Heritage Valley UPMC Multispecialty Group Inc (EIN 473815667) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

BRIAN FRITZ

Phone

4126472345

Tax Period

2023-07-01 to 2024-06-30

Heritage Valley UPMC Multispecialty Group Inc, founded in 2015, is a small nonprofit in the Health Care sector that reported $526K in total revenue in fiscal year 2023. Expenses of $1.3M exceeded revenue, resulting in a 147% operating deficit.

Mission

HERITAGE VALLEY/UPMC MULTISPECIALTY GROUP SEES PATIENTS WITH ALL GENERAL NEUROLOGICAL ISSUES - SEE SCHEDULE O.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $526,014

Investment Income $0

Other Revenue $0

TOTAL REVENUE $526,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $902,602

Fundraising Expenses $0

Program Expenses $1,299,452

Other Expenses $396,850

TOTAL EXPENSES $1,299,452

Year-over-Year Comparison

	2023	2022	Change
Revenue	$526,014	$536,306	0.0%
Expenses	$1,299,452	$1,330,603	0.0%
Net Income	$-773,438	$-794,297	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NORMAN MITRY	VICE PRESIDENT/ CHAIRPERSON	1.0	Officer Director	$0	$0	$0
MARSHALL WEBSTER MD	BOARD MEMBER	1.0	Director	$0	$0	$0
MICHAEL CRATTY MD	BOARD MEMBER	1.0	Director	$0	$0	$0
BRIAN FRITZ	TREASURER	1.0	Officer Director	$0	$0	$0
RICHARD WADAS MD	PRESIDENT/ VICE CHAIRPERSON	1.0	Officer Director	$0	$0	$0
LINDA HOMYK	CHIEF NURSING OFFICER	1.0	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	$526,014	$1,299,452	$152,088	$-773,438
2023	$536,306	$1,330,603	$143,692	$-794,297
2022	$951,370	$1,860,798	$208,187	$-909,428
2021	$913,559	$1,849,898	$229,430	$-936,339

Heritage Valley UPMC Multispecialty Group Inc