HERITAGE VALLEY HEALTH SYSTEM INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE VALLEY HEALTH SYSTEM INC (EIN 25-1801532)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201711329349304711
- Schema version
- 2015v3.0
- 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 | 2017-05-12T11:50:14-07:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 Dr Suite 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 | 2015-07-01 | 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 AND CFO | PersonTitleTxt |
| Phone | 4127416600 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY J PETRELL CPA | PreparerPersonNm |
| Phone | 4126356270 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| 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 | $451,850,493 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 3059 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $5,937,772 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$88,609 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,479,416 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,172,021 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $343,203,514 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $352,294,874 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,217,237 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,597,587 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,272,772 | PYOtherRevenueAmt |
| CY Other Revenue | $17,552,481 | CYOtherRevenueAmt |
| PY Total Revenue | $368,172,939 | PYTotalRevenueAmt |
| CY Total Revenue | $377,616,963 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $301,604 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $316,855 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $187,880,104 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $192,756,071 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,472,233 | PYOtherExpensesAmt |
| CY Other Expenses | $164,828,566 | CYOtherExpensesAmt |
| PY Total Expenses | $349,653,941 | PYTotalExpensesAmt |
| CY Total Expenses | $357,901,492 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,518,998 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,715,471 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $401,869,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,761,979 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $169,556,047 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $177,715,667 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $232,313,477 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $217,046,312 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To improve the health and | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $351,733,716 | ExpenseAmt |
| Revenue | $352,294,874 | RevenueAmt |
| Desc | THE HOSPITALS COMPRISING VALLEY MEDICAL FACILITIES PROVIDE ROUTINE AND AUXILLARY 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 21,416 INPATIENT ADMISSIONS, 1,886 NEWBORN ADMISSIONS, AND 90,831 INPATIENT DAYS. THE FACILITIES ALSO ENCOUNTERED 101,130 EMERGENCY ROOM VISITS, 16,015 OUTPATIENT SURGERIES, 209 OPEN HEART PROCEDURES, 2,718 CARDIAC CATHETERIZATIONS AND 318,125 DIAGNOSTIC IMAGING PROCEDURES. | Desc |
| Total Program Service Expenses | $351,733,716 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3059 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FINANCE DEPARTMENT CO VALLEY MEDICA | PersonNm |
| 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 (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| NORMAN F MITRY | |||||||
| President & CEO | 40.00 | Yes (X) | Yes (X) | $667,870 | $0 | $70,284 | |
| GR ORR III | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Kim MD | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SCIBILIA MD | |||||||
| Director | 2.00 | Yes (X) | $0 | $369,329 | $37,593 | ||
| LYNN GEORGE PHD | |||||||
| Vice-Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELISA DITOMMASO CPA | |||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| A GARY CHACE | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MALKOWSKI MD | |||||||
| Director | 2.00 | Yes (X) | $0 | $478,558 | $38,120 | ||
| KEVIN FLANNERY | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA POUNDS DDS | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MOTLEY | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER VASILAKIS MD | |||||||
| Director | 2.00 | Yes (X) | $0 | $650,254 | $44,151 | ||
| TOM LEYDIG | |||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS PEGDEN PHD | |||||||
| Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHANNAH M ROBB CPA | |||||||
| Director | 2 | Yes (X) | |||||
| SCOTT M ELSTE | |||||||
| Director | 2 | Yes (X) | |||||
| GARRY HOGAN | |||||||
| Director | 2 | Yes (X) | |||||
| MARY KIRSCH CPA | |||||||
| Director | 2 | Yes (X) | |||||
| THOMAS ARBOGAST ESQ | |||||||
| Director | 2 | Yes (X) | |||||
