LANCASTER GENERAL HEALTH FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
LANCASTER GENERAL HEALTH FOUNDATION (EIN 20-5767147)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-03
IRS object ID
201611249349300306
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-03T08:00:41-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205767147EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lancaster General Health FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLANCBusinessNameControlTxt
Phone7175444926PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 North Duke StreetAddressLine1Txt
CityLancasterCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176043555ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDennis RoemerPersonNm
Person TitleEVP & CFOPersonTitleTxt
Signature2016-05-03SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Dennis Roemer EVP & CFOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 North Duke StreetAddressLine1Txt
CityLancasterCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176043555ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,454,399GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2006FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionThe mission of the Lancaster General Health Foundation is to advance the culture and philanthropy within the Lancaster General Health System.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers48TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$96,230PYContributionsGrantsAmt
CY Contributions Grants$95,185CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,446,392PYInvestmentIncomeAmt
CY Investment Income$427,517CYInvestmentIncomeAmt
PY Other Revenue$61,536PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,604,158PYTotalRevenueAmt
CY Total Revenue$522,702CYTotalRevenueAmt
PY Grants And Similar Paid$413,616PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$519,536CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$319,453CYTotalFundraisingExpenseAmt
PY Other Expenses$827,703PYOtherExpensesAmt
CY Other Expenses$564,805CYOtherExpensesAmt
PY Total Expenses$1,241,319PYTotalExpensesAmt
CY Total Expenses$1,084,341CYTotalExpensesAmt
PY Revenues Less Expenses$362,839PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$561,639CYRevenuesLessExpensesAmt
Total Assets BOY$12,611,289TotalAssetsBOYAmt
Total Assets EOY$12,911,848TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$391,515TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,611,289NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,520,333NetAssetsOrFundBalancesEOYAmt
MissionThe Lancaster General Health Foundation is organized and operated to benefit, perform the functions of, or carry out the purposes of members of the healthcare system of Lancaster General Health, a non-profit corporation described in section 501 (c)(3) of the Internal Revenue Code, including Lancaster General Hospital, Lancaster General Medical Group, Pennsylvania College of Health Sciences, The Heart Group of Lancaster General Health, and Lancaster General Columbia Health Center, each of which is a section 501(c)(3) organization and a public charity described in either Section 509(a)(1) or Section 509(a)(2) of the Code.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$519,536ExpenseAmt
Grant$519,536GrantAmt
Revenue$167,873RevenueAmt
DescFUNDRAISING PROGRAMS: THE FOUNDATION SUPPORTS MEMBERS OF THE HEALTHCARE SYSTEM OF LANCASTER GENERAL HEALTH BY, AMONG OTHER THINGS, ENGAGING IN FUNDRAISING AND PROVIDING FINANCIAL SUPPORT TO THE SUPPORTED ORGANIZATIONS AND BY ADMINISTERING AND INVESTING FUNDS FOR THEIR BENEFIT, ALL IN ORDER TO ASSIST THEM IN CARRYING OUT THEIR SECTION 501(C)(3) CHARITABLE HEALTH MISSIONS BY ENHANCING THE DELIVERY OF HEALTH CARE SERVICES AND IMPROVING AND ENHANCING COMMUNITY HEALTH.Desc
Total Program Service Expenses$519,536TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersfalsePoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dennis Roemer EVP & CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7175444926PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 North Duke StreetAddressLine1Txt
CityLancasterCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176043555ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Jay R Bucher
VP Development & President Lancaster General Health Foundation2.0048.00Yes (X)Yes (X)$0$315,577$34,067
Margaret F Costella Esq
Secretary2.0053.00Yes (X)Yes (X)$0$283,383$20,273
Jennifer L Groff
VP Organizational Adv & President2.0053.00Yes (X)Yes (X)$0$106,418$11,757
James E Hipolit Esq
Vice Chairperson/Chairperson2.000Yes (X)Yes (X)$0$0$0
Walter Legenstein
Chairperson2.000Yes (X)Yes (X)$0$0$0
Kathleen Smarilli
Vice Chairperson2.000Yes (X)Yes (X)$0$0$0
Thomas E Beeman PhD
Trustee2.0058.00Yes (X)$0$1,211,154$352,361
Rebecca S Bumstead
Trustee2.002.00Yes (X)$0$0$0
Frank Chesters
Trustee2.000Yes (X)$0$0$0
Judy Cook
Trustee2.000Yes (X)$0$0$0
Gloria Degler
Trustee2.000Yes (X)$0$0$0
John Garofola MD
Trustee2.000Yes (X)$0$0$0
Jane W Kohn
Trustee2.000Yes (X)$0$0$0
