LANCASTER GENERAL HEALTH FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
LANCASTER GENERAL HEALTH FOUNDATION (EIN 20-5767147)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-02
IRS object ID
201101269349300405
Schema version
2009v1.2
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)
Timestamp2011-05-02T13:35:49-07:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN205767147EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1LANCASTER GENERAL HEALTH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLANCNameControl
Phone7175444926Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 North Duke StreetAddressLine1
CityLancasterCity
StatePAState
ZIP Code176043555ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameF Joseph Byorick IIIName
TitleSr VP & CFOTitle
Phone7175444926Phone
Date Signed2011-05-05DateSigned
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonF Joseph Byorick IIINameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1555 North Duke StreetAddressLine1
CityLancasterCity
StatePAState
ZIP Code176043555ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5301202GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.lancastergeneralhealth.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2006YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionThe 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 Body20NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year77757ContributionsGrantsPriorYear
Contributions Grants Current Year80325ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year494292InvestmentIncomePriorYear
Investment Income Current Year284075InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year572049TotalRevenuePriorYear
Total Revenue Current Year364400TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year499327GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY349838GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year217455TotalFundrsngExpCurrentYear
Other Expense Prior Year245129OtherExpensePriorYear
Other Expenses Current Year385853OtherExpensesCurrentYear
Total Expenses Prior Year744456TotalExpensesPriorYear
Total Expenses Current Year735691TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-172407RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-371291RevenuesLessExpensesCY
Total Assets BOY8675290TotalAssetsBOY
Total Assets EOY9188867TotalAssetsEOY
Total Liabilities BOY498745TotalLiabilitiesBOY
Total Liabilities EOY489081TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8176545NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY8699786NetAssetsOrFundBalancesEOY
Mission DescriptionThe 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, Lancaster General College of Nursing & Health Sciences, VNA Community Care Services, Inc., Lancaster Cleft Palate Clinic and Lancaster General Health-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 Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense349838Expense
Grants349838Grants
Revenue79575Revenue
DescriptionFundraising 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.Description
Total Of Other Program Service Exp0TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev0TotalOfOtherProgramServiceRev
Total Program Service Expense349838TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Nbr Voting Governing Body Members20NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonF Joseph Byorick CFONamePerson
Telephone Number7175444926TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1555 North Duke StreetAddressLine1
CityLancasterCity
StatePAState
ZIP Code176043555ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Jay R Bucher
President55XX027705651072
James P Argires MD
Board Member2X000
William F Bash
Board Member2X000
Thomas E Beeman
Board Member60X0977481346455
William T Belden
Board Member2X000
Richard J Blakinger
Board Member2X000
Lawrence I Bonchek
Board Member2X000
Rebecca S Bumstead
Board Member2X000
Linda L Castagna
Board Member2X000
Susan C Eckert
Board Member2X000
Robert B Falk MD
Board Member2X000
Jane W Kohn
Board Member2X000
Walter Legenstein
Vice Chairperson2X000
Paul A Mueller Jr
Board Member2X000
Carol Reichler
Board Member2X000
Ron Schrotberger
Board Member2X000
W Garth Sprecher
Chairperson2X000
Carmen Suarez
Baord Member2X000
Judy S Ware
Board Member2X000
Patrick Whalen
Board Member2X000
F Joseph Byorick
Treasurer55X056728782875
Margaret F Costella Esq
Secretary55X023771136036
Robert P Macina Esq
Assistant Secretary55X01000713139972
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs3060248TotalReportableCompFrmRltdOrgs
Total Other Compensation656410TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns4030FederatedCampaigns
Membership Dues0MembershipDues
Fundraising Events0FundraisingEvents
Related Organizations0RelatedOrganizations
Government Grants0GovernmentGrants
All Other Contributions76295AllOtherContributions
Noncash Contributions503NoncashContributions
Total Contributions80325TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column280595TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$280,595ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real0Real
Personal0Personal

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4939814Securities
Other468Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities4936300Securities
Other502Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities3514Securities
Other-34Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column3480TotalRevenueColumn
Related Or Exempt Function Income3480RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount
FieldValueIRS element (for citing)
Cntrbtns Rprtd Fundraising Events0CntrbtnsRprtdFundraisingEvents
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column364400TotalRevenueColumn
Related Or Exempt Function Income3480RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$280,595ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total349838Total
Program Services349838ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total85Total
Management And General85ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total8985Total
Management And General8985ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total3074Total
Management And General3074ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total62Total
Management And General62ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Purchased Services218093043619174474
Mangement Fees981080981080
Fundraising Expense429810042981
Banking Expense144240144240
Purchased Printing410410

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total735691Total
Program Services349838ProgramServices
Management And General168398ManagementAndGeneral
Fundraising217455Fundraising
FieldValueIRS element (for citing)
Land Buildings Equipment Basis0LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec0LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
EOY0EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY8616194BOY
EOY9141997EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY59096BOY
EOY46870EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8675290BOY
EOY9188867EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY498745BOY
EOY489081EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY498745BOY
EOY489081EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY8176545BOY
EOY8699786EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8176545BOY
EOY8699786EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8675290BOY
EOY9188867EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation (6 entries)

EINEINType Of OrganizationTypeOfOrganizationListed In Governing DocListedInGoverningDocSupported Organization NotifiedSupportedOrganizationNotifiedOrganized In USOrganizedInUSAmountAmount
Lancaster General Hospital
2313653533111$299,838
Lancaster General Medical Group
2327772863111$0
Lancaster General College of Nursing & Health Sciences
0616454962111$0
VNA Community Care Services Inc
2313525727111$0
Lancaster Cleft Palate Clinic
2313068889111$50,000
Lancaster General Health - Columbia Center
2304856503111$0
FieldValueIRS element (for citing)
Total Number Of Supported Orgs6TotalNumberOfSupportedOrgs
Sum Of Amounts349838SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Book Value0BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Book Value0BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Book Value0BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionInterest ReceivableDescription
Book Value46870BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets46870TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionNet Due To/From Related OrganizationsDescription
Amount$489,081Amount
FieldValueIRS element (for citing)
Total Of Amounts489081TotalOfAmounts
Total Revenue364400TotalRevenue
Total Expenses735691TotalExpenses
Excess Or Deficit For Year-371291ExcessOrDeficitForYear
Net Unrealized GL On Investments0NetUnrealizedGLOnInvestments
Donated Services And Facilities0DonatedServicesAndFacilities
Investment Expenses0InvestmentExpenses
Prior Period Adjustments0PriorPeriodAdjustments
Other$0OtherAmount
Total Adjustments0TotalAdjustments
Excess Or Deficit Per FS-371291ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt909094TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments743220NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities0DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants0RecoveriesOfPriorYearGrants
Other Revenues-198526OtherRevenues
Revenue Not Rptd F990544694RevenueNotRptdF990
Revenue Subtotal364400RevenueSubtotal
Investment Expenses Not Included0InvestmentExpensesNotIncluded
Other Revenues Not Included0OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990364400TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt385853TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities0DonatedServicesUseOfFacilities
Prior Year Adjustments0PriorYearAdjustments
Losses Reported0LossesReported
Other Expenses Included0OtherExpensesIncluded
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal385853ExpensesSubtotal
Investment Expenses Not Included20InvestmentExpensesNotIncluded2
Other Expenses Not Included349838OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt349838ExpensesNotRptdOnFinStmt
Total Expenses Per Form990735691TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchD_P10_S00_L00Schedule D, Part XOn July 1, 2007, Lancaster General Health Foundation adopted the provisions of Financial Accounting Standards Board (FASB) Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN 48). FIN 48 requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of FIN 48 had no impact on the Lancaster General Health Foundation's statement of financial position or statement of activities. Lancaster General Health Foundation does not believe its financial statements include any material uncertain tax positions.
SchD_P12_S00_L02dSchedule D, Part XII, Line 2dNet related party transfers
SchD_P13_S00_L04bSchedule D, Part XIII, Line 4bGrants given to related organizations recorded as Related Party Transfers

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
Lancaster General Hospital
555 North Duke StreetLancasterPA17604231365353501(c)(3)2998380Please see Schedule I Part IV
Lancaster Cleft Palate Clinic
223 North Lime StreetLancasterPA17602231306888501(c)(3)500000The Lancaster Cleft Palate Clinic received funding for facility enhancements and renovations to provide patient friendly provision of care.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants2TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchI_P01_S00_L02Schedule I, Part I, Line 2All supported organizations of the Lancaster General Health Foundation are eligible for grant funding. They include: Lancaster General Hospital, Lancaster General Medical Group, Lancaster General College of Nursing and Health Services, Lancaster Cleft Palate Clinic, VNA Community Care Services, Inc., and Lancaster General Health-Columbia Health Center. Grants are awarded for for a period of one fiscal year. Progress reports are due from the grant recipients mid-year thru 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, 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.
SchI_P02_S00_L01Schedule I, Part II, Line 1The Lancaster General Health Campus Aquatic and Physical Rehabilitation Department received funding to purchase a Tekscan pressure sensing system. The Tekscan technology will be used to locate areas of pressure on the body that place the patient at high risk for medical compromise and to enhance patient care of those with wounds, injuries or disease that require rehabilitation. The Pediatric Physical Medicine and Rehabilitation Staff at Kissel Hill Health Center received funding to support a multidisciplinary team consisting of an occupational therapist, speech therapist and physical therapist to evaluate and treat children diagnosed with autism spectrum disorder. The Comprehensive Care Center received funding to increase the availability of HIV Testing utilizing Oraquick Advance Rapid Testing by an additional day per week. This service will address risk reduction and prevention strategies to individuals requesting HIV testing. It will also facilitate entry into care for individuals who test positive. The Senior Services Department received funding to enroll 100 seniors suffering from dementia in the Medic Alert Safe Return Program. The program is a 24 hour nationwide emergency response service for individuals with dementia that wander or may have a medical emergency. The Lancaster General NeuroCenter received funding for a new endeavor that will evaluate individuals (particularly teens) after a head injury and help educate the community about brain injuries. This program will help identify individuals at risk for long term problems and provide them treatment to reduce the impact of concussion. The Diversity and Inclusion Department received funding for the implementation of the Linguistic Employee Advancement Program. The Linguistic Employee Advancement Program is designed to increase Lancaster General Health's capabilities of providing linguistically appropriate services to the patient population. The program will train and develop current bilingual staff as they offer interpretation services to patients. The Strategic Implementation Department received funding for the Healing Arts - Art Cart Program. This program will focus on the therapeutic properties of art. The "Art Cart" will contain a selection of art pieces that patients will be able to choose from to have hung in their room for the extent of their hospital stay. The Wellness Center received funding for the expansion of the "New Beginnings: A Healthy Weight Management Program for Obese Pregnant Women." Obesity during preconception and pregnancy is one of the biggest risks to the health of an unborn child. The Healthy Weight Management program is proposed as an intervention to promote healthier pregnancies and deliveries. The Wellspring Library received funding for new equipment, additional materials and cosmetic renovations. The library provides the community with free access to a variety of resources. No upgrades have been made to the library since its inception 13 years ago. The Information Services Department received funding to establish a Healthcare Informatics Co-Op Internship Program in conjunction with the implementation of the Electronic Medical Record. An effective internship will combine experiential learning for the student with meaningful contribution to the work effort of the professional team engaged in the advance of the Electronic Health Record Project.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses0WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments1AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Thomas E Beeman
0649037030000002844402538730925820132393600
Jay R Bucher
021353804286502065409800041272032812900
F Joseph Byorick
0405994013827402301909800073075065016200
Margaret F Costella Esq
01997350354130256309508026528027374700
Robert P Macina Esq
0311537010891605802600805410594310114068500

Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
SchJ_P01_S00_L01aSchedule J, Part I, Line 1aCompensation reported on Schedule J is paid by Lancaster General Hospital (EIN# 23-1365353), a related organization. Lancaster General Hospital provided gross-up payments, and social club dues to certain individuals listed on Schedule J for the Lancaster General Health Foundation. Lancaster General Hospital provides gross-up payments to employees when they receive gifts so as to provide tax assistance in that no tax burdens are created with the intended gift. The social club memberships are intended for business use with any personal use being taxed to the respective individual. Amount included in income for social club dues is reflective of personal use % and amounted to $2,426 in CY 2009.
SchJ_P01_S00_L01bSchedule J, Part I, Line 1bThere is no written policy currently in place.
SchJ_P01_S00_L03Schedule J, Part I, Line 3Compensation reported on schedule J is paid by Lancaster General Hospital (EIN# 23-1365353), a related organization for which the following process is used. The compensation process described below pertains to the CEO, EVPS, SVPS, VPs and AVPs. 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 Trustees members. The market data and performances against goals is reviewed by the MDCC who then takes action. Minutes are kept of the discussion and actions taken by the MDCC members at their meeting. The documentation is kept for future reference. The process is undertaken each August after the close of the previous fiscal year in June.
SchJ_P01_S00_L04Schedule J, Part I, Line 4Total distributions and/or contributions to a non-qualified Supplemental Retirement Plan amounted to $314,814. Those receiving contributions to this non-qualified plan are as follows: Thomas E. Beeman and Robert P. Macina, Esq.
SchJ_P01_S00_L07Schedule J, Part I, Line 7Non-fixed payments to persons listed in part VII, Section A, Line 1a were paid by Lancaster General Hospital (EIN #23-1365353). The purpose of the Lancaster General Health 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 (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
F990_P06_S0A_L06Form 990, Part VI, Section A, Line 6The 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 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.
F990_P06_S0A_L07aForm 990, Part VI, Section A, Line 7aEach 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
F990_P06_S0A_L07bForm 990, Part VI, Section A, Line 7bAt 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.
F990_P06_S0B_L11Form 990, Part VI, Section B, Line 11Due to timing conflicts, a copy of the Form 990 was not provided to the governing body prior to filing. A presentation highlighting: what is the Form 990, when is it due, and what is reported will accompany making the Form 990 available to the governing body at the first meeting immediately following the filing of the Form 990.
F990_P06_S0B_L12cForm 990, Part VI, Section B, Line 12cIn order to ascertain and evaluate actual or potential conflicts, certain interested persons are required to fill out a Conflict of Interest Disclosure Statement upon entering employment or becoming a trustee of Lancaster General Hospital or an affiliate, and others also are required to fill out such a Statement on an annual basis. In addition to this requirement, all officers and trustees, regardless of whether or not they have filled out or have been asked to fill out a Conflict of Interest Disclosure Statement, have an ongoing affirmative duty to bring to the attention of Lancaster General Hospital, situations which may give raise to an actual potential conflict of interest as described in the policy.
F990_P06_S0B_L15Form 990, Part VI, Section B, Line 15Compensation is paid by Lancaster General Hospital (EIN# 23-1365353), a related organization for which the following process is used. The compensation process described below pertains to the CEO, EVPS, SVPS, VPs and AVPs. 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 Trustees members. The market data and performances against goals is reviewed by the MDCC who then takes action. Minutes are kept of the discussion 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.
F990_P06_S0C_L19Form 990, Part VI, Section C, Line 19Lancaster General Health Foundation does not make the governing documents, conflict of interest policy, or financial statements available to the public.
F990_P07_S0A_L01aForm 990, Part VII, Section A, Line 1aThe average hours per week reported in Column B pertains to the reportable compensation reported in Columns D, E and/or F. Members of the Board are not compensated for their position on the Board. Compensation disclosed relates to other services performed.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (13 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNABusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Lancaster General Health
555 North Duke StreetLancasterPA17604232250941Mgmt & fin. support to controlled org. & undertaking activities to improve the health of commununityPA501(c)(3)509(a)(3)N/A
Lancaster General Hospital
555 North Duke StreetLancasterPA17604231365353To advance the health and well-being of the communities servedPA501(c)(3)170(b)(1)(A)(iii)Lancaster General Health
Lancaster General Medical Group
1030 New Holland AvenueLancasterPA17601232777286Provide charitable primary and specialty healthcarePA501(c)(3)170(b)(1)(A)(iii)Lancaster General Health
Lancaster Cleft Palate Clinic
223 North Lime StreetLancasterPA17602231306888Provide treatment for oral-facial deformitiesPA501(c)(3)170(b)(1)(A)(vi)Lancaster General Health
Lancaster General Health - Columbia Center
306 N 7th StreetColumbiaPA17512230485650Acute primary care / facility mgmt op svcsPA501(c)(3)170(b)(1)(A)(iii)Lancaster General Hospital
VNA Community Care Services Inc
PO Box 10788LancasterPA17605231352572Provides home healthcare servicesPA501(c)(3)170(b)(1)(A)(vi)Lancaster General Health
Lancaster General Rehabilitation Services Inc
555 North Duke StreetLancasterPA17604204943109Investment in Rehabilitation HospitalPA501(c)(3)170(b)(1)(A)(iii)Lancaster General Health
Lancaster General Ambulatory Surgical Services Inc
555 North Duke StreetLancasterPA17604204943239Investment in Ambulatory Surgical CenterPA501(c)(3)170(b)(1)(A)(iii)Lancaster General Hospital
Lancaster General Imaging Corporation
609 North Cherry StreetLancasterPA17604233102789Investment in imaging servicesPA501(c)(3)170(b)(1)(A)(iii)Lancaster General Hospital
Lancaster Emergency Medical Services Association
1829 Lincoln HighwayLancasterPA17602232840702Emergency medical transportationPA501(c)(3)509(a)(2)Lancaster General Hospital
United Auxiliaries to Lancaster General Hospital
555 North Duke StreetLancasterPA17604231976868To promote and advance Lancaster General Hospital's plans and programsPA501(c)(3)509(a)(2)N/A
Central Pennsylvania Nursing Alliance Inc
555 North Duke StreetLancasterPA17604232907754Skilled Nursing CarePA501(c)(3)509(a)(2)Lancaster General Health
Lancaster General College of Nursing and Health Sciences
410 North Lime StreetLancasterPA17602061645496Provide support and promote healthcare educationPA501(c)(3)170(b)(1)(A)(iii)Lancaster General Hospital

Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeDisproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
Lancaster Rehabilitation Hospital
675 Good DriveLancasterPA17601208092253Rehab HospitalPACRH of Lancaster LLCRelated00
Physician's Surgery Center-Lancaster General LLC
2150 Harrisburg PikeLancasterPA17601204463521Surgery CenterPALancaster General Ambulatory Surgical Services IncRelated00
Lancaster PET Partnership LLP
PO Box 4216LancasterPA17604233102793Medical ServicesPALancaster General Imaging CorporationRelated00
MRI Group LLP
Po Box 4216LancasterPA17604331011386Medical ServicesPALancaster General Imaging CorporationRelated00
Central Pennsylvania Alliance Laboratory
PO Box 2767YorkPA17405232910950Medical TestingPALancaster General HospitalRelated00
Horizon Healthcare Services Inc
1070 New Holland AvenueLancasterPA17601232910102In-home infusion drug therapyPALancaster General Services Business TrustRelated00
PeriOptimum
24 South Eighteenth StreetPittsburghPA15203251815023Provides information technology tools and decision support servicesPALancaster General Services Business TrustRelated00

Form990 Schedule R Part IV Form990ScheduleRPartIV (5 entries)

Address Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile Foreign CountryLegalDomicileForeignCountryBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipAddress Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeLegal Domicile StateLegalDomicileState
Lancaster General Insurance Company
PO Box 1109 GTGrand CaymanCayman IslandsCJKYI-1102980176655InsuranceCJLancaster General HealthC000
Lancaster General Services Business Trust
232250128Owns and operates real estate property, pharmacy and home infusion companyLancaster General HealthC000607 North Duke StreetLancasterPA17602PA
Barge Ganse Venacare Business Trust
232113017Pharmacy & two thirds ownership interest of home infusion therapy services companyLancaster General Services Business TrustC000607 North Duke StreetLancasterPA17602PA
Preferred Health Care
251533898Provides management and marketing servicesLancaster General HealthC00020-D East Roseville RoadLancasterPA17601PA
Quest Behavioral Health
232910565Behavioral health managed care plan for employers and health plansLancaster General HospitalC000PO Box 2767YorkPA17405PA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Lancaster General Hospital
b299838
Lancaster Cleft Palate Clinic
b50000
Lancaster General Hospital
c372685
Lancaster General Hospital
l98108
Lancaster General Hospital
n218093

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