Nonprofit · EIN 90-0759236
EXCELA HEALTH
Also known as EXCELA HEALTH GROUP RETURN
Tax-exempt · GREENSBURG, PA 15601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $628,106,455 | $530,007,412 | $98,099,043 | $596,742,406 | $201,027,702 | $395,714,704 |
| June 30, 2024 | 990 | $598,374,198 | $517,023,286 | $81,350,912 | $717,703,262 | $341,594,972 | $376,108,290 |
| June 30, 2023 | 990 | $549,952,621 | $512,755,567 | $37,197,054 | $780,191,872 | $384,079,879 | $396,111,993 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,760,042
- of which government grants
- $1,339,226
- Program service revenue
- $599,757,200
- Investment income
- $9,951,537
- Net rental income
- $4,149,334
- Net gain from sales of assets
- $1,356,489
- Other revenue
- $13,637,676
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,515,239
- Other salaries and wages
- $177,541,118
- Salaries, compensation and benefits (total)
- $222,776,699
- Professional fundraising fees
- $0
- Legal fees
- $1,509,986
- Accounting fees
- $318,822
- Occupancy
- $6,275,894
- Travel
- $763,883
- Depreciation
- $25,723,390
- Program services (functional)
- $497,655,028
- Management and general (functional)
- $32,352,384
Balance sheet and other
- Total assets, start of year
- $717,703,262
- Total assets, end of year
- $596,742,406
- Total liabilities, end of year
- $201,027,702
- Net assets, end of year
- $395,714,704
- Land, buildings and equipment
- $190,467,682
- Publicly traded securities
- $235,354,784
- Net assets without donor restrictions
- $383,466,608
- Net assets with donor restrictions
- $12,248,096
- Gross receipts
- $630,481,132
- Employees
- 3,625
- Volunteers
- 171
- 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 |
|---|---|---|---|---|---|
| KENNETH P DEFURIO | PRESIDENT & CEO Trustee or director, Officer | 20 | $0 | $3,614,613 | $23,311 |
| JAMES ADISEY MD | TRUSTEE/PHYSICIAN Trustee or director | 3 | $0 | $765,506 | $32,146 |
| DAVID ROTTINGHAUS | PHYSICIAN & PROVIDER NETWORK PRESIDENT Officer | 20 | $0 | $713,182 | $25,189 |
| THOMAS S ALBANESI JR CPA | CFO/ASSISTANT TREASURER Officer | 50 | $663,850 | $0 | $37,722 |
| CAROL J FOX MD | CHIEF MEDICAL OFFICER Officer | 40 | $675,147 | $0 | $23,135 |
| PAMELA HEPP ESQ | CHIEF LEGAL OFFICER Officer | 20 | $0 | $534,359 | $7,053 |
| THOMAS GENEVRO | CHIEF HUMAN RESOURCES OFFICER Officer | 20 | $0 | $470,820 | $15,295 |
| MICHAEL FIORINA DO | CHIEF MEDICAL OFFICER Officer | 20 | $0 | $429,625 | $25,326 |
| BRIAN FRITZ | PRESIDENT WH, LH & FH Officer | 60 | $417,861 | $0 | $33,074 |
| THOMAS CHAKURDA | CHIEF MARKET & COMM OFFICER Highest-paid employee | 50 | $413,597 | $0 | $36,672 |
| ROGER LUTZ | CHIEF INFORMATION OFFICER Officer | 20 | $0 | $412,850 | $25,503 |
| WILLIAM MADDEN | CHIEF OPERATING OFFICER Officer | 20 | $0 | $429,561 | $7,388 |
| LAURIE ENGLISH | SR. VP, HUMAN RESOURCES Highest-paid employee | 50 | $362,988 | $0 | $41,779 |
| ANIE PERARD MD | TRUSTEE (UNTIL 12/31/24)/PHYSICIAN Trustee or director | 3 | $0 | $341,249 | $15,460 |
