WESTMORELAND HOSPITAL FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WESTMORELAND HOSPITAL FOUNDATION (EIN 25-1309084)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349305503
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T11:13:26-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251309084 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMORELANDFRICK HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 7246891646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 WEST PITTSBURGH STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 156012239 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS S ALBANESI JR CPA FHFMA | PersonNm |
| Person Title | CFO/ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 7246891646 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS CPA | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Preparation | 2025-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH P DEFURIO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 WEST PITTSBURGH STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 156012239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,268,501 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INDEPENDENCE.HEALTH | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | WESTMORELAND/FRICK HOSPITAL FOUNDATION, 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $693,922 | PYContributionsGrantsAmt |
| CY Contributions Grants | $436,942 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $666,759 | PYInvestmentIncomeAmt |
| CY Investment Income | $782,306 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$43,631 | PYOtherRevenueAmt |
| CY Other Revenue | -$57,444 | CYOtherRevenueAmt |
| PY Total Revenue | $1,317,050 | PYTotalRevenueAmt |
| CY Total Revenue | $1,161,804 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $338,376 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $553,099 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $240,887 | PYOtherExpensesAmt |
| CY Other Expenses | $103,805 | CYOtherExpensesAmt |
| PY Total Expenses | $579,263 | PYTotalExpensesAmt |
| CY Total Expenses | $656,904 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $737,787 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $504,900 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,770,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,100,607 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,320 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,730,650 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,034,287 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMORELAND/FRICK HOSPITAL FOUNDATION, 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $604,420 | ExpenseAmt |
| Grant | $553,099 | GrantAmt |
| Desc | THE WESTMORELAND/FRICK HOSPITAL FOUNDATION RAISES FUNDS FOR THE PRIMARY PURPOSE OF SUPPORTING THE ESSENTIAL LIFE-SAVING WORK AT WESTMORELAND AND FRICK HOSPITALS. WE DISTRIBUTE MONIES TO ENHANCE SERVICES, ACQUIRE NEW EQUIPMENT AND TECHNOLOGY, AND AID IN VITAL PROGRAMS FOR THE COMMUNITIES WE SERVE. TO DATE, OUR FOUNDATION HAS DISTRIBUTED MORE THAN $10 MILLION TO MAKE CAPITAL AND TECHNOLOGY IMPROVEMENTS AT FRICK AND WESTMORELAND HOSPITALS.MONIES ARE RAISED THROUGH SPECIAL EVENTS AS WELL AS THROUGH MAJOR GIFTS, BEQUESTS, DONATIONS, AND OTHER SIMILAR MEANS SO THAT QUALITY HEALTH CARE CONTINUES IN OUR LOCAL COMMUNITIES. OUR PRIORITIES- CARDIAC CENTER OF EXCELLENCE- WOMEN'S HEALTH INITIATIVES- PATIENT CARE ENHANCEMENTS- QUALITY AND PATIENT SAFETY INITIATIVES- COMMUNITY HEALTH AND WELLNESS EDUCATIONMAJOR HIGHLIGHTS FROM FISCAL YEAR 2023-2024 INCLUDED THE PURCHASE OF EQUIPMENT FOR THE FRICK HOSPITAL EMERGENCY DEPARTMENT AND LABORATORY FROM FUNDS RAISED AT THE FRICK GOLF CLASSIC. THE MARCH 23, 2024 BLACK TIE EVENT BENEFITED THE HEART, LUNG & VASCULAR INSTITUTE LOCATED AT WESTMORELAND HOSPITAL WHOSE CARDIOTHORACIC SURGEONS HAVE BEEN RECOGNIZED BY THE SOCIETY OF THORACIC SURGEONS (STS), WHICH RANKS THE HEALTH SYSTEM'S HEART SURGERY PROGRAM AMONG THE TOP 2 PERCENT NATIONWIDE. A THREE-STAR RATING WAS RECEIVED WHICH DENOTES THE HIGHEST CATEGORY OF CLINICAL QUALITY WITHIN THE STS RATING SYSTEM AND IS CONSIDERED ONE OF THE MOST SOPHISTICATED AND HIGHLY REGARDED OVERALL MEASURES OF QUALITY IN HEALTHCARE, RATING THE BENCHMARKED OUTCOMES OF CARDIOTHORACIC SURGERY PROGRAMS IN THE UNITED STATES AND CANADA. | Desc |
