- Revenue 2024
- $628,106,455
- Expenses 2024
- $530,007,412
Program services were 93.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- Classification
- 1000
- Street
- 532 W PITTSBURGH ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Group exemption
A subordinate covered by the group exemption of EXCELA HEALTH (EIN 25-1471089). matched by us
The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.
Mission and programs · 2024
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 2025, 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 $497,655,028 · Revenue $609,581,352
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Kenneth P DefurioKENNETH P DEFURIO
PRESIDENT & CEO
- Total calculated
- $3,637,924
- From this org
- $0
- From related orgs
- $3,614,613
- Other
- $23,311
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,015,575 related
- Bonus
- $0
- Other
- $0 + $2,599,038 related
- Deferred
- $0 + $5,175 related
- Nontaxable benefits
- $0 + $18,136 related
- Filer's total
- $0 + $3,637,924 related
-
Paul BacharachPAUL BACHARACH
CHAIR
- Total calculated
- $0
- Hours/week
- 4 + 5 related
-
Timothy MorgusTIMOTHY MORGUS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3 + 5 related
-
Patrick HampsonPATRICK HAMPSON
SECRETARY (UNTIL 12/17/24)
- Total calculated
- $0
- Hours/week
- 3 + 5 related
-
Larry RichertLARRY RICHERT
SECRETARY
- Total calculated
- $0
- Hours/week
- 3 + 5 related
-
Jeffrey CurryJEFFREY CURRY
TREASURER
- Total calculated
- $0
- Hours/week
- 3 + 5 related
-
Anie Perard MDANIE PERARD MD
TRUSTEE (UNTIL 12/31/24)/PHYSICIAN
- Total calculated
- $356,709
- From this org
- $0
- From related orgs
- $341,249
- Other
- $15,460
- Hours/week
- 3 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $317,782 related
- Bonus
- $0
- Other
- $0 + $23,467 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $15,460 related
- Filer's total
- $0 + $356,709 related
-
John Reefer MDJOHN REEFER MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3 + 5 related
-
James Adisey MDJAMES ADISEY MD
TRUSTEE/PHYSICIAN
- Total calculated
- $797,652
- From this org
- $0
- From related orgs
- $765,506
- Other
- $32,146
- Hours/week
- 3 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $462,342 related
- Bonus
- $0 + $183,975 related
- Other
- $0 + $119,189 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $18,346 related
- Filer's total
- $0 + $797,652 related
-
Teresa PetrickTERESA PETRICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3 + 5 related
-
John M SphonJOHN M SPHON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3 + 5 related
-
Debra Thompson PhDDEBRA THOMPSON PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3 + 5 related
-
Thomas S Albanesi Jr CPATHOMAS S ALBANESI JR CPA
CFO/ASSISTANT TREASURER
- Total calculated
- $701,572
- From this org
- $663,850
- From related orgs
- $0
- Other
- $37,722
- Hours/week
- 50 + 10 related
Schedule J breakdown matched by us
- Base
- $506,372
- Bonus
- $0
- Other
- $157,478
- Deferred
- $18,292
- Nontaxable benefits
- $19,430
- Filer's total
- $701,572
-
Carol J Fox MDCAROL J FOX MD
CHIEF MEDICAL OFFICER
- Total calculated
- $698,282
- From this org
- $675,147
- From related orgs
- $0
- Other
- $23,135
- Hours/week
- 40 + 20 related
Schedule J breakdown matched by us
- Base
- $518,439
- Bonus
- $0
- Other
- $156,708
- Deferred
- $21,355
- Nontaxable benefits
- $1,780
- Filer's total
- $698,282
-
Brian FritzBRIAN FRITZ
PRESIDENT WH, LH & FH
- Total calculated
- $450,935
- From this org
- $417,861
- From related orgs
- $0
- Other
- $33,074
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $357,281
- Bonus
- $0
- Other
- $60,580
- Deferred
- $12,035
- Nontaxable benefits
- $21,039
- Filer's total
- $450,935
-
David RottinghausDAVID ROTTINGHAUS
PHYSICIAN & PROVIDER NETWORK PRESIDENT
- Total calculated
- $738,371
- From this org
- $0
- From related orgs
- $713,182
- Other
- $25,189
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $546,886 related
- Bonus
- $0
- Other
- $0 + $166,296 related
- Deferred
- $0 + $5,175 related
- Nontaxable benefits
- $0 + $20,014 related
- Filer's total
- $0 + $738,371 related
-
Michael Fiorina DoMICHAEL FIORINA DO
CHIEF MEDICAL OFFICER
- Total calculated
- $454,951
- From this org
- $0
- From related orgs
- $429,625
- Other
- $25,326
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $425,762 related
- Bonus
- $0
- Other
- $0 + $3,863 related
- Deferred
- $0 + $5,175 related
- Nontaxable benefits
- $0 + $20,151 related
- Filer's total
- $0 + $454,951 related
-
Thomas GenevroTHOMAS GENEVRO
CHIEF HUMAN RESOURCES OFFICER
- Total calculated
- $486,115
- From this org
- $0
- From related orgs
- $470,820
- Other
- $15,295
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $162,156 related
- Bonus
- $0
- Other
- $0 + $308,664 related
- Deferred
- $0 + $3,943 related
- Nontaxable benefits
- $0 + $11,352 related
