2022-05-13T09:08:58-05:00 2021-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2020-07-01 061645496 PENNSYLVANIA COLLEGE OF HEALTH SCIENCES % THOMAS J HULSTINE PENN 7179476000 850 GREENFIELD ROAD LANCASTER PA 17601 MARY GRACE SIMCOX PRESIDENT 7179476000 2022-05-04 true MARY GRACE SIMCOX 999009999 ANTONIO C RUSSO DIRECTOR P00858539 2673303000 2022-05-03 2 2020 2022-09-23 18:48:47Z MARY GRACE SIMCOX 850 GREENFIELD ROAD LANCASTER PA 17601 51906445 false X WWW.PACOLLEGE.EDU X 2002 PA THE COLLEGE'S MISSION IS TO EDUCATE FOR EXCELLENCE IN HEALTHCARE PRACTICE, LEADERSHIP, AND THE CONTINUOUS ACQUISITION OF KNOWLEDGE. 16 13 384 18 137998 0 1241222 3011105 31260715 34460770 415928 638417 312630 262148 33230495 38372440 778917 1052685 0 0 19703783 19792346 0 0 369486 17199895 16970565 37682595 37815596 -4452100 556844 80772993 87566889 80113827 80882678 659166 6684211 X A DYNAMIC AND ACADEMICALLY RIGOROUS INSTITUTION, PENNSYLVANIA COLLEGE OF HEALTH SCIENCES IS A PRIVATE, ACCREDITED, FOUR-YEAR COLLEGE OFFERING ASSOCIATE, BACCALAUREATE AND GRADUATE DEGREE PROGRAMS, AS WELL AS CERTIFICATE PROGRAMS IN HEALTHCARE. LOCATED IN LANCASTER, PA, THE COLLEGE ATTRACTS A SELECT GROUP OF MORE THAN 1,900 STUDENTS TO STUDY WITH FACULTY WHO ARE EXPERTS IN THEIR SPECIALTY AREAS. false false 17689881 1052685 34460770 THE COLLEGE IS A PRIVATE, CO-EDUCATIONAL, MIDDLE STATES-ACCREDITED, FOUR-YEAR COLLEGE OFFERING A VARIETY OF ASSOCIATE, BACCALAUREATE AND GRADUATE DEGREE PROGRAMS, AS WELL AS CERTIFICATE PROGRAMS IN HEALTHCARE. A SELECT GROUP OF MORE THAN 1,900 STUDENTS STUDY WITH FACULTY WHO ARE EXPERTS IN THEIR SPECIALTY AREAS. PA COLLEGE IS THE EDUCATIONAL ARM OF THE LANCASTER GENERAL HEALTH SYSTEM. THE CLINICAL FACILITIES OF THE HOSPITAL ENRICH THE LEARNING ENVIRONMENT FOR STUDENTS. LEARNNG AT THE COLLEGE OCCURS IN AN INTERACTIVE ATMOSPHERE THAT ENCOURAGES AND PROVIDES OPPORTUNITIES FOR SELF-DIRECTION AND CRITICAL THINKING. THE LEARNING ENVIRONMENT IS NURTURING AND PROMOTES THE CULTIVATION OF GLOBAL PERSPECTIVES, SELF-AWARENESS AND INTELLIGENT CITIZENSHIP. THE CURRICULA ARE DEVELOPED TO PROMOTE THE ACQUISITION OF KNOWLEDGE, SKILLS AND ATTITUDES THAT ENABLE LEARNERS TO BECOME PROFESSIONALLY COMPETENT AND SOCIALLY RESPONSIBLE. 9335895 0 124150 THE COLLEGE PROVIDES STUDENTS WITH A COMPLETE SET OF ADMINISTRATIVE SERVICES AND POLICIES THAT PROVIDE FOR A HIGH-QUALITY COLLEGE EXPERIENCE. SOME OF THOSE SERVICES INCLUDE COMPUTING RESOURCES, HEALTH, COUNSELING, CAMPUS SAFETY AND SECURITY, ADVISING AND REGISTRATION, CAREER, AND FINANCIAL AID RESOURCES. AN ONLINE PORTAL PROVIDES A ONE-STOP HOME FOR ALL STUDENT SUPPORT QUESTIONS AND FUNCTIONS. THE PORTAL IS AVAILABLE 24 HOURS, SEVEN DAYS PER WEEK. THE COLLEGE ALSO HAS OVER 8,000 SQUARE FEET DEDICATED TO PROVIDE ACADEMIC SUPPORT SERVICES DESIGNED TO HELP EACH STUDENT ATTAIN MAXIMUM ACADEMIC ACHIEVEMENT. 