HERITAGE VALLEY HEALTH SYSTEM INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE VALLEY HEALTH SYSTEM INC (EIN 25-1801532)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201921339349303912
- Schema version
- 2017v2.3
- 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 C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T12:35:24-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251801532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY MEDICAL FACILITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 4127416600 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYAN J RANDALL | PersonNm |
| Person Title | VICE-PRESIDENT, FINANCE & CFO | PersonTitleTxt |
| Phone | 4127416600 | PhoneNum |
| Signature | 2019-05-13 | 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 | 2019-04-15 | 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 | 2019-05-13 | IPDt |
| IP Tm | 08:53:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E99895D385987E044273B46FF8A2FE07783628A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 841A638E7E55B5316A2C6C94333D3BF769CE1B91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE VALLEY SEWICKLEY AND HERITAGE VALLEY BEAVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRYAN J RANDALL | 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 | $406,502,210 | 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 | TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 3018 | TotalEmployeeCnt |
| Total Volunteers | 61 | TotalVolunteersCnt |
| Total Gross UBI | $3,782,582 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$333,845 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,950,223 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,322,284 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $346,894,049 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $345,260,561 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,265,523 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,264,252 | CYInvestmentIncomeAmt |
| PY Other Revenue | $15,747,739 | PYOtherRevenueAmt |
| CY Other Revenue | $17,307,787 | CYOtherRevenueAmt |
| PY Total Revenue | $369,857,534 | PYTotalRevenueAmt |
| CY Total Revenue | $374,154,884 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $220,759 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $255,508 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $192,091,011 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $191,986,100 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $168,066,155 | PYOtherExpensesAmt |
| CY Other Expenses | $174,913,025 | CYOtherExpensesAmt |
| PY Total Expenses | $360,377,925 | PYTotalExpensesAmt |
| CY Total Expenses | $367,154,633 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,479,609 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,000,251 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $403,358,327 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,995,488 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $146,557,958 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,997,200 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $256,800,369 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $281,998,288 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $361,955,239 | ExpenseAmt |
| Grant | $255,508 | GrantAmt |
| Revenue | $347,007,967 | RevenueAmt |
| Desc | THE HOSPITALS COMPRISING VALLEY MEDICAL FACILITIES PROVIDE ROUTINE AND AUXILIARY MEDICAL/SURGICAL, PSYCHIATRIC, AND REHABILITATION SERVICES TO THE COMMUNITIES SERVED BY THE HOSPITALS REGARDLESS OF PATIENT'S ABILITY TO PAY.DURING THE FISCAL YEAR, THE HOSPITALS HAD 19,984 INPATIENT ADMISSIONS, 1,629 NEWBORN ADMISSIONS, AND 85,757 INPATIENT DAYS. THE FACILITIES ALSO ENCOUNTERED 95,417 EMERGENCY ROOM VISITS, 14,914 OUTPATIENT SURGERIES, 105 OPEN HEART PROCEDURES, 2,473 CARDIAC CATHETERIZATIONS AND 322,174 DIAGNOSTIC IMAGING PROCEDURES. | Desc |
| Total Program Service Expenses | $361,955,239 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 146 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3018 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 SUITE 201 | AddressLine1Txt |
| City | MOON TOWNSHIP | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15108 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| NORMAN F MITRY | |||||||||
| PRESIDENT & CEO | 40.00 | 26.75 | Yes (X) | Yes (X) | $873,257 | $0 | $78,128 | ||
| LYNN GEORGE PHD | |||||||||
| VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DENNIS PEGDEN PHD | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOAN MARSHALL ESQ | |||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ELISA DITOMMASO CPA | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| GR ORR III | |||||||||
| EMERITUS BOARD CHAIR | 2.00 | 1.25 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD KIM MD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL MALKOWSKI MD | |||||||||
| DIRECTOR | 2.00 | 41.25 | Yes (X) | $0 | $499,765 | $42,452 | |||
| KEVIN FLANNERY | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MOTLEY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TOM LEYDIG | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT M ELSTE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY KIRSCH CPA | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS ARBOGAST ESQ | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY HEIN MD | |||||||||
| DIRECTOR | 2.00 | 40.00 | Yes (X) | $0 | $493,262 | $42,106 | |||
| REBECCA POUNDS DDS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BOB TERWILLIGER | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN PAONE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN JEROME-ZAPADKA MD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRYAN J RANDALL | |||||||||
| VICE-PRESIDENT, FINANCE & | 40.00 | 26.75 | Yes (X) | $443,853 | $0 | $50,907 | |||
| SHARON LOFTUS ESQ | |||||||||
| ASST. SECRETARY | 40.00 | 2.00 | Yes (X) | $325,267 | $0 | $33,883 | |||
| JOHN LUELLEN MD | |||||||||
| CHIEF OPERATING OFFICER | 40.00 | 3.75 | $430,389 | $0 | $49,965 | Yes (X) | |||
| DAVID W CARLETON | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | $350,267 | $0 | $53,980 | Yes (X) | ||||
| BRUCE E EDWARDS | |||||||||
| VP HUMAN RESOURCES | 40.00 | $329,369 | $0 | $43,533 | Yes (X) | ||||
| RONALD LECKEY MD | |||||||||
| MED. DIR. E.R. | 40.00 | $410,647 | $0 | $46,776 | Yes (X) | ||||
| SHAYLA CAMMARATA MD | |||||||||
| PHYSICIAN | 40.00 | $336,072 | $0 | $42,972 | Yes (X) | ||||
| MATTHEW WHEELER MD | |||||||||
| ASST. MED. DIR. | 40.00 | $390,590 | $0 | $43,790 | Yes (X) | ||||
| LISA FORBECK MD | |||||||||
| PHYSICIAN | 40.00 | $356,293 | $0 | $43,191 | Yes (X) | ||||
| RAMZI SIDANI MD | |||||||||
| PHYSICIAN | 40.00 | $336,680 | $0 | $42,908 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,582,684 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $993,027 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $614,591 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 118 | 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 |
|---|---|---|---|---|---|
| NORTHSTAR ANESTHESIA ASSOCIATES | |||||
| 6225 N STATE HWY 161 SUITE 200 | IRVING | TX | 75038 | PROFESSIONAL SERVICES | $4,021,217 |
| ALLSCRIPTS | |||||
| 24630 NETWORK PLACE | CHICAGO | IL | 60673 | COMPUTER PROFESSIONAL SERVICES | $3,858,468 |
| QUESTEQ INC | |||||
| 420 ROUSER ROAD LL1 | CORAOPOLIS | PA | 15108 | COMPUTER PROFESSIONAL SERVICES | $1,263,561 |
| ESMARK CENTER LLC | |||||
| 100 HAZEL LANE SUITE 300 | SEWICKLEY | PA | 15143 | RENT | $924,015 |
| TRAVELMAX | |||||
| 13877 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60673 | PROFESSIONAL SERVICES | $895,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 41 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $2,066,826 | GovernmentGrantsAmt |
| All Other Contributions | $255,458 | AllOtherContributionsAmt |
| Total Contributions | $2,322,284 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ALL OTHER PATIENT PAYMENTS | 900099 | $144,229,989 | $143,934,919 | $295,070 |
| MEDICARE HMO PAYMENTS | 900099 | $112,193,181 | $112,193,181 | |
| MEDICARE/MEDICAID PAYMENTS | 900099 | $58,767,370 | $58,767,370 | |
| MEDICAID HMO PAYMENTS | 900099 | $30,070,021 | $30,070,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $345,260,561 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,066,447 | TotalRevenueColumnAmt |
| Exclusion | $2,066,447 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,545,131 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,802,105 | SecuritiesAmt |
| Other | $545,221 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,743,026 | SecuritiesAmt |
| Other | -$545,221 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,197,805 | TotalRevenueColumnAmt |