| ERICA SHAFFER | VPL, POST ACUTE AMB STRAT Highest-paid employee | 50 | $258,347 | $0 | $25,281 |
12 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL DEBROECK | DIR. ANESTHESIA SCHOOL Highest-paid employee | 50 | $268,494 | $12,936 |
| TRACI FICK | CHIEF NURSING OFFICER Highest-paid employee | 40 | $246,981 | $24,682 |
| JEFFREY TIESI | FORMER CHIEF OPERATING OFFICER Former | 0 | $115,385 | $0 |
| PAUL BACHARACH | CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| TIMOTHY MORGUS | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| PATRICK HAMPSON | SECRETARY (UNTIL 12/17/24) Trustee or director, Officer | 3 | $0 | $0 |
| LARRY RICHERT | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| JEFFREY CURRY | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| JOHN REEFER MD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TERESA PETRICK | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOHN M SPHON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DEBRA THOMPSON PHD | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KENNETH P DEFURIO | PRESIDENT & CEO Trustee or director, Officer | 20 | $0 | $1,082,276 | $23,946 |
| JAMES ADISEY MD | TRUSTEE/PHYSICIAN Trustee or director | 3 | $590,481 | $0 | $27,986 |
| KAREN LANG | SR. VP, EHMG Highest-paid employee | 50 | $541,149 | $0 | $28,462 |
| JEFFREY TIESI | FORMER CHIEF OPERATING OFFICER Former | 0 | $548,935 | $0 | $6,007 |
| RANDI TURKEWITZ MD | PHYSICIAN Highest-paid employee | 50 | $529,657 | $0 | $14,510 |
| THOMAS S ALBANESI JR CPA | CFO/ASSISTANT TREASURER Officer | 50 | $503,655 | $0 | $33,620 |
| CAROL J FOX MD | CHIEF MEDICAL OFFICER Officer | 40 | $511,325 | $0 | $22,697 |
| JOHN M SPHON | TRUSTEE & FORMER CEO Trustee or director, Officer | 20 | $435,322 | $0 | $27,599 |
| ANIE PERARD MD | TRUSTEE/PHYSICIAN Trustee or director | 3 | $0 | $360,954 | $20,625 |
| BRIAN FRITZ | PRESIDENT WH, LH & FH Highest-paid employee | 50 | $347,292 | $0 | $30,946 |
| DANE FICCO | SENIOR VP, EHMG (UNTIL 1/23) Highest-paid employee | 50 | $365,070 | $0 | $3,042 |
| HELEN BURNS PHD RN | FORMER CHIEF NURSING OFFICER Former | 0 | $354,458 | $0 | $6,284 |
| VASANTH BALU | SENIOR VP & CIO (UNTIL 1/23) Highest-paid employee | 50 | $324,926 | $0 | $2,568 |
| JOHN REEFER MD | TRUSTEE/PHYSICIAN Trustee or director | 40 | $0 | $247,100 | $0 |
| PAUL BACHARACH | CHAIR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| TIMOTHY MORGUS | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| PATRICK HAMPSON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| JEFFREY CURRY | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| TERESA PETRICK | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| DEBRA THOMPSON PHD | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| LARRY RICHERT | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 31 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KEN DEFURIO | PRESIDENT & CEO Trustee or director, Officer | 3 | $0 | $1,015,706 | $284,894 |
| JAMES ADISEY MD | TRUSTEE Trustee or director | 3 | $724,390 | $0 | $28,925 |
