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Nonprofiteer
← CLARION HOSPITAL

Form 990 for tax year 2023

Filed by CLARION HOSPITAL.

Totals

Total revenue
$57,841,700
Total expenses
$55,718,715
Contributions and grants received
$185,156
Grants paid
$0
Program service revenue
$56,469,504
Investment income
$546,559
Other revenue
$640,481
Total assets, end of year
$76,216,427
Total liabilities, end of year
$44,161,748
Net assets or fund balances, end of year
$32,054,679
Program services expenses (Part IX)
$41,266,587
Management and general expenses
$14,452,128
Fundraising expenses
$0
Program service expenses (Part III)
$41,266,587

Program services were 74.1% 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.

  • 1e · Government grants (contributions)

    $158,000

  • 1f · All other contributions, gifts and grants

    $27,156

  • 2a · Program service revenue: PATIENT CARE SERVICE REVENUE

    total $52,441,093 · related or exempt $52,441,093

  • 2b · Program service revenue: PENNSYLVANIA RURAL HEALTH MODEL R

    total $4,023,267 · related or exempt $4,023,267

  • 2c · Program service revenue: OTHER OPERATING REVENUE

    total $5,144 · related or exempt $5,144

  • 3 · Investment income

    total $471,012 · excluded $471,012

  • 6a · Gross rents

    real property $373,322

  • 6b · Less rental expenses

    real property $35,271

  • 6c · Rental income or loss

    real property $338,051

  • 6d · Net rental income or loss

    total $338,051 · excluded $338,051

  • 7a · Gross sales of assets other than inventory

    other assets $75,547

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $75,547

  • 7d · Net gain or loss

    total $75,547 · excluded $75,547

  • 11a · Other revenue: CAFETERIA

    total $302,430 · related or exempt $302,430

  • 11e · Other revenue, total

    $302,430

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $17,216,108 · program services $12,567,759 · management and general $4,648,349

  • 8 · Pension plan contributions

    total $420,000 · program services $306,600 · management and general $113,400

  • 9 · Other employee benefits

    total $1,296,329 · program services $946,320 · management and general $350,009

  • 10 · Payroll taxes

    total $1,299,771 · program services $948,833 · management and general $350,938

  • 11a · Fees: management

    total $4,153,382 · management and general $4,153,382

  • 11b · Fees: legal

    total $3,713 · management and general $3,713

  • 11g · Fees: other

    total $11,494,200 · program services $8,752,904 · management and general $2,741,296

  • 12 · Advertising and promotion

    total $183,801 · program services $134,175 · management and general $49,626

  • 13 · Office expenses

    total $184,416 · program services $134,624 · management and general $49,792

  • 14 · Information technology

    total $118,015 · program services $86,151 · management and general $31,864

  • 16 · Occupancy

    total $1,417,265 · program services $1,034,603 · management and general $382,662

  • 17 · Travel

    total $124,732 · program services $91,054 · management and general $33,678

  • 19 · Conferences, conventions and meetings

    total $34,295 · program services $25,035 · management and general $9,260

  • 20 · Interest

    total $9,130 · program services $6,665 · management and general $2,465

  • 22 · Depreciation, depletion and amortization

    total $2,250,023 · program services $1,642,517 · management and general $607,506

  • 23 · Insurance

    total $723,276 · program services $527,991 · management and general $195,285

  • 24a · Other expenses: MEDICAL AND OTHER SUPPL

    total $10,240,432 · program services $10,240,432

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $1,248,921 · program services $1,248,921

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $972,687 · program services $710,062 · management and general $262,625

  • 24d · Other expenses: MA MODERNIZATION ASSESS

    total $886,390 · program services $886,390

  • 24e · All other expenses

    total $1,441,829 · program services $975,551 · management and general $466,278

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,275 · end of year $1,275

  • 2 · Savings and temporary cash investments

    beginning of year $5,648,218 · end of year $10,433,769

  • 4 · Accounts receivable

    beginning of year $3,159,732 · end of year $5,371,889

  • 8 · Inventories for sale or use

    beginning of year $1,162,557 · end of year $785,988

  • 9 · Prepaid expenses and deferred charges

    beginning of year $666,699 · end of year $629,444

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

    $77,611,552

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

    $61,126,918

  • 10c · Land, buildings and equipment, net

    beginning of year $16,397,147 · end of year $16,484,634

  • 11 · Investments: publicly traded securities

    beginning of year $4,574,658 · end of year $5,666,924

  • 12 · Investments: other securities

    beginning of year $2,540,513 · end of year $2,578,810

  • 13 · Investments: program-related

    beginning of year $1,518,982 · end of year $1,591,764

  • 15 · Other assets

    beginning of year $25,546,180 · end of year $32,671,930

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,149,387 · end of year $13,901,739

  • 23 · Secured mortgages and notes payable

    beginning of year $275,563 · end of year $19,482

  • 25 · Other liabilities

    beginning of year $23,468,653 · end of year $30,240,527

  • 27 · Net assets without donor restrictions

    beginning of year $27,590,388 · end of year $30,253,213

  • 28 · Net assets with donor restrictions

    beginning of year $1,731,970 · end of year $1,801,466

Mission and programs · 2023

Mission

CLARION HOSPITAL, 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)

CLARION HOSPITAL, 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.

