HERITAGE VALLEY HEALTH SYSTEM INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: HERITAGE VALLEY HEALTH SYSTEM INC (EIN 25-1801532)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-16
IRS object ID: 201131369349302118
Schema version: 2009v1.7
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule C
Schedule D
Schedule H
Schedule I
Schedule J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-16T10:22:54-05:00	Timestamp
Tax Period End Date	2010-06-30	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	2009-07-01	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	2011-05-16	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Jeremy Hartzell	Name
Phone	4123387200	Phone

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	X	AddressChange

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	SEE SCHEDULE O	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	BRYAN J RANDALL	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	594745557	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
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	3606	TotalNbrEmployees
Total Nbr Volunteers	279	TotalNbrVolunteers
Total Gross UBI	7525201	TotalGrossUBI
Net Unrelated Business Txbl Income	-129804	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	4738425	ContributionsGrantsPriorYear
Contributions Grants Current Year	4110190	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	329459432	ProgramServiceRevenuePriorYear
Program Service Revenue CY	343058124	ProgramServiceRevenueCY
Investment Income Prior Year	-22247555	InvestmentIncomePriorYear
Investment Income Current Year	13213187	InvestmentIncomeCurrentYear
Other Revenue Prior Year	16210805	OtherRevenuePriorYear
Other Revenue Current Year	15983501	OtherRevenueCurrentYear
Total Revenue Prior Year	328161107	TotalRevenuePriorYear
Total Revenue Current Year	376365002	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	68445	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	183518	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	188506683	SalariesEtcPriorYear
Salaries Etc Current Year	195667147	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	155288880	OtherExpensePriorYear
Other Expenses Current Year	159716610	OtherExpensesCurrentYear
Total Expenses Prior Year	343864008	TotalExpensesPriorYear
Total Expenses Current Year	355567275	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-15702901	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	20797727	RevenuesLessExpensesCY
Total Assets BOY	388467267	TotalAssetsBOY
Total Assets EOY	413937018	TotalAssetsEOY
Total Liabilities BOY	177925713	TotalLiabilitiesBOY
Total Liabilities EOY	199266592	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	210541554	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	214670426	NetAssetsOrFundBalancesEOY
Mission Description	TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	346371059	Expense
Revenue	341966330	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 25,906 INPATIENT ADMISSIONS, 1,846 NEWBORN ADMISSIONS, AND 119,966 INPATIENT DAYS. THE FACILITIES ALSO ENCOUNTER 97,089 EMERGENCY ROOM VISITS, 18,384 OUTPATIENT SURGERIES, 295 OPEN HEART PROCEDURES, 3,433 CARDIAC CATHETERIZATIONS AND 318,260 DIAGNOSTIC IMAGING PROCEDURES.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	1403744	Expense
Revenue	1091794	Revenue
Description	SCHOOL OF NURSING TO PROMOTE AND PROVIDE SUPPORT TO THE HOSPITALS.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	347774803	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	1	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Balance Sheet Amounts Reported	1	BalanceSheetAmountsReported
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	1	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	1	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	1	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	1	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	1	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	144	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	3606	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	1	UnrelatedBusinessIncome
Form990-T Filed	1	Form990-TFiled
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	0	QuidProQuoContributions
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Form8899 Filed	0	Form8899Filed
Form1098 C Filed	0	Form1098CFiled
Excess Business Holdings	0	ExcessBusinessHoldings
Taxable Distributions	0	TaxableDistributions
Distribution To Donor	0	DistributionToDonor
Nbr Voting Governing Body Members	22	NbrVotingGoverningBodyMembers
Number Independent Voting Members	17	NumberIndependentVotingMembers
Family Or Business Relationship	1	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	1	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	1	LocalChapters
Policies Reference Chapters	1	PoliciesReferenceChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	PA	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	FINANCE DEPT VALLEY MED FACILITIE	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	4127416600	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	420 rouser road	AddressLine1
City	moon township	City
State	PA	State
ZIP Code	15108	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (39 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Key EmployeeKeyEmployee	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
NORMAN F MITRY
PRESIDENT	40.00	X	X	X	499425	0	43946
RICHARD HOGAN MD
DIRECTOR	40.00	X			0	316238	24492
J zdunek do
DIRECTOR	40.00	X			0	259800	19995
JAMES SCIBILIA MD
DIRECTOR	40.00	X			0	392631	35443
ALEXANDAR VASILAKIS MD
DIRECTOR	40.00	X			0	470430	36601
LYNN GEORGE PHD
DIRECTOR	2.00	X			0	0	0
JOSEPH BECHERER
VICE CHAIR	2.00	X	X		0	0	0
A GARY CHACE
TREASURER	2.00	X	X		0	0	0
GRORR III
DIRECTOR	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
TIMOTHY W MERRILL JR
DIRECTOR	2.00	X			0	0	0
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 mElste
DIRECTOR	2.00	X			0	0	0
LAURA A VASSAMILLET
CHAIRMAN	2.00	X	X		0	0	0
Garry Hogan
DIRECTOR	2.00	X			0	0	0
Mary Kirsh
DIRECTOR	2.00	X			0	0	0
THOMAS ARBOGAST
DIRECTOR	2.00	X			0	0	0
DAVID ATCHESON DMD
DIRECTOR	2.00	X			0	0	0
BRYan j randall
CFO	40.00		X	X	216059	0	35278
DANIEL BROOKS MD
V.P. COMMUNITY HEALTH	40.00			X	278108	0	36013
ROSEMARY M NOLAN
COO	40.00			X	280207	0	29533
BRUCE E EDWARDS
V.P. HUMAN RESOURCES	40.00			X	239549	0	35448
DAVID W CARLETON
CIO	40.00			X	193656	0	38509
RICHARD P BEAVER
V.P. SUPPORT SERVICES	40.00			X	190498	0	20507
JOHN CINICOLA
CHIEF MEDICAL OFFICER	40.00			X	0	0	0
SHANON M LOFTUS ESQ
V.P. & DEPUTY GENERAL COUNSEL	40.00			X	0	0	0
THOMAS PANGBURN MD
MEDICAL DIR. ER	40.00				381979	0	42085	X
JOHN L LUELLEN MD
MED DIR SATELLITE SVCS	40.00				353327	0	41475	X
RONALD d LECKeY MD
ASSOC MED. DIR. ED	40.00				330343	0	41033	X
EDWIN h PAGE MD
ED PHYSICIAN	40.00				322621	0	39223	X
GAIL J SHUMWAY MD
ED PHYSICIAN	40.00				282075	0	40357	X
JOHN CY WRIGHT MD
former BOARD MEMBER	0.00				0	652740	39228		X
GEORGE BRETT III MD
FORMER BOARD MEMBER	0.00				0	396862	22382		X
JAMES MEDITCH MD
FORMER BOARD MEMBER	0.00				0	252340	33400		X
Peter manolukas do
former BOARD MEMBER	0.00				0	285243	20770		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	3567847	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	3026284	TotalReportableCompFrmRltdOrgs
Total Other Compensation	675718	TotalOtherCompensation
Number Individuals GT100 K	87	NumberIndividualsGT100K
Formers Listed	1	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
BEAVER ANESTHESIA ASSOC
PO BOX 237	NEW BRIGHTON	PA	15066	PROFESSIONAL SERVICES	2042960
WESTERN PA ANESTHESIA ASSOC
PO BOX 643483	PITTSBURGH	PA	15264	PROFESSIONAL SERVICES	1746917
OHIO VALLEY PERFUSION ASSOC
628 SCOTT RIDGE RD	HARMONY	PA	16037	PROFESSIONAL SERVICES	977325
ALLSCRIPTS
2297 PAYSHARE CIRCLE	CHICAGO	IL	60674	COMPUTER PROFESSIONAL SERVICES	641587
BUCHANAN INGERSOLL & ROONEY
301 GRANT STREET	PITTSBURGH	PA	15219	LEGAL	582255

