HERITAGE VALLEY HEALTH SYSTEM INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: HERITAGE VALLEY HEALTH SYSTEM INC (EIN 25-1801532)
Tax period: 2018-07-01 to 2019-06-30
Filed: 2020-07-06
IRS object ID: 202041889349301204
Schema version: 2018v3.1
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 C
Schedule D
Schedule F
Schedule H
Schedule I
Schedule J
Schedule K
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-06T09:07:42-05:00	ReturnTs
Tax Period End	2019-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	550486667	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ARNETT CARBIS TOOTHMAN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5700 CORPORATE DRIVE STE 650	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15237	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2018-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	251801532	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VALLEY MEDICAL FACILITIES INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	VALL	BusinessNameControlTxt
Phone	4127416600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	720 BLACKBURN ROAD	AddressLine1Txt
City	SEWICKLEY	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15143	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT ROSENBERGER	PersonNm
Person Title	VICE-PRESIDENT, FINANCE & CFO	PersonTitleTxt
Phone	4127416600	PhoneNum
Signature	2020-06-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFFREY J PETRELL CPA	PreparerPersonNm
PTIN	P00138808	PTIN
Phone	4126356270	PhoneNum
Preparation	2020-06-16	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	216.12.119.47	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-06-16	IPDt
IP Tm	09:24:42	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	381A66540FE7755D1C3C82D5E3953C87947BBB71	AtSubmissionCreationDeviceId
At Submission Filing Device Id	63F25137D18DAAC63210613FAAC92E14D8B230E7	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-09-23 17:36:50Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	HERITAGE VALLEY SEWICKLEY AND HERITAGE VALLEY BEAVER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	ROBERT ROSENBERGER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	720 BLACKBURN ROAD	AddressLine1Txt
City	SEWICKLEY	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15143	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$373,594,760	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.HERITAGEVALLEY.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	22	VotingMembersGoverningBodyCnt
Voting Members Independent	18	VotingMembersIndependentCnt
Total Employee	2937	TotalEmployeeCnt
Total Volunteers	60	TotalVolunteersCnt
Total Gross UBI	$4,264,803	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,322,284	PYContributionsGrantsAmt
CY Contributions Grants	$3,271,259	CYContributionsGrantsAmt
PY Program Service Revenue	$345,260,561	PYProgramServiceRevenueAmt
CY Program Service Revenue	$347,952,451	CYProgramServiceRevenueAmt
PY Investment Income	$9,264,252	PYInvestmentIncomeAmt
CY Investment Income	$4,905,159	CYInvestmentIncomeAmt
PY Other Revenue	$17,307,787	PYOtherRevenueAmt
CY Other Revenue	$16,662,365	CYOtherRevenueAmt
PY Total Revenue	$374,154,884	PYTotalRevenueAmt
CY Total Revenue	$372,791,234	CYTotalRevenueAmt
PY Grants And Similar Paid	$255,508	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$239,583	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$191,986,100	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$181,450,690	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$174,913,025	PYOtherExpensesAmt
CY Other Expenses	$191,443,128	CYOtherExpensesAmt
PY Total Expenses	$367,154,633	PYTotalExpensesAmt
CY Total Expenses	$373,133,401	CYTotalExpensesAmt
PY Revenues Less Expenses	$7,000,251	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$342,167	CYRevenuesLessExpensesAmt
Total Assets BOY	$397,995,488	TotalAssetsBOYAmt
Total Assets EOY	$419,888,333	TotalAssetsEOYAmt
Total Liabilities BOY	$115,997,200	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$155,510,056	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$281,998,288	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$264,378,277	NetAssetsOrFundBalancesEOYAmt
Mission	TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$319,584,058	ExpenseAmt
Grant	$239,583	GrantAmt
Revenue	$360,350,013	RevenueAmt
Desc	THE HOSPITALS COMPRISING VALLEY MEDICAL FACILITIES PROVIDE ROUTINE AND AUXILIARY MEDICAL/SURGICAL, PSYCHIATRIC, AND OUTPATIENT REHABILITATION SERVICES TO THE COMMUNITIES SERVED BY THE HOSPITALS REGARDLESS OF PATIENT'S ABILITY TO PAY.DURING THE FISCAL YEAR, THE HOSPITALS HAD 18,098 INPATIENT ADMISSIONS, 8,436 OBSERVATION ADMISSIONS, 1,616 NEWBORN ADMISSIONS, AND 77,303 INPATIENT DAYS. THE FACILITIES ALSO ENCOUNTERED 96,656 EMERGENCY ROOM VISITS, 11,877 OUTPATIENT SURGERIES, 172 OPEN HEART PROCEDURES, 2,329 CARDIAC CATHETERIZATIONS AND 333,725 DIAGNOSTIC IMAGING PROCEDURES.	Desc
Total Program Service Expenses	$319,584,058	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	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
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	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	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	Yes (1)	OperateHospitalInd
Audited Financial Stmt Att	Yes (1)	AuditedFinancialStmtAttInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (1)	TaxExemptBondsInd
Invest Tax Exempt Bonds	0	InvestTaxExemptBondsInd
Escrow Account	0	EscrowAccountInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
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	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
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	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	174	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	2937	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
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	22	GoverningBodyVotingMembersCnt
Independent Voting Member	18	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	Yes (1)	LocalChaptersInd
Policies Reference Chapters	Yes (1)	PoliciesReferenceChaptersInd
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	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LINDA SCHAEFER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4127416600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	420 ROUSER ROAD SUITE 201	AddressLine1Txt
City	MOON TOWNSHIP	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15108	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
NORMAN F MITRY
PRESIDENT & CEO	40.00	26.75	Yes (X)	Yes (X)	$798,313	$0	$38,444
LYNN GEORGE PHD
CHAIR	2.00	2.00	Yes (X)	Yes (X)	$0	$0	$0
SCOTT M ELSTE
VICE-CHAIR	2.00	2.00	Yes (X)	Yes (X)	$0	$0	$0
JOAN MARSHALL ESQ
SECRETARY	2.00	2.00	Yes (X)	Yes (X)	$0	$0	$0
ELISA DITOMMASO CPA
TREASURER	2.00	2.00	Yes (X)	Yes (X)	$0	$0	$0
GR ORR III
EMERITUS BOARD CHAIR	2.00	2.00	Yes (X)		$0	$0	$0
DENNIS PEGDEN PHD
EMERITUS BOARD CHAIR	2.00	2.00	Yes (X)		$0	$0	$0
RICHARD KIM MD
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
MICHAEL MALKOWSKI MD
DIRECTOR	2.00	41.25	Yes (X)		$0	$485,200	$29,314
KEVIN FLANNERY
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
THOMAS LEYDIG
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
THOMAS ARBOGAST ESQ
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
JEFFREY HEIN MD
DIRECTOR	2.00	40.00	Yes (X)		$0	$396,820	$29,080
REBECCA POUNDS DDS
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
BOB TERWILLIGER
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
SUSAN PAONE DHA
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
KAREN JEROME-ZAPADKA MD
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
MARK BRENNAN
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
MICHAEL DICLEMENTE
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
DANA EDWARDS
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
DAVID SCOTT
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
SRIDHAR TAYUR
DIRECTOR	2.00	2.00	Yes (X)		$0	$0	$0
BRYAN J RANDALL
VICE-PRESIDENT, FINANCE & CFO	40.00	26.75		Yes (X)	$438,281	$0	$35,147
SHARON LOFTUS ESQ
ASST. SECRETARY	40.00	2.00		Yes (X)	$310,435	$0	$16,155
JOHN LUELLEN MD
CHIEF OPERATING OFFICER	40.00	3.75			$418,431	$0	$20,795	Yes (X)
LINDA HOMYK
VP PATIENT CARE SERVICES	40.00				$297,593	$0	$41,163	Yes (X)
RONALD LECKEY MD
MEDICAL DIRECTOR EMERGENCY	40.00				$434,639	$0	$40,630		Yes (X)
SHAYLA CAMMARATA MD
PHYSICIAN	40.00				$340,428	$0	$32,321		Yes (X)
MATTHEW WHEELER MD
ASSISTANT MEDICAL DIRECTOR	40.00				$405,907	$0	$32,351		Yes (X)
JOSEPH MONTIBELLER MD
PHYSICIAN	40.00				$329,573	$0	$32,144		Yes (X)
JOHN COLEMAN MD
PHYSICIAN	40.00				$326,151	$0	$30,076		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,099,751	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$882,020	TotReportableCompRltdOrgAmt
Total Other Compensation	$377,620	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	127	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SODEXO INC & AFFILIATES
PO BOX 360170	PITTSBURGH	PA	15251	FACILITY MANAGEMENT SERVICES	$5,370,712
CROTHALL HEALTHCARE
13028 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	MEDICAL EQUIPMENT MANAGEMENT SERVICES	$4,957,719
ALLSCRIPTS
24630 NETWORK PLACE	CHICAGO	IL	60673	COMPUTER PROFESSIONAL SERVICES	$4,532,523
SENTINEL CONSTRUCTION
3000 STONEWOOD DR	WEXFORD	PA	15090	CONSTRUCTION	$4,310,098
MAXIM HEALTHCARE SERVICES
62373 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	STAFFING AGENCY	$4,192,058

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	51	CntrctRcvdGreaterThan100KCnt
Government Grants	$2,836,341	GovernmentGrantsAmt
All Other Contributions	$434,918	AllOtherContributionsAmt
Total Contributions	$3,271,259	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	NET PATIENT SERVICE REVENUE	Desc
Business	900099	BusinessCd
Total Revenue Column	$347,952,451	TotalRevenueColumnAmt
Related Or Exempt Func Income	$347,952,451	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$347,952,451	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,420,794	TotalRevenueColumnAmt
Exclusion	$2,420,794	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,287,891	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$803,526	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,287,891	SecuritiesAmt
Other	-$803,526	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,484,365	TotalRevenueColumnAmt
Exclusion	$2,484,365	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
OTHER REVENUE	900099	$12,397,562	$12,397,562
PHARMACEUTICAL REVENUE	446110	$3,865,611		$3,865,611
LABORATORY REVENUE	621500	$399,192		$399,192

Field	Value	IRS element (for citing)
Other Revenue Total	$16,662,365	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$372,791,234	TotalRevenueColumnAmt
Related Or Exempt Func Income	$360,350,013	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$4,264,803	UnrelatedBusinessRevenueAmt
Exclusion	$4,905,159	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$239,583	TotalAmt
Program Services	$239,583	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,414,756	TotalAmt
Management And General	$2,414,756	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$140,124,006	TotalAmt
Program Services	$117,036,455	ProgramServicesAmt
Management And General	$23,087,551	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$10,002,070	TotalAmt
Program Services	$8,227,460	ProgramServicesAmt
Management And General	$1,774,610	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$19,206,119	TotalAmt
Program Services	$16,010,961	ProgramServicesAmt
Management And General	$3,195,158	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,703,739	TotalAmt
Program Services	$7,982,060	ProgramServicesAmt
Management And General	$1,721,679	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$224,220	TotalAmt
Management And General	$224,220	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$371,578	TotalAmt
Management And General	$371,578	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$833,966	TotalAmt
Program Services	$692,192	ProgramServicesAmt
Management And General	$141,774	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,135,969	TotalAmt
Program Services	$942,854	ProgramServicesAmt
Management And General	$193,115	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$7,255,334	TotalAmt
Program Services	$6,021,927	ProgramServicesAmt
Management And General	$1,233,407	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$12,855,591	TotalAmt
Program Services	$10,670,141	ProgramServicesAmt
Management And General	$2,185,450	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$370,635	TotalAmt
Program Services	$311,333	ProgramServicesAmt
Management And General	$59,302	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$227,697	TotalAmt
Program Services	$188,989	ProgramServicesAmt
Management And General	$38,708	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,689,370	TotalAmt
Program Services	$2,232,177	ProgramServicesAmt
Management And General	$457,193	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$34,038,229	TotalAmt
Program Services	$28,251,730	ProgramServicesAmt
Management And General	$5,786,499	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,835,340	TotalAmt
Program Services	$4,013,332	ProgramServicesAmt
Management And General	$822,008	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL AND OTHER SUPPL	$54,947,083	$54,947,083
PROFESSIONAL SERVICES	$46,404,551	$38,515,777	$7,888,774
PHARMACEUTICAL SUPPLIES	$12,307,454	$12,307,454
REPAIRS & MAINTENANCE	$2,703,945	$2,244,274	$459,671

