2024-05-14T12:36:33-05:00 2023-06-30 390859910 BAKER TILLY US LLP 20 STANWIX STREET PITTSBURGH PA 15222 990 2022-07-01 251801534 HERITAGE VALLEY HEALTH SYSTEM FOUNDATION HERI 4127497121 25 HECKEL ROAD MCKEES ROCKS PA 15136 GARRETT RICHARDSON ASSOCIATE VP, FINANCE 4127497121 2024-04-25 1 GARRETT RICHARDSON 999009999 1 JEFFREY J PETRELL P00138808 4126976400 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NORMAN F MITRY 720 BLACKBURN ROAD SEWICKLEY PA 15143 4151287 0 X WWW.HERITAGEVALLEY.ORG X 1996 PA HERITAGE VALLEY HEALTH SYSTEM FOUNDATION IS A SUPPORTING ORGANIZATION AND IS RESPONSIBLE FOR CARRYING OUT THE PHILANTHROPIC ACTIVITIES FOR HERITAGE VALLEY SEWICKLEY, HERITAGE VALLEY BEAVER, AND HERITAGE VALLEY KENNEDY DIVISIONS OF VALLEY MEDICAL FACILITIES, BY PROVIDING STEWARDSHIP FOR MONIES RAISED WHILE WORKING TOWARD ENHANCEMENT OF PATIENT CARE AND PROGRAMS THROUGHOUT THE COMMUNITY. 17 15 0 15 0 0 1333125 1405323 0 0 8006559 2713936 -23605 -93490 9316079 4025769 2639328 1954400 0 0 178115 204439 0 0 97755 53634 60115 2871077 2218954 6445002 1806815 124107725 135641948 1229541 782377 122878184 134859571 X SEE SCHEDULE O 0 0 518146 518146 RAYMOND C AND MARTHA S SUCKLING FUND $518,146HERITAGE VALLEY HEALTH SYSTEM FOUNDATION REIMBURSED VALLEY MEDICAL FACILITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION, $518,146 FOR THE PURCHASE OF A TELEMETRY REPLACEMENT BEDSIDE SYSTEM AT HERITAGE VALLEY SEWICKLEY. THE SOURCE OF THESE FUNDS IS A GRANT FROM THE RAYMOND C. AND MARTHA S. SUCKLING FUND AT THE PITTSBURGH FOUNDATION. 371726 371726 HVB BUILDING SYSTEMS UPGRADE $371,726HERITAGE VALLEY HEALTH SYSTEM FOUNDATION EXPENDED $371,726 DURING THE PERIOD OF JULY, 2022 TO JUNE, 2023 FROM BOARD-DESIGNATED FUNDS TO REIMBURSE HERITAGE VALLEY BEAVER, A DIVISION OF VALLEY MEDICAL FACILITIES, INC., A RELATED TAX-EXEMPT ORGANIZATION, FOR BUILDING SYSTEMS AND FACILITIES CAPITAL PROJECTS, TO ADDRESS THE AGING INFRASTRUCTURE OF THE BEAVER CAMPUS. 230000 230000 RAYMOND C AND MARTHA S SUCKLING FUND $230,000HERITAGE VALLEY HEALTH SYSTEM FOUNDATION REIMBURSED VALLEY MEDICAL FACILITIES, INC., A TAX RELATED ORGANIZATION, $230,000 FOR SIMULATION COORDINATOR AND INFORMATION TECHNOLOGY SALARIES AND OPERATIONAL EXPENSES FOR THE HERITAGE VALLEY NURSING EDUCATION AND SIMULATION CENTER LOCATED IN THE FORMER HERITAGE VALLEY SEWICKLEY SCHOOL OF NURSING BUILDING. THE SOURCE OF THESE FUNDS IS A GRANT FROM THE RAYMOND C. AND MARTHA S. SUCKLING FUND AT THE PITTSBURGH FOUNDATION. 36037 36037 HERITAGE VALLEY HEALTH SYSTEM FOUNDATION TRANSFERRED TO SEWICKLEY YMCA, A 501(C)(3) ORGANIZATION, $36,037 TO SUPPORT THE FAITH IN ACTION PROGRAM FROM FUNDS RAISED SPECIFICALLY FOR THAT PURPOSE. FAITH IN ACTION PROVIDES TRANSPORTATION FOR SENIOR CITIZENS TO DOCTOR APPOINTMENTS, MEDICAL TESTS AND MEDICAL TREATMENTS FOR PATIENTS WITH CANCER AND CHRONIC CONDITIONS. 151032 151032 SCHOLARSHIPS AND MEDICATION ASSISTANCE TO INDIVIDUALS. 