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	34	NumberOfContractorsGT100K
Government Grants	3864619	GovernmentGrants
All Other Contributions	245571	AllOtherContributions
Total Contributions	4110190	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	Unrelated Business RevenueUnrelatedBusinessRevenue
all OTHER PATIENT PAYM	900099	163430677	163128242	302435
MEDICAID HMO PAYMENTS	900099	101494684	101494684
MEDICARE/medicaid paym	900099	59631034	59631034
MEDICAID HMO PAYMENTS	900099	18501729	18501729

Field	Value	IRS element (for citing)
Total Program Service Revenue	343058124	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	2848614	TotalRevenueColumn
Exclusion	$2,848,614	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	228745128	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	218146762	Securities
Other	233793	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	10598366	Securities
Other	-233793	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	10364573	TotalRevenueColumn
Exclusion	$10,364,573	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	7215266	7215266
NURSING TUITION	900099	743257		743257
SIX-SIGMA TRAINING	900099	7500	7500

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	8017478	TotalRevenueColumn
Related Or Exempt Function Income	1157472	RelatedOrExemptFunctionIncome
Exclusion	$6,860,006	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	15983501	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	376365002	TotalRevenueColumn
Related Or Exempt Function Income	344656418	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	7525201	UnrelatedBusinessRevenue
Exclusion	$20,073,193	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	32757	Total
Program Services	32757	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	150761	Total
Program Services	150761	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	4206964	Total
Management And General	4206964	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	148116380	Total
Program Services	145290333	ProgramServices
Management And General	2826047	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	11135408	Total
Program Services	11135408	ProgramServices

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	21617562	Total
Program Services	21617562	ProgramServices

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	10590833	Total
Program Services	10466085	ProgramServices
Management And General	124748	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	400136	Total
Program Services	280087	ProgramServices
Management And General	120049	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	258350	Total
Program Services	258350	ProgramServices

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	18290	Total
Management And General	18290	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	148936	Total
Program Services	148936	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	1456324	Total
Program Services	1456324	ProgramServices

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	3036852	Total
Program Services	3036852	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	3542781	Total
Program Services	3456770	ProgramServices
Management And General	86011	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	388055	Total
Program Services	362330	ProgramServices
Management And General	25725	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	90476	Total
Program Services	90476	ProgramServices

Interest Interest

Field	Value	IRS element (for citing)
Total	3150073	Total
Program Services	3150073	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	24273042	Total
Program Services	24273042	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
MEDICAL AND OTHER SUPPL	52888306	52833236	55070
OTHER OUTSIDE SERVICES	24717933	24548396	169537
DRUGS	17877671	17877671
BAD DEBTS	12046418	12046418
EQUIPMENT RENTAL & MAIN	9460005	9459860	145

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	5962962	Total
Program Services	5803076	ProgramServices
Management And General	159886	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	355567275	Total
Program Services	347774803	ProgramServices
Management And General	7792472	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	2629349	BOY
EOY	3174118	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	4356991	BOY
EOY	4718717	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	347367	BOY
EOY	228679	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	35782540	BOY
EOY	32467840	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	6270765	BOY
EOY	6176996	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	7702952	BOY
EOY	12025117	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	394176739	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	230075375	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	152698663	BOY
EOY	164101364	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
EOY	153777208	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	177988881	BOY
EOY	36717567	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	689759	BOY
EOY	549412	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	388467267	BOY
EOY	413937018	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	42904376	BOY
EOY	40936672	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	83342	BOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	74400381	BOY
EOY	70886891	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	3650053	BOY
EOY	7638931	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	56887561	BOY
EOY	79804098	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	177925713	BOY
EOY	199266592	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	196969287	BOY
EOY	201534888	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	7791264	BOY
EOY	7054948	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5781003	BOY
EOY	6080590	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	210541554	BOY
EOY	214670426	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	388467267	BOY
EOY	413937018	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Both	X	FinancialStatementBoth
Federal Grant Audit Required	1	FederalGrantAuditRequired
Federal Grant Audit Performed	1	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital170b1 Aiii	X	Hospital170b1Aiii

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	1	Volunteers
Paid Staff Or Management	1	PaidStaffOrManagement
Media Advertisements	0	MediaAdvertisements
Mailings Members	0	MailingsMembers
Publications Or Broadcast	0	PublicationsOrBroadcast
Grants Other Organizations	1	GrantsOtherOrganizations
Grants Other Organizations	$18,290	GrantsOtherOrganizationsAmount
Direct Contact Legislators	1	DirectContactLegislators
Direct Contact Legislators	$60,408	DirectContactLegislatorsAmount
Rallies Demonstrations	0	RalliesDemonstrations
Other Activities	0	OtherActivities
Total Lobbying Expenditures IIB	78698	TotalLobbyingExpendituresIIB
Not Described In501c3	0	NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

Field	Value	IRS element (for citing)
Identifier	Part IV, Supplemental Information:	Identifier
Explanation	PART II-B, LINE 1(I), 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	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 Minus1 Year CurrentYearMinus1Year

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	0.95000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.02000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.03000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	1	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	1	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	1	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2212779	OtherCostOrOtherBasis
Book Value	2212779	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	133221232	OtherCostOrOtherBasis
Depreciation	71719532	Depreciation
Book Value	61501700	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1224773	OtherCostOrOtherBasis
Depreciation	283519	Depreciation
Book Value	941254	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	244773714	OtherCostOrOtherBasis
Depreciation	155127258	Depreciation
Book Value	89646456	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	12744241	OtherCostOrOtherBasis
Depreciation	2945066	Depreciation
Book Value	9799175	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	164101364	TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescription	Book ValueBookValue	Method Of ValuationMethodOfValuation
INTEREST IN ASSETS HELD BY FOUNDATIONS	7710400	F
OTHER INVESTMENTS	151948	F
Commingled Funds	24844182	C
Alternative investments	4011037	C

Field	Value	IRS element (for citing)
Total Of Book Value Securities	36717567	TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
WORKERS COMP reserve - long term	$2,689,746
ACCRUED PENSIONS AND OTHER LONG TERM LIABILITIES	$77,114,352

Field	Value	IRS element (for citing)
Total Of Amounts	79804098	TotalOfAmounts
Total Revenue	376365002	TotalRevenue
Total Expenses	355567275	TotalExpenses
Excess Or Deficit For Year	20797727	ExcessOrDeficitForYear
Net Unrealized GL On Investments	5390005	NetUnrealizedGLOnInvestments
Donated Services And Facilities	2278444	DonatedServicesAndFacilities
Other	-$24,337,304	OtherAmount
Total Adjustments	-16668855	TotalAdjustments
Excess Or Deficit Per FS	4128872	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	381183358	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	5390005	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	5390005	RevenueNotRptdF990
Revenue Subtotal	375793353	RevenueSubtotal
Other Revenues Not Included	571649	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	571649	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	376365002	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	355383755	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	355383755	ExpensesSubtotal
Other Expenses Not Included	183520	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	183520	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	355567275	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part V, Line 4:	Description of Intended Use of Endowment Funds:	SEE ADDITIONAL INFORMATION ON SCHEDULE O.
Part XI, Line 8 - Other Adjustments:		PENSION OBLIGATION ADJUSTMENT TRANSFER TO SEWICKLEY VALLEY MEDICAL GROUP, inc. FOR MEDCARE PURCHASE
Part XII, Line 4b - Other Adjustments:		RESTRICTED FUND INCOME
Part XIII, Line 4b - Other Adjustments:		RESTRICTED FUND EXPENSES
		PART X, LINE 2, fin 48 - VALLEY MEDICAL FACILITIES (VMF) HAS ADOPTED THE UNCERTAIN 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 IN THE ASC 740 UNCERTAIN TAX POSITIONS IN THE NEXT 12 MONTHS.

