TAXES TO THE CITY AND SCHOOL DISTRICT. THE HOSPITAL HAS DEVELOPED POLICIES AND PROCEDURES TO FOLLOW IN THE EVENT OF DIFFERENT COMMUNITY EMERGENCIES AND CONDUCTS REGULAR DRILLS TO HELP ENSURE PREPAREDNESS. THE HOSPITAL ALSO REGULARLY REVIEWS THE TYPES OF PHYSICIANS PRACTICING IN THE AREA AND ACTIVELY RECRUITS PHYSICIANS IN THOSE AREAS THAT ARE UNDER SERVED.
Schedule H, Part I, Line 7g SUBSIDIZED HEALTH SERVICES PROGRAMS REPORTED AS SUBSIDIZED HEALTH SERVICES INCLUDE HOSPITAL BASED PROGRAMS WHOSE PURPOSE IS TO SERVE A MEDICAL NEED TO THE COMMUNITY, THE LARGEST BEING AN INPATIENT PSYCHIATRIC UNIT. SERVICES PROVIDED TO MEDICARE RECIPIENTS WHICH ARE NOT REPORTABLE ON THE MEDICARE COST REPORT ARE ALSO INCLUDED IN SUBSIDIZED HEALTH SERVICES. THERE ARE NO PHYSICIAN CLINICS REPORTED AS SUBSIDIZED SERVICES.
Schedule H, Part III, Line 2 Bad debt expense - methodology used to estimate amount THE HOSPITAL FOLLOWS AICPA GUIDANCE IN REPORTING BAD DEBT AS A DEDUCTION FROM NET PATIENT SERVICE REVENUE. ACCOUNTS ARE DEEMED TO BE BAD DEBT AFTER ALL REASONABLE COLLECTION EFFORTS ARE APPLIED. THE HOSPITAL HAS A GENEROUS INTEREST-FREE PAYMENT PLAN POLICY AND DOES NOT CLASSIFY ACCOUNTS ON A PAYMENT PLAN AS BAD DEBT. ANY ACCOUNTS THAT ARE DETERMINED TO BE CHARITY CARE ARE EXCLUDED FROM BAD DEBT TOTALS. ANY DISCOUNT OR SETTLEMENTS PROVIDED TO PATIENTS ARE ALSO EXCLUDED FROM BAD DEBT TOTALS. THE AMOUNT DUE FROM A PATIENT IS WRITTEN OFF TO BAD DEBT ONCE THE ACCOUNT IS DEEMED UNCOLLECTABLE. THE HOSPITAL CONVERTS ALL BAD DEBT ACCOUNTS TO GROSS CHARGES AND APPLIES AN OVERALL COST-TO-CHARGE RATIO TO DETERMINE THE COST OF BAD DEBT REPORTED ON PART III, LINE 2.
Schedule H, Part III, Line 3 Bad Debt Expense Methodology ALTHOUGH WE RECOGNIZE THE POSSIBILITY THAT SOME OF THE BAD DEBT COSTS COULD QUALIFY UNDER OUR CHARITY CARE POLICY, WE HAVE NO REASONABLE WAY TO DETERMINE THOSE AMOUNTS.
Schedule H, Part III, Line 4 Bad debt expense - financial statement footnote THE AUDITED FINANCIAL STATEMENTS OF THE HOSPITAL DESCRIBES BAD DEBT AS FOLLOWS: Generally, patients who are covered by third-party payers are responsible for related deductibles and coinsurance, which vary in amount. The Health System also provides services to uninsured patients and offers those uninsured patients a discount, either by policy or law, from standard charges. The Health System estimates the transaction price for patients with deductibles and coinsurance and from those who are uninsured based on historical experience and current market conditions. The initial estimate of the transaction price is determined by reducing the standard charge by any contractual adjustments, discounts and implicit price concessions based on historical collection experience. Subsequent changes to the estimate of the transaction price are generally recorded as adjustments to patient care service revenue in the period of the change. Subsequent changes that are determined to be the result of an adverse change in the patient's ability to pay are recorded as bad debt expense. FOOTNOTES: FOOTNOTE 3, "PATIENT AND UNINSURED PAYERS" IS FOUND ON PAGE 17 OF THE AUDITED FINANCIAL STATEMENTS.
Schedule H, Part III, Line 8 Community benefit & methodology for determining medicare costs THE HOSPITAL'S SERVICE AREA HAS A VERY HIGH ELDERLY POPULATION. MEDICARE MAKES UP 62% OF THE INPATIENT PATIENT CARE DAYS AND 49% OF THE OUTPATIENT SERVICES PROVIDED BY THE HOSPITAL. AS THE LARGEST HOSPITAL IN THE COUNTY, WE PROVIDE A WIDE ARRAY OF SERVICES TO OUR COMMUNITY. OUR ELDERLY POPULATION DOES NOT HAVE TO TRAVEL TO THE NEAREST LARGE CITY HOSPITAL TO SEEK CARE FOR MOST SERVICES. MEDICARE PATIENTS GENERALLY HAVE MULTIPLE HEALTH CONDITIONS THAT CAN EASILY COMPLICATE THE CARE PROVIDED TO THEM. THE CURRENT INPATIENT PAYMENT SYSTEM PROVIDES PAYMENT FOR THE HEALTH CONDITION THAT PRECIPITATED AN ADMISSION TO THE HOSPITAL - IT DOES NOT NECESSARILY TAKE INTO ACCOUNT ALL OF THE OTHER UNDERLYING ILLNESSES THAT MUST BE TREATED OR ATTENDED TO DURING A PATIENT'S STAY. AS SUCH, TREMENDOUS RESOURCES CAN BE USED TO TREAT A MEDICARE PATIENT WITH MULTIPLE ILLNESSES YET THE HOSPITAL MAY ONLY BE PAID FOR RESOURCES ASSOCIATED WITH THE ADMITTING ILLNESS. THE HOSPITAL STRIVES TO PROVIDE ALL NEEDED CARE TO OUR PATIENTS WITHOUT CONSIDERATION OF PAYMENT SHORTFALLS. AS SUCH, WE FEEL STRONGLY THAT THE MEDICARE SHORTFALLS INCURRED BY THE HOSPITAL ARE A COMMUNITY BENEFIT. THE MEDICARE COSTS ARE CALCULATED USING COST-TO-CHARGE RATIOS THAT HAVE BEEN CALCULATED BASED ON THE DEPARTMENT WHERE THE SERVICES WERE PROVIDED.
Schedule H, Part III, Line 9b Collection practices for patients eligible for financial assistance THE HOSPITAL HAS A WRITTEN BAD DEBT POLICY IT FOLLOWS FOR ALL PATIENTS. IF A PATIENT IS DETERMINED TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE, THE ACCOUNT IS EXCLUDED FROM THE NORMAL COLLECTION PROCESS. THOSE ACCOUNTS ARE HANDLED UNDER THE SEPARATE CHARITY CARE POLICY. IF AN ACCOUNT IS SET UP ON A PAYMENT PLAN, ONLY THE CURRENT MONTHLY PAYMENT AMOUNT IS PURSUED UNDER THE COLLECTION POLICY.
Schedule H, Part V, Section B, Line 16a FAP website - UPMC WASHINGTON: Line 16a URL: https://whs.org/patient-guests/#_tab-985f3f5e473efded214;
Schedule H, Part V, Section B, Line 16b FAP Application website - UPMC WASHINGTON: Line 16b URL: https://whs.org/patient-guests/#_tab-985f3f5e473efded214;
Schedule H, Part V, Section B, Line 16c FAP plain language summary website - UPMC WASHINGTON: Line 16c URL: https://whs.org/patient-guests/#_tab-985f3f5e473efded214;
Schedule H, Part VI, Line 2 Needs assessment THE PRIMARY METHOD THAT THE HOSPITAL USES TO ASSESS THE HEALTH CARE NEEDS OF THE COMMUNITIES IT SERVES IS THROUGH ASSESSING THE TOTAL NUMBER OF PHYSICIANS PROVIDING MEDICAL SERVICES TO THE AREAS SERVED. THE QUALITATIVE STANDARD DOES NOT FACTOR THE ECONOMIC OR FINANCIAL BENEFITS TO THE HOSPITAL OF ANY RECRUITMENT OF PHYSICIANS IN ADDRESSING THE CONTINUUM OF NEED. THE ASSESSMENT FOCUSES ON COMMUNITY NEED AS A DETERMINING FACTOR IN ASSESSING THE APPROPRIATENESS OF PHYSICIAN RECRUITMENT INITIATIVES. THE APPROACH TO EVALUATING PHYSICIAN NEED IS BASED ON THE FOLLOWING FACTORS: -DEFINING THE DEMOGRAPHIC PROFILE AND PAYOR MIX OF THE HOSPITAL'S SERVICE AREA. -RESEARCHING UNIQUE SERVICE AREA FACTORS THAT MIGHT INFLUENCE THE DEMAND FOR HEALTHCARE SERVICES WITHIN THE AREA. -IDENTIFYING THE TOTAL NUMBER OF PHYSICIANS BY SPECIALTY IN THE DEFINED SERVICE AREA. -DEVELOPING A PROFILE OF THE CURRENT MEDICAL STAFF. -UTILIZING SIX ESTABLISHED PHYSICIAN NEEDS ASSESSMENT MODELS TO IDENTIFY POTENTIAL PHYSICIAN SURPLUSES OR DEFICITS IN EACH MEDICAL SPECIALTY. -EXAMINING RESULTS OF THE MEDICAL STAFF SURVEY AND PHYSICIAN FOCUS INTERVIEWS TO DETERMINE THE PERCEIVED RECRUITMENT NEEDS OF THE HOSPITAL'S EXISTING STAFF PHYSICIANS AND TO IDENTIFY MEDICAL COMMUNITY CONCERNS. -CONDUCT A COMMUNITY SURVEY TO INTEGRATE PERCEIVED SHORTAGES INTO RECOMMENDATIONS. -EVALUATING RESULTS OF THE ABOVE EFFORTS IN THE CONTEXT OF OUR MEDICAL STAFFING AND CONSULTING EXPERIENCE. OTHER WAYS TO ASSESS THE COMMUNITIES' HEALTH NEEDS INCLUDES CONDUCTING VARIOUS HEALTH SCREENINGS, SEMINARS AND EDUCATION SESSIONS HELD FOR THE GENERAL PUBLIC.
