HERITAGE VALLEY HEALTH SYSTEM INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE VALLEY HEALTH SYSTEM INC (EIN 25-1441518)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-06
- IRS object ID
- 202001889349301300
- Schema version
- 2018v3.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T09:05:40-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550486667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNETT CARBIS TOOTHMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE STE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251441518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE VALLEY HEALTH SYSTEMINC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERI | BusinessNameControlTxt |
| Phone | 4127416600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 DUTCH RIDGE ROAD | AddressLine1Txt |
| City | BEAVER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT ROSENBERGER | PersonNm |
| Person Title | VICE-PRESIDENT, FINANCE | PersonTitleTxt |
| Phone | 4127416600 | PhoneNum |
| Signature | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY J PETRELL CPA | PreparerPersonNm |
| PTIN | P00138808 | PTIN |
| Phone | 4126356270 | PhoneNum |
| Preparation | 2020-06-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.12.119.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-30 | IPDt |
| IP Tm | 09:52:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2FCC53CBB48CF33582B79C602AC26854C347F8ED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C3BA26E3B84C2B54F778FE225B7D70D68300C72 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT ROSENBERGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 BLACKBURN ROAD | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,014,676 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HERITAGEVALLEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1996 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTING ORGANIZATION TO TAX-EXEMPT HOSPITALS (VALLEY MEDICAL FACILITIES, INC.) HELPING THE HOSPITALS TO FURTHER THEIR TAX-EXEMPT PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $50,769 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$7,938 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,764,366 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,616,808 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,101,092 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,991,579 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $39,674,000 | CYOtherRevenueAmt |
| PY Total Revenue | $11,865,458 | PYTotalRevenueAmt |
| CY Total Revenue | $56,282,387 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,381,371 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,620,156 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,930,004 | PYOtherExpensesAmt |
| CY Other Expenses | $6,698,958 | CYOtherExpensesAmt |
| PY Total Expenses | $8,311,375 | PYTotalExpensesAmt |
| CY Total Expenses | $8,319,114 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,554,083 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $47,963,273 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,390,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,531,912 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,241,045 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,777,297 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,149,042 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $85,754,615 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORTING ORGANIZATION TO TAX-EXEMPT HOSPITALS (VALLEY MEDICAL FACILITIES, INC.) HELPING THE HOSPITALS TO FURTHER THEIR TAX-EXEMPT PURPOSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,204,658 | ExpenseAmt |
| Revenue | $46,643,781 | RevenueAmt |