  • CLARION HOSPITAL PROVIDED SERVICES TO 101,000 OUTPATIENTS AS WELL A 13,000 EMERGENCY ROOM VISITS. SERVICES INCLUDE, BUT ARE NOT LIMITED TO, RADIOLOGY SERVICES WHICH INCLUDE MRI, ULTRASOUND, CT, NUCLEAR MEDICINE AND X-RAY SERVICES, LABORATORY SERVICES, EKG AND PHYSICAL THERAPY SERVICES. CLARION HOSPITAL ALSO OFFERS SAME-DAY SURGERY, GENETIC COUNSELING, DRUG AND ALCOHOL TESTING, AND OUTPATIENT PHYSICAL THERAPY AND REHABILITATION SERVICES. CLARION HOSPITAL PROVIDED SERVICES TO 931 INPATIENTS FOR MEDICAL AND SURGICAL SERVICES AS WELL AS INTENSIVE CARE SERVICES. CLARION HOSPITAL ALSO OFFERS AN INPATIENT REHABILITATION CENTER WHERE PATIENTS WHO HAVE SUFFERED MAJOR INJURIES OR TRAUMA CAN HAVE 24-HOUR NURSING CARE, ALONGSIDE INTENSIVE PHYSICAL, OCCUPATIONAL, AND/OR SPEECH THERAPY, DURING THE YEAR 144 PATIENTS WERE ADMITTED TO THE INPATIENT REHABILITATION CENTER. CLARION HOSPITAL PROVIDED EDUCATION AND SCREENING OPPORTUNITIES FOR THE COMMUNITY. SUPPORT GROUPS AND CLASSES ARE AVAILABLE FOR PEOPLE WITH DIABETES. THE ORGANIZATION ALSO OFFERS CPR AND EMT TRAINING COURSES AS WELL AS ON-LINE NUTRITION AND HEALTHY LIFESTYLE COURSES. CLARION HOSPITAL PROVIDED EDUCATION AND SCREENING OPPORTUNITIES FOR THE COMMUNITY. SUPPORT GROUPS AND CLASSES ARE AVAILABLE FOR NEW MOTHERS/BABIES AND PEOPLE WITH DIABETES.

    Expenses $41,266,587 · Revenue $56,771,934

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

Listed in Part VII

  • Kenneth P Defurio

    PRESIDENT & CEO

    Total calculated
    $1,106,222
    From this org
    $0
    From related orgs
    $1,082,276
    Other
    $23,946
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,078,797 related
    Bonus
    $0
    Other
    $0 + $3,479 related
    Deferred
    $0 + $4,950 related
    Nontaxable benefits
    $0 + $18,996 related
    Filer's total
    $0 + $1,106,222 related

  • Paul Bacharach

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Timothy Morgus

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Patrick Hampson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Jeffrey Curry

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • John Reefer MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $247,100
    From this org
    $0
    From related orgs
    $247,100
    Other
    $0
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $247,100 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $247,100 related

  • James Adisey MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $618,467
    From this org
    $0
    From related orgs
    $590,481
    Other
    $27,986
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,008 related
    Bonus
    $0 + $31,074 related
    Other
    $0 + $137,399 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $14,786 related
    Filer's total
    $0 + $618,467 related

  • Anie Perard MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $381,579
    From this org
    $0
    From related orgs
    $360,954
    Other
    $20,625
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,938 related
    Bonus
    $0
    Other
    $0 + $34,016 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,625 related
    Filer's total
    $0 + $381,579 related

  • Teresa Petrick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Larry Richert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • John Sphon

    TRUSTEE/FORMER PRESIDENT & CEO OF EXCELA HEALTH

    Total calculated
    $462,921
    From this org
    $0
    From related orgs
    $435,322
    Other
    $27,599
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,174 related
    Bonus
    $0
    Other
    $0 + $248,148 related
    Deferred
    $0 + $23,413 related
    Nontaxable benefits
    $0 + $4,186 related
    Filer's total
    $0 + $462,921 related

  • Debra Thompson PhD RN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Karen Allen

    PRESIDENT CLARION/BUTLER HOSPITAL

    Total calculated
    $530,156
    From this org
    $0
    From related orgs
    $503,584
    Other
    $26,572
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,020 related
    Bonus
    $0
    Other
    $0 + $3,564 related
    Deferred
    $0 + $4,950 related
    Nontaxable benefits
    $0 + $21,622 related
    Filer's total
    $0 + $530,156 related

  • Thomas S Albanesi Jr CPA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $537,275
    From this org
    $0
    From related orgs
    $503,655
    Other
    $33,620
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,255 related
    Bonus
    $0
    Other
    $0 + $7,400 related
    Deferred
    $0 + $18,086 related
    Nontaxable benefits
    $0 + $15,534 related
    Filer's total
    $0 + $537,275 related

