EXCELA HEALTH

EIN: 251471089 501(c)(3) Health Care

GREENSBURG, PA

Total Revenue
$6,260,749
Total Expenses
$6,338,984
Total Assets
$230,981,736
Net Assets
$-22,067,080
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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
PA
Principal Officer
KENNETH P DEFURIO
Phone
7246891646
Tax Period
2023-07-01 to 2024-06-30

EXCELA HEALTH, founded in 1984, is a community nonprofit in the Health Care sector that reported $6.3M in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring.

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 Service Accomplishments

Program 1
Expenses: $6,338,984 Revenue: $1,180,355

ABOUT EXCELA HEALTH IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCHEXCELA HEALTH, THE LEADING HEALTH CARE PROVIDER AND THE LARGEST EMPLOYER IN WESTMORELAND COUNTY, BROUGHT TOGETHER THREE...

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ABOUT EXCELA HEALTH IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCHEXCELA 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 2024, 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. 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.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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,180,355
Investment Income $583,021
Other Revenue $4,497,373
TOTAL REVENUE $6,260,749

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,302,495
Fundraising Expenses $0
Program Expenses $6,338,984
Other Expenses $3,036,489
TOTAL EXPENSES $6,338,984

Year-over-Year Comparison

2023 2022 Change
Revenue $6,260,749 $11,086,390 -0.4%
Expenses $6,338,984 $9,471,751 -0.3%
Net Income $-78,235 $1,614,639 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
7
Employees
9
Volunteers
7

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SEE SCHEDULE O TREASURY REG. SEC. 1.6033- 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $6,260,749 $6,338,984 $230,981,736 $-78,235
2023 $11,086,390 $9,471,751 $237,090,366 $1,614,639
2022 $12,500,183 $7,169,982 $239,842,048 $5,330,201
2021 $11,942,397 $6,810,363 $246,966,769 $5,132,034
2020 $10,562,702 $4,693,473 $139,645,232 $5,869,229
2019 $9,356,889 $6,133,593 $84,553,264 $3,223,296
2018 $10,594,011 $4,562,852 $105,618,591 $6,031,159
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