Civic Intelligence

Excela Health Group

990 • Fiscal year 2020 • EIN 90-0759236

Jul 01, 2019 to Jun 30, 2020 • Filed on Apr 27, 2021

532 West Pittsburgh StreetGreensburg, PA 15601

(724) 689-1646

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.61x

Higher debt load relative to assets than 74% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.84x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Net Margin

64th percentile

8.3%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

65th percentile

$1,210,678

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Asset Growth

20th percentile

-1.0%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-4.9%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Assets

Down

$674,401,136

Down $7,069,279 (-1.0%) from 2019

Net Assets

Down

$259,718,336

Down $36,775,096 (-12%) from 2019

Liabilities

Up

$414,682,800

Up $29,705,817 (+7.7%) from 2019

Revenue

Down

$490,812,823

Down $25,208,443 (-4.9%) from 2019

Expenses

Down

$450,008,225

Down $3,028,990 (-0.7%) from 2019

Net Income

Down

$40,804,598

Down $22,179,453 (-35%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2010: $498,330,975Liabilities 2010: $231,485,896Net Assets 2010: $266,845,0792010Assets 2011: $518,995,313Liabilities 2011: $218,407,785Net Assets 2011: $300,587,5282011Assets 2012: $546,974,424Liabilities 2012: $294,172,649Net Assets 2012: $252,801,7752012Assets 2013: $551,143,911Liabilities 2013: $255,360,869Net Assets 2013: $295,783,0422013Assets 2014: $571,951,529Liabilities 2014: $251,192,264Net Assets 2014: $320,759,2652014Assets 2015: $640,121,859Liabilities 2015: $324,174,430Net Assets 2015: $315,947,4292015Assets 2016: $603,103,844Liabilities 2016: $393,000,079Net Assets 2016: $210,103,7652016Assets 2017: $678,729,992Liabilities 2017: $427,835,477Net Assets 2017: $250,894,5152017Assets 2018: $686,432,759Liabilities 2018: $374,477,942Net Assets 2018: $311,954,8172018Assets 2019: $681,470,415Liabilities 2019: $384,976,983Net Assets 2019: $296,493,4322019Assets 2020: $674,401,136Liabilities 2020: $414,682,800Net Assets 2020: $259,718,3362020Assets 2021: $756,222,240Liabilities 2021: $357,008,336Net Assets 2021: $399,213,9042021Assets 2022: $728,748,728Liabilities 2022: $335,744,895Net Assets 2022: $393,003,8332022Assets 2023: $780,191,872Liabilities 2023: $384,079,879Net Assets 2023: $396,111,9932023Assets 2024: $717,703,262Liabilities 2024: $341,594,972Net Assets 2024: $376,108,2902024

Highlighted filing

2020

Assets$674,401,136
Liabilities$414,682,800
Net Assets$259,718,336

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0Revenue 2010: $455,806,257Expenses 2010: $416,861,236Net Income 2010: $38,945,0212010Expenses 2011: $427,603,6992011Expenses 2012: $422,880,4682012Expenses 2013: $440,430,7512013Revenue 2014: $432,370,016Expenses 2014: $416,104,162Net Income 2014: $16,265,8542014Revenue 2015: $451,933,188Expenses 2015: $420,117,965Net Income 2015: $31,815,2232015Revenue 2016: $473,944,990Expenses 2016: $428,281,401Net Income 2016: $45,663,5892016Revenue 2017: $484,391,124Expenses 2017: $421,895,469Net Income 2017: $62,495,6552017Revenue 2018: $483,237,725Expenses 2018: $432,546,338Net Income 2018: $50,691,3872018Revenue 2019: $516,021,266Expenses 2019: $453,037,215Net Income 2019: $62,984,0512019Revenue 2020: $490,812,823Expenses 2020: $450,008,225Net Income 2020: $40,804,5982020Revenue 2021: $564,836,570Expenses 2021: $473,685,609Net Income 2021: $91,150,9612021Revenue 2022: $588,194,350Expenses 2022: $495,325,125Net Income 2022: $92,869,2252022Revenue 2023: $549,952,621Expenses 2023: $512,755,567Net Income 2023: $37,197,0542023Revenue 2024: $598,374,198Expenses 2024: $517,023,286Net Income 2024: $81,350,9122024

Highlighted filing

2020

Revenue$490,812,823
Expenses$450,008,225
Net Income$40,804,598
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Apr 27, 2021
Return Version
2019v5.2
Gross Receipts
$494,487,669
Mission and Program Overview

