Nonprofit · EIN 25-1441518
HERITAGE VALLEY HEALTH SYSTEM INC
Tax-exempt · BEAVER, PA 15009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $27,008,412 | $14,032,618 | $12,975,794 | $182,089,160 | $30,254,739 | $151,834,421 |
| June 30, 2024 | 990 | $29,440,382 | $18,182,267 | $11,258,115 | $159,425,411 | $20,596,411 | $138,829,000 |
| June 30, 2023 | 990 | $31,008,318 | $8,597,338 | $22,410,980 | $141,276,112 | $13,594,912 | $127,681,200 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $25,848,725
- Investment income
- $151,883
- Net gain from sales of assets
- $61,375
- Other revenue
- $1,007,804
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $558,745
- Salaries, compensation and benefits (total)
- $693,336
- Professional fundraising fees
- $0
- Accounting fees
- $1,313
- Occupancy
- $24,000
- Program services (functional)
- $13,798,346
- Management and general (functional)
- $234,272
Balance sheet and other
- Total assets, start of year
- $159,425,411
- Total assets, end of year
- $182,089,160
- Total liabilities, end of year
- $30,254,739
- Net assets, end of year
- $151,834,421
- Publicly traded securities
- $999,499
- Net assets without donor restrictions
- $150,335,421
- Net assets with donor restrictions
- $1,499,000
- Gross receipts
- $27,008,412
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1996
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NORMAN F MITRY | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $879,770 | $46,092 |
| JEFFREY HEIN MD | DIRECTOR/PHYSICIAN Trustee or director | 2 | $0 | $571,907 | $31,569 |
| MICHAEL MALKOWSKI MD | DIRECTOR/PHYSICIAN (UNTIL 6/26/25) Trustee or director | 2 | $0 | $501,833 | $22,748 |
| GARRETT RICHARDSON | VP, FINANCE & ASST. TREASURER Officer | 2 | $0 | $222,011 | $12,428 |
| BOB TERWILLIGER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DIANA KOZLINA-PERETIC DNP | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROGER DAVIS EDD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| FRED CLERICI | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SCOTT M ELSTE | EMERITUS BOARD CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| LYNN GEORGE PHD | EMERITUS BOARD CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD BOWERS MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOHN EDSON ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTOPHER EMOND MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ANN MARIE EVANS | DIRECTOR (UNTIL 12/12/24) Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN FLANNERY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN JEROME-ZAPADKA MD | DIRECTOR (UNTIL 12/12/24) Trustee or director | 2 | $0 |
| CHARLES KELLY ESQ | DIRECTOR (UNTIL 12/12/24) Trustee or director | 2 | $0 |
| THOMAS LEYDIG | DIRECTOR Trustee or director | 2 | $0 |
| GR ORR III | DIRECTOR Trustee or director | 2 | $0 |
| SUZANNE PAONE DHA | DIRECTOR (UNTIL 12/12/24) Trustee or director | 2 | $0 |
| CRAIG RIPPOLE | DIRECTOR Trustee or director | 2 | $0 |
| SRIDHAR TAYUR PHD | DIRECTOR Trustee or director | 2 | $0 |
| LYNN VESCIO MS BSN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NORMAN F MITRY | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $1,133,045 | $44,836 |
| MICHAEL MALKOWSKI MD | DIRECTOR/PHYSICIAN Trustee or director | 2 | $0 | $607,218 | $33,276 |
| JEFFREY HEIN MD | DIRECTOR/PHYSICIAN Trustee or director | 2 | $0 | $514,412 | $31,410 |
| GARRETT RICHARDSON | ASSOCIATE VP, FINANCE Officer | 2 | $0 | $210,471 | $11,808 |
| SCOTT M ELSTE | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SUZANNE PAONE DHA | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BOB TERWILLIGER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| FRED CLERICI | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LYNN GEORGE PHD | EMERITUS BOARD CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| ANN MARIE EVANS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN FLANNERY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS LEYDIG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROGER DAVIS EDD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLES KELLY ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD BOWERS MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KAREN JEROME-ZAPADKA MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DIANA KOZLINA-PERETIC DNP | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SRIDHAR TAYUR PHD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NORMAN F MITRY | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $760,654 | $42,768 |
