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Nonprofiteer
← THE HEART GROUP OF LANCASTER GENERAL HEALTH

Form 990 for tax year 2023

Filed by THE HEART GROUP OF LANCASTER GENERAL HEALTH.

Totals

Total revenue
$18,752,323
Total expenses
$41,399,386
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$17,766,777
Investment income
$0
Other revenue
$985,546
Total assets, end of year
$3,899,283
Total liabilities, end of year
$5,310,983
Net assets or fund balances, end of year
-$1,411,700
Program services expenses (Part IX)
$37,900,227
Management and general expenses
$3,499,159
Fundraising expenses
$0
Program service expenses (Part III)
$37,900,227

Program services were 91.5% 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.

  • 2a · Program service revenue: MEDICARE / MEDICAID REVENUE

    total $12,821,939 · related or exempt $12,821,939 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: OTHER NET PATIENT REVENUE

    total $4,944,838 · related or exempt $4,944,838

  • 3 · Investment income

    total $0

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: SALES TO AFFILIATES

    total $630,400 · related or exempt $630,400

  • 11b · Other revenue: MISCELLANEOUS REVENUES

    total $355,146 · related or exempt $355,146

  • 11e · Other revenue, total

    $985,546

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $950,946 · program services $475,473 · management and general $475,473 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $29,273,956 · program services $27,490,494 · management and general $1,783,462 · fundraising $0

  • 8 · Pension plan contributions

    total $1,450,482 · program services $1,354,717 · management and general $95,765 · fundraising $0

  • 9 · Other employee benefits

    total $2,141,731 · program services $1,547,756 · management and general $593,975 · fundraising $0

  • 10 · Payroll taxes

    total $1,429,601 · program services $1,270,747 · management and general $158,854 · fundraising $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $4,374 · program services $0 · management and general $4,374 · fundraising $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $19,864 · program services $19,864 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $188,683 · program services $125,650 · management and general $63,034 · fundraising $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $176,528 · program services $168,348 · management and general $8,179 · fundraising $0

  • 17 · Travel

    total $7,161 · program services $5,464 · management and general $1,697 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $320,232 · program services $292,011 · management and general $28,221 · fundraising $0

  • 23 · Insurance

    total $525,699 · program services $525,699 · management and general $0 · fundraising $0

  • 24a · Other expenses: MANAGEMENT FEE

    total $1,418,504 · program services $1,305,024 · management and general $113,480 · fundraising $0

  • 24b · Other expenses: PURCHASED SERVICES

    total $3,005,827 · program services $2,841,308 · management and general $164,519 · fundraising $0

  • 24c · Other expenses: MEDICAL SURGICAL SUPPLIES

    total $477,672 · program services $477,672 · management and general $0 · fundraising $0

  • 24d · Other expenses: BAD DEBT-OTHER

    total $8,126 · program services $0 · management and general $8,126 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,145 · end of year $23,540

  • 2 · Savings and temporary cash investments

    beginning of year $1,222,483 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,019,249 · end of year $1,593,752

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $171,123 · end of year $269,375

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $155,958 · end of year $169,255

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

    $5,911,767

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

    $4,072,691

  • 10c · Land, buildings and equipment, net

    beginning of year $2,159,309 · end of year $1,839,076

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $8,160 · end of year $4,285

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,535,090 · end of year $5,254,515

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $587,974 · end of year $56,468

  • 27 · Net assets without donor restrictions

    beginning of year -$384,637 · end of year -$1,411,700

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

LANCASTER GENERAL HEALTH IS COMMITTED TO PROVIDING WORLD-CLASS PATIENT CARE WHILE CONTRIBUTING TO THE ADVANCEMENT OF CARDIOVASCULAR SCIENCE. FROM PREVENTION AND DIAGNOSIS THROUGH DISEASE MANAGEMENT AND CARDIAC INTERVENTIONS, THE HEART GROUP OF LANCASTER GENERAL HEALTH PROVIDES OUTSTANDING MEDICAL CARE BY A TEAM OF HIGHLY QUALIFIED AND CARING PHYSICIANS AND NURSES; WHILE WORKING COLLABORATIVELY WITH EACH PATIENT'S FAMILY PHYSICIAN AND OTHER SPECIALISTS TO ENSURE A COMPREHENSIVE AND COORDINATED APPROACH TO CARE.

Activities or mission (Part I)

TO SUPPORT THE CHARITABLE HEALTH MISSION OF LG HEALTH, THE HEART GROUP OF LANCASTER GENERAL HEALTH PROVIDES INTEGRATED CARDIOLOGY CARE TO OUR PATIENTS AND COMMUNITIES.