| JOHN M SPHON | TRUSTEE & CEO Trustee or director, Officer | 52 | $709,195 | $0 | $37,379 |
| JEFFREY TIESI | CHIEF OPERATING OFFICER (UNTIL 1/23) Key employee | 40 | $544,253 | $0 | $50,948 |
| CAROL J FOX MD | CHIEF MEDICAL OFFICER Key employee | 40 | $461,676 | $0 | $21,156 |
| RANDI TURKEWITZ MD | TRUSTEE (UNTIL 12/22) Trustee or director | 3 | $441,796 | $0 | $13,649 |
| THOMAS S ALBANESI JR CPA | CFO/ASSISTANT TREASURER Officer | 52 | $398,089 | $0 | $31,250 |
| DANE FICCO | SENIOR VP, EHMG (UNTIL 1/23) Highest-paid employee | 50 | $366,884 | $0 | $28,286 |
| LAURIE ENGLISH | SENIOR VP HUMAN RESOURCES Highest-paid employee | 50 | $287,470 | $0 | $36,146 |
| HELEN BURNS PHD RN | CHIEF NURSING OFFICER (UNTIL 1/23) Key employee | 49 | $292,793 | $0 | $28,088 |
| TOM CHAKURDA | CHIEF MARKETING & COMMUNIC Highest-paid employee | 50 | $281,781 | $0 | $28,349 |
| VIRGINIA ISCRUPE | NURSE Highest-paid employee | 50 | $222,472 | $0 | $18,938 |
| TRACI FICK | VP PATIENT CARE SERVICES Highest-paid employee | 50 | $214,526 | $0 | $16,337 |
| JOHN REEFER | TRUSTEE Trustee or director | 3 | $0 | $9,800 | $0 |
| PAUL BACHARACH | CHAIR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| ALFRED R REITANO | VICE CHAIR (UNTIL 12/22) Trustee or director, Officer | 3 | $0 | $0 | $0 |
| KELLEY SKOLODA | SECRETARY (UNTIL 12/22) Trustee or director, Officer | 3 | $0 | $0 | $0 |
| JEFFREY CURRY | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| ERIK J AGOSTONI CPA | TRUSTEE (UNTIL 12/22) Trustee or director | 3 | $0 | $0 | $0 |
| GEOFFREY BISIGNANI MD | TRUSTEE (UNTIL 12/22) Trustee or director | 3 | $0 | $0 | $0 |
| EDWARD DEPASQUALE CPA | TRUSTEE (UNTIL 12/22) Trustee or director | 3 | $0 | $0 | $0 |
| JACQUELINE HORRALL PHD | TRUSTEE (UNTIL 12/22) Trustee or director | 3 | $0 | $0 | $0 |
| WALID KASSIR MD | TRUSTEE (UNTIL 12/22) Trustee or director | 3 | $0 | $0 | $0 |
| MICHAEL L KESLAR | TRUSTEE (UNTIL 12/22) Trustee or director | 3 | $0 | $0 | $0 |
| MICHAEL T LORDI ESQ | TRUSTEE (UNTIL 12/22) Trustee or director | 3 | $0 | $0 | $0 |
| TERESA PETRICK | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| DEBRA THOMPSON PHD | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| PATRICK HAMPSON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| TIMOTHY MORGUS | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| LARRY RICHERT | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| ANIE PERARD | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 532 W PITTSBURGH ST, GREENSBURG, PA 15601-2239
- Principal officer (990 for 2024)
- KENNETH P DEFURIO, 532 WEST PITTSBURGH STREET, GREENSBURG, PA 15601
- Signed the 990
- THOMAS S ALBANESI JR CPA FHFMA, CFO/ASSISTANT TREASURER
- Phone
- (724) 689-1646
- Website
- WWW.INDEPENDENCE.HEALTH
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
EXCELA HEALTH, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, EXISTS TO PROVIDE A TRUSTED DELIVERY OF CARE WHICH MAKES A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH.