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Charity Care Policy	1	CharityCarePolicy
Written Policy	1	WrittenPolicy
Policy Applied To All Hospitals	X	PolicyAppliedToAllHospitals
FPG Reference Free Care	1	FPGReferenceFreeCare

Other Percentage OtherPercentage

Field	Value	IRS element (for citing)
Other	X	Other
Free Other Percentage	300.000000000000	FreeOtherPercentage

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	1	FPGReferenceDiscountedCare

Discounted Other DiscountedOther

Field	Value	IRS element (for citing)
Other	X	Other
Discounted Other Percentage	450.000000000000	DiscountedOtherPercentage

Field	Value	IRS element (for citing)
Free Disc Care Medically Indigent	1	FreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity Care	1	AmountsBudgetedForCharityCare
Expenses Exceeded Budget	1	ExpensesExceededBudget
Unable To Provide Care	0	UnableToProvideCare
Annual Community Benefit Report	1	AnnualCommunityBenefitReport
Report Publically Available	1	ReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

Field	Value	IRS element (for citing)
Total Community Benefit Expense	5064146	TotalCommunityBenefitExpense
Net Community Benefit Expense	5064146	NetCommunityBenefitExpense
Percent Of Total Expense	0.01420	PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

Field	Value	IRS element (for citing)
Total Community Benefit Expense	34656031	TotalCommunityBenefitExpense
Direct Offsetting Revenue	21527809	DirectOffsettingRevenue
Net Community Benefit Expense	13128222	NetCommunityBenefitExpense
Percent Of Total Expense	0.03690	PercentOfTotalExpense

Total Charity Care TotalCharityCare

Field	Value	IRS element (for citing)
Total Community Benefit Expense	39720177	TotalCommunityBenefitExpense
Direct Offsetting Revenue	21527809	DirectOffsettingRevenue
Net Community Benefit Expense	18192368	NetCommunityBenefitExpense
Percent Of Total Expense	0.05110	PercentOfTotalExpense

Community Health Services CommunityHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	204554	TotalCommunityBenefitExpense
Direct Offsetting Revenue	119986	DirectOffsettingRevenue
Net Community Benefit Expense	84568	NetCommunityBenefitExpense
Percent Of Total Expense	0.00020	PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

Field	Value	IRS element (for citing)
Total Community Benefit Expense	1496027	TotalCommunityBenefitExpense
Direct Offsetting Revenue	926045	DirectOffsettingRevenue
Net Community Benefit Expense	569982	NetCommunityBenefitExpense
Percent Of Total Expense	0.00160	PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

Field	Value	IRS element (for citing)
Total Community Benefit Expense	488309	TotalCommunityBenefitExpense
Direct Offsetting Revenue	349493	DirectOffsettingRevenue
Net Community Benefit Expense	138816	NetCommunityBenefitExpense
Percent Of Total Expense	0.00040	PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	2188890	TotalCommunityBenefitExpense
Direct Offsetting Revenue	1395524	DirectOffsettingRevenue
Net Community Benefit Expense	793366	NetCommunityBenefitExpense
Percent Of Total Expense	0.00220	PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

Field	Value	IRS element (for citing)
Total Community Benefit Expense	41909067	TotalCommunityBenefitExpense
Direct Offsetting Revenue	22923333	DirectOffsettingRevenue
Net Community Benefit Expense	18985734	NetCommunityBenefitExpense
Percent Of Total Expense	0.05330	PercentOfTotalExpense

Physical Improvements And Housing PhysicalImprovementsAndHousing

Field	Value	IRS element (for citing)
Total Community Building Expense	3120	TotalCommunityBuildingExpense
Net Community Building Expense	3120	NetCommunityBuildingExpense
Percent Of Total Expense	0.00000	PercentOfTotalExpense

Economic Development EconomicDevelopment

Field	Value	IRS element (for citing)
Total Community Building Expense	41552	TotalCommunityBuildingExpense
Net Community Building Expense	41552	NetCommunityBuildingExpense
Percent Of Total Expense	0.00010	PercentOfTotalExpense

Other Other

Field	Value	IRS element (for citing)
Total Community Building Expense	109203	TotalCommunityBuildingExpense
Net Community Building Expense	109203	NetCommunityBuildingExpense
Percent Of Total Expense	0.00030	PercentOfTotalExpense

Total Total

Field	Value	IRS element (for citing)
Total Community Building Expense	153875	TotalCommunityBuildingExpense
Net Community Building Expense	153875	NetCommunityBuildingExpense
Percent Of Total Expense	0.00040	PercentOfTotalExpense

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReported
Bad Debt Expense	$4,962,096	BadDebtExpenseAmount
Amount Attributable To	2481048	AmountAttributableTo
Amount Reimbursed By Medicare	158099638	AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare	162751037	CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall	-4651399	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	1	WrittenDebtCollectionPolicy
Provision For Charity Care	1	ProvisionForCharityCare

Form990 Schedule H Part V Form990ScheduleHPartV (2 entries)

Address Line1Address/AddressLine1	CityAddress/City	StateAddress/State	ZIP CodeAddress/ZIPCode	Licensed HospitalLicensedHospital	General Medical And SurgicalGeneralMedicalAndSurgical	Teaching HospitalTeachingHospital	Er24 HoursEr24Hours
Heritage Valley BEAVER
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	X	X	X	X
HERITAGE VALLEY SEWICKLEY
720 BLACKBURN ROAD	SEWICKLEY	PA	15143	X	X		X