| Desc | HERITAGE VALLEY HEALTH SYSTEM, INC. FORMED THE HERITAGE VALLEY HEALTHCARE NETWORK, LLC. (HVHN)IN FY 2017. THE PURPOSE OF THE HVHN IS TO FORM A CLINICALLY INTEGRATED PHYSICIAN HOSPITAL NETWORK WITH JOINT CONTRACTING AUTHORITY TO DEVELOP CARE PROTOCOLS AND OTHER CARE COORDINATION POLICIES USING EVIDENCE-BASED MEDICINE AND OTHER TECHNIQUES TO PROVIDE A MORE COST-EFFECTIVE HEALTH CARE PRODUCT WHILE MAINTAINING OR IMPROVING PHYSICIAN REIMBURSEMENT, USING EXISTING EXPERIENCE AND SUCCESS OF AFFILIATED PRIMARY CARE PRACTICES AS A FOUNDATION FROM WHICH TO BUILD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $596,258 | ExpenseAmt |
| Revenue | $596,258 | RevenueAmt |
| Desc | HERITAGE VALLEY HEALTH SYSTEM, INC.'S SHARE OF REBATES FROM MATERIALS MANAGEMENT AND GROUP PURCHASING PROGRAMS UTILIZED BY VALLEY MEDICAL FACILITIES, INC., AND THE RELATED PHYSICIAN GROUPS WERE TRANSFERRED TO VALLEY MEDICAL FACILITIES, INC. AND THE RELATED PHYSICIAN GROUPS BASED ON THEIR USAGE OF MEDICAL RELATED SUPPLIES. THE GROUP PURCHASING PROGRAM IS DESIGNED TO REDUCE THE COST OF MEDICAL RELATED SUPPLIES PURCHASED BY THE HERITAGE VALLEY HEALTH SYSTEM ORGANIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,800,916 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA SCHAEFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127416600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 ROUSER ROAD | AddressLine1Txt |
| City | MOON TOWNSHIP | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| NORMAN F MITRY | |||||||
| PRESIDENT & CEO | 2.00 | 64.75 | Yes (X) | Yes (X) | $0 | $798,313 | $38,444 |
| LYNN GEORGE PHD | |||||||
| CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT M ELSTE | |||||||
| VICE-CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOAN MARSHALL ESQ | |||||||
| SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELISA DITOMMASO CPA | |||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GR ORR III | |||||||
| EMERITUS BOARD CHAIR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS PEGDEN PHD | |||||||
| EMERITUS BOARD CHAIR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KIM MD | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MALKOWSKI MD | |||||||
| DIRECTOR | 2.00 | 41.25 | Yes (X) | $0 | $485,200 | $29,314 | |
| KEVIN FLANNERY | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS LEYDIG | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS ARBOGAST ESQ | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY HEIN MD | |||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $396,820 | $29,080 | |
| REBECCA POUNDS DDS | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BOB TERWILLIGER | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN PAONE DHA | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN JEROME-ZAPADKA MD | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARK BRENNAN | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DICLEMENTE | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANA EDWARDS | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SCOTT | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SRIDHAR TAYUR | |||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRYAN J RANDALL | |||||||
| VICE-PRESIDENT, FINANCE & CFO | 2.00 | 64.75 | Yes (X) | $0 | $438,281 | $35,147 | |
| SHARON LOFTUS ESQ | |||||||
| ASST. SECRETARY | 2.00 | 40.00 | Yes (X) | $0 | $310,435 | $16,155 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,429,049 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $148,140 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARSHALL DENNEHEY WARNER | |||||
| 2000 WALNUT ST | PHILADELPHIA | PA | 19103 | LEGAL FEES | $444,790 |
| DELOITTE | |||||
| ONE PPG PLACE SUITE 2600 | PHILADELPHIA | PA | 15222 | CONSULTANT | $359,293 |
| JUNIPER ADVISORY LLC | |||||