27025776 true true false false false false false false false true true false false false true true true true true false false false false false false false false false true true false false false false false false true false false false false false false true false false false true X 43 0 true 384 true true true false false false false false false false false false false false X 16 13 false false false false true true true true true false false true true true true true true true true false PA X THOMAS J HULSTINE 7179476000 850 GREENFIELD ROAD LANCASTER PA 17601 X Jan L Bergen Ex Officio Trustee (THRU 3/21) 2.0 53.0 X 0 1351820 2085 Robert P Macina Esq Ex Officio Trustee Advisor 2.0 53.0 X 0 929195 54056 Mary Grace Simcox EdD President 60.0 0.0 X X 517133 0 24801 Alexandra Jorgensen Trustee 2.0 53.0 X 0 366948 100435 Thomas J Hulstine CPA Treasurer 55.0 0.0 X 226511 0 37104 Penni A Longenecker PHD Secretary 55.0 0.0 X 187686 0 29624 Nancy E Florey Assistant Secretary 55.0 0.0 X 176122 0 21379 Ellen B Wylie VP, Advancement 55.0 0.0 X 157941 0 21988 Kevin Balsbaugh Chief Information Officer 55.0 0.0 X 149452 0 27611 JEAN L HERSHEY Associate VP, Academic Affairs 55.0 0.0 X 135376 0 25274 CHERYL J GRAB Dean, Division of Nursing 40.0 0.0 X 132361 0 14457 Erika L Wilkinson AVP, STRATEGIC ENROLLMENT 55.0 0.0 X 116785 0 26061 KATHRYN LOWRY Senior Partner, Education Inno 40.0 0.0 X 121789 0 20210 Evelyn A Potoka Faculty 40.0 0.0 X 111580 0 28439 Kristen D Zulkosky Director Center for Excellence 40.0 0.0 X 120123 0 17527 JOSEPH W YORK Faculty 40.0 0.0 X 113274 0 22629 Susan C Baldrige Trustee 2.0 0.0 X 0 0 0 Brian Groff CPA Trustee 2.0 0.0 X 0 0 0 Alexander Henderson III Esq TRUSTEE 2.0 0.0 X 0 0 0 Jonathan E Hollinger CPA Trustee 2.0 0.0 X 0 0 0 J Samuel Houser Trustee 2.0 0.0 X 0 0 0 Durenda A Juergensen Trustee 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37815596 SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THE COLLEGE FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTIES IN INCOME TAX WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COLLEGE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE UNCERTAIN INCOME TAX POSITIONS. ------------------------------ SCHEDULE D, PART V, LINE 4 DETAIL OF ENDOWMENT FUNDS THE COLLEGE'S ENDOWMENT CONSISTS OF 59 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, INCLUDING SCHOLARSHIPS AND FACULTY AWARDS. THE COLLEGE UTILIZES THE ENDOWMENT FUNDS IN ACCORDANCE WITH THEIR TAX-EXEMPT PURPOSE AND AS SPECIFIED BY THE DONOR. ------------------------------ SCHEDULE D, PART XI DETAIL OF OTHER REVENUE RECONCILIATION ITEMS UNREALIZED GAIN/LOSS $3,200,992 SCHOLARSHIP ALLOWANCES (484,467) CHANGE IN INTEREST IN AFFILIATE 38,748 BAD DEBT-STUDENTS 897,936 BAD DEBT-PLEDGES (7,313) INTEREST INCOME-EMPLOYEE PROGRAMS 155 CONTRIBUTIONS FROM AN AFFILIATE 1,623,233 ----------- TOTAL $5,269,285 -------------------------------------------- SCHEDULE D, PART XII DETAIL OF OTHER EXPENSE RECONCILIATION ITEMS SCHOLARSHIP ALLOWANCES $(484,467) BAD DEBT-STUDENTS 897,936 BAD DEBT-PLEDGES (7,313) --------- TOTAL $ 406,156 -------------------------------------- true true false true true true true false false false false false false false false true false true SCHEDULE E, PART I, LINE 3 PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY THE POLICY WAS INCLUDED AT THE BOTTOM OF ALL WRITTEN ADS, WITHIN ADMISSION MATERIALS, AS