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Nonprofiteer
← PENNSYLVANIA COLLEGE OF HEALTH SCIENCES

Form 990 for tax year 2023

Filed by PENNSYLVANIA COLLEGE OF HEALTH SCIENCES.

Totals

Total revenue
$17,771,383
Total expenses
$15,570,960
Contributions and grants received
$506,155
Grants paid
$425,569
Program services expenses (Part IX)
$9,797,000
Management and general expenses
$5,563,038
Fundraising expenses
$210,922
Program service expenses (Part III)
$9,797,000

Program services were 62.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN J HERMAN

    CEO LG HEALTH, TRUSTEE

    Total calculated
    $511,506
    From this org
    $0
    From related orgs
    $507,700
    Other
    $3,806
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,094 related
    Bonus
    $0 + $140,462 related
    Other
    $0 + $24,144 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $3,806 related
    Filer's total
    $0 + $511,506 related

  • THOMAS J HULSTINE CPA

    VP FINANCE AND ADMINISTRATION

    Total calculated
    $408,389
    From this org
    $374,006
    From related orgs
    $0
    Other
    $34,383
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $118,413
    Bonus
    $237,537
    Other
    $18,056
    Deferred
    $18,895
    Nontaxable benefits
    $15,488
    Filer's total
    $408,389

  • RANDALL A OYER MD

    TRUSTEE

    Total calculated
    $381,847
    From this org
    $0
    From related orgs
    $370,578
    Other
    $11,269
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $286,426 related
    Bonus
    $0 + $81,668 related
    Other
    $0 + $2,484 related
    Deferred
    $0 + $2,164 related
    Nontaxable benefits
    $0 + $9,105 related
    Filer's total
    $0 + $381,847 related

  • MARY GRACE SIMCOX EDD

    PRESIDENT

    Total calculated
    $372,868
    From this org
    $362,367
    From related orgs
    $0
    Other
    $10,501
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $282,423
    Bonus
    $0
    Other
    $79,944
    Deferred
    $4,971
    Nontaxable benefits
    $5,530
    Filer's total
    $372,868

  • PENNI LONGENECKER PHD

    VP INSTITUTIONAL EFFECTIVENESS

    Total calculated
    $371,021
    From this org
    $343,975
    From related orgs
    $0
    Other
    $27,046
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $104,476
    Bonus
    $211,761
    Other
    $27,738
    Deferred
    $17,214
    Nontaxable benefits
    $9,832
    Filer's total
    $371,021

  • JEAN L HERSHEY

    VP ACADEMIC AFFAIRS

    Total calculated
    $275,072
    From this org
    $252,326
    From related orgs
    $0
    Other
    $22,746
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $84,426
    Bonus
    $144,225
    Other
    $23,675
    Deferred
    $12,686
    Nontaxable benefits
    $10,060
    Filer's total
    $275,072

  • ERIKA L WILKINSON

    VP STRATEGIC ENROLLMENT MGMT

    Total calculated
    $221,009
    From this org
    $200,208
    From related orgs
    $0
    Other
    $20,801
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $69,420
    Bonus
    $118,193
    Other
    $12,595
    Deferred
    $10,123
    Nontaxable benefits
    $10,678
    Filer's total
    $221,009

  • MARGORIE MICHELE

    TRUSTEE

    Total calculated
    $189,377
    From this org
    $0
    From related orgs
    $184,763
    Other
    $4,614
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $140,194 related
    Bonus
    $0 + $44,240 related
    Other
    $0 + $329 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,614 related
    Filer's total
    $0 + $189,377 related

  • ELLEN B WYLIE

    VP ADVANCEMENT

    Total calculated
    $187,511
    From this org
    $171,923
    From related orgs
    $0
    Other
    $15,588
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $83,855
    Bonus
    $70,381
    Other
    $17,687
    Deferred
    $8,603
    Nontaxable benefits
    $6,985
    Filer's total
    $187,511

  • ALEXANDER HENDERSON III ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • BRUCE R LIMPERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • CHIP SERNYAK

    TRUSTEE/CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • DURENDA A JUERGENSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • J SAMUEL HOUSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JIM HIPOLIT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JONATHAN E HOLLINGER CPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUSAN B PICHINI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUSAN C WAJERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THERESE DEVRIES NARZIKUL