| 191 N UPPER WACKER DRIVE | CHICAGO | IL | 60606 | CONSULTANT | $264,342 |
| DICKIE MCCAMEY & CHILCOTE | |||||
| 2 PPG PLACE SUITE 400 | PITTSBURGH | PA | 15222 | LEGAL FEES | $214,401 |
| WEBER GALLAGHER SIMPSON STAPLETON FIRES | |||||
| 4 PPG PLACE 5TH FLOOR | PITTSBURGH | PA | 15222 | LEGAL FEES | $193,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| SHARED SAVINGS REVENUE | 900099 | $7,566,039 | $7,566,039 | |
| PARTNERSHIP INCOME | 900099 | $50,769 | $50,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,616,808 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,896,588 | TotalRevenueColumnAmt |
| Exclusion | $5,896,588 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,827,280 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,732,289 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,094,991 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,094,991 | TotalRevenueColumnAmt |
| Exclusion | $3,094,991 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INHERENT CONT. RELATED TO MEMBER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $39,674,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,674,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,674,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,282,387 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,240,039 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $50,769 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,991,579 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,302,009 | TotalAmt |
| Program Services | $984,101 | ProgramServicesAmt |
| Management And General | $317,908 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,845 | TotalAmt |
| Program Services | $19,534 | ProgramServicesAmt |
| Management And General | $6,311 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,674 | TotalAmt |
| Program Services | $152,431 | ProgramServicesAmt |
| Management And General | $49,243 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,628 | TotalAmt |
| Program Services | $68,500 | ProgramServicesAmt |
| Management And General | $22,128 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18 | TotalAmt |
| Program Services | $18 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,530 | TotalAmt |
| Program Services | $113,530 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,352 | TotalAmt |
| Program Services | $5,352 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HVHN LLC SHARED SAVINGS | $5,229,585 | $5,229,585 | |
| OVH START UP COSTS | $1,143,633 | $1,143,633 | |
| CONSULTING SERVICES | $190,788 | $68,180 | $122,608 |
| MISCELLANEOUS EXPENSE | $16,052 | $16,052 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,319,114 | TotalAmt |
| Program Services | $7,800,916 | ProgramServicesAmt |
| Management And General | $518,198 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,642,470 | BOYAmt |
| EOY | $4,776,236 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,118,849 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,393,004 | BOYAmt |
| EOY | $2,954,109 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,040 | BOYAmt |
| EOY | $458,840 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,217,974 | BOYAmt |
| EOY | $350,311 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,624,131 | BOYAmt |
| EOY | $36,798,917 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,223,786 | BOYAmt |
| EOY | $6,686,174 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,476 | BOYAmt |
| EOY | $1,215,476 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,508,206 | BOYAmt |
| EOY | $41,173,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,390,087 | BOYAmt |
| EOY | $97,531,912 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,838,484 | BOYAmt |
| EOY | $7,248,716 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,402,561 | BOYAmt |
