Form 990 for tax year 2023
Filed by MEDICAL CENTER BEAVER PA INC WORKERS COMPENSATION TRUST FUND.
Totals
- Total revenue
- $486
- Total expenses
- $29
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $486
- Other revenue
- $0
- Total assets, end of year
- $9,531
- Total liabilities, end of year
- $39,871
- Net assets or fund balances, end of year
- -$30,340
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $29
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $486 · excluded $486
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $29 · management and general $29
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $9,037 · end of year $9,490
-
4 · Accounts receivable
beginning of year $37 · end of year $41
-
17 · Accounts payable and accrued expenses
beginning of year $39,871 · end of year $39,871
-
27 · Net assets without donor restrictions
beginning of year -$30,797 · end of year -$30,340
Mission and programs · 2023
Mission
PROVIDES WORKER'S COMPENSATION BENEFITS TO EMPLOYEES OF VALLEY MEDICAL FACILITIES INC., DBA HERITAGE VALLEY, BEAVER.
-
PROVIDES WORKER'S COMPENSATION BENEFITS TO EMPLOYEES OF HERITAGE VALLEY, BEAVER.
As filed on the 2023 return.
Listed in Part VII
-
Norman F MitryNORMAN F MITRY
PRESIDENT & CEO
- Total calculated
- $1,177,881
- From this org
- $0
- From related orgs
- $1,133,045
- Other
- $44,836
- Hours/week
- 2 + 64.75 related
Schedule J breakdown matched by us
- Base
- $0 + $840,814 related
- Bonus
- $0 + $250,250 related
- Other
- $0 + $41,981 related
- Deferred
- $0 + $28,098 related
- Nontaxable benefits
- $0 + $16,738 related
- Filer's total
- $0 + $1,177,881 related
-
Scott M ElsteSCOTT M ELSTE
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Susan Paone DhaSUSAN PAONE DHA
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Bob TerwilligerBOB TERWILLIGER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Fred ClericiFRED CLERICI
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Lynn George PhDLYNN GEORGE PHD
EMERITUS BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Ann Marie EvansANN MARIE EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Michael Malkowski MDMICHAEL MALKOWSKI MD
DIRECTOR/PHYSICIAN
- Total calculated
- $640,494
- From this org
- $0
- From related orgs
- $607,218
- Other
- $33,276
- Hours/week
- 2 + 41.25 related
Schedule J breakdown matched by us
- Base
- $0 + $476,316 related
- Bonus
- $0 + $115,702 related
- Other
- $0 + $15,200 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $20,076 related
- Filer's total
- $0 + $640,494 related
-
Kevin FlanneryKEVIN FLANNERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Thomas LeydigTHOMAS LEYDIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Jeffrey Hein MDJEFFREY HEIN MD
DIRECTOR/PHYSICIAN
- Total calculated
- $545,822
- From this org
- $0
- From related orgs
- $514,412
- Other
- $31,410
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $195,214 related
- Bonus
- $0 + $287,148 related
- Other
- $0 + $32,050 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $18,210 related
- Filer's total
- $0 + $545,822 related
-
Roger Davis EdDROGER DAVIS EDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Charles Kelly EsqCHARLES KELLY ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Richard Bowers MDRICHARD BOWERS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Karen Jerome-Zapadka MDKAREN JEROME-ZAPADKA MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Diana Kozlina-Peretic DnpDIANA KOZLINA-PERETIC DNP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Sridhar Tayurm PhDSRIDHAR TAYURM PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Garrett RichardsonGARRETT RICHARDSON
ASST. TREASURER, ASSOCIATE VP, FINANCE
- Total calculated
- $222,279
- From this org
- $0
- From related orgs
- $210,471
- Other
- $11,808
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $204,327 related
- Bonus
- $0
- Other
- $0 + $6,144 related
- Deferred
- $0 + $11,084 related
- Nontaxable benefits
- $0 + $724 related
- Filer's total
- $0 + $222,279 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- HERITAGE VALLEY HEALTH SYSTEM'S BOARD OF DIRECTORS HAS APPOINTED AN EXECUTIVE COMPENSATION COMMITTEE TO REVIEW THE SALARIES FOR THE ORGANIZATION'S CEO AND OTHER SENIOR MANAGEMENT OFFICIALS. AS PART OF THE REVIEW, THE EXECUTIVE COMPENSATION COMMITTEE ENGAGED AN OUTSIDE CONSULTING FIRM TO REVIEW THE BASE SALARIES OF THE SENIOR MANAGEMENT TEAM INCLUDING THE CEO IN COMPARISON TO THE MARKET TO ENSURE REASONABLENESS OF COMPENSATION. MARKET ADJUSTMENTS ARE MADE ACCORDINGLY IN INSTANCES WHERE DATA SUPPORTED SUCH CHANGES FOR THIS PERIOD. BONUSES ARE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN WHICH WAS DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS SEVERAL YEARS AGO.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
HERITAGE VALLEY HEALTH SYSTEM INC
501(C)(3) · PARENT SUPPORTING ORG · PA
-
501(C)(3) · HOSPITAL · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
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HOSPITALITY SHOP OF SEWICKLEY VALLEY
501(C)(3) · FUNDRAISING · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
-
501(C)(3) · FUNDRAISING · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
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HERITAGE VALLEY HEALTH SYSTEM FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
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HERITAGE VALLEY HEALTHCARE NETWORK LLC
501(C)(3) · CLINICALLY INTEGRATED NETWORK · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
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HERITAGE VALLEY HEALTHCARE NETWORK ACO LLC
501(C)(3) · CLINICALLY INTEGRATED NETWORK · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
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OVH PROFESSIONAL LIABILITY SELF-INSURANCE
501(C)(3) · MALPRACTICE INSURANCE · PA
Directly controlled by VALLEY MEDICAL FACILITIES INC
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OVH WORKER COMPENSATION SELF-INSURANCE TRUST
501(C)(3) · WORKERS COMPENSATION · PA
Directly controlled by VALLEY MEDICAL FACILITIES INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
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CONSOLIDATED SUPPLY CHAIN SERVICES
GROUP PURCHASING · PA
-
EDGEWORTH COMMONS GROUP LLC
SURGERY CENTER · PA
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BEAVER VALLEY AMBULATORY SURGERY CENTER LLC
SURGERY CENTER · PA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
TRI-STATE OBSTETRICS & GYNECOLOGY
C · PHYSICIAN PRACTICE · PA
-
HERITAGE VALLEY PEDIATRICS INC
C · PHYSICIAN PRACTICE · PA
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HERITAGE VALLEY MULTISPECIALTY GROUP INC
C · PHYSICIAN PRACTICE · PA
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TRI-STATE GYNECOLOGY INC
C · PHYSICIAN PRACTICE · PA
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HERITAGE VALLEY INSURANCE COMPANY
C · PROFESSIONAL LIABILITY CAPTIVE · CJ
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EMBROOKE INCORPORATED
C · AMBULANCE SERVICES · PA
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KBS ANESTHESIA INC
C · PROVIDES MEDICAL SERVICES · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541329349306559
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