| Total Program Service Expenses | $604,420 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS S ALBANESI JR CPA FHFMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7248324561 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 WEST PITTSBURGH STREET | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| RAY T CHARLEY | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RONALD EBERHARDT | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN KLINE | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDWARD MIEDEL | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES ANDERSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARL EISAMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD HARRER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE HORRALL PHD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM JENKINS MD | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID DELISI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON SCOTT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESS STAIRS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS S ALBANESI JR CPA | |||||||
| CFO/ASSISTANT TREASURER | 1.00 | Yes (X) | $0 | $503,655 | $33,620 | 59.00 | |
| KENNETH P DEFURIO | |||||||
| PRESIDENT & CEO | 1.00 | Yes (X) | $0 | $1,082,276 | $23,946 | 59.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,585,931 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,566 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $264,623 | FundraisingAmt |
| All Other Contributions | $172,319 | AllOtherContributionsAmt |
| Total Contributions | $436,942 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $358,235 | TotalRevenueColumnAmt |
| Exclusion | $358,235 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $424,071 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $424,071 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $424,071 | TotalRevenueColumnAmt |
| Exclusion | $424,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,253 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $264,623 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $106,697 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$57,444 | TotalRevenueColumnAmt |
| Exclusion | -$57,444 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,161,804 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $724,862 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $553,099 | TotalAmt |
| Program Services | $553,099 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,406 | TotalAmt |
| Management And General | $46,406 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,367 | TotalAmt |
| Program Services | $15,640 | ProgramServicesAmt |
| Management And General | $1,727 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,105 | TotalAmt |
| Program Services | $7,105 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74 | TotalAmt |
| Management And General | $74 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,887 | TotalAmt |
| Management And General | $2,887 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ANNUNITY & TRUST PAYMEN | $16,414 | $16,414 | |
| PRINTING & PUBLICATIONS | $13,552 | $12,162 | $1,390 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,904 | TotalAmt |
| Program Services | $604,420 | ProgramServicesAmt |
| Management And General | $52,484 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,634 | BOYAmt |
| EOY | $194,825 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400 | BOYAmt |
