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Nonprofiteer
← GETTYSBURG HOSPITAL

Form 990 for tax year 2022

Filed by GETTYSBURG HOSPITAL.

Totals

Total revenue
$357,366,636
Total expenses
$289,693,384
Contributions and grants received
$2,374,545
Grants paid
$186,436
Program service revenue
$352,630,437
Investment income
$1,437,336
Other revenue
$924,318
Total assets, end of year
$507,160,350
Total liabilities, end of year
$57,180,835
Net assets or fund balances, end of year
$449,979,515
Program services expenses (Part IX)
$219,914,550
Management and general expenses
$69,778,834
Fundraising expenses
$0
Program service expenses (Part III)
$219,914,550

Program services were 75.9% 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.

  • 1d · Related organizations

    $465,135

  • 1e · Government grants (contributions)

    $1,744,807

  • 1f · All other contributions, gifts and grants

    $164,603

  • 2a · Program service revenue: PATIENT SERVICES

    total $352,630,437 · related or exempt $351,778,357 · unrelated business $852,080

  • 3 · Investment income

    total $3,198,538 · excluded $3,198,538

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

    total $32,000 · excluded $32,000

  • 6a · Gross rents

    real property $377,558

  • 6b · Less rental expenses

    real property $410,069

  • 6c · Rental income or loss

    real property -$32,511

  • 6d · Net rental income or loss

    total -$32,511 · excluded -$32,511

  • 7a · Gross sales of assets other than inventory

    securities $51,755,378 · other assets $7,302

  • 7b · Less cost or other basis and sales expenses

    securities $53,555,882 · other assets $0

  • 7c · Gain or loss

    securities -$1,800,504 · other assets $7,302

  • 7d · Net gain or loss

    total -$1,793,202 · excluded -$1,793,202

  • 11a · Other revenue: CAFETERIA SALES

    total $229,378 · excluded $229,378

  • 11b · Other revenue: CRISIS INTERVENTION

    total $183,760 · excluded $183,760

  • 11c · Other revenue: FEDERAL INCOME TAX

    total $176,708 · excluded $176,708

  • 11d · All other revenue

    total $366,983 · excluded $366,983

  • 11e · Other revenue, total

    $956,829

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $109,751 · program services $109,751

  • 2 · Grants to domestic individuals

    total $76,685 · program services $76,685

  • 5 · Compensation of officers, directors and key employees

    total $1,059,959 · management and general $1,059,959

  • 7 · Other salaries and wages

    total $57,611,583 · program services $57,510,538 · management and general $101,045

  • 8 · Pension plan contributions

    total $3,278,252 · program services $3,152,371 · management and general $125,881

  • 9 · Other employee benefits

    total $13,804,718 · program services $10,618,170 · management and general $3,186,548

  • 10 · Payroll taxes

    total $4,343,981 · program services $4,021,235 · management and general $322,746

  • 11a · Fees: management

    total $64,474,045 · management and general $64,474,045

  • 11c · Fees: accounting

    total $99,228 · management and general $99,228

  • 11d · Fees: lobbying

    total $12,411 · management and general $12,411

  • 11g · Fees: other

    total $55,928,189 · program services $55,928,189

  • 12 · Advertising and promotion

    total $36,212 · program services $36,212

  • 13 · Office expenses

    total $527,499 · program services $497,556 · management and general $29,943

  • 14 · Information technology

    total $316,727 · program services $315,172 · management and general $1,555

  • 16 · Occupancy

    total $5,416,263 · program services $5,213,903 · management and general $202,360

  • 17 · Travel

    total $43,121 · program services $39,936 · management and general $3,185

  • 19 · Conferences, conventions and meetings

    total $26,983 · program services $23,895 · management and general $3,088

  • 20 · Interest

    total $1,232,553 · program services $1,232,553

  • 22 · Depreciation, depletion and amortization

    total $7,196,755 · program services $7,182,635 · management and general $14,120

  • 23 · Insurance

    total $2,153,318 · program services $2,153,318

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $52,605,732 · program services $52,605,732

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $10,829,604 · program services $10,829,604

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $4,034,982 · program services $3,968,330 · management and general $66,652

