HERITAGE VALLEY HEALTH SYSTEM INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HERITAGE VALLEY HEALTH SYSTEM INC (EIN 25-1801532)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201231369349303138
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T09:06:47-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ONE PPG PLACE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251801532 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALLEY MEDICAL FACILITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VALL | NameControl |
| Phone | 4127416600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 BLACKBURN ROAD | AddressLine1 |
| City | SEWICKLEY | City |
| State | PA | State |
| ZIP Code | 15143 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRYAN J RANDALL | Name |
| Title | VICE PRESIDENT, FINANCE & CFO | Title |
| Phone | 4127416600 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUDY BILICH | Name |
| Phone | 4123387200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRYAN J RANDALL VICE PRESIDENT FINA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 BLACKBURN ROAD | AddressLine1 |
| City | SEWICKLEY | City |
| State | PA | State |
| ZIP Code | 15143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 480034843 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.heritagevalley.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | To improve the health and well-being of all people in the communities we serve. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3640 | TotalNbrEmployees |
| Total Nbr Volunteers | 237 | TotalNbrVolunteers |
| Total Gross UBI | 7888951 | TotalGrossUBI |
| Contributions Grants Prior Year | 4110190 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4511327 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 343058124 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 344681490 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13213187 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16389229 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 15983501 | OtherRevenuePriorYear |
| Other Revenue Current Year | 16243661 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 376365002 | TotalRevenuePriorYear |
| Total Revenue Current Year | 381825707 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 183518 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 592275 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 195667147 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 213372388 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 159716610 | OtherExpensePriorYear |
| Other Expenses Current Year | 163980970 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 355567275 | TotalExpensesPriorYear |
| Total Expenses Current Year | 377945633 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 20797727 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3880074 | RevenuesLessExpensesCY |
| Total Assets BOY | 413937018 | TotalAssetsBOY |
| Total Assets EOY | 431023093 | TotalAssetsEOY |
| Total Liabilities BOY | 199266592 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 188130241 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 214670426 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 242892852 | NetAssetsOrFundBalancesEOY |
| Mission Description | To improve the health and | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 367560876 | Expense |
| Revenue | 343684432 | Revenue |
| Description | 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 25,907 INPATIENT ADMISSIONS, 1,777 NEWBORN ADMISSIONS, AND 121,052 INPATIENT DAYS. THE FACILITIES ALSO ENCOUNTERED 100,868 EMERGENCY ROOM VISITS, 18,137 OUTPATIENT SURGERIES, 226 OPEN HEART PROCEDURES, 3,138 CARDIAC CATHETERIZATIONS AND 313,885 DIAGNOSTIC IMAGING PROCEDURES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1405251 | Expense |
| Revenue | 997058 | Revenue |
| Description | SCHOOL OF NURSING TO PROMOTE AND PROVIDE SUPPORT TO THE HOSPITALS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 368966127 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Financial Stmt Attached | true | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 137 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3640 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FINANCE DEPARTMENT CO VALLEY MEDICA | NamePerson |
| Telephone Number | 4127416600 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 ROUSER ROAD SUITE 201 | AddressLine1 |
| City | MOON TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 15108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Key EmployeeKeyEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| NORMAN F MITRY | |||||||
| President | 40.00 | X | X | X | 499425 | 0 | 44285 |
| RICHARD HOGAN MD | |||||||
| Director | 40.00 | X | 0 | 328756 | 24367 | ||
| RICHARD KIM MD | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| JAMES SCIBILIA MD | |||||||
| Director | 40.00 | X | 0 | 392962 | 35136 | ||
| LYNN GEORGE PHD | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| JOSEPH BECHERER | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| A GARY CHACE | |||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 | |
| GR ORR III | |||||||
| Vice Chair | 2.00 | X | X | 0 | 0 | 0 | |
| THOMAS JOHNSON ESQ | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| ALLEN WOLFERT MD | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| DAVID MOTLEY | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| ALEXANDER VASILAKIS MD | |||||||
| Director | 40.00 | X | 0 | 527054 | 37107 | ||
| DANIEL J NADLER MD | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| DENNIS PEGDEN | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| DAVID M RAFALKO MD | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| JOHANNAH ROBB CPA | |||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | |
| SCOTT M ELSTE | |||||||
| Director | 2.00 | X | 0 | 0 | 0 | ||
| LAURA A VASSAMILLET | |||||||
| Director | 2 | X | |||||
| GARRY HOGAN | |||||||
| Chairman | 2 | X | X | ||||
| MARY KIRSCH | |||||||
| Director | 2 | X | |||||
| THOMAS ARBOGAST | |||||||
| Director | 2 | X | |||||
| DAVID ATCHESON DMD | |||||||
| Director | 2 | X | |||||
| TIMOTHY W MERRILL JR | |||||||
| Director | 2 | X | |||||
| J ZDUNEK DO | |||||||
| Director | 40 | X | 299150 | 20970 | |||
| DANIEL BROOKS MD | |||||||
| V.P. Community Health | 40 | X | 297138 | 38436 | |||
| SHARON LOFTUS ESQ | |||||||
| V.P. & Deputy General Counsel/Asst. Secretary | 40 | X | X | 240963 | 10881 | ||
| BRUCE E EDWARDS | |||||||
| V.P. Human Resources | 40 | X | 244355 | 36103 | |||
| DAVID W CARLETON | |||||||
| CIO | 40 | X | 204617 | 42592 | |||
| RICHARD P BEAVER | |||||||
| V.P. Quality & Support Services | 40 | X | 189231 | 20380 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4742955 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2634805 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 762745 | TotalOtherCompensation |
| Number Individuals GT100 K | 93 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WESTERN PENNSYLVANIA ANESTHESIA ASSOC | |||||
| PO BOX 643483 | PITTSBURGH | PA | 15264 | Professional Services | 2650000 |
| HEALTHCARE BUSINESS SOLUTIONS | |||||
| 184 WINIFRED DRIVE | TOTOWA | NJ | 152191408 | Professional Services | 1065912 |
| ALLSCRIPTS | |||||
| 24630 NETWORK PLACE | CHICAGO | IL | 60673 | Computer Professional Services | 935073 |
| OHIO VALLEY PERFUSION ASSOCIATES INC | |||||
| 628 SCOTT RIDGE RD | HARMONY | PA | 16037 | Professional Services | 871539 |
| BEAVER ANESTHESIA ASSOCIATES | |||||
| PO BOX 237 | NEW BRIGHTON | PA | 15066 | Professional Services | 791667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 35 | NumberOfContractorsGT100K |
| Government Grants | 4152462 | GovernmentGrants |
| All Other Contributions | 358865 | AllOtherContributions |
| Noncash Contributions | 73028 | NoncashContributions |
| Total Contributions | 4511327 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|
| All other Patient Payments | 900099 | 169331953 | 329788 |
| Medicare HMO Payments | 900099 | 100319921 | |
| Medicare/Medicaid payments | 900099 | 59325922 | |
