EXCELA HEALTH GROUP Charity Report

Public IRS 990 nonprofit record

EXCELA HEALTH GROUP

EIN 90-0759236 · General Hospitals (E22)

What they do

EXCELA HEALTH, AN AFFILIATE of INDEPENDENCE HEALTH SYSTEM, WILL BE RECOGNIZED AS THE PREMIER PROVIDER of HIGH QUALITY, VALUE-DRIVEN AFFORDABLE INTEGRATED CARE IN THE REGION. WE WILL ACHIEVE THIS THROUGH UNWAVERING COMMITMENT to INDIVIDUAL and ORGANIZATIONAL EXCELLENCE and TECHNOLOGICAL INNOVATION.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.23%of revenue went to mission work93.9% of expenses · Program services

$84.38spent for every $100 of revenueRevenue covered expenses this year.

5.15%of revenue went to management and office costs6.1% of expenses

$1.13in assets for every $1 spent this yearSome assets cannot be spent right away.

0.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $701,572 for THOMAS S ALBANESI JR CPA (CFO/ASSISTANT TREASURER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$628,106,455

Mission workProgram services$497,655,02879.23% of revenue93.9% of expenses

ManagementOffice and general costs$32,352,3845.15% of revenue6.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$98,099,04315.62% of revenueShown in gray on the chart

Total expenses$530,007,41284.38% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 93.9% mission · 6.1% management · 0.0% fundraisingTotal expenses: 84.38% of revenue

2023Expense mix: 91.1% mission · 8.9% management · 0.0% fundraisingTotal expenses: 86.40% of revenue

2022Expense mix: 91.0% mission · 9.0% management · 0.0% fundraisingTotal expenses: 93.24% of revenue

2021Expense mix: 90.9% mission · 9.1% management · 0.0% fundraisingTotal expenses: 84.21% of revenue

2020Expense mix: 90.6% mission · 9.4% management · 0.0% fundraisingTotal expenses: 83.86% of revenue

2019Expense mix: 89.7% mission · 10.3% management · 0.0% fundraisingTotal expenses: 91.69% of revenue

2018Expense mix: 86.8% mission · 13.2% management · 0.0% fundraisingTotal expenses: 87.79% of revenue

2017Expense mix: 86.9% mission · 13.1% management · 0.0% fundraisingTotal expenses: 89.51% of revenue

Money in and money out

Revenue$628,106,455

Expenses$530,007,412

Annual surplus $98,099,043 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$497,655,028 · 93.9% of expenses

Management and office costs$32,352,384 · 6.1% of expenses

See all reported dollar amounts

Revenue$628,106,455

Expenses$530,007,412

Assets$596,742,406

Income$630,481,132

Contributions$4,760,042

Mission work (program services)$497,655,028

Management and general$32,352,384

Executive compensation (total)$2,026,827

Stocks and bonds$235,354,784

Accounting fees$318,822

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

THOMAS S ALBANESI JR CPACFO/ASSISTANT TREASURER · 50 hrs/week $701,572Base $663,850 · Other $37,722

CAROL J FOX MDCHIEF MEDICAL OFFICER · 40 hrs/week $698,282Base $675,147 · Other $23,135

BRIAN FRITZPRESIDENT WH, LH & FH · 60 hrs/week $450,935Base $417,861 · Other $33,074

THOMAS CHAKURDACHIEF MARKET & COMM OFFICER · 50 hrs/week $450,269Base $413,597 · Other $36,672

LAURIE ENGLISHSR. VP, HUMAN RESOURCES · 50 hrs/week $404,767Base $362,988 · Other $41,779

ERICA SHAFFERVPL, POST ACUTE AMB STRAT · 50 hrs/week $283,628Base $258,347 · Other $25,281

MICHAEL DEBROECKDIR. ANESTHESIA SCHOOL · 50 hrs/week $281,430Base $268,494 · Other $12,936

TRACI FICKCHIEF NURSING OFFICER · 40 hrs/week $271,663Base $246,981 · Other $24,682

JEFFREY TIESIFORMER CHIEF OPERATING OFFICER $115,385

JAMES ADISEY MDTRUSTEE/PHYSICIAN · 3 hrs/week $32,146Base · Other $32,146

ROGER LUTZCHIEF INFORMATION OFFICER · 20 hrs/week $25,503Base · Other $25,503

MICHAEL FIORINA DOCHIEF MEDICAL OFFICER · 20 hrs/week $25,326Base · Other $25,326

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

THOMAS S ALBANESI JR CPACFO/ASSISTANT TREASURER

CAROL J FOX MDCHIEF MEDICAL OFFICER

BRIAN FRITZPRESIDENT WH, LH & FH

THOMAS CHAKURDACHIEF MARKET & COMM OFFICER

LAURIE ENGLISHSR. VP, HUMAN RESOURCES

ERICA SHAFFERVPL, POST ACUTE AMB STRAT

MICHAEL DEBROECKDIR. ANESTHESIA SCHOOL

TRACI FICKCHIEF NURSING OFFICER

JEFFREY TIESIFORMER CHIEF OPERATING OFFICER

JAMES ADISEY MDTRUSTEE/PHYSICIAN

ROGER LUTZCHIEF INFORMATION OFFICER

MICHAEL FIORINA DOCHIEF MEDICAL OFFICER

DAVID ROTTINGHAUSPHYSICIAN & PROVIDER NETWORK PRESIDENT

KENNETH P DEFURIOPRESIDENT & CEO

ANIE PERARD MDTRUSTEE (UNTIL 12/31/24)/PHYSICIAN

THOMAS GENEVROCHIEF HUMAN RESOURCES OFFICER

WILLIAM MADDENCHIEF OPERATING OFFICER

PAMELA HEPP ESQCHIEF LEGAL OFFICER

PATRICK HAMPSONSECRETARY (UNTIL 12/17/24)

PAUL BACHARACHCHAIR

TERESA PETRICKTRUSTEE

DEBRA THOMPSON PHDTRUSTEE

LARRY RICHERTSECRETARY

JOHN REEFER MDTRUSTEE

TIMOTHY MORGUSVICE CHAIR

JOHN M SPHONTRUSTEE

JEFFREY CURRYTREASURER

About this charity

Recognized since: January 1984
Location: 532 WEST PITTSBURGH STREET, GREENSBURG, PA 15601
County: Westmoreland
In care of: THOMAS S ALBANESI JR CPA FHFMA
Primary officer: THOMAS S ALBANESI JR CPA FHFMA, CFO/ASSISTANT TREASURER

How to reach them

WebsiteVisit the charity’s website Phone(724) 689-1646

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: General Hospitals (E22)
IRS tax category: General Hospitals