2014-05-14T15:44:03-07:00 2013-06-30 CARBIS WALKER LLP 5700 CORPORATE DR SUITE 650 PITTSBURGH PA 15237 990 2012-07-01 251801532 VALLEY MEDICAL FACILITIES INC VALL 4127416600 720 BLACKBURN ROAD SEWICKLEY PA 15143 BRYAN J RANDALL 4127416600 2014-05-15 true JEFFREY J PETRELL CPA 4126356270 2012 2015-11-30 17:44:51Z BRYAN J RANDALL 720 BLACKBURN ROAD SEWICKLEY PA 15143 403681042 false X www.heritagevalley.org X 1996 PA To improve the health and well-being of all people in the communities we serve. 23 17 3504 170 5127865 -78448 4228814 3590102 347210883 328548761 7530506 7027706 15724428 20656377 374694631 359822946 594324 456551 0 199748972 206267137 0 0 164281617 154763874 364624913 361487562 10069718 -1664616 406050371 411837631 219904250 196879783 186146121 214957848 To improve the health and false false 353023069 327594004 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 22,747 INPATIENT ADMISSIONS, 1,798 NEWBORN ADMISSIONS, AND 106,269 INPATIENT DAYS. THE FACILITIES ALSO ENCOUNTERED 101,454 EMERGENCY ROOM VISITS, 16,421 OUTPATIENT SURGERIES, 154 OPEN HEART PROCEDURES, 2,814 CARDIAC CATHETERIZATIONS AND 306,731 DIAGNOSTIC IMAGING PROCEDURES. 1322707 954757 SCHOOL OF NURSING TO PROMOTE AND PROVIDE SUPPORT TO THE HOSPITALS. 354345776 true false false true false false false false false true true true false false true true true true false false true false false false false false true true false true true true false false false false false false false false true false false false false false false true true true false true 148 0 true 3504 true true true false false false false false false false false false false false false false false X 23 17 true false false false true true true true true false true true true true true true true true true true false PA X FINANCE DEPARTMENT CO VALLEY MEDICA 4127416600 420 ROUSER ROAD SUITE 201 MOON TOWNSHIP PA 15108 NORMAN F MITRY 40.00 X X 571539 0 46281 RICHARD C HOGAN MD 2.00 X 0 318850 30205 RICHARD KIM MD 2.00 X 0 0 0 JAMES SCIBILIA MD 2.00 X 0 337786 37371 LYNN GEORGE PHD 2.00 X 0 0 0 ELISA DITOMMASO CPA 2.00 X 0 0 0 A GARY CHACE 2.00 X X 0 0 0 GR ORR III 2.00 X X 0 0 0 THOMAS R JOHNSON ESQ 2.00 X 0 0 0 REBECCA POUNDS DDS 2.00 X 0 0 0 DAVID MOTLEY 2.00 X 0 0 0 ALEXANDER VASILAKIS MD 2.00 X 0 542694 43588 TOM LEYDIG 2.00 X 0 0 0 DENNIS PEGDEN PHD 2.00 X X 0 0 0 DAVID M RAFALKO MD 2 X JOHANNAH M ROBB CPA 2 X X SCOTT M ELSTE 2 X LAURA A VASSAMILLET 2 X GARRY HOGAN 2 X MARY KIRSCH CPA 2 X THOMAS ARBOGAST ESQ 2 X JOAN MARSHALL ESQ 2 X STEPHANIE PERRY MD 2 X 274823 22497 JOHN LUELLEN MD 40 X 378231 43187 JOHN CINICOLA MD 40 X 385501 40738 4418682 1474153 667038 110 false true false ALLSCRIPTS 24630 NETWORK PLACE CHICAGO IL 60673 Computer Professional Services 2916172 WESTERN PENNSYLVANIA ANESTHESIA ASSOC PO BOX 643483 PITTSBURGH PA 15264 Professional Services 3567450 OHIO VALLEY PERFUSION ASSOCIATES INC 628 SCOTT RIDGE RD HARMONY PA 16037 Professional Services 747975 EDGEWORTH DEVELOPMENT ASSOCIATES INC PO BOX 520 JOHNSTOWN PA 15907 Rent 577678 ADVIZEX TECHNOLOGIES LLC 774019 4019 SOLUTIONS CENTER CHICAGO IL 60677 Professional Services 729129 33 3297014 293088 3590102 All other Patient Payments 900099 147811077 348098 Medicare HMO Payments 900099 105691297 Medicare/Medicaid payments 900099 58867819 Medicaid HMO Payments 900099 16178568 328548761 2782655 2782655 48103147 43192257 665839 4910890 -665839 4245051 4245051 Sale of Drugs 900099 4774243 