| Medicaid HMO Payments | 900099 | 15703694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 344681490 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3910781 | TotalRevenueColumn |
| Exclusion | $3,910,781 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 110687584 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 97954312 | Securities |
| Other | 254824 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12733272 | Securities |
| Other | -254824 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12478448 | TotalRevenueColumn |
| Exclusion | $12,478,448 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| Sale of Drugs | 900099 | 7540538 | 7540538 | |
| Nursing Tuition | 900099 | 759145 | 759145 | |
| Six-Sigma Training | 900099 | 18625 | 18625 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7925353 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1546785 | RelatedOrExemptFunctionIncome |
| Exclusion | $6,378,568 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 16243661 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 381825707 | TotalRevenueColumn |
| Related Or Exempt Function Income | 346657632 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 7888951 | UnrelatedBusinessRevenue |
| Exclusion | $22,767,797 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 592275 | Total |
| Program Services | 592275 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5294973 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5294973 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163187395 | Total |
| Program Services | 160011372 | ProgramServices |
| Management And General | 3176023 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11856683 | Total |
| Program Services | 11856683 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22432471 | Total |
| Program Services | 22432471 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10600866 | Total |
| Program Services | 10473914 | ProgramServices |
| Management And General | 126952 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311138 | Total |
| Program Services | 204914 | ProgramServices |
| Management And General | 106224 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 249738 | Total |
| Program Services | 249738 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19362 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 19362 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131194 | Total |
| Program Services | 131194 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1410847 | Total |
| Program Services | 1410847 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3506464 | Total |
| Program Services | 3506464 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3675141 | Total |
| Program Services | 3624561 | ProgramServices |
| Management And General | 50580 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397030 | Total |
| Program Services | 377482 | ProgramServices |
| Management And General | 19548 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98466 | Total |
| Program Services | 98466 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3685602 | Total |
| Program Services | 3685602 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25788506 | Total |
| Program Services | 25788506 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Medical and other Supplies | 54617220 | 54579797 | 37423 | 0 |
| other outside services | 25620370 | 25527885 | 92485 | 0 |
| drugs | 17455688 | 17455688 | 0 | 0 |
| Bad Debts | 13398720 | 13398720 | 0 | 0 |
| Equipment Rental and Maintenace | 8483216 | 8483097 | 119 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5132268 | Total |
| Program Services | 5076451 | ProgramServices |
| Management And General | 55817 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 377945633 | Total |
| Program Services | 368966127 | ProgramServices |
| Management And General | 8979506 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3174118 | BOY |
| EOY | 2408532 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4718717 | BOY |
| EOY | 4951181 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 228679 | BOY |
| EOY | 261810 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32467840 | BOY |
| EOY | 34345834 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6176996 | BOY |
| EOY | 6295147 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12025117 | BOY |
| EOY | 8694627 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 420586689 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 254198286 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 164101364 | BOY |
| EOY | 166388403 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153777208 | BOY |
| EOY | 161173087 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36717567 | BOY |
| EOY | 45969354 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 549412 | BOY |
| EOY | 535118 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413937018 | BOY |
| EOY | 431023093 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40936672 | BOY |
| EOY | 44345448 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70886891 | BOY |
| EOY | 68484757 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7638931 | BOY |
| EOY | 10165125 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79804098 | BOY |
| EOY | 65134911 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199266592 | BOY |
| EOY | 188130241 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201534888 | BOY |
| EOY | 228109944 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7054948 | BOY |
| EOY | 8408274 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6080590 | BOY |
| EOY | 6374634 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 214670426 | BOY |
| EOY | 242892852 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413937018 | BOY |
| EOY | 431023093 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3880074 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 24342352 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $19,362 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $60,035 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 79397 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt II-B Line 1i | Identifier |
| Explanation | 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 259195000 | BeginningOfYearBalance |
| Contributions | 4906000 | Contributions |
| Investment Earnings Or Losses | 27943000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 21000 | GrantsOrScholarships |
| Other Expenditures | 5978000 | OtherExpenditures |
| Administrative Expenses | 1462000 | AdministrativeExpenses |
| End Of Year Balance | 284583000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 240777000 | BeginningOfYearBalance |
| Contributions | 4160000 | Contributions |
| Investment Earnings Or Losses | 28999000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 21000 | GrantsOrScholarships |
| Other Expenditures | 13230000 | OtherExpenditures |
| Administrative Expenses | 1490000 | AdministrativeExpenses |
| End Of Year Balance | 259195000 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 284125000 | BeginningOfYearBalance |
| Contributions | 846000 | Contributions |
| Investment Earnings Or Losses | -38472000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 21000 | GrantsOrScholarships |
| Other Expenditures | 4884000 | OtherExpenditures |
| Administrative Expenses | 817000 | AdministrativeExpenses |
| End Of Year Balance | 240777000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.94800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2285807 | OtherCostOrOtherBasis |
| Book Value | 2285807 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 142487112 | OtherCostOrOtherBasis |
| Depreciation | 76624124 | Depreciation |
| Book Value | 65862988 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1658059 | OtherCostOrOtherBasis |
| Depreciation | 421502 | Depreciation |
| Book Value | 1236557 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 261915619 | OtherCostOrOtherBasis |
| Depreciation | 173843567 | Depreciation |
| Book Value | 88072052 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12240092 | OtherCostOrOtherBasis |