Form990 Schedule H Part VI Form990ScheduleHPartVI

Field	Value	IRS element (for citing)
Income Based Criteria	Part I, Line 3c: PART I, LINE 3B: THE ORGANIZATION PROVIDES CHARITY CARE TO QUALIFYING INDIVIDUALS AND FAMILIES BASED ON A SLIDING SCALE, USING FEDERAL HEALTH & HUMAN SERVICES POVERTY GUIDELINES ACCOUNTING FOR FAMILY SIZE AT 300% OF THE POVERTY LEVEL FOR FREE CARE, A 75% DISCOUNT FOR FAMILIES AT 350%, A 50% DISCOUNT FOR FAMILIES AT 400%, AND A 25% DISCOUNT FOR FAMILIES AT 450%.PART I, LINE 6A: COMMUNITY BENEFIT REPORT AVAILABLE UPON REQUEST.PART 1, LINE 7G: FAMILY MEDICINE & FAMILY PLANNING CLINIC SUBSIDY.	IncomeBasedCriteria
Bad Debt Footnote	Part III, Line 4: THERE IS NO BAD DEBT FOOTNOTE REQUIRED FOR THE FINANCIAL STATEMENTS AUDITED BY DELOITTE & TOUCHE LLP. COST OF BAD DEBTS IN LINES 2 AND 3 IS BASED ON CALCULATIONS OF COST TO CHARGES APPLIED TO BAD DEBT CHArgES.	BadDebtFootnote
Shortfall As Community Benefit	Part III, Line 8: THE ORGANIZATION BELIEVES THE ENTIRE SHORTFALL OF REIMBURSEMENT VERSUS COST ($4,651,399) SHOULD BE CONSIDERED COMMUNITY BENEFIT SINCE IT RESULTS IN A LOSS THEREFORE LESSENING GOVERMENT BURDEN. COSTS ASSOCIATED WITH THE SHORTFALL WERE DETERMINED FROM THE ORGANIZATION'S COST ACCOUNTING SYSTEM.	ShortfallAsCommunityBenefit
Debt Collection Policy	Part III, Line 9b: Within the organization's Bad Debt/Collection Policy, there is reference to the fact that patients are provided several options, one of which being the application for Charity Care in satisfying the outstanding balance of their account. If the patient pursues charity care, there is a separate policy detailing the steps required to qualify for charity care.	DebtCollectionPolicy
Needs Assessment	Part VI, Line 2: THE ORGANIZATION ASSESSES COMMUNITY HEALTH CARE NEEDS IN SEVERAL WAYS. UTILIZATION OF SERVICES, ESPECIALLY INPATIENT AND EMERGENCY DEPARTMENT, ARE REVIEWED AT LEAST ANNUALLY TO DETERMINE THE TOP REASONS FOR ADMISSION/SEEKING CARE. AVAILABLE HEALTH STATISTICS DATA is REVIEWED AT LEAST ANNUALLY FROM THE PENNSYLVANIA DEPARTMENT OF HEALTH TO MEASURE THE STATUS OF HEALTH CONDITIONS IN BEAVER AND ALLEGHENY COUNTIES INCLUDING DATA ON PERFORMANCE COMPARED TO HEALTHY PEOPLE IN 2010. ADMINISTRATION IS IN CONTINUING DIALOGUE WITH ITS MEDICAL STAFF AND OTHER HEALTH PROFESSIONALS REGARDING COMMUNITY HEALTH NEEDS. PERIODICALLY THE ORGANIZATION HOLDS A STRATEGIC PLANNING PROCESS FOR SELECTED SERVICE LINES. PREVIOUS STRATEGIC CLINICAL PLANNING STUDY GROUPS HAVE INCLUDED THE TOPICS OF DIABETES CARE, BREAST HEALTH, EMERGENCY SERVICES AND CARDIOLOGY. IN 2009, THE ORGANIZATION COMPLETED A COMMUNITY HEALTH NEEDS ASSESSMENT. THE ASSESSMENT INCLUDED 600 HOUSEHOLD TELEPHONE SURVEYS CONDUCTED BY AN AREA MARKET RESEARCH FIRM WITH ADDITIONAL INPUT GATHERED FROM PATIENTS, EMPLOYEES, MEDICAL STAFF, CITIZENS AND MANAGEMENT. THE ASSESSMENT AFFIRMED THE ORGANIZATION'S CURRENT COMMUNITY HEALTH SERVICES AND INDICATED SOME ADDITIONAL AREAS TO CONSIDER FOR EXPANSION.	NeedsAssessment
Patient Education Assistance	Part VI, Line 3: The Organization is committed to assisting all self pay patients in applying for State Medicaid. Currently the Organization engages a third party service to interview and complete the Medicaid application on all patients admitted with no health insurance. During the application process, patients are made aware of the Charity Care Program in the event they are denied State Medicaid. The financial information obtained during this process is used in determining if the patients qualify for the Charity Care Program. If the patient is denied for Medicaid, they receive monthly statements reflecting the outstanding balance owed. The Organization makes the patients aware of the Charity Care Program on the back side of all self pay patient statements. The statement directs all inquiries regarding Charity Care to the Patient Accounting Department. The patients are provided with the guidelines of the program at the point they contact Patient Accounting. This phone call usually results in the application along with the current guidelines being mailed to the patient for completion. In addition, reference to the Charity Care Program is included in the "Patient Guide" which is provided to all patients admitted.	PatientEducationAssistance
Community Information	Part VI, Line 4: Service Area & Population The Organization serves residents in the Western Pennsylvania counties of Allegheny, Beaver, Butler and Lawrence; Columbiana County in Eastern Ohio; and the panhandle of West Virginia. Our primary service area includes all of Beaver County, Northwestern Allegheny County, Southwestern Butler County, Southern Lawrence County, Eastern Columbiana County (Ohio), and Hancock and Brooke Counties (West Virginia). The population in our primary service area is approximately 458,000 people. The area is predominantly suburban although it includes towns, boroughs and rural areas. Selected Demographic Statistics Beaver County is emphasized as a plurality of The Organization's patients are residents of this county. The percentage of those 65 and older ranges from a low of 14.4% in Butler County to a high of 19.3% in Brooke County; Beaver County is 18.3%, substantially higher than the United states average of 12.6%. Median household income ranges from a low of $39,580 in Columbiana County to a high of $54,023 in Butler County; Beaver County is $44,817, substantially lower than the United states average of $50,740. The percentage of those below the poverty level ranges from a low of 8.8% in Butler County to a high of 15.1% in Columbiana County; Beaver County is 9.9%, substantially lower than the United states average of 13.0%. Uninsured adults range from a low of 9% in Allegheny and Butler counties to a high of 26% in Columbiana County; Beaver County is 12% In summary, the Organization'S service area is older and less affluent than the United States average but the percentage at or below the poverty level is lower as the national average includes inner cities In Fiscal 2009, Medicaid was 6.7 percent of net patient revenue at the Sewickley campus and 6.6 percent at the Beaver campus for a weighted average of 6.6 percent. This is typical for most suburban service areas. In our Community Health Needs Assessment survey, 9.3% of the adult respondents stated that they did not have health insurance coverage of some kind. In comparison, 13% of Pennsylvania adults reported no health insurance. However, the Pennsylvania result is for adults aged 18 to 64, while the needs assessment included some people over age 60, of whom only 4% reported not having health insurance of some kind. Rates of adults without health insurance are expected to climb until unemployment levels decrease when the current economic recession IS abateD. Medically Underserved Areas (MUAs) & Medically Underserved Populations (MUPs)MUAs in the Organization's primary service area include: Beaver Falls (part) Bridgewater Aliquippa (part) Coraopolis Mars MUPs in the Organization's service area include: Columbiana County-Medicaid eligible population	CommunityInformation
Community Building Activities	Part VI, Line 5: EXECUTIVE SUMMARYDuring Fiscal 2010, the organization participated in over eighty activities providing community benefit. A selection of these activities included: Participated in six (6) major health fairs providing free screenings & health information. Presented health & wellness information, including mental health issues, at various school & community group events. Sponsored five (5) monthly support groups and working with six (6) other monthly support groups. Provided manikins to local first responder organizations for CPR certification activities. Day of Caring participants-value of donated time- $7,592. Participated in local school career days. Provided free clinical services or donating medical equipment to several community not-for-profit organizations. The organization also subsidizes various programs that benefit both the health and well being of the patients in the communities we serve and the students seeking to further their education in the health services field. Examples of these programs include: Family Practice and Family Planning Clinics School of Nursing Community Health Education & Outreach Maternal & Child Health staff at Heritage Valley, Sewickley-Conducted over fifteen (15) sessions of different prenatal education topics and also provided support groups for pregnancy loss and new mothers. Staff of the Community Health Services Department participated in twenty-eight (28) health fairs/education sessions. Car seats are rented at discounted rates to parents in need for safe transport of newborns. Family Medicine Residents provided free physicals and provided health education on smoking avoidance and sex education. The organization through its Ellwood Diagnostic Center provided Physicals for Twenty-five (25) Ellwood City Firemen. Women's Health Center staff performed approximately seven-hundred (700) osteoporosis health screenings at nineteen (19) community events or for patients and visitors at the Women's Health Center. The sterile processing department lends manikins to local fire departments, EMS units and police for CPR certification activities. Nutrition Services staff participated in twenty-two (22) community events, totaling approximately ninety-four (94) hours in staff time preparing for, traveling to and from, and attending these events. School of Nursing faculty and staff provided over seven hundred and fifty (750) hours of community service at thirty-seven (37) events. Management and staff from several departments participated in local school career days; the organization was a participant in the Ground Hog Job Shadow Day. Heritage Valley-Beaver laboratory services worked with high school students on science fair projects. Community groups use the conference center/education center at the hospitals for meetings; the pro-rated facility cost of these meetings was $16,515.Community-Based Clinical Services The Family Medicine Clinic (Beaver Falls) conducts free physicals for the foster grandparent program. The laboratory collected lab work for the physicals of twenty (20) firemen at an estimated value of $1,030.Healthcare Support Services The organization sponsors or works directly with five (5) support groups that meet monthly at an organization hospital or in the community; the organization is involved in another six (6) support groups that meet monthly in various community settings.Donations to Not-for-Profit Organizations Payments to local municipalities (in lieu of taxes) - $57,250 Donation of a parcel of land on the Beaver campus for the Brighton Township Volunteer Fire Department at a cost of $3,120. The organization sponsored events held by community not-for-profit organizations and donated $17,445 to these organizations (net of value received) Donation of four (4) Taser guns to Brighton Township Police Department at a cost of $7,000. Donation of beds, mattresses and other equipment and furnishings valued at $43,623, to global links, a 501(c)(3) not-for-profit which provides the assets to hospitals serving the poor in latin america and the caribbean. Donation of a chalkboard to headstart program at an estimated cost of $300.	CommunityBuildingActivities
Other Information	Part VI, Line 6: MEDICAL EDUCATION SCHOOL OF NURSING SUBSIDY - $505,692 The organization serves as a site for numerous health and administrative/professional internships and administrating nursing students from community college of beaver country, Robert morris university and kent state who use the organization as a site for clinical training with no tuition or monetary reimbursement. Coordination of these unpaid internships requires approximately 2,500 hours of staff time, valued at $64,290.Subsidized health services Family medicine clinic & family planning clinic (Beaver Falls) - $138,816 loss. (excluding estimated Medicaid & Medicare underpayments separately reported) Nutritional Counseling Serivces are subsidized - $84,568The organization is committed to offering a robust range of services to meet community needs; therefore some services such as emergency department services & maternal/child health services are operated with significant subsidies. Medical Staff Privileges Both the Beaver and Sewickley campuses have open medical staffs and privileges are granted to qualified physicians who meet established criteria. Only four departments have contractual arrangements so that physicians with privileges must belong to the contracting physician group: emergency department, radiology, pathology, and anesthesia. These are "hospital-based" physician specialties and such contractual arrangements are typical. All other departments are open to independent, qualified applicants. Improvements in Patient Care and Medical Education The Organization funds improvements in patient care and medical education in two ways: operating margin and grants from the two affiliated foundations. There are several means used by The Organization to improve patient care and support medical education: Qualified improvements for patient care, including Six Sigma/Lean Six Sigma methodology. Investment in facilities and equipment Support of medical education Support of community health servicesQuality Improvements in Patient Care The Organization has trained 118 people, including several physicians, in the Six Sigma/Lean Six Sigma quality improvement methodology and they have completed successful projects so they are now deemed "black belts" in this method. Some patient care performance highlights, as measured on the Organizations' Strategic Performance Index (balanced scorecard) include: high levels of compliance to national patient safety goals and CMS measures (97% and 96%, respectively). a patient fall rate of 1.8 per 1,000 patient days that has declined from 2.1 in 2008. a hospital acquired infection index of 1.0% which has decreased from 2.0% in fiscal year 2007.Investments in Facilities and Equipment The Organization has a significant capital budget, of approximately $30 million annually, primarily funded by operating margins. Recently, both hospital emergency departments have been renovated and expanded to meet patient volumes and improve service. Both foundations support facility enhancements and equipment in addition to the emergency department projects. The Sewickley Valley Hospital Foundation supports the purchase of maternity and infant care equipment and educational equipment for the School of Nursing. The Medical Center Foundation supports the purchase of cardiology and pediatric equipment.Medical Education The Organization has a family practice residency program in Beaver Falls, with an associated clinic, and a school of nursing in Moon Township. Both affiliated foundations offer nursing school scholarships.Community Health Services The Organization has a robust set of community health services which include: Pediatric asthma Diabetes Pregnancy health services The Community Advanced Illness Program (a palliative care program for people at the end of life) A pilot program in childhood obesity operated in partnership with the Quaker Valley School District and the Sewickley Valley YMCA.These services are supported through grants from the foundations. Also, nutritional services counseling is a program subsidized from operating funds.	OtherInformation
Affiliated Health Care System	Part VI, Line 7: The Organization is a wholly owned subsidiary of Heritage Valley Health System, Inc. and provides inpatient and outpatient health care and related services to the residents of Beaver County, PA, and Northwestern Allegheny County, PA, and the surrounding areas through its two acute care hospitals: Heritage Valley, Beaver and Heritage Valley, Sewickley.The Organization is part of an independent, community-based health system, unaffiliated with any other health care system. The roles of the Organization and its affiliated foundations are documented elsewhere in this form. The contracted physician practices also participate in community health improvement efforts. Several physicians participated in the diabetes clinical program and several have met certain criteria to be identified under the NCQA's diabetes physician recognition program. Also, one of the senior pediatricians in Tri-State Pediatric Associates is a champion for the Organization's childhood obesity program.	AffiliatedHealthCareSystem