4774243 Nursing Tuition 900099 759113 759113 Six-Sigma Training 900099 5524 5524 15117497 1190332 13927165 20656377 359822946 330150108 5127865 20954871 456551 456551 4952060 0 4952060 0 158487342 157426844 1060498 0 9778235 9778235 0 0 22474800 22474800 0 0 10574700 10448172 126528 0 506791 208104 298687 0 245860 245860 0 0 19013 0 19013 0 217064 217064 0 0 1283029 1283029 0 0 3872816 3872103 713 0 4600469 4546675 53794 0 449234 424059 25175 0 123936 123936 0 0 2762883 2762883 0 0 26828396 26828396 0 0 Medical and other Supplies 54471875 54424576 47299 0 other outside services 29498222 29139283 358939 0 drugs 13912433 13912433 0 0 15971853 15772773 199080 0 361487562 354345776 7141786 0 5406794 2265908 5108633 4737144 252474 266608 39078150 52384850 6635486 6390283 8533067 13220558 441171879 270528969 163789077 170642910 140035609 122434793 36569476 38945683 641605 548894 406050371 411837631 44181873 56472218 67147739 64646069 10203610 10290553 98371028 65470943 219904250 196879783 X 171133804 199734928 8655317 9012161 6357000 6210759 186146121 214957848 406050371 411837631 X -1664616 3902111 125644 26448588 X X false true X true true true X 0 0 0 0 0 0 true true false false false true 19013 true 55309 false false 74322 Pt II-B Line 1i Other lobbying Activities: A portion of Hospital and HEALTH SYSTEM ASSOCIATION OF PA (HAP) DUES ARE LOBBYING EXPENSES. ADDITIONALLY, THE ORGANIZATION RETAINS THE LAW FIRM OF BUCHANAN INGERSOLL & ROONEY TO LOBBY ON THEIR BEHALF. 252962000 2107000 6856000 39000 16594000 1875000 243417000 284583000 4416000 -26958000 1087000 6712000 1280000 252962000 259195000 4906000 27943000 21000 5978000 1462000 284583000 240777000 4160000 28999000 21000 13230000 1490000 259195000 284125000 846000 -38472000 21000 4884000 817000 240777000 0.93700 0.02600 0.03700 true true true 2285807 2285807 145091196 81930530 63160666 3083759 640298 2443461 272718537 184133035 88585502 17992580 3825106 14167474 170642910 Interest in Assets Held by Foundations 9926921 F Other Investments 202850 F Commingled Funds 21103045 C Alternative Investments 7712867 C 38945683 Accrued pensions and other long term liabilities 62710234 Workers Comp Reserve Long Term 2760709 65470943 X 359245303 359245303 577643 577643 359822946 361334162 361334162 153400 153400 361487562 Pt X Line 2 VMF qualifies as a tax-exempt organization under Section 501(c)(3) of THE INTERNAL REVENUE CODE (THE "CODE") AND, THERFORE, IS EXEMPT FROM INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. VMF DOES NOT HAVE ANY MATERIAL UNDERTAIN TAX POSITIONS AS OF JUNE 30, 2013 AND 2012. Pt XII Line 4b Other Adjustments: Restricted Fund Expenses Pt XI Line 4b Other Adjustments: Restricted Fund Income 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 Central America Investments 7713000 7713000 7713000 true false true true true false Pt I Line 2 Valley Medical Facilities Inc. does not make grants outside the United States. true true X true X 300.00000 true X 450.00000 true true true false true true 6115653 6115653 0.01690 35145690 21236495 13909195 0.03850 41261343 21236495 20024848 0.05540 224097 158448 65649 0.00020 1424133 954758 469375 0.00130 444668 269903 174765 0.00050 2092898 1383109 709789 0.00200 43354241 22619604 20734637 0.05740 3510 3510 0.00000 59838 59838 0.00020 87670 87670 0.00020 6667 6667 0.00000 157685 157685 0.00040 false 7654951 3827475 160532189 167696595 -7164406 X true true 2 1 HERITAGE VALLEY BEAVER

