EXCELA HEALTH GROUP

EIN: 900759236 501(c)(3)

GREENSBURG, PA

Total Revenue
$628,106,455
Total Expenses
$530,007,412
Total Assets
$596,742,406
Net Assets
$395,714,704
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Financial Trends

Organization Details

Legal Domicile
PA
Principal Officer
KENNETH P DEFURIO
Phone
7246891646
Tax Period
2024-07-01 to 2025-06-30

EXCELA HEALTH GROUP is a major nonprofit that reported $628.1M in total revenue in fiscal year 2024. The organization ran a surplus of $98.1M, a strong 16% operating margin.

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: $497,655,028 Revenue: $609,581,352

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...

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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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $4,760,042
Program Service Revenue $599,757,200
Investment Income $9,951,537
Other Revenue $13,637,676
TOTAL REVENUE $628,106,455

Expense Breakdown

Grants Paid $0
Salaries & Benefits $222,776,699
Fundraising Expenses $0
Program Expenses $497,655,028
Other Expenses $307,230,713
TOTAL EXPENSES $530,007,412

Year-over-Year Comparison

2024 2023 Change
Revenue $628,106,455 $598,374,198 +0.0%
Expenses $530,007,412 $517,023,286 +0.0%
Net Income $98,099,043 $81,350,912 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
8
Employees
3625
Volunteers
171

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
15
$8,584,864
Total Directors
12
$4,792,285
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KENNETH P DEFURIO PRESIDENT & CEO 20.00
Officer Director
$0 $23,311 $3,637,924
PAUL BACHARACH CHAIR 4.00
Officer Director
$0 $0 $0
TIMOTHY MORGUS VICE CHAIR 3.00
Officer Director
$0 $0 $0
PATRICK HAMPSON SECRETARY (UNTIL 12/17/24) 3.00
Officer Director
$0 $0 $0
LARRY RICHERT SECRETARY 3.00
Officer Director
$0 $0 $0
JEFFREY CURRY TREASURER 3.00
Officer Director
$0 $0 $0
ANIE PERARD MD TRUSTEE (UNTIL 12/31/24)/PHYSICIAN 3.00
Director
$0 $15,460 $356,709
JOHN REEFER MD TRUSTEE 3.00
Director
$0 $0 $0
JAMES ADISEY MD TRUSTEE/PHYSICIAN 3.00
Director
$0 $32,146 $797,652
TERESA PETRICK TRUSTEE 3.00
Director
$0 $0 $0
JOHN M SPHON TRUSTEE 3.00
Director
$0 $0 $0
DEBRA THOMPSON PHD TRUSTEE 3.00
Director
$0 $0 $0
THOMAS S ALBANESI JR CPA CFO/ASSISTANT TREASURER 50.00
Officer
$663,850 $37,722 $701,572
CAROL J FOX MD CHIEF MEDICAL OFFICER 40.00
Officer
$675,147 $23,135 $698,282
BRIAN FRITZ PRESIDENT WH, LH & FH 60.00
Officer
$417,861 $33,074 $450,935
DAVID ROTTINGHAUS PHYSICIAN & PROVIDER NETWORK PRESIDENT 20.00
Officer
$0 $25,189 $738,371
MICHAEL FIORINA DO CHIEF MEDICAL OFFICER 20.00
Officer
$0 $25,326 $454,951
THOMAS GENEVRO CHIEF HUMAN RESOURCES OFFICER 20.00
Officer
$0 $15,295 $486,115
ROGER LUTZ CHIEF INFORMATION OFFICER 20.00
Officer
$0 $25,503 $438,353
WILLIAM MADDEN CHIEF OPERATING OFFICER 20.00
Officer
$0 $7,388 $436,949
PAMELA HEPP ESQ CHIEF LEGAL OFFICER 20.00
Officer
$0 $7,053 $541,412
THOMAS CHAKURDA CHIEF MARKET & COMM OFFICER 50.00
Highest
$413,597 $36,672 $450,269
LAURIE ENGLISH SR. VP, HUMAN RESOURCES 50.00
Highest
$362,988 $41,779 $404,767
MICHAEL DEBROECK DIR. ANESTHESIA SCHOOL 50.00
Highest
$268,494 $12,936 $281,430
ERICA SHAFFER VPL, POST ACUTE AMB STRAT 50.00
Highest
$258,347 $25,281 $283,628
TRACI FICK CHIEF NURSING OFFICER 40.00
Highest
$246,981 $24,682 $271,663
JEFFREY TIESI FORMER CHIEF OPERATING OFFICER 0.00
$115,385 $0 $115,385
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 $628,106,455 $530,007,412 $596,742,406 $98,099,043
2024 $598,374,198 $517,023,286 $717,703,262 $81,350,912
2023 $549,952,621 $512,755,567 $780,191,872 $37,197,054
2022 $588,194,350 $495,325,125 $728,748,728 $92,869,225
2021 $564,836,570 $473,685,609 $756,222,240 $91,150,961
2020 $490,812,823 $450,008,225 $674,401,136 $40,804,598
2019 $516,021,266 $453,037,215 $681,470,415 $62,984,051
2018 $483,237,725 $432,546,338 $686,432,759 $50,691,387
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