WELL AS ON THE COLLEGE WEBSITE THROUGHOUT THE YEAR. AS OF JANUARY 28, 2022, THE COLLEGE ALSO POSTED THE NONDISCRIMINATORY POLICY AT THE BOTTOM OF THE FRONT PAGE OF OUR WEBSITE. IT READS AS FOLLOWS: PENNSYLVANIA COLLEGE OF HEALTH SCIENCES ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS. ------------------------------ SCHEDULE E, PART I, LINE 6A DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE COLLEGE RECEIVES FEDERAL AND STATE FINANCIAL AID FOR STUDENTS ATTENDING DEGREE GRANTING PROGRAMS. AID COMES IN THE FORM OF DIRECT FEDERAL LOANS, FEDERAL PELL GRANTS, FEDERAL SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS (SEOG) AND STATE GRANTS VIA THE PENNSYLVANIA HIGHER EDUCATION ASSISTANCE AGENCY (PHEAA). true FINANCIAL AID SCHOLARSHIPS 315 484467 HIGHER EDUC EMERGENCY RELIEF FUND 850 1154425 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS THE COLLEGE HAS A STUDENT FINANCIAL SERVICES OFFICE WHICH HANDLES ALL FINANCIAL AID AWARDS. STUDENTS ARE REQUIRED TO COMPLETE AN APPLICATION FOR SCHOLARSHIPS. THE STUDENT FINANCIAL SERVICES OFFICE SUMMARIZES ALL THE RELEVANT DATA FROM THE APPLICATIONS. THE STUDENT FINANCIAL SERVICES STAFF REVIEWS ALL APPLICANTS AND SCHOLARSHIP REQUIREMENTS, THEN DECIDES WHO WILL RECEIVE THE AID. HIGHER EDUCATION EMERGENCY RELIEF FUNDS IN LIGHT OF THE COVID-19 PANDEMIC, THE COLLEGE DISTRIBUTED $567,200 TO 255 STUDENTS FROM THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT 2021 (CRRSAA), ALSO KNOWN AS HEERF II. ADDITIONALLY, $587,225 WAS DISTRIBUTED TO 595 STUDENTS FROM THE AMERICAN RESCUE PLAN, ALSO KNOWN AS HEERF III. PA COLLEGE'S METHOD OF EVALUATING ELIGIBILITY WAS ESTABLISHED ON THE STUDENT BEING TITLE IV ELIGIBLE AND BASED OFF THE STUDENT'S EXPECTED FAMILY CONTRIBUTION (EFC) AND ENROLLMENT TO DETERMINE WHICH STUDENTS RECEIVED EMERGENCY FINANCIAL AID GRANTS AND HOW MUCH THEY RECEIVED UNDER SECTION 18004(A)(1) OF THE CARES ACT. X false true X X X X false true false false false false false true false Jan L Bergen Ex Officio Trustee (THRU 3/21) 0 816341 0 332255 0 203224 0 0 0 2085 0 1353905 0 0 Robert P Macina Esq Ex Officio Trustee Advisor 0 509687 0 143436 0 276072 0 33750 0 20306 0 983251 0 14000 Mary Grace Simcox EdD President 501889 0 1500 0 13744 0 14435 0 10366 0 541934 0 0 0 Alexandra Jorgensen Trustee 0 290513 0 74884 0 1551 0 79026 0 21409 0 467383 0 0 Thomas J Hulstine CPA Treasurer 207440 0 1500 0 17571 0 12265 0 24839 0 263615 0 0 0 Penni A Longenecker PHD Secretary 178116 0 1500 0 8070 0 9678 0 19946 0 217310 0 0 0 Nancy E Florey Assistant Secretary 168697 0 1500 0 5925 0 8760 0 12619 0 197501 0 0 0 Kevin Balsbaugh Chief Information Officer 133347 1500 14605 7630 19981 177063 0 Ellen B Wylie VP, Advancement 145080 1500 11361 7951 14037 179929 0 JEAN L HERSHEY Associate VP, Academic Affairs 131817 1500 2059 6908 18366 160650 0 SCHEDULE J, PART I, LINE 1A DETAIL OF ADDITIONAL BENEFITS PROVIDED TAX INDEMNIFICATION & GROSS UPS OFFICERS AND DIRECTORS ARE COMPENSATED BY LANCASTER GENERAL HOSPITAL (EIN# 23-1365353), A RELATED ORGANIZATION. LANCASTER GENERAL HOSPITAL PROVIDED GROSS-UP PAYMENTS TO EMPLOYEES AND TO CERTAIN