2025-05-14T14:51:40-04:00 2024-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-07-01 231365353 LANCASTER GENERAL HOSPITAL % GARY A WELCH LANC 7175445658 555 NORTH DUKE STREET LANCASTER PA 17604 GARY A WELCH CFO 7175445658 2025-05-09 true true ANTONIO C RUSSO P00858539 2673303000 2025-05-01 2023 2025-03-06 01:10:19Z GARY A WELCH 555 NORTH DUKE STREET LANCASTER PA 17604 1627145142 false X www.lancastergeneralhealth.org X 1893 PA TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. 17 12 8880 294 4685423 450068 653717 224796 1338860212 1433241750 -1892883 4594561 132698222 187859273 1470319268 1625920380 4218963 3920159 0 0 660194175 656410571 0 0 516326 700260812 781082968 1364673950 1441413698 105645318 184506682 1182215778 1201045531 459519711 408994051 722696067 792051480 X 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. false false 307865484 0 326268366 PHARMACY 204124437 0 287265501 SURGICAL SERVICES 188010553 0 227753655 NURSING SERVICES 475444204 3920159 766978502 1175444678 true true false true false false false false false true true false false false true true false true false false false false false false false false true true true false true true false false false false false false false false true false false false false false true true true true false false true X 355 0 true 8880 true true true false false false false false false false false false true false X 17 12 true false false false true true true true true false false true true true true true false true true true true PA X GARY A WELCH 7175445658 555 NORTH DUKE STREET LANCASTER PA 17602 X Kevin B Mahoney Trustee 2.0 53.0 X 0 2777146 20761 Keith A Kasper Trustee 2.0 53.0 X 0 1810167 18466 Sriram Venigalla MD Radiation Oncologist 55.0 0.0 X 1491509 0 47513 Michael R Ripchinski MD Chief Physician Executive 49.0 6.0 X 1224064 0 198994 Jeremy McGarvey MD Cardiothoracic Surgeon 55.0 0.0 X 1027531 0 71771 Mark Epler MD Cardiothoracic Surgeon 55.0 0.0 X 990985 0 43374 John J Herman Chief Executive Officer 2.0 53.0 X X 0 993017 7494 Stacey G Youcis Former Officer 0.0 55.0 X 849795 0 114255 Pamela Boimel MD Radiation Oncologist 55.0 0.0 X 938731 0 19371 Robert K Klinghoffer Wenger MD Cardiothoracic Surgeon 55.0 0.0 X 867198 0 35010 Margaret F Costella Esq SVP, General Counsel-Corp Secr 43.0 12.0 X 717658 0 135497 Gary R Davidson SVP and CIO 53.0 2.0 X 683408 0 69276 Michael Barber Chief Operating Officer 53.0 2.0 X 585867 0 1733 James A Stuccio Former Officer 0.0 0.0 X 0 548111 23194 Tammy L Ober SVP, Service Lines 47.0 8.0 X 456441 0 94261 Geoffrey W Eddowes SVP, Hospital Operations & Wom 53.0 2.0 X 443682 0 101367 Kenneth R Arthur MD Trustee 2.0 53.0 X 0 453941 59192 Lanyce A Roldan Former Officer 0.0 0.0 X 445255 0 20139 Brian R Burgess Former Officer 0.0 0.0 X 433928 0 25313 Richard D Paoletti Former Officer 0.0 55.0 X 0 398823 5835 Sean P Reynolds VP, Operations-Physician Svcs 2.0 53.0 X 0 309425 58834 Edward J Maloney VP, IT Shared Services and Ope 53.0 2.0 X 321844 0 34168 Timothy C Zellers Chief Nursing Officer 53.0 2.0 X 295173 0 51797 Kay A Brady Chief Human Resources Officer 53.0 2.0 X 286764 0 54555 Edmond K Kabagambe PhD VP, Research Administration 53.0 2.0 X 287948 0 37060 Christine M Stabler MD Former Officer 0.0 55.0 X 283695 0 31179 Lawrence F Strassner III PhD Former Officer 0.0 0.0 X 262310 0 37822 Douglas W Rinehart VP, Controller 51.0 4.0 X 269288 0 30075 Denise A Kennedy VP, Financial Services 53.0 2.0 X 277833 0 21507 Jennifer L Groff VP, Organizational Advancement 2.0 53.0 X 0 231818 35691 Kevin D Turner VP, Primary Care & Ambulatory 53.0 2.0 X 220526 0 41208 Elizabeth H Katz VP, Risk Mgmt & Corp Complianc 53.0 2.0 X 221260 0 24935 Matthew E Parido VP, Institutional Affairs 53.0 2.0 X 208363 0 18380 Linda A Welker VP, Controller 43.0 12.0 X 188644 0 36837 Donise A Musheno VP, Quality & Regulatory Affai 53.0 2.0 X 201847 0 22569 Toni Donovan VP, Marketing 53.0 2.0 X 177275 0 15271 Alexandra O Jorgensen Former Officer 0.0 55.0 X 156597 0 0 T Raymond Foley MD Former Officer 0.0 0.0 X 0 116317 0 Paul F Carroll MD Trustee 53.0 2.0 X 62416 0 2387 Gary A Welch Chief Financial Officer 51.0 4.0 X 53527 0 1351 Thomas T Baldrige Trustee 2.0 2.0 X 0 0 0 Ross W Kramer Trustee 2.0 2.0 X 0 0 0 Edward W Monborne Trustee 2.0 2.0 X 0 0 0 Lori A Pickell Trustee 2.0 2.0 X 0 0 0 Pedro A Rivera Trustee 2.0 2.0 X 0 0 0 Neal Salerno Vice Chairperson 2.0 2.0 X X 0 0 0 Carolyn F Scanlan Chairperson 2.0 2.0 X X 0 0 0 Kathleen A Smarilli Trustee 2.0 2.0 X 0 0 0 Kim R Smith Esq Trustee 2.0 2.0 X 0 0 0 Jordan D Space Trustee 2.0 2.0 X 0 0 0 D Michael Wege Trustee 2.0 2.0 X 0 0 0 Daniel A Wubah PhD Trustee 2.0 2.0 X 0 0 0 12347781 7290630 1349230 1248 true true false BENCHMARK DRISCOLL 401 EAST CITY AVE STE 500 BALA CYNWYD PA 19004 CONSTRUCTION SRVCS 20421243 OAL REALTY LP 170 NORTH POINTE BLVD LANCASTER PA 17601 PROPERTY MGMT SRVCS 1759991 COGDELL HEALTH CAMPUS MOB LP 32575 COLLECTION DR CHICAGO IL 60693 PROPERTY MGMT SRVCS 1662360 NUWEST GROUP HOLDINGS LLC PO BOX 940 ROSEVILLE CA 95661 EMPLOYMENT SERVICES 1362923 NORLANCO REAL ESTATE PARTNERSHIP PO BOX 521 ELIZABETHTOWN PA 17022 PROPERTY MGMT SRVCS 1009184 42 0 0 0 0 0 224796 0 224796 OTHER NET PATIENT REVENUE 622110 830206991 826636291 3570700 0 MEDICARE/MEDICAID NET PATIENT REVENUE 622110 591275478 591275478 0 0 RENT REVENUE FROM AFFILIATES 531190 10368488 10368488 0 0 MISCELLANEOUS RETAIL SALES 541900 358555 358555 0 0 EQUITY IN EARNINGS 900099 1032238 1032238 0 0 1433241750 3763131 0 0 3763131 0 0 0 0 0 2056193 1224762 831431 831430 0 0 831430 0 0 0 0 0 0 0 0 0 CONVENIENCE PHARMACY REVENUE 446110 143911119 143911119 0 0 MANAGEMENT FEE REVENUE 