  • 24d · Other expenses: TAXES & LICENSES

    total $3,700,737 · program services $3,700,737

  • 24e · All other expenses

    total $774,096 · program services $698,028 · management and general $76,068

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $791,285 · end of year $767,583

  • 2 · Savings and temporary cash investments

    beginning of year $12,063,722 · end of year $852,732

  • 3 · Pledges and grants receivable

    beginning of year $88,439 · end of year $86,839

  • 4 · Accounts receivable

    beginning of year $34,312,819 · end of year $37,048,470

  • 8 · Inventories for sale or use

    beginning of year $2,805,695 · end of year $3,225,734

  • 9 · Prepaid expenses and deferred charges

    beginning of year $215,289 · end of year $292,240

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

    $142,077,990

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

    $84,316,185

  • 10c · Land, buildings and equipment, net

    beginning of year $48,049,730 · end of year $57,761,805

  • 11 · Investments: publicly traded securities

    beginning of year $220,918,159 · end of year $237,265,817

  • 12 · Investments: other securities

    beginning of year $27,925,484 · end of year $30,928,313

  • 13 · Investments: program-related

    beginning of year $21,159,422 · end of year $22,278,763

  • 14 · Intangible assets

    beginning of year $4,196,708 · end of year $4,456,665

  • 15 · Other assets

    beginning of year $82,431,937 · end of year $112,195,389

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,749,090 · end of year $10,050,513

  • 19 · Deferred revenue

    beginning of year $5,146,115 · end of year $1,095,771

  • 20 · Tax-exempt bond liabilities

    beginning of year $35,455,722 · end of year $34,513,164

  • 23 · Secured mortgages and notes payable

    beginning of year $945,000 · end of year $0

  • 25 · Other liabilities

    beginning of year $12,036,363 · end of year $11,521,387

  • 27 · Net assets without donor restrictions

    beginning of year $368,181,027 · end of year $426,479,719

  • 28 · Net assets with donor restrictions

    beginning of year $22,445,372 · end of year $23,499,796

Mission and programs · 2022

Mission

THE GETTYSBURG HOSPITAL IS A TAX-EXEMPT ORGANIZATION DEDICATED TO PROVIDING HIGH QUALITY HEALTH CARE SERVICES FOR THE PEOPLE WHO LIVE, WORK, TRAVEL THROUGH, AND VACATION IN ADAMS COUNTY, PENNSYLVANIA AND NORTHERN MARYLAND.

Activities or mission (Part I)

PROVIDE QUALITY HEALTH CARE SERVICES FOR THE PEOPLE OF ADAMS COUNTY, PA AND NORTHERN MD.

  • LOCATED IN HISTORIC GETTYSBURG, PENNSYLVANIA, GETTYSBURG HOSPITAL HAS BEEN SERVING THE COMMUNITIES OF ADAMS COUNTY AND NORTHERN MARYLAND FOR MORE THAN 100 YEARS.BEYOND THE ACUTE CARE HOSPITAL, IT HAS GROWN TO BE A COMPREHENSIVE HEALTH-CARE PROVIDER WITH FAMILY HEALTH CENTERS ACROSS THE REGION, A VERY SPECIAL MATERNITY CENTER, HEART CENTER, HOME HEALTH SERVICES, PREVENTIVE HEALTH EDUCATION AND SCREENING PROGRAMS, AND 24-HOUR EMERGENCY SERVICES.GETTYSBURG HOSPITAL IS THIS AREA'S RESOURCE FOR MEETING HEALTH AND WELLNESS NEEDS. GETTYSBURG HOSPITAL BEGAN PROVIDING PATIENT CARE IN 1921 AS THE ANNIE WARNER HOSPITAL. TODAY, IT IS A NATIONALLY RECOGNIZED ACUTE CARE COMMUNITY HOSPITAL PROVIDING PATIENT-CENTERED SERVICES AND PROGRAMS THAT FEATURE HIGHLY SKILLED CLINICAL STAFF, LIFE-SAVING TECHNOLOGY AND MODERN FACILITIES TO ADDRESS COMPLEX MEDICAL, SURGICAL AND EMERGENCY CONDITIONS.SEE WELLSPAN HEALTH - 2023 COMMUNITY BENEFIT REPORT LOCATED AT HTTPS://WWW.WELLSPAN.ORG/ABOUT/WELLSPAN-IN-THE-COMMUNITY/2023-COMMUNITY-BENEFIT-REPORT/.

