dealflow
envelope $200M

← Targets

Monongahela Valley Hospital Inc.

dba Penn Highlands Mon Valley · Monongahela, Washington County, PA · CCN 390147
Licensed to Monongahela Valley Hospital Inc

Composite
63.1
rank score
Distress
74
FY2024
Fit
74
vs thesis
Estimated ticket
$61.2M–$245M
175 beds · within envelope
Ownership
nonprofit
STH

Why it ranks here

  • operating margin below -10%
  • total margin -8% to -3%
  • under 30 days cash on hand
  • current ratio under 1.5
  • occupancy 30-45%
  • margin deteriorating sharply
  • urban — higher occupancy and iteration surface
  • bed count in the target band
  • ticket size uses the capital envelope well
  • thin occupancy
  • nonprofit — expect AG conversion review

Latest financials · FY2024

Net patient revenue$116M
Operating margin -15.4%
Total margin -5.3%
Days cash on hand 11
Current ratio 1.35
Occupancy39%

Facility

Beds175
Facility typeSTH
Settingurban
Ownership classnonprofit
Per-bed (low) $350K
Per-bed (high) $1.4M

Financial history

FYBedsNet patient rev Net incomeOp margin Total marginDays cash Current ratioOccupancy DischargesDistress
2021 123 $120M $9.9M -8.0% 7.1% 55 1.02 52% 4,481 44
2022 164 $118M $-8.5M -9.8% -6.6% 34 1.23 39% 4,068 60
2023 184 $114M $-13.6M -13.4% -11.8% 58 1.64 30% 3,751 70
2024 175 $116M $-6.7M -15.4% -5.3% 11 1.35 39% 4,590 74

Owners

OwnerRole%SinceType
Penn Highlands Healthcare, Inc.
Dubois, PA
5% or greater direct ownership interest 100 2021-10
Bradley Bassi corporate director 2021-10
Brian Kline contracted managing employee 2024-07
Brian Kline corporate officer 2024-07
Carlyn Belczyk corporate director 2021-10
David Lezzer corporate director 2021-07
Donald Conrad corporate director 2021-07
Fred Price corporate director 2022-07
James Devlin corporate director 2022-07
James Ryan corporate director 2020-07
Joanne Ryan corporate director 2022-07
Jourdan Strishock w-2 managing employee 2022-04
Lawrence Kiefer corporate director 2022-07
Mark Mcginley corporate director 2021-10
Mark Norman contracted managing employee 2016-07
Mark Norman corporate officer 2016-07
Richard Pfingstler corporate director 2021-07
Robert O'leary corporate director 2021-07
Samuel Lewis corporate director 2021-02
Scott Foradora corporate director 2020-07
Thomas Carnevale corporate director 2021-07
Todd Stoltz corporate director 2020-07
William Young corporate director 2021-07

Ownership changes

No CMS ownership change on record since 2016 — this hospital has not traded in at least a decade.

Who has been buying in PA

Completed CMS ownership changes in this state. These buyers already cleared the licensure process here — and whoever advised them knows this market.

DateBuyerSellerHospitalBeds
2025-01-21 Tenor Health Foundation Sharon, Llc Steward Sharon Regional Health System, Inc. Sharon Regional Health System 141
2023-09-02 Chh Community Health Chestnut Hill Hospital Llc Chestnut Hill Hospital 128
2023-07-01 Valley Medical Facilities Inc Valley Medical Facilities Inc Heritage Valley Sewickley 220
2022-05-09 Lehigh Valley Hospital Lehigh Valley Hospital -... Lehigh Valley 1,216
2021-07-01 Dubois Regional Medical Center Clearfield Hospital Dubois Regional Medical Center 261
2021-06-14 Avenues Recovery Medical Center At... Valley Forge Medical Center &... Valley Forge Medical Center 70
2021-01-01 Robert Packer Hospital Guthrie Towanda Memorial Hospital Robert Packer Hospital 252
2020-07-01 St. Luke's Hospital- Easton Campus Steward Easton Hospital, Inc St Lukes Hospital - Easton Campus 29
2018-05-26 Lehigh Valley Hospital - Schuylkill Schuylkill Medical Center - East... Lehigh Valley Hospital - Schuylkill 118
2017-07-01 Upmc Carlisle Carlisle Hma Llc Upmc Carlisle 66