Gregory S Lefever
Trustee2.000Yes (X)$0$0$0
Robert Patterson
Trustee2.000Yes (X)$0$0$0
Diane Poillon
Trustee2.000Yes (X)$0$0$0
Ron Schrotberger
Trustee2.000Yes (X)$0$0$0
William Shaughnessy
Trustee2.002.00Yes (X)$0$0$0
Charles Snyder
Trustee2.000Yes (X)$0$0$0
Hank Spire
Trustee2.000Yes (X)$0$0$0
W Garth Sprecher
Trustee2.000Yes (X)$0$0$0
Lydia Yeager
Trustee2.000Yes (X)$0$0$0
Nikitas Zervanos
Trustee2.000Yes (X)$0$0$0
Robert P Macina Esq
Assistant Secretary2.0053.00Yes (X)$0$1,287,923$121,928
Douglas W Rinehart
Treasurer2.0053.00Yes (X)$0$221,242$31,521
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,425,698TotReportableCompRltdOrgAmt
Total Other Compensation$571,907TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$3,647FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$91,538AllOtherContributionsAmt
Noncash Contributions$18,477NoncashContributionsAmt
Total Contributions$95,185TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$259,644TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$259,644ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,093,824SecuritiesAmt
Other$5,746OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$14,925,754SecuritiesAmt
Other$5,943OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$168,070SecuritiesAmt
Other-$197OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$167,873TotalRevenueColumnAmt
Related Or Exempt Func Income$167,873RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$522,702TotalRevenueColumnAmt
Related Or Exempt Func Income$167,873RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$259,644ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$519,536TotalAmt
Program Services$519,536ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,624TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,624ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,094TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,094ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,582TotalAmt
Program Services$0ProgramServicesAmt
Management And General$2,582ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Purchased Services$336,594$0$67,345$269,249
Management Fees$152,503$0$152,503$0
Fundraising$50,204$0$0$50,204
Banking$19,204$0$19,204$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,084,341TotalAmt
Program Services$519,536ProgramServicesAmt
Management And General$245,352ManagementAndGeneralAmt
Fundraising$319,453FundraisingAmt

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,487,641BOYAmt
EOY$12,822,635EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$123,648BOYAmt
EOY$89,213EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,611,289BOYAmt
EOY$12,911,848EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$391,515EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$391,515EOYAmt

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,611,289BOYAmt
EOY$12,460,685EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$59,648EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,611,289BOYAmt
EOY$12,520,333EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,611,289BOYAmt
EOY$12,911,848EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$561,639ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$82,100NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$552,783OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations5SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
LANCASTER GENERAL HOSPITAL
2313653533Yes (true)$359,536$0
Pennsylvania (PA) College of Health Sciences
0616454962Yes (true)$160,000$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$519,536SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part IV, Section B, Line 2 Type I Supporting OrganizationsFormAndLineReferenceDesc
ExplanationExcept with respect to Lancaster General-Columbia Center and the Pennsylvania College of Health Science, Lancaster General Health is the direct parent/sole member of each organization supported by Lancaster General Health Foundation as well as the direct parent/sole member of Lancaster General Health Foundation with authority to appoint at least a majority of the directors/trustees of Lancaster General Health Foundation. Lancaster General Health Foundation also supports Lancaster General-Columbia Center and the Pennsylvania College of Health Science, which supported organizations' direct parent/sole member is Lancaster General Hospital, another supported organization of Lancaster General Health Foundation the direct parent/sole member of which is Lancaster General Health. As such, Lancaster General Health Foundation's support of Lancaster General-Columbia Center and the Pennsylvania College of Health Science carries out the common charitable purposes of all of the supported organizations, which organizations have a common ultimate parent organization, Lancaster General Health .ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRelated PartyDesc
Amt$391,515Amt
FieldValueIRS element (for citing)