| Exclusion | $7,197,805 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHARMACEUTICAL REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,487,512 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,487,512 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,820,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,042,476 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,777,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,307,787 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $374,154,884 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $347,007,967 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,782,582 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,042,051 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,508 | TotalAmt |
| Program Services | $255,508 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465,387 | TotalAmt |
| Management And General | $2,465,387 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,888,070 | TotalAmt |
| Program Services | $150,947,072 | ProgramServicesAmt |
| Management And General | $940,998 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,618,129 | TotalAmt |
| Program Services | $6,618,129 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,452,893 | TotalAmt |
| Program Services | $21,452,893 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,561,621 | TotalAmt |
| Program Services | $9,441,075 | ProgramServicesAmt |
| Management And General | $120,546 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,905 | TotalAmt |
| Program Services | $168,723 | ProgramServicesAmt |
| Management And General | $333,182 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,697 | TotalAmt |
| Management And General | $341,697 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,673 | TotalAmt |
| Management And General | $17,673 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,348 | TotalAmt |
| Program Services | $140,204 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $960,144 | TotalAmt |
| Program Services | $960,144 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,173,443 | TotalAmt |
| Program Services | $5,173,443 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,904,529 | TotalAmt |
| Program Services | $4,832,319 | ProgramServicesAmt |
| Management And General | $72,210 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,577 | TotalAmt |
| Program Services | $369,219 | ProgramServicesAmt |
| Management And General | $18,358 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,666 | TotalAmt |
| Program Services | $154,666 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,011,884 | TotalAmt |
| Program Services | $3,011,884 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,786,623 | TotalAmt |
| Program Services | $31,412,984 | ProgramServicesAmt |
| Management And General | $373,639 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL AND OTHER SUPPL | $51,649,580 | $51,605,658 | $43,922 |
| OTHER OUTSIDE SERVICES | $48,075,694 | $47,769,613 | $306,081 |
| DRUGS | $12,303,391 | $12,303,391 | |
| EQUIPMENT RENTAL & MAIN | $7,714,791 | $7,714,692 | $99 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,789,080 | TotalAmt |
| Program Services | $7,623,622 | ProgramServicesAmt |
| Management And General | $165,458 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,154,633 | TotalAmt |
| Program Services | $361,955,239 | ProgramServicesAmt |
| Management And General | $5,199,394 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,452,628 | BOYAmt |
| EOY | $5,431,567 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,226,485 | BOYAmt |
| EOY | $5,230,965 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,288 | BOYAmt |
| EOY | $303,238 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,492,592 | BOYAmt |
| EOY | $35,685,644 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,697,508 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,130,262 | BOYAmt |
| EOY | $8,496,238 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,710,082 | BOYAmt |
| EOY | $8,068,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $516,280,037 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $335,552,116 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,367,454 | BOYAmt |
| EOY | $180,727,921 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,983,879 | BOYAmt |
| EOY | $110,232,391 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,532,752 | BOYAmt |
| EOY | $40,062,478 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,905 | BOYAmt |
| EOY | $58,795 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,358,327 | BOYAmt |
| EOY | $397,995,488 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,831,114 | BOYAmt |
| EOY | $35,214,008 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,560,632 | BOYAmt |
| EOY | $53,720,346 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,885,839 | BOYAmt |
| EOY | $12,735,948 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,280,373 | BOYAmt |
| EOY | $14,326,898 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,557,958 | BOYAmt |
| EOY | $115,997,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,981,135 | BOYAmt |
| EOY | $265,674,374 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,228,486 | BOYAmt |
| EOY | $9,760,392 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,590,748 | BOYAmt |
| EOY | $6,563,522 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,800,369 | BOYAmt |
| EOY | $281,998,288 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,358,327 | BOYAmt |
| EOY | $397,995,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $7,000,251 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,599,675 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $5,246,644 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | $39,447 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $14,511,252 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $17,673 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $17,673 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | OTHER LOBBYING ACTIVITIES: A PORTION OF HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PA (HAP) DUES ARE LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $265,386,000 | BeginningYearBalanceAmt |
| Contributions | -$8,191,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,354,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$2,695,000 | OtherExpendituresAmt |
| Administrative Expenses | -$769,000 | AdministrativeExpensesAmt |
| End Year Balance | $252,377,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,595,000 | BeginningYearBalanceAmt |
| Contributions | $1,428,000 | ContributionsAmt |
| Investment Earnings Or Losses | $19,506,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,311,000 | OtherExpendituresAmt |
| Administrative Expenses | $821,000 | AdministrativeExpensesAmt |
| End Year Balance | $265,386,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $255,106,000 | BeginningYearBalanceAmt |
| Contributions | $10,407,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,371,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $718,000 | OtherExpendituresAmt |
| Administrative Expenses | $829,000 | AdministrativeExpensesAmt |
| End Year Balance | $250,595,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $257,479,000 | BeginningYearBalanceAmt |
| Contributions | $7,685,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,337,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,793,000 | OtherExpendituresAmt |
| Administrative Expenses | $928,000 | AdministrativeExpensesAmt |
| End Year Balance | $255,106,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $243,417,000 | BeginningYearBalanceAmt |
| Contributions | $1,207,000 | ContributionsAmt |
| Investment Earnings Or Losses | $22,032,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,395,000 | OtherExpendituresAmt |
| Administrative Expenses | $1,781,000 | AdministrativeExpensesAmt |
| End Year Balance | $257,479,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.93500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,285,807 | OtherCostOrOtherBasisAmt |
| Book Value | $2,285,807 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $177,649,224 | OtherCostOrOtherBasisAmt |
| Depreciation | $100,782,502 | DepreciationAmt |
| Book Value | $76,866,722 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,438,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,230,528 | DepreciationAmt |
| Book Value | $1,207,861 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $319,195,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,031,304 | DepreciationAmt |
| Book Value | $91,164,036 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,711,277 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,507,782 | DepreciationAmt |
| Book Value | $9,203,495 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $180,727,921 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INTEREST IN ASSETS HELD BY FOUNDATIONS | $11,039,586 | F |