| EOY | $4,528,581 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,241,045 | BOYAmt |
| EOY | $11,777,297 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,149,042 | BOYAmt |
| EOY | $84,255,615 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,499,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,149,042 | BOYAmt |
| EOY | $85,754,615 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,390,087 | BOYAmt |
| EOY | $97,531,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $47,963,273 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,613,164 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$85,969 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,341,433 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| VALLEY MEDICAL FACILITIES INC | ||||
| 251801532 | 3 | Yes (1) | $0 | $0 |
| OHIO VALLEY HOSPITAL | ||||
| 250967480 | 3 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PT IV SEC E LN 3A | THE SOLE MEMBER OF VALLEY MEDICAL FACILITIES, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: 1. ELECT ALL MEMBERS TO VALLEY MEDICAL FACILITIES' BOARD OF DIRECTORS, WITH RIGHT TO REVOKE THE ELECTED DIRECTORS, WITH OR WITHOUT CAUSE; 2. AMEND OR APPROVE AMENDMENTS TO VALLEY MEDICAL FACILITIES' ARTICLES OF INCORPORATION OR BYLAWS; 3. APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF VALLEY MEDICAL FACILITIES; 4. APPROVE THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE; AND 5. APPOINT AND REMOVE THE PRESIDENT OF VALLEY MEDICAL FACILITIES. THE SOLE MEMBER OF OHIO VALLEY HOSPITAL, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: (A) TO RATIFY THE APPOINTMENT OF THE DIRECTORS OF THE HOSPITAL WHO ARE OVH BOARD APPOINTEES FOLLOWING NOMINATION AND APPROVAL BY THE BOARD OF DIRECTORS, AND TO APPOINT THE DIRECTORS OF THE HOSPITAL WHO ARE SOLE MEMBER APPOINTEES; (B) (I) SUBJECT TO CONSULTATION BETWEEN THE BOARD CHAIRS OF THE SOLE MEMBER AND THE HOSPITAL, TO REMOVE ANY OF THE DIRECTORS OF THE HOSPITAL WHO ARE OVH BOARD APPOINTEES, AND TO RATIFY THE APPOINTMENT OF REPLACEMENT OVH BOARD APPOINTEES NOMINATED AND APPROVED BY THE BOARD OF DIRECTORS FOR THE UNEXPIRED PORTION OF THEIR TERM(S); AND (II) TO REMOVE AND REPLACE ANY DIRECTORS OF THE HOSPITAL WHO ARE SOLE MEMBER APPOINTEES; (C) TO RATIFY THE ELECTION, RE-ELECTION AND REMOVAL OF ALL OFFICERS, INCLUDING THE PRESIDENT/CEO OF THE HOSPITAL; (D) TO APPROVE THE AMENDMENT, REVISION OR RESTATEMENT OF THE HOSPITAL'S ARTICLES OF INCORPORATION AND THESE BYLAWS; (E) TO APPROVE THE ADOPTION OF OR ANY CHANGE IN THE MISSION, PURPOSE, PHILOSOPHY OR OBJECTIVES OF THE HOSPITAL; (F) TO APPROVE ANY CHANGE IN THE GENERAL STRUCTURE OF THE HOSPITAL AS A VOLUNTARY, NONPROFIT CORPORATION; (G) TO APPROVE ANY (I) TRANSACTION AUTHORIZED BY THE PENNSYLVANIA ENTITY TRANSACTIONS LAW, 15 PA. CSA 311, ET SEQ., INVOLVING THE HOSPITAL, OR (II) SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE HOSPITAL; (H) TO APPROVE THE VOLUNTARY DISSOLUTION, WINDING UP OR TERMINATION OF THE HOSPITAL; (I) TO APPROVE THE STRATEGIC PLAN, CAPITAL PLAN AND OPERATING BUDGET OF THE HOSPITAL; (J) TO APPROVE THE INCURRENCE OF ANY UNPLANNED OR UNBUDGETED COMMITMENTS BY THE HOSPITAL IN EXCESS OF $250,000; (K) TO RE-APPROVE THE HOSPITAL ENTERING INTO ANY BUDGETED ITEMS OR AGREEMENTS THAT HAVE A TOTAL VALUE OR DOLLAR COMMITMENT AMOUNT GREATER THAN$1,000,000; (L) TO APPROVE INVESTMENT POLICIES OF THE HOSPITAL; (M) TO APPROVE THE CLOSURE OR RELOCATION OF A LICENSED HEALTHCARE FACILITY OR AN EXISTING LINE OF BUSINESS OF THE HOSPITAL AND/OR ITS SUBSIDIARIES; (N) TO APPROVE THE FORMATION OF, DISSOLUTION OF, OR THE MAKING OF INVESTMENTS IN SUBSIDIARY CORPORATIONS, PARTNERSHIPS AND JOINT VENTURES; (O) TO APPROVE THE TAKING OF ANY ACTION WHICH WOULD ENDANGER THE NONPROFIT STATUS OF THE HOSPITAL OR THE TAX EXEMPT STATUS OF THE SOLE MEMBER; AND (P) TO GIVE SUCH OTHER APPROVALS AND TAKE SUCH OTHER ACTIONS AS ARE SPECIFICALLY RESERVED TO MEMBERS OF PENNSYLVANIA NONPROFIT CORPORATIONS UNDER THE NONPROFIT CORPORATION LAW. |