Total Liability$391,515TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$993,385TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$82,100NetUnrealizedGainsInvstAmt
Other Revenue$552,783OtherRevenueAmt
Revenue Not Reported$470,683RevenueNotReportedAmt
Revenue Subtotal$522,702RevenueSubtotalAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$522,702TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$564,805TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$564,805ExpensesSubtotalAmt
Other Expenses Not Included$519,536OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$519,536ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,084,341TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteLancaster General Health Foundation follows the accounting guidance for uncertainties in income tax positions under ASC 740 which requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to the positions taken or expected to be taken in a corporate income tax return. Lancaster General Health Foundation does not believe its financial statements include any uncertain income tax positions.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990Related Party Transfers - 552783
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statementsRelated Party Transfers - 519536

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Lancaster General Hospital
555 North Duke StreetLancasterPA17604231365353$359,536Lancaster General Hospital: 23-1365353 The Lancaster General Hospital Population Health Fellowship program award of $123,000 was given in order to develop a network of physicians in leading the move to Accountable Care in Lancaster County. The grant will enable the felllowship to provide additional education to physicians, and increase access to care for the most challenging patient population. The Lancaster General Hospital Neuroscience Back Pain program received funding of $236,536 to deliver a standardized ambulatory approach for high volume condition - acute low back pain. The target popluation includes adults with acute onset of low back pain in the outpatient community. The program's initiative is to provide improved patient care outcomes while reducing per capita costs of care.
Pennsylvania (PA) College of Health Sciences
850 Greenfield RoadLancasterPA17601061645496$160,000Pennsylvania College of Health Sciences 06-1645496: The PA College of Health Sciences received funding to support the implementation of the Population Health Fellowship program by providing resources to implement a successful delivery model through training initiatives.
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part I, Line 2 Description Of Procedure For Monitoring Use Of Grant FundsAll supported organizations of the Lancaster General Health Foundation are eligible for grant funding. They include: Lancaster General Hospital, Lancaster General Medical Group, Pennsylvania College of Health Sciences, The Heart Group of Lancaster General Health, and Lancaster General Health-Columbia Health Center. Grants are awarded for a period of one fiscal year. Progress reports are due from the grant recipients mid-year through the grant term. A final report is required at the end of the grant term and should contain the following information: A statement of the project's principal objectives, discussion of the outcomes, findings or progress of the report, and a fiscal report on how the funds were utilized. All unexpended funds must be returned to the Lancaster General Health Foundation at the end of the grant term.
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.All supported organizations of the Lancaster General Health Foundation are eligible for grant funding. They include: Lancaster General Hospital, Lancaster General Medical Group, Pennsylvania College of Health Sciences, The Heart Group of Lancaster General Health, and Lancaster General Health-Columbia Health Center. Grants are awarded for a period of one fiscal year. Progress reports are due from the grant recipients mid-year through the grant term. A final report is required at the end of the grant term and should contain the following information: A statement of the project's principal objectives, discussion of the outcomes, findings or progress of the report, and a fiscal report on how the funds were utilized. All unexpended funds must be returned to the Lancaster General Health Foundation at the end of the grant term.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jay R Bucher
VP Development & President Lancaster General Health Foundation$0$291,506$0$0$0$24,072$0$20,800$0$13,267$0$349,644$0$0
Margaret F Costella Esq
Secretary$0$232,378$0$47,000$0$4,005$0$18,200$0$2,073$0$303,656$0$0
Thomas E Beeman PhD
Trustee$0$883,486$0$305,000$0$22,668$0$338,671$0$13,690$0$1,563,516$0$0
Robert P Macina Esq
Assistant Secretary$0$390,026$0$139,560$0$758,337$0$108,500$0$13,428$0$1,409,852$0$0
Douglas W Rinehart
Treasurer$0$181,603$0$37,858$0$1,781$0$16,784$0$14,737$0$252,763$0$0

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelThe amount provided for travel for companions was $2,612. These payments were considered taxable.