| OTHER INVESTMENTS | $343,352 | F |
| COMMON TRUST | $17,481,170 | C |
| ALTERNATIVE INVESTMENTS | $11,198,370 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,062,478 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSIONS AND OTHER LONG TERM LIABILITIES | $2,743,420 |
| WORKERS COMP RESERVE LONG TERM | $11,429,546 |
| OTHER | $153,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,326,898 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $373,849,941 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $373,849,941 | RevenueSubtotalAmt |
| Other Revenues Not Included | $304,943 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $304,943 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $374,154,884 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $367,154,632 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $367,154,632 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $367,154,633 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | VMF QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, THEREFORE, IS EXEMPT FROM INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. VMF DOES NOT HAVE ANY MATERIAL UNCERTAIN POSITIONS AS OF JUNE 30, 2018 AND 2017. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED TEMP 302,204. INVESTMENT INCOME 1,577. STATE OF PA DISASTER 161. INST REVIEW BOARD 1,000. ROUNDING 1. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. |
| PART V LINE 4 | BOARD DESIGNATED ASSETS ARE UNRESTRICTED FUNDS UNDER THE CONTROL OF THE BOARD OF DIRECTORS. THE MAJORITY OF THESE FUNDS ARE HELD IN THE MASTER TRUST. THE REMAINING FUNDS ARE IN THE CHECKING AND MONEY MARKET ACCOUNTS. ALL INTEREST, REALIZED GAINS/LOSSES, AND UNREALIZED GAINS/LOSSES ASSOCIATED WITH THESE FUNDS REMAIN AS BOARD DESIGNATED FUNDS. DONOR RESTRICTED SPECIFIC PURPOSE FUNDS ARE COMPOSED OF BOTH TEMPORARY AND PERMANENTLY RESTRICTED FUNDS. ALL FUNDS EARN INTEREST, REALIZED GAINS/LOSSES, AND UNREALIZED GAINS/LOSSES. INTEREST CAN BE RESTRICTED BY THE DONOR, IN WHICH CASE IT REMAINS IN THE FUND. THE DONOR DETERMINES THE INTEREST CLASSIFICATION AT THE TIME OF THE DONATION. THE MAJORITY OF THE FUNDS ARE HELD IN THE MASTER TRUST WITH THE REMAINDER BEING IN THE CHECKING ACCOUNT OR MONEY MARKET ACCOUNTS. FUNDS HELD BY HERITAGE VALLEY SEWICKLEY FOUNDATION: CARDIOLOGY FUND -RESTRICTED FOR CARDIOLOGY/CARDIAC REHAB BUT OTHERWISE UNRESTRICTED. CAPITAL PROJECT FUND - TO BE USED TO FUND PURCHASES OF ITEMS DESIGNATED THROUGH APPROVED HERITAGE VALLEY SEWICKLEY CAPITAL BUDGET. EMERGENCY DEPARTMENT FUND - FOR EMERGENCY DEPARTMENT USE TO BENEFIT CHILDREN AT MEDICAL DIRECTOR'S DISCRETION AND FOR FUNDING EMERGENCY DEPARTMENT PROGRAM & EQUIPMENT NEEDS. EQUIPMENT FUND - RESTRICTED FOR HOSPITAL EQUIPMENT PURCHASES. IRWIN S. TERNER MEMORIAL EYE GLASS FUND - RESTRICTED TO PURCHASE OF EYEGLASSES FOR THOSE THAT ARE UNABLE TO PAY. REFERRALS TO ACCESS THIS FUND MUST BE SENT TO CASE MANAGEMENT OF HVS FOR EVALUATION OF PATIENT'S NEEDS. OPTHALMOLOGISTS ON STAFF PROVIDE GLASSES AT COST. EYE SURGERY EQUIPMENT FUND - EQUIPMENT NEEDS OF EYE DEPARTMENT. FAITH IN ACTION FUND - ESTABLISHED IN 2014 FROM PROCEEDS OF ANNUAL SEWICKLEY 5K RUN/WALK. RESTRICTED PROCEEDS BEENFIT THE FAITH IN ACTION PROGRAM AT HERITAGE VALLEY SEWICKLEY AND SEWICKLEY YMCA, WHICH PROVIDES SENIORS IN THE COMMUNITY WITH RIDES TO DOCTOR APPOINTMENTS AND MEDICAL TREATMENTS. FREE CARE FUND (CHARITY CARE) - TO PAY FOR PRESCRIPTION DRUGS FOR QUALIFIED NEEDY PATIENTS TO A MAXIMUM OF $5,000 PER YEAR; AND TO PAY FOR SERVICES FOR QUALIFIED NEEDY AS ASSESSED BY CASE MANAGEMENT. (CURRENTLY TRANSFERRING 10% PER YEAR FOR HVS CHARITY CARE.) THOMAS R. HAVRILLA SCHOOL OF RADIOLOGY SCHOLARSHIP FUND - ESTABLISHED BY BRIGHTON RADIOLOGY ASSOCIATES IN MEMORY OF THEIR FRIEND AND COLLEAGUE TO ENCOURAGE INDIVIDUALS TO PURSUE CAREERS IN RADIOLOGY & EMPLOYMENT AT VMF AND AFFILIATES. INCOME EARNED WILL BE USED ANNUALLY TO PROVIDE FINANCIAL ASSISTANCE TO THE TOP ACADEMIC STUDENT COMPLETING THEIR 1ST YEAR OF TRAINING TO ASSIST THEM WITH 2ND YEAR TUITION COSTS. MATERNAL AND INFANT CHILD CARE FUND - RESTRICTED FOR USE OF MATERNITY AND INFANT CHILD CARE BUT OTHERWISE UNRESTRICTED. E. THORNE MCKALLIP PROFESSIONAL NURSING DEVELOPMENT FUND - RESTRICTED FUND INCOME EARNED TO BENEFIT MEMBERS OF HVS NURSING STAFF IN THEIR PROFESSIONAL DEVELOPMENT, EXCLUDING FORMAL EDUCATION PREPARATION: * INITAL NURSING CERTIFICATION FEE * NURSING RECERTIFICATION CONTINUING EDUCATION CREDITS * FEES FOR LOCAL CONTINUING EDUCATION * OUT-OF-STATE CONTINUING EDUCATION (FEES, TRANSPORTATION, ACCOMODATIONS) * IN-HOUSE EDUCATION. MEDICAL STAFF SCHOLARSHIP FUND - ESTABLISHED IN 2013. TO AWARD ANNUAL COLLEGE SCHOARSHIPS TO LOCAL RESIDENTS PURSUING A HEALTHCARE EDUCATION. ONCOLOGY FUND - RESTRICTED FOR USE FOR INPATIENT ONCOLOGY SERVICES OTHERWISE UNRESTRICTED. OR/LAB - RESTRICTED ENDOWMENT. RESTRICTED TO USE FOR THE BENEFIT OF THE OPERATING ROOMS AND THE LABORATORY, BUT OTHERWISE UNRESTRICTED. NURSING EDUCATION FUND - RESTRICTED TO USE TO SUPPORT THE CONTINUING EDUCATIONAL AND CAREER DEVELOPMENT NEEDS OF NURSES AT THE HERITAGE VALLEY HEALTH SYSTEM, INC. AND FOR STUDENT NURSES COMPLETING EDUCATIONAL ROTATIONS THROUGHOUT THE HERITAGE VALLEY HEALTH SYSTEM, INC. BUT OTHERWISE UNRESTRICTED. DR. SIDNEY SELKOVITZ ENDOWED FUND - PERMANENTLY RESTRICTED ENDOWED FUND TO BENEFIT HVS. PRINCIPAL WILL REMAIN INTACT FOR PERPETUITY & INTEREST INCOME USED ANNUALLY TO FURTHER THE GOOD WORK OF HVS. THE FUND WILL BE AVAILABLE FOR ADDITIONAL GIFTS FOR FAMILY, FRIENDS, & FORMER PATIENTS WHO WISH TO PAY TRIBUTE TO DR. SELKOVITZ. SPEECH THERAPY FUND - RESTRICTED TO SPEECH PATHOLOGY BUT OTHERWISE UNRESTRICTED. ELIZABETH S. STANDISH SCHOLARSHIP FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED ANNUALLY BY THE BOARD FOR CAPITAL PROJECTS. STAUNTON CLINIC FUND - RESTRICTED TO USE FOR STAUNTON CLINIC BUT OTHERWISE UNRESTRICTED. TEMPORARY RESTRICTED FUND - TEMPORARY HOLD FOR AUXILIARY AND UNIQUE BOUTIQUE DONATIONS UNTIL FUNDS USED FOR ASSIGNED PROJECTS; AND FORMERLY USED TO HOLD FOUNDERS SOCIETY DONATIONS (PRIOR TO 2000). ALSO TEMPORARY HOLD FOR STAUNTON FARMS ELECTRONIC HEALTH RECORD GRANT. COMMUNITY HEALTH SERVICES FUND - PEDIATRIC ASTHMA PROGRAM; DIABETES PROGRAM; LIFESMART PROGRAM; PREGNANCY HEALTH SERVICES PROGRAM; COMMUNITY ADVANCED ILLNESS PROGRAM; PEDIATRIC OBESITY PROGRAM. ROY F. JOHNS, JR. FAMILY ENDOWMENT FUND - RESTRICTED ENDOWMENT. ANNUAL INCOME TO BE USED TO PROVIDE UNRESTRICTED SUPPORT TO THE HERITAGE VALLEY SEWICKLEY FOUNDATION. SCHOOL OF NURSING ALUMNI FUND - TO BE USED FOR SPEAKERS FOR CONTINUING NURSING EDUCATION AND CAREER DEVELOPMENT FOR GRADUATE HVS NURSES AND FOR STUDENT NURSES OUTSIDE OF HVS COMPLETING ROTATIONS THROUGHOUT HVS. HITCHAK SCHOLARSHIP - ESTABLISHED WITH $11,000 GIFT FROM HITCHAK FAMILY MEMBERS TO ENDOW A SCHOLARSHIP FOR GRADUATE NURSING STUDIES FOR A HVS NURSING EMPLOYEE. SILVER SNEAKERS FUND - RESTRICTED FOR SILVER SNEAKERS FUND. MAJORIE WAGNER THEYS SCHOLARSHIP FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED ANNUALLY FOR THE CONTINUING EDUCATION OF HVS NURSES. LEONARD P. AND EVA M. ALOISE MEMORIAL FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED ANNUALLY FOR THE CONTINUING EDUCATION OF HVS NURSES. FUNDS HELD BY HERITAGE VALLEY BEAVER FOUNDATION: CARDIOLOGY FUND - PURPOSE: RESTRICTED FOR CARDIOLOGY/CARDIAC CATHETERIZATION NEEDS FOR HERITAGE VALLEY BEAVER, BUT OTHERWISE UNRESTRICTED. CENTER CIVIC WOMEN'S CLUB FUND - PURPOSE: RESTRICTED FUND ESTABLISHED IN 1999 BY CENTER CIVIC WOMEN'S CLUB TO HELP COVER EXPENSES NOT REIMBURSED BY INSURANCE FOR COSMETIC ITEMS (WIGS, TURBANS, PROSTHESES, ETC.) FOR BEAVER COUNTY WOMEN RECEIVING CANCER TREATMENT THROUGH A HERITAGE VALLEY HOSPITAL - HVB OR HVS. HERITAGE VALLEY BEAVER FOUNDATION ADMINISTERS THE FUND. (INCLUDES CRITERIA FOR ELIGIBILITY) CANCER TREATMENT CENTER BENEVOLENT FUND - PURPOSE: TO BE USED TO ASSIST PATIENTS WHO HAVE EXHAUSTED THEIR PERSONAL RESOURCES TO BATTLE CANCER BY ASSISTING WITH TRANSPORTATION, MEDICATION OR EQUIPMENT NEEDS. ALLOCATIONS ARE BASED ON RECOMMENDATIONS FROM HOSPITAL CASE MANAGERS AND CANCER TREATMENT CENTER NURSING. RESTRICTIONS: PHARMACY STAFF MUST BE NOTIFIED WHEN PRESCRIPTION FUNDING IS REQUIRED AND THE MEDICATION WILL BE PROVIDED AT A COST WITH A SEPARATE BILL SENT TO THE FOUNDATION. DEVELOPMENT FUND - RESTRICTED FOR EQUIPMENT AND BUILDING (CAPITAL) NEEDS FOR HVB. COMMUNITY HEALTH SERVICES FUND - PREGNANCY HEALTH SERVICES PROGRAM; DIABETES PROGRAM/ LIFESMART PROGRAM; COMMUNITY ADVANCE ILLNESS PROGRAM; PEDIATRIC ASTHMA PROGRAM. NUTRITIONAL SERVICES PROGRAM. EMERGENCY DEPARTMENT FUND - TO PROVIDE FUNDING FOR EQUIPMENT AND PROGRAM NEEDS FOR HVB EMERGENCY DEPARTMENT. EQUIPMENT FUND - TO PROVIDE FUNDING FOR EQUIPMENT NEEDS FOR HVB FREE CARE FUND - TO REIMBURSE HVB FOR FREE CARE PROVIDED TO PATIENTS TREATED; TO ASSIST WITH PRESCRIPTION DRUGS FOR QUALIFIED NEEDY PATIENTS TO A MAXIMUM OF $5,000 PER YEAR OR TO PAY FOR SERVICES FOR QUALIFIED NEEDY AS ASSESSED BY CASE MANAGEMENT DIRECTOR. LABOR & DELIVERY FUND - RESTRICTED FOR USE OF HVB MATERNITY AND INFANT CHILD CARE. MEDICAL STAFF FUND - FUNDS ARE TO BE USED FOR PATIENT CARE PURPOSES ONLY, SUBJECT TO THE MEDICAL STAFF'S ENDORSEMENT. PEDIATRICS FUND - RESTRICTED FOR USE OF HVB PEDIATRIC UNIT FOR EQUIPMENT AND PROGRAMS. MEDICAL STAFF SCHOLARSHIP FUND - TO AWARD ANNUAL COLLEGE SCHOLARSHIPS TO LOCAL RESIDENTS PURSUING A HEALTHCARE EDUCATION. ONCOLOGY FUND - TO PROVIDE FUNDING FOR EQUIPMENT AND PROGRAM NEEDS FOR HVB INPATIENT ONCOLOGY, HVB SATELLITE FACILITIES PROVIDING ONCOLOGY SERVICES, AND ONCOLOGY SERVICES THROUGH THE UNIVERSITY OF PITTSBURGH MEDICAL CENTER/HERITAGE VALLEY HEALTH SYSTEM CANCER CENTER, BEAVER CAMPUS. TEMPORARILY RESTRICTED FUND - TEMPORARY HOLD FOR AUXILIARY DONATIONS UNTIL FUNDS USED FOR ASSIGNED PROJECTS. ORR FAMILY EDUCATION ENDOWMENT - RESTRICTED ENDOWMENT. ANNUAL INCOME ONLY TO BE USED FOR HVB NURSING AND CLINICAL STAFF FOR PROFESSIONAL DEVELOPMENT AND EDUCATION. O'LEARY FAMILY EDUCATION ENDOWMENT - RESTRICTED ENDOWMENT. ANNUAL INCOME TO BE USED TO PROVIDE UNRESTRICTED SUPPORT TO THE HERITAGE VALLEY BEAVER FOUNDATION. |
