Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2017 , and ending 06-30-2018
BCheck if applicable:
CName of organization
EXCELA HEALTH GROUP
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
532 WEST PITTSBURGH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENSBURG, PA15601
D Employer identification number

90-0759236
E Telephone number

G Gross receipts $ 486,538,742
F Name and address of principal officer:
JOHN SPHON
532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.EXCELAHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet5547
K Form of organization:  
L Year of formation:  
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO IMPROVE THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH, BY OFFERING QUALITY, STATE OF THE ART HEALTH CARE SERVICES, REGARDLESS OF THE PATIENT'S ABILITY TO PAY FOR THESE SERVICES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 4,345
6 Total number of volunteers (estimate if necessary) ............. 6 12
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 387,704 8,681,372
9 Program service revenue (Part VIII, line 2g) ......... 463,831,253 471,724,871
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 11,785,949 18,240,069
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,386,218 -15,408,587
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 484,391,124 483,237,725
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 210,352,932 216,431,111
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 211,542,537 216,115,227
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 421,895,469 432,546,338
19 Revenue less expenses. Subtract line 18 from line 12....... 62,495,655 50,691,387
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 678,729,992 686,432,759
21 Total liabilities (Part X, line 26)............. 427,835,477 374,477,942
22 Net assets or fund balances. Subtract line 21 from line 20..... 250,894,515 311,954,817
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO IMPROVE THE HEALTH AND WELL BEING OF EVERY LIFE WE TOUCH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 375,894,096 including grants of $   ) (Revenue $ 454,319,307 )
SEE SCHEDULE O
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet375,894,096
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I .... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part IIClick to see attachment...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part IIIClick to see attachment.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................Click to see attachment
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....Click to see attachment
28b
Yes
 
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
334
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
4,345
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
16
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTHOMAS S ALBANESI JR CPA FHFMA532 WEST PITTSBURGH STREET   GREENSBURG,PA15601 (724) 832-4040
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ROBERT ROGALSKI......................................................................
TRUSTEE & CEO
52.00
.................
8.00
X   X       583,784 0 40,404
(2) SHARON P SMITH PHD......................................................................
CHAIR
4.00
.................
 
X   X       0 0 0
(3) THOMAS L SOCHACKI......................................................................
VICE CHAIR
4.00
.................
 
X   X       0 0 0
(4) BROTHER NORMAN W HIPPS OSB......................................................................
TREASURER
3.00
.................
 
X   X       0 0 0
(5) GEOFFREY JOSEPH MD......................................................................
SECRETARY
3.00
.................
50.00
X   X       0 337,044 34,618
(6) URMI ASHAR MD MBA......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(7) ASTER ASSEFA MD......................................................................
TRUSTEE
3.00
.................
50.00
X           0 246,005 0
(8) BARBARA C HINKLE......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(9) JAMES R BREISINGER......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(10) DIRK KALP......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(11) EDWARD DEPASQUALE CPA......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(12) ERIK J AGOSTONI CPA......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(13) THOMAS M YARABINETZ......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(14) DOUGLAS E KLIONS MD......................................................................
TRUSTEE
3.00
.................
50.00
X           0 531,256 37,075
(15) WALID KASSIR MD......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(16) TERESA PETRICK......................................................................
TRUSTEE
3.00
.................
 
X           0 0 0
(17) TIMOTHY FEDELE......................................................................
CHIEF LEGAL/ASST. SECRETARY
40.00
.................
10.00
    X       402,019 0 27,280
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) THOMAS S ALBANESI JR CPA........................................................................
CFO/ASSISTANT TREASURER
52.00
.......................8.00
    X       347,605 0 29,490
(19) DAVID GAWALUCK........................................................................
CHIEF INFORMATION OFFICER
40.00
.......................10.00
      X     226,692 0 31,436
(20) MICHAEL D BUSCH........................................................................
CHIEF OPERATING OFFICER
40.00
.......................10.00
      X     381,132 0 36,525
(21) HELEN BURNS PHD RN........................................................................
TRUSTEE, CHIEF NURSING OFFICER
49.00
.......................1.00
      X     230,876 0 31,392
(22) CAROL J FOX MD........................................................................
CHIEF MEDICAL OFFICER
40.00
.......................10.00
      X     338,928 0 44,703
(23) DAVID H RICH MD........................................................................
CHIEF MEDICAL INFORMATION
40.00
.......................10.00
      X     240,733 0 29,504
(24) JOHN M SPHON........................................................................
CEO OF MEDCARE EQUIPMENT COMPANY
50.00
.......................  
        X   307,510 0 23,467
(25) ZACHARY WALTON DO........................................................................
PHYSICIAN
50.00
.......................  
        X   248,494 0 18,828
(26) LAURIE ENGLISH........................................................................
SENIOR VP HUMAN RESOURCES
50.00
.......................  
        X   234,943 0 37,907
(27) RONALD H OTT........................................................................
SR VP - COMMUNITY AND GOVE
50.00
.......................  
        X   308,858 0 28,761
(28) TIM LOCH........................................................................
SENIOR VP - EXCELA HEALTH MEDICAL GROUP
50.00
.......................  
        X   310,958 0 21,872




1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 4,162,532 1,114,305 473,262
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet109
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
QUEST DIAGNOSTICS

3 GIRALDA FARMS
MADISON,NJ07940
LAB SERVICES 2,314,743
WESTMORELAND EMERGENCY MEDICAL SPECIALIS

532 W PITTSBURGH ST
GREENSBURG,PA15601
ER PHYSICIANS 865,143
SPECIALTY CARE CARDIOVASCULAR

3100 WEST END AVE STE 800
NASHVILLE,TN37203
PERFUSION SERVICES & STAFFING 606,539
CHANGE HEALTHCARE COMM LLC

3055 LEBANON PIKE STE 1000
NASHVILLE,TN37214
IT SERVICES 574,319
FRESENIUS MEDICAL INC

475 W 13TH ST
OGDEN,UT84404
LAB SERVICES 463,005
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet39
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 8,681,372
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 8,681,372
 Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 900099 445,530,432 445,530,432    
b HOME CARE & HOSPICE REVENUE 900099 24,907,083 24,907,083    
c COUNTY PROGRAMS 900099 1,287,356 1,287,356    
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 471,724,871
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 5,276,757     5,276,757
4 Income from investment of tax-exempt bond proceedsMediumBullet 60,241     60,241
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   5,718,753 6a
b Less: rental expenses   3,301,017 6b
c Rental income or (loss)   2,417,736 6c
d Net rental income or (loss).......MediumBullet 2,417,736     2,417,736
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   12,903,071 7a
b Less: cost or other basis and sales expenses   0 7b
c Gain or (loss)   12,903,071 7c
d Net gain or (loss).........MediumBullet 12,903,071 420,759   12,482,312
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a CAFETERIA INCOME 900099 1,870,329 1,870,329    
b PHARMACY REVENUE 900099 794,149 794,149    
c SCHOOL OF ANESHESIA TUITION 900099 580,135 580,135    
d All other revenue .... -21,070,936 -21,070,936    
e Total. Add lines 11a–11d ...... MediumBullet -17,826,323
12 Total revenue. See instructions.....MediumBullet 483,237,725 454,319,307 0 20,237,046
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 3,022,503   3,022,503  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 169,403,547 145,595,068 23,808,479  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 6,493,263 5,491,478 1,001,785  
9 Other employee benefits ....... 24,729,087 21,142,830 3,586,257  
10 Payroll taxes ........... 12,782,711 10,810,585 1,972,126  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 915,690   915,690  
c Accounting ........... 291,818   291,818  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 40,268,753 27,916,667 12,352,086  
12 Advertising and promotion .... 2,197,238 2,195,066 2,172  
13 Office expenses ....... 7,007,989 4,423,787 2,584,202  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 6,267,310 5,550,719 716,591  
17 Travel ............ 975,906 878,916 96,990  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 326,757 208,396 118,361  
20 Interest ........... 5,543,230 5,543,230    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 30,340,248 30,340,248    
23 Insurance ... 4,482,960 4,482,960    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 74,093,593 74,093,593    
b EQUIPMENT RENTAL & MAIN 22,018,421 19,592,137 2,426,284  
c BAD DEBT 13,151,654 13,151,654    
d G & A COST ALLOCATION 3,696,103 223,421 3,472,682  
e All other expenses 4,537,557 4,253,341 284,216  
25 Total functional expenses. Add lines 1 through 24e 432,546,338 375,894,096 56,652,242 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ -1,246,216 1 -1,255,597
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 56,990,974 4 60,079,581
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 3,700,059 8 4,911,899
9 Prepaid expenses and deferred charges ...... 5,026,200 9 5,393,658
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 687,696,143
b Less: accumulated depreciation 10b 490,492,845 187,313,677 10c 197,203,298
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 272,963,992 12 286,131,637
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 10,075,660 14 10,796,611
15 Other assets. See Part IV, line 11 ........... 143,905,646 15 123,171,672
16 Total assets. Add lines 1 through 15 (must equal line 33)... 678,729,992 16 686,432,759
Liabilities 17 Accounts payable and accrued expenses ..... 40,425,762 17 43,427,917
18 Grants payable ...   18  
19 Deferred revenue ......... 562,846 19 892,134
20 Tax-exempt bond liabilities ......... 141,646,951 20 136,857,315
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 245,199,918 25 193,300,576
26 Total liabilities. Add lines 17 through 25.. 427,835,477 26 374,477,942
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 250,894,515 32 311,954,817
33 Total liabilities and net assets/fund balances ........ 678,729,992 33 686,432,759
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
483,237,725
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
432,546,338
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
50,691,387
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
250,894,515
5
Net unrealized gains (losses) on investments ...............
5
-1,036,105
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
11,405,020
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
311,954,817
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2019
(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2020. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART I MEMBER OF EXCELA HEALTH GROUP'S PUBLIC CHARITY STATUS: WESTMORELAND REGIONAL HOSPITAL - BOX 3 - HOSPITAL LATROBE AREA HOSPITAL, INC - BOX 3 - HOSPITAL FRICK HOSPITAL AND COMMUNITY HEALTH CENTER - BOX 3 - HOSPITAL CAREGIVERS OF SOUTHWESTERN PA- BOX 9 - PUBLICLY SUPPORTED EXCELA HEALTH HOME CARE AND HOSPICE - BOX 9 - PUBLICLY SUPPORTED
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
EXCELA HEALTH GROUP
 
Employer identification number
90-0759236
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
13,839
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
2,837
j
Total. Add lines 1c through 1i ....................................................................................................
16,676
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: A PORTION OF THE EXCELA HEALTH GROUP'S DUES TO HEALTHCARE COUNCIL AND THE HOSPITAL & HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA (HAP) ARE USED FOR LOBBYING.
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 4,248,951 6,517,175 6,525,876 6,281,078 5,453,477
b Contributions ...          
c Net investment earnings, gains, and losses 339,072 770,405 14,819 267,438 848,039
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
  3,017,417      
f Administrative expenses .... 14,395 21,212 23,520 22,640 20,438
g End of year balance ...... 4,573,628 4,248,951 6,517,175 6,525,876 6,281,078
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   12,960,652 12,960,652
b Buildings ....   248,326,785 136,864,928 111,461,857
c Leasehold improvements   17,234,959 7,597,587 9,637,372
d Equipment ....   377,681,368 322,753,498 54,927,870
e Other .....   31,492,379 23,276,832 8,215,547
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 197,203,298
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3) Other
(A) SECURITIES AND OTHER INVESTMENTS
286,131,637 F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 286,131,637
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)CHA RRG ASSETS 22,733,847
(2)DUE FROM AFFILIATES 89,918,480
(3)ASSETS HELD BY BOND TRUSTEE 5,379,342
(4)LONG TERM INVESTMENTS AT MARKET 3,353,059
(5)OTHER CURRENT ASSETS 1,786,944
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 123,171,672
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 193,300,576
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED PRIMARILY FOR SPECIFIED HOSPITAL PROGRAMS, DEPARTMENTS, RENOVATIONS, AND FACILITY EQUIPMENT AS RESTRICTED BY DONOR.
PART X, LINE 2: EXCELA HEALTH DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX PROVISIONS AT JUNE 30, 2018.
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

 

No
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    2,494,160   2,494,160 0.630 %
b Medicaid (from Worksheet 3, column a) . . . . .     54,666,772 40,020,042 14,646,730 3.700 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     57,160,932 40,020,042 17,140,890 4.330 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     1,827,476   1,827,476 0.460 %
f Health professions education (from Worksheet 5) . . .     5,316,910 4,163,697 1,153,213 0.290 %
g Subsidized health services (from Worksheet 6) . . . .     19,894,003 12,565,251 7,328,752 1.850 %
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     251,264   251,264 0.060 %
j Total. Other Benefits . .     27,289,653 16,728,948 10,560,705 2.660 %
k Total. Add lines 7d and 7j .     84,450,585 56,748,990 27,701,595 6.990 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy     16,676   16,676 0 %
8 Workforce development            
9 Other            
10 Total     16,676   16,676 0 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
3,978,836
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
202,666,943
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
202,391,758
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
275,185
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?3Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 LATROBE AREA HOSPITAL
ONE MELLON WAY
LATROBE,PA15650
X X   X     X      
2 WESTMORELAND REGIONAL HOSPITAL
532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
X X         X      
3 FRICK HOSPITAL
508 SOUTH CHURCH STREET
MT PLEASANT,PA15666
X X         X      
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 15
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.EXCELAHEALTH.ORG/COMMUNITY-WELLNESS/COMMUNITY-HEALTH-NEEDS-ASSESSMENT
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
WWW.EXCELAHEALTH.ORG/FAQS
b
WWW.EXCELAHEALTH.ORG/FAQS
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
FACILITY REPORTING GROUP - A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
PART V, SECTION B FACILITY REPORTING GROUP A
GROUP A-FACILITY 1 -- LATROBE AREA HOSPITAL, INC. PART V, SECTION B, LINE 5: TO GUIDE THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), EXCELA HEALTH FORMED A STEERING COMMITTEE THAT CONSISTED OF HOSPITAL AND COMMUNITY LEADERS WHO REPRESENTED THE BROAD INTERESTS OF THE COMMUNITY. THESE INCLUDED REPRESENTATIVES WHO UNDERSTOOD THE NEEDS AND ISSUES RELATED TO VARIOUS UNDERREPRESENTED GROUPS INCLUDING MEDICAL UNDERSERVED POPULATIONS, LOW-INCOME PERSONS, MINORITY GROUPS, AND THOSE WITH CHRONIC DISEASE NEEDS, INDIVIDUALS WITH EXPERTISE IN PUBLIC HEALTH, AND INTERNAL PROGRAM MANAGERS. PRIMARY QUALITATIVE DATA COLLECTED FOR THE CHNA INCLUDES 9 FOCUS GROUPS, 10 STAKEHOLDER INTERVIEWS, AND 526 COMPLETED COMMUNITY SURVEYS FROM MAY 2015 THROUGH APRIL 2016. THESE INDIVIDUAL AND GROUP INTERVIEWS WERE HELD WITH RESPONDENTS TO INCLUDE A VARIETY OF WESTMORELAND COUNTY RESIDENT'S INTERESTS AND VIEWPOINTS BASED ON DEMOGRAPHIC, EDUCATIONAL, AND SOCIO-ECONOMIC STATUS. THESE INCLUDED REPRESENTATION FROM SPECIFIC POPULATIONS SUCH AS THE MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY GROUPS IN EACH OF THE THREE HOSPITAL SERVICE AREAS FOR LATROBE AREA HOSPITAL, INC., WESTMORELAND REGIONAL HOSPITAL, AND FRICK HOSPITAL.
GROUP A-FACILITY 1 -- LATROBE AREA HOSPITAL, INC. PART V, SECTION B, LINE 6A: THE CHNA WAS CONDUCTED FOR ALL HOSPITALS WITHIN EXCELA HEALTH: LATROBE AREA HOSPITAL, INC., WESTMORELAND REGIONAL HOSPITAL, AND FRICK HOSPITAL.
GROUP A-FACILITY 1 -- LATROBE AREA HOSPITAL, INC. PART V, SECTION B, LINE 6B: THE CHNA WAS CONDUCTED IN COLLABORATION WITH THE CENTER FOR APPLIED RESEARCH (CFAR) AT THE UNIVERSITY OF PITTSBURGH AT GREENSBURG AND THE HEALTHY COMMUNITIES INITIATIVE (HCI) OF XEROX CORPORATION.
GROUP A-FACILITY 1 -- LATROBE AREA HOSPITAL, INC. PART V, SECTION B, LINE 11: AS WITH MOST HEATH CARE FACILITIES, EXCELA HEALTH HAS LIMITED FINANCIAL RESOURCES TO ADDRESS ALL ISSUES. EXCELA HEALTH IS PARTNERING WITH OTHER COMMUNITY AGENCIES SUCH AS THE UNITED WAY WHOSE MISSION AND RESOURCES ARE FOCUSED ON ADDRESSING THESE ADDITIONAL COMMUNITY NEEDS.
GROUP A-FACILITY 1 -- LATROBE AREA HOSPITAL, INC. PART V, SECTION B, LINE 16J: UPON DISCHARGE FROM ANY HOSPITAL, A PACKET IS PROVIDED TO PATIENTS WITH NO INSURANCE. THESE PACKETS INCLUDE A PLAIN LANGUAGE SUMMARY AND FAP APPLICATION FORM. BILLING STATEMENTS INCLUDE A NOTICE ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND HOW TO OBTAIN INFORMATION.
GROUP A-FACILITY 2 -- WESTMORELAND REGIONAL HOSPITAL PART V, SECTION B, LINE 5: TO GUIDE THE CHNA, EXCELA HEALTH FORMED A STEERING COMMITTEE THAT CONSISTED OF HOSPITAL AND COMMUNITY LEADERS WHO REPRESENTED THE BROAD INTERESTS OF THE COMMUNITY. THESE INCLUDED REPRESENTATIVES WHO UNDERSTOOD THE NEEDS AND ISSUES RELATED TO VARIOUS UNDERREPRESENTED GROUPS INCLUDING MEDICAL UNDERSERVED POPULATIONS, LOW-INCOME PERSONS, MINORITY GROUPS, AND THOSE WITH CHRONIC DISEASE NEEDS, INDIVIDUALS WITH EXPERTISE IN PUBLIC HEALTH, AND INTERNAL PROGRAM MANAGERS. PRIMARY QUALITATIVE DATA COLLECTED FOR THE CHNA INCLUDES 9 FOCUS GROUPS, 10 STAKEHOLDER INTERVIEWS, AND 526 COMPLETED COMMUNITY SURVEYS FROM MAY 2015 THROUGH APRIL 2016. THESE INDIVIDUAL AND GROUP INTERVIEWS WERE HELD WITH RESPONDENTS TO INCLUDE A VARIETY OF WESTMORELAND COUNTY RESIDENT'S INTERESTS AND VIEWPOINTS BASED ON DEMOGRAPHIC, EDUCATIONAL, AND SOCIO-ECONOMIC STATUS. THESE INCLUDED REPRESENTATION FROM SPECIFIC POPULATIONS SUCH AS THE MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY GROUPS IN EACH OF THE THREE HOSPITAL SERVICE AREAS FOR LATROBE AREA HOSPITAL, INC., WESTMORELAND REGIONAL HOSPITAL, AND FRICK HOSPITAL.
GROUP A-FACILITY 2 -- WESTMORELAND REGIONAL HOSPITAL PART V, SECTION B, LINE 6A: THE CHNA WAS CONDUCTED FOR ALL HOSPITALS WITHIN EXCELA HEALTH: LATROBE AREA HOSPITAL, INC., WESTMORELAND REGIONAL HOSPITAL, AND FRICK HOSPITAL.
GROUP A-FACILITY 2 -- WESTMORELAND REGIONAL HOSPITAL PART V, SECTION B, LINE 6B: THE CHNA WAS CONDUCTED IN COLLABORATION WITH THE CENTER FOR APPLIED RESEARCH (CFAR) AT THE UNIVERSITY OF PITTSBURGH AT GREENSBURG AND THE HEALTHY COMMUNITIES INITIATIVE (HCI) OF XEROX CORPORATION.
GROUP A-FACILITY 2 -- WESTMORELAND REGIONAL HOSPITAL PART V, SECTION B, LINE 11: AS WITH MOST HEATH CARE FACILITIES, EXCELA HEALTH HAS LIMITED FINANCIAL RESOURCES TO ADDRESS ALL ISSUES. EXCELA HEALTH IS PARTNERING WITH OTHER COMMUNITY AGENCIES SUCH AS THE UNITED WAY WHOSE MISSION AND RESOURCES ARE FOCUSED ON ADDRESSING THESE ADDITIONAL COMMUNITY NEEDS.
GROUP A-FACILITY 2 -- WESTMORELAND REGIONAL HOSPITAL PART V, SECTION B, LINE 16J: UPON DISCHARGE FROM ANY HOSPITAL, A PACKET IS PROVIDED TO PATIENTS WITH NO INSURANCE. THESE PACKETS INCLUDE A PLAIN LANGUAGE SUMMARY AND FAP APPLICATION FORM. BILLING STATEMENTS INCLUDE A NOTICE ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND HOW TO OBTAIN INFORMATION.
GROUP A-FACILITY 3 -- FRICK HOSPITAL PART V, SECTION B, LINE 5: TO GUIDE THE CHNA, EXCELA HEALTH FORMED A STEERING COMMITTEE THAT CONSISTED OF HOSPITAL AND COMMUNITY LEADERS WHO REPRESENTED THE BROAD INTERESTS OF THE COMMUNITY. THESE INCLUDED REPRESENTATIVES WHO UNDERSTOOD THE NEEDS AND ISSUES RELATED TO VARIOUS UNDERREPRESENTED GROUPS INCLUDING MEDICAL UNDERSERVED POPULATIONS, LOW-INCOME PERSONS, MINORITY GROUPS, AND THOSE WITH CHRONIC DISEASE NEEDS, INDIVIDUALS WITH EXPERTISE IN PUBLIC HEALTH, AND INTERNAL PROGRAM MANAGERS. PRIMARY QUALITATIVE DATA COLLECTED FOR THE CHNA INCLUDES 9 FOCUS GROUPS, 10 STAKEHOLDER INTERVIEWS, AND 526 COMPLETED COMMUNITY SURVEYS FROM MAY 2015 THROUGH APRIL 2016. THESE INDIVIDUAL AND GROUP INTERVIEWS WERE HELD WITH RESPONDENTS TO INCLUDE A VARIETY OF WESTMORELAND COUNTY RESIDENT'S INTERESTS AND VIEWPOINTS BASED ON DEMOGRAPHIC, EDUCATIONAL, AND SOCIO-ECONOMIC STATUS. THESE INCLUDED REPRESENTATION FROM SPECIFIC POPULATIONS SUCH AS THE MEDICALLY UNDERSERVED, LOW-INCOME OR MINORITY GROUPS IN EACH OF THE THREE HOSPITAL SERVICE AREAS FOR LATROBE AREA HOSPITAL, INC., WESTMORELAND REGIONAL HOSPITAL, AND FRICK HOSPITAL.
GROUP A-FACILITY 3 -- FRICK HOSPITAL PART V, SECTION B, LINE 6A: THE CHNA WAS CONDUCTED FOR ALL HOSPITALS WITHIN EXCELA HEALTH: LATROBE AREA HOSPITAL, INC., WESTMORELAND REGIONAL HOSPITAL, AND FRICK HOSPITAL.
GROUP A-FACILITY 3 -- FRICK HOSPITAL PART V, SECTION B, LINE 6B: THE CHNA WAS CONDUCTED IN COLLABORATION WITH THE CENTER FOR APPLIED RESEARCH (CFAR) AT THE UNIVERSITY OF PITTSBURGH AT GREENSBURG AND THE HEALTHY COMMUNITIES INITIATIVE (HCI) OF XEROX CORPORATION.
GROUP A-FACILITY 3 -- FRICK HOSPITAL PART V, SECTION B, LINE 11: AS WITH MOST HEATH CARE FACILITIES, EXCELA HEALTH HAS LIMITED FINANCIAL RESOURCES TO ADDRESS ALL ISSUES. EXCELA HEALTH IS PARTNERING WITH OTHER COMMUNITY AGENCIES SUCH AS THE UNITED WAY WHOSE MISSION AND RESOURCES ARE FOCUSED ON ADDRESSING THESE ADDITIONAL COMMUNITY NEEDS.
GROUP A-FACILITY 3 -- FRICK HOSPITAL PART V, SECTION B, LINE 16J: UPON DISCHARGE FROM ANY HOSPITAL, A PACKET IS PROVIDED TO PATIENTS WITH NO INSURANCE. THESE PACKETS INCLUDE A PLAIN LANGUAGE SUMMARY AND FAP APPLICATION FORM. BILLING STATEMENTS INCLUDE A NOTICE ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND HOW TO OBTAIN INFORMATION.
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?2
Name and address Type of Facility (describe)
1 1 - EXCELA HEALTH HOME CARE AND HOSPICE
532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
HOME CARE AND HOSPICE
2 2 - CAREGIVERS OF SOUTHWESTERN PA
532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
VARIOUS COUNTY PROGRAMS
3
4
5
6
7
8
9
10
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 6A: EXCELA HEALTH PROVIDES A REPORT TO THE COMMUNITY ANNUALLY. THE REPORT IS PUBLISHED ANNUALLY ON THE WEBSITE AS WELL AS PERIODICALLY PROVIDED THROUGH COMMUNITY MAILINGS AND LOCATED AT STRATEGIC POINTS OF SERVICE WITHIN OUR HOSPITALS SUCH AS THE EMERGENCY ROOM, ADMISSIONS, REGISTRATION, ETC.
PART I, LINE 7: THE PERCENT OF CHARITY CARE AND OTHER COMMUNITY BENEFITS IS BASED ON RATIOS OF COST TO CHARGES FROM THE MEDICARE COST REPORT.
PART I, LINE 7G: EXCELA HEALTH OFFERS A NUMBER OF CLINICS TO THE COMMUNITY SUCH AS DIABETIC, PAIN, WOUND, WELLNESS, ETC. IN ADDITION TO THESE CLINICS, EXCELA HEALTH OFFERS BOTH INPATIENT AND OUTPATIENT MENTAL HEALTH SERVICES.
PART I, LN 7 COL(F): THE BAD DEBT EXPENSE AND EXPENSES OF NON-HOSPITAL ORGANIZATIONS INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS 36,666,654.
PART I, LINE 7 THE PERCENTAGE OF TOTAL EXPENSES IS CALCULATED USING ONLY THE HOSPITALS' EXPENSES ON PART IX, LINE 25.
PART I, LINE 3B THE ORGANIZATION USES A SLIDING SCALE TO DETERMINE ELIGIBILITY FOR DISCOUNTED CARE.
PART III, LINE 4: THE PROVISION FOR BAD DEBTS IS BASED UPON MANAGEMENT'S ASSESSMENT OF HISTORICAL AND EXPECTED NET COLLECTIONS CONSIDERING BUSINESS AND ECONOMIC CONDITIONS, TRENDS IN HEALTH CARE COVERAGE, AND OTHER COLLECTION INDICATORS. PERIODICALLY THROUGHOUT THE YEAR, MANAGEMENT ASSESSES THE ADEQUACY OF THE ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS BASED UPON HISTORICAL WRITE-OFF EXPERIENCE BY PAYOR. THE RESULTS OF THIS REVIEW ARE THEN USED TO MAKE MODIFICATIONS TO THE PROVISION FOR BAD DEBTS TO ESTABLISH AN APPROPRIATE ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS.
PART III, LINE 8: MEDICARE ALLOWABLE COSTS ARE CALCULATED USING A COST-TO-CHARGE RATIO. MEDICARE MANAGED CARE COSTS ARE CALCULATED USING THE COST ACCOUNTING SYSTEM.EXCELA HEALTH PROVIDES SERVICES BELOW COST FOR PARTICIPANTS ENROLLED IN MEDICARE MANAGED CARE AND TRADITIONAL MEDICARE PROGRAMS. THE MEDICARE SHORTFALL REPORTED ON LINE 7 IS DUE TO CONTINUED CUTS IN MEDICARE REIMBURSEMENT WHILE EXCELA HEALTH CONTINUES TO INVEST IN STATE OF THE ART EQUIPMENT AND FACILITIES TO MEET THE CONTINUALLY CHANGING HEALTHCARE NEEDS OF THE COMMUNITY. EXCELA HEALTH RECEIVED $9.3 MILLION MORE IN MEDICARE PAYMENTS DURING FISCAL YEAR 2018.
PART III, LINE 9B: UPON DISCHARGE FROM ANY HOSPITAL, A PACKET IS PROVIDED TO PATIENTS WITH NO INSURANCE. THESE PACKETS INCLUDE A MEDICAL ASSISTANCE APPLICATION, PLAIN LANGUAGE SUMMARY OF THE FAP, AND FAP APPLICATION FORM. EXCELA HEALTH HAS FAP COUNSELORS WHO HELP WITH THE FAP PROCESS. THE HOSPITALS DO NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS.
PART V, SECTION B, LINE 2 THE CHNA WAS LAST CONDUCTED DURING THE ORGANIZATION'S 2015 TAX YEAR, WHICH IS EQUVIALENT TO ITS FISCAL YEAR ENDED JUNE 30, 2016. THE IMPLEMENTATION STRATEGY WAS ALSO ADOPTED DURING THAT SAME FISCAL YEAR.
PART VI, LINE 2: DURING FISCAL YEAR 2016, EXCELA HEALTH CONDUCTED A COUNTY-WIDE CHNA. THE CHNA IDENTIFIED HEALTH ISSUES AND NEEDS AND PROVIDED CRITICAL INFORMATION TO EXCELA HEALTH AND OTHERS IN A POSITION TO MAKE A POSITIVE IMPACT ON THE HEALTH OF OUR REGION'S RESIDENTS. THE RESULTS ENABLE EXCELA HEALTH TO MORE STRATEGICALLY ESTABLISH PRIORITIES, DEVELOP INTERVENTIONS AND DIRECT RESOURCES TO IMPROVE THE HEALTH OF PEOPLE LIVING IN WESTMORELAND COUNTY. IN ADDITION TO THE CHNA, EXCELA HEALTH USES INTERNAL AND EXTERNAL MARKET STUDIES TO ESTABLISH PATTERNS OF UTILIZATION OF SERVICES AND AGE OF POPULATION. EXCELA HEALTH ALSO USE SURVEY REPORTS SUCH AS PRESS GANEY TO DETERMINE WHAT AREAS ITS DOING WELL IN AND WHAT AREAS IT CAN IMPROVE ON. EXCELA HEALTH'S COMBINED MEDICAL STAFF ALSO DOES STUDIES TO DETERMINE WHAT SPECIALTY SERVICES IT NEEDS TO RECRUIT PHYSICIANS FOR, SUCH AS CARDIAC, SURGICAL, UROLOGY, INTERNAL MEDICINE AND FAMILY PRACTICE.
PART VI, LINE 3: THE FINANCIAL ASSISTANCE POLICY (FAP), PLAIN LANGUAGE SUMMARY OF THE FAP, AND FAP APPLICATION ARE AVAILABLE ON EXCELA HEALTH'S WEBSITE. PAPER COPIES OF THE FAP, PLAIN LANGUAGE SUMMARY OF THE FAP, AND FAP APPLICATION ARE AVAILABLE UPON REQUEST AND COPIES ARE IN THE EMERGENCY ROOM AND ADMISSIONS OF EACH HOSPITAL. THE HOSPITALS HAVE SIGNS THAT NOTIFY THE PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE IN THE EMERGENCY ROOM AND ADMISSIONS AREA. UPON DISCHARGE FROM ANY HOSPITAL, A PACKET IS PROVIDED TO PATIENTS WITH NO INSURANCE. THESE PACKETS INCLUDE A PLAIN LANGUAGE SUMMARY AND FAP APPLICATION FORM. BILLING STATEMENTS INCLUDE A NOTICE ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND HOW TO OBTAIN INFORMATION.
PART VI, LINE 4: EXCELA HEALTH SERVES 97 ZIP CODES IN WESTMORELAND, FAYETTE, AND INDIANA COUNTIES. THE SERVICE AREA POPULATION IS APPROXIMATELY 355,458. THE COST OF LIVING IS BELOW THE NATIONAL AVERAGE AND THE ESTIMATED MEDIAN HOUSEHOLD INCOME IS $46,700 WHICH IS ALSO BELOW THE PENNSYLVANIA AVERAGE. APPROXIMATELY 17% OF RESIDENTS IN THE SERVICE AREA LIVE IN POVERTY.
PART VI, LINE 5: THE MISSION OF EXCELA HEALTH IS TO "IMPROVE THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH". EVERY LIFE MEANS THAT EXCELA HEALTH DOES NOT DISCRIMINATE FOR RACE, RELIGION, GENDER, COLOR OR CREED AND ACCEPTS ALL PATIENTS FOR ANY SERVICES, REGARDLESS OF THE ABILITY TO PAY FOR THOSE SERVICES. EXCELA HEALTH STRIVES TO PROVIDE ITS COMMUNITIES WITH STATE OF THE ART EQUIPMENT AND FACILITIES. THIS CAN ONLY BE ACCOMPLISHED BY INVESTING ANY EXCESS IN REVENUES OVER EXPENSES EXCELA HEALTH MAY HAVE IN SECURE INVESTMENTS TO PROVIDE FOR FUTURE TECHNOLOGY, TREATMENTS OF CARE, AND MAINTAIN AGING FACILITIES. EXCELA HEALTH ENCOURAGES PATIENTS TO TELL IT WHAT IT IS DOING RIGHT AND WRONG THROUGH PATIENT SATISFACTION SURVEYS AND EXCELA HEALTH REACTS TO THOSE SURVEYS. EXCELA HEALTH STRIVES TO PROVIDE ITS PATIENTS WITH GREATER ACCESS TO CARE THROUGH OFF SITE CLINICS AND DIAGNOSTIC SERVICE CENTERS. EXCELA HEALTH ASSISTS ITS MEDICAL STAFF IN RECRUITING TOP OF THE CLASS DOCTORS TO PROVIDE SERVICES TO ITS COMMUNITY WHERE THERE IS A NEED AND A SHORTAGE OF PHYSICIANS. EXCELA HEALTH ALSO RECRUITS SPECIALTY PHYSICIANS THAT WOULD HELP TO OFFSET THE BURDEN OF CALL COVERAGE AND FOR SUCCESSION PLANNING WHICH IS ESSENTIAL FOR THE CONTINUUM OF CARE.
PART VI, LINE 6: EXCELA HEALTH IS THE PARENT ORGANIZATION OF THREE HOSPITALS (LATROBE AREA HOSPITAL, INC., WESTMORELAND REGIONAL HOSPITAL, AND FRICK HOSPITAL), A HOME HEALTH AND HOSPICE AGENCY (EXCELA HEALTH HOME CARE AND HOSPICE), AN ORGANIZATION THAT PROVIDES COUNTY ASSISTANCE TO MENTALLY CHALLENGED PATIENTS (CAREGIVERS OF SOUTHWESTERN PA), A MULTI-SPECIALTY PHYSICIAN PRACTICE GROUP (EXCELA HEALTH MEDICAL GROUP), A HOME MEDICAL EQUIPMENT COMPANY (MEDCARE EQUIPMENT COMPANY) AND TWO FOUNDATIONS (WESTMORELAND/FRICK HOSPITAL FOUNDATION AND LATROBE AREA HOSPITAL CHARITABLE FOUNDATION). ALL OF OUR SUBSIDIARIES AT EXCELA HEALTH FLY UNDER THE SAME BANNER AND SUBSCRIBE TO THE SAME MISSION STATED ABOVE. ALL OF OUR ORGANIZATIONS AT EXCELA HEALTH PROVIDE MEDICALLY NECESSARY SERVICES TO OUR COMMUNITY REGARDLESS OF THE PATIENT'S ABILITY TO PAY.
Schedule H (Form 990) 2019
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1ROBERT ROGALSKI
TRUSTEE & CEO
(i)

