Form 990 for tax year 2023
Filed by GETTYSBURG HOSPITAL FOUNDATION.
Totals
- Total revenue
- $960,008
- Total expenses
- $863,396
- Contributions and grants received
- $551,080
- Grants paid
- $494,731
- Program service revenue
- $174,037
- Investment income
- $234,891
- Other revenue
- $0
- Total assets, end of year
- $25,092,660
- Total liabilities, end of year
- $55,727
- Net assets or fund balances, end of year
- $25,036,933
- Program services expenses (Part IX)
- $655,250
- Management and general expenses
- $84,452
- Fundraising expenses
- $123,694
- Program service expenses (Part III)
- $655,250
Program services were 75.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MICHAEL COGLIANO
DIRECTOR
- Total calculated
- $531,294
- From this org
- $0
- From related orgs
- $441,409
- Other
- $89,885
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $314,698 related
- Bonus
- $0 + $82,160 related
- Other
- $0 + $44,551 related
- Deferred
- $0 + $23,700 related
- Nontaxable benefits
- $0 + $66,185 related
- Filer's total
- $0 + $531,294 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
-
KAREN COYLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DEB GEESEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN GLAHN
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
PATRICIA GREEN RODGERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAVID H MOORE MD
SECRETARY/TREASURER
- Total calculated
- $360,926
- From this org
- $0
- From related orgs
- $302,168
- Other
- $58,758
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $211,710 related
- Bonus
- $0 + $90,408 related
- Other
- $0 + $50 related
- Deferred
- $0 + $12,094 related
- Nontaxable benefits
- $0 + $46,664 related
- Filer's total
- $0 + $360,926 related
-
SMITHA NAIR MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STACEY SCHLOSSER
DIRECTOR (UNTIL DEC. '23)
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT TEETER
DIRECTOR
- 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
-
STEVE NEVADA
CHAIRMAN
- 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
-
KELLY MCKEE
DIRECTOR
- Total calculated
- $159,480
- From this org
- $0
- From related orgs
- $110,856
- Other
- $48,624
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $108,035 related
- Bonus
- $0 + $2,771 related
- Other
- $0 + $50 related
- Deferred
- $0 + $7,137 related
- Nontaxable benefits
- $0 + $41,487 related
- Filer's total
- $0 + $159,480 related
-
MARK BERNIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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, 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
-
$490,247
HEALTH CARE SERVICE 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.
-
APPLE HILL SURGICAL CENTER INC
501(C)(3) · SURGICAL CENTER · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN SUMMIT HEALTH
-
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN SUMMIT HEALTH
-
CHAMBERSBURG HOSPITAL WORKER'S COMPENSATION TRUST
501(C)(4) · WORKERS COMPENSATION TRUST · PA
Directly controlled by CHAMBERSBURG HOSPITAL
-
EPHRATA COMMUNITY HEALTH FOUNDATION
501(C)(3) · FUNDRAISING FOR EPHRATA HOSPITAL · PA
Directly controlled by EPHRATA COMMUNITY HOSPITAL
-
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN HEALTH
-
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN HEALTH
-
GOOD SAMARITAN HEALTH SERVICES FOUNDATION OF LEBANON PA
501(C)(3) · FUNDRAISING FOR GOOD SAMARITAN · PA
Directly controlled by GOOD SAMARITAN HOSPITAL
-
GOOD SAMARITAN PHYSICIAN SERVICES
501(C)(3) · MEDICAL AND SURGICAL CARE · PA
Directly controlled by WELLSPAN MEDICAL GROUP
-
HEALTHY COMMUNITY PHARMACY INC
501(C)(3) · REDUCED RATE PRESCRIPTION DRUGS TO UNINSURED · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN HEALTH
