2026-05-14T14:36:25-05:00 2025-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2024-07-01 231365353 LANCASTER GENERAL HOSPITAL % GARY A WELCH LANC 7175445658 555 NORTH DUKE STREET LANCASTER PA 17602 GARY A WELCH CFO 7175445658 2026-05-12 true true ANTONIO C RUSSO P00858539 2673303000 2026-05-09 2024 2025-03-06 01:10:19Z GARY A WELCH 555 NORTH DUKE STREET LANCASTER PA 17602 1843174112 false X www.pennmedicine.org X 1893 PA TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. 17 13 8895 413 4201020 361848 224796 437040 1433241750 1575165142 4594561 4237782 187859273 260485912 1625920380 1840325876 3920159 4754643 0 0 656410571 697163147 0 0 975903 781082968 952123946 1441413698 1654041736 184506682 186284140 1201045531 1211713080 408994051 388493368 792051480 823219712 X TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. REFER TO FORM 990, SCHEDULE H FOR ADDITIONAL DISCLOSURE REGARDING LANCASTER GENERAL HOSPITAL'S MISSION. false false 407956575 0 428042938 PHARMACY 234697113 0 306290549 SURGICAL SERVICES 203887225 0 238008520 NURSING SERVICES 541926421 4754643 839355542 1388467334 true true false true false false false false false true true false false false true true false true false false false false false false false false true true true false true true false false false false false false false false true false false false false false true true true true false false true X 0 0 true 8895 true true true false false false false false false false false false false false X 17 13 true false false false true true true true true false false true true true true true false true true true true PA X GARY A WELCH 7175445658 555 NORTH DUKE STREET LANCASTER PA 17602 X Kevin B Mahoney Trustee 2.0 53.0 X 0 2955051 374377 Keith A Kasper Trustee 2.0 53.0 X 0 2762919 237535 John J Herman CEO LG Health 2.0 53.0 X X 0 1153506 134777 Sriram Venigalla MD Radiation Oncologist 55.0 0.0 X 1110565 0 48493 Jeremy McGarvey MD Cardiothoracic Surgeon 55.0 0.0 X 1031693 0 71935 Mark Epler MD Cardiothoracic Surgeon 55.0 0.0 X 999462 0 42408 Michael R Ripchinski MD Chief Physician Executive 13.0 42.0 X 726628 135112 109419 Robert K Klinghoffer Wenger MD Cardiothoracic Surgeon 55.0 0.0 X 920115 0 35672 Julia W Puchtler Trustee 2.0 53.0 X 0 853431 90216 Philip M Bayliss MD Perinatologist 55.0 0.0 X 822143 0 34612 Margaret F Costella Esq SVP General Counsel-Corporate 43.0 12.0 X 802304 0 41768 Gary R Davidson SVP Chief Information Tech 53.0 2.0 X 746696 0 46696 Michael D Barber Chief Operating Officer 2.0 53.0 X 0 696584 60072 Stacey G Youcis Former Officer 0.0 55.0 X 657522 0 56147 Justin D Roberts DO Associate Chief Medical Office 53.0 2.0 X 614749 0 69758 Geoffrey W Eddowes SVP, Hospital Operations & Wom 53.0 2.0 X 619577 0 59632 Tammy L Ober Chief Growth Officer 49.0 6.0 X 513284 0 45654 Kenneth R Arthur MD Trustee 2.0 53.0 X 0 440626 60813 Timothy C Zellers Chief Nursing Officer 51.0 4.0 X 409566 0 54576 Michael Sheinberg MD Chief Medical Information Offi 53.0 2.0 X 417501 0 43860 Kay A Brady Chief Human Resources Officer 53.0 2.0 X 397212 0 54284 Richard D Paoletti Former Officer 0.0 55.0 X 0 412545 5782 Christine M Stabler MD Former Officer 55.0 0.0 X 373671 0 28929 Gary A Welch Chief Financial Officer 47.0 8.0 X 370765 0 30638 Sean P Reynolds VP Operations-Physician Svcs 2.0 53.0 X 0 340478 55936 Edmond K Kabagambe PhD VP Research Administration 53.0 2.0 X 302230 0 60762 Tara M Tawil MD Trustee/Medical Director Infor 2.0 53.0 X 307033 0 35225 Alexandra O Jorgensen Former Officer 0.0 55.0 X 0 331292 4407 Denise A Kennedy VP Financial Services 53.0 2.0 X 278331 0 20275 Kevin D Turner VP Primary Care & Ambulatory 53.0 2.0 X 242041 0 43216 Jennifer L Groff VP Organizational Advancement 2.0 53.0 X 0 238442 36640 Linda A Welker VP, Controller 49.0 6.0 X 230050 0 40015 Matthew E Parido VP Institutional Affairs 53.0 2.0 X 247392 0 19371 Kristi N Casey Associate Chief Human Resource 53.0 2.0 X 231356 0 26363 Elizabeth H Katz VP Risk Mgmt & Corp Compliance 53.0 2.0 X 231914 0 25327 Donise A Musheno VP Quality & Regulatory Affair 53.0 2.0 X 220124 0 22175 Alyssa M Livengood-Waite Associate Chief Nursing Office 53.0 2.0 X 204753 0 30167 Edward J Maloney VP Information Technology SS 53.0 2.0 X 119046 0 14130 Brian R Burgess Former Officer 0.0 0.0 X 128976 0 0 Paul F Carroll MD Trustee 53.0 2.0 X 15600 0 384 Neal Salerno Chairperson 2.0 2.0 X X 0 0 0 Kathleen A Smarilli Vice Chairperson 2.0 2.0 X X 0 0 0 Kim R Smith Esq Corporate Secretary LG Health 2.0 2.0 X X 0 0 0 Thomas T Baldrige Trustee 2.0 2.0 X 0 0 0 Ross W Kramer Trustee 2.0 2.0 X 0 0 0 Edward Monborne Trustee 2.0 2.0 X 0 0 0 Vanessa Philbert Trustee 2.0 2.0 X 0 0 0 Pedro A Rivera Trustee 2.0 2.0 X 0 0 0 Carolyn F Scanlan Trustee 2.0 2.0 X 0 0 0 Jordan D Space Trustee 2.0 2.0 X 0 0 0 D Michael Wege Trustee 2.0 2.0 X 0 0 0 Daniel A Wubah PhD Trustee 2.0 2.0 X 0 0 0 11533453 9750252 1893989 1241 true true false BENCHMARK DRISCOLL 401 EAST CITY AVE STE 500 BALA CYNWYD PA 19004 CONSTRUCTION SRVCS 6953905 REGIONAL GASTROENTEROLOGY ASSOC OF 2112 HARRISBURG PIKE SUITE 202 LANCASTER PA 17601 MEDICAL SERVICES 1374895 VALUE CAPTURE LLC 12 FEDERAL ST SUITE 100 PITTSBURGH PA 15212 CONSULTING SRVCS 1079311 CF CONSULTING LLC 5708 OAKLEIGH TRACE CT MOBILE AL 36693 CONSULTING SRVCS 694157 CONCORD MANAGEMENT SERVICES 520 SOUTH BURNT MILL RD VOORHEES NJ 08043 CONSTRUCTION SRVCS 565389 24 0 0 0 0 0 437040 0 437040 OTHER NET PATIENT REVENUE 622110 901576553 898617794 2958759 0 MEDICARE/MEDICAID NET PATIENT REVENUE 622110 660934589 660934589 0 0 RENT REVENUE FROM AFFILIATES 531190 10939772 10939772 0 0 MISCELLANEOUS RETAIL SALES 541900 293755 293585 170 0 EQUITY IN EARNINGS 900099 1420473 1420473 0 0 1575165142 3603582 0 0 3603582 0 0 0 0 0 3482436 2848236 634200 634200 0 0 634200 0 0 0 0 0 0 0 0 0 CONVENIENCE PHARMACY REVENUE 446110 218703288 218703288 0 0 MANAGEMENT FEE REVENUE 541200 6802988 5108934 255654 1438400 SALE OF SERVICE 541900 5306304 3429331 920294 956679 29673332 9290854 66143 20316335 260485912 1840325876 1808738620 4201020 26949196 4754643 4754643 0 0 0 0 0 0 8423090 0 8423090 0 0 0 0 0 535156391 486540617 48397883 217891 27183406 24309556 2873850 0 88986050 82282077 6560991 142982 37414210 33357914 4018512 37784 0 0 0 0 42715 0 42715 0 17815 0 17815 0 75340 0 75340 0 0 0 0 0 0 0 28956910 21021416 7932609 2885 764945 762248 0 2697 23668336 12618664 11026363 23309 378920 357649 20665 606 0 0 0 0 42828459 33511382 9317077 0 1062604 723091 332909 6604 0 0 0 0 0 0 0 0 11083392 11083392 0 0 0 0 0 0 57879368 534153 57345215 0 14123769 21232 14102537 0 MED/SURG & DRUG SUPPLIES 506841160 506841160 0 0 MANAGEMENT FEE 161728550 123188154 38540396 0 PURCHASED SERVICES 62905776 46540797 15823834 541145 STATEWIDE ASSESSMENTS 33494584 0 33494584 0 6271303 19189 6252114 1654041736 1388467334 264598499 975903 44220 43904 117381183 104372056 28508 2008724 228477441 252630974 0 0 0 0 10474458 12075549 34539400 45314514 28005068 34586593 1530234927 847364013 705995784 682870914 41496013 44997852 0 0 0 0 0 0 34603456 32812000 1201045531 1211713080 70010818 60043045 0 0 4011952 4575217 195900206 186377225 0 0 0 0 0 0 0 0 139071075 137497881 408994051 388493368 X 750576803 778064321 41474677 45155391 792051480 823219712 1201045531 1211713080 X 186284140 2368995 0 0 0 -157484903 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false true 11168 true 5587 true 75340 true 11075 true 95223 true 2310 200703 false 0 SCHEDULE C, PART II-B, LINE 1 DETAILED DESCRIPTION OF LOBBYING ACTIVITIES LANCASTER GENERAL HOSPITAL ATTEMPTED TO INFLUENCE FOREIGN, NATIONAL, STATE OR LOCAL LEGISLATION, INCLUDING ANY ATTEMPT TO INFLUENCE PUBLIC OPINION ON A LEGISLATIVE MATTER OR REFERENDUM THROUGH THE USE OF MAILINGS, PUBLICATIONS, GRANTS, DIRECT CONTACT, RALLIES, DEMONSTRATIONS, SEMINARS, CONVENTIONS, SPEECHES, LECTURES OR OTHER SIMILAR MEANS. 