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Nonprofiteer
← EXCELA HEALTH

Form 990 for tax year 2023

Filed by EXCELA HEALTH.

Totals

Total revenue
$6,260,749
Total expenses
$6,338,984
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,180,355
Investment income
$583,021
Other revenue
$4,497,373
Total assets, end of year
$230,981,736
Total liabilities, end of year
$253,048,816
Net assets or fund balances, end of year
-$22,067,080
Program services expenses (Part IX)
$6,338,984
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$6,338,984

Program services were 100.0% 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.

  • 2a · Program service revenue: SUBSIDIARY MANAGEMENT FEE

    total $1,180,355 · related or exempt $1,180,355

  • 3 · Investment income

    total $573,441 · excluded $573,441

  • 4 · Income from investment of tax-exempt bond proceeds

    total $9,580 · excluded $9,580

  • 11a · Other revenue: MEC EQUITY INCOME

    total $4,876,276 · excluded $4,876,276

  • 11b · Other revenue: MEC MANAGEMENT FEE

    total $25,000 · excluded $25,000

  • 11c · Other revenue: OTHER REVENUE

    total -$403,903 · excluded -$403,903

  • 11e · Other revenue, total

    $4,497,373

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $2,898,481 · program services $2,898,481

  • 8 · Pension plan contributions

    total $49,609 · program services $49,609

  • 9 · Other employee benefits

    total $260,311 · program services $260,311

  • 10 · Payroll taxes

    total $94,094 · program services $94,094

  • 11b · Fees: legal

    total $88,577 · program services $88,577

  • 11c · Fees: accounting

    total $400 · program services $400

  • 11g · Fees: other

    total $1,179,849 · program services $1,179,849

  • 12 · Advertising and promotion

    total $130 · program services $130

  • 13 · Office expenses

    total $2,428 · program services $2,428

  • 17 · Travel

    total $17,286 · program services $17,286

  • 19 · Conferences, conventions and meetings

    total $1,250 · program services $1,250

  • 20 · Interest

    total $1,664,463 · program services $1,664,463

  • 22 · Depreciation, depletion and amortization

    total $76,776 · program services $76,776

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $4,305 · program services $4,305

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $1,025 · program services $1,025

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $33,179,127 · end of year $37,844,026

  • 4 · Accounts receivable

    beginning of year $1,963 · end of year $1,963

  • 9 · Prepaid expenses and deferred charges

    beginning of year $615,120 · end of year $615,120

  • 10a · Land, buildings and equipment: cost or other basis

    $210,821

  • 10b · Land, buildings and equipment: accumulated depreciation

    $185,821

  • 10c · Land, buildings and equipment, net

    beginning of year $25,000 · end of year $25,000

  • 12 · Investments: other securities

    beginning of year $28,696,416 · end of year $18,297,482

  • 15 · Other assets

    beginning of year $174,572,740 · end of year $174,198,145

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,670,404 · end of year $1,605,364

  • 20 · Tax-exempt bond liabilities

    beginning of year $81,849,925 · end of year $75,890,265

  • 25 · Other liabilities

    beginning of year $191,805,608 · end of year $175,553,187

  • 27 · Net assets without donor restrictions

    beginning of year -$39,235,571 · end of year -$22,067,080

Mission and programs · 2023

Mission

EXCELA HEALTH, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, EXISTS TO PROVIDE A TRUSTED DELIVERY OF CARE WHICH MAKES A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH.

Activities or mission (Part I)

EXCELA HEALTH, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, WILL BE RECOGNIZED AS THE PREMIER PROVIDER OF HIGH QUALITY, VALUE-DRIVEN AFFORDABLE INTEGRATED CARE IN THE REGION. WE WILL ACHIEVE THIS THROUGH UNWAVERING COMMITMENT TO INDIVIDUAL AND ORGANIZATIONAL EXCELLENCE AND TECHNOLOGICAL INNOVATION.

