Form 990 for tax year 2023
Filed by HERITAGE VALLEY HEALTH SYSTEM INC.
Totals
- Total revenue
- $401,405,098
- Total expenses
- $434,396,955
- Contributions and grants received
- $4,021,784
- Grants paid
- $264,634
- Program service revenue
- $372,643,443
- Investment income
- $9,392,462
- Other revenue
- $15,347,409
- Total assets, end of year
- $478,257,383
- Total liabilities, end of year
- $241,363,618
- Net assets or fund balances, end of year
- $236,893,765
- Program services expenses (Part IX)
- $374,677,827
- Management and general expenses
- $59,719,128
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $374,677,827
Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
NORMAN F MITRY
PRESIDENT & CEO
- Total calculated
- $1,177,881
- From this org
- $1,133,045
- From related orgs
- $0
- Other
- $44,836
- Hours/week
- 40 + 26.75 related
Schedule J breakdown matched by us
- Base
- $840,814
- Bonus
- $250,250
- Other
- $41,981
- Deferred
- $28,098
- Nontaxable benefits
- $16,738
- Filer's total
- $1,177,881
-
SCOTT M ELSTE
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
SUSAN PAONE DHA
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
BOB TERWILLIGER
SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
FRED CLERICI
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
LYNN GEORGE PHD
EMERITUS BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
CHARLES KELLY ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
MICHAEL 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 FLANNERY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
THOMAS LEYDIG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
JEFFREY 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
-
ANN MARIE EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
ROGER DAVIS EDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
RICHARD BOWERS MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
KAREN JEROME-ZAPADKA MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
DIANA KOZLINA-PERETIC DNP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
SRIDHAR TAYUR PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
GARRETT RICHARDSON
ASST. TREASURER, ASSOCIATE VP, FINANCE
- Total calculated
- $222,279
- From this org
- $210,471
- From related orgs
- $0
- Other
- $11,808
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $204,327
- Bonus
- $0
- Other
- $6,144
- Deferred
- $11,084
- Nontaxable benefits
- $724
- Filer's total
- $222,279
-
LINDA HOMYK
VP PATIENT CARE SERVICES
- Total calculated
- $458,503
- From this org
- $410,135
- From related orgs
- $0
- Other
- $48,368
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $300,281
- Bonus
- $79,800
- Other
- $30,054
- Deferred
- $31,398
- Nontaxable benefits
- $16,970
- Filer's total
- $458,503
-
MICHAEL CRATTY MD
CHIEF MEDICAL OFFICER
- Total calculated
- $645,221
- From this org
- $0
- From related orgs
- $614,046
- Other
- $31,175
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $466,096 related
- Bonus
- $0 + $121,800 related
- Other
- $0 + $26,150 related
- Deferred
- $0 + $13,200 related
- Nontaxable benefits
- $0 + $17,975 related
- Filer's total
- $0 + $645,221 related
-
JON ZAGORSKI
CHIEF INFORMATION OFFICER
- Total calculated
- $397,371
- From this org
- $343,202
- From related orgs
- $0
- Other
- $54,169
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $264,608
- Bonus
- $61,600
- Other
- $16,994
- Deferred
- $31,398
- Nontaxable benefits
- $22,771
- Filer's total
- $397,371
-
LAURIE CLEMENS
VP HUMAN RESOURCES
- Total calculated
- $406,792
- From this org
- $355,910
- From related orgs
- $0
- Other
- $50,882
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $260,668
- Bonus
- $70,000
- Other
- $25,242
- Deferred
- $28,098
- Nontaxable benefits
- $22,784
- Filer's total
- $406,792
-
RONALD LECKEY MD
MEDICAL DIRECTOR EMERGENCY
- Total calculated
- $519,542
- From this org
- $461,952
- From related orgs
- $0
- Other
- $57,590
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $422,036
- Bonus
- $0
- Other
- $39,916
- Deferred
- $34,687
- Nontaxable benefits
