LANCASTER GENERAL HEALTH FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LANCASTER GENERAL HEALTH FOUNDATION (EIN 20-5767147)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201431289349302533
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T20:00:30-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205767147 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER GENERAL HEALTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LANC | NameControl |
| Phone | 7175444926 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 North Duke Street | AddressLine1 |
| City | Lancaster | City |
| State | PA | State |
| ZIP Code | 176043555 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS ROEMER | Name |
| Title | EVP & CFO | Title |
| Date Signed | 2014-05-08 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS ROEMER EVP & CFO | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 North Duke Street | AddressLine1 |
| City | Lancaster | City |
| State | PA | State |
| ZIP Code | 176043555 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7308277 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE LANCASTER GENERAL HEALTH FOUNDATION IS TO ADVANCE THE CULTURE AND PHILANTHROPY WITHIN THE LANCASTER GENERAL HEALTH SYSTEM. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 27289 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 53212 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 358619 | InvestmentIncomePriorYear |
| Investment Income Current Year | 245891 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -10536 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 375372 | TotalRevenuePriorYear |
| Total Revenue Current Year | 299103 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 350000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 350000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 309180 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 549277 | OtherExpensePriorYear |
| Other Expenses Current Year | 551390 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 899277 | TotalExpensesPriorYear |
| Total Expenses Current Year | 901390 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -523905 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -602287 | RevenuesLessExpensesCY |
| Total Assets BOY | 10089173 | TotalAssetsBOY |
| Total Assets EOY | 11024252 | TotalAssetsEOY |
| Total Liabilities BOY | 154040 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9935133 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11024252 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE 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, LANCASTER GENERAL HEALTH INNOVATIVE SOLUTIONS, INC., 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 350000 | Expense |
| Grants | 350000 | Grants |
| Revenue | 34175 | Revenue |
| Description | FUNDRAISING 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 THER SECTION 501(C)(3) CHARITABLE HEALTH MISSIONS BY ENHANCING THE DELIVERY OF HEALTH CARE SERVICES AND IMPROVING AND ENHANCING COMMUNITY HEALTH. | Description |
| Total Program Service Expense | 350000 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicy |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dennis Roemer EVP & CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7175444926 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 North Duke Street | AddressLine1 |
| City | Lancaster | City |
| State | PA | State |
| ZIP Code | 176043555 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| JAY R BUCHER | |||||||
| VP Development & President Lancaster General Health Foundation | 2.00 | 52.00 | X | X | 0 | 294598 | 25414 |
| PATRICK D WHALEN | |||||||
| Vice Chairperson | 2.00 | 4.00 | X | X | 0 | 0 | 0 |
| WALTER LEGENSTEIN | |||||||
| Chairperson | 2.00 | 0 | X | X | 0 | 0 | 0 |