Mission

To improve the health and well being of every life we touch.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$267,512,407$267,084,175▼ $428,232
Land, Buildings, and Equipment, Net$193,611,713$183,068,459▼ $10,543,254
Accounts Receivable$65,917,476$60,792,736▼ $5,124,740
Intangible Assets$10,397,630$10,115,762▼ $281,868
Prepaid Expenses and Deferred Charges$7,133,251$7,547,263▲ $414,012
Inventories for Sale or Use$4,437,326$4,370,636▼ $66,690
Cash and Non-Interest-Bearing Accounts$-1,292,361$-1,205,248▲ $87,113
Total Assets$681,470,415$674,401,136▼ $7,069,279
Other Assets Total$133,752,973$142,627,353▲ $8,874,380
Liabilities
Other Liabilities$209,467,673$211,990,806▲ $2,523,133
Tax Exempt Bond Liabilities$131,823,482$126,435,402▼ $5,388,080
Accounts Payable and Accrued Expenses$42,772,818$75,517,740▲ $32,744,922
Deferred Revenue$913,010$738,852▼ $174,158
Total Liabilities$384,976,983$414,682,800▲ $29,705,817
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$282,823,838$247,534,291▼ $35,289,547
Net Assets With Donor Restrictions$13,669,594$12,184,045▼ $1,485,549
Total Net Assets Fund Balance$296,493,432$259,718,336▼ $36,775,096
Total Liabilities and Net Assets / Fund Balance$681,470,415$674,401,136▼ $7,069,279

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$48,053,714$346,803,517$394,857,231
Buildings$108,416,289$157,335,706$265,751,995
Other Land Buildings$5,452,805$24,638,112$30,090,917
Leasehold Improvements$7,275,582$9,959,377$17,234,959
Land$13,870,069-$13,870,069
Other Assets Org$3,158,166--
Other Securities$267,084,175--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$4,780,281-▲ $162,525-$4,929,086
2018$4,573,628-▲ $220,854-$4,780,281
2017$4,248,951-▲ $339,072-$4,573,628
2016$6,517,175-▲ $770,405$3,017,417$4,248,951
2015$6,525,876-▲ $14,819-$6,517,175
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert RogalskiFormer CEO of Excela Health-$319,126$891,552$1,210,678
John M SphonTrustee & CEOFT$233,914$392,340$626,254
Michael D BuschFormer Chief Operating Officer-$221,734$257,133$478,867
Carol J Fox MdChief Medical OfficerFT$316,264$86,490$402,754
Thomas S Albanesi Jr CPACFO/assistant TreasurerFT$329,885$67,207$397,092
Timothy FedeleChief Legal/asst. SecretaryFT$272,430$65,300$337,730
Janice DevineSenior VP Chief Information OfficerFT$217,619$63,720$281,339
Laurie EnglishSenior VP Human ResourcesFT$219,606$54,452$274,058
Helen Burns Phd RnChief Nursing OfficerFT$209,755$53,242$262,997
Albert J NovakVP Chief Development OfficerFT$195,892$48,208$244,100
Dean MataninDirector of PharmacyFT$145,132$79,420$224,552
Traci FickVP Patient Care ServicesFT$164,579$39,137$203,716

Highest Paid Contractors

ContractorServicesLocationCompensation
Optum 360Billing Services11000 OPTUM CIRCLE MN101-W600, Eden Prairie, MN 55344$21,512,639
Quest DiagnosticsLab Services3 GIRALDA FARMS, Madison, NJ 07940$3,181,527
Westmoreland Emergency Medical SpecialisEr Physicians532 W PITTSBURGH ST, Greensburg, PA 15601$868,960
Specialty Care CardiovascularPerfusion Services & Staffing3100 WEST END AVE STE 800, Nashville, TN 37203$600,998
Roche Diagnostics CorpLab Services9115 HAGUE ROAD, Indianapolis, IN 46256$464,818
Revenue and Support

Revenue Composition

Contributions and Grants
$2,949,422
Program Service Revenue
$461,768,726
Investment Income
$12,897,418
Other Revenue
$13,197,257
All Other Contributions
$2,944,422
Change in Net Assets
$40,804,598
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$241,004,977
Salaries, Compensation, and Employee Benefits$209,003,248
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,060,755$18,585,993-$164,646,748
Fees for Services Other$51,188,290$9,832,607-$61,020,897
Depreciation Depletion$28,049,514--$28,049,514
Other Employee Benefits$21,331,206$2,844,413-$24,175,619
Payroll Taxes$10,725,418$1,502,991-$12,228,409
Occupancy$6,168,037$506,205-$6,674,242
Office Expenses$4,126,729$2,506,719-$6,633,448
Pension Plan Contributions$5,197,325$728,320-$5,925,645
Interest$5,089,634--$5,089,634
All Other Expenses$3,302,260$537,351-$3,839,611
Insurance$3,586,937--$3,586,937
Other Expenses$168,872$3,078,672-$3,247,544
Current Officers, Directors, Trustees, and Key Employees-$2,026,827-$2,026,827
Advertising$1,726,906$243-$1,727,149
Travel$803,017$60,810-$863,827
Fees for Services Legal-$622,389-$622,389
Fees for Services Accounting-$391,260-$391,260
Conferences and Meetings$109,527$58,026-$167,553
Total Functional Expenses$403,714,468$46,293,757$0$450,008,225
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Carol Fox, Chief Medical Officer - Family MemberEmployee of Excela Health Home Care and HospiceNo$94,798
-John M. Sphon, CEO - Family MemberEmployee of Excela HealthNo$62,044
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Pension$104,492,969
Due to Affiliates$69,261,399
Cha Rrg$27,750,406
Due to Third-party Payors$4,434,900
Asbestos Abatement$2,631,464
Cares Act$2,111,630
Accrued Interest Payable$896,057
Other Liabilities$411,981