| PART V LINE 4 | PERMANENTLY RESTRICTED ENDOWMENTS - TRUST TO BE USED EXCLUSIVELY FOR THE REHABILITATION OF EXISTING FACILITIES, CONSTRUCTION OF NEW BUILDINGS, PROVIDING FOR SPECIAL EQUIPMENT AND SERVICES AND FOR EXPENSES OF DESERVING PATIENTS OF HVB. THE TRUST IS IRREVOCABLE BUT MAY BE TERMINATED AT ANY TIME BY THE DONOR. PERMANENTLY RESTRICTED ENDOWMENTS - ESTABLISHED FOR ROCHESTER GENERAL HOSPITAL (PREDECESSOR HOSPITAL) TO BE USED FOR THE CONSTRUCTION OF NEW BUILDINGS, REHABILITATION OF EXISTING FACILITIES, PROVIDE FOR SPECIAL EQUIPMENT AND SERVICES, AND SUCH OTHER PURPOSES AS THE DONOR SHALL FROM TIME TO TIME DESIGNATE. LIDA MCHATTIE - PERMANENTLY RESTRICTED ENDOWMENTS - HERITAGE VALLEY BEAVER FOUNDATION RECEIVES 1/6TH SHARE OF THE NET INCOME PER QUARTER. ARTHUR E. MAYER - PERMANENTLY RESTRICTED ENDOWMENTS - ESTABLISHED IN 1964. INCOME IS UNRESTRICTED. MAYER SOCIETY (ONCOLOGY) - PERMANENTLY RESTRICTED ENDOWMENTS - CASH GIFT TO HERITAGE VALLEY BEAVER FOUNDATION'S ENDOWMENT BY MURRAY & CECYL THAW. IN HONOR OF THEIR CHILDREN - DEBORAH AND ROBERT. INCOME IS RESTRICTED TO ONCOLOGY. FUNDS HELD BY VMF FACILIITES UNDER CONTROL OF HERITAGE VALLEY SEWICKLEY FOUNDATION. EDITH OLIVER REA FUND - PRINCIPAL & INCOME TO BE USED BY THE PRESIDENT IN HIS DISCRETION FOR SUCH PURPOSES, AS TO HELP DESERVING INDIVIDUALS IN NEED OF FINANCIAL ASSISTANCE. CRAIG FAMILY MEMORIAL FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED FOR STAUNTON CLINIC. THE MEDICAL DIRECTOR OF THE CLINIC SHALL PROPOSE THE USE OF SUCH FUNDS, AND THEIR EXPENDITURE WILL BE MADE IN ACCORDANCE WITH THE USUAL PRACTICES OF HVS. WILLIAM K. FITCH MEMORIAL FUND - RESTRICTED ENDOWMENT. ANNUAL INTEREST INCOME TO BE USED TO ENCOURAGE, STIMULATE AND AID THE GOVERNING BOARD OF HVS TO MAINTAIN A POSITION OF BEING EVER ALERT TO CHANGING OPPORTUNITIES FOR CONTRIBUTING TO THE HEALTH OF THE COMMUNITY SERVED BY HVS. MARTHA J. O'ROURKE SCHOOL OF NURSING SCHOLARSHIP FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED TO PROVIDE FINANCIAL ASSISTANCE TO A STUDENT OF HVS SCHOOL OF NURSING. VAN KLEECK BLOOD BANK MEMORIAL - RESTRICTED ENDOWMENT. INCOME EARNED BY THE FUND TO BENEFIT HVS BLOOD BANK BY AUTHORIZATION OF THE PRESIDENT. INTEREST & PRINCIPAL INVESTED WITH INTEREST EARNINGS REINVESTED UNTIL NEEDED. PRINCIPLE SHALL NOT BE EXPENDED; HOWEVER, SHOULD SOME EXTRAORDINARY NEED ARISE IN CONNECTION WITH THE OPERATION OF THE BLOOD BANK, IT IS UNDERSTOOD THAT THE HOSPITAL'S BOARD MAY AUTHORIZE THE EXPENDITURE OF THE PRINCIPLE TO MEET THAT NEED. THE FOLLOWING FUNDS ARE RELATED TO THE HERITAGE VALLEY SEWICKLEY FOUNDATION, BUT ARE UNDER THE CONTROL OF VARIOUS ORGANIZATIONS. HVS HAS BEEN THE RECIPIENT OF VARIOUS TRUSTS: 1. POOLED INCOME FUND (PNC BANK) 2. MARTHA LOCKHART AMSON TRUST (BNY MELLON) 3. MARTHA LOCKHART MASON TRUST (PNC BANK) 4. BLAIR E. BELL TRUST (BNY MELLON). FOR THE POOLED INCOME FUND (1), UPON THE DEATH OF THE DONORS, THE HERITAGE VALLEY SEWICKLEY FOUNDATION WILL BECOME THE SOLE BENEFICIARY OF THE PRINCIPAL BALANCE. THE POOLED INCOME FUND PRINCIPAL IS UNDER THE CONTROL OF VMF IN THAT THE HOSPITAL CAN DETERMINE WHERE TO INVEST THE MONEY. THE THREE REMAINING TRUST, THE MASON (2&3) AND BELL (4) TRUSTS, ARE IRREVOCABLE TRUSTS. THE HERITAGE VALLEY SEWICKLEY FOUNDATION IS A PARTIAL BENEFICIARY OF THE INCOME DISTRIBUTIONS FROM THESE TRUSTS. THESE TRUSTS ARE NOT UNDER THE CONTROL OF ANY ENTITY WITHIN THE VALLEY MEDICAL FACILITIES SYSTEM. THE INCOME DISTRIBUTIONS FROM THESE TRUSTS ARE RECORDED AS UNRESTRICTED INCOME. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $11,198,370 | 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 | $11,198,370 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,198,370 | 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 | PART 1 LINE 2 | FormAndLineReferenceDesc |
| Explanation | VALLEY MEDICAL FACILITIES DOES NOT MAKE GRANTS OUTSIDE THE UNITED STATES. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 450.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (1) | ExpensesExceedBudgetInd |
| Unable To Provide Care | 0 | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,883,403 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $15,883,403 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04330 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $45,397,275 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $32,656,536 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $12,740,739 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03470 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $61,280,678 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $32,656,536 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $28,624,142 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07800 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $54,392 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $54,392 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,048,974 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,603,865 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,445,109 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00390 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $13,103,366 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $11,603,865 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,499,501 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00400 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $74,384,044 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $44,260,401 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $30,123,643 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08200 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $5,802 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $5,802 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $140,855 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $140,855 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $305,345 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $305,345 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00080 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,409 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $9,409 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $461,411 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $461,411 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $3,669,873 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,834,936 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $168,374,036 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $176,810,969 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$8,436,933 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | Yes (X) | CostAccountingSystemInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | 0 | FinancialAssistancePrvsnInd |
| Hospital Facilities | 2 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (2 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE VALLEY BEAVER | |||||||||
| 1 | 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A |
| HERITAGE VALLEY SEWICKLEY | |||||||||
| 2 | 720 BLACKBURN ROAD | SEWICKLEY | PA | 15143 | Yes (X) | Yes (X) | Yes (X) | A | |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FACILITY REPORTING GROUP - A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 16 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | WWW.HERITAGEVALLEY.ORG/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 16 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.HERITAGEVALLEY.ORG/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 450.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | HTTP://WWW.HERITAGEVALLEY.ORG/PAGES/FINANCIAL-ASSISTANCE | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | HTTP://WWW.HERITAGEVALLEY.ORG/PAGES/BILLING-PAYMENTS | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | HTTP://WWW.HERITAGEVALLEY.ORG/PAGES/BILLING-PAYMENTS | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B | FACILITY REPORTING GROUP A |