(ii)
571,562
-------------
0
0
-------------
0
12,222
-------------
0
21,177
-------------
0
19,227
-------------
0
624,188
-------------
0
0
-------------
0
2GEOFFREY JOSEPH MD
SECRETARY
(i)

(ii)
0
-------------
330,401
0
-------------
0
0
-------------
6,643
0
-------------
16,410
0
-------------
18,208
0
-------------
371,662
0
-------------
0
3ASTER ASSEFA MD
TRUSTEE
(i)

(ii)
0
-------------
246,005
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
246,005
0
-------------
0
4DOUGLAS E KLIONS MD
TRUSTEE
(i)

(ii)
0
-------------
491,143
0
-------------
0
0
-------------
40,113
0
-------------
18,850
0
-------------
18,225
0
-------------
568,331
0
-------------
0
5TIMOTHY FEDELE
CHIEF LEGAL/ASST. SECRETARY
(i)

(ii)
298,877
-------------
0
100,000
-------------
0
3,142
-------------
0
19,601
-------------
0
7,679
-------------
0
429,299
-------------
0
0
-------------
0
6THOMAS S ALBANESI JR CPA
CFO/ASSISTANT TREASURER
(i)

(ii)
344,246
-------------
0
0
-------------
0
3,359
-------------
0
10,810
-------------
0
18,680
-------------
0
377,095
-------------
0
0
-------------
0
7DAVID GAWALUCK
CHIEF INFORMATION OFFICER
(i)

(ii)
224,576
-------------
0
0
-------------
0
2,116
-------------
0
15,334
-------------
0
16,102
-------------
0
258,128
-------------
0
0
-------------
0
8MICHAEL D BUSCH
CHIEF OPERATING OFFICER
(i)

(ii)
361,584
-------------
0
0
-------------
0
19,548
-------------
0
19,954
-------------
0
16,571
-------------
0
417,657
-------------
0
0
-------------
0
9HELEN BURNS PHD RN
TRUSTEE, CHIEF NURSING OFFICER
(i)

(ii)
216,346
-------------
0
0
-------------
0
14,530
-------------
0
15,317
-------------
0
16,075
-------------
0
262,268
-------------
0
0
-------------
0
10CAROL J FOX MD
CHIEF MEDICAL OFFICER
(i)

(ii)
331,724
-------------
0
0
-------------
0
7,204
-------------
0
25,853
-------------
0
18,850
-------------
0
383,631
-------------
0
0
-------------
0
11DAVID H RICH MD
CHIEF MEDICAL INFORMATION
(i)

(ii)
239,941
-------------
0
0
-------------
0
792
-------------
0
11,017
-------------
0
18,487
-------------
0
270,237
-------------
0
0
-------------
0
12JOHN M SPHON
CEO OF MEDCARE EQUIPMENT COMPANY
(i)

(ii)
228,916
-------------
0
0
-------------
0
78,594
-------------
0
22,679
-------------
0
788
-------------
0
330,977
-------------
0
0
-------------
0
13ZACHARY WALTON DO
PHYSICIAN
(i)

(ii)
221,588
-------------
0
0
-------------
0
26,906
-------------
0
12,867
-------------
0
5,961
-------------
0
267,322
-------------
0
0
-------------
0
14LAURIE ENGLISH
SENIOR VP HUMAN RESOURCES
(i)

(ii)
223,981
-------------
0
0
-------------
0
10,962
-------------
0
21,804
-------------
0
16,103
-------------
0
272,850
-------------
0
0
-------------
0
15RONALD H OTT
SR VP - COMMUNITY AND GOVE
(i)

(ii)
238,170
-------------
0
0
-------------
0
70,688
-------------
0
14,049
-------------
0
14,712
-------------
0
337,619
-------------
0
0
-------------
0
16TIM LOCH
SENIOR VP - EXCELA HEALTH MEDICAL GR
(i)

(ii)
307,981
-------------
0
0
-------------
0
2,977
-------------
0
5,174
-------------
0
16,698
-------------
0
332,830
-------------
0
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: RONALD H. OTT - $66,035
PART I, LINE 7 EXCELA HEALTH'S EMPLOYEES MAY RECEIVE A BONUS BASED ON INCREASED PATIENT SATISFACTION AND OTHER PERFORMANCE INDICATORS.
Schedule J (Form 990) 2019

Additional Data


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Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number
90-0759236
Part Ⅰ
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A WESTMORELAND COUNTY INDUSTRIAL DEVELOPMENT
 
25-1433993 961008PU7 03-26-2005 15,135,000 REFINANCE PNC LOAN   X   X   X
B WESTMORELAND COUNTY INDUSTRIAL DEVELOPMENT
 
25-1433993 961008RJ0 06-01-2010 60,170,000 REFINANCE SERIES 2005 B FRICK HOSPITAL 1997 BOND ADVANCED REFUNDING   X   X   X
C WESTMORELAND COUNTY INDUSTRIAL DEVELOPMENT
 
25-1433993 961008RK7 06-01-2010 21,200,000 NEW DEBT TO FINANCE HOSPITAL ACQUISITION AND OTHER HOSPITAL PROJECT   X   X   X
D WESTMORELAND COUNTY INDUSTRIAL DEVELOPMENT
 
25-1433993   06-24-2015 70,000,000 REFINANCE PNC LOAN, RENOVATIONS, FUNDING RESERVES, COSTS OF ISSUANCE   X   X   X
Part Ⅱ
Proceeds
A B C D
1 Amount of bonds retired ..................        
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 15,135,000 60,170,000 21,200,000 70,000,000
4 Gross proceeds in reserve funds .............   5,298,913    
5 Capitalized interest from proceeds .............       1,598,582
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 212,603 719,790 201,636 247,559
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds .............       18,865,902
11 Other spent proceeds .............        
12 Other unspent proceeds .............        
13 Year of substantial completion .............
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2018, a current refunding issue)? ........
               
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2018, an advance refunding issue)? ........
               
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part Ⅲ
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X   X   X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 2
Part Ⅲ
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X   X   X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet        
6 Total of lines 4 and 5 .............        
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part Ⅳ
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? ..... X     X X     X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue? X     X   X   X
b Name of provider .......... WELLS FARGO
 
 
 
 
 
 
 
c Term of hedge ......... 2225.0000000000 %      
d Was the hedge superintegrated? ......   X            
e Was the hedge terminated? ........   X            
Schedule K (Form 990) 2019

Schedule K (Form 990) 2019
Page 3
Part Ⅳ
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part Ⅴ
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part Ⅵ
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
DATE REBATE COMPUTATION PERFORMED ISSUER NAME: WESTMORELAND COUNTY INDUSTRIAL DEVELOPMENT DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2016 ISSUER NAME: WESTMORELAND COUNTY INDUSTRIAL DEVELOPMENT DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2016 ISSUER NAME: WESTMORELAND COUNTY INDUSTRIAL DEVELOPMENT DATE THE REBATE COMPUTATION WAS PERFORMED: 07/01/2016 ISSUER NAME: WESTMORELAND COUNTY INDUSTRIAL DEVELOPMENT DATE THE REBATE COMPUTATION WAS PERFORMED: 06/23/2016
SCHEDULE K SUPPLENTAL INFORMATION PART 1, B, F - SERIES 2005 C, WESTMORELAND HOSPITAL CAPITAL PROJECTS BOND REFUNDING AND SERIES 2005 E, WESTMORELAND HOSPITAL 1986 BOND REFUNDING
Schedule K (Form 990) 2019

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Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e) Original principal amount (f) Balance due (g) In default? (h) Approved by board or committee? (i) Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2019
Schedule L (Form 990 or 990-EZ) 2019
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JIM BREISINGER JAMES R. BREISINGER, CHAIR/BOARD MEMBER - FAMILY MEMBER 301,897 EMPLOYEE OF LATROBE HOSPITAL   No
(2)  
 