Schedule J, Part I, Line 1a Tax indemnification and gross-up paymentsOfficers and Directors are compensated by Lancaster General Hospital (EIN# 23-1365353) a related organization. Lancaster General Hospital provides 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 $15 per employee were given during the 2014 tax year.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensationLancaster General Health's executive compensation process includes the following review and action by the Executive Committee of the Board of Trustees which is comprised of independent trustees. An evaluation of performance against goals is conducted at the close of a fiscal year to determine the level of organizational and individual performance of the CEO and senior executives so as to determine merit and incentive pay actions. Market data for base salary, total cash compensation and total compensation is provided by an independent third party to the Committee and reflects a market basket of similarly sized organizations with comparable executive positions. Upon review and discussion of the related data and information the Committee takes action which is recorded in the meeting minutes which are then filed for future reference.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement planTotal distributions and/or contributions to a non-qualified Supplemental Retirement Plan amounted to $408,171. Contributions to this non-qualified plan were made for two individuals.
Schedule J, Part I, Line 7 Non-fixed paymentsNon-fixed payments to persons listed in part VIII, Section A, line 1a were paid by Lancaster General Hospital (EIN#23-1365353). 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 there under.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 12a POLICIES AND PROCEDURESTHE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, SECTION B, LINE 12A,14, AND 16B. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BOARD.
Form 990, Part VI, Line 6 Classes of members or stockholdersThe business and affairs of the Corporation shall be governed by a board of not less than three (3) nor more than forty-five (45) trustees who shall be natural persons of full age. The number of trustees shall be such a number as shall have been last specified by resolution of the Sole Member. The number of trustees shall include ex-officio trustees. Trustees need not be residents of Pennsylvania. At all times, the board shall include at least one individual who is then serving as an officer, trustee, or director of each of the Specified Organizations.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing bodyEach year, as nearly as possible, one-third (1/3) of the trustees shall be elected to hold office for a term of three (3) years.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholdersAt all meetings of the Board, a majority of the trustees then in office shall be necessary to constitute a quorum for the transaction of business and the acts of the Board of Trustees, except as may otherwise be specifically provided by statute, by the Articles of Incorporation, or by the Bylaws
Form 990, Part VI, Line 10b Monitoring compliance of local unit's activitiesThe organization has policies and procedures governing the activities of its affiliates. However, they are not currently approved by the governing board.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe Vice President-Controller, and the Director of Accounting reviewed the Form 990. 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 electronic filing.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialLancaster General Health's executive compensation process includes the following review and action by the Executive Committee of the Board of Trustees which is comprised of independent trustees. An evaluation of performance against goals is conducted at the close of a fiscal year to determine the level of organizational and individual performance of the CEO and senior executives so as to determine merit and incentive pay actions. Market data for base salary, total cash compensation and total compensation is provided by an independent third party to the Committee and reflects a market basket of similarly sized organizations with comparable executive positions. Upon review and discussion of the related data and information the Committee takes action which is recorded in the meeting minutes which are then filed for future reference.
Form 990, Part VI, Line 15b Process to establish compensation of other employeesLancaster General Health's executive compensation process includes the following review and action by the Executive Committee of the Board of Trustees which is comprised of independent trustees. An evaluation of performance against goals is conducted at the close of a fiscal year to determine the level of organizational and individual performance of the CEO and senior executives so as to determine merit and incentive pay actions. Market data for base salary, total cash compensation and total compensation is provided by an independent third party to the Committee and reflects a market basket of similarly sized organizations with comparable executive positions. Upon review and discussion of the related data and information the Committee takes action which is recorded in the meeting minutes which are then filed for future reference.
Form 990, Part VI, Line 19 Required documents available to the publicLancaster General Health Foundation does not make the governing documents, conflict of interest policy, or financial statements available to the public.
Form 990, Part VII, Section A, Line 1a Average Hours per weekThe hours noted in column (B) relate to the hours dedicated to the filing organization and/or to other organizations within the Lancaster General Health System. The hours disclosed relate to time served on a Board and/or for services provided resulting in compensation paid.