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EIN Of RecipientEINOfRecipient	Amount Of Cash GrantAmountOfCashGrant	Method Of ValuationMethodOfValuation	Description Of Non Cash AssistanceDescriptionOfNonCashAssistance	Purpose Of GrantPurposeOfGrant
FISHER HEALTHCARE
1225 N MICHAEL DRIVE	WOOD DALE	IL	60191	000000000	8560	FMV	CONVERSION KIT	DISASTER PREPAREDNESS
VERATHON
20001 NORTH CREEK PARKWAY	BOTHELL	WA	98011	911248952	20775	FMV	GLIDESCOPE	DISASTER PREPAREDNESS

Field	Value	IRS element (for citing)
Total Nbr Of Other Organizations	3	TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	TUITION REIMBURSEMENT	TypeOfGrant
Number Of Recipients	104	NumberOfRecipients
Amount Of Cash Grant	150761	AmountOfCashGrant
Amount Of Non Cash Assistance	0	AmountOfNonCashAssistance
Method Of Valuation	FMV	MethodOfValuation
Description Of Non Cash Assistance	N/A	DescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Other Information:	Identifier
Return Reference	Part IV:	ReturnReference
Explanation	SCHEDULE I, PART I, LINE 2 - EDUCATIONAL ASSISTANCE IS GRANTED TO ACTIVE, ELIGIBLE FULL-TIME AND PART-TIME EMPLOYEES. CURRENT AND FUTURE EDUCATIONAL, TRAINING AND STAFFING NEEDS OF THE ORGANIZATION ARE TAKEN INTO CONSIDERATION WHEN GRANTING EDUCATIONAL ASSISTANCE. THE GRADE REPORT FOR EMPLOYEES RECEIVING EDUCATIONAL ASSISTANCE MUST SHOW A GRADE OF "C" OR BETTER FOR UNDERGRADUATE AND A "B" OR BETTER FOR GRADUATE LEVEL COURSES.	Explanation