        No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 ROBERT ROGALSKI & TOM YARABINETZ SERVE ON THE BOARD OF DIRECTORS FOR UNIVERSITY OF PITTSBURGH AT GREENSBURG.
FORM 990, PART VI, SECTION B, LINE 11B EXCELA HEALTH HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C A WEB-BASED SOFTWARE PROGRAM IS USED TO ADMINISTER A CONFLICT OF INTEREST DISCLOSURE FORM AND QUESTIONNAIRE ANNUALLY TO ALL BOARD TRUSTEES, KEY EMPLOYEES AND CERTAIN OTHER DIRECTORS, MANAGERS AND CONTRACTED PHYSICIANS. COMPLIANCE IN COMPLETING THE FORM IS REQUIRED AT 100% FOR OFFICERS, TRUSTEES AND KEY EMPLOYEES. THE DISCLOSURES ARE REVIEWED BY THE COMPLIANCE OFFICER, CHIEF LEGAL OFFICER AND CERTAIN BOARD COMMITTEES. ADDITIONALLY, THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS SHARED WITH EMPLOYEES, MEDICAL STAFF AND BUSINESS PARTNERS THROUGH ONE OR MORE OF THE FOLLOWING METHODS: POSTING ON THE ORGANIZATION'S INTRANET WEBSITE, ON THE ORGANIZATION'S PUBLIC WORLD WIDE WEBSITE, IN ITS POLICY MANUAL AND IN ITS CORPORATE CODE. REPORTS AND SUBSEQUENT FINDINGS OF NON-COMPLIANCE RESULT IN DISCIPLINARY ACTION THROUGH HUMAN RESOURCES, THE OFFICE OF MEDICAL AFFAIRS, OR THROUGH COMPANY SANCTIONS TOWARDS BUSINESS PARTNERS.
FORM 990, PART VI, SECTION B, LINE 15 AFTER THE CLOSE OF EACH FISCAL YEAR, AND SUBJECT TO APPLICABLE LAW, THE HUMAN RESOURCES COMMITTEE OF THE BOARD MAY COMMISSION AN EXECUTIVE COMPENSATION STUDY BE COMPLETED USING DATA OBTAINED FROM OUTSIDE PARTIES AND OTHER PUBLIC RECORDS TO DETERMINE THE MARKET COMPETITIVENESS, APPROPRIATENESS AND REASONABLENESS OF EACH PAY ELEMENT AND THE AGGREGATE TOTAL COMPENSATION PACKAGE. THE HUMAN RESOURCES COMMITTEE PRESENTS THE STUDY'S FINDINGS AND ANY RECOMMENDED CHANGES TO THE EXECUTIVE COMMITTEE FOR APPROVAL.
FORM 990, PART VI, SECTION C, LINE 18 EXCELA HEALTH AND MEMBERS OF EXCELA HEALTH GROUP MAKES ITS FORM 990, FORM 990-T, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE AT EXCELAHEALTH.ORG.
FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, EXCELA HEALTH AND MEMBERS OF EXCELA HEALTH GROUP DO NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XI, LINE 9: CHANGE IN ADDITIONAL MINIMUM PENSION LIABILITY 45,816,000. OTHER -4,359,980. NET ASSETS RELEASED FROM RESTRICTION FOR OPERATIONS -247,000. TRANSFER TO AFFILIATES -29,804,000.
FORM 990, PART XII, LINE 2C: EXCELA HEALTH HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS: ABOUT EXCELA HEALTH IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE 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. STAYING THE COURSE, EXCELA HEALTH CONTINUES TO BELIEVE ITS SUCCESS IS ROOTED IN SAFE AND EFFICIENT PATIENT-CENTERED CARE DRIVEN BY VALUE-BASED BEHAVIORS. 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 FY 2018, 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 WAS THE CONTINUING ADDITION OF HIGHLY TRAINED PHYSICIANS, NURSES AND HEALTH CARE PROFESSIONALS WHO CONTINUOUSLY BRING ITS MISSION TO LIFE WHILE TOGETHER, MANAGEMENT, THE BOARD OF TRUSTEES AND MEDICAL STAFF COLLABORATE DILIGENTLY, AND THOUGHTFULLY, TO PROVIDE OUTSTANDING CARE TO THIS REGION. ALL IN A DAY'S WORK AT EXCELA HEALTH AS THE EXTRAORDINARY IS EMBRACED AS ROUTINE BY THE 5,251 EMPLOYEES, 500 PHYSICIANS, 229 ALLIED HEALTH PROFESSIONALS, 24 FAMILY MEDICINE RESIDENTS, AND 944 VOLUNTEERS AND AUXILIANS WHO ARE THE LIFE'S BLOOD OF THE HEALTH SYSTEM. AS A PENNSYLVANIA NON-PROFIT 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. THE TRADITION OF PROVIDING CARE IN NEIGHBORHOODS AND COMMUNITIES CONTINUES SO ACCESSIBILITY AND CONVENIENCE ARE MORE THAN JUST AN IDEA THEY ARE AN IDEAL BROUGHT TO LIFE FOR THE GOOD OF ALL CONSTITUENTS. ACROSS WESTMORELAND COUNTY AND BEYOND, EXCELA HEALTH OUTPATIENT REHABILITATION FOR OUTPATIENT PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY, QUIKDRAW AND QUIKDRAW PLUS FOR ROUTINE BLOOD WORK, IMAGING AND DIAGNOSTICS, AND EXCELA'S NETWORK OF PRIMARY CARE PHYSICIANS AND SPECIALISTS OFFER HIGH QUALITY CARE AND SERVE AS EXAMPLES OF WHAT MEDICAL CARE IS ALL ABOUT - PROVIDING TREATMENT EFFICIENTLY AND EFFECTIVELY WITH THE OBJECTIVE OF MINIMIZING AND/OR RESOLVING THE DETRIMENTAL EFFECTS OF A GIVEN CONDITION SO INDIVIDUALS CAN LEAD THE BEST LIFE POSSIBLE. BUT "CONDITIONS" ENCOMPASS MORE THAN THE PHYSICAL; THEY INCLUDE THE PSYCHOSOCIAL/EMOTIONAL ASPECTS OF GOOD HEALTH AS WELL. THE BEHAVIORAL HEALTH TEAM, WITH SERVICES OFFERED AT THE LATROBE AND WESTMORELAND HOSPITAL CAMPUSES, ALSO REACHES INTO THE COMMUNITY TO AID THOSE IN CRISIS. DURING FISCAL 2018, EXCELA HEALTH BEHAVIORAL HEALTH SERVICES PROVIDED THE FOLLOWING COMMUNITY SERVICES: 1. THE SCHOOL-BASED MENTAL HEALTH PROGRAM (OUT OF THE LATROBE HOSPITAL CAMPUS) OPERATES FULLY FUNCTIONAL OUTPATIENT CLINICS IN SIX WESTMORELAND COUNTY SCHOOL DISTRICTS INCLUDING DERRY, LATROBE, LIGONIER VALLEY, HEMPFIELD, SOUTHMORELAND AND MOUNT PLEASANT. TEN LICENSED MENTAL HEALTH PROFESSIONALS, A PART-TIME PSYCHIATRIST, AND TWO NURSE PRACTITIONERS PROVIDE SERVICES IN THE SCHOOL SETTING. EACH SCHOOL SITE IS LICENSED BY THE PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE OFFICE OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES (OMHSAS) AS SATELLITE CLINICS OF THE LATROBE HOSPITAL CHILD OUTPATIENT CLINIC. CURRENTLY, THERE ARE 528 CHILDREN IN TREATMENT IN THIS SCHOOL-BASED PROGRAM. 2. NURSING HOME SUPPORT - MOBILE MEDICATION EDUCATION AND MONITORING PROGRAM, BASED AT THE WESTMORELAND HOSPITAL CAMPUS, IS A COMMUNITY PSYCHIATRIC NURSING PROGRAM PROVIDING IN-HOME/COMMUNITY PSYCHIATRIC NURSING SERVICES. THE PROGRAM TARGETS PRIORITY POPULATIONS (AN OMHSAS DESIGNATION) WHO WOULD OTHERWISE BE AT-RISK FOR STATE HOSPITAL ADMISSION AS WELL AS SERVING AS THE FIRST POINT OF FOLLOW-UP FOR INDIVIDUALS DISCHARGED FROM STATE HOSPITALS. THERE ARE NINE RNS AND ONE AIDE ATTACHED TO THIS PROGRAM, WHICH IS LICENSED BY THE PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE OFFICE OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES (OMHSAS) AS A SATELLITE OF THE WESTMORELAND HOSPITAL OUTPATIENT CLINIC. IN FY 2018, 159 INDIVIDUALS WERE SERVED IN THE MME PROGRAM. 3. THE CRISIS RESPONSE CENTER (CRC), LOCATED ON THE WESTMORELAND HOSPITAL CAMPUS, IS THE NEWEST ADDITION TO EXCELA HEALTH SERVICES AND OPENED MARCH 25, 2013. IT IS AN ENHANCED EXPANSION OF THE OFFICE-BASED CRISIS WALK-IN SERVICES THAT HAD BEEN PROVIDED PREVIOUSLY THROUGH THE OUTPATIENT CLINIC. IT WAS DEVELOPED TO PROVIDE AN ALTERNATIVE TO EMERGENCY ROOM TREATMENT FOR INDIVIDUALS IN PSYCHIATRIC CRISIS. COMBINED, THE EXCELA HEALTH EMERGENCY DEPARTMENTS SEE APPROXIMATELY 3,600 INDIVIDUALS IN PSYCHIATRIC CRISIS EACH YEAR; AT LEAST 60 PERCENT DO NOT MEET THE CRITERIA FOR INPATIENT ADMISSION AND ARE DISCHARGED FROM THE EMERGENCY DEPARTMENT INTO THE COMMUNITY. THE AMOUNT OF TIME NECESSARY TO ADDRESS THIS POPULATION HAD SIGNIFICANT IMPACT ON EMERGENCY DEPARTMENT THROUGHPUT AND INCREASED THE STRESS LEVEL AMONG EMERGENCY STAFF, WHO WERE NOT TRAINED SPECIFICALLY TO DEAL WITH THE PSYCHIATRIC PATIENT. THE PROGRAM UTILIZES AN EVIDENCE-BASED PRACTICE FOR PSYCHIATRIC CRISIS KNOWN AS THE "LIVING ROOM MODEL AND WAS DEVELOPED UNDER THE PRACTICE GUIDELINES FOR PSYCHIATRIC CRISIS, PUBLISHED IN 2009 BY THE SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION (SAMHSA) OF THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS). THE PROGRAM IS INDEPENDENTLY LICENSED BY THE PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE OFFICE OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES (OMHSAS) BUT MUST BE ATTACHED TO AN UNDERLYING PSYCHIATRIC OUTPATIENT CLINIC. THE CRC IS ATTACHED TO THE LICENSE OF THE WESTMORELAND HOSPITAL OUTPATIENT PSYCHIATRIC CLINIC. THE CRISIS RESPONSE CENTER PROVIDED SERVICES TO 787 INDIVIDUALS THIS YEAR. 4. BEHAVIORAL HEALTH OPERATES A FIVE-WEEK SUMMER CAMP, CALLED CAMP FOCUS, WHICH SERVED 158 CHILDREN FROM THE LATROBE, DERRY, MOUNT PLEASANT AND LIGONIER VALLEY SCHOOL DISTRICTS IN FY 2018. THE CAMP OFFERS AN ALTERNATIVE FOR SCHOOL AGE CHILDREN SO MENTAL HEALTH TREATMENT, GROWTH AND LEARNING CAN CONTINUE DURING THE SUMMER MONTHS. THE DAY CAMP FEATURES INDIVIDUALIZED PLANS OF CARE TO RESOLVE A CHILD'S DIFFICULTIES MORE EXPEDIENTLY AND PROVIDES AN OPPORTUNITY TO APPLY AND REFINE SKILLS DEVELOPED THROUGHOUT THE YEAR. EXPENSES FOR THE CAMP TOTALED $22,777 IN FY 2018. 5. THE BEHAVIORAL HEALTH STAFF MEMBERS ALSO PROVIDE VARIOUS TRAININGS, IN-SERVICES AND CONSULTATIONS INCLUDING QUARTERLY PRESENTATIONS TO THE BARIATRIC SURGERY SUPPORT GROUP AND AN ANNUAL CHILDREN'S WELLNESS SYMPOSIUM. EXCELA CAREGIVERS OF SOUTHWESTERN PA BEHAVIORAL HEALTH CAREGIVERS IS A SEPARATE, NOT-FOR-PROFIT (501C3) ORGANIZATION, OPERATED AS A SUBSIDIARY OF EXCELA HEALTH AND UNDER THE DIRECTION/SUPERVISION OF THE DIRECTOR OF BEHAVIORAL HEALTH. AS MEMBERS OF THE UNITED STATES PSYCHIATRIC REHABILITATION RECOVERY PROGRAM (USPRA), THE CAREGIVERS RECOVERY PROGRAMS ARE NATIONALLY RENOWNED AS MODELS OF BEST PRACTICE AND EVIDENCE-BASED IMPLEMENTATION IN THE OPERATION OF PEER-DRIVEN, PATIENT-CENTERED PROGRAMMING. CAREGIVERS IS THE LARGEST COMMUNITY-BASED RECOVERY PROGRAM IN SOUTHWESTERN PENNSYLVANIA. CAREGIVERS IS LOCATED AT 1037 COMPASS CIRCLE, SUITE 102, GREENSBURG, PA., AND ALL PROGRAMS ARE INDEPENDENTLY LICENSED BY THE PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE, OFFICE OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES (OMHSAS) AND ACCREDITED BY USPRA. ADDITIONALLY, THE CLUBHOUSE IS ACCREDITED BY THE INTERNATIONAL COALITION FOR CLUBHOUSE DESIGN (ICCD), A SWEDISH-BASED ORGANIZATION THAT OVERSEES FIDELITY TO THE EVIDENCE BASE OF THE CLUBHOUSE MODEL IN THE U.S. THE INDIVIDUAL PROGRAMS ARE: CLUBHOUSE THE CLUBHOUSE IS A MEMBER-DRIVEN BODY WHERE MEMBERS AND STAFF WORK SIDE BY SIDE IN A NUMBER OF SOCIAL, EDUCATIONAL AND VOCATIONAL REHABILITATION PROGRAMS. IT SERVES INDIVIDUALS WHO HAVE REACHED A POINT IN THEIR RECOVERY WHERE THEY ARE READY TO RESUME THE PATH THEY WERE ON PRIOR TO THE ACUTE STAGE OF THEIR ILLNESS. IT PROVIDES EDUCATIONAL COUNSELING AND SUPPORTIVE SERVICES FOR INDIVIDUALS SEEKING TO RETURN TO HIGH SCHOOL OR COLLEGE AND OPERATES BOTH A TRANSITIONAL EMPLOYMENT PROGRAM AND A SUPPORTIVE EMPLOYMENT PROGRAM. THE CLUBHOUSE CURRENTLY SERVES 38 CLIENTS.
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) EACH OF THESE INDIVIDUALS HAS DEVELOPED THEIR OWN PERSON-CENTERED PLAN THAT CHARTS A PERSONAL COURSE TO WELLNESS. PSYCHIATRIC REHABILITATION THE MISSION OF WESTMORELAND PSYCH REHAB IS TO PROMOTE A SYSTEM OF INTEGRATED AND HOLISTIC SERVICES TO SUPPORT MENTAL HEALTH RECOVERY SO THAT INDIVIDUALS WITH MENTAL ILLNESS ARE ABLE TO ACHIEVE SUCCESS AND SATISFACTION IN THE LIVING, WORKING, LEARNING AND SOCIAL ENVIRONMENTS OF THEIR CHOICE. THIS IS ACCOMPLISHED THROUGH PSYCHO-EDUCATION, SKILL ACQUISITION AND SOCIAL NETWORKING. PSYCHIATRIC REHABILITATION IS A GROUP THERAPY-BASED DAY PROGRAM, RUN BY RECOVERING CONSUMERS IN CONJUNCTION WITH MENTAL HEALTH PROFESSIONALS. THE PSYCHIATRIC REHABILITATION PROGRAM PROVIDES 15 PSYCHO-EDUCATIONAL AND SKILL DEVELOPMENT GROUPS EACH WEEK. THE GROUP SETTING FACILITATES A SHARING OF EXPERIENCES AND PROVIDES SUPPORT FOR THE INDIVIDUALS ON THEIR JOURNEY TO RECOVERY. THE PROGRAM CURRENTLY SERVES APPROXIMATELY 45 CONSUMERS. MOBILE PSYCHIATRIC REHABILITATION MOBILE PSYCHIATRIC REHABILITATION IS THE SMALLEST OF THE CAREGIVERS PROGRAMS WITH ONE PRACTITIONER ASSIGNED TO IT. THIS PROGRAM PROVIDES MORE INDIVIDUALIZED SUPPORT AND REHABILITATIVE OPPORTUNITIES, AND SERVES AS A TRANSITIONAL SERVICE TO CONSUMERS NOT YET READY FOR THE OPEN ISSUE IDENTIFICATION THAT OCCURS IN THE GROUP-BASED PSYCHIATRIC REHABILITATION PROGRAMS. THERE ARE CURRENTLY NINE INDIVIDUALS PARTICIPATING IN THIS PROGRAM. WEST PLACE DROP-IN CENTER WEST PLACE IS A MEMBER-GOVERNED SOCIAL GATHERING PLACE OFFERING AN ENVIRONMENT IN WHICH CONSUMERS CAN INTERACT SOCIALLY AND BECOME INVOLVED IN ADVOCACY AND COMMUNITY SERVICE OPPORTUNITIES. MEMBERSHIP IN THE PROGRAM PROVIDES OPPORTUNITIES FOR NETWORKING, FOSTERS ACCEPTANCE AND MITIGATES THE ISOLATION FELT BY SO MANY INDIVIDUALS WITH MENTAL ILLNESS WHO ARE ENGAGED IN THE RECOVERY PROCESS. WEST PLACE PROVIDES A SENSE OF COMMUNITY AND SERVES ALMOST 400 MEALS EACH MONTH TO THE MEMBERS. BY PARTNERING WITH THE LOCAL FOOD BANK, THE PROGRAM IS ABLE TO PROVIDE A NUTRITIOUS, WELL-BALANCED MEAL AT A NOMINAL COST. ALSO, THE SENSE OF COMMUNITY IS ENHANCED THROUGH HOLIDAY CELEBRATIONS WITH THIS PAST EASTER BOASTING 65 MEMBERS ATTENDING A HOLIDAY DINNER. IN LATE 2017, 120 INDIVIDUALS PARTICIPATED IN THE WEST PLACE PROGRAM, WHICH IS OPERATIONAL EACH EVENING FROM 4 TO 8 P.M. WITH SPECIAL ACTIVITIES OFFERED ON SATURDAYS. EXCELA HEALTH JOINTWORKS AT LATROBE AND WESTMORELAND HOSPITALS INCORPORATES CURRENT CARE FOR JOINT REPLACEMENT PATIENTS WITH UP-TO-THE-MINUTE TECHNIQUES AND TREATMENTS. JOINTWORKS, A PROGRAM THAT OFFERS A COMFORTABLE, ENJOYABLE AND RAPID JOINT REPLACEMENT EXPERIENCE, FEATURES A WELCOMING ENVIRONMENT AND ALLOWS THE PATIENT TO GO THROUGH THE THERAPY AND RECOVERY PROCESS WITH A FAMILY MEMBER WHO CAN ENCOURAGE THE PATIENT THROUGHOUT THAT TIME. THE PROGRAM LIVES THE CONCEPT OF A TEAM EFFORT AS ORTHOPEDIC SURGEONS, CAREGIVERS AND THERAPISTS IN THE HOSPITAL, HOME AND OUTPATIENT SETTINGS WORK CLOSELY WITH THE PATIENT AND FAMILY FOR THE BEST POSSIBLE OUTCOME. FROM PRE-CONDITIONING EXERCISE TO HOME CARE FOLLOW-UP, JOINTWORKS PRESENTS A SEAMLESS APPROACH TO JOINT REPLACEMENT. WITHIN THE WESTMORELAND COUNTY MARKET AREA LIES A POPULATION OF NEARLY 162,208 INDIVIDUALS AGE 50 AND OLDER. ACCORDING TO THE 2017 STATE ESTIMATE, THE WESTMORELAND COUNTY POPULATION NUMBERS 352,627 SO THAT CURRENTLY, OLDER CITIZENS COMPRISE JUST UNDER ONE-HALF OF OUR SERVICE AREA POPULATION. AND THAT PERCENTAGE WILL INCREASE IN COMING YEARS. CONSIDERING THAT THE AGE RANGE FOR MOST HIP AND KNEE REPLACEMENT SURGERY IS 50 TO 80 YEARS OF AGE AS NOTED BY THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS, EXCELA HEALTH SHOULD CONTINUE TO SEE A RISE IN THOSE PROCEDURES AS WELL AS OTHER ORTHOPEDIC AND REHABILITATIVE SERVICES. MINIMALLY INVASIVE SURGERY, TOO, REMAINS A VIABLE OPTION FOR THOSE NEEDING SURGERY AND IS AVAILABLE AT THE HOSPITALS OF EXCELA HEALTH AS WELL AS THE OUTPATIENT SITES AT EXCELA SQUARE AT NORWIN AND LAUREL SURGICAL CENTER. WITH A SECOND ROBOT AT WESTMORELAND HOSPITAL IN ADDITION TO THE FIRST DA VINCI ROBOTIC SURGICAL SYSTEM AT LATROBE HOSPITAL, THIS FORM OF SURGERY CONTINUES TO GROW IN POPULARITY, WITH TRAINED GENERAL, GYNECOLOGIC, THORACIC AND UROLOGIC SURGEONS PERFORMING PROCEDURES SUCH AS HYSTERECTOMY; UTERINE FIBROID REMOVAL; PROSTATE/PROSTATE CANCER SURGERIES; BLADDER AND KIDNEY SURGERIES; COLORECTAL, HIATAL HERNIA/ESOPHAGEAL (ACID REFLUX) SURGERY; GALLBLADDER AND HERNIA SURGERIES, AND OTHERS. LATE IN 2014, THE SYSTEM ADDED A ROBOTIC THORACIC SURGEON TO ITS MEDICAL STAFF, WIDENING THE SCOPE OF SERVICES FOR THE POPULATION. THE DEVICE GREATLY AIDS IN PATIENT RECOVERY AND THE PHYSICIAN'S ABILITY TO PERFORM PROCEDURES WITH GREATER PRECISION AND VISIBILITY. EXCELA LATROBE HAS OFFERED ROBOTIC SURGERY SINCE 2009, WITH PROCEDURES INCREASING YEAR OVER YEAR. IN FISCAL YEAR 2018 ALONE FOR BOTH FACILITIES, 639 PATIENTS (377 AT LATROBE HOSPITAL; 262 AT WESTMORELAND HOSPITAL) AVAILED THEMSELVES OF THIS ADVANCED SURGICAL TECHNOLOGY. QUALITY AND SAFETY EFFORTS EXCELA HEALTH IS ALWAYS KEENLY AWARE OF QUALITY AND PATIENT SAFETY, AS EVIDENCED BY THE NEW INITIATIVES AND PROGRAMS UNDERTAKEN IN FY 2018 TO RAISE THE BAR EVEN HIGHER. AS SUCH, THE FOLLOWING WAS INSTITUTED AND, IN SOME CASES, MADE NOTE OF BY EXTERNAL AGENCIES. 1. EXCELA HEALTH HOME CARE & HOSPICE HOSTED A CONTINUING EDUCATION COURSE IN MAY 2018 CALLED "THE ETHICAL BRIDGE IN PATIENT-CENTERED CARE: NAVIGATING ACROSS CULTURAL AND RELIGIOUS DIVERSITY". THIS SESSION PROVIDED INFORMATION ABOUT BRIDGING THE ETHICAL GAPS IN PATIENT-CENTERED CARE THAT ACKNOWLEDGES AND AFFIRMS CULTURAL AND RELIGIOUS DIFFERENCES FOR MORE EFFECTIVE AND MEANINGFUL PATIENT CARE. 2. EXCELA HEALTH HOSTED ITS ANNUAL EMPLOYER-FOCUSED HEALTH CARE SYMPOSIUM APRIL 20, 2018, AT EXCELA SQUARE AT LATROBE. TITLED "UNCONSCIOUS BIAS: A FOCUS ON RECRUITING A DIVERSE WORKPLACE AND CREATING A CULTURE OF ACCEPTANCE", WESTMORELAND COUNTY BUSINESS AND INDUSTRY PERSONNEL LEARNED HOW UNCONSCIOUS BIAS CAN STYMIE DIVERSITY, RECRUITING AND RETENTION EFFORTS, AND UNKNOWINGLY SHAPE AN ORGANIZATION'S CULTURE. PANEL PRESENTATIONS BY EXCELA HEALTH PHYSICIANS AND MEMBERS OF THE WESTMORELAND COUNTY DIVERSITY COALITION HIGHLIGHTED THE COMMUNITY'S ADVANCEMENTS IN ACCEPTANCE AND WHAT STILL NEEDS TO BE DONE. SERVING AS KEYNOTE SPEAKER WAS PAM CONNELLY, VICE CHANCELLOR FOR DIVERSITY AND INCLUSION, UNIVERSITY OF PITTSBURGH. THE SYMPOSIUM WAS FREE OF CHARGE. 3. NURSE RESIDENCY PROGRAM - FROM 2017 TO 2018, 48 NURSES ENTERED THE NURSE RESIDENCY PROGRAM. THE 24-MONTH, COMPREHENSIVE PROGRAM IS COMPOSED OF TWO PHASES - PHASE ONE, YEAR ONE AND PHASE II, YEAR ONE AND YEAR TWO - DESIGNED TO SUPPORT THE DEVELOPMENT OF THE NEW NURSE'S ROLE AS A PROFESSIONAL, CLINICIAN AND LEADER. 4. CONTINUING ITS GROWTH IN EVIDENCE-BASED PRACTICE ACTIVITIES, EXCELA HEALTH HELD THE 3RD ANNUAL EVIDENCE BASED PRACTICE (EBP) FORUM IN SEPTEMBER 2017. EIGHTY-ONE NURSES AND 10 ANCILLARY STAFF ATTENDED THE FORUM HELD AT THE WESTMORELAND HOSPITAL CAMPUS TO LEARN MORE ABOUT THE PROJECTS COMPLETED BY CO-WORKERS AND THE LATEST RESEARCH IN THE FIELD OF NURSING AND MEDICINE. 5. SHARED GOVERNANCE - SHARED GOVERNANCE OFFERS CLINICAL, PROFESSIONAL NURSES A VOICE IN DECISION MAKING TO CREATE A POSITIVE IMPACT ON THE QUALITY OF PATIENT AND FAMILY CARE THROUGH A STRUCTURE OF COUNCILS, COMMITTEES AND WORK GROUPS. THIS MODEL ALSO EMBRACES SHARED RESPONSIBILITY AS NURSES FACILITATE RECOMMENDATIONS AND MAKE DECISIONS ABOUT CLINICAL CARE, QUALITY IMPROVEMENT AND PROFESSIONAL NURSING PRACTICE. OTHER COUNCILS INCLUDE: LEADERSHIP COUNCIL PROVIDING A MEANS FOR COMMUNICATION, INTEGRATION AND COORDINATION OF THE FUNCTIONS OF SHARED GOVERNANCE. UNIT-BASED PRACTICE COUNCIL PROVIDES A "VOICE" FOR CLINICAL NURSING IN DECISION-MAKING AT THE UNIT LEVEL. PROFESSIONAL DEVELOPMENT COUNCIL OVERSEES DEVELOPMENT, IMPLEMENTATION AND EVALUATION OF PROFESSIONAL CAREER DEVELOPMENT PROGRAMS. MANAGEMENT COUNCIL OVERSEES THE HUMAN, FISCAL, MATERIAL AND SUPPORT RESOURCES/SERVICES WITHIN AND AFFECTING THE CONTINUING OPERATIONS OF THE NURSING DEPARTMENT. PRACTICE EXCELLENCE COUNCIL DEFINES, IMPLEMENTS AND MAINTAINS THE HIGHEST STANDARDS OF EVIDENCE-BASED NURSING PRACTICE WITH ADDITIONAL COMMITTEES REVIEWING SUBSETS OF THIS COUNCIL. ADVANCED PRACTICE PROVIDER COUNCIL IMPLEMENTS THOSE STANDARDS OF PRACTICE DEFINED BY THE AMERICAN NURSES ASSOCIATION. 6. NURSING AT EXCELA HEALTH CONTINUES ITS JOURNEY TOWARD EXCELLENCE TO OBTAIN INITIAL DESIGNATION OF MAGNET RECOGNITION THROUGH THE AMERICAN NURSES CREDENTIALING CENTER (ANCC). THE 247-PAGE APPLICATION WAS WRITTEN THROUGHOUT FY 2018 AND SHOWCASED 460 STAFF MEMBERS AT EXCELA HEALTH WORKING IN ALL DISCIPLINES.