Program accomplishments
- ABOUT EXCELA HEALTH MAKING A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH.EXCELA HEALTH, THE LEADING HEALTH CARE PROVIDER AND THE LARGEST EMPLOYER IN WESTMORELAND COUNTY, BROUGHT TOGETHER THREE HOSPITALS IN 2004 WESTMORELAND HOSPITAL IN GREENSBURG, FRICK HOSPITAL IN MOUNT PLEASANT AND LATROBE HOSPITAL IN LATROBE WITH THE GOAL OF SERVING AS A REGIONAL HEALTH CARE SYSTEM THAT EMBODIES HIGH QUALITY, ACCESSIBILITY AND ADVANCED TECHNOLOGY LOCALLY. MORE TO THE POINT, EXCELA HEALTH SEEKS TO LIVE ITS MISSION OF "IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH" COUCHED IN VALUES KNOWN AS THE EXCELA WAY. EVIDENCE OF THOSE IDEALS CAN BE FOUND IN THE EVENTS OF FISCAL YEAR 2025, WITH THE ADDITION OF NEW CONCEPTS, SERVICES AND TECHNOLOGIES WHILE, AT THE SAME TIME, GARNERING RECOGNITION FOR ITS EFFORTS FROM NATIONAL, REGIONAL AND LOCAL ORGANIZATIONS. IN ALL CASES, THE RESULTING PROGRAMS, SERVICES AND AWARDS BENEFITTED THE AREA'S CITIZENRY AND DEMONSTRATED A FOCUS ON QUALITY MEASURES, FURTHER ENHANCING THE WAY EXCELA HEALTH PROVIDES CARE. PERHAPS MORE IMPORTANT IS THE CONTINUING ADDITION OF HIGHLY TRAINED PHYSICIANS, NURSES AND HEALTH CARE PROFESSIONALS. TOGETHER, MANAGEMENT, THE BOARD OF TRUSTEES AND MEDICAL STAFF COLLABORATE DILIGENTLY, AND THOUGHTFULLY, TO PROVIDE OUTSTANDING CARE TO THIS REGION. AS A PENNSYLVANIA NONPROFIT CORPORATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, EXCELA HEALTH WAS ORIGINALLY INCORPORATED AS SUCH EFFECTIVE JULY 1, 1984, PREVIOUSLY KNOWN AS SOUTHWEST HEALTH SYSTEM, THEN WESTMORELAND HEALTH SYSTEM, FOLLOWED BY WESTMORELAND LATROBE HEALTH PARTNERS AND, FINALLY, EXCELA HEALTH. IN ADDITION TO ITS HOSPITALS, EXCELA HEALTH ENCOMPASSES OTHER HEALTH-RELATED SUBSIDIARIES AND CONTINUES TO EXPAND AS THE NEEDS OF THE COMMUNITY DEMAND. ON JANUARY 1, 2023, EXCELA HEALTH ENTERED INTO AN AFFILIATION WITH BUTLER HEALTH SYSTEM, INC. (BHS) TO CREATE A NEW PARENT CORPORATION NAMED INDEPENDENCE HEALTH SYSTEM (IHS), WHICH HAS GOVERNANCE AUTHORITY OVER BOTH ORGANIZATIONS.Expenses $497,655,028 · revenue $609,581,352
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. 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
- 90-0759236
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Group return
- Group exemption
- 5547: EXCELA HEALTH
- Assets (IRS master file)
- $596,742,406
- Income (IRS master file)
- $630,481,132
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $628,106,455 | $530,007,412 | $596,742,406 | IRS |
| 990 | June 2024 | $598,374,198 | $517,023,286 | $717,703,262 | IRS |
| 990 | June 2023 | $549,952,621 | $512,755,567 | $780,191,872 | XML |
| 990 | June 2022 | $588,194,350 | $495,325,125 | $728,748,728 | IRS |
| 990 | 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 90-0759236).
Questions about EXCELA HEALTH
- What is the EIN of EXCELA HEALTH?
- The employer identification number (EIN) of EXCELA HEALTH is 90-0759236.
- Is EXCELA HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Which annual return does EXCELA HEALTH file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of EXCELA HEALTH 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 EXCELA HEALTH 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 EXCELA HEALTH?
- The 990 for the year ended June 30, 2025 names KENNETH P DEFURIO.
- Who are the officers and directors of EXCELA HEALTH?
- The 990 for the year ended June 30, 2025 lists 27 people; 9 received compensation from the organization.
- How much revenue does EXCELA HEALTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $628,106,455, expenses of $530,007,412 and total assets of $596,742,406 at year end.
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