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Nonprofiteer
← SUMMIT HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by SUMMIT HEALTH FOUNDATION.

Totals

Total revenue
$1,982,544
Total expenses
$1,793,900
Contributions and grants received
$1,658,538
Grants paid
$1,538,490
Program service revenue
$255,410
Investment income
$68,596
Other revenue
$0
Total assets, end of year
$65,952,362
Total liabilities, end of year
$14,593
Net assets or fund balances, end of year
$65,937,769
Program services expenses (Part IX)
$1,656,853
Management and general expenses
$18,964
Fundraising expenses
$118,083
Program service expenses (Part III)
$1,656,853

Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,658,538

  • 1g · Noncash contributions included above

    $12,259

  • 2a · Program service revenue: FUNDRAISING FEES

    total $255,410 · related or exempt $255,410

  • 3 · Investment income

    total $303,270 · excluded $303,270

  • 7a · Gross sales of assets other than inventory

    securities $6,745,690

  • 7b · Less cost or other basis and sales expenses

    securities $6,980,364

  • 7c · Gain or loss

    securities -$234,674

  • 7d · Net gain or loss

    total -$234,674 · excluded -$234,674

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,538,490 · program services $1,538,490

  • 11e · Fees: professional fundraising services

    total $34,613 · fundraising $34,613

  • 11g · Fees: other

    total $187,493 · program services $98,883 · management and general $16,481 · fundraising $72,129

  • 12 · Advertising and promotion

    total $8,314 · fundraising $8,314

  • 13 · Office expenses

    total $383 · program services $383

  • 14 · Information technology

    total $19,097 · program services $19,097

  • 17 · Travel

    total $2,871 · fundraising $2,871

  • 19 · Conferences, conventions and meetings

    total $156 · fundraising $156

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $1,500 · management and general $1,500

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $983 · management and general $983

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $33,056,529 · end of year $35,501,211

  • 12 · Investments: other securities

    beginning of year $4,178,559 · end of year $4,627,689

  • 15 · Other assets

    beginning of year $25,331,691 · end of year $25,823,462

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,382 · end of year $14,593

  • 27 · Net assets without donor restrictions

    beginning of year $37,780,232 · end of year $40,458,264

  • 28 · Net assets with donor restrictions

    beginning of year $24,772,165 · end of year $25,479,505

Mission and programs · 2022

Mission

SUMMIT HEALTH FOUNDATION IS A COMMUNITY-BASED, NON-PROFIT ORGANIZATION FORMED TO SUPPORT WELLSPAN SUMMIT HEALTH, THE CHAMBERSBURG HOSPITAL, WAYNESBORO HOSPITAL AND SUMMIT PHYSICIAN SERVICES AND THEIR MISSION OF ASSURING ACCESS TO EXCEPTIONAL HEALTH CARE SERVICES THAT ARE HIGH IN QUALITY, COMPASSIONATE AND COST EFFECTIVE. THE FOUNDATION MAKES GRANTS TO THESE ORGANIZATIONS IN ORDER TO SUPPORT THEM AND THEIR RELATED ACTIVITIES. THESE ACTIVITIES INCLUDE, BUT ARE NOT LIMITED TO:1)FURTHERING THE ORGANIZATIONS' ABILITIES TO EXPAND HEALTH SERVICES IN OUR COMMUNITY;2)FUNDING THE PURCHASE OF NEW CLINICAL AND SUPPORT-RELATED TECHNOLOGIES AND THE CONSTRUCTION OF HEALTH CARE FACILITIES;3)EXTENDING CHARITABLE HEALTH CARE TO QUALIFYING INDIVIDUALS; AND4)ADDRESSING HEALTH PRIORITIES, INCLUDING OBESITY AND SMOKING AND TOBACCO USE IN OUR COMMUNITY.

Activities or mission (Part I)

IMPROVE THE HEALTH OF PEOPLE IN FRANKLIN COUNTY, PA BY GENERATING CHARITABLE CONTRIBUTIONS.