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) THERE ARE 78 NARRATIVES WRITTEN TO THE REQUIRED STANDARDS SET FORTH BY THE ANCC AND 34 OF THESE NARRATIVES FEATURED SUSTAINED, EMPIRICAL OUTCOMES AS A RESULT OF INITIATIVES CREATED AND IMPLEMENTED THROUGH EXCELA NURSING. SOME INITIATIVES WITHIN FY 2018 INCLUDE: TECHNICAL PARTNER EARN AS YOU LEARN PROGRAM WITH IMPACT STARTING JULY 2017 LOOKING FOR A PRACTICAL SOLUTION TO A PROBLEM CRIPPLING HOSPITALS ACROSS THE COUNTRY - STAFFING AND SHORTAGES - EXCELA HEALTH LEADERSHIP TEAM AND EXCELA EDUCATION IDENTIFIED NUMEROUS OPEN POSITIONS FOR TECHNICAL PARTNERS AT ITS THREE HOSPITAL CAMPUSES. BECAUSE OF THE LARGE NUMBER OF OPEN POSITIONS AND THE DIFFICULTY IN RECRUITING QUALIFIED CANDIDATES, LEADERSHIP DEVELOPED THE "EARN WHILE YOU LEARN" PROGRAM, TEACHING THE PRINCIPLES AND MANDATORY SKILLS TO THOSE INTERESTED IN BECOMING TECHNICAL PARTNERS. THE PROGRAM WAS INITIALLY OPEN TO EXCELA HEALTH EMPLOYEES BUT WAS SUBSEQUENTLY OPEN TO OUTSIDE APPLICANTS. NURSE EDUCATORS DEVELOPED A 40-HOUR TRAINING PROGRAM, FOLLOWED BY TWO WEEKS OF TRAINING IN A CLINICAL SETTING. THE PROGRAM IS INTENDED FOR THOSE WITH AN INTEREST IN WORKING AS A TECHNICAL PARTNER BUT WHO LACK THE FORMAL EDUCATION OR EXPERIENCE TO QUALIFY FOR THE POSITION. CLASSES INITIALLY BEGAN IN JUNE 2017 BUT ADDITIONAL SESSIONS WERE HELD IN JULY, AUGUST, SEPTEMBER AND NOVEMBER 2017. THIRTY-NINE INDIVIDUALS PARTICIPATED AND COMPLETED THE PROGRAM IN 2017, WITH QUARTERLY SESSIONS OFFERED IN 2018. EDUCATION NAVIGATOR STARTED APRIL 2018 HEALTH CARE IS A COMPLEX AND DIFFICULT WORLD FOR PATIENTS TO NAVIGATE, PARTICULARLY WHEN ILLNESS, INJURY OR A POTENTIALLY LIFE-ALTERING DIAGNOSIS STRIKES. STARTING IN AUGUST 2017, EXCELA HEALTH STARTED THE FIRST NURSE NAVIGATOR PROGRAM OF THE HEALTH SYSTEM WITH THE GOAL OF ASSURING THAT PATIENTS RECEIVE HIGH QUALITY AND SAFE CARE IN THE MOST APPROPRIATE SETTING FOR THE MOST EFFECTIVE COST. STARTING WITH THE ORTHOPEDICS PROGRAM, NURSE NAVIGATORS PROVIDE INFORMATION, EDUCATION AND EMOTIONAL SUPPORT TO PATIENTS GETTING A KNEE OR HIP REPLACEMENT, AND THEIR FAMILIES. FROM JULY TO DECEMBER 2017, 637 PATIENTS WERE "NAVIGATED" WITH 62 TO 81 PERCENT OF UNCOMPLICATED, ELECTIVE JOINT PATIENTS DISCHARGED DIRECTLY TO HOME. THROUGH PATIENT FEEDBACK AND EXPERIENCE, A NURSE NAVIGATOR PROGRAM WAS STARTED IN THE BREAST HEALTH CENTER IN SPRING 2018. VANCOMYCIN ADMINISTRATION - WESTMORELAND HOSPITAL EMERGENCY DEPARTMENT STARTED DECEMBER 2017 TRADING SPACES PROGRAM THAT LED TO IMPROVED STROKE ALERT SPECIMEN TIMES STARTED JULY 2017 "MAGNET MAESTROS", EMPLOYEES DEDICATED TO FACILITATING EDUCATION ABOUT THE MAGNET RECOGNITION PROGRAM AND GENERATING STAFF ENTHUSIASM, BELIEVED IT A GOOD IDEA FOR DIFFERENT DEPARTMENTS TO "TRADE PLACES". THE OBJECTIVES: TO GAIN A BETTER PERSPECTIVE OF EACH OTHER'S DAILY ROUTINES, DAY TO DAY CHALLENGES AND POINTS OF VIEW. THE GOAL: TO BUILD RESPECT AND UNDERSTAND THE ROLE OF PATIENT CARE TEAM MEMBERS THROUGHOUT THE HEALTH SYSTEM AS WELL AS TO EXTEND THE OPPORTUNITY FOR TEAMS TO RECOGNIZE NEW CO-WORKERS OR FRIENDS THEREBY PUTTING A FACE TO THE EXCELA HEALTH FAMILY. ULTIMATELY, THIS MAKES FOR A POSITIVE CHANGE FOR THE PATIENT AND STAFF. THE INITIAL FORAY HAS ALLOWED FOR PROGRAM EXPANSION ENLARGING A MORE POSITIVE AND RESPECTFUL WORK ENVIRONMENT. MILK BANK DEPOT AT EXCELA SQUARE AT NORWIN OPENED JULY 2017 ACCORDING TO THE MOTHER'S MILK BANK, A NON-PROFIT AGENCY ACCREDITED BY THE HUMAN MILK BANKING ASSOCIATION OF NORTH AMERICAN (HMBANA), A MOTHER'S OWN BREAST MILK IS NEARLY ALWAYS BABY'S BEST FIRST FOOD, HOWEVER, IT IS SOMETIMES NOT AVAILABLE. IN SUCH CASES, ACCORDING TO THE AMERICAN ACADEMY OF PEDIATRICS, THE U.S. SURGEON GENERAL, THE WORLD HEALTH ORGANIZATION, AND OTHERS NOTE THAT SAFELY PASTEURIZED DONOR HUMAN MILK IS THE NEXT BEST OPTION. BECAUSE EXCELA HEALTH FAMILY ADDITIONS MATERNITY CENTER FIRMLY BELIEVES IN THE VALUE OF BREAST FEEDING, IT HELPED TO ESTABLISH EXCELA SQUARE AT NORWIN AS A MILK BANK DEPOT FOR BREAST MILK DROP-OFF. DAISY TEAM AWARDED A TEAM AWARD TO FRICK HOSPITAL PERIOPERATIVE TEAM FOR THEIR PRESENTATION TITLED "IMPLEMENTING A SCRUBBING AND SHARPS SAFETY COURSE FOR CLINICAL LEARNERS" STARTED IN DECEMBER 2017. THE PRESENTATION ENHANCED SAFETY PRACTICES TO BENEFIT PATIENTS AND EMPLOYEES WHILE PROMOTING QUALITY AND SAFETY. THE PRESENTATION RECEIVED FURTHER VALIDATION AT THE NATIONAL AORN CONFERENCE IN NEW ORLEANS, WHERE MEMBERS OF THE STAFF SHARED THEIR BEST PRACTICES. REDUCTION OF BLOOD CULTURE CONTAMINATION RATE AT FRICK HOSPITAL EMERGENCY DEPARTMENT STARTED IN OCTOBER 2017. GETWELL NETWORK IMPLEMENTATION ACHIEVED ON WESTMORELAND HOSPITAL 6-E IN AUGUST 2017 AND ON 6-D IN FEBRUARY 2018. IMPLEMENTATION OF SLEDD (SUSTAINED LOW-EFFICIENCY DAILY DIAFILTRATION) PROTOCOL AT LATROBE HOSPITAL CCU IN APRIL 2018. IMPLEMENTATION OF SEXUAL ASSAULT DISCHARGE INSTRUCTIONS AFTER EMERGENCY DEPARTMENT EMR INSTITUTED/COORDINATED WITH BLACKBURN CENTER, JULY THROUGH NOVEMBER 2017. IMPLEMENTATION OF POD ASSIGNMENTS TO ACCOMMODATE CATARACT PATIENTS (APRIL 2018). DECREASED OPIOID USE IN POST-OPERATIVE COLORECTAL SURGICAL PATIENTS (APRIL 2018). LIGATURE RISK REDUCTION AT FRICK HOSPITAL EMERGENCY DEPARTMENT STARTED DECEMBER 2017. FOR OUR EFFORTS IN QUALITY, SAFETY AND CARE PROVISION, EXCELA HEALTH WAS RECOGNIZED THROUGH THE FOLLOWING AWARDS AND ACCOLADES 1. THE EXCELA HEALTH HEART CENTER ACHIEVED MISSION: LIFELINE STEMI RECEIVING CENTER CERTIFICATION ON JUNE 30, 2017, WHICH EXPIRES JUNE 29, 2020, THROUGH THE AMERICAN HEART ASSOCIATION AND THE AMERICAN COLLEGE OF CARDIOLOGY ACCREDITATION SERVICES. ADDITIONALLY, THE HEART CENTER RECEIVED A SILVER PLUS MISSION: LIFELINE RECEIVING CENTER AWARD THROUGH THE AMERICAN HEART ASSOCIATION FOR THE YEAR 2017. RECEIVING CENTER ACCREDITATION IDENTIFIES HOSPITALS WITH THE CAPABILITIES TO PROVIDE COMPREHENSIVE STEMI (ST ELEVATION MYOCARDIAL INFARCTION) CARE, INCLUDING 24/7 PERCUTANEOUS CORONARY INTERVENTION (PIC). HOSPITALS AND HEALTH CARE ORGANIZATIONS RECEIVING THESE ACCREDITATIONS FOLLOW STRINGENT GUIDELINES INCLUDING COORDINATION WITH EMS AND REFERRAL CENTERS, PARTICIPATION IN A MULTIDISCIPLINARY TEAM, CONTINUING EDUCATION AND DATA COLLECTION, AMONG OTHERS. 2. THE NATIONAL ASSOCIATION FOR BUSINESS RESOURCES HAS NAMED EXCELA HEALTH AMONG THE "NATION'S BEST AND BRIGHTEST IN WELLNESS" FOR THE SECOND STRAIGHT YEAR. THE PROGRAM HONORING COMPANIES AND ORGANIZATIONS RECOGNIZING AND CELEBRATING QUALITY AND EXCELLENCE IN EMPLOYEE AND WORKSITE HEALTH, IS ADMINISTERED BY SYNBELLA, THE NATION'S LEADING WELLNESS SYSTEMS FIRM. WINNING COMPANIES WERE EVALUATED BY AN ASSESSMENT AND EXAMINED STATISTICALLY FOR QUANTITATIVE DATA AND BASED ON CRITERIA TO BENCHMARK AND IMPROVE WELLNESS PROGRAM EFFECTIVENESS. THOSE CRITERIA INCLUDE OUTCOMES, ANALYSIS AND TRACKING, PARTICIPATION AND INCENTIVES, BENEFITS AND PROGRAMS, LEADERSHIP, EMPLOYEE INPUT, CULTURE AND ENVIRONMENT. 3. EXCELA HEALTH WESTMORELAND HOSPITAL HAS RECEIVED RECOGNITION FOR CLINICAL EXPERTISE AND HIGH QUALITY PATIENT CARE BY U.S. NEWS & WORLD REPORT AS A HIGH PERFORMING HOSPITAL 2017 TO 2018. HAVING REVIEWED HOSPITALS FOR THE PAST 27 YEARS, U.S. NEWS BEST HOSPITALS RANKINGS EVALUATED NEARLY 5,000 HOSPITALS NATIONWIDE, HELPING TO GUIDE PATIENTS TO HOSPITALS THAT DELIVER OUTSTANDING CARE ACROSS 25 SPECIALTIES, PROCEDURES AND CONDITIONS. TO DETERMINE THE RANKINGS FOR BEST HOSPITALS, OBJECTIVE MEASURES SUCH AS PATIENT SURVIVAL, THE NUMBER OF TIMES A GIVEN PROCEDURE IS PERFORMED, INFECTION RATES, AND ADEQUACY OF THE NURSING STAFF, AMONG OTHERS, ARE USED. EXCELA WESTMORELAND HOSPITAL HAS BEEN RECOGNIZED IN THREE TYPES OF CARE, DESIGNATING OUTSTANDING PERFORMANCE, PATIENT OUTCOMES AND PATIENT SAFETY. CITED AS A "HIGH PERFORMING HOSPITAL," WESTMORELAND HOSPITAL WAS RECOGNIZED FOR CARE THAT INCLUDED: HEART FAILURE, KNEE REPLACEMENT, AND CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD). 4. EXCELA HEALTH HAS BEEN RECOGNIZED FOR MEDICAL EXCELLENCE AND PATIENT SAFETY BY CARECHEX, AN INFORMATION SERVICE OF QUANTROS, INC. CARECHEX IS THE MOST COMPREHENSIVE RESOURCE FOR RANKING HOSPITAL QUALITY AND PATIENT SAFETY, PROVIDING CLINICAL, FINANCIAL AND PATIENT SATISFACTION FINDINGS TO CONSUMERS, PROVIDERS, AND PURCHASERS OF U.S. MEDICAL CARE. UNLIKE OTHER PUBLICLY AVAILABLE QUALITY RATINGS, CARECHEX PROVIDES A COMPOSITE EVALUATION OF ALL COMPONENTS OF MEDICAL QUALITY INCLUDING PROCESS OF CARE, OUTCOMES OF CARE, AND PATIENT EXPERIENCES. IN 2017-2018, OUR CARECHEX RECOGNITION INCLUDED: A. MEDICAL EXCELLENCE TOP 10% SYSTEM IN NATION AND TOP 10% SYSTEM IN NORTHEAST FOR HEART FAILURE TREATMENT B. MEDICAL EXCELLENCE TOP 10% SYSTEM IN NORTHEAST* FOR CARDIAC CARE C. CARECHEX TOP 5 SYSTEM 2018 NATIONAL PATIENT SAFETY FOR CARDIAC CARE D. PATIENT SAFETY TOP 10% SYSTEM IN NORTHEAST FOR OVERALL PATIENT CARE E. PATIENT SAFETY TOP 10% SYSTEM IN NORTHEAST FOR CARDIAC CARE
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) F. PATIENT SAFETY TOP 10% SYSTEM IN NORTHEAST FOR GENERAL SURGERY G. PATIENT SAFETY TOP 10% SYSTEM IN NATION FOR GENERAL SURGERY H. PATIENT SAFETY TOP 10% SYSTEM IN NATION FOR OVERALL HOSPITAL CARE I. PATIENT SAFETY TOP 10% SYSTEM IN NATION FOR CARDIAC CARE *NORTHEAST REGION IS COMPRISED OF NINE STATES WITH SOME 550 HEALTHCARE INSTITUTIONS: 5. THE EXCELA ADVANCED VEIN CENTER IS ONE OF ONLY SEVEN IAC ACCREDITED VEIN CENTER SITES IN THE STATE OF PENNSYLVANIA. THE INTERSOCIETAL ACCREDITATION COMMISSION (IAC) ACCREDITS IMAGING FACILITIES AND HOSPITALS SPECIFIC TO SUPERFICIAL VENOUS TREATMENT AND MANAGEMENT. IAC ACCREDITATION IS A MEANS BY WHICH FACILITIES CAN EVALUATE AND DEMONSTRATE THE LEVEL OF PATIENT CARE THEY PROVIDE. 6. HIGHMARK BLUE CROSS BLUE SHIELD CONTINUES TO RECOGNIZE EXCELA HEALTH WESTMORELAND HOSPITAL AS ONE OF THE FIRST IN THE NATION TO RECEIVE A BLUE DISTINCTION CENTER PLUSSM DESIGNATION IN THE AREA OF CARDIAC CARE AS PART OF THE BLUE DISTINCTION CENTER FOR SPECIALTY CARE PROGRAM. ADDITIONALLY, EXCELA HEALTH'S MATERNITY CARE, BARIATRIC SURGERY PROGRAM AND KNEE AND HIP REPLACEMENT PROGRAM (CALLED JOINT WORKS) HAVE ALSO BEEN NAMED AS BLUE DISTINCTION CENTERS PLUS. THE DESIGNATION IS GIVEN TO HOSPITALS WHO ARE SHOWN TO DELIVER QUALITY SPECIALTY CARE BASED ON OBJECTIVE, TRANSPARENT MEASURES FOR PATIENT SAFETY AND HEALTH OUTCOMES THAT WERE DEVELOPED WITH INPUT FROM THE MEDICAL COMMUNITY. 7. EXCELA HEALTH HOSPITALS - FRICK, LATROBE AND WESTMORELAND - HAVE BEEN DESIGNATED AS PRIMARY STROKE CENTERS BY THE JOINT COMMISSION AND RECOGNIZED BY THE DEPARTMENT OF HEALTH FOR EXCEEDING NATIONAL STANDARDS FOR QUALITY PATIENT CARE. TO EARN ACCREDITATION, THE EXCELA HEALTH HOSPITALS HAVE DEMONSTRATED PROFICIENCY IN THE PREVENTION AND EARLY MANAGEMENT OF STROKE AND TIA SYMPTOMS BASED ON GUIDELINES ESTABLISHED BY THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION FOR HEALTH CARE PROFESSIONALS. 8. EXCELA HEALTH LATROBE AND WESTMORELAND HOSPITALS WERE RECOGNIZED FOR THEIR STATUS AS GET WITH THE GUIDELINES STROKE SILVER PLUS ACHIEVEMENT AWARD AND TARGET: STROKE - BY THE AMERICAN HEART ASSOCIATION AND THE AMERICAN STROKE ASSOCIATION. THE ACHIEVEMENT IS BASED ON OUR USAGE OF THE MOST UP-TO-DATE, EVIDENCE-BASED TREATMENT GUIDELINES TO IMPROVE PATIENT CARE AND OUTCOMES. 9. THE EXCELA HEALTH CDI LEAN TEAM WAS SELECTED AS ONE OF THE 2018 HEROES IN INFECTION PREVENTION AWARD RECIPIENTS BY APIC. APIC RECOGNIZES DEDICATED PROFESSIONALS WHO SIGNIFICANTLY ADVANCE PATIENT SAFETY AND THE SCIENCE OF INFECTION PREVENTION. THE ASSOCIATION FOR PROFESSIONALS IN INFECTION CONTROL AND EPIDEMIOLOGY (APIC) IS THE LEADING PROFESSIONAL ASSOCIATION FOR INFECTION PREVENTIONISTS (IPS) WITH MORE THAN 15,000 MEMBERS. OUR MISSION IS TO CREATE A SAFER WORLD THROUGH THE PREVENTION OF INFECTION. 10. IN DECEMBER 2017, EXCELA HEALTH WORKS, THE SYSTEM'S OCCUPATIONAL MEDICINE PROGRAM, RECEIVED CERTIFICATION FROM THE NATIONAL ASSOCIATION OF OCCUPATIONAL HEALTH PROFESSIONALS (NAOHP). THIS THREE-YEAR CERTIFICATION IS CONSIDERED THE INDUSTRY'S GOLD STANDARD OF OUTSTANDING OCCUPATIONAL HEALTH PRACTICES FOR THE DELIVERY OF QUALITY HEALTH CARE SERVICES TO THE WORKFORCE IN THE COMMUNITY. THE NAOHP IS THE PREMIER PROFESSIONAL ORGANIZATION FOR OCCUPATIONAL PROVIDERS AND CLINICS. IT PROVIDES BENCHMARKS, STANDARDS AND BEST PRACTICE CONSULTATION NATIONWIDE WITH SERVICES EVALUATED ON ADMINISTRATION, OPERATIONAL FRAMEWORK, STAFFING PROCESSES, QUALITY ASSURANCE, PRODUCT LINE DEVELOPMENT AND SALES AND MARKETING. THE NAOHP SURVEYOR NOTED THAT THE PROGRAM HAS "A HIGHLY COMMITTED STAFF THAT WORK WONDERFULLY AS A TEAM FOR PATIENT AND CLIENT COMPANY EXCELLENCE. THERE ARE MANY ASPECTS OF PRACTICE THAT TRULY SET IT APART." JUST AS EXCELA HEALTH CARES FOR ITS PATIENTS, SO TOO, DOES IT TAKE INTO ACCOUNT THE HEALTH AND WELL-BEING OF ITS WORK FORCE THROUGH A VARIETY OF HEALTH INITIATIVES. 1. FOR THE FOURTH CONSECUTIVE YEAR, EXCELA HEALTH HAS BEEN RECOGNIZED AS A HEALTHIEST 100 WORKPLACE IN AMERICA, AN AWARDS PROGRAM PRESENTED BY HEALTHIEST EMPLOYER, LLC. IN 2017, EXCELA HEALTH WAS RANKED 23 OUT OF 100. MORE THAN 6,000 EMPLOYERS NATIONALLY APPLIED FOR THE AWARD. EXCELA HEALTH CONTINUED ITS RECOGNITION AS ONE OF THE "HEALTHIEST EMPLOYERS OF WESTERN PENNSYLVANIA", WHICH IN 2017, MARKED THE SEVENTH CONSECUTIVE YEAR. THE PITTSBURGH BUSINESS TIMES, A LOCAL BUSINESS AND INDUSTRY PUBLICATION, PARTNERED WITH INDIANAPOLIS-BASED HEALTHIEST EMPLOYER LLC TO FIND THE HEALTHIEST WORKPLACES IN WESTERN PENNSYLVANIA. COMMUNITY HEALTH NEEDS ASSESSMENT PLEASE SEE ATTACHMENT FOR DETAILED INFORMATION. AS PART OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT OF 2010, NON-PROFIT HOSPITALS ARE REQUIRED TO COMPLETE A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) SURVEY EVERY THREE YEARS. AN IMPLEMENTATION PLAN MUST BE ADOPTED TO ADDRESS THE IDENTIFIED NEEDS AND COMPLIANCE WITH THIS REQUIREMENT. THE PURPOSE OF THE CHNA PROCESS IS TO IMPROVE COMMUNITY HEALTH THROUGH UTILIZATION OF A MODEL THAT INTEGRATES HEALTH SYSTEM PLANNING WITH PUBLIC HEALTH AND COMMUNITY PLANNING. A COMMUNITY HEALTH NEEDS ASSESSMENT MUST INCLUDE A DESCRIPTION OF THE COMMUNITY, A DESCRIPTION OF THE PROCESS AND METHODS TO CONDUCT THE ASSESSMENT AND OTHER COLLABORATING AGENCIES INVOLVED IN THE PROCESS, A DESCRIPTION OF HOW THE HOSPITAL CONSIDERED INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY, AND A DESCRIPTION OF THE HEALTH CARE FACILITIES AND OTHER RESOURCES WITHIN THE COMMUNITY AVAILABLE TO MEET THE COMMUNITY HEALTH NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT. IF A HOSPITAL HAS MORE THAN ONE FACILITY, A SEPARATE REPORT AND IMPLEMENTATION STRATEGY MUST BE COMPLETED FOR EACH FACILITY. ONCE THE CHNA IS COMPLETED, IT MUST BE MADE AVAILABLE WIDELY TO THE PUBLIC BY POSTING IT ON THE FACILITY'S WEB SITE AND MUST BE EASILY DOWNLOADABLE FROM THE WEB SITE. EQUIPMENT, SERVICE AND TECHNOLOGY UPDATES BY WAY OF SYSTEM-WIDE EQUIPMENT AND SERVICE ENHANCEMENTS, EXCELA HEALTH COMMITTED MONIES TOWARD SEVERAL VITAL SERVICE ADDITIONS: 1. THE EXPANSION OF THE EXCELA ADVANCED LUNG CENTER CONTINUED AT EXCELA SQUARE AT FRICK IN MOUNT PLEASANT. THE CENTER OFFERS LOW DOSE CT SCREENINGS THAT ALLOW FOR EARLY DETECTION AND TREATMENT OF LUNG CANCER. 2. EXCELA HEALTH IS NEARING COMPLETION OF PHASE FOUR OF A FIVE-YEAR RENOVATION PROJECT AT THE FRICK HOSPITAL CAMPUS, WHICH HAS BECOME KNOWN AS EXCELA SQUARE AT FRICK. THIS FOURTH PHASE FEATURES A BUILD-OUT OF OFFICES ON THE FIRST FLOOR FOR PRIMARY CARE PROVIDERS INCLUDING A RESIDENCY PRACTICE. THE CONVERGENCE OF MAIN STREET MEDICAL IN MOUNT PLEASANT AND NORVELT FAMILY MEDICINE WILL NOW BE LOCATED UNDER ONE ROOF WITH CONVENIENT ACCESS TO OTHER OUTPATIENT SERVICES SUCH AS LAB, X-RAY, AND OTHER THERAPIES. THE INTERNAL MEDICINE COMPONENT OF THE PRIMARY CARE PRACTICES WILL MOVE TO THE THIRD FLOOR AT FRICK. ANTICIPATED COMPLETION IS SET FOR FEBRUARY 2019. 3. A BUILT-OUT OF NEW SPACE FOR THE EXCELA HEALTH ORTHOPEDIC AND SPORTS MEDICINE PRACTICE AT EXCELA SQUARE AT FRICK WAS COMPLETED IN THE SUMMER OF 2018 AND BROUGHT TOGETHER THREE ORTHOPEDIC SPECIALISTS TO PROVIDE SPORTS MEDICINE AND ORTHOPEDIC MEDICAL AND SURGICAL SERVICES TO THE POPULATIONS OF MOUNT PLEASANT, SCOTTDALE, CONNELLSVILLE AND BEYOND. 4. EXCELA HEALTH LATROBE HOSPITAL RECEIVED A $50,000 GRANT FROM WEST PENN POWER SUSTAINABLE ENERGY FUND (WPPSEF) TO IMPLEMENT SKYSPARK FAULT DETECTION SOFTWARE. THIS PROGRAM IS ESSENTIAL TO HELPING THE HOSPITAL MAINTAIN THE HIGH LEVELS OF ENERGY EFFICIENCY IT HAS ACHIEVED IN RECENT YEARS. EXCELA LATROBE HAS ALREADY INVESTED HEAVILY IN HVAC SYSTEM UPGRADES, EQUIPPING AIR HANDLING UNITS AND RELATED MECHANICAL EQUIPMENT WITH NEW DIGITAL CONTROLS, AND ADJUSTING TEMPERATURES AND AID FLOW SET POINTS TO SAVE ENERGY. JOEL MORRISON, DIRECTOR OF THE WPPSEF STATED, "THIS PROJECT WITH EXCELA HEALTH FITS WELL INTO THE MISSION OF WPPSEF HELPING A NON-PROFIT IN THE INDUSTRIAL SECTOR TO REALIZE SIGNIFICANT ENERGY SAVINGS, WHICH ULTIMATELY BENEFIT THE WEST PENN RATE PAYER AND THE COMMUNITIES THAT ARE SERVED BY THIS HOSPITAL. THE ENERGY SAVINGS WILL HELP REDUCE OPERATING COSTS FOR EXCELA HEALTH ALLOWING CAPITAL TO BE INVESTED INTO IMPROVEMENTS TO MEDICAL SERVICES AND TECHNOLOGY SHOWING ONCE AGAIN THAT CRITICAL LINK BETWEEN ENERGY AND HEALTH CARE." 5. FY 2018 SAW THE COMPLETION OF EXCELA SQUARE AT LATROBE BUILDING, A THREE-STORY, PATIENT-CENTERED MEDICAL HOME FEATURING PRIMARY AND SPECIALTY CARE, DIAGNOSTIC TESTING, PHYSICAL REHABILITATION, ALONG WITH PRIMARY CARE AND OTHER MEDICAL SPECIALTIES INCLUDING PAIN MANAGEMENT, ENT, ORTHOPEDICS, NEUROLOGY, CARDIOLOGY, GENERAL SURGERY, OB/GYN AND GASTROENTEROLOGY. IN THE SPRING OF 2018, AN OUTDOOR WALKING TRACK WAS ADDED FOR COMMUNITY USE. THIS COMMUNITY-BASED CENTER CONSOLIDATES SERVICES WHILE INTEGRATING PATIENT NEEDS AND MANAGING SERVICES, PATIENT HEALTH AND COSTS MORE EFFECTIVELY.