| JOAN MARSHALL ESQ | |||||||
| Secretary | 2 | Yes (X) | Yes (X) | ||||
| JEFFREY HEIN MD | |||||||
| Director | 2 | Yes (X) | $517,890 | $41,624 | |||
| DAVID RAFALKO MD | |||||||
| Director | 2 | Yes (X) | |||||
| BOB TERWILLIGER | |||||||
| Director | 2 | Yes (X) | |||||
| MAURICE PRENDERGAST MD | |||||||
| Director | 2 | Yes (X) | $355,754 | $35,240 | |||
| JOHN LUELLEN MD | |||||||
| Chief Operating Officer | 40 | $414,076 | $49,426 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,156,065 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,371,785 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $672,706 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 129 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLSCRIPTS | |||||
| 24630 NETWORK PLACE | CHICAGO | IL | 60673 | Computer Professional Services | $3,990,039 |
| NORTHSTAR ANESTHESIA ASSOCIATES | |||||
| 2000 E LAMAR BLVD SUITE 400 | ARLINGTON | TX | 76006 | Professional Services | $2,780,247 |
| QUESTEQ INC | |||||
| 410 Rouser Road | Coraopolis | PA | 15108 | Computer Professional Services | $1,173,419 |
| Esmark Center LLC | |||||
| 100 Hazel Lane Suite 300 | Hazel Lane Suite | PA | 15143 | Rent | $934,059 |
| OHIO VALLEY PERFUSION ASSOCIATES INC | |||||
| 628 SCOTT RIDGE RD | Sewickley | PA | 16037 | Professional Services | $667,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,937,333 | GovernmentGrantsAmt |
| All Other Contributions | $234,688 | AllOtherContributionsAmt |
| Total Contributions | $2,172,021 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| All other Patient Payments | 900099 | $146,302,296 | $241,152 |
| Medicare HMO Payments | 900099 | $113,417,585 | |
| Medicare/Medicaid payments | 900099 | $62,783,402 | |
| Medicaid HMO Payments | 900099 | $29,791,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $352,294,874 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,134,229 | TotalRevenueColumnAmt |
| Exclusion | $2,134,229 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,696,888 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,367,820 | SecuritiesAmt |
| Other | $865,710 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,329,068 | SecuritiesAmt |
| Other | -$865,710 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,463,358 | TotalRevenueColumnAmt |
| Exclusion | $3,463,358 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Pharmaceutical Revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,696,620 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,696,620 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,855,861 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,002,618 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $9,853,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,552,481 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,616,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $354,056,340 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,937,772 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,450,830 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,855 | TotalAmt |
| Program Services | $316,855 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,371,974 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,371,974 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,595,433 | TotalAmt |
| Program Services | $149,765,076 | ProgramServicesAmt |
| Management And General | $1,830,357 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,533,853 | TotalAmt |
| Program Services | $7,533,853 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,155,315 | TotalAmt |
| Program Services | $21,155,315 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,099,496 | TotalAmt |
| Program Services | $9,985,583 | ProgramServicesAmt |
| Management And General | $113,913 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,624 | TotalAmt |
| Program Services | $222,198 | ProgramServicesAmt |
| Management And General | $491,426 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,082 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $308,082 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,564 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $16,564 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,788 | TotalAmt |
| Program Services | $185,761 | ProgramServicesAmt |
| Management And General | $27 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952,326 | TotalAmt |
| Program Services | $952,326 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,390,069 | TotalAmt |
| Program Services | $4,390,069 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,769,019 | TotalAmt |
| Program Services | $4,681,663 | ProgramServicesAmt |
| Management And General | $87,356 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,235 | TotalAmt |
| Program Services | $460,968 | ProgramServicesAmt |