  • SUMMIT HEALTH FOUNDATION IS A COMMUNITY-BASED, NOT-FOR-PROFIT ORGANIZATION THAT EXISTS TO INSPIRE GIFTS AND GRANTS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS, AND OTHER ENTITIES TO SUPPORT THE HEALTH AND WELL-BEING OF PEOPLE IN FRANKLIN COUNTY AND COMMUNITIES IN ADJACENT CUMBERLAND COUNTY. THE ORGANIZATION CONDUCTS FUNDRAISING ACTIVITIES AND SEEKS GRANT FUNDING ON BEHALF OF WELLSPAN SUMMIT HEALTH, WAYNESBORO HOSPITAL, CHAMBERSBURG HOSPITAL, SUMMIT PHYSICIAN SERVICES AND THEIR AFFILIATES. SUMMIT HEALTH FOUNDATION DESIGNATES MONEY RAISED TO THE FOLLOWING FUNDS:WHERE NEEDED MOST WELLSPAN CHAMBERSBURG HOSPITAL - BE A PART OF RESPONDING TO EMERGING NEEDS. GIVING TO THIS FUND ENABLES US TO ADDRESS THE AREAS OF GREATEST NEED FOR WELLSPAN HEALTH.WELLSPAN FRANKLIN COUNTY PATIENT SUPPORT FUND - HELP PATIENTS WHO HAVE NEEDS THAT AFFECT THEIR TREATMENT OR HEALTH OUTCOMES. THIS FUND HELPS AT-RISK PATIENTS WITH FOOD, TRANSPORTATION, TRANSITIONAL HOUSING, AND LIFE-SAVING MEDICATIONS.ONCOLOGY BRIDGE FUND - LEND A HAND TO PATIENTS FACING THE FINANCIAL BURDENS THAT OFTEN RESULT FROM DEALING WITH THE IMPACT OF CANCER. THIS FUND HELPS WITH BASIC LIVING EXPENSES, SUCH AS RENT, UTILITIES, GROCERIES AND TRANSPORTATION TO AND FROM MEDICAL APPOINTMENTS. FUNDS ARE AVAILABLE TO PATIENTS WHO MEET SPECIFIC FINANCIAL AID GUIDELINES.KRISTIN RUNYON MEMORIAL SCHOLARSHIP FUND - HELP PROVIDE TUITION ASSISTANCE FOR INDIVIDUALS PURSUING THEIR REGISTERED NURSE DEGREES. MANY OF THESE OUTSTANDING SCHOLARSHIPS RECIPIENTS ARE WORKING WITHIN THE WALLS OF OUR HOSPITALS AND PHYSICIAN PRACTICES, PROVIDING HIGH QUALITY, COMPASSIONATE CARE TO OUR PATIENTS.WELLSPAN FRANKLIN COUNTY SAFE FUND (SEXUAL ASSAULT FORENSIC EXAMINER) - LEND A HAND IN PROVIDING COMPASSIONATE CARE FOR VICTIMS OF SEXUAL ASSAULT. THIS FUND PROVIDES LOCAL ACCESS TO COMPREHENSIVE AND CARING MEDICAL TREATMENT THROUGH THE SAFE PROGRAM.WELLSPAN FRANKLIN COUNTY FUTURE PHYSICIAN SCHOLARSHIP PROGRAM - HELP PROVIDE FUNDING TO THIS UNIQUE WELLSPAN INITIATIVE TO SPONSOR MEDICAL SCHOOL SCHOLARSHIPS. SCHOLARSHIPS HELP YOUNG PEOPLE WITH A CONNECTION TO A LOCAL WELLSPAN COMMUNITY AND REQUIRE THEM TO RETURN TO WORK WITHIN THE WELLSPAN FOOTPRINT FOLLOWING THEIR GRADUATION.SPOTLIGHT ON CHILDREN'S HEALTH INVEST IN THE EARLY DEVELOPMENT OF CHILDREN TO ELIMINATE HEALTH AND ACHIEVEMENT INEQUITIES LATER IN LIFE BY PROVIDING LITERACY AND EARLY CHILDHOOD EDUCATION, AND SPECIAL HEALTHCARE NEEDS. THIS FUND SUPPORTS THE OPPORTUNITY FOR ALL CHILDREN IN OUR REGIONS OF CARE TO DEVELOP IN SAFE, STABLE, NURTURING RELATIONSHIPS AND ENVIRONMENTS.SEE WELLSPAN HEALTH - 2023 COMMUNITY BENEFIT REPORT LOCATED AT HTTPS://WWW.WELLSPAN.ORG/ABOUT/WELLSPAN-IN-THE-COMMUNITY/2023-COMMUNITY-BENEFIT-REPORT/.