INDIVIDUALS LISTED ON SCHEDULE J. THE COLLEGE AND AFFILIATED ENTITY, LANCASTER GENERAL HOSPITAL, PROVIDE GROSS-UP PAYMENTS TO EMPLOYEES WHEN THEY RECEIVE HOLIDAY GIFT CARDS SO 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 2020 TAX YEAR. --------------------------------- SCHEDULE J, PART I, LINE 1B WRITTEN POLICY FOR GROSS UP PAYMENTS THERE IS CURRENTLY NO WRITTEN POLICY IN PLACE FOR GROSS UP PAYMENTS. --------------------------------- SCHEDULE J, PART I, LINE 3 COMPENSATION PROCESS THE PENNYSLVANIA COLLEGE OF HEALTH SCIENCES' EXECUTIVE COMPENSATION PROCESS IS OVERSEEN BY THE COMPENSATION COMMITTEE OF THE COLLEGE'S BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE REGULARLY REVIEWS AND, IF NECESSARY, UPDATES THE COLLEGE'S EXECUTIVE COMPENSATION STRATEGY TO ENSURE CLEAR DIRECTION FOR THE ATTRACTION AND RETENTION OF LEADERSHIP AND TO APPROPRIATELY COMPENSATE LEADERS FOR THEIR PERFORMANCE CONTRIBUTIONS. TO AWARD MERIT AND INCENTIVE PAY, AN EVALUATION OF PERFORMANCE AGAINST STRATEGIC GOALS IS CONDUCTED EACH FISCAL YEAR TO DETERMINE THE LEVEL OF INSTITUTIONAL AND INDIVIDUAL PERFORMANCE FOR THE PRESIDENT AND THE EXECUTIVE TEAM. EVERY TWO-THREE YEARS, THE COMPENSATION COMMITTEE WILL REQUEST AN INDEPENDENT THIRD PARTY COMPENSATION STUDY AND MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION, AND TOTAL COMPENSATION REFLECTIVE OF OTHER SIMILARLY-SIZED INSTITUTIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON THE COMMITTEE'S REVIEW AND DISCUSSION OF THE RELATED DATA, THE COMMITTEE TAKES ACTION AND THE ACTIONS ARE RECORDED IN THE COMPENSATION COMMITTEE MEETING MINUTES FOR FUTURE REFERENCE. --------------------------------- SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: LANCASTER GENERAL HEALTH SERP PLAN: THE FOLLOWING INDIVIDUAL 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: JORGENSEN, ALEXANDRA O. - NO PAYOUT DURING CALENDAR YEAR 2020 UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM SERP PLAN: THIS PLAN IS MAINTAINED BY A RELATED ORGANIZATION OF THE COLLEGE. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP 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. 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. $157,080 MACINA, ROBERT P. $117,746 --------------------------------- SCHEDULE J, PART I, LINE 7 PROVISION OF 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 HEALTH CARE SERVICES. AS A REWARD FOR EMPLOYEES' CONTRIBUTIONS TO LANCASTER GENERAL HEALTH'S SUCCESS, THE PLAN PROVIDES THE OPPORTUNITY TO EARN MEANINGFUL INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF LANCASTER GENERAL HEALTH AND THE INDIVIDUAL PARTICIPANTS. SPECIFICALLY, THE PLAN IS DESIGNED TO: FOCUS PARTICIPANTS ON THE ACHIEVEMENT OF ORGANIZATION GOALS RELATED TO PEOPLE, SERVICE, QUALITY/SAFETY, FINANCIAL AND GROWTH; PROMOTE AND FOSTER A TEAM- ORIENTED CULTURE; STRENGTHEN LANCASTER GENERAL HEALTH'S ABILITY TO ATTRACT AND RETAIN SUPERIOR TALENT, RECOGNIZE AND REWARD ACCOMPLISHMENTS THAT CLEARLY ADVANCE THE ORGANIZATION'S MISSION, AND DRIVE STRATEGIES; PROVIDE INCENTIVE AWARDS THAT CAN BE ADJUSTED ANNUALLY FOR DIFFERENT BUSINESS CONDITIONS AND BUSINESS PLAN