- $22,903
- Filer's total
- $519,542
-
MICHAEL BOYD MD
PHYSICIAN
- Total calculated
- $387,074
- From this org
- $345,785
- From related orgs
- $0
- Other
- $41,289
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $303,618
- Bonus
- $0
- Other
- $42,167
- Deferred
- $18,397
- Nontaxable benefits
- $22,892
- Filer's total
- $387,074
-
MATTHEW WHEELER MD
ASSISTANT MEDICAL DIRECTOR
- Total calculated
- $496,895
- From this org
- $451,454
- From related orgs
- $0
- Other
- $45,441
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $386,404
- Bonus
- $0
- Other
- $65,050
- Deferred
- $22,568
- Nontaxable benefits
- $22,873
- Filer's total
- $496,895
-
SHAYLA CAMMARATA MD
PHYSICIAN
- Total calculated
- $411,100
- From this org
- $366,758
- From related orgs
- $0
- Other
- $44,342
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $327,197
- Bonus
- $0
- Other
- $39,561
- Deferred
- $21,498
- Nontaxable benefits
- $22,844
- Filer's total
- $411,100
-
JASON VENET MD
PHYSICIAN
- Total calculated
- $365,153
- From this org
- $342,142
- From related orgs
- $0
- Other
- $23,011
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $306,619
- Bonus
- $0
- Other
- $35,523
- Deferred
- $14,327
- Nontaxable benefits
- $8,684
- Filer's total
- $365,153
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
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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 1A
- CEO SOCIAL MEMBERSHIP DUES AT CLUB ARE PAID BY THE ORGANIZATION.
- 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 THE 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
-
$22,000
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF. DESIGNATED FOR THE SALVATION ARMY OF BEAVER COUNTY.
-
$7,000
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
-
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
-
$7,000
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
-
$7,000
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
-
$7,000
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
-
$7,000
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
-
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
-
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
-
$7,000
PROVIDE FUNDS TO SUPPORT LOCAL FOOD BANKS, ASSISTING THEM IN THE PURCHASE OF FOOD SUPPLIES AND EQUIPMENT, FOR THE HEALTH AND WELL BEING OF THE COMMUNITIES SERVED BY VMF.
The 10 largest by cash amount. The API serves every itemized grant.
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
-
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
-
HERITAGE VALLEY HEALTH SYSTEM FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
-
WORKERS COMPENSATION TRUST FUND
501(C)(3) · WORKERS COMPENSATION · PA · controlled entity
Directly controlled by VALLEY MEDICAL FACILITIES INC
-
HERITAGE VALLEY HEALTHCARE NETWORK LLC
501(C)(3) · CLINICALLY INTEGRATED NETWORK · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
-
HERITAGE VALLEY HEALTHCARE NETWORK ACO LLC
501(C)(3) · CLINICALLY INTEGRATED NETWORK · PA
Directly controlled by HERITAGE VALLEY HEALTH SYSTEM
-
OVH PROFESSIONAL LIABILITY SELF-INSURANCE
501(C)(3) · MALPRACTICE INSURANCE · PA · controlled entity
Directly controlled by VALLEY MEDICAL FACILITIES INC
-
OVH WORKER COMPENSATION SELF-INSURANCE TRUST
501(C)(3) · WORKERS COMPENSATION · PA · controlled entity
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.
-
CONSOLIDATED SUPPLY CHAIN SERVICES
GROUP PURCHASING · PA
-
SURGERY CENTER · PA
-
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
-
HERITAGE VALLEY MULTISPECIALTY GROUP INC
C · PHYSICIAN PRACTICE · PA
-
C · PHYSICIAN PRACTICE · PA
-
HERITAGE VALLEY INSURANCE COMPANY
C · PROFESSIONAL LIABILITY CAPTIVE · CJ
-
C · AMBULANCE SERVICES · PA · 100% owned · share of income $574,461 · share of assets $2,055,807 · controlled entity
Directly controlled by VALLEY MEDICAL FACILITIES INC
-
C · PROVIDES MEDICAL SERVICES · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521329349306477
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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