Schedule H, Part VI, Line 3 Patient education of eligibility for assistance THE HOSPITAL ATTEMPTS TO INFORM ALL UNINSURED PATIENTS OF AVAILABLE PROGRAMS TO ASSIST THEM IN OBTAINING HEALTH CARE SERVICES. INPATIENT: ANY PATIENT ADMITTED TO THE HOSPITAL WITHOUT INSURANCE IS PROVIDED ASSISTANCE IN APPLYING FOR THE STATE MEDICAL ASSISTANCE PROGRAM. A HOSPITAL REPRESENTATIVE WILL EXPLAIN THE STATE PROGRAMS TO THE PATIENT AND ASSIST IN THE PREPARATION OF THE APPLICATION AND GATHERING OF INFORMATION, IF APPLICABLE. IF THE PATIENT DOES NOT QUALIFY FOR ASSISTANCE, THE REPRESENTATIVE INFORMS HIM/HER OF THE HOSPITAL'S CHARITY CARE PROGRAM. OUTPATIENT: CERTAIN OUTPATIENT AREAS (EMERGENCY ROOM, REGISTRATION) HAVE SIGNS THAT LET PATIENTS KNOW THE HOSPITAL HAS A CHARITY CARE PROGRAM. SOME AREAS ALSO HAVE MEDICAL ASSISTANCE APPLICATIONS ON HAND TO GIVE TO PATIENTS. CONSISTENT WITH THE HOSPITAL MISSION, ALL PATIENTS REQUIRING IMMEDIATE CARE ARE TREATED WITHOUT REGARD TO THEIR ABILITY TO PAY. ALL PATIENTS: FOR PATIENTS THAT ARE UNINSURED OR UNDER INSURED, A HOSPITAL REPRESENTATIVE IS AVAILABLE TO DISCUSS OPTIONS FOR PAYMENT WITH THE PATIENT. WHEN APPROPRIATE, PAYMENT FOR ELECTIVE SERVICES IS DISCUSSED UPFRONT AND IF THE PATIENT IS ABLE TO PAY, IS COLLECTED IN ADVANCE OF SERVICE. EFFORTS ARE MADE TO COLLECT PATIENT LIABILITIES IN CERTAIN AREAS SUCH AS OPSU AND ADMISSIONS. INSURANCE COPAYS ARE ATTEMPTED TO BE COLLECTED IN THE EMERGENCY DEPARTMENT IN ACCORDANCE WITH EMTALA REGULATIONS. WHEN THERE IS A BALANCE DUE (SELF-PAY OR BALANCE AFTER INSURANCE) AND NO COLLECTION WAS MADE IN ADVANCE OF OR AT THE TIME OF SERVICE, A STATEMENT WILL BE SENT TO PATIENTS PROVIDING A PHONE NUMBER FOR THEM TO CALL AND DISCUSS PAYMENT OPTIONS. IF THE PATIENT DOES NOT CALL OR MAKE PAYMENT, A HOSPITAL REPRESENTATIVE WILL CALL HIM/HER TO DISCUSS THE AMOUNT DUE AND TO DETERMINE IF THEY ARE ELIGIBLE FOR ANY PROGRAMS OR INSURANCES OR TO MAKE PAYMENT ARRANGEMENTS THAT CAN HELP THE PATIENT. AT ANY POINT IN THE CONVERSATION, IF THE PATIENT SAYS HE/SHE CANNOT AFFORD TO PAY THE BILL, THE PATIENT IS OFFERED A CHARITY CARE APPLICATION. ONCE THE CHARITY CARE APPLICATION IS COMPLETE, IF THE PATIENT DOES NOT QUALIFY BUT CONTINUES TO EXPRESS CONCERNS ABOUT BEING ABLE TO PAY HIS/HER BILL, THE ACCOUNT IS REVIEWED FOR THE POSSIBILITY OF A DISCOUNT OR AN AFFORDABLE PAYMENT PLAN. THE HOSPITAL STRIVES TO ACCOMMODATE EVERY PATIENT'S FINANCIAL SITUATION IF POSSIBLE. THE HOSPITAL'S CHARITY CARE PROGRAM PROVIDES FOR FREE OR DISCOUNTED CARE BASED ON FEDERAL POVERTY GUIDELINES (FPG). DEPENDING ON INCOME LEVEL, INDIVIDUALS WITHOUT INSURANCE CAN QUALIFY FOR DISCOUNTS RANGING BETWEEN 60-100%. INDIVIDUALS WITH INSURANCE CAN QUALIFY FOR DISCOUNTS RANGING BETWEEN 10-100%. ALL BILLS FOR PATIENTS WITHOUT INSURANCE COVERAGE ARE DISCOUNTED TO THE AVERAGE OF OUR TOP COMMERCIAL PAYORS. DISCOUNTS RANGE FROM 30% TO 60% DEPENDING ON THE TYPE OF SERVICE PROVIDED.
Schedule H, Part VI, Line 4 Community information UPMC WASHINGTON IS A 206 BED ACUTE CARE GENERAL HOSPITAL LOCATED IN WASHINGTON, PENNSYLVANIA. FOUNDED IN 1897, THE HOSPITAL SERVES THE SURROUNDING COMMUNITIES WITH A TOTAL PATIENT DRAW OF OVER 300,000 RESIDENTS LIVING IN 63 ZIP CODES. THE SERVICE AREA EXTENDS TO THE WESTERN AND SOUTHERN BORDERS OF PENNSYLVANIA. THERE ARE THREE OTHER GENERAL ACUTE CARE HOSPITALS THAT SERVE PORTIONS OF TWH'S GEOGRAPHIC AREA, HOWEVER, TWH IS THE LARGEST HOSPITAL PROVIDING THE BROADEST RANGE OF SERVICES TO THE COMMUNITY. TWH IS THE ONLY HOSPITAL THAT OFFERS OBSTETRICAL, CARDIOTHORACIC, ELECTROPHYSIOLOGY, INTERVENTIONAL CARDIAC PROCEDURES, ACUTE REHABILITATION, DIABETES MANAGEMENT, WOUND CARE AND CHILDREN'S THERAPY SERVICES TO THE SERVICE AREA. THE GEOGRAPHIC AREA OF SERVICE IS QUITE LARGE AND HAS A SUBSTANTIAL RURAL COMPONENT. AT LEAST THREE AREAS WITHIN TWH'S SERVICE AREA ARE DESIGNATED AS MEDICALLY UNDESERVED AND/OR AREAS WITH A HEALTH CARE PROFESSIONAL SHORTAGE. APPROXIMATELY 14% OF THE PATIENTS SERVED ARE MEDICAL ASSISTANCE AND ANOTHER 2% ARE UNINSURED. TO FURTHER SUPPORT THE LARGE GEOGRAPHIC AREA, TWH PROVIDES SPACE FOR A MEDICAL HELICOPTER TO BE STATIONED FULL TIME IN THE SERVICE AREA. HOUSEHOLD INCOME/ECONOMIC FACTORS CAN HAVE A SIGNIFICANT IMPACT ON THE GENERAL HEALTH OF A SERVICE AREA. LOWER HOUSEHOLD INCOME MAY REFLECT LOWER PRIMARY CARE UTILIZATION AND HIGHER CRITICAL CARE UTILIZATION. VARIOUS STUDIES AND ARTICLES ALSO SUGGEST GREATER RELIANCE ON HOSPITAL EMERGENCY ROOMS FOR NON-EMERGENCY DIAGNOSIS AND TREATMENT IN LOW-INCOME AREAS. THE HOSPITAL'S SERVICE AREA MAY HAVE SOME HOUSEHOLD INCOME RELATED FACTORS THAT WOULD DRIVE AN ADDITIONAL NEED FOR PHYSICIAN SERVICES WITHIN PORTIONS OF THE COMMUNITY. APPROXIMATELY 10% OF THE HOUSEHOLDS WITHIN THE PRIMARY SERVICE AREA ARE AT OR BELOW THE FEDERAL POVERTY LEVEL. A LACK OF AVAILABLE RESOURCES TO THE INDIGENT MAY INCREASE VOLUMES IN THE EMERGENCY ROOM, AS PATIENTS LACKING PRIMARY CARE ACCESS OFTEN SEEK ROUTINE CARE THROUGH EMERGENCY SERVICES.
Schedule H, Part VI, Line 5 Promotion of community health UPMC WASHINGTON STRIVES TO PROMOTE COMMUNITY HEALTH IN MANY AREAS. THE HOSPITAL HAS AN OPEN MEDICAL STAFF. ALL APPLICANTS WHO MEET THE REQUIREMENTS ARE GRANTED MEDICAL STAFF PRIVILEGES. THE HOSPITAL ACTIVELY RECRUITS PHYSICIANS IN AREAS IDENTIFIED AS HAVING A NEED IN THE COMMUNITY. THE HOSPITAL'S BOARD OF TRUSTEES IS COMPRISED OF COMMUNITY LEADERS WHO RESIDE IN THE COMMUNITIES WE SERVE AND WHOSE INSIGHT AND EXPERIENCE IS INVALUABLE IN PROVIDING DIRECTION TO THE HOSPITAL IN PROMOTING THE COMMUNITY HEALTH. THE HOSPITAL PROVIDES MANY SCREENING AND EDUCATIONAL PROGRAMS IN THE COMMUNITY. THE HOSPITAL PARTICIPATES IN REGIONAL EMERGENCY PREPAREDNESS AND IS ACTIVE IN ENSURING WE CAN RESPOND TO A COMMUNITY EMERGENCY. THE HOSPITAL OPERATES A WELLNESS CENTER TO PROMOTE FITNESS AND A HEALTHY LIFESTYLE. THE HOSPITAL FUNDS A TEEN OUTREACH PROGRAM. THIS PROGRAM PROMOTES ABSTINENCE, PREGNANCY PREVENTION AND EDUCATION TO TEENAGERS IN THE COMMUNITIES THE HOSPITAL SERVES.
Schedule H, Part VI, Line 6 Affiliated health care system UPMC Washington is part of the UPMC Health System. The goal of the system is to provide integrated healthcare centered around patients and families. UPMC Washington's role is that of the primary hospital and hub of the system in Washington and Greene counties. UPMC Washington provides a full array of inpatient and outpatient services to the residents of Washington County and the surrounding community.
Schedule H (Form 990) 2023
Additional Data


