Form 990 for tax year 2023
Filed by LATROBE AREA HOSPITAL CHARITABLE FOUNDATION.
Totals
- Total revenue
- $1,416,864
- Total expenses
- $1,482,823
- Contributions and grants received
- $301,639
- Grants paid
- $1,420,475
- Program service revenue
- $0
- Investment income
- $1,140,950
- Other revenue
- -$25,725
- Total assets, end of year
- $17,248,904
- Total liabilities, end of year
- $23,895
- Net assets or fund balances, end of year
- $17,225,009
- Program services expenses (Part IX)
- $1,482,823
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,482,823
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BARBARA K WANG MD
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
DAVID S DEROSE ESQ
VICE-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
DOUGLAS A CLARK
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS P GESSNER MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WYLIE L OVERLY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SAM REIMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PHYLLIS RUFFNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DOUGLAS L SISSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM D STAVISKY EDD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
REV PAUL R TAYLOR OSB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RUTH R TOLBERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS S ALBANESI JR CPA
CFO/ASSISTANT TREASURER
- Total calculated
- $537,275
- From this org
- $0
- From related orgs
- $503,655
- Other
- $33,620
- Hours/week
- 1 + 59 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
-
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
- 1 + 59 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
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
- 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 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, LINE 4B
- 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'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
-
$1,330,158
CASH TO FUND THE ACQUISITION OF VARIOUS MEDICAL EQUIPMENT AND SUPPORT HOSPITAL PROGRAMS
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
-
WESTMORELANDFRICK HOSPITAL FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by EXCELA HEALTH
-
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 BUTLER HEALTH SYSTEM
-
CLARION HOSPITAL SELF INS TRUST FUND
501(C)(3) · SELF INSURANCE · PA
Directly controlled by CLARION HOSPITAL
-
BUTLER MEMORIAL HOSPITAL AUXILIARY
501(C)(3) · AUXILIARY · PA
Directly controlled by BUTLER HEALTH SYSTEM
-
501(C)(3) · HEALTH CARE · PA
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
-
URGENT CARE · PA
-
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
-
C · HEALTH CARE · PA
-
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
-
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
- 202521349349303417
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