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Nonprofiteer
← LANCASTER GENERAL HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by LANCASTER GENERAL HEALTH FOUNDATION.

Totals

Total revenue
$3,232,955
Total expenses
$1,271,677
Contributions and grants received
$3,169,765
Grants paid
$0
Program service revenue
$0
Investment income
$60,960
Other revenue
$2,230
Total assets, end of year
$3,052,326
Total liabilities, end of year
$1,037,693
Net assets or fund balances, end of year
$2,014,633
Program services expenses (Part IX)
$0
Management and general expenses
$584,991
Fundraising expenses
$686,686
Program service expenses (Part III)
$0

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • John J Herman

    Trustee

    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

  • 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

  • Douglas W Rinehart

    Former Officer

    Total calculated
    $299,363
    From this org
    $0
    From related orgs
    $269,288
    Other
    $30,075
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,570 related
    Bonus
    $0 + $32,652 related
    Other
    $0 + $13,066 related
    Deferred
    $0 + $12,490 related
    Nontaxable benefits
    $0 + $17,585 related
    Filer's total
    $0 + $299,363 related

  • Jennifer Groff

    Executive Director

    Total calculated
    $267,509
    From this org
    $231,818
    From related orgs
    $0
    Other
    $35,691
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $230,359
    Bonus
    $0
    Other
    $1,459
    Deferred
    $34,098
    Nontaxable benefits
    $1,593
    Filer's total
    $267,509

  • 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

  • Nancy S Arnold

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Ben Atwater

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Deepa Balepur

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Chris Ballentine

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Kenneth Brubaker MD

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lynda Charles

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Pia Fenimore MD

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Todd Harrington

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dana Herr

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Stephen Nieli

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Kathy Pandelidis Granbois

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jessica Pavelko

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Robin Stauffer

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Michelle Suarez-Costello

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Alison Van Harskamp

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Judith Wubah

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Joanne B Ladley

    Chairperson

    Total calculated
    $0
    Hours/week
    2

  • Brian Black

    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, 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

  • 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)

SCHEDULE J, PART I, 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 I, 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: COSTELLA, MARGARET F.- $247,168 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 SERP PLAN 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 PLAN 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: HERMAN, JOHN J.- NO DISTRIBUTION ------------------------------

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.

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
202521349349310042

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