  • THE PROVISION OF SPECIALTY CARDIOLOGY HEALTH CARE SERVICES, AS FOLLOWS: *PROFESSIONAL OFFICE VISITS (236,598 VISITS) *ELECTROPHYSIOLOGY VISITS (21,718 VISITS)

    Expenses $37,900,227 · Revenue $18,752,323

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Michael Ripchinski

    Chairperson

    Total calculated
    $1,423,058
    From this org
    $0
    From related orgs
    $1,224,064
    Other
    $198,994
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $528,860 related
    Bonus
    $0 + $129,387 related
    Other
    $0 + $565,817 related
    Deferred
    $0 + $172,281 related
    Nontaxable benefits
    $0 + $26,713 related
    Filer's total
    $0 + $1,423,058 related

  • Rupal Dumasia MD

    Physician

    Total calculated
    $999,773
    From this org
    $942,353
    From related orgs
    $0
    Other
    $57,420
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $786,283
    Bonus
    $75,000
    Other
    $81,070
    Deferred
    $42,400
    Nontaxable benefits
    $15,020
    Filer's total
    $999,773

  • R Ward Pulliam MD

    Former Officer

    Total calculated
    $984,821
    From this org
    $914,505
    From related orgs
    $0
    Other
    $70,316
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $790,326
    Bonus
    $75,000
    Other
    $49,179
    Deferred
    $48,400
    Nontaxable benefits
    $21,916
    Filer's total
    $984,821

  • Sandeep Bansal MD

    Physician

    Total calculated
    $962,538
    From this org
    $894,366
    From related orgs
    $0
    Other
    $68,172
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $787,100
    Bonus
    $75,000
    Other
    $32,266
    Deferred
    $39,000
    Nontaxable benefits
    $29,172
    Filer's total
    $962,538

  • Todd A Wood MD

    President

    Total calculated
    $952,773
    From this org
    $892,726
    From related orgs
    $0
    Other
    $60,047
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $785,737
    Bonus
    $75,000
    Other
    $31,989
    Deferred
    $39,000
    Nontaxable benefits
    $21,047
    Filer's total
    $952,773

  • Jeffrey Arkles MD

    Physician

    Total calculated
    $948,497
    From this org
    $889,994
    From related orgs
    $0
    Other
    $58,503
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $786,524
    Bonus
    $56,250
    Other
    $47,220
    Deferred
    $39,000
    Nontaxable benefits
    $19,503
    Filer's total
    $948,497

  • Matthew Bernabei MD

    Physician

    Total calculated
    $936,011
    From this org
    $897,359
    From related orgs
    $0
    Other
    $38,652
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $790,168
    Bonus
    $75,000
    Other
    $32,191
    Deferred
    $16,500
    Nontaxable benefits
    $22,152
    Filer's total
    $936,011

  • Ruhal Jhaveri MD

    Physician

    Total calculated
    $922,013
    From this org
    $862,102
    From related orgs
    $0
    Other
    $59,911
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $785,918
    Bonus
    $75,000
    Other
    $1,184
    Deferred
    $39,000
    Nontaxable benefits
    $20,911
    Filer's total
    $922,013

  • 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 Gohn MD

    Trustee

    Total calculated
    $780,109
    From this org
    $745,792
    From related orgs
    $0
    Other
    $34,317
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $615,476
    Bonus
    $107,500
    Other
    $22,816
    Deferred
    $15,900
    Nontaxable benefits
    $18,417
    Filer's total
    $780,109

  • Sean Reynolds

    Vice President

    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

  • Timothy C Zellers

    Former Officer

    Total calculated
    $346,970
    From this org
    $0
    From related orgs
    $295,173
    Other
    $51,797
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,603 related
    Bonus
    $0 + $33,423 related
    Other
    $0 + $17,147 related
    Deferred
    $0 + $31,585 related
    Nontaxable benefits
    $0 + $20,212 related
    Filer's total
    $0 + $346,970 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

  • Linda 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

  • T Raymond Foley

    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

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 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION 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 FOLEY, T RAYMOND $116,317 RIPCHINSKI, MICHAEL $533,749 ------------------------------ THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED CONTRIBUTIONS TO THEIR 457B SUPPLEMENTAL RETIREMENT PLAN IN THE AMOUNTS BELOW: DUMASIA, RUPAL, MD $16,500 GOHN, DOUGLAS, MD $16,500 PULLIAM, R WARD, MD $16,500 ------------------------------
SCHEDULE J, PART I, LINE 7
PROVISION OF NON-FIXED PAYMENTS THE HEART GROUP OF LANCASTER GENERAL HEALTH PROVIDES INCENTIVE COMPENSATION TO PHYSICIAN EMPLOYEES IN ACCORDANCE WITH ANNUAL PERFORMANCE GOALS AND OBJECTIVES. THE PERFORMANCE GOALS AND OBJECTIVES ARE DEVELOPED BY THE OPERATIONS COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS OF THE HEART GROUP OF LANCASTER GENERAL HEALTH. PERFORMANCE GOALS AND OBJECTIVES MAY INCLUDE, WITHOUT LIMITATION, PRODUCTIVITY WITH RESPECT TO PERSONALLY PERFORMED SERVICES, PATIENT SATISFACTION MEASURES, QUALITY OF CARE STANDARDS, EFFICIENCY INDICATORS, CITIZENSHIP OBJECTIVES, AND CARDIAC SERVICE LINE MANAGEMENT SERVICES. THE PURPOSE OF THE HEART GROUP OF LANCASTER GENERAL HEALTH'S 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 HEALTH CARE SERVICES. AS A REWARD FOR EMPLOYEES' CONTRIBUTIONS TO THE HEART GROUP OF LANCASTER GENERAL HEALTH'S SUCCESS, THE PLAN PROVIDES THE OPPORTUNITY TO EARN MEANINGFUL INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF THE HEART GROUP 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 THERE UNDER. -----------------------------

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
202511349349310251

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