- Filer's total
- $0 + $486,115 related
-
Roger LutzROGER LUTZ
CHIEF INFORMATION OFFICER
- Total calculated
- $438,353
- From this org
- $0
- From related orgs
- $412,850
- Other
- $25,503
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $368,219 related
- Bonus
- $0
- Other
- $0 + $44,631 related
- Deferred
- $0 + $5,175 related
- Nontaxable benefits
- $0 + $20,328 related
- Filer's total
- $0 + $438,353 related
-
William MaddenWILLIAM MADDEN
CHIEF OPERATING OFFICER
- Total calculated
- $436,949
- From this org
- $0
- From related orgs
- $429,561
- Other
- $7,388
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $421,771 related
- Bonus
- $0
- Other
- $0 + $7,790 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $7,388 related
- Filer's total
- $0 + $436,949 related
-
Pamela Hepp EsqPAMELA HEPP ESQ
CHIEF LEGAL OFFICER
- Total calculated
- $541,412
- From this org
- $0
- From related orgs
- $534,359
- Other
- $7,053
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $508,862 related
- Bonus
- $0
- Other
- $0 + $25,497 related
- Deferred
- $0 + $5,175 related
- Nontaxable benefits
- $0 + $1,878 related
- Filer's total
- $0 + $541,412 related
-
Thomas ChakurdaTHOMAS CHAKURDA
CHIEF MARKET & COMM OFFICER
- Total calculated
- $450,269
- From this org
- $413,597
- From related orgs
- $0
- Other
- $36,672
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $291,821
- Bonus
- $30,500
- Other
- $91,276
- Deferred
- $18,619
- Nontaxable benefits
- $18,053
- Filer's total
- $450,269
-
Laurie EnglishLAURIE ENGLISH
SR. VP, HUMAN RESOURCES
- Total calculated
- $404,767
- From this org
- $362,988
- From related orgs
- $0
- Other
- $41,779
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $352,832
- Bonus
- $0
- Other
- $10,156
- Deferred
- $23,775
- Nontaxable benefits
- $18,004
- Filer's total
- $404,767
-
Michael DebroeckMICHAEL DEBROECK
DIR. ANESTHESIA SCHOOL
- Total calculated
- $281,430
- From this org
- $268,494
- From related orgs
- $0
- Other
- $12,936
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $219,564
- Bonus
- $45,000
- Other
- $3,930
- Deferred
- $12,097
- Nontaxable benefits
- $839
- Filer's total
- $281,430
-
Erica ShafferERICA SHAFFER
VPL, POST ACUTE AMB STRAT
- Total calculated
- $283,628
- From this org
- $258,347
- From related orgs
- $0
- Other
- $25,281
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $224,253
- Bonus
- $0
- Other
- $34,094
- Deferred
- $8,607
- Nontaxable benefits
- $16,674
- Filer's total
- $283,628
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $628,106,455
- Expenses
- $530,007,412
- Contributions
- $4,760,042
- Grants paid
- $0
-
2023
- Revenue
- $598,374,198
- Expenses
- $517,023,286
- Contributions
- $3,592,356
- Grants paid
- $0
-
2022
- Revenue
- $549,952,621
- Expenses
- $512,755,567
- Contributions
- $2,650,532
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $588,194,350
- Expenses
- $495,325,125
- Assets (EOY)
- $728,748,728
-
2020 · 990
- Revenue
- $564,836,570
- Expenses
- $473,685,609
- Assets (EOY)
- $756,222,240
-
2019 · 990
- Revenue
- $490,812,823
- Expenses
- $450,008,225
- Assets (EOY)
- $674,401,136
-
2018 · 990
- Revenue
- $516,021,266
- Expenses
- $453,037,215
- Assets (EOY)
- $681,470,415
-
2017 · 990
- Revenue
- $483,237,725
- Expenses
- $432,546,338
- Assets (EOY)
- $686,432,759
-
2016 · 990
- Revenue
- $484,391,124
- Expenses
- $421,895,469
- Assets (EOY)
- $678,729,992
-
2015 · 990
- Revenue
- $473,944,990
- Expenses
- $428,281,401
- Assets (EOY)
- $603,103,844
-
2014 · 990
- Revenue
- $451,933,188
- Expenses
- $420,117,965
- Assets (EOY)
- $640,121,859
-
2013 · 990
- Revenue
- $432,370,016
- Expenses
- $416,104,162
- Assets (EOY)
- $571,951,529
-
2012 · 990
- Revenue
- not reported
- Expenses
- $440,430,751
- Assets (EOY)
- $551,143,911
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
LATROBE AREA HOSPITAL CHARITABLE FOUNDATION
501(C)(3) · FUNDRAISING · PA · controlled entity
-
WESTMORELANDFRICK HOSPITAL FOUNDATION
501(C)(3) · FUNDRAISING · PA
-
501(C)(3) · HEALTH CARE · PA
-
MOUNTAIN VIEW CANCER ASSOCIATES INC
501(C)(3) · HEALTH CARE · PA
-
501(C)(3) · HC DELIV SYST · PA
-
501(C)(3) · HOSPITAL · PA
-
501(C)(3) · PHYSICIAN PRACTICE · PA
-
501(C)(3) · REAL ESTATE · PA
-
BUTLER HEALTH SYSTEM FOUNDATION
501(C)(3) · FUNDRAISING · PA
-
501(C)(3) · HOSPITAL · PA
-
CLARION HOSPITAL SELF INS TRUST FUND
501(C)(3) · SELF INSURANCE · PA
-
BUTLER MEMORIAL HOSPITAL AUXILIARY
501(C)(3) · AUXILIARY · PA
-
501(C)(3) · HEALTH CARE · PA
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Related partnerships on its 2024 return
-
BUTLER AMBULATORY SURGERY CENTER LLC
AMBULATORY SURG. · PA
-
BHS FASTERCARE
URGENT CARE · PA
-
BHS FASTER CARE LABORATORY
LAB. SERVICES · PA
Related corporations and trusts on its 2024 return
-
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
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.