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Nonprofiteer
← LANCASTER GENERAL HOSPITAL

Form 990 for tax year 2023

Filed by LANCASTER GENERAL HOSPITAL.

Totals

Total revenue
$1,625,920,380
Total expenses
$1,441,413,698
Contributions and grants received
$224,796
Grants paid
$3,920,159
Program services expenses (Part IX)
$1,175,444,678
Management and general expenses
$265,452,694
Fundraising expenses
$516,326
Program service expenses (Part III)
$1,175,444,678

Program services were 81.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Kevin B Mahoney

    Trustee

    Total calculated
    $2,797,907
    From this org
    $0
    From related orgs
    $2,777,146
    Other
    $20,761
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,801,543 related
    Bonus
    $0 + $938,400 related
    Other
    $0 + $37,203 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,761 related
    Filer's total
    $0 + $2,797,907 related
  • Keith A Kasper

    Trustee

    Total calculated
    $1,828,633
    From this org
    $0
    From related orgs
    $1,810,167
    Other
    $18,466
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,066,738 related
    Bonus
    $0 + $507,150 related
    Other
    $0 + $236,279 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,466 related
    Filer's total
    $0 + $1,828,633 related
  • Sriram Venigalla MD

    Radiation Oncologist

    Total calculated
    $1,539,022
    From this org
    $1,491,509
    From related orgs
    $0
    Other
    $47,513
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $440,896
    Bonus
    $1,014,112
    Other
    $36,501
    Deferred
    $30,127
    Nontaxable benefits
    $17,386
    Filer's total
    $1,539,022
  • Michael R Ripchinski MD

    Chief Physician Executive

    Total calculated
    $1,423,058
    From this org
    $1,224,064
    From related orgs
    $0
    Other
    $198,994
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $528,860
    Bonus
    $129,387
    Other
    $565,817
    Deferred
    $172,281
    Nontaxable benefits
    $26,713
    Filer's total
    $1,423,058
  • Jeremy McGarvey MD

    Cardiothoracic Surgeon

    Total calculated
    $1,099,302
    From this org
    $1,027,531
    From related orgs
    $0
    Other
    $71,771
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $799,097
    Bonus
    $165,875
    Other
    $62,559
    Deferred
    $39,000
    Nontaxable benefits
    $32,771
    Filer's total
    $1,099,302
  • Mark Epler MD

    Cardiothoracic Surgeon

    Total calculated
    $1,034,359
    From this org
    $990,985
    From related orgs
    $0
    Other
    $43,374
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $822,764
    Bonus
    $165,875
    Other
    $2,346
    Deferred
    $18,346
    Nontaxable benefits
    $25,028
    Filer's total
    $1,034,359
  • John J Herman

    Chief Executive Officer

    Total calculated
    $1,000,511
    From this org
    $0
    From related orgs
    $993,017
    Other
    $7,494
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $686,306 related
    Bonus
    $0 + $280,923 related
    Other
    $0 + $25,788 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,494 related
    Filer's total
    $0 + $1,000,511 related
  • Stacey G Youcis

    Former Officer

    Total calculated
    $964,050
    From this org
    $849,795
    From related orgs
    $0
    Other
    $114,255
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $423,539
    Bonus
    $127,123
    Other
    $299,133
    Deferred
    $93,598
    Nontaxable benefits
    $20,657
    Filer's total
    $964,050
  • Pamela Boimel MD

    Radiation Oncologist

    Total calculated
    $958,102
    From this org
    $938,731
    From related orgs
    $0
    Other
    $19,371
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $524,586
    Bonus
    $386,860
    Other
    $27,285
    Deferred
    $16,497
    Nontaxable benefits
    $2,874
    Filer's total
    $958,102
  • Robert K Klinghoffer Wenger MD

    Cardiothoracic Surgeon

    Total calculated
    $902,208
    From this org
    $867,198
    From related orgs
    $0
    Other
    $35,010
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $792,759
    Bonus
    $65,875
    Other
    $8,564
    Deferred
    $16,500
    Nontaxable benefits
    $18,510
    Filer's total
    $902,208
  • Margaret F Costella Esq

    SVP, General Counsel-Corp Secr

    Total calculated
    $853,155
    From this org
    $717,658
    From related orgs
    $0
    Other
    $135,497
    Hours/week
    43 + 12 related