    Expenses $1,656,853 · Grants $1,538,490 · Revenue $255,410

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KATE CASHDOLLAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROXANNA GAPSTUR PHD RN

    PRESIDENT & CEO - WELLSPAN HEALTH

    Total calculated
    $2,391,449
    From this org
    $0
    From related orgs
    $2,303,962
    Other
    $87,487
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,523,876 related
    Bonus
    $0 + $780,000 related
    Other
    $0 + $86 related
    Deferred
    $0 + $13,477 related
    Nontaxable benefits
    $0 + $74,010 related
    Filer's total
    $0 + $2,391,449 related

  • STEPHEN HOLOVIAK

    SECRETARY / TREASURER

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • PHYLLIS A NYE

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JOEL ZULLINGER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • DAVID A HOFFMAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL C KALATHAS

    DIRECTOR (RES. MAY '23)

    Total calculated
    $0
    Hours/week
    1

  • SHERRI H STAHL

    DIR, SR VP WEST REG (UNTIL DEC. '22)

    Total calculated
    $690,210
    From this org
    $0
    From related orgs
    $625,252
    Other
    $64,958
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,491 related
    Bonus
    $0 + $168,451 related
    Other
    $0 + $310 related
    Deferred
    $0 + $20,177 related
    Nontaxable benefits
    $0 + $44,781 related
    Filer's total
    $0 + $690,210 related

  • JORDAN R STATLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CANDICE STUMBAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON TROUT

    CHIEF DEV. OFFICER (UNTIL DEC. '22)

    Total calculated
    $419,679
    From this org
    $0
    From related orgs
    $371,444
    Other
    $48,235
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,880 related
    Bonus
    $0 + $64,680 related
    Other
    $0 + $5,884 related
    Deferred
    $0 + $18,465 related
    Nontaxable benefits
    $0 + $29,770 related
    Filer's total
    $0 + $419,679 related

  • LAURA BUCZKOWSKI

    EXECUTIVE VP & CFO - WELLSPAN HEALTH

    Total calculated
    $1,018,368
    From this org
    $0
    From related orgs
    $944,343
    Other
    $74,025
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $694,583 related
    Bonus
    $0 + $249,750 related
    Other
    $0 + $10 related
    Deferred
    $0 + $16,892 related
    Nontaxable benefits
    $0 + $57,133 related
    Filer's total
    $0 + $1,018,368 related

  • HARVEY GREEN

    SR VP & CHIEF DEV OFF(AS OF NOV '22)