541200 16237628 15993783 243845 0 SALE OF SERVICE 541900 10863547 10066126 797421 0 16846979 5053246 73457 11720276 187859273 1625920380 1604695324 4685423 16314837 3920159 3920159 0 0 0 0 0 0 6665470 0 6665470 0 0 0 0 0 509344981 449851213 59453101 40667 26054929 22697468 3355240 2221 78070180 67185804 10811293 73083 36275011 30882522 5367866 24623 0 0 0 0 29614 0 29614 0 0 0 0 0 71274 0 71274 0 0 0 0 0 0 0 20552731 14562230 5987985 2516 439829 438703 0 1126 20824593 15427984 5379069 17540 261623 197077 64496 50 0 0 0 0 34165168 24883637 9281531 0 1038847 745334 287443 6070 0 0 0 0 0 0 0 0 10770587 10770587 0 0 0 0 0 0 57983444 506755 57476689 0 11249162 20412 11228750 0 MED/SURG SUPPLIES 389727707 388869972 851937 5798 MANAGEMENT FEE 141493695 105016049 36477646 0 PURCHASED SERVICES 64719481 39468772 24908077 342632 STATEWIDE ASSESSMENTS 27119372 0 27119372 0 635841 635841 1441413698 1175444678 265452694 516326 19202 44220 94520412 117381183 1090314 28508 184503508 228477441 0 0 0 0 67783954 10474458 25480063 34539400 10470333 28005068 1498200187 792204403 738947516 705995784 29935082 41496013 0 0 0 0 0 0 29465394 34603456 1182215778 1201045531 101878574 70010818 0 0 1706651 4011952 213000077 195900206 0 0 0 0 0 0 0 0 142934409 139071075 459519711 408994051 X 685845071 750576803 36850996 41474677 722696067 792051480 1182215778 1201045531 X 184506682 1635816 0 0 0 -116787085 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 12754 true 6499 true 71274 true 11620 true 108927 true 2918 213992 false SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF LOBBYING ACTIVITIES LANCASTER GENERAL HOSPITAL ATTEMPTED TO INFLUENCE FOREIGN, NATIONAL, STATE OR LOCAL LEGISLATION, INCLUDING ANY ATTEMPT TO INFLUENCE PUBLIC OPINION ON A LEGISLATIVE MATTER OR REFERENDUM THROUGH THE USE OF MAILINGS, PUBLICATIONS, GRANTS, DIRECT CONTACT, RALLIES, DEMONSTRATIONS, SEMINARS, CONVENTIONS, SPEECHES, LECTURES OR OTHER SIMILAR MEANS. 20698354 1443899 1735584 0 158339 16535 23702963 20394406 284084 366759 0 328103 18792 20698354 20604246 465744 -412667 0 258965 3952 20394406 14194411 1000000 5609756 0 196129 3792 20604246 12969125 868837 568696 209022 3225 14194411 0.08000 0.82000 0.10000 false true true 43811754 43811754 734822460 328509873 406312587 28560193 17850339 10709854 685500052 440496605 245003447 5505728 5347586 158142 705995784 0 LONG TERM NOTE PAYABLE 119525000 EST THIRD PARTY SETTLEMENTS 3107211 OTHER LONG-TERM LIABILITIES 5985347 INTEREST PAYABLE 2377982 OTHER CURRENT LIABILITIES 8075535 139071075 X 1729216521 1635815 0 0 101906147 103541962 1625674559 0 245821 245821 1625920380 1441315862 0 0 0 -97836 -97836 1441413698 1441413698 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS LANCASTER GENERAL HOSPITAL UTILIZES THE ENDOWMENT FUNDS IN ACCORDANCE WITH THEIR TAX-EXEMPT PURPOSE AND AS SPECIFIED BY THE DONOR. --------------------------- 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 70) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2024 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. ------------------------- SCHEDULE D, PART XI & XII PART XI, LINE 2D CONSISTS OF: $ 109,272,622 RELATED PARTY TRANSFERS (11,182,477) OTHER ENTITY TRANSFERS 3,139,221 INTEREST IN TRANSFERS-TEMP RESTRICTED CONTRIBUTIONS 528,795 INTEREST IN TRANSFERS-RESTRICTED CONTRIBUTIONS 147,986 INTERCOMPANY TRANSACTIONS -------------- $ 101,906,147 TOTAL --------------------------------- PART XI, LINE 4B CONSISTS OF: $ 245,821 PERSONNEL BILLING REIMBURSEMENT -------------- $ 245,821 TOTAL --------------------------------- PART XII, LINE 2D CONSISTS OF: $ (245,821) PERSONNEL BILLING REIMBURSEMENT 147,985 INTERCOMPANY TRANSACTIONS -------------- $ (97,836) TOTAL --------------------------------- true true X true X 300. true X true true false true true 9687274 0 9687274 0.00670 185628123 90152390 95475733 0.06620 195315397 90152390 105163007 0.07290 9176466 2726981 6449485 0.00450 13573497 38031 13535466 0.00940 828004 0 828004 0.00060 23577967 2765012 20812955 0.01450 218893364 92917402 125975962 0.08740 665414 0 665414 0.00050 665414 0 665414 0.00050 true 23280000 0 503361052 635717436 -132356384 X true false 2 1 LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET PO BOX 3555 LANCASTER PA 17602 WWW.LGHEALTH.ORG LICENSE# 120801 X X X X X A 2 WOMEN AND BABIES HOSPITAL 690 GOOD DRIVE PO BOX 3750 LANCASTER PA 176043750 WWW.LGHEALTH.ORG LICENSE# 120801 X X X A A 12 false false true X X X X X X X X X 21 true true false true X SEE SCH H, PART V, SECTION C X X true 21 true SEE SCH H, PART V, SECTION C false true X 300. 400. X true true X X X true X SEE SCH H, PART V, SECTION C X SEE SCH H, PART V, SECTION C X SEE SCH H, PART V, SECTION C X X X X X X true X false X X true X false false PART V, SECTION B, LINE 5 - INPUT FROM COMMUNITY TO GATHER BROAD COMMUNITY INPUT ABOUT THE COUNTY'S MOST IMPORTANT HEALTH PROBLEMS, WE INTERVIEWED 41 COMMUNITY PARTNERS ABOUT THE STRENGTHS OF LANCASTER COUNTY, BARRIERS TO GOOD HEALTH, COMMUNITY CAPACITY TO MEET COMMUNITY HEALTH NEEDS, AND WHAT IS NEEDED TO ENSURE THAT EVERYONE IN LANCASTER COUNTY CAN ACHIEVE THEIR BEST HEALTH. THESE PARTNERS INCLUDED LEADERS IN VARIOUS SECTORS INCLUDING PUBLIC HEALTH, BUSINESS, HOUSING, ADVOCACY, MENTAL HEALTH, SUBSTANCE USE, HEALTHCARE SERVICES, EDUCATION, PLANNING, PHILANTHROPY, AND SOCIAL SERVICES. THE 41 INDIVIDUALS REPRESENTED THE FOLLOWING ORGANIZATIONS: BRIGHT SIDE OPPORTUNITIES CENTER, CENTRAL PENN BUSINESS GROUP ON HEALTH, CENTRAL PENNSYLVANIA FOOD BANK, CHI ST. JOSEPH'S CHILDREN'S HEALTH, CHURCH WORLD SERVICE, COMMUNITY ACTION PARTNERSHIP, COMPASSMARK, FRANKLIN & MARSHALL COLLEGE, HDC MID-ATLANTIC, HOPE WITHIN, LANCASTER