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,242,166	TotalAmt
Program Services	$8,748,276	ProgramServicesAmt
Management And General	$1,493,890	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$373,133,401	TotalAmt
Program Services	$319,584,058	ProgramServicesAmt
Management And General	$53,549,343	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$5,431,567	BOYAmt
EOY	$2,963,271	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$5,230,965	BOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$303,238	BOYAmt
EOY	$2,061,966	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$35,685,644	BOYAmt
EOY	$48,346,683	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$3,697,508	BOYAmt
EOY	$54,318	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$8,496,238	BOYAmt
EOY	$8,030,361	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,068,743	BOYAmt
EOY	$4,329,453	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$569,350,210	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$366,110,529	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$180,727,921	BOYAmt
EOY	$203,239,681	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$110,232,391	BOYAmt
EOY	$105,027,501	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$40,062,478	BOYAmt
EOY	$38,732,110	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$58,795	BOYAmt
EOY	$7,102,989	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$397,995,488	BOYAmt
EOY	$419,888,333	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$35,214,008	BOYAmt
EOY	$48,729,942	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$53,720,346	BOYAmt
EOY	$43,631,657	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$12,735,948	BOYAmt
EOY	$10,000,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$14,326,898	BOYAmt
EOY	$53,148,457	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$115,997,200	BOYAmt
EOY	$155,510,056	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$265,674,374	BOYAmt
EOY	$247,545,949	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$9,760,392	BOYAmt
EOY	$10,094,337	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$6,563,522	BOYAmt
EOY	$6,737,991	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$281,998,288	BOYAmt
EOY	$264,378,277	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$397,995,488	BOYAmt
EOY	$419,888,333	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$342,167	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,471,000	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$18,748,844	OtherChangesInNetAssetsAmt
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)
Hospital	Yes (X)	HospitalInd

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	0	DirectContactLegislatorsInd
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	Yes (1)	OtherActivitiesInd
Other Activities	$3,037	OtherActivitiesAmt
Total Lobbying Expenditures	$3,037	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART II-B, LINE 1:	FormAndLineReferenceDesc
Explanation	OTHER LOBBYING ACTIVITIES: A PORTION OF HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PA (HAP) DUES ARE LOBBYING EXPENSES.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$252,377,000	BeginningYearBalanceAmt
Contributions	$8,418,000	ContributionsAmt
Investment Earnings Or Losses	$7,084,077	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$281,000	GrantsOrScholarshipsAmt
Other Expenditures	$7,922,077	OtherExpendituresAmt
Administrative Expenses	$389,000	AdministrativeExpensesAmt
End Year Balance	$259,287,000	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$265,386,000	BeginningYearBalanceAmt
Contributions	-$8,191,000	ContributionsAmt
Investment Earnings Or Losses	-$1,354,000	InvestmentEarningsOrLossesAmt
Other Expenditures	-$2,695,000	OtherExpendituresAmt
Administrative Expenses	-$769,000	AdministrativeExpensesAmt
End Year Balance	$252,377,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$250,595,000	BeginningYearBalanceAmt
Contributions	$1,428,000	ContributionsAmt
Investment Earnings Or Losses	$19,506,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,311,000	OtherExpendituresAmt
Administrative Expenses	$821,000	AdministrativeExpensesAmt
End Year Balance	$265,386,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$255,106,000	BeginningYearBalanceAmt
Contributions	$10,407,000	ContributionsAmt
Investment Earnings Or Losses	-$13,371,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$718,000	OtherExpendituresAmt
Administrative Expenses	$829,000	AdministrativeExpensesAmt
End Year Balance	$250,595,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$257,479,000	BeginningYearBalanceAmt
Contributions	$7,685,000	ContributionsAmt
Investment Earnings Or Losses	-$5,337,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,793,000	OtherExpendituresAmt
Administrative Expenses	$928,000	AdministrativeExpensesAmt
End Year Balance	$255,106,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.92950	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.04450	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.02600	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,285,807	OtherCostOrOtherBasisAmt
Book Value	$2,285,807	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$205,593,141	OtherCostOrOtherBasisAmt
Depreciation	$106,478,643	DepreciationAmt
Book Value	$99,114,498	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,449,102	OtherCostOrOtherBasisAmt
Depreciation	$2,530,384	DepreciationAmt
Book Value	$918,718	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$332,807,829	OtherCostOrOtherBasisAmt
Depreciation	$251,351,212	DepreciationAmt
Book Value	$81,456,617	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$25,214,331	OtherCostOrOtherBasisAmt
Depreciation	$5,750,290	DepreciationAmt
Book Value	$19,464,041	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$203,239,681	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INTEREST IN ASSETS HELD BY FOUNDATIONS	$11,442,906	F
OTHER INVESTMENTS	$120,000	F
COMMON TRUST	$15,843,537	C
ALTERNATIVE INVESTMENTS	$11,325,667	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$38,732,110	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
CAPITALIZED LEASES	$29,824,374
ASSET RETIREMENT AND OTHER OBLIGATIONS	$2,874,889
POST RETIREMENT BENEFIT LIABILITY	$18,552,428
ACCRUED WORKERS' COMPENSATION	$1,896,766