| Depreciation | 3309093 | Depreciation |
| Book Value | 8930999 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 166388403 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Interest in Assets Held by Foundations | 9325411 | F |
| Other Investments | 144587 | F |
| Commingled Funds | 29505202 | C |
| Alternative Investments | 6994154 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 45969354 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Workers Comp reserve long term | $2,670,973 |
| Accrued pensions and other long term liabilities | $62,463,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 65134911 | TotalOfAmounts |
| Total Revenue | 381825707 | TotalRevenue |
| Total Expenses | 377945633 | TotalExpenses |
| Excess Or Deficit For Year | 3880074 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 9485704 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 434330 | DonatedServicesAndFacilities |
| Other | $14,422,318 | OtherAmount |
| Total Adjustments | 24342352 | TotalAdjustments |
| Excess Or Deficit Per FS | 28222426 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 380908526 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 380908526 | RevenueSubtotal |
| Other Revenues Not Included | 917181 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 917181 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 381825707 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 377784903 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 377784903 | ExpensesSubtotal |
| Other Expenses Not Included | 160730 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 160730 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 377945633 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt V Line 4 | Board designated assets are unrestricted funds under the control |
| Pt X | Line #2 Valley Medical Facilities (VMF) has adopted the uncertain |
| Pt XI Line 8 | Pension obligation adjustment, repayment of Medcare investment from Sewickley Valley Medical Group |
| Pt XII Line 4b | Other Adjustments: Restricted Fund Income |
| Pt XIII Line 4b | Other Adjustments: Restricted Fund Expenses tax provisions of ASC 740 as of July 1, 2010. There was no material impact as a result of the adoption. VMF does not have any material uncertain tax positions. VMF does not expect a material change |
| Pt XIII Line 4b | IN THE ASC 740 UNCERTAIN TAX POSITIONS IN THE NEXT 12 MONTHS. 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 UN |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent400 | X | Pcent400 |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | true | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | true | ExpensesExceededBudget |
| Unable To Provide Care | false | UnableToProvideCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 6703185 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 6703185 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01770 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 34355986 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 21284424 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 13071562 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03460 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 41059171 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 21284424 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 19774747 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05230 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 202891 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 124963 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 77928 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 1441453 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 997058 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 444395 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00120 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 524730 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 400414 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 124316 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00030 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 2169074 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 1522435 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 646639 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00170 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 43228245 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 22806859 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 20421386 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.05400 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 3245 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 3245 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 92885 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 92885 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 81319 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 81319 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00020 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 177449 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 177449 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00040 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | false | BadDebtExpenseReported |
| Bad Debt Expense | $5,955,856 | BadDebtExpenseAmount |
| Amount Attributable To | 2977928 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 157610121 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 163225481 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | -5615360 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | X | CostAccountingSystem |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
| Number Of Hospital Facilities | 2 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (2 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Er24 HoursEr24Hours |
|---|---|---|---|---|---|---|---|---|
| HERITAGE VALLEY BEAVER | ||||||||
| 1 | 1000 DUTCH RIDGE ROAD | BEAVER | PA | 15009 | X | X | X | X |
| HERITAGE VALLEY SEWICKLEY | ||||||||
| 2 | 720 BLACKBURN ROAD | SEWICKLEY | PA | 15143 | X | X | X | |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB (2 entries)
| Hospital Facility NumberHospitalFacilityNumber | CHNA ConductedCHNAConducted | Community DefinitionCommunityDefinition | How Data ObtainedHowDataObtained | Community Health NeedsCommunityHealthNeeds | Needs Assessment ConductedNeedsAssessmentConducted | Take Into AccountTakeIntoAccount | Other FacilitiesOtherFacilities | CHNA Widely AvailableCHNAWidelyAvailable | Adopt Implement StrategyAdoptImplementStrategy | Execute Implement StrategyExecuteImplementStrategy | All Needs AddressedAllNeedsAddressed | Eligibility Criteria ExplainedEligibilityCriteriaExplained | Uses FPG FreeUsesFPGFree | FPG Free PercentFPGFreePercent | Uses FPG DiscountedUsesFPGDiscounted | FPG Discount PercentFPGDiscountPercent | Explains BasisExplainsBasis | Income LevelIncomeLevel | Explains Application MethodExplainsApplicationMethod | Includes Publicity MeasuresIncludesPublicityMeasures | Available On RequestAvailableOnRequest | Actions On NonpaymentActionsOnNonpayment | Permit Report To Credit AgencyPermitReportToCreditAgency | Collection ActivitiesCollectionActivities | Report To Credit AgencyReportToCreditAgency | Notify Upon AdmissionNotifyUponAdmission | Notified All PatientsNotifiedAllPatients | Documented DeterminationDocumentedDetermination | Nondiscrim Emergency Care PolicyNondiscrimEmergencyCarePolicy | Used Other MethodUsedOtherMethod | Amounts Generally BilledAmountsGenerallyBilled | Gross ChargesGrossCharges |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE VALLEY BEAVER | ||||||||||||||||||||||||||||||||
| 1 | true | X | X | X | 09 | true | true | false | X | X | false | true | true | 300 | true | 450 | true | X | true | true | X | true | X | true | X | X | X | X | true | X | false | false |
| HERITAGE VALLEY SEWICKLEY | ||||||||||||||||||||||||||||||||
| 2 | true | X | X | X | 09 | true | true | false | X | X | false | true | true | 300 | true | 450 | true | X | true | true | X | true | X | true | X | X | X | X | true | X | false | false |
Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Other Facilities | 12 | NumberOfOtherFacilities |
Other Facilities OtherFacilities (12 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Facility TypeFacilityType |
|---|---|---|---|---|
| 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 |
| 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) | ||||
| 280 OHIO RIVER BLVD | BADEN | PA | 15005 | Laboratory Services |
| SEWICKLEY - HERITAGE VALLEY HEALTH CENTER | ||||
| 935 THORN RUN ROAD | MOON TWP | PA | 15108 | Outpatient Surgery |
| SEWICKLEY - HERITAGE VALLEY OPEN MRI AND LABORATORY DRAW SITE | ||||
| ROBINSON PLAZA THREE SUITE 210B PAR | 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 | Psychiatric Services |
Form990 Schedule H Part VI Form990ScheduleHPartVI (285 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 3c | Part 1. Line 3C: The Organization provides charity care to |
| Pt I Line 3c | qualifying individuals and families based on a sliding scale, using |
| Pt I Line 3c | Federal Health & Human Services Poverty Guidelines accounting for family |
| Pt I Line 3c | size at 300% of the poverty level for free care, a 75% discount for |
| Pt I Line 3c | families at 350%, a 50% discount for families at 400% |
| Pt I Line 3c | and a 25% discount for families at 450% |
| Pt I Line 6a | Part 1 Line 6a See attached Community Benefit Report. |
| Pt I Line 7g | Part 1 Line 7g Family Medicine & Family Planning Clinic Subsidy |
| Pt III Line 4 | There is no bad debt footnote required for the financial statements |
| Pt III Line 4 | audited by Deloitte & Touche LLP. Cost of bad debts in Lines 2 and 3 is |
| Pt III Line 4 | based on calculations of cost to charges applied to bad debt charges. |
| Pt III Line 8 | The Organization believes the entire shortfall of reimbursement |
| Pt III Line 8 | versus cost ($5,615,360) should be considered community benefit |
| Pt III Line 8 | since it results in a loss therefore lessening government burden. Costs associated with |
| Pt III Line 8 | 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 |
| Pt III Line 9b | reference to the fact that patients are provided several options, |
| Pt III Line 9b | one of which being the application for Charity Care in satisfying the |
| Pt III Line 9b | outstanding balance of their account. If the patient pursues Charity |
| Pt III Line 9b | Care, there is a separate policy detailing the steps |
| Pt III Line 9b | required to qualify for Charity Care. |
| Pt VI Line 2 | The Organization assesses community health care needs |
| Pt VI Line 2 | in several ways. Utilization of services, especially inpatient and |
| Pt VI Line 2 | emergency department, are reviewed at least annually to determine the top |
| Pt VI Line 2 | reasons for admission/seeking care. Available health statistics data is |
| Pt VI Line 2 | reviewed at least annually from the Pennsylvania Department of Health to |
| Pt VI Line 2 | measure the status of health conditions in Beaver and Allegheny Counties |
| Pt VI Line 2 | including data on performance compared to Healthy People in 2010. |
| Pt VI Line 2 | Administration is in continuing dialogue with its Medical Staff and other |
| Pt VI Line 2 | health professionals regarding community health needs. |
| Pt VI Line 2 | Periodically the organization holds a strategic planning process |
| Pt VI Line 2 | for selected service lines. Previous strategic clinical planning study |
| Pt VI Line 2 | groups have included the topics of diabetes care, breast health, emergency |
| Pt VI Line 2 | services and cardiology. In 2009, the Organization completed a |
| Pt VI Line 2 | Community Health Needs Assessment. The assessment included 600 household |
| Pt VI Line 2 | telephone surveys conducted by an area market research firm with |
| Pt VI Line 2 | additional input gathered from patients, employees, medical staff, |
| Pt VI Line 2 | citizens and management. The assessment affirmed the Organizations's |
| Pt VI Line 2 | current Community Health Services and indicated some additional areas to |
| Pt VI Line 2 | consider for expansion. |
| Pt VI Line 3 | The Organization is committed to assisting all self |
| Pt VI Line 3 | pay patients in applying for State Medicaid. Currently the Organization |
| Pt VI Line 3 | engages a third party service to interview and complete the Medicaid |
| Pt VI Line 3 | application on all patients admitted with no health insurance. |
| Pt VI Line 3 | During the application process, patients are made aware of the Charity Care |
| Pt VI Line 3 | Program in the event they are denied State Medicaid. The financial |
| Pt VI Line 3 | information obtained during this process is used in determining if the |
| Pt VI Line 3 | patients qualify for the Charity Care Program. |
| Pt VI Line 3 | If the patient is denied for Medicaid, they receive monthly statements |
| Pt VI Line 3 | reflecting the outstanding balance owed. The Organization makes the |
| Pt VI Line 3 | patients aware of the Charity Care Program on the back side of all self pay |
| Pt VI Line 3 | patient statements. The statement directs all inquiries regarding Charity |
| Pt VI Line 3 | Care to the Patient Accounting Department. The patients are provided with |
| Pt VI Line 3 | the guidelines of the program at the point they contact Patient Accounting. |
| Pt VI Line 3 | This phone call usually results in the application along with the current |
| Pt VI Line 3 | guidelines being mailed to the patient for completion. |
| Pt VI Line 3 | In addition, reference to the Charity Care Program is included in the |
| Pt VI Line 3 | "Patient Guide" which is provided to all patients admitted. |
| Pt VI Line 4 | Service Area & Population - the Organization serves |
| Pt VI Line 4 | residents in the Western Pennsylvania counties of Allegheny, Beaver, Butler |
| Pt VI Line 4 | and Lawrence; Columbiana County in Eastern Ohio; and the panhandle |
| Pt VI Line 4 | of West Virginia. Our primary service area includes all of Beaver County, |
| Pt VI Line 4 | Northwestern Allegheny County, Southwestern Butler County, Southern |
| Pt VI Line 4 | Lawrence County, Eastern Columbiana County (Ohio), and Hancock and Brooke |
| Pt VI Line 4 | Counties (West Virginia). The population in our primary service |
| Pt VI Line 4 | area is approximately 458,000 people. The area is predominantly |
| Pt VI Line 4 | surburban although it includes towns, boroughs and rural areas. |
| Pt VI Line 4 | Selected Demographic Statistics |
| Pt VI Line 4 | Beaver County is emphasized as a plurality of the Organization's patients |
| Pt VI Line 4 | are residents of this county. |
| Pt VI Line 4 | The percentage of those 65 and older ranges from a low of 15.3% in |
| Pt VI Line 4 | Butler County to a high of 19.4% in Brooke County; Beaver County is 18.3%, |
| Pt VI Line 4 | substantially higher than the United States average of 12.9%. |
| Pt VI Line 4 | Median household income ranges from a low of $39,004 in Columbiana |
| Pt VI Line 4 | County to a high of $54,803 in Butler County; Beaver County is $44,557. |
| Pt VI Line 4 | substantially lower than the United States average of $50,221. |
| Pt VI Line 4 | The percentage of those below the poverty level ranges froma low of |
| Pt VI Line 4 | 8.9% in Butler County to a high of 16.4% in Columbiana County; Beaver |
| Pt VI Line 4 | County is 11.5%, substantially lower than the United States average of 14.3%. |
| Pt VI Line 4 | Uninsured adults ranges from a low of 9% in Allegheny and Butler |
| Pt VI Line 4 | Counties to a high of 26% in Columbiana County; Beaver County is 12% |
| Pt VI Line 4 | In Summary, the Organization's service area is older and less affluent |
| Pt VI Line 4 | than the United States average but the percentage at or below the poverty level is |
| Pt VI Line 4 | lower as the National Average includes inner cities. |
| Pt VI Line 4 | In Fiscal 2010, Medicaid was 7.0 Percent of net patient revenue at the |
| Pt VI Line 4 | Sewickley Campus and 6.4 percent at the Beaver Campus for a Weighted |
| Pt VI Line 4 | Average of 6.6 Percent. This is typical for most suburban service areas. |
| Pt VI Line 4 | In our community health needs assessment survey, 9.3% of the adult |