Bond Issues

BondIssuerIssuedIssue PricePurpose
DWestmoreland County Industrial Development2015-06-24$70,000,000Refinance pnc loan, renovations, funding reserves, costs of issuance
BWestmoreland County Industrial Development2010-06-01$60,170,000Refinance series 2005 b frick hospital 1997 bond advanced refunding
CWestmoreland County Industrial Development2010-06-01$21,200,000New debt to finance hospital acquisition and other hospital project
AWestmoreland County Industrial Development2005-03-26$15,135,000REFINANCE PNC LOAN

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
D$70,000,000--$247,559
B$60,170,000--$719,790
C$21,200,000--$201,636
A$15,135,000--$212,603

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Excela Health Group
EIN
90-0759236
Phone
7246891646
Address
532 WEST PITTSBURGH STREET, GREENSBURG, PA 15601

Signing Officer

Name
Thomas S Albanesi Jr CPA Fhfma
Title
CFO/assistant Treasurer
Phone
7246891646
Signed
2021-04-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Sphon
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
13
Employees
4,522
Volunteers
14

Preparer

Firm
Arnett Carbis Toothman Llp
Address
5700 CORPORATE DRIVE STE 650, PITTSBURGH, PA 15237
Preparer
Jeffrey J Petrell CPA
Phone
4126356270
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other fees: program service expenses 51,188,290. Management and general expenses 9,832,607. Fundraising expenses 0. Total expenses 61,020,897.

FORM 990, PART XI, LINE 9:

Change in additional minimum pension liability -14,403,000. Other 1,960,000. Net assets released from restriction for operations -659,000. Transfer to affiliates -51,238,000.

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 and in 2008 acquired jeannette district memorial hospital - with the goal of serving as a regional health care system that embodies high quality, accessibility and advanced technology locally. More to the point, excela health seeks to live its mission of "improving the health and well-being of every life we touch" couched in values known as the excela way. Evidence of those ideals can be found in the events of fiscal year 2020, with the addition of new concepts, services and technologies while, at the same time, garnering recognition for its efforts from national, regional and local organizations. In all cases, the resulting programs, services and awards benefitted the area's citizenry and demonstrated a focus on quality measures, further enhancing the way excela health provides care. Perhaps more important is the continuing addition of highly trained physicians, nurses and health care professionals. Together, management, the board of trustees and medical staff collaborate diligently, and thoughtfully, to provide outstanding care to this region. At excela health the extraordinary is embraced as routine by the 4,347 employees, 493 physicians, 242 allied health professionals, 24 family medicine residents and 653 volunteers and auxilians who are the bedrock of the health system. As a pennsylvania nonprofit corporation described under section 501(c)(3) of the internal revenue code of 1986, excela health was originally incorporated as such effective july 1, 1984, previously known as southwest health system, then westmoreland health system, followed by westmoreland latrobe health partners and, finally, excela health. In addition to its hospitals, excela health encompasses other health-related subsidiaries and continues to expand as the needs of the community demand. The following community benefit report represents the 2020 fiscal year, july 1, 2019 to june 30, 2020, and it reflects excela health's efforts to showcase the spectrum of in-kind contributions, activities and programming offered to residents of westmoreland county. In the midst of the coronavirus pandemic that swept across the nation beginning in march 2020, excela health was able to accomplish numerous initiatives to improve safety, quality, accessibility, awareness, education, and assessment of health care services available within the health system. Quality efforts the magnet journey and nurse-led initiatives excela health continues to believe its success is rooted in safe and efficient patient-centered care driven by value-based behaviors. The embodiment of this belief is all the more amplified through national magnet recognition for excellence in nursing, collaboration across multidisciplinary teams and exceptional patient care. Excela health has traveled the long road to magnet status for years, and in 2019 the health system was informed that the countless hours, efforts and commitment from its health care staff resulted in the ultimate achievement: excela health is officially accredited and recognized as a magnet-designated health care organization by the american nurses credentialing center (ancc). This designation recognized that the organization is among the very best in the country, outperforming national benchmarks in quality and safety. The designation also confirmed that as an interprofessional team, excela health is one of only eight percent of the nation's 6,300 hospitals to carry the prestigious recognition. Furthermore, excela health is also the final health care system to be grandfathered into system recognition upon initial application for magnet recognition. Excela health westmoreland, latrobe and frick hospitals will have the opport

