UPMC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UPMC (EIN 25-0965387)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201221369349303902
- Schema version
- 2010v3.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T11:56:48-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965387 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC HAMOT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UPMC | NameControl |
| Phone | 8148776000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Grant Street 58th Floor | AddressLine1 |
| Address Line2 | C/O Corporate Tax Dept | AddressLine2 |
| City | Pittsburgh | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN M DANCH | Name |
| Title | TREASURER & SRVP/CFO | Title |
| Date Signed | 2012-05-15 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | JOHN T MALONE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 STATE STREET | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 16550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 460629956 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.upmchamot.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1881 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | UPMC HAMOT IS A PREMIER PROVIDER OF INPATIENT AND OUTPATIENT MEDICAL SERVICES TO RESIDENTS OF WESTERN PENNSYLVANIA, WESTERN NEW YORK AND NORTHEASTERN OHIO. UPMC HAMOT'S GOAL TO SERVE THE RESIDENTS OF | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3071 | TotalNbrEmployees |
| Total Nbr Volunteers | 139 | TotalNbrVolunteers |
| Total Gross UBI | 289171 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -76662 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1579814 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5420233 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 316609103 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 349576725 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2133057 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6419401 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4018085 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 324340059 | TotalRevenuePriorYear |
| Total Revenue Current Year | 361416359 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 20562936 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 131456189 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 139343889 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 170314133 | OtherExpensePriorYear |
| Other Expenses Current Year | 203215097 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 322333258 | TotalExpensesPriorYear |
| Total Expenses Current Year | 342558986 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2006801 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18857373 | RevenuesLessExpensesCY |
| Total Assets BOY | 340648399 | TotalAssetsBOY |
| Total Assets EOY | 585209974 | TotalAssetsEOY |
| Total Liabilities BOY | 221436050 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 324012641 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 119212349 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 261197333 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | UPMC HAMOT'S MISSION IS TO SERVE OUR PATIENTS AND COMMUNITY IN THE HAMOT TRADITION OF QUALITY, HEALTH, HEALING AND EDUCATION. TO PUT SIMPLY, "TO SERVE." | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 320970783 | Expense |
| Revenue | 346782951 | Revenue |
| Description | SEE SCHEDULE O | Description |
| Total Program Service Expense | 320970783 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 400 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3071 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JUDITH L JOHNSON | NamePerson |
| Telephone Number | 8148773896 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 STATE STREET SUITE 100 | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16507 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Scott B Kern | ||||||||
| Board Chairman | 5.0 | X | X | 0 | 0 | 0 | ||
| Desmond J McDonald | ||||||||
| Board Vice Chairman | 5.0 | X | 0 | 0 | 0 | |||
| Nancy J Anderson | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Gregory S Baldwin Esq | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Jeffrey E Beach CPA | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Mary C Bula | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Elizabeth Concordia | ||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |||
| George M Currie | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Leslie Davis | ||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |||
| Robert DeMichiei | ||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |||
| Robert J Ferraro MD | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Richard E Griffith | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Richard S Hamilton | ||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |||
| C Talbot Heppenstall Jr | ||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |||
| Margaret Joy | ||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |||
| Carolynn Masters PhD | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Philip Garcia | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Linda Myers | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Mark H Raimy | ||||||||
| Board Member | 5.0 | X | 0 | 0 | 0 | |||
| Nicholas N Scott | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Dennis Scully MD | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Thomas A Tupitza Esq | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| Joseph Walton | ||||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |||
| Gail Welch | ||||||||
| Board Member | 2.0 | X | 0 | 0 | 0 | |||
| John T Malone | ||||||||
| President | 50.0 | X | 746017 | 0 | 92826 | X | ||
| Donald K Inderlied | ||||||||
| Board Secretary / Secretary | 50.0 | X | 240986 | 0 | 36313 | |||
| Stephen M Danch | ||||||||
| Treasurer/ CFO | 50.0 | X | 381710 | 0 | 58016 | |||
| V James Fiorenzo | ||||||||
| Executive Vice President/COO | 50.0 | X | 478352 | 0 | 64362 | |||
| John Lyons MD | ||||||||
| Physician | 40.0 | 259574 | 0 | 3702 | X | |||
| Richard Long MD | ||||||||