| Pt VI Line 4 | respondents stated that they did not have health insurance coverage of some |
| Pt VI Line 4 | kind. In comparison, 13% of Pennsylvania adults reported no health |
| Pt VI Line 4 | insurance. However, the Pennsylvania result is for adults aged 18 to 64, |
| Pt VI Line 4 | while the needs assessment included some people over age 60, of whom only |
| Pt VI Line 4 | 4% reported not having health insurance of some kind. Rates of adults |
| Pt VI Line 4 | without health insurance are expected to climb until unemployment levels |
| Pt VI Line 4 | decrease when the current economic recession starts to abate. |
| Pt VI Line 4 | Medically Underserved Areas (MUAS) & Medically Underserved Populations (MUPS) |
| Pt VI Line 4 | MUAS in the Organization's primary service area include: |
| Pt VI Line 4 | Beaver Falls (Part) |
| Pt VI Line 4 | Bridgewater |
| Pt VI Line 4 | Aliquippa (Part) |
| Pt VI Line 4 | Coraopolis |
| Pt VI Line 4 | Mars |
| Pt VI Line 4 | MUPS in the Organizations's service area include: |
| Pt VI Line 4 | Columbiana County-Medicaid eligible population. |
| Pt II | Executive Summary- During Fiscal 2011, the Organization |
| Pt II | participated in over ninety activities providing community benefit. |
| Pt II | A selection of these activities included: |
| Pt II | *Participated in eight (8) major health fairs providing free |
| Pt II | screenings & health information. |
| Pt II | *Presented health & wellness information, including mental health |
| Pt II | issues, at various school & community group events. |
| Pt II | *Sponsored five (5) monthly support groups and working with six (6) |
| Pt II | other monthly support groups. |
| Pt II | *Provided manikins to local first responder organizations for CPR |
| Pt II | Certification activities. |
| Pt II | *Day of caring participants - value of donated time - $6,916. |
| Pt II | *Participated in local school career days. |
| Pt II | *Provided free clinical services or donating medical equipment to |
| Pt II | several community not-for-profit organizations. |
| Pt II | The organization also subsidizes various programs that benefit both the |
| Pt II | health and well being of the patients in the communities we serve and the |
| Pt II | students seeking to further their education in the health services field. |
| Pt II | Examples of these programs include: |
| Pt II | Family Medicine and Family Planning Clinics |
| Pt II | School of Nursing |
| Pt II | COMMUNITY HEALTH EDUCATION & OUTREACH |
| Pt II | *Maternal & Child health staff at Heritage Valley, Sewickley-conducted |
| Pt II | over fifteen (15) sessions of different prenatal education topics |
| Pt II | and also provided support groups for pregnancy loss and new mothers. |
| Pt II | *Staff of the Community Health Services Department participated in |
| Pt II | forty-seven (47) health fairs/education sessions. |
| Pt II | *Car Seats are rented at discounted rates to parents in |
| Pt II | need for safe transport of newborns. |
| Pt II | *Family Medicine Residents provided free physicals and provided |
| Pt II | health education on smoking avoidance and sex education. |
| Pt II | *The Hospital Division Laboratory provided three hundred sixty eight (368) legal alcohol test for area |
| Pt II | police departments and alsoassisted with student high school projects and community health fairs. |
| Pt II | *Womens's Health Center staff performed approximately six-hundred seventy-five |
| Pt II | (675) osteoporosis health screenings at nineteen (19) community |
| Pt II | events or for patients and visitors at the Women's Health Center. |
| Pt II | *The Sterile Processing Department lends manikins to local |
| Pt II | fire departments, EMS units and police for CPR certification activities. |
| Pt II | *Nutrition services staff participated in twelve (12) |
| Pt II | community events. |
| Pt II | *School of Nursing faculty and staff provided over six |
| Pt II | hundred and forty (640) hours of community service at |
| Pt II | twenty-five (25) events. |
| Pt II | *Management and staff from several departments participated in |
| Pt II | local school career days; the organization was a participant |
| Pt II | in the Ground Hog Job Shadow Day. |
| Pt II | *Heritage Valley-Beaver Laboratory services worked with |
| Pt II | high school students on science fair projects. |
| Pt II | *Community groups use the conference center/education center |
| Pt II | at the hospitals for meetings; the pro-rated facility |
| Pt II | cost of these meetings was $17,939. |
| Pt II | COMMUNITY-BASED CLINICAL SERVICES |
| Pt II | *The Family Medicine Clinic (Beaver Falls) conducts free |
| Pt II | physicals for the foster grandparent program. |
| Pt II | *The Laboratory provided legal alcohol tests for area police departments at a testing cost of |
| Pt II | $3,496 and also spent $295 in supply costs for assisting with student high |
| Pt II | school projects and community health fairs for a total expense of $3,791. |
| Pt II | HEALTHCARE SUPPORT SERVICES |
| Pt II | *The Organization sponsors or works directly with five (5) support |
| Pt II | groups that meet monthly at an Organization Hospital or in the |
| Pt II | community; the Organization is involved in another six (6) support groups |
| Pt II | that meet monthly in various community settings. |
| Pt II | DONATIONS TO NOT-FOR-PROFIT ORGANIZATIONS |
| Pt II | *Payments to local municipalities (in lieu of taxes) - $59,000 |
| Pt II | *Donation of a parcel of land on the Beaver Campus for the |
| Pt II | Brighton Township Volunteer Fire Department at a cost of $3,245. |
| Pt II | *The Organization sponsored events held by community |
| Pt II | not-for-profit organizations and donated $62,500 to these |
| Pt II | organizations (net of value received.) |
| Pt II | *Donation to Cameos of Caring - $5,530. |
| Pt II | *Donation of Various equipment and supplies valued |
| Pt II | at $18,528, to third world countries. |
| Pt II | *Donation of an overhead projector to St. Anne School. |
| Pt II | MEDICAL EDUCATION |
| Pt II | *---SCHOOL OF NURSING SUBSIDY - $412,897 |
| Pt II | The Organization serves as a site for numerous health |
| Pt II | and adminstrative/professional internships and administrating nursing |
| Pt II | students from Community College of Beaver County, Robert Morris |
| Pt II | University and Kent State who use the Organization as a site for clinical |
| Pt II | training with no tuition or monetary reimbursement. Coordination |
| Pt II | of these unpaid internships requires approximately 900 hours |
| Pt II | of staff time, valued at $31,498. |
| Pt II | SUBSIDIZED HEALTH SERVICES |
| Pt II | *Family Medicine Clinic & Family Planning Clinic (Beaver Falls) |
| Pt II | - $124,316 loss. (excluding estimated Medicaid & |
| Pt II | Medicare underpayments separately reported) |
| Pt II | *Nutritional Counseling Services are subsidized - $77,928 |
| Pt II | The Organization is committed to offering a robust range of services to meet |
| Pt II | community needs; therefore some services such as Emergency Department |
| Pt II | services & Maternal/Child Health services are operated with significant |
| Pt II | subsidies. |
| Pt II | MEDICAL STAFF PRIVILEGES |
| Pt II | *Both the Beaver and Sewickley campuses have open medical staffs and |
| Pt II | privileges are granted to qualified physicians who meet established |
| Pt II | criteria. |
| Pt II | *Only four departments have contractual arrangements so that |
| Pt II | physicians with privileges must belong to the contracting physician group: |
| Pt II | Emergency Deparment, Radiology, Pathology and Anesthesia. These are 'hospital-based' |
| Pt II | physician specialties and such contractual arrangements are typical. All |
| Pt II | other departments are open to independent, qualified applicants. |
| Pt II | IMPROVEMENTS IN PATIENT CARE AND MEDICAL EDUCATION |
| Pt II | *The Organization funds improvements in patient care and medical |
| Pt II | education in two ways: operating margin and grants from the two affiliated |
| Pt II | foundations. There are several means used by the Organization to improve |
| Pt II | patient care and support medical education: |
