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Nonprofiteer
← EPHRATA COMMUNITY HEALTH FOUNDATION

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

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
2024
Filed
8 May 2026
IRS schema version
2024v5.5
Source object
202601289349301200

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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