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	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	0	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	0	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	0	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	0	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	0	AnyNonFixedPayments
Initial Contract Exception	0	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (20 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
NORMAN F MITRY
490002	0	0	0	9423	0	0	0	30088	0	529513	0	0	0
RICHARD HOGAN MD
0	304000	0	0	0	12238	0	0	0	13341	0	329579	0	0
J zdunek do
0	200000	0	0	0	59800	0	0	0	9608	0	269408	0	0
JAMES SCIBILIA MD
0	392131	0	0	0	500	0	0	0	23141	0	415772	0	0
ALEXANDAR VASILAKIS MD
0	470430	0	0	0	0	0	0	0	23141	0	493571	0	0
BRYan j randall
210001	0	0	0	6058	0	0	0	25555	0	241614	0	0	0
DANIEL BROOKS MD
275000	0	0	0	3108	0	0	0	25385	0	303493	0	0	0
ROSEMARY M NOLAN
275001	0	0	0	5206	0	0	0	18850	0	299057	0	0	0
BRUCE E EDWARDS
235000	0	0	0	4549	0	0	0	25380	0	264929	0	0	0
DAVID W CARLETON
190002	0	0	0	3654	0	0	0	29120	0	222776	0	0	0
RICHARD P BEAVER
185001	0	0	0	5497	0	0	0	11121	0	201619	0	0	0
THOMAS PANGBURN MD
341269	0	0	0	40710	0	0	0	29957	0	411936	0	0	0
JOHN L LUELLEN MD
334376	0	0	0	18951	0	0	0	29762	0	383089	0	0	0
RONALD d LECKeY MD
293021	0	0	0	37322	0	0	0	29680	0	360023	0	0	0
EDWIN h PAGE MD
286732	0	0	0	35889	0	0	0	27938	0	350559	0	0	0
GAIL J SHUMWAY MD
244220	0	0	0	37855	0	0	0	29680	0	311755	0	0	0
JOHN CY WRIGHT MD
0	639840	0	0	0	12900	0	0	0	23141	0	675881	0	0
GEORGE BRETT III MD
0	275989	0	0	0	120873	0	0	0	10016	0	406878	0	0
JAMES MEDITCH MD
0	251290	0	0	0	1050	0	0	0	23141	0	275481	0	0
Peter manolukas do
0	265243	0	0	0	20000	0	0	0	10016	0	295259	0	0