| Pt II | ----Qualified improvements for patient care, including Six |
| Pt II | Sigma/Lean Six Sigma methodology. |
| Pt II | ----Investment in facilities and equipment |
| Pt II | ----support of medical education |
| Pt II | ----support of community health services |
| Pt II | QUALITY IMPROVEMENTS IN PATIENT CARE |
| Pt II | The Organization has trained 120 people, including several physicians, in |
| Pt II | the Six Sigma/Lean Six Sigma quality improvement methodology and they have |
| Pt II | completed successful projects so they are now deemed "black belts" in this |
| Pt II | method. Some patient care performance highlights, as measured on the |
| Pt II | Organizations' Strategic Performance Index (balanced scorecard) include: |
| Pt II | *High levels of compliance to national patient safety goals |
| Pt II | and CMS measures(98% and 97%, respectively). |
| Pt II | *A patient fall rate of 1.8 per 1,000 patient |
| Pt II | days that has declined from 2.1 in fiscal year 2008, |
| Pt II | *and a hospital acquired infection index of 1.2% which has |
| Pt II | decreased from 1.3% in fiscal year 2008. |
| Pt II | INVESTMENTS IN FACILITIES AND EQUIPMENT |
| Pt II | ---The Organization has a significant capital budget, of approximately $30 |
| Pt II | million annually, primarily funded by operating margins. |
| Pt II | ---Both foundations support facility enhancements and equipment |
| Pt II | The Heritage Valley Sewickley Foundation supports the |
| Pt II | purchase of maternity and infant care equipment |
| Pt II | and educational equipment for the School of Nursing. |
| Pt II | Heritage Valley Beaver Foundation supports the purchase of |
| Pt II | cardiology and pediatric equipment. |
| Pt II | MEDICAL EDUCATION |
| Pt II | The Organization has a family practice residency program in Beaver Falls, |
| Pt II | with an associated clinic, and a School of Nursing in Moon Township. Both |
| Pt II | affiliated foundations offer Nursing School scholarships. |
| Pt II | COMMUNITY HEALTH SERVICES |
| Pt II | The Organization has a robust set of community health services |
| Pt II | which include: |
| Pt II | ---PEDIATRIC ASTHMA |
| Pt II | ---DIABETES |
| Pt II | ---PREGNANCY HEALTH SERVICES |
| Pt II | ---THE COMMUNITY ADVANCED ILLNESS PROGRAM (A Palliative care |
| Pt II | program for people at the end of life). |
| Pt II | ---A pilot program in childhood obesity operated in partnersip with the |
| Pt II | Quaker Valley School District and the Sewickley Valley YMCA and has been |
| Pt II | expanded to the Beaver and Rochester School Districts in Beaver County |
| Pt II | in partnership with the Beaver County YMCA. |
| Pt II | These services are supported through Grants from the Foundations. Also |
| Pt II | nutritional services counseling is a program subsidized from operating funds. |
| Pt VI Line 7 | Part VI Line 7: The Organization is a wholly owned subsidiary of |
| Pt VI Line 7 | Heritage Valley Health System, Inc. and provides inpatient and |
| Pt VI Line 7 | outpatient health care and related services to the residents of Beaver |
| Pt VI Line 7 | County, PA, and Northwestern Allegheny County, PA, and the surrounding |
| Pt VI Line 7 | areas through its two acute care hospitals: Heritage Valley, Beaver |
| Pt VI Line 7 | and Heritage Valley,Sewickley. |
| Pt VI Line 7 | The Organization is part of an independent, community-based |
| Pt VI Line 7 | health system, unaffiliated with any other health care system. |
| Pt VI Line 7 | The roles of the Organization and its affiliated foundations are |
| Pt VI Line 7 | documented elsewhere in this form. The contracted physician practices |
| Pt VI Line 7 | also participate in community health improvement efforts. Several |
| Pt VI Line 7 | physicians participated in the diabetes clinical program and several |
| Pt VI Line 7 | have met certain criteria to be identified under the NCQA's diabetes |
| Pt VI Line 7 | physician recognition program. Also, one of the senior pediatricians |
| Pt VI Line 7 | in Tri-State Pediatric Associates is a champion for the |
| Pt VI Line 7 | Organization's childhood obesity program. |
| Pt V Sec B 3 | Community input was gathered in 2 ways. 600 telephone surveys were |
| Pt V Sec B 3 | conducted by a research firm of adults in the service area, selected at random; |
| Pt V Sec B 3 | 83 members of the public answered a short version of the survey |
| Pt V Sec B 3 | through the health system's website. |
| Pt V Sec B 7 | It is not possible for the Organization to address every need of the |
| Pt V Sec B 7 | Community. See attached Community Benefit Report for a description |
| Pt V Sec B 7 | of services provided to the Community. |
| Pt V Sec B 19d | Uninsured individuals are expected to pay the equivalent |
| Pt V Sec B 19d | of the Medicare DRG case rate payment for inpatient accounts |
| Pt V Sec B 19d | or 45% of charges for outpatient accounts which represents |
| Pt V Sec B 19d | the average collection rate for Medicare outpatient accounts. |
| Pt V Sec B 4 | Heritage Valley Sewickley |
| Pt V Sec B 4 | Heritage Valley Beaver |
| Pt I Line 3c | Part I Line 3a should be marked as Other and the percentage |
| Pt I Line 3c | is 300% and Part 1 Line 3b should be marked as Other and |
| Pt I Line 3c | the percentage is 450%. Software issue prevented marking correctly. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|
| Tuition Reimbursement | 22 | 120072 | FMV | N/A |
| Educational Assistance | 136 | 296474 | FMV | N/A |
| Loan Forgiveness | 5 | 15000 | FMV | N/A |
| PHEAA/PELL Grants | 82 | 160729 | FMV | N/A2 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (20 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | Educational Assistance is granted to active, eligible full-time and part-time |
| Pt I Line 2 | employees. Current and future educational, training and staffing needs |
| Pt I Line 2 | of the Organization are taken into consideration when granting educational assistance. |
| Pt I Line 2 | The grade report for employees receiving educational assistance must show a grade of "C" or better |
| Pt I Line 2 | 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 |
| Pt I Line 2 | presently enrolled in Nursing School to obtain their RN License. The |
| Pt I Line 2 | applicant mut submit proof of acceptance into Nursing School, copies of |
| Pt I Line 2 | invoices, and proof of final grades maintaining at least a 2.0 GPA. |
| Pt I Line 2 | Scholarship recipients are contractually bound to certain employment |
| Pt I Line 2 | 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 |
| Pt I Line 2 | Organization who are enrolled in the Penn State BSN Program. The |
| Pt I Line 2 | receipient must be in good employment standing, and must submit proof of |
| Pt I Line 2 | grades with at least a 2.0 GPA and invoice for tuition. Recipients are bound |
| Pt I Line 2 | to certain employment stipulations, and if obligations are not met, the |
| Pt I Line 2 | payment may be pro-rated. |
| Pt I Line 2 | Pell is title IV funds provided by the Dept. of Education. |
| Pt I Line 2 | PHEAA is state grant funds provided by PA. |
| Pt I Line 2 | All funds are credited to student accounts. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (24 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|
| NORMAN F MITRY | |||||||||
| 490002 | 9423 | 30431 | 529856 | 529513 | |||||
| RICHARD HOGAN MD | |||||||||
| 311500 | 17256 | 13029 | 341785 | 329579 | |||||
| JAMES SCIBILIA MD | |||||||||
| 392562 | 400 | 22829 | 415791 | 415772 | |||||
| ALEXANDER VASILAKIS MD | |||||||||
| 500000 | 27054 | 22829 | 549883 | 493571 | |||||
| J ZDUNEK DO | |||||||||
| 200000 | 99150 | 10012 | 309162 | 269408 | |||||
| DANIEL BROOKS MD | |||||||||
| 275000 | 22138 | 27504 | 324642 | 303493 | |||||
| SHARON LOFTUS ESQ | |||||||||
| 240386 | 577 | 764 | 241727 | ||||||
| BRUCE E EDWARDS | |||||||||
| 235000 | 9355 | 25967 | 270322 | 264929 | |||||
| DAVID W CARLETON | |||||||||
| 190002 | 14615 | 33044 | 237661 | 222776 | |||||
| RICHARD P BEAVER | |||||||||
| 185001 | 4230 | 11012 | 200243 | 201619 | |||||
| BRYAN J RANDALL | |||||||||
| 210001 | 6058 | 25777 | 241836 | 241614 | |||||
