Nonprofit · EIN 25-1801532
HERITAGE VALLEY HEALTH SYSTEM INC
Tax-exempt · SEWICKLEY, PA 15143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $379,182,287 | $417,596,695 | -$38,414,408 | $440,856,578 | $257,535,813 | $183,320,765 |
| June 30, 2024 | 990 | $401,405,098 | $434,396,955 | -$32,991,857 | $478,257,383 | $241,363,618 | $236,893,765 |
| June 30, 2023 | 990 | $434,086,748 | $475,038,986 | -$40,952,238 | $579,718,574 | $298,376,289 | $281,342,285 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,788,841
- of which government grants
- $1,686,000
- Program service revenue
- $348,588,619
- Investment income
- $8,973,991
- Net gain from sales of assets
- $6,166,863
- Other revenue
- $17,830,836
Expenses
- Grants and similar amounts paid
- $269,949
- Compensation of officers, directors and key employees
- $3,339,062
- Other salaries and wages
- $165,448,186
- Salaries, compensation and benefits (total)
- $208,793,837
- Professional fundraising fees
- $0
- Legal fees
- $2,199,294
- Accounting fees
- $555,410
- Occupancy
- $14,562,859
- Travel
- $194,363
- Depreciation
- $25,149,317
- Program services (functional)
- $344,364,743
- Management and general (functional)
- $73,231,952
Balance sheet and other
- Total assets, start of year
- $478,257,383
- Total assets, end of year
- $440,856,578
- Total liabilities, end of year
- $257,535,813
- Net assets, end of year
- $183,320,765
- Land, buildings and equipment
- $140,871,456
- Publicly traded securities
- $38,463,145
- Net assets without donor restrictions
- $157,737,000
- Net assets with donor restrictions
- $25,583,765
- Gross unrelated business income
- $4,651,679
- Gross receipts
- $379,886,036
- Employees
- 3,027
- 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 | 40 | $879,770 | $0 | $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 | $22,747 |
| RONALD LECKEY MD | MEDICAL DIRECTOR EMERGENCY Highest-paid employee | 40 | $450,627 | $0 | $52,028 |
| MICHAEL CRATTY MD | CHIEF MEDICAL OFFICER (UNTIL 10/2/24) Key employee | 1 | $0 | $472,587 | $28,310 |
| MATTHEW WHEELER MD | ASSISTANT MEDICAL DIRECTOR Highest-paid employee | 40 | $441,486 | $0 | $47,666 |
| LINDA HOMYK | VP PATIENT CARE SERVICES Key employee | 40 | $374,585 | $0 | $49,787 |
| MICHAEL BOYD MD | PHYSICIAN Highest-paid employee | 40 | $357,256 | $0 | $42,026 |
| THOMAS MICHAEL | PHYSICIAN Highest-paid employee | 40 | $333,734 | $0 | $50,891 |
| JON ZAGORSKI | CHIEF INFORMATION OFFICER Key employee | 40 | $326,983 | $0 | $52,935 |
| LAURIE CLEMENS | VP HUMAN RESOURCES Key employee | 40 | $321,397 | $0 | $48,471 |
| JASON VENET MD | PHYSICIAN Highest-paid employee | 40 | $329,939 | $0 | $27,003 |
| GARRETT RICHARDSON | VP, FINANCE & ASST. TREASURER Officer | 40 | $222,011 | $0 | $12,427 |
| 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 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROGER DAVIS EDD | SECRETARY Trustee or director, Officer | 2 | $0 |
| FRED CLERICI | TREASURER Trustee or director, Officer | 2 | $0 |
| SCOTT M ELSTE | EMERITUS BOARD CHAIR Trustee or director | 2 | $0 |
| LYNN GEORGE PHD | EMERITUS BOARD CHAIR Trustee or director | 2 | $0 |
| SUZANNE PAONE DHA | DIRECTOR (UNTIL 12/12/24) Trustee or director | 2 | $0 |
| RICHARD BOWERS MD | DIRECTOR Trustee or director | 2 | $0 |
| JOHN EDSON ESQ | DIRECTOR Trustee or director | 2 | $0 |
| CHRISTOPHER EMOND MD | DIRECTOR Trustee or director | 2 | $0 |
| ANN MARIE EVANS | DIRECTOR (UNTIL 12/12/24) Trustee or director | 2 | $0 |