1000 DUTCH RIDGE ROAD BEAVER PA 15009

X X X X A 2 HERITAGE VALLEY SEWICKLEY

720 BLACKBURN ROAD SEWICKLEY PA 15143

X X X A HERITAGE VALLEY BEAVER true X X X X X X X X X 13 true true true X X X X X false false true true 300 true 450 true X true true X true false true X false false HERITAGE VALLEY SEWICKLEY true X X X X X X X X 13 true true true X X X X X false false true true 300 true 450 true X true true X true false true X false false 18 BEAVER -CALCUTTA IMAGING & LAB SERVICES

48462 BELL SCHOOL ROAD SUITE B EAST LIVERPOOL OH 43920

Laboratory and Imaging BEAVER - HERITAGE VALLEY DIAGNOSTIC CENTER - ELLWOOD CITY

1677 STATE ROUTE 65 ELLWOOD CITY PA 16117

Diagnostic Center, Convenient Care BEAVER - HERITAGE VALLEY DIAGNOSTIC CENTER - HOPEWELL

5000 INDUSTRIAL BOULEVARD ALIQUIPPA PA 15001

Diagnostic Center 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 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 (PHLEBOTOMY)

220 OHIO RIVER BLVD BADEN PA 15005

Laboratory Services SEWICKLEY - HERITAGE VALLEY HEALTH CENTER

935 THORN RUN ROAD MOON TWP PA 15108

Laboratory and Imaging, and Rehab, and Convenient Care HERITAGE VALLEY ROBINSON TOWNSHIP

6521 STEUBENVILLE PIKE PITTSBURGH PA 15205

Laboratory and Imaging SEWICKLEY- HERITAGE VALLEY REHABILITATION SERVICES - WEST ALLEGHENY SIGNATU

300 PENN LINCOLN DRIVE IMPERIAL PA 15126

Rehabilitation 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

Diagnostic Imaging, Surgery Center HERITAGE VALLEY CHIPPEWA

2580 CONSTITUTION BLVD CHIPPEWA PA 15010

Laboratory and Imaging, and Rehab, and Convenient Care HERITAGE VALLEY CRANBERRY TOWNSHIP