Form 990, Part III, Statement of Program Service Accomplishments (cont)

1. Excela health home care & hospice provided access to a continuing education course in july 2019 called defining hope. This educational series provided information on the rapidly aging population, incalculable challenges and end-of-life care needs that health care and individuals face in the palliative/hospice setting to help bridge the ethical gaps in patient-centered care. 2. Nurse residency program - in fiscal year 2020, 85 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. 3. There were 190 in attendance at the 5th annual evidence-based practice and research forum: relationship-based care in september 2019. Jennifer burgher seaman, phd, rn, associate professor, acute and tertiary care at the university of pittsburgh school of nursing, was the morning keynote speaker and provided her expertise about her research project at westmoreland hospital intensive care unit (icu) titled "interdisciplinary family meetings in the icu". Julia snickles, bsn, rn, clinical nurse, westmoreland hospital icu, co-presented with dr. Seaman. The following excela health nurses and team members presented: code noelle-erika delrosso, m.ed., rn, nurse resident, family additions maternity communication cards for new medications - brynley shannon, rn, nurse resident, westmoreland hospital, pcu 1e, and morgan dube, rn, nurse resident, westmoreland hospital, pcu 1e abcdef bundle - samantha nolan, rn, nurse resident, westmoreland hospital, icu postpartum depression screening- stacey shankle, msn, rn, clinical nurse, family additions maternity the registered nurses' perception of motivational interviewing in home health care - michael rietscha, dnp, rn, clinical nurse, westmoreland hospital, 3ab hot topics in pharmacology: vancomycin, opioids and marijuana - dean matanin, phd, director, westmoreland hospital pharmacy, and michael sekhon, pharm.d., manager, westmoreland hospital pharmacy nursing professional practice evaluation committee outcomes - rina piper, bsn, rn, clinical nurse coordinator, latrobe hospital, 3n; bridget rafferty-himler, bsn, rn, clinical nurse, westmoreland hospital, icu; and kathleen rosatti, msn, rn, director of clinical outcomes, westmoreland hospital malnutrition and its impact - anita gallagher, ms, rd, ldn, cnsc, coordinator, nutrition support, westmoreland hospital; w. Michael widmann, msn, rn-bc, ccrn, clinical informatics coordinator, westmoreland hospital; and cathy hunter, bsn, rn, manager, coding, optum360 4. Professional governance - professional 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. Ideas are shared through the unit-based council spring showcase and professional governance fall fair. The councils and committees are: - leadership council: provides a means for communication, integration and coordination of the functions of professional governance. Associated committees include: * shared governance committee * nursing professional practice evaluation committee * staffing committee - unit-based practice council: provides a "voice" for clinical nursing in decision making at the unit level. - unit-based primary care practice council: provides a "voice" for direct care providers in decision making across the primary care offices within the excela health medical group. - professional development council: oversees development, implementation and evaluation of professional, career development programs. Associated committees include: * professional advancement committee * prof

Form 990, Part III, Statement of Program Service Accomplishments (cont)

The crisis response center is independently licensed by the pennsylvania department of public welfare office of mental health and substance abuse services (omhsas) and is attached to the behavioral health psychiatric outpatient clinic. The crisis response center provided services to 1,030 individuals this year. Additionally, consultation services were provided to 1,527 individuals who were experiencing psychiatric emergencies in the emergency rooms throughout the health system. 4. Behavioral health operates a seven-week summer camp, called camp focus, which serves children from the latrobe, derry, mount pleasant, hempfield and ligonier valley school districts. The camp offers an alternative for school-age children, so mental health treatment, growth and learning can continue during the summer season to apply and refine skills developed throughout the year. During fiscal year 2020, it was necessary to cancel the camp on account of social distancing guidelines and the unavailability of the school buildings due to the coronavirus pandemic. 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 caregivers is a separate, nonprofit 501(c)(3) 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 association (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 united states. 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 35 active clients. Each of these individuals has developed their own person-centered plan which charts their personal course to wellness. Due to the coronavirus pandemic, it was necessary to close the program to face-to-face visits and transition to the cisco webex videoconferencing platform. Later on, the team was able to develop a hybrid model where some people attend in person and others participate via the webex platform. Psychiatric rehabilitation the mission of westmoreland psychiatric rehabilitation 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 psychoeducation, 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 psychoeducational and skill development groups each we

