Heritage Valley Health System Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
TO IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES WE SERVE.
- Income
- $379.2 million
- Spending
- $417.6 million
- Spent on programs
- 83%
- Reserves
- 0.5 months of spending
- Largest source of income
- fees for its services, 92%
- Employees
- 3,027
- Volunteers
- 15
- Highest pay
- $925,862, president & ceo
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 38 out of 100. Higher than 12% of charities in its peer group (health care, over $100m).
Reserves
4 of 35Spendable reserves would cover 0.5 months of spending.
Debt
5 of 20It owes 58% of what it owns.
Living within its means
4 of 15Spending exceeded income by 10% of income.
Income trend
10 of 15Income fell 6% on the year before.
Spending floor
15 of 1582% of spending went to programs and raising each dollar of donations cost 0 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 53% of charities in its peer group (health care, over $100m).
Independent board
25 of 2515 of 17 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $344.4 million spent. THE HOSPITALS COMPRISING VALLEY MEDICAL FACILITIES PROVIDE ROUTINE AND AUXILIARY MEDICAL/SURGICAL, PSYCHIATRIC, AND OUTPATIENT REHABILITATION SERVICES TO THE COMMUNITIES SERVED BY THE HOSPITALS REGARDLESS OF PATIENT'S ABILITY TO PAY.DURING THE FISCAL YEAR, THE HOSPITALS HAD 13,856 INPATIENT ADMISSIONS, 5,457 OBSERVATION ADMISSIONS, 727 NEWBORN ADMISSIONS, AND 66,405 INPATIENT DAYS. THE FACILITIES ALSO ENCOUNTERED 91,748 EMERGENCY ROOM VISITS, 8,433 OUTPATIENT SURGERIES, 56 OPEN HEART PROCEDURES, 1,452 CARDIAC CATHETERIZATIONS AND 350,535 DIAGNOSTIC IMAGING PROCEDURES.HERITAGE VALLEY SENIOR LIVING COMMUNITY PROVIDES SENIOR LIVING CHOICES RANGING FROM INDEPENDENT LIVING, PERSONAL CARE AND MEMORY CARE. INDEPENDENT LIVING PROVIDES SENIORS WITH THEIR OWN APARTMENTS, RESTAURANT-STYLE DINING, HOUSEKEEPING AND MANY ACTIVITIES AND OTHER AMENITIES DESIGNED TO SUIT THEIR ACTIVE LIFESTYLES. THE PERSONAL CARE COMMUNITY COMBINES ALL OF THE COMFORTS OF HOME WITH THE ACTIVITY AND SECURITY OF A SMALL COMMUNITY OF CARING STAFF. RESIDENTS ENJOY A WIDE RANGE OF SOCIAL ACTIVITIES IN AN ELEGANT SETTING, ALONG WITH SPECIALLY PLANNED PROGRAMS, GOOD FOOD, FRIENDS AND 24 HOUR ASSISTANCE FROM A CARING STAFF, TAILORED TO EACH RESIDENT'S NEEDS. THE MEMORY CARE PROGRAM IS DESIGNED FOR THE SPECIFIC NEEDS OF SENIORS WITH ALZHEIMER'S OR RELATED DEMENTIA AND OFFERS A HOME-LIKE ENVIRONMENT CONDUCIVE TO BOTH EMOTIONAL HEALTH AND PHYSICAL WELL-BEING. EVERY ROOM OF OUR PROGRAM HAS BEEN DESIGNED TO STIMULATE THE SENSES AND INVOKE A FEELING OF FAMILIARITY AND WARMTH. RESIDENTS AND THEIR FAMILIES CAN ENJOY COMFORTABLE COMMON ROOMS, AS WELL AS AN ATTRACTIVE AND SECURE OUTDOOR COURTYARD.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since February 1997.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
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