Nonprofit · EIN 25-1801534
HERITAGE VALLEY HEALTH SYSTEM FOUNDATION
Tax-exempt · MCKEES ROCKS, PA 15136
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,164,106 | $713,722 | $8,450,384 | $125,299,304 | $58,164 | $125,241,140 |
| June 30, 2024 | 990 | $13,287,215 | $35,296,408 | -$22,009,193 | $113,463,964 | $1,030,199 | $112,433,765 |
| June 30, 2023 | 990 | $4,025,769 | $2,218,954 | $1,806,815 | $135,641,948 | $782,377 | $134,859,571 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,141,179
- Program service revenue
- $0
- Investment income
- $7,940,556
- Net gain from sales of assets
- $5,816,995
- Net income from fundraising events
- $82,371
- Other revenue
- $82,371
Expenses
- Grants and similar amounts paid
- $496,893
- Other salaries and wages
- $140,332
- Salaries, compensation and benefits (total)
- $165,367
- Professional fundraising fees
- $0
- Accounting fees
- $21,105
- Program services (functional)
- $496,893
- Management and general (functional)
- $141,154
- Fundraising (functional)
- $75,675
Balance sheet and other
- Total assets, start of year
- $113,463,964
- Total assets, end of year
- $125,299,304
- Total liabilities, end of year
- $58,164
- Net assets, end of year
- $125,241,140
- Publicly traded securities
- $94,572,322
- Net assets without donor restrictions
- $104,501,481
- Net assets with donor restrictions
- $20,739,659
- Gross receipts
- $9,220,934
- Employees
- 0
- Volunteers
- 13
- 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 |
| GARRETT RICHARDSON | VICE PRESIDENT, FINANCE Officer | 2 | $0 | $222,011 | $12,428 |
| CORRIE MANJOO MD MPH | DIRECTOR/PHYSICIAN Trustee or director | 0.5 | $0 | $100,808 | $0 |
| KEVIN FLANNERY | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| BOB TERWILLIGER | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LYNN VESCIO MS BSN | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| FRED CLERICI | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| LUBNA BUKHARI MD | DIRECTOR (UNTIL 12/24) Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN EDSON ESQ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DONALD FLICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| PATRICIA KISIO | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| THOMAS LEYDIG | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GEORGE MISTOVICH DMD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CRAIG RIPPOLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TERRI TUNICK RN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMMY ZELENKO | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NORMAN MITRY | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $1,133,045 | $44,836 |
| GARRETT RICHARDSON | ASSOCIATE VP, FINANCE Officer | 2 | $0 | $210,471 | $11,808 |
| CORRIE MANJOO MD MPH | DIRECTOR/PHYSICIAN Trustee or director | 0.5 | $0 | $70,325 | $0 |
| ROBERT TERWILLIGER | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEVIN FLANNERY | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LYNN VESCIO | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| FREDERICK CLERICI | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TERRI TUNICK RN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN EDSON ESQ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| CRAIG RIPPOLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| LUBNA BUKHARI MD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHANE CONLAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GEORGE MISTOVICH DMD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TAMMY ZELENKO | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DONALD FLICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| THOMAS LEYDIG | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NORMAN MITRY | PRESIDENT & CEO Trustee or director, Officer | 2 | $0 | $760,654 | $42,768 |
| ROBERT ROSENBERGER | FORMER CFO Former | 0 | $0 | $502,040 | $6,329 |
| GARRETT RICHARDSON | ASSOCIATE VP, FINANCE Officer | 2 | $0 | $222,290 | $12,580 |
| CORRIE MANJOO MD MPH | DIRECTOR/PHYSICIAN Trustee or director | 0.5 | $0 | $97,237 | $0 |
| KEVIN FLANNERY | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| ROBERT TERWILLIGER | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| LYNN VESCIO | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| FREDERICK CLERICI | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| TERRI TUNICK RN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN EDSON ESQ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RICHARD ARCHER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| LUBNA BUKHARI MD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHANE CONLAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| GEORGE MISTOVICH DMD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| TAMMY ZELENKO | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DONALD FLICK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SHIRLEY FLICK | EX-OFFICIO DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| THOMAS LEYDIG | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ALEX SEBASTIAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 25 HECKEL RD, MCKEES ROCKS, PA 15136-1651
- Principal officer (990 for 2024)
- NORMAN F MITRY, 720 BLACKBURN ROAD, SEWICKLEY, PA 15143
- Signed the 990
- GARRETT RICHARDSON, VICE PRESIDENT, FINANCE
- Phone
- (412) 749-7121
- Website
- WWW.HERITAGEVALLEY.ORG
- Return prepared by
- RSM US LLP
Mission
SEE SCHEDULE O
Program accomplishments
- THE HERITAGE VALLEY HEALTH SYSTEM FOUNDATION PROVIDED GRANT FUNDING TO HERITAGE VALLEY BEAVER TO SUPPORT CAPITAL IMPROVEMENTS, INCLUDING THE REPLACEMENT OF AIR HANDLERS WITHIN THE MATERNITY UNIT, AS WELL AS VARIOUS COMMUNITY HEALTH INITIATIVES SUCH AS FOOD BANK SUPPORT, PATIENT TRANSPORTATION SERVICES, AND DIABETES CARE PROGRAMS.Expenses $317,777 · grants $317,777
- SCHOLARSHIPS AND MEDICATION ASSISTANCE TO INDIVIDUALS.Expenses $135,741 · grants $135,741
- HERITAGE VALLEY HEALTH SYSTEM FOUNDATION TRANSFERRED TO SEWICKLEY YMCA, A 501(C)(3) ORGANIZATION, $43,375 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.Expenses $43,375 · grants $43,375
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
- 25-1801534
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E83I)
- Assets (IRS master file)
- $125,299,304
- Income (IRS master file)
- $9,220,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,164,106 | $713,722 | $125,299,304 | IRS |
| 990 | June 2024 | $13,287,215 | $35,296,408 | $113,463,964 | IRS |
| 990 | June 2023 | $4,025,769 | $2,218,954 | $135,641,948 | XML |
| 990 | June 2022 | $9,316,079 | $2,871,077 | $124,107,725 | IRS |
| 990 | 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 25-1801534).
Questions about HERITAGE VALLEY HEALTH SYSTEM FOUNDATION
- What is the EIN of HERITAGE VALLEY HEALTH SYSTEM FOUNDATION?
- The employer identification number (EIN) of HERITAGE VALLEY HEALTH SYSTEM FOUNDATION is 25-1801534.
- Is HERITAGE VALLEY HEALTH SYSTEM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HERITAGE VALLEY HEALTH SYSTEM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HERITAGE VALLEY HEALTH SYSTEM FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended June 30, 2025 names NORMAN F MITRY.
- Who are the officers and directors of HERITAGE VALLEY HEALTH SYSTEM FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does HERITAGE VALLEY HEALTH SYSTEM FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,164,106, expenses of $713,722 and total assets of $125,299,304 at year end.
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