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) 6. EXCELA HEALTH WORKS OCCUPATIONAL MEDICINE, A CONVENIENT AND COMPREHENSIVE SERVICE DEVELOPED WITH INDUSTRY AND BUSINESS EMPLOYERS IN MIND, EXPANDED SERVICES TO A NEW LOCATION IN LATROBE. NOW SEEING PATIENTS IN THE EASTERN PORTION OF THE COUNTY, IN ADDITION TO THE ORIGINAL CENTER IN NORTH HUNTINGDON IN THE WESTERN PORTION OF THE COUNTY, DR. HARDY BANG WORKS ALONGSIDE BOARD CERTIFIED AND TRAINED OCCUPATIONAL MEDICINE PROFESSIONALS, INCLUDING A PHYSICIAN ASSISTANT, REGISTERED NURSE, AND A NURSE CASE MANAGER TO KEEP THE REGION'S EMPLOYEES HEALTHY AND ABLE TO PERFORM THEIR JOBS. 7. EXCELA HEALTH, AT ITS LATROBE CAMPUS, IS ASSISTING THE COMMUNITY WITH THE EFFORT AS A REGISTERED COLLECTOR FOR THE FEDERAL DRUG ENFORCEMENT ADMINISTRATION. THE HEALTH SYSTEM INSTALLED A MEDSAFE RECEPTACLE IN APRIL 2018 AVAILABLE 24 HOURS A DAY IN A PUBLICALLY ACCESSIBLE CORRIDOR ON LATROBE HOSPITAL'S GROUND FLOOR FOR THE SAFE DISPOSAL OF PILLS, TABLETS, CAPSULES, OINTMENTS, CREAMS, LOTIONS, POWDERS AND LIQUID MEDICATIONS OF NO MORE THAN 4 OUNCES. THE RECEPTACLE IS AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK. THE SECURE DROP BOX IS UNDER CONSTANT SURVEILLANCE AND EMPTIED PERIODICALLY BY AUTHORIZED HEALTH SYSTEM PERSONNEL FOR PROCESSING OF ITS CONTENTS. THE ADDITION OF THE MEDSAFE BOX IS VIEWED AS A MEANS TO HELP ADDRESS A PUBLIC SAFETY AND PUBLIC HEALTH ISSUE OF OPIOID AND OTHER DRUG ADDICTIONS GROWING WITHIN THE WESTMORELAND COUNTY COMMUNITY. THE HEALTH SYSTEM HAS SINCE EXPANDED THE PROGRAM TO FRICK AND WESTMORELAND HOSPITALS. 8. THE COMMITMENT CONTINUES TO THE LATROBE COMMUNITY AS EXCELA HEALTH MOVES FORWARD WITH AN ONGOING EFFORT TO MODERNIZE THE EXCELA LATROBE HOSPITAL CAMPUS. MORE THAN $2 MILLION WAS EARMARKED FOR IMPROVEMENTS IN PATIENT CARE AREAS AND VISITOR/EMPLOYEE PARKING. THE INITIAL UPGRADES OCCURRED ON THE HOSPITAL'S FOURTH FLOOR WITH THE RENOVATION OF THE NURSES' STATIONS AND TREATMENT AREAS AMONG OTHERS. EXPANSION OF EXISTING PARKING LOTS AND DEMOLITION OF THE ADJACENT PARKING GARAGE ALSO OCCURRED WITH THE REMOVAL OF THE WOMEN'S CARE SERVICES HOUSE, WHOSE SERVICES WERE MOVED TO EXCELA SQUARE AT LATROBE. 9. TO RELIEVE THE ANXIETY THAT MAY ACCOMPANY A HOSPITAL STAY, PARTICULARLY ONE THAT IS UNPLANNED, EXCELA HEALTH IS UTILIZING PET THERAPY AT ITS THREE HOSPITALS WITH THE MOST RECENT INCLUSION AT EXCELA SQUARE AT NORWIN. AS OF JULY 3, 2017, 30 DOGS AND THEIR HANDLERS PARTICIPATE IN THE PROGRAM WITH ASSIGNMENTS RANGING FROM VISITING IN THE OUTPATIENT WAITING AREAS TO BEDSIDE VISITS. THE PROGRAM CONTINUES TO EXPAND IN AN EFFORT TO ENHANCE THE PATIENT EXPERIENCE FURTHER. RESEARCH HAS SHOWN THAT PET THERAPY PROVIDES VARIOUS HEALTH BENEFITS TO PATIENTS AND OTHERS. ALL DOGS IN THE PROGRAM ARE REGISTERED AS THERAPY DOGS THROUGH ONE OF A NUMBER OF NATIONAL OR REGIONAL ORGANIZATIONS AND MUST BE UP-TO-DATE ON THEIR OWN HEALTH REQUIREMENTS. 10. IN THE FALL OF 2018, EXCELA HEALTH INTRODUCED ONLINE SCHEDULING FOR MAMMOGRAM APPOINTMENTS. PATIENTS COULD NOW SCHEDULE THEIR MAMMOGRAM ON LINE AND RECEIVE AN APPOINTMENT CONFIRMATION WITHIN 24 BUSINESS HOURS. PATIENTS PROVIDE THEIR CONTACT INFORMATION, TWO PREFERRED APPOINTMENT LOCATIONS, DATES AND TIMES WITH EXCELA'S SCHEDULERS PERFORMING THE REMAINING FUNCTIONS. 11. TO IMPROVE COMMUNICATION BETWEEN THE EMERGENCY DEPARTMENT (ED) AND OTHER DEPARTMENTS THROUGHOUT THE HEALTH SYSTEM, EXCELA HEALTH IMPLEMENTED FIRSTNET, AN ELECTRONIC DOCUMENTATION SYSTEM FOR THE ED. FIRSTNET IS A DOCUMENTATION APPLICATION MADE SPECIFICALLY FOR THE ED FOCUSING ON SAFE, EFFICIENT MOVEMENTS OF PATIENTS, ENHANCED FLOW OF DOCUMENTATION AND FISCAL RESPONSIBILITY. THIS STREAMLINED DOCUMENTATION ALLOWS FOR IDENTIFICATION OF COMPLETED INTERVENTIONS OR ONES NEEDED THEREBY ELIMINATING REPEATED PROCESSES CULMINATING IN A BETTER PATIENT EXPERIENCE. FIRSTNET WAS PHASED IN AT ALL THREE HOSPITAL EDS THROUGHOUT 2017/2018. EXCELA HEALTH ALSO OFFERS CARE ACROSS A CONTINUUM FROM PREVENTION AND WELLNESS TO EMERGENCY CARE, ACUTE CARE, OUTPATIENT CARE, REHABILITATION, HOME CARE AND HOSPICE AND DURABLE MEDICAL EQUIPMENT (MEDICAL SUPPLIES). THROUGH A SYSTEM APPROACH, EXCELA HEALTH CAN, AND DOES, SEEK TO MAKE CARE ACCESSIBLE AND AFFORDABLE WHILE ATTRACTING AND RETAINING TALENTED PROFESSIONALS WHO STRIVE TO RAISE THE QUALITY BAR, ALLOWING FOR A LEVEL AND SOPHISTICATION OF SERVICES THAT PREVIOUSLY COULD ONLY BE FOUND IN TERTIARY MEDICAL CENTERS. FURTHER, EXCELA HEALTH, WHICH IS WESTMORELAND COUNTY'S LARGEST EMPLOYER, HAS MADE A $985 MILLION IMPACT ON PENNSYLVANIA'S ECONOMY IN 2010. THE RIPPLE BENEFIT OF ITS WORKFORCE AND ANNUAL TOTAL SPENDING IS BASED ON REGIONAL ECONOMIC MULTIPLIERS FROM THE BUREAU OF ECONOMIC ANALYSIS, U.S. DEPARTMENT OF COMMERCE, AND RIMS II MULTIPLIER FOR THE HOSPITAL INDUSTRY. REACHING INTO THE COMMUNITY IN FACT, THE HEALTH SYSTEM HAS GARNERED MUCH RECOGNITION FOR ITS EFFORTS ON BEHALF OF THE "HEALTH AND WELL-BEING" OF THE PUBLIC IT SERVES, ALWAYS STRIVING FOR EXCELLENCE AS OUR VERY NAME IMPLIES. EXCELA HEALTH TAKES THE ROLE OF CORPORATE CITIZEN SERIOUSLY, TOO, PARTNERING WITH COMMUNITY ORGANIZATIONS TO SPREAD THE WORD ABOUT VARIOUS HEALTH ISSUES, GIVING OF ITS TIME AND TALENTS TO NEIGHBORHOOD CAUSES, AND SUPPORTING THE EFFORTS OF AREA HEALTH-RELATED GROUPS AND OTHERS WHOSE MISSION MESHES WITH ITS OWN. CASES IN POINT INCLUDE: 1. THE SPOTLIGHT SHOWN ON WOMEN'S HEALTH IN OCTOBER 2017 WITH THE WOMEN'S WEDNESDAY SPEAKER'S SERIES. EACH WEDNESDAY IN THIS MONTH, TWO TOPICS HIGHLIGHTING ASPECTS OF WOMEN'S HEALTH AND THE HEALTH OF THEIR FAMILIES, WERE PRESENTED. TOPICS INCLUDED WOMEN AND HEART DISEASE, UNDERSTANDING MENOPAUSE, VEIN DISEASE/VARICOSE VEINS, MEMORY LOSS AND MORE. 2. EXCELA HEALTH HAS PARTNERED WITH THE WESTMORELAND-FAYETTE COUNCIL OF THE BOY SCOUTS OF AMERICA AS PART OF ITS EXPLORING PROGRAM. THE PROGRAM INTRODUCES YOUTHS AGES 14 TO 20 TO VARIOUS HEALTH CARE CAREERS. THE PROGRAM COMMENCED IN OCTOBER 2017 AND CONTINUED TO THE END OF THE SCHOOL YEAR (MAY 2018). FIFTY YOUTHS REGISTERED FOR THE PROGRAM FROM VARIOUS SCHOOL DISTRICTS THROUGHOUT WESTMORELAND COUNTY MEETING ON THE FIRST WEDNESDAY OF EACH MONTH. STUDENTS CHOSE TOPICS OF INTEREST THAT WERE PRESENTED BY HEALTHCARE PROFESSIONALS TOUCHING ON THEIR DAY-TO-DAY ACTIVITIES, NECESSARY EDUCATION, HANDS-ON ACTIVITIES AND SIMULATIONS. 3. EXCELA HEALTH CONTINUED ITS PARTICIPATION IN COMMUNITY EVENTS SUCH AS THE ALZHEIMER'S WALK, BUSHY RUN 5K WALK/RUN, MENTAL HEALTH ASSOCIATION INNOVATION FUNDRAISER, PENN TRAFFORD FALL FESTIVAL, ECONOMIC GROWTH LUNCHEON AND THE AMERICAN HEART ASSOCIATION FREEDOM 5K, AMONG MANY OTHERS. 4. TO HELP PEOPLE GAUGE THEIR HEALTH STATUS, EXCELA HEALTH ONCE AGAIN CONTINUED TO CO-SPONSOR "WELLNESS CHECKS", A MULTIPHASIC BLOOD ANALYSIS THAT ALLOWS FOR THE DETECTION OF MANY POTENTIAL HEALTH PROBLEMS AT A LOW COST. ADDITIONAL SCREENINGS WERE ALSO OFFERED WITH THE PROGRAM UTILIZING SEVEN TO 10 REGIONAL LOCATIONS ACROSS WESTMORELAND COUNTY IN BOTH THE FALL (2017) AND THE SPRING (2018). EXCELA HEALTH PARTNERS WITH AREA ROTARY CLUBS, KIWANIS, VOLUNTEER FIRE DEPARTMENTS AND OTHERS TO PRESENT THE PROGRAMS. MONIES EARNED IN PART GO TO THE SCHOLARSHIP FUNDS OF THE VARIOUS PUBLIC ORGANIZATIONS. 5. A FREE HERNIA SEMINAR AND SCREENING WAS HELD IN JANUARY 2018 FOR MEMBERS OF THE COMMUNITY. PHYSICIANS FROM EXCELA HEALTH SURGICAL SPECIALISTS DISCUSSED THE IMPORTANCE OF DIAGNOSING A HERNIA, ITS RISKS, AND THE LATEST TREATMENTS INCLUDING ROBOTIC TECHNOLOGY PRIOR TO THE PRIVATE, INDIVIDUAL EXAMINATIONS. 6. OCTOBER 18, 2017 SAW THE CELEBRATION OF THE LAUNCH OF PROJECT FIT AMERICA AT DERRY AREA MIDDLE SCHOOL. EXCELA HEALTH PARTNERED WITH DERRY AREA AND THE COMMUNITY WITH THE OBJECTIVE OF EMPOWERING CHILDREN AND THEIR FAMILIES TO LEARN HEALTHY HABITS AND ENJOY HEALTHIER LIVES. STUDENTS ARE TAUGHT HOW TO USE THE OUTDOOR EQUIPMENT AND HOW ACTIVITY BENEFITS THEIR BODIES WHILE ALSO AIDING IN BUILDING SOCIAL SKILLS, CHARACTER AND LEADERSHIP SKILLS. EXCELA HEALTH, THROUGH ITS FOUNDATIONS, HAS BEEN GIVING GRANTS TO AREA SCHOOLS FOR THIS INITIATIVE SINCE 2014 WITH PREVIOUS RECIPIENTS INCLUDING GREATER LATROBE JUNIOR HIGH SCHOOL (LATROBE), NORWIN HILLCREST INTERMEDIATE SCHOOL (NORTH HUNTINGDON) AND FRANKLIN REGIONAL HERITAGE ELEMENTARY SCHOOL (MURRYSVILLE). THE GRANT PROVIDES STATE-OF-THE-ART FITNESS EQUIPMENT, INDOOR FITNESS EQUIPMENT, A CURRICULUM WITH GAMES, ACTIVITIES AND CHALLENGES FOR CHILDREN WITH THE INDOOR AND OUTDOOR EQUIPMENT. THE PROGRAM ALSO TEACHES CHARACTER DEVELOPMENT, SPORTSMANSHIP, TEAMWORK AND LEADERSHIP SKILLS.
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) 7. EXCELA'S MALL WALKERS PROGRAM CONTINUED FOR THE SEVENTH YEAR IN 2017/2018, WITH A NEW HIGH OF MORE THAN 400 INDIVIDUALS EACH MONTH (EXCLUDING DECEMBER) AT WESTMORELAND MALL, LOCATED IN GREENSBURG, PA. THE PROGRAM FEATURES FREE HEALTH SCREENING(S), A HEALTH PROFESSIONAL DISCUSSING A RELEVANT HEALTH TOPIC, A COMPLIMENTARY BREAKFAST, AND A WALK ALONG A COURSE OF PRE-MEASURED DISTANCES. IN THIS YEAR, BIOMETRIC SCREENINGS WERE OFFERED AT THE START OF YEAR AND AT THE END SO INDIVIDUALS COULD GAUGE PROGRESS IN THEIR HEALTH STATUS THROUGH NUMBERS SUCH AS CHOLESTEROL LEVELS, BLOOD PRESSURE AND MORE. 8. IN FEBRUARY 2018, EXCELA HEALTH BEREAVEMENT COUNSELORS AND STAFF FROM OUR CLUBHOUSE, A GROUP WHO PROVIDES FREE EMOTIONAL AND SOCIAL SUPPORT TO THOSE TOUCHED BY CANCER IN WESTERN PENNSYLVANIA, OFFERED YOGA AND ART THERAPY AS A MEANS OF HELPING COMFORT THOSE WHO HAVE LOST A LOVED ONE TO CANCER. THE SESSIONS INCLUDED GENTLE YOGA, MEDITATION, REIKI, DIALOGUE AND ART THERAPY TO EXPRESS AND RELEASE GRIEF AS AN ALTERNATIVE MEANS OF COPING. 9. UNDERSTANDING THE IMPORTANCE OF PREPARING HIGH SCHOOL STUDENTS FOR CAREERS AFTER GRADUATION, EXCELA HEALTH HOSTED A TWO-DAY "STEAM" CAREER FAIR HELD AT WESTMORELAND COUNTY COMMUNITY COLLEGE IN MARCH 2018. THE EVENT FOCUSED ON THE PROMOTION OF HEALTHCARE CAREERS IN SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATHEMATICS TOPICS INCLUDING LABORATORY WORK, INFORMATION TECHNOLOGY, FINANCE, SURGERY AND MUCH MORE. PROFESSIONALS FROM OUR MANY DISCIPLINES PROVIDED GROUP AND ONE-ON-ONE INTERACTIONS WITH THE STUDENTS ALONG WITH PREPARATION, SUCH AS TECHNICAL SCHOOL, COLLEGE, ETC., FOR THESE CAREERS AND OTHERS. JUST OVER 250 STUDENTS ATTENDED THROUGHOUT THE EVENT. 10. THE NURSING PROFESSIONAL IMAGE AND COMMUNITY PARTNERSHIP COMMITTEE TEAMED UP WITH DERRY AREA SCHOOL DISTRICT TO ASSIST WITH A CHRISTMAS DINNER PROJECT. THE COMMITTEE CREATED A LIST OF NON-PERISHABLE FOOD ITEMS TO CREATE A CHRISTMAS DINNER FOR FAMILIES IN THE AREA. ADDITIONAL ITEMS WERE COLLECTED TO SUPPLEMENT THE FAMILIES' FOOD NEED. THE 150 PARTICIPANTS WERE ELIGIBLE FOR FREE/REDUCED LUNCHES DURING THE SCHOOL YEAR. THE DESIRE WAS TO FILL THE GAP DURING THE HOLIDAY BREAK. STAFF FROM 18 LATROBE HOSPITAL DEPARTMENTS COLLECTED 150 OF THE ASSIGNED ITEMS DURING THE MONTH OF NOVEMBER WITH DELIVERY ON DECEMBER 14, 2017. FURTHER, PERSONAL HYGIENE ITEMS WERE ALSO DONATED AND PACKED WITH THE BOXES HANDED OUT OR DELIVERED DECEMBER 16. TURKEYS WERE PROVIDED BY THE SCHOOL PURCHASED THROUGH DONATIONS. AT CHURCHES, MALLS AND SCORES OF OTHER VENUES, FOR YOUTH, SENIORS, AND EVERYONE IN BETWEEN, HEALTH-RELATED EVENTS ARE OFFERED. IN THIS MANNER PEOPLE HAVE THE OPPORTUNITY TO PURSUE A COURSE OF WELLNESS, FIND NEEDED SUPPORT, LEARN ABOUT OUR CAPABILITIES AND HOW THEY CAN HELP, OR DISCOVER SUSPECTED OR UNKNOWN HEALTH CONDITIONS EARLY ON, SO THAT TREATMENT CAN BEGIN, OFFERING THE BEST POSSIBLE CHANCE FOR CARE AND CURE. EXCELA'S OUTREACH EFFORTS ALSO ENCOMPASS COMMUNITY SEMINARS AND LECTURES IN A VARIETY OF LOCATIONS THROUGHOUT WESTMORELAND AND FAYETTE COUNTIES. BOOKS FOR BABIES, THE GOLDEN HOUR HEART PROGRAM, HEALTHY HABITS, AND OTHER INITIATIVES REACH EXCELA'S YOUNGER AUDIENCE WITH A MESSAGE OF GOOD HEALTH IN A NON-THREATENING, POSITIVE WAY, SO THAT GOOD HEALTH HABITS CAN BE INSTILLED EARLY IN LIFE. THROUGH THE SPEAKER'S BUREAU, PROFESSIONALS IN THEIR FIELDS OFFER INSIGHTS ON GIVEN TOPICS AND ARE FREE OF CHARGE. A RANGE OF SUPPORT GROUPS HELPS EASE THE BURDEN OF FEAR, APPREHENSION, GRIEF AND OTHER EMOTIONS AFTER A LIFE-CHANGING EVENT. THROUGH SUPPORT GROUPS, OR THOSE GROUPS SUPPORTED BY EXCELA HEALTH, INDIVIDUALS HAVE THE OPPORTUNITY TO SHARE THOUGHTS AND FEELINGS WITHIN AN ATMOSPHERE OF ACCEPTANCE, WHERE EMOTIONS CAN BE SORTED THROUGH AND CONCERNS AIRED. ADDITIONAL COMMUNITY CONTACTS INCLUDE PROGRAMS OFFERED THROUGH THE WELL-BEING CENTER, EXCELA'S OB/GYN PROFESSIONALS AND OTHERS. BY REACHING BEYOND THE TRADITIONAL WALLS OF ITS HOSPITALS, AS WELL AS UNDERSTANDING THE MANY, VARIED MEDICAL NEEDS OF THE POPULATIONS THEY SERVE, EXCELA HEALTH CAN DIRECT CARE WHERE IT IS MOST ACCESSIBLE AND MOST NEEDED. THROUGH EVENTS SUCH AS WELLNESS CHECKS CO-SPONSORED BY AREA ROTARY AND KIWANIS CLUBS, WELLNESS INITIATIVES AT LOCAL COLLEGES AND SCHOOLS, AREA FESTIVALS, THE WCNS AND SENATOR KIM WARD SENIOR FAIRS, PENN TOWNSHIP COMMUNITY FAIR, THE PITTSBURGH PRIDE FESTIVAL, AND MUCH MORE, EXCELA HAS TOUCHED INNUMERABLE LIVES, WITH THE GOAL OF PREVENTING ILLNESS, KEEPING FOLKS HEALTHY, OR TEACHING THEM HOW TO STAY HEALTHY AFTER A HOSPITAL VISIT. EXCELA HEALTH ALSO OFFERS NUMEROUS HEALTH AND WELLNESS AVENUES FOR ITS EMPLOYEES WITH ON-SITE GYMS, EMPLOYEE HEALTH FAIRS AND MORE. ACROSS EXCELA HEALTH, TO KEEP INDIVIDUALS HEALTHY AND DISEASE-FREE, CONSIDERABLE ATTENTION IS PAID TO WELLNESS THROUGH THE WELL-BEING CENTER AND THEIR COMMUNITY PROGRAMS: WELL-BEING CENTER/OTHER COMMUNITY PROGRAMS & MONIES EXPENDED - POPULATIONS SERVED TO SPREAD THE MESSAGE OF WELLNESS AND AVAILABLE WELLNESS OPPORTUNITIES FREE TO THE PUBLIC VIA EXCELA'S WELL-BEING CENTER, SPEAKER'S BUREAU AND MORE - $177,064 TO CONTROL THE SPREAD OF FLU BY PROVIDING FLU VACCINES FOR EMPLOYEES AND OTHER STAFF FOR A HEALTHIER POPULATION WHILE CONTAINING THE SPREAD OF FLU AMONG THE HEALTH SYSTEM POPULATIONS EMPLOYEES, VOLUNTEERS AND CONTRACT EMPLOYEES RECEIVING THE FLU VACCINE - $4,236 COST ABSORBED FOR PROVIDING VACCINE - $68,284 LIVES TOUCHED THROUGH THE WELL-BEING CENTER PROFESSIONALS AND OTHERS VIA DIABETES EDUCATION, SMOKING CESSATION, PRE-NATAL CLASSES AND MORE - $5,101 DISCOUNTS PROVIDED TO SUBSCRIBERS BASED ON INCOME ACCORDING TO AREA AGENCY ON AGING INCOME GUIDELINES FOR THE LIFELINE PERSONAL EMERGENCY RESPONSE PROGRAM FOR OLDER ADULTS OR THOSE AT MEDICAL RISK - $4,644 FURTHER, EXCELA HEALTH CONTINUES TO MOVE BEYOND ITS TRADITIONAL WALLS TO STRENGTHEN BONDS WITH ITS COMMUNITIES AND TOUCH LIVES WELL BEYOND THOSE WHO ENTER ITS DOORS THROUGH AN ACTIVE COMMUNITY OUTREACH PROGRAM. IN THESE OUTREACH VENUES, EXCELA HEALTH CAN BRIDGE THE GULF FOR THOSE WHO OTHERWISE MAY NOT SEEK CARE, PURSUE WELLNESS MEASURES, OR KNOW WHERE TO TURN FOR HEALTH INFORMATION. ADDITIONAL RESOURCES WERE EXPENDED TO ACCOMPLISH THE EXCELA HEALTH MISSION OF IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH IN THE FOLLOWING FASHION: COMMUNITY OUTREACH ACTIVITY/CHARITABLE GIVING & MONIES EXPENDED -POPULATIONS SERVED COMMUNITY HEALTH FAIRS, SCREENINGS, EDUCATION PROGRAMS - $626,018 LIVES TOUCHED THROUGH COMMUNITY HEALTH/WELLNESS EFFORTS - 244,418 FREE SCREENINGS PERFORMED - 13,100 COMMUNITY HEALTH PUBLICATIONS - $66,675 COMMUNITY CONTRIBUTIONS - $225,000 CONTINUING MEDICAL EDUCATION PROVIDED THROUGH THE HEALTH SYSTEM FOR ITS MEDICAL STAFF - $23,998 TUITION REIMBURSEMENT FOR EMPLOYEES RAISING THEIR LEVEL OF EDUCATION ULTIMATELY BENEFITTING THE QUALITY OF CARE DELIVERED - $806,369 VOLUNTEER HOURS DONATED SYSTEM-WIDE (CAN TRANSLATE TO $965,555 OF TIME SPENT AIDING THE HEALTH SYSTEM MISSION) - 71,364 HOSPICE VOLUNTEER MILEAGE TRACKED AS AN IN-KIND DONATION - $10,349 MONIES FOR CAMP FOCUS, PROVIDING A SUMMER DAY CAMP FOR SCHOOL AGE CHILDREN SO MENTAL HEALTH TREATMENT, GROWTH AND LEARNING CAN CONTINUE DURING THE SUMMER MONTHS - $22,777 THE EMPLOYEES CHARITABLE TRUST FUND: EXCELA HEALTH SYSTEM EMPLOYEES WHO, DURING FY 2017, DONATED A PERCENTAGE OF THEIR PAY TO AID FELLOW EMPLOYEES, COMMUNITY CAUSES AND THE SYSTEM'S FOUNDATIONS, DISPERSED: TO THE WESTMORELAND HOSPITAL FOUNDATION, DESIGNATED FOR THE NEONATAL UNIT: OTHER EXTERNAL AID - $5,000 INTERNAL AID - $41,000 OTHER (ACCOUNTING, MISC.) - $15,775 TOTAL - $63,275 BUT IT'S ALL ABOUT A CALL TO ACTION. AND THOSE ACTIONS TRANSLATE TO ASSUMING A PURPOSED LEADERSHIP ROLE AS EXCELA HEALTH SEEKS TO INCREASE ACCESS AND ENHANCE QUALITY IN NEW AND ENLIGHTENED WAYS. FROM ITS BOARD OF TRUSTEES TO PROFESSIONAL STAFF, EXCELA CONTINUES TO FOCUS ITS SITES ON WHAT PEOPLE NEED MOST - THE BEST CARE POSSIBLE, AS CLOSE TO HOME AS POSSIBLE, WITH THE ADVANCED TECHNOLOGY AND EXPERTISE TO DELIVER THAT CARE. A STATISTICAL LOOK AT EXCELA HEALTH AS A FISCALLY RESPONSIBLE ORGANIZATION, EXCELA HEALTH CONTINUES TO LOOK AT WAYS TO CONSOLIDATE, INTEGRATE AND INITIATE PRACTICES AND PROCESSES THAT CAN SUSTAIN THE HEALTH SYSTEM OVER TIME, SO THAT IT IS HERE TODAY, AND WELL INTO THE FUTURE. AS STEWARDS OF THE PUBLIC TRUST, IT IS EXCELA'S DUTY TO DO SO, AND THE LEGACY IT LEAVES AT THIS MOMENT WILL BECOME PART OF ITS HISTORY SPANNING MORE THAN 120 YEARS. LICENSED BEDS: 578 STAFFED BEDS: 427 EMPLOYEES: 5,251 VOLUNTEERS AND AUXILIANS: 944 BIRTHS: 1,300 INPATIENT ADMISSIONS/OBSERVATIONS: 30,837 OUTPATIENT VISITS: 687,134 EMERGENCY DEPARTMENT VISITS: 101,516 COMMUNITIES SERVED: 97 ZIP CODES/ WESTMORELAND, FAYETTE, INDIANA COUNTIES SERVICE AREA POPULATION: 352,627 (IN WESTMORELAND COUNTY ONLY)
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) IN ADDITION TO ITS HOSPITALS, EXCELA HEALTH IS A SOLE CORPORATE MEMBER OF THE FOLLOWING ORGANIZATIONS LOCATED IN WESTMORELAND AND PARTS OF FAYETTE COUNTIES AND INCLUDES THE FOLLOWING NOT-FOR PROFIT SUBSIDIARIES: EXCELA HEALTH HOME CARE AND HOSPICE CAREGIVERS OF SOUTHWESTERN PA WESTMORELAND/FRICK/ HOSPITAL FOUNDATION, A CHARITABLE FOUNDATION LATROBE AREA HOSPITAL CHARITABLE FOUNDATION AND ITS HEALTH CARE-RELATED SUBSIDIARIES UNDER THE EXCELA HEALTH HOLDING COMPANY UMBRELLA: EXCELA HEALTH MEDICAL GROUP (FORMERLY CALLED THE EXCELA HEALTH PHYSICIAN PRACTICES) ENCOMPASSING BARIATRIC SURGERY, BEHAVIORAL HEALTH, CARDIOLOGY, CARDIOTHORACIC SURGERY, ENT, FAMILY MEDICINE, GASTROENTEROLOGY, GENERAL SURGERY, HOSPITALIST PROGRAM, INTERNAL MEDICINE, INTENSIVIST PROGRAM, NEUROLOGY, OB-GYN, OCCUPATIONAL MEDICINE, ORTHOPEDICS AND SPORTS MEDICINE, PAIN MEDICINE, PALLIATIVE CARE, PHYSIATRY, THORACIC SURGERY AND VASCULAR SURGERY. EXCELA HEALTH DIVERSIFIED SERVICES EXCELA HEALTH VENTURES, LLC EXCELA HEALTH ANESTHESIA ASSOCIATES, LLC EXCELA HEALTH RECIPROCAL RISK RETENTION GROUP WESTMORELAND HOSPITAL OVER A CENTURY AGO, WESTMORELAND HOSPITAL OPENED ITS DOORS TO A COMMUNITY IN NEED OF MEDICAL CARE AND THUS BEGAN A "HEALTHY" PARTNERSHIP THAT HAS NOT ONLY ENDURED, BUT FLOURISHED. MORE IMPORTANTLY, THE COMMUNITY LEADERS WHO SERVED AS THE DRIVING FORCE BEHIND THIS FLEDGLING HOSPITAL SET A STANDARD BY WHICH ALL FUTURE LEADERS WOULD BE MEASURED, ONE THAT EMBODIED THE TENETS OF HIGH QUALITY, COST EFFECTIVENESS AND COMMITMENT TO EXCELLENCE IN PATIENT CARE, ALL CLOSE TO HOME. AS A 501 (C)(3) ORGANIZATION LOCATED IN THE HEART OF WESTMORELAND COUNTY, PENNSYLVANIA, WESTMORELAND HOSPITAL HAS SOUGHT TO ABIDE BY THOSE TENETS WHILE NAVIGATING THE WATERS OF INDUSTRY CHANGE, ECONOMIC DOWNTURN, AND DEMOGRAPHIC SHIFTS, ALWAYS WITH AN EYE TOWARD A STEADY HORIZON - ITS MISSION OF "IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH." TODAY, WESTMORELAND, WITH 375 LICENSED BEDS, PROVIDES A FULL RANGE OF ACUTE CARE SERVICES WHILE SERVING AS A REGIONAL REFERRAL CENTER, CARING FOR FRIENDS, NEIGHBORS, FAMILY MEMBERS AND OTHERS. PATIENT ADMISSIONS/OBSERVATION: 18,551 ACUTE CARE PATIENT DAYS: 67,680 NEWBORNS: 1,300 TOTAL OPERATING ROOM PROCEDURES: 10,278 LAB PROCEDURES AND TESTS: 1,530,698 EMERGENCY ROOM VISITS: 48,485 PHYSICAL THERAPY TREATMENTS: 236,930 OUTPATIENT SURGERIES: 7,104 OUTPATIENT VISITS: 340,263 OUTPATIENT X-RAY PROCEDURES: 136,883 BECAUSE EXCELA WESTMORELAND FIRMLY BELIEVES THAT ITS MISSION IS INCLUSIVE AND SPEAKS TO ITS TRUEST SENSE OF COMMUNITY COMMITMENT, THE HOSPITAL AND ITS EMPLOYEES REINVEST IN THE COMMUNITY IN THE FOLLOWING FASHION: ABSORB BAD DEBT AND PROVIDE CHARITY AND UNCOMPENSATED CARE: $3,194,807 245 VOLUNTEERS DONATE OF THEIR TIME AND TALENTS: 21,158 HOURS PATIENT EDUCATION MATERIALS: $29,892 THE FAMILY ADDITIONS MATERNITY CENTER OFFERS MATERNITY CARE IN A HOME-LIKE ATMOSPHERE FEATURING 10 LABOR-DELIVERY-RECOVERY SUITES (LDRS) WITH OPERATING SUITES FOR CESAREAN OR HIGH RISK BIRTHS, A SPECIAL CARE (LEVEL II) NURSERY STAFFED WITH A NEONATOLOGIST AND NEONATOLOGY PRACTITIONERS, AND PEDIATRIC CARE. SERVICES FOR WOMEN PLANNING OR CONSIDERING PREGNANCY ARE OFFERED, ALONG WITH GYNECOLOGICAL SERVICES FOR WOMEN OF ALL AGES. BEHAVIORAL HEALTH SERVICES FEATURES A 32-BED ADULT INPATIENT PROGRAM, OUTPATIENT SERVICES FOR ADULTS AND CHILDREN AND REACHES INTO THE COMMUNITY THROUGH A VARIETY OF COMMUNITY-BASED PROGRAMS. IN 2013, BEHAVIORAL HEALTH EXPANDED AND REMODELED THE CRISIS RESPONSE CENTER, GIVING IT A TOTAL OF 4,000 SQUARE FEET TO ACCOMMODATE INDIVIDUALS WITH MULTIPLE PHYSICAL AND EMOTIONAL NEEDS THROUGH A "LIVING ROOM