Field	Value	IRS element (for citing)
Total Liability	$53,148,457	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	VMF QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND, THEREFORE, IS EXEMPT FROM INCOME TAX ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. VMF DOES NOT HAVE ANY MATERIAL UNCERTAIN POSITIONS AS OF JUNE 30, 2019 AND 2018.
PART V LINE 4	BOARD DESIGNATED ASSETS ARE UNRESTRICTED FUNDS UNDER THE CONTROL OF THE BOARD OF DIRECTORS. THE MAJORITY OF THESE FUNDS ARE HELD IN THE MASTER TRUST. THE REMAINING FUNDS ARE IN THE CHECKING AND MONEY MARKET ACCOUNTS. ALL INTEREST, REALIZED GAINS/LOSSES, AND UNREALIZED GAINS/LOSSES ASSOCIATED WITH THESE FUNDS REMAIN AS BOARD DESIGNATED FUNDS. DONOR RESTRICTED SPECIFIC PURPOSE FUNDS ARE COMPOSED OF BOTH TEMPORARY AND PERMANENTLY RESTRICTED FUNDS. ALL FUNDS EARN INTEREST, REALIZED GAINS/LOSSES, AND UNREALIZED GAINS/LOSSES. INTEREST CAN BE RESTRICTED BY THE DONOR, IN WHICH CASE IT REMAINS IN THE FUND. THE DONOR DETERMINES THE INTEREST CLASSIFICATION AT THE TIME OF THE DONATION. THE MAJORITY OF THE FUNDS ARE HELD IN THE MASTER TRUST WITH THE REMAINDER BEING IN THE CHECKING ACCOUNT OR MONEY MARKET ACCOUNTS. FUNDS HELD BY HERITAGE VALLEY SEWICKLEY FOUNDATION: LEONARD P. AND EVA M. ALOISE MEMORIAL FUND - THE FUND IS TO BE USED TO SUPPORT NURSING STAFF AT HERITAGE VALLEY SEWICKLEY FOR THEIR PROFESSIONAL DEVELOPMENT THROUGH THE NURSING EDUCATION FUND, WHICH SUPPORTS THE NURSING EDUCATION CENTER, HERITAGE VALLEY HEALTH SYSTEM. CARDIOLOGY FUND -RESTRICTED FOR CARDIOLOGY/CARDIAC REHAB BUT OTHERWISE UNRESTRICTED. CAPITAL PROJECT FUND - TO BE USED TO FUND PURCHASES OF ITEMS DESIGNATED THROUGH APPROVED HERITAGE VALLEY SEWICKLEY CAPITAL BUDGET. EMERGENCY DEPARTMENT FUND - FOR EMERGENCY DEPARTMENT USE TO BENEFIT CHILDREN AT MEDICAL DIRECTOR'S DISCRETION AND FOR FUNDING EMERGENCY DEPARTMENT PROGRAM & EQUIPMENT NEEDS. EQUIPMENT FUND - RESTRICTED FOR HOSPITAL EQUIPMENT PURCHASES. IRWIN S. TERNER MEMORIAL EYE GLASS FUND - RESTRICTED TO PURCHASE OF EYEGLASSES FOR THOSE THAT ARE UNABLE TO PAY. REFERRALS TO ACCESS THIS FUND MUST BE SENT TO CASE MANAGEMENT OF HVS FOR EVALUATION OF PATIENT'S NEEDS. OPTHALMOLOGISTS ON STAFF PROVIDE GLASSES AT COST. EYE SURGERY EQUIPMENT FUND - EQUIPMENT NEEDS OF EYE DEPARTMENT. FAITH IN ACTION FUND - ESTABLISHED IN 2014 FROM PROCEEDS OF ANNUAL SEWICKLEY 5K RUN/WALK. RESTRICTED PROCEEDS BENEFIT THE FAITH IN ACTION PROGRAM AT HERITAGE VALLEY SEWICKLEY AND SEWICKLEY YMCA, WHICH PROVIDES SENIORS IN THE COMMUNITY WITH RIDES TO DOCTOR APPOINTMENTS AND MEDICAL TREATMENTS. FREE CARE FUND (CHARITY CARE) - TO PAY FOR PRESCRIPTION DRUGS FOR QUALIFIED NEEDY PATIENTS TO A MAXIMUM OF $5,000 PER YEAR; AND TO PAY FOR SERVICES FOR QUALIFIED NEEDY AS ASSESSED BY CASE MANAGEMENT. (CURRENTLY TRANSFERRING 10% PER YEAR FOR HVS CHARITY CARE.) THOMAS R. HAVRILLA SCHOOL OF RADIOLOGY SCHOLARSHIP FUND - ESTABLISHED BY BRIGHTON RADIOLOGY ASSOCIATES IN MEMORY OF THEIR FRIEND AND COLLEAGUE TO ENCOURAGE INDIVIDUALS TO PURSUE CAREERS IN RADIOLOGY & EMPLOYMENT AT HVHS. INCOME EARNED WILL BE USED ANNUALLY TO PROVIDE FINANCIAL ASSISTANCE TO THE TOP ACADEMIC STUDENT COMPLETING THEIR 1ST YEAR OF TRAINING TO ASSIST THEM WITH 2ND YEAR TUITION COSTS. HITCHAK SCHOLARSHIP - ESTABLISHED WITH $11,000 GIFT FROM HITCHAK FAMILY MEMBERS TO ENDOW A SCHOLARSHIP FOR GRADUATE NURSING STUDIES. MARJORIE WAGNER THEYS SCHOLARSHIP FUND - INCOME TO BE DISTRIBUTED ANNUALLY FOR THE CONTINUING EDUCATION OF NURSES. MATERNAL AND INFANT CHILD CARE FUND - RESTRICTED FOR USE OF MATERNITY AND INFANT CHILD CARE BUT OTHERWISE UNRESTRICTED. E. THORNE MCKALLIP PROFESSIONAL NURSING DEVELOPMENT FUND - RESTRICTED FUND INCOME EARNED TO BENEFIT MEMBERS OF HVS NURSING STAFF IN THEIR PROFESSIONAL DEVELOPMENT, EXCLUDING FORMAL EDUCATION PREPARATION: * INITAL NURSING CERTIFICATION FEE * NURSING RECERTIFICATION CONTINUING EDUCATION CREDITS * FEES FOR LOCAL CONTINUING EDUCATION * OUT-OF-STATE CONTINUING EDUCATION (FEES, TRANSPORTATION, ACCOMODATIONS) * IN-HOUSE EDUCATION. MEDICAL STAFF SCHOLARSHIP FUND - ESTABLISHED IN 2013. TO AWARD ANNUAL COLLEGE SCHOLARSHIPS TO LOCAL RESIDENTS PURSUING A HEALTHCARE EDUCATION. MURDOCK OPERATING ROOM RENOVATION FUND - RESTRICTED FOR THE USE FOR THE OPERATING ROOM RENOVATIONS AT HVS. ONCOLOGY FUND - RESTRICTED FOR USE FOR INPATIENT ONCOLOGY SERVICES OTHERWISE UNRESTRICTED. OR/LAB FUND - RESTRICTED ENDOWMENT. RESTRICTED TO USE FOR THE BENEFIT OF THE OPERATING ROOMS AND THE LABORATORY, BUT OTHERWISE UNRESTRICTED. NURSING EDUCATION FUND - RESTRICTED TO USE FOR THE CAPITAL AND/OR OPERATING NEEDS FOR EDUCATION, CERTIFICATION AND CONTINUING EDUCATION FOR NURSING AT HERITAGE VALLEY SEWICKLEY. IT IS PERMISSIBLE FOR NURSING FROM HERITAGE VALLEY HEALTH SYSTEM AT-LARGE TO BENEFIT FROM PROGRAMS ESTABLISHED BY THIS FUND; SUCH AS THE PROPOSED NURSING EDUCATION AND SIMULATION CENTER (2020). PALLIATIVE CARE FUND - FUNDS ARE TO BE USED TO SUPPORT THE COMPREHENSIVE MEDICAL CARE PROGRAM FOR PATIENTS WHO HAVE LIFE LIMITING ILLNESSES UNTIL THE END OF LIFE. SCHOOL OF NURSING ALUMNI FUND - BALANCE OF $1,000 FOR 10 YEARS TO PROVIDE AN ANNUAL GRADUATION GIFT OF $100-$200, AS DETERMINED BY FACULTY OF SCHOOL. $500 TO BE SET ASIDE FOR 5 YEARS FOR THE REESTABLISHMENT OF AN ACTIVE ALUMNAE ASSOC. AFTER 2015, MONEY WILL THEN BE IN THE GENERAL FUND FOR SCHOOL OF NURSING. MONEY TO BE UTILIZED FOR SPEAKERS FOR STUDENTS AND GRADUATES, TO BE DETERMINED BY DIRECTOR OF S/N AND ONE ALUMNA. DR. SIDNEY SELKOVITZ ENDOWED FUND - PERMANENTLY RESTRICTED ENDOWED FUND TO BENEFIT HVS. PRINCIPAL WILL REMAIN INTACT FOR PERPETUITY & INTEREST INCOME USED ANNUALLY TO FURTHER THE GOOD WORK OF HVS. THE FUND WILL BE AVAILABLE FOR ADDITIONAL GIFTS FOR FAMILY, FRIENDS, & FORMER PATIENTS WHO WISH TO PAY TRIBUTE TO DR. SELKOVITZ. SILVER SNEAKERS FUND - FUNDS ARE TO BE USED TO SUPPORT THE SILVER SNEAKERS PROGRAM. SPEECH THERAPY FUND - RESTRICTED TO SPEECH PATHOLOGY BUT OTHERWISE UNRESTRICTED. ELIZABETH S. STANDISH MEMORIAL CAPITAL PROJECTS FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED ANNUALLY BY THE BOARD FOR CAPITAL PROJECTS. STAUNTON CLINIC FUND - RESTRICTED TO USE FOR STAUNTON CLINIC BUT OTHERWISE UNRESTRICTED. TEMPORARY RESTRICTED FUND - TEMPORARY HOLD FOR AUXILIARY DONATIONS UNTIL FUNDS USED FOR ASSIGNED PROJECTS; AND FORMERLY USED TO HOLD FOUNDERS SOCIETY DONATIONS (PRIOR TO 2000). ALSO TEMPORARY HOLD FOR STAUNTON FARMS ELECTRONIC HEALTH RECORD GRANT. UNIQUE BOUTIQUE EVENT FUND - PROCEEDS ARE RESTRICTED TO BE PAIRED WITH EQUIPMENT OR PROGRAM NEEDS FOR HVS. COMMUNITY HEALTH SERVICES FUND - PEDIATRIC ASTHMA PROGRAM; DIABETES PROGRAM; LIFESMART PROGRAM; PREGNANCY HEALTH SERVICES PROGRAM; PEDIATRIC OBESITY PROGRAM. ROY F. JOHNS, JR. FAMILY ENDOWMENT FUND - RESTRICTED ENDOWMENT. ANNUAL INCOME TO BE USED TO PROVIDE UNRESTRICTED SUPPORT TO THE HERITAGE VALLEY SEWICKLEY FOUNDATION. FUNDS HELD BY HERITAGE VALLEY BEAVER FOUNDATION: CARDIOLOGY FUND - PURPOSE: RESTRICTED FOR CARDIOLOGY/CARDIAC CATHETERIZATION NEEDS FOR HERITAGE VALLEY BEAVER, BUT OTHERWISE UNRESTRICTED. CENTER CIVIC WOMEN'S CLUB FUND - PURPOSE: RESTRICTED FUND ESTABLISHED IN 1999 BY CENTER CIVIC WOMEN'S CLUB TO HELP COVER EXPENSES NOT REIMBURSED BY INSURANCE FOR COSMETIC ITEMS (WIGS, TURBANS, PROSTHESES, ETC.) FOR BEAVER COUNTY WOMEN RECEIVING CANCER TREATMENT THROUGH A HERITAGE VALLEY HOSPITAL - HVB OR HVS. HERITAGE VALLEY BEAVER FOUNDATION ADMINISTERS THE FUND. (INCLUDES CRITERIA FOR ELIGIBILITY) CANCER TREATMENT CENTER BENEVOLENT FUND - PURPOSE: TO BE USED TO ASSIST PATIENTS WHO HAVE EXHAUSTED THEIR PERSONAL RESOURCES TO BATTLE CANCER BY ASSISTING WITH TRANSPORTATION, MEDICATION OR EQUIPMENT NEEDS. ALLOCATIONS ARE BASED ON RECOMMENDATIONS FROM HOSPITAL CASE MANAGERS AND CANCER TREATMENT CENTER NURSING. RESTRICTIONS: PHARMACY STAFF MUST BE NOTIFIED WHEN PRESCRIPTION FUNDING IS REQUIRED AND THE MEDICATION WILL BE PROVIDED AT A COST WITH A SEPARATE BILL SENT TO THE FOUNDATION. DEVELOPMENT FUND - RESTRICTED FOR EQUIPMENT AND BUILDING (CAPITAL) NEEDS FOR HVB. COMMUNITY HEALTH SERVICES FUND - PREGNANCY HEALTH SERVICES PROGRAM; DIABETES PROGRAM; LIFESMART PROGRAM; COMMUNITY ADVANCE ILLNESS PROGRAM; PEDIATRIC ASTHMA PROGRAM. NUTRITIONAL SERVICES PROGRAM. EMERGENCY DEPARTMENT FUND - TO PROVIDE FUNDING FOR EQUIPMENT AND PROGRAM NEEDS FOR HVB EMERGENCY DEPARTMENT.
PART V LINE 4	EQUIPMENT FUND - TO PROVIDE FUNDING FOR EQUIPMENT NEEDS FOR HVB FREE CARE FUND - TO REIMBURSE THE HOSPITAL FOR FREE CARE PROVIDED TO PATIENTS TREATED AT HERITAGE VALLEY BEAVER; TO ASSIST WITH PRESCRIPTION DRUGS FOR QUALIFIED NEEDY PATIENTS TO A MAXIMUM OF $5,000 PER YEAR OR TO PAY FOR SERVICES FOR QUALIFIED NEEDY AS ASSESSED BY CASE MANAGEMENT DIRECTOR. MATERNAL & CHILD HEALTH FUND - RESTRICTED FOR USE OF HVB MATERNITY AND INFANT CHILD CARE. MEDICAL STAFF FUND - FUNDS ARE TO BE USED FOR PATIENT CARE PURPOSES ONLY, SUBJECT TO THE MEDICAL STAFF'S ENDORSEMENT. MEDICAL STAFF SCHOLARSHIP FUND - TO AWARD ANNUAL COLLEGE SCHOLARSHIPS TO LOCAL RESIDENTS PURSUING A HEALTHCARE EDUCATION. PEDIATRICS FUND - PURPOSE; RESTRICTED FOR USE OF HVB PEDIATRIC UNIT FOR EQUIPMENT AND PROGRAMS, INCLUDING CALMER KIDS PROGRAM. ONCOLOGY FUND - TO PROVIDE FUNDING FOR EQUIPMENT AND PROGRAM NEEDS FOR HVB INPATIENT ONCOLOGY, HVB SATELLITE FACILITIES PROVIDING ONCOLOGY SERVICES, AND ONCOLOGY SERVICES THROUGH THE UNIVERSITY OF PITTSBURGH MEDICAL CENTER/HERITAGE VALLEY HEALTH SYSTEM CANCER CENTER, BEAVER CAMPUS. PALLIATIVE CARE FUND - FUNDA ARE TO BE USED TO SUPPORT THE COMPREHENSIVE MEDICAL CARE PROGRAM FOR PATIENTS WHO HAVE LIFE LIMITING ILLNESSES UNTIL THE END OF LIFE. TEMPORARILY RESTRICTED FUND - TEMPORARY HOLD FOR AUXILIARY DONATIONS UNTIL FUNDS USED FOR ASSIGNED PROJECTS. ORR FAMILY EDUCATION ENDOWMENT - RESTRICTED ENDOWMENT. ANNUAL INCOME ONLY TO BE USED FOR HVB NURSING AND CLINICAL STAFF FOR PROFESSIONAL DEVELOPMENT AND EDUCATION. O'LEARY FAMILY EDUCATION ENDOWMENT - RESTRICTED ENDOWMENT. ANNUAL INCOME TO BE USED TO PROVIDE UNRESTRICTED SUPPORT TO THE HERITAGE VALLEY BEAVER FOUNDATION. PERMANENTLY RESTRICTED ENDOWMENTS - TRUST TO BE USED EXCLUSIVELY FOR THE REHABILITATION OF EXISTING FACILITIES, CONSTRUCTION OF NEW BUILDINGS, PROVIDING FOR SPECIAL EQUIPMENT AND SERVICES AND FOR EXPENSES OF DESERVING PATIENTS OF HVB. THE TRUST IS IRREVOCABLE BUT MAY BE TERMINATED AT ANY TIME BY THE DONOR. LIDA MCHATTIE - PERMANENTLY RESTRICTED ENDOWMENTS - HERITAGE VALLEY BEAVER FOUNDATION RECEIVES 1/6TH SHARE OF THE NET INCOME PER QUARTER. ARTHUR E. MAYER - PERMANENTLY RESTRICTED ENDOWMENTS - ESTABLISHED IN 1964. INCOME IS UNRESTRICTED. MAYER SOCIETY (ONCOLOGY) - PERMANENTLY RESTRICTED ENDOWMENTS - CASH GIFT TO HERITAGE VALLEY BEAVER FOUNDATION'S ENDOWMENT BY MURRAY & CECYL THAW. IN HONOR OF THEIR CHILDREN - DEBORAH AND ROBERT. INCOME IS RESTRICTED TO ONCOLOGY. FUNDS HELD BY VMF FACILIITES UNDER CONTROL OF HERITAGE VALLEY SEWICKLEY FOUNDATION. EDITH OLIVER REA FUND - PRINCIPAL & INCOME TO BE USED BY THE PRESIDENT IN HIS DISCRETION FOR SUCH PURPOSES, AS TO HELP DESERVING INDIVIDUALS IN NEED OF FINANCIAL ASSISTANCE. CRAIG FAMILY MEMORIAL FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED FOR STAUNTON CLINIC. THE MEDICAL DIRECTOR OF THE CLINIC SHALL PROPOSE THE USE OF SUCH FUNDS, AND THEIR EXPENDITURE WILL BE MADE IN ACCORDANCE WITH THE USUAL PRACTICES OF HVS. WILLIAM K. FITCH MEMORIAL FUND - RESTRICTED ENDOWMENT. ANNUAL INTEREST INCOME TO BE USED TO ENCOURAGE, STIMULATE AND AID THE GOVERNING BOARD OF HVS TO MAINTAIN A POSITION OF BEING EVER ALERT TO CHANGING OPPORTUNITIES FOR CONTRIBUTING TO THE HEALTH OF THE COMMUNITY SERVED BY HVS. VAN KLEECK BLOOD BANK MEMORIAL - RESTRICTED ENDOWMENT. INCOME EARNED BY THE FUND TO BENEFIT HVS BLOOD BANK BY AUTHORIZATION OF THE PRESIDENT. INTEREST & PRINCIPAL INVESTED IN VANGUARD GNMA FUNDS WITH INTEREST EARNINGS REINVESTED UNTIL NEEDED. PRINCIPLE SHALL NOT BE EXPENDED; HOWEVER, SHOULD SOME EXTRAORDINARY NEED ARISE IN CONNECTION WITH THE OPERATION OF THE BLOOD BANK, IT IS UNDERSTOOD THAT THE HOSPITAL'S BOARD MAY AUTHORIZE THE EXPENDITURE OF THE PRINCIPLE TO MEET THAT NEED. THE FOLLOWING FUNDS ARE RELATED TO THE HERITAGE VALLEY SEWICKLEY FOUNDATION, BUT ARE UNDER THE CONTROL OF VARIOUS ORGANIZATIONS. HVS HAS BEEN THE RECIPIENT OF VARIOUS TRUSTS: 1. POOLED INCOME FUND (PNC BANK) 2. MARTHA LOCKHART MASON TRUST (BNY MELLON) 3. MARTHA LOCKHART MASON TRUST (PNC BANK) 4. BLAIR E. BELL TRUST (BNY MELLON). FOR THE POOLED INCOME FUND (1), UPON THE DEATH OF THE DONORS, THE HERITAGE VALLEY SEWICKLEY FOUNDATION WILL BECOME THE SOLE BENEFICIARY OF THE PRINCIPAL BALANCE. THE POOLED INCOME FUND PRINCIPAL IS UNDER THE CONTROL OF VMF IN THAT THE HOSPITAL CAN DETERMINE WHERE TO INVEST THE MONEY. THE THREE REMAINING TRUST, THE MASON (2&3) AND BELL (4) TRUSTS, ARE IRREVOCABLE TRUSTS. THE HERITAGE VALLEY SEWICKLEY FOUNDATION IS A PARTIAL BENEFICIARY OF THE INCOME DISTRIBUTIONS FROM THESE TRUSTS. THESE TRUSTS ARE NOT UNDER THE CONTROL OF ANY ENTITY WITHIN THE VALLEY MEDICAL FACILITIES SYSTEM. THE INCOME DISTRIBUTIONS FROM THESE TRUSTS ARE RECORDED AS UNRESTRICTED INCOME.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	CENTRAL AMERICA	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	INVESTMENTS	TypeOfActivitiesConductedTxt
Region Total Expenditures	$11,325,667	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$11,325,667	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$11,325,667	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART 1 LINE 2	FormAndLineReferenceDesc
Explanation	VALLEY MEDICAL FACILITIES DOES NOT MAKE GRANTS OUTSIDE THE UNITED STATES.	ExplanationTxt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (1)	FinancialAssistancePolicyInd
Written Policy	Yes (1)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (1)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	300.000000000000	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (1)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	450.000000000000	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (1)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (1)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	Yes (1)	ExpensesExceedBudgetInd
Unable To Provide Care	0	UnableToProvideCareInd
Annual Community Bnft Report	Yes (1)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (1)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$16,726,000	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$16,726,000	NetCommunityBenefitExpnsAmt
Total Expense	0.04480	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$48,245,226	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$33,963,962	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$14,281,264	NetCommunityBenefitExpnsAmt
Total Expense	0.03830	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$64,971,226	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$33,963,962	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$31,007,264	NetCommunityBenefitExpnsAmt
Total Expense	0.08310	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$65,555	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$65,555	NetCommunityBenefitExpnsAmt
Total Expense	0.00020	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$5,291,649	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$3,229,678	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,061,971	NetCommunityBenefitExpnsAmt
Total Expense	0.00550	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$5,357,204	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$3,229,678	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,127,526	NetCommunityBenefitExpnsAmt
Total Expense	0.00570	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$70,328,430	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$37,193,640	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$33,134,790	NetCommunityBenefitExpnsAmt
Total Expense	0.08880	TotalExpensePct