CHAMBER, LANCASTER CITY & COUNTY MEDICAL SOCIETY, LANCASTER COUNTY BEHAVIORAL HEALTH & DISABILITIES SERVICES, LANCASTER COUNTY CHILDREN & YOUTH, LANCASTER COUNTY COMMUNITY FOUNDATION, LANCASTER COUNTY COURTS, LANCASTER COUNTY DRUG & ALCOHOL COMMISSION, LANCASTER COUNTY EMS, LANCASTER COUNTY IU-13, LANCASTER COUNTY PLANNING COMMISSION, LANCASTER HARM REDUCTION PROJECT, LAUNCH COMMUNITY HEALTH, LGBTQ+ COALITION, LOHF, MENTAL HEALTH AMERICA, NAACP LANCASTER, PENNSYLVANIA STATE HEALTH CENTER, RASE PROJECT, SACA, SAN JUAN BAUTISTA, TENFOLD, UNION COMMUNITY CARE, UNITED WAY OF LANCASTER COUNTY, WELLSPAN HEALTH, AND YWCA. WE ALSO COMPLETED AN ONLINE SURVEY WITH THE PUBLIC FROM OCTOBER 14 TO NOVEMBER 15, 2021. LINKS TO THE SURVEY WERE POSTED ON SOCIAL MEDIA, PRINTED IN THE LOCAL NEWSPAPER, AND EMAILED TO LISTS OF COMMUNITY PARTNERS TO SHARE WITH THE PUBLIC. THE SURVEY WAS AVAILABLE IN ENGLISH AND SPANISH, AND A TOTAL OF 1,008 INDIVIDUALS COMPLETED THE SURVEY. WELLSPAN HEALTH AND PENN MEDICINE LANCASTER GENERAL HEALTH ALSO INVITED LANCASTER COUNTY COMMUNITY MEMBERS TO ATTEND A VIRTUAL DISCUSSION IN EARLY NOVEMBER 2021 TO VIEW A PRESENTATION OF COMMUNITY HEALTH DATA AND CONTRIBUTE INPUT ABOUT COMMUNITY HEALTH PRIORITIES. THESE PRESENTATIONS WERE OFFERED AT A VARIETY OF TIMES AND DAYS OF THE WEEK TO ACCOMMODATE DIFFERENT SCHEDULES. A TOTAL OF 70 COMMUNITY MEMBERS ATTENDED THESE SESSIONS. EACH HEALTH SYSTEM PROVIDED UPDATES ABOUT COMMUNITY BENEFIT ACTIVITIES CONDUCTED SINCE THE LAST CHNA, FOLLOWED BY A SUMMARY OF KEY HEALTH INDICATORS FOR LANCASTER COUNTY. NEXT, COMMUNITY MEMBERS RESPONDED TO QUESTIONS ABOUT LANCASTER COUNTY'S HEALTH RESOURCES, CHALLENGES, AND PRIORITIES ELECTRONICALLY USING POLL EVERYWHERE. FOR EACH QUESTION, COMMUNITY MEMBERS COULD VIEW OTHER PARTICIPANTS' ANSWERS AND VOTE IN AGREEMENT. THIS PROCESS HELPS BUILD CONSENSUS AROUND PRIORITY ISSUES. ------------------------- PART V, SECTION B, LINE 6A - JOINT CHNA THIS COMMUNITY HEALTH NEEDS ASSESSMENT FOR LANCASTER COUNTY, PENNSYLVANIA WAS CONDUCTED COLLABORATIVELY BY PENN MEDICINE LANCASTER GENERAL HEALTH (LANCASTER GENERAL HOSPITAL, WOMEN & BABIES HOSPITAL, LANCASTER REHABILITATION HOSPITAL, AND LANCASTER BEHAVIORAL HEALTH HOSPITAL), WELLSPAN HEALTH (WELLSPAN EPHRATA COMMUNITY HOSPITAL). ------------------------- PART V, SECTION B, LINE 7A - CHNA AVAILABILITY THE CHNA REPORT CAN FOUND AT: HTTPS://WWW.LANCASTERGENERALHEALTH.ORG/ABOUT-LANCASTER-GENERAL-HEALTH/CARI NG-FOR-OUR-COMMUNITY/NEEDS-ASSESSMENT-AND-IMPROVEMENT-PLAN ------------------------- PART V, SECTION B, LINE 7D - JOINT CHNA THE COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION STRATEGY WERE PRESENTED TO THE PUBLIC AT TWO COMMUNITY EVENTS IN 2022: THE HOURGLASS FOUNDATION'S FIRST FRIDAY FORUM AND THE LANCASTER COUNTY HEALTH SUMMIT COORDINATED BY THE CENTRAL PENNSYLVANIA BUSINESS GROUP ON HEALTH. -------------------- PART V, SECTION B, LINE 9 - TAX YEAR THE MOST RECENT IMP. WAS ADOPTED THE ORGANIZATION'S MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED BY 5/19/2022, AS PERMITTED UNDER THE REGULATIONS. ------------------------- PART V, SECTION B, LINE 10A - IMPLEMENTATION PLAN AVAILABILITY THE MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY CAN BE FOUND AT: HTTPS://WWW.LANCASTERGENERALHEALTH.ORG/ABOUT-LANCASTER-GENERAL-HEALTH/CARI NG-FOR-OUR-COMMUNITY/NEEDS-ASSESSMENT-AND-IMPROVEMENT-PLAN ------------------------- PART V, SECTION B, LINE 11 - ADDRESSING NEEDS USING DATA ON MORBIDITY AND MORTALITY, PREVALENCE, AND TRENDS, AS WELL AS COMMUNITY SURVEY RESULTS AND INTERVIEWS ABOUT HEALTH PRIORITIES, WE IDENTIFIED THREE SIGNIFICANT COMMUNITY HEALTH PRIORITIES IN THE 2022 LANCASTER COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT: A SAFE AND HEALTHY ENVIRONMENT, HEALTHCARE ACCESS AND QUALITY, AND MENTAL HEALTH. IN OUR IMPLEMENTATION STRATEGY, WE HAVE DEVELOPED 8 SPECIFIC GOALS AND 48 MEASURABLE OBJECTIVES TO MEET OUR COMMUNITY'S NEEDS. A BROAD OVERVIEW OF OUR STRATEGIES IS DESCRIBED BELOW: TO ADDRESS SAFE AND HEALTHY ENVIRONMENT, WE ARE IMPROVING ACCESS TO HEALTHY FOOD FOR INDIVIDUALS WITH FOOD INSECURITY BY OPERATING A MOBILE FRESH FOOD PANTRY IN COLUMBIA, PA AND BY OFFERING A FREE FOOD FARMACY PROGRAM FOR FOOD INSECURE PATIENTS WITH DIET-RELATED CHRONIC DISEASES. WE ARE ALSO REDUCING LEAD POISONING AMONG CHILDREN AND PREGNANT PEOPLE BY REMEDIATING HOMES THROUGH OUR LEAD-FREE FAMILIES PROGRAM. TO ADDRESS HEALTHCARE ASSESS AND QUALITY, WE ARE SCREENING PATIENTS FOR SOCIAL DETERMINANTS OF HEALTH AND CONNECTING PATIENTS WITH COMMUNITY RESOURCES TO SUPPORT THEIR SOCIAL NEEDS. WE ARE ALSO REDUCING HEALTH DISPARITIES BY DEVELOPING A DIVERSITY, EQUITY, AND INCLUSION PLAN FOR THE ORGANIZATION, COLLECTING DEMOGRAPHIC DATA AND TRACKING HEALTH EQUITY METRICS, STRENGTHENING OUR SERVICES FOR LGBTQ+ PATIENTS, CREATING A STREET MEDICINE PROGRAM FOR INDIVIDUALS EXPERIENCING HOMELESSNESS, AND REDUCING DISPARITIES IN MATERNAL MORTALITY AND COLORECTAL CANCER. TO ADDRESS MENTAL HEALTH, WE ARE INCREASING SCREENING FOR DEPRESSION IN PRIMARY CARE, TRAINING ORGANIZATIONS AND INDIVIDUALS IN THE COMMUNITY ABOUT TRAUMA-INFORMED PRACTICES, IMPLEMENTING COMPREHENSIVE APPROACHES TO REDUCE OVERDOSE DEATHS, AND EXPANDING ACCESS TO BEHAVIORAL HEALTH SERVICES. ------------------------- PART V, SECTION B, LINE 16A,B,C - FINANCIAL ASSISTANCE POLICY AVAILABILITY A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.LANCASTERGENERALHEALTH.ORG/PATIENT-AND-VISITOR-INFORMATION/PAT IENT-INFORMATION/BILLING-INSURANCE-AND-PRICING/FINANCIAL-ASSISTANCE PART V, SECTION B, LINE 20A,D - ECA & PRESUMPTIVE ELIGIBLE DETERMINATIONS LANCASTER GENERAL HOSPITAL DOES NOT PERFORM EXTRAORDINARY COLLECTION ACTIONS OR MAKE PRESUMPTIVE ELIGIBILITY DETERMINATIONS. ------------------------- 22 ANN B BARSHINGER CANCER INSTITUTE 2102 HARRISBURG PIKE LANCASTER PA 17604 OUTPATIENT SERVICES SUBURBAN OUTPATIENT PAVILION 2100 HARRISBURG PIKE PO BOX 3200 LANCASTER PA 17604 OUTPATIENT SERVICES HARRISBURG AVE-LANCASTER CITY OP CENTER 217 HARRISBURG AVENUE LANCASTER PA 17603 OUTPATIENT SERVICES KISSEL HILL OUTPATIENT CENTER 51 PETERS ROAD LITITZ PA 17543 OUTPATIENT SERVICES DOWNTOWN OUTPATIENT PAVILION 540 NORTH DUKE STREET LANCASTER PA 17604 OUTPATIENT SERVICES WILLOW LAKES OUTPATIENT CENTER 212 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 OUTPATIENT SERVICES LANCASTER GENERAL HEALTH CTR-PARKESBURG 950 S OCTORARA TRAIL PARKESBURG PA 19365 OUTPATIENT SERVICES NORLANCO OUTPATIENT CENTER 424 CLOVERLEAF ROAD ELIZABETHTOWN PA 17022 OUTPATIENT SERVICES COLUMBIA OUTPATIENT CENTER 306 NORTH SEVENTH STREET PO BOX 92 COLUMBIA PA 17512 OUTPATIENT SERVICES LANCASTER GENERAL HEALTH CENTER-LEBANON 1701 CORNWALL ROAD LEBANON PA 17042 OUTPATIENT SERVICES NEUROSCIENCE INSTITUTE 2150 HARRISBURG PIKE LANCASTER PA 17601 OUTPATIENT SERVICES WALTER L AUMENT FAMILY HEALTH CENTER 317 SOUTH CHESTNUT STREET QUARRYVILLE PA 17566 OUTPATIENT SERVICES WOMEN'S OUTPATIENT CENTER 690 GOOD DRIVE LANCASTER PA 17604 OUTPATIENT SERVICES LG HEALTH SPECIALTY CENTER EPHRATA 1261 DIVISION HIGHWAY EPHRATA PA 17522 OUTPATIENT SERVICES LINCOLN OUTPATIENT CENTER 101 LARKSPUR LANE EPHRATA PA 17522 OUTPATIENT SERVICES MANHEIM OUTPATIENT CENTER 700 LANCASTER ROAD MANHEIM PA 17545 OUTPATIENT SERVICES EDEN PHYSICAL THERAPY 730 EDEN ROAD LANCASTER PA 17601 OUTPATIENT SERVICES EPHRATA OUTPATIENT CENTER 895 EAST MAIN STREET EPHRATA PA 17522 OUTPATIENT SERVICES STRASBURG 505 HISTORIC DRIVE STRASBURG PA 17579 OUTPATIENT SERVICES COUNTY LINE OUTPATIENT CENTER 5360 LINCOLN HIGHWAY GAP PA 17527 OUTPATIENT SERVICES CROOKED OAK OUTPATIENT CENTER 1671 CROOKED OAK DRIVE LANCASTER PA 17601 OUTPATIENT SERVICES ROCK MEDICAL 201 ROCK LITITZ BLVD POD 2 SUITE 1 LITITZ PA 17543 OUTPATIENT SERVICES PART I, LINE 3C - FEDERAL POVERTY GUIDELINES LANCASTER GENERAL HOSPITAL FOLLOWS THE FEDERAL POVERTY GUIDELINES AS WELL AS LIQUID ASSETS FOR FREE CARE AND DISCOUNTED CARE. ------------------------- PART I, LINE 5B - FREE OR DISCOUNTED CARE BUDGET LANCASTER GENERAL HOSPITAL PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $31,381,928, UNDER THE GUIDELINES OF ITS CHARITY CARE POLICY. THIS AMOUNT WAS LESS THAN ITS BUDGETED AMOUNT OF $33,466,990 BY $2,085,062. THE PRIOR YEAR FINANCIAL ASSISTANCE TOTAL WAS $31,775,719. ------------------------- PART I, LINE 6B - COMMUNITY BENEFIT REPORT LANCASTER GENERAL HOSPITAL MAKES AVAILABLE TO THE PUBLIC AN ANNUAL REPORT WHICH INCLUDES INFORMATION ABOUT COMMUNITY BENEFIT AND HEALTH EFFORTS. ------------------------- PART I, LINE 7A - EXPLANATION OF COSTING METHODOLOGY THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $635,841 RELATED TO NON-PATIENT BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2024. CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. A COST ACCOUNTING SYSTEM WAS USED TO CALCULATE THE COST TO CHARGE RATIO BY CALCULATING TOTAL PATIENT CHARGES AND THE COSTS RELATED TO THESE CHARGES. THIS SYSTEM ADDRESSES ALL PATIENT SEGMENTS. -------------------- PART I, LINE 7A(C) FINANCIAL ASSISTANCE AT COST WAS CALCULATED USING THE COST ACCOUNTING SYSTEM COST TO CHARGE RATIO. ------------------------- PART I, LINE 7 - PERCENT OF TOTAL EXPENSE THE PERCENT OF TOTAL EXPENSE IS CALCULATED USING THE FUNCTIONAL EXPENSE FROM FORM 990, PART IX, LINE 25. ------------------------- PART II, LINE 7 - DESCRIPTION OF COMMUNITY BUILDING ACTIVITIES COMMUNITY HEALTH IMPROVEMENT ADVOCACY INCLUDES SALARIES FOR FINANCIAL COUNSELORS WHO DISCUSS ELIGIBILITY AND REGISTER PATIENTS FOR ALL GOVERNMENTAL AND FINANCIAL ASSISTANCE PROGRAMS. -------------------- PART III, LINE 2 - IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED IS BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). ------------------------- PART III, LINE 3 - FAP ELIGIBLE BAD DEBT CALCULATION AMOUNT IS ZERO BECAUSE THESE ACCOUNTS WOULD NOT BE INCLUDED AS BAD DEBT BUT WOULD BE INCLUDED AS CHARITY CARE. ------------------------- PART III, LINE 4 - IMPLICIT PRICE CONCESSION FOOTNOTE THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 18 OF THE ELECTRONICALLY ATTACHED COMBINED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. ------------------------- PART III, LINE 8 - COMMUNITY BENEFIT METHOD-MEDICARE A COST ACCOUNTING SYSTEM WAS USED IN ORDER TO ATTAIN MORE PRECISE AMOUNTS REPORTED ON FORM 990, SCHEDULE H, PART III, SECTION B, LINES 5 AND 6 RATHER THAN AMOUNTS FROM LANCASTER GENERAL HOSPITAL'S MEDICARE COST REPORT FOR FISCAL YEAR 2024. THE $132,356,384 REPORTED AS A SHORTFALL ON LINE 7 SHOULD BE TREATED AS COMMUNITY BENEFIT AS IT REPRESENTS COSTS NOT RECOVERED AS A RESULT OF SERVING THE MEDICARE POPULATION. IF LANCASTER GENERAL HOSPITAL WOULD NOT SERVE THIS POPULATION, THE SHORTFALL WOULD BE ALLOCATED WITHIN THE COMMUNITY IN AREAS DEEMED A PRIORITY BY THE MISSION & COMMUNITY BENEFIT COMMITTEE. THE TOTAL REVENUE REPORTED ON THE MEDICARE COST REPORT WAS $225,985,040 AND INCLUDES BAD DEBT, INDIRECT MEDICAL EDUCATION (IME) PAYMENTS, COINSURANCES, AND DEDUCTIBLES. DIRECT GRADUATE MEDICAL EDUCATION (GME) REVENUE IS REPORTED ON SCHEDULE H, PART I, LINE 7F, HEALTH PROFESSIONS EDUCATION AND THEREFORE IS EXCLUDED FROM THIS AMOUNT. THE TOTAL EXPENSE REPORTED ON THE MEDICARE COST REPORT WAS $206,478,481. PHYSICIAN, CRNA, AND LABORATORY SERVICES REVENUE AND EXPENSE RELATED TO THESE SERVICES ARE REMOVED FROM THE MEDICARE COST REPORT. PHYSICIAN, CRNA, AND LABORATORY SERVICES REVENUE AND EXPENSE ARE INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE H, PART III, SECTION B, LINE 7 DERIVED FROM THE COST ACCOUNTING SYSTEM. ------------------------- PART III, LINE 9B - COLLECTION PRACTICES LANCASTER GENERAL HOSPITAL'S CURRENT COLLECTION POLICY DOES NOT CONTAIN PROVISIONS ON THE COLLECTION PRACTICES TO FOLLOW FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE. PATIENTS WHO ARE APPROVED FOR PARTIAL DISCOUNTS WITHIN FA ARE FORWARDED TO COLLECTIONS IF THE BALANCE IS NOT PAID. ------------------------- PART VI, LINE 2 - NEEDS ASSESSMENT IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT, OUR ORGANIZATION MAINTAINS AND MONITORS A COMPREHENSIVE DASHBOARD OF COMMUNITY HEALTH INDICATORS AT LGHEALTH.ORG/COUNTYHEALTHDATA. THIS DASHBOARD INCLUDES DATA INDICATORS ON MANY DIFFERENT HEALTH TOPICS AND ALLOWS US TO MONITOR CHRONIC DISEASES, HEALTH BEHAVIORS, MORTALITY RATES, AND OTHER INDICATORS. EVERY YEAR, WE PRODUCE AN ANNUAL COMMUNITY HEALTH UPDATE WITH CURRENT DATA AND ANY EMERGING COMMUNITY HEALTH NEEDS WE HAVE IDENTIFIED SINCE THE LAST CHNA. TO CONTINUOUSLY UNDERSTAND THE COMMUNITY'S HEALTH NEEDS, LG HEALTH PARTICIPATES IN MANY CROSS-SECTOR COLLABORATIVE GROUPS IN OUR COMMUNITY. WE LEAD TWO MAJOR COALITIONS, LET'S TALK LANCASTER (FOCUSED ON MENTAL HEALTH) AND JOINING FORCES (FOCUSED ON OVERDOSE PREVENTION). THESE TWO COALITIONS HAVE STEERING COMMITTEES THAT MEET REGULARLY AND HOST BIANNUAL COMMUNITY MEETINGS TO FOSTER DISCUSSION AND GATHER FEEDBACK ABOUT COMMUNITY RESOURCES, NEEDS, AND GAPS. WE PARTICIPATE IN ADDITIONAL COALITIONS FOCUSED ON FOOD SECURITY, AFFORDABLE HOUSING, BICYCLE INFRASTRUCTURE, HEALTH AND SAFETY IN THE PLAIN (AMISH) COMMUNITY, AND MATERNAL/CHILD HEALTH. THROUGH THESE ON-GOING CONVERSATIONS WITH OTHER HEALTH AND COMMUNITY ORGANIZATIONS, WE GATHER EARLY INFORMATION ABOUT EMERGING NEEDS. WHEN NEW HEALTH ISSUES EMERGE, WE USE A VARIETY OF TOOLS TO SYSTEMATICALLY GATHER DATA FROM COMMUNITY MEMBERS, INCLUDING ONLINE SURVEYS, INTERCEPT SURVEYS AT COMMUNITY EVENTS, INTERVIEWS, AND GROUP DISCUSSIONS. ------------------------- PART VI, LINE 3 - PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE NOTICES OF AVAILABILITY OF CHARITY CARE AND FINANCIAL ASSISTANCE ARE POSTED AT PATIENT REGISTRATION POINTS THROUGHOUT THE ORGANIZATION AND PRESENTED TO CUSTOMERS UPON REQUEST AS WELL AS LISTED ON THEIR BILL. SUMMARY INFORMATION IS ALSO AVAILABLE ON THE LANCASTER GENERAL HEALTH WEBSITE. A FINANCIAL COUNSELOR WILL ATTEMPT TO VISIT ALL INPATIENTS WHO PRESENT AS UNINSURED TO DISCUSS ELIGIBILITY FOR ALL GOVERNMENTAL PROGRAMS AND FINANCIAL ASSISTANCE PROGRAMS. ------------------------- PART VI, LINE 4 - COMMUNITY INFORMATION LANCASTER GENERAL HOSPITAL'S (LGH) PRIMARY AND SECONDARY SERVICE AREAS COMPRISE ALL OF LANCASTER COUNTY, PENNSYLVANIA AS WELL AS AREAS OF BERKS, CHESTER, DAUPHIN, LEBANON, AND YORK COUNTIES. LOCATED IN SOUTH CENTRAL PENNSYLVANIA, LGH'S SERVICE AREA IS HOME TO 934,050 PEOPLE. ABOUT 18.8% OF THE POPULATION IS OVER THE AGE OF 64, AND 50.2% OF THE POPULATION IS FEMALE. THE MEDIAN INCOME IS $82,584, 3.4% OF THE POPULATION IS UNEMPLOYED, AND 5.5% OF THE POPULATION LIVES BELOW THE FEDERAL POVERTY LEVEL. ------------------------- PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH LANCASTER GENERAL HOSPITAL IS GOVERNED BY A BOARD OF SEVENTEEN (17) MEMBERS. THREE MEMBERS ARE EMPLOYEES OF UPHS, TWELVE ARE COMMUNITY MEMBERS AND TWO ARE PHYSICIANS. THEY VOLUNTEER THEIR PROFESSIONAL TIME AND EXPERTISE TO GUIDE THE HOSPITAL. ALL MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT TO ENSURE THEIR OBJECTIVITY. THE BOARD OF TRUSTEES OPERATES SEVEN COMMITTEES COMPRISED OF AN ADDITIONAL 30+ COMMUNITY MEMBERS. THE COMMITTEES INCLUDE: QUALITY, GOVERNANCE, MISSION & COMMUNITY BENEFIT, FINANCE/CAPITAL ALLOCATIONS, AUDIT & COMPLIANCE, EXECUTIVE, AND CREDENTIALS. SURPLUS FUNDS GENERATED BY LANCASTER GENERAL HOSPITAL ARE ANNUALLY REINVESTED INTO IMPROVING ITS FACILITIES, PROVIDING NEW HEALTHCARE SERVICES AND ENHANCING THE PROFESSIONAL ABILITIES OF ITS WORKFORCE. IN FISCAL YEAR 2024, THE HOSPITAL COMMITTED $65 MILLION TO SPENDING FOR PROPERTY, PLANT AND EQUIPMENT. ------------------------- PART VI, LINE 6 - DESCRIPTION OF AFFILIATED SYSTEM LANCASTER GENERAL HOSPITAL IS UNDER THE CONTROL OF ITS PARENT ORGANIZATION LANCASTER GENERAL HEALTH. LANCASTER GENERAL HEALTH (EIN# 23-2250941) IS A NOT-FOR-PROFIT ORGANIZATION, WHICH PROVIDES MANAGERIAL AND FINANCIAL SUPPORT TO ITS CONTROLLED ORGANIZATION AND IS ALSO RESPONSIBLE FOR UNDERTAKING ACTIVITIES TO IMPROVE THE HEALTH OF THE COMMUNITY. THE MULTIPLE AFFILIATES UNDER THE CONTROL OF LANCASTER GENERAL HEALTH IN ADDITION TO LANCASTER GENERAL HOSPITAL ARE: LANCASTER GENERAL HEALTH-COLUMBIA CENTER (EIN# 23-0485650) WHICH IS A HEALTH CARE CLINIC THAT PROVIDES PRIMARY AND SPECIALTY MEDICAL SERVICES WHERE SERVICES ARE PROVIDED BY LICENSED PHYSICIANS AND OFFICE SPACE IS LEASED TO HEALTH CARE PROVIDERS AND OTHERS. IN ADDITION, LANCASTER GENERAL HEALTH-COLUMBIA CENTER OFFERS PREVENTIVE, DIAGNOSTIC, AND THERAPEUTIC MEDICAL SERVICES TO PATIENTS ON AN OUTPATIENT BASIS.LANCASTER GENERAL HEALTH FOUNDATION (EIN# 20-5767147) EXISTS TO ADVANCE THE CULTURE OF PHILANTHROPY WITHIN THE LANCASTER GENERAL HEALTH SYSTEM. MRI GROUP, LLP (EIN# 33-1011386) WHICH PROVIDES MEDICAL SERVICES RELATING TO MAGNETIC RESONANCE IMAGING AND COMPUTER TOMOGRAPHY. LANCASTER PET PARTNERSHIP, LLP (EIN# 23-3102793) WHICH PROVIDES MEDICAL SERVICES RELATING TO POSITRON EMISSION TOMOGRAPHY. LANCASTER GENERAL HEALTH HOLDINGS INC.'S (EIN# 20-4943109) EXEMPT PURPOSE IS AN INVESTMENT IN A REHABILITATION HOSPITAL. LANCASTER GENERAL MEDICAL GROUP (EIN# 23-2777286) WAS ORGANIZED TO DEVELOP, OWN, AND OPERATE OUTPATIENT HEALTHCARE PRACTICES WHERE PRIMARY AND SPECIALTY MEDICAL SERVICES ARE PROVIDED BY LICENSED PHYSICIANS. THE HEART GROUP OF LANCASTER GENERAL HEALTH (EIN# 30-0634510) PROVIDES SPECIALTY CARDIOLOGY HEALTHCARE SERVICES. LG HEALTH COMMUNITY CARE COLLABORATIVE, LLC (EIN# 45-5542179) IS AN ACCOUNTABLE CARE ORGANIZATION. NOVASTREAM, LLC (EIN# 47-5202972) WHOSE PRIMARY ACTIVITY IS TELECOMMUNICATIONS. THE NEUROSPINE CENTER, LLC (EIN# 20-8626804) WAS FORMED TO OWN AND OPERATE A NEUROLOGICAL SURGERY CENTER. OTHER AFFILIATES OF LANCASTER GENERAL HEALTH INCLUDE LANCASTER GENERAL BUSINESS TRUST AND ITS SUBSIDIARIES. IN ADDITION, LANCASTER GENERAL HOSPITAL IS AN AFFILIATE OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. ------------------------- PART VI, LINE 7 - STATE FILING OF COMMUNITY BENEFIT LANCASTER GENERAL HOSPITAL ISSUES AN ANNUAL REPORT WHICH INCLUDES INFORMATION ABOUT COMMUNITY BENEFIT AND HEALTH EFFORTS. THIS REPORT IS NOT FILED WITH THE STATE OF PENNSYLVANIA. ------------------------- PART VI - ADDITIONAL EXPLANATION LANCASTER GENERAL HOSPITAL PROVIDED FINANCIAL SUPPORT TO THE CITY OF LANCASTER (EIN 23-6001904) IN THE AMOUNT OF $1,511,000. THE USAGE OF THESE FUNDS IS UNRESTRICTED AND PROVIDES ASSISTANCE TO THE CITY FOR SPECIAL EVENTS AND ITS POLICE, FIRE, AND PUBLIC WORKS SERVICES. LANCASTER GENERAL HOSPITAL ALSO MADE PILOT PAYMENTS TO THE FOLLOWING: SCHOOL DISTRICT OF LANCASTER (EIN 23-1726414) IN THE AMOUNT OF $1,500,000. HEMPFIELD SCHOOL DISTRICT (EIN 23-6050540) IN THE AMOUNT OF $40,000, COUNTY OF LANCASTER (EIN 23-6003055) IN THE AMOUNT OF $8,010, AND EAST HEMPFIELD TOWNSHIP (EIN 23-6000356) IN THE AMOUNT OF $2,830. ------------------------- true CITY OF LANCASTER 39 W CHESTNUT STREET PO BOX 1020 LANCASTER PA 17608 236001904 GOV'T ENTITY 1511000 SUPPORT PROGRAM SVC COUNTY OF LANCASTER 39 W CHESTNUT STREET LANCASTER PA 17608 236001904 GOV'T ENTITY 8010 SUPPORT PROGRAM SVC GIRLS ON THE RUN OF LANCASTER PO BOX 262 LANDISVILLE PA 17538 270200927 501(C)(3) 10000 SUPPORT PROGRAM SVC HEMPFIELD SCHOOL DISTRICT PO BOX 7596 LANCASTER PA 17604 236050540 501(C)(3) 40000 SUPPORT PROGRAM SVC LANCASTER CITY ALLIANCE 115 E KING STREET LANCATER PA 17602 463353021 501(C)(3) 160000 SUPPORT PROGRAM SVC SCHOOL DISTRICT OF LANCASTER 1020 LEHIGH AVENUE LANCASTER PA 17602 231726414 501(C)(3) 1500000 SUPPORT PROGRAM SVC LANCASTER MEDICAL HERITAGE MUSEUM 410 NORTH LIME STREET LANCASTER PA 17603 222464097 501(C)(3) 167189 SUPPORT PROGRAM SVC SALVATION ARMY 131 SOUTH QUEEN STREET LANCASTER PA 17603 235562351 501(C)(3) 13000 SUPPORT PROGRAM SVC COMMUNITY ACTION PROGRAM 601 SOUTH QUEEN STREET LANCASTER PA 17603 231667311 501(C)(3) 10000 SUPPORT PROGRAM SVC NAACP LANCASTER BRANCH PO BOX 911 LANCASTER PA 17608 236434574 501(C)(3) 13965 SUPPORT PROGRAM SVC SCHREIBER PEDIATRIC REHAB CENTER OF LANCASTER 625 COMMUNITY WAY LANCASTER PA 17603 231365369 501(c)(3) 10000 SUPPORT PROGRAM SVC NORTHWEST EMS PO BOX 384 ELIZABETHTOWN PA 17022 232152257 501(c)(3) 350000 SUPPORT PROGRAM SVC PENNSYLVANIA EMERGENCY HEALTH SERVICES COUNCIL 600 WILSON LANE SUITE 101 MECHANICSBURG PA 17055 232042802 501(c)(3) 7500 SUPPORT PROGRAM SVC MANHEIM TOWNSHIP 1840 MUNICIPAL DRIVE LANCASTER PA 17601 236000411 GOV'T ENTITY 14300 SUPPORT PROGRAM SVC BRIGHT SIDE OPPORTUNITIES CORP 515 HERSHEY AVENUE LANCASTER PA 17603 233062048 501(c)(3) 10000 SUPPORT PROGRAM SVC 15 0 SCHEDULE I, PART 1, LINE 2 PROCEDURES FOR MONITORING GRANT FUNDS CONTRIBUTIONS MADE BY LANCASTER GENERAL HOSPITAL MUST MEET THE FOLLOWING CRITERIA SET FORTH BY THE MISSION AND COMMUNITY BENEFIT COMMITTEE: 1)GAPS IN HEALTHCARE SERVICES WILL BE REDUCED, 2) RESOURCES WILL BE DIRECTED TO DESIGNATED PRIMARY AND SECONDARY HEALTH PRIORITIES, HEALTH PROMOTION, AND PREVENTION INITIATIVES, 3) INITIATIVES WILL DRIVE COST-EFFECTIVE, COMMUNITY CARE/INTERVENTIONS THAT PROMOTE HEALTH AND WELL-BEING OF OUR COMMUNITY, 4) INITIATIVES WILL BE RESPONSIVE TO THE NEEDS OF SPECIAL/DISPARATE POPULATIONS, 5) ENDOWMENT OR CAPITAL CAMPAIGN REQUESTS WILL NOT BE FINANCIALLY SUPPORTED, 6) ONLY TAX EXEMPT ORGANIZATIONS AND GOVERNMENTAL INITIATIVES AT THE LOCAL LEVEL THAT RELATE TO LANCASTER HOSPITAL'S MISSION WILL BE SUPPORTED, AND 7) ONGOING DEFICIT FUNDING WILL NOT BE PROVIDED UNLESS FUNDAMENTAL TO A LANCASTER GENERAL HOSPITAL HEALTH PRIORITY AND/OR THE CARE OF THE MEDICALLY UNDERSERVED. SCHOLARSHIPS AND LOANS ARE AWARDED TO STUDENTS AT THE PENNSYLVANIA COLLEGE OF HEALTH SCIENCES ON A NON-DISCRIMINATORY BASIS. THE SCHOLARSHIPS AND LOANS ARE BASED ON FINANCIAL NEED, ACADEMIC PROGRESS, AND CLINICAL PERFORMANCE. X false true X X X X true true false false false false false true false Kenneth R Arthur MD Trustee 0 399321 0 50409 0 4211 0 38269 0 20923 0 513133 0 0 Michael Barber Chief Operating Officer 489436 0 70515 0 25916 0 0 0 1733 0 587600 0 0 0 Pamela Boimel MD Radiation Oncologist 524586 0 386860 0 27285 0 16497 0 2874 0 958102 0 0 0 Kay A Brady Chief Human Resources Officer 246142 0 36235 0 4387 0 35787 0 18768 0 341319 0 0 0 Brian R Burgess Former Officer 131906 0 0 0 302022 0 15204 0 10109 0 459241 0 0 0 Margaret F Costella Esq SVP, General Counsel-Corp Secr 370498 0 94642 0 252518 0 131879 0 3618 0 853155 0 0 0 Gary R Davidson SVP and CIO 497892 0 130599 0 54917 0 39000 0 30276 0 752684 0 0 0 Toni Donovan VP, Marketing 176521 0 0 0 754 0 8889 0 6382 0 192546 0 0 0 Geoffrey W Eddowes SVP, Hospital Operations & Wom 317276 0 71268 0 55138 0 86360 0 15007 0 545049 0 0 0 Mark Epler MD Cardiothoracic Surgeon 822764 0 165875 0 2346 0 18346 0 25028 0 1034359 0 0 0 T Raymond Foley MD Former Officer 0 0 0 0 0 116317 0 0 0 0 0 116317 0 0 Jennifer L Groff VP, Organizational Advancement 0 230359 0 0 0 1459 0 34098 0 1593 0 267509 0 0 John J Herman Chief Executive Officer 0 686306 0 280923 0 25788 0 0 0 7494 0 1000511 0 0 Alexandra O Jorgensen Former Officer 0 0 0 0 156597 0 0 0 0 0 156597 0 0 0 Edmond K Kabagambe PhD VP, Research Administration 247253 0 36225 0 4470 0 13465 0 23595 0 325008 0 0 0 Keith A Kasper Trustee 0 1066738 0 507150 0 236279 0 0 0 18466 0 1828633 0 198644 Elizabeth H Katz VP, Risk Mgmt & Corp Complianc 193334 0 26765 0 1161 0 10446 0 14489 0 246195 0 0 0 Denise A Kennedy VP, Financial Services 243998 0 31396 0 2439 0 12909 0 8598 0 299340 0 0 0 Robert K Klinghoffer Wenger MD Cardiothoracic Surgeon 792759 0 65875 0 8564 0 16500 0 18510 0 902208 0 0 0 Kevin B Mahoney Trustee 0 1801543 0 938400 0 37203 0 0 0 20761 0 2797907 0 0 Edward J Maloney VP, IT Shared Services and Ope 274548 0 39021 0 8275 0 14774 0 19394 0 356012 0 0 0 Jeremy McGarvey MD Cardiothoracic Surgeon 799097 0 165875 0 62559 0 39000 0 32771 0 1099302 0 0 0 Donise A Musheno VP, Quality & Regulatory Affai 177049 0 24219 0 579 0 9594 0 12975 0 224416 0 0 0 Tammy L Ober SVP, Service Lines 318812 0 96529 0 41100 0 64896 0 29365 0 550702 0 0 0 Richard D Paoletti Former Officer 0 309843 0 88247 0 733 0 0 0 5835 0 404658 0 0 Matthew E Parido VP, Institutional Affairs 192364 0 0 0 15999 0 10387 0 7993 0 226743 0 0 0 Sean P Reynolds VP, Operations-Physician Svcs 0 256149 0 52389 0 887 0 37137 0 21697 0 368259 0 0 Douglas W Rinehart VP, Controller 223570 0 32652 0 13066 0 12490 0 17585 0 299363 0 0 0 Michael R Ripchinski MD Chief Physician Executive 528860 0 129387 0 565817 0 172281 0 26713 0 1423058 0 0 0 Lanyce A Roldan Former Officer 92196 0 0 0 353059 0 5933 0 14206 0 465394 0 0 0 Christine M Stabler MD Former Officer 280523 0 0 0 3172 0 11109 0 20070 0 314874 0 0 0 Lawrence F Strassner III PhD Former Officer 193030 0 0 0 69280 0 31791 0 6031 0 300132 0 0 0 James A Stuccio Former Officer 0 68762 0 0 0 479349 0 19839 0 3355 0 571305 0 0 Kevin D Turner VP, Primary Care & Ambulatory 177142 0 37380 0 6004 0 14609 0 26599 0 261734 0 0 0 Sriram Venigalla MD Radiation Oncologist 440896 0 1014112 0 36501 0 30127 0 17386 0 1539022 0 0 0 Linda A Welker VP, Controller 174323 0 0 0 14321 0 9803 0 27034 0 225481 0 0 0 Stacey G Youcis Former Officer 423539 0 127123 0 299133 0 93598 0 20657 0 964050 0 0 0 Timothy C Zellers Chief Nursing Officer 244603 0 33423 0 17147 0 31585 0 20212 0 346970 0 0 0 SCHEDULE J, PART I, LINE 1A DETAIL OF ADDITIONAL BENEFITS PROVIDED TAX INDEMNIFICATION AND GROSS UP PAYMENTS LANCASTER GENERAL HOSPITAL PROVIDES GROSS-UP PAYMENTS TO EMPLOYEES WHEN THEY RECEIVE GIFT CARDS IN CERTAIN NOMINAL AMOUNTS AS TO PROVIDE TAX ASSISTANCE IN THAT NO TAX BURDENS ARE CREATED WITH THE INTENDED GIFT. --------------------------- SCHEDULE J, PART I, LINE 1B WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF EXPENSES THERE ARE CURRENTLY NO WRITTEN POLICIES IN PLACE FOR GROSS UP PAYMENTS, TRAVEL FOR COMPANIONS OR HOUSING ALLOWANCE. --------------------------- 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 2023 CALENDAR YEAR: BRIAN R. BURGESS $243,621 LANYCE ROLDAN $181,858 ------------------------------ SCHEDULE J, PART I, LINE 4B 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: BURGESS, BRIAN R. $36,244 COSTELLA, MARGARET F. $247,168 EDDOWES, GEOFFREY W. $49,915 FERDINAND, NORMA J. $21,445 FOLEY, T. RAYMOND $116,317 JORGENSEN, ALEXANDRA O. $156,532 OBER, TAMMY L. $36,378 RIPCHINSKI, MICHAEL R. $533,750 ROLDAN, LANYCE $144,269 STRASSNER, LAWRENCE F. $15,563 STUCCIO, JAMES A. $416,059 YOUCIS, STACEY G. $293,391 ------------------------------ THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS TWO A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP" PLANS II AND III) 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 II OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE 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 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. VESTING IN SERP III 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: BARBER, MICHAEL NO DISTRIBUTION DAVIDSON, GARY R. $50,849 HERMAN, JOHN J. NO DISTRIBUTION KASPER, KEITH A. $198,644 MAHONEY, KEVIN B. NO DISTRIBUTION PAOLETTI, RICHARD D. NO DISTRIBUTION YOUCIS, STACEY G. NO DISTRIBUTION ----------------------- 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. --------------------------- SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K LANCASTER GENERAL HOSPITAL HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR LANCASTER GENERAL HOSPITAL WAS $141,110,966 AS OF JUNE 30, 2024. Chase Z Ober FAMILY MBR OF OFFICER 28722 Employment false Jeannette Eddowes FAMILY MBR OF OFFICER 113272 Employment false Andrea L Zellers FAMILY MBR OF OFFICER 109601 Employment false Emily Zellers FAMILY MBR OF OFFICER 88512 Employment false Jessica Zellers FAMILY MBR OF OFFICER 84107 Employment false FORM 990, PART III, LINE 4D DESCRIPTION OF OTHER PROGRAM SERVICES ALL OTHER PROGRAM SERVICES, INCLUDING BUT NOT LIMITED TO; LABORATORY, RADIOLOGY, EMERGENCY MEDICINE, EDUCATION AND PHYSICAL MEDICINE AND REHABILITATION. LGH OPERATES AN EMERGENCY DEPARTMENT (ER) THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY. THE EMERGENCY DEPARTMENT HAD A TOTAL OF 100,881 VISITS DURING FISCAL YEAR 2024. TOTAL PATIENT DAYS FOR THE FISCAL YEAR WERE 180,295. MEDICARE AND MEDICAID PATIENTS CONTRIBUTED 15,558 AND 5,213, RESPECTIVELY, TOWARDS THE 31,293 TOTAL INPATIENT DISCHARGES DURING THE FISCAL YEAR. --------------------------- FORM 990, PART III, LINE 4D EXEMPT PURPOSE ACHIEVEMENTS LANCASTER GENERAL HOSPITAL WILL IDENTIFY COMMUNITY HEALTH NEEDS; HELP REACH COMMUNITY CONSENSUS ON HEALTH CARE PRIORITIES; DEVELOP PROGRAMS (WHERE POSSIBLE TOGETHER WITH OTHER COMMUNITY ORGANIZATIONS) TO ADDRESS THESE NEEDS; DEVELOP AND MAINTAIN METRICS TO MEASURE OUR PROGRESS; AND REPORT OUT ACTIVITY TO THE BOARD OF TRUSTEES AND THE COMMUNITY AT LARGE. FINANCIAL MEANS SHOULD NOT PREVENT ANYONE FROM ACCESSING HEALTHCARE SERVICES. TO THAT END, LANCASTER GENERAL HOSPITAL HAS ESTABLISHED FINANCIAL ASSISTANCE PROGRAMS FOR THOSE WITH LITTLE OR NO INSURANCE, OR LIMITED FINANCIAL MEANS. LANCASTER GENERAL HOSPITAL INCURRED UNPAID COSTS OF $105.2M TO CARE FOR FINANCIALLY DISADVANTAGED PERSONS. LANCASTER GENERAL HOSPITAL ENGAGES IN MEDICAL RESEARCH PROGRAMS. LANCASTER GENERAL HOSPITAL ENGAGES IN TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS AT AN UNPAID COST OF $10.9M. --------------------------- FORM 990, PART VI, SECTION A, LINE 2 DETAIL OF FAMILY OR BUSINESS RELATIONSHIP GARY A. WELCH, OFFICER, AND JORDAN D. SPACE, TRUSTEE, HAVE A FAMILY RELATIONSHIP. ----------------------- FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF LANCASTER GENERAL HOSPITAL IS LANCASTER GENERAL HEALTH. THE SOLE MEMBER MAY INITIATE AND 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 MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY LANCASTER GENERAL HEALTH ELECTS THE BOARD OF TRUSTEES OF LANCASTER GENERAL HOSPITAL. --------------------------- FORM 990, PART VI, SECTION A, LINE 7B REVIEW OF FORM 990 BY GOVERNING BODY INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING WAS GATHERED AND THE RETURN WAS PREPARED BY THE FINANCE STAFF. THE CFO, CONTROLLER, AND SELECT MEMBERS OF THE FINANCE MANAGEMENT TEAM REVIEWED THE COMPLETED FORM 990 AND IT WAS THEN PROVIDED TO PWC US TAX LLP FOR THEIR REVIEW. IN ADDITION, THE MEMBERS OF THE GOVERNING BODY WERE GIVEN THE OPPORTUNITY TO VIEW THE 990 ONLINE VIA THE BOARD PORTAL SYSTEM PRIOR TO THE FILING. ------------------------- FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING WAS GATHERED AND THE RETURN WAS PREPARED BY THE FINANCE STAFF. THE CFO, CONTROLLER, AND SELECT MEMBERS OF THE FINANCE MANAGEMENT TEAM REVIEWED THE COMPLETED FORM 990 AND IT WAS THEN PROVIDED TO PWC US TAX LLP FOR THEIR REVIEW. IN ADDITION, THE MEMBERS OF THE GOVERNING BODY WERE GIVEN THE OPPORTUNITY TO VIEW THE 990 ONLINE VIA THE BOARD PORTAL SYSTEM PRIOR TO THE FILING. ------------------------- FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IN ORDER TO ASCERTAIN AND EVALUATE ACTUAL OR POTENTIAL CONFLICTS, CERTAIN INTERESTED PERSONS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON ENTERING EMPLOYMENT OR BECOMING A TRUSTEE OF LANCASTER GENERAL HOSPITAL 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 HOSPITAL 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 DOCUMENTATION RETENTION AND DESTRUCTION POLICY THE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, SECTION B, LINES 14 & 16B. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BODY. --------------------------- FORM 990, PART VI, SECTION B, LINE 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL 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. --------------------------- FORM 990, PART VI, SECTION C, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC LANCASTER GENERAL HOSPITAL DOES NOT MAKE THE GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC, AS THEY ARE REQUIRED TO BE INCLUDED WITH FORM 990, SCHEDULE H. --------------------------- FORM 990, PART VII, SECTION A COMPENSATION 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 DURING THE TIME PERIOD IN WHICH THEY SERVED. 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. THE LANCASTER GENERAL HOSPITAL 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, 2024 FISCAL YEAR: TONI DONOVAN (TERMED 09/05/2023) EDWARD J. MALONEY (TERMED 05/30/2024) DONISE A. MUSHENO (STARTED 07/01/2023) MATTHEW E. PARIDO (STARTED 07/01/2023) DOUGLAS W. RINEHART (TERMED 11/12/2023) LAWRENCE F. STRASSNER,III (TERMED 07/05/2023) GARY A. WELCH (STARTED 12/04/2023) LINDA A. WELKER (STARTED 12/10/2023) TIMOTHY C. ZELLERS (STARTED 12/10/2023) COMPENSATION LISTED ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II REFLECTS COMPENSATION FOR CALENDAR YEAR 2023. ------------------------ FORM 990, PART XII, LINE 2B AUDITED FINANCIAL STATEMENTS THE FINANCIAL INFORMATION FOR LANCASTER GENERAL HEALTH AND ITS AFFILIATES, INCLUDING LANCASTER GENERAL HOSPITAL WAS INCLUDED IN THE UNIVERSITY OF PENNSYLVANIA'S COMBINED FINANCIAL STATEMENTS AND AUDITED ON A CONSOLIDATED BASIS. --------------------------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS $ (109,272,622) RELATED PARTY TRANSFERS (8,043,256) INTEREST IN TRANSFERS-CHARITABLE GIFT ANNUITIES 528,793 OTHER NON-OPERATING INCOME (EXPENSE) --------------- $ (116,787,085) TOTAL --------------------------- NOVASTREAM LLC 555 NORTH DUKE STREET LANCASTER PA 17602 475202972 TELECOMM PA 3400155 5782608 LG HOSPITAL 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 IRR 116 ALLEGHENY CENTER MAIL P8YB3502L PITTSBURGH PA 15212 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 true 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 MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG PA 17520 232777286 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 PENNSYLVANIA COLLEGE OF HEALTH SCIENCES 850 GREENFIELD ROAD LANCASTER PA 17601 061645496 HEALTH EDU PA 501(C)(3) 2 LG HOSPITAL true 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. 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AFFILIATES PERFORM INTER-COMPANY TRANSACTIONS AS PART OF THE NORMAL COURSE OF BUSINESS.