| ABIGAIL STEWART | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| DIANE POILON | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| FRANK CHESTERS | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| GREGORY S LEFEVER | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| JAMES E HIPOLIT ESQ | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| JAMES P ARGIRES MD | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| JANE W KOHN | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| JUDY COOK | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| KATHLEEN SMARILLI | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| LAWRENCE BONCHEK | |||||||
| Trustee | 2.00 | 20.00 | X | 0 | 150017 | 6001 | |
| REBECCA S BUMSTEAD | |||||||
| Trustee | 2.00 | 4.00 | X | 0 | 0 | 0 | |
| ROBERT B FALK MD | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| RON SCHROTBERGER | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| SUSAN C ECKERT | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| THOMAS E BEEMAN PHD | |||||||
| Trustee | 2.00 | 74.00 | X | 0 | 1102183 | 187276 | |
| W GARTH SPRECHER | |||||||
| Trustee | 2.00 | 0 | X | 0 | 0 | 0 | |
| WILLIAM SHAUGHNESSY | |||||||
| Trustee | 2.00 | 2.00 | X | 0 | 0 | 0 | |
| F JOSEPH BYORICK III | |||||||
| Treasurer | 2.00 | 71.00 | X | 0 | 608292 | 27874 | |
| MARGARET F COSTELLA ESQ | |||||||
| Secretary | 2.00 | 65.00 | X | 0 | 241917 | 11582 | |
| ROBERT P MACINA ESQ | |||||||
| Assistant Secretary | 2.00 | 73.00 | X | 0 | 465885 | 104569 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2862892 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 362714 | TotalOtherCompensation |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 1187 | FederatedCampaigns |
| All Other Contributions | 52025 | AllOtherContributions |
| Total Contributions | 53212 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| Total Revenue ColumnTotalRevenueColumn |
|---|
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211716 | TotalRevenueColumn |
| Exclusion | $211,716 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7043349 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7009174 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 34175 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34175 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34175 | RelatedOrExemptFunctionIncome |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| Total Revenue ColumnTotalRevenueColumn |
|---|
| 0 |
| 0 |
| 0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 299103 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34175 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $211,716 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350000 | Total |
| Program Services | 350000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500 | Total |
| Management And General | 500 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8043 | Total |
| Management And General | 8043 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2094 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2094 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1946 | Total |
| Management And General | 1946 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| PURCHASED SERVICES | 289549 | 57910 | 231639 |
| MANAGEMENT FEES | 154625 | 154625 | |
| FUNDRAISING | 78541 | 1000 | 77541 |
| BANKING | 16092 | 16092 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 901390 | Total |
| Program Services | 350000 | ProgramServices |
| Management And General | 242210 | ManagementAndGeneral |
| Fundraising | 309180 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10059583 | BOY |
| EOY | 10995734 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29590 | BOY |
| EOY | 28518 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10089173 | BOY |
| EOY | 11024252 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154040 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154040 | BOY |