| FACILITY REPORTING GROUP A CONSISTS OF: | - FACILITY 1: HERITAGE VALLEY, BEAVER, - FACILITY 2: HERITAGE VALLEY, SEWICKLEY |
| GROUP A-FACILITY 2 -- HERITAGE VALLEY, SEWICKLEY PART V, SECTION B, LINE 5: | THE ORGANIZATION LED A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO EVALUATE THE HEALTH NEEDS OF INDIVIDUALS LIVING IN THE HOSPITAL SERVICE AREA INCLUDING BEAVER COUNTY AND THE SELECTED MUNICIPALITIES LOCATED WITHIN ALLEGHENY COUNTY BEGINNING IN 2012 AND UPDATING THE ASSESSMENT IN 2016. THE ORGANIZATION CONTRACTED WITH A REPUTABLE CONSULTING FIRM TO ASSIST IN COMPLETING THE ASSESSMENT. THE PURPOSE OF THE ASSESSMENT WAS TO GATHER INFORMATION ABOUT LOCAL HEALTH NEEDS AND HEALTH BEHAVIORS. THE ASSESSMENT EXAMINED A VARIETY OF INDICATORS INCLUDING RISKY HEALTH BEHAVIORS (PHYSICAL INACTIVITY, TOBACCO USE) AND CHRONIC HEALTH CONDITIONS (DIABETES, HEART DISEASE). THE COMPLETION OF THE CHNA ENABLED THE ORGANIZATION TO TAKE AN IN-DEPTH LOOK AT ITS GREATER COMMUNITY. THE FINDINGS FROM THE ASSESSMENT WERE UTILIZED BY THE ORGANIZATION TO PRIORITIZE PUBLIC HEALTH ISSUES AND DEVELOP COMMUNITY HEALTH IMPLEMENTATION PLANS FOCUSED ON MEETING COMMUNITY NEEDS. THE ORGANIZATION IS COMMITTED TO THE PEOPLE IT SERVES AND THE COMMUNITIES THEY LIVE IN. HEALTHY COMMUNITIES LEAD TO LOWER HEALTH CARE COSTS, ROBUST COMMUNITY PARTNERSHIPS, AND AN OVERALL ENHANCED QUALITY OF LIFE. THE CHNA FINAL SUMMARY REPORT SERVES AS A COMPILATION OF THE OVERALL FINDINGS OF EACH RESEARCH COMPONENT. RESEARCH COMPONENTS-- *SECONDARY STATISTICAL DATA PROFILE OF BEAVER COUNTY AND THE SELECTED MUNICIPALITIES LOCATED WITHIN ALLEGHENY COUNTY. *ONLINE SURVEY WITH 2,907 ADULTS ABOUT HEALTH ISSUES AND CONCERNS *FOCUS GROUPS WITH 28 CONSUMERS (2 SESSIONS) REGARDING PRIMARY CARE ACCESS AND PERSONAL RESPONSIBILITY FOR HEALTH. *A FACILITATED DISCUSSION WITH SEVENTEEN AREA HEALTH AND HUMAN SERVICE PROVIDER ORGANIZATIONS TO REVIEW THE RESEARCH FINDINGS AND DISCUSS IMPLEMENTATION PRIORITIES AND PLANS. |
| GROUP A-FACILITY 2 -- HERITAGE VALLEY, SEWICKLEY PART V, SECTION B, LINE 6A: | THE CHNA IS COMPLETED FOR HERITAGE VALLEY, SEWICKLEY AND HERITAGE VALLEY, BEAVER. |
| GROUP A-FACILITY 2 -- HERITAGE VALLEY, SEWICKLEY PART V, SECTION B, LINE 11: | VALLEY MEDICAL FACILITIES HAS DEVELOPED AN IMPLEMENTATION PLAN TO ADDRESS THE SIGNIFICANT NEEDS IDENTIFIED THROUGH ITS CHNA. AS WITH MOST HEATH CARE FACILITIES, VALLEY MEDICAL FACILITIES HAS LIMITED FINANCIAL RESOURCES TO ADDRESS ALL ISSUES. |
| GROUP A-FACILITY 1 -- HERITAGE VALLEY, BEAVER PART V, SECTION B, LINE 5: | THE ORGANIZATION LED A COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO EVALUATE THE HEALTH NEEDS OF INDIVIDUALS LIVING IN THE HOSPITAL SERVICE AREA INCLUDING BEAVER COUNTY AND THE SELECTED MUNICIPALITIES LOCATED WITHIN ALLEGHENY COUNTY BEGINNING IN 2012 AND UPDATING THE ASSESSMENT IN 2016. THE ORGANIZATION CONTRACTED WITH A REPUTABLE CONSULTING FIRM TO ASSIST IN COMPLETING THE ASSESSMENT. THE PURPOSE OF THE ASSESSMENT WAS TO GATHER INFORMATION ABOUT LOCAL HEALTH NEEDS AND HEALTH BEHAVIORS. THE ASSESSMENT EXAMINED A VARIETY OF INDICATORS INCLUDING RISKY HEALTH BEHAVIORS (PHYSICAL INACTIVITY, TOBACCO USE) AND CHRONIC HEALTH CONDITIONS (DIABETES, HEART DISEASE). THE COMPLETION OF THE CHNA ENABLED THE ORGANIZATION TO TAKE AN IN-DEPTH LOOK AT ITS GREATER COMMUNITY. THE FINDINGS FROM THE ASSESSMENT WERE UTILIZED BY THE ORGANIZATION TO PRIORITIZE PUBLIC HEALTH ISSUES AND DEVELOP COMMUNITY HEALTH IMPLEMENTATION PLANS FOCUSED ON MEETING COMMUNITY NEEDS. THE ORGANIZATION IS COMMITTED TO THE PEOPLE IT SERVES AND THE COMMUNITES THEY LIVE IN. HEALTHY COMMUNITIES LEAD TO LOWER HEALTH CARE COSTS, ROBUST COMMUNITY PARTNERSHIPS, AND AN OVERALL ENHANCED QUALITY OF LIFE. THE CHNA FINAL SUMMARY REPORT SERVES AS A COMPILATION OF THE OVERALL FINDINGS OF EACH RESEARCH COMPONENT. RESEARCH COMPONENTS-- *SECONDARY STATISTICAL DATA PROFILE OF BEAVER COUNTY AND THE SELECTED MUNICIPALITIES LOCATED WITHIN ALLEGHENY COUNTY. *ONLINE SURVEY WITH 2,907 ADULTS ABOUT HEALTH ISSUES AND CONCERNS *FOCUS GROUPS WITH 28 CONSUMERS (2 SESSIONS) REGARDING PRIMARY CARE ACCESS AND PERSONAL RESPONSIBILITY FOR HEALTH. *A FACILITATED DISCUSSION WITH SEVENTEEN AREA HEALTH AND HUMAN SERVICE PROVIDER ORGANIZATIONS TO REVIEW THE RESEARCH FINDINGS AND DISCUSS IMPLEMENTATION PRIORITIES AND PLANS. |
| GROUP A-FACILITY 1 -- HERITAGE VALLEY, BEAVER PART V, SECTION B, LINE 6A: | THE CHNA IS COMPLETED FOR HERITAGE VALLEY, SEWICKLEY AND HERITAGE VALLEY, BEAVER. |
| GROUP A-FACILITY 1 -- HERITAGE VALLEY, BEAVER PART V, SECTION B, LINE 11: | VALLEY MEDICAL FACILITIES HAS DEVELOPED AN IMPLEMENTATION PLAN TO ADDRESS THE SIGNIFICANT NEEDS IDENTIFIED THROUGH ITS CHNA. AS WITH MOST HEATH CARE FACILITIES, VALLEY MEDICAL FACILITIES HAS LIMITED FINANCIAL RESOURCES TO ADDRESS ALL ISSUES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 26 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|
| 1 - BEAVER -CALCUTTA IMAGING & LAB SERVICES | |||||
| 48462 BELL SCHOOL ROAD SUITE B | EAST LIVERPOOL | OH | 43920 | LABORATORY, IMAGING AND DIAGNOSTIC, HEART & VASCULAR, WOMEN'S HEALTH | |
| 2 - BEAVER -HERITAGE VALLEY DIAGNOSTIC CENTE | |||||
| 271 STATE ROUTE 288 | ELLWOOD CITY | PA | 16117 | LABORATORY, IMAGING AND DIAGNOSTIC CENTER, CONVENIENT CARE, WOMEN'S HEALTH | |
| 3 - BEAVER - HERITAGE VALLEY DIAGNOSTIC CENT | |||||
| 5000 INDUSTRIAL BOULEVARD | ALIQUIPPA | PA | 15001 | DIAGNOSTIC CENTER, LABORATORY | |
| 4 - BEAVER - WOMEN'S HEALTH CENTER | |||||
| 200 PLEASANT DRIVE | ALIQUIPPA | PA | 15001 | IMAGING AND DIAGNOSTIC SERVICES, LABORATORY, WOMEN'S HEALTH | |
| 5 - BEAVER - FAMILY PRACTICE CENTER | |||||
| 1125 7TH AVENUE | BEAVER FALLS | PA | 15010 | RESIDENCY PROGRAM, LABORATORY | |
| 6 - BEAVER - HERITAGE VALLEY SIGNATURE REHAB | |||||
| 1030 BEANER HOLLOW ROAD | BEAVER | PA | 15009 | REHABILITATION SERVICES | |
| 7 - BEAVER - SIGNATURE REHAB - HOPEWELL | |||||
| 3000 INDUSTRIAL BLVD | ALIQUIPPA | PA | 15001 | REHABILITATION SERVICES | |
| 8 - BEAVER - HERITAGE VALLEY BADEN - LAB | |||||
| 220 OHIO RIVER BLVD | BADEN | PA | 15005 | LABORATORY SERVICES AND IMAGING SERVICES | |
| 9 - SEWICKLEY - HERITAGE VALLEY HEALTH CENTE | |||||
| 935 THORN RUN ROAD | MOON TWP | PA | 15108 | LABORATORY, DIAGNOSTIC AND IMAGING, AND REHAB | |
| 10 - HERITAGE VALLEY ROBINSON TOWNSHIP | |||||
| 2201 PARK MANOR BLVD | ROBINSON TWP | PA | 15205 | LABORATORY, DIAGNOSTIC AND IMAGING, CONVENIENT CARE | |
| 11 - SEWICKLEY- HERITAGE VALLEY REHABILITATIO | |||||
| 400 PENN LINCOLN DRIVE | IMPERIAL | PA | 15126 | REHABILITATION SERVICES, BEHAVIORAL HEALTH SERVICES | |
| 12 - SEWICKLEY - HERITAGE VALLEY HEALTH SYSTE | |||||
| 111 HAZEL LANE | SEWICKLEY | PA | 15143 | BEHAVIORAL HEALTH SERVICES | |
| 13 - HERITAGE VALLEY SURGERY CENTER | |||||
| 1600 CORAOPOLIS HEIGHTS ROAD SUITE | MOON TOWNSHIP | PA | 15108 | SURGERY CENTER, CANCER CENTER | A |
| 14 - HERITAGE VALLEY CHIPPEWA | |||||
| 2580 CONSTITUTION BLVD | CHIPPEWA | PA | 15010 | LABORATORY, DIAGNOSTIC AND IMAGING, REHAB,WOMEN'S HEALTH AND CONVENIENT CARE | |
| 15 - HERITAGE VALLEY EDGEWORTH | |||||
| 100 HAZEL LANE | SEWICKLEY | PA | 15108 | LABORATORY SERVICES, DIAGNOSTIC & IMAGING, REHAB, CONVENIENT CARE | |
| 16 - HERITAGE VALLEY LABORATORY DRAW SITE - H | |||||
| 2032 BRODHEAD ROAD | ALIQUIPPA | PA | 15001 | LABORATORY SERVICES | |
| 17 - HERITAGE VALLEY LEETSDALE | |||||
| 12 QUAKER VILLAGE SHOPPING CENTER | LEETSDALE | PA | 15056 | HEART & VASCULAR | |
| 18 - HERITAGE VALLEY LABORATORY DRAW SITE - S | |||||
| 605 SHARON ROAD | BEAVER | PA | 15009 | HEART & VASCULAR, LABORATORY SERVICES | |
| 19 - HERITAGE VALLEY CONVENIENT CARE | |||||
| 16280 DRESDEN AVENUE | EAST LIVERPOOL | OH | 43920 | CONVENIENT CARE | |
| 20 - HERITAGE VALLEY CONVENIENT CARE | |||||
| 3942 BRODHEAD ROAD | ALIQUIPPA | PA | 15001 | CONVENIENT CARE | |
| 21 - STAUNTON CLINIC BELLEVUE | |||||
| 612 LINCOLN AVE | BELLEVUE | PA | 15202 | BEHAVIORAL HEALTH SERVICES | |
| 22 - STAUNTON CLINIC WEXFORD | |||||
| 119 VIP DRIVE | WEXFORD | PA | 15090 | BEHAVIORAL HEALTH SERVICES | |
| 23 - HERITAGE VALLEY LAB- AMBRIDGE | |||||
| 1155 MERCHANT ST | AMBRIDGE | PA | 15003 | LABORATORY SERVICES | |
| 24 - HERITAGE VALLEY WEST ALLEGHENY | |||||
| 300 PENN LINCOLN DR | IMPERIAL | PA | 15126 | DIAGNOSTIC AND IMAGING, LABORATORY, CONVENIENT CARE | |
| 25 - HERITAGE VALLEY CONVENIENT CARE | |||||
| 1 PEARTREE WAY | BEAVER | PA | 15009 | CONVENIENT CARE | |
| 26 - EDGEWORTH SURGERY CENTER | |||||
