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Nonprofiteer
← SUMMIT HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by SUMMIT HEALTH FOUNDATION.

Totals

Total revenue
$4,557,555
Total expenses
$2,487,635
Contributions and grants received
$2,476,547
Grants paid
$2,112,311
Program services expenses (Part IX)
$2,267,371
Management and general expenses
$92,800
Fundraising expenses
$127,464
Program service expenses (Part III)
$2,267,371

Program services were 91.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KATE CASHDOLLAR

    VICE CHAIRMAN

    Total calculated
    $270,557
    From this org
    $0
    From related orgs
    $219,724
    Other
    $50,833
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,526 related
    Bonus
    $0
    Other
    $0 + $16,198 related
    Deferred
    $0 + $6,248 related
    Nontaxable benefits
    $0 + $44,585 related
    Filer's total
    $0 + $270,557 related

  • ROXANNA GAPSTUR PHD RN

    PRESIDENT & CEO - WELLSPAN HEALTH

    Total calculated
    $3,123,984
    From this org
    $0
    From related orgs
    $3,023,715
    Other
    $100,269
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,654,407 related
    Bonus
    $0 + $1,111,800 related
    Other
    $0 + $257,508 related
    Deferred
    $0 + $14,469 related
    Nontaxable benefits
    $0 + $85,800 related
    Filer's total
    $0 + $3,123,984 related

  • STEPHEN HOLOVIAK

    SECRETARY / TREASURER

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • PHYLLIS A NYE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JOEL ZULLINGER

    CHAIRMAN (RES. DEC. '23)

    Total calculated
    $0
    Hours/week
    1

  • DAVID A HOFFMAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JORDAN R STATLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CANDICE STUMBAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ABEL CASTRO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELISSA DUBROW

    DIRECTOR

    Total calculated
    $375,865
    From this org
    $0
    From related orgs
    $331,452
    Other
    $44,413
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,439 related
    Bonus
    $0 + $63,360 related
    Other
    $0 + $22,653 related
    Deferred
    $0 + $15,312 related
    Nontaxable benefits
    $0 + $29,101 related
    Filer's total
    $0 + $375,865 related

  • JOHN MASSIMILLA

    DIRECTOR

    Total calculated
    $573,520
    From this org
    $0
    From related orgs
    $493,358
    Other
    $80,162
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,569 related
    Bonus
    $0 + $89,440 related
    Other
    $0 + $57,349 related
    Deferred
    $0 + $28,939 related
    Nontaxable benefits
    $0 + $51,223 related
    Filer's total
    $0 + $573,520 related

  • LAURA BUCZKOWSKI

    EXECUTIVE VP & CFO - WELLSPAN HEALTH

    Total calculated
    $1,336,194
    From this org
    $0
    From related orgs
    $1,256,714
    Other
    $79,480
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $796,549 related
    Bonus
    $0 + $382,500 related
    Other
    $0 + $77,665 related
    Deferred
    $0 + $18,101 related
    Nontaxable benefits
    $0 + $61,379 related
    Filer's total
    $0 + $1,336,194 related

  • HARVEY GREEN

    SR. VP & CHIEF DEVELOPMENT OFFICER

    Total calculated
    $548,613
    From this org
    $0
    From related orgs
    $499,533
    Other
    $49,080
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,785 related
    Bonus
    $0 + $99,760 related
    Other
    $0 + $1,988 related
    Deferred
    $0 + $1,777 related
    Nontaxable benefits
    $0 + $47,303 related
    Filer's total
    $0 + $548,613 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 — 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 2023, 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 2023, THE FOLLOWING INDIVIDUAL RECEIVED A DISTRIBUTION FROM THE DEFERRED COMPENSATION PLAN: ROXANNA GAPSTUR - $122,031 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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202521289349300532

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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