| KATHY HARLEY | |||||||||
| 175000 | 13462 | 22165 | 210627 | ||||||
| LINDA HOMYK | |||||||||
| 150001 | 11539 | 27956 | 189496 | ||||||
| JOHN CINICOLA MD | |||||||||
| 321923 | 11274 | 333197 | |||||||
| JOHN LUELLEN MD | |||||||||
| 348696 | 34112 | 30105 | 412913 | 383089 | |||||
| THOMAS PANGBURN MD | |||||||||
| 321868 | 38563 | 30105 | 390536 | 411936 | |||||
| DAVID THIMONS DO | |||||||||
| 355592 | 2196 | 17055 | 374843 | ||||||
| RONALD D LECKEY MD | |||||||||
| 285991 | 48647 | 30023 | 364661 | 360023 | |||||
| EDWIN H PAGE MD | |||||||||
| 270310 | 38433 | 28237 | 336980 | 350559 | |||||
| ROSEMARY M NOLAN | |||||||||
| 211539 | 130983 | 18023 | 360545 | 299057 | |||||
| PETER MANOLUKAS DO | |||||||||
| 139253 | 56425 | 5037 | 200715 | 295259 | |||||
| JOHN CY WRIGHT MD | |||||||||
| 436990 | 4400 | 22829 | 464219 | 675881 | |||||
| GEORGE BRETT III MD | |||||||||
| 152092 | 11170 | 212 | 163474 | 406878 | |||||
| JAMES S MEDITCH JR MD | |||||||||
| 285203 | 1350 | 22829 | 309382 | 275481 | |||||
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 4a | Identifier |
| Explanation | Former COO was paid a severance package. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SEE SUPPLEMENTAL INFORMATION | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | see supplemental information | Relationship |
| Description Of Transaction | see supplemental information | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV (78 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part IV | A. Name of Interested Person |
| Part IV | B. Relationship between interested person and the organization |
| Part IV | C. Amount of Transaction |
| Part IV | D. Description of Transaction |
| Part IV | E. Sharing of Organization Revenues? (Y or N) |
| Part IV | 1. a - James Scibilia, M.D. |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $0 |
| Part IV | d - James Scibilia is a board member of Tri-State Pediatric Associates, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Pediatric Associates, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 2. a - J. Zdunek, D.O. |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $315,252 |
| Part IV | d - J. Zdunek is a board member of Tri-State Medical Group, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Medical Group, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 3. a - Richard Hogan, M.D. |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $0 |
| Part IV | d - Richard Hogan is a board member of Sewickley Valley Medical Group, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Sewickley Valley Medical Group, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 4. a - Garry Hogan |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $315,252 |
| Part IV | d - Garry Hogan is a board member of Tri-State Medical Group, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Medical Group, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 5. a - Garry Hogan |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $0 |
| Part IV | d - Garry Hogan is a board member of Sewickley Valley Medical Group, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Sewickley Valley Medical Group, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 6. a - Norman F. Mitry |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $315,252 |
| Part IV | d - Norman F. Mitry is a board member of Tri-State Medical Group, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Medical Group, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 7. a - Norman F. Mitry |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $0 |
| Part IV | d - Norman F. Mitry is a board member of Sewickley Valley Medical Group, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Sewickley Valley Medical Group, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 8. a - Norman F. Mitry |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $0 |
| Part IV | d - Norman F. Mitry is a board member of Tri-State Pediatric Associates, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Pediatric Associates, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 9. a - Norman F. Mitry |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $0 |
| Part IV | d - Norman F. Mitry is a board member of Tri-State Obstetrics & Gynecology Associates, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Obstetrics & Gynecology Associates, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 10. a - Alexander Vasilakis, M.D. |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $315,252 |
| Part IV | d - Alexander Vasilakis is a board member of Tri-State Medical Group, Inc. - |
| Part IV | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Medical Group, Inc. for services rendered. |
| Part IV | e - NO |
| Part IV | 11. a - Mary Kirsch, CPA |
| Part IV | b - Board Director of Valley Medical Facilities |
| Part IV | c - $0 |
| Part IV | d - Mary Kirsch, CPA is a Senior Financial Manager of Simio, LLC |
| Part IV | of which Dennis Pedgen, another Board Member of Valley Medical |
| Part IV | Facilities, owns more than 35%. |
| Part IV | e - NO |
| Part IV | 12. a - Marcia Ferrero |
| Part IV | b - Key Employee of Valley Medical Facilities |
| Part IV | c - $2,650,000 |
| Part IV | d - Marcia Ferrero's spouse is a board member and full partner of Western Pennsylvania |
| Part IV | Anesthesia Assoc. which Valley Medical Facilities pays for services rendered. |
| Part IV | e - NO |
Schedule M IRS990ScheduleM
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 73028 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 32b | Identifier |
| Return Reference | Form 990 | ReturnReference |
| Explanation | Related corporation are the Foundations that solicit contributions | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (123 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-A, Line 2 | A. Name of Interested Person |
| Pt VI-A, Line 2 | B. Relationship between interested person and the organization |
| Pt VI-A, Line 2 | C. Amount of Transaction |
| Pt VI-A, Line 2 | D. Description of Transaction |
| Pt VI-A, Line 2 | 1. a - James Scibilia, M.D. |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $0 |
| Pt VI-A, Line 2 | d - James Scibilia is a board member of Tri-State Pediatric Associates, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Pediatric Associates, Inc. for services rendered. |
| Pt VI-A, Line 2 | e - NO |
| Pt VI-A, Line 2 | 2. a - J. Zdunek, D.O. |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $315,252 |
| Pt VI-A, Line 2 | d - J. Zdunek is a board member of Tri-State Medical Group, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Medical Group, Inc. for services rendered. |
| Pt VI-A, Line 2 | e - NO |
| Pt VI-A, Line 2 | 3. a - Richard Hogan, M.D. |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $0 |
| Pt VI-A, Line 2 | d - Richard Hogan is a board member of Sewickley Valley Medical Group, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Sewickley Valley Medical Group, Inc. for services rendered. |
| Pt VI-A, Line 2 | 4. a - Garry Hogan |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $315,252 |
| Pt VI-A, Line 2 | d - Garry Hogan is a board member of Tri-State Medical Group, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Medical Group, Inc. for services rendered. |
| Form 990, Part IX, Line 24f | TELEPHONE 937087. 937087. 0. 0. POSTAGE AND SHIPPING 274769. 274769. 0. 0. FEES, ADMIN AND OTHER 3623994. 3614038. 9956. 0. DUES 296418. 250557. 45861. 0. |
| Pt VI-A, Line 2 | 5. a - Garry Hogan |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $0 |
| Pt VI-A, Line 2 | d - Garry Hogan is a board member of Sewickley Valley Medical Group, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Sewickley Valley Medical Group, Inc. for services rendered. |
| Pt VI-A, Line 2 | 6. a - Norman F. Mitry |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $315,252 |
| Pt VI-A, Line 2 | d - Norman Mitry is a board member of Tri-State Medical Group, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Medical Group, Inc. for services rendered. |
| Pt VI-A, Line 2 | 7. a - Norman F. Mitry |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $0 |