| 301 OHIO RIVER BLVD | SEWICKLEY | PA | 15143 | SURGERY CENTER | |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | THE FOLLOWING EXPLANATIONS ARE RELEVANT TO BOTH HOSPITALS OF THE ORGANIZATION: HERITAGE VALLEY, BEAVER AND HERITAGE VALLEY, SEWICKLEY. THE ORGANIZATION PROVIDES CHARITY CARE TO QUALIFYING INDIVIDUALS AND FAMILIES BASED ON A SLIDING SCALE USING FEDERAL HEALTH & HUMAN SERVICES POVERTY GUIDELINES. ACCOUNTING FOR FAMILY SIZE AT 300% OF THE POVERTY LEVEL FOR FREE CARE, A 75% DISCOUNT FOR FAMILIES AT 350%, A 50% DISCOUNT FOR FAMILIES AT 400% AND A 25% DISCOUNT FOR FAMILIES AT 450%. |
| PART I, LINE 7: | THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED WAS BASED ON THE ORGANIZATION'S COST ACCOUNTING SYSTEM. |
| PART I, LINE 7G: | SUBSIDIZED HEALTH SERVICES INCLUDE BEHAVIORAL HEALTH, FAMILY PRACTICE CLINIC AND RETAIL MEDICINE SERVICES IN THE COMMUNITIES WE SERVE TO MEET THE INSTITUTE FOR HEALTHCARE IMPROVEMENT'S TRIPLE AIM GOAL OF PATIENT ACCESS, LOWER COST AND POPULATION HEALTH MANAGEMENT, SUPPORTED BY SEVERAL PROVISIONS IN THE AFFORDABLE CARE ACT. |
| PART I, LN 7 COL(F): | DIFFERENCES BETWEEN AMOUNTS REIMBURSED AND NORMAL BILLING RATES ARE CHARGED TO PROVISIONS FOR CONTRACTUAL ALLOWANCES AS A REDUCTION TO NET PATIENT SERVICE REVENUE. ACCOUNTS RECEIVABLE ARE FURTHER REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE ORGANIZATION ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF PATIENT SERVICE REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF PATIENT SERVICE REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE ORGANZATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXIST FOR PART OF THE BILL, THE ORGANIZATION RECORDS A PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES OR THE DISCOUNTED RATES ACCORDING TO THE ORGANIZATION'S CHARITY CARE POLICY AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. HERITAGE VALLEY IS IN FULL COMPLIANCE WITH THE 501(R) REGULATIONS. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | COMMUNITY HEALTH EDUCATION & OUTREACH MATERNAL & CHILD HEALTH STAFF AT HERITAGE VALLEY, SEWICKLEY-CONDUCTED OVER 69 SESSIONS OF DIFFERENT PRENATAL EDUCATION TOPICS, INCLUDING CLASSES FOR NEW DADS AND GRANDPARENTS. GAVE HOSPITAL TOURS TO SIBLINGS. ALSO PROVIDED SUPPORT GROUPS FOR PREGNANCY LOSS AND NEW MOTHERS. MATERNAL CHILD HEALTH STAFF AT HERITAGE VALLEY, BEAVER-CONDUCTED 6 SESSIONS OF PRENATAL EDUCATION TOPICS. STAFF OF THE COMMUNITY HEALTH SERVICES DEPARTMENT PARTICIPATED IN 89 HEALTH EVENTS THAT INCLUDES FREE SCREENINGS, HEALTH EDUCATION TABLES AND PRESENTATIONS TO THE GENERAL COMMUNITY. THESE FREE SCREENINGS ARE USED TO INFLUENCE INDIVIDUALS TO TAKE A GREATER ROLE IN THEIR HEALTH. THERE WERE 4 DIABETES SUPPORT GROUPS HELD THROUGHOUT THE YEAR. CAR SEATS ARE RENTED AT DISCOUNTED RATES TO PARENTS IN NEED FOR SAFE TRANSPORT OF NEWBORNS. FAMILY MEDICINE RESIDENTS PROVIDED FREE SPORTS/SCHOOL PHYSICALS, AND PROVIDE HEALTH EDUCATIONAL TALKS ON SMOKING CESSATION AND SEX EDUCATION. *THE HOSPITAL DIVISION LABORATORY PROVIDED 322 LEGAL ALCOHOL TEST FOR AREA POLICE DEPARTMENTS AT A TESTING COST OF $3,059. THE LABORATORY ALSO WORKED WITH HIGH SCHOOL STUDENTS ON SCIENCE FAIR PROJECTS AND COMMUNITY HEALTH FAIRS. *WOMEN'S HEALTH CENTER STAFF PERFORMED APPROXIMATELY 177 HEEL SCREENINGS AT 7 COMMUNITY EVENTS FOR PATIENTS AND VISITORS AT THE WOMEN'S HEALTH CENTER. MANAGEMENT AND STAFF FROM SEVERAL DEPARTMENTS PARTICIPATED IN LOCAL SCHOOL CAREER DAYS. *COMMUNITY GROUPS USE THE CONFERENCE CENTER/EDUCATION CENTER AT THE HOSPITALS FOR MEETINGS; THE PRO-RATED FACILITY COST OF THESE MEETINGS WAS $3,544. COMMUNITY-BASED CLINICAL SERVICES *THE FAMILY MEDICINE CLINIC (BEAVER FALLS) CONDUCTS FREE PHYSICALS FOR THE FOSTER GRANDPARENT PROGRAM. DONATIONS TO NOT-FOR-PROFIT ORGANIZATIONS *PAYMENTS TO LOCAL MUNICIPALITIES (IN LIEU OF TAXES ) - $140,855. *DONATION OF A PARCEL OF LAND ON THE BEAVER CAMPUS FOR THE BRIGHTON TOWNSHIP VOLUNTEER FIRE DEPARTMENT AT A COST OF $5,802. *THE ORGANIZATION SPONSORED EVENTS HELD BY THE COMMUNITY NOT-FOR-PROFIT ORGANIZATIONS AND DONATED $187,859 TO THESE ORGANIZATIONS (NET OF VALUE RECEIVED). *DONATION TO CAMEOS OF CARING - $8,000 SUBSIDIZED HEALTH SERVICES *FAMILY MEDICINE CLINIC * FAMILY PLANNING CLINIC (BEAVER FALLS) - $125,432 LOSS. (EXCLUDING ESTIMATED MEDICAID & MEDICARE UNDERPAYMENTS SEPARATELY REPORTED). INPATIENT & OUTPATIENT MENTAL HEALTH PROGRAM - $275,000, RETAIL MEDICINE CONVENIENT CARE CLINICS - $1,044,677. THE ORGANIZATION IS COMMITTED TO OFFERING A ROBUST RANGE OF SERVICES TO MEET COMMUNITY NEEDS; THEREFORE SOME SERVICES SUCH AS EMERGENCY DEPARTMENT SERVICES & MATERNAL/CHILD HEALTH SERVICES ARE OPERATED WITH SIGNIFICANT SUBSIDIES. MEDICAL STAFF PRIVILEGES *IN GENERAL, BOTH THE BEAVER AND SEWICKLEY CAMPUSES HAVE AN OPEN MEDICAL STAFF AND PRIVILEGES ARE GRANTED TO QUALIFIED PHYSICIANS WHO MEET ESTABLISHED CRITERIA. THERE ARE, HOWEVER, CERTAIN DEPARTMENTS AND/OR SERVICES THAT ARE CLOSED DUE TO CONTRACTUAL ARRANGEMENTS WITH THIRD PARTY PROVIDERS. FIVE DEPARTMENTS ARE CLOSED. THE EMERGENCY ROOM DEPARTMENT AND HOSPITALIST DEPARTMENT ARE CLOSED TO PHYSICIANS WHO ARE EMPLOYED BY THE ORGANIZATION, AND TO PHYSICIANS OTHERWISE CONTRACTED BY THE ORGANIZATION. FOR THE DEPARTMENTS OF RADIOLOGY, PATHOLOGY AND ANESTHESIOLOGY, THE ORGANIZATION HAS EXCLUSIVE CONTRACTS WITH THE CONTRACTING PHYSICIAN GROUPS, AND THUS PRIVILEGES IN THESE DEPARTMENTS ARE LIMITED TO THOSE PHYSICIANS WHO HAVE A CONTRACTUAL RELATIONSHIP WITH THE GROUP. IN ADDITION, THE ORGANIZATION HAS EXCLUSIVE CONTRACTS WITH THIRD PARTY PROVIDERS FOR THE PROVISION OF TELEMEDICINE STROKE SERVICES AT EACH OF THE CAMPUSES. QUALITY IMPROVEMENTS IN PATIENT CARE: HERITAGE VALLEY IS A JOINT COMMISSION ACCREDITED HOSPITAL COMPLIANT WITH THE NATIONAL PATIENT SAFETY GOALS AND CMS'S INPATIENT QUALITY REPORTING PROGRAM. THE SYSTEM HAS RECEIVED PRIMARY STROKE CERTIFICATION WHICH RECOGNIZES COMPLIANCE TO THE AMERICAN HEART ASSOCIATION'S STROKE STANDARDS. PERFORMANCE IMPROVEMENT INITIATIVES ARE ONGOING IN THE AREAS OF INFECTION CONTROL, PATIENT SAFETY AND THE CUSTOMER EXPERIENCE. ADDITIONALLY, HERITAGE VALLEY HAS DEVELOPED A ROBUST POPULATION HEALTH STRATEGY THAT INCLUDES A TEAM OF REGISTERED NURSES THAT ACT AS PRACTICE-BASED CARE MANAGERS WORKING TO CLOSE GAPS IN PATIENT CARE OUTSIDE THE HOSPITAL. THE POPULATION HEALTH TEAM HAS REALIZED YEAR-OVER-YEAR IMPROVEMENT IN CMS'S STAR RATINGS AND HEDIS SCORES. THE POPULATION HEALTH TEAM FOCUSES ON ENSURING PATIENTS ARE SEEING THEIR PHYSICIAN AND GETTING THE APPROPRIATE ANNUAL SCREENINGS IN AN EFFORT TO AVOID THE NEED FOR ACUTE HEALTH CARE SERVICES. THE PERFORMANCE IMPROVEMENT INITIATIVE EMPLOYED BY THE HOSPITAL ENSURES QUALITY HEALTH CARE WHEN THE PATIENT NEEDS INPATIENT CARE. THE COMBINATION OF HOSPITAL AND POPULATION HEALTH QUALITY PROMOTE HEALTH IN THE COMMUNITIES WE SERVE. |
| PART III, LINE 2: | BAD DEBT EXPENSE AT COST WAS DETERMINED BASED ON THE COST TO CHARGE RATIO UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES APPLIED TO THE BAD DEBT EXPENSE FOR THE FISCAL YEAR. |
| PART III, LINE 8: | THE ORGANIZATION BELIEVES THE ENTIRE SHORTFALL OF REIMBURSEMENT VERSUS COST ($8,436,933) SHOULD BE CONSIDERED COMMUNITY BENEFIT SINCE IT RESULTS IN A LOSS THEREFORE LESSENING GOVERNMENT BURDEN. COSTS ASSOCIATED WITH THE SHORTFALL WERE DETERMINED FROM THE ORGANIZATION'S COST ACCOUNTING SYSTEM. |
| PART III, LINE 9B: | WITHIN THE ORGANIZATION'S BAD DEBT/COLLECTION POLICY, THERE IS REFERENCE TO THE FACT THAT PATIENTS ARE PROVIDED SEVERAL OPTIONS, ONE OF WHICH BEING THE APPLICATION FOR CHARITY CARE IN SATISFYING THE OUTSTANDING BALANCE OF THEIR ACCOUNT. IF THE PATIENT PURSUES CHARITY CARE, THERE IS A SEPARATE POLICY DETAILING THE STEPS REQUIRED TO QUALIFY FOR CHARITY CARE. |
| PART VI, LINE 2: | THE ORGANIZATION IS COMMITTED TO THE PEOPLE IT SERVES AND THE COMMUNITIES THEY LIVE IN. HEALTHY COMMUNITIES LEAD TO LOWER HEALTH CARE COSTS, ROBUST COMMUNITY PARTNERSHIPS, AND AN OVERALL ENHANCED QUALITY OF LIFE. THE CHNA FINAL SUMMARY REPORT SERVES AS A COMPILATION OF THE OVERALL FINDINGS OF EACH RESEARCH COMPONENT. RESEARCH COMPONENTS-- *SECONDARY STATISTICAL DATA PROFILE OF BEAVER COUNTY AND THE SELECTED MUNICIPALITIES LOCATED WITHIN ALLEGHENY COUNTY. -ONLINE SURVEY WITH 2,907 ADULTS ABOUT HEALTH ISSUES AND CONCERNS -FOCUS GROUPS WITH 28 CONSUMERS (2 SESSIONS) REGARDING PRIMARY CARE ACCESS AND PERSONAL RESPONSIBILITY FOR HEALTH. -A FACILITATED DISCUSSION WITH SEVENTEEN AREA HEALTH AND HUMAN SERVICE PROVIDER ORGANIZATIONS TO REVIEW THE RESEARCH FINDINGS AND DISCUSS IMPLEMENTATION PRIORITIES AND PLANS. |