| Chief Medical Officer | 40.0 | 371221 | 0 | 60291 | X | |||
| Debbie Burbules | ||||||||
| VP Women Services | 40.0 | 211959 | 0 | 33608 | X | |||
| Gary Maras | ||||||||
| VP Bus Development | 40.0 | 240097 | 0 | 39114 | X | |||
| Joseph Butler | ||||||||
| Chief Information Officer | 40.0 | 231578 | 0 | 29449 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3161494 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 417681 | TotalOtherCompensation |
| Number Individuals GT100 K | 133 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | CompensationCompensation |
|---|---|---|---|---|
| PERRY CONTRUCTION GROUP | ||||
| 1440 W 21ST STREET | ERIE | PA | 16512 | 17263297 |
| MEDICOR ASSOCIATES INC | ||||
| 120 EAST 2ND STREET | ERIE | PA | 16507 | 15313256 |
| CLINICAL PATHOLOGY INSTITUTE | ||||
| 1526 PEACH STREET | ERIE | PA | 16501 | 11016653 |
| NORTH AMERICAN PARTNERS IN ANESTHES | ||||
| 68 SOUTH SERVICE ROAD SUITE 350 | MELVILLE | NY | 11747 | 2442293 |
| SODEXHO | ||||
| RT 532 GENERAL SULLIVAN ROAD | WASHINGTON CROSSING | PA | 18977 | 1673723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 46 | NumberOfContractorsGT100K |
| All Other Contributions | 5420233 | AllOtherContributions |
| Total Contributions | 5420233 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 621990 | 344796073 | 344796073 | |
| RENTAL INCOME | 621110 | 1044513 | $1,044,513 | |
| JOINT VENTURE REVENUE | 900099 | 888300 | 888300 | |
| TEACHING INCOME | 611710 | 661235 | 661235 | |
| CLINICAL TRIALS RESEARCH | 900099 | 437343 | 437343 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1749261 | TotalRevenueColumn |
| Unrelated Business Revenue | 289171 | UnrelatedBusinessRevenue |
| Exclusion | $1,460,090 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 349576725 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5945773 | TotalRevenueColumn |
| Exclusion | $5,945,773 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 99665922 | Securities |
| Other | 21303 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 99014021 | Securities |
| Other | 199576 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 651901 | Securities |
| Other | -178273 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 473628 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 361416359 | TotalRevenueColumn |
| Related Or Exempt Function Income | 346782951 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 289171 | UnrelatedBusinessRevenue |
| Exclusion | $8,450,376 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2098574 | Total |
| Management And General | 2098574 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105470854 | Total |
| Program Services | 96396449 | ProgramServices |
| Management And General | 9074405 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5734728 | Total |
| Program Services | 5244145 | ProgramServices |
| Management And General | 490583 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18248154 | Total |
| Program Services | 16525993 | ProgramServices |
| Management And General | 1722161 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7791579 | Total |
| Program Services | 7106699 | ProgramServices |
| Management And General | 684880 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 441887 | Total |
| Program Services | 24613 | ProgramServices |
| Management And General | 417274 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155490 | Total |
| Management And General | 155490 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12046 | Total |
| Management And General | 12046 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267996 | Total |
| Program Services | 267996 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43694053 | Total |
| Program Services | 40368438 | ProgramServices |
| Management And General | 3325615 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 796741 | Total |
| Program Services | 796741 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4194835 | Total |
| Program Services | 3792127 | ProgramServices |
| Management And General | 402708 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4040462 | Total |
| Program Services | 3232370 | ProgramServices |
| Management And General | 808092 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8821601 | Total |
| Program Services | 7419849 | ProgramServices |
| Management And General | 1401752 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 605912 | Total |
| Program Services | 534596 | ProgramServices |
| Management And General | 71316 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 654023 | Total |
| Program Services | 175867 | ProgramServices |
| Management And General | 478156 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4633402 | Total |
| Program Services | 4633402 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14181694 | Total |
| Program Services | 14181694 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5555172 | Total |
| Program Services | 5520804 | ProgramServices |
| Management And General | 34368 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| MEDICAL/PATIENT SUPPLIES | 51874195 | 51874195 |
| PROVISION FOR BAD DEBTS | 37555625 | 37555625 |
| DRUGS | 15937288 | 15937288 |
| MA MODERNIZATION ASSESS | 5938276 | 5938276 |
| LAUNDRY & LINEN SERVICE | 773696 | 773696 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3080703 | Total |
| Program Services | 2669920 | ProgramServices |
| Management And General | 410783 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 342558986 | Total |
| Program Services | 320970783 | ProgramServices |
| Management And General | 21588203 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3039 | BOY |
| EOY | 3239 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25493660 | BOY |
| EOY | 13169387 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35964226 | BOY |
| EOY | 35464443 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114375 | BOY |
| EOY | 79375 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7322470 | BOY |
| EOY | 3333585 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11420274 | BOY |