| PT IV SEC E LN 3B | THE SOLE MEMBER OF VALLEY MEDICAL FACILITIES, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: 1. ELECT ALL MEMBERS TO VALLEY MEDICAL FACILITIES' BOARD OF DIRECTORS, WITH RIGHT TO REVOKE THE ELECTED DIRECTORS, WITH OR WITHOUT CAUSE; 2. AMEND OR APPROVE AMENDMENTS TO VALLEY MEDICAL FACILITIES' ARTICLES OF INCORPORATION OR BYLAWS; 3. APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF VALLEY MEDICAL FACILITIES; 4. APPROVE THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE; AND 5. APPOINT AND REMOVE THE PRESIDENT OF VALLEY MEDICAL FACILITIES. THE SOLE MEMBER OF OHIO VALLEY HOSPITAL, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: (A) TO RATIFY THE APPOINTMENT OF THE DIRECTORS OF THE HOSPITAL WHO ARE OVH BOARD APPOINTEES FOLLOWING NOMINATION AND APPROVAL BY THE BOARD OF DIRECTORS, AND TO APPOINT THE DIRECTORS OF THE HOSPITAL WHO ARE SOLE MEMBER APPOINTEES; (B) (I) SUBJECT TO CONSULTATION BETWEEN THE BOARD CHAIRS OF THE SOLE MEMBER AND THE HOSPITAL, TO REMOVE ANY OF THE DIRECTORS OF THE HOSPITAL WHO ARE OVH BOARD APPOINTEES, AND TO RATIFY THE APPOINTMENT OF REPLACEMENT OVH BOARD APPOINTEES NOMINATED AND APPROVED BY THE BOARD OF DIRECTORS FOR THE UNEXPIRED PORTION OF THEIR TERM(S); AND (II) TO REMOVE AND REPLACE ANY DIRECTORS OF THE HOSPITAL WHO ARE SOLE MEMBER APPOINTEES; (C) TO RATIFY THE ELECTION, RE-ELECTION AND REMOVAL OF ALL OFFICERS, INCLUDING THE PRESIDENT/CEO OF THE HOSPITAL; (D) TO APPROVE THE AMENDMENT, REVISION OR RESTATEMENT OF THE HOSPITAL'S ARTICLES OF INCORPORATION AND THESE BYLAWS; (E) TO APPROVE THE ADOPTION OF OR ANY CHANGE IN THE MISSION, PURPOSE, PHILOSOPHY OR OBJECTIVES OF THE HOSPITAL; (F) TO APPROVE ANY CHANGE IN THE GENERAL STRUCTURE OF THE HOSPITAL AS A VOLUNTARY, NONPROFIT CORPORATION; (G) TO APPROVE ANY (I) TRANSACTION AUTHORIZED BY THE PENNSYLVANIA ENTITY TRANSACTIONS LAW, 15 PA. CSA 311, ET SEQ., INVOLVING THE HOSPITAL, OR (II) SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE HOSPITAL; (H) TO APPROVE THE VOLUNTARY DISSOLUTION, WINDING UP OR TERMINATION OF THE HOSPITAL; (I) TO APPROVE THE STRATEGIC PLAN, CAPITAL PLAN AND OPERATING BUDGET OF THE HOSPITAL; (J) TO APPROVE THE INCURRENCE OF ANY UNPLANNED OR UNBUDGETED COMMITMENTS BY THE HOSPITAL IN EXCESS OF $250,000; (K) TO RE-APPROVE THE HOSPITAL ENTERING INTO ANY BUDGETED ITEMS OR AGREEMENTS THAT HAVE A TOTAL VALUE OR DOLLAR COMMITMENT AMOUNT GREATER THAN$1,000,000; (L) TO APPROVE INVESTMENT POLICIES OF THE HOSPITAL; (M) TO APPROVE THE CLOSURE OR RELOCATION OF A LICENSED HEALTHCARE FACILITY OR AN EXISTING LINE OF BUSINESS OF THE HOSPITAL AND/OR ITS SUBSIDIARIES; (N) TO APPROVE THE FORMATION OF, DISSOLUTION OF, OR THE MAKING OF INVESTMENTS IN SUBSIDIARY CORPORATIONS, PARTNERSHIPS AND JOINT VENTURES; (O) TO APPROVE THE TAKING OF ANY ACTION WHICH WOULD ENDANGER THE NONPROFIT STATUS OF THE HOSPITAL OR THE TAX EXEMPT STATUS OF THE SOLE MEMBER; AND (P) TO GIVE SUCH OTHER APPROVALS AND TAKE SUCH OTHER ACTIONS AS ARE SPECIFICALLY RESERVED TO MEMBERS OF PENNSYLVANIA NONPROFIT CORPORATIONS UNDER THE NONPROFIT CORPORATION LAW. |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN SUBSIDIARIES | $36,699,071 | F |
| ALTERNATIVE INVESTMENTS | $50,142 | C |
| COMMON TRUST | $49,704 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,798,917 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY INTEREST IN PREMIER, INC. | Desc |
| Book Value | $6,686,174 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $6,686,174 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACQUISITION COSTS | Desc |