| PART VI, LINE 3: | THE ORGANIZATION IS COMMITTED TO ASSISTING ALL SELF PAY PATIENTS IN APPLYING FOR STATE MEDICAID. CURRENTLY THE ORGANIZATION ENGAGES A THIRD PARTY SERVICE TO INTERVIEW AND COMPLETE THE MEDICAID APPLICATION ON ALL PATIENTS ADMITTED WITH NO HEALTH INSURANCE. DURING THE APPLICATION PROCESS, PATIENTS ARE MADE AWARE OF THE CHARITY CARE PROGRAM IN THE EVENT THEY ARE DENIED STATE MEDICAID. THE FINANCIAL INFORMATION OBTAINED DURING THIS PROCESS IS USED IN DETERMINING IF THE PATIENTS QUALIFY FOR THE CHARITY CARE PROGRAM. IF THE PATIENT IS DENIED FOR MEDICAID, THEY RECEIVE MONTHLY STATEMENTS REFLECTING THE OUTSTANDING BALANCE OWED. THE ORGANIZATION MAKES THE PATIENTS AWARE OF THE CHARITY CARE PROGRAM ON THE BACK SIDE OF ALL SELF PAY PATIENTS STATEMENTS. THE STATEMENT DIRECTS ALL INQUIRIES REGARDING CHARITY CARE TO THE PATIENT ACCOUNTING DEPARTMENT. THE PATIENTS ARE PROVIDED WITH THE GUIDELINES OF THE PROGRAM AT THE POINT THEY CONTACT PATIENT ACCOUNTING. THE PHONE CALL USUALLY RESULTS IN THE APPLICATION ALONG WITH THE CURRENT GUIDELINES BEING MAILED TO THE PATIENT FOR COMPLETION. IN ADDITION, TO THE SELF PAY STATEMENTS NOTIFYING PATIENTS OF THE CHARITY CARE PROGRAM, THE PROGRAM IS ALSO INCLUDED ON THE ORGANIZATION WEBSITE AND GIVES THE PATIENT THE OPTION OF PRINTING THE CHARITY CARE APPLICATION DIRECTLY FROM THE WEBSITE. ALSO, REFERENCE TO THE CHARITY CARE PROGRAM IS INCLUDED IN THE "PATIENT GUIDE" WHICH IS PROVIDED TO ALL PATIENTS ADMITTED. |
| PART VI, LINE 4: | THE ORGANIZATION DEFINED THEIR CURRENT SERVICE AREA BASED ON AN ANALYSIS OF THE GEOGRAPHIC AREA WHERE INDIVIDUALS UTILIZING THE ORGANIZATION HEALTH SERVICES RESIDE. THE ORGANIZATION'S PRIMARY SERVICE AREA IS CONSIDERED TO BE THE BEAVER COUNTY AND THE FOLLOWING MUNICIPALITIES LOCATED WITHIN ALLEGHENY COUNTY: *ALEPPO TOWNSHIP, *BELL ACRES BOROUGH, *CORAOPOLIS BOROUGH, *CRESCENT TOWNSHIP, *EDGEWORTH BOROUGH, *FINDLAY TOWNSHIP, *GLEN OSBORNE BOROUGH, *GLENFIELD BOROUGH, *HAYSVILLE BOROUGH, *LEET TOWNSHIP, *LEETSDALE BOROUGH, *MOON TOWNSHIP, *NEVILLE TOWNSHIP, *NORTH FAYETTE TOWNSHIP, *OAKDALE BOROUGH, *SEWICKLEY BOROUGH, *SEWICKLEY HEIGHTS BOROUGH, *SEWICKLEY HILLS BOROUGH SELECTED DEMOGRAPHIC & BEHAVIORAL RISK FACTOR FINDINGS. THE PRIMARY SERVICE AREA (BEAVER COUNTY AND ABOVE LISTED AREAS IN ALLEGHENY COUNTY) INCREASED IN POPULATION BY APPROXIMATELY 1% BETWEEN 2010 AND 2018. IN 2018 BEAVER COUNTY'S MEDIAN AGE WAS 45 AND THE PERCENTAGE OF THOSE IN THE COUNTY 65 AND OLDER WAS 20.7%, BOTH HIGHER THAN THE STATE AND THE NATION. ALSO COMPARED TO THE STATE AND THE NATION, THE PRIMARY SERVICE AREA WAS LESS LIKELY TO LIVE IN POVERTY, HAD A LOWER UNEMPLOYMENT RATE, AND MORE LIKELY TO HAVE ATTAINED HIGHER EDUCATION. THE RATE OF MOTHERS WHO SMOKED DURING PREGNANCY HAS DECLINED IN RECENT YEARS FOR BEAVER COUNTY BUT IT IS STILL HIGHER THAN THE STATE OR THE NATION. THE LEADING CAUSES OF DEATH IN BOTH BEAVER AND ALLEGHENY COUNTIES IN 2012 THROUGH 2016 WERE HEART DISEASE AND CANCER. IN 2014 THROUGH 2016, BEAVER AND BUTLER COUNTIES HAD AN ADULT OBESITY RATE OF 29%. IN 2014 BEAVER COUNTY HAD A RATE OF 26.4% OF ADULTS WHO WERE PHYSICALLY INACTIVE. IN 2014 THROUGH 2016 BEAVER AND BUTLER COUNTIES HAD A RATE OF ADULTS DIAGNOSED WITH DIABETES OF 12.0%, WHICH WAS HIGHER THAN THE STATE AND THE NATION. MEDICALLY UNDERSERVED AREAS IN THE ORGANIZATION'S PRIMARY SERVICE AREA INCLUDE: BEAVER FALLS (PART), BRIDGEWATER, ALIQUIPPA (PART), AND CORAOPOLIS (PART).HERITAGE VALLEY BEAVER AND HERITAGE VALLEY SEWICKLEY CONDUCTED THE NEEDS ASSESSMENT JOINTLY. WHERE POSSIBLE, INFORMATION ABOUT EACH HOSPITAL'S SERVICE AREA WAS DESCRIBED SEPARATELY. THE IMPLEMENTATION PLANS FOR EACH HOSPITAL WERE SEPARATE, BUT COORDINATED. |
| PART VI, LINE 5: | INVESTMENT IN FACILITIES AND EQUIPMENT *THE ORGANIZATION HAS A SIGNIFICANT CAPITAL BUDGET OF APPROXIMATELY $37 MILLION ANNUALLY, PRIMARILY FUNDED BY OPERATING MARGINS. BOTH FOUNDATIONS SUPPORT FACILITY ENHANCEMENTS AND EQUIPMENT PURCHASES. THE HERITAGE VALLEY SEWICKLEY FOUNDATION SUPPORTS INITIATIVES SUCH AS THE PURCHASE OF NEUROLOGY, CARDIOLOGY AND EMERGENCY DEPARTMENT EQUIPMENT. THE HERITAGE VALLEY BEAVER FOUNDATION SUPPORTS INITIATIVES SUCH AS THE FAMILY WAITING ROOM AND MATERNITY WAITING ROOM RENOVATION PROJECTS, AND THE PURCHASE OF CARDIOLOGY AND SURGERY EQUIPMENT. MEDICAL EDUCATION *THE ORGANIZATION SERVES AS A SITE FOR NUMEROUS HEALTH AND ADMINISTRATIVE/PROFESSIONAL INTERNSHIPS AND ADMINISTRATING NURSING STUDENTS FROM CERTAIN TECHNICAL AND COMMUNITY COLLEGES & UNIVERSITIES, WHO USE THE ORGANIZATION AS A SITE FOR CLINICAL TRAINING WITH NO TUITION OR MONETARY REIMBURSEMENT. COORDINATION OF THESE UNPAID INTERNSHIPS REQUIRES MULTIPLE HOURS OF STAFF TIME, VALUED AT $54,392. THE ORGANIZATION HAS A FAMILY PRACTICE RESIDENCY PROGRAM IN BEAVER FALLS, WITH AN ASSOCIATED CLINIC. BOTH AFFILIATED FOUNDATIONS OFFER NURSING SCHOOL SCHOLARSHIPS AND MEDICAL STUDENT SCHOLARSHIPS. COMMUNITY HEALTH SERVICES *COMMUNITY HEALTH SERVICES IS A ROBUST SET OF PROGRAMS AND SERVICES THAT FOCUS ON FAMILIES AND INDIVIDUALS SUFFERING FROM CHRONIC ILLNESSES. THE BENEFITS OF THESE PROGRAM ARE DEMONSTRATED THROUGH CLINICAL OUTCOMES THAT RELATE TO HEALTHY LIVING AND IMPROVED FUNCTIONING. *PEDIATRIC ASTHMA, *DIABETES, *PREGNANCY HEALTH SERVICES (DESIGNED FOR HIGH-RISK PREGNANCIES), *COMMUNITY ADVANCED ILLNESS (PALLIATIVE CARE FOR THE END OF LIFE SERVICES), *CHILDHOOD OBESITY, *LIFESMART (PRE-DIABETES/OBESITY), *SMOKING CESSATION, *COMMUNITY OUTREACH SERVICES, *NUTRITIONAL COUNSELING. THESE SERVICES ARE SUPPORTED THROUGH GRANTS FROM THE FOUNDATIONS.THE FOUNDATION ALSO SUPPORTS THE BEAVER CAMPUS BY REIMBURSING HERITAGE VALLEY BEAVER FOR BUILDING SYSTEMS AND CAPITAL PROJECTS FROM THE FORMER BEAVER FOUNDATION UNRESTRICTED FUNDS, TO ADDRESS THE AGING INFRASTRUCTURE OF THE BEAVER CAMPUS. |
| PART VI, LINE 6: | THE ORGANIZATION IS A WHOLLY OWNED SUBSIDIARY OF HERITAGE VALLEY HEALTH SYSTEM, INC. AND PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE AND RELATED SERVICES TO THE RESIDENTS OF BEAVER COUNTY, PA, AND NORTHWESTERN ALLEGHENY COUNTY, PA, AND THE SURROUNDING AREAS THROUGH ITS TWO ACUTE CARE HOSPITALS: HERITAGE VALLEY, BEAVER AND HERITAGE VALLEY, SEWICKLEY. THE ORGANIZATION IS PART OF AN INDEPENDENT, COMMUNITY-BASED HEALTH SYSTEM, UNAFFILIATED WITH ANY OTHER HEALTH CARE SYSTEM. THE ROLES OF THE ORGANIZATION AND ITS AFFILIATED FOUNDATIONS ARE DOCUMENTED ELSEWHERE IN THIS FORM. EMPLOYEES OF THE HEALTH SYSTEM'S PHYSICIAN CORPORATIONS ALSO WORK HARD TO PROMOTE THE HEALTH OF THE PATIENTS IN OUR COMMUNITIES. WE OFFER WALK-IN CARE 7 DAYS A WEEK AT OUR CONVENIENTCARE CLINICS ALLOWING PATIENTS TO SEEK CARE WHEN AND WHERE IT IS CONVENIENT FOR THEM. THESE SAME CLINICS OFFER DISCOUNTED SERVICES SUCH AS FLU CLINIC FRIDAYS DURING THE SEASON WHERE IT'S MOST CRITICAL FOR PATIENTS TO RECEIVE THESE VACCINES. OUR PRIMARY CARE OFFICES NOW HAVE INTEGRATED PATIENT DASHBOARDS THAT DISPLAY THE PREVENTIVE AND RECOMMENDED WELL SERVICES THAT PATIENTS ARE ENCOURAGED TO RECEIVE. WHETHER SCHEDULING FREE ANNUAL WELLNESS EXAMS OR RECOMMENDING PREVENTIVE SCREENINGS (IE. MAMMOGRAMS, COLORECTAL SCREENINGS, ETC.) AND IMMUNIZATIONS, OUR PHYSICIANS AND PHYSICIAN PRACTICE STAFF WORK WITH THE PATIENTS TO CLOSE THESE "GAPS" IN CARE AND IMPROVE THE PATIENT'S CHANCE OF STAYING WELL. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| EDUCATIONAL ASSISTANCE (BSN) | 21 | $44,530 | FMV | N/A |
| EDUCATIONAL ASSISTANCE | 74 | $210,978 | FMV | N/A |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III LINE 1 | HERITAGE VALLEY OFFERS SUPPLEMENTAL FINANCIAL ASSISTANCE FOR FULL-TIME AND PART-TIME 1 REGISTERED NURSES TO OBTAIN THEIR BSN. REGISTERED NURSE CANDIDATES CAN RECEIVE UP TO A MAXIMUM OF $10,000 TO OBTAIN THEIR BSN. THE RECIPIENT MUST BE IN GOOD EMPLOYMENT STANDING, REGISTERED NURSES WHO HAVE BEEN ACCEPTED INTO AN ACCREDITED EDUCATIONAL INSTITUTION OFFERING AN RN TO BSN PROGRAM, AND EMPLOYED BY HERITAGE VALLEY FOR AT LEAST ONE (1) YEAR. HERITAGE VALLEY HEALTH SYSTEM ENCOURAGES NURSES TO ACHIEVE CERTIFICATION IN THEIR SPECIALTY. FOR ANY REGISTERED NURSE WHO WISHES TO VOLUNTARILY OBTAIN AND/OR MAINTAIN A CERTIFICATION, THE HOSPITAL SHALL REIMBURSE ACTIVE FULL TIME AND PART TIME 1 EMPLOYEES MEETING THE FOLLOWING CRITERIA: THE SPECIALTY CERTIFICATION OF INTEREST IS DIRECTLY APPLICABLE TO THE NURSE'S CURRENT POSITION, APPROVAL IS OBTAINED AT LEAST 30 DAYS IN ADVANCE, AND THE EMPLOYEE MUST HAVE WORKED IN THE UNIT FOR AT LEAST (1) YEAR. |
| PART III LINE 2 | EDUCATIONAL ASSISTANCE IS GRANTED TO ACTIVE, ELIGIBLE FULL-TIME AND PART-TIME EMPLOYEES. CURRENT AND FUTURE EDUCATIONAL, TRAINING AND STAFFING NEEDS OF THE ORGANIZATION ARE TAKEN INTO CONSIDERATION WHEN GRANTING EDUCATIONAL ASSISTANCE. THE GRADE REPORT FOR EMPLOYEES RECEIVING EDUCATIONAL ASSISTANCE MUST SHOW A GRADE OF "C OR BETTER FOR UNDERGRADUATE AND A "B OR BETTER FOR GRADUATE LEVEL COURSES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (13 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 | $650,000 | $0 | $132,980 | $0 | $90,277 | $0 | $44,028 | $0 | $34,100 | $0 | $951,385 | $0 | $59,767 | $0 |
| MICHAEL MALKOWSKI MD | ||||||||||||||