1185 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066

Laboratory Services HERITAGE VALLEY LABORATORY DRAW SITE - HOPEWELL

2032 BRODHEAD ROAD ALIQUIPPA PA 15001

Laboratory Services HERITAGE VALLEY LABORATORY DRAW SITE - LEETSDALE

QUAKER VILLAGE SHOPPING CENTER LEETSDALE PA 15056

Laboratory Services HERITAGE VALLEY LABORATORY DRAW SITE - SHARON ROAD BEAVER

605 SHARON ROAD BEAVER PA 15009

Laboratory Services The Following explanations are relevant to both hospitals of the Organization: Heritage Valley, Beaver Heritage Valley, Sewickley Pt I Line 3c Part 1. Line 3C: 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 Part 1 Line 6a See below Section VI about Community Benefit Report results. Pt I Line 7g Part 1 Line 7g Family Medicine & Family Planning Clinic Subsidy Pt I Line 7 The costing methodology used to calculate the amounts reported on Part 1, Line 7 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 ($7,164,406) 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 V Sec B 3 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. The Organization contracted with reputable consulting firms 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 a community health implementation plan focused on meeting community needs. Pt VI Line 2 The Organization is committed to the people it serves and the communities they live in. Healthy communities lead to lower health care costs, robust community partnerships, and an overall enhanced quality of life. The CHNA Final Summary Report serves as a compilation of the overall findings of each research component. Research Components *Secondary Statistical Data Profile of Beaver County and the selected municipalities located within Allegheny County *Household Telephone Survey with 403 Community residents *Key Informant Interviews with 10 Community stakeholders *Focus Group Discussions with 10 providers and 28 Community residents ---Key Informant Interviews--- A survey was conducted by the consultants which included ten "Key Informants" from the area. Key informants were defined as Community stakeholders with expert knowledge including public health and health care professionals, social service providers, non-profit leaders, business leaders, faith-based organizations, and other area authorities. A total of 10 telephone interviews were conducted by the consultants during November 2012 to January 2013. It is important to note that the results reflect the perceptions of some community leaders, but may not necessarily represent all community representatives. To supplement the information gathered during the interviews, the consultants also conducted two focus group sessions with key informants. In April of 2013, 2 focus groups were held with other key informants totaling ten people and another group participated in a prioritization of the health needs identified through the Needs Assessment process. 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 application on all patients admitted with no health insurance. During the application process, patients are made aware of the Charity care Program in the event they are denied State Medicaid. the financial information obtained during this process is used in determining if the patients qualify for the Charity Care Program. If the patient is denied for Medicaid, they receive monthly statements reflecting the outstanding balance owed. The Organization makes the patients aware of the Charity Care Program on the back side of all self pay patients statements. The statement directs all inquiries regarding Charity Care to the Patient Accounting Department. the patients are provided with the guidelines of the program at the point they contact Patient Accounting. This phone call usually results in the application along with the current guidelines being mailed to the patient for completion. In addition, reference to the Charity Care Program is included in the "Patient Guide" which is provided to all patients admitted. 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 Township Leetsdale Borough Moon Township Neville Township North Fayette Township Oakdale Borough Sewickley Borough Sewickley Heights Borough Sewickley Hills Borough Selected Demographic & Behavioral Risk Factor Findings * Beaver County experienced a 5.8% decline in population between 2000 and 2010, which was the opposite of both state and national trends. * In 2010, Beaver County had a higher percentage of individuals that were age 45+ than both Pennsylvania and nationwide. * Allegheny County has a higher portion of individuals that have received a Bachelor's degree or higher when compared to state and national averages. * In 2010, a lower percentage of children and families lived in poverty within Allegheny County (7.8%) and Beaver County (11.1%) than both the state of Pennsylvania (12.4%) and the nation (13.8%). * Beaver County has a higher percentage of mothers who smoked during pregnancy than the state of Pennsylvania. * The leading causes of death for both Allegheny and Beaver Counties were heart disease