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Software Version: 2023v6.0

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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
2023
Open to Public
Inspection
Name of the organization
UPMC Washington
 
Employer identification number
25-0965600
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to 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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
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) 2023

Schedule I (Form 990) 2023
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) Wellness Center Scholarships 52 0 36,634 Retail Value Free and reduced cost memberships to our wellness center based on financial need
(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
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Grants to individuals are in the form of free and reduced cost memberships to our wellness center based on financial need.
Schedule I (Form 990) 2023



Additional Data


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Software Version: 2023v6.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on 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 .....
1b
 
 
2
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 on Line 1a? ....
2
 
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
Yes
 
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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, 1099-MISC compensation, and/or 1099-NEC (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
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1BROOK T WARD
CEO & Board member through 05/31/24, then President
(i)

(ii)
632,763
-------------
0
90,392
-------------
0
59,258
-------------
0
9,150
-------------
0
19,755
-------------
0
811,318
-------------
0
0
-------------
0
2Joel Yuhas
Board Member beginning 06/01/24
(i)

(ii)
0
-------------
694,753
0
-------------
800,000
0
-------------
104,341
0
-------------
164,767
0
-------------
13,682
0
-------------
1,777,543
0
-------------
0
3Donald Yealy MD
Board Member beginning 06/01/24
(i)

(ii)
0
-------------
775,734
0
-------------
600,000
0
-------------
185,963
0
-------------
168,493
0
-------------
1,430
0
-------------
1,731,620
0
-------------
115,350
4Elizabeth Wild
Board Member beginning 06/01/24
(i)

(ii)
0
-------------
482,981
0
-------------
447,142
0
-------------
24,056
0
-------------
107,541
0
-------------
3,844
0
-------------
1,065,564
0
-------------
22,500
5Kim Orth
Board Member beginning 06/01/24
(i)

(ii)
0
-------------
412,023
0
-------------
367,500
0
-------------
19,583
0
-------------
95,393
0
-------------
29,775
0
-------------
924,274
0
-------------
17,150
6Howard Goldberg MD
Board Member through 05/31/24
(i)

(ii)
0
-------------
425,984
0
-------------
61,507
0
-------------
30,000
0
-------------
10,000
0
-------------
18,073
0
-------------
545,564
0
-------------
0
7Jared Weiner
Board Member beginning 06/01/24
(i)

(ii)
0
-------------
275,721
0
-------------
157,500
0
-------------
1,945
0
-------------
27,404
0
-------------
17,433
0
-------------
480,003
0
-------------
1,400
8RODNEY LOUK
Executive VP / COO
(i)

(ii)
434,738
-------------
0
45,220
-------------
0
53,032
-------------
0
9,150
-------------
0
12,145
-------------
0
554,285
-------------
0
0
-------------
0
9John Six MD
Executive VP / COO & CMO
(i)

(ii)
431,710
-------------
0
47,880
-------------
0
22,500
-------------
0
9,150
-------------
0
19,764
-------------
0
531,004
-------------
0
0
-------------
0
10ALISA R RUCKER
VP FINANCE / CFO
(i)

(ii)
396,163
-------------
0
48,178
-------------
0
52,500
-------------
0
9,150
-------------
0
19,343
-------------
0
525,334
-------------
0
0
-------------
0
11KAREN BRAY
VP PATIENT CARE SERVICES
(i)

(ii)
235,074
-------------
0
29,760
-------------
0
45,500
-------------
0
7,436
-------------
0
18,268
-------------
0
336,038
-------------
0
0
-------------
0
12Monica Smith DO
Physician
(i)

(ii)
440,161
-------------
0
37,500
-------------
0
22,500
-------------
0
9,150
-------------
0
16,273
-------------
0
525,584
-------------
0
0
-------------
0
13Marcus Magister
Physician
(i)

(ii)
330,995
-------------
0
89,620
-------------
0
22,500
-------------
0
9,150
-------------
0
18,073
-------------
0
470,338
-------------
0
0
-------------
0
14Anne Roslonski
Physician
(i)

(ii)
377,719
-------------
0
29,667
-------------
0
22,500
-------------
0
9,150
-------------
0
8,476
-------------
0
447,512
-------------
0
0
-------------
0
15Barbara McCullough
VP Human Resources
(i)

(ii)
313,587
-------------
0
36,213
-------------
0
30,000
-------------
0
9,049
-------------
0
18,669
-------------
0
407,518
-------------
0
0
-------------
0
16Sandra Hlipala
Director of Emergency Services
(i)

(ii)
325,834
-------------
0
3,029
-------------
0
30,000
-------------
0
4,934
-------------
0
15,882
-------------
0
379,679
-------------
0
0
-------------
0
Schedule J (Form 990) 2023

