Form 990 for tax year 2024
Filed by EPHRATA COMMUNITY HEALTH FOUNDATION.
Totals
- Total revenue
- $9,636,979
- Total expenses
- $9,415,782
- Contributions and grants received
- $9,084,711
- Grants paid
- $9,161,347
- Program services expenses (Part IX)
- $9,291,664
- Management and general expenses
- $64,513
- Fundraising expenses
- $59,605
- Program service expenses (Part III)
- $9,291,664
Program services were 98.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ALLEN WESSEL
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
BLAKE S DAUB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY S STAUFFER
DIRECTOR (UNTIL JUNE '25)
- Total calculated
- $0
- Hours/week
- 1
-
JOYCE HOOVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAURA BUCZKOWSKI
EXECUTIVE VP & CFO - WELLSPAN HEALTH
- Total calculated
- $1,408,553
- From this org
- $0
- From related orgs
- $1,355,384
- Other
- $53,169
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $949,313 related
- Bonus
- $0 + $402,918 related
- Other
- $0 + $3,153 related
- Deferred
- $0 + $16,601 related
- Nontaxable benefits
- $0 + $36,568 related
- Filer's total
- $0 + $1,408,553 related
-
LYNN S KLINE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ROXANNA GAPSTUR PHD RN
PRESIDENT & CEO - WELLSPAN HEALTH
- Total calculated
- $3,176,598
- From this org
- $0
- From related orgs
- $3,124,465
- Other
- $52,133
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,739,595 related
- Bonus
- $0 + $1,112,453 related
- Other
- $0 + $272,417 related
- Deferred
- $0 + $11,203 related
- Nontaxable benefits
- $0 + $40,930 related
- Filer's total
- $0 + $3,176,598 related
-
STEVEN C BADE
DIRECTOR
- Total calculated
- $192,423
- From this org
- $0
- From related orgs
- $167,918
- Other
- $24,505
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $150,057 related
- Bonus
- $0
- Other
- $0 + $17,861 related
- Deferred
- $0 + $9,823 related
- Nontaxable benefits
- $0 + $14,682 related
- Filer's total
- $0 + $192,423 related
-
TINA M CITRO
DIRECTOR (UNTIL MAR. '25)
- Total calculated
- $451,750
- From this org
- $0
- From related orgs
- $409,858
- Other
- $41,892
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $335,201 related
- Bonus
- $0 + $72,603 related
- Other
- $0 + $2,054 related
- Deferred
- $0 + $10,051 related
- Nontaxable benefits
- $0 + $31,841 related
- Filer's total
- $0 + $451,750 related
-
TODD S STEWART
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
TODD HECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RUFUS MARTIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HARVEY GREEN
SR. VP & CHIEF DEVELOPMENT OFFICER
- Total calculated
- $607,960
- From this org
- $0
- From related orgs
- $560,279
- Other
- $47,681
- Hours/week
- 6.5 + 33.5 related
Schedule J breakdown matched by us
- Base
- $0 + $411,975 related
- Bonus
- $0 + $147,588 related
- Other
- $0 + $716 related
- Deferred
- $0 + $19,342 related
- Nontaxable benefits
- $0 + $28,339 related
- Filer's total
- $0 + $607,960 related
-
ORIE CHAMBERS
DIRECTOR
- Total calculated
- $309,687
- From this org
- $0
- From related orgs
- $256,308
- Other
- $53,379
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $205,983 related
- Bonus
- $0 + $44,817 related
- Other
- $0 + $5,508 related
- Deferred
- $0 + $20,700 related
- Nontaxable benefits
- $0 + $32,679 related
- Filer's total
- $0 + $309,687 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 2024, 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 2024, THE FOLLOWING INDIVIDUAL RECEIVED A DISTRIBUTION FROM THE DEFERRED COMPENSATION PLAN: ROXANNA GAPSTUR - $269,264 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
-
$9,157,845
GENERAL SUPPORT
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 HEALTH
-
EVANGELICAL COMMUNITY HOSPITAL FOUNDATION
501(C)(3) · FUNDRAISING FOR EVANGELICAL HOSPITAL · PA
Directly controlled by EVANGELICAL COMMUNITY HOSPITAL
-
EVANGELICAL COMMUNITY HOSPITAL
501(C)(3) · HEALTH CARE SERVICES · PA
Directly controlled by WELLSPAN HEALTH
-
GETTYSBURG HOSPITAL FOUNDATION
501(C)(3) · FUNDRAISING FOR GETTYSBURG HOSPITAL · PA
Directly controlled by GETTYSBURG HOSPITAL
-
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
-
THE MILLER CENTER FOR RECREATION AND WELLNESS
501(C)(3) · RECREATION AND WELLNESS CENTER · PA
Directly controlled by EVANGELICAL COMMUNITY 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
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601289349301200
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