MODEL" OF CRISIS INTERVENTION. THE CRISIS CENTER HAS BECOME A CENTRAL EVALUATION AND REFERRAL SERVICE FOR THE COMMUNITY AND SERVES OVER 1,000 INDIVIDUALS IN PSYCHIATRIC CRISES EACH YEAR. ADDITIONALLY, THE HOSPITAL HOUSES A BREAST HEALTH CENTER; EXTENSIVE OUTPATIENT SERVICES INCLUDING A SHORT STAY SURGERY UNIT; DIABETES SERVICES; A FULL COMPLEMENT OF IMAGING SERVICES INCLUDING FIXED-SITE AND OPEN MRI UNITS; A BARIATRIC SURGERY CENTER, A LARGE, NEWLY RENOVATED CRITICAL CARE UNIT WITH STATE-OF-THE-ART FEATURES AND AN INTENSIVIST PROGRAM (OFFERING 24 HOUR A DAY, IN-HOUSE PHYSICIAN SPECIALIST COVERAGE IN THE CRITICAL CARE AREAS), AND EMERGENCY CARE. MINIMALLY INVASIVE SURGERY, TOO, WAS ENHANCED WITH THE ADDITION OF A SECOND MINIMALLY INVASIVE SURGERY OPERATING ROOM SUITE AT WESTMORELAND HOSPITAL. ADDED IN OCTOBER 2010, THE NEWLY REMODELED SURGICAL SUITE PROVIDES MAXIMUM PATIENT BENEFITS IN A MINIMALLY INVASIVE WAY. DESCRIBED AS THE "OPERATING ROOM OF THE FUTURE - TODAY" THE I-SUITE OPERATING ROOM BY STRYKER FEATURES THE LATEST TECHNOLOGIES FOR ENHANCING THE QUALITY AND EFFICIENCY OF MINIMALLY INVASIVE SURGERY. IN 2014, A DA VINCI SURGICAL ROBOT WAS ADDED TO WESTMORELAND, WHERE TRAINED SURGEONS ARE ABLE TO PERFORM ROBOT-ASSISTED SURGERIES. IN FEBRUARY 2011, AN OBSERVATION UNIT ON THE HOSPITAL'S SECOND FLOOR WAS ADDED, GEARED TOWARD PATIENTS WHO ARE EXPECTED TO BE EVALUATED, DIAGNOSED AND TREATED RAPIDLY, WITH THE LIKELIHOOD OF IMPROVEMENT AND DISCHARGE WITHIN 24 HOURS. IT IS ALSO HOME TO THE INTERVENTIONAL CAPABILITIES OF THE HEART AND VASCULAR CENTER. THE WELL-BEING CENTER OFFERING WELLNESS AND PREVENTION PROGRAMS FOR OUR COMMUNITIES, BUSINESSES AND EMPLOYEES ALIKE. THE WESTMORELAND HOSPITAL EMERGENCY DEPARTMENT CONTINUES TO SEE PATIENTS FROM ALL WALKS OF LIFE AND ALL STAGES OF ILLNESS AND INJURY. WITHIN ITS REFURBISHED SPACE, THE DEPARTMENT SAW 48,485 INDIVIDUALS IN FY 2018. RECENTLY, THE HOSPITAL AND HEALTHSYSTEM OF PENNSYLVANIA (HAP) RECOGNIZED THE DEPARTMENT'S EFFORTS IN ADDRESSING PATIENT THROUGHPUT. THE EXCELA ADVANCED WOUND CARE CENTER CONTINUES TO HELP PATIENTS WITH ALL TYPES OF WOUNDS, MOST NOTABLY, WITH HYPERBARIC OXYGEN CHAMBER TREATMENT TO SPEED HEALING IN SOME TYPES OF WOUNDS, ESPECIALLY DIABETIC ULCERS. EXCELA HEALTH IS THE FIRST IN THE AREA TO DO SO. FURTHER, THE CENTER OFFERS OTHER TREATMENTS INCLUDING TOPICAL SKIN CARE, WOUND DRESSINGS AND MEDICATIONS. FOR MORE SERIOUS CASES, EXCELA HEALTH OFFERS SOPHISTICATED SOLUTIONS, SUCH AS "SKIN SUBSTITUTES" TO HELP COVER AN OPEN WOUND, REDUCE HEALING TIME, AND PAIN. GETTING TO THE HEART OF THE MATTER THE HEART AND VASCULAR CENTER AT WESTMORELAND HOSPITAL THE HEART AND VASCULAR CENTER AT EXCELA HEALTH OFFERS THE LATEST TECHNOLOGIES, COMPASSIONATE CARE, HIGHLY ADVANCED MEDICAL EXPERTISE REFLECTED IN EXCEPTIONAL OUTCOMES, AND EXPERIENCE COMMENSURATE WITH HIGH VOLUMES. THE HEART AND VASCULAR CENTER SPANS EMERGENCY CARE FOR QUICK ASSESSMENT AND TREATMENT OF HEART ATTACK AND RELATED CONDITIONS TO DIAGNOSTIC CARE, INTERVENTIONAL CARDIOLOGY, ELECTROPHYSIOLOGY, CARDIOTHORACIC AND VASCULAR SURGERY, A HEART FAILURE CLINIC, AN A-FIB CLINIC AND CARDIAC/PULMONARY REHABILITATION. OF EQUAL IMPORTANCE IS THE FACT THAT AREA RESIDENTS NO LONGER NEED TO TRAVEL GREAT DISTANCES FOR TOP QUALITY, COMPREHENSIVE HEART CARE, PARTICULARLY WITH WESTMORELAND COUNTY HOLDING THE DUBIOUS DISTINCTION OF HAVING A HIGHER INCIDENCE OF HEART DISEASE THAN ANYWHERE ELSE IN THE STATE. HERE, PATIENTS CAN FIND CARE IN THEIR OWN COMMUNITY KNOWING THAT EXCELA HEALTH SEEKS AND MEETS STRINGENT STANDARDS OF CARE AND QUALITY. AS THE CENTERPIECE OF EXCELA HEALTH'S SYSTEM-WIDE CARDIAC EXPERTISE, THIS INTERVENTIONAL CENTER HOUSES THE CARDIAC CATHETERIZATION AND ELECTROPHYSIOLOGY LABS AND A 64-SLICE CT SCANNER; ALLOWS FOR HIGH-VOLUME OPEN HEART SURGERY (THREE CARDIOVASCULAR OPERATING ROOMS WITH TWO DEDICATED TO OPEN HEART PROCEDURES AS WELL AS A 16-BED CARDIAC CARE UNIT, 52 TELEMETRY BEDS AND A DEDICATED NURSING STAFF); HAS AN IMAGING DEPARTMENT WITH ECHOCARDIOGRAPHY, CARDIAC CT, CARDIAC MRI AND A VASCULAR LAB, AND ALL RELATED TECHNOLOGIES ALONG WITH THE EXPERIENCED MEDICAL STAFF FOR DIAGNOSIS AND TREATMENT TO ENSURE HIGH QUALITY AND EXCELLENT SURVIVAL RATES. WITH THE RECRUITMENT OF ADDITIONAL INTERVENTIONAL CARDIOLOGISTS, EXCELA HEALTH ALSO OFFERS ATRIAL ABLATION TO CORRECT ATRIAL FIBRILLATION (A-FIB) AND SUPRAVENTRICULAR TACHYCARDIA (SVT). THE HEART CENTER PROCEDURES PERFORMED: OPEN HEART SURGERIES: 190 CARDIAC CATHETERIZATIONS: 2,850 ELECTROPHYSIOLOGY STUDIES: 11* DEVICE IMPLANTATIONS: 363 ABLATIONS: 127 CARDIAC REHABILITATION VISITS (ALL LOCATIONS): 29,752 PULMONARY REHABILITATION VISITS (ALL LOCATIONS): 2,260 *EP STUDIES ARE OFTEN INCLUDED WITH ABLATION AND MOST MAY NOT BE REFLECTED IN THIS NUMBER. ADDITIONALLY, INNOVATIVE PROGRAMS HAVE FURTHER INCREASED SURVIVAL RATES OF INDIVIDUALS EXPERIENCING A CARDIAC EVENT AND INCLUDE:
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) TWELVE-LEAD EKG TRANSMISSION A PRE-HOSPITAL PROGRAM, 12-LEAD EKG TRANSMISSION BRINGS TOGETHER MULTIPLE TECHNOLOGIES TO AID IN PATIENT DIAGNOSIS, EXPEDITE CARE, AND MINIMIZE HEART DAMAGE. THIS PROGRAM REDUCES THE TIME TO CARDIAC INTERVENTION SIGNIFICANTLY, IN FACT, BELOW STATE AVERAGES, WHICH HAS IMPROVED OUTCOMES FOR HEART ATTACK VICTIMS. THE GOAL HAS BEEN FOR EACH PATIENT TRANSPORTED BY EMERGENCY MEDICAL SERVICES TO SKIP THE EMERGENCY DEPARTMENT VISIT AND GO DIRECTLY TO THE CARDIAC CATHETERIZATION LABORATORY. FOR THE HEALTH SYSTEM'S EFFORTS, THEY HAVE BEEN RECOGNIZED BY THE AMERICAN HEART ASSOCIATION AS A MODEL AMONG THE MEMBERS OF ITS MISSION LIFELINE COALITION IN PENNSYLVANIA. HYPOTHERMIC TREATMENT OF CARDIAC ARRESTS PATIENTS SUFFERING A CARDIAC ARREST HAVE A HIGH RATE OF MORTALITY AND MORBIDITY. STUDIES HAVE SHOWN THAT MORE THAN 90 PERCENT OF PEOPLE WITH CARDIAC ARREST DIE BEFORETHEY REACH A HOSPITAL. STUDIES ALSO HAVE INDICATED THAT COOLING A PATIENT'S CORE BODY TEMPERATURE IMPROVES THOSE ODDS. HYPOTHERMIA THERAPY, MOST OFTEN BEGUN IN THE EMERGENCY DEPARTMENT, CAN ALSO BE STARTED IN A CARDIAC CATHETERIZATION LABORATORY, A CRITICAL CARE OR INTENSIVE CARE UNIT OR IN THE FIELD BY EMERGENCY MEDICAL FIRST RESPONDERS. MANY EMS PROVIDERS ARE TRAINED AND EQUIPPED TO INITIATE HYPOTHERMIA THERAPY IN THE FIELD INCLUDING EXCELA HEALTH'S EMS CREWS AT FRICK HOSPITAL. EXCELA WESTMORELAND ALSO SUPPORTS TRANSPARENT PUBLIC REPORTING OF HEALTH CARE QUALITY DATA AND PARTICIPATES IN NATIONAL INITIATIVES SUCH AS: AMERICAN COLLEGE OF CARDIOLOGY CATH/PCI R SOCIETY OF THORACIC SURGERY REGISTRY AMERICAN COLLEGE OF CARDIOLOGY ICD REGISTRY CENTER FOR MEDICARE AND MEDICAID HOSPITAL COMPARE (WWW.HOSPITALCOMPARE.HHS.GOV) HIGHMARK BLUE CROSS BLUE SHIELD HAS DESIGNATED EXCELA'S PROGRAM AS A BLUE DISTINCTION CENTER PLUS FOR CARDIAC CARE. EXCELA WESTMORELAND HAS ALSO RECEIVED THE AMERICAN HEART ASSOCIATION "GET WITH THE GUIDELINES" HEART FAILURE QUALITY ACHIEVEMENT AWARD AND A SILVER PLUS RECOGNITION THROUGH AMERICAN HEART ASSOCIATION "MISSION LIFELINE" AWARD. EXCELA HEALTH ACHIEVED MISSION: LIFELINE STEMI RECEIVING CENTER CERTIFICATION ON JUNE 20, 2017 (AND CONTINUING) THROUGH THE ACC/AHA. PATIENTS ARE ALSO INTRODUCED TO A COMPREHENSIVE CARDIAC REHABILITATION PROGRAM CONSISTING OF EXERCISE AND EDUCATION AS WELL AS SUPPORT SERVICES AND HOME HEALTH CARE, IF NEEDED. WE'RE EXPECTING YOU THE FAMILY ADDITIONS MATERNITY CENTER AT WESTMORELAND EXPERT CARE, SUPPORT AND EDUCATION ARE THE HALLMARKS OF THE FAMILY ADDITIONS MATERNITY CENTER WHERE EXCELA WESTMORELAND CONTINUES THE TRADITION OF PROVIDING PARENTS-TO-BE WITH A WARM, CARING ENVIRONMENT COUPLED WITH STATE-OF-THE-ART TECHNOLOGY. EXCELA WESTMORELAND UNDERSTANDS THAT BECOMING A MOM IS NOT JUST ABOUT THE BIRTH, BUT THE BEGINNING OF AN INCREDIBLE JOURNEY, ONE IN WHICH THEY HELP WOMEN, AND THEIR GROWING FAMILIES, ENJOY THE EXPERIENCE WHILE PROVIDING CARE AND SUPPORT THAT CAN LAST A LIFETIME. IT STARTS WITH A RANGE OF EDUCATIONAL CLASSES, MOST FREE, WHERE INDIVIDUALS LEARN ABOUT PREGNANCY, PARENTING, CARE FOR THE NEW INFANT, AND SO MUCH MORE. PRE-NATAL TESTING IS AVAILABLE AS IS NUTRITIONAL ADVICE FOR KEEPING MOTHER AND BABY HEALTHY AND HAPPY. BIRTHING CLASSES ARE OFFERED FOR MOM, THE BABY'S FATHER AND EVEN SIBLINGS. GRANDPARENTING CLASSES ARE AVAILABLE WHEN THE EXTENDED FAMILY IS MORE INTIMATELY INVOLVED. THIS AWARD-WINNING CENTER, FEATURES 10 WELL-APPOINTED LABOR-DELIVERY-RECOVERY (LDRS) SUITES WITH ALL THE COMFORTS OF HOME BUT EQUIPPED WITH THE LATEST TECHNOLOGY. THERE IS ALSO A SPECIAL CARE (LEVEL II) NURSERY FOR INFANTS BORN PREMATURELY, WITH VERY LOW BIRTH WEIGHT, OR OTHER DIFFICULTIES, PROVIDING 'ROUND-THE-CLOCK CARE BY CERTIFIED NEONATAL NURSE PRACTITIONERS AND NEONATOLOGISTS. PEDIATRICIANS ARE ALSO CLOSE BY TO ADDRESS SPECIAL NEWBORN NEEDS. ALSO, PRIVATE, POST-PARTUM ROOMS WITH PULL-OUT BEDS FOR DADS AND OPERATING ROOMS ON THE SAME FLOOR FOR CESAREAN SECTIONS, COMFORTABLE WAITING ROOMS AND A NEWBORN PHOTO SERVICE. BONDING WITH BABY BEGINS IMMEDIATELY FOLLOWING DELIVERY THROUGH THE 24/7 COUPLET CARE, WHICH MEANS BABY "ROOMS IN" SO THAT THE NURSING TEAM CAN HELP PREPARE THE NEW FAMILY FOR LIFE AT HOME. THE PRIVATE POST-PARTUM ROOMS ALSO ARE FURNISHED WITH PULL-OUT BEDS HELPING TO PROMOTE FAMILY TOGETHERNESS. A CELEBRATORY DINNER IS ALSO AVAILABLE AFTER BABY'S BIRTH. BIRTHS FOR THE FISCAL YEAR 2018 REACHED 1,300. RECOGNIZED AS A "BREASTFEEDING FRIENDLY WORKPLACE" BY THE BREASTFEEDING FRIENDLY WORKPLACE COLLABORATIVE AND THE PENNSYLVANIA BREASTFEEDING COALITION, EXCELA HEALTH OFFERS THE SUPPORT WOMEN NEED TO BREAST FEED THE BABY SUCCESSFULLY. LACTATION CONSULTANTS ARE HERE BEFORE DELIVERY WITH PRENATAL EDUCATION AND SEE EVERY MOM DURING THE HOSPITAL STAY. ONCE MOM AND BABY ARE HOME, THE LACTATION CONSULTANTS ARE AVAILABLE FOR CONSULTATION. EXCELA HEALTH'S WEB SITE ALSO OFFERS A NEW COMPONENT CALLED "BABY TALK WITH MY EXCELA DOC" WHERE WOMEN CAN TYPE IN QUESTIONS AND GET A RESPONSE FROM A DOCTOR OR ALLIED PROFESSIONAL REGARDING THE MANY, VARIED ASPECTS OF MATERNITY CARE. EXCELA HEALTH VOLUNTEER SERVICES, ALONG WITH THE MATERNITY CENTER, INSTITUTED A PROGRAM CALLED THE VOLUNTEER CUDDLER PROGRAM. VOLUNTEER "CUDDLERS" PROVIDE HOURS OF ONE-ON-ONE ATTENTION TO INFANTS WITH NEONATAL ABSTINENCE SYNDROME WITHIN THE HOSPITAL'S SPECIAL CARE (LEVEL II) NURSERY. BABIES BORN WITH ADDICTIONS ARE HELPED THROUGH THIS PROVEN METHOD OF HUMAN TOUCHING AND INTERACTION. FAMILY ADDITIONS MATERNITY CENTER NOW PART OF KEYSTONE SCHOLARS KEYSTONE SCHOLARS IS PENNSYLVANIA'S INVESTMENT IN A BABY'S FUTURE. WESTMORELAND COUNTY WAS SELECTED AS ONE OF SIX COUNTIES IN PENNSYLVANIA TO PARTICIPATE IN KEYSTONE SCHOLARS. THE PENNSYLVANIA TREASURY IS INVESTING $100 FOR EVERY BABY BORN OR ADOPTED IN WESTMORELAND COUNTY DURING CALENDAR YEARS 2018 AND 2019 TO USE FOR FUTURE HIGHER EDUCATION EXPENSES. A BABY WITH A HIGHER EDUCATION SAVINGS ACCOUNT AT BIRTH IS THREE TIMES MORE LIKELY TO PURSUE EDUCATION OR TRAINING AFTER HIGH SCHOOL AND FOUR TIMES MORE LIKELY TO GRADUATE. HIGHER EDUCATION INCLUDES COMMUNITY COLLEGE, VOCATIONAL AND TECHNICAL SCHOOLS, 2-YEAR COLLEGES, 4-YEAR COLLEGES, AND GRADUATE SCHOOL PROGRAMS. PARENTS HAVE UNTIL THE BABY'S FIRST BIRTHDAY TO CLAIM THE $100 KEYSTONE SCHOLARS INVESTMENT. KEYSTONE SCHOLAR ACCOUNTS CAN BE USED UP UNTIL THE CHILD TURNS 29. MAKING CARE MORE ACCESSIBLE OUTPATIENT CARE AND COMMUNITY OUTREACH TO MAKE HEALTH CARE MORE ACCESSIBLE TO ITS COMMUNITIES, EXCELA WESTMORELAND CONTINUES TO OFFER SERVICES IN AN OUTPATIENT SETTING AS WELL AS HEALTH SCREENINGS, HEALTH FAIRS, EDUCATIONAL CLASSES, SUPPORT GROUPS AND A VIBRANT SPEAKERS BUREAU, ALL WITH THE PURPOSE OF KEEPING ITS COMMUNITIES HEALTHY. THE DIABETES CENTER TENDS TO THE NEEDS OF THE COUNTY'S DIABETIC POPULATION, WHICH IS 10 PERCENT OF THE TOTAL WESTMORELAND COUNTY POPULATION. DIABETES EDUCATION WAS PROVIDED TO 684 PATIENTS AT WESTMORELAND HOSPITAL. THE DIABETES CENTER ALSO PROVIDES EDUCATION TO PERSONAL CARE AND GROUP HOMES, SEEING 452 PATIENTS IN FY 2018. OTHER CLINICS INCLUDE THE DIGESTIVE DISORDERS CENTER, BREAST HEALTH CENTER, EXCELA HEALTH OUTPATIENT SERVICES, OUTPATIENT LABS AND IMAGING STATIONS (QUIKDRAW AND QUIKDRAW PLUS), AND THE SHORT STAY SURGERY SUITE. VARIED PROCEDURES TOTALED: OUTPATIENT X-RAY PROCEDURES: 136,883 OUTPATIENT SURGERIES: 7,104 OUTPATIENT GASTROENTEROLOGY PROCEDURES: 6,351 TOTAL OUTPATIENT REGISTRATIONS/VISITS: 340,263 FRICK HOSPITAL AT THE START OF THE 20TH CENTURY, THE WHEELS OF PROGRESS WERE TURNING FOR THE COMMUNITY OF MOUNT PLEASANT. WITH THE HELP OF A DONATION BEQUEATHED BY A FORMER RESIDENT, A CHARTER FOR A DISPENSARY WAS GRANTED AND LATER THAT SAME YEAR, IN SEPTEMBER 1902, A HOSPITAL CHARTER WAS APPROVED. TODAY, FRICK HOSPITAL, A 33 LICENSED BED HOSPITAL OFFERS GENERAL ACUTE CARE SERVICES, SURGICAL SERVICES, REHABILITATION SERVICES, OUTPATIENT SERVICES AND MORE. BEYOND THAT, THE HOSPITAL IS STAFFED WITH HIGHLY TRAINED, HOME GROWN PROFESSIONALS; FRIENDS TAKING CARE OF FRIENDS AND NEIGHBORS WITH ALL THE UNDERSTANDING AND COMPASSION SHARED EXPERIENCE FOSTERS. THE PHYSICIANS ARE DEDICATED TO QUALITY AND CARING IN EQUAL MEASURE, WITH A COMMITMENT TO THEIR COMMUNITY NOT OFTEN SEEN IN MORE URBAN AREAS. AS A FOUNDING MEMBER OF EXCELA HEALTH, FRICK EXPANDED HEALTH CARE SERVICES TO INCLUDE WOMEN'S CARE SERVICES, PROVIDING A RANGE OF BREAST HEALTH SERVICES AND BONE DENSITY SCANNING, AS WELL AS AN OUTPATIENT SERVICES CENTER FEATURING A CENTRALIZED OUTPATIENT REGISTRATION AREA WITH QUICK, CONVENIENT PATIENT REGISTRATION SURROUNDED BY A VARIETY OF OUTPATIENT TESTING AREAS AND SERVICES, DRAWING TOGETHER NUCLEAR MEDICINE, PULMONARY FUNCTION LAB, STRESS LAB, EKG, EEG, ECHOCARDIOGRAPHY, X-RAY, ULTRASOUND AND MAMMOGRAPHY FOR "ONE-STOP SHOPPING."
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) ALWAYS AN OBJECT OF COMMUNITY PRIDE AND COMMUNITY LIFE, FRICK HOSPITAL ALSO BOASTS A NATIONALLY RECOGNIZED EMERGENCY DEPARTMENT STAFFED WITH BOARD CERTIFIED EMERGENCY MEDICINE PHYSICIANS. SERVING SOUTHERN WESTMORELAND AND NORTHERN FAYETTE COUNTIES, FRICK HOSPITAL ALSO OFFERS ENHANCED SURGICAL SERVICES AND NEW, STATE-OF-THE-ART CARDIAC REHABILITATION. ITS CARDIAC AND PULMONARY REHABILITATION PROGRAM IS ONE OF THREE ACROSS THE EXCELA HEALTH SYSTEM, PROVIDING EXERCISE, EDUCATION AND SUPPORT TO THOSE WHO HAVE HAD A HEART ATTACK. PATIENTS ARE OFTEN JOINED BY FAMILY MEMBERS IN A STRUCTURED PROGRAM OF RECOVERY THAT INCLUDES MONITORING, SUPERVISION, MAINTENANCE AND FINALLY, INDEPENDENT EXERCISE. WITH THE ANNOUNCEMENT MADE IN JUNE 2014, EXCELA HEALTH IS INVESTING MORE THAN $15 MILLION IN THE FRICK COMMUNITY OVER FIVE YEARS TO DESIGN AN INNOVATIVE HEALTH CARE DELIVERY SYSTEM FOR THE NORTHERN FAYETTE AND SOUTHERN WESTMORELAND COUNTY REGION. THE COMPLETED PROJECT WILL BOAST A MEDICAL MALL CONCEPT WITH LAB, IMAGING AND PHYSICAL THERAPY SERVICES, PHYSICIAN OFFICES, SPECIALTY SERVICES AND EXTENSIVE RENOVATIONS. PHASE I OF THIS PROJECT BEGAN WITH A $2 MILLION REMODEL OF THE EMERGENCY DEPARTMENT. PHASES II AND III BOASTED RENOVATIONS TO THE LOBBY AREA AND CAF, ENHANCED DIAGNOSTICS WITH RAPID RESULTS AND RENOVATIONS TO THE SECOND AND THIRD FLOORS FOR MEDICAL SPECIALTY OFFICES. PHASE IV BEGAN IN THE SPRING OF 2018 WITH THE ADDITION OF A COMBINED FAMILY MEDICINE PRACTICE WITH RESIDENCY PROGRAM, A PRIMARY CARE PRACTICE AND NEW SPACE FOR ORTHOPEDICS AND SPORTS MEDICINE WITH THREE ORTHOPEDICS SPECIALISTS SEEING PATIENTS IN THAT SPACE. THIS 501(C)(3) HOSPITAL HAS ALSO GARNERED THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA ACHIEVEMENT AWARD FOR QUALITY, IS A PRESS GANEY PATIENT SATISFACTION LEADER, AND IS AMONG THE TOP 200 CODING HOSPITALS NAMED BY INGENIX. LIKE ITS SISTER HOSPITALS, FRICK READILY EMBRACES THE MISSION OF "IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH." PATIENT ADMISSIONS/OBSERVATION: 2,878 ACUTE CARE PATIENT DAYS: 8,892 TOTAL OPERATING ROOM PROCEDURES: 1,645 LAB PROCEDURES AND TESTS: 448,116 EMERGENCY ROOM VISITS: 22,849 PHYSICAL THERAPY TREATMENTS: 36,155 OUTPATIENT SURGERIES: 1,544 OUTPATIENT REGISTRATION/VISITS: 106,607 OUTPATIENT X-RAY PROCEDURES: 46,453 BECAUSE EXCELA FRICK FIRMLY BELIEVES THAT ITS MISSION IS INCLUSIVE AND SPEAKS TO ITS TRUEST SENSE OF COMMUNITY COMMITMENT, IT REINVESTS IN ITS COMMUNITIES IN THE FOLLOWING FASHION: ABSORB BAD DEBT AND PROVIDE CHARITY AND UNCOMPENSATED CARE: $1,084,210 61 VOLUNTEERS DONATE OF THEIR TIME AND TALENTS: 11,204 HOURS PATIENT EDUCATION MATERIALS: $4,308 OUTPATIENT PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY SERVICES ARE ALSO AVAILABLE HERE. LOYAL TO THEIR COMMUNITY HOSPITAL, AREA RESIDENTS VOLUNTEER TO HELP WITH THE DAY-TO-DAY TASKS THAT ALLOW THE HOSPITAL TO RUN SMOOTHLY. FRICK HOUSES A CARDIAC AND PULMONARY REHABILITATION CENTER PROVIDING EASIER ACCESS AND CONVENIENCE TO THOSE RECOVERING FROM HEART AND LUNG-RELATED ISSUES. AS THE NUMBER OF PATIENTS NEEDING SERVICES NEARLY DOUBLED, IT WAS OBVIOUS THAT A LARGER, UPDATED FACILITY WAS A NECESSITY. CONSOLIDATING ALL REHABILITATION SERVICES IN ONE LOCATION, THE SIZE OF THE CENTER NEARLY DOUBLED. THE GYM HOLDS $80,000 IN EQUIPMENT INCLUDING FIVE STATIONARY BIKES, THREE NUSTEP MACHINES, A RECUMBENT BIKE, TWO UPPER BODY ERGOMETERS AND FIVE TREADMILLS. FLAT SCREEN TELEVISIONS ARE AN ADDED AMENITY FOR PATIENTS AS THEY WORK OUT. JACOB'S CREEK AREA FAITH IN ACTION IS ALSO LOCATED AT FRICK HOSPITAL, WHICH IS ONE OF FOUR SITES IN WESTMORELAND COUNTY. THE GROUP PROVIDES VOLUNTEER COMPANIONSHIP AND ASSISTANCE TO HELP OLDER ADULTS REMAIN IN THEIR HOMES INDEPENDENTLY AND HEALTHFULLY. THE GOAL OF THE FREE PROGRAM IS TO BRING INTERFAITH, NON-PROFIT AND BUSINESS COMMUNITIES TOGETHER TO ENHANCE THE EVERYDAY LIVES OF THOSE AGE 60 AND OLDER. WITH ITS PARALLEL MISSION, HOSTING FAITH IN ACTION SEEMED A NATURAL FIT AND FRICK HAS HELPED TO REDUCE ADMINISTRATIVE EXPENSES SO MORE UNITED WAY DOLLARS CAN BE USED FOR VOLUNTEER SUPPORT. SERVICES RANGE FROM TRANSPORTATION TO MEDICAL APPOINTMENTS AND CAREGIVER RELIEF TO TELEPHONE REASSURANCE AND SUPPORTIVE VISITS. THE CHAPTER SERVES THE SOUTHERN WESTMORELAND COUNTY AREAS OF ALVERTON, EVERSON, MOUNT PLEASANT, SCOTTDALE AND OTHER COMMUNITIES. QUALITY EMERGENCY CARE THE FRICK HOSPITAL EMERGENCY DEPARTMENT EXCELA FRICK'S EMERGENCY DEPARTMENT HAS RECEIVED NATIONAL RECOGNITION OVER THE LAST SEVERAL YEARS FOR ACHIEVING EXCELLENCE IN PATIENT SATISFACTION, RANKING AS A LEADER AMONG SIMILAR-SIZED HOSPITALS ACROSS THE COUNTRY AND SERVING AS A MODEL FOR THE REST OF EXCELA HEALTH. PATIENTS PRAISE THE RAPID ENTRY PROGRAM THAT SHORTENS WAITING TIMES, AND THE EFFICIENCY, WARM WELCOME AND EXCELLENT CARE THAT KEEPS THEM COMING BACK TO THE HOSPITAL WHERE EVERYONE KNOWS THEIR NAMES. IN FACT, THE EMERGENCY DEPARTMENT SAW 22,849 PATIENTS IN FY 2018. DR. WILLIAM JENKINS, EMERGENCY DEPARTMENT DIRECTOR AT EXCELA HEALTH FRICK HOSPITAL, WAS NAMED THE 2015 EMERGENCY PHYSICIAN OF THE YEAR BY THE PENNSYLVANIA CHAPTER OF THE AMERICAN COLLEGE OF EMERGENCY PHYSICIANS. THIS STATEWIDE DESIGNATION IS GIVEN TO A DESERVING EMERGENCY MEDICINE PHYSICIAN OF UNUSUAL MERIT, WHICH WAS DEMONSTRATED OVER THE COURSE OF HIS 24-YEAR CAREER AT EXCELA. MAKING CARE MORE ACCESSIBLE OUTPATIENT CARE AND COMMUNITY OUTREACH TO MAKE HEALTH CARE MORE ACCESSIBLE TO ITS COMMUNITIES, EXCELA FRICK HOSPITAL CONTINUES TO OFFER OUTPATIENT CARE AS WELL AS HEALTH SCREENINGS, HEALTH FAIRS, EDUCATIONAL CLASSES, SUPPORT GROUPS AND A VIBRANT SPEAKERS BUREAU. THE DIABETES CENTER TENDS TO THE NEEDS OF THE COUNTY'S DIABETIC POPULATION, WHICH IS 10 PERCENT OF THE TOTAL WESTMORELAND COUNTY POPULATION. DIABETES EDUCATION WAS PROVIDED TO 176 PATIENTS AT FRICK HOSPITAL. THE DIABETES CENTER ALSO PROVIDES EDUCATION TO PERSONAL CARE AND GROUP HOMES, SEEING 452 PATIENTS IN FY 2018. OTHER OUTPATIENT PROCEDURES INCLUDE: OUTPATIENT X-RAY PROCEDURES: 46,453 OUTPATIENT SURGERIES: 1,544 OUTPATIENT GASTROENTEROLOGY PROCEDURES: 2,631 OUTPATIENT REGISTRATIONS/VISITS: 106,607 AT CHURCHES, MALLS AND SCORES OF OTHER VENUES, FOR YOUTH, SENIORS, AND EVERYONE IN BETWEEN, HEALTH-RELATED EVENTS ARE OFFERED. IN THIS MANNER PEOPLE HAVE THE OPPORTUNITY TO PURSUE A COURSE OF WELLNESS, FIND NEEDED SUPPORT, LEARN ABOUT THE HOSPITAL'S CAPABILITIES AND HOW THEY CAN HELP, OR DISCOVER SUSPECTED OR UNKNOWN HEALTH CONDITIONS EARLY ON, SO THAT TREATMENT CAN BEGIN, OFFERING THE BEST POSSIBLE CHANCE FOR CARE AND CURE. EXCELA FRICK'S OUTREACH EFFORTS ALSO ENCOMPASS COMMUNITY SEMINARS AND LECTURES IN A VARIETY OF LOCATIONS THROUGH WESTMORELAND AND FAYETTE COUNTIES. THE HEALTHY HABITS AND OTHER INITIATIVES REACH YOUNGER AUDIENCES WITH A MESSAGE OF GOOD HEALTH IN A NON-THREATENING, POSITIVE WAY, SO THAT GOOD HEALTH HABITS CAN BE INSTILLED EARLY IN LIFE. THROUGH OUR SPEAKER'S BUREAU, PROFESSIONALS IN THEIR FIELDS OFFER INSIGHTS ON GIVEN TOPICS AND ARE FREE OF CHARGE. A RANGE OF SUPPORT GROUPS HELPS EASE THE BURDEN OF FEAR, APPREHENSION, GRIEF AND OTHER EMOTIONS AFTER A LIFE-CHANGING EVENT. THROUGH SUPPORT GROUPS, OR THOSE GROUPS SUPPORTED BY EXCELA FRICK HOSPITAL, INDIVIDUALS HAVE THE OPPORTUNITY TO SHARE THOUGHTS AND FEELINGS WITHIN AN ATMOSPHERE OF ACCEPTANCE, WHERE EMOTIONS CAN BE SORTED THROUGH AND CONCERNS AIRED. ADDITIONAL COMMUNITY CONTACTS INCLUDE PROGRAMS OFFERED BY THE WELL BEING CENTER, TOBACCO CESSATION AND OTHERS. BY REACHING BEYOND THE TRADITIONAL WALLS OF THE HOSPITAL, AS WELL AS UNDERSTANDING THE MANY, VARIED MEDICAL NEEDS OF THE POPULATIONS SERVED, THE HOSPITAL CAN DIRECT CARE WHERE IT IS MOST ACCESSIBLE AND MOST NEEDED. THROUGH EVENTS SUCH AS AMERICAN RED CROSS BLOOD DRIVES, BONE DENSITY SCREENINGS, BLOOD SCREENINGS, THE MOUNT PLEASANT GLASS AND ETHNIC FESTIVAL, WELLNESS INITIATIVES AT LOCAL COLLEGES AND SCHOOLS, THE SCOTTDALE FALL FESTIVAL, AND EXCELA'S GOLDEN HOUR HEART AND STROKE PROGRAM AND MUCH MORE, MANY LIVES HAVE BEEN TOUCHED WITHIN THE COMMUNITIES SERVED. LATROBE HOSPITAL IN LATROBE, PRACTICING PHYSICIANS TRAVELED BY HORSE-DRAWN BUGGY AT ALL HOURS OF THE DAY AND NIGHT, THROUGH ALL TYPES OF WEATHER CONDITIONS TO REACH THE BEDSIDE OF STRICKEN PATIENTS. THESE DEDICATED SOULS NOT ONLY JOURNEYED FAR TO ADMINISTER MEDICAL CARE BUT ALSO BLAZED THE WAY FOR A LOCAL HOSPITAL TO BE BUILT. THAT WAS 1907.