| Management And General | $18,267 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,874 | TotalAmt |
| Program Services | $131,874 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,226,310 | TotalAmt |
| Program Services | $3,226,310 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,409,109 | TotalAmt |
| Program Services | $29,003,762 | ProgramServicesAmt |
| Management And General | $405,347 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Medical and other Supplies | $51,770,638 | $51,729,281 | $41,357 | $0 |
| other outside services | $34,000,364 | $33,712,043 | $288,321 | $0 |
| drugs | $15,503,908 | $15,503,908 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,971,656 | TotalAmt |
| Program Services | $18,776,871 | ProgramServicesAmt |
| Management And General | $194,785 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,901,492 | TotalAmt |
| Program Services | $351,733,716 | ProgramServicesAmt |
| Management And General | $6,167,776 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,772,138 | BOYAmt |
| EOY | $11,776,710 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,011,715 | BOYAmt |
| EOY | $5,226,540 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,901 | BOYAmt |
| EOY | $276,399 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,165,481 | BOYAmt |
| EOY | $37,858,255 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,595,090 | BOYAmt |
| EOY | $6,873,671 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,669,912 | BOYAmt |
| EOY | $8,221,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $496,512,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $330,576,089 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,581,780 | BOYAmt |
| EOY | $165,936,172 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,641,492 | BOYAmt |
| EOY | $120,189,583 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,826,602 | BOYAmt |
| EOY | $38,192,752 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,413 | BOYAmt |
| EOY | $210,193 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,869,524 | BOYAmt |
| EOY | $394,761,979 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,423,149 | BOYAmt |
| EOY | $41,823,939 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,173,753 | BOYAmt |
| EOY | $53,057,979 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,567,884 | BOYAmt |
| EOY | $10,958,055 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,391,261 | BOYAmt |
| EOY | $71,875,694 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $169,556,047 | BOYAmt |
| EOY | $177,715,667 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,290,003 | BOYAmt |
| EOY | $201,591,314 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,435,850 | BOYAmt |
| EOY | $8,921,236 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,587,624 | BOYAmt |
| EOY | $6,533,762 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,313,477 | BOYAmt |
| EOY | $217,046,312 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,869,524 | BOYAmt |
| EOY | $394,761,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,715,471 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,912,373 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $627,046 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | $2,030 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$27,699,339 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $16,564 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $16,564 | TotalLobbyingExpendituresAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $252,962,000 | BeginningYearBalanceAmt |
| Contributions | $2,107,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,856,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $39,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,594,000 | OtherExpendituresAmt |
| Administrative Expenses | $1,875,000 | AdministrativeExpensesAmt |
| End Year Balance | $243,417,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $284,583,000 | BeginningYearBalanceAmt |
| Contributions | $4,416,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,958,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,087,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,712,000 | OtherExpendituresAmt |
| Administrative Expenses | $1,280,000 | AdministrativeExpensesAmt |
| End Year Balance | $252,962,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.93800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02600 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,285,806 | OtherCostOrOtherBasisAmt |
| Book Value | $2,285,806 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,410,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,496,071 | DepreciationAmt |
| Book Value | $71,914,160 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,461,107 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,650,419 | DepreciationAmt |