Physical Imprv And Housing PhysicalImprvAndHousingGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$6,272	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$6,272	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Economic Development EconomicDevelopmentGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$80,955	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$80,955	NetCommunityBenefitExpnsAmt
Total Expense	0.00020	TotalExpensePct

Community Support CommunitySupportGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$340,629	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$340,629	NetCommunityBenefitExpnsAmt
Total Expense	0.00090	TotalExpensePct

Other Communtity Building Acty OtherCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,258	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$4,258	NetCommunityBenefitExpnsAmt
Total Expense	0.00000	TotalExpensePct

Total Communtity Building Acty TotalCommuntityBuildingActyGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$432,114	TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns	$432,114	NetCommunityBenefitExpnsAmt
Total Expense	0.00110	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	0	BadDebtExpenseReportedInd
Bad Debt Expense	$10,370,029	BadDebtExpenseAmt
Reimbursed By Medicare	$165,939,898	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$178,385,426	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$12,445,528	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost Accounting System	Yes (X)	CostAccountingSystemInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (1)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	0	FinancialAssistancePrvsnInd
Hospital Facilities	2	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Licensed HospitalLicensedHospitalInd	General Medical And SurgicalGeneralMedicalAndSurgicalInd	Teaching HospitalTeachingHospitalInd	Emergency Room24 HrsEmergencyRoom24HrsInd	Facility Reporting GroupFacilityReportingGroupCd
HERITAGE VALLEY BEAVER
1	1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	Yes (X)	Yes (X)	Yes (X)	Yes (X)	A
HERITAGE VALLEY SEWICKLEY
2	720 BLACKBURN ROAD	SEWICKLEY	PA	15143	Yes (X)	Yes (X)		Yes (X)	A

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	FACILITY REPORTING GROUP - A	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
First Licensed CY Or PY	0	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	0	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (1)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	18	CHNAConductedYr
Take Into Account Others Input	Yes (1)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (1)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	0	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (1)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	WWW.HERITAGEVALLEY.ORG/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (1)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	18	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (1)	StrategyPostedWebsiteInd
Strategy Website URL	WWW.HERITAGEVALLEY.ORG/PAGES/COMMUNITY-HEALTH-NEEDS-ASSESSMENT	StrategyWebsiteURLTxt
Organization Incur Excise Tax	0	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (1)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	300.000000000000	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	450.000000000000	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Explained Basis	Yes (1)	ExplainedBasisInd
App Financial Asst Expln	Yes (1)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (1)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	HTTP://WWW.HERITAGEVALLEY.ORG/PAGES/FINANCIAL-ASSISTANCE	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	HTTP://WWW.HERITAGEVALLEY.ORG/PAGES/BILLING-PAYMENTS	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	HTTP://WWW.HERITAGEVALLEY.ORG/PAGES/BILLING-PAYMENTS	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Actions On Nonpayment	Yes (1)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	0	CollectionActivitiesInd
Nondis Emergency Care Policy	Yes (1)	NondisEmergencyCarePolicyInd
Prospective Medicare Medicaid	Yes (X)	ProspectiveMedicareMedicaidInd
Amounts Generally Billed	0	AmountsGenerallyBilledInd
Gross Charges	0	GrossChargesInd

Supplemental Information SupplementalInformationGrp (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, SECTION B	FACILITY REPORTING GROUP A
FACILITY REPORTING GROUP A CONSISTS OF:	- FACILITY 1: HERITAGE VALLEY, BEAVER, - FACILITY 2: HERITAGE VALLEY, SEWICKLEY
GROUP A-FACILITY 2 -- HERITAGE VALLEY, SEWICKLEY PART V, SECTION B, LINE 5:	THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED BY HVHS TO GAIN A BETTER UNDERSTANDING OF THE HEALTH NEEDS ACROSS THE COMMUNITIES WE SERVE. THE 2019 CHNA BUILDS UPON PREVIOUS ASSESSMENTS CONDUCTED IN 2013 AND 2016 AND WILL CONTINUE TO GUIDE OUR COMMUNITY BENEFIT AND COMMUNITY HEALTH IMPROVEMENT EFFORTS.CONSISTENT WITH PREVIOUS ASSESSMENTS, THE 2019 CHNA FOCUSED ON THE HEALTH NEEDS OF RESIDENTS OF BEAVER COUNTY AND SELECT MUNICIPALITIES IN THE WESTERN PORTION OF ALLEGHENY COUNTY. THE ASSESSMENT WAS CONDUCTED FROM JUNE TO NOVEMBER 2018 WITH SUBSEQUENT COMMUNITY HEALTH IMPROVEMENT PLANNING THROUGH JUNE 2019.THE CHNA INCLUDED A MIX OF QUANTITATIVE AND QUALITATIVE RESEARCH TO COLLECT AND ANALYZE HEALTH TRENDS, SOCIO-ECONOMIC DATA, AND STAKEHOLDER PERCEPTIONS. COMMUNITY ENGAGEMENT WAS AN INTEGRAL PART OF THE 2019 CHNA. HERITAGE VALLEY HEALTH SYSTEM SOLICITED INSIGHT FROM A DIVERSE MIX OF COMMUNITY MEMBERS AND LEADERS, INCLUDING PUBLIC HEALTH EXPERTS AND INDIVIDUALS OF MEDICALLY UNDERSERVED, LOW INCOME, AND MINORITY POPULATIONS. THE CHNA RESEARCH WILL BE USED TO GUIDE COMMUNITY HEALTH IMPROVEMENT EFFORTS ACROSS THE HVHS SERVICE AREA OVER THE NEXT THREE-YEAR CYCLE.
GROUP A-FACILITY 2 -- HERITAGE VALLEY, SEWICKLEY PART V, SECTION B, LINE 6A:	THE CHNA IS COMPLETED FOR HERITAGE VALLEY, SEWICKLEY AND HERITAGE VALLEY, BEAVER.
GROUP A-FACILITY 2 -- HERITAGE VALLEY, SEWICKLEY PART V, SECTION B, LINE 11:	VALLEY MEDICAL FACILITIES HAS DEVELOPED AN IMPLEMENTATION PLAN TO ADDRESS THE SIGNIFICANT NEEDS IDENTIFIED THROUGH ITS CHNA. AS WITH MOST HEATH CARE FACILITIES, VALLEY MEDICAL FACILITIES HAS LIMITED FINANCIAL RESOURCES TO ADDRESS ALL ISSUES.
GROUP A-FACILITY 1 -- HERITAGE VALLEY, BEAVER PART V, SECTION B, LINE 5:	THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED BY HVHS TO GAIN A BETTER UNDERSTANDING OF THE HEALTH NEEDS ACROSS THE COMMUNITIES WE SERVE. THE 2019 CHNA BUILDS UPON PREVIOUS ASSESSMENTS CONDUCTED IN 2013 AND 2016 AND WILL CONTINUE TO GUIDE OUR COMMUNITY BENEFIT AND COMMUNITY HEALTH IMPROVEMENT EFFORTS.CONSISTENT WITH PREVIOUS ASSESSMENTS, THE 2019 CHNA FOCUSED ON THE HEALTH NEEDS OF RESIDENTS OF BEAVER COUNTY AND SELECT MUNICIPALITIES IN THE WESTERN PORTION OF ALLEGHENY COUNTY. THE ASSESSMENT WAS CONDUCTED FROM JUNE TO NOVEMBER 2018 WITH SUBSEQUENT COMMUNITY HEALTH IMPROVEMENT PLANNING THROUGH JUNE 2019.THE CHNA INCLUDED A MIX OF QUANTITATIVE AND QUALITATIVE RESEARCH TO COLLECT AND ANALYZE HEALTH TRENDS, SOCIO-ECONOMIC DATA, AND STAKEHOLDER PERCEPTIONS. COMMUNITY ENGAGEMENT WAS AN INTEGRAL PART OF THE 2019 CHNA. HERITAGE VALLEY HEALTH SYSTEM SOLICITED INSIGHT FROM A DIVERSE MIX OF COMMUNITY MEMBERS AND LEADERS, INCLUDING PUBLIC HEALTH EXPERTS AND INDIVIDUALS OF MEDICALLY UNDERSERVED, LOW INCOME, AND MINORITY POPULATIONS. THE CHNA RESEARCH WILL BE USED TO GUIDE COMMUNITY HEALTH IMPROVEMENT EFFORTS ACROSS THE HVHS SERVICE AREA OVER THE NEXT THREE-YEAR CYCLE.
GROUP A-FACILITY 1 -- HERITAGE VALLEY, BEAVER PART V, SECTION B, LINE 6A:	THE CHNA IS COMPLETED FOR HERITAGE VALLEY, SEWICKLEY AND HERITAGE VALLEY, BEAVER.
GROUP A-FACILITY 1 -- HERITAGE VALLEY, BEAVER PART V, SECTION B, LINE 11:	VALLEY MEDICAL FACILITIES HAS DEVELOPED AN IMPLEMENTATION PLAN TO ADDRESS THE SIGNIFICANT NEEDS IDENTIFIED THROUGH ITS CHNA. AS WITH MOST HEATH CARE FACILITIES, VALLEY MEDICAL FACILITIES HAS LIMITED FINANCIAL RESOURCES TO ADDRESS ALL ISSUES.