| KEVIN FLANNERY | DIRECTOR Trustee or director | 2 | $0 |
| 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 |
| 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 |
| THOMAS PANGBURN MD | CHIEF MEDICAL OFFICER Officer | 40 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NORMAN F MITRY | PRESIDENT & CEO Trustee or director, Officer | 40 | $1,133,045 | $0 | $44,836 |
| MICHAEL CRATTY MD | CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $614,046 | $31,175 |
| 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 |
| RONALD LECKEY MD | MEDICAL DIRECTOR EMERGENCY Highest-paid employee | 40 | $461,952 | $0 | $57,590 |
| MATTHEW WHEELER MD | ASSISTANT MEDICAL DIRECTOR Highest-paid employee | 40 | $451,454 | $0 | $45,441 |
| LINDA HOMYK | VP PATIENT CARE SERVICES Key employee | 40 | $410,135 | $0 | $48,368 |
| SHAYLA CAMMARATA MD | PHYSICIAN Highest-paid employee | 40 | $366,758 | $0 | $44,342 |
| LAURIE CLEMENS | VP HUMAN RESOURCES Key employee | 40 | $355,910 | $0 | $50,882 |
| JON ZAGORSKI | CHIEF INFORMATION OFFICER Key employee | 40 | $343,202 | $0 | $54,169 |
| MICHAEL BOYD MD | PHYSICIAN Highest-paid employee | 40 | $345,785 | $0 | $41,289 |
| JASON VENET MD | PHYSICIAN Highest-paid employee | 40 | $342,142 | $0 | $23,011 |
| GARRETT RICHARDSON | ASST. TREASURER, ASSOCIATE VP, FINANCE Officer | 40 | $210,471 | $0 | $11,808 |
| SCOTT M ELSTE | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SUSAN 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 |
| CHARLES KELLY ESQ | 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 |
| ANN MARIE EVANS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROGER DAVIS EDD | 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: 31 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NORMAN F MITRY | PRESIDENT & CEO Trustee or director, Officer | 40 | $760,654 | $0 | $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 |
| MATTHEW WHEELER MD | ASSISTANT MEDICAL DIRECTOR Highest-paid employee | 40 | $473,641 | $0 | $42,493 |
| ROBERT ROSENBERGER | FORMER CFO Former | 0 | $502,040 | $0 | $6,329 |
| RONALD LECKEY MD | MEDICAL DIRECTOR EMERGENCY Highest-paid employee | 40 | $457,579 | $0 | $48,623 |
| MICHAEL CRATTY MD | CHIEF MEDICAL OFFICER Key employee | 1 | $0 | $455,505 | $35,935 |
| SHAYLA CAMMARATA MD | PHYSICIAN Highest-paid employee | 40 | $386,255 | $0 | $42,463 |
| MICHAEL BOYD MD | PHYSICIAN Highest-paid employee | 40 | $353,423 | $0 | $39,587 |
| BRIAN CAMPBELL MD | PHYSICIAN Highest-paid employee | 40 | $355,170 | $0 | $20,714 |
| LINDA HOMYK | VP PATIENT CARE SERVICES Key employee | 40 | $306,800 | $0 | $45,451 |
| SHARON LOFTUS ESQ | ASST. SECRETARY Officer | 40 | $282,031 | $0 | $34,869 |
| JON ZAGORSKI | CHIEF INFORMATION OFFICER Key employee | 40 | $265,399 | $0 | $47,561 |
| LAURIE CLEMENS | VP HUMAN RESOURCES Key employee | 40 | $264,723 | $0 | $44,434 |
| GARRETT RICHARDSON | ASSOCIATE VP, FINANCE Officer | 40 | $222,290 | $0 | $12,580 |
| SCOTT M ELSTE | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SUSAN 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 |
| CHARLES KELLY ESQ | 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 |
| FRED CLERICI | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ROGER DAVIS EDD | 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)
- 720 BLACKBURN RD, SEWICKLEY, PA 15143-1459
- 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
TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.