  • ABOUT EXCELA HEALTH IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCHEXCELA HEALTH, THE LEADING HEALTH CARE PROVIDER AND THE LARGEST EMPLOYER IN WESTMORELAND COUNTY, BROUGHT TOGETHER THREE HOSPITALS IN 2004 WESTMORELAND HOSPITAL IN GREENSBURG, FRICK HOSPITAL IN MOUNT PLEASANT AND LATROBE HOSPITAL IN LATROBE WITH THE GOAL OF SERVING AS A REGIONAL HEALTH CARE SYSTEM THAT EMBODIES HIGH QUALITY, ACCESSIBILITY AND ADVANCED TECHNOLOGY LOCALLY. MORE TO THE POINT, EXCELA HEALTH SEEKS TO LIVE ITS MISSION OF "IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH" COUCHED IN VALUES KNOWN AS THE EXCELA WAY. EVIDENCE OF THOSE IDEALS CAN BE FOUND IN THE EVENTS OF FISCAL YEAR 2024, WITH THE ADDITION OF NEW CONCEPTS, SERVICES AND TECHNOLOGIES WHILE, AT THE SAME TIME, GARNERING RECOGNITION FOR ITS EFFORTS FROM NATIONAL, REGIONAL AND LOCAL ORGANIZATIONS. IN ALL CASES, THE RESULTING PROGRAMS, SERVICES AND AWARDS BENEFITTED THE AREA'S CITIZENRY AND DEMONSTRATED A FOCUS ON QUALITY MEASURES, FURTHER ENHANCING THE WAY EXCELA HEALTH PROVIDES CARE. PERHAPS MORE IMPORTANT IS THE CONTINUING ADDITION OF HIGHLY TRAINED PHYSICIANS, NURSES AND HEALTH CARE PROFESSIONALS. TOGETHER, MANAGEMENT, THE BOARD OF TRUSTEES AND MEDICAL STAFF COLLABORATE DILIGENTLY, AND THOUGHTFULLY, TO PROVIDE OUTSTANDING CARE TO THIS REGION. ON JANUARY 1, 2023, EXCELA HEALTH ENTERED INTO AN AFFILIATION WITH BUTLER HEALTH SYSTEM, INC. (BHS) TO CREATE A NEW PARENT CORPORATION NAMED INDEPENDENCE HEALTH SYSTEM (IHS), WHICH HAS GOVERNANCE AUTHORITY OVER BOTH ORGANIZATIONS.AS A PENNSYLVANIA NONPROFIT CORPORATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, EXCELA HEALTH WAS ORIGINALLY INCORPORATED AS SUCH EFFECTIVE JULY 1, 1984, PREVIOUSLY KNOWN AS SOUTHWEST HEALTH SYSTEM, THEN WESTMORELAND HEALTH SYSTEM, FOLLOWED BY WESTMORELAND LATROBE HEALTH PARTNERS AND, FINALLY, EXCELA HEALTH. IN ADDITION TO ITS HOSPITALS, EXCELA HEALTH ENCOMPASSES OTHER HEALTH-RELATED SUBSIDIARIES AND CONTINUES TO EXPAND AS THE NEEDS OF THE COMMUNITY DEMAND.

    Expenses $6,338,984 · Revenue $1,180,355

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • See Schedule O

    TREASURY REG. SEC. 1.6033-

    Total calculated
    $0
    Hours/week
    1

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.

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.

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.

  • BUTLER AMBULATORY SURGERY CENTER LLC

    AMBULATORY SURG. · PA

  • BHS FASTERCARE

    URGENT CARE · PA

  • BHS FASTER CARE LABORATORY

    LAB. SERVICES · PA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • EXCELA HEALTH PHYSICIAN PRACTICES

    C · HEALTH CARE · PA

  • EXCELA HEALTH HOLDING COMPANY

    C · HEALTH CARE · PA · 100% owned · share of income -$81,702,926 · share of assets $131,157,266 · controlled entity

    Directly controlled by EXCELA HEALTH

  • EXCELA HEALTH VENTURES LLC

    C · REAL ESTATE · PA

  • EXCELA RECIPROCAL RRG & SUBSIDIARY

    C · INSURANCE · VT · 100% owned · share of income $5,327,906 · share of assets $5,724,906 · controlled entity

    Directly controlled by EXCELA HEALTH

  • EXCELA PHYSICIAN HOSPITAL ORGANIZATION LLC

    C · HEALTH CARE · PA · 100% owned · share of income $2,787,873 · share of assets $4,614,219 · controlled entity

    Directly controlled by EXCELA HEALTH

  • EXCELA HEALTH DIVERSIFIED SERVICES LLC

    C · HEALTH CARE · PA

  • PCA OF BUTLER PC

    C · PHY. OFFICE · PA

  • CLARION DEVELOPMENT CORPORATION

    C · PHARMACY · PA

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202501349349303615

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