2024-05-13T12:04:10-05:00 2023-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2022-07-01 232777286 LANCASTER GENERAL MEDICAL GROUP % GARY A WELCH LANC 7175444926 1097 COMMERCIAL AVENUE EAST PETERSBURG PA 17520 GARY A WELCH CFO 7175445658 2024-05-08 true GARY A WELCH 999009999 ANTONIO C RUSSO DIRECTOR P00858539 2673303000 2024-05-02 2 2022 2023-04-26 12:10:37Z GARY A WELCH 555 NORTH DUKE STREET LANCASTER PA 17602 163623728 false X WWW.LGHEALTH.ORG X 1994 PA PROVIDES SUPERIOR, COMPASSIONATE, INTEGRATED AND MULTI-SPECIALTY HEALTH CARE TO OUR PATIENTS AND COMMUNITIES WITHIN A TRUSTING AND REWARDING WORK ENVORONMENT. 7 0 1726 7 125879 13774 2541784 183123 137236129 142924713 0 0 19409349 20515892 159187262 163623728 0 0 0 0 172764323 188187446 0 0 0 64291231 73071093 237055554 261258539 -77868292 -97634811 36228702 31925170 29988665 22248934 6240037 9676236 X LANCASTER GENERAL MEDICAL GROUP WAS ORGANIZED PRINCIPALLY TO DEVELOP, OWN AND OPERATE OUTPATIENT HEALTH CARE PRACTICES AT WHICH PRIMARY AND SPECIALTY MEDICAL SERVICES ARE PROVIDED BY LICENSED PROVIDERS. LANCASTER GENERAL MEDICAL GROUP OPERATES PRIMARY CARE PRACTICES, SPECIALTY CARE PRACTICES, SURGICAL PRACTICES, EXPRESS CARE CLINICS AND URGENT CARE CENTERS. false false 102330130 0 75272844 PATIENT CARE, GENERAL/OTHER; PRIMARY CARE (525,712 VISITS) 57819392 0 32010534 PATIENT CARE, GENERAL/OTHER; SPECIALTY CARE (219,451 VISITS) 48778661 0 27536530 SURGICAL SPECIALISTS (119,383 VISITS) ALL OTHER PROGRAM SERVICES, INCLUDING BUT NOT LIMITED TO: ADMINISTRATION, URGENT CARE CENTERS & 28433337 0 28562077 HEALTH EXPRESS COST CENTERS (194,360 VISITS) 28433337 0 28562077 237361520 true false false true false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false true true false false false false false true false false false true X 78 0 false 1726 true true true false false false false false false false false false false false X 7 0 false false false false true true true true true false false true true true true true false true true false PA X GARY A WELCH 7175445658 555 NORTH DUKE STREET LANCASTER PA 17602 X Christopher Kager MD Neurosurgeon 55.0 0.0 X 1445375 0 58146 James Thurmond MD Managing Physician Neurosurger 55.0 0.0 X 1284207 0 53246 John J Herman Trustee 2.0 53.0 X 0 957628 125615 Robert Hernandez MD Neurosurgeon 55.0 0.0 X 959255 0 73566 Keith Ralph Kuhlengel MD Neurosurgeon 55.0 0.0 X 925060 0 19296 Michael Ripchinski MD President 2.0 53.0 X X 0 641162 186448 James Ku MD Trustee 55.0 0.0 X 775104 0 40965 T Raymond Foley MD Former Officer 2.0 53.0 X 770871 0 44692 James A Stuccio VICE PRESIDENT 47.0 8.0 X X 637246 0 117855 Paul Newman MD Executive Medical Director Spe 55.0 0.0 X 649918 0 64061 Margaret F Costella Esq Secretary 2.0 53.0 X X 0 450709 125756 Tammy Ober Vice President 2.0 53.0 X X 0 366602 97676 Paul M Conslato MD Director, Clinical Affairs 55.0 0.0 X 372224 0 60014 Gary S Gehman MD Trustee 55.0 0.0 X 339993 0 32100 Robert P Macina Esq Former Officer 2.0 13.0 X 0 349071 14031 Sean P Reynolds VP Operations, Physician Svcs 49.0 6.0 X 298560 0 52320 Kathryn F Weinrich ASSISTANT SECRETARY 2.0 53.0 X 0 192931 22324 Linda A Welker Treasurer 2.0 53.0 X X 0 173222 41136 Charmaine C Rochester Former Officer 2.0 53.0 X 0 165812 46645 8457813 3297137 1275892 356 true true false VANGUARD CLEANING SYSTEMS 115 ROUTE 46 WEST MOUNTAIN LAKES NJ 07046 CLEANING SERVICES 512684 1 183123 183123 OTHER NET PATIENT REVENUE 622110 74139660 74013781 125879 MEDICARE/MEDICAID 622110 66299521 66299521 CARE COORDINATION FEE REVENUE 900099 2485532 2485532 142924713 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SALES TO AFFILIATES FOR PROF. SRVCS 541900 7125539 7125539 MANAGEMENT FEE REVENUE 541900 2080884 2080884 SHARED SAVINGS 900099 5998170 5998170 5311299 5252679 58620 20515892 163623728 163256106 125879 58620 0 0 0 0 2817684 763688 2053996 0 0 148781797 139573243 9208554 0 6561752 6055102 506650 0 21028566 17417182 3611384 0 8997647 8314585 683062 0 0 2958 0 2958 0 0 0 0 0 1215855 1215341 514 0 142043 18247 123796 0 4279757 3499157 780600 0 172611 171106 1505 0 0 13495534 13339811 155723 0 94780 77604 17176 0 0 0 0 0 2824007 2793741 30266 0 5109265 4942420 166845 0 MEDICAL/SURGICAL SUPPLIES 24949314 24949314 0 0 MANAGEMENT FEE 10939957 9313595 1626362 0 PURCHASED SERVICES 9813112 4885485 4927627 0 BAD DEBT-OTHER 31900 31900 0 0 261258539 237361520 23897019 0 X 13160 3190 8920221 4605395 0 0 11228358 12385779 0 0 0 0 0 0 282290 321538 1005538 1340325 34036059 20810708 13196509 13225351 0 0 0 0 0 0 0 0 1582626 43592 36228702 31925170 22511735 19607994 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7476930 2640940 29988665 22248934 X 6230037 9665936 10000 10300 6240037 9676236 36228702 31925170 X -97634811 101071010 X X false true X true false X FORM 990, SCHEDULE A, PART I, LINE 3 INAPPLICABILITY OF SCHEDULE H ALTHOUGH LANCASTER GENERAL MEDICAL GROUP RECEIVES ITS PUBLIC CHARITY STATUS AS A HOSPITAL, IT IS NOT REQUIRED TO FILE FORM 990, SCHEDULE H, AS THE ORGANIZATION IS NOT A LICENSED HOSPITAL. ------------------------------ false false false false false false true 362 false false 362 false SCHEDULE C, PART II-B, LINE 1 DETAIL OF LOBBYING ACTIVITIES LANCASTER GENERAL MEDICAL GROUP ATTEMPTED TO INFLUENCE FOREIGN NATIONAL, STATE OR LOCAL LEGISLATION, INCLUDING AN ATTEMPT TO INFLUENCE PUBLIC OPINION ON A LEGISLATIVE MATTER OR REFERENDUM, THROUGH THE USE OF DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY. 20657187 8526838 12130349 13378872 12283870 1095002 13225351 0 MEDICAL MALPRACTICE LIABILITY 0 IBNR MEDICAL & DENTAL 1521376 DUE FROM AFFILIATES 1053878 OTHER LIABILITIES 65686 2640940 X 163623728 163623728 163623728 261258539 261258539 261258539 SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS RELATED PARTY TRANSFERS $101,024,451 OTHER NON-OPERATING INCOME 46,559 ----------- TOTAL $101,071,010 ------------------------------ SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2023 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. X false true X false true false false false true false true false James Thurmond MD Managing Physician Neurosurger 904679 0 335905 0 43623 0 31610 0 21636 0 1337453 0 0 0 Christopher Kager MD Neurosurgeon 896024 0 540457 0 8894 0 36510 0 21636 0 1503521 0 0 0 Robert Hernandez MD Neurosurgeon 801837 0 155393 0 2025 0 35750 0 37816 0 1032821 0 0 0 John J Herman Trustee 0 659762 0 275680 0 22186 0 98108 0 27507 0 1083243 0 0 James Ku MD Trustee 639601 0 81314 0 54189 0 35750 0 5215 0 816069 0 0 0 Keith Ralph Kuhlengel MD Neurosurgeon 636168 0 247888 0 41004 0 15250 0 4046 0 944356 0 0 0 Paul Newman MD Executive Medical Director Spe 601193 0 27813 0 20912 0 26020 0 38041 0 713979 0 0 0 James A Stuccio VICE PRESIDENT 511020 0 109367 0 16859 0 109561 0 8294 0 755101 0 0 0 Michael Ripchinski MD President 0 500376 0 109829 0 30957 0 159183 0 27265 0 827610 0 0 Margaret F Costella Esq Secretary 0 353747 0 89408 0 7554 0 120583 0 5173 0 576465 0 0 T Raymond Foley MD Former Officer 348605 0 147935 0 274331 0 35750 0 8942 0 815563 0 0 0 Paul M Conslato MD Director, Clinical Affairs 308053 0 58195 0 5976 0 35750 0 24264 0 432238 0 0 0 Gary S Gehman MD Trustee 301116 0 28690 0 10187 0 14426 0 17674 0 372093 0 0 0 Tammy Ober Vice President 0 295345 0 64050 0 7207 0 60989 0 36687 0 464278 0 0 Sean P Reynolds VP Operations, Physician Svcs 259799 0 37395 0 1366 0 30802 0 21518 0 350880 0 0 0 Kathryn F Weinrich ASSISTANT SECRETARY 0 189371 0 1000 0 2560 0 9770 0 12554 0 215255 0 0 Linda A Welker Treasurer 0 168172 0 1000 0 4050 0 8915 0 32221 0 214358 0 0 Charmaine C Rochester Former Officer 0 157989 0 0 7823 0 38762 0 7883 0 212457 0 0 Robert P Macina Esq Former Officer 0 105130 0 69122 0 174819 0 10793 0 3238 0 363102 0 0 SCHEDULE J, PART I, LINE 1A DETAIL OF ADDITIONAL BENEFITS PROVIDED TAX INDEMNIFICATION & GROSS UPS OFFICERS AND DIRECTORS ARE COMPENSATED BY LANCASTER GENERAL MEDICAL GROUP OR LANCASTER GENERAL HOSPITAL (EIN# 23-1365353), A RELATED ORGANIZATION. ------------------------------ SCHEDULE J, PART I, LINE 1B WRITTEN POLICY FOR GROSS UP PAYMENTS THERE ARE CURRENTLY NO WRITTEN POLICIES IN PLACE FOR GROSS UP PAYMENTS. ------------------------------ SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------ 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 SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: COSTELLA, MARGARET- NO DISTRIBUTION FOLEY, T RAYMOND- $164,257 RIPCHINSKI, MICHAEL- NO DISTRIBUTION MACINA, ROBERT- $124,729 STUCCIO, JAMES- NO DISTRIBUTION OBER, TAMMY-NO DISTRIBUTION THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") 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 CONTRIBTUIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIAPTION AND UPON THE OCCURENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VETING 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 FROM 990, PART VII, SECION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: HERMAN, JOHN -NO DISTRIBUTION ROCHESTER, CHARMAINE -NO DISTRIBUTION -------------------------------- SCHEDULE J, PART I, LINES 6a & 7 PROVISION OF NON-FIXED PAYMENTS THE PURPOSE OF THE LANCASTER GENERAL HEALTH, THE PARENT COMPANY OF LANCASTER GENERAL MEDICAL GROUP, 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 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 THERE UNDER. ------------------------------ GARY S GEHMAN MD TRUSTEE/SENIOR PHYSICIAN LEADER 151602 RENT false SHARON S CONSLATO MD WIFE OF KEY EMPLOYEE 396059 COMPENSATION false FORM 990, PART VI, SECTION A, LINE 6 DETAIL OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF LANCASTER GENERAL MEDICAL GROUP IS LANCASTER GENERAL HEALTH. THE SOLE MEMBER MAY INITIATE OR IMPLEMENT ANY PROPOSAL WITH RESPECT TO ANY OF THE FOLLOWING; AMENDMENT OF CHARTER,CERTIFICATE OF ARTICLES OF INCORPORATION OR BYLAWS; SALE, PURCHASE, LEASE OR ENCUMBRANCE WITH DEBT; THE TRANSFER OF ANY ASSETS OF THE CORPORATION, EXCLUDING EQUIPMENT; ELECTION OR REMOVAL OF THE BOARD OF TRUSTEES OF THE CORPORATION; THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; THE APPROVAL OF INVESTMENT ADVISORS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF THE CORPORATION; AND THE APPROVAL OF NON-BUDGETED EXPENDITURES. ------------------------- FORM 990, PART VI, SECTION A, LINE 7A DETAIL OF MEMBERS OR STOCKHOLDERS LANCASTER GENERAL HEALTH ELECTS THE BOARD OF TRUSTEES OF LANCASTER GENERAL MEDICAL GROUP. ------------------------- FORM 990, PART VI, SECTION A, LINE 7B DETAIL OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF LANCASTER GENERAL MEDICAL GROUP IS LANCASTER GENERAL HEALTH. THE SOLE MEMBER MAY INITIATE OR IMPLEMENT ANY PROPOSAL WITH RESPECT TO ANY OF THE FOLLOWING; AMENDMENT OF CHARTER, CERTIFICATE OF ARTICLES OF INCORPORATION OR BYLAWS; SALE, PURCHASE, LEASE OR ENCUMBRANCE WITH DEBT; THE TRANSFER OF ANY ASSETS OF THE CORPORATION, EXCLUDING EQUIPMENT; ELECTION OR REMOVAL OF THE BOARD OF TRUSTEES OF THE CORPORATION; THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; THE APPROVAL OF INVESTMENT ADVISORS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF THE CORPORATION; AND THE APPROVAL OF NON-BUDGETED EXPENDITURES. ------------------------- FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING WAS GATHERED AND THE RETURN WAS PREPARED BY THE FINANCE STAFF. THE CONTROLLER AND SELECT MEMBERS OF THE FINANCE MANAGEMENT TEAM REVIEWED THE COMPLETED FORM 990. IT WAS THEN PROVIDED TO PWC US TAX LLP FOR THEIR REVIEW. ------------------------- FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IN ORDER TO ASCERTAIN AND EVALUATE ACTUAL OR POTENTIAL CONFLICTS, CERTAIN INTERESTED PERSON ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON ENTERING EMPLOYMENT OR BECOMING A TRUSTEE OF LANCASTER GENERAL HEALTH OR AN AFFILIATE, AND OTHERS ARE ALSO REQUIRED TO FILL OUT SUCH A STATEMENT ON AN ANNUAL BASIS. IN ADDITION TO THIS REQUIREMENT, ALL OFFICERS AND TRUSTEES, REGARDLESS OF WHETHER OR NOT THEY HAVE FILLED OUT OR HAVE BEEN ASKED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT, HAVE AN ONGOING AFFIRMATIVE DUTY TO BRING TO THE ATTENTION OF LANCASTER GENERAL HEALTH, SITUATIONS WHICH MAY GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS DESCRIBED IN THE POLICY. ------------------------- FORM 990, PART VI, SECTION B, LINE 14 DOCUMENT RETENTION AND DESTRUCTION POLICY THE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, LINE 14. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BOARD. ------------------------- FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS 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 SO 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. ------------------------- FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABILITY TO THE PUBLIC LANCASTER GENERAL MEDICAL GROUP DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ------------------------- FORM 990, PART VII, SECTION A, LINE 1A DETAIL OF OFFICERS, DIRECTORS, TRUSTEES THE HOURS NOTED IN COLUMN (B) RELATE TO THE HOURS DEDICATED TO THE FILING ORGANIZATION AND/OR TO OTHER ORGANIZATIONS WITHIN THE LANCASTER GENERAL HEALTH SYSTEM. THE HOURS DISCLOSED RELATE TO TIME SERVED ON A BOARD AND/OR FOR SERVICES PROVIDED RESULTING IN COMPENSATION PAID. MEMBERS OF THE BOARD ARE NOT COMPENSATED FOR THEIR POSITION ON THE BOARD. COMPENSATION DISCLOSED RELATES TO OTHER SERVICES PERFORMED. LANCASTER GENERAL MEDICAL GROUP'S BOARD TERM RUNS JULY 1 TO JUNE 30. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A EITHER STARTED OR TERMED DURING THE JUNE 30, 2023 FISCAL YEAR: JAMES A. STUCCIO (TERM 02/10/23) KATHRYN F. WEINRICH (TERM 03/29/23) TAMMY L. OBER (START 01/27/23) COMPENSATION LISTED ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II REFLECTS COMPENSATION FOR CALENDAR YEAR 2022. -------------------------------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS RELATED PARTY TRANSFERS $101,024,451 OTHER NON-OPERATING INCOME 46,559 ----------- TOTAL $101,071,010 ------------------------------ FORM 990, PART XII, LINE 2B AUDITED FINANCIAL STATEMENTS THE FINANCIAL INFORMATION FOR LANCASTER GENERAL HEALTH AND ITS AFFILIATES, INCLUDING LANCASTER GENERAL MEDICAL GROUP WAS INCLUDED IN THE UNIVERSITY OF PENNSYLVANIA'S COMBINED FINANCIAL STATEMENTS AND AUDITED ON A CONSOLIDATED BASIS. ------------------------- THE LEONARD AND MADLYN ABRAMSON INST 421 CURIE BLVD 450 BRB II/III PHILADELPHIA PA 19104 232929823 MED RESEARCH PA 501(c)(3) 4 NA false CARL V S PATTERSON 19 UN OF PA C/O PNC BANK 620 LIBERTY AVE 10FL PITTSBURGH PA 15222 236415355 SUPPORT TRUST PA 4947(A)(1) N/A NA false CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER PA 19380 264233321 MGMT SRVCS PA 501(C)(3) 12, I TRUSTEES false CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(c)(3) 10 TRUSTEES false LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER PA 17602 232250941 SUPPORT ORG PA 501(C)(3) 12, II TRUSTEES false LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA PA 17512 230485650 FACILITY MGMT PA 501(C)(3) 3 LG HOSPITAL false LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER PA 17602 205767147 FUNDRAISING PA 501(C)(3) 7 NA false LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER PA 17602 204943109 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET LANCASTER PA 17602 231365353 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false MORRIS EST LYDIA T DECD TW 6325 S Rainbow Blvd Ste 300 Las Vegas NV 89118 236210940 SUPPORT TRUST NV 501(C)(3) 12, III-FI NA false NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER PA 19380 232324782 NURSING PA 501(C)(3) 12, I CCH&HS false NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER PA 19380 232324787 HEALTH SRVCS PA 501(C)(3) 10 CCH&HS false NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER PA 19380 231352243 NURSING PA 501(C)(3) 7 CCH&HS false OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA PA 19104 231986931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA PA 19104 232422635 HEALTHCARE PA 501(c)(3) 3 PMC false PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK NY 10036 232726687 CLUB NY 501(c)(7) N/A NA false PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 752974931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENN PRESS INC 3905 SPRUCE STREET PHILADELPHIA PA 19107 231876142 PUBLISHING PA 501(c)(3) 12, I TRUSTEES false PENNSYLVANIA COLLEGE OF HEALTH SCIENCES 850 GREENFIELD ROAD LANCASTER PA 17601 061645496 HEALTH EDU PA 501(C)(3) 2 LG HOSPITAL false PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA PA 19107 311538725 HEALTHCARE PA 501(C)(3) 3 TRUSTEES false PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA PA 19104 232351015 SUPPORT ORG PA 501(c)(3) 12, I NA false PHOENIXVILLE HOSPITAL OF UPHS 3001 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19104 232901089 SUPPORT ORG PA 501(c)(3) 3 TRUSTEES false PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232810852 HEALTHCARE PA 501(c)(3) 3 TRUSTEES false THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA PA 19102 810550464 BUS. TRUST PA 501(c)(3) 8 NA false CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER PA 19380 230469150 HEALTHCARE PA 501(C)(3) 3 CCH&HS false THE HEART GROUP OF LANCASTER GEN HEALTH 217 HARRISBURG AVENUE LANCASTER PA 17603 300634510 CARDIOLOGY PA 501(C)(3) 3 LG HEALTH false TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19104 231352685 EDUCATION PA 501(c)(3) 2 NA false UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 233021159 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA PA 19104 236299508 FAC. 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