| Book Value | $1,810,688 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,045,281 | OtherCostOrOtherBasisAmt |
| Depreciation | $231,197,758 | DepreciationAmt |
| Book Value | $81,847,523 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,309,836 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,231,841 | DepreciationAmt |
| Book Value | $8,077,995 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $165,936,172 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Interest in Assets Held by Foundations | $10,030,242 | F |
| Other Investments | $210,421 | F |
| Common Trust | $9,132,635 | C |
| Alternative Investments | $18,819,454 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $38,192,752 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued pensions and other long term liabilities | $71,573,496 |
| Workers Comp Reserve Long Term | |
| Other | $302,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $71,875,694 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $377,300,355 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $377,300,355 | RevenueSubtotalAmt |
| Other Revenues Not Included | $316,608 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $316,608 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $377,616,963 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $357,901,483 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $357,901,483 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $9 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $357,901,492 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 4b | Other Adjustments- Restricted Fund Income |
| Pt 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, 2016 and 2015. |
| Pt XII, Line 4b | Rounding adjustment. |
| Pt 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. CHAPLAIN FUND - RESTRICTED TO USE FOR THE CHAPLAINCY PROGRAM BUT OTHERWISE UNRESTRICTED. CRITICAL CARE FUND - RESTRICTED TO CRITICAL CARE BUT OTHERWISE UNRESTRICTED. CAPITAL PROJECT FUND - TO BE USED TO FUND PURCHASES OF ITEMS DESIGNATED THROUGH APPROVED HERITAGE VALLEY SEWICKLEY CAPITAL BUDGET. MARGARET M. DICK SCHOLARSHIP FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED TO FUND FULL-TIME FIRST YEAR STUDENTS ENROLLED IN HERITAGE VALLEY SEWICKLEY (HVS) SCHOOL OF NURSING. 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 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. MACFARLANE SCHOLARSHIP FUND - RESTRICTED ENDOWMENT. ANNUAL INTEREST ONLY TO BE USED FOR $1,500 SCHOLARSHIPS FOR THE HVS SCHOOL OF NURSING STUDENTS WHO DEMONSTRATE FINANCIAL NEED AND SUPERIOR CLINICAL PERFORMANCE AS DETERMINED BY THE ADMINISTRATOR AND FACULTY OF THE SCHOOL. HITCHAK SCHOLARSHIP - ESTABLISHED WITH $11,000 GIFT FROM HITCHAK FAMILY MEMBERS TO ENDOW A SCHOLARSHIP FOR GRADUATE NURSING STUDIES. 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. RUST FOUNDATION BOOK LOAN - RESTRICTED FOR USE FOR LOW INTEREST LOANS FOR SCHOOL OF NURSING STUDENTS TO PROVIDE FINANCIAL ASSISTANCE FOR BOOKS. SCHOOL OF NURSING FUND - RESTRICTED TO USE FOR THE CAPITAL AND/OR OPERATING NEEDS FOR THE HERITAGE VALLEY SCHOOL OF NURSING AND FINANCIAL ASSISTANCE FOR ITS STUDENTS BUT OTHERWISE UNRESTRICTED. SCHOOL OF NURSING ALUMNI FUND - BALANCE OF $1,000 FOR 10 YEARS TO PROVIDE AN ANNUAL GRADUATION GIFT OF $100-$200, AS DETERMINED BY FACULTY OF SCHOOL. $500 TO BE SET ASIDE FOR 5 YEARS FOR THE RE-ESTABLISHMENT OF AN ACTIVE ALUMNAE ASSOCIATION. AFTER 2015, MONEY WILL THEN BE IN THE GENERAL FUND FOR SCHOOL OF NURSING. MONEY IS UTILIZED FOR SPEAKERS FOR STUDENTS AND GRADUATES, AS DETERMINED BY DIRECTOR OF SCHOOL OF NURSING AND ONE ALUMNA. 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 TO PROVIDE SCHOLARSHIP FOR NEEDY STUDENT OF HIGH SCHOLASTIC STANDING ENROLLED IN HVS'S SCHOOL OF NURSING AND ITS FACULTY. ( CURRENTLY PROVIDES $2,000 SCHOLARSHIP EACH YEAR). 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. 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 UNT |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $11,372,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $11,372,000 | SubtotalSpentAmt |
| Total Spent | $11,372,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I 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 (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300.00000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 450.00000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | Yes (true) | ExpensesExceedBudgetInd |