Field	Value	IRS element (for citing)
Facility	27	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (27 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt	Address Line2USAddress/AddressLine2Txt
1 - BEAVER -CALCUTTA IMAGING & LAB SERVICES
48462 BELL SCHOOL ROAD SUITE B	EAST LIVERPOOL	OH	43920	LABORATORY, IMAGING AND DIAGNOSTIC, HEART & VASCULAR, WOMEN'S HEALTH
2 - BEAVER -HERITAGE VALLEY DIAGNOSTIC CENTE
271 STATE ROUTE 288	ELLWOOD CITY	PA	16117	LABORATORY, IMAGING AND DIAGNOSTIC CENTER, CONVENIENT CARE, WOMEN'S HEALTH
3 - BEAVER - HERITAGE VALLEY DIAGNOSTIC CENT
5000 INDUSTRIAL BOULEVARD	ALIQUIPPA	PA	15001	DIAGNOSTIC CENTER, LABORATORY
4 - BEAVER - WOMEN'S HEALTH CENTER
200 PLEASANT DRIVE	ALIQUIPPA	PA	15001	IMAGING AND DIAGNOSTIC SERVICES, LABORATORY, WOMEN'S HEALTH
5 - BEAVER - FAMILY PRACTICE CENTER
1125 7TH AVENUE	BEAVER FALLS	PA	15010	RESIDENCY PROGRAM, LABORATORY
6 - BEAVER - HERITAGE VALLEY SIGNATURE REHAB
1030 BEANER HOLLOW ROAD	BEAVER	PA	15009	REHABILITATION SERVICES
7 - BEAVER - SIGNATURE REHAB - HOPEWELL
3000 INDUSTRIAL BLVD	ALIQUIPPA	PA	15001	REHABILITATION SERVICES
8 - BEAVER - HERITAGE VALLEY BADEN - LAB
220 OHIO RIVER BLVD	BADEN	PA	15005	LABORATORY SERVICES AND IMAGING SERVICES
9 - SEWICKLEY - HERITAGE VALLEY HEALTH CENTE
935 THORN RUN ROAD	MOON TWP	PA	15108	LABORATORY, DIAGNOSTIC AND IMAGING, AND REHAB
10 - HERITAGE VALLEY ROBINSON TOWNSHIP
2201 PARK MANOR BLVD	ROBINSON TWP	PA	15205	LABORATORY, DIAGNOSTIC AND IMAGING, CONVENIENT CARE
11 - SEWICKLEY- HERITAGE VALLEY REHABILITATIO
400 PENN LINCOLN DRIVE	IMPERIAL	PA	15126	REHABILITATION SERVICES, BEHAVIORAL HEALTH SERVICES
12 - SEWICKLEY - HERITAGE VALLEY HEALTH SYSTE
111 HAZEL LANE	SEWICKLEY	PA	15143	BEHAVIORAL HEALTH SERVICES
13 - HERITAGE VALLEY SURGERY CENTER
1600 CORAOPOLIS HEIGHTS ROAD SUITE	MOON TOWNSHIP	PA	15108	SURGERY CENTER, CANCER CENTER	A
14 - HERITAGE VALLEY CHIPPEWA
2580 CONSTITUTION BLVD	CHIPPEWA	PA	15010	LABORATORY, DIAGNOSTIC AND IMAGING, REHAB,WOMEN'S HEALTH AND CONVENIENT CARE
15 - HERITAGE VALLEY EDGEWORTH
100 HAZEL LANE	SEWICKLEY	PA	15108	LABORATORY SERVICES, DIAGNOSTIC & IMAGING, REHAB, CONVENIENT CARE
16 - HERITAGE VALLEY LABORATORY DRAW SITE - H
2032 BRODHEAD ROAD	ALIQUIPPA	PA	15001	LABORATORY SERVICES
17 - HERITAGE VALLEY LEETSDALE
12 QUAKER VILLAGE SHOPPING CENTER	LEETSDALE	PA	15056	HEART & VASCULAR
18 - HERITAGE VALLEY LABORATORY DRAW SITE - S
605 SHARON ROAD	BEAVER	PA	15009	HEART & VASCULAR, LABORATORY SERVICES
19 - HERITAGE VALLEY CONVENIENT CARE
16280 DRESDEN AVENUE	EAST LIVERPOOL	OH	43920	CONVENIENT CARE
20 - HERITAGE VALLEY CONVENIENT CARE
3942 BRODHEAD ROAD	ALIQUIPPA	PA	15001	CONVENIENT CARE
21 - STAUNTON CLINIC BELLEVUE
612 LINCOLN AVE	BELLEVUE	PA	15202	BEHAVIORAL HEALTH SERVICES
22 - STAUNTON CLINIC WEXFORD
119 VIP DRIVE	WEXFORD	PA	15090	BEHAVIORAL HEALTH SERVICES
23 - HERITAGE VALLEY LAB- AMBRIDGE
1155 MERCHANT ST	AMBRIDGE	PA	15003	LABORATORY SERVICES
24 - HERITAGE VALLEY WEST ALLEGHENY
300 PENN LINCOLN DR	IMPERIAL	PA	15126	DIAGNOSTIC AND IMAGING, LABORATORY, CONVENIENT CARE
25 - HERITAGE VALLEY CONVENIENT CARE
1 PEARTREE WAY	BEAVER	PA	15009	CONVENIENT CARE
26 - EDGEWORTH SURGERY CENTER
301 OHIO RIVER BLVD	SEWICKLEY	PA	15143	SURGERY CENTER
27 - CENTER TOWNSHIP MEDICAL NEIGHBORHOOD
79 WAGNER ROAD	MONACA	PA	15061	LABORATORY SERVICES, DIAGNOSTIC & IMAGING, REHAB, CONVENIENT CARE