| EOY | 0 | EOY |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9935133 | BOY |
| EOY | 11024252 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9935133 | BOY |
| EOY | 11024252 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10089173 | BOY |
| EOY | 11024252 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -602287 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1055280 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 636126 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | Supported Organization NotifiedSupportedOrganizationNotified | Organized In USOrganizedInUS | AmountAmount |
|---|---|---|---|---|---|
| LANCASTER GENERAL HOSPITAL | |||||
| 231365353 | 3 | true | true | true | $50,000 |
| LANCASTER GENERAL MEDICAL GROUP | |||||
| 232777286 | 3 | true | true | true | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 350000 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 1632391 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1047162 | NetUnrealizedGainsInvestments |
| Other Revenues | 286126 | OtherRevenues |
| Revenue Not Rptd F990 | 1333288 | RevenueNotRptdF990 |
| Revenue Subtotal | 299103 | RevenueSubtotal |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 299103 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 543347 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 543347 | ExpensesSubtotal |
| Other Expenses Not Included | 358043 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 358043 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 901390 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XI, Line 2d | RELATED PARTY CONTRIBUTION - 286126; |
| Other expenses in form 990 not in audited financial statements | Schedule D, Part XII, Line 4b | CHARTWELL INVESTMENT SERVICES - 8043; GRANT ALLOCATION - 350000; |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| LANCASTER GENERAL MEDICAL GROUP | |||||||
| 1030 NEW HOLLAND AVENUE | BLDG 12A SUITE 100 | LANCASTER | PA | 17601 | 232777286 | 300000 | SEE SUPPLEMENTAL |
| LANCASTER GENERAL HOSPITAL | |||||||
| 555 N DUKE STREET | LANCASTER | PA | 17604 | 231365353 | 50000 | SEE SUPPLEMENTAL | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PURPOSE OF GRANT OR ASSISTANCE | SCHEDULE I, PART II, LINE 1(H) | LANCASTER GENERAL MEDICAL GROUP (LGMG), 23-2777286 THE LANCASTER GENERAL PHYSICIANS SERVICES (UNDER LGMG) RECEIVED FUNDING TO SUPPORT THE IMPLEMENTATION OF A NEW HOME MEDICAL MODEL, TO TRANSFORM CARE DELIVERY TO THE PATIENT-CENTERED MEDICAL HOME MODEL TO ADVANCE OUR COMMUNITY'S HEALTH. LANCASTER GENERAL HOSPITAL, 23-1365353 THE LANCASTER GENERAL HOSPITAL FAMILY COMMUNITY MEDICINE RECEIVED FUNDING TO PROVIDED SUPPORT FOR THE GERIATRICS FELLOWSHIP. |
| Procedures for monitoring use of grant funds | Schedule I, Part I, Line 2 | 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, LANCASTER GENERAL HEALTH INNOVATIVE SOLUTIONS, INC., 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F JOSEPH BYORICK III | ||||||||||||||
| TREASURER | 0 | 430171 | 0 | 143198 | 0 | 34923 | 0 | 10200 | 0 | 17674 | 0 | 636166 | 0 | 0 |
| JAY R BUCHER | ||||||||||||||
| VP DEVELOPMENT & PRESIDENT LANCASTER GENERAL HEALTH FOUNDATION | 0 | 271429 | 0 | 0 | 0 | 23169 | 0 | 10200 | 0 | 15214 | 0 | 320011 | 0 | 0 |
| LAWRENCE BONCHEK | ||||||||||||||
| TRUSTEE | 0 | 149999 | 0 | 0 | 0 | 18 | 0 | 6001 | 0 | 0 | 0 | 156018 | 0 | 0 |
| MARGARET F COSTELLA ESQ | ||||||||||||||
| SECRETARY | 0 | 210092 | 0 | 29930 | 0 | 1895 | 0 | 9677 | 0 | 1905 | 0 | 253499 | 0 | 0 |
| ROBERT P MACINA ESQ | ||||||||||||||
| ASSISTANT SECRETARY | 0 | 330092 | 0 | 112405 | 0 | 23388 | 0 | 89000 | 0 | 15569 | 0 | 570454 | 0 | 0 |
| THOMAS E BEEMAN PHD | ||||||||||||||