| Unable To Provide Care | false | UnableToProvideCareInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $6,067,265 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $6,067,265 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01700 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $43,321,923 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $33,101,868 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,220,055 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02860 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Expense | 0.00000 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $49,389,188 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $33,101,868 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $16,287,320 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04560 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $148,492 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $101,066 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $47,426 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,080 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $34,080 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $14,931,109 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,028,027 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,903,082 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00530 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Expense | 0.00000 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $15,113,681 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $13,129,093 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $1,984,588 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00550 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $64,502,869 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $46,230,961 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $18,271,908 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05110 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,813 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $4,813 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Economic Development EconomicDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $57,542 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $57,542 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00020 | TotalExpensePct |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $156,729 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $156,729 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00040 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $34,723 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $34,723 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00010 | TotalExpensePct |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $253,807 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $253,807 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00070 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReportedInd |
| Bad Debt Expense | $6,536,398 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $3,268,199 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $172,890,711 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $176,948,261 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$4,057,550 | 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 (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | 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 (2 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Information GapsInformationGapsInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Strategy AttachedStrategyAttachedInd | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Income Level CriteriaIncomeLevelCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Provided Nonprofit ContactProvidedNonprofitContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | FAP Notice DisplayedFAPNoticeDisplayedInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | FAP Notified Upon AdmissionFAPNotifiedUponAdmissionInd | FAP Notified All PatientsFAPNotifiedAllPatientsInd | Documented Elig DeterminationDocumentedEligDeterminationInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Other Method UsedOtherMethodUsedInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Heritage Valley Beaver | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 16 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | www.heritagevalley.org/pages/community-health-needs-assessment | Yes (X) | Yes (true) | 16 | Yes (true) | www.heritagevalley.org/pages/community-health-needs-assessment | false | false | Yes (true) | Yes (X) | 3.00000000 | 4.50000000 | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | http://www.heritagevalley.org/pages/billing-payments | Yes (X) | http://www.heritagevalley.org/pages/billing-payments | Yes (X) | http://www.heritagevalley.org/pages/billing-payments | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false |
| Heritage Valley Sewickley | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 16 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | www.heritagevalley.org/pages/community-health-needs-assessment | Yes (X) | Yes (true) | 16 | Yes (true) | www.heritagevalley.org/pages/community-health-needs-assessment | false | false | Yes (true) | Yes (X) | 3.00000000 | 4.50000000 | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | http://www.heritagevalley.org/pages/billing-payments | Yes (X) | http://www.heritagevalley.org/pages/billing-payments | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||||