| EOY | $1,400 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,041 | BOYAmt |
| EOY | $1,118 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $150,104 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $132,786 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,205 | BOYAmt |
| EOY | $17,318 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,605,898 | BOYAmt |
| EOY | $12,872,574 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,104 | BOYAmt |
| EOY | $13,372 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,770,282 | BOYAmt |
| EOY | $13,100,607 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,598 | BOYAmt |
| EOY | $5,248 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,034 | BOYAmt |
| EOY | $61,072 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,632 | BOYAmt |
| EOY | $66,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,750,863 | BOYAmt |
| EOY | $12,486,266 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $979,787 | BOYAmt |
| EOY | $548,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,730,650 | BOYAmt |
| EOY | $13,034,287 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,770,282 | BOYAmt |
| EOY | $13,100,607 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $504,900 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $784,371 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $14,366 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| WESTMORELAND REGIONAL HOSPITAL | ||||
| 250965612 | 3 | Yes (1) | $316,508 | $0 |
| FRICK HOSPITAL | ||||
| 250965375 | 3 | Yes (1) | $160,056 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $476,564 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, SECTION B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | WESTMORELAND/FRICK HOSPITAL FOUNDATION'S BOARD OF DIRECTORS ARE ELECTED BY ITS SOLE MEMBER, EXCELA HEALTH. EXCELA HEALTH IS THE PARENT ORGANIZATION OF WESTMORELAND/FRICK HOSPITAL FOUNDATION'S SUPPORTING ORGANIZATIONS, WESTMORELAND HOSPITAL AND FRICK HOSPITAL. EXCELA HEALTH ELECTS THE BOARD MEMBERS OF WESTMORELAND HOSPITAL AND FRICK HOSPITAL. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,775 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $123,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,011 | DepreciationAmt |
| Book Value | $17,318 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,318 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $61,072 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $61,072 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FH GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $119,727 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $97,548 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $22,179 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $15,537 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,559 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,620 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,739 | OtherDirectExpensesEvent1Amt |
| Event2 | BLACK TIE | Event2Nm |
| Gross Receipts Event2 | $194,149 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $167,075 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $27,074 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $19,766 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,831 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $25,243 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $12,852 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $7,550 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $313,876 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $264,623 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,253 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $35,303 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $10,390 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $38,863 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,852 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,289 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $106,697 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$57,444 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| WESTMORELAND REGIONAL HOSPITAL | ||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 250965612 | 501(C)(3) | $316,508 | $0 | TO FUND THE ACQUISITION OF VARIOUS MEDICAL EQUIPMENT AND SUPPORT HOSPITAL |