| Book Value | $41,173,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $41,173,000 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFFILIATES PAYABLE | Desc |
| Amt | $4,528,581 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,528,581 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HERITAGE VALLEY HEALTH SYSTEM QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE SERVICE CODE AND, THEREFORE, IS EXEMPT FROM INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501 (A) OF THE CODE. HERITAGE VALLEY HEALTH SYSTEM DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 AND 2018. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $213,997 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $213,997 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $213,997 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PT 1 LINE 2 | FormAndLineReferenceDesc |
| Explanation | HERITAGE VALLEY HEALTH SYSTEM DOES NOT MAKE ANY GRANTS OUTSIDE OF THE UNITED STATES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NORMAN F MITRY | ||||||||||||||
| PRESIDENT & CEO | $0 | $679,743 | $0 | $67,020 | $0 | $51,550 | $0 | $23,466 | $0 | $14,978 | $0 | $836,757 | $0 | $0 |
| MICHAEL MALKOWSKI MD | ||||||||||||||
| DIRECTOR | $0 | $485,000 | $0 | $0 | $0 | $200 | $0 | $11,000 | $0 | $18,314 | $0 | $514,514 | $0 | $0 |
| JEFFREY HEIN MD | ||||||||||||||
| DIRECTOR | $0 | $212,500 | $0 | $183,820 | $0 | $500 | $0 | $11,000 | $0 | $18,080 | $0 | $425,900 | $0 | $0 |
| BRYAN J RANDALL | ||||||||||||||
| VICE-PRESIDENT, FINANCE & CFO | $0 | $379,846 | $0 | $32,962 | $0 | $25,473 | $0 | $17,966 | $0 | $17,181 | $0 | $473,428 | $0 | $0 |
| SHARON LOFTUS ESQ | ||||||||||||||
| ASST. SECRETARY | $0 | $275,001 | $0 | $18,884 | $0 | $16,550 | $0 | $15,216 | $0 | $939 | $0 | $326,590 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | HERITAGE VALLEY HEALTH SYSTEM'S BOARD OF DIRECTORS HAS APPOINTED AN EXECUTIVE COMPENSATION COMMITTEE TO REVIEW THE SALARIES FOR THE ORGANIZATION'S CEO AND OTHER SENIOR MANAGEMENT OFFICIALS. AS PART OF THE REVIEW, THE EXECUTIVE COMPENSATION COMMITTEE ENGAGED AN OUTSIDE CONSULTING FIRM TO REVIEW THE BASE SALARIES OF THE SENIOR MANAGEMENT TEAM INCLUDING THE CEO IN COMPARISON TO THE MARKET TO ENSURE REASONABLENESS OF COMPENSATION. MARKET ADJUSTMENTS WERE MADE ACCORDINGLY IN INSTANCES WHERE DATA SUPPORTED SUCH CHANGES FOR THIS PERIOD. BONUSES WERE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN WHICH WAS DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS SEVERAL YEARS AGO. |
| PART I, LINE 4B | THE FOLLOWING EMPLOYEES PARTICIPATED IN THE 457(F) RETIREMENT PLAN - BRYAN RANDALL - $3,100 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE COMPLETED FORM 990 AND ALL ASSOCIATED FORMS IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD OF DIRECTORS MEMBERS AND SENIOR MANAGEMENT FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE (IRS). THE BOARD OF DIRECTORS HAS DELEGATED THE RESPONSIBILITY OF REVIEW AND APPROVAL OF THE FORM 990 TO THE FINANCE COMMITTEE OF THE BOARD, WHICH MEETS, REVIEWS, AND APPROVES THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CERTAIN NON-MERIT EMPLOYEES WITH JOB RESPONSIBILITIES THAT PROVIDE AN OPPORTUNITY TO INFLUENCE BUSINESS DECISIONS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST FORM ANNUALLY. THESE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE DEPARTMENT DIRECTOR AND SYSTEM DIRECTOR FOR CORPORATE COMPLIANCE TO DETERMINE IF A CONFLICT EXISTS. ANY POTENTIAL CONFLICTS ARE REFERRED TO THE APPROPRIATE VICE PRESIDENT AND HUMAN RESOURCES TO CONFIRM AND RESOLVE THE CONFLICT. FOR MERIT EMPLOYEES, CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE DEPARTMENT MANAGER, VICE PRESIDENT OR