Form 990, Part XI, Line 9 Other changes in net assets or fund balancesRelated Party Transfers - 552783;

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
LANCASTER GENERAL HEALTH
555 NORTH DUKE STREETLANCASTERPA17604232250941MGMT & FIN. SUPPORT TO CONTROLLED ORG. & UNDERTAKING ACTIVITIES TO IMPROVE THE HEALTH OF COMMUNITYPA501(c)(3Type IINAfalse
LANCASTER GENERAL MEDICAL GROUP
1030 NEW HOLLAND AVENUELANCASTERPA17601232777286PROVIDE CHARITABLE PRIMARY AND SPECIALTY HEALTHCAREPA501(c)(33LANCASTER GENERAL HEALTHfalse
LANCASTER GENERAL HEALTH-COLUMBIA CENTER
306 NORTH 7TH STREETCOLUMBIAPA17512230485650ACUTE PRIMARY CARE/FACILITY MGMT OP SVCSPA501(c)(33LANCASTER GENERAL HOSPITALfalse
PENNSYLVANIA COLLEGE OF HEALTH SCIENCES
410 NORTH LIME STREETLANCASTERPA17602061645496PROVIDE SUPPORT AND PROMOTE HEALTHCARE EDUCATIONPA501(c)(32LANCASTER GENERAL HOSPITALfalse
LANCASTER GENERAL HEALTH HOLDINGS INC
555 NORTH DUKE STREETLANCASTERPA17604204943109PROMOTING, SUPPORTING, SPONSORING, AND PROVIDING HEALTH CARE AND RELATED SERVICESPA501(c)(34LANCASTER GENERAL HEALTHfalse
UNITED AUXILIARIES TO LANCASTER GENERAL HOSPITAL
555 NORTH DUKE STREETLANCASTERPA17604231976868TO PROMOTE AND ADVANCE LANCASTER GENERAL HOSPITAL'S PLANS & PROGRAMSPA501(c)(39NAfalse
THE HEART GROUP OF LANCASTER GENERAL HEALTH
217 HARRISBURG AVELANCASTERPA17603300634510PROVIDES SPECIALTY CARDIOLOGY HEALTHCARE SERVICESPA501(c)(34LANCASTER GENERAL HEALTHfalse
LANCASTER GENERAL HOSPITAL
555 NORTH DUKE STREETLANCASTERPA17604231365353TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES SERVEDPA501(c)(33LANCASTER GENERAL HEALTHfalse
LANCASTER GENERAL HEALTH INNOVATIVE SOLUTIONS INC
555 NORTH DUKE STREETLANCASTERPA17604460589543TO CONCEIVE AND LAUNCH NOVEL HEALTHCARE SERVICES AND PRODUCTSPA501(c)(3Type ILANCASTER GENERAL HEALTHfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
LANCASTER PET PARTNERSHIP LLP
PO BOX 4216LANCASTERPA17604233102793MEDICAL SERVICESPALANCASTER GENERAL IMAGING CORPORATIONN/A
MRI GROUP LLP
PO BOX 4216LANCASTERPA17604331011386MEDICAL SERVICESPALANCASTER GENERAL IMAGING CORPORATIONN/A
LG HEALTH COMMUNITY CARE COLLABORATIVE LLC
555 NORTH DUKE STREETLANCASTERPA17602455542179ACCOUNTABLE CARE ORGANIZATIONPALANCASTER GENERAL HOSPITALRelatedfalseYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
LANCASTER GENERAL SERVICES BUSINESS TRUST
607 NORTH DUKE STREETLANCASTERPA17602232250128OWNS & OPERATES REAL ESTATE PROPERTY, PHARMACY & HOME INFUSION COMPANYPALANCASTER GENERAL HEALTHTrustfalse
BARGE GANSE VENACARE BUSINESS TRUST
607 NORTH DUKE STREETLANCASTERPA17602232113017PHARMACY & OWNER OF HOME INFUSION THERAPY SERVICES COMPANYPALANCASTER GENERAL SERVICES BUSINESS TRUSTTrustfalse
LANCASTER GENERAL INSURANCE COMPANY
980176655INSURANCELANCASTER GENERAL HEALTHC CorporationfalseCJ
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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