Skip to content
Nonprofiteer
← EPHRATA COMMUNITY HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by EPHRATA COMMUNITY HEALTH FOUNDATION.

Totals

Total revenue
$799,923
Total expenses
$843,787
Contributions and grants received
$427,276
Grants paid
$484,232
Program services expenses (Part IX)
$648,657
Management and general expenses
$77,118
Fundraising expenses
$118,012
Program service expenses (Part III)
$648,657

Program services were 76.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALLEN WESSEL

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • BLAKE S DAUB

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • GILBERT L SAGER

    DIRECTOR (RES. OCT. '22)

    Total calculated
    $0
    Hours/week
    1

  • HARVEY NOLT

    DIRECTOR (RES. OCT. '22)

    Total calculated
    $0
    Hours/week
    1

  • JASON TROUT

    CHIEF DEV. OFFICER (UNTIL DEC. '22)

    Total calculated
    $419,679
    From this org
    $0
    From related orgs
    $371,444
    Other
    $48,235
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,880 related
    Bonus
    $0 + $64,680 related
    Other
    $0 + $5,884 related
    Deferred
    $0 + $18,465 related
    Nontaxable benefits
    $0 + $29,770 related
    Filer's total
    $0 + $419,679 related

  • JEFFREY S STAUFFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN PORTER JR

    DIRECTOR (RES. OCT. '22)

    Total calculated
    $1,252,281
    From this org
    $0
    From related orgs
    $1,197,396
    Other
    $54,885
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $520,969 related
    Bonus
    $0 + $294,150 related
    Other
    $0 + $382,277 related
    Deferred
    $0 + $11,027 related
    Nontaxable benefits
    $0 + $43,858 related
    Filer's total
    $0 + $1,252,281 related

  • JOYCE HOOVER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • 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

  • LYNN S KLINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHELE MCHENRY

    DIRECTOR (RES. OCT. '22)

    Total calculated
    $0
    Hours/week
    1

  • 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

  • STEVEN C BADE

    DIRECTOR

    Total calculated
    $246,214
    From this org
    $0
    From related orgs
    $191,314
    Other
    $54,900
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,029 related
    Bonus
    $0 + $23,285 related
    Other
    $0
    Deferred
    $0 + $9,425 related
    Nontaxable benefits
    $0 + $45,475 related
    Filer's total
    $0 + $246,214 related

  • TINA M CITRO

    DIRECTOR

    Total calculated
    $420,781
    From this org
    $0
    From related orgs
    $353,774
    Other
    $67,007
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,869 related
    Bonus
    $0 + $63,140 related
    Other
    $0 + $2,765 related
    Deferred
    $0 + $18,132 related
    Nontaxable benefits
    $0 + $48,875 related
    Filer's total
    $0 + $420,781 related

  • TODD S STEWART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TROIA BUTCHER

    DIRECTOR (RES. MARCH '23)

    Total calculated
    $0
    Hours/week
    1

  • VIRGINIA L GOOD

    DIRECTOR (RES. OCT. '22)

    Total calculated
    $0
    Hours/week
    1

  • TODD HECK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARVEY GREEN

    SR VP & CHIEF DEV OFF(AS OF NOV '22)

    Total calculated
    $50,345
    From this org
    $0
    From related orgs
    $46,576
    Other
    $3,769
    Hours/week
    8 + 32 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

  • 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, THE FOLLOWING INDIVIDUAL RECEIVED A SERP DISTRIBUTION OF: JOHN PORTER, JR. - $252,896 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.

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421309349301607

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.