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Nonprofiteer
← EPHRATA COMMUNITY HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by EPHRATA COMMUNITY HEALTH FOUNDATION.

Totals

Total revenue
$1,008,138
Total expenses
$795,655
Contributions and grants received
$513,260
Grants paid
$467,918
Program service revenue
$189,762
Investment income
$314,000
Other revenue
-$8,884
Total assets, end of year
$5,916,122
Total liabilities, end of year
$68,355
Net assets or fund balances, end of year
$5,847,767
Program services expenses (Part IX)
$628,692
Management and general expenses
$65,504
Fundraising expenses
$101,459
Program service expenses (Part III)
$628,692

Program services were 79.0% 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.

  • 1c · Fundraising events

    $84,089

  • 1f · All other contributions, gifts and grants

    $429,171

  • 2a · Program service revenue: FUNDRAISING FEES

    total $189,762 · related or exempt $189,762

  • 3 · Investment income

    total $64,654 · excluded $64,654

  • 7a · Gross sales of assets other than inventory

    securities $1,982,796

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

    securities $1,733,450

  • 7c · Gain or loss

    securities $249,346

  • 7d · Net gain or loss

    total $249,346 · excluded $249,346

  • 8a · Fundraising events: gross income

    $31,900

  • 8a · Fundraising events: contributions included on line 1c

    $84,089

  • 8b · Fundraising events: direct expenses

    $40,784

  • 8c · Net income from fundraising events

    total -$8,884 · excluded -$8,884

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $467,918 · program services $467,918

  • 11e · Fees: professional fundraising services

    total $22,388 · fundraising $22,388

  • 11f · Fees: investment management

    total $11,094 · management and general $11,094

  • 11g · Fees: other

    total $259,899 · program services $145,700 · management and general $41,349 · fundraising $72,850

  • 12 · Advertising and promotion

    total $3,051 · fundraising $3,051

  • 13 · Office expenses

    total $817 · program services $817

  • 14 · Information technology

    total $14,257 · program services $14,257

  • 16 · Occupancy

    total $11,393 · management and general $11,393

  • 17 · Travel

    total $2,123 · fundraising $2,123

  • 19 · Conferences, conventions and meetings

    total $1,047 · fundraising $1,047

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $1,668 · management and general $1,668

Balance sheet

Part X, book values.

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,465 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,383,008 · end of year $4,839,880

  • 12 · Investments: other securities

    beginning of year $571,338 · end of year $673,172

  • 14 · Intangible assets

    beginning of year $5,781 · end of year $0

  • 15 · Other assets

    beginning of year $495,688 · end of year $403,070

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,007 · end of year $2,926

  • 19 · Deferred revenue

    beginning of year $71,220 · end of year $65,429

  • 25 · Other liabilities

    beginning of year $5,781 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,294,070 · end of year $5,804,195

  • 28 · Net assets with donor restrictions

    beginning of year $85,202 · end of year $43,572

Mission and programs · 2023

Mission

THE EPHRATA COMMUNITY HEALTH FOUNDATION IS A COMMUNITY-BASED, NON-PROFIT ORGANIZATION FORMED TO SUPPORT THE EPHRATA COMMUNITY HOSPITAL'S MISSION OF ASSURING THAT THE COMMUNITY OF NORTHERN AND EASTERN LANCASTER COUNTY, PENNSYLVANIA HAS ACCESS TO EXCEPTIONAL HEALTH CARE SERVICES THAT ARE HIGH IN QUALITY, COMPASSIONATE AND COST EFFECTIVE.THE OBJECTIVES OF THE FOUNDATION WILL BE ACHIEVED BY MAKING DISTRIBUTIONS TO THE HOSPITAL FOR CARRYING OUT THE MISSION OF THE HOSPITAL, INCLUDING BUT NOT LIMITED TO:1)FURTHERING THE ENHANCEMENT OF THE HOSPITAL'S ABILITY 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 NORTHERN LANCASTER COUNTY BY GENERATING CHARITABLE CONTRIBUTIONS.