| JEFFREY HEIN MD | DIRECTOR/PHYSICIAN Trustee or director | 2 | $0 | $632,270 | $35,723 |
| MICHAEL MALKOWSKI MD | DIRECTOR/PHYSICIAN Trustee or director | 2 | $0 | $571,473 | $35,861 |
| ROBERT ROSENBERGER | FORMER CFO Former | 0 | $0 | $502,040 | $6,329 |
| SHARON LOFTUS ESQ | ASST. SECRETARY Officer | 2 | $0 | $282,031 | $34,869 |
| GARRETT RICHARDSON | ASSOCIATE VP, FINANCE Officer | 2 | $0 | $222,290 | $12,580 |
| SCOTT M ELSTE | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SUZANNE PAONE DHA | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BOB TERWILLIGER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ELISA DITOMMASO CPA | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LYNN GEORGE PHD | EMERITUS BOARD CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| FRED CLERICI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN FLANNERY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS LEYDIG | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROGER DAVIS EDD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CHARLES KELLY ESQ | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD BOWERS MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KAREN JEROME-ZAPADKA MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MARK BRENNAN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL DICLEMENTE | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DIANA KOZLINA-PERETIC DNP | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| SRIDHAR TAYUR PHD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 DUTCH RIDGE RD, BEAVER, PA 15009-9727
- Principal officer (990 for 2024)
- NORMAN F MITRY, 720 BLACKBURN ROAD, SEWICKLEY, PA 15143
- Signed the 990
- GARRETT RICHARDSON, VICE PRESIDENT, FINANCE
- Phone
- (412) 741-6600
- Website
- WWW.HERITAGEVALLEY.ORG
- Return prepared by
- RSM US LLP
Mission
SUPPORTING ORGANIZATION TO TAX-EXEMPT HOSPITALS (VALLEY MEDICAL FACILITIES, INC.) HELPING THE HOSPITALS TO FURTHER THEIR TAX-EXEMPT PURPOSES.
Program accomplishments
- HERITAGE VALLEY HEALTH SYSTEM, INC. FORMED THE HERITAGE VALLEY HEALTHCARE NETWORK, LLC (HVHN) IN FY 2017. THE PURPOSE OF THE HVHN IS TO FORM A CLINICALLY INTEGRATED PHYSICIAN HOSPITAL NETWORK WITH JOINT CONTRACTING AUTHORITY TO DEVELOP CARE PROTOCOLS AND OTHER CARE COORDINATION POLICIES USING EVIDENCE-BASED MEDICINE AND OTHER TECHNIQUES TO PROVIDE A MORE COST-EFFECTIVE HEALTH CARE PRODUCT WHILE MAINTAINING OR IMPROVING PHYSICIAN REIMBURSEMENT, USING EXISTING EXPERIENCE AND SUCCESS OF AFFILIATED PRIMARY CARE PRACTICES AS A FOUNDATION FROM WHICH TO BUILD.Expenses $13,798,346 · revenue $25,848,725
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1441518
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $182,089,160
- Income (IRS master file)
- $27,008,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $27,008,412 | $14,032,618 | $182,089,160 | IRS |
| 990 | June 2024 | $29,440,382 | $18,182,267 | $159,425,411 | IRS |
| 990 | June 2023 | $31,008,318 | $8,597,338 | $141,276,112 | XML |
| 990 | June 2022 | $16,447,827 | $12,271,115 | $127,863,435 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 25-1441518).
Questions about HERITAGE VALLEY HEALTH SYSTEM INC
- What is the EIN of HERITAGE VALLEY HEALTH SYSTEM INC?
- The employer identification number (EIN) of HERITAGE VALLEY HEALTH SYSTEM INC is 25-1441518.
- Is HERITAGE VALLEY HEALTH SYSTEM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to HERITAGE VALLEY HEALTH SYSTEM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HERITAGE VALLEY HEALTH SYSTEM INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HERITAGE VALLEY HEALTH SYSTEM INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERITAGE VALLEY HEALTH SYSTEM INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HERITAGE VALLEY HEALTH SYSTEM INC?
- The 990 for the year ended June 30, 2025 names NORMAN F MITRY.
- Who are the officers and directors of HERITAGE VALLEY HEALTH SYSTEM INC?
- The 990 for the year ended June 30, 2025 lists 23 people; 0 received compensation from the organization.
- How much revenue does HERITAGE VALLEY HEALTH SYSTEM INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $27,008,412, expenses of $14,032,618 and total assets of $182,089,160 at year end.
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