Form 990, Part III, Statement of Program Service Accomplishments (cont)

3. The excela health heart center achieved mission: lifeline stemi receiving center certification on june 30, 2017, which expired june 29, 2020, through the american heart association and the american college of cardiology accreditation services. Receiving center accreditation identifies hospitals with the capabilities to provide comprehensive st elevation myocardial infarction (stemi) 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. 4. The national association for business resources has named excela health among the "nation's best and brightest in wellness" in 2020 for the fourth 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. 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 as a blue distinction center plussm for knee and hip replacement, cardiac care, maternity care, and bariatric surgery care as part of the blue distinction center for specialty care program. 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 transient ischemic attack (tia) symptoms based on guidelines established by the american heart association/american stroke association for health care professionals. 8. Excela westmoreland, latrobe and frick hospitals were recognized in 2020 for their status as get with the guidelines awardees by the american heart association and the american stroke association. Westmoreland and latrobe hospitals both received the get with the guidelines stroke gold plus award, and frick hospital received the get with the guidelines stroke silver plus award. These achievements are based on excela health's use of the most up-to-date, evidence-based treatment guidelines to improve patient care and outcomes. 9. Excela latrobe hospital was named a 2019 recipient of the bernard a. Birnbaum, md, quality leadership award by vizient, inc., as a top complex care medical center. This award is granted annually to comprehensive academic medical centers, large, specialized complex care medical centers and community-based medical centers exhibiting top-quality performance as measured by the vizient quality and accountability ranking program. 10. Excela health works, the system's occupational medicine program, received certification from the national association of occupational health professionals (naohp). Starting in 2017, three-year certification

Form 990, Part III, Statement of Program Service Accomplishments (cont)

The largest hospital in the system, excela westmoreland hospital invested in multiple equipment, tools and technology enhancements in fiscal year 2020 for emergency, surgical, imaging, cardiac, pharmacy, and maternity and obstetrics services housed at the campus. Projects for fiscal year 2020 included mri and ct replacement and finish upgrades, transcatheter aortic valve replacement (tavr) build-out in the heart and vascular center (in progress), nursing station upgrades, emergency department ballistic entrance and metal detector, chapel repairs, flooring upgrades in several areas and nuclear medicine finish upgrades. These improvements allow the site to remain a viable source of premier health care services available to residents of westmoreland county. Several operating upgrades were also implemented at excela square at norwin in fiscal year 2020, including the installation of a new registration window for the orthopedics and sports medicine pod and new sliding doors in the north entrance lobby, plus mri lighting updates, gfi outlets for all operating room and gi areas, and replacement of the walking bridge to the property located on barnes lake road. The commitment continues to the latrobe community as excela health moves forward with an ongoing effort to modernize excela latrobe hospital, excela square at latrobe and excela square at ligonier campuses. Projects for fiscal year 2020 included pharmacy renovations (in progress), operating room electrical infrastructure upgrades and repairs, laundry area maintenance and organization (in progress), implementation of chlorine dioxide system (in progress), emergency generator remote stop installation (in progress) and machine room 8 heat exchanger. Several upgrades to diagnostic and emergency service lines at excela's facilities in the eastern market provide additional access and convenience for individuals seeking care options close to home. Minimally invasive surgery, too, is available at the hospitals of excela health as well as the outpatient sites at excela square at norwin and laurel surgical center. Excela latrobe hospital has offered robotic surgery since 2009, with procedures increasing year over year. The da vinci robotic surgery system, used for minimally invasive procedures, provides for faster patient recovery and the physician's ability to perform cases with greater precision and visibility. In fiscal year 2020, excela health and the latrobe hospital area charitable foundation acquired the latest model of the da vinci robot, a vital asset for the hospital and community. With a second robot at westmoreland hospital in addition to the da vinci 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 and hiatal hernia/esophageal (acid reflux) surgeries; gallbladder and hernia surgeries, and others. The health system has a thoracic surgeon specializing in robotic surgery on its medical staff, thus widening the scope of services for the population. Excela frick hospital also obtained new equipment and resources for diagnostic and emergency services in fiscal year 2020. Projects for fiscal year 2020 included gateway rehabilitation site insulation and heating element installation, relicensing of upmc infusion space to hospital based, ems entrance door replacement (in progress), dep compliance for underground diesel storage tank, operating room lighting and electrical infrastructure upgrades and repairs (in progress), and fire alarm system upgrades (in progress). Additionally, excela health completed phase five of a five-year renovation project at the frick hospital campus in 2019, which has become known as excela square at frick. This fifth and final phase included the convergence of gastroenterology/gi, excela health advanced lung

