Form 990 for tax year 2022
Filed by WESTMORELAND HOSPITAL FOUNDATION.
Totals
- Total revenue
- $1,317,050
- Total expenses
- $579,263
- Contributions and grants received
- $693,922
- Grants paid
- $338,376
- Program services expenses (Part IX)
- $422,181
- Management and general expenses
- $157,082
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $422,181
Program services were 72.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
RAY T CHARLEY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RONALD EBERHARDT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
CAROL WILLIAMS
SECRETARY (UNTIL DEC. 2022)
- Total calculated
- $0
- Hours/week
- 1
-
DAVID DELISI
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KARL EISAMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD HARRER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JACQUELINE HORRALL PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM JENKINS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN KLINE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HON CHARLES LOUGHRAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID W LYNN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
EDWARD MIEDEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DON SCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JESS STAIRS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS S ALBANESI JR CPA
CFO/ASSISTANT TREASURER
- Total calculated
- $429,339
- From this org
- $0
- From related orgs
- $398,089
- Other
- $31,250
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $365,574 related
- Bonus
- $0 + $32,515 related
- Other
- $0
- Deferred
- $0 + $16,724 related
- Nontaxable benefits
- $0 + $14,526 related
- Filer's total
- $0 + $429,339 related
-
JOHN M SPHON
CEO OF EXCELA HEALTH
- Total calculated
- $746,574
- From this org
- $0
- From related orgs
- $709,195
- Other
- $37,379
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $700,000 related
- Bonus
- $0 + $9,195 related
- Other
- $0
- Deferred
- $0 + $22,696 related
- Nontaxable benefits
- $0 + $14,683 related
- Filer's total
- $0 + $746,574 related
-
KEN DEFURIO
PRESIDENT & CEO
- Total calculated
- $1,300,600
- From this org
- $0
- From related orgs
- $1,015,706
- Other
- $284,894
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $693,580 related
- Bonus
- $0 + $280,001 related
- Other
- $0 + $42,125 related
- Deferred
- $0 + $263,951 related
- Nontaxable benefits
- $0 + $20,943 related
- Filer's total
- $0 + $1,300,600 related
-
ALBERT J NOVAK JR
VP,CHIEF PHILANTHROPY(UNTIL 09/22)
- Total calculated
- $207,091
- From this org
- $0
- From related orgs
- $185,817
- Other
- $21,274
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $126,245 related
- Bonus
- $0 + $59,572 related
- Other
- $0
- Deferred
- $0 + $10,442 related
- Nontaxable benefits
- $0 + $10,832 related
- Filer's total
- $0 + $207,091 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 — 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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
- THE ORGANIZATION'S CEO IS PAID BY EXCELA HEALTH. EXCELA HEALTH USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- PART I, LINE 4B
- A CONTRIBUTION TO A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WAS MADE FOR THE FOLLOWING EMPLOYEE: KEN DEFURIO - $242,201
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
-
$197,909
TO SUPPORT INFANT MORATLITY
-
$56,274
TO SUPPORT ORTHO EXCELLENCE
-
WESTMORELAND REGIONAL HOSPITAL
$38,500
TO FUND THE ACQUISITION OF VARIOUS MEDICAL EQUIPMENT AND SUPPORT HOSPITAL
-
$14,497
TRAUMA TURNIQUETTS
-
$13,789
TO SUPPORT PROJECT FUND AND GOLF OUTING
-
AED
-
$6,030
TO SUPPORT WITH UKRAINE RELIEF
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.
-
501(C)(3) · HEALTH CARE · PA
Directly controlled by EXCELA HEALTH
-
WESTMORELAND REGIONAL HOSPITAL
501(C)(3) · HEALTH CARE · PA
Directly controlled by EXCELA HEALTH
-
LATROBE AREA HOSPITAL CHARITABLE FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by LATROBE AREA HOSPITAL
-
501(C)(3) · HEALTH CARE · PA
Directly controlled by EXCELA HEALTH
-
EXCELA HEALTH HOME CARE AND HOSPICE
501(C)(3) · HEALTH CARE · PA
Directly controlled by EXCELA HEALTH
-
501(C)(3) · HEALTH CARE · PA
Directly controlled by INDEPENDENCE HEALTH SYSTEM
-
501(C)(3) · HEALTH CARE · PA
Directly controlled by EXCELA HEALTH
-
MOUNTAIN VIEW CANCER ASSOCIATES INC
501(C)(3) · HEALTH CARE · PA
Directly controlled by EXCELA HEALTH
-
501(C)(3) · HC DELIV SYST · PA
Directly controlled by INDEPENDENCE HEALTH SYSTEM
-
501(C)(3) · HOSPITAL · PA
Directly controlled by BUTLER HEALTH SYSTEM
-
501(C)(3) · PHYSICIAN PRACTICE · PA
Directly controlled by BUTLER HEALTH SYSTEM
-
501(C)(3) · REAL ESTATE · PA
Directly controlled by BUTLER HEALTH SYSTEM
-
BUTLER HEALTH SYSTEM FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by BUTLER HEALTH SYSTEM
-
501(C)(3) · HOSPITAL · PA
Directly controlled by CLARION HEALTHCARE SYSTEM
-
501(C)(3) · PHYS. GROUP · PA
Directly controlled by CLARION HEALTHCARE SYSTEM
-
501(C)(3) · HOLDING COMP. · PA
Directly controlled by BUTLER HEALTH SYSTEM
-
CLARION HOSPITAL SELF INS TRUST FUND
501(C)(3) · SELF INSURANCE · PA
Directly controlled by CLARION HEALTHCARE SYSTEM
-
BUTLER MEMORIAL HOSPITAL AUXILIARY
501(C)(3) · AUXILIARY · PA
Directly controlled by BUTLER HEALTH SYSTEM
-
501(C)(3) · HEALTH CARE · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441349349300609
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