and cancer in 2010. The top three sites for cancer deaths were Lung & Bronchus, Colon & Rectum, and Female Breast. * In 2009, over a quarter of the population in Beaver County were obese and /or physically inactive. Given the higher than state average of persons diagnosed with diabetes in Beaver County that same year, this statistic is particularly concerning. Medically Underserved Areas (MUAs) MUAs in the Organization's primary service area include: * Beaver Falls (part) * Bridgewater * Aliquippa (part) * Coraopolis Heritage Valley Beaver and Heritage Valley Sewickley conducted the Needs Assessment jointly. Where possible, information about each hospital's service area was described separately. The Implementation Plans for each hospital were separate, but coordinated. Pt II Executive Summary - During Fiscal 2013, the Organization participated in over one hundred activities providing community benefit. A selection of these activities included: *Participated in sixty-five (65) major health fairs providing free screenings & health information. *Presented health & wellness information, including mental health issues, at various school & community group events. *Sponsored seven (7) monthly support groups and working with four (4) other monthly support groups. *Provided manikins to local first responder organizations for CPR Certification activities. *Day of caring participants - value of donated time - $9,337. *Participated in local school career days. *Provided free clinical services or donating medical equipment to several community not-for-profit organizations. The organization also subsidizes various programs that benefit both the health and well being of the patients in the communities we serve and the students seeking to further their education in the health services field. Examples of these programs include: * Family Medicine and Family Planning Clinics * School of Nursing Pt VI Line 5 COMMUNITY HEALTH EDUCATION & OUTREACH *Maternal & Child health staff at Heritage Valley, Sewickley-conducted over thirty (30) sessions of different prenatal education topics and also provided support groups for pregnancy loss and new mothers. *Staff of the Community Health Services Department participated in fifty-four (54) health fairs/education sessions. *Car Seats are rented at discounted rates to parents in need for safe transport of newborns. *Family Medicine Residents provided free physicals and provided health education on smoking avoidance and sex education. * The Hospital Division Laboratory provided four hundred eighty six (486) legal alcohol test for area police departments and also assisted with student high school projects and community health fairs. *Womens's Health Center staff performed approximately seven-hundred twenty-five (725) osteoporosis health screenings at twenty two (22) community events or for patients and visitors at the Women's Health Center. *The Sterile Processing Department lends manikins to local fire departments, EMS units and police for CPR certification activities. *School of Nursing faculty and staff provided over two hundred eighty four (284) hours of community service at twenty-six (26) events. *Management and staff from several departments participated in local school career days. *Heritage Valley-Beaver Laboratory services worked with high school students on science fair projects. *Community groups use the conference center/education center at the hospitals for meetings; the pro-rated facility cost of these meetings was $5,833. COMMUNITY-BASED CLINICAL SERVICES *The Family Medicine Clinic (Beaver Falls) conducts free physicals for the foster grandparent program. *The Laboratory provided legal alcohol tests for area police departments at a testing cost of $4,617 and also spent $75 in supply costs for assisting with student high school projects and community health fairs for a total expense of $4,692. HEALTHCARE SUPPORT SERVICES *The Organization sponsors or works directly with seven (7) support groups that meet monthly at an Organization hospital or in the community; the Organization is involved in another four (4) support groups that meet monthly in various community settings. DONATIONS TO NOT-FOR-PROFIT ORGANIZATIONS *Payments to local municipalities (in lieu of taxes) - $59,838 *Donation of a parcel of land on the Beaver Campus for the Brighton Township Volunteer Fire Department at a cost of $3,510. *The Organization sponsored events held by community not-for-profit organizations and donated $70,000 to these organizations (net of value received.) * Donation to Cameos of Caring - $2,500. * Donation of two (2) vehicles to the Make a Wish Foundation - $1,975 MEDICAL EDUCATION *---SCHOOL OF NURSING SUBSIDY - $441,068 The Organization serves as a site for numerous health and adminstrative/professional internships and administrating nursing students from Community College of Beaver County, Robert Morris University and Kent State University who use the Organization as a site for clinical training with no tuition or monetary reimbursement. Coordination