Schedule J (Form 990) 2023
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
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan ALL PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ARE DISCLOSED IN SCHEDULE J WITH CORRESPONDING AMOUNTS DISCLOSED WITHIN THE TOTAL AMOUNT IN SCHEDULE J COLUMN C "RETIREMENT AND OTHER DEFERRED COMPENSATION". Due to restrictions imposed by the Internal Revenue Code ("Code"), certain officers and key employees are limited in the amount of benefits which may be received under a tax qualified retirement program. Like many employers, UPMC supplements its retirement benefits through a supplemental retirement program. The supplemental retirement program is subject to multi year vesting which places the officers and key employees' retirement benefit at risk of forfeiture if the vesting requirements are not satisfied. Once vested however, provisions of the Code require that the vested amounts be reported on the Form 990 and the vested officer or key employee include in current income the value of her or his supplemental retirement benefit. Notwithstanding the tax requirement to recognize the vested amount of the supplemental retirement benefit as current income for FICA taxation and reporting purposes, this benefit, which generally has been earned over her or his entire career, has not and will not be distributed until the officer or key employee retires or separates from service from UPMC AND SATISFIED THE NON-COMPETE PROVISION OF THEIR EMPLOYMENT AGREEMENT AND/OR SATISFY A POST-RETIREMENT SEPARATION AGREEMENT. The supplemental retirement program provides for the CURRENT distribution of only the amount necessary to satisfy any income tax liability resulting from the vesting during active employment. Finally, it should be noted that in accordance with IRS instructions, a substantial portion of the amount reported on the Form 990 attributable to supplemental retirement program vesting has been reported in previously filed Forms 990.
Schedule J, Part I, Line 7 Non-fixed payments UPMC provides incentive compensation as part of its total compensation program for officers and key employees. This component is based upon the accomplishment of predetermined performance goals and objectives which focus on the achievement of multiple annual and three year individual and group performance criteria in the context of appropriate risk taking. These criteria directly support UPMC's mission and include: patient quality and satisfaction, community benefits, operational and financial strength, leadership development, and strategic business initiatives among others.
Schedule J (Form 990) 2023

Additional Data


Software ID: 23017437
Software Version: 2023v6.0
SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Open to Public
Inspection
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
Return Reference Explanation
Form 990, Part III, Line 2 New program services As part of its June 1, 2024 affiliation with UPMC, Washington Health Care Services, Inc., formerly the sole member of UPMC Washington and the parent company of Washington Health System, was legally merged into UPMC Washington. Therefore, all activities formerly conducted by Washington Health System that have not been assumed by UPMC as part of the affiliation have been assumed by UPMC Washington.
Form 990, Part III, Line 4d Description of other program services (Expenses $ 23,692,001 including grants of $ 36,634)(Revenue $ 50,146,531) OTHER PROGRAM SERVICES INCLUDE A MULTITUDE OF ACTIVITIES PERFORMED BY THE HOSPITAL TO DO BUSINESS IN THE COMMUNITY AND PROVIDE VALUABLE COMMUNITY BENEFITS. ACTIVITIES IN THIS CATEGORY INCLUDE, BUT ARE NOT LIMITED TO, A TEENAGE ABSTINENCE EDUCATION PROGRAM, A FAMILY PRACTICE RESIDENCY PROGRAM, A SCHOOL OF NURSING, A SCHOOL FOR X-RAY TECHNICIANS, HOSPICE SERVICES, CERTAIN EMERGENCY DEPARTMENT SERVICES, OPERATION OF A WELLNESS CENTER, RENTAL ACTIVITIES, AND OPERATION OF AN EMPLOYEE CAFETERIA.
Form 990, Part VI, Line 2 FAMILY OR BUSINESS RELATIONSHIP THE HOSPITAL'S BOARD OF TRUSTEES IS MADE UP OF HIGHLY RESPECTED LEADERS IN THE COMMUNITY. BOARD MEMBERS ARE SELECTED AND VOTED ON BY THE ENTIRE BOARD. THE HOSPITAL DOES NOT COMPENSATE OR SELECT BOARD MEMBERS. THE HOSPITAL HAS A CONFLICT OF INTEREST POLICY AND QUERIES BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES EACH YEAR ABOUT ANY BUSINESS OR FAMILY RELATIONSHIPS. THERE HAVE BEEN NO FAMILY RELATIONSHIPS REPORTED. ALTHOUGH NOT CLASSIFIED AS BUSINESS RELATIONSHIPS FOR THIS PURPOSE, NORMAL ARMS LENGTH BUSINESS TRANSACTIONS DO EXIST BETWEEN SOME BOARD MEMBERS. THE BUSINESS TRANSACTIONS ARE GENERALLY IRRELEVANT AND IMMATERIAL TO THE OPERATIONS OF THE HOSPITAL. THE HOSPITAL DOES NOT RECEIVE ANY BENEFITS FROM THE RELATIONSHIPS THAT EXIST AMONG BOARD MEMBERS NOR DOES IT INFLUENCE THE RELATIONSHIPS IN ANY WAY.
Form 990, Part VI, Line 4 Significant changes to organizational documents As part of its June 1, 2024 affiliation with UPMC, UPMC Washington's Articles of Incorporation were amended to substitute UPMC, a Section 501(c)(3) organization that servers as the parent organization of a nonprofit academic medical center and integrated healthcare delivery system, as its sole member. See the Amended and Restated Articles of Incorporation attached to this return.
Form 990, Part VI, Line 6 Classes of members or stockholders As UPMC Washington's sole member, UPMC has the power to appoint one-third of UPMC Washington's board of directors and to approve significant decisions of UPMC Washington's board of directors.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body As UPMC Washington's sole member, UPMC has the power to appoint one-third of UPMC Washington's board of directors and to approve significant decisions of UPMC Washington's board of directors, including decisions related to (i) operating and capital budgets, (ii) new , or material changes to any existing, affiliations or contractual arrangements, (iii) strategic plans, (iv) new physician contract providing for any exclusive privileges, (v) new, or material changes to existing, joint venture arrangements, (vi) the retention, termination and replacement of the chief executive officer of UPMC Washington, (vii) any management arrangements with an unrelated third-party, (viii) any material changes to programs and services, (ix) changes in corporate and staffing structures, (x) the sale, lease, transfer, license exchange or joint venture or other disposition involving significant product lines, (xi) the determination that UPMC Washington will no longer be licensed or operated as currently licensed or operated, (xii) any amendment of UPMC Washington's articles of incorporation, and (xiii) the sale of any real estate.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders As UPMC Washington's sole member, UPMC has the power to appoint one-third of UPMC Washington's board of directors and to approve significant decisions of UPMC Washington's board of directors, including decisions related to (i) operating and capital budgets, (ii) new , or material changes to any existing, affiliations or contractual arrangements, (iii) strategic plans, (iv) new physician contract providing for any exclusive privileges, (v) new, or material changes to existing, joint venture arrangements, (vi) the retention, termination and replacement of the chief executive officer of UPMC Washington, (vii) any management arrangements with an unrelated third-party, (viii) any material changes to programs and services, (ix) changes in corporate and staffing structures, (x) the sale, lease, transfer, license exchange or joint venture or other disposition involving significant product lines, (xi) the determination that UPMC Washington will no longer be licensed or operated as currently licensed or operated, (xii) any amendment of UPMC Washington's articles of incorporation, and (xiii) the sale of any real estate.
Form 990, Part VI, Line 11b Review of form 990 by governing body PRIOR TO BEING FILED, THE FORM 990 IS REVIEWED BY THE MEMBERS OF THE FINANCE COMMITTEE AS DESIGNATED BY THE ENTIRE BOARD OF TRUSTEES. THE FINANCE COMMITTEE MEETS WITH HOSPITAL MANAGEMENT AND REVIEWS THE CONTENT OF THE FORM 990. AFTER FILING OF THE FORM 990, THE FINANCE COMMITTEE REPORTS THE REVIEW AND ANY NOTABLE ITEMS FROM THE REVIEW TO THE FULL BOARD OF TRUSTEES.
Form 990, Part VI, Line 12c Conflict of interest policy THE HOSPITAL'S CONFLICT OF INTEREST POLICY IS MONITORED PRIMARILY BY HOSPITAL MANAGEMENT. EACH YEAR A CONFLICT OF INTEREST STATEMENT MUST BE COMPLETED BY ALL BOARD OF TRUSTEE MEMBERS AS WELL AS CERTAIN KEY MANAGEMENT EMPLOYEES OF THE HOSPITAL. THE QUESTIONNAIRE IS DISTRIBUTED BY HOSPITAL MANAGEMENT AND ALL RESPONSES MUST BE RECEIVED. IF NECESSARY, THE ASSISTANCE OF THE BOARD CHAIRPERSON IS SOUGHT TO OBTAIN ALL RESPONSES. THE RESPONSES ARE INITIALLY REVIEWED BY HOSPITAL MANAGEMENT. ANY EXCEPTIONS OR POTENTIAL CONFLICTS ARE REVIEWED BY THE CEO AND BOARD CHAIRPERSON. ANY NECESSARY ACTION IS DETERMINED BY THE CHAIRPERSON AND ADDRESSED AT THE BOARD LEVEL. GREAT CARE IS TAKEN BY THE BOARD CHAIRPERSON TO ENSURE THAT AN INDEPENDENT BOARD IS IN PLACE. IN THE EVENT THAT A CONFLICT EXISTS, THAT PERSON IS PROHIBITED FROM PARTICIPATING IN ANY RELATED DECISION MAKING ON THAT ISSUE.
Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMPENSATION COMMITTEE DETERMINES THE COMPENSATION OF THE EXECUTIVES. AN INDEPENDENT CONSULTANT'S REVIEW OF EXECUTIVE SALARIES IS THE PRIMARY TOOL USED TO MAKE THEIR DETERMINATION (THE MOST RECENT CONSULTING REVIEW WAS IN MAR 2024). THE RESULTS OF MANAGEMENT'S SURVEY AND COMPARISON DATA WILL ALSO BE TAKEN INTO CONSIDERATION. ALL ACTIVITIES OF THE EXECUTIVE COMPENSATION COMMITTEE ARE REPORTED TO THE BOARD OF TRUSTEES.
Form 990, Part VI, Line 15b Process to establish compensation of other employees THE BOARD OF TRUSTEES ELECTS A PERSONNEL COMMITTEE TO HANDLE COMPENSATION, BENEFITS AND EMPLOYEE RELATED ISSUES RELATED TO THE HOSPITAL. THE GENERAL COMPENSATION PROCESS FOR ALL EMPLOYEES STARTS WITH HOSPITAL MANAGEMENT COMPILING SURVEY AND COMPARISON INFORMATION AND MAKING RECOMMENDATIONS FOR SALARY ADJUSTMENTS TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE REVIEWS THAT INFORMATION ANNUALLY, HAS DISCUSSIONS WITH HOSPITAL MANAGEMENT AND ULTIMATELY APPROVES OR DENIES THE RECOMMENDATIONS FOR SALARY ADJUSTMENTS.
Form 990, Part VI, Line 19 Required documents available to the public THE HOSPITAL MAKES FORM 990 AND 990-T AVAILABLE TO THE PUBLIC BY REQUEST. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT ROUTINELY AVAILABLE TO THE PUBLIC.
Form 990, Part VIII, Line 2f Other Program Service Revenue All Other Revenue - Total Revenue: 709754, Related or Exempt Function Revenue: 598519, Unrelated Business Revenue: 111235, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Miscellaneous - Total Revenue: 277977, Related or Exempt Function Revenue: 197965, Unrelated Business Revenue: 80012, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0;
Form 990, Part IX, Line 11g Other Fees Information System Fees & Contracts - Total Expense: 7115070, Program Service Expense: 5832223, Management and General Expenses: 1282847, Fundraising Expenses: 0; Wellness Center Fees & Costs - Total Expense: 2521573, Program Service Expense: 2066933, Management and General Expenses: 454640, Fundraising Expenses: 0; Lab Fees & Services - Total Expense: 2246812, Program Service Expense: 2246812, Management and General Expenses: 0, Fundraising Expenses: 0; Anesthesia Fees & Services - Total Expense: 3355432, Program Service Expense: 3355432, Management and General Expenses: 0, Fundraising Expenses: 0; Service Contracts - Total Expense: 7065321, Program Service Expense: 5791444, Management and General Expenses: 1273877, Fundraising Expenses: 0; Other - Total Expense: 11260793, Program Service Expense: 8220387, Management and General Expenses: 3040406, Fundraising Expenses: 0;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Transfers to Affiliates - -15031979; Net Assets Released From Restriction - -438839; Transfer to UPMC / Foundation - 12826309; Net Restricted Contributions - 1020492; Auxiliary Loss - 28446;
Form 990, Part XII, Line 2b Audited Financial Statements DUE TO THE MERGER WITH UPMC, THE AUDITED FINANCIAL STATEMENTS WERE COMPLETED FOR THE 11 MONTHS ENDING 05/31/24 INSTEAD OF THE FULL FISCAL YEAR ENDING 06/30/24.
Form 990, Part X, Line 20 Tax-exempt bond liabilities As part of its June 1, 2024 affiliation with UPMC, UPMC assumed legal responsibility for UPMC Washington tax-exempt bond issues that were previously reported on the Schedule K included with UPMC Washington's Form 990. As such, these tax-exempt bond issues are reported on the Schedule K included with UPMC's Form 990 filed for the June 30, 2024 tax year rather than on UPMC Washington's.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2023