Form 990, Part III, Statement of Program Service Accomplishments (cont)

Westmoreland county includes a high population of senior citizen residents, and health care plays a major role in their everyday lives. These residents have the opportunity to attend a variety of senior expos and health fairs sponsored by local political figures and agencies to learn more about health care options in their community. Excela health proudly attends and participates in these events and recruits physicians, direct care team members and staff to share information about excela's quality services and, in some cases, perform blood pressure screenings specific screenings related to their specialty at no cost to the individual. These events have generated popularity within the county over the years and can range from 50 up to in excess of 1,000 attendees annually. Listed below are examples of health fairs and expos excela health participated in for fiscal year 2020, among others: - representative george dunbar senior expo (senior expo held in north huntingdon - 150 in attendance) - representative justin walsh children's fair (health fair held in belle vernon - 125 in attendance) - senator pat stefano and representative ryan warner senior expo (senior expo held in fayette county - 300 in attendance) - elliott company employee health fair (health fair held in jeannette - 300 in attendance) - mitsubishi chemical employee health fair (health fair held in delmont - 50 in attendance) - senator kim ward senior expo (senior expo held in hempfield township - 900+ in attendance) - westmoreland county area on aging health and education expo (senior expo held in greensburg - 806+ in attendance) - representative mike reese senior expo (senior expo held in norvelt - 375 in attendance) - westmoreland manor wellness fair (health fair held in greensburg - 120 in attendance) - saint vincent college wellness fair (health fair held in latrobe - 50 in attendance) - excela health heart care fair (health fair held at westmoreland hospital in greensburg - 100 in attendance) - hempfield parks and recreation wellness fair (health fair held in hempfield township - 90 in attendance) - fabulous affairs women's expo (health fair held in greensburg - 1,700+ in attendance) excela health continued its participation in community walks. Representatives from excela health service lines attend and participate in these walks every year to promote the quality, convenient care excela offers, close to home. Hundreds of people across westmoreland county and surrounding communities register and participate in these walks in support of their promoted causes. Listed below are examples of walks excela health participated in for fiscal year 2020, among others: - freedom 5k walk (community walk supporting heart health - 5,000+ in attendance) - ray of hope walk (community walk promoting suicide awareness/prevention and mental health support - 320+ in attendance) - walk to end alzheimer's (community walk promoting alzheimer's disease awareness/prevention/support - 550+ in attendance) - westmoreland walks (community walk promoting breast health/breast cancer awareness/support - 800+ in attendance) excela health offers educational, physician-led seminars to members of the community as a way of promoting awareness, prevention and treatment regarding specific health conditions. These educational seminars are often facilitated by excela health physicians, who specialize in symptom-based health issues. A screening component is sometimes included as part of the seminar presentation, providing attendees an opportunity to discuss health concerns and symptoms and receive a screening from the presenting physician. Follow-up appointments are scheduled for individuals requiring additional medical attention and consultation. Attendance varies depending on interest and level of health concern. Listed below are examples of physician-led seminars excela health facilitated and also participated in for fiscal year 2020, among others: - thankful hearts cardiology seminar (presentation on

Form 990, Part III, Statement of Program Service Accomplishments (cont)

2. Excela's outreach efforts also encompass community seminars and lectures in a variety of schools throughout westmoreland county. One popular program, healthy habits a-z, reaches excela's younger audience with tips and suggestions for living a healthy lifestyle, so good habits can be instilled early in life. The program is designed to teach middle school students how to read a food label, practice healthy nutrition and physical fitness and understand the importance of mental, emotional, and social health and well-being by discussing ways to improve brain and heart health. For the 2019-2020 school year, six school districts, 44 classrooms and 927 students participated in the program. Students were provided a pre-test of the material covered to measure current knowledge of program topics; 71 percent was the average pre-education knowledge score. Once the students completed the program, a post-test was issued; the average post-education knowledge score was 83 percent, and the behavioral change goal post-education was 78 percent, shy of the baseline goal of 80 percent due to school closures during the coronavirus pandemic. 3. 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 five to 10 regional locations across westmoreland county in both the fall (2019) and the spring (2020). Excela health partners with area rotary and kiwanis clubs, volunteer fire departments and others to present the programs. Monies earned in part go to the scholarship funds of the various public organizations. Wellness checks for fiscal year 2020 added up to 11 screening events with a total of 757 participants/multiphasic screenings, 269 blood pressure screenings and 15 vaccinations administered. 4. Excela health has a longstanding partnership with the american red cross and offers use of campuses for hosting regional blood drives in the community. In fiscal year 2020, seven blood drives were hosted at excela health facilities, 179 individuals presented for blood donation and 141 units of blood were collected. 5. In 2019, excela health latrobe hospital and excela square at latrobe employees teamed up with derry community businesses to host a christmas food drive to provide for families in need within the derry area school district. The committee, consisting of excela health nurses and supporting departments as well as the latrobe area hospital aid society, collected nonperishable food items to create a christmas dinner for these families. About 150 boxes of food donations were delivered to derry area high school, and students retrieved donations, ensuring their families would not go hungry during the holiday season. 6. As part of endeavors to mitigate the socioeconomic burden of the coronavirus pandemic, excela health issued a system-wide fundraiser to support the westmoreland county food bank in april 2020. Members of the excela health leadership team encouraged employees to "give back and donate to the cause to help those in the local community, especially patients of excela health, who were struggling financially and seeking food assistance due to unemployment and food insecurity. At the conclusion of the campaign, excela health presented a check in the amount of $80,000 to the westmoreland county food bank to use toward food donations for individuals and families in need. 7. Excela health home care & hospice introduced a new bereavement care initiative in 2019 called neighborhood kids: family-based grief support program. This program focuses on offering creative outlets for children to express their feelings of grief and loss through art, music and pet therapy. More than 15 families, with children ages 5 to 19, have expressed interest in participating in the program. This collaborative effort between excela health home car