647459 647459 PATIENT VAN TRANSPORTATION 227,600HVB DEVELOPMENT FUND 136,240COMMUNITY HEALTH SERVICES 81,947COVID-19 RESPONSE 76,730VMF REIMBURSEMENT FOR FOOD BANKS 57,000HVS O/R/LAB EQUIPMENT FUND 36,859CHARITY CARE (ADDISON GIBSON) 25,953HVS EQUIPMENT FUND 4,110PEDIATRIC FUND 1,020 834528 834528 1954400 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 15 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X LINDA SCHAEFER 4127497021 25 HECKEL ROAD 4TH FLOOR MCKEES ROCKS PA 15136 NORMAN MITRY PRESIDENT & CEO 2.00 64.75 X X 0 760654 42768 KEVIN FLANNERY CHAIR 2.00 2.00 X X 0 0 0 ROBERT TERWILLIGER VICE-CHAIR 2.00 2.00 X X 0 0 0 LYNN VESCIO SECRETARY 0.50 X X 0 0 0 FREDERICK CLERICI TREASURER 0.50 X X 0 0 0 TERRI TUNICK RN DIRECTOR 0.50 X 0 0 0 JOHN EDSON ESQ DIRECTOR 0.50 X 0 0 0 RICHARD ARCHER DIRECTOR 0.50 X 0 0 0 LUBNA BUKHARI MD DIRECTOR 0.50 X 0 0 0 SHANE CONLAN DIRECTOR 0.50 X 0 0 0 CORRIE MANJOO MD MPH DIRECTOR/PHYSICIAN 0.50 24.00 X 0 97237 0 GEORGE MISTOVICH DMD DIRECTOR 0.50 X 0 0 0 TAMMY ZELENKO DIRECTOR 0.50 X 0 0 0 DONALD FLICK DIRECTOR 0.50 2.50 X 0 0 0 SHIRLEY FLICK EX-OFFICIO DIRECTOR 0.50 14.00 X 0 0 0 THOMAS LEYDIG DIRECTOR 0.50 2.00 X 0 0 0 ALEX SEBASTIAN DIRECTOR 0.50 X 0 0 0 GARRETT RICHARDSON ASSOCIATE VP, FINANCE 2.00 40.00 X 0 222290 12580 ROBERT ROSENBERGER FORMER CFO 0.00 0.00 X 0 502040 6329 0 1582221 61677 0 1 1 0 0 102 345030 56020 1004171 1405323 1746059 1746059 967877 0 967877 967877 967877 32028 345030 125518 -93490 -93490 4025769 0 0 2620446 1803368 1803368 151032 151032 170365 92032 78333 19870 8544 11326 14204 6108 8096 22360 22360 32464 32464 3320 3320 129 129 MISCELLANEOUS 1842 1842 2218954 1954400 166799 97755 294844 321207 427553 94804 36744 13654 44032 44032 0 0 92271653 100074484 30858390 34913284 218541 224515 124107725 135641948 20194 1040272 754783 189269 7400 1229541 782377 X 107484235 117998357 15393949 16861214 122878184 134859571 124107725 135641948 X 1806815 9662609 511963 X 0 1 X 1 0 X X 1 VALLEY MEDICAL FACILITIES INC 251801532 3 1 1767331 0 1 1767331 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV SECTION C LINE 1 HERITAGE VALLEY HEALTH SYSTEM IS THE SOLE MEMBER OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION AND ITS SUPPORTING ORGANIZATION, VALLEY MEDICAL FACILITIES. HERITAGE VALLEY HEALTH SYSTEM CONTROLS BOTH HERITAGE VALLEY HEALTH SYSTEM FOUNDATION AND VALLEY MEDICAL FACILITIES BY APPOINTING THE BOARD OF DIRECTORS FOR BOTH ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122878184 1437351 13199072 151030 1932162 569344 134862071 139641930 3082193 -16654116 68228 2617590 506005 122878184 111060599 1072261 29890654 110962 1784064 486558 139641930 101978039 2220135 11281529 63889 3748427 606788 111060599 101456533 1521524 5462338 864661 5021757 575938 101978039 0.87497 0.03283 0.09219 1 1 1 44032 44032 0 0 ALTERNATIVE INVESTMENTS 7506971 F COMMON TRUST FUNDS 27406313 F 34913284 X PART X, LINE 2: HERITAGE VALLEY HEATH SYSTEM FOUNDATION 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. HERITAGE VALLEY HEATH SYSTEM FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN POSITIONS AS OF JUNE 30, 2023 AND 2022. 