Additional Data


Software ID: 23017437
Software Version: 2023v6.0
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.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
UPMC Washington
 
Employer identification number

25-0965600
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











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?
Yes No
(1)Washington Healthcare Services Inc
155 Wilson Avenue

Washington,PA15301
25-1509768
Health System Parent PA 501(c)(3) Type II NA
 
 
No
(2)The Washington Hospital Foundation
155 Wilson Avenue

Washington,PA15301
25-1708215
Support the Health System PA 501(c)(3) Type II WHCS
 
Yes
 
(3)UPMC SENIOR COMMUNITIES INC
600 GRANT STREET

PITTSBURGH,PA15219
25-1574736
SR LIVING PA 501(c)(3) 10 UPMC
 
Yes
 
(4)PITTSBURGH LIFETIME CARE COMMUNITY
600 GRANT STREET

PITTSBURGH,PA15219
25-1335247
CCRC PA 501(c)(3) 10 UPMC SR COMM
 
Yes
 
(5)CANTERBURY PLACE
600 GRANT STREET

PITTSBURGH,PA15219
25-0965334
SR LIVING PA 501(c)(3) 10 UPMC SR COMM
 
Yes
 
(6)SENECA PLACE
600 GRANT STREET

PITTSBURGH,PA15219
72-1562844
SR LIVING PA 501(c)(3) 10 UPMC SR COMM
 
Yes
 
(7)SHADYSIDE HOSPITAL SUPPORTING FOUNDATION
600 GRANT STREET

PITTSBURGH,PA15219
26-0303394
FOUNDATION PA 501(c)(3) Type I UPMC
 
Yes
 
(8)UPMC LEE
600 GRANT STREET

PITTSBURGH,PA15219
25-0613830
INACTIVE PA 501(c)(3) 3 UPMC
 
Yes
 
(9)PITTSBURGH CARE PARTNERSHIP INC
600 GRANT STREET

PITTSBURGH,PA15219
25-1753852
SR CARE MGMT PA 501(c)(3) 10 UPMC
 
Yes
 
(10)UPMC CENTER FOR HIGH VALUE HEALTHCARE
600 GRANT STREET

PITTSBURGH,PA15219
45-2178782
RESEARCH PA 501(c)(3) 7 UPMC
 
Yes
 
(11)SHADYSIDE HOSPITAL FOUNDATION
532 SOUTH AIKEN AVENUE

PITTSBURGH,PA15232
25-1290546
FOUNDATION PA 501(c)(3) Type III-FI UPMC PRESBY
 
Yes
 
(12)PASSAVANT HOSPITAL FOUNDATION
9100 BABCOCK BLVD

PITTSBURGH,PA15237
25-1407815
FOUNDATION PA 501(c)(3) Type II UPMC PASS
 
Yes
 
(13)NORTHWEST HOSPITAL FOUNDATION
100 FARFIELD DRIVE

SENECA,PA16346
25-1483624
FOUNDATION PA 501(c)(3) Type III-O UPMC NORTHWE
 
Yes
 
(14)ST MARGARET FOUNDATION
600 GRANT STREET

PITTSBURGH,PA15219
25-1520340
FOUNDATION PA 501(c)(3) 7 UPMC ST MARG
 
Yes
 
(15)CHILDREN'S HOSPITAL OF PITTSBURGH FND
600 GRANT STREET

PITTSBURGH,PA15219
25-1865744
FOUNDATION PA 501(c)(3) 7 UPMC CHP
 
Yes
 
(16)MAGEE-WOMEN RES INST AND FOUNDATION
600 GRANT STREET

PITTSBURGH,PA15219
25-1462312
FOUNDATION PA 501(c)(3) 7 NA
 
 
No
(17)Great Lakes Physician Practice PC
600 Grant Street 58th Floor

PITTSBURGH,PA15219
46-4186362
PHYSICIAN SRV NY 501(c)(3) 3 Regnl Health
 
Yes
 
(18)Hamot Health Foundation
302 FRENCH STREET

ERIE,PA16507
25-1400999
FOUNDATION PA 501(c)(3) Type II UPMC HAMOT
 
Yes
 
(19)UPMCJAMESON CANCER CENTER
600 GRANT STREET 58TH FL

PITTSBURGH,PA15219
20-1459415
ONCOLOGY SVC PA 501(c)(3) 10 UPMC Jameson
 
Yes
 
(20)JAMESON CARE CENTER INC
1211 WILMINGTON AVE

NEW CASTLE,PA16105
23-2871396
SR SERVICES PA 501(c)(3) 10 UPMC SR COMM
 
Yes
 
(21)LAUREL REALTY INC
32-36 CENTRAL AVENUE

WELLSBORO,PA16901
23-1403678
REAL ESTATE PA 501(c)(2)   UPMC SUSQUEH
 
Yes
 
(22)THE GREEN HOME
37 CENTRAL AVENUE

WELLSBORO,PA16901
24-0804365
SKILLED NURSI PA 501(c)(3) 10 UPMC SUSQUEH
 
Yes
 
(23)WILLIAMSPORT AREA AMB SERVICE COOP
700 HIGH STREET

WILLIAMSPORT,PA17701
23-2416166
AMBULANCE SVC PA 501(c)(3) 10 UPMC WILLIAM
 
Yes
 
(24)UPMC CHAUTAUQUA AT WCA
207 FOOTE AVENUE

JAMESTOWN,NY14701
16-0743226
HOSPITAL NY 501(c)(3) 3 UPMC CHAUTAU
 
Yes
 
(25)WCA GROUP INC
207 FOOTE AVENUE

JAMESTOWN,NY14701
22-2392582
HOLDING CO NY 501(c)(3) Type II CHAUT AT WCA
 
Yes
 
(26)STARFLIGHT INC
135 ALLEN STREET

JAMESTOWN,NY14701
16-1557878
AIR AMBULANCE NY 501(c)(3) 7 CHAUT AT WCA
 
Yes
 
(27)SOUTH CENTRAL ALPHA HOUSING & HEALTH
3410 W PITTSBURG ROAD

NEW CASTLE,PA16101
25-1701701
SNF & AL PA 501(c)(3) 10 UPMC SR COMM
 
Yes
 
(28)SOUTH WESTERN ALPHA HOUSING & HEALTH
745 GREENVILLE ROAD

MERCER,PA16137
25-1701700
SNF & IL PA 501(c)(3) 10 UPMC SR COMM
 
Yes
 
(29)KANE COMMUNITY HOSPITAL FOUNDATION
4372 ROUTE 6

KANE,PA16735
26-3906925
FOUNDATION PA 501(c)(3) Type II NA
 
 
No
(30)LAUREL HEALTH FOUNDATION
32-36 CENTRAL AVENUE

WELLSBORO,PA16901
25-1810488
FOUNDATION PA 501(c)(3) Type II NA
 
 
No
(31)WCA FOUNDATION INC