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 3C:	THE FOLLOWING EXPLANATIONS ARE RELEVANT TO BOTH HOSPITALS OF THE ORGANIZATION: HERITAGE VALLEY, BEAVER AND HERITAGE VALLEY, SEWICKLEY. THE ORGANIZATION PROVIDES CHARITY CARE TO QUALIFYING INDIVIDUALS AND FAMILIES BASED ON A SLIDING SCALE USING FEDERAL HEALTH & HUMAN SERVICES POVERTY GUIDELINES. ACCOUNTING FOR FAMILY SIZE AT 300% OF THE POVERTY LEVEL FOR FREE CARE, A 75% DISCOUNT FOR FAMILIES AT 350%, A 50% DISCOUNT FOR FAMILIES AT 400% AND A 25% DISCOUNT FOR FAMILIES AT 450%.
PART I, LINE 7:	THE COSTING METHODOLOGY USED TO CALCULATE THE AMOUNTS REPORTED WAS BASED ON THE ORGANIZATION'S COST ACCOUNTING SYSTEM.
PART I, LINE 7G:	SUBSIDIZED HEALTH SERVICES INCLUDE BEHAVIORAL HEALTH, FAMILY PRACTICE CLINIC AND RETAIL MEDICINE SERVICES IN THE COMMUNITIES WE SERVE TO MEET THE INSTITUTE FOR HEALTHCARE IMPROVEMENT'S TRIPLE AIM GOAL OF PATIENT ACCESS, LOWER COST AND POPULATION HEALTH MANAGEMENT, SUPPORTED BY SEVERAL PROVISIONS IN THE AFFORDABLE CARE ACT.
PART I, LN 7 COL(F):	DIFFERENCES BETWEEN AMOUNTS REIMBURSED AND NORMAL BILLING RATES ARE CHARGED TO PROVISIONS FOR CONTRACTUAL ALLOWANCES AS A REDUCTION TO NET PATIENT SERVICE REVENUE. ACCOUNTS RECEIVABLE ARE FURTHER REDUCED BY AN ALLOWANCE FOR DOUBTFUL ACCOUNTS. IN EVALUATING THE COLLECTABILITY OF ACCOUNTS RECEIVABLE, THE ORGANIZATION ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF PATIENT SERVICE REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF PATIENT SERVICE REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE ORGANZATION ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND A PROVISION FOR BAD DEBTS, IF NECESSARY. FOR RECEIVABLES ASSOCIATED WITH SELF-PAY PATIENTS, WHICH INCLUDES BOTH PATIENTS WITHOUT INSURANCE AND PATIENTS WITH DEDUCTIBLE AND COPAYMENT BALANCES DUE FOR WHICH THIRD-PARTY COVERAGE EXIST FOR PART OF THE BILL, THE ORGANIZATION RECORDS A PROVISION FOR BAD DEBTS IN THE PERIOD OF SERVICE ON THE BASIS OF ITS PAST EXPERIENCE, WHICH INDICATES THAT MANY PATIENTS ARE UNABLE OR UNWILLING TO PAY THE PORTION OF THEIR BILL FOR WHICH THEY ARE FINANCIALLY RESPONSIBLE. THE DIFFERENCE BETWEEN THE STANDARD RATES OR THE DISCOUNTED RATES ACCORDING TO THE ORGANIZATION'S CHARITY CARE POLICY AND THE AMOUNTS ACTUALLY COLLECTED AFTER ALL REASONABLE COLLECTION EFFORTS HAVE BEEN EXHAUSTED IS CHARGED OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. HERITAGE VALLEY IS IN FULL COMPLIANCE WITH THE 501(R) REGULATIONS.
PART II, COMMUNITY BUILDING ACTIVITIES:	COMMUNITY HEALTH EDUCATION & OUTREACH MATERNAL & CHILD HEALTH STAFF AT HERITAGE VALLEY, SEWICKLEY-CONDUCTED OVER 69 SESSIONS OF DIFFERENT PRENATAL EDUCATION TOPICS, INCLUDING CLASSES FOR NEW DADS AND GRANDPARENTS. GAVE HOSPITAL TOURS TO SIBLINGS. ALSO PROVIDED SUPPORT GROUPS FOR PREGNANCY LOSS AND NEW MOTHERS. MATERNAL CHILD HEALTH STAFF AT HERITAGE VALLEY, BEAVER-CONDUCTED 6 SESSIONS OF PRENATAL EDUCATION TOPICS. STAFF OF THE COMMUNITY HEALTH SERVICES DEPARTMENT PARTICIPATED IN 89 HEALTH EVENTS THAT INCLUDES FREE SCREENINGS, HEALTH EDUCATION TABLES AND PRESENTATIONS TO THE GENERAL COMMUNITY. THESE FREE SCREENINGS ARE USED TO INFLUENCE INDIVIDUALS TO TAKE A GREATER ROLE IN THEIR HEALTH. THERE WERE 4 DIABETES SUPPORT GROUPS HELD THROUGHOUT THE YEAR. CAR SEATS ARE RENTED AT DISCOUNTED RATES TO PARENTS IN NEED FOR SAFE TRANSPORT OF NEWBORNS. FAMILY MEDICINE RESIDENTS PROVIDED FREE SPORTS/SCHOOL PHYSICALS, AND PROVIDE HEALTH EDUCATIONAL TALKS ON SMOKING CESSATION AND SEX EDUCATION. THE HOSPITAL DIVISION LABORATORY PROVIDED 267 LEGAL ALCOHOL TEST FOR AREA POLICE DEPARTMENTS AT A TESTING COST OF $2,537. THE LABORATORY ALSO WORKED WITH HIGH SCHOOL STUDENTS ON SCIENCE FAIR PROJECTS AND COMMUNITY HEALTH FAIRS. WOMEN'S HEALTH CENTER STAFF PERFORMED APPROXIMATELY 177 HEALTH SCREENINGS AT 7 COMMUNITY EVENTS FOR PATIENTS AND VISITORS AT THE WOMEN'S HEALTH CENTER. MANAGEMENT AND STAFF FROM SEVERAL DEPARTMENTS PARTICIPATED IN LOCAL SCHOOL CAREER DAYS. COMMUNITY GROUPS USE THE CONFERENCE CENTER/EDUCATION CENTER AT THE HOSPITALS FOR MEETINGS; THE PRO-RATED FACILITY COST OF THESE MEETINGS WAS $2,366. COMMUNITY-BASED CLINICAL SERVICES THE FAMILY MEDICINE CLINIC (BEAVER FALLS) CONDUCTS FREE PHYSICALS FOR THE FOSTER GRANDPARENT PROGRAM. DONATIONS TO NOT-FOR-PROFIT ORGANIZATIONS PAYMENTS TO LOCAL MUNICIPALITIES (IN LIEU OF TAXES ) - $80,955. DONATION OF A PARCEL OF LAND ON THE BEAVER CAMPUS FOR THE BRIGHTON TOWNSHIP VOLUNTEER FIRE DEPARTMENT AT A COST OF $6,272. THE ORGANIZATION SPONSORED EVENTS HELD BY THE COMMUNITY NOT-FOR-PROFIT ORGANIZATIONS AND DONATED $133,810 TO THESE ORGANIZATIONS (NET OF VALUE RECEIVED). DONATION TO CAMEOS OF CARING - $8,000 SUBSIDIZED HEALTH SERVICES RETAIL MEDICINE CONVENIENT CARE CLINICS - $2,061,970. THE ORGANIZATION IS COMMITTED TO OFFERING A ROBUST RANGE OF SERVICES TO MEET COMMUNITY NEEDS; THEREFORE SOME SERVICES SUCH AS EMERGENCY DEPARTMENT SERVICES & MATERNAL/CHILD HEALTH SERVICES ARE OPERATED WITH SIGNIFICANT SUBSIDIES. MEDICAL STAFF PRIVILEGES *IN GENERAL, BOTH THE BEAVER AND SEWICKLEY CAMPUSES HAVE AN OPEN MEDICAL STAFF AND PRIVILEGES ARE GRANTED TO QUALIFIED PHYSICIANS WHO MEET ESTABLISHED CRITERIA. THERE ARE, HOWEVER, CERTAIN DEPARTMENTS AND/OR SERVICES THAT ARE CLOSED DUE TO CONTRACTUAL ARRANGEMENTS WITH THIRD PARTY PROVIDERS. FIVE DEPARTMENTS ARE CLOSED. THE EMERGENCY ROOM DEPARTMENT AND HOSPITALIST DEPARTMENT ARE CLOSED TO PHYSICIANS WHO ARE EMPLOYED BY THE ORGANIZATION, AND TO PHYSICIANS OTHERWISE CONTRACTED BY THE ORGANIZATION. FOR THE DEPARTMENTS OF RADIOLOGY, PATHOLOGY AND ANESTHESIOLOGY, THE ORGANIZATION HAS EXCLUSIVE CONTRACTS WITH THE CONTRACTING PHYSICIAN GROUPS, AND THUS PRIVILEGES IN THESE DEPARTMENTS ARE LIMITED TO THOSE PHYSICIANS WHO HAVE A CONTRACTUAL RELATIONSHIP WITH THE GROUP. IN ADDITION, THE ORGANIZATION HAS EXCLUSIVE CONTRACTS WITH THIRD PARTY PROVIDERS FOR THE PROVISION OF TELEMEDICINE STROKE SERVICES AT EACH OF THE CAMPUSES. QUALITY IMPROVEMENTS IN PATIENT CARE: HERITAGE VALLEY IS A JOINT COMMISSION ACCREDITED HOSPITAL COMPLIANT WITH THE NATIONAL PATIENT SAFETY GOALS AND CMS'S INPATIENT QUALITY REPORTING PROGRAM. THE SYSTEM HAS RECEIVED PRIMARY STROKE CERTIFICATION WHICH RECOGNIZES COMPLIANCE TO THE AMERICAN HEART ASSOCIATION'S STROKE STANDARDS. PERFORMANCE IMPROVEMENT INITIATIVES ARE ONGOING IN THE AREAS OF INFECTION CONTROL, PATIENT SAFETY AND THE CUSTOMER EXPERIENCE. ADDITIONALLY, HERITAGE VALLEY HAS DEVELOPED A ROBUST POPULATION HEALTH STRATEGY THAT INCLUDES A TEAM OF REGISTERED NURSES THAT ACT AS PRACTICE-BASED CARE MANAGERS WORKING TO CLOSE GAPS IN PATIENT CARE OUTSIDE THE HOSPITAL. THE POPULATION HEALTH TEAM HAS REALIZED YEAR-OVER-YEAR IMPROVEMENT IN CMS'S STAR RATINGS AND HEDIS SCORES. THE POPULATION HEALTH TEAM FOCUSES ON ENSURING PATIENTS ARE SEEING THEIR PHYSICIAN AND GETTING THE APPROPRIATE ANNUAL SCREENINGS IN AN EFFORT TO AVOID THE NEED FOR ACUTE HEALTH CARE SERVICES. THE PERFORMANCE IMPROVEMENT INITIATIVE EMPLOYED BY THE HOSPITAL ENSURES QUALITY HEALTH CARE WHEN THE PATIENT NEEDS INPATIENT CARE. THE COMBINATION OF HOSPITAL AND POPULATION HEALTH QUALITY PROMOTE HEALTH IN THE COMMUNITIES WE SERVE.
PART III, LINE 2:	BAD DEBT EXPENSE AT COST WAS DETERMINED BASED ON THE COST TO CHARGE RATIO UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES APPLIED TO THE BAD DEBT EXPENSE FOR THE FISCAL YEAR.
PART III, LINE 8:	THE ORGANIZATION BELIEVES THE ENTIRE SHORTFALL OF REIMBURSEMENT VERSUS COST SHOULD BE CONSIDERED COMMUNITY BENEFIT SINCE IT RESULTS IN A LOSS THEREFORE LESSENING GOVERNMENT BURDEN. COSTS ASSOCIATED WITH THE SHORTFALL WERE DETERMINED FROM THE ORGANIZATION'S COST ACCOUNTING SYSTEM.
PART III, LINE 9B:	WITHIN THE ORGANIZATION'S BAD DEBT/COLLECTION POLICY, THERE IS REFERENCE TO THE FACT THAT PATIENTS ARE PROVIDED SEVERAL OPTIONS, ONE OF WHICH BEING THE APPLICATION FOR CHARITY CARE IN SATISFYING THE OUTSTANDING BALANCE OF THEIR ACCOUNT. IF THE PATIENT PURSUES CHARITY CARE, THERE IS A SEPARATE POLICY DETAILING THE STEPS REQUIRED TO QUALIFY FOR CHARITY CARE.
PART VI, LINE 2:	THE ORGANIZATION IS COMMITTED TO THE PEOPLE IT SERVES AND THE COMMUNITIES THEY LIVE IN. HEALTHY COMMUNITIES LEAD TO LOWER HEALTH CARE COSTS, ROBUST COMMUNITY PARTNERSHIPS, AND AN OVERALL ENHANCED QUALITY OF LIFE. THE CHNA FINAL SUMMARY REPORT SERVES AS A COMPILATION OF THE OVERALL FINDINGS OF EACH RESEARCH COMPONENT.
PART VI, LINE 3:	THE ORGANIZATION IS COMMITTED TO ASSISTING ALL SELF PAY PATIENTS IN APPLYING FOR STATE MEDICAID. CURRENTLY THE ORGANIZATION ENGAGES A THIRD PARTY SERVICE TO INTERVIEW AND COMPLETE THE MEDICAID APPLICATION ON ALL PATIENTS ADMITTED WITH NO HEALTH INSURANCE. DURING THE APPLICATION PROCESS, PATIENTS ARE MADE AWARE OF THE CHARITY CARE PROGRAM IN THE EVENT THEY ARE DENIED STATE MEDICAID. THE FINANCIAL INFORMATION OBTAINED DURING THIS PROCESS IS USED IN DETERMINING IF THE PATIENTS QUALIFY FOR THE CHARITY CARE PROGRAM. IF THE PATIENT IS DENIED FOR MEDICAID, THEY RECEIVE MONTHLY STATEMENTS REFLECTING THE OUTSTANDING BALANCE OWED. THE ORGANIZATION MAKES THE PATIENTS AWARE OF THE CHARITY CARE PROGRAM ON THE BACK SIDE OF ALL SELF PAY PATIENTS STATEMENTS. THE STATEMENT DIRECTS ALL INQUIRIES REGARDING CHARITY CARE TO THE PATIENT ACCOUNTING DEPARTMENT. THE PATIENTS ARE PROVIDED WITH THE GUIDELINES OF THE PROGRAM AT THE POINT THEY CONTACT PATIENT ACCOUNTING. THE PHONE CALL USUALLY RESULTS IN THE APPLICATION ALONG WITH THE CURRENT GUIDELINES BEING MAILED TO THE PATIENT FOR COMPLETION. IN ADDITION, TO THE SELF PAY STATEMENTS NOTIFYING PATIENTS OF THE CHARITY CARE PROGRAM, THE PROGRAM IS ALSO INCLUDED ON THE ORGANIZATION WEBSITE AND GIVES THE PATIENT THE OPTION OF PRINTING THE CHARITY CARE APPLICATION DIRECTLY FROM THE WEBSITE. ALSO, REFERENCE TO THE CHARITY CARE PROGRAM IS INCLUDED IN THE "PATIENT GUIDE" WHICH IS PROVIDED TO ALL PATIENTS ADMITTED.
PART VI, LINE 4:	THE ORGANIZATION DEFINED THEIR CURRENT SERVICE AREA BASED ON AN ANALYSIS OF THE GEOGRAPHIC AREA WHERE INDIVIDUALS UTILIZING THE ORGANIZATION HEALTH SERVICES RESIDE. THE ORGANIZATION'S PRIMARY SERVICE AREA IS CONSIDERED TO BE THE BEAVER COUNTY AND THE FOLLOWING MUNICIPALITIES LOCATED WITHIN ALLEGHENY COUNTY: ALEPPO TOWNSHIP, BELL ACRES BOROUGH, CORAOPOLIS BOROUGH, CRESCENT TOWNSHIP, EDGEWORTH BOROUGH, FINDLAY TOWNSHIP, GLEN OSBORNE BOROUGH, GLENFIELD BOROUGH, HAYSVILLE BOROUGH, LEET TOWNSHIP, LEETSDALE BOROUGH, MOON TOWNSHIP, NEVILLE TOWNSHIP, NORTH FAYETTE TOWNSHIP, OAKDALE BOROUGH, SEWICKLEY BOROUGH, SEWICKLEY HEIGHTS BOROUGH, SEWICKLEY HILLS BOROUGH SELECTED DEMOGRAPHIC & BEHAVIORAL RISK FACTOR FINDINGS. THE PRIMARY SERVICE AREA (BEAVER COUNTY AND ABOVE LISTED AREAS IN ALLEGHENY COUNTY) INCREASED IN POPULATION BY APPROXIMATELY 1% BETWEEN 2010 AND 2018. IN 2018 BEAVER COUNTY'S MEDIAN AGE WAS 45 AND THE PERCENTAGE OF THOSE IN THE COUNTY 65 AND OLDER WAS 20.7%, BOTH HIGHER THAN THE STATE AND THE NATION. ALSO COMPARED TO THE STATE AND THE NATION, THE PRIMARY SERVICE AREA WAS LESS LIKELY TO LIVE IN POVERTY, HAD A LOWER UNEMPLOYMENT RATE, AND MORE LIKELY TO HAVE ATTAINED HIGHER EDUCATION. THE RATE OF MOTHERS WHO SMOKED DURING PREGNANCY HAS DECLINED IN RECENT YEARS FOR BEAVER COUNTY BUT IT IS STILL HIGHER THAN THE STATE OR THE NATION. THE LEADING CAUSES OF DEATH IN BOTH BEAVER AND ALLEGHENY COUNTIES IN 2012 THROUGH 2016 WERE HEART DISEASE AND CANCER. IN 2014 THROUGH 2016, BEAVER AND BUTLER COUNTIES HAD AN ADULT OBESITY RATE OF 29%. IN 2014 BEAVER COUNTY HAD A RATE OF 26.4% OF ADULTS WHO WERE PHYSICALLY INACTIVE. IN 2014 THROUGH 2016 BEAVER AND BUTLER COUNTIES HAD A RATE OF ADULTS DIAGNOSED WITH DIABETES OF 12.0%, WHICH WAS HIGHER THAN THE STATE AND THE NATION. MEDICALLY UNDERSERVED AREAS IN THE ORGANIZATION'S PRIMARY SERVICE AREA INCLUDE: BEAVER FALLS (PART), BRIDGEWATER, ALIQUIPPA (PART), AND CORAOPOLIS (PART).HERITAGE VALLEY BEAVER AND HERITAGE VALLEY SEWICKLEY CONDUCTED THE NEEDS ASSESSMENT JOINTLY. WHERE POSSIBLE, INFORMATION ABOUT EACH HOSPITAL'S SERVICE AREA WAS DESCRIBED SEPARATELY. THE IMPLEMENTATION PLANS FOR EACH HOSPITAL WERE SEPARATE, BUT COORDINATED.
PART VI, LINE 5:	INVESTMENT IN FACILITIES AND EQUIPMENT THE ORGANIZATION HAS A SIGNIFICANT CAPITAL BUDGET OF APPROXIMATELY $37 MILLION ANNUALLY, PRIMARILY FUNDED BY OPERATING MARGINS. BOTH FOUNDATIONS SUPPORT FACILITY ENHANCEMENTS AND EQUIPMENT PURCHASES. THE HERITAGE VALLEY SEWICKLEY FOUNDATION SUPPORTS INITIATIVES SUCH AS THE PURCHASE OF NEUROLOGY, CARDIOLOGY AND EMERGENCY DEPARTMENT EQUIPMENT. THE HERITAGE VALLEY BEAVER FOUNDATION SUPPORTS INITIATIVES SUCH AS THE FAMILY WAITING ROOM AND MATERNITY WAITING ROOM RENOVATION PROJECTS, AND THE PURCHASE OF CARDIOLOGY AND SURGERY EQUIPMENT. MEDICAL EDUCATION THE ORGANIZATION SERVES AS A SITE FOR NUMEROUS HEALTH AND ADMINISTRATIVE/PROFESSIONAL INTERNSHIPS AND ADMINISTRATING NURSING STUDENTS FROM CERTAIN TECHNICAL AND COMMUNITY COLLEGES & UNIVERSITIES, WHO USE THE ORGANIZATION AS A SITE FOR CLINICAL TRAINING WITH NO TUITION OR MONETARY REIMBURSEMENT. COORDINATION OF THESE UNPAID INTERNSHIPS REQUIRES MULTIPLE HOURS OF STAFF TIME, VALUED AT $65,555. THE ORGANIZATION HAS A FAMILY PRACTICE RESIDENCY PROGRAM IN BEAVER FALLS, WITH AN ASSOCIATED CLINIC. BOTH AFFILIATED FOUNDATIONS OFFER NURSING SCHOOL SCHOLARSHIPS AND MEDICAL STUDENT SCHOLARSHIPS. COMMUNITY HEALTH SERVICES COMMUNITY HEALTH SERVICES IS A ROBUST SET OF PROGRAMS AND SERVICES THAT FOCUS ON FAMILIES AND INDIVIDUALS SUFFERING FROM CHRONIC ILLNESSES. THE BENEFITS OF THESE PROGRAM ARE DEMONSTRATED THROUGH CLINICAL OUTCOMES THAT RELATE TO HEALTHY LIVING AND IMPROVED FUNCTIONING. PEDIATRIC ASTHMA, DIABETES, PREGNANCY HEALTH SERVICES (DESIGNED FOR HIGH-RISK PREGNANCIES), COMMUNITY ADVANCED ILLNESS (PALLIATIVE CARE FOR THE END OF LIFE SERVICES), CHILDHOOD OBESITY, LIFESMART (PRE-DIABETES/OBESITY), COMMUNITY OUTREACH SERVICES, *NUTRITIONAL COUNSELING. THESE SERVICES ARE SUPPORTED THROUGH GRANTS FROM THE FOUNDATIONS.THE FOUNDATION ALSO SUPPORTS THE BEAVER CAMPUS BY REIMBURSING HERITAGE VALLEY BEAVER FOR BUILDING SYSTEMS AND CAPITAL PROJECTS FROM THE FORMER BEAVER FOUNDATION UNRESTRICTED FUNDS, TO ADDRESS THE AGING INFRASTRUCTURE OF THE BEAVER CAMPUS.
PART VI, LINE 6:	THE ORGANIZATION IS A WHOLLY OWNED SUBSIDIARY OF HERITAGE VALLEY HEALTH SYSTEM, INC. AND PROVIDES INPATIENT AND OUTPATIENT HEALTH CARE AND RELATED SERVICES TO THE RESIDENTS OF BEAVER COUNTY, PA, AND NORTHWESTERN ALLEGHENY COUNTY, PA, AND THE SURROUNDING AREAS THROUGH ITS TWO ACUTE CARE HOSPITALS: HERITAGE VALLEY, BEAVER AND HERITAGE VALLEY, SEWICKLEY. THE ORGANIZATION IS PART OF AN INDEPENDENT, COMMUNITY-BASED HEALTH SYSTEM, UNAFFILIATED WITH ANY OTHER HEALTH CARE SYSTEM. THE ROLES OF THE ORGANIZATION AND ITS AFFILIATED FOUNDATIONS ARE DOCUMENTED ELSEWHERE IN THIS FORM. EMPLOYEES OF THE HEALTH SYSTEM'S PHYSICIAN CORPORATIONS ALSO WORK HARD TO PROMOTE THE HEALTH OF THE PATIENTS IN OUR COMMUNITIES. WE OFFER WALK-IN CARE 7 DAYS A WEEK AT OUR CONVENIENTCARE CLINICS ALLOWING PATIENTS TO SEEK CARE WHEN AND WHERE IT IS CONVENIENT FOR THEM. THESE SAME CLINICS OFFER DISCOUNTED SERVICES SUCH AS FLU CLINIC FRIDAYS DURING THE SEASON WHERE IT'S MOST CRITICAL FOR PATIENTS TO RECEIVE THESE VACCINES. OUR PRIMARY CARE OFFICES NOW HAVE INTEGRATED PATIENT DASHBOARDS THAT DISPLAY THE PREVENTIVE AND RECOMMENDED WELL SERVICES THAT PATIENTS ARE ENCOURAGED TO RECEIVE. WHETHER SCHEDULING FREE ANNUAL WELLNESS EXAMS OR RECOMMENDING PREVENTIVE SCREENINGS (IE. MAMMOGRAMS, COLORECTAL SCREENINGS, ETC.) AND IMMUNIZATIONS, OUR PHYSICIANS AND PHYSICIAN PRACTICE STAFF WORK WITH THE PATIENTS TO CLOSE THESE "GAPS" IN CARE AND IMPROVE THE PATIENT'S CHANCE OF STAYING WELL.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	0	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
EDUCATIONAL ASSISTANCE (BSN)	10	$28,097	FMV	N/A
EDUCATIONAL ASSISTANCE	74	$211,486	FMV	N/A