-
501(C)(3) · FUNDRAISING FOR HEALTH CARE SYSTEM · PA
Directly controlled by WELLSPAN SUMMIT HEALTH
-
501(C)(3) · MEDICAL AND SURGICAL CARE · PA
Directly controlled by WELLSPAN SUMMIT HEALTH
-
THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN HEALTH
-
501(C)(3) · HOME PERSONAL CARE SERVICES FOR ELDERLY AND DISABLED · PA
Directly controlled by WELLSPAN SURGERY & REHABILITATION HOSPITAL
-
501(C)(3) · HOME HEALTH AND HOSPICE CARE SERVICES · PA
Directly controlled by WELLSPAN SURGERY & REHABILITATION HOSPITAL
-
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN SUMMIT HEALTH
-
501(C)(3) · INTEGRATED HEALTH SYSTEM · PA
-
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN HEALTH
-
501(C)(3) · MEDICAL AND SURGICAL CARE · PA
Directly controlled by WELLSPAN HEALTH
-
501(C)(3) · LEASES FACILITIES TO AFFILIATES · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
501(C)(3) · INTEGRATED HEALTH SYSTEM · PA
Directly controlled by WELLSPAN HEALTH
-
WELLSPAN SURGERY & REHABILITATION HOSPITAL
501(C)(3) · SURGERY AND REHABILITATION HOSPITAL · PA
Directly controlled by WELLSPAN HEALTH
-
501(C)(3) · FUNDRAISING FOR WELLSPAN ENTITIES · PA
Directly controlled by WELLSPAN HEALTH
-
501(C)(3) · COMMUNITY TEACHING HOSPITAL · PA
Directly controlled by WELLSPAN HEALTH
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.
-
APPLE HILL SURGICAL CENTER PARTNERS
SURGICAL CENTER · PA
Directly controlled by WELLSPAN HEALTH
-
RADIATION · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
CUMBERLAND VALLEY MOBILE SERVICES
MOBILE HEALTH SERVICES · PA
Directly controlled by CHAMBERSBURG HEALTH SERVICES
-
LITTLESTOWN HEALTH CARE PARTNERSHIP
LEASE FACILITY · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
PHYSICIAN SERVICES · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
PHYSICIAN SERVICES · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
PHYSICAL THERAPY REHABILITATION · PA
Directly controlled by EPHRATA HOSPITAL
-
INVESTMENTS · MD
Directly controlled by WELLSPAN HEALTH CARE SERVICES
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
APPLE HILL CONDOMINIUM ASSOCIATION
C · CONDOMINIUM ASSOCIATION · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
CUMBERLAND VALLEY HEALTH NETWORK INC
C · HEALTH NETWORK · PA
Directly controlled by WELLSPAN SUMMIT HEALTH
-
EPHRATA HEALTH PAVILION CONDOMINIUM ASSOCIATION
C · CONDOMINIUM ASSOCIATION · PA
Directly controlled by EPHRATA HOSPITAL
-
EPHRATA MEDICAL OFFICE CONDOMINIUM ASSOCIATION
C · CONDOMINIUM ASSOCIATION · PA
Directly controlled by EPHRATA HOSPITAL
-
GOOD SAMARITAN PHYSICIAN HOSPITAL ORGANIZATION OF LEBANON PA
C · HEALTH CARE SERVICES · PA
Directly controlled by THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA
-
C · NON-RESIDENTIAL REAL ESTATE · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
NORTHERN LANCASTER COUNTY PHYSICIAN HOSPITAL ALLIANCE
C · COORD PHYS & HOSPITAL · PA
Directly controlled by EPHRATA HOSPITAL
-
C · HEALTH CARE NETWORK SERVICE · PA
Directly controlled by WELLSPAN HEALTH
-
C · INNOVATIVE INITATIVES · PA
Directly controlled by WELLSPAN HEALTH
-
C · HEARING AID PRACTICE · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
C · DISPENSES RX & PROVIDES IV THERAPY · PA
Directly controlled by WELLSPAN HEALTH CARE SERVICES
-
C · COORDINATE MANAGED CARE RISK CONTRACTS · PA
Directly controlled by WELLSPAN HEALTH
-
WELLSPAN RECIPROCAL RISK RETENTION GROUP
C · RISK RETENTION GROUP · PA
Directly controlled by WELLSPAN HEALTH
-
C · PREFERRED PROVIDER ORGANIZATION · PA
Directly controlled by WELLSPAN HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531289349302253
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