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. CARDIOLOGY FUND -RESTRICTED FOR HERITAGE VALLEY SEWICKLEY 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. DALLAS/OLIVER NURSING FUND - RESTRICTED FOR USE OF HERITAGE VALLEY SEWICKLEY NURSES. EMERGENCY DEPARTMENT FUND - FOR EMERGENCY DEPARTMENT USE TO BENEFIT CHILDREN AT MEDICAL DIRECTOR'S DISCRETION AND FOR FUNDING EMERGENCY DEPARTMENT PROGRAM & EQUIPMENT NEEDS FOR HERITAGE VALLEY SEWICKLEY. EQUIPMENT FUND - RESTRICTED FOR HERITAGE VALLEY SEWICKLEY 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. OPHTHALMOLOGISTS ON STAFF PROVIDE GLASSES AT COST. ONCOLOGY FUND - RESTRICTED FOR USE FOR HV SEWICKLEY INPATIENT ONCOLOGY SERVICES. OR/LAB - RESTRICTED ENDOWMENT. RESTRICTED TO USE FOR THE BENEFIT OF THE HERITAGE VALLEY SEWICKLEY OPERATING ROOMS AND THE LABORATORY, BUT OTHERWISE UNRESTRICTED. NURSING EDUCATION FUND - RESTRICTED TO USE TO SUPPORT THE CONTINUING EDUCATIONAL AND CAREER DEVELOPMENT NEEDS OF NURSES AT THE HERITAGE VALLEY HEALTH SYSTEM, INC. AND FOR STUDENT NURSES COMPLETING EDUCATIONAL ROTATIONS THROUGHOUT THE HERITAGE VALLEY HEALTH SYSTEM, INC. BUT OTHERWISE UNRESTRICTED. 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. SPEECH THERAPY FUND - RESTRICTED TO HV SEWICKLEY SPEECH PATHOLOGY BUT OTHERWISE UNRESTRICTED. ELIZABETH S. STANDISH FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED ANNUALLY BY THE BOARD FOR CAPITAL PROJECTS FOR HV SEWICKLEY. STAUNTON CLINIC FUND - RESTRICTED TO USE FOR STAUNTON CLINIC AT HV SEWICKLEY. TEMPORARY RESTRICTED FUND - TEMPORARY HOLD FOR AUXILIARY AND UNIQUE BOUTIQUE 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. COMMUNITY HEALTH SERVICES FUND - PEDIATRIC ASTHMA PROGRAM; DIABETES PROGRAM; PREGNANCY HEALTH SERVICES PROGRAM; COMMUNITY ADVANCED ILLNESS PROGRAM; PEDIATRIC OBESITY PROGRAM. CANCER TREATMENT CENTER BENEVOLENT FUND - PURPOSE: TO BE USED TO ASSIST HERITAGE VALLEY BEAVER 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. EMERGENCY DEPARTMENT FUND - TO PROVIDE FUNDING FOR EQUIPMENT AND PROGRAM NEEDS FOR HVB EMERGENCY DEPARTMENT. EQUIPMENT FUND - TO PROVIDE FUNDING FOR EQUIPMENT NEEDS FOR HVB FREE CARE FUND - TO REIMBURSE HVB FOR FREE CARE PROVIDED TO PATIENTS TREATED; 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 HVB MEDICAL STAFF'S ENDORSEMENT. PEDIATRICS FUND - RESTRICTED FOR USE OF HVB PEDIATRIC UNIT FOR EQUIPMENT AND PROGRAMS. EYE SURGERY EQUIPMENT FUND - EQUIPMENT NEEDS OF HVS 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 VMF AND AFFILIATES. 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. COVID-19 RESPONSE FUND - RESTRICTED FOR EXPENSES RELATED TO COVID-19 TREATMENT OF PATIENTS. MATERNAL AND INFANT CHILD CARE FUND - RESTRICTED FOR USE OF HVS 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: * INITIAL NURSING CERTIFICATION FEE * NURSING RECERTIFICATION CONTINUING EDUCATION CREDITS * FEES FOR LOCAL CONTINUING EDUCATION * OUT-OF-STATE CONTINUING EDUCATION (FEES, TRANSPORTATION, ACCOMMODATIONS) * IN-HOUSE EDUCATION. MEDICAL STAFF SCHOLARSHIP FUND - ESTABLISHED IN 2013. TO AWARD ANNUAL COLLEGE SCHOLARSHIPS TO LOCAL RESIDENTS PURSUING A HEALTHCARE EDUCATION. ROY F. JOHNS, JR. FAMILY ENDOWMENT FUND - RESTRICTED ENDOWMENT. ANNUAL INCOME TO BE USED TO PROVIDE UNRESTRICTED SUPPORT TO THE HERITAGE VALLEY SEWICKLEY. SCHOOL OF NURSING