| EOY | 9343803 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 206213131 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65422753 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142160893 | BOY |
| EOY | 140790378 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89198489 | BOY |
| EOY | 86542573 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9740050 | BOY |
| EOY | 43281062 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 223088806 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19230923 | BOY |
| EOY | 30113323 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340648399 | BOY |
| EOY | 585209974 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35814385 | BOY |
| EOY | 32893765 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260341 | BOY |
| EOY | 370121 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102088633 | BOY |
| EOY | 102945653 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16233754 | BOY |
| EOY | 4995904 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67038937 | BOY |
| EOY | 182807198 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221436050 | BOY |
| EOY | 324012641 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117684531 | BOY |
| EOY | 259625147 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50774 | BOY |
| EOY | 38279 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1477044 | BOY |
| EOY | 1533907 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119212349 | BOY |
| EOY | 261197333 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340648399 | BOY |
| EOY | 585209974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 18857373 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 123127611 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $12,046 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 12046 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART II-B, LINE 1(I), OTHER LOBBYING ACTIVITIES | Identifier |
| Explanation | THE ORGANIZATION PAYS MEMBERSHIP DUES TO THE HOSPITAL & HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA ("HAP"). A PORTION OF THE DUES PAID TO HAP ARE USED FOR LOBBYING PURPOSES BY HAP. THIS AMOUNT REPRESENTS THE PORTION OF MEMBERSHIP DUES USED BY HAP FOR LOBBYING PURPOSES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4979701 | OtherCostOrOtherBasis |
| Book Value | 4979701 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 112978203 | OtherCostOrOtherBasis |
| Depreciation | -9078035 | Depreciation |
| Book Value | 122056238 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 283251 | OtherCostOrOtherBasis |
| Depreciation | 142957 | Depreciation |
| Book Value | 140294 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100808642 | OtherCostOrOtherBasis |
| Depreciation | 75319308 | Depreciation |
| Book Value | 25489334 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | -12836666 | OtherCostOrOtherBasis |
| Depreciation | -961477 | Depreciation |
| Book Value | -11875189 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 140790378 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH & CASH EQUIVALENTS | 26885512 | C |
| U.S. GOVERNMENT & AGENCY OBLIG | 13974348 | C |
| GUARANTEED INVESTMENT CONTRACT | 2155586 | C |
| ALTERNATIVE INVESTMENTS | 265616 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 43281062 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated (11 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| EMERGYCARE, INC. | 248 | C |
| ASSOCIATED CLINICAL LAB, LLP | 1366378 | C |
| HAMOT SURGERY CENTER, LLC | 3989221 | C |
| REGIONAL AMBULATORY SURGERY CT | 951523 | C |
| VHA | 148000 | C |
| BAYFRONT REGIONAL DEVELOPMENT | 15465000 | C |
| CLINICAL PATHOLOGY INSTITUTE | 512636 | C |
| GREAT LAKES HOME HEALTHCARE | 100 | C |
| HAMOT-KCH REAL ESTATE VENTURE | 35700 | C |
| HAMOT COLE VENTURES | 620000 | C |
| UPMC NOTE RECEIVABLE | 200000000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 223088806 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN HHF | 19659609 |
| INTERCOMPANY RECEIVABLE | -14829 |
| COMMUNITY HEALTH ALLIANCE ADV | 5324354 |
| THIRD PARTY PAYORS SETTLEMENTS | 3034546 |
| DEFERRED FINANCING COSTS | 2102143 |
| OTHER ASSETS | 7500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 30113323 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERCOMPANY PAYABLES | $137,473,796 |
| DEFERRED COMPENSATION | $18,728,955 |
| PENSION LIABILITY | $11,854,037 |
| ESTIMATED MEDICAL MALPRACTICE RESERVE LIABILITY | $14,371,661 |
| OTHER LIABILITY | $378,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 182807198 | TotalOfAmounts |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent200 D | X | Pcent200D |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1121654 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1121654 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00360 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 42403762 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 33064323 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 9339439 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02980 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 43525416 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 33064323 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 10461093 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03340 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 190000 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 190000 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00010 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 5829943 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 2793941 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3036002 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00970 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1489608 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 17450 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1472158 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00470 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 540992 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 452341 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 88651 