CEO. ANY POTENTIAL CONFLICTS ARE MANAGED BY THE CEO. OTHER POTENTIALLY INTERESTED PARTIES, SUCH AS BOARD MEMBERS, OFFICERS AND HIGHLY COMPENSATED EMPLOYEES SIGN A STATEMENT ANNUALLY WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. THE CHAIRPERSON OF THE BOARD REVIEWS ANNUALLY A SUMMARY OF THE DISCLOSURE STATEMENTS SO THAT THE BOARD MEMBERS ARE FAMILIAR WITH POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | HERITAGE VALLEY HEALTH SYSTEM'S BOARD OF DIRECTORS HAS APPOINTED AN EXECUTIVE COMPENSATION COMMITTEE TO REVIEW THE SALARIES FOR THE ORGANIZATION'S CEO AND OTHER SENIOR MANAGEMENT OFFICIALS. AS PART OF THE REVIEW, THE EXECUTIVE COMPENSATION COMMITTEE ENGAGED AN OUTSIDE CONSULTING FIRM TO REVIEW THE BASE SALARIES OF THE SENIOR MANAGEMENT TEAM INCLUDING THE CEO IN COMPARISON TO THE MARKET TO ENSURE REASONABLENESS OF COMPENSATION. MARKET ADJUSTMENTS WERE MADE ACCORDINGLY IN INSTANCES WHERE DATA SUPPORTED SUCH CHANGES FOR THIS PERIOD. BONUSES WERE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN WHICH WAS DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS SEVERAL YEARS AGO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PUBLISHES CONDENSED FINANCIAL STATEMENTS FOR PUBLIC USE ON ITS WEBSITE WWW.HERITAGEVALLEY.ORG. GOVERNING DOCUMENTS AND POLICIES, INCLUDING CONFLICTS OF INTEREST, ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFER -157,567. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS 1,499,000. |
| PART VI LINE 16B | THE ORGANIZATION PARTICIPATES IN A NUMBER OF JOINT VENTURES. IN ORDER FOR AN ORGANIZATION TO BE EXCLUSIVELY OPERATED FOR CHARITABLE PURPOSES, AN ORGANIZATION CANNOT DEDICATE A SUBSTANTIAL AMOUNT OF ITS RESOURCES TO AN UNRELATED ACTIVITY. WITH HOSPITAL-AFFILIATED JOINT VENTURES, THE IRS IS CONCERNED ABOUT WHETHER ORGANIZATIONS CAN ADEQUATELY UPHOLD THEIR CHARITABLE MISSION AND PROTECT THEIR CHARITABLE ASSETS UNDER THE TERMS OF THE AGREEMENT AND WHETHER ANY CO-VENTURES IMPERMISSIBLY BENEFIT FROM THE ARRANGEMENT. IN ADDITION TO ANY OTHER DUE DILIGENCE ACTIONS TAKEN REGARDING EACH JOINT VENTURE ARRANGEMENT, AN OUTSIDE TAX CONSULTANT HAS BEEN CONSULTED TO ASSIST THE ORGANIZATION IN EVALUATING THAT THE ARRANGEMENT WILL NOT JEOPARDIZE THE ORGANIZATION'S EXEMPT STATUS BECAUSE OF THE POTENTIAL AMOUNT OF TIME AND EFFORT THAT WILL BE DEVOTED TO THE VENTURES' UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION DOES NOT BELIEVE THAT ITS JOINT VENTURE ACTIVITIES JEOPARDIZE THE ORGANIZATION'S TAX EXEMPT STATUS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Legal Domicile StateLegalDomicileStateCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE VALLEY INSURANCE COMPANY | |||||||||||||
| PO BOX 1051 GT | GRAND CAYMEN | CJ | 251441518 | PROFESSIONAL LIABILITY CAPTIVE | CJ | $5,334,303 | $20,629,264 | HERITAGE VALLEY HEALTH SYSTEM INC | |||||
| HERITAGE VALLEY HEALTHCARE NETWORK LLC | |||||||||||||
| 814233618 | CLINICAL INTEGRATED NETWORK | $7,581,887 | $7,818,934 | HERITAGE VALLEY HEALTH SYSTEM INC | 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | PA | ||||
| HERITAGE VALLEY HEALTHCARE NETWORK ACO LLC | |||||||||||||
| 821646033 | CLINICAL INTEGRATED NETWORK | $0 | $0 | HERITAGE VALLEY HEALTH SYSTEM INC | 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | PA | ||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| VALLEY MEDICAL FACILITIES INC | ||||||||||
| 720 BLACKBURN ROAD | SEWICKLEY | PA | 15143 | 251801532 | HOSPITALS | PA | 501(C)(3) | 3 | HERITAGE VALLEY HEALTH SYSTEM INC | Yes (1) |
| WORKERS COMPENSATION TRUST FUND | ||||||||||
| 420 ROUSER RD | MOON TOWNSHIP | PA | 15108 | 251463381 | WORKERS COMPENSATION | PA | 501(C)(3) | 11C | VALLEY MEDICAL FACILITIES INC | 0 |
| HOSPITALITY SHOP OF SEWICKLEY VALLEY HOSPITAL | ||||||||||