Supplemental Information SupplementalInformationGrp (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Heritage Valley, Beaver Pt V 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. |
| Heritage Valley, Beaver Pt V Line 6a | Heritage Valley Sewickley |
| Heritage Valley, Beaver Pt V Line 6a | Heritage Valley Beaver |
| Heritage Valley, Beaver Pt V Line 22d | Uninsured individuals are expected to pay the equivalent of the Medicaid DRG case rate payment for inpatient accounts and 45% of charges for outpatient accounts. |
| Heritage Valley, Beaver Pt V 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. |
| Heritage Valley, Sewickley Pt V 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 indicatiors 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. |
| Heritage Valley, Sewickley Pt V Line 6a | Heritage Valley Sewickley |
| Heritage Valley, Sewickley Pt V Line 6a | Heritage Valley Beaver |
| Heritage Valley, Sewickley Pt V Line 22d | Uninsured individuals are expected to pay the equivalent of the Medicaid DRG case rate payment for inpatient accounts and 45% of charges for outpatient accounts. |
| Heritage Valley, Sewickley Pt V 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 |
|---|---|---|---|---|
| BEAVER -Calcutta Imaging & Lab Services | ||||
| 48462 Bell School Road Suite B | East Liverpool | OH | 43920 | Heart & Vascular, Laboratory and Imaging |
| BEAVER - Heritage Valley Diagnostic Center - Ellwood City | ||||
| 271 State Route 288 | Ellwood City | PA | 16117 | Laboratory, Diagnostic Center, Convenient Care |
| BEAVER - Heritage Valley Diagnostic Center - Hopewell | ||||
| 5000 Industrial Boulevard | Aliquippa | PA | 15001 | Diagnostic Center, Laboratory |
| BEAVER - Women's Health Center | ||||
| 200 Pleasant Drive | Aliquippa | PA | 15001 | Imaging Services |
| BEAVER - Family Practice Center | ||||
| 1125 7th Avenue | Beaver Falls | PA | 15010 | Residency Program, Laboratory |
| BEAVER - Heritage Valley Signature Rehab | ||||
| 1030 Beaner Hollow Road | Beaver | PA | 15009 | Rehabilitation Services |
| BEAVER - Signature Rehab - Hopewell | ||||
| 3000 Industrial Blvd | Aliquippa | PA | 15001 | Rehabilitation Services |
| BEAVER - Heritage Valley Baden - Lab | ||||
| 220 Ohio River Blvd | Baden | PA | 15005 | Laboratory Services |
| SEWICKLEY - Heritage Valley Health Center | ||||
| 935 Thorn Run Road | Moon Twp | PA | 15108 | Heart & Vascular, Laboratory and Imaging, and Rehab |
| Heritage Valley Robinson Township | ||||
| 6521 Steubenville Pike | Pittsburgh | PA | 15205 | Laboratory and Imaging |
| SEWICKLEY- Heritage Valley Rehabilitation Services - West Allegheny Signatu | ||||
| 400 Penn Lincoln Drive | Imperial | PA | 15126 | Rehabilitation Services, Behavioral Health Services |
| SEWICKLEY - Heritage Valley Health System Edgeworth Square | ||||
| 111 Hazel Lane | Sewickley | PA | 15143 | Behavioral Health Services |
| Heritage Valley Surgery Center | ||||
| 1600 Coraopolis Heights Road Suite | Moon Township | PA | 15108 | Surgery Center, Cancer Center |
| Heritage Valley Chippewa | ||||
| 2580 Constitution Blvd | Chippewa | PA | 15010 | Laboratory and Imaging, and Rehab, and Convenient Care |
| Heritage Valley Edgeworth | ||||
| 100 Hazel Lane | Sewickley | PA | 15143 | Laboratory Services, Diagnostic & Imaging, Rehab, Convenient Care |
| Heritage Valley Laboratory Draw Site - Hopewell | ||||
| 2032 Brodhead Road | Aliquippa | PA | 15001 | Laboratory Services |
| Heritage Valley Leetsdale | ||||
| 12 Quaker Village Shopping Center | Leetsdale | PA | 15056 | Heart & Vascular |
| Heritage Valley Laboratory Draw Site - Sharon Road Beaver | ||||
| 605 Sharon Road | Beaver | PA | 15009 | Heart & Vascular, Laboratory Services |
| Heritage Valley Convenient Care | ||||
| 16280 Dresden Avenue | East Liverpool | OH | 43920 | Convenient Care |
| Heritage Valley Convenient Care | ||||
| 3942 Brodhead Road | Monaca | PA | 15061 | Convenient Care |
| Edgeworth Surgery Center | ||||
| 301 Ohio River Blvd | Sewickley | PA | 15143 | Surgery Center |
| Staunton Clinic Bellevue | ||||
| 612 Lincoln Ave | Bellevue | PA | 15202 | Behavioral Health Services |
| Staunton Clinic Wexford | ||||
| 119 VIP Drive | Wexford | PA | 15090 | Behavioral Health Services |
| Heritage Valley Lab- Ambridge | ||||
| 1155 Merchant St | Ambridge | PA | 15003 | Laboratory Services |
| Heritage Valley West Allegheny | ||||
| 300 Penn Lincoln Dr | Imperial | PA | 15126 | Diagnostic and Imaging, Laboratory, Convenient Care |
| Heritage Valley Cranberry | ||||