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1184731 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 1184731 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00380 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 9235274 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 3263732 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 5971542 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01860 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 52760690 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 36328055 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 16432635 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05200 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 413043 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 413043 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00130 | PercentOfTotalExpense |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 531861 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 531861 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00170 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 944904 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 944904 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00300 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $7,276,781 | BadDebtExpenseAmount |
| Amount Attributable To | 2647011 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 129746163 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 143531679 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -13785516 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV
Name Of Entity NameOfEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMOT SURGERY CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Ent Primary Activity | OUTPATIENT SURGERY CENTER | DescriptionEntPrimaryActivity |
| Organization Profit Or Ownership | 0.51000 | OrganizationProfitOrOwnership |
| Physicans Profit Or Ownership | 0.49000 | PhysicansProfitOrOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 1 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility Number | 1 | FacilityNumber |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC HAMOT | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 STATE STREET | AddressLine1 |
| City | ERIE | City |
| State | PA | State |
| ZIP Code | 16550 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed Hospital | X | LicensedHospital |
| General Medical And Surgical | X | GeneralMedicalAndSurgical |
| Teaching Hospital | X | TeachingHospital |
| Research Facility | X | ResearchFacility |
| Er24 Hours | X | Er24Hours |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPMC HAMOT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I FINANCIAL ASSISTANCE AND CERTAIN OTHER COMMUNITY BENEFITS AT COST | LINE 6B, LINE 7, LINE 7G, LINE 7 COLUMN F | LINE 6B - THE ORGANIZATIONS COMMUNITY BENEFIT REPORT IS CONTAINED IN A REPORT PREPARED BY THE HAMOT HEALTH FOUNDATION. LINE 7 - The costing methodology used to calculate the amounts reported in Part 1 Line 7 is a combination of direct costs as well as indirect costs where obtainable. Where appropriate, to determine cost a ratio of costs to charges method is employed. The method is in line with those described in Schedule H, Worksheet 2, "Ratio of Patient Costs to Charges". LINE 7G - The organization includes as subsidized health services costs attributable to a physician clinic in the amount of $377,158. LINE 7 COLUMN F - The Bad Debt expense of $37,555,625 from line 24(b) of Part IX is subtracted from the total expenses of $346,022,980 per line 25 Column A of Part IX in order to calculate the percentages in part I Line 7 Column f. |
| PART III BAD DEBT, MEDICARE, & COLLECTION PRACTICES | LINE 4, LINE 8 AND LINE 9B | LINE 4 - COSTING METHODOLOGY USED TO DETERMINE THE AMOUNTS REPORTED IN PART III LINE 2 AND 3: The costing method used to calculate the amounts in Schedule H Part III lines 2 and 3 is a ratio of cost to charges method. Discounts and payments in patient's accounts are deducted before the cost of bad debt expense is determined. The method employed is in line with those described in Schedule H, Worksheet 2, "Ratio of Patient Costs to Charges". RATIONALE FOR INCLUDING BAD DEBT AMOUNTS IN COMMUNITY BENEFIT: The organization's bad debt expense consists solely of self pay patients accounts deemed uncollectable. It is UPMC Hamot's contention that the cost of bad debt should be stated in Part I Line 7 of Schedule H as they represent the costs for provision of services to patients for which the entity has exhausted all recourse for reimbursement. The services provided to patients who present themselves are provided regardless of a patient's ability to pay is in line with the organizations charitable mission and service to our community. These expenses are incurred regardless of the efficiency of the provision of the related medical care and are deemed to have been medically necessary for the patient. METHOD THE ORGANIZATION USES TO DETERMINE THE ESTIMATED AMOUNT OF THE ORGANIZATIONS BAD DEBT EXPENSE AT COST ATTRIBUTABLE TO PATIENTS ELIGIBILITY UNDER THE ORGANIZATIONS CHARITY CARE POLICY: The method that the organization uses to determine the amount of the cost of bad debts that reasonably could be attributable to patients who likely would qualify for financial assistance under the hospital's charity care policy if sufficient information had been available to make a determination of their true eligibility is based on a statistical model applied to a sampling of inpatient accounts. The predictive model takes into consideration consumer activity and data, court records, government records, census data and encompasses healthcare economics, local demographics and credit policies. LINE 8 - COSTING METHODOLOGY USED TO DETERMINE THE MEDICARE ALLOWABLE COSTS OF CARE AND AS REPORTED IN THE ORGANIZATIONS MEDICARE COST REPORT: The costing methodology used to determine the Medicare allowable costs of care is a ratio of costs to charges method. The method is in line with those described in Schedule H, Worksheet 2, "Ratio of Patient Costs to Charges". It is UPMC Hamot's contention that all amounts calculated to be shortfalls in