ALUMNI FUND - TO BE USED FOR SPEAKERS FOR CONTINUING NURSING EDUCATION AND CAREER DEVELOPMENT FOR GRADUATE HVS NURSES AND FOR STUDENT NURSES OUTSIDE OF HVS COMPLETING ROTATIONS THROUGHOUT HVS. HITCHAK SCHOLARSHIP - ESTABLISHED WITH $11,000 GIFT FROM HITCHAK FAMILY MEMBERS TO ENDOW A SCHOLARSHIP FOR GRADUATE NURSING STUDIES FOR A HVS NURSING EMPLOYEE. SILVER SNEAKERS FUND - RESTRICTED FOR SILVER SNEAKERS PROGRAM. MAJORIE WAGNER THEYS SCHOLARSHIP FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED ANNUALLY FOR THE CONTINUING EDUCATION OF HVS NURSES. LEONARD P. AND EVA M. ALOISE MEMORIAL FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED ANNUALLY FOR THE CONTINUING EDUCATION OF HVS NURSES. 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 HEALTH SYSTEM FOUNDATION ADMINISTERS THE FUND. (INCLUDES CRITERIA FOR ELIGIBILITY) 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. TEMPORARILY RESTRICTED FUND - TEMPORARY HOLD FOR HBV 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. ORR FAMILY ENDOWMENT FUND - RESTRICTED ENDOWMENT. ANNUAL INCOME TO BE USED TO SUPPORT HVB, BY PROVIDING FUNDING FOR COMMUNITY-BASED PROGRAMS OR EQUIPMENT. PART V LINE 4 O'LEARY FAMILY EDUCATION ENDOWMENT - RESTRICTED ENDOWMENT. ANNUAL INCOME TO BE USED TO PROVIDE UNRESTRICTED SUPPORT TO THE HERITAGE VALLEY BEAVER FOUNDATION. MURDOCK OPERATING ROOM RENOVATION FUND - RESTRICTED FOR USE FOR OPERATING ROOM RENOVATIONS OF HVS. PERMANENTLY RESTRICTED ENDOWMENTS - #2 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. PERMANENTLY RESTRICTED ENDOWMENTS - #3939 ESTABLISHED FOR ROCHESTER GENERAL HOSPITAL (PREDECESSOR HOSPITAL) TO BE USED FOR THE CONSTRUCTION OF NEW BUILDINGS, REHABILITATION OF EXISTING FACILITIES, PROVIDE FOR SPECIAL EQUIPMENT AND SERVICES, AND SUCH OTHER PURPOSES AS THE DONOR SHALL FROM TIME TO TIME DESIGNATE FOR HVB. LIDA MCHATTIE - PERMANENTLY RESTRICTED ENDOWMENTS - RECEIVES 1/6TH SHARE OF THE NET INCOME PER QUARTER FOR HVB. ARTHUR E. MAYER - PERMANENTLY RESTRICTED ENDOWMENTS - ESTABLISHED IN 1964. RESTRICTED FOR HVB. 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 HVB ONCOLOGY. JOHN 'TITO' & BIRDIE FRANCONA MEMORIAL FUND - ANNUAL INCOME TO BE USED PRIMARILY FOR HVB CARDIOLOGY AND ONCOLOGY DEPARTMENTS. FUNDS HELD BY VMF FACILITIES UNDER CONTROL OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION. CRAIG FAMILY MEMORIAL FUND - RESTRICTED ENDOWMENT. INCOME ONLY TO BE USED FOR HVS 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 WITH INTEREST EARNINGS REINVESTED UNTIL NEEDED. PRINCIPAL 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 HEALTH SYSTEM FOUNDATION, BUT ARE UNDER THE CONTROL OF VARIOUS ORGANIZATIONS. HVS HAS BEEN THE RECIPIENT OF VARIOUS TRUSTS: 1. MARTHA LOCKHART MASON TRUST (BNY MELLON) 2. MARTHA LOCKHART MASON TRUST (PNC BANK) 3. BLAIR E. BELL TRUST (BNY MELLON). THE THREE TRUSTS, THE MASON (1&2) AND BELL (3) TRUSTS, ARE IRREVOCABLE TRUSTS. HERITAGE VALLEY SEWICKLEY 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. FUNDS HELD BY HERITAGE VALLEY HEALTH SYSTEM FOUNDATION FOR USE BY HERITAGE VALLEY KENNEDY: CONTINUING EDUCATION FUND - TO SUPPORT