300 FOOTE AVENUE PO BOX 840

JAMESTOWN,NY14702
22-2393584
FOUNDATION PA 501(c)(3) Type III-FI NA
 
 
No
(32)VENANGO VNA FOUNDATION
491 ALLEGHENY BOULEVARD

FRANKLIN,PA16323
25-1472179
FOUNDATION PA 501(c)(3) Type III-O NA
 
 
No
(33)UPMC PINNACLE
409 SOUTH SECOND STREET

HARRISBURG,PA17104
25-1778658
SUPPORTING OR PA 501(c)(3) Type II UPMC
 
Yes
 
(34)UPMC CARLISLE
361 ALEXANDER SPRING ROAD

CARLISLE,PA17105
82-0880337
HOSPITAL PA 501(c)(3) 3 UPMC PINNACL
 
Yes
 
(35)UPMC PINNACLE LANCASTER
250 COLLEGE AVENUE

LANCASTER,PA17603
82-0896436
HOSPITAL PA 501(c)(3) 3 UPMC PINNACL
 
Yes
 
(36)UPMC LITITZ
1500 HIGHLANDS AVENUE

LITITZ,PA17543
82-0844453
HOSPITAL PA 501(c)(3) 3 UPMC PINNACL
 
Yes
 
(37)UPMC MEMORIAL
325 SOUTH BELMONT STREET

YORK,PA17405
82-0912090
HOSPITAL PA 501(c)(3) 3 UPMC PINNACL
 
Yes
 
(38)PINNACLE HEALTH REGIONAL PHYSICIANS
409 SOUTH SECOND STREET

HARRISBURG,PA17104
82-0947698
PHYSICIAN SRV PA 501(c)(3) 3 UPMC PINNACL
 
Yes
 
(39)UPMC PINNACLE FOUNDATION
409 SOUTH SECOND STREET

HARRISBURG,PA17104
22-2691718
FOUNDATION PA 501(c)(3) Type II UPMC PINNACL
 
Yes
 
(40)COMMUNITY LIFE TEAM INC
409 SOUTH SECOND STREET

HARRISBURG,PA17104
23-1890444
MED TRANSPORT PA 501(c)(3) 7 UPMC PINNACL
 
Yes
 
(41)HANOVER HEALTHCARE PLUS INC
300 HIGHLAND AVENUE

HANOVER,PA17331
22-2658574
SUPPORTING OR PA 501(c)(3) Type I UPMC PINNACL
 
Yes
 
(42)UPMC HANOVER
300 HIGHLAND AVENUE

HANOVER,PA17331
23-1360851
HOSPITAL PA 501(c)(3) 3 HANNOVER HEA
 
Yes
 
(43)UPMC PINNACLE HOSPITALS
409 SOUTH SECOND STREET

HARRISBURG,PA17104
25-1778644
HOSPITAL PA 501(c)(3) 3 UPMC PINNACL
 
Yes
 
(44)PINNACLE HEALTH MEDICAL SERVICES
409 SOUTH SECOND STREET

HARRISBURG,PA17104
25-1709054
PHYSICIAN SRV PA 501(c)(3) 3 UPMC PINNACL
 
Yes
 
(45)HENDORN INC
1001 EAST SECOND STREET

COUDERSPORT,PA16915
23-1972659
RES. CARE PA 501(c)(3) 10 C COLE MEM H
 
Yes
 
(46)ASBURY HEIGHTS OF UPMC
600 GRANT STREET

PITTSBURGH,PA15219
25-1555687
SUPPORTING OR PA 501(c)(3) Type II UPMC SR COMM
 
Yes
 
(47)ASBURY HEALTH CENTER
600 GRANT STREET

PITTSBURGH,PA15219
25-0969472
CCRC PA 501(c)(3) 10 ASBURY HEIGH
 
Yes
 
(48)ASBURY VILLAS
600 GRANT STREET

PITTSBURGH,PA15219
25-1819952
PERSONAL CARE PA 501(c)(3) 10 ASBURY HEIGH
 
Yes
 
(49)ASBURY PLACE
600 GRANT STREET

PITTSBURGH,PA15219
25-1729266
PERSONAL CARE PA 501(c)(3) 10 ASBURY HEIGH
 
Yes
 
(50)WESLEY HILLS
600 GRANT STREET

PITTSBURGH,PA15219
25-1507472
INDEP LIVING PA 501(c)(3)   ASBURY HEIGH
 
Yes
 
(51)ASBURY FOUNDATION
600 GRANT STREET

PITTSBURGH,PA15219
25-1555688
FOUNDATION PA 501(c)(3) 7 ASBURY HEIGH
 
Yes
 
(52)UPMC WESTERN MARYLAND CORPORATION
PO BOX 539

CUMBERLAND,MD21501
52-0591531
HOSPITAL MD 501(c)(3) 3 UPMC
 
Yes
 
(53)WESTERN MARYLAND HEALTH SYSTEM FND
PO BOX 539

CUMBERLAND,MD21501
35-2289841
FOUNDATION MD 501(c)(3) Type III-FI UPMC WESTERN
 
Yes
 
(54)HANOVER HOSPITAL FOUNDATION
300 HIGHLAND AVENUE

HANOVER,PA17331
82-2553293
FOUNDATION PA 501(c)(3) Type III-FI UPMC PINNACL
 
Yes
 
(55)RUSH TO CRUSH CANCER
200 LOTHROP STREET

PITTSBURGH,PA15213
87-4771624
FOUNDATION PA 501(c)(3) 7 UOFP CANCER
 
Yes
 
(56)UPMC WESTERN BEHAVIORAL HEALTH FOUNDATIO
200 LOTHROP STREET

PITTSBURGH,PA15213
92-3568793
FOUNDATION PA 501(c)(3) 7 UPMC PRESBY
 
Yes
 
(57)UPMC AMBULATORY SURGERY CENTER
600 GRANT STREET

PITTSBURGH,PA15219
99-2460242
SURGERY CENT PA 501(c)(3) 3 UPMC
 
Yes
 
(58)UPMC EAST END SURGERY CENTER
5800 CENTRE AVENUE

PITTSBURGH,PA15206
99-2636583
SURGERY CENT PA 501(c)(3) 3 UPMC AMBULAT
 
Yes
 
(59)UPMC WEST MIFFLIN GI
6161 CLAIRTON ROAD

WEST MIFFLIN,PA15122
99-2662946
SURGERY CENT PA 501(c)(3) 3 UPMC AMBULAT
 
Yes
 
(60)BUILD COMMUNITY DEVELOPMENT
100 STATE STREET STW 510

ERIE,PA16507
99-0539256
FUNDRAISING PA 501(c)(3) 5 HAMOT HEALTH
 
Yes
 
(61)AMBULANCE & CHAIR EMS INC
75 BRADEN STREET

WASHINGTON,PA15301
25-1272075
MEDICAL TRANS PA 501(c)(3) 10 UPMC GREENE
 
Yes
 
(62)UPMC GREENE
350 BONAR AVENUE

WAYNESBURG,PA15370
47-3884840
HOSPITAL PA 501(c)(3) 3 UPMC WASHING
 
Yes
 
(63)WASHINGTON SENIOR CARE CORP
317 WELLNESS WAY

WASHINGTON,PA15301
25-1849365
SR LIVING PA 501(c)(3) 10 UPMC WASHING
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) SENECA HILLS ASSISTED LIVING LP

600 GRANT STREET
PITTSBURGH,PA15219
23-2873106
ASSISTED LIVI PA NA
 
N/A       No        
(2) ST MARGARET MEDICAL ARTS ASSOCIATES

600 GRANT STREET
PITTSBURGH,PA15219
25-1786655
MED OFFICE BL PA NA
 
N/A       No        
(3) SHADYSIDE MEDICAL CENTER ASSOCIATION

600 GRANT STREET
PITTSBURGH,PA15219
25-1608318
MED OFFICE BL PA NA
 
N/A       No        
(4) CHARTWELL PA LP

600 GRANT STREET
PITTSBURGH,PA15219
25-1729714
HOMEHEALTH PA NA
 
N/A       No        
(5) LIFE Care Home SRV OF NW PA

1647 SASSAFRAS STREET
ERIE,PA16501
25-1536879
HOME HEALTH S PA NA
 
N/A       No        
(6) HAMOT-KCH REAL ESTATE VENTURE

300 STATE STREET
ERIE,PA16507
26-3691782
MEDICAL OFFIC PA NA
 
N/A       No        
(7) UPMC HAMOT SURGERY CENTER LLC

200 STATE STREET
ERIE,PA16507
25-1863661
AMBULATORY SU PA NA
 
N/A       No        
(8) EPN-Hamot Urgent Care LLC

600 Grant Street
Pittsburgh,PA15219
27-2147949
Urgent Care PA NA
 
N/A       No        
(9) MEDCARE SUSQUEHANNA VALLEY LLC

409 SOUTH SECOND STREET
HARRISBURG,PA17104
82-1673688
DME PA NA
 
N/A       No        
(10) OMICELO RE I LP

2525 LIBERTY AVENUE
PITTSBURGH,PA15222
47-5603393
REAL ESTATE D DE NA
 
N/A       No        
(11) UPMC LEADER SURGERY CENTER LLC

1703 INNOVATION DRIVE
YORK,PA17408
23-3035083
SURGERY CENT PA NA
 
N/A       No        
(12) BAYFRONT PROFESSIONAL BUILDING LLC

3645 WEST LAKE ROAD
ERIE,PA16505
25-1480837
REAL ESTATE PA NA
 
N/A       No        
(13) CHAUTAUQUA INTEGRATED DELIVERY SYSTEM I

200 HARRISON STREET 2ND FLOOR
JAMESTOWN,NY14701
16-1542139
INTEGRATED DE NY NA
 
N/A       No        
(14) TRI-STATE SURGERY CENTER LLC

80 LANDING DRIVE
WASHINGTON,PA15301
56-2317091
SURGERY CENT PA NA
 
N/A       No        
(15) MEDCARE EQUIPMENT COMPANY LLC

115 EQUITY DRIVE
GREENSBURG,PA15601
26-1361520
MEDICAL EQUIP PA NA
 
N/A       No        
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) HCPHARMACY CENTRAL INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1364192
PHARMACY CO-O PA NA
 
C Corporation          
(2) CHILDREN'S COMMUNITY CARE

600 GRANT STREET
PITTSBURGH,PA15219
25-1781887
PHYSICIAN SRV PA NA
 
C Corporation          
(3) UPMC PHYSICIAN SERVICES HOLDING COMPANY

600 GRANT STREET
PITTSBURGH,PA15219
25-1877017
HOLDING CO PA NA
 
C Corporation          
(4) HEMATOLOGY ONCOLOGY ASSOCIATION INC

600 GRANT STREET
PITTSBURGH,PA15219
42-1648357
PHYSICIAN SRV PA NA
 
C Corporation          
(5) ONCOLOGY HEMATOLOGY ASSOCATION INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1762980
PHYSICIAN SRV PA NA
 
C Corporation          
(6) TRI-STATE NEUROSURGICAL ASSOCIATES UPMC

600 GRANT STREET
PITTSBURGH,PA15219
25-1458655
PHYSICIAN SRV PA NA
 
C Corporation          
(7) RENAISSANCE FAMILY PRACTICE - UPMC INC

600 GRANT STREET
PITTSBURGH,PA15219
26-2942406
PHYSICIAN SRV PA NA
 
C Corporation          
(8) UPMC HOLDING COMPANY INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1777713
HOLDING CO PA NA
 
C Corporation          
(9) UPMC COVERAGE PRODUCTS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1777710
HOLDING CO PA NA
 
C Corporation          
(10) FREEDOM INSURANCE COMPANY

600 GRANT STREET
PITTSBURGH,PA15219
03-0308944
INSURANCE VT NA
 
C Corporation          
(11) TRI-CENTURY INSURANCE CO

600 GRANT STREET
PITTSBURGH,PA15219
25-1500739
INSURANCE PA NA
 
C Corporation          
(12) UPMC DnA INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1883237
INSURANCE PA NA
 
C Corporation          
(13) UPMC HEALTH BENEFITS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1844144
HEALTH INSUR PA NA
 
C Corporation          
(14) UPMC HEALTH NETWORK INC

600 GRANT STREET
PITTSBURGH,PA15219
72-1527566
HEALTH INSUR PA NA
 
C Corporation          
(15) UPMC HEALTH PLAN INC

600 GRANT STREET
PITTSBURGH,PA15219
23-2813536
HEALTH INSUR PA NA
 
C Corporation          
(16) UPMC BENEFIT MANAGEMENT SERVICES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1769564
WORKERS' COMP PA NA
 
C Corporation          
(17) UPMC DIVERSIFIED SERVICES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1778454
HOLDING CO PA NA
 
C Corporation          
(18) MONROEVILLE SPECIALTY CLINIC

600 GRANT STREET
PITTSBURGH,PA15219
25-1666087
AMB SURG PA NA
 
C Corporation          
(19) MEDICAL ARCHIVAL SYSTEMS INC

600 GRANT STREET
PITTSBURGH,PA15219
23-2912501
SOFTWARE DEVE DE NA
 
C Corporation          
(20) RX PARTNERS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1801966
PHARMACY PA NA
 
C Corporation          
(21) BIOTRONICS INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1843500
EQUIP MAINTEN PA NA
 
C Corporation          
(22) MEDICAL CENTER PROPERTIES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1796940
REAL ESTATE PA NA
 