    Schedule J breakdown matched by us

    Base
    $370,498
    Bonus
    $94,642
    Other
    $252,518
    Deferred
    $131,879
    Nontaxable benefits
    $3,618
    Filer's total
    $853,155
  • Gary R Davidson

    SVP and CIO

    Total calculated
    $752,684
    From this org
    $683,408
    From related orgs
    $0
    Other
    $69,276
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $497,892
    Bonus
    $130,599
    Other
    $54,917
    Deferred
    $39,000
    Nontaxable benefits
    $30,276
    Filer's total
    $752,684
  • Michael Barber

    Chief Operating Officer

    Total calculated
    $587,600
    From this org
    $585,867
    From related orgs
    $0
    Other
    $1,733
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $489,436
    Bonus
    $70,515
    Other
    $25,916
    Deferred
    $0
    Nontaxable benefits
    $1,733
    Filer's total
    $587,600
  • 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

    SVP, Service Lines

    Total calculated
    $550,702
    From this org
    $456,441
    From related orgs
    $0
    Other
    $94,261
    Hours/week
    47 + 8 related

    Schedule J breakdown matched by us

    Base
    $318,812
    Bonus
    $96,529
    Other
    $41,100
    Deferred
    $64,896
    Nontaxable benefits
    $29,365
    Filer's total
    $550,702
  • Geoffrey W Eddowes

    SVP, Hospital Operations & Wom

    Total calculated
    $545,049
    From this org
    $443,682
    From related orgs
    $0
    Other
    $101,367
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $317,276
    Bonus
    $71,268
    Other
    $55,138
    Deferred
    $86,360
    Nontaxable benefits
    $15,007
    Filer's total
    $545,049
  • Kenneth R Arthur MD

    Trustee

    Total calculated
    $513,133
    From this org
    $0
    From related orgs
    $453,941
    Other
    $59,192
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,321 related
    Bonus
    $0 + $50,409 related
    Other
    $0 + $4,211 related
    Deferred
    $0 + $38,269 related
    Nontaxable benefits
    $0 + $20,923 related
    Filer's total
    $0 + $513,133 related
  • Lanyce A Roldan

    Former Officer

    Total calculated
    $465,394
    From this org
    $445,255
    From related orgs
    $0
    Other
    $20,139
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $92,196
    Bonus
    $0
    Other
    $353,059
    Deferred
    $5,933
    Nontaxable benefits
    $14,206
    Filer's total
    $465,394
  • Brian R Burgess

    Former Officer

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

    Schedule J breakdown matched by us

    Base
    $131,906
    Bonus
    $0
    Other
    $302,022
    Deferred
    $15,204
    Nontaxable benefits
    $10,109
    Filer's total
    $459,241
  • Richard D Paoletti

    Former Officer

    Total calculated
    $404,658
    From this org
    $0
    From related orgs
    $398,823
    Other
    $5,835
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,843 related
    Bonus
    $0 + $88,247 related
    Other
    $0 + $733 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,835 related
    Filer's total
    $0 + $404,658 related
  • Sean P Reynolds

    VP, Operations-Physician Svcs

    Total calculated
    $368,259
    From this org
    $0
    From related orgs
    $309,425
    Other
    $58,834
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,149 related
    Bonus
    $0 + $52,389 related
    Other
    $0 + $887 related
    Deferred
    $0 + $37,137 related
    Nontaxable benefits
    $0 + $21,697 related
    Filer's total
    $0 + $368,259 related
  • Edward J Maloney

    VP, IT Shared Services and Ope

    Total calculated
    $356,012
    From this org
    $321,844
    From related orgs
    $0
    Other
    $34,168
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $274,548
    Bonus
    $39,021
    Other
    $8,275
    Deferred
    $14,774
    Nontaxable benefits
    $19,394
    Filer's total
    $356,012
  • Timothy C Zellers

    Chief Nursing Officer

    Total calculated
    $346,970
    From this org
    $295,173
    From related orgs
    $0
    Other
    $51,797
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $244,603
    Bonus
    $33,423
    Other
    $17,147
    Deferred
    $31,585
    Nontaxable benefits
    $20,212
    Filer's total
    $346,970
  • Kay A Brady

    Chief Human Resources Officer

    Total calculated
    $341,319
    From this org
    $286,764
    From related orgs
    $0
    Other
    $54,555
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $246,142
    Bonus
    $36,235
    Other
    $4,387
    Deferred
    $35,787
    Nontaxable benefits
    $18,768
    Filer's total
    $341,319
  • Edmond K Kabagambe PhD