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART III LINE 1

HERITAGE VALLEY OFFERS SUPPLEMENTAL FINANCIAL ASSISTANCE FOR FULL-TIME AND PART-TIME 1 REGISTERED NURSES TO OBTAIN THEIR BSN. REGISTERED NURSE CANDIDATES CAN RECEIVE UP TO A MAXIMUM OF $10,000 TO OBTAIN THEIR BSN. THE RECIPIENT MUST BE IN GOOD EMPLOYMENT STANDING, REGISTERED NURSES WHO HAVE BEEN ACCEPTED INTO AN ACCREDITED EDUCATIONAL INSTITUTION OFFERING AN RN TO BSN PROGRAM, AND EMPLOYED BY HERITAGE VALLEY FOR AT LEAST ONE (1) YEAR. HERITAGE VALLEY HEALTH SYSTEM ENCOURAGES NURSES TO ACHIEVE CERTIFICATION IN THEIR SPECIALTY. FOR ANY REGISTERED NURSE WHO WISHES TO VOLUNTARILY OBTAIN AND/OR MAINTAIN A CERTIFICATION, THE HOSPITAL SHALL REIMBURSE ACTIVE FULL TIME AND PART TIME 1 EMPLOYEES MEETING THE FOLLOWING CRITERIA: THE SPECIALTY CERTIFICATION OF INTEREST IS DIRECTLY APPLICABLE TO THE NURSE'S CURRENT POSITION, APPROVAL IS OBTAINED AT LEAST 30 DAYS IN ADVANCE, AND THE EMPLOYEE MUST HAVE WORKED IN THE UNIT FOR AT LEAST (1) YEAR.

PART III LINE 2

EDUCATIONAL ASSISTANCE IS GRANTED TO ACTIVE, ELIGIBLE FULL-TIME AND PART-TIME EMPLOYEES. CURRENT AND FUTURE EDUCATIONAL, TRAINING AND STAFFING NEEDS OF THE ORGANIZATION ARE TAKEN INTO CONSIDERATION WHEN GRANTING EDUCATIONAL ASSISTANCE. THE GRADE REPORT FOR EMPLOYEES RECEIVING EDUCATIONAL ASSISTANCE MUST SHOW A GRADE OF "C OR BETTER FOR UNDERGRADUATE AND A "B OR BETTER FOR GRADUATE LEVEL COURSES.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
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 (12 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
NORMAN F MITRY
PRESIDENT & CEO	$679,743	$0	$67,020	$0	$51,550	$0	$23,466	$0	$14,978	$0	$836,757	$0	$0	$0
MICHAEL MALKOWSKI MD
DIRECTOR	$0	$485,000	$0	$0	$0	$200	$0	$11,000	$0	$18,314	$0	$514,514	$0	$0
JEFFREY HEIN MD
DIRECTOR	$0	$212,500	$0	$183,820	$0	$500	$0	$11,000	$0	$18,080	$0	$425,900	$0	$0
BRYAN J RANDALL
VICE-PRESIDENT, FINANCE & CFO	$379,846	$0	$32,962	$0	$25,473	$0	$17,966	$0	$17,181	$0	$473,428	$0	$0	$0
SHARON LOFTUS ESQ
ASST. SECRETARY	$275,001	$0	$18,884	$0	$16,550	$0	$15,216	$0	$939	$0	$326,590	$0	$0	$0
JOHN LUELLEN MD
CHIEF OPERATING OFFICER	$328,829	$0	$8,692	$0	$80,910	$0	$8,250	$0	$12,545	$0	$439,226	$0	$0	$0
LINDA HOMYK
VP PATIENT CARE SERVICES	$262,596	$0	$16,137	$0	$18,860	$0	$26,216	$0	$14,947	$0	$338,756	$0	$0	$0
RONALD LECKEY MD
MEDICAL DIRECTOR EMERGENCY	$388,359	$0	$0	$0	$46,280	$0	$23,466	$0	$17,164	$0	$475,269	$0	$0	$0
SHAYLA CAMMARATA MD
PHYSICIAN	$306,430	$0	$0	$0	$33,998	$0	$15,216	$0	$17,105	$0	$372,749	$0	$0	$0
MATTHEW WHEELER MD
ASSISTANT MEDICAL DIRECTOR	$355,729	$0	$0	$0	$50,178	$0	$15,216	$0	$17,135	$0	$438,258	$0	$0	$0
JOSEPH MONTIBELLER MD
PHYSICIAN	$277,683	$0	$15,000	$0	$36,890	$0	$15,216	$0	$16,928	$0	$361,717	$0	$0	$0
JOHN COLEMAN MD
PHYSICIAN	$296,460	$0	$0	$0	$29,691	$0	$15,216	$0	$14,860	$0	$356,227	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	CEO SOCIAL MEMBERSHIP DUES AT CLUB ARE PAID BY THE ORGANIZATION.
PART I, LINE 3	HERITAGE VALLEY HEALTH SYSTEM'S BOARD OF DIRECTORS HAS APPOINTED AN EXECUTIVE COMPENSATION COMMITTEE TO REVIEW THE SALARIES FOR THE ORGANIZATION'S CEO AND OTHER SENIOR MANAGEMENT OFFICIALS. AS PART OF THE REVIEW, THE EXECUTIVE COMPENSATION COMMITTEE ENGAGED AN OUTSIDE CONSULTING FIRM TO REVIEW THE BASE SALARIES OF THE SENIOR MANAGEMENT TEAM INCLUDING THE CEO IN COMPARISON TO THE MARKET TO ENSURE REASONABLENESS OF COMPENSATION. MARKET ADJUSTMENTS WERE MADE ACCORDINGLY IN INSTANCES WHERE DATA SUPPORTED SUCH CHANGES FOR THIS PERIOD. BONUSES WERE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN WHICH WAS DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS SEVERAL YEARS AGO.
PART I, LINE 4B	THE FOLLOWING EMPLOYEES PARTICIPATED IN THE 457(F) RETIREMENT PLAN - JOHN LUELLEN - $2,410 AND BRYAN RANDALL - $3,100