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) TODAY, THIS 170 LICENSED BED HOSPITAL OFFERS A SPECIAL BLEND OF CONCERN AND COMPASSION, CREATING A UNIQUE EXPERIENCE FOR PATIENTS IN LATROBE HOSPITAL, SERVING THE EASTERN PORTION OF WESTMORELAND COUNTY AND SOUTHERN INDIANA COUNTY. COMPASSIONATE, EXPERT AND HIGH QUALITY CARE ARE THE TRAITS MOST PROFOUNDLY EMBODIED BY ITS PHYSICIANS, NURSES, AND ALL HEALTH CARE PROFESSIONALS, INSPIRING TRUST AND CONFIDENCE IN A LIFELONG RELATIONSHIP WITH THE HOSPITAL. THERE'S A PRIDE IN THIS PLACE THAT TRANSCENDS THE CHANGES IN HEALTH CARE, ENSURING THE COMMUNITY'S ENDURING SUPPORT AND THE HOSPITAL'S CONTINUING SERVICE TO PATIENTS AND THEIR FAMILIES. A 501(C)(3) ORGANIZATION, LATROBE PROVIDES ACUTE, SURGICAL AND SPECIALIZED CARE, WITH: PATIENT ADMISSIONS/OBSERVATION: 9,408 ACUTE CARE PATIENT DAYS: 25,267 TOTAL OPERATING ROOM PROCEDURES: 7,182 LAB PROCEDURES AND TESTS: 972,227 EMERGENCY ROOM VISITS: 30,182 PHYSICAL THERAPY TREATMENTS: 104,993 OUTPATIENT SURGERIES: 5,872 OUTPATIENT REGISTRATION/VISITS: 240,264 OUTPATIENT X-RAY PROCEDURES: 83,637 BECAUSE EXCELA LATROBE HOSPITAL FIRMLY BELIEVES THAT ITS MISSION IS INCLUSIVE AND SPEAKS TO ITS TRUEST SENSE OF COMMUNITY COMMITMENT, ITS EMPLOYEES REINVEST IN THE COMMUNITY IN THE FOLLOWING FASHION: ABSORB BAD DEBT AND PROVIDE CHARITY AND UNCOMPENSATED CARE: $2,103,744 199 VOLUNTEERS DONATE OF THEIR TIME AND TALENTS: 24,978 HOURS PATIENT EDUCATION MATERIALS: $13,362 FUNDAMENTAL TO A HEALTHY COMMUNITY ARE STRONG CAPABILITIES IN INTERNAL AND FAMILY MEDICINE. LATROBE HOSPITAL IS HOME TO MANY PRIMARY CARE PHYSICIANS WHO HAVE PRACTICED IN THE AREA THEIR ENTIRE CAREER, AND SEVERAL ARE GRADUATES OF THE HEALTH SYSTEM'S FAMILY MEDICINE RESIDENCY PROGRAM, AFFILIATED WITH THE JEFFERSON MEDICAL COLLEGE OF THOMAS JEFFERSON UNIVERSITY. MOST RECENTLY, EXCELA HEALTH LATROBE HOSPITAL AND THE FAMILY MEDICINE RESIDENCY PROGRAM WERE THE RECIPIENTS OF THE 2ND ANNUAL DEWITT C. BALDWIN, JR. SPONSORING INSTITUTION AWARD GIVEN BY THE ACCREDITATION COUNCIL FOR GRADUATE MEDICAL EDUCATION AND ARNOLD P. GOLD FOUNDATION. FOUNDED IN 2016, THIS AWARD IS PRESENTED TO ACCREDITED RESIDENCY/FELLOWSHIP PROGRAMS THAT ARE EXEMPLARY IN FOSTERING A RESPECTFUL, SUPPORTIVE ENVIRONMENT FOR MEDICAL EDUCATION AND THE DELIVERY OF PATIENT CARE, WHICH LEADS TO THE PERSONAL AND PROFESSIONAL DEVELOPMENT OF LEARNERS. THE AWARD FOCUSES ON THE IMPORTANCE OF CREATING ENVIRONMENTS THAT COMPLETELY ELEVATE THE CONCEPT OF HUMANISM IN MEDICINE SO THAT ALL HEALTH CARE PROFESSIONALS ARE SUPPORTED. WITH COMMUNITY NEEDS AS A FOCUS AND WITH THE HELP OF EXCELA'S EXTENSIVE RESOURCES, LATROBE HAS EXPANDED THE SCOPE OF SERVICES BEYOND THE TRADITIONAL COMMUNITY HOSPITAL REALM. BUT AT THE HEART OF ALL EXCELA LATROBE HOSPITAL DOES IS THE SIMPLE MESSAGE OF ITS MISSION "IMPROVING THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH." EPIC REHAB (EXCELA PHYSICAL IMPROVEMENT CENTER) IS EXCELA HEALTH'S INPATIENT REHAB PROGRAM. WITHIN EPIC, THE GOAL IS TO HELP INDIVIDUALS ACHIEVE THE HIGHEST LEVEL OF FUNCTIONING, INDEPENDENCE AND QUALITY OF LIFE AS POSSIBLE. UNDER THE DIRECTION OF A PHYSIATRIST, THE PROGRAM OFFERS EXTENSIVE PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES AND ACTIVITIES OF DAILY LIVING INCLUDING A "PRACTICE" SUITE, AS WELL AS FAMILY TRAINING, NEIGHBORHOOD WAY TO AID IN COMMUNITY REINTEGRATION, AND PET THERAPY AND VISITATION. MINIMALLY INVASIVE SURGERY, OFFERING QUICKER RECOVERY AND LESS DISCOMFORT, IS FAST BECOMING THE NORM IN MANY SURGICAL SPECIALTIES THROUGHOUT THE HEALTH SYSTEM WITH LATROBE OFFERING A DEDICATED SUITE FOR MINIMALLY INVASIVE SURGERY. THE EMERGENCY DEPARTMENT HAS THE ABILITY TO PLACE A DEDICATED EMERGENCY PHYSICIAN IN TRIAGE TO EXPEDITE CARE FOR NON-THREATENING EMERGENCIES, GIVEN THAT THEY REACH 30,182. CHILDREN AND ADOLESCENTS WITH EMOTIONAL AND BEHAVIORAL PROBLEMS RECEIVE COUNSELING, MEDICATION AND OTHER THERAPIES THROUGH BEHAVIORAL HEALTH SERVICES. THE CHILD SERVICE INCLUDES AN 11-BED, ACUTE INPATIENT PROGRAM, OUTPATIENT SERVICES FOR CHILDREN, ADOLESCENTS AND FAMILIES, AND PROVIDES SCHOOL-BASED MENTAL HEALTH SERVICES IN FOUR DISTRICTS. THROUGH LATROBE'S BEHAVIORAL HEALTH SERVICES, CAMP FOCUS CONVENES EACH SUMMER, AIDING CHILDREN EXPERIENCING EMOTIONAL DIFFICULTIES AT THIS THERAPEUTIC DAY CAMP. THE COMMISSION ON CANCER OF THE AMERICAN COLLEGE OF SURGEONS ONCE AGAIN HAS GRANTED A THREE-YEAR APPROVAL WITH COMMENDATION TO THE CANCER PROGRAM AT EXCELA LATROBE HOSPITAL. THE APPROVAL RECOGNIZES THE QUALITY OF COMPREHENSIVE PATIENT CARE AND COMMITMENT TO PROVIDING ACCESS TO ALL OF THE VARIOUS MEDICAL SPECIALTIES INVOLVED IN DIAGNOSING AND TREATING CANCER. CURRENTLY, SOME 1,400 COMMISSION ON CANCER PROGRAMS EXIST IN THE UNITED STATES AND PUERTO RICO, REPRESENTING 25 PERCENT OF ALL HOSPITALS. OUTPATIENT SERVICES INCLUDE EXTENSIVE IMAGING SERVICES, CARDIAC REHABILITATION, AND LAB SERVICES. OUTPATIENT SURGERY AND SHORT PROCEDURE SUITES ALONG WITH A SLEEP CENTER, WELLNESS PROGRAMS AND MORE ARE ALSO FOUND HERE. EPIC REHAB THE STEP BETWEEN HOSPITAL AND HOME HERE, SPECIALISTS WORK AS A TEAM TO MAKE ACTIVITIES OF DAILY LIVING POSSIBLE FOR PEOPLE WITH LIMITED MOBILITY OR DIMINISHED STRENGTH AFTER SURGERY, STROKE OR INJURY. THE REHABILITATION PROGRAM IS DESIGNED TO MEET EACH PERSON'S SPECIFIC NEEDS. UNLIKE MANY SKILLED NURSING FACILITIES, EPIC'S INPATIENT REHAB LEVEL OF CARE PROVIDES FOR THREE HOURS OF EXTENSIVE REHABILITATION EACH DAY, AT LEAST FIVE DAYS A WEEK. THE MOST COMMON DIAGNOSES TREATED INCLUDE STROKE, AMPUTATION, MULTIPLE TRAUMA, ARTHRITIS, HIP FRACTURES AND NEUROLOGICAL DISORDERS SUCH AS MS, PARKINSON'S DISEASE, MYOPATHY AND POLYNEUROPATHY. EVERYTHING LEARNED IN THERAPY IS PRACTICED, EVEN DURING NON-THERAPY HOURS, SO THERE IS CARRY OVER FROM THERAPY TO THE PATIENT'S DAILY ACTIVITIES. ADDITIONALLY, EPIC ALSO OFFER: FAMILY TRAINING TO AID THE SUPPORT PERSON; ACTIVITIES OF DAILY LIVING SUITE WHERE THE PATIENT AND SUPPORT PERSON CAN SHARE AN OVERNIGHT EXPERIENCE IN A CONTROLLED ENVIRONMENT; NEIGHBORHOOD WAY, TO AID IN COMMUNITY REINTEGRATION, AND PET THERAPY AND VISITATION. THE FUTURE OF SURGERY TODAY - MIS AND THE DA VINCI ROBOTIC SURGICAL SYSTEM PHYSICIANS AT LATROBE ARE DOING MORE WITH LESS MEANING SMALLER INCISIONS. USING MINIMALLY INVASIVE TECHNIQUES, SPECIALLY TRAINED SURGEONS OPERATE THROUGH MULTIPLE SMALL INCISIONS RATHER THAN THE SINGLE LARGER ONE OFTEN ASSOCIATED WITH TRADITIONAL SURGERIES. THESE PROCEDURES TYPICALLY RESULT IN LESS PAIN, SCARRING AND BLOOD LOSS AS WELL AS A SHORTER RECOVERY TIME. WITH THE $1.5 MILLION DA VINCI SURGICAL SYSTEM USED FOR ROBOT-ASSISTED SURGERIES, PATIENTS EXPERIENCE LESS BLOOD LOSS AND POSTOPERATIVE PAIN, REALIZE A SHORTER HOSPITAL STAY AND RECOVER FASTER. THE FIRST ORGANIZATION IN THE REGION OUTSIDE OF PITTSBURGH TO OFFER THE DA VINCI SYSTEM, EXCELA'S SURGEONS CAN ACHIEVE GREATER PRECISION, BETTER RANGE OF MOTION AND INCREASED VISIBILITY, OFTEN WITH IMPROVED OUTCOMES. PHYSICIANS AND SURGEONS USE THE DA VINCI SYSTEM FOR GENERAL SURGERY, UROLOGY CASES AND GYNECOLOGIC PROCEDURES AT LATROBE. THE WOMEN'S CARE SERVICES LOCATED WITHIN THE EXCELA SQUARE AT LATROBE SERVES AS A COMFORTABLE PLACE WHERE WOMEN CAN GET ANSWERS TO HEALTH QUESTIONS REGARDLESS OF AGE OR INCOME. HERE, CARING AND UNDERSTANDING PROFESSIONALS TREAT A WOMAN'S NEEDS WITH DIGNITY AND RESPECT. A NURSE PRACTITIONER PERFORMS THE EXAM AND ADDRESSES CONCERNS PRIVATELY. MEMBERS OF THE EXCELA HEALTH MEDICAL STAFF SPECIALIZING IN OBSTETRICS AND GYNECOLOGY OVERSEE THE EXAMINATION, TESTING AND TREATMENT. DURING FISCAL YEAR 2018, 3,319 PATIENTS VISITED THE FAMILY PLANNING CLINIC AS WELL A 1,767 VISITED THE PRENATAL CLINIC, ALL OF WHICH OPERATES ON A SLIDING SCALE ACCORDING TO INCOME AND FAMILY SIZE. HEALTHY WOMEN VISITS REALIZED A 50 PERCENT INCREASE OVER FISCAL YEAR 2017. THE BREAKDOWN IS AS FOLLOWS: FAMILY PLANNING VISITS: 3,319 HEALTHY WOMEN VISITS: 104 PRE-NATAL CLINIC: 1,767 GYNE CLINIC: 239 PRE-NATAL DELIVERIES: 115 EXCELA HEALTH PARTICIPATES IN A PENNSYLVANIA STATE PROGRAM CALLED SELECT PLAN FOR WOMEN AGES 18 TO 44 WHO QUALIFY FOR FREE SERVICES. EXCELA HEALTH ALSO OFFERS THE HEALTHY WOMEN PLAN FOR WOMEN OVER AGE 40 WHO ARE UNINSURED OR UNDERINSURED SO THAT THEY MIGHT RECEIVE FREE MAMMOGRAMS AND PAP SMEARS. PATIENTS UNDER AGE 18 ALSO RECEIVE FREE SERVICES. THESE CLINICS ALSO SERVE AS A CLINICAL TEACHING SITE FOR THE EXCELA HEALTH LATROBE FAMILY MEDICINE RESIDENCY PROGRAM. FIRST AND SECOND YEAR RESIDENTS SPEND ONE MONTH EACH ON INPATIENT SERVICES AND OUTPATIENT CLINICS.
FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (CONT) WELLNESS, COMMUNITY OUTREACH AND OUTPATIENT SERVICES TO MAKE HEALTH CARE MORE ACCESSIBLE TO ITS COMMUNITIES, EXCELA LATROBE HOSPITAL CONTINUES TO OFFER SERVICES IN OUTPATIENT SETTINGS INCLUDING HEALTH SCREENINGS, HEALTH FAIRS, EDUCATIONAL CLASSES, SUPPORT GROUPS AND A VIBRANT SPEAKERS BUREAU. THE DIABETES CENTER TENDS TO THE NEEDS OF THE COUNTY'S DIABETIC POPULATION, WHICH IS 10 PERCENT OF THE TOTAL COUNTY POPULATION. SOME 299 PATIENTS RECEIVED EDUCATION AT LATROBE HOSPITAL. ADDITIONAL CLINICS INCLUDE EXCELA HEALTH OUTPATIENT REHABILITATION, OUTPATIENT LABS AND IMAGING STATIONS (QUIKDRAW AND QUIKDRAW PLUS), THE SHORT PROCEDURE SUITE AND OUTPATIENT SURGERY WHERE PROCEDURES TOTALED: OUTPATIENT X-RAY PROCEDURES: 83,637 OUTPATIENT SURGERIES: 5,872 OUTPATIENT GASTROENTEROLOGY PROCEDURES: 5,959 OUTPATIENT REGISTRATION/VISITS: 240,264 EXCELA HEALTH HOME CARE AND HOSPICE HOME CARE A 501(C) (3) ORGANIZATION PROVIDING NURSING CARE, REHABILITATION, MEDICAL SOCIAL SERVICES, PALLIATIVE CARE AND HOSPICE CARE IN THE HOME, NURSING HOME, HOSPITAL AND OTHER, VARIED SETTINGS, EXCELA HEALTH HOME CARE AND HOSPICE TENDS TO PATIENTS THROUGHOUT WESTMORELAND AND SURROUNDING COUNTIES. THE HOME HEALTH TEAM HAS MORE THAN 40 YEARS OF COMBINED EXPERIENCE WORKING WITH PATIENTS AND THEIR FAMILIES, REGARDLESS OF THEIR ABILITY TO PAY. THE ORGANIZATION PRIDES ITSELF ON GETTING TO KNOW THE PATIENT AND LISTENING TO THE INDIVIDUAL'S HEALTH CARE CONCERNS. THE HOME HEALTH TEAM, CONSISTING OF NURSES, PHYSICAL, OCCUPATIONAL AND SPEECH THERAPISTS, MEDICAL SOCIAL WORKERS, HOME HEALTH AIDES, DIETITIANS, VOLUNTEERS AND OTHERS, ENCOURAGES EVERYONE INVOLVED TO MAKE EACH TREATMENT PLAN A SUCCESS. THE EXCELA HEALTH HOME CARE AND HOSPICE COMMUNITY LIAISON CONTINUES TO DEVELOP RELATIONSHIPS WITH SKILLED NURSING FACILITIES, PERSONAL CARE HOMES, PHYSICIANS, REGIONAL HEALTH PROVIDERS AND THE PUBLIC, SERVING AS A BRIDGE FOR THE HOSPITALIZED PATIENT RETURNING TO ANOTHER CARE SETTING, AND A PROBLEM SOLVER FOR PHYSICIANS AND OTHER CARE PROVIDERS. REFERRALS ARE MADE VIA THE PHYSICIAN, NURSE, SOCIAL WORKER, CASE MANAGER, A SOCIAL SERVICE AGENCY OR INSURANCE COMPANY AFTER WHICH A THOROUGH HOME HEALTH ASSESSMENT IS COMPLETED. WHILE HOME HEALTH SERVICES ARE COVERED BY MANY INSURANCE PLANS, STAFF WORKS WITH INDIVIDUALS TO ANSWER QUESTIONS, MAXIMIZE AVAILABLE COVERAGE, AND COUNSEL THEM. HOSPICE CARE AS ONE OF THE OLDEST, MOST EXPERIENCED NON-PROFIT HOSPICE SERVICES IN WESTMORELAND COUNTY, EXCELA HOSPICE IS COMMITTED TO PROVIDING THE HIGHEST LEVEL OF PALLIATIVE CARE TO PATIENTS AND FAMILIES FACED WITH A TERMINAL ILLNESS. EXCELA'S HOSPICE PROGRAM IS MEDICARE CERTIFIED AND PROVIDED UNDER THE APPROVAL AND SUPERVISION OF THE INDIVIDUAL'S FAMILY PHYSICIAN. CARE IS COORDINATED BY SKILLED NURSING STAFF AND MAY INCLUDE SYMPTOM CONTROL, PAIN MANAGEMENT, AND PHYSICAL, EMOTIONAL, PSYCHOSOCIAL, SPIRITUAL AND PRACTICAL SUPPORT FOR PATIENTS AND THEIR FAMILIES. THE TEAM CONSISTS OF NURSES, SOCIAL WORKERS, HOME HEALTH AIDES, THERAPISTS, BEREAVEMENT COUNSELORS, DIETITIAN, HOME HEALTH AND HOSPICE-TRAINED VOLUNTEERS (NUMBERING 81 GIVING 10,108 HOURS OF SERVICE) AND CLERGY. EACH PATIENT'S PLAN OF CARE IS SUPERVISED BY THE HOSPICE MEDICAL DIRECTOR AND DELIVERED BY THE HOSPICE TEAM, WHO WORKS CLOSELY WITH THE PATIENT AND FAMILY TO GIVE MEANINGFUL, END-OF-LIFE CARE AND SUPPORT. PATIENTS AND FAMILY ARE ENCOURAGED TO ASK QUESTIONS AND PARTICIPATE ACTIVELY IN THE PATIENT'S CARE AND TREATMENT, PARTICULARLY WHEN ASSISTANCE OR REASSURANCE IS NEEDED. AFTER THE DEATH OF A PATIENT, LOVED ONES RECEIVE BEREAVEMENT SUPPORT FOR UP TO 13 MONTHS. TO ENTER HOSPICE, PATIENTS MUST CHOOSE THIS SERVICE AND HAVE A CERTIFIED PROGNOSIS OF SIX MONTHS OR LESS FROM A PHYSICIAN. MOST RECENTLY, A FORMALIZED PALLIATIVE CARE COMPONENT WAS ADDED FOCUSING ON IMPROVING A PERSON'S QUALITY OF LIFE BY PROVIDING RELIEF FROM PAIN AND OTHER SYMPTOMS WHILE WORKING WITH THE PATIENT TO DETERMINE GOALS OF CARE AND ENSURING THOSE GOALS ARE BEING ADDRESSED THROUGH TREATMENT. DURING THE YEAR, EXCELA HEALTH HOME CARE AND HOSPICE OFFERS PROGRAMS, IN-SERVICES AND SPECIALIZED SUPPORT GROUPS FOR THE PUBLIC DEALING WITH ISSUES OF LOSS, GRIEF, AND SEPARATION. THEY INCLUDE THE FOLLOWING: ANNUAL MEMORIAL SERVICE ANNUAL GRIEF AND THE HOLIDAYS SEMINAR BEREAVEMENT/GRIEF SUPPORT GROUPS ADDITIONALLY, PROGRAMS FOCUSING ON CARE PROVIDERS WERE OFFERED AT VARIOUS TIMES THROUGHOUT THE YEAR. THEY INCLUDED: SPECIALIZED* SUPPORT GROUPS: ART-BASED SUPPORT/ART EXPRESSION OF GRIEF YOGA REIKI MEN'S GROUP CANCER BEREAVEMENT SCRAPBOOKING ALL GROUPS ARE MEANT TO GATHER GRIEVING INDIVIDUALS WITH OTHERS IN SIMILAR SITUATIONS FOR PEER SUPPORT. ALL GROUPS ARE SUPERVISED BY BEREAVEMENT COUNSELORS WITH MANY YEARS OF EXPERIENCE. EXCELA HEALTH HOME CARE AND HOSPICE SPECIFICS: HOME CARE VISITS: 133,883 HOME CARE ADMISSIONS: 7,525 HOME CARE PATIENTS SERVED (UNDUPLICATED): 7,282 HOSPICE ADMISSIONS: 732 HOSPICE VISITS: 21,115 HOSPICE PATIENTS SERVED (UNDUPLICATED): 827 BECAUSE EXCELA HEALTH HOME CARE AND HOSPICE FIRMLY BELIEVES THAT ITS MISSION IS INCLUSIVE AND SPEAKS TO ITS TRUEST SENSE OF COMMUNITY COMMITMENT, IT MAKES PROVISIONS TO: ABSORB BAD DEBT AND PROVIDE CHARITY AND UNCOMPENSATED CARE: $116,132 LIFELINE PERSONAL EMERGENCY RESPONSE UNDER THE AUSPICES OF EXCELA HEALTH HOME CARE & HOSPICE, THE LIFELINE PERSONAL EMERGENCY RESPONSE PROGRAM IS AN EASY-TO-USE, PERSONAL RESPONSE SERVICE. THE PROGRAM ALLOWS FOR ASSISTANCE AND EMERGENCY HELP FOR OLDER ADULTS OR THOSE AT MEDICAL RISK 24 HOURS A DAY, 365 DAYS A YEAR. IT OFFERS THE SUBSCRIBER A MORE INDEPENDENT LIFESTYLE WHILE GIVING FAMILIES, WHO MAY NOT LIVE IN THE IMMEDIATE AREA, PEACE OF MIND KNOWING THEIR LOVED ONES ARE NEVER FARTHER FROM HELP THAN THE PUSH OF A BUTTON. THE PROGRAM IS HIGHLY AFFORDABLE, PARTICULARLY IN COMPARISON TO LIKE SERVICES AND DOES NOT REQUIRE A LONG TERM CONTRACT. EXCELA HEALTH FOLLOWS THE AREA AGENCY ON AGING INCOME GUIDELINES, WHICH MAY MEAN REDUCED RATES FOR THOSE WHO QUALIFY. ADDITIONALLY, THE PHILLIPS LIFELINE EQUIPMENT USED BY EXCELA HEALTH IS THE ONLY PERSONAL EMERGENCY RESPONSE EQUIPMENT APPROVED BY THE FOOD AND DRUG ADMINISTRATION (FDA). THE LIFELINE UNIT WORKS WITH AN EXISTING LAND LINE TELEPHONE, OFFERING THE BENEFITS OF 24 HOUR MONITORING SERVICE ALONG WITH TWO-WAY VOICE COMMUNICATION. A "PERSONAL HELP BUTTON" IS USED BY THE SUBSCRIBER TO CALL FOR HELP. THE LIFELINE UNIT AUTOMATICALLY DIALS A LOCAL AMBULANCE SERVICE WHEN THE BUTTON IS PUSHED. PERSONAL SERVICE IS THE HALLMARK AND INCLUDES SIX TRAINED VOLUNTEERS WHO INSTALL, TROUBLESHOOT AND CHECK EQUIPMENT, MAKING FRIENDLY VISITS AS NEEDED. DISCOUNTS PROVIDED TO SUBSCRIBERS BASED ON INCOME ACCORDING TO AREA AGENCY ON AGING INCOME GUIDELINES: $4,644 SERVICE AREA (WESTMORELAND COUNTY AND BEYOND): 122 ZIP CODES LIFELINE SUBSCRIBERS: 380 CONCLUSION AS A HEALTH CARE SYSTEM WITH WELL-ESTABLISHED ROOTS IN WESTMORELAND COUNTY AND BEYOND, EXCELA HEALTH CONTINUES TO MOVE IN A HEALTHY DIRECTION, ADDRESSING THE NEEDS OF VARIED POPULATIONS DEFINED BY COMMUNITY HEALTH NEEDS ASSESSMENT, SURVEYS, DEMOGRAPHIC INFORMATION AND MORE. THROUGH A ROBUST SLATE OF EDUCATIONAL CLASSES, HEALTH SCREENINGS, AND OUTREACH ENDEAVORS, COUPLED WITH THE ADVANCEMENT OF HIGH LEVELS OF CLINICAL CARE AND THE RETENTION/RECRUITMENT OF NEW TALENT BRINGING EXPERTISE TO OUR REGION, EXCELA HEALTH CAN STAY THE COURSE OF DIRECTING CARE WHERE IT IS MOST ACCESSIBLE AND APPROPRIATE. FURTHER, UNCOMPENSATED CARE IS RENDERED SO THAT SEGMENTED POPULATIONS ARE NOT DENIED FUNDAMENTAL ACCESS TO NEEDED TREATMENT. AS EXCELA'S NAME IMPLIES, EXCELLENCE, AT ALL LEVELS OF CARE IN ALL VENUES, IS NOT ONLY A GOAL BUT A HEALTH CARE WAY OF LIFE, ONE THAT "IMPROVES THE HEALTH AND WELL-BEING OF EVERY LIFE WE TOUCH".
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
EXCELA HEALTH GROUP
 