Program accomplishments
- 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 13,856 INPATIENT ADMISSIONS, 5,457 OBSERVATION ADMISSIONS, 727 NEWBORN ADMISSIONS, AND 66,405 INPATIENT DAYS. THE FACILITIES ALSO ENCOUNTERED 91,748 EMERGENCY ROOM VISITS, 8,433 OUTPATIENT SURGERIES, 56 OPEN HEART PROCEDURES, 1,452 CARDIAC CATHETERIZATIONS AND 350,535 DIAGNOSTIC IMAGING PROCEDURES.HERITAGE VALLEY SENIOR LIVING COMMUNITY PROVIDES SENIOR LIVING CHOICES RANGING FROM INDEPENDENT LIVING, PERSONAL CARE AND MEMORY CARE. INDEPENDENT LIVING PROVIDES SENIORS WITH THEIR OWN APARTMENTS, RESTAURANT-STYLE DINING, HOUSEKEEPING AND MANY ACTIVITIES AND OTHER AMENITIES DESIGNED TO SUIT THEIR ACTIVE LIFESTYLES. THE PERSONAL CARE COMMUNITY COMBINES ALL OF THE COMFORTS OF HOME WITH THE ACTIVITY AND SECURITY OF A SMALL COMMUNITY OF CARING STAFF. RESIDENTS ENJOY A WIDE RANGE OF SOCIAL ACTIVITIES IN AN ELEGANT SETTING, ALONG WITH SPECIALLY PLANNED PROGRAMS, GOOD FOOD, FRIENDS AND 24 HOUR ASSISTANCE FROM A CARING STAFF, TAILORED TO EACH RESIDENT'S NEEDS. THE MEMORY CARE PROGRAM IS DESIGNED FOR THE SPECIFIC NEEDS OF SENIORS WITH ALZHEIMER'S OR RELATED DEMENTIA AND OFFERS A HOME-LIKE ENVIRONMENT CONDUCIVE TO BOTH EMOTIONAL HEALTH AND PHYSICAL WELL-BEING. EVERY ROOM OF OUR PROGRAM HAS BEEN DESIGNED TO STIMULATE THE SENSES AND INVOKE A FEELING OF FAMILIARITY AND WARMTH. RESIDENTS AND THEIR FAMILIES CAN ENJOY COMFORTABLE COMMON ROOMS, AS WELL AS AN ATTRACTIVE AND SECURE OUTDOOR COURTYARD.Expenses $344,364,743 · grants $269,949 · revenue $361,767,776
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
- 25-1801532
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $440,856,578
- Income (IRS master file)
- $379,886,036
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $379,182,287 | $417,596,695 | $440,856,578 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $401,405,098 | $434,396,955 | $478,257,383 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $434,086,748 | $475,038,986 | $579,718,574 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $409,712,922 | $459,547,847 | $528,358,633 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 25-1801532).
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 25-1801532.
- Is HERITAGE VALLEY HEALTH SYSTEM INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HERITAGE VALLEY HEALTH SYSTEM INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- 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 33 people; 10 received compensation from the organization, the highest $879,770 (NORMAN F MITRY, PRESIDENT & CEO).
- How much revenue does HERITAGE VALLEY HEALTH SYSTEM INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $379,182,287, expenses of $417,596,695 and total assets of $440,856,578 at year end.
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