of these unpaid internships requires approximately 750 hours of staff time, valued at $28,307. SUBSIDIZED HEALTH SERVICES *Family Medicine Clinic & Family Planning Clinic (Beaver Falls) - $174,765 loss. (excluding estimated Medicaid & Medicare underpayments separately reported) *Nutritional Counseling Services are subsidized - $65,649 The Organization is committed to offering a robust range of services to meet community needs; therefore some services such as Emergency Department services & Maternal/Child Health services are operated with significant subsidies. MEDICAL STAFF PRIVILEGES In general, both the Beaver and Sewickley campuses have an open medical staff and privileges are granted to qualified physicians who meet established criteria. There are, however, certain departments and/or services that are closed due to contractual arrangements with third party providers. Four departments are closed. The emergency room department is closed to physicians who are employed by the Organization, and to physicians otherwise contracted by the Organization. For the departments of radiology, pathology and anesthesiology, the Organization has exclusive contracts with the contracting physician groups, and thus, privileges in these departments are limited to those physicians who have a contractual relationship with the group. In addition, the Organization has an exclusive contract with a third party provider for the provision of hospitalist services at the Beaver campus and has exclusive contracts with third party providers for the provision of telemedicine stroke services at each of the campuses. Quality Improvements in Patient Care Quality, Patient Safety, and Customer Satisfaction are defined as strategic imperatives in our the Organization. Compliance with National Patient Safety Goals exceeds 98% and CMS Core Measure compliance exceeds exceeds 99%. Core Measures are actively managed with enhanced reporting and engagement of nursing and physician staff. Performance improvement initiatives are ongoing in the areas of infection control, patient safety, and the customer experience. A renewed focus on service excellence culminated in the recruitment of the Organization's first Manager of Customer Experience. Consistent year-over-year improvement is being demonstrated on the Organizations balanced scorecard across all facets of Quality, Safety, and Customer Satisfaction. INVESTMENTS IN FACILITIES AND EQUIPMENT ---The Organization has a significant capital budget, of approximately $30 million annually, primarily funded by operating margins. ---Both foundations support facility enhancements and equipment purchases. The Sewickley Valley Hospital Foundation supports initiatives such as the purchase of Cardiology and Operating Room equipment. Renovations of the Maternity Ward and educational equipment for the School of Nursing. Heritage Valley Beaver Foundation supports initiatives such as the purchase of cardiology and pediatric equipment. Renovations to the Education Center and a Van for the Clinic. MEDICAL EDUCATION The Organization has a Family Practice Residency Program in Beaver Falls, with an associated clinic, and a School of Nursing in Moon Township. Both affiliated foundations offer Nursing School scholarships. COMMUNITY HEALTH SERVICES Community Health Services is a robust set of programs and services that focus on families and individuals suffering from chronic illnesses. The benefits of these programs are demonstrated through clinical outcomes that relate to healthy living and improved functioning: ---Pediatric Asthma ---Diabetes ---Pregnancy Health Services (Designed for high-risk pregnancies) ---Community Advanced Illness (Palliative care for end of life services). ---Childhood obesity ---LifeSmart (pre-diabetes/obesity) ---Smoking Cessation ---Community Outreach Services ---Community Crisis Counseling These services are supported through Grants from the Foundations. Pt VI Line 6 Part VI Line 7: The Organization is a wholly owned subsidiary of Heritage Valley Health System, Inc. and provides inpatient and outpatient health care and related services to the residents of Beaver County, PA, and Northwestern Allegheny County, PA, and the surrounding areas through its two acute care hospitals: Heritage Valley, Beaver and Heritage Valley,Sewickley. The Organization is part of an independent, community-based health system, unaffiliated with any other health care system. The roles of the Organization and its affiliated foundations are documented elsewhere in this form. The contracted physician practices also participate in community health improvement efforts. Several physicians participated in the diabetes clinical program and several have met certain criteria to be identified under the NCQA's diabetes physician recognition program. Also, one of the senior pediatricians in Tri-State Pediatric Associates is a champion for the Organization's childhood obesity program. Pt V Sec B 19d 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. Pt V Sec B 4 Heritage Valley