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← LANCASTER GENERAL HEALTH HOLDINGS INC

Form 990 for tax year 2023

Filed by LANCASTER GENERAL HEALTH HOLDINGS INC.

Totals

Total revenue
$11,569,166
Total expenses
$578,361
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$11,532,647
Investment income
$31,975
Other revenue
$4,544
Total assets, end of year
$24,093,665
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$24,093,665
Program services expenses (Part IX)
$478,938
Management and general expenses
$99,423
Fundraising expenses
$0
Program service expenses (Part III)
$478,938

Program services were 82.8% 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.

  • 2a · Program service revenue: PHYSICIAN'S SURGERY CTR LANC GEN, LLC

    total $3,497,927 · related or exempt $3,497,927

  • 2b · Program service revenue: LANCASTER BEHAVIORAL HEALTH HOSPITAL

    total $3,282,424 · related or exempt $3,282,424

  • 2c · Program service revenue: LANCASTER REHABILITATION HOSPITAL, LLP

    total $2,874,498 · related or exempt $2,874,498

  • 2d · Program service revenue: LANCASTER PET PARTNERSHIP, LLP

    total $1,602,923 · related or exempt $1,602,923

  • 2e · Program service revenue: THE NEUROSPINE CENTER, LLC - ALL OTHER

    total $107,232 · related or exempt $107,232

  • 2f · All other program service revenue

    total $167,643 · related or exempt $167,643

  • 3 · Investment income

    total $31,975 · excluded $31,975

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: MISC INCOME

    total $4,544 · related or exempt $4,544 · unrelated business $0

  • 11e · Other revenue, total

    $4,544

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $8,578 · program services $8,578 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $292,327 · program services $292,327 · management and general $0 · fundraising $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $15,307 · program services $15,307 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $4,227 · program services $4,227 · management and general $0 · fundraising $0

  • 24a · Other expenses: PURCHASED SERVICES

    total $161,064 · program services $107,297 · management and general $53,767 · fundraising $0

  • 24b · Other expenses: MEDICAL/SURGICAL SUPPLIES

    total $51,202 · program services $51,202 · management and general $0 · fundraising $0

  • 24c · Other expenses: MANAGEMENT FEE

    total $45,656 · program services $0 · management and general $45,656 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $119,087 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $164,761 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $42,073 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $331,479 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $20,558,577 · end of year $24,093,665

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $50,041 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $260,875 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $20,905,061 · end of year $24,093,665

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

LANCASTER GENERAL HEALTH HOLDINGS, INC.'S EXEMPT PURPOSE IS TO PROMOTE, SUPPORT, SPONSOR AND PROVIDE CHARITABLE HEALTH CARE AND RELATED SERVICES.

Activities or mission (Part I)

LANCASTER GENERAL HEALTH HOLDINGS, INC.'S EXEMPT PURPOSE IS TO PROMOTE, SUPPORT, SPONSOR, AND PROVIDE CHARITABLE HEALTH CARE AND RELATED SERVICES.

  • THE PHYSICIAN'S SURGERY CENTER LANCASTER GENERAL, LLC - AN OUTPATIENT SURGERY FACILITY WITH SIX STATE OF THE ART SURGICAL SUITES AND ONE PROCEDURAL ROOM.

    Revenue $3,497,927

  • LANCASTER BEHAVIORAL HEALTH HOSPITAL, LLC - A PSYCHIATRIC HOSPITAL THAT OFFERS A VARIETY OF TREATMENTS, INCLUDING INPATIENT CARE, DAY TREATMENT, AND CRISIS STABILIZATION FOR ADULTS AND ADOLESCENTS.

    Revenue $3,282,424

  • LANCASTER REHABILITATION HOSPITAL, LLC - A 52,000 SQUARE FOOT, SINGLE STORY, 59 BED, ACUTE PATIENT REHABILITATION HOSPITAL

    Revenue $2,874,498

  • LANCASTER PET PARTNERSHIP, LLP

    Revenue $1,602,923

  • THE NEUROSPINE CENTER, LLC

    Expenses $478,938 · Revenue $182,383

  • MRI GROUP, LLP

    Revenue $97,036

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

Listed in Part VII

  • MARGARET F COSTELLA ESQ

    SECRETARY

    Total calculated
    $853,155
    From this org
    $0
    From related orgs
    $717,658
    Other
    $135,497
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,498 related
    Bonus
    $0 + $94,642 related
    Other
    $0 + $252,518 related
    Deferred
    $0 + $131,879 related
    Nontaxable benefits
    $0 + $3,618 related
    Filer's total
    $0 + $853,155 related

  • JAMES A STUCCIO

    FORMER OFFICER

    Total calculated
    $571,305
    From this org
    $0
    From related orgs
    $548,111
    Other
    $23,194
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $68,762 related
    Bonus
    $0
    Other
    $0 + $479,349 related
    Deferred
    $0 + $19,839 related
    Nontaxable benefits
    $0 + $3,355 related
    Filer's total
    $0 + $571,305 related

  • TAMMY L OBER

    CHAIRPERSON/PRESIDENT

    Total calculated
    $550,702
    From this org
    $0
    From related orgs
    $456,441
    Other
    $94,261
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,812 related
    Bonus
    $0 + $96,529 related
    Other
    $0 + $41,100 related
    Deferred
    $0 + $64,896 related
    Nontaxable benefits
    $0 + $29,365 related
    Filer's total
    $0 + $550,702 related

  • GEOFFREY W EDDOWES

    FORMER OFFICER

    Total calculated
    $545,049
    From this org
    $0
    From related orgs
    $443,682
    Other
    $101,367
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,276 related
    Bonus
    $0 + $71,268 related
    Other
    $0 + $55,138 related
    Deferred
    $0 + $86,360 related
    Nontaxable benefits
    $0 + $15,007 related
    Filer's total
    $0 + $545,049 related

  • BRIAN R BURGESS

    FORMER OFFICER

    Total calculated
    $459,241
    From this org
    $0
    From related orgs
    $433,928
    Other
    $25,313
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $131,906 related
    Bonus
    $0
    Other
    $0 + $302,022 related
    Deferred
    $0 + $15,204 related
    Nontaxable benefits
    $0 + $10,109 related
    Filer's total
    $0 + $459,241 related

  • LINDA A WELKER

    TREASURER

    Total calculated
    $225,481
    From this org
    $0
    From related orgs
    $188,644
    Other
    $36,837
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,323 related
    Bonus
    $0
    Other
    $0 + $14,321 related
    Deferred
    $0 + $9,803 related
    Nontaxable benefits
    $0 + $27,034 related
    Filer's total
    $0 + $225,481 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

SCHEDULE J, PART 1, LINE 3
TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. --------------------------------
SCHEDULE J, PART 1, LINE 4A
SEVERANCE AND CHANGE OF CONTROL PAYMENTS THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR: BRIAN R. BURGESS $243,621 --------------------------------
SCHEDULE J, PART 1, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MARGARET F. COSTELLA, ESQ. - $247,168 GEOFFREY W. EDDOWES - $49,915 JAMES STUCCIO - $416,059 BRIAN R. BURGESS - $36,244 TAMMY OBER - $36,378 VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. --------------------------------

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

No itemized grants to organizations 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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • THE NEUROSPINE CENTER LLC

    Surgery Ctr · PA · income $177,839 · assets $0

    Directly controlled by LG HOLDING

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
9 May 2025
IRS schema version
2023v6.0
Source object
202511349349309436

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