PRIORITIES WITHOUT CHANGING BASIC DESIGN FEATURES OF THE PLAN; AND PROVIDE ANNUAL INCENTIVE OPPORTUNITIES WITH DUE CONSIDERATION TO THE REQUIREMENTS OF THE INTERMEDIATE SANCTIONS LAW AND THE REGULATIONS THEREUNDER. NON-FIXED PAYMENTS TO PERSONS LISTED IN PART VII, SECTION A, LINE 1A WERE PAID BY THE COLLEGE AND RELATED ENTITY, LANCASTER GENERAL HOSPITAL (EIN#23-1365353). THE PENNYSLVANIA COLLEGE OF HEALTH SCIENCES' EXECUTIVE COMPENSATION PROCESS IS OVERSEEN BY THE COMPENSATION COMMITTEE OF THE COLLEGE'S BOARD OF TRUSTEES. THE COMPENSATION COMMITTEE REGULARLY REVIEWS AND, IF NECESSARY, UPDATES THE COLLEGE'S EXECUTIVE COMPENSATION STRATEGY TO ENSURE CLEAR DIRECTION FOR THE ATTRACTION AND RETENTION OF LEADERSHIP AND TO APPROPRIATELY COMPENSATE LEADERS FOR THEIR PERFORMANCE CONTRIBUTIONS. TO AWARD MERIT AND INCENTIVE PAY, AN EVALUATION OF PERFORMANCE AGAINST STRATEGIC GOALS IS CONDUCTED EACH FISCAL YEAR TO DETERMINE THE LEVEL OF INSTITUTIONAL AND INDIVIDUAL PERFORMANCE FOR THE PRESIDENT AND THE EXECUTIVE TEAM. EVERY TWO-THREE YEARS, THE COMPENSATION COMMITTEE REQUESTS AN INDEPENDENT THIRD PARTY COMPENSATION STUDY AND MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION, AND TOTAL COMPENSATION REFLECTIVE OF OTHER SIMILARLY-SIZED INSTITUTIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON THE COMMITTEE'S REVIEW AND DISCUSSION OF THE RELATED DATA, THE COMMITTEE TAKES ACTION AND THE ACTIONS ARE RECORDED IN THE COMPENSATION COMMITTEE MEETING MINUTES FOR FUTURE REFERENCE. ----------------------------- JAY L LONGENECKER FAMILY MEMBER OF OFFICER 58910 EMPLOYMENT COMPENSATION false FORM 990, PART VI, SECTION B, LINE 6 DETAIL OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF THE COLLEGE IS LANCASTER GENERAL HOSPITAL. --------------------------------- FORM 990, PART VI, SECTION B, LINE 7A DETAIL OF MEMBERS OR STOCKHOLDERS THE BOARD OF TRUSTEES OF LANCASTER GENERAL HOSPITAL APPOINTS THREE DIRECTORS TO THE BOARD OF TRUSTEES OF THE COLLEGE, ONE OF WHOM IS REQUIRED TO BE THE PRESIDENT OF LANCASTER GENERAL HOSPITAL. --------------------------------- FORM 990, PART VI, SECTION B, LINE 7B DETAIL OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF THE COLLEGE IS LANCASTER GENERAL HOSPITAL. THE SOLE MEMBER MAY INITIATE OR IMPLEMENT ANY PROPOSAL WITH RESPECT TO ANY OF THE FOLLOWING: AMENDMENT OF CHARTER, CERTIFICATE OF ARTICLES OF INCORPORATION OR BYLAWS; SALE, PURCHASE, LEASE OR ENCUMBRANCE WITH DEBT; THE TRANSFER OF ANY ASSETS OF THE CORPORATION, EXCLUDING EQUIPMENT; ELECTION OR REMOVAL OF THE BOARD OF TRUSTEES OF THE CORPORATION; THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; THE APPROVAL OF INVESTMENT ADVISORS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF THE CORPORATION; AND THE APPROVAL OF NON-BUDGETED EXPENDITURES. --------------------------------- FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES TRNA-CHANGE IN INTEREST IN AFFILIATE $ 26,437 TRNA-UNREALIZED GAIN/LOSS $ 5,082 PRNA-UNREALIZED GAIN/LOSS $3,195,910 PRNA-CHANGE IN INTEREST IN AFFILIATE $ 14,155 URNA-CHANGE IN INTEREST IN AFFILIATE $ (1,844) INTEREST INCOME-EMPLOYEE PROGRAMS $ 154 RELATED PARTY