EDUCATION NEEDS OF HERITAGE VALLEY KENNEDY EMPLOYEES. CONTINUING MEDICAL EDUCATION FUND - TO SUPPORT EDUCATIONAL NEEDS OF HERITAGE VALLEY KENNEDY EMPLOYEES. PROVENZANO EDUCATION FUND - TO SUPPORT EDUCATION NEEDS OF HERITAGE VALLEY KENNEDY EMPLOYEES. EDUCATIONAL SOFTWARE, SPEAKERS, TRAINING CLASSES, CAPITAL EQUIPMENT RELATED TO EDUCATION. STITELY STAFF EDUCATION FUND - TO SUPPORT EDUCATION NEEDS OF HERITAGE VALLEY KENNEDY EMPLOYEES. EDUCATIONAL SOFTWARE, SPEAKERS, TRAINING CLASSES, CAPITAL EQUIPMENT RELATED TO EDUCATION. SON ALUMNI ASSOCIATION FUND - TO BE USED BY HERITAGE VALLEY KENNEDY SCHOOL OF NURSING. SON GRADUATION AWARD RONITA DICLEMENTE NURSING FUND - TO BE USED FOR GRADUATION AWARD FOR SON STUDENTS. SON FRANCES DOLGOS MEMORIAL SCHOLARSHIP FUND - TO BE USED FOR GRADUATION AWARD FOR SON STUDENTS. SON GRADUATION AWARD FAIRBANKS-HORIX NURSING FUND - TO BE USED FOR GRADUATION AWARD FOR SON STUDENTS. SON SCHOLARSHIP LAUREN GEIGER MEMORIAL FUND - TO BE USED FOR GRADUATION AWARD FOR SON STUDENTS. SON GRADUATION AWARD ANTHONY F. LISANTI MEMORIAL FUND - TO BE USED FOR GRADUATION AWARD FOR SON STUDENTS. SON GRADUATION AWARD CRAFTON ROTARY CLUB - TO BE USED FOR AWARDS FOR SON STUDENTS. SON GRADUATION AWARD MCKEES ROCKS ROTARY CLUB - TO BE USED FOR AWARDS FOR SON STUDENTS. SON FUND - ESTABLISHED 2022 FOR HERITAGE VALLEY KENNEDY SCHOOL OF NURSING. SOR (SCHOOL OF RADIOLOGY) GRADUATION AWARD JASON DOTSON MEMORIAL FUND - TO BE USED FOR GRADUATION AWARDS FOR ANY SOR GRADUATE WHO SUCCESSFULLY PASSES THE ARRT COMPUTER TOMOGRAPHY CERTIFICATION EXAM. SOR GRADUATION AWARD NANCY LISANTI MEMORIAL - TO BE USED FOR GRADUATION AWARDS FOR SOR STUDENTS. SOR GRADUATION AWARD N. BRUCE TANNEHILL, MD - TO BE USED FOR GRADUATION AWARDS FOR SOR STUDENTS. HOSPITAL DEVELOPMENT FUND - RESTRICTED FOR EQUIPMENT AND BUILDING (CAPITAL) NEEDS FOR HERITAGE VALLEY KENNEDY. TERNER EYE CARE FUND - PROVIDES EYEGLASSES TO INDIVIDUALS WHO DEMONSTRATE FINANCIAL NEED AND RESIDE IN THE HERITAGE VALLEY KENNEDY SERVICE AREA. WINE EVENT 173109 172439 670 36123 8398 3250 10528 GOLF OUTING 113930 87230 26700 1950 15014 10952 4052 2 90019 85361 4658 500 5766 28985 377058 345030 32028 1950 51637 25116 3250 43565 125518 -93490 1 VALLEY MEDICAL FACILITIES INC 720 BLACKBURN ROAD SEWICKLEY PA 15143 251801532 501(C)(3) 0 1767331 SEE PART IV SEE PART IV SEE PART IV YMCA OF SEWICKLEY VALLEY 625 BLACKBURN ROAD SEWICKLEY PA 15143 250979384 501(C)(3) 0 36037 SEE PART IV SEE PART IV SEE PART IV 2 PHARMACY CHARITY CARE 1450 32270 N/A N/A MCKALLIP NURSING CONTINUING EDUCATION 10 5264 N/A N/A TUITION REIMBURSEMENT FOR RNS TO BSNS 4 4754 N/A N/A CENTER CIVIC WOMEN'S CLUB CANCER WIGS 71 27156 N/A N/A RADIOLOGY GRADUATION AWARDS 2 1000 N/A N/A NURSING GRADUATION AWARDS 2 1000 N/A N/A MEDICAL STAFF SCHOLARSHIPS 26 78000 N/A N/A CTC BENEVOLENT FUND 1 62 N/A N/A ORR FAMILY EDUCATION 1 1526 N/A N/A PART I, LINE 2: 1. ESTABLISHED GUIDELINES WITHIN CASH MANAGEMENT MUST BE ADHERED TO FOR PAYMENTS TO VALLEY MEDICAL FACILITIES -TO ASSIST PATIENTS ELIGIBLE FOR MEDICATION COST ASSISTANCE. 