23702963 7551755 3098895 0 474715 18484 33860414 20698354 1443899 1735584 0 158339 16535 23702963 20394406 284084 366759 0 328103 18792 20698354 20604246 465744 -412667 0 258965 3952 20394406 14194411 1000000 5609756 0 196129 3792 20604246 0.06000 0.86000 0.08000 false true true 38067886 38067886 761291005 352305556 408985449 28524230 19144409 9379821 695344366 469004617 226339749 7007440 6909431 98009 682870914 0 LONG TERM NOTE PAYABLE 118800000 EST THIRD PARTY SETTLEMENTS 1718627 OTHER LONG-TERM LIABILITIES 6304577 INTEREST PAYABLE 2280339 OTHER CURRENT LIABILITIES 8394338 137497881 X 2000583847 2368995 0 0 158249612 160618607 1839965240 0 360636 360636 1840325876 1648252373 0 0 -5568480 -220883 -5789363 1654041736 0 0 0 1654041736 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS LANCASTER GENERAL HOSPITAL UTILIZES THE ENDOWMENT FUNDS IN ACCORDANCE WITH THEIR TAX-EXEMPT PURPOSE AND AS SPECIFIED BY THE DONOR. --------------------------- SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 70) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. ------------------------- SCHEDULE D, PART XI & XII PART XI, LINE 2D CONSISTS OF: $ 160,581,621 RELATED PARTY TRANSFERS (5,568,481) LOSS ON IMPAIRMENT 174,236 INTEREST IN TRANSFERS-UNRESTRICTED CONTRIBUTIONS 2,298,303 INTEREST IN TRANSFERS-TEMP RESTRICTED CONTRIBUTIONS 624,180 INTEREST IN TRANSFERS-RESTRICTED CONTRIBUTIONS 139,753 INTERCOMPANY TRANSACTIONS -------------- $ 158,249,612 TOTAL --------------------------------- PART XI, LINE 4B CONSISTS OF: $ 360,636 PERSONNEL BILLING REIMBURSEMENT -------------- $ 360,636 TOTAL --------------------------------- PART XII, LINE 2D CONSISTS OF: $ (360,636) PERSONNEL BILLING REIMBURSEMENT 139,753 INTERCOMPANY TRANSACTIONS -------------- $ (220,883) TOTAL --------------------------------- true true X true X 300. true X true true false true true 10950778 0 10950778 0.00660 184172900 104942414 79230486 0.04790 195123678 104942414 90181264 0.05450 11389228 2791656 8597572 0.00520 15851758 25889 15825869 0.00960 1703803 0 1703803 0.00100 28944789 2817545 26127244 0.01580 224068467 107759959 116308508 0.07030 630534 0 630534 0.00040 630534 0 630534 0.00040 true 40212000 0 561140289 717750378 -156610089 X true false 2 1 LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET PO BOX 3555 LANCASTER PA 17602 WWW.PENNMEDICINE.ORG LICENSE# 120801 X X X X X A 2 WOMEN AND BABIES HOSPITAL 690 GOOD DRIVE PO BOX 3750 LANCASTER PA 176043750 WWW.PENNMEDICINE.ORG LICENSE# 120801 X X X A A 12 false false true X X X X X X X X X 24 true true false true X SEE SCH H, PART V, SECTION C X true 24 true SEE SCH H, PART V, SECTION C false true X 300. 400. X true true X X X true X SEE SCH H, PART V, SECTION C X SEE SCH H, PART V, SECTION C X SEE SCH H, PART V, SECTION C X X X X X X true X false X X true X false false PART V, SECTION B, LINE 5 - INPUT FROM COMMUNITY TO GATHER BROAD COMMUNITY INPUT ABOUT THE COUNTY'S MOST IMPORTANT HEALTH PROBLEMS, WE APPLIED A MULTI-PRONGED APPROACH. THIS INCLUDED IN-DEPTH INTERVIEWS WITH 26 COMMUNITY LEADERS, A KEY INFORMANT SURVEY OF 204 INFORMANTS IN PARTNERSHIP WITH AREA HEALTH SYSTEMS, INTENSIVE DISCUSSIONS WITH THE LG HEALTH COMMUNITY ADVISORY BOARD, AND A DELIBERATIVE FORUM OF 46 INDIVIDUALS WHO RESIDE IN DIFFERENT AREAS OF LANCASTER COUNTY. INTERVIEWS COLLECTED PERSPECTIVES ON THE STRENGTHS OF LANCASTER COUNTY, BARRIERS TO GOOD HEALTH, COMMUNITY CAPACITY TO MEET COMMUNITY HEALTH NEEDS, AND WHAT IS NEEDED TO ENSURE THAT EVERYONE IN LANCASTER COUNTY CAN ACHIEVE THEIR BEST HEALTH. INDIVIDUALS WHO PROVIDED FEEDBACK REPRESENTED VARIOUS SECTORS INCLUDING PUBLIC HEALTH, EDUCATION, BUSINESS, LOCAL GOVERNMENT HOUSING, ADVOCACY, MENTAL HEALTH, SUBSTANCE USE, HEALTHCARE SERVICES, EDUCATION, PLANNING, PHILANTHROPY, AND SOCIAL SERVICES. ------------------------- PART V, SECTION B, LINE 6A - JOINT CHNA THIS COMMUNITY HEALTH NEEDS ASSESSMENT FOR LANCASTER COUNTY, PENNSYLVANIA WAS CONDUCTED COLLABORATIVELY BY PENN MEDICINE LANCASTER GENERAL HEALTH (LANCASTER GENERAL HOSPITAL, WOMEN & BABIES HOSPITAL, LANCASTER REHABILITATION HOSPITAL, AND LANCASTER BEHAVIORAL HEALTH HOSPITAL) AND THE CENTER FOR OPINION RESEARCH AT FRANKLIN & MARSHALL COLLEGE. ------------------------- PART V, SECTION B, LINE 7A - CHNA AVAILABILITY THE CHNA REPORT CAN FOUND UNDER LANCASTER GENERAL HEALTH AT: HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES ------------------------- PART V, SECTION B, LINE 9 - TAX YEAR THE MOST RECENT IMP. WAS ADOPTED THE ORGANIZATION'S MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED BY THE LANCASTER GENERAL HEALTH BOARD OF TRUSTEES IN JUNE 2025, AS PERMITTED UNDER THE REGULATIONS. ------------------------- PART V, SECTION B, LINE 10A - IMPLEMENTATION PLAN AVAILABILITY THE MOST RECENTLY ADOPTED IMPLEMENTATION STRATEGY CAN BE FOUND UNDER LANCASTER GENERAL HEALTH AT: HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES ------------------------- PART V, SECTION B, LINE 11 - ADDRESSING NEEDS USING DATA ON MORBIDITY AND MORTALITY, PREVALENCE, AND TRENDS, AS WELL AS COMMUNITY SURVEY RESULTS AND INTERVIEWS ABOUT HEALTH PRIORITIES, WE IDENTIFIED THREE SIGNIFICANT COMMUNITY HEALTH PRIORITIES IN THE 2025 LANCASTER COUNTY COMMUNITY HEALTH NEEDS ASSESSMENT: A SAFE, HEALTHY ENVIRONMENT; HEALTHCARE ACCESS AND QUALITY; AND MENTAL HEALTH. IN OUR IMPLEMENTATION STRATEGY, WE HAVE DEVELOPED 11SPECIFIC GOALS TO MEET OUR COMMUNITY'S NEEDS. A BROAD OVERVIEW OF OUR STRATEGIES FOR EACH PRIORITY IS DESCRIBED BELOW: TO ADDRESS PRIORITY 1: BEHAVIORAL HEALTH, WE ARE PROMOTING ACCESS TO MENTAL HEALTH RESOURCES AND ENHANCING PREVENTION EFFORTS, DEPLOYING RESOURCES AND PREVENTION PROGRAMMING TO ADDRESS YOUTH MENTAL HEALTH CONCERNS, AND AIMING TO REDUCE ADDICTION AND DEPENDENCE AND THEIR NEGATIVE EFFECTS. TO ADDRESS PRIORITY 2: SAFE & HEALTHY ENVIRONMENT, WE ARE MITIGATING LEAD AND SAFETY HAZARDS IN LANCASTER COUNTY HOMES, PROVIDING COORDINATED SUPPORT TO ALLEVIATE SUFFERING OF THOSE EXPERIENCING HOMELESSNESS, SUPPORTING LOCAL ECOSYSTEM CONSERVATION EFFORTS FOR PUBLIC BENEFIT, AND MINIMIZING CLIMATE FOOTPRINT OF ENTERPRISE OPERATIONS. TO ADDRESS PRIORITY 3: ACCESS AND PREVENTION, WE ARE IMPROVING ACCESS TO HEALTHY FOODS AND HEALTH OUTCOMES FOR INDIVIDUALS EXPERIENCING FOOD INSECURITY, IMPLEMENTING DATA-DRIVEN APPROACHES TO MINIMIZE HEALTH DISPARITIES AND MITIGATE SOCIAL NEEDS, PROVIDING OVERSIGHT FOR COUNTY-WIDE CHILD SAFETY AND PREVENTION EFFORTS, AND DISTRIBUTING TRAINING AND RESOURCES THAT PROMOTE SAFE AND RESPONSIBLE FIREARM OWNERSHIP. ------------------------- PART V, SECTION B, LINE 16A,B,C - FINANCIAL ASSISTANCE POLICY AVAILABILITY A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/PATIENT-RESOURCES/POLICIES/FINANCIAL-ASSISTAN CE-STATE-RESOURCES/LANCASTER-GENERAL-HEALTH-ASSISTANCE-POLICY?PATH=PATIENT -RESOURCES&PATH=POLICIES&PATH=FINANCIAL-ASSISTANCE-STATE-RESOURCES&PATH=LA NCASTER-GENERAL-HEALTH-ASSISTANCE-POLICY PART V, SECTION B, LINE 20A,D - ECA & PRESUMPTIVE ELIGIBLE DETERMINATIONS LANCASTER GENERAL HOSPITAL DOES NOT PERFORM EXTRAORDINARY COLLECTION ACTIONS OR MAKE PRESUMPTIVE ELIGIBILITY DETERMINATIONS. ------------------------- 22 ANN B BARSHINGER CANCER INSTITUTE 2102 HARRISBURG