Form 990, Part III, Statement of Program Service Accomplishments (cont)

To publicize the expansion of the cardiovascular service line and provide networking opportunities for excela health physicians and community leaders, excela health, in conjunction with the westmoreland symphony orchestra, organized red out for heart disease in 2020, inviting excela health staff and physicians to meet the new and seasoned cardiovascular physicians on staff and hear about how excela health is changing the landscape of cardiac, lung and vascular care in the community. More than 900 individuals attending the symphony portion of the event heard from the chief operating officer of the excela health medical group about excela health's commitment to advancing heart care in westmoreland county. Workforce development understanding the importance of preparing high school students for careers after graduation, excela health is an active participant in the westmoreland county workforce development initiative. Presentations from excela health clinical leadership and staff as well as on-campus tours of departments and facilities present a snapshot of the health system's commitment to the next generation of future health care leaders. 1. In fiscal year 2020, excela health facilitated "teacher in the workforce" workshops for education personnel in westmoreland county school districts, as part of the county's overall workforce development initiative. This program invites teachers from surrounding school districts to spend the day "shadowing and hearing from excela health clinicians in a variety of health care fields. Professionals from excela health multidisciplinary teams provided group and one-on-one interactions with the teachers along with education preparation, such as technical school and college training, for these careers and others. About 38 teachers attended the fall 2019 workshop, and excela health hopes to accelerate the number of workshop opportunities in the coming months and years. Additionally, representatives from excela health laboratory, radiology and nursing education participated in two workforce development career camp sessions held at a local community college. Over 800 students participated each day during the camp. 2. Continuing in the quest to prepare and educate the next generation of future health care leaders, excela health has partnered with the westmoreland-fayette council of the boy scouts of america as part of its explorer's program. The program introduces high school-aged, co-ed students to various health care careers. The program commenced in october 2019 and continued to february 2020. More than 40 youths attended the program from various school districts throughout westmoreland county, meeting on the third wednesday of each month. Students chose topics of interest that were presented by health care professionals touching on their day-to-day activities, necessary education, hands-on activities and simulations. 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 treatment can begin, offering the best possible chance for care and cure. Additional community contacts include programs offered through the well-being center, excela's obgyn 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. 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, employee health and their community programs: well-being center/othe

Form 990, Part III, Statement of Program Service Accomplishments (cont)

Encompassing bariatric surgery, behavioral health, cardiology, cardiothoracic surgery, ent, family medicine, gastroenterology, general surgery, hospitalist program, internal medicine, intensivist program, neurology, obgyn, occupational medicine, orthopedics and sports medicine, pain medicine, palliative care, physiatry, thoracic surgery and vascular surgery. - medcare equipment company - 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 a clear focus on 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. Westmoreland - fy2020 - patient admissions: 14,383 - observation cases: 3,392 - newborns: 1,181 - acute care patient days: 62,700 - emergency room visits: 41,563 - ip or procedures: 3,242 - op or procedures: 6,354 - ip gi procedures: 851 - op gi procedures: 3,622 - total lab procedures & tests: 1,546,028 - op registrations: 299,935 - op imaging procedures: 119,181 - physical therapy treatments: 201,553 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: $4,081,246 - 229 volunteers donate of their time and talents: 15,479 hours - patient education materials: $28,766 family additions maternity 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 and outpatient services for adults and children, reaching into the community through a variety of community-based programs. The crisis center continues to operate, accommodating 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, serving 1,030 individuals in psychiatric crises through the crisis center and 1,527 individuals through emergency services in fiscal year 2020. Additionally, the hospital houses 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. 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 departmen