    Expenses $219,914,550 · Grants $186,436 · Revenue $351,778,357

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LAURA BUCZKOWSKI

    EXECUTIVE VP & CFO - WELLSPAN HEALTH

    Total calculated
    $1,018,368
    From this org
    $0
    From related orgs
    $944,343
    Other
    $74,025
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $694,583 related
    Bonus
    $0 + $249,750 related
    Other
    $0 + $10 related
    Deferred
    $0 + $16,892 related
    Nontaxable benefits
    $0 + $57,133 related
    Filer's total
    $0 + $1,018,368 related

  • EDWARD MACKLE MD

    DIRECTOR

    Total calculated
    $690,394
    From this org
    $0
    From related orgs
    $601,608
    Other
    $88,786
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $531,688 related
    Bonus
    $0 + $60,361 related
    Other
    $0 + $9,559 related
    Deferred
    $0 + $36,600 related
    Nontaxable benefits
    $0 + $52,186 related
    Filer's total
    $0 + $690,394 related

  • MICHAEL COGLIANO

    VP & PRESIDENT - GETTYSBURG HOSPITAL

    Total calculated
    $436,855
    From this org
    $367,397
    From related orgs
    $0
    Other
    $69,458
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,209
    Bonus
    $64,966
    Other
    $6,222
    Deferred
    $21,934
    Nontaxable benefits
    $47,524
    Filer's total
    $436,855

  • DAVID DOUD DO

    DIRECTOR

    Total calculated
    $497,831
    From this org
    $0
    From related orgs
    $430,418
    Other
    $67,413
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $382,825 related
    Bonus
    $0 + $47,593 related
    Other
    $0
    Deferred
    $0 + $18,605 related
    Nontaxable benefits
    $0 + $48,808 related
    Filer's total
    $0 + $497,831 related

  • EDIE JARDINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • ROXANNA GAPSTUR PHD RN

    PRESIDENT & CEO - WELLSPAN HEALTH

    Total calculated
    $2,391,449
    From this org
    $0
    From related orgs
    $2,303,962
    Other
    $87,487
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,523,876 related
    Bonus
    $0 + $780,000 related
    Other
    $0 + $86 related
    Deferred
    $0 + $13,477 related
    Nontaxable benefits
    $0 + $74,010 related
    Filer's total
    $0 + $2,391,449 related

  • JULIE RAMSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DENIS ONIEAL

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CHERYL PLUMMER

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • STEPHEN HOLOVIAK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • KEVIN LORENTSEN MD

    DIRECTOR (RES. DEC. '22)

    Total calculated
    $741,756
    From this org
    $0
    From related orgs
    $664,608
    Other
    $77,148
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $510,913 related
    Bonus
    $0 + $92,490 related
    Other
    $0 + $61,205 related
    Deferred
    $0 + $16,679 related
    Nontaxable benefits
    $0 + $60,469 related
    Filer's total
    $0 + $741,756 related

  • HORACE MARTIN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • MICHAEL SEIM

    SR VP & CHIEF QUALITY OFFICER

    Total calculated
    $975,892
    From this org
    $0
    From related orgs
    $904,525
    Other
    $71,367
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $660,561 related
    Bonus
    $0 + $243,904 related
    Other
    $0 + $60 related
    Deferred
    $0 + $15,485 related
    Nontaxable benefits
    $0 + $55,882 related
    Filer's total
    $0 + $975,892 related

  • SHERRI STAHL

    VICE PRESIDENT

    Total calculated
    $690,210
    From this org
    $0
    From related orgs
    $625,252
    Other
    $64,958
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,491 related
    Bonus
    $0 + $168,451 related
    Other
    $0 + $310 related
    Deferred
    $0 + $20,177 related
    Nontaxable benefits
    $0 + $44,781 related
    Filer's total
    $0 + $690,210 related