Employer identification number

90-0759236
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)WESTMORELANDFRICK HOSPITAL FOUNDATION
532 WEST PITTSBURGH STREET

GREENSBURG,PA15601
25-1309084
HEALTH CARE PA 501(C)(3) 509(A)(1) EXCELA HEALTH
 
 
No
(2)LATROBE AREA HOSPITAL CHARITABLE FOUNDATION
ONE MELLON WAY

LATROBE,PA15650
25-1750654
HEALTH CARE PA 501(C)(3) 509(A)(3) LATROBE AREA HOSPITAL
 
Yes
 
(3)MOUNTAIN VIEW CANCER ASSOCIATES INC
200 VILLAGE DRIVE

GREENSBURG,PA15601
03-0480551
HEALTH CARE PA 501(C)(3) 509(A)(1) EXCELA HEALTH
 
 
No








For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) EXCELA HEALTH PHYSICIAN PRACTICES

532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
25-1744392
HEALTH CARE PA EXCELA HEALTH HOLDING COMPANY
 
C         No
(2) EXCELA HEALTH HOLDING COMPANY

532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
25-1826537
HEALTH CARE PA EXCELA HEALTH
 
C         No
(3) EXCELA HEALTH DIVERSIFIED SERVICES

532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
25-1404064
HEALTH CARE PA EXCELA HEALTH HOLDING COMPANY
 
C         No
(4) EXCELA HEALTH VENTURES LLC

532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
46-1290845
REAL ESTATE PA EXCELA HEALTH PHYSICIAN PRACTICES INC
 
C         No
(5) EXCELA RECIPROCAL RRG & SUBSIDIARY

100 BANK STREET SUITE 610
BURLINGTON,VT05401
46-4602850
INSURANCE VT EXCELA HEALTH
 
C         No
(6) EXCELA PHYSICIAN HOSPITAL ORGANIZATION LLC

532 WEST PITTSBURGH STREET
GREENSBURG,PA15601
82-0639487
HEALTH CARE PA EXCELA HEALTH
 
C         No


Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
Yes
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) LATROBE AREA HOSPITAL CHARITABLE FOUNDATION

C 7,336,916  





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


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