| TRUSTEE | 0 | 740998 | 0 | 341264 | 0 | 19920 | 0 | 171551 | 0 | 15725 | 0 | 1289458 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Tax indemnification and gross-up payments | Schedule J, Part I, Line 1a | OFFICERS AND DIRECTORS ARE COMPENSATED BY LANCASTER GENERAL HOSPITAL (EIN# 23-1365353) A RELATED ORGANIZATION. LANCASTER GENERAL HOSPITAL PROVIDED GROSS-UP PAYMENTS TO EMPLOYEES. 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 $20 PER EMPLOYEE WERE GIVEN DURING THE 2012 TAX YEAR. |
| Written policy regarding payment or reimbursement of expenses | Schedule J, Part I, Line 1b | THERE ARE CURRENTLY NO WRITTEN POLICIES IN PLACE FOR GROSS UP PAYMENTS. |
| Arrangement used to establish the top management official's compensation | Schedule J, Part I, Line 3 | THE COMPENSATION PROCESS DESCRIBED BELOW PERTAINS TO THE CEO, EVPS, SVPS, AND VPS. LANCASTER GENERAL HOSPITAL UTILIZES AN INDEPENDENT THIRD PARTY TO PROVIDE BASE SALARY AND TOTAL COMPENSATION MARKET DATA FOR COMPARABLE POSITIONS AT SIMILARLY SIZED ORGANIZATIONS. LANCASTER GENERAL HOSPITAL PRESENTS THE PERFORMANCE OF THE ABOVE MENTIONED POSITIONS AGAINST ESTABLISHED GOALS AND EVALUATES AND PRESENTS THEM TO THE MANAGEMENT AND DEVELOPMENT COMPENSATION COMMITTEE (MDCC). THE MDCC IS A COMMITTEE COMPRISED OF INDEPENDENT BOARD OF TRUSTEE MEMBERS. THE MARKET DATA AND PERFORMANCES AGAINST GOALS IS REVIEWED BY THE MDCC WHO THEN TAKES ACTION. MINUTES ARE KEPT OF THE DISCUSSIONS AND ACTIONS TAKEN BY THE MDCC MEMBERS AT THEIR MEETING. THIS DOCUMENTATION IS KEPT FOR FUTURE REFERENCE. THIS PROCESS IS UNDERTAKEN EACH AUGUST AFTER THE CLOSE OF THE PREVIOUS FISCAL YEAR IN JUNE. PLEASE REFER TO FORM 990, PART VI, QUESTION 15 STATING THAT ALL BUT ONE OF THE MEMBERS OF THE COMMITTEE IS CONSIDERED INDEPENDENT. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | TOTAL DISTRIBUTIONS AND/OR CONTRIBUTIONS TO A NON-QUALIFIED SUPPLEMENTAL RETIREMENT PLAN AMOUNTED TO $240,151. CONTRIBUTIONS TO THIS NON-QUALIFIED PLAN WERE MADE FOR TWO INDIVIDUALS. |
| Non-fixed payments | Schedule J, Part I, Line 7 | NON-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
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE GOVERNED BY A BOARD OF NOT LESS THAN THREE (3) NOR MORE THAN THIRTY-FIVE (35) 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. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | EACH 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. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | AT 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 |
| Monitoring compliance of local unit's activities | Form 990, Part VI, Section B, Line 10b | THE ORGANIZATION HAS POLICIES AND PROCEDURES GOVERNING THE ACTIVITIES OF ITS AFFILIATES. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BOARD. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE CFO VP-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. THE CFO HIGHLIGHTED CERTAIN SECTIONS OF THE FORM 990 DURING THE BOARD MEETING HELD ON MAY 15, 2014 AND ANY QUESTIONS WERE ADDRESSED AT THAT TIME. |
| POLICIES AND PROCEDURES | FORM 990, PART VI, LINE 12A | THE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, SECTION B, LINE 12A,13, 14, AND 16B. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BOARD. THE MEETING AGENDA FOR THE MAY 15, 2014 BOARD MEETING INCLUDES REVIEW AND APPROVAL OF SUCH POLICIES. |
| COMPENSATION COMMITTEE | FORM 990, PART VI, LINE 15A | ALL BUT ONE OF THE MEMBERS OF THE COMPENSATION COMMITTEE ARE CONSIDERED INDEPENDENT. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | LANCASTER GENERAL HEALTH FOUNDATION DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| AVERAGE HOURS PER WEEK | FORM 990, PART VII, SECTION A, LINE 1A | THE HOURS NOTED IN COLUMN (B) RELATE TO THE HOURS DEDICATED TO THE FILING ORGANIZATION AND/OR TO OTHER ORGANIZATIONS WITHIN THE LANCASTER GENERAL HEALTH SYSTEM. THE HOURS DISCLOSED RELATE TO TIME SERVED ON A BOARD AND/OR FOR SERVICES PROVIDED RESULTING IN COMPENSATION PAID. |