| Pt VI-A, Line 2 | d - Norman Mitry is a board member of Sewickley Valley Medical Group, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Sewickley Valley Medical Group, Inc. for services rendered. |
| Pt VI-A, Line 2 | 8. a - Norman F. Mitry |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $0 |
| Pt VI-A, Line 2 | d - Norman Mitry is a board member of Tri-State Pediatric Associates, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Pediatric Associates, Inc. for services rendered. |
| Pt VI-A, Line 2 | 9. a - Norman F. Mitry |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $0 |
| Pt VI-A, Line 2 | d - Norman Mitry is a board member of Tri-State Obstetrics & Gynecology Associates, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Obstetrics & Gynecology Associates, Inc. for services rendered. |
| Pt VI-A, Line 2 | 10. a - Alexander Vasilakis, M.D. |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $315,252 |
| Pt VI-A, Line 2 | d - Alexander Vasilakis is a board member of Tri-State Medical Group, Inc. - |
| Pt VI-A, Line 2 | The listed for item C above represents payment by Valley Medical Facilities to Tri-State Medical Group, Inc. for services rendered. |
| Pt VI-A, Line 2 | 11. a - Mary Kirsch, CPA |
| Pt VI-A, Line 2 | b - Board Director of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $0 |
| Pt VI-A, Line 2 | d - Mary Kirsch, CPA is a Senior Financial Manager of Simio, LLC |
| Pt VI-A, Line 2 | of which Dennis Pedgen, another board member of Valley |
| Pt VI-A, Line 2 | Medical Facilities, owns more than 35%. |
| Pt VI-A, Line 2 | 12. a - Marcia Ferrero |
| Pt VI-A, Line 2 | b - Key Employee of Valley Medical Facilities |
| Pt VI-A, Line 2 | c - $2,650,000 |
| Pt VI-A, Line 2 | d - Marcia Ferrero's spouse is a board member and full partner of Western Pennsylvania |
| Pt VI-A, Line 2 | Anesthesia Assoc. which Valley Medical Facilities pays for services rendered. |
| Pt VI-A, Line 6 | Valley Medical Facilities (VMF) is owned 100% by |
| Pt VI-A, Line 6 | Heritage Valley Health System (The System), its Parent Company. The |
| Pt VI-A, Line 6 | System has the right to participate in selected management decisions. |
| Pt VI-A, Line 7a | VMF is owned 100% by Heritage |
| Pt VI-A, Line 7a | Valley Health System (The System), its Parent Company. The System has |
| Pt VI-A, Line 7a | the right to participate in selected management decisions. |
| Pt VI-A, Line 7b | VMF is owned 100% by Heritage |
| Pt VI-A, Line 7b | Valley Health System (The System), its Parent Company. The System has |
| Pt VI-A, Line 7b | the right to participate in selected management decisions. |
| Pt VI-B, Line 11a | A draft of the completed Form 990 and all |
| Pt VI-B, Line 11a | associated forms is made available electronically to all Board of |
| Pt VI-B, Line 11a | Directors Members and Senior Management for review and comment prior to |
| Pt VI-B, Line 11a | filing with the Internal Revenue Service (IRS). The Board of Directors |
| Pt VI-B, Line 11a | has delegated the responsibility for review and approval of the Form 990 to the |
| Pt VI-B, Line 11a | Finance Committee of the Board, which meets, reviews, and approves the |
| Pt VI-B, Line 11a | Form 990 prior to filing. |
| Pt VI-B, Line 12c | Certain non-merit employees with job responsibilities |
| Pt VI-B, Line 12c | that provide an opportunity to influence business decisions are required |
| Pt VI-B, Line 12c | to sign the Conflict of Interest form annually. These Conflict of Interest |
| Pt VI-B, Line 12c | statements are reveiwed annually be the Department Director and System |
| Pt VI-B, Line 12c | Director for Corporate Compliance to determine if a conflict exists. |
| Pt VI-B, Line 12c | Any potential conflicts are referred to the appropriate Vice President and |
| Pt VI-B, Line 12c | Human Resources to confirm and resolve the conflict. |
| Pt VI-B, Line 12c | For Merit Employees, Conflict of Interest statements are reviewed annually by |
| Pt VI-B, Line 12c | the Department Manager, Vice President or CEO. Any potential conflicts are |
| Pt VI-B, Line 12c | managed by the CEO. |
| Pt VI-B, Line 12c | Other Potentially Interested Parties, such as Board Members, Officers and |
| Pt VI-B, Line 12c | Highly Compensated employees sign a statement annually which affirms such |
| Pt VI-B, Line 12c | person has received a copy of the Conflict of Interest Policy, has read and |
| Pt VI-B, Line 12c | understands the policy, has agreed to comply with the policy, and |
| Pt VI-B, Line 12c | understands that the Organization is a charitable organization and that in |
| Pt VI-B, Line 12c | order to maintain its Federal Tax Exemption it must engage primarily in |
| Pt VI-B, Line 12c | activities which accomplish one or more of its tax exempt purposes. The |
| Pt VI-B, Line 12c | Chairperson of the Board reviews annually a summary of the disclosure |
| Pt VI-B, Line 12c | statements so that the Board members are familiar with potential conflicts. |
| Pt VI-B, Line 12c | Section B Line 14- The Organization has a record retention policy which |
| Pt VI-B, Line 12c | provides for the retention of business and medical records, including destruction. |
| Pt VI-B, Line 15 | There was no review conducted by independent |
| Pt VI-B, Line 15 | persons as no increases were provided during this time period. |
| Pt VI-C, Line 19 | The Organization publishes condensed financial |
| Pt VI-C, Line 19 | statements for public use on its website www.heritagevalley.org. |
| Pt VI-C, Line 19 | Governing documents and policies, including conflicts of interest, |
| Pt VI-C, Line 19 | are made available upon request. |
| Pt XII, Line 2c | Part XI, Line 2C - The Organization has a committee that assumes |
| Pt XII, Line 2c | responsibility for oversight of audit, review, or compilation of its |
| Pt XII, Line 2c | financial statement and selection of an independent accountant. |
| Pt XI | Line #5. Other changes in net assets. Changes in restricted net assets. |
| Pt VII, Col (E) | Part VII Section A Estimate of Average Hours per week |
| Pt VII, Col (E) | devoted to related organizations. See attached Document |
| Pt VII, Col (E) | Schedule D Part XI-line 8 see supplemental attachments. |
| Pt VII, Col (E) | Schedule H part V. The last Needs Assessment was done |
| Pt VII, Col (E) | in 2009. At that time there was not the requirement to |
| Pt VII, Col (E) | make it available to the public. That was passed at a |
| Pt VII, Col (E) | later date. The next Needs Assessment performed will be |
| Pt VII, Col (E) | made available to the public. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HERITAGE VALLEY SEWICKLEY FOUNDATION | ||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251801533 | FUNDRAISING | PA | 501(c)3 | 11C | NA | false |
| HERITAGE VALLEY BEAVER FOUNDATION | ||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251441516 | FUNDRAISING | PA | 501(C)3 | 11C | NA | 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 | NA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRI-STATE OBSTETRICS & GYNECOLOGY | ||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251776052 | PHYSICIAN PRACTICE | PA | C | 0.00000 | ||||
| TRI-STATE PEDIATRIC ASSOCIATES INC | ||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251775950 | PHYSICIAN PRACTICE | PA | C | 0.00000 | ||||
| SEWICKLEY VALLEY MEDICAL GROUP INC | ||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251717258 | PHYSICIAN PRACTICE | PA | C | 0.00000 | ||||
| HERITAGE VALLEY HEALTH INSURANCE COMPANY | ||||||||||||
| PROFESSIONAL LIABILITY CAPTIVE | C | 0.00000 | PO BOX 1051 | GRAND CAYMAN | CJ | CJ | ||||||
| TRI-STATE MEDICAL GROUP INC | ||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 251775949 | PHYSICIAN PRACTICE | PA | C | 0.00000 | ||||
| TRI-STATE GYNECOLOGY | ||||||||||||
| 420 ROUSER ROAD | MOON TOWNSHIP | PA | 15108 | 841647473 | PHYSICIAN PRACTICE | PA | C | 0.00000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HERITAGE VALLEY SEWICKLEY FOUNDATION | ||
| c l | 779038 | FMV |
| HERITAGE VALLEY BEAVER FOUNDATION | ||
| c l | 1058681 | FMV |
| HERITAGE VALLEY HEALTH SYSTEM INC | ||
| r | 762211 | FMV |