    VP, Research Administration

    Total calculated
    $325,008
    From this org
    $287,948
    From related orgs
    $0
    Other
    $37,060
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $247,253
    Bonus
    $36,225
    Other
    $4,470
    Deferred
    $13,465
    Nontaxable benefits
    $23,595
    Filer's total
    $325,008
  • Christine M Stabler MD

    Former Officer

    Total calculated
    $314,874
    From this org
    $283,695
    From related orgs
    $0
    Other
    $31,179
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $280,523
    Bonus
    $0
    Other
    $3,172
    Deferred
    $11,109
    Nontaxable benefits
    $20,070
    Filer's total
    $314,874
  • Lawrence F Strassner III PhD

    Former Officer

    Total calculated
    $300,132
    From this org
    $262,310
    From related orgs
    $0
    Other
    $37,822
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $193,030
    Bonus
    $0
    Other
    $69,280
    Deferred
    $31,791
    Nontaxable benefits
    $6,031
    Filer's total
    $300,132
  • Douglas W Rinehart

    VP, Controller

    Total calculated
    $299,363
    From this org
    $269,288
    From related orgs
    $0
    Other
    $30,075
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $223,570
    Bonus
    $32,652
    Other
    $13,066
    Deferred
    $12,490
    Nontaxable benefits
    $17,585
    Filer's total
    $299,363
  • Denise A Kennedy

    VP, Financial Services

    Total calculated
    $299,340
    From this org
    $277,833
    From related orgs
    $0
    Other
    $21,507
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $243,998
    Bonus
    $31,396
    Other
    $2,439
    Deferred
    $12,909
    Nontaxable benefits
    $8,598
    Filer's total
    $299,340
  • Jennifer L Groff

    VP, Organizational Advancement

    Total calculated
    $267,509
    From this org
    $0
    From related orgs
    $231,818
    Other
    $35,691
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,359 related
    Bonus
    $0
    Other
    $0 + $1,459 related
    Deferred
    $0 + $34,098 related
    Nontaxable benefits
    $0 + $1,593 related
    Filer's total
    $0 + $267,509 related
  • Kevin D Turner

    VP, Primary Care & Ambulatory

    Total calculated
    $261,734
    From this org
    $220,526
    From related orgs
    $0
    Other
    $41,208
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $177,142
    Bonus
    $37,380
    Other
    $6,004
    Deferred
    $14,609
    Nontaxable benefits
    $26,599
    Filer's total
    $261,734
  • Elizabeth H Katz

    VP, Risk Mgmt & Corp Complianc

    Total calculated
    $246,195
    From this org
    $221,260
    From related orgs
    $0
    Other
    $24,935
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $193,334
    Bonus
    $26,765
    Other
    $1,161
    Deferred
    $10,446
    Nontaxable benefits
    $14,489
    Filer's total
    $246,195
  • Matthew E Parido

    VP, Institutional Affairs

    Total calculated
    $226,743
    From this org
    $208,363
    From related orgs
    $0
    Other
    $18,380
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $192,364
    Bonus
    $0
    Other
    $15,999
    Deferred
    $10,387
    Nontaxable benefits
    $7,993
    Filer's total
    $226,743
  • Linda A Welker

    VP, Controller

    Total calculated
    $225,481
    From this org
    $188,644
    From related orgs
    $0
    Other
    $36,837
    Hours/week
    43 + 12 related

    Schedule J breakdown matched by us

    Base
    $174,323
    Bonus
    $0
    Other
    $14,321
    Deferred
    $9,803
    Nontaxable benefits
    $27,034
    Filer's total
    $225,481
  • Donise A Musheno

    VP, Quality & Regulatory Affai

    Total calculated
    $224,416
    From this org
    $201,847
    From related orgs
    $0
    Other
    $22,569
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $177,049
    Bonus
    $24,219
    Other
    $579
    Deferred
    $9,594
    Nontaxable benefits
    $12,975
    Filer's total
    $224,416
  • Toni Donovan

    VP, Marketing

    Total calculated
    $192,546
    From this org
    $177,275
    From related orgs
    $0
    Other
    $15,271
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $176,521
    Bonus
    $0
    Other
    $754
    Deferred
    $8,889
    Nontaxable benefits
    $6,382
    Filer's total
    $192,546
  • Alexandra O Jorgensen