  • Mary Ellen Sichak

    CRNA

    Total calculated
    $250,525
    From this org
    $234,646
    From related orgs
    $0
    Other
    $15,879
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,414
    Bonus
    $0
    Other
    $32,232
    Deferred
    $9,417
    Nontaxable benefits
    $6,462
    Filer's total
    $250,525

  • Thomas Morgo

    CRNA

    Total calculated
    $246,170
    From this org
    $222,798
    From related orgs
    $0
    Other
    $23,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,018
    Bonus
    $0
    Other
    $22,780
    Deferred
    $9,039
    Nontaxable benefits
    $14,333
    Filer's total
    $246,170

  • Shana Stevens

    CRNA

    Total calculated
    $243,296
    From this org
    $220,006
    From related orgs
    $0
    Other
    $23,290
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $194,252
    Bonus
    $0
    Other
    $25,754
    Deferred
    $8,957
    Nontaxable benefits
    $14,333
    Filer's total
    $243,296

  • George Yarrington

    STAFF NURSE, RN

    Total calculated
    $170,083
    From this org
    $163,541
    From related orgs
    $0
    Other
    $6,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,128
    Bonus
    $0
    Other
    $23,413
    Deferred
    $6,542
    Nontaxable benefits
    $0
    Filer's total
    $170,083

  • Nicole Dehner

    PHARMACY MANAGER

    Total calculated
    $169,360
    From this org
    $148,862
    From related orgs
    $0
    Other
    $20,498
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,862
    Bonus
    $0
    Other
    $0
    Deferred
    $6,165
    Nontaxable benefits
    $14,333
    Filer's total
    $169,360

  • Steven Davis

    FORMER PRESIDENT CLARION HEALTH

    Total calculated
    $514,395
    From this org
    $0
    From related orgs
    $493,486
    Other
    $20,909
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $122,040 related
    Bonus
    $0
    Other
    $0 + $371,446 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,909 related
    Filer's total
    $0 + $514,395 related

  • Eric Huss

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $485,957
    From this org
    $0
    From related orgs
    $478,650
    Other
    $7,307
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $82,903 related
    Bonus
    $0
    Other
    $0 + $395,747 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,307 related
    Filer's total
    $0 + $485,957 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 CEO IS PAID BY BUTLER HEALTHCARE PROVIDERS, A NONPROFIT RELATED CORPORATION. BUTLER HEALTHCARE PROVIDERS USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, INDEPENDENT LEGAL REVIEW, AND APPROVAL BY THE BOARD AND BOARD COMPENSATION COMMITTEE.
PART I, LINES 4A-B
BUTLER HEALTHCARE PROVIDERS, A RELATED ORGANIZATION UTILIZES A SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) TO RECRUIT AND RETAIN LEADERSHIP TALENT. VESTING PERIODS ARE 5 AND 10 YEARS, FOR ALL EXECUTIVES, WITH THE EXCEPTION OF THE PRESIDENT/CEO, AT AGE 65. THE THIRD VESTING PERIOD FOR THE PRESIDENT/CEO IS AGE 60. ELIGIBLE EXECUTIVES RECEIVE DISTRIBUTIONS UPON REACHING THE VESTING PERIODS. ALL CONTRIBUTIONS TO THE SERP HAVE BEEN REPORTED PREVIOUSLY AND ARE REPORTED ANNUALLY. THE ANNUAL ACCRUAL AMOUNTS FOR CALENDAR YEAR 2023 WERE: KENNETH P DEFURIO, $351,888; KAREN ALLEN, $37,859. DURING CALENDAR YEAR 2023, ERIC HUSS RECEIVED A SERP PAYOUT OF $73,063 AND STEVEN DAVIS RECEIVED A SERP PAYOUT OF $73,201. DURING CALENDAR YEAR 2023, ERIC HUSS RECEIVED SEVERANCE IN THE AMOUNT OF $322,683 AND STEVEN DAVIS RECEIVED SEVERANCE IN THE AMOUNT OF $232,440.
PART I, LINE 7
EMPLOYEES ARE ELIGIBLE AND RECEIVED BONUS COMPENSATION. BONUSES ARE NOT GUARANTEED AND ARE AWARDED BASED ON BOARD APPROVED METRICS WHICH INCLUDE QUALITY, SERVICES, AND STRATEGIC FINANCIAL PERFORMANCE.

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.

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

  • EXCELA HEALTH VENTURES LLC

    C · REAL ESTATE · PA

  • EXCELA RECIPROCAL RRG & SUBSIDIARY

    C · INSURANCE · VT

  • EXCELA PHYSICIAN HOSPITAL ORGANIZATION LLC

    C · HEALTH CARE · PA

  • EXCELA HEALTH DIVERSIFIED SERVICES LLC

    C · HEALTH CARE · PA

  • PCA OF BUTLER PC

    C · PHY. OFFICE · PA

  • CLARION DEVELOPMENT CORPORATION

    C · PHARMACY · PA · 100% owned · share of income $38,264 · share of assets $3,450,686 · controlled entity

    Directly controlled by CLARION HOSPITAL

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202531349349303898

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