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (12 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
JAMES SCIBILIA MD
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	0	JAMES scibilia IS A BOARD MEMBER OF TRI-STATE PEDIATRIC ASSOCIATES, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to TRI-STATE PEDIATRIC ASSOCiaTES, INC. for services rendered.	0
J ZDUNEK DO
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	115776	J. ZDUNEK IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to Tri-State Medical Group, inc. for services rendered.	0
RICHARD HOGAN MD
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	0	RICHARD hogan IS A BOARD MEMBER OF SEWICKLEY VALLEY MEDICAL GROUP, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to SEWICKLEY VALLEY MEDICAL GROUP, INC. for services rendered.	0
GARRY HOGAN
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	115776	GARRY HOGAN IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to Tri-State Medical Group, inc. for services rendered.	0
GARRY HOGAN
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	0	GARRY HOGAN IS A BOARD MEMBER OF SEWICKLEY VALLEY MEDICAL GROUP, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to SEWICKLEY VALLEY MEDICAL GROUP, INC. for services rendered.	0
NORMAN F MITRY
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	115776	NORMAN mitry IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to Tri-State Medical Group, inc. for services rendered.	0
NORMAN F MITRY
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	0	NORMAN mitry IS A BOARD MEMBER OF SEWICKLEY VALLEY MEDICAL GROUP, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to SEWICKLEY VALLEY MEDICAL GROUP, INC. for services rendered.	0
NORMAN F MITRY
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	0	NORMAN mitry IS A BOARD MEMBER OF TRI-STATE PEDIATRIC ASSOCIATES, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to TRI-STATE PEDIATRIC ASSOCiaTES, INC. for services rendered.	0
TIMOTHY W MERRILL
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	115776	TIMOTHY merrill IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to Tri-State Medical Group, inc. for services rendered.	0
TIMOTHY W MERRILL
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	0	TIMOTHY merrill IS A BOARD MEMBER OF SEWICKLEY VALLEY MEDICAL GROUP, INC. -The listed amount for item C above represents payment by Valley Medical Facilities, inc. to SEWICKLEY VALLEY MEDICAL GROUP, INC. for services rendered.	0
ALEXANDER VASILAKIS MD
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	115776	ALEXANDER vasilakis IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - The listed amount for item C above represents payment by Valley Medical Facilities, inc. to Tri-State Medical Group, inc. for services rendered.	0
MARY KIRSCH CPA
BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES	0	MARY KIRSCH, CPA IS A SENIOR FINANCIAL MANAGER OF SIMIO, LLC OF WHICH DENNIS PEGDEN, ANOTHER BOARD MEMBER OF VALLEY MEDICAL FACILITIES OWNS MORE THAN 35%.	0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (12 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part I, Item C	Doing Business As	HERITAGE VALLEY, SEWICKLEY HERITAGE VALLEY, BEAVER
Form 990, Part VI, Section A, line 2		(A) NAME OF INTERESTED PERSON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION (C) AMOUNT OF TRANSACTION (D) DESCRIPTION OF TRANSACTION (A) NAME OF PERSON: JAMES SCIBILIA, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 0. (D) DESCRIPTION OF TRANSACTION: JAMES SCIBILIA IS A BOARD MEMBER OF TRI-STATE PEDIATRIC ASSOCIATES, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO TRI-STATE PEDIATRIC ASSOCIATES, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: J. ZDUNEK, D.O. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 115,776. (D) DESCRIPTION OF TRANSACTION: J. ZDUNEK IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO TRI-STATE MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: RICHARD HOGAN, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 0. (D) DESCRIPTION OF TRANSACTION: RICHARD hogan IS A BOARD MEMBER OF SEWICKLEY VALLEY MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO SEWICKLEY VALLEY MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: GARRY HOGAN (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 115,776. (D) DESCRIPTION OF TRANSACTION: GARRY HOGAN IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO TRI-STATE MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: GARRY HOGAN (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 0. (D) DESCRIPTION OF TRANSACTION: GARRY HOGAN IS A BOARD MEMBER OF SEWICKLEY VALLEY MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO SEWICKLEY VALLEY MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: NORMAN F. MITRY (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 115,776. (D) DESCRIPTION OF TRANSACTION: NORMAN mitry IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO TRI-STATE MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: NORMAN F. MITRY (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 0. (D) DESCRIPTION OF TRANSACTION: NORMAN mitry IS A BOARD MEMBER OF SEWICKLEY VALLEY MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO SEWICKLEY VALLEY MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: NORMAN F. MITRY (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 0. (D) DESCRIPTION OF TRANSACTION: NORMAN mitry IS A BOARD MEMBER OF TRI-STATE PEDIATRIC ASSOCIATES, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO TRI-STATE PEDIATRIC ASSOCIATES, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: TIMOTHY W. MERRILL (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 115,776. (D) DESCRIPTION OF TRANSACTION: TIMOTHY merrill IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO TRI-STATE MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: TIMOTHY W. MERRILL (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 0. (D) DESCRIPTION OF TRANSACTION: TIMOTHY merrill IS A BOARD MEMBER OF SEWICKLEY VALLEY MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO SEWICKLEY VALLEY MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: ALEXANDER VASILAKIS, M.D. (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 115,776. (D) DESCRIPTION OF TRANSACTION: ALEXANDER vasilakis IS A BOARD MEMBER OF TRI-STATE MEDICAL GROUP, INC. - THE LISTED AMOUNT FOR ITEM C ABOVE REPRESENTS PAYMENT BY VALLEY MEDICAL FACILITIES, INC. TO TRI-STATE MEDICAL GROUP, INC. FOR SERVICES RENDERED. (A) NAME OF PERSON: MARY KIRSCH, CPA (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD DIRECTOR OF VALLEY MEDICAL FACILITIES (C) AMOUNT OF TRANSACTION $ 0. (D) DESCRIPTION OF TRANSACTION: MARY KIRSCH, CPA IS A SENIOR FINANCIAL MANAGER OF SIMIO, LLC OF WHICH DENNIS PEGDEN, ANOTHER BOARD MEMBER OF VALLEY MEDICAL FACILITIES, inc. OWNS MORE THAN 35%.
Form 990, Part VI, Section A, line 6		VMF is owned 100% by Heritage Valley Health System (The System), its parent Company. The System has the right to participate in selected management decisions.
Form 990, Part VI, Section A, line 7a		VMF is owned 100% by Heritage Valley Health System (The System), its parent Company. The System has the right to participate in selected management decisions.
Form 990, Part VI, Section A, line 7b		VMF is owned 100% by Heritage Valley Health System (The System), its parent Company. The System has the right to participate in selected management decisions.
Form 990, Part VI, Section B, line 11		A draft of the completed Form 990 and all associated forms is MADE AVAILABLE ELeCTRONICALLY to all Board of Directors Members and Senior Management for review and comment prior to filing with the Internal Revenue Service (IRS). The Board of Directors has delegated the responsibility for review and approval of the form 990 to the Finance Committee of the Board, which meets, reviews, and approves the Form 990 prior to filing.
Form 990, Part VI, Section B, line 12c		CERTAIN non-merit employees WITH JOB RESPONSIBILITIES THat PROVIDE AN OPPORTUNITY TO INFLUENCE BUSINESS DECISIONS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST FORM ANNUALLY. these Conflict of Interest statements are reviewed annually by the Department Director and System Director for Corporate Compliance to determine if a conflict exists. Any potential conflicts are referred to the appropriate Vice President and Human Resources to confirm and resolve the conflict. For merit employees, Conflict of interest statements are reviewed annually by the Department Manager, Vice President or CEO. Any potential conflicts are managed by the CEO. Other Potentially Interested Parties, such as Board Members, Officers and Highly Compensated employees sign a statement annually which affirms such person has received a copy of the Conflict of Interest Policy, has read and understands the policy, has agreed to comply with the policy, and understands that the Organization is a charitable organization and that in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax exempt purposes. The Chairperson of the Board reviews annually a summary of the disclosure statements so that the Board members are familiar with potential conflicts. FORM 990, PART VI, LINE 14 THE ORGANIZATION HAS A RECORD RETENTION POLICY WHICH PROVIDES FOR THE RETENTION OF BUSINESS AND MEDICAL RECORDS, INCLUDING DESTRUCTION.
		FORM 990, PART VI, LINE 15 THERE WAS NO REVIEW CONDUCTED BY INDEPENDENT PERSONS AS NO INCREASES WERE PROVIDED DURING THIS TIME PERIOD.
Form 990, Part VI, Section C, line 19		The organization publishes condensed financial statements for public use on its website www.heritagevalley.org. GOVERNING DOCUMENTS AND POLICIES, INCLUDING CONFLICTS OF INTEREST, ARE MADE AVAILABLE UPON REQUEST.
Form 990, Part XI, Line 2c		THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
		SCH. D. PART V LINE 4 Board Designated assets are unrestricted funds under the control of the Board of Directors. The majority of these funds are held in the Master Trust. The remaining funds are in the Checking and Money Market accounts. All interest, realized gains/losses, and unrealized gains/losses associated with these funds remain as Board Designated funds. Donor restricted specific purpose funds are composed of both Temporary and Permanent restricted funds. All funds earn interest, realized gains/losses, and unrealized gains/losses. Interest can be restricted by the donor, in which case it remains in the fund. The donor determines the interest classification at the time of the donation. The majority of the funds are held in the Master Trust with the remainder being in the Checking Account or Money Market accountS. Funds held by Heritage Valley Sewickley Foundation: Cardiology Fund - Restricted for cardiology/cardiac Rehab but otherwise unrestricted. Chaplain Fund - Restricted to use for the Chaplaincy program but otherwise unrestricted. Critical Care Fund - Restricted to Critical Care but otherwise unrestricted. Capital Project Fund - To be used to fund purchases of items designated through approved Heritage Valley Sewickley (HVS) capital budget. Margaret M. Dick Scholarship fund - Restricted endowment. Income only to be used to fund full-time first year students enrolled in HVS's School of Nursing. Emergency Department Fund - For Emergency Department use to benefit children at Medical Director's discretion; and for funding Emergency Department program & equipment needs. Irwin S. Terner Memorial Eye Glass fund - Restricted to purchase of eyeglasses for those that are unable to pay. Referrals to access this fund must be sent to Case management of HVS for evaluation of patient's needs. Ophthalmologists on staff provide glasses at cost. Eye Surgery Equipment fund - Equipment needs for Eye Department. Free Care Fund (CHARITY cARE) - To pay for prescription drugs for qualified needy patients to a maximum of $5,000 per year; and to pay for services for qualified needy as assessed by Case Management. (Currently transferring 10% per year for HVS charity care.) Thomas R. Havrilla School of Radiology Scholarship Fund - established by brighton radiology associates in memory of their friend and colleague to encourage individuals to pursue careers in radiology & employment at Valley Medical Facilities and Affiliates. Income Earned will be used annually to provide financial assistance to the top academic student completing their first year of training to assist them with their second year tuition costs. MacFarlane scholarship fund - restricted endowment. Annual interest is used for $1,500 scholarships for hvs school of nursing students who demonstrate financial need and superior clinical performance as determined by the administrator and faculty of the school. Hitchak scholarship - established with $11,000 gift from hitchak family members to endow a scholarship for graduate nursing studies. Maternal and infant child care fund - restricted for use of maternity and infant child care but otherwise unrestricted. E. Thorne Mckallip professional nursing development fund - restricted fund Income earned benefits members of hvs nursing staff in their professional development, excluding formal education preparation: Initial Nursing Certification fee Nursing recertification continuing education credits Fees for local continuing education Out-of-state continuing education (fees, transportation, accommodations) In-house education Oncology Fund - restricted for use for inpatient oncology services otherwise unrestricted. OR/Lab - restricted endowment. Restricted to use for the benefit of the operating rooms and the laboratory, but otherwise unrestricted. Rust foundation book loan - restricted for use for low interest loans for school of nursing students to provide financial assistance for books. School of nursing fund - Restricted to use for the capital and/or operating needs for the heritage valley school of nursing and financial assistance for its students but otherwise unrestricted. School of nursing alumni fund - balance of $1,000 for 10 years to provide an annual graduation gift of $100-$200, as determined by faculty of school. $500 to be set aside for 5 years for the re-establishment of an active alumnae association. After 2015, money will then be in the general fund for school of nursing. Money is utilized for speakers for students and graduates, as determined by director of school of nursing and one alumna. Dr. Sidney Selkovitz Endowed Fund - Permanently restricted endowed fund to benefit HVS. Principal will remain intact for perpetuity & interest income is used annually to further the work of HVS. The fund will be available for additional gifts for family, friends, & former patients who wish to pay tribute to Dr. Selkovitz. Speech Therapy Fund - Restricted to speech pathology but otherwise unrestricted. Elizabeth S. Standish Scholarship fund - Restricted Endowment. Income only to be used annually to provide scholarship for needy student of high scholastic standing enrolled in HVS's school of nursing and its faculty. (Currently provides $2,000 scholarship each year.) Staunton Clinic Fund - restricted to use for Staunton clinic but otherwise unrestricted. Temporary Restricted Fund - Temporary hold for Auxiliary donations until funds used for assigned projects; and formerly used to hold founders society donations (prior to 2000). Community Health Services Fund - Pediatric Asthma program; diabetes program; lifesmart program; pregnancy health services program; community advanced illness program; pediatric obesity program. Emergency department renovation fund - emergency department renovation project.
		Funds Held by Heritage Valley Beaver Foundation: Cardiology Fund - Restricted for cardiology/cardiac catheterization needs for Heritage Valley Beaver, but otherwise unrestricted. Center Civic Women's Club Fund - Restricted fund established in 1999 by Center Civic Women's Club to help cover expenses not reimbursed by insurance for cosmetic items (wigs, turbans, prostheses, etc.) for Beaver County women receiving cancer treatment through a heritage valley hospital heritage valley beaver or heritage valley Sewickley. Heritage Valley Beaver Foundation administers the fund. (includes criteria for eligibility). Cancer Treatment Center Benevolent Fund - To be used to assist patients who have exhausted their personal resources to battle cancer by assisting with transportation, medication or equipment needs. Allocations are based on recommendations from hospital case managers and cancer treatment center nursing. Restrictions: Pharmacy staff must be notified when prescription funding is required and the medication will be provided at cost with a separate bill sent to the foundation. Development Fund - Restricted for equipment and building (capital) needs for Heritage Valley Beaver. Community Health Services Fund - Pregnancy Health Services Program; diabetes program; lifesmart program; community advanced illness program; pediatric asthma program. Emergency Department Fund - To provide funding for equipment and program needs for Heritage Valley Beaver's Emergency Department. Emergency department renovation fund - emergency department renovation project. Equipment fund - to provide funding for equipment needs for heritage valley beaver. Free Care Fund - To reimburse heritage valley beaver for free care provided to patients treated; to assist with prescription drugs for qualified needy patients to a maximum of $5,000 per year or to pay for services for qualified needy as assessed by case management director. Labor & delivery fund - Restricted for use of heritage valley beaver maternity and infant child care. Honduras medical relief fund - reimbursement of expenses for heritage valley beaver physicians' medical missions to Honduras. Medical staff fund - funds are to be used for patient care purposes only, subject to the medical staff's endorsement. Pediatrics fund - restricted for use of heritage valley beaver pediatric unit for equipment and programs. Oncology Fund - To provide funding for equipment and program needs for Heritage Valley Beaver inpatient oncology, heritage valley beaver satellite facilities providing oncology services, and oncology services through the University of pittsburgh medical center / valley medical facilities, inc. cancer center, Beaver campus. Temporarily Restricted Fund - Auxiliary donations used for assigned projects. Endowment #2 - Permanently restricted endowments - Trust to be used exclusively for the rehabilitation of existing facilities, construction of new buildings, providing for special equipment and services and for expenses of deserving patients of Heritage Valley, Beaver. The trust is irrevocable but may be terminated at any time by the donor. Endowment #3939 - permanently restricted endowments - Established for Rochester General Hospital (predecessor hospital) to be used for the construction of new buildings, rehabilitation of existing facilities, provide for special equipment and services, and such other purposes as the Donor shall from time to time designate. Lida McHattie - Permanently Restricted Endowments - Beaver Foundation receives 1/6th share of the net income per quarter. Arthur E. Mayer - Permanently Restricted Endowments - Established in 1964. Martha Brown - Permanently Restricted Endowments - Established in 1973, Irrevocable Trust under Will. Mayer Society (Oncology) - Permanently Restricted Endowments - Cash gift to Beaver Foundation's endowment by Murray & Cecyl Thaw. In honor of their children Deborah & Robert. FUNDS HELD BY VALLEY MEDICAL FACILITIES Under Control of Heritage Valley Sewickley Foundation: Edith Oliver Rea Fund - Principal & income to be used by the President at his discretion for such purposes, as to help deserving individuals in need of financial assistance. Craig Family Memorial Fund - Restricted endowment. Income only to be used for Staunton Clinic. The Medical Director of the Clinic shall propose the use of such funds, and their expenditure will be made in accordance with the usual practices of the Hvs. Endowment - To be used at the discretion of the management/Board of valley medical facilities, inc. to support the mission of HVS. William m. Fitch Memorial Fund - Restricted endowment. Annual interest income to be used to encourage, stimulate and aid the governing board of hvs to maintain a position of being ever alert to changing opportunities for contributing to the health of the community served by HVS. Martha J. O'Rourke School of Nursing Scholarship - Restricted endowment. Income only to be used to provide financial assistance to a student of heritage valley sewickley's school of nursing. Van Kleeck Blood Bank Memorial Fund - restricted endowment - Income earned by the fund to benefit HVS blood bank by authorization of the president. Interest and principal invested in Vanguard GNMA funds with interest earnings reinvested until needed. Principal shall not be expended; however, should some extraordinary need arise in connection with the operation of the blood bank, it is understood that the hospital's board may authorize the expenditure of the principal to meet that need.