| 720 BLACKBURN ROAD | SEWICKLEY | PA | 15143 | 251012989 | FUNDRAISING | PA | 501(C)(3) | 11C | HERITAGE VALLEY HEALTH SYSTEM INC | Yes (1) |
| THE MEDICAL CENTER AUXILIARY | ||||||||||
| 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | 251383145 | FUNDRAISING | PA | 501(C)(3) | 11C | HERITAGE VALLEY HEALTH SYSTEM INC | Yes (1) |
| HERITAGE VALLEY HEALTH SYSTEM FOUNDATION | ||||||||||
| 420 ROUSER RD | MOON TOWNSHIP | PA | 15108 | 251801534 | FUNDRAISING | PA | 501(C)(3) | 11C | HERITAGE VALLEY HEALTH SYSTEM INC | Yes (1) |
| OHIO VALLEY HOSPITAL | ||||||||||
| 25 HECKEL ROAD | MCKEES ROCK | PA | 15136 | 250967480 | HOSPITAL | PA | 501(C)(3) | 3 | HERITAGE VALLEY HEALTH SYSTEM INC | Yes (1) |
| OVH PROFESSIONAL LIABILITY SELF-INSURANCE | ||||||||||
| 25 HECKEL ROAD | MCKEES ROCK | PA | 15136 | 251619844 | MALPRACTICE INSURANCE | PA | 501(C)(3) | 12B, II | OHIO VALLEY HOSPITAL | 0 |
| OVH WORKER COMPENSATION SELF-INSURANCE TRUST | ||||||||||
| 25 HECKEL ROAD | MCKEES ROCK | PA | 15136 | 251619842 | WORKERS COMPENSATION | PA | 501(C)(3) | 12B, II | OHIO VALLEY HOSPITAL | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED SUPPLY CHAIN SERVICES LLC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 271055405 | GROUP PURCHASING | PA | HERITAGE VALLEY HEALTH SYSTEM INC | RELATED | $3,869 | $590,593 | 0 | Yes (1) | 0.70000 |
| EDGEWORTH COMMONS GROUP LLC | |||||||||||||
| 725 CHERRINGTON PARKWAY STE 200 | MOON TOWNSHIP | PA | 15108 | 020713415 | SURGERY CENTER | PA | HERITAGE VALLEY HEALTH SYSTEM INC | RELATED | $131,051 | $1,276,125 | 0 | 0 | 0.51000 |
| BEAVER VALLEY AMBULATORY SURGERY CENTER LLC | |||||||||||||
| 1030 BEANER HOLLOW ROAD | BEAVER | PA | 15009 | 822918272 | SURGERY CENTER | PA | HERITAGE VALLEY HEALTH SYSTEM INC | RELATED | -$29,598 | $3,423,757 | 0 | 0 | 0.51000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE VALLEY MULTISPECIALTY GROUP INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251775949 | PHYSICIAN PRACTICE | PA | HERITAGE VALLEY HEALTH SYSTEM INC | C | -$6,913,888 | $28,585,460 | 1.00000 | Yes (1) | |
| TRI-STATE OBSTETRICS & GYNECOLOGY | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251776052 | PHYSICIAN PRACTICE | PA | HERITAGE VALLEY HEALTH SYSTEM INC | C | -$153,910 | $1,016,165 | 1.00000 | Yes (1) | |
| HERITAGE VALLEY PEDIATRICS INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251775950 | PHYSICIAN PRACTICE | PA | HERITAGE VALLEY HEALTH SYSTEM INC | C | $1,578,834 | 1.00000 | Yes (1) | ||
| TRI-STATE GYNECOLOGY INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 841647473 | PHYSICIAN PRACTICE | PA | HERITAGE VALLEY HEALTH SYSTEM INC | C | 1.00000 | Yes (1) | |||
| OHIO VALLEY MEDICAL SERVICES INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 205830183 | ANESTHESIA SERVICES | PA | C | 0 | N/A | ||||
| OHIO VALLEY ANESTHESIA PAIN MANAGEMENT INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 205690632 | PAIN MANAGEMENT SERVICES | PA | C | 0 | N/A | ||||
| OHIO VALLEY PROFESSIONAL SERVICES INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 205689859 | HEALTH SERVICES | PA | C | 0 | N/A | ||||
| EMBROOKE INCORPORATED | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 300008536 | AMBULANCE SERVICES | PA | C | 0 | N/A | ||||
| KBS ANESTHESIA INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 834184731 | PROVIDES MEDICAL SERVICES | PA | HERITAGE VALLEY HEALTH SYSTEM INC | C | 1.00000 | 0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HERITAGE VALLEY MULTISPECIALTY GROUP INC | ||
| R | $258,462 | FAIR MARKET VALUE |
| BEAVER VALLEY AMBULATORY SURGERY CENTER LLC | ||
| R | $1,263,272 | FAIR MARKET VALUE |
| OHIO VALLEY HOSPITAL | ||
| R | $7,848,023 | FAIR MARKET VALUE |
| VALLEY MEDICAL FACILITIES INC | ||
| R | $1,456,289 | FAIR MARKET VALUE |
Comments