PIKE LANCASTER PA 17604 OUTPATIENT SERVICES SUBURBAN OUTPATIENT PAVILION 2100 HARRISBURG PIKE PO BOX 3200 LANCASTER PA 17604 OUTPATIENT SERVICES HARRISBURG AVE-LANCASTER CITY OP CENTER 217 HARRISBURG AVENUE LANCASTER PA 17603 OUTPATIENT SERVICES KISSEL HILL OUTPATIENT CENTER 51 PETERS ROAD LITITZ PA 17543 OUTPATIENT SERVICES DOWNTOWN OUTPATIENT PAVILION 540 NORTH DUKE STREET LANCASTER PA 17604 OUTPATIENT SERVICES WILLOW LAKES OUTPATIENT CENTER 212 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 OUTPATIENT SERVICES LANCASTER GENERAL HEALTH CTR-PARKESBURG 950 S OCTORARA TRAIL PARKESBURG PA 19365 OUTPATIENT SERVICES NORLANCO OUTPATIENT CENTER 424 CLOVERLEAF ROAD ELIZABETHTOWN PA 17022 OUTPATIENT SERVICES COLUMBIA OUTPATIENT CENTER 306 NORTH SEVENTH STREET PO BOX 92 COLUMBIA PA 17512 OUTPATIENT SERVICES LANCASTER GENERAL HEALTH CENTER-LEBANON 1701 CORNWALL ROAD LEBANON PA 17042 OUTPATIENT SERVICES NEUROSCIENCE INSTITUTE 2150 HARRISBURG PIKE LANCASTER PA 17601 OUTPATIENT SERVICES WALTER L AUMENT FAMILY HEALTH CENTER 317 SOUTH CHESTNUT STREET QUARRYVILLE PA 17566 OUTPATIENT SERVICES WOMEN'S OUTPATIENT CENTER 690 GOOD DRIVE LANCASTER PA 17604 OUTPATIENT SERVICES LG HEALTH SPECIALTY CENTER EPHRATA 1261 DIVISION HIGHWAY EPHRATA PA 17522 OUTPATIENT SERVICES LINCOLN OUTPATIENT CENTER 101 LARKSPUR LANE EPHRATA PA 17522 OUTPATIENT SERVICES MANHEIM OUTPATIENT CENTER 700 LANCASTER ROAD MANHEIM PA 17545 OUTPATIENT SERVICES EDEN PHYSICAL THERAPY 730 EDEN ROAD LANCASTER PA 17601 OUTPATIENT SERVICES EPHRATA OUTPATIENT CENTER 895 EAST MAIN STREET EPHRATA PA 17522 OUTPATIENT SERVICES STRASBURG 505 HISTORIC DRIVE STRASBURG PA 17579 OUTPATIENT SERVICES COUNTY LINE OUTPATIENT CENTER 5360 LINCOLN HIGHWAY GAP PA 17527 OUTPATIENT SERVICES CROOKED OAK OUTPATIENT CENTER 1671 CROOKED OAK DRIVE LANCASTER PA 17601 OUTPATIENT SERVICES ROCK MEDICAL 201 ROCK LITITZ BLVD POD 2 SUITE 1 LITITZ PA 17543 OUTPATIENT SERVICES PART I, LINE 3C - FEDERAL POVERTY GUIDELINES LANCASTER GENERAL HOSPITAL FOLLOWS THE FEDERAL POVERTY GUIDELINES AS WELL AS LIQUID ASSETS FOR FREE CARE AND DISCOUNTED CARE. ------------------------- PART I, LINE 5B - FREE OR DISCOUNTED CARE BUDGET LANCASTER GENERAL HOSPITAL PROVIDED FINANCIAL ASSISTANCE IN THE AMOUNT OF $36,221,945 UNDER THE GUIDELINES OF ITS CHARITY CARE POLICY. THIS AMOUNT WAS LESS THAN ITS BUDGETED AMOUNT OF $36,730,236 BY $508,292. THE PRIOR YEAR FINANCIAL ASSISTANCE TOTAL WAS $31,381,928. ------------------------- PART I, LINE 6B - COMMUNITY BENEFIT REPORT LANCASTER GENERAL HOSPITAL MAKES AVAILABLE TO THE PUBLIC AN ANNUAL REPORT WHICH INCLUDES INFORMATION ABOUT COMMUNITY BENEFIT AND HEALTH EFFORTS. ------------------------- PART I, LINE 7A - EXPLANATION OF COSTING METHODOLOGY THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $702,822 RELATED TO NON-PATIENT BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2025. CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. A COST ACCOUNTING SYSTEM WAS USED TO CALCULATE THE COST TO CHARGE RATIO BY CALCULATING TOTAL PATIENT CHARGES AND THE COSTS RELATED TO THESE CHARGES. THIS SYSTEM ADDRESSES ALL PATIENT SEGMENTS. -------------------- PART I, LINE 7A(C) FINANCIAL ASSISTANCE AT COST WAS CALCULATED USING THE COST ACCOUNTING SYSTEM COST TO CHARGE RATIO. ------------------------- PART I, LINE 7 - PERCENT OF TOTAL EXPENSE THE PERCENT OF TOTAL EXPENSE IS CALCULATED USING THE FUNCTIONAL EXPENSE FROM FORM 990, PART IX, LINE 25. THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, LINE 25 WAS ------------------------- PART II, LINE 7 - DESCRIPTION OF COMMUNITY BUILDING ACTIVITIES COMMUNITY HEALTH IMPROVEMENT ADVOCACY INCLUDES SALARIES FOR FINANCIAL COUNSELORS WHO DISCUSS ELIGIBILITY AND REGISTER PATIENTS FOR ALL GOVERNMENTAL AND FINANCIAL ASSISTANCE PROGRAMS. -------------------- PART III, LINE 2 - IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED IS BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). ------------------------- PART III, LINE 3 - FAP ELIGIBLE BAD DEBT CALCULATION AMOUNT IS ZERO BECAUSE THESE ACCOUNTS WOULD NOT BE INCLUDED AS BAD DEBT BUT WOULD BE INCLUDED AS CHARITY CARE. ------------------------- PART III, LINE 4 - IMPLICIT PRICE CONCESSION FOOTNOTE THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 11 OF THE ELECTRONICALLY ATTACHED COMBINED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. ------------------------- PART III, LINE 8 - COMMUNITY BENEFIT METHOD-MEDICARE A COST ACCOUNTING SYSTEM WAS USED IN ORDER TO ATTAIN MORE PRECISE AMOUNTS REPORTED ON FORM 990, SCHEDULE H, PART III, SECTION B, LINES 5 AND 6 RATHER THAN AMOUNTS FROM LANCASTER GENERAL HOSPITAL'S MEDICARE COST REPORT FOR FISCAL YEAR 2025. THE $156,610,089 REPORTED AS A SHORTFALL ON LINE 7 SHOULD BE TREATED AS COMMUNITY BENEFIT AS IT REPRESENTS COSTS NOT RECOVERED AS A RESULT OF SERVING THE MEDICARE POPULATION. IF LANCASTER GENERAL HOSPITAL WOULD NOT SERVE THIS POPULATION, THE SHORTFALL WOULD BE ALLOCATED WITHIN THE COMMUNITY IN AREAS DEEMED A PRIORITY BY THE MISSION & COMMUNITY BENEFIT COMMITTEE. THE TOTAL REVENUE REPORTED ON THE MEDICARE COST REPORT WAS $253,059,386 AND INCLUDES BAD DEBT, INDIRECT MEDICAL EDUCATION (IME) PAYMENTS, COINSURANCES, AND DEDUCTIBLES. DIRECT GRADUATE MEDICAL EDUCATION (GME) REVENUE IS REPORTED ON SCHEDULE H, PART I, LINE 7F, HEALTH PROFESSIONS EDUCATION AND THEREFORE IS EXCLUDED FROM THIS AMOUNT. THE TOTAL EXPENSE REPORTED ON THE MEDICARE COST REPORT WAS $247,364,971. PHYSICIAN, CRNA, AND LABORATORY SERVICES REVENUE AND EXPENSE RELATED TO THESE SERVICES ARE REMOVED FROM THE MEDICARE COST REPORT. PHYSICIAN, CRNA, AND LABORATORY SERVICES REVENUE AND EXPENSE ARE INCLUDED IN THE AMOUNT REPORTED ON SCHEDULE H, PART III, SECTION B, LINE 7 DERIVED FROM THE COST ACCOUNTING SYSTEM. ------------------------- PART III, LINE 9B - COLLECTION PRACTICES LANCASTER GENERAL HOSPITAL'S CURRENT COLLECTION POLICY DOES NOT CONTAIN PROVISIONS ON THE COLLECTION PRACTICES TO FOLLOW FOR PATIENTS WHO ARE KNOWN TO QUALIFY FOR CHARITY CARE OR FINANCIAL ASSISTANCE. PATIENTS WHO ARE APPROVED FOR PARTIAL DISCOUNTS WITHIN FA ARE FORWARDED TO COLLECTIONS IF THE BALANCE IS NOT PAID. ------------------------- PART VI, LINE 2 - NEEDS ASSESSMENT IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT, OUR ORGANIZATION MAINTAINS AND MONITORS A COMPREHENSIVE DASHBOARD OF COMMUNITY HEALTH INDICATORS. THIS DASHBOARD INCLUDES DATA INDICATORS ON MANY DIFFERENT HEALTH TOPICS AND ALLOWS US TO MONITOR CHRONIC DISEASES, HEALTH BEHAVIORS, MORTALITY RATES, AND OTHER INDICATORS. EVERY YEAR, WE PROVIDE AN ANNUAL UPDATE WITH CURRENT DATA AND ANY EMERGING COMMUNITY HEALTH NEEDS WE HAVE IDENTIFIED SINCE THE LAST CHNA. TO CONTINUOUSLY UNDERSTAND THE COMMUNITY'S HEALTH NEEDS, LG HEALTH PARTICIPATES IN MANY CROSS-SECTOR COLLABORATIVE GROUPS IN OUR COMMUNITY. WE LEAD TWO MAJOR COALITIONS, LET'S TALK LANCASTER (FOCUSED ON MENTAL HEALTH) AND JOINING FORCES (FOCUSED ON OVERDOSE PREVENTION). THESE TWO COALITIONS HAVE STEERING COMMITTEES THAT MEET REGULARLY AND HOST BIANNUAL COMMUNITY MEETINGS TO FOSTER DISCUSSION AND GATHER FEEDBACK ABOUT COMMUNITY RESOURCES, NEEDS, AND GAPS. WE PARTICIPATE IN ADDITIONAL COALITIONS FOCUSED ON FOOD SECURITY, AFFORDABLE HOUSING, BICYCLE INFRASTRUCTURE, HEALTH AND SAFETY IN THE PLAIN (AMISH) COMMUNITY, AND MATERNAL/CHILD HEALTH. THROUGH THESE ONGOING CONVERSATIONS WITH OTHER HEALTH AND COMMUNITY ORGANIZATIONS, WE GATHER EARLY INFORMATION ABOUT EMERGING NEEDS. WHEN NEW HEALTH ISSUES EMERGE, WE USE A VARIETY OF TOOLS TO SYSTEMATICALLY GATHER DATA FROM COMMUNITY MEMBERS INCLUDING ONLINE SURVEYS, INTERCEPT SURVEYS AT COMMUNITY EVENTS, INTERVIEWS, AND GROUP DISCUSSIONS. ------------------------- PART VI, LINE 3 - PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE NOTICES OF AVAILABILITY OF CHARITY CARE AND FINANCIAL ASSISTANCE ARE POSTED AT PATIENT REGISTRATION POINTS THROUGHOUT THE ORGANIZATION AND PRESENTED TO CUSTOMERS UPON REQUEST AS WELL AS LISTED ON THEIR BILL. SUMMARY INFORMATION IS ALSO AVAILABLE ON THE LANCASTER GENERAL HEALTH WEBSITE. A FINANCIAL COUNSELOR WILL ATTEMPT TO VISIT ALL INPATIENTS WHO PRESENT AS UNINSURED TO DISCUSS ELIGIBILITY FOR ALL GOVERNMENTAL PROGRAMS AND FINANCIAL ASSISTANCE PROGRAMS. ------------------------- PART VI, LINE 4 - COMMUNITY INFORMATION LANCASTER GENERAL HOSPITAL'S (LGH) PRIMARY AND SECONDARY SERVICE AREAS COMPRISE ALL OF LANCASTER COUNTY, PENNSYLVANIA AS WELL AS AREAS OF BERKS, CHESTER, DAUPHIN, LEBANON, AND YORK COUNTIES. LOCATED IN SOUTH CENTRAL PENNSYLVANIA, LGH'S SERVICE AREA IS HOME TO 1,069,140 PEOPLE. ABOUT 19.3% OF THE POPULATION IS OVER THE AGE OF 64, AND 50.7% OF THE POPULATION IS FEMALE. THE MEDIAN INCOME IS $92,694, 3.3% OF THE POPULATION IS UNEMPLOYED, AND 5.9% OF THE POPULATION LIVES BELOW THE FEDERAL POVERTY LEVEL. ------------------------- PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH LANCASTER GENERAL HOSPITAL IS GOVERNED BY A BOARD OF SEVENTEEN (17) MEMBERS. THREE MEMBERS ARE EMPLOYEES OF UPHS, TWELVE ARE COMMUNITY MEMBERS AND TWO ARE PHYSICIANS. THEY VOLUNTEER THEIR PROFESSIONAL TIME AND EXPERTISE TO GUIDE THE HOSPITAL. ALL MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT TO ENSURE THEIR OBJECTIVITY. THE BOARD OF TRUSTEES OPERATES SEVEN COMMITTEES COMPRISED OF AN ADDITIONAL 30+ COMMUNITY MEMBERS. THE COMMITTEES INCLUDE: QUALITY, GOVERNANCE, MISSION & COMMUNITY BENEFIT, FINANCE/CAPITAL ALLOCATIONS, AUDIT & COMPLIANCE, EXECUTIVE, AND CREDENTIALS. SURPLUS FUNDS GENERATED BY LANCASTER GENERAL HOSPITAL ARE ANNUALLY REINVESTED INTO IMPROVING ITS FACILITIES, PROVIDING NEW HEALTHCARE SERVICES AND ENHANCING THE PROFESSIONAL ABILITIES OF ITS WORKFORCE. IN FISCAL YEAR 2025, THE HOSPITAL COMMITTED $49 MILLION TO SPENDING FOR PROPERTY, PLANT AND EQUIPMENT. ------------------------- PART VI, LINE 6 - DESCRIPTION OF AFFILIATED SYSTEM LANCASTER GENERAL HOSPITAL IS UNDER THE CONTROL OF ITS PARENT ORGANIZATION LANCASTER GENERAL HEALTH. LANCASTER GENERAL HEALTH (EIN# 23-2250941) IS A NOT-FOR-PROFIT ORGANIZATION, WHICH PROVIDES MANAGERIAL AND FINANCIAL SUPPORT TO ITS CONTROLLED ORGANIZATION AND IS ALSO RESPONSIBLE FOR UNDERTAKING ACTIVITIES TO IMPROVE THE HEALTH OF THE COMMUNITY. THE MULTIPLE AFFILIATES UNDER THE CONTROL OF LANCASTER GENERAL HEALTH IN ADDITION TO LANCASTER GENERAL HOSPITAL ARE: LANCASTER GENERAL HEALTH-COLUMBIA CENTER (EIN# 23-0485650) WHICH IS A HEALTH CARE CLINIC THAT PROVIDES PRIMARY AND SPECIALTY MEDICAL SERVICES WHERE SERVICES ARE PROVIDED BY LICENSED PHYSICIANS AND OFFICE SPACE IS LEASED TO HEALTH CARE PROVIDERS AND OTHERS. IN ADDITION, LANCASTER GENERAL HEALTH-COLUMBIA CENTER OFFERS PREVENTIVE, DIAGNOSTIC, AND THERAPEUTIC MEDICAL SERVICES TO PATIENTS ON AN OUTPATIENT BASIS. LANCASTER GENERAL HEALTH FOUNDATION (EIN# 20-5767147) EXISTS TO ADVANCE THE CULTURE OF PHILANTHROPY WITHIN THE LANCASTER GENERAL HEALTH SYSTEM. MRI GROUP, LLP (EIN# 33-1011386) WHICH PROVIDES MEDICAL SERVICES RELATING TO MAGNETIC RESONANCE IMAGING AND COMPUTER TOMOGRAPHY. LANCASTER PET PARTNERSHIP, LLP (EIN# 23-3102793) WHICH PROVIDES MEDICAL SERVICES RELATING TO POSITRON EMISSION TOMOGRAPHY. LANCASTER GENERAL HEALTH HOLDINGS INC.'S (EIN# 20-4943109) EXEMPT PURPOSE IS AN INVESTMENT IN A REHABILITATION HOSPITAL. LANCASTER GENERAL MEDICAL GROUP (EIN# 23-2777286) WAS ORGANIZED TO DEVELOP, OWN, AND OPERATE OUTPATIENT HEALTHCARE PRACTICES WHERE PRIMARY AND SPECIALTY MEDICAL SERVICES ARE PROVIDED BY LICENSED PHYSICIANS. THE HEART GROUP OF LANCASTER GENERAL HEALTH (EIN# 30-0634510) PROVIDES SPECIALTY CARDIOLOGY HEALTHCARE SERVICES. LG HEALTH COMMUNITY CARE COLLABORATIVE, LLC (EIN# 45-5542179) IS AN ACCOUNTABLE CARE ORGANIZATION. NOVASTREAM, LLC (EIN# 47-5202972) WHOSE PRIMARY ACTIVITY IS TELECOMMUNICATIONS. OTHER AFFILIATES OF LANCASTER GENERAL HEALTH INCLUDE LANCASTER GENERAL BUSINESS TRUST AND ITS SUBSIDIARIES. IN ADDITION, LANCASTER GENERAL HOSPITAL IS AN AFFILIATE OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. ------------------------- PART VI, LINE 7 - STATE FILING OF COMMUNITY BENEFIT LANCASTER GENERAL HOSPITAL ISSUES AN ANNUAL REPORT WHICH INCLUDES INFORMATION ABOUT COMMUNITY BENEFIT AND HEALTH EFFORTS. THIS REPORT IS NOT FILED WITH THE STATE OF PENNSYLVANIA. ------------------------- PART VI - ADDITIONAL EXPLANATION LANCASTER GENERAL HOSPITAL PROVIDED FINANCIAL SUPPORT TO THE CITY OF LANCASTER (EIN 23-6001904) IN THE AMOUNT OF $1,500,000. THE USAGE OF THESE FUNDS IS UNRESTRICTED AND PROVIDES ASSISTANCE TO THE CITY FOR SPECIAL EVENTS AND ITS POLICE, FIRE, AND PUBLIC WORKS SERVICES. LANCASTER GENERAL HOSPITAL ALSO MADE PILOT PAYMENTS TO THE FOLLOWING: SCHOOL DISTRICT OF LANCASTER (EIN 23-1726414) IN THE AMOUNT OF $1,515,000. HEMPFIELD SCHOOL DISTRICT (EIN 23-6050540) IN THE AMOUNT OF $40,000, COUNTY OF LANCASTER (EIN 23-6003055) IN THE AMOUNT OF $8,010, AND EAST HEMPFIELD TOWNSHIP (EIN 23-6000356) IN THE AMOUNT OF $2,830. ------------------------- true CITY OF LANCASTER 39 W CHESTNUT STREET PO BOX 1020 LANCASTER PA 17608 236001904 GOV'T ENTITY 1500000 SUPPORT PROGRAM SVC COUNTY OF LANCASTER 39 W CHESTNUT STREET LANCASTER PA 17608 236001904 GOV'T ENTITY 8010 SUPPORT PROGRAM SVC HEMPFIELD SCHOOL DISTRICT PO BOX 7596 LANCASTER PA 17604 236050540 501(C)(3) 40000 SUPPORT PROGRAM SVC LANCASTER CITY ALLIANCE 115 E KING STREET LANCASTER PA 17602 463353021 501(C)(3) 160000 SUPPORT PROGRAM SVC SCHOOL DISTRICT OF LANCASTER 1020 LEHIGH AVENUE LANCASTER PA 17602 231726414 501(C)(3) 1515000 SUPPORT PROGRAM SVC LANCASTER MEDICAL HERITAGE MUSEUM 410 NORTH LIME STREET LANCASTER PA 17603 222464097 501(C)(3) 169056 SUPPORT PROGRAM SVC SALVATION ARMY 131 SOUTH QUEEN STREET LANCASTER PA 17603 235562351 501(C)(3) 10000 SUPPORT PROGRAM SVC COMMUNITY ACTION PROGRAM 601 SOUTH QUEEN STREET LANCASTER PA 17603 231667311 501(C)(3) 23000 SUPPORT PROGRAM SVC SCHREIBER PEDIATRIC REHAB CENTER OF LANCASTER 625 COMMUNITY WAY LANCASTER PA 17603 231365369 501(c)(3) 45000 SUPPORT PROGRAM SVC NORTHWEST EMS PO BOX 384 ELIZABETHTOWN PA 17022 232152257 501(c)(3) 350000 SUPPORT PROGRAM SVC A WEEK AWAY FOUNDATION 941 WHEATLAND AVE SUITE B-1 LANCASTER PA 17603 470999107 501(C)(3) 7350 SUPPORT PROGRAM SVC AMERICAN CANCER SOCIETY INC PO BOX 862 CARNEGIE PA 15106 131788491 501(C)(3) 40000 SUPPORT PROGRAM SVC AMERICAN HEART ASSOCIATION PO BOX 840692 DALLAS TX 75284 135613797 501(C)(3) 15000 SUPPORT PROGRAM SVC COLUMBIA BORO SCHOOL DISTRICT 200 NORTH FIFTH ST COLUMBIA PA 17512 236004263 501(C)(3) 12500 SUPPORT PROGRAM SVC ECONOMIC DEVELOPMENT COMPANY OF LANCASTER COUNTY 115 EAST KING ST LANCASTER PA 17602 236402651 501(C)(4) 38000 SUPPORT PROGRAM SVC FULTON THEATRE 12 NORTH PRINCE ST LANCASTER PA 17608 231631733 501(C)(3) 27500 SUPPORT PROGRAM SVC GEARS 70 SOUTH POPLAR ST ELIZABETHTOWN PA 17022 232001354 501(C)(3) 10000 SUPPORT PROGRAM SVC HEMPFIELD AREA RECREATION COMMISSION 950 CHURCH ST LANDISVILLE PA 17538 232469241 501(C)(3) 9500 SUPPORT PROGRAM SVC HOSPICE AND COMMUNITY CARE 685 GOOD DRIVE PO BOX 4125 LANCASTER PA 17604 232122735 501(C)(3) 20000 SUPPORT PROGRAM SVC LANCASTER CHAMBER OF COMMERCE 100 SOUTH QUEEN ST LANCASTER PA 