reimbursement for services provided to Medicare patients are truly uncompensated care that should be stated in Part I Line 7 of Schedule H of Form 990 as they represent costs for provision of services to patients for which the entity has no recourse for reimbursement, regardless of the efficiency of provision of the related care costs. LINE 9B - COLLECTION PRACTICES SET FORTH IN THE ORGANIZATIONS COLLECTION POLICY THAT APPLY TO PATIENTS QUALIFYING FOR CHARITY CARE OR FINANCIAL ASSISTANCE: If determined at any point prior to or during the patients stay that the patient is medically indigent, credit personnel will assist the patient, patient's family or guarantor in completing an application for state medical assistance and may suspend certain admission and in house payment requirements pending final determination as to medical assistance eligibility. Patients may request charity care post discharge by either calling or visiting the hospital and speaking with the patient accounting office. Personnel in patient accounting are designated to handle charity care applications. |
| PART VI SUPPLEMENTAL INFORMATION | LINE 2, LINE 3, LINE4, LINE 5, LINE 6 AND LINE 7 | LINE 2 - Hamot Medical Center assesses the health care needs of the community as part of the regular strategic planning cycle. Periodically a comprehensive assessment is done of the environment, including health care needs of the communities served. The assessment is then updated annually and presented to the strategic planning committee of the Board of Directors for use in the strategic plan. Assessment includes evaluating current environmental, demographic, and economic factors both globally and locally, as well as industry specific factors. Sources we regularly reference are The Pennsylvania Department of Health's Behavioral Risk Factor Survey, Healthy People Statistics, health status indicators, and cancer incidence and mortality reports. These are all available at the county level. We also use consumer surveys regarding health care utilization and access administrated by National Research Corporation. There are also various industry publications we consult. We have also worked actively with partners in our community. We are currently working collaboratively with our local Department of Health, the Erie Community Foundation, as well as other hospital providers in Erie County to develop a more formal community health needs assessment. LINE 3 - The charity care policy is posted throughout the medical center including postings at each registration window. Charity care applications are provided to all uninsured patients. Patients are also given information regarding financial assistance in their information packet and it is reviewed during the admission process. LINE 4 - UPMC Hamot's primary service area is Erie county, Pennsylvania and it secondary service area encompasses Crawford, Warren and McKean counties in Pennsylvania, Ashtabula county in Ohio, and Chautauqua County in New York. Erie County has a population of approximately 280,000 and the secondary service area has a population of approximately 410,000. While Erie County is largely urban and suburban the secondary service area is largely rural. Median household income in Erie County is $42,341 and 15.6% of the residents fall below the federal poverty level with over 22% of the population being Medicaid recipients. Of the 314,000 residents in the Pennsylvania and New York secondary service areas over 65,000 are Medicaid. Median household income in the secondary service area counties ranges between $38,300 and $41,000 and the percent of residents below the federal poverty level ranges from 12.2% in Warren County up to 17.1% in Chautauqua County. Erie County has 13 federally designated Medically Underserved Areas ("MUAS") while Crawford and McKean counties have 25 MUAS together. Chautauqua County has 1 MUA. LINE 5 - Through UPMC Hamot's financial support, organizations and communities can provide health services without otherwise having the means. Without these sponsored programs, the community could not otherwise financially support them. UPMC Hamot supports the community by subsidizing the local emergency transportation entity. Without Hamot's support the transportation entity could not remain financially viable. Though tax exempt, UMC Hamot pays property taxes exceeding $1 million though its PILOT program entered into with local, school district and county taxing authorities. UPMC Hamot has an open medical staff extending privileges to all qualified physicians for all departments. The Board of Directors of UPMC Hamot are made up in the majority of community members who are independent to UPMC Hamot. Surplus funds of UPMC Hamot are all reinvested in the hospital and the surrounding communities to promote the health of all served. LINE 6 - The delivery system of entities affiliated with UPMC Hamot is able to provide patients with all medically necessary services. These services include ambulatory surgery, durable medical equipment, home care services, medical transportation, physicians in all specialties to provide healthcare services, and all types of outpatient and ambulatory diagnostic services. UPMC Hamot's mission is to promote healthcare for the benefit of all its services and to provide the highest quality of patient care in a dignified environment without regard to a patient's ability to pay. LINE 7 - STATES RECEIVING COMMUNITY BENEFIT REPORT Pennsylvania |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Donald K Inderlied | |||||||||||||
| 171545 | 0 | 33265 | 0 | 36176 | 0 | 22517 | 0 | 13796 | 0 | 277299 | 0 | 0 | 0 |
| John T Malone | |||||||||||||
| 460573 | 0 | 185908 | 0 | 99536 | 0 | 77313 | 0 | 15513 | 0 | 838843 | 0 | 0 | 0 |
| Stephen M Danch | |||||||||||||
| 266572 | 0 | 69396 | 0 | 45742 | 0 | 40844 | 0 | 17172 | 0 | 439726 | 0 | 0 | 0 |
| V James Fiorenzo | |||||||||||||
| 321836 | 0 | 99310 | 0 | 57206 | 0 | 49676 | 0 | 14686 | 0 | 542714 | 0 | 0 | 0 |
| John Lyons MD | |||||||||||||
| 258600 | 0 | 0 | 0 | 974 | 0 | 2259 | 0 | 1443 | 0 | 263276 | 0 | 0 | 0 |
| Richard Long MD | |||||||||||||
| 310053 | 0 | 56930 | 0 | 4238 | 0 | 45867 | 0 | 14424 | 0 | 431512 | 0 | 0 | 0 |