| 1185 Freedom Road | Cranberry Twp | PA | 16066 | Heart & Vascular |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt 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%. |
| Pt I Line 6a | see below Section VI about Community Benefit Report results. |
| Pt 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. |
| Pt I Line 7 | The costing methodology used to calculate the amounts reported was based on the Organization's cost accounting system. |
| Pt 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. |
| Pt III Line 8 | The Organization believes the entire shortfall of reimbursement versus cost ($4,057,550) 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. |
| Pt 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. |
| Pt II | EXECUTIVE SUMMARY - DURING FISCAL 2016, THE ORGANIZATION PARTICIPATED IN OVER 100 ACTIVITIES PROVIDING COMMUNITY BENEFIT. A SELECTION OF THESE ACTIVITIES INCLUDED: *PARTICIPATED IN 72 (SEVENTY-TWO) HEALTH FAIRS/EDUCATION SESSIONS PROVIDING FREE SCREENINGS & HEALTH INFORMATION. *PRESENTED HEALTH & WELLNESS INFORMATION, INCLUDING MENTAL HEALTH ISSUES, AT VARIOUS SCHOOL & COMMUNITY GROUP EVENTS. *SPONSORED 7 (SEVEN) MONTHLY SUPPORT GROUPS AND WORKING WITH 4(FOUR) OTHER MONTHLY SUPPORT GROUPS. *PROV |
| Pt III Line 4 | 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 COLLECTIBILITY 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 PROVISIO |
| Pt VI Line 2 | 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 HEA |
| Pt 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 APPPLICATION 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 CHAR |
| Pt 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 TOW |
| Pt VI Line 5 | COMMUNITY HEALTH EDUCATION & OUTREACH *MATERNAL & CHILD HEALTH STAFF AT HERITAGE VALLEY, SEWICKLEY-CONDUCTED OVER 42 (FORTY-TWO)SESSIONS OF DIFFERENT PRENATAL EDUCATION TOPICS AND ALSO PROVIDED SUPPORT GROUPS FOR PREGNANCY LOSS AND NEW MOTHERS. *MATERNAL CHILD HEALTH STAFF AT HERITAGE VALLEY, BEAVER-CONDUCTED 24 (TWENTY-FOUR) SESSIONS OF TWO PRENATAL EDUCATION TOPICS. *STAFF OF THE COMMUNITY HEALTH SERVICES DEPARTMENT PARTICIPATED IN 72 (SEVENTY-TWO) HEALTH FAIRS/EDUCATION SESSIONS IN GENERAL CO |
| Pt 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 ORGANI |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Tuition Reimbursement | 28 | $55,618 | FMV | N/A |
| Educational Assistance | 100 | $261,237 | FMV | N/A |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I 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. |
| Pt I Line 2 | Tuition Reimbursement is provided to candidates employed as RNs by the Organization who are enrolled in the Penn State BSN Program. The recipient must be in good employment standing, and must submit proof of grades with at least a 2.0 GPA and invoice for tuition. Recipients are bound to certain employment stipulations, and if obligations are not met, the payment may be pro-rated. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| NORMAN F MITRY | |||||
| $586,732 | $52,263 | $28,875 | $38,565 | $31,719 | $738,154 |
| JAMES SCIBILIA MD | |||||
| $369,329 | $10,600 | $26,993 | $406,922 | ||
| MICHAEL MALKOWSKI MD | |||||
| $467,308 | $11,250 | $10,600 | $27,520 | $516,678 | |
| ALEXANDER VASILAKIS MD | |||||
| $568,654 | $81,600 | $10,600 | $33,511 | $694,365 | |
| JEFFREY HEIN MD | |||||
| $517,290 | $600 | $10,600 | $31,024 | $559,514 | |
| MAURICE PRENDERGAST MD | |||||
| $355,454 | $300 | $10,600 | $24,640 | $390,994 | |
| JOHN LUELLEN MD | |||||
| $363,153 | $19,342 | $31,581 | $20,275 | $29,151 | $463,502 |
| SHARON LOFTUS ESQ | |||||
| $285,578 | $15,263 | $21,798 | $14,715 | $13,060 | $350,414 |
| BRYAN J RANDALL | |||||
| $342,693 | $24,420 | $24,346 | $19,165 | $28,832 | $439,456 |
| DAVID W CARLETON | |||||
| $285,578 | $40,263 | $21,798 | $25,315 | $28,104 | $401,058 |
| LISA FORBECK MD | |||||
| $347,527 | $55,056 | $14,715 | $28,870 | $446,168 | |
| RONALD D LECKEY MD | |||||
| $400,149 | $48,866 | $32,080 | $29,679 | $510,774 | |
| MATTHEW WHEELER MD | |||||
| $365,428 | $43,718 | $14,715 | $29,081 | $452,942 | |
| JUSTIN DOSCH MD | |||||
| $333,712 | $40,724 | $14,715 | $28,621 | $417,772 | |
| EDWIN PAGE MD | |||||
| $366,406 | $10,796 | $22,665 | $26,651 | $426,518 | |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 1a | CEO social membership dues at Club are paid by the Organization. |
| Pt I Line 4b | There were 3 participants in a 457(f) Non-qualified deferred compensation plan. Norman F. Mitry $15,900, Dr. John Luellen $2,910, Bryan J. Randall $1,800. |
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 | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $14,540,000 | RetiredAmt |
| Total Proceeds | $72,496,375 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $840,042 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $71,656,333 | OtherSpentProceedsAmt |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | Yes (true) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Other | FormAndLineReferenceDesc |