| FRICK HOSPITAL | ||||||||
| 508 SOUTH CHURCH STREET | MOUNT PLEASANT | PA | 15650 | 250965375 | 501(C)(3) | $160,056 | $0 | TO SUPPORT PROJECT FUND AND GOLF OUTING |
| LATROBE AREA HOSPITAL | ||||||||
| 121 W SECOND AVENUE | LATROBE | PA | 15650 | 250965414 | 501(C)(3) | $12,865 | $0 | TO SUPPORT ORTHO EXCELLENCE |
| MUTUAL AID AMBULANCE | ||||||||
| PO BOX 350 | GREENSBURG | PA | 15601 | 251191386 | 501(C)(3) | $15,278 | $0 | GENERAL SUPPORT |
| CHILDRENS HOSPITAL OF PHILADELPHIA | ||||||||
| 34TH ST AND CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 231352166 | 501(C)(3) | $41,422 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WESTMORELAND/FRICK HOSPITAL FOUNDATION PROVIDES ASSISTANCE TO RELATED 501(C)(3) HOSPITALS AND OTHER LOCAL NONPROFIT ORGANIZATIONS. THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE ASSISTANCE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENNETH P DEFURIO | ||||||||||||||
| PRESIDENT & CEO | $0 | $1,078,797 | $0 | $0 | $0 | $3,479 | $0 | $4,950 | $0 | $18,996 | $0 | $1,106,222 | $0 | $0 |
| THOMAS S ALBANESI JR CPA | ||||||||||||||
| CFO/ASSISTANT TREASURER | $0 | $496,255 | $0 | $0 | $0 | $7,400 | $0 | $18,086 | $0 | $15,534 | $0 | $537,275 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS EXCELA HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER (EXCELA HEALTH) HAS THE POWER TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, ALL MEMBERS OF THE GOVERNING BOARD OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER (EXCELA HEALTH) SHALL HAVE POWERS AND VOTING RIGHTS TO DO THE FOLLOWING: (A) APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, ALL THE AT-LARGE DIRECTORS OF THE ENTITY; (B) APPROVE DISTRIBUTIONS OF THE CORPORATION; (C) REMOVE, WITH OR WITHOUT CAUSE, THE CHAIR, VICE-CHAIRS, OR OFFICERS OF THE ENTITY SUBJECT TO ANY CONTRACT RIGHTS; (D) AMEND THE CORPORATION'S ORGANIZATIONAL DOCUMENTS AND MISSION STATEMENT; (E) APPROVE EACH ANNUAL OPERATING AND/OR CAPITAL BUDGET AND EACH LONG-RANGE PLAN OF THE CORPORATION; (F) APPROVE EACH DONEE AND AMOUNTS OF DONATIONS OR GRANTS NOT INCLUDED IN APPROVED BUDGETS, AND APPROVE ANY DEVIATIONS FROM APPROVED BUDGETS IN EXCESS OF ONE HUNDRED THOUSAND DOLLARS ($100,000); (G) APPROVE ANY CONTRACT OR LOAN OBLIGATING THE CORPORATION TO EXPEND OR REPAY AN AMOUNT IN EXCESS OF ONE HUNDRED THOUSAND DOLLARS ($100,000) WHICH WAS NOT INCLUDED IN A PREVIOUSLY APPROVED BUDGET; (H) APPROVE ALL PLANS OF MERGER, CONSOLIDATION, OR VOLUNTARY DISSOLUTION OF THE CORPORATION OR OF ANY SUBSIDIARY ORGANIZATION; (I) APPROVE THE SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL, THE PROPERTY AND ASSETS OF THE CORPORATION; (J) APPROVE THE CREATION OF NEW DIVISIONS, SUBSIDIARIES OR CONTROLLED AFFILIATES AND JOINT VENTURES BY THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | A WEB-BASED SOFTWARE PROGRAM IS USED TO ADMINISTER A CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE ANNUALLY TO ALL BOARD TRUSTEES, KEY EMPLOYEES AND CERTAIN OTHER DIRECTORS, MANAGERS AND CONTRACTED PHYSICIANS. COMPLIANCE IN COMPLETING THE FORM IS REQUIRED AT 100% FOR OFFICERS, TRUSTEES AND KEY EMPLOYEES. THE DISCLOSURES ARE REVIEWED BY THE COMPLIANCE OFFICER, CHIEF LEGAL OFFICER AND CERTAIN BOARD COMMITTEES. ADDITIONALLY, THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS SHARED WITH EMPLOYEES, MEDICAL STAFF AND BUSINESS PARTNERS THROUGH ONE OR MORE OF THE FOLLOWING METHODS: POSTING ON THE ORGANIZATION'S