| Debbie Burbules | |||||||||||||
| 180889 | 0 | 30380 | 0 | 690 | 0 | 17640 | 0 | 15968 | 0 | 245567 | 0 | 0 | 0 |
| Gary Maras | |||||||||||||
| 171744 | 0 | 37014 | 0 | 31339 | 0 | 22252 | 0 | 16862 | 0 | 279211 | 0 | 0 | 0 |
| Joseph Butler | |||||||||||||
| 183162 | 0 | 30951 | 0 | 17465 | 0 | 12084 | 0 | 17365 | 0 | 261027 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 4B RETIREMENT PLAN | Identifier |
| Explanation | THE FOLLOWING OFFICERS, KEY EMPLOYEES, AND 5 HIGHEST PAID EMPLOYEES PARTICIPATED IN THE ORGANIZATION'S SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN, AND HAD THE FOLLOWING AMOUNTS INCLUDED IN THEIR TAXABLE INCOME FOR 2010: JOHN T. MALONE - $62,613 DONALD K. INDERLIED - $11,195 STEPHEN M. DANCH - $26,144 V. JAMES FIORENZO - $34,976 DEBBIE BURBULES - $9,865 GARY MARAS - $10,942 RICHARD LONG MD - $36,067 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| ERIE COUNTY HOSPITAL AUTHORITY | |||||||
| 232302072 | 295200523 | 2006-04-06 | 23921150 | SERIES 2006 SEE SCHEDULE O | false | false | false |
| ERIE COUNTY HOSPITAL AUTHORITY | |||||||
| 232302072 | 295200TA7 | 2007-07-31 | 30141552 | SERIES 2007 SEE SCHEDULE O | false | false | false |
| ERIE COUNTY HOSPITAL AUTHORITY | |||||||
| 232302072 | 295200TKS | 2008-07-01 | 8210000 | SERIES 2008 SEE SCHEDULE O | false | false | false |
| ERIE COUNTY HOSPITAL AUTHORITY | |||||||
| 232302072 | 2010-05-06 | 35000000 | SERIES 2010ABC SEE SCHEDULE O | true | false | false | |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Refunding EscrowRefundingEscrow |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 25307118 | 2155586 | 277420 | 535160 | 22338951 | 2010 | false | false | true | true | ||
| 31252910 | 328700 | 500770 | 30423440 | 2010 | false | false | true | true | |||
| 8210000 | 150656 | 2008 | true | false | true | true | 690000 | ||||
| 35000000 | 522137 | 10527255 | 2010 | true | true | true | true | 2085000 | 9107354 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | true | false | true | 0.01700 | 0.00000 | 0.01700 | true |
| false | false | true | false | true | 0.04100 | 0.00000 | 0.04100 | true |
| false | false | true | false | true | 0.01700 | 0.00000 | 0.01700 | true |
| false | false | true | false | true | 0.01900 | 0.00000 | 0.01900 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|
| IXIS FUNDING CORP | |||||||
| false | false | false | true | 10. | true | true | false |
| (no name) | |||||||
| false | false | false | false | false | false | ||
| (no name) | |||||||
| false | true | false | false | false | false | ||
| (no name) | |||||||
| false | false | false | false | false | false | ||
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K PART V SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | SERIES 2006, 2007, 12/12/2006 FINANC, 7/16/2009 FINANC, 8/31/2010 FINANCI | ReturnReference |
| Explanation | SERIES 2006 $1,385,967.79 WAS EARNED IN THE CONSTRUCTION FUND DURING CONSTRUCTION AND SPENT ACCORDING TO THE PURPOSE OF THE BONDS SERIES 2007 $1,111,358.09 WAS EARNED IN THE CONSTRUCTION FUND DURING CONSTRUCTION AND SPENT ACCORDING TO THE PURPOSE OF THE BONDS. 12/12/2006 FINANCING $203,327.61 WAS EARNED IN THE CONSTRUCTION FUND DURING CONSTRUCTION AND SPENT ACCORDING TO THE PURPOSE OF THE BONDS. $688,519.03 WAS USED FOR PRINCIPAL AND INTEREST PAYMENTS. 7/16/2009 FINANCING $879.78 WAS EARNED IN THE CONTRUCTION FUND DURING CONSTRUCTION AND SPENT ACCORDING TO THE PURPOSE OF THE BONDS. 8/31/2010 FINANCING $480.05 WAS EARNED IN THE CONSTRUCTION FUND DURING CONSTRUCTION AND SPENT ACCORDING TO THE PURPOSE OF THE BONDS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SCHEDULE O | NamePerson |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I SUMMARY | LINE 1 | PART I, LINE 1 CONTINUED - WESTERN PENNSYLVANIA, WESTERN NEW YORK AND NORTHEASTERN OHIO. UPMC HAMOT'S GOAL TO SERVE THE COMMUNITY IS ACCOMPLISHED THROUGH A COMMITMENT TO PATIENT-FOCUSED CARE AND OUTCOMES MANAGEMENT, OUTSTANDING CUSTOMER SERVICE, STRONG REGIONAL PARTNERSHIPS, RESEARCH, AND COMMUNITY EDUCATION AND PROGRAMS. UPMC HAMOT IS DEDICATED TO SERVICE ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. |
| PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | LINE 4D OTHER PROGRAM SERVICES | INPATIENT SERVICES: UPMC HAMOT IS A 412 BED TERTIARY HOSPITAL WITH MEDICAL SPECIALTIES THAT INCLUDE CARIOLOGY, NEUROSCIENCE, GASTROINTESTINAL CARE, CRITICAL CARE, ORTHPAEDICS AND WOMAN'S HEALTH SERVICES. DURING FISCAL YEAR 2011, UPMC HAMOT'S ADMISSIONS WERE APPROXIMATELY 18,200 AND HAD APPROXIMATELY 86,000 PATIENT DAYS. UPMC HAMOT IS ACCREDITED BY THE JOINT COMMISSION AND ALSO HAS AN ADVANCED CERTIFICATION FROM THEM AS A PRIMARY STROKE CENTER. SOME OF THE OTHER MOST CURRENT ACCOLADES INCLUDE: THOMSON REUTERS "100 TOP HOSPITALS" IN BOTH TOP NATIONAL HOSPITALS AND CARDIOVASCULAR CARE; A THREE YEAR ACCREDITATION (WITH COMMENDATION) FROM THE AMERICAN COLLEGE OF SURGEONS' COMMISSION ON CANCER CARE; AMERICAN HEART ASSOCIATION "GET WITH THE GUIDELINES"; STROKE GOLD PLUS PERFORMANCE AWARD; JOINT COMMISSION ADVANCED CERTIFICATION IN STROKE CARE AND HEART FAILURE PROGRAM; U.S. NEWS & WORLD REPORT - AMERICA'S BEST HOSPITALS PULMONARY; HIGHMARK BLUE DISTINCTION CENTER FOR CARDIAC, BARIATRIC, KNEE AND HIP REPLACEMENT; NATIONAL RESEARCH CORPORATION CONSUMER CHOICE AWARD; AND THE AMERICAN COLLEGE OF RADIOLOGY BREAST IMAGING CENTER OF EXCELLENCE. UPMC HAMOT ALSO MAINTAINS AN ORTHOPAEDIC CLINIC THAT SERVES PRIMARILY THE INDIGENT OF THE COMMUNITY. OUTPATIENT SERVICES: UPMC HAMOT OUTPATIENT SERVICES INCLUDE OUTPATIENT SURGERY, EMERGENCY ROOM VISITS, HOME HEALTH VISITS, OUTPATIENT CARDIOLOGY PROCEDURES, RADIOLOGY PROCEDURES, ORTHOPAEDIC PROCEDURES, AND PHYSICIAL REHABILITATION. THE TOTAL OUTPATIENT VOLUME WAS APPROXIMATELY 351,000. MEDICAL EDUCATION AND RESEARCH: TO FURTHER UPMC HAMOT'S GOAL TO PROVIDE OUTSTANDING PATIENT CARE, UPMC HAMOT HAS ESTABLISHED THE FOLLOWING GRADUATE PROGRAMS: PHARMACY RESIDENCY, NEUROLOGY RESIDENCY, ORTHOPAEDIC SURGERY RESIDENCY, ORTHOPAEDIC HAND SURGERY FELLOWSHIPS, AND EMERGENCY MEDICINE. THE CONTINUING MEDICAL EDUCATION DEPARTMENT IS ACCREDITED BY THE PENNSYLVANIA MEDICAL SOCIETY AND ENABLES PHYSICIANS OUTSIDE OF HAMOT TO RECEIVE REQUIRED EDUCATIONAL CREDITS. THE DEPARTMENT'S MOST RECENT ANNUAL REPORT SHOWED THAT MORE THAN 3,000 DOCTORS ATTENDED THESE COURSES. UPMC HAMOT HOUSES A SCHOOL OF ANESTHESIA IN CONJUNCTION WITH A LOCAL UNIVERSITY. THE ANESTHESIA PROGRAM IS ACCREDITED BY THE COUNCIL ON ACCREDITATION OF NURSE ANESTHESIA. LAST YEAR, 20 STUDENTS GRADUATED FROM THE PROGRAM. VARIOUS RESEARCH ACTIVITIES SUPPORT MEDICAL EDUCATION AND ADVANCEMENTS IN PATIENT CARE. UPMC HAMOT PARTICIPATES IN CLINICAL TRIALS FOR DRUGS AND DEVICES IN THE FINAL TESTING STAGES AS WELL AS BASIC SCIENCE RESEARCH. COMMUNITY EDUCATION AND SUPPORT PROGRAMS: UPMC HAMOT WORKS IN CLOSE PARTNERSHIP WITH THE COMMUNITY TO PROVIDE SERVICES. UPMC HAMOT PARTICIPATES IN THE "PILOT" (PAYMENT IN LIEU OF TAXES) PROGRAM WHICH WAS APPROXIMATELY $1,173,000 IN FISCAL YEAR 2011, AND SUBSIDIZES THE LOCAL EMERGENCY TRANSPORTATION FOR APPROXIMATELY $400,000 ANNUALLY. IN ADDITION, UPMC HAMOT PROVIDES MANY OTHER EDUCATIONAL AND SUPPORT SERVICES TO THE COMMUNITY INCLUDING SUPPORT TO BUILD UP THE DOWNTOWN DISTRICT WITHIN WHICH UPMC HAMOT'S CAMPUS RESIDES. UPMC HAMOT ALSO CONDUCTS VARIOUS FREE HEALTH SCREENINGS AND EDUCATION SESSIONS AT LOCATIONS THROUGHOUT THE CITY INCLUDING CAR SEAT SAFETY, COMMUNITY VACCINATION PROGRAMS, UPMC HAMOT HEART FOR WOMEN, ATV SAFETY TRAINING, SPEAKERS BUREAU AND LECTURE SERIES, LET ME CALL YOU SWEETHEART, HEART AND SOLES, AND WEAR RED FOR WOMEN. |
| PART VI GOVERNANCE, MANAGEMENT, AND DISCLOSURE | SECTION A, LINE 2,4 ; SECTION B, LINE 11; LINE 12C; SECTION C, LINE 19 | PART VI SECTION A LINE 4 - ON FEBRUARY 1, 2011, UPMC, HAMOT MEDICAL CENTER ('HAMOT') AND THE HAMOT HEALTH FOUNDATION ("FOUNDATION") EXECUTED AN INTEGRATION AND AFFILIATION AGREEMENT (THE "AGREEMENT") PROVIDING FOR AN AFFILIATION BETWEEN UPMC AND HAMOT. ON THE DATE OF THE AFFILIATION, THE ARTICLES OF INCORPORATION AND BYLAWS OF HAMOT WERE AMENDED SUCH THAT UPMC BECAME THE SOLE CORPORATE MEMBER OF HAMOT. AS A RESULT OF THE AFFILIATION, UPMC ACQUIRED $406,664,000 OF TOTAL ASSETS, CONSISTING PRIMARILY OF PROPERTY, PLANT AND EQUIPMENT AND INVESTMENTS, AND ASSUMED $255,631,000 OF HAMOT'S LIABILITIES CONSISTING PRIMARILY OF LONG-TERM DEBT OBLIGATIONS. SECTION B LINE 11 - A COPY OF THE FORM 990 IS POSTED TO A SECURE WEBSITE FOR ALL BOARD MEMBERS TO REVIEW. THE CFO PROVIDES FORM 990 HIGHLIGHTS TO THE AUDIT COMMITTEE OF THE BOARD, AND THE CHAIR OF THE AUDIT COMMITTEE RECEIVES AN ENTIRE COPY OF THE FORMS 990 AND 990-t. ALSO, THE COMPLIANCE OFFICER REVIEWS THE OFFICERS' COMPENSATION WITH THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. THE CHAIR OF THE COMPENSATION COMMITTEE REVIEWS THE OFFICER AND KEY EXECUTIVE COMPENSATION WITH THE FULL BOARD. THE EXECUTIVE COMPENSATION AND AUDIT COMMITTEE MEMBERSHIPS CONSIST OF ONLY "INDEPENDENT" TRUSTEES AS DEFINED BY THE GOVERNANCE POLICY. LINE 12C - BOARD MEMBERS, OFFICERS, KEY EMPLOYEES AND OTHER SENIOR EXECUTIVES ARE REQUIRED TO SUBMIT FORMAL CONFLICT OF INTEREST STATEMENTS ON AT LEAST AN ANNUAL BASIS AND WHENEVER THE PERSON FIRST BECOMES SUBJECT TO THE POLICY OR THERE HAS BEEN ANY MATERIAL CHANGES IN THE PERSON'S RESPONSES TO THE PREVIOUSLY PROVIDED STATEMENT. THE STATEMENTS ARE PROVIDED TO, REVIEWED BY AND MAINTAINED BY THE CORPORATION'S CHIEF GOVERNANCE OFFICER. CONFLICTS OF INTEREST MUST BE DISCLOSED TO THE BOARD OF DIRECTORS OR COMMITTEE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. IN ORDER TO MONITOR CONFLICTS OF INTEREST ARISING OUT OF TRANSACTIONS THAT WOULD NOT IN THE ORDINARY COURSE BE PRESENTED TO THE BOARD OR A COMMITTEE WITH BOARD DELEGATED POWERS, THE CHIEF GOVERNANCE OFFICER REVIEWS THE CONFLICT. QUARTERLY, THE CORPORATIONS'S ACCOUNTS PAYABLE DEPARTMENT WILL PROVIDE A COMPREHENSIVE LIST OF ANY TRANSACTIONS WITH A MEMBER OF THE BOARD, THEIR COMPANY/ORGANIZATION OR IMMEDIATE FAMILY MEMBER. QUARTERLY OR MORE FREQUENTLY IF CURCUMSTANCES WARRANT, THE TRANSACTION LIST WILL BE REVIEWED BY THE GOVERNANCE AND NOMINATING COMMITTEE. LINE 15 - AN INDEPENDENT NATIONAL CONSULTING FIRM IS RETAINED BY THE HAMOT BOARD OF TRUSTEES AND REPORTS DIRECTLY TO THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD, WHICH IS COMPRISED OF "INDEPENDENT" TRUSTEES. THE BOARD MONITORS A LIST OF PERFORMANCE METRICS AND EVALUATES THE EXECUTIVE TEAM ANNUALLY BASED ON THE QUALITY OF PATIENT CARE, PATIENT SATISFACTION, FINANCIAL PERFORMANCE, AND COMMUNITY STEWARDSHIP. tHE CONSULTANT'S STUDY INCLUDES: UNDERSTANDING THE TARGET COMPETITIVE MARKET THROUGH DISCUSSION WITH HAMOT EXECUTIVES AND COMPENSATION COMMITTEE, REVIEWING THE DUTIES AND RESPONSIBILITIES FOR EACH POSITION UNDER THE SCOPE OF THE STUDY, SELECTING CREDIBLE PUBLISHED SURVEY SOURCES, ANALYZING MARKET DATA, AND COMPARING HAMOT COMPENSATION LEVELS BY EACH COMPONENT OF THE EXECUTIVE TOTAL COMPENSATION TO THE COMPETITIVE MARKET PRACTICES. AN OFFICIAL OPINION IS RENDERED BY THE CONSULTANT IN ACCORDANCE WITH TREASURY REGULATION SECTION 53.4958-6(2) AND 53.4958-1(D)(4)(III). THEY ALSO CERTIFY THEIR INDEPENDENCE. THE STUDY IS PERFORMED ANNUALLY WITH THE MOST RECENT STUDY CONDUCTED IN 2011. THE SCOPE OF THIS STUDY IS FOR POSITIONS HELD WITH UPMC HAMOT AND REGIONAL HEALTH SERVICES. THE POSITIONS UNDER THE SCOPE OF THIS STUDY ARE: CEO, COO, CFO, CMO, CNO, SVP OF CORP SERVICE/CORPORATE COMPLIANCE, SVP OF BUSINESS DEVELOPMENT, VP OF OUTPATIENT SERVICES, VP OF SUPPORT SERVICES, VP OF STRATEGIC RESOURCES, VP OF PATIENT ACCOUNTING, VP OF GENERAL SERVICES, VP OF HAMOT PHYSICIAN NETWORK, VP OF PHARMACY, AND THE PRESIDEDNT OF REGIONAL HEALTH SERVICES. SECTION C LINE 19 - THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART X BALANCE SHEET | SCHEDULE K TAX EXEMPT BONDS - DESCRIPTION OF PURPOSE | SERIES 2006 - CONSTRUCTION AND EQUIPPING OF A NEW TWO-STORY GENERATOR BUILDING TO PROVIDE EMERGENCY AND STANDBY ELECTRICAL POWER FOR THE MEDICAL CENTER AND RELATED FACILITIES, EXPANSION AND RENOVATION OF THE FACILITIES HOUSING THE IMAGING CENTER, EXPANSION OF THE RESOURCE CENTER TO HOUSE ADDITIONAL FACILITIES, RENOVATION AND CONSTRUCTION OF THE WOMEN'S AND BABIES INPATIENT SERVICES FACILITIES, AND FINANCING VARIOUS EQUIPMENT AND RENOVATION PROJECTS FOR THE MEDICAL CENTER. SERIES 2007 - CONSTRUCTION AND EQUIPPING OF A NEW HOSPTIAL AND HEALTH CENTER FOCUSED ON WOMEN'S AND BABIES' HEALTH CARE NEEDS. SERIES 2008 - REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S VARIABLE RATE DEMAND REVENUE SERIES 1998B BONDS ISSUED 6/30/1998. SERIES 2010ABC - REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S REVENUE SERIES 1998A BONDS ISSUED 6/30/1998; ADVANCE REFUNDED ERIE COUNTY HOSPITAL AUTHORITY'S REVENUE SERIES 2002 BONDS ISSUED 12/5/2002; CONSTRUCTED, RENOVATED, EQUIPPED INPATIENT AND OUTPATIENT HOSPITAL AND HEALTH CARE FACILITIES TO BE OWNED AND OPERATED BY THE MEDICAL CENTER, INCLUDING THE HAMOT WOMEN'S HOSPITAL. 12/12/2006 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES. 7/16/2009 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES 8/31/2010 FINANCING - FINANCE CAPITAL EXPENDITURES OR REIMBURSE FOR PREVIOUSLY INCURRED CAPITAL EXPENDITURES FOR HOSPITAL AND/OR HEALTH CARE FACILITIES |
| PART XI RECONCILIATION OF ASSETS | LINE 5 RECONCILIATION OF NET ASSETS | TRANSFER OF ASSETS FROM HAMOT HEALTH FOUNDATION 26,962,986 ELIMINATION OF INTERCOMPANY DEBT (22,448,725) PLEDGE RECEIVABLE FROM UPMC 200,000,000 CHANGE IN PENSION LIABILITY 6,068,060 CHANGE IN BENEFICIAL INTEREST 19,659,609 WRITE OFF OF KANE A/R (438,511) OPENING BALANCE SHEET ADJUSTMENTS (23,077,842) WRITEOFF OF THE PHYSICIAN & KANE INVESTMENT (869,073) INHERENT CONTRIBUTION FROM HAMOT ACQUISITION (63,201,000) EMERGYCARE INVESTMENT WRITEOFF (1,805,782) COMPLIANCE OF INVENTORY RESERVE POLICY (9,281,000) PPE EQUIPMENT WRITEUP RELATING TO UPMC ACQUISITION (10,000,000) DOL 8/80 LIABILITY (208,000) PENSION DISCOUNT RATE CONFORMITY 1,800,000 OTHER MISCELLANEOUS ADJUSTMENTS (33,111) TOTAL 123,127,611 |
| SCHEDULE L TRANSACTIONS WITH INTERESTED PERSONS | PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS | A NAME OF INTERESTED PERSON BALDWIN BROTHERS, INC. B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION BOARD MEMBER GREGORY S. BALDWIN IS AN OFFICER AND DIRECTOR OF INTERESTED PERSON C AMOUNT OF TRANSACTION 212,205 D DESCRIPTION OF TRANSACTION REAL ESTATE E SHARING OF ORGANIZATIONS REVENUES NO A NAME OF INTERESTED PERSON SCOTTS COURT-PEACH INC B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION INTERESTED PERSON ENTITY MORE THAN 35% OWNED BY BOARD MEMBER NICHOLAS SCOTT C AMOUNT OF TRANSACTION 111,325 D DESCRIPTION OF TRANSACTION SPACE RENTAL E SHARING OF ORGANIZATIONS REVENUES NO A NAME OF INTERESTED PERSON KNOX MCLAUGHLIN GORNALL & SENNETT PC B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION BOARD MEMBER THOMAS TUPITZA ESQ. IS A SHAREHOLDER AND DIRECTOR OF INTERESTED PERSON C AMOUNT OF TRANSACTION 332,341 D DESCRIPTION OF TRANSACTION LEGAL SERVICES E SHARING OF ORGANIZATIONS REVENUES NO A NAME OF INTERESTED PERSON GERALD GARCIA M.D. B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION FAMILY MEMBER OF BOARD MEMBER PHILIP A. GARCIA C AMOUNT OF TRANSACTION 60,000 D DESCRIPTION OF TRANSACTION CONSULTING SERVICES E SHARING OF ORGANIZATIONS REVENUES NO A NAME OF INTERESTED PERSON MEDICOR ASSOCIATES, INC B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION BOARD MEMBER ROBERT J. FERRARO M.D. IS > 5% OWNER OF INTERESTED PERSON C AMOUNT OF TRANSACTION 20,411,074 D DESCRIPTION OF TRANSACTION CARDIOLOGY SERVICES E SHARING OF ORGANIZATIONS REVENUES NO A NAME OF INTERESTED PERSON MARY JERGE B RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION FAMILY MEMBER OF CFO STEPHEN DANCH C AMOUNT OF TRANSACTION 18,083 D DESCRIPTION OF TRANSACTION COMPENSATION E SHARING OF ORGANIZATIONS REVENUES NO |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| KANE COMMUNITY HOSPITAL | |||||||||
| 4372 ROUTE 6 | KANE | PA | 16735 | 250998168 | HOSPITAL | PA | 501(C)(3) | 3 | UPMC HAMOT |
| REGIONAL HEALTH SERVICES INC | |||||||||
| 300 STATE STREET NO 100A | ERIE | PA | 19103 | 251403958 | OUTPATIENT SV | PA | 501(C)(3) | 9 | UPMC HAMOT |
| UPMC | |||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | 251423657 | HEALTHCARE | PA | 501(C)(3) | 11 TYPE III | NA |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HAMOT-KCH REAL ESTATE VENTURE LLC | |||||||||||||||
| 300 STATE ST | ERIE | PA | 16501 | 263691782 | MEDICAL OFFICE BL | PA | UPMC HAMOT | RELATED | |||||||
| HAMOT SURGERY CENTER LLC | |||||||||||||||
| 200 STATE ST | ERIE | PA | 16550 | 251863661 | AMBULATORY SURGER | PA | UPMC HAMOT | RELATED | 1230149 | 3747111 | false | $0 | false | 0.50940 | |
| LIFE CARE HOME SERVICES OF NW PA | |||||||||||||||
| 1647 SASSAFRAS ST | ERIE | PA | 16502 | 251536879 | HOME HEALTH SVCS | PA | NA | N/A | 0 | 0 | $0 | 0.00000 | |||
| HAMOT PROFESSIONAL BUILDING CONDOMINIUM | |||||||||||||||
| 2950 WEST 12TH ST | ERIE | PA | 16505 | 251761211 | REAL ESTATE | PA | INVESTMENT | -78099 | 215772 | false | $0 | true | 0.93860 | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KANE ANESTHESIA PROFESSIONAL SERVICES | |||||||||||
| 4372 ROUTE 6 | KANE | PA | 16735 | 050555457 | ANESTHESIA SVCS | PA | KANE COMMUNITY | C CORP | 365999 | 98894 | 1.00000 |
| BAYFRONT REGIONAL DEVELOPMENT CORP | |||||||||||
| 300 STATE STREET SUITE 100 | ERIE | PA | 16507 | 251401388 | RE HOLDINGS CO | PA | UPMC HAMOT | C CORP | 339578 | 25327188 | 1.00000 |
| BAYSIDE DEVELOPMENT CORP | |||||||||||
| 300 STATE STREET SUTIE 100 | ERIE | PA | 16507 | 251401386 | REAL ESTATE/PHARM | PA | BAYFRONT REG DE | C CORP | 7554023 | 27183883 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (13 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| REGIONAL HEALTH SERVICES INC | |
| B | 22107465 |
| REGIONAL HEALTH CENTRAL LLC | |
| B | 341260 |
| KANE COMMUNITY HOSPITAL | |
| C | 2515845 |
| HAMOT SURGERY CENTER | |
| I | 113867 |
| REGIONAL HEALTH SERVICES INC | |
| I | 382677 |
| BAYFRONT REGIONAL DEVELOPMENT | |
| J | 97284 |
| BAYSIDE DEVELOPMENT CORP | |
| J | 98702 |
| HAMOT SURGERY CENTER LLC | |
| K | 339164 |
| REGIONAL HEALTH SERVICES INC | |
| K | 147112 |
| KANE COMMUNITY HOSPITAL | |
| K | 536822 |
| REGIONAL HEALTH SERVICES INC | |
| O | 3378000 |
| HAMOT SURGERY CENTER LLC | |
| R | 1147373 |
| UPMC | |
| R | 200000000 |
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