2. REIMBURSE NURSING EMPLOYEES OF HERITAGE VALLEY SEWICKLEY FOR CONTINUING EDUCATION AND CERTIFICATION EXPENSES. COPIES OF INVOICES APPROVED BY THE VICE-PRESIDENT OF NURSING MUST BE SUBMITTED TO THE FOUNDATION. 3. TUITION REIMBURSEMENT IS PROVIDED TO CANDIDATES EMPLOYED AS RNS BY VALLEY MEDICAL FACILITIES WHO ARE ENROLLED IN AN ACCREDITED RECOGNIZED EDUCATIONAL INSTITUTION. THE RECIPIENT MUST BE IN GOOD EMPLOYMENT STANDING, AND MUST SUBMIT PROOF OF GRADES WITH AT LEAST A 2.0 GPA AND THE INVOICE FOR TUITION COSTS. RECIPIENTS ARE BOUND TO CERTAIN EMPLOYMENT STIPULATIONS, AND IF OBLIGATIONS ARE NOT MET, THE PAYMENT MAY BE PRO-RATED. 4. CANCER PATIENTS MUST COMPLETE AN APPLICATION VERIFYING THEY ARE A FEMALE RESIDENT OF BEAVER COUNTY, THE PHYSICIAN THEY ARE BEING TREATED BY, AND SUBMIT THE INVOICE FROM THE APPROVED WIG/PROSTHESIS VENDOR. 5. MEDICAL STAFF SCHOLARSHIPS ARE AWARDED BY A COMMITTEE OF HERITAGE VALLEY BEAVER AND HERITAGE VALLEY SEWICKLEY MEDICAL STAFF MEMBERS, WHO CHOSE RECIPIENTS BASED UPON ACADEMIC ACHIEVEMENT, INVOLVEMENT IN SCHOOL AND COMMUNITY ACTIVITIES, FINANCIAL NEED, WORK AND VOLUNTEER EXPERIENCE AND PLANS FOR A CAREER IN MEDICAL FIELD. 6. FOR ALL OTHER CAPITAL PURCHASES AND REIMBURSEMENT REQUESTS THAT WERE APPROVED BY THE BOARD OF DIRECTORS IN THE ANNUAL BUDGET, COPIES OF INVOICES OR OTHER PROOF OF EXPENDITURE MUST BE SUBMITTED TO THE FOUNDATION WITH A DESCRIPTION OF THE INTENDED PURPOSE OF THE PURCHASES IN ORDER TO BE REIMBURSED FROM THE FOUNDATION FROM THE APPROPRIATE FUND. 7. FOR COMMUNITY HEALTH SERVICES, THE DIRECTOR OF THE PROGRAMS PROVIDES A BUDGET, A PROGRAMMATIC REVIEW OF CLINICAL OUTCOMES AND ENROLLMENTS, AND PROVIDES PERIODIC AND END-OF-YEAR REPORTS TO THE BOARD OF DIRECTORS SHOWING HOW FUNDS WERE EXPENDED. 8. FOR CHARITY CARE, THE DIRECTORS OF PATIENT ACCOUNTING AND CASE MANAGEMENT IDENTIFY PATIENTS WHICH MUST MEET THE FUND'S AND GRANT'S MEDICAL AND/OR FINANCIAL ASSISTANCE GUIDELINES. 9. FOR THE GRANT TO THE YMCA OF SEWICKLEY, A 501(C)(3)ORGANIZATION, USED FOR PATIENT TRANSPORTATION, THE DIRECTOR OF THE FAITH IN ACTION PROGRAM PRESENTED THE DETAILS OF THE PROGRAM TO THE FOUNDATION BOARD OF DIRECTORS, INCLUDING HOW MANY PATIENTS WERE ASSISTED AND THE FINANCIAL REPORTS. 10. FOR COVID-19 RESPONSE FUND REIMBURSEMENT TO VMF, ALL PROOF OF EXPENDITURES RELATED TO COVID-19 HAD TO BE VERIFIED THROUGH PAYROLL RECORDS AND INVOICES AND SUBMITTED TO THE FOUNDATION. PART II, LINE (H) RAYMOND C AND MARTHA S SUCKLING FUND 518,146 HVB BUILDING SYSTEMS UPGRADE 371,726 RAYMOND C AND MARTHA S SUCKLING FUND 230,000 PATIENT VAN TRANSPORTATION 227,600 HVB DEVELOPMENT FUND 136,240 COMMUNITY HEALTH SERVICES 81,947 COVID-19 RESPONSE 76,730 VMF REIMBURSEMENT FOR FOOD BANKS 57,000 HVS O/R/LAB EQUIPMENT FUND 36,859 CHARITY CARE (ADDISON GIBSON) 25,953 HVS EQUIPMENT FUND 4,110 PEDIATRIC FUND 1,020 TOTAL CASH GRANTS TO VALLEY MEDICAL FACILITIES 1,767,331 1 0 0 0 0 0 0 0 0 NORMAN MITRY PRESIDENT & CEO 0 744104 0 0 0 16550 0 25980 0 16788 0 803422 0 0 ROBERT ROSENBERGER FORMER CFO 0 287831 0 0 0 214209 0 5757 0 572 0 508369 0 0 GARRETT RICHARDSON ASSOCIATE VP, FINANCE 0 192240 0 25000 0 5050 0 11867 0 713 0 234870 0 0 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 ARE MADE ACCORDINGLY IN INSTANCES WHERE DATA SUPPORTED SUCH CHANGES FOR THIS PERIOD. BONUSES ARE PAID IN ACCORDANCE WITH AN INCENTIVE COMPENSATION PLAN WHICH WAS DEVELOPED AND APPROVED BY THE BOARD OF DIRECTORS SEVERAL YEARS AGO. PART I, LINE 4A ROBERT ROSENBERGER, FORMER CFO - $179,808 FORM 990, PART VI, SECTION A, LINE 2 DONALD FLICK, BOARD DIRECTOR OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION, IS SPOUSE OF SHIRLEY FLICK, BOARD DIRECTOR EX-OFFICIO OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 HERITAGE VALLEY HEALTH SYSTEM IS THE SOLE MEMBER OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION. THE SYSTEM HAS THE RIGHT TO PARTICIPATE IN SELECTED MANAGEMENT DECISIONS. 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 OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION, HERITAGE VALLEY HEALTH SYSTEM, ACTING BY AND THROUGH ITS BOARD OF DIRECTORS HAVE EXCLUSIVE POWER TO: 1. APPROVE HERITAGE VALLEY HEALTH SYSTEM FOUNDATION'S ANNUAL OPERATING AND CAPITAL BUDGETS; 2. AMEND OR APPROVE AMENDMENTS TO HERITAGE VALLEY HEALTH SYSTEM FOUNDATION'S ARTICLES OF INCORPORATION OR BYLAWS; 3. APPROVE BORROWINGS OR EXTENSIONS OF CREDIT OF $1 MILLION OR GREATER; 4. APPROVE ANY VOLUNTARY DISSOLUTION, MERGER OR CONSOLIDATION OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION; 5. APPROVE THE SALE, PLEDGING, LEASING OR TRANSFER OF ASSETS IN EXCESS OF $1 MILLION; 6. APPROVE THE CREATION OR ACQUISITION OF ANY SUBSIDIARY OR AFFILIATE; 7. SELECT HERITAGE VALLEY HEALTH SYSTEM FOUNDATION'S ACCOUNTANTS; 8. APPROVE INVESTMENT POLICIES; 9. APPROVE POLICIES AND PROCEDURES ADOPTED BY THE HERITAGE VALLEY HEALTH SYSTEM FOUNDATION BOARD OF DIRECTORS, INCLUDING POLICIES RELATING TO THE DISTRIBUTION OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION'S ENDOWMENT; 10. AUTHORIZE ANY AND ALL UNBUDGETED EXPENDITURES AND DISTRIBUTIONS FROM THE FUNDS OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION; 11. APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS OF HERITAGE VALLEY HEALTH SYSTEM FOUNDATION, WITH THE RIGHT TO REMOVE THE APPOINTED DIRECTORS, WITH OR WITHOUT CAUSE; AND 12. APPOINT AND REMOVE THE PRESIDENT. 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 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 CERTAIN NON-MERIT EMPLOYEES WITH JOB RESPONSIBILITIES THAT PROVIDE AN OPPORTUNITY TO INFLUENCE BUSINESS DECISIONS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST FORM ANNUALLY. THESE CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE DEPARTMENT DIRECTOR AND SYSTEM DIRECTOR FOR CORPORATE COMPLIANCE TO DETERMINE IF A CONFLICT EXISTS. ANY POTENTIAL CONFLICTS ARE REFERRED TO THE APPROPRIATE VICE PRESIDENT AND HUMAN RESOURCES TO CONFIRM AND RESOLVE THE CONFLICT. FOR MERIT EMPLOYEES, CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY BY THE DEPARTMENT MANAGER, VICE PRESIDENT OR CEO. ANY POTENTIAL CONFLICTS ARE MANAGED BY THE CEO. OTHER POTENTIALLY INTERESTED PARTIES, SUCH AS BOARD MEMBERS, OFFICERS AND HIGHLY COMPENSATED EMPLOYEES 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 REVIEWS ANNUALLY A SUMMARY OF THE DISCLOSURE STATEMENTS