CONTRIBUTIONS $1,623,233 ---------- TOTAL $4,863,128 --------------------------------- 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 THE COLLEGE 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 THE COLLEGE, SITUATIONS WHICH MAY GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS DESCRIBED IN THE POLICY. --------------------------------- FORM 990, PART VI, SECTION B, LINE 14 DOCUMENT RETENTION AND DESTRUCTION POLICY THE ORGANIZATION HAS A DOCUMENT RETENTION POLICY WHICH OUTLINES PROCEDURES, RESPONSIBILITIES AND TIMELINES FOR THE STORAGE AND DESTRUCTION OF RECORDS AND INFORMATION. --------------------------------- FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS LANCASTER GENERAL HEALTH'S EXECUTIVE COMPENSATION PROCESS INCLUDES THE FOLLOWING REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH IS COMPRISED OF INDEPENDENT TRUSTEES. AN EVALUATION OF PERFORMANCE AGAINST GOALS IS CONDUCTED AT THE CLOSE OF EACH FISCAL YEAR TO DETERMINE THE LEVEL OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OF THE CEO AND SENIOR EXECUTIVES SO AS TO DETERMINE MERIT AND INCENTIVE PAY ACTIONS. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMMITTEE AND REFLECTS A MARKET BASE OF SIMILARLY-SIZED ORGANIZATIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON REVIEW AND DISCUSSION OF THE RELATED DATA AND INFORMATION THE COMMITTEE TAKES ACTION WHICH IS RECORDED IN THE MEETING MINUTES WHICH ARE THEN FILED FOR FUTURE REFERENCE. --------------------------------- FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABE TO THE PUBLIC THE COLLEGE WILL PROVIDE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. --------------------------------- FORM 990, PART VII, SECTION A COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES THE PA COLLEGE OF HEALTH SCIENCES BOARD TERM COINCIDES WITH THE ORGANIZATION'S FISCAL YEAR AND RUNS FROM JULY 1 THRU JUNE 30. 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. --------------------------------- FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING WAS GATHERED AND THE RETURN WAS PREPARED BY FINANCE STAFF. THE CONTROLLER REVIEWED THE FORM 990, AND IT WAS PROVIDED TO PRICEWATERHOUSECOOPERS LLP (PWC) FOR THEIR REVIEW. THE VICE PRESIDENT, FINANCE AND ADMINISTRATION, AND THE AUDIT AND COMPLIANCE COMMITTEE FROM PA COLLEGE'S BOARD OF TRUSTEES REVIEWED THE FORM AFTER PWC'S REVIEW. IN ADDITION, ALL MEMBERS OF THE GOVERNING BODY, INCLUDING THE PA COLLEGE PRESIDENT WHO SIGNED THE FORM,WERE GIVEN THE OPPORTUNITY TO REVIEW THE 990 ONLINE PRIOR TO THE FILING OF THE FORM. --------------------------------- FORM 990, PART XII, LINE 2B DETAIL OF CONSOLIDATED FINANCIAL STATEMENTS THE COLLEGE'S FINANCIAL STATEMENTS WERE AUDITED BY PRICEWATERHOUSECOOPERS LLP, AN INDEPENDENT ACCOUNTING AUDIT AND ASSURANCE FIRM, ON A SEPARATE BASIS AND A CONSOLIDATED BASIS. THE FINANCIAL INFORMATION FOR LANCASTER GENERAL HEALTH AND ITS AFFILIATES, INCLUDING PENNSYLVANIA COLLEGE OF HEALTH SCIENCES, WAS INCLUDED IN THE UNIVERSITY OF PENNSYLVANIA'S COMBINED FINANCIAL STATEMENTS AND AUDITED ON A CONSOLIDATED BASIS. 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