Form 990, Part III, Statement of Program Service Accomplishments (cont)

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 family additions maternity at westmoreland expert care, support and education are the hallmarks of family additions maternity 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. Prenatal 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 available are private, postpartum 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 the nursing team can help prepare the new family for life at home. A celebratory dinner is also offered after baby's birth. Births for fiscal year 2020 reached 1,181. 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 breastfeed 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 volunteer services, along with the maternity unit, 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 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, 2019 and 2020 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, two-year colleges, four-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. In 2020, 25.85% of westmoreland county participated in this program. Maki

Form 990, Part III, Statement of Program Service Accomplishments (cont)

Outpatient physical, occupational and specialty 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. 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, nonprofit and business communities together to enhance the everyday lives of those ages 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 20,483 patients in fiscal year 2020. Making care more accessible - outpatient care 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 12 percent of the total westmoreland county population. Diabetes education was provided to 142 patients at frick hospital in fiscal year 2020. Other outpatient procedures include: - ip or procedures: 62 - op or procedures: 2,148 - ip gi procedures: 133 - op gi procedures: 2,228 - total lab procedures & tests: 449,036 - op registrations: 105,756 - op imaging procedures: 44,956 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. 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: 6,071 - observation cases: 2,257 - acute care patient days: 22,228 - emergency room visits: 25,402 - ip or procedures: 1,265 - op or procedures: 6,081 - ip gi procedures: 359 - op gi procedures: 6,506 - total lab procedures & tests: 979,481 - op registrations: 213,100 - op imaging procedures: 79,633 - physical therapy treatments: 107,661 because excela latrobe hospital firmly believes that its mission is inclusive and speaks to its truest sense of community commitment, its employees

Form 990, Part III, Statement of Program Service Accomplishments (cont)

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 robotic-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. In fiscal year 2020 alone for both facilities, 883 patients (306 at latrobe hospital; 577 at westmoreland hospital) availed themselves of this advanced surgical technology. The women's care services located within 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 2020, 826 patients visited the family planning clinic and 1,443 visited the prenatal clinic, all of which operate on a sliding scale according to income and family size. Healthy women visits realized a slight increase for fiscal year 2020, while the family planning visits decreased, likely due to the coronavirus pandemic. The breakdown is as follows: family planning visits: 484 healthy women visits: 130 pre-natal clinic: 1,443 gyne clinic: 212 pre-natal deliveries: 137 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 the age of 21 who are uninsured or underinsured and meet the program's financial guidelines, so 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. 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 12 percent of the total county population. About 143 patients received education at latrobe hospital in fiscal year 2020, seven of which received telehealth education during the coronavirus pandemic. Additional clinics at both latrobe hospital and excela square at latrobe include excela health outpatient rehabilitation, outpatient labs and imaging stations (quikdraw and quikdraw plus), the short procedure suite and outpatient surgery where procedures totaled: - ip or procedures: 1,265 - op or procedures: 6,081 - ip gi procedures: 359 - op gi procedures: 6,506 - total lab procedures & tests: 979,481 - op registrations: 213,100 - op imaging procedures: 79,663 excela health home care & 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 & 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 i

Form 990, Part III, Statement of Program Service Accomplishments (cont)

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 the 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 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."

Financial Statement Notes

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, 2020.

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IRS990/MissionDesc0TO IMPROVE THE HEALTH AND WELL BEING OF EVERY LIFE WE TOUCH.
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IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0296493432
IRS990/NetAssetsOrFundBalancesEOYAmt0259718336
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07162631
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-450707
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06711924
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt02761708
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt02761708
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6937694
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0282823838
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0247534291

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$718$342$376$598$517$81.4
2023Detailed filing. Detailed filing data is available for this year.$780$384$396$550$513$37.2
2022Detailed filing. Detailed filing data is available for this year.$729$336$393$588$495$92.9
2021Detailed filing. Detailed filing data is available for this year.$756$357$399$565$474$91.2
2020Detailed filing. Detailed filing data is available for this year.$674$415$260$491$450$40.8
2019Detailed filing. Detailed filing data is available for this year.$681$385$296$516$453$63.0
2018Detailed filing. Detailed filing data is available for this year.$686$374$312$483$433$50.7
2017Detailed filing. Detailed filing data is available for this year.$679$428$251$484$422$62.5
2016Detailed filing. Detailed filing data is available for this year.$603$393$210$474$428$45.7
2015Detailed filing. Detailed filing data is available for this year.$640$324$316$452$420$31.8
2014Detailed filing. Detailed filing data is available for this year.$572$251$321$432$416$16.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$551$255$296$440
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$547$294$253$423
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$519$218$301$428
2010Summary only. Only limited summary data is available for this year.$498$231$267$456$417$38.9