    TRUSTEE/VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
COMPENSATION PROCESS THE PENNYSLVANIA COLLEGE OF HEALTH SCIENCES' EXECUTIVE COMPENSATION PROCESS IS OVERSEEN BY THE COMPENSATION COMMITTEE OF THE COLLEGE'S BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE REGULARLY REVIEWS AND, IF NECESSARY, UPDATES THE COLLEGE'S EXECUTIVE COMPENSATION STRATEGY TO ENSURE CLEAR DIRECTION FOR THE ATTRACTION AND RETENTION OF LEADERSHIP AND TO APPROPRIATELY COMPENSATE LEADERS FOR THEIR PERFORMANCE CONTRIBUTIONS. TO AWARD MERIT AND INCENTIVE PAY, AN EVALUATION OF PERFORMANCE AGAINST STRATEGIC GOALS IS CONDUCTED EACH FISCAL YEAR TO DETERMINE THE LEVEL OF INSTITUTIONAL AND INDIVIDUAL PERFORMANCE FOR THE PRESIDENT AND THE EXECUTIVE TEAM. EVERY TWO-THREE YEARS, THE COMPENSATION COMMITTEE WILL REQUEST AN INDEPENDENT THIRD PARTY COMPENSATION STUDY AND MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION, AND TOTAL COMPENSATION REFLECTIVE OF OTHER SIMILARLY-SIZED INSTITUTIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON THE COMMITTEE'S REVIEW AND DISCUSSION OF THE RELATED DATA, THE COMMITTEE TAKES ACTION AND THE ACTIONS ARE RECORDED IN THE COMPENSATION COMMITTEE MEETING MINUTES FOR FUTURE REFERENCE. ---------------------------------
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: LANCASTER GENERAL HEALTH SERP 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 CALENDAR YEAR 2023: NONE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM SERP PLAN: THIS PLAN IS MAINTAINED BY A RELATED ORGANIZATION OF THE COLLEGE. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS TWO SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS ("SERP" PLANS II AND III) DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP II 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. VESTING IN SERP III OCCURS THREE YEARS AFTER EACH EMPLOYER CONTRIBUTION IS CREDITED TO THE PLAN. VESTING ALSO OCCURS UPON THE OCCURANCE OF CERTAIN EVENTS WHILE STILL EMPLOYED (THE EARLIER OF REACHING 65 YEARS OF AGE, BECOMING TOTALLY AND PERMANENTLY DISABLED, OR DEATH). 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. THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: HERMAN, JOHN J. NO DISTRIBUTION MICHELE, MARGORIE NO DISTRIBUTION ---------------------------------
SCHEDULE J, PART I, LINE 7
PROVISION OF NON-FIXED PAYMENTS THE PURPOSE OF THE LANCASTER GENERAL HEALTH (LG) ANNUAL INCENTIVE PLAN (THE PLAN) IS TO REINFORCE STRATEGIC PERFORMANCE PRIORITIES FOR SENIOR MANAGEMENT AND MANAGEMENT EMPLOYEES AND TO ENCOURAGE THE HIGHEST LEVEL OF PERFORMANCE IN THE DELIVERY OF HEALTH CARE SERVICES. AS A REWARD FOR EMPLOYEES' CONTRIBUTIONS TO LANCASTER GENERAL HEALTH'S SUCCESS, THE PLAN PROVIDES THE OPPORTUNITY TO EARN MEANINGFUL INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF LANCASTER GENERAL HEALTH AND THE INDIVIDUAL PARTICIPANTS. SPECIFICALLY, THE PLAN IS DESIGNED TO: FOCUS PARTICIPANTS ON THE ACHIEVEMENT OF ORGANIZATION GOALS RELATED TO PEOPLE, SERVICE, QUALITY/SAFETY, FINANCIAL AND GROWTH; PROMOTE AND FOSTER A TEAM-ORIENTED CULTURE; STRENGTHEN LANCASTER GENERAL HEALTH'S ABILITY TO ATTRACT AND RETAIN SUPERIOR TALENT, RECOGNIZE AND REWARD ACCOMPLISHMENTS THAT CLEARLY ADVANCE THE ORGANIZATION'S MISSION, AND DRIVE STRATEGIES; PROVIDE INCENTIVE AWARDS THAT CAN BE ADJUSTED ANNUALLY FOR DIFFERENT BUSINESS CONDITIONS AND BUSINESS PLAN PRIORITIES WITHOUT CHANGING BASIC DESIGN FEATURES OF THE PLAN; AND PROVIDE ANNUAL INCENTIVE OPPORTUNITIES WITH DUE CONSIDERATION TO THE REQUIREMENTS OF THE INTERMEDIATE SANCTIONS LAW AND THE REGULATIONS THEREUNDER. NON-FIXED PAYMENTS TO PERSONS LISTED IN PART VII, SECTION A, LINE 1A WERE PAID BY THE COLLEGE AND RELATED ENTITY, LANCASTER GENERAL HOSPITAL (EIN# 23-1365353). -----------------------------

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 November 2024
IRS schema version
2023v5.1
Source object
202413139349303686

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

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