17608 232095463 501(C)(6) 27000 SUPPORT PROGRAM SVC LANCASTER COMMUNITY SAFETY COALITION 262 CONESTOGA ST LANCASTER PA 17603 200123222 501(C)(3) 50000 SUPPORT PROGRAM SVC LANCASTER COUNTY COMMUNITY FOUNDATION 24 WEST KING ST LANCASTER PA 17603 200874857 501(C)(3) 20000 SUPPORT PROGRAM SVC LANCASTER COUNTY YOUTH AMATEUR HOCKEY LEAGUE 371 CARRERA DR LANCASTER PA 17601 231972756 501(C)(3) 10000 SUPPORT PROGRAM SVC LANCASTER EMS PO BOX 4652 LANCASTER PA 17604 232840702 501(C)(3) 21177 SUPPORT PROGRAM SVC LANCASTER PRIDE PO BOX 7263 LANCASTER PA 17604 421642039 501(C)(3) 10000 SUPPORT PROGRAM SVC LANCASTER RECREATION COMMISSION 525 FAIRVIEW AVE LANCASTER PA 17603 231352353 501(C)(3) 11000 SUPPORT PROGRAM SVC LANCASTER REDEVELOPMENT FUND 28 PENN SQUARE SUITE 200 LANCASTER PA 17603 811823893 501(C)(3) 30000 SUPPORT PROGRAM SVC LONG'S PARK AMPITHEATER FOUNDATION PO BOX 1553 LANCASTER PA 17608 236296712 501(C)(3) 20000 SUPPORT PROGRAM SVC MUSIC FOR EVERYONE 42 NORTH PRINCE ST LANCASTER PA 17603 202997260 501(C)(3) 8000 SUPPORT PROGRAM SVC NEW HOLLAND AMBULANCE ASSOCIATION 101 EAST FRANKLIN ST NEW HOLLAND PA 17557 232109738 501(C)(3) 350000 SUPPORT PROGRAM SVC PA CHAMBER OF BUSINESS AND INDUSTRY 417 WALNUT ST HARRISBURG PA 17101 251636785 501(C)(3) 40000 SUPPORT PROGRAM SVC TENFOLD 308 EAST KING ST LANCASTER PA 17602 231731792 501(C)(3) 25000 SUPPORT PROGRAM SVC VENTURE LITITZ 7 SOUTH BROAD ST LITITZ PA 17543 203826812 501(C)(3) 5150 SUPPORT PROGRAM SVC 31 2 SCHEDULE I, PART 1, LINE 2 PROCEDURES FOR MONITORING GRANT FUNDS CONTRIBUTIONS MADE BY LANCASTER GENERAL HOSPITAL MUST MEET THE FOLLOWING CRITERIA SET FORTH BY THE MISSION AND COMMUNITY BENEFIT COMMITTEE: 1)GAPS IN HEALTHCARE SERVICES WILL BE REDUCED, 2) RESOURCES WILL BE DIRECTED TO DESIGNATED PRIMARY AND SECONDARY HEALTH PRIORITIES, HEALTH PROMOTION, AND PREVENTION INITIATIVES, 3) INITIATIVES WILL DRIVE COST-EFFECTIVE, COMMUNITY CARE/INTERVENTIONS THAT PROMOTE HEALTH AND WELL-BEING OF OUR COMMUNITY, 4) INITIATIVES WILL BE RESPONSIVE TO THE NEEDS OF SPECIAL/DISPARATE POPULATIONS, 5) ENDOWMENT OR CAPITAL CAMPAIGN REQUESTS WILL NOT BE FINANCIALLY SUPPORTED, 6) ONLY TAX EXEMPT ORGANIZATIONS AND GOVERNMENTAL INITIATIVES AT THE LOCAL LEVEL THAT RELATE TO LANCASTER HOSPITAL'S MISSION WILL BE SUPPORTED, AND 7) ONGOING DEFICIT FUNDING WILL NOT BE PROVIDED UNLESS FUNDAMENTAL TO A LANCASTER GENERAL HOSPITAL HEALTH PRIORITY AND/OR THE CARE OF THE MEDICALLY UNDERSERVED. SCHOLARSHIPS AND LOANS ARE AWARDED TO STUDENTS AT THE PENNSYLVANIA COLLEGE OF HEALTH SCIENCES ON A NON-DISCRIMINATORY BASIS. THE SCHOLARSHIPS AND LOANS ARE BASED ON FINANCIAL NEED, ACADEMIC PROGRESS, AND CLINICAL PERFORMANCE. X X X X true true false false false false false true false Richard D Paoletti Former Officer 0 320006 0 91777 0 762 0 0 0 5782 0 418327 0 0 Stacey G Youcis Former Officer 437833 0 146412 0 73277 0 36456 0 19691 0 713669 0 69709 0 Brian R Burgess Former Officer 0 0 0 0 128976 0 0 0 0 0 128976 0 0 0 Christine M Stabler MD Former Officer 288535 0 82436 0 2700 0 12352 0 16577 0 402600 0 0 0 Philip M Bayliss MD Perinatologist 757006 0 0 0 65137 0 16107 0 18505 0 856755 0 0 0 Mark Epler MD Cardiothoracic Surgeon 814517 0 182875 0 2070 0 17250 0 25158 0 1041870 0 0 0 Robert K Klinghoffer Wenger MD Cardiothoracic Surgeon 827944 0 82875 0 9296 0 17250 0 18422 0 955787 0 0 0 Jeremy McGarvey MD Cardiothoracic Surgeon 809456 0 182875 0 39362 0 40250 0 31685 0 1103628 0 0 0 Sriram Venigalla MD Radiation Oncologist 440732 0 634605 0 35228 0 30927 0 17566 0 1159058 0 0 0 Linda A Welker VP, Controller 212554 0 0 0 17496 0 11915 0 28100 0 270065 0 0 0 Margaret F Costella Esq SVP General Counsel-Corporate 392795 0 104262 0 305247 0 39347 0 2421 0 844072 0 299741 0 Jennifer L Groff VP Organizational Advancement 0 237654 0 0 0 788 0 34970 0 1670 0 275082 0 0 Sean P Reynolds VP Operations-Physician Svcs 0 262981 0 76517 0 980 0 34564 0 21372 0 396414 0 0 Tammy L Ober Chief Growth Officer 332001 0 129681 0 51602 0 16077 0 29577 0 558938 0 49297 0 Michael D Barber Chief Operating Officer 0 528360 0 141414 0 26810 0 50960 0 9112 0 756656 0 0 Michael R Ripchinski MD Chief Physician Executive 425661 134887 149165 0 151802 225 40250 59038 6237 3894 773115 198044 130055 0 Gary A Welch Chief Financial Officer 328628 0 41797 0 340 0 15680 0 14958 0 401403 0 0 0 Timothy C Zellers Chief Nursing Officer 325043 0 63271 0 21252 0 34146 0 20430 0 464142 0 0 0 Kay A Brady Chief Human Resources Officer 261973 0 120744 0 14495 0 37143 0 17141 0 451496 0 0 0 Kristi N Casey Associate Chief Human Resource 186357 0 30130 0 14869 0 10834 0 15529 0 257719 0 0 0 Gary R Davidson SVP Chief Information Tech 513522 0 156267 0 76907 0 16137 0 30559 0 793392 0 50598 0 Geoffrey W Eddowes SVP, Hospital Operations & Wom 320443 0 83030 0 216104 0 39229 0 20403 0 679209 0 211570 0 Edmond K Kabagambe PhD VP Research Administration 259807 0 41262 0 1161 0 36875 0 23887 0 362992 0 0 0 Elizabeth H Katz VP Risk Mgmt & Corp Compliance 199416 0 31976 0 522 0 10866 0 14461 0 257241 0 0 0 Denise A Kennedy VP Financial Services 238247 0 38573 0 1511 0 11925 0 8350 0 298606 0 0 0 Alyssa M Livengood-Waite Associate Chief Nursing Office 180603 0 23826 0 324 0 9866 0 20301 0 234920 0 0 0 Donise A Musheno VP Quality & Regulatory Affair 188701 0 30581 0 842 0 10255 0 11920 0 242299 0 0 0 Matthew E Parido VP Institutional Affairs 199859 0 31723 0 15810 0 11407 0 7964 0 266763 0 0 0 Justin D Roberts DO Associate Chief Medical Office 530711 0 83444 0 594 0 40250 0 29508 0 684507 0 0 0 Michael Sheinberg MD Chief Medical Information Offi 337589 0 52308 0 27604 0 34946 0 8914 0 461361 0 0 0 Kevin D Turner VP Primary Care & Ambulatory 181805 0 52661 0 7575 0 15606 0 27610 0 285257 0 0 0 John J Herman CEO LG Health 0 710637 0 331771 0 111098 0 106110 0 28667 0 1288283 0 84678 Kenneth R Arthur MD Trustee 0 387018 0 50844 0 2764 0 39678 0 21135 0 501439 0 0 Keith A Kasper Trustee 0 1004236 0 1531258 0 227425 0 218400 0 19135 0 3000454 0 189584 Kevin B Mahoney Trustee 0 1880364 0 1029800 0 44887 0 352800 0 21577 0 3329428 0 0 Julia W Puchtler Trustee 0 579435 0 183820 0 90176 0 70700 0 19516 0 943647 0 66211 Tara M Tawil MD Trustee/Medical Director Infor 279527 0 26043 0 1463 0 13323 0 21902 0 342258 0 0 0 Alexandra O Jorgensen Former Officer 0 244128 0 9450 0 77714 0 0 0 4407 0 335699 0 77205 SCHEDULE J, PART I, LINE 3 COMPENSATION LANCASTER GENERAL HEALTH'S EXECUTIVE COMPENSATION PROCESS INCLUDES THE FOLLOWING REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH IS COMPRISED OF INDEPENDENT TRUSTEES. AN EVALUATION OF PERFORMANCE AGAINST GOALS IS CONDUCTED AT THE CLOSE OF A FISCAL YEAR TO DETERMINE THE LEVEL OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OF THE CEO AND SENIOR EXECUTIVES AS TO DETERMINE MERIT AND INCENTIVE PAY ACTIONS. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMMITTEE AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON REVIEW AND DISCUSSION OF THE RELATED DATA AND INFORMATION THE COMMITTEE TAKES ACTION WHICH IS RECORDED IN THE MEETING MINUTES WHICH ARE THEN FILED FOR FUTURE REFERENCE. --------------------------- SCHEDULE J, PART I, LINE 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED SEVERANCE PAYMENTS DURING THE 2024 CALENDAR YEAR: BRIAN R. BURGESS $128,976 ----------------------------- SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH 457(F) SERP III PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MARGARET F. COSTELLA, ESQ $299,741 GEOFFREY W. EDDOWES $211,570 TAMMY L. OBER $49,297 MICHAEL R. RIPCHINSKI, MD $130,055 STACEY G. YOUCIS $69,709 ------------------------------ THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP" PLAN) DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS THREE YEARS AFTER EACH EMPLOYER CONTRIBUTION IS CREDITED TO THE PLAN. VESTING ALSO OCCURS UPON THE OCCURRENCE OF CERTAIN EVENTS WHILE STILL EMPLOYED (THE EARLIER OF REACHING 65 YEARS OF AGE, BECOMING TOTALLY AND PERMANENTLY DISABLED, OR DEATH). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MICHAEL D. BARBER NO DISTRIBUTION GARY R. DAVIDSON $50,598 JOHN J. HERMAN $84,678 KEITH A. KASPER $189,584 ALEXANDRA O. JORGENSEN $77,205 JULIA W. PUCHTLER $66,211 ----------------------- SCHEDULE J, PART I, LINE 7 NON FIXED PAYMENTS THE PURPOSE OF THE LANCASTER GENERAL HEALTH (LG) ANNUAL INCENTIVE PLAN (THE PLAN) IS TO REINFORCE STRATEGIC PERFORMANCE PRIORITIES FOR SENIOR MANAGEMENT AND MANAGEMENT EMPLOYEES AND TO ENCOURAGE THE HIGHEST LEVEL OF PERFORMANCE IN THE DELIVERY OF HEALTHCARE SERVICES. AS A REWARD FOR EMPLOYEES' CONTRIBUTIONS TO LANCASTER GENERAL HEALTH'S SUCCESS, THE PLAN PROVIDES THE OPPORTUNITY TO EARN MEANINGFUL INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF LANCASTER GENERAL HEALTH AND THE INDIVIDUAL PARTICIPANTS. SPECIFICALLY, THE PLAN IS DESIGNED TO: *FOCUS PARTICIPANTS ON THE ACHIEVEMENT OF ORGANIZATION GOALS RELATED TO PEOPLE, SERVICE, QUALITY/SAFETY, FINANCIAL AND GROWTH; *PROMOTE AND FOSTER A TEAM ORIENTED CULTURE; *STRENGTHEN LANCASTER GENERAL HEALTH'S ABILITY TO ATTRACT AND RETAIN SUPERIOR TALENT, RECOGNIZE AND REWARD ACCOMPLISHMENTS THAT CLEARLY ADVANCE THE ORGANIZATION'S MISSION, AND DRIVE STRATEGIES; *PROVIDE INCENTIVE AWARDS THAT CAN BE ADJUSTED ANNUALLY FOR DIFFERENT BUSINESS CONDITIONS AND BUSINESS PLAN PRIORITIES WITHOUT CHANGING BASIC DESIGN FEATURES OF THE PLAN; AND *PROVIDE ANNUAL INCENTIVE OPPORTUNITIES WITH DUE CONSIDERATION TO THE REQUIREMENTS OF THE INTERMEDIATE SANCTIONS LAW AND THE REGULATIONS THEREUNDER. --------------------------- SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K LANCASTER GENERAL HOSPITAL HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR LANCASTER GENERAL HOSPITAL WAS $141,167,854 AS OF JUNE 30, 2025. Cheryl Arthur FAMILY MBR OF TRUSTEE 29177 Employment false Jeannette Eddowes FAMILY MBR OF OFFICER 113419 Employment false Andrea L Zellers FAMILY MBR OF OFFICER 112119 Employment false Emily Zellers FAMILY MBR OF OFFICER 107052 Employment false Jessica Zellers FAMILY MBR OF OFFICER 96282 Employment false Lilian Waite FAMILY MBR OF OFFICER 28835 Employment false Jennifer Sheinberg FAMILY MBR OF OFFICER 133868 Employment false FORM 990, PART III, LINE 4D DESCRIPTION OF OTHER PROGRAM SERVICES ALL OTHER PROGRAM SERVICES, INCLUDING BUT NOT LIMITED TO; LABORATORY, RADIOLOGY, EMERGENCY MEDICINE, EDUCATION AND PHYSICAL MEDICINE AND REHABILITATION. LGH OPERATES AN EMERGENCY DEPARTMENT (ER) THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY. THE EMERGENCY DEPARTMENT HAD A TOTAL OF 104,841 VISITS DURING FISCAL YEAR 2025. TOTAL PATIENT DAYS FOR THE FISCAL YEAR WERE 187,048. MEDICARE AND MEDICAID PATIENTS CONTRIBUTED 16,128 AND 5,093, RESPECTIVELY, TOWARDS THE 31,711 TOTAL INPATIENT DISCHARGES DURING THE FISCAL YEAR. --------------------------- FORM 990, PART III, LINE 4D EXEMPT PURPOSE ACHIEVEMENTS LANCASTER GENERAL HOSPITAL WILL IDENTIFY COMMUNITY HEALTH NEEDS; HELP REACH COMMUNITY CONSENSUS ON HEALTH CARE PRIORITIES; DEVELOP PROGRAMS (WHERE POSSIBLE TOGETHER WITH OTHER COMMUNITY ORGANIZATIONS) TO ADDRESS THESE NEEDS; DEVELOP AND MAINTAIN METRICS TO MEASURE OUR PROGRESS; AND REPORT OUT ACTIVITY TO THE BOARD OF TRUSTEES AND THE COMMUNITY AT LARGE. FINANCIAL MEANS SHOULD NOT PREVENT ANYONE FROM ACCESSING HEALTHCARE SERVICES. TO THAT END, LANCASTER GENERAL HOSPITAL HAS ESTABLISHED FINANCIAL ASSISTANCE PROGRAMS FOR THOSE WITH LITTLE OR NO INSURANCE, OR LIMITED FINANCIAL MEANS. LANCASTER GENERAL HOSPITAL INCURRED UNPAID COSTS OF $90.2M TO CARE FOR FINANCIALLY DISADVANTAGED PERSONS. LANCASTER GENERAL HOSPITAL ENGAGES IN MEDICAL RESEARCH PROGRAMS. LANCASTER GENERAL HOSPITAL ENGAGES IN TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS AT AN UNPAID COST OF $13.0M. --------------------------- FORM 990, PART VI, SECTION A, LINE 2 DETAIL OF FAMILY OR BUSINESS RELATIONSHIP GARY A. WELCH, OFFICER, AND JORDAN D. SPACE, TRUSTEE, HAVE A FAMILY RELATIONSHIP. ----------------------- FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF LANCASTER GENERAL HOSPITAL IS LANCASTER GENERAL HEALTH. THE SOLE MEMBER MAY INITIATE AND IMPLEMENT ANY PROPOSAL WITH RESPECT TO ANY OF THE FOLLOWING; AMENDMENT OF CHARTER, CERTIFICATE OF ARTICLES OF INCORPORATION OR BYLAWS; SALE, PURCHASE, LEASE OR ENCUMBRANCE WITH DEBT; THE TRANSFER OF ANY ASSETS OF THE CORPORATION,EXCLUDING EQUIPMENT; ELECTION OR REMOVAL OF THE BOARD OF TRUSTEES OF THE CORPORATION; THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; THE APPROVAL OF INVESTMENT ADVISORS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF THE CORPORATION; AND THE APPROVAL OF NON-BUDGETED EXPENDITURES. --------------------------- FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY LANCASTER GENERAL HEALTH ELECTS THE BOARD OF TRUSTEES OF LANCASTER GENERAL HOSPITAL. --------------------------- FORM 990, PART VI, SECTION A, LINE 7B REVIEW OF FORM 990 BY GOVERNING BODY INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING WAS GATHERED AND THE RETURN WAS PREPARED BY THE FINANCE STAFF. THE CFO, CONTROLLER, AND SELECT MEMBERS OF THE FINANCE MANAGEMENT TEAM REVIEWED THE COMPLETED FORM 990 AND IT WAS THEN PROVIDED TO PWC US TAX LLP FOR THEIR REVIEW. IN ADDITION, THE MEMBERS OF THE GOVERNING BODY WERE GIVEN THE OPPORTUNITY TO VIEW THE 990 ONLINE VIA THE BOARD PORTAL SYSTEM PRIOR TO THE FILING. ------------------------- FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING WAS GATHERED AND THE RETURN WAS PREPARED BY THE FINANCE STAFF. THE CFO, CONTROLLER, AND SELECT MEMBERS OF THE FINANCE MANAGEMENT TEAM REVIEWED THE COMPLETED FORM 990 AND IT WAS THEN PROVIDED TO PWC US TAX LLP FOR THEIR REVIEW. IN ADDITION, THE MEMBERS OF THE GOVERNING BODY AND THE AUDIT AND COMPLIANCE COMMITTEE WERE GIVEN THE OPPORTUNITY TO VIEW THE 990 ONLINE VIA THEIR RESPECTIVE BOARD/COMMITTEE PORTAL SYSTEMS PRIOR TO THE FILING. ------------------------- FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IN ORDER TO ASCERTAIN AND EVALUATE ACTUAL OR POTENTIAL CONFLICTS, CERTAIN INTERESTED PERSONS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON ENTERING EMPLOYMENT OR BECOMING A TRUSTEE OF LANCASTER GENERAL HOSPITAL OR AN AFFILIATE, AND OTHERS ARE ALSO REQUIRED TO FILL OUT SUCH A STATEMENT ON AN ANNUAL BASIS. IN ADDITION TO THIS REQUIREMENT, ALL OFFICERS AND TRUSTEES, REGARDLESS OF WHETHER OR NOT THEY HAVE FILLED OUT OR HAVE BEEN ASKED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT, HAVE AN ONGOING AFFIRMATIVE DUTY TO BRING TO THE ATTENTION OF LANCASTER GENERAL HOSPITAL SITUATIONS WHICH MAY GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS DESCRIBED IN THE POLICY. --------------------------- FORM 990, PART VI, SECTION B, LINE 14 DOCUMENTATION RETENTION AND DESTRUCTION POLICY THE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, SECTION B, LINES 14 & 16B. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BODY. --------------------------- FORM 990, PART VI, SECTION B, LINE 15 PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL LANCASTER GENERAL HEALTH'S EXECUTIVE COMPENSATION PROCESS INCLUDES THE FOLLOWING REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH IS COMPRISED OF INDEPENDENT TRUSTEES. AN EVALUATION OF PERFORMANCE AGAINST GOALS IS CONDUCTED AT THE CLOSE OF A FISCAL YEAR TO DETERMINE THE LEVEL OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OF THE CEO AND SENIOR EXECUTIVES AS TO DETERMINE MERIT AND INCENTIVE PAY ACTIONS. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMMITTEE AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON REVIEW AND DISCUSSION OF THE RELATED DATA AND INFORMATION, THE COMMITTEE TAKES ACTION, WHICH IS RECORDED IN THE MEETING MINUTES WHICH ARE THEN FILED FOR FUTURE REFERENCE. --------------------------- FORM 990, PART VI, SECTION C, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC LANCASTER GENERAL HOSPITAL DOES NOT MAKE THE GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC, AS THEY ARE REQUIRED TO BE INCLUDED WITH FORM 990, SCHEDULE H. --------------------------- FORM 990, PART VII, SECTION A COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES THE HOURS NOTED IN COLUMN (B) RELATE TO THE HOURS DEDICATED TO THE FILING ORGANIZATION AND/OR TO OTHER ORGANIZATIONS WITHIN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM DURING THE TIME PERIOD IN WHICH THEY SERVED. THE HOURS DISCLOSED RELATE TO TIME SERVED ON A BOARD AND/OR FOR SERVICES PROVIDED RESULTING IN COMPENSATION PAID. MEMBERS OF THE BOARD ARE NOT COMPENSATED FOR THEIR POSITION ON THE BOARD. COMPENSATION DISCLOSED RELATES TO OTHER SERVICES PERFORMED. THE LANCASTER GENERAL HOSPITAL BOARD TERM RUNS JULY 1 TO JUNE 30. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A EITHER STARTED OR TERMED DURING THE JUNE 30, 2025 FISCAL YEAR: MARGARET F. COSTELLA, ESQ (TERMED 01/23/2025) TAMMY L. OBER (TERMED 04/25/2025) MICHAEL R. RIPCHINSKI, MD (TERMED 09/30/2024) KRISTI N. CASEY (STARTED 07/17/2024; TERMED 03/02/2025) DENISE A. KENNEDY (TERMED 04/25/2025) ALYSSA M. LIVENGOOD-WAITE (STARTED 07/17/2024) MATTHEW E. PARIDO (TERMED 04/25/2025) JUSTIN D. ROBERTS, DO (STARTED 07/17/2024) MICHAEL SHEINBERG, MD (STARTED 07/17/2024) KENNETH R. ARTHUR, MD (TERMED 12/31/2024) KEITH A. KASPER (TERMED 03/19/2025) VANESSA PHILBERT (STARTED 07/17/2024) JULIA W. PUCHTLER (STARTED 03/19/2025) TARA M. TAWIL, MD (STARTED 01/01/2025) LORI A. PICKELL (TERMED 06/30/2024) COMPENSATION LISTED ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II REFLECTS COMPENSATION FOR CALENDAR YEAR 2024. ------------------------ FORM 990, PART XII, LINE 2B AUDITED FINANCIAL STATEMENTS THE FINANCIAL INFORMATION FOR LANCASTER GENERAL HEALTH AND ITS AFFILIATES, INCLUDING LANCASTER GENERAL HOSPITAL, WAS INCLUDED IN THE UNIVERSITY OF PENNSYLVANIA'S COMBINED FINANCIAL STATEMENTS AND AUDITED ON A CONSOLIDATED BASIS. --------------------------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS $ (160,581,621) RELATED PARTY TRANSFERS 2,347,526 INTEREST IN TRANSFERS-CHARITABLE GIFT ANNUITIES 749,192 OTHER NON-OPERATING INCOME (EXPENSE) --------------- $ (157,484,903) TOTAL --------------------------- FORM 990, PART V, LINE 1A FORMS 1099 LANCASTER GENERAL HOSPITAL IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. NOVASTREAM LLC 555 NORTH DUKE STREET LANCASTER PA 17602 475202972 TELECOMM PA 2843692 4918112 LG HOSPITAL THE LEONARD AND MADLYN ABRAMSON INST 421 CURIE BLVD 450 BRB II/III PHILADELPHIA PA 19104 232929823 MED RESEARCH PA 501(c)(3) 4 NA false CARL V S PATTERSON IRR 116 ALLEGHENY CENTER MAIL P8YB3502L PITTSBURGH PA 15212 236415355 SUPPORT TRUST PA 4947(A)(1) N/A NA false CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER PA 19380 264233321 MGMT SRVCS PA 501(C)(3) 12, I TRUSTEES false CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(c)(3) 10 TRUSTEES false LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER PA 17602 232250941 SUPPORT ORG PA 501(C)(3) 12, II TRUSTEES false LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA PA 17512 230485650 FACILITY MGMT PA 501(C)(3) 3 LG HOSPITAL true LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER PA 17602 205767147 FUNDRAISING PA 501(C)(3) 7 NA false LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER PA 17602 204943109 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG PA 17520 232777286 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false MORRIS EST LYDIA T DECD TW 6325 S Rainbow Blvd Ste 300 Las Vegas NV 89118 236210940 SUPPORT TRUST NV 501(C)(3) 12, III-FI NA false NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER PA 19380 232324782 NURSING PA 501(C)(3) 12, I CCH&HS false NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER PA 19380 232324787 HEALTH SRVCS PA 501(C)(3) 10 CCH&HS false NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER PA 19380 231352243 NURSING PA 501(C)(3) 7 CCH&HS false OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA PA 19104 231986931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA PA 19104 232422635 HEALTHCARE PA 501(c)(3) 3 PMC false PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK NY 10036 232726687 CLUB NY 501(c)(7) N/A NA false PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 752974931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA PA 19107 311538725 HEALTHCARE PA 501(C)(3) 3 TRUSTEES false PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA PA 19104 232351015 SUPPORT ORG PA 501(c)(3) 12, I NA false PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232810852 HEALTHCARE PA 501(c)(3) 3 TRUSTEES false THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA PA 19102 810550464 BUS. TRUST PA 501(c)(3) 8 NA false CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER PA 19380 230469150 HEALTHCARE PA 501(C)(3) 3 CCH&HS false THE HEART GROUP OF LANCASTER GEN HEALTH 217 HARRISBURG AVENUE LANCASTER PA 17603 300634510 CARDIOLOGY PA 501(C)(3) 3 LG HEALTH false TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19104 231352685 EDUCATION PA 501(c)(3) 2 NA false UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 233021159 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA PA 19104 236299508 FAC. CLUB PA 501(c)(3) 12, I TRUSTEES false UPENN INTERNATIONAL 3451 WALNUT STREET SUITE 731 PHILADELPHIA PA 19104 454985731 SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES false UPENN MASTER RETIREMENT TRUST 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19104 043574136 RETIRE TRUST PA 501(A) N/A TRUSTEES false UPENN RETIREE BENEFITS TRUST 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 232769744 BENEFITS PA 501(c)(3) 12, I TRUSTEES false WISSAHICKON HOSPICE OF UPHS 150 MONUMENT ROAD SUITE 300 BALA CYNWYD PA 19004 232152662 HOSPICE CARE PA 501(c)(3) 10 TRUSTEES false PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 210635009 HEALTHCARE NJ 501(C)(3) 3 PHCS HOLDING false PRINCETON HEALTHCARE SYSTEM FDN INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222225911 SUPPORT PHCS NJ 501(C)(3) 7 PHCS HOLDING false PRINCETON HEALTHCARE SYSTEM HOLDING INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223493256 SUPPORT ORG. NJ 501(C)(3) 12,I TRUSTEES false PRINCETON MEDICAL PROPERTIES INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 220022702 REAL ESTATE NJ 501(C)(2) N/A PHCS HOLDING false PRINCETON CAREGIVERS INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222842773 HOMECARE SVCS NJ 501(C)(3) 3 PHCS HOLDING false PRINCETON HEALTHCARE AFFILIATED PHYS PC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 264203938 HLTHCARE SVCS NJ 501(C)(3) 10 PHCS HOLDING false AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER PA 17601 231352572 HOME