Heritage Valley Health System Foundation

Nonprofit profile at a glance

EIN
251801534
IRS 990 coverage
2017–2024
Forms available
Form 990 2024, Form 990-EZ 2016
Location
Mckees Rocks, PA, USA
Phone
4127497121
Rating
67
Verdict
SUPPORTED
Rating confidence
Standard

Official website

Reported finances

Revenue
$9,164,106
Expenses
$713,722
Assets
$125,299,304
Liabilities
$58,164

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • NORMAN F MITRY (PRESIDENT & CEO)
  • GARRETT RICHARDSON (VICE PRESIDENT, FINANCE)

Highest reported compensation

  • NORMAN F MITRY (PRESIDENT & CEO): $925,862 total reported compensation
  • GARRETT RICHARDSON (VICE PRESIDENT, FINANCE): $234,439 total reported compensation
  • CORRIE MANJOO MD MPH (DIRECTOR/PHYSICIAN): $100,808 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See schedule o

What it reported doing in 2024

Heritage valley health system foundation transferred to sewickley ymca, a 501(c)(3) organization, $43,375 to support the faith in action program from funds raised specifically for that purpose. Faith in action provides transportation for senior citizens to doctor appointments, medical tests and medical treatments for patients with cancer and chronic conditions.

Operating model

Revenue model
Investment-supported. 63% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 40
  • Transparency & Controls: 76
  • Accountability: 91
  • Sustainability: 91
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 20.3%; rating input score 20
  • Program expense ratio: 69.6%; rating input score 70
  • Fundraising efficiency: $15.08 raised per $1 spent on fundraising; rating input score 51; 51st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 92.9%; rating input score 93; 23rd percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 92.2%; rating input score 99; 99th percentile among comparable filings
  • Total-asset coverage ratio: 175.56; rating input score 100; 100th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 93; 93rd percentile among comparable filings
  • Officer compensation ratio: 8.2%; rating input score 36; 36th percentile among comparable filings

Growth

  • Program expense growth: 18.2% per year; rating input score 100; 83rd percentile among comparable filings
  • Revenue growth: 21.1% per year; rating input score 100; 89th percentile among comparable filings
  • Asset growth: 19.3% per year; rating input score 100; 83rd percentile among comparable filings

Details

  • Where the money goes: 20.3% of revenue deployed · 69.6% of spending went to programs
  • Governance: 13 of 14 board members independent · 7 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $497K in reported program spending
  • Leadership: top reported pay $926K · 16 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 26 of 26 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 8 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: 19 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 20/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Review — Financial Efficiency: Fundraising efficiency scored 51/100.
  • Review — Accountability: Governance controls: CEO compensation review process not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 36/100.