Sewickley Pt V Sec B 4 Heritage Valley Beaver Pt V Sec B 20d Maximum amount charged to Inpatients is Medical Assistance Rates. Maximum amount charged to Outpatients is 45% of total charges. Pt V Sec B 7 RATIONALE FOR COMMUNITY HEALTH NEEDS NOT ADDRESSED It is understood that in order to be the most effective and make the greatest impact, that not all community needs can be addressed at once. The Organization will continue to provide excellent quality of care and health literacy education to meet the wide array of health needs present among county residents. To allocate resources in an effort to impact the most pressing needs, the five key priority areas were identified. It is important to emphasize the criteria-driven approach that went into the selection of the priority issues. While the seriousness of the issue and ability to impact were the primary criteria for the quantitative ratings, additional criteria were included in the group discussion. These included the availability of proven best practices and prevention strategies, existing expertise and resources around any particular issue, and the opportunity for collective community buy-in or support to rally around a health priority. As a result, the Organization and its partners are confident that the prioritization process was a systematic, democratic, and thorough course of action. In total, nine key needs/themes were identified following the interpretation of the CHNA findings. A rationale for exclusion of the four issues not included in the final prioritized list of community needs is detailed below. Behavioral Health: The Organization currently provides both inpatient and outpatient behavioral health services to the community in collaboration with the County and other local providers that specialize in specific community-based supports, such as housing, case management, family support, respite care ,etc. Resource constraints do not permit expansion of these efforts. Drug and Alcohol Abuse: While the Organization will continue to provide supportive services to the community, as appropriate, however other providers specialize in this care and are better suited to address the initiatives related to drug and alcohol abuse in the community. Maternal Health: The Organization has many successful programs related to prenatal and maternal health which will continue to be offered to the community. Community Sustainability: The Organization will continue to support environmental responsibility and will encourage safe neighborhoods. The Organization does not have the resources or expertise needed to influence this need. 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 collectibiilty of accounts receivable, the Organization analyzes its past history and identifies trends for each of its major payor sources of patient service revenue to estimate the appropriate allowance for doubtful accounts and provision for bad debts. Management regularly reviews data about these major payor sources of patient service revenue in evaluating the sufficiency of the allowance for doubtful accounts. For receivables associated with services provided to patients who have third-party coverage, the Organization analyzes contractually due amounts and provides an allowance for doubtful accounts and a provision for bad debts, if necessary. For receivables associated with self-pay patients, which includes both patients without insurance and patients with deductible and copayment balances due for which third-party coverage exists for part of the bill, the Organization records a provision for bad debts in the period of service on the basis of its past experience, which indicates that many patients are unable or unwilling to pay the portion of their bill for which they are financially responsible. The difference between the standard rates or the discounted rates according to the Organization's charity care policy and the amounts actually collected after all reasonable collection efforts have been exhausted is charged off against the allowance for doubtful accounts. true 0 Tuition Reimbursement 21 67781 FMV N/A Educational Assistance 88 226370 FMV N/A Loan Forgiveness 3 9000 FMV N/A PHEAA/PELL Grants 79 153400 FMV N/A 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 Loan Forgiveness - Scholarships are provided to individuals who are entering or those who are presently enrolled in Nursing School to obtain their RN License. The applicant mut submit proof of acceptance into Nursing School, copies of invoices, and proof of final grades maintaining at least a 2.0 GPA. Scholarship recipients are contractually bound to certain employment stipulations and if these obligations are not met, the scholarship must be repaid. Pt I Line 2 Tuition Reimbursement - Provided to candidates employed as RNs by the Organization who are enrolled in the Penn State BSN Program. The receipient 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. Pt I Line 2 Pell is title IV funds provided by the Dept. of Education. PHEAA is state grant funds provided by PA. All