INTRANET WEBSITE, ON THE ORGANIZATION'S PUBLIC WORLD WIDE WEBSITE, IN ITS POLICY MANUAL AND IN ITS CORPORATE CODE. REPORTS AND SUBSEQUENT FINDINGS OF NON-COMPLIANCE RESULT IN DISCIPLINARY ACTION THROUGH HUMAN RESOURCES, THE OFFICE OF MEDICAL AFFAIRS, OR THROUGH COMPANY SANCTIONS TOWARDS BUSINESS PARTNERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES RECOGNIZES THE GREAT CHALLENGES AND DIFFICULTIES THAT HEALTHCARE EXECUTIVES FACE, PARTICULARLY IN THE CURRENT ERA OF NATIONAL AND STATE HEALTHCARE REFORM. IN ADDITION, THE PITTSBURGH REGIONAL MARKET IS HIGHLY COMPETITIVE AND CHANGING RAPIDLY. THE BOARD COMPETES FOR AND SEEKS EXECUTIVE TALENT ON A NATIONAL BASIS. IT ENGAGES EXPERT COMPENSATION CONSULTANTS, UTILIZING NATIONAL COMPARATIVE DATA TO GUIDE THE DETERMINATION OF COMPETITIVE, APPROPRIATE LEVELS OF COMPENSATION. THE EXECUTIVE COMPENSATION PROCESS IS OVERSEEN BY THE EXECUTIVE/COMPENSATION COMMITTEE OF THE IHS BOARD OF TRUSTEES. THE COMMITTEE IS COMPOSED ENTIRELY OF "DISINTERESTED" MEMBERS WITH NO CONFLICTS OF INTEREST. THE TOTAL COMPENSATION PROGRAM FOR EXECUTIVES CONSISTS OF CASH COMPENSATION AND BENEFITS. FACTORS TAKEN INTO CONSIDERATION IN DETERMINING COMPENSATION FOR EXECUTIVES INCLUDE: MARKET DEMAND AND COMPETITION FOR SIMILAR POSITIONS, EXPERIENCE AND TENURE, AND ACTUAL PERFORMANCE AND EFFECTIVENESS. BASED ON THESE AND OTHER PERTINENT CRITERIA, IHS TARGETS TOTAL COMPENSATION TO FALL WITHIN A RANGE OF THE 25TH TO 75TH PERCENTILE OF THE MARKET. IHS EXECUTIVE COMPENSATION GENERALLY WILL NOT EXCEED THE 75TH PERCENTILE OF THE MARKET. EXCEPTIONS TO THIS MAY BE SUBJECT TO REVIEW AND RECOMMENDATION BY THE COMPENSATION COMMITTEE, WHICH IN TURN IS SUBJECT TO REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES. EXCEPTION MUST BE SUPPORTED BY ORGANIZATIONAL AND/OR INDIVIDUAL PERFORMANCE, OR A RETENTION/RECRUITMENT CIRCUMSTANCE THAT WARRANTS SUCH COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS EXCLUSIVELY OF INDEPENDENT INDIVIDUALS WITH NO REAL OR PERCEIVED CONFLICTS OF INTEREST IN RECOMMENDING EXECUTIVE COMPENSATION GUIDELINES AND LEVELS. WHILE BENEFITS ARE ACCOUNTED FOR IN SCHEDULE J, ACTUAL "TAKE HOME" PAY TO THE EXECUTIVE TYPICALLY CONSISTS ONLY OF BASE SALARY, AND INCENTIVE AWARD EARNED, IF EARNED. APPLICABLE TAXES OR OTHER WITHHOLDINGS ARE DEDUCTED. ANNUAL INCREASES IN BASE PAY, IF ANY, ARE BASED ON COMPETITIVE MARKET TRENDS FROM THE COMPARISON GROUP. SUPPLEMENTAL RETIREMENT BENEFITS ARE USED AS A VEHICLE FOR EXECUTIVE RECRUITMENT AND RETENTION WITH APPROPRIATE VESTING PERIODS. THE BOARD OF TRUSTEES REVIEWS AND APPROVES EXECUTIVE COMPENSATION IN ITS ENTIRETY, INCLUDING THE USE OF "TALLY SHEETS", WHICH DISCLOSE 100% EXECUTIVE COMPENSATION. THE BOARD OF TRUSTEES ENGAGES EXTERNAL COMPENSATION AND LEGAL EXPERTISE TO ASSURE REASONABLENESS OF EXECUTIVE COMPENSATION LEVELS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANZIATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT THIS TIME, THE ORGANZIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. |
| FORM 990, PART XI, LINE 9: | TRANSFER TO AFFILIATES 14,366. |
| FORM 990, PART XII, LINE 2C: | WESTMORELAND/FRICK HOSPITAL FOUNDATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF EXCELA HEALTH. EXCELA HEALTH HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LATROBE AREA HOSPITAL | |||||||||||
| 121 W SECOND AVENUE | LATROBE | PA | 15650 | 250965414 | HEALTH CARE | PA | 501(C)(3) | LINE 3 | EXCELA HEALTH | 0 | |
| WESTMORELAND REGIONAL HOSPITAL | |||||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 250965612 | HEALTH CARE | PA | 501(C)(3) | LINE 3 | EXCELA HEALTH | 0 | |
| LATROBE AREA HOSPITAL CHARITABLE FOUNDATION | |||||||||||
| ONE MELLON WAY | LATROBE | PA | 15650 | 251750654 | FUNDRAISING | PA | 501(C)(3) | LINE 12A, I | LATROBE AREA HOSPITAL | 0 | |
| FRICK HOSPITAL | |||||||||||
| 508 SOUTH CHURCH STREET | MOUNT PLEASANT | PA | 15650 | 250965375 | HEALTH CARE | PA | 501(C)(3) | LINE 3 | EXCELA HEALTH | 0 | |