HEALTH PA 501(C)(3) 10 LG HEALTH false HAJOCA 3025 INC 3451 WALNUT STREET ROOM 737 PHILADELPHIA PA 19104 843379653 SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES false PENN MEDICINE-PMA 5 ATRIUM 3400 CIVIC CTR BLVD PHILADELPHIA PA 19104 863800365 HEALTHCARE PA 501(C)(3) 10 CCA false CLINICAL SPECIALTY ASSOCIATES 150 MONUMENT ROAD FL 4TH BALA CYNWYD PA 19004 331617353 HEALTHCARE PA 501(c)(3) PENDING TRUSTEES false DOYLESTOWN HOSPITAL 595 WEST STATE STREET DOYLESTOWN PA 18901 231352174 HEALTHCARE PA 501(c)(3) 3 TRUSTEES false DOYLESTOWN HEALTH FOUNDATION 595 WEST STATE STREET DOYLESTOWN PA 18901 232368196 FUNDRAISING PA 501(c)(3) 7 DH false DOYLESTOWN HEALTH PHYSICIANS 595 WEST STATE STREET DOYLESTOWN PA 18901 232368197 HEALTHCARE PA 501(c)(3) 12, II DH false PDCP 1740 FUND LP 311 S WACKER DRIVE STE 2620 CHICAGO IL 60606 320472404 INVESTMENT IL NA false DVG 1740 FUND LP ONE FAWCETT PLACE GREENWICH CT 06830 800961539 INVESTMENT CT NA false EAST MARSHALL STREET PARTNERSHIP LP 701 E MARSHALL STREET WEST CHESTER PA 19380 232902742 INVESTMENT PA NA false FERN HILL PARTNERSHIP III LP 701 E MARSHALL STREET WEST CHESTER PA 19380 300409614 RENTAL PA NA false FERN HILL LLC 701 E MARSHALL STREET WEST CHESTER PA 19380 233005147 RENTAL PA NA false GALLOPAVO LP 4215 WEST LOVERS LANE SUITE 100 DALLAS TX 75209 464621967 INVESTMENT TX NA false LANCASTER PET PARTNERSHIP LLP PO BOX 4216 LANCASTER PA 17604 233102793 MEDICAL SERVI PA NA false LG HEALTH COMMUNITY CARE COLLABORATIVE 555 NORTH DUKE STREET LANCASTER PA 17602 455542179 ACO PA LG HOSPITAL RELATED -958778 1974107 false 0 false 0.97000 KINGSTOWN 1740 FUND LP 167 MADISON AVE ST 205 1033 NEW YORK NY 10016 843119908 INVESTMENT NY NA false MRI GROUP LLP PO BOX 4216 LANCASTER PA 17604 331011386 MEDICAL SERVI PA NA false NEIGHBRHD PRES & DEV FUND LP 240 NEW YORK DR STE 1 FORT WASHINGTON PA 19034 233037919 RENTAL PA NA false OAKLANDS WAY MEDICAL BUILDING ASSOCIATES 701 E MARSHALL STREET WEST CHESTER PA 19380 830490251 RENTAL PA NA false SRP INVESTORS FUND A LP 2001 ROSS AVE SUITE 400 DALLAS TX 75201 611748291 INVESTMENT TX NA false JOG V C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY AL CA T2P5E9 INVESTMENT CA NA false TURK'S HEAD SURGERY CENTER LLC 915 OLD FERN HILL ROAD BLDG B WEST CHESTER PA 19380 200184603 MEDICAL SERVI PA NA false CYRUS 1740 MASTER FUND 89 NEXUS WAY CAMANA BAY GR CJ KY1-9009 981361754 INVESTMENT CJ NA false JOG VI C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY AL CA T2P5E9 INVESTMENT CA NA false LG HEALTH COMM CARE COLLAB II 555 NORTH DUKE STREET LANCASTER PA 17602 823809581 ACO PA LG HOSPITAL RELATED 0 0 false 0 false 0.97000 CYRUS 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK NY 10022 821211542 INVESTMENT NY NA false ST-TO RIBBIT OPPORTUNITY V LLC 364 UNIVERSITY AVENUE PALO ALTO CA 94301 841814102 INVESTMENT CA NA false UNIVERSA BLACK SWAN PROTECTION PROTOCOL 2601 S BAYSHORE DR SUITE 2030 MIAMI FL 33133 852143048 INVESTMENT FL NA false AXIS UKA GP LLC 240 NEW YORK DRIVE SUITE 1 FORT WASHINGTON PA 19034 273617178 INVESTMENT PA NA false LIFT REAL ESTATE PARTNERS FUND II LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO CA 94104 844983190 INVESTMENT CA NA false BEXP II (PARALLEL) LP 5914 W COURTYARD DRIVE AUSTIN TX 78730 873188834 INVESTMENT TX NA false FORERUNNER BUILDERS F-G LP ONE LETTERMAN DR BLDG C SUITE C5 SAN FRANCISCO CA 94129 873427543 INVESTMENT CA NA false GCM CARRIAGE SPV LP 250 WEST 55TH STREET 36TH FLOOR NEW YORK NY 10019 872075062 INVESTMENT NY NA false INITIALIZED CBH SPV LLC 464 TEHAMA STREET SAN FRANCISCO CA 94103 871123527 INVESTMENT CA NA false SAILINGSTONE GLOBAL NATURAL RESOURCES FU 100 WAUGH DRIVE SUITE 600 HOUSTON TX 77007 371770014 INVESTMENT TX NA false AUSTIN 512 LP 5914 W COURTYARD DRIVE SUITE 340 AUSTIN TX 78730 921329561 INVESTMENT TX NA false BLACKSTONE REAL ESTATE PARTNERS VIITE5 C/O THE BLACKSTONE GROUP 345 PARK A NEW YORK NY 10154 800815880 INVESTMENT NY NA false KEYFRAME 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK NY 10022 883210105 INVESTMENT NY NA false LIFT REAL ESTATE PARTNERS FUND III LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO CA 94104 872869560 INVESTMENT CA NA false NEUBERGER BERMAN HEDGED CRYPTOCURRENCY 1290 AVENUE OF THE AMERICAS 22ND F NEW YORK NY 10104 871241085 INVESTMENT NY NA false CLINICAL HEALTH CARE ASSOC OF NJ PC 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232865181 PHYS MGMT PA CCA C-CORP false DELANCEY CORPORATION 800 SPRUCE STREET PHILADELPHIA PA 19106 232060159 RENTAL PA PA HOSPITAL C-CORP false FRANKLIN CASUALTY INSURANCE CO PO BOX 530 BURLINGTON VT 05402 043378984 INSURANCE VT TRUSTEES C-CORP false NAYA 1740 FUND LTD PO BOX 309 UGLAND HOUSE GRAND CAYMAN CJ KY1-1104 INVESTMENT CJ TRUSTEES C-CORP false UPENN HOSPITALITY INC 3401 WALNUT STREET SUITE 440A PHILADELPHIA PA 19104 233076589 HOTEL/RESTAUR PA TRUSTEES C-CORP false PENN WHARTON CONSULTING (BEIJING) CO LTD CHINA WORLD TOWER 1 14F CHAOYANG DIST BEIJING CH 100004 BUS. CONSULTI CH UPENN INT'L C-CORP false QUAKER INSURANCE COMPANY LTD VICTORIA STREET PO BOX HM 1826 VICTORIA HALL BERMUDA BD HM HX 300708282 SELF-INSURANC BD TRUSTEES C-CORP false THE PAM 1740 FUND LTD PO BOX 309 GEORGE TOWN GRAND CAYMAN CJ KYI-1104 INVESTMENT CJ TRUSTEES C-CORP false TURK'S HEAD HEALTH SERVICES INC 701 E MARSHALL STREET WEST CHESTER PA 19380 232329753 MEDICAL SERVI PA CCH&HS C-CORP false ARCM 1740 FUND LTD 27 HOSPITAL ROAD GRAND CAYMAN CJ KY1-9008 INVESTMENT CJ TRUSTEES C-CORP false PRINCETON HEALTH INC & SUBS ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223450093 MEDICAL NJ PHCS HOLDING C-CORP false PHI PHARMACY INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223467899 INACTIVE NJ PHCS HOLDING C-CORP false PENN MEDICINE LONDON LIMITED VISTRA SUITE 2 FIRST FLOOR TEMPLE BACK BRISTOL UK BS1 2NT NETWORKING UK UPENN INT'L LIMITED COMPANY false CYRUS 1740 FUND LTD 89 NEXUS WAY CAMANA BAY GRAND CAYMAN CAYMAN ISLANDS CJ KY1-9009 981361907 INVESTMENT CJ TRUSTEES LIMITED COMPANY false CLINICAL HEALTHCARE ASSOC OF NJ SP PC 150 MONUMENT ROAD FL 4TH BALA CYNWYD PA 19004 331946468 PHYS MGMT PA CCA C-CORP false COVERED BRIDGE RECIP RISK RETENTION GRP 146 FAIRCHILD STREET STE 135 CHARLESTON SC 29492 871236417 FINANCIAL VEHICLE SC DH C-CORP false DH PHYSICIANS AMBULATORY SERVICES 595 WEST STATE STREET DOYLESTOWN PA 18901 812885619 MEDICAL SERVICES PA DHP C-CORP false FRANKLIN HOLDINGS 1740 FUND LTD PO BOX 309 GEORGE TOWN GRAND CAYMAN CJ KY1-1104 INVESTMENTS CJ TRUSTEES LIMITED COMPANY false true true false false false false false false false false true true true false true false true false true Lancaster General Health-Columbia Center b 3415000 FMV Lancaster General Health-Columbia Center l 199699 FMV Lancaster General Health-Columbia Center k 526526 FMV Lancaster General Health-Columbia Center a 65989 FMV Lancaster General Health-Columbia Center m 18000 FMV Lancaster General Health-Columbia Center o 12900 FMV Lancaster General Health-Columbia Center q 20260 FMV LG Health-Community Care Collaborative b 2755000 FMV LG Health-Community Care Collaborative l 272260 FMV LG Health-Community Care Collaborative o 744048 FMV LG Health-Community Care Collaborative a 110644 FMV LG Health-Community Care Collaborative q 39375 FMV SCHEDULE R, PART V, LINE 2 TRANSACTIONS WITH RELATED ORGANIZATIONS ALL ARRANGEMENTS ARE NEGOTIATED AT ARM'S LENGTH AND FOR FAIR VALUE IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AFFILIATES PERFORM INTER-COMPANY TRANSACTIONS AS PART OF THE NORMAL COURSE OF BUSINESS.