  • EPHRATA COMMUNITY HEALTH FOUNDATION IS A COMMUNITY-BASED, NOT-FOR-PROFIT CORPORATION THAT EXISTS TO INSPIRE GIFTS AND GRANTS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS AND OTHER ENTITIES TO SUPPORT THE HEALTH AND WELL-BEING OF PEOPLE IN NORTHERN LANCASTER COUNTY.EPHRATA COMMUNITY HEALTH FOUNDATION DESIGNATES MONEY RAISED TO THE FOLLOWING FUNDS:BEHAVIORAL HEALTH RENOVATION & EXPANSION CAMPAIGN - HELP IMPROVE ACCESS TO BEHAVIORAL HEALTHCARE IN THE LANCASTER COMMUNITY.CANCER PATIENT HELP 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.HEART FAILURE PROGRAM - HELP PATIENTS RECOVERING FROM HEART FAILURE IMPROVE THEIR QUALITY OF LIFE. GIFTS TO THIS FUND HELP PROVIDE PATIENTS WITH ITEMS FROM THE WELLSPAN EPHRATA COMMUNITY HOSPITAL'S LOW SODIUM FOOD PANTRY, FREE FRESH FRUITS AND VEGETABLES, PATIENT SCALES, COMMUNITY OUTREACH SUPPLIES, EDUCATIONAL MATERIALS, AND SUPPORT LUNCH & LEARNS FOR THE HEART FAILURE SUPPORT GROUP.CLINICAL SIMULATION LAB - SUPPORT AN INNOVATIVE AND INTERACTIVE HIGH-TECH CLASSROOM THAT ENSURES A SAFE TRANSITION FROM CLASSROOM TO PATIENT ROOM FOR TRAINEES. THIS INVOLVES THE USE OF HIGH-FIDELITY MANNEQUINS, STAFF DEVELOPMENT AND REFINING, AND APPLIES KNOWLEDGE AND SKILLS IN A REALISTIC CLINICAL SITUATION FOR A WIDE VARIETY OF HEALTH CARE ISSUES.CRIBS FOR KIDS FUND - FUNDS PROVIDE PACK 'N PLAY PORTABLE CRIBS TO LANCASTER COUNTY FAMILIES IN NEED OF A SAFE SLEEP ENVIRONMENT FOR THEIR NEWBORN, AS WELL AS EDUCATIONAL RESOURCES AIMED TO DECREASE THE NUMBER OF SIDS RELATED DEATHS.NURSING EDUCATION FUND - COVER PROFESSIONAL DEVELOPMENT AND CONTINUING EDUCATION EXPENSES FOR NURSES AT WELLSPAN EPHRATA COMMUNITY HOSPITAL. FUNDS DO NOT COVER TUITION OR TUITION REIMBURSEMENT.SEXUAL ASSAULT FORENSIC EXAMINER (SAFE) FUND - LEND A HAND IN PROVIDING COMPASSIONATE CARE FOR VICTIMS OF SEXUAL ASSAULT THROUGH LOCAL ACCESS TO COMPREHENSIVE MEDICAL TREATMENT. YOUR GIFT ALSO HELPS SUPPORT PROGRAM EQUIPMENT AND SUPPLIES AND PROVIDES SAFE NURSES WITH OPPORTUNITIES FOR CONTINUING EDUCATION AND SPECIALIZED TRAINING.WHERE NEEDED MOST - BE A PART OF RESPONDING TO EMERGING NEEDS. GIVING TO THIS FUND ENABLES US TO ADDRESS THE AREAS OF GREATEST NEED FOR WELLSPAN HEALTH.EPHRATA COMMUNITY HEALTH FOUNDATION GOLF TOURNAMENT - SUPPORT WELLSPAN EPHRATA COMMUNITY HOSPITAL'S MISSION OF EXCEPTIONAL CARE FOR ALL THROUGH PROJECTS THAT SUPPORT LIFELONG WELLNESS AND HEALTHY COMMUNITIES.FUTURE PHYSICIAN SCHOLARSHIP PROGRAM - HELP PROVIDE FUNDING TO THIS UNIQUE WELLSPAN INITIATIVE TO SPONSOR MEDICAL SCHOOL SCHOLARSHIPS. SCHOLARSHIPS AID 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 CHILDREN'S EARLY DEVELOPMENT TO ELIMINATE HEALTH AND ACHIEVEMENT INEQUITIES LATER IN LIFE BY PROVIDING LITERACY AND EARLY CHILDHOOD EDUCATION SERVICES AND MEETING SPECIAL HEALTH CARE 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 - 2024 COMMUNITY BENEFIT REPORT LOCATED AT HTTPS://WWW.WELLSPAN.ORG/ABOUT-WELLSPAN/IMPROVING-HEALTHY-COMMUNITIES/COMMUNITY-BENEFIT.

    Expenses $628,692 · Grants $467,918 · Revenue $189,762

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ALLEN WESSEL

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • BLAKE S DAUB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY S STAUFFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOYCE HOOVER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • 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

  • LYNN S KLINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • 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

  • STEVEN C BADE

    DIRECTOR

    Total calculated
    $212,753
    From this org
    $0
    From related orgs
    $174,003
    Other
    $38,750
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,607 related
    Bonus
    $0 + $21,396 related
    Other
    $0
    Deferred
    $0 + $8,441 related
    Nontaxable benefits
    $0 + $30,309 related
    Filer's total
    $0 + $212,753 related

  • TINA M CITRO

    DIRECTOR

    Total calculated
    $482,239
    From this org
    $0
    From related orgs
    $410,216
    Other
    $72,023
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,713 related
    Bonus
    $0 + $80,600 related
    Other
    $0 + $18,903 related
    Deferred
    $0 + $20,015 related
    Nontaxable benefits
    $0 + $52,008 related
    Filer's total
    $0 + $482,239 related

  • TODD S STEWART

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TODD HECK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RUFUS MARTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • 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

  • JOHN PORTER JR

    FORMER DIRECTOR/COO

    Total calculated
    $147,165
    From this org
    $0
    From related orgs
    $136,707
    Other
    $10,458
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $136,707 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $10,458 related
    Filer's total
    $0 + $147,165 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

  • 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 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, THE FOLLOWING INDIVIDUAL RECEIVED A SERP DISTRIBUTION OF: JOHN PORTER, JR. - $136,707 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.

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
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202521289349301887

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