    Former Officer

    Total calculated
    $156,597
    From this org
    $156,597
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $156,597
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $156,597
  • T Raymond Foley MD

    Former Officer

    Total calculated
    $116,317
    From this org
    $0
    From related orgs
    $116,317
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $116,317 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $116,317 related
  • Paul F Carroll MD

    Trustee

    Total calculated
    $64,803
    From this org
    $62,416
    From related orgs
    $0
    Other
    $2,387
    Hours/week
    53 + 2 related
  • Gary A Welch

    Chief Financial Officer

    Total calculated
    $54,878
    From this org
    $53,527
    From related orgs
    $0
    Other
    $1,351
    Hours/week
    51 + 4 related
  • Thomas T Baldrige

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Ross W Kramer

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Edward W Monborne

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Lori A Pickell

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Pedro A Rivera

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Neal Salerno

    Vice Chairperson

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Carolyn F Scanlan

    Chairperson

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Kathleen A Smarilli

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Kim R Smith Esq

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Jordan D Space

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • D Michael Wege

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Daniel A Wubah PhD

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 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 · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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 1A
DETAIL OF ADDITIONAL BENEFITS PROVIDED TAX INDEMNIFICATION AND GROSS UP PAYMENTS LANCASTER GENERAL HOSPITAL PROVIDES GROSS-UP PAYMENTS TO EMPLOYEES WHEN THEY RECEIVE GIFT CARDS IN CERTAIN NOMINAL AMOUNTS AS TO PROVIDE TAX ASSISTANCE IN THAT NO TAX BURDENS ARE CREATED WITH THE INTENDED GIFT. ---------------------------
SCHEDULE J, PART I, LINE 1B
WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF EXPENSES THERE ARE CURRENTLY NO WRITTEN POLICIES IN PLACE FOR GROSS UP PAYMENTS, TRAVEL FOR COMPANIONS OR HOUSING ALLOWANCE. ---------------------------
SCHEDULE J, PART I, LINE 3
COMPENSATION LANCASTER GENERAL HEALTH'S EXECUTIVE COMPENSATION PROCESS INCLUDES THE FOLLOWING REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH IS COMPRISED OF INDEPENDENT TRUSTEES. AN EVALUATION OF PERFORMANCE AGAINST GOALS IS CONDUCTED AT THE CLOSE OF A FISCAL YEAR TO DETERMINE THE LEVEL OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OF THE CEO AND SENIOR EXECUTIVES AS TO DETERMINE MERIT AND INCENTIVE PAY ACTIONS. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMMITTEE AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON REVIEW AND DISCUSSION OF THE RELATED DATA AND INFORMATION THE COMMITTEE TAKES ACTION WHICH IS RECORDED IN THE MEETING MINUTES WHICH ARE THEN FILED FOR FUTURE REFERENCE. ---------------------------
SCHEDULE J, PART I, 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 LANYCE ROLDAN $181,858 ------------------------------
SCHEDULE J, PART I, LINE 4B
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: BURGESS, BRIAN R. $36,244 COSTELLA, MARGARET F. $247,168 EDDOWES, GEOFFREY W. $49,915 FERDINAND, NORMA J. $21,445 FOLEY, T. RAYMOND $116,317 JORGENSEN, ALEXANDRA O. $156,532 OBER, TAMMY L. $36,378 RIPCHINSKI, MICHAEL R. $533,750 ROLDAN, LANYCE $144,269 STRASSNER, LAWRENCE F. $15,563 STUCCIO, JAMES A. $416,059 YOUCIS, STACEY G. $293,391 ------------------------------ THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS TWO A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("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 OCCURRENCE 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 INDIVIDUALS 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: BARBER, MICHAEL NO DISTRIBUTION DAVIDSON, GARY R. $50,849 HERMAN, JOHN J. NO DISTRIBUTION KASPER, KEITH A. $198,644 MAHONEY, KEVIN B. NO DISTRIBUTION PAOLETTI, RICHARD D. NO DISTRIBUTION YOUCIS, STACEY G. NO DISTRIBUTION -----------------------
SCHEDULE J, PART I, LINE 7
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 HEALTHCARE 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. ---------------------------

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

The 10 largest by cash amount. The API serves every itemized grant.

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
9 May 2025
IRS schema version
2023v6.0
Source object
202531349349310043

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

The source document this was parsed from is served over the API, which is where bulk and document access live.