  • FARAAZ YOUSUF

    EXEC. VP & COO (UNTIL 11/22)

    Total calculated
    $1,032,704
    From this org
    $0
    From related orgs
    $987,746
    Other
    $44,958
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $563,091 related
    Bonus
    $0 + $401,869 related
    Other
    $0 + $22,786 related
    Deferred
    $0 + $3,087 related
    Nontaxable benefits
    $0 + $41,871 related
    Filer's total
    $0 + $1,032,704 related

  • JULIANNE CRAIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DAVID LOVETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • PATRICIA GREEN-RODGERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • AMY NELSON

    SECRETARY/SR VP & GENERAL COUNSEL

    Total calculated
    $749,817
    From this org
    $0
    From related orgs
    $661,328
    Other
    $88,489
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $477,341 related
    Bonus
    $0 + $173,900 related
    Other
    $0 + $10,087 related
    Deferred
    $0 + $38,242 related
    Nontaxable benefits
    $0 + $50,247 related
    Filer's total
    $0 + $749,817 related

  • WILLIAM HAPPEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • ED SCHUURMAN PA

    DIRECTOR

    Total calculated
    $245,337
    From this org
    $0
    From related orgs
    $190,734
    Other
    $54,603
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,898 related
    Bonus
    $0 + $41,153 related
    Other
    $0 + $2,683 related
    Deferred
    $0 + $10,258 related
    Nontaxable benefits
    $0 + $44,345 related
    Filer's total
    $0 + $245,337 related

  • ANGELA JOHNSTON

    VP - PATIENT CARE SERVICES

    Total calculated
    $343,616
    From this org
    $267,798
    From related orgs
    $0
    Other
    $75,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,518
    Bonus
    $48,135
    Other
    $145
    Deferred
    $29,861
    Nontaxable benefits
    $45,957
    Filer's total
    $343,616

  • MELISSA HESS

    SENIOR DIRECTOR OPERATIONS

    Total calculated
    $258,666
    From this org
    $204,434
    From related orgs
    $0
    Other
    $54,232
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,253
    Bonus
    $16,526
    Other
    $3,655
    Deferred
    $12,015
    Nontaxable benefits
    $42,217
    Filer's total
    $258,666

  • JASMINKA LOLIC

    PHARMACIST

    Total calculated
    $264,744
    From this org
    $210,291
    From related orgs
    $0
    Other
    $54,453
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,236
    Bonus
    $5,980
    Other
    $75
    Deferred
    $27,503
    Nontaxable benefits
    $26,950
    Filer's total
    $264,744

  • MICHELLE WILLIAMS

    REGIONAL DIR. - PHARMACEUTICAL CARE

    Total calculated
    $280,219
    From this org
    $236,430
    From related orgs
    $0
    Other
    $43,789
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,023
    Bonus
    $18,357
    Other
    $50
    Deferred
    $17,278
    Nontaxable benefits
    $26,511
    Filer's total
    $280,219

  • AMANDA NYE

    SR. DIR. - SYSTEM NURSING OPERATIONS

    Total calculated
    $246,111
    From this org
    $187,084
    From related orgs
    $0
    Other
    $59,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,611
    Bonus
    $14,036
    Other
    $3,437
    Deferred
    $14,363
    Nontaxable benefits
    $44,664
    Filer's total
    $246,111

  • MONIQUE HOLZER

    DIRECTOR OPERATIONS - PERIOPERATIVE SERVICES

    Total calculated
    $228,607
    From this org
    $191,866
    From related orgs
    $0
    Other
    $36,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,055
    Bonus
    $17,200
    Other
    $3,611
    Deferred
    $10,986
    Nontaxable benefits
    $25,755
    Filer's total
    $228,607

  • CHERYL STAUB

    NURSING OPERATIONS DIRECTOR

    Total calculated
    $254,059
    From this org
    $196,614
    From related orgs
    $0
    Other
    $57,445
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,131
    Bonus
    $14,788
    Other
    $3,695
    Deferred
    $11,828
    Nontaxable benefits
    $45,617
    Filer's total
    $254,059

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 2022, 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 2022, THERE WERE NO DISTRIBUTIONS FROM THE WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN. 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

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
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421309349302022

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