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Nonprofiteer
← EXCELA HEALTH

Form 990 for tax year 2023

Filed by EXCELA HEALTH.

Totals

Total revenue
$598,374,198
Total expenses
$517,023,286
Contributions and grants received
$3,592,356
Grants paid
$0
Program service revenue
$576,154,195
Investment income
$7,218,500
Other revenue
$11,409,147
Total assets, end of year
$717,703,262
Total liabilities, end of year
$341,594,972
Net assets or fund balances, end of year
$376,108,290
Program services expenses (Part IX)
$470,970,697
Management and general expenses
$46,052,589
Fundraising expenses
$0
Program service expenses (Part III)
$470,970,697

Program services were 91.1% 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)

    $607,000

  • 1f · All other contributions, gifts and grants

    $2,985,356

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

    total $552,629,559 · related or exempt $552,629,559

  • 2b · Program service revenue: HOME CARE & HOSPICE REVENUE

    total $22,562,007 · related or exempt $22,562,007

  • 2c · Program service revenue: COUNTY PROGRAMS

    total $962,629 · related or exempt $962,629

  • 3 · Investment income

    total $7,410,364 · excluded $7,410,364

  • 6a · Gross rents

    real property $6,082,010

  • 6b · Less rental expenses

    real property $2,705,540

  • 6c · Rental income or loss

    real property $3,376,470

  • 6d · Net rental income or loss

    total $3,376,470 · excluded $3,376,470

  • 7a · Gross sales of assets other than inventory

    securities $1,769,082

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

    securities $1,960,946

  • 7c · Gain or loss

    securities -$191,864

  • 7d · Net gain or loss

    total -$191,864 · related or exempt -$1,960,946 · excluded $1,769,082

  • 11a · Other revenue: PHARMACY REVENUE

    total $2,744,467 · related or exempt $2,744,467

  • 11b · Other revenue: SCHOOL OF ANESTHESIA TUITION

    total $2,028,400 · related or exempt $2,028,400

  • 11c · Other revenue: CAFETERIA INCOME

    total $1,684,743 · related or exempt $1,684,743

  • 11d · All other revenue

    total $1,575,067 · related or exempt $1,575,067

  • 11e · Other revenue, total

    $8,032,677

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,068,370 · management and general $3,068,370

  • 7 · Other salaries and wages

    total $174,735,323 · program services $157,984,889 · management and general $16,750,434

  • 8 · Pension plan contributions

    total $6,168,348 · program services $5,561,014 · management and general $607,334

  • 9 · Other employee benefits

    total $20,557,245 · program services $18,312,648 · management and general $2,244,597

  • 10 · Payroll taxes

    total $12,981,763 · program services $11,542,819 · management and general $1,438,944

  • 11a · Fees: management

    total $210,000 · management and general $210,000

  • 11b · Fees: legal

    total $1,072,462 · program services $161,239 · management and general $911,223

  • 11c · Fees: accounting

    total $241,290 · program services $6,545 · management and general $234,745

  • 11g · Fees: other

    total $79,903,663 · program services $68,215,657 · management and general $11,688,006

  • 12 · Advertising and promotion

    total $1,212,821 · program services $1,212,798 · management and general $23

  • 13 · Office expenses

    total $5,434,302 · program services $3,553,791 · management and general $1,880,511

  • 16 · Occupancy

    total $6,311,621 · program services $5,819,770 · management and general $491,851

  • 17 · Travel

    total $824,357 · program services $765,155 · management and general $59,202

  • 19 · Conferences, conventions and meetings

    total $76,670 · program services $62,428 · management and general $14,242

  • 20 · Interest

    total $2,716,159 · program services $2,716,159

  • 22 · Depreciation, depletion and amortization

    total $25,943,872 · program services $25,943,872

  • 23 · Insurance

    total $6,633,210 · program services $6,633,210

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $109,904,484 · program services $109,904,484

  • 24b · Other expenses: EQUIPMENT RENTAL & MAIN

    total $24,347,171 · program services $21,285,297 · management and general $3,061,874

  • 24c · Other expenses: BAD DEBT

    total $16,407,071 · program services $16,407,071

  • 24d · Other expenses: SOFTWARE/MAINTENANCE

    total $11,336,213 · program services $11,336,213

  • 24e · All other expenses

    total $6,936,871 · program services $3,545,638 · management and general $3,391,233

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$1,349,035 · end of year -$1,478,433

  • 4 · Accounts receivable

    beginning of year $64,170,315 · end of year $82,606,322

  • 8 · Inventories for sale or use

    beginning of year $5,186,694 · end of year $5,150,161

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,008,986 · end of year $11,167,160

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

    $817,320,006

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

    $630,887,323

  • 10c · Land, buildings and equipment, net

    beginning of year $192,148,697 · end of year $186,432,683

  • 11 · Investments: publicly traded securities

    beginning of year $236,293,602 · end of year $218,295,416

  • 14 · Intangible assets

    beginning of year $9,771,168 · end of year $9,771,168

  • 15 · Other assets

    beginning of year $262,961,445 · end of year $205,758,785

  • 17 · Accounts payable and accrued expenses

    beginning of year $71,011,393 · end of year $77,466,630

  • 19 · Deferred revenue

    beginning of year $1,306,048 · end of year $637,116

  • 20 · Tax-exempt bond liabilities

    beginning of year $63,142,185 · end of year $61,645,337

  • 25 · Other liabilities

    beginning of year $248,620,253 · end of year $201,845,889

  • 27 · Net assets without donor restrictions

    beginning of year $383,900,616 · end of year $365,484,108

  • 28 · Net assets with donor restrictions

    beginning of year $12,211,377 · end of year $10,624,182

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 MAKING A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH.EXCELA 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. 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. 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.