| Other changes in net assets or fund balances | Form 990 , Part XI, Line 9 | RELATED PARTY CONTRIBUTIONS - 286126; RELATED PARTY GRANT - 350000; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| LANCASTER GENERAL HEALTH | |||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | MGMT & FIN. SUPPORT TO CONTROLLED ORG. & UNDERTAKING ACTIVITIES TO IMPROVE THE HEALTH OF COMMUNITY | PA | 501(C)(3) | 11 - Type II | NA | false |
| LANCASTER GENERAL MEDICAL GROUP | |||||||||
| 1030 NEW HOLLAND AVENUE | LANCASTER | PA | 17601 | PROVIDE CHARITABLE PRIMARY AND SPECIALTY HEALTHCARE | PA | 501(C)(3) | 3 | LANCASTER GENERAL HEALTH | false |
| LANCASTER GENERAL HEALTH-COLUMBIA CENTER | |||||||||
| 306 NORTH 7TH STREET | COLUMBIA | PA | 17512 | ACUTE PRIMARY CARE/FACILITY MGMT OP SVCS | PA | 501(C)(3) | 3 | LANCASTER GENERAL HOSPITAL | false |
| PENNSYLVANIA COLLEGE OF HEALTH SCIENCES | |||||||||
| 410 NORTH LIME STREET | LANCASTER | PA | 17602 | PROVIDE SUPPORT AND PROMOTE HEALTHCARE EDUCATION | PA | 501(C)(3) | 2 | LANCASTER GENERAL HOSPITAL | false |
| LANCASTER GENERAL REHABILITATION SERVICES INC | |||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | OWNERSHIP/OPERATION OF REHABILITATION HOSPITAL | PA | 501(C)(3) | 4 | LANCASTER GENERAL HEALTH | false |
| LANCASTER GENERAL AMBULATORY SURGICAL SERVICES INC | |||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | OWNERSHIP/OPERATION OF AMBULATORY SURGERY CENTER | PA | 501(C)(3) | 4 | LANCASTER GENERAL HOSPITAL | false |
| LANCASTER GENERAL IMAGING CORPORATION | |||||||||
| 609 NORTH CHERRY STREET | LANCASTER | PA | 17604 | OWNERSHIP/OPERATION OF IMAGING SERVICES | PA | 501(C)(3) | 3 | LANCASTER GENERAL HOSPITAL | false |
| UNITED AUXILIARIES TO LANCASTER GENERAL HOSPITAL | |||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | TO PROMOTE AND ADVANCE LANCASTER GENERAL HOSPITAL'S PLANS & PROGRAMS | PA | 501(C)(3) | 9 | NA | false |
| THE HEART GROUP OF LANCASTER GENERAL HEALTH | |||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | PROVIDES SPECIALTY CARDIOLOGY HEALTHCARE SERVICES | PA | 501(C)(3) | 4 | LANCASTER GENERAL HEALTH | false |
| LANCASTER GENERAL HEALTH INNOVATIVE SOLUTIONS INC | |||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | TO CONCEIVE AND LAUNCH NOVEL HEALTHCARE SERVICES AND PRODUCTS. | PA | 501(C)(3) | 11 - Type I | LANCASTER GENERAL HEALTH | false |
| LANCASTER GENERAL HOSPITAL | |||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES SERVED | PA | 501(C)(3) | 3 | LANCASTER GENERAL HEALTH | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | Code VCodeVAmount | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LANCASTER PET PARTNERSHIP LLP | |||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 233102793 | MEDICAL SERVICES | PA | LANCASTER GENERAL IMAGING CORPORATION | RELATED | false | $0 | false |
| MRI GROUP LLP | |||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 331011386 | MEDICAL SERVICES | PA | LANCASTER GENERAL IMAGING CORPORATION | RELATED | false | $0 | false |
| LG HEALTH COMMUNITY CARE COLLABORATIVE LLC | |||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 455542179 | ACCOUNTABLE CARE ORGANIZATION | PA | LANCASTER GENERAL HOSPITAL | RELATED | false | $0 | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|
| LANCASTER GENERAL SERVICES BUSINESS TRUST | |||||||||
| 607 NORTH DUKE STREET | LANCASTER | PA | 17602 | 232250128 | OWNS & OPERATES REAL ESTATE PROPERTY, PHARMACY & HOME INFUSION COMPANY | PA | LANCASTER GENERAL HEALTH | TRUST | |
| BARGE GANSE VENACARE BUSINESS TRUST | |||||||||
| 607 NORTH DUKE STREET | LANCASTER | PA | 17602 | 232113017 | PHARMACY & OWNER OF HOME INFUSION THERAPY SERVICES COMPANY | PA | LANCASTER GENERAL SERVICES BUSINESS TRUST | TRUST | |
| LANCASTER GENERAL INSURANCE COMPANY | |||||||||
| 980176655 | INSURANCE | LANCASTER GENERAL HEALTH | C CORPORATION | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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