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	Direct Controlling Entity NADirectControllingEntityNA
SEWICKLEY VALLEY HOSPITAL FOUNDATION
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	251801533	FUNDRAISING	PA	501(C)(3)	11C	N/A
THE MEDICAL CENTER FOUNDATION
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	251441516	FUNDRAISING	PA	501(C)(3)	11C	N/A
HERITAGE VALLEY HEALTH SYSTEM INC
1000 dutch ridge road	beaver	PA	15009	251441518	PARENT SUPPORTING ORG	PA	501(C)(3)	11C	N/A
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	N/A

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	Address Line1AddressForeign/AddressLine1	CityAddressForeign/City	Province Or StateAddressForeign/ProvinceOrState	CountryAddressForeign/Country	Legal Domicile Foreign CountryLegalDomicileForeignCountry
TRI-STATE OBSTETRICS & GYNECOLOGY
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	251776052	PHYSICIAN PRACTICE	PA	C
TRI-STATE PEDIATRIC ASSOCIATES INC
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	251775950	PHYSICIAN PRACTICE	PA	C
SEWICKLEY VALLEY MEDICAL GROUP INC
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	251717258	PHYSICIAN PRACTICE	PA	C
HERITAGE VALLEY INSURANCE COMPANY
					PROFESIONAL LIABILITY CAPTIVE		C	PO BOX 1051	GRAND CAYMAN	CAYMAN ISLANDS	CJ	CJ
TRI-STATE MEDICAL GROUP INC
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	251775949	PHYSICIAN PRACTICE	PA	C
TRI-STATE GYNECOLOGY INC
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	841647473	PHYSICIAN PRACTICE	PA	C

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	0	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	0	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	1	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	0	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	0	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	0	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	0	ExchangeOfAssets
Rental Of Facilities To Other Orgs	1	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	0	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	0	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	1	PerformOfServicesByOtherOrgs
Sharing Of Facilities	1	SharingOfFacilities
Sharing Of Paid Employees	1	SharingOfPaidEmployees
Reimbursement Paid To Other Org	1	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	1	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	1	OtherTransferToOtherOrg
Other Transfer From Other Org	0	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved
SEWICKLEY VALLEY HOSPITAL FOUNDATION
C	2473929
THE MEDICAL CENTER FOUNDATION
C	1353642
VALLEY MEDICAL FACILITIES INC WORKERS COMPENSATION TRUST FUND
Q	600000