| Explanation | Part II, Column A, Line 11: 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 | $72,807 | TransactionAmt |
| Transaction | Registered Nurse for Hospital | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV Line 1 | FormAndLineReferenceDesc |
| Explanation | Linda Marshall is sister-in-law of VMF board member, Joan Marshall. Linda worked for Heritage Valley, Sewickley as an R.N. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 12c | Heritage Valley Health System is the sole member of the Valley Medical Facilities. |
| Pt VI, Line 7a | the Sole Member, Heritage Valley Health System, appoints the members of the governing body. |
| Pt VI, Line 6 | see explanation below Line 7b |
| Pt VI, 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 Corporations's Board of Directors, with right to revoke the elected Directors, with or without cause; 2. Amend or approve amendments to the Corporations'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. |
| Pt VI, 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. |
| Pt VI, 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. |
| Pt VI, Line 15a | 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. |
| Pt VI, Line 15b | 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. |
| Pt VI, 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. |
| Pt XI | Other changes in net assets. Changes in restricted net assets. Pension obligation adjustment. |
| Pt XII, Line 2c | The Organization has a committee that assumes responsibility for oversight of audit, review, or compilation of its financial statement and selection of an independent accountant. |
| Form 990, Part IX, Line 24e | Telephone 497451. 497451. 0. 0. |
| Form 990, Part IX, Line 24e | Postage and shipping 196821. 196821. 0. 0. |
| Form 990, Part IX, Line 24e | Fees, Admin and other 6831263. 6732171. 99092. 0. |
| Form 990, Part IX, Line 24e | Dues 255233. 159639. 95594. 0. |
| Form 990, Part IX, Line 24e | Equipment Rental and Maintenace 11190888. 11190789. 99. 0. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Heritage Valley Sewickley Foundation | ||||||||||
| 420 Rouser Road | Moon Township | PA | 15108 | 251801533 | FUNDRAISING | PA | 501(c)3 | 11C | Heritage Valley Health System | false |
| Heritage Valley Beaver Foundation | ||||||||||
| 420 Rouser Road | Moon Township | PA | 15108 | 251441516 | FUNDRAISING | PA | 501(C)3 | 11C | Heritage Valley Health System | false |
| Heritage Valley Health System Inc | ||||||||||
| 1000 Dutch Ridge Road | Beaver | PA | 15009 | 251441518 | PARENT SUPPORTING ORG | PA | 501(C)3 | 11C | NA | false |
| 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 (true) |
| Hospitality Shop of Sewickley Valley | ||||||||||
| 720 Blackburn Road | Sewickley | PA | 15143 | 251012989 | FUNDRAISING | PA | 501(c)3 | 11c | Heritage Valley Health System | false |
| The Medical Center Auxiliary | ||||||||||
| 1000 Dutch Ridge Road | Beaver | PA | 15009 | 251383145 | FUNDRAISING | PA | 501(c)3 | 11c | Heritage Valley Health System | false |
| Valley Health System Foundation | ||||||||||
| 420 Rouser Road | Moon Township | PA | 15108 | 251801534 | FUNDRAISING | PA | 501(c)3 | 11c | Heritage Valley Health System | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 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 | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Consolidated Supply Chain Services | |||||||||||
| 420 Rouser Road | Moon Township | PA | 15108 | 271055405 | Group Purchasing | PA | Heritage Valley Health System | Related | false | false | 0.00000 |
| Edgeworth Commons Group LLC | |||||||||||
| 725 Cherrington Parkway Suite 200 | Moon Township | PA | 15108 | 020713415 | Surgery Center | PA | Heritage Valley Health System | Related | false | false | 0.00000 |
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 | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | 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 | 0.00000 | false | ||||
| Heritage Valley Pediatrics Inc | ||||||||||||||
| 420 Rouser Road | Moon Township | PA | 15108 | 251775950 | PHYSICIAN PRACTICE | PA | Heritage Valley Health System | C | 0.00000 | false | ||||
| Heritage Valley Medical Group Inc | ||||||||||||||
| 420 Rouser Road | Moon Township | PA | 15108 | 251775949 | PHYSICIAN PRACTICE | PA | Heritage Valley Health System | C | 0.00000 | |||||
| Tri-State Gynecology Inc | ||||||||||||||
| 420 Rouser Road Suite 201 | Moon Township | PA | 15108 | 841647473 | PHYSICIAN PRACTICE | PA | Heritage Valley Health System | C | 0.00000 | |||||
| Heritage Valley Insurance Company | ||||||||||||||
| PROFESSIONAL LIABILITY CAPTIVE | Heritage Valley Health System | C | 0.00000 | PO Box 1051 | Grand Cayman | CJ | CJ | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |