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Nonprofiteer
← LANCASTER GENERAL HOSPITAL

Form 990 for tax year 2024

Filed by LANCASTER GENERAL HOSPITAL.

Totals

Total revenue
$1,840,325,876
Total expenses
$1,654,041,736
Contributions and grants received
$437,040
Grants paid
$4,754,643
Program service revenue
$1,575,165,142
Investment income
$4,237,782
Other revenue
$260,485,912
Total assets, end of year
$1,211,713,080
Total liabilities, end of year
$388,493,368
Net assets or fund balances, end of year
$823,219,712
Program services expenses (Part IX)
$1,388,467,334
Management and general expenses
$264,598,499
Fundraising expenses
$975,903
Program service expenses (Part III)
$1,388,467,334

Program services were 83.9% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $437,040

  • 1g · Noncash contributions included above

    $0

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

    total $901,576,553 · related or exempt $898,617,794 · unrelated business $2,958,759 · excluded $0

  • 2b · Program service revenue: MEDICARE/MEDICAID NET PATIENT REVENUE

    total $660,934,589 · related or exempt $660,934,589 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: RENT REVENUE FROM AFFILIATES

    total $10,939,772 · related or exempt $10,939,772 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: MISCELLANEOUS RETAIL SALES

    total $293,755 · related or exempt $293,585 · unrelated business $170 · excluded $0

  • 2e · Program service revenue: EQUITY IN EARNINGS

    total $1,420,473 · related or exempt $1,420,473 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $3,603,582 · related or exempt $0 · unrelated business $0 · excluded $3,603,582

  • 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

  • 7a · Gross sales of assets other than inventory

    securities $3,482,436

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

    securities $2,848,236

  • 7c · Gain or loss

    securities $634,200

  • 7d · Net gain or loss

    total $634,200 · related or exempt $0 · unrelated business $0 · excluded $634,200

  • 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: CONVENIENCE PHARMACY REVENUE

    total $218,703,288 · related or exempt $218,703,288 · unrelated business $0 · excluded $0

  • 11b · Other revenue: MANAGEMENT FEE REVENUE

    total $6,802,988 · related or exempt $5,108,934 · unrelated business $255,654 · excluded $1,438,400

  • 11c · Other revenue: SALE OF SERVICE

    total $5,306,304 · related or exempt $3,429,331 · unrelated business $920,294 · excluded $956,679

  • 11d · All other revenue

    total $29,673,332 · related or exempt $9,290,854 · unrelated business $66,143 · excluded $20,316,335

  • 11e · Other revenue, total

    $260,485,912

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,754,643 · program services $4,754,643

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $8,423,090 · program services $0 · management and general $8,423,090 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $535,156,391 · program services $486,540,617 · management and general $48,397,883 · fundraising $217,891

  • 8 · Pension plan contributions

    total $27,183,406 · program services $24,309,556 · management and general $2,873,850 · fundraising $0

  • 9 · Other employee benefits

    total $88,986,050 · program services $82,282,077 · management and general $6,560,991 · fundraising $142,982

  • 10 · Payroll taxes

    total $37,414,210 · program services $33,357,914 · management and general $4,018,512 · fundraising $37,784

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $42,715 · program services $0 · management and general $42,715 · fundraising $0

  • 11c · Fees: accounting

    total $17,815 · program services $0 · management and general $17,815 · fundraising $0

  • 11d · Fees: lobbying

    total $75,340 · program services $0 · management and general $75,340 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $28,956,910 · program services $21,021,416 · management and general $7,932,609 · fundraising $2,885

  • 12 · Advertising and promotion

    total $764,945 · program services $762,248 · management and general $0 · fundraising $2,697

  • 13 · Office expenses

    total $23,668,336 · program services $12,618,664 · management and general $11,026,363 · fundraising $23,309

  • 14 · Information technology

    total $378,920 · program services $357,649 · management and general $20,665 · fundraising $606

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $42,828,459 · program services $33,511,382 · management and general $9,317,077 · fundraising $0

  • 17 · Travel

    total $1,062,604 · program services $723,091 · management and general $332,909 · fundraising $6,604

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $11,083,392 · program services $11,083,392 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $57,879,368 · program services $534,153 · management and general $57,345,215 · fundraising $0

  • 23 · Insurance

    total $14,123,769 · program services $21,232 · management and general $14,102,537 · fundraising $0

  • 24a · Other expenses: MED/SURG & DRUG SUPPLIES

    total $506,841,160 · program services $506,841,160 · management and general $0 · fundraising $0

  • 24b · Other expenses: MANAGEMENT FEE

    total $161,728,550 · program services $123,188,154 · management and general $38,540,396 · fundraising $0

  • 24c · Other expenses: PURCHASED SERVICES

    total $62,905,776 · program services $46,540,797 · management and general $15,823,834 · fundraising $541,145

  • 24d · Other expenses: STATEWIDE ASSESSMENTS

    total $33,494,584 · program services $0 · management and general $33,494,584 · fundraising $0

  • 24e · All other expenses

    total $6,271,303 · program services $19,189 · management and general $6,252,114

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $44,220 · end of year $43,904

  • 2 · Savings and temporary cash investments

    beginning of year $117,381,183 · end of year $104,372,056

  • 3 · Pledges and grants receivable

    beginning of year $28,508 · end of year $2,008,724

  • 4 · Accounts receivable

    beginning of year $228,477,441 · end of year $252,630,974

  • 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 $10,474,458 · end of year $12,075,549

  • 8 · Inventories for sale or use

    beginning of year $34,539,400 · end of year $45,314,514

  • 9 · Prepaid expenses and deferred charges

    beginning of year $28,005,068 · end of year $34,586,593

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

    $1,530,234,927

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

    $847,364,013

  • 10c · Land, buildings and equipment, net

    beginning of year $705,995,784 · end of year $682,870,914

  • 11 · Investments: publicly traded securities

    beginning of year $41,496,013 · end of year $44,997,852

  • 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 $34,603,456 · end of year $32,812,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $70,010,818 · end of year $60,043,045

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $4,011,952 · end of year $4,575,217

  • 20 · Tax-exempt bond liabilities

    beginning of year $195,900,206 · end of year $186,377,225

  • 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 $139,071,075 · end of year $137,497,881

  • 27 · Net assets without donor restrictions

    beginning of year $750,576,803 · end of year $778,064,321

  • 28 · Net assets with donor restrictions

    beginning of year $41,474,677 · end of year $45,155,391

Mission and programs · 2024

Mission

TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. REFER TO FORM 990, SCHEDULE H FOR ADDITIONAL DISCLOSURE REGARDING LANCASTER GENERAL HOSPITAL'S MISSION.

Activities or mission (Part I)

TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE.

  • PHARMACY

    Expenses $407,956,575 · Revenue $428,042,938

  • SURGICAL SERVICES

    Expenses $234,697,113 · Revenue $306,290,549

  • NURSING SERVICES

    Expenses $203,887,225 · Revenue $238,008,520

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kevin B Mahoney

    Trustee

    Total calculated
    $3,329,428
    From this org
    $0
    From related orgs
    $2,955,051
    Other
    $374,377
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,880,364 related
    Bonus
    $0 + $1,029,800 related
    Other
    $0 + $44,887 related
    Deferred
    $0 + $352,800 related
    Nontaxable benefits
    $0 + $21,577 related
    Filer's total
    $0 + $3,329,428 related

  • Keith A Kasper

    Trustee

    Total calculated
    $3,000,454
    From this org
    $0
    From related orgs
    $2,762,919
    Other
    $237,535
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,004,236 related
    Bonus
    $0 + $1,531,258 related
    Other
    $0 + $227,425 related
    Deferred
    $0 + $218,400 related
    Nontaxable benefits
    $0 + $19,135 related
    Filer's total
    $0 + $3,000,454 related

  • John J Herman

    CEO LG Health

    Total calculated
    $1,288,283
    From this org
    $0
    From related orgs
    $1,153,506
    Other
    $134,777
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $710,637 related
    Bonus
    $0 + $331,771 related
    Other
    $0 + $111,098 related
    Deferred
    $0 + $106,110 related
    Nontaxable benefits
    $0 + $28,667 related
    Filer's total
    $0 + $1,288,283 related

  • Sriram Venigalla MD

    Radiation Oncologist

    Total calculated
    $1,159,058
    From this org
    $1,110,565
    From related orgs
    $0
    Other
    $48,493
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $440,732
    Bonus
    $634,605
    Other
    $35,228
    Deferred
    $30,927
    Nontaxable benefits
    $17,566
    Filer's total
    $1,159,058

  • Jeremy McGarvey MD

    Cardiothoracic Surgeon

    Total calculated
    $1,103,628
    From this org
    $1,031,693
    From related orgs
    $0
    Other
    $71,935
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $809,456
    Bonus
    $182,875
    Other
    $39,362
    Deferred
    $40,250
    Nontaxable benefits
    $31,685
    Filer's total
    $1,103,628

  • Mark Epler MD

    Cardiothoracic Surgeon

    Total calculated
    $1,041,870
    From this org
    $999,462
    From related orgs
    $0
    Other
    $42,408
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $814,517
    Bonus
    $182,875
    Other
    $2,070
    Deferred
    $17,250
    Nontaxable benefits
    $25,158
    Filer's total
    $1,041,870

  • Michael R Ripchinski MD

    Chief Physician Executive

    Total calculated
    $971,159
    From this org
    $726,628
    From related orgs
    $135,112
    Other
    $109,419
    Hours/week
    13 + 42 related

    Schedule J breakdown matched by us

    Base
    $425,661 + $134,887 related
    Bonus
    $149,165
    Other
    $151,802 + $225 related
    Deferred
    $40,250 + $59,038 related
    Nontaxable benefits
    $6,237 + $3,894 related
    Filer's total
    $773,115 + $198,044 related

  • Robert K Klinghoffer Wenger MD

    Cardiothoracic Surgeon

    Total calculated
    $955,787
    From this org
    $920,115
    From related orgs
    $0
    Other
    $35,672
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $827,944
    Bonus
    $82,875
    Other
    $9,296
    Deferred
    $17,250
    Nontaxable benefits
    $18,422
    Filer's total
    $955,787

  • Julia W Puchtler

    Trustee

    Total calculated
    $943,647
    From this org
    $0
    From related orgs
    $853,431
    Other
    $90,216
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,435 related
    Bonus
    $0 + $183,820 related
    Other
    $0 + $90,176 related
    Deferred
    $0 + $70,700 related
    Nontaxable benefits
    $0 + $19,516 related
    Filer's total
    $0 + $943,647 related

  • Philip M Bayliss MD

    Perinatologist

    Total calculated
    $856,755
    From this org
    $822,143
    From related orgs
    $0
    Other
    $34,612
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $757,006
    Bonus
    $0
    Other
    $65,137
    Deferred
    $16,107
    Nontaxable benefits
    $18,505
    Filer's total
    $856,755

  • Margaret F Costella Esq

    SVP General Counsel-Corporate

    Total calculated
    $844,072
    From this org
    $802,304
    From related orgs
    $0
    Other
    $41,768
    Hours/week
    43 + 12 related

    Schedule J breakdown matched by us

    Base
    $392,795
    Bonus
    $104,262
    Other
    $305,247
    Deferred
    $39,347
    Nontaxable benefits
    $2,421
    Filer's total
    $844,072

  • Gary R Davidson

    SVP Chief Information Tech

    Total calculated
    $793,392
    From this org
    $746,696
    From related orgs
    $0
    Other
    $46,696
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $513,522
    Bonus
    $156,267
    Other
    $76,907
    Deferred
    $16,137
    Nontaxable benefits
    $30,559
    Filer's total
    $793,392

  • Michael D Barber

    Chief Operating Officer

    Total calculated
    $756,656
    From this org
    $0
    From related orgs
    $696,584
    Other
    $60,072
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $528,360 related
    Bonus
    $0 + $141,414 related
    Other
    $0 + $26,810 related
    Deferred
    $0 + $50,960 related
    Nontaxable benefits
    $0 + $9,112 related
    Filer's total
    $0 + $756,656 related

  • Stacey G Youcis

    Former Officer

    Total calculated
    $713,669
    From this org
    $657,522
    From related orgs
    $0
    Other
    $56,147
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $437,833
    Bonus
    $146,412
    Other
    $73,277
    Deferred
    $36,456
    Nontaxable benefits
    $19,691
    Filer's total
    $713,669

  • Justin D Roberts DO

    Associate Chief Medical Office

    Total calculated
    $684,507
    From this org
    $614,749
    From related orgs
    $0
    Other
    $69,758
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $530,711
    Bonus
    $83,444
    Other
    $594
    Deferred
    $40,250
    Nontaxable benefits
    $29,508
    Filer's total
    $684,507

  • Geoffrey W Eddowes

    SVP, Hospital Operations & Wom

    Total calculated
    $679,209
    From this org
    $619,577
    From related orgs
    $0
    Other
    $59,632
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $320,443
    Bonus
    $83,030
    Other
    $216,104
    Deferred
    $39,229
    Nontaxable benefits
    $20,403
    Filer's total
    $679,209

  • Tammy L Ober

    Chief Growth Officer

    Total calculated
    $558,938
    From this org
    $513,284
    From related orgs
    $0
    Other
    $45,654
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $332,001
    Bonus
    $129,681
    Other
    $51,602
    Deferred
    $16,077
    Nontaxable benefits
    $29,577
    Filer's total
    $558,938

  • Kenneth R Arthur MD

    Trustee

    Total calculated
    $501,439
    From this org
    $0
    From related orgs
    $440,626
    Other
    $60,813
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,018 related
    Bonus
    $0 + $50,844 related
    Other
    $0 + $2,764 related
    Deferred
    $0 + $39,678 related
    Nontaxable benefits
    $0 + $21,135 related
    Filer's total
    $0 + $501,439 related

  • Timothy C Zellers

    Chief Nursing Officer

    Total calculated
    $464,142
    From this org
    $409,566
    From related orgs
    $0
    Other
    $54,576
    Hours/week
    51 + 4 related

    Schedule J breakdown matched by us

    Base
    $325,043
    Bonus
    $63,271
    Other
    $21,252
    Deferred
    $34,146
    Nontaxable benefits
    $20,430
    Filer's total
    $464,142

  • Michael Sheinberg MD

    Chief Medical Information Offi

    Total calculated
    $461,361
    From this org
    $417,501
    From related orgs
    $0
    Other
    $43,860
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $337,589
    Bonus
    $52,308
    Other
    $27,604
    Deferred
    $34,946
    Nontaxable benefits
    $8,914
    Filer's total
    $461,361

  • Kay A Brady

    Chief Human Resources Officer

    Total calculated
    $451,496
    From this org
    $397,212
    From related orgs
    $0
    Other
    $54,284
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $261,973
    Bonus
    $120,744
    Other
    $14,495
    Deferred
    $37,143
    Nontaxable benefits
    $17,141
    Filer's total
    $451,496

  • Richard D Paoletti

    Former Officer

    Total calculated
    $418,327
    From this org
    $0
    From related orgs
    $412,545
    Other
    $5,782
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,006 related
    Bonus
    $0 + $91,777 related
    Other
    $0 + $762 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,782 related
    Filer's total
    $0 + $418,327 related

  • Christine M Stabler MD

    Former Officer

    Total calculated
    $402,600
    From this org
    $373,671
    From related orgs
    $0
    Other
    $28,929
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $288,535
    Bonus
    $82,436
    Other
    $2,700
    Deferred
    $12,352
    Nontaxable benefits
    $16,577
    Filer's total
    $402,600

  • Gary A Welch

    Chief Financial Officer

    Total calculated
    $401,403
    From this org
    $370,765
    From related orgs
    $0
    Other
    $30,638
    Hours/week
    47 + 8 related

    Schedule J breakdown matched by us

    Base
    $328,628
    Bonus
    $41,797
    Other
    $340
    Deferred
    $15,680
    Nontaxable benefits
    $14,958
    Filer's total
    $401,403

  • Sean P Reynolds

    VP Operations-Physician Svcs

    Total calculated
    $396,414
    From this org
    $0
    From related orgs
    $340,478
    Other
    $55,936
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,981 related
    Bonus
    $0 + $76,517 related
    Other
    $0 + $980 related
    Deferred
    $0 + $34,564 related
    Nontaxable benefits
    $0 + $21,372 related
    Filer's total
    $0 + $396,414 related

  • Edmond K Kabagambe PhD

    VP Research Administration

    Total calculated
    $362,992
    From this org
    $302,230
    From related orgs
    $0
    Other
    $60,762
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $259,807
    Bonus
    $41,262
    Other
    $1,161
    Deferred
    $36,875
    Nontaxable benefits
    $23,887
    Filer's total
    $362,992

  • Tara M Tawil MD

    Trustee/Medical Director Infor

    Total calculated
    $342,258
    From this org
    $307,033
    From related orgs
    $0
    Other
    $35,225
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $279,527
    Bonus
    $26,043
    Other
    $1,463
    Deferred
    $13,323
    Nontaxable benefits
    $21,902
    Filer's total
    $342,258

  • Alexandra O Jorgensen

    Former Officer

    Total calculated
    $335,699
    From this org
    $0
    From related orgs
    $331,292
    Other
    $4,407
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,128 related
    Bonus
    $0 + $9,450 related
    Other
    $0 + $77,714 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,407 related
    Filer's total
    $0 + $335,699 related

  • Denise A Kennedy

    VP Financial Services

    Total calculated
    $298,606
    From this org
    $278,331
    From related orgs
    $0
    Other
    $20,275
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $238,247
    Bonus
    $38,573
    Other
    $1,511
    Deferred
    $11,925
    Nontaxable benefits
    $8,350
    Filer's total
    $298,606

  • Kevin D Turner

    VP Primary Care & Ambulatory

    Total calculated
    $285,257
    From this org
    $242,041
    From related orgs
    $0
    Other
    $43,216
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $181,805
    Bonus
    $52,661
    Other
    $7,575
    Deferred
    $15,606
    Nontaxable benefits
    $27,610
    Filer's total
    $285,257

  • Jennifer L Groff

    VP Organizational Advancement

    Total calculated
    $275,082
    From this org
    $0
    From related orgs
    $238,442
    Other
    $36,640
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,654 related
    Bonus
    $0
    Other
    $0 + $788 related
    Deferred
    $0 + $34,970 related
    Nontaxable benefits
    $0 + $1,670 related
    Filer's total
    $0 + $275,082 related

  • Linda A Welker

    VP, Controller

    Total calculated
    $270,065
    From this org
    $230,050
    From related orgs
    $0
    Other
    $40,015
    Hours/week
    49 + 6 related

    Schedule J breakdown matched by us

    Base
    $212,554
    Bonus
    $0
    Other
    $17,496
    Deferred
    $11,915
    Nontaxable benefits
    $28,100
    Filer's total
    $270,065

  • Matthew E Parido

    VP Institutional Affairs

    Total calculated
    $266,763
    From this org
    $247,392
    From related orgs
    $0
    Other
    $19,371
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $199,859
    Bonus
    $31,723
    Other
    $15,810
    Deferred
    $11,407
    Nontaxable benefits
    $7,964
    Filer's total
    $266,763

  • Kristi N Casey

    Associate Chief Human Resource

    Total calculated
    $257,719
    From this org
    $231,356
    From related orgs
    $0
    Other
    $26,363
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $186,357
    Bonus
    $30,130
    Other
    $14,869
    Deferred
    $10,834
    Nontaxable benefits
    $15,529
    Filer's total
    $257,719

  • Elizabeth H Katz

    VP Risk Mgmt & Corp Compliance

    Total calculated
    $257,241
    From this org
    $231,914
    From related orgs
    $0
    Other
    $25,327
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $199,416
    Bonus
    $31,976
    Other
    $522
    Deferred
    $10,866
    Nontaxable benefits
    $14,461
    Filer's total
    $257,241

  • Donise A Musheno

    VP Quality & Regulatory Affair

    Total calculated
    $242,299
    From this org
    $220,124
    From related orgs
    $0
    Other
    $22,175
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $188,701
    Bonus
    $30,581
    Other
    $842
    Deferred
    $10,255
    Nontaxable benefits
    $11,920
    Filer's total
    $242,299

  • Alyssa M Livengood-Waite

    Associate Chief Nursing Office

    Total calculated
    $234,920
    From this org
    $204,753
    From related orgs
    $0
    Other
    $30,167
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $180,603
    Bonus
    $23,826
    Other
    $324
    Deferred
    $9,866
    Nontaxable benefits
    $20,301
    Filer's total
    $234,920

  • Edward J Maloney

    VP Information Technology SS

    Total calculated
    $133,176
    From this org
    $119,046
    From related orgs
    $0
    Other
    $14,130
    Hours/week
    53 + 2 related

  • Brian R Burgess

    Former Officer

    Total calculated
    $128,976
    From this org
    $128,976
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $128,976
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $128,976

  • Paul F Carroll MD

    Trustee

    Total calculated
    $15,984
    From this org
    $15,600
    From related orgs
    $0
    Other
    $384
    Hours/week
    53 + 2 related

  • Neal Salerno

    Chairperson

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kathleen A Smarilli

    Vice Chairperson

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kim R Smith Esq

    Corporate Secretary LG Health

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Thomas T Baldrige

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Ross W Kramer

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Edward Monborne

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Vanessa Philbert

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Pedro A Rivera

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Carolyn F Scanlan

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Jordan D Space

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • D Michael Wege

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Daniel A Wubah PhD

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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 3
COMPENSATION LANCASTER GENERAL HEALTH'S EXECUTIVE COMPENSATION PROCESS INCLUDES THE FOLLOWING REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH IS COMPRISED OF INDEPENDENT TRUSTEES. AN EVALUATION OF PERFORMANCE AGAINST GOALS IS CONDUCTED AT THE CLOSE OF A FISCAL YEAR TO DETERMINE THE LEVEL OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OF THE CEO AND SENIOR EXECUTIVES AS TO DETERMINE MERIT AND INCENTIVE PAY ACTIONS. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMMITTEE AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON REVIEW AND DISCUSSION OF THE RELATED DATA AND INFORMATION THE COMMITTEE TAKES ACTION WHICH IS RECORDED IN THE MEETING MINUTES WHICH ARE THEN FILED FOR FUTURE REFERENCE. ---------------------------
SCHEDULE J, PART I, LINE 4A
SEVERANCE AND CHANGE OF CONTROL PAYMENTS THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED SEVERANCE PAYMENTS DURING THE 2024 CALENDAR YEAR: BRIAN R. BURGESS $128,976 -----------------------------
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH 457(F) SERP III PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MARGARET F. COSTELLA, ESQ $299,741 GEOFFREY W. EDDOWES $211,570 TAMMY L. OBER $49,297 MICHAEL R. RIPCHINSKI, MD $130,055 STACEY G. YOUCIS $69,709 ------------------------------ THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP" PLAN) DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS THREE YEARS AFTER EACH EMPLOYER CONTRIBUTION IS CREDITED TO THE PLAN. VESTING ALSO OCCURS UPON THE OCCURRENCE OF CERTAIN EVENTS WHILE STILL EMPLOYED (THE EARLIER OF REACHING 65 YEARS OF AGE, BECOMING TOTALLY AND PERMANENTLY DISABLED, OR DEATH). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MICHAEL D. BARBER NO DISTRIBUTION GARY R. DAVIDSON $50,598 JOHN J. HERMAN $84,678 KEITH A. KASPER $189,584 ALEXANDRA O. JORGENSEN $77,205 JULIA W. PUCHTLER $66,211 -----------------------
SCHEDULE J, PART I, LINE 7
NON FIXED PAYMENTS THE PURPOSE OF THE LANCASTER GENERAL HEALTH (LG) 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 HEALTHCARE SERVICES. AS A REWARD FOR EMPLOYEES' CONTRIBUTIONS TO LANCASTER GENERAL HEALTH'S SUCCESS, THE PLAN PROVIDES THE OPPORTUNITY TO EARN MEANINGFUL INCENTIVE COMPENSATION BASED ON THE PERFORMANCE 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 THEREUNDER. ---------------------------

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NOVASTREAM LLC

    TELECOMM · PA · income $2,843,692 · assets $4,918,112

    Directly controlled by LG HOSPITAL

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PDCP 1740 FUND LP

    INVESTMENT · IL

    Directly controlled by NA

  • DVG 1740 FUND LP

    INVESTMENT · CT

    Directly controlled by NA

  • EAST MARSHALL STREET PARTNERSHIP LP

    INVESTMENT · PA

    Directly controlled by NA

  • FERN HILL PARTNERSHIP III LP

    RENTAL · PA

    Directly controlled by NA

  • FERN HILL LLC

    RENTAL · PA

    Directly controlled by NA

  • GALLOPAVO LP

    INVESTMENT · TX

    Directly controlled by NA

  • LANCASTER PET PARTNERSHIP LLP

    MEDICAL SERVI · PA

    Directly controlled by NA

  • LG HEALTH COMMUNITY CARE COLLABORATIVE

    RELATED · ACO · PA · 97% owned · share of income -$958,778 · share of assets $1,974,107

    Directly controlled by LG HOSPITAL

  • KINGSTOWN 1740 FUND LP

    INVESTMENT · NY

    Directly controlled by NA

  • MRI GROUP LLP

    MEDICAL SERVI · PA

    Directly controlled by NA

  • NEIGHBRHD PRES & DEV FUND LP

    RENTAL · PA

    Directly controlled by NA

  • OAKLANDS WAY MEDICAL BUILDING ASSOCIATES

    RENTAL · PA

    Directly controlled by NA

  • SRP INVESTORS FUND A LP

    INVESTMENT · TX

    Directly controlled by NA

  • JOG V C LIMITED PARTNERSHIP

    INVESTMENT · CA

    Directly controlled by NA

  • TURK'S HEAD SURGERY CENTER LLC

    MEDICAL SERVI · PA

    Directly controlled by NA

  • CYRUS 1740 MASTER FUND

    INVESTMENT · CJ

    Directly controlled by NA

  • JOG VI C LIMITED PARTNERSHIP

    INVESTMENT · CA

    Directly controlled by NA

  • LG HEALTH COMM CARE COLLAB II

    RELATED · ACO · PA · 97% owned · share of income $0 · share of assets $0

    Directly controlled by LG HOSPITAL

  • CYRUS 1740 FUND LP

    INVESTMENT · NY

    Directly controlled by NA

  • ST-TO RIBBIT OPPORTUNITY V LLC

    INVESTMENT · CA

    Directly controlled by NA

  • UNIVERSA BLACK SWAN PROTECTION PROTOCOL

    INVESTMENT · FL

    Directly controlled by NA

  • AXIS UKA GP LLC

    INVESTMENT · PA

    Directly controlled by NA

  • LIFT REAL ESTATE PARTNERS FUND II LP

    INVESTMENT · CA

    Directly controlled by NA

  • BEXP II (PARALLEL) LP

    INVESTMENT · TX

    Directly controlled by NA

  • FORERUNNER BUILDERS F-G LP

    INVESTMENT · CA

    Directly controlled by NA

  • GCM CARRIAGE SPV LP

    INVESTMENT · NY

    Directly controlled by NA

  • INITIALIZED CBH SPV LLC

    INVESTMENT · CA

    Directly controlled by NA

  • SAILINGSTONE GLOBAL NATURAL RESOURCES FU

    INVESTMENT · TX

    Directly controlled by NA

  • AUSTIN 512 LP

    INVESTMENT · TX

    Directly controlled by NA

  • BLACKSTONE REAL ESTATE PARTNERS VIITE5

    INVESTMENT · NY

    Directly controlled by NA

  • KEYFRAME 1740 FUND LP

    INVESTMENT · NY

    Directly controlled by NA

  • LIFT REAL ESTATE PARTNERS FUND III LP

    INVESTMENT · CA

    Directly controlled by NA

  • NEUBERGER BERMAN HEDGED CRYPTOCURRENCY

    INVESTMENT · NY

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CLINICAL HEALTH CARE ASSOC OF NJ PC

    C-CORP · PHYS MGMT · PA

    Directly controlled by CCA

  • DELANCEY CORPORATION

    C-CORP · RENTAL · PA

    Directly controlled by PA HOSPITAL

  • FRANKLIN CASUALTY INSURANCE CO

    C-CORP · INSURANCE · VT

    Directly controlled by TRUSTEES

  • NAYA 1740 FUND LTD

    C-CORP · INVESTMENT · CJ

    Directly controlled by TRUSTEES

  • UPENN HOSPITALITY INC

    C-CORP · HOTEL/RESTAUR · PA

    Directly controlled by TRUSTEES

  • PENN WHARTON CONSULTING (BEIJING) CO LTD

    C-CORP · BUS. CONSULTI · CH

    Directly controlled by UPENN INT'L

  • QUAKER INSURANCE COMPANY LTD

    C-CORP · SELF-INSURANC · BD

    Directly controlled by TRUSTEES

  • THE PAM 1740 FUND LTD

    C-CORP · INVESTMENT · CJ

    Directly controlled by TRUSTEES

  • TURK'S HEAD HEALTH SERVICES INC

    C-CORP · MEDICAL SERVI · PA

    Directly controlled by CCH&HS

  • ARCM 1740 FUND LTD

    C-CORP · INVESTMENT · CJ

    Directly controlled by TRUSTEES

  • PRINCETON HEALTH INC & SUBS

    C-CORP · MEDICAL · NJ

    Directly controlled by PHCS HOLDING

  • PHI PHARMACY INC

    C-CORP · INACTIVE · NJ

    Directly controlled by PHCS HOLDING

  • PENN MEDICINE LONDON LIMITED

    LIMITED COMPANY · NETWORKING · UK

    Directly controlled by UPENN INT'L

  • CYRUS 1740 FUND LTD

    LIMITED COMPANY · INVESTMENT · CJ

    Directly controlled by TRUSTEES

  • CLINICAL HEALTHCARE ASSOC OF NJ SP PC

    C-CORP · PHYS MGMT · PA

    Directly controlled by CCA

  • COVERED BRIDGE RECIP RISK RETENTION GRP

    C-CORP · FINANCIAL VEHICLE · SC

    Directly controlled by DH

  • DH PHYSICIANS AMBULATORY SERVICES

    C-CORP · MEDICAL SERVICES · PA

    Directly controlled by DHP

  • FRANKLIN HOLDINGS 1740 FUND LTD

    LIMITED COMPANY · INVESTMENTS · CJ

    Directly controlled by TRUSTEES

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2026
IRS schema version
2024v5.2
Source object
202601349349309360

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

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