    Expenses $470,970,697 · Revenue $582,225,926

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
    20 + 40 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

  • John M Sphon

    TRUSTEE & FORMER CEO

    Total calculated
    $462,921
    From this org
    $435,322
    From related orgs
    $0
    Other
    $27,599
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

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

  • Paul Bacharach

    CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Timothy Morgus

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Patrick Hampson

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Jeffrey Curry

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • James Adisey MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $618,467
    From this org
    $590,481
    From related orgs
    $0
    Other
    $27,986
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

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

  • Teresa Petrick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Debra Thompson PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Larry Richert

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Anie Perard MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $381,579
    From this org
    $0
    From related orgs
    $360,954
    Other
    $20,625
    Hours/week
    3 + 50 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

  • John Reefer MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $247,100
    From this org
    $0
    From related orgs
    $247,100
    Other
    $0
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

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

  • Thomas S Albanesi Jr CPA

    CFO/ASSISTANT TREASURER

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

    Schedule J breakdown matched by us

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

  • Carol J Fox MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $534,022
    From this org
    $511,325
    From related orgs
    $0
    Other
    $22,697
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $503,855
    Bonus
    $0
    Other
    $7,470
    Deferred
    $21,258
    Nontaxable benefits
    $1,439
    Filer's total
    $534,022

  • Dane Ficco

    SENIOR VP, EHMG (UNTIL 1/23)

    Total calculated
    $368,112
    From this org
    $365,070
    From related orgs
    $0
    Other
    $3,042
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $23,970
    Bonus
    $0
    Other
    $341,100
    Deferred
    $2,035
    Nontaxable benefits
    $1,007
    Filer's total
    $368,112

  • Randi Turkewitz MD

    PHYSICIAN

    Total calculated
    $544,167
    From this org
    $529,657
    From related orgs
    $0
    Other
    $14,510
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $200,598
    Bonus
    $0
    Other
    $329,059
    Deferred
    $7,115
    Nontaxable benefits
    $7,395
    Filer's total
    $544,167

  • Karen Lang

    SR. VP, EHMG

    Total calculated
    $569,611
    From this org
    $541,149
    From related orgs
    $0
    Other
    $28,462
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $410,830
    Bonus
    $69,210
    Other
    $61,109
    Deferred
    $13,121
    Nontaxable benefits
    $15,341
    Filer's total
    $569,611

  • Brian Fritz

    PRESIDENT WH, LH & FH

    Total calculated
    $378,238
    From this org
    $347,292
    From related orgs
    $0
    Other
    $30,946
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $332,361
    Bonus
    $0
    Other
    $14,931
    Deferred
    $13,200
    Nontaxable benefits
    $17,746
    Filer's total
    $378,238

  • Vasanth Balu

    SENIOR VP & CIO (UNTIL 1/23)

    Total calculated
    $327,494
    From this org
    $324,926
    From related orgs
    $0
    Other
    $2,568
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $36,176
    Bonus
    $0
    Other
    $288,750
    Deferred
    $0
    Nontaxable benefits
    $2,568
    Filer's total
    $327,494

  • Helen Burns PhD RN

    FORMER CHIEF NURSING OFFICER

    Total calculated
    $360,742
    From this org
    $354,458
    From related orgs
    $0
    Other
    $6,284
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $19,110
    Bonus
    $0
    Other
    $335,348
    Deferred
    $5,142
    Nontaxable benefits
    $1,142
    Filer's total
    $360,742

  • Jeffrey Tiesi

    FORMER CHIEF OPERATING OFFICER

    Total calculated
    $554,942
    From this org
    $548,935
    From related orgs
    $0
    Other
    $6,007
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $114,933
    Bonus
    $0
    Other
    $434,002
    Deferred
    $4,811
    Nontaxable benefits
    $1,196
    Filer's total
    $554,942

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
  • 7 · Other non-fixed payments

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
  • 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
SEVERANCE PAYMENTS WERE MADE TO THE FOLLOWING INDIVIDUALS: JEFFREY TIESI - $384,615 DANE FICCO - $328,320 HELEN BURNS - $261,043 VASANTH BALU - $287,500 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
PART I, LINE 7
EXCELA HEALTH'S EMPLOYEES MAY RECEIVE A BONUS BASED ON INCREASED PATIENT SATISFACTION AND OTHER PERFORMANCE INDICATORS.

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

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202501349349305045

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