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	THE HOSPITAL AUTHORITY OF THE COUNTY OF BEAVER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	251247712	BondIssuerEIN
CUSIP	074863FX4	CUSIPNum
Bond Issued	2012-01-19	BondIssuedDt
Issue Price	$72,496,375	IssuePriceAmt
Purpose	REFUND ISSUE DATED 08/4/1998	PurposeDesc
Defeased	0	DefeasedInd
On Behalf Of Issuer	0	OnBehalfOfIssuerInd
Pool Financing	0	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$21,465,000	RetiredAmt
Total Proceeds	$72,496,375	TotalProceedsAmt
Issuance Costs From Proceeds	$840,042	IssuanceCostsFromProceedsAmt
Other Spent Proceeds	$71,656,333	OtherSpentProceedsAmt
Refunding Tax Exempt Bonds	Yes (1)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	0	RefundingTaxableBondsInd
Final Allocation Made	Yes (1)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (1)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	0	Form8038TFiledInd
Rebate Not Due Yet	0	RebateNotDueYetInd
Exception To Rebate	0	ExceptionToRebateInd
No Rebate Due	Yes (1)	NoRebateDueInd
Variable Rate Issue	0	VariableRateIssueInd
Hedge Identified In Bks And Rec	0	HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC	0	GrossProceedsInvestedInGICInd
Gross Proceeds Invested	0	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (1)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (1)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DATE REBATE COMPUTATION PERFORMED	ISSUER NAME: THE HOSPITAL AUTHORITY OF THE COUNTY OF BEAVER DATE THE REBATE COMPUTATION WAS PERFORMED: 05/15/2016
PART II , COLUMN A, LINE 11	THE OTHER SPENT PROCEEDS RELATE TO THE REFUNDING PROCEEDS OF THE ISSUE.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	LINDA MARSHALLRN	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	SISTER IN LAW OF BOARD MEMBER	RelationshipDescriptionTxt
Transaction	$74,689	TransactionAmt
Transaction	REGISTERED NURSE FOR HOSPITAL	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6	THE SOLE MEMBER, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: 1. ELECT ALL MEMBERS TO THE CORPORATION'S BOARD OF DIRECTORS, WITH RIGHT TO REVOKE THE ELECTED DIRECTORS, WITH OR WITHOUT CAUSE; 2. AMEND OR APPROVE AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS: 3. APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE CORPORATION; AND 4. APPROVE THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE.
FORM 990, PART VI, SECTION A, LINE 7A	THE SOLE MEMBER, HERITAGE VALLEY HEALTH SYSTEM, APPOINTS THE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION A, LINE 7B	THE SOLE MEMBER, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: 1. ELECT ALL MEMBERS TO THE CORPORATION'S BOARD OF DIRECTORS, WITH RIGHT TO REVOKE THE ELECTED DIRECTORS, WITH OR WITHOUT CAUSE; 2. AMEND OR APPROVE AMENDMENTS TO THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS: 3. APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF THE CORPORATION; AND 4. APPROVE THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE.
FORM 990, PART VI, SECTION B, LINE 11B	A DRAFT OF THE COMPLETED FORM 990 AND ALL ASSOCIATED FORMS IS MADE AVAILABLE ELECTRONICALLY TO ALL BOARD OF DIRECTORS MEMBERS AND SENIOR MANAGEMENT FOR REVIEW AND COMMENT PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE (IRS). THE BOARD OF DIRECTORS HAS DELEGATED THE RESPONSIBILITY FOR REVIEW AND APPROVAL OF THE FORM 990 TO THE FINANCE COMMITTEE OF THE BOARD, WHICH MEETS, REVIEWS, AND APPROVES THE FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	ALL EMPLOYEES, INCLUDING MANAGEMENT ARE REQUIRED TO SIGN AN ACKNOWLEDGMENT AFTER REVIEWING OUR CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS DOCUMENTING AN UNDERSTANDING OF ITS CONTENTS. EMPLOYEES SIGN THIS STATEMENT DURING ANNUAL MANDATORY EDUCATION TRAINING. ANY POTENTIAL CONFLICTS ARE REFERRED TO THE APPROPRIATE VICE PRESIDENT AND HUMAN RESOURCES TO CONFIRM AND RESOLVE THE CONFLICT. OTHER POTENTIALLY INTERESTED PARTIES, SUCH AS BOARD MEMBERS, AND OFFICERS SIGN A STATEMENT ANNUALLY WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. THE CHAIRPERSON OF THE BOARD MEMBERS ARE FAMILIAR WITH POTENTIAL CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15	HERITAGE VALLEY HEALTH SYSTEM'S BOARD OF DIRECTORS HAS APPOINTED AN EXECUTIVE COMPENSATION COMMITTEE TO REVIEW THE SALARIES FOR THE ORGANIZATION'S CEO AND OTHER SENIOR MANAGEMENT OFFICIALS. AS PART OF THE REVIEW, THE EXECUTIVE COMPENSATION COMMITTEE ENGAGED AN OUTSIDE CONSULTING FIRM TO REVIEW THE BASE SALARIES OF THE SENIOR MANAGEMENT TEAM INCLUDING THE CEO IN COMPARISON TO THE MARKET TO ENSURE REASONABLENESS OF COMPENSATION. MARKET ADJUSTMENTS WERE MADE ACCORDINGLY IN INSTANCES WHERE DATA SUPPORTED SUCH CHANGES FOR THIS PERIOD. BONUSES WERE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN WHICH WAS DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS SEVERAL YEARS AGO.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION PUBLISHES CONDENSED FINANCIAL STATEMENTS FOR PUBLIC USE ON ITS WEBSITE WWW.HERITAGEVALLEY.ORG. GOVERNING DOCUMENTS AND POLICIES, INCLUDING CONFLICTS OF INTEREST, ARE MADE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:	PENSION OBLIGATION -11,984,000. NET ASSETS RELEASED FROM RESTRICTION 4,386,000. INCREASE IN DONOR RESTRICTED INVESTMENTS HELD BY THE FOUNDATION 403,000. RESTRICTED INVESTMENT RETURN 395,000. OTHER - NET -11,949,844. RESTRICTED CONTRIBUTIONS 1,000.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
HERITAGE VALLEY HEALTH SYSTEM INC
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	251441518	PARENT SUPPORTING ORG	PA	501(C)(3)	11C	N/A	0
HOSPITALITY SHOP OF SEWICKLEY VALLEY
720 BLACKBURN ROAD	SEWICKLEY	PA	15143	251012989	FUNDRAISING	PA	501(C)(3)	11C		0	HERITAGE VALLEY HEALTH SYSTEM
THE MEDICAL CENTER AUXILIARY
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	251383145	FUNDRAISING	PA	501(C)(3)	11C		0	HERITAGE VALLEY HEALTH SYSTEM
HERITAGE VALLEY HEALTH SYSTEM FOUNDATION
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	251801534	FUNDRAISING	PA	501(C)(3)	11C		0	HERITAGE VALLEY HEALTH SYSTEM
WORKERS COMPENSATION TRUST FUND
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	251463381	WORKERS COMPENSATION	PA	501(C)(3)	11C		Yes (1)	VALLEY MEDICAL FACILITIES INC
HERITAGE VALLEY HEALTHCARE NETWORK LLC
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	814233618	CLINICALLY INTEGRATED NETWORK	PA	501(C)(3)	11C		0	HERITAGE VALLEY HEALTH SYSTEM
HERITAGE VALLEY HEALTHCARE NETWORK ACO LLC
1000 DUTCH RIDGE ROAD	BEAVER	PA	15009	821646033	CLINICALLY INTEGRATED NETWORK	PA	501(C)(3)	11C		0	HERITAGE VALLEY HEALTH SYSTEM
OHIO VALLEY HOSPITAL
25 HECKEL ROAD	MCKEES ROCK	PA	15136	250967480	HOSPITAL	PA	501(C)(3)	3		0	HERITAGE VALLEY HEALTH SYSTEM
OVH PROFESSIONAL LIABILITY SELF-INSURANCE
25 HECKEL ROAD	MCKEES ROCK	PA	15136	251619844	MALPRACTICE INSURANCE	PA	501(C)(3)	12B, II		0	OHIO VALLEY HOSPITAL
OVH WORKER COMPENSATION SELF-INSURANCE TRUST
25 HECKEL ROAD	MCKEES ROCK	PA	15136	251619842	WORKERS COMPENSATION	PA	501(C)(3)	12B, II		0	OHIO VALLEY HOSPITAL

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
CONSOLIDATED SUPPLY CHAIN SERVICES
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	271055405	GROUP PURCHASING	PA	HERITAGE VALLEY HEALTH SYSTEM	RELATED	0	0
EDGEWORTH COMMONS GROUP LLC
725 CHERRINGTON PARKWAY SUITE 200	MOON TOWNSHIP	PA	15108	020713415	SURGERY CENTER	PA	HERITAGE VALLEY HEALTH SYSTEM	RELATED	0	0
BEAVER VALLEY AMBULATORY SURGERY CENTER LLC
1030 BEANER HOLLOW ROAD	BEAVER	PA	15009	822918272	SURGERY CENTER	PA	HERITAGE VALLEY HEALTH SYSTEM	RELATED	0	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Direct Controlling NADirectControllingNACd
TRI-STATE OBSTETRICS & GYNECOLOGY
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	251776052	PHYSICIAN PRACTICE	PA	HERITAGE VALLEY HEALTH SYSTEM	C	0
HERITAGE VALLEY PEDIATRICS INC
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	251775950	PHYSICIAN PRACTICE	PA	HERITAGE VALLEY HEALTH SYSTEM	C	0
HERITAGE VALLEY MULTISPECIALTY GROUP INC
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	251775949	PHYSICIAN PRACTICE	PA	HERITAGE VALLEY HEALTH SYSTEM	C	0
TRI-STATE GYNECOLOGY INC
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	841647473	PHYSICIAN PRACTICE	PA	HERITAGE VALLEY HEALTH SYSTEM	C	0
HERITAGE VALLEY INSURANCE COMPANY
				251441518	PROFESSIONAL LIABILITY CAPTIVE		HERITAGE VALLEY HEALTH SYSTEM	C	0	PO BOX 1051	GRAND CAYMAN	CJ	CJ
OHIO VALLEY MEDICAL SERVICES INC
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	205830183	ANESTHESIA SERVICES	PA		C	0					N/A
OHIO VALLEY ANESTHESIA PAIN MANAGEMENT INC
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	205690632	PAIN MANAGEMENT SERVICES	PA		C	0					N/A
OHIO VALLEY PROFESSIONAL SERVICES INC
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	205689859	HEALTH SERVICES	PA		C	0					N/A
EMBROOKE INCORPORATED
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	300008536	AMBULANCE SERVICES	PA		C	0					N/A
KBS ANESTHESIA INC
420 ROUSER ROAD	MOON TOWNSHIP	PA	15108	834184731	PROVIDES MEDICAL SERVICES	PA		C	0					N/A

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	Yes (1)	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	Yes (1)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (1)	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	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	Yes (1)	TransferFromOtherOrgInd