| EXCELA HEALTH HOME CARE AND HOSPICE | |||||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 203474707 | HEALTH CARE | PA | 501(C)(3) | LINE 10 | EXCELA HEALTH | 0 | |
| EXCELA HEALTH | |||||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 251471089 | HEALTH CARE | PA | 501(C)(3) | LINE 12C, III-FI | INDEPENDENCE HEALTH SYSTEM | 0 | |
| CAREGIVERS OF SOUTHWESTERN PA | |||||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 251570733 | HEALTH CARE | PA | 501(C)(3) | LINE 10 | EXCELA HEALTH | 0 | |
| MOUNTAIN VIEW CANCER ASSOCIATES INC | |||||||||||
| 200 VILLAGE DRIVE | GREENSBURG | PA | 15601 | 030480551 | HEALTH CARE | PA | 501(C)(3) | LINE 3 | EXCELA HEALTH | 0 | |
| BUTLER HEALTH SYSTEM | |||||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 251441855 | HC DELIV SYST | PA | 501(C)(3) | LINE 10 | INDEPENDENCE HEALTH SYSTEM | 0 | |
| BUTLER HEALTHCARE PROVIDERS | |||||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 250965274 | HOSPITAL | PA | 501(C)(3) | LINE 3 | BUTLER HEALTH SYSTEM | 0 | |
| BUTLER MEDICAL PROVIDERS | |||||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 251441961 | PHYSICIAN PRACTICE | PA | 501(C)(3) | LINE 3 | BUTLER HEALTH SYSTEM | 0 | |
| NIXSAR CORPORATION | |||||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 251441960 | REAL ESTATE | PA | 501(C)(3) | LINE 12B, II | BUTLER HEALTH SYSTEM | 0 | |
| BUTLER HEALTH SYSTEM FOUNDATION | |||||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 261543883 | FUNDRAISING | PA | 501(C)(3) | LINE 12A, I | BUTLER HEALTH SYSTEM | 0 | |
| CLARION HOSPITAL | |||||||||||
| ONE HOSPITAL WAY | CLARION | PA | 16214 | 251010039 | HOSPITAL | PA | 501(C)(3) | LINE 3 | BUTLER HEALTH SYSTEM | 0 | |
| CLARION HOSPITAL SELF INS TRUST FUND | |||||||||||
| ONE HOSPITAL WAY | CLARION | PA | 16217 | 250766602 | SELF INSURANCE | PA | 501(C)(3) | LINE 12A, I | CLARION HOSPITAL | 0 | |
| BUTLER MEMORIAL HOSPITAL AUXILIARY | |||||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 251457575 | AUXILIARY | PA | 501(C)(3) | LINE 10 | BUTLER HEALTH SYSTEM | 0 | |
| INDEPENDENCE HEALTH SYSTEM | |||||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 921340805 | HEALTH CARE | PA | 501(C)(3) | LINE 12B, II | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| BUTLER AMBULATORY SURGERY CENTER LLC | |||||||||
| 102 TECHNOLOGY DRIVE | BUTLER | PA | 16001 | 061728190 | AMBULATORY SURG. | PA | N/A | 0 | 0 |
| BHS FASTERCARE | |||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 271961562 | URGENT CARE | PA | N/A | 0 | 0 |
| BHS FASTER CARE LABORATORY | |||||||||
| ONE HOSPITAL WAY | BUTLER | PA | 16001 | 800628384 | LAB. SERVICES | PA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| EXCELA HEALTH PHYSICIAN PRACTICES | |||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 251744392 | HEALTH CARE | PA | N/A | C | 0 |
| EXCELA HEALTH HOLDING COMPANY | |||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 251826537 | HEALTH CARE | PA | N/A | C | 0 |
| EXCELA HEALTH VENTURES LLC | |||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 461290845 | REAL ESTATE | PA | N/A | C | 0 |
| EXCELA RECIPROCAL RRG & SUBSIDIARY | |||||||||
| 100 BANK STREET SUITE 610 | BURLINGTON | VT | 05401 | 464602850 | INSURANCE | VT | N/A | C | 0 |
| EXCELA PHYSICIAN HOSPITAL ORGANIZATION LLC | |||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 820639487 | HEALTH CARE | PA | N/A | C | 0 |
| EXCELA HEALTH DIVERSIFIED SERVICES LLC | |||||||||
| 532 WEST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 871455824 | HEALTH CARE | PA | N/A | C | 0 |
| PCA OF BUTLER PC | |||||||||
| 480 EAST JEFFERSON STREET | BUTLER | PA | 16001 | 251351445 | PHY. OFFICE | PA | N/A | C | 0 |
| CLARION DEVELOPMENT CORPORATION | |||||||||
| ONE HOSPITAL DRIVE | CLARION | PA | 16214 | 251516298 | PHARMACY | PA | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |