2023-05-12T08:45:31-05:00 2022-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2021-07-01 231365353 LANCASTER GENERAL HOSPITAL % DOUGLAS W RINEHART LANC 7175445398 555 NORTH DUKE STREET LANCASTER PA 17604 DOUGLAS W RINEHART VP, Controller 7175445374 2023-05-04 true DOUGLAS W RINEHART 999009999 ANTONIO C RUSSO DIRECTOR P00858539 2673303000 2023-05-03 2 2021 2023-04-26 12:10:37Z DOUGLAS W RINEHART 555 NORTH DUKE STREET LANCASTER PA 17604 1619116248 false X www.lancastergeneralhealth.org X 1893 PA TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. 18 13 9235 275 5035908 610285 27219044 4832913 1223445443 1284140445 3201158 241554 105654082 128837050 1359519727 1418051962 4186144 3646348 0 0 597560176 644426570 0 0 293134 583939082 642371474 1185685402 1290444392 173834325 127607570 1238600978 1167971773 612040342 529083150 626560636 638888623 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 225022672 0 251087984 NURSING SERVICES 197662329 0 187691138 PHARMACY 189001892 0 257012363 SURGICAL SERVICES 479880672 3646348 705985454 1091567565 true true false true false false false false true true false false false true true false true false false false false false false false false true true true true true true false false false false false false false false true true false false false false true true true true false false true X 392 0 true 9235 true true true true CJ false false false false false false false false false false X 18 13 false false false false true true true true true false false true true true true true false true true true false PA X DOUGLAS W RINEHART 7175445374 555 NORTH DUKE STREET LANCASTER PA 17604 X Kevin B Mahoney Trustee 2.0 53.0 X 0 2459636 405970 Keith A Kasper Trustee 2.0 53.0 X 0 1593071 205876 T Raymond Foley MD President Physician Services 2.0 53.0 X 0 1073318 48750 Jeremy McGarvey MD Cardiothoracic Surgeon 55.0 0.0 X 989110 0 60269 Mark Epler MD Cardiothoracic Surgeon 55.0 0.0 X 977997 0 58702 Jan L Bergen Former Officer 0.0 55.0 X 0 884446 2406 Robert P Macina Esq EVP, Chief Admin Officer-Gener 43.0 12.0 X 828753 0 53879 Michael R Ripchinski MD Chief Clinical Officer 53.0 2.0 X 688449 0 174379 Geoffrey W Eddowes SVP Women's Services 53.0 2.0 X 757632 0 88986 Robert K Wenger Klinghoffer MD Cardiothoracic Surgeon 55.0 0.0 X 809694 0 32926 John J Herman President & CEO LG Health 2.0 53.0 X X 0 728332 101623 Gary R Davidson SVP and CIO 53.0 2.0 X 704258 0 105970 James A Stuccio SVP, Ambulatory & Ancillary SV 2.0 53.0 X 0 653801 130262 Philip M Bayliss MD Perinatologist 55.0 0.0 X 736057 0 32825 Pamela Boimel MD Radiation Oncologist 55.0 0.0 X 741207 0 17378 Stacey G Youcis UPHS VP Supply chain Infrastru 51.0 4.0 X 556753 0 114507 Brian R Burgess Chief Strategy Officer 49.0 6.0 X 461886 0 127504 Charmaine S Rochester Chief Financial Officer (term 44.0 11.0 X 0 516232 58535 Lawrence F Strassner III Chief Nursing Officer 53.0 2.0 X 435215 0 125932 Christine M Stabler MD VP, Women's Health & Academic 53.0 2.0 X 490573 0 30280 Norma J Ferdinand SVP, Quality (termed 6/3/22) 53.0 2.0 X 476375 0 29246 Alexandra O Jorgensen Chief Human Resources & Organi 51.0 4.0 X 384125 0 101432 Tammy L Ober SVP, Service Lines 51.0 4.0 X 376421 0 84512 Margaret F Costella Esq SVP General Counsel-Assistant 41.0 14.0 X 389277 0 68275 Kenneth R Arthur MD Trustee (start 1/1/22) 2.0 53.0 X 0 421895 9269 Richard D Paoletti Former Officer 0.0 55.0 X 148239 207527 29195 Edward J Maloney VP, Information Technology Sha 53.0 2.0 X 329759 0 33266 Lanyce A Roldan Former Officer 55.0 0.0 X 313529 0 31814 Sean P Reynolds VP, Operation-Physician SVCS 2.0 53.0 X 0 291519 50626 Douglas W Rinehart VP, Controller 43.0 12.0 X 280577 0 34199 Kay A Brady VP, HR Client Services 51.0 4.0 X 263749 0 47868 Brian M Crimmins VP, Facilities Planning 53.0 2.0 X 282283 0 29068 Denise A Kennedy VP, Financial Services 53.0 2.0 X 264037 0 19384 Toni Donovan VP, Marketing 53.0 2.0 X 245178 0 19857 Cynthia J Stauffer VP, Epic & Clinical APPS 53.0 2.0 X 239559 0 18988 Jennifer L Groff VP Organizational Advancement 2.0 53.0 X 0 219729 38536 Elizabeth D Katz VP,Risk MGMT & Corp Compliance 53.0 2.0 X 212438 0 27369 William H Adams MD Trustee (term 12/31/21) 2.0 2.0 X 0 0 0 Thomas T Baldrige Trustee 2.0 2.0 X 0 0 0 Paul F Carroll MD Trustee (start 7/15/21) 53.0 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 Carloyn 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 Patrick D Whalen Trustee 2.0 2.0 X 0 0 0 Daniel A Wubah PhD Trustee 2.0 2.0 X 0 0 0 10803782 8330731 2269693 973 true true false BENCHMARK DRISCOLL 401 EAST CITY AVE STE 500 BALA CYNWYD PA 19004 CONSTRUCTION SRVCS 33618109 OAL REALTY LP 170 NORTH POINTE BLVD LANCASTER PA 17601 PROP MGMT SRVCS 1807421 NUWEST GROUP HOLDINGS LLC PO BOX 940 ROSEVILLE CA 95661 EMPLOYMENT SERVICES 8675728 ROCK LITITZ PROPERTIES LP 100 ROCK LITITZ BLVD LITITZ PA 17543 EMPLOYMENT SERVICES 3698189 BURLE CORPORATE PARK LLC 922 STATE ROUTE 33 BLDG 8 STE 801 FREEHOLD NJ 07728 PROPERTY MANAGEMENT 1641986 47 23125 0 0 0 4564513 245275 0 4832913 OTHER NET PATIENT REVENUE 622110 760587733 757360510 3227223 MEDICARE/MEDICAID NET PATIENT REVENUE 622110 514226325 514226325 RENT REVENUE FROM AFFILIATES 531190 8094190 8094190 MISCELLANEOUS RETAIL SALES 541900 372373 372291 82 EQUITY IN EARNINGS 900099 859824 859824 1284140445 2999083 0 0 2999083 0 0 0 0 0 198358679 201064286 -2705607 -2757529 0 0 -2757529 0 0 0 0 0 0 0 0 0 CONVENIENCE PHARMACY REVENUE 446110 61208280 61208280 MANAGEMENT FEE REVENUE 541200 17288074 16884008 404066 SALE OF SERVICE 541900 10241812 8902021 1339791 40098884 30642185 64746 9391953 128837050 1418051962 1398549634 5035908 9633507 3634848 3634848 11500 11500 0 0 0 0 8017233 0 8017233 0 0 0 0 0 491327170 417479426 73743214 104530 38197540 31940606 6248920 8014 71763086 57795724 13901949 65413 35121541 29056461 6044643 20437 0 0 0 0 876295 3930 872365 0 12661 0 12661 0 75133 0 75133 0 0 0 196041 0 196041 0 25175855 18163232 7004089 8534 5513379 5513379 0 0 45803822 22664951 23111974 26897 6015378 733795 5277873 3710 0 0 0 0 28752286 20366857 8385429 0 1045541 712817 330056 2668 0 0 0 0 0 0 0 0 0 0 0 0 6078923 6078923 0 0 48931097 42471395 6453424 6278 10070284 12989 10057295 0 MED/SURG SUPPLIES 286930111 286083119 832192 14800 MANAGEMENT FEE 80937590 68049676 12887914 0 PURCHASED SERVICES 95523980 80774742 14717385 31853 BAD DEBT (NON-PATIENT) 433098 19195 413903 0 1290444392 1091567565 198583693 293134 29233 23850 147530737 60227931 1150344 1103930 155805406 168783110 0 0 0 0 64218378 64922954 24487026 25209208 10019440 9680449 1555612655 861407550 604296005 694205105 176407236 94314550 0 0 0 0 0 0 54657173 49500686 1238600978 1167971773 118974375 125157682 0 0 3921523 3130939 229889944 221191763 0 0 0 0 0 0 0 0 259254500 179602766 612040342 529083150 X 591220910 604011397 35339726 34877226 626560636 638888623 1238600978 1167971773 X 127607570 -3186366 0 0 0 -112093217 X X false true X true true true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0.00000 0.00000 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 14326 true 6732 true 73510 true 20035 true 114408 true 4863 233874 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. 20604246 465744 -412667 0 258965 3952 20394406 14194411 1000000 5609756 0 196129 3792 20604246 12969125 868837 568696 209022 3225 14194411 11288340 1144120 733426 157756 39005 12969125 9549827 732131 1129038 119474 3182 11288340 0.02000 0.74000 0.24000 false true true 47659657 47659657 742763031 299546648 443216383 29397920 18654705 10743215 626872423 440456199 186416224 108919624 102749998 6169626 694205105 0 LONG TERM NOTE PAYABLE 120900000 EST THIRD PARTY SETTLEMENTS 30580282 OTHER LONG-TERM LIABILITIES 25319275 INTEREST PAYABLE 2584541 OTHER CURRENT LIABILITIES 218668 179602766 X 1309722971 -3186366 -104742074 -107928440 1417651411 400551 400551 1418051962 1297394983 7547183 7547183 1289847800 196041 400551 596592 1290444392 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, 2022 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: $ (196,041) INVESTMENT MANAGER FEES (115,337,885) RELATED PARTY TRANSFERS 98,075 CHANGE IN FAIR VALUE OF PERPETUAL TRUSTS 199,430 OTHER NON-OPERATING INCOME (408,287) INTEREST IN TRANSFERS-CHARITABLE GIFT ANNUITIES 3,354,114 INTEREST IN TRANSFERS-RESTRICTED CONTRIBUTIONS 7,548,520 INTERCOMPANY TRANSACTIONS -------------- $(104,742,074) TOTAL --------------------------------- PART XI, LINE 4B CONSISTS OF: $ 400,551 AFFILIA MANAGEMENT FEE REVENUE CLASSIFIED AS EXPENSE ON AUDITED STATEMENTS --------------------------------- PART XII, LINE 2D CONSISTS OF: $ 7,547,183 INTERCOMPANY TRANSACTIONS --------------------------------- PART XII, LINE 4B CONSISTS OF: $ 400,551 AFFILIA MANAGEMENT FEE REVENUE CLASSIFIED AS EXPENSE ON AUDITED STATEMENTS true true X true X 300. true X true true false true true 8237599 0 8237599 0.00640 177932521 86505446 91427075 0.07080 186170120 86505446 99664674 0.07720 8463387 4436258 4027129 0.00310 12613672 2347477 10266196 0.00800 540198 0 540198 0.00040 21617257 6783735 14833523 0.01150 207787377 93289181 114498197 0.08870 558370 558370 0.00040 1500000 1500000 0.00120 2058370 2058370 0.00160 true 32420000 445132824 574044385 -128911561 X true false 2 1 LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET PO BOX 3555 LANCASTER PA 176043555 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 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/COMMUNITY-IMPRO VEMENT-DASHBOARDS ------------------------- 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. ------------------------- 19 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 ANN B BARSHINGER CANCER INSTITUTE 2102 HARRISBURG PIKE 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 COLUMBIA OUTPATIENT CENTER 306 NORTH SEVENTH STREET PO BOX 92 COLUMBIA PA 17512 OUTPATIENT SERVICES NORLANCO OUTPATIENT CENTER 424 CLOVERLEAF ROAD ELIZABETHTOWN PA 17022 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 EDEN PHYSICAL THERAPY 730 EDEN ROAD LANCASTER PA 17601 OUTPATIENT SERVICES MANHEIM OUTPATIENT CENTER 700 LANCASTER ROAD MANHEIM PA 17545 OUTPATIENT SERVICES EPHRATA OUTPATIENT CENTER 895 EAST MAIN STREET EPHRATA PA 17522 OUTPATIENT SERVICES LINCOLN OUTPATIENT CENTER 101 LARKSPUR LANE EPHRATA PA 17522 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 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 $25,858,978, UNDER THE GUIDELINES OF ITS CHARITY CARE POLICY. THIS AMOUNT WAS LOWER THAN ITS BUDGETED AMOUNT OF $26,925,684 BY $1,066,706. THE PRIOR YEAR FINANCIAL ASSISTANCE TOTAL WAS $24,179,362. ------------------------- 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 $433,098 RELATED TO NON-PATIENT BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2022. 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 II, LINE 9 - OTHER OTHER INCLUDES PAYMENTS TO THE SCHOOL DISTRICT OF LANCASTER (EIN# 23-1726414) WHICH PROVIDES FUNDING FOR SCHOOL BASED HEALTH CLINICS AS WELL AS NURSING STAFF TO PROMOTE THE HEALTH AND WELL-BEING OF SCHOOL AGED CHILDREN. ------------------------- 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 17 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 2022. THE $128,911,561 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 $209,873,410 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 $163,556,522. 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 PRIMARY AND SECONDARY SERVICE AREAS COMPRISE ALL OF LANCASTER COUNTY, PENNSYLVANIA. LGH ALSO SERVES PATIENTS IN BERKS, CHESTER, DAUPHIN, LEBANON, AND YORK COUNTIES. LOCATED IN SOUTH CENTRAL PENNSYLVANIA, LANCASTER COUNTY IS 950 SQUARE MILES IN SIZE AND IS HOME TO 547,896 PEOPLE. ABOUT 18.4% OF THE POPULATION IS OVER THE AGE OF 64; 51.1% OF THE POPULATION IS FEMALE. THE MEDIAN INCOME IS $70,763, AND 7.7% OF THE POPULATION LIVES BELOW THE FEDERAL POVERTY LEVEL. LANCASTER GENERAL HOSPITAL'S MARKET SHARE IN LANCASTER COUNTY IS APPROXIMATELY 56.3%. ------------------------- PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH LANCASTER GENERAL HOSPITAL IS GOVERNED BY A BOARD OF NINETEEN (19) MEMBERS. FOUR MEMBERS ARE EMPLOYEES OF UPHS, THIRTEEN 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 2022, THE HOSPITAL COMMITTED $144 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. PENNSYLVANIA COLLEGE OF HEALTH SCIENCES (EIN# 06-1645496) EDUCATES COMPETENT, CARING AND SOCIALLY RESPONSIBLE INDIVIDUALS WHO CONTRIBUTE TO THE HEALTH OF THE COMMUNITY. 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 INSURANCE COMPANY, LTD. AND 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 $1,500,000. 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: 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 1509000 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) 7500 SUPPORT PROGRAM SVC HEMPFIELD SCHOOL DISTRICT PO BOX 7596 LANCASTER PA 17604 236050540 501(C)(3) 40000 SUPPORT PROGRAM SVC LANCASTER CITY ALLIANCE 354 N PRINCE STREET 110 LANCATER PA 17603 463353021 501(C)(3) 160000 SUPPORT PROGRAM SVC LANCASTER HEALTH CENTER 304 N WATER STREET LANCASTER PA 17603 232160896 501(C)(3) 79000 SUPPORT PROGRAM SVC SCHOOL DISTRICT OF LANCASTER 1020 LEHIGH AVENUE LANCASTER PA 17602 231726414 501(C)(3) 1500000 SUPPORT PROGRAM SVC UNITED WAY OF LANCASTER COUNTY 630 JANET AVENUE LANCASTER PA 17601 231352093 501(C)(3) 69723 SUPPORT PROGRAM SVC LANCASTER COMMUNITY SAFETY COALITION 262 CONESTOGA STREET LANCASTER PA 17608 200123222 501(C)(3) 100000 SUPPORT PROGRAM SVC FOUNDATION OF THE LANCASTER CHAMBER PO BOX 1558 LANCASTER PA 176051558 222608944 501(C)(3) 100000 SUPPORT PROGRAM SVC 10 0 SCHOLARSHIPS AWARDED 11 11500 FMV 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 false true false false false false false true false Kenneth R Arthur MD Trustee (start 1/1/22) 0 353113 0 53800 0 14982 0 0 0 9269 0 431164 0 0 Philip M Bayliss MD Perinatologist 724224 0 1000 0 10833 0 14201 0 18624 0 768882 0 0 0 Jan L Bergen Former Officer 0 336849 0 256679 0 290918 0 0 0 2406 0 886852 0 0 Pamela Boimel MD Radiation Oncologist 459997 0 278946 0 2264 0 14500 0 2878 0 758585 0 0 0 Kay A Brady VP, HR Client Services 213172 0 43925 0 6652 0 29930 0 17938 0 311617 0 0 0 Brian R Burgess Chief Strategy Officer 353928 0 105171 0 2787 0 106292 0 21212 0 589390 0 0 0 Margaret F Costella Esq SVP General Counsel-Assistant 290210 0 91160 0 7907 0 64390 0 3885 0 457552 0 0 0 Brian M Crimmins VP, Facilities Planning 232537 0 44057 0 5689 0 11060 0 18008 0 311351 0 0 0 Gary R Davidson SVP and CIO 468992 0 154836 0 80430 0 81221 0 24749 0 810228 0 0 0 Toni Donovan VP, Marketing 205630 0 38761 0 787 0 11141 0 8716 0 265035 0 0 0 Geoffrey W Eddowes SVP Women's Services 311511 0 92890 0 353231 0 76878 0 12108 0 846618 0 0 0 Mark Epler MD Cardiothoracic Surgeon 804080 0 139000 0 34917 0 34000 0 24702 0 1036699 0 0 0 Norma J Ferdinand SVP, Quality (termed 6/3/22) 293162 0 109564 0 73649 0 14500 0 14746 0 505621 0 0 0 T Raymond Foley MD President Physician Services 0 657199 0 226354 0 189765 0 30563 0 18187 0 1122068 0 0 Jennifer L Groff VP Organizational Advancement 0 216437 0 1000 0 2292 0 29910 0 8626 0 258265 0 0 John J Herman President & CEO LG Health 0 529672 0 180842 0 17818 0 79375 0 22248 0 829955 0 0 Alexandra O Jorgensen Chief Human Resources & Organi 282484 0 100053 0 1588 0 79844 0 21588 0 485557 0 0 0 Keith A Kasper Trustee 0 908794 0 439425 0 244852 0 180000 0 25876 0 1798947 0 199527 Elizabeth D Katz VP,Risk MGMT & Corp Compliance 178567 0 32119 0 1752 0 9956 0 17413 0 239807 0 0 0 Denise A Kennedy VP, Financial Services 216909 0 43371 0 3757 0 10549 0 8835 0 283421 0 0 0 Robert P Macina Esq EVP, Chief Admin Officer-Gener 495928 0 150107 0 182718 0 34000 0 19879 0 882632 0 0 0 Kevin B Mahoney Trustee 0 1477722 0 717600 0 264314 0 385800 0 20170 0 2865606 0 230330 Edward J Maloney VP, Information Technology Sha 257834 0 50795 0 21130 0 13811 0 19455 0 363025 0 0 0 Jeremy McGarvey MD Cardiothoracic Surgeon 790497 0 136000 0 62613 0 34000 0 26269 0 1049379 0 0 0 Tammy L Ober SVP, Service Lines 289149 0 82718 0 4554 0 59681 0 24831 0 460933 0 0 0 Richard D Paoletti Former Officer 144588 148401 0 58921 3651 205 7484 0 10627 11084 166350 218611 0 0 Sean P Reynolds VP, Operation-Physician SVCS 0 240949 0 49218 0 1352 0 29201 0 21425 0 342145 0 0 Douglas W Rinehart VP, Controller 221979 0 44026 0 14572 0 12675 0 21524 0 314776 0 0 0 Michael R Ripchinski MD Chief Clinical Officer 463799 0 178788 0 45862 0 150470 0 23909 0 862828 0 0 0 Charmaine S Rochester Chief Financial Officer (term 0 394140 0 101968 0 20124 0 38000 0 20535 0 574767 0 0 Lanyce A Roldan Former Officer 263896 0 42738 0 6895 0 13826 0 17988 0 345343 0 0 0 Christine M Stabler MD VP, Women's Health & Academic 388921 0 77050 0 24602 0 10799 0 19481 0 520853 0 0 0 Cynthia J Stauffer VP, Epic & Clinical APPS 191765 0 43328 0 4466 0 9599 0 9389 0 258547 0 0 0 Lawrence F Strassner III Chief Nursing Officer 334336 0 92936 0 7943 0 114553 0 11379 0 561147 0 0 0 James A Stuccio SVP, Ambulatory & Ancillary SV 0 477668 0 154294 0 21839 0 108287 0 21975 0 784063 0 0 Robert K Wenger Klinghoffer MD Cardiothoracic Surgeon 686081 0 116041 0 7572 0 14500 0 18426 0 842620 0 0 0 Stacey G Youcis UPHS VP Supply chain Infrastru 397853 0 151000 0 7900 0 93839 0 20668 0 671260 0 0 0 SCHEDULE J, PART 1, 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 HOLIDAY GIFT CARDS AS TO PROVIDE TAX ASSISTANCE IN THAT NO TAX BURDENS ARE CREATED WITH THE INTENDED GIFT. HOLIDAY GIFT CARDS IN THE AMOUNT OF $40 PER EMPLOYEE WERE GIVEN DURING THE 2021 TAX YEAR. --------------------------- SCHEDULE J, PART 1, 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 1, 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 1, LINE 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS NO INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2021 CALENDAR YEAR. --------------------------- 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: BURGESS, BRIAN R. NO DISTRIBUTION COSTELLA, MARGARET F. NO DISTRIBUTION EDDOWES, GEOFFREY W. $219,316 FERDINAND, NORMA J. $51,812 FOLEY, T. RAYMOND $167,903 JORGENSEN, ALEXANDRA O. NO DISTRIBUTION MACINA, ROBERT P. $127,548 OBER, TAMMY L. NO DISTRIBUTION RIPCHINSKI, MICHAEL R. NO DISTRIBUTION STRASSNER, LARRY F. NO DISTRIBUTION STUCCIO, JAMES A. NO DISTRIBUTION YOUCIS, STACEY G. NO DISTRIBUTION 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: BERGEN, JAN L. $278,080 DAVIDSON, GARY R. $60,442 HERMAN, JOHN J. NO DISTRIBUTION KASPER, KEITH $199,527 MAHONEY, KEVIN $230,330 PAOLETTI, RICHARD NO DISTRIBUTION ROCHESTER, CHARMAINE S. NO DISTRIBUTION ----------------------- SCHEDULE J, PART 1, 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 THERE UNDER. --------------------------- 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 $160,066,708 AS OF JUNE 30, 2022. Andrea C Byorick Family Member of F. Joseph Byorick, Officer 130142 Employment false Megan E Byorick Family Member of F. Joseph Byorick, Officer 63104 Employment false Cathy J Byorick Family Member of F. Joseph Byorick, Officer 25687 Employment false Chase Z Ober Family Member of Tammy L. Ober, Officer 73352 Employment false Robert Macina Family Member of Robert P. Macina, Officer 39698 Employment false Jeannette Eddowes Family Member of Geoffrey W. Eddowes, Officer 101444 Employment false Benjamin R Stabler Family Member of Christine M. Stabler, MD, Officer 78605 Employment false Shane B Stauffer Family Member of Cindy J. Stauffer, Officer 58627 Employment false David Reed Family Member of Lawrence Strassner, Officer 22452 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 112,234 VISITS DURING FISCAL YEAR 2022. TOTAL PATIENT DAYS FOR THE FISCAL YEAR WERE 197,049. MEDICARE AND MEDICAID PATIENTS CONTRIBUTED 14,376 AND 5,594, RESPECTIVELY, TOWARDS THE 31,541 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 $99.7M 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 $10.3M. --------------------------- FORM 990, PART V, LINE 4A FILING REQUIREMENTS FOR FORM TD-90-22.1 LANCASTER GENERAL HOSPITAL HAS AUTHORITY OVER A FINANCIAL ACCOUNT IN A FOREIGN COUNTRY. HOWEVER, THEY HAVE NO FINANCIAL INTEREST WITHIN THE FOREIGN ACCOUNT. FORM TD-90-22.1, REPORT OF FOREIGN BANK AND FINANCIAL ACCOUNTS (FBAR), FOR CALENDAR YEAR 2021 WAS FILED WITH THE PARENT COMPANY, LANCASTER GENERAL HEALTH (EIN # 23-2250941). --------------------------- FORM 990, PART VI, 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, 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, LINE 7B DECISIONS REQUIRING APPROVAL BY 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, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED AND THE RETURN IS PREPARED BY FINANCE STAFF. THE VICE PRESIDENT-CONTROLLER AND THE ASSISTANT CONTROLLER REVIEWED THE FORM 990 AND IT WAS THEN PROVIDED TO PRICEWATERHOUSECOOPERS 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, 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, 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, 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, LINE 16B JOINT VENTURE 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, 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 FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A EITHER STARTED OR TERMED DURING THE JUNE 30, 2022 FISCAL YEAR: JAN L. BERGEN (TERMED 6/30/21) PAUL CARROLL (STARTED 7/15/21) CHARMAINE ROCHESTER (TERMED 3/18/22) ROBERT MACINA (TERMED 1/28/22) NORMA FERDINAND (TERMED 6/3/22) WILLIAM H. ADAMS, MD (TERMED 12/31/21) KENNETH ARTHUR (STARTED 1/1/22) RICHARD D. PAOLETTI (TERMED 6/30/21) STACEY YOUCIS (TERMED 9/18/21) COMPENSATION LISTED ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II REFLECTS COMPENSATION FOR CALENDAR YEAR 2021. ------------------------ 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 $ (115,337,885) RELATED PARTY TRANSFERS (408,287) INTEREST IN TRANSFERS-CHARITABLE GIFT ANNUITIES 3,354,114 INTEREST IN TRANSFERS-RESTRICTED CONTRIBUTIONS 199,430 OTHER NON-OPERATING INCOME 1,336 INTERCOMPANY TRANSACTIONS-LGH AND NOVASTREAM 98,075 CHANGE IN FAIR VALUE OF PERPETUAL TRUST --------------- $ (112,093,217) TOTAL --------------------------- NOVASTREAM LLC 555 NORTH DUKE STREET LANCASTER PA 17604 475202972 TELECOMM PA 8384543 5988680 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 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 17604 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 17604 205767147 FUNDRAISING PA 501(C)(3) 7 NA false LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER PA 17604 204943109 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL MEDICAL GROUP 1030 NEW HOLLAND AVENUE LANCASTER PA 17601 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 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 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.