C Corporation          
(23) ASKESIS DEVELOPMENT GROUP INC

600 GRANT STREET
PITTSBURGH,PA15219
54-1625585
SOFTWARE DEVE DE NA
 
C Corporation          
(24) BAYSIDE DEVELOPMENT CORP

300 STATE STREET
ERIE,PA16507
25-1401386
REAL ESTATE PA NA
 
C Corporation          
(25) UPMC WORK ALLIANCE INC

600 GRANT STREET
PITTSBURGH,PA15219
45-2825053
INSURANCE PA NA
 
C Corporation          
(26) UPMC HEALTH COVERAGE INC

600 GRANT STREET 58TH FLOOR
PITTSBURGH,PA15219
46-2824537
INSURANCE PA NA
 
C Corporation          
(27) UPMC HEALTH OPTIONS INC

600 GRANT STREET
PITTSBURGH,PA15219
46-2824626
INSURANCE PA NA
 
C Corporation          
(28) AMERICAN HOME HEALTH SERVICES

868 CORPORATE WAY
WESTLAKE,OH44145
31-1521422
HOME HEALTH C OH NA
 
C Corporation          
(29) ALTOONA FAMILY INC

620 HOWARD AVE
ALTOONA,PA16601
25-1444935
MGMT SVCS PA NA
 
C Corporation          
(30) LEXINGTON HOLDINGS INC

620 HOWARD AVE
ALTOONA,PA16601
25-1794386
HOLDING CO PA NA
 
C Corporation          
(31) LEXINGTON ONE INC

620 HOWARD AVE
ALTOONA,PA16601
25-1468889
RENTAL PA NA
 
C Corporation          
(32) UPMC ALTOONA REGIONAL HEALTH SERVICES

1414 9TH AVENUE
ALTOONA,PA16602
25-1219302
PHYSICIAN SRV PA NA
 
C Corporation          
(33) UPMC EXCESS PL TRUST

600 GRANT STREET
PITTSBURGH,PA15219
82-6254351
TRUST PA NA
 
Trust          
(34) RXANTE INC

511 CONGRESS STREET 803
PORTLAND,ME04101
45-4040219
MEDICATION MG DE NA
 
C Corporation          
(35) SUSQUEHANNA VENTURES INC

1201 GRAMPIAN BOULEVARD
WILLIAMSPORT,PA17701
23-2470623
PHARMACY PA NA
 
C Corporation          
(36) WCA SERVICE CORPORATION INC

207 FOOTE AVENUE
JAMESTOWN,NY14701
16-1151438
SUPPORT NY NA
 
C Corporation          
(37) PINNACLE HEALTH CARDIOVASCULAR INSTITUT

409 SOUTH SECOND STREET
HARRISBURG,PA17104
32-0321362
PHYSICIAN SRV PA NA
 
C Corporation          
(38) HANOVER HEALTH CORPORATION

300 HIGHLAND AVENUE
HANOVER,PA17331
90-0498067
HOLDING CO PA NA
 
C Corporation          
(39) HANOVER APOTHECARY INC

310 STOCK STREET SUITE 1
HANOVER,PA17331
03-0594526
PHARMACY PA NA
 
C Corporation          
(40) UNITED CENTRAL PA RECIPROCAL RISK RETEN

76 SAINT PAUL STREET SUITE 500
BURLINGTON,VT05401
13-4224033
INSURANCE VT NA
 
C Corporation          
(41) PINNACLE HEALTH VENTURES INC

409 SOUTH SECOND STREET
HARRISBURG,PA17104
61-1677624
HOLDING CO PA NA
 
C Corporation          
(42) PINNACLE HEALTH IMAGING INC

409 SOUTH SECOND STREET
HARRISBURG,PA17104
23-1718571
IMAGING SVC PA NA
 
C Corporation          
(43) COLE CARE INC

1001 EAST 2ND STREET
COUDERSPORT,PA16915
25-1497347
DME PA NA
 
C Corporation          
(44) UPMC ITALY HEALTH SERVICES SRL

 
 
HEALTH SVC IT NA
 
C Corporation          
(45) UPMC HOSPITALS LTD

 
 
HOLDING CO EI NA
 
C Corporation          
(46) UPMC PROPERTY LTD

 
 
PROPERTY EI NA
 
C Corporation          
(47) EURO CARE INFRASTRUCTURE LTD

 
 
PROPERTY MGMT EI NA
 
C Corporation          
(48) EURO CARE PROPERTY MANAGEMENT LTD

 
 
PROPERTY MGMT EI NA
 
C Corporation          
(49) UPMC WHITFIELD HOSPITAL LTD

 
 
HOSPITAL EI NA
 
C Corporation          
(50) UPMC GLOBAL OPERATIONS CENTER LTD

 
 
CANCER TREATM EI NA
 
C Corporation          
(51) PANTHER REINSURANCE COMPANY LTD

 
 
98-1402742
INSURANCE CJ NA
 
C Corporation          
(52) FORBES REINSURANCE COMPANY LTD

 
 
98-1400710
INSURANCE CJ NA
 
C Corporation          
(53) CATHEDRAL (RE) INSURANCE CO

 
 
98-1400837
INSURANCE CJ NA
 
C Corporation          
(54) UPMC IRELAND LIMITED

 
 
HEALTHCARE SU EI NA
 
C Corporation          
(55) BLUESPHERE BIO

6425 PENN AVENUE STE 200
PITTSBURGH,PA15206
82-4979766
IMMUNOTHERAPY DE NA
 
C Corporation          
(56) INFECTIOUS DISEASE CONNECT INC

6425 PENN AVENUE STE 200
PITTSBURGH,PA15206
83-3311071
TELEMEDICINE DE NA
 
C Corporation          
(57) NOVASENTA INC

6425 PENN AVENUE STE 200
PITTSBURGH,PA15206
82-5443222
IMMUNOTHERAPY DE NA
 
C Corporation          
(58) UPMC HILLMAN CANCER CENTER - PINNACLE

101 ERFORD ROAD
CAMP HILL,PA17701
83-3640945
CANCER TREATM PA NA
 
C Corporation          
(59) SHANGHAI UPMC CO LTD

 
 
HEALTHCARE MG CH NA
 
C Corporation          
(60) SALVATOR MUNDI INTERNATIONAL HOSPITAL

 
 
HOSPITAL IT NA
 
C Corporation          
(61) SOMERSET MANAGEMENT SERVICES INC

600 GRANT STREET
PITTSBURGH,PA15219
25-1512960
MOB OWNERSHIP PA NA
 
C Corporation          
(62) GENERIAN PHARMACEUTICALS INC

2425 SIDNEY STREET
PITTSBURGH,PA15203
83-3340453
PHARMACY DE NA
 
C Corporation          
(63) WORK PARTNERS NATIONAL INC

600 GRANT STREET
PITTSBURGH,PA15219
84-3141950
INSURANCE PA NA
 
C Corporation          
(64) ASTRATA INC

6425 PENN AVENUE STE 200
PITTSBURGH,PA15206
84-4804493
SOFTWARE DE NA
 
C Corporation          
(65) VEGAVECT

6425 PENN AVENUE STE 200
PITTSBURGH,PA15206
84-4280784
GENE THERAPY DE NA
 
C Corporation          
(66) NOVIMAB

6425 PENN AVENUE STE 200
PITTSBURGH,PA15206
85-1494905
CLINICAL RESE DE NA
 
C Corporation          
(67) REALYZE INTELLEGENCE INC

6425 PENN AVENUE STE 200
PITTSBURGH,PA15206
85-0873923
SOFTWARE DE NA
 
C Corporation          
(68) HAYSTACK CONSOLIDATED SERVICES INC

12500 WILLOWBROOK ROAD
CUMBERLAND,MD21502
52-1335895
INACTIVE PA NA
 
C Corporation          
(69) WESTERN MARYLAND INSURANCE COMPANY LTD

 
 
INSURANCE CJ NA
 
C Corporation          
(70) WILLOWBROOK HEALTHCARE CONDO

12401 WILLOWBROOK ROAD
CUMBERLAND,MD21502
37-1538510
REAL ESTATE DE NA
 
C Corporation          
(71) RXANTE PHARMACY SERVICES INC

511 CONGRESS STREET 803
PORTLAND,ME04101
83-3402761
PHARMACY DE NA
 
C Corporation          
(72) CLANE HOSPITAL DEVELOPMENT ASSOCIATES L

 
 
MANAGEMENT EI NA
 
C Corporation          
(73) UPMC KILDARE HOSPITAL LTD

 
 
HOSPITAL EI NA
 
C Corporation          
(74) UPMC AUT EVEN HOSPITAL LTD

 
 
HOSPITAL EI NA
 
C Corporation          
(75) AVISTA THERAPEUTICS INC

6425 PENN AVENUE STE 200
PITTSBURGH,PA15206
85-3454001
GENE THERAPY PA NA
 
C Corporation          
(76) UPMC CANCER CENTER ZABOK LTD

 
 
CANCER CENTER HR NA
 
C Corporation          
(77) SWIFT SPRAOI HOLDINGS LTD

 
 
HOLDING COMPANY EI NA
 
C Corporation          
(78) SPORTS SURGERY CLINIC LTD

 
 
ORTHOPEDIC SERV. EI NA
 
C Corporation          
(79) MACRADI LTD

 
 
INACTIVE EI NA
 
C Corporation          
(80) MACRADI DEVELOPMENT LTD

 
 
INACTIVE EI NA
 
C Corporation          
(81) THE WASHINGTON PHYSICIAN SERVICE ORG

98 WILSON AVENUE
WASHINGTON,PA15301
25-1780139
PHYSICIAN SRV PA UPMC Washington
 
C Corporation 24,783,301 8,220,874 66.66 % Yes  
(82) HEALTH FUTURES INC

155 WILSON AVENUE
WASHINGTON,PA15301
25-1533189
URGENT CARE PA UPMC Washington
 
C Corporation 0 0 100 % Yes  
(83) PHOENIX-WASHINGTON INC

155 WILSON AVENUE
WASHINGTON,PA15301
25-1492829
SUBSTANCE TREATMENT PA UPMC Washington
 
C Corporation 167,915 758,331 100 % Yes  
Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
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
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) WASHINGTON HEALTH CARE SERVICES INC

B 15,500,000 Actual Amount
(2) THE WASHINGTON HOSPITAL FOUNDATION

C 1,023,318 Actual Amount
(3) WASHINGTON PHYSICIAN SERVICES ORG

J 1,175,254 Actual Amount
(4) THE WASHINGTON HOSPITAL FOUNDATION

Q 595,454 Actual Amount


Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2023
Schedule R (Form 990) 2023
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R, Part I Related organizations and unrelated partnerships 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, 2024. 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.
Schedule R, Part I Related organizations and unrelated partnerships There are organizations included in the UPMC Group form 990 tax return for fiscal year 2024 which are "related" to FILING ENTITY. These organizations are not required to be listed in Schedule R.
Schedule R (Form 990) 2023

Additional Data


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Software Version: 2023v6.0