    Total calculated
    $50,345
    From this org
    $0
    From related orgs
    $46,576
    Other
    $3,769
    Hours/week
    8 + 32 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE OFFICERS RECEIVE AN ALLOWANCE THAT CAN BE CONSIDERED A DISCRETIONARY SPENDING ACCOUNT. THE MONIES ARE IN LIEU OF AN AUTOMOBILE ALLOWANCE, TO PURCHASE ADDITIONAL LIFE INSURANCE, ETC. RESULTS FITNESS CLUB MEMBERSHIP IS AVAILABLE FREE OF CHARGE FOR ANY OFFICER AND ACTIVE BOARD MEMBER.
PART I, LINE 4B
THE WELLSPAN HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WAS ADOPTED AND MADE EFFECTIVE ON DECEMBER 19TH, 2008. THE OBJECTIVE OF THE EXECUTIVE BENEFITS PROGRAM IS TO PROVIDE AN EXECUTIVE BENEFITS PROGRAM THAT IS COMPETITIVE WITH NATIONAL NORMS IN THE HEALTHCARE INDUSTRY FOR SIMILARLY SIZED ORGANIZATIONS ENABLING WELLSPAN HEALTH TO RECRUIT AND RETAIN TOP EXECUTIVE TALENT. TIER I EXECUTIVES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. A DESCRIPTION OF THE TARGETED BENEFIT OF THE PLAN IS AS FOLLOWS: 1) PROVIDE AN EMPLOYER SPONSORED RETIREMENT BENEFIT THAT REPLACES 60% OF AVERAGE PRE-RETIREMENT (5 YEARS) BASE COMPENSATION THROUGH A COMBINED APPROACH UTILIZING WELLSPAN'S RETIREMENT PLAN, 50% OF SOCIAL SECURITY, SPLIT-DOLLAR LIFE INSURANCE BENEFIT, AND SUPPLEMENTAL EXECUTIVE RETIREMENT BENEFIT. 2) PROVIDES A MINIMUM BENEFIT AFTER 10 YEARS OF SERVICE. 3) PROVIDES THE FULL TARGETED BENEFIT AFTER 25 YEARS OF SERVICE. 4) BENEFIT IS VESTED WHEN ELIGIBLE EXECUTIVE REACHES AGE 65. THE BENEFIT IS ALSO VESTED UPON DEATH, DISABILITY, JOB ELIMINATION AND "TERMINATION FOR GOOD REASON". 5) CREDITED SERVICE GRANTED ON A 1:2 BASIS FOR PREVIOUS SERVICE IN AN ELIGIBLE TIER II POSITION. 6) TARGETED BENEFIT IS TO BE CALCULATED USING A 15 YEAR CERTAIN PAYOUT. 7) PAYOUT WILL BE IN A LUMP SUM. 8) PAYOUT WILL BE TAXABLE WHEN VESTED. DURING THE CALENDAR YEAR 2022, THERE WERE NO DISTRIBUTIONS FROM THE SERP. THE WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN WAS ADOPTED AND MADE EFFECTIVE AS OF JULY 1, 2017. THIS PLAN WILL REPLACE THE SERP. AS PART OF THE TRANSITION, EACH PARTICIPANT IN THE SERP WAS GIVEN A ONE-TIME CHOICE TO BE GRANDFATHERED IN THE SERP OR TRANSFER TO THE NEW WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN. THE OBJECTIVE OF THE WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN IS TO ATTRACT AND RETAIN EXECUTIVE AND UPPER-LEVEL MANAGEMENT EMPLOYEES OF OUTSTANDING ABILITY. TIERS I, II, III AND A SELECT GROUP OF TIER IV EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. A DESCRIPTION OF THE TARGETED BENEFIT OF THE PLAN IS AS FOLLOWS: 1)PROVIDE AN UNFUNDED DEFERRED COMPENSATION BENEFIT TO A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. 2)PLAN ACCOUNT CONTRIBUTIONS ARE CREDITED EACH YEAR TO A SUBACCOUNT, BASED UPON VARIOUS TIER LEVELS; TIER I, 22%, TIER II, 17%, TIER III, 12%, AND TIER IV, 8%. 3)PARTICIPANT ACCOUNTS ARE CREDITED INTEREST EACH YEAR BY APPLICATION OF THE 30-YEAR U.S. TREASURY RATE ON JUNE 30 OF THE PLAN YEAR THEN ENDING, PLUS ONE PERCENT (1%). 4)PARTICIPANT VESTING OCCURS ON THE EARLIER OF: A)JUNE 30TH OF THE FOURTH PLAN YEAR: 25% PER YEAR. B)PARTICIPANT REACHES AGE 65. C)UPON DEATH, DISABILITY, JOB ELIMINATION AND "TERMINATION FOR GOOD REASON". 5)NON-ELECTIVE EMPLOYER CONTRIBUTIONS ARE ALSO PERMITTED. 6)PLAN DISTRIBUTIONS TO BE ADMINISTERED PER THE PLAN DOCUMENT. DURING THE CALENDAR YEAR 2022, THERE WERE NO DISTRIBUTIONS FROM THE WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN. ADDITIONALLY, ANY VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE, ARE REFLECTED IN SCHEDULE J, PART II, COLUMN B(III).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202411309349301571

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