funds are credited to student accounts. X X X X false false false false false false false false false NORMAN F MITRY 562116 9423 31147 602686 RICHARD C HOGAN MD 311350 7500 18815 337665 JAMES SCIBILIA MD 337636 150 25662 363448 ALEXANDER VASILAKIS MD 499999 42695 28918 571612 STEPHANIE PERRY MD 252323 22500 11700 286523 JOHN LUELLEN MD 371664 6567 30961 409192 JOHN CINICOLA MD 380000 5501 28357 413858 DANIEL BROOKS MD 276322 4705 28730 309757 SHARON LOFTUS ESQ 274039 5889 15008 294936 BRUCE E EDWARDS 263846 5076 29000 297922 DAVID W CARLETON 249040 4327 38249 291616 BRYAN J RANDALL 329212 5145 30940 365297 THOMAS PANGBURN MD 342025 21427 30939 394391 RONALD D LECKEY MD 291408 28762 30877 351047 MICHAEL BARTON MD 226878 56701 30827 314406 DAVID THIMONS DO 407446 9308 26953 443707 EDWIN PAGE 260613 21242 29014 310869 A THE HOSPITAL AUTHORITY OF THE COUNTY OF BEAVER 251247712 074863FX4 2012-01-19 72496375 Refund Issue Dated 08/4/1998 false false false A 5855000 72496375 840042 71656333 true false true true A false true false false false false true A true Part II, Column A, Line 11: The other spent proceeds relate to the refunding proceeds of the issue. LINDA MARSHALLRN sister in law of Board member 34793 Registered Nurse for Hospital false Part IV Line 1 Linda Marshall is sister in law of VMF board member Joan Marshall Linda worked for Heritage Valley, Sewickley as an R.N. Pt VI, Line 6 Heritage Valley Health System is the sole member of Valley Medical Facilities Pt VI, Line 7a the Sole Member, Heritage Valley Health System, appoints the members of the governing body. 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 Corporation's Board of Directors, with right to remove the elected Directors, with or without cause; 2. Amend or approve amendments to the Corporation's Articles of Incorporation or Bylaws; 3. Approve any voluntary dissolution, merger or consolidation of the Corpoartion; 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 Certain non-merit employees with job responsibilities that provide an opportunity to influence business decisions are required to sign the Conflict of Interest form annually. These Conflict of Interest statements are reviewed annually by the Department Director and System Director for Corporate Compliance to determine if a conflict exists. Form 990, Part IX, Line 24f TELEPHONE 1179012. 1179012. 0. 0. POSTAGE AND SHIPPING 282034. 282034. 0. 0. FEES, ADMIN AND OTHER 4941758. 4831456. 110302. 0. DUES 238423. 149738. 88685. 0. EQUIPMENT RENTAL AND MAINTENACE 9330626. 9330533. 93. 0. Any potential conflicts are referred to the appropriate Vice President and Human Resources to confirm and resolve the conflict. For Merit Employees, Conflict of Interest statements are reviewed annually by the Department Manager, Vice President or CEO. Any potential conflicts are managed by the CEO. Other Potentially Interested Parties, such as Board Members, Officers and Highly Compensated employees sign a statement annually which affirms such person has received a copy of the Conflict of Interest Policy, has read and understands the policy, has agreed to comply with the policy, and understands that the Organization is a charitable organization and that in order to maintain its Federal Tax Exemption it must engage primarily in activities which accomplish one or more of its tax exempt purposes. The Chairperson of the Board reviews annually a summary of the disclosure statements so that the Board Members are familiar with potential conflicts. Pt VI, Line 12c Section B Line 14- The Organization has a record retention policy which provides for the retention of business and medical records, including destruction. Pt VI, Line 15a Based on operational performance, there were no increases Pt VI, Line 15b provided to the Organization's CEO or other members of the Senior Management Team during this timeframe. In addition, there was no review conducted by independent persons. 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 Line #5. 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. . Pt VI, Line 2 Mary Kirsch, CPA, Board Member of the Organization is a Senior Financial Manager of Simio, LLC of which Dennis Pedgen, another Board Member of the Organization owns more than 35%. 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 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 CONSOLIDATED SUPPLY CHAIN SERVICES 420 ROUSER ROAD MOON TOWNSHIP PA 15108 271055405 Group Purchasing PA HERITAGE VALLEY HEALTH SYSTEM excluded from tax false false 0.00000 HEALTHCARE SOFTWARE COLLABORATIVE LLC 720 BLACKBURN ROAD SEWICKLEY PA 15143 300475268 Information Technologies PA HERITAGE VALLEY HEALTH SYSTEM excluded from tax 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 excluded from tax false false 0.00000 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 PO BOX 1051 GRAND CAYMAN CJ PROFESSIONAL LIABILITY CAPTIVE CJ HERITAGE VALLEY HEALTH SYSTEM C 0.00000 false false true false false false false false false true false false true true true true true false true