SO THAT 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 ARE MADE ACCORDINGLY IN INSTANCES WHERE DATA SUPPORTED SUCH CHANGES FOR THIS PERIOD. BONUSES ARE 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 18 FORM 990 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PUBLISHES CONDENSED FINANCIAL STATEMENTS FOR THE PUBLIC USE ON ITS WEBSITE WWW.HERITAGEVALLEY.ORG. GOVERNING DOCUMENTS AND POLICIES, INCLUDING CONFLICTS OF INTEREST STATEMENTS, ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TEMPORARILY RESTRICTED INVESTMENT INCOME 369,528. PERMANENTLY RESTRICTED INVESTMENT INCOME 36,099. INCREASE IN THE VALUE OF TRUSTS HELD BY OTHERS 106,336. HERITAGE VALLEY HEALTH SYSTEM INC 1000 DUTCH RIDGE ROAD BEAVER PA 15009 251441518 PARENT SUPPORTING ORG PA 501(C)3 11C N/A 0 VALLEY MEDICAL FACILITIES INC 720 BLACKBURN ROAD SEWICKLEY PA 15143 251801532 HOSPITAL PA 501(C)3 3 HERITAGE VALLEY HEALTH SYSTEM 0 HOSPITALITY SHOP OF SEWICKLEY VALLEY 720 BLACKBURN ROAD SEWICKLEY PA 15143 251012989 FUNDRAISING PA 501(C)3 11C HERITAGE VALLEY HEALTH SYSTEM 0 THE MEDICAL CENTER AUXILIARY 1000 DUTCH RIDGE ROAD BEAVER PA 15009 251383145 FUNDRAISING PA 501(C)3 11C HERITAGE VALLEY HEALTH SYSTEM 0 WORKERS COMPENSATION TRUST FUND 25 HECKEL ROAD 4TH FLOR MCKEES ROCK PA 15136 251463381 WORKERS COMPENSATION PA 501(C)3 11C VALLEY MEDICAL FACILITIES INC 0 HERITAGE VALLEY HEALTHCARE NETWORK LLC 1000 DUTCH RIDGE ROAD BEAVER PA 15009 814233618 CLINICALLY INTEGRATED NETWORK PA 501(C)3 11C HERITAGE VALLEY HEALTH SYSTEM 0 HERITAGE VALLEY HEALTHCARE NETWORK ACO LLC 1000 DUTCH RIDGE ROAD BEAVER PA 15009 821646033 CLINICALLY INTEGRATED NETWORK PA 501(C)3 11C HERITAGE VALLEY HEALTH SYSTEM 0 OVH PROFESSIONAL LIABILITY SELF-INSURANCE 25 HECKEL ROAD 4TH FLOR MCKEES ROCK PA 15136 251619844 MALPRACTICE INSURANCE PA 501(C)3 12B, II VALLEY MEDICAL FACILITIES INC 0 OVH WORKER COMPENSATION SELF-INSURANCE TRUST 25 HECKEL ROAD 4TH FLOR MCKEES ROCK PA 15136 251619842 WORKERS COMPENSATION PA 501(C)3 12B, II VALLEY MEDICAL FACILITIES INC 0 CONSOLIDATED SUPPLY CHAIN SERVICES 25 HECKEL ROAD 4TH FLOOR MCKEES ROCKS PA 15136 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 1030 BEANER HOLLOW ROAD BEAVER PA 15009 822918272 SURGERY CENTER PA HERITAGE VALLEY HEALTH SYSTEM RELATED 0 0 TRI-STATE OBSTETRICS & GYNECOLOGY 25 HECKEL ROAD 4TH FLOOR MCKEES ROCKS PA 15136 251776052 PHYSICIAN PRACTICE PA N/A C 0 HERITAGE VALLEY PEDIATRICS INC 25 HECKEL ROAD 4TH FLOOR MCKEES ROCKS PA 15136 251775950 PHYSICIAN PRACTICE PA N/A C 0 HERITAGE VALLEY MULTISPECIALTY GROUP INC 25 HECKEL ROAD 4TH FLOOR MCKEES ROCKS PA 15136 251775949 PHYSICIAN PRACTICE PA N/A C 0 TRI-STATE GYNECOLOGY INC 25 HECKEL ROAD 4TH FLOOR MCKEES ROCKS PA 15136 841647473 PHYSICIAN PRACTICE PA N/A C 0 HERITAGE VALLEY INSURANCE COMPANY PO BOX 1051 GRAND CAYMAN CJ 251441518 PROFESSIONAL LIABILITY CAPTIVE CJ N/A C 0 EMBROOKE INCORPORATED 25 HECKEL ROAD 4TH FLOOR MCKEES ROCKS PA 15136 300008536 AMBULANCE SERVICES PA N/A C 0 KBS ANESTHESIA INC 25 HECKEL ROAD 4TH FLOOR MCKEES ROCKS PA 15136 834184731 PROVIDES MEDICAL SERVICES PA N/A C 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0