| DIRECTOR | $0 | $469,615 | $0 | $0 | $0 | $30,150 | $0 | $10,800 | $0 | $31,652 | $0 | $542,217 | $0 | $0 |
| JEFFREY HEIN MD | ||||||||||||||
| DIRECTOR | $0 | $200,000 | $0 | $292,662 | $0 | $600 | $0 | $10,800 | $0 | $31,306 | $0 | $535,368 | $0 | $0 |
| BRYAN J RANDALL | ||||||||||||||
| VICE-PRESIDENT, FINANCE & | $360,000 | $0 | $58,920 | $0 | $24,933 | $0 | $21,228 | $0 | $29,679 | $0 | $494,760 | $0 | $0 | $0 |
| SHARON LOFTUS ESQ | ||||||||||||||
| ASST. SECRETARY | $275,001 | $0 | $33,756 | $0 | $16,510 | $0 | $14,928 | $0 | $18,955 | $0 | $359,150 | $0 | $0 | $0 |
| JOHN LUELLEN MD | ||||||||||||||
| CHIEF OPERATING OFFICER | $362,898 | $0 | $42,779 | $0 | $24,712 | $0 | $20,538 | $0 | $29,427 | $0 | $480,354 | $0 | $0 | $0 |
| DAVID W CARLETON | ||||||||||||||
| CHIEF INFORMATION OFFICER | $275,001 | $0 | $58,756 | $0 | $16,510 | $0 | $25,728 | $0 | $28,252 | $0 | $404,247 | $0 | $0 | $0 |
| BRUCE E EDWARDS | ||||||||||||||
| VP HUMAN RESOURCES | $265,001 | $0 | $43,372 | $0 | $20,996 | $0 | $17,628 | $0 | $25,905 | $0 | $372,902 | $0 | $0 | $0 |
| RONALD LECKEY MD | ||||||||||||||
| MED. DIR. E.R. | $389,051 | $0 | $0 | $0 | $21,596 | $0 | $17,628 | $0 | $29,148 | $0 | $457,423 | $0 | $0 | $0 |
| SHAYLA CAMMARATA MD | ||||||||||||||
| PHYSICIAN | $307,355 | $0 | $0 | $0 | $28,717 | $0 | $14,928 | $0 | $28,044 | $0 | $379,044 | $0 | $0 | $0 |
| MATTHEW WHEELER MD | ||||||||||||||
| ASST. MED. DIR. | $354,228 | $0 | $0 | $0 | $36,362 | $0 | $14,928 | $0 | $28,862 | $0 | $434,380 | $0 | $0 | $0 |
| LISA FORBECK MD | ||||||||||||||
| PHYSICIAN | $317,790 | $0 | $0 | $0 | $38,503 | $0 | $14,928 | $0 | $28,263 | $0 | $399,484 | $0 | $0 | $0 |
| RAMZI SIDANI MD | ||||||||||||||
| PHYSICIAN | $292,600 | $0 | $0 | $0 | $44,080 | $0 | $14,928 | $0 | $27,980 | $0 | $379,588 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | CEO SOCIAL MEMBERSHIP DUES AT CLUB ARE PAID BY THE ORGANIZATION. |
| 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. WHILE THERE WERE NO ADJUSTMENTS TO THE BASE SALARIES OF THE SENIOR MANAGEMENT TEAM FOR THIS REVIEW PERIOD, BONUSES WERE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN THAT WAS DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS SEVERAL YEARS AGO. |
| PART I, LINE 4B | THERE WERE 3 PARTICIPANTS IN A 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLAN. NORMAN F. MITRY $21,000, DR. JOHN LUELLEN $2,910, AND BRYAN J. RANDALL $3,600. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPITAL AUTHORITY OF THE COUNTY OF BEAVER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 251247712 | BondIssuerEIN |
| CUSIP | 074863FX4 | CUSIPNum |
| Bond Issued | 2012-01-19 | BondIssuedDt |
| Issue Price | $72,496,375 | IssuePriceAmt |
| Purpose | REFUND ISSUE DATED 08/4/1998 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $17,815,000 | RetiredAmt |
| Total Proceeds | $72,496,375 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $840,042 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $71,656,333 | OtherSpentProceedsAmt |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II , COLUMN A, LINE 11 | FormAndLineReferenceDesc |
| Explanation | THE OTHER SPENT PROCEEDS RELATE TO THE REFUNDING PROCEEDS OF THE ISSUE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MARSHALLRN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SISTER IN LAW OF BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $74,405 | TransactionAmt |
| Transaction | REGISTERED NURSE FOR HOSPITAL | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: 1. ELECT ALL MEMBERS TO THE CORPORATION'S BOARD OF DIRECTORS, WITH RIGHT TO REVOKE THE ELECTED DIRECTORS, WITH OR WITHOUT CAUSE; 2. AMEND OR APPROVE AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS: 3. APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE CORPORATION; AND 4. APPROVE THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER, HERITAGE VALLEY HEALTH SYSTEM, APPOINTS THE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: 1. ELECT ALL MEMBERS TO THE CORPORATION'S BOARD OF DIRECTORS, WITH RIGHT TO REVOKE THE ELECTED DIRECTORS, WITH OR WITHOUT CAUSE; 2. AMEND OR APPROVE AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS: 3. APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE CORPORATION; AND 4. APPROVE THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE. |
| 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 FOR 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 | ALL EMPLOYEES, INCLUDING MANAGEMENT ARE REQUIRED TO SIGN AN ACKNOWLEDGMENT AFTER REVIEWING OUR CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS DOCUMENTING AN UNDERSTANDING OF ITS CONTENTS. EMPLOYEES SIGN THIS STATEMENT DURING ANNUAL MANDATORY EDUCATION TRAINING. ANY POTENTIAL CONFLICTS ARE REFERRED TO THE APPROPRIATE VICE PRESIDENT AND HUMAN RESOURCES TO CONFIRM AND RESOLVE THE CONFLICT. OTHER POTENTIALLY INTERESTED PARTIES, SUCH AS BOARD MEMBERS, AND OFFICERS 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 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. WHILE THERE WERE NO ADJUSTMENTS TO THE BASE SALARIES OF THE SENIOR MANAGEMENT TEAM FOR THIS REVIEW PERIOD, BONUSES WERE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN THAT 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: | PENSION OBLIGATION 14,517,020. CONTRIBUTIONS TEMP REST 1,972. INVESTMENT INCOME TEMP REST 302,204. NET ASSETS RELEASED -5,000. SCHEDULE D PART XI -304,943. ROUNDING -1. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE VALLEY SEWICKLEY FOUNDATION | |||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251801533 | FUNDRAISING | PA | 501(C)3 | 11C | HERITAGE VALLEY HEALTH SYSTEM | 0 | |
| HERITAGE VALLEY BEAVER FOUNDATION | |||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251441516 | FUNDRAISING | PA | 501(C)3 | 11C | HERITAGE VALLEY HEALTH SYSTEM | 0 | |
| HERITAGE VALLEY HEALTH SYSTEM INC | |||||||||||
| 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | 251441518 | PARENT SUPPORTING ORG | PA | 501(C)3 | 11C | 0 | N/A | |
| HOSPITALITY SHOP OF SEWICKLEY VALLEY | |||||||||||
| 720 BLACKBURN ROAD | SEWICKLEY | PA | 15143 | 251012989 | FUNDRAISING | PA | 501(C)3 | 11C | HERITAGE VALLEY HEALTH SYSTEM | 0 | |
| THE MEDICAL CENTER AUXILIARY | |||||||||||
| 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | 251383145 | FUNDRAISING | PA | 501(C)3 | 11C | HERITAGE VALLEY HEALTH SYSTEM | 0 | |
| VALLEY HEALTH SYSTEM FOUNDATION | |||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIPP | PA | 15108 | 251801534 | FUNDRAISING | PA | 501(C)3 | 11C | HERITAGE VALLEY HEALTH SYSTEM | 0 | |
| VALLEY MEDICAL FACILITIES INC WORKERS COMPENSATION TRUST FUND | |||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251463381 | PROVIDE WORKER'S COMPENSATION BENEFITS | PA | 501(C)3 | 11C | VALLEY MEDICAL FACILITIES INC | Yes (1) | |
| HERITAGE VALLEY HEALTHCARE NETWORK LLC | |||||||||||
| 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | 814233618 | CLINICALLY INTEGRATED NETWORK | PA | 501(C)3 | 11C | HERITAGE VALLEY HEALTH SYSTEM | 0 | |
| HERITAGE VALLEY HEALTHCARE NETWORK ACO LLC | |||||||||||
| 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | 821646033 | CLINICALLY INTEGRATED NETWORK | PA | 501(C)3 | 11C | HERITAGE VALLEY HEALTH SYSTEM | 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 | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED SUPPLY CHAIN SERVICES | ||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 271055405 | GROUP PURCHASING | PA | HERITAGE VALLEY HEALTH SYSTEM | RELATED | 0 | 0 |
| EDGEWORTH COMMONS GROUP LLC | ||||||||||
| 725 CHERRINGTON PARKWAY SUITE 200 | MOON TOWNSHIP | PA | 15108 | 020713415 | SURGERY CENTER | PA | HERITAGE VALLEY HEALTH SYSTEM | RELATED | 0 | 0 |
| HEALTHSOUTH REHABILITATION HOSPITAL OF SEWICKLEYLLC | ||||||||||
| 9001 LIBERTY PARKWAY | BIRMINGHAM | AL | 35242 | 631227351 | REHABILITATIVE HEALTHCARE | AL | HERITAGE VALLEY HEALTH SYSTEM | RELATED | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRI-STATE OBSTETRICS & GYNECOLOGY | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251776052 | PHYSICIAN PRACTICE | PA | HERITAGE VALLEY HEALTH SYSTEM | C | 0 | ||||
| HERITAGE VALLEY PEDIATRICS INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251775950 | PHYSICIAN PRACTICE | PA | HERITAGE VALLEY HEALTH SYSTEM | C | 0 | ||||
| HERITAGE VALLEY MEDICAL GROUP INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251775949 | PHYSICIAN PRACTICE | PA | HERITAGE VALLEY HEALTH SYSTEM | C | 0 | ||||
| TRI-STATE GYNECOLOGY INC | |||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 841647473 | PHYSICIAN PRACTICE | PA | HERITAGE VALLEY HEALTH SYSTEM | C | 0 | ||||
| HERITAGE VALLEY INSURANCE COMPANY | |||||||||||||
| 251441518 | PROFESSIONAL LIABILITY CAPTIVE | HERITAGE VALLEY HEALTH SYSTEM | C | 0 | PO BOX 1051 | GRAND CAYMAN | CJ | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |